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
INDIANA CHEMICAL TRUST TR UA-FDT 320006018

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 207
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
EVANSVILLE, IN477020207

A Employer identification number

35-6024816

B Telephone number (see instructions)

(800) 830-0362

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

$0J 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
4	Dividends and interest from securities...	345,779		345,779
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		815,464
b	Gross sales price for all assets on line 6a 5,522,658
7	Capital gain net income (from Part IV, line 2)...			815,464
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........	1,161,243		1,161,243
13	Compensation of officers, directors, trustees, etc.	38,155		7,059		31,096
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	2,000	0	0	2,000
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	20,552	3,467		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).......	List of Attached Documents: // Content	48
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	60,755		10,526	0	33,096
25	Contributions, gifts, grants paid.......	711,600				711,600
26	Total expenses and disbursements. Add lines 24 and 25	772,355		10,526	0	744,696
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	388,888
b	Net investment income (if negative, enter -0-)			1,150,717
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.............
	2	Savings and temporary cash investments.........
	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)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	11,904,506	0	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)	11,904,506	0	0
	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........	11,904,506	0
	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).....	11,904,506	0
	30	Total liabilities and net assets/fund balances (see instructions).	11,904,506	0

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

11,904,506

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

388,888

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

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

12,293,394

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

12,293,394

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

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	50000. HOME DEPOT INC 2.7% 04/15/2030 CALLABLE		2020-07-10	2023-02-23
b	80000. US TREASURY N/B 2.375% 08/15/2024		2022-09-20	2023-02-28
c	45000. EXXON MOBIL CORP 2.726% 03/01/2023 CALLABLE		2017-06-22	2023-03-01
d	75000. FED HOME LN BK 2.125% 03/10/2023		2017-08-18	2023-03-10
e	1326. AT&T INC		2021-10-05	2023-04-21
	1000. ACTIVISION BLIZZARD INC		2022-02-17	2023-04-21
	42. ADOBE SYS INC		2019-02-13	2023-04-21
	143. ALBEMARLE CORP		2019-03-12	2023-04-21
	462. ALLY FINL INC		2022-09-20	2023-04-21
	583. ALPHABET INC CL A		2019-05-09	2023-04-21
	479. AMAZON COM INC		2021-10-05	2023-04-21
	573. APPLE COMPUTER INC		2019-05-31	2023-04-21
	232. BATH & BODY WKS INC		2022-05-04	2023-04-21
	30. BLACKROCK INC		2019-05-31	2023-04-21
	550. BOEING COMPANY		2021-03-19	2023-04-21
	518. CATERPILLAR INC		2021-03-19	2023-04-21
	234. COMERICA INS		2021-10-05	2023-04-21
	86. CONOCOPHILLIPS		2022-06-09	2023-04-21
	97. CONSTELLATION BRANDS INC		2020-02-11	2023-04-21
	459. COPART INC		2021-03-19	2023-04-21
	22. COSTCO WHSL CORP NEW		2008-10-08	2023-04-21
	122. CUMMINS ENGINE CO INC		2021-03-19	2023-04-21
	94. DANAHER CORP		2019-02-13	2023-04-21
	177. DIAMONDBACK ENERGY INC		2021-03-19	2023-04-21
	423. DUPONT DE NEMOURS INC		2022-02-17	2023-04-21
	357. EDWARDS LIFESCIENCES CORP COM		2021-03-19	2023-04-21
	16. META PLATFORMS INC		2016-04-26	2023-04-21
	1000. FIRST FINANCIAL CORPORATION		1994-09-20	2023-04-21
	274. HOME DEPOT		2019-03-12	2023-04-21
	173. JP MORGAN CHASE & CO		2019-03-27	2023-04-21
	106. KLA TENCOR CORP		2019-03-12	2023-04-21
	299. LILLY ELI & CO		2016-02-12	2023-04-21
	281. LOCKHEED MARTIN CORP		2022-02-17	2023-04-21
	397. MICROSOFT CORP		2020-07-28	2023-04-21
	141. MICROCHIP TECHNOLOGY INC COM		2019-03-12	2023-04-21
	596. PALO ALTO NETWORKS INC		2020-07-28	2023-04-21
	131. PINTEREST INC CL A		2022-02-17	2023-04-21
	84. RINGCENTRAL INC CL A		2021-05-04	2023-04-21
	30. SALESFORCE INC		2021-10-05	2023-04-21
	1461. SCHLUMBERGER LTD		2021-10-05	2023-04-21
	29. TAIWAN SEMICONDUCTOR MFG CO LTD		2019-11-13	2023-04-21
	52. THERMO ELECTRON CORP.		2018-07-25	2023-04-21
	152. TYSON FOODS		2022-09-20	2023-04-21
	332. UNITED AIRLINES HLDGS INC		2021-05-04	2023-04-21
	77. UNITEDHEALTH GROUP INC		2019-11-13	2023-04-21
	180. VISA INC CL A		2019-02-13	2023-04-21
	272. WEC ENERGY GROUP INC		2022-05-04	2023-04-21
	547. WELLS FARGO & CO NEW		2020-07-28	2023-04-21
	5. ASML HLDG NV NY REG SHS		2020-07-28	2023-04-21
	8379.638 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063		2020-07-29	2023-04-24
	2905.577 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933		2021-10-06	2023-04-24
	2591.4 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23		2021-10-06	2023-04-24
	3509.133 OAKMARK INTL INSTL FD #2886		2021-10-06	2023-04-24
	1097.355 JANUS HENDERSON ENTERPRISE CL I FD #102		2020-07-29	2023-04-24
	8151.264 JPMORGAN US SMALL COMPANY CL L FD #1384		2021-10-06	2023-04-24
	7.606 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007		2022-05-04	2023-04-24
	12374.399 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007		2020-07-29	2023-04-24
	6100.288 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77		2020-02-11	2023-04-24
	5192.928 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203		2020-07-29	2023-04-24
	35000. US TREASURY N/B 2.75% 04/30/2023		2019-01-17	2023-04-30
	35000. CVS HEALTH CORP 4.3% 03/25/2028 CALLABLE		2018-03-06	2023-05-31
	60000. CITIGROUP INC FIX-TO-FLOAT 4.044% 06/01/2024 CALLABLE		2018-05-15	2023-06-01
	505. AT&T INC		2021-10-05	2023-07-05
	15. ADOBE SYS INC		2019-02-13	2023-07-05
	265. ALLY FINL INC		2022-09-20	2023-07-05
	161. ALPHABET INC CL A		2019-02-13	2023-07-05
	131. AMAZON COM INC		2022-06-09	2023-07-05
	104. APPLE COMPUTER INC		2019-02-13	2023-07-05
	162. BATH & BODY WKS INC		2022-05-04	2023-07-05
	5. BLACKROCK INC		2015-07-17	2023-07-05
	58. CVS CORP		2018-07-25	2023-07-05
	59. CAPITAL ONE FINL CORP		2021-10-05	2023-07-05
	83. CARMAX INC		2022-06-09	2023-07-05
	49. CONOCOPHILLIPS		2022-06-09	2023-07-05
	18. CONSTELLATION BRANDS INC		2020-02-11	2023-07-05
	995. COPART INC		2022-05-04	2023-07-05
	5. COSTCO WHSL CORP NEW		2006-12-04	2023-07-05
	23. CUMMINS ENGINE CO INC		2019-03-12	2023-07-05
	17. DANAHER CORP		2015-10-22	2023-07-05
	32. DIAMONDBACK ENERGY INC		2020-07-28	2023-07-05
	76. DUPONT DE NEMOURS INC		2022-02-17	2023-07-05
	30. EOG RESOURCES INC		2023-04-21	2023-07-05
	66. EDWARDS LIFESCIENCES CORP COM		2019-02-13	2023-07-05
	28. EQUIFAX INC		2023-04-21	2023-07-05
	30. META PLATFORMS INC		2022-06-09	2023-07-05
	1000. FIRST FINANCIAL CORPORATION		1994-09-20	2023-07-05
	38. GLOBAL PAYMENTS INC		2021-03-19	2023-07-05
	149. INTEL CORP		2022-05-04	2023-07-05
	28. JP MORGAN CHASE & CO		2016-10-14	2023-07-05
	83.492 JANUS HENDERSON ENTERPRISE CL I FD #102		2019-02-13	2023-07-05
	2330.817 JPMORGAN SMALL CAP EQUITY CL I FD #367		2023-04-24	2023-07-05
