2024-07-30T10:18:18-05:00 2023-12-31 204222317 MS CASSEN AND COMPANY PC 1702 BROAD RIPPLE AVENUE INDIANAPOLIS IN 462202362 990PF 2023-01-01 352063157 MAR C RICHARDS CHAR FOUND INC DBA MCR FOUNDATION MARC 3178417643 7643 WILLIAM PENN PLACE INDIANAPOLIS IN 46256 MARGARET C RUSSELL PRESIDENT 3178417643 2024-07-11 1 1 ROBERT E DAVIS CPA P00062177 3179233324 2023 2024-08-08 14:25:15Z X 1478831 X X 42958 42958 23032 364953 23032 65990 65990 32400 0 32400 3700 1850 1850 12820 12820 0 3164 792 2372 2605 1302 1303 54689 16764 37925 130500 130500 185189 16764 168425 -119199 49226 147056 116697 116697 282023 216231 318232 1122076 1098071 1043902 1551155 1430999 1478831 120 122 120 122 X 466029 466029 0 0 1085006 964848 1551035 1430877 1551155 1430999 1551035 -119199 0 1431836 959 1430877 MORGAN STANLEY #124450 P 2023-01-01 2023-12-31 66372 64909 1463 1463 MORGAN STANLEY #124450 P 2022-01-01 2023-12-31 296671 277012 19659 19659 MORGAN STANLEY WASH SALE LOSS P 2023-01-01 2023-12-31 86 86 86 MORGAN STANLEY WASH SALE LOSS P 2022-01-01 2023-12-31 127 127 127 MORGAN STANLEY BASIS ADJ P 2022-01-01 2023-12-31 799 799 799 CAPITAL GAINS DIVIDENDS P 898 898 898 23032 684 0 684 0 684 0 0 0 0 0 39 723 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A MARJORIE WILKERSON 3174434590 1759 DEVONSHIRE AVENUE AVON IN 46123 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET C RUSSELL 23810 TUSCANY WAY BONITA SPRINGS FL 34134 PRESIDENT & TREASURER 8.00 0 0 0 MARY K SCHNITZ 11088 SPRING MILL LN CARMEL IN 46032 BOARD MEMBER 1.00 0 0 0 MARJORIE WILKERSON 1759 DEVONSHIRE AVE AVON IN 46123 EXEC DIR & SECY 30.00 32400 0 0 STEPHEN L RUSSELL 23810 TUSCANY WAY BONITA SPRINGS FL 34134 BOARD MEMBER 8.00 0 0 0 PAM SMITH 5035 BUCKEYE CT CARMEL IN 46033 BOARD MEMBER 1.00 0 0 0 MARJORIE WILKERSON 1759 DEVONSHIRE AVENUE AVON IN 46123 SECRETARY 30.00 32400 0 0 0 NONE 0 0 1367393 113922 0 1481315 0 0 1481315 22220 1459095 72955 72955 684 684 72271 0 72271 0 72271 168425 0 168425 72271 0 0 27699 28415 61197 30067 80210 227588 168425 0 0 0 72271 96154 0 0 323742 0 0 0 0 0 0 27699 296043 28415 61197 30067 80210 96154 X ASSISTANCE LEAGUE OF INDIANAPOLIS 1475 W 86TH ST INDIANAPOLIS IN 46260 NONE PUBLIC TO FUND OPERATIONS 20000 BAY PRESBYTERIAN CHURCH 9751 BONITA BEACH RD SE BONITA SPRINGS FL 34135 NONE PUBLIC TO FUND OPERATIONS 6000 ALZHEIMERS ASSOCIATION 50 E 91ST ST 100 INDIANAPOLIS IN 46240 NONE PUBLIC TO FUND OPERATIONS 5000 GEIST CHRISTIAN CHURCH 8550 MUD CREEK RD INDIANAPOLIS IN 46256 NONE PUBLIC TO FUND OPERATIONS 12000 AMERICAN RED CROSS 1510 N MERIDIAN ST INDIANAPOLIS IN 46202 NONE PUBLIC TO FUND OPERATIONS 7000 HVAF OF INDIANA INC 964 N PENNSYLVANIA AVE INDIANAPOLIS IN 46204 NONE PUBLIC TO FUND OPERATIONS 10000 INDIANA TAX FORCE ONE 200 W WASHINGTON ST INDIANAPOLIS IN 46205 NONE PUBLIC TO FUND OPERATIONS -5000 OUTREACH INC 2416 E NEW YORK ST INDIANAPOLIS IN 46201 NONE PUBLIC TO FUND OPERATIONS 10000 BENEVITY 700 611 MEREDITH RD NE CALGARY AB OC T2E2W5 NONE PUBLIC TO FUND OPERATIONS 10000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE PUBLIC TO FUND OPERATIONS 18000 SHELTERING WINGS 1251 SYCAMORE LANE INDIANAPOLIS IN 46122 NONE PUBLIC TO FUND OPERATIONS 7500 KENDRA SPRINGS MEMORIAL FUND COLLEGE OF CHARLESTON 66 GEORGE ST CHARLESTON SC 29424 NONE PUBLIC TO FUND OPERATIONS 10000 HOLY FAMILY SHELTER 907 N HOLMES AVE INDIANAPOLIS IN 46222 NONE PUBLIC TO FUND OPERATIONS 2500 HUMANE SOCIETY OF HAMILTON COUNTY 10501 HAGUE RD FISHERS IN 46038 NONE PUBLIC TO FUND OPERATIONS 5000 INDIANA DONOR NETWORK ANGEL FOUNDATION 3760 GUION RD INDIANAPOLIS IN 46222 NONE PUBLIC TO FUND OPERATIONS 1000 MIAMI COUNTY HISTORICAL SOCIETY 51 N BROADWAY PERU IN 46970 NONE PUBLIC TO FUND OPERATIONS 500 SALVATION ARMY 6060 CASTLEWAY WEST DR INDIANAPOLIS IN 46250 NONE PUBLIC TO FUND OPERATIONS 1000 UNBREAKABLE ATHLETICS ACADEMY 2198 REEVES RD BLDG 2A PLAINFIELD IN 46168 NONE PUBLIC TO FUND OPERATIONS 5000 THE WAY STATION 109 W REBECCA ST EAST PALESTINE OH 44413 NONE PUBLIC TO FUND OPERATIONS 5000 130500 0 42958 23032 0 0 65990 65990 4 THE ACTIVITY PROMOTES CHARITABLE GIVING 8 THE ACTIVITY PROMOTES CHARITABLE GIVING 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3700 1850 1850 MORG STAN INVEST ACCT#124450 216231 318232 MORG STAN INVEST ACCT#124450 AT COST 1098071 1043902 FEDERAL INCOME TAX 959 OFFICE EXP & MISC 2605 1302 1303 PAYROLL TAXES WITHHELD 120 122 INVEST MGMT & RELATED FEES 12820 12820 0 PAYROLL TAXES 2372 0 2372 FOREIGN TAX PAID 792 792 0