HAGEMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-27
- IRS object ID
- 202011489349100206
- Schema version
- 2019v5.1
- 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
- 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 | 2020-05-27T09:31:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R BRUCH | PreparerPersonNm |
| PTIN | P00019237 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.79.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 14:18:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D71851D00F9EADD1612A4FEA1EE6D941F5E8310 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0596F46C4D5B385240A969DE9156AAB89ED55E3B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,176,334 | 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 | $58,107 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $55,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,001,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,558 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $189,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,331 | 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 | $208 | 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 | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,078 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,078 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,419 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,449 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,860 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,736,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,805,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,051,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,877,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,930,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,176,334 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,519 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $75 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $17,519 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75 | 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 | $1,860,287 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,930,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,860,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,930,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,877,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,930,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,860,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,930,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,930,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STOCK FUNDS, 1,224.49 SHS DFA US LARGE CAP VALUE | P | 2019-09-20 | 2019-10-24 | $44,990 | $45,226 | -$236 | -$236 |
| STOCK FUNDS, 1,336.851 SHS DFA US TARGETED VALUE | P | 2019-09-20 | 2019-10-29 | $30,390 | $29,641 | $749 | $749 |
| BOND FUNDS, 6,758.703 SHS CARILLON REAMS CORE PLUS | P | 2015-09-01 | 2019-09-20 | $225,190 | $217,416 | $7,774 | $7,774 |
| STOCK FUNDS, 457.297 SHS CAUSEWAY INTERNATL | P | 2018-01-02 | 2019-09-20 | $6,790 | $7,500 | -$710 | -$710 |
| BOND FUNDS, 3,773.399 SHS DFA SHORT-TERM MUNI BOND | P | 2017-12-13 | 2019-09-20 | $38,403 | $38,300 | $103 | $103 |
| BOND FUNDS, 5,688.073 SHS DODGE & COX INCOME | P | 2016-09-01 | 2019-09-20 | $80,590 | $79,111 | $1,479 | $1,479 |
| BOND FUNDS, 3,372.32 SHS JPMORGAN INFLATION MANAGED BOND CLASS I | P | 2014-08-06 | 2019-09-20 | $34,590 | $35,747 | -$1,157 | -$1,157 |
| STOCK FUNDS, 5,087.625 SHS LAZARD US EQTY | P | 2016-09-01 | 2019-09-20 | $83,122 | $66,229 | $16,893 | $16,893 |
| STOCK FUNDS, 5,292.403 SHS NUANCE CONCENTRATED VALUE FUND | P | 2016-09-01 | 2019-09-20 | $77,153 | $71,024 | $6,129 | $6,129 |
| STOCK FUNDS, 1,699.975 SHS OAKMARK SELECT ADVISOR FUND | P | 2016-09-01 | 2019-05-09 | $68,652 | $69,163 | -$511 | -$511 |
| STOCK FUNDS, 11,560.691 SHS SCHWAB FUNDAMENTAL US LARGE CO INDEX | P | 2018-01-02 | 2019-09-20 | $199,643 | $166,543 | $33,100 | $33,100 |
| STOCK FUNDS, 927.366 SHS VANGUARD SMALL-CAP INDEX ADMIRAL | P | 2016-04-08 | 2019-09-20 | $69,459 | $48,900 | $20,559 | $20,559 |
| STOCK FUNDS, 2,098.179 SHS VICTORY GLOBAL NATURAL RESOURCES | P | 2015-03-17 | 2019-03-04 | $31,547 | $50,209 | -$18,662 | -$18,662 |
| CAPITAL GAINS DIVIDENDS | P | $11,048 | $11,048 | $11,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,558 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,045,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047865 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,236 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,973,761 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046731 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,132 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,849,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051971 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,147 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,957,754 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,971,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011284 | DistributionYr5Rt |
| Total Distribution | 0.204408 | TotalDistributionRt |
| Average Distribution | 0.040882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,023,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,958 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,449 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $592 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $592 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $626 | 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 | $1,920,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,054,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,054,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,023,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,218 | TotalTaxAmt |
| Distributable Before Adj | $99,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,218 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,092 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,092 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,357 | 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 | $96,618 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A GIRL'S GIFT INC | ||||||||
| 3711 MAGENTA LANE UNIT 4 | INDIANAPOLIS | IN | 46214 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 | |
| AGRIINSTITUTE INC | ||||||||
| 72 1/2 W MAIN STREET | DANVILLE | IN | 46122 | N/A | SO I | AG LEADERSHIP | $250 | |
| ALLEGRO ORGANIZATIONAL SOLUTIONS | ||||||||
| 5535 MEMORIAL DR SUITE F-811 | HOUSTON | TX | 77007 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 | |
