SEMLER FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SEMLER FAMILY FOUNDATION INC (EIN 20-3523866)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349102244
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:52:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921420131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 RIVER CROSSING PKWY STE 100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203523866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEMLER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEML | BusinessNameControlTxt |
| Phone | 3179971615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7920 BEAUMONT GREEN WEST DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462501651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SEMLER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3179971615 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSIE M KEATON | PreparerPersonNm |
| PTIN | P00765420 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,217,606 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,397 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,397 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,650 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,257 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,435 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $567 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,559 | CashBOYAmt |
| Cash EOY | $20,008 | CashEOYAmt |
| Cash EOYFMV | $20,008 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,317 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $83,549 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $84,009 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $84,411 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $764,514 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,036,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,299,843 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $126,869 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $78,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,077 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $774,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $530,024 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $677,107 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $766 | OtherAssetsBOYAmt |
| Other Assets EOY | $843 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $843 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,826,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,802,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,217,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,642,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,642,061 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $184,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,386 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,826,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,802,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,826,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,802,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,826,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $244 | OtherIncreasesAmt |
| Subtotal | $1,813,254 | SubtotalAmt |
| Other Decreases | $10,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,802,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 2997 | P | 2025-07-01 | 2025-12-31 | $59,916 | $56,825 | $3,091 | $3,091 |
| FIDELITY 2997 | P | 2024-07-01 | 2025-12-31 | $251,675 | $219,051 | $32,624 | $32,624 |
| FIDELITY 3003 | P | 2025-07-01 | 2025-12-31 | $2,078 | $2,862 | -$784 | -$784 |
| FIDELITY 3003 | P | 2024-07-01 | 2025-12-31 | $34,346 | $31,896 | $2,450 | $2,450 |
| CAPITAL GAINS DIVIDENDS | P | $13,269 | $13,269 | $13,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,236 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $524 | OverpaymentAmt |
| Applied To ES Tax | $524 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY SEMLER | IndividualWithBooksNm |
