TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
ROBERT LEE BLAFFER FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 399
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW HARMONY, IN47631

A Employer identification number

35-2129847

B Telephone number (see instructions)

(812) 682-3050

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$18,842,389J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	53,960
2	Check .............
3	Interest on savings and temporary cash investments	586		586	586
4	Dividends and interest from securities...	343,287		343,287	343,287
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		248,522
b	Gross sales price for all assets on line 6a 248,522
7	Capital gain net income (from Part IV, line 2)...			248,522
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).......	List of Attached Documents: // Content	10,346		10,346
12	Total. Add lines 1 through 11........	656,701		592,395	354,219
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	7,158			7,158
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	30,080			30,080
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	87,986	42,146		45,840
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	10,927			10,927
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	53,712
20	Occupancy..............	377,467				377,467
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	18,963			18,963
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	586,293		42,146		490,435
25	Contributions, gifts, grants paid.......	14,500				14,500
26	Total expenses and disbursements. Add lines 24 and 25	600,793		42,146		504,935
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	55,908
b	Net investment income (if negative, enter -0-)			550,249
c	Adjusted net income (if negative, enter -0-)...				354,219

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	16,439	20,612	20,612
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	5,125,125	List of Attached Documents: // Content 5,221,572	15,313,174
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 3,397,131
		Less: accumulated depreciation (attach schedule) 2,498,063	943,780	List of Attached Documents: // Content 899,068	1,001,018
	15	Other assets (describe )	List of Attached Documents: // Content 268,085	List of Attached Documents: // Content 268,085	List of Attached Documents: // Content 2,507,585
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,353,429	6,409,337	18,842,389
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	6,353,429	6,409,337
	29	Total net assets or fund balances (see instructions).....	6,353,429	6,409,337
	30	Total liabilities and net assets/fund balances (see instructions).	6,353,429	6,409,337

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

6,353,429

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

55,908

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

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

6,409,337

Decreases not included in line 2 (itemize) right arrow

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

6,409,337

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.)
1a
b
c
d
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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	248,522
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,648
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
3	Add lines 1 and 2...........................	3	7,648
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	7,648
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	7,800
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	7,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	152
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax152	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.ROBERTLEEBLAFFERFOUNDATION.COM

The books are in care of right arrow

ANNE D OWEN Telephone no. right arrow

(812) 682-3050

Located at right arrow

4 PINE FOREST CIRCLEHOUSTONTX ZIP+4 right arrow

77056

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 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)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ABIGAIL OWEN-PONTEZ	DIRECTOR 000.00	0	0	0
6 PINE FOREST CIRCLE HOUSTON,TX77056	DIRECTOR 000.00	0	0	0
JOHN W STREETMAN III	DIRECTOR 000.00	0	0	0
636 SUNSET AVENUE APT D EVANSVILLE,IN47713	DIRECTOR 000.00	0	0	0
KENT PARKER	CHAIRMAN 000.00	0	0	0
PO BOX 814 NEW HARMONY,IN47631	CHAIRMAN 000.00	0	0	0
SHERRIANNE STANDLEY	SECRETARY 000.00	0	0	0
117 WOODWARD DR EVANSVILLE,IN47712	SECRETARY 000.00	0	0	0
KENT SCHUETTE	DIRECTOR 000.00	0	0	0
604 WYANDOTTE LAFAYETTE,IN47905	DIRECTOR 000.00	0	0	0
ANNE D OWEN	TREASURER 000.00	0	0	0
4 PINE FOREST CIRCLE HOUSTON,TX77056	TREASURER 000.00	0	0	0
CAROLINE D LEWIS	DIRECTOR 000.00	0	0	0
PO BOX 6 NEW HARMONY,IN47631	DIRECTOR 000.00	0	0	0
JAMES OWEN COLEMAN	VICE CHAIRMA 000.00	0	0	0
935 GRAVIER ST STE 1905 NEW ORLEANS,LA70112	VICE CHAIRMA 000.00	0	0	0
MARSH DAVIS	DIRECTOR 000.00	0	0	0
1028 N DELAWARE ST INDIANAPOLIS,IN46205	DIRECTOR 000.00	0	0	0
INGRID V ARNEBERG	DIRECTOR 000.00	0	0	0
611 S FORT HARRISON AVE CLEARWATER,FL33756	DIRECTOR 000.00	0	0	0

