SCHULKE INN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SCHULKE INN FAMILY FOUNDATION (EIN 81-0836484)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202311319349100101
Schema version
2022v5.0
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)
Return2023-05-11T00:03:22-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-08SignatureDt
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
Preparation2023-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,294,200FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,191ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,750DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$127,071NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$329,540GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,341CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$263,209TotalRevAndExpnssAmt
Total Net Invst Incm$37,092TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$14,141OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,141OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$14,391TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,141TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,205ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,205ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$179,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,141TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$165,205TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$83,613ExcessRevenueOverExpensesAmt
Net Investment Income$22,951NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,718CashBOYAmt
Cash EOY$18,073CashEOYAmt
Cash EOYFMV$18,073CashEOYFMVAmt
Corporate Stock BOY$1,436,943CorporateStockBOYAmt
Corporate Stock EOY$1,119,607CorporateStockEOYAmt
Corporate Stock EOYFMV$1,276,127CorporateStockEOYFMVAmt
Other Investments BOY$455,148OtherInvestmentsBOYAmt
Other Investments EOY$269,212OtherInvestmentsEOYAmt
Total Assets BOY$1,911,809TotalAssetsBOYAmt
Total Assets EOY$1,406,892TotalAssetsEOYAmt
Total Assets EOYFMV$1,294,200TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,911,809NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,406,892NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,911,809TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,406,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,911,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,406,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,911,809TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$83,613ExcessRevenueOverExpensesAmt
Subtotal$1,995,422SubtotalAmt
Other Decreases$588,530OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,406,892TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,341CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$319InvestmentIncomeExciseTaxAmt
Subtotal$319SubtotalAmt
Tax Based On Investment Income$319TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$319ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$319TotalPaymentsAndCreditsAmt

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
Expenses1$60,000Expenses1Amt
Description2APEX FOR YOUTH SEE PART XIVDescription2Txt
Expenses2$50,000Expenses2Amt
Description3SHELTERING ARMS SEE PART XIVDescription3Txt
Expenses3$25,000Expenses3Amt

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$1,278,275AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,895AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$362,180FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,659,350TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,659,350AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,890CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,634,460NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,723MinimumInvestmentReturnAmt
Tax Based On Investment Income$319TaxBasedOnInvestmentIncomeAmt
Total Tax$319TotalTaxAmt
Distributable Before Adj$81,404DistributableBeforeAdjAmt
Distributable Before Ded$81,404DistributableBeforeDedAmt
Distributable As Adjusted$81,404DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,205ExpensesAndContributionsAmt
Qualifying Distributions$165,205QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,404DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,625ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,652ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$55,416ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$230,622ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$174,350ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$552,665TotalExcessDistributionCyovAmt
Qualifying Distributions$165,205QualifyingDistributionsAmt
Applied To Current Year$81,404AppliedToCurrentYearAmt
Remaining Distri From Corpus$83,801RemainingDistriFromCorpusAmt
Total Corpus$636,466TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,625ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$595,841ExcessDistriCyovToNextYrAmt
Excess From Year4$51,652ExcessFromYear4Amt
Excess From Year3$55,416ExcessFromYear3Amt
Excess From Year2$230,622ExcessFromYear2Amt
Excess From Year1$174,350ExcessFromYear1Amt
Excess From Current Year$83,801ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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.$60,000
SHELTERING ARMS NY
SHELTERING ARMS NY305 7TH AVENUE 2ND FLOOR305 7TH AVENUE 2ND FLOORNEW YORKNY10001NONETO PROMOTE THE CAUSE OF THE CHARITY.$25,000
HEAF ORG
HEAF ORG2090 ADAM CLAYTON POWELL2090 ADAM CLAYTON POWELLNEW YORKNY10027NONETO PROMOTE THE CAUSE OF THE CHARITY$1,000
HANA HUDSON
HANA HUDSONPO BOX 263PO BOX 263SPRING VALLEYNY10977NONETO PROMOTE THE CAUSE OF THE CHARITY$10,000
BENT ON LEARNING
BENT ON LEARNING26 BROADWAY 8TH FLOOR26 BROADWAY 8TH FLOORNEW YORKNY10004NONETO PROMOTE THE CAUSE OF THE CHARITY.$3,675
APEX FOR YOUTH
APEX FOR YOUTH195 CHRYSTIE ST 200195 CHRYSTIE ST 200NEW YORKNY10002NONETO PROMOTE THE CAUSE OF THE CHARITY.$50,000
GIRL SCOUTS OF NY
GIRL SCOUTS OF NY40 WALL ST 40840 WALL ST 408NEW YORKNY10005NONETO PROMOTE THE CAUSE OF THE CHARITY.$1,000
AMER SOC OF HEMATOLOGY
AMER SOC OF HEMATOLOGY2021 L ST NW 9002021 L ST NW 900WASHINGTON DCDC20036NONETO PROMOTE THE CAUSE OF THE CHARITY.$1,000
PLANNED PARENTHOOD
PLANNED PARENTHOOD26 BLEEKER ST26 BLEEKER STNEW YORKNY10012NONETO PROMOTE THE CAUSE OF THE CHARITY.$2,500
HEART OF DINNER
HEART OF DINNER31 HOWARD ST 40631 HOWARD ST 406NEW YORKNY10013NONETO PROMOTE THE CAUSE OF THE CHARITY$10,000
RISE AGAINST HUNGER
RISE AGAINST HUNGER4801 GLENWOOD AVE ST 2004801 GLENWOOD AVE ST 200RALEIGHNC27612NONETO PROMOTE THE CAUSE OF THE CHARITY.$1,030
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,205TotalGrantOrContriPdDurYrAmt

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$33,946RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$127,071RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$161,018RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,018TotalIncomeProducingActyAmt

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 COVERED2022-01PURCHASE2022-12$12,295$11,855$440
MORGAN STANLEY LONG TERM COVERED2020-01PURCHASE2022-12$311,904$190,614$121,290

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockM STANLEY ACCT 1213 COMMON STOCKStockNm
EOY Book Value$1,119,607EOYBookValueAmt
EOYFMV$1,276,127EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ETFS & CEFSFMV$83,001
MUTUAL FUNDSFMV$186,211

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN UNREALIZED GAINSDesc
Amt$588,530Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$14,141Amt
Net Investment Income$14,141NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS DEPT OF LAWCategoryTxt
Amt$250Amt

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