The Schellman Family Foundation

EIN 872739681

New Hyde Park, NY 11042 |(800) 839-1754

Total Given 2022–2023
$1.4M
3 grants · $716K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$500K
typical big bets · $375K–$591K
grant size
0%
transactional · single-year
repeat
$29.2M
Assets (2023)
2
Distinct Recipients

About

The Foundation's administrator initially mailed a request to update the Foundation's name in the Internal Revenue Service's (the "Service") database in advance of the quarterly estimated tax deadlines. Due to the IRS' backlog and through no fault of the Foundation, the name change request was not processed timely which prevented the Foundation from being able to enroll in EFTPS to make quarterly payments. Once the name was updated on the account by the Service, the Foundation submitted its required payments. Form 2220 was prepared as if the name change had been acknowledged and reports the quarterly estimated tax payments as made timely by the original due dates of such payments. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. We respectfully request that no underpayment penalties of quarterly estimated taxes be assessed in connection with such payments.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2022 $250K $26.3M $-2.5M 1
2023 $1.2M $29.2M $689K 2

Grant Size Distribution

Based on 3 grants on record

Minimum
$250K
25th Pctl
$375K
Median
$500K
Average
$477K
75th Pctl
$591K
Maximum
$682K

Geographic Distribution

Officers & Directors

Grants Awarded (3 total)

Purpose
Fidelity Investments Charitable Gift Fund Boston, MA $682,257 Chris and Lauren Schellman Giving Fund (SEE ATTACHED GENERAL EXPLANATION) 2023
Fidelity Investments Charitable Gift Fund Boston, MA $500,000 Chris and Lauren Schellman Giving Fund 2023
Knights of Columbus Charitable Fund Inc New Haven, CT $250,000 General & Unrestricted 2022