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
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1602
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH BEND, IN46634
A Employer identification number

35-6034211
B Telephone number (see instructions)

(574) 235-2952
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$48,827,883J 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) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,145,996 1,145,996 1,145,996
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,775,572
b Gross sales price for all assets on line 6a 9,268,417
7 Capital gain net income (from Part IV, line 2)... 1,775,572
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,921,568 2,921,568 1,145,996
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 172,956 103,608    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,350 2,350 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
54,056     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,959      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 272,321 105,958 0 0
25 Contributions, gifts, grants paid....... 2,004,878 2,004,878
26 Total expenses and disbursements. Add lines 24 and 25 2,277,199 105,958 0 2,004,878
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,644,369
b Net investment income (if negative, enter -0-) 2,815,610
c Adjusted net income (if negative, enter -0-)... 1,145,996
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.............   -255,671 -255,671
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,293,850 Click to see attachment
List of Attached Documents:
// Content
1,221,063 		1,221,063
b Investments—corporate stock (attach schedule)....... 19,917,387 Click to see attachment
List of Attached Documents:
// Content
21,918,856 		36,014,214
c Investments—corporate bonds (attach schedule)....... 11,888,359 Click to see attachment
List of Attached Documents:
// Content
11,922,912 		11,420,208
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)..........     0
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
497,475 		Click to see attachment
List of Attached Documents:
// Content
428,069 		Click to see attachment
List of Attached Documents:
// Content
428,069
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,597,071 35,235,229 48,827,883
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
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........ 33,597,071 35,235,229
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)..... 33,597,071 35,235,229
30 Total liabilities and net assets/fund balances (see instructions). 33,597,071 35,235,229
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
33,597,071
2
Enter amount from Part I, line 27a .....................
2
1,644,369
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,241,440
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,211
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,235,229
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 854.57 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-01-15
b 470.23 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-01-20
c 1528.12 FR SB8156 3% 01 APR 2037   2022-03-22 2024-01-25
d 570.59 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-01-25
e 2000. HORIZON BANCORP INDIANA   1992-09-24 2024-01-31
15479. FT VEST U.S. EQUITY DEEP BUFFER ETF   2023-11-28 2024-02-13
2000. ISHARES RUSSELL 1000 GROWTH INDEX FUND   2023-01-20 2024-02-13
857.42 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-02-15
8033. SPDR S&P DIVIDEND ETF   2022-10-27 2024-02-16
451.55 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-02-20
1541.43 FR SB8156 3% 01 APR 2037   2022-03-22 2024-02-25
486.45 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-02-25
16438. ISHARES MSCI EAFE VALUE ETF   2021-03-03 2024-03-05
20452.441 BAIRD MID CAP GROWTH-INST   2023-12-14 2024-03-14
3000. ISHARES RUSSELL 1000 GROWTH INDEX FUND   2023-03-13 2024-03-14
49164.208 VANGUARD S/T INVEST GRD-ADM   2019-09-09 2024-03-14
860.28 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-03-15
454.1 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-03-20
4343. SPDR S&P DIVIDEND ETF   2022-10-27 2024-03-21
2405.05 FR SB8156 3% 01 APR 2037   2022-03-22 2024-03-25
432.98 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-03-25
1200. HONEYWELL INTERNATIONAL INC   2012-09-17 2024-03-25
1856. ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2022-12-06 2024-03-25
2000. MICROCHIP TECHNOLOGY INC   2018-10-26 2024-03-25
1000. AUTOMATIC DATA PROCESSING INC   2016-08-24 2024-04-01
1810. ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2022-12-06 2024-04-01
1314. ZOETIS INC   2004-06-09 2024-04-01
863.14 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-04-15
2942.94 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-04-20
2377.19 FR SB8156 3% 01 APR 2037   2022-03-22 2024-04-25
595.8 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-04-25
866.02 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-05-15
39612.25 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-05-20
2245.92 FR SB8156 3% 01 APR 2037   2022-03-22 2024-05-25
466.78 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-05-25
868.91 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-06-15
26729.08 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-06-20
1900. ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2022-06-13 2024-06-21
1353.85 FR SB8156 3% 01 APR 2037   2022-03-22 2024-06-25
604.23 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-06-25
871.8 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-07-15
13407.83 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-07-22
1503.56 FR SB8156 3% 01 APR 2037   2022-03-22 2024-07-25
464.46 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-07-25
874.71 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-08-15
12007.57 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-08-20
1363.78 FR SB8156 3% 01 APR 2037   2022-03-22 2024-08-26
445.54 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-08-26
21036. FT VEST U.S. EQUITY DEEP BUF   2024-02-13 2024-08-26
877.63 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-09-16
9043.4 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-09-20
1690.51 FR SB8156 3% 01 APR 2037   2022-03-22 2024-09-25
232.68 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-09-25
880.55 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-10-15
100000. JPMORGAN CHASE & CO 3.9% 15 JUL 2025   2019-02-14 2024-10-17
5419.37 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-10-21
2018.04 FR SB8156 3% 01 APR 2037   2022-03-22 2024-10-25
219.12 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-10-25
71413.011 FH INST HI YLD BND-IS   2021-10-22 2024-11-01
883.49 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-11-15
17475.93 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-11-20
1794.6 FR SB8156 3% 01 APR 2037   2022-03-22 2024-11-25
547.33 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-11-25
886.43 FHR 3745 VE 4% 15 SEP 2029   2020-11-03 2024-12-16
7379.01 GNR 2023-136 PA 7% 20 JUN 2053   2023-10-05 2024-12-20
1925.28 FR SB8156 3% 01 APR 2037   2022-03-22 2024-12-26
455.01 FN MA4073 3% 01 JUL 2040   2020-06-10 2024-12-26
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 855   879 -24
b 470   476 -6
c 1,528   1,537 -9
d 571   586 -15
e 26,728   1,163 25,565
562,065   545,329 16,736
643,383   448,278 195,105
857   881 -24
1,000,341   974,811 25,530
452   457 -5
1,541   1,551 -10
486   499 -13
861,338   828,970 32,368
516,833   460,963 55,870
996,622   677,392 319,230
500,000   525,454 -25,454
860   883 -23
454   459 -5
563,283   475,721 87,562
2,405   2,419 -14
433   444 -11
240,442   67,894 172,548
199,945   182,128 17,817
173,319   61,534 111,785
250,368   57,023 193,345
198,034   171,531 26,503
222,038   47,712 174,326
863   886 -23
2,943   2,976 -33
2,377   2,391 -14
596   611 -15
866   888 -22
39,612   40,050 -438
2,246   2,259 -13
467   479 -12
869   890 -21
26,729   27,016 -287
199,836   176,377 23,459
1,354   1,361 -7
604   620 -16
872   893 -21
13,408   13,552 -144
1,504   1,512 -8
464   476 -12
875   893 -18
12,008   12,116 -108
1,364   1,371 -7
446   457 -11
865,397   801,223 64,174
878   894 -16
9,043   9,120 -77
1,691   1,700 -9
233   239 -6
881   896 -15
99,489   100,322 -833
5,419   5,465 -46
2,018   2,029 -11
219   225 -6
637,004   714,055 -77,051
883   898 -15
17,476   17,623 -147
1,795   1,804 -9
547   561 -14
886   900 -14
7,379   7,441 -62
1,925   1,935 -10
455   467 -12
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
      338,845
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       -24
b       -6
c       -9
d       -15
e       25,565
      16,736
      195,105
      -24
      25,530
      -5
      -10
      -13
      32,368
      55,870
      319,230
      -25,454
      -23
      -5
      87,562
      -14
      -11
      172,548
      17,817
      111,785
      193,345
      26,503
      174,326
      -23
      -33
      -14
      -15
      -22
      -438
      -13
      -12
      -21
      -287
      23,459
      -7
      -16
      -21
      -144
      -8
      -12
      -18
      -108
      -7
      -11
      64,174
      -16
      -77
      -9
      -6
      -15
      -833
      -46
      -11
      -6
      -77,051
      -15
      -147
      -9
      -14
      -14
      -62
      -10
      -12
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,775,572
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 39,137
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 39,137
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 39,137
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 52,175
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 87,175
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 48,038
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow48,038 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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. 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 arrow  
14
The books are in care ofright arrow1st Source Bank Telephone no.right arrow (574) 235-2952

Located atright arrow100 N MICHIGAN STSOUTH BENDIN ZIP+4right arrow46601
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
Yes
 
