2026-04-29T16:10:20-05:00 2025-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2025-01-01 205063209 Avis Foundation Inc AVIS 7659988100 1909 S Main St Upland IN 46989 Loralee Songer Executive Director 7659988100 2026-04-28 1 Kim Hunwardsen CPA P00484560 6122536500 2026-04-28 2025 2025-03-06 01:10:19Z X 67802179 X 18343 2204760 2204760 1935758 8999213 1935758 56334 56334 4215195 4196852 93138 0 93138 9984 0 9984 18743 0 18743 253919 251806 2113 23751 7468 0 720 0 720 38374 30418 7956 438629 289692 132654 3002529 3002529 3441158 289692 3135183 774037 3907160 1614415 552346 552346 21185694 19136547 32857287 16319492 20634357 21628881 12686218 12255949 12749315 14350 14350 14350 51820169 52593549 67802179 0 0 X 0 0 0 0 51820169 52593549 51820169 52593549 51820169 52593549 51820169 774037 0 52594206 657 52593549 Publicily traded Securities P 8779216 7063455 1715761 1715761 Capital Gains Dividends P 219997 219997 219997 1935758 54310 0 54310 0 54310 26560 0 0 0 26560 X 1355 29105 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 avisfoundationinc.org Loralee Songer 7659988100 1909 S Main St 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 Angela Darlington 1909 S Main Street Upland IN 46989 President 1.00 3000 0 0 Marylou Habecker 1909 S Main Street Upland IN 46989 Vice President 1.00 3000 0 0 Norma Korporal 1909 S Main Street Upland IN 46989 Secretary 1.00 1500 0 0 Dr Susan Wilczynski 1909 S Main Street Upland IN 46989 Director 1.00 3000 0 0 Loralee Songer 1909 S Main Street Upland IN 46989 Executive Director 30.00 77770 0 4868 NONE 0 UBS Financial Services 81415 Maddox Dr Suite 101 Lincoln NE 68520 Investment Management 251806 0 0 64143895 1178024 313773 65635692 0 0 65635692 984535 64651157 3232558 3232558 54310 54310 3178248 0 3178248 0 3178248 3135183 0 3135183 3178248 32593 0 0 3135183 32593 0 0 3102590 0 0 0 0 0 0 0 0 75658 0 0 0 X Loralee Songer 1909 S Main Street Upland IN 46989 7659988100 All grant applicants are requested to submit a letter of inquiry (LOI) prior to March 1 in any calendar year. If the LOI is approved a full grant proposal must be submitted by July 31 of that same calendar year. Applicants will be notified in October and successful applicants will receive funds in December. See above. 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. Ball State University 2000 W University Avenue Muncie IN 47306 None PC Camp Achieve (Summer Social Skills Autism Day Camp) 250000 Carey Services 2724 S Carey Street Marion IN 46953 None PC Autism Training Initiative 30000 DePauw University PO Box 37 Greencastle IN 46135 None PC Comprehensive Support for Autistic Students 50000 Friends of Upland Public Library PO Box 488 Upland IN 46989 None PC New Chapter for Upland Public Library 50000 Harrison Center for the Arts 1505 N Delaware Street Indianapolis IN 46202 None PC Polklore Museum Launch 75000 Indianapolis Public Library Foundation 2450 N Meridian Street Indianapolis IN 46206 None PC Children's Literacy Program and Autism Certification 100000 Indiana Repertory Theatre 140 W Washington Street Indianapolis IN 46204 None PC Come From Away Musical Production 100000 Indiana University Foundation 509 E 3rd Street Bloomington IN 47401 None PC Jacobs Virtual Academy 88530 JobSource Inc PO Box 149 Anderson IN 46015 None PC Heartland Scholar House 100000 LeTourneau University 2100 S Mobberly Avenue Longview TX 75602 None PC Bridges Program 40000 Loyola University Chicago School of Education 111 E Pearson Chicago IL 60611 None PC Online Undergraduate Program in Applied Behavior Studies 83333 Minnetrista Museum and Gardens 1200 N