2025-05-22T14:10:33-05:00 2024-12-31 381947639 SIEGFRIED CRANDALL PC 5220 LOVERS LANE SUITE 130 PORTAGE MI 49002 990PF 2024-01-01 383385788 STUCKI FAMILY FOUNDATION C/O GREENLEAF TRUST STUC 2693889800 211 SOUTH ROSE STREET KALAMAZOO MI 49007 MARCIA V STUCKI PRESIDENT 2696655281 2025-05-17 1 0 LORI A REMUND P01243697 2693814970 2025-05-13 2024 2025-03-06 01:10:19Z X 326417 X X 9461 9461 8424 77431 8424 17885 17885 0 0 0 1600 800 0 2265 2265 0 323 131 0 20 0 0 4208 3196 0 56000 56000 60208 3196 56000 -42323 14689 35979 32401 32401 283 294 283 283 131188 108439 186041 129165 113180 107692 296626 254303 326417 0 0 X 0 0 0 0 296626 254303 296626 254303 296626 254303 296626 -42323 0 254303 0 254303 TROWE PRICE EMERGING MKTS DISCOVERY 2024-04-25 2024-12-19 3000 2938 62 62 VANGUARD SHORT TERM CORPORATE BOND 2023-12-20 2024-04-25 1129 1140 -11 -11 VANGUARD INTERMEDIATE TERM 2023-12-20 2024-04-25 11700 12152 -452 -452 MATTHEWS PACIFIC TIGER FUND 2024-04-25 2818 3077 -259 -259 VITRAS ALPHASIMPLEX MANAGED FUTURES 2024-04-25 1600 2135 -535 -535 VANGUARD SHORT TERM CORPORATE BOND 2024-12-19 9740 10039 -299 -299 VANGUARD SHORT TERM CORPORATE BOND 2024-04-25 2231 2380 -149 -149 VANGUARD S/T INFLATION PROTECTED 2018-05-11 2024-12-19 5825 5840 -15 -15 VANGUARD INTERMEDIATE TERM TREASURY 2024-12-19 4095 4837 -742 -742 TOUCHSTONE SANDS CAPITAL SELECT 2022-04-20 2024-04-25 1300 1130 170 170 STERLING CAPITAL EQUITY FUND 2022-04-20 2024-04-25 1170 673 497 497 PEAR TREE POLARIS 2020-03-25 2024-04-25 1000 661 339 339 MATTHEWS PACIFIC TIGER FUND 2024-04-25 6170 7857 -1687 -1687 ISHARES CORE S&P SMALLCAP 600 2017-04-18 2024-04-25 1044 675 369 369 ISHARES CORE S&P MIDCAP 400 2017-04-18 2024-04-25 2581 1522 1059 1059 ISHARES CORE S&P 500 2017-04-18 2024-04-25 8533 4001 4532 4532 ISHARES CORE MSCI EAFE EFT 2020-03-25 2024-04-25 1144 766 378 378 HARTFORD DIVIDEND 2017-04-18 2024-04-25 1690 1230 460 460 DELAWARE EMERGING MKTS 2024-12-19 2500 1878 622 622 WCM FOCUSED INTL GROWTH 2020-03-25 2024-04-25 1400 892 508 508 WILLIAM BLAIR LARGE CAP GR 2021-02-12 2024-04-25 1320 1101 219 219 DELAWARE EMERGING MKTS 2022-04-20 2024-04-25 2110 2083 27 27 CAPITAL GAINS DIVIDENDS P 3331 3331 3331 8424 204 0 204 0 204 300 0 0 0 300 0 96 96 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 314137 23209 0 337346 0 0 337346 5060 332286 16614 16614 204 204 16410 0 16410 0 16410 56000 0 56000 16410 0 0 13815 25234 14068 53117 56000 0 0 0 16410 39590 0 0 92707 0 0 0 0 0 0 0 92707 13815 25234 14068 39590 X DETROIT HORSE POWER 8425 W MCNICHOLS ROAD DETROIT MI 48221 NONE PC OPERATIONS 25000 KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL KALAMAZOO MI 49007 NONE PC OPERATIONS 6000 COMPASSION & CHOICES 101 SW MADISON ST 8009 PORTLAND OR 97207 NONE PC OPERATIONS 5000 THE LIVESTOCK CONSERVANCY PO BOX 477 PITTSBORO ST NC 27312 NONE PC OPERATIONS 2500 KALAMAZOO NONPROFIT ADVOC COALITION 315 W MICHIGAN AVE KALAMAZOO MI 49007 NONE PC OPERATIONS 9000 KALAMAZOO COMMUNITY FOUNDATION 402 W MICHIGAN AVE KALAMAZOO MI 49007 NONE PC OPERATIONS 5000 MICHIGAN FESTIVAL OF SACRED MUSIC PO BOX 50566 KALAMAZOO MI 49005 NONE PC OPERATIONS 2500 FLOYD COUNTY HUMANE SOCIETY 2136 FRANKLIN PIKE SE FLOYD VA 24091 NONE PC OPERATIONS 1000 56000 0 14 9461 18 8424 0 17885 0 17885 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 1600 800 0 VANGUARD INTRMDT TERM TREASURY ADM 53014 48402 VANGUARD SHORT TERM CORP BOND 43933 42983 ISHARES 7-10 YEAR TREASURY BONDS 5473 5547 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND 10760 10760 DELAWARE EMERGING MRKTS FD 4509 6991 HARTFORD DIVIDEND GROWTH FUND 4801 7039 ISHARES CORE MSCI EAFE ETF 7423 10893 ISHARES CORE S&P 500 INDEX 32953 82415 ISHARES CORE S&P MIDCAP 400 5354 11216 ISHARES CORE S&P SMALLCAP 600 3828 7489 PEAR TREE POLARIS FOREIGN VALUE 5463 7754 STERLING CAPITAL EQUITY 4157 5875 TOUCHSTONE SANDS CAP GRWTH FD 4614 8259 WCM FOCUSED INTL GROWTH FUND 5275 7454 WILLIAM BLAIR LARGE CAP GR-R6 6044 7879 ISHARES CONVERTIBLE BOND 3513 3824 ISHARES PREFERRED & INCOME SECURITIES 3434 3458 VIRTUS ALPHASIMPEX MANAGED FUNDS 10139 8459 T ROWE PRICE EMERGING MARKETS DISCOVERY STOCK FUND 6932 7036 FILING FEES 20 0 0 GREENLEAF TRUST - ADVISORY FEES 2265 2265 0 FOREIGN TAXES PAID 131 131 0 EXCISE TAX BASED ON INVESTMENT INCOME 192 0 0