If "Yes," list the years right arrow2011, 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
Yes
 
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
CHRISTOPHER J MURPHY III PRESIDENT
0 		0    
100 N MICHIGAN ST
SOUTH BEND,IN46601
ANDREA SHORT VICE PRESIDENT
0 		0    
100 N MICHIGAN ST
SOUTH BEND,IN46601
KEVIN MURPHY TREASURER
0 		0    
100 N MICHIGAN ST
SOUTH BEND,IN46601
ANN RATHBURN-LACOPO SECRETARY
0 		0    
100 N MICHIGAN ST
SOUTH BEND,IN46601
John Affleck-Graves Board Member
0 		5,000    
906 Pine Valley ln
Cincinnati,OH45245
Isaac Torres Board Member
0 		0    
17675 Saint Patricks Ct
Granger,IN46530
Todd Schurz Board Member
0 		5,000    
2707 McCullough StAusti
Austin,TX78703
Ron Zeltwanger Board Member
0 		0    
100 N Michigan St
South Bend,IN46601
1st Source Bank AGENT/TRUSTEE
0 		162,956    
100 N MICHIGAN ST
SOUTH BEND,IN46601
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
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 arrow  
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
45,551,234
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
45,551,234
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
45,551,234
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
683,269
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
44,867,965
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,243,398
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
2,243,398
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,137
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,137
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,204,261
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,204,261
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
2,204,261
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
2,004,878
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,004,878
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 2,204,261
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 177,272
e From 2023...... 33,741
f Total of lines 3a through e ........ 211,013
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,004,878
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,004,878
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 199,383 199,383
(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 11,630
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		11,630
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 11,630
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).)
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

Center for Healing & Hope

PO BOX 195
Goshen,IN46527 		NONE PC SUPPORT 10,000

Holy Cross College

OFFICE OF FINANCIAL AID
Notre Dame,IN46556 		NONE PC SUPPORT 150,000

Project Impact South Bend IN

ATTN MLK BREAKFAST
South Bend,IN46628 		NONE PC SUPPORT 3,000

Five Star Life

2204 CALIFORNIA ROAD
Elkhart,IN46514 		NONE PC SUPPORT 10,000

United Way of Marshall County

PO BOX 392
Plymouth,IN46563 		NONE PC SUPPORT 2,115

Plymouth High School Athletics

1 BIG RED ARROW DRIVE
Plymouth,IN46563 		NONE PC SUPPORT 10,000

Near Northwest Neighborhood Inc

PO BOX 1132
South Bend,IN46624 		NONE PC HOMES FOR WORKING CLASS 25,000

MARSHALL COUNTY EDC

2864 MILLER DRIVE
PLYMOUTH,IN46563 		NONE PC SUPPORT 10,000

Neuro Challenge

722 APEX ROAD SUITE A
Sarasota,FL34240 		NONE PC RESOURCE GUIDES 14,500

100 Black Men of Greater South Bend

2043 SOUTH BEND AVENUE
South Bend,IN46637 		NONE PC SUPPORT 10,000

Remedy Live

6429 OAKBROOK PARKWAY
Fort Wayne,IN46825 		NONE PC GET SCHOOLED TOUR 10,000

The Center for Hospice and Palliative
Care Inc
501 COMFORT PLACE
Mishawaka,IN465455234 		NONE PC HELPING HANDS AWARD DINNER 10,000

