Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Namaste Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)9112 W Tulip Drive
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Columbus, IN47201
A Employer identification number

35-1814583
B Telephone number (see instructions)

(812) 344-0687
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$11,796,824
J 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) 496,467
2 Check right arrow.............
3 Interest on savings and temporary cash investments 336,759 336,759  
4 Dividends and interest from securities... 284,370 284,370  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 572,941
b Gross sales price for all assets on line 6a 1,645,686
7 Capital gain net income (from Part IV, line 2)... 572,941
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)....... 97,503 97,503  
12 Total. Add lines 1 through 11........ 1,788,040 1,291,573  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 675 0   675
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,290 2,290   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,347 0   6,347
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,312 2,290   7,022
25 Contributions, gifts, grants paid....... 515,400 515,400
26 Total expenses and disbursements. Add lines 24 and 25 524,712 2,290   522,422
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,263,328
b Net investment income (if negative, enter -0-) 1,289,283
c Adjusted net income (if negative, enter -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............. 3,293,332 2,404,951 2,404,951
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 478,370 Click to see attachment
List of Attached Documents:
// Content
2,738,153
2,793,735
b Investments—corporate stock (attach schedule)....... 5,721,835 Click to see attachment
List of Attached Documents:
// Content
4,894,252
5,572,072
c Investments—corporate bonds (attach schedule)....... 688,770 Click to see attachment
List of Attached Documents:
// Content
748,306
481,795
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
544,271
Click to see attachment
List of Attached Documents:
// Content
544,271
Click to see attachment
List of Attached Documents:
// Content
544,271
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,726,578 11,329,933 11,796,824
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 10,726,578 11,329,933
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........    
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)..... 10,726,578 11,329,933
30 Total liabilities and net assets/fund balances (see instructions). 10,726,578 11,329,933
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
10,726,578
2
Enter amount from Part I, line 27a .....................
2
1,263,328
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,989,906
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
659,973
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,329,933
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 MATTERPORT INC. 12,500 SHS   2022-12-27 2023-01-23
b MATTERPORT INC. 12,500 SHS   2022-12-27 2023-01-31
c TSAKOS ENERGY NAVIGAION 10,000   2020-11-25 2023-07-07
d CAPITAL PRODUCT PARTNERS 7,142 SHS   2017-10-05 2023-05-23
e CAPITAL PRODUCT PARTNERS 8,858 SHS   2020-03-02 2023-05-23
CAPITAL PRODUCT PARTNERS 1,142 SHS   2020-03-02 2023-12-06
CAPITAL PRODUCT PARTNERS 2,622 SHS   2020-03-16 2023-12-06
CAPITAL PRODUCT PARTNERS 2,378 SHS   2020-03-16 2023-12-11
CAPITAL PRODUCT PARTNERS 4,041 SHS   2020-12-23 2023-12-11
CAPITAL PRODUCT PARTNERS 3,000 SHS   2020-12-23 2023-12-18
CAPITAL PRODUCT PARTNERS 561 SHS   2020-12-23 2023-12-18
INTERNATIONAL SEAWAY INC 1,000 SHS   2020-03-16 2023-12-21
CORNING INC 3,500 SHS   2019-01-03 2023-12-21
STRATUS PPTYS 5,586 SHS   2021-12-16 2023-11-29
VISTRA CORP 3,000 SHS   2020-12-03 2023-12-12
WESTPORT FUEL SYS 481 SHS   2020-09-23 2023-09-25
WHITESTOWN REIT 14,000 SHS   2021-08-17 2023-08-07
KIMBERLY CLARK 900 SHS   2022-04-06 2023-04-27
KIMBERLY CLARK 1,500 SHS   2022-04-06 2023-12-21
VISKASE COS INC 5,400 SHS   2014-01-21 2023-08-28
VISKASE COS INC 10,000 SHS   2018-01-08 2023-08-17
(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 38,373   31,751 6,622
b 43,497   31,751 11,746
c 250,000   211,102 38,898
d 95,630   95,098 532
e 118,607   92,663 25,944
15,622   11,824 3,798
35,868   18,861 17,007
31,646   17,106 14,540
53,777   30,974 22,803
41,060   22,995 18,065
7,747   4,300 3,447
46,708   18,583 28,125
118,648   102,210 16,438
158,173   148,792 9,381
101,286   52,668 48,618
3,106   9,450 -6,344
147,697   132,096 15,601
129,516   52 129,464
178,437   119 178,318
10,690   38,272 -27,582
19,598   2,078 17,520
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       6,622
b       11,746
c       38,898
d       532
e       25,944
      3,798
      17,007
      14,540
      22,803
      18,065
      3,447
      28,125
      16,438
      9,381
      48,618
      -6,344
      15,601
      129,464
      178,318
      -27,582
      17,520
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 2 572,941
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 17,921
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 17,921
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 17,921
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,500
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 2,579
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,579 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTerry Marbach Telephone no.right arrow (812) 344-0687

