2025-08-07T06:38:38-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990PF 2024-01-01 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 2025-08-06 1 1 LAURA KIELCZEWSKI P00740769 2122970400 2025-07-30 2024 2025-03-06 01:10:19Z X 7148436 X 1490723 193802 193802 193802 -233108 3610643 0 0 109820 0 109820 1561237 193802 303622 149072 0 7513 141559 108163 0 0 108163 25308 0 0 25308 4695 0 0 4695 15698 7849 0 7849 74670 43399 0 31271 19441 0 0 0 12551 0 0 12551 23252 0 0 23252 344907 43831 296109 48798 777757 95079 303622 403446 287293 287293 1065050 95079 303622 690739 496187 98723 0 1467 148794 2320158 2326525 12180 12180 12180 4957955 3300823 4809731 5120396 5633161 7148436 0 0 X 0 0 0 0 5120396 5633161 5120396 5633161 5120396 5633161 5120396 496187 16578 5633161 0 5633161 PUBLICLY TRADED SECURITIES P 3605634 3843721 -238087 -238087 CAPITAL GAINS DIVIDENDS P 5009 5009 5009 -233078 0 1372 0 1372 0 1372 8920 0 0 0 8920 0 7548 7548 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 0 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 35 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. 45128 0 5634816 1106242 0 6741058 0 0 6741058 101116 6639942 331997 X 690739 0 690739 2024-06-17 X 0 0 0 0 0 0 0 0 0 0 690739 528557 0 0 1219296 0 15973 0 0 15973 690739 512584 0 0 1203323 6081624 6081624 162436 162436 221331 173232 0 0 394563 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. A SPRING OF HOPE PO BOX 19363 SPOKANE WA 99219 PC GENERAL SUPPORT 4500 AMIZETTA ESTATE WINERY 1099 GREENFIELD RD ST HELENA CA 94574 PC GENERAL SUPPORT 33504 BRENDA BOYD 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 167 BRENDA GAETA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 53 CARRIE CARLSON 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 150 CATHERINE PAGE 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 60 CLARISSA CASTIL 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 319 DAVID SONEGO MD PC 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 6536 DENISE KUEHNER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 500 DIANA ROBLES GARCIA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 280 ELIZABETH BARBER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 880 EMMA MCDONALD 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 358 EVELIN PERLA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 503 GROWING KIDS LEARNING 17850 IRELAND RD SOUTH BEND IN 46614 PC GENERAL SUPPORT 9863 JEN GRUPP 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 400 JOHN LEINWEBER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 7000 JORGE PAVON 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 236 KATHLEEN KOHN 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 150 KRISTEN GIVENS 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 53 LA LUMIERE SCHOOL INC 6801 N WILHELM RD LA PORTE IN 46350 PC GENERAL SUPPORT 605 LILIA MIRKHABUTDINOVA 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 6772 LILY SWANK 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1196 LINDSAY CONOR 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 160 LINDSEY HAB 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1500 LIZETH RODRIGUEZ 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 290 MARIA RAZZO 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 79 MARIAN HIGH SCHOOL 1311 S LOGAN ST MISHAWAKA IN 46544 PC SCHOLARSHIP 4251 MARIE PAQUIN 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 818 MARY PICKEN CORSONES 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1745 MATTHEW SHUCK 