Reins of Life Inc

55200 QUINCE ROAD
South Bend,IN46619 		NONE PC SUPPORT 5,000

The Caring Place

607 BULLSEYE LAKE ROAD
Valparaiso,IN46383 		NONE PC SUPPORT 25,000

United Way of Wells County

122 LAMAR STREET
Bluffton,IN46714 		NONE PC SUPPORT 180

Marshall County Blueberry Festival

PO BOX 639
Plymouth,IN46563 		NONE PC FESTIVAL 5,000

South Bend Youth Hockey

PO BOX 2371
South Bend,IN46680 		NONE PC YOUTH SPORTS 100,000

Science Central

1950 NORTH CLINTON STREET
Fort Wayne,IN46805 		NONE PC SUPPORT 5,000

Crime Stoppers Inc

123 S CENTER ST
Breman,IN46506 		NONE PC SUPPORT 1,000

Habitat for Humanity

OF ST JOSEPH COUNTY
South Bend,IN46601 		NONE PC SUPPORT 150,000

United Way of Laporte County

422 FRANKLIN ST
Michigan City,IN46360 		NONE PC SUPPORT 7,790

United Way of Allen County

347 W BERRY STREET
Fort Wayne,IN46802 		NONE PC SUPPORT 4,020

LaSalle Council Boy Scouts

1340 S BEND AVE
SOUTH BEND,IN46617 		NONE PC SUPPORT 2,500

Girl Scouts of Northern Indiana-
Michiana
10008 DUPONT CIRCLE DR E
Fort Wayne,IN46825 		NONE PC GIRL SCOUTS 5,000

INNOVATION PARK AT NOTRE DAME

1400 E ANGELA BLVD
SOUTH BEND,IN46617 		NONE PC SUPPORT 30,000

YWCA North Central Indiana

ATTN AMY HILL CEO
South Bend,IN46601 		NONE PC SUPPORT 40,000

United Way of Greater Lafayette

1114 EAST STATE STREET
Lafayette,IN47905 		NONE PC SUPPORT 720

Associated Churches of Fort Wayne

602 E WAYNE STREET
Fort Wayne,IN46802 		NONE CHURCH SUPPORT 5,000

Crossroads United Way Inc

PO BOX 3048
Elkhart,IN46515 		NONE PC SUPPORT 5,700

Early Childhood Alliance

516 E WAYNE ST
Fort Wayne,IN46802 		NONE PC SUPPORT 10,000

Logan Resource Center

2505 EAST JEFFERSON BOULEVARD
South Bend,IN46615 		NONE PC SUPPORT 85,833

ARTS UNITED OF GREATER FORT WAYNE

300 EAST MAIN STREET
FORT WAYNE,IN46802 		NONE PC SUPPORT 11,000

United Way of Whitley & Kosciusko Co

119 E CENTER ST
Warsaw,IN46580 		NONE PC SUPPORT 990

ADEC

19670 STATE ROAD 120
Bristol,IN46507 		NONE PC SCHOOL PROGRAM 10,000

United Way of St Joseph County

3517 E JEFFERSON BLVD
South Bend,IN46615 		NONE PC SUPPORT 49,000

United Way of Dekalb County

PO BOX 307
Auburn,IN46706 		NONE PC SUPPORT 90

Goodwill Ind of Michiana Inc

C/O DEBIE M COBLE
South Bend,IN46619 		NONE PC SUPPORT 100,000

Pathfinder Services

ATTN MICHELLE BANKS
Huntington,IN46750 		NONE PC SUPPORT 8,000

NORTHERN INDIANA HISTORICAL SOCIETY

808 WEST WASHINGTON STREET
SOUTH BEND,IN466011439 		NONE PC SUPPORT 11,000

United Way of Huntington County

PO BOX 347
Huntington,IN46750 		NONE PC SUPPORT 225

Michiana Public Broadcasting Corp

300 W JEFFERSON BLVD
South Bend,IN466347034 		NONE PC SUPPORT 100,000

St John's Evangelical Lutheran Church &
School
111 KINGSBURY AVENUE
LaPorte,IN46350 		NONE CHURCH SUPPORT 12,000

Potawatomi Zoo

500 S GREENLAWN AVE
South Bend,IN46601 		NONE PC SUPPORT 5,000

Indiana Teen Challenge Inc

1111 W BRISTOL ST
Elkhart,IN46514 		NONE PC SUPPORT 10,000

Families First Center

605 PORTAGE AVE
South Bend,IN46616 		NONE PC SUPPORT 10,000

Medical Education Foundation
North Central IN MED ED FDN
PO BOX 1602
South Bend,IN46634 		NONE PC SUPPORT 5,000

LoveWay Inc

54151 CR 33
Middlebury,IN46540 		NONE PC SUPPORT 5,000

Boys & Girls Clubs of the Northern
Indiana Corridor
ATTN DUANE WILSON CEO
South Bend,IN46601 		NONE PC SUPPORT 33,500

