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
SURACK FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)7100 W JEFFERSON BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WAYNE, IN46804
A Employer identification number

87-1894981
B Telephone number (see instructions)

(260) 432-0370
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$57,989,664J 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      
4 Dividends and interest from securities... 1,092,278 1,092,278  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,072,047
b Gross sales price for all assets on line 6a 49,685,686
7 Capital gain net income (from Part IV, line 2)... 4,072,047
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........ 5,164,325 5,164,325  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,950     1,950
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,890     1,890
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
237,580 173,196   64,384
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,530 4,239    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 266,950 177,435   68,224
25 Contributions, gifts, grants paid....... 33,120,413 23,943,913
26 Total expenses and disbursements. Add lines 24 and 25 33,387,363 177,435   24,012,137
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -28,223,038
b Net investment income (if negative, enter -0-) 4,986,890
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............. 341,906 29,398 29,398
2 Savings and temporary cash investments......... 7,211,724 1,563,963 1,569,854
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)....... 64,673,635 Click to see attachment
List of Attached Documents:
// Content
42,526,331 		52,831,938
c Investments—corporate bonds (attach schedule)....... 400,056 Click to see attachment
List of Attached Documents:
// Content
1,029,709 		1,020,604
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).......... 1,027,433 Click to see attachment
List of Attached Documents:
// Content
2,353,910 		2,537,870
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) 73,654,754 47,503,311 57,989,664
Liabilities 17 Accounts payable and accrued expenses.......... 9,508,490 11,550,910
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)......... 9,508,490 11,550,910
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........... 64,146,264 35,952,401
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 64,146,264 35,952,401
30 Total liabilities and net assets/fund balances (see instructions). 73,654,754 47,503,311
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
64,146,264
2
Enter amount from Part I, line 27a .....................
2
-28,223,038
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
29,175
4
Add lines 1, 2, and 3 ..........................
4
35,952,401
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,952,401
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 PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31
b PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31
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 27,941,113   24,450,475 3,490,638
b 21,744,573   21,163,164 581,409
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       3,490,638
b       581,409
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 4,072,047
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 3 581,409
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 69,318
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 69,318
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 69,318
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 18,600
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 50,718
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
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 arrowSURACKFAMILYFOUNDATION.COM
14
The books are in care ofright arrowSUZANNE GENDRON Telephone no.right arrow (260) 432-0370

Located atright arrow7100 W JEFFERSON BLVDFORT WAYNEIN ZIP+4right arrow46804
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
 
 
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
CHARLES J SURACK PRESIDENT
3.00 		0 0 0
7100 W JEFFERSON BLVD
FORT WAYNE,IN46804
LISA M SURACK SECRETARY
2.00 		0 0 0
7100 W JEFFERSON BLVD
FORT WAYNE,IN46804
JOHN M HOPKINS TREASURER
1.00 		0 0 0
7100 W JEFFERSON BLVD
FORT WAYNE,IN46804
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  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
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
66,773,803
b
Average of monthly cash balances.......................
1b
3,419,696
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
70,193,499
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
70,193,499
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,052,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
69,140,597
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,457,030
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
3,457,030
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
69,318
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
69,318
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,387,712
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,387,712
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,387,712
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
24,012,137
b
Program-related investments—total from Part VIII-B..................
1b
 
