WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201901269349100415
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T07:17:46-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463729406 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mahon McKenzie & Colson CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 Highway 34 | AddressLine1Txt |
| City | Manasquan | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223736451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WRIGHT-HAGER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRIG | BusinessNameControlTxt |
| Phone | 7328921000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 TRENTON AVE | AddressLine1Txt |
| City | POINT PLEASANT BEACH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H WEST | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W MAHON CPA | PreparerPersonNm |
| PTIN | P00365493 | PTIN |
| Phone | 7327228777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,639,157 | 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 | $77,294 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,075 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $49,075 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $78,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,814 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $78,814 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,937,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,380 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $289,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $127,889 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,455 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,175 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $127,889 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $159,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,237 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $82 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $2,200,416 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,820,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,874,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,170,175 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,771,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,733,997 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,530,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,622,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,639,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,530,537 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,622,739 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,530,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,622,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,530,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,622,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,530,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,202 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,622,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,622,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY A/C# 103918 | P | 2010-01-01 | 2018-12-31 | $1,229,746 | $1,230,278 | -$532 | -$532 |
| MORGAN STANLEY A/C# 103917 | P | 2010-01-01 | 2018-12-31 | $707,691 | $622,779 | $84,912 | $84,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,771 | SubtotalAmt |
| Tax Based On Investment Income | $3,771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $271 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN H WEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325286891 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MMC 2444 HIGHWAY 34 STE C | AddressLine1Txt |
| City | MANASQUAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08736 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN OLANDER | ||||||
| 1110 BENEDICT ST | POINT PLEASANT | NJ | 08742 | Director | 0.00 | $0 |
| MICHAEL J WEBB | ||||||
| 165 SUNLIGHT DRIVE | DILLON | CO | 80435 | Director | 0.00 | $0 |
| SUSAN H WEST | ||||||
| 16050 WEST BAY DR 153 | JUPITER | FL | 33477 | President | 0.00 | $0 |
| ROBERT B WEST | ||||||
| 16050 WEST BAY DR 153 | JUPITER | FL | 33477 | Treasurer | 0.00 | $0 |
| AMY S HOCHREITER | ||||||
| 29 LYME ROAD | HANOVER | NH | 03755 | Director | 0.00 | $0 |
| LAURIE HAGER | ||||||
| 208 STONE RIDGE DR | DOVER | DE | 19901 | Director | 0.00 | $0 |
| JUSTIN HAGER | ||||||
| 2520 ALLENWOOD-LAKEWOOD ROAD | HOWELL | NJ | 07731 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,734,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,831,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,831,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,773,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,771 | TotalTaxAmt |
| Distributable Before Adj | $184,910 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $184,910 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $184,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,631 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,631 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $173,631 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,044 | UndistributedIncomePYAmt |
| Qualifying Distributions | $173,631 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,044 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,587 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $181,323 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN H WEST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16050 WEST BAY DR 153 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7322231177 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING ON ORGANIZATION'S LETTERHEAD | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STEP OF FAITH MINISTRY | |||||||
| 307 DRUM POINT ROAD | BRICK | NJ | 08723 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NORTHERN OCEAN HABITAT FOR HUMANITY | |||||||
| PO BOX 1754 | TOMS RIVER | NJ | 08754 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PURPLE HEART HOMES | |||||||
| PO BOX 5535 | STATESVILLE | NC | 28687 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD BANK OF DELEWARE | |||||||
| 1041 MATTLIND WAY | MILFORD | DE | 19963 | NONE | PC | BACKPACK PROGRAM | $7,500 |
| THE UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | FOOD SHELF | $11,500 |
| HOWELL POLICE ATHLETIC LEAGUE | |||||||
| 115 KENT ROAD | HOWELL | NJ | 07731 | NONE | PC | GENERAL SUPPORT | $6,000 |
| COLORADO WATER TRUST | |||||||
| 1420 OGDEN ST SUITE A2 | DENVER | CO | 80218 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ASLAN YOUTH MINISTRIES | |||||||
| 255 HARDING ROAD | RED BANK | NJ | 07701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EDNA W RUNNER TUTORIAL CENTER | |||||||
| 7187 CHURCH STREET | JUPITER | FL | 33458 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UPPER VALLEY HUMANE SOCIETY | |||||||
| 300 OLD ROUTE 10 | ENFIELD | NH | 03748 | NONE | PC | GENERAL SUPPORT | $4,000 |
| THE HANOVER IMPROVEMENT SOCIETY | |||||||
| PO BOX 106 | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $30,000 |
| ALLAIRE COMMUNITY FARM | |||||||
| 2840 ALLAIRE ROAD | WALL | NJ | 07719 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FULFILL | |||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SUMMIT HISTORICAL SOCIETY | |||||||
| PO BOX 143 | DILLON | CO | 80435 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ARK-VALLEY HUMANE SOCIETY | |||||||
| PO BOX 1335 | BUENA VISTA | CO | 81211 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CONVOY OF HOPE | |||||||
| PO BOX 219368 | KANSAS CITY | MO | 64121 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WE R HOPE | |||||||
| 27 WEEKS DRIVE | ORFORD | NH | 03777 | NONE | PC | GENERAL SUPPORT | $10,000 |
| POSITIVE TRACKS | |||||||
| 35 S MAIN ST | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARRIS CENTER FOR CONSERVATION | |||||||
| 83 KINGS HIGHWAY | HANCOCK | NH | 03449 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN RIVERS | |||||||
| 1101 14TH STREET SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 3607 | LANTANA | FL | 33465 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE PROUTY | |||||||
| ONE MEDICAL CENTER DR | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $150 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN ST SUITE 260 | CHICO | CA | 95928 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,075 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $212,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,269 | 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 | HAGER CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 TRENTON AVE | AddressLine1Txt |
| City | POINT PLEASANT BEACH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $79,887 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 675 SHARES UNITED PARCEL SERVICE, INC | NoncashPropertyDesc |
| Fair Market Value | $79,198 | FairMarketValueAmt |
| Received | 2018-06-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,455 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,455 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $18,555 | $18,555 | |
| NJ ANNUAL REPORT | $26 | $26 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $500 | $500 |
| US EXCISE TAX | $4,675 | $4,675 |
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