2024-03-12T14:44:42-05:00 2023-10-31 020476956 Tyler Simms & St Sauveur CPAs PLLC 19 Morgan Drive Lebanon NH 03766 990PF 2022-11-01 222573793 Helmut Wolfgang Schumann Foundation Ethan Frechette/Stebbins Bradley PA HELM 6036433737 41 South Park Street Hanover NH 037550382 petra schumann Director 6036433737 2024-02-22 1 petra schumann 999009999 0 Virginia L McGrody CPA P00861785 6036530044 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2257861 X X 1979 1979 53352 53352 69546 464156 69546 391 391 125268 125268 30000 0 0 16235 16165 0 1366 502 0 47601 16667 0 86770 86770 134371 16667 86770 -9103 108601 33792 59685 59685 30008 15178 15178 1751246 1711454 1806646 388649 410108 376352 2203695 2196425 2257861 0 0 X 0 0 0 0 2203695 2196425 2203695 2196425 2203695 2196425 2203695 -9103 1833 2196425 0 2196425 Publicly Traded - ST 126513 125675 838 838 Publicly Traded - LT 296758 268935 27823 27823 Capital Gains Dividends P 40885 40885 40885 69546 1510 0 1510 0 1510 0 0 0 0 0 86 1596 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A Ethan Frechette Atty 6036433737 41 South Park Street Hanover NH 03755 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Eric R Schumann 7312 Douglas Avenue Racine WI 53402 Trustee 1.00 5000 0 0 Mary Schumann Drewek PO Box 253 Bridgewater Corners VT 05035 Trustee 1.00 5000 0 0 Claudia Jacobson 40034 Featherbed Lane Lovettsville VA 20180 Trustee 1.00 5000 0 0 Petra Schumann 510 Goodman Road Pacifica CA 94044 Trustee 1.00 5000 0 0 Alexandra Schumann Patchan 3242 Huntersworth Way Glenwood MD 21738 Trustee 1.00 5000 0 0 Daniel Schumann 12363 Sycamore Ridge Ct San Diego CA 92131 Trustee 1.00 5000 0 0 NONE 0 NONE 0 None 0 0 0 2325725 26452 0 2352177 0 0 2352177 35283 2316894 115845 115845 1510 1510 114335 0 114335 0 114335 86770 0 86770 114335 65214 0 0 86770 65214 0 0 21556 0 0 0 0 0 0 0 0 92779 0 0 0 X Alzheimber's Association 75 Talcott Road STE 40 Williston VT 05495 None General Support 200 Another Chance Ranch N 2567 WI-67 Neosho WI 53059 None General Support 5000 ArtSpan 934 Brannan Street San Francisco CA 94103 None General Support 1500 BARC 3200 Carr Houston TX 77026 None General Support 2000 Bethany Mennonite Church 169 VT-100A Bridgewater Corners VT 05035 None General Support 5000 Building Families for Children 7142 Columbia Gateway Drive 170 Columbia MD 21046 None General Support 2000 Caledonia Conservency 1210 5 Mile Road Franksville WI 53126 None General Support 3000 Covenant House 460 W 41st Street New York NY 10036 None General Support 1000 Doctors Without Borders 40 Rector Street 16th Floor New York NY 10006 None General Support 1000 Eco-Justice Center 7133 Michna Road Racine WI 53402 None General Support 1200 Feeding America 161 North Clark Street Suite 700 Chicago IL 60601 None General Support 1500 FINCA International 1201 15th St NW 800 Washington DC 20005 None General Support 1000 Fine Arts Museum of San Francisco 50 Hagiwara Tea Garden Dr San Francisco CA 94118 None General Support 300 Friends of Franklin Park Art Center 36441 Blueridge View Lane Purcellville VA 20132 None General Support 1000 Gathering Waters 211 S Paterson St Suite 270 Madison WI 53703 None General Support 2000 Grassroots Crisis Center Inc 8990 Old Annapolis Road Suite A Columbia MD 21045 None General Support 2000 Hope Works PO Box 92 Burlington VT 05402 None General Support 3000 House of Ruth 2201 Argonne Drive Baltimore MD 21218 None General Support 2000 International Rescue Committee 122 E 42nd Street New York NY 10168 None General Support 2000 Kinship Community Food Center 924 E Clarke Street Milwaukee WI 53212 None General Support 8000 KQED 2601 