HAROLD V N HAGAMAN CHARITABLE TR UW: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD V N HAGAMAN CHARITABLE TR UW (EIN 22-6505256)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-15
- IRS object ID
- 202041069349100409
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-15T12:51:01-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222422289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT PEPE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 ELDORADO DRIVE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 087013870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HICKORY DRIVE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070402107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HAGAMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7322028873 | PhoneNum |
| Signature | 2020-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAT PEPE | PreparerPersonNm |
| PTIN | P00776299 | PTIN |
| Phone | 7322028873 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.120.45.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-15 | IPDt |
| IP Tm | 16:30:50 | IPTm |
| Federal Original Submission Id | 2261632020106sxpoy3l | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CE557F4142560E58B4240D492B1C8AFB7D4BA632 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE557F4142560E58B4240D492B1C8AFB7D4BA632 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $799,587 | 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 | $30,016 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,529 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,032 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $406 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $33 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $33 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $149 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $149 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,307 | CashBOYAmt |
| Cash EOY | $33,665 | CashEOYAmt |
| Cash EOYFMV | $33,665 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $256,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $256,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $419,808 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $249,236 | OtherAssetsBOYAmt |
| Other Assets EOY | $316,404 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $316,404 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $550,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $799,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $550,167 | RetainedEarningBOYAmt |
| Retained Earning EOY | $636,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $550,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $550,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $636,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $550,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,418 | OtherIncreasesAmt |
| Subtotal | $636,645 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $636,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-07-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $14,529 | GrossSalesPriceAmt |
| Gain Or Loss | $14,529 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,529 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,529 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,231 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $690,277 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043795 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $626,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03875 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,729 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $538,817 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $497,489 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,272 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $482,578 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077235 | DistributionYr5Rt |
| Total Distribution | 0.239909 | TotalDistributionRt |
| Average Distribution | 0.047982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $737,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,732 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $260 | 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 |
| Org Report Or Register State | NJ | 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 |
| Individual With Books | SUSAN E HAGAMAN | IndividualWithBooksNm |
| Phone | 9737626378 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HICKORY DRIVE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070402107 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| T CARTER HAGAMAN | ||||||||
| 21 HICKORY DRIVE | MAPLEWOOD | NJ | 070402107 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUSAN E HAGAMAN | ||||||||
| 21 HICKORY DRIVE | MAPLEWOOD | NJ | 070402107 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED CONTRIBUTION PDF LIST | Description1Txt |
| Expenses1 | $35,550 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $401,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $282,820 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $749,173 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $749,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $737,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $36,637 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,637 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,637 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,732 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $260 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,637 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,624 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $10,624 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,732 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,732 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $905 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $905 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,719 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,719 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T CARTER HAGAMAN TRUSTEE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED PDF LIST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HICKORY DRIVE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070402107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONALSCIENTIFICCHARITABLEPURPOSES | GrantOrContributionPurposeTxt |
| Amt | $35,550 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,032 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 01a | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | T CARTER HAGAMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HICKORY DRIVE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070402107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAT PEPE CPA | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRI CONTINENTAL | $211,411 | $258,295 |
| VERIZON COMMUNICATIONS | $6,465 | $19,280 |
| BANK OF NEW YORK | $4,825 | $27,631 |
| FAIRPOINT COMMUNICATIONS | $33 | $5 |
| FRANKLIN GROWTH FUND CL A | $34,131 | $114,597 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURR VALUE LIFE INSURANCE | Desc |
| BOY Book Value | $249,236 | BOYBookValueAmt |
| EOY Book Value | $316,404 | EOYBookValueAmt |
| EOYFMV | $316,404 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $135 | $0 | $0 | $135 |
| POSTAGE | $14 | $0 | $0 | $14 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE CSV LIFE INSURANCE | $67,168 |
| VOIDED 2018 DONATION CHECK | $250 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CARTER HAGAMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HICKORY DRIVE | AddressLine1Txt |
| City | Maplewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07040 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 EXCISE TAX | CategoryTxt |
| Amt | $406 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |