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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ARTHUR DEAN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3909 N COLLEGE AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46205
A Employer identification number

81-4049126
B Telephone number (see instructions)

(317) 207-2374
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$91,017,949J 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) 505,338
2 Check right arrow.............
3 Interest on savings and temporary cash investments 135,368 135,368  
4 Dividends and interest from securities... 7,266,879 7,261,042  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,509,179
b Gross sales price for all assets on line 6a 47,570,966
7 Capital gain net income (from Part IV, line 2)... 1,509,179
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)....... Click to see attachment
List of Attached Documents:
// Content
27,478 27,478  
12 Total. Add lines 1 through 11........ 9,444,242 8,933,067  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 225,518 0   225,518
14 Other employee salaries and wages...... 333,504 0   333,504
15 Pension plans, employee benefits....... 91,092 0   91,092
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,900 23,450   23,450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
459,389 366,236   93,153
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
156,382 74,373   0
19 Depreciation (attach schedule) and depletion... 45,982 0  
20 Occupancy.............. 21,450 0   21,450
21 Travel, conferences, and meetings....... 15,472 0   0
22 Printing and publications.......... 3 0   0
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
108,537 9,487   76,797
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,504,229 473,546   864,964
25 Contributions, gifts, grants paid....... 3,693,500 3,693,500
26 Total expenses and disbursements. Add lines 24 and 25 5,197,729 473,546   4,558,464
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,246,513
b Net investment income (if negative, enter -0-) 8,459,521
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 546,867 457,250 457,250
2 Savings and temporary cash investments......... 1,304,912 6,689,078 6,689,078
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.......... 7,800 5,957 5,957
10a Investments—U.S. and state government obligations (attach schedule) 845,635 Click to see attachment
List of Attached Documents:
// Content
835,034 		807,416
b Investments—corporate stock (attach schedule)....... 35,338,620 Click to see attachment
List of Attached Documents:
// Content
32,825,465 		40,435,547
c Investments—corporate bonds (attach schedule)....... 1,797,807 Click to see attachment
List of Attached Documents:
// Content
1,854,653 		1,786,865
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).......... 38,184,439 Click to see attachment
List of Attached Documents:
// Content
39,019,183 		38,021,694
14 Land, buildings, and equipment: basis right arrow2,875,697
Less: accumulated depreciation (attach schedule) right arrow61,555 2,557,753 2,814,142 2,814,142
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,583,833 84,500,762 91,017,949
Liabilities 17 Accounts payable and accrued expenses.......... 13,339 14,443
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)......... 13,339 14,443
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 80,570,494 84,486,319
29 Total net assets or fund balances (see instructions)..... 80,570,494 84,486,319
30 Total liabilities and net assets/fund balances (see instructions). 80,583,833 84,500,762
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
80,570,494
2
Enter amount from Part I, line 27a .....................
2
4,246,513
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
84,817,007
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
330,688
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
84,486,319
Form 990-PF (2024)
Form 990-PF (2024)
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 COOKE ACCT# PZD-207706      
b COOKE ACCT# PZD-200674      
c COOKE ACCT# PZD-215714      
d CAPITAL GAINS DIVIDENDS P    
e
(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 17,391,358   18,102,892 -711,534
b 497,940   508,243 -10,303
c 29,669,658   27,450,652 2,219,006
d 12,010     12,010
e
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       -711,534
b       -10,303
c       2,219,006
d       12,010
e
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 1,509,179
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) 1 117,587
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........................... 3 117,587
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- ..... 5 117,587
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 53,503
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 124,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 177,503
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 59,916
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow59,916 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowRIVER L STURDIVANT PHD Telephone no.right arrow (317) 207-2374

Located atright arrow3909 N COLLEGE AVEINDIANAPOLISIN ZIP+4right arrow46205
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
RUTH PURCELL-JONES EXECUTIVE DIRECTOR
40.00 		166,320 18,480 0
11650 OLIO ROAD SUITE 1000-327
FISHERS,IN46307
DR RIVER STURDIVANT DIRECTOR OF LEARNING AND IMPACT
40.00 		14,927 6,336 0
11650 OLIO ROAD SUITE 1000-327
FISHERS,IN46307
ANDREW BLACK DIRECTOR OF GRANTMAKING (PART-YEAR)
40.00 		44,271 2,330 0
11650 OLIO ROAD SUITE 1000-327
FISHERS,IN46307
FREDDIE L MCCLURE PRESIDENT
1.00 		0 0 0
11650 OLIO ROAD SUITE 1000-327
FISHERS,IN46307
MOLLY E MCCLURE VICE-PRESIDENT
1.00 		0 0 0
11650 OLIO ROAD SUITE 1000-327
FISHERS,IN46307
AARON J STRATMAN TREASURER/SECRETARY
1.00 		0 0 0
11650 OLIO ROAD SUITE 1000-327
FISHERS,IN46307
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 (2024)
Form 990-PF (2024)
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
COOKE FINANCIAL GROUP INVESTMENT MANGEMENT 366,236
250 W 96TH STREET SUITE 300
INDIANAPOLIS,IN46260
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 (2024)
Form 990-PF (2024)
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
84,887,722
b
Average of monthly cash balances.......................
1b
2,437,756
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
87,325,478
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
87,325,478
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,309,882
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
86,015,596
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,300,780
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
4,300,780
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
117,587
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
117,587
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,183,193
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,183,193
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
4,183,193
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
4,558,464
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
4,558,464
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,183,193
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,492,802
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,558,464
a Applied to 2023, but not more than line 2a 2,492,802
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 2024 distributable amount..... 2,065,662
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		2,117,531
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
FREDDIE L MCCLURE
MOLLY E MCCLURE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
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

