Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
FORT WAYNE
State or province
IN
Country  
ZIP or foreign postal code
46804
A Employer identification number

87-1894981
B Telephone number (see instructions)

2604320370
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$55,514,873J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 873,615 873,615  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,323,381
b Gross sales price for all assets on line 6a 20,101,074
7 Capital gain net income (from Part IV, line 2)... 4,323,381
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
71    
12 Total. Add lines 1 through 11........ 5,197,067 5,196,996  
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
64     64
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,200     2,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
271,467 271,467    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
124,869 4,831    
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
3,046      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 401,646 276,298   2,264
25 Contributions, gifts, grants paid....... 12,990,030 7,380,030
26 Total expenses and disbursements. Add lines 24 and 25 ................ 13,391,676 276,298   7,382,294
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,194,609
b Net investment income (if negative, enter -0-) 4,920,698
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 29,398 122,054 122,054
2 Savings and temporary cash investments......... 1,563,963 645,144 647,227
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 42,526,331 Click to see attachment
List of Attached Documents:
// Content
34,814,120 		50,545,894
c Investments—corporate bonds (attach schedule)....... 1,029,709    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,353,910 Click to see attachment
List of Attached Documents:
// Content
3,675,680 		4,199,698
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 47,503,311 39,256,998 55,514,873
Liabilities 17 Accounts payable and accrued expenses.......... 11,550,910 11,284,410
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 11,550,910 11,284,410
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 35,952,401 27,972,588
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 35,952,401 27,972,588
30 Total liabilities and net assets/fund balances (see instructions). 47,503,311 39,256,998
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
35,952,401
2
Enter amount from Part I, line 27a .....................
2
-8,194,609
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
250,019
4
Add lines 1, 2, and 3 ..........................
4
28,007,811
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
35,223
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
27,972,588
Form 990-PF (2025)
Form 990-PF (2025)
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 2024-01-01 2025-12-31
b PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31
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 16,922,523   12,963,513 3,959,010
b 3,178,551   2,814,180 364,371
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       3,959,010
b       364,371
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 4,323,381
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 3 364,371
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 68,398
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 68,398
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 68,398
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 69,320
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 69,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 922
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax922 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
IN
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 2025 or the taxable year beginning in 2025? 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 addressSURACKFAMILYFOUNDATION.COM
14
The books are in care ofSUZANNE GENDRON Telephone no. (260) 432-0370

Located at7100 W JEFFERSON BLVDFORT WAYNEIN ZIP+446804
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
56,261,454
b
Average of monthly cash balances.......................
1b
996,148
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
57,257,602
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
57,257,602
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
858,864
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
56,398,738
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,819,937
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,819,937
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
68,398
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
68,398
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,751,539
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,751,539
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
2,751,539
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, line 26, column (d) ..........
1a
7,382,294
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
7,382,294
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,751,539
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 1,077,278
c From 2022...... 6,335,823
d From 2023...... 5,604,189
e From 2024...... 20,624,425
f Total of lines 3a through e ........ 33,641,715
4Qualifying distributions for 2025 from Part
XI, line 4: $ 7,382,294
a Applied to 2024, 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 2025 distributable amount..... 2,751,539
e Remaining amount distributed out of corpus 4,630,755
5 Excess distributions carryover applied to 2025.    
(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 38,272,470
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		38,272,470
10 Analysis of line 9:
a Excess from 2021 .... 1,077,278
b Excess from 2022 .... 6,335,823
c Excess from 2023 .... 5,604,189
d Excess from 2024 .... 20,624,425
e Excess from 2025 .... 4,630,755
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 GEOGRAPHIC 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 (2025)
Form 990-PF (2025)
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 SUITE
FORT WAYNE,IN46815 		    GENERAL SUPPORT 1,000

