2024-05-14T13:03:38-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC 202 WEST BERRY STREET SUITE 600 FORT WAYNE IN 46802 990PF 2023-01-01 271243709 TIM AND LIBBY ASH FAMILY FOUNDATION INC TIMA 2607056016 888 S HARRISON STREET 900 FORT WAYNE IN 46802 TIM ASH PRESIDENT 2604780604 2024-05-10 1 TIM ASH 999009999 1 STEVEN A WARNER P00369624 2604968297 2024-05-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12393478 X 2172133 28 28 270749 270749 2626542 4447809 2626542 4071 935 5073523 2898254 0 0 0 54600 0 54600 3250 0 3250 32426 34426 0 13297 3283 0 1317 0 1166 104890 37709 59016 749300 749300 854190 37709 808316 4219333 2860545 192884 303878 303878 935 935 935 4459298 2777763 6096125 0 3788939 3816969 142799 142799 175571 0 2000000 2000000 4794981 9014314 12393478 0 0 X 0 0 0 0 4794981 9014314 4794981 9014314 4794981 9014314 4794981 4219333 0 9014314 0 9014314 PUBLICLY TRADED SECURITIES 140009 139731 278 278 PUBLICLY TRADED SECURITIES 4307800 1681536 2626264 2626264 2626542 39762 0 39762 0 39762 8800 0 0 0 8800 0 30962 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A ELIZABETH ASH 2607056016 888 S HARRISON STREET 900 FORT WAYNE IN 46802 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY E ASH 888 S HARRISON STREET 900 FORT WAYNE IN 46802 BOARD MEMBER 1.00 0 0 0 ELIZABETH A ASH 888 S HARRISON STREET 900 FORT WAYNE IN 46802 BOARD MEMBER 3.00 0 0 0 JASON GROVER RESIGNED IN OCTOBER 888 S HARRISON STREET 900 FORT WAYNE IN 46802 BOARD MEMBER 1.00 0 0 0 AUSTIN J ASH JOINED IN NOVEMBER 888 S HARRISON STREET 900 FORT WAYNE IN 46082 BOARD MEMBER 1.00 0 0 0 NONE 0 LAUREN ASH 2120 POPLAR STREET DENVER CO 80207 FOUNDATION MANAGEMENT / GRANT REVIEW 54600 0 0 9742171 136416 22472 9901059 0 0 9901059 148516 9752543 487627 487627 39762 39762 447865 0 447865 0 447865 808316 0 808316 447865 0 0 640498 547166 334253 456551 782814 2761282 808316 0 0 0 447865 360451 0 0 3121733 0 0 0 0 0 0 640498 2481235 547166 334253 456551 782814 360451 TIMOTHY E ASH ELIZABETH A ASH LAUREN ASH 888 S HARRISON STREET SUITE 900 FORT WAYNE IN 46802 2604700604 LAUREN@THEASHFDN.ORG ORGANIZATIONS INTERESTED IN APPLYING FOR A GRANT SHOULD EMAIL LAUREN ASH AT LAUREN@THEASHFDN.ORG AND ASK FOR A LINK TO THE ONLINE GRANT APPLICATION. N/A N/A A MISSION OF HOPE 724 BALDWIN AVE ROYAL OAK MI 48067 N/A PC TO AID IN MISSION WORK 1000 ALLEN COUNTY CHILD ADVOCACY CENTER 2730 C E STATE BLVD FORT WAYNE IN 46805 N/A PC TO PROVIDE NEUTRAL, CHILD-FRIENDLY, FORENSIC INTERVIEWS AND INTER-AGENCY COMPREHENSIVE ASSESSMENT OF REPORTED CHILD SEXUAL ABUSE VICTIMS. 300 AMERICAN NATIONAL RED CROSS 431 18TH STREET NW WASHINGTON DC 200065009 N/A PC TO HELP EARTHQUAKE VICTIMS IN TURKEY 5000 BRIDGE OF GRACE INC 5100 GAYWOOD DRIVE FORT WAYNE IN 46805 N/A PC TO HELP THE UNDERPRIVILEDGED 220000 CANTERBURY SCHOOL INC 3210 SMITH ROAD FORT WAYNE IN 46804 N/A PC TO FURTHER EDUCATION 2000 CHICAGO PUBLIC MEDIA INC (DBA WBEZ) 848 E GRAND AVE NAVY PIER CHICAGO IL 60611 N/A PC TO SUPPORT PUBLIC RADIO 1000 HUMANE FORT WAYNE (AKA ALLEN COUNTY SPCA) 4914 S HANNA STREET FORT WAYNE IN 46806 N/A PC TO PROMOTE THE HAPPINESS, SAFETY, AND WELL-BEING OF PETS 10000 INTERLOCHEN CENTER FOR THE ARTS DBA INTERLOCHEN PUBLIC RADIO PO BOX 199 INTERLOCHEN MI 49643 N/A PC TO CREATE AND DELIVER MUSIC, NEWS, ARTS, AND CULTURAL PROGRAMMING 15000 JUNIOR ACHIVEMENT OF NORTHERN INDIANA 550 EAST WALLEN ROAD FORT WAYNE IN 46825 N/A PC TO SUPPORT GENERAL OPERATIONS 50000 LIVING WATER INTERNATIONAL 4001 GREENBRIAR