HAROLD V N HAGAMAN CHARITABLE TR UW: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD V N HAGAMAN CHARITABLE TR UW (EIN 22-6505256)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349101593
- Schema version
- 2015v2.1
- 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 Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T16:33:58-04:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 E HAGAMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737626378 | PhoneNum |
| Signature | 2016-05-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $487,022 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,422 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,395 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $174 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $24 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $24 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,157 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,670 | CashBOYAmt |
| Cash EOY | $13,954 | CashEOYAmt |
| Cash EOYFMV | $13,954 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,173 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $257,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $257,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $295,506 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $133,874 | OtherAssetsBOYAmt |
| Other Assets EOY | $169,389 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $169,389 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $404,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $487,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $404,578 | RetainedEarningBOYAmt |
| Retained Earning EOY | $448,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,515 | OtherIncreasesAmt |
| Subtotal | $448,633 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $448,633 | 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 |
| Acquired | 2014-07-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $2,422 | GrossSalesPriceAmt |
| Gain Or Loss | $2,422 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,422 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,422 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $482,578 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077235 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $410,995 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,124 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $345,819 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090001 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $328,546 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121879 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $316,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115926 | DistributionYr5Rt |
| Total Distribution | 0.456049 | TotalDistributionRt |
| Average Distribution | 0.09121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $497,489 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,490 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,724 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $228 | 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 | Yes (true) | 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 |
| 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 | 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 |
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 | 5.00 | $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 LIST | Description1Txt |
| Expenses1 | $20,700 | 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 | $318,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $151,631 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $505,065 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $505,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $497,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228 | TotalTaxAmt |
| Distributable Before Adj | $24,646 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,646 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,724 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,724 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $20,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,646 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,724 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,724 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,922 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,922 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,851 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,969 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,658 | ExcessFromYear4Amt |
| Excess From Year3 | $13,973 | ExcessFromYear3Amt |
| Excess From Year2 | $934 | ExcessFromYear2Amt |
| Excess From Year1 | $13,317 | ExcessFromYear1Amt |
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 | ST LOUIS CHILDREN CHOIR ET AL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2842 N BALLAS ROAD SEE SCHEDULE | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631312311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GIFTS | GrantOrContributionPurposeTxt |
| Amt | $20,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,700 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,973 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,422 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,395 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,395 | 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 | $35,000 | 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 | $800 | 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 (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRI CONTINENTAL | $211,411 | $183,371 |
| VERIZON COMMUNICATIONS | $6,465 | $14,513 |
| BANK OF NEW YORK | $4,825 | $22,630 |
| FAIRPONT COMMUNICATIONS | $33 | $80 |
| FRANKLIN GROWTH FUND CL A | $34,131 | $74,911 |
| IDEARC INC | $252 | $1 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURR VALUE LIFE INSURANCE | Desc |
| BOY Book Value | $133,874 | BOYBookValueAmt |
| EOY Book Value | $169,389 | EOYBookValueAmt |
| EOYFMV | $169,389 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $6,072 | $0 | $0 | $0 |
| LIFE INSURANCE PREMIUMS | $10,000 | $0 | $0 | $0 |
| SURROGATE COURT FEES | $85 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE CSV LIFE INSURANCE | Desc |
| Amt | $35,515 | Amt |
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 | 2014 EXCISE TAX | CategoryTxt |
| Amt | $174 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |