2024-11-04T15:06:32-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 356567579 THE ACKERMAN FOUNDATION ACKE 3176630205 8801 RIVER CROSSING BLVD 320 INDIANAPOLIS IN 46240 JOHN F ACKERMAN TRUSTEE 3176630205 2024-11-01 1 0 STEVEN A WARNER P00369624 3175802000 2024-11-01 2023 2024-10-15 13:58:12Z X 17425694 X X 827181 827181 -286690 4102919 0 -25307 -4297 515184 822884 0 0 0 4925 0 4925 184126 184126 0 223539 223539 0 9211 9211 0 48179 48179 0 469980 465055 4925 780000 780000 1249980 465055 784925 -734796 357829 306709 1310623 1310623 15548856 13140382 13497116 1954099 2617955 2617955 17809664 17068960 17425694 0 0 X 0 0 0 0 17809664 17068960 17809664 17068960 17809664 17068960 17809664 -734796 58633 17133501 64541 17068960 PUBLICLY TRADED SECURITIES 4100914 4389552 -288638 -288638 CV FUND INVESTORS, LLC P 2005 57 1948 1948 -286690 4974 0 4974 0 4974 11500 0 0 0 11500 124 6402 6402 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 ACKERMANFOUNDATION.COM JOHN F ACKERMAN 3176630205 8801 RIVER CROSSING BLVD SUITE 320 INDIANAPOLIS IN 46240 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN F ACKERMAN 8801 RIVER CROSSING BLVD SUITE 320 INDIANAPOLIS IN 46240 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 14525364 345793 1940710 16811867 0 0 16811867 252178 16559689 827984 827984 4974 4974 823010 0 823010 0 823010 784925 0 784925 823010 770922 0 0 784925 770922 0 0 14003 0 0 0 0 0 0 0 0 809007 0 0 0 JOHN F ACKERMAN JOHN F ACKERMAN 8801 RIVER CROSSING BLVD SUITE 320 INDIANAPOLIS IN 46240 3176630205 MONEY REQUESTED AND PURPOSE FOR WHICH MONEY IS TO BE USED NONE IT IS CURRENTLY ANTICIPATED THAT THE ORGANIZATION WILL FOCUS ITS EFFORTS IN AREAS OF SCIENTIFIC AND MEDICAL RESEARCH, CARE, INCLUDING HOUSING FOR THE AGED AND GIFTS TO ENTITIES SUCH AS MUSEUMS, ZOOS, THE UNITED WAY AND THE RED CROSS. THE ORGANIZATION MAY ALSO, IN THE FUTURE, IMPLEMENT A SCHOLAR- SHIP PROGRAM; ALTHOUGH, NO SUCH PROGRAM IS PLANNED AT THIS TIME. BIG BROTHERS BIG SISTERS 2690 N MERIDIAN STE 150 INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 10000 CHILDREN'S MUSEUM 3000 N MERIDIAN STREET INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 5000 COLLEGE MENTORS 1060 N CAPITOL AVENUE SUIRE C430 INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATIONS 10000 CONNER PRAIRIE MUSEUM 13400 ALLISONVILLE ROAD FISHERS IN 46038 N/A PC GENERAL OPERATIONS 50000 ESKENAZI HEALTH FOUNDATION 1001 W 10TH STREET INDIANAPOLIS IN 46202 N/A PC GENERAL OPERATIONS 5000 GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 N/A PC GENERAL OPERATIONS 25000 INDIANA REPERATORY THEATRE 140 W WASHINGTON ST INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATIONS 5000 INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION 32 E WASHINGTON ST STE 600 INDIANAPOLIS IN 46204 N/A SO III FI GENERAL OPERATIONS 5000 INDIANAPOLIS ZOO 1200 W WASHINGTON ST PO BOX 22309 INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATIONS 50000 JEWISH FEDERATION OF GREATER INDIANAPOLIS 6705 HOOVER RD INDIANAPOLIS IN 46260 N/A PC GENERAL OPERATIONS 50000 PARENT PROJECT MD 1052 NORTH UNIVERSITY BLVD MIDDLETOWN OH 45042 N/A PC GENERAL OPERATIONS 30000 SHEPHERD COMMUNITY CENTER 4107 EAST WASHINGTON STREET INDIANAPOLIS IN 46201 N/A PC GENERAL OPERATIONS 15000 TEENWORKS 2820 N MERIDIAN ST SUITE 103 INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 10000 UNITED WAY OF CENTRAL INDIANA 3901 N MERIDIAN STREET INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 50000 ELEVATE VENTURES INC 50 EAST 91ST STREET INDIANAPOLIS IN 46240 N/A PC GENERAL OPERATIONS 10000 OAKS ACADEMY 2301 N PARK AVE INDIANAPOLIS IN 46205 N/A PC GENERAL OPERATIONS 50000 MUSCULAR DYSTROPHY FAMILY FOUNDATION 1033 3RD AVE SW 108 CARMEL IN 46032 N/A PC GENERAL OPERATIONS 10000 NEWFIELDS 4000 MICHIGAN ROAD INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 20000 CONCERTS FOR A CAUSE 4628 ALLEN DRIVE CARMEL IN 46033 N/A PC GENERAL OPERATIONS 5000 THE CHILDREN'S THERAPLAY FOUNDATION INC 9919 TOWNE ROAD CARMEL IN 46032 N/A PC GENERAL OPERATIONS 10000 PROVIDENCE CRISTO REY 2717 S EAST ST INDIANAPOLIS IN 46225 N/A PC GENERAL OPERATIONS 70000 BOSMA VISIONARY OPPORTUNITIES 7223 WOODLAND DR INDIANAPOLIS IN 46278 N/A PC GENERAL OPERATIONS 10000 EITELJORG MUSEUM 500 W WASHINGTON ST INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATIONS 5000 O'CONNOR HOUSE PO BOX 1061 CARMEL IN 46082 N/A PC GENERAL OPERATIONS 10000 MARIAN UNIVERSITY 3200 COLD SPRING RD INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATIONS 10000 DAMAR SERVICES 6067 DECATUR BLVD INDIANAPOLIS IN 46221 N/A PC GENERAL OPERATIONS 5000 FIRST BAPTIST ATHLETICS 8600 N COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC GENERAL OPERATIONS 40000 HABITAT FOR HUMANITY 3135 N MERIDIAN ST INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 10000 HERRON HIGH SCHOOL 110 E 16TH ST INDIANAPOLIS IN 46202 N/A PC GENERAL OPERATIONS 25000 MITCH DANIELS LEADERSHIP FOUNDATION 880 W MONON GREEN BLVD SUITE 101 CARMEL IN 46035 N/A PC GENERAL OPERATIONS 5000 MITCHELL DANIELS JR SCHOOL 403 MITCH DANIELS BLVD WEST LAFAYETTE IN 47907 N/A PC GENERAL OPERATIONS 100000 WHEELER MISSION 3208 E MICHIGAN ST INDIANAPOLIS IN 46201 N/A PC GENERAL OPERATIONS 10000 ISRAEL EMERGENCY FUND 121 STEUART STREET SAN FRANCISCO CA 94105 N/A PC GENERAL OPERATIONS 20000 FAY BICCARD GLICK NEIGHBORHOOD 2990 W 71ST ST INDIANAPOLIS IN 46268 N/A PC GENERAL OPERATIONS 25000 BRIGHTLANE LEARNING 2955 N MERIDIAN ST SUITE 250 INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 10000 780000 0 14 827181 14 25150 18 -286690 CLARITY VENTURES VETERINARY FUND LP 531190 -20536 17 -28524 THOMPSON THRIFT 2023 MULTIFAMILY 531190 -474 17 -923 -21010 536194 0 515184 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4925 0 4925 FORM 990-PF, PART VI-B, LINES 1(A)(3) AND 1(B) PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE JOHN F. ACKERMAN IS A SUBSTANTIAL CONTRIBUTOR TO THE ACKERMAN FOUNDATION AND IS THEREFORE A DISQUALIFIED PERSON. HE PROVIDES UNCOMPENSATED "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES QUALIFY AS EXCEPTED ACTS AS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-2(D)(3). UBS - 2H 00632 13048710 13049048 UBS - 2H 00627 91672 448068 PRIVATE EQUITY CO-INVESTMENT PARTNERS II AT COST 96412 96412 GOLDMAN SACHS RENEWABLE POWER, LLC AT COST 262560 262560 HPS CORE SR LENDING O/S FND LP AT COST 174039 174039 MERCHANTS HEALTHCARE FUND I AT COST 1019011 1019011 AG CS HOLDINGS FUND II AT COST 400931 400931 CLARITY VENTURES VETERINARY FUND AT COST 354772 354772 THOMPSON THRIFT 2023 MULTIFAMILY DEVELOPMENT LP AT COST 291427 291427 RREF V DEBT DOMESTIC INVESTORS, LP AT COST 18803 18803 BOOK TAX DIFFERENCES FROM INTEREST AND DIVIDENDS 5185 BOOK TAX DIFFERENCES FROM TAXES 51793 BOOK TAX DIFFERENCES FROM INVESTMENT EXPENSES 3887 BOOK TAX DIFFERENCES FROM NONDEDUCTIBLE EXPENSES 3676 CV FUND INVESTORS, LLC - OTHER DEDUCTIONS 476 476 0 HPS - OTHER DEDUCTIONS 198 198 0 MERCHANTS HEALTHCARE FUND - OTHER DEDUCTIONS 47308 47308 0 RREF 197 197 0 MERCHANTS HEALTHCARE FUND I LP 2475 2475 2475 AG CS HOLDINGS FUND II, LP 22675 22675 22675 CLARITY VENTURES VETERINARY FUND LP -49060 -28524 -49060 THOMPSON THRIFT 2023 MULTIFAMILY -1397 -923 -1397 BOOK TAX DIFFERENCES FROM CAPITAL GAINS 58628 BOOK TAX DIFFERENCES FROM OTHER INVESTMENT INCOME 5 INVESTMENT EXPENSES 184126 184126 0 FOREIGN TAX 9211 9211 0