91 PLACE

1125 E BROOKSIDE AVE SUITE S50
INDIANAPOLIS,IN46201 		N/A PC OTHER - GENERAL FUNDING 15,000

ASPIRE HIGHER FOUNDATION

1002 UDELL ST
INDIANAPOLIS,IN46208 		N/A PC YOUTH DEVELOPMENT 68,000

BABE OF WHITLEY CO

605 FOREST PKWY
COLUMBIA CITY,IN46725 		N/A PC OTHER - GENERAL FUNDING 15,000

BEEFREE BAKES

176W LOGAN ST 311
NOBLESVILLE,IN46060 		N/A PC OTHER - GENERAL FUNDING 15,000

BLOOM PROJECT

PO BOX 68717
INDIANAPOLIS,IN46268 		N/A PC YOUTH DEVELOPMENT 48,000

BLOOM PROJECT (FA) FOR TRU DIALOGUE

PO BOX 68717
INDIANAPOLIS,IN46268 		N/A PC YOUTH DEVELOPMENT 2,500

BOYS & GIRLS CLUB

615 N ALABAMA ST SUITE 4000
INDIANAPOLIS,IN46204 		N/A PC YOUTH DEVELOPMENT - INSTALLMENT 2/2 FOR SPRING 23 REQUEST 75,000

