Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BUSSING-KOCH FOUNDATION INC
 
% Wilfred C Bussing III
Number and street (or P.O. box number if mail is not delivered to street address)2905 Bayard Park Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Evansville, IN47714
A Employer identification number

35-1780862
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,974,833J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,964
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,811 6,811  
4 Dividends and interest from securities... 59,833 59,833  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
274,186
b Gross sales price for all assets on line 6a 657,255
7 Capital gain net income (from Part IV, line 2)... 271,868
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 346,794 338,512  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0   0
b Accounting fees (attach schedule)....... 0 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
46,599 46,599   46,599
17 Interest............... 217 217   217
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,436 436   436
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
500 500   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,752 47,752   47,752
25 Contributions, gifts, grants paid....... 236,285 236,285
26 Total expenses and disbursements. Add lines 24 and 25 286,037 47,752   284,037
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 60,757
b Net investment income (if negative, enter -0-) 290,760
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 58,738 58,713 58,713
2 Savings and temporary cash investments......... 0 0 0
3 Accounts receivable right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
4 Pledges receivable right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule) 141,982 Click to see attachment
List of Attached Documents:
// Content
136,877 		132,656
b Investments—corporate stock (attach schedule)....... 1,541,916 Click to see attachment
List of Attached Documents:
// Content
1,618,947 		4,011,574
c Investments—corporate bonds (attach schedule)....... 153,316 Click to see attachment
List of Attached Documents:
// Content
178,153 		169,724
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 14,381 0 0
13 Investments—other (attach schedule).......... 413,310 Click to see attachment
List of Attached Documents:
// Content
377,209 		602,166
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,323,643 2,369,899 4,974,833
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,323,643 2,369,899
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,323,643 2,369,899
30 Total liabilities and net assets/fund balances (see instructions). 2,323,643 2,369,899
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,323,643
2
Enter amount from Part I, line 27a .....................
2
60,757
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,384,400
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
14,501
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,369,899
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities - 15 sh., Suncor Energy, Inc.      
b Publicly Traded Securities - 0.375% interest, Blue Wave Capital and Consulting, LLC      
c Publicly Traded Securities - 38.684 sh., Abbey Cap. Multi Asset Fund I      
d Publicly Traded Securities - 50 sh., Apple, Inc.      
e Publicly Traded Securities - .667 sh., Healthcare Technologies, Inc.      
Publicly Traded Securities - 35 sh., TE Connectivity      
Publicly Traded Securities - 60 sh., Alphabet, Inc. Class C      
Publicly Traded Securities - 25 sh., Berkshire Hathaway, Inc. Class B      
Publicly Traded Securities - 20 sh., Carmax, Inc.      
Publicly Traded Securities - 45 sh., Cisco Systems, Inc.      
Publicly Traded Securities - 35 sh., Walt Disney Co.      
Publicly Traded Securities - 30 sh., Expeditors International Washington, Inc.      
Publicly Traded Securities - 15 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 85 sh., Fastenol Co.      
Publicly Traded Securities - 12 sh., GE Healthcare Technologies, Inc.      
Publicly Traded Securities - 310 GE Healthcare Technologies, Inc.      
Publicly Traded Securities - 38 sh., General Electric Co.      
Publicly Traded Securities - 25 sh., Home Depot, Inc.      
Publicly Traded Securities - 50 sh., J.P. Morgan Chase & Co.      
Publicly Traded Securities - 35 sh., Johnson & Johnson      
Publicly Traded Securities - 35 sh., Microsoft Corp.      
Publicly Traded Securities - 7 sh., O'Reilly Automotive, Inc.      
Publicly Traded Securities - 50 sh., Omnicom Group, Inc.      
Publicly Traded Securities - 8 sh., Parker Hannifin Corp.      
Publicly Traded Securities - 75 sh., Pfizer, Inc.      
Publicly Traded Securities - 60 sh., Progressive Corp.      
Publicly Traded Securities - 75 sh., Charles Schwab Corp.      
Publicly Traded Securities - 50 sh., TJX Cos., Inc.      
Publicly Traded Securities - 50 sh., U.S. Bancorp      
Publicly Traded Securities - 15 sh., Union Pacific Corp.      
Publicly Traded Securities - 55 sh., Wells Fargo & Co.      
Publicly Traded Securities - 165 sh., Apple, Inc.      
Publicly Traded Securities - 90 sh., Microsoft Corp.      
Publicly Traded Securities - 40 sh., Walt Disney Co.      
Publicly Traded Securities - 240.805 sh., Hotchkis & Wiley High I      
Publicly Traded Securities - 494.315 sh., Vanguard Windsor II Fund #73      
Publicly Traded Securities - 28 sh., Medtronic PLC      
Publicly Traded Securities - 60 sh., Alphabet, Inc. Cap. Stock Class C      
Publicly Traded Securities - 25 sh., American Express Co.      
Publicly Traded Securities - 80 sh., Apple, Inc.      
Publicly Traded Securities - 10 sh., Berkshire Hathaway, Inc.      
Publicly Traded Securities - 15 sh., Chevron Corporation      
Publicly Traded Securities - 40 sh., Coca Cola Co.      
Publicly Traded Securities - 4 sh., Dupont de Nemours, Inc.      
Publicly Traded Securities - 30 sh., Emerson Electric Co.      
Publicly Traded Securities - 15 sh., Exxon Mobil Corp.      
Publicly Traded Securities - 35 sh., Ishares Core S&P 500 ETF      
Publicly Traded Securities - 20 sh., J.P. Morgan Chase & Co.      
Publicly Traded Securities - 300 sh., J.P. Morgan Ultra Short, Inc. ETF      
Publicly Traded Securities - 38 sh., Johnson & Johnson      
Publicly Traded Securities - 10 sh., Mastercard, Inc.      
Publicly Traded Securities - 36 sh., Microsoft Crop.      
Publicly Traded Securities - 80 sh., NIKE, Inc.      
Publicly Traded Securities - 50 sh., Oracle Corp.      
Publicly Traded Securities - 20 sh., Pepsico, Inc.      
Publicly Traded Securities - 40 sh., Charles Schwab Corp.      
Publicly Traded Securities - 30 sh., Starbucks Corp.      
Publicly Traded Securities - 20 sh., 3M Co.      
Publicly Traded Securities - 100 sh., Vanguard Real Estate ETF      
Publicly Traded Securities - 30 sh., Verizon Communications, Inc.      
Publicly Traded Securities - 8.221 sh., Brown Advisory Sustainable      
Publicly Traded Securities - 46.89 sh., Dodge & Cox Income Fund      
Publicly Traded Securities - 56.2027 sh., Doubleline Total Return Bond I      
Publicly Traded Securities - 111 sh., Invesco S&P 500 GARP ETF      
Publicly Traded Securities - 106 sh., Ishares Barclays 3-7 Year      
Publicly Traded Securities - 13 sh., Vanguard Extended Markets ETF      
Publicly Traded Securities - 73 sh., Ishares Core MSCI EAFE      
Publicly Traded Securities - 10.59 sh., Driehaus Emerging Markets Growth Instl. Fund #23      
Publicly Traded Securities - 24.739 sh., Vanguard Equity, Inc. Adm. Fund #565      
