2026-08-28T12:21:29-04:00 2025-12-31 273498867 LCPA GROUP LTD 1900 INWOOD DR FORT WAYNE IN 468157111 990PF 2025-01-01 300914351 WILLIAM J & BONNIE L HEFNER FOUNDATION INC WILL 2604934493 3015 EMERALD LAKE DR FORT WAYNE IN 46804 THOMAS J GRANT TREASURER 2604934493 2026-06-17 CHARLES WHEELER P01489670 2604934493 2026-08-27 2025 X 35031753 X X 109015 109015 109015 592686 592686 592686 1264269 6101314 141 47 47 47 1966017 701889 701748 145988 145988 13046 13046 175 175 64607 17 223816 159051 175 1486000 1486000 1709816 159051 1486175 256201 542838 701748 121337 560110 560110 141245 84091 84091 1947685 2289936 1947685 66512 66512 17730482 18505306 34387552 20349512 21163704 35031753 360969 307873 360969 307873 X 19988543 20855831 19988543 20855831 20349512 21163704 19988543 256201 611087 20855831 20855831 141 7545 7545 7545 10000 10000 X 386 2069 2069 false false false false false false false true true IN true false false false false true N/A AIMEE MYERS 2604369245 3015 EMERALD LAKE DR FORT WAYNE IN 46804 false false false false false false false false false false false false false false false false false false false false THOMAS J GRANT 3015 EMERALD LAKE DR FORT WAYNE IN 46804 TREASURER 000.00 0 0 0 ROBERT DOELLING 3015 EMERALD LAKE DR FORT WAYNE IN 46804 CO-TRUSTEE 000.00 0 0 0 AIMEE MYERS 3015 EMERALD LAKE DR FORT WAYNE IN 46804 EXECUTIVE DI 000.00 0 0 0 ANGELA GRANT 585 E SPEAR RD COLUMBIA CITY IN 46725 CO-TRUSTEE 000.00 0 0 0 NONE NONE N/A 27939208 463653 2118810 30521671 30521671 457825 30063846 1503192 1503192 7545 7545 1495647 1495647 1495647 1486175 1486175 1495647 159471 159471 1486175 1486175 9472 9472 149999 0 149999 149999 X AMERICAN RED-CROSS FORT WAYNE 1212 E CALIFORNIA RD 1212 E CALIFORNIA RD FORT WAYNE IN 46825 PC SUPPORT 290000 BOY SCOUTS OF AMERICA B 8315 WEST JEFFERSON 8315 WEST JEFFERSON FORT WAYNE IN 46804 PC SUPPORT 50000 COMMUNITY HARVEST FOOD BANK C 999 TILLMAN AVE 999 TILLMAN AVE FORT WAYNE IN 46816 PC SUPPORT 20000 DAVE HEFNER INTERNATIONAL STUDENT E B 2920 WHITEGATE DR 2920 WHITEGATE DR FORT WAYNE IN 46805 PC SUPPORT 25000 FORT WAYNE PHILHARMONIC FRIENDS 4901 FULLER DR 4901 FULLER DR FORT WAYNE IN 46835 PC SUPPORT 25000 GIRL SCOUTS OF FORT WAYNE B 10008 DUPONT CIR DR E 10008 DUPONT CIR DR E FORT WAYNE IN 46825 PC SUPPORT 52000 HOMEBOUND MEALS 611 W BERRY ST 611 W BERRY ST FORT WAYNE IN 46802 PC SUPPORT 2000 HOMESTEAD BAND 4310 HOMESTEAD RD 4310 HOMESTEAD RD FORT WAYNE IN 46814 PC SUPPORT 2000 INTERNATIONAL ALLIED MISSIONS 305 MAIN STREET 305 MAIN ST FORT WAYNE IN 46802 PC SUPPORT 5000 JUNIOR ACHEIVEMENT 550 E WALLEN RD 550 E WALLEN RD FORT WAYNE IN 46825 PC SUPPORT 500000 KATE'S KART K 10376 LEO ROAD 10376 LEO RD FORT WAYNE IN 46825 PC SUPPORT 7500 LITTLE RIVER WETLANDS 5000 SMITH RD 5000 SMITH RD FORT WAYNE IN 46804 PC SUPPORT 25000 MATHEW 25 413 E JEFFERSON BLVD 413 E JEFFERSON BLVD FORT WAYNE IN 46802 PC SUPPORT 10000 PURDUE FORT WAYNE 2101 E COLISEUM BLVD 2101 E COLISEUM FORT WAYNE IN 46805 PC SUPPORT 28000 SHEPERD'S HOUSE 519 TENNESSEE AVE 519 TENNESSEE AVE FORT WAYNE IN 46805 PC SUPPORT 5000 STAY GOLD FOUNDATION S 1113 MURFREESBORO RD SUITE 106-414 FRANKLIN TN 37064 PC SUPPORT 4000 SUPERSHOT 1515 HOBSON RD 1515 HOBSON RD FORT WAYNE IN 46805 PC SUPPORT 10000 TURNSTONE CENTER T 3320 N CLINTON 3320 N CLINTON FORT WAYNE IN 46805 PC SUPPORT 3000 VAN BUREN CEMETARY ASSO V 1001 MAIN ST 1001 MAIN ST VAN BUREN IN 46991 PC SUPPORT 2500 WELLSPRING 1316 BROADWAY 1316 BROADWAY FORT WAYNE IN 46802 PC SUPPORT 20000 YMCA OF DEKALB COUNTY 533 NORTH ST 533 NORTH ST AUBURN IN 46706 PC SUPPORT 200000 FW YWCA 5920 DECATUR RD 5920 DECATUR RD FORT WAYNE IN 46816 PC SUPPORT 200000 1486000 109015 592686 1 47 1264269 1966017 1966017 false false false false false false false false false false MONARCH 2025-01 PURCHASE 2025-12 15075 15078 -3 MONARCH 2024-01 PURCHASE 2025-12 686788 630967 55821 AMENTUM HOLDINGS 2014-05 PURCHASE 2025-05 27638 12609 15029 WALGREENS 2014-05 PURCHASE 2025-08 25158 135477 -110319 ZIMVIE INC 2014-05 PURCHASE 2025-10 1330 1623 -293 SCHWAB 74759 2025-01 PURCHASE 2025-12 14653 14653 WESBANCO 2025-01 PURCHASE 2025-12 2186256 2022106 164150 WESBANCO 2024-01 PURCHASE 2025-12 3091179 2019185 1071994 GAIN ON BIRKDALE 2019-01 PURCHASE 2025-12 28271 28271 GAIN ON OWENS WHITE 2024-06 PURCHASE 2025-12 24825 24825 MONARCH 10877964 23169132 SCHWAB 99048 1780038 3725847 SCHWAB 74759 1881167 2794203 PREMIER BANK 76100 3966137 4698370 EXPENSES MISC INVESTMENT EXPENSES 17 17 64590 1250 GAIN 47 47 47 UNREALIZED GAINS 611087 BIRKDALE INSTALLMENT CONTRACT 1290976 OWENS WHITE - RV 656709 MONARCH 106994 106994 PREMIER BANK 38994 38994 MONARCH 1820 1820 PREMIER BANK 667 667 FEDERAL TAXES ON INVESTMENT INC 10559 10559