Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Hagerty Drivers Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

46-1562577
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$164,150J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 654,974
2 Check right arrow.............
3 Interest on savings and temporary cash investments 823 823  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,205    
12 Total. Add lines 1 through 11........ 701,002 823  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,726 0 0 5,726
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
154,214     154,214
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,862     17,862
21 Travel, conferences, and meetings....... 700     700
22 Printing and publications.......... 2,633     2,633
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
210,365     210,365
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 391,500 0 0 391,500
25 Contributions, gifts, grants paid....... 229,937 229,937
26 Total expenses and disbursements. Add lines 24 and 25 621,437 0 0 621,437
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 79,565
b Net investment income (if negative, enter -0-) 823
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 71,781 152,346 152,346
3 Accounts receivable right arrow11,804
Less: allowance for doubtful accounts right arrow   11,804 11,804 11,804
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 83,585 164,150 164,150
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 83,585 164,150
29 Total net assets or fund balances (see instructions)..... 83,585 164,150
30 Total liabilities and net assets/fund balances (see instructions). 83,585 164,150
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
83,585
2
Enter amount from Part I, line 27a .....................
2
79,565
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
164,150
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
164,150
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 11
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 11
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 689
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow689 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
Yes
 
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
McKeel Hagerty Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jonathan Klinger Dir, VP
0.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Casey Maxon Dir, Sec, Treas
35.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jessica Sullivan Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Diane Parker Dir, Treas
0.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Foundation Source Administrative 88,043
55 Walls Drive 3rd Fl
Fairfield,CT06824
The Exhibit Company Exhibit Consulting 71,765
239 Old New Brunswick Road 3712
Piscataway,NJ08854
Maestro Filmworks LLC Film Consulting 57,500
122 New Street 2C
Philadelphia,PA19106
Praytell Strategy Inc Marketing 52,151
1000 Dean Street STE 280
BROOKLYN,NY11238
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NATIONAL HISTORIC VEHICLE REGISTER: DIGITAL MUSEUM TO DOCUMENT, COMMEMORATE, AND EDUCATE THE PUBLIC ABOUT AUTOMOTIVE HISTORY. 105,293
2 PUBLIC EXHIBITIONS: EDUCATION OF THE PUBLIC THROUGH THE DISPLAY OF VEHICLES OF HISTORIC, CULTURAL, AND ARTISTIC VALUE AS WELL AS HANDS-ON ACTIVITIES. 126,985
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
99,598
c
Fair market value of all other assets (see instructions)................
1c
11,804
d
Total (add lines 1a, b, and c).........................
1d
111,402
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
111,402
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,671
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
109,731
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,487
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,487
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
8,148
c
Add lines 2a and 2b............................
2c
8,159
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
0
4
Recoveries of amounts treated as qualifying distributions................
4
2,092
5
Add lines 3 and 4............................
5
2,092
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,092
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
621,437
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
621,437
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,092
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 550,847
e From 2022...... 692,842
f Total of lines 3a through e ........ 1,243,689
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 621,437
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 2,092
e Remaining amount distributed out of corpus 619,345
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,863,034
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,863,034
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 550,847
d Excess from 2022.... 692,842
e Excess from 2023.... 619,345
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A Andrews

