Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
THE ART AND MARY SCHMUCKAL FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5745
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TRAVERSE CITY, MI49696
A Employer identification number

38-3498264
B Telephone number (see instructions)

(231) 946-3230
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,429,328J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 181 181  
4 Dividends and interest from securities... 119,735 119,735  
5a Gross rents............ 122,680 122,680  
b Net rental income or (loss) 80,949
6a Net gain or (loss) from sale of assets not on line 10 371,660
b Gross sales price for all assets on line 6a 884,270
7 Capital gain net income (from Part IV, line 2)... 371,660
8 Net short-term capital gain.........  
9 Income modifications........... 5,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 12,331 12,331  
12 Total. Add lines 1 through 11........ 626,587 626,587 5,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,827 1,913   1,914
c Other professional fees (attach schedule).... Click to see attachment 17,980 17,980   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,800 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 19,528 19,528  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,496 22,203   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,631 61,624   1,914
25 Contributions, gifts, grants paid....... 385,900 385,900
26 Total expenses and disbursements. Add lines 24 and 25 460,531 61,624   387,814
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 166,056
b Net investment income (if negative, enter -0-) 564,963
c Adjusted net income (if negative, enter -0-)... 5,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 98,466 193,385 193,385
2 Savings and temporary cash investments......... 310,201 161,588 161,588
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet866,939
Less: accumulated depreciation (attach schedule) bullet439,904 446,563 Click to see attachment427,035 977,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,932,612 Click to see attachment6,171,890 7,093,712
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,643 Click to see attachment3,643 Click to see attachment3,643
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,791,485 6,957,541 8,429,328
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,259 Click to see attachment2,259
23 Total liabilities (add lines 17 through 22)......... 2,259 2,259
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,293,311 2,293,311
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,495,915 4,661,971
29 Total net assets or fund balances (see instructions)..... 6,789,226 6,955,282
30 Total liabilities and net assets/fund balances (see instructions). 6,791,485 6,957,541
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,789,226
2
Enter amount from Part I, line 27a .....................
2
166,056
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,955,282
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,955,282
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WELLS FARGO LONG TERM      
b JPM LONG TERM      
c JPM SHORT TERM      
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 249,971   129,427 120,544
b 176,189   165,743 10,446
c 222,478   217,440 5,038
d 235,632     235,632
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       120,544
b       10,446
c       5,038
d       235,632
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 371,660
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,853
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,853
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,170
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,170
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 96
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,779
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletSCHMUCKALFOUNDATION.ORG
    14
    The books are in care ofbulletPAUL SCHMUCKAL Telephone no.bullet (231) 357-9742

