2025-02-11T15:14:41-05:00 2024-09-30 351679361 LEONARD J ANDORFER & CO LLP 110 W BERRY STREET STE 2202 FORT WAYNE IN 468022311 990PF 2023-10-01 351557058 BOREN FOUNDATION INC BORE 7659988139 1909 S MAIN STREET UPLAND IN 46989 SALLY J BRINER EXECUTIVE DIRECTOR 7659988157 2025-01-24 true true CYNTHIA M WIRTNER CPA P00017581 2604239405 2025-02-06 2023 2025-03-06 01:10:19Z X 38131581 X 188466 1030580 1030580 3318520 8376680 3318520 4537566 4349100 79000 7900 71100 3825 383 3442 10000 10000 57 65281 59023 6258 158163 67306 90800 1270770 1270770 1428933 67306 1361570 3108633 4281794 42693 97892 97892 15864227 18988681 38030525 3164 3164 15906920 19089737 38131581 186128 260312 186128 260312 X 15720792 18829425 15720792 18829425 15906920 19089737 15720792 3108633 18829425 18829425 PUBLICLY TRADED SECURITIES P 8374826 5055923 3318903 3318903 PUBLICLY TRADED SECURITIES P 2237 -2237 -2237 3318520 3316666 59517 59517 59517 1879 1879 X 788 58426 false false false false false false false true true IN true false false false false true N/A TRACEE MCCAMMON 7659988156 1909 S MAIN STREET UPLAND IN 46989 false false false false false false false false false false false false false false false false false false false false LAEL E BOREN 1909 S MAIN STREET UPLAND IN 46989 VICE PRES.DI 1.00 3000 0 0 JAY M ROSS 1909 S MAIN STREET UPLAND IN 46989 PRESIDENT/DI 1.00 3000 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 SALLY J BRINER 1909 S MAIN STREET UPLAND IN 46989 EXECUTIVE DI 30.00 50000 0 0 AMY E SICKS 1909 S MAIN STREET UPLAND IN 46989 SECRETARY 1.00 2500 0 0 TRACEE MCCAMMON 1909 S MAIN STREET UPLAND IN 46989 TREASURER 3.00 2500 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 1.00 3000 0 0 NONE NONE N/A 34465555 654086 0 35119641 35119641 526795 34592846 1729642 1729642 59517 59517 1670125 1670125 1670125 1361570 1361570 1670125 1257797 1361570 1257797 103773 1566352 SALLY BRINER 1909 S MAIN STREET UPLAND IN 46989 7659988139 TYPED REQUEST DETAILING THE INTENDED USE OF THE FUNDS REQUESTED. DEADLINES FOR SUBMISSIONS ARE MARCH 31 AND AUGUST 31 PRIMARILY EDUCATIONAL PURSUITS IN CENTRAL INDIANA. 1846 ENTERPRISES 1846 MAIN ST UPLAND IN 46989 NONE PUBLIC PROGRAM 30000 ASCENSION ST VINCENT FDN 8402 HARCOURT RD STE 210 INDIANAPOLIS IN 46260 NONE PUBLIC PROGRAM 10000 ASCENT 121 PO BOX 1143 CARMEL IN 46082 NONE PUBLIC PROGRAM 10000 BEDROCK PRODUCTIONS INC 1180 N FEDERAL HWY UN 903 FORT LAUDERDALE FL 33304 NONE PUBLIC PROGRAM 3500 BLOOD N FIRE INC 300 N MADISON ST MUNCIE IN 47305 NONE PUBLIC PROGRAM 25000 BOYS AND GIRLS CLUB OF NE INDIANA 3402 S MERIDAIN ST MARION IN 46953 NONE PUBLIC PROGRAM 28000 CANCER SERVICES OF GRANT COUNTY 305 S NORTON AVENUE MARION IN 46952 NONE PUBLIC PROGRAM 20000 COLLEGE WESLYAN CHURCH - WONDERSPAC 200 W 38TH STREET MARION IN 46953 NONE PUBLIC PROGRAM 50 COMMUNITY FOUNDATION OF GRANT COUNT 505 WEST THIRD STREET MARION IN 46952 NONE PUBLIC PROGRAM 23000 CONVERSE FIRE DEPARTMENT PO BOX 81 CONVERSE IN 46919 NONE PUBLIC PROGRAM 3000 DELAWARE COUNTY SPECIAL NEEDS PROGR PO BOX 