TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
E F WILDERMUTH FOUNDATION
C/O MATTHEW PATTERSON

Number and street (or P.O. box number if mail is not delivered to street address)2517 CASSANDRA MARIE DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BALLWIN, MO63021

A Employer identification number

31-6050202

B Telephone number (see instructions)

(314) 518-8387

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,439,555J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	8,645		8,645
4	Dividends and interest from securities...	92,527		92,527
5a	Gross rents............	28,700		28,700
b	Net rental income or (loss) 17,777
6a	Net gain or (loss) from sale of assets not on line 10		46,782
b	Gross sales price for all assets on line 6a 1,686,270
7	Capital gain net income (from Part IV, line 2)...			46,782
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........	176,654		176,654
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	4,000	2,000	2,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	27,816	27,816	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	22,820	9,256	0
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	1,643	1,213
20	Occupancy..............
21	Travel, conferences, and meetings.......	49,098		0	49,098
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	12,393	9,710	200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	117,770		49,995	51,298
25	Contributions, gifts, grants paid.......	179,881			179,881
26	Total expenses and disbursements. Add lines 24 and 25	297,651		49,995	231,179
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-120,997
b	Net investment income (if negative, enter -0-)			126,659
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	148,226	204,603	204,603
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	1,008	806	806
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,295,339	List of Attached Documents: // Content 1,880,980	2,294,105
	c	Investments—corporate bonds (attach schedule).......	561,263	List of Attached Documents: // Content 592,812	565,763
	11	Investments—land, buildings, and equipment: basis 282,509
		Less: accumulated depreciation (attach schedule) 211,422	72,299	List of Attached Documents: // Content 71,087	404,638
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	711,892	List of Attached Documents: // Content 919,058	969,640
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,790,027	3,669,346	4,439,555
	17	Accounts payable and accrued expenses..........	8,853	12,160
	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 )	List of Attached Documents: // Content 6,487	List of Attached Documents: // Content 3,244
	23	Total liabilities (add lines 17 through 22).........	15,340	15,404
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	198,232	198,232
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	3,576,455	3,455,710
	29	Total net assets or fund balances (see instructions).....	3,774,687	3,653,942
	30	Total liabilities and net assets/fund balances (see instructions).	3,790,027	3,669,346

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,774,687

Enter amount from Part I, line 27a .....................

-120,997

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

252

Add lines 1, 2, and 3 ..........................

3,653,942

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,653,942

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	PUBLICLY TRADED SECURITIES
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,686,270	1,639,488	46,782
b
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			46,782
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	46,782
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,761
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	1,761
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	1,761
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	5,583
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	5,583
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,822
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax3,822	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

MATTHEW PATTERSON Telephone no. right arrow

(314) 518-8387

Located at right arrow

2517 CASSANDRA MARIE DRIVEBALLWINMO ZIP+4 right arrow

63021

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
DAVID T PATTERSON	TRUSTEE 5.00	0	0	0
4205 EDGEHILL DRIVE COLUMBUS,OH43220	TRUSTEE 5.00	0	0	0
THOMAS BORTON	TRUSTEE 1.00	0	0	0
114 W 17TH ST GIBSON CITY,IL60936	TRUSTEE 1.00	0	0	0
JONATHON SLAUGHTER	TRUSTEE 1.00	0	0	0
9448 HARBOUR POINTE DR BLOOMINGTON,IN47401	TRUSTEE 1.00	0	0	0
CHRIS CAMPBELL	VICE-PRESIDENT 5.00	0	0	0
2252 MARRELL HILL ROAD VALPARAISO,IN46385	VICE-PRESIDENT 5.00	0	0	0
MATTHEW PATTERSON	TREASURER 5.00	0	0	0
2517 CASSANDRA MARIE DRIVE BALLWIN,MO63021	TREASURER 5.00	0	0	0
ELIZABETH HUGHES	ASSISTANT TREASURER 1.00	0	0	0
5725 CENTRAL STREET KANSAS CITY,MO64113	ASSISTANT TREASURER 1.00	0	0	0
JOHN CAMPBELL	CHAIRMAN 1.00	0	0	0
5360 N BERKELEY BLVD WHITEFISH BAY,WI53217	CHAIRMAN 1.00	0	0	0
KATHLEEN GLUMAC	SECRETARY 1.00	0	0	0
1634 ANDOVER ROAD COLUMBUS,OH43212	SECRETARY 1.00	0	0	0
AUSTIN BORTON	TRUSTEE 1.00	0	0	0
1035 E COLFAX PL WHITEFISH BAY,WI53217	TRUSTEE 1.00	0	0	0
MARK GLUMAC	TRUSTEE 1.00	0	0	0
1634 ANDOVER ROAD COLUMBUS,OH43212	TRUSTEE 1.00	0	0	0

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...................				0

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
NONE

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


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 arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,776,818

Average of monthly cash balances.......................

