2026-03-16T13:50:11-04:00 2025-11-30 381984553 CHALMERS & KENDALL CPA'S PLLC 38701 SEVEN MILE RD STE 130 LIVONIA MI 48152 990PF 2024-12-01 356030029 LEVINE FAMILY OF LAPORTE FOUNDATION LEVI 2198777974 128 VALENTINE COURT MICHIGAN CITY IN 46360 MARK JACOBI PRESIDENT 2198777974 2026-02-26 true true STEPHEN L HAYES CPA P00775006 2483539353 2026-02-26 2024 2025-03-06 01:10:19Z X 305187 X X 27 27 7498 7498 9725 31352 9725 17250 17250 1525 1525 217 1742 1525 0 15774 15774 17516 1525 15774 -266 15725 3123 2289 2289 243304 243872 302898 246427 246161 305187 0 X 246427 246161 246427 246161 246427 246161 246427 -266 246161 246161 PEAR TREE POLARIS FOREIGN SM CAP P 2024-12-17 2025-11-13 412 331 81 81 BRIDGEWAY ULTRA SMALL CO P 2023-05-03 2025-11-17 4770 3399 1371 1371 PEAR TREE POLARIS FOREIGN SM CAP P 2025-11-13 12676 10174 2502 2502 VANGUARD DEVELOPED MARKETS INDEX P 2023-05-03 2025-11-17 7000 5306 1694 1694 VANGUARD INDEX S&P500 P 2024-07-12 2025-11-17 1230 1035 195 195 WISDOMTREE EMERGING MARKETS SM CAP P 2023-05-03 2025-11-17 1704 1382 322 322 9725 81 219 219 219 219 false false false false false false false true true IN true false false false false true NONE MARK JACOBI 2198777974 128 VALENTINE COURT MICHIGAN CITY IN 46360 false false false false false false false false false false false false false false false false false false false false MARK JACOBI 128 VALENTINE COURT MICHIGAN CITY IN 46360 PRESIDENT 0.50 0 0 0 JOAN RUSSELL 2237 MOCKINGBIRD COURT DURANGO CO 81301 VICE PRESIDE 0.50 0 0 0 JUDY JACOBI 128 VALENTINE COURT MICHIGAN CITY IN 46360 SECRETARY 0.25 0 0 0 MICHAEL RUSSELL 2237 MOCKINGBIRD COURT DURANGO CO 81301 TREASURER 0.25 0 0 0 REMY RUSSELL 3664 E SUMMERHILL DR COTTONWOOD HEIGHTS UT 84121 BOARD MEMBER 0.25 0 0 0 NONE NONE N/A 294661 2706 0 297367 297367 4461 292906 14645 14645 219 219 14426 14426 14426 15774 15774 14426 3244 3244 15774 14426 1348 4592 0 4592 3244 1348 NONE NONE MARK JACOBI 128 VALENTINE COURT MICHIGAN CITY IN 46360 2198777974 SUBMIT IN WRITING. INCLUDE PURPOSE FOR WHICH FUNDS WILL BE USED. OCTOBER 15 OF EACH YEAR FOR THE FOLLOWING YEAR. EDUCATION, HEALTH CARE, RELIGIOUS PURPOSES - PRIMARILY IN NORTHERN INDIANA AND COLORADO. CONGREGATION B'NE ZION 128 VALENTINE CT MICHIGAN CITY IN 46360 CEMETERY 5000 DURANGO BOTANICAL GARDENS 1900 E 3RD AVE DURANGO CO 81301 ENVIRONMENT 774 INDIANA JEWISH HISTORICAL SOCIETY 6705 HOOVER RD INDIANAPOLIS IN 46260 HISTORICAL EDUCATION 500 LAPORTE COUNTY HISTORICAL SOCIETY 2405 INDIANA AVE LAPORTE IN 46350 HISTORICAL EDUCATION 500 LAPORTE COUNTY SYMPHONY ORCHESTRA 307 KINGSBURY AVE LAPORTE IN 46350 ARTS 1500 MANNA DURANGO SOUP KITCHEN 1100 AVENIDA DEL SOL DURANGO CO 81301 COMMUNITY ASSISTANCE 1000 MICHIGANCITY CHAMBER MUSIC FESTIVAL PO BOX 894 MICHIGAN CITY IN 46360 ARTS 1000 OPEN DOOR COMMUNITY ALLIANCE 301 W HOMER ST MICHIGAN CITY IN 46361 HEALTH 2000 SACRED HEART FOOD PANTRY 326 W 10TH ST MICHIGAN CITY IN 46360 COMMUNITY ASSISTANCE 2000 UTAH FOOD BANK 3150 S 900 W SOUTH SALT LAKE UT 84119 COMMUNITY ASSISTANCE 1000 WAUS FM RADIO 4160 E CAMPUS DR BERRIEN SPRINGS MI 49104 ARTS/EDUCATION 250 WVPE PUBLIC RADIO 2424 CALIFORNIA RD ELKHART IN 46514 ARTS/EDUCATION 250 15774 14 27 14 7498 18 9725 17250 17250 false false false false false false false false false false CHALMERS & KENDALL, CPAS, PLLC 1525 1525 STOCK FUNDS 55995 70900 EQUITY FUNDS 146000 189572 FIXED INCOME FUNDS 34443 34895 BOND FUNDS 7434 7531 FEDERAL EXCISE TAX 217