BETA

PATRICIA AND RONALD SCHARDT FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PATRICIA AND RONALD SCHARDT FOUNDATION (EIN 46-4376765)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201721329349101902
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T11:50:20-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Willnerd & Associates LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13200 Pine Lake Road Suite AAddressLine1Txt
CityLincolnCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68516ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464376765EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA AND RONALD SCHARDT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLNERD & ASSOCIATES LLCInCareOfNm
Business Name ControlPATRBusinessNameControlTxt
Phone4023657617PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 608AddressLine1Txt
CityDESHLERCityNm
State AbbreviationNEStateAbbreviationCd
ZIP683400608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA SCHARDTPersonNm
Person TitlePresidentPersonTitleTxt
Phone4023657617PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMilton A WillnerdPreparerPersonNm
PTINP00862414PTIN
Phone4024211811PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.106.8.202IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id47043920171325000001FederalOriginalSubmissionId
Federal Original Submission Id2017-05-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCB92F2FA211F991B5064E80229E32E3D193CF339AtSubmissionCreationDeviceId
At Submission Filing Device IdCB92F2FA211F991B5064E80229E32E3D193CF339AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$710,377FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,550DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$365,253GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,978CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$435NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$74,528TotalRevAndExpnssAmt
Total Net Invst Incm$60,528TotalNetInvstIncmAmt
Total Adj Net Incm$435TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$78LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,840AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,602OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,602OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$315TaxesRevAndExpnssAmt
Taxes Net Invst Incm$315TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,880TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,917TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,589ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,589ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,469TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,917TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$35,589TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,059ExcessRevenueOverExpensesAmt
Net Investment Income$55,611NetInvestmentIncomeAmt
Adjusted Net Income$435AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,003CashBOYAmt
Cash EOY$23,194CashEOYAmt
Cash EOYFMV$23,194CashEOYFMVAmt
Sav And Temp Cash Invst EOY$7,334SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,334SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$619,087CorporateStockBOYAmt
Corporate Stock EOY$628,021CorporateStockEOYAmt
Corporate Stock EOYFMV$679,849CorporateStockEOYFMVAmt
Total Assets BOY$630,090TotalAssetsBOYAmt
Total Assets EOY$658,549TotalAssetsEOYAmt
Total Assets EOYFMV$710,377TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$630,090CapitalStockBOYAmt
Capital Stock EOY$658,549CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$630,090TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$658,549TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$630,090TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$658,549TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$630,090TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,059ExcessRevenueOverExpensesAmt
Subtotal$662,149SubtotalAmt
Other Decreases$3,600OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$658,549TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCH D - STMT #1 - SHORT TERMP2016-01-012016-06-30$144,996$144,561$435$435
SCH D - STMT #1 - LONG TERMP2010-01-012016-06-30$220,257$179,714$40,543$40,543
FieldValueIRS element (for citing)
Capital Gain Net Income$40,978CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$435NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,505AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$520,966NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048957DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,281AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$234,068NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026834DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,080NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Total Distribution0.075791TotalDistributionRt
Average Distribution0.025264AverageDistributionRt
Net Vl Noncharitable Assets$691,342NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,466AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$556NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,022AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,589QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$556InvestmentIncomeExciseTaxAmt
Subtotal$556SubtotalAmt
Tax Based On Investment Income$556TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Tax Due$565TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLNERD & ASSOCIATES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4024211811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13200 PINE LAKE RD STE AAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68516ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA SCHARDT
PO BOX 608DESHLERNE683400608PRESIDENT/SECRETARY/TREASURER2.0$0$0$0
Stephanie Schardt
PO Box 970ElkhornNE68022Director1.0$0$0$0
Melinda Marquart
2120 E Nobes RdYorkNE68467Director1.0$0$0$0
Melissa Knight
608 S 9th StreetGenevaNE68361Director1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$671,423AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,447AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$701,870TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$701,870AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,528CashDeemedCharitableAmt
Net Vl Noncharitable Assets$691,342NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,567MinimumInvestmentReturnAmt
Tax Based On Investment Income$556TaxBasedOnInvestmentIncomeAmt
Total Tax$556TotalTaxAmt
Distributable Before Adj$34,011DistributableBeforeAdjAmt
Distributable Before Ded$34,011DistributableBeforeDedAmt
Distributable As Adjusted$34,011DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,589ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$35,589QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$556PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,033AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,011DistributableAsAdjustedAmt
Undistributed Income PY$5,258UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$35,589QualifyingDistributionsAmt
Applied To Year1$5,258AppliedToYear1Amt
Applied To Current Year$30,331AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$3,680UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPATRICIA SCHARDT WAS RESPONSIBLE FOContributingManagerNm
Contributing ManagerCONTRIBUTIONSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA RONALD SCHARDT FDTNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 608AddressLine1Txt
CityDESHLERCityNm
State AbbreviationNEStateAbbreviationCd
ZIP683400608ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4023657617RecipientPhoneNum
Form And Info And MaterialsA 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 DeadlinesGRANT REQUESTS MUST BE RECEIVED BY FEBRUARY 15TH FOR CONSIDERATION IN MARCH AND BY AUGUST 15TH FOR CSubmissionDeadlinesTxt
Restrictions On AwardsAN ORGANIZATION MAY NOT SUBMIT MORE THAN ONE GRANT APPLICATION IN ANY CALENDAR YEAR.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Relay For Life
Deshler High SchoolDeshlerNE68340Qualified Charitable OrganizationPCGeneral Support$500
Epworth Village Foundation
2119 Division AvenueYorkNE68467Qualified Charitable OrganizationPCGeneral Support$5,000
Guillain-Barre Foundation
The Holly Bldg - 104 1/2 Forrest AvNarberthPA19072Qualified Charitable OrganizationPCGeneral Support$5,000
Meadowlark Heights Foundation
PO Box 667DeshlerNE68340Qualified Charitable OrganizationPCGeneral Support$2,500
Alliance Defending Freedom
15100 N 90th StScottsdaleAZ85260Qualified Charitable OrganizationPCGeneral Support$10,000
Hope Pregnancy Center
1109 Washington StSuperiorNE68978Qualified Charitable OrganizationPCGeneral support$2,500
Bruning Community Foundation
PO Box 100BruningNE68322Qualified Charitable OrganizationPCGeneral Support$1,500
Deshler Public Library Foundation
PO Box 520DeshlerNE68340Qualified Charitable OrganizationPCGeneral Support$3,500310 E Pearl Street
St Peter Lutheran Church
PO Box 69DeshlerNE68340Qualified Charitable OrganizationPCGeneral Support$5,000
Madonna Rehabilitation Hospital Foundation
5401 South StreetLincolnNE68506Qualified Charitable OrganizationPCGeneral Support$89
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,589TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,550ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,978ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$60,528ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,528TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPatricia SchardtContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 608AddressLine1Txt
CityDESHLERCityNm
State AbbreviationNEStateAbbreviationCd
ZIP683400608ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,840Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK & MUTUAL FUND PORTFOLIOStockNm
EOY Book Value$628,021EOYBookValueAmt
EOYFMV$679,849EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$78LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET ASSET ADJUSTMT (FMV > COST OF GIFTS)Desc
Amt$3,600Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$4,602Amt
Net Investment Income$4,602NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$315Amt
Net Investment Income$315NetInvestmentIncomeAmt

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