STRATEGY STUDIO / PUBLIC DATA EXPLORER

ISA-MARIA & DAVID SHOOLMAN FAM FOUNDATION

Cite this

Plain text ISA-MARIA & DAVID SHOOLMAN FAM FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2017–2025. https://strategystudio.org/org/367691360. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). ISA-MARIA & DAVID SHOOLMAN FAM FOUNDATION [Nonprofit organization profile; tax years 2017–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/367691360

MLA “ISA-MARIA & DAVID SHOOLMAN FAM FOUNDATION.” Strategy Studio, tax years 2017–2025, https://strategystudio.org/org/367691360. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2017–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $392K · expenses $457K · assets $6.6M

EIN
36-7691360
Address
RUBIN AND RUDMAN LLP 53 STATE ST, BOSTON, MA 02109-0000
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2017
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Matthew A Berlin TRUSTEE2018-2025 $0$43,403 4

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Matthwe A Berlin (former) TRUSTEE2017 0 $0 reported 1
Carl A Woolf (former) TRUSTEE2017 0 $0 reported 1

People by year

2025 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $0-$0 $04
2018 · 1 person listed · 1 paid, $43K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW A BERLIN TRUSTEE1 $43,403-$0 $43,4034
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHWE A BERLIN TRUSTEE0 $0-$0 $01
CARL A WOOLF TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 14 grants to organizations · $321K
2024 · 14 grants to organizations · $284K
2023 · 14 grants to organizations · $293K
2022 · 14 grants to organizations · $257K
2021 · 13 grants to organizations · $270K
2020 · 15 grants to organizations · $270K
2019 · 22 grants to organizations · $172K
2018 · 21 grants to organizations · $90K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2018 · 2 contributors · $1.9M
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID SHOOLMAN FAMILY TRUST Organization or other BOSTON, MA $1,821,391- Form 990PF Sch. B, 2018 · filing
2 ISA MARIA 2000 TRUST Organization or other BOSTON, MA $53,349$53,349 Form 990PF Sch. B, 2018 · filing
2017 · 4 contributors · $3.3M
#ContributorTypeCity, stateTotalNoncashSource
4 DAVID SHOOLMAN INDENTURE OF TRUST Organization or other BOSTON, MA $1,986,518$1,986,518 Form 990PF Sch. B, 2017 · filing
1 DAVID SHOOLMAN FAMILY TRUST Organization or other BOSTON, MA $1,350,000- Form 990PF Sch. B, 2017 · filing
2 DAVID SHOOLMAN CHARITABLE REM TRUST Organization or other BOSTON, MA $6,425- Form 990PF Sch. B, 2017 · filing
3 DAVID SHOOLMAN INDENTURE OF TRUST Organization or other BOSTON, MA $5,328- Form 990PF Sch. B, 2017 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$392,308$457,389 $6,577,628$6,577,628 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,861,979$382,422 $6,364,264$6,364,264 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$120,489$378,210 $4,712,262$4,712,262 -- $0--
2022 · Form 990PF period ending 2022-12-31 · amended · view filing · original 990 ↗
$320,019$315,599 $5,208,319$5,208,319 -- $0--
2022 · Form 990PF period ending 2022-12-31 · superseded · view filing · original 990 ↗
$320,019$315,599 $5,208,319$5,208,319 -- $0--
2021 · Form 990PF period ending 2021-12-31 · amended · view filing · original 990 ↗
$418,172$338,750 $5,269,871$5,269,871 -- $38,946--
2021 · Form 990PF period ending 2021-12-31 · superseded · view filing · original 990 ↗
$417,266$338,750 $5,230,559$5,230,559 -- $38,946--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$255,453$360,785 $5,261,778$5,261,778 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$311,192$255,403 $5,344,559$5,344,559 $41,900- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,069,499$172,375 $5,296,576$5,296,576 $1,874,740- $44,003--
2017 · Form 990PF period ending 2017-12-31 · amended · view filing · original 990 ↗
$3,419,210$19,758 $3,399,452$3,399,452 $3,348,271- $10,337--
