2026-05-15T09:58:56-05:00 2025-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990PF 2025-01-01 386750813 HILLQUIST IRREVOCABLE FAMILY FOUNDATION TRUST HILL 5172798445 417 NORTHSHORE DRIVE COLDWATER MI 49036 SHANA GRIFE CO-TRUSTEE 5172798445 2026-05-13 1 SHELLY A ASHMORE CPA P00037665 2319461722 2026-05-12 2025 2025-03-06 01:10:19Z X 5055633 X X 47855 47855 88990 88990 -45044 1314896 0 91801 136845 65000 32500 32500 307 307 0 9725 9725 0 6705 6705 0 5000 5000 0 549 549 0 87286 54786 32500 257807 257807 345093 54786 290307 -253292 82059 105165 57922 57922 3950633 3719326 4997711 4055798 3777248 5055633 0 0 X 4055798 3777248 4055798 3777248 4055798 3777248 4055798 -253292 0 3802506 25258 3777248 EDWARD JONES ST COVERED P 2025-01-01 2025-12-31 163477 168745 -5268 -5268 EDWARD JONES LT COVERED P 2024-07-01 2025-12-31 1056466 1108222 -51756 -51756 GENERAL MILLS INC P 2011-06-14 2025-08-29 2461 1934 527 527 KALKASKA MI PUB SCHS GO P 2010-06-01 2025-05-01 15000 15053 -53 -53 LOS ANGELES CA MUN IMPT BAB P 2024-07-01 2025-11-13 1309 1309 0 0 PFIZER INC P 2022-01-24 2025-08-29 30789 64677 -33888 -33888 CAPITAL GAINS DIVIDENDS P 45394 45394 45394 -45044 1141 0 1141 0 1141 2560 0 0 0 2560 0 1419 1419 0 0 0 0 0 0 0 0 0 0 0 0 1 MI 1 0 0 0 0 0 N/A SHANA GRIFE 5172798445 417 NORTHSHORE DRIVE COLDWATER MI 490361274 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHANA GRIFE 417 NORTHSHORE DRIVE COLDWATER MI 49036 CO-TRUSTEE 1.00 32500 0 0 LARA BOUSE PO BOX 2480 HOWELL MI 48844 CO-TRUSTEE 1.00 32500 0 0 NONE 0 NONE 0 0 4729466 81543 0 4811009 0 0 4811009 72165 4738844 236942 236942 1141 1141 235801 0 235801 0 235801 290307 0 290307 235801 0 0 104397 48441 152838 290307 0 0 0 235801 54506 0 0 207344 0 0 0 0 0 0 0 207344 104397 48441 54506 SHANA GRIFE X BEGINNINGS CARE FOR LIFE 16 N CLAY ST COLDWATER MI 49036 NONE PC EDUCATION 100 BRANCH COUNTY LITERACY COUNCIL 10 E CHICAGO STREET COLDWATER MI 49036 NONE PC LITERACY AND EDUCATION PROMOTION 1000 CHILDREN'S MUSEUM OF BRANCH COUNTY 426 MARSHALL STREET COLDWATER MI 49036 NONE PC CHILDREN'S MUSEUM PROGRAM 82099 CHS NATIONAL ART HONOR SOCIETY 401 SAUK RIVER DR COLDWATER MI 49036 NONE PC EDUCATION 1000 COGNITION 232 N MICHIGAN AVENUE BEULAH MI 49617 NONE NC INTERACTIVE SCIENCE MUSEUMINTERACTIVE SCIENCE MUSEUM 2000 COLDWATER BAND BOOSTERS 275 N FREMONT STREET COLDWATER MI 49036 NONE PC MUSIC EDUCATION 1000 COLDWATER GIRLS TENNIS 275 N FREMONT STREET COLDWATER MI 49036 NONE PC SPORTS EDUCATION 1000 CRYSTAL COMMUNITY SKI CLUB 12500 CRYSTAL MOUNTAIN DRIVE THOMPSONVILLE MI 49683 NONE PC SPORTS EDUCATION AND PROMOTION 5000 FAMILIES FORWARD MICHIGAN INC 1014 OAK CLUSTER CT HOWELL MI 48855 NONE PC EDUCATION 60000 KIWANIS CHILDRENS FUND 3636 WOODVIEW TRACE INDIANAPOLIS IN 46268 NONE PC ENDOWMENT FUND 1000 LAKELAND ELEMENTARY LIBRARY 616 BUCKLEY ST ELK RAPIDS MI 49629 NONE PC EDUCATION 84 MICHIGAN STATE UNIVERSITY SOCIAL WORK 655 AUDITORIUM RD 254 EAST LANSING MI 48824 NONE PC EDUCATION 26500 TIBBETS ENDOWMENT FUND 14 S HANCHETT STREET COLDWATER MI 49036 NONE PC EDUCATION 2500 TIBBETS OPERA HOUSE FOUNDATION 14 S HANCHETT STREET COLDWATER MI 49036 NONE PC ENDOWMENT FUND FOR CHILDREN'S PROGRAMMING 750 UNIVERSITY OF MICHIGAN - ENGINEERING 1221 BEAL AVENUE SUITE G264 ANN ARBOR MI 48109 NONE PC EDUCATION AND LEARNING 21800 UNIVERSITY OF MICHIGAN 500 S STATE ST ANN ARBOR MI 48109 NONE PC EDUCATION AND LEARNING 430 UNIVERSITY OF MICHIGAN - ROSS SCHOOL OF BUSINESS 701 TAPPAN AVE ANN ARBOR MI 48109 NONE PC EDUCATION AND LEARNING 50000 FULLER CENTER BIKE ADVENTURE 701 S MARTIN LUTHER KING BLVD AMERICUS GA 31719 NONE PC SPORTS EDUCATION 104 THE ARMY OF SURVIVORS 428 W LENAWEE ST LANSING MI 48933 NONE PC ADVANCING HEALTHCARE 840 COLDWATER COMMUNITY SCHOOLS 401 SAUK RIVER DR COLDWATER MI 49036 NONE PC EDUCATION AND LEARNING 500 TEAM FOR KIDS 320 WEST 57TH ST NEW YORK NY 10019 NONE PC CHILDREN'S LEARNING 100 257807 0 14 47855 14 88990 14 45394 -90438 0 182239 -90438 91801 3 GENERATE INCOME FOR GRANTS AND ADMINISTRATIVE EXPESNE 4 GENERATE INCOME FOR GRANTS AND ADMINISTRATIVE EXPESNE 8 GENERATE INCOME FOR GRANTS AND ADMINISTRATIVE EXPESNE 0 0 0 0 0 0 0 0 0 0 ATTORNEY & ACCOUNTING FEES TAX PREP 9725 9725 0 MUTUAL FUNDS, STOCKS AND BONDS FMV 3719326 4997711 LEGAL FEES 307 307 0 UNREALIZED GAIN ON INVESTMENTS 25258 OFFICE EXPENSES 549 549 0 FOREIGN TAX PAID 754 754 0 EXCISE TAX PAID 5951 5951 0