SCHULER EDUCATION FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER EDUCATION FOUNDATION (EIN 36-4154510)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349102767
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T16:18:39-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-14 | 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 | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,833,127 | 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 | $17,333,223 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $250 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,166,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,867,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,166,881 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $16,166,881 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,200 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,200 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $33,505,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,172,360 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,172,360 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $143,347 | 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 | $143,347 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,380,037 | 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 | $2,380,037 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $551,532 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $551,532 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,525 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,525 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $105,796 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $399,444 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $399,444 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $571,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $207,795 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $14,369 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,369 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,299 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,299 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,362 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,362 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,362,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,361,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,818,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,038,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,273,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,493,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,232,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,170,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,172,360 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $297,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,518,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,518,132 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $153,272,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,175,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,661,714 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,101,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $448,244 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,169,866 | LandBOYAmt |
| Land EOY | $2,653,281 | LandEOYAmt |
| Land EOYFMV | $2,653,281 | LandEOYFMVAmt |
| Total Assets BOY | $155,740,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,347,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,833,127 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $32,033,652 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $29,114,394 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $10,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,610 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,044,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,125,004 | 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 | $123,696,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $139,222,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,696,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,222,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,740,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,347,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,696,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,232,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $149,928,679 | SubtotalAmt |
| Other Decreases | $10,706,549 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,222,130 | 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 |
| Gross Sales Price | $30,867,709 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,700,828 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,166,881 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,166,881 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,166,881 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,166,881 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,450,481 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $151,045,880 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,906,253 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $135,339,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,146,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $66,990,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,585,353 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,456,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,644,201 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,097,324 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053856 | DistributionYr5Rt |
| Total Distribution | 0.253049 | TotalDistributionRt |