| Phone | 3179971615 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7920 BEAUMONT GREEN WEST DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSEMARY R SEMLER | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL R SEMLER | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | TREASURER | 1.00 | $0 | $0 | $0 |
| KIMBERLY D HAMILTON | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARY D DODSON | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN R SEMLER | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN D TERRELL | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY R SEMLER | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SALLY D BUTLER | ||||||||
| 7920 BEAUMONT GREEN WEST DR | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS PUBLIC CHARITIES TO CARRY OUT CHARITABLE GOALS. SEE LIST OF CHARITIES ATTACHED TO TAX RETURN. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,076,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,095,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,095,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,063,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,236 | TotalTaxAmt |
| Distributable Before Adj | $101,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,136 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $98,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $851 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $851 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $98,017 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,202 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,869 | ExcessFromYear4Amt |
| Excess From Year3 | $35,810 | ExcessFromYear3Amt |
| Excess From Year2 | $7,136 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY SEMLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7920 BEAUMONT GREEN WEST DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3172851615 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT LETTER DESCRIBING NEED FOR AND PURPOSE OF REQUESTED CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUT TROOP 131 | |||||||
| 249 MALIBU DRIVE | BOLINGBROOK | IL | 60440 | NO RELATION | PC | GENERAL FUND | $600 |
| CONNOR PRAIRIE | |||||||
| 13400 ALLISONVILLE RD | FISHERS | IN | 46038 | NO RELATION | PC | PROGRAM SUPPORT | $10,000 |
| CROSSROADS OF AMERICA COUNCIL | |||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | NO RELATION | PC | PROGRAM SUPPORT | $5,600 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NO RELATION | PC | GENERAL FUND | $400 |
| FRANCISCAN HEALTH FOUNDATION INC | |||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | NO RELATION | PC | GENERAL FUND | $200 |
| GLEANERS FOOD BANK | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | NO RELATION | PC | PROGRAM SUPPORT | $1,000 |
| GUERIN CATHOLIC HIGH SCHOOL | |||||||
| 15300 GRAY RD | NOBLESVILLE | IN | 46062 | NO RELATION | PC | GENERAL FUND | $5,000 |
| HEAR INDIANA | |||||||
| 4740 KINGSWAY DR SUITE 33 | INDIANAPOLIS | IN | 46205 | NO RELATION | PC | PROGRAM SUPPORT | $400 |
| HOLY ANGELS INC | |||||||
| PO BOX 710 | BELMONT | NC | 28012 | NO RELATION | PC | GENERAL FUND | $8,000 |
| INDIANA GOLF FOUNDATION | |||||||
| PO BOX 26159 | INDIANAPOLIS | IN | 46226 | NO RELATION | PC | PROGRAM SUPPORT | $400 |
| INDIANA HISTORICAL SOCIETY | |||||||
| 450 W OHIO ST | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | PROGRAM SUPPORT | $1,000 |
| INDIANA REPERTORY THEATRE | |||||||
| 140 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NO RELATION | PC | PROGRAM SUPPORT | $10,000 |
| K9 FOR WARRIORS | |||||||
| 114 CAMP K9 RD | PONTE VERDA | FL | 32081 | NO RELATION | PC | PROGRAM SUPPORT | $400 |
| KATE'S KART | |||||||
| 10376 LEO RD STE A | FT WAYNE | IN | 46825 | NO RELATION | PC | PROGRAM SUPPORT | $200 |
| LAKE MAXINKUCKEE ASSOCIATION | |||||||
| 116 N MAIN ST | CULVER | IN | 46511 | NO RELATION | PC | PROGRAM SUPPORT (FIREWORKS) | $2,000 |
