2021-11-15T15:38:33-06:00 2020-12-31 201717681 SOMERSET CPAS AND ADVISORS 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2020-01-01 203523866 THE SEMLER FAMILY FOUNDATION INC SEML 3179971615 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 462501651 JERRY SEMLER OFFICER 3179971615 2021-11-12 1 JERRY SEMLER 999009999 SUSIE M KEATON CPA P00765420 3174722200 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 2124626 X X 6539 6539 34092 34092 54505 771568 54505 95136 95136 0 0 0 1900 1900 0 18232 18232 0 599 599 0 20731 20731 0 127770 127770 148501 20731 127770 -53365 74405 3594 237 237 63786 111691 111691 502989 376604 509264 225403 342808 365653 961957 871126 1137781 1757729 1702466 2124626 0 0 X 1642061 1642061 0 0 115668 60405 1757729 1702466 1757729 1702466 1757729 -53365 189 1704553 2087 1702466 FIDELITY 3003 P 2019-08-01 2020-07-01 60172 75416 -15244 -15244 FIDELITY 3003 P 2015-06-15 2020-07-01 243433 228945 14488 14488 FIDELITY 2997 P 2019-08-15 2020-07-01 21327 17625 3702 3702 FIDELITY 2997 P 2015-06-15 2020-07-01 436627 395077 41550 41550 CAPITAL GAINS DIVIDENDS P 10009 10009 10009 54505 1034 0 1034 0 1034 600 0 0 0 600 0 434 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A JERRY 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 JERRY D SEMLER 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 46250 PRESIDENT 1.00 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 DIRECTOR 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. 127770 0 1857043 26222 0 1883265 0 0 1883265 28249 1855016 92751 92751 1034 1034 91717 0 91717 0 91717 127770 0 127770 0 127770 91717 0 0 22584 5924 31917 60425 127770 0 0 0 91717 36053 0 0 96478 0 0 0 0 0 0 0 96478 22584 5924 31917 36053 JERRY D SEMLER 7920 BEAUMONT GREEN WEST DR INDIANAPOLIS IN 46250 3172851615 SUBMIT LETTER DESCRIBING NEED FOR AND PURPOSE OF REQUESTED CONTRIBUTION. N/A N/A AMANDA STRONG 19120 TOMLINSON RD WESTFIELD IN 46074 NO RELATION INDIVIDUAL PROGRAM SUPPORT 100 AMERICAN HEART ASSOCIATION 6100 W 96TH ST STE 200 INDIANAPOLIS IN 46278 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 ATO 333 N ALABAMA ST STE 220 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 BISHOP CHATARD HIGH SCHOOL-KYLE GUYTON MEMORIAL 5885 N CRITTENDEN AVE INDIANAPOLIS IN 46220 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 BLESSINGS IN A BACKPACK 111 E WAYNE ST FT WAYNE IN 46802 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 BSA CROSSROADS OF AMERICA COUNCIL 7125 FALL CREEK RD INDIANAPOLIS IN 46256 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 CENTRAL INDIANA POLICE FOUNDATION 1525 S SHELBY INDIANAPOLIS IN 46203 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 CHILDREN'S MUSEUM PO BOX 3000 INDIANAPOLIS IN 46206 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 500 CHRISTEL HOUSE INTERNATIONAL 10 W MARKET ST STE 1990 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 CLD 2425 MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46208 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 10000 CONNOR PRAIRIE 13400 ALLISONVILLE RD FISHERS IN 46038 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 3500 CROSSROADS OF AMERICA COUNCIL 7125 FALL