Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MARVIN AND VIRGINIA SCHMID
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)909 VANNORNAM PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, NE680052564
A Employer identification number

47-0800637
B Telephone number (see instructions)

(402) 397-1999
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$36,667,106J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 772,302 772,302 772,302
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 958,904
b Gross sales price for all assets on line 6a 6,468,250
7 Capital gain net income (from Part IV, line 2)... 958,904
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,731,206 1,731,206 772,302
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 75,000 75,000 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,825 3,825 3,825 0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
18,600 18,600 18,600 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,523 8,523 8,523 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,233 11,233 11,233 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,123 1,123 1,123 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
270,619 270,619 270,619 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 388,923 388,923 388,923 0
25 Contributions, gifts, grants paid....... 1,800,000 1,800,000
26 Total expenses and disbursements. Add lines 24 and 25 2,188,923 388,923 388,923 1,800,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -457,717
b Net investment income (if negative, enter -0-) 1,342,283
c Adjusted net income (if negative, enter -0-)... 383,379
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,910,566 3,687,880 3,687,880
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,767,723 Click to see attachment
List of Attached Documents:
// Content
6,915,033 		11,351,555
c Investments—corporate bonds (attach schedule)....... 4,251,531 Click to see attachment
List of Attached Documents:
// Content
4,280,541 		3,930,079
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,081,858 Click to see attachment
List of Attached Documents:
// Content
12,674,693 		17,697,592
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,011,678 27,558,147 36,667,106
Liabilities 17 Accounts payable and accrued expenses.......... 3,426 3,426
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 3,426 3,426
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 28,008,252 27,554,721
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 28,008,252 27,554,721
30 Total liabilities and net assets/fund balances (see instructions). 28,011,678 27,558,147
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,008,252
2
Enter amount from Part I, line 27a .....................
2
-457,717
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,186
4
Add lines 1, 2, and 3 ..........................
4
27,554,721
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,554,721
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIRST NATIONAL BANK ST-SEE ATTACHED   2023-01-01 2023-12-31
b FIRST NATIONAL BANK LT-SEE ATTACHED   2020-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 162,603   155,964 6,639
b 6,249,762   5,353,382 896,380
c 55,885     55,885
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,639
b       896,380
c       55,885
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 958,904
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 6,639
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 18,658
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,658
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,658
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 22,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 146
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,396
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,396 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARTHA DAVIS Telephone no.right arrow (402) 415-7822

Located atright arrow909 VANNORNAM PLACEBELLEVUENE ZIP+4right arrow68005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAIGE NORTON DIRECTOR
0.00 		5,000 0 0
35 COTTONWOOD DRIVE 35 COTTONWOOD
DRIVE
COLUMBUS,NE68061
MARTHA ROGERS DAVIS DIRECTOR/PRESIDENT
20.00 		50,000 0 0
909 VANNORNAM PLACE 909 VANNORNAM
PLACE
BELLEVUE,NE68005
MICHAEL SULLIVAN DIRECTOR
0.00 		0 0 0
1500 WOODMEN TOWER 1500 WOODMEN
TOWER
OMAHA,NE68112
ERIC SCHMID DIRECTOR
0.00 		5,000 0 0
19225 SW 41ST STREET 19225 SW 41ST
STREET
MIRAMAR,FL33029
MARY SCHMID NORTON DIRECTOR
0.00 		5,000 0 0
35 COTTONWOOD DRIVE 35 COTTONWOOD
DRIVE
COLUMBUS,NE68601
HEIDI WILSON SECRETARY
0.00 		5,000 0 0
PO BOX 2598
SILVERTHORNE,CO80498
BROOKE SMITHBERG TREASURER
0.00 		0 0 0
14010 FNB PARKWAY SUITE 200 14010
FNB PARKWAY SUITE 200
OMAHA,NE68154
CHRIS DAVIS DIRECTOR/VICE PRES
0.00 		5,000 0 0
28851 FONDA RD 28851 FONDA RD
FIRTH,NE68358
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
32,859,925
b
Average of monthly cash balances.......................
1b
2,248,650
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,108,575
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
35,108,575
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
526,629
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,581,946
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,729,097
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,729,097
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
18,658
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,658
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,710,439
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,710,439
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,710,439
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,800,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,800,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,710,439
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,772,385
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,800,000
a Applied to 2022, but not more than line 2a 1,772,385
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 27,615
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,682,824
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508 		    SCHOLARSHIPS/LIBRARY/TECHNOLOGY 1,300,000

