SCHOEN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCHOEN FAMILY CHARITABLE TRUST (EIN 20-6771963)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-10
- IRS object ID
- 202200699349100500
- Schema version
- 2021v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T04:56:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 |
| Foreign Phone | 9202847482 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 DEKALB LN | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549569048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Mootz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-03-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,671,118 | 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 | $18,740 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $62,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,744 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,744 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $26,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,027 | CapGainNetIncmNetInvstIncmAmt |
| 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 | $107,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,776 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,749 | 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 | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | 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 | $1,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,560 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,560 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,560 | 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 | $4,390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,390 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,390 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,390 | 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 | $555 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $555 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $555 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $555 | 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 | $2,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,014 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,014 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,519 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,519 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,230 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $190,108 | CashBOYAmt |
| Cash EOY | $75,543 | CashEOYAmt |
| Cash EOYFMV | $75,543 | 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 | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $949,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,104,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,595,575 | 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 | $1,139,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,179,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,671,118 | 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 | $1,139,189 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,179,717 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,139,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,179,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,139,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,179,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,139,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,244 | OtherIncreasesAmt |
| Subtotal | $1,179,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,179,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 725 shares of EFAV | P | 2020-07-22 | 2021-04-19 | $54,438 | $49,191 | $5,247 | $5,247 |
| 200 shares QRVO | P | 2021-06-29 | 2021-11-19 | $31,344 | $39,422 | -$8,078 | -$8,078 |
| 900 shares USB | D | 2001-02-28 | 2021-06-29 | $51,358 | $22,500 | $28,858 | $28,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,116 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,116 | SubtotalAmt |
| Tax Based On Investment Income | $1,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Original Return Tax Paid | $1,116 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,116 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 | 3552 DEKALB LN | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549569048 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| John Schoen | ||||||||
| 1225 Hiawatha | East Dubuque | IL | 610250125 | Trustee | 1.00 | $0 | $0 | $0 |
| Laura Mootz | ||||||||
| 3552 DeKalb Lane | Neenah | WI | 54956 | Trustee | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,389,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,493,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,493,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,456,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,116 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,142 | IncomeTaxAmt |
| Total Tax | $2,258 | TotalTaxAmt |
| Distributable Before Adj | $120,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,563 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,232 | 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 | $101,232 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,563 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $993 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,232 | QualifyingDistributionsAmt |
| Applied To Current Year | $101,232 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $993 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $993 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $18,338 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John Schoen | ContributingManagerNm |
| Shareholder Manager | none | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Laura A Mootz | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 DeKalb Lane | AddressLine1Txt |
| City | Neenah | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9202847481 | RecipientPhoneNum |
| Form And Info And Materials | A written or website request is acceptable. It should include name address proposed request and tax exempt form. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 6 15 2021 | SubmissionDeadlinesTxt |
| Restrictions On Awards | None in 2021 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Creative Adventure Lab | |||||||
| 210 Jones ST | Dubuque | IA | 52001 | No Relationship | PC | Play freely creativity building to teach kids to be creative | $3,000 |
| Compass to Care | |||||||
