Stephen Harold Schimmel Foundation

990PF • Fiscal year 2023 • EIN 22-3386066

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 18, 2024

Organization Profile

8 Archipelago DriveNewport Coast, CA 92657

(949) 833-2815

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

-269%

Higher net margin than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

-4.0%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

-72%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$5,361,602

Down $220,768 (-4.0%) from 2022

Net Assets

Down

$5,361,602

Down $216,224 (-3.9%) from 2022

Liabilities

Down

Down $4,544 (-100%) from 2022

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin3rd percentile

Revenue

Down

$80,385

Down $202,344 (-72%) from 2022

Expenses

Down

$296,609

Down $32,752 (-9.9%) from 2022

Net Income

Down

-$216,224

Down $169,592 (-364%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$5,361,602

Liabilities$0

Net Assets$5,361,602

Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$80,385

Expenses$296,609

Net Income-$216,224

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2022 to Sep 30, 2023
Signed: Jun 18, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Rosalba Schimmel	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Stephen Harold Schimmel Foundation
EIN: 22-3386066
Phone: 9498332815
Address: 8 Archipelago Drive, Newport Coast, CA 92657

Signing Officer

Name: Rosalba Schimmel
Title: President
Signed: 2024-06-18
Discuss with paid preparer: Yes

Preparer

Firm: Wiegel Szekel and Frisby
Address: 500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer: Gabriel Frisby CPA
Phone: 7146348757

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	20139
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	43686
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	1730
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	3461
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	14000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	50184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	15000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	7	50000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	7	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	8	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	9	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	10	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	11	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	13	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	14	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	15	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	2500 FIRST TRUST PREFERRED SECURITIES AND INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	14000 VANGUARD TREASURY MMF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	9569.378 PIMCO INCOME FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	50000 UNITED STATES TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	15000 SAN DIEGO CNTY CALIF PENSION P/C 08/15/2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	157000 VANGUARD TREASURY MONEY MARKET FUND INVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	7	50000 FEDERAL FARM CR BKS KONTROLLBANK GLBL NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	8	200000 FEDERAL HOME LOAN BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	9	100000 FEDERAL HOME LOAN BANKS GO BDS 2014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	10	100000 FEDERAL HOME LOAN BANKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	11	2135 ISHARES CORE U S AGGREGATE BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	12	7079 ISHARES TRUST ISHARES PREFERRED AND INCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	13	315.082 PGIM TOTAL RETURN BOND FUND INC CLASS Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	14	25041.275 PGIM TOTAL RETURN BOND FUND INC CLASS Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	15	capital gain distribution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2022-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2022-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2023-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2023-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2022-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	6	2023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	7	2023-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	8	2023-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	9	2023-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	10	2022-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	11	2023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	12	2023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	13	2023-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	14	2023-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	15	2023-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-178082
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-46930
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-216224
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	5361602
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5577826
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5361602
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	262932
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	262932
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	262932
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	266243
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	3311
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	3311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	3520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	3311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	3311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	3311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	3520
IRS990PF/FMVAssetsEOYAmt	0	5191329
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	4172
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	253659
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	388104
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	388104
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	72239
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	72739
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	596
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	500
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	5577826
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	5361602
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	23689
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	35611
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	35611
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	5304426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	4937178
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	4767405
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	372
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	209
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	5582370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5361602
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	5191329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	4544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	5582370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5361602
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	5577826
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	5361602
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5405942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	320882
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	5049280
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	81089
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	35780
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	266243
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	5324853
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5405942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Rosalba Schimmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	8 Archipelago Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Newport Coast
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	92657
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	273062
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	273062
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	8 Archipelago Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Newport Coast
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92657
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ROSALBA SCHIMMEL
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9493075859
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Rosalba Schimmel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	general fund donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	general fund donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	general fund donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	HERITAGE CHRISTIAN FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	THE CHRISTIAN BROADCASTING NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	BREATHE MINISTRIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	190 AVENIDA LA PATA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	977 CENTERVILLE TURNPIKE CSB 112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	8315 HAVEN HARBOUR WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN CLEMENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Bradenton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	23463
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	34212
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	252923
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	20139
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	252923
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	262932
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	273062
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	242793
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	252923
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	72239
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	500
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	72739
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	23689
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	35611
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	35611
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	LICENSE AND PERMIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	63
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	62
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	31445
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	15722
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	15723
TaxesSchedule/TaxesDetail/Amt	0	3311
TaxesSchedule/TaxesDetail/CategoryTxt	0	federal excise tax on investment income
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROSALBA SCHIMMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Stephen Harold Schimmel Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	STEP
ReturnHeader/Filer/EIN	0	223386066
ReturnHeader/Filer/PhoneNum	0	9498332815
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8 Archipelago Drive
ReturnHeader/Filer/USAddress/CityNm	0	Newport Coast
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,361,602
Liabilities: $0
Net assets: $5,361,602
Revenue: $80,385
Expenses: $296,609
Net income: -$216,224

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.37	$0.00	$5.37	$0.28	$0.28	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$5.36	$0.00	$5.36	$0.08	$0.30	$0.22
2022Detailed filing. Detailed filing data is available for this year.	$5.58	$0.00	$5.58	$0.28	$0.33	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$5.63	$0.00	$5.62	$0.29	$0.37	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$5.71	$0.00	$5.71	$0.30	$0.36	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$5.77	$0.00	$5.77	$0.32	$0.36	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$5.81	$0.00	$5.81	$0.33	$0.34	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$5.83	$0.00	$5.82	$0.47	$0.11	$0.36
2016Detailed filing. Detailed filing data is available for this year.	$5.46	$0.00	$5.46	$0.34	$0.36	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$5.48	$0.00	$5.48	$0.36	$0.36	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$5.48	$0.01	$5.48	$0.35	$0.31	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$5.45	$0.00	$5.45		$0.58
2012Detailed filing. Detailed filing data is available for this year.	$5.70	$0.01	$5.69		$0.38
2011Detailed filing. Detailed filing data is available for this year.	$5.14	$0.01	$5.13		$0.39
2010Detailed filing. Detailed filing data is available for this year.	$5.19	$0.01	$5.19		$0.34