2024-04-03T11:33:07-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 263922724 THE FOREST FUND INC FORE 3178295500 320 N MERIDIAN STREET 700 INDIANAPOLIS IN 46204 WENDY KORTEPETER PRESIDENT 3178295500 2024-03-20 1 WENDY KORTEPETER 999009999 0 VICTORIA L SNYDER P01575414 3175802000 2024-03-20 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6350988 X 58 X 86865 86865 450416 2385614 450416 537339 537281 0 0 0 3500 0 3500 27497 27497 0 8251 2518 0 39 39 0 39287 30054 3500 290500 290500 329787 30054 294000 207552 507227 70572 7625 7625 117079 117079 150 150 150 4400040 4553310 6226134 4470612 4678164 6350988 0 0 X 0 0 0 0 4470612 4678164 4470612 4678164 4470612 4678164 4470612 207552 0 4678164 0 4678164 PUBLICLY TRADED SECURITIES 2317056 1935198 381858 381858 CAPITAL GAINS DIVIDENDS P 68558 68558 68558 450416 7050 0 7050 0 7050 6800 0 0 0 6800 0 250 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A WILLIAM KORTEPETER 3178295500 320 N MERIDIAN STREET 700 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 WENDY KORTEPETER 8100 MORNINGSIDE DRIVE INDIANAPOLIS IN 46240 PRESIDENT 0.50 0 0 0 WILLIAM KORTEPETER 8100 MORNINGSIDE DRIVE INDIANAPOLIS IN 46240 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 5662297 245339 0 5907636 0 0 5907636 88615 5819021 290951 290951 7050 7050 283901 0 283901 0 283901 294000 0 294000 283901 293439 0 0 294000 293439 0 0 561 0 0 0 0 0 0 0 0 283340 0 0 0 WENDY KORTEPETER WILLIAM KORTEPETER WENDY KORTEPETER - PRESIDENT 320 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 3178295500 LETTER NONE NONE ASPEN YOUTH CENTER PO BOX 8266 ASPEN CO 81612 N/A PC OPERATIONS 2500 CENTER FOR DISASTER PHILANTHROPY INC ONE THOMAS CIRCLE NW NO 700 WASHINGTON DC 20005 N/A PC $25,000 FOR TURKEY/SYRIA EARTHQUAKE RECOVERY, AND $20,000 FOR MISSISSIPPI TORNADO RECOVERY EFFORTS 45000 CROHN'S & COLITIS FOUNDATION INC 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 N/A PC OPERATIONS 5000 CULVER COMMUNITY CHRISTMAS BASKET INC 17445 16TH ROAD CULVER IN 46511 N/A PC OPERATIONS 5000 CULVER EDUCATIONAL FOUNDATION 1300 ACADEMY ROAD NO 159 CULVER IN 465111291 N/A PC OPERATIONS 2500 DYSLEXIA INSTITUTE OF INDIANA INC 8395 KEYSTONE CROSSING SUITE 102 INDIANAPOLIS IN 46240 N/A PC OPERATIONS 10000 ENGLISH IN ACTION PO BOX 4856 BASALT CO 81621 N/A PC OPERATIONS 10000 FAIR FOUNDATION AGAINST INTOLERANCE PO BOX 24475 NEW YORK CITY NY 100874475 N/A PC OPERATIONS 15000 FIRST BAPTIST CHURCH OF INDIANAPOLIS 8600 N COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC FIRST BAPTIST ATHLETICS, SUPPORTING YOUTH SPORTS 50000 FIRST PRINCIPLES FORUM 545 EAST 70TH STREET INDIANAPOLIS IN 46220 N/A PC OPERATIONS 10000 GASTRO-INTESTINAL RESEARCH FOUNDATION INC 1954 FIRST STREET 167 HIGHLAND PARK IL 60035 N/A PC OPERATIONS 10000 HUNDRED CLUB OF INDIANAPOLIS INC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 462400368 N/A PC OPERATIONS 500 INDIANAPOLIS HUMANE SOCIETY 7929 N MICHIGAN RD INDIANAPOLIS IN 46268 N/A PC OPERATIONS 5000 LAKE MAXINKUCKEE ENVIRONMENTAL FUND INC PO BOX 187 CULVER IN 465110187 N/A PC OPERATIONS 10000 MIDWEST FOOD BANK 2031 WAREHOUSE RD NORMAL IN 61761 N/A PC OPERATIONS 15000 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC BUILD POSSIBILITY CAMPAIGN 20000 PATRIOTIC KENNY FOUNDATION 418 SARGENT RD WILLERNIE MN 55090 N/A PC OPERATIONS 5000 RANDOM ACTS OF FLOWERS