2025-05-14T12:33:33-05:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2024-01-01 205274525 THE HAGEMAN FOUNDATION INC HAGE 3179278300 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 SANDRA HAGEMAN VICE PRESIDENT 3179278300 2025-05-13 1 1 JOHN R BRUCH P00019237 3175802000 2025-05-09 2024 2025-03-06 01:10:19Z X 2911176 X 144590 78894 78894 68284 321738 68284 291768 147178 0 0 0 37 0 0 4650 0 4650 9754 9754 0 3153 1413 0 103 0 0 17697 11167 4650 115092 115092 132789 11167 119742 158979 136011 336439 267229 267229 1461226 1533544 2148255 377866 533462 495692 2175531 2334235 2911176 275 275 0 X 0 0 0 0 2175256 2334235 2175256 2334235 2175531 2334235 2175256 158979 0 2334235 0 2334235 PUBLICLY TRADED SECURITIES 300918 253454 47464 47464 CAPITAL GAINS DIVIDENDS P 20820 20820 20820 68284 1891 0 1891 0 1891 1280 0 0 0 1280 0 611 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 0 0 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 2501592 284645 0 2786237 0 0 2786237 41794 2744443 137222 137222 1891 1891 135331 0 135331 0 135331 119742 0 119742 135331 107426 0 0 119742 107426 0 0 12316 0 0 0 0 0 0 0 0 123015 0 0 0 STEVE J HAGEMAN SANDRA L HAGEMAN X BIBLICAL MINISTRIES WORLDWIDE 1595 HERRINGTON RD LAWRENCEVILLE GA 30043 N/A PC ETHAN & GRACE THOMAS SCHOLARSHIP FUND 600 BOONE AND CROCKETT CLUB FOUNDATION INC 250 STATION DRIVE MISSOULA MT 59801 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 6465 CARMEL CLAY PUBLIC LIBRARY FOUNDATION 55 4TH AVE SE CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 COLLEGE PARK CHURCH INC 2606 W 96TH STREET INDIANAPOLIS IN 46268 N/A PC GENERAL OPERATING FUND CONTRIBUTION 750 CORNERSTONE LUTHERAN CHURCH 4850 E MAIN ST CARMEL IN 46033 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 GLENN CANYON INSTITUTE 3090 EAST 3300 SOUTH SUITE 400 SALT LAKE CITY UT 84109 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 INDIANAPOLIS ZOOLOGICAL SOCIETY INC 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 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 IU FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 N/A PC CONTRIBUTION TO THE JEFFREY D. FISHER FUND FOR THE BENECKI CENTER FOR REAL ESTATE STUDIES 6250 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 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 LITTLE PORTION INC 350 COUNTY ROAD 248 BERRYVILLE AR 72616 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 PURDUE RESEARCH FOUNDATION 1281 WIN HENTSCHEL BLVD WEST LAFAYETTE IN 47906 N/A PC FORGING AHEAD 25000 REACH FOR YOUTH INC 3505 N WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1500 REMINGTON FOOD PANTRY PO BOX 322 REMINGTON IN 47977 N/A PC GENERAL OPERATING FUND CONTRIBUTION 3000 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND 500 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1250 SHEPHERD COMMUNITY INC 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 THE CENTER FOR THE PERFORMING ARTS INC ONE CENTER GREEN CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 THE SALVATION ARMY 6060 CASTLEWAY W DRIVE INDIANAPOLIS IN 46250 N/A PC GENERAL OPERATING FUND CONTRIBUTION 750 TRADER'S POINT CHRISTIAN CHURCH 6590 S INDIANAPOLIS RD WHITESTOWN IN 46075 N/A PC GENERAL OPERATING FUND CONTRIBUTION 400 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 N/A PC SUPPLIES FOR THANKSGIVING PIES 3377 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 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 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC GENERAL OPERATING FUND CONTRIBUTION 698 THE PENROD SOCIETY LTD 1437 SOUTHEASTERN AVENUE INDIANAPOLIS IN 46201 N/A PC MAGIC IN THE MAKING - CORPORATE SPONSORSHIP 1000 NEWROOT LEARNING INSTITUTE 910 W VANBUREN ST SUITE 200 CHICAGO IL 60607 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 NORTH DECATUR ELEMENTARY SCHOOL 3300 IN-3 GREENSBURG IN 47240 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 ST MARY'S CATHOLIC CHURCH GREENSBURG INC 1331 HUNTER ROBBINS WAY GREENSBURG IN 47240 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 EAGLE-PLEASANT VIEW PTO INC 350 N 6TH STREET ZIONSVILLE IN 46077 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 LIFESONG FOR ORPHANS INC 101 N WESTERN AVE GRIDLEY IL 61744 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1302 INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY FOUNDATION PO BOX 6134 INDIANAPOLIS IN 46206 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HVAF OF INDIANA INC PO BOX 441761 INDIANAPOLIS IN 46224 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 PREVAIL FOUNDATION INC 1100 SOUTH 9TH ST NOBLESVILLE IN 46060 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 1000 CORNERSTONE CHURCH OF AMES IOWA 56829 US HIGHWAY 30 AMES IA 50010 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 WOUNDED WARRIORS PROJECT INC 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 MITCH DANIELS LEADERSHIP FOUNDATION INC 880 W MONON GREEN BLVD 101 CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 GIFT OF ADOPTION FUND INC 1200 SHERMER RD 111 NORTHBROOK IL 60062 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 115092 0 14 78894 18 68284 0 147178 0 147178 0 0 0 0 0 0 0 0 0 0 X X 1 SANDRA & STEVE HAGEMAN CLAT 11790 SYCAMORE ST ZIONSVILLE IN 46077 144590 X ACCOUNTING FEES 4650 0 4650 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. CARILLON REAMS CORE PLUS BOND 148095 137144 DODGE & COX INCOME 279339 256588 JP MORGAN INFLATION MANAGED BOND SELECT 52354 50778 GMO OPPORTUNISTIC INCOME FUND INSTL 53674 51182 APPLE INC 12887 116195 CAUSEWAY INTERNATIONAL VALUE INSTL 93013 107157 SPDR S&P 500 ETF TRUST UNIT SER I S&P 59186 253773 PZENA EMERGING MRKTS FOCUSED VAL INSTL 70810 84708 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 90365 87005 DFA US LARGE CAP VALUE PRTF INSTL 89755 124191 GMO RESOURCES SERIES FUND CL PS 103339 94089 VANGUARD TOTAL STOCK MARKET INDEX 276300 526395 GMO ALTERNATIVE ALLOCATION FD I 86450 79720 GOLDMAN SACHS GQG PARTNERS INTL OPP I 92900 106890 KOPERNIK GLOBAL ALL CAP FUND INSTL 113550 82430 WILLIAM BLAIR INTERNAT'L GROWTH I 101300 105860 AVANTIS US SMALL CAP VALUE ETF 55850 67281 ETF SER SOLUTIONS DISTILLATE US 67368 80683 AQR EQUITY MARKET NEUTRAL FD CL I 82700 83147 EFFICIENT ENHANCED MULTI ASSET FD I 42100 41498 LISTED FD TR HORIZON KINETICS 95671 107233 LEGAL FEES 37 0 0 MISCELLANEOUS EXPENSES 103 0 0 INVESTMENT FEES 9754 9754 0 FOREIGN TAXES PAID 1413 1413 0 FEDERAL TAXES 1740 0 0