6345 Odessa Dr
W Bloomfield,MI48324 		NONE I Scholarship Grant 460

A Ar-Rasyid

236 Deer Pointe
Nashville,TN37209 		NONE I Scholarship Grant 500

A Bradley

31720 Madison Street
Wayne,MI48184 		NONE I Scholarship Grant 500

A Calloway

1054 E Canfield
Detroit,MI48207 		NONE I Scholarship Grant 500

A Colhoun

1126 Oakdale Ave
Dayton,OH45420 		NONE I Scholarship Grant 500

A Davis

2497 Warrendale Ave
Dayton,OH45404 		NONE I Scholarship Grant 500

A DeBarr

4044 Woodman Rd
South Boardman,MI49680 		NONE I Scholarship Grant 500

A DelGrosso

2669 Camino East Place
Kettering,OH45420 		NONE I Scholarship Grant 500

A Dowd

2662 Seidlers Rd
Midland,MI48642 		NONE I Scholarship Grant 390

A Fellows

32046 Hazelwood St
Westland,MI48186 		NONE I Scholarship Grant 450

A Fortman

2489 E Rahn Rd
Kettering,OH45440 		NONE I Scholarship Grant 500

A Gordon

410 E OLSSON
LINDSBORG,KS67456 		NONE I Scholarship Grant 350

A Green

1691 Bagley St
Detroit,MI48216 		NONE I Scholarship Grant 500

A Guerrero

103 Brentwood St
Inkster,MI48141 		NONE I Scholarship Grant 450

A Heinritz

1285 North Dietz Road
Webberville,MI48892 		NONE I Scholarship Grant 500

A Heskett

252 Blendon Road
West Jefferson,OH43162 		NONE I Scholarship Grant 479

A Huyghe

34587 Pinehurst Drive
Livonia,MI48154 		NONE I Scholarship Grant 500

A Johnson

111 Bitternut Lane
Westerville,OH43081 		NONE I Scholarship Grant 499

A Johnson Jr

2548 Grand Vista Ct NW
Walker,MI49534 		NONE I Scholarship Grant 500

A Killian

10318 Cottonwood Ct
Zionsville,IN46077 		NONE I Scholarship Grant 429

A Kirchmer

11820 E Tipperary
Witchita,KS67206 		NONE I Scholarship Grant 450

A Kpandeyenge

12582 Pennsylvania Place
Crown Point,IN46307 		NONE I Scholarship Grant 450

A Lione

11210 Somerset Dr
North Royalton,OH44133 		NONE I Scholarship Grant 500

A McCurtis

22230 Village Dr
Woodhaven,MI48183 		NONE I Scholarship Grant 460

A Mendoza

35142 Birchwood
Westland,MI48186 		NONE I Scholarship Grant 500

A Miller

2228 S Brandon St
Westland,MI48186 		NONE I Scholarship Grant 75

A Nealey

20513 30th Ave
Marion,MI49665 		NONE I Scholarship Grant 455

A Neely

8900 Dixie
Redford,MI48293 		NONE I Scholarship Grant 500

A Ochalek

20545 60th Ave
Marion,MI49665 		NONE I Scholarship Grant 450

A Parker

34234 Winslow St
Wayne,MI48184 		NONE I Scholarship Grant 500

A Pender

1462 Magnolia Dr
Inkster,MI48141 		NONE I Scholarship Grant 450

A Powers

8130 W 172nd Pl
Lowell,IN46356 		NONE I Scholarship Grant 450

A Richardson

602 Cadillac Shores Dr
Cadillac,MI49601 		NONE I Scholarship Grant 500

A Roeters

525 Georgetown Drive
Traverse City,MI49684 		NONE I Scholarship Grant 449

A Sanchez

2659 Wellesley Dr
Saginaw,MI48603 		NONE I Scholarship Grant 375

A Smith

9536 Lenore
Redford,MI48239 		NONE I Scholarship Grant 500

A Smith

3962 Hermansau Dr
Saginaw,MI48603 		NONE I Scholarship Grant 500

A Stamper

3 Blackstone Way
Dalton,GA30721 		NONE I Scholarship Grant 350

A Whitacre

10761 Wright Rd NW
Uniontown,OH44685 		NONE I Scholarship Grant 425

A Williams

5321 Moore St
Wayne,MI48184 		NONE I Scholarship Grant 450

A Yarrow

9242 Shorter Lake Road
Traverse City,MI49684 		NONE I Scholarship Grant 450

A Yates

4525 Fernbrook St
Dayton,OH45440 		NONE I Scholarship Grant 500

B Aubrey-Raymond

8817 Dudley Street
Taylor,MI48180 		NONE I Scholarship Grant 500

B Aune

1732 Progress Ave