2017 · Form 990PF period ending 2017-12-31 · superseded · view filing · original 990 ↗
$3,419,210$19,758 $3,399,452$3,399,452 $3,348,271- $10,337--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DASSAULT SYSTEMES FOUNDATIONMAT20 $400,000$444,109 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SHARON FAY AND MAXINE SCHAFFER FAMILY FOUNDATIONMAT20 $367,735$142,592 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DADDARIO CHARITABLE FOUNDATIONMAT20 $366,970$551,132 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
SHANKLIN FOUNDATION AGENCYMAT20 $380,983$292,461 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
KBT CHARITABLE FOUNDATIONMAT20 $369,891$685,735 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DOROTHY HARRISON EGAN FOUNDATIONMAT20 $387,618$744,018 Trustee$0 Same NTEE code T20, revenue within 2x, same state
AUGUSTONE FOUNDATIONMAT20 $398,741$143,048 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FRISBIE LEGACY FOUNDATIONMAT20 $409,922$80,442 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CATHERINE HAWKINS FOUNDATIONMAT20 $371,671$1,303,334 FOUNDATION MANAGER$80,000 Same NTEE code T20, revenue within 2x, same state
PLANETERRA INTERNATIONAL FOUNDATION LTDMAT20 $392,226$138,959 President and Treasurer$0 Same NTEE code T20, revenue within 2x, same state
FLORENCE & RICHARD KOPLOW CHARITABLE FOUNDATIONMAT20 $405,621$360,564 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE CHRISTOPHER CATANESE CHILDRENS FOUNDATIONMAT20 $375,581$176,114 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MASON FAMILY CHARITY INCMAT20 $379,374$114,762 President$0 Same NTEE code T20, revenue within 2x, same state
PROVIDENT COMMUNITY CHARITABLE ORGANIZATION INCMAT20 $369,041$252,162 Director (end 11/25)$0 Same NTEE code T20, revenue within 2x, same state
TINY BEAM FUND INCMAT20 $411,516$474,786 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
GATEWAY FUNDMAT20 $397,759$555,120 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
RENEW SYSTEMSMAT20 $370,000$0 Board President$0 Same NTEE code T20, revenue within 2x, same state
RAY AND ELACLAIRE GOSSELIN CHARITABLE TRMAT20 $390,879$507,933 TRUSTEE$18,909 Same NTEE code T20, revenue within 2x, same state
DR DAVID M MILCH FAMILY FOUNDATIONNYT20 $382,880$1,522,589 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
DAVIS FAMILY FOUNDATIONALT20 $384,834$90,814 Director$0 Same NTEE code T20, revenue within 2x
DAVID CHOW HUMANITARIAN AWARD FOUNDATIONCAT20 $413,968$769,588 TRUSTEE$52,750 Same NTEE code T20, revenue within 2x
MARBEH SHALOM FOUNDATION INCNYT20 $392,721$591,132 PRESIDENT$0 Same NTEE code T20, revenue within 2x
MAO FAMILY FOUNDATIONDET20 $391,433$199,532 Pres, Dir, Sec, Treas$0 Same NTEE code T20, revenue within 2x
STEEDMAN FAMILY FOUNDATIONDET20 $385,526$207,805 Dir, Treas$0 Same NTEE code T20, revenue within 2x
MARSHA SHANKLIN FOUNDATIONTXT20 $378,554$201,786 PRESIDENT$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE THOMAS FAMILY FOUNDATION INC Private foundation$39,7924 12017–2023 MARGARET BAKER FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$30,8001 12024–2024 PLANETERRA INTERNATIONAL FOUNDATION LTD
CHAPMAN FAMILY CHARITABLE TRUST Private foundation$24,7471 12016–2016 CHAPMAN FAMILY FOUNDATION
CHRISTIAN V AND LISA D YOUNG FAMILY FOUNDATION Private foundation$10,0001 12018–2018 DANNA FOUNDATION
DELISI FAMILY FOUNDATION Private foundation$9,3473 12022–2024 PLANETERRA INTERNATIONAL FOUNDATION LTD
DEBARTOLO FAMILY FOUNDATION Private foundation$2,7851 12016–2016 SHINEMAKER FOUNDATION
THE@NORWOOD CHARITABLE FOUNDATION INC Private foundation$1,5001 12024–2024 THE CHRISTOPHER CATANESE CHILDRENS FOUNDATION
IACOCCA FAMILY FOUNDATION Private foundation$5001 12011–2011 THE CHRISTOPHER CATANESE CHILDRENS FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$1483 12021–2023 PLANETERRA INTERNATIONAL FOUNDATION LTD
JPMORGAN CHASE FOUNDATION Private foundation$501 12024–2024 PLANETERRA INTERNATIONAL FOUNDATION LTD