ADVANCING AMERICAN FREEDOM FOUNDATI

801 PENNSYLVANIA AVENUE N
WASHINGTON,DC20004 		    GENERAL SUPPORT 100,000

AMANI FAMILY SERVICES

5104 N CLINTON STREET
FORT WAYNE,IN46825 		    GENERAL SUPPORT 62,500

AMANI FAMILY SERVICES

5104 N CLINTON STREET
FORT WAYNE,IN46825 		    GENERAL SUPPORT 62,500

ANGOLA PERFORMING ARTS ACADEMY

45 S PUBLIC SQUARE
ANGOLA,IN46703 		    GENERAL SUPPORT 1,000

AUBURN CORD DUESENBERG AUTOMOBILE M

1600 WAYNE STREET
AUBURN,IN46706 		    2025 DRIVING EXPERIENCE SUPPORT 15,000

AYERS COMMUNICATION INC

3801 WEISSER PARK AVENUE
FORT WAYNE,IN46806 		    14TH ANNUAL SUMMIT CITY COMMUNITY FE 10,000

BE THE EDGE FORT WAYNE INC

1436 CROSLEY DRIVE
FORT WAYNE,IN46804 		    GENERAL SUPPORT 25,000

BELIEVE IN A DREAM

PO BOX 15087
FORT WAYNE,IN46885 		    OPERATING 2025 40,000

BELIEVE IN A DREAM

PO BOX 15087
FORT WAYNE,IN46885 		    MATCHING 10,000

BETHEL UNIVERSITY INC

1001 BETHEL CIRCLE
MISHAWAKA,IN46545 		    STARTING SMALL SUMMIT 2025 3,000

BIG HEARTS COMMUNITY PROJECTS

3510 SMITH STREET
FORT WAYNE,IN46806 		    SEED FUNDING FOR PROGRAM EXPANSION 25,000

BLESSINGS IN A BACKPACK

111 E WAYNE STE 555
FORT WAYNE,IN46802 		    GENERAL SUPPORT 2,500

BOYS & GIRLS CLUBS OF FORT WAYNE

2609 FAIRFIELD AVE
FORT WAYNE,IN46807 		    GENERAL SUPPORT 100,000

BRIDGE OF GRACE

909 ELMROW DRIVE
FORT WAYNE,IN46806 		    HOUSING INITIATIVE 250,000

BRIDGE OF GRACE

909 ELMROW DRIVE
FORT WAYNE,IN46806 		    GENERAL SUPPORT 100,000

BUILDING A STRONGER FAMILY INC

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

CANTERBURY SCHOOL

5601 COVINGTON ROAD
FORT WAYNE,IN46804 		    GENERAL SUPPORT 83,935

CANTERBURY SCHOOL

5601 COVINGTON ROAD
FORT WAYNE,IN46804 		    GENERAL SUPPORT 840,654

CASS HOUSING

PO BOX 10778
FORT WAYNE,IN46853 		    GENERAL SUPPORT 5,000

CENTER FOR RESEARCH ON THE STATUS O

2118 ARDMORE AVE 163
FORT WAYNE,IN46802 		    MCMILLEN PARK CONCERT 50,000

CENTER FOR RESEARCH ON THE STATUS O

2118 ARDMORE AVE 163
FORT WAYNE,IN46802 		    AYANNA PATTERSON EMPOWER FORWARD SKI 5,000

CENTER FOR RESEARCH ON THE STATUS O

2118 ARDMORE AVE 163
FORT WAYNE,IN46802 		    HOLIDAY DONATION 7,500

CHARACTER & SKILLS BASKETBALL ACADE

5020 WOODWAY DR
FORT WAYNE,IN46835 		    GENERAL SUPPORT 50,000

COMMUNITY FOUNDATION GREATER FORT W

555 E WAYNE STREET
FORT WAYNE,IN46802 		    RENAISSANCE CAR SHOW 200

COMMUNITY FOUNDATION GREATER FORT W

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

COMMUNITY FOUNDATION GREATER FORT W

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

COMMUNITY FOUNDATION GREATER FORT W

555 E WAYNE STREET
FORT WAYNE,IN46802 		    FORT WAYNE UNITED FUND 100,000

COMMUNITY HARVEST FOOD BANK

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

COURAGEOUS HEALING INC

