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PATRICIA AND RONALD SCHARDT FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PATRICIA AND RONALD SCHARDT FOUNDATION (EIN 46-4376765)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201521339349102762
Schema version
2014v5.0
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)
Return2015-05-13T15:39:41-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Address Line2SuiteAddressLine2Txt
CityDESHLERCityNm
State AbbreviationNEStateAbbreviationCd
ZIP683400608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA SCHARDTPersonNm
Person TitlePresidentPersonTitleTxt
Phone4023657617PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMilton A WillnerdPreparerPersonNm
PTINP00862414PTIN
Phone4023657617PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$509,192FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$313,783ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,026DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,026DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,468GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$39NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$318,848TotalRevAndExpnssAmt
Total Net Invst Incm$5,065TotalNetInvstIncmAmt
Total Adj Net Incm$39TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$4,620LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,172OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,172OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,722TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,172TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,320ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,320ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,042TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,172TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,320TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$303,806ExcessRevenueOverExpensesAmt
Net Investment Income$3,893NetInvestmentIncomeAmt
Adjusted Net Income$39AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200,000CashBOYAmt
Cash EOY$19,733CashEOYAmt
Cash EOYFMV$19,733CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$405,380CorporateStockEOYAmt
Corporate Stock EOYFMV$489,459CorporateStockEOYFMVAmt
Total Assets BOY$200,000TotalAssetsBOYAmt
Total Assets EOY$425,113TotalAssetsEOYAmt
Total Assets EOYFMV$509,192TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$200,000CapitalStockBOYAmt
Capital Stock EOY$425,113CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$200,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$425,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$200,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$425,113TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$200,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$303,806ExcessRevenueOverExpensesAmt
Subtotal$503,806SubtotalAmt
Other Decreases$78,693OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$425,113TotNetAstOrFundBalancesEOYAmt

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
15,000 FHLB 4.25% DUE 3/9/18P2014-01-092014-11-21$16,381$16,294$87$87
16 SHS CALIFORNIA RESOURCES CORPP2014-03-112014-12-26$87$135-$48-$48
FieldValueIRS element (for citing)
Capital Gain Net Income$39CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$39NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,080NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$234,068NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$39NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,320QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Subtotal$39SubtotalAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$39TaxDueAmt

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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA SCHARDT
PO BOX 608DESHLERNE683400608PRESIDENT & SECRETARY1.5$0$0$0
RONALD SCHARDT
PO BOX 608DESHLERNE683400608VICE PRESIDENT & TREASURER1.5$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$150,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,213AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$237,632TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$237,632AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,564CashDeemedCharitableAmt
Net Vl Noncharitable Assets$234,068NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$11,664DistributableBeforeAdjAmt
Distributable Before Ded$11,664DistributableBeforeDedAmt
Distributable As Adjusted$11,664DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,320ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$6,320QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$39PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,281AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,664DistributableAsAdjustedAmt
Undistributed Income PY$1UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,320QualifyingDistributionsAmt
Applied To Year1$1AppliedToYear1Amt
Applied To Current Year$6,319AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$5,345UndistributedIncomeCYAmt
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 ManagerRONALD PATRICIA SCHARDT WERE RESPContributingManagerNm

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Relay For Life
Deshler High SchoolDeshlerNE68340Qualified Charitable OrganizationPCGeneral Support$500
Deshler Community Fund - Nebraska Comm Foundation
3833 S 14th StreetLincolnNE68501Qualified Charitable OrganizationPCGeneral Support$2,000
Epworth Village Foundation
2119 Division AvenueYorkNE68467Qualified Charitable OrganizationPCGeneral Support$1,820
Deshler Lions Club
211 Crestview DriveDeshlerNE68340Qualified Charitable OrganizationPCGeneral Support$500
Deshler Lutheran School Association
PO Box 340DeshlerNE68340Educational FacilityGOVGeneral Support$500
Guillain-Barre Foundation
The Holly Bldg - 104 1/2 Forrest AvNarberthPA19072Qualified Charitable OrganizationPCGeneral Support$500
Deshler City Rescue Unit
Main StreetDeshlerNE68340Qualified Charitable OrganizationGOVGeneral Support$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,320TotalGrantOrContriPdDurYrAmt

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$5,026ExclusionAmt
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$39ExclusionAmt
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$5,065ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,065TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Patricia Schardt
1PO BOX 608DESHLERNE683400608$299,783Yes (X)Yes (X)
RONALD PATRICIA SCHARDT
2PO BOX 608DESHLERNE68340$14,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVarious stocks and mututal fundsNoncashPropertyDesc
Fair Market Value$299,783FairMarketValueAmt
Received2014-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,930Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK & MUTUAL FUND PORTFOLIOStockNm
EOY Book Value$405,380EOYBookValueAmt
EOYFMV$489,459EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,620LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET ASSET ADJSMT - (FMV > COST OF GIFTS)Desc
Amt$78,693Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,172Amt
Net Investment Income$1,172NetInvestmentIncomeAmt

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