SCHOEN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCHOEN FAMILY CHARITABLE TRUST (EIN 20-6771963)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-18
- IRS object ID
- 202530959349100403
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-18T16:23:56-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206771963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOEN FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Laura Mootz | InCareOfNm |
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 9202847482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 IGOTI PL | AddressLine1Txt |
| City | LOUDON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37774 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Mootz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-04-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,202,822 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,890,466 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $201 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $201 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $94,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,811 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $94,811 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $690,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,860,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $690,804 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $51,849 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,676,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $785,816 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $146,861 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,011 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,011 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $8,011 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,011 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $319 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $319 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $319 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $319 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,000 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,489 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,489 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,489 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $788 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $788 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $788 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $788 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,366 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,366 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,973 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,973 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,502,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $128,888 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,414 | CashBOYAmt |
| Cash EOY | $109,952 | CashEOYAmt |
| Cash EOYFMV | $109,952 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $378,282 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $380,338 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,189,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,393,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,712,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,379,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,881,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,202,822 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,379,291 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,881,910 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,379,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,881,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,379,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,881,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,379,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,502,619 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,881,910 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,881,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $4,415 | $0 | $4,066 | $349 | $349 |
| Public Traded Securities | $327 | $0 | $296 | $31 | $31 |
| Public Traded Securities | $70,227 | $0 | $78,550 | -$8,323 | -$8,323 |
| Public Traded Securities | $1,450 | $0 | $1,319 | $131 | $131 |
| Public Traded Securities | $25,754 | $0 | $27,847 | -$2,093 | -$2,093 |
| Public Traded Securities | $7,512 | $0 | $11,928 | -$4,416 | -$4,416 |
| Public Traded Securities | $7,794 | $0 | $8,406 | -$612 | -$612 |
| Public Traded Securities | $129,631 | $0 | $127,723 | $1,908 | $1,908 |
| Public Traded Securities | $86,163 | $0 | $83,925 | $2,238 | $2,238 |
| Public Traded Securities | $46,917 | $0 | $46,358 | $559 | $559 |
| Public Traded Securities | $52,297 | $0 | $45,221 | $7,076 | $7,076 |
| Public Traded Securities | $66,896 | $0 | $56,982 | $9,914 | $9,914 |
| Public Traded Securities | $34,178 | $0 | $41,139 | -$6,961 | -$6,961 |
| Public Traded Securities | $66,291 | $0 | $38,122 | $28,169 | $28,169 |
| Public Traded Securities | $22,567 | $0 | $22,992 | -$425 | -$425 |
| Public Traded Securities | $57,764 | $0 | $54,361 | $3,403 | $3,403 |
| Public Traded Securities | $110,089 | $0 | $98,124 | $11,965 | $11,965 |
| Public Traded Securities | $61,894 | $0 | $52,958 | $8,936 | $8,936 |
| Public Traded Securities | $89,724 | $0 | $71,115 | $18,609 | $18,609 |
| Public Traded Securities | $6,892 | $0 | $6,233 | $659 | $659 |
| Public Traded Securities | $323,588 | $0 | $59,360 | $264,228 | $264,228 |
| Public Traded Securities | $60,509 | $0 | $47,872 | $12,637 | $12,637 |
| Public Traded Securities | $388,248 | $0 | $85,689 | $302,559 | $302,559 |
| Public Traded Securities | $55,924 | $0 | $23,706 | $32,218 | $32,218 |
| Public Traded Securities | $83,737 | $0 | $75,692 | $8,045 | $8,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $690,804 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $51,849 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,673 | SubtotalAmt |
| Tax Based On Investment Income | $10,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $10,673 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | schoenfoundation.org | WebsiteAddressTxt |
| Individual With Books | Jeff J Mootz | IndividualWithBooksNm |
| Phone | 9202847481 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 IGOTI PL | AddressLine1Txt |
| City | LOUDON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37774 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Laura Mootz | ||||||||
| 3552 DeKalb Lane | Neenah | WI | 54956 | Trustee | 5.00 | $0 | $8,011 | $0 |
| Andrew Schoen | ||||||||
| 18811 Fortson Ave | Dallas | TX | 75252 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,486,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,612,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,612,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,543,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,673 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,373 | IncomeTaxAmt |
| Total Tax | $12,046 | TotalTaxAmt |
| Distributable Before Adj | $215,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $173,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,584 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,584 | AppliedToYear1Amt |
| Applied To Current Year | $168,079 | AppliedToCurrentYearAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $47,060 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Brain Center of Green Bay | ||||||||
| 2801 S Webster Ave | Green Bay | WI | 54301 | No Relationship | PC | Education & outreach prog | $3,500 | |
| All Together HSHS Colleague giving Campaign | ||||||||
| PO Box 11705 | Green Bay | WI | 54301 | No Relationship | PC | support pediatric hematology | $1,000 | |
| Camp Odayin | ||||||||
| 3503 High Point Dr North Suite 250 | Oakdale | MN | 55128 | No Relationship | PC | Camp for kids with | $1,000 | |
| Dubuque Symphony Orchestra | ||||||||
| 2728 Asbury Road Suite 900 | Dubuque | IA | 52001 | No Relationship | PC | Adopt a Musician prog | $2,000 | |
| Camp Albrecht Acres | ||||||||
| 14837 Sherrill Rd | Sherill | IA | 52073 | No Relationship | PC | appliance replacement & | $5,000 | |
| Compass to Care | ||||||||
| 900 Jackson St Suite LL5 2H | Dubuque | IA | 52001 | No Relationship | PC | fund 50 trips to chemo | $5,000 | |
| Dubuque Dream Center | ||||||||
