2024-11-15T11:49:42-05:00 2023-12-31 593565705 DOWDY AND COMPANY PA 201 E KENNEDY BLVD STE 850 TAMPA FL 33602 990PF 2023-01-01 650043921 THE SCHOENBAUM FAMILY FOUNDATION INC SCHO 9413661708 PO BOX 580 SARASOTA FL 342300580 JOANN SCHOENBAUM MILLER PRESIDENT 2024-11-15 true MICHAEL DOWDY P00272783 8132290800 2024-11-15 2023 2024-10-15 13:58:12Z X 21562277 X X 1208 1208 485021 485021 19407 205031 19407 505636 505636 6750 6750 5063 5063 78821 70130 8691 90634 81943 8691 1276500 1276500 1367134 81943 1285191 -861498 423693 10 10 10 315393 380467 380467 16938359 16664128 21166820 666216 14980 14980 17919978 17059585 21562277 1105 1105 X 17919978 17058480 17919978 17058480 17919978 17059585 17919978 -861498 17058480 17058480 SCHWAB...2975 P 16295 -16295 -16295 SCHWAB...2975 P 4623 -4623 -4623 OCA P 9733 9733 9733 SGOF P 5642 5642 5642 SCHWAB...2975 ADJUST P 164706 -164706 -164706 MILLENIUM DIST> BASIS P 382 382 382 19407 -4623 5889 5889 5889 5650 2000 7650 X 8 1753 1753 false false false false false false false true true FL false false false false false true N/A JOANN S MILLER 7275100658 1331 PRESERVATION WAY OLDSMAR FL 34677 false false false false false false false false false false false false false false false false false false false false RAYMOND D SCHOENBAUM PO BOX 580 SARASOTA FL 342300580 TREASURER 000.00 0 0 0 JEFFREY F SCHOENBAUM PO BOX 580 SARASOTA FL 342300580 SECRETARY 000.00 0 0 0 JOANN SCHOENBAUM MILLER PO BOX 580 SARASOTA FL 342300580 PRESIDENT 000.00 0 0 0 EMILY SCHOENBAUM PO BOX 580 SARASOTA FL 342300580 VICE PRESIDE 000.00 0 0 0 NONE NONE N/A 20749419 413047 0 21162466 21162466 317437 20845029 1042251 1042251 5889 5889 1036362 1036362 1036362 1285191 1285191 1036362 33105 51512 32305 97757 105698 320377 1285191 1036362 248829 569206 0 33105 536101 51512 32305 97757 105698 248829 X AMERICAN FRIENDS OF MAGEN DAVID ADO 20 W 36TH STREET UNIT 1100 NEW YORK NY 100189784 NONE PC GENERAL SUPPORT 180000 ATLANTA COMMUNITY FOOD BANK 732 JOSEPH E LOWERY BLVD NW ATLANTA GA 30318 NONE PC SUPPORT FOR FAMILIES IN CRISIS 7160 AVODAH NEW ORLEANS 4238 ST CHARLES AVE NEW ORLEANS LA 70115 NONE PC GENERAL CHARITABLE PURPOSES 20000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PC SPONSOR EDUCATION IN ISRAEL 150000 BOYS & GIRLS CLUB OF SARASOTA 3130 FRUITVILLE ROAD SARASOTA FL 34237 NONE PC PROVIDE SCHOLARSHIPS 65000 CLEARWATER FREE CLINIC 1218 COURT STREET CLEARWATER FL 33756 NONE PC HEALTHCARE FOR UNINSURED RESIDENTS 15000 CLOTHES TO KIDS 3251 3RD AVENUE NORTH SUITE 145 CLEARWATER FL 33713 NONE PC SCHOOL UNIFORMS 10000 COMMUNITIES IN SCHOOLS OF CENTRAL T 3000 SOUTH IH-35 SUITE 200 AUSTIN TX 78704 NONE PC GENERAL SUPPORT 4660 CONGREGATION BETH SHALOM 1325 S BELCHER ROAD CLEARWATER FL 33764 NONE PC RABBINICAL SUPPORT 43500 EXPERIENCE LEARNING INC 18 WOODLANDS WAY CIRCLEVILLE WV 26804 NONE PC SUPPORT EDUCATION PROGRAMS 30000 FLORIDA HOLOCAUST MUSUEM 55 FIFTH STREET S ST PETERSBURG FL 33701 NONE PC GENERAL SUPPORT 50000 FRIENDS OF THE IDF PO BOX 4224 NEW YORK NY 10163 NONE PC GENERAL SUPPORT 105840 GLASSERSCHOENBAUM HUMAN SVCS CTR 1750 17TH STREET BUILDING J-1 SARASOTA FL 34234 NONE PC SUPPORT TECH/SYSTEM UPGRADES 47160 GLASSERSCHOENBAUM HUMAN SVCS CTR 1750 17TH STREET BUILDING J-1 SARASOTA FL 34234 NONE PC PERPETUAL GRANT 25000 