2023-09-27T14:30:23+00:00 2022-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990PF 2022-01-01 814380271 Prime Foundation Inc PRIM 5742749502 21255 SR 4 Lakeville IN 46536 Majorie D Skaggs President/Treasurer 5742749502 2023-09-27 true Marjorie Skaggs 999009999 Jennifer Burke P01342224 3128997000 2022 2023-04-26 12:10:37Z X 23942096 X X 637864 637864 1069423 4094290 1069423 0 0 0 0 0 0 1707287 1707287 0 6116 1529 0 0 8337 2084 0 0 0 0 0 0 33411 3411 0 0 0 0 0 146535 146535 0 0 194399 153559 0 0 1176547 1176547 1370946 153559 0 1176547 336341 1553728 0 607603 1598537 1598537 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13995564 13520372 18822947 3990176 3788366 3520612 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18593343 18907275 23942096 0 0 0 0 0 0 X 18593343 18907275 18593343 18907275 18593343 18907275 18593343 336341 0 18929684 22409 18907275 Publicly Traded Securities 4094290 3024867 1069423 0 1069423 1069423 0 21597 21597 21597 27929 27929 6332 6332 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 21264 Surface Avenue Lakeville IN 46536 Secretary 1.000 0 0 0 Marjorie D Skaggs 21320 Surface Avenue Lakeville IN 46536 President/Treasurer 1.000 0 0 0 Scotty L Merrill 21264 Surface Avenue Lakeville IN 46536 Vice President 1.000 0 0 0 0 0 23408326 1070058 0 24478384 0 24478384 367176 24111208 1205560 1205560 21597 21597 1183963 1183963 1183963 1176547 0 0 1176547 1183963 0 64602 0 0 13429 78031 1176547 0 0 0 1176547 0 7416 7416 70615 0 0 0 0 0 0 70615 57186 0 0 13429 0 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 909094 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 LAVille Jr-Sr High School 69969 US 31 South lakeville IN 46536 None GOV Charitable 7300 Lakeville United Methodist Church 610 N Michigan St Lakeville IN 46536 None PC Charitable 12000 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 70000 St Joseph Cnty 4-H Fair Inc 5117 S Ironwood South Bend IN 46614 None PC Charitable 17290 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 5163 AMERICAN BOER GOAT ASSOCIATION 4258 S Jackson St San Angelo TX 76903 None PC Charitable 12000 Lakeville Masonic Temple 318 N Mangus Drive Lakeville IN 465360247 None PC Charitable 100 INDIANA BOER GOAT CLASSIC 7974 East 100 South Elwood IN 46036 None PC Charitable 1000 Lancer Select PO Box 98 Lakeville IN 46536 None PC Charitable 11600 Our Brothers Place Company 2526 E 38th Street Indianapolis IN 46218 None PC Charitable 5000 Fort Wayne Museum of Art Inc 311 E Main St Fort Wayne IN 46802 None PC Charitable 10000 BOER GOAT NATION INC 105 Lone Oak Dr Dickson TN 37055 None PF Charitable 5000 LAVILLE YOUTH SOCCER CORPORATION PO Box 89 Lakeville IN 46536 None PC Charitable 10000 1176547 0 14 637864 18 1069423 0 1707287 0 1707287 false false false false false false false false false false Accounting Fees 8337 2084 Newton Park Inc 21255 St Rd 4 Lakeville IN 46536 2020-12-30 958386 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. 958386 no April, May, August, and November 2021; February, September, and November 2022 2021-12-15 Verified Newton Park Inc 21255 St Rd 4 Lakeville IN 46536 2021-12-15 909094 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. 909094 no February, September, and November 2022 2022-12-14 Verified Affiliated Managers Group Inc Jr 131655 104232 American Financial Group 160577 137439 American FINL Group Inc 32138 25296 Bank of America Corp Dep 166975 151103 Bank of America Dep Shs 26970 20940 Blackrock Short Maturity Bond 1896220 1862899 Brighthouse Financial 38317 37755 Coffeyville KS 200000 194036 Duke Energy Company 167409 146421 Invesco 476725 411926 JPMorgan Chase & Co 143552 134348 Keycorp New Dep SHS 117886 94273 Morgan Stanley DEP SHS 203338 177634 PNC Finl SVCS Grp Inc 0 0 Reinsurance Group 0 0 US Bancorp DEP SHS 26604 22310 Abbvie Inc 137536 322735 Accenture PLC Ireland Class A New 274992 549957 Aflac Inc 180243 225604 Air Products & Chemicals 313536 343094 Allstate Corp 302516 296150 Alphabet Inc 183935 141168 Amgen Inc 84310 111622 Apple Inc 61572 285716 Arthur J Gallagher & Company 216000 282810 AT & T Inc 299172 211660 Automatic Data Processing 120646 293798 Blackrock Inc 254102 335891 Broadcom 480356 671515 Chevron Corp 237280 381596 Chubb Ltd 197330 324282 Cisco Systems Inc 102648 157688 Coca-Cola Company 126724 159025 Colgate-Palmolive Co 133832 152065 Consolidated Edison Inc 124655 157643 Costco Wholesale Corp 288702 309507 Crown Castle Intl Corp 170863 129943 Cummins Inc 450895 554360 CVS Health Corp 107579 144910 Danaher Corp 100318 333102 Dover Corp Common 150005 308735 Eaton Corp PLC 64852 162757 Elevance Health Inc 279447 305730 EOG Resources Inc 104161 195575 Exxon Mobil Corp 111900 225564 FedEx Corp 0 0 Fiserv Inc 182571 299673 Garmin LTD 142134 116747 Hexcel Corp New 145736 145360 Home Depot Inc 324036 599502 Honeywell International Inc 194469 365382 Houlihan Lokey Inc 94407 139456 Illinois Tool Works Inc 100532 154210 Intel Corp 106367 77704 Intercontinental Exchange Inc 287315 307770 International Business Machine Corp 147765 126097 Johnson & Johnson 379574 553444 JP Morgan chase & Co 239626 350806 Kimberly clark Corp 0 0 Kinder Morgan Inc DE 132802 161816 Lockheed Martin Corp 152157 238380 Medtronic PLC 331189 310725 Merck & Company Inc New 247407 366135 Microsoft Corp 147414 572450 Morgan Stanley 263668 302246 Motorola Solutions Inc 205907 307963 Nextera Energy Inc 135437 324117 Northrop Grumman Corp 157533 261347 Novartis AG 176234 244944 Paychex Inc 248152 437395 Pepsico Incorporated 205899 351384 Pfizer Incorporated 167577 258403 Price T Rowe Group Inc 250112 159664 Progressive Corp OH 230730 311304 Procter & Gamble Co 266582 256894 Raytheon Technologies Corp 281041 366340 Royal Bank Canada Montreal 182448 245392 Southern Company 340032 369475 Starbucks Corp 0 0 Stryker Corp 196461 319059 Texas Instruments Inc 305012 373562 Union Pacific Corp 260213 243514 US Bancorp DE New 0 0 Valero Energy Corp 139751 217311 Verizon Communications Inc 173690 125725 Watsco Inc 77366 67089 WEC Energy Group Inc 111537 164080 Williams Cos Inc Del 129382 155880 Legal Fees 6116 1529 PRIOR PERIOD ADJUSTMENT 22409 INVESTMENT FEES STIFEL 7643 73968 73968 INVESTMENT FEES STIFEL 8185 72567 72567 FOREIGN TAXES 3411 3411 TAXES 30000