Minnetrista Parkway Muncie IN 47303 None PC Development and Installation of Wonderscape 75000 Muncie Civic Theatre 216 E Main Street Muncie IN 47305 None PC Boyce Block Remodel 150000 NearSpace Education 79 Railroad Street Upland IN 46989 None PC Pipelines of Impact 250000 Purdue University Fort Wayne 2101 E Coliseum Blvd Fort Wayne IN 46805 None PC Entrepreneurship and Enterprise Engineering Nexus 174000 Taylor University 1846 W Main Street Upland IN 46989 None PC Online Master of Education in Special Education 50000 Taylor University 1846 W Main Street Upland IN 46989 None PC Mitchell Theatre Infrastructure Enhancements 425000 Youth Global Perspectives 3161 N Kenwood Avenue Indianapolis IN 46208 None PC College and Career Readiness 45000 Eiteljorg Museum 500 W Washington Street Indianapolis IN 46204 None PC Quest for the West Event and Four Art Exhibitions 200000 Ouachita Baptist University 410 Ouachita Street Arkadelphia AR 71998 None PC Graduate Program in Counseling 250000 Conner Prairie 13805 Allisonville Road Fishers IN 46038 None PC Sensory Room and Inclusive Signage in the Museum Experience Center 166666 Huntington University 2303 College Avenue Huntington IN 46750 None PC Veterinary Medicine, Leadership Coaching, Occupational Therapy Assistant Training 250000 3002529 0 14 2204760 14 56334 18 1935758 0 4196852 0 4196852 0 0 0 0 0 0 0 0 0 0 X X 1 Leland E Boren Trust 2751 Centerville Road Suite 400 Wilmington DE 19808 18343 X Accounting Fees 18743 0 18743 FEDERATED HERMES ULTRASHORT BOND FUND IS 132067 135814 AIR LEASE CORP 02.875% 011526 DTD081720 FC011521 CALL@MW+45BP 188000 202543 AMERICAN EXPRESS CO B/E 03.550% 091570 DTD080321 FC091521 FIX-TO-FLT 248664 256716 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403181 413092 PAYPAL HOLDINGS INC NTS 02.850% 100129 DTD092619 FC040120 CALL@MW+20BP 301486 324443 PGIM SHORT-TERM CORP BOND CL Z 132522 137614 PNC FINL SERV GRP INC WT 6.000% 042671 DTD042622 FC081522 EXP B/E 258479 262831 SOUTHERN CAL EDISON NTS 05.850% 110127 DTD110822 FC050123 CALL@MW+25BP 204403 207486 SOUTHERN CALIF EDISON CO 05.150% 060129 DTD030124 FC060124 CALL@MW+15BP 652045 671731 T-MOBILE USA INC B/E 05.750% 011534 DTD091423 FC011524 CALL@MW+25BP 644749 687359 TRUIST FINANCIAL CORP 06.047% 060827 DTD060823 FC120823 NTS B/E 480463 483888 UNITED PARCEL SVC INC 05.250% 051435 DTD051425 FC111425 CALL@MW+15BP 427868 443260 WALT DISNEY COMPANY/THE 2.000% 090129 DTD090619 FC030120 CALL@MW+15BP 531525 606916 WELLS FARGO & CO B/E 02.879% 103030 DTD103119 FC043020 CALL@MW+20BP 233657 267836 WELLS FARGO & CO B/E 06.491% 102334 DTD102323 FC042324 CALL@MW+30BP 43610 44836 WELLS FARGO & CO NEW B/E 06.850% 091573 DTD072324 FC091524 FIX-TO-FLT 255625 262019 DISCOVERY COMM LLC NTS 03.950% 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B/E 06.500% 040174 DTD020425 FC040125 FIX-TO-FLT 241056 249274 LINCOLN NATL CORP DEPOSI SER D 9.000% PREFERRED CLBL PAR VALUE - 25.00 241180 241470 COLUMBIA STRATEGIC INCOME FUND CLASS INSTITUTIONAL 104004 105485 BHP BILLITON FIN LTD NTS 05.250% 090830 DTD090823 FC030824 CALL@MW+15BP 440020 463842 CANADIAN IMPERIAL BANK 05.260% 040829 DTD040824 FC100824 CALL@MW+15BP 565545 601837 PFIZER INVT ENTER NTS 04.450% 051928 DTD051623 CALL@MW+15BP 225066 228286 PFIZER INVT ENTER NTS 04.750% 051933 DTD051923 FC111923 CALL@MW+20BP 934511 977330 ABBVIE INC COM 171349 261164 ACCENTURE PLC IRELAND CL A 163670 254885 ALPHABET INC CL A 105271 412221 AMAZON.COM INC 227043 420785 APPLE INC 209178 598092 BERKSHIRE HATHAWAY INC CL A 312670 754800 BERKSHIRE HATHAWAY INC NEW CL B 433482 792679 BROADCOM INC 98331 