2025-11-11T10:55:20-06:00 2025-06-30 383635706 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990PF 2024-07-01 383498264 THE ART AND MARY SCHMUCKAL FAMILY FOUNDATION ARTA 2319463230 PO BOX 5745 TRAVERSE CITY MI 49696 BARBARA BENSON PRESIDENT/DIRECTOR 2319439285 2025-10-28 1 1 MICHAEL J LIPP CPA P00407256 2319463230 2025-10-28 2024 2025-03-06 01:10:19Z X 10524112 X X 2618 2618 189820 189820 117759 117759 76391 372539 1766087 372539 1051 1051 683787 683787 0 0 0 6114 3057 3056 24870 24870 0 7733 0 0 19528 19528 22435 21840 0 80680 69295 3056 523150 523150 603830 69295 526206 79957 614492 71976 29603 29603 173348 37355 37355 866939 498488 387979 368451 1215000 6440983 6633834 9238512 3642 3642 3642 7077928 7072885 10524112 2259 2259 2259 2259 X 2293311 2293311 0 0 4782358 4777315 7075669 7070626 7077928 7072885 7075669 79957 0 7155626 85000 7070626 WELLS FARGO LONG TERM 259986 201631 58355 58355 JPM MANAGED LONG TERM 914652 848784 65868 65868 JPM MANAGED SHORT TERM 381629 343133 38496 38496 CAPITAL GAINS DIVIDENDS P 209820 209820 209820 372539 8541 0 8541 0 8541 7400 0 0 0 7400 2 1143 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 EMERITUS BOARD MEMBER 0.00 0 0 0 WAYNE A PAHSSEN 7941 TRUESDALE LANE TRAVERSE CITY MI 49686 EMERITUS BOARD MEMBER 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 8830928 172744 1218642 10222314 0 0 10222314 153335 10068979 503449 503449 8541 8541 494908 0 494908 0 494908 526206 0 526206 494908 0 0 20779 59679 16947 97405 526206 0 0 0 494908 31298 0 0 128703 0 0 0 0 0 0 20779 107924 59679 16947 31298 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. 217 RECOVERY 945 E EIGHTH ST SUITE B TRAVERSE CITY MI 49686 PUBLIC CHARITY SUPPORT TRANSPORTATION SERVICES 3000 ACME CHRISTIAN THRIFT STORE & FOOD PANTRY 8925 M-72 WILLIAMSBURG MI 49690 PUBLIC CHARITY TO ASSIST WITH FOOD SUPPLIES FOR NEEDY FAMILIES 5000 BENZIE SENIOR RESOURCES 10542 MAIN ST HONOR MI 49640 PUBLIC CHARITY SUPPORT FOR THE SENIOR NUTRITION PROGRAM 10000 CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 PUBLIC CHARITY YOUTH SERVICES PROGRAM 10000 CRYSTAL COMMUNITY SKI CLUB 12500 CRYSTAL MOUNTAIN DR THOMPSONVILLE MI 49683 PUBLIC CHARITY MEMORIAL SCHOLORSHIP FUND 3000 FREEDOM SUMMIT ADVENTURES 45 FITZHUGH AVE SE GRAND RAPIDS MI 49506 PUBLIC CHARITY HUMAN TRAFFICKING SURVIVORS WEEKEND RETREAT 2500 FRIENDS OF ELK RAPIDS DISTRICT LIBRARY PO BOX 337 ELK RAPIDS ELK RAPIDS MI 49629 PUBLIC CHARITY SUPPORT RENOVATIONS OF LIBRARY 25000 FRIENDS OF FIFE LAKE PUBLIC LIBRARY 77 LAKECREST LN FIFE LAKE MI 49633 PUBLIC CHARITY TWO-STORY ADDITION TO ENHANCE CAPACITY 50000 GENERATIONS AHEAD 3962 N THREE MILE RD TRAVERSE CITY MI 49686 PUBLIC CHARITY PURCHASE BABY PANTRY ITEMS & PARENTING AND LIFE SKILLS CLASSES 3000 GIRL SCOUTS OF MICHIGAN SHORE TO SHORE 3275 WALKER AVE NW GRAND RAPIDS MI 49544 PUBLIC CHARITY STEM, OUTDOOR EXPLORATION, AND LIFE SKILLS PROGRAM SUPPORT 6000 GLEN