CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-10
- IRS object ID
- 201512229349100016
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-10T11:28:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650475980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLECKER LEWINGER & COMPANY | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 700 | AddressLine2Txt |
| 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 | 9549388800 | PhoneNum |
| Signature | 2015-07-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN BLECKER | PreparerPersonNm |
| PTIN | P00051781 | PTIN |
| Phone | 9544936500 | PhoneNum |
| Preparation | 2015-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $492,387 | 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 | $264,614 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,111 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $265,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,185 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,592 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,593 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,578 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,578 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $850 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $850 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,686 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288,774 | CashBOYAmt |
| Cash EOY | -$137 | CashEOYAmt |
| Cash EOYFMV | -$137 | CashEOYFMVAmt |
| Other Investments EOY | $492,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,524 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $288,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $492,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $492,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $288,774 | UnrestrictedBOYAmt |
| Unrestricted EOY | $492,387 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $288,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $492,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $492,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $288,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,613 | ExcessRevenueOverExpensesAmt |
| Subtotal | $492,387 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $492,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $210,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071161 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,925 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.213471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176827 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,392 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,294 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.176288 | DistributionYr4Rt |
| Total Distribution | 0.637747 | TotalDistributionRt |
| Average Distribution | 0.159437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $132,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,177 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,177 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,793 | 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 | 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 | 10.00 | $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 | $41,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,848 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $134,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,641 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,641 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,641 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,641 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,793 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,793 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,641 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,812 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,104 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,793 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,641 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,152 | RemainingDistriFromCorpusAmt |
| Total Corpus | $73,406 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,877 | ExcessFromYear4Amt |
| Excess From Year3 | $7,812 | ExcessFromYear3Amt |
| Excess From Year2 | $11,104 | ExcessFromYear2Amt |
| Excess From Year1 | $4,461 | ExcessFromYear1Amt |
| Excess From Current Year | $41,152 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOE DIMAGGIOS CHILDRENS HOSPITAL | |||||||
| 1005 JOE DIMAGGIO DRIVE | HOLLYWOOD | FL | 33021 | NONE | PUBLIC | CHARITABLE | $1,000 |
| ORLOFF CAJE | |||||||
| 5890 SOUTH PINE ISLAND RD | DAVIE | FL | 33328 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BUONICONTI FUND TO CURE PARALYSIS | |||||||
| 1095 NW 14 TERRACE | MIAMI | FL | 33136 | NONE | PUBLIC | CHARITABLE | $500 |
| HOLOCAUST DOCUMENTATION | |||||||
| 2031 HARRISON STREET | HOLLYWOOD | FL | 33020 | NONE | PUBLIC | CHARITABLE | $10,000 |
| EDUCATION FUND TO STOP GUN VIOLENCE | |||||||
| 805 15 STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | CHARITABLE | $6,000 |
| HONOR FLIGHT | |||||||
| P O BOX 16821 | PLANTATION | FL | 33318 | NONE | PUBLIC | CHARITABLE | $3,000 |
| DEERING ESTSTE FOUNDATION | |||||||
| 16701 SW 72 AVE | PALMETTO BAY | FL | 32157 | NONE | PUBLIC | CHARITABLE | $1,000 |
| MARCH OF DIMES | |||||||
| 8323 NW 12 STREET | DORAL | FL | 33126 | NONE | PUBLIC | CHARITABLE | $500 |
| FRIENDS OF THE ISRAELI DEFENSE | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| 3363 W COMMERCIAL BLVD | FT LAUDERDALE | FL | 33309 | NONE | PUBLIC | CHARITABLE | $1,000 |
| JUNIOR ACHIEVEMENT SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK PKWY | COCONUT CREEK | FL | 33066 | NONE | PUBLIC | CHARITABLE | $2,500 |
| MISCERIAIDIA HEARTS | |||||||
| 6300 NORTH RIDGE AVE | CHICAGO | IL | 60660 | NONE | PUBLIC | CHARITABLE | $3,000 |
| SHOES THAT FIT | |||||||
| 1420 NORTH CLAREMONT BLVD | CLAREMONT | CA | 91711 | NONE | PUBLIC | CHARITABLE | $3,000 |
| VINCENT FOUNTANA MEMORIAL FUND | |||||||
| 601 STATE RD 7 | PLANTATION | FL | 33321 | NONE | PUBLIC | CHARITABLE | $2,000 |
| ADELPHI UNIVERSITY | |||||||
| 1 SOUTH AVE | GARDEN CITY | NY | 11530 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PAPS CORPS | |||||||
| 3848 FAU BLVD | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HELPING ISRAEL FUND | |||||||
| 9100 SOUTH DADELEND BLVD | MIAMI | FL | 33156 | NONE | PUBLIC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,059 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,209 | ExclusionAmt |
| Related Or Exempt Function Incm | $571 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TRUCK PARTNERS K1 | $6,841 |
| TACAM LLC K1 | -$10,952 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,288 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,540 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $748 | 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 | $264,614 | 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 | $4,200 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| PARTNERSHIP PASS THRU | 2014-12 | PURCHASE | 2014-12 | $1,126 | -$1,126 | |
| PARTNERSHIP PASS THRU | 2014-12 | PURCHASE | 2014-12 | $1,697 | $1,697 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTEREST TACAM LLC | FMV | $240,256 | $240,256 |
| PARTNERSHIP INTEREST TRUCK CAP PTNRS | FMV | $252,268 | $252,268 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATZ BASKIES LLC | CategoryTxt |
| Legal Fees | $7,185 | LegalFeesAmt |
| Net Investment Income | $3,592 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,593 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PASS THRU FROM LP | $1,916 | $1,916 |
| BANK FEES | $40 | $40 |
| TRUCK CAPITAL PTNRS K1 | $2,547 | $2,547 |
| UNREALIZED LOSS FROM K1 | $108 | $108 |
| FOREIGN TAX | $75 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUCK PARTNERS K1 | $6,841 | $6,841 |
| TACAM LLC K1 | -$10,952 | -$10,952 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEE | CategoryTxt |
| Amt | $850 | Amt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
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