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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
SCHOOLER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 6579
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH432060579
A Employer identification number

31-1157433
B Telephone number (see instructions)

(303) 449-0918
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$5,906,589J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 252 252  
4 Dividends and interest from securities... 108,242 108,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 224,340
b Gross sales price for all assets on line 6a 6,928,922
7 Capital gain net income (from Part IV, line 2)... 224,340
8 Net short-term capital gain.........  
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).......      
12 Total. Add lines 1 through 11........ 332,834 332,834  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,892 389   3,503
c Other professional fees (attach schedule).... Click to see attachment 27,888 27,888   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,166 1,925   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 49,172 397   48,775
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,118 30,599   52,278
25 Contributions, gifts, grants paid....... 98,375 98,375
26 Total expenses and disbursements. Add lines 24 and 25 188,493 30,599   150,653
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 144,341
b Net investment income (if negative, enter -0-) 302,235
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 4,685 14,117 14,117
2 Savings and temporary cash investments......... 105,239 292,537 292,537
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) 106,521 Click to see attachment162,935 162,935
b Investments—corporate stock (attach schedule)....... 4,221,086 Click to see attachment3,175,112 3,175,112
c Investments—corporate bonds (attach schedule)....... 1,260,728 Click to see attachment2,261,888 2,261,888
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 bullet914
Less: accumulated depreciation (attach schedule) bullet914      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,698,259 5,906,589 5,906,589
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)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,698,259 5,906,589
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,698,259 5,906,589
30 Total liabilities and net assets/fund balances (see instructions). 5,698,259 5,906,589
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,698,259
2
Enter amount from Part I, line 27a .....................
2
144,341
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
63,989
4
Add lines 1, 2, and 3 ..........................
4
5,906,589
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,906,589
Form 990-PF (2020)
Form 990-PF (2020)
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 2,666.732 SHS BLACKSTONE ALT MULTI-STRATEGY FUND P 2020-01-16 2020-05-27
b 6,158.657 SHS COHEN & STEERS REAL ESTATE SEC FD P 2020-02-11 2020-05-27
c 4,599.121 SHS DIAMOND HILL LONG/SHORT FUND P 2020-04-02 2020-04-08
d 1,619.801 SHS DODGE & COX INTL STOCK FUND P 2019-07-08 2020-05-14
e 3,013.273 SHS DODGE & COX INTL STOCK FUND P 2019-07-08 2020-05-27
3,980.313 SHS DODGE & COX INCOME FUND P 2019-05-07 2020-03-27
1,290.771 SHS DOUBLELINE TOTAL RETURN BOND FUND P 2020-05-27 2020-08-17
2,676.364 SHS DOUBLELINE TOTAL RETURN BOND FUND P 2020-01-09 2020-10-21
1,224.609 SHS EDGEWOOD GROWTH FUND P 2020-04-09 2020-05-27
3,748.748 SHS FIDELITY INTL INDEX FUND P 2019-07-08 2020-05-27
267.762 SHS FIDELITY INTL INDEX FUND P 2019-07-08 2020-06-08
380.639 SHS FIDELITY 500 INDEX FUND P 2020-04-02 2020-06-08
379.792 SHS FIDELITY 500 INDEX FUND P 2020-04-02 2020-09-10
253.674 SHS FIDELITY 500 INDEX FUND P 2020-04-02 2020-10-21
768.923 SHS FIDELITY 500 INDEX FUND P 2020-04-02 2020-12-28
1,794 SHS HEALTH CARE SELECT SECTOR SPDR FD P 2020-03-02 2020-05-27
540 SHS INVESCO QQQ TRUST SERIES 1 P 2020-03-02 2020-05-27
789 SHS ISHARES MSCI ALL COUNTRY ASIA ETF P 2020-02-28 2020-05-27
1,115 SHS ISHARES GLOBAL INFRASTRUCTURE ETF P 2020-03-02 2020-05-27
1,269 SHS ISHARES US TREASURY BOND ETF P 2020-05-27 2020-10-21
7,970 SHS ISHARES US TREASURY BOND ETF P 2020-05-27 2020-11-04
1,060 SHS ISHARES CORE MSCI EMERG MKTS ETF P 2020-01-09 2020-05-27
940 SHS ISHARES MSCI JAPAN ETF P 2019-10-29 2020-02-21
15,727.702 SHS JPMORGAN HIGH YIELD FUND P 2020-05-27 2020-11-05
587 SHS JPMORGAN BETABUILDERS CANADA ETF P 2020-05-27 2020-12-28
617 SHS JPMORGAN BETABUILDERS JAPAN ETF P 2020-05-27 2020-12-28
937 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2020-05-27 2020-10-21
1,240 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2020-05-27 2020-10-21
2,534 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2020-05-27 2020-12-16
1,079.875 SHS MFS INTL INTRINSIC VALUE FUND P 2019-07-08 2020-05-27
6,733.838 SHS NEUBERGER BERMAN LONG SHORT FUND P 2020-01-09 2020-05-27
1,975.508 SHS PGIM TOTAL RETURN BOND FUND P 2020-01-09 2020-05-27
11,362.493 SHS PIMCO COMMODITIESPLUS STRATEGY FD P 2020-02-14 2020-05-27
3,492.724 SHS PIMCO INV GRADE CREDIT BOND FUND P 2020-05-14 2020-05-27
1,652.797 SHS PIMCO TOTAL RETURN FUND P 2020-01-09 2020-05-27
132 SHS SCHWAB U.S. TIPS ETF P 2020-01-09 2020-05-27
2,255.608 SHS SIX CIRCLES US UNCONST EQUITY FUND P 2020-05-27 2020-10-21
1,162.575 SHS SIX CIRCLES US UNCONST EQUITY FUND P 2020-05-27 2020-12-28
2,086 SHS SPDR S&P OIL & GAS EXP & PROD ETF P 2019-07-08 2020-03-16
3,907.133 SHS T ROWE PRICE JAPAN FUND P 2020-02-21 2020-05-27
4,464.429 SHS T ROWE PRICE NEW ASIA FUND P 2020-02-21 2020-05-27
2,178 SHS VANECK GOLD MINERS EQUITY ETF P 2019-07-08 2020-05-27
2,965.424 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-10-30 2020-09-21
15,658.269 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-10-30 2020-11-04
1,553 SHS VANGUARD FINANCIALS ETF P 2019-07-25 2020-05-27
713 SHS VANGUARD MID-CAP ETF P 2019-07-08 2020-03-27
543 SHS VANGUARD MID-CAP ETF P 2019-07-08 2020-05-27
2,249 SHS ISHARES GOLD TRUST P 2020-03-13 2020-05-27
29,981.248 SHS BLACKSTONE ALT MULTI-STRATEGY FUND P 2017-07-06 2020-05-27
14,536.702 SHS BOSTON PART GLOBAL LONG/SHORT FUND P 2018-12-18 2020-04-02
5,095.987 SHS CRM LONG/SHORT OPPORTUNITIES FUND P 2018-12-18 2020-01-09
11,067.498 SHS CRM LONG/SHORT OPPORTUNITIES FUND P 2018-12-18 2020-01-16
14,131.025 SHS DOUBLELINE TOTAL RETURN BOND FUND P 2018-12-18 2020-05-01
3,321.624 SHS DOUBLELINE TOTAL RETURN BOND FUND P 2018-12-18 2020-08-17
2,438.269 SHS DOUBLELINE TOTAL RETURN BOND FUND P 2019-07-08 2020-10-21
49 SHS INVESCO QQQ TRUST SERIES 1 P 2018-12-07 2020-02-14
34 SHS INVESCO QQQ TRUST SERIES 1 P 2018-12-07 2020-02-18
227 SHS INVESCO QQQ TRUST SERIES 1 P 2018-12-07 2020-05-12
318 SHS INVESCO QQQ TRUST SERIES 1 P 2018-11-28 2020-05-27
464 SHS ISHARES S&P 500 GROWTH ETF P 2018-12-18 2020-01-09
1,438 SHS ISHARES S&P 500 GROWTH ETF P 2018-12-18 2020-05-27
639 SHS ISHARES S&P 500 VALUE ETF P 2018-12-18 2020-01-09
2,164 SHS ISHARES S&P 500 VALUE ETF P 2018-12-18 2020-05-27
700 SHS ISHARES MSCI ALL COUNTRY ASIA ETF P 2016-06-06 2020-02-21
482 SHS ISHARES MSCI ALL COUNTRY ASIA ETF P 2016-06-06 2020-02-21
780 SHS ISHARES MSCI ALL COUNTRY ASIA ETF P 2016-06-06 2020-03-27
468 SHS ISHARES MSCI ALL COUNTRY ASIA ETF P 2018-12-18 2020-05-27
400 SHS ISHARES MSCI INDIA ETF P 2016-06-06 2020-02-28
1,223 SHS ISHARES MSCI INDIA ETF P 2016-06-06 2020-02-28
1,826 SHS ISHARES MSCI INDIA ETF P 2016-06-06 2020-05-27
1,152 SHS ISHARES CORE MSCI EMERG MKTS ETF P 2018-09-19 2020-03-27
2,068 SHS ISHARES CORE MSCI EMERG MKTS ETF P 2018-09-19 2020-05-27
62 SHS ISHARES MSCI JAPAN ETF P 2018-09-19 2020-02-21
935 SHS ISHARES MSCI JAPAN ETF P 2018-09-19 2020-05-27
1,834.280 SHS JPMORGAN MANAGED INCOME FUND P 2018-09-05 2020-02-14
2,030.971 SHS JPMORGAN MANAGED INCOME FUND P 2018-09-05 2020-05-27
5,616.003 SHS NEUBERGER BERMAN GR CHINA EQ FUND P 2018-09-05 2020-05-27
1,335.113 SHS PGIM TOTAL RETURN BOND FUND P 2018-12-18 2020-03-04
7,109.559 SHS PGIM TOTAL RETURN BOND FUND P 2018-12-18 2020-05-01
5,421.211 SHS PGIM TOTAL RETURN BOND FUND P 2018-12-18 2020-05-27
807.578 SHS PIMCO TOTAL RETURN FUND P 2019-01-28 2020-02-24
1,674.419 SHS PIMCO TOTAL RETURN FUND P 2019-01-28 2020-03-04
7,133.835 SHS PIMCO TOTAL RETURN FUND P 2019-01-28 2020-05-01
11,424.190 SHS PIMCO TOTAL RETURN FUND P 2019-02-06 2020-05-27
183.657 SHS PRIMECAP ODYSSEY STOCK FUND P 2015-06-29 2020-02-18
494.144 SHS PRIMECAP ODYSSEY STOCK FUND P 2015-06-29 2020-03-04
3,622.032 SHS PRIMECAP ODYSSEY STOCK FUND P 2015-06-29 2020-04-02
1,731.001 SHS PRIMECAP ODYSSEY STOCK FUND P 2017-02-01 2020-04-09
1,881 SHS SCHWAB U.S. TIPS ETF P 2017-08-02 2020-05-27
1,032 SHS SPDR DJ GLOBAL REAL ESTATE ETF P 2017-12-28 2020-03-02
3,906.159 SHS THE ARBITRAGE FUND P 2018-12-18 2020-01-09
7,429.340 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-02-06 2020-05-27
19,689.280 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-02-06 2020-08-17
8,995.794 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-06-17 2020-09-10
6,830.799 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-06-17 2020-09-21
2,698.234 SHS VANGUARD TOTAL BOND MKT INDEX FUND P 2019-08-12 2020-11-04
820 SHS VANGUARD FINANCIALS ETF P 2019-04-10 2020-05-27
432 SHS VANGUARD REAL ESTATE ETF P 2017-12-28 2020-03-13
144 SHS VANGUARD REAL ESTATE ETF P 2017-12-28 2020-05-27
210 SHS VANGUARD MID-CAP ETF P 2019-02-06 2020-03-16
325 SHS VANGUARD MID-CAP ETF P 2019-02-06 2020-03-27
7,469 SHS ISHARES GOLD TRUST P 2019-02-06 2020-05-27
3,298.934 SHS MFS INTL INTRINSIC VALUE FUND P 2019-02-06 2020-05-27
PFIZER INC - CASH IN LIEU P 2019-02-06 2020-11-20
ISHARES GOLD TRUST P 2019-02-06 2020-06-30
CAPITAL GAINS DIVIDENDS P    
(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 25,121   28,507 -3,386
b 90,840   114,558 -23,718
c 99,019   92,488 6,531
d 50,473   67,659 -17,186
e 102,662   125,864 -23,202
54,371   54,650 -279
13,850   13,721 129
28,664   28,566 98
51,274   44,772 6,502
137,729   155,236 -17,507
10,700   11,088 -388
42,799   33,523 9,276
44,109   33,448 10,661
30,243   22,341 7,902
99,522   68,077 31,445
180,208   170,788 9,420
124,344   102,600 21,744
50,272   53,352 -3,080
42,991   50,754 -7,763
35,127   35,470 -343
221,304   222,766 -1,462
47,309   57,586 -10,277
53,214   55,002 -1,788
108,993   103,331 5,662
15,779   12,980 2,799
16,980   14,106 2,874
21,738   19,801 1,937
28,807   26,204 2,603
66,563   58,465 8,098
47,255   47,612 -357
99,526   99,092 434
28,566   28,560 6
41,132   57,608 -16,476
37,442   36,883 559
17,701   17,140 561
7,813   7,499 314
28,759   25,060 3,699
15,532   12,916 2,616
18,038   54,638 -36,600
60,795   57,591 3,204
78,663   86,387 -7,724
73,392   55,392 18,000
