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
HART N AND SIMONA HASTEN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)4525 SAGUARO TRAIL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46268
A Employer identification number

35-1998919
B Telephone number (see instructions)

(317) 872-4544
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,855,020J 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 62,667 62,667  
4 Dividends and interest from securities... 43,077 43,077  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 589,973
b Gross sales price for all assets on line 6a 2,848,658
7 Capital gain net income (from Part IV, line 2)... 589,973
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).......      
12 Total. Add lines 1 through 11........ 695,717 695,717  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,795 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
5,465 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,643 54,643   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
35,582 687   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
2,286 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,771 55,330   0
25 Contributions, gifts, grants paid....... 360,486 360,486
26 Total expenses and disbursements. Add lines 24 and 25 579,257 55,330   360,486
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,460
b Net investment income (if negative, enter -0-) 640,387
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,500 566,586 566,586
2 Savings and temporary cash investments......... 110,384 222,598 222,598
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).......      
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).......... 7,936,180 Click to see attachment
List of Attached Documents:
// Content
7,375,340 		11,065,836
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) 8,048,064 8,164,524 11,855,020
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 1,675,142 1,675,142
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,372,922 6,489,382
29 Total net assets or fund balances (see instructions)..... 8,048,064 8,164,524
30 Total liabilities and net assets/fund balances (see instructions). 8,048,064 8,164,524
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
8,048,064
2
Enter amount from Part I, line 27a .....................
2
116,460
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,164,524
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,164,524
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 ADOBE SYS INC COM P 2021-01-05 2024-12-04
b ALPHABET INC CL A P 2020-10-02 2024-06-12
c ALPHABET INC CL A P 2020-10-02 2024-12-04
d ALPHABET INC CL A P 2020-11-03 2024-12-04
e AMAZON COM INC COM P 2020-11-03 2024-12-04
AMAZON COM INC COM P 2020-12-02 2024-12-04
APPLE INC COM P 2020-10-02 2024-12-04
APPLE INC COM P 2020-10-02 2024-06-12
APPLE INC COM P 2020-11-03 2024-12-04
BANK AMER CORP COM P 2021-03-25 2024-12-04
BOEING CO COM P 2023-01-04 2024-03-13
BOOKING HLDGS INC COM P 2022-05-19 2024-06-12
BROADCOM INC COM P 2023-03-28 2024-12-04
CHEVRON CORP NEW COM P 2021-03-02 2024-12-04
COSTCO WHSL CORP NEW COM P 2021-08-17 2024-10-07
COSTCO WHSL CORP NEW COM P 2021-08-17 2024-12-04
DIAMONDBACK ENERGY INC COM P 2024-02-22 2024-12-04
DISNEY WALT CO DISNEY COM P 2023-01-04 2024-06-05
DISNEY WALT CO DISNEY COM P 2024-02-22 2024-06-05
FERRARI N V SHS ISIN#NL0011585146 P 2022-10-17 2024-06-12
FERRARI N V SHS ISIN#NL0011585146 P 2022-10-17 2024-12-04
FREEPORT-MCMORAN INC CL B P 2024-05-16 2024-09-18
GE VERNOVA INC COM P 2024-10-07 2024-12-04
GENERAL ELEC CO COM NEW P 2024-10-08 2024-12-04
GRAYSCALE BITCOIN TR ETF SHS REPSTG COM UNIT P 2023-12-13 2024-01-23
GRAYSCALE BITCOIN TR ETF SHS REPSTG COM UNIT P 2023-12-13 2024-06-05
HOME DEPOT INC COM P 2022-10-17 2024-06-05
IDEXX LABS INC COM P 2023-03-28 2024-06-05
INTUIT COM P 2021-10-25 2024-06-12
INTUIT COM P 2021-10-25 2024-12-04
