SEMLER FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SEMLER FAMILY FOUNDATION INC (EIN 20-3523866)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201211309349100826
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T13:21:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134994650 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203523866 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEMLER FAMILY FOUNDATION INC V05701004 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEML | NameControl |
| Phone | 4149771210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JPMORGAN CHASE BANKNAPOBOX 3038 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY SEMLER | Name |
| Title | PRESIDENT | Title |
| Phone | 4149771210 | Phone |
| Date Signed | 2012-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JPMORGAN CHASE BANK NA | Name |
| PTIN | P00037638 | PTIN |
| Phone | 4149771210 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1622701 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 19 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 27008 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27046 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 48537 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 799031 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 49453 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 65 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 65 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 75629 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76583 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10142 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10142 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3289 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 280 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 80 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 523 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 80 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13511 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10945 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 80 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 86250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 86250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 99761 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10945 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 86330 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24132 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 65638 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 558 | CashBOY |
| Cash EOY | 4235 | CashEOY |
| Cash EOYFMV | 4235 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 41607 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 108410 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 108410 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1049949 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1093454 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1134294 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 503067 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 365219 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 375762 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1595181 | TotalAssetsBOY |
| Total Assets EOY | 1571318 | TotalAssetsEOY |
| Total Assets EOYFMV | 1622701 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1595181 | CapitalStockBOY |
| Capital Stock EOY | 1571318 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1595181 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1571318 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1595181 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1571318 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1595181 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24132 | ExcessOfRevenueOverExpenses |
| Other Increases | 269 | OtherIncreases |
| Subtotal | 1571318 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1571318 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 787950 | 750494 | 37456 | 37456 | |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | -289 | -289 | |||
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | 743 | 743 | |||
| POWERSHARES DB COMMODITY INDEX TRACKING FUND SEC 1256 | 462 | 462 | |||
| CAPITAL GAINS DIVIDENDS | 11081 | 11081 | 11081 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 49453 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 89098 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1654130 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053864 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 83220 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1519112 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054782 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 102519 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1786164 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057396 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 103106 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2125981 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048498 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 126100 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1970682 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.063988 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.278528 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055706 | AverageDistributionRatio |
| Net Noncharitable Assets | 1689515 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 94116 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 656 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 94772 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 86330 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1313 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1313 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1313 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 33 | PenaltyForUnderpayment |
| Tax Due | 1346 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JPMORGAN CHASE BANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3176843167 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST OHIO STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JERRY D SEMLER | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ROSEMARY R SEMLER | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | VICE-PRESIDENT | 1.00 | 0 | 0 | 0 |
| MICHAEL R SEMLER | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | TREASURER | 1.00 | 0 | 0 | 0 |
| KIMBERLY D HAMILTON | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | SECRETARY | 1.00 | 0 | 0 | 0 |
| MARY D DODSON | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOHN R SEMLER | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| KRISTIN D TERRELL | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JEFFREY R SEMLER | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SALLY D BUTLER | ||||||||
| 8015 HEYWARD DRIVE | INDIANAPOLIS | IN | 46250 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1654953 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60291 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1715244 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1715244 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25729 | CashDeemedCharitable |
| Net Noncharitable Assets | 1689515 | NetNoncharitableAssets |
| Minimum Investment Return | 84476 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 84476 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1313 | TaxBasedOnInvestmentIncome |
| Total Tax | 1313 | TotalTax |
| Distributable Amount Before Adj | 83163 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 83163 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 83163 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 86330 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 86330 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 86330 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83163 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5519 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 14001 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7824 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 9357 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36701 | TotalExcessDistriCarryover |
| Qualifying Distributions | 86330 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 83163 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3167 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 39868 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 5519 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 34349 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 14001 | ExcessFromYear3 |
| Excess From Year2 | 7824 | ExcessFromYear2 |
| Excess From Year1 | 9357 | ExcessFromYear1 |
| Excess From Current Year | 3167 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JERRY D SEMLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8015 HEYWARD DRIVE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3172851615 | RecipientPhoneNumber |
| Form And Info And Materials | SUBMIT LETTER DESCRIBING NEED FOR AND PURPOSE OF REQUESTED CONTRIBUTION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF INDIANAPOLIS | |||||||
| PO BOX 1410 | INDIANAPOLIS | IN | 462061410 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| BISHOP CHATARD HIGH SCHOOL | |||||||
| 5885 N CRITTENDEN AVENUE | INDIANAPOLIS | IN | 462202840 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| BOWEN CENTER AT BALL STATE UNIVERSITY | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| BOY SCOUTS - CROSSROADS COUNCIL | |||||||
| PO BOX 1966 | INDIANAPOLIS | IN | 462061966 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $7,500 |
| CENTER FOR LEADERSHIP DEVELOPMENT | |||||||
| 2425 DR MARTIN LUTHER KING JR ST | INDIANAPOLIS | IN | 462085546 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 |
| CHRISTEL HOUSE FOUNDATION | |||||||
| 10 W MARKET STREET SUITE 1990 | INDIANAPOLIS | IN | 462042973 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| CONNER PRAIRIE MUSEUM | |||||||
| 13400 ALLISONVILLE ROAD | FISHERS | IN | 460383457 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| CORNEA RESEARCH FOUNDATION OF AMERICA | |||||||
| 9002 N MERIDIAN STREET SUITE 212 | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| HOOSIER SALON | |||||||
| 714 EAST 65TH STREET | INDIANAPOLIS | IN | 462201610 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| INDIANA HISTORICAL SOCIETY | |||||||
| 450 W OHIO STREET | INDIANAPOLIS | IN | 462023269 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| INDIANA REPERTORY THEATRE | |||||||
| 140 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| INDIANA YOUTH INSTITUTE | |||||||
| 603 E WASHINGTON ST STE 800 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY | |||||||
