SCHULKE INN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SCHULKE INN FAMILY FOUNDATION (EIN 81-0836484)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202441299349103314
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-08T18:24:34-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822326348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GAUN & COMPANY CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1231 GLEN COVE AVEAddressLine1Txt
CitySEA CLIFFCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11579ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810836484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHULKE INN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHUBusinessNameControlTxt
Phone3473928946PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WEST STREET APT 26FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRYAN SCHULKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3473928946PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRYANPersonFirstNm
Person LastSCHULKEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonC GAUN CFE CPA RIAPreparerPersonNm
PTINP00081409PTIN
Phone5167590217PhoneNum
Preparation2024-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,504,273FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,223DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,914DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$227,912GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$622CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$496OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$496OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$99,809TotalRevAndExpnssAmt
Total Net Invst Incm$32,033TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$11,590OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,590OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,840TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,089ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,089ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,929TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,840TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,880ExcessRevenueOverExpensesAmt
Net Investment Income$20,193NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,073CashBOYAmt
Cash EOY$23,920CashEOYAmt
Cash EOYFMV$23,920CashEOYFMVAmt
Corporate Stock BOY$1,119,607CorporateStockBOYAmt
Corporate Stock EOY$1,282,133CorporateStockEOYAmt
Corporate Stock EOYFMV$1,282,133CorporateStockEOYFMVAmt
Other Investments BOY$269,212OtherInvestmentsBOYAmt
Other Investments EOY$198,220OtherInvestmentsEOYAmt
Other Investments EOYFMV$198,220OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,406,892TotalAssetsBOYAmt
Total Assets EOY$1,504,273TotalAssetsEOYAmt
Total Assets EOYFMV$1,504,273TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,406,892NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,504,273NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,406,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,504,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,406,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,504,273TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,406,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,880ExcessRevenueOverExpensesAmt
Other Increases$86,501OtherIncreasesAmt
Subtotal$1,504,273SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,504,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$622CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$281InvestmentIncomeExciseTaxAmt
Subtotal$281SubtotalAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Tax Due$281TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksC GAUN CFE CPA RIAIndividualWithBooksNm
Phone5167590217PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1231 GLEN COVE AVENUEAddressLine1Txt
CitySEA CLIFFCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11579ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RYAN SCHULKE
30 WEST STREET APT26FNEW YORKNY10004TRUSTEE000.00$0$0$0
SANDY INN SCHULKE
30 WEST STREET APT 26FNEW YORKNY10004TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1LITTLE FLOWER CHILDREN & FAMILY SEE PART XIVDescription1Txt
Description2APEX FOR YOUTH SEE PART XIVDescription2Txt
Description3SHELTERING ARMS SEE PART XIVDescription3Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,200,870AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$368,322FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,599,225TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,599,225AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,575,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,762MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,762MinimumInvestmentReturnAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Total Tax$281TotalTaxAmt
Distributable Before Adj$78,481DistributableBeforeAdjAmt
Distributable Before Ded$78,481DistributableBeforeDedAmt
Distributable As Adjusted$78,481DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,089ExpensesAndContributionsAmt
Qualifying Distributions$77,089QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,481DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,652ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$55,416ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$230,622ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$174,350ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,801ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$595,841TotalExcessDistributionCyovAmt
Qualifying Distributions$77,089QualifyingDistributionsAmt
Applied To Current Year$77,089AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,392ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,392ExcessDistributionCyovAppCYAmt
Total Corpus$594,449TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$50,260ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$544,189ExcessDistriCyovToNextYrAmt
Excess From Year4$55,416ExcessFromYear4Amt
Excess From Year3$230,622ExcessFromYear3Amt
Excess From Year2$174,350ExcessFromYear2Amt
Excess From Year1$83,801ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LITTLE FLOWER CHILDRENS & FAMILY
LITTLE FLOWER CHILRENS & FAMILY SERVICES OF NY186 JORALEMON STREET186 JORALEMON STREETBROOKLYNNY11201NONETO PROMOTE THE CAUSE OF THE CHARITY.$50,000
BENT ON LEARNING
BENT ON LEARNING26 BROADWAY 8TH FLOOR26 BROADWAY 8TH FLOORNEW YORKNY10004NONETO PROMOTE THE CAUSE OF THE CHARITY.$10,000
MOUNT OLIVE ROBOTICS
MOUNT OLIVE ROBOTICS18 COREY RD18 COREY RDFLANDERSNJ07836NONETO PROTE THE CAUSE OF THE CHARITY.$1,000
TUNNELTOTOWERS-T2TORG
TUNNELTOTOWERS-T2TORG2361 HYLAN BLVD2361 HYLAN BLVDSTATEN ISLANDNY10306NONETO PROMOTE THE CAUSE OF THE CHARITY$2,027
BIKENYC
BIKENYC140 E 45TH ST140 E 45TH STNEW YORKNY10017NONETO PROMOTE THE CAUSE OF THE CHARITY$500
PACKER COLLEGIATE INSTITUTE
PACKER COLLEGIATE INSTITUTE170 JORALEMON ST170 JORALEMON STBROOKLYNNY11201NONETO PROMOTE THE CAUSE OF THE CHARITY$5,152
SALVATIONARMYUSAORG
SALVATIONARMYUSAORG615 SLATERS LANE615 SLATERS LANEALEXANDRIAVA22314NONETO PROMOTE THE CAUSE OF THE CHARITY$3,000
NFGSPASTICPARAPEGIA
NFGSPASTICPARAPLEGIA1900 CROWN COLONY DRIVE1900 CROWN COLONY DRIVEQUINCYMA02169NONETO PROMOTE THE CAUSE OF THE CHARITY$5,410
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,089TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,223RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$496RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$67,089RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$99,809RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,809TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MORGAN STANLEY SHORT TERM COVERED2023-01PURCHASE2023-12$6,041$998$5,043
MORGAN STANLEY LONG TERM COVERED2022-01PURCHASE2023-12$221,249$159,825$61,424

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
M STANLEY ACCT 1213 COMMON STOCK$947,696$947,696
M STANLEY ACCT 3213 COMMON STOCK$334,437$334,437

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ETFS & CEFSFMV$42,154$42,154
MUTUAL FUNDSFMV$156,066$156,066

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$496RevenueAndExpensesPerBooksAmt
Net Investment Income$496NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN UNREALIZED GAINSDesc
Amt$86,501Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$11,590Amt
Net Investment Income$11,590NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS DEPT OF LAWCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt

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