Nonprofit · EIN 73-1312965
CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $294,559,250 | $347,365,697 | -$52,806,447 | $2,211,990,168 | $14,828,504 | $2,197,161,664 |
| December 31, 2023 | 990-PF | $175,512,514 | $381,817,906 | -$206,305,392 | $2,274,001,801 | $24,532,896 | $2,249,468,905 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $15,498,261
- Dividends
- $28,061,780
- Interest
- $21,416,529
- Net gain from sales of assets
- $243,272,258
- Other income
- -$13,689,578
Expenses
- Grants and similar amounts paid
- $333,458,941
- Disbursements for charitable purposes
- $341,807,866
- Excise tax on investment income
- $3,789,038
Balance sheet and other
- Total assets, start of year
- $2,274,001,801
- Total assets, end of year
- $2,211,990,168
- Total liabilities, end of year
- $14,828,504
- Net assets, end of year
- $2,197,161,664
- Fair market value of assets
- $3,034,631,595
- Qualifying distributions
- $341,807,866
- Net investment income
- $276,929,802
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stacy Schusterman PO Box 699, Tulsa, OK 741010699 | Chairperson & Director | 1 | $0 |
| Lynn Schusterman PO Box 699, Tulsa, OK 741010699 | Director | 1 | $0 |
| Lisa Eisen PO Box 699, Tulsa, OK 741010699 | Co-President | 40 | $0 |
| Julie Mikuta PO Box 699, Tulsa, OK 741010699 | Co-President | 40 | $0 |
| Matthew Schneider PO Box 699, Tulsa, OK 741010699 | Secretary | 1 | $0 |
| Janet Duffy PO Box 699, Tulsa, OK 741010699 | Vice-President - Finance & Accounting | 1 | $0 |
| David Weil PO Box 699, Tulsa, OK 741010699 | Co-President & Director | 40 | $0 |
| Raquel Gozzi PO Box 699, Tulsa, OK 741010699 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stacy Schusterman 110 West 7th Street, Tulsa, OK 74119 | Chairperson & Director | 1 | $0 |
| Lynn Schusterman 110 West 7th Street, Tulsa, OK 74119 | Director | 1 | $0 |
| Lisa Eisen 110 West 7th Street, Tulsa, OK 74119 | Co-President | 40 | $0 |
| Julie Mikuta 110 West 7th Street, Tulsa, OK 74119 | Co-President | 40 | $0 |
| Matthew Schneider 110 West 7th Street, Tulsa, OK 74119 | Secretary | 1 | $0 |
| Janet Duffy 110 West 7th Street, Tulsa, OK 74119 | Vice-President - Finance & Accounting | 1 | $0 |
| David Weil 110 West 7th Street, Tulsa, OK 74119 | Co-President & Director | 40 | $0 |
| Raquel Gozzi 110 West 7th Street, Tulsa, OK 74119 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 699, TULSA, OK 74101-0699
- Signed the 990-PF
- David Weil, Co-President
- Phone
- (918) 879-9644
- Website
- www.schusterman.org
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 73-1312965
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,211,990,168
- Income (IRS master file)
- $555,980,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $294,559,250 | $347,365,697 | $2,211,990,168 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $175,512,514 | $381,817,906 | $2,274,001,801 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1312965).
Questions about CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION
- What is the EIN of CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION is 73-1312965.
- Is CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $294,559,250, expenses of $347,365,697 and total assets of $2,211,990,168 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations