CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349104153
Schema version
2023v5.1
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)
Return2024-11-15T11:52:59-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1231 ROYAL PALM WAY SUITE 7AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261964753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRIE AND DAVID SCHULMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCARRBusinessNameControlTxt
Phone9545930728PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SCHULMANPersonNm
Person TitleAUTHORIZED OFFICERPersonTitleTxt
Phone9543856493PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN KELLYPreparerPersonNm
PTINP01701906PTIN
Phone5612406990PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$984,208FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$78,495DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,495DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,298NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,270GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,298CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,092OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,092OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$122,885TotalRevAndExpnssAmt
Total Net Invst Incm$97,885TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$9,066InterestRevAndExpnssAmt
Interest Net Invst Incm$9,066InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,171TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,667OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,667OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,904TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,733TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,415ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,415ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,319TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,733TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$132,415TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,434ExcessRevenueOverExpensesAmt
Net Investment Income$75,152NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$182,630CashBOYAmt
Cash EOY$223,853CashEOYAmt
Cash EOYFMV$223,853CashEOYFMVAmt
Corporate Stock BOY$201,788CorporateStockBOYAmt
Corporate Stock EOY$176,102CorporateStockEOYAmt
Corporate Stock EOYFMV$176,102CorporateStockEOYFMVAmt
Other Investments BOY$625,454OtherInvestmentsBOYAmt
Other Investments EOY$573,532OtherInvestmentsEOYAmt
Other Investments EOYFMV$573,532OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$10,721OtherAssetsEOYAmt
Other Assets EOYFMV$10,721OtherAssetsEOYFMVAmt
Total Assets BOY$1,009,872TotalAssetsBOYAmt
Total Assets EOY$984,208TotalAssetsEOYAmt
Total Assets EOYFMV$984,208TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,009,872NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$984,208NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,009,872TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$984,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,009,872TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$984,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,009,872TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,434ExcessRevenueOverExpensesAmt
Other Increases$11,770OtherIncreasesAmt
Subtotal$984,208SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$984,208TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BHP GROUP LTDP2023-12-31$107,086$99,972$7,114$7,114
CHICAGO ATLANTIC CREDIT OPPORTUNITIES, LLCP2023-12-31$167$167$167
CAPITAL GAINS DIVIDENDSP$17$17$17
FieldValueIRS element (for citing)
Capital Gain Net Income$7,298CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,045InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,045SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,045TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,143EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,143TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$98OverpaymentAmt
Applied To ES Tax$98AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID SCHULMANIndividualWithBooksNm
Phone9543856493PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33331PRESIDENT1.00$0$0$0
CARRIE SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33331VICE PRESIDENT0.00$0$0$0
STACEY S JERRY
9513 SEA TURTLE DRIVEPLANTATIONFL33331SECRETARY0.00$0$0$0
TODD L SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33331DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$257,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$136,651AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$598,812FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$993,049TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$993,049AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,896CashDeemedCharitableAmt
Net Vl Noncharitable Assets$978,153NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,908MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,908MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,045TaxBasedOnInvestmentIncomeAmt
Income Tax$2,086IncomeTaxAmt
Total Tax$3,131TotalTaxAmt