Publicly Traded Securities - 11.635 sh., Vanguard 500 Index Adm. Fund #540      
Publicly Traded Securities - 5.489 sh., Victory Sycamore Established Value Fund #203      
Publicly Traded Securities - 100.319 sh., Vanguard Intermediate Term Bond Index Adm. Fund #5314      
Publicly Traded Securities - 11.506 sh., Janus Henderson Enterprise Fund #102      
Publicly Traded Securities - 15.17 sh., J.P. Morgan Small Cap Equity Fund #367      
Publicly Traded Securities - 194.179 sh., Vanguard Equity, Inc. Adm. Fund #565      
Publicly Traded Securities - 146.403 sh., Vanguard FTSE All-World Ex-US Index Adm. Fund #570      
Publicly Traded Securities - 50.189 sh., Vanguard Growth Index Adm. Fund #509      
Publicly Traded Securities - 325.662 sh., Vanguard Short-Term Bond Index Adm. Fund #5132      
Publicly Traded Securities - 63.234 sh., J.P. Morgan Small Cap Equity Fund #367      
Publicly Traded Securities - 6.159 sh., Vanguard Growth Index Adm. Fund #509      
Publicly Traded Securities - 36.893 sh., Victory Sycamore Established Value Fund #203      
Publicly Traded Securities - 8.099 sh., Vanguard Growth Index Adm. Fund #509      
Publicly Traded Securities - 4.206 sh., Vanguard 500 Index Adm. Fund #540      
Publicly Traded Securities - 39 sh., Alphabet, Inc. Non-Voting      
Publicly Traded Securities - 8 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 3 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 7 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 12 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 11 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 4 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 10 sh., Quest Diagnostics, Inc.      
Publicly Traded Securities - 1 sh., Alphabet, Inc. Non-Voting      
Publicly Traded Securities - 25 sh., Alphabet, Inc. Non-Voting      
Publicly Traded Securities - 40 sh., Alphabet, Inc. Non-Voting      
Publicly Traded Securities - 20 sh., Alphabet, Inc. Non-Voting      
Publicly Traded Securities - 37 sh., Applied Materials, Inc.      
Publicly Traded Securities - 10 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 9 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 3 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 13 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 22 sh., Intel Corp.      
Publicly Traded Securities - 12 sh., Owens Corning, Inc.      
Publicly Traded Securities - 2 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 2 sh., Meta Platforms, Inc.      
Publicly Traded Securities - 6 sh., Owens Corning, Inc.      
Publicly Traded Securities - 17 sh., Owens Corning, Inc.      
Publicly Traded Securities - 23 sh., Koninklijke DSM      
Publicly Traded Securities - 48 sh., Sumitomo Mitsui Financial Group      
Publicly Traded Securities - U.S. Treasury Notes, 2.0% due 2/15/25      
Publicly Traded Securities - U.S. Treasury Notes, 2.875% due 8/15/28      
Publicly Traded Securities - 92 sh., Sumitomo Mitsui Financial Group, Inc.      
Publicly Traded Securities - 7 sh., Koninklijke DSM      
Publicly Traded Securities - 50 sh., Olympus Corp.      
Publicly Traded Securities - 17 sh., Olympus Corp.      
Publicly Traded Securities - 12 sh., Olympus Corp.      
Publicly Traded Securities - 27 sh., Olympus Corp.      
Publicly Traded Securities - 16 sh., Koninklijke, DSM      
Publicly Traded Securities - 6 sh., Koninklijke DSM      
Publicly Traded Securities - 14 sh., Merck KGAA      
Publicly Traded Securities - 27 sh., Henkel AG & Co.      
Publicly Traded Securities - 6 sh., MTU Aero Engines      
Publicly Traded Securities - 12 sh., Infineon Technologies      
Publicly Traded Securities - 28 sh., Pearson      
Publicly Traded Securities - 36 sh., Pearson      
Publicly Traded Securities - 1.47005 sh., Ferguson      
Publicly Traded Securities - 8.52995 sh., Ferguson      
Publicly Traded Securities - 131 sh., Barclays      
Publicly Traded Securities - 61 sh., Barclays      
Publicly Traded Securities - 7 sh., Infineon Technologies      
Publicly Traded Securities - 1 sh., Infineon Technologies      
Publicly Traded Securities - 26 sh., Sumitomo Mitsui Financial Group      
Publicly Traded Securities - 16 sh., Disco Corp.      
Publicly Traded Securities - 1 sh., MTU Aero Engines      
Publicly Traded Securities - 4 sh., Wolters Kluwer      
Publicly Traded Securities - 2 sh., Teleperformance      
Publicly Traded Securities - 54 sh., Olympus Corp.      
Publicly Traded Securities - 4 sh., Teleperformance      
Publicly Traded Securities - 1 sh., Teleperformance      
Publicly Traded Securities - 2 sh., Accenture Ireland Class A      
Publicly Traded Securities - 1 sh., Accenture Ireland Class A      
Publicly Traded Securities - 6 sh., DBS Group Holdings      
Publicly Traded Securities - 10 sh., Penrod Recard      
Publicly Traded Securities - 31 sh., Relx      
Publicly Traded Securities - 6 sh., Wolters Kluwer      
Publicly Traded Securities - 41 sh., Reneasas Electronics Corp.      
Publicly Traded Securities - 37 sh., Vestas Wind Systems      
Publicly Traded Securities - 37 sh., Disco Corp.      
Publicly Traded Securities - 6 sh., Veritas Wind Systems      
Publicly Traded Securities - 35 sh., Veritas Wind Systems      
Publicly Traded Securities - 10 sh., Veritas Wind Systems      
Publicly Traded Securities - 14 sh., Veritas Wind Systems      
Publicly Traded Securities - 41 sh., Veritas Wind Systems      
Publicly Traded Securities - 3 sh., Accenture PLC Ireland      
Publicly Traded Securities - 14 sh., Legrand      
Publicly Traded Securities - 8 sh., ABB      
Publicly Traded Securities - 5 sh., ABB      
Publicly Traded Securities - 15 sh., Amadeus IT Group      
Publicly Traded Securities - 79 sh., Unicredit      
Publicly Traded Securities - 18 sh., Yamaha Corp.      
Publicly Traded Securities - 3 sh., Yamaha Corp.      
Publicly Traded Securities - 11 sh., Yamaha Corp.      
Publicly Traded Securities - 25 sh., BP      
Publicly Traded Securities - 11 sh., Carlsberg      
Publicly Traded Securities - 32 sh., Disco Corp.      
Publicly Traded Securities - 2 sh., MTU Aero Engines      
Publicly Traded Securities - 1 sh., MTU Aero Engines      
Publicly Traded Securities - 28 sh., HSBC Holdings      
Publicly Traded Securities - 16 sh., Shell      
Publicly Traded Securities - 14 sh., Carlsberg      
Publicly Traded Securities - 2 sh., Icon      
Publicly Traded Securities - 1 sh., Linde      
Publicly Traded Securities - 22 sh., Air Liquide      
Publicly Traded Securities - 12 sh., Infineon Technologies      
Publicly Traded Securities - 8 sh., Infineon Technologies      
Publicly Traded Securities - 11 sh., Infineon Technologies      
Publicly Traded Securities - 8 sh, Infineon Technologies      
Publicly Traded Securities - 1 sh., Linde      
Publicly Traded Securities - 3 sh., Aon      
Publicly Traded Securities - 12 sh., Relx      
Publicly Traded Securities - 3 sh., Relx      
Publicly Traded Securities - 34 sh., Universal Music Group      
Publicly Traded Securities - 6 sh., Wolters Kluwer      
Publicly Traded Securities - 1 sh., Linde      
Publicly Traded Securities - 1 sh., Linde      
Publicly Traded Securities - 53 sh., Anglo American      
Publicly Traded Securities - 23 sh., Anglo American      
Publicly Traded Securities - 19 sh., BP      
Publicly Traded Securities - 2 sh., BP      
Publicly Traded Securities - 1 sh., Linde      
Publicly Traded Securities - 6 sh., Shimano      
Publicly Traded Securities - 27 sh., Shimano      
