HAROLD V N HAGAMAN CHARITABLE TR UW: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD V N HAGAMAN CHARITABLE TR UW (EIN 22-6505256)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349102313
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T11:15:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 TRUST | 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 | 2022-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | HAGAMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT MCGOVERN CPA | PreparerPersonNm |
| PTIN | P00000305 | PTIN |
| Phone | 2486019500 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
| 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 | $1,057,092 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,923 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,923 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,578 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,923 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $382 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $382 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,923 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,324 | CashBOYAmt |
| Cash EOY | $52,517 | CashEOYAmt |
| Cash EOYFMV | $52,517 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $256,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $256,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $505,816 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $373,407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $463,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $463,961 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $689,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $808,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,057,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $689,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $808,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $689,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $808,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $689,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $808,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $689,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $90,554 | OtherIncreasesAmt |
| Subtotal | $808,108 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $808,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $814 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $814 | SubtotalAmt |
| Tax Based On Investment Income | $814 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $822 | 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 | $491,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $427,357 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $987,953 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $987,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $973,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $814 | TotalTaxAmt |
| Distributable Before Adj | $47,843 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,843 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,843 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,213 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,843 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $8,428 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,213 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,370 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,798 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,428 | ExcessFromYear1Amt |
| Excess From Current Year | $7,370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| COMM FDN OF GREATER ROCHESTER | ||||||
| 1005 VAN HOOSEN | ROCHESTER HILLS | MI | 48306 | COMMUNITY WELFARE | $1,000 | |
| ROCHESTER SYMPHONY ORCHESTRA | ||||||
| PO BOX 80262 | ROCHESTER | MI | 48308 | COMMUNITY WELFARE | $250 | |
| PASSING ALONG THE HERITAGE | ||||||
| 9161 PINE WALK PASS | LINDEN | MI | 48451 | COMMUNITY WELFARE | $1,500 | |
| THE SEAMEN'S CHURCH INSTITUTE | ||||||
| 50 BROADWAY 26TH FLOOR | NEW YORK | NY | 10004 | COMMUNITY WELFARE | $1,500 | |
| COVENANT HOUSE - NJ | ||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | COMMUNITY WELFARE | $1,500 | |
| CATHOLIC COMM RESPONSE TEAM | ||||||
| 132 FRANKLIN BLVD | PONTIAC | MI | 48341 | COMMUNITY WELFARE | $1,000 | SUITE 203 |
| CAPE CORAL FRIENDS OF WILDLIFE | ||||||
| 3705 SE 3RD PLACE | CAPE CORAL | FL | 33904 | COMMUNITY WELFARE | $1,000 | |
| CAPUCHIN SOUP KITCHEN | ||||||
| 1820 MT ELLIOT STREET | DETROIT | MI | 48207 | COMMUNITY WELFARE | $1,500 | |
| THE SALVATION ARMY | ||||||
