2025-11-11T14:54:10-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990PF 2024-01-01 911746414 SCHULTZ FAMILY FOUNDATION SCHU 2064925420 1329 N 47TH ST 31817 SEATTLE WA 98103 RENEE RYAN COO & GEN. COUNSEL 2064925420 2025-11-11 1 1 DANIEL ROMANO P00504182 2125990100 2024 2025-03-06 01:10:19Z X 355214490 X X 2355791 2355791 9144441 9144441 15675893 28041434 15675893 202219 -8052 0 27378344 27168073 0 640953 0 0 640953 6587159 0 0 6587159 1131632 0 0 1131632 142584 7378 0 135206 95963 27405 0 68558 1390155 37185 0 1352970 390000 0 0 0 9370 0 0 152359 0 0 152359 45109 0 0 45109 2253319 0 0 2253319 12838603 71968 0 12367265 12144851 12144851 24983454 71968 0 24512116 2394890 27096105 0 63899 50868319 62369366 62369366 57550617 51641312 51641312 253797273 225956608 225956608 12350000 14259991 14259991 766363 560583 32400 205780 205780 531621 781433 781433 375194129 355214490 355214490 37126 21436 37126 21436 X 0 0 0 0 375157003 355193054 375157003 355193054 375194129 355214490 375157003 2394890 0 377551893 22358839 355193054 PUBLICLY TRADED SECURITIES P 28041434 12365541 15675893 15675893 15675893 15675893 376636 0 376636 0 376636 416480 0 0 0 416480 X 86 39758 39758 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.SCHULTZFAMILYFOUNDATION.ORG RENEE RYAN COO & GEN COUNSEL 2064925420 1329 N 47TH ST 31817 SEATTLE WA 98103 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHERI KERSCH-SCHULTZ 1329 N 47TH ST 31817 SEATTLE WA 98103 TRUSTEE 25.00 0 0 0 HOWARD SCHULTZ 1329 N 47TH ST 31817 SEATTLE WA 98103 TRUSTEE 10.00 0 0 0 ADDISON SCHULTZ 1329 N 47TH ST 31817 SEATTLE WA 98103 TRUSTEE 3.00 0 0 0 VIVEK VARMA 1329 N 47TH ST 31817 SEATTLE WA 98103 VICE CHAIR 35.00 427812 58113 0 RENEE RYAN 1329 N 47TH ST 31817 SEATTLE WA 98103 COO & GEN. COUNSEL 20.00 213141 14359 0 MARIE GROARK 1329 N 47TH ST 31817 SEATTLE WA 98103 MANAGING DIRECTOR, P 40.00 457805 45695 0 RAJIV CHANDRASEKARAN 1329 N 47TH ST 31817 SEATTLE WA 98103 MANAGING DIRECTOR, P 40.00 414923 62077 0 JUDITH DUBIN 1329 N 47TH ST 31817 SEATTLE WA 98103 HEAD OF CONTENT 40.00 228904 43096 0 MARTHA HARTMAN 1329 N 47TH ST 31817 SEATTLE WA 98103 SOCIAL IMPACT ENTREP 40.00 191249 23963 0 KRIS GODDARD 1329 N 47TH ST 31817 SEATTLE WA 98103 PROGRAM OFFICER 40.00 150373 41777 0 18 HARRISX LLC 1808 I STREET NW 5TH FL WASHINGTON DC 20006 STRATEGIC RESEARCH 1400000 SCALE STRATEGY OPERATIONS LLC 501 MADISON AVENUE 10TH FL NEW YORK NY 10022 COMMUNICATIONS CONSULTING 340198 BCW LLC 3 WORLD TRADE CENTER 33RD FL NEW YORK NY 10007 COMMUNICATIONS CONSULTING 267578 INFOGR8 LTD TV CTR 101 WOOD LANE LONDON UK W12 7FR TECHNOLOGY CONSULTING 202784 MEASURED CAMPAIGNS LLC 8611 BRANDT PLACE BETHESDA MD 20814 IMPACT CONSULTING 200000 17 RESEARCH ACTIVITIES TO SUPPORT YOUTH TRANSITIONAL TO ADULTHOOD PROGRAM STRATEGIES. 