2026-06-01T14:42:01-05:00 2025-12-31 381335762 CALKINS HEHL RAFKO CPAS PLLC 1 S MONROE ST MONROE MI 481612230 990PF 2025-01-01 386153472 HERMAN & IRENE GERTZ FOUNDATION FIRST MERCHANTS BANK PWA TRUSTEE HERM 7342413431 200 E JACKSON MUNCIE IN 47305 ANDREW WEISENBURGER TRUST AGENT 7342422068 2026-05-24 1 MATTHEW D HEHL P01220404 7342417200 2026-05-24 2025 2025-03-06 01:10:19Z X 1419269 X X 34866 34866 50283 187291 50283 85149 85149 13896 6948 6948 1350 675 675 2163 2163 0 124 124 0 17533 9910 7623 90000 90000 107533 9910 97623 -22384 75239 49007 74199 74199 1118539 1070963 1345070 1167546 1145162 1419269 0 0 X 0 0 0 0 1167546 1145162 1167546 1145162 1167546 1145162 1167546 -22384 0 1145162 0 1145162 ECOLAB INC 2025-04-28 2025-12-01 1097 958 139 139 SYNOPSYS 2025-07-21 2025-07-22 472 460 12 12 FMB PRIVATE WEALTH COVERED SALES 2019-03-14 2025-12-31 185722 135590 50132 50132 50283 1046 0 1046 0 1046 1300 0 1000 0 2300 0 1254 1254 0 0 0 0 0 0 0 0 0 0 0 0 1 MI 1 0 0 0 0 1 N/A FIRST MERCHANTS BANK 7342422068 10 WASHINGTON ST MONROE MI 48161 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIMBERLY SMILLIE PO BOX 54 MILLERSBURG MI 49759 TRUSTEE 0.00 0 0 0 KEITH FRANK 1310 WARNER CREEK SALINE MI 48176 TRUSTEE 0.00 0 0 0 CHRISTINE GAKENHEIMER 6603 SUMMERLYN BLVD LAMBERTVILLE MI 48144 TRUSTEE 0.00 0 0 0 FIRST MERCHANTS BANK 10 WASHINGTON STREET MONROE MI 48161 TRUST AGENT 0.50 13896 0 0 NONE 0 NONE 0 THE ONLY ACTIVITY IS MAKING GRANTS 0 0 1352808 47386 0 1400194 0 0 1400194 21003 1379191 68960 68960 1046 1046 67914 0 67914 0 67914 97623 0 97623 67914 0 0 3645 8650 4779 5527 22601 97623 0 0 0 67914 29709 0 0 52310 0 0 0 0 0 0 3645 48665 8650 4779 5527 29709 FIRST MERCHANTS BANK TRUSTEE 10 WASHINGTON ST MONROE MI 48161 7342422068 NO REQUIRED FORM. MOST ARE LETTERS EXPLAINING THE PURPOSE OF THE REQUEST. NO DEADLINE NO RESTRICTIONS OTHER THAN THEY MUST BE AN IRS QUALIFIED CHARITY SUCH AS CHURCHES, PUBLIC EDUCATION OR 501(C)(3) ORGANIZATIONS. ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION DEPARTMENT 4586 CAROL STREAM IL 60122 N/A PC HEALTH AND WELFARE 4500 BRIGHTON ASSEMBLY OF GOD 7770 WHITMORE LAKE BRIGHTON MI 48116 N/A PC RELIGIOUS 3000 CITI LINC 70 CALHOUN ST BATTLE CREEK MI 49071 N/A PC HEALTH & WELFARE 500 CITY VIEW CHURCH 8404 PHYLLIS PLACE SAN DIEGO CA 92123 N/A PC RELIGIOUS 1000 COLLABORATORY OF SWFL 2031 JACKSON ST FORT MYERS FL 33901 N/A PC CIVIC 1000 COMMUNITY FOUNDATION OF MONROE 28 S MACOMB ST MONROE MI 48161 N/A PC COMMUNITY/CIVIC 11500 FULL LIFE ASSEMBLY OF GOD 813 OAK MEADOW DRIVE FRANKLIN TN 37064 N/A NC RELIGIOUS 5500 HEARTS CRI MICHIGAN INC 7770 WHITEMORE LAKE RD BRIGHTON MI 48116 N/A PC CIVIC 1500 LEE HEALTH FOUNDATION 9800 S HEALTH PARK DR STE FORT MYERS FL 33908 N/A PC HEALTH & WELFARE 4000 MONROE FAMILY YMCA 1111 W ELM AVE MONROE MI 48162 N/A PC HEALTH & WELFARE 2000 ONAWAY ONBONTIC TEAM 4549 M-33 ONAWAY MI 49765 N/A PC EDUCATION 500 RIVER RAISIN CENTER FOR ARTS 114 S MONROE MONROE MI 48161 N/A PC COMMUNITY/CIVIC 5750 SUICIDE PREVENTION 12693 LUCE ST MILLERSBURG MI 49759 N/A PC HEALTH & WELFARE 2000 VALLEY