2024-05-13T11:51:36-05:00 2023-12-31 481111111 CBIZ MHM LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2023-01-01 203523866 THE SEMLER FAMILY FOUNDATION INC SEML 3179971615 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 462501651 JERRY SEMLER OFFICER 3179971615 2024-05-10 1 JERRY SEMLER 999009999 0 SUSIE M KEATON P00765420 3174722200 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1969260 X X 4532 4532 53305 53305 141910 862240 141910 199747 199747 0 0 0 2250 2250 0 18628 18628 0 2650 810 0 23528 21688 0 97700 97700 121228 21688 97700 78519 178059 13557 11825 11825 81921 44680 44680 64513 133199 132329 439622 682847 727830 187923 156555 160873 918645 755712 890470 500 1253 1253 1706681 1786071 1969260 0 0 X 1642061 1642061 0 0 64620 144010 1706681 1786071 1706681 1786071 1706681 78519 871 1786071 0 1786071 FIDELITY X2997 P 2022-12-31 2023-08-01 180742 169541 11201 11201 FIDELITY X2997 P 2020-11-19 2023-12-31 135295 147978 -12683 -12683 FIDELITY X3003 P 2023-03-01 2023-12-31 196710 202268 -5558 -5558 FIDELITY X3003 P 2021-11-12 2023-12-31 342017 200543 141474 141474 CAPITAL GAINS DIVIDENDS P 7476 7476 7476 141910 2475 0 2475 0 2475 1840 0 0 0 1840 0 635 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A JEFFREY SEMLER 3179971615 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 46250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 CONTRIBUTIONS TO VARIOUS PUBLIC CHARITIES TO CARRY OUT CHARITABLE GOALS. SEE LIST OF CHARITIES ATTACHED TO TAX RETURN. 0 0 1865450 23665 0 1889115 0 0 1889115 28337 1860778 93039 93039 2475 2475 90564 0 90564 0 90564 97700 0 97700 90564 0 0 31917 36053 19869 35810 123649 97700 0 0 0 90564 7136 0 0 130785 0 0 0 0 0 0 0 130785 31917 36053 19869 35810 7136 JEFFREY SEMLER 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 46250 3172851615 SUBMIT LETTER DESCRIBING NEED FOR AND PURPOSE OF REQUESTED CONTRIBUTION. N/A N/A 500 FESTIVAL FOUNDATION 21 VIRGINIA AVE INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 10000 ARCHDIOCESE OF INDIANAPOLIS PO BOX 6043 INDIANAPOLIS IN 46206 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 BENJAMIN HARRISON PRESIDENTIAL SITE INC 1230 N DELWARE STREET INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY GENERAL FUND 1000 BLESSINGS IN A BACKPACK INC 4121 SHELBYVILLE ROAD LOUSIVILLE KY 40207 NO RELATION PUBLIC CHARITY GENERAL FUND 100 BOYS & GIRLS CLUB OF TIPPECANOE CO 1529 N 10TH ST LAFAYETTE IN 47906 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 BOYSCOUTS CROSSROADS OF AMERICA GOV LUNCH 7125 FALL CREEK RD INDIANAPOLIS IN 46256 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 CATHOLIC RELIEF SERVICES USCCB 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NO RELATION PUBLIC CHARITY GENERAL FUND 1000 CLD WORLDWIDE 1963 N CAHUENGA BLVD 218 LOS ANGELES CA 90068 NO RELATION PUBLIC CHARITY GENERAL FUND 10000 CONNOR PRAIRIE 13400 ALLISONVILLE RD FISHERS IN 46038 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 10000 CROSSROADS OF AMERICA COUNCIL 7125 FALL CREEK RD INDIANAPOLIS IN 46256 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 2500 FOLDS OF HONOR FOUNDATION 5800 N PATRIOT DR OWASSO OK 74055 NO RELATION PUBLIC CHARITY GENERAL FUND 100 FRANCISCAN HEALTH FOUNDATION INC 1515 DRAGOON TRAIL MISHAWAKA IN 46544 NO RELATION PUBLIC CHARITY GENERAL FUND 100 GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 