Lincoln Park,MI48146 		NONE I Scholarship Grant 460

B Bowie

33430 Fran Court
Westland,MI48185 		NONE I Scholarship Grant 500

B Bryant

46342 Bartlett Dr
Canton,MI48187 		NONE I Scholarship Grant 500

B Burke

23760 Fairview Dr
New Boston,MI48164 		NONE I Scholarship Grant 480

B Dudek

20084 Herzog Dr
Rockwood,MI48173 		NONE I Scholarship Grant 460

B Foreman

7616 Camberwood Dr
Indianapolis,IN46268 		NONE I Scholarship Grant 429

B Hammer

15728 Oceana
Allen Park,MI48101 		NONE I Scholarship Grant 400

B Hill

23770 Stacey Dr
Brownstown,MI48183 		NONE I Scholarship Grant 460

B Kirchmer

11820 E Tipperary
Wichita,KS67206 		NONE I Scholarship Grant 450

B Kocurek

47608 Glengarry Blvd
Canton,MI48188 		NONE I Scholarship Grant 500

B Mongar

9368 E 48 1/2 Rd
Cadillac,MI49601 		NONE I Scholarship Grant 500

B Schafer

2811 Oaklawn Park
Saginaw,MI48603 		NONE I Scholarship Grant 390

B Sears

13600 Westcott Dr
Southgate,MI48195 		NONE I Scholarship Grant 460

B Shelp

1414 N Michigan Lane
Spokane Valley,WA99016 		NONE I Scholarship Grant 500

B Switzer

8560 Bent Pine Dr
Lake Ann,MI49650 		NONE I Scholarship Grant 450

B Tresvant

18474 Avon Ave
Detroit,MI48219 		NONE I Scholarship Grant 460

B Trotty

23788 Crisler St
Taylor,MI48180 		NONE I Scholarship Grant 500

B Young

4608 Wintergreen Dr N
Saginaw,MI48603 		NONE I Scholarship Grant 375

C Ashby

13147 70th Ave
Evart,MI49631 		NONE I Scholarship Grant 450

C Back

2262 E Bataan Dr
Kettering,OH45420 		NONE I Scholarship Grant 500

C Bender

84 West Center Rd
Kingsley,MI49649 		NONE I Scholarship Grant 500

C Bluitt

803 Dover Park Trail
Mansfield,TX76063 		NONE I Scholarship Grant 385

C Bogard

12499 Stallman Rd
Rapid City,MI49676 		NONE I Scholarship Grant 500

C Brown

12264 Westpoint St
Taylor,MI48180 		NONE I Scholarship Grant 450

C Chai

2900 Sunridge Heights Pkwy Apt 513
Henderson,NV89052 		NONE I Scholarship Grant 500

C Cowee

112 Adams Ave
LADSON,SC29456 		NONE I Scholarship Grant 460

C Dewey

10629 North Bass Lake Road
Irons,MI49644 		NONE I Scholarship Grant 500

C Finister

6784 Sandy Dr
Trotwood,OH45426 		NONE I Scholarship Grant 500

C Frierson

4406 NOWAK AVE
Huber Heights,OH45424 		NONE I Scholarship Grant 500

C Gray

574 Strohm
Traverse City,MI49696 		NONE I Scholarship Grant 480

C Grimm

16100 150th Ave
Leroy,MI49655 		NONE I Scholarship Grant 500

C Harlin

14318 Rutland
Detroit,MI48227 		NONE I Scholarship Grant 500

C Helsel

5929 W Southview ROAD
Lake City,MI49651 		NONE I Scholarship Grant 450

C Helsel

5929 West Southview Road
Lake City,MI49651 		NONE I Scholarship Grant 450

C Killian

10318 Cottonwood Ct
Zionsville,IN46077 		NONE I Scholarship Grant 429

C Knowles

1026 E 11 Mile Rd
Royal Oak,MI48067 		NONE I Scholarship Grant 480

C Krasson

35275 Chestnut Street
Wayne,MI48184 		NONE I Scholarship Grant 450

C LaCross

3666 N Michigan Ave
Saginaw,MI48604 		NONE I Scholarship Grant 375

C Littlejohn

351 Bert Road NE
Rome,GA30161 		NONE I Scholarship Grant 350

C Mumbiro

1375 Woodside Dr
Westland,MI48185 		NONE I Scholarship Grant 479

C Peters

2716 Hemphill Rd
Kettering,OH45440 		NONE I Scholarship Grant 500

C Price

1650 Vermeer Dr
Kettering,OH45420 		NONE I Scholarship Grant 500

C Robinson

685 Napolean Way
Traverse City,MI49696 		NONE I Scholarship Grant 480

C Robinson

1010 Jenkins Ln
Hendersonville,TN37075 		NONE I Scholarship Grant 500

