2025-05-05T13:32:58-05:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2024-01-01 351970752 THE HUMKE FOUNDATION INC HUMK 3178769756 4 WEE BURN LANE PINEHURST NC 28374 CAROLYN HUMKE PRESIDENT 3175906760 2025-04-28 1 1 BRIAN W SCHMIDT P00045152 3175802000 2025-04-28 2024 2025-03-06 01:10:19Z X 3289016 X 0 X 109256 109256 125691 710334 125691 234947 234947 0 0 0 4150 0 4150 11681 11681 0 1854 1789 0 17685 13470 4150 171000 171000 188685 13470 175150 46262 221477 4566 3319 3319 116254 190009 19009 2109 1653 2109 2109 287368 292993 286797 2040391 1942670 2505287 359603 439251 438922 37288 22477 33573 2847123 2892828 3289016 1021 464 1021 464 X 0 0 0 0 2846102 2892364 2846102 2892364 2847123 2892828 2846102 46262 0 2892364 0 2892364 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 693212 584643 108569 108569 CAPITAL GAINS DIVIDENDS P 17122 17122 17122 125691 3079 0 3079 0 3079 1600 0 0 0 1600 0 1479 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A STEVEN K HUMKE 3172362394 4 WEE BURN LANE PINEHURST NC 28374 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN K HUMKE 4 WEE BURN LANE PINEHURST NC 28374 PRESIDENT AND TREASURER 0.10 0 0 0 RACHAEL E HUMKE 1100 N PRIEST DR APT NO 2080 CHANDLER AZ 85226 VP AND SECRETARY 0.10 0 0 0 DYLAN LOHR 1100 N PRIEST DR APT NO 2080 CHANDLER AZ 85226 BOARD MEMBER 0.10 0 0 0 LORI SENFTEN 235 3RD AVENUE NE CARMEL IN 46032 BOARD MEMBER 0.10 0 0 0 NONE 0 NONE 0 0 3316559 135653 0 3452212 0 0 3452212 51783 3400429 170021 170021 3079 3079 166942 0 166942 0 166942 175150 0 175150 166942 149375 0 0 175150 149375 0 0 25775 0 0 0 0 0 0 0 0 141167 0 0 0 X DUKE UNIVERSITY 324 BLACKWELL ST WASHIN BLDG NO 850 DURHAM NC 27701 N/A PC TO PROVIDE A SUPERIOR LIBERAL EDUCATION, TO PREPARE FUTURE MEMBERS OF LEARNED PROFESSIONS, TO ADVANCE THE FRONTIERS OF KNOWLEDGE, AND TO HELP THOSE WHO SUFFER, CURE DISEASE, AND PROMOTE HEALTH 140000 FIRST TEE CHAPTER OF THE SANDHILLS 15 DAWN RD SUITE 1 PO BOX 3791 PINEHURST NC 28374 N/A PC TO PROMOTE THE SPORT OF GOLF 4000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 221721776 N/A PC TO ASSIST THE U.S. MARINE CORPS IN PROVIDING NEW TOYS TO ECONOMICALLY DISADVANTAGED CHILDREN AT CHRISTMAS 2000 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 N/A PC TO BUILD HOMES, COMMUNITIES, AND HOPE 25000 171000 0 14 109256 18 125691 0 234947 0 234947 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4150 0 4150 ELECTION TO AVOID THE "ADDITIONAL" EXCISE TAX FOR FAILURE TO DISTRIBUTE INCOME THE HUMKE FOUNDATION, INC. EIN: 35-1970752 6710 OLD HUNT CLUB ROADZIONSVILLE, IN 46077 FORM 990-PF, TAX YEAR ENDING 12/31/2018 PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2015 IN THE AMOUNT OF $3,374. THE HUMKE FOUNDATION, INC.BY:________________________________TITLE: FOUNDATION MANAGER ALLSPRING SHORT TERM HIGH INCOME INSTL (STYIX) 24384 23987 CALAMOS MARKET NEUTRAL INCOME CL I (CMNIX) 47553 53389 CARILLON REAMS UNCONSTRAINED BOND I (SUBFX) 61300 63417 DIAMOND HILL SHORT DURAT SEC BOND I (DHEIX) 30696 30406 FEDERATED HERMES INSTL HIGH YLD BD IS (FIHBX) 23488 20728 ISHARES TR 10-20 YR TRS ETF (TLH) 25074 24885 ISHARES TR ISHS 1-5YR INVS (IGSB) 21834 20939 JPMORGAN MORTGAGE BACKED SEC CLASS I (OMBIX) 81700 78598 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I (SHRIX) 31852 31313 VANGUARD EMERGING MRKTS BOND ADMIRAL (VEGBX) 23752 20977 THE AMBASSADOR FUND INSTL (EMPIX) 17500 17093 JANUS DETROIT STR TR HENDERSON MTG (JMBS) 20829 20544 NYLI MACKAY CONVERTIBLE CL I(MCNVX) 29289 32646 ABBVIE INC COM USD0.01(ABBV) 19158 29676 AIR PRODUCTS AND CHEMICALS INC(APD) 13327 23493 AMERICAN ELEC PWR CO INC COM (AEP) 25667 27485 ANALOG DEVICES INC COM USD0.16 2/3 13056 27830 APPLE INC (AAPL) 7045 40318 ASTRAZENECA ADR REP 0.5 ORD (AZN) 20248 20246 BANK AMERICA CORP COM (BAC) 19598 28392 BAXTER INTERNATIONAL INC COM USD1.00 13683 10498 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL (BIMBX) 33462 33349 BRISTOL-MYERS SQUIBB CO COM (BMY) 22640 27997 CHEVRON CORP NEW COM (CVX) 23906 30416 CISCO SYSTEMS INC (CSCO) 18034 24154 CITIZENS FINL GROUP INC COM (CFG) 15845 31945 DIAMOND HILL LONG/SHRT FUND CL I (DHLSX) 23980 24955 EATON CORPORATION PLC (ETN) 10180 44802 ENBRIDGE INC COM ISIN #CA29250N1050 22754 30719 EOG RESOURCES INC (EOG) 12940 12258 EXXON MOBIL CORP (XOM) 23125 40877 FEDERATED HERMES INTL EQ CL IS (PIUIX) 153078 137321 FIDELITY ADVISOR REAL ESTATE INCOME Z (FIKMX) 24122 24869 FIDELITY INTERNATL INDEX FUND (FSPSX) 213392 220050 FIFTH THIRD BANCORP (FITB) 7277 12177 GATX CORP COM STK USD0.625 (GATX) 11671 26188 GENTEX CORP (GNTX) 22920 28730 HANOVER INSURANCE GROUP INC(THG) 9702 13146 HOME DEPOT INC (HD) 15711 16727 INGREDION INC COM USD0.01(INGR) 17010 24073 INTERNATIONAL BUS MACH CORP COM 18791 29018 INTERPUBLIC GROUP COS INC COM USD0.10 14315 22276 ISHARES CORE S&P 500 ETF (IVV) 36143 77706 ISHARES CORE S&P MID-CAP ETF (IJH) 80071 132720 ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) 68742 114299 JOHNSON &JOHNSON COM USD1.00(JNJ) 22904 24585 JPMORGAN CHASE & CO (JPM) 15298 23971 LOCKHEED MARTIN CORP COM USD1.00 23359 35960 MEDTRONIC PLC (MDT) 14695 14458 MERCK &CO. INC COM (MRK) 17274 33127 MICROSOFT CORP (MSFT) 7227 32456 NEXSTAR MEDIA GROUP INC COMMON 16115 15481 NISOURCE INC COM USD0.01(NI) 19652 31246 PEPSICO INC (PEP) 22517 20680 PFIZER INC (PFE) 23641 18438 POLARIS INC COM (PII) 12587 7606 PRICE T ROWE GROUPS COM USD0.20 26282 26350 PRINCIPAL FINANCIAL GROUP INC COM 17870 28642 PROCTER AND GAMBLE CO COM (PG) 11879 12574 PRUDENTIAL FINANCIAL INC(PRU) 18929 21335 PZENA EMERGING MRKTS FOCUSED VAL INSTL (PZIEX) 62365 64879 QUALCOMM INC (QCOM) 15498 38098 RIO TINTO ADR EACH REP 1 ORD(RIO) 21559 17643 SMUCKER J M CO COM NEW (SJM) 21903 22795 SOUTHERN CO (SO) 10718 16876 SPDR SERIES TRUST S&P 600 SMCP VAL (SLYV) 105337 147889 STANLEY BLACK & DECKER INC (SWK) 27569 14854 STONERIDGE ALTERNTV LENDING RISK PREM I (LENDX) 22914 21762 SYSCO CORP (SYY) 11279 20262 TARGET CORP (TGT) 9286 17573 TE CONNECTIVITY LTD COM CHF0.57 (TEL) 18391 25735 THE CIGNA GROUP COM (CI) 11231 15188 TRAVELERS COMPANIES INC COM STK NPV 17360 30111 UNION PAC CORP COM (UNP) 14846 15735 US BANCORP (USB) 27864 28937 VANGUARD COMMODITY STRATEGY FD ADMIRAL (VCMDX) 20006 17564 VERIZON COMMUNICATIONS INC (VZ) 26504 25714 WALMART INC COM (WMT) 5908 18251 WILLIAMS-SONOMA INC (WSM) 1706 12037 COHEN & STEERS INSSTL REALTY SHARES (CSRIX) 24103 25042 CORNING INC (GLW) 9230 11405 EASTMAN CHEM CO COM 14580 12693 STARBUCKS CORP COM USD0.001(SBUX) 19715 18889 OBERWEIS SMALL CAP OPPORTUNITIES INSTL (OBSIX) 98764 97740 ENTERGY CORP (ETR) 22212 31996 292993 286797 0 0 DIGITAL RLTY TR IN COM 9628 0 0 OMEGA HEALTHCARE INVS INC 27660 22477 33573 INVESTMENT FEES 11681 11681 0 FOREIGN TAXES PAID 1789 1789 0 ENTITY-LEVEL TAXES 65 0 0