GUERIN CATHOLIC HIGH SCHOOL 15300 GRAY RD NOBLESVILLE IN 46062 NO RELATION PC GENERAL FUND 10000 HEAR INDIANA 4740 KINGSWAY DR SUITE 33 INDIANAPOLIS IN 46205 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 HOOSIER ART SALON 212 W 10TH ST INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 4000 HOSPITAL SISTERS OF ST FRANCIS FOUNDATION INC 4936 LAVERNA ROAD SPRINGFIELD IL 62707 NO RELATION PC GENERAL FUND 2300 INDIANA HISTORICAL SOCIETY 450 W OHIO ST INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 500 INDIANA REPERTORY THEATRE 140 W WASHINGTON ST INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 13000 INDIANAPOLIS SYMPHONY ORCHESTRA 45 MONUMENT CIRCLE INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 JOSEPH MALEY FOUNDATION PO BOX 681010 INDIANAPOLIS IN 46268 NO RELATION PUBLIC CHARITY GENERAL FUND 200 JUVENILE DIABETES RESEARCH FOUNDATION-GRANT 225 S EAST ST SUITE 280 INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 KATE'S KART 10376 LEO RD STE A FT WAYNE IN 46825 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 LAKE MAX ENVIROMENTAL FUND 116 N MAIN ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 LAKE MAXINKUCKEE ASSOCIATION 116 N MAIN ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT (FIREWORKS) 1000 LIAM & REECE KELLY FOUNDATION 15048 GLENMOORE CIR CARMEL IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 LITTLE ANGEL GOWNS LTD 562 S POST RD INDIANAPOLIS IN 46239 NO RELATION PC GENERAL FUND 100 MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVENUE 400 PHOENIX AZ 85016 NO RELATION PC GENERAL FUND 100 MDRT 3258 W TOUHY AVE PARK RIDGE IL 60068 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 MERCIFUL HELP CENTER-GRANT 1045 W 146TH ST SUITE A CARMEL IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 200 NATIONAL EATING DISORDERS ASSOCIATION 1500 BROADWAY STE 1101 NEW YORK NY 10036 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 PROVIDENCE CRISTO REY HIGH SCHOOL-GRANT 75 N BELLEVUE AVE INDIANAPOLIS IN 46222 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5300 RILEY CHILDRENS FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 SAGAMORE INSTITUTE INC PO BOX 301076 INDIANAPOLIS IN 46230 NO RELATION PC GENERAL FUND 2500 SEEDS OF HOPE 1425 MICKLEY AVE INDIANAPOLIS IN 46241 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 THE JULIAN CENTER INC 2011 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 NO RELATION PC GENERAL FUND 100 THE KIDNEY CANCER ASSOCIATION 2777 ALLEN PARKWAY 424 HOUSTON TX 77019 NO RELATION PC GENERAL FUND 100 THE TATUM PARKER PROJECT INC 1341 KIRKHAM LANE INDIANAPOLIS IN 46260 NO RELATION PC GENERAL FUND 100 UNITED CATHOLIC APPEAL (ARCH OF INDIANAPOLIS) PO BOX 6043 INDIANAPOLIS IN 46206 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 12500 WINGED VICTORY FUND 1445 OLDE BRIAR LANE CARMEL IN 46032 NO RELATION PC GENERAL FUND 1000 97700 0 14 4532 14 53305 18 141910 0 199747 0 199747 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2250 2250 0 ALLSPRING SHORT TERM HIGH YIELD BD INST 14245 13925 CARILLON REAMS UNCONSTRAINED BOND I 47399 51058 JACKSON ST UNIV EDL BLDG CORP MISS REV 24070 24911 JPMORGAN MORTGAGE BACKED SEC CLASS I 23705 21655 MAINSTAY MACKAY CONVERTIBLE CL I 21644 24678 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I 25492 24646 APPLE INC COM USD 