2025-05-13T08:22:18-05:00 2024-12-31 481111111 CBIZ ADVISORS LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2024-01-01 203523866 THE SEMLER FAMILY FOUNDATION INC SEML 3179971615 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 462501651 JERRY SEMLER OFFICER 3179971615 2025-05-10 1 0 SUSIE M KEATON P00765420 3174722200 2025-05-10 2024 2025-03-06 01:10:19Z X 2060530 X X 4892 4892 62358 62358 81362 691744 81362 148612 148612 0 0 0 2270 2270 0 20098 20098 0 4128 1013 0 26496 23381 0 95000 95000 121496 23381 95000 27116 125231 11825 18559 18559 44680 57712 57712 133199 83549 82619 682847 764514 841917 156555 126869 127067 755712 774207 931890 1253 766 766 1786071 1826176 2060530 0 0 X 1642061 1642061 0 0 144010 184115 1786071 1826176 1786071 1826176 1786071 27116 12989 1826176 0 1826176 FIDELITY 2997 P 2023-10-27 2024-12-31 29773 28541 1232 1232 FIDELITY 2997 P 2016-01-26 2024-12-31 278012 261046 16966 16966 FIDELITY 3003 P 2023-01-10 2024-12-31 32859 31483 1376 1376 FIDELITY 3003 P 2015-01-05 2024-12-31 333199 289312 43887 43887 CAPITAL GAINS DIVIDENDS P 17901 17901 17901 81362 1741 0 1741 0 1741 2480 0 0 0 2480 0 739 739 0 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. 88200 0 2027514 13029 0 2040543 0 0 2040543 30608 2009935 100497 100497 1741 1741 98756 0 98756 0 98756 95000 0 95000 98756 0 0 31917 36053 19869 35810 7136 130785 95000 0 0 0 95000 0 3756 3756 127029 0 0 0 0 0 0 28161 98868 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 BOY SCOUT TROOP 131 249 MALIBU DRIVE BOLINGBROOK IL 60440 NO RELATION PC 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 1800 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 7400 GUERIN CATHOLIC HIGH SCHOOL 15300 GRAY RD NOBLESVILLE IN 46062 NO RELATION PC GENERAL FUND 5000 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 7500 HOOSIER ART SALON 212 W 10TH ST INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 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 10000 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 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 10800 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 5200 PURDUE UNIVERSITY FOUNDATION 610 PURDUE MALL WEST LAFAYETTE IN 47907 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 RILEY CHILDRENS FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1200 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 200 SISTERS OF ST FRANCIS 22143 MAIN STREET OLDENBURG IN 47036 NO RELATION PC GENERAL FUND 4100 THE CENTRAL INDIANA POLICE FOUNDATION INC 1525 SHELBY ST INDIANAPOLIS IN 46203 NO RELATION PC GENERAL FUND 1000 THE JULIAN CENTER INC 2011 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 NO RELATION PC GENERAL FUND 200 95000 0 14 4892 14 62358 18 81362 0 148612 0 148612 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2270 2270 0 ALLSPRING SHORT TERM HIGH YIELD BD INST 14245 13978 CARILLON REAMS UNCONSTRAINED BOND I 55413 58663 JPMORGAN MORTGAGE BACKED SEC CLASS I 27705 25372 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I 29506 29054 ABBVIE INC COM USD 0.01 6601 7997 AIR PRODUCTS AND CHEMICALS INC. 8820 8121 AMERICAN ELEC PWR CO INC COM 7065 7747 ANALOG DEVICES INC COM 5941 7436 