BRIGHTLANE LEARNING

2955 N MERIDIAN ST SUITE 250
INDIANAPOLIS,IN46208 		N/A PC EDUCATION 60,000

BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE

8935 N MERIDIAN ST 200
INDIANAPOLIS,IN46260 		N/A PC FAMILY SUCCESS 5,000

BURMESE AMERICAN COMMUNITY INSTITUTE

4925 SHELBY ST
INDIANAPOLIS,IN46227 		N/A PC EDUCATION 5,000

CAGI

3266 N MERIDIAN ST
INDIANAPOLIS,IN46208 		N/A PC FAMILY SUCCESS 40,000

CARMEL YOUTH ASSISTANCE PROGRAM

515 E MAIN ST SUITE 127
CARMEL,IN46032 		N/A PC EDUCATION 20,000

CARMEL YOUTH ASSISTANCE PROGRAM

515 E MAIN ST SUITE 127
CARMEL,IN46032 		N/A PC EDUCATION 20,000

CENTER FOR LEADERSHIP DEVELOPMENT

2425 DOCTOR MLK JR ST
INDIANAPOLIS,IN46208 		N/A PC EDUCATION 85,000

COMMUNITIES IN SCHOOLS OF INDIANA INC

6501 SUNNYSIDE RD
INDIANAPOLIS,IN46236 		N/A PC EDUCATION 85,000

COMMUNITY ACTION OF GREATER INDIANAPOLIS INC

3266 N MERIDIAN ST
INDIANAPOLIS,IN462085846 		N/A PC FAMILY SUCCESS 50,000

DREAM ALIVE INC

7828 E 88TH STREET
INDIANAPOLIS,IN46256 		N/A PC EDUCATION 110,000

DRONE FORCE

3121 E BANTA RD
INDIANAPOLIS,IN46227 		N/A PC YOUTH DEVELOPMENT 1,000

EARTH CHARTER INDIANA

42ND ST SUITE 125
INDIANAPOLIS,IN46208 		N/A PC EDUCATION 3,000

ECLECTIC SOULS VOICES CORP

1415 SHELBY ST
INDIANAPOLIS,IN46203 		N/A PC YOUTH DEVELOPMENT 160,000

ELEVATE INDIANAPOLIS INC

PO BOX 441456
INDIANAPOLIS,IN46244 		N/A PC EDUCATION 210,000

ESCALA FOUNDATION

PO BOX 34524
INDIANAPOLIS,IN46234 		N/A PC EDUCATION 5,000

FATHERS & FAMILIES RESOURCE CENTER

2835 N ILLINOIS ST
INDIANAPOLIS,IN46208 		N/A PC FAMILY SUCCESS 70,000

FELEGE HIYWOT CENTER INC

1648 SHELDON ST
INDIANAPOLIS,IN462184265 		N/A PC YOUTH DEVELOPMENT 20,000

FISHERS YOUTH ASSISTANCE INC

9090 E 131ST ST
FISCHERS,IN460383550 		N/A PC EDUCATION 40,000

GIRL TALK INCORPORATED

PO BOX 681413
INDIANAPOLIS,IN46268 		N/A PC YOUTH DEVELOPMENT 35,000

GIRLS INCORPORATED OF GREATER INDIANAPOLIS

3935 N MERIDIAN STREET
INDIANAPOLIS,IN46208 		N/A PC YOUTH DEVELOPMENT 113,000

GIRLS STEM INSTITUTE

902 W NEW YORK ST
INDIANAPOLIS,IN46202 		N/A PC EDUCATION 7,500

GROUNDWORK INDY INC

1107 BURDSAL PKWY
INDIANAPOLIS,IN462085458 		N/A PC YOUTH DEVELOPMENT 160,000

HAMILTON HEIGHTS YOUTH ASSISTANCE PROGRAM

2728 E 171ST ST
WESTFIELD,IN46074 		N/A PC EDUCATION 22,000

IIBADA DANCE COMPANY

609 E 29TH ST
INDIANAPOLIS,IN46205 		N/A PC OTHER - GENERAL FUNDING 15,000

IMMIGRANT YOUTH SOCCER PROGRAM FOR PEACE & PROGRESS

1021 TENNIS COURT CIR APT C
INDIANAPOLIS,IN46260 		N/A PC YOUTH DEVELOPMENT 7,500

INDIANA BLIND CHILDREN'S FOUNDATION

5050 42ND ST
ZIONSVILLE,IN46226 		N/A PC EDUCATION 30,000

INDIANA CANINE ASSISTANT NETWORK

5100 CHARLES CT SUITE 100
ZIONSVILLE,IN46077 		N/A PC OTHER - GENERAL FUNDING 15,000

INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE AND SUICIDE

4607 EST 106TH STREET
CARMEL,IN46033 		N/A PC EDUCATION 10,000

INDIANA YOUTH GROUP INC

3733 N MERIDIAN STREET
INDIANAPOLIS,IN46208 		N/A PC YOUTH DEVELOPMENT 117,500

IU SCHOOL OF EDUCATION STUDY ABROAD PROGRAM

201 N ROSE AVE
BLOOMINGTON,IN47405 		N/A PC OTHER - GENERAL FUNDING 15,000

KIDS DANCE OUTREACH INC

456 N MERIDIAN ST SUITE 44801
INDIANAPOLIS,IN46244 		N/A PC YOUTH DEVELOPMENT 85,000

LA PLAZA INC

8902 E 38TH ST
INDIANAPOLIS,IN46226 		N/A PC YOUTH DEVELOPMENT 97,500

LATINAS WELDING GUILD

1936 S LYNHURST DR SUITE R
INDIANAPOLIS,IN46214 		N/A PC YOUTH DEVELOPMENT 70,000

LATINO YOUTH COLLECTIVE

1064 W 36TH ST
INDIANAPOLIS,IN46208 		N/A PC EDUCATION 6,000

LET THEM TALK INDY

9501 E 36TH PL
INDIANAPOLIS,IN46235 		N/A PC YOUTH DEVELOPMENT 10,000

LYN HOUSE INC

PO BOX 11255 1155 N TECUMSEH
INDIANAPOLIS,IN462010255 		N/A PC EDUCATION 36,000

MARTIN LUTHER KING MULTI-SERVICE CENTER INDIANAPOLIS INC

40 W 40TH ST
INDIANAPOLIS,IN46208 		N/A PC FAMILY SUCCESS 160,000

MISSION 25

500 W BUSINESS 30
COLUMBIA CITY,IN46725 		N/A PC YOUTH DEVELOPMENT 110,000

NOBLESVILLE YOUTH ASSISTANCE PROGRAM

2728 E 171ST ST
WESTFIELD,IN46074 		N/A PC EDUCATION 22,000

PLAYWORKS EDUCATION ENERGIZED

1423 BROADWAY PMB 161
OAKLAND,CA94612 		N/A PC YOUTH DEVELOPMENT 210,000

REACH FOR YOUTH INC

3505 N WASHINGTON BLVD
INDIANAPOLIS,IN46205 		N/A PC YOUTH DEVELOPMENT 100,000

RILEY CHILDREN'S FOUNDATION

500 N MERIDIAN ST SUITE 100
INDIANAPOLIS,IN46204 		N/A PC OTHER - GENERAL FUNDING 15,000

SEA SCOPE INC

PO BOX 39116
INDIANAPOLIS,IN46239 		N/A PC YOUTH DEVELOPMENT 60,000

SEASCOPE

PO BOX 39116
INDIANAPOLIS,IN46239 		N/A PC YOUTH DEVELOPMENT 8,000

SHERIDAN YOUTH ASSISTANCE PROGRAM

2728 E 171ST ST
WESTFIELD,IN46074 		N/A PC EDUCATION 40,000

SOUTHEAST COMMUNITY SERVICES

901 SHELBY STREET 2ND FLOOR
INDIANAPOLIS,IN46203 		N/A PC FAMILY SUCCESS 160,000

STARFISH INITIATIVE

2955 N MERIDIAN ST
INDIANAPOLIS,IN46208 		N/A PC EDUCATION 136,000

STEM CONNECTION

8407 MOORE RD
INDIANAPOLIS,IN46278 		N/A PC EDUCATION 5,000

STOP THE VIOLENCE INDIANAPOLIS

4012 MILLERSVILLE DR
INDIANAPOLIS,IN46205 		N/A PC YOUTH DEVELOPMENT 2,500

STRUGGLE MADE US

838 NORTH DELAWARE ST
INDIANAPOLIS,IN46204 		N/A PC YOUTH DEVELOPMENT 7,500

TEENWORKS INC

2820 NORTH MERIDIAN STREET SUITE
1250
INDIANAPOLIS,IN46208 		N/A PC EDUCATION 85,000

THE CENTER FOR WHITLEY COUNTY YOUTH

201 W MARKET ST
COLUMBIA CITY,IN46725 		N/A PC YOUTH DEVELOPMENT 125,000

TROY SCHOOL

1911 E BUSINESS 30 PO BOX 30
COLUMBIA CITY,IN46725 		N/A PC EDUCATION 110,000

WESTFIELD YOUTH ASSISTANCE PROGRAM

2728 E 171ST ST
WESTFIELD,IN46074 		N/A PC EDUCATION 15,000

WHITLEY COUNTY COMMUNITY FOUNDATION

1171 E WOODS WAY
WESTFIELD,IN46725 		N/A PC FAMILY SUCCESS 50,000

YOU YES YOU PROJECT CORP

8363 LA HABRA LANE
INDIANAPOLIS,IN46238 		N/A PC FAMILY SUCCESS 83,000

YOUNG MEN INC GREAT COMMISSION CHURCH OF GOD

3302 N ARSENAL AVE
INDIANAPOLIS,IN46218 		N/A PC YOUTH DEVELOPMENT 2,500

YOUTH ASSISTANCE PROGRAMS (COLLECTIVE)

515 E MAIN ST SUITE 127
CARMEL,IN46032 		N/A PC EDUCATION 10,000

YOUTH MENTORING INITIATIVE INC

PO BOX 743
INDIANAPOLIS,IN46038 		N/A PC EDUCATION 85,000

CENTER FOR WC YOUTH

TBD
TBD,IN46032 		N/A PC EDUCATION 10,000

GEORGE WASHINGTON HS HUB CLUB

TBD
TBD,IN46032 		N/A PC EDUCATION 2,500
Total .................................right arrow 3a 3,693,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 135,368  
4 Dividends and interest from securities ....     14 7,266,879  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,509,179  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aKENNEDY LEWIS RESIDENTIAL PROPERTY INCOME COMPANY LP - K1 		    01 27,478  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,938,904 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,938,904
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ARTHUR DEAN FAMILY FOUNDATION INC
 