1400000 CONTINUED NATIONAL AND LOCAL PROGRAMMATIC EFFORTS TO SUPPORT YOUTH TRANSITION TO ADULTHOOD INCLUDING THE AMERICAN OPPORTUNITY INDEX, STRENGTHENING MENTAL HEALTH AND CAREER PATHWAYS THROUGH NATIONAL SERVICE AND ADVANCING YOUTH HOMELESSNESS PREVENTION STRATEGIES. 591389 0 287067620 58243234 14259991 359570845 0 0 359570845 5393563 354177282 17708864 17708864 376636 376636 17332228 202219 17534447 0 17534447 24512116 0 24512116 17534447 0 2023 2022 2021 0 7909722 5672586 1032089 136136 14750533 24512116 0 0 0 17534447 6977669 0 0 21728202 0 0 0 0 0 0 7909722 13818480 5672586 1032089 136136 6977669 SHERI KERSCH-SCHULTZ HOWARD SCHULTZ MANAGING DIRECTOR 1329 N 47TH ST 31817 SEATTLE WA 98103 2064925420 INFO@SCHULTZFAMILYFOUNDATION.ORG A WRITTEN LETTER EXPLAINING THE REQUESTED GRANT. NO SUBMISSION DEADLINE NO RESTRICTIONS AMERICAN ASSOCIATION OF STATE SERVICE COMMISSIONS 1100 NEW JERSEY AVE SE SUITE 2288 WASHINGTON DC 20003 N/A PC FURTHER CHARITABLE GOALS 157500 AMERICAN CORPORATE PARTNERS 2 GRAND CENTRAL TOWER 140 EAST 45TH STREET SUITE 19A NEW YORK NY 10017 N/A PC FURTHER CHARITABLE GOALS 100000 BACKPACK BRIGADE 1111 E MADISON STREET SEATTLE WA 98199 N/A PC FURTHER CHARITABLE GOALS 25000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 N/A PC FURTHER CHARITABLE GOALS 10000 BOYS & GIRLS CLUB OF KING COUNTY 603 STEWART ST STE 300 SEATTLE WA 98101 N/A PC FURTHER CHARITABLE GOALS 25000 BRAVEN INC 100 N LASALLE STREET NO 310 CHICAGO IL 60602 N/A PC FURTHER CHARITABLE GOALS 300000 BUILDING CHANGES 1200 12TH AVENUE SOUTH STE 1200 SEATTLE WA 98144 N/A PC FURTHER CHARITABLE GOALS 400000 BURNING GLASS INSTITUTE PO BOX 671 BALA CYNWYD PA 19004 N/A PC FURTHER CHARITABLE GOALS 1350000 CALIFORNIA VOLUNTEERS FUND 1400 TENTH STREET 2ND FL SACRAMENTO CA 95814 N/A 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CHARITABLE GOALS 100000 MICHIGAN ASSOCIATION OF UNITED WAYS 1627 LAKE LANSING ROAD STE B LANSING MI 48912 N/A PC FURTHER CHARITABLE GOALS 225000 NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES 444 NORTH CAPITOL STREET NW STE 267 WASHINGTON DC 20001 N/A PC FURTHER CHARITABLE GOALS 470000 NATIONAL NETWORK FOR YOUTH 741 8TH STREET SE WASHINGTON DC 20003 N/A PC FURTHER CHARITABLE GOALS 2500 NEW JERSEY DEPARTMENT OF STATE 225 W STATE STREET TRENTON NJ 08626 N/A GOV FURTHER CHARITABLE GOALS 100000 NEW PROFIT INC 99 BEDFORD ST STE 500 BOSTON MA 02111 N/A PC FURTHER CHARITABLE GOALS 5000 NORTHERN MICHIGAN UNIVERSITY FOUNDATION NORTHERN MICHIGAN UNIVERSITY 607 COHODAS HALL MARQUETTE MI 49855 N/A PC FURTHER CHARITABLE GOALS 500000 NORTHSTAR ADVOCATES PO BOX 22437 SEATTLE WA 98102 N/A PC FURTHER CHARITABLE GOALS 70000 NORTHWEST HARVEST E M M PO BOX 12272 SEATTLE WA 