Nonprofit · EIN 22-6505256
HAROLD V N HAGAMAN CHARITABLE TR UW
Tax-exempt · ROCHESTER, MI 48307
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $96,322 | $68,429 | $27,893 | $985,817 | $0 | $985,817 |
| December 31, 2024 | 990-PF | $81,486 | $64,668 | $16,818 | $886,788 | $0 | $886,788 |
| December 31, 2023 | 990-PF | $53,097 | $58,820 | -$5,723 | $782,655 | $0 | $782,655 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,930
- Dividends
- $18,670
- Net gain from sales of assets
- $42,722
Expenses
- Grants and similar amounts paid
- $65,700
- Disbursements for charitable purposes
- $65,729
- Excise tax on investment income
- $816
Balance sheet and other
- Total assets, start of year
- $886,788
- Total assets, end of year
- $985,817
- Total liabilities, end of year
- $0
- Net assets, end of year
- $985,817
- Fair market value of assets
- $1,242,170
- Qualifying distributions
- $65,729
- Net investment income
- $61,392
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN T HAGAMAN 1361 ROCK VALLEY DRIVE, ROCHESTER, MI 48307 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN T HAGAMAN 1361 ROCK VALLEY DRIVE, ROCHESTER, MI 48307 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN T HAGAMAN 1361 ROCK VALLEY DRIVE, ROCHESTER, MI 48307 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1361 ROCK VALLEY DR, ROCHESTER, MI 48307-6031
- In care of
- % PAT PEPE CPA
- Signed the 990-PF
- SUSAN T HAGAMAN, TRUSTEE
- Phone
- (908) 451-2141
- Return prepared by
- MATTINA KENT & GIBBONS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6505256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $985,817
- Income (IRS master file)
- $96,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $96,322 | $68,429 | $985,817 | XML |
| 990-PF | December 2024 | $81,486 | $64,668 | $886,788 | IRS |
| 990-PF | December 2023 | $53,097 | $58,820 | $782,655 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6505256).
Questions about HAROLD V N HAGAMAN CHARITABLE TR UW
- What is the EIN of HAROLD V N HAGAMAN CHARITABLE TR UW?
- The employer identification number (EIN) of HAROLD V N HAGAMAN CHARITABLE TR UW is 22-6505256.
- Is HAROLD V N HAGAMAN CHARITABLE TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does HAROLD V N HAGAMAN CHARITABLE TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD V N HAGAMAN CHARITABLE TR UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD V N HAGAMAN CHARITABLE TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAROLD V N HAGAMAN CHARITABLE TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HAROLD V N HAGAMAN CHARITABLE TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $96,322, expenses of $68,429 and total assets of $985,817 at year end.
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