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 840 MEGHAN HEALEY 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 230 MICKEY DOYLE 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 1756 NANCY MERCURIO 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 4148 NICOLE BEEMAN 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 53 OLGA JIMENEZ 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 360 OLIVIA CRITCHLOW 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 3000 PURDUE UNIV 610 PURDUE MALL WEST LAFAYETTE IN 47907 PC GENERAL SUPPORT 4742 ROBIN'S NEST 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 I SCHOLARSHIP 882 SAINT MARY'S COLLEGE LE MANS HALL 149 ST MARY S COLLEGE NOTRE DAME IN 46556 PC SCHOLARSHIP 9099 SAVINO RIVERA II 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 50 SHANE HEETER 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 360 ST JUDES CATHOLIC SCHOOL FOUNDATION 1750 SUNSET DRIVE SUITE A ROCK SPRINGS WY 82901 PC SCHOLARSHIP 887 ST JOSEPH PARISH 226 N HILL ST SOUTH BEND IN 46617 PC SCHOLARSHIP 2105 STANLEY CLARK SCHOOL 3123 MIAMI ST SOUTH BEND IN 46614 PC SCHOLARSHIP 161580 STEPHANIE BAHUS 3900 EDISON LAKES PARKWAY MISHAWAKA IN 46545 NONE I SCHOLARSHIP 3244 THE HISTORY MUSEUM 808 WEST WASHINGTON STREET SOUTH BEND IN 46601 PC GENERAL SUPPORT 5000 THE MONTESSORI ACADEMY AT EDISON 530 E DAY ROAD MISHAWAKA IN 46545 PC SCHOLARSHIP 5516 WEST SIDE PRESCHOOL 63 W 92ND ST GROUND FLOOR NEW YORK NY 10025 PC GENERAL SUPPORT 513 287293 0 18 193802 18 -233108 -98173 0 -39306 -98173 -137479 9 2024 WINE DINNER 0 0 0 0 0 0 0 0 0 0 X X 1 AMIZETTA FAMILY ESTATE WINES 1099 GREENFIELD ROAD SAINT HELENA CA 94574 52356 X 2 ANDREA VINSTRA 22040 WAGON WHEEL LN EDWARDSBURG MI 49112 9000 X 3 ANDREW MAYS 3767 VERMONT ROAD ATLANTA GA 30319 6000 X 4 ANDREW POCOCK 51701 BRITTANY CT GRANGER IN 465308730 10000 X 5 AZUR WINES 2238 FIRST AVENUE NAPA CA 94558 16104 X 6 BERKADIA THREE ALLIANCE CENTER 3550 LENOX RO ATLANTA GA 30326 25000 X 7 BETH SCHULTZ 16162 COBBLESTONE SQUARE DRIVE GRANGER IN 46530 7772 X 8 BRUCE NEWSWANGER 23338 SHORELANE ELKHART IN 465144566 7195 X 9 CASEY DILLON 4222 E 200 N LAFAYETTE IN 47905 23316 X 10 CHRIS MURPHY 1237 EAST JEFFERSON BLVD SOUTH BEND IN 46617 54500 X 11 CHRISTINE BARRETT 1229 RIDGEDALE RD SOUTH BEND IN 466142107 15500 X 12 CHRISTOPHER COULTER 226 CIRCLE PARKWAY WILLIAMS BAY WI 53191 12000 X 13 CLINTON SQUADRONI 1122 ALINE CT SOUTH BEND IN 466142189 5591 X 14 COHNREZNICK 1 SOUTH WACKER DRIVE SUITE 3550 CHICAGO IL 60606 10000 X 15 COMMUNITY FOUNDATION OF ELKHART COUNTY 240 EAST JACKSON BLVD SUITE 104 ELKHART IN 46516 165350 X 16 DANIEL LUCK 1132 NAPOLEON STREET SOUTH BEND IN 46617 10000 X 17 DOUG RASSI 6226 E TRUSDELL AVE SYRACUSE IN 465679419 9000 X 18 ED SMITH 9394 WHIM TRL RICHLAND MI 490839595 7500 X 19 EMILY KSIEZOPOLSKI 51980 MEADOW RIDGE COURT GRANGER IN 46530 6000 X 20 ERIC CHASE 22152 WHITE SPRUCE CT SOUTH BEND IN 46628 11399 X 21 ERNEST KATAI 41560 BURROUGHS AVE NOVI MI 48377 5500 X 22 FRANCIS ELLERT 304 N SHORE LN CULVER IN 46511 5699 X 23 HAGEMAN GROUP LLC 12821 EAST NEW MARKET ST SUITE 200 CARMEL IN 46032 10000 X 24 HAMILTON COUNTY COMMUNITY FOUNDATION 11810 TECHNOLOGY DRIVE FISHERS IN 46038 5000 X 25 HIGHLAND COMMERCIAL MORTGAGE 242 INVERNESS CENTER DRIVE BIRMINGHAM AL 35242 25000 X 26 INXPRESS 1122 ALINE CT SOUTH BEND IN 46614 7000 X 27 JAMES FELLOWES 343 E JEFFERSON AVE WHEATON IL 60187 5000 X 28 JAMES SCHWARTZ 30751 MAGICIAN TER DOWAGIAC MI 49047 9750 X 29 JEFF SHUCK 1720 STONECREEK DRIVE NILES MI 49120 15000 X 30 JOHN ALLEN 827 COLLEGE AVE CULVER IN 46511 5000 X 31 JOHN GARR