Located atright arrow9112 W Tulip DriveColumbusIN ZIP+4right arrow47201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Constance Marbach Secretary/Director
2.00
0 0 0
9112 W Tulip Dr
Columbus,IN47201
Beth Marbach Vice-President/Director
3.00
0 0 0
9112 W Tulip Dr
Columbus,IN47201
Dana Hatlelid Director
3.00
0 0 0
9112 W Tulip Dr
Columbus,IN47201
Christian Freitag Director
3.00
0 0 0
9112 W Tulip Dr
Columbus,IN47201
Terry Marbach President & Treasurer
5.00
0 0 0
9112 W Tulip Dr
Columbus,IN47201
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,758,310
b
Average of monthly cash balances.......................
1b
2,849,141
c
Fair market value of all other assets (see instructions)................
1c
544,271
d
Total (add lines 1a, b, and c).........................
1d
11,151,722
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
11,151,722
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
167,276
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,984,446
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
549,222
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
549,222
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,921
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,921
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
531,301
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
531,301
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
531,301
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
522,422
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
522,422
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 7 531,301
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 522,189
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 522,422
a Applied to 2022, but not more than line 2a 522,189
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..... 233
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 ..........
531,068
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
Constance Marbach
Terry Marbach
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

BEST

P O Box 14512
Seattle,WA98114
NONE 501(c)(3) Operating Budget 15,000

Boulder Valley Women's Health

2855 Valmont Road
Boulder,CO80301
NONE 501(c)(3) Operating Budget 50,000

Broomfield Coummunity Foundation

26 Garden Center Suite 2
Broomfield,CO80020
NONE 501(c)(3) Refugee Fund 20,000

Broomfield FISH

6 Garden Center
Broomfield,CO80020
NONE 501(c)(3) Food for the hungry 15,000

CASA- Advocates for Children

1531 13th Street 2107
Columbus,IN47201
NONE 501(c)(3) Operating Budget 10,000

Colorado Water Trust

3264 Larimer Street
Denver,CO80205
NONE 501(c)(3) Operating Budget 15,000

Columbus Area Arts Council

431 6th Street
Columbus,IN47201
NONE 501(c)(3) Operating Budget 3,000

Conservation Law Center (Indiana University)

116 S Indiana Bloomington
Bloomington,IN47408
NONE 501(c)(3) Operating Budget 15,000

Doctors Without Borders

40 Rector Street 16th Floor
New York,NY10006
NONE 501(c)(3) Annual Operating Budget 20,000

Educate the Children Fund

P O Box 414
Ithaca,NY14851
NONE 501(c)(3) Operating Budget 7,000

Emerald School

275 Emerald Street
Broomfield,CO80020
NONE Government High risk Girls after school program 4,500

Fos Feminista

125 Maiden Lane Floor 9
New York,NY10038
NONE 501(c)(3) Annual Campaign 15,000

Foundation for Youth

405 Hope Avenue
Columbus,IN47201
NONE 501(c)(3) Operating Budget 3,000

Greenhouse Scholars

1820 Folsom Street
Boulder,CO80302
NONE 501(c)(3) Scholarship & COVID related aid 20,000

Heritage Fund

P O Box 1547
Columbus,IN47201
NONE 501(c)(3) Hispanic-Latino scholarships 10,000

Hoosier Environmental Council

3951 N Meridian Street
Indianapolis,IN46208
NONE 501(c)(3) Operating Budget 12,500

Indiana Landmarks

1201 Central Avenue
Indianapolis,IN46202
NONE 501(c)(3) Annual Campaign 2,000

Int'l Campaign for Tibet

1825 Jefferson Place NW
Washington,DC20036
NONE 501(c)(3) Operating Budget 3,500

MS Feminist

12 Metrotech Center 26th Floor
Brooklyn,NY11201
NONE 501(c)(3) Operating Budget 8,000

National Museum of Women in the Arts

1250 New York Avenue NW
Washington,DC20005
NONE 501(c)(3) Operating Budget 2,000

National Parks Conservation Association

777 6th Street NW
Washington,DC20001
NONE 501(c)(3) Annual Campaign 12,500

Nature Conservancy Indiana

620 E Ohio Street
Indianapolis,IN46202
NONE 501(c)(3) Human:Nature Campaign 5,000

Orion Society

187 Main Street
Barrington,MA01230
NONE 501(c)(3) Operating Budget 15,000

Pacific Crest Trail Association

1331 Garden Highway
Sacramento,CA95833
NONE 501(c)(3) Technology Upgrade Project 5,000

PP Great Northwest Hawaii Alaska Indiana Kentucky

P O Box 3641
Seattle,WA981243641
NONE 501(c)(3) Operating Budget 50,000

Sycamore Land Trust

P O Box 7801
Bloomington,IN47407
NONE 501(c)(3) Stewardship and land acquisition 35,000

