SCHULER EDUCATION FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER EDUCATION FOUNDATION (EIN 36-4154510)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-12
- IRS object ID
- 201731639349100623
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-12T15:05:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ostrow Reisin Berk & Abrams Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N Cityfront Plaza Dr Suite 1500 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2248801220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N FIELD DRIVE SUITE 360 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SCHULER | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 2248801220 | PhoneNum |
| Signature | 2017-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James G Quaid | PreparerPersonNm |
| PTIN | P00641738 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2017-05-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.106.147.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-31 | IPDt |
| IP Tm | 08:06:48 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 344CFA6393D20FDAD73D1836B83BCAAADBA391EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,956,724 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $216,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,813 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,813 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,366,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,791,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,667 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,667 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$22,144,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,492 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,492 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $165,216 | 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 | $165,216 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,809,818 | 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 | $2,809,818 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $673,504 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $673,504 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $171 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $171 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,121 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,121 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $142,108 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $360,177 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $360,177 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $115,052 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $140,831 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $140,831 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77,950 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,950 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,347 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,347 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,584,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,577,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,087,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,965,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,423,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,300,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,567,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,492 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,518,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,459,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,459,246 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $160,175,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,478,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,959,249 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,101,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $563,296 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,653,281 | LandBOYAmt |
| Land EOY | $2,538,229 | LandEOYAmt |
| Land EOYFMV | $2,538,229 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $168,347,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,476,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,956,724 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $29,114,394 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $36,019,694 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $10,610 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,248 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,125,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,030,942 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $139,222,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $109,445,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,222,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,445,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $168,347,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,476,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,222,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,567,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $109,654,828 | SubtotalAmt |