98102 N/A PC FURTHER CHARITABLE GOALS 100000 NYS OFFICE OF CHILDREN & FAMILY SERVICES 52 WASHINGTON STREET RENSSELAER NY 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STREET SUITE 1100 INDIANAPOLIS IN 46204 N/A PC FURTHER CHARITABLE GOALS 200000 SYRACUSE UNIVERSITY SYRACUSE UNIVERSITY IVMF AT BARCLAY 150 CROUSE DRIVE SYRACUSE NY 13244 N/A PC FURTHER CHARITABLE GOALS 750000 TEAM RUBICON 6171 CENTURY BLVD SUITE 310 LOS ANGELES CA 90045 N/A PC FURTHER CHARITABLE GOALS 25000 THE ANTI-RECIDIVISM COALITION 1320 E 7TH STREET STE 260 LOS ANGELES CA 90021 N/A PC FURTHER CHARITABLE GOALS 150000 THE MOCKINGBIRD SOCIETY 2100 24TH AVE S SUITE 240 SEATTLE WA 98144 N/A PC FURTHER CHARITABLE GOALS 25000 THE PALEY CENTER FOR MEDIA 25 WEST 52 STREET NEW YORK NY 10019 N/A PC FURTHER CHARITABLE GOALS 5000 THINK OF US 700 PENNSYLVANIA AVENUE SE STE 200 WASHINGTON DC 20003 N/A PC FURTHER CHARITABLE GOALS 285751 THIRD STONE PO BOX 9757 SEATTLE WA 98109 N/A PC FURTHER CHARITABLE GOALS 50000 TREEHOUSE 2100 24TH AVENUE SOUTH STE 200 SEATTLE WA 981444643 N/A PC FURTHER CHARITABLE GOALS 150000 UNITED SERVICE ORGANIZATION INC PO BOX 96860 WASHINGTON DC 200777677 N/A PC FURTHER CHARITABLE GOALS 500000 URBAN LEAGUE OF METROPOLITAN SEATTLE 105 14TH AVE STE 200 SEATTLE WA 98122 N/A PC FURTHER CHARITABLE GOALS 20000 USERVEUTAH 3760 S HIGHLAND DRIVE MILLCREEK UT 84106 N/A GOV FURTHER CHARITABLE GOALS 100000 VEHICLES FOR CHANGE 4111 WASHINGTON BLVD HALETHORPE MD 21117 N/A PC FURTHER CHARITABLE GOALS 250000 VETJOBS 13971 LAKE MAHOGANY BLVD 2611 FORT MEYERS FL 33907 N/A PC FURTHER CHARITABLE GOALS 500000 VIRGINIA DEPARTMENT OF SOCIAL SERVICES 5600 COX ROAD 3RD FL GLEN ALLENN VA 23060 N/A GOV FURTHER CHARITABLE GOALS 100000 VOLUNTEER IOWA 1963 BELL AVE STE 200 DES MOINES IA 50315 N/A GOV FURTHER CHARITABLE GOALS 100000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 N/A PC FURTHER CHARITABLE GOALS 25000 YMCA OF GREATER SEATTLE 909 FOURTH AVE SEATTLE WA 98104 N/A PC FURTHER CHARITABLE GOALS 359000 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF SEATTLE 1118 FIFTH AVE SEATTLE WA 98101 N/A PC FURTHER CHARITABLE GOALS 25000 YOUTHCARE 2500 NE 54TH STREET SEATTLE WA 98105 N/A PC FURTHER CHARITABLE GOALS 1080000 12144851 0 14 2355791 14 9144441 18 15675893 GRANT REFUND 01 202219 0 27378344 0 27378344 1 PLEASE NOTE THAT THIS FILING DOES NOT REFLECT THE SCHULTZ FAMILY'S TOTAL FINANCIAL INVESTMENT IN PROJECTS SUPPORTING YOUTH TRANSITION TO ADULTHOOD AND OTHER CHARITABLE ACTIVITIES NOR ITS TOTAL RESPONSIVE GIVING. IN ADDITION TO DISTRIBUTIONS FROM THE SCHULTZ FAMILY FOUNDATION, ADDITIONAL FUNDING FROM THE SCHULTZ FAMILY IS DIRECTED THROUGH A DONOR ADVISED FUND. FOR MORE INFORMATION, PLEASE CONTACT THE SCHULTZ FAMILY FOUNDATION AT INFO@SCHULTZFAMILYFOUNDATION.ORG. 