2024-05-23T10:34:25-05:00 2023-12-31 381947639 SIEGFRIED CRANDALL PC 246 EAST KILGORE ROAD PORTAGE MI 490025599 990PF 2023-01-01 383385788 STUCKI FAMILY FOUNDATION C/O GREENLEAF TRUST STUC 2693889800 211 SOUTH ROSE STREET KALAMAZOO MI 49007 MARCIA V STUCKI PRESIDENT 2696655281 2024-05-20 1 MARCIA STUCKI XXX-XX-XXXX 0 LORI A REMUND P01243697 2693814970 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 355043 X 0 X 8880 8880 6987 47570 6987 15867 15867 0 0 0 1525 763 0 2362 2362 0 337 337 0 20 0 0 4244 3462 0 31000 31000 35244 3462 31000 -19377 12405 37966 35979 35979 294 4470 294 294 151483 131188 195710 122084 129165 123060 316003 296626 355043 0 0 X 0 0 0 0 316003 296626 316003 296626 316003 296626 316003 -19377 0 296626 0 296626 VIRTUS ALPHASIMPLEX MANAGED 2023-04-10 2023-12-20 4624 4750 -126 -126 IQ MERGER ARBITRAGE ETF 2023-12-20 10605 10634 -29 -29 ISHARES CORE MSCI EAFE ETF 2020-03-25 2023-04-10 2343 1676 667 667 ISHARES CORE S&P 500 2017-04-18 2023-04-10 6158 3531 2627 2627 ISHARES CORE S&P 500 2017-04-18 2023-12-20 8564 4237 4327 4327 PEAR TREE POLARIS FOREIGN VALUE 2020-03-25 2023-04-10 1090 780 310 310 TOUCHSTONE SANDS CAPITAL SELECT 2022-04-20 2023-12-20 1280 1228 52 52 VANGUARD INTERMEDIATE TERM TREASURY ADMIRALL 2023-04-10 3660 4305 -645 -645 VANGUARD SHORT TERM CORP BOND 2023-04-10 3930 4286 -356 -356 VIRTUS ALPHASIMPLEX MANAGED 2022-11-30 2023-12-20 1377 2068 -691 -691 WCM FOCUSED INTERNATIONAL GROWTH 2020-03-25 2023-04-10 560 403 157 157 WILLIAM BLAIR LARGE CAP 2021-02-12 2023-04-10 1070 1230 -160 -160 WILLIAM BLAIR LARGE CAP 2021-02-12 2023-12-20 1570 1455 115 115 CAPITAL GAINS DIVIDENDS P 739 739 739 6987 172 0 172 0 172 280 0 0 0 280 0 108 108 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 311679 35607 0 347286 0 0 347286 5209 342077 17104 17104 172 172 16932 0 16932 0 16932 31000 0 31000 16932 0 0 13815 25234 39049 31000 0 0 0 16932 14068 0 0 53117 0 0 0 0 0 0 0 53117 13815 25234 14068 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 31000 0 14 8880 18 6987 0 15867 0 15867 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 1525 763 0 VANGUARD INTRMDT TERM TREASURY ADM 53681 49555 VANGUARD S/T INFLATION PROTECTED SEC 5840 5670 VANGUARD SHORT TERM CORP BOND 57492 55643 VANGUARD INTERMEDIATE TERM CORPORATE BOND 12152 12192 DELAWARE EMERGING MRKTS FD 8469 11027 HARTFORD DIVIDEND GROWTH FUND 6032 8552 ISHARES CORE MSCI EAFE ETF 8189 12030 ISHARES CORE S&P 500 INDEX 36955 74988 ISHARES CORE S&P MIDCAP 400 6876 12472 ISHARES CORE S&P SMALLCAP 600 4503 8119 MATTHEWS PACIFIC TIGER FD 10933 9090 PEAR TREE POLARIS FOREIGN VALUE 6124 9169 STERLING CAPITAL EQUITY 4830 8171 TOUCHSTONE SANDS CAP GRWTH FD 5744 7854 WCM FOCUSED INTL GROWTH FUND 6167 9115 WILLIAM BLAIR LARGE CAP GR-R6 7145 7824 ISHARES CONVERTIBLE BOND 3513 3537 ISHARES PREFERRED & INCOME SECURITIES 3434 3431 VIRTUS ALPHASIMPEX MANAGED FUNDS 12274 10331 FILING FEES 20 0 0 GREENLEAF TRUST - ADVISORY FEES 2362 2362 0 FOREIGN TAXES PAID 136 136 0 EXCISE TAX BASED ON INVESTMENT INCOME 201 201 0