WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC (EIN 42-1121634)
- Tax period
- 2016-02-01 to 2017-01-31
- Filed
- 2017-06-13
- IRS object ID
- 201711649349100216
- Schema version
- 2016v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-13T14:20:55-05:00 | ReturnTs |
| Tax Period End | 2017-01-31 | 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 | 2016-02-01 | 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 | 2017-06-12 | 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 | 2017-06-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | EAEF60479818725E5025E18C1E66B65AF0C8A52B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E281AA5297327A144FF8F8621DBF88A7370D791 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,095,484 | 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 | $76,451 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,451 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,730 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $230,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,701 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,710 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,701 | 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 | $24,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,639 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,002,603 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,002,603 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,957,077 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,107,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,062,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,118,768 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,143,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,084,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,095,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,143,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,084,494 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,143,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,084,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,143,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,084,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,143,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,452 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,084,494 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,084,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US BANCORP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1995-01-01 | AcquiredDt |
| Sold | 2017-01-27 | SoldDt |
| Gross Sales Price | $132,575 | GrossSalesPriceAmt |
| Cost Or Other Basis | $45,411 | CostOrOtherBasisAmt |
| Gain Or Loss | $87,164 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $87,164 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,164 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,457 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,821,130 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $287,172 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,955,481 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048220 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,703 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,734,590 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,633 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,635,021 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,788 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,298,261 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049033 | DistributionYr5Rt |
| Total Distribution | 0.242038 | TotalDistributionRt |
| Average Distribution | 0.048408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,689,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $275,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $289,883 | 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 | $2,287 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,287 | SubtotalAmt |
| Tax Based On Investment Income | $2,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $447 | 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 | ||||||||
