HAGEMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-12
- IRS object ID
- 202441649349100024
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T16:02:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205274525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAGEMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAGE | BusinessNameControlTxt |
| Phone | 3179278300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12821 E NEW MARKET ST SUITE 200 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA HAGEMAN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3179278300 | PhoneNum |
| Signature | 2024-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | HAGEMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R BRUCH | PreparerPersonNm |
| PTIN | P00019237 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-05-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,639,978 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $120,491 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,716 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $220,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,482 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,439 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,447,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,461,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,948,570 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $377,866 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $377,866 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $354,969 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,088,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,175,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,639,978 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $275 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,088,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,175,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,088,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,088,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,175,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,088,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,175,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $127,993 | $109,040 | $18,953 | $18,953 | |
| CAPITAL GAINS DIVIDENDS | $9,763 | $9,763 | $9,763 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,716 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $380 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,260 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SANDRA HAGEMAN | IndividualWithBooksNm |
| Phone | 3179278300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12821 E NEW MARKET ST SUITE 200 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | Yes (1) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE J HAGEMAN | ||||||||
| 11790 SYCAMORE ST | ZIONSVILLE | IN | 46077 | PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| SANDRA L HAGEMAN | ||||||||
| 11790 SYCAMORE ST | ZIONSVILLE | IN | 46077 | VICE PRESIDENT/SECRETARY | 0.50 | $0 | $0 | $0 |
| SARA HAGEMAN SCHENCK | ||||||||
| 6042 DIVISION RD | WAYNETOWN | IN | 47990 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SHANE HAGEMAN | ||||||||
| 601 ALVERNA DRIVE | INDIANAPOLIS | IN | 46260 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHANY JACKSON | ||||||||
| 1864 W 725 N | LEBANON | IN | 46052 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANA HAGEMAN | ||||||||
| 601 ALVERNA DRIVE | INDIANAPOLIS | IN | 46260 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,176,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,431,141 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,431,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,394,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,260 | TotalTaxAmt |
| Distributable Before Adj | $118,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,230 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,230 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $107,426 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVE J HAGEMAN | ContributingManagerNm |
| Contributing Manager | SANDRA L HAGEMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIBLICAL MINISTRIES WORLDWIDE | |||||||
| 1595 HERRINGTON RD | LAWRENCEVILLE | GA | 30043 | N/A | PC | ETHAN & GRACE THOMAS SCHOLARSHIP FUND | $600 |
| BOONE AND CROCKETT CLUB FOUNDATION INC | |||||||
| 250 STATION DRIVE | MISSOULA | MT | 59801 | N/A | SO I | GENERAL OPERATING FUND CONTRIBUTION | $6,465 |
| CARMEL CLAY PUBLIC LIBRARY FOUNDATION | |||||||
| 55 4TH AVE SE | CARMEL | IN | 46032 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| COLLEGE PARK CHURCH INC | |||||||
| 2606 W 96TH STREET | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $408 |
| CONNER PRAIRIE | |||||||
| 13400 ALLISONVILLE ROAD | FISHERS | IN | 46038 | N/A | PC | CONNER PRAIRIE MISSION IMPACT FUND | $20,000 |
| CORNERSTONE LUTHERAN CHURCH | |||||||
| 4850 E MAIN ST | CARMEL | IN | 46033 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| INDIANA UNIVERSITY FOUNDATION - SCHOOL OF MEDICINE FUND | |||||||
| 1309 EAST 10TH STREET | BLOOMINGTON | IN | 47405 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| INDY PICKLEBALL CLUB INC | |||||||
| 7331 PARKSIDE DRIVE | INDIANAPOLIS | IN | 46226 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| INSTITUTE FOR AFFORDABLE TRANSPORTATION | |||||||
| 5868 E 71ST ST E199 | INDIANAPOLIS | IN | 46220 | N/A | PC | CONTRIBUTION FOR THE CONTINUED DEVELOPMENT OF BUSINESS IN AFRICA AND THE BUV BUSINESS-AS-MISSION MODEL. | $1,000 |
| JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $10,000 |
| LEGGE LOWDEN FARM FOUNDATION TRUST | |||||||
| 1301 W 22ND STREET SUITE 615 | OAK BROOK | IL | 60523 | N/A | SO I | CONTRIBUTION TO INNOVATION AND EDUCATION CENTER | $15,000 |
| LITTLE PORTION INC | |||||||
| 350 COUNTY ROAD 248 | BERRYVILLE | AR | 72616 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | N/A | PC | FORGING AHEAD | $25,000 |
| REACH FOR YOUTH INC | |||||||
| 3505 N WASHINGTON BLVD | INDIANAPOLIS | IN | 46205 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| REMINGTON FOOD PANTRY | |||||||