	18. KLA TENCOR CORP		2019-03-12	2023-07-05
	1921.759 MFS INSTL INTL EQTY FD #403		2023-04-24	2023-07-05
	72. MICROSOFT CORP		2019-03-12	2023-07-05
	23. MICROCHIP TECHNOLOGY INC COM		2019-03-12	2023-07-05
	221. PINTEREST INC CL A		2022-02-17	2023-07-05
	21. RINGCENTRAL INC CL A		2020-09-16	2023-07-05
	141. ROCHE HLDG LTD SP ADR		2022-02-17	2023-07-05
	31. SALESFORCE INC		2019-04-10	2023-07-05
	121. SCHLUMBERGER LTD		2021-10-05	2023-07-05
	104. SUNRUN INC		2021-10-05	2023-07-05
	42. TAIWAN SEMICONDUCTOR MFG CO LTD		2019-11-13	2023-07-05
	9. THERMO ELECTRON CORP.		2008-10-08	2023-07-05
	86. TYSON FOODS		2022-09-20	2023-07-05
	65. UNITED AIRLINES HLDGS INC		2021-05-04	2023-07-05
	14. UNITEDHEALTH GROUP INC		2019-11-13	2023-07-05
	12847.891 VANGUARD EQUITY INC ADM FD #565		2023-04-24	2023-07-05
	21. VEEVA SYSTEMS INC		2020-07-28	2023-07-05
	31. VISA INC CL A		2010-09-24	2023-07-05
	46. WEC ENERGY GROUP INC		2022-05-04	2023-07-05
	303. WARNER BROS DISCOVERY INC		2021-10-05	2023-07-05
	210. WELLS FARGO & CO NEW		2020-07-28	2023-07-05
	6. ASML HLDG NV NY REG SHS		2020-07-28	2023-07-05
	.333 VERALTO CORP		2015-10-22	2023-10-13
	CAPITAL GAIN DIVIDENDS	P
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	43,444	54,456	-11,012
b	76,994	78,150	-1,156
c	45,000	45,000
d	75,000	75,000
e	24,090	27,756	-3,666
	85,495	89,504	-4,009
	15,815	10,974	4,841
	24,759	12,222	12,537
	11,920	14,822	-2,902
	61,209	34,081	27,128
	51,201	55,787	-4,586
	94,499	24,777	69,722
	8,215	12,443	-4,228
	20,391	11,739	8,652
	112,744	99,011	13,733
	113,962	72,205	41,757
	10,226	19,687	-9,461
	8,777	10,239	-1,462
	21,938	19,407	2,531
	35,766	23,585	12,181
	11,141	1,230	9,911
	28,368	24,993	3,375
	23,719	8,328	15,391
	24,966	9,614	15,352
	29,515	34,024	-4,509
	30,877	21,974	8,903
	3,397	1,741	1,656
	33,877	14,631	19,246
	82,114	38,355	43,759
	24,337	17,378	6,959
	39,322	12,362	26,960
	115,241	21,378	93,863
	135,431	109,874	25,557
	113,247	56,162	57,085
	10,826	6,087	4,739
	115,143	48,846	66,297
	3,574	3,302	272
	2,414	22,686	-20,272
	5,962	7,710	-1,748
	72,424	44,970	27,454
	2,479	1,535	944
	29,648	3,635	26,013
	9,251	10,881	-1,630
	14,739	17,477	-2,738
	37,223	19,604	17,619
	42,173	21,135	21,038
	26,393	27,452	-1,059
	22,511	13,975	8,536
	3,171	1,885	1,286
	315,996	319,380	-3,384
	76,678	155,785	-79,107
	85,102	120,175	-35,073
	93,589	83,884	9,705
	141,712	146,219	-4,507
	126,915	138,902	-11,987
	230	251	-21
	374,697	293,685	81,012
	153,605	156,899	-3,294
	234,305	186,712	47,593
	35,000	35,000
	34,094	34,737	-643
	60,000	60,000
	8,108	10,571	-2,463
	7,336	3,919	3,417
	7,158	8,502	-1,344
	19,668	9,127	10,541
	17,065	13,734	3,331
	19,892	4,446	15,446
	6,190	8,689	-2,499
	3,472	1,772	1,700
	4,043	3,816	227
	6,481	5,991	490
	6,828	9,354	-2,526
	5,073	5,834	-761
	4,500	3,601	899
	90,028	52,768	37,260
	2,702	263	2,439
	5,615	3,648	1,967
	4,034	1,191	2,843
	4,171	1,246	2,925
	5,306	6,113	-807
	3,420	3,513	-93
	6,003	3,892	2,111
	6,472	5,671	801
	8,887	5,565	3,322
	33,030	14,631	18,399
	3,976	7,957	-3,981
	4,878	6,902	-2,024
	4,057	1,896	2,161
	11,291	10,503	788
	122,508	120,363	2,145
	8,462	2,099	6,363
	61,035	61,708	-673
	24,370	8,174	16,196
	2,037	993	1,044
	6,027	5,571	456
	695	5,404	-4,709
	5,423	6,606	-1,183
	6,636	4,969	1,667
	5,951	3,724	2,227
	1,873	4,271	-2,398
	4,254	2,223	2,031
	4,681	432	4,249
	4,467	6,157	-1,690
	3,626	3,422	204
	6,603	3,564	3,039
	1,081,407	1,080,379	1,028
	4,183	5,276	-1,093
	7,427	556	6,871
	4,175	4,643	-468
	3,884	8,212	-4,328
	9,137	5,365	3,772
	4,313	2,262	2,051
	24	8	16
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925
			62,925

