SCHUMANN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCHUMANN FOUNDATION (EIN 20-6263167)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-05-20
- IRS object ID
- 201541409349100609
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-20T12:53:55-07:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg G Jonson & Associates PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5310 Markel Rd 208 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 8042727090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7737 JAHNKE ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23225 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES N SCHUMANN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Greg Jonson | PreparerPersonNm |
| PTIN | P01228096 | PTIN |
| Phone | 8042820687 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $313,634 | 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 | $48,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,132 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,132 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3 | GrossSalesPriceAmt |
| Total Rev And Expnss | $47,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,133 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,133 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,133 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,407 | CashBOYAmt |
| Cash EOY | $94,552 | CashEOYAmt |
| Cash EOYFMV | $94,552 | CashEOYFMVAmt |
| Corporate Stock BOY | $363,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $219,082 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $410,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $457,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $313,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $410,331 | UnrestrictedBOYAmt |
| Unrestricted EOY | $457,247 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $410,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $457,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $410,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $457,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $410,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $457,247 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $457,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,337 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23 | SubtotalAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $23 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHUMANN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042727090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7737 JAHNKE ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23225 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES N SCHUMANN | ||||||
| 7737 JAHNKE ROAD | RICHMOND | VA | 23225 | President | 0.00 | $0 |
| HELEN S SCHUMANN | ||||||
| 7737 JAHNKE ROAD | RICHMOND | VA | 23225 | Vice President | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $213,332 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $213,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $213,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $210,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $10,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,855 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,855 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,855 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,484 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $36,464 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,812 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $131,276 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,855 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,855 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,629 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,629 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,647 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $123,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $28,835 | ExcessFromYear3Amt |
| Excess From Year2 | $94,812 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST ENGLISH EVANGELICAL LUTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 MONUMENT AVE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | CHURCH | RecipientRelationshipTxt |
| Recipient Foundation Status | CHURCH | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO HELP FUND 6 GROUP LEADERS AT LOST AND FOUND SYNOD YOUTH EVENT. | GrantOrContributionPurposeTxt |
| Amt | $2,855 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,855 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,132 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,337 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$204 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$204 | 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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAID IN CAPITAL - CS | Description |
| Amount | $2,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $25 | Amt |