2021-05-12T16:09:09-05:00 2020-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2020-01-01 205274525 THE HAGEMAN FOUNDATION INC HAGE 3179278300 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 SANDRA HAGEMAN SECRETARY 3179278300 2021-05-07 1 SANDRA HAGEMAN 999009999 JOHN R BRUCH P00019237 3175802000 2021-05-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 2361651 X 69729 47585 47585 26638 351017 26638 143952 74223 0 0 0 22 0 0 4195 0 0 7471 7471 0 2919 1073 0 140 0 0 14747 8544 0 98518 98518 113265 8544 98518 30687 65679 124860 143360 143360 1805926 1818313 2218291 1930786 1961673 2361651 75 275 75 275 X 0 0 0 0 1930711 1961398 1930711 1961398 1930786 1961673 1930711 30687 0 1961398 0 1961398 STOCK FUNDS, 387.69 SHS AQR LARGE CAP DEFENSIVE STYLE R6 P 2019-10-29 2020-09-09 9690 8877 813 813 STOCK FUNDS, 580.558 SHS BAILLIE GIFFORD EMERG MRKTS EQ INSTL P 2019-09-20 2020-09-09 12890 11735 1155 1155 EQUITY ETPS, 101 SHS ISHARES TR MSCI USA MMENTM P 2019-09-20 2020-09-09 14669 12182 2487 2487 BOND FUND, 3,960.285 SHS PIMCO LOW DURATION INSTITUTIONAL P 2019-09-20 2020-07-29 39276 38781 495 495 STOCK FUNDS, 3,084.040 SHS TORTOISE MLP & PIPELINE FD INSTL P 2019-09-20 2020-07-30 24328 38962 -14634 -14634 STOCK FUNDS, 2,318.314 SHS CAUSEWAY INTERNATNAL VALUE INSTL P 2014-01-14 2020-09-09 31890 37348 -5458 -5458 STOCK FUNDS, 4,045.495 SHS OAKMARK INTL ADVISOR FUND P 2016-02-12 2020-09-09 84298 83100 1198 1198 EQUITY ETPS, 306 SHS SPDR S&P500 ETF TRUST TRUST UNIT DEPOSIT P 2014-01-14 2020-09-09 104716 56165 48551 48551 STOCK FUNDS, 2,932.75 SHS TORTOISE MLP & PIPELINE FD INSTL P 2017-12-13 2020-07-30 23135 37229 -14094 -14094 CAPITAL GAINS DIVIDENDS P 6125 6125 6125 26638 913 0 913 0 913 1220 0 0 0 1220 0 307 307 0 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 1 0 1 1 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 1940727 114062 0 2054789 0 0 2054789 30822 2023967 101198 101198 913 913 100285 0 100285 0 100285 98518 0 98518 0 98518 100285 96618 0 0 98518 96618 0 0 1900 0 0 0 0 0 0 0 0 98385 0 0 0 STEVE J HAGEMAN SANDRA L HAGEMAN X 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 ANNUAL FUND CONTRIBUTION 5000 FOSTER FAIRY INC 14038 PARLEY LN FISHERS IN 46038 N/A PF GENERAL OPERATING FUND CONTRIBUTION 100 FLORIDA STATE UNIVERSITY FOUNDATION INC 2010 LEVY AVE SUITE 300 TALLAHASSEE FL 32310 N/A PC JUSTIN SISSON CADET AWARD 150 GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATING FUND CONTRIBUTION 11750 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. 1000 LEUKEMIA & LYMPHOMA SOCIETY 9075 N MERIDIAN ST SUITE 150 INDIANAPOLIS IN 46260 N/A PC GENERAL OPERATING FUND CONTRIBUTION 200 MORE THAN CONQUERORS 7558 S STATE RD 67 SUITE D PENDLETON IN 46064 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND 750 SERGE GLOBAL INC 101 WEST AVENUE SUITE 305 JENKINTOWN PA 19046 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 TRADER'S POINT CHRISTIAN CHURCH 6590 S INDIANAPOLIS RD WHITESTOWN IN 46075 N/A PC GENERAL OPERATING FUND CONTRIBUTION 13000 TRINITY FREE CLINIC 1045 W 146TH ST SUITE B CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 205 VOLUNTEERS OF AMERICA INDIANA INC 1099 N MERIDIAN SUITE 800 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 N/A PC SUPPLIES FOR THANKSGIVING PIES 4193 WHITE COUNTY REMC COMMUNITY FUND INC PO BOX 1154 MONTICELLO IN 47960 N/A PC HAGEMAN & HARRINGTON SCHOLARSHIP 2500 AGAPE CHRISTIAN COLLEGE 2410 EXECUTIVE DR SUITE 202 INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 ALTERNATIVES INCORPORATED PO BOX 1302 ANDERSON IN 46015 N/A PC GENERAL OPERATING FUND CONTRIBUTION 206 BIBLICAL MINISTRIES WORLDWIDE 1595 HERRINGTON RD LAWRENCEVILLE GA 30043 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 BOYS & GIRLS CLUB OF BOONE COUNTY 6590 S INDIANAPOLIS RD WHITESTOWN IN 46075 N/A PC ANNUAL FUND 1000 BOYS & GIRLS CLUB OF TIPTON COUNTY INC 341 W JEFFERSON ST SUITE B TIPTON IN 46072 