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
Word & Deed Foundation of IMMI Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)1919 East 191st Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Westfield, IN46074
A Employer identification number

35-1859427
B Telephone number (see instructions)

(317) 896-9531
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$9,840,176J 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) 2,005,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 250,910 251,193  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
32,600
b Gross sales price for all assets on line 6a 1,300,812
7 Capital gain net income (from Part IV, line 2)... 32,708
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200 0 0
12 Total. Add lines 1 through 11........ 2,288,710 283,901 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,398 0 0 1,398
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,077 0 0 6,077
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38,035 38,035 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
0 1,995 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
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
4,513 0 0 4,513
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,023 40,030 0 11,988
25 Contributions, gifts, grants paid....... 1,809,975 1,809,975
26 Total expenses and disbursements. Add lines 24 and 25 1,859,998 40,030 0 1,821,963
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 428,712
b Net investment income (if negative, enter -0-) 243,871
c Adjusted net income (if negative, enter -0-)... 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............. 224,470 407,300 407,300
2 Savings and temporary cash investments......... 383,990 259,375 259,375
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 7,277,780 Click to see attachment
List of Attached Documents:
// Content
7,648,277 		9,173,501
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,886,240 8,314,952 9,840,176
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,886,240 8,314,952
29 Total net assets or fund balances (see instructions)..... 7,886,240 8,314,952
30 Total liabilities and net assets/fund balances (see instructions). 7,886,240 8,314,952
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
7,886,240
2
Enter amount from Part I, line 27a .....................
2
428,712
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,314,952
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,314,952
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 Capital Gains From Publicly Traded Securities      
b CAPITAL GAINS DIVIDENDS      
c
d
e
(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 1,279,357   1,268,104 11,253
b 21,455     21,455
c
d
e
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     0 11,253
b     0 21,455
c
d
e
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 32,708
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 0
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 3,390
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  
3 Add lines 1 and 2........................... 3 3,390
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,390
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,975
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,975
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 3,585
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,585 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrow  
14
The books are in care ofright arrowAnthony M Schelonka Telephone no.right arrow (317) 867-8151

Located atright arrow1919 East 191st StreetWestfieldIN ZIP+4right arrow46074
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
Suzanne A Wilhelm Executive Director
24.000 		0 0 0
1919 East 191st Street
Westfield,IN46074
James T Anthony Director
1.000 		0 0 0
1919 East 191st Street
Westfield,IN46074
Mary Elizabeth Gordon Director
2.000 		0 0 0
1919 East 191st Street
Westfield,IN46074
Shellie Anthony Director
1.000 		0 0 0
1919 East 191st Street
Westfield,IN46074
James R Anthony President
3.000 		0 0 0
1919 East 191st Street
Westfield,IN46074
Beverly S Anthony Secretary
3.000 		0 0 0
1919 East 191st Street
Westfield,IN46074
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 EDUCATIONAL MATERIALS INCLUDING TEXT BOOKS, CDS AND TAPES FOR USE BY ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S MISSION. 4,513
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  
2  
All other program-related investments. See instructions.
3  
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
8,403,260
b
Average of monthly cash balances.......................
1b
518,471
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,921,731
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
 
3
Subtract line 2 from line 1d.........................
3
8,921,731
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
133,826
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,787,905
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
439,395
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
439,395
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,390
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,390
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
436,005
4
Recoveries of amounts treated as qualifying distributions................
4
200
5
Add lines 3 and 4............................
5
436,205
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
436,205
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
1,821,963
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,821,963
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 7 436,205
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  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 759,557
b From 2019...... 1,479,077
c From 2020...... 1,898,250
d From 2021...... 1,922,597
e From 2022...... 1,878,602
f Total of lines 3a through e ........ 7,938,083
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,821,963
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..... 436,205
e Remaining amount distributed out of corpus 1,385,758
5 Excess distributions carryover applied to 2023. 0 0
(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 9,323,841
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) ... 		759,557
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,564,284
10 Analysis of line 9:
a Excess from 2019.... 1,479,077
b Excess from 2020.... 1,898,250
c Excess from 2021.... 1,922,597
d Excess from 2022.... 1,878,602
e Excess from 2023.... 1,385,758
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).)
SUZANNE WILHELM Executive Director
Beverly S Anthony Secretary
James T Anthony Director
Shellie J Anthony Director
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

306 Foundation

PO Box 1809
Apex,NC27502 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

ACT

PO Box 1649
Brentwood,TN37024 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 11,200

Ambassadors Football

PO Box 847
Twinsburg,OH44087 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,250

