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
MARVIN AND VIRGINIA SCHMID FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 909 VANNORNAM PLACE
  Room/suite
City or town
BELLEVUE
State or province
NE
Country  
ZIP or foreign postal code
680052564
A Employer identification number

47-0800637
B Telephone number (see instructions)

4023971999
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)$40,590,427J 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      
4 Dividends and interest from securities... 952,905 952,905 952,905
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,841,135
b Gross sales price for all assets on line 6a 6,696,393
7 Capital gain net income (from Part IV, line 2)... 1,841,135
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........ 2,794,040 2,794,040 952,905
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 75,000 75,000 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,825 3,825 3,825 0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
23,735 23,735 23,735 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,354 9,354 9,354 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,930 14,928 14,928 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
304,252 304,252 304,252 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 478,096 431,094 431,094 0
25 Contributions, gifts, grants paid....... 1,866,549 1,866,549
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,344,645 431,094 431,094 1,866,549
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 449,395
b Net investment income (if negative, enter -0-) 2,362,946
c Adjusted net income (if negative, enter -0-)... 521,811
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......... 1,564,706 2,338,581 2,338,581
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)....... 6,431,873 Click to see attachment
List of Attached Documents:
// Content
6,447,855 		9,548,765
c Investments—corporate bonds (attach schedule)....... 7,635,854 Click to see attachment
List of Attached Documents:
// Content
7,280,207 		7,146,384
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,554,994 Click to see attachment
List of Attached Documents:
// Content
12,551,401 		21,556,697
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) 28,187,427 28,618,044 40,590,427
Liabilities 17 Accounts payable and accrued expenses.......... 3,426 3,426
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 3,426 3,426
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 28,184,001 28,614,618
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)..... 28,184,001 28,614,618
30 Total liabilities and net assets/fund balances (see instructions). 28,187,427 28,618,044
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,184,001
2
Enter amount from Part I, line 27a .....................
2
449,395
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,633,396
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
18,778
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
28,614,618
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 LONG TERM SALES - SEE ATTACHED   2020-01-01 2025-12-31
b SHOT TERM SALES - SEE ATTACHED   2025-01-01 2025-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,614,431   3,808,824 1,805,607
b 938,833   1,046,434 -107,601
c 143,129     143,129
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       1,805,607
b       -107,601
c       143,129
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 1,841,135
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 -107,601
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 32,845
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 32,845
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 32,845
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 32,800
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 32,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 46
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)
NE
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 ofMARTHA DAVIS Telephone no. (402) 415-7822

Located at909 VANNORNAM PLACEBELLEVUENE ZIP+468005
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
PAIGE NORTON DIRECTOR
0.00 		5,000 0 0
35 COTTONWOOD DRIVE 35 COTTONWOOD
DRIVE
COLUMBUS,NE68061
MARTHA ROGERS DAVIS DIRECTOR/PRESIDENT
20.00 		50,000 0 0
909 VANNORNAM PLACE 909 VANNORNAM
PLACE
BELLEVUE,NE68005
MICHAEL SULLIVAN DIRECTOR
0.00 		0 0 0
1500 WOODMEN TOWER 1500 WOODMEN
TOWER
OMAHA,NE68112
ERIC SCHMID DIRECTOR
0.00 		5,000 0 0
19225 SW 41ST STREET 19225 SW 41ST
STREET
MIRAMAR,FL33029
MARY SCHMID NORTON DIRECTOR
0.00 		5,000 0 0
35 COTTONWOOD DRIVE 35 COTTONWOOD
DRIVE
COLUMBUS,NE68601
HEIDI WILSON SECRETARY
0.00 		5,000 0 0
PO BOX 2598
SILVERTHORNE,CO80498
STEVEN WADE TREASURER
0.00 		0 0 0
14010 FNB PARKWAY SUITE 200 14010
FNB PARKWAY SUITE 200
OMAHA,NE68154
CHRIS DAVIS DIRECTOR/VICE PRES
0.00 		5,000 0 0
28851 FONDA RD 28851 FONDA RD
FIRTH,NE68358
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
38,180,184
b
Average of monthly cash balances.......................
1b
1,660,353
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
39,840,537
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
39,840,537
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
597,608
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,242,929
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,962,146
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
1,962,146
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
32,845
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,845
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,929,301
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,929,301
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,929,301
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
1,866,549
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,866,549
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 1,929,301
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,866,049
b Total for prior years:20 , 20, 20 0
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: $ 1,866,549
a Applied to 2024, but not more than line 2a 1,866,049
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 500
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		1,928,801
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 ...... 		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