ARBOR ARTS CENTER 6031 S LAKE ST PO BOX 305 GLEN ARBOR MI 49636 PUBLIC CHARITY SUPPORT YOUTH ARTS PROGRAM & SCHOLARSHIPS 1000 GRACE EPISCAPOL CHURCH 341 WASHINGTON ST TRAVERSE CITY MI 49684 PUBLIC CHARITY JUBILEE HOUSE SERVICES FOR HOMELESSS 10000 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 CONSERVATION DISTRICT 1450 CASS ROAD TRAVERSE CITY MI 49685 PUBLIC CHARITY FOOT BRIDGE EXPANSION PROJECT 15000 GRAND TRAVERSE DYSLEXIA ASSOCIATION 735 S GARFIELD AVE SUITE 100 TRAVERSE CITY MI 49686 PUBLIC CHARITY TUITIN ASSISTANCE FOR LOW INCOME FAMILIES 3000 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 25000 HABITAT FOR HUMANITY GT 618 S CREYTS RD STE A LANSING MI 49817 PUBLIC CHARITY CONSTRUCTION OF HOMES 20000 HOSPICE OF MICHIGAN 2366 OAK VALLEY DR ANN ARBOR MI 48103 PUBLIC CHARITY PATIENT CARE 20000 INLAND SEAS EDUCATION ASSOCIATION 101 DAME ST 218 SUTTONS BAY MI 49682 PUBLIC CHARITY SCHOLARSHIP FOR 2026 PROGRAMS 3000 LAKE LEELANAU ST MARY'S SCHOOL PO BOX 6 LAKE LEELANAU MI 49653 PUBLIC CHARITY AED PURCHASE 6800 LEELANAU COUNTY CANCER FOUNDATION PO BOX 266 NORTHPORT MI 49670 PUBLIC CHARITY FINANCIAL AID FOR COUNTY RESIDENTS 5000 MICHIGAN LEGACY ART PARK 12500 CRYSTAL MOUNTAIN DR THOMPSONVILLE MI 49683 PUBLIC CHARITY FUND EDUCATION PROGRAMS IN NW MI 2000 MID-MICHIGAN HONOR FLIGHT INC PO BOX 385 MECOSTA MI 49332 PUBLIC CHARITY HONOR FLIGHT/MISSION PROJECTS 5000 MT HOLIDAY INC 3100 HOLIDAY RD TRAVERSE CITY MI 49686 PUBLIC CHARITY FUNDING TOWARDS SNOWMAKING MACHINES 8000 MUNSON HEALTHCARE FOUNDATION 1150 MEDICAL CAMPUS DRIVE TRAVERSE CITY MI 49684 PUBLIC CHARITY GRANT ASSISTANCE 100000 NORTE YOUTH CYCLING PO BOX 781 TRAVERSE CITY MI 49685 PUBLIC CHARITY BUILDING RENOVATIONS 30000 NORTHWEST FOOD COALITION 1224 DAVIS AVE NW GRAND RAPIDS MI 49504 PUBLIC CHARITY GENERAL PURPOSE 2500 OLD TOWN PLAYHOUSE INC PO BOX 262 TRAVERSE CITY MI 49685 PUBLIC CHARITY UPGRADE OF MARY SCHMUCKAL THEATRE 50000 PARAKLESIS INC DBA PEACE RANCH 2570 HOOSIER VALLEY RD TRAVERSE CITY MI 49685 PUBLIC CHARITY TRAININGS SESSIONS FOR PROFESSIONALS WORKING WITH FAMILIES AND CHILDREN 5000 ST CLAIR BUTTERFLY FOUNDATION PO BOX 224 TRAVERSE CITY MI 49685 PUBLIC CHARITY LEARNING PLATFORM EXPANSION 2500 THE ROCK OF KINGSLEY 115 E BLAIR ST KINGSLY MI 49649 PUBLIC CHARITY INFRASTRUCTURE TECHNOLOGY IMPROVEMENTS 15000 THE SALVATION ARMY TRAVERSE CITY CORPS 1239 BARLOW ST TRAVERSE CITY MI 49686 PUBLIC CHARITY HOUSING ASSISTANCE PROGRAM 7500 TRAVERSE AREA RECREATION AND TRANSPORTATION TRAILS INC PO BOX 252 TRAVERSE CITY MI 49685 PUBLIC CHARITY TO SUPPORT TRAIL NETWORK 20000 TRAVERSE BAY CHILDREN'S ADVOCACY CENTER 2000 CHARTWELL DR STE 3 TRAVERSE CITY MI 49696 PUBLIC CHARITY EXPANSION OF THERAPY SERVICES 10000 TRAVERSE CITY BULLDOG ATHLETIC ASSOCIATION 204 W LOUISA ST LAKE LEELANAU MI 49653 PUBLIC CHARITY PURCHASE OF AED UNIT FOR SPORTS COMPLEX 2850 VFW POST 1518 GAYLORD 1905 S OTSEGO AVE GAYLORD MI 49735 PUBLIC