2025-03-19T11:33:42-05:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2024-01-01 263922724 THE FOREST FUND INC FORE 3178295500 320 N MERIDIAN STREET 700 INDIANAPOLIS IN 46204 WENDY KORTEPETER PRESIDENT 3178295500 2025-03-11 1 1 VICTORIA L SNYDER P01575414 3175802000 2025-03-11 2024 2025-03-06 01:10:19Z X 6814419 X 0 X 106210 105129 1094159 3586117 1094159 88 88 1200457 1199376 0 0 0 3500 0 3500 33836 33836 0 9585 2135 0 198 198 0 47119 36169 3500 309861 309861 356980 36169 313361 843477 1163207 7625 9021 9021 117079 241391 241391 150 4553310 5271229 6564007 4678164 5521641 6814419 0 0 X 0 0 0 0 4678164 5521641 4678164 5521641 4678164 5521641 4678164 843477 0 5521641 0 5521641 PUBLICLY TRADED SECURITIES 3497791 2491958 1005833 1005833 CAPITAL GAINS DIVIDENDS P 88326 88326 88326 1094159 16169 0 16169 0 16169 0 0 0 0 0 396 16565 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 6656733 98811 0 6755544 0 0 6755544 101333 6654211 332711 332711 16169 16169 316542 0 316542 0 316542 313361 0 313361 316542 283340 0 0 313361 283340 0 0 30021 0 0 0 0 0 0 0 0 286521 0 0 0 WENDY KORTEPETER WILLIAM KORTEPETER WENDY KORTEPETER - PRESIDENT 320 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 3178295500 LETTER NONE NONE ASPEN HIGH SCHOOL 300 AVSC DR ASPEN CO 81611 N/A GOV SKI & SNOWBOARD CLUB 1500 COBURN PLACE SAFEHAVEN II INC 604 E 38TH ST INDIANAPOLIS IN 46205 N/A PC OPERATIONS 10000 COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC 4 VANDERBILT PARK DRIVE STE 300 ASHEVILLE NC 28803 N/A PC EMERGENCY AND DISASTER RESPONSE FUND - HURRICANE RELIEF 25000 CULVER COMMUNITY CHRISTMAS BASKET INC 17445 16TH ROAD CULVER IN 46511 N/A PC OPERATIONS 5000 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 5000 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 15000 GIRLS INC OF CHICAGO 56 E 47TH ST 210C CHICAGO IL 60653 N/A PC GENERAL OPERATIONS 5000 GRIT & GRACE GIRLS 368 CARL SANDERS DR ACWORTH GA 30101 N/A PC OPERATIONS 10000 ILLINOIS COALITION AGAINST DOMESTIC VIOLENCE 806 S COLLEGE SPRINGFIELD IL 62704 N/A PC OPERATIONS 5000 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION (DBA RILEY CHILDREN'S ENDOWMENT) 500 N MERIDIAN ST SUITE 100 INDIANAPOLIS IN 46204 N/A PC OPERATIONS 10000 LAKE MAXINKUCKEE ENVIRONMENTAL FUND INC PO BOX 187 CULVER IN 465110187 N/A PC OPERATIONS 11000 MIDWEST FOOD BANK 2031 WAREHOUSE RD NORMAL IN 61761 N/A PC OPERATIONS 15000 MOUNTAIN RESCUE ASPEN INC 37925 HIGHWAY 82 ASPEN CO 81611 N/A PC OPERATIONS 1000 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC BUILD POSSIBILITY CAMPAIGN 20000 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 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC OPERATIONS 20000 SAM'S WISH INC 12169 CRESTWOOD DRIVE CARMEL IN 46033 N/A PC OPERATIONS 10000 SECOND HELPINGS INC 1121 SOUTHEASTERN AVE INDIANAPOLIS IN 46202 N/A PC OPERATIONS 5000 SECOND PRESBYTERIAN CHURCH 