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
FIRST BANK RICHMOND INC COMMUNITY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)31 N 9TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, IN47374
A Employer identification number

84-2280161
B Telephone number (see instructions)

(765) 962-2581
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$6,047,771J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,593 6,593  
4 Dividends and interest from securities... 243,810 243,810  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,043
b Gross sales price for all assets on line 6a 1,143,265
7 Capital gain net income (from Part IV, line 2)... 89,043
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,704 3,704 3,704
12 Total. Add lines 1 through 11........ 343,150 343,150 3,704
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,256 12,128 0 12,128
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,060 6,750 0 20,250
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,000 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,547 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,863 18,878 0 32,378
25 Contributions, gifts, grants paid....... 637,251 637,251
26 Total expenses and disbursements. Add lines 24 and 25 713,114 18,878 0 669,629
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -369,964
b Net investment income (if negative, enter -0-) 324,272
c Adjusted net income (if negative, enter -0-)... 3,704
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............. 98,566 71,512 71,512
2 Savings and temporary cash investments......... 76,902 82,784 82,784
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,525,000 Click to see attachment
List of Attached Documents:
// Content
5,893,475 		5,893,475
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,700,468 6,047,771 6,047,771
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 1,413,200 1,069,300
19 Deferred revenue.................   14,518
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)......... 1,413,200 1,083,818
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,287,268 4,963,953
29 Total net assets or fund balances (see instructions)..... 5,287,268 4,963,953
30 Total liabilities and net assets/fund balances (see instructions). 6,700,468 6,047,771
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
5,287,268
2
Enter amount from Part I, line 27a .....................
2
-369,964
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,044,445
4
Add lines 1, 2, and 3 ..........................
4
5,961,749
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
997,796
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,963,953
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 FIRST BANK RICHMOND X4392     2024-12-31
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 1,143,265   1,054,222 89,043
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       89,043
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 89,043
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 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,507
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,507
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,507
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,521
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,521
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,014
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,014 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowFIRSTBANKRICHMOND.COM/COMMUNITY-FOUNDATION
14
The books are in care ofright arrowGARRY D KLEER Telephone no.right arrow (765) 962-2581

Located atright arrow31 N 9TH STREETRICHMONDIN ZIP+4right arrow47374
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
No
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
GARRY D KLEER PRESIDENT
1.00 		0 0 0
31 N 9TH STREET
RICHMOND,IN47374
THOMAS HOLTHOUSE CHAIRMAN OF THE BOARD
1.00 		0 0 0
31 N 9TH STREET
RICHMOND,IN47374
KATHRYN GIRTEN VICE PRESIDENT AND TREASURER
1.00 		0 0 0
31 N 9TH STREET
RICHMOND,IN47374
BETH BRITTENHAM SECRETARY
1.00 		0 0 0
31 N 9TH STREET
RICHMOND,IN47374
BRUCE DAGGY DIRECTOR
1.00 		0 0 0
31 N 9TH STREET
RICHMOND,IN47374
LINDLEY S MANN DIRECTOR
1.00 		0 0 0
31 N 9TH STREET
RICHMOND,IN47374
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,409,989
b
Average of monthly cash balances.......................
1b
54,125
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,464,114
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
5,464,114
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
81,962
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,382,152
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
269,108
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
269,108
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,507
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,507
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
264,601
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
264,601
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
264,601
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
669,629
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
669,629
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 7 264,601
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......  
b From 2020......  
c From 2021...... 93,555
d From 2022...... 253,202
e From 2023...... 105,167
f Total of lines 3a through e ........ 451,924
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 669,629
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..... 264,601
e Remaining amount distributed out of corpus 405,028
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 856,952
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 ...... 		856,952
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 93,555
c Excess from 2022.... 253,202
d Excess from 2023.... 105,167
e Excess from 2024.... 405,028
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

