2025-10-20T14:13:46-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990PF 2024-01-01 341665968 THE SCHMITZ FAMILY FOUNDATION SCHM 4192970335 26 LANCASTER BLVD BLUFFTON SC 29909 DAVID L SCHMITZ PRESIDENT/SECRETARY/TREASURER 4192970335 2025-10-17 1 1 HEIDI FERGUSON P00410007 4197942000 2025-10-17 2024 2025-03-06 01:10:19Z X 2468784 X 200 X 30246 30246 18698 18698 33672 349905 33672 2500 0 85316 82616 0 0 0 11695 5998 5697 10065 10065 0 2000 0 0 200 0 200 23960 16063 5897 93000 93000 116960 16063 98897 -31644 66553 115550 201494 201494 398574 298151 299311 622765 606532 1771805 191839 190907 196174 1328728 1297084 2468784 0 0 X 0 0 0 0 1328728 1297084 1328728 1297084 1328728 1297084 1328728 -31644 0 1297084 0 1297084 PUBLICLY TRADED SECURITIES 349905 316233 33672 33672 33672 925 0 925 0 925 2789 0 0 0 2789 0 1864 1864 0 0 0 0 0 0 0 0 1 0 0 1 1 OH 0 0 0 0 0 1 N/A HEIDI M FERGUSON 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 GARY M HARDEN PO BOX 86 SWANTON OH 43558 ASSISTANT SECRETARY 0.50 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 2193824 145784 0 2339608 0 0 2339608 35094 2304514 115226 115226 925 925 114301 2500 116801 0 116801 98897 0 98897 116801 0 0 12426 29870 56174 71891 94458 264819 98897 0 0 0 98897 0 17904 17904 246915 0 0 0 0 0 0 0 246915 24392 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 20000 ERIE SHORES COUNCIL - BOY SCOUTS OF AMERICA 5600 W SYLVANIA AVE TOLEDO OH 43623 N/A PC CHARITABLE OPERATIONS 10000 HOUSE OF PRAYER PO BOX 21204 HILTON HEAD SC 29925 N/A PC CHARITABLE OPERATIONS 2500 LAKOTA SPORTS ORGANIZATION PO BOX 212 WEST CHESTER OH 45071 N/A PC CHARITABLE OPERATIONS 6000 OPERATION PATRIOTS FOB INC 198 OKATIE VILLAGE DR OKATIE SC 29909 N/A PC CHARITABLE OPERATIONS 2500 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 N/A PC CHARITABLE OPERATIONS 500 SPRINGFIELD SCHOOLS FOUNDATION 6900 HALL ST C/O CYNTHIA BEEKLEY HOLLAND OH 43528 N/A PC CHARITABLE OPERATIONS 2500 ST JOHNS JESUIT HIGH SCHOOL 5901 AIRPORT HWY TOLEDO OH 43615 N/A PC CHARITABLE OPERATIONS 2500 VANTAGE POINT FOUNDATION PO BOX 31224 CHARLESTON SC 29417 N/A PC CHARITABLE OPERATIONS 11500 WLMB-TV DOMINION BROADCASTING 825 CAPITAL COMMONS DRIVE TOLEDO OH 43615 N/A PC CHARITABLE OPERATIONS 30000 MED-I-ASSIST INC PO BOX 3164 BLUFFTON SC 29910 N/A PC CHARITABLE OPERATIONS 2500 MEALS ON WHEELS 105 SOUTH FANT ST ANDERSON SC 29624 N/A PC CHARITABLE OPERATIONS 2500 93000 0 14 30246 14 18698 18 33672 RECOVERY OF PRIOR YEAR GRANT 900099 01 2500 0 85116 0 85116 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 11695 5998 5697 THE STATE OF OHIO HAS A REPORTING FORMAT THAT DOES NOT REQUIRE SUBMISSION OF THE 990-PF. CHARLES SCHWAB CORP 97636 99721 SOUTHWESTERN ELECT PWR CO 93271 96453 ADOBE INC 23227 26681 ALPHABET INC 11115 75720 AMAZON COM INC 21705 43878 APPLE INC 1692 125210 BLACKROCK INC 27143 82009 COMCAST CORP 15180 22518 EATON CORP 27981 99561 GS FINANCE CORP S&P 500 100000 145730 HONEYWELL INTERNATIONAL 14544 33884 ISHARES CORE S&P 500 57391 129510 ISHARES CORE MID-CAP 25662 65426 ISHARES CORE S&P SMALL-CAP ETF 27593 59338 JP MORGAN CHASE & CO 17097 71913 MASTERCARD INC 7969 78986 MICROSOFT CORP 5956 105375 NVIDIA CORP 8996 235008 ROCKWELL AUTOMATION INC 17809 28579 SHERWIN WILLIAMS CO 10424 25495 UNION PACIFIC CORP 12892 57010 WALMART INC 18818 81315 ZOETIS INC 18465 24440 VANGUARD ENERGY ETF 48906 48524 CHEVRON CORP 25906 20278 COSTCO WHOLESALE CORP 34543 64139 HESS CORP 25518 21278 298151 299311 0 0 OHIO ATTORNEY GENERAL 200 0 200 RECOVERY OF PRIOR YEAR GRANT 2500 2500 INVESTMENT MANAGEMENT FEES 10065 10065 0 FEDERAL TAXES PAID 2000 0 0