2025-06-23T18:00:52-04:00 2024-12-31 860352598 THOMAS ZOLLARS & LYNCH LTD 3330 E INDIAN SCHOOL RD PHOENIX AZ 850185018 990PF 2024-01-01 822198403 SCHMUHL FAMILY FOUNDATION SCHM 5742989279 1421 HONAN DRIVE SOUTH BEND IN 466142164 WILLIAM J SCHMUHL JR PRESIDENT 5742989279 2025-06-11 false PATRICK A THOMAS P00004553 6029558530 2025-06-11 2024 2025-03-06 01:10:19Z X 1359696 X 201188 44 44 19242 19242 12397 24919 23569 232871 42855 219 219 1650 1650 6312 6312 1600 10 10 9791 6312 1879 71000 71000 80791 6312 72879 152080 36543 73085 36499 36499 798360 987026 1323197 871445 1023525 1359696 0 X 871445 1023525 871445 1023525 871445 1023525 871445 152080 1023525 1023525 60 SH MICROSOFT CORP P 1998-05-14 2024-10-10 24919 1350 23569 23569 23569 508 508 508 1160 1160 652 652 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 1148189 74612 0 1222801 1222801 18342 1204459 60223 60223 508 508 59715 59715 59715 72879 72879 59715 4718 4030 27617 36365 72879 59715 13164 49529 0 4718 44811 4030 27617 13164 X SOUTH BEND YOUTH SYMPHONY 1700 E MISHAKAWA AVE SOUTH BEND IN 46615 NONE PUBLIC GENERAL PURPOSE 2500 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 1500 WEST SIDE COMMUNITY SERVICES 161 VERMONT STREET BUFFALO NY 14213 NONE PUBLIC GENERAL PURPOSE 2500 RILEY CHILDREN'S ENDOWMENT PO BOX 3356 INDIANAPOLIS IN 462053356 NONE PUBLIC GENERAL PURPOSE 25000 WOMEN'S CARE CENTER 360 N NOTRE DAME AVE SOUTH BEND IN 46617 NONE PUBLIC GENERAL PURPOSE 2500 RESCUE RELEASE REPEAT 516 PINE ROAD SOUTH BEND IN 46619 NONE PUBLIC GENERAL PURPOSE 1500 YMCA OF GREATER MICHIANA 905 NORTH FRONT STREET MILES MI 49120 NONE PUBLIC GEENRAL PURPOSE 1500 BEACON HEALTH FOUNDATION 615 NORTH MICHIGAN STREET SOUTH BEND IN 46601 NONE PUBLIC GENERAL PURPOSE 10000 OAKLAWN FOUNDATION PO BOX 809 GOSHEN IN 46527 NONE PUBLIC GENERAL PURPOSE 2500 NATURE CONSERVANCY INDIANA 620 EAST OHIO STREET INDIANAPOLIS IN 46202 NONE PUBLIC GENERAL PURPOSE 1500 REEF RENEWAL USA 4002 WEST STATE STREET STE 200 TAMPA FL 33609 NONE PUBLIC GENERAL PURPOSE 1500 RONALD MCDONALD HOUSE MICHIANA 610 NORTH MICHIGAN STREET STE 310 SOUTH BEND IN 46601 NONE PUBLIC GENERAL PURPOSE 2500 COARE 4904 43RD STREET OAKLAND CA 94609 NONE PUBLIC GENERAL PURPOSE 1500 CARE CAMP FOUNDATION 1440 1/2 GRAND AVENUE BILLINGS MT 59102 NONE PUBLIC GENERAL PURPOSE 1500 NATIONAL PARK FOUNDATION 1500 K STREET NW STE 700 WASHINGTON DC 20005 NONE PUBLIC GENERAL PURPOSE 1500 1ST TEE MICHIANA 718 EAST CALVERT SOUTH BEND IN 46613 NONE PUBLIC GENERAL PURPOSE 1500 FOOD BANK OF NORTHERN INDIANA 702 CHAPIN STREET SOUTH BEND IN 46601 NONE PUBLIC GENERAL PURPOSE 5000 71000 14 44 14 19242 18 12397 31683 31683 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 201188 X 1 440 SHARES APPLE INC 100998 2024-10-10 1 240 SHARES MICROSOFT CORP 100190 2024-10-10 TAX RETURN PREPARATION & ACCOUNT 1650 1650 925 SH T ROWE PRICE 93752 104608 330 SH INVESCO S&P 500 34256 57826 594 SH ISHARES MCSI USA 31796 52741 5310.448 SH PAPP SMALL & MID-CAP 126490 159207 790 SH APPLE INC 125808 197832 425 SH SPDR S&P BIOTECH ETF 34063 38276 328 SH HOME DEPOT INC 83310 127589 266 SH JOHNSON & JOHNSON 33806 38469 555 SH MICROSOFT CORP 165931 233932 125 SH VISA INC 24697 39505 100 SH ACCENTURE PLC 30552 35179 260 SH ALPHABET INC CL A 30755 49218 525 SH EOG RESOURCES INC 64376 64355 55 SH METTLER-TOLEDO INTL 54436 67302 200 SH ROCKWELL AUTOMATION 52998 57158 LEGAL FEES 219 219 EXPENSES POSTAGE 10 10 FINANCIAL ADVISOR FEES 6312 6312 FEDERAL EXCISE TAX 1600