PO BOX 10156
FORT WAYNE,IN46850 		    GENERAL SUPPORT 100,000

DASHMESH CHARITABLE TRUST INC

15020 ILLINOIS ROAD
FORT WAYNE,IN46814 		    ANNUAL COMMUNITY PICNIC 500

DREAM CENTER FW INC

1615 E WALLACE STREET
FORT WAYNE,IN46803 		    GENERAL SUPPORT 75,000

ERIN'S HOUSE

5670 YMCA PARK DRIVE WEST
FORT WAYNE,IN46835 		    THE WING PROJECT 50,000

FORT WAYNE BALLET

300 E MAIN STREET
FORT WAYNE,IN46802 		    OPERATING SUPPORT / ANNUAL FUND DIAM 5,000

FORT WAYNE ZOOLOGICAL SOCIETY INC

3411 SHERMAN BLVD
FORT WAYNE,IN46808 		    TRAIN ENGINE REPLACEMENT 25,000

FORT WAYNE PHILHARMONIC ORCHESTRA I

4901 FULLER DRIVE
FORT WAYNE,IN46835 		    2025-2026 ANNUAL FUND 50,000

FORT WAYNE URBAN LEAGUE INC

2135 S HANNA STREET
FORT WAYNE,IN46803 		    GENERAL SUPPORT 25,000

FORT WAYNE URBAN LEAGUE INC

2135 S HANNA STREET
FORT WAYNE,IN46803 		    2025 SPONSORSHIPS 5,000

FOX LAKE PRESERVATION FOUNDATION

115 LANE 130A FOX LAKE
ANGOLA,IN46703 		    9TH ANNUAL FOX LAKE LTN PLATINUM SPO 5,000

HARVESTER HOMECOMING INC

5912 HINSDALE LANE
FORT WAYNE,IN46835 		    HARVESTER HOMECOMING 2025 5,000

HEALTHVISIONS MIDWEST INC

HIGHWAY AVENUE 2914SUITE
HIGHLAND,IN46322 		    FORT WAYNE BREAKFAST 1,000

HOPE ALIVE INC

1747 N WELLS STREET
FORT WAYNE,IN46808 		    GENERAL SUPPORT 5,000

HOUSING OPPORTUNITIES PROGRAM

7315 S HANNA STREET
FORT WAYNE,IN46816 		    METRO YOUTH LEAGUE 5,000

HUMAN AGRICULTURAL COOPERATIVE

4617 BARRINGTON DRIVE
FORT WAYNE,IN46806 		    GENERAL SUPPORT 4,470

HUNTINGTON UNIVERSITY

2303 COLLEGE AVE
HUNTINGTON,IN46750 		    BASKETBALL SPONSORSHIP 5,000

INDIANA BLACK EXPO FORT WAYNE

114 THREE RIVER EAST
FORT WAYNE,IN46802 		    2025 SPONSORSHIP 15,000

INDIANA INSTITUTE OF TECHNOLOGY INC

1600 E WASHINGTON BLVD
FORT WAYNE,IN46803 		    JUNCTION 36 500,000

IVY TECH FOUNDATION INC

3800 N ANTHONY BLVD
FORT WAYNE,IN46805 		    2025 A REASON TO TASTE ENTERTAINMENT 1,500

JUNIOR ACHIEVEMENT FOUNDATION

550 E WALLEN RD
FORT WAYNE,IN46825 		    2025 BEL AWARDS 5,000

KATE'S KART INC

10376 LEO ROAD SUITE A
FORT WAYNE,IN46825 		    ICE CREAM SOCIAL 2,500

LATINOS COUNT INC

428 WEST SHERWOOD TERRACE
FORT WAYNE,IN46807 		    VIVA COLLEGE SCHOLARSHIP 2,500

LEGION OF CHRIST COLLEGE INC

475 OAK AVENUE
CHESHIRE,CT06410 		    JOURNEY OF HOPE GALA 5,000

LIFE RESTORATION SERVICES INC

3000 EAST STATE BLVD
FORT WAYNE,IN46805 		    THE LIGHTHOUSE 5,000

LOVE FORT WAYNE

421 E COOK ROAD SUITE 30
FORT WAYNE,IN46825 		    GENERAL ADMINISTRATION 50,000

LOVE FORT WAYNE

421 E COOK ROAD SUITE 30
FORT WAYNE,IN46825 		    ELEMENTARY SCHOOL SWEATSHIRTS 22,919

LOVE FORT WAYNE

421 E COOK ROAD SUITE 30
FORT WAYNE,IN46825 		    CHRISTMAS AT PEARL STREET ARTS CENTE 5,000

LOVE FORT WAYNE

421 E COOK ROAD SUITE 30
FORT WAYNE,IN46825 		    SPONSORSHIP OF DAYS PRAYERWORKS 1,000