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


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









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

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

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


2	THE FOLLOWING PROPERTIES WERE MAINTAINED AND IMPROVED:THE FOLLOWING PROPERTIES WERE MAINTAINED AND IMPROVED: THE ROOFLESS CHURCH THE ROOFLESS CHURCH WAS DESIGNED BY PHILLIP JOHNSON OF NEW YORK CITY. IT WON THE FIRST HONOR AWARD OF THE AMERICAN INSTITUTE OF ARCHITECTS IN 1961. MANY WEDDINGS ARE PERFORMED IN THE CHURCH WITH MINISTERS OF DIFFERENT DENOMINATIONS PRESIDING OVER EACH. GATE HOUSE THE FIRST HOUSE BUILT BY THE HARMONISTS IN 1814. IT WAS PURCHASED BY THE ROBERT LEE BLAFFER FOUNDATION. IT WAS MOVED FROM IT'S LOCATION ON MAIN STREET. IT HAS BEEN RESTORED WITH THE ORIGINAL LOGS AND PRESERVED. IT HOUSES ARTISTS IN RESIDENCE THROUGHOUT THE YEAR. MOTHER SUPERIOR THE MOTHER SUPERIOR HOUSE AND KITCHEN ANNEX ARE LOCATED AT THE CORNER OF MAIN AND GRANARY. THE MOTHER SUPERIOR IS USED AS LODGING FOR VISITING GUESTS OF THE FOUNDATION. THE POET HOUSE THE POET HOUSE IS LOCATED AT THE CORNER OF WEST AND GRANARY. THE POET HOUSE IS USED AS LODGING FOR VISITING GUESTS OF THE FOUNDATION. IT PERIODI	490,435
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	N/A
2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

15,201,705

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

33,988

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

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

15,235,693

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

15,235,693

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

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

228,535

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

15,007,158

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

750,358

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2024 from Part V, line 5 .......

Income tax for 2024. (This does not include the tax from Part V.) ...

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

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

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

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

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

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

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

504,935

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

504,935

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 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
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 ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 504,935
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus		504,935
5 Excess distributions carryover applied to 2024.
(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		504,935
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........
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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
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)

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total
	354,219	334,191	330,931	353,785	1,373,126
b 85% (0.85) of line 2a .........	301,086	284,062	281,291	300,717	1,167,156
c Qualifying distributions from Part XI, line 4 for each year listed .....	504,935	473,963	449,493	336,723	1,765,114
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	15,500	15,500	18,000	8,500	57,500
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	489,435	458,463	431,493	328,223	1,707,614
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 ..	500,239	435,899	400,369	355,223	1,691,730
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

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

CAROLINE D LEWIS
PO BOX 399
NEW HARMONY,IN47631
(812) 270-0606

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

APPLICATIONS SHOULD BE IN THE FORM OF A LETTER AND INCLUDE THE FOLLOWING INFORMATION: NAME, ADDRESS AND DESCRIPTION OF ORGANIZATION FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION DETAIL OF THE BUDGET FOR THE PROJECT OR ORGANIZATION TOTAL AMOUNT REQUESTED

cAny submission deadlines:

MARCH 31

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

NONE

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
POSEY COUNTY SCHOOL DISTRICT 101 N CHURCH ST POSEYVILLE,IN47633		PUBLIC	SCHOLARSHIP STUDENT CHOSEN BY SCHOOL	1,000
THE NEW HARMONY PROJECT 401 E MICHIGAN ST 3RD FL INDIANAPOLIS,IN46204		PUBLIC	CO-SPONSORSHIP OF SEMINAR	10,000
DULCIMER CHAUTAUQA WABASH 606B MAIN ST NEW HARMONY,IN47631		PUBLIC	CO-SPONSORSHIP OF CONFERENCE	3,500
Total ................................. 3a				14,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a			1
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	586
4 Dividends and interest from securities ....			14	343,287
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 ............			14	248,522
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			1	10,346
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				602,741

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

602,741

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
11A	VARIOUS EDUCATIONAL PROGRAMS ARE CONDUCTED IN THE
11A	COMMUNITY. THE REVENUES SHOWN HERE DO NOT EXCEED
11A	THE EXPENSES OF CONDUCTING THE PROGRAMS. THE PROGRAMS
11A	ARE RELATED TO THE EXEMPT PURPOSE OF THE ORGANIZATION.

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	25,080			25,080
TAX RETURN PREPARATION	5,000			5,000

- TIN:

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

TY 2024 DepreciationSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
02/28/96 LAND ADDN	1996-02-28	6,000
1958-88 LAND	1984-01-01	83,830
1994 BUILDING RICKENS	1994-01-01	20,441	12,733	S/L	40.0000	511
1995 BUILDING ST FRANCIS	1996-01-01	5,763	3,518	S/L	40.0000	144
1996 BUILDING ST FRANCIS	1996-10-01	14,419	8,802	S/L	40.0000	360
1998 ADDN CAROLS GARDEN	1998-01-01	24,663	14,181	S/L	40.0000	617
CAROL'S GARDEN	2005-03-01	10,523	10,523	S/L	10.0000
CAROL'S GARDEN	2006-04-01	6,034	2,564	S/L	40.0000	151
CAROL'S GARDEN	2007-06-01	5,986	2,544	S/L	40.0000	150
CAROL'S GARDEN	2008-10-01	6,218	2,487	S/L	40.0000	155
COMMUNITY HOUSE	1996-08-01	2,100	1,256	S/L	40.0000	52
COMMUNITY HOUSE	1997-09-01	4,159	2,435	S/L	40.0000	104
COMMUNITY HOUSE	2003-05-01	6,670	3,335	S/L	40.0000	167
COMMUNITY HOUSE	2008-03-01	2,306	922	S/L	40.0000	58
COMMUNITY HOUSE	1984-01-01	16,591	16,591	S/L	20.0000
COOKING EQUIPMENT	1984-01-01	755	755	S/L	7.0000
DYE HOUSE	1984-01-01	118,091	118,091	S/L	20.0000
DYE HOUSE	1985-01-01	290	290	S/L	20.0000
FURNITURE - HISTORIC HOUSES	1984-01-01	14,177	14,177	S/L	7.0000
GATE HOUSE	1984-01-01	76,062	76,062	S/L	20.0000
GATE HOUSE	1988-01-01	7,774	7,774	S/L	20.0000
GATE HOUSE	1989-01-01	1,573	1,573	S/L	20.0000
GATE HOUSE	1991-01-01	4,224	4,224	S/L	20.0000
GATE HOUSE	1992-01-01	3,039	3,039	S/L	20.0000
GATE HOUSE	1996-08-01	8,907	6,216	S/L	40.0000	223
GATE HOUSE	1997-07-01	4,847	2,344	S/L	40.0000	121
GATE HOUSE	1998-01-01	3,114	2,473	S/L	20.0000	156
GATE HOUSE	1999-07-01	451	196	S/L	40.0000	12
GATE HOUSE	2002-04-01	18,767	7,910	S/L	40.0000	469
GATE HOUSE	2004-05-01	27,818	11,273	S/L	40.0000	695
GATE HOUSE	2005-09-01	3,832	1,820	S/L	40.0000	96
GATE HOUSE	2006-01-01	34,185	12,677	S/L	40.0000	855
GATE HOUSE	2007-08-01	36,270	13,450	S/L	40.0000	907
LABYRINTH	1997-10-01	3,517	3,517	S/L	20.0000
LABYRINTH	1997-11-01	459	459	S/L	20.0000
LABYRINTH	1997-06-01	1,014	1,014	S/L	20.0000
LABYRINTH	1997-05-01	50,000	50,000	S/L	20.0000
LABYRINTH	1997-06-01	99,675	99,675	S/L	20.0000
LABYRINTH	1997-03-01	6,543	6,543	S/L	20.0000
LABYRINTH	1997-04-01	7,546	7,546	S/L	20.0000
LABYRINTH	1997-04-01	5,080	5,080	S/L	20.0000
LABYRINTH	1997-05-01	10,716	10,716	S/L	20.0000
LABYRINTH	1997-07-01	36,968	36,968	S/L	20.0000
LABYRINTH	1997-08-01	31,549	31,549	S/L	20.0000
LABYRINTH	1997-09-01	12,383	12,383	S/L	20.0000
LABYRINTH	1997-11-01	25,000	25,000	S/L	20.0000
LABYRINTH	1997-08-01	2,100	2,100	S/L	20.0000