135,902

Fair market value of all other assets (see instructions)................

405,444

Total (add lines 1a, b, and c).........................

4,318,164

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,318,164

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

64,772

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,253,392

Minimum investment return. Enter 5% (0.05) of line 5................

212,670

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.)

Minimum investment return from Part IX, line 6..................

212,670

Tax on investment income for 2022 from Part V, line 5.......

1,761

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,761

Distributable amount before adjustments. Subtract line 2c from line 1............

210,909

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

210,909

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

210,909

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

231,179

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

231,179

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					210,909
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......	73,098
d From 2021......	75,165
e From 2022......	15,109
f Total of lines 3a through e ........		163,372
4Qualifying distributions for 2023 from Part
XI, line 4: $ 231,179
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.....					210,909
e Remaining amount distributed out of corpus		20,270
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		183,642
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 ......		183,642
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....	73,098
c Excess from 2021....	75,165
d Excess from 2022....	15,109
e Excess from 2023....	20,270

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

MATTHEW PATTERSON TREASURER
2517 CASSANDRA MARIE DRIVE
BALLWIN,MO63021
(314) 518-8387
D.MATTHEW.PATTERSON@GMAIL.COM

bThe form in which applications should be submitted and information and materials they should include:

NO SPECIFIC FORM. REQUIRE PROOF OF TAX EXEMPT STATUS.

cAny submission deadlines:

JULY 1ST EACH YEAR

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BALLET METROPOLITAN 322 MOUNT VERNON AVENUE COLUMBUS,OH43215	NONE	PC	GENERAL FUND	7,500
CASA 373 SOUTH HIGH STREET 15TH FLOOR COLUMBUS,OH43215	NONE	PC	GENERAL FUND	20,000
CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED 3101 MAIN STREET KANSAS CITY,MO64111	NONE	PC	GENERAL FUND	10,000
COMMUNITY KITCHEN 640 S OHIO AVE COLUMBUS,OH43205	NONE	PC	GENERAL FUND	5,000
COMMUNITY OF THE HOLY ROSARY 648 SOUTH OHIO AVE COLUMBUS,OH43205	NONE	PC	HOLY ROSARY/FOOD PANTRY	18,000
CUNNINGHAM CHILDREN'S HOME 1301 N CUNNINGHAM AVE URBANA,IL61802	NONE	PC	GENERAL FUND	10,000
FIRST TEE OF CENTRAL OHIO 7309 E LIVINGSTON AVE REYNOLDSBURG,OH43068	NONE	PC	GENERAL FUND	5,000
INDIANA UNIVERSITY 107 S INDIANA AVE BLOOMINGTON,IN47405	NONE	PC	GENERAL FUND	30,276
MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC (MACC FUND) 10000 W INNOVATION DR SUITE 135 MILWAUKEE,WI53226	NONE	PC	THE RINGER	1,000
OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS,OH43210	NONE	PC	GENERAL FUND	30,105
OHIOANA LIBRARY 274 E 1ST AVE STE 300 COLUMBUS,OH43201	NONE	PC	GENERAL FUND	3,500
PREVENT BLINDNESS OHIO 1500 W THIRD AVE SUITE 200 COLUMBUS,OH43212	NONE	PC	GENERAL FUND	5,000
RONALD MCDONALD HOUSE CENTRAL OHIO 711 E LIVINGSTON AVE COLUMBUS,OH43205	NONE	PC	GENERAL FUND	5,000
ST MARY'S TALL SHIP ALLIANCE 500 CARDINAL CIRCLE SAINT MARYS,GA31558	NONE	PC	GENERAL FUND	1,000
WILDERMUTH CHURCH 3405 CARROLL EARTERN ROAD CARROLL,OH43112	NONE	PC	BUILDING AND GENERAL FUND	25,000
FOAR FROM HOME 2794 LONG BOAT DR FERNANDINA BEACH,FL32034	NONE	PC	GENERAL FUND	2,500
REACH OUT AND READ 2100 W 36 AVE 116 KANSAS CITY,KS66103	NONE	PC	GENERAL FUND	1,000
Total ................................. 3a				179,881

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	8,645
4 Dividends and interest from securities ....			14	92,527
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	17,777
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	46,782
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aCANCELLED GRANT
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		165,731	0

13Total. Add line 12, columns (b), (d), and (e)..................