Employer identification number

81-4049126
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ARTHUR DEAN FAMILY FOUNDATION INC
  		Employer identification number
81-4049126
Part I
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
FREDDIE L MCCLURE REVOCABLE TRUST
3909 N COLLEGE AVE
 
INDIANAPOLIS, IN46205

$ 505,338


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ARTHUR DEAN FAMILY FOUNDATION INC
  		Employer identification number

81-4049126
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
 2040 SHARES OF PUBLICLY TRADED STOCK $ 505,338 2024-12-02
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ARTHUR DEAN FAMILY FOUNDATION INC
  		Employer identification number

81-4049126
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 46,900 23,450   23,450

TY 2024 InvestmentsCorpBondsSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF MONTREAL MEDIUM TERM SR NTS 1.85% 05/01/25 60,149 59,441
TRUIST FINL CORP SR MEDIUM TERM NTS 1.20% 08/05/25 20,020 19,598
AVALONBAY CMNTYS INC MEDIUM TERM NTS 3.50% 11/15/25 49,980 49,493
SOUTHWESTERN ELEC PWR CO SR NTS 1.65% 03/15/26 40,080 38,489
WELLS FARGO & CO NTS 3.00% 04/22/26 60,331 58,675
HCP INC SR NTS 3.25% 07/15/26 30,317 29,320
KIMCO RLTY CORP NTS 2.80% 10/01/26 46,132 48,361
PAYPAL HLDGS INC NTS 2.65% 10/01/26 49,876 48,426
CITIGROUP INC NTS 3.20% 10/21/26 60,000 58,360
SOUTHWEST AIRLINES CO NTS 3.00% 11/15/26 47,252 48,309
DUKE ENERGY CAROLINAS LLC 1ST RFDG MTG BD 2.95% 12/01/26 15,479 14,562
UNION PACIFIC CORP NT 2.150% 02/05/27 40,229 38,124
AMERICAN EXPRESS CO 2.550% 03/04/27 37,624 38,298
ENABLE MIDSTREAM PARTNERS LP 4.400% 03/15/27 39,851 39,613
AT&T INC GLOBAL NT 2.300% 06/01/27 50,642 51,902
BANK OF AMERICA CORP SR NT FXD/FL TG 1.734% 07/22/27 59,690 57,205
KROGER CO 3.700% 08/01/27 39,960 39,051
DIGITAL REALTY TRUST LP 3.700% 08/15/27 63,606 58,316
MCCORMICK & CO INC 3.400% 08/15/27 34,879 33,938
D.R. HORTON INC 1.400% 10/15/27 15,012 13,700
MARRIOTT INTERNATIONAL INC 5.000% 10/15/27 14,899 15,121
GATX CORP SR NT 4.700% 04/01/29 9,984 9,865
WALT DISNEY CO GTD NT 2.000% 09/01/29 59,473 53,371
PACKAGING CORP OF AMERICA 3.000% 12/15/29 15,935 13,677
WASTE CONNECTIONS INC SR NT 2.600% 02/01/30 60,932 53,663
REPUBLIC SERVICES INC 2.300% 03/01/30 51,750 43,916
NIKE INC 2.850% 03/27/30 61,987 54,648
ONEOK INC NEW SR NT 3.250% 06/01/30 55,434 49,911
W. P. CAREY INC 2.400% 02/01/31 30,093 25,503
FLOWERS FOODS INC SR NT 2.400% 03/15/31 39,798 33,880
PROLOGIS L.P. NT 1.625% 03/15/31 19,818 20,416
FEDEX CORP NT 2.400% 05/15/31 47,445 42,656
CHURCH & DWIGHT CO INC 2.300% 12/15/31 18,408 16,743
EQUINIX INC 3.900% 04/15/32 42,516 46,081
BROADCOM INC SR NT 4.300% 11/15/32 28,502 28,301
GOLDMAN SACHS GROUP INC 3.102% 02/24/33 49,336 51,724
COMCAST CORP SR NT 4.800% 05/15/33 39,177 38,868
T-MOBILE USA INC 5.050% 07/15/33 49,093 48,972
JPMORGAN CHASE & CO 4.912% 07/25/33 58,333 58,648
PACKAGING CORP OF AMERICA 5.700% 12/01/33 40,957 40,902
MID-AMERICA APARTMENTS LP 5.000% 03/15/34 59,727 58,469
KEYSIGHT TECHNOLOGIES INC 4.950% 10/15/34 39,463 38,503
MICROSOFT CORP 3.500% 02/12/35 39,963 40,808
MORGAN STANLEY SR NT FIXED/FL TG 5.320% 07/19/35 60,521 59,038

