CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-08
- IRS object ID
- 201902819349100635
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-08T16:20:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PONCE DE LEON BLVD STE 625 | 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 | 2018-01-01 | 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 999 PONCE DE LEON BLVD NO 625 | 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 | 9545930728 | PhoneNum |
| Signature | 2019-10-08 | 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 | 12.228.52.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-08 | IPDt |
| IP Tm | 17:20:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F5679374DE8351E5FBFFD2905E0E50D12DE9DFC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F8B80E18C28AFBAEFCC5457718EF9D4D68E027F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $784,086 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$62,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,239 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$8,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,165 | 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 |
| Taxes Rev And Expnss | $1,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,790 | CashBOYAmt |
| Cash EOY | $149,412 | CashEOYAmt |
| Cash EOYFMV | $149,412 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $537 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $537 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $674,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $634,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $634,137 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $845,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $784,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $845,601 | UnrestrictedBOYAmt |
| Unrestricted EOY | $784,086 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $845,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $845,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $845,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $784,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $784,086 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,318 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $227,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.155284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $129,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.277576 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $115,394 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.282753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $132,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.359819 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $210,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071161 | DistributionYr5Rt |
| Total Distribution | 1.146593 | TotalDistributionRt |
| Average Distribution | 0.229319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $614,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $140,956 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,238 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $529 | OverpaymentAmt |
| Applied To ES Tax | $529 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SCHULMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3054440999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PONCE DE LEON BLVD STE 625 | 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 | ||||||||
| 999 PONCE DE LEON BLVD STE 625 | CORAL GABLES | FL | 33134 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CARRIE SCHULMAN | ||||||||
| 999 PONCE DE LEON BLVD STE 625 | CORAL GABLES | FL | 33134 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STACEY S JERRY | ||||||||
| 999 PONCE DE LEON BLVD STE 625 | CORAL GABLES | FL | 33134 | SECRETARY | 0.00 | $0 | $0 | $0 |
| TODD L SCHULMAN | ||||||||
| 999 PONCE DE LEON BLVD STE 625 | 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 | $235,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $624,034 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $624,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $614,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $563 | TotalTaxAmt |
| Distributable Before Adj | $30,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,152 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,579 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,525 | 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 | $4,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,152 | ExcessFromYear4Amt |
| Excess From Year3 | $28,002 | ExcessFromYear3Amt |
| Excess From Year2 | $29,392 | ExcessFromYear2Amt |
| Excess From Year1 | $24,939 | ExcessFromYear1Amt |
| Excess From Current Year | $21,579 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CAN DO MS | |||||||
| POBOX 5860 | AVON | CO | 81620 | PC | CHARITABLE | $1,000 | |
| SIMCHA CONNECTION | |||||||
| 1700 JFK CAUSEWAY | N BAY VILLAGE | FL | 33141 | PC | CHARITABLE | $1,000 | |
| BARRINGTON STAGE COMPANY | |||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | PC | CHARITABLE | $6,000 | |
| BBJU-JUSTICEUNITORG | |||||||
| 9513 SEA TURTLE DRIVE | PLANTATION | FL | 33324 | PC | CHARITABLE | $1,500 | |
| BERKSHIRE MEDICAL CENTER | |||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | PC | CHARITABLE | $1,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | CHARITABLE | $1,000 | |
| BROWARD PARTNERSHIP FOR HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 333117229 | PC | CHARITABLE | $8,000 | |
| CALIFORNIA COMMUNITY FOUNDATION WILDLIFE RELIEF | |||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | PC | CHARITABLE | $4,000 | |
| COACH ART | |||||||
| 312 ARIZONA AVENUE | SANTA MONICA | CA | 90401 | PC | CHARITABLE | $4,000 | |
| GOODMAN JFS | |||||||
| 5890 SOUTH PINE ISLAND ROAD SUITE | DAVIE | FL | 33328 | PC | CHARITABLE | $1,000 | 201 |
| HOLOCAUST DOCUMENTATION & EDUCATION CENTER | |||||||
| 3030 N FEDERAL HWY | DANIA BEACH | FL | 330042807 | PC | CHARITABLE | $5,000 | |
| JDC | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | CHARITABLE | $1,800 | |
| INTERNATIONAL LIFELINE FUND | |||||||
| 1220 L STREET NW SUITE 100-291 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $2,500 | |
| ISRAEL ELWYN | |||||||
| PO BOX 828284 | PHILADELPHIA | PA | 191828284 | PC | CHARITABLE | $500 | |
| JDRF | |||||||
| 6500 ROCK SPRING DRIVE SUITE 500 | BETHESDA | MD | 20817 | PC | CHARITABLE | $500 | |
| JEWISH FEDERATION OF BROWARD | |||||||
| 5890 SOUTH PINE ISLAND ROAD | DAVIE | FL | 333285933 | PC | CHARITABLE | $5,000 | |
| MEMORIAL FOUNDATION | |||||||
| 50 BROADWAY 34TH FLOOR | NEW YORK | NY | 10004 | PC | CHARITABLE | $1,000 | |
| MSKCC | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $1,000 | |
| SOUTH MAGNUS | |||||||
| PO BOX 661 | GEORGETOWN | CT | 068290661 | PC | CHARITABLE | $4,000 | |
| STJUDES | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | CHARITABLE | $200 | |
| TAP CANCER OUT | |||||||
| 411 BARNUM AVENUE CUTOFF 752 | STRATFORD | CT | 06614 | PC | CHARITABLE | $500 | |
| TRUSTEES UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 33324 | PC | CHARITABLE | $250 | |
| VICTORY LIVING PROGRAM | |||||||
| 1001 W CYPRESS CREEK ROAD SUITE 400 | FT LAUDERDALE | FL | 33309 | PC | CHARITABLE | $500 | |
| HELMETS FOR HELMETS | |||||||
| 9513 SEA TURTLE DRIVE | PLANTATION | FM | 33324 | PC | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,750 | 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 | $24,926 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,239 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$62,485 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,313 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,313 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$34,320 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$33,007 | 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 | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PERSHING #5193 | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $202,278 | GrossSalesPriceAmt |
| Basis | $264,763 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$62,485 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEQUITAS CAPITAL | AT COST | $75,742 | $75,742 |
| PERSHING LLC BROKEARGE ACCOUNT | AT COST | $6,891 | $6,891 |
| THOROFARE | AT COST | $200,000 | $200,000 |
| KAWA METHODIST | AT COST | $150,349 | $150,349 |
| HARBOR HCI KF12 | AT COST | $101,155 | $101,155 |
| CHCC | AT COST | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $135 | $0 | $0 |
| HGI KF 12 LLC - OTHER DEDUCTIONS | $36 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CCHC FUND I LP | $3,239 | $3,239 | $3,239 |
| MISCELLANEOUS | $1,313 | $1,313 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2017 EXCISE TAX ON INVESTMENT INCOME | $1,024 | $0 | $0 |
| 2018 EXCISE TAX ON INVESTMENT INCOME | $563 | $0 | $0 |
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