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SCHULER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SCHULER FAMILY FOUNDATION (EIN 33-0753301)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-02-14
IRS object ID
202210459349100811
Schema version
2020v4.0
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)
Return2022-02-14T14:03:23-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330753301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Schuler 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
Signature2022-02-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEVLYNPersonFirstNm
Person LastLIGHTNER BAEZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$733,807FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,261DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,699NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,379GrossSalesPriceAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$11,562TotalRevAndExpnssAmt
Total Net Invst Incm$17,261TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,975CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$298CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,677CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$233OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$210OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$192TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$513TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,887TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,400TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$513TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,887TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,838ExcessRevenueOverExpensesAmt
Net Investment Income$16,748NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,525CashBOYAmt
Cash EOY$26,549CashEOYAmt
Cash EOYFMV$26,549CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$234,877CorporateStockBOYAmt
Corporate Stock EOY$200,799CorporateStockEOYAmt
Corporate Stock EOYFMV$707,258CorporateStockEOYFMVAmt
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$252,402TotalAssetsBOYAmt
Total Assets EOY$227,348TotalAssetsEOYAmt
Total Assets EOYFMV$733,807TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,624AccountsPayableBOYAmt
Accounts Payable EOY$923AccountsPayableEOYAmt
Grants Payable BOY$2,500GrantsPayableBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$4,124TotalLiabilitiesBOYAmt
Total Liabilities EOY$923TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$248,278RetainedEarningBOYAmt
Retained Earning EOY$226,425RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$248,278TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$226,425TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$252,402TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$227,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$248,278TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,838ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$226,440SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$226,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$5,699CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$233InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$233SubtotalAmt
Tax Based On Investment Income$233TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$233EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$233TotalPaymentsAndCreditsAmt

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 Line18553 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
8553 La Jolla Shores DriveLa JollaCA920373044Treasurer1.000$0
DAWNA C CHUSS
2657 Palace DriveSan DiegoCA92123SecretaryV President1.000$0
SHERRI S LIGHTNER
8553 La Jolla Shores DriveLa JollaCA920373044Director0.000$0
BONNI S COGAN
P O Box 397Borrego SpringsCA92004Director0.000$0

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$655,007AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,803AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$674,810TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$674,810AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,122CashDeemedCharitableAmt
Net Vl Noncharitable Assets$664,688NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,234MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,234MinimumInvestmentReturnAmt
Tax Based On Investment Income$233TaxBasedOnInvestmentIncomeAmt
Total Tax$233TotalTaxAmt
Distributable Before Adj$33,001DistributableBeforeAdjAmt
Distributable Before Ded$33,001DistributableBeforeDedAmt
Distributable As Adjusted$33,001DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,887ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$32,887QualifyingDistributionsAmt
Adjusted Qualifying Distri$32,887AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,001DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$701ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,070ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,674ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,215ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,660TotalExcessDistributionCyovAmt
Qualifying Distributions$32,887QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,001AppliedToCurrentYearAmt
Total Corpus$7,660TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,660ExcessDistriCyovToNextYrAmt
Excess From Year4$701ExcessFromYear4Amt
Excess From Year3$1,070ExcessFromYear3Amt
Excess From Year2$4,674ExcessFromYear2Amt
Excess From Year1$1,215ExcessFromYear1Amt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Barnes Cemetery Assoc
2461 Route 666SheffieldPA16347EOFNeed$2,000
Borrego Springs Youth&Senior Cntr
PO Box 1362Borrego SpringsCA92004PCNeed$2,000
Cntr for Community Solns
4508 Mission Bay DriveSan DiegoCA921094919PCNeed$10,000
San Diego LGBT Community Center
PO Box 3357San DiegoCA92163PCNeed$11,000
San Diego Lifesaving Assoc
PO Box 99025San DiegoCA92109PCNeed$2,500
Sheffield Depot Preserv Soc
PO Box 671SheffieldPA16347PCNeed$500
Sheffield Volunteer Fire Depart
PO Box 551SheffieldPA16347PCNeed$1,000
Warren Cnty Historical Society
210 Fourth Avenue PO Box 427WarrenPA16365PCNeed$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescNot ApplicableDesc

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,261RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$5,699RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,562RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,562TotalIncomeProducingActyAmt

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 (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
12082020
90 Shares BUD2015-08Purchase2020-12$6,311$10,072-$3,761
12082020
240 shares CVX2016-09Purchase2020-12$22,068$24,006-$1,938

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
430 shares HON$43,603$91,461
1920 Shares JNJ$68,722$302,170
380 Shares LLY$23,220$50,652
1890 PG$65,254$262,975

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SOI filing with CA$21$2$19
Meeting Expenses$195$19$176
Office Expenses Stamps$17$2$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CA Form 199$25$25
IRS Form 990PF$167$167

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