Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SCHULER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 N FIELD DRIVE SUITE 360
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE FOREST, IL60045
A Employer identification number

36-4154510
B Telephone number (see instructions)

(224) 880-1220
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$171,318,808J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 36,322,092
2 Check bullet.............
3 Interest on savings and temporary cash investments 16 16 16
4 Dividends and interest from securities... 350,895 350,895 350,895
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,800,064
b Gross sales price for all assets on line 6a 55,621,016
7 Capital gain net income (from Part IV, line 2)... 27,800,064
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,133 2,133 2,133
12 Total. Add lines 1 through 11........ 64,475,200 28,153,108 353,044
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,008 0 0 190,008
14 Other employee salaries and wages...... 4,010,569 0 0 4,010,569
15 Pension plans, employee benefits....... 951,124 0 0 951,124
16a Legal fees (attach schedule)......... Click to see attachment 1,863 0 0 1,863
b Accounting fees (attach schedule)....... Click to see attachment 7,094 0 0 7,094
c Other professional fees (attach schedule).... Click to see attachment 483,802 0 0 483,802
17 Interest............... 819,700 0 0 819,700
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,000 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 210,527 0 0
20 Occupancy.............. 170,108 0 0 170,108
21 Travel, conferences, and meetings....... 108,997 0 0 108,997
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,524,783 640 0 3,524,143
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,508,575 640 0 10,267,408
25 Contributions, gifts, grants paid....... 1,584,432 1,584,432
26 Total expenses and disbursements. Add lines 24 and 25 12,093,007 640 0 11,851,840
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,382,193
b Net investment income (if negative, enter -0-) 28,152,468
c Adjusted net income (if negative, enter -0-)... 353,044
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........   86,734 86,734
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 161,180,764 Click to see attachment154,170,139 147,597,077
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment30,000,000 21,207,300
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet3,302,164
Less: accumulated depreciation (attach schedule) bullet874,467 2,437,585 Click to see attachment2,427,697 2,427,697
15 Other assets (describe bullet) Click to see attachment593,847 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 164,212,196 186,684,570 171,318,808
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 43,500,232 48,793,475
22 Other liabilities (describe bullet) Click to see attachment90,341 Click to see attachment6,198
23 Total liabilities (add lines 17 through 22)......... 43,590,573 48,799,673
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 120,621,623 137,884,897
30 Total net assets or fund balances (see instructions)..... 120,621,623 137,884,897
31 Total liabilities and net assets/fund balances (see instructions). 164,212,196 186,684,570
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
120,621,623
2
Enter amount from Part I, line 27a .....................
2
52,382,193
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
173,003,816
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
35,118,919
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
137,884,897
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 55,621,016   27,820,952 27,800,064
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       27,800,064
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 27,800,064
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 8,833,683 85,546,170 0.103262
2016 7,300,542 83,241,662 0.087703
2015 7,249,858 120,101,416 0.060364
2014 6,450,481 151,045,880 0.042705
2013 4,906,253 135,339,506 0.036251
2
Total of line 1, column (d) .....................
2
0.330285
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.066057
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
120,187,435
5
Multiply line 4 by line 3......................
5
7,939,221
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
281,525
7
Add lines 5 and 6........................
7
8,220,746
8
Enter qualifying distributions from Part XII, line 4,.............
8
12,052,479
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 281,525
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 281,525
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 281,525
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 160,698
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 285,698
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2,076
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,097
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,097 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SCHULERPROGRAM.ORG
    14
    The books are in care ofbulletJACK SCHULER Telephone no.bullet (224) 880-1220