| 1627 W FORT STREET | DETROIT | MI | 48216 | COMMUNITY WELFARE | $2,000 | |
| AMERICAN RED CROSS | ||||||
| PO BOX 321070 | DETROIT | MI | 48232 | COMMUNITY WELFARE | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | COMMUNITY WELFARE | $1,000 | |
| FRIENDS OF ROCHESTER HILLS LIBRARY | ||||||
| 500 OLDE TOWNE ROAD | ROCHESTER | MI | 48307 | COMMUNITY WELFARE | $1,000 | |
| NATURE CONSERVATORY | ||||||
| PO BOX 1556 | MERRIFIELD | VA | 22116 | COMMUNITY WELFARE | $500 | |
| ROCHESTER SYMPHONY GUILD | ||||||
| PO BOX 80111 | ROCHESTER | MI | 48308 | COMMUNITY WELFARE | $500 | |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | COMMUNITY WELFARE | $500 | |
| MEADOW BROOK HALL | ||||||
| 350 ESTATE DRIVE | ROCHESTER | MI | 48309 | COMMUNITY WELFARE | $500 | |
| DSAFF | ||||||
| 7111 MONTVIEW BLVD | DENVER | CO | 80220 | COMMUNITY WELFARE | $4,000 | |
| DOWNING STREET FOUNDATION | ||||||
| 3680 SOUTH DOWNING STREET | ENGLEWOOD | CO | 80113 | COMMUNITY WELFARE | $5,000 | |
| KEWEENAW SPAY NEUTER ASSIST GRP | ||||||
| 28928 MUD LAKE ROAD | LINDEN | MI | 49945 | COMMUNITY WELFARE | $3,000 | |
| KEWEENAW LAND TRUST | ||||||
| 101 QUINCY SUITE 303 | HANDCOCK | MI | 49930 | COMMUNITY WELFARE | $3,000 | |
| KIBO GROUP INTERNATIONAL | ||||||
| PO BOX 145 | SEARCY | AR | 72145 | COMMUNITY WELFARE | $1,500 | |
| MICHIGAN HUMANE SOCIETY | ||||||
| 30300 TELEGRAPH RD | BINGHAM FARMS | MI | 48025 | COMMUNITY WELFARE | $500 | SUITE 220 |
| SMU FUND FOR MEADOWS ARTS | ||||||
| PO BOX 223927 | DALLAS | TX | 75222 | COMMUNITY WELFARE | $500 | |
| UNIVERSITY OF MAINE ALUMNI ASSOC | ||||||
| 1 ALUMNI PLACE | ORONO | ME | 04473 | COMMUNITY WELFARE | $500 | |
| THE TURTLE HOSPITAL | ||||||
| 2396 OVERSEAS HWY | MARATHON | FL | 33050 | COMMUNITY WELFARE | $500 | |
| FOREST PARK FOREVER | ||||||
| 5595 GRAND DRIVE | ST LOUIS | MO | 63122 | COMMUNITY WELFARE | $1,500 | |
| ST LOUIS ZOO | ||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | COMMUNITY WELFARE | $250 | |
| MISSOURI BOTANICAL GARDEN | ||||||
| PO BOX 299 | ST LOUIS | MO | 63166 | COMMUNITY WELFARE | $250 | |
| HARVARD UNIVERSITY | ||||||
| PO BOX 55997 | BOSTON | MA | 02205 | COMMUNITY WELFARE | $1,000 | |
| WASHINGTON UNIVERSITY | ||||||
| 7425 FORSYTH BLVD | ST LOUIS | MO | 63130 | COMMUNITY WELFARE | $1,000 | |
| ST ROCH SCHOOL | ||||||
| 6040 WATERMAN BLVD | ST LOUIS | MO | 63112 | COMMUNITY WELFARE | $500 | |
| CROSSROADS COLLEGE PREP SCHOOL | ||||||
| 500 DEBALIVIERE AVE | ST LOUIS | MO | 63112 | COMMUNITY WELFARE | $2,000 | |
| ST LOUIS COMMUNITY FOUNDATION | ||||||
| 2 OAK KNOLL PARK | ST LOUIS | MO | 63105 | COMMUNITY WELFARE | $500 | |
| ST LOUIS UNIVERSITY HIGH | ||||||
| 4970 OAKLAND AVE | ST LOUIS | MO | 63110 | COMMUNITY WELFARE | $2,000 | |
| CAMP SUNSHINE | ||||||
| 3 ACADIA RD | CASCO | ME | 04105 | COMMUNITY WELFARE | $2,500 | |
| WINDHAM HILL UCC | ||||||
| 140 WINDHAM CENTER RD | WINDHAM | ME | 04062 | COMMUNITY WELFARE | $2,000 | |
| FRIENDS OF THE WINDHAM PUB LIBRARY | ||||||
| 217 WINDHAM CENTER RD | WINDHAM | ME | 04062 | COMMUNITY WELFARE | $1,000 | |
| WINTER KIDS | ||||||
| PO BOX 7566 | PORTLAND | ME | 04122 | COMMUNITY WELFARE | $1,000 | |
| MY PLACE TEEN CENTER | ||||||
| 775 MAIN STREET | WESTBROOK | ME | 04092 | COMMUNITY WELFARE | $1,000 | |
| GOOD SHEPHERD FOOD BANK OF MAINE | ||||||
| 3121 HOTEL RD | AUBURN | ME | 04211 | COMMUNITY WELFARE | $1,500 | |
| GLEANERS COMMUNITY FOOD BANK | ||||||
| PO BOX 44050 | DETROIT | MI | 48244 | COMMUNITY WELFARE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,923 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,622 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,545 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,545 | 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 | $25,000 | 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 | $975 | Amt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FAIRPOINT COMMUNICATIONS | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Basis | $33 | BasisAmt |
| Total Net | -$33 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEAPORT SECURITIES | $73,610 | $137,814 |
| COLUMBIA THREADNEEDLE | $149,091 | $214,387 |
| FRANKLIN TEMPLETON | $34,131 | $153,615 |
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 | $463,961 | BookValueAmt |
| EOYFMV | $463,961 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $33 | $33 |
| BANK FEES | $73 | $73 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE CSV LIFE INSURANCE | Desc |
| Amt | $90,554 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $382 | Amt |
| Disbursements Charitable Prps | $382 | DisbursementsCharitablePrpsAmt |