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Nonprofit · EIN 26-1964753

CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION

Tax-exempt (reinstated) · PLANTATION, FL 33324

Financials

$123K$160K2023$144K$149K2024
Revenue Expenses · by fiscal year end
Financials of CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$143,716$148,894-$5,178$964,216$0$964,216
December 31, 2023990-PF$122,885$160,319-$37,434$984,208$0$984,208
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$25,000
Dividends
$81,682
Net gain from sales of assets
$6,394
Other income
$30,640

Expenses

Grants and similar amounts paid
$120,053
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$121,881
Excise tax on investment income
$871

Balance sheet and other

Total assets, start of year
$984,208
Total assets, end of year
$964,216
Total liabilities, end of year
$0
Net assets, end of year
$964,216
Fair market value of assets
$978,879
Qualifying distributions
$121,881
Net investment income
$88,644

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID SCHULMAN
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
PRESIDENT1$0
CARRIE SCHULMAN
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
VICE PRESIDENT0$0
STACEY S JERRY
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
SECRETARY0$0
TODD L SCHULMAN
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID SCHULMAN
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
PRESIDENT1$0
CARRIE SCHULMAN
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
VICE PRESIDENT0$0
STACEY S JERRY
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
SECRETARY0$0
TODD L SCHULMAN
9513 SEA TURTLE DRIVE, PLANTATION, FL 33331
DIRECTOR0$0

Address and contacts

Address (IRS master file)
9513 SEA TURTLE DR, PLANTATION, FL 33324-2920
In care of
% DAVID B SCHULMAN
Signed the 990-PF
DAVID SCHULMAN, PRESIDENT
Phone
(954) 593-0728
Return prepared by
GRASSI & CO CPA'S PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-1964753
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$964,216
Income (IRS master file)
$143,716

Revocation and reinstatement

Exemption revoked
May 15, 2012
Posted by the IRS
March 11, 2013
Reinstated
Effective May 15, 2012

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$143,716$148,894$964,216XML
990-TDecember 2024–––IRS
990-PFDecember 2023$122,885$160,319$984,208XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1964753).

Questions about CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION

What is the EIN of CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION?
The employer identification number (EIN) of CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION is 26-1964753.
Is CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
Are donations to CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does CARRIE AND DAVID SCHULMAN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $143,716, expenses of $148,894 and total assets of $964,216 at year end.

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