| LIAM & REECE KELLY FOUNDATION | |||||||
| 15048 GLENMOORE CIR | CARMEL | IN | 46032 | NO RELATION | PC | PROGRAM SUPPORT | $200 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2345 W 86TH ST | INDIANAPOLIS | IN | 46260 | NO RELATION | PC | PROGRAM SUPPORT | $1,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING RD | INDIANAPOLIS | IN | 46222 | NO RELATION | PC | GENERAL FUND | $20,400 |
| MERCIFUL HELP CENTER-GRANT | |||||||
| 1045 W 146TH ST SUITE A | CARMEL | IN | 46032 | NO RELATION | PC | PROGRAM SUPPORT | $1,000 |
| NATIONAL EATING DISORDERS ASSOCIATION | |||||||
| 1500 BROADWAY STE 1101 | NEW YORK | NY | 10036 | NO RELATION | PC | PROGRAM SUPPORT | $200 |
| PROVIDENCE CRISTO REY HIGH SCHOOL-GRANT | |||||||
| 75 N BELLEVUE AVE | INDIANAPOLIS | IN | 46222 | NO RELATION | PC | PROGRAM SUPPORT | $5,200 |
| PURDUE UNIVERSITY FOUNDATION | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NO RELATION | PC | PROGRAM SUPPORT | $1,000 |
| RILEY CHILDRENS FOUNDATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | NO RELATION | PC | PROGRAM SUPPORT | $2,700 |
| SAGAMORE INSTITUTE INC | |||||||
| PO BOX 301076 | INDIANAPOLIS | IN | 46230 | NO RELATION | PC | GENERAL FUND | $1,000 |
| SEEDS OF HOPE | |||||||
| 1425 MICKLEY AVE | INDIANAPOLIS | IN | 46241 | NO RELATION | PC | PROGRAM SUPPORT | $5,600 |
| SISTERS OF ST FRANCIS | |||||||
| 22143 MAIN STREET | OLDENBURG | IN | 47036 | NO RELATION | PC | GENERAL FUND | $1,000 |
| THE CENTRAL INDIANA POLICE FOUNDATION INC | |||||||
| 1525 SHELBY ST | INDIANAPOLIS | IN | 46203 | NO RELATION | PC | GENERAL FUND | $2,500 |
| THE JULIAN CENTER INC | |||||||
| 2011 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | GENERAL FUND | $200 |
| CHILDREN'S FLIGHT OF HOPE | |||||||
| 751 CORPORATE CENTER DR 130 | RALEIGH | NC | 27607 | NO RELATION | PC | GENERAL FUND | $200 |
| FRANCINE'S FRIENDS (FF MAMMOGRAPHY) | |||||||
| 709 CLAY STREET STE 101 | FORT WAYNE | IN | 46802 | NO RELATION | PC | GENERAL FUND | $400 |
| SISTERS OF PERPETUAL INDULGENCE INC | |||||||
| 584 CASTRO STREET 392 | SAN FRANCISCO | CA | 94114 | NO RELATION | PC | GENERAL FUND | $200 |
| LAFAYETTE URBAN MINISTRY INC | |||||||
| 420 NORTH 4TH STREET | LAFAYETTE | IN | 47901 | NO RELATION | PC | GENERAL FUND | $200 |
| CENTER FOR LEADERSHIP DEVELOPMENT INC | |||||||
| 2425 DR MARTIN LUTHER KING JR ST | INDIANAPOLIS | IN | 462085546 | NO RELATION | PC | GENERAL FUND | $2,900 |
| BISHOP CHATARD HIGH SCHOOL INC | |||||||
| 5885 CRITTENDEN AVE | INDIANAPOLIS | IN | 462202840 | NO RELATION | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,397 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,257 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,257 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSPRING SHORT TERM HIGH YIELD BD INST | $3,768 | $3,720 |
| CARILLON REAMS UNCONSTRAINED BOND I | $42,682 | $47,600 |
| STONE RIDGE HIGH YLD REINSRNCE RSK PREM I | $32,520 | $31,757 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM USD 0.01 | $6,601 | $10,282 |
| AIR PRODUCTS AND CHEMICALS INC. | $5,670 | $4,446 |
| AMERICAN ELEC PWR CO INC COM | $7,065 | $9,686 |
| ANALOG DEVICES INC COM | $5,941 | $9,492 |
| APPLE INC | $988 | $10,059 |
| ASTRAZENECA PLC SPON ADR EACH REP 0.50 | $6,704 | $9,653 |
| BANK AMERICA CORP COM | $5,144 | $9,735 |
| BRISTOL-MYERS SQUIBB CO COM | $9,749 | $7,228 |
| CHEVRON CORP NEW COM | $6,454 | $9,297 |
| CISCO SYSTEMS INC | $5,450 | $8,704 |
| CITIZENS FINL GROUP INC COM | $6,692 | $9,170 |
| COHEN & STEERS INSTL REALTY SHARES | $36,961 | $38,698 |
| CORNING INC | $1,346 | $3,065 |
| DIAMOND HILL SHORT DURAT SEC BOND I | $31,300 | $32,422 |
| EASTMAN CHEM CO COM | $2,424 | $1,532 |
| EATON CORPORATION PLC | $5,505 | $10,829 |
| ENBRIDGE INC COM | $8,522 | $9,996 |
| ENTERGY CORP | $6,489 | $11,461 |
| EOG RESOURCES | $3,843 | $3,045 |
| EXXON MOBIL CORP | $6,878 | $12,515 |
| FEDERATED HERMES INSTL HIGH YLD BD IS | $22,500 | $24,498 |
| FIFTH THIRD BANCORP | $1,971 | $3,651 |
