HAGERTY DRIVERS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAGERTY DRIVERS FOUNDATION (EIN 46-1562577)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202303069349101900
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T16:21:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461562577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hagerty Drivers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Casey Maxon | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Casey | PersonFirstNm |
| Person Last | Maxon | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $83,585 | 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 | $768,937 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $615 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $615 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $769,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $361,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $361,417 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $14,410 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $14,410 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,477 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,477 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,279 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,279 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $242,550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $242,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $702,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $702,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,781 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,804 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,804 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,804 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $15,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $950 | OtherIncreasesAmt |
| Subtotal | $83,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $83,585 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9 | SubtotalAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $90 | TotalPaymentsAndCreditsAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $81 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| McKeel Hagerty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Jonathan Klinger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 20.0 | $0 | $0 | $0 |
| Casey Maxon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 30.0 | $0 | $0 | $0 |
| Diane Parker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 30.0 | $0 | $0 | $0 |
| Jessica Sullivan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Centigrade Inc | |||||
| 6501 Sims Drive | Sterling Heights | MI | 48313 | Marketing | $133,168 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $86,317 |
| Honeyman Filmworks LLC | |||||
| 201 Summit Ave Suite 312 | Jenkintown | PA | 19046 | Film Consulting | $78,671 |
| The Exhibit Company | |||||
| 239 Old New Brunswick Road 3712 | Piscataway | NJ | 08854 | Exhibit Consulting | $68,505 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NATIONAL HISTORIC VEHICLE REGISTER: DIGITAL MUSEUM TO DOCUMENT, COMMEMORATE, AND EDUCATE THE PUBLIC ABOUT AUTOMOTIVE HISTORY | Description1Txt |
| Expenses1 | $295,547 | Expenses1Amt |
| Description2 | PUBLIC EXHIBITIONS: EDUCATION OF THE PUBLIC THROUGH THE DISPLAY OF VEHICLES OF HISTORIC, CULTURAL, AND ARTISTIC VALUE AS WELL AS HANDS-ON ACTIVITIES. | Description2Txt |
| Expenses2 | $191,859 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,684 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $169,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9 | TotalTaxAmt |
