2024-04-02T12:24:05-05:00 2023-12-31 420714325 RSM US LLP 4622 Pennsylvania Ave Ste 1100 Kansas City MO 64112 990PF 2023-01-01 352023590 Welter Foundation Inc WELT 5745962543 21027 Riverbrook Ln Bristol IN 46507 Edward P Welter President 5745962543 2024-04-01 1 Edward Welter XXX-XX-XXXX 1 Kevin Ensminger P01310558 8167533000 2024-04-01 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 13831180 X X 137678 102371 330449 1786322 330449 468127 432820 0 0 0 150 0 150 5000 5000 0 86365 86365 0 5510 2030 0 1600 1600 0 98625 94995 150 563629 563629 662254 94995 563779 -194127 337825 6166 22707 22707 53323 199857 199857 7229295 6872493 13608616 7288784 7095057 13831180 0 0 X 0 0 0 0 7288784 7095057 7288784 7095057 7288784 7095057 7288784 -194127 400 7095057 0 7095057 Publicly Traded Securities 1786322 1455873 330449 330449 330449 4696 0 4696 0 4696 10023 0 0 0 10023 0 5327 5327 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Jill Sigsbee 5745962543 21027 Riverbrook Ln Bristol IN 46507 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Edward P Welter PO Box 1279 Bristol IN 46507 President & Director 0.01 0 0 0 Cynthia S Gillard 861 Parkway Avenue Elkhart IN 46516 Secretary & Director 0.01 0 0 0 Jill R Sigsbee 21027 Riverbrook Lane Bristol IN 46507 Director 0.01 0 0 0 Jack Welter 21027 Riverbrook Lane Bristol IN 46507 Director 0.01 0 0 0 Wilhelmina J Welter 21027 Riverbrook Lane Bristol IN 46507 Director 0.01 0 0 0 NONE 0 National Financial Services LLC 499 Washington Blvd Jersey City NJ 07310 Investment Management Fees 86365 0 0 11444210 496986 0 11941196 0 0 11941196 179118 11762078 588104 588104 4696 4696 583408 400 583808 0 583808 563779 0 563779 583808 0 0 85795 67998 153793 563779 0 0 0 563779 0 20029 20029 133764 0 0 0 0 0 0 0 133764 65766 67998 Edward P Welter Wilhelmina J Welter X Bashor Children's Home 62226 CO RD 15 Goshen IN 46527 PC Exempt purpose of organization 2500 Beacon Health Foundation Inc 615 N Michigan Street South Bend IN 46601 PC Exempt purpose of organization 127500 Boys and Girls Club of Elkhart County PO Box 1538 Elkhart IN 46515 PC Exempt purpose of organization 3500 Cancer Resources for Elkhart County Inc 23971 US Hwy 33 Elkhart IN 465173508 PC Exempt purpose of organization 500 Center for Hospice Care 501 Comfort Place Mishawaka IN 46545 PC Exempt purpose of organization 6000 Child and Parent Services Inc 1000 West Hively Ave Elkhart IN 46517 PC Exempt purpose of organization 30000 Community Foundation of Elkhart County Inc 300 Nibco Pkwy Suite 301 Elkhart IN 46516 PC Exempt purpose of organization 150 E3 Robotics Center Inc 3709 Cassopolis Street Suite E Elkhart IN 465146772 PC Exempt purpose of organization 5000 Economic Development Corporation of Elkhart County Inc 300 Nibco Pkwy Suite 201 Elkhart IN 46516 PC Exempt purpose of organization 5000 Edwardsburg Sports Complex 69410 Section Street Edwardsburg MI 49112 PC Exempt purpose of organization 5800 Elkhart County Symphony Association PO Box 144 Elkhart IN 465150144 PC Exempt purpose of organization 1000 Elkhart Festivals Inc PO Box 2415 Elkhart IN 46516 PC Exempt purpose of organization 10000 Girls on the Run Michiana PO Box 252 Notre Dame IN 46556 PC Exempt purpose of organization 5000 Historic Elkhart River Queen Inc 722 Middleton Run Road Elkhart IN 46516 PC Exempt purpose of organization 25000 Junior Achievement USA 1 Education Way Colorado Springs CO 80906 PC Exempt purpose of organization 2000 Lexington House of Elkhart Inc 2626 Prairie St Elkhart IN 465172127 PC Exempt purpose of organization 