Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MARTHA & JOSEPH SCHRODT
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 1130 S MICHIGAN 2604
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60605
A Employer identification number

36-4443304
B Telephone number (see instructions)

3124795737
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$19,835,410J 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 .................
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities... 326,411 326,411  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,266,358
b Gross sales price for all assets on line 6a 2,928,541
7 Capital gain net income (from Part IV, line 2)... 1,266,358
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........ 1,592,772 1,592,772  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,189 0   14,189
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71 71   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,678 453   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
144 0   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,082 524   14,289
25 Contributions, gifts, grants paid....... 710,000 710,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 751,082 524   724,289
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 841,690
b Net investment income (if negative, enter -0-) 1,592,248
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,034,856 736,837 736,837
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 1,020,148 Click to see attachment
List of Attached Documents:
// Content
997,300 		1,393,925
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,460,694 Click to see attachment
List of Attached Documents:
// Content
13,761,480 		17,704,648
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,515,698 15,495,617 19,835,410
Liabilities 17 Accounts payable and accrued expenses..........    
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,515,698 15,495,617
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 13,515,698 15,495,617
30 Total liabilities and net assets/fund balances (see instructions). 13,515,698 15,495,617
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
13,515,698
2
Enter amount from Part I, line 27a .....................
2
841,690
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,138,229
4
Add lines 1, 2, and 3 ..........................
4
15,495,617
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
15,495,617
Form 990-PF (2025)
Form 990-PF (2025)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 1,672,690   1,662,183 10,507
b 1,255,851     1,255,851
c
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       10,507
b       1,255,851
c
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 1,266,358
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  
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 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 22,132
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 22,132
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 22,132
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,580
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 8,580
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 312
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 13,864
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofDAVID SCHRODT Telephone no. (312) 479-5737

Located at1130 S MICHIGAN 2604CHICAGOIL ZIP+460605
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
KEITH JOSEPH SCHRODT DIRECTOR
0.10 		0 0 0
3912 MARRYAT
SPRINGFIELD,IL62707
TERESA JANE PUSKEDRA VP/SECY/TREASUR
0.10 		0 0 0
5093 S SKYLINE PARKWAY
OGDEN,UT84403
DAVID IVAN SCHRODT DIRECTOR
1.00 		0 0 0
1130 S MICHIGAN 2604
CHICAGO,IL60605
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
18,541,114
b
Average of monthly cash balances.......................
1b
152,762
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,693,876
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
18,693,876
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
280,408
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,413,468
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
920,673
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
920,673
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
22,132
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,132
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
898,541
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
898,541
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
898,541
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, line 26, column (d) ..........
1a
724,289
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
724,289
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 898,541
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 143,560
b From 2021...... 155,758
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 299,318
4Qualifying distributions for 2025 from Part
XI, line 4: $ 724,289
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 724,289
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 174,252 174,252
(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 5 125,066
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		125,066
10 Analysis of line 9:
a Excess from 2021 .... 125,066
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

