Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,899,717J 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 right arrow.............
3 Interest on savings and temporary cash investments 3,199 3,199  
4 Dividends and interest from securities... 110,480 110,480  
5a Gross rents............ 120,834 120,834  
b Net rental income or (loss) 77,791
6a Net gain or (loss) from sale of assets not on line 10 311,006
b Gross sales price for all assets on line 6a 2,865,354
7 Capital gain net income (from Part IV, line 2)... 311,006
8 Net short-term capital gain.........  
9 Income modifications...........  
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
List of Attached Documents:
// Content
51,622 51,622  
12 Total. Add lines 1 through 11........ 597,141 597,141  
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
List of Attached Documents:
// Content
4,621 2,311   2,310
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
21,343 21,343   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,140 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
19,528 19,528  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,636 23,515   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,268 66,697   2,310
25 Contributions, gifts, grants paid....... 445,000 445,000
26 Total expenses and disbursements. Add lines 24 and 25 529,268 66,697   447,310
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 67,873
b Net investment income (if negative, enter -0-) 530,444
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 126,609 71,976 71,976
2 Savings and temporary cash investments......... 211,700 173,348 173,348
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow866,939
Less: accumulated depreciation (attach schedule) right arrow478,960 407,507 Click to see attachment
List of Attached Documents:
// Content
387,979 		1,215,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,260,597 Click to see attachment
List of Attached Documents:
// Content
6,440,983 		8,435,751
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,642 		Click to see attachment
List of Attached Documents:
// Content
3,642 		Click to see attachment
List of Attached Documents:
// Content
3,642
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,010,055 7,077,928 9,899,717
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
2,259 		Click to see attachment
List of Attached Documents:
// Content
2,259
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 right arrow
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 right arrow
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 4,714,485 4,782,358
29 Total net assets or fund balances (see instructions)..... 7,007,796 7,075,669
30 Total liabilities and net assets/fund balances (see instructions). 7,010,055 7,077,928
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
7,007,796
2
Enter amount from Part I, line 27a .....................
2
67,873
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,075,669
5
Decreases not included in line 2 (itemize) right arrow
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
7,075,669
Form 990-PF (2023)
Form 990-PF (2023)
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 MANAGED LONG TERM      
c JPM MANAGED LONG 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 223,959   130,519 93,440
b 1,604,374   1,554,377 49,997
c 934,618   869,452 65,166
d 102,403     102,403
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       93,440
b       49,997
c       65,166
d       102,403
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 2 311,006
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  
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 right arrow 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) 1 7,373
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 7,373
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 7,373
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,040
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 7,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 333
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMI
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowSCHMUCKALFOUNDATION.ORG
14
The books are in care ofright arrowPAUL SCHMUCKAL Telephone no.right arrow (231) 357-9742

Located atright arrow3582 COUNTRY CLUB DRIVETRAVERSE CITYMI ZIP+4right arrow49684
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
8,043,543
b
Average of monthly cash balances.......................
1b
159,273
c
Fair market value of all other assets (see instructions)................
1c
1,218,642
d
Total (add lines 1a, b, and c).........................
1d
9,421,458
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
9,421,458
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
141,322
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,280,136
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
464,007
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
464,007
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,373
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,373
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
456,634
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
456,634
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
456,634
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
447,310
b
Program-related investments—total from Part VIII-B..................
1b
0
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
447,310
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 456,634
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 30,103
c From 2020...... 59,679
d From 2021......  
e From 2022...... 16,947
f Total of lines 3a through e ........ 106,729
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 447,310
a Applied to 2022, 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 2023 distributable amount..... 447,310
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 9,324 9,324
(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 97,405
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		97,405
10 Analysis of line 9:
a Excess from 2019.... 20,779
b Excess from 2020.... 59,679
c Excess from 2021....  
d Excess from 2022.... 16,947
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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 TO ASSIST WITH FOOD SUPPLIES FOR NEEDY FAMILIES 3,000

ADDICTION TREATMENT SERVICES

1010S GARFLIED AVE
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY EXPANSION 10,000