HILLELS OF FLORIDA SUNCOAST 13101 USF SYCAMORE DRIVE TAMPA FL 33620 NONE PC GENERAL SUPPORT 20000 HILLELS OF GEORGIA 735 GATEWOOD RD NE ATLANTA GA 30322 NONE PC SCHOLARSHIP PROGRAM 20000 JEWISH FED OF GREATER ATLANTA 1440 SPRING STREET NW ATLANTA GA 30309 NONE PC PROGRAM SUPPORT 105260 JEWISH FEDERATION OF NEW ORLEANS 3747 ESPLANDE AVENUE METAIRIE LA 70002 NONE PC GENERAL SUPPORT 85000 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 NONE PC GENERAL SUPPORT 7200 MACCABI 1511 WALNUT STREET UNIT 401 PHILADELPHIA PA 19102 NONE PC GENERAL SUPPORT 63960 MAZON 10850 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90024 NONE PC FUND SUPPORT 10080 MOUNTAINEER FOOD BANK 484 ENTERPRISE DRIVE GASSAWAY WV 26624 NONE PC SUPPORT MOBILE PANTRY PROGRAM 17000 NAHALAT SHALOM 3606 RIO GRANDE BLVD NW ALBUQUERQUE NM 87107 NONE PC PROGRAM SUPPORT 7200 SALVATION ARMY - SARASOTA PO BOX 2792 SARASOTA FL 34236 NONE PC PROGRAMS FOR THE NEEDY 25000 SHALOM AUSTIN 7300 HART LANE AUSTIN TX 78731 NONE PC GENERAL SUPPORT 14400 SO OTHERS MAY EAT 71 O STREET NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 15000 ST PETERSBURG FREE CLINIC 863 3RD AVE ST PETERSBURG FL 33701 NONE PC GENERAL OPERATING SUPPORT 10000 TAMPA JCC AND FEDERATION 13009 COMMUNITY CAMPUS DR TAMPA FL 33625 NONE PC SUPPORT EDUCATIONAL PROGRAMS 30000 TAMPA JEWISH FAMILY SERVICES 522 N HOWARD AVE TAMPA FL 33606 NONE PC SUPPORT HEALTHY FOOD INITIATIVE 10000 TEMPLE BETH SHALOM 1050 S TUTTLE AVE SARASOTA FL 34237 NONE PC GENERAL SUPPORT 30000 WEST VIRGINIA LAND TRUST PO BOX 11823 CHARLESTON WV 25339 NONE PC GENERAL SUPPORT 18000 WILLIAM BREMAN JEWISH HOME 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 NONE PC SUPOORT FOR OLDER ADULTS 10080 WOMEN'S RESOURCE CTR OF BRADENTON 1926 MANATEE AVE W BRADENTON FL 34205 NONE PC GENERAL SUPPORT 25000 1276500 14 1208 14 485021 18 19407 505636 505636 false false false false false false false false false false ACCOUNTING FEES 6750 6750 FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE AND PREFERS THAT WE DO NOT FURNISH A COPY OF FORM 990-PF TO THEIR OFFICE. AQR LARGE CAP MULTI-STYLE FD AT COST 771195 713883 CAUSEWAY INT'L OPP FD AT COST 770816 897303 CHAMPLAIN MID CAP FD AT COST 656018 685874 DFA REAL ESTATE AT COST 598511 787714 GCP SPV LTD AT COST 51832 2027 GMO QUALITY FUND CL 1 AT COST 930200 1032367 ISHARES RUSSELL 1000 VALUE AT COST LAZARD US EQUITY CONCENTRATED PORT AT COST MARRIOTT INTENATIONAL INC AT COST 211953 3358295 MARRIOTT VACATIONS WORLDWIDE AT COST 31220 308660 OCA MEZZANINE II AT COST 19599 57464 PIMCO LOW DUR FD II AT COST 1360024 1298298 SENATOR GLOBAL OPP FD AT COST TOUCHSTONE IMPACT BD DS CL I AT COST 6876146 6349682 TOUCHSTONE SANDS CAP INST GROWTH AT COST 324612 307915 VANGUARD INDEX FDS EXT MKT ETF AT COST 688708 935714 VANGUARD INDEX FDS S&P 500 ETF AT COST 1475432 2427734 VANGUARD INTL EQ INDEX FDS FTSE AT COST 753928 879658 VANGUARD MALVERN FDS ST AT COST VIRTUS VONTOBEL FOR OPP FD CL 1 AT COST 443910 430114 BROWN ADV BG LARGE CAP VALUE AT COST 700024 694118 DISTRIBUTION RECEIVABLE-MILLENIUM 666216 DISTRIBUTION RECIEVABLE-SGOF 14873 14873 DIVIDEND RECEIVABLE 107 107 EXPENSES CONSULTING FEES 8691 8691 INVESTMENT MANAGEMENT 67420 67420 MISCELLANEOUS EXPENSES 2710 2710 FOREIGN TAX WITHHELD 5063 5063