Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CARL MARSHALL REEVES AND
MILDRED ALMEN REEVES FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)346 HARBOR BLUFF DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FENTON, MO630267517
A Employer identification number

35-2026200
B Telephone number (see instructions)

(812) 343-1787
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,973,750J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 33,011 33,011  
4 Dividends and interest from securities... 396,547 396,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,464,136
b Gross sales price for all assets on line 6a 9,084,129
7 Capital gain net income (from Part IV, line 2)... 1,464,136
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,893,694 1,893,694  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,200 0   10,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,175 0   3,175
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
106,197 65,391   40,806
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
51,209 51,209   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,879 0   6,879
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 177,660 116,600   61,060
25 Contributions, gifts, grants paid....... 701,670 701,670
26 Total expenses and disbursements. Add lines 24 and 25 879,330 116,600   762,730
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,014,364
b Net investment income (if negative, enter -0-) 1,777,094
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 192,624 719,922 724,852
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,981,604 Click to see attachment
List of Attached Documents:
// Content
9,910,636 		12,627,078
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,340,471 Click to see attachment
List of Attached Documents:
// Content
3,890,298 		3,621,820
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,514,699 14,520,856 16,973,750
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,218,387 2,210,180
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,296,312 12,310,676
29 Total net assets or fund balances (see instructions)..... 13,514,699 14,520,856
30 Total liabilities and net assets/fund balances (see instructions). 13,514,699 14,520,856
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,514,699
2
Enter amount from Part I, line 27a .....................
2
1,014,364
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,529,063
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,207
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,520,856
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a A T & T 945 SH P 2023-04-28 2023-08-03
b APPLE COMPUTER INC 191 SH P 2016-03-14 2023-04-28
c APPLE COMPUTER INC 241 SH P 2016-03-14 2023-08-03
d ASHLAND GLOBAL HOLDINGS 203 SH P 2019-07-16 2023-04-28
e BANK OF AMERICA, 529 SH P 2022-03-01 2023-04-28
CANADIAN NATIONAL RAILWAY CA, 901 SH P   2023-04-28
CATERPILLAR, 185 SH P 2020-08-28 2023-04-28
CHEVRON TEXACO, 2768 SH D   2023-01-24
CHEVRON TEXACO, 1728 SH D   2023-04-28
CISCO SYSTEMS, 2167 SH P   2023-04-28
DIGITAL RLTY TR INC, 1780 SH P   2023-01-24
WALT DISNEY CO, 52 SH P 2016-03-14 2023-04-28
EATON CORPORATION, 220 SH P 2018-01-23 2023-04-28
ECOLAB INC, 113 SH P 2016-09-13 2023-04-28
FASTENAL CO, 7063 SH P 2019-07-16 2023-04-28
FIRST REPUBLIC, 1027 SH P 2019-10-03 2023-01-24
GILEAD SCIENCES, INC. 4209 SH P 2020-03-10 2023-04-28
HONEYWELL INTERNATIONAL INC, 739 SH P 2020-06-25 2023-04-28
INVESCO KBW REGIONAL BANKING, 4301 SH P 2021-02-16 2023-01-24