A BETTER WAY SERVICES INC

PO BOX 734
MUNCIE,IN47308 		  PC EVENING OF HOPE BUTTERFLY RELEASE SPONSORSHIP 3,000

ACHIEVA RESOURCES CORP INC

800 MENDLESON DRIVE
RICHMOND,IN47374 		  PC GUARDIANSHIP PROGRAM CONTRIBUTION 1,000

ADULT DAY CARE OF RICHMOND INC

2727 EAST MAIN ST
RICHMOND,IN47374 		  PC BUNDLE BINGO - RAFFLE DONATION 500

AMIGOS THE RICHMOND LATINO CENTER

1215 SOUTH J ST
RICHMOND,IN47374 		  PC GENERAL OPERATING SUPPORT 7,500

ARCHWAY DAYS FESTIVAL INC

PO BOX 367
CENTERVILLE,IN47330 		  PC CENTERVILLE ARCHWAY DAYS 2,000

BEST BUDDIES INTERNATIONAL INC

PO BOX 45353
WESTLAKE,OH44145 		  PC BEST BUDDIES FRIENDSHIP WALK 1,000

BETHANY THEOLOGICAL SEMINARY

615 NATIONAL ROAD WEST
RICHMOND,IN47374 		  PC OTHER PROGRAM SUPPORT 20,000

BIG BROTHERS BIG SISTERS OF SHELBY AND DRAKE COUNTY INC

PO BOX 885
SIDNEY,OH45365 		  PC BOWL FOR KIDS' SAKE - YOUTH EMPOWERER 500

BIRTH-TO-FIVE INC

PPO BOX 1815
RICHMOND,IN47375 		  PC DANCING WITH THE STARTS SPONSORSHIP 1,500

BOYS & GIRLS CLUB OF SHELBYVILLE

710 S MILLER STREET PO BOX 57
SHELBYVILLE,IN46176 		  PC SUMMER CAMP SPONSORSHIP; WINTER FESTIVAL SPONSORSHIP 4,000

BOYS AND GIRLS CLUB OF WAYNE COUNTY

1717 SOUTH L ST
RICHMOND,IN47374 		  PC 2024 PLEDGE AND CORPORATE CONTRIBUTION 85,000

BPOE #649

2100 US 27 SOUTH
RICHMOND,IN47374 		  NC ELK'S PARKINSON'S FUND 5,000

BRIGHTER PATH INC

2778 N TREATY LINE ROAD
CAMBRIDGE CITY,IN47327 		  PC SCHOLARSHIP PROGRAM CONTRIBUTION 5,000

CAMBRIDGE CITY MAINSTREET INC

302 E MAIN ST
CAMBRIDGE CITY,IN47327 		  PC SUMMER CONCERT SERIES 3,000

CANCER ASSOCIATION OF SHELBY COUNTY INC

31 PUBLIC SQUARE
SHELBYVILLE,IN46176 		  PC ANNUAL CANCER BASH SPONSORSHIP 1,000

CARDINAL GREENWAY INC

700 E WYSO ST
MUNCIE,IN47305 		  PC 2024 BIKETOURBERFEST SPONSORSHIP 5,000

CENTER CITY DEVELOPMENT CORPORATION

814 EAST MAIN ST
RICHMOND,IN47374 		  GOV 2025 MELTDOWN WINTER ICE FESTIVAL 5,000

CENTERVILLE -ABINGTON COMMUNITY DOLLARS FOR SCHOLARS

507 WILLOW GROVE ROAD
CENTERVILLE,IN47330 		  PC 2024 GOLF CLASSIC 2,500

CENTERVILLE MUSIC BOOSTERS

PO BOX 302
CENTERVILLE,IN47330 		  PC ARCHWAY CLASSIC BAND COMPETITION 1,000

CENTERVILLE YOUTH LEAGUE INC

PO BOX 52
CENTERVILLE,IN47330 		  PC BULLDOG BASH - SILVER SPONSOR 300

CENTERVILLE-ABINGTON COMMUNITY SCHOOLS

115 WEST SOUTH STREET
CENTERVILLE,IN47330 		  PC ELITE SPONSORSHIP 1,500

CIRCLE YOU HELP CENTER INC

PO BOX 491
RICHMOND,IN47375 		  PC BUILDING EXPANSION PLEDGE INSTALLMENT 10,000

CITY OF RICHMOND

50 NORTH 5TH STREET
RICHMOND,IN47374 		  GOV WINTER FARMER'S MARKET AND 2024 EVENTS 18,000

CITY OF SIDNEY

201 W POPLAR ST
SIDNEY,OH45365 		  GOV SIDNEY JULY 4TH FIREWORKS 1,000

COPE ENVIRONMENTAL CENTER

1730 AIRPORT ROAD
CENTERVILLE,IN47330 		  PC GENERAL OPERATING SUPPORT 5,000

CROSSROADS OF AMERICA COUNCIL BOY SCOUTS OF AMERICA INC

7125 FALL CREEK ROAD
INDIANAPOLIS,IN46256 		  PC GENERAL PROGRAM SUPPORT 2,500

DUBLIN COMMUNITY CLUB

1764 S FOUNDARY ROAD
CAMBRIDGE CITY,IN47327 		  PC HEATING AND COOLING CONTRIBUTION 1,000

EARLHAM COLLEGE INC

801 NATIONAL ROAD WEST
RICHMOND,IN47374 		  PC EPIC FOR ATHLETES SPONSORSHIP 1,000

EVERY CHILD CAN READ INC

33 S 7TH STREET
RICHMOND,IN47374 		  PC CHEERS FOR BOOKS 500

FOUNTAIN CITY RECREATIONAL ASSOCIATION LLC

PO BOX 326
FOUNTAIN CITY,IN47341 		  PC TEAM AND SIGN SPONSORSHIP; FOUNTAIN CITY FIREWORKS SHOW 2,900

FRIENDS OF MAIN STREET PIQUA INC

326 N MAIN ST PO BOX 1703
PIQUA,OH45356 		  PC 2024 EVENTS 3,000

FRIENDS OF THE HAYNER INC

301 W MAIN ST
TROY,OH45373 		  PC PORCHFEST AND CORPORATE LEADER SPONSORSHIP 1,500

GATEWAY ARTS COUNCIL

216 N MIAMI AVE PO BOX 14
SIDNEY,OH45365 		  PC PRESENTS SERIES SPONSORSHIP 1,500

GATEWAY HUNGER RELIEF CENTER

715 SHERIDAN STREET
RICHMOND,IN47374 		  PC GATEWAY HUNGER RELIEF CENTER FOOD PANTRY 2,000

GIRLS INC OF SHELBYVILLESHELBY COUNTY

904 S MILLER ST
SHELBYVILLE,IN46176 		  PC PURSE BINGO TABLE SPONSOR 1,000

GIRLS INC OF WAYNE COUNTY

1407 S 8TH STREET
RICHMOND,IN47374 		  PC CORPORATE SPONSORSHIP 10,000

GOLAY COMMUNITY CENTER INC

1007 E MAIN ST
CAMBRIDGE CITY,IN47327 		  POF GREATER GIVING FUNDRAISING DRIVE 2,500

HABITAT FOR HUMANITY OF MIAMI AND SHELBY COUNTIES

150 E RACE ST
TROY,OH45373 		  PC CRITICAL HOME REPAIR PROGRAM 2,000

HELP THE ANIMALS INC

2101 WEST MAIN STREET
RICHMOND,IN47374 		  PC NEWSLETTER/ANNUAL REPORT SPONSORSHIP 2,000

HEROES FOUNDATION INC

1034 E NEW YORK ST
INDIANAPOLIS,IN462023730 		  PC 2024 SWING-4-HEROES HOLE SPONSOR 500

HOPE HOUSE

275 GROVE ROAD PO BOX 1828
RICHMOND,IN47375 		  PC HOPE HOUSE PLEDGE 5,000

INDIANA GOLF FOUNDATION

PO BOX 516
FRANKLIN,IN46131 		  PC FIRST TEE/YOUTH PARTNER PROGRAM 10,000

INDIANA UNIVERSITY FOUNDATION INC

1500 N STATE ROAD 46 BYP
BLOOMINGTON,IN47408 		  PC GENERAL OPERATING SUPPORT 57,500

IVY TECH FOUNDATION

50 W FALL CREEK PARKWAY
INDIANAPOLIS,IN46208 		  PC KEYS AND COCKTAILS/IVY TECH DAY; VIDEO WALL TECHNOLOGY PLEDGE 15,500

JACY HOUSE

1400 CHESTER BLVD PO BOX 2195