Publicly Traded Securities - 19 sh., Shimano      
Publicly Traded Securities - 3 sh., Shimano      
Publicly Traded Securities - 70 sh., Sumitomo Mitsui Financial Group, Inc.      
Publicly Traded Securities - 5 sh., Suncor Energy, Inc.      
Publicly Traded Securities - U.S. Treasury Notes, 1.50% due 2/29/24      
Publicly Traded Securities - U.S. Treasury Notes, 1.50% due 2/29/24      
Publicly Traded Securities - U.S. Treasury Notes, 1.50% due 2/29/24      
Publicly Traded Securities - U.S. Treasury Notes, 2.50% due 5/31/24      
Publicly Traded Securities - U.S. Treasury Notes, 2.50% due 5/31/24      
Publicly Traded Securities - U.S. Treasury Notes, 2.50% due 5/31/24      
Publicly Traded Securities - U.S. Treasury Notes, 2.50% due 5/31/24      
Publicly Traded Securities - U.S. Treasury Notes, 2.125% due 5/31/26      
Publicly Traded Securities - U.S. Treasury Notes, 2.0% due 2/15/25      
Publicly Traded Securities - U.S. Treasury Notes, 2.0% due 2/15/25      
Publicly Traded Securities - U.S. Treasury Notes, 2.0% due 2/15/25      
Publicly Traded Securities - Abbvie, Inc. Sr. Unsecured, 3.75% due 11/14/23      
Publicly Traded Securities - U.S. Treasury Notes, 2.875% due 8/15/28      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 496 0 454 42
b 91,071 0 37,500 53,571
c 450 0 454 -4
d 7,489 0 738 6,751
e 43 0 139 -96
4,664 0 1,259 3,405
6,418 0 1,621 4,797
7,789 0 4,593 3,196
1,592 0 1,219 373
2,222 0 1,078 1,144
3,939 0 1,079 2,860
3,559 0 1,167 2,392
2,874 0 3,522 -648
4,622 0 1,787 2,835
856 0 2,468 -1,612
23,150 0 27,200 -4,050
3,167 0 8,707 -5,540
8,484 0 700 7,784
6,954 0 5,052 1,902
5,740 0 5,685 55
9,146 0 1,019 8,127
5,622 0 1,282 4,340
4,539 0 3,191 1,348
2,743 0 2,280 463
3,313 0 3,182 131
8,035 0 1,615 6,420
5,762 0 2,718 3,044
4,051 0 388 3,663
2,471 0 1,669 802
3,199 0 1,442 1,757
2,604 0 1,467 1,137
27,774 0 2,436 25,338
27,486 0 2,621 24,865
3,724 0 1,351 2,373
2,449 0 2,971 -522
20,420 0 14,286 6,134
2,467 0 2,155 312
7,558 0 418 7,140
4,354 0 4,446 -92
14,891 0 265 14,626
3,402 0 860 2,542
2,379 0 1,061 1,318
2,448 0 884 1,564
278 0 200 78
2,635 0 527 2,108
1,595 0 525 1,070
15,520 0 9,705 5,815
2,863 0 1,153 1,710
15,009 0 15,172 -163
6,219 0 761 5,458
3,785 0 864 2,921
12,545 0 269 12,276
8,994 0 1,378 7,616
6,313 0 243 6,070
3,716 0 486 3,230
2,220 0 3,243 -1,023
3,047 0 3,446 -399
2,075 0 1,508 567
8,381 0 5,310 3,071
1,090 0 903 187
368 0 354 14
575 0 585 -10
485 0 499 -14
10,602 0 9,987 615
12,109 0 12,315 -206
1,984 0 1,937 47
4,678 0 5,012 -334
356 0 371 -15
2,138 0 2,102 36
4,396 0 2,583 1,813
262 0 177 85
1,024 0 1,267 -243
1,482 0 1,680 -198
761 0 836 -75
15,924 0 16,547 -623
4,903 0 4,658 245
6,646 0 6,169 477
3,247 0 3,527 -280
3,425 0 3,239 186
905 0 669 236
1,755 0 1,189 566
1,142 0 880 262
1,661 0 1,545 116
4,076 0 858 3,218
1,877 0 1,264 613
553 0 474 79
1,289 0 826 463
2,210 0 1,405 805
2,026 0 1,693 333
737 0 752 -15
1,443 0 868 575
105 0 102 3
2,613 0 2,419 194
4,181 0 1,073 3,108
2,090 0 761 1,329
4,297 0 1,442 2,855
2,346 0 1,599 747
2,111 0 1,232 879
704 0 713 -9
4,156 0 3,091 1,065
745 0 1,094 -349
1,694 0 1,006 688
600 0 476 124
600 0 337 263
742 0 503 239
2,101 0 1,425 676
725 0 619 106
405 0 333 72
2,855 0 2,855 0
1,908 0 2,021 -113
860 0 626 234
221 0 266 -45
907 0 1,085 -178
309 0 340 -31
218 0 248 -30
490 0 542 -52
505 0 445 60
189 0 194 -5
579 0 385 194
475 0 444 31
728 0 707 21
429 0 530 -101
311 0 233 78
400 0 315 85
213 0 77 136
1,234 0 467 767
887 0 1,354 -467
413 0 627 -214
264 0 309 -45
38 0 42 -4
220 0 169 51
183 0 163 20
132 0 118 14
522 0 150 372
153 0 318 -165
821 0 1,039 -218
306 0 636 -330
77 0 163 -86
612 0 248 364
306 0 120 186
552 0 321 231
454 0 339 115
965 0 549 416
695 0 225 470
365 0 275 90
318 0 319 -1
559 0 378 181
52 0 41 11
301 0 187 114
86 0 157 -71
120 0 181 -61
353 0 504 -151
915 0 359 556
287 0 299 -12
296 0 157 139
185 0 89 96
909 0 1,048 -139
924 0 734 190
509 0 630 -121
85 0 113 -28
311 0 423 -112
951 0 648 303
306 0 171 135
590 0 327 263
182 0 236 -54
91 0 104 -13
934 0 728 206
1,039 0 1,039 0
354 0 218 136
481 0 454 27
364 0 305 59
831 0 561 270
437 0 499 -62
291 0 219 72
401 0 309 92
291 0 192 99
400 0 305 95
866 0 274 592
463 0 212 251
116 0 69 47
440 0 357 83
749 0 225 524
425 0 328 97
425 0 331 94
594 0 1,096 -502
258 0 411 -153
677 0 493 184
71 0 51 20
425 0 305 120
89 0 85 4
403 0 640 -237
283 0 425 -142
45 0 87 -42
655 0 485 170
165 0 174 -9
966 0 987 -21
2,899 0 2,963 -64
1,932 0 1,963 -31
2,905 0 2,990 -85
2,905 0 2,982 -77
3,907 0 3,976 -69
3,906 0 3,959 -53
3,816 0 4,030 -214
1,918 0 1,918 0
1,918 0 1,918 0
1,904 0 1,904 0
4,000 0 3,995 5
1,908 0 1,942 -34
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       42
b       53,571
c       -4
d       6,751
e       -96
      3,405
      4,797
      3,196
      373
      1,144
      2,860
      2,392
      -648
      2,835
      -1,612
      -4,050
      -5,540
      7,784
      1,902
      55
      8,127
      4,340
      1,348
      463
      131
      6,420
      3,044
      3,663
      802
      1,757
      1,137
      25,338
      24,865
      2,373
      -522
      6,134
      312
      7,140
      -92
      14,626
      2,542
      1,318
      1,564
      78
      2,108
      1,070
      5,815
      1,710
      -163
      5,458
      2,921
      12,276
      7,616
      6,070
      3,230
      -1,023
      -399
      567
      3,071
      187
      14
      -10
      -14
      615
      -206
      47
      -334
      -15
      36
      1,813
      85
      -243
      -198
      -75
      -623
      245
      477
      -280
      186
      236
      566
      262
      116
      3,218
      613
      79
      463
      805
      333
      -15
      575
      3
      194
      3,108
      1,329
      2,855
      747
      879
      -9
      1,065
      -349
      688
      124
      263
      239
      676
      106
      72
      0
      -113
      234
      -45
      -178
      -31
      -30
      -52
      60
      -5
      194
      31
      21
      -101
      78
      85
      136
      767
      -467
      -214
      -45
      -4
      51
      20
      14
      372
      -165
      -218
      -330
      -86
      364
      186
      231
      115
      416
      470
      90
      -1
      181
      11
      114
      -71
      -61
      -151
      556
      -12
      139
      96
      -139
      190
      -121
      -28
      -112
      303
      135
      263
      -54
      -13
      206
      0
      136
      27
      59
      270
      -62
      72
      92
      99
      95
      592
      251
      47
      83
      524
      97
      94
      -502
      -153
      184
      20
      120
      4
      -237
      -142
      -42
      170
      -9
      -21
      -64
      -31
      -85
      -77
      -69
      -53
      -214
      0
      0
      0
      5
      -34
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 271,868
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 194,728
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,042
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 4,042
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 4,042
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,042
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,042
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 0
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrownone
14
The books are in care ofright arrowWilfred C Bussing III Telephone no.right arrow (812) 305-4356