165,731

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
11	RETURNED GRANT

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEE	4,000	2,000		2,000

- TIN:

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

TY 2023 DepreciationSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income
SHED	1974-01-01	7,401	7,401	SL	20.000000000000	0	0
SHED ADDITION	1975-01-01	1,712	1,712	SL	20.000000000000	0	0
CORN CRIB	1976-09-10	509	509	SL	15.000000000000	0	0
GRAIN BIN & DRYER	1977-01-01	16,468	14,821	SL	15.000000000000	0	0
DRAINAGE TILE	1991-06-01	8,131	8,131	SL	20.000000000000	0	0
GRAIN BIN-ADJ	1991-06-01	9,657	9,657	SL	20.000000000000	0	0
TILE INSTALLED	1992-06-01	2,243	2,243	SL	20.000000000000	0	0
TILE WORK & DITCHING	1992-06-01	7,000	7,000	SL	20.000000000000	0	0
TILE OUTLET & WATER LINE	1992-06-01	211	211	SL	20.000000000000	0	0
CONCRETE & GRAVEL FOR BIN	1992-06-01	1,031	1,031	SL	15.000000000000	0	0
BLOCK FOR GRAIN BIN	1992-06-01	338	338	SL	15.000000000000	0	0
WIRING GRAIN BIN	1992-06-01	316	316	SL	15.000000000000	0	0
BARN GARAGE DOOR	1996-01-01	602	602	SL	20.000000000000	0	0
DITCHING FENCE ROWS	1997-08-15	3,748	3,748	SL	20.000000000000	0	0
FILE TILE	1997-08-15	4,021	4,021	SL	20.000000000000	0	0
FIELD TILE	1999-01-01	3,753	3,753	SL	20.000000000000	0	0
FENCING & IMPROVEMENTS	2001-05-17	4,700	4,700	SL	10.000000000000	0	0
FENCE	2001-12-19	2,950	2,950	SL	10.000000000000	0	0
TENANT HOUSE & BARN	1969-09-30	10,000	10,000	SL	30.000000000000	0	0
OIL FURNACE-TENANT HOUSE	1978-01-01	975	878	SL	15.000000000000	0	0
TENANT HOUSE IMPROVEMENTS	1981-01-01	846	846	SL	10.000000000000	0	0
INSULATION-TENANT HOUSE	1978-01-01	1,107	1,107	SL	10.000000000000	0	0
TENANT HOUSE-FLOOR COVERING	1981-01-01	340	340	SL	10.000000000000	0	0
TENANT HOUSE IMPROVEMENTS	1984-01-01	19,617	19,617	SL	15.000000000000	0	0
FLOORS-TENANT HOUSE	1986-06-01	1,945	1,945	SL	10.000000000000	0	0
TENANT HOUSE IMPROVEMENTS	1990-06-01	60,980	60,980	SL	15.000000000000	0	0
TENANT HOUSE IMPROVEMENTS	1991-06-01	6,074	6,074	SL	15.000000000000	0	0
MATERIAL AND WINDOWS TENANT HOUSE	1994-12-01	9,422	9,422	SL	20.000000000000	0	0
WINDOWS-TENANT HOUSE	1994-12-01	4,785	4,785	SL	20.000000000000	0	0
STORM DOOR-TENANT HOUSE	1996-01-01	202	202	SL	20.000000000000	0	0
AC & WATER HEATER-TENANT HOUSE	1997-08-15	2,357	2,357	SL	10.000000000000	0	0
ALUM PORCH COLUMNS-TENANT HOUSE	2000-08-22	735	607	SL	27.500000000000	27	27
AERATOR FOR SEPTIC TANK-TE	2000-06-22	413	413	200DB	7.000000000000	0	0
CEILING FANS-TENANT HOUSE	2000-06-22	153	153	200DB	7.000000000000	0	0
LAND	1969-09-30	58,000		L		0	0
FIELD TILE	2009-04-03	3,269	2,201	SL	20.000000000000	163	163
NEW ELECTRIC PANEL	2009-06-10	1,620	799	SL	27.500000000000	59	59
CONCRETE STEPS-TENANT HOUSE	2009-06-22	1,914	948	SL	27.500000000000	70	70
NEW ROOF-GARAGE AND PORCH	2010-09-10	4,137	1,844	SL	27.500000000000	150	150
CARPET-DOWNSTAIRS	2011-09-06	1,856	1,856	SL	10.000000000000	0	0
CARPET-UPSTAIRS	2011-10-19	1,354	1,354	SL	10.000000000000	0	0
FURNACE	2011-08-19	2,400	1,840	SL	15.000000000000	160	160
APPLIANCES-RANGE	2011-10-06	585	585	SL	10.000000000000	0	0
APPLIANCES-REFRIGERATOR	2011-10-06	499	499	SL	10.000000000000	0	0
NEW DOWNSTAIR BATH	2012-07-20	1,719	659	SL	27.500000000000	63	63
GRAIN BIN	2013-12-22	10,414	4,754	SL	20.000000000000	521	521