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508 		    SCHOLARSHIPS/LIBRARY/TECHNOLOGY 1,866,049

SCHOOL OF LAW IN HONOR OF MIKE SULLIVAN

1010 LINCOLN MALL
LINCOLN,NE68508 		    GENERAL 500
Total ................................. 3a 1,866,549
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 ........... 		         
4 Dividends and interest from securities ....     14 952,905  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 1,841,135  
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 2,794,040 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,794,040
(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:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,354 9,354 9,354 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO FLOATING RATE 155,664 142,107
AT&T INC 61,642 59,055
AGILENT TECHNOLOGIES 53,445 54,832
ALBEMARLE CORP SR 6/1/2032 42,844 45,303
ALIGNED DT CEN 30,000 29,463
ALPHABET INC SR NT 28,135 15,369
ANGEL OAK MTG TRUST 9,890 9,523
BMW FINANCE 30,000 28,583
BX CM MTG SER 2022 3,590 3,691
BANK AMER CORP 68,926 73,412
BANK 2019 45,636 46,018
BAYLOR SCOTT & WHITE HLDGS 20,000 17,927
BURLINGTON NORTHERN SANTA FE 74,540 66,607
CB RICHARD ELLIS SVCS 4/1/31 39,152 40,816
CARS DB SER 2021 13,820 13,533
CD 2018-CD7 MTG TR 10,891 10,293
CF HIPPOLYA ISSUER 44,640 37,393
CSMC TRUST SER 2017 18,443 15,407
CHUBB CORP BDS 32,723 27,940
CITIGROUP INC SR GLBL NT 62,890 65,779
DISNEY WALT CO MTNS SR NT 50,292 43,632
DOLLAR GEN CORP NEW SR NT 47,593 48,358
EBAY INC SR GLBL 29,043 29,837
META PLATFORMS GLBL NT 38,024 38,802
FRESB 2019 MTG 14,378 14,000
FRTKL 2021 SINGLE FAM RENTAL 20,000 19,593
FEDERAL NATL MTG ASSN GRD REMIC 2017 27,234 24,550
FEDERAL NATL MTG ASSN GRD REMIC 2019 12,415 10,746
FEDERAL HOME LN MTG CORP MULTICLASS 6/15/37 20,603 19,618
FEDERAL NATL MTG ASSN GTD PASSTHRU 2/1/27 5,881 3,929
FREDDIE SCRTT SERIE 2020 12,600 10,045
FREDDIE MAC 35,303 33,104
FREDDIE MAC 10,102 9,497
FHLMCT SLSTT SERIES 11,423 9,760
GOLDMAN SACHS MORTGAGE 18,237 16,982
GOLDMAN SACHS GROUP 67,358 73,698
GOV NATL MTG ASSN 4/16/50 6,068 5,608
HOME PART OF AMER SER 2021 20,196 19,026
HUDSON YARD MTG 25,748 23,927
HUNTINGTON INGALLS 68,858 69,191
INTERCONTINENTAL EXCHANGE INC FAH7 70,567 68,895
PALMER SQUARE INC PLUS 209,776 214,092
JPMORGAN CHASE & CO SR NT 69,866 72,549
KEYCORP MEDIUM TERM NTS FR 33,301 34,208
LAVISTA NE ECON DEV 5,000 4,702
LINCOLN NEB ELEC SYS 10,000 8,585
LINCOLN NEB WEST HAYMARKET 4,964 4,646
MFA SER 2020 3,075 2,981
MCDONALDS 83,346 66,230
MORGAN STANLEY SR NT 64,139 65,936
