SEMLER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEMLER FAMILY FOUNDATION INC (EIN 20-3523866)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349101119
- Schema version
- 2024v5.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T08:22:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481111111 | 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 | 2024-01-01 | 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 | JERRY SEMLER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3179971615 | PhoneNum |
| Signature | 2025-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSIE M KEATON | PreparerPersonNm |
| PTIN | P00765420 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2025-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,060,530 | 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 | $4,892 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,892 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $691,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,612 | 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 | $2,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,013 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,825 | CashBOYAmt |
| Cash EOY | $18,559 | CashEOYAmt |
| Cash EOYFMV | $18,559 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,712 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,712 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $133,199 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $83,549 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $82,619 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $682,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $764,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $841,917 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,555 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $126,869 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $127,067 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $755,712 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $774,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $931,890 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,253 | OtherAssetsBOYAmt |
| Other Assets EOY | $766 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $766 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,786,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,826,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,060,530 | 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 | $144,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $184,115 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,786,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,826,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,786,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,826,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,786,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,989 | OtherIncreasesAmt |
| Subtotal | $1,826,176 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,826,176 | 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 | 2023-10-27 | 2024-12-31 | $29,773 | $28,541 | $1,232 | $1,232 |
| FIDELITY 2997 | P | 2016-01-26 | 2024-12-31 | $278,012 | $261,046 | $16,966 | $16,966 |
| FIDELITY 3003 | P | 2023-01-10 | 2024-12-31 | $32,859 | $31,483 | $1,376 | $1,376 |
| FIDELITY 3003 | P | 2015-01-05 | 2024-12-31 | $333,199 | $289,312 | $43,887 | $43,887 |
| CAPITAL GAINS DIVIDENDS | P | $17,901 | $17,901 | $17,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | 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 | $2,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $739 | OverpaymentAmt |
| Applied To ES Tax | $739 | 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 | $88,200 | 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 | $2,027,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,040,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,040,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,009,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,741 | TotalTaxAmt |
| Distributable Before Adj | $98,756 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,756 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,756 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,869 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,810 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,136 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,756 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,756 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,029 | 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 | $28,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,053 | ExcessFromYear4Amt |
