TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
ROSE AHLBRAND CHARITABLE TRUST 1045000647

Number and street (or P.O. box number if mail is not delivered to street address)300 HIGH STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HAMILTON, OH45011

A Employer identification number

35-1843668

B Telephone number (see instructions)

(812) 376-1981

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$1,599,271J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	1,136		1,136
4	Dividends and interest from securities...	39,703		39,703
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		48,608
b	Gross sales price for all assets on line 6a 323,860
7	Capital gain net income (from Part IV, line 2)...			48,608
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).......
12	Total. Add lines 1 through 11........	89,447		89,447
13	Compensation of officers, directors, trustees, etc.	20,183		12,110		8,073
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).......	List of Attached Documents: // Content	695	0	0	695
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	151	151		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	21,029		12,261	0	8,768
25	Contributions, gifts, grants paid.......	88,518				88,518
26	Total expenses and disbursements. Add lines 24 and 25	109,547		12,261	0	97,286
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-20,100
b	Net investment income (if negative, enter -0-)			77,186
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		1,941	1,941
	2	Savings and temporary cash investments.........	18,125	29,561	29,561
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	58,784	List of Attached Documents: // Content 54,536	53,356
	b	Investments—corporate stock (attach schedule).......	936,417	List of Attached Documents: // Content 922,072	1,207,468
	c	Investments—corporate bonds (attach schedule).......	329,511	List of Attached Documents: // Content 314,613	306,945
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,342,837	1,322,723	1,599,271
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,342,837	1,322,723
	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).....	1,342,837	1,322,723
	30	Total liabilities and net assets/fund balances (see instructions).	1,342,837	1,322,723