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
24,012,137
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 3,387,712
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 1,077,278
d From 2022...... 6,335,823
e From 2023...... 5,604,189
f Total of lines 3a through e ........ 13,017,290
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 24,012,137
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 3,387,712
e Remaining amount distributed out of corpus 20,624,425
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 33,641,715
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		33,641,715
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 1,077,278
c Excess from 2022.... 6,335,823
d Excess from 2023.... 5,604,189
e Excess from 2024.... 20,624,425
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).)
CHARLES J SURACK
LISA M SURACK
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:
SUZANNE GENDRON
7100 W JEFFERSON BLVD
FORT WAYNE,IN46804
(260) 432-0370
SUZANNE.GENDRON@SURACK.COM
bThe form in which applications should be submitted and information and materials they should include:
THE APPLICATION FORM IS LOCATED ON THE FOUNDATION'S WEBSITE. THE FORM ASKS GENERAL QUESTIONS ABOUT THE ORGANIZATION, THE PURPOSE OF THE GRANT REQUEST AND HOW IT WILL BE USED. SINCE THE FOUNDATION ONLY PROVIDES GRANTS TO NONPROFIT ORGANIZATIONS WITH 501(C)(3) STATUS, AN IRS DETERMINATION LETTER MUST BE PROVIDED WITH THE APPLICATION.
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION MAKES GRANTS ONLY TO 501(C)(3) ORGANIZATIONS WHOSE GEOGRAPHC FOCUS WILL BE IN NORTHEAST INDIANA AND WHOSE GRANT REQUEST IS DIRECTLY RELATED TO MENTAL HEALTH, CHILD & FAMILY WELFARE, MUSIC & THE ARTS OR ECONOMIC DEVELOPMENT.
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 MOTHER'S HOPE