LOVE FORT WAYNE

1626 BROADWAY SUITE 135
FORT WAYNE,IN46802 		    GENERAL SUPPORT 10,000

MAD ANTHONY CHILDRENS FOUNDATION

10214 CHESNUT PLAZA DRIVE
FORT WAYNE,IN46814 		    RED COAT GALA & PRO-AM 10,000

MAKE-A-WISH FOUNDATION

921 E DUPONT ROAD 851
FORT WAYNE,IN46825 		    CHEERS FOR WISHES FORT WAYNE 2,500

MARIAN UNIVERSITY

3200 COLD SPRING ROAD
INDIANAPOLIS,IN46222 		    KLIPSCH EDUCATORS COLLEGE INITIATIVE 300,000

MARTIN LUTHER KING JR CLUB INC

PO BOX 15694
FORT WAYNE,IN46885 		    ANNUAL DR KING UNITY DAY 1,000

MATTHEW 25 INC

413 E JEFFERSON BLVD
FORT WAYNE,IN46802 		    2025 SPONSORSHIP 20,000

MUSICAL ARTS INSTITUTE

9244 S LAFAYETTE AVE
CHICAGO,IL60620 		    ANNUAL FUND 2025 50,000

NEW HOPE GIRLS INC

4741 BAYCEDAR LANE
SARASOTA,FL34241 		    GENERAL SUPPORT 2,500

OUT OF A JAM INC

322 W WOODLAND AVE
FORT WAYNE,IN46807 		    GENERAL ADMINISTRATION 10,000

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		    GENERAL SUPPORT 400,000

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		    GENERAL SUPPORT 670,342

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		    GENERAL SUPPORT 77,900

PEARL ARTS INC

7100 W JEFFERSON BLVD
FORT WAYNE,IN46804 		    GENERAL SUPPORT 500,000

CAMP POSSABILITY INC

1221 OAK TRAIL CT
FORT WAYNE,IN46845 		    GENERAL SUPPORT 2,500

POWER 2 INSPIRE FOUNDATION

570 PIERMONT ROAD SUITE
CLOSTER,NJ07624 		    GENERAL SUPPORT 50,000

PROJECTUSORGIN

3512 WATERTON COVE
FORT WAYNE,IN46804 		    GENERAL SUPPORT 200,000

PURDUE UNIVERSITY FORT WAYNE

2101 E COLISEUM BLVD
FORT WAYNE,IN46805 		    GENERAL SUPPORT 1,000,000

SARAH ZENT FOUNDATION

1102 MADGE AVE
FORT WAYNE,IN46803 		    GENERAL SUPPORT 250

SNIDER PERFORMING ARTS BOOSTERS

4600 FAIRLAWN PASS
FORT WAYNE,IN46815 		    NICHOLAS JAZZ FESTIVAL 500

SOULMEDIC MEDIA GROUP INC

6429 OAKBROOK PKWY
FORT WAYNE,IN46825 		    GENERAL SUPPORT 175,000

SOULMEDIC MEDIA GROUP INC

6429 OAKBROOK PKWY
FORT WAYNE,IN46825 		    GENERAL SUPPORT 175,000

ST JOSEPH COMMUNITY HEALTH FOUNDAT

347 W BERRY ST SUITE 101
FORT WAYNE,IN46802 		    FOOD INSECURITY 45,872

THE ART CENTER

3115 DEXTER DRIVE
FORT WAYNE,IN46816 		    JUNETEENTH CELEBRATION 5,000

FORT WAYNE CLUBHOUSE INC

7151 HAZELETT ROAD
FORT WAYNE,IN46835 		    DANCING WITH THE FT. WAYNE STARS 5,000

CANCER PATIENTS ASSISTANCE FUND INC

6041 STELLHORN ROADBOX 15
FORT WAYNE,IN46885 		    GENERAL SUPPORT 500

THE HONEYWELL FOUNDATION INC

275 W MARKET STREET
WABASH,IN46992 		    ARTS IN EDUCATION PROGRAM - VISUAL T 15,000

THE KINGS & QUEENS BOXING FOUNDATIO

3925 HESSEN CASSEL RD A
FORT WAYNE,IN46806 		    GENERAL SUPPORT 5,000

LEAGUE FOR THE BLIND AND DISABLED I

5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    BUILDING EXPANSION 250,000

