CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION (EIN 26-1964753)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349104051
Schema version
2024v5.2
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)
Return2025-11-14T13:59:36-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MAYNARD DRIVE SUITE 2203AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07656ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Phone9545930728PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SCHULMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9543856493PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA B WILKPreparerPersonNm
PTINP01606768PTIN
Phone2018089800PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$978,879FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$81,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,682DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,394NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,394CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30,640OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$568OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$143,716TotalRevAndExpnssAmt
Total Net Invst Incm$88,644TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,278AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,708AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,570AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$10,441InterestRevAndExpnssAmt
Interest Net Invst Incm$10,441InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,032TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,090OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,832OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$258OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,841TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,981TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,828TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,053ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,053ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,894TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,981TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,881TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,178ExcessRevenueOverExpensesAmt
Net Investment Income$62,663NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$223,853CashBOYAmt
Cash EOY$26,566CashEOYAmt
Cash EOYFMV$26,566CashEOYFMVAmt
Sav And Temp Cash Invst EOY$48,739SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,739SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$176,102CorporateStockBOYAmt
Corporate Stock EOY$176,102CorporateStockEOYAmt
Corporate Stock EOYFMV$190,765CorporateStockEOYFMVAmt
Other Investments BOY$573,532OtherInvestmentsBOYAmt
Other Investments EOY$700,261OtherInvestmentsEOYAmt
Other Investments EOYFMV$700,261OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,721OtherAssetsBOYAmt
Other Assets EOY$12,548OtherAssetsEOYAmt
Other Assets EOYFMV$12,548OtherAssetsEOYFMVAmt
Total Assets BOY$984,208TotalAssetsBOYAmt
Total Assets EOY$964,216TotalAssetsEOYAmt
Total Assets EOYFMV$978,879TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$984,208NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$964,216NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$984,208TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$964,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$984,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$964,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$984,208TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,178ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$979,030SubtotalAmt
Other Decreases$14,814OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$964,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHICAGO ATLANTIC CREDIT OPPORTUNITIES, LLCP2024-12-31$252$252$252
STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUNDP2024-12-31$5,896$5,896$5,896
CHICAGO ATLANTIC LOAN OPPORTUNITIES, LLCP2024-12-31$246$246$246
FieldValueIRS element (for citing)
Capital Gain Net Income$6,394CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$871SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$98EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,098TotalPaymentsAndCreditsAmt
Es Penalty$42EsPenaltyAmt
Overpayment$1,185OverpaymentAmt
Applied To ES Tax$1,185AppliedToESTaxAmt
Refund$0RefundAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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
Individual With BooksDAVID SCHULMANIndividualWithBooksNm
Phone9543856493PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19513 SEA TURTLE DRIVEAddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 DRIVEPLANTATIONFL33331PRESIDENT1.00$0$0$0
CARRIE SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33331VICE PRESIDENT0.00$0$0$0
STACEY S JERRY
9513 SEA TURTLE DRIVEPLANTATIONFL33331SECRETARY0.00$0$0$0
TODD L SCHULMAN
9513 SEA TURTLE DRIVEPLANTATIONFL33331DIRECTOR0.00$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$303,637AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,521AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$636,897FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$971,055TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$971,055AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,566CashDeemedCharitableAmt
Net Vl Noncharitable Assets$956,489NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Income Tax$6,105IncomeTaxAmt
Total Tax$6,976TotalTaxAmt
Distributable Before Adj$40,848DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,848DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,848DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,881ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$121,881QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,848DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$46,485ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,418ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$68,310ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,511ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$86,638ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$354,362TotalExcessDistributionCyovAmt
Qualifying Distributions$121,881QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,848AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,033RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$435,395TotalCorpusAmt
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$46,485ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$388,910ExcessDistriCyovToNextYrAmt
Excess From Year4$58,418ExcessFromYear4Amt
Excess From Year3$68,310ExcessFromYear3Amt
Excess From Year2$94,511ExcessFromYear2Amt
Excess From Year1$86,638ExcessFromYear1Amt
Excess From Current Year$81,033ExcessFromCurrentYearAmt