LABYRINTH	1998-02-01	49,623	49,623	S/L	20.0000
LABYRINTH	1999-01-01	4,500	4,500	S/L	20.0000
LABYRINTH	1999-12-31	8,200	8,200	S/L	20.0000
LABYRINTH	2008-10-01	3,922	3,137	S/L	20.0000	197
MAINTENANCE EQUIP	1984-01-01	6,197	6,197	S/L	40.0000
MAINTENANCE EQUIP	1989-01-01	4,850	4,850	S/L	20.0000
MARK HAMPTON GARDEN	2000-03-01	16,266	16,266	S/L	20.0000
MCLEOD BARN ABBEY	1984-01-01	190,970	190,970	S/L	40.0000
MCLEOD BARN ABBEY	1991-01-01	450	450	S/L	20.0000
MCLEOD BARN ABBEY	1992-01-01	11,918	11,918	S/L	20.0000
MCLEOD BARN ABBEY	1996-01-31	9,150	6,195	S/L	40.0000	229
MCLEOD BARN ABBEY	1996-08-01	10,963	7,503	S/L	40.0000	274
MCLEOD BARN ABBEY	1997-07-01	2,491	1,205	S/L	40.0000	62
MCLEOD BARN ABBEY	1998-05-01	16,030	7,292	S/L	40.0000	400
MCLEOD BARN ABBEY	1999-05-01	23,746	10,620	S/L	40.0000	594
MCLEOD BARN ABBEY	2000-12-01	20,433	8,572	S/L	40.0000	511
MCLEOD BARN ABBEY	2001-12-01	45,978	19,246	S/L	40.0000	1,149
MCLEOD BARN ABBEY	2002-09-01	375	198	S/L	40.0000	9
MCLEOD BARN ABBEY	2003-02-01	8,180	4,295	S/L	40.0000	204
MCLEOD BARN ABBEY	2004-08-01	5,739	2,870	S/L	40.0000	143
MCLEOD BARN ABBEY	2005-06-01	12,663	6,015	S/L	40.0000	317
MCLEOD BARN ABBEY	2006-06-01	47,156	20,041	S/L	40.0000	1,179
MCLEOD BARN ABBEY	2007-02-01	20,303	8,629	S/L	40.0000	508
MCLEOD BARN ABBEY	2008-09-01	62,174	24,870	S/L	40.0000	1,554
MOTHER SUPERIOR	1986-01-01	22,022	22,022	S/L	20.0000
MOTHER SUPERIOR	1986-01-01	1,105	1,105	S/L	20.0000
MOTHER SUPERIOR	1987-01-01	1,060	1,060	S/L	20.0000
MOTHER SUPERIOR	2004-09-01	3,735	1,867	S/L	40.0000	94
MOTHER SUPERIOR	2006-01-01	4,078	1,733	S/L	40.0000	102
MOTHER SUPERIOR	2007-01-01	3,421	1,454	S/L	40.0000	86
MOTHER SUPERIOR	2009-01-01	5,449	2,043	S/L	40.0000	137
NUMBER 2 KITCHEN ANNEX	1984-01-01	692	692	S/L	20.0000
OFFICE FURN & EQUIP	1984-01-01	1,297	1,297	S/L	7.0000
PAUL TILLICH PARK	2004-01-01	934	934	S/L	10.0000
PAUL TILLICH PARK	2005-07-01	4,879	4,879	S/L	10.0000
PIANO	1997-08-01	500	500	S/L	7.0000
POET HOUSE	1984-01-01	14,763	14,763	S/L	20.0000
POET HOUSE	1985-01-01	1,180	1,180	S/L	20.0000
POET HOUSE	1987-01-01	1,996	1,996	S/L	20.0000
POET HOUSE	1988-01-01	6,065	6,065	S/L	20.0000
POET HOUSE	1991-01-01	2,815	2,815	S/L	20.0000
POET HOUSE	1996-08-01	5,503	3,766	S/L	40.0000	138
POET HOUSE	1998-07-01	2,143	1,237	S/L	40.0000	53
POET HOUSE	2000-04-01	8,867	5,099	S/L	40.0000	221
POET HOUSE	2004-01-01	1,841	921	S/L	40.0000	46
POET HOUSE	2005-11-01	1,923	913	S/L	40.0000	48
POET HOUSE	2006-01-01	3,305	1,405	S/L	40.0000	82
POET HOUSE	2007-03-01	5,961	2,534	S/L	40.0000	149
POET HOUSE	2008-09-01	4,385	1,754	S/L	40.0000	110
POET HOUSE	2009-12-01	13,575	5,091	S/L	40.0000	339
POET HOUSE	2010-02-01	64,068	22,424	S/L	40.0000	1,602
POET HOUSE RENOVATION	2011-06-01	60,656	19,571	S/L	39.0000	1,555
POTTERY	1984-01-01	129,926	129,926	S/L	40.0000
POTTERY	1988-01-01	7,649	7,649	S/L	40.0000
POTTERY	1988-01-01	1,468	1,468	S/L	40.0000
POTTERY	1991-01-01	6,655	6,655	S/L	20.0000
POTTERY	1992-01-01	1,475	1,475	S/L	20.0000
POTTERY	1996-08-01	8,007	5,588	S/L	40.0000	200
POTTERY	1997-08-01	335	152	S/L	40.0000	9
POTTERY	2001-01-01	222,414	165,431	S/L	20.0000	11,121
POTTERY	2002-10-01	995	547	S/L	40.0000	25
POTTERY	2008-01-01	22,750	8,034	S/L	40.0000	569
PROGRAM EQUIPMENT	1984-01-01	6,495	6,495	S/L	7.0000
ROOFLESS CHURCH	1984-01-01	525,343	525,343	S/L	50.0000
ROOFLESS CHURCH	1985-01-01	7,117	5,528	S/L	50.0000	142
ROOFLESS CHURCH	1987-01-01	39,844	29,352	S/L	50.0000	797
ROOFLESS CHURCH	1988-01-01	7,552	5,412	S/L	50.0000	151
ROOFLESS CHURCH	1989-01-01	5,100	3,553	S/L	50.0000	102
ROOFLESS CHURCH	1991-01-01	86,709	56,939	S/L	50.0000	1,734
ROOFLESS CHURCH	1992-01-01	2,461	1,567	S/L	50.0000	49
ROOFLESS CHURCH	1995-08-01	28,163	19,655	S/L	40.0000	705
ROOFLESS CHURCH	1996-08-01	2,159	1,477	S/L	40.0000	54
ROOFLESS CHURCH	1997-05-01	218	91	S/L	64.0000	4
ROOFLESS CHURCH	1998-09-01	11,072	3,850	S/L	64.0000	173
ROOFLESS CHURCH	1999-04-01	55,000	20,342	S/L	64.0000	859
ROOFLESS CHURCH	2004-01-01	1,867	934	S/L	40.0000	46
ROOFLESS CHURCH	2005-01-01	23,965	7,115	S/L	64.0000	375
ROOFLESS CHURCH	2006-01-06	6,077	2,583	S/L	40.0000	152
ROOFLESS CHURCH	2009-01-01	25,125	9,422	S/L	40.0000	628
ROOFLESS CHURCH	2010-01-01	2,198	1,429	S/L	20.0000	109
ROOFLESS CHURCH - REPLACE DOME	2011-12-01	181,306	56,174	S/L	39.0000	4,649
SPRINKLER EQUIPMENT	1984-01-01	1,143	1,143	S/L	7.0000
OTHER ASSET -ADJUSTMENT	2011-01-01	10,777	3,592	S/L	39.0000	277
MCLEOD BARN ABBEY	2009-07-01	9,046	6,424	S/L	20.0000	452
MCLEOD BARN ABBEY - 2012	2012-07-01	29,042	16,699	S/L	20.0000	1,452
COMMUNITY HOUSE - 2012	2012-07-01	4,320	2,484	S/L	20.0000	216
GATE HOUSE - 2012	2012-07-01	1,437	827	S/L	20.0000	71
MOTHER SUPERIOR - 2012	2012-07-01	31,979	18,388	S/L	20.0000	1,598
POET HOUSE - 2012	2012-07-01	23,498	13,511	S/L	20.0000	1,175
ROOFLESS CHURCH - 2012	2012-07-01	48,113	27,665	S/L	20.0000	2,405
MCLEOD BARN ABBEY - 2013	2013-07-01	65,226	34,244	S/L	20.0000	3,261
CAROL'S GARDEN	2013-07-01	15,708	8,247	S/L	20.0000	785
ST. FRANCIS CHAPEL - 2013	2013-07-01	4,019	2,110	S/L	20.0000	200
POET HOUSE - 2013	2013-07-01	2,306	1,211	S/L	20.0000	115
ROOFLESS CHURCH - 2013	2013-07-01	19,148	10,053	S/L	20.0000	957

