2024-11-14T11:03:09-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC 202 WEST BERRY STREET SUITE 600 FORT WAYNE IN 46802 990PF 2023-01-01 461545403 THE WEIGAND PURSLEY FAMILY FOUNDATION INC WEIG 2604238889 215 E BERRY STREET FORT WAYNE IN 46802 MONICA M WEIGAND PRESIDENT 2604238889 2024-11-06 1 1 STEVEN A WARNER P00369624 2604968297 2024-11-05 2023 2024-10-15 13:58:12Z X 203899 X 39108 7850 7850 5659 5659 84810 193072 84810 137427 98319 0 0 0 3135 0 3135 1520 1520 0 23788 0 0 28443 1520 3135 167000 167000 195443 1520 170135 -58016 96799 15802 7878 7878 11 13 11 11 129449 77031 90332 76262 70747 66523 93177 101020 39155 314703 256687 203899 0 0 X 0 0 0 0 314703 256687 314703 256687 314703 256687 314703 -58016 0 256687 0 256687 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 34691 36706 -2015 -2015 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 44409 42795 1614 1614 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 113703 28761 84942 84942 CAPITAL GAINS DIVIDENDS P 269 269 269 84810 1346 0 1346 0 1346 2335 0 0 0 2335 0 989 989 0 0 0 0 0 0 0 0 0 0 0 1 1 IN DE 1 0 0 0 0 1 N/A JUDITH E PURSLEY 2604238889 215 E BERRY STREET FORT WAYNE IN 46802 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MONICA M WEIGAND 215 E BERRY STREET FORT WAYNE IN 46802 PRESIDENT 1.00 0 0 0 LAURENCE M WEIGAND 215 E BERRY STREET FORT WAYNE IN 46802 VICE PRESIDENT 1.00 0 0 0 JUDITH E PURSLEY 215 E BERRY STREET FORT WAYNE IN 46802 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 257013 27034 39155 323202 0 0 323202 4848 318354 15918 15918 1346 1346 14572 0 14572 0 14572 170135 0 170135 14572 0 0 200284 163931 299583 468694 223284 1355776 170135 0 0 0 14572 155563 0 0 1511339 0 0 0 0 0 0 200284 1311055 163931 299583 468694 223284 155563 MONICA M WEIGAND LAURENCE M WEIGAND JUDITH E PURSLEY X LILLY CENTER FOR LAKES AND STREAMS 1 LANCER WAY WINONA LAKE IN 46590 N/A PC GENERAL SUPPORT 20000 LC NATURE PARK 9744 ABOITE RD ROANOKE IN 46783 N/A PC GENERAL SUPPORT 5000 CHILDREN'S AUTISM CENTER 6131 NORTH CLINTON STREET FORT WAYNE IN 46804 N/A PC GENERAL SUPPORT 2000 FORT WAYNE PHILHARMONIC CENTER 4901 FULLER DR FORT WAYNE IN 46835 N/A PC GENERAL SUPPORT 25000 MCMILLIAN HEALTH CENTER 600 JIM KELLEY BLVD FORT WAYNE IN 46816 N/A PC GENERAL SUPPORT 5000 SCAN INC 500 W MAIN STREET FORT WAYNE IN 46802 N/A PC ANNUAL WCI DUCK RACE 30000 ST PATRICK CATHOLIC CHURCH OF ARCOLA 12305 ARCOLA RD FORT WAYNE IN 46818 N/A PC GENERAL SUPPORT 25000 UNIVERSITY OF ST FRANCIS 2701 SPRING ST FORT WAYNE IN 46808 N/A PC JUDY AND ALEX PURSLEY SCHOLARSHIP FUND 25000 VINCENT VILLAGE INC 2827 HOLTON AVE FORT WAYNE IN 46806 N/A PC GENERAL SUPPORT 30000 167000 0 14 7850 14 5659 18 84810 0 98319 0 98319 0 0 0 0 0 0 0 0 0 0 X X 1 WEIGAND CONTRUCTION CO INC C/O LAURENCE WEIGAND - 4433 WINDING FORT WAYNE IN 46814 24108 X 2 JUDITH PURSLEY 2814 LITTLE RIVER RUN FORT WAYNE IN 46804 15000 X KATZ, SAPPER AND MILLER 3135 0 3135 NONE 0 FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE ALL OF THE FOUNDATION'S BOARD MEMBERS ARE SUBSTANTIAL CONTRIBUTORS AND THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD AS VOLUNTEERS. LINE 1B IS ANSWERED "NO" BECAUSE FURNISHING THESE SERVICES WITHOUT COMPENSATION IS EXCEPTED FROM SELF-DEALING BY THE REGULATIONS UNDER SECTION 4941. DODIX - DODGE & COX INCOME FUND 23209 21050 GMOLX - GMO OPPORTUNISITIC INCOME FUND CLASS I 4745 4432 WOBDX - JPMORGAN CORE BOND FUND CLASS I 13356 11445 JRBSX - JPMORGAN INFLATION MANAGED BOND FUND CLASS I 19741 19954 JCPI - JP MORGAN EXCHANGE -TRADED FD TR INFLATION MANAGED BD 4552 4465 PZIEX - PZENA EMERGING MARKETS VALUE FUND INSTITUTIONAL CLASS 2529 2470 POLEX - POLAR CAPITAL EMERGING MARKET STARS FUND INSTITUTIONAL 2615 2707 AHLYX - AMERICAN BEACON AHL MANAGED FUTURES STRATEGY FUND CLASS Y 1604 1571 GAAGX - GMO ALTERNATIVE ALLOCATION FUND CLASS I 1613 1580 GEACX - GMO RESOURCES FUND CLASS I 2358 2470 NCLXS - NUANCE CONCENTRATED VALUE LONG/SHORT FUND 1732 1671 VTSAX - VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES 21034 29406 KGGIX - KOPERNIK GLOBAL ALL-CAP FUND INSTIUTIONAL CLASS 2031 2060 CIVIX - CAUSEWAY INTL VALUE FUND (INST CLASS) 12197 16132 DODIX- DODGE & COX INCOME FUND 21220 21912 GMOLX - GMO OPPORTUNISITIC INCOME FUND CLASS I 4002 3942 GSIMX - GOLDMAN SACHS GQG PARTNERS INTL OPP FUND INSTL CLASS 1943 2483 DFGEX - DFA GLOBAL REAL ESTATE SECURITIES PROTFOLIO 2695 2766 VAIPX - VANGUARD INFLATION PROTECTED SERUCITIES FUND ADMIRAL 4602 4339 NATIONWIDE LIFE INSURANCE POLICY #B50 93177 101020 39155 LIFE INSURANCE PREMIUM 23753 0 0 BANK / CHECK FEES 35 0 0 INVESTMENT ADVISORY FEES 1520 1520 0