2017-07-05T13:06:18-05:00 2016-12-31 205804172 BGBC PARTNERS LLP 300 N MERIDIAN ST STE 1100 INDIANAPOLIS IN 46204 990PF 2016-01-01 208337136 JONES FAMILY FOUNDATION INC JONE 3173467300 42 E JEFFERSON STREET FRANKLIN IN 46131 JENNIFER AUGER PRESIDENT 3173467300 2017-06-08 1 HOWARD I GROSS CPAABVCFF CFP P00109138 3176334700 2017-06-05 38.109.176.242 2017-06-08 12:59:04 US P 22F60D287130DBBD063E9AE642556CFA14104256 22D33DCD478FA3073FF2D24D9E105D3071E16F49 2016 2021-01-29 14:40:06Z X 390258 X X 7832 7832 10886 87613 10886 18718 18718 0 0 0 4058 2029 2029 3230 1615 1615 119 29 90 255 128 127 7662 3801 3861 21640 21640 29302 3801 25501 -10584 14917 37017 49018 49018 320490 297905 341240 357507 346923 390258 0 0 X 0 0 0 0 357507 346923 357507 346923 357507 346923 357507 -10584 0 346923 0 346923 ISHARES S&P NORTH AM FD P 2013-05-22 2016-12-21 363 408 -45 -45 ISHARES S&P NORTH AM FD P 2010-06-29 2016-12-21 10899 9335 1564 1564 JHANCOCK DISCIPLINED P 2012-12-19 2016-12-21 6000 3683 2317 2317 HARBOR BOND FUND INST CL P 2010-06-29 2016-11-23 40 45 -5 -5 HARBOR BOND FUND INST CL P 2013-09-17 2016-11-23 12264 12739 -475 -475 VANGUARD INT TRM INVESTMENT GRADE P 2010-03-26 2016-11-23 16810 16954 -144 -144 POWERSHS FTSE RAFI DEVELOPED MKTS P 2014-09-10 2016-11-23 2926 3167 -241 -241 ISHARES S&P 500 CITI/BARRA VALUE P 2010-06-29 2016-03-29 14189 8041 6148 6148 PRINCIPAL SHORT TERM P 2011-02-01 2016-03-29 173 171 2 2 PRINCIPAL SHORT TERM P 2014-09-10 2016-03-29 5532 5590 -58 -58 PRINCIPAL SHORT TERM P 2010-06-29 2016-03-29 13895 13742 153 153 MANAGERS MICRO CAP FD P 2012-12-19 2016-11-23 3155 2852 303 303 CAPITAL GAINS DIVIDENDS P 1367 1367 1367 10886 0 108746 465014 0.233855 76294 581638 0.131171 63651 828587 0.076819 55667 916674 0.060727 83106 932054 0.089164 0.591736 0.118347 392365 46435 149 46584 25501 298 0 298 0 298 0 298 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A JENNIFER AUGER 3173467300 42 E JEFFERSON STREET FRANKLIN IN 46131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL WELSH 5904 E SOUTHPORT ROAD INDIANAPOLIS IN 46237 TREASURER 1.00 0 0 0 AMY WELSH 5904 E SOUTHPORT ROAD INDIANAPOLIS IN 46237 SECRETARY 1.00 0 0 0 JENNIFER JONES AUGER 42 E JEFFERSON STREET FRANKLIN IN 46131 PRESIDENT 1.50 0 0 0 MARY JONES 150 N FORSYTHE STREET FRANKLIN IN 46131 DIRECTOR 1.00 0 0 0 SUSAN JONES 7879 CLEARWATER COVE DRIVE INDIANAPOLIS IN 46240 DIRECTOR 1.00 0 0 0 RICHARD GOSS 150 N FORSYTHE STREET FRANKLIN IN 46131 DIRECTOR 1.00 0 0 0 RUSSELL JONES 418 NORTH SHORE COURT FRANKLIN IN 46131 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 346069 52271 0 398340 0 0 398340 5975 392365 19618 19618 298 298 19320 0 19320 0 19320 25501 0 25501 0 25501 19320 0 0 37083 10515 23588 47722 85675 204583 25501 0 0 0 19320 6181 0 0 210764 0 0 0 0 0 0 37083 173681 10515 23588 47722 85675 6181 JENNIFER AUGER 42 E JEFFERSON STREET FRANKLIN IN 46131 3173467300 NAME OF ORGANIZATION, CONTACT PERSON, ADDRESS, AMOUNT REQUESTED, AND REASON FOR REQUEST. N/A N/A ALZHEIMERS ASSOCIATION 50 E 91ST ST 100 INDIANAPOLIS IN 46240 N/A PUBLIC CHARITY FIGHT ALZHEIMERS DESEASE THROUGH VITAL RESEARCH AND ESSENTIAL SUPPORT PROGRAMS 1000 CARE 151 ELLIS STREET NE ATLANTA GA 30303 N/A PUBLIC CHARITY WORKS TO DEFEAT POVERTY ACROSS THE GLOBE 250 FOOD FOR AMERICA 35 E WACKER DR STE 2000 CHICAGO IL 60601 N/A PUBLIC CHARITY EDUCATIONAL PROGRAM FOCUSING ON AGRICULTURAL LITERACY IN ELEMENTARY SCHOOLS AND COMMUNITIES 200 GREENWOOD CHRISITAN ACADEMY 835 WEST WORTHSVILLE RD GREENWOOD IN 46143 N/A PUBLIC CHARITY DONATION TO BE USED FOR LIBRARY 7500 JOHNSON COUNTY COMMUNITY FOUNDATION 398 SOUTH MAIN STREET FRANKLIN IN 46131 N/A PUBLIC CHARITY THANKSGIVING BANQUET 1000 MAKE-A-WISH 7330 WOODLAND DR STE 201 INDIANAPOLIS IN 46278 N/A PUBLIC CHARITY GRANTS WISHES FOR CHILDREN WITH A LIFE THREATENING MEDICAL CONDITION 250 RESTAVEK FREEDOM FOUNDATION 11160 KENWOOD RD CINCINNATI OH 45242 N/A PUBLIC CHARITY CHARITABLE 1440 ST ROSE OF LIMA CATHOLIC CHURCH 114 LANCELOT DRIVE FRANKLIN IN 46131 N/A PUBLIC CHARITY DINNER AUCTION SUPPORT 10000 21640 0 14 7832 18 10886 0 18718 0 18718 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4058 2029 2029 CHARLES SCHWAB - INVESTMENTS 320490 297905 341240 ADMINISTRATIVE EXPENSES 255 128 127 INVESTMENT MANAGEMENT FEES 3230 1615 1615 FOREIGN TAX 29 29 0 FEDERAL EXCISE TAX 90 0 90