J P MORGAN CHASE, 1878 SH P   2023-04-28
JOHNSON & JOHNSON COMPANY, 637 SH P   2023-04-28
LOWES COMPANIES, 65 SH P 2020-03-27 2023-04-28
MICROSFOT CORPORATION, 215 SH P   2023-08-03
PAYCHECK INC, 1074 SH P   2023-04-28
PAYCHECK INC, 1375 SH P   2023-09-05
PFIZER, 5033 SH D   2023-04-28
PROCTER & GAMBLE, 210 SH P 2020-03-10 2023-04-28
QUALCOMM INC, 344 SH P 2022-03-01 2023-04-28
TARGET, 19 SH P 2023-04-28 2023-08-03
VISA, 165 SH P 2016-12-07 2023-04-28
WARNER BROS DISCOVERY INC SERIES A, 744 SH P 2019-09-11 2023-01-24
METROPOLITON WESTS TR BOND, RETURN OF CAPITAL P   2023-01-01
ISHARES MSCI EAFE INDEX TR, 28652 SH P   2023-01-24
ISHARES MSCI EMERGING MKT INDEX TR, 16696 SH P   2023-01-24
KELLOGG COMPANY , 2161 SH P 2020-03-10 2023-04-28
KELLANOVA COM, 599,25 SH P 2019-04-18 2023-10-03
QUEST DIAGNOSTICS, 47 SH P 2020-03-10 2023-04-28
CHARLES SCHWAB CORP, 1066 SH P 2019-08-23 2023-04-28
CHARLES SCHWAB CORP, 2230 SH P 2019-08-23 2023-05-31
LAZARD INTL STRATEGIC EQUITY, 76928.631 SH P   2023-10-31
A T & T 3202 SH P 2019-09-11 2023-08-03
TARGET, 1169 SH P 2019-07-16 2023-08-03
U S TREASURY BILL P 2023-04-26 2023-10-26
U S TREASURY BILL P 2022-10-25 2023-04-27
CHEVRON TEXACO, 499 SH D 1999-05-20 2023-04-28
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,244   16,769 -3,525
b 32,181   4,883 27,298
c 46,079   6,162 39,917
d 20,626   15,901 4,725
e 15,480   22,651 -7,171
107,565   103,608 3,957
40,619   26,687 13,932
496,457   115,663 380,794
290,618   257,031 33,587
101,816   67,197 34,619
191,622   230,187 -38,565
5,306   5,132 174
36,793   17,669 19,124
18,984   13,323 5,661
345,692   220,873 124,819
140,391   93,919 46,472
344,508   304,221 40,287
147,954   103,253 44,701
244,996   243,717 1,279
259,190   171,474 87,716
103,862   81,823 22,039
13,400   5,508 7,892
70,355   11,687 58,668
117,860   62,820 55,040
167,006   73,257 93,749
195,102   204,303 -9,201
32,897   25,265 7,632
38,460   57,183 -18,723
2,524   2,994 -470
38,446   12,804 25,642
10,294   28,936 -18,642
272   272 0
2,029,932   1,776,162 253,770
700,647   683,735 16,912
150,059   135,789 14,270
7,044   8,632 -1,588
6,570   4,995 1,575
55,634   39,398 16,236
117,565   82,418 35,147
1,039,304   1,114,454 -75,150
44,876   92,906 -48,030
155,321   103,562 51,759
500,018   500,018 0
449,901   449,901 0
83,923   20,851 63,072
52,736     52,736
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,525
b       27,298
c       39,917
d       4,725
e       -7,171
      3,957
      13,932
      380,794
      33,587
      34,619
      -38,565
      174
      19,124
      5,661
      124,819
      46,472
      40,287
      44,701
      1,279
      87,716
      22,039
      7,892
      58,668
      55,040
      93,749
      -9,201
      7,632
      -18,723
      -470
      25,642
      -18,642
      0
      253,770
      16,912
      14,270
      -1,588
      1,575
      16,236
      35,147
      -75,150
      -48,030
      51,759
      0
      0
      63,072
      52,736
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,464,136
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 24,702
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 24,702
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 24,702
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,298
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,298 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.CARLANDMILDREDREEVESFOUNDATION.ORG
14
The books are in care ofright arrowMARY ANN NUNN Telephone no.right arrow (812) 343-1787

Located atright arrow346 HARBOR BLUFF DRFENTONMO ZIP+4right arrow63026
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARY ANN NUNN PRESIDENT / TREASURER
3.00 		1,700 0 0
346 HARBOR BLUFF DR
FENTON,MO63026
LISA M DEBORD VICE PRESIDENT / SECRETARY
1.00 		1,700 0 0
630 WINTER VIEW CIRCLE
FENTON,MO63026
ASHLEY ABNER DIRECTOR
1.00 		1,700 0 0
3666 WEST SOUTH WOOD LAKE DR
COLUMBUS,IN47201
STEPHEN BRUEGGEMANN DIRECTOR
1.00 		1,700 0 0
6051 CHANNEL DR
COLUMBUS,IN47201
SHANE M YATES DIRECTOR
1.00 		1,700 0 0
2886 FOX HOLLOW CT
COLUMBUS,IN47203
JANAE E FRANKE - NORMAN DIRECTOR
1.00 		1,700 0 0
5245 N ST RD 9
HOPE,IN47246
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
YELLOW CARDINAL ADVISORY GROUPFIRST FINANCIAL INVESTMENT MANAGEMENT FEES 65,391
123 THIRD ST
COLUMBUS,IN47201
MARY ANN NUNN ASSET MANAGEMENT FEES AND RELATED SERVICES 40,806
346 HARBOR BLUFF DR
FENTON,MO63026
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 DIRECT SUPPORT TO VARIOUS ORGANIZED CHARITABLE ORGANIZATIONS 762,730
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2 NONE 0
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
16,109,810
b
Average of monthly cash balances.......................
1b
256,107
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,365,917
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,365,917
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
245,489
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,120,428
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
806,021
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
806,021
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
24,702
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,702
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
781,319
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
781,319
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
781,319
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
762,730
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
762,730
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 781,319
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 86,479
d From 2021...... 28,344
e From 2022...... 316,707
f Total of lines 3a through e ........ 431,530
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 762,730
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 762,730
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 18,589 18,589
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 412,941
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		412,941
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 67,890
c Excess from 2021.... 28,344
d Excess from 2022.... 316,707
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARY ANN NUNN
346 HARBOR BLUFF DR
FENTON,MO63026
(812) 343-1787
NUNNMARYANN@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED STATING THE PURPOSE OF THE ORGANIZATION AND THE NATURE OF THE REQUEST. THERE ARE TWO SEPARATE APPLICATIONS - ONE TO BE USED FOR LOCAL COMMUNITY ORGANIZATIONS (I.E., ORGANIZATIONS SERVING COLUMBUS, IN OR BARTHOLOMEW COUNTY, IN ) AND A SECOND ONE TO BE USED REGARDING MACULAR DEGENERATION OF THE EYE RESEARCH. THE BOARD OF DIRECTORS CONSIDERS GRANT APPLICATIONS IT RECEIVES. THE BOARD ALSO CAN DIRECT GRANT AWARDS OF ITS OWN CHOOSING BASED ON: 1) SPECIAL NEEDS IDENTIFIED BY THE BOARD WITHIN THE COMMUNITY; 2) INSUFFICIENT QUALITY OR QUANTITY OF GRANT APPLICATIONS; OR 3) DIRECTED AT FULFILLING THE CHARTER OF THE FOUNDATION TO SUPPORT THE ORGANIZATIONS AS DEFINED OF THE COMMUNITY OR THAT DIRECTLY SUPPORT RESIDENTS OF THE COMMUNITY, OR MACULAR DEGENERATION OF THE EYE RESEARCH STUDIES.
cAny submission deadlines:
PRIOR TO SEMI-ANNUAL MEETINGS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE GUIDELINES OF THE ORGANIZATION'S MISSION AND PURPOSE ARE: 1. 50% OF THE GRANTS ARE TO BE USED FOR MACULAR DEGNERATION OF THE EYE RESEARCH 2. 50% OF THE GRANTS ARE TO BE USED FOR LOCAL COMMUNITY ORGANIZED CHARITIES (I.E., SERVING COLUMBUS, IN OR BARTHOLOMEW COUNTY, IN)
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION

1200 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE CLASSROOM SUPPLIES FOR EACH CERTIFIED TEACHER WITHIN BARTHOLOMEW CONSOLIDATED SCHOOLS 75,400

BARTHOLOMEW COUNTY HUMANE SOCIETY

3935 SYCAMORE DRIVE
COLUMBUS,IN47203 		NONE CHARITABLE SPAY/ NEUTER SERVICES AT LOCAL ANIMAL SHELTER 2,500

COLUMBUS REGIONAL HOSPITAL FOUNDATION

2400 E 17TH STREET
COLUMBUS,IN47201 		NONE CHARITABLE DIABETIC AND MEDICAL SUPPLIES FOR VOLUNTEER MEDICAL CLINIC 11,832

DOHENY EYE INSTITUTE (UCLA)

1355 SAN PABLO STREET ROOM 307
LOS ANGELES,CA90033 		NONE CHARITABLE MACULAR DEGNERATION RESEARCH OF THE EYE STUDIES 31,547

FAMILY SERVICE INC

P O BOX 1002
COLUMBUS,IN47202 		NONE CHARITABLE CLINICAL SERVICE COUNSELING PROGRAM 27,760

FLATROCK-HAWCREEK SCHOOL CORPORATION

9423 N STATE ROAD 9
HOPE,IN47246 		NONE CHARITABLE CLASSROOM SUPPLIES FOR EACH CERTIFIED TEACHER IN SCHOOL CORPORATION 7,200

FOUNDATION FOR YOUTH

405 HOPE AVENUE
COLUMBUS,IN47201 		NONE CHARITABLE SCHOLARSHIPS FOR NEEDY CAMPERS AT LOCAL YOUTH CAMP 10,000

FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY

536 FIFTH ST
COLUMBUS,IN47201 		NONE CHARITABLE PURCHASE OF BOOKS TO BE USED AT SUMMER READING PROGRAM AND BOOK EXPRESS NEIGHBORHOOD EVENTS 5,864

GLEANERS FOOD BANK OF INDIANA

3737 WALDERMERE AVENUE
INDIANAPOLIS,IN46241 		NONE CHARITABLE FOOD ACQUISITION COSTS FOR SCHOOLS WITHIN BARTHOLOMEW COUNTY 25,000

IMAGINATION LIBRARY OF BARTHOLOMEW COUNTY

3210 GROVE PARKWAY
COLUMBUS,IN47203 		NONE CHARITABLE BOOK DISTRIBUTION FOR LOCAL CHILDREN 1,800

INDIANA UNIVERSITY FOUNDATION

4601 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COLLEGE 13,000

INDIANA UNIVERSITY

1160 WEST MICHIGAN STREET
INDIANAPOLIS,IN46202 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 19,913

IUPUC

4601 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE PURCHASE EQUIPMENT; NEW SIMULATOR (SUSIE) FOR DIVISION OF HEALTH SCIENCES AT LOCAL COLLEGE 46,330

IVY TECH FOUNDATION

4475 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE SURG TECH LAB SPACE IN NEW BUILDING PROJECT AT LOCAL COLLEGE 50,000

IVY TECH FOUNDATION

4475 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COLLEGE 10,000

JUST FRIENDS INC

900 LINDSEY STREET
COLUMBUS,IN47201 		NONE CHARITABLE EQUIPMENT AT LOCAL ADULT DAY CARE (IN-FLOOR WHEELCHAIR ACCESSIBLE SCALE, COMMERCIAL REFRIGERATOR, AND IMPROVEMENTS TO IT INFRASTRUCTURE) 12,949

LINCOLN CENTRAL NEIGHBORHOOD FAMILY CENTER

1039 SYCAMORE STREET
COLUMBUS,IN47201 		NONE CHARITABLE PROJECTOR AT YES CINEMA WHICH IS A FUND RAISING OPERATION FOR THE ORGANIZATION 24,250

OUR HOSPICE OF SOUTH CENTRAL INDIANA

2626 EAST 17TH ST
COLUMBUS,IN47201 		NONE CHARITABLE COMPUTER EQUIPMENT PURCHASE FOR SUPPORT AT LOCAL HOSPICE FACILITY AND GENERAL SUPPORT OF THE HOSPICE FACILITY 12,100

THE SALVATION ARMY

2525 ILLINOIS AVENUE
COLUMBUS,IN47201 		NONE CHARITABLE ROOF REPAIR AND REPLACEMENT AT LOCAL SALVATION ARMY FACILITY 30,000

TURNING POINT DOMESTIC VIOLENCE SERVICES

P O BOX 103
COLUMBUS,IN47202 		NONE CHARITABLE SPECIALIZED ACTIVITIES AND OUTINGS FOR VICTIMIZED CHILDREN 5,000

TURNING POINT DOMESTIC VIOLENCE SERVICES

P O BOX 103
COLUMBUS,IN47202 		NONE CHARITABLE BUILDING RENNOVATIONS PROJECT AT LOCAL VICTIMS OF DOMESTIC VIOLENCE SHELTER 25,000

UMASS MEMORIAL FOUNDATION (U MASS MEDICAL SCHOOL)

333 SOUTH ST
SHREWSBURY,MA01545 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 75,000

UNIVERSITY OF WISCONSIN

1111 HIGHLAND AVENUE
MADISON,WI53705 		NONE CHARITABLE MACULAR DEGNERATION RESEARCH OF THE EYE STUDIES 36,000

VUMC (VANDERBILT EYE INSTITUTE)