INTUITIVE SURGICAL INC COM NEW P 2020-11-03 2024-06-12
INTUITIVE SURGICAL INC COM NEW P 2020-11-03 2024-12-04
ISHARES BITCOIN TR ETF SHS BEN INT P 2024-06-05 2024-09-18
JPMORGAN CHASE & CO COM P 2023-03-28 2024-12-04
KKR & CO INC COM P 2024-02-22 2024-12-04
LENNAR CORP CL A P 2022-12-05 2024-06-12
LILLY ELI & CO COM P 2023-11-30 2024-12-04
LINCOLN ELEC HLDGS INC COM P 2023-03-28 2024-12-04
M&T BK CORP COM P 2024-10-07 2024-12-04
MERCADOLIBRE INC COM P 2023-03-28 2024-12-04
MERCK & CO INC NEW COM P 2022-08-11 2024-06-12
MERCK & CO INC NEW COM P 2022-08-11 2024-12-04
META PLATFORMS INC CL A P 2023-11-17 2024-12-04
MICROSOFT CORP COM P 2020-11-03 2024-06-12
MICROSOFT CORP COM P 2020-11-03 2024-12-04
MONOLITHIC PWR SYS INC COM P 2022-12-05 2024-12-04
MONOLITHIC PWR SYS INC COM P 2022-12-05 2024-10-07
MORGAN STANLEY COM NEW P 2020-12-10 2024-02-22
MORGAN STANLEY COM NEW P 2021-01-05 2024-02-22
MORGAN STANLEY COM NEW P 2021-02-02 2024-02-22
MORGAN STANLEY COM NEW P 2021-03-02 2024-02-22
MORGAN STANLEY COM NEW P 2021-04-05 2024-02-22
MORGAN STANLEY COM NEW P 2021-05-04 2024-02-22
NETFLIX INC COM P 2022-10-20 2024-12-04
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2021-01-05 2024-12-04
NVIDIA CORP COM P 2022-11-11 2024-12-04
O REILLY AUTOMOTIVE INC NEW COM P 2022-04-13 2024-06-05
O REILLY AUTOMOTIVE INC NEW COM P 2022-04-13 2024-06-12
O REILLY AUTOMOTIVE INC NEW COM P 2022-04-13 2024-12-04
PALO ALTO NETWORKS INC COM P 2023-03-28 2024-12-04
PFIZER INC COM P 2024-03-13 2024-10-07
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 P 2023-03-28 2024-02-22
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 P 2023-09-27 2024-02-22
STARBUCKS CORP COM P 2023-02-06 2024-05-16
TEXAS INSTRS INC COM P 2021-01-05 2024-12-04
THOMSON REUTERS CORP REGISTERED SHS ISIN#CA8849038085 P 2023-03-28 2024-10-07
TJX COS INC NEW COM P 2023-03-28 2024-12-04
UNION PAC CORP COM P 2021-08-18 2024-10-07
UNITEDHEALTH GROUP INC COM P 2021-01-05 2024-12-04
VERTEX PHARMACEUTICALS INC COM P 2023-03-28 2024-12-04
VISA INC COM CL A P 2020-12-02 2024-12-04
VISA INC COM CL A P 2021-01-05 2024-12-04
VISTRA CORP COM P 2023-03-28 2024-12-04
VISTRA CORP COM P 2023-03-28 2024-10-07
WELLS FARGO & CO NEW COM P 2024-06-05 2024-12-04
WORKDAY INC CL A P 2023-03-28 2024-12-04
ABBVIE INC COM P 2021-01-04 2024-12-04
ABBVIE INC COM P 2021-01-04 2024-05-31
ABBVIE INC COM P 2021-01-04 2024-04-11
ABBVIE INC COM P 2021-01-04 2024-05-24
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2019-08-06 2024-04-11
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2019-08-12 2024-05-24
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2019-08-12 2024-04-11
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2020-08-04 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2020-08-04 2024-05-24
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2020-09-02 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2020-10-02 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2020-11-03 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2020-12-02 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2021-01-05 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2021-02-02 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2021-03-02 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2021-04-05 2024-05-31
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 P 2021-05-04 2024-05-31
ALPHABET INC CL A P 2024-05-31 2024-12-04
ALTRIA GROUP INC COM P 2022-09-26 2024-05-24
ALTRIA GROUP INC COM P 2022-09-26 2024-09-30
ALTRIA GROUP INC COM P 2022-09-26 2024-04-11
APPLE INC COM P 2019-08-06 2024-04-11
APPLE INC COM P 2019-08-12 2024-04-11
APPLE INC COM P 2019-08-12 2024-05-24
APPLE INC COM P 2020-08-04 2024-05-24
APPLE INC COM P 2020-09-02 2024-05-24
APPLE INC COM P 2020-09-02 2024-12-04
APPLE INC COM P 2020-10-02 2024-12-04
BANK AMER CORP COM P 2023-03-27 2024-04-11
BANK AMER CORP COM P 2023-03-27 2024-12-04
BANK AMER CORP COM P 2023-03-27 2024-05-24
