2023-05-12T11:12:54-05:00 2022-12-31 201717681 CBIZ SOMERSET 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2022-01-01 203523866 THE SEMLER FAMILY FOUNDATION INC SEML 3179971615 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 462501651 JERRY SEMLER OFFICER 3179971615 2023-05-11 1 JERRY SEMLER 999009999 0 SUSIE M KEATON CPA P00765420 3174722200 2023-05-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1892606 X X 3035 3035 35197 35197 116055 903582 116055 154287 154287 0 0 0 2600 2600 0 19896 19896 0 3209 502 0 25705 22998 0 132650 132650 158355 22998 132650 -4068 131289 17411 13557 13557 54085 81921 81921 0 64513 63259 454280 439622 603147 306962 187923 183948 877866 918645 946274 898 500 500 1711502 1706681 1892606 0 0 X 1642061 1642061 0 0 69441 64620 1711502 1706681 1711502 1706681 1711502 -4068 41 1707475 794 1706681 FIDELITY 3003 P 2021-11-21 2022-12-02 58037 83423 -25386 -25386 FIDELITY 3003 P 2021-03-08 2022-07-18 132351 126029 6322 6322 FIDELITY 2997 P 2022-04-11 2022-12-13 65708 69328 -3620 -3620 FIDELITY 2997 P 2018-05-25 2022-12-21 634324 508747 125577 125577 CAPITAL GAINS DIVIDENDS P 13162 13162 13162 116055 1825 0 1825 0 1825 1880 0 0 0 1880 0 55 55 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A JERRY 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 JERRY D SEMLER 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 46250 PRESIDENT 1.00 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 DIRECTOR 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 1973450 29905 0 2003355 0 0 2003355 30050 1973305 98665 98665 1825 1825 96840 0 96840 0 96840 132650 0 132650 96840 0 0 5924 31917 36053 19869 93763 132650 0 0 0 96840 35810 0 0 129573 0 0 0 0 0 0 5924 123649 31917 36053 19869 35810 JERRY D 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 11000 ARCHDIOCESE OF INDIANAPOLIS PO BOX 6043 INDIANAPOLIS IN 46206 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 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 300 CULVER BOYS & GIRLS CLUB 401 SCHOOL ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1500 INDIANA HISTORICAL SOCIETY 450 W OHIO ST INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 12000 INDIANAPOLIS SYMPHONY ORCHESTRA 45 MONUMENT CIRCLE INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 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 200 LAKE MAX ENVIROMENTAL FUND 116 N MAIN ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 750 LAKE MAXINKUCKEE ASSOCIATION 116 N MAIN ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT (FIREWORKS) 1000 MARIAN UNIVERSITY 3200 COLD SPRING RD INDIANAPOLIS IN 46222 NO RELATION PUBLIC CHARITY DAVISON PROJECT/GALA/HELPING HANDS 6500 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 600 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 400 PURDUE UNIVERSITY FOUNDATION 610 PURDUE MALL WEST LAFAYETTE IN 47907 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 10000 RILEY CHILDRENS FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5200 SEEDS OF HOPE 1425 MICKLEY AVE INDIANAPOLIS IN 46241 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 600 ST MEINRAD 200 HILL DR ST MEINRED IN 47577 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 6000 UNITED CATHOLIC APPEAL (ARCH OF INDIANAPOLIS) PO BOX 6043 INDIANAPOLIS IN 46206 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 15000 INDIANA REPERTORY THEATRE 140 W WASHINGTON ST INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 13000 HOOSIER ART SALON 212 W 10TH ST INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 3500 ANTIQUARIAN HISTORICAL SOCIETY 106 S MAIN ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 2000 ATO FOUNDATION (GA ROSS FUND) 333 ALABAMA ST INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 BOYSCOUTS CROSSROADS OF AMERICA GOV LUNCH 7125 FALL CREEK RD INDIANAPOLIS IN 46256 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 CHRISTEL HOUSE 55 NORTH TIBBS AVE INDIANAPOLIS IN 46222 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 O'CONNOR HOUSE 45 N VILLAGE DR CARMEL IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 BOYS & GIRLS CLUB OF TIPPECANOE CO 1529 N 10TH ST LAFAYETTE IN 47906 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 HEAR INDIANA 4740 KINGSWAY DR SUITE 33 INDIANAPOLIS IN 46205 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 