34,547   32,857 1,690
181,792   177,958 3,834
92,017   110,298 -18,281
93,533   120,366 -26,833
87,260   91,667 -4,407
36,810   32,751 4,059
282,423   319,956 -37,533
129,086   152,926 -23,840
51,419   47,444 3,975
111,118   103,038 8,080
148,941   147,163 1,778
35,641   34,985 656
26,114   26,000 114
11,497   7,908 3,589
7,980   5,487 2,493
50,419   36,658 13,761
73,225   53,647 19,578
92,169   71,213 20,956
285,167   220,699 64,468
83,255   65,328 17,927
238,798   221,238 17,560
50,023   38,265 11,758
34,453   26,348 8,105
45,461   48,378 -2,917
29,819   29,888 -69
12,812   11,223 1,589
39,091   34,315 4,776
48,365   51,234 -2,869
45,601   57,955 -12,354
92,298   106,408 -14,110
3,510   3,484 26
51,569   55,798 -4,229
18,435   18,361 74
20,371   20,330 41
52,678   55,374 -2,696
20,000   18,650 1,350
101,382   99,302 2,080
78,391   75,718 2,673
8,576   8,027 549
18,000   16,644 1,356
76,047   71,213 4,834
122,353   114,356 7,997
6,327   4,439 1,888
15,546   11,944 3,602
89,899   92,440 -2,541
47,135   45,872 1,263
111,334   103,840 7,494
50,131   50,476 -345
52,264   50,975 1,289
85,586   78,082 7,504
229,577   207,346 22,231
104,801   97,604 7,197
79,579   74,705 4,874
31,327   30,004 1,323
48,586   54,582 -5,996
34,329   35,021 -692
11,207   11,674 -467
25,644   32,469 -6,825
42,634   50,249 -7,615
122,246   91,205 31,041
144,361   76,609 67,752
27     27
107   107 0
24,210     24,210
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       -3,386
b       -23,718
c       6,531
d       -17,186
e       -23,202
      -279
      129
      98
      6,502
      -17,507
      -388
      9,276
      10,661
      7,902
      31,445
      9,420
      21,744
      -3,080
      -7,763
      -343
      -1,462
      -10,277
      -1,788
      5,662
      2,799
      2,874
      1,937
      2,603
      8,098
      -357
      434
      6
      -16,476
      559
      561
      314
      3,699
      2,616
      -36,600
      3,204
      -7,724
      18,000
      1,690
      3,834
      -18,281
      -26,833
      -4,407
      4,059
      -37,533
      -23,840
      3,975
      8,080
      1,778
      656
      114
      3,589
      2,493
      13,761
      19,578
      20,956
      64,468
      17,927
      17,560
      11,758
      8,105
      -2,917
      -69
      1,589
      4,776
      -2,869
      -12,354
      -14,110
      26
      -4,229
      74
      41
      -2,696
      1,350
      2,080
      2,673
      549
      1,356
      4,834
      7,997
      1,888
      3,602
      -2,541
      1,263
      7,494
      -345
      1,289
      7,504
      22,231
      7,197
      4,874
      1,323
      -5,996
      -692
      -467
      -6,825
      -7,615
      31,041
      67,752
      27
      0
      24,210
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 2 224,340
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,201
c All other domestic foundations enter 1.39% 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 4,201
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 4,201
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,210
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,210
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 3,009
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,009 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 the instructions
for the 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 changesClick to see attachment....
3
Yes
 
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)
    bulletOH
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (303) 449-0918