C Russell

1049 Gleason Dr
Dayton,OH45424 		NONE I Scholarship Grant 500

C Taylor

30534 Hennigan St
Roseville,MI48066 		NONE I Scholarship Grant 500

C Thomas

2015 Gladstone St
Detroit,MI48206 		NONE I Scholarship Grant 500

C Thoran

10760 Roxbury
Detroit,MI48224 		NONE I Scholarship Grant 455

C Vincent

9312 Sycamore Trail
Brighton,MI48114 		NONE I Scholarship Grant 460

C Weaver

1615 Black Bark Lane
Traverse City,MI49696 		NONE I Scholarship Grant 500

D Anderson

2124 Elsmere Avenue
Dayton,OH45406 		NONE I Scholarship Grant 500

D Beri

2157 Regina
Lincoln Park,MI48146 		NONE I Scholarship Grant 485

D Carson

6769 Partridge Ave
Marion,MI49665 		NONE I Scholarship Grant 500

D Grossenheider-Albano

22455 Meadow Woods Cir
Taylor,MI48180 		NONE I Scholarship Grant 460

D Henton

94 Meadowbrook Lane
Lafayette,GA30728 		NONE I Scholarship Grant 400

D Mills

30840 PALMER
Westland,MI48186 		NONE I Scholarship Grant 450

D Roy

1661 West Republic
Salina,KS67401 		NONE I Scholarship Grant 350

D Sesi

33574 Rosewood Drive
Sterling Heights,MI48310 		NONE I Scholarship Grant 500

D Skelf

118 Topaz St
Rossville,GA30741 		NONE I Scholarship Grant 400

D Timmer

11320 Cedar Creek Road
Fife Lake,MI49633 		NONE I Scholarship Grant 480

D Weber

175 Ellington Rd
Riverside,OH45431 		NONE I Scholarship Grant 450

E Arenivas

301 Tarrant St
Mansfield,TX76063 		NONE I Scholarship Grant 385

E Brown

7929 Rosedale Blvd
Allen Park,MI48101 		NONE I Scholarship Grant 400

E Burton-Corbell

4946 Primrose Place
Wayne,MI48184 		NONE I Scholarship Grant 500

E Cox

945 Geneva Rd
Dayton,OH45417 		NONE I Scholarship Grant 500

E Doornbos

43180 Hadley Ct
Canton,MI48188 		NONE I Scholarship Grant 500

E Duru

43955 Stonebridge Dr
Belleville,MI48111 		NONE I Scholarship Grant 375

E Fitzgerald

21187 Parkview Road
Tustin,MI49688 		NONE I Scholarship Grant 500

E Foster

24372 Charles Dr
Brownstown,MI48183 		NONE I Scholarship Grant 460

E Hermel

4941 Meadowlark Ln
Traverse City,MI49685 		NONE I Scholarship Grant 450

E Klos

23160 Morningside St
Southfield,MI48034 		NONE I Scholarship Grant 400

E Mierka

24365 Myler Street
Taylor,MI48180 		NONE I Scholarship Grant 400

E Mitchell

976 Tranquil Point Rd
Traverse City,MI49696 		NONE I Scholarship Grant 500

E Nolan

7321 N Country Homes Blvd
Spokane,WA99208 		NONE I Scholarship Grant 500

E Peel

2945 Davis Ridge Road
Ringgold,GA30736 		NONE I Scholarship Grant 400

E Sax

24295 Curt Drive
Brownstown Township,MI48183 		NONE I Scholarship Grant 460

E Stacey

171 Ellington Rd
Riverside,OH45431 		NONE I Scholarship Grant 500

E Turton

1225 Colfax Ave
Kettering,OH45419 		NONE I Scholarship Grant 500

E Usher

7941 Banner St
Taylor,MI48180 		NONE I Scholarship Grant 400

E Varnado

46000 Geddes Rd
Canton,MI48184 		NONE I Scholarship Grant 500

F Ashour

1732 Renee Dr Apt 204
Dayton,OH45440 		NONE I Scholarship Grant 500

F Ashour

1732 Renee Dr Apt 204
Dayton,OH45440 		NONE I Scholarship Grant 500

F Liporace

661 Summit St
Englewood Cliffs,NJ07632 		NONE I Scholarship Grant 500

G Barhitte

4773 Luanne Lane
Traverse City,MI49685 		NONE I Scholarship Grant 480

G Demyanovich

25307 Hunter Lane
Flat Rock,MI48134 		NONE I Scholarship Grant 400

G DePalma

755 Harrison
Lincoln Park,MI48146 		NONE I Scholarship Grant 400

G Edwards

404 S Bradford Rd
Reese,MI48757 		NONE I Scholarship Grant 459

G Hawkins

