2024-11-15T14:40:56-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990PF 2023-01-01 341665968 THE SCHMITZ FAMILY FOUNDATION SCHM 4192970335 26 LANCASTER BLVD BLUFFTON SC 29909 DAVID L SCHMITZ PRESIDENT/SECRETARY/TREASURER 4192970335 2024-09-04 1 1 DAVID BAYMILLER CPA P01331962 4197942000 2024-08-26 2023 2024-10-15 13:58:12Z X 2112799 X 200 X 22012 22012 16994 16994 116677 617981 116677 155883 155683 0 0 0 4205 0 4205 300 300 0 8971 8971 0 2201 0 200 15677 9271 4405 187530 187530 203207 9271 191935 -47324 146412 233297 115550 115550 399409 398574 394955 592373 622765 1410168 100066 191839 192126 48906 0 0 2001 0 0 1376052 1328728 2112799 0 0 X 0 0 0 0 1376052 1328728 1376052 1328728 1376052 1328728 1376052 -47324 0 1328728 0 1328728 PUBLICLY TRADED SECURITIES 617981 501304 116677 116677 116677 2035 0 2035 0 2035 2824 0 2000 0 4824 0 2789 2789 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A DAVID J BAYMILLER 4197942000 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID L SCHMITZ 26 LANCASTER BLVD BLUFFTON SC 29909 PRESIDENT/SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1841165 179376 0 2020541 0 0 2020541 30308 1990233 99512 99512 2035 2035 97477 0 97477 0 97477 191935 0 191935 97477 0 0 12426 29870 56174 71891 170361 191935 0 0 0 97477 94458 0 0 264819 0 0 0 0 0 0 0 264819 12426 29870 56174 71891 94458 DAVID L SCHMITZ DAVID L SCHMITZ 26 LANCASTER BLVD BLUFFTON SC 299093131 4192970335 RENTKING1@AOL.COM A COPY OF THE APPLICATION FOR RECOGNITION OF EXEMPTION (FORM 1023), PRIOR YEAR FORM 990 SERIES OF RETURN AND THE MOST RECENT FINANCIAL STATEMENT. NONE NONE BERKELEY HALL CHARITABLE FOUNDATION 366 GOOD HOPE RD BLUFFTON SC 29909 N/A PC CHARITABLE OPERATIONS 10000 CHURCH OF THE CROSS 110 CALHOUN ST BLUFFTON SC 29910 N/A PC CHARITABLE OPERATIONS 50000 CHURCH ON STRAYER 3000 STRAYER RD MAUMEE OH 43537 N/A PC CHARITABLE OPERATIONS 10000 GRACE CHURCH 601 E BOUNDARY ST PERRYSBURG OH 43551 N/A PC CHARITABLE OPERATIONS 5000 LAKOTA SPORTS ORGANIZATION PO BOX 212 WEST CHESTER OH 45071 N/A PC CHARITABLE OPERATIONS 6000 PALMETTO ANIMAL LEAGUE PO BOX 539 BLUFFTON SC 29910 N/A PC CHARITABLE OPERATIONS 13430 SPRINGFIELD SCHOOLS FOUNDATION 6900 HALL ST C/O CYNTHIA BEEKLEY HOLLAND OH 43528 N/A PC CHARITABLE OPERATIONS 1500 ST JOHNS JESUIT HIGH SCHOOL 5901 AIRPORT HWY TOLEDO OH 43615 N/A PC CHARITABLE OPERATIONS 26000 VANTAGE POINT FOUNDATION PO BOX 31224 CHARLESTON SC 29417 N/A PC CHARITABLE OPERATIONS 4000 WLMB-TV DOMINION BROADCASTING 825 CAPITAL COMMONS DRIVE TOLEDO OH 43615 N/A PC CHARITABLE OPERATIONS 55000 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 N/A PC CHARITABLE OPERATIONS 1600 HOUSE OF PRAYER PO BOX 21204 HILTON HEAD SC 29925 N/A PC CHARITABLE OPERATIONS 2500 OPERATION PATRIOTS FOB INC 198 OKATIE VILLAGE DR OKATIE SC 29909 N/A PC CHARITABLE OPERATIONS 2500 187530 0 14 22012 14 16994 18 116677 0 155683 0 155683 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 300 300 0 THE STATE OF OHIO HAS A REPORTING FORMAT THAT DOES NOT REQUIRE SUBMISSION OF THE 990-PF. CHARLES SCHWAB CORP 97957 98081 SOUTHWESTERN ELECT PWR CO 93882 94045 ADOBE INC 23227 35796 ALPHABET INC 11115 55876 AMAZON COM INC 21705 30388 APPLE INC 1692 96265 BLACKROCK INC 27143 64944 COMCAST CORP 15180 26310 EATON CORP 27981 72246 GS FINANCE CORP S&P 500 100000 117219 HONEYWELL INTERNATIONAL 19392 41942 ISHARES CORE S&P 500 57391 105078 ISHARES CORE MID-CAP 25662 58202 ISHARES CORE S&P SMALL-CAP ETF 27593 55749 JP MORGAN CHASE & CO 17097 51030 MASTERCARD INC 7969 63977 MICROSOFT CORP 5956 94010 NVIDIA CORP 10281 99044 ROCKWELL AUTOMATION INC 17809 31048 SHERWIN WILLIAMS CO 10424 23392 UNION PACIFIC CORP 22992 73686 WALMART INC 18818 47295 ZOETIS INC 18465 29605 VANGUARD ENERGY ETF 48906 46912 CHEVRON CORP 25906 20882 COSTCO WHOLESALE CORP 34543 46206 HESS CORP 25518 23066 398574 394955 0 0 LEGAL FEES 4205 0 4205 MISC. RECEIVABLES 2001 UNCOLLECTIBLE RECEIVABLE 2001 0 0 OHIO ATTORNEY GENERAL 200 0 200 INVESTMENT MANAGEMENT FEES 8971 8971 0