SCHUMANN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCHUMANN FOUNDATION (EIN 20-6263167)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-06-11
- IRS object ID
- 201411629349100301
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-06-11T06:44:32-07:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg G Jonson & Associates PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206263167 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHUMANN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHU | NameControl |
| Phone | 8042727090 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES N SCHUMANN | Name |
| Title | President | Title |
| Date Signed | 2014-06-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Greg Jonson | Name |
| PTIN | P01228096 | PTIN |
| Phone | 8042820687 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 244261 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2480 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2480 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2480 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 413 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2351 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 413 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2893 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2893 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2480 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 925 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 925 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 925 | AccountingFeesAdjNetIncm |
| Other Expenses Rev And Expnss | 700 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 700 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 700 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1625 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1625 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1625 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1625 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1625 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1625 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1268 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1268 | NetInvestmentIncome |
| Adjusted Net Income | 855 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 44692 | CashBOY |
| Cash EOY | 46407 | CashEOY |
| Cash EOYFMV | 46407 | CashEOYFMV |
| Investments Corp Stock BOY | 364371 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 363923 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 197854 | InvestmentsCorpStockEOYFMV |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 409063 | TotalAssetsBOY |
| Total Assets EOY | 410331 | TotalAssetsEOY |
| Total Assets EOYFMV | 244261 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Paid In Or Capital Surplus BOY | 442030 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 409063 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -32967 | RetainedEarningsBOY |
| Retained Earnings EOY | 1268 | RetainedEarningsEOY |
| Total Net Assets BOY | 409063 | TotalNetAssetsBOY |
| Total Net Assets EOY | 410331 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 409063 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 410331 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 409063 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1268 | ExcessOfRevenueOverExpenses |
| Subtotal | 410331 | Subtotal |
| Total Net Assets Fund Balances EOY | 410331 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 413 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 25 | InvestmentIncomeExciseTax |
| Subtotal | 25 | Subtotal |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Tax Due | 25 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHUMANN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8042727090 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| HELEN S SCHUMANN | ||||||
| 7737 JAHNKE ROAD | RICHMOND | VA | 23225 | Vice President | 0.00 | 0 |
| CHARLES N SCHUMANN | ||||||
| 7737 JAHNKE ROAD | RICHMOND | VA | 23225 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 164120 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45105 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 209225 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 209225 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3138 | CashDeemedCharitable |
| Net Noncharitable Assets | 206087 | NetNoncharitableAssets |
| Minimum Investment Return | 10304 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10304 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Total Tax | 25 | TotalTax |
| Distributable Amount Before Adj | 10279 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 10279 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 10279 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10279 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 36464 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 94812 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 131276 | TotalExcessDistriCarryover |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 10279 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10279 | ExcessDistriCyovAppliedCY |
| Total Corpus | 120997 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 120997 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 26185 | ExcessFromYear2 |
| Excess From Year1 | 94812 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2480 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 413 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2893 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2893 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $925 | Amount |
| Net Investment Income | 925 | NetInvestmentIncome |
| Adjusted Net Income | 925 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUPPLIES | Description |
| Revenue And Expenses Per Books | 700 | RevenueAndExpensesPerBooks |
| Net Investment Income | 700 | NetInvestmentIncome |
| Adjusted Net Income | 700 | AdjustedNetIncome |