2025-09-09T14:03:50-05:00 2024-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990PF 2024-01-01 237076297 SHAW-BURCKHARDT-BRENNER FOUNDATION SHAW 3178602905 135 N PENNSYLVANIA ST 1400 INDIANAPOLIS IN 46204 CHRISTINE H HICKEY DIRECTOR 3178602905 2025-09-09 1 0 NEAL R STEGEMILLER CPA P00516588 3177456411 2025-09-09 2024 2025-03-06 01:10:19Z X 1051937 X X 3716 3716 25687 25687 49083 220651 49083 78486 78486 0 0 0 3900 0 3900 7747 7747 0 329 329 0 11976 8076 3900 47000 47000 58976 8076 50900 19510 70410 11382 11334 11334 99355 104645 103226 606163 588083 763569 135256 168872 168519 3991 2723 5289 856147 875657 1051937 0 0 X 0 0 0 0 856147 875657 856147 875657 856147 875657 856147 19510 0 875657 0 875657 PUBLICLY TRADED SECURITIES - ST 54371 43694 10677 10677 PUBLICLY TRADED SECURITIES - LT 159077 127874 31203 31203 CAPITAL GAINS DIVIDENDS P 7203 7203 7203 49083 979 0 979 0 979 1461 0 0 0 1461 0 482 482 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A GOELZER INVESTMENT MANAGEMENT 3172642600 111 MONUMENT CIRCLE STE 500 INDIANAPOLIS IN 46204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS A JENKINS ESQ 7199 WASHINGTON BLVD INDIANAPOLIS IN 46240 DIRECTOR 1.00 0 0 0 CHRISTINE H HICKEY ESQ 135 N PENNSYLVANIA ST 1400 INDIANAPOLIS IN 46204 DIRECTOR 1.00 0 0 0 CHASE HICKEY 135 N PENNSYLVANIA ST 1400 INDIANAPOLIS IN 46204 DIRECTOR 1.00 0 0 0 DENNIS R JONES 8017 BEAUMONT GREEN EAST DRIVE INDIANAPOLIS IN 46250 DIRECTOR 1.00 0 0 0 DEBORAH THORNBURGH 4227 HEYWARD PLACE INDIANAPOLIS IN 46250 DIRECTOR 1.00 0 0 0 JULIE ARMSTRONG INDIANAPOLIS BAR ASSOCIATION 140 N ILLINOIS ST INDIANAPOLIS IN 46204 DIRECTOR 1.00 0 0 0 KAYLA MOODY-GRANT ESQ ONE INDIANA SQUARE SUITE 3500 INDIANAPOLIS IN 46204 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1029805 8827 0 1038632 0 0 1038632 15579 1023053 51153 51153 979 979 50174 0 50174 0 50174 50900 0 50900 50174 0 0 2312 4834 6899 4124 18169 50900 0 0 0 50174 726 0 0 18895 0 0 0 0 0 0 2312 16583 4834 6899 4124 726 CHRISTINE H HICKEY 135 N PENNSYLVANIA ST SUITE 1400 INDIANAPOLIS IN 46204 3178602905 THE SHAW-BURCKHARDT-BRENNER FOUNDATION REQUIRES THAT ALL APPLICATIONS FOR GRANT FUNDING BE SUBMITTED ON THE FORM TITLED "SHAW-BURCKHARDT-BRENNER FOUNDATION GRANT APPLICATION". A PAPER COPY CAN BE OBTAINED FROM THE FOUNDATION'S SECRETARY. GRANT MATERIAL MUST BE SUBMITTED BEFORE THE APRIL 1 AND OCTOBER 1 BOARD MEETINGS. THE FOUNDATION HAS AWARDED GRANTS TO A VARIETY OF PROGRAMS, INCLUDING PROGRAMS RELATING TO THE ARTS, EDUCATION, SERVICES TO THE ELDERLY, ETC. THAT BEING SAID, HOWEVER, THE BOARD HAS DEVELOPED A NON-EXCLUSIVE FOCUS ON PROGRAMS THAT BENEFIT CHILDREN (OR PROVIDE SERVICES TO CHILDREN) WITH AN EMPHASIS ON PROGRAMS THAT DEAL WITH FOOD, CLOTHING, SHELTER AND SOCIAL VALUES OVER OTHER PROGRAMS. THE BOARD