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			-11,012
b			-1,156
c
d
e			-3,666
			-4,009
			4,841
			12,537
			-2,902
			27,128
			-4,586
			69,722
			-4,228
			8,652
			13,733
			41,757
			-9,461
			-1,462
			2,531
			12,181
			9,911
			3,375
			15,391
			15,352
			-4,509
			8,903
			1,656
			19,246
			43,759
			6,959
			26,960
			93,863
			25,557
			57,085
			4,739
			66,297
			272
			-20,272
			-1,748
			27,454
			944
			26,013
			-1,630
			-2,738
			17,619
			21,038
			-1,059
			8,536
			1,286
			-3,384
			-79,107
			-35,073
			9,705
			-4,507
			-11,987
			-21
			81,012
			-3,294
			47,593

			-643

			-2,463
			3,417
			-1,344
			10,541
			3,331
			15,446
			-2,499
			1,700
			227
			490
			-2,526
			-761
			899
			37,260
			2,439
			1,967
			2,843
			2,925
			-807
			-93
			2,111
			801
			3,322
			18,399
			-3,981
			-2,024
			2,161
			788
			2,145
			6,363
			-673
			16,196
			1,044
			456
			-4,709
			-1,183
			1,667
			2,227
			-2,398
			2,031
			4,249
			-1,690
			204
			3,039
			1,028
			-1,093
			6,871
			-468
			-4,328
			3,772
			2,051
			16

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	815,464
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	15,995
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	15,995
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	15,995
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	16,650
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	16,650
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	57
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	598
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	598

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?.........

Yes

If "Yes," attach the statement required by General Instruction T. Click to see attachment

List of Attached Documents:

// Content

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

N/A

The books are in care of right arrow

OLD NATIONAL WEALTH MANAGEMENT Telephone no. right arrow

(812) 464-1584

Located at right arrow

PO BOX 207EVANSVILLEIN ZIP+4 right arrow

47702

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-)
OLD NATIONAL WEALTH MANAGEMENT	TRUSTEE 5	38,155
PO BOX 207 EVANSVILLE,IN47702	TRUSTEE 5	38,155
MARI H GEORGE	COMMITTEE AS NEEDED 1	0
701 WABASH AVENUE TERRE HAUTE,IN47807	COMMITTEE AS NEEDED 1	0
ANTON GEORGE	COMMITTEE AS NEEDED 1	0
701 WABASH AVENUE TERRE HAUTE,IN47807	COMMITTEE AS NEEDED 1	0
W CURTIS BRIGHTON	COMMITTEE AS NEEDED 1	0
701 WABASH AVENUE TERRE HAUTE,IN47807	COMMITTEE AS NEEDED 1	0

