2024-05-13T16:03:13-05:00 2023-12-31 204297717 CHARLENE M BEAVER CPA 11999 LAKESIDE DRIVE FISHERS IN 46038 990PF 2023-01-01 356627460 THE R B ANNIS EDUCATIONAL FOUNDATION RBAN 3175854455 11999 LAKESIDE DRIVE FISHERS IN 46038 WAYNE E WEBER TRUSTEE 3175854455 2024-05-12 1 WAYNE WEBER 999009999 1 CHARLENE M BEAVER P01357640 3175854455 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17271969 X X 7 7 428546 428546 316368 3863175 316368 149 149 745070 745070 75000 3750 71250 6600 3300 3300 12180 11180 0 33129 33129 0 126909 51359 74550 1141458 1141458 1268367 51359 1216008 -523297 693711 119045 10734 10734 94587 849661 849661 14830611 13660551 16411574 15044243 14520946 17271969 0 0 X 0 0 0 0 15044243 14520946 15044243 14520946 15044243 14520946 15044243 -523297 0 14520946 0 14520946 NATIONAL FINANCIAL SERVICES - PUBLICLY TRADED SECURITIES P 3816513 3546807 269706 269706 CAPITAL GAINS DIVIDENDS P 46662 46662 46662 316368 9643 0 9643 0 9643 17729 0 0 0 17729 0 8086 8086 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A C DANIEL YATES 3175854455 11999 LAKESIDE DRIVE FISHERS IN 46038 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES D ANGUS P O BOX 477 SPRING LAKE MI 49456 TRUSTEE 3.00 25000 0 0 WAYNE E WEBER 171 WEST 73RD STREET INDIANAPOLIS IN 46260 TRUSTEE 3.00 25000 0 0 C DANIEL YATES 1489 WINDPUMP WAY CARMEL IN 46280 TRUSTEE 3.00 25000 0 0 NONE 0 NONE 0 0 16188960 512755 0 16701715 0 0 16701715 250526 16451189 822559 822559 9643 9643 812916 0 812916 0 812916 1216008 0 1216008 812916 0 0 1623863 273484 181418 111395 2190160 1216008 0 0 0 812916 403092 0 0 2593252 0 0 0 0 0 0 1623863 969389 273484 181418 111395 403092 X ALZHEIMERS ASSOCIATION 50 EAST 91ST STREET SUITE 100 INDIANAPOLIS IN 46240 NONE PUBLIC CHARITY CHARITABLE 2500 BENJAMIN HARRISON PRESIDENTIAL SITE 1230 N DELAWARE ST INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 60000 CONNER PRAIRIE 13400 ALLISONVILLE ROAD FISHERS IN 46038 NONE PUBLIC CHARITY CHARITABLE 151000 DISCOVERING BROADWAY INC 1945 N RUCKLE ST INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 5000 EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART 500 W WASHINGTON ST INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY CHARITABLE 2500 GIRL SCOUTS OF CENTRAL INDIANA 7201 GIRL SCOUT LANE INDIANAPOLIS IN 46214 NONE PUBLIC CHARITY CHARITABLE 25000 GRAND HAVEN SCHOOLS FOUNDATION THRU GRAND HAVEN AREA COMMUNITY FOUNDATION PO BOX 272 GRAND HAVEN MI 49417 NONE PUBLIC CHARITY CHARITABLE 10000 GRAND VALLEY STATE UNIVERSITY ANNIS WATER RESOURCES INSTITUTE 301 FULTON ST WEST GRAND RAPIDS MI 49501 NONE PUBLIC CHARITY CHARITABLE 15000 HERITAGE PLACE OF INDIANAPOLIS INC 4550 N ILLINOIS ST INDIANAPOLIS IN 46208 NONE PUBLIC CHARITY CHARITABLE 25000 HOOSIER SALON 212 W 10TH ST B245 INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 1000 HUMANE SOCIETY OF INDIANAPOLIS 7929 N MICHIGAN RD INDIANAPOLIS IN 46268 NONE PUBLIC CHARITY CHARITABLE 250 HUNDRED CLUB OF INDIANAPOLIS - RETURNED CHECK 3925 RIVER CROSSING PKWY 300 INDIANAPOLIS IN 46240 NONE PUBLIC CHARITY CHARITABLE -375 INDIANA HISTORICAL SOCIETY 450 WEST OHIO ST INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY CHARITABLE 1000 INDIANA LANDMARKS 1201 CENTRAL AVENUE INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 750 INDIANA STATE MUSEUM FOUNDATION 650 WEST WASHINGTON ST INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY CHARITABLE 1000 INDIANAPOLIS ART CENTER 820 EAST 67TH STREET INDIANAPOLIS IN 46220 NONE PUBLIC CHARITY CHARITABLE 500 INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION 32 EAST WASHINGTON ST INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY CHARITABLE 8700 INTERLOCHEN CENTER FOR THE ARTS P O BOX 199 INTERLOCHEN MI 49643 NONE PUBLIC CHARITY CHARITABLE 20000 IU HERRON SCHOOL OF ART AND DESIGN 735 WEST NEW YORK ST INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 3000 IU LILLY FAMILY SCHOOL OF PHILANTHROPY 550 WEST NORTH ST 301 INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 500 IUPUI 420 UNIVERSITY BLVD INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE 1000 NEWFIELDS 4000 MICHIGAN ROAD INDIANAPOLIS IN 46208 NONE PUBLIC CHARITY CHARITABLE 105000 OUTRUN THE SUN 8435 KEYSTONE CROSSING SUITE 175 INDIANAPOLIS IN 46240 NONE PUBLIC CHARITY CHARITABLE 1000 SECOND PRESBYTERIAN CHURCH 7700 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 NONE PUBLIC CHARITY CHARITABLE 4800 ST VINCENT FOUNDATION - RETURNED CHECK 8402 HARCOURT ROAD 210 INDIANAPOLIS IN 46260 NONE PUBLIC CHARITY CHARITABLE -1500 ST VINCENT FOUNDATION 8402 HARCOURT ROAD 210 INDIANAPOLIS IN 46260 NONE PUBLIC CHARITY CHARITABLE 1000 STERLING COLLEGE PO BOX 83 CRAFTSBURY COMMON VT 05827 NONE PUBLIC CHARITY CHARITABLE 5000 TABERNACLE PRESBYTERIAN CHURCH 418 EAST 34TH STREET INDIANAPOLIS IN 46205 NONE PUBLIC CHARITY CHARITABLE 15000 THE CENTER FOR THE PERFORMING ARTS 1 CENTER GREEN CARMEL IN 46032 NONE PUBLIC CHARITY CHARITABLE 1000 THE CHILDREN'S MUSEUM OF INDIANAPOLIS 3000 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PUBLIC CHARITY CHARITABLE 51000 THE INDIANAPOLIS PUBLIC LIBRARY FOUNDATION PO BOX 6134 INDIANAPOLIS IN 46206 NONE PUBLIC CHARITY CHARITABLE 33333 THE INDIANAPOLIS ZOO 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 NONE PUBLIC CHARITY CHARITABLE 2500 THE MICHIGAN MARITIME MUSEUM 260 DYCKMAN AVENUE SOUTH HAVEN MI 49090 NONE PUBLIC CHARITY CHARITABLE 75000 UNIVERSITY OF INDIANAPOLIS 1400 EAST HANNA AVENUE INDIANAPOLIS IN 46227 NONE PUBLIC CHARITY CHARITABLE 505000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC CHARITY CHARITABLE 10000 1141458 0 14 7 14 428546 14 149 18 316368 0 745070 0 745070 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6600 3300 3300 AMERICAN BEACON HILL AHL MANAGED FMV 490325 456103 AMERICAN EUROPACIFIC GROWTH FMV 694635 831179 ARTISAN DEVELOPING WORLD FD FMV 372733 483252 CARILLON REAMS CORE PLUS BOND FMV 125591 120691 DFA EMERGING MARKETS CORE EQUITY FMV 644942 632062 DFA GLOBAL REAL ESTATE FMV 333444 339092 DFA US LARGE CAP VALUE PRTF FMV 497249 629737 DODGE & COX INCOME FMV 1948076 1812455 GMO ALTERNATIVE ALLOCATION FMV 483352 458906 GMO RESOURCES FUND FMV 268839 307392 GOLDMAN SACHS GQG PARTNERS INTL FMV 748392 884057 JPMORGAN INFLATION MANAGED FMV 366465 355793 KOPERNIK GLOBAL ALL CAP FUND FMV 808077 610045 LAZARD GLOBAL LISTED INFRA FMV 348981 330206 NUANCE CONCENTRATED VALUE FMV 517285 444017 OAKMARK INTERNATIONAL ADVISOR FMV 577523 817236 POLAR CAPITAL EMERGING MARKET FMV 160000 176744 VANGUARD TOTAL STOCK MARKET INDEX FMV 2942464 5273834 VANGUARD INFLATION PROTECTED SEC FMV 120000 117142 AMERICAN CENTURY ETF TR AVANTIS FMV 605140 678170 ETF SER SOLUTIONS DISTILLATE FMV 607038 653461 INVESTMENT MANAGEMENT FEES 32929 32929 0 BANK FEES 39 39 0 OFFICE SUPPLIES 161 161 0 REGIONS BANK - OTHER INVESTMENT INCOME 107 107 107 NATIONAL FINANCIAL SERVICES - OTHER INVESTMENT INCOME 42 42 42 EXCISE TAX 1000 0 0 FOREIGN TAX WITHHELD 11180 11180 0