Located atright arrow2905 Bayard Park DriveEvansvilleIN ZIP+4right arrow47714
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Wilfred C Bussing III President
3.00 		0 0 0
9079 Blackberry Lane
Newburgh,IN47630
Marie A Bussing Vice President
1.00 		0 0 0
1524 Glen Eden Lane
Evansville,IN47715
Katherine K Bussing Secretary-Treasurer
0.00 		0 0 0
1533 Victoria Green Boulevard
Evansville,IN47715
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,914,517
b
Average of monthly cash balances.......................
1b
63,304
c
Fair market value of all other assets (see instructions)................
1c
595,500
d
Total (add lines 1a, b, and c).........................
1d
4,573,321
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,573,321
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
68,600
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,504,721
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
225,236
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
225,236
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,042
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
4,042
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
221,194
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
221,194
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
221,194
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment
List of Attached Documents:
// Content
..........
1a
284,037
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
284,037
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 221,194
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 8,069
c From 2020...... 0
d From 2021...... 120,907
e From 2022...... 0
f Total of lines 3a through e ........ 128,976
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 284,037
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..... 221,194
e Remaining amount distributed out of corpus 62,843
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 5 191,819
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 ...... 		191,819
10 Analysis of line 9:
a Excess from 2019.... 8,069
b Excess from 2020.... 0
c Excess from 2021.... 120,907
d Excess from 2022.... 0
e Excess from 2023.... 62,843
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
YWCA


