2024-05-03T07:28:16-05:00 2023-12-31 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990PF 2023-01-01 356025283 The Froderman Foundation Inc FROD 8122322364 4325 US Highway 41 S PO Box 10039 Terre Haute IN 47801 Brad Fuson Treasurer 8122322364 2024-04-18 1 Brad Fuson 999009999 0 O Earl Elliott CPA P00426686 8122329492 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12470800 X X 3318 3318 320501 320501 61220 823339 61220 5174 5174 390213 390213 0 0 0 6750 6750 0 23578 23578 0 32 32 0 3411 3411 0 10402 10402 0 44173 44173 0 646748 646748 690921 44173 646748 -300708 346040 38475 33862 33862 11667359 11454553 12436938 11705834 11488415 12470800 0 0 X 11705834 11488415 11705834 11488415 11705834 11488415 11705834 -300708 83289 11488415 0 11488415 Long Term Capital Gain Distributions 2022-01-01 2023-12-31 97751 97751 97751 American Funds Europacific Growth F3 2022-01-01 2023-05-09 20000 17140 2860 2860 Causeway International Value INSTL 2022-05-03 2023-05-09 80000 67158 12842 12842 Harding Loevner INSTL Emerg Mkts 2022-01-01 2023-05-09 428921 490606 -61685 -61685 JPMorgan Inflation Managed Bond ETF 2014-11-26 2023-05-09 40088 41834 -1746 -1746 Kopernik Global All-Cap 2022-05-03 2023-05-09 23500 26126 -2626 -2626 Pzena Emerging Markets Value Instl 2018-07-14 2023-05-09 30000 26137 3863 3863 Vanguard Total Stock Mkt Idx Adm 2018-07-24 2023-05-09 96500 76451 20049 20049 Net Short Term Capital Loss per K-1 2023-01-01 2023-12-31 16667 -16667 -16667 Net Long Term Capital Gain per K-1 2022-01-01 2023-12-31 1129 1129 1129 Long Term Capital Gains Reinvested 2022-01-01 2023-12-31 5450 5450 5450 61220 4810 0 4810 0 4810 4720 0 0 0 4720 0 90 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 www.frodermanfoundation.com Brad Fuson 8122322364 1452 Gwynmere Run Carmel IN 460328343 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mark Fuson PO Box 10039 Terre Haute IN 47801 President 1.00 0 0 0 Pam Blesch PO Box 10039 Terre Haute IN 47801 Vice President 1.00 0 0 0 Chris Froderman PO Box 10039 Terre Haute IN 47801 Secretary 1.00 0 0 0 Brad Fuson PO Box 10039 Terre Haute IN 47801 Treasurer 1.00 0 0 0 Susan Fuson PO Box 10039 Terre Haute IN 47801 Asst. Treasurer 1.00 0 0 0 Joe Biggs PO Box 10039 Terre Haute IN 47801 Asst. Secretary 1.00 0 0 0 Wanda Froderman PO Box 10039 Terre Haute IN 47801 Emeritus 1.00 0 0 0 Chuck Blesch PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 Lynn Biggs PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 Ann Froderman PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 Terri Fuson PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 David Fuson PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 Seth Biggs PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 Bennett Fuson PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 Coby Froderman PO Box 10039 Terre Haute IN 47801 Director 1.00 0 0 0 NONE 0 NONE 0 0 11893295 91300 0 11984595 0 0 11984595 179769 11804826 590241 590241 4810 4810 585431 0 585431 0 585431 646748 0 646748 585431 205387 0 0 646748 205387 0 0 441361 0 0 0 0 0 0 0 0 144070 0 0 0 Froderman Foundation Inc Mark Fuson 4325 US Hwy 41 S PO Box 10039 Terre Haute IN 47801 8122322364 The Foundation's standard application form is available upon request. None Charitable fields - Medical, Educational, Religious & Other Charitable fields. Asbury College 1 Mcklem Dr Wilmore KY 40390 None PC Scholarship 30000 Chemo Buddies 3700 Bellemeade Ave Ste 118 Evansville IN 47114 None PC Support mission 25000 