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
CLARENCE E CUSTER AND INEZ R CUSTER
 
Number and street (or P.O. box number if mail is not delivered to street address)125 3RD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, IN47201
A Employer identification number

31-1130385
B Telephone number (see instructions)

(812) 376-1981
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$8,169,485J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,347 10,347  
4 Dividends and interest from securities... 124,926 124,926  
5a Gross rents............ 82,000 82,000 82,000
b Net rental income or (loss) 78,610
6a Net gain or (loss) from sale of assets not on line 10 73,780
b Gross sales price for all assets on line 6a 968,340
7 Capital gain net income (from Part IV, line 2)... 73,780
8 Net short-term capital gain......... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
5,365 5,365  
12 Total. Add lines 1 through 11........ 296,418 296,418 82,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,225 2,535   1,690
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
695 0 0 695
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,074 49,074   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,416 10,416   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 78 0 0 78
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,390 3,390 3,390  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,878 65,415 3,390 2,463
25 Contributions, gifts, grants paid....... 397,300 397,300
26 Total expenses and disbursements. Add lines 24 and 25 465,178 65,415 3,390 399,763
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -168,760
b Net investment income (if negative, enter -0-) 231,003
c Adjusted net income (if negative, enter -0-)... 78,610
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............. 179 6,220 6,220
2 Savings and temporary cash investments......... 244,852 201,014 201,014
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 179,232 Click to see attachment
List of Attached Documents:
// Content
167,944 		165,906
b Investments—corporate stock (attach schedule)....... 2,962,595 Click to see attachment
List of Attached Documents:
// Content
2,889,012 		3,430,274
c Investments—corporate bonds (attach schedule)....... 1,323,937 Click to see attachment
List of Attached Documents:
// Content
1,277,841 		1,282,071
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)..........     0
14 Land, buildings, and equipment: basis right arrow653,396
Less: accumulated depreciation (attach schedule) right arrow117,646 535,750 535,750 3,084,000
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,246,545 5,077,781 8,169,485
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 5,246,545 5,077,781
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,246,545 5,077,781
30 Total liabilities and net assets/fund balances (see instructions). 5,246,545 5,077,781
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
5,246,545
2
Enter amount from Part I, line 27a .....................
2
-168,760
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,077,785
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,077,781
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3113.549 GOLDMAN SACHS TR EMG MKTS INSTL CL   2022-12-20 2023-05-31
b 128. CHARLES SCHWAB CORP   2022-09-29 2023-05-31
c 436. CHARLES SCHWAB CORP   2020-07-23 2023-05-31
d 1057. AT&T INC.   2022-12-20 2023-07-25
e 61. APPLE COMPUTER, INCORPORATED   2020-07-23 2023-07-25
59. MICROSOFT CORPORATION   2020-07-23 2023-07-25
39. TARGET CORP COM   2022-09-29 2023-07-25
262. TARGET CORP COM   2020-07-23 2023-07-25
392. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-08-31 2023-08-08