LEAGUE FOR THE BLIND AND DISABLED I

5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 50,000

THE LEUKEMIA AND LYMPHOMA SOCIETY

PO BIX 772395
DETROIT,MI48277 		    VISIONARIES OF THE YEAR 3,500

THE LEUKEMIA AND LYMPHOMA SOCIETY I

PO BOX 772395
DETROIT,MI48277 		    LLS STUDENT VISIONARY OF THE YEAR 1,000

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		    GENERAL SUPPORT 7,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		    GENERAL SUPPORT 7,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		    GENERAL SUPPORT 7,500

THE POINTE CHURCH

5335 BASS RD
FORT WAYNE,IN46808 		    GENERAL SUPPORT 7,500

THE FORT WAYNE RESCUE MISSION MINIS

404 E WASHINGTON BLVD
FORT WAYNE,IN46802 		    GENERAL SUPPORT 75,000

TROY SCHOOL

PO BOX 1002
COLUMBIA CITY,IN46725 		    GENERAL SUPPORT 10,000

TURNSTONE CENTER FOR CHILDREN AND A

3320 NORTH CLINTON
FORT WAYNE,IN46805 		    2025 CENTER STAGE SPONSORSHIP 20,000

UNITED ADORATION

921 E DUPONT RD SUITE
FORT WAYNE,IN46825 		    GENERAL SUPPORT 25,000

UNITED SOUND

1136 E HARMONY STE 201
MESA,AZ85204 		    GENERAL SUPPORT 5,000

UNIVERSITY OF SAINT FRANCIS OF FORT

2701 SPRING STREET
FORT WAYNE,IN46808 		    JESTERS 5,000

WEFAM BARBER ACACADEMY

817 E BERRY STREET
FORT WAYNE,IN46803 		    BARBER ACADEMY 20,000

WORLD BASEBALL ACADEMY INC

1701 FREEMAN STREET
FORT WAYNE,IN46802 		    DINNER ON THE DIAMOND 5,000

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 10,924

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 8,057

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 6,153

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 6,410

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 6,142

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 5,000

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 7,404

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 5,000

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 13,327

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 6,789

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 5,266

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 6,266

THE ONE QUESTION FOUNDATION INC

2275 MILAGRO BLVD
FORT WAYNE,IN46845 		    GENERAL SUPPORT 7,000

METROPOLITAN YOUNG MENS CHRISTIAN A

347 W BERRY ST SUITE 50
FORT WAYNE,IN46802 		    GOOD FRIDAY BREAKFAST 750
Total ................................. 3a 7,380,030
bApproved for future payment