4618 E STATE BLVD
FORT WAYNE,IN46815 		  PC AMH DIAMOND GALA 1,000

ADVANCING AMERICAN FREEDOM FOUNDATI

801 PENNSYLVANIA AVENUE N
WASHINGTON,DC20004 		  PC GENERAL ADMINISTRATION 100,000

ALLEN COUNTY PUBLIC LIBRARY FOUNDAT

900 WEBSTER STREET
FORT WAYNE,IN46802 		  PC DOLLY PARTON IMAGINATION LIBRARY 10,000

ANGOLA PERFORMING ARTS ACADEMY

45 S PUBLIC SQUARE
ANGOLA,IN46703 		  PC 2024 YOUTH THEATER CAMP - CHARLOTTES 1,000

ARTS UNITED OF GREATER FORT WAYNE

300 E MAIN STREET
FORT WAYNE,IN46802 		  PC CONTRIBUTION 500,000

AUBURN CORD DUESENBERG AUTOMOBILE M

1600 WAYNE STREET
AUBURN,IN46706 		  PC MUSEUMS 50TH ANNIVERSARY BOOK 25,000

AUBURN CORD DUESENBERG AUTOMOBILE M

1600 WAYNE STREET
AUBURN,IN46706 		  PC CORD LEVEL - 50TH ANNIVERSARY 5,000

AUTISM SOCIETY OF INDIANA INC

10255 COMMERCE DRIVE STE
CARMEL,IN46032 		  PC GENERAL SUPPORT 7,500

AYERS COMMUNICATION INC

3801 WEISSER PARK AVENUE
FORT WAYNE,IN46806 		  PC ANNUAL SUMMIT CITY COMM FESTIVAL 20,000

BE THE EDGE FORT WAYNE INC

1436 CROSLEY DRIVE
FORT WAYNE,IN46804 		  PC GENERAL ADMINISTRATION 25,000

BEIT RUTH

SUITE 1402
NEW YORK,NY10016 		  PC 2024 GALA 5,000

BIBLICAL LIFE RECOVERY CENTER INC

3000 EAST STATE BLVD
FORT WAYNE,IN46805 		  PC ADDICTION PROGRAM ASSISTANCE 20,000

BISHOP LUERS HIGH SCHOOL

333 EAST PAULDING ROAD
FORT WAYNE,IN46816 		  PC IN MEMORY OF MICHAEL FRANKE 2,500

BOOMERANG BACKPACKS INC

4616 E DUPONT RD
FORT WAYNE,IN46825 		  PC GENERAL SUPPORT 1,000

BOYS & GIRLS CLUBS OF FORT WAYNE

2609 FAIRFIELD AVE
FORT WAYNE,IN46807 		  PC OPERATING EXPENSES 100,000

BOYS & GIRLS CLUBS OF FORT WAYNE

2609 FAIRFIELD AVE
FORT WAYNE,IN46807 		  PC OPERATING EXPENSES 100,000

BOYS & GIRLS CLUBS OF FORT WAYNE

2609 FAIRFIELD AVE
FORT WAYNE,IN46807 		  PC OPERATING EXPENSES 100,000

BRIDGE OF GRACE

909 ELMROW DRIVE
FORT WAYNE,IN46806 		  PC 2024 OPERATIONS AND PROGRAMING 100,000

BUILDING A STRONGER FAMILY INC

921 EAST DUPONT RD 909
FORT WAYNE,IN46825 		  PC 2024 SUPPORT 20,000

BUILDING BLOCKS OUTREACH INC

2751 MILLBROOK DRIVE
FORT WAYNE,IN46802 		  PC BUILDING BLOCKS PRESCHOOL - EARLY CH 10,000

CANTERBURY SCHOOL

5601 COVINGTON ROAD
FORT WAYNE,IN46804 		  PC GENERAL SUPPORT 68,243

CANTERBURY SCHOOL

5601 COVINGTON ROAD
FORT WAYNE,IN46804 		  PC LONG TERM FACILITIES NEEDS 751,372

CANTERBURY SCHOOL

5601 COVINGTON ROAD
FORT WAYNE,IN46804 		  PC CATERBURY FUND 10,000

CASS HOUSING

PO BOX 10778
FORT WAYNE,IN46853 		  PC GENERAL ADMINISTRATION 5,000

CENTER FOR RESERACH ON THE STATUS

2118 ARDMORE AVE APT 163
FORT WAYNE,IN46802 		  PC UNRESTRICTED DONATION 40,000

CENTER FOR RESERACH ON THE STATUS

2118 ARDMORE AVE APT 163
FORT WAYNE,IN46802 		  PC UNRESTRICTED DONATION 7,500

CHARACTER & SKILLS BASKETBALL INC

5020 WOODWAY DR
FORT WAYNE,IN46835 		  PC GENERAL ADMINISTRATION 50,000

CHRISTIAN COMMUNITY HEALTHCARE

13410 MAIN STREET
GRABILL,IN46741 		  PC 2024 GALA 1,000

COMMUNITY FOUNDATION DEKALB COUNTY

PO BOX 111
AUBURN,IN46706 		  PC TRANSFORMING COMMUNITIES 25,000

COMMUNITY FOUNDATION GREATER FORT W

555 E WAYNE STREET
FORT WAYNE,IN46802 		  PC UBUNTU 50,000

COMMUNITY FOUNDATION GREATER FORT W

555 E WAYNE STREET
FORT WAYNE,IN46802 		  PC UBUNTU 50,000

COMMUNITY FOUNDATION GREATER FORT W

555 E WAYNE STREET
