Carrie and David Schulman
Carrie and David Schulman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Plantation, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $964K in total assets. In 2024, it awarded 30 grants totaling $120K. Net investment income was $63K.
Key facts about Carrie and David Schulman
- EIN
- 26-1964753
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $120,053
- Grants made (2024)
- 30
- Average grant
- $4,002
- Median grant
- $1,659
- New grantees (estimate)
- 53% first-time grantees (16 of 30, 2024)
- Total assets
- $964,216
- Primary geography
- Massachusetts (43% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Carrie and David Schulman funds
By grant dollars, the top recipient states for Carrie and David Schulman's 30 itemized 2024 grants were Massachusetts (43%), New York (13%) and Florida (12%). The most frequent recipient cities were New York, NY (7 grants), Fort Lauderdale, FL (3 grants) and Dallas, TX (2 grants). None of its 30 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (30 grants).
Is Carrie and David Schulman open to new grantees?
53%
first-time grantees, 2024
In 2024, 16 of 30 grantees (53%) were first-time recipients. First grants averaged $2K; repeat grants $6K. How we count
Medians: $575 first-time, $3K repeat.
- 27% of 2024 grantees were also funded in 2023. Method
- Giving grew 68% from 2021 to 2024. Method
- In 2024 it paid out 298% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Carrie and David Schulman
- How to evaluate Carrie and David Schulman as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$964K
-2.0% YoY
Annual Giving
$120K
-9.3% YoY
Grant Count
30
+30.4% YoY
Avg Grant Size
$4K
-30.5% YoY
Under IRS private-foundation payout rules, Carrie and David Schulman reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
About Carrie and David Schulman
Based on IRS filings
Carrie and David Schulman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Plantation, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $964K in total assets. In 2024, it awarded 30 grants totaling $120K. Net investment income was $63K.
Focus Areas
Ready to take the next step with Carrie and David Schulman?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 30 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $964,216 | $984,208 | $1,009,872 |
| Revenue | $143,716 | $122,885 | $114,067 |
| Expenses | $148,894 | $160,319 | $162,404 |
| Qualifying Distributions | $121,881 | $132,415 | $143,879 |
| Net Investment Income | $62,663 | $75,152 | $68,830 |
| Distributable Amount | $40,848 | $45,777 | $49,368 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
115 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Barrington Stage Company ($35,315), National Multiple Sclerosis Society ($16,000), Can Do MS ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BARRINGTON STAGE COMPANY Pittsfield, MA | CHARITABLE | $35,315 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY Waltham, MA | CHARITABLE | $16,000 |
| CAN DO MS Avon, CO | CHARITABLE | $10,000 |
| CHILDREN HARBOR Chicago, IL | CHARITABLE | $10,000 |
| AMERICAN CANCER SOCIETY Hagerstown, MD | CHARITABLE | $5,000 |
| JEWISH FEDERATION OF BROWARD Davie, FL | CHARITABLE | $5,000 |
| JEWISH GEN New York, NY | CHARITABLE | $5,000 |
| PEACE FOR KIDS Fallbrook, CA | CHARITABLE | $5,000 |
| SUNRISE ASSOCIATION Oceanside, NY | CHARITABLE | $5,000 |
| EMERGENCY VOLUNTEER PROJECT Washington, DC | CHARITABLE | $3,600 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Schulman | President | 1 | — |
| Carrie Schulman | Vice President | — | — |
| Stacey S Jerry | Secretary | — | — |
| Todd L Schulman | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carrie and David Schulman?
Carrie and David Schulman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Plantation, FL. It holds $964K in total assets as of 2024.
How large is Carrie and David Schulman?
As of 2024, Carrie and David Schulman holds $964K in total assets with $144K in annual revenue. It awarded 30 grants totaling $120K in 2024.
Where does Carrie and David Schulman operate?
Carrie and David Schulman has awarded grants in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Maryland, Missouri, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington.
What size grants does Carrie and David Schulman award?
In 2024, Carrie and David Schulman awarded 30 grants totaling $120K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Carrie and David Schulman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carrie and David Schulman reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carrie and David Schulman's EIN?
Carrie and David Schulman's EIN (Employer Identification Number) is 26-1964753. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.