BOEING CO COM P 2023-11-30 2024-03-13
BROADCOM INC COM P 2020-10-02 2024-04-11
BROADCOM INC COM P 2020-11-03 2024-04-11
BROADCOM INC COM P 2020-11-03 2024-05-24
BROADCOM INC COM P 2020-12-02 2024-05-24
BROADCOM INC COM P 2021-01-05 2024-05-24
BROADCOM INC COM P 2021-02-02 2024-05-24
BROADCOM INC COM P 2021-02-02 2024-12-04
BWX TECHNOLOGIES INC COM P 2024-05-31 2024-12-04
CHEVRON CORP NEW COM P 2021-05-17 2024-04-11
CHEVRON CORP NEW COM P 2021-05-17 2024-05-24
CHEVRON CORP NEW COM P 2022-02-08 2024-12-04
CHEVRON CORP NEW COM P 2022-02-08 2024-05-24
COCA COLA CO COM P 2023-09-27 2024-12-04
COCA COLA CO COM P 2023-09-27 2024-04-11
COCA COLA CO COM P 2023-09-27 2024-05-24
COSTCO WHSL CORP NEW COM P 2021-01-04 2024-12-04
COSTCO WHSL CORP NEW COM P 2021-01-04 2024-05-24
COSTCO WHSL CORP NEW COM P 2021-01-04 2024-04-11
DISNEY WALT CO DISNEY COM P 2023-11-30 2024-05-24
DISNEY WALT CO DISNEY COM P 2023-11-30 2024-12-04
DISNEY WALT CO DISNEY COM P 2023-11-30 2024-04-11
EOG RES INC COM P 2022-02-08 2024-12-04
EOG RES INC COM P 2022-02-08 2024-05-24
EOG RES INC COM P 2022-02-08 2024-04-11
HOME DEPOT INC COM P 2019-08-06 2024-04-11
HOME DEPOT INC COM P 2019-08-06 2024-05-24
HOME DEPOT INC COM P 2019-08-12 2024-05-24
HOME DEPOT INC COM P 2020-08-04 2024-06-05
HOME DEPOT INC COM P 2020-08-04 2024-05-24
HOME DEPOT INC COM P 2020-09-02 2024-12-04
HOME DEPOT INC COM P 2020-09-02 2024-06-05
HOME DEPOT INC COM P 2020-10-02 2024-12-04
JPMORGAN CHASE & CO COM P 2019-10-17 2024-05-24
JPMORGAN CHASE & CO COM P 2019-10-17 2024-04-11
JPMORGAN CHASE & CO COM P 2020-08-04 2024-05-24
JPMORGAN CHASE & CO COM P 2020-09-02 2024-05-24
JPMORGAN CHASE & CO COM P 2020-10-02 2024-05-24
JPMORGAN CHASE & CO COM P 2020-11-03 2024-05-24
JPMORGAN CHASE & CO COM P 2020-12-02 2024-05-24
JPMORGAN CHASE & CO COM P 2020-12-02 2024-12-04
JPMORGAN CHASE & CO COM P 2021-01-04 2024-12-04
KKR & CO INC COM P 2024-02-22 2024-12-04
KKR & CO INC COM P 2024-02-22 2024-04-11
KKR & CO INC COM P 2024-02-22 2024-05-24
LILLY ELI & CO COM P 2023-11-30 2024-04-11
LILLY ELI & CO COM P 2023-11-30 2024-12-04
LILLY ELI & CO COM P 2023-11-30 2024-05-24
LILLY ELI & CO COM P 2023-11-30 2024-08-09
LOCKHEED MARTIN CORP COM P 2019-07-30 2024-04-11
LOCKHEED MARTIN CORP COM P 2019-08-06 2024-04-11
LOCKHEED MARTIN CORP COM P 2019-08-12 2024-04-11
LOCKHEED MARTIN CORP COM P 2019-08-12 2024-05-24
LOCKHEED MARTIN CORP COM P 2020-08-04 2024-05-24
LOCKHEED MARTIN CORP COM P 2020-09-02 2024-05-24
LOCKHEED MARTIN CORP COM P 2020-10-02 2024-05-24
LOCKHEED MARTIN CORP COM P 2020-11-03 2024-05-31
LOCKHEED MARTIN CORP COM P 2020-11-03 2024-05-24
LOCKHEED MARTIN CORP COM P 2020-12-02 2024-05-31
LOCKHEED MARTIN CORP COM P 2021-01-05 2024-05-31
LOCKHEED MARTIN CORP COM P 2021-02-02 2024-05-31
LOCKHEED MARTIN CORP COM P 2021-03-02 2024-05-31
LOCKHEED MARTIN CORP COM P 2021-04-05 2024-05-31
LOCKHEED MARTIN CORP COM P 2021-05-04 2024-05-31
LOCKHEED MARTIN CORP COM P 2021-05-17 2024-05-31
LOCKHEED MARTIN CORP COM P 2022-02-25 2024-05-31
MARRIOTT INTL INC NEW CL A P 2022-10-17 2024-12-04
MARRIOTT INTL INC NEW CL A P 2022-10-17 2024-05-24
MARRIOTT INTL INC NEW CL A P 2022-10-17 2024-04-11
MASTERCARD INC CL A P 2019-08-06 2024-04-11
MASTERCARD INC CL A P 2019-08-12 2024-05-24
MASTERCARD INC CL A P 2019-08-12 2024-04-11
MASTERCARD INC CL A P 2020-08-04 2024-05-24
MASTERCARD INC CL A P 2020-09-02 2024-05-24
MASTERCARD INC CL A P 2020-10-02 2024-12-04
MASTERCARD INC CL A P 2020-10-02 2024-05-24
MERCK & CO INC NEW COM P 2022-09-26 2024-05-24
MERCK & CO INC NEW COM P 2022-09-26 2024-04-11
MERCK & CO INC NEW COM P 2022-09-26 2024-12-04
META PLATFORMS INC CL A P 2024-05-31 2024-12-04
MICROSOFT CORP COM P 2019-07-30 2024-04-11
MICROSOFT CORP COM P 2019-08-06 2024-05-24
MICROSOFT CORP COM P 2019-08-06 2024-04-11
MICROSOFT CORP COM P 2019-08-12 2024-12-04
MICROSOFT CORP COM P 2019-08-12 2024-05-24
MICROSOFT CORP COM P 2020-08-04 2024-12-04
MORGAN STANLEY COM NEW P 2023-03-27 2024-02-22
