2020-05-15T14:32:09-05:00 2019-12-31 351679361 LEONARD J ANDORFER & CO LLP 110 W BERRY STREET STE 2202 FORT WAYNE IN 468022311 990PF 2019-01-01 205063209 AVIS FOUNDATION INC AVIS 7659988139 PO BOX 218 UPLAND IN 469890218 MARTHA SONGER EXECUTIVE DIRECTOR 7659988135 2020-05-06 true CYNTHIA M WIRTNER CPA P00017581 2604239405 2020-05-06 184.17.158.86 2020-05-06 10:15:37 P B4BE319B5654FCFC8DD2A91073DBBAC707CEFC9E B4BE319B5654FCFC8DD2A91073DBBAC707CEFC9E 2019 2021-01-29 14:40:06Z X 21195477 X 332170 14830 14830 14830 398526 398526 398526 3690884 13784249 18513 24564 24564 24564 4460974 456433 437920 5500 5500 1025 1025 11151 11151 11151 102717 102407 102407 310 120393 113558 113558 6835 825000 825000 945393 113558 113558 831835 3515581 342875 324362 2214582 71983 71983 3576616 3577273 13187298 3794817 5220086 1858510 1867928 415219 10031650 10459103 -896 -896 15817099 19332680 21195477 0 X 15817099 19332680 15817099 19332680 15817099 19332680 15817099 3515581 19332680 19332680 18513 false 16011 1456268 0.010995 44011 161327 0.272806 95086 147452 0.644861 41129 163520 0.251523 62911 153953 0.408638 1.588823 0.317765 19821008 6298423 3429 6301852 831835 6858 6858 6858 X 260 7118 false false false false false false false true true IN true false true false false true AVISFOUNDATIONINC.ORG SALLY BRINER 7659988139 PO BOX 218 UPLAND IN 469890218 false false false false false false false false false false false false false false false false false false false false ANGELA DARLINGTON PO BOX 218 UPLAND IN 469890218 PRESIDENT/DI 1.00 1500 0 0 SALLY BRINER PO BOX 218 UPLAND IN 469890218 TREASURER 2.00 500 0 0 MARTHA SONGER PO BOX 218 UPLAND IN 469890218 EXECUTIVE DI 40.00 0 0 0 NORMA KORPORAL POBOX 218 UPLAND IN 469890218 SECRETARY 0.50 500 0 0 MARYLOU HABECKER PO BOX 218 UPLAND IN 469890218 VICE PRESIDE 0.50 1500 0 0 DR SUSAN WILCZYNSKI PO BOX 218 UPLAND IN 469890218 DIRECTOR 0.50 1500 0 0 NONE NONE N/A 18492117 1630734 0 20122851 20122851 301843 19821008 991050 991050 6858 6858 984192 984192 984192 831835 831835 831835 984192 3420 32953 87713 35945 160031 831835 831835 152357 152357 7674 0 7674 7674 X MARTHA SONGER 1909 S MAIN STREET UPLAND IN 46989 7659988100 COMPLETE LETTER OF INQUIRY BY MARCH 1 IN ANY CALENDAR YEAR. IT THE LOI IS APPROVED, GRANT SEEKERS WILL BE REQUIRED TO SUBMIT A FULL GRANT PROPOSAL FOLLOWING PUBLISHED GRANT GUIDELINES AVAILABLE ON THE WEBSITE BY JULY 30 OF THAT SAME CALENDAR YEAR. ALL GRANT APLICANTS ARE REQUESTED TO SUBMIT A LETTER OF INQUIRY (LOI) PRIOR TO MARCH 1 IN ANY CALEND THE MISSION OF AVIS FOUNDATION, INC. IS TO MAKE IMPACTFUL GIFTS TO ORGANIZATIONS DEVOTED TO IMPROVING QUALITY OF LIFE IN COMMUNITIES THROUGH THEIR COMMITMENT TO THE ARTS, EDUCATION, ENTREPRENEURSHIP AND AUTISM. ANDERSON UNIVERSITY 1100 E 5TH ST ANDERSON IN 46012 NONE PUBLIC BAHAMIAN SCHOLARSHIPS 90000 BALL STATE UNIVERSITY FOUNDATION 2000 W UNIVERSITY AVE MUNCIE IN 47306 NONE PUBLIC AUTISM CAMP 95000 BALL STATE UNIVERSITY FOUNDATION 2000 W UNIVERSITY AVE MUNCIE IN 47306 NONE PUBLIC AUTISM CAMP 250000 EITELJORG MUSEUM 500 W WASHINGTON ST INDIANAPOLIS IN 46204 NONE PUBLIC SPECIAL EVENT SUPPORT 250000 TAYLOR UNIVERSITY 236 W READE AVE UPLAND IN 46989 NONE PUBLIC BAHAMIAN SCHOLARSHIPS 140000 825000 14 14830 14 398526 14 24564 14 18513 3672371 456433 3672371 4128804 false false false false false false false false false true BOREN FOUNDATION INC 501 (C) (3) COMMON DIRECTORS OR OFFICERS LELALO FOUNDATION INC 501 (C) (3) COMMON DIRECTORS OR OFFICERS X X 1 LELAND BOREN IRA BENEFICIARY PO BOX 218 UPLAND IN 469890218 332170 X ACCOUNTING FEES 1025 1025 BARCLAYS BANK PLC 2019-05 PURCHASE 2019-12 250000 250000 BRANDES EMERGING MKTS PURCHASE 2019-06 87202 78511 8691 BRANDES EMERGING MKTS 2019-03 PURCHASE 2019-06 296 285 11 BRISTOL MYERS SQUIBB PURCHASE 