    Located atbullet100 N FIELD DRIVE SUITE 360LAKE FORESTIL ZIP+4bullet60045
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JACK W SCHULER PRESIDENT & SECRETARY
    1.00     		0 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    RENATE R SCHULER TREASURER
    1.00     		0 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    TANYA E SHARMAN VICE PRESIDENT
    1.00     		24,000 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    TINO H SCHULER VICE PRESIDENT
    1.00     		0 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    THERESE H HOFFMAN VICE PRESIDENT
    1.00     		0 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    JASON PATENAUDE EXECUTIVE DIRECTOR
    40.00     		166,008 9,130 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    SUSAN TOBACK DIRECTOR OF FINANCE
    40.00     		80,501 4,250 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    NICOLE O'CONNELL PROGRAM DIRECTOR
    40.00     		83,990 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    AMANDA MARSHALL DIRECTOR OF RECRUITI
    40.00     		75,598 4,158 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    KATHLEEN CLANCY REGIONAL DIRECTOR -
    40.00     		78,000 1,560 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    GAYLE MEYERS DIRECTOR OF COLLEGE
    40.00     		75,400 0 0
    100 N FIELD DRIVE SUTE 360
    LAKE FOREST,IL60045
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BILD GROUP LLC TECHNOLOGY SERVICES 192,430
    207 E OHIO STRET STE 248
    CHICAGO,IL60611
    ACORN ADVISORS CONSULTING SERVICES 80,709
    1347 N STATE PKWY
    CHICAGO,IL60610
    TEAMWORKS MARKETING CONSULTANT 78,000
    1 EAST WACKER DR SUITE 1620
    CHICAGO,IL60601
    SPARKWORKS CONSULTING SERVICES 70,808
    125 SOUTH CLARK STREET STE 1700
    CHICAGO,IL60603
    RUFFALO NOEL LEVITZ MARKETING CONSULTANT 63,000
    1025 KIRKWOOD PARKWAY SW
    CEDAR RAPIDS,IA52040
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 COLLEGE SCHOLARSHIPS FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. 289,052
    2 SUMMER COLLEGE PROGRAM FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. 756,378
    3 COLLEGE VISITS AND COUNSELING FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. 634,861
    4 LEADERSHIP CAMP FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. 248,860
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 THE SCHULER FOUNDATION DOES NOT HAVE ANY PROGRAM RELATEDINVESTMENTS 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    121,871,962
    b
    Average of monthly cash balances.......................
    1b
    145,739
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    122,017,701
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    122,017,701
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,830,266
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    120,187,435
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,009,372
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    11,851,840
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    200,639
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    12,052,479
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    281,525
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,770,954
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    2007-05-10
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    353,044 4,277,309 6,492 6,005,071 10,641,916
    b 85% of line 2a ......... 300,087 3,635,713 5,518 5,104,310 9,045,629
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		12,052,479 8,976,204 7,300,599 7,411,566 35,740,848
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		12,052,479 8,976,204 7,300,599 7,411,566 35,740,848
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		4,006,248 2,851,539 2,774,722 4,003,381 13,635,890
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JACK W SCHULER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS OF THE SCHOOL FOR ST JUDE TANZANIA
    PO BOX 3994
    RAPID CITY,SD57709     		NONE PC GENERAL SUPPORT 5,280
    ANTI CRUELTY SOCIETY
    157 WEST GRAND AVENUE
    CHICAGO,IL60654     		NONE PC GENERAL SUPPORT 2,000
    ART INSTITUTE OF CHICAGO