3332 WEST END AVE SUITE 900
NASHVILLE,TN37203 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 47,100

WASHINGTON UNIVERSITY IN ST LOUIS

660 SOUTH EUCLID AVE BOX 8096
ST LOUIS,MO63110 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 94,125

YOUTH LEADERSHIP BARTHOLOMEW COUNTY

1038 PEARL STREET
COLUMBUS,IN47201 		NONE CHARITABLE SCHOLARSHIPS AT LOCAL YOUTH LEADERSHIP EVENT 2,000
Total .................................right arrow 3a 701,670
bApproved for future payment

ALL MAY SEE FOUNDATION UCSF
490 ILLINOIS STREET FLOOR 3
SAN FRANCISCO,CA94143 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 40,000

AMERICAN RED CROSS OF SOUTHEAST INDIANA
1212 E CALIFORNIA ROAD
FORT WAYNE,IN46285 		NONE CHARITABLE SMOKE ALARMS FOR THOSE IN NEED 5,000

ARTS FOR LEARNING THE INDIANA AFFLIATE OF YOUNG AUDIENCES
546 E 17TH STREET SUITE 200
INDIANAPOLIS,IN46202 		NONE CHARITABLE ART EDUCATION PROJECT EXPENSES AT ELEMENTARY SCHOOLS 2,796

BRIDGE TO DOVE RECOVERY HOUSE INC
3305 GROVE PARKWAY
COLUMBUS,IN47203 		NONE CHARITABLE FUNDING FOR BUILDING CONSTRUCTION FOR TURNKEY FACILITY 25,000

COLUMBUS INDIANA PHILHARMONIC
315 FRANKLIN ST
COLUMBUS,IN47201 		NONE CHARITABLE MUSIC EDUCATION PROGRAMS 7,500

COLUMBUS REGIONAL HOSPITAL FOUNDATION
2400 E 17TH STREET
COLUMBUS,IN47201 		NONE CHARITABLE DIABETIC AND MEDICAL SUPPLIES FOR VOLUNTEER MEDICAL CLINIC 15,000

FAMILY SCHOOL PARTNERS
1200 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE HOME VISITS TO SUPPORT CHILDREN AND CAREGIVERS FOR YOUNG CHILDRENT TO BE KINDERGARTEN READY 8,371

FAMILY SERVICE INC
P O BOX 1002
COLUMBUS,IN47202 		NONE CHARITABLE CLINICAL COUNSELING SERVICE PROGRAM 26,720

FOUNDATION FOR YOUTH
405 HOPE AVENUE
COLUMBUS,IN47201 		NONE CHARITABLE SCHOLARSHIPS FOR NEEDY CAMPERS AT LOCAL YOUTH CAMP AND FRONT DOOR PROJECT (ENTRANCE IMPROVEMENTS AT LOCAL YOUTH CAMP) 20,000

FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY
536 FIFTH ST
COLUMBUS,IN47201 		NONE CHARITABLE BOOKS FOR SUMMER READING PROGRAM AND DISTRIBUTION AT LOCAL EVENTS AND NEIGHBORHOOD EVENTS 7,000

GLEANERS FOOD BANK OF INDIANA
3737 WALDERMERE AVENUE
INDIANAPOLIS,IN46241 		NONE CHARITABLE FOOD ACQUISITION COSTS FOR SCHOOLS WITHIN BARTHOLOMEW COUNTY 25,000

IMAGINATION LIBRARY OF BARTHOLOMEW COUNTY
3210 GROVE PARKWAY
COLUMBUS,IN47203 		NONE CHARITABLE BOOK DISTRIBUTION FOR LOCAL CHILDREN 1,800

INDIANA UNIVERSITY FOUNDATION
4601 CENTRAL AVE
COLUMBUS,IN47203 		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS ATTENDING LOCAL COLLEGE 10,000

INDIANA UNIVERSITY
1160 WEST MICHIGAN STREET
INDIANAPOLIS,IN46202 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 60,087