RICHMOND,IN48385 		  PC JACY HOUSE 5K RUN/WALK SPONSORSHIP 2,500

JOHN HENNIGAR FOP LODGE 063

1648 ABINGTON PIKE PO BOX 423
RICHMOND,IN47374 		  PC COPS AND KIDS ANNUAL GOLF OUTING 750

JOHNSTON FARM & INDIAN AGENCY

9845 N HARDIN ROAD
PIQUA,OH45356 		  PC CORPORATE SPONSORSHIP CAMPAIGN 1,000

JUNIOR ACHIEVEMENT OF OKI PARTNERS INC

644 LINN STREET STE 1024
CINCINNATI,OH45203 		  PC BANQUET SPONSOR 3,000

K00343 KIWANIS CLUB OF SIDNEY

PO BOX 115K00343
SIDNEY,OH453650015 		  NC ANNUAL SPONSORSHIP 500

KIWANIS CLUB OF RICHMOND

PO BOX 2674
RICHMOND,IN47375 		  PC BIG BAND EVENT - RILEY CHILDREN'S HOSPITAL; MINI BRANCH LOT RENT 3,500

L&M PRODUCTS INC

1308 N MAPLE ST
EATON,OH45320 		  PC CHRISTMAS PARTY FUNDRAISER SPONSOR 500

MAIN STREET CENTERVILLE INC

PO BOX 362
CENTERVILLE,IN47330 		  PC CHRISTMAS IN CENTERVILLE/MARKETING FLAGS 6,000

MAIN STREET SHELBYVILLE

18 N HARRISON ST
SHELBYVILLE,IN46176 		  PC SUPPORTER SPONSORSHIP 1,000

MIAMI COUNTY YOUNG MEN'S CHRISTIAN ASSOCIATION INC

34 E 6TH STREET
PERU,IN46970 		  PC SCHOLARSHP PROGRAM DONATION 1,000

MODEL T FORD CLUB OF AMERICA

309 NORTH 8TH ST PO BOX 996
RICHMOND,IN47375 		  PC HOMECOMING SPONSORSHIP 2,000

NORTHEASTERN MUSIC BOOSTERS INC

PO BOX 87
FOUNTAIN CITY,IN47341 		  PC STATE BAND DAY MEALS 800

PIQUA ARTS COUNCIL

427 N MAIN ST
PIQUA,OH45356 		  PC SOUNDS OF THE SEASON CONTRIBUTION 600

PIQUA COMPASSION NETWORK

325 WEST ASH ST
PIQUA,OH45356 		  PC BASIC NEEDS ASSISTANCE 1,000

REHABILITATION CENTER FOR NEUROLOGICAL DEVELOPMENT

1306 GARBRY ROAD
PIQUA,OH453568219 		  GOV BRAIN AND BODY INTEGRATION PROGRAM 3,000

RICHMOND ART MUSEUM

350 HUB ETCHISON PARKWAY
RICHMOND,IN47374 		  PC SECRET GARDEN TOUR; 2025 PALETTE TO PLATE 12,500

RICHMOND CIVIC THEATRE INC

1003 E MAIN STREET
RICHMOND,IN47374 		  PC MAIN STAGE SPONSORSHIP 15,000

RICHMOND COLUMBIAN PROPERTIES INC

PO BOX 294
RICHMOND,IN47375 		  PC QUALITY OF PLACE CONFERENCE 5,000

RICHMOND COMMUNITY SCHOOLS CORPORATION

300 HUB ETCHISON PKWY
RICHMOND,IN47374 		  GOV GENERAL OPERATING SUPPORT - PROUDLY PRESENTING; RHS GIRLS' SOCCER TEAM WARM-UP UNIFORMS 6,000

RICHMOND INDIANA PICKLEBALL INC

PO BOX 425
RICHMOND,IN47375 		  PC GOLD SPONSOR 2,500

RUSH MEMORIAL HOSPITAL FOUNDATION

1300 N MAIN STREET PO BOX 215
RUSHVILLE,IN46173 		  PC WAYNE COUNTY SHERIFF'S ECLIPSE CHARITY BALL 1,000

SETON CATHOLIC HIGH SCHOOL

240 SOUTH 6TH ST
RICHMOND,IN47374 		  PC SETON CARDINAL SPECTACULAR GARDENER SPONSORSHIP; FLYING CARDINALS 5K; LONGEST DRIVE SPONSOR 1,750

