2026-06-17T10:21:13-05:00 2025-12-31 205881258 WATERMARK CPA GROUP LLC 5975 CASTLE CREEK PKWY STE 355 INDIANAPOLIS IN 46250 990PF 2025-01-01 364513703 THE JAMES L AND GLORIA J GODSCHALK JR FAMILY FOUNDATION JAME 2606254592 2034 TURNBERRY LANE FT WAYNE IN 46814 GLORIA GODSCHALK MEMBER 2606254592 2026-06-17 1 LEWIS J UTTERBACK CPA P00059020 3178050805 2026-06-15 2025 2025-03-06 01:10:19Z X 1240900 X X 43 43 43 22563 22563 22563 33694 165834 33694 56300 56300 22606 0 0 0 0 1100 0 0 0 1393 0 0 0 2493 0 0 0 69500 69500 71993 0 0 69500 -15693 56300 22606 30259 24961 24961 869034 858639 1215939 899293 883600 1240900 0 0 X 0 0 0 0 899293 883600 899293 883600 899293 883600 899293 -15693 0 883600 0 883600 AMERICAN EUROPACIFICGROWTH P 2025-01-03 2025-05-22 4427 4200 227 227 CAUSEWAY INTERNATNAL P 2025-01-03 2025-02-14 5544 4800 744 744 EFFICIENT ENHANCED MULTI ASSET P 2024-10-22 2025-01-03 23209 23400 -191 -191 GMO OPPORTUNISTIC INCOME P 2024-10-30 2025-09-18 8064 8000 64 64 GOLDMAN SACHS GQG P 2024-10-30 2025-03-14 6500 6526 -26 -26 LAZARD GLOBAL P 2024-10-30 2025-05-22 1500 1350 150 150 PZENA INTERNATIONAL P 2025-03-14 2025-10-09 1690 1440 250 250 VANGUARD TOTAL P 2025-03-14 2025-09-30 7088 6000 1088 1088 AMERICAN EUROPACIFICGROWTH P 2023-05-15 2025-05-22 4453 3715 738 738 ARTISAN DEVELOPING P 2018-05-29 2025-05-22 12600 7761 4839 4839 CAUSEWAY INTERNATNAL P 2015-09-25 2025-10-09 5336 3392 1944 1944 GMO OPPORTUNISTIC INCOME P 2020-07-29 2025-09-18 30641 32050 -1409 -1409 KOPERNIK GLOBAL P 2021-06-01 2025-10-09 10800 11079 -279 -279 PZENA INTERNATIONAL P 2018-05-29 2025-10-09 13180 10840 2340 2340 VANGUARD TOTAL P 2018-05-29 2025-10-09 17992 7587 10405 10405 CAPITAL GAINS DIVIDENDS P 12810 12810 12810 33694 2306 783 0 783 0 783 0 0 800 0 800 0 17 17 0 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 0 0 0 0 1 N/A GLORIA GODSCHALK TRUSTEE 2606254592 2034 TURNBERRY LANE FORT WAYNE IN 46814 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLORIA J GODSCHALK 2034 TURNBERRY LANE FORT WAYNE IN 46814 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1161933 14090 0 1176023 0 0 1176023 17640 1158383 57919 57919 783 783 57136 0 57136 0 57136 69500 0 69500 57136 0 0 3808 6600 19096 9833 11711 51048 69500 0 0 0 57136 12364 0 0 63412 0 0 0 0 0 0 3808 59604 6600 19096 9833 11711 12364 GLORIA GODSCHALK 2034 TURNBERRY LANE FORT WAYNE IN 46814 2606254592 LETTERS AND MATERIALS NONE NONE CANCER SERVICES OF NE INDIANA 6316 MUTUAL DRIVE FORT WAYNE IN 46825 POF CHARITABLE 20000 COMMUNITY HARVEST BANK 999 E TILLMAN ROAD FORT WAYNE IN 46816 POF CHARITABLE 20000 HELPING PAWS PET HAVEN 2242 S MARION ROAD HUNTINGTON IN 46750 POF CHARITABLE 10000 MISS VIRGINIA'S FOOD PANTRY 1312 S HANNA ST FORT WAYNE IN 46802 POF CHARITABLE 10000 STILLWATER FOUNDATION HOSPICE 5910 HOMESTEAD ROAD FORT WAYNE IN 46814 POF CHARITABLE 5000 YMCA OF GREATER FORT WAYNE (JORGENSEN ANNUAL CAMPAIGN) 347 W BERRY ST FORT WAYNE IN 46802 POF CHARITABLE 1000 CLUB OASSIS 1118 SPRING ST FORT WAYNE IN 46808 POF CHARITABLE 1000 PBS FORT WAYNE 2501 E COLISEUM BLVD FORT WAYNE IN 46805 POF CHARITABLE 1000 BOYS & GIRLS CLUBS OF FORT WAYNE 3005 MCCORMICK AVE FORT WAYNE IN 46803 POF CHARITABLE 500 CENTER ON HALSTED SSR CHRIS PETERS 3656 N HALSTED ST CHICAGO IL 60613 POF CHARITABLE 1000 69500 0 14 43 14 22563 18 33694 0 56300 0 56300 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1100 0 0 0 FIDELITY A/C 6096 858639 1215939 FOREIGN TAXES 652 0 0 0 US FEDERAL TAXES 741 0 0 0