HAGEMAN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349103587
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T17:05:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 8910 PURDUE ROAD SUITE 600 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA HAGEMAN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2192612000 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A FLINCHUM | PreparerPersonNm |
| PTIN | P00004265 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,829,764 | 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 | $28,022 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $478,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,783 | 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 | $2,508 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,928 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,630 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $553 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,210 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,595 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,890,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,873,191 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,770,169 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,032,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,932,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,829,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,032,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,932,786 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,032,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,932,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,032,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,932,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,032,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $550 | OtherIncreasesAmt |
| Subtotal | $1,984,746 | SubtotalAmt |
| Other Decreases | $51,960 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,932,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABERDEEN ASIA BOND INSTL CLASS | P | 2015-03-17 | 2015-09-01 | $46,404 | $48,500 | -$2,096 | -$2,096 |
| BLACKROCK STRATEGIC INCOME OPPRTSI INSTL | P | 2014-09-29 | 2015-03-17 | $56,500 | $56,943 | -$443 | -$443 |
| FID CONSERVATIVE INCOME BOND FUND | P | 2014-08-21 | 2015-03-17 | $46,254 | $46,300 | -$46 | -$46 |
| JPMORGAN INFLATION MANAGED BOND SELECT | P | 2014-08-06 | 2015-03-17 | $4,400 | $4,559 | -$159 | -$159 |
| WHITEBOX TACTICAL OPPORTUNITIES INSTL | P | 2015-03-17 | 2015-12-15 | $5,009 | $6,100 | -$1,091 | -$1,091 |
| ACADIAN EMERGING MARKETS PORT INSTL | P | 2014-01-14 | 2015-08-28 | $82,480 | $89,400 | -$6,920 | -$6,920 |
| AQR MANAGED FUTURES FUND CL I | P | 2014-01-14 | 2015-03-17 | $10,000 | $9,017 | $983 | $983 |
| BAIRD MID CAP INSTL CLASS SHS | P | 2014-01-14 | 2015-06-22 | $9,900 | $8,987 | $913 | $913 |
| BOSTON PARTNERS LONGSHORT RESEARCH INSTL | P | 2014-01-14 | 2015-03-17 | $7,200 | $6,720 | $480 | $480 |
| HUBER CAPITAL SMALL CAP VALUE FD INSTL | P | 2014-01-14 | 2015-06-22 | $6,200 | $6,423 | -$223 | -$223 |
| ISHARES CORE S&P MID-CAP ETF | P | 2012-05-24 | 2015-03-17 | $33,097 | $20,852 | $12,245 | $12,245 |
| IVA WORLDWIDE FUND CL I | P | 2014-01-14 | 2015-03-17 | $7,600 | $7,630 | -$30 | -$30 |
| MATTHEW ASIAN GROWTH AND INCOME INSTL | P | 2014-01-14 | 2015-03-17 | $39,200 | $40,617 | -$1,417 | -$1,417 |
| OAKMARK SELECT I | P | 2014-01-14 | 2015-06-22 | $4,400 | $4,300 | $100 | $100 |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | P | 2014-01-14 | 2015-06-22 | $25,900 | $23,457 | $2,443 | $2,443 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | P | 2014-01-14 | 2015-06-22 | $11,658 | $10,095 | $1,563 | $1,563 |
| VANGUARD INTL EQUITYINDEX FDS FTSE EMERG | P | 2010-09-23 | 2015-03-17 | $6,873 | $7,602 | -$729 | -$729 |
| WHITEBOX TACTICAL OPPORTUNITIES INSTL | P | 2014-01-14 | 2015-12-15 | $61,516 | $82,000 | -$20,484 | -$20,484 |