118 Vine Street
Evansville,IN47708 		  PC general operating expense 1,485
Young Mens Christian Association of


516 Court Street
Evansville,IN47708 		  PC general operating expense 12,000
University of Southern Indiana Foun


8600 University Boulevard
Evansville,IN47712 		  PC scholarship fund 50,000
University of Notre Dame


400 Main Building
Notre Dame,IN46556 		  PC capital campaign 33,000
University of Evansville


1800 Lincoln Avenue Evansville IN
Evansville,IN47722 		  PC capital campaign 75,500
United Way of Southwestern Indiana


318 Main Street
Suite 504
Evansville,IN47708 		  PC general operating expense 1,000
The Nature Conservancy


620 E Ohio Street
Indianapolis,IN46202 		  PC general operating expense 1,000
Sycamore Land Trust


4898 E Heritage Woods Road
Bloomington,IN47401 		  PC general operating expense 1,000
St Meinrad Archabbey and School of


200 Hill Drive
Saint Meinrad,IN47577 		  PC capital campaign 10,000
St Joseph Catholic Church


6202 W St Joseph Road
Evansville,IN47720 		  PC Haitian ministry 400
St Benedict Cathedral School


1328 Lincoln Avenue
Evansville,IN47714 		  PC general operating expense 1,000
St Athanasius College


1717 Katy Gap Road
Katy,TX77494 		  PC general operating expense 300
Ronald McDonald House Charities of


3540 Washington Avenue
Evansville,IN47714 		  PC capital campaign 12,000
Indiana University Health Inc


340 W Tenth Street
Indianapolis,IN46202 		  PC general operating expense 500
Reitz Memorial High School


1500 Lincoln Avenue
Evansville,IN47714 		  PC to underwrite banquet 2,500
Notre Dame Club of the Tri-State


400 Main Building
Notre Dame,IN46556 		  PC general operating expense 1,000
NAACP Empowerment Programs


4805 Mt Hope Drive
Baltimore,MD21215 		  PC general operating expense 600
Museum of Miniature Houses and Othe


111 E Main Street
Carmel,IN46032 		  PC general operating expense 25
Lincoln School


635 Lincoln Avenue
Evansville,IN47713 		  PC general operating expense 200
Ivy Tech Foundation Inc


50 W Fall Creek Parkway North
Indianapolis,IN46208 		  PC capital campaign 10,000
Isaiah 117 Project


117 N Hart Street
Princeton,IN47670 		  PC general operating expense 250
Indiana Forest Alliance


615 N Alabama Street
Suite A
Indianapolis,IN46204 		  PC general operating expense 5,000
Habitat for Humanity of Evansville