| 202 S VAN BUREN | MT PLEASANT | IA | 52641 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JOE REMICK | ||||||||
| 1330 SALEM RD | HILLSBORO | IA | 52630 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| LARRY REMICK | ||||||||
| 31644 145TH ST | HILLSBORO | IA | 52630 | DIRECTOR | 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 | ASSIST IN CONSTRUCTION OF NEW CITY SWIMMING POOL IN THE CITY OF WINFIELD TO BE OPERATED BY CITY OF WINFIELD. | Description1Txt |
| Expenses1 | $40,000 | Expenses1Amt |
| Description2 | ASSIST SALEM FIRE AND RESCUE ASSOCIATION IN PURCHASING NEW "RAPID RESPONSE, QUICK ATTACK, RESCUE UNIT TRUCK, REPLACING A 22 YEAR OLD UNIT. | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
| Description3 | TO ASSIST CITY OF KEOSAUQUA IN CREATING A NEW "SPORTS COMPLEX" CONSISTING OF FOUR LITTLE LEAGUE AND ONE ADULT BASEBALL FIELDS, AND ADDITIONAL FACILITIES. | Description3Txt |
| Expenses3 | $25,000 | Expenses3Amt |
| Description4 | CHRISTAMORE FAMILY TREATMENT CENTER, ADDITIONAL ASSISTANCE TO REPLACE ROOF OF MT PLEASANT CENTER OF CHIRSTAMORE FAMILY TREATMENT CENTER. | Description4Txt |
| Expenses4 | $20,000 | 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 | $5,695,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,776,196 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,776,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,689,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,287 | TotalTaxAmt |
| Distributable Before Adj | $282,191 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,191 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,883 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $289,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,287 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $287,596 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $287,026 | UndistributedIncomePYAmt |
| Qualifying Distributions | $289,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $287,026 | AppliedToYear1Amt |
| Applied To Current Year | $2,857 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $279,334 | 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 JULY TO CONSIDER APP | 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 (32 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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN LEGION POST 147 | |||||||||
| 10459 PEARL AVENUE | STOCKPORT | IA | 52651 | NONE | PC | ASSIST IN "FREEDOM ROCK" PURCHASE | $5,000 | ||
| BIRMINGHAM VOLUNTEER FIRE DEPT | |||||||||
| LOCAL | BIRMINGHAM | IA | 52535 | NONE | PC | PURCHASE PHILLIPS HEART START | $1,295 | ||
| CANTRIL VOLUNTEER FIRE DEPT | |||||||||
| LOCAL | CANTRIL | IA | 52542 | NONE | PC | UPDATE "FIRE APPARATUS" | $6,900 | ||
| CHRISTAMORE FAMILY TREATMENT CENTER | |||||||||
| 905 S IRIS | MT PLEASANT | IA | 52641 | NONE | PC | ADD'L FUNDS TO ASSIST IN ROOF REPLAC | $20,000 | YOUNG HOUSE FAMILY SERVICES | |
| CITY OF KEOSAUQUA IOWA | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | GOV | ASSIST IN FUNDING "SPORTS COMPLEX" | $25,000 | ||
| FARMINGTON PUBLIC LIBRARY | |||||||||
| 205 ELM PO BOX 472 | FARMINGTON | IA | 52626 | NONE | PC | PURCHASE THREE YEAR PROGRAM | $4,300 | ||
| HEALTHY HENRY COUNTY COMMUNITIES | |||||||||
| 407 SOUTH WHITE ST | MT PLEASANT | IA | 52641 | NONE | PC | PRODUCTION OF DIRECTORY OF COMM SERV | $2,400 | ||
| MIDWEST OLD SETTLERS & THRESHERS | |||||||||
| 405 E THRESHERS RD | MT PLEASANT | IA | 52641 | NONE | PC | "THREATRE MUSEUM" REHAB & REPAIRS | $10,000 | ASSOCIATION | |
| MIDWEST OLD SETTLERS AND THRESHERS | |||||||||
| 405 E THRESHERS RD | MT PLEASANT | IA | 52641 | NONE | PC | MUSEUM A RENOVATION & EXPANSION | $5,000 | ASSOCIATION | |
| MT PLEASANT ATHLETIC BOOSTER CLUB | |||||||||
| PO BOX 795 | MT PLEASANT | IA | 52641 | NONE | PC | UPDATE LIGHTING SYSTEM AT MAPLELEAF | $10,000 | INC | |
| MT PLEASANT CHRISTIAN SCHOOL | |||||||||
| 1505 E WASHINGTON STREET | MT PLEASANT | IA | 52641 | NONE | PC | ASSIST IN REPLACING PLAYGROUND EQUIP | $10,000 | ||
