PATRICIA AND RONALD SCHARDT FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: PATRICIA AND RONALD SCHARDT FOUNDATION (EIN 46-4376765)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-06-14
IRS object ID: 202121659349100232
Schema version: 2020v4.1
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
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-06-14T16:23:26-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Willnerd & Associates LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3200 Pine Lake Road Suite A	AddressLine1Txt
City	Lincoln	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	68516	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464376765	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PATRICIA AND RONALD SCHARDT FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% WILLNERD & ASSOCIATES LLC	InCareOfNm
Business Name Control	PATR	BusinessNameControlTxt
Phone	4023657617	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 608	AddressLine1Txt
City	DESHLER	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	683400608	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Patricia Schardt	PersonNm
Person Title	President	PersonTitleTxt
Phone	4023657617	PhoneNum
Signature	2021-06-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Patricia	PersonFirstNm
Person Last	Schardt	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Milton A Willnerd	PreparerPersonNm
PTIN	P00862414	PTIN
Phone	4024211811	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	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	$972,047	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	$52,785	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$19,902	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$19,902	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$41,673	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$402,909	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$41,673	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$114,360	TotalRevAndExpnssAmt
Total Net Invst Incm	$61,575	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$1,900	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	$5,585	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,585	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$173	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$173	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$253	TravConfMeetingRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$7,911	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,758	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$52,911	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,758	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$45,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$61,449	ExcessRevenueOverExpensesAmt
Net Investment Income	$55,817	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$22,048	CashBOYAmt
Cash EOY	$34,722	CashEOYAmt
Cash EOYFMV	$34,722	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$114,544	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$131,908	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$131,908	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$571,726	CorporateStockBOYAmt
Corporate Stock EOY	$601,150	CorporateStockEOYAmt
Corporate Stock EOYFMV	$805,417	CorporateStockEOYFMVAmt
Total Assets BOY	$708,318	TotalAssetsBOYAmt
Total Assets EOY	$767,780	TotalAssetsEOYAmt
Total Assets EOYFMV	$972,047	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$708,318	CapitalStockBOYAmt
Capital Stock EOY	$767,780	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$708,318	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$767,780	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$708,318	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$767,780	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$708,318	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$61,449	ExcessRevenueOverExpensesAmt
Subtotal	$769,767	SubtotalAmt
Other Decreases	$1,987	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$767,780	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBATCO 47415 - ST COVERED	P	2020-01-01	2020-06-30	$145,001	$132,154	$12,847	$12,847
UBATCO 47415 - LT COVERED	P	2018-01-01	2020-12-31	$257,908	$229,082	$28,826	$28,826

Field	Value	IRS element (for citing)
Capital Gain Net Income	$41,673	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$776	InvestmentIncomeExciseTaxAmt
Subtotal	$776	SubtotalAmt
Tax Based On Investment Income	$776	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$2	EsPenaltyAmt
Tax Due	$778	TaxDueAmt

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
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	NE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	WILLNERD & ASSOCIATES LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4024211811	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3200 PINE LAKE RD STE A	AddressLine1Txt
City	LINCOLN	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	68516	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (4 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
PATRICIA SCHARDT
PO BOX 608	DESHLER	NE	683400608	PRESIDENT/SECRETARY/TREASURER	1.0	$0	$0	$0
Stephanie Schardt
PO Box 970	Elkhorn	NE	68022	Director	1.0	$0	$0	$0
Melinda Marquart
2120 E Nobes Rd	York	NE	68467	Director	1.0	$0	$0	$0
Melissa Knight
608 S 9th Street	Geneva	NE	68361	Director	1.0	$0	$0	$0

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	$764,540	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$115,060	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$879,600	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$879,600	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,194	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$866,406	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$43,320	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$43,320	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$776	TaxBasedOnInvestmentIncomeAmt
Total Tax	$776	TotalTaxAmt
Distributable Before Adj	$42,544	DistributableBeforeAdjAmt
Distributable Before Ded	$42,544	DistributableBeforeDedAmt
Distributable As Adjusted	$42,544	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$45,000	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	$45,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$45,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$42,544	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,200	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,200	TotalExcessDistributionCyovAmt
Qualifying Distributions	$45,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$42,544	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,456	RemainingDistriFromCorpusAmt
Total Corpus	$3,656	TotalCorpusAmt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$3,656	ExcessDistriCyovToNextYrAmt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$1,200	ExcessFromYear1Amt
Excess From Current Year	$2,456	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PATRICIA SCHARDT WAS RESPONSIBLE FO	ContributingManagerNm
Contributing Manager	CONTRIBUTION DURING 2020 DIRECTLY F	ContributingManagerNm
Contributing Manager	ACCOUNT	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	PATRICIA RONALD SCHARDT FDTN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 608	AddressLine1Txt
City	DESHLER	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	683400608	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4023657617	RecipientPhoneNum
Form And Info And Materials	A grant application should be submitted in writing and include all requested information. Organizations should submit two copies of the completed application. Following initial review by the foundation, more detailed information about your organization may be requested.	FormAndInfoAndMaterialsTxt
Submission Deadlines	Grant requests must be received by February 15th for consideration in March and by August 15th for c	SubmissionDeadlinesTxt
Restrictions On Awards	An organization may not submit more than one grant application in a calendar year.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Guillain-Barre Foundation
The Holly Bldg - 104 1/2 Forrest Av	Narberth	PA	19072	Qualified Charitable Organization	PC	General Support	$5,000
Alliance Defending Freedom
15100 N 90th St	Scottsdale	AZ	85260	Qualified Charitable Organization	PC	General Support	$15,000
Thayer County Museum
110 9th St	Belvidere	NE	68315	Qualified Charitable Organization	PC	General Support	$2,000
St Peter Lutheran Church
PO Box 69	Deshler	NE	68340	Qualified Charitable Organization	PC	General Support	$2,000
Arts Council of Thayer County
PO Box 29	Hebron	NE	68370	Qualified Charitable Organization	PC	General Support	$2,000
Nebraska Family Alliance
1106 E St 3	Lincoln	NE	68508	Qualified Charitable Organization	PC	General Support	$5,000
Living Water Rescue Mission
701 S Lincoln Ave	York	NE	68467	Qualified Charitable Organization	PC	General Support	$5,000
Assure Women's Center
6510 Sorensen Parkway	Omaha	NE	68152	Qualified Charitable Organization	PC	General Support	$6,000
India Transformed
PO Box 22420	Denver	CO	80222	Qualified Charitable Organization	GOV	General Support	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,902	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$41,673	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$61,575	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$61,575	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	Person ContributionPersonContributionInd
Patricia Schardt
1	PO BOX 608	DESHLER	NE	683400608	$37,785	Yes (X)
Jennifer Reinke
2	c/o First NE Trust Co PO Box 81667	Lincoln	NE	68501	$15,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,900	Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCK & MUTUAL FUND PORTFOLIO	StockNm
EOY Book Value	$601,150	EOYBookValueAmt
EOYFMV	$805,417	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NET ASSET ADJUSTMENT	Desc
Amt	$1,987	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$5,585	Amt
Net Investment Income	$5,585	NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	Patricia Schardt	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 608	AddressLine1Txt
City	DESHLER	CityNm
State Abbreviation	NE	StateAbbreviationCd
ZIP	683400608	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES PAID	CategoryTxt
Amt	$173	Amt
Net Investment Income	$173	NetInvestmentIncomeAmt

PATRICIA AND RONALD SCHARDT FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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