HOAGLAND FAM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOAGLAND FAM FOUNDATION (EIN 37-6374337)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-01-30
- IRS object ID
- 201400309349100005
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-30T17:07:36-06:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJ SCHLOSSER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 E CENTER DR | AddressLine1 |
| City | ALTON | City |
| State | IL | State |
| ZIP Code | 620025931 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376374337 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOAGLAND FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOAG | NameControl |
| Phone | 6184656134 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 HAWTHORNE DRIVE | AddressLine1 |
| City | ALTON | City |
| State | IL | State |
| ZIP Code | 62002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARL K HOAGLAND JR | Name |
| Title | TRUSTEE | Title |
| Phone | 6184656134 | Phone |
| Date Signed | 2014-01-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID M BARTOSIAK | Name |
| Phone | 6184657717 | Phone |
| Date Prepared | 2014-01-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 413801 | 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 |
| Dividends Rev And Expnss | 10501 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10501 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 10501 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10501 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 685 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 685 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 358 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 358 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 358 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 116 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 15 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1159 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 358 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 358 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 700 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16406 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16406 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17565 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 358 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 358 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17106 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7064 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10143 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6533 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7544 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7544 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 363393 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 359119 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 406257 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 369926 | TotalAssetsBOY |
| Total Assets EOY | 366663 | TotalAssetsEOY |
| Total Assets EOYFMV | 413801 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 97 | AccountsPayableBOY |
| Accounts Payable EOY | 101 | AccountsPayableEOY |
| Total Liabilities BOY | 97 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 101 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 369829 | UnrestrictedBOY |
| Unrestricted EOY | 366562 | UnrestrictedEOY |
| Total Net Assets BOY | 369829 | TotalNetAssetsBOY |
| Total Net Assets EOY | 366562 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 369926 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 366663 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 369829 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7064 | ExcessOfRevenueOverExpenses |
| Other Increases | 3797 | OtherIncreases |
| Subtotal | 366562 | Subtotal |
| Total Net Assets Fund Balances EOY | 366562 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14335 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 311259 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046055 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5405 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 322069 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.016782 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8395 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 281172 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029857 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9230 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 230233 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040090 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19305 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 353276 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054646 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.187430 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037486 | AverageDistributionRatio |
| Net Noncharitable Assets | 372470 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13962 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 101 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14063 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17106 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 101 | InvestmentIncomeExciseTax |
| Subtotal | 101 | Subtotal |
| Tax Based On Investment Income | 101 | TaxBasedOnInvestmentIncome |