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 COLLEGE PARK CHURCH INC 2606 W 96TH STREET INDIANAPOLIS IN 46268 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 DAYSPRING CENTER INC PO BOX 44105 INDIANAPOLIS IN 46244 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1100 FIRST CHRISTIAN CHURCH 8 W VIRGINIA ST REMINGTON IN 47977 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 GRAND STAIRCASE ESCALANTE PARTNERS INC 310 SOUTH 100 EAST 7 KANAB UT 84741 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HOPE CENTER INDY INC 11850 BROOKVILLE RD INDIANAPOLIS IN 46239 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 KENNETH BUTLER MEMORIAL SOUP KITCHEN INC 202 E MAIN ST GREENFIELD IN 46140 N/A PC GENERAL OPERATING FUND CONTRIBUTION 300 MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIANA INC 2545 FARMERS DRIVE NO 300 COLUMBUS OH 43235 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 PATCHWORK INDY INC 770 PAWTUCKET DRIVE WESTFIELD IN 46074 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 SOUTHSIDE YOUTH COUNCIL INC 3505 WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 SHEPHERD COMMUNITY INC 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 SPOKEN GOSPEL INC 2600 COUNTRYWOOD LANE EDMOND OK 73012 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 THE CENTER FOR THE PERFORMING ARTS INC ONE CENTER GREEN CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 UNITED WAY OF CENTRAL INDIANA INC 2955 N MERIDIAN ST SUITE 300 INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 BREAD OF LIFE MINISTRIES OF INDIANAPOLIS INC 7510 E COUNTY ROAD 100N AVON IN 46213 N/A PC GENERAL OPERATING FUND CONTRIBUTION 100 VICTORY CHAPEL COMMUNITY CHURCH 13350 E 216TH ST NOBLESVILLE IN 46060 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 WAYNETOWN COMMUNITY FIRE DEPARTMENT INC 106 W WASHINGTON ST BOX 96 WAYNETOWN IN 47990 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 WESTMINSTER PRESBYTERIAN CHURCH AND SOCIETY 5575 S GORDON AVE NEWAYGO MI 49337 N/A PC CAMP HENRY PROGRAMS 500 YWCA EVANSTONNORTH SHORE 1215 CHURCH ST EVANSTON IL 60201 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 98519 0 14 47585 18 26638 0 74223 0 74223 0 0 0 0 0 0 0 0 0 0 X X 1 SANDRA & STEVE HAGEMAN CLAT 11790 SYCAMORE ST ZIONSVILLE IN 46077 69729 X ACCOUNTING FEES 4195 0 0 FOSTER FAIRY INC 14038 PARKEY DRIVE FISHERS IN 46038 2020-12-14 100 GRANT WAS MADE TO PURCHASE HOLIDAY GIFTS FOR CHILDREN IN THE FOSTER CARE SYSTEM. 100 NONE 05/06/2021 2021-05-06 NO AMOUNTS CONTRIBUTED TO FOSTER FAIRY, INC. WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE. FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B PART VII-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 61568 ARTISAN INTERNATIONAL ADV AT COST 86700 97449 CARILLON REAMS CORE PLUS BOND AT COST 148095 168155 CAUSEWAY INTERNATIONAL VALUE INSTL AT COST 111250 112148 DODGE & COX INCOME AT COST 152089 161723 JP MORGAN INFLATION MANAGED BOND SELECT AT COST 39209 40992 SPDR S&P 500 ETF TRUST UNIT SER I S&P AT COST 96079 237040 PZENA EMERGING MRKTS FOCUSED VAL INSTL AT COST 83100 94316 AQR LARGE CAP DEFENSIVE STYLE AT COST 64923 75502 BAILLIE GIFFORD EMERG MRKTS EQ INSTL AT COST 69365 94924 DFA GLOBAL REAL ESTATE SEC PORTFOLIO AT COST 91200 81765 DFA US TARGETED VALUE PRTF INSTL AT COST 66059 71384 DFA US LARGE CAP VALUE PRTF INSTL AT COST 108974 114089 GMO RESOURCES SERIES FUND CL PS AT COST 78700 99960 VANGUARD TOTAL STOCK MARKET INDEX AT COST 276300 353618 AMERICAN BEACON AHL MNGD FUTURES STRAT Y AT COST 51200 51114 GMO ALTERNATIVE ALLOCATION FD I AT COST 51100 51380 GOLDMAN SACHS GQG PARTNERS INTL OPP I AT COST 92900 97381 NUANCE CONCENTRATED VAL LG SHT INSTIT CL AT COST 51500 51264 GMO OPPORTUNISTIC INCOME FUND INSTL AT COST 38800 38487 ISHARES TR MSCI USA MMENTM AT COST 47883 64032 LEGAL FEES 22 0 0 MISCELLANEOUS EXPENSES 140 0 0 INVESTMENT FEES 7471 7471 0 FOREIGN TAXES PAID 1073 1073 0 FEDERAL TAXES 1846 0 0