Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DAN & GLORIA SCHUSTERMAN
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2121 SOUTH COLUMBIA SUITE 650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74114
A Employer identification number

73-1495727
B Telephone number (see instructions)

(918) 743-4300
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,670,816J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 160,629
2 Check right arrow.............
3 Interest on savings and temporary cash investments 35 35  
4 Dividends and interest from securities... 37,965 37,965  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 86,990
b Gross sales price for all assets on line 6a 135,254
7 Capital gain net income (from Part IV, line 2)... 86,990
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
83 83  
12 Total. Add lines 1 through 11........ 285,702 125,073  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,250 1,250   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,800 12,800   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33 33   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
86 86   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,169 14,169   0
25 Contributions, gifts, grants paid....... 148,000 148,000
26 Total expenses and disbursements. Add lines 24 and 25 170,169 14,169   148,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 115,533
b Net investment income (if negative, enter -0-) 110,904
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 144,648 144,012 144,012
2 Savings and temporary cash investments......... 270,000 132,000 132,000
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   72    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 916,310 Click to see attachment
List of Attached Documents:
// Content
1,144,795 		1,394,804
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,331,030 1,420,807 1,670,816
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 399,855 399,855
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 931,175 1,020,952
29 Total net assets or fund balances (see instructions)..... 1,331,030 1,420,807
30 Total liabilities and net assets/fund balances (see instructions). 1,331,030 1,420,807
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,331,030
2
Enter amount from Part I, line 27a .....................
2
115,533
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,446,563
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
25,756
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,420,807
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ATLANTA BRAVES HOLDING   2023-06-26 2023-07-20
b LIBERTY MEDIA CORP DEL   2023-06-26 2023-08-07
c VALVOLINE INC   2022-07-14 2023-06-01
d CRANE NXT CO   2022-09-13 2023-09-18
e ENPRO INDUSTRIES INC   2020-04-30 2023-08-30
GRIFFON CORP   2019-12-05 2023-01-09
MODINE MANUFACTURING CO   2020-10-16 2023-08-30
MUELLER INDUSTRIES INC   2013-02-20 2023-12-22
AEROJET ROCKETDYNE   2002-12-09 2023-08-01
CHEMED CORP   2002-02-06 2023-10-27
DISH NETWORK CORP   2010-10-01 2023-08-30
INDUS REALTY TR INC   1997-08-01 2023-01-09
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34   33 1
b 20   20 0
c 11,643   8,897 2,746
d 5,731   3,244 2,487
e 13,622   4,542 9,080
15,393   3,859 11,534
9,573   1,437 8,136
14,158   3,462 10,696
29,000   5,147 23,853
5,576   326 5,250
4,489   11,956 -7,467
26,015   5,341 20,674
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1
b       0
c       2,746
d       2,487
e       9,080
      11,534
      8,136
      10,696
      23,853
      5,250
      -7,467
      20,674
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 86,990
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,542
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,542
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,542
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,231
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,231
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,689
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,689 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPAUL D WILSON Telephone no.right arrow (918) 743-4300

Located atright arrow2121 S COLUMBIA SUITE 650 TULSA OKTULSAOK ZIP+4right arrow74114
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GLORIA SCHUSTERMAN TRUSTEE
0.00 		0 0 0
2121 S COLUMBIA SUITE 650
TULSA,OK74114
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,222,255
b
Average of monthly cash balances.......................
1b
404,644
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,626,899
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,626,899
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,403
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,602,496
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
80,125
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
80,125
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,542
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,542
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
78,583
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
78,583
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
78,583
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
148,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
148,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 78,583
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 220,946
c From 2020...... 140,460
d From 2021......  
e From 2022...... 276,089
f Total of lines 3a through e ........ 637,495
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 148,000
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 78,583
e Remaining amount distributed out of corpus 69,417
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 706,912
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		706,912
10 Analysis of line 9:
a Excess from 2019.... 220,946
b Excess from 2020.... 140,460
c Excess from 2021....  
d Excess from 2022.... 276,089
e Excess from 2023.... 69,417
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
GLORIA SCHUSTERMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

JEWISH FEDERATION OF NORTH AMERICA

25 BROADWAY 17TH FLOOR
NEW YORK,NY10004 		NONE 501(C)(3) ORGANIZATI ASSISTANCE 46,000

AMERICAN FRIENDS OF TENUFA BAKEHILA

6238 WOODCREST AVE
BALTIMORE,MD21209 		NONE 501(C)(3) ORGANIZATI ASSISTANCE 50,000

AMERICAN FRIENDS OF NATAL

1120 AVENUE OF THE AMERICAS
NEW YORK,NY10036 		NONE 501(C)(3) ORGANIZATI ASSISTANCE 52,000
Total .................................right arrow 3a 148,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 35  
4 Dividends and interest from securities ....     14 37,965  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 83  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 86,990  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 125,073 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
125,073
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 FOR CHARITABLE AND OPERATIONAL PURPOSES
4 FOR CHARITABLE AND OPERATIONAL PURPOSES
8 FOR CHARITABLE AND OPERATIONAL PURPOSES
7 FOR CHARITABLE AND OPERATIONAL PURPOSES
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
DAN & GLORIA SCHUSTERMAN
CHARITABLE FOUNDATION
Employer identification number

