The Hagan Scholarship Foundation, Dan Hagan Ttee in Columbia, Missouri (MO)

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The Hagan Scholarship Foundation, Dan Hagan Ttee
Employer Identification Number (EIN)686260880
Name of OrganizationThe Hagan Scholarship Foundation
Secondary NameDan Hagan Ttee
In Care of NameDan Hagan
AddressPO BOX 1225, Columbia, MO 65205-1225
SubsectionEducational Organization
Ruling Date04/2008
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1 to $9,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$94,356,759
Amount of Income$39,139,652
Form 990 Revenue Amount$22,321,657
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $39,139,652 (it was $22,321,657 in 2011)
The Hagan Scholarship Foundation, Dan Hagan Ttee: 

 $39,139,652
Other organizations performing similar types of work: 

 $97,434

Assets in 2012: $94,356,759 (it was $55,735,862 in 2011)
This organization: 

 $94,356,759
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$22,321,657$1,091,315$1,091,315
Contributions, gifts, grants, etc., received$21,230,342
Interest on savings and temporary cash investments$0
Dividends and interest from securities$1,091,315
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$131,942$7,876$7,971$123,971
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$27,784$7,876$19,813
Contributions, gifts, grants paid$104,158
Excess of revenue over expenses and disbursements$22,189,715
Net investment income$1,083,439
Adjusted net income$1,083,344
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$55,735,862$64,438,686
Cash - non-interest-bearing$16,081
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$55,719,781
Total liabilities$0
Total liabilities and net assets/fund balances$55,735,862
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$10,834
Total credits and payments$0
Any penalty for underpayment of estimated tax$260
Tax due$11,094
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?Yes
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?Yes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$44,816,618
Net value of noncharitable-use assets$44,144,360
Minimum investment return$2,207,218
Distributable Amount (for 2011)
Distributable amount$0
Undistributed Income (for 2011)
Distributable amount for 2011$0
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$1,083,344$802,594$300,444$0$2,186,382
Qualifying distributions made directly for active conduct of exempt activities$492,930$87,948$55$0$580,933
Value of all assets$1$0$0$0$1
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$1,471,479$819,908$251,431$0$2,542,818
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Hagan Scholarship Foundation, Dan Hagan TteePO BOX 1225, Columbia, MO 65205-1225MO2008-04$39,139,652
2Threshold Of Hope3959 Huckle Dr, Springfield, MO 65809-8903MO2006-02$16,284,116
3The Ballmann Family Private FoundationPO BOX 387, St Louis, MO 63166-0387MO1994-02$5,416,394
4South St Joseph Progressive Association IncPO BOX 4174, Saint Joseph, MO 64504-0174MO2006-07$3,603,509
5The Judge Cleveland F Moulton Christmas Poor Fund Tr118 W 47th St, Kansas City, MO 64112-1601MO2009-03$3,469,208
6Sander Foundation524 High Hampton Rd, St Louis, MO 63124-1014MO2005-02$3,288,526
7Ruth Reynolds Chritable TrustPO BOX 11356, Clayton, MO 63105-0156MO2007-05$3,132,943
8Sayers Foundation Inc1100 N Lindbergh Blvd, Saint Louis, MO 63132-2914MO2010-07$2,846,712
9W Emil Forman Charitable Trust Acco No 08709-01 Dtd 9-11-00PO BOX 419248, Kansas City, MO 64141-6248MO2001-12$2,105,681
10Tammy Stratman Brown Charities Ta 05152003, Stratman Carl K Et Al Ttee680 B Parr Road, Wentzville, MO 63385-2990MO2004-08$2,078,162
11Burrows Family Foundation, Stephen B Daiker Ttee16 Carrswold Dr, Saint Louis, MO 63105-2914MO2009-09$1,467,865
12William S Anheuser Familyfoundation Inc7733 Forsyth Blvd Ste 500, Saint Louis, MO 63105-1817MO2008-02$1,435,404
13Thomas Campbell TrustPO BOX 11356, Clayton, MO 63105-0156MO2007-09$1,301,563
14Residuary Trust Under Maxine Hillesland Trust Dated 71601 As12555 Manchester Rd, Saint Louis, MO 63131-3710MO2011-06$1,273,901
15The Frick Family Foundation Inc444 W 47th St Ste 900, Kansas City, MO 64112-1906MO2007-06$1,126,090
16William J Haggerty Jr Scholarship Foundation, Christine H Demarea Ttee4801 Main Street, Kansas City, MO 64112-2929MO2009-04$1,022,022
17Sherman Family Foundation5306 Sunset Dr, Kansas City, MO 64112-2358MO2006-11$951,095
18Vernon A Ohlendorf Charitable And Scholarship Trust135 N Meramec Ave Fl 3, Clayton, MO 63105-3751MO2009-02$950,394
19Potthoff Fam Foundation, Gerald A Potthoff Et Al Ttee424 S Woods Mill Rd Ste 325, Chesterfield, MO 63017-3479MO2011-06$743,675
20Umb Financial Corporationcharitable FoundationPO BOX 415044, Kansas City, MO 64141-5044MO2007-11$675,324
21The@lewis E Peckham And Mary V Peckham Foundation12555 Manchester Rd, St Louis, MO 63131-3710MO2007-09$606,859
22The@lesley A Waldheim Charitable Foundation, Waldheim Lesley A Et Al Ttee600 Washington Ave Ste 2500, Saint Louis, MO 63101-1311MO2003-05$475,920
23The@lloyd R Wallace Charitable Foundation217 Main Street, Braymer, MO 64624MO2004-04$433,469
24Wishful Wings James S Barnett Jr Memorial FoundationPO BOX 415044, Kansas City, MO 64141-5044MO1999-06$432,006
25School Trust Uw Ivy J TrimmerPO BOX 11356, Clayton, MO 63105-0156MO2007-07$420,461
26The Gilbert Foundation609 S Warson Rd, Saint Louis, MO 63124-1254MO1996-02$389,628
27S&s Campbell Charitable Foundation1551 Wall St Ste 220, Saint Charles, MO 63303-3541MO2004-11$379,671
28Roy Creasey Trust, Jerome W Seigfreid Ttee108 N Jefferson St, Mexico, MO 65265-2765MO2009-06$356,105
29Ronald S Saks Charitable Foundation, Balestra Emily Saks Ttee6450 San Bonita Ave, Saint Louis, MO 63105-3118MO2010-05$334,403
30The Steve And Linda Finerty Family Foundation20 Algonquin Ln, St Louis, MO 63119-3502MO2000-08$303,722
Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana147
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,865

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