Crooked Creek Food Pantry 6940 N Michigan Rd Indianapolis IN 46268 None PC Support mission 11111 Gideon's International PO Box 140800 Nashville TN 37214 None PC Support mission 5000 Indiana Special Olympic 6200 Technology Dr Ste 105 Indianapolis IN 46278 None PC Support mission 20000 Kid Kare Project Inc 301 S Main St Clinton IN 47842 None PC Support mission 3000 League of Terre Haute Inc PO Box 3382 Terre Haute IN 47803 None PC Support mission 25000 Sheltering Wings Center for Women PO Box 92 Danville IL 46122 None PC Support mission 27072 St Patrick Catholic Church 1807 Poplar St Terre Haute IN 47803 None PC Support mission 54292 Womens Care Center Inc 4901 W 86th St Indianapolis IN 46268 None PC Support mission 20000 Bishop Simon Brute College Seminary Inc 2500 Cold Spring Road Indianapolis IN 46222 None PC Support mission 36260 Fletcher Place Community Center Inc 1637 Prospect St Indianapolis IN 46203 None PC Support mission 60000 Friends of Tenwek Inc 1132 Greenbridge Dr Matthews NC 28105 None PC Support mission 90000 Gleaners Food Bank of Indiana Inc 3737 Waldemere Ave Indianapolis IN 46241 None PC Support mission 100000 Hendricks County Child Advocacy Center Inc 7519 Beechwood Centre Road Ste 500 Avon IN 46123 None PC Support mission 9918 Little Red Door Cancer Agency Inc 1801 N Meridian St Indianapolis IN 46202 None PC Support mission 12500 Mary Lee Maier Community Panry Company 174 Avon Ave Avon IN 46123 None PC Support mission 4471 Oaks Academy Inc 1301 E 16th St Indianapolis IN 46202 None PC Support mission 50000 Sisters of our Lady of Mount Carmel of Terre Haute 59 Allendale Terre Haute IN 47802 None PC Support mission 24300 Wheeler Mission Ministries Inc 205 E New York St Indianapolis IN 46204 None PC Support mission 38824 646748 0 3318 320501 61220 Oil royalties 904 Section 988 Loss per K-1 -907 Other Ordinary Income per K-1 119 Federal Excise Tax Refunded 5058 0 0 390213 390213 3 All items of income further the Foundation's 4 ability to provide grants to various medical, 11a educational, religious and other charitable 11b organizations. 0 0 0 0 0 0 0 0 0 0 Sackrider & Company 6750 6750 0 Cash and Money Market Funds AT COST 310082 310082 JP Morgan Inflation Mgd Bd AT COST 529951 511996 Dodge & Cox Income Fd AT COST 925868 853694 Carillon Reams Core Plus AT COST 898225 821502 Baxter Street Fund II AT COST 960726 960726 Pzena Emerging Markets Value AT COST 361237 442161 Vanguard Total Stock Market AT COST 2501300 3688272 DFA Global Real Estate AT COST 248798 237623 DFA US Large Cap Value AT COST 372056 424561 GMO Resources Series Fund AT COST 187652 222074 iShares Edge MSCI USA AT COST 311917 429879 GMO Opportunistic Income AT COST 395699 367324 AQR Large Cap Defensive AT COST 348049 313445 Vanguard Inflation Protected AT COST 198545 162166 American Beacon AHL AT COST 396025 337131 American Europacific Growth F3 AT COST 379537 292239 GMO Alternative Allocation AT COST 396025 377418 Nuance Concentrated Value AT COST 396025 339054 Causeway International AT COST 235366 290252 Kopernik Global All-CAP AT COST 438898 379858 Lazard Global Listed AT COST 252048 230431 Polar Capital Emerging Markets AT COST 410524 445050 Bank Fees 111 111 0 Other deductions per K-1 10291 10291 0 Oil royalties 904 904 904 Section 988 Loss per K-1 -907 -907 -907 Other Ordinary Income per K-1 119 119 119 Federal Excise Tax Refunded 5058 5058 5058 Adjustment for Baxter Street K-1 83289 Investment management fees - Oxford 23578 23578 0 Property taxes 32 32 0