WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC (EIN 42-1121634)
- Tax period
- 2017-02-01 to 2018-01-31
- Filed
- 2018-06-14
- IRS object ID
- 201811659349100501
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-14T08:30:05-05:00 | ReturnTs |
| Tax Period End | 2018-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421029744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD&T CPAS AND ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 NORTH MAIN | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421121634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M AND DONNA J HOAGLIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3199865798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 ALTER CT | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52641 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID H CARRICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3199865798 | PhoneNum |
| Signature | 2018-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMMY K ALLIMAN CPA | PreparerPersonNm |
| PTIN | P00648364 | PTIN |
| Phone | 3193859718 | PhoneNum |
| Preparation | 2018-06-07 | 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 | $6,174,944 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,436 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,247,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,002 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $234,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,026 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,995 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,767 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,767 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,064 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $279,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $279,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,000 | CashBOYAmt |
| Cash EOY | $10,000 | CashEOYAmt |
| Cash EOYFMV | $10,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,830 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,002,603 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,950,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,825,811 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,062,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,031,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,298,303 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,084,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,033,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,174,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,084,494 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,033,357 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,084,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,033,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,084,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,033,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,084,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,137 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,033,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,033,357 | 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 |
|---|---|---|---|---|---|---|---|
| US BANK STOCK | P | 1988-01-01 | 2018-01-29 | $97,935 | $30,600 | $67,335 | $67,335 |
| US TREASURY NOTE | P | 2012-12-13 | 2017-11-30 | $1,150,000 | $1,153,253 | -$3,253 | -$3,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,082 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $287,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,689,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050548 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,821,130 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $287,172 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,955,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,703 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,734,590 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $267,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,635,021 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047495 | DistributionYr5Rt |
| Total Distribution | 0.243553 | TotalDistributionRt |
| Average Distribution | 0.048711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,045,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $294,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,063 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,567 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,398 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,125 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,125 | SubtotalAmt |
| Tax Based On Investment Income | $4,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,805 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID CARRICK | IndividualWithBooksNm |
