2024-07-17T11:46:49-07:00 2023-12-31 200608769 Werle Associates PL 11255 NW 11th Court Coral Springs FL 33071 990PF 2023-01-01 650379356 Schoen Foundation SCHO 2396318509 999 Vanderbilt Beach Road Naples FL 34108 Karen A Sutton Treasurer 2396318509 2024-05-13 true Karen Sutton XXX-XX-XXXX true James B Werle P01341665 9542347986 2024-07-17 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X X 45331187 X 1269353 2676 2676 1342667 1342667 619286 2882105 619286 0 69258 69258 3303240 2033887 341000 176894 164106 28340 5668 22672 21000 12600 8400 0 35032 22985 12047 1500 875 375 83983 58788 25195 3825 1913 1912 58823 30960 27863 573503 310683 375 262195 4458700 4458700 5032203 310683 375 4720895 -1728963 1723204 0 1490854 482604 482604 0 0 27659485 26766018 44674329 0 0 37780 9280 28500 28500 1500 145754 145754 29151839 27422876 45331187 0 0 0 0 0 X 29151839 27422876 29151839 27422876 29151839 27422876 29151839 -1728963 27422876 27422876 Altria P 2014-08-08 2023-11-06 811215 0 929928 -118713 0 0 0 -118713 Ishares Core S&P P 2016-11-16 2023-11-06 1286443 0 901733 384710 0 0 0 384710 Ishares S&P 500 P 2014-03-25 2023-11-06 784447 0 431158 353289 0 0 0 353289 619286 23953 0 23953 0 23953 15379 25000 40379 -40379 X 1 16425 16425 false false false false false false false true true FL true false false false false true N/A Jodi Bailey 2396318509 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 false false false false true false false false false false false false false false false false false false false false false false false William J Schoen Deceased 10282023 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Chairman 25.00 0 0 0 Sharon A Schoen 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 President/Trustee 4.00 0 0 0 Kathryn L Schoen 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 VP/Trustee 4.00 0 0 0 William J Schoen Jr 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 VP/Trustee 3.00 0 0 0 Kristine L Pollard 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Secr/Trustee 4.00 0 0 0 Karen ASutton 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Chairman/Treas/Trustee 40.00 127875 0 0 Alan Hilfiker 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Trustee 1.00 7300 0 0 Jim Werle 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Trustee 1.00 7300 0 0 Jodi Bailey 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Executive Director 40.00 213125 0 0 NONE 0 NONE 0 Charitable activities are limited to the support of other 501(c)(3) Non-Private Foundation entities. In 2021 the Organization provided such assistance to 41 charities. (See Attached Exh.) 4458700 None 0 None 0 0 43753906 363755 0 44117661 0 44117661 661765 43455896 2172795 2172795 23953 23953 2148842 2148842 2148842 4720895 0 4720895 2148842 381143 2329373 606016 1817132 5133664 4720895 0 2148842 2572053 7705717 0 0 0 0 381143 7324574 0 2329373 606016 1817132 2572053 William Schoen Sharon Schoen None Jodi Bailey 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 2396318509 Requests for electric application packages must be submitted by July 1st. Final submission of application must be received electronically by August 31st Limited to organizations that are educational institutions, Christian religious and humanitarian organizations and those providing assistance to veterans or the homeless. See Schedule Attached See Schedule Attached See Schedule Attached FL 34108 Public Charitable 4458700 4458700 523000 0 14 2676 523000 0 14 1342667 523000 0 14 69258 523000 0 19 619286 0 2033887 2033887 3,4,7 All items of income are for providing funds to be distributed to 8 other 501(c)(3) organizations. false false false false false false false false false false X X 1 Estate Of William J Schoen 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 1269353 X 1 American Electric Power Stock Vanguard Information Tech Stock 1269353 2023-11-21 2017 Computer Equipment 2017-12-01 1878 1878 200DB 5.000000000000 0 2016 Computers & Installation 2016-06-15 5902 5902 200DB 5.000000000000 0 2024 Office Furniture 2023-08-01 30000 SL 10.000000000000 1500 875 See Part IV, Line 2 Detail Purchased 2023-11 Public Stock Market Transaction 2882105 2262819 619286 Assets Held in Charles Schwab Investment Portfolio 26766018 44674329 Computers, Office Furniture & Equipment 37780 9280 28500 Software Costs 1500 8100 8100 Security Deposit 0 10132 10132 Income Due from CRUT 0 127522 127522 Postage/FedEx 10781 5390 5391 Dues & Subscriptions 12482 6241 6241 Directors Fees 14600 7300 7300 401K Plan Maintenance Costs 654 339 315 Insurance 1142 571 571 Bank & Portfolio Expense 200 200 Moving Expense 7189 5032 2157 Office Supplies 2462 1231 1231 Computer & IT Expenses 2953 1476 1477 Amortization 6360 3180 3180 Misc. Investment Income 69258 69258 Payroll Taxes 25032 12985 12047 Federal Audit Tax 10000 10000