2026-07-06T06:49:08-05:00 2025-12-31 351307701 KRUGGEL LAWTON & COMPANY 2401 W CENTRE AVE PORTAGE MI 49024 990PF 2025-01-01 843069092 TRITTSCHUH FAMILY CHARITABLE FOUNDATION TRIT 2696376151 4128 KATYDID LANE KALAMAZOO MI 49008 ERICA TRITTSCHUH TREASURER, DIRECTOR 3128330751 2026-07-01 1 GABRIEL VERVYNCKT P02099725 2693296600 2026-07-01 2025 2025-03-06 01:10:19Z X 1333081 X X 13 13 6068 6068 105075 604464 105075 256 0 111412 111156 0 0 0 1700 1700 0 5536 5536 0 1188 87 0 45269 0 45269 30 30 0 53723 7353 45269 18956 18956 72679 7353 64225 38733 103803 30609 18397 18397 6597 805 805 470408 526335 1313879 507614 545537 1333081 0 0 X 0 0 0 0 507614 545537 507614 545537 507614 545537 507614 38733 0 546347 810 545537 PUBLICLY TRADED SECURITIES P 382037 260172 121865 121865 PUBLICLY TRADED SECURITIES P 222420 239217 -16797 -16797 CAPITAL GAINS DIVIDENDS P 7 7 7 105075 1443 0 1443 0 1443 560 0 1250 0 1810 5 362 362 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A ERICA TRITTSCHUH 3128330751 6050 SILVER SAGE DRIVE PARK CITY UT 84098 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALISON L ANTHONISZ 3500 N SEELEY AVENUE CHICAGO IL 60618 DIRECTOR 1.00 0 0 0 GARETH J ANTHONISZ 3500 N SEELEY AVENUE CHICAGO IL 60618 DIRECTOR 1.00 0 0 0 JONATHAN S ARMITAGE 6050 SILVER SAGE DRIVE PARK CITY UT 84098 DIRECTOR 1.00 0 0 0 CHRISTOPHER K PATANO 5329 W MERCER WAY MERCER ISLAND WA 98040 DIRECTOR 1.00 0 0 0 CAROL L TRITTSCHUH 4128 KATYDID LANE KALAMAZOO MI 49008 CO-PRESIDENT, DIR 1.00 0 0 0 EMILY H TRITTSCHUH 5329 W MERCER WAY MERCER ISLAND WA 98040 DIRECTOR, VP 1.00 0 0 0 ERICA L TRITTSCHUH 6050 SILVER SAGE DRIVE PARK CITY UT 84098 DIRECTOR, TREASURER 1.00 0 0 0 JOHN R TRITTSCHUH 4128 KATYDID LANE KALAMAZOO MI 49008 CO-PRESIDENT, DIR 1.00 0 0 0 NONE 0 NONE 0 0 1070426 48654 0 1119080 0 0 1119080 16786 1102294 55115 55115 1443 1443 53672 0 53672 0 53672 64225 0 64225 53672 0 0 13879 71169 37207 122255 64225 0 0 0 53672 10553 0 0 132808 0 0 0 0 0 0 13879 118929 71169 37207 10553 X ALZHEIMER'S ASSOCATION 200 TURWILL LANE KALAMAZOO MI 49006 NONE PC GENERAL & UNRESTRICTED 100 AMERICAN CANCER CENTER 4608 W MAIN ST KALAMAZOO MI 49006 NONE PC GENERAL & UNRESTRICTED 100 AMERICAN HEART ASSOCIATION 3940 PENINSULA DR SE 180 GRAND RAPIDS MI 49546 NONE PC GENERAL & UNRESTRICTED 50 BOYS & GIRLS CLUBS OF KALAMAZOO 4000 PORTAGE ST KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 CARES 629 PIONEER ST KALAMAZOO MI 49008 NONE PC GENERAL & UNRESTRICTED 50 CHEFF THERAPEUTIC RIDING CENTER 8450 N 43RD ST 9651 AUGUSTA MI 49012 NONE PC GENERAL & UNRESTRICTED 100 COMMUNITIES IN SCHOOLS KALAMAZOO 180 E WATER ST KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 100 CROHN'S AND COLITIS FOUNDATION 9 LAKE BELLEVUE DR BELLEVUE WA 98005 NONE PC GENERAL & UNRESTRICTED 500 FAMILY & CHILDREN SERVICES KALAMAZO 1608 LAKE ST KALAMAZOO MI 49001 NONE PC GENERAL & UNRESTRICTED 100 FARMERS ALLEY THEATRE 221 FARMERS ALLEY KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 FIRST DAY SHOE FUND 5416 MEREDITH ST PORTAGE MI 49002 NONE PC GENERAL & UNRESTRICTED 100 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO IL 60632 NONE PC GENERAL & UNRESTRICTED 526 HABITAT FOR HUMANITY 1126 GULL RD KALAMAZOO MI 49048 NONE PC GENERAL & UNRESTRICTED 100 HOSPITALITY HOUSE 828 S BURDICK ST KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 KALAMAZOO GOSPEL MISSIONS 448 N BURDICK ST KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 KALAMAZOO IN BLOOM PO BOX 20178 KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 KALAMAZOO INSTITUTE OF ART 314 S PARK ST KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 250 KALAMAZOO LOAVES & FISHES 901 PORTAGE ST KALAMAZOO MI 49001 NONE PC GENERAL & UNRESTRICTED 100 KALAMAZOO NATURE CENTER 7000 N WESTNEDGE AVE KALAMAZOO MI 49009 NONE PC GENERAL & UNRESTRICTED 50 MEDICINS SAN FRONTIERES USA 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL & UNRESTRICTED 50 MERCER ISLAND ROWING CLUB 9012 SE 59TH ST MERCER ISLAND WA 98040 NONE PC GENERAL & UNRESTRICTED 1000 MERCER ISLAND SCHOOLS FOUNDATION 4160 86TH AVE SE MERCER ISLAND WA 98040 NONE PC GENERAL & UNRESTRICTED 500 MICHIGAN FOUNDATION FOR THE BLIND 261 E KALAMAZOO AVE KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 MICHIGAN MARITIME MUSEUM 260 DYCKMAN AVE SOUTH HAVEN MI 49090 NONE PC GENERAL & UNRESTRICTED 1000 MINISTRY WITH COMMUNITY 500 N EDWARDS ST KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 100 MOUNTAIN TRAILS FOUNDATION 5792 HIGHLAND DR PARK CITY UT 84098 NONE PC GENERAL & UNRESTRICTED 53 NATIONAL MS SOCIETY 900 S BROADWAY 2ND FLOOR DENVER CO 80209 NONE PC GENERAL & UNRESTRICTED 265 NATIONAL PARKS CONSERVATION ASSOC 777 6TH STREET NW WASHINTON DC 20001 NONE PC GENERAL & UNRESTRICTED 100 NATIONAL PARKS FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 NONE PC GENERAL & UNRESTRICTED 100 PARK CITY EDUCATION FOUNDATION 1850 SIDEWINDER DR 220 PARK CITY UT 84060 NONE PC GENERAL & UNRESTRICTED 600 PI BETA PHI FOUNDATION 1154 TOWN AND COUNTRY TOWN AND COUNTRY MO 63017 NONE PC GENERAL & UNRESTRICTED 100 PLANNED PARENTHOOD 4201 W MICHIGAN AVE KALAMAZOO MI 49006 NONE PC GENERAL & UNRESTRICTED 2000 PROJECT HOPE 1101 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 NONE PC GENERAL & UNRESTRICTED 50 SALVATION ARMY 5117 PORTAGE RD PORTAGE MI 49002 NONE PC GENERAL & UNRESTRICTED 50 SOUTH HAVEN ART CENTER 600 PHOENIX ST SOUTH HAVEN MI 49090 NONE PC GENERAL & UNRESTRICTED 2200 UNITED WAY OF SOUTHWEST MICHIGAN 2015 LAKEVIEW AVE ST JOSEPH MI 49085 NONE PC GENERAL & UNRESTRICTED 1700 