2024-11-13T22:29:12+00:00 2023-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990PF 2023-01-01 814380271 Prime Foundation Inc PRIM 5742749502 21255 SR 4 Lakeville IN 46536 Majorie D Skaggs President/Treasurer 5742749502 2024-11-14 true Jennifer Burke P01342224 3128997000 2024-11-14 2023 2024-10-15 13:58:12Z X 24689081 X X 688379 688379 563041 4842903 563041 0 0 0 0 0 0 1251420 1251420 0 4655 1164 0 0 12993 3248 0 0 0 0 0 0 49158 2147 0 0 0 0 0 148539 143006 0 0 215345 149565 0 0 1562025 1562025 1777370 149565 0 1562025 -525950 1101855 0 1598537 415456 415456 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13520372 13161971 19621205 3788366 4788648 4652420 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18907275 18366075 24689081 0 0 0 0 0 0 X 18907275 18366075 18907275 18366075 18907275 18366075 18907275 -525950 0 18381325 15250 18366075 Publicly Traded Securities 4842903 4279862 563041 0 563041 563041 0 15316 15316 15316 25000 25000 9684 9684 0 false false false false false false false true true IN true false false false false true N/A Marjorie D Skaggs 5742749502 21255 St Rd 4 Lakeville IN 46536 false false false false false false false false false false false false false false false true false true false false false false Jennifer Merrill 21255 SR 4 Lakeville IN 46536 Secretary 1.000 0 0 0 Marjorie D Skaggs 21255 SR 4 Lakeville IN 46536 President/Treasurer 1.000 0 0 0 Scotty L Merrill 21255 SR 4 Lakeville IN 46536 Vice President 1.000 0 0 0 Mike Hardy 21255 SR 4 Lakeville IN 46536 Board Member 1.000 0 0 0 0 22542807 705407 0 23248214 0 23248214 348723 22899491 1144975 1144975 15316 15316 1129659 1129659 1129659 1562025 0 0 1562025 1129659 0 2019 0 57186 0 0 13429 0 70615 1562025 0 0 0 1129659 432366 0 502981 0 0 0 0 0 57186 445795 0 0 13429 0 432366 X University of Notre Dame Controllers Office 724 Grace Hall Notre Dame IN 46556 None PC Charitable 30000 Newton Park 21255 SR 4 Lakeville IN 46536 None POF Charitable 1325000 Memorial Health Foundation Inc 615 N Michigan St South Bend IN 46601 None PC Charitable 30000 Real Services Inc PO Box 1835 South Bend IN 466341835 None PC Alzheimer and Dementia Services 1000 Junior Achievement of Northern IN Inc 601 Noble Drive Fort Wayne IN 46825 None PC Charitable 10000 Lakeville United Methodist Church 610 N Michigan St Lakeville IN 46536 None PC Charitable 11000 Nations of Coaches Inc 303-D Beltline Place SW Box 231 Decatur AL 35603 None PC Charitable 20000 Potawatomi Zoological Society Inc PO Box 1764 South Bend IN 46634 None PC Charitable 25000 St Joseph Cnty 4-H Fair Inc 5117 S Ironwood South Bend IN 46614 None PC Charitable 31155 Cultivate Culinary School and Catering Inc 1403 Prairie Avenue South Bend IN 46613 None PC Charitable 10000 JeffGordonChildrensFoundation PO Box 620669 Charlotte NC 28262 None PC Charitable 5000 AMERICAN BOER GOAT ASSOCIATION 4258 S Jackson St San Angelo TX 76903 None PC Charitable 10000 Our Brothers Place Company 2526 E 38th Street Indianapolis IN 46218 None PC Charitable 5000 JDRF INTERNATIONAL 200 Vesey Street 28th Floor New York NY 10281 None PC Charitable 5000 T J Martell Foundation 2817 West End Ave Suite 126 206 Nashville TN 37203 None PC Charitable 36470 LAKEVILLE MASONIC TEMPLE 318 N MANGUS DRIVE LAKEVILLE IN 465360247 None PC Charitable 100 THE TONY STEWART FOUNDATION INC 438 SOUTHPOINT CIRCLE BROWNBURG IN 46112 None PC Charitable 5000 ST JOSEPH CTY 4-H BOOSTERS 20995 Osborne Rd Lakeville IN 46536 None NC Charitable 1000 Crosspointe Biker Church Ltd 1130 E Baseline Rd Connersville IN 47331 None PC Charitable 300 LAKEVILLE POLICE DEPARTMENT 105 S Michigan St Lakeville IN 46536 None GOV Charitable 