2023-05-02T19:36:59-07:00 2022-12-31 200608769 Werle Associates PL 11255 NW 11th Court Coral Springs FL 33071 990PF 2022-01-01 650379356 Schoen Foundation SCHO 2395941404 5801 Pelican Bay Blvd Naples FL 34108 William J Schoen President 2395941404 2023-05-02 William Schoen XXX-XX-XXXX true James B Werle P01341665 9542347986 2023-05-02 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 40984097 X X 1337388 1337388 120233 120233 1822 1822 1459443 1459443 303190 137879 165311 0 27500 16500 11000 0 53276 44997 8279 0 69267 41560 27707 9739 7791 1948 31631 17681 13950 494603 266408 228195 3803500 3803500 4298103 266408 4031695 -2838660 1193035 698295 1490854 1490854 0 0 31284706 27659485 39491243 0 0 22586 22586 0 0 500 7500 1500 1500 31990501 29151839 40984097 0 0 0 0 0 X 31990501 29151839 31990501 29151839 31990501 29151839 31990501 -2838660 29151841 2 29151839 Common Stock and Investments P 2021-04-30 2022-10-31 3745455 0 3625222 120233 0 0 0 120233 120233 16583 0 16583 0 16583 18962 18962 -18962 2379 2379 false false false false false false false true true FL true false false false false true N/A Jodi Bailey 2395941404 5801 Pelican Bay Blvd Ste 502 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 5801 Pelican Bay Suite 502 Naples FL 34108 Chairman 30.00 0 0 0 Sharon A Schoen 5801 Pelican Bay Suite 502 Naples FL 34108 President/Trustee 5.00 0 0 0 Kathryn L Schoen 5801 Pelican Bay Suite 502 Naples FL 34108 VP/Trustee 4.00 0 0 0 William J Schoen Jr 5801 Pelican Bay Suite 502 Naples FL 34108 VP/Trustee 1.00 0 0 0 Kristine L Pollard 5801 Pelican Bay Suite 502 Naples FL 34108 Secr/Trustee 4.00 0 0 0 Karen ASutton 5801 Pelican Bay Suite 502 Naples FL 34108 Treas/Trustee 35.00 112875 0 0 Alan Hilfiker 5801 Pelican Bay Suite 502 Naples FL 34108 Trustee 1.00 2000 0 0 Jim Werle 5801 Pelican Bay Suite 502 Naples FL 34108 Trustee 1.00 2000 0 0 Jodi Bailey 5801 Pelican Bay Suite 502 Naples FL 34108 Executive Director 40.00 190315 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 47 charities. (See Attached Exh.) 3803500 None 0 None 0 0 42629041 2668424 5000 45302465 0 45302465 679537 44622928 2231146 2231146 16583 16583 2214563 2214563 2214563 4031695 0 4031695 2214563 1140012 381143 0 2329373 606016 4456544 4031695 0 2214563 1817132 6273676 0 0 0 0 1140012 5133664 381143 0 2329373 606016 1817132 William Schoen Sharon Schoen None Jodi Bailey 5801 Pelican Bay Blvd Suite 502 Naples FL 34108 2395941404 Request Packages Available August 31 Limited to organizations that are educational institutions, religious & humanitarian organizations and those providing assistance to veterans and the homeless. See Schedule Attached See Schedule Attached See Schedule Attached FL 34108 Public Charitable 3803500 3803500 523000 0 14 1337388 523000 0 19 120233 0 1457621 1457621 4 All items of income are for providing funds to be distributed to 3,8,11 other 501(c)(3) organizations. false false false false false false false false false false 2000 Furniture 2000-01-31 3981 3981 200DB 7.000000000000 0 2000 - Office Furn. 2000-04-24 4586 4586 200DB 7.000000000000 0 2001 Computer Equipment 2001-11-19 1372 1372 200DB 5.000000000000 0 2001 Office Equip. 2001-08-17 4867 4867 200DB 5.000000000000 0 Assets Held in Charles Schwab Investment Portfolio 27659485 39491243 Computers, Office Furniture & Equipment 20708 20708 0 Computer (Purchased in 2017) 1878 1878 0 Software Costs 7500 1500 1500 Rounding 2 Postage/FedEx 3833 1916 1917 Dues & Subscriptions 12631 6316 6315 Director's Fees 4000 1333 2667 401K Plan Maintenance Costs 1035 650 385 Insurance 1132 566 566 Bank & Portfolio Expense 3000 1500 1500 Amortization 6000 5400 600 Misc. Income 1822 1822 Payroll Taxes 22238 13959 8279 Foreign Income Tax 19038 19038 Federal Audit Tax 12000 12000