INDIANAPOLIS INC 1057 EAST 54TH STREET SUITE F INDIANAPOLIS IN 46220 N/A PC OPERATIONS 5000 ROARING FORK CONSERVANCY PO BOX 3349 BASALT CO 81621 N/A PC OPERATIONS 5000 SAM'S WISH INC 12169 CRESTWOOD DRIVE CARMEL IN 46033 N/A PC OPERATIONS 10000 SECOND PRESBYTERIAN CHURCH 7700 N MERIDIAN STREET INDIANAPOLIS IN 46260 N/A PC TO SUPPORT YOUTH MINISTRIES 15000 ST MARY'S CHILD CENTER 901 DR MARTIN LUTHER KING STRE INDIANAPOLIS IN 46202 N/A PC OPERATIONS 10000 THE SALVATION ARMY 1635 W MICHIGAN STREET INDIANAPOLIS IN 46222 N/A PC OPERATIONS 25000 290500 0 14 86865 18 450416 0 537281 0 537281 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3500 0 3500 ELECTION TO TREAT QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAX YEAR OR OUT OF CORPUS UNDER REG. 53.4942(A)-3(D)(2)THE FOREST FUND INC. DECLARES THAT IT IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION FOR THE TAX YEAR ENDING DECEMBER 31, 2022, AS SET FORTH BELOW.THE QUALIFIED DISTRIBUTION TOTALED $308,900 AND SHALL FIRST BE MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAX YEAR IN THE AMOUNT OF $307,218. FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH WENDY KORTEPETER AND WILLIAM KORTEPETER ARE SUBSTANTIAL CONTRIBUTORS TO THE FOREST FUND AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY RECEIVE NO COMPENSATION AND THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. ADOBE SYSTEMS 29369 84717 ALBEMARLE CORP 37602 62271 ALLY FINL INC 96449 108427 ALPHABET INC CL A 66918 254236 AMAZON.COM INC. 146088 229125 AMERICAN ELEC PWR INC 49216 50032 APPLE INC 21715 222950 APTIV PLC 48746 39746 ASML HLDG NV NY REG SHS 33023 55255 AT&T INC 103838 93599 BATH & BODY WKS INC 83812 75271 BERKSHIRE HATHAWAY INC CL B 100504 133747 BLACKROCK INC 18925 49520 CAPITAL ONE FINL CORP 49127 91128 CARMAX INC 83405 69910 CITIGROUP INC 51818 62911 COMERICA INC 47498 44034 CONOCOPHILLIPS 49996 51767 CONSTELLATION BRANDS INC 37139 47141 COSTCO WHSL CORP NEW 2453 27723 CUMMINS INC. 23155 35696 CVS HEALTH CORP 43684 54956 DANAHER CORP 3514 44649 DIAMONDBACK ENERGY INC 17161 45904 DRIEHAUS EMERGING MKTS GROWTH FD 178288 180337 DUPONT DE NEMOURS INC 55797 51928 EDWARDS LIFESCIENCES CORP 19160 55434 EOG RESOURCES INC 41112 43421 EQUIFAX INC 68203 79380 GLOBAL PAYMENTS INC 53038 57023 INTEL CORP 59086 84721 JANUS HENDERSON ENTERPRISE CL I FD #102 412136 449963 JPMORGAN SMALL CAP EQUITY CL I FD #367 452837 442021 KLA CORP 23438 123817 META PLATFORMS INC 55226 113267 MFS INSTL INTL EQUTY FD #403 460082 491570 MICROCHIP TECHNOLOGY INC 11815 25160 MICROSOFT CORP 85312 303088 NISOURCE INC COM 47324 48719 OAKMARK INTL INSTL FD #2886 237991 251563 PINTEREST INC CL A 67220 87711 RINGCENTRAL INC C1 A 40158 6450 ROCHE HLDG LTD SP ADR 68372 53017 SALESFORCE.COM INC 47399 92625 SCHLUMBERGER LTD 37613 63593 SUNRUN INC 32761 22771 TAIWAN SEMICONDUCTOR MFG CO LTD SP ADR 25622 44928 THERMO FISHER SCIENTIFIC INC 5094 56264 TYSON FOODS INC CL A 62921 50579 UNITED AIRLINES HLDGS INC 37756 28841 UNITEDHEALTH GROUP INC 38336 82656 VEEVA SYSTEMS INC 43148 45820 VENTAS INC 48984 55223 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 356867 449621 VISA INC CL A 6145 94247 WARNER BROS DISCOVERY INC 62619 40092 WELLS FARGO & CO NEW 66295 115569 BANKING FEES 39 39 0 TRUSTEE/ADVISORY FEES 27497 27497 0 FOREIGN TAXES 2518 2518 0 ESTIMATED TAX PAYMENTS 5733 0 0