MORGAN STANLEY SER 2019 17,433 16,454
MOSAIC CO NEW SR NT 37,700 35,960
NATIONAL RETAIL PPTY 7AL0 63,942 65,380
NAVIENT PRIVATE SER 2021 9,487 8,461
NELNET STUDENT LN 2021 7,250 6,863
NIKE INC SR GLBL NT 4,894 4,027
NORTH TEXAS AUTH SER 2021 10,938 10,888
ORACLE CORP GLBL 66,315 66,752
PROGRESS RESIDENTIAL 19,799 19,549
QUALCOMM INC FR 67,661 58,774
REGIONS FINL CORP NEW SR GLBL 32,897 33,117
SABEY DATA CENTER 15,000 14,780
STACK INFRASTRUCTURE SER 2021 15,000 14,890
SUTHERLAND COML MTG 4,708 4,436
TTX 31,944 26,042
TEXAS ELEC MKT STABILIZATION 7,954 7,925
TRICON 23,436 22,355
TRICON RES TR 19,906 19,793
UBS COMM MTG 8,104 7,664
US TREASURY BOND 3.625% 552,434 496,524
US TREASURY BOND 2.00% 340,232 260,988
US TREASURY NOTE 1.875% 640,900 669,045
US TREASURY NOTE 2.25% 169,765 177,536
US TREASURY NOTE 1.5% 608,020 643,118
VERIZON COMMUNICATIONS INC GLBL NT 33,916 28,394
WASTE MANAGEMENT 40,817 43,673
WELLS FARGO & CO NEW SR 65,055 65,380
ALBEMARLE CORP SR 12/01/2044 10,610 9,127
CAMPBELL SOUP CO SR NT 4/24/2030 11,974 13,794
CHASE AUTO OWNER 29,996 30,804
CHASE HOME LENDING 13,896 14,606
DUKE ENERGY 72,481 74,125
PIONEER NAT RES CO 42,517 45,347
RTX CORPORATION 76,248 67,587
TAPESTRY INC SR NT 29,963 30,798
US TREASURY NOTE 3.875% 361,647 367,010
CAMPBELL SOUP CO SR NT 3/23/2035 59,234 57,987
CAPITAL ONE PR AR TR SER 2024 69,999 71,117
DISNEY WALT CO SR GLBL NT 16,258 16,309
ENERGY TRANSFER LP SR GLBL NT 65,067 66,798
FEDL NATL MTG ASSN GTD REMIC 2025 58,143 58,554
GREATAMERICA REC TR SER 2024 19,998 20,379
GREENSKY HME IMP 15,000 15,394
HEWLETT PACKARD ENT CO SR NT 34,586 34,692
KROGER 59,640 60,331
KUBOTA OWNER TR 2024-2 14,998 15,394
M & T EQUIPMENT LLC 14,998 15,302
NISOURCE INC SR GLBL NT 66,251 67,007
REGIONS FINANCIAL CORP NEW SR NT 40,226 41,202
TRUIST FINL CORP 68,322 71,322
US BANCORP MEDIUM TERM NTS 72,152 75,551
US TREASURY NOTE 4.25% 331,310 336,735
US TREASURY NOTE 4.25% 99,756 101,073
WELL FAR COML MTG TR SER 2024 24,607 25,216
APTARGROUP 3/30/31 19,983 20,141
BANK 2019 11,961 11,303
BANK 2025 70,000 70,081
CB RICHARD ELLIS SVCS 1/15/33 30,019 30,144
EXELON CORP SR NOTE 35,436 36,132
FEDERAL HOME LN MTG CORP MULTICLASS 4/25/36 24,485 24,787
FEDERAL NATL MTG ASSN GTD PASSTHRU 7/25/32 47,021 46,682
FEDERAL NATL MTG ASSN GTD PASSTHRU 9/1/36 92,131 93,686
GOV NATL MTG ASSN 5/16/40 35,021 35,322
GOV NATL MTG ASSN 3/16/65 33,847 34,174
GOV NATL MTG ASSN 5/16/42 39,007 39,510
US TREASURY BOND 5/15/53 95,016 93,067
US TREASURY BOND 8/15/43 62,539 62,108
WELLS FARGO COML MTG SER 2025 36,050 37,060
META PLATFORMS SR NT 10,046 10,080

