2023-05-11T10:16:06-05:00 2022-12-31 381947639 SIEGFRIED CRANDALL PC 246 EAST KILGORE ROAD PORTAGE MI 490025599 990PF 2022-01-01 383385788 STUCKI FAMILY FOUNDATION C/O GREENLEAF TRUST STUC 2693889800 211 SOUTH ROSE STREET KALAMAZOO MI 49007 MARCIA V STUCKI PRESIDENT 2696655281 2023-05-08 1 MARCIA STUCKI XXX-XX-XXXX 0 LORI A REMUND P01243697 2693814970 2023-04-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 349104 X 0 X 9036 9036 12217 69449 12217 21253 21253 0 0 0 1450 725 0 2520 2520 0 667 667 0 20 0 0 4657 3912 0 43500 43500 48157 3912 43500 -26904 17341 38981 37966 37966 4470 746 4470 4470 152332 151483 193722 150848 122084 112946 342907 316003 349104 0 0 X 0 0 0 0 342907 316003 342907 316003 342907 316003 342907 -26904 0 316003 0 316003 HARTFORD DIVIDEND & GROWTH 2017-04-18 2022-04-20 3950 2898 1052 1052 ISHARES AGENCY BOND 2022-04-20 6761 7371 -610 -610 ISHARES CORE S&P 500 INDEX 2022-04-20 14337 7900 6437 6437 ISHARES CORE S&P 500 INDEX 2017-04-18 2022-11-30 5954 3531 2423 2423 ISHARES CORE S&P MIDCAP 400 2017-04-18 2022-04-20 2431 1522 909 909 ISHARES CORE S&P SMALLCAP 600 2017-04-18 2022-04-20 1186 743 443 443 MFS EMERGING MARKETS DEBT FUND R6 2022-11-30 5975 7614 -1639 -1639 STERLING CAPITAL EQUITY INCOME 2020-03-25 2022-04-20 2840 1553 1287 1287 VANGUARD INTERMEDIATE TERM CORP BOND 2022-04-20 13480 14941 -1461 -1461 VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL 2022-11-30 8920 9159 -239 -239 CAPITAL GAINS DIVIDENDS P 3615 3615 3615 12217 241 0 241 0 241 320 0 0 0 320 0 79 79 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A GREENLEAF TRUST 2693889800 211 SOUTH ROSE STREET KALAMAZOO MI 49007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARCIA V STUCKI 2088 S 36TH ST GALESBURG MI 490539643 PRESIDENT 2.00 0 0 0 HEIDI E STUCKI 1643 S 36TH ST GALESBURG MI 490539643 SECRETARY/TR 1.00 0 0 0 J CHRISTOPHER STUCKI 1326 WASHINGTON ST EVANSTON IL 60202 V-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 342641 33136 0 375777 0 0 375777 5637 370140 18507 18507 241 241 18266 0 18266 0 18266 43500 0 43500 18266 0 0 13815 13815 43500 0 0 0 18266 25234 0 0 39049 0 0 0 0 0 0 0 39049 13815 25234 X KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL KALAMAZOO MI 49007 NONE PC OPERATIONS 6000 DETROIT HORSE POWER 8425 W MCNICHOLS ROAD DETROIT MI 48221 NONE PC OPERATIONS 27500 COMPASSION & CHOICES 101 SW MADISON ST 8009 PORTLAND OR 97207 NONE PC OPERATIONS 5000 MICHIGAN ENVIRONMENTAL COUNCIL 602 W IONIA STREET LANSING MI 48933 NONE PC OPERATIONS 5000 43500 0 14 9036 18 12217 0 21253 0 21253 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 1450 725 0 VANGUARD INTRMDT TERM TREASURY ADM 55606 50513 VANGUARD S/T INFLATION PROTECTED SEC 5840 5578 VANGUARD SHORT TERM CORP BOND 60638 56855 ASG MNGD FUTURES STRAT FD 14342 13181 DELAWARE EMERGING MRKTS FD 8469 9663 HARTFORD DIVIDEND GROWTH FUND 6032 7647 IQ MERGER ARBITRAGE 10634 10630 ISHARES CORE MSCI EAFE ETF 9864 12698 ISHARES CORE S&P 500 INDEX 44723 73000 ISHARES CORE S&P MIDCAP 400 6876 10885 ISHARES CORE S&P SMALLCAP 600 4503 7098 MATTHEWS PACIFIC TIGER FD 10933 9847 PEAR TREE POLARIS FOREIGN VALUE 6904 9001 STERLING CAPITAL EQUITY 4830 8005 TOUCHSTONE SANDS CAP GRWTH FD 6973 6021 WCM FOCUSED INTL GROWTH FUND 6570 8388 WILLIAM BLAIR LARGE CAP GR-R6 9830 7658 FILING FEES 20 0 0 GREENLEAF TRUST - ADVISORY FEES 2520 2520 0 FOREIGN TAXES PAID 133 133 0 EXCISE TAX BASED ON INVESTMENT INCOME 534 534 0