Anchors Away Ministries

13240 Old Meridian Street
Carmel,IN46032 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 114,000

Aruna Project

316 W 4th Street 3rd Floor
Cincinnati,OH45202 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,000

BAPTIST GENERAL CONVENTION OF TEXAS

ATTN River Ministry
Dallas,TX75231 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,700

Barnabas International Ministries

PO Box 708
Elkhorn,WI53121 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

BEE World

PO Box 64320
Colorado Springs,CO809624320 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,200

BILLY GRAHAM EVANGELISTIC ASSOCIATION

PO Box 1270
Charlotte,NC282011270 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 24,000

CARE CENTER

PO Box 3085
Indianapolis,IN462063085 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

CARMEL YOUNG LIFE

PO Box 3
Carmel,IN46082 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,600

CBMC

PO Box 8009
Chattanooga,TN37411 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,900

CEF

POB 348
Warrenton,MO63383 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

CENTRAL INDIANA YOUTH FOR CHRIST

PO Box 68695
Indianapolis,IN46268 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

CENTRAL MISSIONARY CLEARINGHOUSE CMC

PO BOX 219228
Houston,TX772199228 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,400

CHAMPION MINISTRIES

PO BOX 1323
Castle Rock,CO80104 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000

CHAMPIONS FOR LIFE

1101 S Cedar Ridge Drive
Duncanville,TX75137 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

CHI ALPHA

1445 N Boonville Avenue
Springfield,MO658021894 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800

CHILD EVANGELISM FELLOWSHIP

PO Box 625
Westfield,IN46074 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

CHINA OUTREACH MINISTRIES

555 Gettysburg Pike
Mechanicsburg,PA17055 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

CHOSEN PEOPLE MINISTRIES

241 E 51st Street
New York,NY10022 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000

CHOSEN WITH A MISSION

1702 Carney Winters Road
Ashland,TN37015 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000

CHRISTAR

PO Box 851377
Richardson,TX750851377 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 600

CHURCH MINISTRIES INTERNATIONAL

2001 W Plano Parkway Suite 3100
Plano,TX750758632 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800

CHURCH RESOURCES MINISTRY

1240 North Lakeview Avenue
Anaheim,CA92807 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

Crescent Project

PO Box 681924
Franklin,TN370681924 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,400

CROSSWAY NETWORK

700 Automation Drive
Windsor,CO80547 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,450

CROSSWORLD USA

10000 N Oak Trafficway
Kansas City,MO64155 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,850

CRU

18711 N Union Street
Westfield,IN46074 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 790,745

DM Stearns Missionary Fund Inc

PO Box 1578
North Wales,PA19454 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 850

DAD CAMP

618 E Boulevard
Kokomo,IN46902 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,200

Eastern European Children's Outreach Inc (EECO)

PO Box 30671
Indianapolis,IN46230 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

EUROPEAN CHRISTIAN MISSION ECMI-USA

PO Box 563
Wheaton,IL60187 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,450

FAMILY HOPE

9801 Fall Creek Road 244
Indianapolis,IN46256 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

FELLOWSHIP OF CHRISTIAN ATHLETES

2230 Strafford Road Suite 115
Plainfiled,IN46168 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 13,200

Flourish San Diego

11251 Rancho Carmel Drive
San Diego,CA92150 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

FOCUS ON THE FAMILY

8605 Explorer Drive
Colorado Springs,CO80920 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

FOREIGN LANGUAGE MINISTRY

Box 7100
Pasadena,CA91109 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,800

Frontiers

PO Box 60730
Phoenix,AZ850820730 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

GENESIS CHURCH

1702 Pleasant Street
Noblesville,IN46060 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 180,000

Global Intercultural Services

PO Box 962
Wheaton,IL60187 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,400

Global Service Network

PO Box 1809
Apex,NC27502 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 28,200

GLOBAL SPRINGS MINISTRY

933 N Jefferson Avenue
Indianapolis,IN46201 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,000

Good Samaritan Network

12933 Parkside Drive
Fishers,IN46038 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,600

GREATER EUROPE MISSION

PO Box 5224
Wheaton,IL60189 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 800

GRIT INTO GRACE

11650 Olio Road
Fishers,IN46037 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

HANDS OF HOPE ADOPTION PHAN CARE MINISTRY INC

14350 Mundy Drive
Noblesville,IN46060 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,200

HEART AND SOUL CLINIC

17338 Westfield Park Road
Westfield,IN46074 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

HEART FOR LEBANON

PO Box 1294
Black Mountain,NC27811 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