259575 CATERPILLAR INC 105913 179308 CHEVRON CORP 224719 309240 CME GROUP INC 64330 83836 COCA COLA CO COM 270466 389958 COSTCO WHOLESALE CORP 139052 238868 GOLDMAN SACHS GROUP INC 94914 169647 HOME DEPOT INC 242180 452492 INTERCONTINENTALEXCHANGE GROUP 81998 139771 JPMORGAN CHASE & CO 508863 1681988 LILLY ELI & CO 115720 1074680 LOCKHEED MARTIN CORP 211237 334700 MARSH 78208 99624 MCDONALDS CORP 231486 388150 MICROSOFT CORP 367850 1378317 NEXTERA ENERGY INC COM 215956 389358 O REILLY AUTOMOTIVE INC 76751 170289 ORACLE CORP 60391 154174 PROCTER & GAMBLE CO 129285 128692 SHERWIN WILLIAMS CO 60478 86516 SIMON PPTY GROUP INC SBI 95233 120692 TEXAS INSTRUMENTS 119337 116759 THERMO FISHER SCIENTIFIC INC 117019 185424 TJX COS INC NEW 48709 153610 UNION PACIFIC CORP 74027 113347 VANGUARD MID-CAP ETF 835563 1103951 VANGUARD INFORMATION TECHNOLOGY ETF 41374 186937 VISA INC CL A 87727 151156 WELLS FARGO & CO NEW 189610 385102 ARES MANAGEMENT CORPORATION CL A COM 111319 133830 BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 111489 110966 CARILLON SCOUT MID CAP FUND CLASS I 310969 368133 COLGATE PALMOLIVE CO 139790 170762 CSX CORPORATION 404548 641988 DICK'S SPORTING GOODS INC 83117 76416 DIGITAL REALTY TRUST INC REIT 95111 98550 FEDEX CORP 83656 116988 FIFTH THIRD BANCORP 162917 291158 KINDER MORGAN INC 102838 135361 MONDELEZ INTL INC 87047 75577 PHILLIPS 66 246385 337956 REGIONS FINANCIAL CORP 88244 121300 TRUIST FINL CORP 88486 104522 US BANCORP DEL (NEW) 83392 105279 VANGUARD MID-CAP GROWTH ETF 644391 1037284 WILLIAMS COS INC (DEL) 89598 141559 WOODWARD INC 525230 2137402 YUM! BRANDS INC 51917 76094 CRANE CO 145088 475829 CRANE NXT CO 78455 127089 DFA US MICRO CAP FUND CLASS I 246198 355784 EPR PROPERTIES REIT 81496 93163 OLD NATL BANCORP EVANSVL IND 286101 414475 REGAL REXNORD CORP 195229 391072 VANGUARD SMALL-CAP ETF 463685 742896 VANGUARD SMALL-CAP VALUE ETF 303246 430145 TEMPLETON GLOBAL SMALLER COMPANIES ADVISORS CLASS 182698 205310 BROOKFIELD INFRA CORP CAD 46913 61290 CHUBB LTD CHF 143504 202878 DFA INTERNATIONAL SMALL COMPANY FUND CLASS I 403709 560273 EATON CORP PLC 86832 85998 ENBRIDGE INC CAD 109148 132585 ISHARES CORE MSCI EAFE ETF 2459839 3352961 LAZARD INTERNATIONAL EQUITY FUND INSTITUTIONAL SHS 2063641 2364992 LINDE PLC NEW EUR 81206 128770 NOVARTIS AG SPON ADR 228354 424364 DFA EMERGING MARKETS SMALL CAP FUND CLASS I 116660 147532 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 611971 865287 ISHARES CORE MSCI EMERGING MARKETS ETF 682740 892682 APOLLO DEBT SOLUTIONS BDC CLASS S A/O 12/31/2025 AT COST 1500000 1545359 BLACKSTONE PRIVATE CREDIT FUND CLASS S A/O 01/31/26 AT COST 2123853 2080422 BLUE OWL TECHNOLOGY INCOME CORP CLASS S A/O 01/31/2026 AT COST 1500000 1557472 BLACKSTONE REAL ESTATE INCOME TRUST INC CL S-P A/O 01/31/2026 AT COST 928257 1094232 FS CREDIT REAL ESTATE INCOME TRUST, INC. CLASS S A/O 01/31/2026 AT COST 1497150 1478530 KKR REAL ESTATE SELECT TRUST- CLASS U AT COST 919826 663894 STARWOOD REAL ESTATE INCOME TRUST, INC. CLASS S A/O 01/31/2026 AT COST 775459 644389 INFRASTRUCTURE INVSTMNT FD (ICAP) LTD. CL A DIS A/O 09/30/2025 AT COST 2679533 3397240 TBFC FINANCIAL TECHNOLOGIES FUND LP AT COST 331871 287777 Marion Property 7300 7300 7300 Art 7050 7050 7050 Passthrough adjusted Basis 657 Insurance 6714 0 6714 Office Supplies 1242 0 1242 Other Deductions from Passthroughs 27432 27432 0 Bond Amortization Expense 2986 2986 0 Other Income from Partnerships 56334 56334 56334 Investment Management Fees 251806 251806 0 Payroll Fees 2113 0 2113 Excise Taxes 16283 0 0 Foreign Taxes 7268 7268 0 Property Taxes 200 200 0