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $457,389 spent · pay $0 · grants $321,230 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $321,230 70.2%
Taxes $61,443 13.4%
Fees: other professional $48,729 10.7%
Fees: accounting $24,748 5.4%
Fees: legal $1,169 0.3%
Other expenses $70 0.0%
Total$457,389100%

View the filing

2024 · Form 990PF · $382,422 spent · pay $0 · grants $284,004 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $284,004 74.3%
Fees: other professional $53,666 14.0%
Fees: accounting $28,900 7.6%
Fees: legal $12,759 3.3%
Taxes $3,093 0.8%
Total$382,422100%

View the filing

2023 · Form 990PF · $378,210 spent · pay $0 · grants $292,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $292,600 77.4%
Fees: legal $50,441 13.3%
Fees: accounting $15,755 4.2%
Fees: other professional $14,147 3.7%
Taxes $5,197 1.4%
Other expenses $70 0.0%
Total$378,210100%

View the filing

2022 · Form 990PF · $315,599 spent · pay $0 · grants $256,998 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $256,998 81.4%
Fees: legal $23,415 7.4%
Fees: other professional $13,292 4.2%
Fees: accounting $11,905 3.8%
Taxes $10,775 3.4%
Other expenses -$786 -0.2%
Total$315,599100%

View the filing

2021 · Form 990PF · $338,750 spent · pay $38,946 · grants $269,997 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $269,997 79.7%
Pay: officers, directors, trustees $38,946 11.5%
Fees: other professional $13,464 4.0%
Fees: legal $7,207 2.1%
Other expenses $6,239 1.8%
Taxes $2,897 0.9%
Total$338,750100%

View the filing

2020 · Form 990PF · $360,785 spent · pay $0 · grants $269,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $269,850 74.8%
Fees: other professional $66,643 18.5%
Fees: accounting $17,288 4.8%
Other expenses $5,364 1.5%
Fees: legal $1,640 0.5%
Total$360,785100%

View the filing

2019 · Form 990PF · $255,403 spent · pay $0 · grants $172,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $172,100 67.4%
Fees: other professional $68,620 26.9%
Fees: accounting $8,619 3.4%
Taxes $2,429 1.0%
Fees: legal $2,250 0.9%
Other expenses $1,385 0.5%
Total$255,403100%

View the filing

2018 · Form 990PF · $172,375 spent · pay $44,003 · grants $90,006 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $90,006 52.2%
Pay: officers, directors, trustees $44,003 25.5%
Fees: other professional $13,754 8.0%
Fees: legal $12,325 7.2%
Fees: accounting $8,441 4.9%
Taxes $3,246 1.9%
Other expenses $600 0.3%
Total$172,375100%

View the filing

2017 · Form 990PF · $19,758 spent · pay $10,337 · grants $0 · events $0
LineAs describedTotalShare
Pay: officers, directors, trustees $10,337 52.3%
Fees: legal $5,611 28.4%
Fees: other professional $3,461 17.5%
Taxes $349 1.8%
Total$19,758100%

View the filing