2024-11-14T16:16:35-05:00 2023-12-31 351679361 LEONARD J ANDORFER & CO LLP 110 W BERRY STREET STE 2202 FORT WAYNE IN 468022311 990PF 2023-01-01 351793325 DOERMER FAMILY FOUNDATION INC DOER 2604145587 1306 WESTOVER RD FORT WAYNE IN 468072558 KATHRYN D CALLEN PRESIDENT/TREASURER 2024-11-14 true true CYNTHIA M WIRTNER CPA P00017581 2604239405 2024-11-14 2023 2024-10-15 13:58:12Z X 19104347 X 627873 128432 128432 231699 231699 -54487 3003168 68098 68098 1001615 428229 171683 171683 8856 8856 5805 5523 482 186344 186062 482 890000 890000 1076344 186062 890482 -74729 242167 992818 1258457 1258457 11972801 11964720 14372832 3888910 3556623 3473058 16854529 16779800 19104347 0 X 16854529 16779800 16854529 16779800 16854529 16779800 16854529 -74729 16779800 16779800 PUBLICLY TRADED SECURITIES P 2914533 3057655 -143122 -143122 PASS THROUGH CAPITAL GAINS P 3784 3784 3784 PASS THROUGH CAPITAL GAINS P 83487 83487 83487 -54487 3784 3366 3366 3366 22594 22594 19228 19228 false false false false false false false true true IN true false false false false true N/A KATHRYN D CALLEN 2604145587 1306 WESTOVER ROAD FORT WAYNE IN 46807 false false false false false false false false false false false false false false false false false false false false KATHRYN D CALLEN 1306 WESTOVER ROAD FORT WAYNE IN 46807 PRESIDENT/TR 1.00 0 0 0 JOHN M CALLEN 1827 TYLER PARKWAY LOUISVILLE KY 40204 DIRECTOR/TRE 5.00 0 0 0 JOHN POWELL 1306 WESTOVER ROAD FORT WAYNE IN 46807 DIRECTOR 1.00 0 0 0 THOMAS BD CALLEN 1145 ELSINOR COUR VENTURE CA 93004 DIRECTOR 1.00 0 0 0 CAITLYN DOERMER 400 WEST ONTARIO STREET CHICAGO IL 60654 DIRECTOR 1.00 0 0 0 MARY CALLEN 10677 BELLA VISTA DRIVE APT 6201 FISHERS IN 46038 DIRECTOR 1.00 0 0 0 NONE NONE N/A 17054678 1080022 0 18134700 18134700 272021 17862679 893134 893134 3366 3366 889768 889768 889768 890482 890482 889768 28319 28319 890482 889768 714 29033 0 29033 28319 714 X ARTS UNITED 300 E MAIN ST FORT WAYNE IN 46802 PUBLIC PLEDGE 50000 CANTERBURY SCHOOL 5601 COVINGTON RD FORT WAYNE IN 46804 PUBLIC PLEDGE 100000 EARLY CHILDHOOD ALLIANCE 516 E WAYNE ST FORT WAYNE IN 46802 PUBLIC OPERATING 30000 FRIENDS OF LINCOLN COLLECT PO BOX 11083 FORT WAYNE IN 46855 PUBLIC OPERATIONS 25000 FORT WAYNE AVIATION MUSEUM 3801 W FERGUSON RD FORT WAYNE IN 46809 PUBLIC OPERATIONS 10000 JUNIOR ACHIEVEMENT 550 E WALLEN RD FORT WAYNE IN 46825 PUBLIC PLEDGE 100000 LC NATURE PARK 9744 ABOITE RD ROANOKE IN 46783 PUBLIC OPERATIONS 50000 ST VINCENT DEPAUL 1502 E WALLEN RD FORT WAYNE IN 46825 PUBLIC OPERATIONS 50000 WOMENS FUND AT CFGFW 555 E WAYNE ST FORT WAYNE IN 46802 PUBLIC PLEDGE 25000 SCIENCE CENTRAL 1950 N CLINTON ST FORT WAYNE IN 46805 PUBLIC OPERATIONS 20000 PURDUE UNIVERSITY 2101 E COLISEUM BLVD FORT WAYNE IN 46805 PUBLIC OPERATIONS 25000 UNIVERSITY OF SAINT FRANCIS 2701 SPRING STREET FORT WAYNE IN 46808 PUBLIC PLEDGE 115000 YOUNG SCHOLARS ACADEMY 3210 SMITH ROAD FORT WAYNE IN 46804 PUBLIC OPERATIONS 25000 UNITED WAY OF ALLEN COUNTY 334 E BERRY ST FORT WAYNE IN 46802 PUBLIC OPERATIONS 20000 MATTHEW 25 413 E JEFFERSON BLVD FORT WAYNE IN 46802 PUBLIC PLEDGE 15000 BRIDGE OF GRACE 5100 GAYWOOD DRIVE FORT WAYNE IN 46806 PUBLIC OPERATIONS 100000 QUESTA FOUNDATION 6502 CONSTITUTION DRIVE FORT WAYNE IN 46804 PUBLIC OPERATIONS 75000 UNIVERSITY OF NOTRE DAME DEVELOPMENT DEPT NOTRE DAME IN 46556 PUBLIC OPERATIONS 25000 DIOCESE OF FORT WAYNE SOUTH BEND PO BOX 390 FORT WAYNE IN 46801 PUBLIC OPERATIONS 30000 890000 14 128432 14 231699 14 68098 14 -54487 373742 373742 false false false false false false false false false false X X 1 RICHARD DOERMERKATHRYN CALLEN ISSUE 5032 SOUTH BUR OAK PLACE STE 131A SIOUX FALLS SD 57108 627873 X STIFEL ACCOUNTS 3556623 3473058 STIFEL ACCOUNTS 11964720 14372832 EXPENSES DEDUCTIONS FROM PASSTHROUGH 5323 5523 OFFICE EXPENSES 482 482 OTHER INCOME 36950 36950 OTHER INCOME 5 5 FROM PASSTHROUGH 54769 54769 FROM PASSTHROUGH 11561 11561 FROM PASSTHROUGH 1219 1219 FROM PASSTHROUGH -34160 -34160 FROM PASSTHROUGH -2323 -2323 FROM PASSTHROUGH 77 77 INVESTMENT FEES 171683 171683 FOREIGN TAX 8856 8856