| CAPITAL GAINS DIVIDENDS | P | $13,836 | $13,836 | $13,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,075 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,971,859 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $895,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $736,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011536 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $756,037 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088951 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $895,623 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009602 | DistributionYr5Rt |
| Total Distribution | 0.155002 | TotalDistributionRt |
| Average Distribution | 0.031000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,957,754 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,690 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,470 | 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 | $323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,243 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,243 | TotalPaymentsAndCreditsAmt |
| Overpayment | $920 | OverpaymentAmt |
| Applied To ES Tax | $920 | 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 | 8910 PURDUE RD STE 600 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | 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 | ||||||||
| 147 DUNHAM RANCH RD | SULPHUR BLUFF | TX | 75481 | 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 | $1,899,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,987,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,987,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,957,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $323 | TotalTaxAmt |
| Distributable Before Adj | $97,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $323 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,147 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $90,327 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,327 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,143 | 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 | $96,422 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LAFAYETTE GREAT BANQUET | ||||||
| 1310 EAST 3RD STREET | FOWLER | IN | 47944 | PC | SPRING BANQUET AND AWAKENING | $5,000 |
| WHITE COUNTY COMMUNITY FOUNDATION | ||||||
| PO BOX 1154 | MONTICELLO | IN | 47960 | PC | HAGEMAN & HARRINGTON SCHOLARSHIP | $2,000 |
| SULPHUR BLUFF SCHOLARSHIP FOUNDATION | ||||||
| BOX 2 | SULPHUR BLUFF | TX | 75481 | PC | PROVIDING SCHOLARSHIPS TO GRADUATES OF SULPHUR BLUFF HIGH SCHOOL TO ATTEND COLLEGE | $40,930 |
| RHI SPORTS PROGRAM | ||||||
| 4141 SHORE DRIVE | INDIANAPOLIS | IN | 46254 | SO I | EMMANUAL DUNCAN'S STRIKE FORCE | $400 |
| GLEANERS FOOD BANK OF INDIANA | ||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,600 |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||
| 435 LIMESTONE ST | INDIANAPOLIS | IN | 46202 | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| WOUNDED WARRIORS FAMILY SUPPORT | ||||||
| 920 S 107TH AVENUE SUITE 250 | OMAHA | NE | 68114 | PC | GENERAL OPERATING FUND CONTRIBUTION | $500 |
| FOOD BANK OF NORTHWEST INDIANA | ||||||
| 2248 W 35TH AVENUE | GARY | IN | 46408 | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| HUMANE SOCIETY OF INDIANAPOLIS | ||||||
| 7929 N MICHIGAN RD | INDIANAPOLIS | IN | 46268 | PC | GENERAL OPERATING FUND CONTRIBUTION | $150 |
| LINCOLN AVENUE BAPTIST CHURCH | ||||||
| PO BOX 2704 | WOODWARD | OK | 73802 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| SHANNON OAKS CHURCH | ||||||
| 1113 E SHANNON ROAD | SULPHUR SPRINGS | TX | 75482 | PC | CONTRIBUTION IN HONOR OF PRESTON INGRAM | $690 |
| RILEY CHILDREN'S FOUNDATION | ||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | PC | GIFT SUPPORTING RILEY CHILDREN'S FOUNDATION FUND | $200 |
| KANSAS FFA FOUNDATION INC | ||||||
| 110 UMBERGER HALL | MANHATTAN | KS | 66506 | PC | GENERAL OPERATING FUND CONTRIBUTION | $250 |
| INSTITUTE FOR AFFORDABLE TRANSPORTATION | ||||||
| 5868 E 71ST ST E199 | INDIANAPOLIS | IN | 46220 | PC | CONTRIBUTION FOR THE CONTINUED DEVELOPMENT OF BUSINESS IN AFRICA AND THE BUV BUSINESS-AS-MISSION MODEL. | $1,000 |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,000 |
