2025-11-03T15:42:38-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 1098 WOODWARD AVE DETROIT MI 48226 990PF 2024-01-01 466375974 KURT AND NOELLE CASSEL CHARITABLE FOUNDATION TRUST KURT 2482242724 19797 CHATSWORTH BOULEVARD WESTFIELD IN 46074 KURT CASSEL TRUSTEE 2482242724 2025-10-22 1 0 ERIC WYDRA P00053779 3134967200 2025-10-22 2024 2025-03-06 01:10:19Z X X 149386 X X 950 950 4172 4172 162 22310 162 5284 5284 0 0 0 500 251 0 123 80 0 623 331 0 0 0 623 331 0 4661 4953 28109 43670 43670 104714 93814 105716 132823 137484 149386 0 0 X 0 0 0 0 132823 137484 132823 137484 132823 137484 132823 4661 0 137484 0 137484 54 SHS MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FUND 2023-06-26 2024-05-05 2310 2148 162 162 5,000 US TREASURY NOTE 2023-06-26 2024-02-15 5000 5000 0 0 US TREASURY NOTES 2023-06-26 2024-12-02 15000 15000 0 0 162 69 0 69 0 69 0 0 100 0 100 0 31 31 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A KURT CASSEL 2482242724 19797 CHATSWORTH BOULEVARD WESTFIELD IN 46074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KURT CASSEL 19797 CHATSWORTH BOULEVARD WESTFIELD IN 46074 TRUSTEE 1.00 0 0 0 NOELLE CASSEL 19797 CHATSWORTH BOULEVARD WESTFIELD IN 46074 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 127903 16955 0 144858 0 0 144858 2173 142685 7134 7134 69 69 7065 0 7065 0 7065 0 0 0 7065 0 0 3566 5090 8656 0 0 0 0 0 0 7065 7065 1591 0 0 0 0 0 0 0 1591 1591 X 0 0 14 950 14 4172 18 162 0 5284 0 5284 0 0 0 0 0 0 0 0 0 0 NORTHERN TRUST BROKERAGE ACCOUNT 93814 105716 INVESTMENT MANAGEMENT FEES 39 20 0 MISCELLANEOUS EXPENSES 461 231 0 FOREIGN TAXES 80 80 0 FEDERAL EXCISE TAXES 43 0 0