CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349101836
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:20:58-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650122603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPELROUTH FARAH & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 ALHAMBRA CIRCLE STE 900 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | AFCO 355 ALHAMBRA CIRCLE NO 900 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHULMAN | PersonNm |
| Person Title | AUTHORIZED OFFICER | PersonTitleTxt |
| Phone | 9543856493 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD L GOLDSTEIN | PreparerPersonNm |
| PTIN | P01072157 | PTIN |
| Phone | 3054440999 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.217.88.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:20:53 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9AA7BD963171A5AEF7D4BBB8A47D770AB833453 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $978,797 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $42,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,903 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $242,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,903 | 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 |
| Legal Fees Rev And Expnss | $3,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,232 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,232 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,788 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,412 | CashBOYAmt |
| Cash EOY | $210,129 | CashEOYAmt |
| Cash EOYFMV | $210,129 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $537 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $483 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $483 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $634,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $768,185 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $768,185 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $784,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $978,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $978,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $784,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $978,797 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $784,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $978,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $784,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $978,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $784,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,161 | OtherIncreasesAmt |
| Subtotal | $978,861 | SubtotalAmt |
| Other Decreases | $64 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $978,797 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $614,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084191 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,318 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $227,441 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.155284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $129,154 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.277576 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.282753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $132,825 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.359819 | DistributionYr5Rt |
| Total Distribution | 1.159623 | TotalDistributionRt |
| Average Distribution | 0.231925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $127,754 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $973 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $973 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $604 | OverpaymentAmt |
| Applied To ES Tax | $604 | 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 | 3054440999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 ALHAMBRA CIRCLE SUITE 900 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | ||||||||
| 355 ALHAMBRA CIRCLE SUITE 900 | CORAL GABLES | FL | 33134 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARRIE SCHULMAN | ||||||||
| 355 ALHAMBRA CIRCLE SUITE 900 | CORAL GABLES | FL | 33134 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STACEY S JERRY | ||||||||
| 355 ALHAMBRA CIRCLE SUITE 900 | CORAL GABLES | FL | 33134 | SECRETARY | 0.00 | $0 | $0 | $0 |
| TODD L SCHULMAN | ||||||||
| 355 ALHAMBRA CIRCLE SUITE 900 | CORAL GABLES | FL | 33134 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $129,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,344 | IncomeTaxAmt |
| Total Tax | $2,713 | TotalTaxAmt |
| Distributable Before Adj | $3,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,675 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,152 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,002 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,392 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $191,549 | 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 | $41,152 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,002 | ExcessFromYear4Amt |
| Excess From Year3 | $29,392 | ExcessFromYear3Amt |
| Excess From Year2 | $24,939 | ExcessFromYear2Amt |
| Excess From Year1 | $21,579 | ExcessFromYear1Amt |
| Excess From Current Year | $46,485 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BARRINGTON STAGE COMPANY | |||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | PC | CHARITABLE | $10,000 | |
| GOODMAN JFS | |||||||
| 5890 SOUTH PINE ISLAND ROAD SUITE | DAVIE | FL | 33328 | PC | CHARITABLE | $2,800 | 201 |
| INTERNATIONAL LIFELINE FUND | |||||||
| 1220 L STREET NW SUITE 100-291 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $250 | |
| SIMCHA CONNECTION | |||||||
| 1700 JFK CAUSEWAY | N BAY VILLAGE | FL | 33141 | PC | CHARITABLE | $5,000 | |
| STJUDES | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | CHARITABLE | $500 | |
| TRUSTEES UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 33324 | PC | CHARITABLE | $250 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | CHARITABLE | $500 | |
| ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | PC | CHARITABLE | $500 | |
| CAMP NO LIMITS | |||||||
| 265 CENTRE ROAD | WALES | ME | 04280 | PC | CHARITABLE | $4,000 | |
| CHILD NET | |||||||
| 1100 W MCNAB RD | FORT LAUDERDALE | FL | 33309 | PC | CHARITABLE | $4,000 | |
| FAU FOUNDATION | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | PC | CHARITABLE | $200 | |
| FOOD FORWARD | |||||||
| 74120 FULTON AVENUE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | CHARITABLE | $6,000 | |
| 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 BUILDING LY-3A | BOCA RATON | FL | 33431 | PC | CHARITABLE | $1,000 | |
| I CARE I CURE FOUNDATION | |||||||
| PO BOX 291386 | DAVIE | FL | 33329 | PC | CHARITABLE | $500 | |
| JEWISH FAMILY SERVICE | |||||||
| 3201 SOUTH TAMARAC DRIVE | DENVER | CO | 802314360 | PC | CHARITABLE | $1,000 | |
| LANESBORO FIREMENS ASSOCIATION | |||||||
| 180 S MAIN STREET | LANESBORO | MA | 01237 | PC | CHARITABLE | $200 | |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PC | CHARITABLE | $200 | |
| PLANTATION VOLUNTEER FIREFIGHTERS ASSOCIATION | |||||||
| 5550 NW 65 AVENUE | PLANTATION | FL | 33317 | PC | CHARITABLE | $500 | |
| RAMAT SHALOM | |||||||
| 11301 WEST BROWARD BOULEVARD | PLANTATION | FL | 33325 | PC | CHARITABLE | $2,000 | |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | CHARITABLE | $60 | |
| SPECIAL OLYMPICS | |||||||
| 1915 DON WICKHAM DRIVE | CLEMONT | FL | 34711 | PC | CHARITABLE | $500 | |
| TANGLEWOOD | |||||||
| SYMPHONY HALL-301 MASSACHUSETTS | BOSTON | MA | 02215 | PC | CHARITABLE | $1,500 | AVENUE |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90045 | PC | CHARITABLE | $4,000 | |
| FUND FOR NEW WORLD DEVELOPEMENT | |||||||
| 402 HANCOCK ROAD | WILLIAMSTOWN | MA | 01267 | PC | CHARITABLE | $1,000 | |
| VFW | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | PC | CHARITABLE | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,160 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,903 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,903 | 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 | C/O AFCO 999 PONCE DE LEON BLVD STE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEQUITAS CAPITAL | AT COST | $19,949 | $19,949 |
| PERSHING LLC BROKEARGE ACCOUNT | AT COST | $133,885 | $133,885 |
| THOROFARE | AT COST | $201,439 | $201,439 |
| KAWA METHODIST | AT COST | $153,422 | $153,422 |
| HARBOR HGI KF12 LLC | AT COST | $58,356 | $58,356 |
| CHCC | AT COST | $100,000 | $100,000 |
| HARBOR HGI KF62 LLC | AT COST | $101,134 | $101,134 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $64 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $41 | $30 | $0 |
| HGI KF12 LLC - OTHER DEDUCTIONS | $1,188 | $1,188 | $0 |
| THOROFARE ASSET BASE LENDING | $446 | $446 | $0 |
| KAWA METHODIST - OTHER DEDUCTIONS | $7 | $7 | $0 |
| HGI KF62 LLC - OTHER DEDUCTIONS | $1,117 | $1,117 | $0 |
| OFFICE SUPPLIES | $108 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME REPORTED ON FORM FORM 990-T | Desc |
| Amt | $12,161 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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