Cause IQ organization profile

J P and Maude V Schroeder Memorial Trust

Form 990s | Financials | Vendors | Peers

J P and Maude V Schroeder Memorial Trust is a private foundation based in Milwaukee, WI that was founded in 1991. As of 2018 they had $50,605 in revenue and $794,990 in assets.

Previous legal names or variations of their name include: Moe Irmajean O Ttee.

EIN:

91-6306402

City:

Milwaukee

State:

Wisconsin

Founded:

1991

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$50,605

Assets:

$794,990

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for J P and Maude V Schroeder Memorial Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Dec 16, 2019	990PF	View PDF
2017-12	Sep 12, 2018	990PF	View PDF
2016-12	Oct 5, 2017	990PF	View PDF
2015-12	Sep 9, 2016	990PF	View PDF
2014-12	Sep 23, 2015	990PF	View PDF
...and three more Form 990 PDFs

Financials for J P and Maude V Schroeder Memorial Trust

Field	2017	2016	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$15,786	$14,358	9.9%
Net rental income	$7,884	$-3,926	300.8%
Net gain from sale of non-inventory assets	$15,286	$5,167	195.8%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$7,330	$2,226	229.3%
Total revenues	$50,605	$23,205	118.1%

Field	2017	2016	% Change
Compensation of current officers, etc.	$10,382	$9,775	6.2%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$1,279	$3,632	-64.8%
Accounting fees	$1,650	$1,500	10%
Other fee-for-service	$0	$0
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$38,000	$29,270	29.8%
All other expenses	$5,318	$5,954	-10.7%
Total expenses	$56,629	$50,131	13.0%

Field	2017	2016	% Change
Cash (non-interest-bearing)	$1,516	$624	142.9%
Savings, short-term investments, etc.	$29,203	$6,585	343.5%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$410,386	$299,162	37.2%
Investments in corporate bonds	$174,293	$180,317	-3.3%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$179,279	$134,182	33.6%
Buildings, equipment, etc. post-depreciation	$0	$179,980	-100%
Other assets	$313	$775	-59.6%
Total assets	$794,990	$801,625	-0.8%

Field	2017	2016
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2017	2016
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for J P and Maude V Schroeder Memorial Trust

Vendor	Services	Amount paid	Date
Pricewaterhousecoopers LLP	Tax accounting		2018-04-13

Peer private foundations

	Name	Type	Revenue	Location
1	Robert W and Caroline A Fernstrum Scholarship Foundation	501(c)(3)	$32,133	Marinette, WI
2	A K Stephenson Foundation Charitable Trust Agy	501(c)(3)	$108,278	Milwaukee, WI
3	First Luth Church-Bottineau Foundation 60031540	501(c)(3)	$20,541	Milwaukee, WI
4	J B Steinbach SCH Fund	501(c)(3)	$85,510	Milwaukee, WI
5	Myrta E Otterdale Memorial Scholarship Fund	501(c)(3)	$69,550	Milwaukee, WI
6	Franks Foundation Fund	501(c)(3)	$24,819	Milwaukee, WI
7	Florence Trow Trust 020203	501(c)(3)	$26,724	Beloit, WI
8	John Junell Trust Uw	501(c)(3)	$95,883	Milwaukee, WI
9	J R and E Morgan Dec'd Fbo Uoms	501(c)(3)	$246,544	Milwaukee, WI
10	Bob and Evelyn Veach Found	501(c)(3)	$41,116	Milwaukee, WI
11	Joann Hamilton Memorial Fund	501(c)(3)	$93,479	Milwaukee, WI
12	Terrell Otis D and Emma A Endowment	501(c)(3)	$18,912	Milwaukee, WI
13	Myron Frutiger Trust	501(c)(3)	$148,106	Milwaukee, WI
14	Marguerite V Brown	501(c)(3)	$59,161	Milwaukee, WI
15	Hiatt Charitable Trust	501(c)(3)	$40,557	Milwaukee, WI
16	Ward Scholarship Fund	501(c)(3)	$15,567	Green Bay, WI
17	Tucker-Maxon Oral SCH R-Tucker Fund	501(c)(3)	$37,613	Milwaukee, WI
18	Marjorie S Blaar Dec'd	501(c)(3)	$24,922	Milwaukee, WI
19	O G Duncan Charit Rem Unitrust	501(c)(3)	$46,074	Milwaukee, WI
20	Preisler Elma Trust for Peace Haven	501(c)(3)	$46,362	Milwaukee, WI
21	Harry Steenbock Test TR S3 A7	501(c)(3)	$13,520	Milwaukee, WI
22	Hiram V Rice Foundation Us Bank	501(c)(3)	$32,181	Milwaukee, WI
23	Lord Educational Fund	501(c)(3)	$246,701	Milwaukee, WI
24	Jane Buttrey Memorial Trust	501(c)(3)	$70,334	Milwaukee, WI
25	Foster James TR for Sluh	501(c)(3)	$114,830	Milwaukee, WI

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Cause IQ organization profile

J P and Maude V Schroeder Memorial Trust

Form 990s for J P and Maude V Schroeder Memorial Trust

Financials for J P and Maude V Schroeder Memorial Trust

Vendors for J P and Maude V Schroeder Memorial Trust

Peer private foundations

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