NEWMONT CORP COM P 2023-11-30 2024-02-09
NIKE INC CL B P 2021-01-05 2024-04-11
NIKE INC CL B P 2021-02-02 2024-04-11
NIKE INC CL B P 2021-03-02 2024-04-11
NIKE INC CL B P 2021-04-05 2024-04-11
NIKE INC CL B P 2021-05-04 2024-05-24
NIKE INC CL B P 2021-05-04 2024-04-11
NIKE INC CL B P 2021-08-20 2024-05-24
NIKE INC CL B P 2021-08-20 2024-05-31
NIKE INC CL B P 2021-08-30 2024-05-31
NIKE INC CL B P 2023-10-26 2024-05-31
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2021-01-04 2024-05-24
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2021-01-04 2024-12-04
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2021-01-04 2024-04-11
PFIZER INC COM P 2024-03-13 2024-05-24
PFIZER INC COM P 2024-03-13 2024-12-04
PFIZER INC COM P 2024-03-13 2024-04-11
PHILIP MORRIS INTL INC COM P 2024-09-30 2024-12-04
QUALCOMM INC COM P 2022-07-07 2024-04-11
QUALCOMM INC COM P 2022-07-07 2024-12-04
QUALCOMM INC COM P 2022-07-07 2024-05-24
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 P 2023-03-27 2024-04-11
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 P 2023-03-27 2024-12-04
SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 P 2023-03-27 2024-05-24
TEXAS INSTRS INC COM P 2020-08-04 2024-04-11
TEXAS INSTRS INC COM P 2020-09-02 2024-05-24
TEXAS INSTRS INC COM P 2020-09-02 2024-04-11
TEXAS INSTRS INC COM P 2020-10-02 2024-05-24
TEXAS INSTRS INC COM P 2020-11-03 2024-12-04
TEXAS INSTRS INC COM P 2020-11-03 2024-05-24
TEXAS INSTRS INC COM P 2020-12-02 2024-12-04
UNION PAC CORP COM P 2020-06-17 2024-05-24
UNION PAC CORP COM P 2020-06-17 2024-04-11
UNION PAC CORP COM P 2020-08-04 2024-05-24
UNION PAC CORP COM P 2020-09-02 2024-05-24
UNION PAC CORP COM P 2020-09-02 2024-12-04
UNION PAC CORP COM P 2020-10-02 2024-12-04
UNITEDHEALTH GROUP INC COM P 2019-08-12 2024-04-11
UNITEDHEALTH GROUP INC COM P 2019-10-17 2024-05-24
UNITEDHEALTH GROUP INC COM P 2019-10-17 2024-04-11
UNITEDHEALTH GROUP INC COM P 2020-04-20 2024-05-24
UNITEDHEALTH GROUP INC COM P 2020-04-20 2024-05-31
UNITEDHEALTH GROUP INC COM P 2020-08-04 2024-12-04
UNITEDHEALTH GROUP INC COM P 2020-08-04 2024-05-31
VANGUARD INDEX FDS S&P 500 ETF SHS NEW P 2023-11-17 2024-05-31
VANGUARD INDEX FDS S&P 500 ETF SHS NEW P 2023-11-17 2024-05-24
VANGUARD INDEX FDS S&P 500 ETF SHS NEW P 2023-11-17 2024-04-11
VISTRA CORP COM P 2023-09-27 2024-04-11
VISTRA CORP COM P 2023-09-27 2024-05-24
VISTRA CORP COM P 2023-09-27 2024-12-04
WALMART INC COM P 2022-04-14 2024-12-04
WALMART INC COM P 2022-04-14 2024-04-11
WALMART INC COM P 2022-04-14 2024-05-24
WASTE MGMT INC DEL COM P 2020-09-02 2024-04-11
WASTE MGMT INC DEL COM P 2020-10-02 2024-05-24
WASTE MGMT INC DEL COM P 2020-10-02 2024-04-11
WASTE MGMT INC DEL COM P 2020-11-03 2024-05-24
WASTE MGMT INC DEL COM P 2020-12-02 2024-05-24
WASTE MGMT INC DEL COM P 2020-12-02 2024-12-04
FIRST EAGLE GLOBAL FUND CLASS I P 2013-12-02 2024-12-04
FIRST EAGLE GLOBAL FUND CLASS I P 2013-12-16 2024-12-04
UNITED STATES TREAS NTS P 2023-06-27 2024-04-15
UNITED STATES TREAS NTS P 2023-06-12 2024-04-01
BROADCOM SR NT P 2023-06-27 2024-10-15
UNITED STATES TREAS NTS P 2023-12-07 2024-12-16
GOLDMAN SACHS BK USA P   2024-01-02
JPMORGAN CHASE & CO P   2024-09-10
JPMORGAN CHASE & CO P   2024-05-22
STATE BK INDIA NEW YORK P   2024-02-28
SYNCHRONY BK RETAIL P   2024-07-11
WELLS FARGO & CO P   2024-01-16
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,606   1,446 160
b 1,059   439 620
c 175   73 102
d 5,769   2,723 3,046
e 2,834   1,993 841
3,052   2,247 805
729   342 387
3,906   2,050 1,856
6,317   2,879 3,438
1,626   1,319 307
16,118   17,621 -1,503
3,883   2,128 1,755
2,703   994 1,709
476   308 168
7,020   3,618 3,402
1,978   904 1,074
1,199   1,251 -52
19,686   17,816 1,870
8,727   9,300 -573
856   377 479
444   189 255
8,375   10,188 -1,813
2,062   1,572 490
1,278   1,315 -37
4,300   4,345 -45
8,005   4,380 3,625
15,457   13,286 2,171
14,414   14,208 206
1,191   1,199 -8
1,307   1,199 108
853   463 390
