HAGEMAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349103353
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T13:17:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R BRUCH | PreparerPersonNm |
| PTIN | P00019237 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2022-05-11 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,656,506 | 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 | $83,675 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $60,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $205,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,542 | 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 | $172 | 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 | $8,808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,808 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,985 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,383 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,383 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $143,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $207,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,340 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,818,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,844,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,449,166 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,961,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,051,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,656,506 | 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 | $1,961,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,051,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,961,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,051,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,961,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,051,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,961,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,051,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,051,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STOCK FUNDS, 290.253 SHS DFA US TARGETED VALUE PRTF INSTL | P | 2020-09-09 | 2021-06-01 | $9,278 | $5,400 | $3,878 | $3,878 |
| STOCK FUNDS, 2,735.770 SHS DFA US TARGETED VALUE PRTF INSTL | P | 2019-09-20 | 2021-06-01 | $87,454 | $60,659 | $26,795 | $26,795 |
| CAPITAL GAINS DIVIDENDS | P | $30,458 | $30,458 | $30,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,131 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $916 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $916 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $632 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | $2,384,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,535,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,535,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,497,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,548 | TotalTaxAmt |
| Distributable Before Adj | $123,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,385 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,385 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,193 | 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 | $118,132 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGRO ORGANIZATIONAL SOLUTIONS | |||||||
| 5535 MEMORIAL DR SUITE F-811 | HOUSTON | TX | 77007 | N/A | PC | RICHARD AND BETTY GRAF SCHOLARSHIP | $250 |
| BOONE AND CROCKETT CLUB FOUNDATION INC | |||||||
| 250 STATION DRIVE | MISSOULA | MT | 59801 | N/A | SO I | GENERAL OPERATING FUND CONTRIBUTION | $6,465 |
| ADVOCATES FOR CHILDREN AND FAMILIES INC | |||||||
| 493 WESTFIELD ROAD SUITE C | NOBLESVILLE | IN | 46060 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| CONNER PRAIRIE | |||||||
| 13400 ALLISONVILLE ROAD | FISHERS | IN | 46038 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| 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 |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | |||||||
| 2010 LEVY AVE SUITE 300 | TALLAHASSEE | FL | 32310 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $150 |
| GLEANERS FOOD BANK OF INDIANA | |||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT INC | |||||||
| 347 S 8TH STREET SUITE A | NOBLESVILLE | IN | 46060 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 |
| INDIANA FFA FOUNDATION | |||||||
| PO BOX 9 | TRAFALGAR | IN | 46181 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC | |||||||
| 1200 W WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| 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. | $500 |
| INDIANA UNIVERSITY FOUNDATION - CENTER FOR RE STUDIES | |||||||
| 1309 EAST 10TH STREET | BLOOMINGTON | IN | 47405 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $3,500 |
| LAFAYETTE GREAT BANQUET | |||||||
| 1310 EAST 3RD STREET | FOWLER | IN | 47944 | N/A | PC | SPRING BANQUET AND AWAKENING | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 9075 N MERIDIAN ST SUITE 150 | INDIANAPOLIS | IN | 46260 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $150 |
| MORE THAN CONQUERORS | |||||||
| 7558 S STATE RD 67 SUITE D | PENDLETON | IN | 46064 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| PURDUE CANCER RESEARCH | |||||||
| 201 S UNIVERSITY STREET | WEST LAFAYETTE | IN | 47907 | N/A | PC | CONTRIBUTION FOR PURDUE UNIVERSITY CENTER FOR CANCER RESEARCH | $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 |
| SERGE GLOBAL INC | |||||||
| 101 WEST AVENUE SUITE 305 | JENKINTOWN | PA | 19046 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| THE ROSSER FOUNDATION A PURE CHARITABLE TRUST AND PUBLIC CHARITY | |||||||
