2022-11-10T23:17:32-05:00 2021-12-31 274374744 Fiduciary Tax Services LLC 400 S Walnut Street Ste 200 Muncie IN 47305 990PF 2021-01-01 205260732 ROBET FOUNDATION INC ROBE 400 S WALNUT STREET MUNCIE IN 47305 JAMES P BORGMANN SECRETARY 7652883651 2022-11-10 false JAMES BORGMANN XXX-XX-XXXX Tracy O Osborne P00054497 7652883651 2022-11-10 0 00 AAL2 IAL1 2021 2022-09-23 18:48:47Z X 5239795 X X 50 50 105512 105512 354416 416029 354416 600 460578 459978 17866 13400 4466 17866 13400 4466 228000 228000 245866 13400 232466 214712 446578 0 80264 231589 231589 2051617 1990004 3681182 1159174 1284174 1327024 3291055 3505767 5239795 0 0 X 3291055 3505767 3291055 3505767 3291055 3505767 3291055 214712 3505767 3505767 CAPITAL GAIN DISTRIBUTIONS P 124959 124959 124959 VARIOUS LONGTERM SALES SEE ATTACHED P 291070 61613 229457 229457 354416 6207 0 6207 0 6207 3157 3400 6557 350 350 false false false false false false false true true IN true false false false false true JAMES P BORGMANN 7652883651 400 S WALNUT STREET MUNCIE IN 47305 false false false false false false false false false false false false false false false false false false false false false LAUREN CONNER 3373 E OVERBY RD LAKE LEELANAU MI 49653 PRESIDENT 0.50 0 0 0 JAMES P BORGMANN 400 S WALNUT STREET STE 200 MUNCIE IN 47305 SECRETARY 0.50 0 0 0 BRAD LATOUR 315 W ADAMS STREET MUNCIE IN 47305 TREASURER 0.50 0 0 0 NONE 0 NONE 18 GRANTS WERE MADE IN 2021 EACH RECIPIENT ORGANIZATION CARRIES OUT A MISSION WHICH IMPROVES THE QUALITY OF LIFE FOR PEOPLE DOMESTICALLY ANDOR ABROAD 228000 5016673 196135 0 5212808 0 5212808 78192 5134616 256731 256731 6207 6207 250524 250524 250524 232466 232466 250524 95728 232466 95728 136738 113786 NONE NONE X RIDHWAN FOUNDATION 2075 EUNICE ST BERKELEY CA 94709 NONE PC GENERAL PURPOSE 150000 PLANNED PARENTHOOD OF NORTHERN MICH 1135 E EIGHTH ST TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 7000 WOMENS RESOURCE CENTER 423 PORTER ST PETOSKEY MI 49770 NONE PC GENERAL PURPOSE 6000 LEELANAU CHILDRENS CENTER 111 5TH ST LELAND MI 49654 NONE PC GENERAL PURPOSE 6000 INTERLOCHEN CENTER FOR THE ARTS 4000 J MADDY PKWY INTERLOCHEN MI 49643 NONE PC DANCE SCHOLARSHIP 3000 GOODWILL INN 2943 N KEYSTONE RD TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 10000 WINGS OF WONDER 13035 S GREENWAY TRAIL EMPIRE MI 49630 NONE PC GENERAL PURPOSE 3000 LEENANAU CHRISTIAN NEIGHBORS 7322 E DUCK LAKE RD LAKE LEELANAU MI 49653 NONE PC GENERAL PURPOSE 4000 GUEST HOUSE 1601 JOSLYN ROAD LAKE ORION MI 48360 NONE PC GENERAL PURPOSE 10000 MICHAELS PLACE 1212 VETERANS DR TRAVERSE CITY MI 49684 NONE PC GENERAL PURPOSE 3000 TRAVERSE HEALTH CLINIC 1719 S GARFIELD AVENUE TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 4000 SAFE HARBOR OF GRAND TRAVERSE 517 WELLINGTON ST TRAVERSE CITY MI 49686 NONE PC GENERAL PURPOSE 4000 INLAND SEAS 100 DAME ST SUTTONS BAY MI 49682 NONE PC GENERAL PURPOSE 2000 THE TRAVERSE CITY DANCE PROJECT 4178 BARNES ROAD TRAVERSE CITY MI 49684 NONE PC SCHOLARSHIP LOTTODANCE 3000 UP NORTH PRIDE PO BOX 133 TRAVERSE CITY MI 49685 NONE PC GENERAL PURPOSE 3000 LELAND PUBLIC SCHOOL 200 N GRAND AVE LELAND MI 49654 NONE PC BOYTON SCHOLARSHIIN MEMORY OF TOBY BOYTON-FISHER 3000 THE FRIENDSHIP COMMUNITY CENTER 501 BROADWAY STREET SUTTONS BAY MI 49682 NONE PC LIFT 4000 LELAND UNITED METHODIST CHURCH 106 4TH ST LELAND MI 49654 NONE PC 5LOAVES2FISH 3000 228000 0 14 50 14 105512 18 354416 459978 459978 false false false false false false false false false false CORPORATE BOND FUNDS 1284174 1327024 COMMON STOCK AND EQUITY FUNDS 1990004 3681182 2018 EXCISE TAX REFUND 600 0 0 TRUSTEE FEES 17866 13400 0 4466