Distributable Before Adj$45,777DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,777DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,777DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,415ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$132,415QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,777DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$21,579ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,485ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,418ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$68,310ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,511ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$289,303TotalExcessDistributionCyovAmt
Qualifying Distributions$132,415QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,777AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,638RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$375,941TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$21,579ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$354,362ExcessDistriCyovToNextYrAmt
Excess From Year4$46,485ExcessFromYear4Amt
Excess From Year3$58,418ExcessFromYear3Amt
Excess From Year2$68,310ExcessFromYear2Amt
Excess From Year1$94,511ExcessFromYear1Amt
Excess From Current Year$86,638ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SCHULMANContributingManagerNm
Contributing ManagerCARRIE SCHULMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SCHULMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33324ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9545930728RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR APPLICATION NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS EXCEPT THAT GRANTS ARE MADE EXCLUSIVELY TO BENEFIT RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL OR OTHER CHARITABLE ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BARRINGTON STAGE COMPANY
122 NORTH STREETPITTSFIELDMA01201PCCHARITABLE$29,450
FRIENDS OF UNITED HATZALAH
208 E 51ST STREET 3303NEW YORKNY10022PCCHARITABLE$25,000
GOODMAN JFS
5890 SOUTH PINE ISLAND ROAD SUITEDAVIEFL33328PCCHARITABLE$13,800201
HANDY-LILIAN WELLS CENTER
2501 NE 8TH STREETFORT LAUDERDALEFL33304PCCHARITABLE$2,500
HILLEL OF BROWARD AND PALM BEACH
777 GLADES ROADBOCA RATONFL33431PCCHARITABLE$1,000
JEWISH FEDERATION BERKSHIRES
196 SOUTH STREETPITTSFIELDMA01201PCCHARITABLE$12,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
465 WAVERLY OAKS RD STE 202WALTHAMMA02452PCCHARITABLE$500
RAMAT SHALOM
11301 W BROWARD BLVDPLANTATIONFL33325PCCHARITABLE$7,645
SIMCHA CONNECTION
1580 79TH STREET CAUSEWAYNORTHBAY VILLAGEFL33141PCCHARITABLE$3,600
AGAINST MALARIA FOUNDATION
310 W 20TH STREETKANSAS CITYMO64108PCCHARITABLE$5,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087PCCHARITABLE$1,000
BROWARD CHILDREN'S CENTER
200 SE 19TH AVEPOMPANO BEACHFL33060PCCHARITABLE$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCCHARITABLE$100
FAMILY PROMISE
112 SE 10TH STDELRAY BEACHFL33483PCCHARITABLE$7,500
FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018PCCHARITABLE$1,500
NATIONAL JEWISH HEALTH
271 MADISON AVE 19TH FLOORNEW YORKNY10016PCCHARITABLE$500
STAND WITH US
PO BOX 341069LOS ANGELESCA90034PCCHARITABLE$7,500
SUNRISE ASSOCIATION
11 NEIL COURTOCEANSIDENY11572PCCHARITABLE$5,000
TEAM SHARSHERET
14681 BISCAYNE BOULEVARD 121NORTH MIAMI BEACHFL33181PCCHARITABLE$360
TEMPLE YOUNG ISRAEL
3291 STIRLING RDDAVIEFL33312PCCHARITABLE$2,000
TOMORROW'S CHILDRENS FUND
30 PROSPECT AVEHACKENSACKNJ07601PCCHARITABLE$360
WORLD WILDLIFE FOUNDATION
1250 24TH STREET NWWASHINGTONDC20037PCCHARITABLE$100
YEHUDI
3790 ROYAL PALM AVEMIAMI BEACHFL33140PCCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,415TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,495ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,092ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,298ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$97,885ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,885TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCARRIE AND DAVID SCHULMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #5420StockNm
EOY Book Value$176,102EOYBookValueAmt
EOYFMV$176,102EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
THOROFAREAT COST$198,995$198,995
HARBOR HGI KF12 LLCAT COST$56,809$56,809
HARBOR HGI KF62 LLCAT COST$19,196$19,196
STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUNDAT COST$172,019$172,019
CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLCAT COST$27,539$27,539
NATIONAL CLAIMS FUNDINGAT COST$60,699$60,699
BI PARTNERSHIP IV LPAT COST$38,275$38,275

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$10,721EOYBookValueAmt
EOYFMV$10,721EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$86$86$0
HGI KF12 LLC - OTHER DEDUCTIONS$975$975$0
THOROFARE ASSET BASE LENDING$448$448$0
HGI KF62 LLC - OTHER DEDUCTIONS$302$302$0
STAR MOUNTAIN - OTHER DEDUCTIONS$6,205$6,205$0
LEGAL & PROFESSIONAL SERVICES$5,651$5,651$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUND$2,089$2,089$2,089
CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLC$3,758$3,758$3,758
NATIONAL CLAIMS FUNDING COMPANY FUND 1 LLC$2,507$2,507$2,507
LARKINS VACURA KAYSER$1,596$1,596$1,596
BI PARTNERSHIP IV LP$2,142$2,142$2,142

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCES FROM K-1 REPORTINGDesc
Amt$11,770Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,171Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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