BENZIE AREA CHRISTIAN NEIGHBOR

PO BOX 93
BENZONIA,MI49616 		  PUBLIC CHARITY FOOD ASSISTNCE 12,000

BENZIE SENIOR RESOURCES

10542 MAIN ST
HONOR,MI49640 		  PUBLIC CHARITY SUPPORT FOR THE SENIOR NUTRITION PROGRAM 5,000

BIG BROTHERS BIG SISTERS

203 S LAFAYETTE ST
GREENVILLE,MI48838 		  PUBLIC CHARITY FUND CHILD ABUSE PREVENTION, TRAMA CAR, MENTORING CLASSES 5,000

BOTANICAL GARDEN SOCIETY OF NW MICHIGAN

1490 RED DR
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY COMPLETE CHILDREN'S SENSORY GARDEN MAZE 10,000

CATHOLIC HUMAN SERVICES

1000 HASTINGS ST
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY MARRIAGE COUNSELING PROGRAM 10,000

CHILD AND FAMILY SERVICES

3785 VETERANS DR
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY YOUTH SERVICES PROGRAM 10,000

FREEDOM SUMMIT ADVENTURES

45 FITZHUGH AVE SE
GRAND RAPIDS,MI49506 		  PUBLIC CHARITY HUMAN TRAFFICKING SURVIVORS WEEKEND RETREAT 5,000

GENERATIONS AHEAD

3962 N THREE MILE RD
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY PURCHASE BABY PANTRY ITEMS & PARENTING AND LIFE SKILLS CLASSES 6,000

GLEN ARBOR ARTS CENTER

6031 S LAKE ST PO BOX 305
GLEN ARBOR,MI49636 		  PUBLIC CHARITY SUPPORT YOUTH ARTS PROGRAM & SCHOLARSHIPS 4,000

GRAND TRAVERSE AREA CATHOLIC SCHOOL

123 E ELEVENTH ST
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY SCHOLARSHIPS 4,000

GRAND TRAVERSE BAY YMCA

3700 SILVER LAKE RD
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY CONSTRUCT MULTI-PURPOSE SPACE FOR TWEENS AND TEENS 25,000

GRAND TRAVERSE DYSLEXIA ASSOCIATION

735 S GARFIELD AVE SUITE 100
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY TUITIN ASSISTANCE FOR LOW INCOME FAMILIES 6,000

GRAND TRAVERSE MEN'S SHED

3520 RENNIE SCHOOL ROAD
TRAVERSE CITY,MI49685 		  PUBLIC CHARITY TO ASSIST WITH THE PURCHASE OF 2 AED DEFIBRILATORS 2,000

GRAND TRAVERSE REGIONAL LAND CONSERVANCY

2846 N THREE MILE RD
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY TO ASSIST WITH THE PROTECTION OF LAND ON OLD MISSION PENINSULA 5,000

GREAT LAKES CHILDREN MUSEUM

13240 S WEST BAY SHORE DR
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY FUND EXPLORATION BASED EXHIBITS 15,000

HABITAT FOR HUMANITY GT

618 S CREYTS RD STE A
LANSING,MI49817 		  PUBLIC CHARITY CONSTRUCTION OF HOMES 20,000

HOOP'S PET FOOD PANTRY

1239 WOODMERE AVE
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY PURCHASE FOOD & SUPPLIES 5,000

INLAND SEAS EDUCATION ASSOCIATION

101 DAME ST 218
SUTTONS BAY,MI49682 		  PUBLIC CHARITY SCHOLARSHIP FOR 2025 PROGRAMS 5,000

LEGACY AVIATION

2640 AERO PARK DR
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY SIMULATED EDUCATION EQUIPMENT FOR MAINTENANCE TECHNICIAN SCHOOL 12,000