27011 Yale St
Inkster,MI48141 		NONE I Scholarship Grant 500

G Howard

142 Diana Lane West
Fairborn,OH45324 		NONE I Scholarship Grant 500

G Moore

19173 130th Ave
Tustin,MI49688 		NONE I Scholarship Grant 455

G Schroka

3533 Alexander Ln
Interlochen,MI49643 		NONE I Scholarship Grant 500

G Thompson

1516 Darst Ave
Dayton,OH45403 		NONE I Scholarship Grant 500

G Trabulsi

7532 Silver View Lane
Raleigh,NC27613 		NONE I Scholarship Grant 500

H Cudney

11426 Yates Rd
Copemish,MI49625 		NONE I Scholarship Grant 450

H Dreffs

4626 Wintergreen Dr N
Saginaw,MI48603 		NONE I Scholarship Grant 390

H Haws

9726 Park Ave
Allen Park,MI48101 		NONE I Scholarship Grant 400

H Murchie

4600 Quail Ct
Traverse City,MI49685 		NONE I Scholarship Grant 450

H Norman

34025 Glover St
Wayne,MI48184 		NONE I Scholarship Grant 500

H Snell

2737 W Meisenheimer Rd
LUDINGTON,MI49431 		NONE I Scholarship Grant 400

H Stevens

2902 Sanderling Dr
Fort Wayne,IN46808 		NONE I Scholarship Grant 450

I Eshel

1164 S Orlando Ave
Los Angeles,CA90035 		NONE I Scholarship Grant 500

I Garcia

1190 Nevada Ave
San Jose,CA95125 		NONE I Scholarship Grant 500

I Henzel

31557 Alpena Court
Westland,MI48186 		NONE I Scholarship Grant 450

I Page

13727 Edison St
Southgate,MI48195 		NONE I Scholarship Grant 460

I Pedroza

303 Eden Street
Kingsley,MI49649 		NONE I Scholarship Grant 450

I Whipple

263 S East Silver Lake Rd
Traverse City,MI49685 		NONE I Scholarship Grant 450

J Bradshaw

41021 Old Michigan Ave
Canton,MI48188 		NONE I Scholarship Grant 500

J Bridget

3581 E M 115
CADILLAC,MI49601 		NONE I Scholarship Grant 450

J Bright

10800 W Stoney Corners Rd
McBain,MI49657 		NONE I Scholarship Grant 450

J Chapman

513 Catawba Ave
Westerville,OH43081 		NONE I Scholarship Grant 465

J Crites

15416 Richmond
Southgate,MI48195 		NONE I Scholarship Grant 400

J Curtis

202 Cottage Street
Cadillac,MI49601 		NONE I Scholarship Grant 500

J Dewberry-McCutchen

3818 Lakebend Dr A2
Dayton,OH45404 		NONE I Scholarship Grant 500

J Dolliver

2253 Delton Court
Westland,MI48186 		NONE I Scholarship Grant 450

J Flagg

33990 Glover Street
Wayne,MI48184 		NONE I Scholarship Grant 50

J Flowers

39311 Commons Dr
Romulus,MI48174 		NONE I Scholarship Grant 450

J Fogg

4534 Parklawn Drive
Kettering,OH45440 		NONE I Scholarship Grant 500

J Gaines

15060 Colbert St
Romulus,MI48174 		NONE I Scholarship Grant 500

J Hart

474 Deering St
Garden City,MI48135 		NONE I Scholarship Grant 500

J Hawker

2653 Camino Pl East
Kettering,OH45420 		NONE I Scholarship Grant 400

J Johnson

18474 Avon
Detroit,MI48219 		NONE I Scholarship Grant 460

J Jones

7424 Pierson Street
Detroit,MI48228 		NONE I Scholarship Grant 450

J Kitchen

413 East Beloit Ave
Salina,KS67401 		NONE I Scholarship Grant 350

J Mach

11959 Heatherwood Circle
Taylor,MI48180 		NONE I Scholarship Grant 500

J Maldonado

532 W Grand Blvd
Detroit,MI48216 		NONE I Scholarship Grant 460

J Moon

717 Bertina Ln
Traverse City,MI49696 		NONE I Scholarship Grant 450

J Moore

14228 Arden St
Livonia,MI48154 		NONE I Scholarship Grant 500

J Murphy

35454 Elm St
Wayne,MI48184 		NONE I Scholarship Grant 500

J Nash

2076 Glynn Ct
Detroit,MI48206 		NONE I Scholarship Grant 350

J Pacely

8281 Asbury Park
Detroit,MI48228 		NONE I Scholarship Grant 450

J Paulino

1708 Cedar Drive
Bennington,KS67422 		NONE I Scholarship Grant 350