1,645   695 950
8,512   10,207 -1,695
2,441   1,288 1,153
2,204   1,354 850
1,411   788 623
4,164   2,969 1,195
863   656 207
635   532 103
3,976   2,384 1,592
1,699   1,155 544
1,420   1,244 176
2,455   1,337 1,118
1,755   830 925
6,127   2,906 3,221
581   382 199
6,525   2,671 3,854
3,544   2,634 910
3,630   2,879 751
3,803   3,099 704
3,630   3,391 239
3,717   3,380 337
3,630   3,457 173
5,481   1,651 3,830
1,640   526 1,114
7,416   803 6,613
14,557   10,857 3,700
1,014   724 290
1,243   724 519
2,827   1,342 1,485
16,848   16,226 622
21,299   18,696 2,603
3,721   3,761 -40
10,281   14,488 -4,207
394   325 69
17,445   13,564 3,881
1,130   685 445
17,021   16,391 630
3,051   1,741 1,310
924   623 301
3,105   2,091 1,014
311   215 96
8,644   1,280 7,364
21,631   3,888 17,743
1,612   1,284 328
2,393   1,697 696
2,288   1,358 930
6,501   4,282 2,219
11,901   7,415 4,486
19,637   13,054 6,583
5,526   3,213 2,313
9,352   5,943 3,409
975   575 400
1,402   1,133 269
3,620   2,719 901
4,486   3,900 586
5,046   4,017 1,029
4,486   3,628 858
4,486   3,975 511
4,205   3,856 349
4,486   4,008 478
4,205   3,871 334
4,205   4,233 -28
3,925   4,069 -144
3,846   3,766 80
5,550   5,082 468
19,721   16,120 3,601
2,527   2,541 -14
700   197 503
22,044   6,352 15,692
7,234   1,916 5,318
15,230   8,784 6,446
11,613   8,065 3,548
4,616   2,512 2,104
3,887   1,819 2,068
8,081   6,243 1,838
3,716   2,250 1,466
19,919   14,173 5,746
38,299   48,185 -9,886
2,772   718 2,054
9,701   2,504 7,197
1,409   358 1,051
9,862   2,830 7,032
9,862   2,975 6,887
4,227   1,417 2,810
5,404   1,512 3,892
2,878   2,018 860
5,983   4,082 1,901
7,266   5,075 2,191
1,269   1,091 178
3,475   3,002 473
1,054   950 104
4,490   4,247 243
9,827   8,828 999
2,965   1,134 1,831
21,152   9,828 11,324
9,514   4,914 4,600
10,379   9,452 927
1,988   1,575 413
5,639   4,448 1,191
1,034   891 143
7,561   6,797 764
5,347   4,346 1,001
6,956   4,129 2,827
978   619 359
9,454   6,042 3,412
3,299   2,668 631
1,956   1,601 355
428   285 143
4,288   3,711 577
1,284   841 443
599   362 237
8,039   4,944 3,095
3,396   1,623 1,773
2,997   1,522 1,475
3,396   1,664 1,732
3,196   1,668 1,528
2,797   1,697 1,100
244   121 123
2,927   1,511 1,416
2,204   1,350 854
4,944   4,724 220
10,708   9,641 1,067
7,601   5,888 1,713
1,668   1,178 490
19,403   14,130 5,273
2,700   1,766 934
1,358   1,112 246
6,337   5,077 1,260
1,811   1,512 299
4,200   3,401 799
3,733   3,033 700
2,800   2,342 458
3,266   2,663 603
2,793   2,181 612
467   364 103
3,258   2,532 726
2,793   2,094 699
2,793   1,989 804
2,793   2,003 790
3,258   2,649 609
2,327   1,929 398
5,586   4,691 895
20,481   18,122 2,359
2,026   1,033 993
8,250   5,164 3,086
4,659   2,656 2,003
937   527 410
3,156   1,918 1,238
5,623   3,288 2,335
4,058   2,827 1,231
4,508   3,599 909
2,607   1,701 906
902   681 221
11,147   7,435 3,712
3,790   2,594 1,196
2,027   1,729 298
2,455   1,842 613
2,568   846 1,722
13,326   4,183 9,143
18,406   5,802 12,604
875   274 601
31,381   10,016 21,365
8,749   4,240 4,509
44,120   43,398 722
18,811   23,198 -4,387
644   984 -340
1,196   1,810 -614
1,288   1,909 -621
1,380   2,030 -650
276   394 -118
920   1,313 -393
6,704   12,223 -5,519
4,049   7,200 -3,151
3,955   7,053 -3,098
17,607   18,737 -1,130
31,276   8,154 23,122
4,596   1,496 3,100
15,811   4,487 11,324
8,412   8,408 4
1,134   1,287 -153
3,502   3,804 -302
913   848 65
4,733   3,610 1,123
1,630   1,337 293
10,071   6,417 3,654
5,013   3,805 1,208
642   551 91
7,298   5,680 1,618
2,398   1,839 559
1,589   1,170 419
2,569   2,194 375
4,768   3,407 1,361
1,181   887 294
3,576   2,661 915
197   162 35
1,857   1,380 477
4,731   3,449 1,282
3,947   2,929 1,018
3,018   2,552 466
470   393 77
940   789 151
7,083   3,961 3,122
13,335   6,342 6,993
2,214   1,220 994
10,258   5,744 4,514
6,468   3,734 2,734
5,488   2,767 2,721
995   615 380
31,125   26,897 4,228
9,734   8,276 1,458
5,243   4,552 691
8,216   3,790 4,426
23,896   7,746 16,150
12,170   2,527 9,643
3,487   1,941 1,546
6,134   5,352 782
13,579   10,913 2,666
2,885   1,599 1,286
3,556   1,940 1,616
1,442   799 643
4,393   2,401 1,992
1,255   701 554
2,029   1,052 977
84,038   62,500 21,538
15,962   11,772 4,190
75,000   72,123 2,877
250,000   243,911 6,089
100,000   97,505 2,495
375,000   360,088 14,912
50,000   50,000 0
50,000   50,000 0
90,000   90,000 0
69,000   69,000 0
10,000   10,000 0
75,000   75,000 0
102,952     102,952
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       160
b       620
c       102
d       3,046
e       841
      805
      387
      1,856
      3,438
      307
      -1,503
      1,755
      1,709
      168
      3,402
      1,074
      -52
      1,870
      -573
      479
      255
      -1,813
      490
      -37
      -45
      3,625
      2,171
      206
      -8
      108
      390
      950
      -1,695
      1,153
      850
      623
      1,195
      207
      103
      1,592
      544
      176
      1,118
      925
      3,221
      199
      3,854
      910
      751
      704
      239
      337
      173
      3,830
      1,114
      6,613
      3,700
      290
      519
      1,485
      622
      2,603
      -40
      -4,207
      69
      3,881
      445
      630
      1,310
      301
      1,014
      96
      7,364
      17,743
      328
      696
      930
      2,219
      4,486
      6,583
      2,313
      3,409
      400
      269
      901
      586
      1,029
      858
      511
      349
      478
      334
      -28
      -144
      80
      468
      3,601
      -14
      503
      15,692
      5,318
      6,446
      3,548
      2,104
      2,068
      1,838
      1,466
      5,746
      -9,886
      2,054
      7,197
      1,051
      7,032
      6,887
      2,810
      3,892
      860
      1,901
      2,191
      178
      473
      104
      243
      999
      1,831
      11,324
      4,600
      927
      413
      1,191
      143
      764
      1,001
      2,827
      359
      3,412
      631
      355
      143
      577
      443
      237
      3,095
      1,773
      1,475
      1,732
      1,528
      1,100
      123
      1,416
      854
      220
      1,067
      1,713
      490
      5,273
      934
      246
      1,260
      299
      799
      700
      458
      603
      612
      103
      726
      699
      804
      790
      609
      398
      895
      2,359
      993
      3,086
      2,003
      410
      1,238
      2,335
      1,231
      909
      906
      221
      3,712
      1,196
      298
      613
      1,722
      9,143
      12,604
      601
      21,365
      4,509
      722
      -4,387
      -340
      -614
      -621
      -650
      -118
      -393
      -5,519
      -3,151
      -3,098
      -1,130
      23,122
      3,100
      11,324
      4
      -153
      -302
      65
      1,123
      293
      3,654
      1,208
      91
      1,618
      559
      419
      375
      1,361
      294
      915
      35
      477
      1,282
      1,018
      466
      77
      151
      3,122
      6,993
      994
      4,514
      2,734
      2,721
      380
      4,228
      1,458
      691
      4,426
      16,150
      9,643
      1,546
      782
      2,666
      1,286
      1,616
      643
      1,992
      554
      977
      21,538
      4,190
      2,877
      6,089
      2,495
      14,912
      0
      0
      0
      0
      0
      0
      102,952
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 2 589,973
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,901
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 8,901
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 8,901
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 223
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,124
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowHART N HASTEN Telephone no.right arrow (317) 872-4544