PREFERS TO CONSIDER GRANT REQUESTS FOR THE FUNDING OF SPECIFIC PROGRAMS OR PROJECTS BEFORE CONSIDERING REQUESTS FOR GENERAL OPERATING FUNDS. ASCENT 121 PO BOX 1143 CARMEL IN 46082 PC SUPPORTING CHILDREN SURVIVORS OF SEXUAL TRAUMA FROM MARION AND SURROUNDING COUNTIES 5000 ASSISTANCE LEAGUE OF INDIANAPOLIS 1475 WEST 86TH STREET STE E INDIANAPOLIS IN 46260 PC OPERATION SCHOOL BELL - PROVIDING SCHOOL CLOTHING AND SHOES FOR STUDENTS 10000 COBURN PLACE SAFE HAVEN II INC 604 E 38TH STREET INDIANAPOLIS IN 46205 PC SCHOOL'S OUT SUMMER CAMP - ANNUAL PROGRAM TO SUPPORT SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN 3000 GLEANER'S FOOD BANK INC 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 PC SCHOOL-BASED FOOD PANTRY PROGRAM 5000 THE DOMESTIC VIOLENCE NETWORK OF GREATER INDIANAPOLIS INC 9245 N MERIDIAN ST SUITE 235 INDIANAPOLIS IN 46260 PC SELF-SUFFICIENCY FUND PROVIDING DIRECT FINANCIAL ASSISTANCE FOR DOMESTIC VIOLENCE SURVIVORS 3000 WESTMINSTER NEIGHBORHOOD SERVICES PO BOX 11465 INDIANAPOLIS IN 46201 PC AFTER SCHOOL YOUTH PROGRAM FOR GRADES K- 8 WHO FACE BARRIERS ON THE NEAR EASTSIDE OF INDIANAPOLIS 5500 TEACHER'S TREASURES INC 1800 E 10TH STREET INDIANAPOLIS IN 46201 PC SCHOOL SUPPLIES FOR TEACHERS SERVING A HIGH POPULATION OF STUDENTS EXPERIENCING POVERTY 3000 CATHOLIC CHARITIES INDIANAPOLIS 1400 N MERIDIAN STREET INDIANAPOLIS IN 46202 PC HOLY FAMILY SHELTER PROGRAM PROVIDING SUPPORT AND SHELTER AND OTHER ASSISTANCE FOR FAMILIES BELOW POVERTY LEVEL 3000 THE STEM CONNECTION 8407 MOORE RD INDIANAPOLIS IN 46278 PC CREATING EQUITABLE ACCESS TO STEM LEARNING IN CENTRAL INDIANA 3000 PROVIDENCE CRISTO REY HIGH SCHOOL 2717 S EAST STREET INDIANAPOLIS IN 46225 PC PROVIDING SCHOOL UNIFORM SUPPORT TO 320 LOW-INCOME UNDERSERVED STUDENTS ACROSS INDIANAPOLIS ATTENDING THE SCHOOL 6500 47000 0 14 3716 14 25687 18 49083 0 78486 0 78486 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3900 0 3900 ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D))2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS PURSUANT TO IRC SECTION 4942(H)(2), THE FOUNDATION HEREBY ELECTS TO TREAT THE CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. ALLSPRING SHORT TERM HIGH INCOME INSTL (STYIX) 20921 20328 CALAMOS MARKET NEUTRAL INCOME CL I 21229 24531 CARILLON REAMS UNCONSTRAINED BOND I 27661 28804 JPMORGAN MORTGAGE BACKED SEC CLASS I (OMBIX) 58823 55135 NYLI MACKAY CONVERTIBLE CL I (MCNVX) 16535 16192 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I (SHRIX) 15382 15397 THE AMBASSADOR FUND INSTL (EMPIX) 8321 8132 ACCENTURE PLC (ACN) 2526 2814 ADOBE INC COM (ADBE) 5752 6670 AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1 (EADSY) 2454 2749 ALPHABET INC CAP STK CL C(GOOG) 4951 14283 AMAZON.COM INC 28 SH 7987 10750 APPLE INC (AAPL) 3715 16778 ARISTA