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
THE J E FEHSENFELD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)5400 WEST 86TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46268
A Employer identification number

35-2091086
B Telephone number (see instructions)

(317) 854-0901
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$1,728,043J 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) 600,834
2 Check right arrow.............
3 Interest on savings and temporary cash investments 39,399 39,399 39,399
4 Dividends and interest from securities... 26,921 26,921 26,921
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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........ 667,154 66,320 66,320
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,986 0 0 16,986
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,457 0 0 26,457
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
956 153 0 803
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 41,935 0 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,544 0 0 2,544
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 88,878 153 0 46,790
25 Contributions, gifts, grants paid....... 540,500 540,500
26 Total expenses and disbursements. Add lines 24 and 25 629,378 153 0 587,290
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 37,776
b Net investment income (if negative, enter -0-) 66,167
c Adjusted net income (if negative, enter -0-)... 66,320
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 29,680 28,117 28,117
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 308,523 Click to see attachment
List of Attached Documents:
// Content
308,523 		687,825
c Investments—corporate bonds (attach schedule)....... 230,114 Click to see attachment
List of Attached Documents:
// Content
230,114 		218,163
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 707,599 Click to see attachment
List of Attached Documents:
// Content
793,938 		793,938
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,275,916 1,360,692 1,728,043
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
47,000
23 Total liabilities (add lines 17 through 22)......... 0 47,000
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........ 380,000 380,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 895,916 933,692
29 Total net assets or fund balances (see instructions)..... 1,275,916 1,313,692
30 Total liabilities and net assets/fund balances (see instructions). 1,275,916 1,360,692
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
1,275,916
2
Enter amount from Part I, line 27a .....................
2
37,776
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,313,692
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
1,313,692
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.)
1a
b
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
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
b
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  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 920
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........................... 3 920
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- ..... 5 920
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 46
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 966
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDEBRA BAKER SECRETARY Telephone no.right arrow (317) 854-0901

Located atright arrow5400 WEST 86TH STREETINDIANAPOLISIN ZIP+4right arrow46268
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
 
No
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
SHANNON BURNS PRESIDENT
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
NANCY SMITH DIRECTOR
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
DEBRA ANN BAKER SECRETARY
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
ROBIN FEHSENFELD DIRECTOR
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
JUDEE FEHSENFELD VICE PRESIDENT
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
STEVE STUK DIRECTOR
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
ASHLEE FEHSENFELD DIRECTOR
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
SARAH IMMEKUS DIRECTOR
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
JASON IMMEKUS DIRECTOR
0.00 		0 0 0
5400 WEST 86TH STREET
INDIANAPOLIS,IN46268
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION DOES NOT DIRECTLY PARTICIPATE IN CHARITABLE ACTIVITIES. THE ACTIVITIES OF THE DIRECTORS ARE LIMITED TO THE ADMINISTRATION OF GRANTS TO QUALIFIED UNRELATED 501(C)(3) ORGANIZATIONS. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
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
868,161
b
Average of monthly cash balances.......................
1b
100,072
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
968,233
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
968,233
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,523
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
953,710
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
47,686
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
47,686
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
920
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
920
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,766
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
46,766
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
46,766
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
587,290
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
587,290
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 46,766
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...... 487,098
b From 2019...... 469,243
c From 2020...... 609,191
d From 2021...... 566,657
e From 2022...... 484,404
f Total of lines 3a through e ........ 2,616,593
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 587,290
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..... 46,766
e Remaining amount distributed out of corpus 540,524
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 3,157,117
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) ... 		487,098
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,670,019
10 Analysis of line 9:
a Excess from 2019.... 469,243
b Excess from 2020.... 609,191
c Excess from 2021.... 566,657
d Excess from 2022.... 484,404
e Excess from 2023.... 540,524
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE JE FEHSENFELD FAMILY FOUNDATION
5400 W 86TH STREET
INDIANAPOLIS,IN46268
(317) 854-0901
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