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,342,837

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

-20,100

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

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

1,322,737

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

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

1,322,723

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	6. AT&T INC.		2022-12-20	2023-03-10
b	1. ABBOTT LABORATORIES		2022-08-31	2023-03-10
c	2. ABBOTT LABORATORIES		2019-01-10	2023-03-10
d	2. APPLE COMPUTER, INCORPORATED		2016-02-17	2023-03-10
e	2. ASHLAND GLOBAL HOLDINGS		2017-11-21	2023-03-10
	40.886 BNY MELLON INTERNATIONAL BOND FUND CLASS		2022-12-20	2023-03-10
	163.762 BAIRD CORE PLUS BOND INST		2022-12-20	2023-03-10
	5. BANK OF AMERICA CORP.		2022-02-28	2023-03-10
	74.549 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2023-03-10
	117.259 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2023-03-10
	45.032 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2019-01-10	2023-03-10
	2. CANADIAN NATIONAL RAILWAY CA		2022-02-28	2023-03-10
	1. CATERPILLAR INCORPORATED		2020-09-02	2023-03-10
	2. CHEVRON CORPORATION		2022-02-28	2023-03-10
	4. CISCO SYSTEMS		2016-07-05	2023-03-10
	1. CONSTELLATION BRANDS INC.		2022-12-20	2023-03-10
	1.444 CREDIT SUISSE COMM RET STRATEGY INSTL		2022-12-20	2023-03-10
	25.062 CREDIT SUISSE COMM RET STRATEGY INSTL		2018-01-22	2023-03-10
	1. WALT DISNEY CO.		2013-04-22	2023-03-10
	93.765 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2023-03-10
	1. ECOLAB INC		2013-04-22	2023-03-10
	3. EXXON MOBIL CORP.		2022-09-27	2023-03-10
	21.194 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2022-12-20	2023-03-10
	4. GILEAD SCIENCES INC		2020-03-11	2023-03-10
	16.363 GOLDMAN SACHS TR EMG MKTS INSTL CL		2022-12-20	2023-03-10
	3. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2023-03-10
	1. HONEYWELL INTERNATIONAL INC		2022-12-20	2023-03-10
	7. INTEL CORPORATION		2022-12-20	2023-03-10
	2. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2023-03-10
	7. ISHARES RUSSELL 2000 INDEX FD		2020-11-24	2023-03-10
	5. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2023-03-10
	3. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-08-31	2023-03-10
	2. JP MORGAN CHASE		2013-04-22	2023-03-10
	1. JOHNSON & JOHNSON		2013-04-22	2023-03-10
	3. KELLOGG COMPANY		2018-10-11	2023-03-10
	98.757 LAZARD INTERNATIONAL STRATEGIC EQUITY - I		2022-12-20	2023-03-10
	1. LOWES COMPANIES INCORPORATED		2021-02-09	2023-03-10
	225.739 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2023-03-10
	1. MICROSOFT CORPORATION		2013-04-22	2023-03-10
	2. PAYCHEX INC		2013-04-22	2023-03-10
	1. PEPSICO INCORPORATED		2022-08-31	2023-03-10
	6. PFIZER INCORPORATED		2022-02-28	2023-03-10
	21.29 PRINCIPAL REAL ESTATE SECURITIES FUND		2022-12-20	2023-03-10
	20.792 PRINCIPAL REAL ESTATE SECURITIES FUND		2021-05-05	2023-03-10
	2. PROCTER & GAMBLE COMPANY		2022-12-20	2023-03-10
	1. QUALCOMM INCORPORATED		2022-08-31	2023-03-10
	2. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017		2019-11-05	2023-03-10
	155.207 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2023-03-10
	1. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2020-03-19	2023-03-10
	1. CHARLES SCHWAB CORP		2022-08-31	2023-03-10
	2. CHARLES SCHWAB CORP		2018-12-26	2023-03-10
	6. UTILITES SELECT SECTOR SPDR		2022-09-27	2023-03-10
	1. STRYKER CORPORATION		2013-04-22	2023-03-10
