2026-05-14T08:06:35+00:00 2025-12-31 331498605 PLANTE & MORAN PLLC 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2025-01-01 347125934 TOM AND ELLEN NONEMAN FOUNDATION CO PLANTE MORAN TRUST TOMA 6166434086 634 FRONT AVENUE NW SUITE 400 GRAND RAPIDS MI 49504 CHERI STEIN TRUSTEE 6166434086 2026-05-14 true DAVID LOWENTHAL CPA P00378651 3122071040 2026-05-13 2025 2025-03-06 01:10:19Z X 1294281 X X 0 0 0 34404 34404 0 71644 278503 71644 0 0 0 0 0 0 106048 106048 0 10109 6065 4044 0 0 0 0 2815 1408 0 1407 0 0 0 0 352 352 0 0 0 0 0 0 0 0 0 13276 7825 0 5451 53800 53800 67076 7825 0 59251 38972 98223 0 35769 21692 21692 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 438410 451837 832621 414096 453450 438700 0 0 0 0 0 0 0 0 0 0 0 1000 1268 1268 889275 928247 1294281 0 0 0 0 0 0 X 889275 928247 889275 928247 889275 928247 889275 38972 0 928247 0 928247 PUBLICLY TRADED SECURITIES P 241083 189993 51090 0 51090 PUBLICLY TRADED SECURITIES P 37420 36947 473 0 473 CAPITAL GAIN DIVIDENDS P 20081 20081 0 20081 71644 1365 0 1365 1365 1197 0 1197 168 0 false false false false false false false true true MI true false false false false true NA PLANTE MORAN TRUST 6166434086 634 FRONT AVENUE NW GRAND RAPIDS MI 49504 false false false false true false false false false false false false false false false false false false false false false Ellen K Noneman 6623 Otis Lane Harbor Springs MI 49740 Advisory Committee Member 1.00 0 0 0 Plante Moran Trust 634 Front Avenue NW Grand Rapids MI 49504 Trustee 1.00 10109 0 0 0 NA NA 0 1229287 17197 0 1246484 0 1246484 18697 1227787 61389 61389 1365 1365 60024 60024 60024 59251 0 0 59251 60024 0 2021 0 0 7526 3405 5412 2948 19291 59251 0 0 0 59251 0 0 19291 0 0 0 773 0 0 19291 7526 3405 5412 2948 0 ELLEN K NONEMAN X Defiance College 701 N clinton street defiance OH 43512 PC GENERAL SUPPORT 10000 FILLING MEMORIAL HOME OF MERCY N-160 OH-108 NAPOLEON OH 43545 PC GENERAL SUPPORT 1000 ANN'S NESST 930 S STATE ST UNIT 13 harbor springs MI 49740 PC GENERAL SUPPORT 1500 GREAT LAKES CENTER FOR THE ARTS 800 BAY HARBOR DR BAY HARBOR MI 49770 PC GENERAL SUPPORT 500 Harbor Inc PO Box 112 harbor springs MI 49740 PC GENERAL SUPPORT 100 Harbor Springs Area Historical Society 432 e bay street harbor springs MI 49740 PC GENERAL SUPPORT 1000 HARBOR SPRINGS CHAMBER FOUNDATION 118 EAST MAIN STREET HARBOR SPRINGS MI 49740 PC GENERAL SUPPORT 1000 HARBOR SPRINGS COMMUNITY FOOD PANTRY 6523 OTIS LANE HArbor springs MI 49740 PC GENERAL SUPPORT 1000 Little Traverse Bay Humane Society 1300 w conway road harbor springs MI 49740 PC GENERAL SUPPORT 1000 Little Traverse Conservancy 3264 powell road harbor springs MI 49740 PC GENERAL SUPPORT 1000 little traverse historical society po box 2418 petoskey MI 49770 PC GENERAL SUPPORT 100 mclaren northern michigan foundation 360 connable avenue petoskey MI 49770 PC GENERAL SUPPORT 2000 Memorial Sloan Kettering Cancer Center 1275 york street new york NY 10065 PC GENERAL SUPPORT 1000 MUNSON HEALTHCARE FOUNDATION 1105 SIXTH ST TRAVERSE CITY MI 49684 PC GENERAL SUPPORT 1500 NORTH CENTRAL MICHIGAN COLLEGE 1515 HOWARD ST PETOSKEY MI 49770 PC GENERAL SUPPORT 5000 Petoskey Harbor Springs Area Community Foundation 616 Petoskey street ste 300 petoskey MI 49770 PC GENERAL SUPPORT 5000 Salisbury School 251 canaan road salisbury CT 06068 PC GENERAL SUPPORT 5000 THE CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 PC GENERAL SUPPORT 500 Tip of the Mitt Watershed Council 426 bay street petoskey MI 49770 PC GENERAL SUPPORT 100 Trinity Lutheran Church 509 center street bryan OH 43506 PC GENERAL SUPPORT 12000 United Way of Williams County PO Box 525 Bryan OH 43506 PC GENERAL SUPPORT 2500 university of texas health science center 7703 floyd curl dr san antonio TX 78229 PC GENERAL SUPPORT 1000 53800 0 14 0 14 34404 18 71644 0 106048 0 106048 false false false false false false false false false false TAX PREP FEES 2815 1408 1407 FEDERATED TOTAL RETURN BOND R6 207835 189537 PIMCO INCOME INSTL 82529 83564 JPMORGAN CORE PLUS BOND MF CLASS R6 163086 165599 AMERICAN FUNDS EUROPACIFIC GROWTH F3 0 0 AT&T INC 0 0 MFS INTERNATIONAL VALUE R6 38185 54518 T. ROWE PRICE MID CAP GROWTH I 0 0 VANGUARD 500 INDEX ADMIRAL 162430 481268 VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 43993 62835 VANGUARD EXTENDED MARKET INDEX ADMIRAL 35427 60857 BROWN ADV SUSTAINABLE GROWTH FD CL INSTL 0 0 WARNER BROS DISCOVERY INC 0 0 JPMORGAN EQUITY INCOME FUND CLASS I MF 0 0 MACQUARIE SMALL CAP VALUE 0 0 NOMURA SMALL CAP VALUE 65317 55078 JANUS HENDERSON ENTERPRISE FUND 56123 61660 EUPAC FUND F3 50362 56405 DIVIDENDS RECEIVABLE 1000 1268 1268 FOREIGN TAXES WITHHELD 352 352