HAGEMAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-14
- IRS object ID
- 201901659349100325
- Schema version
- 2018v3.1
- 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
- Expenditure Responsibility Stmt
- 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 | 2019-06-14T15:47:19-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2192612000 | PhoneNum |
| Signature | 2019-06-07 | 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 | 2019-06-07 | 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 | 2019-06-07 | IPDt |
| IP Tm | 15:03:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA6A00A8BA6E40FE7B6B1229B8C5E3AFF04D80A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA6A00A8BA6E40FE7B6B1229B8C5E3AFF04D80A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,880,819 | 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 | $48,423 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,569 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,285 | 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 | $217 | 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 | $8,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $921 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,514 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,306 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,705,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,736,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,739,513 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,873,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,877,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,880,819 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,443 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,519 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $17,443 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,519 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,855,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,860,287 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,855,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,860,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,873,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,877,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,855,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,860,287 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,860,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MATTHEW ASIAN GROWTHAND INCOME INST'L | P | 2016-09-01 | 2018-12-18 | $50,150 | $66,783 | -$16,633 | -$16,633 |
| CAPITAL GAINS DIVIDENDS | P | $40,202 | $40,202 | $40,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,236 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,973,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046731 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,132 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,849,739 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,147 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,957,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046557 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,971,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $895,048 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033629 | DistributionYr5Rt |
| Total Distribution | 0.190172 | TotalDistributionRt |
| Average Distribution | 0.038034 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,045,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,784 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,479 | 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 | $589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $191 | OverpaymentAmt |
| Applied To ES Tax | $191 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | 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 | $1,947,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,076,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,076,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,045,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $589 | TotalTaxAmt |
| Distributable Before Adj | $101,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,666 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,905 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,905 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $574 | 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 | $101,092 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A GIRL'S GIFT INC | ||||||
| 3711 MAGENTA LANE UNIT 4 | INDIANAPOLIS | IN | 46214 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,000 |
| INDIANA AGRI INSTITUTE | ||||||
| 72 1/2 W MAIN STREET | DANVILLE | IN | 46122 | SO I | AG LEADERSHIP | $200 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 E 42ND STREET 400 | NEW YORK | NY | 10017 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| BOONE AND CROCKETT | ||||||
| 250 STATION DRIVE | MISSOULA | MT | 59801 | PC | GENERAL OPERATING FUND CONTRIBUTION | $6,465 |
| BOONE COUNTY FRATERNAL ORDER OF POLICE | ||||||
| PO BOX 432 | LEBANON | IN | 46052 | NC | CHRISTMAS WITH A COP PROGRAM TO RAISE MONEY FOR NEEDY FAMILIES IN BOONE COUNTY | $500 |
| CHERISH | ||||||
| 493 WESTFIELD ROAD SUITE C | NOBLESVILLE | IN | 46060 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| CHRISTAMORE HOUSE INC | ||||||
| 502 N TREMONT STREET | INDIANAPOLIS | IN | 46222 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| COLLEGE PARK BAPTIST CHURCH | ||||||
| 2606 W 95TH STREET | INDIANAPOLIS | IN | 46268 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| CONNER PRAIRIE | ||||||
| 13400 ALLISONVILLE ROAD | FISHERS | IN | 46038 | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| EAST 91ST STREET CHRISTIAN CHURCH | ||||||
| 6049 E 91ST STREET | INDIANAPOLIS | IN | 46250 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| FAMILIES FIRST INDIANA INC | ||||||
| 615 N ALABAMA STREET SUITE 320 | INDIANAPOLIS | IN | 46204 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| FARM FOUNDATION | ||||||
| 1301 W 22ND STREET SUITE 615 | OAK BROOK | IL | 60523 | PC | ANNUAL FUND CONTRIBUTION | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE SUITE 300 | TALLAHASSEE | FL | 32310 | PC | JUSTIN SISSON CADET AWARD | $100 |
| GLEANERS FOOD BANK OF INDIANA | ||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | PC | GENERAL OPERATING FUND CONTRIBUTION | $700 |
| HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT | ||||||
| 347 S 8TH STREET SUITE A | NOBLESVILLE | IN | 46060 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| HAMILTON COUNTY LEADERSHIP ACADEMY | ||||||
| PO BOX 1414 | NOBLESVILLE | IN | 46061 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| HANDS OF HOPE | ||||||
| 14350 MUNDY DR SUITE 800 | NOBLESVILLE | IN | 46060 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,500 |
| HEAR INDIANA | ||||||
| 4740 KINGSWAY DR SUITE 33 | INDIANAPOLIS | IN | 46205 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| INDIANA 4H FOUNDATION | ||||||
| 615 W STATE STREET | WEST LAFAYETTE | IN | 47097 | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| INDIANA FFA FOUNDATION | ||||||
| PO BOX 9 | TRAFALGAR | IN | 46181 | PC | GENERAL OPERATING FUND CONTRIBUTION | $10,000 |
| INDIANA LEGAL SERVICES | ||||||
| 151 N DELAWARE ST SUITE 1850 | INDIANAPOLIS | IN | 46204 | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC | ||||||
| 1200 W WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,250 |
| IU FOUNDATION - CENTER FOR RE STUDIES | ||||||
| 1309 EAST 10TH STREET | BLOOMINGTON | IN | 47405 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| JASPER NEWTON FOUNDATION INC | ||||||
| PO BOX 295 | RENSSELAER | IN | 47978 | PC | PARKS FOR PEOPLE CAMPAIGN | $500 |
| LAFAYETTE GREAT BANQUET | ||||||
| 1310 EAST 3RD STREET | FOWLER | IN | 47944 | PC | SPRING BANQUET AND AWAKENING | $2,500 |
| PALESTINE CHRISTIAN CHURCH | ||||||
| 7275 W 400 N | WOLCOTT | IN | 47995 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| PURDUE CANCER RESEARCH | ||||||
| 201 S UNIVERSITY STREET | WEST LAFAYETTE | IN | 47907 | PC | CONTRIBUTION FOR PURDUE UNIVERSITY CENTER FOR CANCER RESEARCH | $2,500 |
| PURDUE UNIVERSITY | ||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47097 | PC | SUPERCOMPUTING FOR CANCER | $25,000 |
| REACH THE REST | ||||||
| PO BOX 1035 | RINGGOLD | GA | 30736 | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| REMINGTON FOOD PANTRY | ||||||
| PO BOX 322 | REMINGTON | IN | 47977 | PC | CONTRIBUTION IN HONOR OF CLARISSA MERCER MEMORIAL | $1,000 |
| RILEY CHILDREN'S FOUNDATION | ||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | PC | GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND | $50 |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||
| 435 LIMESTONE ST | INDIANAPOLIS | IN | 46202 | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| SERGE GLOBAL INC | ||||||
| 101 WEST AVENUE SUITE 305 | JENKINTOWN | PA | 19046 | GENERAL OPERATING FUND CONTRIBUTION | $225 | |
| ST MARY'S CHILD CENTER | ||||||
| 901 DR MARTIN LUTHER KING JR STREET | INDIANAPOLIS | IN | 46202 | PC | 2017 LUNCHEON | $1,500 |
| TRINITY FREE CLINIC | ||||||
| 1045 W 146TH ST SUITE B | CARMEL | IN | 46032 | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| UNIVERSITY OF WI - STEVENS POINT FOUNDATION | ||||||
| 2100 MAIN STREET SUITE 134 | STEVENS POINT | WI | 54481 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| VILLAGE OF MERICI | ||||||
| 5707 LAWTON LOOP EAST DR BOX 22 | INDIANAPOLIS | IN | 46216 | PC | GENERAL OPERATING FUND CONTRIBUTION | $350 |
| WHEELER MISSION | ||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | PC | GYM EQUIPMENT | $1,250 |
| WHEELER MISSION | ||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | PC | SUPPLIES FOR THANKSGIVING PIES | $1,739 |
| WHITE COUNTY REMC COMMUNITY FUND INC | ||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | PC | HAGEMAN & HARRINGTON SCHOLARSHIP | $3,500 |
| WHITE COUNTY REMC COMMUNITY FUND INC | ||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | PC | TC FOOD BACKPACK PROGRAM | $500 |
| CONSERVATIVE BAPTIST FOREIGN MISSION SOCIETY DBA WORLDVENTURE | ||||||
| 20 INVERNESS PI E | ENGLEWOOD | CO | 80112 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,479 | 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 | $45,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,709 | 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 | $48,423 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOONE COUNTY FRATERNAL ORDER OF POLICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 432 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-12-05 | GrantDt |
| Grant | $500 | GrantAmt |
| Purpose Of Grant | CHRISTMAS WITH A COP PROGRAM TO RAISE MONEY TO SUPPORT NEEDY FAMILIES AND HELP BUY CLOTHING FOR CHILDREN IN BOONE COUNTY. | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/13/19 | DatesOfReportsByGranteeTxt |
| Verification | 2019-05-13 | VerificationDt |
| Results Of Verification | NO AMOUNTS CONTRIBUTED TO THE BOONE COUNTY FRATERNAL ORDER OF POLICE WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPLE INC | AT COST | $12,887 | $18,298 |
| ARTISAN INTERNATIONAL ADV | AT COST | $62,000 | $56,431 |
| CARILLON REAMS CORE PLUS BOND | AT COST | $365,511 | $358,831 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | AT COST | $156,098 | $131,762 |
| DFA SHORT-TERM MUNI BOND PORT | AT COST | $38,300 | $38,262 |
| DODGE & COX INCOME | AT COST | $231,200 | $221,802 |
| JP MORGAN INFLATION MANAGED BOND SELECT | AT COST | $74,956 | $71,172 |
| LAZARD US EQTY CONCE NTRATED PRT | AT COST | $66,229 | $65,579 |
| NUANCE CONCENTRATED VALUE FUND | AT COST | $71,024 | $65,097 |
| OAKMARK INTERNATIONAL CL | AT COST | $83,100 | $82,649 |
| OAKMARK SELECT I | AT COST | $69,163 | $58,156 |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | AT COST | $166,543 | $168,208 |
| SPDR S&P 500 ETF TRUST UNIT SER I S&P | AT COST | $152,244 | $234,925 |
| TORTOISE MLP & PIPELINE FD INSTL | AT COST | $38,736 | $32,290 |
| VANGUARD SMALL-CAP INDEX ADMIRAL | AT COST | $48,900 | $58,637 |
| VICTORY GLOBAL NATURAL RESOURCES Y | AT COST | $50,209 | $28,074 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | AT COST | $49,400 | $49,340 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $217 | 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 | $45 | $0 | $0 |
| SUPPLIES | $244 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,484 | Amt |
| Net Investment Income | $8,484 | 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 | $921 | $921 | $0 |
| FEDERAL TAXES | $22 | $0 | $0 |
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