FORT WAYNE,IN46802 		  PC NELSON PETERS' SCHOLARSHIP FUND 10,000

COMMUNITY FOUNDATION GREATER FORT W

555 E WAYNE STREET
FORT WAYNE,IN46802 		  PC JERRY AND LINDA VANDEVEER PUBLIC SAF 10,000

COMMUNITY HARVEST FOOD BANK

PO BOX 10967
FORT WAYNE,IN46855 		  PC BAKER STREET CHRISTMAS SHOW 1,000

DREAM CENTER FW INC

1615 E WALLACE STREET
FORT WAYNE,IN46803 		  PC CONTRIBUTION 50,000

FORT WAYNE BALLET

300 E MAIN STREET
FORT WAYNE,IN46802 		  PC DONATION 5,000

FORT WAYNE CHILDREN'S ZOO

3411 SHERMAN BLVD
FORT WAYNE,IN46808 		  PC 2024 ZOOBILEE 18,500

FORT WAYNE CHILDREN'S ZOO

3411 SHERMAN BLVD
FORT WAYNE,IN46808 		  PC OPERATING SUPPORT 35,000

FORT WAYNE CHILDREN'S ZOO

3411 SHERMAN BLVD
FORT WAYNE,IN46808 		  PC COASTAL COVE 200,000

FORT WAYNE MUSEUM OF ART

311 E MAIN STREET
FORT WAYNE,IN46802 		  PC FY25 ANNUAL FUND SUPPORT 25,000

FORT WAYNE PHILHARMONIC

4901 FULLER DRIVE
FORT WAYNE,IN46835 		  PC GENERAL ADMINISTRATION 50,000

FORT WAYNE PHILHARMONIC

4901 FULLER DRIVE
FORT WAYNE,IN46835 		  PC IN MEMORY OF ALFRED ZACHER 500

FORT WAYNE PUBLIC TELEVISION INC

PO BOX 2589
FORT WAYNE,IN46805 		  PC SUMMIT CITY SESSIONS 50,000

FORT WAYNE URBAN LEAGUE INC

2135 S HANNA STREET
FORT WAYNE,IN46803 		  PC GENERAL SUPPORT 5,000

FORT WAYNE YOUTHEATRE

303 E MAIN ST
FORT WAYNE,IN46802 		  PC CONTRIBUTION 2,500

FOX LAKE PRESERVATION FOUNDATION

115 LANE 130A FOX LAKE
ANGOLA,IN46703 		  PC LIGHT THE NIGHT 5,000

GIRL SCOUTS OF NORTHERN INDIANA-MIC

10008 DUPONT CIRCLE DRIVE
FORT WAYNE,IN46825 		  PC GENERAL SUPPORT 2,500

GROW ALLEN INC

SUITE 800
FORT WAYNE,IN46802 		  PC CONTRIBUTION 75,000

HARVESTER HOMECOMING INC

5912 HINSDALE LANE
FORT WAYNE,IN46835 		  PC GENERAL SUPPORT 5,000

HAVEN MISSIONARY CHRISTIAN CHURCH

845 WEST CREIGHTON
FORT WAYNE,IN46807 		  PC UNRESTRICTED DONATION 5,000

HEALTHIER MOMS AND BABIES INC

1025 W RUDISILL BLVD
FORT WAYNE,IN46807 		  PC IN MEMORY OF CINDY HENRY 1,000

HEMPHILL SMITH ART FOUNDATION INC

1114 W WAYNE ST
FORT WAYNE,IN46802 		  PC SCULPTURE PROJECT 25,000

HOOSIERS FEEDING THE HUNGRY

4490A STATE ROAD 327
GARRETT,IN46738 		  PC REALLOCATION OF FUNDS 50,000

HOPE ALIVE INC

1747 N WELLS STREET
FORT WAYNE,IN46808 		  PC 2024 GRANT 5,000

HUMANE FORT WAYNE

4914 S HANNA STREET
FORT WAYNE,IN46806 		  PC CAPITAL CAMPAIGN 1 OF 3 250,000

IMANI BAPTIST TEMPLE INC

2920 INDIANA AVENUE
FORT WAYNE,IN46807 		  PC REV MARTIN LUTHER KING, JR MEMORIAL 12,500

INDIANA AVIATION HALL OF FAME

11329 E ST RD 32
ZIONSVILLE,IN46077 		  PC GENERAL SUPPORT 2,500

INDIANA BLACK EXPO FORT WAYNE

114 THREE RIVER EAST
FORT WAYNE,IN46802 		  PC GENERAL SUPPORT4 15,000

INDIANA BLACK EXPO FORT WAYNE

114 THREE RIVER EAST
FORT WAYNE,IN46802 		  PC SPONSORSHIP: METRO YOUTH SPORTS 50TH 50,000

INDIANA MUSICAL THEATRE FOUNDATION

2446 LAKE AVE
FORT WAYNE,IN46805 		  PC 2024 SEASON PRESENTING SPONSOR 2,350

INDIANA NATURAL RESOURCES FOUNDATIO

402 W WASHINGTON ST W25
INDIANAPOLIS,IN46204 		  PC 2024 NE IN CONSERVATION FUNDRAISER 5,000

IVY TECH FOUNDATION INC

3800 N ANTHONY BLVD
FORT WAYNE,IN46835 		  PC A REASON TO TASTE ENTERTAINMENT SPON 1,500

KATE'S KART INC

10376 LEO ROAD SUITE A
FORT WAYNE,IN46825 		  PC SUNDAE LEVEL ICE CREAM SOCIAL SPONSO 2,500

KING'S CHAPEL ASSEMBLY