    111 SOUTH MICHIGAN AVE
    CHICAGO,IL60603     		NONE PC GENERAL SUPPORT 1,000
    BATES COLLEGE
    2 ANDREWS RD
    LEWISTON,ME04240     		NONE PC GENERAL SUPPORT 250,000
    BEACON PLACE COMMUNITY CHURCH
    603 S MCALISTER AVE
    WAUKEGAN,IL60085     		NONE PC GENERAL SUPPORT 1,000
    CARLETON COLLEGE
    ONE NORTH COLLEGE STREET
    NORTHFIELD,MN55057     		NONE PC GENERAL SUPPORT 250,000
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		NONE PC GENERAL SUPPORT 1,000
    CHICAGO MEDICINE & BIOLOGICAL SCIENCES
    130 E RANDOLPH ST STE 1400
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 1,000
    CHINTIMINI WILDLIFE CENTER
    311 NW LEWISBURG AVE
    CORVALLIS,OR97330     		NONE PC GENERAL SUPPORT 1,000
    COLLEGE SCHOLARSHIPS
    100 N FIELD DRIVE SUITE 360
    LAKE FOREST,IL60045     		NONE PC COLLEGE SCHOLARSHIPS 289,052
    COMMUNITY OUTREACH
    865 NW REIMAN AVENUE
    CORVALLIS,OR97330     		NONE PC GENERAL SUPPORT 1,000
    COOL FOOD PANTRY
    800 W GLEN FLORA AVE
    WAUKEGAN,IL60085     		NONE PC GENERAL SUPPORT 2,000
    CORVALLIS WALDORF SCHOOL
    3855 NE HIGHWAY 20
    CORVALLIS,OR97330     		NONE PC GENERAL SUPPORT 2,000
    CRAFT EMERGENCY RELIEF FUND INC
    PO BOX 838
    MONTPELIER,VT05601     		NONE PC GENERAL SUPPORT 3,500
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERSTOWN,MD21741     		NONE PC GENERAL SUPPORT 2,000
    EAGLE VALLEY HUMANE SOCIETY
    PO BOX 4105
    EAGLE,CO81631     		NONE PC GENERAL SUPPORT 1,000
    HERITAGE FOUNDATION
    227 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		NONE PC GENERAL SUPPORT 1,000
    HOOVED ANIMAL HUMANE SOCIETY
    10804 MCCONNELL ROAD
    WOODSTOCK,IL60098     		NONE PC GENERAL SUPPORT 1,500
    HOOVER INSTITUTION
    434 GALVEZ MALL
    STANFORD,CA94305     		NONE PC GENERAL SUPPORT 1,000
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024     		NONE PC GENERAL SUPPORT 1,000
    KNIGHTS OF COLUMBUS
    PO BOX 507
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    LAKE BLUFF HISTORICAL SOCIETY
    361 EAST WESTMINSTER
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 500
    LAKE FOREST LAKE BLUFF SENIOR CITIZEN'S FOUNDATION
    100 E OLD MILL ROAD
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    LAKE FOREST SYMPHONY
    400 E ILLINOIS RD
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    LAMBS FARM
    14245 W ROCKLAND RD
    LIBERTYVILLE,IL60048     		NONE PC GENERAL SUPPORT 1,000
    LANGUAGE & FRIENDSHIP INC
    8011 34TH AVENUE S
    BLOOMINGTON,MN55425     		NONE PC GENERAL SUPPORT 800
    LYRIC OPERA
    20 N WACKER DR
    CHICAGO,IL60606     		NONE PC GENERAL SUPPORT 1,000
    MIDDLEBURY COLLEGE
    700 EXCHANGE STREET
    MIDDLEBURY,VT05753     		NONE PC GENERAL SUPPORT 250,300
    MIDWEST YOUNG ARTISTS
    878 LYSTER ROAD
    HIGHWOOD,IL60040     		NONE PC GENERAL SUPPORT 500
    MOAB MUSIC FESTIVAL
    58 E SOUTH
    MOAB,UT84532     		NONE PC GENERAL SUPPORT 2,000
    MOTHER'S TRUST FOUNDATION
    400 E ILLINOIS RD
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    NATURE CONSERVANCY
    821 SE 14TH AVENUE
    PORTLAND,OR97214     		NONE PC GENERAL SUPPORT 3,500
    PAWS CHICAGO
    1997 N CLYBOURN AVENUE
    CHICAGO,IL60614     		NONE PC GENERAL SUPPORT 1,000
    SICKTOWN DERBY DAMES
    2397 NW KINGS BLVD
    CORVALLIS,OR97330     		NONE PC GENERAL SUPPORT 1,000
    TUCK SCHOOL OF BUSINESS
    100 TUCK HALL
    HANOVER,NH03755     		NONE PC GENERAL SUPPORT 1,500
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481     		NONE PC GENERAL SUPPORT 250,000
    WILLIAMS COLLEGE
    75 PARK AVE
    WILLIAMSTOWN,MA01267     		NONE PC GENERAL SUPPORT 250,000
    Total .................................bullet 3a 1,584,432
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 16  
    4 Dividends and interest from securities....     14 350,895  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 2,133  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 27,800,064  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 28,153,108 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    28,153,108
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    SCHULER FAMILY FOUNDATION
     