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Name of Stock	End of Year Book Value	End of Year Fair Market Value
427 SHARES ABBVIE INC COM
75.39 SHARES ADOBE INC
239 SHARES ADVANCED MICRO DEVICES
1258 SHARES ALPHABET INC CL A
1196 SHARES AMAZON COM INC
246 SHARES AMERICAN EXPRESS CO
155 SHARES AMERICAN TOWER CORP
1246 SHARES APPLE INC
137823.54 SHARES BANK DEPOSIT PROGRA
832 SHARES BANK OF NEW YORK MELLON C
69.241 SHARES BLACKROCK INC
318 SHARES BOEING
392 SHARES BOSTON SCIENTIFIC CORP
55.247 SHARES BROADCOM INC
992 SHARES CHARLES SCHWAB NEW
881 SHARES COCA COLA CO
420 SHARES CONOCOPHILLIPS
74.062 SHARES COSTCO WHOLESALE CORP
149 SHARES EATON CORP PLC SHS
85 SHARES ELEVANCE HEALTHH
144 SHARES ELI LILLY & CO
527 SHARES EXXON MOBIL CORP
81.624 SHARES GOLDMAN SACHS GRP INC
113 SHARES HCA HEALTHCARE INC
83.377 SHARES HOME DEPOT INC
187 SHARES HONEYWELL INTL INC
551 SHARES JPMORGAN CHASE & CO
48.408 SHARES LAM RESEARCH CORPORATI
64.433 SHARES LULULEMON ATHLETICA IN
41.746 SHARES MARTIN MARIETTA MATERI
206 SHARES MC DONALDS CORP
517 SHARES MERCK & CO INC NEW COM
344 SHARES META PLATFORMS INC CL A
434 SHARES MICRON TECH INC
745 SHARES MICROSOFT CORP
40.996 SHARES MONGODB INC CL A
285 SHARES MORGAN STANLEY
78.052 SHARES NETFLIX INC
353 SHARES NIKE INC
289 SHARES NVIDIA CORPORATION
74.016 SHARES PALO ALTO NETWORKS INC
122 SHARES PROLOGIS INC COM
139 SHARES SALESFORCE INC
589 SHARES SCHLUMBERGER LTD
43.748 SHARES SERVICENOW INC
274 SHARES SHOPIFY INC
384 SHARES STARBUCKS CORP WASHINGTON
223 SHARES T-MOBILE US INC
165 SHARES TESLA INC
109 SHARES UNITED RENTALS INC
127 SHARES UNITEDHEALTH GP INC
151 SHARES VERTEX PHARMACEUTICALS
239 SHARES VISA INC CL A
351 SHARES WALMART INC
649 SHARES WELLS FARGO & CO NEW
6602 SHARES EXXON MOBIL CORP
52000 SHARES EXXON MOBIL CORP
5560 SHARES VANGUARD HIGH DVD YIELD
2100 SHARES VANGUARD INDEX FDS S & P
1971 SHARES VANGUARD MID-CAP ETF IND
1380 SHARES VANGUARD SMALL-CAP ETF
65242.82 FEDERATED HERMES GOVT OBL P
28260.09 SHARES MONEY MARKET CASH
296 SHARES VANGUARD INDEX FDS S & P
491 SHARES VANGUARD MID-CAP ETF INDE
502 SHARES VANGUARD SMALL-CAP ETF
8001.08 SHARES MONEY MARKET CASH
UNITED STATES TREASURY BILLS
6602 SHARES EXXON MOBIL CORP		710,177
52000 SHARES EXXON MOBIL CORP		5,593,640
5560 SHARES VANGUARD HIGH DVD YIELD	439,406	709,400
2100 SHARES VANGUARD INDEX FDS S & P	1,520,215	2,617,000
1971 SHARES VANGUARD MID-CAP ETF IND	276,285	520,600
1380 SHARES VANGUARD SMALL-CAP ETF	183,383	329,904
65242.82 FEDERATED HERMES GOVT OBL P	26,209	26,209
28260.09 SHARES MONEY MARKET CASH	4,480	4,480
296 SHARES VANGUARD INDEX FDS S & P	75,285	159,488
491 SHARES VANGUARD MID-CAP ETF INDE	75,323	129,688
502 SHARES VANGUARD SMALL-CAP ETF	75,124	120,621
UNITED STATES TREASURY BILLS	170,955	171,377
386 SHARES ABBVIE INC COM	60,658	68,592
75.39 SHARES ADOBE INC	38,094	33,524
64.947 SHARES AIR PROD & CHEM INC	20,736	18,837
456 SHARES ALLSATE CORP	78,435	87,912
1278 SHARES ALPHABET INC CL A	79,759	241,925