703 E JEFFERSON BLVD
FORT WAYNE,IN46802 		  PC FOR 2025 2,500

KIWANIS CLUB OF JOHN CHAPMAN FOUNDA

PO BOX 25723
FORT WAYNE,IN46825 		  PC AKTION CLUB SPONSOR 650

LATINOS COUNT INC

428 WEST SHERWOOD TERRACE
FORT WAYNE,IN46807 		  PC LUNCH AND POSITIVE PATHWAYS 2,500

LOVE FORT WAYNE

421 E COOK ROAD SUITE 30
FORT WAYNE,IN46825 		  PC GENERAL OPERATING EXPENSES 50,000

LOVE FORT WAYNE

421 E COOK ROAD SUITE 30
FORT WAYNE,IN46825 		  PC CHRISTMAS AT PSAC 5,000

LOVE FORT WAYNE PRAYERWORKS

1626 BROADWAY SUITE 135
FORT WAYNE,IN46802 		  PC PRAYERWORKS 10,000

MAD ANTHONY CHILDRENS FOUNDATION

10214 CHESNUT PLAZA DRIVE
FORT WAYNE,IN46814 		  PC GENERAL SUPPORT 10,000

MAKE-A-WISH FOUNDATION

921 E DUPONT ROAD 851
FORT WAYNE,IN46825 		  PC CHEERS FOR WISHES - FUND A WISH 2,500

MARTIN LUTHER KING (MLK) JR CLUB

PO BOX 15694
FORT WAYNE,IN468855694 		  PC 39TH ANNUAL DR. KING UNITY DAY CELEB 5,000

MARTIN LUTHER KING SCHOOL INC

6001 SOUTH ANTHONY BOULDV
FORT WAYNE,IN46816 		  PC SMART START SOIREE 1,000

MATTHEW 25 HEALTH AND CARE

413 E JEFFERSON BLVD
FORT WAYNE,IN46802 		  PC GENERAL DONATION 15,000

MATTHEW 25 HEALTH AND CARE

413 E JEFFERSON BLVD
FORT WAYNE,IN46802 		  PC GENERAL DONATION 5,000

MESSIAH LUTHERAN CHURCH

7211 STELLHORN ROAD
FORT WAYNE,IN46815 		  PC WORTHY CHRISTMAS CANTATA 5,000

MISSION MOTHERHOOD INC

101 ANMER HALL
FORT WAYNE,IN46845 		  PC 2024 MATERNAL MENTAL HEALTH CONFEREN 2,500

MISSION MOTHERHOOD INC

101 ANMER HALL
FORT WAYNE,IN46845 		  PC 2024 MATERNAL MENTAL HEALTH CONFEREN 2,500

MUSICAL ARTS INSTITUTE

9244 S LAFAYETTE AVE
CHICAGO,IL60620 		  PC DONATION TO THE ANNUAL FUND 2024 50,000

MUSTARD SEED FURNITURE BANK

3636 ILLINOIS ROAD
FORT WAYNE,IN46804 		  PC SHOWER THE SEED - SILVER SPONSOR 2,000

NEIGHBORHOOD HEALTH

PO BOX 11949
FORT WAYNE,IN46862 		  PC GENERAL ADMISSION 2024-2028 1 OF 5 200,000

OVERCOMING THROUGH MUSIC INC

2510 FARNSWORTH DRIVE 11
FORT WAYNE,IN468053131 		  PC EVENT SUPPORT 6,000

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 1,150,000

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 988,226

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 553,883

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 735,518

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 224,650

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 458,482

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 1,262,315

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 48,415

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 1,498,095

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 1,533,478

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 103,043

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 191,268

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 98,229

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 1,893,428

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 917,070

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 124,526

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 107,458

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 36,495

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 810,133

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		  PC UNRESTRICTED DONATION 150,508

