SCHULER EDUCATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER EDUCATION FOUNDATION (EIN 36-4154510)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-07-14
- IRS object ID
- 202621959349100212
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-14T13:57:27-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 WEST 22ND ST - SUITE 1000E | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364154510 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULER EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 3122822817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 556 | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SCHULER | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 3122822817 | PhoneNum |
| Signature | 2026-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G QUAID | PreparerPersonNm |
| PTIN | P00641738 | PTIN |
| Phone | 6307037444 | PhoneNum |
| Preparation | 2026-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $258,521 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $240 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $240 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $67,626 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $67,626 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $67,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,866 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,004 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,667 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,667 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $97,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,201 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,824 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,792 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $13,978 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,162 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,162 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,227 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $303,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $386,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$318,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,866 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $479,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $258,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $258,521 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $98,015 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,077,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $258,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,077,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $258,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,077,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $258,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,077,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $258,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,077,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$318,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $758,535 | SubtotalAmt |
| Other Decreases | $500,014 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $258,521 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SCHULERPROGRAM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122822817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 556 | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK SCHULER | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | PRESIDENT & SECRETARY | 10.00 | $0 | $0 | $0 |
| TANYA SCHULER SHARMAN | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | VICE PRESIDENT | 10.00 | $50,004 | $0 | $0 |
| THERESE SCHULER HOFFMAN | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | VICE PRESIDENT - TERM | 0.25 | $0 | $0 | $0 |
| TINO SCHULER | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| STEVEN POZKANZER | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | VICE PRESIDENT - TERM | 0.25 | $0 | $0 | $0 |
| MICHAEL GORDON | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | VICE PRESIDENT - TERM | 0.25 | $0 | $0 | $0 |
| MATTHEW STROBECK | ||||||||
| PO BOX 531 | LAKE BLUFF | IL | 60004 | BOARD MEMBER - TERM | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KATTEN & TEMPLE LLP | |||||
| 209 S LASALLE STREET SUITE 950 | CHICAGO | IL | 60604 | LEGAL SERVICES | $70,000 |
| LASALLE NETWORK | |||||
| 200 N LASALLE ST SUITE 2500 | CHICAGO | IL | 60601 | ADMINISTRATIVE SERVICES | $66,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SCHULER SCHOLAR PROGRAM EQUIPS HIGH-ACHIEVING AND UNDERREPRESENTED STUDENTS TO GAIN ACCESS TO AND SUCCEED ATHIGHLY SELECTIVE COLLEGES AND BEYOND. SCHULER SCHOLARS ARETYPICALLY FIRST-GENERATION COLLEGE-BOUND, ARE STUDENTS OFCOLOR, OR COME FROM LOW-INCOME FAMILIES. TO DATE, SCHULERHAS HELPED MORE THAN 1,800 STUDENTS ON THEIR PATH TO COLLEGEAND BEYOND BY PROVIDING ACADEMIC COACHING AND COUNSELING,LEADERSHIP AND PERSONAL DEVELOPMENT EXPERIENCES, ANDEXPOSURES TO A WIDE VARIETY OF CULTURAL, SOCIAL, AND CIVICEXPERIENCES. STUDENTS ALSO RECEIVE EXPERT GUIDANCE ONMAXIMIZING FINANCIAL AID AND BUILDING STRONG COLLEGEAPPLICATIONS. | Description1Txt |
| Expenses1 | $301,454 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $500,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $856,620 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $856,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $843,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $384,579 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,189 | CurrentYearAmt |
| Year1 | $698,349 | Year1Amt |
| Year2 | $3,552 | Year2Amt |
| Year3 | $58,786 | Year3Amt |
| Total | $802,876 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,861 | CurrentYearAmt |
| Year1 | $593,597 | Year1Amt |
| Year2 | $3,019 | Year2Amt |
| Year3 | $49,968 | Year3Amt |
| Total | $682,445 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $384,579 | CurrentYearAmt |
| Year1 | $6,565,711 | Year1Amt |
| Year2 | $10,373,660 | Year2Amt |
| Year3 | $7,473,573 | Year3Amt |
| Total | $24,797,523 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $83,125 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $38,000 | Year3Amt |
| Total | $121,125 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $301,454 | CurrentYearAmt |
| Year1 | $6,565,711 | Year1Amt |
| Year2 | $10,373,660 | Year2Amt |
| Year3 | $7,435,573 | Year3Amt |
| Total | $24,676,398 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,126 | CurrentYearAmt |
| Year1 | $465,566 | Year1Amt |
| Year2 | $2,234,073 | Year2Amt |
| Year3 | $2,285,373 | Year3Amt |
| Total | $5,013,138 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK SCHULER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SYMONE COOPER | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS AND GRANTS | $2,500 |
| JORDAN WILLIAMS | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS AND GRANTS | $2,500 |
| EVELYN VEGA | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $3,500 |
| JOSE SALINAS | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $8,000 |
| JULIANNA TATAD | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| SEANE CURRY | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $7,500 |
| PARKER LOSBY | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $3,000 |
| LESLY RODRIGUEZ | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $499 |
| KAYLIA HUMPHREY | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $500 |
| DANIEL MAGANA-ZAVALA | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $300 |
| ASHLEY ESCARCEGA | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $500 |
| JAYDA ANDERSON | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $1,000 |
| JENNY LIN | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $1,000 |
| JOSHUA VELASQUEZ | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $1,000 |
| DAVID CURRY | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| ARIANA COBB | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| JULIANNA TATAD | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $11,200 |
| EVELYN ANGUIANO | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $9,626 |
| JOSIAH HOLMES | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| BROOKLYNN BATES | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| KAMRYN ANDERSON | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $1,000 |
| ILSTIO BETERSDORF | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| GOLDEN BROWN | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| OMAR REYES | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $1,000 |
| KIYAH HARRIS | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| JOSHIH TORRES | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| EMILY SANCHEZ | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $1,000 |
| KAYLIA HUMPHREY | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| SYDNEY COOPER | |||||||
| PO BOX 556 | LAKE BLUFF | IL | 60044 | NONE | I | COLLEGE SCHOLARSHIPS & GRANTS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,125 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $67,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,866 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION & TAX COMPLIANCE | CategoryTxt |
| Amt | $44,025 | Amt |
| Net Investment Income | $2,201 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $41,824 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $97,800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $97,800 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $98,015 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT | Desc |
| Amt | $500,014 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $14,227 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,227 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REFUND | Desc |
| Revenue And Expenses Per Books | $67,626 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $67,626 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE SERVICES | CategoryTxt |
| Amt | $75,792 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $75,792 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $13,978 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,978 | DisbursementsCharitablePrpsAmt |
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