| Distributable Before Adj | $8,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $950 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $702,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $702,238 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,396 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $550,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $550,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $702,238 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $692,842 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,243,689 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,243,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $550,847 | ExcessFromYear1Amt |
| Excess From Current Year | $692,842 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A Barlow | ||||||||||||
| 4817 lodgeview dr | Huber heights ohio | OH | 45424 | None | I | Scholarship Grant | $500 | |||||
| A Blankenship | ||||||||||||
| 6182 Hankins Rd Middletown | Middletown | OH | 45044 | None | I | Scholarship Grant | $500 | |||||
| A Broman | ||||||||||||
| 8382 Sadie Lane | Alanson | MI | 49706 | None | I | Scholarship Grant | $500 | |||||
| A Cox | ||||||||||||
| 222 Loop Rd | Cove City | NC | 28523 | None | I | Scholarship Grant | $500 | |||||
| A Daley | ||||||||||||
| 17123 E Maxwell Ave | Spokane Valley | WA | 99016 | None | I | Scholarship Grant | $500 | |||||
| A Harris | ||||||||||||
| 35643 concord | Romulus | MI | 48174 | None | I | Scholarship Grant | $450 | |||||
| A Hung | ||||||||||||
| 1501 S Beach Blvd Apt G709 | La Habra | CA | 90631 | None | I | Scholarship Grant | $500 | |||||
| A Kalling | ||||||||||||
| 1801 Platt Street | Niles | MI | 49120 | None | I | Scholarship Grant | $430 | |||||
| A Meyers | ||||||||||||
| 157 pontiac street | Denver | CO | 80220 | None | I | Scholarship Grant | $500 | |||||
| A Miller | ||||||||||||
| 2228 S Brandon St | Westland | MI | 48186 | None | I | Scholarship Grant | $450 | |||||
| A Moore | ||||||||||||
| 10320 Jameson Ln | Crowley | TX | 76036 | None | I | Scholarship Grant | $325 | |||||
| A Soria Escobar | ||||||||||||
| 1711 S Boone St Apt H1 | Aberdeen | WA | 98520 | None | I | Scholarship Grant | $430 | |||||
| A Steward | ||||||||||||
| 1601 east Debbie lane apt 2309 | Mansfield | TX | 76063 | None | I | Scholarship Grant | $450 | |||||
| A Sweedyk | ||||||||||||
| 282 Hailey Dr | Grand Rapids | MI | 49534 | None | I | Scholarship Grant | $430 | |||||
| A Zeigler | ||||||||||||
| 36490 newberry estates dr | westland | MI | 48185 | None | I | Scholarship Grant | $450 | |||||
| B Bohr | ||||||||||||
| 406 Jan Marie St | Cadillac | MI | 49601 | None | I | Scholarship Grant | $500 | |||||
| B Gershwin | ||||||||||||
| 8579 Harwell Dr | San Diego | CA | 92119 | None | I | Scholarship Grant | $390 | |||||
| B Hills | ||||||||||||
| 10959 E Pobuda Rd | Suttons Bay | MI | 49682 | None | I | Scholarship Grant | $500 | |||||
| B Kenney | ||||||||||||
| 311 County Road 4707 | Kempner | TX | 76539 | None | I | Scholarship Grant | $390 | |||||
| B Wangelin | ||||||||||||
| 7006 Captiva Drive | Lansing | MI | 48917 | None | I | Scholarship Grant | $415 | |||||
| C Barron | ||||||||||||
| 15039 20th ave | Marion | MI | 49665 | None | I | Scholarship Grant | $500 | |||||
| C Johnson | ||||||||||||
| 111 Bitternut Lane | Westerville | OH | 43081 | None | I | Scholarship Grant | $415 | |||||
| C Mulligan | ||||||||||||
| 115 Summit Rd | Prospect | CT | 06712 | None | I | Scholarship Grant | $500 | |||||
| C Patterson | ||||||||||||
| 18680 PHEASANT RIDGE RD | Prior Lake | MN | 55372 | None | I | Scholarship Grant | $415 | |||||
| D Collins | ||||||||||||
| 2968 Beach Rd | Port Huron | MI | 48060 | None | I | Scholarship Grant | $425 | |||||
| d ferguson | ||||||||||||
| 1105 ames ave | dayton | OH | 45432 | None | I | Scholarship Grant | $500 | |||||
| D Fritz | ||||||||||||
| 8433 Dell road | Kingsley | MI | 49649 | None | I | Scholarship Grant | $500 | |||||
| D Garrison | ||||||||||||
| 27011 YALE ST | INKSTER | MI | 48141 | None | I | Scholarship Grant | $500 | |||||
| D Krasniqi | ||||||||||||
| 6200 n wayne rd | westland | MI | 48185 | None | I | Scholarship Grant | $400 | |||||
| D Mallett | ||||||||||||
| 6239 Sheldon Street | Ypsilanti | MI | 48197 | None | I | Scholarship Grant | $450 | |||||
| D R I V E ONE | ||||||||||||
| 57385 N AVE | RAY TWP | MI | 48096 | N/A | PC | General & Unrestricted | $25,000 | |||||
| D Schnitzer | ||||||||||||
| 726 Kelii Dr | Wailuku | HI | 96793 | None | I | Scholarship Grant | $500 | |||||
| D Smith | ||||||||||||
| 16936 Peninsula Dr | Traverse City | MI | 49686 | None | I | Scholarship Grant | $500 | |||||
| E Evans | ||||||||||||
| 42829 Stratford dr | Bellville | MI | 48111 | None | I | Scholarship Grant | $450 | |||||
| E Marczewski | ||||||||||||
| 5183 eaglesnest ct | WESTERVILLE | OH | 43081 | None | I | Scholarship Grant | $465 | |||||
| G Dunham | ||||||||||||
| 1921 N Coach DR | Spokane Valley | WA | 99016 | None | I | Scholarship Grant | $500 | |||||
| G Heintz | ||||||||||||
| 620 N Johnsville Brookville Rd | New Lebanon | OH | 45345 | None | I | Scholarship Grant | $450 | |||||
| G Qualls | ||||||||||||
| 20524 Frazho | St Clair Shores | MI | 48081 | None | I | Scholarship Grant | $500 | |||||
| H Sherrets | ||||||||||||
| 344 E Broadacre Road NE | Dalton | GA | 30721 | None | I | Scholarship Grant | $495 | |||||
| J Ali | ||||||||||||
| 6132 Treetops Drive | Romulus | MI | 48174 | None | I | Scholarship Grant | $450 | |||||
| J Ali | ||||||||||||
| 6132 Treetops Drive | Romulus | MI | 48174 | None | I | Scholarship Grant | $450 | |||||
| J Anderson | ||||||||||||
| 52 Legion Road | New Milford | CT | 06776 | None | I | Scholarship Grant | $500 | |||||
| J Cooper | ||||||||||||
| 7650 S Calhan Rd | Calhan | CO | 80808 | None | I | Scholarship Grant | $480 | |||||
| J Flagg | ||||||||||||
| 33990 Glover Street | Wayne | MI | 48184 | None | I | Scholarship Grant | $450 | |||||
| J Fugger | ||||||||||||
| 12136 s williams ct | Crown Point | IN | 46307 | None | I | Scholarship Grant | $440 | |||||
| J Hubbard | ||||||||||||
| 6205 GETTYSBURG DR | ARLINGTON | TX | 76002 | None | I | Scholarship Grant | $385 | |||||
| J Kiger | ||||||||||||
| 3705 20 Mile Road | Marion | MI | 49665 | None | I | Scholarship Grant | $500 | |||||
| J Lobdell | ||||||||||||
| 1329 S Wayne Rd | Westland | MI | 48186 | None | I | Scholarship Grant | $450 | |||||
| J Marino | ||||||||||||
| 1506 long and Winding rd | Mansfield | TX | 76063 | None | I | Scholarship Grant | $385 | |||||
| J McBride | ||||||||||||
| 23 Warwick Drive | New Milford | CT | 06776 | None | I | Scholarship Grant | $500 | |||||
| J McLilley | ||||||||||||
| 24348 McDonald | Dearborn Heights | MI | 48125 | None | I | Scholarship Grant | $300 | |||||
| J Ridgeway | ||||||||||||
| 42774 patty lane | Belleville | MI | 48111 | None | I | Scholarship Grant | $450 | |||||
| J Sias | ||||||||||||
| 6934 Sarria | Grand Prairie | TX | 75054 | None | I | Scholarship Grant | $385 | |||||
| J Steffens | ||||||||||||
| 20152 Mandy Lane | Lake Ann | MI | 49650 | None | I | Scholarship Grant | $400 | |||||
| J Sykes | ||||||||||||
| 12848 Arnold | Redford | MI | 48239 | None | I | Scholarship Grant | $500 | |||||
| J Trotter | ||||||||||||
| 6476 Briarwood dr | Belleville | MI | 48111 | None | I | Scholarship Grant | $450 | |||||
| J Walls | ||||||||||||
| 308 Ethan Drive | Westland | MI | 48185 | None | I | Scholarship Grant | $450 | |||||
| J Werlinger | ||||||||||||
| 6310 S State Hwy 360 apt 2022 | Grand Prairie | TX | 75052 | None | I | Scholarship Grant | $385 | |||||
| J Westfall | ||||||||||||
| 8146 cedar run rd | Traverse City | MI | 49684 | None | I | Scholarship Grant | $500 | |||||
| K Clark | ||||||||||||
| 604 W 12th St | Traverse City | MI | 49684 | None | I | Scholarship Grant | $400 | |||||
| K Domingo | ||||||||||||
| 112 Koehana Place | Makawao | HI | 96768 | None | I | Scholarship Grant | $500 | |||||
