2026-01-14T13:44:20-08:00 2025-08-31 113270062 BORNEMAN & ASSOCIATES CPA PC 17 Conklin Street 2nd Floor Farmingdale NY 11735 990PF 2024-09-01 266696622 CHARLES T SCHULZE FOUNDATION CHAR 5168640770 17 CONKLIN STREET 3 FARMINGDALE NY 11735 CHARLES T SCHULZE Trustee 2026-01-14 true true JAMES BORNEMAN CPA P00175486 5168640770 2024 2025-03-06 01:10:19Z X 897704 X X 15742 15742 15742 14024 76992 14049 90 15380 15380 15380 45146 45171 31212 5421 5421 5421 5421 2992 2992 2992 2992 1963 1963 1963 1963 20850 20850 20850 20850 31226 31226 31226 31226 16500 16500 47726 31226 31226 47726 -2580 13945 860728 897704 897704 92906 92906 953634 990610 897704 0 X 953634 990610 953634 990610 953634 990610 953634 -2580 39556 990610 990610 8.609 shares Ishare Core MSCI Emerging MKTS P 2024-06-14 2024-10-29 486 456 30 30 11 shares Ishares MSCI EAFE ETF P 2024-06-14 2024-12-27 836 855 -19 -19 96.62 shares Ishares TR RUS 1000 GRW EFT P 2024-06-14 2024-10-29 97 85 12 12 37.121 shares Royce Microcap Investment class P 2023-12-14 2024-10-29 437 398 39 39 14.975 shares SPDR S & P International Small Cap P 2023-12-22 2024-10-29 484 473 11 11 5 shares Vanguard Developed Markets Index Fund P 2024-03-19 2024-12-27 240 250 -10 -10 0.043 shares Vanguard Index FDS Vanguard value P 2024-03-25 2024-10-29 7 7 1.432 shares VANGUARD Nelson Smallcap value P 2023-12-22 2024-10-29 31 29 2 2 422.391 shares Ishares Core MSCI Emerging Mkts P 2022-11-17 2024-10-29 23839 20580 3259 3259 42.081 shares Ishares TR RUS 1000 GRW EFT P 2023-07-14 2024-10-29 16264 11814 4450 4450 518.55 shares Royce Microcap Investment class P 2022-12-12 2024-10-29 6109 5450 659 659 580.338 shares SPDR S & P International Small Cap P 2022-11-17 2024-10-29 18762 16958 1804 1804 1.758 shares Vanguard Index FDS Vanguard value P 2023-03-27 2024-10-29 300 232 68 68 309.656 shares Vaughan Nelson Smallcap P 2022-12-12 2024-10-29 6651 5381 1270 1270 Capital Gain Dividends 2449 Wash Sale 25 14049 90 194 194 194 X 194 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 0 194 194 194 194 0 47726 47726 0 39302 45002 84304 47726 0 47726 132030 0 132030 39302 45002 47726 CHARLES T SCHULZE X Hotchkiss School 11 Interlaken Road Lakeville CT 06039 PC Charitable Contribution 10000 Macmillan Cancer Support UK 3rd Fl Bronze Blding 105 Sumner St London London UK SE1 9HZ PC Charitable Contribution 6500 16500 15742 3867 11513 525067 11575 2449 11575 33571 45146 false false false false false false false false false false Accounting Fees 5421 5421 5421 5421 ORGANIZATION COSTS 92906 92906 FUNDRAISING EXPENSES 20850 20850 20850 20850 Other Investment Income 11513 15380 15380 Rental Income - Noninvestment Property 3867 Investment fees- acct # 0028 147 147 147 147 Investment fees-acct# 1614 2843 2843 2843 2843 wire fees 2 2 2 2 Foreign Taxes-National Financial # 1614 379 379 379 379 NYS Charitable Organizations 100 100 100 100 Taxes-IRS 1484 1484 1484 1484