    Employer identification number

    36-4154510
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    SCHULER FAMILY FOUNDATION
          		Employer identification number
    36-4154510
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JACK SCHULER  
    100 N FIELD DRIVE SUITE 360
     
    LAKE FOREST, IL60045

    		$ 36,322,092


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    SCHULER FAMILY FOUNDATION
          		Employer identification number

    36-4154510
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100,000 SHARES MAZOR ROBOTICS LTD. $ 6,313,000 2018-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100,000 SHARES MAZOR ROBOTICS LTD. $ 6,700,500 2018-02-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 200,000 SHARES MAZOR ROBOTICS LTD. $ 13,658,000 2018-03-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 165,775 SHARES MAZOR ROBOTICS LTD. $ 9,650,592 2018-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    SCHULER FAMILY FOUNDATION
          		Employer identification number

    36-4154510
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,094 0 0 7,094

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Category Amount
    NONE 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    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 23,035 200DB 5.000000000000 1,775 0 0  
    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 91,421 SL 39.000000000000 11,025 0 0  
    2009 HONDA ODYSSEY 2009-05-14 26,400 21,260 200DB 5.000000000000 1,775 0 0  
    2009 HONDA ODYSSEY 2009-05-14 26,400 21,260 200DB 5.000000000000 1,775 0 0  
    HOUSE 2011-07-20 423,500 70,139 SL 39.000000000000 10,859 0 0  
    HOUSE - EUCLID 2012-05-31 411,000 59,287 SL 39.000000000000 10,538 0 0  
    739 S. FOURTH 2014-04-17 320,000 30,436 SL 39.000000000000 8,205 0 0  
    416 W GOLF ROAD 2014-04-29 376,000 35,762 SL 39.000000000000 9,641 0 0  
    2014 HONDA ODYSSEY 2014-06-26 26,509 9,627 200DB 5.000000000000 1,768 0 0  
    2014 HONDA ODYSSEY 2014-06-26 26,509 9,627 200DB 5.000000000000 1,768 0 0  
    2014 HONDA ODYSSEY 2014-06-26 26,509 9,627 200DB 5.000000000000 1,768 0 0  
    2014 HONDA ODYSSEY 2014-06-26 26,509 9,627 200DB 5.000000000000 1,768 0 0  
    2015 HONDA ODYSSEY 2015-02-10 28,889 12,623 200DB 5.000000000000 2,042 0 0  
    2015 HONDA ODYSSEY 2015-06-30 28,920 12,645 200DB 5.000000000000 2,046 0 0  
    1136 DAWES AVE 2015-03-10 340,000 24,348 SL 39.000000000000 8,718 0 0  
    521 HEMLOCK AVE 2015-03-30 310,000 22,198 SL 39.000000000000 7,948 0 0  
    OFFICE FURNITURE 2015-06-25 4,900 1,379 200DB 7.000000000000 306 0 0  
    OFFICE FURNITURE 2015-12-27 2,925 823 200DB 7.000000000000 183 0 0  
    OFFICE FURNITURE 2015-08-03 3,672 1,033 200DB 7.000000000000 229 0 0  
    OFFICE FURNITURE 2015-07-20 4,091 1,151 200DB 7.000000000000 255 0 0  
    OFFICE FURNITURE 2015-05-14 27,127 7,632 200DB 7.000000000000 1,694 0 0  
    OFFICE FURNITURE 2015-06-04 101,856 28,657 200DB 7.000000000000 6,361 0 0  
    OFFICE SIGN 2015-05-27 2,580 726 200DB 7.000000000000 161 0 0  
    OFFICE BUILDOUT 100 N. FIELD DRIVE 2015-07-01 63,553 4,008 SL 39.000000000000 1,630 0 0  
    OFFICE BUILDOUT 100 N. FIELD DRIVE 2018-12-01 84,440   SL 39.000000000000 90 0 0  
    OFFICE FURNITURE FOR BUILDOUT 2018-12-01 116,199   200DB 7.000000000000 116,199 0 0  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACCELERATE DIAGNOSTICS 30,000,000 21,207,300

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 419 4,340
    ABBVIE INC 455 5,531
    ACCELERATE DIAGNOSTICS 32,369,433 22,360,865
    GTX 1,207,371 63,024
    BIOLASE INC. RESTRICTED 24,125,777 24,125,777
    YIELD10 BIOSCIENCE 22,930,683 17,441,065
    QUIDEL 14,217,053 48,214,241
    OPKO HEALTH INC 24,072,683 1,988,686
    AURIS SURGICAL ROBOTICS, INC. 17,733,628 17,733,628
    NEOS THERAPEUTICS INC. 7,941,250 4,116,750
    BIOLASE INC. - WARRANTS 225,067 225,067
    BIOLASE INC. 631,352 298,701
    PACIFIC BIOSCIENCES CALIFORNIA 2,159,164 5,874,002
    VERU INC 999,600 999,600
    CONTRAFECT CORP 4,929,994 3,778,900
    STERICYCLE INC 626,210 366,900

