2021-05-07T19:32:16-04:00 2020-12-31 990PF 2020-01-01 206771963 SCHOEN FAMILY CHARITABLE TRUST % Laura Mootz SCHO 9202847482 3552 DEKALB LN NEENAH WI 549569048 Laura Mootz Trustee 2021-05-07 false 2020 2022-09-23 18:48:47Z X 2230064 X 11907 10 10 10 50214 50214 50214 0 0 0 0 187016 420696 187016 1488 0 0 0 0 0 0 0 0 249147 237240 51712 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 765 765 765 765 0 0 0 0 1561 1561 1561 1561 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1212 1212 1212 1212 3538 3538 3538 3538 83291 83291 86829 3538 3538 86829 162318 233702 48174 35647 190108 190108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 941224 949081 2039956 0 0 0 0 0 0 0 0 0 0 976871 1139189 2230064 0 0 0 0 0 0 0 0 0 0 0 0 0 X 976871 1139189 976871 1139189 976871 1139189 976871 162318 1139189 1139189 32 shares of Alps Clean Energy ETF D 2020-04-24 2020-12-28 2679 1044 1635 1635 90.86 shares of CIBS Atlas Disciplined Equity AWEIX D 2019-11-27 2020-07-20 2135 898 1237 1237 99.07 shares of Laudus Inter Marketmasters Fd SWMIX P 2019-12-18 2020-07-20 2357 2506 -149 -149 5041.2 shares of Laudus Inter Marketmasters Fd SWMIX P 2018-07-13 2020-07-20 119928 123602 -3674 -3674 274 shares of Conoco Phiilips COP P 2010-09-10 2020-07-20 10900 11621 -721 -721 685 shares of ISHARES TR SCAP ETF IJR D 2011-12-22 2020-09-16 50057 15785 34272 34272 263 shares of ISHARES RUSSELL 2000 GRTH IWO P 2009-08-07 2020-09-02 60093 16309 43784 43784 1152 shares of ISHARES S&P Mid-Cap 400 IJK D 2010-09-10 2020-11-03 72121 23948 48173 48173 1264.3 shares if Modelez Intl MDLZ D 2008-12-22 2020-07-20 67615 8019 59596 59596 1006 shares of Schwab Intl SCAP ETR SCHC P 2010-09-10 2020-11-03 32811 29948 2863 2863 187016 1488 3248 3248 3248 0 0 0 3248 3248 0 false false false 0 0 0 false false false true true IA true false false false false true schoenfoundation.org Jeffrey Mootz 9202847481 3552 DeKalb Lane Neenah WI 54956 false false false false false false false false true 2019 true false false false false false false false false false false false false false John Schoen 1225 Hiawatha East Dubuque IL 61025 Trustee 1.00 0 0 0 Laura Mootz 3552 Dekalb Ln Neenah WI 54956 Trustrr 5.00 0 0 0 NONE NONE 1837039 90423 0 1927462 0 0 1927462 28912 1898550 94928 94928 3248 1100 4348 90580 0 90580 0 90580 86829 0 0 0 0 86829 0 86829 90580 0 0 0 0 0 0 2758 2758 86829 0 0 0 86829 0 2758 2758 0 0 0 0 0 993 0 0 0 0 0 0 0 0 John Schoen none john doe 3552 Dekalb Ln Neenah WI 54956 9202847482 lmootz@new.rr.com A written request or website submission is required. This includes name, address, purpose of request and must be a 501(c)3.organization. May 31, 2020 None in 2020 Two by Two Character Development 470 W 4th St Dubuque IA 52001 No Relationship PC help pay for printer 1000 Compass to Care 900 Jackson St Dubuque IA 52001 No Relationship PC Breakfast benefit sponsorship helping children with cancer 1000 Hills and Dales 1011 Davis St Dubuque IA 52001 No Relationship PC replace section of broken sprinkler system for fire safety 3000 ASNEW 209 S Huron St DePere WI 54115 No Relationship PC Help families with children with Autism pay for therapies 1000 Dubuque Museum of Art 701 Locust St Dubuque IA 52001 No Relationship PC Portraits of the Pandemic exhibit 1000 Dubuque Symphony Orchestra 2728 Asbury Rd Suite 900 Dubuque IA 52001 No Relationship PC Adopt a Musician, granting scholarships to musicians in need. 1000 Camp Albrecht Acres 14837 Sherrill Rd Dubuque IA 520730050 No Relationship PC Cube van replacement 2500 Boys and Girls Club of Oshkosh 501 E Parkway Ave Oshkosh WI 54901 No Relationship PC Basic needs for members in Winnebago Co. 1000 Sisters of the Presentation 2360 Carter Rd Dubuque IA 52001 No Relationship PC Prayers by the sisters for family members who have passed away. 1000 The Center for Childhood Safety 2827 Ramada Way Ashwaubenon