| Average Distribution | 0.050610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $120,101,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,078,333 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $161,708 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,240,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,411,566 | 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 | $161,708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $161,708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $161,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $435,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $435,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $273,276 | OverpaymentAmt |
| Applied To ES Tax | $273,276 | 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 | EXECUTIVE DIRECTOR | 30.00 | $143,347 | $16,524 | $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 | 30.00 | $71,113 | $8,587 | $400 |
| Monique Moore | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | College Counselor | 30.00 | $54,424 | $4,238 | $480 |
| Brenda Stefanowski | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | Executive Assistant | 40.00 | $51,580 | $3,912 | $0 |
| Joanne Bertsch | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | REgional Director | 30.00 | $51,458 | $2,058 | $720 |
| Teresa Broccolo | ||||||||
| 100 N FIELD DRIVE SUTE 360 | lake Forest | IL | 60045 | Regional Director | 30.00 | $51,458 | $0 | $660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPONENT PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 MARKET STREET SUITE 600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $68,579 | CompensationAmt |
| 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, AND LINDBLOM MATH & SCIENCE ACADEMY HIGH SCHOOLS. | Description1Txt |
| Expenses1 | $454,795 | 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, AND LINDBLOM MATH & SCIENCE ACADEMY HIGH SCHOOLS. | Description2Txt |
| Expenses2 | $379,889 | 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, AND LINDBLOM MATH & SCIENCE ACADEMY HIGH SCHOOLS. | Description3Txt |
| Expenses3 | $430,463 | 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, AND LINDBLOM MATH & SCIENCE ACADEMY HIGH SCHOOLS. | Description4Txt |
| Expenses4 | $172,754 | 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 | $121,121,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $809,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,930,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,930,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,828,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,101,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,005,071 | 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 | $6,493,053 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $918,513 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,411,566 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $161,708 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,249,858 | 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 | $6,005,071 | CurrentYearAmt |
| Year1 | $732,362 | Year1Amt |
| Year2 | $63,209 | Year2Amt |
| Year3 | $71,035 | Year3Amt |
| Total | $6,871,677 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,104,310 | CurrentYearAmt |
| Year1 | $622,508 | Year1Amt |
| Year2 | $53,728 | Year2Amt |
| Year3 | $60,380 | Year3Amt |
| Total | $5,840,925 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,411,566 | CurrentYearAmt |
| Year1 | $6,450,481 | Year1Amt |
| Year2 | $4,906,253 | Year2Amt |
| Year3 | $4,383,230 | Year3Amt |
| Total | $23,151,530 | 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 | $7,411,566 | CurrentYearAmt |
| Year1 | $6,450,481 | Year1Amt |
| Year2 | $4,906,253 | Year2Amt |
| Year3 | $4,383,230 | Year3Amt |
| Total | $23,151,530 | 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 | $4,003,381 | CurrentYearAmt |
| Year1 | $5,034,863 | Year1Amt |
| Year2 | $4,511,317 | Year2Amt |
| Year3 | $2,233,017 | Year3Amt |
| Total | $15,782,578 | 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 | $454,795 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,795 | 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 | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,166,881 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,172,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,172,360 | 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 Person | JACK SCHULER | ContributorPersonNm |
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 | $17,333,223 | 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 | 78,522 SHS STERICYCLE INC | NoncashPropertyDesc |
| Fair Market Value | $10,883,223 | FairMarketValueAmt |
| Received | 2015-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $490 | 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 (30 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 | $17,710 | 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 | $929 | SL | 7.000000000000 | $71 | $0 | $71 |
| OFFICE FURNITURE | 2008-08-29 | $1,500 | $1,391 | SL | 7.000000000000 | $109 | $0 | $109 |
| 4441 COUNTRY TRAIL | 2009-07-01 | $270,000 | $37,793 | SL | 39.000000000000 | $4,904 | $0 | $4,904 |
| 122 PRAIRIE AVE | 2009-09-21 | $430,000 | $58,346 | SL | 39.000000000000 | $11,025 | $0 | $11,025 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $15,935 | 200DB | 5.000000000000 | $1,775 | $0 | $1,775 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $15,935 | 200DB | 5.000000000000 | $1,775 | $0 | $1,775 |
| HOUSE | 2011-07-20 | $423,500 | $37,562 | SL | 39.000000000000 | $10,859 | $0 | $10,859 |
| HOUSE - EUCLID | 2012-05-31 | $411,000 | $27,673 | SL | 39.000000000000 | $10,538 | $0 | $10,538 |
| 739 S. FOURTH | 2014-04-17 | $320,000 | $5,821 | SL | 39.000000000000 | $8,205 | $0 | $8,205 |