| ANACOSTIA ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 1800 MARTIN LUTHER KING JR AVE | WASHINGTON | DC | 20020 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | SUITE 100 |
| 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 | $100 | |
| ADVOCATES FOR CHILDREN AND FAMILIES INC | ||||||||
| 493 WESTFIELD ROAD SUITE C | NOBLESVILLE | IN | 46060 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 | |
| COLLEGE PARK BAPTIST CHURCH | ||||||||
| 2606 W 95TH STREET | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 | |
| COMMUNITY HEALTH NETWORK INC | ||||||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 | |
| CONNER PRAIRIE | ||||||||
| 13400 ALLISONVILLE ROAD | FISHERS | IN | 46038 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $45,000 | |
| FAMILIES FIRST INDIANA INC | ||||||||
| 615 N ALABAMA STREET SUITE 320 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| LEGGE LOWDEN FARM FOUNDATION TRUST | ||||||||
| 1301 W 22ND STREET SUITE 615 | OAK BROOK | IL | 60523 | N/A | SO I | ANNUAL FUND CONTRIBUTION | $5,000 | |
| FOSTER FAIRY INC | ||||||||
| 14038 PARLEY LN | FISHERS | IN | 46038 | N/A | PF | GENERAL OPERATING FUND CONTRIBUTION | $100 | |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 2010 LEVY AVE SUITE 300 | TALLAHASSEE | FL | 32310 | N/A | PC | JUSTIN SISSON CADET AWARD | $150 | |
| GLEANERS FOOD BANK OF INDIANA | ||||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,500 | |
| HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT | ||||||||
| 347 S 8TH STREET SUITE A | NOBLESVILLE | IN | 46060 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 | |
| HAND UP HOPE MINISTRIES CORP | ||||||||
| 7579 TROPHY CLUB DR S | INDIANAPOLIS | IN | 46214 | N/A | PF | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| INDIANA 4-H FOUNDATION | ||||||||
| 615 W STATE STREET | WEST LAFAYETTE | IN | 47097 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,250 | |
| INDIANA FFA FOUNDATION | ||||||||
| PO BOX 9 | TRAFALGAR | IN | 46181 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 | |
| INDIANA LEGAL SERVICES | ||||||||
| 151 N DELAWARE ST SUITE 1850 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 | |
| INDIANA MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $150 | |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC | ||||||||
| 1200 W WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 | |
| 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 | |
| IU FOUNDATION - CENTER FOR RE STUDIES | ||||||||
| 1309 EAST 10TH STREET | BLOOMINGTON | IN | 47405 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 | |
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||||
| 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 9075 N MERIDIAN ST SUITE 150 | INDIANAPOLIS | IN | 46260 | N/A | PC | STUDENTS OF THE YEAR CAMPAIGN | $1,500 | |
| MORE THAN CONQUERORS | ||||||||
| 7558 S STATE RD 67 SUITE D | PENDLETON | IN | 46064 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 | |
| PALESTINE CHRISTIAN CHURCH | ||||||||
| 7275 W 400 N | WOLCOTT | IN | 47995 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| PURDUE CANCER RESEARCH | ||||||||
| 201 S UNIVERSITY STREET | WEST LAFAYETTE | IN | 47907 | N/A | PC | CONTRIBUTION FOR PURDUE UNIVERSITY CENTER FOR CANCER RESEARCH | $2,500 | |
| PURDUE RESEARCH FOUNDATION | ||||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | N/A | PC | MCLAUCHLAN ENDOWMENT | $1,000 | |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | N/A | PC | GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND | $425 | |
| RILEY AREA NEIGHBORHOOD DEVELOPMENT | ||||||||
| 875 MASSACHUSETTS AVE UNIT 101 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||||
| 435 LIMESTONE ST | INDIANAPOLIS | IN | 46202 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| SERGE GLOBAL INC | ||||||||
| 101 WEST AVENUE SUITE 305 | JENKINTOWN | PA | 19046 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $825 | |
| THE ROSSER FOUNDATION A PURE CHARITABLE TRUST AND PUBLIC CHARITY | ||||||||
| 1901 NORTH ARMISTEAD AVENUE | HAMPTON | VA | 23666 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| TRINITY FREE CLINIC | ||||||||
| 1045 W 146TH ST SUITE B | CARMEL | IN | 46032 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 | |
| VOLUNTEERS OF AMERICA INDIANA INC | ||||||||
| 1099 N MERIDIAN SUITE 800 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 | |
| WHEELER MISSION MINISTRIES INC | ||||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | SUPPLIES FOR THANKSGIVING PIES | $2,234 | |
| WHITE COUNTY REMC COMMUNITY FUND INC | ||||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | N/A | PC | HAGEMAN & HARRINGTON SCHOLARSHIP | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,449 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,662 | 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 | $58,107 | 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 | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLE INC | AT COST | $12,887 | $34,063 |
| ARTISAN INTERNATIONAL ADV | AT COST | $62,000 | $69,127 |
| CARILLON REAMS CORE PLUS BOND | AT COST | $148,095 | $152,744 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | AT COST | $148,598 | $144,079 |
| DODGE & COX INCOME | AT COST | $152,089 | $154,878 |
| JP MORGAN INFLATION MANAGED BOND SELECT | AT COST | $39,209 | $39,351 |
| OAKMARK INTERNATIONAL ADVISOR FUND CL | AT COST | $83,100 | $100,773 |
| SPDR S&P 500 ETF TRUST UNIT SER I S&P | AT COST | $152,244 | $302,548 |
| TORTOISE MLP & PIPELINE FD INSTL | AT COST | $77,106 | $75,029 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | AT COST | $80,600 | $85,219 |
| AQR LARGE CAP DEFENSIVE STYLE | AT COST | $73,800 | $76,838 |
| BAILLIE GIFFORD EMERG MRKTS EQ INSTL | AT COST | $81,100 | $86,828 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | AT COST | $77,900 | $74,238 |
| DFA US TARGETED VALUE PRTF INSTL | AT COST | $60,659 | $63,415 |
| DFA US LARGE CAP VALUE PRTF INSTL | AT COST | $102,574 | $109,961 |
| GMO RESOURCES SERIES FUND CL PS | AT COST | $78,700 | $83,600 |
| VANGUIARD TOTAL STOCK MARKET INDEX | AT COST | $276,300 | $297,443 |
| PIMCO LOW DURATION INSTITUTIONAL | AT COST | $38,900 | $38,811 |
| ISHARES EDGE MSCI USA MOMENTUM | AT COST | $60,065 | $62,529 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $208 | 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 | $95 | 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 | $8,078 | Amt |
| Net Investment Income | $8,078 | 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 | $1,419 | $1,419 | $0 |
| FEDERAL TAXES | $901 | $0 | $0 |
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