HAROLD V N HAGAMAN CHARITABLE TR UW: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD V N HAGAMAN CHARITABLE TR UW (EIN 22-6505256)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349101960
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T11:14:20-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382808585 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA KENT & GIBBONS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 N MAIN ST | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226505256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD HAGAMAN CHARITABLE FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 9084512141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 ROCK VALLEY DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN T HAGAMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9084512141 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN COOMBS CPA | PreparerPersonNm |
| PTIN | P00144604 | PTIN |
| Phone | 2486019500 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,111,294 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,068 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,526 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,526 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,892 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,418 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,526 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $68 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $68 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,970 | CashBOYAmt |
| Cash EOY | $35,463 | CashEOYAmt |
| Cash EOYFMV | $35,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $49,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $256,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $256,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $481,338 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $443,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $531,203 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,203 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $782,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $886,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,111,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $782,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $886,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $782,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $886,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $782,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $886,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $782,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $87,315 | OtherIncreasesAmt |
| Subtotal | $886,788 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $886,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,892 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $645 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $645 | SubtotalAmt |
| Tax Based On Investment Income | $645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $115 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $539 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN T HAGAMAN | IndividualWithBooksNm |
| Phone | 9084512141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 ROCK VALLEY DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN T HAGAMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 ROCK VALLEY DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $479,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $502,338 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,074,236 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,074,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,058,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $645 | TotalTaxAmt |
| Distributable Before Adj | $52,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,668 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,668 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,261 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,668 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,407 | RemainingDistriFromCorpusAmt |
| Total Corpus | $57,809 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $57,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,428 | ExcessFromYear4Amt |
| Excess From Year3 | $7,370 | ExcessFromYear3Amt |
| Excess From Year2 | $15,202 | ExcessFromYear2Amt |
| Excess From Year1 | $14,402 | ExcessFromYear1Amt |
| Excess From Current Year | $12,407 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ST LOUIS ZOO | ||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | COMMUNITY WELFARE | $1,000 | |
| ST PHILLIP'S EPISCOPAL CHURCH | ||||||
| 100 ROMEO ROAD | ROCHESTER | MI | 48308 | COMMUNITY WELFARE | $1,500 | |
| KEWEENAW LAND TRUST | ||||||
| 101 QUINCY SUITE 303 | HANCOCK | MI | 49930 | COMMUNITY WELFARE | $3,000 | |
| WINDHAM HILL UCC | ||||||
| 140 WINDHAM CENTER RD | WINDHAM | ME | 04062 | COMMUNITY WELFARE | $2,000 | |