1150 SHARES AMAZON COM INC	66,065	252,299
325 SHARES AMERICAN EXPRESS CO	59,544	96,457
1279 SHARES APPLE INC	40,932	320,287
392 SHARES BOSTON SCIENTIFIC CORP	12,389	35,013
606 SHARES BROADCOM INC	38,725	140,495
798 SHARES CHARLES SCHWAB NEW	50,135	59,060
680 SHARES CHIPOTLE MEXICAN GRILL IN	37,092	41,004
1140 SHARES COCA COLA	72,370	70,976
420 SHARES CONOCO PHILLIPS	28,957	41,651
195 SHARES CONSTELLATION ENERGY CORP	37,631	43,623
74.062 SHARES COSTCO WHOLESALE CORP	26,721	67,861
127 SHARES CROWSTRIKE HLDGS INC CLA	39,393	43,454
164 SHARES DATADOG INC CL A	18,619	23,434
235 SHARES DUPONT DE NEMOURS INC	19,669	17,919
97.937 SHARES EATON CORP PLC SHS	20,371	32,502
123 SHARES ELI LILLY & CO	11,253	94,956
510 SHARES EXXON MOBIL CORP	31,328	54,861
200 SHARES GOLDMAN SACHS GRP INC	79,684	114,524
117 SHARES HOME DEPOT INC	38,514	45,512
551 SHARES JP MORGAN CHASE & CO	73,566	132,080
516 SHARES KK&R CO INC CL A	56,884	76,322
41.746 SHARES MARTIN MARIETTA MATERI	14,538	21,562
130 SHARES MC DONALDS CORP	31,870	37,686
66.954 SHARES MCKESSON CORP	35,930	38,158
226 SHARES META PLATFORMS INC CL A	56,554	132,325
258 SHARES MICRON TECH INC	16,616	21,713
739 SHARES MICROSOFT CORP	63,437	311,489
469 SHARES MORGAN STANLEY	30,429	58,963
96.189 SHARES NETFLIX INC	27,972	85,735
2420 SHARES NVIDIA CORPORATION	62,362	324,982
222 SHARES ORACLE CORP	37,874	36,994
250 SHARES PALO ALTO NETWORKS INC	19,945	45,490
580 SHARES RTX CORPORATION	57,455	67,118
151 SHARES SALESFORCE INC	51,203	50,484
56.084 SHARES SERVICENOW INC	35,185	59,456
56.084 TMOBILE US INC COM	45,319	71,075
159 SHARES TESLA INC	37,014	64,211
1258 SHARES US BANCORP COM NEW	60,463	60,170
67.239 SHARES UNITED RENTALS INC	31,736	47,366
81.336 SHARES UNITEDHEALTH GP INC	7,939	41,145
23.357 SHARES VERTEX PHARMACEUTICALS	6,896	9,406
225 SHARES VERTIV HOLDINGS LLC CL A	19,539	25,562
1156 SHARES WALMART INC	62,634	104,445
MORGAN STANLEY MONEY MARKET FUND	127,916	127,916
1335 UNITS OF SPDR BLOOMBERG T-BILL	122,481	122,059
ADJUSTMENT TO BROKERAGE COST	174,076

- TIN:

TY 2024 LandEtcSchedule2

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDING AND EQUIPMENT	3,298,301	2,498,063	800,238	902,188
LAND	98,830		98,830	98,830

- TIN:

TY 2024 LegalFeesSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	7,158			7,158

- TIN:

TY 2024 OtherAssetsSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ART OBJECTS & BOOKS	268,085	268,085	2,507,585

- TIN:

TY 2024 OtherExpensesSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
INSURANCE	3,791	3,791
OFFICE SUPPLIES	608	608
ARTISTS IN RESIDENCE PROGRAM	10,814	10,814
POTTERY - STUDIO USE	3,750	3,750

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	10,346		10,346

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGERS	42,146	42,146
CAPITAL CAMPAIGN CONSULTANTS	45,840			45,840

- TIN:

TY 2024 TaxesSchedule

Name:

ROBERT LEE BLAFFER FOUNDATION INC

EIN:

35-2129847

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PRIVATE FOUNDATION TAXES	10,927			10,927
FOREIGN TAXES