2021-11-12T10:30:59-06:00 2020-12-31 990PF 2020-01-01 731312965 Charles and Lynn Schusterman Family Foundation CHAR 9188799644 110 West 7th Street Suite 2000 Tulsa OK 74119 David Weil Director 2021-11-12 David Weil 999009999 2020 2022-09-23 18:48:47Z X 3213475099 X 82630040 17875125 17875125 57919173 57919173 142985043 507825413 142985043 0 0 0 -11378701 -12930205 0 290030680 205849136 0 710810 710810 6204191 6204191 0 0 0 0 0 0 0 0 0 0 0 0 1307251 1042905 4292973 60295 0 456696 44970 0 0 13146939 3058210 0 9670878 25707134 4161410 0 17042575 365270014 365260386 390977148 4161410 0 382302961 -100946468 201687726 0 46334739 72497073 72497073 0 117674039 117674039 10218 0 37456 10218 10218 0 0 0 0 0 0 29380209 0 12230209 29380209 29380209 0 0 0 0 0 0 0 0 0 0 0 0 2169784334 1987846177 2993900210 1144459 1131109 58320 13350 13350 0 0 0 2228445058 2207421066 3213475099 853019 691465 57904424 137989424 0 0 58757443 138680889 2169687615 2068740177 2169687615 2068740177 2228445058 2207421066 2169687615 -100946468 0 2068741147 970 2068740177 PASSTHROUGH K-1 ST CAPITAL GAIN P 4590691 -4590691 0 -4590691 INVESTMENT ST CAPITAL GAIN P 98025533 97096232 929301 0 929301 PASSTHROUGH K-1 LT CAPITAL GAIN P 105666516 105666516 0 105666516 INVESTMENT LT CAPITAL GAIN P 305278093 264298176 40979917 0 40979917 142985043 0 2803459 2803459 2803459 3063570 48590 2300000 5412160 2608701 2608701 0 false false false 0 0 false false true true false true true CA DC GA NY OK true false false false true true www.schusterman.org The Organization 9188799644 110 West 7th Street Suite 2000 Tulsa OK 741191076 false false true false true false false false false false true false false false false false false true false false true false false false false Stacy Schusterman 110 West 7th Street Tulsa OK 74119 Chairperson 1.000 0 0 0 Lynn Schusterman 110 West 7th Street Tulsa OK 74119 Director 1.000 0 0 0 Lisa Eisen 110 West 7th Street Tulsa OK 74119 Co-President 40.000 359016 35313 0 Julie Mikuta 110 West 7th Street Tulsa OK 74119 Co-President 40.000 351794 29032 0 Mark Lauer 110 West 7th Street Tulsa OK 74119 Secretary 1.000 0 0 0 Janet Duffy 110 West 7th Street Tulsa OK 74119 Vice-President - Finance & Accounting 1.000 0 0 0 David Weil 110 West 7th Street Tulsa OK 74119 Co-President 40.000 0 0 0 Raquel Gozzi 110 West 7th Street Tulsa OK 74119 Treasurer 1.000 0 0 0 David Rittberg 110 West 7th Street Tulsa OK 74119 Senior Director 40.000 308527 0 Judith Wurtzel 110 West 7th Street Tulsa OK 74119 Senior Director 40.000 275509 0 Michael Perigo 110 West 7th Street Tulsa OK 74119 Senior Director 40.000 267490 0 Roben Kantor 110 West 7th Street Tulsa OK 74119 Senior Director 40.000 257447 0 Shayne Spalten 110 West 7th Street Tulsa OK 74119 Director 40.000 246411 0 37 TWC Contracting 12310 Pinecrest Road Reston VA 20191 Mission & Program Development Cons Svcs 586151 Berlin Rosen Ltd 15 Maiden Lane New York NY 10038 Operations Consulting 347028 Kaya Henderson Consulting 66 W 38th St Ney York NY 10018 Operations Consulting 307400 Mark G Yudof 352 Spyglass Way Jupiter FL 33477 Grantmaking Counsel 280150 Forum One Communications Corporation 2200 Mount Vernon Ave Alexandria VA 22301 Operations Consulting 259071 22 0% interest bearing loan with Immito, LLC, DBA of Local Initiatives Support Corporation, to provide below market financing to help fund small businesses nationwide propel their companies and communities into the future. 60000000 0% interest bearing loan with JCRIF, LLC, DBA of Nonprofit Finance Fund, to provide below market financing to help fund the maintaining of infrastructure of Jewish life across the United States in response to the COVID-19 crisis. 8000000 9150000 77150000 121163747 212291387 2550253897 2883709031 0 2883709031 43255635 2840453396 142022670 142022670 2803459 251348 3054807 138967863 60000000 198967863 198967863 382302961 77150000 0 459452961 459452961 198967863 0 2018 2017 2016 0 0 0 9463137 12819761 36136088 58418986 459452961 0 0 0 198967863 260485098 0 318904084 0 0 0 0 0 0 318904084 0 9463137 12819761 36136088 260485098 Lynn Schusterman Director Alana Hughes 110 West 7th Suite 200 Tulsa OK 74119 9188799774 Online Application Required - www.schusterman.org None Initial application form required. Potential applicants are urged to review program guidelines on the Foundation web site (www.schusterman.org) and contact Grants Coordinator with all questions about the Foundation, our application process or their proposed program before submitting an application. See Attached Statement 110 W 7th St Suite 2000 Tulsa OK 74119 Charitable 365260386 365260386 0 14 17875125 14 57919173 523000 2986240 18 141985043 Federal Tax Refund 14 6529 2986240 217785870 0 220772110 false false false false false false false false false false X X 1 ST2008 (Delaware) Management LLC 110 W 7th Street Suite 2000 Tulsa OK 74119 75175040 X 2 Irving Harris Foundation 191 North Wacker Drive Suite 1500 Chicago IL 606061899 40000 X 3 Stacy Schusterman Revocable Trust 110 W 7th Street Suite 2000 Tulsa OK 74119 2500000 X 4 LSIT (Delaware) Management LLC 110 W 7th Street Suite 2000 Tulas OK 74119 4915000 X 1 LP Interest BDT Capital Partners Oak Co-Invest (Cayman) & Green Equity Investors VI 96700000 2020-01-01 3 3,052,688 Shares of Series A & A-1 Preferred Stock Mursion, Inc. 2800000 2020-03-30 CSGF Senior Debt Fund LLC 6200000 CSGF Facility Fund III LLC 2300000 Collegiate Hall Charter School 650000 Leasehold Improvements 1144459 1176079 44970 0 Limited Partnerships AT COST 1787546886 2703849197 Miscellaneous Investments AT COST 57190 57190 Stocks and Stock Funds AT COST 200242101 289993823 LEASEHOLD IMPROVEMENTS 1144459 1131109 13350 13350 LSIT DM 77989424 0.0 Charitable ST2008 DM 60000000 0.0 Charitable MARK TO MARKET UNREALIZED GAIN/(LOSS) 970 Administrative Overhead 4836863 0 0 4608716 Investment Expenses 3114960 3058210 0 0 Consultants 5195116 0 0 5062162 Passthrough K-1 Other Income -11385330 -12930305 0 Investment Other Income 100 100 0 Federal Tax Refund 6529 0 0 Various 501(c)(3) Entities 29380209 0 29380209 Foreign Tax 60295 60295 0 0 Payroll Tax 456696 0 0 456696 State Tax 25982 0 0 0 Federal Taxes Paid 3750000 0 0 0