2017-11-14T16:16:10-06:00 2016-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2016-01-01 273597377 VAFA FOUNDATION INC VAFA 3173347744 8349 UNION CHAPEL RD INDIANAPOLIS IN 462402418 ZIA LOGHMANI CHAIR 3173347744 2017-10-31 1 MARK A FLINCHUM P00004265 3175802000 2017-10-31 64.132.79.19 2017-10-31 15:29:46 ED P FD10605310C184B29631CF58EFC62B1E81E5A5FF FD10605310C184B29631CF58EFC62B1E81E5A5FF 2016 2018-03-14 21:41:22Z X 156099 X 1995 X 1 1 1631 1631 3414 304763 3414 7041 5046 0 0 0 1995 0 0 4 4 0 492 492 0 2491 496 0 9000 9000 11491 496 9000 -4450 4550 5965 10749 10749 149194 140033 145350 155159 150782 156099 0 0 X 155159 150782 155159 150782 155159 150782 155159 -4450 73 150782 0 150782 AQR MANAGED FUTURES FUND P 2016-03-07 2016-05-02 2570 2600 -30 -30 BLACKROCK STRATEGIC INCOME P 2015-09-08 2016-01-21 5034 5200 -166 -166 FMI LARGE CAP FUND P 2016-03-07 2016-05-02 8521 8100 421 421 AQR MANAGED FUTURES FUND P 2013-09-11 2016-05-02 9832 9880 -48 -48 DODGE & COX INCOME P 2014-09-29 2016-03-08 25400 26302 -902 -902 FMI LARGE CAP FUND P 2013-01-15 2016-05-02 24545 22888 1657 1657 CAUSEWAY INTL VALUE FD P 2016-01-01 2016-06-13 11103 12636 -1533 -1533 DODGE & COX INCOME P 2016-01-21 2016-06-13 5097 5019 78 78 FRANKLIN INCOME FUND P 2016-06-13 2016-06-24 45789 45540 249 249 JPMORGAN INCM BUILDER FD P 2016-06-13 2016-06-24 45623 45540 83 83 PRUDENTIAL INCOME BUILDER P 2016-06-13 2016-06-24 26504 26576 -72 -72 RS INVT TR GLBL NAT RES FD P 2016-01-01 2016-06-13 6242 7418 -1176 -1176 WILLIAM BLAIR MACRO ALLOC P 2016-04-01 2016-06-13 12213 12300 -87 -87 CAUSEWAY INTL VALUE FD P 2014-04-01 2016-06-13 22903 26064 -3161 -3161 DODGE & COX INCOME P 2014-09-01 2016-06-13 6155 6061 94 94 RS INVT TR GLBL NAT RES FD P 2013-01-01 2016-06-13 8736 10382 -1646 -1646 VANGUARD 500 INDEX FD P 2014-04-30 2016-06-13 10210 9216 994 994 VANGUARD TOT STK MKT INDX P 2013-01-01 2016-06-13 26748 19627 7121 7121 CAPITAL GAINS DIVIDENDS P 1538 1538 1538 3414 0 6981 153300 0.045538 4914 157151 0.031269 4969 151601 0.032777 0 6156 0.000000 0.109584 0.027396 152502 4178 46 4224 9000 X 46 0 46 0 46 64 64 18 18 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A ZIA LOGHMANI 3173347744 8349 UNION CHAPEL ROAD INDIANAPOLIS IN 46240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 ZIA LOGHMANI 8349 UNION CHAPEL ROAD INDIANAPOLIS IN 46240 CHAIR 1.00 0 0 0 MARY T LOGHMANI 8349 UNION CHAPEL ROAD INDIANAPOLIS IN 46240 SECRETARY 1.00 0 0 0 SARAH B TABESH 8349 UNION CHAPEL ROAD INDIANAPOLIS IN 46240 TREASURER 1.00 0 0 0 NATHAN T LOGHMANI 8349 UNION CHAPEL ROAD INDIANAPOLIS IN 46240 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 142354 12470 0 154824 0 0 154824 2322 152502 7625 7625 46 46 7579 0 7579 0 7579 9000 0 9000 46 8954 7579 6275 0 0 9000 6275 0 0 2725 0 0 0 0 0 0 0 0 4854 0 0 0 ZIA LOGHMANI VAFA FOUNDATION INC 8349 UNION CHAPEL ROAD INDIANAPOLIS IN 46240 3173347744 THE FOUNDATION HAS NOT YET DEVELOPED APPLICATIONS FOR SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS. IN THE FUTURE, HOWEVER, THE FOUNDATION MAY USE APPLICATIONS THAT INCLUDE SOME OR ALL OF THE FOLLOWING: A TRANSCRIPT OF PRIOR