Civic Intelligence

The Schroeder Foundation

990PF • Fiscal year 2023 • EIN 71-0904483

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profile
9241 SE 46th StreetMercer Island, WA 98040

(206) 851-8846

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.20x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-162%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$49,997

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 123.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

20th percentile

-5.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

72%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$1,057,067

Down $59,441 (-5.3%) from 2022

Net Assets

Down

$1,049,047

Down $65,501 (-5.9%) from 2022

Liabilities

Up

$8,020

Up $6,060 (+309%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin5th percentile

Revenue

Up

$40,552

Up $16,985 (+72%) from 2022

Expenses

Up

$106,052

Up $9,166 (+9.5%) from 2022

Net Income

Up

-$65,500

Up $7,819 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,062,644Liabilities 2015: $167,282Net Assets 2015: $1,895,3622015Assets 2016: $1,960,395Liabilities 2016: $178,080Net Assets 2016: $1,782,3152016Assets 2017: $1,710,708Liabilities 2017: $58,232Net Assets 2017: $1,652,4762017Assets 2018: $1,501,843Liabilities 2018: $57,873Net Assets 2018: $1,443,9702018Assets 2019: $1,307,968Liabilities 2019: $46,663Net Assets 2019: $1,261,3052019Assets 2020: $1,139,555Liabilities 2020: $1Net Assets 2020: $1,139,5552020Assets 2021: $1,189,823Liabilities 2021: $1Net Assets 2021: $1,189,8232021Assets 2022: $1,116,508Liabilities 2022: $1,960Net Assets 2022: $1,114,5482022Assets 2023: $1,057,067Liabilities 2023: $8,020Net Assets 2023: $1,049,0472023Assets 2024: $1,029,655Liabilities 2024: $2,095Net Assets 2024: $1,027,5602024

Highlighted filing

2023

Assets$1,057,067
Liabilities$8,020
Net Assets$1,049,047
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,210,084Expenses 2015: $314,722Net Income 2015: $1,895,3622015Revenue 2016: $30,347Expenses 2016: $178,369Net Income 2016: -$148,0222016Revenue 2017: $127,905Expenses 2017: $155,319Net Income 2017: -$27,4142017Revenue 2018: $83,564Expenses 2018: $192,070Net Income 2018: -$108,5062018Revenue 2019: -$28,941Expenses 2019: $140,173Net Income 2019: -$169,1142019Revenue 2020: $26,493Expenses 2020: $107,466Net Income 2020: -$80,9732020Revenue 2021: $122,916Expenses 2021: $110,516Net Income 2021: $12,4002021Revenue 2022: $23,567Expenses 2022: $96,886Net Income 2022: -$73,3192022Revenue 2023: $40,552Expenses 2023: $106,052Net Income 2023: -$65,5002023Revenue 2024: $9,963Expenses 2024: $90,312Net Income 2024: -$80,3492024

Highlighted filing

2023

Revenue$40,552
Expenses$106,052
Net Income-$65,500
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda J BlanchardPresident, DirectorPT$49,997-$49,997
John T PetrieSec./Treas, DirectorPT$29,999-$29,999
Filing and Contact Details

Filer

Filer Name
The Schroeder Foundation
EIN
71-0904483
In Care Of
% JOHN PETRIE
Phone
2068518846
Address
9241 SE 46th Street, Mercer Island, WA 98040

Signing Officer

Name
John Petrie
Title
Officer
Phone
2068518846
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
601 Union Street Suite 2300, Seattle, WA 98101
Preparer
Andrew Stuard
Phone
2063827777
Raw XML Appendix321 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04463
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt060128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt047664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0180879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS & OTHER INVESTMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0190177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt040552
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt079996
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-65500
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0118404
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02200
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04400
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030518
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0262
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09475
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt080396
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040552
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt080396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0106052
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28304
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013545
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-334
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LPL #3593 - SPY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LPL #3593 - QQQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MERILL LYNCH #2933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERILL LYNCH #2933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-10-05
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030518
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-65500
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01049048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01114548
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017034
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017034
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017034
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017313
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0279
IRS990PF/DistributableAmountGrp/TotalTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01464
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01464
IRS990PF/FMVAssetsEOYAmt01053901
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt08020
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt035284
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019141
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt058405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt060128
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0663039
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0748018
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0748018
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0261420
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0180879
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0190177
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01114548
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01049047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt098360
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01116508
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01057067
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01960
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01116508
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01114548
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0351532
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0251022
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05273
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017313
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0346259
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0351532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt049997
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Linda J Blanchard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John T Petrie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec./Treas, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0271 Shepard Way NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19241 SE 46th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bainbridge Island
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Mercer Island
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198040
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt080396
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt080396
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09241 SE 46TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Mercer Island
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098040
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN PETRIE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02068518846
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PER THE GRANT APPLICATION ON FILE WITH THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0John T Petrie
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02066542271
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09241 SE 46th Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Mercer Island
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOUNDATION DOCUMENTS LIMIT GRANTS TO RESTORATION OR REHABILITATION OF BUILDINGS WITH HISTORICAL OR ARCHITECTURAL SIGNIFICANCE IN USA OR FRANCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017034
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt084328
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt084328
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0270180
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt047287
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063362
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0354508
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0291146
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04400
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0661462
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEPOSIT WITH LA FOUNDATION VMF
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0746441
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0746441
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11577
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0262
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01561
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01561
TaxesSchedule/TaxesDetail/Amt09475
TaxesSchedule/TaxesDetail/Amt11130
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09475
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Petrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02068518846
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0710904483
ReturnHeader/Filer/InCareOfNm0% JOHN PETRIE
ReturnHeader/Filer/PhoneNum02068518846
ReturnHeader/Filer/USAddress/AddressLine1Txt09241 SE 46th Street
ReturnHeader/Filer/USAddress/CityNm0Mercer Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 Union Street Suite 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098101
ReturnHeader/PreparerPersonGrp/PhoneNum02063827777
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Stuard
ReturnHeader/ReturnTs02024-11-13T12:28:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,067
Liabilities
$8,020
Net assets
$1,049,047
Revenue
$40,552
Expenses
$106,052
Net income
-$65,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.04$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.11$0.02$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.05$1.26$0.03$0.14$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.06$1.44$0.08$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.06$1.65$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.18$1.78$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.17$1.90$2.21$0.31$1.90