2025-11-15T08:09:38-08:00 2024-12-31 200608769 Werle Associates PL 11255 NW 11th Court Coral Springs FL 33071 990PF 2024-01-01 650379356 Schoen Foundation SCHO 2396318509 999 Vanderbilt Beach Road Naples FL 34108 Karen A Sutton Treasurer 2396318509 2025-11-09 true James B Werle P01341665 9542347986 2025-11-15 2024 2025-03-06 01:10:19Z X 446528677 X 423199607 7713 7713 2759558 2759558 2887142 53338945 2887142 0 82528 82528 428936548 5736941 900000 505967 394033 149091 83817 65274 81463 45797 35666 51356 41085 10271 25530 15318 10212 0 195041 175181 19860 3000 3000 149397 89638 59759 200456 74740 125718 1755334 1034543 720793 74109794 74109794 75865128 1034543 74830587 353071420 4702398 482604 302263 302263 0 0 58149523 411709134 446189162 0 0 37780 12280 28500 25500 25500 145754 11752 11752 58806381 412048649 446528677 0 0 0 0 0 X 58806381 412048649 58806381 412048649 58806381 412048649 58806381 353071420 1878045 413755846 1707197 412048649 Schedule Attached D 2020-07-01 2024-07-01 53338945 0 50451803 2887142 0 0 0 2887142 2887142 65363 0 65363 0 65363 116425 0 116425 -116425 51062 51062 false false false false true false false true true FL true false true 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 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 577500 42609 0 Alan Hilfiker 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Trustee 1.00 10000 0 0 Jim Werle 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Trustee 1.00 10000 0 0 Jodi Bailey 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Executive Director 40.00 322500 29127 0 Kelsey Sutton 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 Trustee/Employee 40.00 149091 9726 0 William Walker Pollard 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 0 3.00 0 0 0 Sharon Ainsley Sutton 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 0 3.00 0 0 0 Jessica K Pollard 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 0 3.00 0 0 0 NONE 0 NONE 0 Charitable activities are limited to the support of other 501(c)(3) Non-Private Foundation entities. In 2024 the Organization provided such assistance to 76 charities. (See Attached Sch.) 74109794 None 0 None 0 0 256876262 5991923 38752 262906937 0 262906937 3943604 258963333 12948167 12948167 65363 65363 12882804 12882804 12882804 74830587 0 74830587 12882804 0 2329373 606016 1817132 2572053 7324574 74830587 0 12882804 61947783 69272357 0 0 0 0 0 69272357 2329373 606016 1817132 2572053 61947783 William Schoen -deceased Individual Sharon Schoen None Jodi Bailey 999 Vanderbilt Beach Road Suite 500 Naples FL 34108 2396318509 Soliciting charities will need to be preapproved by the Foundation based on their compatibilty with the missions of the Schoen Foundation (see below). Once preapproved, they must submit their grant request electronically, using the Foundations application program which includes historical information, disclosure of mission statements, compatibility with the Foundations four mission focuses,financial statements, demonstration of needs for the requested grant, overall fund raising efforts, impact of the expenditure of the requested grant on the organization and those that it serves, and other operating and fundraising activities. Submission of requests to apply must be made by April 1st for certain educational endownment request Limited to organizations that are educational institutions, Christian religious and humanitarian organizations and those providing assistance to veterans or the homeless. Grants for operating expenses will generally be limited to 10% or less of the operating costs of the requesting charity. Grants for capital gains may not be subject to this 10% limitation. See Schedule Attached See Schedule Attached See Schedule Attached FL 34108 Public Charitable 74109794 74109794 523000 0 14 7713 523000 0 14 2759558 523000 0 14 82528 523000 0 19 2887142 0 5736941 5736941 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 Naples FL 34108 423199607 X X 1 Publicly Traded Stocks and ETFs 377831447 2024-07-15 1 Publicly Traded Stocks 28468241 2024-12-19 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 1500 SL 10.000000000000 3000 See Attached Schedule Purchased Public Stock Market Transactions 16093097 10813293 5279804 See Attached Schedule Donated Public Stock Market Transactions 37245848 39638510 -2392662 Assets Held in Charles Schwab Investment Portfolio 411709134 446189162 Computers, Office Furniture & Equipment 37780 12280 25500 Software Costs 8100 1620 1620 Security Deposit 10132 10132 10132 Income Due from CRUT 127522 0 0 Negative Appreciation on Stock Used To Fund Grants 1707197 Postage/FedEx 14240 5696 8544 Bank Fees 450 450 Program Expenses 23401 23401 Payroll Fees 2718 1528 1190 Insurance 47389 23695 23695 Dues & Subscriptions 13817 6909 6909 Annual Meeting Exp 39991 7998 31993 Office Supplies 26622 13311 13311 Computer & IT Expenses 5348 3209 2139 Amortization 6480 1944 4536 Trustee Fees 20000 10000 10000 Misc. Inc 82528 82528 Book/Tax Differences in Sales of Stock 1878045 Payroll Taxes 45362 25502 19860 Federal Audit Tax 128000 128000 Foreign Taxes 21679 21679