IUPUC
4601 CENTRAL AVE
COLUMBUS,IN47203 		NONE CHARITABLE EQUIPMENT FOR BIOLOGY DEGREE PROGRAM AT LOCAL COLLEGE 25,000

IVY TECH FOUNDATION
4475 CENTRAL AVE
COLUMBUS,IN47201 		NONE CHARITABLE SURG TECH LAB SPACE IN NEW BUILDING PROJECT AT LOCAL COLLEGE 50,000

IVY TECH FOUNDATION
4475 CENTRAL AVE
COLUMBUS,IN47203 		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS ATTENDING LOCAL COLLEGE 15,000

JOHN A MORAN EYE CENTER
65 MARIO CAPECCHI DR
SALT LAKE CITY,UT84132 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 90,000

PURDUE UNIVERSITY POLYTECHNIC INSTITUTE - COLUMBUS
4444 KELLY STREET
COLUMBUS,IN47203 		NONE CHARITABLE EQUIPMENT AND SOFTWARE TO SUPPORT ELECTRICAL TECHNOLOGY PROGRAM AT LOCAL COLLEGE 25,000

THE COLE EYE INSTITUTE
9500 EUCLID AVENUE I31
CLEVELAND,OH44195 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 50,000

TURNING POINT DOMESTIC VIOLENCE SERVICES
P O BOX 103
COLUMBUS,IN47202 		NONE CHARITABLE SPECIAL ACTIVITES AND OUTINGS FOR VICTIMIZED CHILDREN 5,000

TURNING POINT DOMESTIC VIOLENCE SERVICES
P O BOX 103
COLUMBUS,IN47202 		NONE CHARITABLE BUILDING RENNOVATIONS PROJECT AT LOCAL VICTIMS OF DOMESTIC VIOLENCE SHELTER 25,000

UMASS MEMORIAL FOUNDATION (U MASS MEDICAL SCHOOL)
333 SOUTH ST
SHREWSBURY,MA01545 		NONE CHARITABLE MACULAR DEGNERATION RESEARCH OF THE EYE STUDIES 50,000

UNIVERSITY OF WISCONSIN
1111 HIGHLAND AVENUE
MADISON,WI53705 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 38,000

VUMC (VANDERBILT EYE INSTITUTE)
3322 WEST END AVE SUITE 900
NASHVILLE,TN37203 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 40,000

WASHINGTON UNIVERSITY IN ST LOUIS
660 SOUTH EUCLID AVE BOX 8096
ST LOUIS,MO63110 		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 40,000
Total ................................. right arrow 3b 707,274
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 33,011  
4 Dividends and interest from securities ....     14 396,547  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 52,736 1,411,400
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 482,294 1,411,400
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,893,694
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 EARNINGS FROM INVESTMENTS USED FOR EXEMPT PURPOSES
4 EARNINGS FROM INVESTMENTS USED FOR EXEMPT PURPOSES
8 EARNINGS FROM INVESTMENTS USED FOR EXEMPT PURPOSES
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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Firm's name SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 3,175 0   3,175

TY 2023 AllOthProgRltdInvestmentsSch
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Category Amount
NONE 0

TY 2023 InvestmentsCorpStockSchedule
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Name of Stock End of Year Book Value End of Year Fair Market Value
VARIOUS EQUITIES 9,910,636 12,627,078

TY 2023 InvestmentsOtherSchedule2
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VARIOUS FIXED INCOME, ALTERNATIVES, AND MUTUAL FUNDS AT COST 3,890,298 3,621,820

TY 2023 OtherDecreasesSchedule
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Description Amount
DIFFERENCE BOOK/ TAX ON CAPITAL GAINS (SCHEDULE D ITEMS) AND INVESTMENT INC 8,207


TY 2023 OtherExpensesSchedule
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES, POSTAGE, & WEB MAINTENANE 3,279 0   3,279
SEMI ANNUAL MEETINGS ASSOCIATED COSTS 3,600 0   3,600


TY 2023 OtherProfessionalFeesSchedule
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 65,391 65,391   0
ASSET MANAGEMENT FEES 40,806 0   40,806


TY 2023 TaxesSchedule
Name:
CARL MARSHALL REEVES AND
 
MILDRED ALMEN REEVES FOUNDATION INC
EIN:
35-2026200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 41,527 41,527   0
FOREIGN TAXES 9,682 9,682   0