WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201821289349100722
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-05-08T08:02:04-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463729406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mahon McKenzie & Colson CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 Highway 34AddressLine1Txt
CityManasquanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223736451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WRIGHT-HAGER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWRIGBusinessNameControlTxt
Phone7328921000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 TRENTON AVEAddressLine1Txt
CityPOINT PLEASANT BEACHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN H WESTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W MAHON CPAPreparerPersonNm
PTINP00365493PTIN
Phone7327228777PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,905,859FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$496,359ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$30,874InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30,874InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$30,874InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$79,889DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,889DividendsNetInvstIncmAmt
Dividends Adj Net Incm$79,889DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$77,539NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,084,283GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,539CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$684,661TotalRevAndExpnssAmt
Total Net Invst Incm$188,302TotalNetInvstIncmAmt
Total Adj Net Incm$110,763TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,240AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,240AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,551TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,551TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,323OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,147OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$176OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,114TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,698TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,416TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$137,548ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$137,548ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,698TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$140,964TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$522,999ExcessRevenueOverExpensesAmt
Net Investment Income$167,604NetInvestmentIncomeAmt
Adjusted Net Income$110,763AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$349,299SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,864SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,864SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$82PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$82PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,867,227CorporateStockBOYAmt
Corporate Stock EOY$2,200,416CorporateStockEOYAmt
Corporate Stock EOYFMV$2,610,990CorporateStockEOYFMVAmt
Corporate Bonds BOY$791,012CorporateBondsBOYAmt
Corporate Bonds EOY$1,170,175CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,134,923CorporateBondsEOYFMVAmt
Total Assets BOY$3,007,538TotalAssetsBOYAmt
Total Assets EOY$3,530,537TotalAssetsEOYAmt
Total Assets EOYFMV$3,905,859TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,007,538UnrestrictedBOYAmt
Unrestricted EOY$3,530,537UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,007,538TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,530,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,007,538TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,530,537TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,007,538TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$522,999ExcessRevenueOverExpensesAmt
Subtotal$3,530,537SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,530,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY A/C# 103918 SEE ATTACHEDP2017-01-012017-12-31$121,892$127,101-$5,209-$5,209
MORGAN STANLEY A/C# 103918 SEE ATTACHEDP2010-01-012017-12-31$345,431$300,835$44,596$44,596
1446SH UNITED PARCEL SERVICED2012-06-132017-09-05$164,204$139,653$24,551$24,551
35000 CLOROXP2011-10-182017-10-16$35,000$35,000
35000 CONOCOPHILLIPSP2011-10-182017-08-01$36,035$36,035
35000 GECCP2010-11-052017-02-15$35,000$35,000
3000SH UNITED PARCEL SERVICED2012-06-132017-04-11$316,721$303,120$13,601$13,601
30000 WELLS FARGOP2011-05-262017-12-11$30,000$30,000
FieldValueIRS element (for citing)
Capital Gain Net Income$77,539CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,209NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,352InvestmentIncomeExciseTaxAmt
Subtotal$3,352SubtotalAmt
Tax Based On Investment Income$3,352TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,177EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,177TotalPaymentsAndCreditsAmt
Tax Due$1,175TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN H WESTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7325286891PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MMC 2444 HIGHWAY 34 STE CAddressLine1Txt
CityMANASQUANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN OLANDER
1110 BENEDICT STPOINT PLEASANTNJ08742Director0.00$0
MICHAEL J WEBB
165 SUNLIGHT DRIVEDILLONCO80435Director0.00$0
SUSAN H WEST
16050 WEST BAY DR 153JUPITERFL33477President0.00$0
ROBERT B WEST
16050 WEST BAY DR 153JUPITERFL33477Treasurer0.00$0
AMY S HOCHREITER
383 DOGFORD ROADETNANH03750Director0.00$0
LAURIE HAGER
208 STONE RIDGE DRDOVERDE19901Director0.00$0
JUSTIN HAGER
2783 LAKEWOOD-ALLENWOOD RDHOWELLNJ07731Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,434,300AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$205,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,639,977TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,639,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,600CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,585,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,269MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,269MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,352TaxBasedOnInvestmentIncomeAmt
Total Tax$3,352TotalTaxAmt
Distributable Before Adj$175,917DistributableBeforeAdjAmt
Distributable Before Ded$175,917DistributableBeforeDedAmt
Distributable As Adjusted$175,917DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,964ExpensesAndContributionsAmt
Qualifying Distributions$140,964QualifyingDistributionsAmt
Adjusted Qualifying Distri$140,964AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$175,917DistributableAsAdjustedAmt
Undistributed Income PY$135,091UndistributedIncomePYAmt
Qualifying Distributions$140,964QualifyingDistributionsAmt
Applied To Year1$135,091AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,873AppliedToCurrentYearAmt
Undistributed Income CY$170,044UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN H WESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116050 WEST BAY DR 153AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7322231177RecipientPhoneNum
Form And Info And MaterialsIN WRITING ON ORGANIZATION'S LETTERHEADFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STEP OF FAITH MINISTRY
307 DRUM POINT ROADBRICKNJ08723NONEPCGENERAL SUPPORT$10,000
NORTHERN OCEAN HABITAT FOR HUMANITY
PO BOX 1754TOMS RIVERNJ08754NONEPCGENERAL SUPPORT$4,000
PURPLE HEART HOMES
PO BOX 5535STATESVILLENC28687NONEPCGENERAL SUPPORT$5,000
FOOD BANK OF DELEWARE
1041 MATTLIND WAYMILFORDDE19963NONEPCBACKPACK PROGRAM$7,500
THE UPPER VALLEY HAVEN
713 HARTFORD AVENUEWHITE RIVER JUNCTIONVT05001NONEPCGENERAL SUPPORT$10,400
HOWELL POLICE ATHLETIC LEAGUE
115 KENT ROADHOWELLNJ07731NONEPCGENERAL SUPPORT$6,000
CHADDHMC
ONE MEDICAL CENTER DRLEBANONNH03756NONEPCGENERAL SUPPORT$5,000
COLORADO WATER TRUST
1420 OGDEN ST SUITE A2DENVERCO80218NONEPCGENERAL SUPPORT$5,000
ASLAN YOUTH MINISTRIES
255 HARDING ROADRED BANKNJ07701NONEPCGENERAL SUPPORT$5,000
EDNA W RUNNER TUTORIAL CENTER
7187 CHURCH STREETJUPITERFL33458NONEPCGENERAL SUPPORT$7,500
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748NONEPCGENERAL SUPPORT$3,500
THE HANOVER IMPROVEMENT SOCIETY COR
PO BOX 106HANOVERNH03755NONEPCGENERAL SUPPORT$3,750
ALLAIRE COMMUNITY FARM
2840 ALLAIRE ROADWALLNJ07719NONEPCGENERAL SUPPORT$4,000
MARIBEL SANCHEZ SOUTHER SCHOLARSHIP
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPCSCHOLARSHIPS$2,500
HANOVER FIRE DEPARTMENT
48 LYME RDHANOVERNH03755NONEPCGENERAL SUPPORT$1,648
WYLDER NATION FOUNDATION
8924 E PINNACLE PEAK RD STE G5SCOTTSDALEAZ85255NONEPCGENERAL SUPPORT$10,000
FULFILL
3300 ROUTE 66NEPTUNENJ07753NONEPCGENERAL SUPPORT$5,000
HOWE LIBRARY
13 SOUTH STREETHANOVERNH03755NONEPCGENERAL SUPPORT$3,750
SUMMIT HISTORICAL SOCIETY
PO BOX 143DILLONCO80435NONEPCGENERAL SUPPORT$4,000
ARK-VALLEY HUMANE SOCIETY
PO BOX 1335BUENA VISTACO81211NONEPCGENERAL SUPPORT$4,000
HEART TO HEART INTERNATIONAL
13250 WEST 98TH STREETLENEXAKS66215NONEPCGENERAL SUPPORT$15,000
CONVOY OF HOPE
PO BOX 219368KANSAS CITYMO64121NONEPCGENERAL SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$137,548TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,874ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,889ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$77,539ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$188,302ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$188,302TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHAGER CHARITABLE LEAD TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1501 TRENTON AVEAddressLine1Txt
CityPOINT PLEASANT BEACHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08742ZIPCd
FieldValueIRS element (for citing)
Total Contributions$496,359TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4383 SHARES UNITED PARCEL SERVICE, INCNoncashPropertyDesc
Fair Market Value$481,297FairMarketValueAmt
Received2017-06-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,240Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,240DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$18,147$18,147
NJ ANNUAL REPORT$26$26
NJ CONSUMER AFFAIRS$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES WITHHELD$551$551
US EXCISE TAX$2,000$2,000

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