    TY 2018 LandEtcSchedule2
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS 5,459 5,459 0 0
    USED FURNITURE 753 753 0 0
    VANS (2) 48,604 24,810 23,794 23,794
    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 430,000 102,446 327,554 327,554
    2009 HONDA ODYSSEY 26,400 23,035 3,365 3,365
    2009 HONDA ODYSSEY 26,400 23,035 3,365 3,365
    HOUSE 423,500 80,998 342,502 342,502
    HOUSE - EUCLID 411,000 69,825 341,175 341,175
    739 S. FOURTH 320,000 38,641 281,359 281,359
    416 W GOLF ROAD 376,000 45,403 330,597 330,597
    2014 HONDA ODYSSEY 26,509 22,555 3,954 3,954
    2014 HONDA ODYSSEY 26,509 22,555 3,954 3,954
    2014 HONDA ODYSSEY 26,509 22,555 3,954 3,954
    2014 HONDA ODYSSEY 26,509 22,555 3,954 3,954
    2015 HONDA ODYSSEY 28,889 25,825 3,064 3,064
    2015 HONDA ODYSSEY 28,920 25,851 3,069 3,069
    1136 DAWES AVE 340,000 33,066 306,934 306,934
    521 HEMLOCK AVE 310,000 30,146 279,854 279,854
    OFFICE FURNITURE 4,900 4,135 765 765
    OFFICE FURNITURE 2,925 2,469 456 456
    OFFICE FURNITURE 3,672 3,098 574 574
    OFFICE FURNITURE 4,091 3,452 639 639
    OFFICE FURNITURE 27,127 22,890 4,237 4,237
    OFFICE FURNITURE 101,856 85,946 15,910 15,910
    OFFICE SIGN 2,580 2,177 403 403
    OFFICE BUILDOUT 100 N. FIELD DRIVE 63,553 5,638 57,915 57,915
    OFFICE BUILDOUT 100 N. FIELD DRIVE 84,440 90 84,350 84,350
    OFFICE FURNITURE FOR BUILDOUT 116,199 116,199 0 0


    TY 2018 LegalFeesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,863 0 0 1,863


    TY 2018 OtherAssetsSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM BROKER 593,847    


    TY 2018 OtherDecreasesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Description Amount
    ADJUST DONATED STOCK TO DONOR BASIS 35,118,919


    TY 2018 OtherExpensesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COLLEGE VISITS 398,029 0 0 398,029
    INSURANCE 27,093 0 0 27,093
    SCHOLAR INCENTIVE AWARDS 61,078 0 0 61,078
    SUMMER INTERNATIONAL 24,671 0 0 24,671
    LEADERSHIP CAMP 248,860 0 0 248,860
    STAFF RETREAT 43,247 0 0 43,247
    FILING FEES 115 0 0 115
    SCHOLAR EXPOSURES 229,877 0 0 229,877
    PAYROLL PROCESSING 19,201 0 0 19,201
    TECHNOLOGY 189,378 0 0 189,378
    SCHOLAR EVENTS 63,766 0 0 63,766
    READING PROGRAM 3,131 0 0 3,131
    AMERICORPS 860,430 0 0 860,430
    OFFICE EXPENSE 205,370 0 0 205,370
    OUTREACH 32,121 0 0 32,121
    MATH PROGRAM 14,881 0 0 14,881
    HIGH SCHOOL PROGRAM 46,352 0 0 46,352
    SUMMER COLLEGE PROGRAM 756,378 0 0 756,378
    COLLEGE COUNSELING 236,832 0 0 236,832
    SECURITIES LENDING EXPENSE 640 640 0 0
    MISCELLANEOUS 44,268 0 0 44,268
    LATINO FAMILIES PROGRAM 19,065 0 0 19,065


    TY 2018 OtherIncomeSchedule2
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES LENDING INCOME 2,133 2,133 2,133


    TY 2018 OtherLiabilitiesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 5,398 6,198
    BANK OVERDRAFT 84,943 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 483,802 0 0 483,802


    TY 2018 TaxesSchedule
    Name:
    SCHULER FAMILY FOUNDATION
    EIN:
    36-4154510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CURRENT YEAR ESTIMATED PAYMENTS 30,000 0 0 0