TY 2025 InvestmentsCorpStockSchedule
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC CLASS A 59,412 122,613
EATON CORP PLC 37,889 136,959
ICON PLC 73,299 94,754
AMGEN INC 51,741 100,484
AMN HEALTHCARE SERVICES 81,689 28,762
ATLANTIC UN BANKSHARES 79,872 84,191
AGREE REALTY 60,546 67,780
BALCHEM CORP 27,264 54,443
BLACKBAUD INC 54,443 56,545
BLACKROCK INC 59,778 181,958
BROADRIDGE FINL SOLUTIONS INC 70,925 202,862
BROWN & BROWN 32,675 39,292
BURLINGTON STORES INC 60,379 144,425
CACI INTL INC CL A 43,099 111,357
CARLISLE COS INC 30,200 83,804
CASEY'S GENERAL STORE 23,091 87,881
CHEVRON CORP 41,400 172,681
CISCO SYSTEMS 23,617 94,670
CONOCOPHILLIPS 73,531 136,764
CULLEN FROST BANKERS 151,394 229,833
DIODES 76,228 64,882
DORMAN PRODUCTS INC 27,514 55,805
ENERSYS 41,751 85,702
EXLSERVICE HOLDINGS 44,816 102,917
FORTUNE BRANDS HOME & SEC INC 67,838 59,874
FRANKLIN ELEC INC 26,055 57,700
ICF INTL INC COM 78,271 76,514
IDACORP 73,824 119,473
JOHNSON & JOHNSON 98,806 181,081
JONES LANG LASALLE INC 29,058 88,155
JP MORGAN CHASE & CO 21,121 219,110
LOCKHEED MARTIN 53,332 95,283
LAMAR ADVERTISING CO 129,908 171,642
LITTLEFUSE INC 166,285 223,834
MARKEL CORP 53,550 116,081
MICROSOFT CORP 5,537 79,797
MOELIS 75,372 92,936
MOLINA HEALTHCARE 75,133 46,162
NEXSTAR BROADCASTING GROUP INC 18,975 69,037
NEXTERA ENERGY 66,595 179,346
OLLIES BARGAIN OUTLT HLDGS 41,291 102,924
PAYCHEX INC 45,510 86,379
PEPSICO 64,378 164,904
POWER INTEGRATIONS 108,427 53,488
PROCTOR & GAMBLE 31,995 71,798
PTC INC 34,552 97,558
QUALLCOMM INC 74,938 89,972
QUALYS INC COM 53,251 66,982
ROBERT HALF INTL INC 96,734 54,890
RPM INTL INC 87,186 166,608
SELECTIVE INS GROUP 45,647 85,260
STIFEL FINL CORP 24,771 116,830
TJX COS INC 34,756 92,320
TETRA TECH INC 34,102 97,199
TEXAS INSTRUMENTS 11,873 79,805
TRACTOR SUPPLY CO 17,631 75,615
TRAVELERS CO 22,961 105,872
UMB FINL CORP 33,015 66,378
UNITED PARCEL SERVICE 76,516 65,763
US BANCORP 37,231 82,014
VERIZON COMMUNICATIONS 85,911 76,287
XCEL ENERGY 51,245 131,102
ENPRO 45,965 93,147
ONTO INNOVATION 77,497 99,610
REVVITY 63,227 82,044
WYNDHAM HOTELS 54,567 61,204
ENOVIS CORPORATION 111,358 61,032
ABBOTT LABORATORIES COM 83,104 103,114
EOG RES INC COM 99,112 85,793
INTEGER HLDGS CORP COM 91,754 68,862
LOWES COS INC COM 100,469 112,863
MONDELEZ INTL INC CL A 60,959 48,985
NORTHERN OIL AND GAS INC MN COM 90,300 54,405
PERMIAN RESOURCES CORP CLASS A COM 102,015 93,580
STARBUCKS CORP COM 71,587 77,978
STATE STR CORP COM 74,160 128,881
LINDE PLC SHS 37,672 37,949
AAON INC COM 77,045 59,475
BERKSHIRE HATHAWAY CL B 79,016 79,419
BROADCOM INC COM 72,523 131,864
CIGNA GROUP 53,276 53,119
CAVA GROUP INC 55,347 58,866
CHEWY INC 53,510 52,847
COUSINS PPTYS INC 25,387 25,703
CROWN CASTLE INC 57,681 58,032
DISNEY WALT CO COM 82,953 83,166
DOMINOS PIZZA INC COM 61,245 59,605
DYNATRACE INC COM 57,032 55,432
EASTGROUP PPTYS INC COM 57,246 60,211
META PLATFORMS INC 21,028 21,123
JACOBS SOLUTIONS 52,050 51,394
MARZETTI COMPANY 67,742 65,275
LINCOLN ELEC HLDGS INC 59,930 77,164
MANHATTAN ASSOCS INC COM 73,129 62,565
PAYPAL HLDGS INC COM 53,581 50,732
PHILIP MORRIS INTL INC COM 104,432 105,864
QUEST DIAGNOSTICS INC COM 113,226 106,027
RELIANCE INC COM 140,939 141,546
SALESFORCE INC 91,939 93,513
SOUTHERN CO COM 51,248 52,058
SOUTHSTATE BK CORP COM 122,199 150,294
TOPBUILD CORP COM 42,895 60,075
ZIMMER BIOMET HOLDINGS INC 77,376 76,612