    Located atbullet3582 COUNTRY CLUB DRIVETRAVERSE CITYMI ZIP+4bullet49684
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BARBARA F BENSON PRESIDENT
    0.00     		0 0 0
    3838 RUSTIC MANOR COURT
    TRAVERSE CITY,MI49684
    DONALD A SCHMUCKAL VICE-PRESIDENT
    0.00     		0 0 0
    2042 ARROWHEAD DRIVE
    TRAVERSE CITY,MI49686
    EVELYN K RICHARDSON SECRETARY
    0.00     		0 0 0
    6004 E GALLIVAN ROAD
    CEDAR,MI49621
    PAUL M SCHMUCKAL TREASURER
    0.00     		0 0 0
    3582 COUNTRY CLUB DRIVE
    TRAVERSE CITY,MI49684
    PATRICK J WILSON ASST. SECRETARY
    0.00     		0 0 0
    5349 LONE BEECH DRIVE
    TRAVERSE CITY,MI49685
    WAYNE A PAHSSEN ASST. TREASURER
    0.00     		0 0 0
    7941 TRUESDALE LANE
    TRAVERSE CITY,MI49686
    KEVIN P SCHMUCKAL DIRECTOR
    0.00     		0 0 0
    4220 RIVER PARK COURT
    CUMMING,GA30041
    JACOB RICHARDSON DIRECTOR
    0.00     		0 0 0
    6004 E GALLIVAN ROAD
    CEDAR,MI49621
    ANDREW BENSON DIRECTOR
    0.00     		0 0 0
    3838 RUSTIC MANOR COURT
    TRAVERSE CITY,MI49684
    MATTHEW BENSON DIRECTOR
    0.00     		0 0 0
    3838 RUSTIC MANOR COURT
    TRAVERSE CITY,MI49684
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,281,548
    b
    Average of monthly cash balances.......................
    1b
    428,242
    c
    Fair market value of all other assets (see instructions)................
    1c
    980,643
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,690,433
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,690,433
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    145,356
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,545,077
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    477,254
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    477,254
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,853
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,853
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    469,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    474,401
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    474,401
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 474,401
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 28,710
    b From 2017...... 27,050
    c From 2018...... 21,680
    d From 2019...... 39,250
    e From 2020...... 59,679
    f Total of lines 3a through e ........ 176,369
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 387,814
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 387,814
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 86,587 86,587
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 89,782
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		89,782
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 30,103
    d Excess from 2020.... 59,679
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EVELYN K RICHARDSON
    PO BOX 5745
    TRAVERSE CITY,MI49696
    (231) 632-5106
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORM AVAILABLE ON THE FOUNDATION'S WEB SITE.
    cAny submission deadlines:
    TWICE YEARLY PRIOR TO SEMI-ANNUAL GRANT CYCLES. DEADLINES ARE POSTED ON THE FOUNDATION'S WEB SITE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFERENCE IS GIVEN TO CHARITABLE AND EXEMPT ORGANIZATIONS WHICH ENHANCE THE WELL BEING OF CHILDREN, STRENGTHEN THE ECONOMIC ABILITY OF CITIZENS AND/OR CONTRIBUTE TO MORAL AND SPIRITUAL LIFE OF THE COMMUNITY.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACME CHRISTIAN THRIFT STORE & FOOD PANTRY
    8925 M-72
    WILLIAMSBURG,MI49690     		  PUBLIC CHARITY FOR THE PURCHASE OF BOOTS, MITTENS, HATS AND SOCKS 10,000
    BENZIE AREA CHRISTIAN NEIGHBORS
    2839 BENZIE HWY
    BENZONIA,MI49616     		  PUBLIC CHARITY PURCHASE OF FOOD FOR PANTRY FROM LOCAL FARMERS 5,000
    BETHANY CHRISTIAN SERVICES
    1055 CARRIAGE HILL DRIVE 2
    TRAVERSE CITY,MI49686     		  PUBLIC CHARITY EXPANSION OF SAFE FAMILIES FOR CHILDREN PROGRAM 5,000
    BOOTS FOR KIDS
    PO BOX 5744
    TRAVERSE CITY,MI49696     		  PUBLIC CHARITY BOOTS, MITTENS, HATS, SOCKS 10,000
    CATHOLIC CHARITIES OF W MICHIGAN