| THE V FOUNDATION FOR CANCER RESEARCH | ||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | PC | GENERAL OPERATING FUND CONTRIBUTION | $100 |
| RONALD MCDONALD HOUSE CHARITIES OF MADISON | ||||||
| 2716 MARSHALL COURT | MADISON | WI | 53705 | PC | CONTRIBUTION IN HONOR OF HINNERK WOLTERS | $500 |
| TRADER'S POINT CHRISTIAN CHURCH | ||||||
| 6590 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | PC | GENERAL OPERATING FUND CONTRIBUTION | $1,500 |
| FRANKLIN COUNTY HANDICAPABLE RODEO | ||||||
| PO BOX 501 | MT VERNON | TX | 75457 | PC | SPONSORSHIP | $200 |
| IU FOUNDATION | ||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | PC | CONTRIBUTION TO THE JEFFREY D. FISHER FUND FOR THE BENECKI CENTER FOR REAL ESTATE STUDIES | $2,500 |
| FARM FOUNDATION | ||||||
| 1301 W 22ND STREET SUITE 615 | OAK BROOK | IL | 60523 | SO II | ANNUAL FUND CONTRIBUTION | $5,000 |
| SPECIAL OLYMPICS FLORIDA - BAY COUNTY | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | PC | WATER SPORTS PROGRAMS DONATION | $1,200 |
| INDIANA FFA FOUNDATION | ||||||
| PO BOX 9 | TRAFALGAR | IN | 46181 | PC | GENERAL OPERATING FUND CONTRIBUTION | $10,000 |
| REACH THE REST | ||||||
| PO BOX 1035 | RINGGOLD | GA | 30736 | PC | GENERAL OPERATING FUND CONTRIBUTION | $10,000 |
| PURDUE RESEARCH FOUNDATION | ||||||
| 201 S UNIVERSITY STREET | WEST LAFAYETTE | IN | 47907 | PC | CONTRIBUTION FOR PURDUE UNIVERSITY CENTER FOR CANCER RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,470 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,708 | 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 Person | SANDRA STEVE HAGEMAN CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 DUNHAM RANCH ROAD | AddressLine1Txt |
| City | SULPHUR BLUFF | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,022 | 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 | $4,715 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P MIDCAP 400 INDEX ETF | AT COST | $0 | $0 |
| SPDR TR SER 1 ETF S&P DEP | AT COST | $0 | $0 |
| VANGUARD | AT COST | $0 | $0 |
| MLP INFRASTRUCTURE UNDEX | AT COST | $0 | $0 |
| FID CONSERVATIVE INCOME BOND FUND | AT COST | $0 | $0 |
| AQR MANAGED FUTURES FUND | AT COST | $72,984 | $71,030 |
| ACADIAN EMERGING MARKETS PORT INSTL | AT COST | $0 | $0 |
| HUBER CAPITAL SMALL CAP VALUE FD INSTL | AT COST | $68,677 | $55,290 |
| BAIRD MID CAP INSTL CLASS SHS | AT COST | $59,112 | $58,799 |
| BLACKROCK STRATEGIC INCOME OPPRTSI INSTL | AT COST | $97,457 | $92,622 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | AT COST | $175,000 | $152,948 |
| DODGE & COX INCOME | AT COST | $196,000 | $188,566 |
| OAKMARK SELECT I | AT COST | $63,800 | $61,525 |
| IVA WORLDWIDE FUND | AT COST | $106,970 | $98,412 |
| JP MORGAN INFLATION MANAGED BOND SELECT | AT COST | $50,241 | $47,776 |
| MATTHEW ASIAN GROWTH AND INCOME INST'L | AT COST | $56,383 | $48,484 |
| ROBECO BOSTON PRTNS LG/SH RESEARCH INSTL | AT COST | $75,380 | $77,996 |
| RS GLOBAL NATURAL RESOURCES FUND | AT COST | $111,000 | $64,270 |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | AT COST | $131,543 | $130,983 |
| SCOUT CORE PLUS BOND FUND | AT COST | $238,500 | $232,352 |
| WHITEBOX TACTICAL OPPORTUNITIES INSTL | AT COST | $0 | $0 |
| ARTISAN INTERNATIONAL ADV | AT COST | $37,000 | $34,229 |
| OAKMARK INTERNATIONAL CL | AT COST | $47,700 | $44,434 |
| WILLIAM BLAIR MACRO ALLOCATION FUND CL I | AT COST | $66,200 | $65,795 |
| SPDR S&P 500 ETF TRUST UNIT SER I S&P | AT COST | $169,315 | $210,598 |
| UBS AG JERSEY BRH E TRACS LKD TO ALERIAN | AT COST | $49,929 | $34,060 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,508 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $51,960 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $90 | $0 | $0 |
| SUPPLIES | $194 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF NON-DEDUCTIBLE PORTION OF CHARITABLE CONTRIBUTION | Desc |
| Amt | $550 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,928 | Amt |
| Net Investment Income | $6,928 | 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 | $553 | $553 | $0 |
| FEDERAL TAXES | $8,077 | $0 | $0 |
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