CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-26
- IRS object ID
- 201712079349100511
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-26T16:08:49-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810834456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLECKER & ASSOCIATES CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3835 NW BOCA RATON BLVD STE 300 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334315861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | 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 DR | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY S JERRY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9543388800 | PhoneNum |
| Signature | 2017-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN BLECKER | PreparerPersonNm |
| PTIN | P00051781 | PTIN |
| Phone | 9544936500 | PhoneNum |
| Preparation | 2017-07-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 7F6566B84D79D6CA44EC4D05B5CF094878D71A4D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CCC1BFED4F9CBF02EE12B9C8BDBD3C7AB8AFFF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $636,487 | 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 | $66,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,855 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,855 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,090 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,639 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,639 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $78,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,584 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $210 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $210 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $7,449 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,449 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $97,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,594 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $106,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,840 | CashBOYAmt |
| Cash EOY | $115,670 | CashEOYAmt |
| Cash EOYFMV | $115,670 | CashEOYFMVAmt |
| Other Investments BOY | $652,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $520,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $520,817 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $701,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $636,487 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $701,739 | UnrestrictedBOYAmt |
| Unrestricted EOY | $636,487 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $701,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $701,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $636,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $701,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,996 | ExcessRevenueOverExpensesAmt |
| Subtotal | $637,743 | SubtotalAmt |
| Other Decreases | $1,256 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $636,487 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,628 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.282753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $132,825 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.359819 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $210,789 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $67,925 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.213471 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.176827 | DistributionYr5Rt |
| Total Distribution | 1.104031 | TotalDistributionRt |
| Average Distribution | 0.220806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $129,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,518 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,850 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID SCHULMAN | IndividualWithBooksNm |
| Phone | 9545930728 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9513 SEA TURTLE DR | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 DR | PLANTATION | FL | 33324 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CARRIE SCHULMAN | ||||||||
| 9513 SEA TURTLE DR | PLANTATION | FL | 33324 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| STACEY S JERRY | ||||||||
| 9513 SEA TURTLE DR | PLANTATION | FL | 33324 | SECRETARY | 000.00 | $0 | $0 | $0 |
| TODD L SCHULMAN | ||||||||
| 9513 SEA TURTLE DR | PLANTATION | FL | 33324 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,121 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $131,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,458 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,458 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,458 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,458 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,850 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,458 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,152 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,392 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,923 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,812 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,104 | ExcessFromYear4Amt |
| Excess From Year3 | $4,461 | ExcessFromYear3Amt |
| Excess From Year2 | $41,152 | ExcessFromYear2Amt |
| Excess From Year1 | $28,002 | ExcessFromYear1Amt |
| Excess From Current Year | $29,392 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID 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 DR | 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 FORM OR APPLICATION IS NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTICTIONS OR LIMITATION EXCEPT THAT GRANTS ARE MADE EXCLUSIVELY TO BENEFIT RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL OR OTHER CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL ORGANIZATION FOR WOMEN | ||||||||
| P O BOX 1848 | MERRIFIELD | VA | 22116 | NONE | PUBLIC | CHARITABLE | $3,000 | |
| FOREVER FAMILY | ||||||||
| 501 NE 8 STREET | FT LAUDERDALE | FL | 33304 | NONE | PUBLIC | CHARITABLE | $3,000 | |
| FEED THE HUNGER INC | ||||||||
| P O BOX 2347 | BURLINGTON | NC | 27216 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| SUSAN B ANTHONY CENTER | ||||||||
| 1633 POINCIANA DR | PEMBROKE PINES | FL | 33025 | NONE | PUBLIC | CHARITABLE | $3,000 | |
| SISTERHOOD OF SALAAM SHALOM | ||||||||
| P O BOX 7117 | NORTH BRUNSWICK | NJ | 08902 | NONE | PUBLIC | CHARITABLE | $6,000 | |
| GOODMAN JEWISH FAMILY SERVICES | ||||||||
| 100 S PINE ISLAND RD | PLANTATION | FL | 33324 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| JOE DIMAGGIO'S MEMORIAL FOUNDATION | ||||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| JAFCO | ||||||||
| 4200 NORTH UNIVERSITY DR | FT LAUDERDALE | FL | 33351 | NONE | PUBLIC | CHARITABLE | $3,600 | |
| JEWISH FEDERATION | ||||||||
| 5890 PINE ISLAND RD | DAVIE | FL | 33328 | NONE | PUBLIC | CHARITABLE | $3,000 | ETHIOPIAN SCHOLARSHIP |
| CHILDRENS BRIDGE OF ZICHRON MENACHE | ||||||||
| 50 WEST 47 STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| JUNIOR ACHIEVEMENT OF SO FL | ||||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PUBLIC | CHARITABLE | $500 | |
| THE LIGHT OF LIFE FOUNDATION | ||||||||
| 12 AQUADUCT RD | MONROE TOWNSHIP | NJ | 08831 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| BARRINGTON STAGE COMPANY | ||||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| I CARE I CURE | ||||||||
| P O BOX 291386 | DAVIE | FL | 33329 | NONE | PUBLIC | CHARITABLE | $1,250 | |
| BROWARD HUMANE SOCIETY | ||||||||
| 2070 GRIFFIN RD | FT LAUDERDALE | FL | 33312 | NONE | PUBLIC | CHARITABLE | $250 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | CHARITABLE | $250 | |
| SIMCHA CONNECTION | ||||||||
| 1700 JFK CAUSEWAY | N BAY VILLAGE | FL | 33141 | NONE | PUBLIC | CHARITABLE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,855 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,090 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TRUCK PARTNERS K1 | $2,264 |
| TACAM LLC K1 | |
| UNREALIZED APPRECIATION | $1,375 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,639 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,584 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLECKER LEWINGER & CO | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTEREST TACAM LLC | FMV | $146,630 | $146,630 |
| PARTNERSHIP INTEREST TRUCK CAP PTNRS | FMV | $266,159 | $266,159 |
| AEQUITAS CAPITAL | FMV | $108,028 | $108,028 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISC | CategoryTxt |
| Legal Fees | $210 | LegalFeesAmt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX 2015 | $1,225 |
| INTERESWT ON FED TAX | $31 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| TACAM LLC - OPERATING | $1,313 | $1,313 |
| TACAM LLC - MANGT FEES | $496 | $496 |
| TRUCK CAPITAL PTNRS K1 | $5,105 | $5,105 |
| FOREIGN TAX TRUCK CAPITAL | $505 | $505 |
| BANK CHARGES | $15 | $15 |
| FOREIGN TAX TACAM | $160 | $160 |
| MTM SEC 475 TACAM | $89,927 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUCK PARTNERS K1 | $2,264 | $2,264 |
| UNREALIZED APPRECIATION | $1,375 | $1,375 |
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