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AQR DIVERSIFIED ARBITRAGE FUND	30,663	30,314
ARTISAN HIGH INCOME FUND	81,217	79,044
COHEN & STEERS PFD SECURITIES & INCOME FUND CLASS I	32,365	30,342
DODGE & COX INCOME FD	128,913	120,589
DOUBLELINE TOTAL RETURN BOND	134,463	119,082
ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BD FD	152,419	156,302
VIRTUS ALLIANZGI CONVERTIBLE FD	32,772	30,090

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	33,103	31,769
ADOBE SYS INC	23,938	35,796
ALPHABET INC CAP STK CL A	69,358	86,608
AMAZON.COM INC	48,046	56,674
AMERICAN ELEC PWR INC	15,267	13,564
AMERICAN TOWER CORP	20,930	17,055
APPLE INC	39,984	119,369
APPLIED MATLS INC	9,700	23,824
BAILLIE GIFFORD EMRG MKTS I	139,807	122,245
BERKSHIRE HATHAWAY INC DEL	21,300	27,106
BLACKROCK INC	14,887	25,166
BOOKING HLDGS INC	13,993	17,736
BROADCOM INC	18,730	23,441
CALVERT EMERGING MARKETS EQUITY FUND CLASS I	122,011	107,681
CHEVRON CORPORATION	20,664	27,147
CISCO SYSTEMS INC	23,684	23,239
COCA COLA CO	19,911	25,340
COMCAST CORP CL A	17,807	15,348
CVS HEALTH CORPORATION	29,851	22,740
DISNEY WALT CO	19,006	16,884
ESG AWARE MSCI EAFE ETF	209,485	216,120
EXXON MOBIL CORP	16,081	15,097
HARDING LOEVNER INTL EQUITY INST	130,422	141,690
HOME DEPOT INC	16,547	28,071
HONEYWELL INTL INC	28,244	28,940
ILLINOIS TOOL WKS INC	11,974	14,669
JOHNSON & JOHNSON	30,638	30,251
JPMORGAN CHASE & CO	28,272	44,056
LILLY (ELI) & CO	13,742	23,317
LINDE PLC COM	11,690	16,018
LOCKHEED MARTIN CORP	23,377	24,475
MARATHON PETROLEUM CORP	6,921	7,863
MASTERCARD INC	20,041	32,415
MCDONALDS CORP	19,588	22,535
META PLATFORMS INC CL A	18,521	21,238
MICROSOFT CORP	34,566	123,341
MORGAN STANLEY	15,073	26,203
NEUBERGER BERMAN LONG SHORT INST	41,561	42,190
NEXTERA ENERGY INC	11,589	15,853
NIKE INC	18,496	14,114
NVIDIA CORP	9,412	76,264
O REILLY AUTOMOTIVE INC	9,185	14,251
PFIZER INC	27,267	14,683
PROCTER & GAMBLE CO	27,654	31,946
PROLOGIS INC	19,979	16,263
S&P GLOBAL INC	22,766	23,348
SALESFORCE.COM INC	16,287	26,840
SCHLUMBERGER LTD	9,527	8,743
SEAFARER OVERSEAS GR & INCOME INST.	131,690	126,706
SHERWIN WILLIAMS CO	11,642	27,759
TESLA, INC	26,540	24,600
TEXAS INSTRS INC	8,038	13,637
THERMO FISHER SCIENTIFIC INC	12,955	21,762
UNITED PARCEL SVC INC	17,133	13,993
UNITEDHEALTH GROUP INC	16,779	37,379
WALMART INC	31,166	33,895
WASTE MGMT INC DEL	17,598	20,597
WELLS FARGO & COMPANY	18,889	16,882
ZOETIS INC	17,668	17,369

- TIN:

