SEMLER FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SEMLER FAMILY FOUNDATION INC (EIN 20-3523866)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-04
- IRS object ID
- 201111249349101116
- Schema version
- 2010v3.2
- 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 Decreases 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 | 2011-05-04T21:29:32-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | 2800320600 / V05701004 | BusinessNameLine2 |
| 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 | 2011-03-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JPMORGAN CHASE BANK NA | Name |
| Phone | 4149771210 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1771349 | 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 | 33 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 33 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37188 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37224 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 114672 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1240373 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 120704 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 120 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 152013 | TotalRevenueAndExpenses |
| Total Net Investment Income | 157961 | 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 | 8932 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8932 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 346 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 346 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 81 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 358 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 81 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9359 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9636 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 81 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 99859 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9636 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90581 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 52154 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 148325 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11121 | CashBOY |
| Cash EOY | 558 | CashEOY |
| Cash EOYFMV | 558 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 67390 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 41607 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 40607 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 106296 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 698933 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1049949 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1187782 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 473560 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 503067 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 542402 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 185000 | InvestmentsOtherBOY |
| Total Assets BOY | 1542300 | TotalAssetsBOY |
| Total Assets EOY | 1595181 | TotalAssetsEOY |
| Total Assets EOYFMV | 1771349 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1542300 | CapitalStockBOY |
| Capital Stock EOY | 1595181 | 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 | 1542300 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1595181 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1542300 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1595181 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1542300 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 52154 | ExcessOfRevenueOverExpenses |
| Other Increases | 1029 | OtherIncreases |
| Subtotal | 1595483 | Subtotal |
| Other Decreases | 302 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1595181 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 1239443 | 1125701 | 113742 | 113742 | |
| DB COMMODITY INDEX TRACKING FUND | 69 | -69 | -69 | P | |
| DB COMMODITY INDEX TRACKING FUND | 108 | 108 | 108 | P | |
| DB COMMODITY INDEX TRACKING FUND SEC 1256 | 6522 | 6522 | 6522 | P | |
| DB COMMODITY INDEX TRACKING FUND BASIS ADJUSTMENT RE: SALE | -529 | -529 | P | ||
| CAPITAL GAINS DIVIDENDS | 930 | 930 | 930 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 120704 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 83220 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1519112 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054782 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 102519 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1786164 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057396 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 103106 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2125981 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048498 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 126100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1970682 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063988 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1932166 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.224664 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044933 | AverageDistributionRatio |
| Net Noncharitable Assets | 1654130 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74325 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1483 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 75808 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90581 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1483 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1483 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1483 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 1489 | 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 | 3176843057 | 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 | 46277 | 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 | 1541812 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 137508 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1679320 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1679320 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25190 | CashDeemedCharitable |
| Net Noncharitable Assets | 1654130 | NetNoncharitableAssets |
| Minimum Investment Return | 82707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1483 | TaxBasedOnInvestmentIncome |
| Total Tax | 1483 | TotalTax |
| Distributable Amount Before Adj | 81224 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 81224 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 81224 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90581 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 90581 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1483 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89098 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81224 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 5519 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 14001 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7824 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 27344 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90581 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 81224 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9357 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 36701 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 36701 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5519 | ExcessFromYear4 |
| Excess From Year2 | 14001 | ExcessFromYear2 |
| Excess From Year1 | 7824 | ExcessFromYear1 |
| Excess From Current Year | 9357 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $6,000 |
| CENTER FOR LEADERSHIP DEVELOPMENT | |||||||
| 2425 DR MARTIN LUTHER KING JR ST | INDIANAPOLIS | IN | 462085546 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 |
| CHILDREN'S MUSEUM OF INDIANAPOLIS | |||||||
| 3000 N MERIDIAN STREET | INDIANAPOLIS | IN | 462084716 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| CHRISTEL HOUSE FOUNDATION | |||||||
| 10 W MARKET STREET SUITE 1990 | INDIANAPOLIS | IN | 462042973 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| CHURCH FEDERATION OF GREATER INDIANAPOLIS | |||||||
| 1100 W 42ND ST SUITE 345 | INDIANAPOLIS | IN | 462083345 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 |
| 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 | $500 |
| 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 YOUTH INSTITUTE | |||||||
| 603 E WASHINGTON ST STE 800 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,500 |
| 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 |
| LAKE MAXINKUCKEE ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 187 | CULVER | IN | 46511 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING RD | INDIANAPOLIS | IN | 462221997 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $13,500 |
| PURDUE UNIVERSITY | |||||||
| 403 W STATE STREET | WEST LAFAYETTE | IN | 479072056 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| SAGAMORE INSTITUTE FOR POLICY RESEARCH | |||||||
| 1630 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 462021437 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 |
| SYCAMORE FOUNDATION | |||||||
| 201 NORTH INNLINOIS ST SUITE 1701 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $500 |
| UNITED CATHOLIC APPEAL | |||||||
| PO BOX 1410 | INDIANAPOLIS | IN | 462061410 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90500 | 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 | $33 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,188 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $114,672 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $120 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $152,013 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 152013 | 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 (8 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD FIXED INCOME SECS F INTR TRM CP PT (FUND 71) - 3239.983 SHS | 33761 | 32141 |
| ISHARES BARCLAYS TIPS BOND FUND - 307 SHS | 32051 | 33009 |
| EATON VANCE MUT FDS TR FLT RT CL I - 9453.169 SHS | 70050 | 84700 |
| JPM HIGH YIELD FD - SEL FUND 3580 5.91% - 10252.904 SHS | 62910 | 83561 |
| JPM SHORT DURATION BOND FD - SEL FUND 3133 1.36% - 20363.598 SHS | 224916 | 223389 |
| DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 2368.225 SHS | 33426 | 34245 |
| JPM STR INC OPP FD FUND 3844 2.33% - 2880.39 SHS | 29178 | 34075 |
| JPM INTL CURRENCY INCOME FD INCOME FUND 1.28% - 1536.167 SHS | 16775 | 17282 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (29 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MATTHEWS PACIFIC TIGER FD - 1507.506 SHS | 29010 | 35336 |
| T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 2008.788 SHS | 32000 | 38529 |
| SPDR S&P 500 ETF TRUST - 576 SHS | 64245 | 72432 |
| ISHARES S&P MIDCAP 400 INDEX FUND - 603 SHS | 43683 | 54686 |
| ARBITRAGE FUNDS - I CL I - 2573.218 SHS | 33761 | 32911 |
| JPM US REAL ESTATE FD - SEL FUND 3037 - 3335.346 SHS | 35862 | 51965 |
| JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 5412.65 SHS | 36433 | 58240 |
| JPM ASIA 3 FD - SEL FUND 1134 - 1580.209 SHS | 44970 | 59858 |
| VANGUARD MSCI EMERGING MARKETS ETF - 1516 SHS | 66231 | 72989 |
| JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 4251.47 SHS | 81586 | 87878 |
| POWERSHARES DB COMMODITY INDEX TRACKING FUND - 2133 SHS | 51402 | 58764 |
| MANNING & NAPIER FUND INC 3 SERIES - 5423.924 SHS | 97521 | 104519 |
| EATON VANCE MUT FDS TR GLOBAL MACRO - I - 5126.278 SHS | 52881 | 52647 |
| SPDR GOLD TRUST - 145 SHS | 11564 | 20114 |
| ARTIO INTERNATIONAL 3 II - I - 2775.103 SHS | 33344 | 34578 |
| MS SPX MKT PLS NOTE 04/07/11 I- 40000 SHS | 40000 | 48706 |
| JPM RESEARCH MARKET NEUTRAL FD - SEL FUND - SEL - 2159.655 SHS | 33743 | 33345 |
| HIGHBRIDGE DYNAMIC COMM STRG FD -SEL STRATEGY FUND - SE - 1088.086 SHS | 16713 | 21076 |
| GS EAFE NOTE 05/12/11 -15000 SHS | 15000 | 14532 |
| DB BREN SPX 08/29/11 INITIAL LEVEL-08/06/10 SPX:1121.64 - 20000 SHS | 20000 | 21523 |
| DB SARN SPX 09/07/12 90/100/100/100-10%BUFFER- 5.5%MAXRTRN - 25000 SHS | 25000 | 26446 |
| HSBC BREN EAFE 10/6/11 10%BUF-2XLEV-7.34%CAP-14.68%MAXRTRN- 20000 SHS | 20000 | 20278 |
| HSBC CONT BUFF EQ SPX 04/27/12 75% CNT BAR-10.6%CPN- 30%CAP - 25000 SHS | 25000 | 26250 |
| CS BREN ASIA BASKET 11/9/11 10%BUF - 14.75%MAXRTN - 25000 SHS | 25000 | 24203 |
| CS BREN EAFE 11/9/11 10%BUF-2XLEV-8.857%CAP- 17.714%MAXRTN- 20000 SHS | 20000 | 19634 |
| GS BREN MID 12/02/11 10%BUF-2XLEV-6.85%CAP- 13.7%MAXRTN- 35000 SHS | 35000 | 36171 |
| DB BREN EAFE 01/06/12 10%BUF-2XLEV-8.33%CAP- 16.66%MAXRTN- 15000 SHS | 15000 | 15000 |
| DB BREN ASIA BASKET 01/06/12 - 14.3%MAXRTN- 25000 SHS | 25000 | 25178 |
| SG CONT BUFF EQ SPX 06/29/12 75% CNT BAR- 4.5%CPN- 30%CAP- 20000 SHS | 20000 | 19994 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO CARRYING VALUE/BASIS | Description |
| Amount | $302 | Amount |
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 | 81 | 0 | 81 |
| DB COMMODITY INDEX TRACKING FUND | 0 | 358 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Revenue And Expenses Per Books | 120 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 120 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL | Description |
| Amount | $1,029 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $8,932 | Amount |
| Net Investment Income | 8932 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $346 | Amount |
| Net Investment Income | 346 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |