2023-05-12T09:38:08-05:00 2022-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2022-01-01 205274525 THE HAGEMAN FOUNDATION INC HAGE 3179278300 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 SANDRA HAGEMAN SECRETARY 3179278300 2023-05-05 1 SANDRA HAGEMAN 999009999 0 JOHN R BRUCH P00019237 3175802000 2023-05-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2300743 X 100409 55250 55250 15912 167752 15912 171571 71162 0 0 0 343 0 0 4195 0 4195 8497 8497 0 3517 1325 0 154 0 0 16706 9822 4195 118165 118165 134871 9822 122360 36700 61340 207340 263681 263681 1844554 1824913 2037062 2051894 2088594 2300743 275 275 275 275 X 0 0 0 0 2051619 2088319 2051619 2088319 2051894 2088594 2051619 36700 0 2088319 0 2088319 STOCK FUNDS, 408.497 SHS AMERICAN BEACON AHL MNGD FUTURES STRAT Y P 2020-07-30 2022-09-19 5000 4383 617 617 STOCK FUNDS, 164.486 SHS AQR LARGE CAP DEFENSIVE STYLE R6 P 2019-10-29 2022-09-19 4390 3766 624 624 STOCK FUNDS, 2,824.605 SHS ARTISAN INTERNATIONAL ADV P 2020-09-09 2022-10-06 61143 86700 -25557 -25557 STOCK FUNDS, 294.118 SHS CAUSEWAY INTERNATIONAL VALUE INSTL P 2014-01-14 2022-09-19 4240 4738 -498 -498 STOCK FUNDS, 420.332 SHS DFA US LARGE CAP VALUE PRTF INSTL P 2019-09-20 2022-09-19 17190 15525 1665 1665 STOCK FUNDS, 63.447 SHS GMO OPPORTUNISTIC INCOME FUND INSTL P 2020-07-29 2022-09-19 1540 1626 -86 -86 STOCK FUNDS, 805.317 SHS GMO RESOURCES FUND I P 2019-03-04 2022-09-19 20600 16361 4239 4239 STOCK FUNDS, 59.008 SHS JPMORGAN EXCHANGE TRADED FD INFLATION P 2014-08-06 2022-09-19 2778 2951 -173 -173 STOCK FUNDS, 1,589.595 SHS PZENA EMERGING MRKTS FOCUSED VAL INSTL P 2019-09-20 2022-09-19 16490 15790 700 700 CAPITAL GAINS DIVIDENDS P 34381 34381 34381 15912 853 0 853 0 853 1560 0 0 0 1560 0 707 707 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A SANDRA HAGEMAN 3179278300 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 STEVE J HAGEMAN 11790 SYCAMORE ST ZIONSVILLE IN 46077 PRESIDENT/TREASURER 0.50 0 0 0 SANDRA L HAGEMAN 11790 SYCAMORE ST ZIONSVILLE IN 46077 VICE PRESIDENT/SECRETARY 0.50 0 0 0 SARA HAGEMAN SCHENCK 6042 DIVISION RD WAYNETOWN IN 47990 DIRECTOR 0.50 0 0 0 SHANE HAGEMAN 601 ALVERNA DRIVE INDIANAPOLIS IN 46260 DIRECTOR 0.50 0 0 0 STEPHANY JACKSON 1864 W 725 N LEBANON IN 46052 DIRECTOR 0.50 0 0 0 JANA HAGEMAN 601 ALVERNA DRIVE INDIANAPOLIS IN 46260 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2190096 191858 0 2381954 0 0 2381954 35729 2346225 117311 117311 853 853 116458 0 116458 0 116458 122360 0 122360 116458 118132 0 0 122360 118132 0 0 4228 0 0 0 0 0 0 0 0 112230 0 0 0 STEVE J HAGEMAN SANDRA L HAGEMAN X ADULT & TEEN CHALLENGE USA PO BOX 564 LEBANON IN 46052 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 ADVOCATES FOR CHILDREN AND FAMILIES INC 493 WESTFIELD ROAD SUITE C NOBLESVILLE IN 46060 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 AEDC ALBERT R BUTCH HOPKINS MEMORIAL SCHOLARSHIP FOUNDATION 1800 MARTIN LUTHER KING JR AVE WASHINGTON DC 20020 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2500 ALLIANCE DEFINDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 ARCADIA CHURCH OF THE BRETHREN INC 26901 NORTH SR19 ARCADIA IN 46030 N/A PC ANGEL'S ATTIC 1000 BIBLICAL MINISTRIES WORLDWIDE 1595 HERRINGTON RD LAWRENCEVILLE GA 30043 N/A PC MURT HARRINGTON SCHOLARSHIP 600 BOONE AND CROCKETT CLUB FOUNDATION INC 250 