2024-05-13T11:09:02-05:00 2023-12-31 350921680 CROWE LLP 9600 BROWNSBORO RD STE 400 LOUISVILLE KY 402419915 990PF 2023-01-01 270331346 THE LIEGL FAMILY FOUNDATION INC LIEG 3177062616 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 JAMES L POWERS TREASURER 3177062616 2024-05-13 1 JAMES POWERS XXX-XX-XXXX 0 RACHEL SPURLOCK P00520729 5023263996 2024-05-13 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 34248945 X 11292894 85419 81032 429078 429078 544731 4855704 575883 490 490 0 12352612 1086483 0 0 0 0 0 16460 0 0 0 74522 74522 0 0 9379 9379 0 0 100361 83901 0 0 1000000 1000000 1100361 83901 0 1000000 11252251 1002582 0 37797 21476 21476 1520490 1021932 1021932 19441301 33205537 33205537 20999588 34248945 34248945 0 0 X 0 0 0 0 20999588 34248945 20999588 34248945 20999588 34248945 20999588 11252251 1997106 34248945 0 34248945 PUBLICLY TRADED SECURITIES - SHORT TERM P 1135688 1142602 -6914 -6914 PUBLICLY TRADED SECURITIES - LONG TERM P 3694204 3137219 556985 556985 CAPITAL GAIN DISTRIBUTIONS P 25812 25812 25812 575883 18898 13936 0 13936 0 13936 14149 0 0 0 14149 0 213 213 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 1 1 N/A JAMES L POWERS 3177062616 55470 COUNTY ROAD 1 ELKHART IN 46515 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER J LIEGL 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 PRESIDENT 1.00 0 0 0 JAMES L POWERS 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 TREASURER 1.00 0 0 0 SHARON E LIEGEL 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 SECRETARY 1.00 0 0 0 KATHRYN M LAUGHNER 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 BOARD MEMBER 1.00 0 0 0 LISA LIEGL REES 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 BOARD MEMBER 1.00 0 0 0 LOGAN REES 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 21432323 1162052 0 22594375 0 0 22594375 338916 22255459 1112773 1112773 13936 13936 1098837 0 1098837 0 1098837 1000000 0 1000000 1098837 994118 0 0 1000000 994118 0 0 5882 0 0 0 0 0 0 0 0 1092955 0 0 0 PETER J LIEGL SHARON E LIEGEL LISA LIEGL REES X COMMUNITY FOUNDATION OF ELKHART CO PO BOX 2932 ELKHART IN 46515 NONE PC GENERAL SUPPORT 1000000 1000000 0 14 85419 14 429078 18 544731 OTHER INCOME 14 490 0 1059718 0 1059718 0 0 0 0 0 0 0 0 0 0 X X 1 PETER J LIEGL CHARITABLE LEAD UNITRUST 56072 SYLVAN MEADOWS LANE BRISTOL IN 46507 625443 X X 2 LISA REES CHARITABLE LEAD UNITRUST 55470 COUNTY ROAD 1 PO BOX 3030 ELKHART IN 46515 664771 X X 3 PETER LIEGL 56072 SYLVAN MEADOWS LANE BRISTOL IN 46507 10002680 X X 1 STOCKS AND SECURITIES 625443 2023-12-31 2 STOCKS AND SECURITIES 664771 2023-12-31 3 STOCKS AND SECURITIES 10002680 2023-12-31 U.S. TRUST - FIXED INCOME 3612396 3612396 PUBLICLY TRADED SECURITIES 29593141 29593141 LEGAL FEES 16460 0 0 0 OTHER INCOME 490 490 0 UNREALIZED GAIN 1997106 INVESTMENT MANAGEMENT FEES 74522 74522 0 0 U.S. TRUST FOREIGN TAXES PAID 4958 4958 0 0 OXFORD FOREIGN TAXES PAID 4421 4421 0 0