560 E Diamond Avenue
Evansville,IN47710 		  PC general operating expense 950
Feed Evansville


2227 W Michigan Street
Evansville,IN47712 		  PC general operating expense 1,000
Evansville-Vanderburgh Human Relati


1 N W Martin Luther King Blvd
Suite 209
Evansville,IN47708 		  GOV general operating expense 500
Evansville Police Department Founda


P O Box 3114
Evansville,IN47730 		  PC general operating expense 1,000
Evansville Christian School


10644 Lincoln Avenue
Newburgh,IN47630 		  PC general operating expense 600
Evansville Catholic High Schools


520 S Bennighof Avenue
Evansville,IN47714 		  PC general operating expense 750
Evansville ARC Inc


615 W Virginia Street
Evansville,IN47710 		  PC general operating expense 3,000
Delta Research and Educational Foun


1703 New Hampshire Avenue NW
Washington,DC20009 		  PC general operating expense 500
Cystic Fibrosis Foundation


4550 Montgomery Avenue
Suite 1100N
Bethesda,MD20814 		  PC general operating expense 400
Buffalo Trace Council BSA Inc


3501 E Lloyd Expressway
Evansville,IN47715 		  PC general operating expense 3,000
St Marys Health Foundation Inc


3700 Washington Avenue
Evansville,IN47714 		  PC general operating expense 5,500
Alpha and Omega Burning Bush Minist


28 E Delaware Street
Evansville,IN47711 		  PC general operating expense 325
Total .................................right arrow 3a 236,285
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		  0 14 6,811 0
4 Dividends and interest from securities ....   0 14 59,833 0
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 ............ 		  0 14 274,186 0
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 340,830 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
340,830
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
BUSSING-KOCH FOUNDATION INC
 
Employer identification number

35-1780862
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
BUSSING-KOCH FOUNDATION INC
  		Employer identification number
35-1780862
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Emporia Inc
 
2709 Washington Avenue
Suite 18
Evansville, IN47714

$ 5,964


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
BUSSING-KOCH FOUNDATION INC
  		Employer identification number

35-1780862
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
BUSSING-KOCH FOUNDATION INC
  		Employer identification number

35-1780862
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
LTCG Janus Henderson Enterprise Class N 2023-12   1753-01   0 0   0 0 0
STCG Victory Sycamore Established Value Class I Fund #203 2023-12   1753-01   0 0   0 0 0
LTCG Victory Sycamore Value Established Value Class I Fund #203 2023-12   1753-01   0 0   0 0 0
LTCG JP Morgan Small Cap Equity Class I Fund #367 2023-12   1753-01   0 0   0 0 0
LTCG Undiscovered Managers Behavioral Value Class R6 Fund 2023-12   1753-01   0 0   0 0 0
STCG Undiscovered Managers Behavioral Value Class R6 Fund 2023-12   1753-01   0 0   0 0 0
LTCG Vanguard Equity Inc Adm Fund #565 2023-12   1753-01   0 0   0 0 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
McDonald's Corp. Medium Term Note, 3.3% due 7/1/25 3,999 3,907
Comcast Corp. Sr. Unsecured, 3.95% due 10/15/25 3,995 3,945
The Walt Disney Co. Sr. Unsecured, 1.75% due 1/13/26 4,987 4,732
Visa, Inc. Sr. Unsecured, 1.9% due 4/15/27 4,986 4,647
CVS Health Corp. Sr. Unsecured, 1.3% due 8/21/27 6,980 6,217
AT&T, Inc. Sr. Unsecured, 1.65% due 2/1/28 6,991 6,234
Pepsico, Inc. Sr. Unsecured, 1.625% due 5/1/30 4,978 4,259
Oracle Corp. Sr. Unsecured, 1.65% due 3/25/26 3,998 3,731
Bristol-Myers Squibb Co. Sr. Unsecured, 2.95% due 3/15/32 4,054 3,554
Lockheed Martin Corp. Sr. Unsecured, 5.10% due 11/15/27 3,993 4,129
Abbvie, Inc. Sr. Unsecured, 3.75% due 11/14/23 0 0
Honda Motor Co. Ltd. Sr. Unsecured, 2.271% due 3/10/25 4,000 3,877
Toronto-Dominion Bank Sr. Medium Term, 0.75% due 1/6/26 6,990 6,466
2,153.628 sh., PIMCO Moderate Duration Institutional Fund #120 21,820 19,921
2,645.352 sh., Vanguard Short Term Bond Index Adm. Fund #5231 27,404 26,718
1,967.451 sh., Vanguard Intermediate Term Bond Index Adm. Fund #5314 22,168 20,383
Hotchkins & Wiley High Yield I 0 0
J.P. Morgan Ultra Short Income ETF 0 0
110.00 sh., Ishares Barclays Intermediate Govt./Credit Bond Fund 11,256 11,524
985.672 sh., Doubleline Total Return Bond I 8,743 8,713
694.206 sh., Dodge & Cox Income Fund 8,657 8,761
574.983 sh., Artisan High Income Fund 4,997 5,192
J.P. Morgan Chase & Co. Sr. Unsecured, 6.087% due 10/23/29 4,221 4,206
Bank of Montreal FX/FLT Medium Term Note, 0.949% due 1/22/27 4,941 4,610
Pfizer Investment Enter Sr. Unsecured, 4.45% due 5/19/28 3,995 3,998