	2. TARGET CORP COM		2018-11-19	2023-03-10
	1. VISA INC CL A		2013-04-22	2023-03-10
	1. EATON CORPORATION PLC EI		2017-11-21	2023-03-10
	995.922 GOLDMAN SACHS TR EMG MKTS INSTL CL		2022-12-20	2023-05-31
	180. CHARLES SCHWAB CORP		2018-12-26	2023-05-31
	7. AT&T INC.		2022-12-20	2023-06-05
	3. ABBOTT LABORATORIES		2019-01-10	2023-06-05
	3. APPLE COMPUTER, INCORPORATED		2016-02-17	2023-06-05
	2. ASHLAND GLOBAL HOLDINGS		2017-11-21	2023-06-05
	48.526 BNY MELLON INTERNATIONAL BOND FUND CLASS		2022-12-20	2023-06-05
	194.444 BAIRD CORE PLUS BOND INST		2022-12-20	2023-06-05
	6. BANK OF AMERICA CORP.		2022-02-28	2023-06-05
	87.309 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2023-06-05
	137.527 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2023-06-05
	6.435 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2022-12-20	2023-06-05
	45.864 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2019-01-10	2023-06-05
	3. CANADIAN NATIONAL RAILWAY CA		2022-02-28	2023-06-05
	1. CATERPILLAR INCORPORATED		2020-09-02	2023-06-05
	2. CHEVRON CORPORATION		2022-02-28	2023-06-05
	4. CISCO SYSTEMS		2016-07-05	2023-06-05
	1. CONSTELLATION BRANDS INC.		2022-12-20	2023-06-05
	31.171 CREDIT SUISSE COMM RET STRATEGY INSTL		2018-01-22	2023-06-05
	2. WALT DISNEY CO.		2013-04-22	2023-06-05
	111.101 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2023-06-05
	1. ECOLAB INC		2013-04-22	2023-06-05
	3. EXXON MOBIL CORP.		2022-03-28	2023-06-05
	24.793 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2022-12-20	2023-06-05
	5. GILEAD SCIENCES INC		2020-03-11	2023-06-05
	4. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2023-06-05
	1. HONEYWELL INTERNATIONAL INC		2020-06-25	2023-06-05
	9. INTEL CORPORATION		2022-12-20	2023-06-05
	2. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2023-06-05
	8. ISHARES RUSSELL 2000 INDEX FD		2020-11-24	2023-06-05
	5. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2023-06-05
	3. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-08-31	2023-06-05
	2. JP MORGAN CHASE		2013-04-22	2023-06-05
	1. JOHNSON & JOHNSON		2013-04-22	2023-06-05
	4. KELLOGG COMPANY		2018-10-11	2023-06-05
	115. LAZARD INTERNATIONAL STRATEGIC EQUITY - I		2022-12-20	2023-06-05
	1. LOWES COMPANIES INCORPORATED		2021-02-09	2023-06-05
	268.626 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2023-06-05
	2. MICROSOFT CORPORATION		2013-04-22	2023-06-05
	2. PAYCHEX INC		2013-04-22	2023-06-05
	2. PEPSICO INCORPORATED		2013-04-22	2023-06-05
	7. PFIZER INCORPORATED		2022-02-28	2023-06-05
	47.835 PRINCIPAL REAL ESTATE SECURITIES FUND		2021-05-05	2023-06-05
	2. PROCTER & GAMBLE COMPANY		2022-12-20	2023-06-05
	1. QUALCOMM INCORPORATED		2022-02-28	2023-06-05
	3. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017		2019-11-05	2023-06-05
	180.888 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2023-06-05
	1. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2020-03-19	2023-06-05
	7. UTILITES SELECT SECTOR SPDR		2022-09-27	2023-06-05
	2. STRYKER CORPORATION		2013-04-22	2023-06-05
	2. TARGET CORP COM		2018-11-19	2023-06-05
	7.692 VANGUARD EMERGING MARKETS BOND FUND - A		2023-05-31	2023-06-05
	1. VISA INC CL A		2013-04-22	2023-06-05
	2. WISDOMTREE FLOATING RATE TREASURY FUND		2022-12-20	2023-06-05
	1. EATON CORPORATION PLC EI		2017-11-21	2023-06-05
	331. AT&T INC.		2022-12-20	2023-07-25
	19. APPLE COMPUTER, INCORPORATED		2016-02-17	2023-07-25
	17. MICROSOFT CORPORATION		2013-04-22	2023-07-25
