2016-08-09T09:09:40-05:00 2015-12-31 351346211 HARDING SHYMANSKI & CO PSC PO BOX 3677 EVANSVILLE IN 47735 990PF 2015-01-01 351884241 WILLIAM E SCHMIDT FOUNDATION INC WILL 8124649161 PO BOX 6783 EVANSVILLE IN 477190783 CHESTER SCHMIDT CHAIRMAN OF THE BOARD 8124649161 2016-08-03 1 TRUDY J STOCK P00006120 8124649161 2015 2016-12-15 16:53:06Z X 29055534 X 21597671 110464 110464 356101 356101 -686605 19514662 0 150487 150487 21528118 617052 0 0 0 38170 15268 22902 5806 2363 3443 364524 77667 286857 408500 95298 313202 263333 263333 671833 95298 576535 20856285 521754 9265 341371 341371 1358320 834759 834759 3601188 17005535 16992979 712072 8552845 8517805 2481266 2225975 2368620 8162111 28960485 29055534 0 0 X 0 0 0 0 8162111 28960485 8162111 28960485 8162111 28960485 8162111 20856285 0 29018396 57911 28960485 SEE ATTACHED SCHEDULE P 19514662 20201267 -686605 -686605 -686605 0 391989 4190387 0.093545 230177 3627642 0.063451 274608 3446031 0.079688 209825 3533176 0.059387 283912 3422170 0.082963 0.379034 0.075807 19369444 1468339 5218 1473557 576535 10435 0 10435 0 10435 3254 3254 7181 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 SCHMIDTCOMPETITION.ORG HARDING SHYMANSKI CO PSC 8124649161 21 SE THIRD ST STE 500 EVANSVILLE IN 47708 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CHESTER SCHMIDT PO BOX 6783 EVANSVILLE IN 477190783 CHAIRMAN 1.00 0 0 0 STEPHEN SCHMIDT PO BOX 193 CLEAR CREEK IN 47426 PRESIDENT 1.00 0 0 0 J MICHAEL SMALL PO BOX 6783 EVANSVILLE IN 477190783 VP/SECRETARY 1.00 0 0 0 DOUGLAS SCHMIDT PO BOX 6783 EVANSVILLE IN 477190783 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 13737569 3430575 2496266 19664410 0 0 19664410 294966 19369444 968472 968472 10435 10435 958037 0 958037 0 958037 576535 0 576535 0 576535 958037 0 0 114329 37701 107990 54026 186412 500458 576535 0 0 0 576535 0 381502 381502 118956 0 0 0 0 0 0 0 118956 118956 LINDA MCALISTER COORDINATOR 109 PRESSER HALL 501 SOUTH PATTERSON AVE MIAMI UNIVERSITY OXFORD OH 45056 5135293046 APPLICATION AND RULES ARE ATTACHED, ALSO AVAILABLE FROM THE FOUNDATION WEBSITE: WWW.SCHMIDTCOMPETITION.ORG. APPLICATION DEADLINES ARE DISCLOSED AND ANNUALLY ON THE FOUNDATION WEBSITE AND APPLICATION. HIGH SCHOOL SOPHOMORES, JUNIORS, OR SENIORS FROM AREAS WHERE COMPETITIONS ARE HELD (SEE ATTACHED APPLICATION) WITH WRITTEN RECOMMENDATION BY CHORAL DIRECTOR OR VOCAL TEACHER. FOR INFORMATION CONTACT: SCHMIDTCOMPINFO@GMAIL.COM ASANTE SANA PO BOX 270177 WEST HARTFORD CT 06127 NONE PC DISCRETIONARY GRANT 1000 ASSISTANCE LEAGUE OF NASHVILLE PO BOX 653 BRENTWOOD TN 37024 NONE PC MATCHING GIFT 500 BAYLOR UNIVERSITY 1311 S 5TH ST WACO TX 76706 NONE PC SARAH HOLEVINSKI MATCHING GRANT 750 CHIMES FOUNDATION INC 4815 SETON DR BALTIMORE MD 21215 NONE PC DISCRETIONARY GRANT 4500 CURREY INGRAM ACADEMY 6544 MURRAY LN BRENTWOOD TN 37027 NONE PC MATCHING GRANT 1000 DAN SCISM COLLEGE SCHOLARSHIP FUND 601 PFEIFFER RD EVANSVILLE IN 47711 NONE PC SCHOLARSHIP SPONSOR 5000 EVANSVILLE PHILHARMONIC ORCHESTRA 401 SE SIXTH STREET SUITE 105 EVANSVILLE IN 47713 NONE PC GUEST ARTIST SPONSOR 8000 HARRISON HIGH SCHOOL 211 FIELDING RD EVANSVILLE IN 47715 NONE PC SCHOLARSHIP 6000 JOHNS HOPKINS UNIVERSITY 3901 KESWICK ROAD NO N4327B BALTIMORE MD 21211 NONE PC SCHOLARSHIP SUPPORT 5000 LAUREL CIVIC ASSOCIATION INC 509 COLLINS ROAD P O BOX 511 LAUREL FL 34272 NONE PC UNRESTRICTED CONTRIBUTION 3333 MANATEE TECHNICAL INSTITUTE 6305 STATE ROAD 70 EAST BRADENTON FL 34203 NONE PC SCHOLARSHIP 10000 MIAMI UNIVERSITY FOUNDATION 501 E HIGH ST OXFORD OH 45056 NONE PC SCHOLARSHIP 200000 PHILLIPS BROOKS HOUSE ASSOCIATION 1 HARVARD YARD CAMBRIDGE MA 02138 NONE PC UNRESTRICTED 1250 PHOENIX OPERA 3120 W FAREFREE HWY 1 PHOENIX AZ 85086 NONE PC PRIZE MONEY 5000 SARASOTA MILITARY OFFICERS SCHOLARSHIP FUND PO BOX 1016 SARASOTA FL 34230 NONE PC SCHOLARSHIP 4000 ST LUKE'S COMMUNITY HOUSE 5601 NEW YORK AVE NASHVILLE TN 37209 NONE PC UNRESTRICTED 500 UNIVERSITY OF EVANSVILLE 1800 LINCOLN AVE EVANSVILLE IN 47714 NONE PC PLEDGE FOR SCHMIDT OPERA SERIES 2500 WEST CHESTER UNIVERSITY 700 SOUTH HIGH ST WEST CHESTER PA 19383 NONE PC TUITION 5000 263333 0 14 110464 14 356101 15 150487 18 -686605 0 -69553 0 -69553 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM E SCHMIDT ESTATE 930 E 66TH STREET INDIANAPOLIS IN 46220 4254289 X 2 WILLIAM E SCHMIDT ESTATE 930 E 66TH STREET INDIANAPOLIS IN 46220 17340387 X 2 SECURITIES 17340387 2015-06-30 ACCOUNTING FEES 38170 15268 22902 BONDS--STATEMENT ATTACHED 8552845 8517805 COMMON STOCKS--STATEMENT ATTACHED 17005535 16992979 INVESTMENT IN WES ENERGY RESOURCES, LLC 2481266 2225975 2368620 NET ASSET ADJUSTMENT - UNREALIZED LOSS 57911 DUES 1617 0 1617 INSURANCE 2595 1298 1297 INVESTMENT FEES 67223 67223 0 VOCAL INSTITUTE 25000 0 25000 OFFICE SUPPLIES 180 90 90 TRAVEL 13013 4230 8783 WEB SITE 2779 0 2779 DIRECTORS FEES 24000 4800 19200 POSTAGE 51 26 25 YOUTH AWARDS 228066 0 228066 INVESTMENT INCOME 105715 105715 105715 ROYALTY INCOME FROM WES ENERGY K-1 44772 44772 44772 CONSULTING 5806 2363 3443