360. WISDOMTREE FLOATING RATE TREASURY FUND   2022-12-20 2023-08-08
49. CHEVRON CORPORATION   2022-02-28 2023-09-07
148. EXXON MOBIL CORP.   2022-03-28 2023-09-07
99. PAYCHEX INC   2022-09-29 2023-09-07
244. PAYCHEX INC   2020-07-23 2023-09-07
18464.11 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2022-12-20 2023-10-04
.5 WK KELLOGG CO   2020-07-23 2023-10-12
151. WK KELLOGG CO   2022-09-29 2023-11-10
413. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017   2022-09-29 2023-12-05
262. UTILITES SELECT SECTOR SPDR   2022-09-29 2023-12-05
20. ABBOTT LABORATORIES   2020-07-23 2023-12-15
14. ALPHABET INC CL A   2023-12-05 2023-12-15
13. APPLE COMPUTER, INCORPORATED   2022-09-29 2023-12-15
12. ASHLAND GLOBAL HOLDINGS   2022-09-29 2023-12-15
294.886 BNY MELLON INTERNATIONAL BOND FUND CLASS   2022-12-20 2023-12-15
1182.799 BAIRD CORE PLUS BOND INST   2022-12-20 2023-12-15
34. BANK OF AMERICA CORP.   2022-02-28 2023-12-15
531.158 BLACKROCK EMERGING MARKETS FUND CL K   2022-12-20 2023-12-15
838.453 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C   2022-12-20 2023-12-15
316.219 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I   2022-09-29 2023-12-15
9. CBOE GLOBAL MARKETS INC   2023-05-31 2023-12-15
71. CBOE GLOBAL MARKETS INC   2023-05-31 2023-12-15
15. CANADIAN NATIONAL RAILWAY CA   2022-02-28 2023-12-15
5. CATERPILLAR INCORPORATED   2022-09-29 2023-12-15
9. CHEVRON CORPORATION   2022-09-29 2023-12-15
26. CISCO SYSTEMS   2020-07-23 2023-12-15
8. CONSTELLATION BRANDS INC.   2022-12-20 2023-12-15
47. CONSTELLATION BRANDS INC.   2022-12-20 2023-12-15
189.292 CREDIT SUISSE COMM RET STRATEGY INSTL   2021-05-05 2023-12-15
9. DARDEN RESTAURANTS INC.   2023-07-25 2023-12-15
19. WALT DISNEY CO.   2020-07-23 2023-12-15
676.166 EATON VANCE ALL ASSET STRATEGY FUND CL   2022-12-20 2023-12-15
7. ECOLAB INC   2020-07-23 2023-12-15
13. EXXON MOBIL CORP.   2022-09-29 2023-12-15
150.701 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I   2022-12-20 2023-12-15
27. GENERAL MOTORS CO   2023-12-05 2023-12-15
30. GILEAD SCIENCES INC   2020-07-23 2023-12-15
24. HARTFORD FINL SVCS GRP COM STK   2022-12-20 2023-12-15
8. HONEYWELL INTERNATIONAL INC   2022-09-29 2023-12-15
53. INTEL CORPORATION   2022-12-20 2023-12-15
13. INTERNATIONAL BUSINESS MACHINES CORPORATION   2022-12-20 2023-12-15
12. ISHARES 7-10 YEAR TREASURY BOND ETF   2023-08-08 2023-12-15
48. ISHARES RUSSELL 2000 INDEX FD   2020-11-24 2023-12-15
19. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-12-20 2023-12-15
28. ISHARES 3-7 YEAR TREASURY BOND ETF   2022-08-31 2023-12-15
12. JP MORGAN CHASE   2022-09-29 2023-12-15
9. JOHNSON & JOHNSON   2022-09-29 2023-12-15
22. JOHNSON & JOHNSON   2022-09-29 2023-12-15
23. KELLOGG COMPANY   2022-09-29 2023-12-15
146. KELLOGG COMPANY   2022-09-29 2023-12-15
7. LOWES COMPANIES INCORPORATED   2022-09-29 2023-12-15
326.672 MFS INTERNATIONAL EQUITY FUND - R6   2023-10-04 2023-12-15
1635.956 METROPOLITAN WEST T/R BOND-I #512   2022-12-20 2023-12-15
8. MICROSOFT CORPORATION   2022-09-29 2023-12-15
12. MICROSOFT CORPORATION   2022-09-29 2023-12-15
11. PEPSICO INCORPORATED   2022-09-27 2023-12-15
55. PEPSICO INCORPORATED   2022-09-29 2023-12-15
40. PFIZER INCORPORATED   2022-02-28 2023-12-15
292.951 PRINCIPAL REAL ESTATE SECURITIES FUND   2021-05-05 2023-12-15
12. PROCTER & GAMBLE COMPANY   2022-09-29 2023-12-15
57. PROCTER & GAMBLE COMPANY   2022-09-29 2023-12-15
9. QUALCOMM INCORPORATED   2022-02-28 2023-12-15
15. RAYTHEON TECHNOLOGIES CORP CORPORATION   2023-12-05 2023-12-15
1105.909 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2022-12-20 2023-12-15
5. S&P 500 DEPOSITARY RECEIPTS (SPDR)   2022-09-29 2023-12-15
