CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-15
- IRS object ID
- 201602599349100105
- Schema version
- 2015v2.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-15T09:15:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 5300 W HILLSBORO BLVD STE 104 | AddressLine1Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330734395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 9549388800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE DRIVE RM/STE 700 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33334 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY S JERRY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9543388800 | PhoneNum |
| Signature | 2016-09-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN BLECKER | PreparerPersonNm |
| PTIN | P00051781 | PTIN |
| Phone | 9544936500 | PhoneNum |
| Preparation | 2016-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $701,739 | 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 | $182,197 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,956 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,203 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64,203 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $257,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,395 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $12,509 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,509 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,655 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,655 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$137 | CashBOYAmt |
| Cash EOY | $48,840 | CashEOYAmt |
| Cash EOYFMV | $48,840 | CashEOYFMVAmt |
| Other Investments BOY | $495,648 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $652,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $652,899 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $495,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $701,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $701,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $495,511 | UnrestrictedBOYAmt |
| Unrestricted EOY | $701,739 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $701,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $701,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,228 | ExcessRevenueOverExpensesAmt |
| Subtotal | $701,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $701,739 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $132,825 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.359819 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $210,789 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071161 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $67,925 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.213471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.176827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,392 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $70,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.176288 | DistributionYr5Rt |
| Total Distribution | 0.997566 | TotalDistributionRt |
| Average Distribution | 0.199513 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $115,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $572 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,200 | 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 | $572 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $572 | SubtotalAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $586 | TaxDueAmt |
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 | 9549388800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE DRIVE SUITE 700 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33334 | 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 | ||||||||
| 1000 CORPORATE DRIVE SUITE 700 | FT LAUDERDALE | FL | 33334 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| CARRIE SCHULMAN | ||||||||
| 1000 CORPORATE DRIVE SUITE 700 | FT LAUDERDALE | FL | 33334 | VICE PRESIDE | 10.00 | $0 | $0 | $0 |
| STACEY S JERRY | ||||||||
| 1000 CORPORATE DRIVE SUITE 700 | FT LAUDERDALE | FL | 33334 | SECRETARY | 10.00 | $0 | $0 | $0 |
| TODD L SCHULMAN | ||||||||
| 1000 CORPORATE DRIVE SUITE 700 | FT LAUDERDALE | FL | 33334 | DIRECTOR | 5.00 | $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 | $54,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,151 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $117,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $572 | TotalTaxAmt |
| Distributable Before Adj | $5,198 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,198 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $572 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,198 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,104 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,461 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,002 | RemainingDistriFromCorpusAmt |
| Total Corpus | $101,408 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,877 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,812 | ExcessFromYear4Amt |
| Excess From Year3 | $11,104 | ExcessFromYear3Amt |
| Excess From Year2 | $4,461 | ExcessFromYear2Amt |
| Excess From Year1 | $41,152 | ExcessFromYear1Amt |
| Excess From Current Year | $28,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 | 1000 CORPORATE DRIVE SUITE 700 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9549388800 | 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 (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| GREATER LA CHAPTER | 6033 W CENTURY BLVD | LOS ANGELES | CA | 90045 | NONE | PUBLIC | CHARITABLE | $4,000 |
| MARCH OF DIMES | ||||||||
| LA CHAPTER | 700 N BRAND BLVD | LOS ANGELES | CA | 91203 | NONE | PUBLIC | CHARITABLE | $4,000 |
| FLIPANY | ||||||||
| 1777 N DIXIE HWY | FT LAUDERDALE | FL | 33305 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| VOICES FOR CHILDREN | ||||||||
| 10097 CLEARY BLVD | PLANTATION | FL | 33324 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| AMERICAN HEART ASSOC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC | CHARITABLE | $500 | |
| HELPING ISRAEL FUND | ||||||||
| 9100 SOUTH DADELEND BLVD | MIAMI | FL | 33156 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 100 S PINE ISLAND RD | PLANTATION | FL | 33324 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| MEMORIAL FOUNDATION | ||||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | NONE | PUBLIC | CHARITABLE | $1,200 | |
| NATIONAL MS SOCIETY | ||||||||
| 3201 W COMMERCIAL BLVD | FT LAUDERDALE | FL | 33309 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| CHABAD OF PLANTATION | ||||||||
| 10165 CLEARY BLVD | PLANTATION | FL | 33324 | NONE | PUBLIC | CHARITABLE | $500 | |
| SIMCHA CONNECTION | ||||||||
| 1700 JOHN F KENNEDY CSWY | N BAY VILLAGE | FL | 33141 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,236 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,956 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TRUCK PARTNERS K1 | $8,656 |
| TACAM LLC K1 | $42,919 |
| UNREALIZED APPRECIATION | $12,628 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,203 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,395 | 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 | 1000 CORPORATE DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 700 | AddressLine2Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $182,197 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $276,561 | $276,561 |
| PARTNERSHIP INTEREST TRUCK CAP PTNRS | FMV | $268,310 | $268,310 |
| AEQUITAS CAPITAL | FMV | $108,028 | $108,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PASS THRU FROM LP | $1,282 | $1,282 |
| TRUCK CAPITAL PTNRS K1 | $4,081 | $4,081 |
| FOREIGN TAX | $272 | $272 |
| BANK CHARGES | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUCK PARTNERS K1 | $8,656 | $8,656 |
| TACAM LLC K1 | $42,919 | $42,919 |
| UNREALIZED APPRECIATION | $12,628 | $12,628 |
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