TY 2024 InvestmentsCorpStockSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD SPONS ADS ISIN#US0003752047 68,931 103,016
ABBOTT LABS COM 124,770 121,593
ABBVIE INC COM 146,009 206,665
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 123,264 159,361
ACUSHNET HLDGS CORP COM 63,317 152,253
ADIDAS AG SPONSORED ADR 87,481 98,025
ADOBE SYS INC COM 72,680 84,045
ADVANCED MICRO DEVICES INC COM 81,538 70,541
AGCO CORP DEL COM 110,390 94,789
AIA GROUP LTD SPONSORED ADR ISIN#US0013172053 70,492 57,237
AIB GROUP PLC ADR ISIN#US00135T1043 64,183 60,349
AIR LEASE CORP CL A 31,116 30,999
AIR LIQUIDE ADR ISIN#US0091262024 36,159 40,345
AIRBNB INC CL A COM 67,401 77,926
AIRBUS GROUP ADR NCE & SPACE CO ISIN#US0092791005 47,554 63,298
ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74 205,551 266,326
ALLIANT ENERGY CORP COM 76,488 85,694
ALPHABET INC CAP STK CL C 141,841 288,517
AMADEUS IT HLDG SA ADS ISIN#US02263T1043 82,280 88,246
AMAZON COM INC COM 281,871 660,145
AMDOCS LTD SHS ISIN#GB0022569080 89,241 112,300
AMEREN CORP COM 41,774 52,325
AMERICAN ELEC PWR CO INC COM 50,591 55,246
AMKOR TECHNOLOGY INC COM 123,577 87,269
ANALOG DEVICES INC COM 178,691 193,126
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 65,116 48,468
APPLE INC COM 404,486 443,995
APPLOVIN CORP COM CL A 59,536 58,613
ASE INDL HLDG CO LTD SPONSORED ADR ISIN#US00215W1009 55,047 76,955
ASHTEAD GROUP PLC ADR ISIN#US0450551009 43,302 32,519
ASML HLDG N V N Y REGISTRY SHS NEW 2012 82,795 90,100
ASPEN TECHNOLOGY INC NEW COM 255,525 336,501
ASSURED GUARANTY LTD COM ISIN#BMG0585R1060 46,104 110,892
ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 122,190 136,544
AT&T INC COM 114,920 141,402
AUTOMATIC DATA PROCESSING INC COM 124,310 138,754
AVERY DENNISON CORP COM 107,175 139,038
B&M EUROPEAN VALUE VALUE RETAIL SA ADR ISIN#US05590Y1001 18,282 11,307
BAE SYS PLC SPONSORED ADR ISIN#US05523R1077 109,426 150,788
BANK AMER CORP COM 152,835 188,721
BCE INC COM NEW ISIN#CA05534B7604 SHS 15,078 9,083
BECTON DICKINSON & CO COM 47,093 44,467
BEIGENE LTD SPONSORED ADR ISIN#US07725L1026 18,607 20,503
BENTLEY SYS INC CL B 332,364 409,232
BERKLEY W R CORP COM 187,426 380,497
BHP GROUP LTD SPONSORED ADR ISIN#US0886061086 52,852 44,289
BJS WHSL CLUB HLDGS INC COM 209,378 247,589
BLACKROCK INC NEW COM 100,660 129,164
BLACKSTONE INC COM 36,177 49,485
BNP PARIBAS SPONSORED ADR REPSTG .25 SHS 75,211 71,746
BOEING CO COM 104,659 126,024
BOOZ ALLEN HAMILTON HLDG CORP CL A 44,234 39,254
BP PLC SPONS ADR 37,697 31,718
BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM 229,894 237,773
BRISTOL MYERS SQUIBB CO COM 115,509 116,627
BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 134,885 131,987
BROADCOM INC COM 408,776 652,630
BRUNSWICK CORP COM 79,746 100,577
CADENCE DESIGN SYS INC COM 116,981 120,184
CANADIAN NATL RY CO COM ISIN#CA1363751027 59,254 51,872
CAPGEMINI S E ADR ISIN#US13961R1005 74,673 66,089
CARLSBERG AS SPONSORED ADR ISIN#US1427952023 39,032 28,452
CHARLES RIV LABORATORIES INTL INC COM 267,308 253,271
CHEMED CORP NEW COM 180,875 216,158
CHEVRON CORP NEW COM 193,134 180,181
CHOICE HOTELS INTL INC COM 248,023 298,016
CHUBB LTD COM ISIN#CH0044328745 139,906 153,623
CHUGAI PHARMAC SHS UNSPONSORED AMERICAN RECEIPT REPR 2 31,928 30,187
CIE DE SAINT-GOBAIN SHS UNSPONSORED ADR 1/5TH SH 26,459 49,432
CISCO SYS INC COM 150,972 185,651
CME GROUP INC COM 109,532 119,366
CMS ENERGY CORP COM 29,157 33,725
COCA COLA CO COM 115,681 118,730
COCA COLA FEMSA SAB DE CV SPON ADR REPSTG 10 SHS SER L 85,664 95,493
COCA-COLA EUROPACIFIC PARTNERS PLC ISIN#GB00BDCPN049 94,753 107,688
COMCAST CORP NEW CL A 188,552 171,024
COMFORT SYS USA INC COM 8,711 76,331
CONCENTRA GROUP HLDGS PARENT INC COM 49,606 60,151
CONMED CORP COM 65,813 56,600
CONOCOPHILLIPS COM 61,424 53,849
COOPER COS INC COM PAR 288,443 382,245
COSTCO WHOLESALE CORP NEW COM 164,023 163,096
COUSINS PPTYS INC COM NEW 79,154 83,647
CRANE CO NEW COM 37,942 75,723
CROWDSTRIKE HLDGS INC CL A 108,776 109,149
CSX CORP COM 48,008 47,146
CULLEN / FROST BANKERS INC COM 118,425 151,703
CUMMINS INC COM 41,780 54,730
DAIICHI SANKYO CO LTD SPON ADR LEVEL 1 ISIN#US23381D1028 69,515 64,432
DAIKIN INDS LTD ADR ISIN#US23381B1061 40,395 30,263
DANONE SPONSORED ADR ISIN#US23636T1007 28,261 30,301
DATADOG INC CL A 58,610 67,015
DBS GROUP HLDGS LTD SPONS ADR 47,240 70,166
DEUTSCHE BANK AG NAMEN AKT ISIN#DE0005140008 34,865 37,033
DEUTSCHE POST AG SPONS ADR ISIN#US25157Y2028 42,059 39,681
DEUTSCHE TELEKOM AG SPONSORED ADR 54,974 83,699
DEXCOM INC COM 35,754 36,241
DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 52,780 53,649
DIAMONDBACK ENERGY INC COM 6,272 21,626
DISNEY WALT CO DISNEY COM 232,119 231,719
DNB BK ASA SPONSORED ADR ISIN#US23341C1036 124,785 126,325
DONALDSON INC COM 44,275 54,419
DSV A/S ADR ISIN#US26251A1088 40,574 52,144
DTE ENERGY CO COM 25,595 28,256
EAST WEST BANCORP INC COM 87,707 188,743
EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 87,198 80,976
EBAY INC COM 43,073 49,684
EDWARDS LIFESCIENCES CORP COM 38,144 37,681