    Located atbulletPO BOX 6579COLUMBUSOH ZIP+4bullet432060579
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    S DEAN SCHOOLER TRUSTEE EMERITUS
    2.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    DAVID R SCHOOLER TRUSTEE/PRESIDENT
    2.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    HEATHER L SCHOOLER TRUSTEE/VICE PRESIDENT
    24.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    STEVEN J BARR TRUSTEE
    2.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    MATTHEW W SCHOOLER TRUSTEE/SECRETARY
    2.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    WESLEY H SCHOOLER TRUSTEE/TREASURER
    24.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    DEANA SCHOOLER PULS TRUSTEE
    2.00     		0 0 0
    PO BOX 6579
    COLUMBUS,OH432060579
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    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  
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    5,305,375
    b
    Average of monthly cash balances.......................
    1b
    99,831
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,405,206
    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
    5,405,206
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,078
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,324,128
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    266,206
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    266,206
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,201
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,201
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    262,005
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    262,005
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    262,005
    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
    150,653
    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
     
    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
    150,653
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    150,653
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 262,005
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 194,874
    c From 2017......  
    d From 2018...... 52,627
    e From 2019......  
    fTotal of lines 3a through e........ 247,501
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 150,653
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 150,653
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 111,352 111,352
    (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 5 136,149
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		136,149
    10 Analysis of line 9:
    a Excess from 2016.... 83,522
    b Excess from 2017....  
    c Excess from 2018.... 52,627
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    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) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    SCHOOLER FAMILY FOUNDATION
    PO BOX 6579
    COLUMBUS,OH432060579
    (303) 449-0918
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION DOES NOT ACCEPT UNINVITED, UNSOLICITED PROPOSALS. THE APPLICATION PROCESS BEGINS WITH A LETTER OF INQUIRY WHICH, IF APPROVED BY THE TRUSTEES, RESULTS IN AN INVITATION TO SUBMIT A PROPOSAL. THE FOUNDATION HAS ONE APPLICATION CYCLE EACH YEAR: LETTERS OF INQUIRY RECEIVED BY MAY 1; REQUESTS FOR PROPOSAL ISSUED ON JULY 1; PROPOSALS RECEIVED BY SEPTEMBER 1; AND GRANT AWARDS ANNOUNCED ON NOVEMBER 1. STANDARD POSTAL SUBMISSION OF LETTERS OF INQUIRY MAY BE ADDRESSED TO SCHOOLER FAMILY FOUNDATION, P.O. BOX 6579, COLUMBUS, OHIO 43206-0579.