    40 JEFFERSON AVE
    GRAND RAPIDS,MI49503     		  PUBLIC CHARITY EXPANDING THEIR PARENTING JOURNEY PROGRAM TO THE GRAND TRAVERSE REGION 4,000
    CATHOLIC HUMAN SERVICES
    1000 HASTINGS ST
    TRAVERSE CITY,MI49686     		  PUBLIC CHARITY TO ASSIST WITH THEIR RE-BRANDING EFFORTS 5,000
    CHILD AND FAMILY SERVICES
    3785 VETERANS DR
    TRAVERSE CITY,MI49684     		  PUBLIC CHARITY TO ASSIST WITH THE CFS YOUTH SERVICES PROGRAMS 10,000
    COUNCIL OF MICHIGAN FOUNDATION
    1 S HARBOR DRIVE 3
    GRAND HAVEN,MI49417     		  PUBLIC CHARITY DONATION 2,900
    DOLLY PARTON IMAGINATION LIBRARY GRAND TRAVERSE REGION
    PO BOX 4441
    TRAVERSE CITY,MI49685     		  PUBLIC CHARITY TO SUPPORT CHLDREN'S LITERACY DEVELOPMENT FROM BIRTH TO AGE 5 3,000
    GENERATIONS AHEAD
    3962 N THREE MILE RD
    TRAVERSE CITY,MI49686     		  PUBLIC CHARITY FUNDS TO SUPPORT THE HOUSEHOLD NEEDS OF GENERATIONS AHEAD (GA) CLIENTS, AN AGENCY SERVING TEEN PARENTS IN THE GT AREA 5,000
    GRAND TRAVERSE AREA CATHOLIC SCHOOL
    123 E ELEVENTH ST
    TRAVERSE CITY,MI49684     		  PUBLIC CHARITY TOWARDS THE TWO SENIOR SCHOLARSHIP AWARDS (ANNUAL AWARD) 4,000
    GRAND TRAVERSE CONSERVATION DISTRICT
    1450 CASS ROAD
    TRAVERSE CITY,MI49685     		  PUBLIC CHARITY TO ASSIST THEIR DISCOVERY BACKPACK PROGRAM 2,000
    GRAND TRAVERSE PAVILIONS FOUNDATION
    1000 PAVILIONS CIRCLE
    TRAVERSE CITY,MI49684     		  PUBLIC CHARITY TOWARDS THE PURCHASE OF A FORD TRANSIT 20,000
    HABITAT FOR HUMANITY GRAND TRAVERSE REGION
    2487 RICE ST
    TRAVERSE CITY,MI49684     		  PUBLIC CHARITY CATALYZING CAPITAL TO START BUILDING THE 1ST HOUSE OF WHAT WILL BE 14 TOTAL AT THE INNOVATIVE NEW WAVES CHURCH DEVELOPMENT IN LEELANAU COUTNY 20,000
    INLAND SEAS EDUCATION ASSOCIATION
    101 DAME ST 218
    SUTTONS BAY,MI49682     		  PUBLIC CHARITY FOR EDUCATIONAL PROGRAMS 3,000
    MICHAEL'S PLACE
    1212 VETERANS DR STE 210
    TRAVERSE CITY,MI49684     		  PUBLIC CHARITY FUND PROJECT THAT ADDS A TOTAL OF 11-18 IN-SCHOOL SUPPORT GROUPS OVER THE NEXT 2 YEARS TARGETING THE MOST DISADVANTAGED YOUTH AND HOLISTICALLY SERVE THE NEEDS OF BEREAVED STUDENTS BY PROVIDING SUMMER GRIEF SUPPORT 15,000
    MT HOLIDAY
    3100 HOLIDAY RD
    TRAVERSE CITY,MI49686     		  PUBLIC CHARITY CAMPAIGN SUPPORT 10,000
    MUNSON HEALTHCARE FOUNDATION
    1150 MEDICAL CAMPUS DRIVE
    TRAVERSE CITY,MI49684     		  PUBLIC CHARITY SECOND PAYMENT OF A 5-YEAR MULTI-YEAR AWARD 100,000
    NORTHWESTERN MICHIGAN COLLEGE FOUNDATION
    1701 E FRONT ST
    TRAVERSE CITY,MI49686     		  PUBLIC CHARITY FOURTH PAYMENT OF 5-YEAR MULTI-YEAR AWARD 65,000
    SEEDS ECOLOGY & EDUCATION CENTER
    PO BOX 2454
    TRAVERSE CITY,MI49685     		  PUBLIC CHARITY TO THE EXPANSION OF THE FOOD SYSTEMS PROJECTS 10,000
    SPECIAL OLYMPICS OF MI
    CENTRAL MI UNIVERSITY
    MOUNT PLEASANT,MI48859     		  PUBLIC CHARITY TOWARDS SUPPORT OF LOCAL COMMUNITY PROGRAMS 1,000
    ST MARY'S OF HANNAH
    2912 M-113
    KINGSLY,MI49649     		  PUBLIC CHARITY FOR THE MILLION-DOLLAR ENDOWMENT CAMPAIGN 50,000
    THE DREAM TEAM OF NORTHERN MI
    2002 ARROWHEAD DR
    TRAVERSE CITY,MI49686     		  PUBLIC CHARITY FUNDS TO SUPPORT THE FIELD OF DREAMS PROJECT, A RENOVATION OF 4 SOFTBALL FIELD DUGOUTS AT THE GT CIVIC CENTER 6,000
    THE SALVATION ARMY
    16130 NORTHLAND DR
    SOUTHFIELD,MI48075     		  PUBLIC CHARITY SUPPORTING PROJECT GOOD NEIGHBOR 10,000
    TRAVERSE BAY CHILDREN'S ADVOCACY
    2000 CHARTWELL DR STE 3
    TRAVERSE CITY,MI49696     		  PUBLIC CHARITY FUNDING FOR TRAUMA THERAPY PROGRAM 10,000
    Total .................................bullet 3a 385,900
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 181  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 80,949  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 371,660  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 577,850 7,006
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    584,856
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    7 REIMBURSED GRANT EXPENSES
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,827 1,913   1,914