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 RESTRICTIONS 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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741PCCHARITABLE$5,000
AMERICAN HEART ASSOCIATION
PO BOX 840692DALLASTX75284PCCHARITABLE$280
BARRINGTON STAGE COMPANY
122 NORTH STREETPITTSFIELDMA01201PCCHARITABLE$35,315
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087PCCHARITABLE$360
BROADWAY CARES
165 WEST 46TH STREET SUITE 1300NEW YORKNY10036PCCHARITABLE$250
CAN DO MS
100 BEAVER CREEK SUITE 200AVONCO81620PCCHARITABLE$10,000
CHILDREN HARBOR
1751 W 110TH STREETCHICAGOIL60643PCCHARITABLE$10,000
CIRCLE OF CARE
144 DANBURY ROADWILTONCT06897PCCHARITABLE$2,500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCCHARITABLE$360
EMERGENCY VOLUNTEER PROJECT
430 17TH ST NWWASHINGTONDC20006PCCHARITABLE$3,600
EVERYTOWN FOR GUN SAFETY
PO BOX 3886NEW YORKNY10163PCCHARITABLE$500
HANDY-LILIAN WELLS CENTER
2501 NE 8TH STREETFORT LAUDERDALEFL33304PCCHARITABLE$2,500
HILLEL OF BROWARD AND PALM BEACH
777 GLADES ROADBOCA RATONFL33431PCCHARITABLE$1,318
INSIDE OUT THEATHER
PO BOX 267355FT LAUDERDALEFL33326PCCHARITABLE$500
ISRAEL ELWYN
45 E CITY AVEBALA CYNWYDPA19004PCCHARITABLE$360
JEWISH FEDERATION OF BROWARD
5890 SOUTH PINE ISLAND ROADDAVIEFL33328PCCHARITABLE$5,000
JEWISH GEN
36 BATTERY PLACENEW YORKNY10280PCCHARITABLE$5,000
MAKE A WISH
1702 E HIGHLAND AVENUE SUITE 400PHOENIXAZ85016PCCHARITABLE$360
MEMORIAL SLOAN KETTERING
22 N LOOP RDNEW YORKNY10044PCCHARITABLE$360
NATIONAL MULTIPLE SCLEROSIS SOCIETY
465 WAVERLY OAKS RD STE 202WALTHAMMA02452PCCHARITABLE$16,000
OHR TORAH STONE
49 W 45TH STREET STE 701NEW YORKNY10036PCCHARITABLE$3,600
PEACE FOR KIDS
PO BOX 235FALLBROOKCA92088PCCHARITABLE$5,000
PSORIASIS FOUNDATION
1800 DIAGONAL ROAD 360ALEXANDRIAVA22314PCCHARITABLE$360
RAMAT SHALOM
11301 W BROWARD BLVDPLANTATIONFL33325PCCHARITABLE$2,800
SIMON WISENTHAL CENTER
1399 ROXBURY DR STE 100LOS ANGELESCA90035PCCHARITABLE$360
SOUTH FLORIDA SYMPHONY
441 NE 5TH AVE SUITE 3FT LAUDERDALEFL33301PCCHARITABLE$2,000
SPECIAL OLYMPICS
19 CAMPBELL RDBILLERICAMA01821PCCHARITABLE$360
SUNRISE ASSOCIATION
11 NEIL COURTOCEANSIDENY11572PCCHARITABLE$5,000
TACCT
PO BOX 840692DALLASTX75284PCCHARITABLE$650
WOUNDED WARRIOR
4899 BELFORT RDJACKSONVILLEFL32256PCCHARITABLE$360
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,053TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,682ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$568ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,394ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP UBTIDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$30,072UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$30,072UnrelatedBusinessTaxblIncmAmt
Exclusion$88,644ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,716TotalIncomeProducingActyAmt

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
ZIP33331ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,278Amt
Net Investment Income$4,708NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,570DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #5420StockNm
EOY Book Value$176,102EOYBookValueAmt
EOYFMV$190,765EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BI PARTNERSHIP IV LPAT COST$73,169$73,169
CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLCAT COST$12,297$12,297
HARBOR HGI KF12 LLCAT COST$53,652$53,652
HARBOR HGI KF62 LLCAT COST$19,143$19,143
NATIONAL CLAIMS FUNDING FUND 1AT COST$21,193$21,193
NATIONAL CLAIMS FUNDING FUND 2 LLCAT COST$118,518$118,518
STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUNDAT COST$186,665$186,665
THOROFARE ASSET BASED LENDING FUNDAT COST$200,407$200,407
CHICAGO ATLANTIC LOAN PORTFOLIO LLCAT COST$15,217$15,217

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$10,721$4,212$4,212
PARTNERSHIP DISTRIBUTIONS RECEIVABLE$8,336$8,336

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBEGINNING BALANCE ADJUSTMENTDesc
Amt$14,814Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$45$0$45
HGI KF12 LLC - OTHER DEDUCTIONS$979$979$0
THOROFARE ASSET BASE LENDING - OTHER DEDUCTIONS$385$385$0
HGI KF62 LLC - OTHER DEDUCTIONS$284$284$0
STAR MOUNTAIN - OTHER DEDUCTIONS$5,789$5,789$0
NATIONAL CLAIMS FUNDING COMPANY FUND 2 LLC - OTHER DEDUCTIONS$3,387$3,387$0
CHICAGO ATLANTIC LOAN PORTFOLIO LLC$8$8$0
OFFICE SUPPLIES$213$0$213

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 STAR MOUNTAIN DIVERSIFIED CREDIT INCOME FUND$381$381$381
K-1 CHICAGO ATLANTIC CREDIT OPPORTUNITIES LLC$22$22$22
K-1 CHICAGO ATLANTIC LOAN PORTFOLIO LLC$2$2$2
K-1 BI PARTNERSHIP IV LP$0$0$0
BI REBALANCING FEE$163$163$163
PARTNERSHIP UBTI$30,072$30,072

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$1,032Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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