2024-11-15T18:39:23-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC 202 WEST BERRY STREET SUITE 600 FORT WAYNE IN 46802 990PF 2023-01-01 871143126 SUMMIT LEGACY FOUNDATION INC SUMM 2604832519 6714 POINTE INVERNESS WAY STE 200 FORT WAYNE IN 46804 JOEL HARTER PRESIDENT 2604832519 2024-11-13 1 1 STEVEN A WARNER P00369624 2604968297 2024-11-13 2023 2024-10-15 13:58:12Z X 10791825 X 0 X 10577 446 244542 244542 409774 1289655 95730 4 4 664897 340718 0 0 0 18570 0 18570 6825 6825 0 30911 0 0 732 0 0 57038 6825 18570 462402 462402 519440 6825 480972 145457 333893 0 396967 54453 54453 9674046 8609631 8609631 0 92800 92800 648132 1188971 1281967 303275 740926 752974 11022420 10686781 10791825 0 0 X 0 0 0 0 11022420 10686781 11022420 10686781 11022420 10686781 11022420 145457 0 11167877 481096 10686781 PUBLICLY TRADED SECURITIES 268135 296563 -28428 -28428 REDEMPTION OF SUMMIT OUTDOORS INTEREST D 2021-07-01 2021-07-01 100282 79990 20292 20292 REDEMPTION OF PRO PRODUCTS D 2021-07-01 2021-07-01 119565 26470 93095 93095 CAPITAL GAINS DIVIDENDS P 10771 10771 10771 95730 4641 0 4641 0 4641 2000 0 4500 0 6500 0 1859 1859 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IN 1 0 0 0 0 1 N/A JOEL HARTER 2603999711 6714 POINTE INVERNESS WAY STE 200 FORT WAYNE IN 46804 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOEL HARTER 6714 POINTE INVERNESS WAY SUITE 200 FORT WAYNE IN 46804 DIRECTOR 1.00 0 0 0 JEREMY SENK 301 W JEFFERSON BOULEVARD SUITE 200 FORT WAYNE IN 46802 DIRECTOR 1.00 0 0 0 JEANNE LONGSWORTH 7030 POINTE INVERNESS WAY SUITE 330 FORT WAYNE IN 46804 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1799565 113826 8609631 10523022 0 0 10523022 157845 10365177 518259 518259 4641 65739 70380 447879 0 447879 0 447879 480972 0 480972 447879 460002 0 0 480972 460002 0 0 20970 0 0 0 0 0 0 0 0 426909 0 0 0 X COMMUNITY FOUNDATION OF GREATER FORT WAYNE 555 E WAYNE STREET FORT WAYNE IN 46802 N/A PC TO SUPPORT THE COMMUNITY FOUNDATION IN THEIR GOAL OF IMPROVING THE LIVES OF EVERYONE IN THE FORT WAYNE AREA. 460002 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 N/A PC TO SUPPORT THE AMERICAN CANCER SOCIETY IN THEIR MISSION TO IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT, TO ENSURE EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER. 1000 HOMESTEAD HOCKEY CLUB 4310 HOMESTEAD ROAD FORT WAYNE IN 46814 N/A GOV TO SUPPORT THE TEAM WITH COSTS ASSOCIATED WITH TRAVEL, GAMES, AND EQUIPMENT. 1400 462402 0 14 10577 14 244542 901101 314044 18 95730 900099 4 314048 350849 0 664897 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13530 0 13530 LEGAL FEES 5040 0 5040 REDEMPTION OF AMERICAN HYDRO STOCK 2023-07 DONATED 2023-07 AMERICAN HYDRO INC 48124 20626 COST 0 27498 REDEMPTION OF IRON OUT INTEREST 2023-07 DONATED 2023-07 IRON OUT INC 742778 456232 COST 0 286546 990-PF, PART VI-B, LINE 1A(3) AND LINE 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE JOEL HARTER IS A FAMILY MEMBER OF A SUBSTANTIAL CONTRIBUTOR AND THEREFORE A DISQUALIFIED PERSON. HE PROVIDES "SERVICE" TO THE FOUNDATION BY SERVING ON ITS BOARD AND KEEPING ITS BOOKS. LINE 1B IS ANSWERED "NO" BECAUSE HE IS NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTION DESCRIBED IN REGULATIONS SEC. 53.4941(D)-3. VANGUARD SHORT TERM COR 81781 81703 T. ROWE PRICE ULTRA SHOR 80991 81469 VANGUARD ITM-TERM 81220 81565 VANGUARD SHORT TERM 218134 220021 INVESCO CORE BOND Y 201350 206138 DIAMOND HILL CORE BOND I 77450 82078 SCHWAB EMERGING MARKETS 2337 2405 AQR DIVERSIFIED ARBITRAG 37867 37837 JPMORGAN HEDGED EQUITY A 18751 20036 SCHWAB FDMTL EMERG MKTS 18569 19413 SCHWAB FUNDAMENTAL GLOBA 20559 19930 SCHWAB INTERNATIONAL IND 106952 110793 SCHWAB S&P 500 INDEX 271197 311381 FMI COMMON STOCK INVESTO 59500 68052 GQG PARTNERS INTL QLTY D 66407 71488 SCHWAB LARGE-CAP GROWTH 156664 190185 VANGUARD INTERNATIONAL G 62705 61854 VANGUARD WINDSOR ADMIRAL 242467 236247 DOUBLELINE MORTGAGE ETF 61936 66069 VANGUARD INTERNATNL HGH 4860 4920 SCHWAB TOTAL STOCK MARKE 36850 39848 VANGUARD EMERG MKTS SEL 21350 21509 92800 92800 0 0 ADJUSTMENT FOR GAIN ON RETURN NOT ON BOOKS 481096 MISCELLANEOUS EXPENSE 732 0 0 INVESTMENT ADVISOR FEES 6825 6825 0 JOEL HARTER DIRECTOR DIRECTOR 8143578 6327033 2021-07 2031-07 10 YEARS 2.070000000000 INSTALLMENT SALE OF IRON OUT STOCK 8143578 JOEL HARTER DIRECTOR DIRECTOR 1099460 854209 2021-07 2031-07 10 YEARS 2.070000000000 INSTALLMENT SALE OF SUMMIT OUTDOORS STOCK 1099460 JOEL HARTER DIRECTOR DIRECTOR 1838491 1428389 2021-07 2031-07 10 YEARS 2.070000000000 INSTALLMENT SALE OF PRO PRODUCTS STOCK 1838491 FEDERAL TAXES 5970 0 0 STATE INCOME TAXES 24941 0 0