HAGEMAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-13
- IRS object ID
- 201801649349100510
- Schema version
- 2017v2.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-13T14:15:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | 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 | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,104,214 | 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 | $53,239 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,531 | 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 | $108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,996 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $586 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,582 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,582 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,427 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,818,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,705,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,936,787 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,895,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,873,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,104,214 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,352 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,443 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,443 | 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 | $1,872,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,855,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,872,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,855,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,895,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,873,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,872,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $700 | OtherIncreasesAmt |
| Subtotal | $1,855,797 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,855,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES FUND CL I | P | 2014-01-14 | 2017-12-07 | $50,527 | $57,761 | -$7,234 | -$7,234 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | P | 2014-01-14 | 2017-12-07 | $22,000 | $20,702 | $1,298 | $1,298 |
| LAZARD US EQTRY CONCENTRATED PRT INST SHS | P | 2016-09-01 | 2017-12-07 | $2,000 | $1,871 | $129 | $129 |
| NUANCE CONCENTRATED VALUE FUND INSTL | P | 2016-09-01 | 2017-12-07 | $8,900 | $7,676 | $1,224 | $1,224 |
| OAKMARK SELECT INVESTOR CL | P | 2016-09-01 | 2017-12-07 | $11,200 | $9,338 | $1,862 | $1,862 |
| UBS AG JERSEY BRH E TRACS LKD TO ALERIAN | P | 2014-01-14 | 2017-10-10 | $33,105 | $49,928 | -$16,823 | -$16,823 |
| WILLIAM BLAIR MACRO ALLOCATION FUND CL I | P | 2015-12-15 | 2017-12-07 | $58,274 | $55,836 | $2,438 | $2,438 |
| CAPITAL GAINS DIVIDENDS | P | $14,479 | $14,479 | $14,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,627 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,849,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051971 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,147 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,957,754 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046557 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,971,859 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011284 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $895,048 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033629 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $736,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011536 | DistributionYr5Rt |
| Total Distribution | 0.154977 | TotalDistributionRt |
| Average Distribution | 0.030995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,973,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,456 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,515 | 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 | $279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $537 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $537 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $258 | OverpaymentAmt |
| Applied To ES Tax | $258 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | ||||||||
| 8652 E 900 N | REMINGTON | IN | 47977 | PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| SANDRA L HAGEMAN | ||||||||
| 8652 E 900 N | REMINGTON | IN | 47977 | 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 | ||||||||
| 8652 E 900 N | REMINGTON | IN | 47977 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHANY JACKSON | ||||||||
| 1110 N EAST STREET | LEBANON | IN | 46052 | 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 | $1,942,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,003,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,003,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,973,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $279 | TotalTaxAmt |
| Distributable Before Adj | $98,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,236 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,011 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,011 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $504 | 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 | $97,905 | 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 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 | $1,250 |
| AGRI INSTITUTE | ||||||
| 72 1/2 W MAIN STREET | DANVILLE | IN | 46122 | SO I | AG LEADERSHIP | $250 |
| BOONE AND CROCKETT | ||||||
| 250 STATION DRIVE | MISSOULA | MT | 59801 | PC | GENERAL OPERATING FUND CONTRIBUTION | $4,965 |
| CASANA | ||||||
| 416 LINCOLN AVENUE 2ND FLOOR | PITTSBURGH | PA | 15209 | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| CHERISH | ||||||
| 493 WESTFIELD ROAD SUITE C | NOBLESVILLE | IN | 46060 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| CORNERSTONE LUTHERAN CHURCH | ||||||
| 4850 E MAIN ST | CARMEL | IN | 46033 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| CROSS SPUR COWBOY CHURCH | ||||||