7700 N MERIDIAN STREET INDIANAPOLIS IN 46260 N/A PC TO SUPPORT YOUTH MINISTRIES 15000 SOJOURNER TRUTH HOUSE INC C/O ANCILLA DOMINI SISTERS INC 1419 HOBART IN 46342 N/A PC YOUTH MINISTRIES 10000 ST VINCENT HOSPITAL FOUNDATION INC (DBA ASCENSION ST VINCENT FOUNDATION) C/O TAX DEPARTMENT PO BOX 45998 ST LOUIS MO 631455998 N/A PC OPERATIONS 10000 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 TOWN OF CULVER 200 E WASHINGTON ST CULVER IN 46511 N/A GOV REPLACEMENT OF PUBLIC PIER 16361 WINE TO WATER PO BOX 2567 BOONE NC 28607 N/A PC OPERATIONS 20000 309861 0 14 106210 18 1094159 SETTLEMENT INCOME 01 88 0 1200457 0 1200457 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. AMAZON.COM INC. 60963 160813 BATH & BODY WKS INC 66471 54200 CARMAX INC 44664 44968 COSTCO WHSL CORP NEW 1518 23823 KRAFT HEINZ CO 33114 31600 TYSON FOODS INC CL A 45900 40036 CONOCOPHILLIPS 29839 26677 EOG RESOURCES INC 24736 26477 ALLY FINL INC 57173 67447 BERKSHIRE HATHAWAY INC CL B 100504 169980 BLACKROCK INC 11479 37929 CAPITAL ONE FINL CORP 18410 59024 CITIGROUP INC 31057 51596 COMERICA INC 18379 22823 WELLS FARGO & CO NEW 19111 55700 CVS HEALTH CORP 23920 18899 DANAHER CORP 2112 26628 EDWARDS LIFESCIENCES CORP 14627 41087 THERMO FISHER SCIENTIFIC INC 3124 33815 UNITEDHEALTH GROUP INC 23197 48057 VEEVA SYSTEMS INC 25222 30275 EQUIFAX INC 41007 49186 HUNTINGTON INGALLS INDS INC 19069 17763 SUNRUN INC 13868 6475 UNITED AIRLINES HLDGS INC 22449 40879 ADOBE SYSTEMS 18533 45802 APPLE INC 2220 174793 FORTINET INC 50921 62546 GLOBAL PAYMENTS INC 28301 30368 INTEL CORP 54410 31980 KLA CORP 10453 59861 MICROSOFT CORP 35521 204849 NVIDIA CORP 97449 107029 PAYPAL HLDGS INC 29699 32774 RINGCENTRAL INC C1 A 20061 3956 SALESFORCE.COM INC 23102 70878 VISA INC CL A 2698 50251 ALBEMARLE CORP 28461 30989 MOSAIC CO 27371 24973 VENTAS INC 29532 39339 AT&T INC 50070 66147 ALPHABET INC CL A 22816 158065 META PLATFORMS INC 14303 77873 PINTEREST INC CL A 44205 48517 WARNER BROS DISCOVERY INC 32882 22535 AMERICAN ELEC PWR INC 29641 34217 NISOURCE INC COM 28524 40657 APTIV PLC 29489 16209 ASML HLDG NV NY REG SHS 17379 31882 CNH INDUSTRIAL NV 29361 32936 ROCHE HLDG LTD SP ADR 39018 31012 SCHLUMBERGER LTD 22685 28257 TAIWAN SEMICONDUCTOR MFG CO LTD SP ADR 13078 51544 JANUS HENDERSON ENTERPRISE CL I FD #102 371861 453316 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 339476 429246 OBERWEIS SMALL-CAP OPP CL INST 331186 314344 UNDISCOVERED MANAGERS BEHAVIORAL VALUE CL R6 FD 331186 303033 CAUSEWAY INTL VALUE INSTL FD #1271 267343 245031 DRIEHAUS EMERGING MKTS GROWTH FD 180624 194348 MAINSTAY PINESTONE INTERNATIONAL EQUITY CL R6 267343 263781 VANGUARD FTSE ALL WORLD EX-US INDEX ADM FD #570 267343 260053 VANGUARD S&P 500 EFT 1330771 1304459 BANKING FEES 198 198 0 SETTLEMENT INCOME 88 88 88 TRUSTEE/ADVISORY FEES 33836 33836 0 FOREIGN TAXES 2135 2135 0 EXCISE TAX PAYMENTS 7450 0 0