16. SCHLUMBERGER LIMITED   2023-09-07 2023-12-15
35. UTILITES SELECT SECTOR SPDR   2022-09-29 2023-12-15
9. STRYKER CORPORATION   2022-09-29 2023-12-15
44. STRYKER CORPORATION   2022-09-29 2023-12-15
46.86 VANGUARD EMERGING MARKETS BOND FUND - A   2023-05-31 2023-12-15
8. VISA INC CL A   2020-07-23 2023-12-15
5. ACCENTURE PLC IE   2023-09-07 2023-12-15
9. EATON CORPORATION PLC EI   2022-09-29 2023-12-15
7502.394 BNY MELLON INTERNATIONAL BOND FUND CLASS   2022-12-20 2023-12-28
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,244   28,582 -1,338
b 6,733   9,230 -2,497
c 22,934   15,314 7,620
d 15,594   19,069 -3,475
e 11,838   5,668 6,170
20,703   11,988 8,715
5,209   5,933 -724
34,995   32,019 2,976
41,558   46,291 -4,733
18,119   18,122 -3
8,188   6,974 1,214
17,014   12,271 4,743
11,905   11,153 752
29,343   17,846 11,497
255,174   250,927 4,247
5   8 -3
1,577   2,512 -935
55,935   52,025 3,910
16,460   17,951 -1,491
2,137   2,015 122
1,857   1,823 34
2,568   1,861 707
1,041   1,122 -81
3,766   3,615 151
12,005   11,804 201
1,146   1,493 -347
12,557   11,802 755
8,301   8,024 277
9,174   8,127 1,047
1,545   1,195 350
12,300   9,425 2,875
1,799   1,857 -58
1,415   822 593
1,336   1,290 46
1,291   1,229 62
1,900   1,840 60
11,123   10,809 314
4,231   5,859 -1,628
1,408   1,512 -104
1,768   2,231 -463
9,358   9,034 324
1,372   1,465 -93
1,306   1,142 164
1,322   1,267 55
973   895 78
2,445   2,275 170
1,928   1,802 126
1,629   1,360 269
2,463   1,411 1,052
2,121   1,833 288
1,150   1,145 5
9,519   8,794 725
2,041   2,112 -71
3,262   3,307 -45
1,963   1,260 703
1,393   1,478 -85
3,404   3,613 -209
1,242   1,559 -317
7,831   9,536 -1,705
1,571   1,341 230
10,708   9,604 1,104
14,953   15,128 -175
2,961   1,883 1,078
4,445   2,824 1,621
1,836   1,878 -42
9,210   9,265 -55
1,044   1,887 -843
8,115   8,386 -271
1,717   1,565 152
8,171   7,413 758
1,278   1,525 -247
1,214   1,245 -31
13,426   12,099 1,327
2,345   1,811 534
836   978 -142
2,253   2,386 -133
2,622   1,824 798
12,780   8,915 3,865
1,087   1,026 61
2,039   1,577 462
1,708   1,632 76
2,122   1,187 935
97,756   91,979 5,777
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
      13,139
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       -1,338
b       -2,497
c       7,620
d       -3,475
e       6,170
      8,715
      -724
      2,976
      -4,733
      -3
      1,214
      4,743
      752
      11,497
      4,247
      -3
      -935
      3,910
      -1,491
      122
      34
      707
      -81
      151
      201
      -347
      755
      277
      1,047
      350
      2,875
      -58
      593
      46
      62
      60
      314
      -1,628
      -104
      -463
      324
      -93
      164
      55
      78
      170
      126
      269
      1,052
      288
      5
      725
      -71
      -45
      703
      -85
      -209
      -317
      -1,705
      230
      1,104
      -175
      1,078
      1,621
      -42
      -55
      -843
      -271
      152
      758
      -247
      -31
      1,327
      534
      -142
      -133
      798
      3,865
      61
      462
      76
      935
      5,777
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 73,780
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 3,211
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 3,211
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 3,211
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,780
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,780
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.......right arrow 9 431
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 arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
 