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING SERVICES 82183 20515 0 61668 TAX COMPLIANCE SERVICES 13780 6890 0 6890 FORM 990-PF, PART I, LINES 13-15 & PART VII, LINES 1-2: COST SHARING AGREEMENTALL INDIVIDUALS REPORTED ON THE SCHULTZ FAMILY FOUNDATION (THE "FOUNDATION") 2024 FORM 990-PF ARE EMPLOYED BY EMES PROJECT LLC ("EMES"). THE FOUNDATION AND EMES HAVE A FORMAL COST-SHARING AGREEMENT IN PLACE. TO THE EXTENT PROFESSIONAL SERVICES ARE PERFORMED BY EMPLOYEES OF EMES ON BEHALF OF THE FOUNDATION, THE FOUNDATION REIMBURSES EMES FOR THE COST OF THE FOUNDATION'S SHARE OF EMES' REASONABLE COSTS AND EXPENSES, BASED ON TIME INCURRED BY THE EMPLOYEES OF EMES, AT THE ACTUAL DIRECT AND INDIRECT COST OF SUCH PROFESSIONAL SERVICES PROVIDED BY EMES' EMPLOYEES TO THE FOUNDATION. EMES IS RESPONSIBLE FOR PAYMENT OF EXPENSES SUBJECT TO REIMBURSEMENT BY THE FOUNDATION. THE PROFESSIONAL SERVICES PROVIDED BY EMES' EMPLOYEES THAT ARE ALLOCABLE TO THE FOUNDATION ARE NECESSARY FOR CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSES. THE COSTS OF SUCH PROFESSIONAL SERVICES SHALL INCLUDE REASONABLE COMPENSATION SUCH AS WEEKLY OR MONTHLY WAGES, BONUSES, EMPLOYEE BENEFITS SUCH AS MEDICAL INSURANCE, AND SIMILAR EXPENSES AS WELL AS ALL ASSOCIATED INDIRECT COSTS. AMOUNTS PAID UNDER THIS ARRANGEMENT IS REPRESENTED AT FAIR MARKET VALUE IN AN ARMS-LENGTH TRANSACTION.IN 2024, THE FOUNDATION REIMBURSED EMES PROJECT LLC FOR SERVICES PERFORMED BY EMES' EMPLOYEES IN BOTH 2023 AND 2024. COMPENSATION AND BENEFITS ATTRIBUTABLE TO 2024 ARE REPORTED ON PART I, LINE 13 AND PART VII, LINES 12. OFFICER AMOUNTS ATTRIBUTABLE TO 2023 WERE PREVIOUSLY REPORTED ON THE 2023 FORM 990-PF, THOUGH ALL 2023 AND 2024 REIMBURSEMENTS WERE RECORDED IN THE BOOKS DURING 2024, DUE TO ITS MODIFIED CASH BASIS OF ACCOUNTING. PUBLICLY TRADED STOCKS 225956608 225956608 51641312 51641312 0 0 PRIVATE CAPITAL INVESTMENTS FMV 14259991 14259991 FURNITURE, FIXTURES, & EQUIPMENT 583613 560583 23030 23030 SOFTWARE 182750 0 182750 182750 GENERAL LEGAL SERVICES 142584 7378 0 135206 FUNCTIONALLY RELATED INVESTMENTS 499993 749993 749993 INTANGIBLE ASSETS 30000 30000 30000 OTHER RECEIVABLES 1628 1440 1440 UNREALIZED LOSS ON INVESTMENTS 22358839 DIRECT CHARITABLE EXPENSE - PROGRAMMATIC 2096652 0 0 2096652 DUES & SUBSCRIPTIONS 125885 0 0 125885 INSURANCE 19908 0 0 19908 SOFTWARE LICENSES 4776 0 0 4776 FACILITIES 4161 0 0 4161 BANK CHARGES 1077 0 0 1077 POSTAGE & MAIL 718 0 0 718 OFFICE SUPPLIES 82 0 0 82 COMPUTERS AND EQUIPMENT 60 0 0 60 PORTFOLIO LOSS FROM INVESTMENT IN LPS 0 -8052 0 GRANT REFUND 202219 0 0 STRATEGY CONSULTING 1352070 0 0 1352070 INVESTMENT MANAGEMENT FEES 37185 37185 0 0 WEBSITE 900 0 0 900 EXCISE TAXES 390000 0 0 0