| MT PLEASANT GIRLS SOFTBALL | |||||||||
| 1672 W HIGHLAND DR | MT PLEASANT | IA | 52641 | NONE | PC | PURCHASE NEW JD 1200A BUNKER & RAKE | $12,000 | ASSOCIATION | |
| PRESBYTERIAN FOUNDATION | |||||||||
| LOCAL | MT PLEASANT | IA | 52641 | NONE | PC | ANNUAL DONATION | $14,403 | ||
| SOUTHEAST IOWA SYMPHONY ORCHESTRA | |||||||||
| 601 N MAIN ST | MT PLEASANT | IA | 52641 | NONE | PC | ASSIST IN 2016 KIDS SYMPHONY COSTS | $1,500 | ||
| STOCKPORT VOLUNTEER FIRE DEPT | |||||||||
| LOCAL | STOCKPORT | IA | 52651 | NONE | GOV | TRUCK FOR FIGHTING GRASS FIRES | $12,000 | ||
| THE ARC OF JEFFERSON AND | |||||||||
| LOCAL | BRIGHTON | IA | 52540 | NONE | PC | ASSIST IN PROVIDING CAMPERSHIPS | $1,000 | NEARBY COUNTIES | |
| THE VAN BUREN COUNTY HISTORIC | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | GOV | PRINTING "VILLAGES OF THE PAST" | $1,540 | PRESERVATION COMMISSION | |
| VAN BUREN CHILD ABUSE PREVENTION | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | PC | SUPPORT "SAFE & HEALTHY KIDS FAIR" | $3,000 | COUNCIL | |
| VAN BUREN COUNTY HOSPITAL | |||||||||
| 304 FRANKLIN ST | KEOSAUQUA | IA | 52565 | NONE | GOV | FUNDING FOR "NEST INCENTIVE PROGRAM" | $2,800 | PARENTS AS TEACHERS | |
| VAN BUREN COUNTY TRAILS ASSOC INC | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | PC | FUNDING SECTION 2 OF RIVERFRONT TRAI | $10,000 | ||
| VILLAGES FOLK SCHOOL | |||||||||
| PO BOX 532 | KEOSAUQUA | IA | 52565 | NONE | PC | FUNDING 2017 SCHOOL YOUTH PROGRAM | $4,000 | 809 1ST ST | |
| VILLAGES OF VAN BUREN INC | |||||||||
| PO BOX 9 | KEOSAUQUA | IA | 52565 | NONE | PC | PRINTING OF 35,000 VISITORS GUIDES | $4,700 | 809 1ST ST | |
| BONAPARTE PUBLIC LIBRARY | |||||||||
| 602 SECOND ST | BONAPARTE | IA | 52620 | NONE | PC | PURCHASE "BOOK SYSTEMS ATRIUM AUTO" | $6,000 | PO BOX 158 | |
| HENRY COUNTY HERITAGE TRUST | |||||||||
| 203 NORTH WHITE STREET | MT PLEASANT | IA | 52641 | NONE | PC | 3-STOP INCLINED PLATFORM LIFT | $19,000 | PO BOX 333 | |
| IOWA WESLEYAN UNIVERSITY | |||||||||
| 601 N MAIN STREET | MT PLEASANT | IA | 52641 | NONE | PC | ENHANCE AREA AROUND HARLAN STATUE | $15,000 | ||
| VAN BUREN CHILD ABUSE PREVENTION | |||||||||
| LOCAL | KEOSAUQUA | IA | 52565 | NONE | PC | SUPPORT "SAFE & HEALTHY KIDS FAIR" | $3,000 | ||
| SALEM FIRE & RESCUE ASSOCIATION | |||||||||
| LOCAL | SALEM | IA | 52649 | NONE | PC | PURCHASE NEW "RAPID RESPONSE TRUCK" | $25,000 | ||
| CITY OF STOCKPORT | |||||||||
| LOCAL | STOCKPORT | IA | 52651 | NONE | PC | PARK PLAYGROUND & FITNESS EQUIPMENT | $7,200 | ||
| DOVER HISTORICAL SOCIETY | |||||||||
| 213 W MAIN ST | NEW LONDON | IA | 52645 | NONE | PC | ASSIST WITH COSTS OF PRESERVATION | $750 | ||
| SALEM EAST CEMETERY | |||||||||
| 1805 SALEM RD | SALEM | IA | 52649 | NONE | PC | CEMETERY MAINTENANCE | $4,500 | ||
| WINFIELD COMMUNITY DEVELOPMENT | |||||||||
| 115 NORTH LOCUST | WINFIELD | IA | 52659 | NONE | PC | ASSIST IN CONSTRUCTION NEW CITY POOL | $40,000 | GROUP | |
| VAN BUREN EDUCATION FOUNDATION | |||||||||
| 503 HENRY STREET | KEOSAUQUA | IA | 52565 | NONE | GOV | GENERAL USE | $50 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,338 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,451 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $87,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISC INCOME | $1 |
| TAX REFUND | $1,729 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $228,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,730 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,431 | 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 | $1,710 | Amt |
| Disbursements Charitable Prps | $1,710 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIPER JAFFRAY COMPANIES STOCK | $12,204 | $47,799 |
| US BANCORP STOCK | $1,050,048 | $3,070,969 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,002,603 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,957,077 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $578 | $578 |
| POSTAGE | $148 | $148 |
| OFFICE SUPPLIES | $109 | $109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISC INCOME | $1 |
| TAX REFUND | $1,729 |