| PO BOX 684 | SULPHUR SPRINGS | TX | 75483 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| EAST 91ST STREET CHRISTIAN CHURCH | ||||||
| 6049 E 91ST STREET | INDIANAPOLIS | IN | 46250 | 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 |
| FREEDOM INTERNATIONAL MINISTRIES | ||||||
| 2905 E 46TH ST | INDIANAPOLIS | IN | 46205 | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| GLEANERS FOOD BANK OF INDIANA | ||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | PC | GENERAL OPERATING FUND CONTRIBUTION | $600 |
| HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT | ||||||
| 347 S 8TH STREET SUITE A | NOBLESVILLE | IN | 46060 | PC | GENERAL OPERATING FUND CONTRIBUTION | $5,000 |
| HAMILTON COUNTY LEADERSHIP ACADEMY | ||||||
| PO BOX 1414 | NOBLESVILLE | IN | 46061 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| HIM BY HER | ||||||
| PO BOX 52 | INDIANAPOLIS | IN | 46055 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,250 |
| INDIANA 4H FOUNDATION | ||||||
| 615 W STATE STREET | WEST LAFAYETTE | IN | 47097 | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| INDIANA FFA FOUNDATION | ||||||
| PO BOX 9 | TRAFALGAR | IN | 46181 | PC | GENERAL OPERATING FUND CONTRIBUTION | $10,000 |
| IU FOUNDATION - CENTER FOR RE STUDIES | ||||||
| 1309 EAST 10TH STREET | BLOOMINGTON | IN | 47405 | PC | GENERAL OPERATING FUND CONTRIBUTION | $2,500 |
| LAFAYETTE GREAT BANQUET | ||||||
| 1310 EAST 3RD STREET | FOWLER | IN | 47944 | PC | SPRING BANQUET AND AWAKENING | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 9075 N MERIDIAN ST SUITE 150 | INDIANAPOLIS | IN | 46260 | PC | STUDENTS OF THE YEAR CAMPAIGN | $250 |
| PALESTINE CHRISTIAN CHURCH | ||||||
| 7275 W 400 N | WOLCOTT | IN | 47995 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| PETSMART CHARITIES | ||||||
| 19601 N 27TH AVE | PHOENIX | AZ | 85027 | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| 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 | $500 |
| PURDUE UNIVERSITY | ||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | PC | YOUTH DEVELOPMENT AND AGRICULTURAL EDUCATION FACULTY RECURITMENT BRIDGE FUND | $25,000 |
| PURDUE RESEARCH FOUNDATION | ||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | PC | MORGAN AND KATE BURKE ATHLETIC SCHOLARSHIP | $1,000 |
| 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 | $2,500 |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||
| 435 LIMESTONE ST | INDIANAPOLIS | IN | 46202 | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| SHANNON OAKS CHURCH | ||||||
| 1113 E SHANNON ROAD | SULPHUR SPRINGS | TX | 75482 | PC | CONTRIBUTION IN HONOR OF PRESTON INGRAM | $765 |
| ST AUGUSTINE UNIVERSITY PARISH | ||||||
| 135 HICKORY ST | PLATTEVILLE | WI | 53818 | PC | ALISON THOMPSON SUPPORT | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | GENERAL OPERATING FUND CONTRIBUTION | $200 |
| ST MARY'S CHILD CENTER | ||||||
| 901 DR MARTIN LUTHER KING JR STREET | INDIANAPOLIS | IN | 46202 | PC | 2017 LUNCHEON | $2,500 |
| SULPHUR BLUFF SCHOLARSHIP FOUNDATION | ||||||
| BOX 2 | SULPHUR BLUFF | TX | 75481 | PC | GENERAL OPERATING FUND CONTRIBUTION | $235 |
| TRADER'S POINT CHRISTIAN CHURCH | ||||||
| 6590 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | 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 | $500 |
| WHITE COUNTY COMMUNITY FOUNDATION | ||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | PC | HAGEMAN & HARRINGTON SCHOLARSHIP | $3,500 |
| WISCONSIN CHAPTER-MAKE A WISH FOUNDATION | ||||||
| 103 ASPEN GLEN DRIVE | SPRING GREEN | WI | 53588 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,515 | 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 | $36,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,929 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SANDRA & STEVE HAGEMAN CLAT | |||||||
| 1 | 11790 SYCAMORE ST | ZIONSVILLE | IN | 46077 | $40,352 | Yes (X) | |
| SHANE AND JANA HAGEMAN | |||||||
| 2 | 601 ALVERNA DRIVE | INDIANAPOLIS | IN | 46260 | $12,887 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 116 SHARES OF APPLE STOCK | NoncashPropertyDesc |
| Fair Market Value | $20,181 | FairMarketValueAmt |
| Received | 2017-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $19,631 |
| ARTISAN INTERNATIONAL ADV | AT COST | $62,000 | $69,314 |
| CARILLON REAMS CORE PLUS BOND | AT COST | $365,600 | $364,337 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | AT COST | $154,298 | $165,887 |
| DFA SHORT-TERM MUNI BOND PORT | AT COST | $38,300 | $38,225 |
| DODGE & COX INCOME | AT COST | $226,000 | $224,826 |
| JP MORGAN INFLATION MANAGED BOND SELECT | AT COST | $39,456 | $38,153 |
| LAZARD US EQTY CONCE NTRATED PRT | AT COST | $66,229 | $77,892 |
| MATTHEW ASIAN GROWTH AND INCOME INST'L | AT COST | $66,783 | $63,217 |
| NUANCE CONCENTRATED VALUE FUND | AT COST | $71,024 | $77,640 |
| OAKMARK INTERNATIONAL CL | AT COST | $83,100 | $115,620 |
| OAKMARK SELECT I | AT COST | $69,163 | $81,225 |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | AT COST | $160,143 | $193,193 |
| SPDR S&P 500 ETF TRUST UNIT SER I S&P | AT COST | $152,244 | $250,848 |
| TORTOISE MLP & PIPELINE FD INSTL | AT COST | $39,477 | $39,504 |
| VANGUARD SMALL-CAP INDEX ADMIRAL | AT COST | $48,900 | $65,639 |
| VICTORY GLOBAL NATURAL RESOURCES Y | AT COST | $50,209 | $51,636 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $108 | 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 | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT FOR NONDIVIDEND DISTRIBUTION ADJUSTMENT | Desc |
| Amt | $700 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,996 | Amt |
| Net Investment Income | $7,996 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $586 | Amt |
| Net Investment Income | $586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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