Civic Intelligence

Schroeder Foundation

990PF • Fiscal year 2021 • EIN 36-6192962

Dec 01, 2020 to Nov 30, 2021 • Filed on Dec 06, 2023

Organization Profile

765 North Sheridan RoadLake Forest, IL 60045

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet

Liabilities / Assets46th percentile

Assets

$4,634,661

No earlier filing loaded for comparison.

Net Assets

$4,583,965

No earlier filing loaded for comparison.

Liabilities

$50,696

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue65th percentile Net Margin76th percentile

Revenue

$360,848

No earlier filing loaded for comparison.

Expenses

$227,046

No earlier filing loaded for comparison.

Net Income

$133,802

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$4,634,661

Liabilities$50,696

Net Assets$4,583,965

Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$360,848

Expenses$227,046

Net Income$133,802

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2020 to Nov 30, 2021
Signed: Dec 6, 2023
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Elizabeth S Hough	President	-	$0	-	-
Charles E Schroeder	Vice President	-	$0	-	-
Charles E Schroeder Jr	Treasurer	-	$0	-	-
Timothy C Schroeder	Vice President	-	$0	-	-
Elizabeth R Schroeder	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Schroeder Foundation
EIN: 36-6192962
Phone: 8472346554
Address: 765 North Sheridan Road, Lake Forest, IL 60045

Signing Officer

Name: Elizabeth S Hough
Title: President
Signed: 2023-12-06
Discuss with paid preparer: Yes

Preparer

Firm: Dam Snell & Taveirne Ltd
Address: 1512 Artaius Pky Suite 100, Libertyville, IL 60048
Preparer: Barbara A Harpold
Phone: 8473674448

Raw XML Appendix296 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	12
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	360848
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	360848
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	332463
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	223000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	223000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	28373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	28373
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	133802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1025122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	12
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	12
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	332463
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	359057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	1650
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	3441
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	605
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1791
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	360848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1650
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	4046
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2018-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	208016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	229950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	80136
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	93269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	174237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	80136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-15179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	93269
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	404187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	2089 Baxter International Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	650 Vertex Pharmaceuticals Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	600 Netflix Com Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	2000 Visa Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2021-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2021-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	332463
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	133802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	552249
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	4583965
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	3897914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	4583965
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	208485
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	208485
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	208485
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	213476
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	4991
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	4991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	4395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	4991
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IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt	0	7500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	4634661
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IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	4334537
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	131732
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	65018
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	4269519
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	4334537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Elizabeth S Hough
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Charles E Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Charles E Schroeder Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Timothy C Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	Elizabeth R Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	4	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Lake Forest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Lake Forest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Lake Forest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Lake Forest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	4	Lake Forest
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	224650
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	765 North Sheridan Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Lake Forest
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	60045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Elizabeth S Hough
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8472346554
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Charles E Schroeder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	104000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	119000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Northwestern University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Various others
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1201 Davis Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	See attached details
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	See attached details
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	60045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	223000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	208485
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	208485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	61629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	6242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	20178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	2006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	2006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	104214
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	16165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	61629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	6242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	20178
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	224650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	16165
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	106220
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	90055
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Tax Preparation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1650
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	3300
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	25091
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Deferred Taxes
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	50696
TaxesSchedule/TaxesDetail/Amt	0	605
TaxesSchedule/TaxesDetail/CategoryTxt	0	Net investment income tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Elizabeth S Hough
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHR
ReturnHeader/Filer/EIN	0	366192962
ReturnHeader/Filer/PhoneNum	0	8472346554
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	765 North Sheridan Road
ReturnHeader/Filer/USAddress/CityNm	0	Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	363286666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Dam Snell & Taveirne Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1512 Artaius Pky Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Libertyville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60048
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8473674448
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Barbara A Harpold
ReturnHeader/ReturnTs	0	2023-12-06T08:28:22-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Elizabeth S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Hough
ReturnHeader/TaxPeriodBeginDt	0	2020-12-01
ReturnHeader/TaxPeriodEndDt	0	2021-11-30
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $4,634,661
Liabilities: $50,696
Net assets: $4,583,965
Revenue: $360,848
Expenses: $227,046
Net income: $133,802

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$5.41	$0.05	$5.36	$0.67	$0.32	$0.34
2023Detailed filing. Detailed filing data is available for this year.	$4.47	$0.06	$4.41	$0.19	$0.23	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$3.86	$0.05	$3.80	$0.46	$0.23	$0.24
2021Detailed filing. Detailed filing data is available for this year.	$4.63	$0.05	$4.58	$0.36	$0.23	$0.13