| Tax Due | 101 | TaxDue |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | 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 Person Name | KARL K HOAGLAND JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6184656134 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 HAWTHORNE DRIVE | AddressLine1 |
| City | ALTON | City |
| State | IL | State |
| ZIP Code | 62002 | 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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KARL K HOAGLAND JR | ||||||||
| 91 HAWTHORNE DRIVE | ALTON | IL | 62002 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ANNE N HOAGLAND | ||||||||
| 91 HAWTHORNE DRIVE | ALTON | IL | 62002 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 372975 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5167 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 378142 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 378142 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5672 | CashDeemedCharitable |
| Net Noncharitable Assets | 372470 | NetNoncharitableAssets |
| Minimum Investment Return | 18624 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18624 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 101 | TaxBasedOnInvestmentIncome |
| Total Tax | 101 | TotalTax |
| Distributable Amount Before Adj | 18523 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 18523 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 18523 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17106 | ExpensesAndContributions |
| Qualifying Distributions | 17106 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 101 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17005 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18523 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 2597 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 2597 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17106 | QualifyingDistributions |
| Applied To Current Year | 17106 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 1417 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1417 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1180 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1180 | ExcessDistriCyovFromYear5 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL K HOAGLAND JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ORCAS ISLAND CHAMBER | ||||||
| MUSIC FESITVAL | PO BOX 646 | EASTSOUND | WA | 98245 | UNRESTRICTED | $1,000 |
| SAN JUAN PRESERVATION | ||||||
| TRUST | PO BOX 327 | LOPEZ ISLAND | WA | 98261 | UNRESTRICTED | $200 |
| JOHN BURROUGHS SCHOOL | ||||||
| 755 S PRICE ROAD | ST LOUIS | MO | 63124 | UNRESTRICTED | $100 | |
| ORCAS ISLAND MEDICAL | ||||||
| CENTER | 1286 MT BAKER ROAD | EASTSOUND | WA | 98245 | UNRESTRICTED | $100 |
| ST ANTHONY'S FOUNDATION | ||||||
| 1 SAINT ANTHONYS WAY | ALTON | IL | 62002 | UNRESTRICTED | $100 | |
| ORCAS CENTER | ||||||
| 917 MT BAKER ROAD | EASTSOUND | WA | 98245 | UNRESTRICTED | $400 | |
| THE SALVATION ARMY | ||||||
| 525 ALBY | ALTON | IL | 62002 | UNRESTRICTED | $100 | |
| OASIS WOMENS CENTER | ||||||
| 111 MARKET STREET | ALTON | IL | 62002 | UNRESTRICTED | $200 | |
| CRISIS FOOD CENTER | ||||||
| 21 E 6TH STREET | ALTON | IL | 62002 | UNRESTRICTED | $200 | |
| MARQUETTE CATHOLIC HIGH | ||||||
| SCHOOL | 219 E 4 TH STREET | ALTON | IL | 62002 | CAPITAL CAMPAIGN | $1,000 |
| PRIDE INC | ||||||
| 5800 GODFREY ROAD | GODFREY | IL | 62035 | UNRESTRICTED | $100 | |
| OREGON EPISCOPAL SCHOOL | ||||||
| 6300 SW NICOL ROAD | PORTLAND | OR | 97223 | UNRESTRICTED | $100 | |
| SAN DOMENICO SCHOOL | ||||||
| 1500 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | UNRESTRICTED | $100 | |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | UNRESTRICTED | $35 | |
| EPISCOPAL CHURCH OF ST PETER | ||||||
| AND ST PAUL | 1795 JOHNSON FERRY ROAD | MARIETTA | GA | 30062 | UNRESTRICTED | $100 |
| THE FUNHOUSE COMMONS | ||||||
| 30 PEA PATCH LANE | EASTSOUND | WA | 98245 | UNRESTRICTED | $1,100 | |
| ORCAS ISLAND CHILDREN'S HOUSE | ||||||
| 36 PEA PATCH LANE | EASTSOUND | WA | 98245 | UNRESTRICTED | $200 | |
| EMMANUEL EPISCOPAL CHURCH | ||||||
| ON ORCAS ISLAND | 242 MAIN STREET | EASTSOUND | WA | 98245 | UNRESTRICTED | $3,000 |
| ALTON MEMORIAL HEALTH SERVICE | ||||||
| FOUNDATION | 1 MEMORIAL DRIVE | ALTON | IL | 62002 | UNRESTRICTED | $100 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| FOURTH ALBY STREETS | ALTON | IL | 62002 | UNRESTRICTED | $100 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||
| 10 EAST THIRD STREET | ALTON | IL | 62002 | UNRESTRICTED | $8,071 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16406 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,501 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,501 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10501 | 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 | TAX PREPARATION | Category |
| Amount | $685 | Amount |
| Disbursements Charitable Prps | 685 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| KARL K HOAGLAND JR |
| ANNE N HOAGLAND |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4000 - EMERSON ELECTRIC CO | 196459 | 267960 |
| 4865 - WEYERHAUSER CO | 162660 | 138297 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATION OF GIFTED STOCK | Description |
| Amount | $3,797 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST FEES | Category |
| Amount | $358 | Amount |
| Net Investment Income | 358 | NetInvestmentIncome |
| Adjusted Net Income | 358 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| ILLINOIS FILING FEE | $15 | 15 |
| FEDERAL EXCISE TAX | $101 |