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
SCHOEN FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 510 IGOTI PL
  Room/suite
City or town
LOUDON
State or province
TN
Country  
ZIP or foreign postal code
37774
A Employer identification number

20-6771963
B Telephone number (see instructions)

9202847482
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)$7,093,183J 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 47 47 47
4 Dividends and interest from securities... 172,362 172,362 172,362
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
131,344
b Gross sales price for all assets on line 6a 2,852,343
7 Capital gain net income (from Part IV, line 2)... 131,344
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 303,753 303,753 172,409
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 22,931 22,931 22,931 22,931
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,000 4,000 4,000 4,000
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,834 26,834 26,834 26,834
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 3,487 3,487 3,487 3,487
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
992 992 992 992
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,244 58,244 58,244 58,244
25 Contributions, gifts, grants paid....... 281,290 281,290
26 Total expenses and disbursements. Add lines 24 and 25 ................ 339,534 58,244 58,244 339,534
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -35,781
b Net investment income (if negative, enter -0-) 245,509
c Adjusted net income (if negative, enter -0-)... 114,165
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............. 109,952 237,011 237,011
2 Savings and temporary cash investments.........      
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)..... 0 0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 378,282 0 0
b Investments—corporate stock (attach schedule)....... 4,393,676 Click to see attachment
List of Attached Documents:
// Content
4,609,118 		6,856,172
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,881,910 4,846,129 7,093,183
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
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........... 4,881,910 4,846,129
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)..... 4,881,910 4,846,129
30 Total liabilities and net assets/fund balances (see instructions). 4,881,910 4,846,129
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
4,881,910
2
Enter amount from Part I, line 27a .....................
2
-35,781
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,846,129
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,846,129
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 Public Traded Securities      
b Public Traded Securities      
c Public Traded Securities      
d Public Traded Securities      
e Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
(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 80,575 0 106,510 -25,935
b 73,723 0 88,859 -15,136
c 161,494 0 134,610 26,884
d 691,655 0 583,311 108,344
e 134,600 0 94,884 39,716
62,176 0 59,800 2,376
117,060 0 104,900 12,160
98,400 0 118,200 -19,800
642,869 0 487,722 155,147
1,473 0 1,474 -1
104,962 0 151,188 -46,226
107,840 0 97,000 10,840
212,549 0 304,084 -91,535
18,982 0 26,418 -7,436
9,013 0 8,486 527
4,435 0 4,514 -79
27,176 0 22,132 5,044
21,293 0 30,325 -9,032
13,699 0 19,525 -5,826
21,798 0 24,564 -2,766
17,293 0 19,757 -2,464
24,601 0 30,255 -5,654
6,393 0 6,529 -136
89,386 0 87,296 2,090
108,898 0 108,656 242
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       -25,935
b       -15,136
c       26,884
d       108,344
e       39,716
      2,376
      12,160
      -19,800
      155,147
      -1
      -46,226
      10,840
      -91,535
      -7,436
      527
      -79
      5,044
      -9,032
      -5,826
      -2,766
      -2,464
      -5,654
      -136
      2,090
      242
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 2 131,344
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 3,413
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  
3 Add lines 1 and 2........................... 3 3,413
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,413
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
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 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,413
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 tax0 Refunded 11 0
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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
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)
IA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressschoenfoundation.org
14
The books are in care ofJeff J Mootz Telephone no. (920) 284-7481

Located at510 IGOTI PLLOUDONTN ZIP+437774
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)
 
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 ........
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
Laura MootzClick to see attachment
List of Attached Documents:
// Content
Trustee
8.00 		0 22,931 3,487
3552 DeKalb Lane
Neenah,WI54956
Andrew SchoenClick to see attachment
List of Attached Documents:
// Content
Trustee
1.00 		0 0 0
18811 Fortson Ave
Dallas,TX75252
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...................  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................  
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
6,485,145
b
Average of monthly cash balances.......................
1b
140,143
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,625,288
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,625,288
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
99,379
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,525,909
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
326,295
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
326,295
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,413
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
16,061
c
Add lines 2a and 2b............................
2c
19,474
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
306,821
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
306,821
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
306,821
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
339,534
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
339,534
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 7 306,821
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 47,060
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 339,534
a Applied to 2024, but not more than line 2a 47,060
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 292,473
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 14,348 14,348
(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...... 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
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

