2018-01-09T13:03:00-06:00 2017-09-30 351515068 Monroe Shine & Co Inc CPA's PO Box 1407 New Albany IN 471511407 990PF 2016-10-01 352126479 Mobel Foundation Inc MOBE 8123671214 2130 Industrial Park Road Ferdinand IN 47532 PAUL RUHE OFFICER 8123671214 2017-12-07 1 Phillip D Beaman CPA P00815487 8129452311 74.143.169.226 2017-12-07 17:49:31 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FFB2A85598DA524C6BE2E7CCBA97FC8C4F6A2BA8 2016 2021-01-29 14:40:06Z X 1506849 X 0 X 39214 39214 91445 573767 91445 387 0 131046 130659 0 0 0 383 383 0 16889 16889 0 17272 17272 0 68000 68000 85272 17272 68000 45774 113387 32174 34225 34225 1243309 1287032 1472624 1275483 1321257 1506849 0 0 X 0 0 0 0 1275483 1321257 1275483 1321257 1275483 1321257 1275483 45774 0 1321257 0 1321257 JPMORGAN INTREPID VALUE SELECT CL - JPIVX 2012-06-29 2017-07-25 262983 198150 64833 64833 PUTNAM SMALL CAP VALUE CL Y - PYSVX 2013-07-05 2017-05-12 56958 43216 13742 13742 NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX 2015-10-22 2017-05-12 53460 52983 477 477 AQR MANAGED FUTURES STRATEGY CL I - AQMIX 2015-10-22 2017-05-12 45379 55038 -9659 -9659 HARDING LOEVNER EMERGING MARKETS ADVISOR CL - HLEMX 2015-11-18 2017-09-14 23785 17473 6312 6312 HARBOR CAP APPREC INSTL CL - HACAX 2012-06-29 2017-09-13 22174 18061 4113 4113 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2010-10-08 2017-02-17 20454 16404 4050 4050 JPMORGAN INTREPID VALUE SELECT CL - JPIVX 2014-08-11 2017-03-20 15303 15753 -450 -450 CAUSEWAY INTL VALUE INSTL CL - CIVIX 2015-11-18 2017-09-14 15057 13323 1734 1734 CLEARBRIDGE LARGE CAP GROWTH CL I - SBLYX 2016-04-19 2017-09-13 12317 10219 2098 2098 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2012-03-16 2017-02-17 11631 9464 2167 2167 JOHN HANCOCK DISCIPLINED VALUE CL I - JVLIX 2017-07-25 2017-09-15 7690 7625 65 65 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2014-08-11 2017-02-17 3548 3548 0 0 PUTNAM SMALL CAP VALUE CL Y - PYSVX 2014-08-11 2017-05-12 3222 2788 434 434 AQR MANAGED FUTURES STRATEGY CL I - AQMIX 2015-12-22 2017-05-12 3037 3432 -395 -395 PUTNAM SMALL CAP VALUE CL Y - PYSVX 2014-12-09 2017-05-12 3000 2530 470 470 NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX 2016-04-08 2017-05-12 1770 1588 182 182 NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX 2016-03-18 2017-05-12 1661 1527 134 134 JPMORGAN INTREPID VALUE SELECT CL - JPIVX 2017-06-29 2017-07-25 1593 1200 393 393 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2016-12-19 2017-02-17 1528 1474 54 54 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2012-12-18 2017-02-17 1214 1053 161 161 NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX 2015-12-24 2017-05-12 1089 1050 39 39 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2014-12-17 2017-02-17 843 828 15 15 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2015-12-17 2017-02-17 841 828 13 13 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2013-12-17 2017-02-17 713 626 87 87 PUTNAM SMALL CAP VALUE CL Y - PYSVX 2013-12-10 2017-05-12 711 594 117 117 PUTNAM SMALL CAP VALUE CL Y - PYSVX 2016-12-09 2017-05-12 540 530 10 10 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2010-12-20 2017-02-17 457 351 106 106 MORGAN STANLEY INSTL GLOBAL REAL ESTATE CL I - MRLAX 2011-12-19 2017-02-17 446 307 139 139 NATIXIS VAUGHN NELSON VALUE OPPTY CL Y - VNVYX 2016-12-23 2017-05-12 355 350 5 5 AQR MANAGED FUTURES STRATEGY CL I - AQMIX 2016-12-21 2017-05-12 8 9 -1 -1 91445 0 74717 1358583 0.054996 60210 1490640 0.040392 54000 1230770 0.043875 41000 1048613 0.039099 31500 821163 0.038360 0.216722 0.043344 1443691 62575 1134 63709 68000 X 1134 0 1134 0 1134 1200 1200 66 66 0 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 0 0 0 0 1 N/A Paul A Ruhe 8123671214 2130 Industrial Park Rd FERDINAND IN 47532 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Frank J Lamkin 2130 INDUSTRIAL PARK ROAD Ferdinand IN 47532 Director 0.00 0 0 0 Phillip A Ruhe 2130 INDUSTRIAL PARK ROAD Ferdinand IN 47532 Director 0.00 0 0 0 Francis J Schipp 2130 INDUSTRIAL PARK ROAD Ferdinand IN 47532 Director 0.00 0 0 0 Stanley J ruhe 2130 INDUSTRIAL PARK ROAD Ferdinand IN 47532 Director 0.00 0 0 0 Paul A Ruhe 2130 INDUSTRIAL PARK ROAD Ferdinand IN 47532 Director 0.00 0 0 0 Kenneth J Lamkin 2130 INDUSTRIAL PARK ROAD Ferdinand IN 47532 Director 0.00 0 0 0 NONE 0 NONE 0 0 1438026 27650 0 1465676 0 0 1465676 21985 1443691 72185 72185 1134 1134 71051 0 71051 0 71051 68000 0 68000 1134 66866 71051 61354 0 0 68000 61354 0 0 6646 0 0 0 0 0 0 0 0 64405 0 0 0 X board of directors mobel foundation 2130 Industrial Park Road Ferdinand IN 47532 8123671214 N/A no specific form required. purpose and amount of contribution requested. none applicant must be a 501(c)(3) charitable organization located within dubois county, indiana, or the southwestern indiana area. ST VINCENT DEPAUL SOCIETY 706 E LEWIS CLARK PKWY CLARKSVILLE IN 47129 NONE OTHER PUBLIC CHARITY GENERAL 2500 SOUTHEAST DUBOIS ENDOWMENT FUND 432 E 15TH STREET FERDINAND IN 47532 NONE OTHER PUBLIC CHARITY GENERAL 60500 DUBOIS COUNTY LEADERSHIP ACADEMY 2065 MAIN STREET FERDINAND IN 47532 NONE OTHER PUBLIC CHARITY GENERAL 3000 Vincennes University Foundation 313 W 9th st Ferdinand IN 47532 None oTHER PUBLIC CHARITY general 2000 68000 0 39214 91445 OTHER INCOME 387 0 0 131046 131046 4 the income produced is used to provide funds for charitable donations made to select 501(c)(3) organizations. 8 the income produced is used to provide funds for charitable donations made to select 501(c)(3) organizations. 11 the income produced is used to provide funds for charitable donations made to select 501(c)(3) organizations. 0 0 0 0 0 0 0 0 0 0 BROKERAGE ACCOUNT 1287032 1472624 investment advisory fees 16889 16889 0 OTHER INCOME 387 387 EXCISE TAX 383 383 0