CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349107358
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:50:28-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 ROYAL PALM WAY SUITE 302 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261964753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE AND DAVID SCHULMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 9545930728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9513 SEA TURTLE DRIVE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHULMAN | PersonNm |
| Person Title | AUTHORIZED OFFICER | PersonTitleTxt |
| Phone | 9543856493 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | SCHULMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY COHEN | PreparerPersonNm |
| PTIN | P00642000 | PTIN |
| Phone | 5612406990 | PhoneNum |
| Preparation | 2023-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,038,565 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,247 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $69,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $407,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,894 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,894 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $114,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,820 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,084 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,084 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,906 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,906 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $285,493 | CashBOYAmt |
| Cash EOY | $182,630 | CashEOYAmt |
| Cash EOYFMV | $182,630 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $103,693 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,535 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,811 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $665,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $625,454 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $642,124 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,058,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,009,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,038,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,058,161 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,009,872 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,058,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,009,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,058,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,009,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,058,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48 | OtherIncreasesAmt |
| Subtotal | $1,009,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,009,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLC | P | 2022-12-31 | $1 | -$1 | -$1 | |
| KAYNE ANDERSON REAL ESTATE | P | 2022-12-31 | $7,370 | $7,370 | $7,370 | |
| STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUND | P | 2022-12-31 | $180 | $180 | $180 | |
| US TREASURY BILL | P | 2022-09-15 | $199,520 | $480 | $480 | $200,000 |
| US TREASURY BILL | P | 2022-10-25 | $199,435 | $565 | $565 | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,594 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $957 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $957 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,143 | OverpaymentAmt |
| Applied To ES Tax | $1,143 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID SCHULMAN | IndividualWithBooksNm |
| Phone | 9543856493 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9513 SEA TURTLE DRIVE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID SCHULMAN | ||||||||
| 9513 SEA TURTLE DRIVE | PLANTATION | FL | 33331 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARRIE SCHULMAN | ||||||||
| 9513 SEA TURTLE DRIVE | PLANTATION | FL | 33331 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STACEY S JERRY | ||||||||
| 9513 SEA TURTLE DRIVE | PLANTATION | FL | 33331 | SECRETARY | 0.00 | $0 | $0 | $0 |
| TODD L SCHULMAN | ||||||||
| 9513 SEA TURTLE DRIVE | PLANTATION | FL | 33331 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $117,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $635,884 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,053,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,053,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,038,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $957 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,580 | IncomeTaxAmt |
| Total Tax | $2,537 | TotalTaxAmt |
| Distributable Before Adj | $49,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,368 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,879 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,879 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,579 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,485 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,418 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,310 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,879 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,511 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $314,242 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $289,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,579 | ExcessFromYear4Amt |
| Excess From Year3 | $46,485 | ExcessFromYear3Amt |
| Excess From Year2 | $58,418 | ExcessFromYear2Amt |
| Excess From Year1 | $68,310 | ExcessFromYear1Amt |
| Excess From Current Year | $94,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SCHULMAN | ContributingManagerNm |
| Contributing Manager | CARRIE SCHULMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID SCHULMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9513 SEA TURTLE DRIVE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9545930728 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR APPLICATION NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIOBNS 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BARRINGTON STAGE COMPANY | ||||||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | PC | CHARITABLE | $250 | ||||
