2024-11-14T17:55:08-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 461562577 Hagerty Drivers Foundation % Foundation Source NATI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CASEY MAXON TREASURER 8008391754 2024-11-13 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 164150 X 654974 823 823 0 45205 701002 823 0 5726 0 0 5726 154214 154214 17862 17862 700 700 2633 2633 210365 210365 391500 0 0 391500 229937 229937 621437 0 0 621437 79565 823 71781 152346 152346 11804 11804 11804 11804 83585 164150 164150 0 0 X 83585 164150 83585 164150 83585 164150 83585 79565 1000 164150 164150 11 11 11 0 700 700 689 689 false false false false false true true true true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false true false false false false false false false false false false false false false true false false false false false false false 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 0.0 0 0 0 Casey Maxon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 35.0 0 0 0 Jessica Sullivan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Diane Parker Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 0.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 88043 The Exhibit Company 239 Old New Brunswick Road 3712 Piscataway NJ 08854 Exhibit Consulting 71765 Maestro Filmworks LLC 122 New Street 2C Philadelphia PA 19106 Film Consulting 57500 Praytell Strategy Inc 1000 Dean Street STE 280 BROOKLYN NY 11238 Marketing 52151 NATIONAL HISTORIC VEHICLE REGISTER: DIGITAL MUSEUM TO DOCUMENT, COMMEMORATE, AND EDUCATE THE PUBLIC ABOUT AUTOMOTIVE HISTORY. 105293 PUBLIC EXHIBITIONS: EDUCATION OF 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Benham St Hamden CT 06514 NONE I Scholarship Grant 500 N Graham 32300 Grandview Ave Westland MI 48186 NONE I Scholarship Grant 500 N Herbert 233 Carmen Hill New Milford CT 06776 NONE I Scholarship Grant 500 N Kekauoha-Schultz 64 Nakea Way Wailuku HI 96793 NONE I Scholarship Grant 500 O Farmer 2046 Alberta St Westland MI 48186 NONE I Scholarship Grant 500 O Nelson 116 Howard Cadillac MI 49601 NONE I Scholarship Grant 450 O Troy 3381 Cranberry Drive Clyde MI 48049 NONE I Scholarship Grant 500 P Daniel 26797 Carly Brownstown MI 48174 NONE I Scholarship Grant 400 P Davis 3889 Pebble Creek Dr Cadillac MI 49665 NONE I Scholarship Grant 500 P Eiden 15006 Englewood Avenue Allen Park MI 48101 NONE I Scholarship Grant 400 P Hill 7200 Enfield Ave Reseda CA 91335 NONE I Scholarship Grant 500 P Kanouse 1223 Manning St CADILLAC MI 49601 NONE I Scholarship Grant 500 P Parker 2210 Eden Green Drive Arlington TX 76001 NONE I Scholarship Grant 385 P Wrase 20270 Pinecrest Taylor MI 48180 NONE I 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450 T Schnitzer 726 Kealii Dr Wailuku HI 96793 NONE I Scholarship Grant 500 T Woelkers 9221 CLAY ST MERRILLVILLE IN 46410 NONE I Scholarship Grant 450 T Wolfinger 15735 Chapel Hill St Jones MI 49961 NONE I Scholarship Grant 460 THE EDISON INSTITUTE INC 20900 OAKWOOD BLVD DEARBORN MI 48124 N/A PC General & Unrestricted 850 THE EDISON INSTITUTE INC 20900 OAKWOOD BLVD DEARBORN MI 48124 N/A PC Hudson Hornet exhibit 2340 V Kinsey 36911 Greenbush Wayne MI 48184 NONE I Scholarship Grant 500 V Scola 39675 Cantrell Road Temecula CA 92591 NONE I Scholarship Grant 500 V Spidell 43855 PROCTOR RD Canton MI 48188 NONE I Scholarship Grant 450 X Kolarik 2870 Glen Dr Traverse City MI 49686 NONE I Scholarship Grant 500 X Mills 30840 PALMER Westland MI 48186 NONE I Scholarship Grant 75 Y Negash 15033 S Saint Andrews Avenue Olathe KS 66061 NONE I Scholarship Grant 500 Z Barclay 19466 San Juan Detroit MI 48221 NONE I Scholarship Grant 500 Z Boone 34957 Currier St Wayne MI 48184 NONE I Scholarship Grant 450 Z Fritz 1398 Marlowe St Canton MI 48187 NONE I Scholarship Grant 500 Z Trigg 2650 E High St Apt 61 Springfield OH 45505 NONE I Scholarship Grant 450 Z Waller 112 Violet Street SW Grand Rapids MI 49548 NONE I Scholarship Grant 500 Z Woelkers 9221 CLAY ST MERRILLVILLE IN 46410 NONE I Scholarship Grant 450 229937 14 823 INCOME FROM YOUTUBE ADVERTISING 541800 44113 UNIFORMS REFUND 01 1092 44113 1915 46028 false false false false false false false false false false X X 1 Morgan Duffy 30 TURNPIKE RD STE 5 SOUTHBOROUGH MA 01772 5000 X 2 Hagerty Management LLC 141 Rivers Edge Dr STE 200 Traverse City MI 49684 616248 X 3 Bennett H Logan 7270 Cortney Glen Ln Lewisville NC 27023 5000 X 4 William H Lyon PO Box 8858 Newport Beach CA 92658 5000 X 5 Alan F Schultz 10831 7 Mile Rd Northville MI 48167 5000 X 6 Jack Boyd Smith Jr 1810 West Lusher Ave Elkhart IN 46514 5000 X 7 University Impact 3305 North University Ave STE 275 Provo UT 84604 5000 X 8 Kassidy Wilson 6003 Old Cheney Road Suite 350 Lincoln NE 68516 5000 X 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, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $229,937. This amount represents 25% or more of the Foundation's net assets of $83,585 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. GENERAL CONSULTATIONS 5726 5726 Administrative Fees 88043 88043 Fundraising Event 2752 2752 Indemnification Insurance 1596 1596 Insurance Premiums 1325 1325 VEHICLE EVENT EXPENSES 111870 111870 VEHICLE TRANSPORTATION 3440 3440 Postage/Delivery Service 307 307 State or Local Filing Fees 65 65 PROCESSING FEES 967 967 Income from YouTube Advertising 44113 Uniforms Refund 1092 RETURNED GRANTS 1000 DOCUMENTARY FILM PRODUCTION 79330 79330 PUBLIC RELATIONS 52151 52151 SCANNING SERVICES 21003 21003 PHOTOGRAPHY SERVICES 1730 1730