WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-28
- IRS object ID
- 201321489349100282
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-05-28T12:58:05-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winters McKenzie Mahon & Colson P A | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 Highway 34 | AddressLine1 |
| City | Manasquan | City |
| State | NJ | State |
| ZIP Code | 08736 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223736451 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WRIGHT-HAGER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WRIG | NameControl |
| Phone | 7328921000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 TRENTON AVE | AddressLine1 |
| City | POINT PLEASANT BEACH | City |
| State | NJ | State |
| ZIP Code | 08742 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN H WEST | Name |
| Title | President | Title |
| Date Signed | 2013-05-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD W MAHON CPA | Name |
| PTIN | P00365493 | PTIN |
| Phone | 7322231177 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1505690 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 239371 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 43010 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 43010 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 43010 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 8942 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8942 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8942 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2341 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 139119 | GrossSalesPrice |
| Total Revenue And Expenses | 288982 | TotalRevenueAndExpenses |
| Total Net Investment Income | 51952 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 51952 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2940 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2940 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2445 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1936 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1761 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 175 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7321 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1761 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3115 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 58200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 58200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65521 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1761 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61315 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 223461 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50191 | NetInvestmentIncome |
| Adjusted Net Income | 51952 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 306407 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 299518 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 308037 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 242 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 205069 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 435661 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 441985 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 728890 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 728890 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 755668 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1240608 | TotalAssetsBOY |
| Total Assets EOY | 1464069 | TotalAssetsEOY |
| Total Assets EOYFMV | 1505690 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1240608 | UnrestrictedBOY |
| Unrestricted EOY | 1464069 | UnrestrictedEOY |
| Total Net Assets BOY | 1240608 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1464069 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1240608 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1464069 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1240608 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 223461 | ExcessOfRevenueOverExpenses |
| Subtotal | 1464069 | Subtotal |
| Total Net Assets Fund Balances EOY | 1464069 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2341 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -8745 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1004 | InvestmentIncomeExciseTax |
| Subtotal | 1004 | Subtotal |
| Tax Based On Investment Income | 1004 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Overpayment | 596 | Overpayment |
| Amount Credited To Next Year | 596 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN H WEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7325286891 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/0 WMMC 2444 HIGHWAY 34 | AddressLine1 |
| City | MANASQUAN | City |
| State | NJ | State |
| ZIP Code | 08736 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SUSAN C HAGER | ||||||
| RD1 4040 HERBERTSVILLE RD | BRICK | NJ | 08724 | ASST SECTY | 0.00 | 0 |
| ROBERT B WEST | ||||||
| 16050 WEST BAY DR 153 | JUPITER | FL | 33477 | Treasurer | 0.00 | 0 |
| SUSAN H WEST | ||||||
