2024-06-12T16:02:17-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 205274525 THE HAGEMAN FOUNDATION INC HAGE 3179278300 12821 E NEW MARKET ST SUITE 200 CARMEL IN 46032 SANDRA HAGEMAN SECRETARY 3179278300 2024-05-23 1 SANDRA HAGEMAN 999009999 1 JOHN R BRUCH P00019237 3175802000 2024-05-23 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2639978 X 120491 71770 71770 28716 137756 28716 220977 100486 0 0 0 175 0 0 4195 0 4195 8482 8482 0 1551 1378 0 154 0 0 14557 9860 4195 119483 119083 134040 9860 123278 86937 90626 263681 336439 336439 1447047 1461226 1948570 377866 377866 354969 2088594 2175531 2639978 275 275 275 275 X 0 0 0 0 2088319 2175256 2088319 2175256 2088594 2175531 2088319 86937 0 2175256 0 2175256 PUBLICLY TRADED SECURITIES 127993 109040 18953 18953 CAPITAL GAINS DIVIDENDS P 9763 9763 9763 28716 1260 0 1260 0 1260 880 0 380 0 1260 0 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 1 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 2176163 254978 0 2431141 0 0 2431141 36467 2394674 119734 119734 1260 1260 118474 0 118474 0 118474 123278 0 123278 118474 112230 0 0 123278 112230 0 0 11048 0 0 0 0 0 0 0 0 107426 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 600 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 408 CONNER PRAIRIE 13400 ALLISONVILLE ROAD FISHERS IN 46038 N/A PC CONNER PRAIRIE MISSION IMPACT FUND 20000 CORNERSTONE LUTHERAN CHURCH 4850 E MAIN ST CARMEL IN 46033 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 INDIANA UNIVERSITY FOUNDATION - SCHOOL OF MEDICINE FUND 1309 EAST 10TH STREET BLOOMINGTON IN 47405 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 INDY PICKLEBALL CLUB INC 7331 PARKSIDE DRIVE INDIANAPOLIS IN 46226 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 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATING FUND CONTRIBUTION 10000 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 LITTLE PORTION INC 350 COUNTY ROAD 248 BERRYVILLE AR 72616 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 PURDUE RESEARCH FOUNDATION 1281 WIN HENTSCHEL BLVD WEST LAFAYETTE IN 47906 N/A PC FORGING AHEAD 25000 REACH FOR YOUTH INC 3505 N WASHINGTON BLVD INDIANAPOLIS IN 46205 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 REMINGTON FOOD PANTRY PO BOX 322 REMINGTON IN 47977 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 N/A PC GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND 500 THE CENTER FOR THE PERFORMING ARTS INC ONE CENTER GREEN CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 5000 THE SALVATION ARMY 6060 CASTLEWAY W DRIVE INDIANAPOLIS IN 46250 N/A PC GENERAL OPERATING FUND CONTRIBUTION 250 THOMAS J HUGHES MINISTRIES INC 281 N STATE STREET SUITE A311 SAN JACINTO CA 92583 N/A POF GRANT TO ORGANIZATION. NO EXPENDITURE RESPONSIBILITY DONE. 400 TRADER'S POINT CHRISTIAN CHURCH 6590 S INDIANAPOLIS RD WHITESTOWN IN 46075 N/A PC GENERAL OPERATING FUND CONTRIBUTION 400 WHEELER MISSION MINISTRIES INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 N/A PC SUPPLIES FOR THANKSGIVING PIES 6045 WHITE COUNTY REMC COMMUNITY FUND INC PO BOX 1154 MONTICELLO IN 47960 N/A PC HAGEMAN & HARRINGTON SCHOLARSHIP 3000 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC GENERAL OPERATING FUND CONTRIBUTION 591 GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 HAMILTON HEIGHTS