2026-04-27T20:32:40-05:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2025-01-01 452195649 THE JAMES FOUNDATION INC JAME 2603337500 PO BOX 606 AUBURN IN 46706 FRANK STAUDINGER CFO 2609202114 2026-04-14 1 CASSE TATE P01271193 3175802000 2026-04-14 2025 2025-03-06 01:10:19Z X 20391518 X 3238926 442435 442435 2420125 7114446 2420126 6101486 2862561 0 109115 0 0 109115 32596 0 0 32596 20636 0 0 20636 31125 0 0 31125 45323 45323 0 0 26487 487 0 0 59240 0 0 32850 0 0 6239 357372 45810 0 199711 8862007 8862007 9219379 45810 0 9061718 -3117893 2816751 0 20551 17741 17741 624048 248600 248600 5290330 3961038 13649013 6509458 5158355 5243478 1789917 557231 1291926 1232686 1232686 13736313 10618420 20391518 0 0 X 0 0 0 0 13736313 10618420 13736313 10618420 13736313 10618420 13736313 -3117893 0 10618420 0 10618420 PUBLICLY TRADED SECURITIES 2001-01-01 2025-12-31 7114446 4694320 2420126 2420126 2420126 39153 0 39153 0 39153 28662 0 0 0 28662 0 10491 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 WWW.THEJAMESFOUNDATION.ORG FRANK STAUDINGER 2609202114 PO BOX 606 AUBURN IN 46706 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 KENDRA KLINK PO BOX 606 AUBURN IN 46706 EXECUTIVE DIRECTOR 40.00 109115 0 0 RICK JAMES PO BOX 606 AUBURN IN 46706 CHAIRMAN 1.00 0 0 0 VICKI JAMES PO BOX 606 AUBURN IN 46706 PRESIDENT 1.00 0 0 0 STEPHANIE FOOTE PO BOX 606 AUBURN IN 46706 VICE PRESIDENT 1.00 0 0 0 JEFFREY TURNER PO BOX 606 AUBURN IN 46706 SECRETARY 1.00 0 0 0 MATT FETTER PO BOX 606 AUBURN IN 46706 DIRECTOR 1.00 0 0 0 JESSICA BUSS PO BOX 606 AUBURN IN 46706 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 17505726 586527 0 18092253 0 0 18092253 271384 17820869 891043 891043 39153 39153 851890 0 851890 0 851890 9061718 0 9061718 851890 0 0 4382602 4160450 9911392 10713658 10826092 39994194 9061718 0 0 0 851890 8209828 0 0 48204022 0 0 0 0 0 0 4382602 43821420 4160450 9911392 10713658 10826092 8209828 RICK JAMES VICKI JAMES THE JAMES FOUNDATION INC PO BOX 606 AUBURN IN 46706 2603330068 PLEASE VISIT WWW.THEJAMESFOUNDATION.ORG TO DOWNLOAD AND FILL OUT THE JAMES FOUNDATION PRELIMINARY GRANT APPLICATION. N/A STUDENTS GRADUATING FROM A DEKALB COUNTY, INDIANA, HIGH SCHOOL ARE INVITED TO APPLY FOR ONE OF THE SCHOLARSHIPS OFFERED BY THE JAMES FOUNDATION. SCHOLARSHIP OPPORTUNITIES INCLUDE ONE FOUR-YEAR AND ONE TWO-YEAR, RENEWABLE SCHOLARSHIP IS AVAILABLE TO EACH HIGH SCHOOL WITH A VALUE OF $5,000 PER YEAR ($2,500 PER SEMESTER). SCHOLARS MUST MAINTAIN A 3.2 ON A 4.0 SCALE IN THE MAJOR COURSE OF STUDY, AND AN OVERALL GPA EQUIVALENT TO 3.0 ON A 4.0 SCALE BY THE END OF EACH ACADEMIC YEAR. SCHOLARS MUST SUBMIT GRADES AND UPCOMING SEMESTER SCHEDULED EACH SEMESTER. ABIGAIL CARLSON - PURDUE UNIVERSITY OFFICE OF BURSAR SCHLEMAN HALL - ROOM 305 475 STADIUM MALL DRIVE WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 5000 ALEX LEON - INDIANA UNIVERSITY BLOO OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 7500 ALI OHELMACHER - UNIVERSITY OF SAIN FINANCIAL AID OFFICE 2701 SPRING STREET FORT WAYNE IN 46808 NONE I SCHOLARSHIP 2500 ALZHEIMER'S ASSOCIATION 50 E 91ST ST SUITE 100 INDIANAPOLIS IN 46142 NONE PC OPERATIONAL SUPPORT 200000 ARTS UNITED 300 EAST MAIN STREET FORT WAYNE IN 46802 N/A PC ARTS RESILIENCY FUND 100000 AUBURN COMMUNITY BAND 1400 DAVIDSON COURT AUBURN IN 46706 N/A PC EXPENSES FOR MUSIC AND VENUES FOR 2023 SEASON 1000 AUBURN FIRE FIGHTERS ASSOCIATION P O BOX 461 AUBURN IN 46706 N/A PC FIREFIGHTER SCHOLARSHIP FUND 1000 BAYLEE DOSTER - TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 NONE I SCHOLARSHIP 5000 BAYLIE DONALDSON - INDIANA UNIVERSI IU FORT WAYNE PAYMENT CENTER P O BOX 6020 INDIANAPOLIS IN 46206 NONE I SCHOLARSHIP 7500 BREYTDEN WEICHT - PENN FOSTER B2B AR TEAM 200 HICKORY STREET SCRENTON PA 48505 NONE I SCHOLARSHIP 5000 BRIDGE OF GRACE 5102 GAYWOOD DRIVE FORT WAYNE IN 46806 N/A PC HOPE UNLEASED CAPITAL CAMPAIGN 100000 BRIDGE OF GRACE 5100 GAYWOOD DRIVE FORT WAYNE IN 46806 N/A PC EARLY LEARNING CENTER OPERATIONS 50000 CADEN OSBORN - TAYLOR UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE UPLAND IN 46989 NONE I SCHOLARSHIP 7500 CANTERBURY SCHOOL 5601 COVINGTON RD FORT WAYNE IN 46804 N/A GOV FINE ARTS CAMPAIGN 1000000 CODY BICKLEY - TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 NONE I SCHOLARSHIP 7500 COMMUNITY FOUNDATION OF DEKALB 700 SOUTH MAIN STREET P O BOX 111 AUBURN IN 46706 N/A PC FUNDING FOR TRANSFORMING COMMUNITIES / LILLY ENDOWMENT MATCH 10000 COMMUNITY HARVEST FOOD BANK 999 EAST TILLMAN ROAD FORT WAYNE IN 46816 N/A PC PROGRAM AND OPERATIONS SUPPORT 50000 CONNOR PENROD - INDIANA UNIVERSITY OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 7500 CORBIN WHITE - GLEN OAKS COMMNITY C ATTN FINANCIAL AID OFFICE 62249 SHIMMEL ROAD CENTREVILLE MI 49032 NONE I SCHOLARSHIP 7500 DEKALB CENTRAL FOUNDATION 3326 COUNTY ROAD 427 WATERLOO IN 46793 N/A PC DEKALB CENTRAL EARLY LEARNING - PRESCHOOL PROGRAMMING 425000 DEKALB COUNTY COMMUNITY ORCHESTRA 700 SOUTH MAIN STREET AUBURN IN 46706 N/A PC PROGRAM SUPPORT 7000 DEKALB COUNTY COURTHOUSE 100 MAIN STREET AUBURN IN 46706 N/A PC COURTHOUSE BARRIER WALL 246600 DEKALB HIGH SCHOOL FOUNDATION 6424 COUNTY ROAD 427 WATERLOO IN 46793 N/A PC PROFESSIONAL DEVELOPMENT 2000 EARLY CHILDHOOD ALLIANCE 516 EAST WAYNE STREET FORT WAYNE IN 46802 N/A PC SPARK A FUTURE SPONSORSHIP 77707 ELMERIA STUTZMAN - TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 NONE I SCHOLARSHIP 7500 EMMA WELBAUM - UNIVERSITY OF SAINT FINANCIAL AID OFFICE 2701 SPRING STREET FORT WAYNE IN 46808 NONE I SCHOLARSHIP 7500 EUELL A WILSON CENTER 1512 OXFORD STREET FORT WAYNE IN 46806 N/A PC PROGRAMMING SUPPORT 10000 FELLOWSHIP OF CHRISTIAN ATHLETES 578 GEIGER DRIVE SUITE A1 ROANOKE IN 46783 N/A