| Excess From Year3 | $19,869 | ExcessFromYear3Amt |
| Excess From Year2 | $35,810 | ExcessFromYear2Amt |
| Excess From Year1 | $7,136 | ExcessFromYear1Amt |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 500 FESTIVAL FOUNDATION | |||||||
| 21 VIRGINIA AVE | INDIANAPOLIS | IN | 46204 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| ARCHDIOCESE OF INDIANAPOLIS | |||||||
| PO BOX 6043 | INDIANAPOLIS | IN | 46206 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| BOY SCOUT TROOP 131 | |||||||
| 249 MALIBU DRIVE | BOLINGBROOK | IL | 60440 | NO RELATION | PC | GENERAL FUND | $1,000 |
| CLD WORLDWIDE | |||||||
| 1963 N CAHUENGA BLVD 218 | LOS ANGELES | CA | 90068 | NO RELATION | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CONNOR PRAIRIE | |||||||
| 13400 ALLISONVILLE RD | FISHERS | IN | 46038 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| CROSSROADS OF AMERICA COUNCIL | |||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $1,800 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NO RELATION | PUBLIC CHARITY | GENERAL FUND | $200 |
| FRANCISCAN HEALTH FOUNDATION INC | |||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | NO RELATION | PUBLIC CHARITY | GENERAL FUND | $200 |
| GLEANERS FOOD BANK | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $7,400 |
| 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 | PUBLIC CHARITY | PROGRAM SUPPORT | $200 |
| HOLY ANGELS INC | |||||||
| PO BOX 710 | BELMONT | NC | 28012 | NO RELATION | PC | GENERAL FUND | $7,500 |
| HOOSIER ART SALON | |||||||
| 212 W 10TH ST | INDIANAPOLIS | IN | 46202 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| INDIANA GOLF FOUNDATION | |||||||
| PO BOX 26159 | INDIANAPOLIS | IN | 46226 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $200 |
| 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 | $10,000 |
| LAKE MAX ENVIROMENTAL FUND | |||||||
| 116 N MAIN ST | CULVER | IN | 46511 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| LAKE MAXINKUCKEE ASSOCIATION | |||||||
| 116 N MAIN ST | CULVER | IN | 46511 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT (FIREWORKS) | $1,000 |
| LIAM & REECE KELLY FOUNDATION | |||||||
| 15048 GLENMOORE CIR | CARMEL | IN | 46032 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $200 |
| LITTLE ANGEL GOWNS LTD | |||||||
| 562 S POST RD | INDIANAPOLIS | IN | 46239 | NO RELATION | PC | GENERAL FUND | $200 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING RD | INDIANAPOLIS | IN | 46222 | NO RELATION | PUBLIC CHARITY | GENERAL FUND | $10,800 |
| NATIONAL ALLIANCE FOR MENTAL HEALTH AND SUBSTANCE ABUSE RECOVERY | |||||||
| 1961 COUNTRY VILLAGE BLVD | HUMBLE | TX | 77338 | NO RELATION | PC | GENERAL FUND | $200 |
| NATIONAL EATING DISORDERS ASSOCIATION | |||||||
| 1500 BROADWAY STE 1101 | NEW YORK | NY | 10036 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $200 |
| PROVIDENCE CRISTO REY HIGH SCHOOL-GRANT | |||||||
| 75 N BELLEVUE AVE | INDIANAPOLIS | IN | 46222 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $5,200 |
| PURDUE UNIVERSITY FOUNDATION | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| RILEY CHILDRENS FOUNDATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $1,200 |
| SAGAMORE INSTITUTE INC | |||||||
| PO BOX 301076 | INDIANAPOLIS | IN | 46230 | NO RELATION | PC | GENERAL FUND | $2,500 |
| SEEDS OF HOPE | |||||||
| 1425 MICKLEY AVE | INDIANAPOLIS | IN | 46241 | NO RELATION | PUBLIC CHARITY | PROGRAM SUPPORT | $200 |
| SISTERS OF ST FRANCIS | |||||||
| 22143 MAIN STREET | OLDENBURG | IN | 47036 | NO RELATION | PC | GENERAL FUND | $4,100 |
| THE CENTRAL INDIANA POLICE FOUNDATION INC | |||||||
| 1525 SHELBY ST | INDIANAPOLIS | IN | 46203 | NO RELATION | PC | GENERAL FUND | $1,000 |
| THE JULIAN CENTER INC | |||||||
| 2011 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | GENERAL FUND | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | 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 | $4,892 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $148,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,612 | 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 | $2,270 | Amt |
| Net Investment Income | $2,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSPRING SHORT TERM HIGH YIELD BD INST | $14,245 | $13,978 |
| CARILLON REAMS UNCONSTRAINED BOND I | $55,413 | $58,663 |
| JPMORGAN MORTGAGE BACKED SEC CLASS I | $27,705 | $25,372 |
| STONE RIDGE HIGH YLD REINSRNCE RSK PREM I | $29,506 | $29,054 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM USD 0.01 | $6,601 | $7,997 |
| AIR PRODUCTS AND CHEMICALS INC. | $8,820 | $8,121 |
| AMERICAN ELEC PWR CO INC COM | $7,065 | $7,747 |
