2026-02-11T13:33:35-06:00 2025-09-30 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990PF 2024-10-01 351557058 BOREN FOUNDATION INC BORE 7659988139 1909 SOUTH MAIN STREET UPLAND IN 46989 SALLY BRINER EXECUTIVE DIRECTOR 7659988139 2026-02-11 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2026-02-10 2024 2025-03-06 01:10:19Z X 44521638 X X 1295251 1295251 5674444 8965018 5674444 6969695 6969695 28000 2800 25200 52115 5216 46899 5975 0 5975 102757 100758 1999 15 0 15 132163 399 3609 412 0 412 4158 0 4158 325595 109173 88267 1672600 1672600 1998195 109173 1760867 4971500 6860522 97892 47425 47425 18988681 20257047 20257047 0 7651646 7651646 0 16565520 16565520 3164 0 0 19089737 44521638 44521638 260312 771731 260312 771731 X 0 0 0 0 18829425 43749907 18829425 43749907 19089737 44521638 18829425 4971500 19948982 43749907 0 43749907 PUBLICLY TRADED SECURITIES 8958356 3290574 5667782 5667782 CAPITAL GAINS DIVIDENDS P 6662 6662 6662 5674444 95361 0 95361 0 95361 72700 0 0 0 72700 0 22661 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A TRACEE MCCAMMON 7659988139 1909 S MAIN STREET UPLAND IN 46989 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SALLY J BRINER 1909 S MAIN STREET UPLAND IN 46989 EXECUTIVE DIRECTOR 30.00 52115 0 0 JAY M ROSS 1909 S MAIN STREET UPLAND IN 46989 PRESIDENT/DIRECTOR 1.00 3000 0 0 LAEL E BOREN 1909 S MAIN STREET UPLAND IN 46989 VICE PRESIDENT 1.00 3000 0 0 TRACEE MCCAMMON 1909 S MAIN STREET UPLAND IN 46989 TREASURER 3.00 2750 0 0 JAMES LUTTRULL 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR 1.00 3000 0 0 POLLY BOREN 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR 1.00 0 0 0 BETH HENRICKS 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR 1.00 3000 0 0 KARAN MEYERS 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR 1.00 3000 0 0 LUKAS BOREN 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR 1.00 3000 0 0 LORI HOWARD 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR 1.00 3000 0 0 MARTHA SONGER 1909 S MAIN STREET UPLAND IN 46989 DIRECTOR THRU 04/2025 1.00 1500 0 0 AMY HICKS 1909 S MAIN STREET UPLAND IN 46989 SECRETARY 1.00 2750 0 0 NONE 0 UBS FINANCIAL SERVICES INC 4600 S ULSTER ST STE 700 DENVER CO 802372894 INVESTMENT SERVICES 100758 0 0 40488733 403162 0 40891895 0 0 40891895 613378 40278517 2013926 2013926 95361 95361 1918565 0 1918565 0 1918565 1760867 0 1760867 1918565 1566352 0 0 1760867 1566352 0 0 194515 0 0 0 0 0 0 0 0 1724050 0 0 0 SALLY BRINER 1909 S MAIN STREET UPLAND IN 46989 7659988139 TYPED REQUEST DETAILING THE INTENDED USE OF THE FUNDS REQUESTED. DEADLINE