2025-11-17T09:33:57-06:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC 202 WEST BERRY STREET SUITE 600 FORT WAYNE IN 46802 990PF 2024-01-01 871143126 SUMMIT LEGACY FOUNDATION INC SUMM 2604832519 6714 POINTE INVERNESS WAY STE 200 FORT WAYNE IN 46804 JOEL HARTER PRESIDENT 2604832519 2025-11-12 1 1 STEVEN A WARNER P00369624 2604968297 2025-11-12 2024 2025-03-06 01:10:19Z X 10741706 X 0 X 168265 168265 85074 85074 480192 1305547 159585 718 718 734249 412924 0 0 0 5280 0 5280 33283 9470 23813 100055 0 0 138618 9470 29093 350500 350500 489118 9470 379593 245131 403454 54453 8609631 7561444 7561444 92800 0 0 1188971 1803475 2055883 740926 1120133 1124379 10686781 10485052 10741706 0 5819 0 5819 X 0 0 0 0 10686781 10479233 10686781 10479233 10686781 10485052 10686781 245131 0 10931912 452679 10479233 PUBLICLY TRADED SECURITIES 242545 229847 12698 12698 INSTALLMENT FOR REDEMPTION OF SUMMIT OUTDOORS INTEREST D 2021-07-01 2021-07-01 102378 81662 20716 20716 INSTALLMENT FOR REDEMPTION OF PRO PRODUCTS D 2021-07-01 2021-07-01 122063 27023 95040 95040 CAPITAL GAINS DIVIDENDS P 31131 31131 31131 159585 5608 0 5608 0 5608 5500 0 1800 0 7300 41 1651 1651 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 1 2023 1 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 2866311 28437 7550083 10444831 0 0 10444831 156672 10288159 514408 514408 5608 67117 72725 441683 0 441683 0 441683 379593 0 379593 441683 426909 0 0 379593 379593 0 0 0 0 0 0 0 0 0 0 47316 441683 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. 255000 LAKEWOOD PARK CHRISTIAN SCHOOL 5555 CO RD 29 AUBURN IN 46706 N/A GOV TO SUPPORT THE CONTINUANCE OF EDUCATION TO THE YOUTH WITH BASIC SUPPLIES. 2500 WITMER LAKE OWNERS ASSOCIATION S 200 EAST WOLCOTVILLE IN 46795 N/A PC TO PROMOTE AND ENFORCE SAFETY AMONG SHROELINES AND EDUCATE PROPERTY OWNERS ON THE BEST PRACTICES TO MAINTAIN THESE CONDITIONS. 5000 WORLD BASEBALL ACADEMY 1701 FREEMAN STREET FORT WAYNE IN 46802 N/A PC TO PROMOTE AND EDUCATE THE YOUTH ON THE GAME OF BASEBALL, AS WELL AS GIVE THEM A SAFE PLACE TO PRACTICE AND IMPROVE THEIR SKILLS. 2500 BOYS & GIRLS CLUB OF NORTHEAST INDIANA 2609 FAIRFIELD AVENUE FORT WAYNE IN 46807 N/A PC TO SUPPORT THE GREAT FUTURES GALA EVENT FOR THE YOUTH OF FORT WAYNE. 2500 FORT WAYNE AMATEUR HOCKEY ASSOCIATION PO BOX 13122 FORT WAYNE IN 46867 N/A PC TO SUPPORT THE LOCAL YOUTH IN CONTINUING THEIR JOURNEY IN HOCKEY. 2500 UNITED WAY OF ALLEN COUNTY 347 W BERRY STREET SUITE 300 FORT WAYNE IN 46802 N/A PC TO BRING POSIVE CHANGE WITHIN ALLEN COUNTY AND IMPROVE THE LIVES IN THEIR COMMUNITY. 