    cAny submission deadlines:
    INITIAL LETTERS OF INQUIRY MUST BE RECEIVED BY MAY 1.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION ACCEPTS INQUIRIES FROM ORGANIZATIONS WHICH HAVE RECEIVED PAST FUNDING FROM THE FOUNDATION; ORGANIZATIONS LOCATED IN OR BENEFITING THE RESIDENTS AND COMMUNITIES OF COSHOCTON COUNTY, FRAZEYSBURG AND PERRYTON, OHIO; AND ORGANIZATIONS IDENTIFIED BY THE FOUNDATION'S BOARD OF TRUSTEES. THE FOUNDATION DOES NOT NORMALLY GRANT FUNDS TO INDIVIDUALS FOR ANY PURPOSE INCLUDING SCHOLARSHIP ASSISTANCE; DOES NOT MAKE LOANS OR PROGRAM-RELATED INVESTMENTS; AND DOES NOT, EXCEPT UNDER SPECIAL CIRCUMSTANCES, MAKE GRANTS TO OTHER PRIVATE, NON-OPERATING FOUNDATIONS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    OHIO FOUNDATION OF INDEPENDENT COLLEGES
    250 EAST BROAD STREET SUITE 1700
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY SCHOOLER FAMILY FOUNDATION SCHOLARSHIP PROGRAM 2020-2021 37,500
    PERRY TOWNSHIP BOARD OF TRUSTEES
    4353 REFORM ROAD NORTHEAST
    NEWARK,OH43055     		N/A PUBLIC CHARITY SHELTER HOUSE CONSTRUCTION 20,000
    PILOT DOGS INC
    625 WEST TOWN STREET
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY STUDENT SCHOLARSHIP 8,000
    ROSCOE VILLAGE FOUNDATION
    600 N WHITEWOMAN STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY VISITOR EDUCATION PROJECT 14,875
    THE SALVATION ARMY
    219 N FOURTH STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY EMERGENCY SOCIAL SERVICES PROGRAM 8,000
    UNITED WAY OF COSHOCTON COUNTY
    PO BOX 84
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY COVID-19 EMERGENCY RELIEF FUND 10,000
    Total .................................bullet 3a 98,375
    bApproved for future payment
    AMERICAN RED CROSS EAST CENTRAL OHIO CHAPTER
    143 S 30TH STREET
    NEWARK,OH43055     		N/A PUBLIC CHARITY EMERGENCY & BLOOD COLLECTION SERVICES 15,000
    CANDID
    6815 EUCLID AVENUE
    CLEVELAND,OH44103     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 500
    CLARY GARDEN FOUNDATION
    588 WEST CHESTNUT STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY PAVILION CONSTRUCTION 45,000
    COSHOCTON COUNTY DRUG COUNCIL
    610 WALNUT STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY FLIGHT SCHOOL ENTRANCE REMOVATION 30,456
    COSHOCTON REGIONAL AIRPORT AUTHORITY
    24569 AIRPORT ROAD
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY HANGAR CONSTRUCTION 50,000
    FERAL MOUNTAIN
    293 SPRING MOUNTAIN ROAD LOT A
    WARSAW,OH43844     		N/A PUBLIC CHARITY CAT TRAP NEUTER RETURN PROGRAM 5,000
    JUNIOR ACHIEVEMENT USA
    4353 EXECUTIVE CIRCLE NORTHWEST
    CANTON,OH44718     		N/A PUBLIC CHARITY COSHOCTON COUNTY SCHOOLS PROGRAMS 3,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 1,000
    OHIO FOUNDATION OF INDEPENDENT COLLEGES
    250 EAST BROAD STREET SUITE 1700
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY SCHOOLER FAMILY FOUNDATION SCHOLARSHIP PROGRAM 2021-2022 40,000
    PHILANTHROPY OHIO
    500 S FRONT STREET SUITE 900
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 1,000
    SKYDOG SANCTUARY
    23823 MALIBU ROAD SUITE 50-347