CREEK RD INDIANAPOLIS IN 46256 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 2500 CULVER BOYS & GIRLS CLUB 401 SCHOOL ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 FIRST TEE OF INDIANA 2625 HURRICANE RD FRANKLIN IN 46131 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 FOLDS OF HONOR 4000 W 196TH ST STE 125-347 INDIANAPOLIS IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 HOOSIER SALON PATRONS ASSOC 1060 N CAPITOL AVE C365 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 6000 HUMANE SOCIETY OF INDIANAPOLIS 7929 N MICHIGAN RD INDIANAPOLIS IN 46268 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 JOSEPH MALEY FOUNDATION 7128 LAKEVIEW PKWY W DR INDIANAPOLIS IN 46268 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 300 KATE'S KART 10376 LEO RD STE A FT WAYNE IN 46825 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 KIDNEY CANCER FOUNDATION PO BOX 803338 38269 CHICAGO IL 60680 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 LAKE MAX ENVIROMENTAL FUND 116 N MAIN ST CULVER IN 46511 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 MAKE A WISH 6201 CORPORATE DR STE 100 INDIANAPOLIS IN 46278 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 200 MARIAN UNIVERSITY SCOTT DAVIDSON PROJECT 3200 COLD SPRING RD INDIANAPOLIS IN 46222 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 MDRT 3258 W TOUHY AVE PARK RIDGE IL 60068 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 5000 NATIONAL EATING DISORDERS ASSOCIATION 1500 BROADWAY STE 1101 NEW YORK NY 10036 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 OUR LADY OF MOUNT CARMEL- KNIGHTS OF HOLY TEMPLE 1045 W 146TH ST STE A CARMEL IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 OUR LADY OF MOUNT CARMEL- MERCIFUL HELP 1045 W 146TH ST STE A CARMEL IN 46032 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 300 RILEY CHILDRENS FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 11670 SEEDS OF HOPE 1425 MICKLEY AVE INDIANAPOLIS IN 46241 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 20100 ST MEINRED 200 HILL DR ST MEINRED IN 47577 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 2000 ST THOMAS AQUINAS BOILER AWAKENING 535 WEST STATE ST WEST LAFAYETTE IN 47906 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 ST VINCENT FOUNDATION 8402 HARCOURT RD INDIANAPOLIS IN 46268 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 300 STUDENT IMPACT FUND 536 N UNION ST WESTFIELD IN 46074 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 100 SYCAMORE FOUNDATION 101 WEST OHIO ST INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 THE INDIANA ACADEMY (ICI) 30 S MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 1000 UNITED CATHOLIC APPEAL (ARCH OF INDIANAPOLIS) PO BOX 6043 INDIANAPOLIS IN 46206 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 10000 INDIANA HISTORICAL SOCIETY 450 W OHIO ST INDIANAPOLIS IN 46202 NO RELATION PUBLIC CHARITY PROGRAM SUPPORT 37000 127770 0 14 6539 14 34092 18 54505 0 95136 0 95136 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1900 1900 0 CARILLON REAMS UNCONSTRAINED BOND I 53774 60336 JPMORGAN MORTGAGE BACKED SEC CLASS I 25018 25943 MAINSTAY MACKAY CONVERTIBLE CL I 21644 31426 