PC ANNUAL PROGRAMMING SUPPORT 20000 FORT WAYNE CHILDREN'S CHOIR 2101 EAST COLISEUM BOULEVARD BUILDING E FORT WAYNE IN 46805 N/A PC SCHOLARSHIP SUPPORT FOR PARTICIPANTS 25000 FORT WAYNE HISTORY CENTER 302 E BERRY ST FORT WAYNE IN 46802 N/A PC K-12 SCHOOL ADMISSIONS 5000 FORT WAYNE PHILHARMONIC 4901 FULLER DRIVE SUITE 3B FORT WAYNE IN 46835 N/A PC GENERAL OPERATIONS 4000 FORT WAYNE PHILHARMONIC 4901 FULLER DRIVE SUITE 3B FORT WAYNE IN 46835 N/A PC SPONSORSHIP SUPPORT 37700 FORT WAYNE PHILHARMONIC 4901 FULLER DRIVE SUITE 3B FORT WAYNE IN 46835 N/A PC MUSIC IS FUNDEMENTAL 200000 GABRIELLE HEIMANN - HOPE COLLEGE 100 EAST 8TH STREET SUITE 280 HOLLAND MI 49423 NONE I SCHOLARSHIP 2500 GARRETT MUSEUM OF ART 100 SOUTH RANDOLPH STREET GARRETT IN 46738 N/A PC SPECIAL EXHIBIT / TRAVELING EXHIBIT FUND 25000 GRACE MCCLAIN - ROCK VALLEY COMMUNI FINANCIAL AID OFFICE 3301 NORTH MULFORD ROAD ROCKFORD IL 61114 NONE I SCHOLARSHIP 2500 GROWING LIVES FOUNDATION 3320 FAIRFIELD AVE FORT WAYNE IN 46807 N/A PC GENERAL OPERATION 125000 HUMANE FORT WAYNE 4914 HANNA ST FORT WAYNE IN 46806 N/A PC CAPITAL CAMPAIGN SUPPORT 10000 JACQUELYN DAVENPORT - INDIANA WESLE OFFICE OF FINANCIAL AID 1886 WEST 50TH STREET MARION IN 46953 NONE I SCHOLARSHIP 7500 KATE ENGELBERTH - IVY TECH BURSARS OFFICE 3800 NORTH ANTHONY BOULEVARD FORT WAYNE IN 46805 NONE I SCHOLARSHIP 5000 KATE'S KART 10376 LEO RD FORT WAYNE IN 46825 N/A PC BOOK SUPPORT 15000 KAYLA LEINS - INDIANA UNIVERSITY OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 5000 KENDALLVILLE RESTORATION INC 415 KRUEGER ST KENDALLVILLE IN 46755 N/A PC PROGRAMMING / OPERATIONS SUPPORT 100000 KIERSTEN HAYNES - PURDUE UNIVERSITY OFFICE OF BURSAR SCHLEMAN HALL - ROOM 305 475 STADIUM MALL DRIVE WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 5000 MAD ANTHONY FOUNDATION RED JACKET 10214 CHESTNUT PLAZA FORT WAYNE IN 46814 NONE PC OPERATION SUPPORT 10000 MADISON HAYNES - PURDUE UNIVERSITY OFFICE OF BURSAR SCHLEMAN HALL - ROOM 305 475 STADIUM MALL DRIVE WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 7500 MAKE A WISH FOUNDATION INDIANA 6201 CORPORATE DR 100 INDIANAPOLIS IN 46278 N/A PC APPROVED FUTURE GRANT 10000 MAKE A WISH FOUNDATION INDIANA 6201 CORPORATE DR 100 INDIANAPOLIS IN 46278 N/A PC WISH SUPPORT - INDIANA 100000 MLK MONTESSORI 6001 SOUTH ANTHONY BOULEVARD FORT WAYNE IN 46816 N/A PC PROGRAMMING SUPPORT 10000 MORGAN BROOKS - IVY TECH BURSARS OFFICE 3800 NORTH ANTHONY BOULEVARD FORT WAYNE IN 46805 NONE I SCHOLARSHIP 2500 MORGAN LESLIE - IUPUI P O BOX 6035 420 UNIVERSITY BOULEVARD SUITE CE264 INDIANAPOLIS IN 46202 NONE I SCHOLARSHIP 2500 NATIONAL PARKS FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC UNRESTRICTED 125000 NATIONAL PARKS FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC UNRESTRICTED 3000000 NEIGHBORHOOD HEALTH 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC OXFORD STREET PROJECT 200000 PBS 2501 EAST COLISEUM BOULEVARD FORT WAYNE IN 46805 N/A PC MATCHING CHALLENGE 10000 QUESTA FOUNDATION 6502 CONSTITUTION DRIVE FORT WAYNE IN 46804 N/A PC SCHOLARSHIP SUPPORT 110000 SCAN 500 WEST MAIN STREET FORT WAYNE IN 46802 N/A PC PROGRAMMING SUPPORT 50000 SEXUAL ASSAULT TREATMENT CENTER 1420 KERRWAY COURT FORT WAYNE IN 46805 N/A PC WARM & COZY SPONSORSHIP 1000 SULLIVAN KESSLER - IU SOUTH BEND BURSARS OFFICE 1700 MISHAWAKA AVENUE SOUTH BEND IN 46634 NONE I SCHOLARSHIP 2500 SUMMIT EQUESTRIAN CENTER 10808 LACABREAH LANE FORT WAYNE IN 46745 N/A PC CAVALRY PROGRAM FOR VETERANS 75000 THE ARC OF NORTHEAST INDIANA (EASTERSEALS RISE) 4919 COLWATER ROAD FORT WAYNE IN 46825 N/A PC ESPORTS / TRINE COLLABORATION 120000 THE BRANDON FOUNDATION 3029 E PAULDING RD FORT WAYNE IN 46816 N/A PC CAPITAL CAMPAIGN SUPPORT 100000 THE RESCUE MISSION 404 EAST WASHINGTON BOULEVARD FORT WAYNE IN 46802 N/A PC OPERATIONAL AND PROGRAMMING SUPPORT FOR CHARIS HOUSE 75000 TRI KAPPA P O BOX 445 AUBURN IN 46706 N/A PC TRIATHALON 500 TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 N/A PC GOLF OUTING 8500 TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 N/A PC COLLEGE HEALTH PROFESSIONS 1000000 TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 N/A PC SCHOLARSHIPS 300000 VALENCIA PLACENCIA - TAYLOR UNIVERS OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE UPLAND IN 46989 NONE I SCHOLARSHIP 2500 VINCENT VILLAGE 2827 HOLTON AVE FORT WAYNE IN 46806 N/A PC CAPITAL CAMPAIGN SUPPORT 500000 YWCA NORTHEAST INDIANA 5920 DECATUR ROAD FORT WAYNE IN 46816 N/A PC DOMESTIC VIOLENCE PROGRAMMING 85000 ZACKARY WALL - IVY TECH BURSARS OFFICE 3800 NORTH ANTHONY BOULEVARD FORT WAYNE IN 46805 NONE I SCHOLARSHIP 2500 8862007 ABIGAIL CARLSON - PURDUE UNIVERSITY OFFICE OF BURSAR SCHLEMAN HALL - ROOM 305 475 STADIUM MALL DRIVE WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 5000 ALEX LEON - INDIANA UNIVERSITY OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 2500 ALEX LEON - INDIANA UNIVERSITY BLOO OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 2500 ALI OHLEMACHER - UNIVERSITY OF ST F FINANCIAL AID OFFICE 2701 SPRING STREET FORT WAYNE IN 46808 NONE I SCHOLARSHIP 2500 ALZHEIMER'S ASSOCIATION 50 E 91ST ST SUITE 100 INDIANAPOLIS IN 46142 N/A PC OPERATIONAL SUPPORT 800000 ART'S UNITED 303 E MAIN ST FORT WAYNE IN 46802 N/A PC CAPITAL EXPANSION / RENNOVATION 400000 BAYLEE DOSTER - TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 NONE I SCHOLARSHIP 5000 BAYLIE DONALDSON - INDIANA UNIVERSI IU FORT WAYNE PAYMENT CENTER P O BOX 6020 INDIANAPOLIS IN 46206 NONE I SCHOLARSHIP 5000 BREYTDEN WEICHT - PENN FOSTER B2B AR TEAM 200 HICKORY STREET SCRENTON PA 48505 NONE I SCHOLARSHIP 2500 BRIDGE OF GRACE 5102 GAYWOOD DRIVE FORT WAYNE IN 46806 N/A PC EARLY LEARNING OPERATIONAL SUPPORT 50000 BRIDGE OF GRACE 5102 