2024-11-14T07:55:36-06:00 2024-06-30 383635706 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990PF 2023-07-01 383498264 THE ART AND MARY SCHMUCKAL FAMILY FOUNDATION ARTA 2319463230 PO BOX 5745 TRAVERSE CITY MI 49696 BARBARA BENSON PRESIDENT/DIRECTOR 2319439285 2024-10-30 1 1 MICHAEL J LIPP CPA P00407256 2319463230 2024-10-30 2023 2024-10-15 13:58:12Z X 9899717 X X 3199 3199 110480 110480 120834 120834 77791 311006 2865354 311006 51622 51622 597141 597141 0 0 0 4621 2311 2310 21343 21343 0 14140 0 0 19528 19528 24636 23515 0 84268 66697 2310 445000 445000 529268 66697 447310 67873 530444 126609 71976 71976 211700 173348 173348 866939 478960 407507 387979 1215000 6260597 6440983 8435751 3642 3642 3642 7010055 7077928 9899717 2259 2259 2259 2259 X 2293311 2293311 0 0 4714485 4782358 7007796 7075669 7010055 7077928 7007796 67873 0 7075669 0 7075669 WELLS FARGO LONG TERM 223959 130519 93440 93440 JPM MANAGED LONG TERM 1604374 1554377 49997 49997 JPM MANAGED LONG TERM 934618 869452 65166 65166 CAPITAL GAINS DIVIDENDS P 102403 102403 102403 311006 7373 0 7373 0 7373 7040 0 0 0 7040 0 333 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 SCHMUCKALFOUNDATION.ORG PAUL SCHMUCKAL 2313579742 3582 COUNTRY CLUB DRIVE TRAVERSE CITY MI 49684 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA F BENSON 3838 RUSTIC MANOR COURT TRAVERSE CITY MI 49684 PRESIDENT 0.00 0 0 0 DONALD A SCHMUCKAL 2042 ARROWHEAD DRIVE TRAVERSE CITY MI 49686 VICE-PRESIDENT 0.00 0 0 0 EVELYN K RICHARDSON 6004 E GALLIVAN ROAD CEDAR MI 49621 SECRETARY 0.00 0 0 0 PAUL M SCHMUCKAL 3582 COUNTRY CLUB DRIVE TRAVERSE CITY MI 49684 TREASURER 0.00 0 0 0 PATRICK J WILSON 5349 LONE BEECH DRIVE TRAVERSE CITY MI 49685 ASST. SECRETARY 0.00 0 0 0 WAYNE A PAHSSEN 7941 TRUESDALE LANE TRAVERSE CITY MI 49686 ASST. TREASURER 0.00 0 0 0 KEVIN P SCHMUCKAL 4220 RIVER PARK COURT CUMMING GA 30041 DIRECTOR 0.00 0 0 0 JACOB RICHARDSON 6004 E GALLIVAN ROAD CEDAR MI 49621 DIRECTOR 0.00 0 0 0 ANDREW BENSON 3838 RUSTIC MANOR COURT TRAVERSE CITY MI 49684 DIRECTOR 0.00 0 0 0 MATTHEW BENSON 3838 RUSTIC MANOR COURT TRAVERSE CITY MI 49684 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 8043543 159273 1218642 9421458 0 0 9421458 141322 9280136 464007 464007 7373 7373 456634 0 456634 0 456634 447310 0 447310 456634 0 0 30103 59679 16947 106729 447310 0 0 0 447310 0 9324 9324 97405 0 0 0 0 0 0 0 97405 20779 59679 16947 EVELYN K RICHARDSON PO BOX 5745 TRAVERSE CITY MI 49696 2316325106 APPLICATION FORM AVAILABLE ON THE FOUNDATION'S WEB SITE. TWICE YEARLY PRIOR TO SEMI-ANNUAL GRANT CYCLES. DEADLINES ARE POSTED ON THE FOUNDATION'S WEB SITE. PREFERENCE IS GIVEN TO CHARITABLE AND EXEMPT ORGANIZATIONS