3115 Lolin Inc dba Love of Labs IN 8063 Madison Ave Suite 235 Indianapolis IN 46227 PC Exempt purpose of organization 500 Loveway Inc 54151 CR 33 Middlebury IN 46540 PC Exempt purpose of organization 2500 Make A Wish Foundation of America 1702 E Highland Avenue Ste 400 Phoenix AZ 85016 PC Exempt purpose of organization 1500 Michiana Public Broadcasting Corporation (WNIT) 300 W Jackson Boulevard South Bend IN 46601 PC Exempt purpose of organization 5000 Patron of the Arts in Rural Communities PO Box 23 Beaver Island MI 497820023 PC Exempt purpose of organization 2500 Pga Tour First Tee Foundation Inc 13000 Sawgrass Village Cir Ste 4 Ponte Vedra Beach FL 32082 PC Exempt purpose of organization 1500 Premier Arts Inc 410 South Main Street Elkhart IN 46516 PC Exempt purpose of organization 32700 Scholarship America Inc 59117 Minuteman Way Elkhart IN 46517 PC Exempt purpose of organization 2500 St Johns Episcopal Church 226 West Lexington Avenue Elkhart IN 46516 PC Exempt purpose of organization 28000 St Thomas the Apostle Catholic School 7377 SW 64th St South Miami FL 33143 PC Exempt purpose of organization 4500 The Crossing National Inc 515 S Main Street Elkhart IN 46516 PC Exempt purpose of organization 5000 The Humane Society of Elkhart County Inc 54687 County Road 19 Bristol IN 46507 PC Exempt purpose of organization 2500 The Ruthmere Foundation 302 East Beardsley Avenue Elkhart IN 46514 POF Exempt purpose of organization 3000 The Salvation Army 300 North Main Street Elkhart IN 46515 EOF Exempt purpose of organization 10000 Tolson Center Inc 1320 Benham Avenue Elkhart IN 46516 PC Exempt purpose of organization 100000 Tumaini Fund USA 553 Galleon Drive Naples FL 34102 PC Exempt purpose of organization 34814 United Way of Elkhart County PO Box 3048 Elkhart IN 46515 PC Exempt purpose of organization 25000 Upper St Joe River Rats Inc 2300 E Jackson Boulevard Elkhart IN 465164640 PC Exempt purpose of organization 1000 Wellfield Botanic Gardens Inc 1011 North Main Street Elkhart IN 46514 PC Exempt purpose of organization 50000 Women's Care Center 360 N Notre Dame Ave South Bend IN 46617 PC Exempt purpose of organization 2000 Young Life 420 N Cascade Avenue Colorado Springs CO 80903 PC Exempt purpose of organization 1000 YWCA North Central Indiana Inc 1102 South Fellows Street South Bend IN 46601 PC Exempt purpose of organization 16050 563629 0 14 137678 18 330449 0 468127 0 468127 1 0 0 0 0 0 0 0 0 1a(1) 400 Maennerchor Club Contribution 0 Accounting Fees 5000 5000 0 The Ruthmere Foundation 302 East Beardsley Avenue Elkhart IN 46514 2023-12-11 3000 Funds committed to seeing the Ruthmere Campus thrive now and forever, to provide permanent sustainability. 3000 No funds diverted. 12/19/23 2024-02-23 100% Expended Alphabet Inc 342523 572975 Alphabet Inc 21079 399442 American Express Co Com 453675 942320 Analog Devices 552226 992800 Arista Networks Inc 137157 633522 Armstrong World Industries Inc 400869 588937 Berkshire Hathaway 129112 627722 Booking Hlds Inc 449114 1273452 Brookfield Corp 381842 543024 Carmax Inc 481205 463510 Charles Schwab Corp 605528 1048856 Floor and Decor Holdings Inc 727433 1124525 Moelis and Company 492559 842792 NVR Inc 173395 553036 Progressive Corporation 536560 1022578 Tempur Sealy Intl 285327 988308 Thor Inds Inc com 702889 990817 Legal Fees 150 0 150 Bank Fees 676 676 0 Other Organizational Expenses 924 924 0 Recovery of amount treated as qualifying distribution 400 Investment Management Fees 86365 86365 0 Federal Excise Tax 3480 0 0 Foreign Tax Paid 2030 2030 0