Ascension Wisconsin Foundation

19333 W North Ave
Brookfield,WI53045 		No Relationship   mental health recovery kits 2,000

Cedar Valley Friends of the Family

1009 Peoples Square
Waterloo,IA50702 		No Relationship   help survivors-domestic abuse 2,000

Dubuque Symphony Orchestra

2728 Asbury Road
suite 900
Dubuque,IA52001 		No Relationship   Adopt a Musician prog 2,500

Camp Albrecht Acres

14837 Sherrill Rd
Sherill,IA52073 		No Relationship   infrastructure improvements 11,900

Compass to Care

900 Jackson St Suite LL5 2H
Dubuque,IA52001 		No Relationship   fund 50 trips to chemo 5,000

Dubuque Dream Center

1600 White St
Dubuque,IA52001 		No Relationship   in your life mentoring prog 8,000

Hills and Dales

1011 Davis St
Dubuque,IA52001 		No Relationship   Weber Autism center outdoor area 7,500

Breakthrough T1D

1800 Appleton Rd
Suite 2
Menasha,WI54952 		No Relationship   family day for families with T!D 5,000

Inspiration Stables

14428 Forest Ridge Dr
Dubuque,IA52003 		No Relationship   help fund indoor riding arena 5,000

Foundation for Dubuque Public Schools

700 Locust St
Suite 195
Dubuque,IA52001 		No Relationship   3 communication boards for people with verbal challenges 8,250

DuRide

2728 Asbury Road
Suite 330
Dubuque,IA52001 		No Relationship   medical rides for seniors 6,500

Burns Recovered

1695 Mount Pleasant St
Dubuque,IA52001 		No Relationship   Midwest Childrens burn camp 2,500

Faith Temple United Pentecostal Church

12805 Seippel Rd
Dubuque,IA52002 		No Relationship   Help to deliver food to 1,500

Christine Ann Domestic Abuse Services Inc

240 Algoma Blvd
Oshkosh,WI54901 		No Relationship   Emergency shelter for domestic violence in crisis 3,000

Northeast Iowa Council Boy scouts of America

PO Box 732
Dubuque,IA52004 		No Relationship   empower youth through leadership learning & outdoors 3,000

Calvary Lutheran ELCA

716 Pearl St
Sabula,IA52070 		No Relationship   Mobile Food distribution 1,000

Mississippi Valley Archaeology Center

1725 State St
LaCrosse,WI54601 		No Relationship   Educational Endowment 1,000

Stonehill Communities

3485 Windsor Ave
Dubuque,IA52001 		No Relationship   room renovation for CNA class 16,700

St Mark Youth Enrichment

PO Box 568
Dubuque,IA52004 		No Relationship   Critical after school program 8,000

