BETA

SCHULER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SCHULER FAMILY FOUNDATION (EIN 33-0753301)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-12
IRS object ID
202401339349100520
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-12T15:10:17-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330753301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alan and Donna SCHULER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Evlyn A Lightner BaezInCareOfNm
Business Name ControlSCHUBusinessNameControlTxt
Phone8582600604PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18551 La Jolla Shores DriveAddressLine1Txt
CityLa JollaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP920373044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVLYN A LIGHTNER BAEZPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8582600604PhoneNum
Signature2024-05-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEVLYNPersonFirstNm
Person LastLIGHTNER BAEZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$817,602FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$94InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,389DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,057NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,057CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$28,540TotalRevAndExpnssAmt
Total Net Invst Incm$28,540TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,975CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$297CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,678CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$646TaxesRevAndExpnssAmt
Taxes Net Invst Incm$646TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,621TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$943TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,678TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,621TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$943TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,081ExcessRevenueOverExpensesAmt
Net Investment Income$27,597NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,668CashBOYAmt
Cash EOY$16,635CashEOYAmt
Cash EOYFMV$16,635CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$194,673CorporateStockBOYAmt
Corporate Stock EOY$193,125CorporateStockEOYAmt
Corporate Stock EOYFMV$800,967CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$215,341TotalAssetsBOYAmt
Total Assets EOY$209,760TotalAssetsEOYAmt
Total Assets EOYFMV$817,602TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$194,673CapitalStockBOYAmt
Capital Stock EOY$193,125CapitalStockEOYAmt
Additional Paid In Capital BOY$20,668AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$16,635AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$215,341TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$209,760TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$215,341TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$209,760TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$215,341TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,081ExcessRevenueOverExpensesAmt
Other Increases$4,500OtherIncreasesAmt
Subtotal$208,760SubtotalAmt
Other Decreases$10,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$198,760TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$10,057CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$384InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$384SubtotalAmt
Tax Based On Investment Income$384TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due$384TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Evlyn A Lightner BaezBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8582600604PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18551 La Jolla Shores DriveAddressLine1Txt
CityLa JollaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP920373044ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN W LIGHTNER
8551 La Jolla Shores DriveLa JollaCA920373044PresidentDirector0.100$0
EVLYN A LIGHTNER BAEZ
8555 La Jolla Shores DriveLa JollaCA920373044Treasurer2.000$0
DAWNA C CHUSS
2657 Palace DriveSan DiegoCA92123SecretaryV President0.100$0
SHERRI S LIGHTNER
8553 La Jolla Shores DriveLa JollaCA920373044Director0.100$0
BONNI S COGAN
P O Box 307Borrego SpringsCA92004Director0.100$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$776,648AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,090AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$796,738TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$796,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,951CashDeemedCharitableAmt
Net Vl Noncharitable Assets$784,787NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$384TaxBasedOnInvestmentIncomeAmt
Total Tax$384TotalTaxAmt
Distributable Before Adj$38,855DistributableBeforeAdjAmt
Distributable Before Ded$38,855DistributableBeforeDedAmt
Distributable As Adjusted$38,855DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,678ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$38,678QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,855DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,674ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,215ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$6,959ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$226ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,074TotalExcessDistributionCyovAmt
Qualifying Distributions$38,678QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,678AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$177ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$177ExcessDistributionCyovAppCYAmt
Total Corpus$12,897TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,497ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,400ExcessDistriCyovToNextYrAmt
Excess From Year4$1,215ExcessFromYear4Amt
Excess From Year2$6,959ExcessFromYear2Amt
Excess From Year1$226ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Christmas Circle Community Park
PO Box 1025Borrego SpringsCA92004PCNeed$1,000
Carlsbad Softball Association
PO Box 2726CarlsbadCA92018PCNeed$2,000
Barnes Cemetery Association
2461 Route 666SheffieldPA16347EOFNeed$2,000
Sheffield VFD and Ambulance Service
318 S Main StreetSheffieldPA16347PCNeed$2,000
Warren County Historical Society
PO Box 427WarrenPA16365PCNeed$2,000
Just in Time for Foster Youth
4560 Alvarado Canyon Road 2GSan DiegoCA92120PCNeed$7,500
Center for Community Solutions
4508 Mission Bay DriveSan DiegoCA92109PCNeed$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Associated Students SDSUARH - San Diego Food BankBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15500 Campanile DriveAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92128ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeNeedGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,000TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetLilly Eli Co StockAssetDesc
Acquired2016-09AcquiredDt
How AcquiredPurchaseHowAcquiredTxt
Sold2023-12SoldDt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
Person12192023PersonNm
FieldValueIRS element (for citing)
Gross Sales Price$11,605GrossSalesPriceAmt
Basis$1,548BasisAmt
Basis MethodCost BasisBasisMethodTxt
Total Net$10,057TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Honeywell Stock HON$43,603$90,175
Johnson and Johnson Stock JNJ$65,783$285,267
Lilly Eli and Company LLY$21,672$163,218
Proctor and Gamble PG$62,067$262,307

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2023 Food Bank GrantDesc
Amt$10,000Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
SDLA 22 Grant$2,500
Sheffield VFD 22 Grant$2,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Taxes$621$621
State of CA RRF1 Filing$25$25

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