2025-03-20T11:57:59-04:00 2024-12-31 208213206 ABEL KRIEGER & WILMETH CPA'S 73-350 EL PASEO SUITE 201 PALM DESERT CA 92260 990PF 2024-01-01 431310425 NORMAN C SCHULTZ FOUNDATION NORM 4153509890 74215 DESERT ROSE LANE INDIAN WELLS CA 92210 NORMAN C SCHULTZ TRUSTEE 4153509890 2025-03-12 true false ROBERT D WILMETH JR P00352073 7603467413 2025-03-10 2024 2025-03-06 01:10:19Z X 1655203 X 62500 60461 60461 60461 39073 39073 39073 1052 1052 1052 163086 100586 61513 2450 1225 1225 75 75 46508 23263 23262 49033 24488 24562 98250 98250 147283 24488 122812 15803 76098 61513 34274 9 34474 23871 39474 39474 545051 545051 878617 857510 857510 702638 1460706 1442044 1655203 0 X 1460706 1476509 1460706 1476509 1460706 1476509 1460706 15803 1476509 1476509 39073 1058 1058 1058 600 600 X 1 459 false false false false false false false true true CA true false false false false true N/A NORMAN C SCHULTZ 4153509890 74215 DESERT ROSE LANE INDIAN WELLS CA 92210 false false false false false false false false false false false false false false false false false false false false NORMAN C SCHULTZ 74215 DESERT ROSE LANE INDIAN WELLS CA 92210 TRUSTEE 2.00 0 0 0 NONE NONE N/A 1588014 34374 0 1622388 1622388 24336 1598052 79903 79903 1058 1058 78845 78845 78845 122812 122812 78845 157300 105000 55710 58882 43573 420465 122812 78845 43967 464432 0 157300 307132 105000 55710 58882 43573 43967 NONE X ARCH PO BOX 1292 KETCHUM ID 83340 CHARITABLE 12500 BARSTOW SCHOOL 11511 STATE LINE KANSAS CITY MO 64114 CHARITABLE 12500 CEDARS-SINAI 6500 WILSHIRE BLVD 1600 LOS ANGELES CA 90048 CHARITABLE 25000 DESERT SCHOLARSHIP FOUNDATION-VALLE 13601 W MCMILLAN RD BOISE ID 83713 CHARITABLE 1000 ST LUKE'S WOOD RIVER FOUNDATION 100 HOSPITAL DR KETCHUM ID 83340 CHARITABLE 5000 SUN VALLEY MUSIC FESTIVAL PO BOX 1914 SUN VALLEY ID 83353 CHARITABLE 12500 SUN VALLEY MUSEUM PO BOX 656 SUN VALLEY ID 83353 CHARITABLE 3650 TEMPLE B'NAI JEHUDAH 12310 NALL AVE OVERLAND PARK KS 66209 CHARITABLE 1100 UCLA HEALTH 1250 16TH ST SANTA MONICA CA 90404 CHARITABLE 25000 98250 14 60461 14 1052 14 39073 100586 100586 false false false false false false false false false false X X 1 NORMAN SCHULTZ 74215 DESERT ROSE INDIAN WELLS CA 922107376 50000 X ACCOUNTANT 2450 1225 1225 PFFD: GLOBAL X US PREFERRED ETF 154340 117060 VWETX: VANGUARD LT INV GR ADMIRAL 703170 585578 VGHAX: VANGUARD HEALTHCARE ADMIRAL 50379 75996 VPMAX: VANGUARD PRIMECAP ADMIRAL CL 41568 129104 MAA: MID-AMERICA APARTMENT COMM. 50550 115928 VHYAX: VANGUARD HIGH DIV YIELD 148519 221697 VDIGX: VANGUARD DIV GROWTH INV CL 174933 234415 REALTY INCOME CORP 45828 59201 VDC: VANGUARD CONSUMER STAPLES ETF 33274 42276 EXPENSES OFFICE EXPENSE AND COMPUTER 11125 5563 5562 CONSULTING 8400 4200 4200 TRUSTEE FEE 27000 13500 13500 MISC ADJUSTMENT -17 VANGUARD NON DIVIDEND DISTS 1052 1052 1052 FORM RRF-1 75 75 IRS ESTIMATE