ASSEMBLY OF GOD 17544 YORK RD HAGERSTOWN MD 21740 N/A PC RELIGIOUS 2000 VILLAGE OF MILLERSBURG PO BOX 135 MILLERSBURG MI 49759 N/A PC CIVIC 9000 CARDINAL BEGINNINGS 4549 M-33 ONAWAY MI 49765 N/A PC EDUCATION 4000 NEMCSA EARLY HEADSTART 2569 US 23 ALPENA MI 49707 N/A PC EDUCATION 2000 TSC ALLIANCE 8737 COLESVILE RD SILVER SPRING MD 20910 N/A PC CIVIC 1000 FRATERNAL ORDER OF EAGLES 12551 ORCUTT HWYT MILLERSBURG MI 49707 N/A PC CIVIC 2500 MILLERSBURG HISTORICAL SOCIETY PO BOX 30 MILLERSBURG MI 49707 N/A PC CIVIC 1000 PRESQUE ISLE CNY SHERIFF 267 N 2ND ST ROGERS CITY MI 49779 N/A PC COMMUNITY 13000 FRIENDS TOGETHER 105 PRENTISS ALPENA MI 49707 N/A PC HEALTH & WELFARE 1000 MILLERSBURG VOLUNTEER FIRE DEPT 475 MAPLE ST PO BOX 57 MILLERSBURG MI 49759 N/A PC COMMUNITY 4000 NORTHERN MICHIGAN PATRIOTS BASEBALL 418 E MITCHELL STREET PETOSKEY MI 49770 N/A PC YOUTH 1000 MONROE CO HISTORICAL SOCIETY 22 W SECOND ST MONROE MI 48162 N/A PC CIVIC 5750 MILLERSBURG LABOR DAY COMMITTEE PO BOX 135 MILLERSBURG MI 49759 N/A PC CIVIC 1000 90000 0 14 34866 18 50283 0 85149 0 85149 0 0 0 0 0 0 0 0 0 0 CPA'S, PLLC - TAX SERVICE 1350 675 675 ACCENTURE PLC ADR 12050 11269 ALPHABET CL A 4410 33804 AMAZON.COM INC 6642 23313 AMETEK INC COM 11805 13961 AMPHENOL CORPORATION 6953 23785 APPLE INC 2042 22564 ASTRAZENECA ADR 5754 7538 AUTOMATIC DATA PROCESSING 6795 6945 BARCLAYS AGGREG BOND 320856 310926 BLACKROCK INC 8938 12844 BROADCOM INC NPV 3164 21112 BROWN & BROWN INC COM 9804 8767 CHARLES SCHWAB CORP 9689 13088 CHUBB LIMITED ADR 6009 9051 CONOCO PHILLIPS 7524 5242 CONSTELLATION ENERGY CORP COM 4923 7772 COPART INC COM 6497 7478 COSTCO WHOLESALE CORP 6171 10348 CULLEN FROST BANKERS COM 3874 4685 DANAHER CORP. 674 6410 DISNEY WALT COMPANY 4191 5006 EOG RESOURCES INC 6827 5671 FORTINET INC COM 7680 8894 HOME DEPOT 3054 4817 HONEYWELL INT INC COM 10309 9950 INVESCO ULTRA SHORT DUR 70256 70501 ISHARES TR CORE MSCI 54956 67095 JOHNSON & JOHNSON 3268 9313 LAM RESEARCH CORP 4308 15064 LILLY ELI & CO 3224 9672 LINDE PLC COM 7043 8954 LOWES COMPANIES 7016 8199 MCDONALDS CORP 6299 7029 META PLATFORMS IC 10827 13202 MICROSOFT CORP 12665 28534 MSCI EMERGING MKTS CORE ISHARES 23237 33341 NEXTERA ENERGY INC 5096 4977 O'REILLY AUTOMOTIVE INC 4966 8209 PEPSICO INC 1249 3157 PROCTER & GAMBLE 7219 9172 REAL ESTATE SELECT SEC ETF 2707 2825 S & P GLOBAL INC 10608 14110 S & P MIDCAP 400 ETF 65140 80718 S& P SMALL CAP 600 CORE 57219 78598 SERVICE NOW INC 4848 9191 STRYKER CORP 8418 13356 TEXAS INSTRS INC 5741 5552 TJX COS INC NEW 6104 12749 VANECK SEMICONDUCTOR ETF 17868 25929 VANGUARD INTERM TERM 79453 74921 VANGUARD TOTAL INTL BD IDX ETF 34451 32133 VISA COM 8913 17185 WALMART 6466 15375 ABBVIE INC 8468 9597 ECOLAB INC 4550 4988 EXXON MOBIL CORPORATION 4626 5175 NVIDIA CORP 10384 11936 HEALTHCARE SECTOR 4200 4180 VANGUARD INFO TECH ETF 6031 6030 BAE SYSTEMS PLC SPONSORED 8504 9406 SAP AKTIENGESELLSCHAFT 4894 4372 TAIWAN SEMI CONDUCTOR 6749 8509 SYNOPSYS INCC 6357 6576 INVESTMENT FEES 9 9 0 MISCELLANEOUS 115 115 0 FEDERAL TAXES - IRS 2107 2107 0 FOREIGN TAX W/H ON DIVIDENDS 56 56 0