William M & Donna J Hoaglin

Private foundation · Grantmaker Mt Pleasant, IA EIN: 42-1121634

William M & Donna J Hoaglin is a private foundation based in Mt. Pleasant, Iowa. Its stated purpose is to support charitable activities involving residents of Henry or Van Buren County, Iowa, including education, self-improvement, conservation, and historic preservation.

Key facts about William M & Donna J Hoaglin

In short: William M & Donna J Hoaglin gave $225K across 28 grants in 2026 (avg $8K), mostly in Iowa. Source: 2026 IRS Form 990-PF.

EIN
42-1121634
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$225,000
Grants made (2026)
28
Average grant
$8,036
Median grant
$6,000
Total assets
$3,250,652
Primary geography
Iowa (95% of itemized 2026 grant dollars)
How to apply
The 2025 filing says an official grant application can be obtained by contacting any board member. Full details ↓
Deadline
The filing states that the board meets on the third Monday of July and the third Monday of January to consider…

Data from IRS Form 990-PF, 2026; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$3.3M

-0.4% YoY

Annual Giving

$225K

-1.1% YoY

Grant Count

28

+7.7% YoY

Avg Grant Size

$8K

-8.2% YoY

Under IRS private-foundation payout rules, William M & Donna J Hoaglin reported a distributable amount of $234K for 2026 — the minimum it must pay out in qualifying distributions.

How William M & Donna J Hoaglin gives

  • 30% of 2026 grantees were also funded in 2025. Method
  • Giving held roughly steady from 2023 to 2026 (−18%). Method
  • In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s stated purposes are to promote the literary and educational welfare of people in Henry and Van Buren counties; foster self-improvement, self-reliance, and individual initiative; promote charitable purposes; conserve land and natural wildlife; and promote historic preservation. Grant funds must support one of these purposes and involve residents of Henry or Van Buren County.

Its 2026 grants included support for playground equipment, fire apparatus, historic-home repairs, community recreation facilities, a food bank, and hospital equipment. Among its grantees, the Swedish Heritage Society Foundation describes its own mission as preserving Swedish-American heritage and interpreting its significance for the present and future.

Grantmaking

In filing year 2026, the foundation reported 28 grants totaling $225,000. Awards ranged from $2,051 to $25,000, with a median grant of $6,000. Notable grants included $25,000 to the City of Mount Pleasant Parks & Recreation for playground equipment; $22,500 to Birmingham Fire to replace fire apparatus; $15,000 each to Lewelling Quaker Museum for repairs to the historic Lewelling Home and Midwest Old Threshers for restrooms; and $12,500 each to Engage Keosauqua for its “1st Street Courts” project and Preserve Oakland Mills for a pedestrian-bridge repair.

Review Cycle

The filing states that the board meets on the third Monday of July and the third Monday of January to consider applications. The July 2026 meeting date has passed.

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Geographic Focus

Where this funder awards grants

The foundation’s stated grantmaking requirement is that funded work involve residents of Henry or Van Buren County, Iowa. In filing year 2026, 95% of grant dollars went to recipients in Iowa and 5% to recipients in Indiana.

Grant Distribution by State

2states

Share of 2026 grant dollars across all 28 itemized grants.

States

Cities

KeosauquaMount PleasantFarmingtonStockportBonaparteBirminghamSalemNew LondonCantrilMiltonHillsboroJeffersonvilleBrightonMoraviaMount UnionSwedesburgWaylandWinfield

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K29 grants2020 28 grants2021 1 grant2022 1 grant2023 27 grants2024 26 grants2025 28 grants2026

From 2020 to 2026, annual grant giving ranged from $225K (2026) to $284K (2020). In 2026 it made 28 grants totaling $225K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2026

City of Mount Pleasant Parks & Rec: $25KCity of Mount Pleasant Parks &Rec$25KBirmingham Fire: $23KBirmingham Fire$23KLewelling Quaker Museum: $15KLewelling Quaker Museum$15KMidwest Old Threshers: $15KMidwest Old Threshers$15KEngage Keosauqua: $13KEngage Keosauqua$13KPreserve Oakland Mills: $13KPreserve Oakland Mills$13KStockport Fire & EMS: $12K across 2 grantsStockport Fire & EMS$12K · 2 grantsPresbyterian Church Foundation: $11KPresbyterian Church Foundation$11KKeosauqua Community Food Bank: $10KKeosauqua Community Food Bank$10KSalem Recreation Association: $10KSalem Recreation Association$10K

The largest 2026 recipient was City of Mount Pleasant Parks & Rec ($25K). Together the top 10 received $146K.