	94. TARGET CORP COM		2018-11-19	2023-07-25
	123. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-08-31	2023-08-08
	115. WISDOMTREE FLOATING RATE TREASURY FUND		2022-12-20	2023-08-08
	15. CHEVRON CORPORATION		2022-02-28	2023-09-07
	46. EXXON MOBIL CORP.		2022-03-28	2023-09-07
	108. PAYCHEX INC		2013-04-22	2023-09-07
	5789.344 LAZARD INTERNATIONAL STRATEGIC EQUITY - I		2022-12-20	2023-10-04
	.5 WK KELLOGG CO		2018-10-11	2023-10-12
	47. WK KELLOGG CO		2020-03-11	2023-11-10
	129. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017		2022-08-31	2023-12-05
	82. UTILITES SELECT SECTOR SPDR		2022-09-27	2023-12-05
	2. ABBOTT LABORATORIES		2019-01-10	2023-12-11
	2. ALPHABET INC CL A		2023-12-05	2023-12-11
	2. APPLE COMPUTER, INCORPORATED		2016-02-17	2023-12-11
	1. ASHLAND GLOBAL HOLDINGS		2017-11-21	2023-12-11
	35.03 BNY MELLON INTERNATIONAL BOND FUND CLASS		2022-12-20	2023-12-11
	140.142 BAIRD CORE PLUS BOND INST		2022-12-20	2023-12-11
	4. BANK OF AMERICA CORP.		2022-02-28	2023-12-11
	62.709 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2023-12-11
	99.02 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2023-12-11
	37.073 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2022-07-08	2023-12-11
	1. CBOE GLOBAL MARKETS INC		2023-05-31	2023-12-11
	2. CANADIAN NATIONAL RAILWAY CA		2022-02-28	2023-12-11
	1. CATERPILLAR INCORPORATED		2020-09-02	2023-12-11
	1. CHEVRON CORPORATION		2022-02-28	2023-12-11
	3. CISCO SYSTEMS		2016-07-05	2023-12-11
	1. CONSTELLATION BRANDS INC.		2022-12-20	2023-12-11
	22.661 CREDIT SUISSE COMM RET STRATEGY INSTL		2018-01-22	2023-12-11
	1. DARDEN RESTAURANTS INC.		2023-07-25	2023-12-11
	2. WALT DISNEY CO.		2013-04-22	2023-12-11
	79.956 EATON VANCE ALL ASSET STRATEGY FUND CL		2022-12-20	2023-12-11
	1. ECOLAB INC		2013-04-22	2023-12-11
	2. EXXON MOBIL CORP.		2022-09-27	2023-12-11
	17.889 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I		2022-12-20	2023-12-11
	3. GENERAL MOTORS CO		2023-12-05	2023-12-11
	4. GILEAD SCIENCES INC		2020-03-11	2023-12-11
	3. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2023-12-11
	1. HONEYWELL INTERNATIONAL INC		2020-06-25	2023-12-11
	6. INTEL CORPORATION		2022-12-20	2023-12-11
	1. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2023-12-11
	1. ISHARES 7-10 YEAR TREASURY BOND ETF		2023-08-08	2023-12-11
	6. ISHARES RUSSELL 2000 INDEX FD		2018-05-08	2023-12-11
	2. ISHARES 10-20 YEAR TREASURY BOND ETF		2022-12-20	2023-12-11
	3. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-12-20	2023-12-11
	1. JP MORGAN CHASE		2013-04-22	2023-12-11
	1. JOHNSON & JOHNSON		2013-04-22	2023-12-11
	3. KELLOGG COMPANY		2018-10-11	2023-12-11
	1. LOWES COMPANIES INCORPORATED		2021-02-09	2023-12-11
	38.385 MFS INTERNATIONAL EQUITY FUND - R6		2023-10-04	2023-12-11
	193.825 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2023-12-11
	1. MICROSOFT CORPORATION		2013-04-22	2023-12-11
	1. PEPSICO INCORPORATED		2022-09-27	2023-12-11
	5. PFIZER INCORPORATED		2022-02-28	2023-12-11
	34.114 PRINCIPAL REAL ESTATE SECURITIES FUND		2021-05-05	2023-12-11
	2. PROCTER & GAMBLE COMPANY		2022-12-20	2023-12-11
	1. QUALCOMM INCORPORATED		2022-02-28	2023-12-11
	2. RAYTHEON TECHNOLOGIES CORP CORPORATION		2023-12-05	2023-12-11
	129.398 T. ROWE PRICE OVERSEAS STOCK FD INSTL		2022-12-20	2023-12-11
	1. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2020-03-19	2023-12-11
	2. SCHLUMBERGER LIMITED		2023-09-07	2023-12-11
	4. UTILITES SELECT SECTOR SPDR		2022-02-28	2023-12-11