DRIVE STAFFORD TX 77477 N/A PC TO HELP DEVELOPING COUNTRIES ACCESS CLEAN WATER AND THE GOSPEL OF JESUS CHRIST 1000 NEW COVENANT WORSHIP CENTER 3420 EAST PAULDING RD FORT WAYNE IN 46816 N/A PC TO HELP WITH COMMUNITY IMPACT CENTER PROJECT 120000 NORTHEAST INDIANA PUBLIC RADIO INC (NIPR AND WBOI) PO BOX 8459 FORT WAYNE IN 46898 N/A PC OPERATIONS 5000 SCAN INC (STOP CHILD ABUSE & NEGLECT) 500 W MAIN ST FORT WAYNE IN 46802 N/A PC TO STOP CHILD ABUSE 5000 SPECIALTY TUTORING INC 12603 COLDWATER ROAD FORT WAYNE IN 46845 N/A PC TO AID IN EDUCATION 75000 TAYLOR UNIVERSITY BROADCASTING INC DBA WBCL RADIO NETWORK 1115 WEST RUDISILL BLVD FORT WAYNE IN 46807 N/A SO I TO SPREAD THE LOVE AND WORD OF GOD 1000 THE CHAPEL 2505 W HAMILTON RD S FORT WAYNE IN 46814 N/A PC TO SUPPORT THE MISSION WORK OF THE CHURCH 8000 THE FORT WAYNE RESCUE MISSION MINISTRIES INC DBA THE RESCUE MISSION 301 W SUPERIOR STREET FORT WAYNE IN 46802 N/A PC FOR OPERATIONS AND TAKING CARE OF THE HOMELESS 175000 WORLD BASEBALL ACADEMY INC DBA ACADEMY OF SPORTS AND HEALTH 1701 FREEMAN STREET FORT WAYNE IN 46802 N/A PC TO PROVIDE ACTIVITIES AND EVENTS THAT PROMOTE YOUTH SPORTS AND ADULT FITNESS 55000 749300 0 14 28 14 270749 14 935 18 2626542 TAX REFUND 01 3136 0 2901390 0 2901390 0 0 0 0 0 0 0 0 0 0 X X 1 TIMOTHY AND ELIZABETH ASH 888 S HARRISON STREET 900 FORT WAYNE IN 46802 2172133 X ACCOUNTING FEES 3250 0 3250 FORM 990-PF, PART VI-B, LINES 1A(3), 1A(4) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH TIMOTHY AND ELIZABETH ASH ARE SUBSTANTIAL CONTRIBUTORS TO THE TIM AND LIBBY ASH FAMILY FOUNDATION INC AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1A(4) HAS BEEN ANSWERED "YES" BECAUSE THE ASH'S DAUGHTER, LAUREN ASH, IS PAID BY A RELATED COMPANY TO MANAGE GRANTS AND FOUNDATION BUSINESS. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED ACTS AS DESCRIBED IN THE TREASURY REGULATIONS FOR IRC SECTION 4941. ISHARES TIPS BOND ETF (TIP) 160344 157580 ISHARES TR BROAD USD HIGH (USHY) 310587 320462 ISHARES 05 YEAR TIPS BOND ETF (STIP) 149485 149265 VANGAURD BD INDEX FDS INTERMED TERM (BIV) 465902 466147 VANGUARD BD INDEX FDS SHORT-TERM BOND (VSB) 465902 470669 VANGAURD BD INDEX FDS TOTAL BND MARKET (BND) 1483351 1486740 VANGUARD CHARLOTTE FDS TOTAL INTL BD (BNDX) 707351 719939 VANGUARD INTERMEDIATE TERM CORPORATE BOND (VCIT) 46017 46167 ALPHABET INC CAP STK CLC (GOOG) 3944 45098 ALPHABET INC CAP STK CL A (GOOGL) 3967 44701 JPMORGAN CHASE & CO 678-155845-2 89546 279890 ISHARES CORE S&P 500 ETF (IVV) 180421 781880 ISHARES S&P 500 VALUE ETF (IVE) 119256 396295 ISHARES MSCI EAFE ETF (EFA) 215696 334931 ISHARES CORE S&P MID-CAP ETF (IJH) 57322 214791 ISHARES RUSSELL 1000 VALUE ETF (IWD) 170871 513928 ISHARES RUSSELL 1000 ETF (IWB) 98919 412273 SPDR SER TR DJ REIT ETF (RWR) 71122 137071 VANGUARD TOTAL INTERNATIONAL STOCK (VXUS) 810760 1167198 VANGUARD ENERGY INDEX FUND (VDE) 26860 95818 VANGUARD MATERIALS INDEX FUND (VAW) 48820 106556 VANGUARD MID-CAP VALUE INDEX FUND (VOE) 305565 527546 VANGUARD SMALL CAP VALUE ETF (VBR) 145586 280573 VANGUARD MID-CAP INDEX FUND (VO) 305245 532513 VANGUARD SMALL-CAP INDEX FUND (VB) 123863 225063 VANGUARD REAL ESTATE ETF (VNQ) AT COST 142799 175571 LIFE INSURANCE POLICY 2000000 2000000 SUBSCRIPTION MEMBERSHIP 815 0 815 WEBSITE 173 0 173 GIFTS TO CHARITIES 151 0 0 EXPENSE REIMBURSEMENT 178 0 178 ANNUITY DISTRIBUTION 935 935 935 TAX REFUND 3136 3136 ADVISORY FEES 32426 34426 0 US TREASURY 10014 0 0 FOREIGN TAXES PAID 3283 3283 0