FOR SUBMISSIONS ARE MARCH 31 AND AUGUST 31. PRIMARILY EDUCATIONAL PURSUITS IN CENTRAL INDIANA. AGAPE THERAPEUTIC RIDING RESOURCES INC 24970 MT PLEASANT RD CICERO IN 46037 N/A PC UTV AND EQUINE-ASSISTED PROGRAM 21000 ASCENSION ST VINCENT FOUNDATION 250 W 96TH ST SUITE 470 INDIANAPOLIS IN 46260 N/A PC SUPPORT THE SCHOOL PROGRAM AT PEYTON MANNING CHILDREN'S HOSPITAL 10000 ASCENT 121 PO BOX 1143 CARMEL IN 46082 N/A PC PROVIDE TRAFFICKING SURVIVOR SUPPORT GROUPS 20000 BOYS AND GIRLS CLUB OF NORTHEAST INDIANA 3402 S MERIDIAN ST MARION IN 46953 N/A PC TO PROVIDE EDUCATIONAL PROGRAMMING 30000 BRIDGE OF GRACE INC 909 ELMROW DR FORT WAYNE IN 46806 N/A PC TO SUPPORT THE SUMMER CLUBHOUSE PROGRAM 15000 CANCER SERVICES OF GRANT COUNTY INC 305 S NORTON ST MARION IN 46952 N/A PC FOR THEIR CANCER ASSISTANCE PROGRAM 10000 CAREY SERVICES INC 2724 S CAREY ST MARION IN 46953 N/A PC AFTER-SCHOOL PROGRAMMING 18000 CHANGEMAKER COLLECTIVE INC 1331 W 35TH ST MARION IN 46953 N/A PC FINANCIAL ASSISTANCE TO THOSE SEEKING THERAPY 19000 CIRCLES OF GRANT COUNTY 1240 S ADAMS ST MARION IN 46953 N/A PC TO PROVIDE MEALS AND PROGRAMMING FOR FAMILIES 15000 COMMUNITY FOUNDATION OF GRANT COUNTY 505 W THIRD ST MARION IN 46952 N/A PC TO SUPPORT THE ACADEMY PROGRAM WITH LAPTOPS 27600 DESTINY RESCUE USA 10339 DAWSONS CREEK BLVD SUITE C FORT WAYNE IN 46825 N/A PC TO ENROLL SURVIVORS IN THE FREEDOM PLAN PROGRAM 25000 DISTINGUISHED YOUNG WOMEN OF GRANT CO 789 S 8TH ST UPLAND IN 46989 N/A PC SCHOLARSHIPS FOR PARTICIPANTS 12500 EAST CENTRAL INDIANA ROBOTICS PO BOX 202 MATTHEWS IN 46957 N/A PC TO PROVIDE RENOVATIONS TO THEIR BUILDING 15000 EASTBROOK COMMUNITY SCHOOLS 560 S 900 E MARION IN 46989 N/A GOV PROVIDE NUMEROUS UPGRADES 327500 EASTERSEALS CROSSROADS 4740 KINGSWAY DR INDIANAPOLIS IN 46205 N/A PC TO PROVIDE THERAPEUTIC HORSEBACK RIDING SERVICES 10000 FAIRMOUNT POLICE DEPARTMENT 214 W WASHINGTON ST FAIRMOUNT IN 46928 N/A GOV TO PROVIDE TASERS 29000 FAMILY FIRST - ALL PRO DAD 5509 W GRAY ST SUITE 100 TAMPA FL 33609 N/A PC SUPPORT PROGRAMMING FOR GRANT COUNTY CHAPTERS 10000 FLY-IN CRUISE-IN INC 347 S 500 E MARION IN 46953 N/A PC SUPPORT BRINGING IN 1943 CURTISS P-40 WARHAWK 5000 FORT WAYNE CHILDREN'S ZOO 3411 SHERMAN BLVD FORT WAYNE IN 46808 N/A PC TO ASSIST WITH THE PURCHASE OF A NEW TRAIN ENGINE 15000 GILEAD MINISTRIES INC PO BOX 134 MARION IN 46952 N/A PC TO HELP WITH GENERAL NEEDS OF THE ORGANIZATION 25000 GRANT COUNTY RESCUE MISSION INC 423 S GALLATIN ST MARION IN 46953 N/A PC PROVIDE BOX TRUCK TO PICK UP DONATIONS 30000 GRANT COUNTY SHERIFF'S DEPARTMENT 214 E FOURTH ST