CHARITY PLAYGROUND EXPANSION 5000 WOMEN'S RESOURCE CENTER GRAND TRAVERSE 720 S ELMWOOD STE 2 TRAVERSE CITY MI 49684 PUBLIC CHARITY BUILDING REPAIRS 2500 523150 0 14 2618 14 189820 16 76391 15 1051 18 372539 0 642419 0 642419 7 REIMBURSED GRANT EXPENSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6114 3057 3056 NONE 0 COMMERCIAL REAL ESTATE 1999-12-05 761600 478960 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 498488 263112 LAND 88400 0 88400 SEWER ASSESSMENT 16939 0 16939 AMER BALANCED FD, 11,911 SHS FMV 290077 437016 BOND FUND OF AMERICA, 12,016 SHS FMV 149757 136502 CAPITAL INCOME BLDR, 2,700 SHS FMV 161910 206231 CAPITAL WORLD BOND FD, 6,291 SHS FMV 117878 104486 CAPITAL WORLD GROWTH & INCOME FD, 2,175 SHS FMV 111834 154754 FIDELITY SALEM 500 INDEX, 189 SHS FMV 37286 40958 FIDELITY SALEM STR TR INTERNATIONAL INDEX FUND, 1,665 SHS FMV 76276 95450 FRANKLIN TEMPLETON ETF TRUST FRANKLIN FTSE CANADA, 1107 SHS FMV 33603 46217 FUNDAMENTAL INVS INC, 5,978 SHS FMV 341950 525143 GROWTH FUND AMERICA, 8,005 SHS FMV 389096 658005 INCOME FUND AMERICA INC, 13,470 SHS FMV 272394 358852 INTERMEDIATE BOND FD OF AMERICA, 18,114 SHS FMV 241329 229681 INVESCO QQQ TR, 284 SHS FMV 136818 156666 ISHARES 7 10 YEAR TREASURY, 2,609 SHS FMV 251976 249864 ISHARES CORE MSCI INTRNTNL, 630 SHS FMV 42998 47905 ISHARES CORE MSCI PACIFIC, 678 SHS FMV 43060 46579 ISHARES CORE MSCI, EMERGING MARKETS 5,553 SHS FMV 273904 333347 ISHARES INC, MSCI JAPAN ETF, 1,238 FMV 83781 92813 ISHARES MSCI EAFE ETF, 2,433 SHS FMV 145288 217486 ISHARES RUSSELL 1000, 599 SHS FMV 94908 116344 JPMORGAN TR II, 112,430 SHS FMV 112430 112430 NEW PERSPECTIVE FD, 6,543 SHS FMV 242860 456587 NEW WORLD FUND, 3,774 SHS FMV 226385 335618 SELECT SECTOR SPDR FUND SHS BEN CONSUMER, 105 SHS FMV 21611 22820 SELECT SECTOR SPDR TRUST COMMUNICATION SERVICES, 217 SHS FMV 20817 23551 SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY EST, 118 FMV 11007 10008 SELECT SECTOR SPDR TRUST THE INDUSTRIAL SELECT, 158 SHS FMV 21406 23308 SELECT SECTOR SPDR TRUST UTILITIES SELECT SECTOR, 263 SHS FMV 20961 21476 SELECT SECTOR SPDR TRUST, THE FINANCIAL SELECT SECTOR, 1,439 SHS FMV 64854 75360 SELECT SECTOR SPDR TRUST, THE HEALTHCARE SELECT, 148 SHS FMV 19725 19949 SHRT TERM BD FD AMER INC, 16,651 SHS FMV 165351 160183 SMALL CAP WORLD FD, 4,819 SHS FMV 247646 348949 SPDR S&P 500, 2,365 SHS FMV 521733 1461215 VANGUARD INTL EQUITY, 3,775 SHS FMV 253198 292562 VANGUARD SECTOR INDEX FDS, VANGUARD INFORMATION TECH ETF, 132 SHS FMV 74095 87553 VANGUARD TOTAL BOND, 12,842 SHS FMV 908804 945556 WASH MUTL INVS FD, 9,186 SHS FMV 404828 587088 OIL & GAS INTEREST 3642 3642 3642 PRIOR YEAR OUTSTANDING CHECKS 85000 OTHER 595 0 0 REPAIRS & MAINTENANCE 414 414 0 UTILITIES 4796 4796 0 NET PROPERTY TAXES 16630 16630 0 ROYALTY INCOME 1051 1051 1051 SECURITY DEPOSITS 2259 2259 INVESTMENT FEES 24870 24870 0 EXCISE TAX BASED ON INVESTMENT INCOME 7733 0 0