1000 1562025 0 14 688379 18 563041 0 1251420 0 1251420 false false false false false false false false false false Accounting Fees 12993 3248 NEWTON PARK INC 21255 ST RD 4 LAKEVILLE IN 46536 2023-01-01 1325000 For operating and capital needs to provide facility for youth in the community - provide facility to improve health of youth in community- sports, exercise, play, etc. 1325000 No 01/01/2023 2023-01-01 VERIFIED Affiliated Managers Group Inc Jr 126662 113010 American Financial Group 154569 146744 American FINL Group Inc 31018 27213 Bank of America Corp Dep 166975 156788 Bank of America Dep Shs 26970 23010 Blackrock Short Maturity Bond 2598858 2620030 Brighthouse Financial 37440 32625 Coffeyville KS 200000 196062 Duke Energy Company 167409 152744 Invesco 243389 215872 Ishares 366186 365986 JPMorgan Chase & Co 143552 137331 Keycorp New Dep SHS 117887 87196 Morgan Stanley DEP SHS 203339 177211 SPDR Bloomberg 177791 177388 US Bancorp DEP SHS 26603 23210 Abbvie Inc 137536 309475 Accenture PLC Ireland Class A New 274992 723226 Aflac Inc 180243 258720 Air Products & Chemicals 313536 304739 Allstate Corp 302516 305716 Alphabet Inc 307628 406777 Amgen Inc 84310 122409 Apple Inc 46396 319022 Arthur J Gallagher & Company 208800 326076 AT & T Inc 0 0 Automatic Data Processing 63329 150033 Blackrock Inc 254102 384793 Bristol Myers Squibb 228607 171632 Broadcom 280463 707703 Charles River Lab International 157711 146568 Chevron Corp 237280 317114 Chubb Ltd 98401 164528 Cisco Systems Inc 252536 302110 CME Group Inc CL A 360301 394454 Coca-Cola Company 126724 147325 Colgate-Palmolive Co 0 0 Consolidated Edison Inc 137160 162018 Costco Wholesale Corp 192773 295716 Crown Castle Intl Corp 0 0 Cummins Inc 147822 238851 CVS Health Corp 107579 122783 Danaher Corp 88621 290332 Darden Restaurants Inc 312234 332708 Dover Corp Common 150005 350687 Eaton Corp PLC 32141 123541 Elevance Health Inc 279447 281050 EOG Resources Inc 104161 182635 Exxon Mobil Corp 164603 252350 Fiserv Inc 182571 393871 Garmin LTD 160925 189468 General Dynamics Corp 155198 197090 Hartford Financial 146015 168798 Hexcel Corp New 145736 182163 Home Depot Inc 324036 657752 Honeywell International Inc 194469 357556 Houlihan Lokey Inc 94407 191856 Illinois Tool Works Inc 94787 172880 Intel Corp 0 0 Intercontinental Exchange Inc 287315 385290 International Business Machine Corp 91696 89135 Johnson & Johnson 216894 272414 JP Morgan chase & Co 251742 432905 Kimberly clark Corp 162680 218652 Kinder Morgan Inc DE 122935 157878 Lockheed Martin Corp 172732 213929 Medtronic PLC 144917 156192 Merck & Company Inc New 157422 226326 Microsoft Corp 135175 822399 Morgan Stanley 263668 331504 Motorola Solutions Inc 184663 335006 Nextera Energy Inc 104875 171894 Northrop Grumman Corp 117657 162913 Novartis AG 160663 262522 Paychex Inc 165061 299919 Pepsico Incorporated 365868 473004 Pfizer Incorporated 98448 90257 Price T Rowe Group Inc 279078 205473 Progressive Corp OH 211502 350416 Procter & Gamble Co 0 0 Raytheon Technologies Corp 0 0 Royal Bank Canada Montreal 0 0 RTX Corp 234721 252168 Southern Company 117081 161416 Starbucks Corp 157820 145935 Stryker Corp 182207 360849 Texas Instruments Inc 315305 396830 United Parcel Service 349740 299994 Union Pacific Corp 260213 288849 United Health Group 174052 181105 Valero Energy Corp 139752 222689 Verizon Communications Inc 0 0 Watsco Inc 148639 217662 WEC Energy Group Inc 129403 164131 Williams Cos Inc Del 127946 165024 Legal Fees 4655 1164 Prior Period Adjustment 15250 INVESTMENT FEES STIFEL 7643 70871 70871 INVESTMENT FEES STIFEL 8185 72135 72135 Miscellaneous Expenses 5533 FOREIGN TAXES 2147 2147 TAXES 47011