2024-09-11T12:32:42-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 814049126 ARTHUR DEAN FAMILY FOUNDATION INC ARTH 3172072374 3909 N COLLEGE AVE INDIANAPOLIS IN 46205 FREDDIE L MCCLURE PRESIDENT 3172072374 2024-08-26 1 1 X CASSE TATE P01271193 3175802000 2024-08-26 2023 2024-08-08 14:25:15Z X X 85924653 X 503811 150701 150701 2580978 2570528 1053320 29832004 1053320 41778 1778 4330588 3776327 441299 0 298199 156528 0 156528 78609 0 78609 2417 0 2417 45280 22640 18000 393412 389175 4237 126263 79961 0 39862 0 20447 0 20447 14362 0 0 81018 5343 46210 1399497 497119 624647 3204500 3204500 4603997 497119 3829147 -273409 3279208 957196 546867 546867 2165824 1304912 1304912 4282 7800 7800 830228 845635 813567 39619651 35338620 41316274 1752957 1797807 1710986 34580771 38184439 37666494 2597615 39862 1305863 2557753 2557753 81216772 80583833 85924653 7415 13339 7415 13339 X 0 0 0 0 81209357 80570494 81209357 80570494 81216772 80583833 81209357 -273409 0 80935948 365454 80570494 PUBLICLY TRADED SECURITIES - PZD-207706 - LT 2001-01-01 2023-12-31 8453155 9197004 -743849 -743849 PUBLICLY TRADED SECURITIES - PZD-207706 - ST 2023-01-01 2023-12-31 252822 243197 9625 9625 PUBLICLY TRADED SECURITIES - PZG-200674 2001-01-01 2023-12-31 168751 168069 682 682 PUBLICLY TRADED SECURITIES - PZG-215714 - LT 2001-01-01 2023-12-31 17985603 16187352 1798251 1798251 PUBLICLY TRADED SECURITIES - PZG-215714 - ST 2023-01-01 2023-12-31 2966639 2983062 -16423 -16423 CAPITAL GAINS DIVIDENDS P 5034 5034 5034 1053320 45581 0 45581 0 45581 40000 0 10000 0 50000 916 3503 3503 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A RUTHIE PURCELL-JONES 3172072374 3909 N COLLEGE AVE INDIANAPOLIS IN 46205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDDIE L MCCLURE 11650 OLIO ROAD SUITE 1000-327 FISHERS IN 46307 PRESDIENT 1.00 0 0 0 MOLLY E MCCLURE 11650 OLIO ROAD SUITE 1000-327 FISHERS IN 46307 VICE-PRESIDENT 1.00 0 0 0 AARON J STRATMAN 11650 OLIO ROAD SUITE 1000-327 FISHERS IN 46307 TREASURER/SECRETARY 1.00 0 0 0 RUTH PURCELL-JONES 11650 OLIO ROAD SUITE 1000-327 FISHERS IN 46307 EXECUTIVE DIRECTOR 40.00 152640 16960 0 ANDREW BLACK 11650 OLIO ROAD SUITE 1000-327 FISHERS IN 46307 DIRECTOR OF GRANTMAKING 40.00 145559 7661 0 DR RIVER STURDIVANT 11650 OLIO ROAD SUITE 1000-327 FISHERS IN 46307 DIRECTOR OF LEARNING 40.00 143100 9360 0 NONE 0 COOKE FINANCIAL GROUP 250 W 96TH STREET SUITE 300 INDIANAPOLIS IN 46260 INVESTMENT MANGEMENT 389175 0 0 77564081 3151329 0 80715410 0 0 80715410 1210731 79504679 3975234 3975234 45581 45581 3929653 0 3929653 0 3929653 3829147 0 707348 4536495 3929653 3099644 0 0 4536495 3099644 0 0 1436851 0 0 0 0 0 0 0 0 2492802 0 0 0 FREDDIE L MCCLURE MOLLY E MCCLURE X ASPIRE HIGHER FOUNDATION 1002 UDELL ST INDIANAPOLIS IN 46208 N/A PC YOUTH DEVELOPMENT 65000 BLOOM PROJECT PO BOX 68717 INDIANAPOLIS IN 462680717 N/A PC YOUTH EMPLOYMENT/CAREER EXPLORATION 60000 BOYS & GIRLS CLUB 615 N ALABAMA ST SUITE 4000 INDIANAPOLIS IN 46204 N/A PC YOUTH DEVELOPMENT 