| K Ferguson | ||||||||||||
| 5455 Hidden Glen Dr | Traverse City | MI | 49684 | NONE | I | Scholarship Grant | $479 | |||||
| K Flagg | ||||||||||||
| 33990 Glover Street | Wayne Michigan | MI | 48184 | None | I | Scholarship Grant | $450 | |||||
| K Hooper | ||||||||||||
| 1253 Wendy Ct | Kennedale | TX | 76060 | None | I | Scholarship Grant | $385 | |||||
| K Kahalekai | ||||||||||||
| 290 kuualoha st | Kahului | HI | 96732 | None | I | Scholarship Grant | $500 | |||||
| K McGuire | ||||||||||||
| 32 Meetinghouse Terrace | New Milford | CT | 06776 | None | I | Scholarship Grant | $500 | |||||
| K McMath | ||||||||||||
| None | I | Scholarship Grant | $500 | 2367 Taylorwood Drive | Oakville | Ontario | CA | L6H 0C6 | ||||
| K Min | ||||||||||||
| 149 Halaulani St | Makawao | HI | 96768 | None | I | Scholarship Grant | $500 | |||||
| K Sosbe | ||||||||||||
| 42 Upper Reservoir RD | New Milford | CT | 06776 | None | I | Scholarship Grant | $500 | |||||
| K Trotty | ||||||||||||
| 25013 Hayes St | Taylor | MI | 48180 | None | I | Scholarship Grant | $500 | |||||
| L Hayes | ||||||||||||
| 6728 US 40 | Tipp city | OH | 45371 | None | I | Scholarship Grant | $500 | |||||
| L LOCKE | ||||||||||||
| 1080 TOWNSHIP RD 312 SE | NEW LEXINGTON | OH | 43764 | None | I | Scholarship Grant | $400 | |||||
| L young | ||||||||||||
| 8577 barrington dr | ypsilanti | MI | 48198 | None | I | Scholarship Grant | $400 | |||||
| M Colombi | ||||||||||||
| 2387 Banyon Drive | Beavercreek | OH | 45431 | None | I | Scholarship Grant | $450 | |||||
| M Giles | ||||||||||||
| Po Box 44 | Wilberforce | OH | 45384 | None | I | Scholarship Grant | $500 | |||||
| M Hicks | ||||||||||||
| 3500 S 2700 E | Salt Lake City | UT | 84109 | None | I | Scholarship Grant | $140 | |||||
| M Lee | ||||||||||||
| 3237 Harwood St | Kettering | OH | 45429 | None | I | Scholarship Grant | $500 | |||||
| M Meyers | ||||||||||||
| 157 Pontiac St | Denver | CO | 80220 | None | I | Scholarship Grant | $500 | |||||
| M Ocampo | ||||||||||||
| 340 Ardilla Ave | La Puente | CA | 91746 | None | I | Scholarship Grant | $320 | |||||
| M Stiltner | ||||||||||||
| 11 Gates Rd | Middleton | MA | 01949 | None | I | Scholarship Grant | $500 | |||||
| M Stromile | ||||||||||||
| 10698 lakeview dr | Taylor | MI | 48180 | None | I | Scholarship Grant | $500 | |||||
| M Walter | ||||||||||||
| 67 Mediterranean Ave | Hebron | IN | 46341 | None | I | Scholarship Grant | $450 | |||||
| N Dumlao | ||||||||||||
| 511 Komo Ohia St | Wailuku | HI | 96793 | None | I | Scholarship Grant | $500 | |||||
| N Khabeer | ||||||||||||
| 6934 Sarria | Grand Prairie | TX | 75054 | None | I | Scholarship Grant | $385 | |||||
| N Matthews | ||||||||||||
| 91 Valley View Dr | Mountain Top | PA | 18707 | None | I | Scholarship Grant | $500 | |||||
| N Peck | ||||||||||||
| 54 Fairdale Rd | Salina | KS | 67401 | None | I | Scholarship Grant | $350 | |||||
| N Vang | ||||||||||||
| 2325 Sandwood Drive | Traverse City | MI | 49686 | None | I | Scholarship Grant | $500 | |||||
| N Walker | ||||||||||||
| 326 Columbia Ave | Tipton | IN | 46072 | None | I | Scholarship Grant | $430 | |||||
| P Chiddix | ||||||||||||
| 12545 Fremont Ave N | Seattle | WA | 98133 | None | I | Scholarship Grant | $500 | |||||
| P Nigro | ||||||||||||
| 920 Englewild Dr | Glendora | CA | 91741 | None | I | Scholarship Grant | $270 | |||||
| P Prybell | ||||||||||||
| 3100 Prentiss Drive | Valparaiso | IN | 46385 | None | I | Scholarship Grant | $469 | |||||
| R Benz | ||||||||||||
| 10118 Bauer Rd | St louis | MO | 63128 | None | I | Scholarship Grant | $500 | |||||
| R Diehl | ||||||||||||
| 2126 Swan Ln | Safety Harbor | FL | 34695 | None | I | Scholarship Grant | $500 | |||||
| R Jones | ||||||||||||
| 8090 Kirkridge St | Belleville | MI | 48111 | NONE | I | Scholarship Grant | $450 | |||||