1925 MUNCIE IN 47308 NONE PUBLIC PROGRAM 25000 DESTINY RESCUE USA 10339 DAWSONS CREEK BLVD FORT WAYNE IN 46825 NONE PUBLIC PROGRAM 21000 DISTINGUISHED YOUNG WOMEN OF IN 789 S 8TH ST UPLAND IN 46989 NONE PUBLIC PROGRAM 10000 EAST CENTRAL INDIANA ROBOTICS PO BOX 202 MATTHEWS IN 46957 NONE PUBLIC PROGRAM 50000 EASTBROOK COMMUNITY SCHOOLS 560 S 950 E MARION IN 46953 NONE PUBLIC EDUCATIONAL 185000 EASTBROOK YOUTH BASEBALL & SOFTBALL 791 W WASHINGTON ST UPLAND IN 46989 NONE PUBLIC PROGRAM 50000 EASTERSEALS CROSSROADS 4740 KINGSWAY DR INDIANAPOLIS IN 46205 NONE PUBLIC PROGRAM 10000 FAIRMOUNT FIRE DEPT 214 W WASHINGTON ST FAIRMOUNT IN 46928 NONE PUBLIC PROGRAM 30000 FAMILY FIRST - ALL PRO DAD 5509 W GRAY ST STE 100 TAMPA FL 33609 NONE PUBLIC PROGRAM 10000 FELLOWSHIP OF CHRISTIAN ATHLETES 2635 S DIXON RD KOKOMO IN 46902 NONE PUBLIC PROGRAM 3000 FLY-IN CRUISE-IN 423 S GALLATIN STREET MARION IN 46953 NONE PUBLIC PROGRAM 8000 FORT WAYNE CHILDREN'S ZOO 3411 SHERMAN BLVD FORT WAYNE IN 46808 NONE PUBLIC PROGRAM 15000 GAS CITY FIRE DEPARTMENT 211 E MAIN ST GAS CITY IN 46933 NONE PUBLIC PROGRAM 8200 GRANT COUNTY REGIONAL CAREER CENTER 750 W 26TH ST MARION IN 46953 NONE PUBLIC PROGRAM 30000 GRANT COUNTY SHERRIFF CHAPLAINCY PR 214 E 4TH ST MARION IN 46952 NONE PUBLIC PROGRAM 5000 HABITAT FOR HUMANITY OF GRANT COUNT 217 S ADAMS ST MARION IN 46952 NONE PUBLIC BUILD HABITAT HOUSE 25000 HAPPY HOLLOW CHILDRENS CAMP 615 N ALABAMA STE 134 INDIANAPOLIS IN 46204 NONE PUBLIC CAMP FUND 5000 HISTORIC FAIRMONT 301 E LAKE ST SUMMITVILLE IN 46070 NONE PUBLIC PROGRAM 3000 HONEYWELL FOUNDATION 275 W MARKET ST WABASH IN 46992 NONE PUBLIC PROGRAM 5000 HOOSIER SHAKES 2485 N BREEZEWOOD DR MARION IN 46952 NONE PUBLIC PROGRAM 7500 INDIANA LIONS FOUNDATION 8780 PURDUE ROAD INDIANAPOLIS IN 46268 NONE PUBLIC PROGRAM 17000 IVY TECH FDN INC 261 S COMMERCE DRIVE MARION IN 46953 NONE PUBLIC PROGRAM 27500 JAY COMMUNITY CENTER 115 E WATER ST PORTLAND IN 47371 NONE PUBLIC PROGRAM 4770 JEFFERSON TOWNSHIP FIRE DEPARTMENT 5090 E 800 S COLUMBIA CITY IN 46725 NONE PUBLIC PROGRAM 19650 JUNIOR ACHIEVEMENT GRANT COUNTY 550 E WALLEN RD FORT WAYNE IN 46825 NONE PUBLIC PROGRAM 6500 KINWELL ACADEMY 200 E 38TH ST MARION IN 46953 NONE PUBLIC PROGRAMS 5000 LIGHTRIDER MINISTRIES 168 S 2ND ST UPLAND IN 46989 NONE PUBLIC PROGRAM 17500 LITTLE RIVER WETLANDS PROJECT IN 8315 W JEFFERSON BLVD FORT WAYNE IN 46804 NONE PUBLIC PROGRAM 10000 LOGAN COMM RESOURCES 2505 E JEFFERSON BLVD SOUTH BEND IN 46615 NONE PUBLIC PROGRAM 10000 MARION COMMUNITY SCHOOL OF THE ARTS 305 S ADAMS ST MARION IN 46953 NONE PUBLIC PRESENTATION OF 3 PRODUCTIONS 18000 MARION PAL CLUB 555 E MORTON ST MARION IN 46952 NONE PUBLIC PROGRAM 33000 MARION-GRANT COUNTY SENIOR CENTER 503 S GALLATIN ST MARION IN 46953 NONE PUBLIC PROGRAM 15000 MATTHEWS FIRE DEPARTMENT PO BOX 152 MATTHEWS IN 46957 NONE PUBLIC PROGRAM 55000 MCMILLEN HEALTH 600 JIM KELLEY BLVD FORT WAYNE IN 46816 NONE PUBLIC HEALTH EDUCATION TO STUDENTS 6400 MUNCIE CHILDREN'S MUSEUM 515 S HIGH ST MUNCIE IN 47305 NONE PUBLIC