	1. STRYKER CORPORATION		2013-04-22	2023-12-11
	5.57 VANGUARD EMERGING MARKETS BOND FUND - A		2023-05-31	2023-12-11
	1. VISA INC CL A		2013-04-22	2023-12-11
	1. ACCENTURE PLC IE		2023-09-07	2023-12-11
	1. EATON CORPORATION PLC EI		2017-11-21	2023-12-11
	23. CBOE GLOBAL MARKETS INC		2023-05-31	2023-12-15
	15. CONSTELLATION BRANDS INC.		2022-12-20	2023-12-15
	7. JOHNSON & JOHNSON		2013-04-22	2023-12-15
	47. KELLOGG COMPANY		2018-10-11	2023-12-15
	4. MICROSOFT CORPORATION		2013-04-22	2023-12-15
	18. PEPSICO INCORPORATED		2022-09-27	2023-12-15
	22. PROCTER & GAMBLE COMPANY		2022-12-20	2023-12-15
	1. PROCTER & GAMBLE COMPANY		2020-03-11	2023-12-15
	14. STRYKER CORPORATION		2013-04-22	2023-12-15
	2410.631 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
	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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	110	108	2
b	97	103	-6
c	195	138	57
d	298	49	249
e	197	141	56
	500	501	-1
	1,638	1,634	4
	147	220	-73
	1,668	1,656	12
	1,128	1,122	6
	1,205	1,026	179
	232	248	-16
	236	148	88
	328	285	43
	194	114	80
	215	230	-15
	34	36	-2
	589	761	-172
	94	62	32
	1,248	1,253	-5
	158	83	75
	331	257	74
	177	178	-1
	319	296	23
	145	150	-5
	213	225	-12
	192	211	-19
	185	186	-1
	253	282	-29
	1,246	1,291	-45
	559	590	-31
	346	354	-8
	261	95	166
	153	85	68
	193	207	-14
	1,368	1,342	26
	198	178	20
	2,061	2,067	-6
	249	31	218
	219	71	148
	173	173
	239	282	-43
	534	538	-4
	521	607	-86
	275	301	-26
	116	133	-17
	269	203	66
	1,757	1,698	59
	389	244	145
	61	72	-11
	122	78	44
	390	423	-33
	266	64	202
	318	156	162
	216	41	175
	173	76	97
	8,714	9,143	-429
	9,468	6,976	2,492
	107	126	-19
	311	207	104
	544	73	471
	177	141	36
	594	595	-1
	1,941	1,941
	171	263	-92
	2,054	1,940	114
	1,330	1,316	14
	170	171	-1
	1,212	1,045	167
	352	371	-19
	223	148	75
	312	285	27
	201	114	87
	244	230	14
	700	994	-294
	179	124	55
	1,519	1,484	35
	174	83	91
	317	249	68
	209	209
	389	370	19
	281	300	-19
	197	140	57
	269	240	29
	265	282	-17
	1,437	1,389	48
	552	590	-38
	349	354	-5
	278	95	183
	158	85	73
	269	275	-6
	1,687	1,563	124
	207	178	29
	2,450	2,517	-67
	673	62	611
	223	71	152
	368	167	201
	270	329	-59
	1,227	1,397	-170
	292	301	-9
	113	169	-56
	403	304	99
	2,160	1,979	181
	427	244	183
	457	493	-36
	556	128	428
	260	156	104
	170	168	2
	227	41	186
	101	101
	184	76	108
	4,883	5,971	-1,088
	3,687	464	3,223
	5,965	528	5,437
	12,555	7,335	5,220
	13,040	14,525	-1,485
	5,788	5,789	-1
	2,507	2,135	372
	5,288	3,814	1,474
	12,988	3,860	9,128
	80,009	78,677	1,332
	5	8	-3
	491	747	-256
	17,471	13,069	4,402
	5,152	5,615	-463
	209	138	71
	263	260	3
	386	49	337
	83	70	13
	435	429	6
	1,392	1,399	-7
	123	176	-53
	1,452	1,393	59
	963	948	15
	1,093	851	242
	179	133	46
	236	248	-12
	261	148	113
	145	142	3
	147	85	62
	235	230	5
	497	688	-191
	159	168	-9
	186	124	62
	1,086	1,068	18
	192	83	109
	199	171	28
	154	150	4
	101	99	2
	320	296	24
	235	225	10
	197	140	57
	259	160	99
	163	141	22
	94	95	-1
	1,123	945	178
	206	222	-16
	345	347	-2
	158	47	111
	155	85	70
	161	194	-33
	208	178	30
	1,239	1,129	110
	1,729	1,775	-46
	366	31	335
	167	170	-3
	143	235	-92
	900	996	-96
	291	301	-10
	135	169	-34
	163	166	-3
	1,581	1,416	165
	460	244	216
	98	122	-24
	252	270	-18
	289	64	225
	126	122	4
	256	41	215
	336	326	10
	236	76	160
	3,984	3,053	931
	3,550	3,450	100
	1,083	594	489
	2,521	3,039	-518
	1,482	124	1,358
	3,014	2,881	133
	3,154	3,310	-156
	143	114	29
	4,066	899	3,167
	31,411	29,554	1,857
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059
			4,059