PROJECTUSORGIN

3512 WATERTON COVE
FORT WAYNE,IN46804 		  PC 2024 CONTRIBUTION 200,000

PULSE OPERA HOUSE

PO BOX 631
WARREN,IN46792 		  PC GENERAL FUNDS 10,000

PURDUE FORT WAYNE

2101 E COLISEUM BLVD
FORT WAYNE,IN46805 		  GOV GENERAL SUPPORT 2,500

REDEMPTION HOUSE MINISTRIES

426 E WAYNE ST
FORT WAYNE,IN46802 		  PC BUTTERFLY GALA TABLE 2024 600

REDEMPTION HOUSE MINISTRIES

426 E WAYNE ST
FORT WAYNE,IN46802 		  PC CHARITABLE CONTRIBUTION 25,000

REDEMPTION HOUSE MINISTRIES

426 E WAYNE ST
FORT WAYNE,IN46802 		  PC CHARITABLE CONTRIBUTION 10,000

SARAH ZENT FOUNDATION

1102 MADGE AVE
FORT WAYNE,IN468031982 		  PC SARAH ZENT FOUNDATION MEMORIAL EVENT 2,500

SCAN INC

500 W MAIN STREET
FORT WAYNE,IN46802 		  PC 2024 BROWN BAG, PINWHEEL GALA, DUCK 6,750

SCAN INC

500 W MAIN STREET
FORT WAYNE,IN46802 		  PC 2025 BROWN BAG, DONOR PARTY, DUCK RA 7,500

SMITH ACADEMY FOR EXCELLENCE

6806 EMBERS CT
FORT WAYNE,IN46815 		  PC PROPERTY PURCHASE: 11819 RESERVATION 1,000,000

SOULMEDIC MEDIA GROUP INC

6429 OAKBROOK PKWY
FORT WAYNE,IN46825 		  PC 2024 PLEDGE 1 OF 2 175,000

SOULMEDIC MEDIA GROUP INC

6429 OAKBROOK PKWY
FORT WAYNE,IN46825 		  PC 2025 PLEDGE 2 OF 2 175,000

ST JOE UMC CHANCEL CHOIR

6004 REED ROAD
FORT WAYNE,IN46835 		  PC CARNEGIE HALL TRIP FUND 5,000

ST JOSEPH COMMUNITY HEALTH FOUNDAT

347 W BERRY ST
FORT WAYNE,IN46802 		  PC FOOD INSECURITIES IN SE FW 454,128

SUPER SHOT INC

1515 HOBSON RD
FORT WAYNE,IN46805 		  PC COMMUNITY IMMUNIZATION CLINICS 5,000

TAYLOR UNIVERSITY

236 WEST READE AVENUE
UPLAND,IN469891001 		  PC MAXIMIZING THE FUTURE 4,000,000

TERRANCE MILES YOUTH INITIATIVE INC

420 TREELINE COVE
FORT WAYNE,IN46825 		  PC GENERAL ADMINISTRATION 10,000

THE ART CENTER

3115 DEXTER DRIVE
FORT WAYNE,IN46816 		  PC JUNETEENTH CELEBRATION 10,000

THE BLANK CANVAS SOCIETY INC

557 CANDLELITE COURT
FORT WAYNE,IN468073601 		  PC GENERAL SUPPORT 1,000

THE CARRIAGE HOUSE

7151 HAZELETT ROAD
FORT WAYNE,IN46835 		  PC DANCING WITH THE FORT WAYNE STARS 20 5,000

THE LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 772395
DETROIT,MI482772395 		  PC GENERAL SUPPORT 2,500