COLUMBUS LIBRARY FOUNDATION

2419 14TH ST
COLUMBUS,NE68601 		    LIBRARY 500,000
Total .................................right arrow 3a 1,800,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 772,302  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 958,904  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,731,206 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,731,206
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,523 8,523 8,523 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO FLOATING RATE 209,067 199,218
AT&T INC 22,781 21,755
AGILENT TECHNOLOGIES 30,230 25,838
ALBEMARLE CORP SR 13,620 14,639
ALIGNED DT CEN 30,000 26,887
ALPHABET INC SR NT 28,135 18,560
AMSR TRUST 10,164 9,413
AMER HOMES SER 2014 34,835 32,574
ANGEL OAK MTG TRUST 12,122 11,090
ATALAYA EQUIP LEASING 1,171 1,334
BAMLL COM MTG SEC TR 31,988 26,800
BMW FINANCE 35,000 32,087
BX TR 2021 ARIA 14,962 14,661
BX CM MTG SER 2021 25,000 24,356
BX CM MTG SER 2022 20,145 19,884
BANK AMER CORP 34,226 33,777
BANK 2019 20,023 18,964
BAYLOR SCOTT & WHITE HLDGS 20,000 16,645
BRAVO RESIDENTIAL 8,956 8,830
BURLINGTON NORTHERN SANTA FE 33,508 27,992
CB RICHARD ELLIS SVCS 34,337 29,616
CARS DB SER 2021 13,968 12,444
CD 2018-CD7 MTG TR 19,059 18,003
CF HIPPOLYA ISSUER 45,171 41,562
CASCADE FDG MTG 4,108 3,932
COMM MTG TR SER 2014 2,848 964
CSMC TRUST SER 2017 23,954 19,967
CHUBB CORP BDS 32,723 27,919
CITIGROUP INC SR GLBL NT 33,214 34,267
COMCAST CORP NEW SR NT NCQ2 23,381 19,721
COREVEST AMERN FIN 2020-1 8,908 8,584
COREVEST AMERN FIN 2020-4 21,111 19,551
DLLMT LLC SER 2021 15,174 14,866
DISNEY WALT CO MTNS SR NT 37,013 31,408
DOLLAR GEN CORP NEW SR NT 39,707 32,225
EBAY INC SR GLBL 9,734 9,667
META PLATFORMS 29,625 28,534
FRESH 2019 MTG 17,368 16,408
FRTKL 2021 SINGLE FAM RENTAL 25,000 22,437
FEDERAL NATL MTG ASSN GRD REMIC 27,234 23,932
FEDERAL NATL MTG ASSN GRD REMIC 12,504 10,430
FEDERAL HOME LN MTG CORP MULTICLASS 7,114 1,718
FEDERAL HOME LN MTG CORP MULTICLASS 20,603 18,901
FEDERAL NATL MTG ASSN GTD PASSTHRU 6,114 3,966
FIN OF AMER HECM SER 2021 7,893 7,671
FINANCE OF AMR SER 2021 17,114 16,517
FIRSTKEY HOMES 2020 24,718 23,038
FREDDIE SCRTT SERIE 2020 15,939 12,805
FREDDIE MAC 35,303 30,993
FREDDIE MAC 10,102 8,826
FHLMCT SLSTT SERIES 14,405 12,000
GOLDMAN SACHS MORTGAGE 20,600 18,152
GOLDMAN SACHS GROUP INC SUB NT 19,937 19,668
GOLDMAN SACHS GROUP 32,271 34,337
GOV NATL MTG ASSN 6,920 6,333
HALL CNTY NEB SCH DIST 25,000 20,161
HARMAN INTL INDS 6AH2 15,032 14,760
HOME PART OF AMER SER 2021 22,214 19,316
HUDSON YARD MTG 25,748 22,115
HUNTINGTON INGALLS 30,770 28,361
INTERCONTINENTAL EXCHANGE INC FAH7 35,916 27,466
PALMER SQUARE INC PLUS 264,773 266,213
JPMORGAN CHASE & CO SR NT 42,987 35,565
KEYCORP MEDIUM TERM NTS FR 19,691 18,007
LAVISTA NE ECON DEV 5,000 4,422
LINCOLN NEB ELEC SYS 10,000 7,977
LINCOLN NEB WEST HAYMARKET 4,964 4,364
MFA SER 2020 6,817 6,294
MHC TR 2021 18,301 18,048
MHP COM MORT TR SER 2022 13,611 13,391
MCDONALDS 45,370 32,058
MORGAN STANLEY SR NT 34,443 34,127
MORGAN STANLEY SER 2019 25,749 23,713
MOSAIC CO NEW SR NT 22,369 20,417
NATIONAL RETAIL PPTY 7AL0 29,732 29,108
NAVIENT PRIV EQU 11,018 10,813
NAVIENT PRIVATE SER 2021 13,567 11,556
NELNET STUDENT LN 2021 12,815 11,606
NIKE INC SR GLBL NT 4,894 4,414
NORTH TEXAS AUTH SER 2021 16,489 16,181
OMAHA PUBLIC POWER DIST 101,283 100,147
ORACLE CORP GLBL 35,584 31,891
PACIFICORP 27,428 21,321
PROGRESS RESIDENTIAL 24,892 22,490
QUALCOMM INC FR 33,342 27,437
REGIONS FINL CORP NEW SR GLBL 29,897 25,699
SMB PRIVATE ED LN SER 2016 3,966 3,239
SREIT SER 2021 14,945 14,722
SABEY DATA CENTER 15,000 13,449
SCHWAB CHARLES CORP 3AX3 27,940 24,653
STACK INFRASTRUCTURE SER 2021 15,000 13,670
SUTHERLAND COML MTG 8,726 7,835
TSMC 14,148 12,168
TTX 31,944 27,853
TEXAS ELEC MKT STABILIZATION 9,408 9,086
TOWD PT MTG TR 2017-1 521 465
TRICON 25,679 22,485
TRICON RES TR 19,986 19,014
UBS COMM MTG 10,300 9,391
US BANCORP DEL PERP GLBL 30,161 26,911
UBS COML MTG DAW5 14,561 13,778
US TREASURY BOND 1.750% 7,854 7,300
US TREASURY BOND 3.625% 280,954 248,327
US TREASURY NOTE 2.00% 206,624 151,407
US TREASURY NOTE 1.875% 369,108 365,517
US TREASURY NOTE 2.25% 66,277 66,464
US TREASURY NOTE 1.5% 323,186 322,422
VANTAGE DATA CTR MAC7 30,000 27,738
VERIZON COMMUNICATIONS INC GLBL NT 19,061 15,410
VOLKSWAGEN GROUP 27,437 24,341
WASTE MANAGEMENT 36,711 32,689
WELLS FARGO & CO NEW SR 6RW3 39,618 34,565
XILINX 36,486 30,953
ALBEMARLE CORP SR 10,610 9,309
CAMPBELL SOUP CO SR NT 15,965 17,335
CHASE AUTO OWNER 29,996 30,856
CHASE HOME LENDING 16,893 16,951
DUKE ENERGY 5,039 5,289
FLORIDA PWR & LT CO 14,990 15,024
HONDA AUTO RECEIVABLES 24,996 25,522
LAD AUTO RECEIVABLES 19,999 20,170
PIONEER NAT RES CO 7,967 8,496
RTX CORPORATION 38,381 28,413
TAPESTRY INC SR NT 14,957 15,791
US TREASURY NOTE 3.875% 34,344 34,967