Located atright arrow901 ROUNDTABLE COURTINDIANAPOLISIN ZIP+4right arrow46260
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HART N HASTEN DIRECTOR
8.00 		0 0 0
901 ROUNDTABLE COURT
INDIANAPOLIS,IN46260
SIMONA HASTEN DIRECTOR
8.00 		0 0 0
901 ROUNDTABLE COURT
INDIANAPOLIS,IN46260
RENEE HASTEN HALEVY DIRECTOR/PRESIDENT
8.00 		40,265 0 0
901 ROUNDTABLE COURT
INDIANAPOLIS,IN46260
BERNARD HASTEN DIRECTOR/SEC./TREAS.
8.00 		40,265 0 0
9751 EAST BAY HARBOR DRIVE APT NO
10
BAY HARBOR ISLAND,FL33154
JOSHUA HASTEN DIRECTOR/VICE PRESIDENT
8.00 		40,265 0 0
901 ROUNDTABLE COURT
INDIANAPOLIS,IN46260
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
9,036,582
b
Average of monthly cash balances.......................
1b
167,991
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,204,573
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
9,204,573
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,069
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,066,504
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
453,325
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
453,325
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,901
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,901
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
444,424
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
444,424
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
444,424
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
360,486
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
360,486
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 7 444,424
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 21,635
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 360,486
a Applied to 2023, but not more than line 2a 21,635
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..... 338,851
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		105,573
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
HART N HASTEN
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:
HART N HASTEN
4525 SAGUARO TRAIL
INDIANAPOLIS,IN46268
(317) 872-4544
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