J Powell

4438 1st
Wayne,MI48184 		NONE I Scholarship Grant 375

J Salazar

5334 Longs Peak St
Brighton,CO80601 		NONE I Scholarship Grant 475

J Sykes

12848 Arnold
Redford,MI48239 		NONE I Scholarship Grant 500

J Thomas

18971 Mc Cormick ST
Detroit,MI48224 		NONE I Scholarship Grant 500

J Watts

38659 Cody Dr
Romulus,MI48174 		NONE I Scholarship Grant 500

J Williams

3375 E Michigan Ave
Ypsilanti,MI48198 		NONE I Scholarship Grant 500

J Yang

10216 Gatemont Circle
Elk Grove,CA95624 		NONE I Scholarship Grant 500

J Ziecina

6951 Cook Rd
Williamsburg,MI49690 		NONE I Scholarship Grant 500

K Acevedo

4137 Pond Run
Canton,MI48188 		NONE I Scholarship Grant 500

K Adams

4949 Bangor St
Detroit,MI48210 		NONE I Scholarship Grant 500

K Adams

5 Cherokee St Unit 201
Rome,GA30161 		NONE I Scholarship Grant 450

K Austin

213 Caraway Lane
Cary,NC27519 		NONE I Scholarship Grant 500

K Bishop

32549 Oriole Lane
Wayne,MI48184 		NONE I Scholarship Grant 500

K Bostic

11613 Meadows Ct
Van Buren Charter TWP,MI48111 		NONE I Scholarship Grant 500

K Coger

304 N Pickard St
Marion,MI49665 		NONE I Scholarship Grant 449

K Cole

39206 Wyoming Dr
Romulus,MI48174 		NONE I Scholarship Grant 500

K Collier

8985 McClellan
Detroit,MI48213 		NONE I Scholarship Grant 298

K Cook

1498 Scenic Dr
Muskegon,MI49445 		NONE I Scholarship Grant 360

K Flagg

33990 Glover Street
Wayne,MI48184 		NONE I Scholarship Grant 50

K Friday

5386 W Jeffers Rd
Irons,MI49644 		NONE I Scholarship Grant 500

K Geiger

4690 W Caro Rd
Vassar,MI48768 		NONE I Scholarship Grant 459

K Johnson

14536 E 20th Ct
Spokane,WA99037 		NONE I Scholarship Grant 500

K Knowles

1487 Stacy Drive
Canton,MI48188 		NONE I Scholarship Grant 479

K Kuanoni-Kekona

PO Box 1954
Wailuku,HI96793 		NONE I Scholarship Grant 500

K Michael

4432 JASMINE DR
SAGINAW,MI48603 		NONE I Scholarship Grant 385

K Mitchell

7761 Katherine St
Taylor,MI48180 		NONE I Scholarship Grant 480

K Moore

22036 Provincial
Woodhaven,MI48183 		NONE I Scholarship Grant 480

K Nevins

43416 Heatherfield Blvd
Van Buren Charter Twp,MI48111 		NONE I Scholarship Grant 500

K Ralston

2959 Acosta St
Kettering,OH45420 		NONE I Scholarship Grant 500

K Seale

35947 Sussex Dr
Romulus,MI48174 		NONE I Scholarship Grant 450

K Springer

42201 Camden Rd
Belleville,MI48111 		NONE I Scholarship Grant 500

K Williams

14450 Northfield
Oak Park,MI48237 		NONE I Scholarship Grant 500

K Williams

1430 West Union Road
Norwich,OH43767 		NONE I Scholarship Grant 495

K Williams

14450 Northfield
Oak Park,MI48237 		NONE I Scholarship Grant 500

K Zuidersma

31 S West Silver Lake Rd
Traverse City,MI49685 		NONE I Scholarship Grant 450

L Bojka

122 Summit Road
Prospect,CT06712 		NONE I Scholarship Grant 500

L Denzel

1906 Mary Street
Cadillac,MI49601 		NONE I Scholarship Grant 500

L Emerick

3522 3rd Street
Wyandotte,MI48192 		NONE I Scholarship Grant 500

L Ferguson

31437 Lyons Circle E
Warren,MI48092 		NONE I Scholarship Grant 500

L Glass

5678 Howe Rd
Wayne,MI48184 		NONE I Scholarship Grant 450

L Hawkins

14121 Billette Dr
Sterling Heights,MI48313 		NONE I Scholarship Grant 450

L Justice

1250 South Venoy Rd
Westland,MI48186 		NONE I Scholarship Grant 500

L Medina

1645 Glendale Ave
Saginaw,MI48638 		NONE I Scholarship Grant 500

L Mitchell

18725 Codding St
Detroit,MI48219 		NONE I Scholarship Grant 485

L Moore

178 Arlington St