| R Morales | ||||||||||||
| 1315 Winter Solstice Ave | Henderson | NV | 89014 | None | I | Scholarship Grant | $500 | |||||
| R Pepper | ||||||||||||
| 22000 New Hampshire Ave | Brookeville | MD | 20833 | None | I | Scholarship Grant | $450 | |||||
| R Taylor | ||||||||||||
| 7015 Bonnie Dr | Westland | MI | 48185 | None | I | Scholarship Grant | $500 | |||||
| S Babcock | ||||||||||||
| 4156 Windward Way | Williamsburg | MI | 49690 | None | I | Scholarship Grant | $450 | |||||
| S Bender | ||||||||||||
| 84 W Center Rd | Kingsley | MI | 49649 | None | I | Scholarship Grant | $500 | |||||
| S Bratman | ||||||||||||
| 370 N Bundy Dr | Los Angeles | CA | 90049 | None | I | Scholarship Grant | $500 | |||||
| S Dumlao | ||||||||||||
| 511 komo ohia St | Wailuku | HI | 96793 | None | I | Scholarship Grant | $500 | |||||
| S Forro | ||||||||||||
| 620 Columbus St | Kingsley | MI | 49649 | None | I | Scholarship Grant | $450 | |||||
| S Furby | ||||||||||||
| 17114 Mayfield st | Roseville | MI | 48066 | None | I | Scholarship Grant | $496 | |||||
| S Middleton | ||||||||||||
| 442 Spinning Rd | Dayton | OH | 45431 | None | I | Scholarship Grant | $500 | |||||
| S Rayford | ||||||||||||
| 11669 Robson | Detroit | MI | 48227 | None | I | Scholarship Grant | $400 | |||||
| S Tronchin | ||||||||||||
| 2609 Alden Ln | Venus | TX | 76084 | None | I | Scholarship Grant | $385 | |||||
| S Witt | ||||||||||||
| 112 Lynnfield Cir | Union | OH | 45322 | None | I | Scholarship Grant | $500 | |||||
| T Jackson | ||||||||||||
| 401 N State Highway 360 | Mansfield | TX | 76063 | None | I | Scholarship Grant | $385 | |||||
| T Mock | ||||||||||||
| 6646 Illinois ave | Hammond | IN | 46323 | None | I | Scholarship Grant | $450 | |||||
| T Redmond | ||||||||||||
| 145 irongate dr | Englewood | OH | 45322 | None | I | Scholarship Grant | $450 | |||||
| V Schultz | ||||||||||||
| 5276 Woodman Rd | South Boardman | MI | 49680 | None | I | Scholarship Grant | $441 | |||||
| V Weber | ||||||||||||
| 4357 NORTH MANORWOOD DRIVE | Traverse City | MI | 49685 | None | I | Scholarship Grant | $450 | |||||
| X Davis | ||||||||||||
| 1320 Webb Ferrell Road S | Arlington | TX | 76002 | None | I | Scholarship Grant | $385 | |||||
| Z HODGE | ||||||||||||
| 203 BUTLER TRAIL | UNION | OH | 45322 | None | I | Scholarship Grant | $450 | |||||
| Z Roland | ||||||||||||
| 43177 Ponchartrain | Sterling Heights | MI | 48314 | None | I | Scholarship Grant | $450 | |||||
| Z Smith | ||||||||||||
| 4307 Pheasant Dr | Hurlock | MD | 21643 | None | I | Scholarship Grant | $400 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,105 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $615 | 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 | Hagerty Management LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 Rivers Edge Dr STE 200 | AddressLine1Txt |
| City | Traverse City | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $768,747 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $77,105. This amount represents 25% or more of the Foundation's net assets of $15,421 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $86,317 | $86,317 |
| SERVER & COMPUTER MGMT | $3,840 | $3,840 |
| Postage/Delivery Service | $524 | $524 |
| VEHICLE EVENT EXPENSES | $94,405 | $94,405 |
| VEHICLE TRANSPORTATION | $32,855 | $32,855 |
| PROMOTIONAL ITEMS | $5,196 | $5,196 |
| UNIFORMS | $2,171 | $2,171 |
| VEHICLE PLAQUES | $7,735 | $7,735 |
| GEAR & EQUIPMENT | $9,500 | $9,500 |
| PROCESSING FEES | $7 | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $950 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PUBLIC RELATIONS | $133,168 | $133,168 |
| FILM PRODUCTION | $155,297 | $155,297 |
| SCANNING SERVICES | $39,827 | $39,827 |
| WEBSITE DEVELOPMENT | $33,125 | $33,125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2021 | CategoryTxt |
| Amt | $100 | Amt |