2025-11-17T08:09:19-05:00 2024-12-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990PF 2024-01-01 300024915 HOFFMAN LEGACY FOUNDATION INC HOFF 2604601689 6115 E PICKWICK PARK DR SYRACUSE IN 465679705 GREGORY HOFFMAN DIRECTOR 2604601689 2025-11-11 true true JUDE THOMPSON P00385931 3175661000 2025-11-12 2024 2025-03-06 01:10:19Z X 1176371 X 59839 33 33 19643 19643 10831 110335 34363 90346 54039 3480 885 285 5 5 4370 290 0 123500 123500 127870 290 123500 -37524 53749 14059 16203 16203 533600 490929 1104690 57114 55634 55478 604773 562766 1176371 0 X 604773 562766 604773 562766 604773 562766 604773 -37524 23532 590781 28015 562766 ISHARES CORE S&P 500 GROWTH ETF: IVV D 2015-12-13 2024-02-12 14599 5703 8896 8896 VANGUARD FTSE EMERGING MKTS ETF: VWO D 2019-05-15 2024-02-12 71983 58581 13402 13402 ISHARES FLOATING RATE BOND ETF: FLOT D 2018-08-27 2024-03-05 1475 1480 -5 -5 ISHARES S&P 500 VALUE ETF: IVE D 2023-12-18 2024-06-27 19915 10208 9707 9707 34363 9707 747 747 747 1166 1166 419 419 false false false false false false false true true IN true false false false false true N/A SUSANNE HOFFMAN 2604601689 6115 E PICKWICK PARK DR SYRACUSE IN 465679705 false false false false false false false false false false false false false false false false false false false false GREGORY HOFFMAN 6115 E PICKWICK PARK DR SYRACUSE IN 465679705 DIRECTOR 000.00 0 0 0 SUSANNE HOFFMAN 6115 E PICKWICK PARK DR SYRACUSE IN 465679705 DIRECTOR 000.00 0 0 0 MATTHEW HOFFMAN 694 N LARCH ST 774 SISTERS OR 977590779 PRESIDENT 000.00 0 0 0 RACHEL HOFFMAN 500 S GOODLETT ST MEMPHIS TN 381173608 VICE PRES 000.00 0 0 0 CLAIRE DAVIDSON 1609 DIDDY DRIVE MOUNT PLEASANT SC 29464 TREASURER 000.00 0 0 0 AMANDA COLLINS 32829 CAYUGA HEIGHTS CT NILES MI 491207820 SECRETARY 000.00 0 0 0 NONE NONE N/A 1056547 8220 0 1064767 1064767 15972 1048795 52440 52440 747 747 51693 51693 51693 123500 123500 51693 38856 68343 84399 76766 51448 319812 123500 51693 71807 391619 0 38856 352763 68343 84399 76766 51448 71807 X FOCUS - FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS 603 PARK POINT DR STE 200 GENESEE CO 80401 NONE PUBLIC CHARITABLE 75000 UNIVERITY OF NOTRE DAME 400 MAIN BUILDING NOTRE DAME IN 46556 NONE PUBLIC CHARITABLE 20000 HOLY CROSS COLLEGE PO BOX 308 NOTRE DAME IN 46556 NONE PUBLIC CHARITABLE 15000 ST FRANCIS BY THE SEA CATHOLIC CH 45 BEACH CITY RD HILTON HEAD ISLAND SC 29926 NONE PUBLIC CHARITABLE 5000 ST MARTIN DE PORRES 6941 E WACO DR SYRACUSE IN 46567 NONE PUBLIC CHARITABLE 5000 DIOCESE OF FORT WAYNE PO BOX 390 FORT WAYNE IN 46801 NONE PUBLIC CHARITABLE 1000 DIOCESE OF CHARLESTON 24 POPE AVE HILTON HEAD ISLAND SC 29928 NONE PUBLIC CHARITABLE 1000 MATTHEW 25 DENTALHEALTH 413 E JEFFERSON ST FORT WAYNE IN 46802 NONE PUBLIC CHARITABLE 1000 WAWASEE AREA CONSERVANCY FDN 11586 N STATE ROAD 13 SYRACUSE IN 46567 NONE PUBLIC CHARITABLE 500 123500 14 33 14 19643 14 10831 30507 30507 false false false false false false false false false false X X 1 EDWARD AND AMANDA COLLINS 32829 CAYUGA HEIGHTS CT NILES MI 491207820 59839 X 1 475.342 SH ISHARES SCHWAB LARGE- 17540 2024-12-12 1 367.2910 SH ISHARES AMERICAN FUN 30526 2024-12-12 1 59.1433 SH ISHARES S&P 500 VALUE 11773 2024-12-12 ACCOUNTING FEES 3480 ISHARES FLOATING RATE BOND ETF 55634 55478 ISHARES CORE MSCI EMERGING ETF 48393 49609 ISHARES MSCI PACIFIC ETF 24987 30183 ISHARES TR S&P MIDCAP 400 INDEX FUND 11825 28663 ISHARES TR S&P SMALLCAP 600 INDEX FD 13689 29035 ISHARES TR S&P 500 INDEX FUND 135560 405601 ISHARES CORE US REIT 103442 144421 ISHARES TR S& P 500 GROWTH ETF 85421 298295 VANGUARD FTSE EMERGING 13889 18409 ISHARES S&P 500 VALUE ETF 27494 56337 AMERICAN FUNDS GROWTH FUND OF AMER 17388 27091 SCHWAB LARGE-CAP GROWTH 8841 17046 CURRENT YEAR BOOK/TAX BASIS ADJ - STK CONTRIBUTED 28015 EXPENSES INVESTMENT FEES 5 5 FOREIGN TAXES PAID 285 285 INDIRECT TAXES 600