2024-09-16T19:40:49-05:00 2023-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990PF 2023-01-01 306072980 JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION C/O LARRY AND SHERRY SWANK CO-TRUSTEES JAXS 5742473248 3900 EDISON LAKES PARKWAY 201 MISHAWAKA IN 46545 JEANIE SHUCK EXECUTIVE DIRECTOR 5742473248 2024-09-14 1 1 LAURA KIELCZEWSKI P00740769 2122970400 2024-09-10 2023 2024-08-08 14:25:15Z X 5513651 X 2037233 114866 114866 116696 2787608 558878 0 77590 0 77590 2346385 673744 77590 143551 0 0 143551 62307 0 0 62307 17168 0 0 17168 6878 3439 0 3439 34587 28689 0 5898 99647 0 0 0 281025 0 227652 53373 645163 32128 227652 285736 242821 242821 887984 32128 227652 528557 1458401 641616 0 334 1467 1467 322311 148794 148794 12180 12180 12180 3396805 4957955 5351210 3731630 5120396 5513651 0 0 X 0 0 0 0 3731630 5120396 3731630 5120396 3731630 5120396 3731630 1458401 0 5190031 69635 5120396 PUBLICLY TRADED SECURITIES P 2247509 2227394 20115 20115 PUBLICLY TRADED SECURITIES D 540099 1336 538763 538763 558878 0 8918 0 8918 0 8918 255 0 11145 0 11400 500 1982 1982 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 HTTPS://WWW.JWASFOUNDATION.ORG/ KRISTIN SWANK 5742473248 3900 EDISON LAKES PARKWAY STE 201 MISHAWAKA IN 46545 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JEANIE SHUCK 3900 EDISON LAKES PARKWAY SUITE 201 MISHAWAKA IN 46545 EXECUTIVE DIRECTOR 40.00 143551 0 0 LARRY A SWANK 3900 EDISON LAKES PARKWAY SUITE 201 MISHAWAKA IN 46545 TRUSTEE 10.00 0 0 0 SHERRY LT SWANK 3900 EDISON LAKES PARKWAY SUITE 201 MISHAWAKA IN 46545 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION CURRENTLY SUPPORTS 20 JAXSON SCHOLARS, WHICH INCLUDES FUNDING THEIR EDUCATION FROM PRIMARY THROUGH SECONDARY SCHOOL AND AN ANNUAL PROGRAMMING CUSTOMIZED TOWARDS CHARACTER AND LEADERSHIP DEVELOPMENT. THE FOUNDATION PROVIDES EXPERIENCES TO CULTIVATE SELF-CONFIDENCE AND ENCOURAGES ALL JAXSON SCHOLARS AND THEIR FAMILIES TO GIVE BACK THROUGH SERVICE AND BECOME FORCES OF GOOD IN THE COMMUNITY. SOME OF THE ACTIVITIES A JAXSON SCHOLAR PARTICIPATES IN THROUGHOUT THE YEAR ARE LEADERSHIP DAY CAMPS, SERVICE DAYS, SELF-DEFENSE CLASSES AND ETIQUETTE DINNERS, AMONG OTHERS. 35458 0 5043138 232966 0 5276104 0 0 5276104 79142 5196962 259848 X 528557 0 528557 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2024-06-17 X 0 0 0 0 0 0 0 0 0 0 528557 0 0 0 528557 15973 0 0 0 15973 512584 0 0 0 512584 6081624 6081624 162436 162436 173232 0 0 0 173232 0 0 0 0 JEANIE SHUCK 3900 EDISON LAKES PKWY SUITE201 MISHAWAKA IN 46545 5742296484 JSHUCK@JWASFOUNDATION.ORG COMPLETED AND SIGNED APPLICATION SHOULD BE MAILED IN, FAXED APPLICATIONS WILL NOT BE ACCEPTED. REQUIRED MATERIALS INCLUDE COPIES OF CHILD/FAMILY AGREEMENTS, BIRTH CERTIFICATE, PAY STUBS AND VERIFICATION OF ANY FINANCIAL ASSISTANCE. OCTOBER 30 CHILDREN BETWEEN THE AGES OF 2.5 AND 5 YEARS OLD ARE ELIGIBLE TO APPLY FOR THE 2023-2024 