BISHOP LUERS HIGH SCHOOL
333 EAST PAULDING ROAD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 250,000

BISHOP LUERS HIGH SCHOOL
333 EAST PAULDING ROAD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 250,000

BISHOP LUERS HIGH SCHOOL
333 EAST PAULDING ROAD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 250,000

BISHOP LUERS HIGH SCHOOL
333 EAST PAULDING ROAD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 250,000

BRIDGE OF GRACE
909 ELMROW DRIVE
FORT WAYNE,IN46806 		    HOUSING INITIATIVE 250,000

COMMUNITY FOUNDATION GREATER FORT W
555 E WAYNE STREET
FORT WAYNE,IN46802 		    FORT WAYNE UNITED FUND 100,000

COMMUNITY FOUNDATION GREATER FORT W
555 E WAYNE STREET
FORT WAYNE,IN46802 		    FORT WAYNE UNITED FUND 100,000

COURAGEOUS HEALING INC
PO BOX 10156
FORT WAYNE,IN46850 		    GENERAL SUPPORT 100,000

COURAGEOUS HEALING INC
PO BOX 10156
FORT WAYNE,IN46850 		    GENERAL SUPPORT 100,000

EASTERSEALS NORTHERN INDIANA INC
4919 COLDWATER ROAD
FORT WAYNE,IN46825 		    GENERAL SUPPORT 100,000

EASTERSEALS NORTHERN INDIANA INC
4919 COLDWATER ROAD
FORT WAYNE,IN46825 		    GENERAL SUPPORT 100,000

EASTERSEALS NORTHERN INDIANA INC
4919 COLDWATER ROAD
FORT WAYNE,IN46825 		    GENERAL SUPPORT 100,000

FORT WAYNE URBAN LEAGUE INC
2135 S HANNA STREET
FORT WAYNE,IN46803 		    GENERAL SUPPORT 25,000

FORT WAYNE URBAN LEAGUE INC
2135 S HANNA STREET
FORT WAYNE,IN46803 		    GENERAL SUPPORT 25,000

HUNTINGTON UNIVERSITY
2303 COLLEGE AVE
HUNTINGTON,IN46750 		    BASKETBALL SPONSORSHIP 5,000

HUNTINGTON UNIVERSITY
2303 COLLEGE AVE
HUNTINGTON,IN46750 		    BASKETBALL SPONSORSHIP 5,000

INDIANA INSTITUTE OF TECHNOLOGY INC
1600 E WASHINGTON BLVD
FORT WAYNE,IN46803 		    JUNCTION 36 500,000

PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVD
FORT WAYNE,IN46805 		    GENERAL SUPPORT 2,000,000

SOUTHWEST MONTESSORI ACADEMY INC
1625 MAGNAVOX WAY STE B
FORT WAYNE,IN46804 		    GENERAL SUPPORT 50,000

SOUTHWEST MONTESSORI ACADEMY INC
1625 MAGNAVOX WAY STE B
FORT WAYNE,IN46804 		    GENERAL SUPPORT 50,000

LEAGUE FOR THE BLIND AND DISABLED I
5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    BUILDING EXPANSION 250,000

LEAGUE FOR THE BLIND AND DISABLED I
5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    BUILDING EXPANSION 250,000

LEAGUE FOR THE BLIND AND DISABLED I
5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    BUILDING EXPANSION 250,000

LEAGUE FOR THE BLIND AND DISABLED I
5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 50,000

LEAGUE FOR THE BLIND AND DISABLED I
5821 S ANTHONY BLVD
FORT WAYNE,IN46816 		    GENERAL SUPPORT 50,000

THE FORT WAYNE RESCUE MISSION MINIS
404 E WASHINGTON BLVD
FORT WAYNE,IN46802 		    GENERAL SUPPORT 75,000

THE FORT WAYNE RESCUE MISSION MINIS
404 E WASHINGTON BLVD
FORT WAYNE,IN46802 		    GENERAL SUPPORT 75,000
Total ................................. 3b 5,610,000
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 873,615  
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 4,323,381  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 71  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   5,197,067  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,197,067
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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. 2,200     2,200

TY 2025 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    

TY 2025 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 7,165,944 9,421,310
EUROPEAN LARGE CAP EQUITY 163,469 218,068
JAPANESE LARGE CAP EQUITY 1,473,765 1,726,842
ASIA EX-JAPAN EQUITY 609,958 640,863
GLOBAL EQUITY 5,201,591 8,135,101
US MID CAP EQUITY    
US LARGE CAP EQUITY 20,199,393 30,403,710

TY 2025 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 2,539,894 3,043,595
OFFSHORE SICAV-RAIF SCSP AT COST 624,476 644,863
OFFSHORE SICAV-RAIF SCSP AT COST 315,622 324,575
OFFOSRE SICAV-RAIF SCSP AT COST 195,688 186,665

TY 2025 LegalFeesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CARSON LLP 64     64


TY 2025 OtherDecreasesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Description Amount
COST BASIS REDUCTION 35,223


TY 2025 OtherExpensesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE SUPPLIES 300      
PENALTIES AND INTEREST 2,746      


TY 2025 OtherIncomeSchedule2
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 71    


TY 2025 OtherIncreasesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Description Amount
RETURN OF CONTRIBUTIONS 250,000
COST BASIS ADJUSTMENT 19


TY 2025 OtherProfessionalFeesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JPMORGAN - INVESTMENT FEES 267,689 267,689    
INVESTMENT DEPOSITORY FEES 3,778 3,778    


TY 2025 TaxesSchedule
Name:
SURACK FAMILY FOUNDATION INC
EIN:
87-1894981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,831 4,831    
EXCISE TAXES 120,038