| 1901 NORTH ARMISTEAD AVENUE | HAMPTON | VA | 23666 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 |
| VOLUNTEERS OF AMERICA INDIANA INC | |||||||
| 1099 N MERIDIAN SUITE 800 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| WHEELER MISSION MINISTRIES INC | |||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $153 |
| WHEELER MISSION MINISTRIES INC | |||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | SUPPLIES FOR THANKSGIVING PIES | $4,715 |
| WHITE COUNTY REMC COMMUNITY FUND INC | |||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | N/A | PC | HAGEMAN & HARRINGTON SCHOLARSHIP | $2,500 |
| BIBLICAL MINISTRIES WORLDWIDE | |||||||
| 1595 HERRINGTON RD | LAWRENCEVILLE | GA | 30043 | N/A | PC | MURT HARRINGTON SCHOLARSHIP | $500 |
| THE CENTER FOR THE PERFORMING ARTS INC | |||||||
| ONE CENTER GREEN | CARMEL | IN | 46032 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $7,500 |
| APARTMENT LIFE INC | |||||||
| PO BOX 1369 | BEDFORD | TX | 76095 | N/A | PC | EUGENE HAGEMAN SCHOLARSHIP | $500 |
| CORNERSTONE BIBLE CHURCH OF WESTFIELD INC | |||||||
| 720 LIBERTY DRIVE | WESTFIELD | IN | 46074 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| FISHERS PARK AND RECREATION FOUNDATION | |||||||
| 11565 BROOKS SCHOOL RD | FISHERS | IN | 46037 | N/A | PC | FISHERS GOLD STAR FAMILIES MEMORIAL MONUMENT | $1,000 |
| HANDS OF GRACE GUATEMALA INC | |||||||
| PO BOX 404 | NOBLESVILLE | IN | 46061 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| HANGING ROCK CHRISTIAN ASSEMBLY | |||||||
| PO BOX 218 | WEST LEBANON | IN | 47991 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER RD SUITE 225 | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| IMPACT CAMPUS MINISTRIES INC | |||||||
| PO BOX 8492 | MOSCOW | ID | 83843 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| LITTLE PORTION INC | |||||||
| 350 COUNTY ROAD 248 | BERRYVILLE | AR | 72616 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $150 |
| THE MOODY BIBLE INSTITUTE OF CHICAGO | |||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| PINK RIBBON CONNECTION INC | |||||||
| 1139 SHELBY STREET | INDIANAPOLIS | IN | 46203 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 |
| REACH FOR YOUTH INC | |||||||
| 3505 N WASHINGTON BLVD | INDIANAPOLIS | IN | 46205 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 |
| JOY OF THE REDEEMED OUTREACH MINISTRY | |||||||
| 6705 SAND CHERRY WAY | CLINTON | MD | 20735 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| REFUGEEONE | |||||||
| 5705 N LINCOLN AVE | CHICAGO | IL | 60659 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| SMALL CHURCH USA CORP | |||||||
| 3 N SUGAR CLIFF DR | CRAWFORDSVILLE | IN | 47933 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $10,000 |
| ST RITA CATHOLIC CHURCH INDIANAPOLIS INC | |||||||
| 1733 DR ANDREW J BROWN AVE | INDIANAPOLIS | IN | 46202 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| ST THOMAS AQUINAS CATHOLIC CHURCH INDIANAPOLIS INC | |||||||
| 4625 N KENWOOD AVE | INDIANAPOLIS | IN | 46208 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| THOMAS J HUGHES MINISTRIES INC | |||||||
| 281 N STATE STREET SUITE A311 | SAN JACINTO | CA | 92583 | N/A | POF | GENERAL OPERATING FUND CONTRIBUTION | $100 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,383 | 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 | $60,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,542 | 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 | $83,675 | 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 |
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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLE INC | AT COST | $12,887 | $82,392 |
| ARTISAN INTERNATIONAL ADV | AT COST | $86,700 | $85,727 |
| CARILLON REAMS CORE PLUS BOND | AT COST | $148,095 | $162,782 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | AT COST | $111,250 | $120,090 |
| DODGE & COX INCOME | AT COST | $152,089 | $155,210 |
| JP MORGAN INFLATION MANAGED BOND SELECT | AT COST | $39,209 | $41,908 |
| SPDR S&P 500 ETF TRUST UNIT SER I S&P | AT COST | $96,079 | $301,125 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | AT COST | $83,100 | $97,865 |
| AQR LARGE CAP DEFENSIVE STYLE | AT COST | $64,923 | $90,865 |
| BAILLIE GIFFORD EMERG MRKTS EQ INSTL | AT COST | $69,365 | $83,839 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | AT COST | $91,200 | $102,301 |
| DFA US LARGE CAP VALUE PRTF INSTL | AT COST | $108,974 | $140,020 |
| GMO RESOURCES SERIES FUND CL PS | AT COST | $78,700 | $108,801 |
| VANGUARD TOTAL STOCK MARKET INDEX | AT COST | $276,300 | $438,793 |
| AMERICAN BEACON AHL MNGD FUTURES STRAT Y | AT COST | $51,200 | $50,012 |
| GMO ALTERNATIVE ALLOCATION FD I | AT COST | $51,100 | $46,740 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | AT COST | $92,900 | $107,108 |
| NUANCE CONCENTRATED VAL LG SHT INSTIT CL | AT COST | $51,500 | $41,969 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | AT COST | $38,800 | $38,760 |
| ISHARES TR MSCI USA MMENTM | AT COST | $47,883 | $72,183 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | AT COST | $92,300 | $80,676 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $172 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $153 | $0 | $0 |
| SUPPLIES | $300 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,808 | Amt |
| Net Investment Income | $8,808 | 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 | $1,376 | $1,376 | $0 |
| FEDERAL TAXES | $609 | $0 | $0 |
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