II PO BOX 619 CONVERSE IN 469190619 125000 X 32 JOSEPH SCIMIA 124 CHATHAM HILLS BLVD WESTFIELD IN 46074 5181 X 33 JOSH MILLER 51680 BLUFFSIDE CT GRANGER IN 465307055 31606 X 34 JT RESTAURANTS INC 727 S EDDY STREET SOUTH BEND IN 46615 5500 X 35 JT SCHWARTZ 16094 COBBLESTONE SQUARE DR GRANGER IN 46530 5500 X 36 KEN LEWTON 9200 LAS MANAITAS AVENUE UNIT 402 LAS VEGAS NV 89144 10363 X 37 KEVIN BAXTER 230 E DAY RD SUITE 100 MISHAWAKA IN 46545 5181 X 38 LANCE SWANK 1201 E NORTHSHORE DR SYRACUSE IN 465678474 14500 X 39 LARRY SWANK II 1327 HONAN DR SOUTH BEND IN 466142175 20832 X 40 LARRY SWANK SR 1155 DUNROBBIN LANE SOUTH BEND IN 46614 202033 X 41 LAVANTURE PRODUCTS 3806 GALLATIN WAY ELKHART IN 46514 27500 X 42 MARDOT LP 50885 WALDON PARK LANE GRANGER IN 46530 10000 X 43 MARK MCCOOL 31 MYSTIC VIEW LN DOYLESTOWN PA 189012040 10250 X 44 MARSHALL REAVIS 466 SUNRISE AVE LAKE BLUFF IL 600442650 25000 X 45 MICHAEL J STEPHEN SR & LUCILE G STEPHEN FAMILY FOUNDATION 1925 N 78TH AVENUE ELMWOOD PARK IL 60707 5000 X 46 MICHELE FABI 8357 GLENWYND DR KALAMAZOO MI 49009 5000 X 47 MICHIANA EYE CENTER 230 EAST DAY ROAD SUITE 100 MISHAWAKA IN 46545 10000 X 48 MIKE GARATONI 1610 RIVERVIEW BLVD OSCEOLA IN 465613529 5250 X 49 NATE GOLM 1010 SIMON ROAD HUNTERTOWN IN 46748 25250 X 50 PATRICIA LUCK 1132 NAPOLEON ST SOUTH BEND IN 466171458 9000 X 51 PATTY BRADY 51891 MEADOW RIDGE CT GRANGER IN 465306118 6250 X 52 PAUL PHAIR 305 W NORTH SHORE DR SOUTH BEND IN 46617 5000 X 53 PETE HODO 242 INVERNESS CENTER DR BIRMINGHAM AL 352424834 26250 X 54 PROSPECT RIDGE 640 5TH AVENUE 8TH PL NEW YORK NY 10019 7000 X 55 QUIGG FUND INC 1114 NEWHALL DRIVE FARIBAULT MN 55021 10000 X 56 REBECCA BONTREGER 10019 COUNTY ROAD 16 MIDDLEBURY IN 46540 5440 X 57 RICHARD LAVANTURE PO BOX 40 BRISTOL IN 46507 5250 X 58 RICHARD LEVINE 3040 WELLINGTON ROAD ALPHARETTA GA 30022 63922 X 59 RICK FERRARA 51519 STATE ROAD 933 SOUTH BEND IN 46637 16250 X 60 RICK PARKER 9000 KEYSTONE CROSSING 7TH FLOOR INDIANAPOLIS IN 46240 10750 X 61 RICK ROLPH 3241 COUNTRY CLUB PKWY CASTLE ROCK CO 80108 5000 X 62 SHERRY SWANK 1155 DUNROBBIN LANE SOUTH BEND IN 46614 13801 X 63 SHETAL PATEL 14208 AVERY PT GRANGER IN 46530 22487 X 64 SPOKE REAL ESTATE CAPITAL 875 N HIGH STREET SUITE 300 COLUMBUS OH 43215 25000 X 65 STEVE HAGEMAN 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 10250 X 66 SUZIE WEIRICK 23268 SHORELANE ELKHART IN 46514 12750 X 67 TAFT ONE INDIANA SQUARE SUITE 3500 INDIANAPOLIS IN 462042023 10000 X 68 THE BALDWIN GROUP 4211 W BOY SCOUT BLVD SUITE 800 TAMPA FL 33607 10000 X 69 THE MEDLAW PARTNERS LLC PO BOX 40586 INDIANAPOLIS IN 46240 5000 X 70 TODD BROWNE 5155 PLANTATION DR INDIANAPOLIS IN 462501640 40750 X 71 TRACY GRAHAM 1021 ST PETER SOUTH BEND IN 46617 6500 X 72 UNIVERSITY OF NOTRE DAME TAX DEPARTMENT 724 GRACE HALL NOTRE DAME IN 46556 9350 X 73 WILLIAM EDWARDS 4240 STRATHMORE LANE ZIONSVILLE IN 46077 11399 X 74 MARTA BRUMMELL 1480 STONECREEK DRIVE NILES MI 49120 23600 X 74 STOCKS 23600 2024-12-31 ACCOUNTING 15698 7849 0 7849 STOCKS, OPTIONS & ETFS 3221860 4711434 MUTUAL FUNDS 78963 98297 LEGAL FEES 4695 0 0 4695 OTHER EXPENSES 859 0 859 0 WINE DINNER EXPENSES 207993 0 207993 0 FILING FEES 985 0 0 985 FURNITURE AND EQUIPMENT 21000 0 0 21000 MARKETING 21233 0 21233 0 OFFICE EXPENSES 16014 0 0 16014 INSURANCE - D&O AND GENERAL LIABILITY 10799 0 0 10799 BANK AND TRANSACTIONAL FEES 66024 43831 66024 0 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 109820 109820 COST BASIS ADJUSTMENT 16578 ADVISORY FEE 43399 43399 0 0 OTHER PROFESSIONAL FEES 31271 0 0 31271 FEDERAL EXCISE TAX 19441 0 0 0