HUMANE SOCIETY OF INDIANAPOLIS 7929 MICHIGAN RD INDIANAPOLIS IN 46268 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 INDIANA GOLF FOUNDATION PO BOX 26159 INDIANAPOLIS IN 46226 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 K9 FOR WARRIORS 114 CAMP K9 RD PONTE VERDA FL 32081 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 LAUREN HANAWALT SCHOLARSHIP FUND 6501 SUNNYSIDE RD INDIANAPOLIS IN 46256 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 LIAM & REECE KELLY FOUNDATION 15048 GLENMOORE CIR CARMEL IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 RETREIVING INDEPENDENCE 2400 CLIFTON AVE NASHVILLE IN 37209 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 IMPACT INTERNATIONAL 3832 BROADWAY BLVD PLANTATION FL 33382 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 LITTLE SISTERS OF THE POOR 2345 W 86TH ST INDIANAPOLIS IN 46260 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 INDIANAPOLIS ZOO 1200 WEST WASHINGTON ST INDIANAPOLIS IN 46222 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 LMEC PO BOX 187 CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 ST MARY'S CATHOLIC CHURCH 311 N NEW JERSEY ST INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 132650 0 14 3035 14 35197 18 116055 0 154287 0 154287 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2600 2600 0 ALLSPRING SHORT TERM HIGH YIELD BD INST 20105 19280 CARILLON REAMS UNCONSTRAINED BOND I 36169 38116 JACKSON ST UNIV EDL BLDG CORP MISS REV 24070 24502 JPMORGAN MORTGAGE BACKED SEC CLASS I 35721 31650 MAINSTAY MACKAY CONVERTIBLE CL I 21644 23631 NEW HAMPSHIRE ST GO CAP IMPT BDS 11615 12046 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I 38599 34723 ADOBE SYSTEMS INCORPORATED COM 11454 10432 ALPHABET INC CAP STK CL C 9880 15971 AMAZON.COM INC 15988 8400 AMERICAN EXPRESS CO COM USD0.20 5328 11968 AMERICAN INTERNATIONAL GROUP 11723 15051 APPLE INC COM USD 0.00001 7394 24037 BERKSHIRE HATHAWAY INC COM USD 0.0033 11388 15754 BORG WARNER INC COM USD 0.01 10389 12115 BROADCOM INC COM 12699 12860 BROADRIDGE FINANCIAL SOLUTION INC 9491 10865 CATERPILLAR INC COM 6099 6229 CHARTER COMMUNICATIONS INC 7849 8138 CHEVRON CORP NEW COM 11846 19744 CORTEVA INC COM 7301 15106 COSTCO WHOLESALE CORP 9820 8674 CVS HEALTH CORPORATION COM 9971 13885 DOMINION ENERGY INC COM 6503 6009 EDISON INTERNATIONAL 5943 6807 EXXON MOBIL CORP 14967 22942 FIFTH THIRD BANCORP 8425 11188 FREEPORT-MCMORAN INC COM USD0.10 11559 12578 GLOBAL PAYMENTS INC 6464 5562 HONEYWELL INTERNATIONAL INC 6578 15001 HOSTESS BRANDS INC CL A 12211 16583 IQVIA HLDGS INC COM 4128 10245 JOHNSON CONTROLS INTERNATIONAL PLC 7006 12352 KLA CORP 9526 9426 KRAFT HEINZ CO COM 7404 11155 LOWES COMPANIES 7908 7970 MCKESSON CORP 5466 18756 MERCK & CO. INC COM 9918 19194 MICROSOFT CORP 21031 27100 PALO ALTO NETWORKS 6108 5721 PURDENTIAL FINANCIAL INC 11012 11736 QUALCOMM INC 9960 17480 RAYTHEON TECHNOLOGIES 7281 13120 SCHLUMBERGER LIMITED COM USD 0.01 6161 21544 SCHWAB CHARLES CORP 8880 11573 TJX COMPANIES INC 10515 14885 TMOBILE INC 10502 10780 UNITED HEALTH GROUP INC 7180 15735 VANGUARD COMMODITY STRATEGY FD ADMIRAL 16797 15191 VERIZON COMMUNICATIONS INC 9481 7446 VISA INC 9722 9765 WALT DISNEY CO 5970 5300 WELLS FARGO CO NEW COM 8232 10446 ZIMMER BIOMET HOLDINGS INC COM 8164 10328 64513 63259 0 0 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL AT COST 39094 37097 CALAMOS MARKET NEUTRAL INCOME CL I AT COST 35717 37894 DIAMOND HILL LONG/SHRT FUND CL I AT COST 17928 19214 FEDERATED HERMES INTL EQ CL IS AT COST 51926 49684 FIDELITY ADVISOR REAL ESTATE INCOME Z AT COST 39288 36248 FIDELITY INTERNATL INDEX FUND AT COST 129650 123170 FIDELITY TOTAL INTL INDEX FUND AT COST 114098 113350 ISHARES CORE S&P SMALL-CAP E AT COST 93362 90854 ISHARES S&P 500 GROWTH ETF AT COST 122495 138316 ISHARES S&P MIDCAP 400 INDEX FUND AT COST 28620 36284 ISHARES TR ISHS 1-5YR INVS AT COST 61583 56994 ISHARES TR ISHS 5-10YR INVS AT COST 32316 29676 JANUS HENDERSON ENTERPRISES AT COST 61490 60746 JP MORGAN MID CAP VALUE FUND CLASS L AT COST 12018 12254 PZENA EMERGING MKTS AT COST 35042 33984 SPDR SERIES TRUST S&P 600 SMCP VAL AT COST 44018 70509 ACCRUED INTEREST 898 500 500 ADJUSTMENT 794 NONDIVIDEND DISTRIBUTIONS 41 FIDELITY FEES 19896 19896 0 FOREIGN TAX 502 502 0 INVESTMENT TAX 2707 0 0