| GATX CORP COM STK | $3,281 | $4,918 |
| GENTEX CORP | $7,196 | $5,818 |
| HANOVER INSURANCE GROUP INC. | $2,823 | $3,838 |
| HOME DEPOT INC. | $3,478 | $3,785 |
| INGREDION INC COM | $4,882 | $5,292 |
| INTERNATIONAL BUS MACH CORP COM | $4,468 | $9,775 |
| ISHARES CORE S&P 500 ETF | $174,916 | $216,441 |
| JANUS DETROIT STR TR HENDERSON MTG | $24,490 | $24,901 |
| JOHNSON & JOHNSON COM USD | $8,126 | $10,141 |
| JP MORGAN CHASE & CO | $5,631 | $11,278 |
| LOCKHEED MARTIN CORP | $9,218 | $9,673 |
| MEDTRONIC PLC | $3,662 | $4,323 |
| MERCK & CO. INC COM | $4,822 | $9,789 |
| MICROSOFT CORP | $2,596 | $9,189 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | $5,345 | $5,482 |
| NISOURCE INC COM | $6,051 | $10,022 |
| NYLI MACKAY CONVERTIBLE CL I | $26,944 | $32,823 |
| OBERWEIS SMALL CAP OPPORTUNITIES INSTL | $65,014 | $75,867 |
| PEPSICO INC | $8,195 | $6,889 |
| PFIZER INC | $8,707 | $4,930 |
| PRICE T ROWE GROUPS COM | $6,998 | $6,348 |
| PRINCIPAL FINANCIAL GROUP INC COM | $9,152 | $8,645 |
| PROCTER & GAMBLE CO COM | $6,356 | $5,876 |
| PRUDENTIAL FINANCIAL INC | $3,845 | $5,305 |
| QUALCOMM INC | $2,262 | $7,526 |
| RIO TINTO ADR EACH REP 1 ORD | $7,471 | $7,523 |
| SOUTHERN CO | $3,865 | $4,970 |
| STANLEY BLACK & DECKER INC | $5,322 | $5,348 |
| STARBUCKS CORP COM | $4,145 | $3,958 |
| STONERIDGE ALTERNTV LENDING RISK PREM I | $11,559 | $11,783 |
| SYSCO CORP | $5,731 | $5,379 |
| TARGET CORP | $5,365 | $3,128 |
| TE CONNECTIVITY LTD COM CHF0.57 | $4,385 | $7,963 |
| THE AMBASSADOR FUND INSTL | $15,687 | $15,246 |
| THE CIGNA GROUP COM | $4,954 | $4,404 |
| TRAVELERS COMPANIES INC COM STK NPV | $6,044 | $9,282 |
| UNION PAC CORP INC | $3,861 | $4,395 |
| US BANCORP | $6,650 | $8,858 |
| VANGUARD COMMODITY STRATEGY FD ADMIRAL | $22,325 | $20,186 |
| VANGUARD EMERGING MRKTS BOND ADMIRAL | $22,888 | $25,452 |
| VERIZON COMMUNICATIONS INC | $6,530 | $7,657 |
| WALMART INC COM | $3,313 | $7,799 |
| WILLIAMS-SONOMA INC | $1,426 | $3,929 |
| ARTISAN INTL VALUE FUND ADVISOR | $103,392 | $100,975 |
| JPMORGAN HEDGED EQUITY CLASS I | $21,538 | $23,276 |
| ISHARES CORE S&P 500 ETF | $127,941 | $221,921 |
| ACCENTURE PLC | $3,238 | $3,488 |
| BLACKROCK INC COM | $2,895 | $3,211 |
| BROADCOM INC COM | $9,811 | $16,613 |
| CATERPILLAR INC COM | $2,366 | $4,010 |
| COCA-COLA CO | $5,645 | $6,082 |
| OMNICOM GROUP INC COM USD0.15 | $7,814 | $6,056 |
| UNITEDHEALTH GROUP INC | $3,027 | $3,301 |
| WELLS FARGO CO NEW COM | $4,433 | $5,312 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $84,009 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $84,411 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL | AT COST | $30,081 | $30,926 |
| CALAMOS MARKET NEUTRAL INCOME CL I | AT COST | $44,447 | $52,481 |
| FIDELITY ADVISOR REAL ESTATE INCOME Z | AT COST | $22,934 | $23,468 |
| FIDELITY INTERNATL INDEX FUND | AT COST | $112,004 | $159,489 |
| ISHARES TR 10-20 YR TRS ETF | AT COST | $32,604 | $32,738 |
| ISHARES TR ISHS 1-5YR INVS | AT COST | $26,969 | $27,868 |
| ISHARES TR ISHS 5-10YR INVS | AT COST | $15,630 | $15,194 |
| JANUS HENDERSON ENTERPRISES | AT COST | $74,490 | $84,124 |
| OMEGA HEALTHCARE INVESTORS INC. | AT COST | $6,093 | $11,262 |
| PZENA EMERGING MKTS | AT COST | $38,056 | $52,186 |
| SPDR SERIES TRUST S&P 600 SMCP VAL | AT COST | $42,721 | $83,874 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $40,053 | $60,852 |
| J P MORGAN EXCHANGE TRADED TO MORTGAGE | AT COST | $34,166 | $32,883 |
| JANUS DETROIT STR TR HENDRSON AAA CL | AT COST | $9,776 | $9,762 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $766 | BOYBookValueAmt |
| EOY Book Value | $843 | EOYBookValueAmt |
| EOYFMV | $843 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $10,807 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $244 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY FEES | CategoryTxt |
| Amt | $20,435 | Amt |
| Net Investment Income | $20,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $567 | $567 | $0 |
| PF TAX | $1,021 | $0 | $0 |