WHICH ENHANCE THE WELL BEING OF CHILDREN, STRENGTHEN THE ECONOMIC ABILITY OF CITIZENS AND/OR CONTRIBUTE TO MORAL AND SPIRITUAL LIFE OF THE COMMUNITY. ACME CHRISTIAN THRIFT STORE & FOOD PANTRY 8925 M-72 WILLIAMSBURG MI 49690 PUBLIC CHARITY TO ASSIST WITH FOOD SUPPLIES FOR NEEDY FAMILIES 3000 ADDICTION TREATMENT SERVICES 1010S GARFLIED AVE TRAVERSE CITY MI 49686 PUBLIC CHARITY EXPANSION 10000 BENZIE AREA CHRISTIAN NEIGHBOR PO BOX 93 BENZONIA MI 49616 PUBLIC CHARITY FOOD ASSISTNCE 12000 BENZIE SENIOR RESOURCES 10542 MAIN ST HONOR MI 49640 PUBLIC CHARITY SUPPORT FOR THE SENIOR NUTRITION PROGRAM 5000 BIG BROTHERS BIG SISTERS 203 S LAFAYETTE ST GREENVILLE MI 48838 PUBLIC CHARITY FUND CHILD ABUSE PREVENTION, TRAMA CAR, MENTORING CLASSES 5000 BOTANICAL GARDEN SOCIETY OF NW MICHIGAN 1490 RED DR TRAVERSE CITY MI 49684 PUBLIC CHARITY COMPLETE CHILDREN'S SENSORY GARDEN MAZE 10000 CATHOLIC HUMAN SERVICES 1000 HASTINGS ST TRAVERSE CITY MI 49686 PUBLIC CHARITY MARRIAGE COUNSELING PROGRAM 10000 CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 PUBLIC CHARITY YOUTH SERVICES PROGRAM 10000 FREEDOM SUMMIT ADVENTURES 45 FITZHUGH AVE SE GRAND RAPIDS MI 49506 PUBLIC CHARITY HUMAN TRAFFICKING SURVIVORS WEEKEND RETREAT 5000 GENERATIONS AHEAD 3962 N THREE MILE RD TRAVERSE CITY MI 49686 PUBLIC CHARITY PURCHASE BABY PANTRY ITEMS & PARENTING AND LIFE SKILLS CLASSES 6000 GLEN ARBOR ARTS CENTER 6031 S LAKE ST PO BOX 305 GLEN ARBOR MI 49636 PUBLIC CHARITY SUPPORT YOUTH ARTS PROGRAM & SCHOLARSHIPS 4000 GRAND TRAVERSE AREA CATHOLIC SCHOOL 123 E ELEVENTH ST TRAVERSE CITY MI 49684 PUBLIC CHARITY SCHOLARSHIPS 4000 GRAND TRAVERSE BAY YMCA 3700 SILVER LAKE RD TRAVERSE CITY MI 49684 PUBLIC CHARITY CONSTRUCT MULTI-PURPOSE SPACE FOR TWEENS AND TEENS 25000 GRAND TRAVERSE DYSLEXIA ASSOCIATION 735 S GARFIELD AVE SUITE 100 TRAVERSE CITY MI 49686 PUBLIC CHARITY TUITIN ASSISTANCE FOR LOW INCOME FAMILIES 6000 GRAND TRAVERSE MEN'S SHED 3520 RENNIE SCHOOL ROAD TRAVERSE CITY MI 49685 PUBLIC CHARITY TO ASSIST WITH THE PURCHASE OF 2 AED DEFIBRILATORS 2000 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 2846 N THREE MILE RD TRAVERSE CITY MI 49686 PUBLIC CHARITY TO ASSIST WITH THE PROTECTION OF LAND ON OLD MISSION PENINSULA 5000 GREAT LAKES CHILDREN MUSEUM 13240 S WEST BAY SHORE DR TRAVERSE CITY MI 49684 PUBLIC CHARITY FUND EXPLORATION BASED EXHIBITS 15000 HABITAT FOR HUMANITY GT 618 S CREYTS RD STE A LANSING MI 49817 PUBLIC CHARITY CONSTRUCTION OF HOMES 20000 HOOP'S PET FOOD PANTRY 1239 WOODMERE AVE TRAVERSE CITY MI 49686 PUBLIC CHARITY PURCHASE FOOD & SUPPLIES 5000 INLAND SEAS EDUCATION ASSOCIATION 101 DAME ST 218 SUTTONS BAY MI 49682 PUBLIC CHARITY SCHOLARSHIP