2024-11-13T10:11:08-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990PF 2023-01-01 810616358 SHIRLEY G SCHMITZ FOUNDATION INC SHIR 9286990098 29455 N CAVE CREEK ROAD STE 118-484 CAVE CREEK AZ 85331 WILL NEITZKE CHAIRMAN 9286990098 2024-11-11 1 0 COLETTE KAMPS CPA P00367616 4808394900 2024-11-11 2023 2024-10-15 13:58:12Z X 698856 X X 12810 12810 7939 83072 7939 20749 20749 0 0 0 70 35 35 2708 1354 1354 5956 5956 0 1025 0 1025 9759 7345 2414 38250 38250 48009 7345 40664 -27260 13404 15234 48987 48987 417136 356123 649869 432370 405110 698856 0 0 X 0 0 0 0 432370 405110 432370 405110 432370 405110 432370 -27260 0 405110 0 405110 AMERICAN BALANCED FUND F2 2023-11-07 932 864 68 68 AMERICAN BALANCED FUND F2 2023-11-07 48154 36791 11363 11363 VANGUARD TOTAL BOND MARKET ADMIRAL 2017-11-07 2023-11-07 31970 37478 -5508 -5508 CAPITAL GAINS DIVIDENDS P 2016 2016 2016 7939 186 0 186 0 186 0 0 0 0 0 0 186 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A THE FOUNDATION 9286990098 29455 N CAVE CREEK ROAD STE 118-484 CAVE CREEK AZ 85331 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONNA D'HOOSTELAERE 11445 E VIA LINDA SUITE 2 442 SCOTTSDALE AZ 852592638 BOARD MEMBER 1.00 0 0 0 WILL NEITZKE 11445 E VIA LINDA SUITE 2 442 SCOTTSDALE AZ 852592638 CHAIRMAN 2.00 0 0 0 NONE 0 NONE 0 0 657260 14973 0 672233 0 0 672233 10083 662150 33108 33108 186 186 32922 0 32922 0 32922 40664 0 40664 32922 33718 2021 4371 0 40664 33718 4371 0 2575 0 0 0 0 0 0 0 0 30347 0 0 0 WILL NEITZKE SHIRLEY G SCHMITZ 11445 E VIA LINDA SUTIE 2 442 SCOTTSDALE AZ 852592638 4806616128 WRITTEN APPLICATION EXPLAINING WHY APPLICANTS FEEL THEY QUALIFY FOR THE SCHOLARSHIP WITH EMPHASIS ON THEIR IDEAS AND LEADERSHIP QUALITIES AS IT RELATES TO IMPROVING THE QUALITY OF BUSINESS OR ENTERPRISE IN ARIZONA. APPLICATIONS FOR THE SCHOLARSHIP MUST BE SUBMITTED BY JUNE 1 EACH YEAR. THE SCHOLARSHIPS ARE FOR EDUCATION AND TRAINING IN STARTING AND OPERATING A SMALL BUSINESS. ALBERT HERNDON 555 N 5TH AVENUE PHOENIX AZ 85003 NONE N/A COLLEGE SCHOLARSHIP 7500 COLIN BOECKER-GRIEME 3300 W CAMELBACK RD PHOENIX AZ 85018 NONE N/A COLLEGE SCHOLARSHIP 2500 CONNER MAES 3301 W CAMELBACK RD PHOENIX AZ 85017 NONE N/A COLLEGE SCHOLARSHIP 7500 CORINNE PHENICIE 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE N/A COLLEGE SCHOLARSHIP 2500 ELIJAH DAVID BORJA 3302 W CAMELBACK RD PHOENIX AZ 85017 NONE N/A COLLEGE SCHOLARSHIP 7500 SAVANNAH PASCHEN 5115 NORTH 27TH AVE PHOENIX AZ 85017 NONE N/A COLLEGE SCHOLARSHIP 3250 SENECA JOSEPH 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE N/A COLLEGE SCHOLARSHIP 7500 38250 0 14 12810 18 7939 0 20749 0 20749 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2708 1354 1354 THE FOUNDATION ELECTS TO APPLY QUALIFYING CURRENT YEAR DISTRIBUTIONS TO UNDISTRIBUTED AMOUNTS FROM PRIOR YEARS. VANGUARD 500 INDEX FMV 58080 133456 ISHARES RUSSELL MIDCAP FMV 59100 97933 ISHARES RUSSELL 1000 GROWTH FMV 42554 127877 ISHARES RUSSELL 1000 VALUE FMV 69512 119047 ISHARES RUSSELL 2000 VALUE FMV 29496 47197 VANGUARD TOTAL BOND MARKET INDEX FUND CI ADMIRAL FMV 31619 34848 VANGUARD BALANCED INDEX FUND ADMIRAL SHARES FMV 65762 89511 LEGAL 70 35 35 MAILBOX 267 0 267 WEBSITE 758 0 758 INVESTMENT MGMT FEES 5956 5956 0