ENEL SOCIETA PER AZIONI ADR ISIN#US29265W2070 136,371 127,688
ENERGIZER HLDGS INC NEW COM 37,341 31,122
ENGIE SPONSORED ADR 41,246 46,043
ENTERGY CORP NEW COM 64,670 90,832
EOG RES INC COM 91,173 95,858
EPIROC AKTIEBOLAG ADR ISIN#US29429L1052 72,898 67,652
EQUIFAX INC COM 214,042 345,577
EQUITABLE HLDGS INC COM 126,214 150,236
ESSENTIAL PPTYS RLTY TR INC COM 73,235 93,402
ESSILOR INTL S A SPONSORED ADR ISIN#US2972842007 62,435 88,089
EVOLUTION AB ADR ISIN# US30051E1047 20,841 17,752
EXPONENT INC COM 209,408 208,049
EXXON MOBIL CORP COM 192,563 198,252
F&G ANNUITIES & LIFE INC COM 3,362 7,542
FAIR ISAAC CORPORATION COM 32,953 179,184
FEDERAL AGRIC MTG CORP CL C 51,136 112,262
FERRARI N V SHS ISIN#NL0011585146 28,742 29,036
FIDELITY NATL FINL INC NEW FNF GROUP COM 71,201 125,080
FLUTTER ENTERTAINMENT PLC REGISTERED SHS 51,164 49,622
FUJITSU LTD ADR 5 COM 25,623 32,065
GENERAL ELEC CO COM NEW 77,047 72,387
GENERAL MLS INC COM 79,589 76,524
GENMAB A/S SPONSORED ADR ISIN#US3723032062 43,181 28,634
GENUINE PARTS CO COM 45,015 36,079
GIVAUDAN SA ADR ISIN#US37636P1084 55,504 57,558
GLENCORE PLC ADR ISIN#US37827X1000 2,889 1,921
HAIER SMART HOME CO LTD ADR ISIN#US40523H1068 94,077 85,456
HAMILTON LANE INC CL A 53,462 104,375
HENRY JACK & ASSOC INC COM 242,489 306,249
HERMES INTL SCA ADR ISIN#US42751Q1058 30,066 48,045
HF SINCLAIR CORP COM 62,482 54,363
HILTON WORLDWIDE HLDGS INC COM NEW 79,482 78,844
HITACHI LTD ADR 10 COM NEW ISIN#US4335785071 50,091 68,650
HOME DEPOT INC COM 266,922 280,462
HONEYWELL INTL INC COM 149,090 168,288
HONG KONG EXCHANGES & CLEARING LTD ADR ISIN#US43858F1093 31,461 36,066
HOYA CORP SPON ADR 21,817 21,948
HUBBELL INC COM 42,907 112,263
HUNTINGTON INGALLS INDS INC COM 28,556 30,802
HUNTSMAN CORP COM 50,966 42,389
HYATT HOTELS CORP COM CL A 95,478 102,665
IBERDROLA S A SPONSORED ADR REPSTG 1 ORD SHS 147,407 154,943
IDACORP INC COM 73,939 77,261
ILLINOIS TOOL WKS INC COM 92,844 92,296
IMPERIAL BRANDS PLC SPONSORED ADR ISIN#US45262P1021 29,456 37,531
INDUSTRIA DE DISENO TEXTIL INDITEX SA ADR ISIN#US4557931098 85,426 101,045
INGREDION INC COM 91,995 145,401
INTERACTIVE BROKERS GROUP INC CL A - COM 171,434 470,649
INTERNATIONAL BUSINESS MACHS CORP COM 122,483 149,484
INTERPUBLIC GROUP COS INC COM 38,148 43,907
INTUITIVE SURGICAL INC COM NEW 96,799 94,997
ITOCHU CORP ADR 69,830 78,158
JEFFERIES FINL GROUP INC COM 84,311 174,832
JOHNSON & JOHNSON COM 241,592 221,558
JPMORGAN CHASE & CO COM 296,327 395,042
JULIUS BAER GROUP LTD ADR ISIN#US48137C1080 60,735 68,749
KEYENCE CORPED SHS ISIN#JP3236200006 56,888 55,517
KINSALE CAP GROUP INC COM 12,919 26,047
KLA CORP COM 78,942 76,875
KOMATSU LTD SPONSORED ADR NEW 87,416 88,408
LAM RESH CORP COM NEW 93,909 77,864
LCI INDS COM 160,493 166,975
LEIDOS HLDGS INC COM 68,414 120,434
LENNOX INTL INC COM 178,665 523,389
LILLY ELI & CO COM 165,691 182,964
LINCOLN ELEC HLDGS INC COM 42,028 84,924
LINDE PLC NEW SHS ISIN#IE000S9YS762 111,477 106,761
LITTELFUSE INC COM 64,001 82,478
LKQ CORP COM 87,762 75,521
LOCKHEED MARTIN CORP COM 77,929 88,441
LONDON STK EXCHANGE GROUP ADR ISIN#US54211N1019 93,008 111,460
LOREAL CO ADR ISIN#US5021172037 65,432 61,116
LPL FINL HLDGS INC COM 192,954 453,522
LVMH MOET HENNESSY LOUIS VUITTON ADR ISIN#US5024413065 73,811 66,391
MAGNOLIA OIL & GAS CORP CL A 52,969 56,533
MARRIOTT INTL INC NEW CL A 45,540 45,188
MARSH & MCLENNAN COS INC COM 154,770 163,131
MARUBENI CORP ADR 34,229 29,763
MASTERCARD INC CL A 138,059 200,097
MCDONALDS CORP COM 156,033 156,251
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 72,893 73,250
MERCEDES-BENZ GROUP AG ADR ISIN#US2338252073 71,369 52,461
MERCK & CO INC NEW COM 126,222 98,684
META PLATFORMS INC CL A 402,867 425,666
MICHELIN COMPAGNIE GENERALE DES ESTABLISHMENTS ADR 57,349 63,642
MICROSOFT CORP COM 726,195 851,009
MKS INSTRS INC COM 97,263 127,565
MONDELEZ INTL INC CL A 121,564 100,705
MOODYS CORP COM 77,248 77,633
MORGAN STANLEY COM NEW 98,681 141,184
MS&AD INS GROUP HLDGS ADR ISIN#US5534911012 75,847 117,319
MSA SAFETY INC COM 58,448 95,152
MTU AERO ENGINES AG ADR ISIN#US62473G1022 27,548 39,929
MUNICH RE GROUP ADR ISIN#US6261881063 152,180 182,204
NATIONAL GRID PLC SPON ADR NEW 2017 33,397 31,493
NATWEST GROUP PLC SPONSORED ADR REPSTG 2 ORD SHS NEW 46,871 54,369
NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 229,736 170,590
NETEASE INC SPONSORED ADR ISIN#US64110W1027 13,973 12,846
NETFLIX INC COM 119,814 298,592
NEXTERA ENERGY INC COM 33,556 42,297
NIPPON TELEG & TELEPHONE CORP SPONSORED ADR ISIN# 106,222 106,112
NISOURCE INC COM 80,825 114,250
NITORI HLDGS CO LTD ARD ISIN#US65479L1089 20,168 18,648
NN GROUP NV ADR ISIN#US6293341037 86,849 86,574
NOMURA RESH INST LTD ADR NEW ISIN#US65538C2061 43,850 45,686
NORDSON CORP COM 260,278 377,260
NORTHROP GRUMMAN CORP COM 108,931 111,222
NOVARTIS AG SPONSORED ADR 124,023 130,687
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR 227,466 226,319
NRG ENERGY INC COM NEW 35,041 43,847
NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 38,633 112,532