TY 2023 InvestmentsCorpStockSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 29,291 46,242
AMBARELLA INC 68,539 63,251
ACCENTURE PLC CLASS A 38,953 140,715
EATON CORP PLC 69,792 199,640
ICON PLC 27,189 78,977
MEDTRONIC PLC 132,425 130,902
AMGEN INC 87,641 173,388
AMN HEALTHCARE SERVICES 55,406 73,981
AIR PRODS & CHEMS INC 21,965 153,876
ATLANTIC UN BANKSHARES 64,213 66,868
AT&T INC 92,590 55,391
AGREE REALTY 86,961 83,157
BALCHEM CORP 42,303 74,226
BLACKBAUD INC 67,717 93,463
BLACKROCK INC 107,248 241,916
BRISTOL MYERS SQUIBB CO 117,242 89,382
BROADRIDGE FINL SOLUTIONS INC 104,164 240,933
BROWN & BROWN 63,192 66,986
BURLINGTON STORES INC 89,569 128,940
CNX RES CORP 63,554 82,880
CACI INTL INC CL A 59,603 99,425
CARLISLE COS INC 40,574 110,600
CASEY'S GENERAL STORE 49,712 90,939
CHEVRON CORP 65,609 222,099
CISCO SYSTEMS 40,170 106,749
COCA COLA CONSOLIDATES 26,253 96,554
COCA COLA 183,532 231,418
COMCAST CORP 31,431 147,248
CONOCOPHILLIPS 69,275 199,176
CULLEN FROST BANKERS 137,345 181,178
DIODES 54,556 67,315
DORMAN PRODUCTS INC 39,088 55,051
DUKE ENERGY 87,435 114,507
ENERSYS 56,008 82,080
EXLSERVICE HOLDINGS 45,327 74,811
FORTUNE BRANDS HOME & SEC INC 48,984 68,983
FRANKLIN ELEC INC 43,199 81,669
HOME DEPOT 92,752 114,015
ICF INTL INC COM 69,579 109,686
IDACORP 83,714 104,907
JOHNSON & JOHNSON 174,637 232,132
JONES LANG LASALLE INC 62,877 85,747
JP MORGAN CHASE & CO 69,138 349,896
LGI HOMES 53,300 59,523
LOCKHEED MARTIN 69,364 117,389
LAMAR ADVERTISING CO 65,689 93,208
LITTLEFUSE INC 55,992 102,475
MKS INSTRUMENT 71,863 78,901
MARATHON 70,513 70,112
MARKEL CORP 67,434 96,553
MERCK & CO 131,694 196,018
MICROCHIP TECHNOLOGY 53,132 154,569
MICROSOFT CORP 10,867 164,706
MOELIS 87,474 86,777
MOLINA HEALTHCARE 100,993 113,451
NESTLE SA SPONSORED ADR 128,068 174,132
NEXSTAR BROADCASTING GROUP INC 25,438 73,046
NEXTERA ENERGY 95,758 198,802
OLLIES BARGAIN OUTLT HLDGS 63,235 109,282
OMNICELL INC 63,958 39,210
OSHKOSH CORPORATION 49,966 77,622
PACIRA BIOSCIENCES 45,466 25,912
PAYCHEX INC 68,320 137,572
PEPSICO 104,788 246,778
POWER INTEGRATIONS 102,015 107,318
PROCTOR & GAMBLE 76,212 153,574
PTC INC 31,459 117,573
QUALLCOMM INC 86,336 87,646
QUALYS INC COM 43,716 87,737
QUANTA SERV INC 13,369 83,946
REALTY INCOME CORP 102,042 82,914
ROBERT HALF INTL INC 54,787 84,227
RPM INTL INC 120,793 245,251
SHELL 89,307 106,135
SM ENERGY 67,449 74,884
SELECTIVE INS GROUP 40,093 100,674
SOUTH ST CORP 80,883 100,496
STIFEL FINL CORP 53,060 115,619
TJX COS INC 172,312 260,604
TARGET CORP COM 57,238 68,077
TETRA TECH INC 47,193 111,175
TEXAS INSTRUMENTS 16,880 111,481
TRACTOR SUPPLY CO 59,714 136,329
TRAVELERS CO 60,238 131,248
UMB FINL CORP 41,729 59,989
UNITED BANKSHARES INC 79,189 75,438
UNITED PARCEL SERVICE 92,489 124,998
US BANCORP 86,405 155,765
VERIZON COMMUNICATIONS 94,548 75,212
DISCOVERY INC 28,981 9,081
XCEL ENERGY 65,530 144,312
ENPRO 46,286 72,571
GENTEX CORP 72,790 74,693
ONTO INNOVATION 59,096 79,049
REVVITY 94,694 117,618
RTX CORPORATION 100,779 121,498
WYNDHAM HOTELS 53,624 64,569
ENOVIS CORPORATION 79,733 82,517

