2025-08-11T14:32:00-04:00 2024-12-31 382771156 FISHER SPIEGEL KUNKLE & GERBER PLLC 4625 BECKLEY RD BLDG 400 BATTLE CREEK MI 49015 990PF 2024-01-01 205002466 SMITH FAMILY LEGACY FOUNDATION SMIT 3013014465 1032 WATERLINE COURT SARASOTA FL 34240 CHARLES A SMITH PRESIDENT 2025-08-08 true true DORIS J KUNKLE P00377822 2699794102 2025-08-10 2024 2025-03-06 01:10:19Z X X 5727668 X 10033 92802 92802 218399 796969 218399 321234 311201 3575 3575 25549 25549 29124 29124 0 278000 278000 307124 29124 278000 14110 282077 4183 284115 284115 66667 32402 32402 2548916 2585473 5411151 2619766 2901990 5727668 278000 278000 X 2619766 2623990 2619766 2623990 2619766 2901990 2619766 14110 2633876 9886 2623990 SEE SCHWAB SHORT TERM D 2023-06-09 2024-12-31 357344 350730 6614 6614 SEE SCHWAB LONG TERM D 2009-03-13 2024-12-31 439625 227840 211785 211785 218399 6614 3921 3921 3921 10195 10195 6274 6274 false false false false false false false true true CO false false false false false true N/A CHARLES A SMITH 3013014465 1032 WATERLINE COURT SARASOTA FL 34240 false false false false false false false false false false false false false false false false false false false false CHARLES A SMITH 1032 WATERLINE COURT SARASOTA FL 34240 PRESIDENT 000.00 0 0 0 PAULA E RIGGI 16609 PARK LANE WAYZATA MN 55391 VICE PRESIDE 000.00 0 0 0 KAYVON RIGGI 16609 PARK LANE WAYZATA MN 55391 DIRECTOR 000.00 0 0 0 KAYLEE RIGGI 16609 PARK LANE WAYZATA MN 55391 DIRECTOR 000.00 0 0 0 MARIAH RIGGI 16609 PARK LANE WAYZATA MN 55391 SECR/TREAS 000.00 0 0 0 NONE NONE N/A 5202900 129164 1006854 6338918 6338918 95084 6243834 312192 312192 3921 3921 308271 308271 308271 278000 278000 308271 277994 278000 277994 6 308265 CHARLES A SMITH PAULA RIGGI X BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD 5001 ANGEL CANYON ROAD KANAB UT 84741 NONE PUBLIC GENERAL 7000 CHARITY NAVIGATOR CHARITY NAVIGATOR PO BOX 6002 PO BOX 6002 BELLMAWR NJ 080996002 NONE PUBLIC GENERAL 1000 DANA FARBER CANCER INSTITUTE DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC GENERAL 23000 DIRECT RELIEF DIRECT RELIEF 6100 WALLACE BECKNELL RD 6100 WALLACE BECKNELL RD SANTA BARBARA CA 93117 NONE PUBLIC GENERAL 10000 DOCTORS WITHOUT BORDERS DOCTORS WITHOUT BORDERS 40 RECTOR STREET FL 16 40 RECTOR STREET FL 16 NEW YORK NY 100061705 NONE PUBLIC GENERAL 23000 ENVIRONMENTAL DEFENSE FUND ENVIRONMENTAL DEFENSE FUND 257 PARK AVE SOUTH FL 17 257 PARK AVE SOUTH FL 17 NEW YORK NY 100061705 NONE PUBLIC GENERAL 15000 EQUAL JUSTICE INITIATIVE EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PUBLIC GENERAL 10000 FEEDING AMERICA FEEDING AMERICA 161 N CLARK ST STE 700 161 N CLARK ST STE 700 CHICAGO IL 60601 NONE PUBLIC GENERAL 20000 FISHER HOUSE FOUNDATION FISHER HOUSE FOUNDATION PO BOX 2229 PO BOX 2229 ROCKVILLE MD 208479906 NONE PUBLIC GENERAL 10000 FOS FEMINISTA FOS FEMINISTA 125 MAIDEN LANE 9TH FL 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 NONE PUBLIC GENERAL 20000 FRIENDS ELISHA SMITH LIBRARY FREINDS ELISHA SMITH LIBRARY 440 1ST STREET 440 1ST STREET MENASHA WI 54942 NONE PUBLIC GENERAL 10000 HOMES FOR OUR TROOPS HOMES FOR OUR TROOPS 6 MAIN STREET 6 MAIN STREET TAUNTON MA 02780 NONE PUBLIC GENERAL 10000 INTERNATIONAL RESCUE COMMITTEE INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST 122 EAST 42ND ST NEW YORK NY 101681289 NONE PUBLIC GENERAL 21000 JED FOUNDATION JED FOUNDATION PO BOX 60174 PO BOX 60174 BROOKLYN NY 11206 NONE PUBLIC GENERAL 10000 JOSLIN DIABETES CENTER JOSLIN DIABETES CENTER ONE JOSLIN