ADVANCING AMERICAN FREEDOM FOUNDATION

801 PENNSYLVANIA AVE NW STE 930
WASHINGTON,DC20004 		DONOR   DONATION 5,000

AMERICAN CANCER SOCIETY

PO BOX 6704
HAGERSTOWN,MD21741 		DONOR   DONATION 100

AMERICAN FRIENDS OF LEKET ISRAEL

PO BOX 2090
TEANECK,NJ07666 		DONOR   DONATION 360

AMERICAN FRIENDS OF YAD ELIEZER

410 GLENN ROAD
JACKSON,NJ08527 		DONOR   DONATION 1,500

BOYS TOWN JERUSALEM

209 W 29TH SUITE 6250
NEW YORK,NY10001 		DONOR   DONATION 5,000

BREAKTHROUGH T1D

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		DONOR   DONATION 1,000

CENTRAL FUND FOR ISRAEL

461 CENTRAL AVE
CEDARHURST,NY11516 		DONOR   DONATION 12,500

CHABAD

4525 SAGUARO TRAIL
INDIANAPOLIS,IN46268 		DONOR   DONATION 1,000

CHAI LIFELINE

151 WEST 30 STREET 7TH FLOOR
NEW YORK,NY10001 		DONOR   DONATION 1,800

COMMUNITY HOWARD REGIONAL HEALTH FOUNDATION

PO BOX 9011
KOKOMO,IN46904 		DONOR   DONATION 250

CONGREGATION B'NAI TORAH

6510 HOOVER RD
INDIANAPOLIS,IN46260 		DONOR   DONATION 30,760

DAVID ABOODY

4525 SAGUARO TRAIL
INDIANAPOLIS,IN46268 		DONOR   DONATION 1,000

EZER MIZION

5225 NEW UTRECHT AVE 3RD FLOOR
BROOKLYN,NY11219 		DONOR   DONATION 1,000

FRIENDS OF NACHAL HAREDI

565 FIFTH AVE 12TH FLOOR
NEW YORK,NY10017 		DONOR   DONATION 500

GEMACH HARABBANIM

7321 RIDGEWAY AVE
SKOKIE,IL60076 		DONOR   DONATION 360

GMACH CHASDEI YITZCHOK

5109 18TH AVE
BROOKLYN,NY11204 		DONOR   DONATION 360

HASTEN HEBREW ACADEMY OF INDIANAPOLIS

6602 HOOVER RD
INDIANAPOLIS,IN46260 		DONOR   DONATION 75,000

HILLEL TORAH NORTH SUBURBAN DAY SCHOOL

7120 LARAMIE AVE
SKOKIE,IL60077 		DONOR   DONATION 3,600

INDIANA JEWISH DISCOVERY CENTER

730 E THIRD STREET
BLOOMINGTON,IN46260 		DONOR   DONATION 2,500

INDY KOLLEL

6602 HOOVER RD
INDIANAPOLIS,IN46260 		DONOR   DONATION 50,000

ISRAEL ALLIES FOUNDATION

5614 CONNECTICUT AVE NW STE 247
WASHINGTON,DC20015 		DONOR   DONATION 3,000

JERUSALEM FRIENDSHIP ALLIANCE

195 ROUTE 46 WEST 6
TOTOWA,NJ07512 		DONOR   DONATION 500

JEWISH FEDERATION OF GREATER INDIANAPOLIS

6705 HOOVER RD
INDIANAPOLIS,IN46260 		DONOR   DONATION 12,000

JEWISH NATIONAL FUND

42 EAST 69TH ST
NEW YORK,NY10021 		DONOR   DONATION 500

JEWISH NEWS SERVICE

40 NONANTUM ST
NEWTON,ME02458 		DONOR   DONATION 10,000

JNF USA

42 E 69TH ST
NEW YORK,NY10021 		DONOR   DONATION 3,600

KOHELET

223 NORTH HIGHLAND AVE
MERION STATION,PA19066 		DONOR   DONATION 1,800

LEV ECHAD INC

188 SHERWOOD PL
ENGLEWOOD,NJ07631 		DONOR   DONATION 30,000

LUBAVITCH OF INDIANA

2640 W 96TH STREET
CARMEL,IN46268 		DONOR   DONATION 1,500

MAGIC 4 ISRAEL

4031 N 41ST CT
HOLLYWOOD,FL33021 		DONOR   DONATION 500

MARK AND ANNA RUTH HASTEN FOUNDATION

1389 W 86TH ST
INDIANAPOLIS,IN46260 		DONOR   DONATION 1,000

MAYANOT INSTITUTE

228 PARK AVE S
NEW YORK,NY10003 		DONOR   DONATION 30,000

MICHLOL BEIS MIDRASH OF QUEENS

66-35 108TH STREET
FOREST HILLS,NY11375 		DONOR   DONATION 500

MUSEUM OF JEWISH HERITAGE

36 BATTERY PL
NEW YORK,NY10280 		DONOR   DONATION 10,000

NEVE YERUSHALAYIM

111 JOHN STREET STE 1720
NEW YORK,NY10038 		DONOR   DONATION 1,000

OHEL AVRAHAM

8624 HAMLIN AVE
SKOKIE,IL60076 		DONOR   DONATION 3,000

OHR TORAH STONE

49 W 45TH STREET STE 701
NEW YORK,NY10036 		DONOR   DONATION 10,000

OUR PLACE

PO BOX 297187
BROOKLYN,NY11229 		DONOR   DONATION 3,600

SYNAGOGUE TA HILTON

HAYARKON ST 205
  TEL AVIV  
IS 		DONOR   DONATION 1,000

THE LEADERSHIP INSTITUTE

1101 N HIGHLAND ST
ARLINGTON,VA22201 		DONOR   DONATION 1,000

THE TIKVA FUND

165 EAST 56TH STREET 4TH FLOOR
NEW YORK,NY10022 		DONOR   DONATION 18,000

TIKVA CHILDREN'S HOME

8 HENDERSON DRIVE
WEST CADWELL,NJ07006 		DONOR   DONATION 1,000

UNITED TIBERIAS INSTITUTIONS

PO BOX 576
NEW YORK,NY10002 		DONOR   DONATION 36

UNITY WARRIORS

5100 POPLAR AVE STE 720
MEMPHIS,TN38137 		DONOR   DONATION 16,000

YAD TAMAR

2 HAMARPEH ST
HAR HOTZVIM,JERUSALEM  
IS 		DONOR   DONATION 1,000

YESHIVA UNIVERSITY

500 W 185TH ST
NEW YORK,NY10033 		DONOR   DONATION 1,000

ZOA

633 THRID AVE STE 31-B
NEW YORK,NY10017 		DONOR   DONATION 5,000

ZOCHER CHASDEI OVOS

225 DIVISION AVE APT 7G
BROOKLYN,NY11211 		DONOR   DONATION 360
Total .................................right arrow 3a 360,486
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 62,667  
4 Dividends and interest from securities ....     14 43,077  
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 ............ 		    18 589,973  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 695,717 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
695,717
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HART N AND SIMONA HASTEN FAMILY
 
FOUNDATION INC
EIN:
35-1998919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,465 0   0

TY 2024 InvestmentsOtherSchedule2
Name:
HART N AND SIMONA HASTEN FAMILY
 
FOUNDATION INC
EIN:
35-1998919
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STATE OF ISRAEL BOND FMV 25,000 25,000
PERSHING AT COST 7,049,732 10,740,228
NUVEEN AT COST 300,608 300,608

TY 2024 OtherExpensesSchedule
Name:
HART N AND SIMONA HASTEN FAMILY
 
FOUNDATION INC
EIN:
35-1998919
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL PROCESSING FEES 2,063 0   0
POSTAGE 223 0   0


TY 2024 OtherProfessionalFeesSchedule
Name:
HART N AND SIMONA HASTEN FAMILY
 
FOUNDATION INC
EIN:
35-1998919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKER FEES 54,643 54,643   0


TY 2024 SubstantialContributorsSch
Name:
HART N AND SIMONA HASTEN FAMILY
 
FOUNDATION INC
EIN:
35-1998919
Name Address
HART AND SIMONA HASTEN 901 ROUNDTABLE COURT
INDIANAPOLIS,IN46260


TY 2024 TaxesSchedule
Name:
HART N AND SIMONA HASTEN FAMILY
 
FOUNDATION INC
EIN:
35-1998919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 34,895 0   0
EXCISE TAXES 159 159   0
FOREIGN TAXES PAID 528 528   0