NVIDIA CORP COM 752,175 722,346
OLLIES BARGAIN OUTLET HLDGS INC COM 203,983 246,124
OWENS CORNING NEW COM 69,237 62,167
PACKAGING CORP AMER COM 117,904 197,664
PALO ALTO NETWORKS INC COM 65,699 61,866
PARKER-HANNIFIN CORP COM 131,497 160,280
PEPSICO INC COM 69,307 62,345
PERMIAN RES CORP CL A 76,955 78,687
PERNOD RICARD S A SPONSORED ADR ISIN#US7142643060 21,188 21,109
PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 83,172 66,563
PNC FINL SVCS GROUP INC COM 98,105 121,110
POOL CORP COM 236,732 363,442
POWER CORP CDA SHS ISIN#CA7392391016 65,814 71,501
PPG INDS INC COM 71,942 61,039
PROCTER & GAMBLE CO COM 185,284 194,642
PROGRESSIVE CORP OH COM 97,063 91,052
PUBLIC SVC ENTERPRISE GROUP INC COM 37,836 48,244
QUALCOMM INC COM 45,423 41,324
QUEST DIAGNOSTICS INC COM 104,568 112,542
RAYMOND JAMES FINL INC COM 48,320 114,478
RECRUIT HLDGS CO LTD ADR ISIN# US75629J1016 38,632 60,560
RELIANCE INC COM 63,989 58,160
RELX PLC SPONSORED ADR 63,905 76,896
RIO TINTO PLC SPONSORED ADR ISIN#US7672041008 84,862 70,631
ROCHE HLDGS LTD SPONSORED ADR ISIN#US7711951043 77,976 72,864
ROLLINS INC COM 188,581 305,168
ROLLS ROYCE HLDGS PLC SPONS ADR ISIN US7757812067 51,127 71,918
ROYAL KPN N V SPONS ADR 29,294 32,321
RPM INTL INC COM 62,977 95,864
SAFRAN S A ADR ISIN#US7865841024 87,395 129,492
SAIA INC COM 167,318 269,792
SALESFORCE INC COM 98,204 98,627
SANOFI SPONS ADR ISIN#US80105N1054 32,307 31,784
SAP SE SPONSORED ADR ISIN#US8030542042 135,111 183,919
SCOTTS MIRACLE-GRO CO COM 214,172 182,899
SELECT MED HLDGS CORP COM 48,207 61,583
SERVICENOW INC COM 87,611 187,641
SERVISFIRST BANCSHARES INC COM 73,444 127,957
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 77,948 80,317
SHIN ETSU CHEM CO LTD ADR 37,285 40,870
SHOPIFY INC CL A ISIN#CA82509L1076 14,611 24,456
SIEMENS A G SPONSORED ADR ISIN#US8261975010 75,939 106,058
SIKA AG ADR ISIN#US82674R1032 53,887 48,265
SITEONE LANDSCAPE SUPPLY INC COM 110,067 204,902
SMC CORP SHS ISIN#JP3162600005 50,961 39,169
SMURFIT WESTROCK LIMITED REGISTERED SHS 101,238 130,072
SNAP ON INC COM 56,047 118,139
SNOWFLAKE INC CL A 47,251 53,117
SOFTBANK MOBILE SVCS CORP ADR ISIN# US83405K1025 120,707 128,303
SONIC HEALTHCARE LTD SPONSORED ADR 20,453 20,967
SOUTHERN CO COM 67,992 96,808
SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911 99,706 97,529
STERIS PLC REGISTERED SHS ISIN#IE00BFY8C754 87,459 106,480
STRAUMANN HLDG AG ADR ISIN# US86317T1034 20,116 22,896
SUZUKI MTR CORP ADR ISIN#US86959X1072 33,167 32,106
SVENSKA HANDELSBANKEN AB ADR ISIN#US86959C1036 38,355 42,960
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 67,017 114,742
TARGA RES CORP COM 41,523 153,867
TAYLOR WIMPEY PLC ADR-ORD SHS 106,879 79,122
TDK CORP AMERICAN DEP SHS ISIN#US8723514084 35,227 51,503
TELEDYNE TECHNOLOGIES INC COM 261,614 262,698
TENCENT HLDGS LTD ADR ISIN#US88032Q1094 41,372 43,448
TERADYNE INC COM 109,353 253,729
TERUMO CORP ADR 21,156 20,904
TESCO PLC SPONSORED ADR NEW ISIN#US8815754010 102,354 112,356
TESLA INC COM 200,410 244,727
TEXAS INSTRS INC COM 59,599 68,816
TFI INTERNATIONAL INC REGISTERED SHS ISIN#CA87241L1094 22,537 40,928
THE TRADE DESK INC COM CL A 86,686 87,207
THOR INDS INC COM 143,749 206,925
TIMKEN CO COM 68,085 76,366
TJX COS INC NEW COM 128,011 146,180
TOKIO MARINE HLDGS INC ADR 75,838 119,118
TOKYO ELECTRON LTD ADR 24,840 37,594
TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 129,817 141,482
TOYOTA MTR CO SPON ADR 54,744 71,033
TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967 78,967 105,634
UBER TECHNOLOGIES INC COM 107,991 94,763
5UNICHARM CORP SPONSORED ADR ISIN#US90460M2044 0 13,291
UNICREDIT SPA ADR NEW 2017 ISIN# US9046784065 56,921 60,000
UNION PAC CORP COM 128,814 117,669
UNITED OVERSEAS BK LTD SPON ADR 94,125 124,656
UNITEDHEALTH GROUP INC COM 217,820 235,225
UNIVERSAL DISPLAY CORP COM 313,831 220,323
UPM KYMMENE CORP ADR ISIN# US9154362084 101,557 85,929
VALERO ENERGY CORP NEW COM 95,436 85,445
VEOLIA ENVIRONMENT SPONSORED ADR 59,440 59,502
VERTEX PHARMACEUTICALS INC COM 135,545 117,186
VERTIV HLDGS CO CL A 70,655 62,826
VISA INC COM CL A 210,758 254,728
VOLVO AB ADR ISIN#US9288541082 60,003 62,404
WALMART INC COM 306,047 410,912
WASTE MGMT INC DEL COM 91,968 91,007
WATSCO INC COM 219,765 359,683
WD 40 CO COM 13,505 19,172
WEC ENERGY GROUP INC COM 38,868 46,268
WELLS FARGO & CO NEW COM 126,135 169,349
WILLIAMS SONOMA INC COM 64,862 192,402
WINTRUST FINL CORP COM 112,989 139,550
ZEBRA TECHNOLOGIES CORP CL A 203,806 384,289
ZURICH INS GROUP LTD SPONSORED ADR ISIN#US9898251049 83,552 136,426
ZURN ELKAY WTR SOLUTIONS CORP COM 266,341 335,663
3I GROUP PLC ADR ISIN#US88579N1054 64,043 108,390
AGREE RLTY CORP COM 112,990 121,879
AVALONBAY CMNTYS INC COM 37,734 46,414
BXP INC COM 52,224 63,280
CAMDEN PPTY TR COM 75,094 74,846
EASTGROUP PPTYS INC COM 56,320 73,504
FOUR CORNERS PPTY TR INC COM 48,902 59,518
PROLOGIS INC COM 50,345 40,800
PUBLIC STORAGE COM 36,852 38,628
REGENCY CTRS CORP COM 32,708 41,105
TERRENO RLTY CORP COM 60,006 60,737