| 1600 White St | Dubuque | IA | 52001 | No Relationship | PC | Fulton school upgrade & | $5,000 | |
| Hills and Dales | ||||||||
| 1011 Davis St | Dubuque | IA | 52001 | No Relationship | PC | Help fund renovations for | $5,000 | |
| Feast of Crispian | ||||||||
| PO Box 1038 | Milwaukee | WI | 53203 | No Relationship | PC | stories told by veterans | $1,500 | |
| Inspiration Stables | ||||||||
| PO Box 16 | Peosta | IA | 52068 | No Relationship | PC | help fund to enclose arena | $5,000 | |
| Foundation for Dubuque Public Schools | ||||||||
| 700 Locust St Sluite 195 | Dubuque | IA | 52001 | No Relationship | PC | sensory materials for | $8,800 | |
| DuRide | ||||||||
| 2728 Asbury Road Suite 330 | Dubuque | IA | 52001 | No Relationship | PC | medical rides for seniors | $5,000 | |
| Mr Pleasant Home | ||||||||
| 1695 Mount Pleasant St | Dubuque | IA | 52001 | No Relationship | PC | Update needed fire alarms | $2,000 | |
| Christine Ann Domestic Abuse Services Inc | ||||||||
| 206 Allgoma Blvd | Oshkosh | WI | 54091 | No Relationship | PC | Emergency shelter | $2,500 | |
| Northeast Iowa Council Boy scouts of America | ||||||||
| PO Box 732 | Dubuque | IA | 52004 | No Relationship | PC | enhance youth well- | $2,500 | |
| Stonehill Communities | ||||||||
| 3485 Windsor Ave | Dubuque | IA | 52001 | No Relationship | PC | room renovation for | $16,700 | |
| St Mark Youth Enrichment | ||||||||
| PO Box 568 | Dubuque | IA | 52004 | No Relationship | PC | Critical after school program | $8,000 | |
| Ronald McDonald House | ||||||||
| 8948 Watertown Plank Rd | Milwaukee | WI | 53226 | No Relationship | PC | Sponsor family guest | $3,000 | |
| Dubuque Regional Humane Society | ||||||||
| 4242 Chavenelle Rd | Dubuque | IA | 52002 | No Relationship | PC | Board recommendation | $1,000 | |
| Unbound | ||||||||
| 1 Elmwood Ave | Kansas City | KS | 66103 | No Relationship | PC | funds for 3 children in the | $1,740 | |
| Two by Two Character Development | ||||||||
| 3250 Kennedy Circle 5 | Dubuque | IA | 52002 | No Relationship | PC | Character develop | $4,000 | |
| Sisters of the Presentation | ||||||||
| 2360 Carter Rd | Dubuque | IA | 52001 | No Relationship | PC | general needs | $1,000 | |
| The Gathering Place | ||||||||
| 1001 Cherry St | Green Bay | WI | 54301 | No Relationship | PC | Mental Heath recovery | $2,500 | |
| Marquette University | ||||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | No Relationship | PC | Marq program to support | $5,000 | |
| Hospice of Dubuque | ||||||||
| 1670 John F Kennedy Rd | Dubuque | IA | 52003 | No Relationship | PC | stethoscopes & wound | $7,500 | |
| International FOP Association IFOPA | ||||||||
| 1520 Clay St Suite H2 | North Kansas City | MO | 64116 | No Relationship | PC | Dental care travel stipend | $2,000 | |
| Wisconsin Parkinson Association | ||||||||
| 13400 Bishops Lane Suite 120 | Brookfield | WI | 53005 | No Relationship | PC | fund two new programs | $5,000 | |
| Covey | ||||||||
| 2200 Algoma Blvd | Oshkosh | WI | 54901 | No Relationship | PC | help fund camp | $2,000 | |
| Dubuque Chorale | ||||||||
| 900 Jackson St | Dubuque | IA | 52001 | No Relationship | PC | scholarships for 8 children | $950 | Suite LL5 2D |
| Dubuque C Historical Society | ||||||||
| 350 East Third St | Dubuque | IA | 52001 | No Relationship | PC | National Mississippi River | $5,000 | |
| Make A Wish Foundation | ||||||||
| 200 W Monroe St Suite 1801 | Chicago | IL | 60606 | No Relationship | PC | fund a wish in memory | $1,000 | |
| Feeding America Eastern Wisconsin | ||||||||
| 2911 W Evergreen Dr | Appleton | WI | 54913 | No Relationship | PC | Help to deliver food to | $5,000 | |
| Foundation for Heart Science | ||||||||
| 2131 N 72nd St | Wauwatosa | WI | 53213 | No Relationship | PC | advance treatments | $5,000 | |
| People in Need | ||||||||
| 2155 University Ave | Dubuque | IA | 52001 | No Relationship | PC | funds to help families in | $5,000 | |
| REDgen | ||||||||
| 4230 N Oakland Ave 152 | Shorewood | WI | 53211 | No Relationship | PC | enhance youth mental | $2,500 | |
| Mississippi Valley Arch Center | ||||||||
| 1725 State St | LaCrosse | WI | 546013788 | No Relationship | PC | Educational Endowment | $1,000 | |
| COTS | ||||||||
| 819 S West Ave | Appleton | WI | 54915 | No Relationship | PC | Trasitiional Homeless | $1,000 | |
