2024-11-12T12:44:06-06:00 2023-12-31 351178661 BLUE & CO LLC 627 WASHINGTON STREET COLUMBUS IN 47201 990PF 2023-01-01 300127786 ROBERT & HELEN HADDAD FOUNDATION ROBE 8125525206 1503 WASHINGTON STREET COLUMBUS IN 47201 HAYDEN HADDAD BISHOP BOARD MEMBER 8125525206 2024-11-11 1 1 SARA JACOBI CPA P00450897 8126692800 2024-11-11 2023 2024-10-15 13:58:12Z X 8138401 X X 44937 365636 365636 -21718 803174 0 4026 19928 392881 385564 0 0 0 5445 5445 0 23306 23306 0 3223 3223 0 256637 256637 0 288611 288611 0 22764 22764 311375 288611 22764 81506 96953 936825 562275 562275 6895190 7569206 7569206 1670 6920 6920 7833685 8138401 8138401 144742 154998 144742 154998 X 0 0 0 0 7688943 7983403 7688943 7983403 7833685 8138401 7688943 81506 212954 7983403 0 7983403 BLACKROCK INC P 2021-11-01 2023-05-17 255665 264998 -9333 -9333 PFIZER INC P 2021-02-22 2023-05-17 152500 149954 2546 2546 VANGUARD SHORT TERM CORPORATE BOND ETF P 2017-08-09 2023-05-19 395009 409940 -14931 -14931 -21718 1348 0 1348 0 1348 6920 0 0 0 6920 X 34 5538 5538 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IN 1 0 0 0 0 1 WWW.THEHADDADFOUNDATION.ORG ROBERT HADDAD SR 8125525206 1503 WASHINGTON ST COLUMBUS IN 47201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT W HADDAD 1503 WASHINGTON STREET COLUMBUS IN 47201 PRESIDENT 2.00 0 0 0 HAYDEN BISHOP 1503 WASHINGTON STREET COLUMBUS IN 47201 MEMBER 2.00 0 0 0 NONE 0 NONE 0 DIRECT SUPPORT TO VARIOUS ORGANIZED CHARITIES. SEE PART XV. 22764 0 8208640 791892 0 9000532 0 0 9000532 135008 8865524 443276 443276 1348 1348 441928 0 441928 0 441928 22764 0 22764 441928 0 0 1097931 299426 1397357 22764 0 0 0 22764 0 419164 419164 978193 0 0 0 0 0 0 0 978193 678767 299426 ROBERT W HADDAD 1503 WASHINGTON STREET COLUMBUS IN 47201 8125525206 GRANT APPLICATIONS CAN BE SUBMITTED IN WRITING OR VIA THE FOUNDATION'S WEBSITE. WRITTEN APPICATIONS ARE TO BE SUBMITTED TO TAMMY BURTON AT 3460 COMMERCE DRIVE, COLUMBUS, IN 47201. A COPY OF EACH APPLICANT'S FEDERAL DETERMINATION LETTER, WHICH STATES THAT THE ORGANIZATION IS A CODE SECTION 501 (C) (3) ORGANIZATION, SHOULD BE SUBMITTED AS WELL. PRIOR TO QUARTERLY MEETINGS NO RESTRICTIONS OTHER THAN GENERAL PURPOSE OUTLINED AS FOLLOWS: THE FOUNDATION IS OPERATED SOLELY TO PROVIDE FUNDING FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCTIONAL PURPOSES. ALSO TESTING FOR PUBLIC SAFETY AS DESCRIBED IN CODE SECTION 501 (C) (3). THE FOUNDATION WILL ACCOMPLISH SUCH PURPOSE BY MAKING GRANTS AND CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS TO SUPPORT SUCH ACTIVITIES. THE FOUNDATION'S GRANT-MAKING ACTIVITIES WILL BE CONDUCTED ON AN ONGOING BASIS BY MAKING GRANTS TO ORGANIZATIONS THE FOUNDATION'S BOARD OF DIRECTORS FEEL ARE IN NEED OF FUNDS. COLUMBUS PHILARMONIC 315 FRANKLIN ST COLUMBUS IN 47201 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 MILL RACE CENTER 900 LINDSEY STREET COLUMBUS IN 47201 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1764 IMAGINATION LIBRARY OF BARTHOLOMEW COUNTY 13270 W 950 S SEYMOUR IN 472748424 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 22764 0 14 44937 14 365636 18 19928 18 -21718 LAKESHORE INDY K-1 RENTAL RE INCOME 236000 604 LOCKERBIE K-1 RENTAL RE INCOME 236000 2883 GREENSPRING K-1 ORDINARY LOSS 236000 -37 SALEM LODGE K-1 RENTAL INCOME 236000 8 LBG SENIOR K-1 ORDINARY INCOME 236000 8964 LBG SENIOR K-1 RENTAL LOSS 236000 -311 ENTERPRISE PRODUCTS PARTNERS K-1 ORDINARY LOSS 236000 -28013 -15902 408783 0 392881 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5445 5445 0 LOCKERBIE INVESTORS, LLC AT COST 19340 19340 STEPSTONE GLOBAL PARTNERS VII-B, L.P. AT COST 109323 109323 SALEM LODGE AT COST 8182 8182 BOA/MERRILL LYNCH AT COST 7250237 7250237 ENTERPRISE PRODUCTS PARTNERS AT COST 182124 182124 PREPAID TAXES 1670 6920 6920 MISCELLANEOUS EXPENSES 288 288 0 OTHER EXPENSES 256349 256349 0 INTEREST FROM K-1 1651 1651 1651 DIVIDENDS FROM K-1 121 121 121 ST CAPITAL GAIN FROM K-1 22 22 22 LT CAPITAL GAIN FROM K-1 18381 18381 18381 PARTNERSHIP ROYALTY 26 26 26 1231 LOSS FROM K-1 -273 -273 -273 LAKESHORE INDY K-1 RENTAL RE INCOME 604 604 LOCKERBIE K-1 RENTAL RE INCOME 2883 2883 GREENSPRING K-1 ORDINARY LOSS -37 -37 SALEM LODGE K-1 RENTAL INCOME 8 8 LBG SENIOR K-1 ORDINARY INCOME 8964 8964 LBG SENIOR K-1 RENTAL LOSS -311 -311 ENTERPRISE PRODUCTS PARTNERS K-1 ORDINARY LOSS -28013 -28013 UNREALIZED GAINS 212954 PARTNERSHIP DISTRIBUTIONS IN EXCESS OF BASIS 144742 154998 INVESTMENT ADVISORY FEES 19253 19253 0 PARTNERSHIP PORTFOLIO FEES 4053 4053 0 FEDERAL TAX PAYMENTS 3223 3223 0