75000 BRIGHTLANE LEARNING 2955 N MERIDIAN ST SUITE 250 INDIANAPOLIS IN 46208 N/A PC EDUCATION 50000 CENTER FOR LEADERSHIP DEVELOPMENT 2425 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46208 N/A PC EDUCATION 75000 CENTER FOR WHITLEY COUNTY YOUTH INC 201 W MARKET ST COLUMBIA CITY IN 46725 N/A PC YOUTH DEVELOPMENT 125000 CHURCH WORLD SERVICE 2457 E WASHINGTON ST SUITE A INDIANAPOLIS IN 46201 N/A PC OTHER - GENERAL FUNDING 15000 COMMUNITIES IN SCHOOLS OF INDIANA INC 6501 SUNNYSIDE RD INDIANAPOLIS IN 46236 N/A PC EDUCATION 70000 COMMUNITY ACTION OF GREATER INDIANAPOLIS INC 3266 N MERIDIAN ST INDIANAPOLIS IN 462085846 N/A PC YOUTH EMPLOYMENT/CAREER EXPLORATION 22000 COMMUNITY ASSETS INC 1708 RIVER SHORE PKWY INDIANAPOLIS IN 462084887 N/A PC YOUTH DEVELOPMENT 30000 COMMUNITY FOUNDATION OF WHITLEY COUNTY 1171 E WOODS WAY COLUMBIA CITY IN 46725 N/A PC OTHER - GENERAL FUNDING 5000 DREAM ALIVE INC 7828 E 88TH STREET INDIANAPOLIS IN 46256 N/A PC YOUTH EMPLOYMENT/CAREER EXPLORATION 107500 ECLECTIC SOUL VOICES CORPORATION (VOICES) 1415 SHELBY ST INDIANAPOLIS IN 46203 N/A PC YOUTH EMPLOYMENT/CAREER EXPLORATION 150000 ELEVATE INDIANAPOLIS INC PO BOX 441456 INDIANAPOLIS IN 46244 N/A PC EDUCATION 200000 FATHERS & FAMILIES 2835 N ILLINOIS ST INDIANAPOLIS IN 46208 N/A PC FAMILY SUCCESS 60000 FAY BICCARD GLICK 2990 W 71ST ST INDIANAPOLIS IN 46268 N/A PC OTHER - GENERAL FUNDING 15000 FELEGE HIYWOT CENTER INC 1648 SHELDON ST INDIANAPOLIS IN 462184265 N/A PC YOUTH DEVELOPMENT 13500 FIGHT FOR LIFE FOUNDATION INC 1300 E 86TH ST UNIT 40426 INDIANAPOLIS IN 46240 N/A PC EDUCATION 25000 FISHERS YOUTH ASSISTANCE INC 9090 E 131ST ST FISCHERS IN 460383550 N/A PC EDUCATION 40000 GIRL TALK INCORPORATED PO BOX 681413 INDIANAPOLIS IN 46268 N/A PC YOUTH DEVELOPMENT 30000 GIRLS INCORPORATED OF GREATER INDIANAPOLIS 3935 N MERIDIAN STREET INDIANAPOLIS IN 46208 N/A PC YOUTH DEVELOPMENT 75000 GIRLS STEM INSTITUTE 902 W NEW YORK ST INDIANAPOLIS IN 46202 N/A PC EDUCATION 4000 GROUNDWORK INDY INC 1107 BURDSAL PKWY INDIANAPOLIS IN 462085458 N/A PC YOUTH EMPLOYMENT/CAREER DEVELOPMENT 162000 HAMILTON HEIGHTS YOUTH ASSISTANCE PROGRAM 2728 E 171ST ST WESTFIELD IN 46074 N/A PC YOUTH DEVELOPMENT 15000 HOOSIERS MOUNTAIN BIKE ASSOCIATION 7399 N SHADELAND AVE INDIANAPOLIS IN 46250 N/A PC OTHER - GENERAL FUNDING 15000 INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE AND SUICIDE 4607 EST 106TH STREET CARMEL IN 46033 N/A PC EDUCATION 75000 INDIANA YOUTH GROUP INC 3733 N MERIDIAN STREET INDIANAPOLIS IN 46208 N/A PC YOUTH DEVELOPMENT 70000 IU SCHOOL OF EDUCATION 201 N ROSE AVE BLOOMINGTON IN 47405 N/A PC EDUCATION 15000 KIDS DANCE OUTREACH INC 456 N MERIDIAN ST SUITE 44801 INDIANAPOLIS IN 46244 N/A PC YOUTH DEVELOPMENT 75000 LA PLAZA INC 8902 E 38TH ST INDIANAPOLIS IN 46226 N/A PC EDUCATION 85000 LATINAS WELDING GUILD 1936 S LYNHURST DR SUITE R INDIANAPOLIS IN 46214 N/A PC YOUTH EMPLOYMENT/CAREER EXPLORATION 36000 LYN HOUSE INC PO BOX 11255 1155 N TECUMSEH INDIANAPOLIS IN 462010255 