FOR 2025 PROGRAMS 5000 LEGACY AVIATION 2640 AERO PARK DR TRAVERSE CITY MI 49686 PUBLIC CHARITY SIMULATED EDUCATION EQUIPMENT FOR MAINTENANCE TECHNICIAN SCHOOL 12000 MICHIGAN LEGACY ART PARK 12500 CRYSTAL MOUNTAIN DR THOMPSONVILLE MI 49683 PUBLIC CHARITY FUND EDUCATION PROGRAMS IN NW MI 5000 MID-MICHIGAN HONOR FLIGHT INC PO BOX 385 MECOSTA MI 49332 PUBLIC CHARITY HONOR FLIGHT/MISSION PROJECTS 5000 MUNSON HEALTHCARE FOUNDATION 1150 MEDICAL CAMPUS DRIVE TRAVERSE CITY MI 49684 PUBLIC CHARITY GRANT ASSISTANCE 100000 NORTHWEST MI COMMUNITY ACTION 3963 THREE MILE RD TRAVERSE CITY MI 49686 PUBLIC CHARITY ASSISTING WITH MEALS TO STUDENTS 5000 NORTHWEST MICHIGAN SUPPORTIVE HOUSING 3588 VETERANS DR STE 1 TRAVERSE CITY MI 49684 PUBLIC CHARITY ELECTRICITY, WATER & GAS 5000 PENINSULA TOWNSHIP 13235 CENTER RD TRAVERSE CITY MI 49686 GOVERNMENT 2024 - CONSTRUCT UA BOARDWALK, GRAVEL TRAIL, SECTION OF BRIDGE & OVERLOOK 5000 SEEDS ECOLOGY & EDUCATION CENTER PO BOX 2454 TRAVERSE CITY MI 49685 PUBLIC CHARITY FUNDING FOR GROWING FOOD & REGENERATIVE FARMS 5000 SPECIAL OLYMPICS OF MI 160 68TH STREET SW GRAND RAPIDS MI 49548 PUBLIC CHARITY AREA ASSISTANCE FOR PROGRAMS 1000 ST MARY'S OF HANNAH 2912 M-113 KINGSLY MI 49649 PUBLIC CHARITY SCHOOL CAMPAIGN FINAL PAYMENT 25000 STEP UP NORTHERN MICHIGAN 3159 OGIDAKI TRL TRAVERSE CITY MI 49686 PUBLIC CHARITY PURCHASE FOOD, CLOTHING & PERSONAL HYGEINE ITEMS FOR TC HS PANTRY 5000 TART TRAILS 148 EAST FRONT SUITE 201 TRAVERSE CITY MI 49685 PUBLIC CHARITY TO ASSIST WITH THE CONSTRUCTION OF THREE MILE TRAIL 50000 TCAPS - LONG LAKE ELEMENTARY SCHOOL 7600 N LONG LAKE RD TRAVERSE CITY MI 49685 GOVERNMENT UPDATE ELEMENTARY SCHOOL LIBRARY COLLECTION 1000 THE MI MUSIC SCHOLARSHIP FUND 3003 GARFIELD RD N TRAVERSE CITY MI 49686 PUBLIC CHARITY MUSIC LESSONS 1000 THE ROCK OF KINGSLEY 115 E BLAIR ST KINGSLY MI 49649 PUBLIC CHARITY TO ASSIST WITH FREE AFTER SCHOOL PROGRAMS FOR 6-12 GRADES 5000 THE SALVATION ARMY 16130 NORTHLAND DR SOUTHFIELD MI 48075 PUBLIC CHARITY TO ASSIST WITH SUMMER DAY CAMP 5500 THOMPSONVILLE AREA REVITALIZATION PROJECT PO BOX 522 THOMPSONVILLE MI 49683 PUBLIC CHARITY SCHOOL CAMPAIGN 25000 TRAVERSE BAY AREA YOUTH SOCCER PO BOX 5034 TRAVERSE CITY MI 49696 PUBLIC CHARITY REPLACING SOCCER GOALS 5000 WOMEN'S RESOURCE CENTER GRAND TRAVERSE 720 S ELMWOOD STE 2 TRAVERSE CITY MI 49684 PUBLIC CHARITY ASPHALT REPAIR, FURNACE REPLACEMENT, WINDOWS & SECURITY SYSTEM 2500 WRITERS SERIES OF TRAVERSE CITY 3301 VETERANS DRIVE STE 214 TRAVERSE CITY MI 49684 PUBLIC CHARITY CREATIVE WRITING CLASSES, BATTLE OF THE BOOKS & WORKSHOPS 10000 445000 0 14 3199 14 110480 16 77791 15 51622 18 311006 0 554098 0 554098 7 REIMBURSED GRANT EXPENSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4621 2311 2310 NONE 0 COMMERCIAL REAL ESTATE 1999-12-05 761600 459432 SL 39.000000000000 19528 19528 LAND 1999-12-05 88400 L 0 0 SEWER ASSESSMENT 2006-02-06 16939 L 0 0 COMMERCIAL REAL ESTATE 761600 478960 282640 LAND 88400 0 88400 SEWER ASSESSMENT 16939 0 16939 AMER BALANCED FD, 12,314.66 SHS FMV 280598 425595 BOND FUND OF AMERICA, 15,614.18 SHS FMV 199475 174410 CAPITAL INCOME BLDR, 3,697.18 SHS FMV 210236 252259 CAPITAL WORLD BOND FD, 6,084.86 SHS FMV 114551 96080 CAPITAL WORLD GROWTH & INCOME FD, 3,230.53 SHS FMV 154534 211568 FUNDAMENTAL INVS INC, 5,400.24 SHS FMV 294609 438229 GROWTH FUND AMERICA, 7,348.31 SHS FMV 339928 542085 INCOME FUND AMERICA INC, 12,673.60 SHS FMV 252334 305434 INTERMEDIATE BOND FD OF AMERICA, 17,406.14SHS FMV 232453 214792 NEW PERSPECTIVE FD, 6,224.95 SHS FMV 223022 387877 NEW WORLD FUND, 3,641.28 SHS FMV 216115 291667 SMALL CAP WORLD FD, 4,788.99 SHS FMV 245600 318612 SHRT TERM BD FD AMER INC, 15,997.75 SHS FMV 159105 151179 WASH MUTL INVS FD, 8,333.77 SHS FMV 352267 503610 JPMORGAN TR II, 84,518.99 SHS FMV 84519 84519 FIDELITY SALEM 500 INDEX, 2,871.76 SHS FMV 126183 142927 ISHARES MSCI EAFE, 2,433 SHS FMV 145288 190577 ISHARES TRUST, MSCI UNITED KINGDOM, 885 SHS FMV 30117 30869 SPDR S&P 500, 2,365 SHS FMV 521733 1287080 VANGUARD INTL EQUITY, 760 SHS FMV 46534 50745 PGIM HIGH YIELD FUND, 17,432 SHS FMV 81250 81930 VANGUARD TOTAL BOND, 12,559 SHS FMV 882598 904876 ISHARES 7 10 YEAR TREASURY, 1,058 SHS FMV 99879 99082 FRANKLIN TEMPLETON ETF, 1,209 SHS FMV 36705 40484 INVESCO QQQ TR, 479.11 SHS FMV 143198 187811 ISHARES CORE MSCI, 4,659 SHS FMV 224822 249396 ISHARES CORE S&P MID CAP, 2,046 SHS FMV 114075 119732 ISHARES INC, MSCI EUROZONE ETF, 2,630 SHS FMV 129988 128410 ISHARES MSCI CHINA ETF, 928 SHS FMV 39949 39134 ISHARES MSCI EUROPE, 1,403 SHS FMV 31273 31371 ISHARES RUSSELL 1000, 626 SHS FMV 98909 109218 SHS BEN INT ENERGY EST, 415 SHS FMV 37713 37827 SELECT SECTOR SPDR TRUST, THE FINANCIAL SELECT SECTOR, 732 SHS FMV 30276 30093 SELECT SECTOR SPDR TRUST, THE HEALTHCARE SELECT, 280 SHS FMV 36467 40810 VANGUARD SECTOR INDEX FDS, VANGUARD INFORMATION TECH ETF, 58 SHS FMV 31095 33442 SCHWAB STRATEGIC TR, 1,098 SHS FMV 55423 57107 VANGUARD SHORT TERM BOND, 134 SHS FMV 10061 10276 ISHARES INC, MSCI JAPAN ETF, 1,973 SHS FMV 128101 134638 OIL & GAS INTEREST 3642 3642 3642 OTHER 1121 0 0 REPAIRS & MAINTENANCE 6513 6513 0 UTILITIES 1481 1481 0 NET PROPERTY TAXES 15521 15521 0 ROYALTY INCOME 930 930 930 MISCELLANEOUS 50692 50692 50692 SECURITY DEPOSITS 2259 2259 INVESTMENT FEES 21343 21343 0 EXCISE TAX BASED ON INVESTMENT INCOME 14140 0 0