A PRECIOUS CHILD

7051 W 118TH AVENUE
BROOMFILED,CO80020 		NONE 501(C)(3) UNRESTRICTED 15,000

ADT FOURTH WORLD

PO BOX 1787
GALLUP,NM87305 		NONE 501(C)(3) UNRESTRICTED 7,500

AFRICA MISSION SERVICES OF USA

PO BOX 906
CHATTANOOGA,TN37401 		NONE 501(C)(3) UNRESTRICTED 1,000

AMS FOUNDATION

12060 SOMERSET WAY EAST
CARMEL,IN46033 		NONE 501(C)(3) UNRESTRICTED 1,000

ANGELINES WYCA

PO BOX 84202
SEATTLE,WA98124 		NONE 501(C)(3) UNRESTRICTED 7,500

ASSOCIATION OF GLEANING ORGANIZATIONS

PO BOX 651098
SALT LAKE CITY,UT84165 		NONE 501(C)(3) UNRESTRICTED 7,500

BASEBALL HAVEN ALUMNI ASSOCIATION

3066 KETTERING BOULEVARD
DAYTON,OH45439 		NONE 501(C)(3) UNRESTRICTED 500

BAXTER COMMUNITY CENTER

935 BAXTER STREET
GRAND RAPIDS,MI59606 		NONE 501(C)(3) UNRESTRICTED 7,500

BENZIE AREA CHRISTIAN NEIGHBORS

2804 BENZIE HIGHWAY
BENZONIA,MI49616 		NONE 501(C)(3) UNRESTRICTED 1,500

BIRDIES FOR BABIES

7925 GRACELAND STREET
CENTERVILLE,OH45459 		NONE 501(C)(3) UNRESTRICTED 1,000

BLUEBIRD OF HOPE

937 HARD LUCK ROAD
MARION,TX78124 		NONE 501(C)(3) UNRESTRICTED 500

BOSMA VISIONARY FOUNDATION

6270 CORPORATE DRIVE
INDIANAPOLIS,IN46268 		NONE 501(C)(3) UNRESTRICTED 1,000

BRAVE SPACE ALLIANCE

1515 E 52ND PLAZA
CHICAGO,IL60615 		NONE 501(C)(3) UNRESTRICTED 2,000

BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE

8935 N MERIDIAN STREET SUITE 200
INDIANAPOLIS,IN46206 		NONE 501(C)(3) UNRESTRICTED 7,500

BUNCOMBE PARTNERSHIP FOR CHILDREN

53 ASHELAND AVENUE
ASHEVILLE,NC28801 		NONE 501(C)(3) UNRESTRICTED 1,000

CASA OF LANE COUNTY

174 DEADMOND FERRY ROAD
SPRINGFIELD,OR97477 		NONE 501(C)(3) UNRESTRICTED 8,500

CHILDREN'S HUNGER ALLIANCE

1105 SCHROCK RD STE 505
CINCINNATI,OH43229 		NONE 501(C)(3) UNRESTRICTED 15,000

CINCINNATI HIGHSCHOOL CHRISTIAN ACADEMY

8283 KEMPER ROAD
CINCINNATI,OH45249 		NONE 501(C)(3) UNRESTRICTED 1,000

COALITION FOR IMMIGRANT NEIGHBORS

1100 W 42ND STREET
INDIANAPOLIS,IN46222 		NONE 501(C)(3) UNRESTRICTED 1,000

CYSTIC FIBROSIS FOUNDATION

2701 NW VAUGHN STREET 203
PORTLAND,OR97210 		NONE 501(C)(3) UNRESTRICTED 8,000

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120 		NONE 501(C)(3) UNRESTRICTED 9,500

FAIR ELECTIONS

PO BOX 66 SUITE 701
WASHINGTON,DC20006 		NONE 501(C)(3) UNRESTRICTED 1,000

FAIRSHARE

6422 W 63RD STREET
CHICAGO,IL60638 		NONE 501(C)(3) UNRESTRICTED 2,000

FIRST DESCENTS

3858 WALNUT STREET STE 161
DENVER,CO80205 		NONE 501(C)(3) UNRESTRICTED 7,500

FLANNER HOUSE OF INDIANAPOLIS

2424 MARTIN LUTHER KING JR STREET
INDIANAPOLIS,IN46208 		NONE 501(C)(3) UNRESTRICTED 7,500

FREEDOM MINISTRIES

2905 E 46TH STREET
INDIANAPOLIS,IN46205 		NONE 501(C)(3) UNRESTRICTED 2,500

GLEANERS FOOD BANK

3737 WALDEMERE AVENUE
INDIANAPOLIS,IN46241 		NONE 501(C)(3) UNRESTRICTED 8,500

GO PANTRY

7960 KENTUCKY DRIVE SUITE 1
FLORENCE,KY41042 		NONE 501(C)(3) UNRESTRICTED 500

GREENHILL HUMANE SOCIETY

88530 GREEN HILL ROAD
EUGENE,OR97402 		NONE 501(C)(3) UNRESTRICTED 1,000

HIGHLAND LATIN SCHOOL

PO BOX 4462
CARMEL,IN46802 		NONE 501(C)(3) UNRESTRICTED 500

HOLIDAY PARK

6363 SPRINGMILL ROAD
INDIANAPOLIS,IN46260 		NONE 501(C)(3) UNRESTRICTED 2,000

HOWARD BROWN

3245 N HALSTED STREET
CHICAGO,IL60657 		NONE 501(C)(3) UNRESTRICTED 25,000

HUNTINGTON HARBOUR PHILHARMONIC

16889 ALGONQUIN ST
HUNTINGTON BEACH,CA96249 		NONE 501(C)(3) UNRESTRICTED 1,000

I AM ALS

1200 PENNSYLVANIA AVE NW 14135
WASHINGTON,DC20044 		NONE 501(C)(3) UNRESTRICTED 500

INDIANA YOUTH HOCKEY ASSOCIATION

1040 3RD AVENE SW
CARMEL,IN46032 		NONE 501(C)(3) UNRESTRICTED 7,500

INDIANAPOLIS ART CENTER

820 E 67TH ST
INDIANAPOLIS,IN46220 		NONE 501(C)(3) UNRESTRICTED 1,000

INDY HUMANE

7929 MICHIGAN ROAD
INDIANAPOLIS,IN46268 		NONE 501(C)(3) UNRESTRICTED 1,000

LIFE CHURCH NOBLESVILLE

2200 SHERIDAN ROAD
NOBLESVILLE,IN46062 		NONE 501(C)(3) UNRESTRICTED 500

LOOKING GLASS COMMUNITY SERVICES

260 E 11TH STREET
EUGENE,OR97401 		NONE 501(C)(3) UNRESTRICTED 25,000

MADISON AREA URBAN MINISTRY JUST DANE

2115 S PARK STREET
MADISON,WI53713 		NONE 501(C)(3) UNRESTRICTED 7,500

MANNA FOOD BANK

627 SWANNONOA RIVER ROAD
ASHEVILLE,NC28805 		NONE 501(C)(3) UNRESTRICTED 1,000

MARA ELEPHANT PROJECT

4000 W 106TH STREET
CARMEL,IN46032 		NONE 501(C)(3) UNRESTRICTED 1,000

MARINER'S INN

445 LEDYARD STREET
DETROIT,MI48201 		NONE 501(C)(3) UNRESTRICTED 1,000

MARSHALL B KETCHUM UNIVERSITY

2575 YORBA LINDA BOULEVARD
FULLERTON,CA92837 		NONE 501(C)(3) UNRESTRICTED 7,500

MATTHEW 25 MINISTRIES

11060 KENWOOD ROAD
BLUE ASH,OH45242 		NONE 501(C)(3) UNRESTRICTED 1,000

MERCY ROAD NW

9511 ANGOLA COURT
INDIANAPOLIS,IN46268 		NONE 501(C)(3) UNRESTRICTED 2,000

MERCY SHIPS

PO BOX 2020
LINDALE,TX75771 		NONE 501(C)(3) UNRESTRICTED 7,500

MISSION OF MARY

619 SILVER LANE
DAYTON,OH45410 		NONE 501(C)(3) UNRESTRICTED 15,000

MOCKINGBIRD SOCIETY

2100 24TH AVENUE SUITE 240
SEATTLE,WA98144 		NONE 501(C)(3) UNRESTRICTED 7,500