YOUTH ASSISTANCE INC 25802 STATE ROAD 19 ARCADIA IN 46030 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 INNOCENCE PROJECT INC 40 WORTH STREET SUITE 701 NEW YORK NY 10013 N/A PC GENERAL OPERATING FUND CONTRIBUTION 324 LITTLE SISTERS OF THE POOR OF INDIANAPOLIS INC 2345 W 86TH ST INDIANAPOLIS IN 46260 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION 3900 EDISON LAKES PARKWAY SUITE 201 MISHAWAKA IN 46545 N/A PF GENERAL OPERATING FUND CONTRIBUTION. EXPENDITURE RESPONSIBILITY EXERCISED. 2500 NETWORK FOR GOOD INC 1140 CONNECTICUT AVENUE NW 700 WASHINGTON DC 20036 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 THE PENROD SOCIETY LTD 1437 SOUTHEASTERN AVENUE INDIANAPOLIS IN 46201 N/A PC MAGIC IN THE MAKING - CORPORATE SPONSORSHIP 2500 GLOBAL EMPOWERMENT MISSION INC 1850 NW 84TH AVENUE SUITE 100 DORAL FL 33126 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 BIBLEPROJECT 1302 SE ANKENY PORTLAND OR 97214 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 DEPAUW UNIVERSITY PO BOX 37 GREENCASTLE IN 46135 N/A PC GENERAL OPERATING FUND CONTRIBUTION 750 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 PC PJ METZ BOYS BASKETBALL 500 NORTHVIEW CHRISTIAN LIFE CHURCH INC 6620 NORTHVIEW WAY INDIANAPOLIS IN 46220 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 TRANSFORMATION MINISTRIES INC 1519 PORTAGE AVE SOUTH BEND IN 46616 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 ST MARY'S CATHOLIC CHURCH GREENSBURG INC 1331 HUNTER ROBBINS WAY GREENSBURG IN 47240 N/A PC GENERAL OPERATING FUND CONTRIBUTION 500 THE SALT NETWORK INC 56829 US HIGHWAY 30 AMES IA 50010 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 UNIVERSITY HIGH SCHOOL OF INDIANA INC 2825 W 116TH ST CARMEL IN 46032 N/A PC GENERAL OPERATING FUND CONTRIBUTION 1000 119483 0 14 71770 18 28716 0 100486 0 100486 0 0 0 0 0 0 0 0 0 0 X X 1 SANDRA & STEVE HAGEMAN CLAT 11790 SYCAMORE ST ZIONSVILLE IN 46077 120491 X ACCOUNTING FEES 4195 0 4195 JAXSON WILLIAM AUGUSTUS SWANK FOUNDTAION 3900 EDISON LAKES PKWY SUITE 201 MISHAWAKA IN 46545 2023-03-01 2500 GRANT WAS MADE TO SUPPORT GRANTEE'S SCHOLARSHIPS AND LEADERSHIP PROGRAMS. 2500 NONE 05/10/2024 2024-05-10 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 141716 DODGE & COX INCOME 156339 143625 JP MORGAN INFLATION MANAGED BOND SELECT 36258 34886 GMO OPPORTUNISTIC INCOME FUND INSTL 37174 34742 APPLE INC 12887 89334 CAUSEWAY INTERNATIONAL VALUE INSTL 106512 129322 SPDR S&P 500 ETF TRUST UNIT SER I S&P 96079 301347 PZENA EMERGING MRKTS FOCUSED VAL INSTL 67310 83643 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 80565 76058 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 91200 78114 DFA US LARGE CAP VALUE PRTF INSTL 93449 116678 GMO RESOURCES SERIES FUND CL PS 62339 72080 VANGUARD TOTAL STOCK MARKET INDEX 276300 431067 AMERICAN BEACON AHL MNGD FUTURES STRAT Y 46817 43162 GMO ALTERNATIVE ALLOCATION FD I 58450 55855 GOLDMAN SACHS GQG PARTNERS INTL OPP I 92900 108256 NUANCE CONCENTRATED VAL LG SHT INSTIT CL 61350 51575 KOPERNIK GLOBAL ALL CAP FUND INSTL 94550 69559 WILLIAM BLAIR INTERNAT'L GROWTH I 97300 107404 AMERICAN CENTY ETF TR AVANTIS US 55850 62591 ETF SER SOLUTIONS DISTILLATE US 67368 72525 LEGAL FEES 175 0 0 MISCELLANEOUS EXPENSES 154 0 0 INVESTMENT FEES 8482 8482 0 FOREIGN TAXES PAID 1378 1378 0 FEDERAL TAXES 173 0 0