Inkster,MI48141 		NONE I Scholarship Grant 500

L Moore

4632 Saint Antoine
Detroit,MI48201 		NONE I Scholarship Grant 500

L Mueller

4523 Silver Valley Lane
Traverse City,MI49684 		NONE I Scholarship Grant 500

L Page

1537 Zorn
Westland,MI48186 		NONE I Scholarship Grant 450

L Podlewski

22073 Genesis Dr
Woodhaven,MI48183 		NONE I Scholarship Grant 460

L Roberts

2471 Homeland Court
Kettering,OH45420 		NONE I Scholarship Grant 500

L Sterk

7901 Walton Rd
Fife Lake,MI49633 		NONE I Scholarship Grant 500

L Turton

1225 Colfax Ave
Kettering,OH45419 		NONE I Scholarship Grant 500

L Wilkins

4020 San Marino St
Kettering,OH45440 		NONE I Scholarship Grant 500

M Ashby

113 Old Dike Rd
Trumbull,CT06611 		NONE I Scholarship Grant 500

M Barber

11051 17 Mile Road
Evart,MI49631 		NONE I Scholarship Grant 450

M Creditor

19521 Halsted Street
Northridge,CA91324 		NONE I Scholarship Grant 398

M DiBiase

7680 Devonwood Ct
Dayton,OH45424 		NONE I Scholarship Grant 500

M Givens

723 Sherbourne
Inkster,MI48141 		NONE I Scholarship Grant 450

M Goudy

19456 Cheyenne St
Detroit,MI48235 		NONE I Scholarship Grant 500

M Gugle

15180 Wilderness Trail
Leroy,MI49655 		NONE I Scholarship Grant 450

M Hall

PO Box 595
Lake City,MI49651 		NONE I Scholarship Grant 450

M Head

10637 Epic Ct
Rancho Cordova,CA95670 		NONE I Scholarship Grant 500

M Hill

893 W Forestlane Dr
Traverse City,MI49686 		NONE I Scholarship Grant 500

M Lee

20506 Westhampton Ave
Southfield,MI48075 		NONE I Scholarship Grant 450

M Lockett

30072 Parkwood
Inkster,MI48141 		NONE I Scholarship Grant 500

M Mcfaline

4940 ALLENS RIDGE DR
MORROW,OH45152 		NONE I Scholarship Grant 500

M McPherson

2459 Sparling Road
Kingsley,MI49649 		NONE I Scholarship Grant 500

M Murray

7438 Admiralty
Canton,MI48187 		NONE I Scholarship Grant 500

M Murray

18505 Edinborough Rd
Detroit,MI48219 		NONE I Scholarship Grant 400

M Owens

23828 Foxmoor Blvd
Woodhaven,MI48183 		NONE I Scholarship Grant 460

M Owens

23828 Foxmoor Blvd
Woodhaven,MI48183 		NONE I Scholarship Grant 460

M Pampreen

1145 Arges River Drive
Fort Mill,SC29715 		NONE I Scholarship Grant 450

M Pelton

3102 GULFSTREAM DR
SAGINAW,MI48603 		NONE I Scholarship Grant 380

M Riedel

2510 Mackenzie Circle
Salina,KS67401 		NONE I Scholarship Grant 350

M Rodriguez-Martinez

4151 Washington St
Wayne,MI48184 		NONE I Scholarship Grant 500

M Saxton

375 Timber Hill Drive
Traverse City,MI49696 		NONE I Scholarship Grant 400

M Sino

28640 Glenwood St
Inkster,MI48141 		NONE I Scholarship Grant 500

M Skelf

118 Topaz St
Rossville,GA30741 		NONE I Scholarship Grant 400

M Sloan

9721 Monte Mar Drive
Los Angeles,CA90035 		NONE I Scholarship Grant 500

M Smith

8891 Continental Dr
Taylor,MI48180 		NONE I Scholarship Grant 500

M Stewart

25616 Hanover St
Dearborn Heights,MI48125 		NONE I Scholarship Grant 500

M Talley

4537 Raccoon Trail
Hermitage,TN37076 		NONE I Scholarship Grant 500

M Thornton

23020 Fairway Drive
Woodhaven,MI48183 		NONE I Scholarship Grant 400

M Vasquez

4041 Hillsdale Ave NE
Grand Rapids,MI49525 		NONE I Scholarship Grant 500

M Waterman

9B Hyde Street
Danvers,MA01923 		NONE I Scholarship Grant 500

MCPHERSON COLLEGE

PO BOX 1402
MCPHERSON,KS67460 		N/A PC Automotive Restoration Dept fund 25,000

N Cameon

20897 Hickory St
Woodhaven,MI48183 		NONE I Scholarship Grant 500

N Dabish

3270 Lakeforest Dr