ARIZONA FOOD BANK NETWORK

340 E CORONADO RD STE 400
PHOENIX,AZ85004 		    CHARITABLE 5,000

AUSTIN PEAY STATE UNIVERSITY

PO BOX 4417
CLARKESVILLE,TN37044 		    EDUCATION 10,000

BOYS AND GIRLS CLUB OF CENTRAL ILLINOIS

430 W JEFFERSON ST
SPRINGFIELD,IL62702 		    CHARITABLE 2,500

BOYS AND GIRLS CLUB DECATUR

859 N JASPER ST
DECATUR,IL62521 		    CHARITABLE 2,500

BRADLEY UNIVERSITY

1501 W BRADLEY AVE
PEORIA,IL61625 		    EDUCATION 5,000

CATHOLIC CROSS OUTREACH

PO BOX 273908
BOCA RATON,FL334273908 		    CHARITABLE 5,000

CATHOLIC DIOCESE OF SALT LAKE CITY HOLY FAMILY PARISH

27 C STREET
SALT LAKE CITY,UT84103 		    CHARITABLE 1,000

CATHOLIC RELIEF SERVICES

PO BOX 5200
HARLAN,IA515930700 		    CHARITABLE 5,000

CENTRAL ILLINOIS FOOD BANK

PO BOX 8228
SPRINGFIELD,IL62791 		    CHARITABLE 5,000

CHICAGO MARITIME MUSEUM

1200W 35TH ST
CHICAGO,IL60609 		    CHARITABLE 10,000

CITIZEN ADVOCACY CENTER

188 INDUSTRIAL DR
ELMHURST,IL60126 		    CHARITABLE 30,000

CONVOY OF HOPE

PO BOX 1125
SPRINGFIELD,MO65801 		    CHARITABLE 5,000

DECATUR PUBLIC SCHOOLS FOUNDATION

101 W CERRO GORDO ST
DECATUR,IL62523 		    EDUCATION 10,000

EASTERN ILLINOIS FOODBANK

2405 N SHORE DR
URBANA,IL61802 		    CHARITABLE 5,000

EASTERN ILLINOIS UNIVERSITY EIU FOUNDATION

600 LINCOLN AVE
CHARLESTON,IL61920 		    EDUCATION 5,000

EDUCATING KIDS IN GHANA

PO BOX 548
KAYSVILLE,UT84037 		    CHARITABLE 2,000

ENABLE UTAH

535 W STOCKMAN WY SUITE A
OGDEN,UT84401 		    CHARITABLE 20,000

FALL FELLOWSHIP

PO BOX 231
CLEARFIELD,UT84015 		    CHARITABLE 3,000

FAMILY COUNSELING SERVICE OF NORTHERN UTAH

3518 WASHINGTON BLVD
OGDEN,UT84403 		    CHARITABLE 47,000

FEEDING TEXAS

PO BOX 152245
AUSTIN,TX78715 		    CHARITABLE 5,000

FOOD FOR THE POOR

6401 LYONS RD
COCONUT NUT CREEK,FL330733602 		    CHARITABLE 5,000

GIVE ME A CHANCE INC

2913 GRANT AVE
OGDEN,UT84401 		    CHARITABLE 10,000

GREATER LANSING FOOD PANTRY

PO BOX 1224
LANSING,MI48901 		    CHARITABLE 5,000

HOMEROOM NFP

2257 W MONROE ST
CHICAGO,IL60612 		    CHARITABLE 40,000

ILLINOIS FOUNDATION FFA

3221 NORTHFIELD DR
SPRINGFIELD,IL62702 		    CHARITABLE 5,000

ILLINOIS STATE UNIVERSITY FOUNDATION

CAMPUS BOX 8000
NORMAL,IL61790 		    EDUCATION 5,000

IMAGINE BALLET THEATRE

2432 WASHINGTON BLVD
OGDEN,UT84401 		    CHARITABLE 20,000

IOWA STATE UNIVERSITY FOUNDATION

2505 UNIVERSITY BLVD PO BOX 2230
AMES,IA500102230 		    EDUCATION 5,000

LAKE LAND COLLEGE FOUNDATION

5001 LAKE LAND BLVD
MATTOON,IL61938 		    EDUCATION 5,000

LANSING COMMUNITY COLLEGE FOUNDATION

309 N WASHINGTON SQUARE STE 201
LANSING,MI48933 		    EDUCATION 5,000

LIFESONG FOR ORPHANS

PO BOX 9
GRIDLEY,IL61744 		    CHARITABLE 5,000

LINCOLN LAND COMMUNITY COLLEGE FOUNDATION

5250 SHEPHERD RD
SPRINGFIELD,IL62703 		    EDUCATION 5,000

MACON COUNTY 4H & EXTENSION FOUNDATION

3351 N PRES HOWARD DEAN BLVD
DECATUR,IL62521 		    EDUCATION 5,000

MICHIGAN STATE UNIVERSITY

535 CHESTNUT RD ROOM 300
EAST LANSING,MI48824 		    EDUCATION 5,000

MILLIKIN UNIVERSITY

1184 WEST MAIN STREET
DECATUR,IL62522 		    EDUCATION 60,000

NEWMAN CENTRAL CATHOLIC HIGH SCHOOL