STATION DRIVE MISSOULA MT 59801 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 6465 BOYS II MEN INC 4850 GUION ROAD INDIANAPOLIS IN 46254 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 CALVARY CHAPEL CHINO HILLS 4201 EUCALYPTUS AVENUE CHINO CA 91710 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 CHARITY INC 350 COUNTY ROAD 248 BERRYVILLE AR 72616 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 COLLIN J BOWEN MEMORIAL SCHOLARSHIP INC 8700 NORTH STREET SUITE 120 FISHERS IN 46038 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 CONNER PRAIRIE 13400 ALLISONVILLE ROAD FISHERS IN 46038 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 FAMILY PROMISE OF HAMILTON COUNTY PO BOX 2073 NOBLESVILLE IN 46061 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1500 FLORIDA STATE UNIVERSITY FOUNDATION INC 2010 LEVY AVE SUITE 300 TALLAHASSEE FL 32310 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1500 GLENN CANYON INSTITUTE 3090 EAST 3300 SOUTH SUITE 400 SALT LAKE CITY UT 84109 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HARRISON CENTER FOR THE ARTS INC 1505 N DELAWARE STREET INDIANAPOLIS IN 46202 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 1000 HOOSIER CHRISTIAN FOUNDATION INC 70 EAST 91ST STREET SUITE 100 INDIANAPOLIS IN 46240 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 INDIANA UNIVERSITY FOUNDATION - CENTER FOR RE STUDIES 1309 EAST 10TH STREET BLOOMINGTON IN 47405 N/A PC GENERAL OPERATING FUND CONTRIBUTION 3500 INDIANAPOLIS NEIGHBORHOOD HOUSING PARTNERSHIP INC 3550 N WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 1000 INDIANAPOLIS ZOOLOGICAL SOCIETY INC 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 INDY PICKLEBALL CLUB INC 7331 PARKSIDE DRIVE INDIANAPOLIS IN 46226 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 INSTITUTE FOR AFFORDABLE TRANSPORTATION 5868 E 71ST ST E199 INDIANAPOLIS IN 46220 N/A PC CONTRIBUTION FOR THE CONTINUED DEVELOPMENT OF BUSINESS IN AFRICA AND THE BUV BUSINESS-AS-MISSION MODEL. 1000 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 LAFAYETTE GREAT BANQUET 1310 EAST 3RD STREET FOWLER IN 47944 N/A PC SPRING BANQUET AND AWAKENING 1000 LEGGE LOWDEN FARM FOUNDATION TRUST 1301 W 22ND STREET SUITE 615 OAK BROOK IL 60523 N/A SO I CONTRIBUTION TO INNOVATION AND EDUCATION CENTER 15000 MORE THAN CONQUERORS 7558 S STATE RD 67 SUITE D PENDLETON IN 46064 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 NATIONAL ASSOCIATION OF WOMEN IN CONSTRUCTION 1713 N RICHARDT AVENUE INDIANAPOLIS IN 46219 N/A NC SCHOLARSHIP FUNDEXPENDITURE RESPONSIBILITY WAS EXERCISED 500 PINK RIBBON CONNECTION INC 1139 SHELBY STREET INDIANAPOLIS IN 46203 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 PURDUE CANCER RESEARCH 201 S UNIVERSITY STREET WEST LAFAYETTE IN 47907 N/A PC CONTRIBUTION FOR PURDUE UNIVERSITY CENTER FOR CANCER RESEARCH 2500 PURDUE RESEARCH FOUNDATION 1281 WIN HENTSCHEL BLVD WEST LAFAYETTE IN 47906 N/A PC LEROY KEYS PROJECT 25000 RADIANT COMMUNITIES DEVELOPMENT CORPORATION 12821 E NEW MARKET ST SUITE 100 CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 6000 RAZOM INC 140 2ND AVENUE SUITE 305 NEW YORK NY 10003 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 REACH FOR YOUTH INC 3505 N WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 SMALL CHURCH USA CORP 3 N SUGAR CLIFF DR CRAWFORDSVILLE IN 47933 N/A PC GENERAL OPERATING FUND CONTRIBUTION 3700 THE CENTER FOR THE PERFORMING ARTS INC ONE CENTER GREEN CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 THE INDIANA FFA FOUNDATION INC PO BOX 9 TRAFALGAR IN 46181 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 THE MOODY BIBLE INSTITUTE OF CHICAGO 820 N LASALLE BLVD CHICAGO IL 60610 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 THE SALVATION ARMY 6060 CASTLEWAY W DRIVE INDIANAPOLIS IN 46250 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 THOMAS J HUGHES MINISTRIES INC 281 N STATE STREET SUITE A311 SAN JACINTO CA 92583 N/A POF GENERAL OPERATING FUND CONTRIBUTION 250 TRADER'S POINT CHRISTIAN CHURCH 6590 S INDIANAPOLIS RD WHITESTOWN IN 46075 N/A PC GENERAL OPERATING FUND CONTRIBUTION 400 UNCONDITIONAL INC 241 S STATE AVENUE SUITE A INDIANAPOLIS IN 46201 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 WHITE COUNTY REMC COMMUNITY FUND INC PO BOX 1154 MONTICELLO IN 47960 N/A PC HAGEMAN & HARRINGTON SCHOLARSHIP 3000 ZIONSVILLE LIONS PARK INC PO BOX 252 ZIONSVILLE IN 46077 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 118165 0 14 55250 18 15912 0 71162 0 71162 0 0 0 0 0 0 0 0 0 0 X X 1 SANDRA & STEVE HAGEMAN CLAT 11790 SYCAMORE ST ZIONSVILLE IN 46077 100409 X ACCOUNTING FEES 4195 0 4195 THE NATIONAL ASSOCIATION OF WOMEN IN CONSTRUCTION 1713 N RICHARDT AVENUE INDIANAPOLIS IN 46219 2022-09-09 500 GRANT WAS MADE TO SUPPORT GRANTEE'S SCHOLARSHIP FUND THAT ASSISTS COLLEGE-AGE STUDENTS PURSUING A DEGREE OR TRADE IN THE ARCHITECTURAL, ENGINEERING OR CONSTRUCTION FIELD. 500 NONE 050423 2023-05-04 NO AMOUNTS CONTRIBUTED TO THE NATIONAL ASSOCIATION OF WOMEN IN CONSTRUCTION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE. FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH STEVE AND SANDRA HAGEMAN ARE SUBSTANTIAL CONTRIBUTORS TO THE HAGEMAN FOUNDATION INC AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDED "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD AS VOLUNTEERS AND KEEPING ITS BOOKS. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. APPLE INC AT COST 12887 60287 CARILLON REAMS CORE PLUS BOND AT COST 148095 139311 CAUSEWAY INTERNATIONAL VALUE INSTL AT COST 106512 105322 DODGE & COX INCOME AT COST 156339 138732 JP MORGAN INFLATION MANAGED BOND SELECT AT COST 36258 34388 SPDR S&P 500 ETF TRUST UNIT SER I S&P AT COST 96079 242461 PZENA EMERGING MRKTS FOCUSED VAL INSTL AT COST 67310 73420 AQR LARGE CAP DEFENSIVE STYLE AT COST 61156 66902 BAILLIE GIFFORD EMERG MRKTS EQ INSTL AT COST 80565 69233 DFA GLOBAL REAL ESTATE SEC PORTFOLIO AT COST 91200 73855 DFA US LARGE CAP VALUE PRTF INSTL AT COST 93449 108714 GMO RESOURCES SERIES FUND CL PS AT COST 62339 77470 VANGUARD TOTAL STOCK MARKET INDEX AT COST 276300 347496 AMERICAN BEACON AHL MNGD FUTURES STRAT Y AT COST 46817 45397 GMO ALTERNATIVE ALLOCATION FD I AT COST 58450 55457 GOLDMAN SACHS GQG PARTNERS INTL OPP I AT COST 92900 90769 NUANCE CONCENTRATED VAL LG SHT INSTIT CL AT COST 61350 52373 GMO OPPORTUNISTIC INCOME FUND INSTL AT COST 37174 34481 ISHARES TR MSCI USA MMENTM AT COST 47883 57934 KOPERNIK GLOBAL ALL CAP FUND INSTL AT COST 94550 66633 WILLIAM BLAIR INTERNAT'L GROWTH I AT COST 97300 96427 LEGAL FEES 343 0 0 MISCELLANEOUS EXPENSES 154 0 0 INVESTMENT FEES 8497 8497 0 FOREIGN TAXES PAID 1325 1325 0 FEDERAL TAXES 2192 0 0