2026-06-15T17:54:09-04:00 2025-12-31 208213206 ABEL KRIEGER & WILMETH CPA'S 73-350 EL PASEO SUITE 201 PALM DESERT CA 92260 990PF 2025-01-01 431310425 NORMAN C SCHULTZ FOUNDATION NORM 4153509890 6845 CALLE PORTONE RANCHO SANTA FE CA 92091 NORMAN C SCHULTZ TRUSTEE 4153509890 2026-06-03 true ROBERT D WILMETH JR P00352073 7603467413 2026-06-01 2025 2025-03-06 01:10:19Z X 1751919 X 10000 X 62366 62366 62366 77595 121744 59275 397 397 397 150358 122038 62763 75 37 38 2500 1250 1250 1659 1659 41609 20805 20804 45843 22092 23751 20100 20100 65943 22092 43851 84415 99946 62763 34474 35243 35243 39474 143648 143648 545051 499223 837215 857510 882810 735813 1476509 1560924 1751919 0 X 1476509 1560924 1476509 1560924 1476509 1560924 1476509 84415 1560924 1560924 59275 1389 1389 1389 1200 1200 X 2 191 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 000.00 0 0 0 NONE NONE N/A 1849073 32828 0 1881901 1881901 28229 1853672 92684 92684 1389 1389 91295 91295 91295 43851 43851 91295 105000 55710 58882 43573 43967 307132 43851 43851 47444 47444 259688 0 57556 202132 55710 58882 43573 43967 NONE X CEDARS-SINAI 6500 WILSHIRE BLVD 1600 LOS ANGELES CA 90048 PC CHARITABLE 2000 DESERT SCHOLARSHIP FOUNDATION-VALLE 13601 W MCMILLAN RD BOISE ID 83713 PC CHARITABLE 2000 ST LUKE'S WOOD RIVER FOUNDATION 100 HOSPITAL DR KETCHUM ID 83340 PC CHARITABLE 5000 TEMPLE B'NAI JEHUDAH 12310 NALL AVE OVERLAND PARK KS 66209 PC CHARITABLE 1100 UCLA HEALTH 1250 16TH ST SANTA MONICA CA 90404 PC CHARITABLE 10000 20100 14 62366 14 397 14 59275 18320 122038 18320 140358 false false false false false false false false false false ACCOUNTANT 2500 1250 1250 VANGUARD 9469 LT COV PURCHASE 62469 44149 18320 PFFD: GLOBAL X US PREFERRED ETF 154340 113460 VWETX: VANGUARD LT INV GR ADMIRAL 703170 597243 GAM PRB 25300 25110 VGHAX: VANGUARD HEALTHCARE ADMIRAL 50379 85247 VPMAX: VANGUARD PRIMECAP ADMIRAL CL 41568 143516 MAA: MID-AMERICA APARTMENT COMM. 50550 104183 VHYAX: VANGUARD HIGH DIV YIELD 148519 249358 VDIGX: VANGUARD DIV GROWTH INV CL 174933 212663 REALTY INCOME CORP VDC: VANGUARD CONSUMER STAPLES ETF 33274 42248 LEGAL FEES 75 37 38 EXPENSES OFFICE EXPENSE AND COMPUTER 8097 4049 4048 CONSULTING 9300 4650 4650 TRUSTEE FEE 22500 11250 11250 MISC ADJUSTMENT 1712 856 856 VANGUARD NON DIVIDEND DISTS 397 397 397 FORM RRF-1 IRS ESTIMATE 1200 1200 PRIOR YEAR TAXES PAID 459 459