2021-05-10T14:43:10-05:00 2020-12-31 351515068 MONROE SHINE & CO INC CPA'S PO BOX 22039 LOUISVILLE KY 402529804 990PF 2020-01-01 200464855 BIRK FOUNDATION C/O F JAMES WALKER BIRK 5029058888 36 S WASHINGTON DR SARASOTA FL 34236 F JAMES WALKER TRUSTEE 5029058888 2021-05-07 1 F JAMES WALKER 999009999 S B SHAW CPA P00075273 5024230311 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 1158511 X X 43 43 14088 14088 198323 1122954 198323 212454 212454 0 0 0 1425 0 0 1892 0 0 1800 0 0 5117 0 0 44000 44000 49117 0 44000 163337 212454 12346 22360 22360 857609 1010932 1136151 869955 1033292 1158511 0 0 X 0 0 0 0 869955 1033292 869955 1033292 869955 1033292 869955 163337 0 1033292 0 1033292 AIR PDTS & CHEMICALS XXX-XX-XXXX P 2020-09-24 2020-11-25 4455 4605 -150 -150 AMCAP A XXX-XX-XXXX P 2020-06-18 2020-09-23 4150 4022 128 128 BLKRCK CAP APRC 09251R107 P 2019-12-06 2020-09-23 42569 34401 8168 8168 CAP INC BLDR XXX-XX-XXXX P 2019-12-23 2020-09-23 1529 1683 -154 -154 COSTCO WHOLESALE CORP 22160K105 P 2020-09-24 2020-12-15 4814 4444 370 370 DANAHER CORP XXX-XX-XXXX P 2020-09-24 2020-11-25 3451 3254 197 197 GOLDMAN SACHS GROUP INC 38141G104 P 2020-09-24 2020-09-29 9053 8953 100 100 HRTFRD DIV GRW XXX-XX-XXXX P 2019-12-11 2020-09-23 4822 5191 -369 -369 INCOME RD OF AMER XXX-XX-XXXX P 2019-12-18 2020-09-23 3270 3497 -227 -227 MCCORMICK & CO INC XXX-XX-XXXX P 2020-09-24 2020-12-15 11402 11792 -390 -390 NIKE INC XXX-XX-XXXX P 2020-09-24 2020-12-15 4439 3973 466 466 SALESFORCE.COM INC 79466L302 P 2020-09-24 2020-12-15 4368 4733 -365 -365 THERMO FISHER SCIENTIFIC XXX-XX-XXXX P 2020-09-24 2020-11-25 5772 5432 340 340 WALMART INC XXX-XX-XXXX P 2020-09-24 2020-12-15 4067 3812 255 255 WASTE MANAGEMENT 94106L109 P 2020-09-24 2020-10-30 3857 3986 -129 -129 AON PLC A G0403H108 P 2020-09-24 2020-10-30 7258 8016 -758 -758 AMCAP A XXX-XX-XXXX P 2020-09-23 90765 71586 19179 19179 BLKRCK CAP APRC 09251R107 P 2020-09-23 165671 137247 28424 28424 CAP INC BLDR XXX-XX-XXXX P 2020-09-23 11110 10535 575 575 HRTFRD DIV GRW XXX-XX-XXXX P 2020-09-23 76040 74719 1321 1321 INCOME RD OF AMER XXX-XX-XXXX P 2020-09-23 19176 17736 1440 1440 AMCAP A XXX-XX-XXXX P 2020-09-23 148351 82919 65432 65432 BLKRCK CAP APRC 09251R107 P 2020-09-23 65686 61427 4259 4259 CAP INC BLDR XXX-XX-XXXX P 2020-09-23 150327 135311 15016 15016 HRTFRD DIV GRW XXX-XX-XXXX P 2020-09-23 91012 63268 27744 27744 INCOME FD OF AMER XXX-XX-XXXX P 2020-09-23 130546 106341 24205 24205 AMCAP A XXX-XX-XXXX P 2020-01-21 10165 9782 383 383 AMCAP A XXX-XX-XXXX P 2020-01-21 14835 13907 928 928 BLKRCK CAP APRC 09251R305 P 2020-01-21 24336 27358 -3022 -3022 BLKRCK CAP APRC 09251R305 P 2020-01-21 664 701 -37 -37 CAPITAL GAINS DIVIDENDS P 4994 4994 4994 198323 2953 0 2953 0 2953 1600 0 0 0 1600 0 1353 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A F JAMES WALKER 5029058888 36 S WASHINGTON DR SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 F JAMES WALKER 36 S WASHINGTON DRIVE SARASOTA FL 34236 TRUSTEE, ADVISOR COMMITTEE 0.00 0 0 0 MERRITT K ALCORN ONE WEST SIXTH STREET MADISON IN 47250 ADVISOR COMMITTEE 0.00 0 0 0 NONE 0 NONE 0 0 1089932 17353 0 1107285 0 0 1107285 16609 1090676 54534 54534 2953 2953 51581 0 51581 0 51581 44000 0 44000 0 44000 51581 0 0 2790 75127 47806 132162 257885 44000 0 0 0 44000 0 7581 7581 250304 0 0 0 0 0 0 0 250304 70336 47806 132162 X FRATERNAL ORDER OF POLICE 128 317 WALNUT ST MADISON IN 47250 NONE EXEMPT TO FUTHER EXEMPT PURPOSE 3000 GIRLS INCORPORATED OF JEFFERSON COUNTY 109 W 3RD ST MADISON IN 47250 NONE EXEMPT TO FURTHER EXEMPT PURPOSE 1500 JEFFERSON COUNTY HOUSE OF HOPE 100 E 2ND ST MADISON IN 47250 NONE EXEMPT TO FURTHER EXEMPT PURPOSE 5000 POPE JOHN XXIII ELEMENTARY SCHOOL 221 W STATE ST MADISON IN 47250 NONE EXEMPT TO FURTHER EXEMPT PURPOSE 24500 JEFFERSON COUNTY UNITED WAY 100 E 2ND ST MADISON IN 472403536 NONE EXEMPT TO FURTHER EXEMPT PURPOSE. 10000 44000 0 18 43 18 14088 18 198323 0 212454 0 212454 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL SERVICES 1425 0 0 INVESTMENTS AT COST 1010932 1136151 DUES, SUPPLIES, SHIPPING, TRAVEL REIMBURSEMENT 1800 0 0 ESTIMATED TAX PAYMENT 1892 0 0