| 16050 WEST BAY DR 153 | JUPITER | FL | 33477 | President | 0.00 | 0 |
| GAIL A HAGER | ||||||
| 103 MOURNING DOVE LANE | DOVER | DE | 19901 | VP & SECTY | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1061249 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 370370 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1431619 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1431619 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21474 | CashDeemedCharitable |
| Net Noncharitable Assets | 1410145 | NetNoncharitableAssets |
| Minimum Investment Return | 70507 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 70507 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1004 | TaxBasedOnInvestmentIncome |
| Total Tax | 1004 | TotalTax |
| Distributable Amount Before Adj | 69503 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 69503 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 69503 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61315 | ExpensesAndContributions |
| Qualifying Distributions | 61315 | QualifyingDistributions |
| Adj Qualifying Distributions | 61315 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 69503 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 54901 | UndistributedIncomePriorYear |
| Qualifying Distributions | 61315 | QualifyingDistributions |
| Applied To Year1 | 54901 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6414 | AppliedToCurrentYear |
| Undistributed Income CY | 63089 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SUSAN H WEST | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16050 WEST BAY DR 153 | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33477 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7322231177 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING ON ORGANIZATION'S LETTERHEAD | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WE ARE TEAM JERSEY | |||||||
| 77 BROOKFIELD DRIVE | JACKSON | NJ | 08527 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000 |
| HANOVER NURSERY SCHOOL | |||||||
| 40 VALLEY ROAD EXTENSION | HANOVER | NH | 03755 | N/A | 501(C)3 | GENERAL SUPPORT | $3,000 |
| THE UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | N/A | 501(C)3 | GENERAL SUPPORT | $5,000 |
| FOOD BANK OF DELEWARE | |||||||
| 1041 MATTLIND WAY | MILFORD | DE | 19963 | N/A | 501(C)3 | GENERAL SUPPORT | $5,000 |
| COSTAL HABITAT FOR HUMANITY | |||||||
| 917 3RD AVE | ASBURY PARK | NJ | 07712 | NONE | 501(C)3 | GENERAL SUPPORT | $3,000 |
| UMB FOUNDATION | |||||||
| 20 PENN STREET | BALTIMORE | MD | 21201 | NONE | 501(C)3 | GENERAL SUPPORT | $3,000 |
| PURPLE HEART HOMES | |||||||
| PO BOX 5535 | STATESVILLE | NC | 28687 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| CANCER TREATMENT CENTER OF AMERICA | |||||||
| 1336 BASSWOOD RD | SCHAUMBURG | IL | 60173 | NONE | 501(C)3 | GENERAL SUPPORT | $3,000 |
| INTERFAITH HOSPITALITY NETWORK OF O | |||||||
| 253 CHURCH ST | TOMS RIVER | NJ | 08753 | NONE | 501(C)3 | GENERAL SUPPORT | $3,000 |
| WALL KIWANIS CLUB | |||||||
| 15 OLD SQUAN RD | MANASQUAN | NJ | 08736 | NONE | 501(C)3 | GENERAL SUPPORT | $1,000 |
| FOOD BANK OF MONMOUTH OCEAN | |||||||
| 3300 STATE HWY 66 | NEPTUNE | NJ | 07753 | N/A | 501(C)3 | GENERAL SUPPORT | $4,000 |
| NORTHERN OCEAN HABITAT FOR HUMANITY | |||||||
| 1201 ROUTE 166 | TOMS RIVER | NJ | 08754 | NONE | 501(C)3 | GENERAL SUPPORT | $3,000 |
| PROVIDENCE FREE MEDICAL CLINIC | |||||||
| 300 WEST SYLVANIA AVE | NEPTUNE CITY | NJ | 07753 | N/A | 501(C)3 | GENERAL SUPPORT | $5,200 |
| STEP OF FAITH MINISTRY | |||||||
| 307 DRUM POINT ROAD | BRICK | NJ | 08723 | N/A | 501(C)3 | GENERAL SUPPORT | $8,000 |
| ST GREGORY'S PANTRY | |||||||
| 804 BAY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | N/A | 501(C)3 | GENERAL SUPPORT | $4,000 |
| INTERFAITH NEIGHBORS | |||||||
| 810 4TH AVENUE | ASBURY PARK | NJ | 07712 | N/A | 501(C)3 | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 58200 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,010 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,942 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,341 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,611 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 49611 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HAGER CHARITABLE LEAD TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 TRENTON AVE | AddressLine1 |
| City | POINT PLEASANT BEACH | City |
| State | NJ | State |
| ZIP Code | 08742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 239371 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2614 SH UPS CORP | NoncashPropertyDescription |
| Fair Market Value | 199371 | FairMarketValue |
| Date Received | 2012-06-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $2,940 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2940 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| OTHER FEES | 25 | 25 | |
| NJ CONSUMER AFFAIRS | 150 | 150 | |
| INVESTMENT FEES | 1587 | 1587 | |
| FOREIGN TAX | 24 | 24 | |
| CMA ANNUAL FEE | 150 | 150 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDRAL EXCISE TAXES | Category |
| Amount | $2,445 | Amount |
Comments