HEART OF A MAN

580 East Carmel Dr
Carmel,IN46031 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

HEART OF AFRICA

PO Box 5
Wilmore,KY40390 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,600

HOPE MINISTRIES INTERNATIONAL

PO Box 447
Connelly Springs,NC28612 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

I-55 PARTNERSHIP

PO Box 1919
Staunton,VA24402 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

INDIA RURAL EVANGELICAL FELLOWSHIP

PO Box 1332
Park Ridge,IL600687332 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

INDIANA DREAM TEAM INC

PO Box 1955
Martinsville,IN461511955 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

INDIANA FAMILY INSTITUTE

136 South 9th Street Suite 324
Noblesville,IN46060 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

INTERNATIONAL FAITH INITIATIVE

5592 Pinecrest Circle
Noblesville,IN46060 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,900

INTERNATIONAL OUTREACH MINISTRIES

PO Box 2140
McComb,MS39649 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,650

INTERVARSITY CHRISTIAN FELLOWSHIP

PO Box 7895
Madison,WI537919703 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 10,200

Josiah Venture

209 E Liberty Drive
Wheaton,IL60187 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 40,050

LEADING EDGE INTERNATIONAL

PO Box 27
Strasburg,OH44680 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,850

LIFE CENTERS

9511 Angola Court
Indianapolis,IN46268 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

LIGHTHOUSE MINISTRIES INC

PO Box 3085
Indianapolis,IN462063085 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,600

LUIS PALAU EVANGELISTIC ASSOCIATION

PO Box 50
Portland,OR97207 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,400

MEPHIBOSHETH MIINISTRIES INC

PO Box 386
Cicero,IN46034 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,200

MISSIO NEXUS

PO BOX 398
Wheaton,IL601870398 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800

MISSION AVIATION FELLOWSHIP

PO Box 47
Nampa,ID83653 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

Mission Builders International

PO Box 406
Lakeside,MT59922 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,500

Mission Eurasia

PO Box 496
Wheaton,IL60187 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,000

MISSION TO UKRAINE

PO Box 1214
Noblesville,IN46061 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 15,000

MOM'S IN PRAYER INTERNATIONAL

PO BOX 1120
Poway,CA920741120 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

MOODY RADIO INDIANA

1920 West 53rd STreet
Anderson,IN46013 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

NATIONAL CHRISTIAN FOUNDATION

11625 Rainwater Drive
Allpharetta,GA30009 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,450

NEHEMIAH VISION MINISTRIES

PO Box 1956
Noblesville,IN46061 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,880

NEW SONG MISSION INC

PO Box 488
Nashville,IN47448 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,200

OMF INTERNATIONAL

10 West Dry Creek Circle
Littleton,CO80120 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

One Mission Societey

PO Box A
Greenwood,IN461426599 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 19,600

OnSite International Inc

215 Penn Street
Westfield,IN46074 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,200

OPERATION MOBILIZATION

PO Box 444
Tyrone,GA302900444 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,050

PIONEERS

10123 William Carey BLVD
Orlando,FL32832 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,800

PRAY FOR ME CAMPAIGN

PO BOX 2468
Chattanooga,TN37409 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800

PROVISION BRIDGE

PO Box 157
Tallulah Falls,GA30573 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000

REDEEMER DUBAI USA

PO BOX 1066
Wheaton,IL60187 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,200

REVIVE OUR HEARTS

PO Box 2000
Niles,MI49120 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,300

SAMARITAN'S PURSE

PO Box 3000
Boone,NC28607 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 42,000

SAT 7

PO Box 2770
Easton,MD21601 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,400

SECOND MILE CORPORATION

PO BOX 2194
Hendersonville,TN370772194 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,200

Seeds Family Worship

117 Gooding Street West
Twin Falls,ID83301 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,050

SEND INTERNATIONAL

PO BOX 513
Farmington,MI483320513 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,300

SHEPHERD COMMUNITY INC

4107 E Washington St
Indianapolis,IN46201 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,500

SO BIG

PO BOX 68173
Indianapolis,IN46268 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,400

South West Michigan FCA

4200 W Michigan Ave
Kalamazoo,MI49006 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

Sports Outreach International

3211 State Highway 176
Rockaway Beach,MO65674 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400

SPORTSWORLD MINISTRY INC

1919 S Post Road
Indianapolis,IN46239 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

Springhill Camps

PO Box 42
Evart,MI49631 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,900

STUDENT IMPACT MINISTRY WESTFIELD

PO Box 526
Westfield,IN46074 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 12,000