73-1495727
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DAN & GLORIA SCHUSTERMAN
CHARITABLE FOUNDATION 		Employer identification number
73-1495727
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
GLORIA SCHUSTERMAN
2121 S COLUMBIA SUITE 650
 
TULSA, OK741143606

$ 160,629


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DAN & GLORIA SCHUSTERMAN
CHARITABLE FOUNDATION 		Employer identification number

73-1495727
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 200 SHARES CRANE NEXT CO $ 10,608 2023-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 200 SAHRES GATX CORP $ 22,448 2023-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 400 SHARES LENNAR CORP $ 47,988 2023-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 500 SHARES MUELLER INDS INC $ 21,435 2023-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 600 SHARES TEXTRON CORPORATION $ 46,170 2023-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 255 SAHRES WEBSTER FINANCIAL CORPORATION $ 11,980 2023-12-31
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DAN & GLORIA SCHUSTERMAN
CHARITABLE FOUNDATION 		Employer identification number

73-1495727
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,250 1,250   0

TY 2023 InvestmentsCorpStockSchedule
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Name of Stock End of Year Book Value End of Year Fair Market Value
10 SHARES MADISON SQ GARDEN 1,826 0
10 SHARES ZIMVIE INC (SPINOFF OF ZIMMER - DISTRIBUTION) 360 178
100 SHARES AMERICAN EXPRESS 15,458 18,734
100 SHARES BECTON DICKSON 25,700 24,383
100 SHARES CALLON PETE CO DEL 3,303 3,240
100 SHARES CRANE COMPANY 6,277 11,814
100 SHARES ROLLINS INC 140 6,551
100 SHARES SENSIENT TECHNOLOGIES 72 6,600
100 SHARES SOUTHWEST GAS 1,046 6,335
100 SHARES TEXTRON INC. 3,996 8,042
100 SHARES WALT DISNEY 4,789 9,029
100 SHARES ZIMMER BIOMET HOLDINGS 15,228 12,170
1000 SHARES GRUPO TELEVISA SA DE 12,516 0
1000 SHARES KAMAN CORP 23,619 23,950
106 SHARES STRATTEC SEC CORP 2,450 2,686
1403 SHARES DISCOVERY HOLDING(SPINOFF LIB MEDIA) 904 15,966
150 SHARES HALLIBURTON COMPANY 4,433 5,423
150 SHARES SCHLUMBERGER LTD 5,824 7,806
150 SHARES SPHERE ENTERTAINMENT 600 5,094
1500 SHARES CNH GLOBAL 10,060 18,270
1600 SHARES GRUPO TELEVISA 8,173 0
20 SHARES CHEMED CORP 565 11,695
20 SHARES VALMONT 3,860 4,670
200 SHARES AMERICAN EXPRESS 36,278 37,468
200 SHARES AMERICAN EXPRESS 12,375 37,468
200 SHARES ARCHER DANIELS MIDLAND 19,534 14,444
200 SHARES BAUSCH HEALTH 1,792 1,604
200 SHARES CRANE NXT CO 10,608 11,374
200 SHARES DANA CORP 2,342 2,922
200 SHARES DANA CORP 2,502 2,922
200 SHARES ENPRO 23,720 31,348
200 SHARES ENPRO 4,542 15,674
200 SHARES FORTUNE BRANDS, INC. 873 15,228
200 SHARES GATX CORP 22,448 24,044
200 SHARES HERCULES 6,169 29,788
200 SHARES HYSTER YALE MATLS HANDLING 7,934 12,438
200 SHARES LIBERTY MEDIA FORMULA ONE CLASS A 13,488 11,596
200 SHARES PERRIGO CO PLC 5,575 6,436
200 SHARES SINCLAIR BROADCAST GROUP 6,411 2,606
200 SHARES SONY CORP 13,058 18,938
217 SHARES LIBERTY GLOBAL CLASS A 4,838 293
255 SHARES WEBSTER FINANCIAL 11,980 12,944
30 SHARES BIO RAD LABS 5,459 9,687
300 SHARES ATLANTA BRAVES HOLDINGS INC SER A 8,865 12,834
300 SHARES BAUSCH HEALTH 8,388 2,406
300 SHARES BAUSCH HEALTH 5,168 2,406
300 SHARES ECHOSTAR CORP 10,406 3,314
