Harold V N Hagaman Charitable Tr Uw
- Assets
- $714.0k
- Revenue
- $59.4k
- Investments
- $626.4k
- Employees
- 0
- Location
- Rochester, MI
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 22-6505256
Organization Overview
Harold V N Hagaman Charitable Tr Uw is located in Rochester, MI. The organization was established in 0000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harold V N Hagaman Charitable Tr Uw is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Harold V N Hagaman Charitable Tr Uw generated $59.4k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.3% each year. All expenses for the organization totaled $59.0k during the year ending 12/2022. While expenses have increased by 7.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Harold V N Hagaman Charitable Tr Uw has awarded 83 individual grants totaling $109,750. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE ATTACHED CONTRIBUTION PDF LIST
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
T Carter Hagaman Trustee | 2 | $0 | |
Susan E Hagaman Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $25,195 |
| Interest on Savings | $0 |
| Dividends & Interest | $12,244 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $21,172 |
| Capital Gain Net Income | $21,172 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $750 |
| Total Revenue | $59,361 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,722 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $195 |
| Total operating and administrative expenses | $3,017 |
| Contributions, gifts, grants paid | $56,000 |
| Total expenses and disbursements | $59,017 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $44,807 |
| Savings and temporary cash investments | $42,852 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $369,546 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $714,037 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Harold V N Hagaman Charitable Tr Uw has awarded $56,000 in support to 42 organizations.
| Grant Recipient | Amount |
|---|---|
CALVARY EPISCOPAL CHURCH PURPOSE: COMMUNITY WELFARE | $1,500 |
ST PHILLIP'S EPISCOPAL CHURCH PURPOSE: COMMUNITY WELFARE | $2,500 |
ROCHESTER SYMPHONY ORCHESTRA PURPOSE: COMMUNITY WELFARE | $500 |
KEWEENAW SPAY NEUTER ASSIST GRP PURPOSE: COMMUNITY WELFARE | $3,000 |
PYO MUSIC INSTITUTE PURPOSE: COMMUNITY WELFARE | $1,000 |
KEWEENAW LAND TRUST PURPOSE: COMMUNITY WELFARE | $3,000 |