2024-10-24T07:35:48-04:00 2024-06-30 351344820 DULIN WARD & DEWALD INC 9921 DUPONT CIRCLE DR W 300 FORT WAYNE IN 468251610 990PF 2023-07-01 352284008 OLIN B AND DESTA SCHWAB FOUNDATION C/O MICHAEL EARLS CPA OLIN 2606027986 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 MICHAEL EARLS TREASURER 2604216128 2024-10-24 false CARRIE B MINNICH CPA P00449902 2604232414 2024-10-24 2023 2024-10-15 13:58:12Z X 3929703 X X 86452 86452 250535 1329507 250535 336987 336987 2123 2123 8375 8375 10531 10531 13992 6227 7765 35021 6227 28794 206000 206000 241021 6227 234794 95966 330760 88320 2525 2525 4333 90084 90084 3310137 3406147 3837094 3402790 3498756 3929703 0 X 3402790 3498756 3402790 3498756 3402790 3498756 3402790 95966 3498756 3498756 PUBLICLY TRADED SECURITIES P 2022-07-01 2023-11-09 1063882 858464 205418 205418 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-01-29 3127 2255 872 872 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-02-09 6858 5249 1609 1609 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-02-26 125750 96292 29458 29458 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-03-21 7815 7571 244 244 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-04-03 68410 68410 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-04-04 53046 40166 12880 12880 PUBLICLY TRADED SECURITIES P 2022-07-01 2024-05-17 285 285 PUBLICLYL TRADED SECURITIES P 2022-07-01 2024-05-20 334 280 54 54 250535 4598 4598 4598 15040 15040 10442 10442 false false false false false false false true true IN true false false false false true WWW.SCHWABFOUNDATION.COM MICHAEL EARLS 2606027986 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 false false false false false false false false false false false false false false false false false false false false KYLE MARTIN 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 PRESIDENT 0.50 0 0 0 KELLI PACKNETT 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 VICE PRESIDE 0.50 0 0 0 MICHAEL EARLS 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 TREASURER 0.50 0 0 0 SUE EHINGER 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 DIRECTOR 0.50 0 0 0 SHERRY GRATE 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 SECRETARY 0.50 0 0 0 HEATHER HERRON 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 DIRECTOR 0.50 0 0 0 M JAMES JOHNSTON 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 DIRECTOR 0.50 0 0 0 AMOS NORMAN 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 DIRECTOR 0.50 0 0 0 TODD ROBERTS 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 DIRECTOR 0.50 0 0 0 GARY SHEARER 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 DIRECTOR 0.50 0 0 0 NONE NONE N/A 3686184 70853 0 3757037 3757037 56356 3700681 185034 185034 4598 4598 180436 180436 180436 234794 234794 180436 771395 41681 1084219 753250 374986 3025531 234794 180436 54358 3079889 0 771395 2308494 41681 1084219 753250 374986 54358 JIM JOHNSTON 6526 CONSTITUTION DRIVE FORT WAYNE IN 46804 2606027986 A.COVER PAGE (ONE PAGE) (GRANT APPLICATION DOWNLOADED FROM THE ORGANIZATION'S WEBSITE) B.EXECUTIVE SUMMARY (ONE PAGE) C.PROPOSAL NARRATIVE 1.ORGANIZATIONAL MISSION 2.ORGANIZATIONAL HISTORY/OVERVIEW 3.NEEDS STATEMENT 4.PROJECT GOALS/OBJECTIVES 5.ANTICIPATED OUTCOMES 6.POPULATION SERVED 7.PROJECT DESCRIPTION/STRATEGIES/ACTIVITIES 8.PROJECT TIMELINE 9.ROLES, RESPONSIBILITIES, AND EXPERIENCE OF KEY PERSONNEL (INCLUDING PROJECT STAFF, ADMINISTRATION, AND CONSULTANTS, IF USED) 10.PARTNERSHIPS/COLLABORATIONS 11.EVALUATION PLAN 12.DISSEMINATION PLAN 13.SUSTAINABILITY PLAN D.REQUIRED ATTACHMENTS 1.IRS 501(C)(3) LETTER OF DETERMINATION 2.PROJECT BUDGET WITH BUDGET NARRATIVE 3.ORGANIZATIONAL OPERATING BUDGET 4.YTD FINANCIAL STATEMENTS 5.MOST RECENT FISCAL YEAR-END FINANCIAL STATEMENTS (AUDITED, IF AVAILABLE) 6.MOST RECENT IRS FORM 990 7.LIST OF OTHER FUNDERS 8.BOARD LIST (INCLUDING AFFILIATIONS, CONTACT INFORMATION, AND BOARD TERMS) 9.LETTERS OF COMMITMENT AND/OR SUPPORT MARCH 31ST AND AUGUST 31ST OF EACH YEAR THE SCHWAB FOUNDATIONS PRIMARY FOCUS IS ORGANIZATIONS AND PROGRAMS THAT SERVE STUDENTS IN MIDDLE AND HIGH SCHOOL IN ALLEN COUNTY AND THE SIX CONTIGUOUS COUNTIES OF NOBLE, DEKALB, ADAMS, WELLS, HUNTINGTON, AND WHITLEY. APPLICANT AGENCIES MUST BE 501(C)(3) ORGANIZATIONS AND AGENCIES, SCHOOLS OR SCHOOL DISTRICTS. BELIEVE IN A DREAM PO BOX 10511 FORT WAYNE IN 46852 PC GRANT 25000 BLOOM PROJECT INC PO BOX 12005 FORT WAYNE IN 46863 PC GRANT 25000 JUNIOR ACHIEVEMENT OF NORTHERN IN 550 E WALLEN ROAD FORT WAYNE IN 46825 PC GRANT 50000 JUNIOR ACHIEVEMENT OF NORTHERN IN 550 E WALLEN ROAD FORT WAYNE IN 46825 PC BIZTOWN SPONSORSHIP 6000 NEI WORKS 200 E MAIN ST STE 910B FORT WAYNE IN 46802 PC GRANT 75000 REGION 8 EDUCATION SERVICE CTR 1027 W RUDISILL BLVD BOX 17 FORT WAYNE IN 46807 GRANT 25000 206000 14 86452 18 250535 336987 336987 false false false false false false false false false false DULIN, WARD & DEWALD, INC. 8375 8375 ISHARES INTERMEDIATE GOVT CREDIT AT COST 1632510 1465083 ISHARES MSCI EAFE ETF AT COST 302175 344182 ISHARES MSCI EMERGING AT COST 105959 117122 ISHARES RUSSELL 2000 AT COST 195018 230686 SPDR S&P MIDCAP 400 ETF AT COST 385220 460704 VANGUARD S&P 500 INDEX ETF AT COST 785265 1219317 SHINE AND HARDIN 2123 2123 WEBSITE - NET EXPENSES INVESTMENT FEES 6227 6227 OFFICE EXPENSE 3024 3024 WEBSITE MAINTENANCE 2352 2352 OUTSIDE SERVICES 750 750 INSURANCE 1305 1305 MEETING EXPENSE 334 334 CONSULTING 10531 10531