TY 2024 InvestmentsGovtObligationsSch
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
US Government Securities - End of Year Book Value:

548,795
US Government Securities - End of Year Fair Market Value:

522,295
State & Local Government Securities - End of Year Book Value:


286,239
State & Local Government Securities - End of Year Fair Market Value:


285,121


TY 2024 InvestmentsOtherSchedule2
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AQR MANAGED FUTURES STRATEGY FUND CLASS I AT COST 1,543,777 1,483,109
GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTITUTIONAL CLASS AT COST 11,853,582 11,484,786
FS MULTI-STRATEGY ALTERNATIVES FUND CLASS I AT COST 3,387,790 3,472,394
CION ARES DIVERSIFIED CREDIT FUND CLASS I AT COST 1,120,000 1,149,939
CLIFFWATER CORPORATE LENDING FUND CLASS I AT COST 1,119,453 1,122,113
FS KKR CAPITAL CORP (COMMON STOCK) AT COST 4,499,160 3,413,841
PIONEER MULTI-ASSET ULTRASHORT INCOME FUND CLASS Y AT COST 2,628,790 2,627,417
PGIM JENNISON ENERGY INFRASTRUCTURE FUND CLASS Z AT COST 9,476,703 9,803,291
KENNEDY LEWIS RESIDENTIAL PROPERTY INCOME COMPANY LP - FOUNDER CAP CALL AT COST 157,303 157,253
KENNEDY LEWIS RESIDENTIAL PROPERTY INCOME COMPANY LP - FOUNDER AT COST 1,163,992 1,184,065
KENNEDY LEWIS CAPITAL COMPANY CLASS I AT COST 2,068,633 2,123,486

TY 2024 OtherDecreasesSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Description Amount
FMV TO COST ADJUSTMENT ON CONTRIBUTIONS 330,688


TY 2024 OtherExpensesSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 47,388 0   47,388
INFORMATION TECHNOLOGY 12,949 0   12,949
INSURANCE EXPENSE 16,460 0   16,460
BANK CHARGES & FEES 9,487 9,487   0
PROFESSIONAL DEVELOPMENT/TRAINING 9,280 0   0
DUES, SPONSORSHIPS & SUBSCRIPTIONS 12,973 0   0


TY 2024 OtherIncomeSchedule2
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
KENNEDY LEWIS RESIDENTIAL PROPERTY INCOME COMPANY LP - K1 27,478 27,478 27,478


TY 2024 OtherProfessionalFeesSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 366,236 366,236   0
ADVERTISING & MARKETING 4,515 0   4,515
SPEAKERS & ADVISORS 34,375 0   34,375
ED CONSULTING SERVICES 54,263 0   54,263


TY 2024 TaxesSchedule
Name:
ARTHUR DEAN FAMILY FOUNDATION INC
EIN:
81-4049126
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ESTIMATES 82,009 0   0
FOREIGN TAX 74,373 74,373   0