Duneland Family YMCA

215 ROOSEVELT ST
Chesterton,IN46304 		NONE PC HEALTHY LIVING CAMPUS 100,000

Beacon Health Foundation Inc

615 N MICHIGAN STREET
South Bend,IN46601 		NONE PC GENERAL SUPPORT 45,000

Studebaker National Museum

201 SOUTH CHAPIN STREET
South Bend,IN46601 		NONE PC HALL OF CHAMPIONS DINNER 5,000

Fischoff Nat'l Chamber Music Assn

HAGGAR HALL 119
NOTRE DAME,IN46556 		NONE PC SUPPORT 3,500

South Bend Alumni Association

737 BEALE STREET
South Bend,IN466161804 		NONE PC SUPPORT 5,000

Habitat for Humanity of Greater Fort
Wayne
2020 E WASHINGTON BLVD
Fort Wayne,IN46803 		NONE PC SUPPORT 15,000

Center for The Homeless

813 SOUTH MICHIGAN STREET
South Bend,IN466013102 		NONE PC SUPPORT 1,750

Project Neighbors

454 S COLLEGE AVENUE
Valparaiso,IN46383 		NONE PC STUDIO APARTMENT BUILDING 40,000

Boys & Girls Clubs of Fort Wayne

2609 FAIRFIELD AVENUE
Fort Wayne,IN46807 		NONE PC SUPPORT 5,000

Stepping Stone Shelter for Women Inc

PO BOX 1045
Michigan City,IN46361 		NONE PC SUPPORT 10,000

MARSHALL COUNTY COMMUNITY FOUNDATION

PO BOX 716
PLYMOUTH,IN46563 		NONE PC SUPPORT 10,000

Premier Arts

410 SOUTH MAIN STREET
Elkhart,IN46516 		NONE PC SUPPORT 50,000

Erin's House For Grieving Children

5670 YMCA PARK DRIVE WEST
Fort Wayne,IN46835 		NONE PC CHILDREN 34,000

South Bend-Elkhart Regional FDN Inc

635 S LAFAYETTE BLVD SUITE 123
South Bend,IN46601 		NONE PC SUPPORT 50,000

Tree Lafayette

1915 SCOTT STREET
Lafayette,IN47904 		NONE PC TREES 3,000

Rebuilding Together

803 LINCOLNWAY WEST
South Bend,IN46616 		NONE PC CHRISTMAS IN APRIL 5,000

Habitat for Humanity of Porter County

2411 BEECH ST SUITE L
Valparaiso,IN46383 		NONE PC SUPPORT 25,000

Boys & Girls Club of Marshall County

314 EAST JEFFERSON ST
Plymouth,IN46563 		NONE PC SUPPORT 20,000

Hilltop Neighborhood House

460 COLLEGE AVENUE
Valparaiso,IN46383 		NONE PC SUPPORT 13,500

Boys & Girls Club of LaPorte County

1421 SOUTH WOODLAND AVENUE
Michigan City,IN46360 		NONE PC SUPPORT 25,000

Community Transportation Network Inc

5601 INDUSTRIAL ROAD
Fort Wayne,IN46825 		NONE PC SUPPORT 25,000

Healthlinc

2401 VALLEY DR
Valparaiso,IN46383 		NONE PC SUPPORT 10,000

Shirley Heinze Land Trust

109 W 700 N
Valparaiso,IN46385 		NONE PC SUPPORT 15,000

Blue Jacket

2826 SOUTH CALHOUN STREET
Fort Wayne,IN46807 		NONE PC SUPPORT 10,000

INDIANA SCHOOL OF MEDICINE-SO BEND

1234 N NOTRE DAME AVENUE
SOUTH BEND,IN46617 		NONE PC SUPPORT 1,000

Cardinal Services

504 NORTH BAY DRIVE
Warsaw,IN46580 		NONE PC SUPPORT 10,000

United Way of Northwest Indiana

951 EASTPORT CENTRE DRIVE
Valparaiso,IN46383 		NONE PC SUPPORT 4,305

South Bend Symphony Orchestra

127 N MICHIGAN STREET
South Bend,IN46601 		NONE PC SUPPORT 5,000

Oaklawn Fdtn for Mental Health Inc

330 LAKEVIEW DRIVE
Goshen,IN46527 		NONE PC MENTAL HEALTH PROGRAM 35,000

United Way of Fulton County

PO BOX 583
Rochester,IN46975 		NONE PC SUPPORT 585

The Salvation Army

INDIANA DIVISIONALHEADQUARTERS
Indianapolis,IN46250 		NONE PC SUPPORT 10,000

A Rosie Place for Children

53131 QUINCE ROAD
South Bend,IN46628 		NONE PC SUPPORT 10,000

YMCA of Greater Michiana

905 N FRONT ST
Niles,MI49120 		NONE PC SUPPORT 2,500

United Way of Southwest Michigan

2015 LAKEVIEW AVE
St Joseph,MI49085 		NONE PC SUPPORT 5,580

United Way of South Central Michigan

709 S WESTNEDGE AVENUE
Kalamazoo,MI49007 		NONE PC SUPPORT 495

FERNWOOD BOTANICAL GARDEN

13988 RANGE LINE RD
NILES,MI49120 		NONE PC SUPPORT 25,000

Niles Community Schools

1441 EAGLE STREET
Niles,MI49120 		NONE SCHOOL CAFE 24,000

Downtown South Bend Foundation

217 S MICHIGAN STREET