Grant Size Distribution

83 grants across all recorded years

81<$50K$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 81 grants of 83 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
City of Mount Pleasant Parks & Rec Mount Pleasant, IAReplace Playground Equipment$25,000
Birmingham Fire Birmingham, IAFunds to Replace Fire Apparatus$22,500
Lewelling Quaker Museum Salem, IARepairs on Historic Lewelling Home$15,000
Midwest Old Threshers Mt Pleasant, IATwo New Modern Restrooms on Grounds$15,000
Engage Keosauqua Keosauqua, IAProject "1ST Street Courts"$12,500
Preserve Oakland Mills Mt Pleasant, IARepair Pedestrian Bridge$12,500
Presbyterian Church Foundation Jeffersonville, INRequired Donation for 2025$11,250
Keosauqua Community Food Bank Keosauqua, IAShort Term Operating Assistance$10,000
Salem Recreation Association Salem, IANew Concession Stand$10,000
Van Buren County Hospital Keosauqua, IAAutomated Breast Ultrasound (Abus)$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2026 $3,250,652 $219,741 $232,022 $225,000 28
2025 $3,262,933 $131,788 $239,338 $227,570 26
2024 $3,370,483 $130,112 $239,492 $235,676 27
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$3,250,652$3,262,933$3,370,483
Revenue$219,741$131,788$130,112
Expenses$232,022$239,338$239,492
Qualifying Distributions$227,623$231,155$236,110
Net Investment Income$214,426$128,201$129,676
Distributable Amount$234,488$230,616$214,216

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 21, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 22, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 25, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS December 18, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 26, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS June 16, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS June 1, 2026)
  8. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2026 filing lists Joe Remick as president, Larry Remick as vice president, Tracy Hudson as treasurer, and Carmen Heaton as secretary. It also lists Rachel Remick as secretary.

William M & Donna J Hoaglin is led by Joe Remick, President on every filing since 2020; none of the 5 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Joe Remick

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Carmen Heaton

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Larry Remick

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Tracy Hudson

    Treasurer

    On filings since 2024

    1 hr/week

    No compensation reported

  • Rachel Remick January

    Secretary

    New on the 2026 filing

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: David H. Carrick (2020–2023) — Treasurer
  • Former: Norman Kisling (2020) — Director

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Tracy Hudson
Mailing address: PO Box 791, Mt Pleasant, IA 52641
Phone: (319) 878-3300

Frequently asked questions about William M & Donna J Hoaglin

How much does William M & Donna J Hoaglin give each year?

William M & Donna J Hoaglin gave $225K across 28 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $228K across 26 grants.

What is William M & Donna J Hoaglin's typical grant size?

William M & Donna J Hoaglin's median grant in 2026 was $6,000, and its average grant was $8,036, across 28 grants on its 2026 IRS Form 990-PF.

Where does William M & Donna J Hoaglin give grants?

William M & Donna J Hoaglin gives mostly in Iowa: 95% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Indiana (5%). The most frequent recipient cities were Keosauqua, IA (9 grants), Mount Pleasant, IA (7 grants), Stockport, IA (3 grants) and Birmingham, IA (2 grants).

Does William M & Donna J Hoaglin give general operating support?

Occasionally: 4% of William M & Donna J Hoaglin's 2026 grants with a stated purpose (1 of 28) were for general or operating support, per its 2026 IRS Form 990-PF.

Who are William M & Donna J Hoaglin's largest grantees?

William M & Donna J Hoaglin's largest 2026 grantees include City of Mount Pleasant Parks & Rec ($25,000), Birmingham Fire ($22,500) and Lewelling Quaker Museum ($15,000), according to its 2026 IRS Form 990-PF. Together they received 28% of its itemized 2026 grant dollars.

How large is William M & Donna J Hoaglin?

William M & Donna J Hoaglin reported $3.3M in total assets on its 2026 IRS Form 990-PF. It paid out $228K in qualifying distributions that year, against a required minimum of $234K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does William M & Donna J Hoaglin fund?

The foundation’s stated purposes are to promote the literary and educational welfare of people in Henry and Van Buren counties; foster self-improvement, self-reliance, and individual initiative; promote charitable purposes; conserve land and natural wildlife; and promote historic preservation. See mission & focus areas ↑

How do I apply for a grant from William M & Donna J Hoaglin?

The 2025 filing says an official grant application can be obtained by contacting any board member. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is William M & Donna J Hoaglin's EIN?

William M & Donna J Hoaglin's EIN (Employer Identification Number) is 42-1121634. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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