2024-10-01T14:02:49-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 454264552 HUBBARD FAMILY FOUNDATION INC HUBB 3176843150 101 W OHIO ST 1350 INDIANAPOLIS IN 46204 ALLAN HUBBARD CHAIRMAN 3176843150 2024-09-23 1 1 DONALD R BOEZEMAN P01000722 3175802000 2024-09-23 2023 2024-10-15 13:58:12Z X 11783924 X 628608 1273 1273 243321 243321 747872 2986455 747872 1621074 992466 0 0 0 6750 0 6750 32694 32694 0 15081 0 0 54525 32694 6750 546000 546000 600525 32694 552750 1020549 959772 96460 24423 24423 94680 94680 6541044 9684113 9684113 1081537 1620269 1620269 2175975 360439 360439 9895016 11783924 11783924 0 0 X 9895016 11783924 9895016 11783924 9895016 11783924 9895016 1020549 868359 11783924 0 11783924 SALES OF PUBLICLY TRADED SECURITIES 979806 510448 469358 469358 OVERLOOK PARTNERS FUND D 1661701 1506414 155287 155287 OVERLOOK 3G D 232904 221721 11183 11183 CAPITAL GAINS DIVIDENDS P 112044 112044 112044 747872 13341 0 13341 0 13341 5556 0 15000 0 20556 0 7215 7215 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A THE FOUNDATION 3176843150 101 W OHIO ST 1350 INDIANAPOLIS IN 46204 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLAN B HUBBARD 101 W OHIO ST SUITE 1350 INDIANAPOLIS IN 46204 CHAIRMAN 0.75 0 0 0 KATHRYN F HUBBARD 101 W OHIO ST SUITE 1350 INDIANAPOLIS IN 46204 SECY./TREASURER/DIRECTOR 0.75 0 0 0 KATHRYN H KEY 101 W OHIO ST SUITE 1350 INDIANAPOLIS IN 46204 DIRECTOR 0.50 0 0 0 SARA E HUBBARD 101 W OHIO ST SUITE 1350 INDIANAPOLIS IN 46204 DIRECTOR 0.50 0 0 0 WILLIAM F HUBBARD 101 W OHIO ST SUITE 1350 INDIANAPOLIS IN 46204 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 9885789 176249 394700 10456738 0 0 10456738 156851 10299887 514994 514994 13341 13341 501653 0 501653 0 501653 552750 0 552750 501653 0 0 396623 457514 854137 552750 0 0 0 501653 51097 0 0 905234 0 0 0 0 0 0 396623 508611 457514 51097 ALLAN B HUBBARD KATHRYN F HUBBARD X BOWDOIN COLLEGE 4100 COLLEGE STATION BRUNSWICK ME 04011 N/A PC UNRESTRICTED 5000 CASA DE LOS POBRES USA PO BOX 9596 SAN DIEGO CA 92169 N/A PC UNRESTRICTED 2500 EMILY GRIFFITH FOUNDATION 1860 LINCOLN ST SUITE 605 DENVER CO 80203 N/A PC OPERATING SUPPORT 2500 FRIENDS OF DENVER HOUSING AUTHORITY PO BOX 40305 DENVER CO 80204 N/A PC UNRESTRICTED 2000 INDIANAPOLIS SYMPHONY ORCHESTRA 32 E WASHINGTON ST SUITE 600 INDIANAPOLIS IN 46204 N/A PC UNRESTRICTED 2000 INDIANAPOLIS ZOOLOGICAL SOCIETY INC 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 N/A PC INTERNATIONAL CHIMPANZEE COMPLEX FOREST BRIDGE 100000 INSTITUTE FOR NONPROFIT NEWS 8549 WILSHIRE BLVD 2294 BEVERLY HILLS CA 90211 N/A PC UNRESTRICTED 5000 KENT DENVER SCHOOL 4000 EAST QUINCY AVENUE ENGLEWOOD CO 80113 N/A PC UNRESTRICTED 2000 NATIONAL MULTIPLE SCLEROSIS SOCIETY PO BOX 91891 WASHINGTON DC 20090 N/A PC UNRESTRICTED 2500 PROJECT WORTHMORE 1666 ELMIRA ST AURORA CO 80010 N/A PC UNRESTRICTED 2500 YOUTH EMPLOYMENT ACADEMY 1089 OSAGE ST DENVER CO 80204 N/A PC UNRESTRICTED 1500 ST ANNE'S EPISCOPAL SCHOOL 2701 S YORK STREET DENVER CO 80210 N/A PC UNRESTRICTED 2000 PRESERVATION MARYLAND 3600 CLIPPER MILL ROAD SUITE 248 BALTIMORE MD 21211 N/A PC UNRESTRICTED 2000 CHILDREN'S HOSPITAL COLORADO FOUNDATION PO BOX 5585 DENVER CO 802175585 N/A PC UNRESTRICTED 120000 COLFAX COMMUNITY