TY 2023 InvestmentsCorpStockSchedule
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
645 sh. Expeditors International Washington Inc. 23,887 82,044
1,985 sh. Fastenol Co. 40,730 127,273
1,065 sh. General Electric Co. 101,981 135,926
260 sh. Parker Hannifin Corp. 77,395 119,782
310 sh. Union Pacific Corp. 29,803 76,142
1,500 sh. Alphabet Inc. Capital Stock Class C 40,399 211,395
925 sh. The Walt Disney Co. 33,504 83,518
270 sh. Meta Platforms Inc. 58,310 95,569
1,065 sh. Omnicom Group Inc. 49,609 92,133
430 sh. Carmax Inc. 26,218 32,998
600 sh. Home Depot Inc. 16,654 207,930
128 sh. O'Reilly Automotive Inc. 23,440 121,610
1,125 sh. TJX Cos. Inc. 8,730 105,536
525 sh. Berkshire Hathaway Inc. Class B 60,150 187,246
1,200 sh. J.P. Morgan Chase & Co. 58,915 204,120
1,425 sh. Progressive Corp. 25,595 226,974
2,375 sh. Charles Schwab Corp. 94,388 163,400
1,250 sh. U.S. Bancorp 38,815 54,100
1,360 sh. Wells Fargo & Co. 35,497 66,939
865 sh. Johnson & Johnson 78,082 135,580
1,825 sh. Pfizer Inc. 49,594 52,542
890 sh. TE Connectivity Ltd. 30,186 125,045
1,110 sh. Apple Inc. 16,386 213,708
1,005 sh. Cisco Systems Inc. 21,278 50,773
675 sh. Microsoft Corp. 19,476 253,827
26 sh. Medtronic 0 0
3 sh. Alphabet Inc. 0 0
25 sh. American Express Co. 0 0
80 sh. Apple Inc. 0 0
10 sh. Berkshire Hathaway Inc. Class B 0 0
15 sh. Chevron Corporation 0 0
40 sh. Coca-Cola Co. 0 0
40 sh. The Walt Disney Co. 0 0
4 sh. DuPont de Nemours Inc. 0 0
30 sh. Emerson Electric Co. 0 0
15 sh. Exxon Mobil Corp. 0 0
35 sh. Ishares Core S&P 500 ETF 0 0
20 sh. J.P. Morgan Chase & Co. 0 0
38 sh. Johnson & Johnson 0 0
10 sh. Mastercard Inc. 0 0
36 sh. Microsoft Corp. 0 0
80 sh. NIKE Inc. 0 0
50 sh. Oracle Corporation 0 0
40 sh. Charles Schwab Corp. 0 0
30 sh. Starbucks Corp. 0 0
20 sh. 3M Co. 0 0
494.315 sh. Vanguard Windsor II Fund #73 0 0
30 sh. Verizon Communications Inc. 0 0
20 sh. Pepsico Inc. 0 0
270.095 sh. Baillie Gifford Emerging Markets K 5,231 5,056
262.657 sh. Brown Advisory Sustainable Growth Fund Inst. 11,302 12,634
272.259 sh. Calvert Emerging Markets Equity R6 4,556 4,424
107.457 sh. Fidelity International Index Fund 4,722 5,088
342.414 sh. Fidelity 500 Index Fund Inst. Premium 52,915 56,666
420.976 sh. Seafarer Overseas GR and Income Institutional Shares 5,231 5,338
126.663 sh. Grandeur Peak Intl. Stalwarts 2,165 2,295
102 sh. ESG Aware MSCI ETF 7,540 7,705
525.988 sh. J.P. Morgan Trust I Equity Income R6 11,656 12,087
101 sh. Vanguard Extended Market ETF 15,047 16,607
166.039 sh. Vanguard Equity Income Adm. Fund #565 14,106 13,992
136.513 sh. Vanguard Growth Index Adm. Fund #509 14,839 21,842
152.927 sh. Vanguard 500 Index Adm. Fund #540 38,120 67,286
61.526 sh. Janus Henderson Enterprise Fund #102 6,590 8,180
181.907 sh. Victory Sycamore Established Value Fund #203 6,651 8,441
130.985 sh. J.P. Morgan Small Cap Equity Fund #387 6,533 7,079
75.338 sh. Undiscovered Managers Behavioral Value R6 Fund 6,186 6,021
146.802 sh. Driehaus Emerging Markets Instl. Fund #23 3,970 5,110
426.023 sh. Vanguard FTSE All-World Ex-US Index Fund #570 13,348 14,872
258 sh. Ishares Global 100 ETF 18,975 20,774
41 sh. ABB 773 1,816
6 sh. Accenture 0 0
32 sh. Advantest Corp. 1,011 1,080
72 sh. AIA Group 2,623 2,496
55 sh. Air Liquide 1,608 2,142
55 sh. Airbus 1,532 2,121
58 sh. Akzo Nobel NV 2,085 1,609
76 sh. Anglo American 0 0
7 sh. AON 620 2,037
37 sh. ASICS Corporation 646 1,162
4 sh. ASM International 1,465 2,077
2 sh. ASML Holding 1,171 1,514
90 sh. Bandai Namco Unsponsored ADR Holdings Inc. 1,146 898
192 sh. Barclays 0 0
91 sh. BP 2,244 2,655
34 sh. Bureau Veritas 2,052 1,722
34 sh. Capgemini SE 1,229 1,423
41 sh. Carlsberg 1,006 1,026
7 sh. Chubb 1,545 1,582
21 sh. Coca-Cola Europacific Partners 1,160 1,402
125 sh. Compagnie Financiere Richemont 1,703 1,722
94 sh. Compass Group 1,962 2,614
211 sh. Continental 2,012 1,783
41 sh. Covestro 994 1,198
97 sh. Daikin Industries 1,886 1,568
44 sh. Daiwa House Industries 846 1,327
11 sh. DBS Group Holdings 634 1,114
65 sh. Disco Corporation 652 1,607
194 sh. Engie 2,695 3,411
23 sh. Experian 840 937
91 sh. Fanuc Corp. 1,291 1,331
10 sh. Ferguson 0 0
28 sh. Gildan Activewear Inc. 1,011 926
17 sh. Halma 813 985
58 sh. Henkel AG & Co. 1,069 1,165
14 sh. Hoya Corporation 1,467 1,743
59 sh. HSBC Holdings 1,952 2,392
7 sh. Icon 1,611 1,981
13 sh. IMCD Group 938 1,143
119 sh. ING Groep 1,537 1,787
59 sh. Infineon 0 0
41 sh. KBC Groep 1,357 1,332
52 sh. Koninklijke DSM 0 0
83 sh. Legrand 1,754 1,726
3 sh. Linde 0 0
49 sh. London Stock Exchange Group 1,279 1,469
47 sh. Merck KGAA 1,574 1,501
9 sh. MTU Aero Engines 917 971
60 sh. Nomura Research Institute 1,690 1,744
36 sh. Novo Nordisk 3,048 3,724
106 sh. Olympus Corp. 0 0
64 sh. Pearson 0 0
43 sh. Pernod-Ricard 1,516 1,518
120 sh. Recruit Holdings Co. 773 1,002
94 sh. Relx 2,299 3,728
162 sh. Renesas Electronics Corp. 1,130 1,448
82 sh. Roche Holdings 3,843 2,971
20 sh. Ryanair Holdings 1,891 2,667
78 sh. Sampo 1,547 1,704
63 sh. Sandvik 1,357 1,366
11 sh. SAP 1,545 1,700
55 sh. Shimano Inc. 0 0
76 sh. Shin-Etsu Chemical 1,450 1,588
46 sh. Siemens Healthineers 1,091 1,340
236 sh. Sumitomo Mitsui Financial Group Inc. 0 0
67 sh. Suncor Energy Inc. 1,274 1,506
7 sh. Suzuki Motor Corp. 1,369 1,193
7 sh. Teleperformance 0 0
69 sh. Thales 1,685 2,038
47 sh. Unilever 2,256 2,279
99 sh. Universal Music Group 1,070 1,415
143 sh. Vestas Wind Systems 0 0
88 sh. Vonovia 1,869 1,381
16 sh. Wolters Kluwer 0 0
21 sh. Yamaha Corp. 0 0
201 sh. Zozo Inc. 967 929
37 sh. AGCO Corp. 4,196 4,492
106 sh. Alphabet Inc. Voting Capital Stock Class A 4,181 14,807
171 sh. Amazon.com Inc. 10,471 25,982
15 sh. American Express Company 1,156 2,810
187 sh. Applied Materials Inc. 8,469 30,307
364 sh. Bank of New York Mellon Corp. 13,143 18,946
94 sh. Berkshire Hathaway Inc. Class B 11,887 33,526
247 sh. Capital One Financial Corp. 19,041 32,387
31 sh. Chubb 3,342 7,006
44 sh. Cigna Corp. 10,393 13,176
71 sh. Darling Ingredients Inc. 4,665 3,539
74 sh. IAC Inc. 5,363 3,876
227 sh. Intel Corp. 9,835 11,407
123 sh. J.P. Morgan Chase & Co. 9,287 20,922
25 sh. Loews Corporation 1,120 1,740
6 sh. Markel Group Inc. 6,992 8,519
75 sh. Meta Platforms Inc. 8,117 26,547
267 sh. MGM Resorts International 11,950 11,930
17 sh. Microsoft Corp. 531 6,393
71 sh. Owens Corning Inc. 6,415 10,821
56 sh. Quest Diagnostics Inc. 5,901 7,721
265 sh. Tech Resources Class B 7,286 11,202
82 sh. Texas Instruments Inc. 4,534 13,978
292 sh. U.S. Bancorp 11,649 12,638
1,648 sh. Viatris Inc. 20,683 17,848
563 sh. Wells Fargo & Co. 19,255 27,711
100 sh. Alphabet Inc. Non-Voting Capital Stock Class C 0 0