N/A PC EDUCATION 31000 MARTIN LUTHER KING MULTI-SERVICE CENTER INDIANAPOLIS INC 40 W 40TH ST INDIANAPOLIS IN 46208 N/A PC FAMILY SUCCESS 150000 MISSION25 500 W BUSINESS 30 COLUMBIA CITY IN 46725 N/A PC YOUTH DEVELOPMENT 100000 NOBLESVILLE YOUTH ASSISTANCE PROGRAM 2728 E 171ST ST WESTFIELD IN 46074 N/A PC EDUCATION 22000 PLAYWORKS EDUCATION ENERGIZED 1423 BROADWAY PMB 161 OAKLAND CA 94612 N/A PC EDUCATION 200000 REACH FOR YOUTH INC 3505 N WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A PC EDUCATION 99000 RILEY CHILDREN'S FOUNDATION 500 N MERIDIAN ST SUITE 100 INDIANAPOLIS IN 46204 N/A PC OTHER - GENERAL FUNDING 30000 SEASCOPE PO BOX 39116 INDIANAPOLIS IN 46239 N/A PC YOUTH DEVELOPMENT 60000 SHERIDAN YOUTH ASSISTANCE PROGRAM 2728 E 171ST ST WESTFIELD IN 46074 N/A PC YOUTH DEVELOPMENT 15000 SOMA NORTHWEST 7301 GEORGETOWN RD 150 INDIANAPOLIS IN 46268 N/A PC OTHER - GENERAL FUNDING 15000 SOUTHEAST COMMUNITY SERVICES 901 SHELBY STREET 2ND FLOOR INDIANAPOLIS IN 46203 N/A PC FAMILY SUCCESS 150000 STARFISH INITIATIVE 2955 N MERIDIAN ST INDIANAPOLIS IN 46208 N/A PC EDUCATION 125000 STEM CONNECTION 8407 MOORE RD INDIANAPOLIS IN 46278 N/A PC EDUCATION 7500 TEENWORKS INC 2820 NORTH MERIDIAN STREET SUITE 1250 INDIANAPOLIS IN 46208 N/A SO-I YOUTH EMPLOYMENT/CAREER EXPLORATION 75000 THE WAREHOUSE 1525 S ROGERS ST BLOOMINGTON IN 47403 N/A PC OTHER - GENERAL FUNDING 15000 TROY SCHOOL 1911 E BUSINESS 30 PO BOX 30 COLUMBIA CITY IN 46725 N/A PC EDUCATION 100000 YOU YES YOU PROJECT CORP 8363 LA HABRA LANE INDIANAPOLIS IN 46238 N/A PC FAMILY SUCCESS 75000 YOUTH MENTORING INITIATIVE INC PO BOX 743 INDIANAPOLIS IN 46038 N/A PC YOUTH DEVELOPMENT 75000 3204500 0 14 150701 14 2580978 18 1053320 2021 TAX REFUND - INTEREST AMOUNT 01 1778 2021 TAX REFUND 01 40000 0 3826777 0 3826777 0 0 0 0 0 0 0 0 0 0 X X 1 FREDDIE L MCCLURE REVOCABLE TRUST 3909 N COLLEGE AVE INDIANAPOLIS IN 46205 503811 X 1 3348 SHARES STOCK 503811 2023-12-11 ACCOUNTING FEES 45280 22640 18000 COOKE 0674 - CORPORATE BONDS (DETAILS MAINTAINED IN TAXPAYER'S RECORDS) 1797807 1710986 COOKE 5714 - STOCKS (DETAILS MAINTAINED IN TAXPAYER'S RECORDS) 35338620 41316274 540493 512191 305142 301376 COOKE 5714 - REITS (DETAILS MAINTAINED IN TAXPAYER'S RECORDS) AT COST 819350 759026 COOKE 7706 - MUTUAL FUNDS (DETAILS MAINTAINED IN TAXPAYER'S RECORDS) AT COST 35295456 34792257 COOKE 7706 - BUSINESS DEVELOPMENT (DETAILS MAINTAINED IN TAXPAYER'S RECORDS) AT COST 2069633 2115211 LEGAL FEES 2417 0 2417 FMV TO COST ADJUSTMENT ON CONTRIBUTIONS 365454 OFFICE EXPENSE 31322 0 15661 INFORMATION TECHNOLOGY 16983 0 16983 INSURANCE EXPENSE 13566 0 13566 BANK CHARGES & FEES 5343 5343 0 PROFESSIONAL DEVELOPMENT/TRAINING 6626 0 0 DUES & SUBSCRIPTIONS 7178 0 0 2021 TAX REFUND - INTEREST AMOUNT 1778 1778 0 2021 TAX REFUND 40000 0 0 OTHER PROFESSIONAL FEES 150 0 150 INVESTMENT MANAGEMENT FEES 389175 389175 0 ADVERTISING & MARKETING 4087 0 4087 PROPERTY TAXES 6302 0 0 FOREIGN TAX 79961 79961 0 FEDERAL EXCISE TAX ESTIMATES 40000 0 0