| Phone | 3199865798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 ALTER COURT | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID H CARRICK | ||||||||
| 800 SOUTH ALTER CT | MT PLEASANT | IA | 52641 | TREASURER | 000.00 | $0 | $0 | $0 |
| DONNA HOAGLIN - DOD 5417 | ||||||||
| 202 S VAN BUREN | MT PLEASANT | IA | 52641 | FORMER PRESI | 000.00 | $0 | $0 | $0 |
| JOE REMICK | ||||||||
| 1330 SALEM RD | HILLSBORO | IA | 52630 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LARRY REMICK | ||||||||
| 31644 145TH ST | HILLSBORO | IA | 52630 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| NORMAN KISLING | ||||||||
| 28852 170TH ST | STOCKPORT | IA | 52651 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CARMEN HEATON | ||||||||
| 510 E WASHINGTON | MT PLEASANT | IA | 52641 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDING TO CONTINUE DEVELOPMENT, FURNISHING AND EQUIPING THE SPORTS COMPLEX, INCLUDING CONSTRUCTION OF DUG-OUTS, RESTROOMS, SHELTERS, CONCESSION STANDS, ETC. FOR THE CITY OF KEOSAUQUA FERGUSON SPORTS COMPLEX | Description1Txt |
| Expenses1 | $35,000 | Expenses1Amt |
| Description2 | ASSIST CHRISTAMORE FAMILY TREATMENT CENTER TO PROVIDE FUNDING FOR TWO NEW PROGRAMS AT MOUNT PLEASANT FACILITY. SCHOOL PROGRAM TO PROVIDE THEROPUDIC, EDUCATIONAL INTERVENTION FOR MIDDLE AND HIGH SCHOOL AGE KIDS; AND, RESIDENTIAL PROGRAM TO PROVIDE RESIDENTIAL TREATMENT SERVICES TO BOYS AND GIRLS AGES 11-17, AND TOTALLY RENOVATE GIRLS BATHROOM FACILITY. | Description2Txt |
| Expenses2 | $20,000 | Expenses2Amt |
| Description3 | TO ASSIST CITY OF FARMINGTON - FARMINGTON EMS TO UPDATE THE MONITOR IN "89-54" SO IT IS IDENTICAL TO OTHER RIG. THE CURRENT MONITOR/DEFIB IS OUT OF SERVICE AND NEEDS TO BE REPLACED. TO ASSIST WITH THE PURCHASE OF TWO "STAIR CHAIRS" TO BE USED IN EVACUATIONS. ASSIST IN REPLACING OF PERSONAL AND DEPARTMENT MOTOROLA MONITOR V PAGES SYSTEM. | Description3Txt |
| Expenses3 | $18,000 | Expenses3Amt |
| Description4 | PRESBYTERIAN FOUNDATION - ANNUAL DONATION. | Description4Txt |
| Expenses4 | $17,890 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,963,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,138,007 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,138,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,045,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,125 | TotalTaxAmt |
| Distributable Before Adj | $298,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,172 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $323,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,398 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $282,398 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $282,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $279,334 | UndistributedIncomePYAmt |
| Qualifying Distributions | $282,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $279,334 | AppliedToYear1Amt |
| Applied To Current Year | $3,064 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $320,108 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID CARRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 791 | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3199865798 | RecipientPhoneNum |
| Form And Info And Materials | OFFICIAL GRANT APPLICATION CAN BE OBTAINED BY CONTACTING ANY BOARD MEMBER OF THE BOARD OF DIRECTORS. COMPLETED APPLICATION ARE TO BE DIRECTED TO WILLIAM M AND DONNA J HOAGLIN FOUNDATION, INC. AT PO BOX 791, MT PLEASANT, IA 52641-0791. SEE ATTACHED GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE BOARD OF DIRECTORS MEET ON THE THIRD MONDAY OF JULY AND THE THIRD MONDAY OF JANUARY TO CONSIDER | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S PURPOSE IS TO: A. PROMOTE THE LITERARY AND EDUCATIONAL WELFARE OF PEOPLE IN HENRY COUNTY AND VAN BUREN COUNTY; B. FOSTER SELF IMPROVEMENT, SELF RELIANCE, AND INDIVIDUAL INITIATIVE; C. PROMOTE CHARITABLE PURPOSES; D. PROMOTE THE GOAL OF CONSERVING OUR LAND AND NATURAL WILDLIFE; AND, E. PROMOTE HISTORIC PRESERVATION. TO BE AWARDED A GRANT FROM THE FOUNDATION THE FUNDS MUST BE USED TO ACCOMPLISH ONE OF THE ITEMS LISTED ABOVE AND INVOLVE RESIDENTS OF EITHER HENRY OR VAN BUREN COUNTIES IN IOWA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BIRMINGHAM VOLUNTEER FIRE DEPT | |||||||||
| LOCAL | BIRMINGHAM | IA | 52535 | NONE | PC | FIRE STATION UPGRADES | $5,343 | ||
| CHRISTAMORE FAMILY TREATMENT CENTER | |||||||||
| 905 S IRIS | MT PLEASANT | IA | 52641 | NONE | PC | GIRLS BATHROOM RENOVATION & PROGRAM | $20,000 | YOUNG HOUSE FAMILY SERVICES | |
| CITY OF KEOSAUQUA IOWA | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | GOV | ASSIST IN FUNDING "SPORTS COMPLEX" | $35,000 | ||
| FARMINGTON PUBLIC LIBRARY | |||||||||
| 205 ELM PO BOX 472 | FARMINGTON | IA | 52626 | NONE | PC | FUNDING FOR SUMMER READING PROGRAM | $3,900 | ||