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			2
b			-6
c			57
d			249
e			56
			-1
			4
			-73
			12
			6
			179
			-16
			88
			43
			80
			-15
			-2
			-172
			32
			-5
			75
			74
			-1
			23
			-5
			-12
			-19
			-1
			-29
			-45
			-31
			-8
			166
			68
			-14
			26
			20
			-6
			218
			148

			-43
			-4
			-86
			-26
			-17
			66
			59
			145
			-11
			44
			-33
			202
			162
			175
			97
			-429
			2,492
			-19
			104
			471
			36
			-1

			-92
			114
			14
			-1
			167
			-19
			75
			27
			87
			14
			-294
			55
			35
			91
			68

			19
			-19
			57
			29
			-17
			48
			-38
			-5
			183
			73
			-6
			124
			29
			-67
			611
			152
			201
			-59
			-170
			-9
			-56
			99
			181
			183
			-36
			428
			104
			2
			186

			108
			-1,088
			3,223
			5,437
			5,220
			-1,485
			-1
			372
			1,474
			9,128
			1,332
			-3
			-256
			4,402
			-463
			71
			3
			337
			13
			6
			-7
			-53
			59
			15
			242
			46
			-12
			113
			3
			62
			5
			-191
			-9
			62
			18
			109
			28
			4
			2
			24
			10
			57
			99
			22
			-1
			178
			-16
			-2
			111
			70
			-33
			30
			110
			-46
			335
			-3
			-92
			-96
			-10
			-34
			-3
			165
			216
			-24
			-18
			225
			4
			215
			10
			160
			931
			100
			489
			-518
			1,358
			133
			-156
			29
			3,167
			1,857

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	48,608
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,073
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,073
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,073
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,235
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	1,235
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	162
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax162	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

The books are in care of right arrow

FIRST FINANCIAL BANK Telephone no. right arrow

(812) 376-1981

Located at right arrow

125 3RD STREETCOLUMBUSIN ZIP+4 right arrow

47201

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
FIRST FINANCIAL BANK	TRUSTEE 0	20,183
125 3RD STREET COLUMBUS,IN47201	TRUSTEE 0	20,183

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

1,537,423

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

23,219

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

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

1,560,642

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

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

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

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

1,560,642

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

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

23,410

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

1,537,232

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

76,862

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

76,862

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

1,073

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

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

1,073

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

75,789

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

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

75,789

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

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

75,789

Part XI

Qualifying Distributions (see instructions)

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

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

97,286

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

97,286

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					75,789
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......	0
b From 2019......	0
c From 2020......	0
d From 2021......	0
e From 2022......	16,467
f Total of lines 3a through e ........		16,467
4Qualifying distributions for 2023 from Part
XI, line 4: $ 97,286
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.....					75,789
e Remaining amount distributed out of corpus		21,497
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		37,964
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		37,964
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	16,467
e Excess from 2023....	21,497

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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

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

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

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

cAny submission deadlines:

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

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LUTHERAN COMMUNITY HOME FOUNDATION 111 W CHURCH STREET SEYMOUR,IN47274	NONE	PUBLIC	UNRESTRICTED GENERAL FUND	22,129
JACKSON CO SCHNECK MEMORIAL HOSPITAL 411 W TIPTON STREET SEYMOUR,IN472742363	NONE	PUBLIC	UNRESTRICTED GENERAL FUND	17,704
IMMANUEL LUTHERAN CHURCH FOUNDATION 605 SOUTH WALNUT STREET SEYMOUR,IN47274	NONE	PUBLIC	UNRESTRICTED GENERAL FUND	22,129
CONCORDIA SEMINARY 801 SEMINARY PLACE ST LOUIS,MO631053168	NONE	PUBLIC	SCHOLARSHIP FUND	13,278
LCMS FOUNDATION 1333 SOUTH KIRKWOOD ROAD ST LOUIS,MO631227295	NONE	PUBLIC	UNRESTRICTED GENERAL FUND	13,278
Total ................................. 3a				88,518

bApproved for future payment

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

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	1,136
4 Dividends and interest from securities ....			14	39,703
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	48,608
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) ..				89,447