0.00001 2056 14825 CHEVRON CORP NEW COM 11846 16408 CVS HEALTH CORPORATION COM 7248 9238 EXXON MOBIL CORP 14967 20796 FIFTH THIRD BANCORP 3639 4967 MERCK & CO. INC COM 9918 18860 MICROSOFT CORP 5875 16170 PRUDENTIAL FINANCIAL INC 8023 9438 QUALCOMM INC 6327 17211 VANGUARD COMMODITY STRATEGY FD ADMIRAL 16797 13719 VERIZON COMMUNICATIONS INC 14053 12705 STONERIDGE ALTERNTV LENDING RISK PREM I 27214 26606 DIAMOND HILL SHORT DURAT SEC BOND I 27800 28061 FEDERATED HERMES INSTL HIGH YLD BD IS 20000 21535 VANGUARD EMERGING MRKTS BOND ADMIRAL 13014 14049 EATON CORPORATION PLC 15869 23600 MEDTRONIC PLC 4557 4613 TE CONNECTIVITY LTD COM CHF0.57 10899 12224 ABBVIE INC COM USD 0.01 11881 12553 AIR PRODUCTS AND CHEMICALS INC. 16694 14511 AMERICAN ELEC PWR CO INC COM 8338 7310 ANALOG DEVICES INC COM 10863 12708 ASTRAZENECA ADR REP 0.5 ORD 4808 5119 BANK AMERICA CORP COM 10278 10842 BAXTER INTERNATIONAL INC COM USD 1.00 7589 7848 BRISTOL-MYERS SQUIBB CO COM 17751 12520 THE CIGNA GROUP COM 11766 11379 COTERRA ENERGY INC COM 2564 2603 CISCO SYSTEMS INC 13216 13842 CITIZENS FINL GROUP INC COM 15686 12196 EOG RESOURCES 6377 5806 ENBRIDGE INC COM 15168 13399 FIDELITY NATL INFORMATION SERVICES 6968 5647 GATX CORP COM STK 14031 14907 GENTEX CORP 13010 14762 HANOVER INSURANCE GROUP INC. 5243 4735 HOME DEPOT INC. 5692 6238 INGREDION INC COM 8442 9008 INTERNATIONAL BUS MACH CORP COM 9071 10958 INTERPUBLIC GROUP COS INC COM 14157 12893 JP MORGAN CHASE & CO 6282 7655 JOHNSON & JOHNSON COM USD 14173 13323 LOCKHEED MARTIN CORP 16665 16317 NEXSTAR MEDIA GROUP INC COMMON STOCK 8908 7054 NISOURCE INC COM 11332 11443 PEPSICO INC 10415 10360 PFIZER INC 14467 9472 POLARIS INC COM 12850 11467 PRICE T ROWE GROUPS COM 10588 10015 PRINCIPAL FINANCIAL GROUP INC COM 16996 14318 PROCTER & GAMBLE CO COM 4671 4836 RIO TINTO ADR EACH REP 1 ORD 12081 11318 SMUCKER J M CO COM NEW 15527 12891 SOUTHERN CO 6780 7012 STANLEY BLACK & DECKER INC 7365 8633 SYSCO CORP 10519 9799 TARGET CORP 10395 8830 TRAVELERS COMPANIES INC COM STK NPV 10576 10667 US BANCORP 12484 12335 UNION PAC CORP INC 4877 5895 WALMART INC COM 7951 8828 WALGREENS BOOTS ALLIANCE INC 3232 2298 WILLIAMS-SONOMA INC 4018 6255 133199 132329 0 0 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL AT COST 39094 37788 CALAMOS MARKET NEUTRAL INCOME CL I AT COST 35717 39051 DIAMOND HILL LONG/SHRT FUND CL I AT COST 17928 20731 FEDERATED HERMES INTL EQ CL IS AT COST 76926 84629 FIDELITY ADVISOR REAL ESTATE INCOME Z AT COST 39288 37653 FIDELITY INTERNATL INDEX FUND AT COST 97281 110065 FIDELITY TOTAL INTL INDEX FUND AT COST 39075 44727 ISHARES CORE S&P SMALL-CAP E AT COST 93362 103920 ISHARES S&P 500 GROWTH ETF AT COST 52862 85496 ISHARES S&P MIDCAP 400 INDEX FUND AT COST 28620 41573 ISHARES TR ISHS 1-5YR INVS AT COST 12206 11691 ISHARES TR ISHS 5-10YR INVS AT COST 10567 9568 JANUS HENDERSON ENTERPRISES AT COST 61490 66411 JP MORGAN MID CAP VALUE FUND CLASS L AT COST 12018 12840 PZENA EMERGING MKTS AT COST 35042 38716 SPDR SERIES TRUST S&P 600 SMCP VAL AT COST 44018 79145 ISHARES TR 10-20 YR TRS ETF AT COST 24874 26848 ISHARES TR MBS ETF AT COST 19227 20886 DIGITAL REALTY TRUST INC AT COST 4543 5518 OMEGA HEALTHCARE INVESTORS INC. AT COST 11574 13214 ACCRUED INTEREST 500 1253 1253 NONDIVIDEND DISTRIBUTIONS 364 ADJUSTMENT 507 FIDELITY FEES 18628 18628 0 FOREIGN TAX 810 810 0 INVESTMENT TAX 1840 0 0