    MALIBU,CA90265     		N/A PUBLIC CHARITY PASTURE RESTORATION AND FENCING 20,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    2200 OLENTANGY RIVER ROAD
    COLUMBUS,OH43210     		N/A PUBLIC CHARITY MEDICAL CENTER, ADULT CONGENITAL HEART DISEASE FELLOWSHIP PROGRAM #5 OF 6 50,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    2200 OLENTANGY RIVER ROAD
    COLUMBUS,OH43210     		N/A PUBLIC CHARITY MEDICAL CENTER, ADULT CONGENITAL HEART DISEASE FELLOWSHIP PROGRAM #6 OF 6 50,000
    THE PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 500
    Total .................................bullet 3b 311,456
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 252  
    4 Dividends and interest from securities....     14 108,242  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 224,340  
    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).. 0 332,834 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    332,834
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    OHIO FOUNDATION OF INDEPENDENT COLLEGES250 EAST BROAD STREET SUITE 1700
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY SCHOOLER FAMILY FOUNDATION SCHOLARSHIP PROGRAM 2020-2021 37,500
    PERRY TOWNSHIP BOARD OF TRUSTEES4353 REFORM ROAD NORTHEAST
    NEWARK,OH43055     		N/A PUBLIC CHARITY SHELTER HOUSE CONSTRUCTION 20,000
    PILOT DOGS INC625 WEST TOWN STREET
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY STUDENT SCHOLARSHIP 8,000
    ROSCOE VILLAGE FOUNDATION600 N WHITEWOMAN STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY VISITOR EDUCATION PROJECT 14,875
    THE SALVATION ARMY219 N FOURTH STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY EMERGENCY SOCIAL SERVICES PROGRAM 8,000
    UNITED WAY OF COSHOCTON COUNTYPO BOX 84
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY COVID-19 EMERGENCY RELIEF FUND 10,000
    Total ...............................bullet 3a 98,375
    bApproved for future payment
    AMERICAN RED CROSS EAST CENTRAL OHIO CHAPTER143 S 30TH STREET
    NEWARK,OH43055     		N/A PUBLIC CHARITY EMERGENCY & BLOOD COLLECTION SERVICES 15,000
    CANDID6815 EUCLID AVENUE
    CLEVELAND,OH44103     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 500
    CLARY GARDEN FOUNDATION588 WEST CHESTNUT STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY PAVILION CONSTRUCTION 45,000
    COSHOCTON COUNTY DRUG COUNCIL610 WALNUT STREET
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY FLIGHT SCHOOL ENTRANCE REMOVATION 30,456
    COSHOCTON REGIONAL AIRPORT AUTHORITY24569 AIRPORT ROAD
    COSHOCTON,OH43812     		N/A PUBLIC CHARITY HANGAR CONSTRUCTION 50,000
    FERAL MOUNTAIN293 SPRING MOUNTAIN ROAD LOT A
    WARSAW,OH43844     		N/A PUBLIC CHARITY CAT TRAP NEUTER RETURN PROGRAM 5,000
    JUNIOR ACHIEVEMENT USA4353 EXECUTIVE CIRCLE NORTHWEST
    CANTON,OH44718     		N/A PUBLIC CHARITY COSHOCTON COUNTY SCHOOLS PROGRAMS 3,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 1,000
    OHIO FOUNDATION OF INDEPENDENT COLLEGES250 EAST BROAD STREET SUITE 1700
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY SCHOOLER FAMILY FOUNDATION SCHOLARSHIP PROGRAM 2021-2022 40,000
