2026-05-13T14:03:25-05:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2025-01-01 351970752 THE HUMKE FOUNDATION INC HUMK 3178769756 4 WEE BURN LANE PINEHURST NC 28374 STEVEN K HUMKE PRESIDENT 3175906760 2026-05-13 1 BRIAN W SCHMIDT P00045152 3175802000 2026-05-11 2025 2025-03-06 01:10:19Z X 8109331 X 3390730 175629 162204 141995 2418822 141995 3708354 304199 0 0 0 222 0 222 4275 0 4275 15686 15686 0 6909 2230 0 27092 17916 4497 182000 182000 209092 17916 186497 3499262 286283 3319 24505 24505 190009 501747 504747 292993 707146 707586 1942670 4114816 5771639 439251 988758 1005993 24586 60235 94861 2892828 6397207 8109331 464 464 464 464 X 0 0 0 0 2892364 6396743 2892364 6396743 2892828 6397207 2892364 3499262 5117 6396743 0 6396743 PUBLICLY TRADED SECURITIES 2025-01-01 2025-12-31 2394015 2276827 117188 117188 CAPITAL GAINS DIVIDENDS P 24807 24807 24807 141995 3979 0 3979 0 3979 3200 0 0 0 3200 0 779 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 4543381 263528 0 4806909 0 0 4806909 72104 4734805 236740 236740 3979 3979 232761 0 232761 0 232761 186497 0 186497 232761 141167 0 0 186497 141167 0 0 45330 0 0 0 0 0 0 0 0 187431 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 150000 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 2000 MOORE COALITION FOR HUMAN CARE 1500 W INDIANA AVE SOUTHERN PINES NC 28387 N/A PC TO ALLEVIATE HUNGER AND EASE FINANCIAL STRAIN FOR STRUGGLING HOUSEHOLDS. 5000 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 N/A PC TO BUILD HOMES, COMMUNITIES, AND HOPE 25000 182000 0 14 175629 18 141995 0 317624 0 317624 0 0 0 0 0 0 0 0 0 0 X X 1 CAROLYN J HUMKE CHARITABLE REMAINDER UNITRUST 4 WEE BURN LANE PINEHURST NC 28374 3349590 X 2 STEVE K HUMKE 4 WEE BURN LANE PINEHURST NC 28374 41140 X ACCOUNTING FEES 4275 0 4275 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 CALAMOS MARKET NEUTRAL INCOME CL I (CMNIX) 117554 126369 CARILLON REAMS UNCONSTRAINED BOND I (SUBFX) 110931 114136 DIAMOND HILL SHORT DURAT SEC BOND I (DHEIX) 66571 67420 FEDERATED HERMES INSTL HIGH YLD BD IS (FIHBX) 48363 51078 ISHARES TR 10-20 YR TRS ETF (TLH) 66664 67611 ISHARES TR ISHS 1-5YR INVS (IGSB) 51849 51294 JPMORGAN MORTGAGE BACKED SEC CLASS I (OMBIX) 232206 231455 STONE RIDGE HIGH YLD REINSRNCE RSK PREM I (SHRIX) 77880 75263 VANGUARD EMERGING MRKTS BOND ADMIRAL (VEGBX) 51826 52801 THE AMBASSADOR FUND INSTL (EMPIX) 37700 36697 JANUS DETROIT STR TR HENDERSON MTG (JMBS) 50625 51675 NYLI MACKAY CONVERTIBLE CL I(MCNVX) 76589 80194 ABBVIE INC COM USD0.01(ABBV) 39062 74945 AIR PRODUCTS AND CHEMICALS INC(APD) 16618 25196 AMERICAN ELEC PWR CO INC COM (AEP) 49168 64574 ANALOG DEVICES INC COM USD0.16 2/3 21820 62918 APPLE INC (AAPL) 9326 57634 ASTRAZENECA ADR REP 0.5 ORD (AZN) 43508 59295 BANK AMERICA CORP COM (BAC) 36979 66990 BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL (BIMBX) 77967 78466 BRISTOL-MYERS SQUIBB CO COM (BMY) 44433 52052 CHEVRON CORP NEW COM (CVX) 52829 64927 CISCO SYSTEMS INC (CSCO) 33748 58543 CITIZENS FINL GROUP INC COM (CFG) 30056 67464 EATON CORPORATION PLC (ETN) 13635 59880 ENBRIDGE INC COM ISIN #CA29250N1050 52183 75524 EOG RESOURCES INC (EOG) 23787 19322 EXXON MOBIL CORP (XOM) 49978 94467 FIDELITY ADVISOR REAL ESTATE INCOME Z (FIKMX) 57722 58513 FIDELITY INTERNATL INDEX FUND (FSPSX) 254226 323147 FIFTH THIRD BANCORP (FITB) 13720 25417 GATX CORP COM STK USD0.625 (GATX) 12513 31037 GENTEX CORP (GNTX) 42271 42933 HANOVER INSURANCE GROUP INC(THG) 17316 27598 HOME DEPOT INC (HD) 29229 27528 INGREDION INC COM USD0.01(INGR) 31548 35835 INTERNATIONAL BUS MACH CORP COM 36835 67832 ISHARES CORE S&P 500 ETF (IVV) 73869 188359 ISHARES CORE S&P MID-CAP ETF (IJH) 168299 293040 ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) 102050 182134 JOHNSON &JOHNSON COM USD1.00(JNJ) 47685 72639 JPMORGAN CHASE & CO (JPM) 36662 71211 LOCKHEED MARTIN CORP COM USD1.00 43510 67230 MEDTRONIC PLC (MDT) 27199 32180 MERCK &CO. INC COM (MRK) 36091 68735 MICROSOFT CORP (MSFT) 21043 64805 NEXSTAR MEDIA GROUP INC COMMON 30216 37361 NISOURCE INC COM USD0.01(NI) 40267 70157 PEPSICO INC (PEP) 55682 48797 PFIZER INC (PFE) 46427 35358 PRICE T ROWE GROUPS COM USD0.20 38716 35628 PRINCIPAL FINANCIAL GROUP INC COM 36971 66158 PROCTER AND GAMBLE CO COM (PG) 41167 36831 PRUDENTIAL FINANCIAL INC(PRU) 37590 41540 PZENA EMERGING MRKTS FOCUSED VAL INSTL (PZIEX) 124812 166652 QUALCOMM INC (QCOM) 19561 48578 RIO TINTO ADR EACH REP 1 ORD(RIO) 39833 44417 SOUTHERN CO (SO) 21175 35316 SPDR SERIES TRUST S&P 600 SMCP VAL (SLYV) 153273 258810 STANLEY BLACK & DECKER INC (SWK) 57673 36991 STONERIDGE ALTERNTV LENDING RISK PREM I (LENDX) 52268 51696 SYSCO CORP (SYY) 23518 39572 TARGET CORP (TGT) 16772 22971 TE CONNECTIVITY LTD COM CHF0.57 (TEL) 27149 54147 THE CIGNA GROUP COM (CI) 23279 31376 TRAVELERS COMPANIES INC COM STK NPV 29448 64103 UNION PAC CORP COM (UNP) 29810 31922 US BANCORP (USB) 54470 63605 VANGUARD COMMODITY STRATEGY FD ADMIRAL (VCMDX) 46548 42813 VERIZON COMMUNICATIONS INC (VZ) 60674 59629 WALMART INC COM (WMT) 10815 41556 WILLIAMS-SONOMA INC (WSM) 3060 21609 COHEN & STEERS INSSTL REALTY SHARES (CSRIX) 96971 97126 CORNING INC (GLW) 9307 21190 EASTMAN CHEM CO COM 21303 16277 STARBUCKS CORP COM USD0.001(SBUX) 24417 21895 OBERWEIS SMALL CAP OPPORTUNITIES INSTL (OBSIX) 98764 112029 ENTERGY CORP (ETR) 45570 76624 ARTISAN INTL VALUE FUND ADVISOR 382000 372037 JPMORGAN HEDGED EQUITY CLASS 56527 59325 JANUS HENDERSON ENTERPRISES 83000 82567 ISHARES CORE S&P SMALL-CAP 91095 140611 SCHWAB INTERNATIONAL EQUITY ETF 154518 250016 JANUS DETROIT STR TR HENDERSON AAA (JAAA) 26911 26858 ACCENTURE PLC 22136 23879 BLACKROCK INC COM 19265 21407 BROADCOM INC COM 78315 122866 CATERPILLAR INC COM 19565 33226 COCA-COCA CO 40658 43134 OMNICOM GROUP INC COM 26721 41667 UNITEDHEALTH GROUP INC 17530 19146 WELLS FARGO CO NEW COM 32184 39796 707146 707586 0 0 LEGAL FEES 222 0 222 OMEGA HEALTHCARE INVS INC 22477 54808 89434 ACCRUED INTEREST 2109 5427 5427 COST BASIS ADJUSTMENT 5117 INVESTMENT FEES 15686 15686 0 FOREIGN TAXES PAID 2230 2230 0 FEDERAL EXCISE TAX ESIMTATES 3200 0 0 FEDERAL EXCISE TAX DUE ON PY RETURN 1479 0 0