MOODY BIBLE INSTITUTE

820 N LASALLE BOULEVARD
CHICAGO,IL60610 		NONE 501(C)(3) UNRESTRICTED 333

MORNING DOVE THERAPEUTIC RIDING

7444 W 96TH STREET
ZIONSVILLE,IN46077 		NONE 501(C)(3) UNRESTRICTED 2,000

NOFA VT

14 PLEASANT STREET
RICHMOND,VT05477 		NONE 501(C)(3) UNRESTRICTED 10,000

NORTHSIDE FOOD PANTRY

7700 N MERIDIAN STREET
INDIANAPOLIS,IN46260 		NONE 501(C)(3) UNRESTRICTED 500

OHIO WILDERNESS BOYS CAMP

44641 ZERGER QUARRY ROAD
SUMMERFIELD,OH43788 		NONE 501(C)(3) UNRESTRICTED 500

OINKING ACRES

8420 N COUNTY ROAD 650 E
BROWNSBURG,IN46112 		NONE 501(C)(3) UNRESTRICTED 4,000

ONE FOR ISRAEL

2405 MUSTANG DRIVE
GRAPEVINE,TX76051 		NONE 501(C)(3) UNRESTRICTED 334

OUTSIDE IN

1132 S W 13TH AVENUE
PORTLAND,OR97205 		NONE 501(C)(3) UNRESTRICTED 25,000

PATACHOU FOUNDATION

4565 MARCY LANE
INDIANAPOLIS,IN46205 		NONE 501(C)(3) UNRESTRICTED 63,500

PAWSITIVE TAILS DOG RESCUE

604 E HAROLD STREET
OLATHE,KS66061 		NONE 501(C)(3) UNRESTRICTED 1,500

PILGRIM AFRICA

115 N 85TH STREET STE 202
SEATTLE,WA98103 		NONE 501(C)(3) UNRESTRICTED 2,000

PINE MOUNTAIN BOYS ACADEMY

736 US HIGHWAY 19
MEANSVILLE,GA30256 		NONE 501(C)(3) UNRESTRICTED 333

PLANNED PARENTHOOD

200 S MERIDIAN STREET STE 400
INDIANAPOLIS,IN46225 		NONE 501(C)(3) UNRESTRICTED 7,500

PROJECT 4 PAWS

105A THREE MILES ROAD
WILDER,KY41076 		NONE 501(C)(3) UNRESTRICTED 500

PURDUE FOUNDATION

403 WEST WOOD STREET
LAFAYETTE,IN47907 		NONE 501(C)(3) UNRESTRICTED 1,000

RAGS TO RICHES

10536 CULVER BOULEVARD
CULVER CITY,CA90232 		NONE 501(C)(3) UNRESTRICTED 1,000

RILEY CHILDREN'S HOSPITAL

30 S MERIDIAN STE 200
INDIANAPOLIS,IN46204 		NONE 501(C)(3) UNRESTRICTED 1,000

RUBY'S RAINBOWS

PO BOX 153095
AUSTIN,TX78715 		NONE 501(C)(3) UNRESTRICTED 7,500

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		NONE 501(C)(3) UNRESTRICTED 1,500

SECOND HELPINGS

1121 SOUTHEASTERN AVENUE
INDIANAPOLIS,IN46202 		NONE 501(C)(3) UNRESTRICTED 32,000

SERVE THE PEOPLE

1206 E 17TH STREET
SANTA CLARA,CA92701 		NONE 501(C)(3) UNRESTRICTED 1,000

SHEEP CARE AFRICA

527 WING POINT
COLDWATER,MI49036 		NONE 501(C)(3) UNRESTRICTED 1,000

SHEPHERD COMMUNITY CENTER

4107 E WASHINGTON STREET
INDIANAPOLIS,IN46201 		NONE 501(C)(3) UNRESTRICTED 6,000

SHROADER HIGH SCHOOL COMMUNITY SERVICE

5030 DUCK CREEK ROAD
CINCINNATI,OH45227 		NONE 501(C)(3) UNRESTRICTED 1,000

SIDEKICK FOUNDATION

40000 W 106TH STREET SUITE 125-238
CARMEL,IN46032 		NONE 501(C)(3) UNRESTRICTED 7,500

SOMO

BUILDING PERLA PACIFICO PREMIS
ELEVEN
PUNTARENAS    
CS 		NONE 501(C)(3) UNRESTRICTED 15,000

ST JUDES CHILDREN'S FOUNDATION

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE 501(C)(3) UNRESTRICTED 1,000

