2025-10-09T16:06:51-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 463991075 Ronald and Janet Schutz Family Foundation % Foundation Source RONA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Janet Schutz President 8008391754 2025-10-02 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 985217 X 211090 2848 2848 21356 21356 39535 865011 594399 274829 618603 0 8533 8533 1253 53 7971 13 7958 17757 8599 7958 140000 140000 157757 8599 147958 117072 610004 0 84986 57907 57907 710626 854777 927310 795612 912684 985217 0 0 X 795612 912684 795612 912684 795612 912684 795612 117072 912684 912684 Publicly-traded Securities 865011 270612 594399 594399 594399 8479 8479 8479 1288 0 7200 8488 X 0 9 9 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Erik James Schutz Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Janet J Schutz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Kristin Leigh Schutz Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Matthew Karl Schutz Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Ronald Schutz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, VP 1.0 0 0 0 746826 110936 0 857762 0 857762 12866 844896 42245 42245 8479 8479 33766 33766 33766 147958 0 0 0 0 147958 33766 201902 90315 116771 106340 98253 613581 147958 33766 114192 727773 0 201902 525871 90315 116771 106340 98253 114192 Janet J Schutz Ronald Schutz X BLOOM EARLY LEARNING 17805 COUNTY RD 6 PLYMOUTH MN 55447 N/A PC Shirley Robinson Scholarship Fund 5000 CAN DO CANINES 9440 SCIENCE CENTER DR NEW HOPE MN 55428 N/A PC General & Unrestricted 3000 CENTER OF THE AMERICAN EXPERIMENT 12600 WHITEWATER DR MINNETONKA MN 55343 N/A PC General & Unrestricted 20000 INTERFAITH OUTREACH AND COMMUNITY PARTNERS 1605 COUNTY RD 101 N PLYMOUTH MN 55447 N/A PC Charitable Event 10000 INTERFAITH OUTREACH AND COMMUNITY PARTNERS 1605 COUNTY RD 101 N PLYMOUTH MN 55447 N/A PC 2024 Sleep Out 10000 MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE PO BOX 1881 MILWAUKEE WI 53201 N/A PC Ronald and Janet Schutz Endowed Scholarship Fund 10000 NORWAY HOUSE 913 EAST FRANKLIN AVE MINNEAPOLIS MN 55404 N/A PC General & Unrestricted 1000 ST PHILIP THE DEACON LUTHERAN CHURCH 17205 COUNTY RD 6 PLYMOUTH MN 55447 N/A PC General & Unrestricted 28500 ST PHILIP THE DEACON LUTHERAN CHURCH 17205 COUNTY RD 6 PLYMOUTH MN 55447 N/A PC Being Made Whole Capital Appeal 2024 25000 TEE IT UP FOR THE TROOPS INC 515 W TRAVELERS TRL BURNSVILLE MN 55337 N/A PC Charitable Event 7500 TEE IT UP FOR THE TROOPS INC 515 W TRAVELERS TRL BURNSVILLE MN 55337 N/A PC General & Unrestricted 5000 UPPER MIDWEST LAW CENTER 12600 WHITEWATER DR STE 140 MINNETONKA MN 55343 N/A PC General & Unrestricted 5000 VENN FOUNDATION 1900 BOHLAND AVE SAINT PAUL MN 55116 N/A PC General & Unrestricted 10000 140000 14 2848 14 21356 18 39535 63739 63739 false false false false false false false false false false X X 1 Schutz Janet J 865 Navajo Road Medina MN 55340 211090 X 1 ELI LILLY & CO LLY, 158 sh. 125203 2024-12-24 1 ECOLAB INC ECL, 360 sh. 85887 2024-12-24 AGREE REALTY CORP 3266 3734 AIR PRODS & CHEM INC 16973 16822 ALLIANT CORP 2277 2720 AMDOCS LIMITED 4212 3916 AMER FIN GRP HLD 3206 3560 AMERICAN ELECTRIC POWER INC 15913 14941 AMGEN INC 13033 11989 APPLE INC 14078 17029 AT&T, INC 14038 18717 ATMOS ENERGY CORP 2285 2785 AVERY DENNISON CORP 4390 4117 AVIENT 1665 1839 AVNET INC 2589 2773 BANK OF AMERICA CORP 15795 17272 BLACKROCK INC 15406 18452 BOOZ ALLEN HAMILTON HOLDING CO 5322 5277 BROADRIDGE FINANCIAL 5969 6331 CBOE HOLDINGS INC 2073 2149 CHEVRON CORP 12314 14339 CISCO SYSTEMS INC 17304 19418 CLOROX CO 18315 19489 CME GROUP, INC 17042 18114 CMS ENERGY CP 1599 1733 CONAGRA FOODS INC 1490 1415 CROWN CASTLE INTL 14578 11073 CVS CAREMARK CORP 10999 7407 DIGITAL RLTY TR INC 15464 18974 DT MIDSTREAM INC 2464 2486 DUKE ENERGY CO 14554 15730 ECOLAB INC 13706 15465 EQUITY LIFESTYLE PRP 1525 1532 EVERCORE PARTNERS INC 3648 5267 EXXON MOBIL CORP 11192 13769 FIRST FINANCIAL BANCORP 1125 1263 GEN DYNAMICS CP 12597 13438 GILDAN ACTIVEWEAR INC 3666 3623 GILEAD SCIENCES INC 16363 19213 GSK PLC 14897 13832 HARTFORD FINANCIALSERVICES GRO 4735 5361 HOME BANCSHARES INC 2310 2547 HOME DEPOT INC 14569 15949 HONEYWELL INTL 15918 16942 HUBBELL INCORPORATED 5027 5864 INSPERITY INC 1284 853 INTER PARFUMS INC 4539 4340 INTERNATIONAL BUSINESS MACHINE 14899 18026 JP MORGAN CHASE 12454 17019 LOCKHEED MARTIN CORP 11734 14092 LYONDELLBASELL INDUSTRIES NV 12429 9061 MARZETTI COMPANY COM 2643 2597 MCDONALD'S CORP 16096 16524 MEDTRONIC PLC 17284 15097 MERCK & CO INC 16006 13330 MERITAGE CORPORATION 1108 1077 MICROSOFT CORP 12512 15174 MORGAN STANLEY 15132 18355 NETAPP, INC 2156 2554 NEXTERA ENERGY, INC 12723 14266 NISOURCE INC 3697 5110 PACKAGING CORP AMER 4925 5853 PENSKE AUTOMOTIVE GROUP, INC 1362 1372 PEPSICO INC 14142 13990 PERRIGO CO PLC 5227 4396 PFIZER INC 14867 13902 PLAINS GP HOLDINGS LP 1494 1654 PNC FINANCIAL GROUP INC 13118 16585 PROCTER GAMBLE CO 16029 15759 PUBLIC STORAGE INC 15722 16170 QUEST DIAGNOSTICS 3951 4526 RESTAURANT BRANDS INTL 15047 14731 RPM INTERNATIONAL INC 2406 2707 SNAP ON INC 5335 6111 SOUTHERN CO 14356 14982 T-MOBILE US INC 14204 18321 TARGA RESOURCES CORP 4893 7140 TERRENO RLTY CORPCOM 2466 2425 TEXAS INSTRUMENTS INC 13188 13876 TEXAS ROADHOUSE, INC 2649 3248 THE COCA-COLA CO 13614 14258 THE HERSHEY COMPANY 14939 13040 TRACTOR SUPPLY CO COM 618 637 TRUIST FINANCIAL CORPORATION 12490 14749 U.S. PHYSICAL THERAPY INC 2037 2040 UNION PACIFIC 14624 14595 US BANCORP 15458 16836 VERIZON COMMUNICATIONS 15013 15636 VICTORY CAPITAL HOLDINGS, INC. 5837 8052 VISA INC 15332 18014 WAL-MART STORES INC 14412 20057 WATSCO INC 4677 5213 WILLIAMS COS 13758 20294 Administrative Fees 7933 7933 Bank Charges 13 13 State or Local Filing Fees 25 25 Investment Management Services 8533 8533 990-PF Estimated Tax for 2024 1200 Foreign Tax Paid 53 53