MARION IN 46952 N/A GOV TO REPLACE AED UNITS 60000 HABITAT FOR HUMANITY OF GRANT CO PO BOX 687 MARION IN 46952 N/A PC CONSTRUCTION COSTS FOR HOUSE BUILD 25000 HEARTLAND FILM 8950 OTIS AVE INDIANAPOLIS IN 46216 N/A PC TO ASSIST WITH RADIANCE CINEMA AT BALL STATE UNIV. 25000 HONEYWELL FOUNDATION INC 275 W MARKET ST WABASH IN 46992 N/A PC SUPPORT THE EDUCATIONAL OUTREACH PROGRAM 5000 INDIANA HEALTH CENTERS 8003 CASTLEWAY DR INDIANAPOLIS IN 46250 N/A PC TO SUPPORT PATIENTS WITH CHRONIC DISEASES IN GRANT COUNTY 12600 ISAIAH 117 HOUSE PO BOX 842 ELIZABETHTON TN 37644 N/A PC TO ASSIST WITH CONSTRUCTION OF HOUSE FOR FOSTER CHILDREN 100000 IVY TECH FOUNDATION INC 261 S COMMERCE DR MARION IN 46953 N/A PC ASSIST WITH STUDENTS FACING FINANCIAL BARRIERS 50000 JAY COMMUNITY CENTER 115 E WATER ST PORTLAND IN 47371 N/A PC TO REFURBISH THEIR SOCCER FIELDS 5500 JOBSOURCE INCHEARTLAND SCHOLAR HOUSE 3530 MOUNDS RD ANDERSON IN 46017 N/A PC TO ASSIST SINGLE PARENTS PURSUING POSTSECONDARY EDUCATION 15000 JOSIAH WHITE'S RESIDENTIAL & FAMILY SERVICES INC 5233 S 50 E WABASH IN 46992 N/A PC TO EXPAND THE GROWING TEENS FOR LIFE PROGRAM 10400 JUNIOR ACHIEVEMENT OF GRANT CO 601 N BALDWIN AVE MARION IN 46952 N/A PC TO PREPARE STUDENTS TO SUCCEED IN THE GLOBAL ECONOMY 7000 LARK'S SONG 401 S WASHINGTON ST MARION IN 46953 N/A PC TO FUND THEIR ANNUAL MADE WILD LEADERSHIP PROGRAM 3000 LIFT - EASTBROOK AFTER SCHOOL INC 439 W BERRY ST UPLAND IN 46989 N/A PC UPGRADE TECHNOLOGY 5000 MARION COMMUNITY SCHOOL OF THE ARTS 305 S ADAMS ST MARION IN 46952 N/A PC TO PROVIDE RIGHTS & ROYALTIES FOR THE YEAR 18000 MARION-GRANT COUNTY SENIOR CENTER 503 S GALLATIN ST MARION IN 46953 N/A PC TO PROVIDE PROGRAMMING 15000 MATTHEW 25 HEALTH & CARE 413 E JEFFERSON BLVD FORT WAYNE IN 46802 N/A PC TO ASSIST WITH PROVIDING HEALTHCARE FOR LOW-INCOME INDIVIDUALS 5000 MCMILLEN HEALTH 600 JIM KELLEY BLVD FORT WAYNE IN 46816 N/A PC TO PROVIDE PREVENTATIVE HEALTH EDUCATION 7400 MILL TOWNSHIP FIRE DEPARTMENT 2111 E OLD KOKOMO RD MARION IN 46953 N/A GOV TO PURCHASE AN AIR COMPRESSOR AND FILL STATION 54200 MINNETRISTA MUSEUM & GARDENS 1200 N MINNETRISTA PKWY MUNCIE IN 47303 N/A PC TO PROVIDE STUDENT MEMBERSHIPS 7500 MUNCIE CIVIC THEATRE 216 E MAIN ST MUNCIE IN 47305 N/A PC SUPPORT THE YOUTH THEATRE PROGRAM 10000 NARROW GATE HORSE RANCH INC 7535 W 00 NS KOKOMO IN 46901 N/A PC PROVIDE PUMP SYSTEM IN THE LOWER PASTURE 11000 NEARSPACE EDUCATION INC 79 RAILROAD ST UPLAND IN 46989 N/A PC BALLOON SUBSCRIPTION FOR LOCAL SCHOOLS 25000 OAK HILL COMMUNITY SCHOOLSSPEC EDUC COOP 7756 W DELPHI PIKE CONVERSE IN 46919 