SCHOOL YEAR. CHILD MUST SHOW READINESS TO BE IN A PRIMARY ENVIRONMENT (ABILITY TO FOLLOW DIRECTION, ACCEPT A GENTLE NO, BE POTTY TRAINED.) FAMILIES MUST QUALIFY WITHIN THE FOUNDATION'S INCOME GUIDELINES OF FEDERAL POVERTY LEVEL AND 250% OF THE POVERTY LEVEL. BLACKBIRD PHILANTHROPY 460 STULL ST STE 300 SOUTH BEND IN 46601 PC GENERAL SUPPORT 50 BRENDA BOYD 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 50 BRENDA GAETA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 192 CATHERINE PAGE 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 200 DENISE KUEHNER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 350 ELIZABETH HOFFER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 100 EMMA MCDONALD 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 222 ERIC CHASE 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 11000 EVELIN PERLA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 390 JIM KOBOLD 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 5000 KATHLEEN KOHN 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 150 KIM MANTA-MILLER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1025 LA LUMIERE SCHOOL INC 6801 N WILHELM RD LA PORTE IN 46350 PC SCHOLARSHIP 27850 LILIA MIRKHABUTDINOVA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 6333 LINDSEY HAB 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1068 LIZETH RODRIGUEZ 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 195 MARIA RAZZO 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIPSCHOLARSHIP 33 MARIAN HIGH SCHOOL 1311 S LOGAN ST MISHAWAKA IN 46544 PC SCHOLARSHIP 4385 MEGHAN HEALEY 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 200 MICKEY DOYLE 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1300 MORGAN RASMUSSEN 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 390 NEXT STEP LEARNING CENTER LLC 3220 E JEFFERSON BLVD SOUTH BEND IN 46615 PC GENERAL SUPPORT 19245 NICOLE BEEMAN 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 146 NICOLE BEENEM 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 50 OLGA JIMENEZ 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 679 OLIVIA CRITCHLOW 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 783 ROXANNE HAMILTON 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 250 SAINT MARY'S COLLEGE SAINT MARYS COLLEGE NOTRE DAME IN 46556 PC SCHOLARSHIP 12800 SAVINO RIVERA II 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 100 SHANE HEETER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 2303 SOUTH BEND CUBS FOUNDATION INC 501 W SOUTH STREET SOUTH BEND IN 46601 PC GENERAL SUPPORT 2413 ST JUDES CATHOLIC SCHOOL FOUNDATION 1750 SUNSET DRIVE SUITE A ROCK SPRINGS WY 82901 PC SCHOLARSHIP 474 ST JOSEPH PARISH 226 N HILL ST SOUTH BEND IN 46617 PC SCHOLARSHIP 2524 STANLEY CLARK SCHOOL 3123 MIAMI ST SOUTH BEND IN 46614 PC SCHOLARSHIP 121380 STEPHANIE BAHUS 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 