THE MOM OF AN ADDICT INC

10214 CHESTNUT PLAZA DR
FORT WAYNE,IN46814 		  PC CONTRIBUTION 1 OF 2 12,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		  PC BUILDING IMPROVEMENTS 125,000

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		  PC UNRESTRICTED DONATION 7,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		  PC UNRESTRICTED DONATION 7,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		  PC UNRESTRICTED DONATION 7,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		  PC UNRESTRICTED DONATION 7,500

THE SALVATION ARMY

2901 N CLINTON STREET
FORT WAYNE,IN46805 		  PC GENERAL SUPPORT 500

TROY SCHOOL

1911 E BUSINESS 30
COLUMBIA CITY,IN46725 		  PC 2024 BAND TOGETHER SCHOLARSHIP 10,000

UNITED SOUND

1136 E HARMONY STE 201
MESA,AZ85204 		  PC DONATION 10,000

UNIVERSITY OF ST FRANCIS

2701 SPRING STREET
FORT WAYNE,IN46808 		  PC JESTERS PROGRAM DONATION 10,000

VETERANS NATIONAL MEMORIAL SHRINE A

PO BOX 26
ARCOLA,IN46704 		  PC GENERAL SUPPORT 2,500

VINCENT VILLAGE INC

2827 HOLTON AVENUE
FORT WAYNE,IN46806 		  PC BUILDING PROJECT 1 OF 2 1,125,000

VINCENT VILLAGE INC

2827 HOLTON AVENUE
FORT WAYNE,IN46806 		  PC IN MEMORY OF ALFRED ZACHER 500

WE CARRY KEVAN

7525 DIANE DRIVE
FORT WAYNE,IN46835 		  PC GENERAL SUPPORT 1,000

WEFAM BARBER ACADEMY INC

817 E BERRY STREET
FORT WAYNE,IN46803 		  PC BARBER ACADEMY 50,000

WEFAM INC

817 E BERRY STREET
FORT WAYNE,IN46803 		  PC DONATION 2,500

WOODSIDE MIDDLE SCHOOL PTC

2310 W HAMILTON ROAD SOUT
FORT WAYNE,IN46814 		  PC WARRIOR 5K/FUN RUN 2024 500

WORLD BASEBALL ACADEMY INC

1701 FREEMAN STREET
FORT WAYNE,IN46802 		  PC GENERAL SUPPORT 5,000

YMCA OF FORT WAYNE

347 W BERRY ST SUITE 50
FORT WAYNE,IN46802 		  PC GENERAL SUPPORT 600
Total .................................right arrow 3a 23,943,913
bApproved for future payment

