2025-04-11T14:34:48-05:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2024-01-01 203280615 THE NEELS FAMILY FOUNDATION INC NEEL 3179897122 15420 SPRING WINDS DR CARMEL IN 46033 BARBARA A WOOD DIRECTOR 3179897122 2025-04-02 1 1 DOUG CARPENTER P01784274 3175802000 2025-04-02 2024 2025-03-06 01:10:19Z X X 5688367 X X 153072 153072 113651 420601 278178 266723 431250 6000 0 6000 5500 0 5500 20501 20501 0 9112 3819 0 41113 24320 11500 237634 237634 278747 24320 249134 -12024 406930 381888 327494 327494 1447 1447 1450 3444569 3468927 4459311 940668 957468 900112 4767125 4755336 5688367 0 0 X 4767125 4755336 0 0 0 0 4767125 4755336 4767125 4755336 4767125 -12024 235 4755336 0 4755336 PUBLICLY TRADED SECURITIES 367274 142423 224851 224851 CAPITAL GAINS DIVIDENDS P 53327 53327 53327 278178 5656 0 5656 0 5656 2572 0 0 0 2572 0 3084 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 1 1 N/A BARBARA A WOOD 3179897122 15420 SPRING WINDS DR CARMEL IN 46032 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GUIDO J NEELS 7916 DEAN ROAD INDIANAPOLIS IN 46240 PRES/TRES 1.00 0 0 0 BRIGITTE E NEELS 7916 DEAN ROAD INDIANAPOLIS IN 46240 SEC/DIRECTOR 1.00 0 0 0 BARBARA A WOOD 15420 SPRING WINDS DR CARMEL IN 46032 DIRECTOR 1.00 6000 0 0 SARAH M NEELS 1209 N ASTOR APT 12S CHICAGO IL 60610 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5369288 406745 0 5776033 0 0 5776033 86640 5689393 284470 284470 5656 5656 278814 0 278814 0 278814 249134 0 249134 278814 237634 0 0 249134 237634 0 0 11500 0 0 0 0 0 0 0 0 267314 0 0 0 GUIDO J NEELS BRIGITTE E NEELS X DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTON MD 21741 N/A PC SUPPORT MEDICAL RELIEF PROGRAMS 15000 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 N/A PC SUPPORT OF THE CHRISTEL HOUSE 135634 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 N/A PC GENERAL SUPPORT 20000 STANFORD UNIVERSITY 1 PO BOX 20466 STANFORD CA 94309 N/A PC SUPPORT 45000 CHRISTEL HOUSE INTERNATIONAL 2960 NORTH MERIDIAN STREET SUITE 170 INDIANAPOLIS IN 46208 N/A PC SUPPORT FOR GRADUATES 22000 237634 0 14 153072 18 113651 0 266723 0 266723 8 N/A 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5500 0 5500 FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE GUIDO J NEELS, BRIGITTE E NEELS, BARBARA A WOOD AND SARAH M NEELS ARE SUBSTANTIAL CONTRIBUTORS TO THE NEELS FAMILY FOUNDATION, INC. AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICES" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON THE BOARD. LINE 1B IS ANSWERED "NO" BECAUSE COMPENSATION FOR THEIR SERVICE IS REASONABLE AND THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. CARILLON REAMS CORE PLUS BOND CL I 205488 188377 DODGE & COX INCOME CL I ( 635963 600488 GMO OPPORTUNISTIC INCOME FUND INSTL 116017 111247 KOPERNIK GLOBAL ALL CAP FUND INSTL 216316 172511 PZENA EMERGING MRKTS FOCUSED VAL 183602 199902 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 78851 77628 WILLIAM BLAIR INTERNAT'L GROWTH I 180400 174544 CAUSEWAY INTERNATNAL VALUE INSTL 239548 271112 DFA US LARGE CAP VALUE PRTF INSTL 223100 291393 POLAR CAPITAL EMERG MARKET STARS I 113700 131228 AMERICAN EUROPACIFIC GROWTH FUND F3 65492 105206 GMO RESOURCES FUND I 154641 136683 GOLDMAN SACHS GQG PARTNERS INTL 229500 264905 LAZARD GLOBAL LISTED INFRASTRUCTE 141150 145224 VANGUARD TOTAL STOCK MARKET INDEX 1030254 1801014 ETF SER SOLUTIONS DISTILLATE US 163164 195254 J P MORGAN EXCHANGE TRADED FD 101302 99824 JPMORGAN CORE BOND CLASS I 93500 92674 AVANTIS US SMALL CAP VALUE ETF 133382 160722 LISTED FD TR HORIZON KINETICS 121025 139487 PRIOR PERIOD ADJUSTMENT 235 INVESTMENT FEES 20501 20501 0 TAXES PAID 5293 0 0 FOREIGN TAXES PAID 3819 3819 0