No
Website addressright arrow  
14
The books are in care ofright arrowFIRST FINANCIAL BANK Telephone no.right arrow (812) 376-1981

Located atright arrow125 3RD STREETCOLUMBUSIN ZIP+4right arrow47201
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DIANE BRADLEY DIRECTOR
0 		650    
2584 CHESTNUT ST
COLUMBUS,IN47203
STEVE CAROTHERS DIRECTOR
0 		650    
13470 W OLD NASHVILLE RD
COLUMBUS,IN47201
WILLIAM HELMBRECHT PRESIDENT/TREASURER
0 		325    
5138 IMPERIAL DRIVE
COLUMBUS,IN47203
JAMES HOLLAND SECRETARY
0 		650    
201 WASHINGTON STREET
COLUMBUS,IN47201
RICHARD H WEAVER DIRECTOR
0 		650    
2750 SYCAMORE ST
COLUMBUS,IN47203
SAM PENTZER VICE PRESIDENT
0 		650    
5135 SANIBEL DR
COLUMBUS,IN47203
SETH A KEELE DIRECTOR
0 		650    
660 SHORELINE DR
COLUMBUS,IN47201
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  
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)
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
4,826,108
b
Average of monthly cash balances.......................
1b
243,675
c
Fair market value of all other assets (see instructions)................
1c
3,084,000
d
Total (add lines 1a, b, and c).........................
1d
8,153,783
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
8,153,783
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,307
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,031,476
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
401,574
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
401,574
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,211
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,211
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
398,363
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
398,363
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
398,363
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
399,763
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
399,763
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 7 398,363
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 98,556
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 399,763
a Applied to 2022, but not more than line 2a 98,556
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..... 301,207
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		97,156
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
NONE
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.
NONE
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:
WILLIAM HELMBRECHT
FIRST FINANCIAL BANK 125 3RD ST
COLUMBUS,IN47201
(812) 376-1718
WILLIAM.HELMBRECHT@BANKAT FIRST.COM
bThe form in which applications should be submitted and information and materials they should include:
THERE IS A PERSET GRANT APPLICATON
cAny submission deadlines:
BOARD OF DIRECTORS MEET ON A CALLED BASIS 2 TIMES ANNUALLY.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE A 501(C)(3) ORGANIZATION, PREFERABLY WITH IN A 50 MILES OF COLUMBUS, IN. NO CHURCHES ARE CURRENTLY CONSIDERED. PREFER BENEFIT TO BARTHOLOMEW COUNTY CITIZENS.
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

