2025-05-27T13:12:39-05:00 2024-12-31 993196374 KMA MANAGEMENT LLC 225 W WASHINGTON ST SUITE 200 CHICAGO IL 60606 990PF 2024-01-01 610921414 SCHMIDT FAMILY FOUNDATION SCHM 9413652501 1233 N GULFSTREAM AVENUE 901 SARASOTA FL 34236 JANET SCHMIDT PRESIDENT 9413652501 2025-05-08 1 0 DAVID R WEINBERG CPA P00005505 3126290900 2025-05-07 2024 2025-03-06 01:10:19Z X 5094922 X X 147422 147422 304989 765875 304989 452411 452411 0 0 0 2700 1350 1350 14500 14500 0 17200 15850 1350 495000 495000 512200 15850 496350 -59789 436561 505430 443219 443219 4201855 4204277 4651703 4707285 4647496 5094922 0 0 X 0 0 0 0 4707285 4647496 4707285 4647496 4707285 4647496 4707285 -59789 0 4647496 0 4647496 CHARLES SCHWAB TRANSACTIONS P 3398 3214 184 184 CHARLES SCHWAB TRANSACTIONS P 760777 457672 303105 303105 CAPITAL GAINS DIVIDENDS P 1700 1700 1700 304989 6068 0 6068 0 6068 1574 0 10500 0 12074 3 6003 6003 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A JANET B SCHMIDT 4042537514 1233 N GULFSTREAM AVE 901 SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANET B SCHMIDT 1233 N GULFSTREAM AVE 901 SARASOTA FL 34236 PRESIDENT 2.00 0 0 0 LAWRENCE SCHMIDT 1233 N GULFSTREAM AVE 901 SARASOTA FL 34236 SECRETARY-TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 4541154 474327 0 5015481 0 0 5015481 75232 4940249 247012 247012 6068 6068 240944 0 240944 0 240944 496350 0 496350 240944 0 0 1673 120947 122620 496350 0 0 0 240944 255406 0 0 378026 0 0 0 0 0 0 0 378026 1673 120947 255406 X BERNHEIM ARBORETUM AND RESEARCH FOREST 2075 CLERMONT RD CLERMONT KY 40110 ALL CONTRIBUTIONS ARE MADE TO FURTHER THE 2000 CASA OF THE HEARTLAND PO BOX 6065 ELIZABETHTOWN KY 42702 CHARITABLE PURPOSES OF THE RECIPIENT ORGANIZATIONS. 10000 CARE GUIDE PARTNERS PACE 109 BUFFALO CREEK DR ELIZABETHTOWN KY 42701 SEE ABOVE 300000 CLARITY SOLUTIONS 39 EXCELSIOR COURT OAKLAND CA 94610 SEE ABOVE 3500 DOGS INC 4210 77TH ST E PALMETTO FL 34221 SEE ABOVE 30000 FACE AUTISM INC 5333 RIO VISTA ST SARASOTA FL 34232 SEE ABOVE 1000 GREENSPACE INC PO BOX 550 ELIZABETHTOWN KY 42702 SEE ABOVE 10000 HABITAT FOR HUMANITY 1205 N DIXIE AVE SUITE 104 ELIZABETHTOWN KY 42701 SEE ABOVE 10000 KCTCS 300 N MAIN ST VERSAILLES KY 40383 SEE ABOVE 10000 PROJECT LEARN INC 225 COLLEGE STREET ELIZABETHTOWN KY 42701 SEE ABOVE 3500 RINGLING COLLEGE OF ART AND DESIGN 2700 N TAMIAMI TRAIL SARASOTA FL 34234 SEE ABOVE 50000 SOUTHEASTERN GUIDE DOGS 4210 77TH ST E PALMETTO FL 34221 SEE ABOVE 35000 SPARCC 2139 MAIN ST SARASOTA FL 34237 SEE ABOVE 30000 495000 0 14 147422 18 304989 0 452411 0 452411 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2700 1350 1350 MUTUAL FUNDS 4204277 4651703 INVESTMENT ADVISORY FEES 14500 14500 0