2022-05-13T13:17:17-05:00 2021-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2021-01-01 205274525 THE HAGEMAN FOUNDATION INC HAGE 3179278300 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 SANDRA HAGEMAN SECRETARY 3179278300 2022-05-13 1 SANDRA HAGEMAN 999009999 JOHN R BRUCH P00019237 3175802000 2022-05-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2656506 X 83675 60411 60411 61131 127190 61131 205217 121542 0 0 0 172 0 0 4195 0 4195 8808 8808 0 1985 1376 0 453 0 0 15613 10184 4195 99383 99383 114996 10184 103578 90221 111358 143360 207340 207340 1818313 1844554 2449166 1961673 2051894 2656506 275 275 275 275 X 0 0 0 0 1961398 2051619 1961398 2051619 1961673 2051894 1961398 90221 0 2051619 0 2051619 STOCK FUNDS, 290.253 SHS DFA US TARGETED VALUE PRTF INSTL P 2020-09-09 2021-06-01 9278 5400 3878 3878 STOCK FUNDS, 2,735.770 SHS DFA US TARGETED VALUE PRTF INSTL P 2019-09-20 2021-06-01 87454 60659 26795 26795 CAPITAL GAINS DIVIDENDS P 30458 30458 30458 61131 1548 0 1548 0 1548 916 0 0 0 916 0 632 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 2384081 151414 0 2535495 0 0 2535495 38032 2497463 124873 124873 1548 1548 123325 0 123325 0 123325 103578 0 103578 123325 98385 0 0 103578 98385 0 0 5193 0 0 0 0 0 0 0 0 118132 0 0 0 STEVE J HAGEMAN SANDRA L HAGEMAN X ALLEGRO ORGANIZATIONAL SOLUTIONS 5535 MEMORIAL DR SUITE F-811 HOUSTON TX 77007 N/A PC RICHARD AND BETTY GRAF SCHOLARSHIP 250 BOONE AND CROCKETT CLUB FOUNDATION INC 250 STATION DRIVE MISSOULA MT 59801 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 6465 ADVOCATES FOR CHILDREN AND FAMILIES INC 493 WESTFIELD ROAD SUITE C NOBLESVILLE IN 46060 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2500 CONNER PRAIRIE 13400 ALLISONVILLE ROAD FISHERS IN 46038 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 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 FLORIDA STATE UNIVERSITY FOUNDATION INC 2010 LEVY AVE SUITE 300 TALLAHASSEE FL 32310 N/A PC GENERAL OPERATING FUND CONTRIBUTION 150 GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT INC 347 S 8TH STREET SUITE A NOBLESVILLE IN 46060 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 INDIANA FFA FOUNDATION PO BOX 9 TRAFALGAR IN 46181 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 INDIANAPOLIS ZOOLOGICAL SOCIETY INC 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 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. 500 INDIANA UNIVERSITY FOUNDATION - CENTER FOR RE STUDIES 1309 EAST 10TH STREET BLOOMINGTON IN 47405 N/A PC GENERAL OPERATING FUND CONTRIBUTION 3500 LAFAYETTE GREAT BANQUET 1310 EAST 3RD STREET FOWLER IN 47944 N/A PC SPRING BANQUET AND AWAKENING 2500 LEUKEMIA & LYMPHOMA SOCIETY 9075 N MERIDIAN ST SUITE 150 INDIANAPOLIS IN 46260 N/A PC GENERAL OPERATING FUND CONTRIBUTION 150 MORE THAN CONQUERORS 7558 S STATE RD 67 SUITE D PENDLETON IN 46064 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 PURDUE CANCER RESEARCH 201 S UNIVERSITY STREET WEST LAFAYETTE IN 47907 N/A PC CONTRIBUTION FOR PURDUE UNIVERSITY CENTER FOR CANCER RESEARCH 5000 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND 500 SERGE GLOBAL INC 101 WEST AVENUE SUITE 305 JENKINTOWN PA 19046 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 THE ROSSER FOUNDATION A PURE CHARITABLE TRUST AND PUBLIC CHARITY 1901 NORTH ARMISTEAD AVENUE HAMPTON VA 23666 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 VOLUNTEERS OF AMERICA INDIANA INC 1099 N MERIDIAN SUITE 800 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2500 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 153 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 N/A PC SUPPLIES FOR THANKSGIVING PIES 4715 WHITE COUNTY REMC COMMUNITY FUND INC PO BOX 1154 MONTICELLO IN 47960 N/A PC HAGEMAN & HARRINGTON SCHOLARSHIP 2500 