| PO BOX 322 | REMINGTON | IN | 47977 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| RILEY CHILDREN'S FOUNDATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | N/A | PC | GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND | $500 |
| THE CENTER FOR THE PERFORMING ARTS INC | |||||||
| ONE CENTER GREEN | CARMEL | IN | 46032 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| THE SALVATION ARMY | |||||||
| 6060 CASTLEWAY W DRIVE | INDIANAPOLIS | IN | 46250 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| THOMAS J HUGHES MINISTRIES INC | |||||||
| 281 N STATE STREET SUITE A311 | SAN JACINTO | CA | 92583 | N/A | POF | GRANT TO ORGANIZATION. NO EXPENDITURE RESPONSIBILITY DONE. | $400 |
| TRADER'S POINT CHRISTIAN CHURCH | |||||||
| 6590 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $400 |
| WHEELER MISSION MINISTRIES INC | |||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | SUPPLIES FOR THANKSGIVING PIES | $6,045 |
| WHITE COUNTY REMC COMMUNITY FUND INC | |||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | N/A | PC | HAGEMAN & HARRINGTON SCHOLARSHIP | $3,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $591 |
| GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA | |||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| HAMILTON HEIGHTS YOUTH ASSISTANCE INC | |||||||
| 25802 STATE ROAD 19 | ARCADIA | IN | 46030 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $324 |
| LITTLE SISTERS OF THE POOR OF INDIANAPOLIS INC | |||||||
| 2345 W 86TH ST | INDIANAPOLIS | IN | 46260 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION | |||||||
| 3900 EDISON LAKES PARKWAY SUITE 201 | MISHAWAKA | IN | 46545 | N/A | PF | GENERAL OPERATING FUND CONTRIBUTION. EXPENDITURE RESPONSIBILITY EXERCISED. | $2,500 |
| NETWORK FOR GOOD INC | |||||||
| 1140 CONNECTICUT AVENUE NW 700 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| THE PENROD SOCIETY LTD | |||||||
| 1437 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46201 | N/A | PC | MAGIC IN THE MAKING - CORPORATE SPONSORSHIP | $2,500 |
| GLOBAL EMPOWERMENT MISSION INC | |||||||
| 1850 NW 84TH AVENUE SUITE 100 | DORAL | FL | 33126 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| BIBLEPROJECT | |||||||
| 1302 SE ANKENY | PORTLAND | OR | 97214 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| DEPAUW UNIVERSITY | |||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $750 |
| NEWROOT LEARNING INSTITUTE | |||||||
| 910 W VANBUREN ST SUITE 200 | CHICAGO | IL | 60607 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| NORTH DECATUR HIGH SCHOOL | |||||||
| 3172 IN-3 | GREENSBURG | IN | 47240 | N/A | PC | PJ METZ BOYS BASKETBALL | $500 |
| NORTHVIEW CHRISTIAN LIFE CHURCH INC | |||||||
| 6620 NORTHVIEW WAY | INDIANAPOLIS | IN | 46220 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| TRANSFORMATION MINISTRIES INC | |||||||
| 1519 PORTAGE AVE | SOUTH BEND | IN | 46616 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| ST MARY'S CATHOLIC CHURCH GREENSBURG INC | |||||||
| 1331 HUNTER ROBBINS WAY | GREENSBURG | IN | 47240 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| THE SALT NETWORK INC | |||||||
| 56829 US HIGHWAY 30 | AMES | IA | 50010 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| UNIVERSITY HIGH SCHOOL OF INDIANA INC | |||||||
| 2825 W 116TH ST | CARMEL | IN | 46032 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,483 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,486 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA & STEVE HAGEMAN CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11790 SYCAMORE ST | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,491 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,195 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,195 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAXSON WILLIAM AUGUSTUS SWANK FOUNDTAION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 EDISON LAKES PKWY SUITE 201 | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-03-01 | GrantDt |
| Grant | $2,500 | GrantAmt |
| Purpose Of Grant | GRANT WAS MADE TO SUPPORT GRANTEE'S SCHOLARSHIPS AND LEADERSHIP PROGRAMS. | PurposeOfGrantTxt |
| Expended By Grantee | $2,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/10/2024 | DatesOfReportsByGranteeTxt |
| Verification | 2024-05-10 | VerificationDt |
| Results Of Verification | NO AMOUNTS CONTRIBUTED TO THE JAXSON WILLIAM AUGUSTUS SWANK FOUNDATION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH STEVE AND SANDRA HAGEMAN ARE SUBSTANTIAL CONTRIBUTORS TO THE HAGEMAN FOUNDATION INC AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDED "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD AS VOLUNTEERS AND KEEPING ITS BOOKS. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARILLON REAMS CORE PLUS BOND | $148,095 | $141,716 |
| DODGE & COX INCOME | $156,339 | $143,625 |
| JP MORGAN INFLATION MANAGED BOND SELECT | $36,258 | $34,886 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $37,174 | $34,742 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $12,887 | $89,334 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | $106,512 | $129,322 |
| SPDR S&P 500 ETF TRUST UNIT SER I S&P | $96,079 | $301,347 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $67,310 | $83,643 |
| BAILLIE GIFFORD EMERG MRKTS EQ INSTL | $80,565 | $76,058 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $91,200 | $78,114 |
| DFA US LARGE CAP VALUE PRTF INSTL | $93,449 | $116,678 |
| GMO RESOURCES SERIES FUND CL PS | $62,339 | $72,080 |
| VANGUARD TOTAL STOCK MARKET INDEX | $276,300 | $431,067 |
| AMERICAN BEACON AHL MNGD FUTURES STRAT Y | $46,817 | $43,162 |
| GMO ALTERNATIVE ALLOCATION FD I | $58,450 | $55,855 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $92,900 | $108,256 |
| NUANCE CONCENTRATED VAL LG SHT INSTIT CL | $61,350 | $51,575 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $94,550 | $69,559 |
| WILLIAM BLAIR INTERNAT'L GROWTH I | $97,300 | $107,404 |
| AMERICAN CENTY ETF TR AVANTIS US | $55,850 | $62,591 |
| ETF SER SOLUTIONS DISTILLATE US | $67,368 | $72,525 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $175 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $154 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,482 | Amt |
| Net Investment Income | $8,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,378 | $1,378 | $0 |
| FEDERAL TAXES | $173 | $0 | $0 |
Comments