HAGERTY DRIVERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAGERTY DRIVERS FOUNDATION (EIN 46-1562577)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-30
- IRS object ID
- 202212429349100021
- Schema version
- 2021v4.2
- 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
- Applied To Prior Year Election
- Depreciation Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-30T12:38:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | JOHN KILINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KILINGER | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,421 | 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 | $565,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $621 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $621 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $565,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $102,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $102,185 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,180 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,180 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,108 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $653 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $653 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $326,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $326,463 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $456,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $456,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $562,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,421 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $11,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,617 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,421 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,421 | 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 |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $91 | OverpaymentAmt |
| Applied To ES Tax | $91 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | corporate.hagerty.com/driversfoundation | WebsiteAddressTxt |
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 |
|---|---|---|---|---|---|
| The Exhibit Company | |||||
| 239 Old New Brunswick Road 3712 | Piscataway | NJ | 08854 | Exhibit Consulting | $132,379 |
| Honeyman Filmworks LLC | |||||
| 201 Summit Ave Suite 312 | Jenkintown | PA | 19046 | Film consulting | $83,205 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $75,329 |
| Centigrade Inc | |||||
| 6501 Sims Drive | Sterling Heights | MI | 48313 | Marketing | $61,705 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLIC EXHIBITIONS: EDUCATION OF THE PUBLIC THROUGH THE DISPLAY OF VEHICLES OF HISTORIC, CULTURAL, AND ARTISTIC VALUE AS WELL AS HANDS-ON ACTIVITIES. | Description1Txt |
| Expenses1 | $235,311 | Expenses1Amt |
| Description2 | DOCUMENTARIES: PRODUCTION OF EDUCATIONAL FILMS, AVAILABLE TO THE PUBLIC AT NO COST, TO HIGHLIGHT THE HISTORICAL AND CULTURAL SIGNIFICANCE OF THE AUTOMOBILE. | Description2Txt |
| Expenses2 | $93,898 | Expenses2Amt |
| Description3 | NATIONAL HISTORIC VEHICLE REGISTRY: DIGITAL MUSEUM TO DOCUMENT, COMMEMORATE, AND EDUCATE THE PUBLIC ABOUT AUTOMOTIVE HISTORY. | Description3Txt |
| Expenses3 | $3,390 | Expenses3Amt |
| 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 | $203,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $203,120 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $203,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $200,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9 | TotalTaxAmt |
| Distributable Before Adj | $9,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,004 | 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 | $562,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $581 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $581 | TotalForPriorYearsAmt |
| Qualifying Distributions | $562,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $581 | AppliedToYear1Amt |
| Applied To Prior Years | $581 | AppliedToPriorYearsAmt |
| Applied To Current Year | $9,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $550,847 | RemainingDistriFromCorpusAmt |
| Total Corpus | $550,847 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $550,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $550,847 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 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 Burkhardt | ||||||||||||
| 825 Lovetta | Dayton | OH | 45429 | None | I | Scholarship Grant | $500 | |||||
| A Church | ||||||||||||
| 359 Stoneway Dr NW | Salem | OR | 97304 | None | I | Scholarship Grant | $500 | |||||
| A Guadagno | ||||||||||||
| 135 Brockman Way | Goose Creek | SC | 29445 | None | I | Scholarship Grant | $500 | |||||
| A Mitchell | ||||||||||||
| 5193 Timber Ridge Dr | Kingsley | MI | 49649 | None | I | Scholarship Grant | $500 | |||||
| A Pishtey | ||||||||||||
| PO Box 19 | Bloomingburg | NY | 12721 | None | I | Scholarship Grant | $500 | |||||
| A Zuidersma | ||||||||||||
| 4667 Arbor Latch | Traverse City | MI | 49685 | None | I | Scholarship Grant | $450 | |||||
| B Bender | ||||||||||||
| 84 W Center Rd | Kingsley | MI | 49649 | None | I | Scholarship Grant | $425 | |||||
| C Delahoussaye | ||||||||||||