TY 2023 InvestmentsLandSchedule2

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value
SHED	7,401	7,401	0
SHED ADDITION	1,712	1,712	0
CORN CRIB	509	509	0
GRAIN BIN & DRYER	16,468	14,821	1,647
DRAINAGE TILE	8,131	8,131	0
GRAIN BIN-ADJ	9,657	9,657	0
TILE INSTALLED	2,243	2,243	0
TILE WORK & DITCHING	7,000	7,000	0
TILE OUTLET & WATER LINE	211	211	0
CONCRETE & GRAVEL FOR BIN	1,031	1,031	0
BLOCK FOR GRAIN BIN	338	338	0
WIRING GRAIN BIN	316	316	0
BARN GARAGE DOOR	602	602	0
DITCHING FENCE ROWS	3,748	3,748	0
FILE TILE	4,021	4,021	0
FIELD TILE	3,753	3,753	0
FENCING & IMPROVEMENTS	4,700	4,700	0
FENCE	2,950	2,950	0
TENANT HOUSE & BARN	10,000	10,000	0
OIL FURNACE-TENANT HOUSE	975	878	97
TENANT HOUSE IMPROVEMENTS	846	846	0
INSULATION-TENANT HOUSE	1,107	1,107	0
TENANT HOUSE-FLOOR COVERING	340	340	0
TENANT HOUSE IMPROVEMENTS	19,617	19,617	0
FLOORS-TENANT HOUSE	1,945	1,945	0
TENANT HOUSE IMPROVEMENTS	60,980	60,980	0
TENANT HOUSE IMPROVEMENTS	6,074	6,074	0
MATERIAL AND WINDOWS TENANT HOUSE	9,422	9,422	0
WINDOWS-TENANT HOUSE	4,785	4,785	0
STORM DOOR-TENANT HOUSE	202	202	0
AC & WATER HEATER-TENANT HOUSE	2,357	2,357	0
ALUM PORCH COLUMNS-TENANT HOUSE	735	634	101
AERATOR FOR SEPTIC TANK-TE	413	413	0
CEILING FANS-TENANT HOUSE	153	153	0
LAND	58,000	0	58,000
FIELD TILE	3,269	2,364	905
NEW ELECTRIC PANEL	1,620	858	762
CONCRETE STEPS-TENANT HOUSE	1,914	1,018	896
NEW ROOF-GARAGE AND PORCH	4,137	1,994	2,143
CARPET-DOWNSTAIRS	1,856	1,856	0
CARPET-UPSTAIRS	1,354	1,354	0
FURNACE	2,400	2,000	400
APPLIANCES-RANGE	585	585	0
APPLIANCES-REFRIGERATOR	499	499	0
NEW DOWNSTAIR BATH	1,719	722	997
GRAIN BIN	10,414	5,275	5,139

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALLSPRING FUNDS SPECIAL SMALL CAP VALUE CLASS INSTL	AT COST	67,566	70,538
BOSTON PARTNERS EMRG MKTS L S INST	AT COST	8,645	8,070
COHEN & STEERS REALTY SHARES I	AT COST	71,776	71,494
CONESTOGA FDS SMALL CAP INSTL	AT COST	68,461	72,548
CREDIT SUISSE OPPORTUNITY FDS	AT COST	11,896	10,149
DEUTSCHE REAL ASSETS INST	AT COST	48,471	46,509
DODGE & COX INTL STOCK FUND	AT COST	132,821	140,359
EATON CORP PLC SHS	AT COST	17,128	25,527
FIDELITY INTERNATIONAL INDEX	AT COST	130,237	140,345
FIDELITY SMALL CAP	AT COST	31,882	37,912
FIDELITY MID CAP INDEX INSTL PREM	AT COST	70,218	80,065
GRANDEUR PEAK INTL STALWARTS INST	AT COST	72,930	78,328
ISHARES S&P GLOB INFRAS INDEX FD	AT COST	39,988	39,287
RBB FD ABBEY CP STR I	AT COST	26,966	24,215
SPDR PORTFOLIO S&P 400 MID CAP ETF	AT COST	58,618	63,044
STONE RIDGE HIGH YIELD CL I	AT COST	25,278	25,241
VANGUARD MID-CAP GROWTH INDEX	AT COST	36,177	36,009

- TIN:

TY 2023 OtherExpensesSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
INSURANCE	2,483	0	0
OHIO REGISTRATION	200	0	200
FARM INSURANCE	3,223	3,223	0
FARM EXPENSES	6,487	6,487	0

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Description	Amount
BOOK/TAX DIFFERENCE	252

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Description	Beginning of Year - Book Value	End of Year - Book Value
FARM EXPENSE PAYABLE	6,487	3,244

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGT FEES	27,816	27,816		0

- TIN:

TY 2023 TaxesSchedule

Name:

E F WILDERMUTH FOUNDATION

C/O MATTHEW PATTERSON

EIN:

31-6050202

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAXES PAID	13,564	0		0
RE TAXES PAID	9,256	9,256		0