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

89,447

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
BNY MELLON INERNATIONAL BOND F
BAIRD CORE PLUS BOND INST	96,565	98,403
DODGE & COX GLOBAL BOND FUND	15,705	15,705
FEDERATED HERMES INSTL HIGH YI	10,375	10,906
GOLDMAN SACHS TR EMG MKTS INST
METROPOLITAN WEST #512	122,388	122,843
VANGUARD EMERGING MARKETS BOND	8,414	8,902
CREDIT SUISSE COMM RET STRATEG	45,461	34,512
HARTFORD WORLD BOND FUND	15,705	15,674

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T INC
ABBOTT LABORATORIES	6,828	18,492
APPLE COMPUTER INC	2,614	20,601
ASHLAND GLOBAL HOLDINGS	6,886	8,262
BANK OF AMERICA CORP	12,399	13,367
ALPHABET INC CL A	13,404	15,087
CATERPILLAR INCORPORATED	5,479	10,940
CHEVRON CORP	9,326	11,038
CISCO SYSTEMS	6,077	10,811
CBOE GLOBAL MARKETS INC	6,504	8,749
DARDEN RESTAURANTS INC	12,433	12,158
WALT DISNEY CO	11,308	13,905
ECOLAB INC	4,586	10,909
GENERAL MOTORS CO	7,359	7,974
KELLANOVA COM	8,460	7,827
GILEAD SCIENCES INC	16,900	20,171
RAYTHEON TECHNOLOGIES CORP	10,129	10,265
HONEWELL INTERNATIONAL INC	8,663	13,002
INTEL CORPORATION	11,501	21,708
JP MORGAN CHASE & CO	4,737	17,010
JOHNSON & JOHNSON COMPANY	5,512	10,188
KELLOGG COMPANY
LOWES COMPANIES INC	5,666	12,240
MICROSOFT CORPORATION	1,708	20,682
PAYCHEX INC
PEPSICO INCORPORATED	5,746	11,719
PFIZER INCORPORATED	11,851	9,414
PROCTER & GAMBLE COMPNAY	8,279	14,361
QUALCOMM INCORPORATED	6,628	10,703
QUEST DIAGNOSTICS
CHARLES SCHWAB CORP
SPDR UTILITIES SELECT SECTOR	16,344	18,239
ROPER TECHNOLOGIES	9,667	9,813
STRYKER CORPORATION	3,919	18,267
ROSS STORES INC	9,646	9,964
TARGET CORP COM
VISA INC CL A	2,574	16,402
CANADIAN NATIONAL RAILWAY CA	7,456	15,578
EATON CORPORATION PLC IE IRELA	5,495	17,339
ISHARES RUSSELL 2000 INDEX FD	55,455	78,076
S&P 500 DEPOSITARY RECEIPTS (S	9,718	17,586
SCHLUMBERGER LTD FR	7,640	6,505
BROWN ADVISORY SMALL-CAP FUNDA	52,926	75,511
LAZARD INTL STRATEGIC EQUITY
T ROWE PRICE OVERSEAS STOCK FD	98,145	111,960
BLACKROCK MULTI-ASSET INCOME #	65,494	68,368
EATON VANCE ALL ASSET STRATEGY	73,808	75,299
PRINCIPAL REAL ESTATE SECURITI	56,425	65,656
ACCENTURE PLC IE	12,731	13,685
CONSTELLATION BRANDS	11,039	11,604
EXXON MOBIL CORP	8,984	10,798
HARTFORD FINL SVCS GRP	14,714	15,754
INTERNATIONAL BUSINESS MACHINE	14,520	16,846
BLACKROCK EMERGING MARKEST FUN	96,204	105,036
MFS INTERNATIONAL EQUITY FUND	78,185	87,599