2024-11-15T11:45:00-06:00 2023-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 210 S MICHIGAN ST SUITE 200 SOUTH BEND IN 46601 990PF 2023-01-01 262866592 THE GARATONI-SMITH FAMILY FOUNDATION GARA 5742715145 4215 EDISON LAKES PKWY STE 325 MISHAWAKA IN 46545 LAWRENCE H GARATONI CFO 5742715145 2024-11-14 1 1 JAMES B CHAMPER P00956831 5742894011 2024-11-14 2023 2024-10-15 13:58:12Z X 43977223 X X 780069 780069 524911 524911 244578 3658720 244578 1549558 1549558 0 0 0 80000 80000 0 11650 11650 0 93784 93256 0 123710 123710 0 5000 0 0 45763 34469 0 359907 343085 0 1529690 1529690 1889597 343085 1529690 -340039 1206473 0 48452253 43977223 43977223 48452253 43977223 43977223 991172 1468865 991172 1468865 X 47461081 42508358 47461081 42508358 48452253 43977223 47461081 -340039 1967096 49088138 6579780 42508358 FROM K-1'S 2022-12-31 2023-12-31 54995 0 54995 54995 BROKERAGE ACCOUNTS 2022-12-31 2023-12-31 2818254 2995495 -176930 -176930 ENERGY TRANSFER LP 2023-12-14 705613 418958 286655 286655 CAPITAL GAINS DIVIDENDS P 79858 79858 79858 244578 16770 0 16770 0 16770 11751 0 19000 0 30751 179 13802 13802 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IN 1 0 0 0 0 1 N/A LAWRENCE H GARATONI 5742715145 4100 EDISON LAKES PARKWAY MISHWAKA IN 46545 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE H GARATONI 4125 EDISON LAKES PARKWAY MISHAWAKA IN 46545 TRUSTEE 2.00 0 0 0 MICHAEL GARATONI 4125 EDISON LAKES PARKWAY MISHAWAKA IN 46545 TRUSTEE 2.00 0 0 0 SHANE FIMBEL 4125 EDISON LAKES PARKWAY MISHAWAKA IN 46545 TRUSTEE 2.00 0 0 0 SUSAN FORD 4125 EDISON LAKES PARKWAY MISHAWAKA IN 46545 TRUSTEE 2.00 0 0 0 PAM VELDMAN 4125 EDISON LAKES PARKWAY MISHAWAKA IN 46545 TRUSTEE 2.00 0 0 0 MARY HUNT 4125 EDISON LAKES PARKWAY MISHAWAKA IN 46545 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES COTRIBUTIONS TO OTHER TAX EXEMPT 501(C)(3) PUBLIC CHARITIES ONLY. PLEASE SEE PART XV. 0 0 46214738 0 0 46214738 0 0 46214738 693221 45521517 2276076 2276076 16770 61831 78601 2197475 0 2197475 0 2197475 1529690 0 1529690 2197475 0 0 757587 757587 1529690 0 0 0 1529690 0 667785 667785 89802 0 0 0 0 0 0 0 89802 89802 X ANNUAL BISHOP APPEAL 1103 S CALHOUN FORT WAYNE IN 46801 NONE EXEMPT GENERAL CHARITABLE GIFT 100000 BOYS AND GIRLS CLUB 315 JEFFERSON SOUTH BEND IN 46601 NONE EXEMPT GENERAL CHARITABLE GIFT 15000 CENTER FOR LEADERSHIP DEVELOPMENT SOUTH BEND 101 N MICHIGAN ST SOUTH BEND IN 46601 NONE EXEMPT GENERAL CHARITABLE GIFT 5000 CULTIVATE CULINARY 701 N NILES AVE SOUTH BEND IN 46617 NONE EXEMPT GENERAL CHARITABLE GIFT 200000 E3 ROBOTICS 418 S MAIN ELKHART IN 46515 NONE EXEMPT GENERAL CHARITABLE GIFT 500 FOP LODGE 155 PO BOX 896 SOUTH BEND IN 46624 NONE EXEMPT GIFT 250 GARATONI SMITH SCHOLARSHIP 4125 EDISON LAKES PKWY MISHAWAKA IN 46545 NONE EXEMPT GENERAL CHARITABLE GIFT 66180 GREATER HOLY TEMPLE 710 E NAPOLEON ST SOUTH BEND IN 46617 NONE EXEMPT GENERAL CHARITABLE GIFT 500 HEROES CAMP 4130 HICKORY RD MISHAWAKA IN 46545 NONE EXEMPT GENERAL CHARITABLE GIFT 500 HOLY CROSS COLLEGE 54515 SR 933 NORTH NOTRE DAME IN 46556 NONE EXEMPT GENERAL CHARITABLE GIFT 100 HOPE MINISTRIES PO BOX 4488 SOUTH BEND IN 46634 NONE EXEMPT GENERAL CHARITABLE GIFT 1000 HOSPICE FOUNDATION 501 COMFORT PLACE