2026-07-27T11:12:34-05:00 2025-12-31 204222317 MS CASSEN AND COMPANY PC 1702 BROAD RIPPLE AVENUE INDIANAPOLIS IN 462202362 990PF 2025-01-01 352063157 MAR C RICHARDS CHAR FOUND INC DBA MCR FOUNDATION MARC 3178417643 7643 WILLIAM PENN PLACE INDIANAPOLIS IN 46256 MARGARET C RUSSELL PRESIDENT 3178417643 2026-06-18 1 ROBERT E DAVIS CPA P00062177 3179233324 2025 2025-03-06 01:10:19Z X 1158875 X X 39524 39524 41355 708787 41355 217 217 81096 81096 50280 0 50280 2875 1437 1438 10862 0 10862 4711 575 4136 1978 1978 0 70706 3990 66716 243500 243500 314206 3990 310216 -233110 77106 -2 122056 167181 167181 211627 151411 261231 893659 675223 730463 1227340 993815 1158875 0 199 0 199 X 466029 466029 0 0 761311 527587 1227340 993616 1227340 993815 1227340 -233110 0 994230 614 993616 MORGAN STANLEY #124450 P 2025-01-01 2025-12-31 369154 368538 616 616 MORGAN STANLEY #124450 P 2024-01-01 2025-12-31 334365 298672 35693 35693 MORGAN STANLEY WASH SALE LOSS P 2025-01-01 2025-12-31 2337 2337 2337 MORGAN STANLEY WASH SALE LOSS P 2024-01-01 2025-12-31 1626 1626 1626 MORGAN STANLEY BASIS ADJ P 2024-01-01 2025-12-31 222 -222 -222 CAPITAL GAINS DIVIDENDS P 1305 1305 1305 41355 1072 0 1072 0 1072 0 0 0 0 0 30 1102 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A MARJORIE WILKERSON 3174434590 1759 DEVONSHIRE AVENUE AVON IN 46123 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET C RUSSELL 23810 TUSCANY WAY BONITA SPRINGS FL 34134 PRESIDENT & TREASURER 8.00 0 0 0 MARY K SCHNITZ 11088 SPRINGMILL LN CARMEL IN 46032 BOARD MEMBER 1.00 0 0 0 MARJORIE WILKERSON 1759 DEVONSHIRE AVE AVON IN 46123 EXEC DIR & SECY 30.00 50280 0 0 PAM SMITH 5035 BUCKEYE CT CARMEL IN 46033 BOARD MEMBER 1.00 0 0 0 MARJORIE WILKERSON 1759 DEVONSHIRE AVENUE AVON IN 46123 SECRETARY 30.00 0 0 0 0 NONE 0 0 1171985 114344 0 1286329 0 0 1286329 19295 1267034 63352 63352 1072 1072 62280 0 62280 0 62280 310216 0 310216 62280 0 0 61197 30067 80210 96154 220447 488075 310216 0 0 0 62280 247936 0 0 736011 0 0 0 0 0 0 61197 674814 30067 80210 96154 220447 247936 X COLLEGE OF CHARLESTON 66 GEORGE STREET CHARLESTON SC 29424 NONE PC TO FUND OPERATIONS 2000 DISABLED AMERICAN VETS 575 N PENNSYLVANIA AVE INDIANAPOLIS IN 46204 NONE PC TO FUND OPERATIONS 5000 HUMANE SOCIETY HAMILTON COUNTY 7959 MICHIGAN STREET INDIANAPOLIS IN 46268 NONE PC TO FUND OPERATIONS 5000 ASSISTANCE LEAGUE OF INDIANAPOLIS 1475 W 86TH ST INDIANAPOLIS IN 46260 NONE PC TO FUND OPERATIONS 25000 BAY PRESBYTERIAN CHURCH 9751 BONITA BEACH RD SE BONITA SPRINGS FL 34135 NONE PC TO FUND OPERATIONS 6000 CEO SOUTHWEST FLORIDA 13241 UNIVERSITY DR STE 102 FORT MYERS FL 33907 NONE PC TO FUND OPERATIONS 10000 GEIST CHRISTIAN CHURCH 8550 MUD CREEK RD INDIANAPOLIS IN 46256 NONE PC TO FUND OPERATIONS 27000 HVAF OF INDIANA INC 964 N PENNSYLVANIA AVE INDIANAPOLIS IN 46204 NONE PC TO FUND OPERATIONS 20000 INDIANAPOLIS MOTOR SPEEDWAY MUSEUM 4790 W 16TH STREET INDIANAPOLIS IN 46222 NONE PC TO FUND OPERATIONS 3000 OSD INDIANA 1200 E 42ND ST INDIANAPOLIS IN 46205 NONE PC TO FUND OPERATIONS 10000 MARION COUNTY FIRE CHIEF 450 W 21ST ST INDIANAPOLIS IN 46202 NONE PC TO FUND OPERATIONS 30000 SALVATION ARMY 6060 CASTLEWAY DR INDIANAPOLIS IN 46236 NONE PC TO FUND OPERATIONS 2500 NATIONAL KIDNEY FDN OF INDIANA 911 E 86TH ST INDIANAPOLIS IN 46240 NONE PC TO FUND OPERATIONS 25000 OUTREACH INC 2416 E NEW YORK ST INDIANAPOLIS IN 46201 NONE PC TO FUND OPERATIONS 1000 PAWS ASSISTANCE INC 3645 GATEWAY LANE NAPLES FL 34109 NONE PC TO FUND OPERATIONS 20000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC TO FUND OPERATIONS 7500 SHELTERING WINGS 1251 SYCAMORE LANE INDIANAPOLIS IN 46122 NONE PC TO FUND OPERATIONS 10000 TUNNEL TO TOWERS FDN 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC TO FUND OPERATIONS 25000 THE U FOUNDATION 2198 REEVES RD BLDG 2A PLAINFIELD IN 461687927 NONE PC TO FUND OPERATIONS 8000 USS BORDELON REUNION 242 TUNICA DR W MARKSVILLE LA 71351 NONE PC TO FUND OPERATIONS 1500 243500 0 39524 217 41355 0 0 81096 81096 4 THE ACTIVITY PROMOTES CHARITABLE GIVING 8 THE ACTIVITY PROMOTES CHARITABLE GIVING 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2875 1437 1438 MORG STAN INVEST ACCT#124450 151411 261231 MORG STAN INVEST ACCT#124450 AT COST 675223 730463 FEDERAL INCOME TAX 614 OFFICE EXP & MISC 1978 1978 0 MORGAN STANLEY #124450 217 217 217 PAYROLL TAX WITHHELD 0 199 INVEST MGMT & RELATED FEES 10862 0 10862 PAYROLL TAXES 4136 0 4136 FOREIGN TAX PAID 575 575 0