Nonprofit · EIN 42-1121634
WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC
Tax-exempt · MT PLEASANT, IA 52641
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $219,741 | $232,022 | -$12,281 | $3,250,652 | $0 | $3,250,652 |
| January 31, 2025 | 990-PF | $131,788 | $239,338 | -$107,550 | $3,262,933 | $0 | $3,262,933 |
| January 31, 2024 | 990-PF | $130,112 | $239,492 | -$109,380 | $3,370,483 | $0 | $3,370,483 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $98,407
- Interest
- $118,643
- Other income
- $2,691
Expenses
- Grants and similar amounts paid
- $225,000
- Disbursements for charitable purposes
- $227,623
- Excise tax on investment income
- $2,981
Balance sheet and other
- Total assets, start of year
- $3,262,933
- Total assets, end of year
- $3,250,652
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,250,652
- Fair market value of assets
- $5,194,940
- Qualifying distributions
- $227,623
- Net investment income
- $217,050
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY HUDSON PO BOX 791, MT PLEASANT, IA 52641 | TREASURER | 1 | $0 |
| JOE REMICK PO BOX 791, MT PLEASANT, IA 52641 | PRESIDENT | 1 | $0 |
| LARRY REMICK PO BOX 791, MT PLEASANT, IA 52641 | VICE PRESIDE | 1 | $0 |
| CARMEN HEATON PO BOX 791, MT PLEASANT, IA 52641 | SECRETARY | 1 | $0 |
| RACHEL REMICK JANUARY 2026 PO BOX 791, MT PLEASANT, IA 52641 | SECRETARY | 1 | $0 |
990-PF for the year ended January 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY HUDSON PO BOX 791, MT PLEASANT, IA 52641 | TREASURER | 1 | $0 |
| JOE REMICK PO BOX 791, MT PLEASANT, IA 52641 | PRESIDENT | 1 | $0 |
| LARRY REMICK PO BOX 791, MT PLEASANT, IA 52641 | VICE PRESIDE | 1 | $0 |
| CARMEN HEATON PO BOX 791, MT PLEASANT, IA 52641 | SECRETARY | 1 | $0 |
990-PF for the year ended January 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY HUDSON PO BOX 791, MT PLEASANT, IA 52641 | TREASURER | 1 | $0 |
| JOE REMICK PO BOX 791, MT PLEASANT, IA 52641 | PRESIDENT | 1 | $0 |
| LARRY REMICK PO BOX 791, MT PLEASANT, IA 52641 | VICE PRESIDE | 1 | $0 |
| CARMEN HEATON PO BOX 791, MT PLEASANT, IA 52641 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 791, MT PLEASANT, IA 52641-0791
- In care of
- % DAVID H CARRICK TREASURER
- Signed the 990-PF
- TRACY HUDSON, TREASURER
- Phone
- (319) 878-3300
- Return prepared by
- TDT CPAS AND ADVISORS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1121634
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,250,652
- Income (IRS master file)
- $219,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $219,741 | $232,022 | $3,250,652 | XML |
| 990-PF | January 2025 | $131,788 | $239,338 | $3,262,933 | XML |
| 990-PF | January 2024 | $130,112 | $239,492 | $3,370,483 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1121634).
Questions about WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC
- What is the EIN of WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC is 42-1121634.
- Is WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC?
- The 990-PF for the year ended January 31, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does WILLIAM M AND DONNA J HOAGLIN FOUNDATION INC have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $219,741, expenses of $232,022 and total assets of $3,250,652 at year end.
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