2026-09-14T10:56:57-05:00 2025-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990PF 2025-01-01 237076297 SHAW-BURCKHARDT-BRENNER FOUNDATION SHAW 3178602905 135 N PENNSYLVANIA ST 1400 INDIANAPOLIS IN 46204 DENNIS JONES PRESIDENT 3178602905 2026-09-09 1 NEAL R STEGEMILLER CPA P00516588 3177456411 2026-09-09 2025 X 1122677 X X 3641 3641 25733 25733 50760 264269 50760 80134 80134 0 0 0 3900 0 3900 7993 7993 0 1693 1693 0 13586 9686 3900 55500 55500 69086 9686 59400 11048 70448 11334 84 84 104645 115395 115317 588083 660012 886400 168872 96233 103391 2723 14981 17485 875657 886705 1122677 0 0 X 0 0 0 0 875657 886705 875657 886705 875657 886705 875657 11048 0 886705 0 886705 PUBLICLY TRADED SECURITIES - ST 32860 32138 722 722 PUBLICLY TRADED SECURITIES - LT 225742 181371 44371 44371 CAPITAL GAINS DIVIDENDS P 5667 5667 5667 50760 979 0 979 0 979 2000 0 0 0 2000 0 1021 1021 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A CHRISTINE HICKEY 3178602905 135 N PENNSYLVANIA ST 1400 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 SECRETARY 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 PRESIDENT 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 NONE 0 NONE 0 0 1087019 2388 0 1089407 0 0 1089407 16341 1073066 53653 53653 979 979 52674 0 52674 0 52674 59400 0 59400 52674 0 0 4834 6899 4124 726 16583 59400 0 0 0 52674 6726 0 0 23309 0 0 0 0 0 0 4834 18475 6899 4124 726 6726 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. 100 BLACK MEN OF INDIANAPOLIS INC 1500 E MICHIGAN ST ROOM 8 INDIANAPOLIS IN 46201 PC MENTORSHIP PROGRAM FOR YOUNG MEN 5000 ASCENT 121 PO BOX 1143 CARMEL IN 46082 PC SUPPORTING CHILDREN SURVIVORS OF SEXUAL TRAUMA FROM MARION AND SURROUNDING COUNTIES 4000 ASSISTANCE LEAGUE OF INDIANAPOLIS 1475 WEST 86TH STREET STE E INDIANAPOLIS IN 46260 PC PROVIDING SCHOOL CLOTHING AND SHOES FOR STUDENTS 10000 AYS INC 6702 OAKLANDON RD INDIANAPOLIS IN 46236 PC SUMMER SCHOOL PROGRAM FOR YOUTH 6500 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 5000 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 KIDS IN CRISIS INTERVENTION TEAM PO BOX 806 FRANKLIN IN 46131 PC YOUTH COUNSELING/ASSISTANCE 6500 PROVIDENCE CRISTO REY HIGH SCHOOL 2717 S EAST STREET INDIANAPOLIS IN 46225 PC STUDENT UNIFORM PROGRAM FOR CHILDREN OF FAMILIES IN NEED 6500 THE STEM CONNECTION 8407 MOORE RD INDIANAPOLIS IN 46278 PC CREATING EQUITABLE ACCESS TO STEM LEARNING IN CENTRAL INDIANA 4000 55500 0 14 3641 14 25733 18 50760 0 80134 0 80134 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) 6902 6862 CALAMOS MARKET NEUTRAL INCOME CL I 21693 26264 CARILLON REAMS UNCONSTRAINED BOND I 22826 25102 THE AMBASSADOR FUND INSTL (EMPIX) 9234 9001 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I (SHRIX) 17477 17411 NYLI MACKAY CONVERTIBLE CL I (MCNVX) 18101 18751 META PLATFORMS INC CLASS A COMMON STOCK (META) 5237 7261 MICROSOFT CORP (MSFT) 5967 18861 NETFLIX INC 2509 1875 NISOURCE INC COM USD0.01(NI) 2336 3800 NVIDIA CORPORATION COM(NVDA) 5285 17531 MERCK &CO. INC COM (MRK) 747 2526 OBERWEIS SMALL CAP