WARRIORS AND QUIET WATER FOUNDATION 1087 STONERIDGE DR STE 1 BOZEMAN MT 59718 NONE PC GENERAL & UNRESTRICTED 50 WMU FOUNDATION 2350 RING RD N KALAMAZOO MI 49006 NONE PC GENERAL & UNRESTRICTED 250 YOUTH SPORTS ALLIANCE 725 PARKWAY PARK CITY UT 84098 NONE PC GENERAL & UNRESTRICTED 80 YWCA OF KALAMAZOO 353 E MICHIGAN AVE KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 200 ACEING AUTISM 2001 S BARRINGTON AVE 207 LOS ANGELES CA 90025 NONE PC GENERAL & UNRESTRICTED 120 COMMUNITY HEALING CENTER 2615 STADIUM DRIVE KALAMAZOO MI 49008 NONE PC GENERAL & UNRESTRICTED 50 FRIENDS OF THE BLUE STAR TRAIL 6935 BLUE WATER LANE FENNVILLE MI 49408 NONE PC GENERAL & UNRESTRICTED 400 CHICAGOLAND HABITAT FOR HUMANITY 328 S JEFFERSON 610 CHICAGO IL 60661 NONE PC GENERAL & UNRESTRICTED 1500 JUNIOR LEAGUE OF SARASOTA 3300 S TAMIAMI TRAIL UNIT 3 SARASOTA FL 34239 NONE PC GENERAL & UNRESTRICTED 200 KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION 6767 WEST O AVENUE KALAMAZOO MI 49009 NONE PC GENERAL & UNRESTRICTED 100 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 NONE PC GENERAL & UNRESTRICTED 500 MERCER ISLAND YOUTH AND FAMILY SERVICES FOUNDATION PO BOX 1084 MERCER ISLAND WA 98040 NONE PC GENERAL & UNRESTRICTED 600 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GENERAL & UNRESTRICTED 50 WORLD CENTRAL KITCHEN PMB 2124 2001 L STREET NW WASHINGTON DC 20036 NONE PC GENERAL & UNRESTRICTED 516 WASATCH IMMIGRATION PROJECT PO BOX 681791 PARK CITY UT 84068 NONE PC GENERAL & UNRESTRICTED 53 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 NONE PC GENERAL & UNRESTRICTED 250 UTAH STATE UNIVERSITY 2400 OLD MAIN HL LOGAN UT 84322 NONE PC GENERAL & UNRESTRICTED 53 TREEHOUSE 2100 24TH AVENUE SOUTH 200 SEATTLE WA 98144 NONE PC GENERAL & UNRESTRICTED 200 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10 FL NEW YORK NY 10038 NONE PC GENERAL & UNRESTRICTED 516 PLANNED PARENTHOOD ASSOCIATION OF UTAH 654 SOUTH 900 EAST SALT LAKE CITY UT 84102 NONE PC GENERAL & UNRESTRICTED 265 PARK CITY CONSERVATION ASSOCIATION PO BOX 682998 PARK CITY UT 84068 NONE PC GENERAL & UNRESTRICTED 159 MUNSON HOME CARE 1105 SIXTH STREET TRAVERSE CITY MI 49684 NONE PC GENERAL & UNRESTRICTED 200 MUNSON HOME SERVICES 1105 SIXTH STREET TRAVERSE CITY MI 49684 NONE PC GENERAL & UNRESTRICTED 200 FIRST CONGREGATIONAL CHURCH OF KALAMAZOO 345 W MICHIGAN AVE KALAMAZOO MI 49007 NONE PC GENERAL & UNRESTRICTED 50 18956 0 14 13 14 6068 18 105075 NON DIVIDEND DISTRIBUTIONS 14 256 0 111412 0 111412 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1700 1700 0 CHARLES SCHWAB BROKERAGE ACCOUNT 526335 1313879 PRIOR PERIOD ADJUSTMENTS 810 MISC EXPENSE 30 30 0 NON DIVIDEND DISTRIBUTIONS 256 256 INVESTMENT BROKER FEES 5536 5536 0 FOREIGN TAXES 87 87 0 EXCISE TAXES 1101 0 0