BIBLICAL MINISTRIES WORLDWIDE 1595 HERRINGTON RD LAWRENCEVILLE GA 30043 N/A PC MURT HARRINGTON SCHOLARSHIP 500 THE CENTER FOR THE PERFORMING ARTS INC ONE CENTER GREEN CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 7500 APARTMENT LIFE INC PO BOX 1369 BEDFORD TX 76095 N/A PC EUGENE HAGEMAN SCHOLARSHIP 500 CORNERSTONE BIBLE CHURCH OF WESTFIELD INC 720 LIBERTY DRIVE WESTFIELD IN 46074 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 FISHERS PARK AND RECREATION FOUNDATION 11565 BROOKS SCHOOL RD FISHERS IN 46037 N/A PC FISHERS GOLD STAR FAMILIES MEMORIAL MONUMENT 1000 HANDS OF GRACE GUATEMALA INC PO BOX 404 NOBLESVILLE IN 46061 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HANGING ROCK CHRISTIAN ASSEMBLY PO BOX 218 WEST LEBANON IN 47991 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HEALTHNETWORK FOUNDATION 3550 LANDER RD SUITE 225 PEPPER PIKE OH 44124 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 IMPACT CAMPUS MINISTRIES INC PO BOX 8492 MOSCOW ID 83843 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 LITTLE PORTION INC 350 COUNTY ROAD 248 BERRYVILLE AR 72616 N/A PC GENERAL OPERATING FUND CONTRIBUTION 150 THE MOODY BIBLE INSTITUTE OF CHICAGO 820 N LASALLE BLVD CHICAGO IL 60610 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2500 PINK RIBBON CONNECTION INC 1139 SHELBY STREET INDIANAPOLIS IN 46203 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 REACH FOR YOUTH INC 3505 N WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 JOY OF THE REDEEMED OUTREACH MINISTRY 6705 SAND CHERRY WAY CLINTON MD 20735 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 REFUGEEONE 5705 N LINCOLN AVE CHICAGO IL 60659 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 SMALL CHURCH USA CORP 3 N SUGAR CLIFF DR CRAWFORDSVILLE IN 47933 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 ST RITA CATHOLIC CHURCH INDIANAPOLIS INC 1733 DR ANDREW J BROWN AVE INDIANAPOLIS IN 46202 N/A PC GENERAL OPERATING FUND CONTRIBUTION 200 ST THOMAS AQUINAS CATHOLIC CHURCH INDIANAPOLIS INC 4625 N KENWOOD AVE INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATING FUND CONTRIBUTION 200 THOMAS J HUGHES MINISTRIES INC 281 N STATE STREET SUITE A311 SAN JACINTO CA 92583 N/A POF GENERAL OPERATING FUND CONTRIBUTION 100 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 99383 0 14 60411 18 61131 0 121542 0 121542 0 0 0 0 0 0 0 0 0 0 X X 1 SANDRA & STEVE HAGEMAN CLAT 11790 SYCAMORE ST ZIONSVILLE IN 46077 83675 X ACCOUNTING FEES 4195 0 4195 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 82392 ARTISAN INTERNATIONAL ADV AT COST 86700 85727 CARILLON REAMS CORE PLUS BOND AT COST 148095 162782 CAUSEWAY INTERNATIONAL VALUE INSTL AT COST 111250 120090 DODGE & COX INCOME AT COST 152089 155210 JP MORGAN INFLATION MANAGED BOND SELECT AT COST 39209 41908 SPDR S&P 500 ETF TRUST UNIT SER I S&P AT COST 96079 301125 PZENA EMERGING MRKTS FOCUSED VAL INSTL AT COST 83100 97865 AQR LARGE CAP DEFENSIVE STYLE AT COST 64923 90865 BAILLIE GIFFORD EMERG MRKTS EQ INSTL AT COST 69365 83839 DFA GLOBAL REAL ESTATE SEC PORTFOLIO AT COST 91200 102301 DFA US LARGE CAP VALUE PRTF INSTL AT COST 108974 140020 GMO RESOURCES SERIES FUND CL PS AT COST 78700 108801 VANGUARD TOTAL STOCK MARKET INDEX AT COST 276300 438793 AMERICAN BEACON AHL MNGD FUTURES STRAT Y AT COST 51200 50012 GMO ALTERNATIVE ALLOCATION FD I AT COST 51100 46740 GOLDMAN SACHS GQG PARTNERS INTL OPP I AT COST 92900 107108 NUANCE CONCENTRATED VAL LG SHT INSTIT CL AT COST 51500 41969 GMO OPPORTUNISTIC INCOME FUND INSTL AT COST 38800 38760 ISHARES TR MSCI USA MMENTM AT COST 47883 72183 KOPERNIK GLOBAL ALL CAP FUND INSTL AT COST 92300 80676 LEGAL FEES 172 0 0 MISCELLANEOUS EXPENSES 153 0 0 SUPPLIES 300 0 0 INVESTMENT FEES 8808 8808 0 FOREIGN TAXES PAID 1376 1376 0 FEDERAL TAXES 609 0 0