| 416 W GOLF ROAD | 2014-04-29 | $376,000 | $6,839 | SL | 39.000000000000 | $9,641 | $0 | $9,641 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | 200DB | 5.000000000000 | $4,912 | $0 | $5,100 | |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | 200DB | 5.000000000000 | $4,912 | $0 | $5,100 | |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | 200DB | 5.000000000000 | $4,912 | $0 | $5,100 | |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | 200DB | 5.000000000000 | $4,912 | $0 | $5,100 | |
| 2015 HONDA ODYSSEY | 2015-02-10 | $28,889 | 200DB | 5.000000000000 | $14,706 | $0 | $5,296 | |
| 2015 HONDA ODYSSEY | 2015-06-30 | $28,920 | 200DB | 5.000000000000 | $14,712 | $0 | $2,892 | |
| 1136 Dawes Ave | 2015-03-10 | $340,000 | SL | 39.000000000000 | $6,912 | $0 | $6,912 | |
| 521 Hemlock Ave | 2015-03-30 | $310,000 | SL | 39.000000000000 | $6,302 | $0 | $6,302 | |
| office FURNITURE | 2015-06-25 | $4,900 | 200DB | 7.000000000000 | $2,800 | $0 | $350 | |
| OFFICE FURNITURE | 2015-12-27 | $2,925 | 200DB | 7.000000000000 | $1,672 | $0 | $0 | |
| OFFICE FURNITURE | 2015-08-03 | $3,672 | 200DB | 7.000000000000 | $2,098 | $0 | $219 | |
| OFFICE FURNITURE | 2015-07-20 | $4,091 | 200DB | 7.000000000000 | $2,338 | $0 | $244 | |
| OFFICE FURNITURE | 2015-05-14 | $27,127 | 200DB | 7.000000000000 | $15,502 | $0 | $2,584 | |
| OFFICE FURNITURE | 2015-06-04 | $101,856 | 200DB | 7.000000000000 | $58,206 | $0 | $8,488 | |
| OFFICE SIGN | 2015-05-27 | $2,580 | 200DB | 7.000000000000 | $1,474 | $0 | $215 | |
| OFFICE BUILDOUT 100 n. FIELD DRIVE | 2015-07-01 | $63,553 | SL | 39.000000000000 | $748 | $0 | $748 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $419 | $2,695 |
| ABBVIE INC | $455 | $3,555 |
| ACCELERATE DIAGNOSTIS | $10,761,356 | $13,661,666 |
| ACORDA THERAPEUTICS | $1,217,030 | $2,001,805 |
| AVEO PHARMACEUTICALS | $0 | $0 |
| GTX | $25,738,084 | $4,386,868 |
| HANSEN MED INC | $41,322,136 | $10,329,838 |
| BIOLASE INC. | $14,539,513 | $4,948,582 |
| METABOLIX INC COM | $22,930,735 | $15,067,580 |
| QUIDEL | $17,797,536 | $25,377,757 |
| TENET HEALTHCARE | $1,619,087 | $2,758,270 |
| TRANSITION THERAPEUTICS | $24,072,695 | $7,653,345 |
| STERICYCLE | $176,675 | $9,469,753 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS | $5,459 | $5,459 | $0 | $0 |
| USED FURNITURE | $753 | $753 | $0 | $0 |
| VANS (2) | $48,604 | $19,485 | $29,119 | $29,119 |
| COMPUTERS (5) | $6,360 | $6,360 | $0 | $0 |
| OFFICE FURNITURE | $1,000 | $1,000 | $0 | $0 |
| OFFICE FURNITURE | $1,500 | $1,500 | $0 | $0 |
| 122 PRAIRIE AVE | $430,000 | $69,371 | $360,629 | $360,629 |
| 2009 HONDA ODYSSEY | $26,400 | $17,710 | $8,690 | $8,690 |
| 2009 HONDA ODYSSEY | $26,400 | $17,710 | $8,690 | $8,690 |
| HOUSE | $423,500 | $48,421 | $375,079 | $375,079 |
| HOUSE - EUCLID | $411,000 | $38,211 | $372,789 | $372,789 |
| 739 S. FOURTH | $320,000 | $14,026 | $305,974 | $305,974 |
| 416 W GOLF ROAD | $376,000 | $16,480 | $359,520 | $359,520 |
| 2014 HONDA ODYSSEY | $26,509 | $16,072 | $10,437 | $10,437 |
| 2014 HONDA ODYSSEY | $26,509 | $16,072 | $10,437 | $10,437 |
| 2014 HONDA ODYSSEY | $26,509 | $16,072 | $10,437 | $10,437 |
| 2014 HONDA ODYSSEY | $26,509 | $16,072 | $10,437 | $10,437 |
| 2015 HONDA ODYSSEY | $28,889 | $14,706 | $14,183 | $14,183 |
| 2015 HONDA ODYSSEY | $28,920 | $14,712 | $14,208 | $14,208 |
| 1136 Dawes Ave | $340,000 | $6,912 | $333,088 | $333,088 |
| 521 Hemlock Ave | $310,000 | $6,302 | $303,698 | $303,698 |
| office FURNITURE | $4,900 | $2,800 | $2,100 | $2,100 |
| OFFICE FURNITURE | $2,925 | $1,672 | $1,253 | $1,253 |
| OFFICE FURNITURE | $3,672 | $2,098 | $1,574 | $1,574 |
| OFFICE FURNITURE | $4,091 | $2,338 | $1,753 | $1,753 |
| OFFICE FURNITURE | $27,127 | $15,502 | $11,625 | $11,625 |
| OFFICE FURNITURE | $101,856 | $58,206 | $43,650 | $43,650 |
| OFFICE SIGN | $2,580 | $1,474 | $1,106 | $1,106 |
| OFFICE BUILDOUT 100 n. FIELD DRIVE | $63,553 | $748 | $62,805 | $62,805 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,525 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,525 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $10,706,549 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COLLEGE VISITS | $283,955 | $0 | $0 | $283,955 |
| COLLEGE COUNSELING | $146,508 | $0 | $0 | $146,508 |
| SUMMER COLLEGE PROGRAM | $379,889 | $0 | $0 | $379,889 |
| HIGH SCHOOL PROGRAM | $39,370 | $0 | $0 | $39,370 |
| MATH PROGRAM | $11,264 | $0 | $0 | $11,264 |
| OUTREACH | $24,210 | $0 | $0 | $24,210 |
| OFFICE EXPENSE | $142,162 | $0 | $0 | $142,162 |
| AMERICORPS | $566,517 | $0 | $0 | $566,517 |
| READING PROGRAM | $3,371 | $0 | $0 | $3,714 |
| SCHOLAR EVENTS | $40,160 | $0 | $0 | $40,160 |
| TECHNOLOGY | $173,376 | $0 | $0 | $173,376 |
| PAYROLL PROCESSING | $7,401 | $0 | $0 | $7,401 |
| SCHOLAR EXPOSURES | $164,565 | $0 | $0 | $164,565 |
| FILING FEES | $10 | $0 | $0 | $10 |
| STAFF RETREAT | $17,804 | $0 | $0 | $17,804 |
| GIFTS | $45,470 | $0 | $0 | $45,470 |
| LEADERSHIP CAMP | $172,754 | $0 | $0 | $172,754 |
| SUMMER INTERNATIONAL | $49,982 | $0 | $0 | $49,982 |
| SCHOLAR INCENTIVE AWARDS | $48,846 | $0 | $0 | $48,846 |
| INSURANCE | $29,622 | $0 | $0 | $29,622 |
| SECURITIES LENDING EXPENSE | $1,560 | $1,560 | $0 | $0 |
| MISCELLANEOUS | $13,478 | $0 | $0 | $13,478 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Revenue And Expenses Per Books | $5,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,200 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | security deposits | Desc |
| BOY Book Value | $10,650 | BOYBookValueAmt |
| EOY Book Value | $10,610 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $105,796 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $105,796 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PRIOR YEAR Tax PAYMENT | $136,077 | $0 | $0 | $0 |
| CURRENT YEAR ESTIMATED PAYMENTS | $435,000 | $0 | $0 | $0 |