SHELBY COUNTY BABE RUTH INC

613 RIVER ROAD PO BOX 712
SHELBYVILLE,IN46176 		  PC SPRING ALL-STAR SPONSORSHIP 650

SHELBY COUNTY CHAMBER OF COMMERCE

501 N HARRISON ST
SHELBYVILLE,IN46176 		  NC LEADERSHIP SHELBY COUNTY 1,050

SHELBY COUNTY UNITED FUND INC

126 NORTH HARRISON ST
SHELBYVILLE,IN46176 		  PC SCUFFY 2024 DRIVE DONATION 6,000

SIDNEY-SHELBY ECONOMIC PARTNERSHIP

101 S OHIO AVENUE FLOOR 2
SIDNEY,OH45365 		  PC CONTRIBUTION - KEY INITIATIVES 1,500

STANLEY W HAYES RESEARCH FOUNDATION INC

801 ELKS ROAD
RICHMOND,IN47374 		  POF OTHER PROGRAM SUPPORT 28,400

STARR-GENNETT FOUNDATION INC

33 S 7TH STREET
RICHMOND,IN47374 		  PC GENERAL OPERATING AND WALK OF FAME SPONSORSHIP 2,500

SUNRISE INC

2670 MINNEMAN ROAD
RICHMOND,IN47374 		  PC SUNRSE WESTERN FESTIVAL BARN DANCE AND SCHOLARSHIPS 5,000

THE CHAMBER CENTER FOR EXCELLENCE INC

33 S 7TH STREET
RICHMOND,IN47374 		  PC DIAMOND PARTNER, ANNUAL DINNER, SCHOOL IS COOL 25,000

THE REID CENTER

PO BOX 2543
RICHMOND,IN47375 		  PC VALENTINE'S RENAISSANCE MADRIGAL DINNER 5,000

THE REID HEALTH FOUNDATION

1100 REID PKWY
RICHMOND,IN47374 		  PC KALEIDOSCOPE BALL AND REID PRIDE 10,000

THE RICHMOND SYMPHONY ORCHESTRA

380 HUB ETCHISON PARKWAY
RICHMOND,IN47374 		  PC SIGNATURE EVENT, FIRST CHAIR, AND OTHER SPONSORSHIP 25,000

THE SALVATION ARMY - PIQUA

129 SOUTH WAYNE ST
PIQUA,OH45356 		  PC RED KETTLE KICKOFF LUNCHEON - SILVER SPONSOR 1,000

TOWN OF CAMBRIDGE CITY

127 N FOOTE STREET
CAMBRIDGE CITY,IN47327 		  GOV HELP PROGRAM - 5 PLAYGROUND PROJECT 1,000

TOWN OF DUBLIN

2250 E CUMBERLAND STREET PO BOX 145
DUBLIN,IN47335 		  GOV HELP PROGRAM - 5 PLAYGROUND PROJECT 1,000

TOWN OF EAST GERMANTOWN

PO BOX 248
PERSHING,IN47370 		  GOV HELP PROGRAM - 5 PLAYGROUND PROJECT 1,000

TOWN OF ECONOMY

138 POPLAR STREET PO BOX 155
ECONOMY,IN47339 		  GOV HELP PROGRAM - 5 PLAYGROUND PROJECT 1,000

TOWN OF MILTON

101 N CENTRAL AVE
MILTON,IN47357 		  GOV HELP PROGRAM - 5 PLAYGROUND PROJECT 1,000

TROY DEVELOPMENT COUNCIL INC

405 SW PUBLIC SQUARE STE 330
TROY,OH45373 		  PC CONTRIBUTION - GENERAL OPERATING FUNDS 5,000

TROY RECREATION ASSOCIATION INC

11 N MARKET STREET
TROY,OH45373 		  PC BIG KICKER SPONSORSHIP 350

UNITED WAY OF WHITEWATER VALLEY INC

129 SOUTH 9TH ST
RICHMOND,IN47374 		  PC ANNUAL CORPORATE CONTRIBUTION 4,801

WAYNE COUNTY 4-H ASSOCIATION INC

861 SALISBURY ROAD NORTH
RICHMOND,IN47374 		  PC WAYNE COUNTY FAIR 4,000

WAYNE COUNTY GOVERNMENT

401 EAST MAIN STREET
RICHMOND,IN47374 		  GOV OTHER PROGRAM SUPPORT 100,000

WAYNE COUNTY INDIANA FOUNDATION

33 S 7TH STREET STE 1
RICHMOND,IN47374 		  PC 1ST BLOOM AND GLOW/PHOTO CONTEST 2,000

WESTERN WAYNE DOLLARS FOR SCHOLARS

205 EAST PARKWAY DRIVE
CAMBRIDGE CITY,IN47327 		  PC 2025 SCHOLARSHIPS 500

WESTERN WAYNE SCHOOLS

519 QUEEN STREET PO BOX 217
PERSHING,IN47370 		  GOV COMMUNITY THANKSGIVING 200

