Hagerty Brothers Company Foundation
- Assets
- $105.9k
- Revenue
- $2.3k
- Investments
- $98.7k
- Employees
- 0
- Location
- Bozeman, MT
- Founding
- 12/2008
- Data as of
- 12/2021
- EIN
- 20-5838347
Organization Overview
Hagerty Brothers Company Foundation is located in Bozeman, MT. The organization was established in 2008. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Hagerty Brothers Company Foundation 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 12/2021, Hagerty Brothers Company Foundation generated $2.3k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.2%) each year. All expenses for the organization totaled $10.3k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Whitney Vincent Director | 1 | $0 | |
Susan Fellerhoff Foundation Manager | 1 | $0 | |
Randall Fellerhoff Foundation Manager | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,512 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $784 |
| Capital Gain Net Income | $784 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,296 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,465 |
| Total operating and administrative expenses | $3,863 |
| Contributions, gifts, grants paid | $6,462 |
| Total expenses and disbursements | $10,325 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $7,197 |
| 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 | $98,733 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $105,930 |
| 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, Hagerty Brothers Company Foundation has awarded $6,462 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Urbana, IL PURPOSE: TO FURTHER THE UNIVERSITIES MISSION | $5,812 |
EMERSON CENTER FOR THE ARTS AND CULTURE PURPOSE: TO FURTHER THEIR CHARITABLE PURPOSE | $500 |
NEIGHBORHOOD HOUSE PURPOSE: TO FURTHER THEIR CHARITABLE PURPOSE | $125 |
ST JUDE RUNS PEORIA PURPOSE: TO FURTHER THEIR CHARITABLE PURPOSE | $25 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Montana Healthcare Foundation Bozeman, MT | $211,845,474 | $27,605,227 |
Homer A Scott And Mildred S Scott Foundation Sheridan, WY | $28,032,742 | $11,071,204 |
J R Simplot Foundation Inc Boise, ID | $241,362,659 | $7,582,149 |
Laura Moore Cunningham Foundation Inc Boise, ID | $9,665,036 | $4,890,131 |
Bruno And Evelyne Betti Foundation Billings, MT | $0 | $451,341 |
Dakota Charitable Foundation Inc Rapid City, SD | $26,047,186 | $2,168,472 |
Town Pump Charitable Foundation Butte, MT | $40,763,462 | $8,633,359 |
Pharos Foundation Jackson, WY | $46,452,761 | $4,714,657 |
Foley Family Charitable Foundation Whitefish, MT | $33,136,562 | $2,272,522 |
Fred & Clara Eckert Foundation For Children Williston, ND | $22,065,382 | $6,837,965 |
George B Storer Foundation Inc Jackson, WY | $58,787,234 | $2,111,031 |
The Martin Family Foundation Casper, WY | $32,865,845 | $6,480,338 |