OPPORTUNITIES (OBSIX) 24102 28011 PALO ALTO NETWORKS INC COM USD0.0001 (PANW) 2129 5158 MEDTRONIC PLC (MDT) 2329 3170 ABBVIE INC COM 1732 2056 MASTERCARD INCORPORATED CL A(MA) 3747 5709 LOWES COMPANIES INC COM USD0.50 (LOW) 5054 6029 LOCKHEED MARTIN CORP COM USD1.00 (LMT) 2943 2902 LAM RESEARCH CORP COM 1091 2054 KROGER CO COM 1623 1437 KLA CORP COM NEW (KLAC) 1786 4860 KINDER MORGAN INC COM 1586 1677 WILLIAMS-SONOMA INC 1521 1786 MCKESSON CORP (MCK) 887 5742 PROCTER AND GAMBLE CO COM(PG) 1741 1720 SPDR SERIES TRUST S&P 600 SMCP VAL 23373 38753 PZENA EMERGING MRKTS FOCUSED VAL 15744 21242 WALMART INC COM 2268 2674 VISTRA CORP COM 1672 1291 VISA INC (V) 4769 7716 VEEVA SYSTEMS INC 1398 1563 VANGUARD COMMODITY STRATEGY FD 12648 11684 US BANCORP(USB) 4417 5229 UNUM GROUP 3112 3023 UNITED HEALTH GROUP 10 SH 2407 3301 UNION PAC CORP COM 1526 1619 T-MOBILE US INC COM 25 SH 2319 3452 TJX COS INC 54 SH 1561 5376 THE HARTFORD INSURANCE 1561 1654 TESLA INC COM (TSLA) 784 1799 JPMORGAN HEDGED EQUITY CLASS I 13401 14479 SCHWAB CHARLES CORP COM(SCHW) 2820 4596 QUALCOMM INC (QCOM) 859 2908 PROGRESSIVE CORP COM 1694 1594 JPMORGAN CHASE &CO. COM 3058 3867 ZOETIS INC (ZTS) 3996 2894 JOHNSON CONTROLS INTL 56 SH 2272 3712 COHEN & STEERS INSTL REALTY SHARES (CSRIX) 18360 19286 CHEVRON CORP NEW COM(CVX) 2332 3658 CH ROBINSON WORLDWIDE INC COM 1533 1608 CATERPILLAR INC COM (CAT) 2460 6302 BROADCOM INC COM (AVGO) 2374 14882 BOSTON SCIENTIFIC CORP(BSX) 2418 4386 BOOKING HOLDINGS INC COM(BKNG) 2410 5355 BLACKROCK SYSTEMATIC 16343 16793 COSTCO WHOLESALE CORP COM USD0.01 (COST) 3544 6036 BERKSHIRE HATHAWAY INC 16 SH 1370 4021 ARTISAN INTL VALUE FUND ADVISOR 41956 41085 ARISTA NETWORKS INC COM USD0.0001 (ANET) 841 3145 APTIV PLC ORD 2388 2663 APPLE INC (AAPL) 6572 20390 AMAZON.COM INC 28 SH 6465 9233 ALPHABET INC CAP STK CL C(GOOG) 4421 21966 AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1 (EADSY) 1885 3070 ADOBE INC COM (ADBE) 5854 5600 ACCENTURE PLC (ACN) 2526 2146 AUTODESK INC 1507 1480 BANK AMERICA CORP COM (BAC) 1748 2420 COTERRA ENERGY INC COM 1573 1606 CORTEVA INC COM (CTVA) 1307 3016 DISNEY WALT CO COM (DIS) 2498 3186 INTUIT INC 1294 1325 HONEYWELL INTL INC 20 SH 695 3902 GENERAL DYNAMICS CORP COM 2218 2693 FREEPORT-MCMORAN INC COM USD0.10 (FCX) 2256 3555 FIDELITY INTERNATL INDEX FUND(FSPSX) 54660 73830 FIDELITY ADVISOR REAL ESTATE INCOME Z 12664 12811 ISHARES CORE S&P MID-CAP ETF 118 SH 15226 26598 ISHARES TR ISHS 1-5YR INVS(IGSB) 55186 54308 EVERGY INC COM 1542 1450 ISHARES TR ISHS 5-10YR INVT 29252 26832 J P MORGAN EXCHANGE TRADED FD MORTGAGE 64970 63672 ELI LILLY &CO COM (LLY) 1615 2149 JANUS HENDERSON ENTERPRISE I(JMGRX) 40955 40050 EATON CORPORATION PLC(ETN) 2139 4141 EXXON MOBIL CORP (XOM) 2818 4693 ISHARES CORE S&P 500 ETF(IVV) 55826 92467 115395 115317 0 0 OMEGA HEALTHCARE INVESTORS INC(OHI) AT COST 560 2882 EQUINIX INC COM (EQIX) AT COST 2116 2298 FIDELITY TREASURY MONEY MARKET FUND AT COST 12305 12305 INVESTMENT MANAGEMENT FEES 7993 7993 0 FOREIGN TAX & FEES PAID 175 175 0 EXCISE TAX PAID 1518 1518 0