STRIDES FOR SUCCESS

1350 TERRY DRIVE
PLAINFIELD,IN46168 		NONE 501(C)(3) UNRESTRICTED 9,500

SYNERGY SERVICES

400 EAST 6TH STREET
PARKVILLE,MO64152 		NONE 501(C)(3) UNRESTRICTED 7,500

TEACH ONE TO LEAD ONE CENTRAL INDIANA

PO BOX 194
CICERO,IN46034 		NONE 501(C)(3) UNRESTRICTED 7,500

THE GOLDEN SCOOP

9540 NALL AVE
OVERLADN PARK,KS66207 		NONE 501(C)(3) UNRESTRICTED 8,500

THE MOUNTAINS COMMUNITY HOSPITAL FOUNDATION

PO BOX 1493
LAKE ARROWHEAD,CA92352 		NONE 501(C)(3) UNRESTRICTED 7,500

THE ORCHARD SCHOOL

615 W 64TH STREET
INDIANAPOLIS,IN46260 		NONE 501(C)(3) UNRESTRICTED 2,000

THE VILLAGES

3833 N MERIDIAN STREET
INDIANAPOLIS,IN46208 		NONE 501(C)(3) UNRESTRICTED 7,500

THICH NHAT HANH FOUNDATION

2499 MERLU LANCE
ESCONDIDO,CA92026 		NONE 501(C)(3) UNRESTRICTED 500

TOGETHER RISING

800 W BROAD STREET 6409
FALLS CHURCH,VA22040 		NONE 501(C)(3) UNRESTRICTED 2,000

UNIVERSITY OF MICHIGAN

2018 MLB
ANN ARBOR,MI48109 		NONE 501(C)(3) UNRESTRICTED 1,000

UPDOWNA

PO BOX 309
COLORADO SPRINGS,CO80910 		NONE 501(C)(3) UNRESTRICTED 5,000

WASHINGTON TOWNSHIP SCHOOLS

8550 WOODFIELD CROSSING BOULEVARD
INDIANAPOLIS,IN46264 		NONE 501(C)(3) UNRESTRICTED 15,000

WATER PROJECT AFRICA CRU

527 WING POINT
COLDWATER,MI49036 		NONE 501(C)(3) UNRESTRICTED 1,000

WAVE

1 AQUARIUM WAY
NEWPORT,KY41011 		NONE 501(C)(3) UNRESTRICTED 10,000

WESTSIDE CHRISTIAN SCHOOL

8610 W 10TH STREET
INDIANAPOLIS,IN46234 		NONE 501(C)(3) UNRESTRICTED 500

WORLD FOOD PROGRAMS

1750 H STREET NW SUITE 500
WASHINGTON,DC20006 		NONE 501(C)(3) UNRESTRICTED 10,000

YOUNG LIFE

136 S 9TH STREET
NOBLESVILLE,IN46060 		NONE 501(C)(3) UNRESTRICTED 500
Total .................................right arrow 3a 540,500
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 39,399  
4 Dividends and interest from securities ....     14 26,921  
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 66,320 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
66,320
(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:  
Software Version:  


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
THE J E FEHSENFELD FAMILY FOUNDATION INC
 
Employer identification number

35-2091086
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
THE J E FEHSENFELD FAMILY FOUNDATION INC
  		Employer identification number
35-2091086
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
THE HERITAGE GROUP
 
PO BOX 68123
 
INDIANAPOLIS, IN46268

$ 600,834


(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.)
(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
THE J E FEHSENFELD FAMILY FOUNDATION INC
  		Employer identification number

35-2091086
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
THE J E FEHSENFELD FAMILY FOUNDATION INC
  		Employer identification number

35-2091086
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:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 16,986 0 0 16,986

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD HIGH YIELD CORPORATE FUND 38,557 32,900
VANGUARD LONG-TERM BOND INDEX FUND 36,185 37,352
VANGUARD SHORT-TERM CORPORATE FUND 41,765 40,455
INTER-TERM INVEST-GR ADM 77,486 70,604
SHORT-TERM BOND INDEX FUND ADM 36,121 36,852

TY 2023 InvestmentsCorpStockSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD STRATEGIC EQUITY FUND 35,430 72,692
TOTAL INTL STOCK IX ADMIRAL 44,280 70,118
TOTAL STOCK MKT IDX ADM 57,062 223,602
WINDSOR II FUND ADM 86,678 138,669
VANGUARD US GROWTH FUND ADMIRAL 57,655 135,605
EXPLORER FUND INVESTOR 27,418 47,139

TY 2023 InvestmentsOtherSchedule2
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
THE HERITAGE GROUP INVESTMENT CO., LLC AT COST 764,170 764,170
FEDERAL MONEY MARKET FUND AT COST 29,768 29,768

TY 2023 OtherExpensesSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 2,544 0 0 2,544


TY 2023 OtherLiabilitiesSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 0 47,000


TY 2023 OtherProfessionalFeesSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 26,457 0 0 26,457


TY 2023 TaxesSchedule
Name:
THE J E FEHSENFELD FAMILY FOUNDATION INC
EIN:
35-2091086
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 153 153 0 0
FEDERAL TAX 803 0 0 803