2945 THE CINCINNATI 2118 MASSACHUSETTS AVENUE NW WASHINGTON DC 20008 PC GENERAL SUPPORT 3816 THE HISTORY MUSEUM 808 WEST WASHINGTON STREET SOUTH BEND IN 46601 PC GENERAL SUPPORT 5915 THE MONTESSORI ACADEMY AT EDISON 530 E DAY ROAD MISHAWAKA IN 46545 PC SCHOLARSHIP 6515 242821 0 18 114866 18 116696 -150062 0 231562 -150062 81500 9 2023 WINE DINNER 0 0 0 0 0 0 0 0 0 0 X X 1 ALLORA VINEYARDS PO BOX 1008 ST HELENA CA 94574 18230 X 2 ANDREA VINSTRA 22040 WAGON WHEEL LN EDWARDSBURG MI 49112 5000 X 3 ANDREW MAYS 3767 VERMONT ROAD ATLANTA GA 30319 23000 X 4 BERKADIA THREE ALLIANCE CENTER 3550 LENOX RO ATLANTA GA 30326 25000 X 5 BETH GARATONI 1610 RIVERVIEW BLVD OSCEOLA IN 465613529 10000 X 6 BEVAN CELLARS 3468 SILVERADO TRL N SAINT HELENA CA 94574 5000 X 7 BRIAN STANLEY 51210 PINE CROFT CT SOUTH BEND IN 466376047 5000 X 8 BRUCE NEWSWANGER 23338 SHORELANE ELKHART IN 465144566 5000 X 9 CHARLES SCHULTZ 16162 COBBLESTONE SQUARE DR GRANGER IN 465301350 7000 X 10 CHRIS MURPHY 1237 EAST JEFFERSON BLVD SOUTH BEND IN 46617 55000 X 11 CLINTON SQUADRONI 1122 ALINE CT SOUTH 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46545 22000 X 27 JOHN GARR II PO BOX 619 CONVERSE IN 469190619 100000 X 28 JOSEPH SCIMIA 124 CHATHAM HILLS BLVD WESTFIELD IN 46074 5113 X 29 JOSH MILLER 51680 BLUFFSIDE CT GRANGER IN 465307055 14000 X 30 KURT JANOWSKY 950 E JACKSON BLVD 202 ELKHART IN 46516 15000 X 31 LANCE SWANK 1201 E NORTHSHORE DR SYRACUSE IN 465678474 150000 X 32 LARRY SWANK II 1327 HONAN DR SOUTH BEND IN 466142175 31000 X 33 LARRY SWANK SR 1155 DUNROBBIN LANE SOUTH BEND IN 46614 157180 X 34 LAVANTURE PRODUCTS 3806 GALLATIN WAY ELKHART IN 46514 7000 X 35 MARDOT LP 50885 WALDON PARK LANE GRANGER IN 46530 10000 X 36 MARK MCCOOL 31 MYSTIC VIEW LN DOYLESTOWN PA 189012040 10000 X 37 MARSHALL REAVIS 466 SUNRISE AVE LAKE BLUFF IL 600442650 21000 X 38 MAURI BROOKS 1907 ION AVE SULLIVANS ISLAND SC 294828720 5000 X 39 MERCHANTS CAPITAL 410 MONON BLVD 5TH FLOOR CARMEL IN 46032 10000 X 40 MICHAEL GUINN 141 OCEAN POINT DRIVE FRIPP ISLAND SC 29920 5000 X 41 MICHAEL J STEPHEN SR & LUCILE G STEPHEN FAMILY FOUNDATION 1925 N 78TH 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IN 46514 10000 X 57 THE MEDLAW PARTNERS LLC PO BOX 40586 INDIANAPOLIS IN 46240 5000 X 58 WHITNEY FOSTER 51284 SHAMROCK HILLS DR GRANGER IN 465307823 11500 X 59 WOODCOX BUILDING CONTRACTORS INC 51175 PRESCOTT AVENUE SOUTH BEND IN 46637 10000 X 51 2017 SHARES STRYKER CORP 496243 2023-01-13 ACCOUNTING 6878 3439 0 3439 TS ACC#8246-2020 418753 418743 TS ACC#8246-9975 542123 708995 TS ACC#8246-4824 3997079 4223472 COST BASIS ADJUSTMENT 69635 OTHER EXPENSES 45269 0 0 45269 WINE DINNER EXPENSES 227652 0 227652 0 INSURANCE 8104 0 0 8104 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 77590 77590 ADVISORY FEE 28689 28689 0 0 OTHER PROFFESSIONAL FEE 5898 0 0 5898 FEDERAL EXCISE TAX 85000 0 0 0 STATE EXCISE TAX 14647 0 0 0