WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-28
- IRS object ID
- 201711189349100216
- Schema version
- 2016v3.0
- 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 | 2017-04-28T11:33:53-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-04-28 | 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 | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,299,273 | 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 | $496,359 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,314 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35,314 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $63,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,281 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $63,281 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,128,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,761 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $611,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,356 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $98,595 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,440 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $281 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,643 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,539 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $462,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,432 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,595 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $408,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $349,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $349,299 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,393,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,867,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,191,935 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $743,282 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $791,012 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $758,039 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,544,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,007,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,299,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,544,862 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,007,538 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,544,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,007,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,544,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,007,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,544,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $462,676 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,007,538 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,007,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 SEE ATTACHED | P | 2010-01-01 | 2016-12-13 | $1,033,216 | $1,010,381 | $22,835 | $22,835 |
| 30000 BANK OF AMERICA CORP | P | 2010-11-05 | 2016-09-15 | $30,000 | $32,555 | -$2,555 | -$2,555 |
| 35000 CD CITI BANK | P | 2009-04-06 | 2016-04-14 | $35,000 | $35,000 | ||
| 30000 PSEG POWER LLC | P | 2011-10-18 | 2016-09-15 | $30,000 | $33,519 | -$3,519 | -$3,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,049 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,049 | SubtotalAmt |
| Tax Based On Investment Income | $2,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,226 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,226 | TotalPaymentsAndCreditsAmt |
| Overpayment | $177 | OverpaymentAmt |
| Applied To ES Tax | $177 | AppliedToESTaxAmt |
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 |
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 | ||||||
| 383 DOGFORD ROAD | ETNA | NH | 03750 | Director | 0.00 | $0 |
| LAURIE HAGER | ||||||
| 208 STONE RIDGE DR | DOVER | DE | 19901 | Director | 0.00 | $0 |
| JUSTIN HAGER | ||||||
| 2783 LAKEWOOD-ALLENWOOD RD | 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 | $2,714,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,072,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,072,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,026,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,049 | TotalTaxAmt |
| Distributable Before Adj | $149,294 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $149,294 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $149,294 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,115 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,115 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $136,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,912 | UndistributedIncomePYAmt |
| Qualifying Distributions | $136,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,912 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,203 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $135,091 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST GREGORY'S PANTRY | |||||||
| 804 BAY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | GENERAL SUPPORT | $5,000 |
| 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 |
| INTERFAITH HOSPITALITY NETWORK OF O | |||||||
| 253 CHESTNUT ST | TOMS RIVER | NJ | 08753 | NONE | PC | GENERAL SUPPORT | $3,000 |
| 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 | GENERAL SUPPORT | $11,500 |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| ONE MONTSHIRE RD | NORWICH | VT | 05055 | NONE | PC | GENERAL SUPPORT | $7,500 |
| HOWELL POLICE ATHLETIC LEAGUE | |||||||
| 115 KENT ROAD | HOWELL | NJ | 07731 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CHADDHMC | |||||||
| ONE MEDICAL CENTER DR | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COLORADO WATER TRUST | |||||||
| 1420 OGDEN ST SUITE A2 | DENVER | CO | 80218 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NON GMO PROJECT | |||||||
| 1200 HARRIS AVE SUITE 305 | BELLINGHAM | WA | 98225 | NONE | PC | GENERAL SUPPORT | $4,000 |
| 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 | $7,500 |
| UPPER VALLEY HUMANE SOCIETY | |||||||
| 300 OLD ROUTE 10 | ENFIELD | NH | 03748 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE HANOVER IMPROVEMENT SOCIETY COR | |||||||
| PO BOX 106 | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DH-HFNCC | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DENTAL LIFELINE NETWORK - NJ | |||||||
| 1540 W PARK AVENUE | OCEAN | NJ | 07712 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HANOVER PARKS RECREATION | |||||||
| 555 HANOVER STREET | HANOVER | NH | 03755 | NONE | PC | ETNA PLAYGROUND | $5,000 |
| ALLAIRE COMMUNITY FARM | |||||||
| 2840 ALLAIRE ROAD | WALL | NJ | 07719 | NONE | PC | GENERAL SUPPORT | $4,000 |
| NPR RADIO OF NORTHERN COLORADO | |||||||
| 1901 56TH AVE SUITE 200 | GREELEY | CO | 80934 | NONE | PC | GENERAL SUPPORT | $4,000 |
| HEIFERS DISASTER REHAB FUND | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | HURRICANE MATTHEW RELIEF - HAITI | $5,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | HURRICANE MATTHEW RELIEF - NC | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$6,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,835 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,521 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,356 | 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 | $496,360 | 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 | 4575 SHARES UPS, INC | NoncashPropertyDesc |
| Fair Market Value | $474,199 | FairMarketValueAmt |
| Received | 2016-06-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,440 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,440 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $12,643 | $12,643 | |
| NJ ANNUAL REPORT | $25 | $25 | |
| NJ CONSUMER AFFAIRS | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $281 | Amt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
Comments