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Category Amount
    NONE 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMMERCIAL REAL ESTATE 1999-12-05 761,600 420,376 SL 39.000000000000 19,528 19,528    
    LAND 1999-12-05 88,400   L   0 0    
    SEWER ASSESSMENT 2006-02-06 16,939   L   0 0    

    TY 2021 InvestmentsLandSchedule2
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMMERCIAL REAL ESTATE 761,600 439,904 321,696  
    LAND 88,400 0 88,400  
    SEWER ASSESSMENT 16,939 0 16,939  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMER BALANCED FD, 15,919.85 SHS FMV 337,585 454,830
    BOND FUND OF AMERICA, 14,538.72 SHS FMV 187,273 172,429
    CAPITAL INCOME BLDR, 4,170.40 SHS FMV 231,392 260,734
    CAPITAL WORLD BOND FD, 5793.96 SHS FMV 113,184 96,180
    CAPITAL WORLD GROWTH & INCOME FD, 5,392.53 SHS FMV 234,654 267,685
    FUNDAMENTAL INVS INC, 5,2433.89 SHS FMV 271,179 308,078
    GROWTH FUND AMERICA, 6,709.84 SHS FMV 297,851 347,368
    INCOME FUND AMERICA INC, 11,409.83 FMV 223,262 263,567
    INTERMEDIATE BOND FD OF AMERICA, 16,329.97 SHS FMV 219,076 210,167
    NEW PERSPECTIVE FD, 6,084.42 SHS FMV 203,614 294,364
    NEW WORLD FUND, 4,210.82 SHS FMV 240,540 276,145
    SMALL CAP WORLD FD, 4,758.42 SHS FMV 243,596 259,334
    SHRT TERM BD FD AMER INC, 15,087.48 SHS FMV 150,498 144,991
    WASH MUTL INVS FD, 10,294.53 SHS FMV 380,581 522,036
    FEDERATED HRMS 39,110.25 SHS FMV 358,230 351,601
    JPMORGAN TR II, 259,99.72 SHS FMV 259,300 259,300
    FIDELITY SALEM 500 INDEX, 3,253.60 SHS FMV 391,745 429,215
    ISHARES INC, 905 SHS FMV 57,707 47,811
    ISHARES MSCI CANADA, 1,662 SHS FMV 47,081 55,976
    ISHARES MSCI EAFE, 4,151 SHS FMV 245,773 259,396
    ISHARES MSCI PACIFIC, 1,230 SHS FMV 58,263 51,217
    ISHARES TR, 2,235 SHS FMV 112,937 100,486
    SPDR S&P 500, 2,729 SHS FMV 593,584 1,029,515
    VANGUARD INTL EQUITY, 1,432 SHS FMV 95,460 75,638
    ISHARES CORE US, 790 SHS FMV 89,814 80,327
    ISHARES MBS ETF 515 SHS FMV 56,635 50,207
    PIMCO HIGH YIELD FUND, 11,556.97 SHS FMV 57,207 53,278
    VANGUARD CHARLOTTE FDS, 9,475.921 SHS FMV 211,450 187,434
    VANGUARD TOTAL BOND, 349 SHS FMV 29,606 26,266
    VANGUARD TOTAL, 1,694 SHS FMV 92,532 83,921
    ISHARES 7 10 YEAR TREASURY, 259 SHS FMV 25,939 26,495
    VANGUARD SHORT TERM BOND, 341 SHS FMV 27,921 26,185
    FIDELITY SALEM INT INDEX, 540.67 SHS FMV 26,421 21,536

    TY 2021 OtherAssetsSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OIL & GAS INTEREST 3,643 3,643 3,643


    TY 2021 OtherExpensesSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER 293 0   0
    REPAIRS & MAINTENANCE 2,378 2,378   0
    UTILITIES 4,668 4,668   0
    NET PROPERTY TAXES 15,157 15,157   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 2,245 2,245 2,245
    MISC 3,080 3,080 3,080
    RETURNED GRANT 5,000 5,000 5,000
    TAX REFUND 2,006 2,006 2,006


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 2,259 2,259


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 17,980 17,980   0


    TY 2021 TaxesSchedule
    Name:
    THE ART AND MARY SCHMUCKAL FAMILY
     
    FOUNDATION
    EIN:
    38-3498264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX BASED ON INVESTMENT INCOME 10,800 0   0