NETWORKS INC COM USD0.0001 (ANET) 1542 4863 BERKSHIRE HATHAWAY INC 16 SH 2740 7252 BOOKING HOLDINGS INC COM(BKNG) 2410 4968 BORG WARNER INC COM USD0.01(BWA) 4661 4673 BOSTON SCIENTIFIC CORP(BSX) 2944 5002 BROADCOM INC COM (AVGO) 2650 11128 CATERPILLAR INC COM (CAT) 4102 6530 CHEVRON CORP NEW COM(CVX) 1325 2462 CORTEVA INC COM (CTVA) 2293 3532 COSTCO WHOLESALE CORP COM USD0.01 (COST) 4050 7330 DISNEY WALT CO COM (DIS) 2498 3118 EATON CORPORATION PLC(ETN) 2632 5310 EXXON MOBIL CORP (XOM) 3685 5163 FREEPORT-MCMORAN INC COM USD0.10 (FCX) 2256 2666 HONEYWELL INTL INC 20 SH 737 4518 INTUITIVE SURGICAL INC(ISRG) 2641 4698 IQVIA HLDGS INC COM 15 SH 1239 2948 ISHARES CORE S&P 500 ETF(IVV) 59962 85359 ISHARES CORE S&P MID-CAP ETF 118 SH 19438 31840 ISHARES TR ISHS 1-5YR INVS(IGSB) 55186 53096 ISHARES TR ISHS 5-10YR 438 SH 29253 25652 JOHNSON CONTROLS INTL 56 SH 2272 2447 KLA CORP COM NEW (KLAC) 2233 3151 LOWES COMPANIES INC COM USD0.50 (LOW) 5054 6170 MASTERCARD INCORPORATED CL A(MA) 4872 6845 MCKESSON CORP (MCK) 1014 4559 MEDTRONIC PLC (MDT) 2329 2636 MERCK &CO. INC COM (MRK) 747 2388 META PLATFORMS INC CLASS A COMMON STOCK (META) 2365 5270 MICROSOFT CORP (MSFT) 7535 18125 NEXTERA ENERGY INC COM USD0.01(NEE) 2649 3585 NISOURCE INC COM USD0.01(NI) 2337 3345 NVIDIA CORPORATION COM(NVDA) 5824 13429 PALO ALTO NETWORKS INC COM USD0.0001 (PANW) 3673 8006 PEPSICO INC (PEP) 5852 4866 PROCTER AND GAMBLE CO COM(PG) 1741 2012 QUALCOMM INC (QCOM) 1163 3533 SCHLUMBERGER LIMITED COM USD0.01 1238 3106 SCHWAB CHARLES CORP COM(SCHW) 3522 4219 SPDR SERIES TRUST S&P 600 SMCP VAL 23373 37169 TESLA INC COM (TSLA) 3076 5654 TJX COS INC 54 SH 1561 4228 T-MOBILE US INC COM 25 SH 2319 3752 ULTA BEAUTY INC COM (ULTA) 5010 4349 UNITED HEALTH GROUP 10 SH 2407 5059 US BANCORP(USB) 4417 4687 VISA INC (V) 4769 6953 ZOETIS INC (ZTS) 5214 4888 BLACKROCK SYSTEMATIC 15971 15993 DIAMOND HILL LONG/SHRT FUND CL I 10582 12908 FEDERATED HERMES INTL EQ CL IS(PIUIX) 40955 40935 FIDELITY ADVISOR REAL ESTATE INCOME Z 12067 11939 FIDELITY INTERNATL INDEX FUND(FSPSX) 55011 58304 JANUS HENDERSON ENTERPRISE I(JMGRX) 14674 15159 JP MORGAN MID CAP VALUE FUND CLASS L 14119 14940 LOCKHEED MARTIN CORP COM USD1.00 (LMT) 4904 4859 PZENA EMERGING MRKTS FOCUSED VAL 17488 17980 VANGUARD COMMODITY STRATEGY FD 11108 9900 COHEN & STEERS INSTL REALTY SHARES (CSRIX) 11305 12144 OBERWEIS SMALL CAP OPPORTUNITIES (OBSIX) 24102 24439 APOLLO GLOBAL MGMT INC COM (APO) 4594 6606 BANK AMERICA CORP COM (BAC) 1748 1934 BOOZ ALLEN HAMILTON HLDG CORP CL A (BAH) 2249 1930 ELI LILLY &CO COM (LLY) 1614 1544 VEEVA SYSTEMS INC (VEEV) 1397 1472 104645 103226 0 0 EQUINIX INC COM (EQIX) AT COST 2116 2829 OMEGA HEALTHCARE INVESTORS INC(OHI) AT COST 607 2460 INVESTMENT MANAGEMENT FEES 7747 7747 0 FOREIGN TAX & FEES PAID 329 329 0