Katherine L Hageman Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,918
Expenses
$38,424
Net Income
$4,494
Net Assets
$573,696
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,445
17.3%
Sales of Assets $35,473
82.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,194
89.0%
Compensation of Officers* $3,732
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $573,696
Total Liabilities $0
Net Assets $573,696
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $3,732 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,791
Expenses
$33,769
Net Income
$24,022
Net Assets
$569,203
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,638
13.2%
Sales of Assets $50,053
86.6%
Other Income $100
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,993
91.8%
Compensation of Officers* $3,507
10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,203
Total Liabilities $0
Net Assets $569,203
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $3,507 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,392
Expenses
$34,459
Net Income
-$24,067
Net Assets
$545,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,327
80.1%
Sales of Assets $1,144
11.0%
Other Income $921
8.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,086
93.1%
Compensation of Officers* $3,164
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $545,181
Total Liabilities $0
Net Assets $545,181
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $3,164 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,060
Expenses
$39,580
Net Income
-$40,640
Net Assets
$569,248
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,101
Sales of Assets -$7,161
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,553
89.8%
Compensation of Officers* $3,239
8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,248
Total Liabilities $0
Net Assets $569,248
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $3,239 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,457
Expenses
$35,761
Net Income
$40,696
Net Assets
$609,887
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,066
5.3%
Sales of Assets $72,391
94.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,398
90.6%
Compensation of Officers* $3,881
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $609,887
Total Liabilities $0
Net Assets $609,887
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $3,881 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,542
Expenses
$34,794
Net Income
-$252
Net Assets
$569,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,650
22.1%
Sales of Assets $26,892
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,031
92.1%
Compensation of Officers* $3,078
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,190
Total Liabilities $1
Net Assets $569,189
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $3,078 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,500
Expenses
$35,665
Net Income
$12,835
Net Assets
$569,442
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,381
21.4%
Sales of Assets $36,503
75.3%
Other Income $1,616
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,096
92.8%
Compensation of Officers* $3,425
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,443
Total Liabilities $1
Net Assets $569,442
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $3,425 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,922
Expenses
$35,390
Net Income
-$5,468
Net Assets
$495,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,622
38.8%
Sales of Assets $18,300
61.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,352
91.4%
Compensation of Officers* $3,292
9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $495,394
Total Liabilities $0
Net Assets $495,394

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,978
Expenses
$39,230
Net Income
$17,748
Net Assets
$500,865
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,638
31.0%
Sales of Assets $39,340
69.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,855
88.8%
Compensation of Officers* $3,351
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $500,865
Total Liabilities $0
Net Assets $500,865

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,741
Expenses
$31,634
Net Income
-$2,893
Net Assets
$483,124
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,638
47.5%
Sales of Assets $14,845
51.7%
Other Income $258
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,003
91.7%
Compensation of Officers* $35,058
> 100%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $483,124
Total Liabilities $0
Net Assets $483,124

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,376
Expenses
$32,975
Net Income
-$11,599
Net Assets
$486,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,731
64.2%
Sales of Assets $7,645
35.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,393
89.1%
Compensation of Officers* $3,037
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $486,018
Total Liabilities $0
Net Assets $486,018

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,430
Expenses
$32,011
Net Income
$21,419
Net Assets
$497,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,626
33.0%
Sales of Assets $34,997
65.5%
Other Income $807
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,285
88.4%
Compensation of Officers* $3,162
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $497,617
Total Liabilities $0
Net Assets $497,617

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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