2019-05 221645 251063 -29418 BRISTOL MYERS SQUIBB 2019-11 PURCHASE 2019-12 1338 1076 262 CIGNA CORP PURCHASE 2019-06 7398 8926 -1528 CELEGEN CORP MERGER PURCHASE 2019-11 50876 29994 20882 COMCAST CORP 2019-07 PURCHASE 2019-11 101353 101031 322 XTRACKERS MSCI PURCHASE 2019-06 31383 27133 4250 EXXON MOBIL PURCHASE 2019-05 91211 82237 8974 INGREDION INC PURCHASE 2019-05 25254 27420 -2166 JPMORGAN CHASE PURCHASE 2019-07 2198514 1930436 268078 OLD NATL BANCOR PURCHASE 2019-06 115368 107199 8169 PHILLIPS 66 PURCHASE 2019-05 41183 41352 -169 REGAL BELOIT CORP PURCHASE 2019-06 229828 203145 26683 ENERGY SELECT SECTOR PURCHASE 2019-05 18322 16689 1633 SIFCO INDUSTRIES PURCHASE 2019-06 2975 3450 -475 STEEL DYNAMICS PURCHASE 2019-06 105969 120160 -14191 TIFFANY & CO NEW COMMON PURCHASE 2019-06 184621 161020 23601 US TSY NOTE 2019-06 PURCHASE 2019-09 200000 200000 WESTROCK CO PURCHASE 2019-06 146 151 -5 WODWARD INC PURCHASE 2019-07 9800854 6452087 3348767 SHELL INTERNATL FIN 75118 75044 ABBVIE INC 100002 100150 AMERICAN EXPRESS CRD 149976 150182 BK OF MONTREAL 100052 100117 VMWARE INC 74929 75106 AMER HONDA FIN 100202 100353 BK OF AMER 150171 150860 CISCO SYSTEMS 149859 150878 CITIGROUP 150346 151409 WALMART INC 152163 153207 ORACLE CORP 99531 100210 BK OF NY MELLON 152743 154116 MCDONALDS CORP 150894 152160 MERCK 100795 100999 PEPSICO 151729 153137 ALPHABET INC 33439 42860 AMAZON 42055 51740 AMERICAN TOWER 38598 56076 APPLE 64043 119222 AT & T 33820 46310 BRISTOL MYERS SQUIBB 26161 30041 CELGENE CHEVRON 39382 43625 CIGNA CISCO SYSTEMS 42073 46569 COCA COLA 25853 30221 COMCAST 38136 50366 CSX CORP 53245 62013 EXXON MOBIL FEDEX 23070 21623 FIFTH THIRD BANCORP 23530 30740 FIRST ENERGY 22192 28723 INGREDION INC INTEL 39656 50573 INTERCONTINENTAL EXCHANGE 13559 16659 JPMORGAN CHASE 634530 906100 ELI LILLY 130764 148516 MEDTRONIC 43843 54683 MERCK 33544 39927 MICROSOFT 58707 91151 OLD NATONAL BANCORP 308000 365800 PEPSICO 31266 38678 PHIILLIPS 66 REGAL BELOIT 245175 299635 REGIONS FINANCIAL 21635 27748 SCHLUMBERGER 11401 12703 SIFCO INDUSTRIES SMURFIT STONE CONTAINER - BANKRUPTCY SOUTHWEST AIRLINES 235282 273247 STEEL DYNAMICS THERMO FISHER SCIENTIFIC 36030 52304 TIFFANY 161020 267300 TJX 28097 38346 TRAVELERS COS INC 19160 21912 UNITED PARCEL SERVICE 9753 11706 UNITED TECHNOLOGIES 22680 31899 WALT DISNEY 38158 50331 WELLS FARGO 181002 211326 WESTROCK WOODWARD 899355 1433835 YUM CHINA 9757 13971 YUM BRANDS 26749 29312 ZIMMER BIOMET 50097 72295 3576616 3577273 BLACKROCK STRATEGIC INC OP AT COST 405177 406813 BLACKSTONE REIT AT COST 1003954 1008827 BRADDOCK MULTI-STRATEGY AT COST 357724 360020 CAMBIAR INTERNATL EQUITY AT COST 1543673 1593349 CITGROUP GLOBAL MKTS AT COST 250000 250250 COLUMBIA MORTAGE OPP AT COST 358754 356103 CAUSEWAY EMERGING MKTS AT COST 638384 671991 DFA EMERGING MKTS AT COST 103032 105615 DFA INTERNATL SMALL CO AT COST 417187 439503 DFA US MICRO CAP AT COST 256326 267712 ENERGY SELECT EFT AT COST GS FINANCIAL AT COST 250000 255000 ISHARES J MORGAN USD EMERGIN AT COST 456792 465686 ISHARES MSCI EAFE AT COST 157151 173600 ISHARES CORE MSCI EAFE AT COST 1500586 1588594 ISHARES CORE MSCI EMERGING AT COST 720078 752640 JPMORGAN CHASE FINANCIAL AT COST 250000 255500 ROYAL BANK OF CANADA AT COST 250000 246000 TEMPLETON GLOBAL SMALLER CO AT COST 156544 189857 VANGUARD SMALL CAP AT COST 340310 372690 VANGUARD MIDCAP GROWTH AT COST 191504 254048 VANGUARD INFO TECHNOLOGY AT COST 44544 65375 VANGUARD ULTRA SHORT AT COST 379930 379930 XTRACKERS MSCI EUROPE AT COST TIMING DIFFERENCES -896 -896 EXPENSES BANK FEES 56 56 UBS FEES 103072 103072 103072 UBS FEES REFUNDED -665 -665 -665 STATIONERY 22 22 MEETINGS 232 232 UBS - 3163 24564 24564 24564 LELAND BOREN IRA PO BOX 218 UPLAND IN 469890183 FOREIGN TAX - UBS 3163 11151 11151 11151