BETA

SCHULER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SCHULER FAMILY FOUNDATION (EIN 33-0753301)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-05
IRS object ID
202211259349100631
Schema version
2021v4.2
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)
Return2022-05-05T19:27:06-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-05SignatureDt

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 Customer1TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$814,898FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$17,112DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,112DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$17,115TotalRevAndExpnssAmt
Total Net Invst Incm$17,112TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$150CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,350CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$304TaxesRevAndExpnssAmt
Taxes Net Invst Incm$304TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$32TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$29TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,836TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$457TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,379TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,190ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,190ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,026TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$457TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,569TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,911ExcessRevenueOverExpensesAmt
Net Investment Income$16,655NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,549SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,753SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,753SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$200,799CorporateStockBOYAmt
Corporate Stock EOY$200,799CorporateStockEOYAmt
Corporate Stock EOYFMV$810,145CorporateStockEOYFMVAmt
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$227,348TotalAssetsBOYAmt
Total Assets EOY$205,552TotalAssetsEOYAmt
Total Assets EOYFMV$814,898TotalAssetsEOYFMVAmt
Accounts Payable BOY$885AccountsPayableBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$885TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$226,463RetainedEarningBOYAmt
Retained Earning EOY$205,552RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$226,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$205,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$227,348TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$205,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$226,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,911ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$205,552SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$205,552TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter1997-02-27RulingLetterDt
Investment Income Excise Tax$232InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$232SubtotalAmt
Tax Based On Investment Income$232TaxBasedOnInvestmentIncomeAmt
Tax Due$232TaxDueAmt

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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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 President0.500$0
SHERRI S LIGHTNER
8553 La Jolla Shores DriveLa JollaCA920373044Director0.000$0
BONNI S COGAN
P O Box 307Borrego 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$735,864AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,522AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$766,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$766,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,496CashDeemedCharitableAmt
Net Vl Noncharitable Assets$754,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,745MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,745MinimumInvestmentReturnAmt
Tax Based On Investment Income$232TaxBasedOnInvestmentIncomeAmt
Total Tax$232TotalTaxAmt
Distributable Before Adj$37,513DistributableBeforeAdjAmt
Distributable Before Ded$37,513DistributableBeforeDedAmt
Distributable As Adjusted$37,513DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,569ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$37,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,513DistributableAsAdjustedAmt
Undistributed Income PY$114UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$701ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,070ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,674ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,215ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$7,660TotalExcessDistributionCyovAmt
Qualifying Distributions$37,569QualifyingDistributionsAmt
Applied To Year1$114AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,455AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$58ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$58ExcessDistributionCyovAppCYAmt
Total Corpus$7,602TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$643ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,959ExcessDistriCyovToNextYrAmt
Excess From Year4$1,070ExcessFromYear4Amt
Excess From Year3$4,674ExcessFromYear3Amt
Excess From Year2$1,215ExcessFromYear2Amt

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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Barnes Cemetery Association
2461 Route 666SheffieldPA16347NoneEOFNeed$2,000
Center for Community Solutions
4508 Mission Bay DriveSan DiegoCA921094919NonePCNeed$10,000
San Diego Food BankSDSU ARH
9850 Distribution AvenueSan DiegoCA92121NonePCNeed$6,190
Just in Time for Foster Youth
4560 Alvarado Canyon Road 2GSan DiegoCA92120NonePCNeed$7,000
North Star Family Center
6051 N Fresno Street Ste 103FresnoCA93710NeedPCNeed$5,000
San Diego Lifesaving Association
P O Box 99025San DiegoCA92109NonePCNeed$2,500
Sheffield Depot Preservation Society
PO Box 671SheffieldPA16347NonePCNeed$500
Sheffield Volunteer Fire Dept & Ambulance
PO Box 551SheffieldPA16347NonePCNeed$2,000
Warren County Historical Society
210 Fourth Ave PO Box 427WarrenPA16365NonePCNeed$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,190TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
430 Shares of HON$43,603$89,659
1920 shares of JNJ$68,722$328,454
300 shares of LLY$23,220$82,866
1890 shares of PG$65,254$309,166

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
SI100 CA$21$21
FTB CA 199 Filing$25$25
FTB CA 199 Amend Filing$25$25
US Treas 990PF 2020$233$233

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.