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I 46704 45635 VANGUARD HI YIELD CORPORATE ADMIRAL 15038 16489 WELLS FARGO SHT TERM HIGH YLD BD I 15000 15412 FORT MYERS FLA CAP IMPT REV BDS SER 24999 25485 NEW HAMPSHIRE ST GO CAP IMPT BDS 30685 31565 JACKSON ST UNIV EDL BLDG CORP MISS REV 24070 26402 UNITED STATES TREAS SER AL-2022 30578 30818 FEDERAL FARM CR BKS BOND 55298 56142 JOHNSON CONTROLS INTERNATIONAL PLC 9132 11415 GARMIN LTD COM CHF10.00 4631 7419 CHECK POINT SOFTWARE TECHNOLOGIES LTD 8883 13956 AT&T INC COM USD1 8168 7334 ALPHABET INC CAP STK CL C 4504 15767 AMAZON.COM INC 9708 9771 AMERICAN EXPRESS CO COM USD0.20 6744 12091 AMERICAN INTERNATIONAL GROUP 12560 9654 ANHEUSER-BUSCH INBEV SA/NV ADR EAH 11347 9787 APPLE INC COM USD 0.00001 4593 22823 BERKSHIRE HATHAWAY INC COM USD 0.0033 9594 10898 BORG WARNER INC COM USD 0.01 10389 11631 BRISTOL-MYERS SQUIBB CO COM 9751 12406 BROADRIDGE FINANCIAL SOLUTION INC 4331 6894 CVS HEALTH CORPORATION COM 12261 11884 CAPITAL ONE FINANCIAL CORP COM 11960 13246 CHEVRON CORP NEW COM 11846 9290 COLFAX CORP 4599 5774 COMCAST CORP 5224 5554 COMPASS MINERALS INTERNATIONL INC 10817 12714 CORTEVA INC COM 9072 12351 DOMINION ENERGY INC COM 7712 8648 EDISON INTERNATIONAL 5943 6722 EXXON MOBIL CORP 8710 4658 FIDELITY NATIONAL FINANCIAL FNF GROUP 11525 11727 FIFTH THIRD BANCORP 9500 10532 FIRST SOLAR INC 9962 24136 HANESBRANDS INC COM USD 0.01 4800 4476 HONEYWELL INTERNATIONAL INC 6578 14889 IQVIA HLDGS INC COM 4954 10750 KRAFT HEINZ CO COM 8543 10814 LEVI STRAUSS & CO NEW CL A COM STK 5156 7731 MCKESSON CORP 5466 8696 MERCK & CO. INC COM 6887 10225 MICROSOFT CORP 9600 15569 QUALCOMM INC 7241 20566 RAYTHEON TECHNOLOGIES 8651 10798 SCHLUMBERGER LIMITED COM USD 0.01 10593 14146 STARBUCKS CORP COM USD 0.001 8344 13265 TJX COMPANIES INC 9280 11541 UNITED HEALTH GROUP INC 7180 10170 VERIZON COMMUNICATIONS INC 7017 8343 VIATRIS INC COM 10468 11656 WELLS FARGO CO NEW COM 11478 9597 ZIMMER BIOMET HOLDINGS INC COM 10902 16950 ACCRUED INTEREST AT COST 1112 1112 OMEGA HEALTHCARE INVESTORS INC AT COST 7494 10496 SIMON PROPERTY GROUP AT COST 8431 4776 FIDELITY TOTAL INTL INDEX FUND AT COST 98599 103769 FIDELITY ADVISOR REAL ESTATE INCOME Z AT COST 38584 37690 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL AT COST 30000 29881 CALAMOS MARKET NEUTRAL INCOME CL I AT COST 43322 45884 DIAMOND HILL LONG/SHRT FUND CL I AT COST 40339 44880 FEDERATED HERMES INTL EQ CL IS AT COST 65181 86965 JP MORGAN MID CAP VALUE FUND CLASS L AT COST 12018 13197 JANUS HENDERSON ENTERPRISES AT COST 65000 83935 VANGUARD EMERG MKTS SELECT STOCK INVSTR AT COST 14863 18448 DBX ETF TR XTRACK MSCI EAFE AT COST 12936 16032 ISHARES S&P 500 AT COST 26318 41293 ISHARES S&P 500 GROWTH ETF AT COST 203676 319100 ISHARES S&P MIDCAP 400 INDEX FUND AT COST 28620 34475 ISHARES CORE S&P SMALL-CAP E AT COST 37904 63411 SPDR SERIES TRUST S&P 600 SMCP VAL AT COST 55602 79428 ISHARES TR ISHS 5-10YR INVS AT COST 49964 53757 ISHARES TR ISHS 1-5YR INVS AT COST 9884 10206 SPDR SER TR BLMBRG BRC CNVRT AT COST 9225 17800 ISHARES TR EXPANDED TECH AT COST 12054 21246 ADJUSTMENT 2087 NONDIVIDEND DISTRIBUTIONS 189 FIDELITY FEES 18232 18232 0 FOREIGN TAX 599 599 0