MICHIGAN LEGACY ART PARK

12500 CRYSTAL MOUNTAIN DR
THOMPSONVILLE,MI49683 		  PUBLIC CHARITY FUND EDUCATION PROGRAMS IN NW MI 5,000

MID-MICHIGAN HONOR FLIGHT INC

PO BOX 385
MECOSTA,MI49332 		  PUBLIC CHARITY HONOR FLIGHT/MISSION PROJECTS 5,000

MUNSON HEALTHCARE FOUNDATION

1150 MEDICAL CAMPUS DRIVE
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY GRANT ASSISTANCE 100,000

NORTHWEST MI COMMUNITY ACTION

3963 THREE MILE RD
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY ASSISTING WITH MEALS TO STUDENTS 5,000

NORTHWEST MICHIGAN SUPPORTIVE HOUSING

3588 VETERANS DR STE 1
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY ELECTRICITY, WATER & GAS 5,000

PENINSULA TOWNSHIP

13235 CENTER RD
TRAVERSE CITY,MI49686 		  GOVERNMENT 2024 - CONSTRUCT UA BOARDWALK, GRAVEL TRAIL, SECTION OF BRIDGE & OVERLOOK 5,000

SEEDS ECOLOGY & EDUCATION CENTER

PO BOX 2454
TRAVERSE CITY,MI49685 		  PUBLIC CHARITY FUNDING FOR GROWING FOOD & REGENERATIVE FARMS 5,000

SPECIAL OLYMPICS OF MI

160 68TH STREET SW
GRAND RAPIDS,MI49548 		  PUBLIC CHARITY AREA ASSISTANCE FOR PROGRAMS 1,000

ST MARY'S OF HANNAH

2912 M-113
KINGSLY,MI49649 		  PUBLIC CHARITY SCHOOL CAMPAIGN FINAL PAYMENT 25,000

STEP UP NORTHERN MICHIGAN

3159 OGIDAKI TRL
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY PURCHASE FOOD, CLOTHING & PERSONAL HYGEINE ITEMS FOR TC HS PANTRY 5,000

TART TRAILS

148 EAST FRONT SUITE 201
TRAVERSE CITY,MI49685 		  PUBLIC CHARITY TO ASSIST WITH THE CONSTRUCTION OF THREE MILE TRAIL 50,000

TCAPS - LONG LAKE ELEMENTARY SCHOOL

7600 N LONG LAKE RD
TRAVERSE CITY,MI49685 		  GOVERNMENT UPDATE ELEMENTARY SCHOOL LIBRARY COLLECTION 1,000

THE MI MUSIC SCHOLARSHIP FUND

3003 GARFIELD RD N
TRAVERSE CITY,MI49686 		  PUBLIC CHARITY MUSIC LESSONS 1,000

THE ROCK OF KINGSLEY

115 E BLAIR ST
KINGSLY,MI49649 		  PUBLIC CHARITY TO ASSIST WITH FREE AFTER SCHOOL PROGRAMS FOR 6-12 GRADES 5,000

THE SALVATION ARMY

16130 NORTHLAND DR
SOUTHFIELD,MI48075 		  PUBLIC CHARITY TO ASSIST WITH SUMMER DAY CAMP 5,500

THOMPSONVILLE AREA REVITALIZATION PROJECT

PO BOX 522
THOMPSONVILLE,MI49683 		  PUBLIC CHARITY SCHOOL CAMPAIGN 25,000

TRAVERSE BAY AREA YOUTH SOCCER

PO BOX 5034
TRAVERSE CITY,MI49696 		  PUBLIC CHARITY REPLACING SOCCER GOALS 5,000

WOMEN'S RESOURCE CENTER GRAND TRAVERSE

720 S ELMWOOD STE 2
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY ASPHALT REPAIR, FURNACE REPLACEMENT, WINDOWS & SECURITY SYSTEM 2,500

WRITERS SERIES OF TRAVERSE CITY

3301 VETERANS DRIVE STE 214
TRAVERSE CITY,MI49684 		  PUBLIC CHARITY CREATIVE WRITING CLASSES, BATTLE OF THE BOOKS & WORKSHOPS 10,000
Total .................................right arrow 3a 445,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 3,199  
4 Dividends and interest from securities ....     14 110,480  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 77,791  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 51,622  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 311,006  
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) .. 0 554,098 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
554,098
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 4,621 2,311   2,310

TY 2023 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 2023 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 1999-12-05 761,600 459,432 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 2023 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 761,600 478,960 282,640  
LAND 88,400 0 88,400  
SEWER ASSESSMENT 16,939 0 16,939  

TY 2023 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, 12,314.66 SHS FMV 280,598 425,595
BOND FUND OF AMERICA, 15,614.18 SHS FMV 199,475 174,410
CAPITAL INCOME BLDR, 3,697.18 SHS FMV 210,236 252,259
CAPITAL WORLD BOND FD, 6,084.86 SHS FMV 114,551 96,080
CAPITAL WORLD GROWTH & INCOME FD, 3,230.53 SHS FMV 154,534 211,568
FUNDAMENTAL INVS INC, 5,400.24 SHS FMV 294,609 438,229
GROWTH FUND AMERICA, 7,348.31 SHS FMV 339,928 542,085
INCOME FUND AMERICA INC, 12,673.60 SHS FMV 252,334 305,434
INTERMEDIATE BOND FD OF AMERICA, 17,406.14SHS FMV 232,453 214,792
NEW PERSPECTIVE FD, 6,224.95 SHS FMV 223,022 387,877
NEW WORLD FUND, 3,641.28 SHS FMV 216,115 291,667
SMALL CAP WORLD FD, 4,788.99 SHS FMV 245,600 318,612
SHRT TERM BD FD AMER INC, 15,997.75 SHS FMV 159,105 151,179
WASH MUTL INVS FD, 8,333.77 SHS FMV 352,267 503,610
JPMORGAN TR II, 84,518.99 SHS FMV 84,519 84,519
FIDELITY SALEM 500 INDEX, 2,871.76 SHS FMV 126,183 142,927
ISHARES MSCI EAFE, 2,433 SHS FMV 145,288 190,577
ISHARES TRUST, MSCI UNITED KINGDOM, 885 SHS FMV 30,117 30,869
SPDR S&P 500, 2,365 SHS FMV 521,733 1,287,080
VANGUARD INTL EQUITY, 760 SHS FMV 46,534 50,745
PGIM HIGH YIELD FUND, 17,432 SHS FMV 81,250 81,930
VANGUARD TOTAL BOND, 12,559 SHS FMV 882,598 904,876
ISHARES 7 10 YEAR TREASURY, 1,058 SHS FMV 99,879 99,082
FRANKLIN TEMPLETON ETF, 1,209 SHS FMV 36,705 40,484
INVESCO QQQ TR, 479.11 SHS FMV 143,198 187,811
ISHARES CORE MSCI, 4,659 SHS FMV 224,822 249,396
ISHARES CORE S&P MID CAP, 2,046 SHS FMV 114,075 119,732
ISHARES INC, MSCI EUROZONE ETF, 2,630 SHS FMV 129,988 128,410
ISHARES MSCI CHINA ETF, 928 SHS FMV 39,949 39,134
ISHARES MSCI EUROPE, 1,403 SHS FMV 31,273 31,371
ISHARES RUSSELL 1000, 626 SHS FMV 98,909 109,218
SHS BEN INT ENERGY EST, 415 SHS FMV 37,713 37,827
SELECT SECTOR SPDR TRUST, THE FINANCIAL SELECT SECTOR, 732 SHS FMV 30,276 30,093
SELECT SECTOR SPDR TRUST, THE HEALTHCARE SELECT, 280 SHS FMV 36,467 40,810
VANGUARD SECTOR INDEX FDS, VANGUARD INFORMATION TECH ETF, 58 SHS FMV 31,095 33,442
SCHWAB STRATEGIC TR, 1,098 SHS FMV 55,423 57,107
VANGUARD SHORT TERM BOND, 134 SHS FMV 10,061 10,276
ISHARES INC, MSCI JAPAN ETF, 1,973 SHS FMV 128,101 134,638

TY 2023 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 3,642 3,642 3,642


TY 2023 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 1,121 0   0
REPAIRS & MAINTENANCE 6,513 6,513   0
UTILITIES 1,481 1,481   0
NET PROPERTY TAXES 15,521 15,521   0


TY 2023 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 930 930 930
MISCELLANEOUS 50,692 50,692 50,692


TY 2023 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 2023 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 21,343 21,343   0


TY 2023 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 14,140 0   0