1101 W 23RD STREET
STERLING,IL61081 		    EDUCATION 5,000

NORTHERN ILLINOIS UNIVERSITY NIU FOUNDATION

PO BOX 746
DEKALB,IL60115 		    EDUCATION 5,000

OGDEN VALLEY ADAPTIVE SPORTS

2955 HARRISON BLVD STE 104D
OGDEN,UT84403 		    CHARITABLE 2,000

OGDEN-WEBER TECHNICAL COLLEGE FOUNDATION

200 N WASHINGTON BVLD
ODGEN,UT84404 		    EDUCATION 3,000

PARKLAND COLLEGE FOUNDATION

2400 W BRADLEY AVE
CHAMPAIGN,IL61821 		    EDUCATION 5,000

RED CROSS

769 S DURKIN AVE
SPRINGFIELD,IL62704 		    CHARITABLE 5,000

RICHLAND COMMUNITY COLLEGE

ONE COLLEGE PARK
DECATUR,IL62521 		    EDUCATION 50,000

SAINT CATHOLIC ELEMENTARY SCHOOL

2980 QUINCY AVE
OGDEN,UT84403 		    EDUCATION 5,000

SAINT JOSEPH CATHOLIC HS

1790 LAKE STREET
OGDEN,UT84401 		    EDUCATION 5,000

SALVATION ARMY

1600 E CLEAR LAKE AVE
SPRINGFIELD,IL62703 		    CHARITABLE 5,000

SOUTHERN ILLINOIS UNIVERSITY-CARBONDALE

1235 DOUGLAS DR MAIL CODE 6805
CARBONDALE,IL62901 		    EDUCATION 5,000

SPRINGFIELD PUBLIC SCHOOLS FOUNDATION

3063 FIAT AVE
SPRINGFIELD,IL62703 		    EDUCATION 15,000

ST LOUIS COMMUNITY COLLEGE FOUNDATION

3221 MCKELVEY ROAD
BRIDGETON,MO630442553 		    CHARITABLE 5,000

STATE UNIVERSITY OF IOWA FOUNDATION

PO BOX 4550
IOWA CITY,IA522444550 		    EDUCATION 5,000

SULLIVAN COMMUNITY EDUCATION FOUNDATION

PO BOX 462
SULLIVAN,IL61594 		    EDUCATION 5,000

TETON VALLEY FOOD PANTRY

PO BOX 518
DRIGGS,ID83422 		    CHARITABLE 5,000

UNIVERSITY OF ILLINOIS FOUNDATION

303 ST MARYS RD MC-386
CHAMPAIGN,IL61820 		    EDUCATION 60,000

UNIVERSITY OF ILLINOIS-CHAMPAIGN

1305 W GREEN ST MC-386
URBANA,IL61801 		    EDUCATION 5,000

UNIVERSITY OF ILLINOIS-SPRINGFIELD

ONE UNIVERSITY PLAZA MS PAC 591
SPRINGFIELD,IL62703 		    EDUCATION 5,000

UNIVERSITY OF MISSOURI - ST LOUIS

1 UNIVERSITY BLVD
ST LOUIS,MO631214400 		    EDUCATION 5,000

UNIVERSITY OF MISSOURI MIZZOU GIFT PROCESSING

407 REYNOLDS ALUMNI CENTER
COLUMBIA,MO65211 		    EDUCATION 5,000

UVA LAW SCHOOL FOUNDATION

580 MASSIE RD
CHARLOTTESVILLE,VA22903 		    EDUCATION 50,000

WARRENSBURG-LATHAM EDUCATION FOUNDATION

430 WEST NORTH STREET
WARRENSBURG,IL62573 		    EDUCATION 5,000

WEBER SCHOOL FOUNDATION

5320 ADAMS AVENUE PARKWAY
WASHINGTON TERRACE,UT84405 		    EDUCATION 2,000

WEBER STATE UNIVERSITY

1265 VILLAGE DR DEPT 4018
OGDEN,UT84408 		    EDUCATION 50,000

WIU FOUNDATION WESTERN ILLINOIS UNIVERSITY

303 SHERMAN HALL 1 UNIVERSITY
CIRCLE
MACOMB,IL61455 		    EDUCATION 15,000

YCC FAMILY CRISIS CENTER

2261 ADAMS AVE
OGDEN,UT84401 		    CHARITABLE 10,000
Total ................................. 3a 710,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 3  
4 Dividends and interest from securities ....     14 326,411  
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 ............ 		    18 1,266,358  
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 1,592,772 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,592,772
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 14,189 0   14,189

TY 2025 AppliedToPriorYearElection
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/14 IN THE AMOUNT OF $24,148