    PHILANTHROPY OHIO500 S FRONT STREET SUITE 900
    COLUMBUS,OH43215     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 1,000
    SKYDOG SANCTUARY23823 MALIBU ROAD SUITE 50-347
    MALIBU,CA90265     		N/A PUBLIC CHARITY PASTURE RESTORATION AND FENCING 20,000
    THE OHIO STATE UNIVERSITY FOUNDATION2200 OLENTANGY RIVER ROAD
    COLUMBUS,OH43210     		N/A PUBLIC CHARITY MEDICAL CENTER, ADULT CONGENITAL HEART DISEASE FELLOWSHIP PROGRAM #5 OF 6 50,000
    THE OHIO STATE UNIVERSITY FOUNDATION2200 OLENTANGY RIVER ROAD
    COLUMBUS,OH43210     		N/A PUBLIC CHARITY MEDICAL CENTER, ADULT CONGENITAL HEART DISEASE FELLOWSHIP PROGRAM #6 OF 6 50,000
    THE PHILANTHROPY ROUNDTABLE1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY OPERATING SUPPORT - 2021 500
    Total ................................bullet 3b 311,456

    TY 2020 AccountingFeesSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,892 389   3,503

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Name of Bond End of Year Book Value End of Year Fair Market Value
    23,890 SHS VANGUARD TOTAL BOND MKT INDEX FUND 277,598 277,598
    28,904 SHS BLACKROCK HIGH YIELD BOND FUND 225,449 225,449
    9,664 SHS PIMCO INV GRADE CREDIT BOND FUND 109,102 109,102
    4,560 SHS PIMCO INCOME FUND 55,223 55,223
    5,177 SHS SIX CIRCLES ULTRA SHORT DURATION FUND 51,925 51,925
    2,028 SHS VANGUARD MORTGAGE-BACKED SEC ETF 109,654 109,654
    3,256 SHS VANGUARD TOTAL INTL BOND ETF 190,639 190,639
    24,807 SHS VANGUARD TOTAL INTL BOND INDEX FUND 580,228 580,228
    53,857 SHS SIX CIRCLES GLOBAL BOND FUND 549,342 549,342
    10,955 SHS SIX CIRCLES CREDIT OPPORTUNITIES FUND 112,728 112,728

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2,037 SHS ISHARES CORE MSCI EMERGING MKTS ETF 126,375 126,375
    13,667 SHS FIDELITY 500 INDEX FUND 1,779,067 1,779,067
    33,785 SHS SIX CIRCLES US UNCONST EQUITY FUND 454,068 454,068
    1,191 SHS FIDELITY INTL INDEX FUND 54,319 54,319
    4,144 SHS JPMORGAN BETABUILDERS CANADA ETF 111,183 111,183
    35,206 SHS SIX CIRCLES INTL UNCONST EQUITY FUND 351,353 351,353
    2,246 SHS JPMORGAN BETABUILDERS EUROPE ETF 58,666 58,666
    6,166 SHS JPMORGAN BETABUILDERS JAPAN ETF 172,648 172,648
    2,492 SHS JPMORGAN BETABUILDERS DEV ASIA ETF 67,433 67,433

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    US Government Securities - End of Year Book Value:

    162,935
    US Government Securities - End of Year Fair Market Value:

    162,935
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT LABOR 45,000 0   45,000
    DIRECTORS AND OFFICERS LIABILITY INSURANCE 3,880 388   3,492
    REGISTRATION FEE 200 0   200
    POSTAGE AND SHIPPING 92 9   83


    TY 2020 OtherIncreasesSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 63,068
    NONDIVIDEND DISTRIBUTIONS 921


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 27,888 27,888   0


    TY 2020 TaxesSchedule
    Name:
    SCHOOLER FAMILY FOUNDATION
    EIN:
    31-1157433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,925 1,925   0
    2019 FORM 990-PF EXTENSION PAYMENT 4,000 0   0
    2020 FORM 990-PF TAX DEPOSITS 3,241 0   0