NETWORK PO BOX 919 AURORA CO 80040 N/A PC UNRESTRICTED 5000 DESCHUTES COUNTY HISTORICAL SOCIETY 129 NW IDAHO AVE BEND OR 97703 N/A PC UNRESTRICTED 1000 EXODUS REFUGEE IMMIGRATION 2457 E WASHINGTON ST INDIANAPOLIS IN 46201 N/A PC UNRESTRICTED 5000 FIRST BAPTIST CHURCH OF INDIANAPOLIS (FIRST BAPTIST ATHLETICS) 8600 N COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC UNRESTRICTED 15000 FOUNDATION FOR EXCELLENCE IN EDUCATION INC (EXCELINED) 215 SOUTH MONROE STREET TALLAHASSEE FL 32301 N/A PC UNRESTRICTED 50000 HIGH DESERT CHAMBER MUSIC 961 NW BROOKS ST BEND OR 97703 N/A PC UNRESTRICTED 5000 HIGHLAND PARENT TEACHER ORGANIZATION 701 NW NEWPORT AVE BEND OR 977031734 N/A PC UNRESTRICTED 7200 HOOVER INSTITUTION AT STANFORD UNIV 434 GALVEZ MALL STANFORD CA 943056003 N/A PC HOOVER EDUCATION SUCCESS INITIATIVE FUND 100000 HOPE COMMUNITIES 2543 CALIFORNIA STREET DENVER CO 80205 N/A PC UNRESTRICTED 3500 INDIANAPOLIS COLTS FOUNDATION 7001 W 56TH STREET INDIANAPOLIS IN 46254 N/A PC UNRESTRICTED 2500 INDIANAPOLIS MOTOR SPEEDWAY FOUNDATION INC (IMS MUSEUM) PO BOX 24518 INDIANAPOLIS IN 46224 N/A PC UNRESTRICTED 1000 ISAIAH 117 HOUSE PO BOX 482 ELIZABETHON TN 37644 N/A PC UNRESTRICTED 1500 IUF - JAGUARS ATHLETIC FUND PO BOX 6460 BLOOMINGTON IN 47402 N/A PC UNRESTRICTED 5000 MIDDLEBURY COLLEGE 700 EXCHANGE STREET MIDDLEBURY VT 05753 N/A PC UNRESTRICTED 1000 PROVIDENCE CRISTO REY 2717 S EAST STREET INDIANAPOLIS IN 46225 N/A PC UNRESTRICTED 20000 ST FRANCIS OF ASSISI (HISTORIC CHURCH RESTORATION) 2450 NE 27TH STREET BEND OR 97701 N/A PC UNRESTRICTED 2300 ST LUKE'S UNITED METHODIST CHURCH 100 W 86TH STREET INDIANAPOLIS IN 46260 N/A PC UNRESTRICTED 31000 TOWER THEATRE FOUNDATION PO BOX 1378 BEND OR 97709 N/A PC UNRESTRICTED 2500 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 N/A PC UNRESTRICTED 1000 VAIL HEALTH FOUNDATION PO BOX 1529 VAIL CO 81658 N/A PC UNRESTRICTED 25000 VAIL RELIGIOUS FOUNDATION 19 VAIL ROAD VAIL CO 81657 N/A PC UNRESTRICTED 10000 546000 0 14 1273 14 243321 18 747872 0 992466 0 992466 0 0 0 0 0 0 0 0 0 0 X X 1 ALLAN AND KATHRYN HUBBARD 101 WEST OHIO STREET STE 1350 INDIANAPOLIS IN 46204 628608 X X 1 COINBASE (COIN): 1,043 SHARES, BROADCOM (AVGO): 407 SHARES, COINBASE (COIN): 536 SHARES, COINBASE (C 628608 2023-12-28 ACCOUNTING FEES 6750 0 6750 FORM 990PF, PART VI-B LINES 1(A)(3) AND 1(B) PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE ALLAN HUBBARD AND KATHRYN HUBBARD ARE SUBSTANTIAL CONTRIBUTORS TO THE HUBBARD FAMILY FOUNDATION AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD WITHOUT COMPENSATION. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES QUALIFY AS EXCEPTED ACTS AS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-2(D)(3). VANGUARD ST CORP BD IDX-ADM 596322 596322 VANGUARD ULTRA-S/T BND-ADM 514488 514488 VANGUARD S/T BND INDX-ADM 509459 509459 VANGUARD TOTAL INTL STOCK 2315733 2315733 VANGUARD TOTAL STOCK MARKET ETF 3797655 3797655 VANGUARD TTL STK MKT-ADM 2135546 2135546 VANGUARD TOT INT ST IDX-ADM 1435179 1435179 DFJ GROWTH 2013 PRIVATE INVESTORS FMV 259112 259112 VINTAGE 2014 PRIVATE INVESTORS FMV 101327 101327 CHANGE IN UNREALIZED GAINS/LOSSES 868359 BANK FEES 327 327 0 INVESTMENT MANAGEMENT EXPENSES 32367 32367 0 TAXES PAID 15081 0 0