TY 2025 InvestmentsCorpStockSchedule
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 5,364 9,743
ABBOT LABS 20,798 26,552
ABBVIE INC 33,026 48,711
ALLIENT INC 13,260 19,446
AMERICAN OUTDOOR BRANDS INC 7,202 5,983
ANALOG DEVICES INC 14,032 20,312
ARCHER DANIELS MIDLAND 76,755 59,090
BROADRIDGE FINL SOLUTIONS INC 13,749 22,265
BROWN & BROWN INC 8,024 11,759
CHEVRON CORP 12,813 12,779
CHUBB LTD 12,649 21,055
CISCO SYS INC 12,538 19,174
CLARIVATE PLC 24,692 8,444
COLGATE PALMOLIVE CO 10,141 11,044
CORE LABORATORIES 8,375 6,696
DIAGEO PLC 13,593 6,912
DIGITAL RLTY TR INC 9,446 14,437
DUPONT DE NEMOURS INC 1,571 2,247
ENTERGY CORP 11,954 20,759
F&G ANNUITIES & LIFE INC 0 617
FIDELITY NATL FINL INC 11,568 19,115
FRONTDOOR INC 7,721 17,422
GATES INDUSTRIAL CORPORATION 36,055 58,678
GILEAD SCIENCES INC 10,791 16,792
GLADSTONE COML CORP 4,754 5,155
HEALTHCARE SVCS GROUP INC 7,505 11,223
HOME DEPOT INC 13,618 16,123
INTEL CORP 31,489 38,450
INTERCONTINENTAL EXCHANGE INC 700 980
J&J SNACK FOODS CORP 43,986 28,159
KINDER MORGAN INC 9,933 17,277
LINDE PLC 15,634 19,810
LOCKHEED MARTIN CORP 18,211 18,769
MARKEL CORP 45,955 81,687
MARTEN TRANS LTD 14,680 8,194
MATIV HOLDINGS INC 3,054 1,794
MGP INGREDIENTS INC 9,508 2,536
MICRON TECHNOLOGY INC 57,198 285,855
MICROSOFT CORP 15,814 27,226
MORNINGSTAR INC 7,386 8,725
NATHANS FAMOUS INC 2,959 3,703
NESTLE SA 15,207 12,807
NORTHERN TR CORP 9,560 15,620
NXP SEMICONDUCTORS 47,597 58,170
PAYCHEX INC 18,339 18,951
PEPSICO INC 13,909 11,433
PHIBRO ANIMAL HEALTH CORP 2,854 7,138
POLARIS INC 12,433 7,482
PRICE T ROWE GROUP INC 9,042 8,609
PROGRESSIVE CORP 27,180 44,441
RAYONIER INC 17,859 12,417
RBC BEARINGS INC 5,791 12,108
RE/MAX HLDGS INC 6,218 2,808
SOUTHERN CO 14,158 17,966
THERMON GROUP HLDGS INC 9,891 15,347
UNITED PARCEL SVC INC CL B 38,741 20,908
US BANCORP 8,252 12,761
VONTIER CORP 32,032 46,603
WEYERHAEUSER CO 9,160 7,384
WILLIAMS COS INC 3,193 6,712
WINNEBAGO INDS INC 10,114 7,283
HUNTINGTON BANCSHARES INC COM 5,099 9,074
QNITY ELECTRONICS INC COM 2,170 2,205

TY 2025 InvestmentsOtherSchedule2
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN AMCAP FUND CLASS A AT COST 861,956 1,255,043
AMERICAN BOND FUND OF AMERICA CLASS A AT COST 35,875 35,368
AMERICAN CAPITAL INCOME BUILDER FUND CLASS A AT COST 727,176 842,988
AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS A AT COST 1,298,381 1,696,410
AMERICAN FUNDAMENTAL INVESTORS CLASS A AT COST 1,144,553 1,729,113
AMERICAN GROWTH FUND OF AMERICA CLASS A AT COST 1,001,150 1,410,150
AMERICAN INCOME FUND OF AMERICA CLASS A AT COST 1,798,778 2,131,182
AMERICAN MUTUAL FUND CLASS A AT COST 677,451 837,543
AMERICAN NEW PERSPECTIVE FUND CLASS A AT COST 1,445,799 1,985,770
AMERICAN US GOVERNMENT MONEY MARKET FUND CLASS A AT COST 549,915 549,899
AMERICAN WASHINGTON MUTL INVS FD A AT COST 2,700,670 3,487,451
BLACKROCK ENHANCED GLOBAL DIVIID TR AT COST 22,435 30,050
FRANKLIN INCOME FUND CLASS A1 AT COST 360,911 397,072
FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A AT COST 28,064 31,887
FRANKLIN MUTUAL SMALL/MID-CAP VALUE FUND CLASS A AT COST 141,815 128,271
FRANKLIN RISING DIVIDENDS FD AT COST 620,668 684,474
TEMPLETON DEVELOPING MARKETS TRUST FUND CLASS A AT COST 37,693 58,178
TEMPLETON WORLD FUND CLASS A AT COST 308,190 413,799

TY 2025 OtherExpensesSchedule
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 44 0   0
FILING FEES 100 0   100


TY 2025 OtherIncreasesSchedule
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Description Amount
COST BASIS ADJUSTMENTS 1,138,229


TY 2025 OtherProfessionalFeesSchedule
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 71 71   0


TY 2025 TaxesSchedule
Name:
MARTHA & JOSEPH SCHRODT
 
FAMILY FOUNDATION
EIN:
36-4443304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 26,225 0   0
FOREIGN TAXES 453 453   0