2024-06-26T15:33:53-04:00 2023-12-31 860352598 THOMAS ZOLLARS & LYNCH LTD 3330 E INDIAN SCHOOL RD PHOENIX AZ 850185018 990PF 2023-01-01 822198403 SCHMUHL FAMILY FOUNDATION SCHM 5742989279 1421 HONAN DRIVE SOUTH BEND IN 466142164 WILLIAM J SCHMUHL JR PRESIDENT 5742989279 2024-06-17 WILLIAM SCHMUHL XXX-XX-XXXX false PATRICK A THOMAS P00004553 6029558530 2024-06-17 2023 2023-04-26 12:10:37Z X 1124212 X 256135 632 632 14884 14884 20476 379777 66157 292127 81673 6958 6958 1450 1450 4181 4181 12589 4181 8408 62500 62500 75089 4181 70908 217038 77492 26570 73085 73085 627837 798360 1051127 654407 871445 1124212 0 X 654407 871445 654407 871445 654407 871445 654407 217038 871445 871445 125 SH VALMONT INDUSTRIES P 2021-12-03 2023-11-27 26009 30509 -4500 -4500 281 SH PIONEER NATURAL RESOURCES P 2019-08-29 2023-12-19 65080 33853 31227 31227 155 SH BECTON DICKINSON & CO P 2021-02-05 2023-11-27 37074 38804 -1730 -1730 22606 SH COLUMBIA EMERGING MARKETS D 2015-01-01 2023-10-24 251614 210454 41160 41160 66157 1077 1077 1077 637 1000 1637 560 560 false false false false false false false true true IN true false false false false true N/A WILLIAM J SCHMUHL JR 5742989279 1421 HONAN DR SOUTH BEND IN 46614 false false false false false false false false false false false false false false false false false false false false WILLIAM J SCHMUHL JR 1421 HONAN DRIVE SOUTH BEND IN 46614 PRESIDENT 1.00 0 0 0 LORETTE M SCHMUHL 1421 HONAN DRIVE SOUTH BEND IN 46614 SECRETARY 1.00 0 0 0 NONE NONE N/A 868098 32770 0 900868 900868 13513 887355 44368 44368 1077 1077 43291 43291 43291 70908 70908 43291 3925 4718 4030 12673 70908 43291 27617 40290 0 3925 36365 4718 4030 27617 X SOUTH BEND YOUTH SYMPHONY 1700 E MISHAKAWA AVE SOUTH BEND IN 46615 NONE PUBLIC GENERAL PURPOSE 5000 FOOD BANK OF NORTHERN INDIANA 702 CHAPIN STREET SOUTH BEND IN 46601 NONE PUBLIC GENERAL PURPOSE 5000 CULTIVATE FOOD RESCUE 1403 PRAIRIE AVE SOUTH BEND IN 46613 NONE PUBLIC GENERAL PURPOSE 5000 JEWISH VOCATIONAL SERVICES 4600 THE PASEO KANSAS CITY MO 64110 NONE PUBLIC GENERAL PURPOSE 5000 FR BLY QUARTERBACK CLUB FOUNDATION 212 E LASALLE AVENUE SOUTH BEND IN 46617 NONE PUBLIC GENERAL PURPOSE 5000 WEST SIDE COMMUNITY SERVICES 161 VERMONT STREET BUFFALO NY 14213 NONE PUBLIC GENERAL PURPOSE 5000 YOUTH SERVICE BUREAU OF ST JOSEPH C 2222 LINCOLN WAY WEST SOUTH BEND IN 46628 NONE PUBLIC GENERAL PURPOSE 5000 THE ASHER HOUSE PO BOX 2159 ESTACADA OR 97023 NONE PUBLIC GENERAL PURPOSE 2500 RILEY CHILDREN'S ENDOWMENT PO BOX 3356 INDIANAPOLIS IN 462053356 NONE PUBLIC GENERAL PURPOSE 25000 62500 14 632 14 14884 18 20476 35992 35992 false false false false false false false false false false X X 1 WILLIAM J SCHMUHL JR TRUST 1421 HONAN DRIVE SOUTH BEND IN 46614 256135 X 1 226067SH COLUMBIA EMER MKT STOCK 256135 2023-10-18 TAX RETURN PREPARATION & ACCOUNT 1450 1450 375 SH T ROWE PRICE 93752 99613 330 SH INVESCO S&P 500 34256 52074 594 SH ISHARES MCSI USA 31796 46350 5310.448 SH PAPP SMALL & MID-CAP 126490 155118 350 SH APPLE INC 24810 67386 155 SH BECTON DICKINSON & CO 425 SH SPDR S&P BIOTECH ETF 34063 37948 153 SH HOME DEPOT INC 83310 113668 266 SH JOHNSON & JOHNSON 33806 41693 281 SH PIONEER NATURAL RESOURCES 375 SH MICROSOFT CORP 78263 141015 125 SH VALMONT INDUSTRIES 125 SH VISA INC 24697 32544 100 SH ACCENTURE PLC 30552 35091 260 SH ALPHABET INC CL A 30755 36319 525 SH EOG RESOURCES INC 64376 63499 55 SH METTLER-TOLEDO INTL 54436 66713 200 SH ROCKWELL AUTOMATION 52998 62096 LEGAL FEES 6958 6958 FINANCIAL ADVISOR FEES 4181 4181