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


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









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

Form 990-PF (2023)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

12,960,918

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

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

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

12,960,918

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

12,960,918

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

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

194,414

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

12,766,504

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

638,325

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

638,325

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

15,995

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

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

15,995

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

622,330

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

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

622,330

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

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

622,330

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 ..........

744,696

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. .......

744,696

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					622,330
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				426,472
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: $ 744,696
a Applied to 2022, but not more than line 2a				426,472
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.....					318,224
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 ..........					304,106
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)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

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

JULIE SCHLOSSER OLD NAT WEALTH MG
PO BOX 1447
TERRE HAUTE,IN47808
(812) 462-7459

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

NO FORMAL APPLICATION IS REQUIRED

cAny submission deadlines:

NONE

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

NONE

Form 990-PF (2023)

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
YMCA OF THE WABASH VALLEY 225 KRUZAN ST BRAZIL,IN478342238	NONE	PC	PROGRAM SUPPORT	15,000
IVY TECH FOUNDATION INC ATTN BECKY MILLER 8000 S EDUCATION DR TERRE HAUTE,IN47802	NONE	PC	PROGRAM SUPPORT	10,000
REITZ HOME PRESERVATION SOCIETY INC REITZ HOME MUSEUM 112 CHESTNUT ST EVANSVILLE,IN47713	NONE	PC	PROGRAM SUPPORT	10,000
CHANCES AND SERVICES FOR YOUTH BOOKER T WASHINGTON COMM CENTER 1101 S 13TH ST 2ND FLOOR TERRE HAUTE,IN47802	NONE	PC	PROGRAM SUPPORT	25,000
CANDLES HOLOCAUST MUSEUM 1532 S 3RD ST TERRE HAUTE,IN47802	NONE	PC	PROGRAM SUPPORT	25,000
VIGO COUNTY EDUCATION FOUNDATION ATTN JANE NICHOLS 501 W OLIVE ST WEST TERRE HAUTE,IN47885	NONE	PC	PROGRAM SUPPORT	25,000
TERRE HAUTE CHILDRENS MUSEUM ATTN JAMIE MCDOWELL 727 WABASH AVE TERRE HAUTE,IN478073217	NONE	PC	PROGRAM SUPPORT	25,000
GIBAULT INC MICHELE MADLEY CEO 6401 S US HWY 41 TERRE HAUTE,IN47802	NONE	PC	PROGRAM SUPPORT	2,000
RILEY CHILDREN'S FOUNDATION C/O BJ CRIPE 500 N MERIDIAN ST STE 100 INDIANAPOLIS,IN46204	NONE	PC	PROGRAM SUPPORT	20,000
ROSE HULMAN INSTITUTE OF TECHNOLOGY ATTN STEVEN P BRADY 5500 WABASH AVE TERRE HAUTE,IN47803	NONE	PC	PROGRAM SUPPORT	25,000
ST MARY OF THE WOODS COLLEGE KAREN DYER PO BOX 70 ST MARY OF THE WOODS,IN47876	NONE	PC	PROGRAM SUPPORT	64,600
TERRE HAUTE BOYS & GIRLS CLUB NATE GREEN 924 N 13TH ST TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	25,000
UNITED WAY OF CENTRAL INDIANA INC ANN MURTLOW 2955 N MERIDIAN ST STE 300 INDIANAPOLIS,IN46208	NONE	PC	PROGRAM SUPPORT	5,000
UNITED WAY OF THE WABASH VALLEY ABBY DESBORO EXECUTIVE DIRECTOR 100 S 7TH ST TERRE HAUTE,IN478073607	NONE	PC	PROGRAM SUPPORT	10,000
VIGO COUNTY HISTORICAL SOCIETY INC ATTN MARLA FLOWERS 929 WABASH AVE TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	100,000
TERRE HAUTE SYMPHONY ORCHESTRA ATTN SAMANTHA JOHNSON HELMS 25 N 6TH ST TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	35,000
SWOPE ART MUSEUM INC 25 S 7TH ST TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	112,500
HAPPINESS BAG INC JODI MOAN EXECUTIVE DIRECTOR 3833 UNION RD TERRE HAUTE,IN47802	NONE	PC	PROGRAM SUPPORT	2,000
RONALD MCDONALD HOUSE OF INDIANA 435 LIMESTONE ST INDIANAPOLIS,IN462022819	NONE	PC	PROGRAM SUPPORT	5,000
UNION HEALTH FOUNDATION INC ATTN KELLY WALKER 1606 N 7TH ST TERRE HAUTE,IN478042706	NONE	PC	PROGRAM SUPPORT	10,000
14TH AND CHESTNUT COMMUNITY CENTER 1403 CHESTNUT ST TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	2,500
LEAGUE OF TERRE HAUTE INCORPORATED ATTN DR MEGAN RUSSO KIRK PO BOX 3382 TERRE HAUTE,IN47803	NONE	PC	PROGRAM SUPPORT	2,000
IU HEALTH FOUNDATION MARYA JONES 1633 N CAPITOL AVE STE 1200 INDIANAPOLIS,IN46202	NONE	PC	PROGRAM SUPPORT	5,000
BIG BROTHERS BIG SISTERS OF VIGO CO 1101 S 13TH ST TERRE HAUTE,IN478021409	NONE	PC	PROGRAM SUPPORT	2,000
MAYO CLINIC HEALTH SYSTEM 1000 FIRST DR NW AUSTIN,MN55912	NONE	PC	PROGRAM SUPPORT	50,000
CONQUER PARALYSIS NOW 701 E BRIDGER AVE STE 150 LAS VEGAS,NV891018954	NONE	PC	PROGRAM SUPPORT	50,000
MIRACLE ON 7TH STREET ATTN MARLA FLOWERS 929 WABASH AVE TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	20,000
ST BENEDICTS CHURCH 111 S 9TH ST TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	2,500
WABASH VALLEY CREW C/O WABASH VALLEY COMMUNITY FDN 200 S 8TH ST TERRE HAUTE,IN47807	NONE	PC	PROGRAM SUPPORT	25,000
SAINT JOHNS HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA,CA90404	NONE	PC	PROGRAM SUPPORT	1,500
Total ................................. 3a				711,600

