HAGEMAN FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HAGEMAN FOUNDATION INC (EIN 20-5274525)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201112239349100501
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-11T06:02:23-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reed & Company PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1128 | AddressLine1 |
| City | Lafayette | City |
| State | IN | State |
| ZIP Code | 479021128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205274525 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hageman Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAGE | NameControl |
| Phone | 2192613444 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4746 West US Hwy 24 | AddressLine1 |
| City | Remington | City |
| State | IN | State |
| ZIP Code | 47977 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE J HAGEMAN | Name |
| Title | DIR, PRES, TREA | Title |
| Date Signed | 2011-08-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles E Wolpert | Name |
| Phone | 7657424141 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 800368 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 26 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 26 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 14642 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14642 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 14642 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 16593 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 545211 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16593 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 9939 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 31261 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31261 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 24607 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1410 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 1410 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 6426 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6416 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 10 | OtherProfFeesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 190 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 190 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8026 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6606 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1420 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 8600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 8600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16626 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6606 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1420 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14635 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24655 | NetInvestmentIncome |
| Adjusted Net Income | 23187 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 201495 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 252829 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 260402 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 502374 | InvestmentsOtherBOY |
| Investments Other EOY | 465675 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 539966 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 703869 | TotalAssetsBOY |
| Total Assets EOY | 718504 | TotalAssetsEOY |
| Total Assets EOYFMV | 800368 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 703869 | RetainedEarningsBOY |
| Retained Earnings EOY | 718504 | RetainedEarningsEOY |
| Total Net Assets BOY | 703869 | TotalNetAssetsBOY |
| Total Net Assets EOY | 718504 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 703869 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 718504 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 703869 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14635 | ExcessOfRevenueOverExpenses |
| Subtotal | 718504 | Subtotal |
| Total Net Assets Fund Balances EOY | 718504 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16593 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 9939 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 493 | InvestmentIncomeExciseTax |
| Subtotal | 493 | Subtotal |
| Tax Based On Investment Income | 493 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 906 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 906 | TotalCreditsAndPayments |
| Overpayment | 413 | Overpayment |
| Amount Credited To Next Year | 413 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sandra Hageman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2192613101 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4746 West US Hwy 24 | AddressLine1 |
| City | Remington | City |
| State | IN | State |
| ZIP Code | 47977 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SHANE HAGEMAN | ||||||
| 8652 E 900 N | REMINGTON | IN | 47977 | DIRECTOR | 0.00 | 0 |
| SARA HAGEMAN SCHENCK | ||||||
| 6042 DIVISION RD | WAYNETOWN | IN | 47990 | DIRECTOR | 0.00 | 0 |
| SANDRA L HAGEMAN | ||||||
| 8652 E 900 N | REMINGTON | IN | 47977 | DIR., VP, SECR. | 0.00 | 0 |
| STEVE J HAGEMAN | ||||||
| 147 Dunham Ranch Rd | Sulphur Bluff | TX | 75481 | DIR, PRES, TREA | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 866108 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43154 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 909262 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 909262 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13639 | CashDeemedCharitable |
| Net Noncharitable Assets | 895623 | NetNoncharitableAssets |
| Minimum Investment Return | 44781 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44781 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 493 | TaxBasedOnInvestmentIncome |
| Total Tax | 493 | TotalTax |
| Distributable Amount Before Adj | 44288 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 44288 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 44288 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8600 | ExpensesAndContributions |
| Qualifying Distributions | 8600 | QualifyingDistributions |
| Adj Qualifying Distributions | 8600 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44288 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 4405 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6729 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 18395 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 29529 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8600 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8600 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 29529 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 29529 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 6159 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVE J HAGEMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 208 S LASALLE ST STE 1500 | CHICAGO | IL | 60604 | 501(c)(3) | GENERAL FUND | $2,500 |
| ST JUDES CHILDREN'S HOSPITAL | ||||||
| PO BOX 1893 | MEMPHIS | TN | 38101 | 501(c)(3) | GENERAL FUND | $2,500 |
| GRACE ON WINGS | ||||||
| PO BOX 455 | PLAINFIELD | IN | 46168 | 501(c)(3) | GENERAL FUND | $1,000 |
| PURDUE FOUNDATION | ||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 47906 | 501(c)(3) | GENERAL FUND | $1,600 |
| FOOD RESOURCE BANK | ||||||
| 4479 CENTRAL AVENUE | WESTERN SPRINGS | IL | 60558 | 501(c)(3) | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 8600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 26 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14642 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16593 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 31261 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31261 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,410 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 1410 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT | Description |
| Revenue And Expenses Per Books | 190 | RevenueAndExpensesPerBooks |
| Net Investment Income | 190 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| SECRETARY OF STATE | $10 | 0 | 10 | 0 |
| INVESTMENT FEES | $6,416 | 6416 | 0 | 0 |
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