CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201803129349100825
Schema version
2017v2.3
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)
Return2018-11-08T14:16:44-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650122603PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APPELROUTH FARAH & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 PONCE DE LEON BLVD STE 625AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261964753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRIE AND DAVID SCHULMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCARRBusinessNameControlTxt
Phone3054440999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33324ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SCHULMANPersonNm
Person TitleAUTHORIZED OFFICERPersonTitleTxt
Phone3054440999PhoneNum
Signature2018-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD L GOLDSTEINPreparerPersonNm
PTINP01072157PTIN
Phone3054440999PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.228.52.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-08IPDt
IP Tm15:16:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0F5679374DE8351E5FBFFD2905E0E50D12DE9DFCAtSubmissionCreationDeviceId
At Submission Filing Device Id7F8B80E18C28AFBAEFCC5457718EF9D4D68E027FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$834,771FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$223,900ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,695DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,695DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$50,676OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$50,676OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$287,271TotalRevAndExpnssAmt
Total Net Invst Incm$63,371TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$6,430InterestRevAndExpnssAmt
Interest Net Invst Incm$6,430InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$474TaxesRevAndExpnssAmt
Taxes Net Invst Incm$474TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,935OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,793OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,839TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,697TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,318ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,318ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,157TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,697TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,318TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$209,114ExcessRevenueOverExpensesAmt
Net Investment Income$49,674NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$115,670CashBOYAmt
Cash EOY$170,790CashEOYAmt
Cash EOYFMV$170,790CashEOYFMVAmt
Other Investments BOY$520,817OtherInvestmentsBOYAmt
Other Investments EOY$674,811OtherInvestmentsEOYAmt
Other Investments EOYFMV$663,981OtherInvestmentsEOYFMVAmt
Total Assets BOY$636,487TotalAssetsBOYAmt
Total Assets EOY$845,601TotalAssetsEOYAmt
Total Assets EOYFMV$834,771TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$636,487UnrestrictedBOYAmt
Unrestricted EOY$845,601UnrestrictedEOYAmt
Temporarily Restricted BOY$0TemporarilyRestrictedBOYAmt
Permanently Restricted BOY$0PermanentlyRestrictedBOYAmt
Tot Net Ast Or Fund Balances BOY$636,487TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$845,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$636,487TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$845,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$636,487TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$209,114ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$845,601SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$845,601TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$129,154NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.277576DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,628AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$115,394NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.282753DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,793AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$132,825NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.359819DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$210,789NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071161DistributionYr4Rt
Adjusted Qlfy Distri Yr5$14,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$67,925NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.213471DistributionYr5Rt
Total Distribution1.204780TotalDistributionRt
Average Distribution0.240956AverageDistributionRt
Net Vl Noncharitable Assets$227,441NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$54,803AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$497NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,300AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,318QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$993InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$993SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$993TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$31EsPenaltyAmt
Tax Due$1,024TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID SCHULMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9545930728PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33324ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33324PRESIDENT0.00$0$0$0
CARRIE SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33324VICE PRESIDENT0.00$0$0$0
STACEY S JERRY
9513 SEA TURTLE DRIVEPLANTATIONFL33324SECRETARY0.00$0$0$0
TODD L SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33324DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,854AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$200,051AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$230,905TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$230,905AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$227,441NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,372MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,372MinimumInvestmentReturnAmt
Tax Based On Investment Income$993TaxBasedOnInvestmentIncomeAmt
Total Tax$993TotalTaxAmt
Distributable Before Adj$10,379DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,379DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,379DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,318ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,318QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,318AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,379DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,104ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,461ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,152ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,002ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,392ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,111TotalExcessDistributionCyovAmt
Qualifying Distributions$35,318QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,379AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,939RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$139,050TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$11,104ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$127,946ExcessDistriCyovToNextYrAmt
Excess From Year4$4,461ExcessFromYear4Amt
Excess From Year3$41,152ExcessFromYear3Amt
Excess From Year2$28,002ExcessFromYear2Amt
Excess From Year1$29,392ExcessFromYear1Amt
Excess From Current Year$24,939ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SCHULMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33324ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9545930728RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR APPLICATION NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNO 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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 THIRD AVENUENEW YORKNY10017PCCHARITABLE$5,000
HANDY
501 NE 8TH STREETFT LAUDERDALEFL33304PCCHARITABLE$2,500
HILLEL OF BROWARD AND PALM BEACH
777 GLADES ROADBOCA RATONFL33431PCCHARITABLE$318
ORLOFF CAJE
5890 SOUTH PINE ISLAND ROADDAVIEFL33328PCCHARITABLE$10,000
DEBBIE'S DREAM FOUNDATION
TWO SOUTH UNIVERSITY DRIVE STE 326PLANTATIONFL33324PCCHARITABLE$3,000
AIM AT MELANOMA
3217 BOB O LINK COURTPLANOTX75093PCCHARITABLE$3,000
MAKE A WISH SOUTHERN FLORIDA INC
4491 SOUTH STATE ROAD 7 STE 201FORT LAUDERDALEFL33314PCCHARITABLE$500
SHE SHOULD RUN
718 7TH STREET NW 2ND FLOORWASHINGTONDC20001PCCHARITABLE$6,000
GABRIEL PROJECT MUMBAI
POBOX 5025BERGENFIELDNJ07621PCCHARITABLE$3,000
CAN DO MS
POBOX 5860AVONCO81620PCCHARITABLE$1,000
SIMCHA CONNECTION
1700 JFK CAUSEWAYN BAY VILLAGEFL33141CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,318TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,695ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,676ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,371ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,371TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33324ZIPCd
FieldValueIRS element (for citing)
Total Contributions$220,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIP INTEREST TRUCK CAP PTNRSAT COST$293,731$293,731
AEQUITAS CAPITALAT COST$108,028$108,028
PERSHING LLC BROKEARGE ACCOUNTAT COST$273,052$262,222

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$75$0$0
TRUCK CAPITAL PARTNERS INVESTMENT EXPENSES$4,626$4,626$0
TRUCK CAPITAL UNREALIZED DEPRECIATION$17,126$0$0
TACAM OPERATING EXPENSES$1,063$1,063$0
TACAM NET IRC SEC 475(F) LOSS$11,941$0$0
INVESTMENT EXPENSES$1,104$1,104$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTRUCK CAPITAL PARTNERS K-1Desc
Revenue And Expenses Per Books$50,676RevenueAndExpensesPerBooksAmt
Net Investment Income$50,676NetInvestmentIncomeAmt
Adjusted Net Income$50,676AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTRUCK CAPITAL PARTNERS -FORIEGN TAXCategoryTxt
Amt$474Amt
Net Investment Income$474NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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