| Other Decreases | $209,556 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,445,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $21,791,683 | GrossSalesPriceAmt |
| Cost Or Other Basis | $44,158,281 | CostOrOtherBasisAmt |
| Gain Or Loss | -$22,366,598 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$22,366,598 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,366,598 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,366,598 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,249,858 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $120,101,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,450,481 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $151,045,880 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042705 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,906,253 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $135,339,506 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036251 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,146,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $66,990,515 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,585,353 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,456,237 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058340 | DistributionYr5Rt |
| Total Distribution | 0.259557 | TotalDistributionRt |
| Average Distribution | 0.051911 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,241,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,321,158 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,321,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,300,599 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $57 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $273,276 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $273,276 | TotalPaymentsAndCreditsAmt |
| Overpayment | $273,219 | OverpaymentAmt |
| Applied To ES Tax | $273,219 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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.SCHULERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK SCHULER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2248801220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N FIELD DRIVE SUITE 360 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 W SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| RENATE R SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | TREASURER | 1.00 | $0 | $0 | $0 |
| TANYA E SHARMAN | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $12,600 | $0 | $0 |
| TINO H SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THERESE H HOFFMAN | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CANDACE BROWDY | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | FORMER EXECUTIVE DIRECTOR | 30.00 | $152,616 | $7,542 | $1,020 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Demisha Lee | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | Director of College | 40.00 | $88,400 | $5,596 | $480 |
| SUSAN TOBACK | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | BUSINESS MANAGER | 40.00 | $62,151 | $9,980 | $315 |
| Joanne Bertsch | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | REgional Director | 40.00 | $60,815 | $2,100 | $720 |
| Monique Moore | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | College Counselor | 40.00 | $56,174 | $477 | $480 |
| KATHLEEN DAWSON | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | Regional Director | 40.00 | $55,845 | $0 | $550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| circa30 technologybild group llc | |||||
| 207 e Ohio Stret Ste 248 | chicago | IL | 60611 | technology services | $177,600 |
| EXPONENT PARTNERS | |||||
| 720 MARKET STREET SUITE 600 | SAN FRANCISCO | CA | 94102 | CONSULTING SERVICES | $96,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLLEGE SCHOLARSHIPS FOR STUDENTS AT HIGHLAND PARK, MAINE EAST, ROUND LAKE, WARREN, WAUKEGAN, COLLINS ACADEMY, CRISTO REY ST. MARTIN, ZION-BENTON, RICHARD CRANE, CICS RALPH ELLISON, NORTH CHICAGO, LINDBLOM MATH & SCIENCE ACADEMY, GEORGE WESTINGHOUSE, AND MUNDELEIN HIGH SCHOOLS. | Description1Txt |
| Expenses1 | $335,250 | Expenses1Amt |
| Description2 | SUMMER COLLEGE PROGRAM FOR STUDENTS AT HIGHLAND PARK, MAINE EAST, ROUND LAKE, WARREN, WAUKEGAN, COLLINS ACADEMY, CRISTO REY ST. MARTIN, ZION-BENTON, RICHARD CRANE, CICS RALPH ELLISON, NORTH CHICAGO, LINDBLOM MATH & SCIENCE ACADEMY, GEORGE WESTINGHOUSE, AND MUNDELEIN HIGH SCHOOLS. | Description2Txt |
| Expenses2 | $516,357 | Expenses2Amt |
| Description3 | COLLEGE VISITS AND COUNSELING FOR STUDENTS AT HIGHLAND PARK, MAINE EAST, ROUND LAKE, WARREN, WAUKEGAN, COLLINS ACADEMY, CRISTO REY ST. MARTIN, ZION-BENTON, RICHARD CRANE, CICS RALPH ELLISON, NORTH CHICAGO, LINDBLOM MATH & SCIENCE ACADEMY, GEORGE WESTINGHOUSE, AND MUNDELEIN HIGH SCHOOLS. | Description3Txt |
| Expenses3 | $441,887 | Expenses3Amt |
