2026-03-31T11:03:23-05:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2025-01-01 263922724 THE FOREST FUND INC FORE 3178295500 320 N MERIDIAN STREET 700 INDIANAPOLIS IN 46204 WENDY KORTEPETER PRESIDENT 3178295500 2026-03-26 1 VICTORIA L SNYDER P01575414 3175802000 2026-03-26 2025 2025-03-06 01:10:19Z X 7487270 X 0 X 97807 97807 478827 1821629 478827 20 20 576654 576654 0 0 0 3650 0 3650 34939 34939 0 33407 607 0 71996 35546 3650 280500 280500 352496 35546 284150 224158 541108 9021 8550 8550 241391 303717 303717 5271229 5433532 7175003 5521641 5745799 7487270 0 0 X 0 0 0 0 5521641 5745799 5521641 5745799 5521641 5745799 5521641 224158 0 5745799 0 5745799 OLD NATIONAL TRUST CO 1821629 1342802 478827 478827 478827 7521 0 7521 0 7521 16235 0 0 0 16235 0 8714 8714 0 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 1 2024 1 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 6882599 222965 0 7105564 0 0 7105564 106583 6998981 349949 349949 7521 7521 342428 0 342428 0 342428 284150 0 284150 342428 286521 0 0 284150 284150 0 0 0 0 0 0 0 0 0 0 2371 342428 0 0 0 WENDY KORTEPETER WILLIAM KORTEPETER WENDY KORTEPETER - PRESIDENT 320 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 3178295500 LETTER NONE NONE BROOKES PLACE FOR GRIEVING YOUNG PEOPLE INC 8935 N MERIDIAN ST STE 200 INDIANAPOLIS IN 46260 N/A PC GRIEF SUPPORT FOR YOUTH AND THEIR FAMILIES 5000 COBURN PLACE SAFEHAVEN II INC 604 E 38TH ST INDIANAPOLIS IN 46205 N/A PC OPERATIONS 10000 CULVER COMMUNITY CHRISTMAS BASKET INC 17445 16TH ROAD CULVER IN 46511 N/A PC OPERATIONS 5000 DIGNITY DINER FOUNDATION 909 W DIVERSEY PKWY UNIT 1E CHICAGO IL 60614 N/A PC HELPING THE HUNGRY 4000 DYSLEXIA INSTITUTE OF INDIANA INC 8395 KEYSTONE CROSSING SUITE 102 INDIANAPOLIS IN 46240 N/A PC OPERATIONS 5000 FIRST PRINCIPLES FORUM 545 EAST 70TH STREET INDIANAPOLIS IN 46220 N/A PC OPERATIONS 15000 FLINT CREEK WILDLIFE REHABILITATION 117 S COOK ST BOX 145 BARRINGTON IL 60010 N/A PC TO HELP INJURED AND ORPHANED WILDLIFE AND PROVIDE EDUCATIONAL PROGRAMMING REGARDING WILDLIFE CONSERVATION 2000 FOREVER FORTUNATE FELINES 520 WEST HALEYS HILL COURT PALATINE IL 60074 N/A PC CAT RESCUE AND ADOPTION 4000 GASTRO-INTESTINAL RESEARCH FOUNDATION INC 1954 FIRST STREET 167 HIGHLAND PARK IL 60035 N/A PC OPERATIONS 28500 GRIT & GRACE GIRLS 368 CARL SANDERS DR ACWORTH GA 30101 N/A PC OPERATIONS 10000 HOUSING OPPORTUNITIES AND MAINTENANCE FOR THE ELDERLY INC (HOME) 945 W GEORGE ST UNIT 218 CHICAGO IL 60657 N/A PC ASSISTANCE FOR LOW-INCOME ELDERLY 3000 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 12000 MIDWEST FOOD BANK 2031 WAREHOUSE RD NORMAL IN 61761 N/A PC OPERATIONS 20000 NEHEMIAH GROUP (DBA CHICAGO ECO HOUSE) 6439 S PEORIA ST UNIT 2 CHICAGO IL 60621 N/A PC SOUTHSIDE BLOOMS PROJECT 10000 NEW HOPE OF INDIANA 8450 NORTH PAYNE ROAD STE 300 INDIANAPOLIS IN 46268 N/A PC SERVICES FOR DISABLED PERSONS AND THEIR FAMILIES 20000 NOURISHING HOPE 3945 N SHERIDAN RD CHICAGO IL 60613 N/A PC FOOD, ENTAL HEALTH SUPPORT AND SOCIAL SERIVCES 4000 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC BUILD POSSIBILITY CAMPAIGN 20000 PLANNED PARENTHOOD OF ILLINOIS 17 N STATE ST UNIT 500 CHICAGO IL 60602 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 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC OPERATIONS 10000 SAM'S WISH INC 12169 CRESTWOOD DRIVE CARMEL IN 46033 N/A PC OPERATIONS 10000 SARAHS CIRCLE 4838 NORTH SHERIDAN RD CHICAGO IL 60640 N/A PC SERVICES AND HOUSING FOR HOMELESS WOMEN 3000 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 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 280500 0 14 97807 18 478827 SETTLEMENT INCOME 01 20 0 576654 0 576654 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3650 0 3650 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 DESCRIBED IN REGULATIONS SECTION 53.4941(D)-3. AMAZON.COM INC. 43446 125335 BATH & BODY WKS INC 48327 20803 CARMAX INC 29993 15765 CARNIVAL CORP PARED CTF 23140 33289 COSTCO WHSL CORP NEW 1110 16384 KRAFT HEINZ CO 37557 28979 CONOCOPHILLIPS 21867 18628 EOG RESOURCES INC 10879 9976 SIB LIMITED 23196 28862 AON PLC SHS CL A 10664 10586 CHUBB LIMITED COM 10644 11861 ALLY FINL INC 29820 45969 BERKSHIRE HATHAWAY INC CL B 100504 188494 BLACKROCK INC 8377 28899 CITIZENS FINL GROUP INC COM 34172 39252 PAYPAL HLDGS INC COM 30774 23294 US BANCORP DEL COM NEW 38061 43595 VISA INC COM CL A 2003 41384 WELLS FARGO & CO NEW 12604 48744 CVS HEALTH CORP 28348 39045 DANAHER CORP 3240 27928 RESMED INC COM 28530 26737 ROCHE HLDG LTD SPONSORED ADR 27327 33607 THERMO FISHER SCIENTIFIC INC 2307 27814 UNITEDHEALTH GROUP INC 17092 23108 VEEVA SYSTEMS INC 18165 23886 CNH INDL NV SHS 21766 19869 EQUIFAX INC 30383 31028 HUNTINGTON INGALLS INDS INC 21304 35367 MUELLER INDS INC COM 30399 32374 VERTIV HOLDINGS LLC COM CL A 17830 22843 ASML HOLDING NV NYREGISTRY SHS 17379 49214 ADOBE SYSTEMS 13855 26949 APPLE INC 1644 140552 FORTINET INC 37768 38990 INTEL CORP 33836 43616 KLA CORP 5282 58324 MARVELL TECHNOLOGY GROUP LTD COM 37318 35862 MICROSOFT CORP 26385 174587 NVIDIA CORP 95126 145097 SALESFORCE.COM INC 13076 31789 TAIWAN SEMICONDUCTOR MFG CO LTD SP ADR 9671 58651 ALBEMARLE CORP 18474 37764 CROWN HLDGS INC COM 22938 24198 VENTAS INC 21885 38303 AT&T INC 26099 40365 ALPHABET INC CL A 16914 193747 META PLATFORMS INC 10647 65349 PINTEREST INC CL A 29866 32104 AMERICAN ELEC PWR INC 21971 31710 NISOURCE INC COM 21148 34243 JANUS HENDERSON ENTERPRISE CL I FD #102 398868 482079 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 398029 479685 OBERWEIS SMALL-CAP OPP CL INST 350266 383443 UNDISCOVERED MANAGERS BEHAVIORAL VALUE CL R6 FD 361311 312121 CAUSEWAY INTL VALUE INSTL FD #1271 157142 182363 DRIEHAUS EMERGING MKTS GROWTH FD 163992 233379 NYLI PINESTONE INTERNATIONAL EQUITY CL R6 157457 171191 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO 387928 441699 FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 48489 48315 VANGUARD INDEX FDS S&P 500 ETF SHS NEW 1719941 1978595 MOLSON COORS BEVERAGE COMPANY 44998 37014 SETTLEMENT INCOME 20 20 20 TRUSTEE/ADVISORY FEES 34939 34939 0 FOREIGN TAXES 607 607 0 EXCISE TAX PAYMENTS 32800 0 0