2021-11-15T11:19:46-06:00 2020-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2020-01-01 351970752 THE HUMKE FOUNDATION INC HUMK 3178769756 6710 OLD HUNT CLUB ROAD ZIONSVILLE IN 46077 CAROLYN HUMKE PRESIDENT 3172362394 2021-11-09 1 CAROLYN HUMKE 999009999 JEFFREY J WARNER P00621488 3175802000 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3311274 X 500 X 79478 79478 11446 620562 11446 91424 90924 0 0 0 263 0 0 3855 0 0 10244 10244 0 1990 1393 0 2408 0 0 18760 11637 0 160000 160000 178760 11637 160000 -87336 79287 11779 7564 7564 109353 56591 56591 77 111 77 77 194094 345791 352991 2204441 2129878 2540745 328702 275592 304029 89970 35665 49277 2938450 2851158 3311274 719 763 719 763 X 0 0 0 0 2937731 2850395 2937731 2850395 2938450 2851158 2937731 -87336 0 2850395 0 2850395 PUBLICLY TRADED SECURITIES 2020-01-01 2020-12-31 26266 25527 739 739 PUBLICLY TRADED SECURITIES 2019-01-01 2020-12-31 590617 583589 7028 7028 CAPITAL GAINS DIVIDENDS P 3679 3679 3679 11446 1102 0 1102 0 1102 1403 0 0 0 1403 0 301 301 0 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 6710 OLD HUNT CLUB ROAD ZIONSVILLE IN 46077 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN K HUMKE 6710 OLD HUNT CLUB ROAD ZIONSVILLE IN 46077 PRESIDENT AND TREASURER 0.10 0 0 0 RACHAEL E HUMKE 2340 BENNET SPRINGS DR COLUMBIA MO 65201 VP AND SECRETARY 0.10 0 0 0 KRISTINE J BOUAICHI 11728 SWEEPING RIDGE DRIVE ZIONSVILLE IN 46077 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 2807660 108854 49276 2965790 0 0 2965790 44487 2921303 146065 146065 1102 1102 144963 0 144963 0 144963 160000 0 160000 0 160000 144963 147221 0 0 160000 147221 0 0 12779 0 0 0 0 0 0 0 0 132184 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 105000 INDIANA GOLF FOUNDATION INC PO BOX 516 FRANKLIN IN 46131 N/A PC TO PROMOTE THE SPORT OF GOLF 4000 ESKENAZI HEALTH FOUNDATION 720 ESKENAZI AVE FIFTH THIRD BANK BUILDING INDIANAPOLIS IN 46202 N/A PC FOR LEADERSHIP, GUIDANCE AND PHILANTHROPIC RESOURCES AT ESKENAZI HEALTH 50000 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 1000 160000 0 14 79478 18 11446 0 90924 0 90924 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3855 0 0 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 ARIZONA ST PWR AUTH PWR RES REV REV BDS 25088 26327 CARILLON REAMS UNCONSTRAINED BOND I 57262 63327 JPMORGAN MORTGAGE BACKED SEC CLASS I 37000 38956 MAINSTAY MACKAY COCNVERTIBLE CL I 34800 50272 STONE RIDGE HIGH YLD REINSRNCE RSK REM I 48452 47258 TEXAS A &M UNIV REV REV FING SYS BDS 24010 26856 TUSCON ARIZ WTR REV REF BDS SER. B 24596 25917 WELLS FARGO SHT TERM HIGH YLD BD I 24384 25116 3M COMPANY 30624 22722 ABBVIE INC COM USD0.01 26959 25179 AIR PRODUCTS & CHEM 25605 42348 APPLE INC COM USD0.00001 25379 76959 AT&T INC COM USD1 28952 25883 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL 29400 29225 BRISTOL-MYERS SQUIBB CO COM USD0.10 31655 42491 CALAMOS MARKET NEUTRAL INCOME CL I 44679 47053 CHEVRON CORP NEW COM 29366 21535 CISCO SYS INC COM 31603 31996 CITIZENS FINL GROUP INC COM 21378 35224 CVS HEALTH CORPORATION COM 16984 18441 DBX ETF TR XTRACK MSCI EAFE 22202 24199 DIAMOND HILL LONG/SHORT FUND CL I 44613 45151 EATON CORP PLC COM 24885 39646 ENBRIDGE INC COM ISIN #CA29250N1050 32341 32918 EXXON MOBIL CORP 30609 18137 FEDERATED INL EQUITY FD CL IS 110933 134455 FIDELITY ADVISORY REAL ESTATE INCOME Z 27917 28288 FIDELITY TOTAL INTL INDEX FUND 72500 77261 FOOT LOCKER INC COM USD0.01 16192 16783 GATX CORP COM STK USD0.625 30386 36599 GENTEX CORP COM 29796 44109 HANOVER INS GROUP INC COM 13126 13446 INGREDION INC COM USD0.01 23694 18881 INTEL CORP COM USD0.001 13470 13950 INTERNATIONAL BUS MACH CORP COM 27211 22658 INTERPUBLIC GROUP COS INC COM USD0.10 33300 38455 ISHARES CORE S&P SMALL-CAP E 102200 119930 ISHARES S&P 500 56132 76955 ISHARES S&P MIDCAP 400 GROWTH 71760 94753 ISHARES S&P MIDCAP 400 INDEX FUND ETF 133152 162490 ISHARES TR ISHS 1-5YR INVS 28034 28688 ISHARES TR MSCI ACWI EX US 93763 99715 JOHNSON& JOHNSON COM USD1.00 23227 28328 KEYCORP NEW COM 37032 30851 LEVI STRAUSS&CO NEW CL A COM STK 16313 16666 LOCKEED MARTIN CORP COM USD1.0 29518 32658 MAXIM INTEGRATED PRODUCTS COM 37052 52304 MERCK & CO INC NEW COM 20699 31084 MICROSOFT CORP 26281 62278 PFIZER INC 32486 35154 POLARIS INC COM 37930 32872 PRICE T ROWE GROUPS COM USD0.20 27707 37091 PRINCIPAL FINANCIAL GROUP 42502 38200 PRUDENTIAL FINL INC 40927 30057 QUALCOMM INC 23434 57128 SMUCKER J M CO COM NEW 30910 33524 SOUTHERN CO 13071 15358 SPDR SERIES TRUST S&P 600 SMCP VAL 48844 66190 STANLEY BLACK & DECKER INC COM 29290 33391 SYSCO CORP 19096 29333 TARGET CORP COM 15357 37954 TE CONNECTIVITY LTD REG SHS 40357 47823 TRAVELERS COMPANIES INC COM STK NPV 23610 23863 US BANCORP DEL COM NEW 32196 27954 VANGUARD EMERG MKTS SELECT STOCK INVSTR 22338 27946 VERIZON COMMUNICATIONS 27839 33488 VIATRIS INC COM 1820 2211 WALGREENS BOOTS ALLIANCE INC COM 15786 9771 WALMART INC COM 14038 23064 WILLIAMS SONOMA INC COM 19418 37681 345791 352991 0 0 LEGAL FEES 263 0 0 DIGITAL RLTY TR IN COM 11783 11783 16044 OMEGA HEALTHCARE INVS INC 27092 23882 33233 VANGUARD REAL ESTATE ETF 11869 SIMON PPTY GRP INC 39226 MISCELLANEOUS 2408 0 0 INVESTMENT FEES 10244 10244 0 FOREIGN TAXES PAID 1393 1393 0 ENTITY-LEVEL TAXES 597 0 0