2026-05-13T14:03:24-05:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2025-01-01 205274525 THE HAGEMAN FOUNDATION INC HAGE 3179278300 12821 E NEW MARKET ST SUITE 300 CARMEL IN 46032 SANDRA HAGEMAN SECRETARY 3179278300 2026-05-13 1 JOHN R BRUCH P00019237 3175802000 2026-05-13 2025 2025-03-06 01:10:19Z X 3393018 X 173508 88181 88181 76666 390537 76666 338355 164847 0 0 0 189 0 0 4750 0 4750 13548 13548 0 4228 1697 0 88 0 0 22803 15245 4750 158815 158815 181618 15245 163565 156737 149602 267229 378838 378838 1533544 1580946 2501899 533462 531188 512281 2334235 2490972 3393018 0 0 X 0 0 0 0 2334235 2490972 2334235 2490972 2334235 2490972 2334235 156737 0 2490972 0 2490972 PUBLICLY TRADED SECURITIES 13325 13300 25 25 PUBLICLY TRADED SECURITIES 353296 300571 52725 52725 CAPITAL GAINS DIVIDENDS P 23916 23916 23916 76666 2079 0 2079 0 2079 1920 0 0 0 1920 0 159 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 300 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 2823341 269619 0 3092960 0 0 3092960 46394 3046566 152328 152328 2079 2079 150249 0 150249 0 150249 163565 0 163565 150249 123015 0 0 163565 123015 0 0 40550 0 0 0 0 0 0 0 0 109699 0 0 0 STEVE J HAGEMAN SANDRA L HAGEMAN X BIBLICAL MINISTRIES WORLDWIDE 1595 HERRINGTON RD LAWRENCEVILLE GA 30043 N/A PC ETHAN & GRACE THOMAS SCHOLARSHIP FUND 500 BOONE AND CROCKETT CLUB FOUNDATION INC 250 STATION DRIVE MISSOULA MT 59801 N/A SO I GENERAL OPERATING FUND CONTRIBUTION 6465 CARMEL CLAY PUBLIC LIBRARY FOUNDATION 55 4TH AVE SE CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 COLLEGE PARK CHURCH INC 2606 W 96TH STREET INDIANAPOLIS IN 46268 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 CONNER PRAIRIE 13400 ALLISONVILLE ROAD FISHERS IN 46038 N/A PC CONNER PRAIRIE ANNUAL IMPACT FUND 20000 CORNERSTONE CHURCH OF AMES IOWA 56829 US HIGHWAY 30 AMES IA 50010 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 DAYSPRING CENTER INC PO BOX 44105 INDIANAPOLIS IN 46244 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 HAMILTON HEIGHTS YOUTH ASSISTANCE INC 25802 STATE ROAD 19 ARCADIA IN 46030 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 HVAF OF INDIANA INC PO BOX 441761 INDIANAPOLIS IN 46224 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 INDIANAPOLIS ZOOLOGICAL SOCIETY INC 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY FOUNDATION PO BOX 6134 INDIANAPOLIS IN 46206 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 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 IU FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 N/A PC CONTRIBUTION TO THE JEFFREY D. FISHER FUND FOR THE BENECKI CENTER FOR REAL ESTATE STUDIES 3750 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION 3900 EDISON LAKES PARKWAY SUITE 201 MISHAWAKA IN 46545 N/A POF GENERAL OPERATING FUND CONTRIBUTION. EXPENDITURE RESPONSIBILITY EXERCISED. 2000 LAFAYETTE GREAT BANQUET INC 1310 EAST 3RD STREET FOWLER IN 47944 N/A PC SPRING BANQUET AND AWAKENING 4000 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 NEWROOT LEARNING INSTITUTE 910 W VANBUREN ST SUITE 200 CHICAGO IL 60607 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 NORTH DECATUR HIGH SCHOOL 3172 IN-3 GREENSBURG IN 47240 N/A GOV GENERAL OPERATING FUND CONTRIBUTION 500 PURDUE RESEARCH FOUNDATION 1281 WIN HENTSCHEL BLVD WEST LAFAYETTE IN 47906 N/A PC FORGING AHEAD 25000 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GIFT SUPPORTING THE PEDIATRIC NEURO-ONCOLOGY RESEARCH FUND 20750 SHEPHERD COMMUNITY INC 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2000 ST MARY'S CATHOLIC CHURCH GREENSBURG INC 1331 HUNTER