2025-01-23T07:19:18-08:00 2024-08-31 113270062 BORNEMAN & ASSOCIATES CPA PC 17 Conklin Street 2nd Floor Farmingdale NY 11735 990PF 2023-09-01 266696622 CHARLES T SCHULZE FOUNDATION CHAR 5168640770 17 CONKLIN STREET 3 FARMINGDALE NY 11735 CHARLES T SCHULZE Trustee 2025-01-23 true true JAMES BORNEMAN CPA P00175486 5168640770 2023 2024-10-15 13:58:12Z X 824982 X X 16585 16585 16585 75419 280060 75419 28658 28658 28658 120662 120662 45243 6711 6711 6711 6711 2836 2836 2836 2836 5455 5455 5455 5455 18 15020 15002 15002 15002 30000 30000 45020 15002 15002 45002 75642 105660 30241 1 1 789237 860727 824982 92906 92906 882144 953634 824982 0 X 882144 953634 882144 953634 882144 953634 882144 75642 957786 4152 953634 104.88 shares Ishares TR MSCI USA value P 2022-09-28 2023-06-08 954 936 18 18 236 shares Ishares MSCI EMG MKT P 2023-07-14 2023-12-20 9278 9683 -405 -405 10.729 shares Vanguard Index FDS Vanguard value P 2023-01-17 2023-07-17 1506 1491 15 15 312.137 shares Ishares TR MSCI USA value P 2022-01-10 2023-06-06 28401 35092 -6691 -6691 795.271 shares Vanguard Index FDS Vanguard value P 2021-06-28 2023-07-14 111127 108925 2202 2202 1518 shares Reata Pharmaceuticals Inc P 2017-10-19 2023-03-01 126830 48514 78316 78316 Capital Gain Dividends 1964 75419 -372 1469 1469 1469 X 15 1484 0 false false false false false false false false true NY true false false false false true N/A SCHULZE FAMILY OFFICE 5168640770 8065 LEESBURG PIKE STE 300 VIENNA VA 22182 false false false false false false false false false false false false false false false false false false false false false false CHARLES T SCHULZE 8065 LEESBURG PIKE STE 300 VIENNA VA 22182 Trustee 0.00 0 THEODORE M SCHULZE 8065 LEESBURG PIKE STE 300 VIENNA VA 22182 Trustee 0.00 0 OLIVER W SCHULZE 8065 LEESBURG PIKE STE 300 VIENNA VA 22182 Trustee 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1469 1469 1469 1469 0 45002 45002 0 39302 39302 45002 0 45002 84304 0 84304 39302 45002 CHARLES T SCHULZE X Hotchkiss School 11 Interlaken Road Lakeville CT 06039 PC Charitable Contribution 20000 BOYCE THOMPSON INSTITUTE 533 Tower Road Ithaca NY 14853 PC Charitable Contribution 10000 30000 16585 3442 25198 75419 120644 120644 false false false false false false false false false false 6711 6711 6711 6711 ORGANIZATION COSTS 92906 92906 Rental Expenses 18 Other Investment Income 25198 28658 28658 Rental Income - Noninvestment Property 3460 Investment fees- acct # 0028 96 96 96 96 Investment fees-acct# 1614 2740 2740 2740 2740 Foreign Taxes-National Financial # 1614 546 546 546 546 NYS Charitable Organizations 100 100 100 100 Taxes-IRS 4809 4809 4809 4809