SCHUMANN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHUMANN FOUNDATION (EIN 20-6263167)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-05-27
- IRS object ID
- 202011489349100016
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-27T13:51:25-07:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541565133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg G Jonson & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5310 Markel Rd 208 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206263167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHUMANN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 8043968159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15701 GENITO ROAD | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID C SCHUMANN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gerald MacAulay | PreparerPersonNm |
| PTIN | P01999856 | PTIN |
| Phone | 8042820687 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $494,144 | 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 | $29,626 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $55 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,044 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,044 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$83,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $337,529 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $848 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$46,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,099 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,947 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,674 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,947 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $853 | CashBOYAmt |
| Cash EOY | $5,762 | CashEOYAmt |
| Cash EOYFMV | $5,762 | CashEOYFMVAmt |
| Corporate Stock BOY | $553,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $389,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $488,382 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $554,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $395,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $494,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $554,788 | UnrestrictedBOYAmt |
| Unrestricted EOY | $395,362 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $395,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $395,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,426 | ExcessRevenueOverExpensesAmt |
| Subtotal | $395,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $395,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 541.269 PUTNAM SH DURATION INCOME FUND | P | 2017-02-16 | 2018-12-12 | $5,440 | $5,444 | -$4 | -$4 |
| 0.207 PUTNAM SH DURATION INCOME FUND | P | 2017-02-28 | 2018-12-12 | $2 | $2 | ||
| 895.522 PUTNAM SH DURATION INCOME FUND | P | 2017-12-29 | 2018-12-12 | $9,000 | $9,005 | -$5 | -$5 |
| 1492.537 PUTNAM SH DURATION INCOME FUND | P | 2018-03-06 | 2018-12-12 | $15,001 | $15,005 | -$4 | -$4 |
| 228.856 PUTNAM SH DURATION INCOME FUND | P | 2018-05-07 | 2018-12-12 | $2,300 | $2,305 | -$5 | -$5 |
| 4926.486 PUTNAM SH DURATION INCOME FUND | P | 2018-10-23 | 2018-12-12 | $49,257 | $49,514 | -$257 | -$257 |
| 7 CENTRUS ENERGY | P | 2006-01-31 | 2019-02-04 | $20 | $27,920 | -$27,900 | -$27,900 |
| 5421.77 PUTNAM SH DURATION INCOME FUND | P | 2018-10-23 | 2019-02-04 | $54,380 | $54,491 | -$111 | -$111 |
| 3796 BANK OF AMERICA CORP | P | 2015-12-01 | 2019-02-05 | $109,192 | $67,607 | $41,585 | $41,585 |
| 597 EATON VANCE TAX-MANAGED | P | 2006-11-27 | 2019-02-05 | $6,652 | $11,057 | -$4,405 | -$4,405 |
| 800 LEGG MASON INC | P | 2014-12-18 | 2019-02-05 | $23,994 | $42,280 | -$18,286 | -$18,286 |
| 1000 LEGG MASON INC | P | 2007-02-21 | 2019-02-05 | $29,992 | $105,000 | -$75,008 | -$75,008 |
| 27 BRISTOL MYERS SQUIBB CO DE | P | 2019-02-05 | 2019-02-22 | $1,383 | $1,328 | $55 | $55 |
| 9 CUMMINS INC DE | P | 2019-02-05 | 2019-03-21 | $1,452 | $1,323 | $129 | $129 |
| 31 VANGUARD TOTAL WORLD STK ETF | P | 2019-02-05 | 2019-03-21 | $2,299 | $2,194 | $105 | $105 |
| 8 DOW INC - S/O DOWDUPONT+CASH IN LIEU | P | 2019-02-01 | 2019-04-08 | $474 | $431 | $43 | $43 |
| DOW INC - S/O DOWDUPONT/CASH IN LIEU | P | 2019-02-01 | 2019-04-02 | $19 | $18 | $1 | $1 |
| 3 ALCON - S/O NOVARTIS | P | 2019-02-01 | 2019-05-02 | $173 | $161 | $12 | $12 |
| 112 ING GROEP N V NL SPON ADR DE | P | 2019-02-05 | 2019-05-03 | $1,431 | $1,323 | $108 | $108 |
| 2 KONTOOR BRANDS S/O VF CORP | P | 2019-02-05 | 2019-05-31 | $66 | $73 | -$7 | -$7 |
| KONTOOR BRANDS S/O VF CORP-CASH IN LIEU | P | 2019-02-05 | 2019-05-23 | $10 | $10 | ||
| 7 3M CO DE | P | 2019-02-05 | 2019-05-31 | $1,139 | $1,404 | -$265 | -$265 |
| CORTEVA S/O DUPONT CASH IN LIEU | P | 2019-02-01 | 2019-06-03 | $8 | $9 | -$1 | -$1 |
| 34 ISHARES CORE MSCI EAFE ETF | P | 2019-02-05 | 2019-06-05 | $2,030 | $1,997 | $33 | $33 |
| DUPONT DE NEMOURS INC S/O-CASH IN LIEU | P | 2019-02-01 | 2019-06-18 | $25 | $26 | -$1 | -$1 |
| 12 ISHARES MSCI CHINA ETF | P | 2019-02-05 | 2019-08-20 | $659 | $708 | -$49 | -$49 |
| 66 TECHNOLOGY SELECT SECTOR SPDR ETF | P | 2019-02-05 | 2019-08-20 | $5,141 | $4,413 | $728 | $728 |
| 34 ENERGY SELECT SECTOR SPDR FND ETF | P | 2019-02-05 | 2019-08-20 | $1,927 | $2,207 | -$280 | -$280 |
| 8 CORTEVA S/O DUPONT | P | 2019-02-01 | 2019-09-06 | $226 | $227 | -$1 | -$1 |
| 193 FIRST TRUST FINANCIAL ALPHADEX FUND | P | 2019-02-05 | 2019-09-23 | $6,261 | $5,781 | $480 | $480 |
| 97 ISHARES CORE S&P SMALL-CAP ETF | P | 2019-02-05 | 2019-10-01 | $7,576 | $7,436 | $140 | $140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$83,170 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $848 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $108 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $108 | SubtotalAmt |
| Tax Based On Investment Income | $108 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $108 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID C SCHUMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8043968159 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15701 GENITO ROAD | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23112 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID C SCHUMANN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15701 GENITO ROAD | AddressLine1Txt |
| City | MIDLOTHIAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $453,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $462,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $462,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $455,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108 | TotalTaxAmt |
| Distributable Before Adj | $22,664 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,664 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,176 | UndistributedIncomePYAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,176 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,160 | RemainingDistriFromCorpusAmt |
| Total Corpus | $71,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $71,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $71,160 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID C SCHUMANN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIRST ENGLISH EVANGELICAL LUTHERAN | ||||||
| 1603 MONUMENT AVE | RICHMOND | VA | 23220 | PC | GENERAL SUPPORT | $11,000 |
| VIRGINIA LUTHERAN SYNOD | ||||||
| 221 S COLLEGE AVE | SALEM | VA | 24153 | FUNDING YOUTH ASSEMBLY EVENT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$83,170 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,099 | ExclusionAmt |
| Related Or Exempt Function Incm | -$83,170 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$76,071 | 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 | Charles Schuman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Westwood Ave Room D-123 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $29,626 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment fees | Desc |
| Revenue And Expenses Per Books | $1,674 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,674 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Schuman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Westwood Ave Room D-123 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23227 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $274 | |
| Foreign taxes | $33 | $33 |