THE COOPER HOUSE

PO BOX 783
Noblesville,IN46061 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,000

THE EVANGELICAL ALLIANCE MISSION

PO Box 1683
Carol Stream,IL601321683 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,000

THE LATCH MINISTRY

4865 W Quail Run Drive
New Palestine,IN46163 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,700

THE O'CONNOR HOUSE

PO Box 1061
Carmel,IN460821061 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,600

THE UPRISING

PO Box 7178
Fishers,IN460389970 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

THIRD PHASE CHRISTIAN CENTER

15755 Allisonville Road
Noblesville,IN46060 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,200

THRU THE BIBLE RADIO

PO Box 7100
Pasadena,CA91109 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,400

TRUTH78

PO Box 22008
St Paul,MN55122 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600

Two Eight Ministries

PO Box 50038
Indianapolis,IN46250 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,200

VISION NICARAGUA

PO Box 2172
Fairview,NC28730 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,000

WESTFIELD YOUNG LIFE

136 South 9th Street
Noblesville,IN46060 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000

WHEELER MINISTRIES

PO Box 3085
Indianapolis,IN462063085 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,000

Whole World Institute

PO Box 23027
Richmond,VA23223 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 750

Word of Life Fellowship

PO Box 600
Schroon Lake,NY12870 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 500

WORLD SPORTS INC

PO Box 2607
Bonita Springs,FL34133 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 12,000

WYCLIFFE BIBLE TRANSLATORS

PO Box 628211
Orlando,FL32862 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,150

YOUTH FOR CHRIST

4707 W 72nd St
Indianapolis,IN46268 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 18,600

YOUTH FOR CHRIST INTERNATIONAL

PO Box 4555
Englewood,CO80155 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,500

YOUTH WITH A MISSION

PO Box 15579
Colorado Springs,CO80935 		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,200
Total .................................right arrow 3a 1,809,975
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 250,910  
4 Dividends and interest from securities ....          
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 ............ 		    18 32,600  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANTS 		    1 200  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 283,710 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
283,710
(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.)
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
Sign Here
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Word & Deed Foundation of IMMI Inc
 
Employer identification number

35-1859427
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Word & Deed Foundation of IMMI Inc
  		Employer identification number
35-1859427
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Uniform Hood Lace
 
18881 US Highway 31 North
 
Westfield, IN46074

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Anthony Properties LP
 
1919 East 191st Street
 
Westfield, IN46074

$ 160,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Three Cords LLC
 
18881 US 31 North
 
Westfield, IN46074

$ 1,825,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Word & Deed Foundation of IMMI Inc
  		Employer identification number

35-1859427
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Word & Deed Foundation of IMMI Inc
  		Employer identification number

35-1859427
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 6,077     6,077

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Capital Gains From Publicly Traded Securities         1,279,249 1,268,104     11,145  
Capital Gains Dividends         21,455       21,455  