WHITEWATER COMMUNITY TELEVISION

2325 CHESTER BLVD HAYES HALL
RICHMOND,IN47374 		  PC MISCELLANEOUS SPONSORSHIPS 9,200

WILSON MEMORIAL HOSPITAL FOUNDATION

915 WEST MICHIGAN ST
SIDNEY,OH45365 		  PC WILSON HEALTH CASINO NIGHT 1,000

WOMEN'S FUND OF THE WAYNE COUNTY FOUNDATION

33 SOUTH 7TH ST
RICHMOND,IN47374 		  PC WOMEN'S FUND LUNCHEON 5,000

WOMEN'S WORKHOP RICHMOND INC

10 QUAKER HILL DRIVE
RICHMOND,IN47374 		  PC DEVELOPING LEADERS AND MARKETING CONTRIBUTION 5,000

YWCA PIQUA

418 NORTH WAYNE STREET
PIQUA,OH45356 		  PC ADVOCACY AND SOCIAL SERVICES 2,000
Total .................................right arrow 3a 637,251
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 6,593  
4 Dividends and interest from securities ....     14 243,810  
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 89,043  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    14 3,704 0
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 343,150 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
343,150
(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.)
1A NOT APPLICABLE
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

TY 2024 AccountingFeesSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 24,256 12,128 0 12,128

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

TY 2024 ExpenditureResponsibilityStmt
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
K00343 KIWANIS CLUB OF SIDNEY
  		PO BOX 115
SIDNEY,OH45365 		2024-12-31 500 PROMOTE COMMUNITY SERVICES 500 NO 12/31/24 2024-12-31 FUNDS SPENT AS SPECIFIED
SHELBY COUNTY CHAMBER OF COMMERCE
  		501 N HARRISON ST
SHELBYVILLE,IN46176 		2024-12-31 1,050 LEADERSHIP PROGRAM 1,050 NO 12/31/24 2024-12-31 FUNDS SPENT AS SPECIFIED
BPOE #649
  		2100 US HWY 27
RICHMOND,IN47374 		2024-12-31 5,000 ELK'S PARKINSON'S FUND - PROMOTE AWARENESS OF PARKINSONS 5,000 NO 12/31/24 2024-12-31 FUNDS SPENT AS SPECIFIED

TY 2024 InvestmentsCorpStockSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Name of Stock End of Year Book Value End of Year Fair Market Value
RICHMOND MUT BANCORP INC 5,893,475 5,893,475

TY 2024 OtherDecreasesSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Description Amount
PPA FOR UNREALIZED GAIN NOT RECORDED PRIOR YEAR 997,796


TY 2024 OtherExpensesSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 1,227 0 0 0
INSURANCE 1,320 0 0 0


TY 2024 OtherIncomeSchedule2
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 3,704 3,704 3,704


TY 2024 OtherIncreasesSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Description Amount
UNREALIZED GAIN 1,044,445


TY 2024 OtherProfessionalFeesSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 27,000 6,750 0 20,250
INVESTMENT FEES 16,060 0 0 0


TY 2024 TaxesSchedule
Name:
FIRST BANK RICHMOND INC COMMUNITY
 
FOUNDATION
EIN:
84-2280161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 6,000 0 0 0