WI 54304 No Relationship PC Childhood Passenger safety program 500 Dubuque VNA 1454 Iowa St Dubuque IA 520040359 No Relationship PC Expand Representative Payee Program 2000 Clothing Across America Inc P O Neenah WI 54957 No Relationship PC Help with cost of shipping items to those most in need 1000 Hospice of Dubuque 1670 JFK Road Dubuque IA 52002 No Relationship PC Comfort care at end of life 5200 Make A Wish Foundation of Iowa 3009 100th St Urbandale IA 50322 No Relationship PC Golf for wishes - sponsor a wish 5000 Lourdes Academy of Oshkosh 110 N Sawyer St Oshkosh WI 54902 No Relationship PC Flex farm 3995 Feeding America 2911 W Evergreen Dr Appleton WI 54913 No Relationship PC COVID-19 rapid response plan 2000 Foundation for the Dubuque Public S 700 Locust St Suite 195 Dubuque IA 52001 No Relationship POF sensory path for students 3000 DuRide 2728 Asbury Rd Suite 330 Dubuque IA 52001 No Relationship PC Surviving after a pandemic, offering free rides to those most in need 2000 Father Carrs Place To B 1062 N Koeller St Oshkosh WI 54902 No Relationship PC Bridge walk raising funds for homeless people 1000 The Gathering Place 1001 Cherry Place Green Bay WI 54301 No Relationship PC Funds for printing and postage of newsletter 1000 Society of St Vincent de Paul 4990 Radford Ct Dubuque IA 52002 No Relationship PC Food assistance during a pandemic 2000 MercyOne Dubuque Foundation 250 Mercy Dr Dubuque IA 52001 No Relationship EOF Cancer Center exam room 10000 St Patrick's Catholic Church 104 1st St SE Epworth IA 52045 No Relationship PC Friday meals for low income individuals 1000 Good Fight Community Center 508 Jay St Suite 101 La Crosse WI 54601 No Relationship PC Help at risk youth in La Crosse 2000 Miracle League of Dubuque 1200 Cortez Dr Dubuque IA 52001 No Relationship PC All inclusive park, quiet, sensory room for individuals with special needs 16000 River Bend Foodbank 4010 Kimmel Dr Davenport IA 52802 No Relationship PC Hunger relief for people in need in Dubuque, IA 2500 St Mark Youth Enrichment 1201 Locust St Dubuque IA 52001 No Relationship PC Out of school time programs for youth in need 3000 Junior Achievement Heartand 900 Jackson St LL5-2F Dubuque IA 52001 No Relationship PC JA Tri-State initiative program 1000 Mount Pleasant Home 1695 Mr Pleasant St Dubuque IA 52001 No Relationship PC Replace walk in cooler 3000 Northeast Iowa School of Music 2728 Asbury Rd Suite 200 Dubuque IA 52001 No Relationship PC Scholarships for students in need 2000 Unbound P O Box 410036 Kansas City MO 641799879 No Relationship PC sponsor 2 children in the Dominican Republic and 1 child in Asia 1596 83291 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false X X 1 John Schoen 1225 Hiawatha East Dubuque IL 610250125 24153 X 1 183 shares of Apple Inc (AAPL) 24153 2020-12-23 Alps Clean Energy ETF 2020-04 Donations 2020-12 2679 1044 0 0 CIBS Atlas Disciplined Equity AWEIX 2019-11 Donations 2020-07 44 42 0 0 Laudus Inter Marketmasters FD SWMIX 2019-12 Purchase 2020-07 2357 2506 0 0 Laudus Inter Marketmasters Fd SWMIX 2020-07 Purchase 2020-07 119928 123602 0 0 CIBS Atlas Disciplined Fd AWEIX 2019-11 Donations 2020-07 2091 856 0 0 Conoco Phillips COP 2010-09 Purchase 2020-07 10900 11621 0 0 ISHARES TR SCAPETF IJR 2011-12 Donations 2020-09 50057 15785 0 0 ISHARES RUSSELL 2000 GRTH IWO 2009-08 Purchase 2020-09 60093 16309 0 0 ISHARES S&P Mid-Cap 400 IJK 2010-09 Donations 2020-11 72121 23948 0 0 Mondelez Intl MDLZ 2008-12 Donations 2020-07 67615 8019 0 0 Schwab Intl SCAP ETR SCHC 2010-09 Purchase 2020-11 32811 29948 0 0 Investments Corporate Stocks -Attachment 949081 2039956 Office Supplies 131 131 131 131 Website 308 308 308 308 Telephone 720 720 720 720 Bank Fees 50 50 50 50 Postage 3 3 3 3 ASF Exponent Philanthrophy 765 765 765 765 Foreign Tax Paid 461 461 461 461 US Treasury 2019 Tax 1100 1100 1100 1100