2025-04-24T14:36:39-05:00 2024-12-31 272895129 Ahrens DeAngeli Law Group LLP PO Box 9500 Boise ID 837079500 990PF 2024-01-01 826054822 Wallace A Schindel Charitable Trust WALL 5032754327 co US Bank NA PO Box 2043 Milwaukee WI 532012043 US Bank NA Trustee 2083837200 2025-04-24 1 1 Darin DeAngeli P00193310 2086397799 2024 2025-03-06 01:10:19Z X 351033 X X 11506 11506 -1404 87405 0 10102 11506 5555 4444 1111 2810 2248 562 446 446 0 148 148 0 8959 7286 1673 21000 21000 29959 7286 22673 -19857 4220 9909 10931 10931 333267 312351 340102 343176 323282 351033 0 0 X 183131 183131 0 0 160045 140151 343176 323282 343176 323282 343176 -19857 23 323342 60 323282 Long Term Capital Gains Dividends/Distributions P 535 535 535 Sale of Publicly Traded Securities - Short Term P 33263 33374 -111 -111 Sale of Publicly Traded Securities - Long Term P 53607 55435 -1828 -1828 -1404 59 0 59 0 59 486 0 0 0 486 0 427 427 0 0 0 0 0 0 0 0 0 0 0 1 1 ID 1 0 0 0 0 1 N/A US Bank NA 5032754327 PO Box 3168 Portland OR 97208 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 US Bank NA PO Box 3168 Portland OR 97208 Trustee 1.00 5555 0 0 Edward D Ahrens PO Box 9500 Boise ID 837079500 Charitable Committee 1.00 0 0 0 Darin DeAngeli PO Box 9500 Boise ID 837079500 Charitable Committee 1.00 0 0 0 NONE 0 NONE 0 0 340162 7840 0 348002 0 0 348002 5220 342782 17139 17139 59 59 17080 0 17080 0 17080 22673 0 22673 17080 0 0 15822 7458 23280 22673 0 0 0 17080 5593 0 0 28873 0 0 0 0 0 0 0 28873 15822 7458 5593 US Bank NA PO Box 7928 Boise ID 83707 2083837200 Letter detailing programs offered and budget requirements. March 31st of the grant year. Distributions must be for the care and rehabilitation of youth. Assistance League of Boise Idaho Inc 5825 North Glenwood Street Garden City ID 83714 None Public Charity Provides Childhood Services/Resources 5000 Children's Home Society of Idaho 740 Warm Springs Avenue Boise ID 83712 None Public Charity Counseling/Assistance for Children & Families 6000 Culinary Skills Training Center Inc dba Life's Kitchen 9492 Emerald Street Boise ID 83704 None Public Charity Life Skills Training for Youth 5000 Rise Above - Performance and Nutrition Training 492 East Observation Drive Meridian ID 83642 None Public Charity General Support 5000 21000 0 14 11506 18 -1404 0 10102 0 10102 0 0 0 0 0 0 0 0 0 0 IShares Core MSCI Eafe ETF - IEFA AT COST 20411 21787 IShares MSCI Emerging Mkts ETF EEM - IEMG AT COST 22583 19113 IShares Core S P 500 - IVV AT COST 59186 92423 Stephens Mid Cap Growth R5 - SFMIX AT COST 12740 13875 IShares Russell 2000 - IWM AT COST 11706 14141 Angel Oak Multi Strategy Income - ANGIX AT COST 11700 10074 IShares Core US Aggregate Bond - AGG AT COST 32188 28392 Pgim Total Return Bond Cl R6 - PTRQX AT COST 37314 30152 Schwab US Reit - SCHH AT COST 9349 10530 IShares Russell Mid Cap - IWR AT COST 13646 17326 IShares Russell Mid Cap Value - IWS AT COST 10469 14098 Clearbridge International Growth - LMGNX AT COST 11085 10114 IShares MSCI Eafe Value - EFV AT COST 10024 9654 Artisan High Income Fund - APHFX AT COST 14738 13365 IShares 20 Year Treasury Bond Etf - TLT AT COST 3637 3057 Stone Ridge Hy Reinsur I - SHRIX AT COST 12151 12947 Vanguard Total World Stock Index - VT AT COST 8626 8341 Western Asset Income Is - WAGIX AT COST 10798 10713 Legal Fees 2810 2248 562 Timing Differences/Rounding Errors 60 Return of Capital - PGIM Total Return Bond Cl R6 23 Other Professional Fees 446 446 0 Foreign Taxes Paid 148 148 0