| 118 Comfort ln | Lafayette | LA | 70507 | None | I | Scholarship Grant | $495 | |||||
| C Harris | ||||||||||||
| 17132 Lynn Lane | Huntington Beach | CA | 92649 | None | I | Scholarship Grant | $350 | |||||
| C Johnson | ||||||||||||
| 111 Bitternut Lane | Westerville | OH | 43081 | None | I | Scholarship Grant | $500 | |||||
| C Morgan Coe | ||||||||||||
| 35 Downing St | New Haven | CT | 06513 | None | I | Scholarship Grant | $500 | |||||
| E Libman | ||||||||||||
| 3825 Zimmerman Rd | Traverse City | MI | 49685 | None | I | Scholarship Grant | $500 | |||||
| E Liporace | ||||||||||||
| 661 Summit St | Englewood Cliffs | NJ | 07632 | None | I | Scholarship Grant | $500 | |||||
| E Nicolas | ||||||||||||
| None | I | Scholarship Grant | $500 | 1157 Rymal Rd E Unit 5 | Hamilton | Ontario | CA | L8W 3M6 | ||||
| I Budreau | ||||||||||||
| 11100 W 300 N | Parker City | IN | 47368 | None | I | Scholarship Grant | $450 | |||||
| I Simones | ||||||||||||
| 4804 Richard Lane | Eagan | MN | 55122 | None | I | Scholarship Grant | $450 | |||||
| J Arenas | ||||||||||||
| 13404 Heritage Way | Tustin | CA | 92782 | None | I | Scholarship Grant | $400 | |||||
| M Gambrell | ||||||||||||
| 1306 Carnation St | Katy | TX | 77493 | None | I | Scholarship Grant | $435 | |||||
| M Hemmen | ||||||||||||
| 31193 Tiger Dr | Chesterfield | MI | 48047 | None | I | Scholarship Grant | $450 | |||||
| M Powell | ||||||||||||
| 114 Teller Road | Trumbull | CT | 06611 | None | I | Scholarship Grant | $500 | |||||
| M Taylor | ||||||||||||
| 415 N Pineview Ct | New Albany | IN | 47150 | None | I | Scholarship Grant | $400 | |||||
| MCPHERSON COLLEGE | ||||||||||||
| PO BOX 1402 | MCPHERSON | KS | 67460 | N/A | PC | Automotive Restoration Scholarship Program | $40,000 | |||||
| N Donald | ||||||||||||
| None | I | Scholarship Grant | $500 | 1128 Clyde Court | Kingston | Ontario | CA | K7P2E4 | ||||
| N Majstorovic | ||||||||||||
| None | I | Scholarship Grant | $500 | 2811 Constable road | Mississauga | Ontario | CA | L5J 1W6 | ||||
| N Sterk | ||||||||||||
| 7901 Walton Rd | Fife Lake | MI | 49633 | None | I | Scholarship Grant | $500 | |||||
| P Durham | ||||||||||||
| 205 Oak Glen Court | Seneca | SC | 29672 | None | I | Scholarship Grant | $330 | |||||
| R Jones | ||||||||||||
| 8090 Kirkridge St | Belleville | MI | 48111 | None | I | Scholarship Grant | $450 | |||||
| R Nelson | ||||||||||||
| 109 Yaupon Holly Circle | Summerville | SC | 29486 | None | I | Scholarship Grant | $450 | |||||
| RPM FOUNDATION | ||||||||||||
| 2702 E D ST | TACOMA | WA | 98421 | N/A | SO I | RPM Apprenticeship Program | $50,000 | |||||
| S Carredano | ||||||||||||
| 104 Greenpoint Dr | Summerville | SC | 29486 | None | I | Scholarship Grant | $400 | |||||
| S Mehring | ||||||||||||
| 195 Deep Run Dr | New Bern | NC | 28560 | None | I | Scholarship Grant | $400 | |||||
| S Rutherford | ||||||||||||
| 6765 Lancaster Road | Hebron | OH | 43025 | None | I | Scholarship Grant | $400 | |||||
| S Trabulsi | ||||||||||||
| 7532 Silver View Lane | Raleigh | NC | 27613 | None | I | Scholarship Grant | $415 | |||||
| S Watts | ||||||||||||
| 2274 Whitney Rd | Monroe | GA | 30655 | None | I | Scholarship Grant | $500 | |||||
| T Pearson | ||||||||||||
| 120 greenhill pastures | Summerville | SC | 29483 | None | I | Scholarship Grant | $365 | |||||
| Z Mallen | ||||||||||||
| 11707 Harsworth Lane | Charlotte | NC | 28277 | None | I | Scholarship Grant | $400 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,415 | 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 | $621 | 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 | $621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $621 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Hagerty Management LLC | ||||||
| 1 | 141 Rivers Edge Dr Ste 200 | Traverse City | MI | 49684 | $560,000 | Yes (X) |
| Wilder Robert H | ||||||
| 2 | 480 Bedford Road Building 300 | Chappaqua | NY | 10514 | $5,000 | Yes (X) |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the Hagerty Drivers Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of Undistributed income from the tax year ending December 31, 2019 in the amount of $581. By: John Kilinger Title: President | ElectionDesc |
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, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $104,834. This amount represents 25% or more of the Foundation's net assets of $11,804 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $75,329 | $75,329 |
| SERVER & COMPUTER MGMT | $3,007 | $3,007 |
| Indemnification Insurance | $1,359 | $1,359 |
| Postage/Delivery Service | $211 | $211 |
| VEHICLE EVENT EXPENSES | $165,930 | $165,930 |
| ADVERTISING | $1,750 | $1,750 |
| OTHER FILM PRODUCTION EXPENSES | $15,383 | $15,383 |
| VEHICLE TRANSPORTATION | $52,773 | $52,773 |
| PROMOTIONAL ITEMS | $4,329 | $4,329 |
| UNIFORMS | $1,486 | $1,486 |
| VEHICLE PLAQUES | $4,906 | $4,906 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILM PRODUCTION | $64,285 | $64,285 |
| DISPLAY CASE CLEANING | $7,900 | $7,900 |
| PUBLIC RELATIONS | $30,000 | $30,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Hagerty Management LLC | PersonNm |
US Address USAddress
| 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 |