2026-03-18T12:03:10-05:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC 202 WEST BERRY STREET SUITE 600 FORT WAYNE IN 46802 990PF 2025-01-01 320008007 FREELAND FAMILY FOUNDATION INC FREE 2604367100 202 W BERRY ST SUITE 400 FORT WAYNE IN 46802 TODD FREELAND PRESIDENT 2604367100 2026-03-06 1 JAMES P MOORE P01257864 2604968297 2026-03-06 2025 2025-03-06 01:10:19Z X 1117009 X X 642 642 47293 47293 72545 354348 72545 120480 120480 0 0 0 3760 0 3760 12067 12067 0 1233 503 0 1378 0 0 18438 12570 3760 235000 235000 253438 12570 238760 -132958 107910 49533 38172 38172 0 10913 10913 860200 837503 837503 196473 164113 164113 58279 66179 66179 0 129 129 1164485 1117009 1117009 0 0 X 0 0 0 0 1164485 1117009 1164485 1117009 1164485 1117009 1164485 -132958 97243 1128770 11761 1117009 PUBLICLY TRADED SECURITIES 354348 281803 72545 72545 72545 1500 0 1500 0 1500 640 0 0 0 640 0 860 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A VICKI LUEBKE 2604367100 202 W BERRY ST SUITE 400 FORT WAYNE IN 46802 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TODD R FREELAND 202 WEST BERRY STREET SUITE 400 FORT WAYNE IN 46802 PRESIDENT 0.20 0 0 0 VICKI J LUEBKE 202 WEST BERRY STREET SUITE 400 FORT WAYNE IN 46802 SECRETARY 0.50 0 0 0 TIFFANY REGO 202 WEST BERRY STREET SUITE 400 FORT WAYNE IN 46802 DIRECTOR 0.10 0 0 0 LINDSAY FALK 202 WEST BERRY STREET SUITE 400 FORT WAYNE IN 46802 DIRECTOR 0.10 0 0 0 AUSTIN FREELAND 202 WEST BERRY STREET SUITE 400 FORT WAYNE IN 46802 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 1205701 27285 0 1232986 0 0 1232986 18495 1214491 60725 60725 1500 1500 59225 0 59225 0 59225 238760 0 238760 59225 0 0 15844 30263 46107 238760 0 0 0 59225 179535 0 0 225642 0 0 0 0 0 0 0 225642 15844 30263 179535 X DESTINY RESCUE 10339 DAWSONS CREEK BLVD SUITE C FORT WAYNE IN 46825 N/A PC TO RESCUE CHILDREN FROM SEXUAL EXPLOITATION AND HUMAN TRAFFICKING AND HELP THEM STAY FREE. 10000 JUNIOR ACHIEVEMENT 550 E WALLEN ROAD FORT WAYNE IN 46825 N/A PC TO HELP YOUNG PEOPLE DISCOVER WHAT'S POSSIBLE IN THEIR LIVES 100000 AARON'S FUND 4803 OAK MAST TRAIL FORT WAYNE IN 46804 N/A PC TO PROVIDE A TOUCH OF JOY AND COMFORT TO FAMILIES DEALING WITH CHILDHOOD CANCER. 20000 VAN WERT YMCA 241 W MAIN STREET VAN WERT OH 45891 N/A PC TO SUPPORT PROGRAMS THAT PROMOTE HEALTH, EDUCATION, OPPORTUNITY, AND INCLUSION FOR CHILDREN AND FAMILIES. 20000 AVALON MISSIONARY CHURCH 1212 LOWER HUNTINGTON ROAD FORT WAYNE IN 46819 N/A PC TO HELP CONNECT AND ENGAGE PEOPLE IN THE FORT WAYNE COMMUNITY ENGAGE WITH CHRIST. 10000 THE FORT WAYNE RESCUE MISSION 404 E WASHINGTON BLVD FORT WAYNE IN 46802 N/A PC TO HELP PROVIDE A HOME FOR THE HOMELESS, FOOD FOR THE HUNGRY, AND HOPE FOR THEIR FUTURE. 10000 FORT WAYNE SEXUAL ASSAULT TREATMENT CENTER 1420 KERRWAY CT FORT WAYNE IN 46805 N/A PC TO PROVIDE VICTIMS OF SEXUAL ASSAULT RESOURCES SO THEY CAN GET THE HELP AND CARE THEY NEED. 10000 HUMANE FORT WAYNE 901 LEESBURG ROAD FORT WAYNE IN 46808 N/A PC TO PROVIDE RESOURCES FOR ANIMALS TO FIND AND KEEP THEIR FOREVER HOMES. 10000 RAPTOR CENTER PO BOX 1153 NASHVILLE IN 47448 N/A PC TO HELP PROVIDE RESOURCES TO RESCUE INJURED OR ORPHANED WILD BIRDS, AND THEIR REHABILITATION TO THE WILD. 10000 SHEPHERD'S HOUSE 519 TENNESSEE AVENUE FORT WAYNE IN 46805 N/A PC TO HELP PROVIDE VETERANS RESOURCES TO BUILD A FOUNDATION OF SOBRIETY AND REGAIN THEIR DIGNITY WITHIN SOCIETY. 10000 SOARIN' HAWK 17688 LIMA ROAD HUNTERTOWN IN 46748 N/A PC TO HELP CONSERVE OUR RAPTOR POPULATION THROUGH EDUCATION AND REHABILITATION. 10000 TURNSTONE SERVICES 3320 N CLINTON STREET FORT WAYNE IN 46805 N/A PC TO HELP PROVIDE SERVICES TO MEET THE NEEDS OF KIDS AND ADULTS WITH PHYSICAL, VISUAL, DEVELOPMENTAL, AND NEUROLOGICAL DISABILITIES AND THEIR FAMILIES. 10000 YOUNG MOTHERS OF AMERICA 2610 NEW HAVEN AVENUE FORT WAYNE IN 46803 N/A PC TO HELP UTILIZE COMMUNITY PARTNERSHIPS TO IMPROVE THE LIVES OF CHILDREN, AT RISK MOTHERS AND THE OVERALL FAMILY STRUCTURE. 5000 235000 0 14 642 14 47293 18 72545 0 120480 0 120480 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3760 0 3760 SIX CIRCLES GLOBAL BOND 43818 43818 VANGUARD TOTAL INTL BOND ETF 43778 43778 VANGUARD INT-TERM CORPORATE 10888 10888 SIX CIRCLES CREDIT OPPORT 21909 21909 VANGUARD MORTGAGE-BACKED SEC 10923 10923 LORD ABBETT SHRT DUR INC-F3 21909 21909 VANGUARD TOTAL BOND MARKET 10888 10888 FIDELITY 500 INDEX FUND 450549 450549 JPMORGAN BETABUILDERS DEVELO 16271 16271 JPMORGAN BETABUILDERS JAPAN ETF 32691 32691 SIX CIRCLES INTL UNCON EQ 98659 98659 JPMORGAN BETABUILDERS CANADA 21762 21762 FIDELITY INTL INDX-INST PRM 32830 32830 SIX CIRCLES US UNCONSTR EQ 162824 162824 JPMORGAN BETABUILDERS EUROPE ETF 21917 21917 10913 10913 0 0 PIMCO MRTG OPP & BND-INST FMV 6390 6390 NEUBERGER BERMAN LONG SH-INS FMV 10945 10945 BLACKSTONE ALT MUTLI-STRAT-Y FMV 15939 15939 SIX CIRCLES MULIT-STRAT FMV 32905 32905 DIVIDEND RECEIVABLE 0 129 129 BOOK/TAX ADJUSTMENT 11761 OFFICE SUPPLIES 1378 0 0 UNREALIZED GAINS 97243 INVESTMENT ADVISORY FEES 12067 12067 0 FEDERAL INCOME TAX 730 0 0 FOREIGN TAXES 503 503 0