2025-07-22T14:34:26-05:00 2024-12-31 350865680 PILE CPA'S ONE INDIANA SQUARE STE 1200 INDIANAPOLIS IN 46204 990PF 2024-01-01 262521253 TERRY D AND CAROL A AGNESS FAMILY FOUNDATION TERR 3175901501 1752 GLENCARY CREST INDIANAPOLIS IN 46228 LANA BARNHISEL TRUSTEE 3175901501 2025-07-22 1 1 X MICHAEL R HARPRING JD P00998254 3172693454 2025-07-22 2024 2025-03-06 01:10:19Z X X 4296743 X 1908 X 239430 239430 175808 596694 175808 417146 415238 30000 0 30000 2795 0 2795 170 0 170 1908 0 1908 21638 0 21638 56511 0 56511 350000 350000 406511 0 406511 10635 415238 45674 20984 20984 25041 25032 25564 3808596 3841130 4250195 3879311 3887146 4296743 0 0 X 3879311 3887146 3879311 3887146 3879311 3887146 3879311 10635 0 3889946 2800 3887146 INVESCO MAIN STREET R6 P 2024-01-01 2024-04-03 7902 7002 900 900 ARTISAN INTL VALUE I P 2024-09-12 2024-11-11 548 548 0 0 AMERICAN FUNDAMENTAL INV F3 P 2024-09-18 2024-12-18 245 245 0 0 ISH RS MD-C ETF P 2024-10-29 2024-11-11 2889 2752 137 137 NB MID CAP GROWTH I P 2024-12-16 2024-12-18 1671 1671 0 0 VNG GROWTH INDEX P 2024-10-29 2024-12-18 2525 2364 161 161 INVESCO MAIN STREET R6 P 2023-01-01 2024-04-03 104045 80871 23174 23174 AMRC AVNT SC ETF P 2023-10-26 2024-10-29 23753 19261 4492 4492 ARTISAN INTL VALUE I P 2022-04-05 2024-11-11 2985 2431 554 554 BRIDGE BUILDER LARGE GROWTH P 2022-11-14 2024-12-18 26644 17289 9355 9355 BRIDGE BUILDER LARGE VALUE P 2023-01-01 2024-11-11 2076 1859 217 217 BRIDGE BUILDER SMALL/MID GRW P 2021-12-22 2024-12-18 4981 4885 96 96 BRIDGE BUILDER SMALL/MID VALUE P 2022-12-22 2024-11-11 2330 1762 568 568 BRIDGE BUILDER INTL EQUITY P 2023-01-01 2024-10-29 29603 30002 -399 -399 DODGE & COX STOCK I P 2023-01-01 2024-11-11 6361 4736 1625 1625 AMERICAN FUNDAMENTAL INV F3 P 2023-12-15 2024-12-18 18195 12901 5294 5294 AMERICAN INTL GROWTH & INC F3 P 2023-01-01 2024-04-03 55231 44914 10317 10317 NB MID CAP GROWTH I P 2022-04-05 2024-11-11 7666 6473 1193 1193 PRINCIPAL MIDCAP R6 P 2022-04-05 2024-11-11 19157 14664 4493 4493 AMERICAN BOND FUND OF AMER A P 2020-07-09 2024-05-01 20000 24104 -4104 -4104 AMERICAN CAP INC BUILDER A P 2023-01-01 2024-05-23 15000 12955 2045 2045 AMERICAN GROWTH FD OF AMER A P 2023-01-01 2024-05-23 19177 13345 5832 5832 AMERICAN SMALLCAP WORLD A P 2018-04-03 2024-05-01 50000 47401 2599 2599 AMERICAN BALANCED A P 2023-01-01 2024-11-11 111002 46056 64946 64946 AMERICAN GROWTH FD OF AMER A P 2009-06-23 2024-05-23 62708 20395 42313 42313 175808 5772 0 5772 0 5772 3000 0 2772 0 5772 4 4 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A LANA BARNHISEL 3175901501 1752 GLENCARY CREST INDIANAPOLIS IN 46228 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LANA BARNHISEL 1752 GLENCARY CREST INDIANAPOLIS IN 46228 TRUSTEE 7.00 15000 0 0 LANCE AGNESS 909 NORTH 100 EAST WABASH IN 46992 TRUSTEE 7.00 15000 0 0 NONE 0 NONE 0 THE FOUNDATION DOES NOT DIRECTLY PARTICIPATE IN CHARITABLE ACTIVITIES. THE ACTIVITIES ARE LIMITED TO THE ADMINISTRATION OF GRANTS TO QUALIFIED UNRELATED 501(C)(3) ORGANIZATIONS. THE TOTAL AMOUNT OF THE FOUR LARGEST CHARITABLE CONTRIBUTIONS IS REPORTED HERE. 250000 NONE 0 0 4431180 0 0 4431180 0 0 4431180 66468 4364712 218236 218236 5772 5772 212464 0 212464 0 212464 406511 0 406511 212464 29244 0 0 406511 29244 0 0 212464 164803 0 0 164803 0 0 0 0 0 0 0 164803 164803 X BLAIR LAKE BIBLE CAMP 12500 PRANG STREET ST JONES MI 49061 NONE PC UNRESTRICTED 50000 HONEYWELL FOUNDATION 275 WEST MARKET STREET WABASH IN 46992 NONE PC BUILDING FUND 20000 LEUKEMIA AND LYMPHOMA SOCIETY 9075 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 NONE 501(C)(3) UNRESTRICTED 5000 LIFE CENTER 78 WEST HILL DRIVE WABASH IN 46992 NONE PC UNRESTRICTED 10000 MISSIONS OF HOPE INTERNATIONAL PO BOX 12440 GLENDALE AZ 85018 NONE 501(C)(3) UNRESTRICTED 100000 MS FOUNDATION 3500 DEPAUW BOULEVARD SUITE 1040 INDIANAPOLIS IN 46268 NONE PC UNRESTRICTED 50000 PARKVIEW WABASH FOUNDATION 710 NORTH EAST STREET PO BOX 548 WABASH IN 46992 NONE 501C(3) UNRESTRICTED 50000 TAYLOR UNIVERSITY 236 WEST READE AVE UPLAND IN 46989 NONE PC UNRESTRICTED 10000 UNITED WORLD MISSION 205 REGENCY EXECUTIVE PARK DR SUIT CHARLOTTE NC 28217 NONE 501(C)(3) UNRESTRICTED 23000 WHITE'S RESIDENTIAL & FAMILY SERVICES 5233 S 50 E WABASH IN 46992 NONE PC UNRESTRICTED 25000 YMCA 500 S CASS STREET WABASH IN 46992 NONE PC UNRESTRICTED 7000 350000 0 14 239430 18 175808 0 415238 0 415238 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2795 0 2795 25032 25564 0 0 OTHER INVESTMENTS OVERRIDE AT COST 3841130 4250195 NONDIVIDEND DISTRIBUTION LESS 1250 GAIN 2800 INVESTMENT FEES 21638 0 21638 TRUSTEE FEES 170 0 170 IRS 1908 0 1908