TY 2023 InvestmentsGovtObligationsSch
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
US Government Securities - End of Year Book Value:

136,877
US Government Securities - End of Year Fair Market Value:

132,656
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsLandSchedule2
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land     0 0
Buildings     0 0
Leasehold improvements     0 0
Equipment     0 0

TY 2023 InvestmentsOtherSchedule2
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Blue Wave Capital & Consulting LLC AT COST 112,500 337,500
Vanguard REIT AT COST 0 0
Lincoln Boyhood Drama Association Inc. loan AT COST 258,000 258,000
Goldman Sachs AT COST 1,669 1,682
Abbey Cap. Multi AT COST 1,710 1,630
Deutsche Real Assets Inst. AT COST 3,330 3,354

TY 2023 OtherDecreasesSchedule
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Description Amount
Weyerhaueser Corp. basis adjustment 120
Forgiveness of Alhambra Theatre Inc. loan 14,381


TY 2023 OtherExpensesSchedule
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Indiana Philanthropy Alliance 500 500 0 500


TY 2023 OtherProfessionalFeesSchedule
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Wells Fargo Special Account B, agency fees 2,560 2,560 0 2,560
Wells Fargo Special Account C, agency fees 2,514 2,514 0 2,514
Wells Fargo Special Account G, agency fees 7,994 7,994 0 7,994
Wells Fargo Special Account C, agents' fees 117 117 0 117
Baird Trust Co. agency fees 29,310 29,310 0 29,310
Morgan Stanley fees 325 325 0 325
Old National Trust Co. agency fees 1,893 1,893 0 1,893
Fifth Third Bank agency fees 1,886 1,886 0 1,886


TY 2023 TaxesSchedule
Name:
BUSSING-KOCH FOUNDATION INC
EIN:
35-1780862
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise tax on 2022 investment income 2,000 0 0 0
Wells Fargo Account C 387 387 0 387
Wells Fargo Account G 49 49 0 49