| 900 Jackson St Suite LL5-2H | Dubuque | IA | 52001 | No Relationship | PC | "Notes of Hope" to help families with children with cancer | $1,000 |
| Hills and Dales | |||||||
| 1011 Davis St | Dubuque | IA | 52001 | No Relationship | PC | Funding to get residents out in the community safely after a pandemic | $4,425 |
| East Dubuque District Library Found | |||||||
| 1310 Hiawatha Dr | East Dubuque | IL | 60125 | No Relationship | PC | Expansion and improvement to the East Dubuque Library | $5,000 |
| Epilepsy Foundation SUDEP Institute | |||||||
| 3540 Crain Highway Suite 675 | Bowie | MD | 20716 | No Relationship | PC | SUDEP research | $1,000 |
| Dubuque Symphony Orchestra | |||||||
| 2728 Asbury Rd Suite 900 | Dubuque | IA | 52001 | No Relationship | PC | Scholarships for musicians | $1,000 |
| Camp Albrecht Acres | |||||||
| 14837 Sherrill Rd | Sherrill | IA | 520730500 | No Relationship | PC | LED light replacement for organization | $5,000 |
| Boys and Girls Club of Oshkosh | |||||||
| 501 E Parkway Ave | Oshkosh | WI | 54903 | No Relationship | PC | Great Futures mentoring program | $1,000 |
| Dubuque Dream Center | |||||||
| 1600 White St | Dubuque | IA | 52001 | No Relationship | PC | Mentor youth to strengthen families and build community | $1,000 |
| The Center for Childhood Safety | |||||||
| 2827 Ramada Way | Ashwaubenon | WI | 54304 | No Relationship | PC | Funding for car seat installation instruction for the community | $50 |
| Dubuque VNA | |||||||
| 1454 Iowa St | Dubuque | IA | 520043590 | No Relationship | PC | Expand Representative Payee Program | $5,000 |
| Clothing Across America INC | |||||||
| P O Box 702 | Neenah | WI | 549577020 | No Relationship | PC | Help with funding to ship items to those most in need | $1,000 |
| Finley Health Foundation | |||||||
| 350 Grandview Ave | Dubuque | IA | 52001 | No Relationship | PC | Safeguarding brain health for patients with mental health issues | $5,000 |
| Make a Wish Foundation of WI | |||||||
| 100 W College Ave Suite 50E | Appleton | WI | 54911 | No Relationship | PC | Sponsor a wish for a child in need | $5,000 |
| Evolving Wellness Corp | |||||||
| 2645 Harlem St Suite 1T | Eau Claire | WI | 54701 | No Relationship | PC | "Breath4Health" serving adults with lung health issues; COPD asthma etc. | $500 |
| Foundation for Dubuque Public Schoo | |||||||
| 700 Locust St Suite 195 | Dubuque | IA | 52001 | No Relationship | PC | Enhancing schools sensory path | $8,234 |
| DuRide | |||||||
| 2728 Asbury Rd Suite 330 | Dubuque | IA | 52001 | No Relationship | PC | Providing rides for individuals in need after a pandemic | $3,500 |
| Father Carrs Place 2B | |||||||
| 1062 N Koeller St | Oshkosh | WI | 54902 | No Relationship | PC | Bridge Walk to support Father Carrs homeless shelter | $1,000 |
| Feeding America | |||||||
| 2911 W Evergreen Dr | Appleton | WI | 54913 | No Relationship | PC | Feeding the needy after a pandemic | $2,000 |
| Foundation for Health Science | |||||||
| 2131 N 72nd St | Wauwatosa | WI | 53213 | No Relationship | PC | Funding to improve health and longevity of child cancer survivors | $1,000 |
| MercyOne Dubuque Foundation | |||||||
| 250 Mercy Drive | Dubuque | IA | 52001 | No Relationship | PC | Cancer Center exam room | $10,000 |
| Holy Family | |||||||
| 2005 Kane St | Dubuque | IA | 52001 | No Relationship | PC | Platform for excellence campaign | $1,000 |
| Friendship Place | |||||||
| 220 N Commercial St | Neenah | WI | 54956 | No Relationship | PC | Social recreational and educational outreach center for adults with mental health issues | $1,000 |
| NE Iowa Council Boy Scouts of Am | |||||||
| P O Box 732 | Dubuque | IA | 52004 | No Relationship | PC | Mental health training for youth leaders | $2,000 |
| Riverview Garden Inc | |||||||
| 1101 S Oneida St | Appleton | WI | 54915 | No Relationship | PC | Youth culinary program creating a bridge to secondary education and self sufficiency | $2,000 |
| St Mark Youth Enrichment Center | |||||||
| 1201 Locust St | Dubuque | IA | 52001 | No Relationship | PC | Out of school time programs for Dubuque youth in need | $4,000 |
| Ronald McDonald House | |||||||
| 8948 Watertown Plank Rd | Milwaukee | WI | 53226 | No Relationship | PC | Sponsor a family guest room for 3 months | $3,000 |
| St Mary Catholic Church | |||||||
| 2230 Town Hall Rd | Green Bay | WI | 54311 | No Relationship | PC | Sponsor church picnic | $1,000 |
| Sister Water Proj-Sisters of St Fra | |||||||
| 3390 Windsor Ave | Dubuque | IA | 52001 | No Relationship | PC | Fund installation of a well and pump in Africa | $5,264 |
| St Patrick Catholic Church | |||||||
| 104 1st St SE | Epworth | IA | 52045 | No Relationship | PC | Feeding the underserved and food delivery. | $2,000 |
| Unbond | |||||||
| P O Box 410036 | Kansas City | MO | 64179 | No Relationship | PC | Sponsor 2 children in the Dominican Republic and 1 child in Asia | $1,740 |
| St Stephens - Riverbend Food Bank | |||||||
| 3145 Cedar Crest Ridge | Dubuque | IA | 52003 | No Relationship | PC | Feeding the hungry in Iowa | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,713 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | John Schoen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Hiawatha | AddressLine1Txt |
| City | East Dubuque | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 610251025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $74,985 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 427 shares of Apple Inc AAPL | NoncashPropertyDesc |
| Fair Market Value | $74,985 | FairMarketValueAmt |
| Received | 2021-12-09 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks | StockNm |
| EOY Book Value | $1,104,174 | EOYBookValueAmt |
| EOYFMV | $2,595,575 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | none | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Website | $413 | $413 | $413 | $413 |
| Cell Phone | $934 | $934 | $934 | $934 |
| Other Bank Fees Tax Software etc | $667 | $667 | $667 | $667 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjusted Cost Basis per Charles Schwab report | Desc |
| Amt | $34,244 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Exponent Philanthropy | CategoryTxt |
| Amt | $1,560 | Amt |
| Net Investment Income | $1,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,560 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,560 | 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 |
|---|---|---|---|---|
| United States Treasury 2020 Return | $3,248 | $3,248 | $3,248 | $3,248 |
| Charles Schwab 1099 Foreign Taxes Paid | $1,142 | $1,142 | $1,142 | $1,142 |