| ST LOUIS PUBLIC LIBRARY FOUNDATION | ||||||
| 1415 OLIVE ST | ST LOUIS | MO | 63103 | COMMUNITY WELFARE | $500 | |
| THE SALVATION ARMY | ||||||
| 1627 W FORT STREET | DETROIT | MI | 48216 | COMMUNITY WELFARE | $2,500 | |
| CAPUCHIN SOUP KITCHEN | ||||||
| 1820 MT ELLIOT STREET | DETROIT | MI | 48207 | COMMUNITY WELFARE | $1,500 | |
| OAKLAND UNIVERSITY | ||||||
| 201 MEADOWBROOK RD | ROCHESTER | MI | 48309 | COMMUNITY WELFARE | $1,000 | |
| FRIENDS OF THE WINDHAM PUB LIBRARY | ||||||
| 217 WINDHAM CENTER RD | WINDHAM | ME | 04062 | COMMUNITY WELFARE | $1,000 | |
| TURTLE HOSPITAL | ||||||
| 2396 OVERSEAS HWY | MARATHON | FL | 33050 | COMMUNITY WELFARE | $500 | |
| SOARING SPIRITS INTERNATIONAL | ||||||
| 2828 COCHRAN STREET 194 | SIMI VALLEY | CA | 93065 | COMMUNITY WELFARE | $9,000 | |
| KEWEENAW SPAY NEUTER ASSIST GRP | ||||||
| 28928 MUD LAKE ROAD | LINDEN | MI | 49945 | COMMUNITY WELFARE | $3,000 | |
| CAMP SUNSHINE | ||||||
| 3 ACADIA RD | CASCO | ME | 04105 | COMMUNITY WELFARE | $2,500 | |
| MICHIGAN HUMANE SOCIETY | ||||||
| 30300 TELEGRAPH RD | BINGHAM FARMS | MI | 48025 | COMMUNITY WELFARE | $1,000 | SUITE 220 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | COMMUNITY WELFARE | $1,000 | |
| MT BRIGHTON ADAPTIVE SPORTS PROGRAM | ||||||
| 4141 BAUER RD | BRIGHTON | MI | 48116 | COMMUNITY WELFARE | $500 | |
| THE SEAMEN'S CHURCH INSTITUTE | ||||||
| 50 BROADWAY 26TH FLOOR | NEW YORK | NY | 10004 | COMMUNITY WELFARE | $1,500 | |
| FOREST PARK FOREVER | ||||||
| 5595 GRAND DRIVE | ST LOUIS | MO | 63122 | COMMUNITY WELFARE | $3,000 | |
| THE ANGEL BAND PROJECT | ||||||
| 6267 DELMAR BLVD | ST LOUIS | MO | 63130 | COMMUNITY WELFARE | $500 | |
| WASHINGTON UNIVERSITY | ||||||
| 7425 FORSYTH BLVD | ST LOUIS | MO | 63130 | COMMUNITY WELFARE | $1,000 | |
| MY PLACE TEEN CENTER | ||||||
| 775 MAIN STREET | WESTBROOK | ME | 04092 | COMMUNITY WELFARE | $1,000 | |
| WINDHAM FOOD PANTRY | ||||||
| 8 SCHOOL ROAD | WINDHAM | ME | 04062 | COMMUNITY WELFARE | $2,500 | |
| MACHO CORPS | ||||||
| 890 HARDING AVE | ROCHESTER | MI | 48307 | COMMUNITY WELFARE | $1,500 | |
| ST LOUIS CHAMBER CHORUS | ||||||
| PO BOX 11558 | CLAYTON | MO | 63105 | COMMUNITY WELFARE | $1,000 | |
| CAPE CORAL FRIENDS OF WILDLIFE | ||||||
| PO BOX 152761 | CAPE CORAL | FL | 33915 | COMMUNITY WELFAE | $2,000 | |
| NATURE CONSERVATORY | ||||||
| PO BOX 1556 | MERRIFIELD | VA | 22116 | COMMUNITY WELFARE | $2,000 | |
| SMU FUND FOR MEADOWS ART | ||||||
| PO BOX 223927 | DALLAS | TX | 752229972 | COMMUNITY WELFARE | $500 | |
| MISSOURI BOTANICAL GARDEN | ||||||
| PO BOX 299 | ST LOUIS | MO | 63166 | COMMUNITY WELFARE | $1,000 | |
| POLAR BEARS INTERNATIONAL | ||||||
| PO BOX 3008 | BAZEMAN | MT | 59772 | COMMUNITY WELFARE | $500 | |
| AMERICAN RED CROSS | ||||||
| PO BOX 321070 | DETROIT | MI | 48232 | COMMUNITY WELFARE | $1,500 | |
| HARVARD - RADCLIFFE COLLEGE MUSIC | ||||||
| PO BOX 381987 | CAMBRIDGE | MA | 02238 | COMMUNITY WELFARE | $500 | |
| PYO MUSIC INSTITUTE | ||||||
| PO BOX 41810 | PHILADELPHIA | PA | 19101 | COMMUNITY WELFARE | $1,000 | |
| GLEANERS COMMUNITY FOOD BANK | ||||||
| PO BOX 44050 | DETROIT | MI | 48244 | COMMUNITY WELFARE | $1,500 | |
| SEEDLINGS BRAILLE BOOKS | ||||||
| PO BOX 51924 | LIVONIA | MI | 481515924 | COMMUNITY WELFARE | $1,000 | |
| UNIVERSITY OF MAINE ALUMNI ASSOC | ||||||
| PO BOX 550 | ORONO | ME | 04473 | COMMUNITY WELFARE | $500 | |
| HARVARD UNIVERSITY | ||||||
| PO BOX 55997 | BOSTON | MA | 02205 | COMMUNITY WELFARE | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | COMMUNITY WELFARE | $1,500 | |
| ROCHESTER SYMPHONY GUILD | ||||||
| PO BOX 80111 | ROCHESTER | MI | 48308 | COMMUNITY WELFARE | $500 | |
| ROCHESTER SYMPHONY ORCHESTRA | ||||||
| PO BOX 80262 | ROCHESTER | MI | 48308 | COMMUNITY WELFARE | $1,000 | |
| GOOD SHEPHARD SUSTAINABILITY LEARNI | ||||||
| PO BOX 803 | PALM BEACH | FL | 33480 | COMMUNITY WELFARE | $1,000 | |
| COMMUNITY FOUNDATION OF ROCHESTER | ||||||
| PO BOX 80431 | ROCHESTER | MI | 48308 | COMMUNITY WELFARE | $1,200 | |
| ALZHEIMERS ASSOCIATION | ||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | COMMUNITY WELFARE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,526 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,892 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,418 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,418 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUSAN T HAGAMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 ROCK VALLEY DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEAPORT SECURITIES | $73,610 | $140,300 |
| COLUMBIA THREADNEEDLE | $149,091 | $204,698 |
| FRANKLIN TEMPLETON | $34,131 | $136,340 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CSV LIFE INSURANCE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $531,203 | BookValueAmt |
| EOYFMV | $531,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $68 | $68 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN THE CSV OF LIFE INSURANCE | Desc |
| Amt | $87,315 | Amt |