Dubuque Arboretum & Botainical Gardens

3800 Arboretum Dr
Dubuque,IA52001 		No Relationship   Music in the Gardens 3,000

Dubuque Regional Humane Society

4242 Chavenelle Rd
Dubuque,IA52002 		No Relationship   Commercial Diswasher Installation 10,000

Unbound

1 Elmwood Ave
Kansas City,KS66103 		No Relationship   funds for 3 children in the 1,740

Dubuque Arts Council

2728 Asbury Rd
Dubuque,IA52001 		No Relationship   music & art edu for elementary kids 5,000

Two by Two Character Development

3250 Kennedy Circle 5
Dubuque,IA52002 		No Relationship   Kindhearted kids meet the challenge 3,100

Sisters of the Presentation

2360 Carter Rd
Dubuque,IA52001 		No Relationship   general needs 1,000

The Gathering Place

1001 Cherry St
Green Bay,WI54301 		No Relationship   peer recovery services 3,000

Marquette University

1250 W Wisconsin Ave
Milwaukee,WI53233 		No Relationship   On Your Marq prog 20,000

Hospice of Dubuque

1670 John F Kennedy Rd
Dubuque,IA52003 		No Relationship   supplies for use with patients 3,600

International FOP Association IFOPA

1520 Clay St
Suite H2
North Kansas City,MO64116 		No Relationship   Edu Drs. to diagnose & treat FOP 4,500

Wisconsin Parkinson Association

13400 Bishops Lane
Suite 120
Brookfield,WI53005 		No Relationship   fund pearls for parkinsons & EmPower talks 5,000

Dubuque Museum of Art

701 Locust St
Dubuque,IA52001 		No Relationship   capital campaign 10,000

Four Mounds Foundation

4900 Peru Rd
Dubuque,IA52001 		No Relationship   curriculum development 6,000

Islands of Brilliance

PO Box 774
Milwaukee,WI53201 		No Relationship   Tech programs for Autistic & Neuro youth 2,500

Junior Achievement of the Heartland

900 Jackson St
LL5 2F
Dubuque,IA52001 		No Relationship   Financial Instruction for youth 2,500

Lone Tree Arts Center Fund

10075 Commons St
Lone Tree,CO80124 		No Relationship   Art for people w parkinsons 5,000

Moms connect Dubuque

6486 Massey Station Rd
Dubuque,IA52003 		No Relationship   Tech for program development 2,500

Professional Fire Fighters of WI Charitable Foundation

321 Main St
Suite 200
Madison,WI53703 		No Relationship   Fire safety newspaper in Education 2,500

Rebuilding Together Fox Valley

2416 Industrial Drive
Unit E
Neenah,WI54956 		No Relationship   Safe & healthy home for those in need 2,000

Ronald McDonald House

8948 Watertown Plank Rd
Milwaukee,WI53226 		No Relationship   adopt a guest family for 3 months 3,000

Steeple Square Dubuque

101 E 15th St
Dubuque,IA52001 		No Relationship   needed renovation to upstairs meeting room 15,000

No Foot Too Small

1150 5th St
Suite 152
Coralville,IA52341 		No Relationship   Pregnancy & infant loos awareness 2,000

Childrens Organ Transplant assoc

2501 Cota Dr
Bloomington,IN47403 		No Relationship   support for life saving transplants for children 2,000

Area Substance Abuse Council

3601 16th Ave SW
Cedar Rapids,IA52404 		No Relationship   diapers for moms in ASAC prog 5,000