TY 2023 InvestmentsCorpStockSchedule
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 40,609 46,491
ACTIVISION BLIZZARD INC 0 0
ADVANCED MICRO DEVICES INC 59,705 73,705
ALLSPRING SPECIAL MID CAP VALUE INSTL CL 81,330 81,056
ALPHABET INC 54,580 131,309
AMAZON.COM INC 54,837 68,373
AMERICAN EXPRESS CO 48,800 46,460
APPLE INC 40,922 161,148
ARCHER DANIELS MIDLAND COMPANY 0 0
BLACKSTONE MORTGAGE 0 0
BOEING COMPANY 35,524 44,574
CHIPOTLE MEXICAN GRILL INC 54,906 61,748
COSTCO WHOLESALE CORP 20,404 58,087
DEERE & CO 55,231 67,978
EATON CORP PLC 59,714 77,062
ENBRIDGE INC 0 0
FEDERATED HERMES US TREASURY CASH RESERVES 50,000 50,000
FIDELITY INVT MONEY MARKET GOVT INSTL CL 242,133 242,133
FIRST TRUST HEALTHCARE ALPHADEX ETF 76,474 96,304
FLEXSHARES TRUST QLTY DIV DEFENSIVE INDEX 61,778 82,389
FLEXSHARES HY VALUE SCORED US BOND INDEX 0 0
ELI LILLY & CO 46,561 190,032
GQG PARTNERS US SELECT QUALITY EQUITY INSTL CL 104,578 105,885
HERSHEY COMPANY 51,112 37,289
HOLBROOK INCOME CL I 86,489 81,279
INTUITIVE SURGICAL INC NEW 37,980 70,846
LOWES COMPANIES INC. 37,702 44,510
LULULEMON ATHLETICA INC 56,752 81,806
MCDONALDS CORP 56,561 59,302
META PLATFORMS INC 53,527 70,792
MICROSOFT CORP 55,451 131,614
NORTHROP GRUMMAN CORP 73,614 70,221
NVIDIA CORP 24,450 297,132
PEPSICO INC 45,339 42,460
PIONEER NATURAL RESOURCES CO 0 0
QUANTA SERVICES INC 58,567 69,056
REPUBLIC SERVICES INC 57,000 65,964
SECTOR ENERGY SELECT SECTOR SPDR ETF 0 0
SERVICENOW INC 31,340 84,779
TARGET CORP 0 0
TRACTOR SUPPLY CO 54,458 53,758
AMERICAN BEACON AHL MNGD FUTURES STRAT Y 227,059 215,189
AQR LARGE CAP DEFENSE STYLE R6 71,000 60,435
ARTISAN DEVELOPING WORLD FD ADVISOR CL 114,821 79,575
CAUSEWAY INTERNATIONAL 92,799 160,517
DFA GLOBAL REAL ESTATE SEC PORTFOLIO 53,986 54,726
DODGE & COX INCOME 1,582,740 1,458,599
GMO ALTERNATIVE ALLOCATION FD I 239,100 226,930
GMO RESOURCES SERIES FUND CL 41,167 48,436
GMO OPPORTUNISTIC INCOME FUND INSTL 238,559 220,098
GOLDMAN SACHS GQG PARTNERS INTL 157,047 169,438
ISHARES TR MSCI USA MMENTM 64,189 65,266
JPMORGAN CORE BOND CLASS I 360,000 362,109
J P MORGAN EXCHANGE TRADED FD INFLATION 0 0
KOPERNIK GLOBAL ALL CAP FUND INSTL 97,343 76,469
LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 56,256 52,833
NUANCE CONCENTRATED VALUE FUND 236,200 201,996
PZENA EMERGING MRKTS FOCUSED VAL INSTL 60,484 78,345
SCHWAB FUNDAMENTAL US LARGE CO INDEX 74,727 114,006
VANGUARD EXTENDED MARKET INDEX ADMIRAL 126,000 140,719
VANGUARD 500 INDEX ADMIRAL 149,631 542,572
VANGUARD INFLATION PROCTED SEC ADM CL 268,850 220,172
BLCKRCK HI YLD BND PORT-K 15,601 16,157
FIDELITY 500 INDEX FD-AI 80,496 136,644
ISHARES MSCI CANADA ETF 25,543 33,379
ISHARES MSCI EAFE INDEX FUND 51,443 66,383
ISHARES CORE MSCI EUROPE 51,190 58,651
ISHARES MSCI JAPAN 30,556 33,545
ISHARES MSCI PACIFIC EX JAPA 24,366 24,136
ISHARES US TREASURY BOND ETF 0 0
ISHARES 7-10 YR TREASURY BO 0 0
PIMCO SHORT-TERM FD-INSTL 16,377 16,002
PIMCO INCOME FD-INS 17,894 16,072
PGIM HIGH YIELD-R6 15,925 16,000
SPDR S&P 500 ETF TRUST 251,853 533,528
VANGUARD FTSE EUROPE ETF 50,167 49,972
VANGUARD INT-TERM CORPORATE 49,487 51,125
VANGUARD LONG-TERM TREASURY ETF 16,464 17,536
VANGUARD MORTGAGE-BACKED SEC 37,111 32,869
VANGUARD TTL BD MKT IDX-ADM 113,004 105,950
VANGUARD TOTAL INTL BOND EFT 311,490 277,086
VANGUARD TOTAL BOND MARKET 83,522 81,052
VANGUARD TOTAL INTL BND-ADM 125,402 113,309
ACCRUED DIVIDEND 0 133

TY 2023 LegalFeesSchedule
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL FILING FEES 175     175
INSURANCE 1,223     1,223


TY 2023 OtherExpensesSchedule
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Book & Literature Expenses 4,452     4,452
Misc. Expense 61     61


TY 2023 OtherIncomeSchedule2
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED GRANTS 200    


TY 2023 OtherProfessionalFeesSchedule
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 37,627 37,627    
BANK FEES 408 408    


TY 2023 TaxesSchedule
Name:
Word & Deed Foundation of IMMI Inc
EIN:
35-1859427
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid   1,995