South Bend,IN46601 		NONE PC SUPPORT 10,000

SCORE Manasota

2801 FRUITVILLE RD SUITE 280
Sarasota,FL34237 		NONE PC SUPPORT 2,500

Northeast Indiana Foundation Inc

200 EAST MAIN STREET STE 910
Fort Wayne,IN46802 		NONE PC SUPPORT 12,500

MARSHALL CO LLN INC

PO BOX 44
PLYMOUTH,IN46563 		NONE PC SUPPORT 125,000

100 Black Women Inc South Bend

PO BOX 1478
South Bend,IN46624 		NONE PC SUPPORT 2,500

Dresses for School INC

PO BOX 2381
Valparaiso,IN46384 		NONE PC SUPPORT 10,000

Emerge Innovation Hub

PO BOX 1146
Benton Harbor,MI49023 		NONE PC SUPPORT 20,000

Ethos Inc

1025 N MICHIGAN STREET
Elkhart,IN46514 		NONE PC SUPPORT 40,000
Total .................................right arrow 3a 2,004,878
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 1,145,996  
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 1,775,572  
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) ..   2,921,568  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,921,568
(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
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
 
Employer identification number

35-6034211
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
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
  		Employer identification number
35-6034211
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
1st Source Bank
 
100 N Michigan St
 
South Bend, IN46601

$ 1,000,000


(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
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
  		Employer identification number

35-6034211
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
  		Employer identification number

35-6034211
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:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 2,350 2,350    

TY 2024 InvestmentsCorpBondsSchedule
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Name of Bond End of Year Book Value End of Year Fair Market Value
SOUTH DAKOTA ST BLD 2.491% 6/1 255,242 239,318
AMAZON COM INC 4.650% 12/1/29 201,190 201,252
BALTIMORE GAS & ELEC 2.4% 8/15 204,166 192,960
BANK OF AMERICA MTN 4.450% 3/3 198,318 199,161
BIOGEN INC 2.25% 5/1/30 102,255 86,447
CITIGROUP GLOBAL MTN 5.5% 11/2    
CME GROUP INC 3.0% 3/15/25 99,024 99,644
FREDDIE MAC POOL #SB8156 3.0% 142,504 131,914
FREDDIE MAC REMICS FHR 3745 VE 55,882 54,525
FANNIE MAE POOL #MA4073 3.0% 6 50,545 44,282
INTERCONTINENTAL EXC 3.750% 9/ 266,834 240,865
JPMORGAN CHASE & CO 3.9% 7/15/    
JPMORGAN CHASE & CO 3.625% 155,670 145,731
MASTERCARD INC 3.5% 2/26/28 190,699 193,732
NEW YORK LIFE CLOBAL 3.00% 1/1 152,628 142,499
NIAGARA MOHAWK POWER 3.508% 10    
PNC BANK NA 4.2% 11/1/25 151,543 149,417
STATE STREET CORP 2.2% 3/3/31 152,376 127,581
US TREASURY NOTES 2.0% 11/15/2 267,314 263,934
US TREASURY NOTES 2.25% 11/15/ 265,678 260,004
US TREASURY NOTES 2.250% 12/31    
UNILEVER CAPITAL 1.375% 9/14/3 120,612 124,839
BLACKROCK STRAT INC OPP-INST 736,935 695,544
DODGE & COX INCOME FUND 2,186,097 2,091,741
FED HER OPP HIGH YIELD BD-IN    
LORD ABBETT SHRT DUR INC-I 1,886,693 1,735,145
PIMCO REAL RETURN FUND-INST 401,377 328,943
VANGUARD S/T INVEST GR-ADM 546,074 532,954
DUKE ENERGY FLORIDA 2.4% 12/15 169,833 168,880
GOVERNMENT NATIONAL MORTGAGE A 38,572 39,061
JOHN DEERE CAP MTN 5.150% 9/8/ 200,680 200,767
ORACLE CORP 4.65% 5/6/30 193,885 197,169
OWENS CORNING 3.95% 8/15/29 187,918 190,485
THERMO FISHER SCIENT 4.95% 197,863 198,745
MISSISSIPPI ST HOME 5.508% 197,364 184,760
FT VEST U.S. EQUITY DEEP - AUG 798,945 824,076
MANNING & NAPIER 637,004 631,836
UNITED PARCEL SERVICE 5.15% 258,506 249,659
US TREASURY NOTES 4.625% 252,686 252,338