PROGRAM 25000 NARROW GATE HORSE RANCH INC 7535 W 00 NS KOKOMO IN 46901 NONE PUBLIC PROGRAM 5900 NEARSPACE EDUCATION INC PO BOX 597 UPLAND IN 46989 NONE PUBLIC PROGRAM 20000 OAK HILL COMMUNITY SCHOOLS 1474 N 800 W 27 CONVERSE IN 46919 NONE PUBLIC PROGRAM 16500 ORCHESTRA INDIANA PO BOX 1236 MUNCIE IN 47308 NONE PUBLIC PROGRAM 20000 PARK ELEMENTARY SCHOOL 500 S SYCAMORE STREET FAIRMOUNT IN 46928 NONE PUBLIC PROGRAM 1500 PIERCE UPLAND UNITED METHODIST CHUR PO BOX 11 UPLAND IN 46989 NONE PUBLIC PROGRAM 17000 RANDOM ACTS OF FLOWERS 1057 E 54TH ST F INDIANAPOLIS IN 46220 NONE PUBLIC PROGRAM 5000 SALVATION ARMY OF GRANT COUNTY 359 N BRADNER AVE MARION IN 46952 NONE PUBLIC PROGRAM 45000 SCIENCE CENTRAL 1950 N CLINTON ST FORT WAYNE IN 46805 NONE PUBLIC PROGRAM 10000 SECOND HARVEST FOOD BANK 6621 N OLD SR 3 MUNCIE IN 47303 NONE PUBLIC PROGRAM 30000 SERVICES FOR THE VISUALLY AND HEARI 2301 S ADAMS ST MARION IN 46953 NONE PUBLIC PROGRAM 5000 SMALL WORLD PRESCHOOL 727 N WAYNE ST WARREN IN 46792 NONE PUBLIC PRESCHOOL EDUCATION 3200 SPECIAL OLYMPICS OF GRANT CO 4751 E 350 N MARION IN 46952 NONE PUBLIC PROGRAM 15000 STILLWATER HOSPICE 5910 HOMESTEAD RD FORT WAYNE IN 46814 NONE PUBLIC PROGRAM 20000 SWITCH-UP PO BOX 394 VAN BUREN IN 46991 NONE PUBLIC PROGRAM 7000 THRIVING GRANT CO THRIVING MILL TWN PO BOX 286 GAS CITY IN 46933 NONE PUBLIC PROGRAM 25000 TOWN OF UPLANDUPLANDS PARK PO BOX 428 UPLAND IN 46989 NONE PUBLIC PROGRAM 6000 TWIN CITY WE CARE INC 1062 WALNUT CREEK LANE GAS CITY IN 46933 NONE PUBLIC PROGRAM 10000 UNION CHAPEL MINISTRIES 4622 N BROADWAY AVE MUNCIE IN 47303 NONE PUBLIC PROGRAM 100 UNITED WAY OF GRANT COUNTY PO BOX 61 MARION IN 46952 NONE PUBLIC PROGRAM 20000 VICTORY ACRES FARMS 5311 S 800 E UPLAND IN 46989 NONE PUBLIC PROGRAM 1500 WASHINGTON VOLUNTEER FIRE DEPT 1513 N BETHLEHEM RD MARION IN 46952 NONE PUBLIC PROGRAM 30000 WESLEYAN CHURCH CORP 759 S LENFESTY AVE MARION IN 46952 NONE PUBLIC PROGRAM 6500 YOUTH FOR CHRIST PO BOX 431 BLUFFTON IN 46714 NONE PUBLIC PROGRAM 12000 BRIDGE OF GRACE MINISTRIES 5100 GAYWOOD DR FORT WAYNE IN 46806 NONE PUBLIC PROGRAM 10000 1270770 14 1030580 3318520 1030580 3318520 4349100 false false false false false false false false false true AVIS FOUNDATION 501 (C) (3) COMMON DIRECTORS X X 1 LARITA BOREN CHARITABLE REMAINDER 1909 S MAIN STREET UPLAND IN 46989 188466 X TAX PREPARATION 10000 10000 UBS SA STRATEGIC - EQUITY - COMMON 1286328 4088481 UBS SA EQUITY STRUCTURED UBS SA STRATEGIC EQUITY - CLOSED END 2922548 3702899 UBS SA STRATEGIC EQUITY MUTUAL FUND 1017776 1193481 UBS SA STRATEGIC FIXED - CLOSED END 4733721 4917514 UBS SA FIXED INCOME MUTUAL FUNDS 3658501 3770057 UBS JPM EQUITIES 1282059 16184336 UBS JPM NON-TRADITIONAL 4087748 4173757 FED INC TAX 3164 3164 EXPENSES INVESTMENT FEES 59023 59023 MISC EXPENSE 393 393 PAYROLL EXPENSE 1881 1881 INSURANCE 1051 1051 QUICKBOOKS SUBSCRIPTION 725 725 OFFICE SUPPLIES & SOFTWARE 1829 1829 MILEAGE REIMBURSMENT 379 379 MARGIN LOAN 16628 O/S CHECKS IN EXCESS OF CASH DEPOSIT 169500 260068 UBS JPM CREDIT CARD 244