TY 2025 InvestmentsOtherSchedule2
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABSOLUTE CONVERTIBLE ARBITRAGE FUND AT COST 375,719 390,652
MANNING & NAPIER RAINER INT AT COST 503,170 853,902
MFS GLOBAL REAL ESTATE FUND AT COST 814,061 784,413
T ROWE PRICE BLUE CHIP GRWTH FD AT COST 286,821 1,367,591
VANGUARD DEVELOPED MARKETS AT COST 984,356 1,418,236
VANGUARD 500 IDX FD AT COST 3,002,245 8,471,497
JP MORGAN HEDGED EQUITY FUND AT COST 1,781,673 2,665,339
GOLDMAN SACHS GQG PARTNERS AT COST 2,021,478 2,162,259
OIL MINERAL & GAS INTEREST AT COST 1 4
JP MORGAN EXCHANGE TRADED FUND AT COST 986,898 1,007,996
VANGUARD GROWTH INDEX FUND AT COST 806,047 1,378,590
DIMENSIONAL ETF TRUST INTL CORE EQT AT COST 423,232 505,148
GGQ PARTNERS EMERGING MARKETES AT COST 565,700 551,070

TY 2025 LegalFeesSchedule
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 23,735 23,735 23,735 0


TY 2025 OtherDecreasesSchedule
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Description Amount
WASH SALE/TIMING DIFFERENCE 18,778


TY 2025 OtherExpensesSchedule
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 304,046 304,046 304,046 0
FOREIGN CONVERSION 110 110 110 0
MINERAL FEES 96 96 96 0


TY 2025 TaxesSchedule
Name:
MARVIN AND VIRGINIA SCHMID FOUNDATION
EIN:
47-0800637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 14,928 14,928 14,928 0
FEDERAL ESTIMATED TAX PAYMENTS 32,800 0 0 0
FEDERAL TAX DUE 14,202 0 0 0