Covey

2200 Algoma Blvd
Oshkosh,WI54901 		No Relationship   help fund camp - iCanBike 2,500

Best Buddies

9610 Continental Industrial Dr
Saint Louis,MO63123 		No Relationship   enhance social leader skills-employ 5,000

Dubuque Hisorical Society

350 East Third St
Dubuque,IA52001 		No Relationship   National Mississippi River Museum 5,000

Boys Club of Oshkosh

501 E Parkway Ave
PO Box 411
Oshkosh,WI54901 		No Relationship   Prog equipment & training 2,500

Foundation for Heart Science

2131 N 72nd St
Wauwatosa,WI53213 		No Relationship   protect heart health after radition 5,000

People in Need

2155 University Ave
Dubuque,IA52001 		No Relationship   helping families in need avoid eviction 5,000

COTS

819 S West Ave
Appleton,WI54915 		No Relationship   remove barriers from homeless to independent living 2,000

Finley Health Foundation

350 N Grandview Ave
Dubuque,IA52001 		No Relationship   Birthing and C section 10,000

Sisters of St Francis Foundation

1726 Shawano Ave
Green Bay,WI54303 		No Relationship   Intracardiac Echo Ultrasound ICE 10,000

KANDU Industries

15 Plumb St
Milton,WI53563 		No Relationship   services for ppl w dementia disablilties 2,500

Life Change Connections

111 South Court St
Sparta,WI54656 		No Relationship   Recovery Center for substance abuse 2,500

Mooring Programs DBA Apricity

4764 Integrity Way
Suite 312
Appleton,WI54913 		No Relationship   Build skill for productive lives in recovery 2,000

Riverview Gardens

1101 S Oneida St
Appleton,WI54913 		No Relationship   job training & Placement program 2,500

Variety Childrens Charity of WI

12425 Knoll Rd
Suite 120
Elm Grove,WI53122 		No Relationship   adaptive equipment for kids 31yrs & younger 2,500

Dubuque Jackson Co Habitat for Humanity

4949 Chavenelle Rd
Dubuque,IA52002 		No Relationship   funds to help build or improve homes for people in need 2,000
Total ................................. 3a 281,290
bApproved for future payment
Total ................................. 3b  
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0   0 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(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: 25022704
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpStockSchedule
Name:
SCHOEN FAMILY CHARITABLE TRUST
EIN:
20-6771963
Software ID:
25022704
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Apple Inc 1,145,705 1,527,988
Abbvie INC 144,857 274,273
Asbury Automotive Group 153,300 139,518
Alarm Com Hldgs Inc 0 0
Amgen Inc 50,319 49,424
Amazon.Com Inc 119,302 147,725
CIBC Atlas Discipined E 0 0
Berkshire Hathaway 39,929 46,244
Cardinal Health 29,857 158,440
Catepillar 15,022 121,448
The Cigna Group 0 0
Comcast Corp New 0 0
Carpenter Technology Cor 0 0
Cisco Sys Inc 25,313 42,058
Caretrust REIT Inc 27,412 46,250
Danaher Corp 0 0
ENI SAP ROMA 19,432 37,940
Fidelity National Information 0 0
GE Healthcare Technology 235,950 246,060
GE Vernova Inc 181,110 196,071
Galaxy Digital Inc 109,400 89,440
Alphabet Inc Class A 32,722 56,340
Alphabet Inc Class C 113,832 194,556
Home Depot 48,929 208,869
Hartford Finl Svcs Group 60,337 81,578
Honeywell Intl Inc 0 0
Johnson & Johnson 22,395 30,422
JPMorgan Chase &Co 71,920 80,555
Marubeni Corp 24,828 110,300
Meta Platforms Inc 201,750 198,027
Mitsu & Co LTD 38,179 105,552
Altria Group Inc 114,464 196,044
Microsoft Corp 182,867 221,014
Mastec Inc 0 0
Cloudfare Inc 197,000 197,150
ServiceNow Inc 186,700 153,190
Oneck Inc 0 0
Pepsico 0 0
Pfizer Inc 0 0
Parker-Hannifin Corp 306,932 351,584
Philip Morris Intl Inc 176,139 537,690
Invesco QQQ Trust 58,123 412,202
RTX Corp 599 2,751
Solstice Advanced Matls 1,415 1,360
Spider S&P 500 ETF 40,087 98,196
Stryker Corp 28,364 29,172
Thermo Fisher Scientific 33,134 34,767
US Bancorp Del New 54,374 90,130
Veralto Corp 0 0
Zim Integrated Shippin F 0 0
Zionx Bancorp N A 105,428 117,490
Zoom Communications Inc 211,692 224,354

TY 2025 InvestmentsGovtObligationsSch
Name:
SCHOEN FAMILY CHARITABLE TRUST
EIN:
20-6771963
Software ID:
25022704
Software Version:
V2.0
US Government Securities - End of Year Book Value:

378,282
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 OtherExpensesSchedule
Name:
SCHOEN FAMILY CHARITABLE TRUST
EIN:
20-6771963
Software ID:
25022704
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Website 412 412 412 412
Bank Fees 168 168 168 168
Software 412 412 412 412


TY 2025 OtherProfessionalFeesSchedule
Name:
SCHOEN FAMILY CHARITABLE TRUST
EIN:
20-6771963
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Portfolio Advisory Fees 4,000 4,000 4,000 4,000


TY 2025 SubstantialContributorsSch
Name:
SCHOEN FAMILY CHARITABLE TRUST
EIN:
20-6771963
Software ID:
25022704
Software Version:
V2.0
Name Address
John Schoen 1225 Hiawatha
East Dubuque,IL610251025


TY 2025 TaxesSchedule
Name:
SCHOEN FAMILY CHARITABLE TRUST
EIN:
20-6771963
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid Per 1099 Form for Schoen Charitable Trust from Charles Schwab 2025 16,061 16,061 16,061 16,061
2024 Excise Tax US Government 10,773 10,773 10,773 10,773