2500 FORT WAYNE TRAILS 300 E MAIN STREET FORT WAYNE IN 46802 N/A PC TO ADVOCATE FOR A SAFE, ACCESSIBLE TRAIL SYSTEM THAT IMRPOVES THE QUALIFY OF LIFE IN THE FORT WAYNE AREA. 25000 BRIDGE OF GRACE MINISTRIES 909 ELMROW DRIVE FORT WAYNE IN 46806 N/A PC TO HELP PROVIDE HOPE TO SOUTHEAST FORT WAYNE RESIDENTS THROUGH HOUSING, OPPORTUNITY, PROGRESS, AND EDUCATION. 25000 HEMPHILL SMITH ART FOUNDATION 1114 WEST WAYNE STREET FORT WAYNE IN 46802 N/A PC TO HELP CONTINUE THE ARTISTIC MOMENTUM IN THE FORT WAYNE AREA. 25000 INDIANA NATURAL RESOURCES FOUNDATION 402 W WASHINGTON ST W256 INDIANAPOLIS IN 46204 N/A GOV TO CELEBRATION AND PRESERVE INDIANA'S NATURAL LEGACY BY SUPPORTING DEPART OF NATURAL RESOURCES AND ITS PROGRAMS. 2500 THIRTEEN STEP HOUSE INC 1317 W WASHINGTON BLVD FORT WAYNE IN 46802 N/A PC TO PROVIDE A SAFE AND SECURE LIVING ENVIRONMENT TO ALLOW ALCOHOLICS AND ADDICTS AN OPPORTUNITY TO RECOVER. 500 350500 0 14 168265 14 85074 901101 320607 18 159585 900099 718 321325 412924 0 734249 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5280 0 5280 REDEMPTION OF AMERICAN HYDRO STOCK 2024-07 DONATED 2024-07 49130 21057 COST 0 28073 REDEMPTION OF IRON OUT INTEREST 2024-07 DONATED 2024-07 758300 465766 COST 0 292534 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 119401 120291 T. ROWE PRICE ULTRA SHOR 120691 122152 VANGUARD ITM-TERM 124548 122728 VANGUARD SHORT TERM 354200 355247 INVESCO CORE BOND Y 282193 281815 DIAMOND HILL CORE BOND I 119100 122146 SCHWAB EMERGING MARKETS 12938 13927 AQR DIVERSIFIED ARBITRAG 57898 57881 SCHWAB FDMTL EMERG MKTS 18306 20522 SCHWAB INTERNATIONAL IND 172902 174715 SCHWAB S&P 500 INDEX 357199 480153 FMI COMMON STOCK INVESTO 90050 104390 GQG PARTNERS INTL QLTY D 114227 118984 SCHWAB LARGE-CAP GROWTH 229514 326743 VANGUARD WINDSOR ADMIRAL 360217 340770 DOUBLELINE MORTGAGE ETF 91020 93025 SCHWAB TOTAL STOCK MARKE 162750 194216 VANGUARD EMERG MKTS SEL 33375 34033 HARBOR INTERNATIONAL 103079 96524 ADJUSTMENT FOR GAIN ON RETURN NOT ON BOOKS 452679 CASH SHORTAGE - CHARLES SCHWAB CASH INVESTMENT ACCOUNT 0 5819 INVESTMENT ADVISOR FEES 9470 9470 0 CONTRACTED SERVICES 23813 0 23813 JOEL HARTER DIRECTOR DIRECTOR 8143578 5556743 2021-07 2031-07 10 YEARS 2.070000000000 NONE NONE INSTALLMENT SALE OF IRON OUT STOCK 8143578 JOEL HARTER DIRECTOR DIRECTOR 1099460 750213 2021-07 2031-07 10 YEARS 2.070000000000 NONE NONE INSTALLMENT SALE OF SUMMIT OUTDOORS STOCK 1099460 JOEL HARTER DIRECTOR DIRECTOR 1838491 1254488 2021-07 2031-07 10 YEARS 2.070000000000 NONE NONE INSTALLMENT SALE OF PRO PRODUCTS STOCK 1838491 FEDERAL TAXES 81980 0 0 STATE INCOME TAXES 18075 0 0