MISHAWKA IN 46545 NONE EXEMPT GENERAL CHARITABLE GIFT 3000 IVY TECH FDN 220 DEAN JOHNSON BLVD SOUTH BEND IN 46601 NONE EXEMPT GENERAL CHARITABLE GIFT 280200 JUDICIAL WATCH 425 3RD ST SW 800 WASHINGTON DC 20024 NONE EXEMPT GENERAL CHARITABLE GIFT 50000 PURDUE TRIANGLE FRAT 103 N UNIVERSITY ST LAFAYETTE IN 47906 NONE EXEMPT GENERAL CHARITABLE GIFT 5000 REGIONAL SECTOR PSHIP 4100 EDISON LAKES PKWY 260 MISHAWAKA IN 46514 NONE EXEMPT GENERAL CHARITABLE GIFT 34800 RISE 4100 EDISON LAKES PKWY 260 MISHAWAKA IN 46545 NONE EXEMPT GENERAL CHARITABLE GIFT 217000 SOUTH BEND ELKHART REGIONAL PARTNERSHIP FOUNDATION 101 S MAIN ST SOUTH BEND IN 46601 NONE EXEMPT GENERAL CHARITABLE GIFT 100000 SOUTH BEND FIREFIGHTERS PO BOX 447 SOUTH BEND IN 46624 NONE EXEMPT GENERAL CHARITABLE GIFT 250 ST ANN CATHOLIC CHURCH 421 N BROADWAY CASSOPOLIS MI 49031 NONE EXEMPT GENARAL GIFT 5000 ST PIUS CHURCH 52553 FIR RD GRANGER IN 46530 NONE EXEMPT GENERAL CHARITABLE GIFT 100000 THE CENTER FOR THE HOMELESS 813 S MICHIGAN SOUTH BEND IN 46601 NONE EXEMPT GENERAL GIFT 15000 THE HOMESCHOOL SOURCE 15043 STRANBURY CT GRANGER IN 46530 NONE EXEMPT GENERAL GIFT 31000 TRIANGLE EDUCATION FOUNDATION 120 S CENTER ST PLAINFIELD IN 46168 NONE EXEMPT GENERAL CHARITABLE GIFT 150000 UNITY GARDEN PO BOX 10022 SOUTH BEND IN 46680 NONE EXEMPT GENERAL CHARITABLE GIFT 8500 UNIVERSITY OF NOTRE DAME NOTRE DAME NOTRE DAME IN 46514 NONE EXEMPT GENERAL CHARITABLE GIFT 30000 WBL HUB CORP 4100 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE EXEMPT GENERAL GIFT 105000 WNIT 300 WEST JEFFERSON SOUTH BEND IN 46601 NONE EXEMPT GENERAL CHARITABLE GIFT 2500 VOICES FOR LIFE 2307 EDISON RD 301 SOUTH BEND IN 46615 NONE EXEMPT GENERAL CHARITABLE GIFT 2000 BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 46617 NONE EXEMPT GENERAL CHARITABLE GIFT 1250 GIRLS ON THE RUN MICHIANA 51160 BITTERSWEET RD 202 GRANGER IN 46530 NONE EXEMPT GENERAL CHARITABLE GIFT 160 1529690 0 14 780069 14 524911 01 14 244578 0 1549558 0 1549558 4 THE FOUNDATION HOLDS ONLY INVESTMENT ASSETS AND RELIES ON THESE ASSETS TO GENERATE INVESTMENT INCOME WITH WHICH TO MAKE CHARITABLE EXPENDITURES. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11650 11650 0 FORM 990-PF PART VII, LINE 12 CONTRIBUTIONS TO A DONOR ADVISED FUND AT THE CENTRAL INDIANA COMMUNITY FOUNDATION AT 615 S ALABAMA ST., INDIANAPOLIS, IN 46205 IS USED FOR CHARITABLE PURPOSES IN ACCORDANCE WITH THE COMMUNITY FOUNDATION'S CHARTER AS ADVISED BY THE GERATONI-SMITH FOUNDATION. LEGAL FEES 80000 80000 0 SECURITIES ACCOUNTS AND PARTNERSHIPS 24414757 13804996 13804996 LOAN RECEIVABLE CA & RISE 17595988 23396598 23396598 INVESTMENT IN GSFF INVESTMENT CORP 3000000 3000000 3000000 NOTE RECEIVABLE SKK 3387521 3721000 3721000 OTHER RECEIVABLE 53987 53987 53987 PREPAID INSURANCE 642 642 PRIOR YEARS MARKET ADJUSTMENT 2777564 BOOK TAX DIFF GAINS, INTEREST, DIVIDENDS AND NET ADJUSTMENTS TO COST BASIS 3802216 K-1 EXPENSES 11249 0 0 BANK FEES 45 0 0 MEALS AND ENTERTAINMENT 627 627 0 INSURANCE 459 459 0 K-1 LOSS 33383 33383 0 CHANGE IN UNREALIZED GAINS 1967096 CHECKS IN EXCESS OF CASH 991172 1468865 INVESTMENT FEES 59010 59010 0 MISCELLANEOUS FEES 34246 34246 0 TRRANSPORTATION 528 0 0 FEDERAL EXCISE TAX 5000 0 0