| ANALOG DEVICES INC COM | $5,941 | $7,436 |
| APPLE INC COM USD 0.00001 | $1,202 | $11,269 |
| ASTRAZENECA ADR REP 0.5 ORD | $6,704 | $6,880 |
| BANK AMERICA CORP COM | $5,144 | $7,779 |
| BAXTER INTERNATIONAL INC COM USD 1.00 | $3,382 | $2,974 |
| BRISTOL-MYERS SQUIBB CO COM | $9,749 | $7,579 |
| CHEVRON CORP NEW COM | $6,454 | $8,835 |
| CISCO SYSTEMS INC | $5,450 | $6,690 |
| CITIZENS FINL GROUP INC COM | $8,397 | $8,621 |
| COHEN & STEERS INSTL REALTY SHARES | $23,528 | $25,340 |
| CORNING INC | $2,577 | $3,184 |
| DIAMOND HILL SHORT DURAT SEC BOND I | $27,800 | $28,814 |
| EASTMAN CHEM CO COM | $4,933 | $4,292 |
| EATON CORPORATION PLC | $6,477 | $13,275 |
| ENBRIDGE INC COM | $8,522 | $8,868 |
| ENTERGY CORP | $6,489 | $9,402 |
| EOG RESOURCES | $3,843 | $3,555 |
| EXXON MOBIL CORP | $6,878 | $11,187 |
| FEDERATED HERMES INSTL HIGH YLD BD IS | $20,000 | $21,583 |
| FIFTH THIRD BANCORP | $1,971 | $3,298 |
| GATX CORP COM STK | $5,884 | $8,058 |
| GENTEX CORP | $7,196 | $7,183 |
| HANOVER INSURANCE GROUP INC. | $2,823 | $3,248 |
| HOME DEPOT INC. | $3,478 | $4,279 |
| INGREDION INC COM | $4,882 | $6,603 |
| INTERNATIONAL BUS MACH CORP COM | $5,009 | $8,134 |
| INTERPUBLIC GROUP COS INC COM | $7,885 | $6,164 |
| ISHARES CORE S&P 500 ETF | $174,916 | $186,023 |
| JANUS DETROIT STR TR HENDERSON MTG | $20,471 | $20,190 |
| JOHNSON & JOHNSON COM USD | $8,126 | $7,086 |
| JP MORGAN CHASE & CO | $3,490 | $5,993 |
| LOCKHEED MARTIN CORP | $9,218 | $9,719 |
| MEDTRONIC PLC | $3,662 | $3,595 |
| MERCK & CO. INC COM | $4,822 | $9,252 |
| MICROSOFT CORP | $2,596 | $8,009 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | $5,345 | $4,265 |
| NISOURCE INC COM | $6,051 | $8,822 |
| NYLI MACKAY CONVERTIBLE CL I | $26,944 | $30,938 |
| OBERWEIS SMALL CAP OPPORTUNITIES INSTL | $65,014 | $66,191 |
| PEPSICO INC | $8,195 | $7,299 |
| PFIZER INC | $8,707 | $5,253 |
| POLARIS INC COM | $3,611 | $1,959 |
| PRICE T ROWE GROUPS COM | $9,047 | $9,047 |
| PRINCIPAL FINANCIAL GROUP INC COM | $9,152 | $7,586 |
| PROCTER & GAMBLE CO COM | $2,548 | $3,018 |
| PRUDENTIAL FINANCIAL INC | $3,845 | $5,571 |
| QUALCOMM INC | $3,465 | $10,293 |
| RIO TINTO ADR EACH REP 1 ORD | $7,471 | $5,528 |
| SMUCKER J M CO COM NEW | $9,286 | $6,717 |
| SOUTHERN CO | $3,865 | $4,692 |
| STANLEY BLACK & DECKER INC | $3,943 | $3,854 |
| STARBUCKS CORP COM | $4,498 | $4,654 |
| STONERIDGE ALTERNTV LENDING RISK PREM I | $22,618 | $22,125 |
| SYSCO CORP | $5,731 | $5,582 |
| TARGET CORP | $5,365 | $4,326 |
| TE CONNECTIVITY LTD COM CHF0.57 | $6,264 | $7,149 |
| THE AMBASSADOR FUND INSTL | $15,687 | $15,322 |
| THE CIGNA GROUP COM | $4,954 | $4,418 |
| TRAVELERS COMPANIES INC COM STK NPV | $6,044 | $7,708 |
| UNION PAC CORP INC | $3,861 | $4,333 |
| US BANCORP | $6,650 | $7,940 |
| VANGUARD COMMODITY STRATEGY FD ADMIRAL | $22,325 | $19,736 |
| VANGUARD EMERGING MRKTS BOND ADMIRAL | $20,374 | $21,412 |
| VERIZON COMMUNICATIONS INC | $6,530 | $7,518 |
| WALMART INC COM | $3,313 | $6,325 |
| WILLIAMS-SONOMA INC | $1,426 | $4,074 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $83,549 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $82,619 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL | AT COST | $30,081 | $30,121 |
| CALAMOS MARKET NEUTRAL INCOME CL I | AT COST | $44,717 | $50,406 |
| DIAMOND HILL LONG/SHRT FUND CL I | AT COST | $17,928 | $20,892 |
| FEDERATED HERMES INTL EQ CL IS | AT COST | $87,926 | $85,378 |
| FIDELITY ADVISOR REAL ESTATE INCOME Z | AT COST | $19,434 | $19,552 |
| FIDELITY INTERNATL INDEX FUND | AT COST | $125,283 | $137,513 |
| ISHARES S&P 500 GROWTH ETF | AT COST | $151,241 | $217,223 |
| ISHARES S&P MIDCAP 400 INDEX FUND | AT COST | $28,620 | $46,733 |
| ISHARES TR 10-20 YR TRS ETF | AT COST | $29,221 | $28,767 |
| ISHARES TR ISHS 1-5YR INVS | AT COST | $37,199 | $37,121 |
| ISHARES TR ISHS 5-10YR INVS | AT COST | $15,630 | $14,526 |
| JANUS HENDERSON ENTERPRISES | AT COST | $61,490 | $71,809 |
| JP MORGAN MID CAP VALUE FUND CLASS L | AT COST | $22,032 | $22,704 |
| OMEGA HEALTHCARE INVESTORS INC. | AT COST | $6,274 | $9,614 |
| PZENA EMERGING MKTS | AT COST | $38,056 | $40,415 |
| SPDR SERIES TRUST S&P 600 SMCP VAL | AT COST | $59,075 | $99,116 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $1,253 | BOYBookValueAmt |
| EOY Book Value | $766 | EOYBookValueAmt |
| EOYFMV | $766 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $1,376 |
| ADJUSTMENT | $11,613 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY FEES | CategoryTxt |
| Amt | $20,098 | Amt |
| Net Investment Income | $20,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,013 | $1,013 | $0 |
| PF TAX | $3,115 | $0 | $0 |