| MIDWEST OLD SETTLERS & THRESHERS | |||||||||
| 405 E THRESHERS RD | MT PLEASANT | IA | 52641 | NONE | PC | ASSIST IN HEADQUARTERS BLDG FUNDING | $10,000 | ASSOCIATION | |
| MT PLEASANT CHRISTIAN SCHOOL | |||||||||
| 1505 E WASHINGTON STREET | MT PLEASANT | IA | 52641 | NONE | PC | REPLACE EXISTING STUDENT COMPUTERS | $7,500 | ||
| PRESBYTERIAN FOUNDATION | |||||||||
| LOCAL | MT PLEASANT | IA | 52641 | NONE | PC | ANNUAL DONATION | $17,890 | ||
| SOUTHEAST IOWA SYMPHONY ORCHESTRA | |||||||||
| 601 N MAIN ST | MT PLEASANT | IA | 52641 | NONE | PC | ASSIST IN 2017 KIDS SYMPHONY COSTS | $2,000 | ||
| THE ARC OF JEFFERSON AND | |||||||||
| LOCAL | BRIGHTON | IA | 52540 | NONE | PC | ASSIST IN PROVIDING CAMPERSHIPS | $2,000 | NEARBY COUNTIES | |
| VAN BUREN CHILD ABUSE PREVENTION | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | PC | SUPPORT "SAFE & HEALTHY KIDS FAIR" | $4,000 | COUNCIL | |
| VAN BUREN COUNTY HOSPITAL | |||||||||
| 304 FRANKLIN ST | KEOSAUQUA | IA | 52565 | NONE | GOV | PURCHASE BREAST PUMPS & PRENATAL EDU | $5,710 | PARENTS AS TEACHERS | |
| VILLAGES FOLK SCHOOL | |||||||||
| PO BOX 532 | KEOSAUQUA | IA | 52565 | NONE | PC | FUNDING CLASS SCHOLARSHIPS | $5,000 | 809 1ST ST | |
| VILLAGES OF VAN BUREN INC | |||||||||
| PO BOX 9 | KEOSAUQUA | IA | 52565 | NONE | PC | PRINTING OF 25,000 VISITORS GUIDES | $7,650 | 809 1ST ST | |
| BONAPARTE PUBLIC LIBRARY | |||||||||
| 602 SECOND ST | BONAPARTE | IA | 52620 | NONE | PC | SHELVING, BOOKS, DVD & COMPUTER LAB | $6,000 | PO BOX 158 | |
| IOWA WESLEYAN UNIVERSITY | |||||||||
| 601 N MAIN STREET | MT PLEASANT | IA | 52641 | NONE | PC | NEW PRESENTATION EQUIPMENT | $10,823 | ||
| DOVER HISTORICAL SOCIETY | |||||||||
| 213 W MAIN ST | NEW LONDON | IA | 52645 | NONE | PC | ASSIST IN MURAL COSTS TO PROMOTE MUS | $5,000 | ||
| SALEM PUBLIC LIBRARY | |||||||||
| LOCAL | SALEM | IA | 52649 | NONE | PC | PURCHASE 10 COMPUTERS | $12,000 | ||
| CANTRIL FIRE DEPARTMENT | |||||||||
| LOCAL | CANTRIL | IA | 52542 | NONE | GOV | UPGRADE GRASS FIRE GEAR & OTHER GEAR | $15,000 | ||
| VAN BUREN CO HOSPITAL | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | GOV | EQUIP TO PROVIDE ADD'L INFANT ROOM | $6,273 | CHILD CARE CENTER & PRESCHOOL | |
| MILTON HERITAGE SOCIETY INC | |||||||||
| LOCAL | MILTON | IA | 52570 | NONE | PC | BUILDING IMPROVEMENTS | $7,500 | ||
| LEWELLING QUAKER MUSUEM | |||||||||
| LOCAL | SALEM | IA | 52649 | NONE | PC | BUILDING IMPROVINGS | $11,000 | ||
| FARMINGTON EMERGENCY RESPONDERS | |||||||||
| LOCAL | FARMINGTON | IA | 52626 | NONE | PC | REPLACE PAGING SYSTEM | $4,000 | ASSOCIATION | |
| BONAPARTE FIRE DEPARTMENT | |||||||||
| LOCAL | BONAPARTE | IA | 52620 | NONE | PC | ASSIST IN REPLACEMENT OF TURNOUT GEA | $5,000 | ||
| BONAPARTE FIRST RESPONDERS | |||||||||
| LOCAL | BONAPARTE | IA | 52620 | NONE | PC | FURNISHING EMS VEHICLE | $4,000 | ||
| HILLSBORO FIRE | |||||||||
| LOCAL | HILLSBORO | IA | 52630 | NONE | PC | PURCHASE ITEM TO IMPROVE SAFETY | $10,000 | ||
| NEW LONDON JUNIOR BASEBALL ASSOC | |||||||||
| PO BOX 50 | NEW LONDON | IA | 52645 | NONE | PC | UPGRADES TO GROUNDS AT BALLFIELDS | $15,000 | ||
| BONAPARTE COMMUNITY IMPROVEMENT ASS | |||||||||
| LOCAL | BONAPARTE | IA | 52620 | NONE | PC | UPDATES AT FORMER ELEMENTARY SCHOOL | $7,500 | ||
| CITY OF FARMINGTON | |||||||||
| LOCAL | FARMINGTON | IA | 52626 | NONE | GOV | REFOREST PARK AT INDIAN LAKE PARK | $5,000 | ||
| VAN BUREN COUNTY CONSERVATION BOARD | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | GOV | RESTORATION OF MUSIC HALL BUILDING | $15,245 | ||
| FARMINGTON EMS - CITY OF FARMINGTON | |||||||||
| LOCAL | FARMINGTON | IA | 52626 | NONE | GOV | PURCHASE TO TWO STAIR CHAIRS | $14,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $279,334 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,436 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $64,082 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISC INCOME | $2 |
| REFUND OF GRANT | $25,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $209,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,002 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,028 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,995 | Amt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIPER JAFFRAY COMPANIES STOCK | $12,204 | $62,579 |
| US BANCORP STOCK | $1,019,448 | $3,235,724 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,950,875 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,825,811 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $678 | $678 |
| POSTAGE | $113 | $113 |
| OFFICE SUPPLIES | $278 | $278 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISC INCOME | $2 |
| REFUND OF GRANT | $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2016 BALANCE DUE | $447 | $447 |
| 2017 ESTIMATES | $2,320 | $2,320 |