| CAN DO MS | ||||||||||
| 100 BEAVER CREEK SUITE 200 | AVON | CO | 81620 | PC | CHARITABLE | $5,000 | ||||
| FRIENDS OF UNITED HATZALAH | ||||||||||
| 208 E 51ST STREET 3303 | NEW YORK | NY | 10022 | PC | CHARITABLE | $36,000 | ||||
| GOODMAN JFS | ||||||||||
| 5890 SOUTH PINE ISLAND ROAD SUITE | DAVIE | FL | 33328 | PC | CHARITABLE | $11,900 | 201 | |||
| HANDY-LILIAN WELLS CENTER | ||||||||||
| 2501 NE 8TH STREET | FORT LAUDERDALE | FL | 33304 | PC | CHARITABLE | $2,500 | ||||
| HILLEL OF BROWARD AND PALM BEACH | ||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | PC | CHARITABLE | $3,500 | ||||
| JEWISH FEDERATION BERKSHIRES | ||||||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | PC | CHARITABLE | $11,720 | ||||
| BARRINGTON STAGE COMPANY | ||||||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | PC | CHARITABLE | $17,200 | ||||
| ALZHEIMER'S ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | CHARITABLE | $100 | ||||
| BRAUSER MAIMONIDES ACADEMY | ||||||||||
| 5300 SW 40TH AVE | FORT LAUDERDALE | FL | 33314 | PC | CHARITABLE | $1,500 | ||||
| BROWARD PARTNERSHIP | ||||||||||
| 920 NW 7TH AVE | FORT LAUDERDALE | FL | 33311 | PC | CHARITABLE | $500 | ||||
| THE CLEO INSTITUTE | ||||||||||
| 2103 CORAL WAY | MIAMI | FL | 33145 | PC | CHARITABLE | $6,000 | ||||
| COLORECTAL CANCER ALLIANCE | ||||||||||
| 1025 VERMONT AVE NW STE 1066 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $1,000 | ||||
| FAU FOUNDATION | ||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | PC | CHARITABLE | $1,000 | ||||
| JDC | ||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | CHARITABLE | $5,000 | ||||
| KIDS IN DISTRESS | ||||||||||
| 819 NE 26TH ST | FORT LAUDERDALE | FL | 33305 | PC | CHARITABLE | $700 | ||||
| MEMORIAL SLOAN KETTERING | ||||||||||
| 22 N LOOP RD | NEW YORK | NY | 10044 | PC | CHARITABLE | $100 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||
| 465 WAVERLY OAKS RD STE 202 | WALTHAM | MA | 02452 | PC | CHARITABLE | $360 | ||||
| RAMAT SHALOM | ||||||||||
| 11301 W BROWARD BLVD | PLANTATION | FL | 33325 | PC | CHARITABLE | $5,000 | ||||
| SIMCHA CONNECTION | ||||||||||
| 1580 79TH STREET CAUSEWAY | NORTHBAY VILLAGE | FL | 33141 | PC | CHARITABLE | $3,600 | ||||
| SPECIAL OLYMPICS | ||||||||||
| 19 CAMPBELL RD | BILLERICA | MA | 01821 | PC | CHARITABLE | $500 | ||||
| TEACH NJ | ||||||||||
| 259 CEDAR LANE | TEANECK | NJ | 07666 | PC | CHARITABLE | $1,000 | ||||
| ASPCA | ||||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | CHARITABLE | $500 | ||||
| ICIC FOUNDATION | ||||||||||
| PC | CHARITABLE | $449 | 2ND FLOOR WEST WING | BENGALURU | IN | |||||
| GABLE STAGE | ||||||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | PC | CHARITABLE | $1,500 | ||||
| JEWISH FEDERATION OF BROWARD | ||||||||||
| 5890 SOUTH PINE ISLAND ROAD | DAVIE | FL | 33328 | PC | CHARITABLE | $1,000 | ||||
| OHR TORAH STONE | ||||||||||
| 49 W 45TH STREET STE 701 | NEW YORK | NY | 10036 | PC | CHARITABLE | $5,000 | ||||
| LEAD EXPOSURE ELIMINATION PROJECT | ||||||||||
| PC | CHARITABLE | $8,000 | UNIT 10 THE LINEN HOUSE | LONDON | UK | |||||
| CANCER RESEARCH INSTITUTE | ||||||||||
| 55 BROADWAY ST | NEWTONVILLE | MA | 02460 | PC | CHARITABLE | $4,000 | ||||
| ANXIETY AND DEPRESSION ASSOCIATION | ||||||||||
| 8701 GEORGIA AVE STE 412 | SILVER SPRING | MD | 20910 | PC | CHARITABLE | $250 | ||||
| SIMON WISENTHAL CENTER | ||||||||||
| 1399 ROXBURY DR STE 100 | LOS ANGELES | CA | 90035 | PC | CHARITABLE | $8,000 | ||||
| HEART RYTHYM SOCIETY | ||||||||||
| 1325 G ST NW | WASHINGTON | DC | 20005 | PC | CHARITABLE | $500 | ||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||||
| 199 WATER ST | NEW YORK | NY | 10038 | PC | CHARITABLE | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,879 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,332 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,594 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,820 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARRIE AND DAVID SCHULMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9513 SEA TURTLE DRIVE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,247 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #5420 | StockNm |
| EOY Book Value | $201,788 | EOYBookValueAmt |
| EOYFMV | $213,811 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEQUITAS CAPITAL | AT COST | $1,362 | $1,362 |
| THOROFARE | AT COST | $203,775 | $203,074 |
| HARBOR HGI KF12 LLC | AT COST | $56,359 | $56,359 |
| HARBOR HGI KF62 LLC | AT COST | $21,485 | $21,485 |
| STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUND | AT COST | $165,381 | $182,546 |
| CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLC | AT COST | $26,879 | $27,085 |
| NATIONAL CLAIMS FUNDING | AT COST | $150,213 | $150,213 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $182 | $182 | $0 |
| HGI KF12 LLC - OTHER DEDUCTIONS | $940 | $940 | $0 |
| THOROFARE ASSET BASE LENDING | $304 | $304 | $0 |
| HGI KF62 LLC - OTHER DEDUCTIONS | $411 | $411 | $0 |
| KAYNE ANDERSON REAL ESTATE - OTHER DEDUCTIONS | $960 | $960 | $0 |
| STAR MOUNTAIN - OTHER DEDUCTIONS | $6,045 | $6,045 | $0 |
| CHICAGO ATLANTIC CRE HOLDINGS - OTHER DEDUCTIONS | $64 | $64 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUND | $1,655 | $1,655 | $1,655 |
| CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLC | $4,026 | $4,026 | $4,026 |
| NATIONAL CLAIMS FUNDING COMPANY FUND 1 LLC | $213 | $213 | $213 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES FROM K-1 REPORTING | Desc |
| Amt | $48 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,535 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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