300 SHARES ECHOSTAR CORP 5,236 4,971
300 SHARES EDGEWELL PERS CARE 1,452 10,989
300 SHARES ENERGIZER HOLDINGS 3,397 9,504
300 SHARES IVECO GROUP NV (SPINOFF OF CNH - DISTRIBUTION) 1,507 2,685
300 SHARES LENNAR CORP CL B 20,973 40,215
300 SHARES MOOG 1,591 43,434
300 SHARES NEWMONT MINING CORP 9,323 12,417
300 SHARES NORTHERN TRUST CORP 37,035 25,314
300 SHARES PERRIGO CO PLC 11,251 9,654
300 SHARES PNC FINANCIAL SERVICES 61,623 46,455
300 SHARES STATE STREET CORP 13,789 23,238
300 SHARES WEBSTER FINANCIAL CORP 16,149 15,228
300 SHARES ZIMVIE INC 2,167 5,325
40 SHARES MADISON SQ GARDEN 1,552 4,769
400 SHARES BANK OF AMERICA CORP 11,568 13,468
400 SHARES DRIL-QUIP INC 9,421 9,308
400 SHARES GRUPO TELEVISA SA DE 3,828 0
400 SHARES JOHNSON CONTROLS INTERNATIONAL 27,032 23,056
400 SHARES LENNAR CORP CL B 47,988 53,620
400 SHARES SINCLAIR BROADCAST GROUP 13,984 3,277
400 SHARES SONY CORP 48,580 37,876
450 SHARES GATX CORP 14,407 54,099
483 SHARES LIBERTY GLOBAL CLASS A 13,188 12,439
50 SHARES BOEING CO 7,347 13,033
50 SHARES MADISON SQ GARDEN 8,901 9,092
50 SHARES ZIMMER BIOMET HOLDINGS 5,391 6,085
500 SHARES BANK NEW YORK MELLON 11,272 26,025
500 SHARES DANA CORP 11,160 7,305
500 SHARES DANA CORP 12,169 7,305
500 SHARES DANA CORP 5,980 7,305
500 SHARES FLOWSERVE CORP 2,824 20,610
500 SHARES GENERAL MILLS 41,085 32,570
500 SHARES GRUPO TELEVISA SA DE 1,171 0
500 SHARES GRUPO TELEVISA SA DE 6,163 0
500 SHARES GRUPO TELEVISA SA DE 4,739 0
500 SHARES GRUPO TELEVISA SA DE 2,561 0
500 SHARES LEE ENTERPRISES INC 12,217 3,935
500 SHARES LEE ENTERPRISES INC 6,109 3,935
500 SHARES LEE ENTERPRISES INC 6,062 3,935
500 SHARES MANITOWOC CO INC 5,050 8,345
500 SHARES MANITOWOC CO INC 6,684 8,345
500 SHARES MUELLER INDUSTRIES 30,600 9,380
500 SHARES MUELLER INDUSTRIES 21,435 23,575
500 SHARES STRATTEC SEC CORP 9,115 12,670
500 SHARES TEGNA INC 10,555 7,650
525 SHARES LIBERTY MEDIA 864 0
600 SHARES TEXTRON INC 46,170 48,252
600 SHARES VIACOM INC/CBS (PARAMOUNT GLOBAL) 34,861 11,796
700 SHARES BAUSCH HEALTH 5,320 5,614
705 SHARES OF ATLANTA BRAVES HOLDING INC SER C 688 27,904
778 SHARES LIBERTY GLOBAL CL C LBTYK 14,842 11,240
80 SHARES CHURCHILL DOWNS 6,033 21,589
80 SHARES VALMONT 18,415 18,680
800 SHARES MODINE MANUFACTURING CO 5,749 47,760
800 SHARES TREDEGAR CORPORATION 8,096 4,328
94 SHARES STRATTEC SEC CORP 2,174 2,382

TY 2023 OtherDecreasesSchedule
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Description Amount
BOOK/TAX DIFFERENCE DISPOSED STOCK 25,756


TY 2023 OtherExpensesSchedule
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 86 86   0


TY 2023 OtherIncomeSchedule2
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 83 83 83


TY 2023 OtherProfessionalFeesSchedule
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 12,800 12,800   0


TY 2023 SubstantialContributorsSch
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Name Address
GLORIA SCHUSTERMAN 2121 S COLUMBIA AVE SUITE 650
TULSA,OK74114
DALE H BLANCA E SCHUSTERMAN 2121 S COLUMBIA AVE SUITE 650
TULSA,OK74114
MICHAEL R CAROL B WILSON 2121 S COLUMBIA AVE SUITE 650
TULSA,OK74114


TY 2023 TaxesSchedule
Name:
DAN & GLORIA SCHUSTERMAN
 
CHARITABLE FOUNDATION
EIN:
73-1495727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX EXPENSE 33 33   0