| 1200 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 462224552 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| IU FOUNDATION-SCHOOL OF MEDICINE-KOCH CHAIR | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| JUKES FOUNDATION FOR KIDS | |||||||
| 5957 SOUTHLAND DRIVE | STONE MOUNTAIN | GA | 30087 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $500 |
| LAKE MAXINKUCKEE ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 187 | CULVER | IN | 46511 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING RD | INDIANAPOLIS | IN | 462221997 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $12,500 |
| NORTHWEST HAITI CHRISTIAN MISSION | |||||||
| 7271 MAYFLOWER PARK DRIVE | ZIONSVILLE | IN | 479072056 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $250 |
| PURDUE FOUNDATION | |||||||
| 403 W STATE STREET | WEST LAFAYETTE | IN | 479072056 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| SAGAMORE INSTITUTE FOR POLICY RESEARCH | |||||||
| 1630 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 462021437 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 |
| ST VINCENT FOUNDATION | |||||||
| 8402 HARCOURT ROAD SUITE 210 | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 86250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,008 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $48,537 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $75,629 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 75629 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD FI SECS F INTR TRM CP PT FUND 71 - 3239.983 SHS | 33761 | 32367 |
| EATON VANCE MUT FDS TR FLT RT CL I - 7457.987 SHS | 57899 | 65705 |
| JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 8063.166 SHS | 50691 | 61441 |
| JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 7141.624 SHS | 78813 | 78201 |
| DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 2368.225 SHS | 33426 | 31166 |
| JPM INTL CURRENCY INCOME FD 1.21% - 4356.473 SHS | 48703 | 47181 |
| JPM TR I MLT SC INC - SEL 3.91% - 1760.155 SHS | 17813 | 17531 |
| DB BREN EM ASIA FX BSKT 11/16/12 LNKD IDR MYR & SGD VS USD 5%BUFFER- 13000 S | 13000 | 11783 |
| JPMORGAN TR I FLOAT RATE INC 4.24% 4.24% - 1969.844 SHS | 19048 | 18970 |
| BARC 95% PPN FX BSKT 12/27/12 LNKD BRL INR CNY & IDR VS USD 1.69XLEV- 12000 | 12065 | 11417 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (33 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SPDR S&P 500 ETF TRUST - 576 SHS | 64245 | 72288 |
| ISHARES S&P MIDCAP 400 INDEX FUND - 603 SHS | 43683 | 52829 |
| DODGE & COX INTERNATIONAL STOCK - 1035.794 SHS | 31509 | 30287 |
| ARTISAN INTL VALUE FUND - INV - 1972.361 SHS | 55029 | 49487 |
| ARBITRAGE FUNDS - I CL I - 2573.218 SHS | 33761 | 33709 |
| ASTON OPTIMUM MID CAP FUND I - 781.296 SHS | 22431 | 23415 |
| JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 2538.86 SHS | 53443 | 54484 |
| JPM US REAL ESTATE FD - SEL FUND 3037 - 2034.428 SHS | 24635 | 32937 |
| JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 5412.65 SHS | 36433 | 52340 |
| JPM ASIA 3 FD - SEL FUND 1134 - 949.599 SHS | 30583 | 27310 |
| JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 3324.26 SHS | 63793 | 65621 |
| EDGEWOOD GROWTH FUND - 3130.844 SHS | 35629 | 36568 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND - 2133 SHS | 51402 | 57250 |
| MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 4145.901 SHS | 31509 | 27487 |
| MANNING & NAPIER FUND INC 3 SERIES - 5423.924 SHS | 97521 | 94322 |
| EATON VANCE MUT FDS TR GLOBAL MACRO - I - 5126.278 SHS | 52881 | 50340 |
| VICTORY PORTFOLIOS DIVRS STK CL I - 2408.933 SHS | 31509 | 34809 |
| GATEWAY FUND - Y - 1227.28 SHS | 32044 | 32388 |
| SPDR GOLD TRUST - 145 SHS | 11564 | 22039 |
| HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 1088.086 SHS | 16713 | 18639 |
| HSBC CONT BUFF EQ SPX 4/27/12 75% CONTIN BARR - 10.6%CPN- 25000 SHS | 25000 | 27513 |
| DB BREN EAFE 1/6/12 10%BUFFER-2XLEV-8.33%CAP- 15000 SHS | 15000 | 13883 |
| DB BREN ASIA BASKET 1/6/12 10%BUFFER-2XLEV-7.15%CAP- 25000 SHS | 25000 | 22973 |
| SG CONT BUFF EQ SPX 6/29/12 75% CONTIN BARR- 4.5%CPN- 20000 SHS | 20000 | 20280 |
| SG CONT BUFF EQ SPX 4/18/12 80% CONTIN BAR- 3%CPN- 35000 SHS | 35000 | 33877 |
| JOHN HANCOCK II-EMG MKTS-I - 1656.382 SHS | 18137 | 15007 |
| BNP CONT BUFF EQ SPX 5/23/12 80% CONTIN BAR- 0.5%CPN- 35000 SHS | 35000 | 33414 |
| GS BREN EAFE 6/20/12 10%BUFFER-2 XLEV- 7.81%CAP- 15000 SHS | 15000 | 12774 |
| HSBC CONT BUFF EQ SPX 10/17/12 80% CONTIN BARR 18%CPN- 20000 SHS | 20000 | 21564 |
| DB BREN BRENT CRUDE 10/17/12 LNKD CO1 2.78%LEV- 15000 SHS | 15000 | 15293 |
| JPM BREN EAFE 10/24/12 10%BUFFER-2 XLEV- 13.17%CAP- 15000 SHS | 15000 | 14897 |
| GS BREN EAFE 11/28/12 10%BUFFER-2 XLEV- 11.12%CAP- 20000 SHS | 20000 | 19214 |
| GS BREN EEM 11/05/12 10%BUFFER-2 XLEV- 12.15%CAP- 15000 SHS | 15000 | 15056 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES & CHECK ORDER | 80 | 0 | 80 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND | 0 | 523 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OID INCOME | Description |
| Revenue And Expenses Per Books | 65 | RevenueAndExpensesPerBooks |
| Net Investment Income | 65 | NetInvestmentIncome |
| Adjusted Net Income | 65 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL | Description |
| Amount | $269 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $10,142 | Amount |
| Net Investment Income | 10142 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $280 | 280 | 0 |
| EXCISE TAXES PAID | $1,489 | 0 | 0 |
| ESTIMATED TAXES PAID | $1,520 | 0 | 0 |