PLACE ONE JOSLIN PLACE BOSTON MA 02215 NONE PUBLIC LAWTON SMITH FUND 10000 LAND CONSERVANCY OF W MI LAND CONSERVANCY OF W MI 400 ANN STREET NW STE 10 400 ANN STREET NW STE 10 GRAND RAPIDS MI 49504 NONE PUBLIC GENERAL 12000 NATURE CONSERVANCY NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 222031606 NONE PUBLIC GENERAL 15000 POPULATION CONNECTION POPULATION CONNECTION 2120 L ST NW STE 500 2120 L ST NW STE 500 WASHINGTON DC 20037 NONE PUBLIC GENERAL 15000 PRETTY LAKE CAMP PRETTY LAKE CAMP 9123 W Q AVE 9123 W Q AVE MATTAWAN MI 49071 NONE PUBLIC GENERAL 7000 WATERORG WATERORG 117 W 20TH ST STE 203 117 W 20TH ST STE 203 KANSAS CITY MO 641081909 NONE PUBLIC GENERAL 14000 WORLD CENTRAL KITCHEN WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PUBLIC GENERAL 15000 278000 14 92802 14 218399 311201 311201 false false false false false false false false false false X X 1 PAULA RIGGI 16609 PARK LANE WAYZATA MN 55391 10033 X 1 43 APPLE COMPANY 10033 2024-10-29 ACCOUNTING FEES 3575 3575 A NONPROFIT ORGANIZATION THAT FILES FEDERAL FORM 990 IS NOT REQUIRED TO FILE A COLORADO INCOME TAX RETURN UNLESS IT HAS UNRELATED BUSINESS TAXABLE INCOME (UBTI) DURING THE TAX YEAR. COLORADO DOES NOT REQUIRE A COPY OF THE FEDERAL FORM 990 TO BE SUBMITTED TO THE STATE. ABBOTT LABS 27044 59383 ABBVIE 59172 97735 ACI WORLDWIDE 60980 142753 ADOBE SYSTEMS 1516 100053 ADVANCED MICRO DEVICES 14444 72474 ADYEN AES CORP 42217 42471 AFFILIATED MANAGERS 26111 69345 AIRBNB INC 23532 26282 AKAMAI TECH ALPHABET INC 7604 66255 ALPHABET INC 8558 95220 AMAZON.COM 54929 131634 AMETEK 18811 63091 AMPHENOL CORP CL A 23788 41670 ANALOG DEVICES INC 43617 84984 APPLE 2732 200336 ASSOCIATED B 5.625% AVANTOR INC 13000 13696 BALL CORP 25726 27565 BANK OF AMERICA 6% PFD 25841 25180 BOEING CO CHARLES SCHWAB 58780 92512 CROWDSTRIKE HOLDINGS 12132 34216 DATADOG INC 9484 17861 DISCOVER FINANCIAL DISNEY WALT CO 50025 55675 ECOLAB 38707 58580 ENBRIDGE 4.959% PRD 10750 22550 EQUIFAX 32692 50970 EQUITABLE HOLDING 4.3% PFD 27360 26115 EVERTEC INC 49354 103590 EVISTA FEDEX CORP 47305 84399 FIDELITY NATL INFO 85482 121155 FISERV 10118 174607 GLOBAL PAYMENTS 60839 112060 J.HANCOCK FINL OPP FUND 16377 42828 HOLOGIC 37620 68485 ILLUMINA INC 27195 33408 JPMORGAN 5.75% PFD 25588 25170 JP MORGAN CHASE 42716 83898 LOWES COS INC 8866 86380 MASTERCARD 50481 78986 MERCANTILE BANK 53351 88980 META PLATFORMS 18918 117102 MICROSOFT 26841 168600 PAYPAL HOLDINGS 63971 85350 PFIZER PRESTIGE CONSUMER HCARE 27043 58567 PRICE T ROWE GROUP 11644 63896 PRINCIPAL FINL GROUP 92227 135468 PROSPERITY BANCSHARES 28790 37675 PTC INC 46078 68951 QUALCOMM 19062 76810 REPLIGEN CORP 8863 35985 ROCKWELL AUTOMATION 43041 64303 ROPER INDUSTRIES 23907 25992 RPM INTL INC 22337 55377 SALESFORCE INC 23780 33433 SS&C TECHNOLOGIES 110343 151560 STRYKER CORP 8326 72010 THE ALLSTATE 7.375% 39820 39930 THERMO FISHER SCIENTIFIC 9058 52023 UNION PACIFIC CORP 23530 74113 UNITEDHEALTH GROUP INC 37268 37940 VEEVA SYSTEMS 33787 36794 VERIZON COMMUNICATIONS 50062 53987 VISA 7215 126416 WELLS FARGO 5.625% PFD 25023 24500 WYNDHAM HOTELS & RESORTS 46865 100790 ZSCALER INC 13770 18041 SCHWAB FTSE DEV EX-US ETF 154111 212750 SCHWAB FTSE EMERGING ETF 158457 206382 SPDR GOLD TRUST (COLLECTIBLE) 25321 59322 VANGUARD ENERGY ETF 71027 181965 VANGUARD TOTAL BOND MKT 54037 53932 AFFILIATED MAN 5.85%PFD 23200 22040 OLD NATIONAL 7% WEYERHAEUSER 2907 36595 STOCK DONATION UNREALIZED APPRECIATION 9886 INVESTMENT FEES 21549 21549 LEGAL FEES 4000 4000