TY 2023 InvestmentsOtherSchedule2
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABSOLUTE CONVERTIBLE ARBITRAGE FUND AT COST 450,659 444,959
LAZARD INT EQUITY INST AT COST 778,564 735,336
MANNING & NAPIER RAINER INT AT COST 983,664 1,118,611
MFS GLOBAL REAL ESTATE FUND AT COST 714,144 712,582
INVESCO OPPENHEIMER DEV MARKETS FD AT COST 808,374 776,319
T ROWE PRICE BLUE CHIP GRWTH FD AT COST 464,047 1,386,628
VANGUARD DEVELOPED MARKETS AT COST 1,152,864 1,274,523
VANGUARD 500 IDX FD AT COST 3,551,343 6,972,528
JP MORGAN HEDGED EQUITY FUND AT COST 1,551,148 1,937,082
GOLDMAN SACHS GQG PARTNERS AT COST 842,647 888,715
OIL MINERAL & GAS INTEREST AT COST 1 4
JP MORGAN EXCHANGE TRADED FUND AT COST 591,238 588,286
VANGUARD GROWTH INDEX FUND AT COST 786,000 862,019

TY 2023 LegalFeesSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 18,600 18,600 18,600 0


TY 2023 OtherExpensesSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 270,351 270,351 270,351 0
FOREIGN CONVERSION 172 172 172 0
MINERAL FEES 96 96 96 0


TY 2023 OtherIncreasesSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Description Amount
WASH SALE/TIMING DIFFERENCE 4,186


TY 2023 TaxesSchedule
Name:
MARVIN AND VIRGINIA SCHMID
 
FOUNDATION
EIN:
47-0800637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,233 11,233 11,233 0