Mariposa Street San Francisco CA 94110 None General Support 500 Little Sisters of the Poor 300 Lake Street San Francisco CA 94118 None General Support 1000 Loudoun Empty Bowls 16 E Pennsylvania Ave Lovettsville VA 201808515 None General Support 2500 Lovettsville Elementary School PTO 49 S Loudoun Street Lovettsville VA 20180 None General Support 5000 Lucy MacKenzie Humane Society 4832 VT-44 West Windsor VT 05089 None General Support 2000 Margaret Jenkins Dance Company 3973 25th Street San Francisco CA 94114 None General Support 500 Marshall Middle School MMO 9700 Avenue of Nations San Diego CA 92131 None General Support 500 Maryland Food Bank 2200 Halethorpe Farms Road Baltimore MD 21227 None General Support 2000 Maryland Reentry Resource Center 77 West Street Suite 110 Annapolis MD 21401 None General Support 1000 Maryland SPCA 3300 Falls Road Baltimore MD 21211 None General Support 770 Mercy Corps 45 SW Ankeny Street Portland OR 97204 None General Support 500 Mercy Ships PO Box 1930 Garden Valley TX 75771 None General Support 4000 Milwaukee Ballet Company 128 N Jackson Street Milwaukee WI 53202 None General Support 3500 Oceana High School 401 Paloma Ave Pacifica CA 94044 None General Support 1000 Orphans Africa 2612 N 8th Street Tacoma WA 98406 None General Support 500 Pacifica Education Foundation 375 Reina del Mar Pacifica CA 94044 None General Support 1500 Pacifica Friends of the Library 104 Hilton Way Pacifica CA 94044 None General Support 500 Pacifica Performances 1220 Linda Mar Blvd Pacifica CA 94044 None General Support 1000 Racine Family YMCA 5801 Campus Drive Mt Pleasant WI 53406 None General Support 2000 Root Pike WIN 4116 12th Street Kenosha WI 53144 None General Support 2500 San Diego Zoo Wildlife Alliance 2920 Zoo Dr San Diego CA 92101 None General Support 4000 San Francisco Museum of Modern Art 151 3rd St San Francisco CA 94103 None General Support 300 Scripps Ranch High School Foundation 10755 Scripps Poway Pkwy 254 San Diego CA 92131 None General Support 1500 Second Harvest Food Bank 6969 Silver Crest Road Nazareth PA 18064 None General Support 500 The Art of Yoga Project 330 Twin Dolphin Drive Suite 131 Redwood City CA 94065 None General Support 500 United Nations High Commissioner for Refugees 1800 Massachusetts Ave NW Suite 500 Washington DC 20036 None General Support 2000 Yerba Buena Center for Arts 701 Mission Street San Francisco CA 94103 None General Support 500 86770 0 14 1979 14 53352 01 391 18 69546 0 125268 0 125268 0 0 0 0 0 0 0 0 0 0 None 0 Vanguard GNMA FD 87514 75121 Baird Interm. Bd 141726 131394 Vanguard Emerg Mkts Bd Adm 23667 18523 Western Asset Core Bond 60300 57242 BBH Limited Duration 37063 37702 iShares 3-7 Year Treasury Bond ETF 59838 56370 Dodge & Cox Stock FD 143312 177277 iShares Core S&P 500 ETF 152356 257423 Primecap Odyssey Aggr Grth 127608 116111 Principal Midcap FD-Ins 70743 110147 Artisan Intl Value FD 53654 128918 INV Opp Intl Grwth -R6 67252 60753 Cliffwater Corp Lnding - Complement 90218 91922 Cohen & Steers Instl - Complement 106921 84535 Infinity Q Drivers - Complement 107382 29422 Principal Driver Real - Complement 85796 72737 Victory Mrkt Ntrl - Complement 45412 42330 America Beacon Lon 203600 176257 iShare Core MSCI Intl 77307 73462 Artisan Focus Inst 113630 121467 Bgf Emerging Markets 111600 101664 iShares MSCI Acwi Ex US ETF 64812 65805 iShares Russell 1000 Growth ETF 76751 83351 Versus Cap RL Asst - Complement 13100 13065 Additional Mutual Fund Income 391 391 391 Miscellaneous Adjustments 1833 Investment Mgmt Fees 16165 16165 0 Meeting & Postage & Misc 70 0 0 Federal Taxes Paid 864 0 0 Foreign Tax Paid 502 502 0