GAYWOOD DRIVE FORT WAYNE IN 46806 N/A PC HOUSING PROJECT 400000 CADEN OSBORN - TAYLOR UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE UPLAND IN 46989 NONE I SCHOLARSHIP 2500 CADEN OSBORN - TAYLOR UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE UPLAND IN 46989 NONE I SCHOLARSHIP 2500 CANTERBURY SCHOOL 5601 COVINGTON RD FORT WAYNE IN 46804 N/A GOV FINE ARTS CAMPAIGN 2000000 CODY BICKLEY - TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 NONE I SCHOLARSHIP 5000 COMMUNITY HARVEST FOOD BANK 999 EAST TILLMAN ROAD FORT WAYNE IN 46816 N/A PC PROGRAM AND OPERATIONS SUPPORT 100000 CONNOR PENROD - INDIANA UNIVERSITY OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 2500 CORBIN WHITE - GLEN OAKS COMMNITY C ATTN FINANCIAL AID OFFICE 62249 SHIMMEL ROAD CENTREVILLE MI 49032 NONE I SCHOLARSHIP 2500 DEKALB CENTRAL FOUNDATION 3326 COUNTY ROAD 427 WATERLOO IN 46793 N/A PC DEKALB CENTRAL EARLY LEARNING - PRESCHOOL PROGRAMMING 1700000 ELMERIA STUTZMAN - TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 NONE I SCHOLARSHIP 2500 EMMA WELBAUM - UNIVERSITY OF SAINT FINANCIAL AID OFFICE 2701 SPRING STREET FORT WAYNE IN 46808 NONE I SCHOLARSHIP 2500 FELLOWSHIP OF CHRISTIAN ATHLETES 578 GEIGER DRIVE SUITE A1 ROANOKE IN 46783 N/A PC ANNUAL PROGRAMMING SUPPORT 40000 FORT WAYNE PHILHARMONIC 4901 FULLER DRIVE SUITE 3B FORT WAYNE IN 46835 N/A PC MUSIC IS FUNDEMENTAL 600000 GARRETT MUSEUM OF ART 100 SOUTH RANDOLPH STREET GARRETT IN 46738 N/A PC SPECIAL EXHIBIT / TRAVELING EXHIBIT FUND 25000 HUMANE FORT WAYNE 4914 HANNA ST FORT WAYNE IN 46806 N/A PC CAPITAL CAMPAIGN SUPPORT 20000 JACQUELYN DAVENPORT - INDIANA WESLE OFFICE OF FINANCIAL AID 1886 WEST 50TH STREET MARION IN 46953 NONE I SCHOLARSHIP 5000 KATE ENGELBERTH - IVY TECH BURSARS OFFICE 3800 NORTH ANTHONY BOULEVARD FORT WAYNE IN 46805 NONE I SCHOLARSHIP 5000 KAYLA LEINS - INDIANA UNIVERSITY OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 2500 KAYLA LEINS - INDIANA UNIVERSITY OFFICE OF THE BURSAR POPLARS BUILDING 400 EAST 7TH STREET BLOOMINGTON IN 46405 NONE I SCHOLARSHIP 2500 KENDALLVILLE RESTORATION INC 415 KRUEGER ST KENDALLVILLE IN 46755 N/A PC PROGRAMMING / OPERATIONS SUPPORT 100000 KIERSTEN HAYNES - PURDUE UNIVERSITY OFFICE OF BURSAR SCHLEMAN HALL - ROOM 305 475 STADIUM MALL DRIVE WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 5000 MADISON HAYNES - PURDUE UNIVERSITY OFFICE OF BURSAR SCHLEMAN HALL - ROOM 305 475 STADIUM MALL DRIVE WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 2500 MAKE A WISH FOUNDATION INDIANA 6201 CORPORATE DR 100 INDIANAPOLIS IN 46278 N/A PC WISH SUPPORT - INDIANA 300000 NATIONAL PARKS FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC UNRESTRICTED 3000000 NATIONAL PARKS FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC UNRESTRICTED 125000 NEIGHBORHOOD HEALTH 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC OXFORD STREET PROJECT 600000 OAK FARM MONTESSORI 502 LEMPER RD AVILLA IN 46710 N/A PC OPERATIONS 250000 QUESTA FOUNDATION 6502 CONSTITUTION DRIVE FORT WAYNE IN 46804 N/A PC CAPITAL CAMPAIGN SUPPORT 5000000 THE ARC OF NORTHEAST INDIANA (EASTERSEALS RISE) 4919 COLWATER ROAD FORT WAYNE IN 46825 N/A PC ESPORTS / TRINE COLLABORATION 240000 THE BRANDON FOUNDATION 3029 E PAULDING RD FORT WAYNE IN 46816 N/A PC CAPITAL CAMPAIGN SUPPORT 200000 TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 N/A PC COLLEGE HEALTH PROFESSIONS 2000000 TRINE UNIVERSITY OFFICE OF STUDENT ACCOUNTS 236 WEST READE AVENUE ANGOLA IN 46703 N/A PC BOOKS AND BEYOND SCHOLARSHIP 300000 VINCENT VILLAGE 2827 HOLTON AVE FORT WAYNE IN 46806 N/A PC CAPITAL CAMPAIGN SUPPORT 1500000 YMCA DEKALB COUNTY 533 NORTH ST AUBURN IN 46706 N/A PC OPERATIONS 2000000 21817500 14 442435 18 2420125 0 2862560 0 2862560 0 0 0 0 0 0 0 0 0 0 X X 1 RICK AND VICKI JAMES 1401 S GRANDSTAFF DRIVE AUBURN IN 46706 3238926 X X 1 VARIOUS SECURITIES 738926 2025-12-31 ACCOUNTING FEES 31125 0 0 31125 FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE RICK AND VICKI JAMES ARE SUBSTANTIAL CONTRIBUTORS TO THE JAMES FOUNDATION, INC. AND IS THEREFORE A DISQUALIFIED PERSON. THEY PROVIDE "SERVICES" TO THE ORGANIZATION BY SERVING ON THE BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY RECEVIES NO COMPENSATION AND THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. BAIRD FUNDS INC 500000 499478 FRANKLIN HIGH INCOME TRUST 275000 279741 LOOMIS SAYLES FUNDS II 1628143 1642705 NUVEEN INVT TR V 268949 287513 VANGUARD INTERMEDIATE TERM 1658220 1693369 VANGUARD S-T INVESTMENT GRD FD #539 828043 840672 AMAZON COM INC COM 234953 346230 COSTCO WHOLESALE CORP. COM 61246 344936 LOWES COMPANIES INC COM 44721 180870 PEPSICO INC 129082 215280 CHEVRON CORPORATION 108652 228615 PHILLIPS 66 98889 258080 STATE STREET ENERGY SELECT 159250 223550 FIFTH THIRD BANCORP 48887 140430 JPMORGAN CHASE & CO 71953 483330 VISA INC 78331 403317 ABBOTT LABS COM 48828 187935 ABBVIE INC 56714 228490 AMGEN INC 111268 245483 LILLY ELI & CO COM 49761 725409 MERCK & CO INC NEW 111270 252624 EMERSON ELEC CO 72423 179172 HONEYWELL INTL INC 90516 195090 SECTOR SPDR TR INDUSTRIAL 60738 155120 APPLE INC 20074 815580 CISCO SYSTEMS INC COM 189085 462180 LAM RESEARCH CORPORATION 82378 941490 MICROSOFT CORP COM 36500 556163 ORACLE CORP 92819 536003 ALPHABET INC CLASS A COMMON STOCK 48313 626000 ISHARESTR 232652 528000 MFS SER TR XIII 135209 183178 MFS SERIES TST I 226579 326341 VANGUARD S&P 500 ETF 887813 3135650 VICTORY PORTFOLIOS 157715 196459 GOLDMAN SACHS TRUST INTL EQUITY 214419 348008 INSURANCE 4044 0 0 4044 MAINTENANCE AND UTILITIES 5809 0 0 0 MARKETING 2195 0 0 2195 OTHER OPERATING EXPENSES 20802 0 0 0 INVESTMENT FEE 45323 45323 0 0 FEDERAL EXCISE TAXES PAID 26000 0 0 0 FOREIGN TAXES PAID 487 487 0 0