APPLE INC COM USD 0.00001 1202 11269 ASTRAZENECA ADR REP 0.5 ORD 6704 6880 BANK AMERICA CORP COM 5144 7779 BAXTER INTERNATIONAL INC COM USD 1.00 3382 2974 BRISTOL-MYERS SQUIBB CO COM 9749 7579 CHEVRON CORP NEW COM 6454 8835 CISCO SYSTEMS INC 5450 6690 CITIZENS FINL GROUP INC COM 8397 8621 COHEN & STEERS INSTL REALTY SHARES 23528 25340 CORNING INC 2577 3184 DIAMOND HILL SHORT DURAT SEC BOND I 27800 28814 EASTMAN CHEM CO COM 4933 4292 EATON CORPORATION PLC 6477 13275 ENBRIDGE INC COM 8522 8868 ENTERGY CORP 6489 9402 EOG RESOURCES 3843 3555 EXXON MOBIL CORP 6878 11187 FEDERATED HERMES INSTL HIGH YLD BD IS 20000 21583 FIFTH THIRD BANCORP 1971 3298 GATX CORP COM STK 5884 8058 GENTEX CORP 7196 7183 HANOVER INSURANCE GROUP INC. 2823 3248 HOME DEPOT INC. 3478 4279 INGREDION INC COM 4882 6603 INTERNATIONAL BUS MACH CORP COM 5009 8134 INTERPUBLIC GROUP COS INC COM 7885 6164 ISHARES CORE S&P 500 ETF 174916 186023 JANUS DETROIT STR TR HENDERSON MTG 20471 20190 JOHNSON & JOHNSON COM USD 8126 7086 JP MORGAN CHASE & CO 3490 5993 LOCKHEED MARTIN CORP 9218 9719 MEDTRONIC PLC 3662 3595 MERCK & CO. INC COM 4822 9252 MICROSOFT CORP 2596 8009 NEXSTAR MEDIA GROUP INC COMMON STOCK 5345 4265 NISOURCE INC COM 6051 8822 NYLI MACKAY CONVERTIBLE CL I 26944 30938 OBERWEIS SMALL CAP OPPORTUNITIES INSTL 65014 66191 PEPSICO INC 8195 7299 PFIZER INC 8707 5253 POLARIS INC COM 3611 1959 PRICE T ROWE GROUPS COM 9047 9047 PRINCIPAL FINANCIAL GROUP INC COM 9152 7586 PROCTER & GAMBLE CO COM 2548 3018 PRUDENTIAL FINANCIAL INC 3845 5571 QUALCOMM INC 3465 10293 RIO TINTO ADR EACH REP 1 ORD 7471 5528 SMUCKER J M CO COM NEW 9286 6717 SOUTHERN CO 3865 4692 STANLEY BLACK & DECKER INC 3943 3854 STARBUCKS CORP COM 4498 4654 STONERIDGE ALTERNTV LENDING RISK PREM I 22618 22125 SYSCO CORP 5731 5582 TARGET CORP 5365 4326 TE CONNECTIVITY LTD COM CHF0.57 6264 7149 THE AMBASSADOR FUND INSTL 15687 15322 THE CIGNA GROUP COM 4954 4418 TRAVELERS COMPANIES INC COM STK NPV 6044 7708 UNION PAC CORP INC 3861 4333 US BANCORP 6650 7940 VANGUARD COMMODITY STRATEGY FD ADMIRAL 22325 19736 VANGUARD EMERGING MRKTS BOND ADMIRAL 20374 21412 VERIZON COMMUNICATIONS INC 6530 7518 WALMART INC COM 3313 6325 WILLIAMS-SONOMA INC 1426 4074 83549 82619 0 0 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL AT COST 30081 30121 CALAMOS MARKET NEUTRAL INCOME CL I AT COST 44717 50406 DIAMOND HILL LONG/SHRT FUND CL I AT COST 17928 20892 FEDERATED HERMES INTL EQ CL IS AT COST 87926 85378 FIDELITY ADVISOR REAL ESTATE INCOME Z AT COST 19434 19552 FIDELITY INTERNATL INDEX FUND AT COST 125283 137513 ISHARES S&P 500 GROWTH ETF AT COST 151241 217223 ISHARES S&P MIDCAP 400 INDEX FUND AT COST 28620 46733 ISHARES TR 10-20 YR TRS ETF AT COST 29221 28767 ISHARES TR ISHS 1-5YR INVS AT COST 37199 37121 ISHARES TR ISHS 5-10YR INVS AT COST 15630 14526 JANUS HENDERSON ENTERPRISES AT COST 61490 71809 JP MORGAN MID CAP VALUE FUND CLASS L AT COST 22032 22704 OMEGA HEALTHCARE INVESTORS INC. AT COST 6274 9614 PZENA EMERGING MKTS AT COST 38056 40415 SPDR SERIES TRUST S&P 600 SMCP VAL AT COST 59075 99116 ACCRUED INTEREST 1253 766 766 NONDIVIDEND DISTRIBUTIONS 1376 ADJUSTMENT 11613 FIDELITY FEES 20098 20098 0 FOREIGN TAX 1013 1013 0 PF TAX 3115 0 0