CASA

PO BOX 2107
COLUMBUS,IN47202 		NONE PUBLIC CHARITABLE PURPOSES 11,000

ALZHEIMER'S ASSOCIATION OF GREATER IND

50 EAST 91ST STREET SUITE 100
INDIANAPOLIS,IN46209 		NONE PUBLIC CHARITABLE PURPOSES 13,000

COLUMBUS FIREMEN'S CHEER FUND

1101 JACKSON STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 3,500

COLUMBUS ARE ARTS COUNCIL

431 6TH ST
COLUMBUS,IN47201 		NONE PUBLIC UNRESTRICTED 7,000

CHAIN BREAKER MINISTRIES

1218 CALIFORNIA ST
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 11,000

SANS SOUCI

1526 13TH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 2,000

TURNING POINT

P O BOX 103
COLUMBUS,IN47202 		NONE PUBLIC CHARITABLE PURPOSES 8,000

IU FOUNDATOIN

4601 CENTRAL AVENUE
BLOOMINGTON,IN47203 		NONE PUBLIC CHARITABLE PURPOSES 49,000

HOSPICE OF SOUTH CENTRAL INDIANA

2626 EAST 17TH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 22,000

MILL RACE CENTER

900 LINDSEY STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 10,000

FAMILY SERVICES OF BARTHOLOMEW COUNTY

1531 13TH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 20,000

LOVE CHAPEL

311 CENTER STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 14,000

SALVATION ARMY

6060 CASTLEWAY WEST DRIVE
INDIANAPOLIS,IN46250 		NONE PUBLIC CHARITABLE PURPOSES 5,000

JUST FRIENDS INC

900 LINDSAY ST
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 13,000

FOUNDATION FOR YOUTH

405 HOPE AVENUE
COLUMBUS,IN472016435 		NONE PUBLIC CHARITABLE PURPOSES 22,000

GLEANERS FOODBANK OF IN

3737 WALDEMERE AVE
INDIANAPOLIS,IN46241 		NONE PUBLIC CHARITABLE PURPOSES 6,000

HOOSIER TRAILS COUNCIL BSA

5625 EAST STATE ROAD 46
BLOOMINGTON,IN474019233 		NONE PUBLIC CHARITABLE PURPOSES 7,000

BARTHOLOMEW COUNTY SCHOOL FDT

1200 CENTRAL AVENUE
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 2,000

CITY OF COLUMBUS

123 WASHINGTON STREET
COLUMBUS,IN47201 		NONE GOVERNMENT CHARITABLE PURPOSES 1,000

COLUMBUS SYMPHONY ORCHESTRA

P O BOX 1992
COLUMBUS,IN472021992 		NONE PUBLIC CHARITABLE PURPOSES 8,000

IMAGINATION LIBRARY

3210 GROVE PARKWAY
COLUMBUS,IN47202 		NONE PUBLIC CHARITABLE PURPOSES 800

CLAY TOWNSHIP FIRE DEPARTMENT

9922 E 25TH STREET
COLUMBUS,IN47203 		NONE PUBLIC CHARITABLE PURPOSES 1,500

GREATER SEYMOUR TRUST FUND

1200 CENTRAL AVE
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 1,500

BRIDGE TO DOVE RECOVERY HOUSE INC

719 5TH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 40,000

COLUMBUS INDIANA ARCHITECTURAL
ARCHIVES
536 FIFTH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 9,000

SIMMONS ONE ROOM SCHOOLHOUSE

9909 N STREET RD 9
HOPE,IN47246 		NONE PUBLIC CHARITABLE PURPOSES 2,000

RILEY CHILDREN'S FOUNDATION

30 S MERICIAN STREET SUITE 200
INDIANAPOLIS,IN46204 		NONE PUBLIC CHARITABLE PURPOSES 7,000

FIRST CHRISTIAN CHURCH

531 5TH STREET
COLUMBUS,IN472016224 		NONE PUBLIC CHARITABLE PURPOSES 3,000

HAPPY HOLLOW CHILDREN'S CAMP INC

615 N ALABAMA ST SUITE 134
INDIANAPOLIS,IN462041431 		NONE PUBLIC CHARITABLE PURPOSES 4,000

SHOP WITH A COP
FOP#89
PO BOX 204
COLUMBUS,IN472020204 		NONE PUBLIC CHARITABLE PURPOSES 4,000

REACH

3528 W TWO MILE HOUSE ROAD
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 7,000

RONALD MCDONALD HOUSE OF INDIANA

435 LIMESTONE ST
INDIANAPOLIS,IN46202 		NONE PUBLIC CHARITABLE PURPOSES 4,000

BARTHOLOMEW CO HISTORICAL SOCIETY

524 THIRD STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 10,000

AMERICAN RED CROSS

1531 13TH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 11,000

LINCOLN CENTRAL NEIGHBORHOOD
FAMILY CENTER
1039 SYCAMORE STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSE 17,000

COLUMBUS AREA CHAMBER OF
COMMERCE
500 FRANKLIN STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 18,000

THRIVE ALLIANCE

1531 13TH STREET
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 4,000

ANDERSON CENTER

421 MCCLURE RD
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 4,000

COLUMBUS INDIANA PHILHARMONIC

315 FRANKLIN ST
COLUMBUS,IN47201 		NONE PUBLIC CHARITABLE PURPOSES 12,000

THE ARC OF BARTHOLOMEW COUNTY

2060 DOCTORS PARK DR
COLUMBUS,IN47203 		NONE PUBLIC CHARITABLE PURPOSES 3,000
Total .................................right arrow 3a 397,300
bApproved for future payment
Total ................................. right arrow 3b  
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 10,347  
4 Dividends and interest from securities ....     14 124,926  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 78,610  
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 73,780  
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) ..   293,028  
13Total. Add line 12, columns (b), (d), and (e)..................
13
293,028
(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

TY 2023 AccountingFeesSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 695     695

TY 2023 InvestmentsCorpBondsSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Name of Bond End of Year Book Value End of Year Fair Market Value
BNY MELLON INTERNATIONAL BOND    
BAIRD CORE PLUS BOND INST 300,504 306,225
HARTFORD WORLD BOND FUND 48,878 48,782
FEDRATED HERMES INSTL HIGH YIE 32,297 33,949
GOLDMAN SACHS TR EMG MKTS INST    
METROPOLITAN WEST #512 380,864 382,255
VANGUARD EMERGING MARKETS BOND 26,186 27,705
CREDIT SUISSE COMM RET STRATEG 140,789 107,340
BLACKROCK EMERGING MARKETS FUN 299,445 326,937
DODGE & COX GLOBAL BOND FUND 48,878 48,878