ROBBINS WAY GREENSBURG IN 47240 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 THE CENTER FOR THE PERFORMING ARTS INC ONE CENTER GREEN CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 THE INDIANA FFA FOUNDATION INC PO BOX 9 TRAFALGAR IN 46181 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1100 THE SALVATION ARMY 6060 CASTLEWAY W DRIVE INDIANAPOLIS IN 46250 N/A PC GENERAL OPERATING FUND CONTRIBUTION 750 TRADER'S POINT CHRISTIAN CHURCH 6590 S INDIANAPOLIS RD WHITESTOWN IN 46075 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 250 WHITE COUNTY REMC COMMUNITY FUND INC PO BOX 1154 MONTICELLO IN 47960 N/A PC HAGEMAN & HARRINGTON SCHOLARSHIP 3000 WOUNDED WARRIORS PROJECT INC 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC GENERAL OPERATING FUND CONTRIBUTION 300 FARMLAND FRIENDS CHURCH PO BOX 275 FARMLAND IN 47340 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 FEEDING TEAM CORPORATION 485 SHERIDAN ROAD NOBLESVILLE IN 46060 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 FOUNDATIONS OF FREEDOM INC 250 CHERRY RIDGE DR 1435 JACKSONVILLE FL 32222 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 GCC FOUNDATION INC 5504 E 146TH ST NOBLESVILLE IN 46062 N/A PC GENERAL OPERATING FUND CONTRIBUTION 2500 HAMILTON COMMUNITY FOUNDATION INC 11810 TECHNOLOGY DR FISHERS IN 46308 N/A PC GENERAL OPERATING FUND CONTRIBUTION 200 HUMANE SOCIETY FOR HAMILTON COUNTY INC 10501 HAGUE ROAD FISHERS IN 46038 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 NEW SONG MISSION INC PO BOX 488 NASHVILLE IN 47448 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 SAGAMORE INSTITUTE INC 6151 CENTRAL AVENUE INDIANAPOLIS IN 46220 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 YWAM FIRE AND FRAGRANCE NASHVILLE 2424 21ST AVE NASHVILLE TN 37211 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 158815 0 14 88181 18 76666 0 164847 0 164847 0 0 0 0 0 0 0 0 0 0 X X 1 SANDRA & STEVE HAGEMAN CLAT 11790 SYCAMORE ST ZIONSVILLE IN 46077 173508 X ACCOUNTING FEES 4750 0 4750 JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION 3900 EDISON LAKES PKWY SUITE 201 MISHAWAKA IN 46545 2025-04-10 2000 GRANT WAS MADE TO SUPPORT GRANTEE'S SCHOLARSHIPS AND LEADERSHIP PROGRAMS. 2000 NONE 04/30/2026 2026-04-30 NO AMOUNTS CONTRIBUTED TO THE JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE. 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. CARILLON REAMS CORE PLUS BOND 148095 142658 DODGE & COX INCOME 279339 266329 JP MORGAN INFLATION MANAGED BOND SELECT 52354 52286 GMO MULTI ASSET CREDIT FUND CLASS I 51400 51008 APPLE INC 12887 126143 CAUSEWAY INTERNATIONAL VALUE INSTL 81510 118901 SPDR S&P 500 ETF TRUST UNIT SER I S&P 59186 295271 PZENA EMERGING MRKTS FOCUSED VAL INSTL 46917 73677 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 59478 80052 DFA US LARGE CAP VALUE PRTF INSTL 89755 141879 GMO RESOURCES SERIES FUND CL PS 103339 110986 VANGUARD TOTAL STOCK MARKET INDEX 276300 609145 GMO ALTERNATIVE ALLOCATION FD I 86450 84067 GOLDMAN SACHS GQG PARTNERS INTL OPP I 82985 109686 KOPERNIK GLOBAL ALL CAP FUND INSTL 113550 116620 AVANTIS US SMALL CAP VALUE ETF 55850 71080 ETF SER SOLUTIONS DISTILLATE US 67368 86524 EFFICIENT ENHANCED MULTI ASSET FD I 42100 41928 LISTED FD TR HORIZON KINETICS 95671 125199 AQR DIVERSIFYING STRATEGIES FUND CL I 98000 96893 PZENA INTERNATIONAL SMALL CAP VALUE FD I 44100 52516 POLAR CAPITAL INTL SMALL COMPANY 44100 45172 JOHN HANCOCK INTL DYNAMIC GROWTH I 121400 116160 LEGAL FEES 189 0 0 MISCELLANEOUS EXPENSES 88 0 0 INVESTMENT FEES 13548 13548 0 FOREIGN TAXES PAID 1697 1697 0 FEDERAL TAXES 2531 0 0