N/A GOV ROBOTICS COMPETITION, COMPETE IN LEGO LEAGUE 21000 OUR TOWN UPLAND PO BOX 194 UPLAND IN 46989 N/A PC HISTORICAL SIGNS, PARK BEAUTIFICATION, DEPOT RESTORATION 47000 PARK ELEMENTARY SCHOOL 500 SYCAMORE ST FAIRMOUNT IN 46928 N/A GOV ASSIST WITH THEIR CHICAGO TRIP 2000 PIERCE CHURCHGLOBAL METHODIST CHURCH PO BOX 11 UPLAND IN 46989 N/A PC PRESCHOOL FINANCIAL AID, CARPET FOR NURSERY 30000 RANDOM ACTS OF FLOWERS INDIANAPOLIS 1057 E 54TH ST INDIANAPOLIS IN 46220 N/A PC ASSIST WITH PROVIDING BOUQUETS TO AREA HOSPITALS AND HOSPICES 5000 SCIENCE CENTRAL INC 1950 N CLINTON ST FORT WAYNE IN 46805 N/A PC TO BRING SCIENCE4U PROGRAMMING TO GRANT COUNTY SCHOOLS 10500 SECOND HARVEST FOOD BANK 6631 N OLD SR 3 MUNCIE IN 47303 N/A PC TO SUPPORT FOOD INSECURITY PROGRAMS 60000 SHEPHERDS MINISTRIES 1805 15TH AVE UNION GROVE WI 53182 N/A PC PROVIDE TRANSPORTATION AND SUPPLIES FOR STUDENTS 10000 SMALL WORLD PRESCHOOL INC PO BOX 598 WARREN IN 46792 N/A PC PROVIDE PRE-SCHOOL SUPPLIES 4500 SOUTHSIDE WESLEYAN CHURCH 312 E SOUTH E ST GAS CITY IN 46933 N/A PC TO COMPLETE THEIR YOUTH BUILDING PROJECT 20000 STILLWATER HOSPICE 5910 HOMESTEAD RD FORT WAYNE IN 46814 N/A PC TO PURCHASE RESPIRATOR FIT-TESTING EQUIPMENT 20000 SWAYZEE ECONOMIC DEVELOPMENT CORP 404 E HARRISON ST SWAYZEE IN 46986 N/A PC TO UPGRADE THEIR POLICE CAR RADIOS 6100 THE SWITCH-UP CORP PO BOX 394 VAN BUREN IN 46991 N/A PC TO REPAIR ASPHALT ON THEIR BASKETBALL COURT 4300 THE TRAINING CENTER 2011 W 10TH ST MARION IN 46953 N/A PC PROVIDE SUPPLIES AND RESOURCES FOR FAMILIES IN NEED 10000 THRIVING GRANT CO INC 121 E SOUTH A ST GAS CITY IN 46933 N/A PC SUPPORT EARLY CHILDHOOD PROGRAMMING 25000 TWIN CITY WE CARE INC 1062 WALNUT CREEK LANE GAS CITY IN 46933 N/A PC SUPPLY CITIZENS IN NEED AT CHRISTMAS 10000 UNITED WAY OF GRANT CO INC 215 S ADAMS ST MARION IN 46952 N/A PC TO SUPPORT GRANT COUNTY READS 20000 UPLAND AREA GREENWAYS ASSOCIATION INC 399 W OVERLOOK DR UPLAND IN 46989 N/A PC TO HIRE LANDSCAPE ARCHITECT FOR PLANNING 10000 UPLAND LIONS CLUBINDIANA LIONS FOUNDATION PO BOX 445 UPLAND IN 46989 N/A PC TO REPLACE WINDOWS AND KITCHEN SUPPLIES 6000 UPLAND PUBLIC LIBRARY PO BOX 488 UPLAND IN 46989 N/A PC SUMMER READING PROGRAM AND MISC. PROGRAMMING 28000 UPLAND VOLUNTEER FIRE DEPARTMENT PO BOX 83 UPLAND IN 46989 N/A GOV TO PURCHASE A MEDICAL RESPONSE VEHICLE 65000 URBAN LIGHT CHRISTIAN DEV CORP 1400 S MADISON ST MUNCIE IN 47302 N/A PC TO PROVIDE FOR A HOUSING RENOVATION PROJECT 10000 VAN BUREN YOUTH SPORTS INC PO BOX 65 VAN BUREN IN 46991 N/A PC TO REPAIR 3 BALL DIAMONDS 30000 VICTORY ACRES FARMSVICTORY INNER-CITY MINISTRIES 5311 S 800 E UPLAND IN 46989 N/A PC TO ASSIST WITH SUMMER EVENTS 4000 WESTVIEW WESLEYAN CHURCH 1300 6TH ST JONESBORO IN 46938 N/A PC TO PROVIDE BACKPACKS AND SUPPLIES FOR AREA STUDENTS 10500 WILSON-VAUGHAN HOSTESS HOUSE 723 W 4TH ST MARION IN 46952 N/A PC FOR RENOVATIONS TO THE HISTORICAL BUILDING 22500 YOUTH FOR CHRIST PO BOX 431 BLUFFTON IN 46714 N/A PC SUPPORT MINISTRY PROGRAMMING 15000 1672600 0 14 1295251 18 5674444 0 6969695 0 6969695 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5975 0 5975 ISHARES BROAD USD INVT GRADE 1773652 1773652 SPDR PORTFOLIO INTER TERM 2346680 2346680 VANGUARD INTER TERM 2426574 2426574 VANGUARD SHORT-TERM BOND ETF 1104740 1104740 ACCENTURE PLC IRELAND CL A 210843 210843 COCA COLA CO COM 205393 205393 HOME DEPOT INC 276745 276745 INTEL CORP 94812 94812 LINDE PLC NEW EUR 407075 407075 LOCKHEED MARTIN CORP 225144 225144 MARSH & MCLENNAN COS INC 335144 335144 MCDONALDS CORP 257395 257395 NEXTERA ENERGY INC COM 239756 239756 PROCTER & GAMBLE CO 384125 384125 REPUBLIC SERVICES INC 449322 449322 RTX CORP 702953 702953 TEXAS INSTRUMENTS 252445 252445 TOOTSIE ROLL INDUST 44435 44435 FIRST MERCHANTS CORP MUNCIE 804895 804895 JPMORGAN CHASE & CO 11828625 11828625 WOODWARD INC 3537940 3537940 ISHARES CORE MSCI EAFE ETF FMV 1309650 1309650 ISHARES CORE MSCI EMERGING FMV 455178 455178 VANGUARD VALUE ETF FMV 514899 514899 VANGUARD SMALL-CAP ETF FMV 523817 523817 VANGUARD MID-CAP ETF FMV 619498 619498 VANGUARD MID-CAP GROWTH ETF FMV 734475 734475 CLEARBRIDGE SMALL CAP FMV 223305 223305 DFA INTERNATIONAL SMALL FMV 88712 88712 GQG PARTNERS EMERGING FMV 384274 384274 HARTFORD INTERNATIONAL FMV 319125 319125 JOHCM INTERNATIONAL FMV 281711 281711 COLUMBIA STRATEGIC FMV 2910842 2910842 PGIM SHORT-TERM FMV 1112009 1112009 PGIM TOTAL RETURN BOND FMV 2498501 2498501 INFRASTRUCTURE INVSTMNT FD (ICAP) FMV 1239856 1239856 APOLLO DEBT SOLUTIONS FMV 998102 998102 BLACKSTONE PRIVATE FMV 1423871 1423871 STARWOOD REAL ESTATE FMV 776059 776059 UBS SELECT GOVERNMENT INSTITUTIONAL FUND FMV 150985 150985 UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND FMV 651 651 FEDERAL INCOME TAX 3164 OFFICE EXPENSES 572 0 572 INSURANCE 1088 0 1088 ADVERTISING 627 0 627 DUES AND SUBSCRIPTIONS 846 0 846 MEALS 524 0 524 SHIPPING FEES 303 0 303 OTHER EXPENSE 198 0 198 UNREALIZED GAIN/(LOSS) ON INVESTMENT 19948982 O/S CHECKS IN EXCES OF CASH DEPOSIT 260068 771731 UBS JPM CREDIT CARD 244 0 INVESTMENT MANAGEMENT FEES 100758 100758 0 PAYROLL FEES 1999 0 1999 FEDERAL TAXES 128155 0 0 PAYROLL TAXES 3987 399 3588 TAXES 21 0 21