ALLEN COUNTY YOUTH CHAPLAINCY INC
6918 ROCKCROFT COURT
FORT WAYNE,IN46835 		  PC GENERAL SUPPORT 50,000

ARTS UNITED OF GREATER FORT WAYNE
300 E MAIN STREET
FORT WAYNE,IN46802 		  PC CONTRIBUTION 500,000

AUDIENCES UNLIMITED INC
1005 W RUDISILL BLVD SU
FORT WAYNE,IN46807 		  PC DONATION MATCH 8,000

COMMUNITY FOUNDATION DEKALB COUNTY
PO BOX 111
AUBURN,IN46706 		  PC TRANSFORMING COMMUNITIES 25,000

GROW ALLEN INC
SUITE 800
FORT WAYNE,IN46802 		  PC CONTRIBUTION 75,000

GROW ALLEN INC
SUITE 800
FORT WAYNE,IN46802 		  PC CONTRIBUTION 75,000

HUMANE FORT WAYNE
4914 S HANNA STREET
FORT WAYNE,IN46806 		  PC CAPITAL CAMPAIGN 2 OF 3 250,000

HUMANE FORT WAYNE
4914 S HANNA STREET
FORT WAYNE,IN46806 		  PC CAPITAL CAMPAIGN 3 OF 3 250,000

NEIGHBORHOOD HEALTH
PO BOX 11949
FORT WAYNE,IN46862 		  PC GENERAL ADMISSION 2024-2028 2 OF 5 200,000

NEIGHBORHOOD HEALTH
PO BOX 11949
FORT WAYNE,IN46862 		  PC GENERAL ADMISSION 2024-2028 3 OF 5 200,000

NEIGHBORHOOD HEALTH
PO BOX 11949
FORT WAYNE,IN46862 		  PC GENERAL ADMISSION 2024-2028 4 OF 5 200,000

NEIGHBORHOOD HEALTH
PO BOX 11949
FORT WAYNE,IN46862 		  PC GENERAL ADMISSION 2024-2028 5 OF 5 200,000

OAK FARM MONTESSORI SCHOOL
502 LEMPER ROAD
AVILLA,IN46710 		  PC HIGH SCHOOL SOUND STUDIO 5,000

TAYLOR UNIVERSITY
236 WEST READE AVENUE
UPLAND,IN469891001 		  PC MAXIMIZING THE FUTURE 2,000,000

TAYLOR UNIVERSITY
236 WEST READE AVENUE
UPLAND,IN469891001 		  PC MAXIMIZING THE FUTURE 2,000,000

TAYLOR UNIVERSITY
236 WEST READE AVENUE
UPLAND,IN469891001 		  PC MAXIMIZING THE FUTURE 2,000,000

THE MOM OF AN ADDICT INC
10214 CHESTNUT PLAZA DR
FORT WAYNE,IN46814 		  PC CONTRIBUTION 2 OF 2 12,500

VINCENT VILLAGE INC
2827 HOLTON AVENUE
FORT WAYNE,IN46806 		  PC BUILDING PROJECT 2 OF 2 1,125,000

WE CARRY KEVAN
7525 DIANE DRIVE
FORT WAYNE,IN46835 		  PC GENERAL SUPPORT 1,000
Total ................................. right arrow 3b 9,176,500
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,092,278  
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 4,072,047  
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) ..   5,164,325  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,164,325
(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:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DULIN, WARD & DEWALD, INC. 1,890     1,890

TY 2024 InvestmentsCorpBondsSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Name of Bond End of Year Book Value End of Year Fair Market Value
JPM US FIXED INCOME 1,029,709 1,020,604

TY 2024 InvestmentsCorpStockSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Name of Stock End of Year Book Value End of Year Fair Market Value
EAFE EQUITY 7,903,785 8,286,432
EUROPEAN LARGE CAP EQUITY 420,110 423,741
JAPANESE LARGE CAP EQUITY 1,751,845 1,723,656
ASIA EX-JAPAN EQUITY 698,909 635,846
GLOBAL EQUITY 6,122,765 8,551,641
US MID CAP EQUITY 666,460 875,206
US LARGE CAP EQUITY 24,962,457 32,335,416

TY 2024 InvestmentsOtherSchedule2
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OFFSHORE SICAV-RAIF SCSP - CLASS AT COST 1,866,826 2,056,185
OFFSHORE SICAF-RAIF SCSP AT COST 326,830 313,630
OFFSHORE SICAF-RAIF SCSP AT COST 160,254 168,055

TY 2024 LegalFeesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CARSON LLP 1,950     1,950


TY 2024 OtherIncreasesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Description Amount
COST ADJUSTMENTS 29,175


TY 2024 OtherProfessionalFeesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JPMORGAN - INVESTMENT FEES 172,154 172,154    
INVESTMENT DEPOSITORY FEES 1,042 1,042    
ED KOMINOWSKI - CONSULTING 64,384     64,384


TY 2024 TaxesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,239 4,239    
EXCISE TAXES 21,291