TY 2023 InvestmentsCorpStockSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Name of Stock End of Year Book Value End of Year Fair Market Value
AT&T INC    
ABBOTT LABORATORIES 52,230 57,457
APPLE COMPUTER INCORPORATED 32,893 64,305
ASHLAND GLOBAL HOLDINGS 24,714 25,715
BANK OF AMERICA CORP 39,591 41,515
CONSTELLATION BRANDS 34,266 36,021
CATERPILLAR INCORPORATED 17,945 34,889
CHEVRON CORP 29,207 34,605
CISCO SYSTEMS 30,467 33,646
EXXON MOBIL CORP 28,421 33,793
DARDEN RESTAURANTS INC. 38,811 37,953
WALT DISNEY CO 49,620 43,159
ECOLAB INC 34,116 33,720
GENERAL MOTORS CO 23,006 24,928
KELLANOVA COM 27,918 24,433
GILEAD SCIENCES INC 51,820 62,783
RAYTHEON TECHNOLOGIES CORP 31,633 32,057
HONEWELL INTERNATIONAL INC 29,917 40,055
INTEL CORPORATION 35,726 67,436
JP MORGAN CHASE & CO 30,879 52,731
JOHNSON & JOHNSON COMPANY 30,269 31,348
KELLOGG COMPANY    
LOWES COMPANIES INC 26,864 37,834
MICROSOFT CORPORATION 40,061 71,824
PAYCHEX INC    
PEPSICO INCORPORATED 30,141 36,176
PFIZER INCORPORATED 41,996 29,452
PROCTER & GAMBLE COMPANY 30,904 35,902
QUALCOMM INCORPORATED 24,227 32,831
QUEST DIAGNOSTICS    
CHARLES SCHWAB CORP    
SPDR UTILITES SELECT SECTOR 56,553 56,617
SHERWIN WILLIAMS CO    
STRYKER CORPORATION 36,994 56,598
TJX COS INC    
TARGET CORP COM    
VISA INC CL A 37,778 51,029
CANADIAN NATIONAL RAILWAY CA 39,476 48,744
EATON CORPORATION PLC ID IRELA 23,147 53,462
ISHARES RUSSELL 2000 INDEX FD 179,733 243,461
S&P 500 DEPOSITARY RECEIPTS (S 39,720 56,087
ROSS STORES INC. 28,804 29,754
BROWN ADVISORY SMALL-CAP FUNDA 172,532 235,130
LAZARD INTL STRATEGIC EQUITY    
T ROWE PRICE OVERSEAS STOCK FD 305,434 348,429
BLACKROCK MULTI-ASSET INCOME # 203,834 212,780
EATON VANCE ALL ASSET STRATEGY 229,686 234,327
PRINCIPAL REAL ESTATE SECURITI 176,809 204,392
ROPER TECHNOLOGIES 29,002 29,439
INTERNATIONAL BUSINESS MACHINE 45,110 52,336
HARTFORD FINL SVCS GRP 45,718 48,951
ALPHABET INC CL A 43,746 49,311
SCHLUMBERGER LTD FR 24,204 20,608
ACCENTURE PLC IE 39,825 42,811
MFS INTERNATIONAL EQUITY FUND 243,354 272,656
CBOE GLOBAL MARKETS INC 19,911 26,784

TY 2023 InvestmentsGovtObligationsSch
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
US Government Securities - End of Year Book Value:

167,944
US Government Securities - End of Year Fair Market Value:

165,906
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 OtherDecreasesSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Description Amount
ROUNDING 4


TY 2023 OtherExpensesSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Rent and Royalty Expense 3,390      


TY 2023 OtherIncomeSchedule2
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 5,365 5,365  


TY 2023 OtherProfessionalFeesSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 49,074 49,074    


TY 2023 TaxesSchedule
Name:
CLARENCE E CUSTER AND INEZ R CUSTER
EIN:
31-1130385
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 477 477   0
REAL ESTATE TAX ON NON-RENTAL 9,939 9,939   0