ACADEMIC, MUSICAL, LITERARY, AND/OR OTHER ACHIEVEMENTS, DEPENDING ON THE TYPE OF SCHOLARSHIP OR OTHER EDUCATIONAL GRANT TO BE AWARDED. A REPORT OF PERFORMANCE ON TESTS DESIGNED TO MEASURE ABILITY AND APTITUDE. A DESCRIPTION OF FINANCIAL NEED. AN ESSAY WRITTEN BY THE APPLICANT DESCRIBING THE APPLICANT'S INTERESTS AND ASPIRATIONS. A DESCRIPTION OF PAST INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. A LIST OF HONORS AND RECOGNITIONS. WRITTEN RECOMMENDATIONS BY INDIVIDUALS NOT RELATED TO THE APPLICANT. THE NAMES OF THE EDUCATIONAL INSTITUTIONS TO WHICH THE APPLICANT INTENDS TO APPLY. ONGOING WITH RESPECT TO SCHOLARSHIPS AWARDED FOR REGULAR STUDY AT AN EDUCATIONAL INSTITUTION, EACH SUCH SCHOLARSHIP GENERALLY WILL CONTINUE FOR THE DESIGNATED TERM OF THE SCHOLARSHIP DURING THE RECIPIENT'S COURSE OF STUDY AT SUCH INSTITUTION, SO LONG AS THE RECIPIENT MAINTAINS SATISFACTORY PROGRESS TOWARD COMPLETION OF HIS OR HER COURSE OF STUDY AND OTHERWISE CONFORMS TO THE TERMS AND CONDITIONS OF THIS PROCEDURE. WITH RESPECT TO SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS USED TO ACHIEVE A SPECIFIC; OBJECTIVE OR TO ENHANCE RECIPIENTS' CAPACITIES OR SKILLS, THE FOUNDATION WILL USE THE SUPERVISION PROCEDURES DESCRIBED BELOW TO ENSURE THAT RECIPIENTS USE SUCH SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS ONLY FOR THE PURPOSE OF DEVELOPING FULLY AND PRODUCTIVELY THEIR EXCEPTIONAL TALENTS. MERIDIAN HEALTH FOUNDATION PO BOX 1273 SAN MATEO CA 94401 PF CONTRIBUTION TO THE GENERAL OPERATING FUND FOR THE PURPOSE OF SCHOLARSHIP. 9000 9000 0 14 1 14 1631 18 3414 0 5046 0 5046 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1995 0 0 MERIDIAN HEALTH FOUNDATION PO BOX 1273 SAN MATEO CA 94401 2016-08-31 9000 SCHOLARSHIPS FOR STUDENTS: THE MERIDIAN HEALTH FOUNDATION PROMOTES HEALING, IN BOTH THE INDIVIDUAL AND THE ENVIROMENT, THROUGH EDUCATION, THE DELIVERY OF PREVENTATIVE AND SUPPORTIVE HEALTH SERVICES AND THE ARTS. THEIR PROGRAMS ENCOURAGE EDUCATION IN BOTH THE ACADEMIC AND SPIRITUAL DEVELOPMENT OF NEIGHBORHOOD COMMUNITIES USING TUTORING, TECHNOLOGY AND THE ARTS, TO ADVANCE THEIR CAPACITY. THE DECISION TO CONTRIBUTE WAS BASED ON THE FINANCIAL REPORT PROVIDED TO VAFA FOUNDATION, AND BY DECISION OF THE BOARD OF DIRECTORS. NO AMOUNTS CONTRIBUTED TO MERIDIAN HEALTH FOUNDATION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE. 9000 12/31/16 AQR MANAGED FUTURES FUND 0 0 FMI LARGE CAP FUND 0 0 RS GLOBAL NATURAL RESOURCES FUND 0 0 VANGUARD TOTAL STOCK 0 0 CAUSEWAY INTERNATIONAL VALUE 0 0 DODGE & COX INCOME 0 0 VANGUARD 500 INDEX ADMIRAL 0 0 WILLIAM BLAIR MACRO ALLOCATION FUND 0 0 BLACKROCK STRAGETIC INCOME 0 0 FRANKLIN GROWTH FUND CL C 13234 13796 FRANKLIN MUT GLBL DSCV FD CL C 13356 14361 FRANKLIN RISING DIVIDENDS FD C 13047 13478 JPMORGAN EQUITY INCOME FUND C 23520 25565 JPMORGAN GROWTH ADVANTAGE FD C 22719 24054 PRUDENTIAL CORE BOND FUND CL C 13388 12900 PRUDENTIAL INCOME BUILDER CL C 19267 19570 PRUDENTIAL TOTAL RETURN BOND C 13517 12931 TEMPLETON GLOBAL SMALLER COS C 7985 8695 BROKERAGE FEES 492 492 0 COST BASIS ADJUSTMENT 23 NON-DIVIDEND DISTRIBUTIONS 50 FOREIGN TAXES 4 4 0