Out Of The Box Foundation Inc

Chicago, IL
Tax-exempt since Nov. 2001
EIN: 36-4410455

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$153k (2024)

Expenses

$130k (2024)

Total Assets

$904k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$152,597

Expenses

$129,870

Net Income

$22,727

Net Assets

$904,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171	0.1%
Dividends	$31,199	20.4%
Sales of Assets	$121,227	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,015	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$904,267
Total Liabilities	$0
Net Assets	$904,267

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$92,644

Expenses

$121,721

Net Income

-$29,077

Net Assets

$881,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$120	0.1%
Dividends	$30,434	32.9%
Sales of Assets	$62,090	67.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,201	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$881,159
Total Liabilities	$0
Net Assets	$881,159

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on April 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$82,149

Expenses

$110,874

Net Income

-$28,725

Net Assets

$910,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77	0.1%
Dividends	$28,711	34.9%
Sales of Assets	$53,361	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,015	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$910,419
Total Liabilities	$0
Net Assets	$910,419

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on March 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$203,946

Expenses

$85,134

Net Income

$118,812

Net Assets

$939,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$26,907	13.2%
Sales of Assets	$176,612	86.6%
Other Income	$419	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,215	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$939,144
Total Liabilities	$0
Net Assets	$939,144

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$109,758

Expenses

$113,238

Net Income

-$3,480

Net Assets

$820,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$24,855	22.6%
Sales of Assets	$84,893	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,500	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,332
Total Liabilities	$1
Net Assets	$820,331

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on April 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$50,219

Expenses

$88,120

Net Income

-$37,901

Net Assets

$823,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,074	44.0%
Sales of Assets	$28,145	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,115	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$823,812
Total Liabilities	$1
Net Assets	$823,811

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on June 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$105,941

Expenses

$81,668

Net Income

$24,273

Net Assets

$861,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,333	23.9%
Sales of Assets	$80,597	76.1%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,615	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$861,713
Total Liabilities	$0
Net Assets	$861,713

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$80,906

Expenses

$74,431

Net Income

$6,475

Net Assets

$837,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,545	32.8%
Sales of Assets	$54,361	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,250	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$837,440
Total Liabilities	$0
Net Assets	$837,440

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on May 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$91,196

Expenses

$78,444

Net Income

$12,752

Net Assets

$830,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,461	27.9%
Sales of Assets	$65,690	72.0%
Other Income	$45	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,015	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$830,965
Total Liabilities	$0
Net Assets	$830,965

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on April 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$68,291

Expenses

$69,271

Net Income

-$980

Net Assets

$818,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,166	39.8%
Sales of Assets	$41,125	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,339	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$818,213
Total Liabilities	$0
Net Assets	$818,213

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on March 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$103,560

Expenses

$62,541

Net Income

$41,019

Net Assets

$819,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,001	24.1%
Sales of Assets	$78,559	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,865	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$819,193
Total Liabilities	$0
Net Assets	$819,193

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on June 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$69,822

Expenses

$62,855

Net Income

$6,967

Net Assets

$778,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,001	35.8%
Sales of Assets	$44,821	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,000	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$778,174
Total Liabilities	$0
Net Assets	$778,174

Compensation

Key Employees and Officers	Compensation	Other
Susan Schaefer (Trustee)	$0	$0
Lee Tockman (Trustee)	$0	$0
Philip Gd Schaefer (Trustee)	$0	$0

990-PF

Filed on June 16, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$74,054

Expenses

$52,546

Net Income

$21,508

Net Assets

$771,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,030	33.8%
Sales of Assets	$49,024	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,950	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$771,207
Total Liabilities	$1
Net Assets	$771,206

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,447

Expenses

$52,746

Net Income

$9,701

Net Assets

$749,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,279	34.1%
Sales of Assets	$41,168	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,215	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$749,699
Total Liabilities	$1
Net Assets	$749,698

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Out Of The Box Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $153k (2024)

Expenses $130k (2024)

Total Assets $904k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$153k (2024)

Expenses

$130k (2024)

Total Assets

$904k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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