| Description4 | LEADERSHIP CAMP FOR STUDENTS AT HIGHLAND PARK, MAINE EAST, ROUND LAKE, WARREN, WAUKEGAN, COLLINS ACADEMY, CRISTO REY ST. MARTIN, ZION-BENTON, RICHARD CRANE, CICS RALPH ELLISON, NORTH CHICAGO, LINDBLOM MATH & SCIENCE ACADEMY, GEORGE WESTINGHOUSE, AND MUNDELEIN HIGH SCHOOLS. | Description4Txt |
| Expenses4 | $207,676 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SCHULER FOUNDATION DOES NOT HAVE ANY PROGRAM RELATEDINVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,625,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,884,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,509,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,509,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,267,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,241,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,162,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,300,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,300,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $57 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,300,542 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-05-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,492 | CurrentYearAmt |
| Year1 | $6,005,071 | Year1Amt |
| Year2 | $732,362 | Year2Amt |
| Year3 | $63,209 | Year3Amt |
| Total | $6,807,134 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,518 | CurrentYearAmt |
| Year1 | $5,104,310 | Year1Amt |
| Year2 | $622,508 | Year2Amt |
| Year3 | $53,728 | Year3Amt |
| Total | $5,786,064 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,300,599 | CurrentYearAmt |
| Year1 | $7,411,566 | Year1Amt |
| Year2 | $6,450,481 | Year2Amt |
| Year3 | $4,906,253 | Year3Amt |
| Total | $26,068,899 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,300,599 | CurrentYearAmt |
| Year1 | $7,411,566 | Year1Amt |
| Year2 | $6,450,481 | Year2Amt |
| Year3 | $4,906,253 | Year3Amt |
| Total | $26,068,899 | 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 | $2,774,722 | CurrentYearAmt |
| Year1 | $4,003,381 | Year1Amt |
| Year2 | $5,034,863 | Year2Amt |
| Year3 | $4,511,317 | Year3Amt |
| Total | $16,324,283 | 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 W SCHULER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE SCHOLARSHIPS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N FIELD DRIVE SUITE 360 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | COLLEGE SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $335,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,250 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,366,598 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$22,360,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$22,360,106 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK SCHULER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N FIELD DRIVE SUITE 360 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $216,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,864 SHS STERICYCLE INC | NoncashPropertyDesc |
| Fair Market Value | $216,000 | FairMarketValueAmt |
| Received | 2016-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,121 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,121 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTERS | 2006-07-01 | $5,459 | $5,459 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| USED FURNITURE | 2007-03-31 | $753 | $753 | SL | 7.000000000000 | $0 | $0 | $0 |
| VANS (2) | 2008-06-17 | $48,604 | $19,485 | 200DB | 5.000000000000 | $1,775 | $0 | $1,775 |
| COMPUTERS (5) | 2008-07-07 | $6,360 | $6,360 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2008-10-07 | $1,000 | $1,000 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2008-08-29 | $1,500 | $1,500 | SL | 7.000000000000 | $0 | $0 | $0 |
| 122 PRAIRIE AVE | 2009-09-21 | $430,000 | $69,371 | SL | 39.000000000000 | $11,025 | $0 | $11,025 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $17,710 | 200DB | 5.000000000000 | $1,775 | $0 | $1,775 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $17,710 | 200DB | 5.000000000000 | $1,775 | $0 | $1,775 |
| HOUSE | 2011-07-20 | $423,500 | $48,421 | SL | 39.000000000000 | $10,859 | $0 | $10,859 |
| HOUSE - EUCLID | 2012-05-31 | $411,000 | $38,211 | SL | 39.000000000000 | $10,538 | $0 | $10,538 |
| 739 S. FOURTH | 2014-04-17 | $320,000 | $14,026 | SL | 39.000000000000 | $8,205 | $0 | $8,205 |
| 416 W GOLF ROAD | 2014-04-29 | $376,000 | $16,480 | SL | 39.000000000000 | $9,641 | $0 | $9,641 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $4,912 | 200DB | 5.000000000000 | $2,947 | $0 | $3,050 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $4,912 | 200DB | 5.000000000000 | $2,947 | $0 | $3,050 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $4,912 | 200DB | 5.000000000000 | $2,947 | $0 | $3,050 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $4,912 | 200DB | 5.000000000000 | $2,947 | $0 | $3,050 |
| 2015 HONDA ODYSSEY | 2015-02-10 | $28,889 | $3,546 | 200DB | 5.000000000000 | $5,673 | $0 | $5,778 |
| 2015 HONDA ODYSSEY | 2015-06-30 | $28,920 | $3,552 | 200DB | 5.000000000000 | $5,683 | $0 | $5,784 |
| 1136 Dawes Ave | 2015-03-10 | $340,000 | $6,912 | SL | 39.000000000000 | $8,718 | $0 | $8,718 |
| 521 Hemlock Ave | 2015-03-30 | $310,000 | $6,302 | SL | 39.000000000000 | $7,948 | $0 | $7,948 |
| office FURNITURE | 2015-06-25 | $4,900 | $350 | 200DB | 7.000000000000 | $600 | $0 | $700 |
| OFFICE FURNITURE | 2015-12-27 | $2,925 | $209 | 200DB | 7.000000000000 | $358 | $0 | $418 |
| OFFICE FURNITURE | 2015-08-03 | $3,672 | $262 | 200DB | 7.000000000000 | $450 | $0 | $525 |
| OFFICE FURNITURE | 2015-07-20 | $4,091 | $292 | 200DB | 7.000000000000 | $501 | $0 | $584 |
| OFFICE FURNITURE | 2015-05-14 | $27,127 | $1,938 | 200DB | 7.000000000000 | $3,322 | $0 | $3,875 |
| OFFICE FURNITURE | 2015-06-04 | $101,856 | $7,278 | 200DB | 7.000000000000 | $12,472 | $0 | $14,551 |
| OFFICE SIGN | 2015-05-27 | $2,580 | $184 | 200DB | 7.000000000000 | $316 | $0 | $369 |
| OFFICE BUILDOUT 100 n. FIELD DRIVE | 2015-07-01 | $63,553 | $748 | SL | 39.000000000000 | $1,630 | $0 | $1,630 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $419 | $2,305 |
| ABBVIE INC | $455 | $3,757 |
| ACCELERATE DIAGNOSTIS | $13,482,583 | $17,104,432 |
| ACORDA THERAPEUTICS | $0 | $0 |
| GTX | $25,738,068 | $3,308,950 |
| HANSEN MED INC | $0 | $0 |
| BIOLASE INC. | $14,539,513 | $8,236,851 |
| METABOLIX INC COM | $22,930,735 | $3,424,450 |
| QUIDEL | $17,797,536 | $25,730,454 |
| TENET HEALTHCARE | $0 | $0 |
| TRANSITION THERAPEUTICS | $0 | $0 |
| STERICYCLE | $183,119 | $6,269,977 |
| opko health inc | $24,072,683 | $6,144,445 |
| Auris Surgical Robotics, Inc. | $17,733,628 | $17,733,628 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTERS | $5,459 | $5,459 | $0 |
| USED FURNITURE | $753 | $753 | $0 |
| VANS (2) | $48,604 | $21,260 | $27,344 |
| COMPUTERS (5) | $6,360 | $6,360 | $0 |
| OFFICE FURNITURE | $1,000 | $1,000 | $0 |
| OFFICE FURNITURE | $1,500 | $1,500 | $0 |
| 122 PRAIRIE AVE | $430,000 | $80,396 | $349,604 |
| 2009 HONDA ODYSSEY | $26,400 | $19,485 | $6,915 |
| 2009 HONDA ODYSSEY | $26,400 | $19,485 | $6,915 |
| HOUSE | $423,500 | $59,280 | $364,220 |
| HOUSE - EUCLID | $411,000 | $48,749 | $362,251 |
| 739 S. FOURTH | $320,000 | $22,231 | $297,769 |
| 416 W GOLF ROAD | $376,000 | $26,121 | $349,879 |
| 2014 HONDA ODYSSEY | $26,509 | $19,019 | $7,490 |
| 2014 HONDA ODYSSEY | $26,509 | $19,019 | $7,490 |
| 2014 HONDA ODYSSEY | $26,509 | $19,019 | $7,490 |
| 2014 HONDA ODYSSEY | $26,509 | $19,019 | $7,490 |
| 2015 HONDA ODYSSEY | $28,889 | $20,379 | $8,510 |
| 2015 HONDA ODYSSEY | $28,920 | $20,395 | $8,525 |
| 1136 Dawes Ave | $340,000 | $15,630 | $324,370 |
| 521 Hemlock Ave | $310,000 | $14,250 | $295,750 |
| office FURNITURE | $4,900 | $3,400 | $1,500 |
| OFFICE FURNITURE | $2,925 | $2,030 | $895 |
| OFFICE FURNITURE | $3,672 | $2,548 | $1,124 |
| OFFICE FURNITURE | $4,091 | $2,839 | $1,252 |
| OFFICE FURNITURE | $27,127 | $18,824 | $8,303 |
| OFFICE FURNITURE | $101,856 | $70,678 | $31,178 |
| OFFICE SIGN | $2,580 | $1,790 | $790 |
| OFFICE BUILDOUT 100 n. FIELD DRIVE | $63,553 | $2,378 | $61,175 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $171 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $171 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $0 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST DONATED STOCK TO DONOR BASIS | Desc |
| Amt | $209,556 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COLLEGE VISITS | $253,512 | $0 | $0 | $253,512 |
| INSURANCE | $30,279 | $0 | $0 | $30,279 |
| SCHOLAR INCENTIVE AWARDS | $12,340 | $0 | $0 | $12,340 |
| SUMMER INTERNATIONAL | $13,994 | $0 | $0 | $13,994 |
| LEADERSHIP CAMP | $207,676 | $0 | $0 | $207,676 |
| GIFTS | $24,004 | $0 | $0 | $24,004 |
| STAFF RETREAT | $22,664 | $0 | $0 | $22,664 |
| FILING FEES | $15 | $0 | $0 | $15 |
| SCHOLAR EXPOSURES | $180,833 | $0 | $0 | $180,833 |
| PAYROLL PROCESSING | $8,480 | $0 | $0 | $8,480 |
| TECHNOLOGY | $175,200 | $0 | $0 | $175,200 |
| SCHOLAR EVENTS | $65,114 | $0 | $0 | $65,114 |
| READING PROGRAM | $2,351 | $0 | $0 | $2,351 |
| AMERICORPS | $570,237 | $0 | $0 | $570,237 |
| OFFICE EXPENSE | $183,369 | $0 | $0 | $183,369 |
| OUTREACH | $32,402 | $0 | $0 | $32,402 |
| MATH PROGRAM | $11,811 | $0 | $0 | $11,811 |
| HIGH SCHOOL PROGRAM | $59,680 | $0 | $0 | $59,680 |
| SUMMER COLLEGE PROGRAM | $516,357 | $0 | $0 | $516,357 |
| COLLEGE COUNSELING | $188,375 | $0 | $0 | $188,375 |
| SECURITIES LENDING EXPENSE | $800 | $800 | $0 | $0 |
| MISCELLANEOUS | $18,413 | $0 | $0 | $18,413 |
| PENALTIES & INTEREST | $6,745 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Revenue And Expenses Per Books | $2,667 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,667 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | security deposits | Desc |
| BOY Book Value | $10,610 | BOYBookValueAmt |
| EOY Book Value | $11,248 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $142,108 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $142,108 | DisbursementsCharitablePrpsAmt |