The Cycle Effect

P O Box 1503
Eagle,CO81631
NONE 501(c)(3) Middle School Girls Program 30,000

Tibet Fund

241 E 32nd Street
New York,NY10016
NONE 501(c)(3) Hospital and Refugee assistance programs 14,000

Turning Point

P O Box 103
Columbus,IN472020193
NONE 501(c)(3) Operating Budget 20,000

United Way of Bartholomew County

1531 13th Street
Columbus,IN47201
NONE 501(c)(3) Annual Campaign 35,000

University of Washington

P O Box 351800
Seattle,WA98195
NONE 501(c)(3) Penguin Research Project 2,500

Wildlife Conservation Network

209 Mississippi Street
San Francisco,CA94107
NONE 501(c)(3) Support Scientist research 30,000

WOW Children's Museum

101 N Harrison Avenue
Lafayette,CO80026
NONE 501(c)(3) Operating Budget 10,000

Broomfield Heights Middle School

1555 Daphne Street
Broomfield,CO80020
NONE government High Risk Girls After School Program 900
Total .................................right arrow 3a 515,400
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 336,759  
4 Dividends and interest from securities ....     14 284,370  
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 .....     15 97,503  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 572,941  
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 1,291,573 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,291,573
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

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

35-1814583
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The Namaste Foundation Inc
 
Employer identification number
35-1814583
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
CONSTANCE AND TERRY MARBACH
9112 W Tulip Drive
 
COLUMBUS, IN47201

$ 115,380


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
CONSTANCE AND TERRY MARBACH
9112 W Tulip Drive
 
COLUMBUS, IN47201

$ 20,664


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
CONSTANCE AND TERRY MARBACH
9112 W Tulip Drive
 
COLUMBUS, IN47201

$ 74,130


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
CONSTANCE AND TERRY MARBACH
9112 W Tulip Drive
 
COLUMBUS, IN47201

$ 143,508


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
CONSTANCE AND TERRY MARBACH
9112 W Tulip Drive
 
COLUMBUS, IN47201

$ 46,990


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
CONSTANCE AND TERRY MARBACH
9112 W Tulip Drive
 
COLUMBUS, IN47201

$ 95,795


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The Namaste Foundation Inc
 
Employer identification number

35-1814583
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
1
800 COMMON SHARES OF KIMBERLY-CLARK CORP. $ 115,380 2023-04-26
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
700 COMMON SHARES OLD REPUBLIC CORP. $ 20,664 2023-12-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
2,000 COMMON SHARES VISTRA CORP. $ 74,130 2023-12-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
1,200 COMMON SHARES KIMBERLY-CLARK CORP. $ 143,508 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
1,000 COMMON SHARES INTERNATIONAL SEAWAYS CORP. $ 46,990 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
7,000 COMMON SHARES C APITAL PRODUCT PARTNERS $ 95,795 2023-12-20
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The Namaste Foundation Inc
 
Employer identification number

35-1814583
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  675 0   675

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Name of Bond End of Year Book Value End of Year Fair Market Value
  748,306 481,795

TY 2023 InvestmentsCorpStockSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Name of Stock End of Year Book Value End of Year Fair Market Value
  4,894,252 5,572,072

TY 2023 InvestmentsGovtObligationsSch
Name:
The Namaste Foundation Inc
EIN:
35-1814583
US Government Securities - End of Year Book Value:

2,738,153
US Government Securities - End of Year Fair Market Value:

2,793,735
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherAssetsSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Royalty payment trust 544,271 544,271 544,271


TY 2023 OtherDecreasesSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Description Amount
UNREALIZED APPRECIATION 659,973


TY 2023 OtherExpensesSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Exponent Philanthropy Membership 815 0   815
Supplies & Equipment 241 0   241
Miscellaneous 2,816 0   2,816
ENVIRONMENTAL GRANTMAKERS ASS DUES CONF EXPENSE 2,475 0   2,475


TY 2023 OtherIncomeSchedule2
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
  97,503 97,503 97,503


TY 2023 SubstantialContributorsSch
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Name Address
TERRY MARBACH 9112 W Tulip Drive
Columbus,IN47201
CONSTANCE MARBACH 9704 W Tulip Drive
Columbus,IN47201


TY 2023 TaxesSchedule
Name:
The Namaste Foundation Inc
EIN:
35-1814583
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,290 2,290   0