| St Patricks | ||||||||
| 104 1st Steet SE | Epworth | IA | 52045 | No Relationship | PC | feed those in need | $2,000 | |
| Finley Health Foundation | ||||||||
| 350 N Grandview Ave | Dubuque | IA | 52001 | No Relationship | PC | Birthing and C section | $10,000 | |
| Team Rubicon | ||||||||
| 5230 Pacific Concourse Dr Ste 200 | Los Angeles | CA | 90045 | No Relationship | PC | Hurricane Helene relief fund | $1,000 | |
| Cedar Valley Friends of the Family | ||||||||
| 1009 Peoples Square | Waterloo | IA | 50702 | No Relationship | PC | domestic abuse support | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,690 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| John Schoen | |||||||
| 1 | 1225 Hiawatha | East Dubuque | IL | 610250125 | $2,796,201 | Yes (X) | |
| John Schoen | |||||||
| 2 | 1225 Hiawatha | East Dubuque | IL | 610250125 | $89,751 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly traded securities transferred from John Schoen IRA to Schoen Family Charitable Trust | NoncashPropertyDesc |
| Fair Market Value | $2,796,201 | FairMarketValueAmt |
| Received | 2024-07-23 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AltriaGroupInc | $114,464 | $177,786 |
| Apple,Inc | $1,139,931 | $1,401,370 |
| PhilipMorrisIntlInc | $176,139 | $403,435 |
| ISHARESTRMSCIEAFEFD | $0 | $0 |
| ISHARESTRRUSSELL2000IndexFund | $0 | $0 |
| ISHARESTRSCAPETF | $0 | $0 |
| SPDRS&PDividendETF | $0 | $0 |
| VanguardEmergingMarket | $0 | $0 |
| Oracle | $0 | $0 |
| Pepsico | $19,757 | $17,791 |
| MarubeniCorp | $24,828 | $60,128 |
| PfizerInc | $30,325 | $22,179 |
| HomeDepot | $48,929 | $236,117 |
| CaretrustREITInc | $26,152 | $33,139 |
| MicrosoftCorp | $182,867 | $192,626 |
| Mitsu&CoLTD | $38,179 | $74,963 |
| AbbvieINC | $137,136 | $206,471 |
| AmpilfyCWPEnhancedDiv | $0 | $0 |
| RTXCorp | $599 | $1,736 |
| CIBCAtlasDiscipinedE | $4,514 | $4,541 |
| AlarmComHldgsInc | $88,859 | $79,040 |
| AlphabetIncClassA | $32,722 | $34,074 |
| AlphabetIncClassC | $113,832 | $118,073 |
| BerkshireHathaway | $39,929 | $41,702 |
| CarpenterTechnologyCor | $583,311 | $509,130 |
| CiscoSysInc | $25,313 | $32,323 |
| ComcastCorpNew | $19,525 | $19,028 |
| DanaherCorp | $26,418 | $22,955 |
| StrykerCorp | $28,364 | $29,884 |
| TheCignaGroup | $30,255 | $24,853 |
| ThermoFisherScientific | $33,134 | $31,214 |
| VeraltoCorp | $6,529 | $6,620 |
| ZimIntegratedShippinF | $304,084 | $322,050 |
| ZionxBancorpNA | $105,428 | $108,879 |
| Amazon.ComInc | $119,302 | $140,410 |
| AmgenInc | $50,319 | $39,357 |
| FidelityNationalInformation | $8,486 | $9,127 |
| HartfordFinlSvcsGroup | $60,337 | $64,765 |
| HoneywellIntlInc | $24,564 | $25,526 |
| Johnson&Johnson | $22,395 | $21,259 |
| MastecInc | $487,722 | $462,876 |
| ENISAPROMA | $19,432 | $27,360 |
| SpiderS&P500ETF | $40,087 | $84,396 |
| OneckInc | $22,133 | $33,433 |
| USBancorpDelNew | $54,374 | $80,790 |
| Catepillar | $15,022 | $76,905 |
| CardinalHealth | $29,857 | $91,186 |
| InvescoQQQTrust | $58,123 | $343,035 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $380,338 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $378,282 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $380,338 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Amendment to Trust Document | CategoryTxt |
| Legal Fees | $319 | LegalFeesAmt |
| Net Investment Income | $319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $319 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $319 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Fees | $152 | $152 | $152 | $152 |
| Office Supplies | $637 | $637 | $637 | $637 |
| Website Support | $399 | $399 | $399 | $399 |
| Postage | $7 | $7 | $7 | $7 |
| Tax Software | $171 | $171 | $171 | $171 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Financial Investment Advice | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Schoen | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Hiawatha | AddressLine1Txt |
| City | East Dubuque | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 610251025 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Tax Paid per Schwab statements | $1,373 | $1,373 | $1,373 | $1,373 |
| 2023 Excise Tax US Treasury | $2,116 | $2,116 | $2,116 | $2,116 |