TY 2024 InvestmentsCorpStockSchedule
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Name of Stock End of Year Book Value End of Year Fair Market Value
AUTOMATIC DATA PROCESSING INC    
HONEYWELL INTERNATIONAL INC    
HORIZON BANCORP INC/IN 20,938 579,960
JOHNSON & JOHNSON 128,243 325,395
LAKELAND FINL CORP 25,962 639,468
MCDONALDS CORP 85,918 275,396
METLIFE INC 62,857 361,173
MICROSHIP TECHNOLOGY INC    
MICROSOFT CORP 29,670 421,500
ZOETIS INC    
FIRST TRUST ALT OPP FUND-1 326,148 328,184
FT CBOE VEST US DEEP BUFF OCT    
ISHARES BIOTECHNOLOGY ETF 238,853 277,641
ISHARES CORE S&P SMALL-CAP ETF 611,751 759,300
ISHARES MSCI EAFE ETF 796,364 1,109,804
ISHARES MSCI EAFE VALUE ETF    
ISHARES RUSSELL 1000 GROWTH E 2,333,980 9,688,921
ISHARES RUSSELL 1000 VALUE ETF 6,565,030 9,444,777
MFS INTERNATIONAL GROWTH-R6 1,437,944 1,843,191
REAL ESTATE SELECT SECT SPDR 300,783 281,884
SPDR S&P DIVIDEND ETF 987,912 1,338,437
VANGUARD STRATEGIC SMALL-CAP E 1,196,938 1,219,964
VERSUS CAP RL EST 416,700 438,420
AB LARGE CAP GROWTH-ADV 3,429,548 3,742,208
BAIRD MIDCAP FUND-INST    
ISHARES MSCI EMR MRK EX CHNA 1,704,513 1,764,419
CAUSEWAY INTERNATIONAL VALUE F 918,804 878,415
CLIFFWATER CORPORATE LENDING F 300,000 295,757

TY 2024 InvestmentsGovtObligationsSch
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
US Government Securities - End of Year Book Value:

1,221,063
US Government Securities - End of Year Fair Market Value:

1,221,063
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherAssetsSchedule
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LAPORTE COMM DEVPMT PTRSHP LLC 4 4 4
NOTRE DAME PIT 451,026 336,713 336,713
COMMUNITY BUSINESS CREDIT 20,000 20,000 20,000
1842 FUND I LP 26,445 71,352 71,352


TY 2024 OtherDecreasesSchedule
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Description Amount
TIMING DUE TO AROUNDING 6,211


TY 2024 OtherExpensesSchedule
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 42,959 0   0


TY 2024 SubstantialContributorsSch
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Name Address
1st Source Bank
  		100 N Michigan St
South Bend,IN46601


TY 2024 TaxesSchedule
Name:
1ST SOURCE FOUNDATION INC XXX-XX-XXXX
EIN:
35-6034211
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 45,198 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,261 0   0
FOREIGN TAXES ON NONQUALIFIED 3,597 0   0