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 ...........
4 Dividends and interest from securities ....			14	345,779
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	815,464
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) ..				1,161,243

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

1,161,243

(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

- TIN:

TY 2023 AccountingFeesSchedule

Name:

INDIANA CHEMICAL TRUST TR UA-FDT 320006018

EIN:

35-6024816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	2,000			2,000

- TIN:

TY 2023 LiquidationExplanationStmt

Name:

INDIANA CHEMICAL TRUST TR UA-FDT 320006018

EIN:

35-6024816

Statement:

REFER TO FEDERAL FOOTNOTE FOR TERMINATION EXPLANATION.

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

INDIANA CHEMICAL TRUST TR UA-FDT 320006018

EIN:

35-6024816

Description	Amount
2022 ROC ADJ	606
TRANSFER OF ASSETS TO HULMAN & CO FDN	12,292,788

- TIN:

TY 2023 OtherExpensesSchedule

Name:

INDIANA CHEMICAL TRUST TR UA-FDT 320006018

EIN:

35-6024816

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	48	0		0

- TIN:

TY 2023 TaxesSchedule

Name:

INDIANA CHEMICAL TRUST TR UA-FDT 320006018

EIN:

35-6024816

Category	Amount	Net Investment Income
FOREIGN TAXES	1,080	1,080
FEDERAL TAX PAYMENT - PRIOR YE	435	0
FEDERAL ESTIMATES - PRINCIPAL	16,650	0
FOREIGN TAXES ON QUALIFIED FOR	2,231	2,231
FOREIGN TAXES ON NONQUALIFIED	156	156