Sterling Heights,MI48314 		NONE I Scholarship Grant 450

N Desai

168 Benham St
Hamden,CT06514 		NONE I Scholarship Grant 500

N Graham

32300 Grandview Ave
Westland,MI48186 		NONE I Scholarship Grant 500

N Herbert

233 Carmen Hill
New Milford,CT06776 		NONE I Scholarship Grant 500

N Kekauoha-Schultz

64 Nakea Way
Wailuku,HI96793 		NONE I Scholarship Grant 500

O Farmer

2046 Alberta St
Westland,MI48186 		NONE I Scholarship Grant 500

O Nelson

116 Howard
Cadillac,MI49601 		NONE I Scholarship Grant 450

O Troy

3381 Cranberry Drive
Clyde,MI48049 		NONE I Scholarship Grant 500

P Daniel

26797 Carly
Brownstown,MI48174 		NONE I Scholarship Grant 400

P Davis

3889 Pebble Creek Dr
Cadillac,MI49665 		NONE I Scholarship Grant 500

P Eiden

15006 Englewood Avenue
Allen Park,MI48101 		NONE I Scholarship Grant 400

P Hill

7200 Enfield Ave
Reseda,CA91335 		NONE I Scholarship Grant 500

P Kanouse

1223 Manning St
CADILLAC,MI49601 		NONE I Scholarship Grant 500

P Parker

2210 Eden Green Drive
Arlington,TX76001 		NONE I Scholarship Grant 385

P Wrase

20270 Pinecrest
Taylor,MI48180 		NONE I Scholarship Grant 500

R Allen

22825 Arcadia
Saint Clair Shores,MI48082 		NONE I Scholarship Grant 500

R Beasley

13211 Mantauk Ct
Van Buren,MI48111 		NONE I Scholarship Grant 500

R Chapman

224 Regent Street SE
Grand Rapids,MI49548 		NONE I Scholarship Grant 435

R Cooper

9060 Kingsfield Dr
Kingsley,MI49649 		NONE I Scholarship Grant 500

R Cowee

112 Adams Ave
LADSON,SC29456 		NONE I Scholarship Grant 449

R Crosson

24372 Christian Drive
Brownstown,MI48134 		NONE I Scholarship Grant 395

R Diehl

2126 SWAN LN
Safety Harbor,FL34695 		NONE I Scholarship Grant 500

R Fitzgerald

106 Churchill Chase
Meriden,CT06450 		NONE I Scholarship Grant 500

R Lewis

1913 Valley Park Dr
Nashville,TN37216 		NONE I Scholarship Grant 500

R Marbury

1433 16th Street
Detroit,MI48216 		NONE I Scholarship Grant 500

R Mickens III

1996 Cottrill Lane
Westland,MI48186 		NONE I Scholarship Grant 500

R Owens

831 West Perrin
Springfield,OH45506 		NONE I Scholarship Grant 500

R Robertson

11750 Burt Rd
Detroit,MI48228 		NONE I Scholarship Grant 500

R Tellez

3711 Ackerman Blvd
Kettering,OH45429 		NONE I Scholarship Grant 500

R Willis

3385 Back Berryton Rd
Summerville,GA30747 		NONE I Scholarship Grant 350

RPM FOUNDATION

2702 E D ST
TACOMA,WA98421 		N/A SO I The Endangered Skills Program 50,000

S Amerson

28745 Tavistock Trail
Southfield,MI48034 		NONE I Scholarship Grant 500

S Bennett

4785 Jessica Suzanne Dr
Morrow,OH45152 		NONE I Scholarship Grant 500

S Broadnax

1135 Craig Dr
Westland,MI48186 		NONE I Scholarship Grant 500

S Coovert

517 Oakview Dr
Kettering,OH45429 		NONE I Scholarship Grant 500

S Edwards

404 S Bradford Rd
Reese,MI48757 		NONE I Scholarship Grant 459

S Germano

24266 BRENTWOOD DR
BROWNSTOWN,MI48183 		NONE I Scholarship Grant 400

S Heskett

252 Blendon Road
West Jefferson,OH43162 		NONE I Scholarship Grant 479

S Horner

1919 Alanson St
Westland,MI48186 		NONE I Scholarship Grant 500

S Krasson

35275 Chestnut Street
Wayne,MI48184 		NONE I Scholarship Grant 450

S Langolf

3248 Wadhams Rd
Clyde,MI48049 		NONE I Scholarship Grant 500

S Lione

11210 Somerset Dr
North Royalton,OH44133 		NONE I Scholarship Grant 500

S Outman

8964 Lamplighter Lane
Cadillac,MI49601 		NONE I Scholarship Grant 500

S Patterson

18680 Pheasant Ridge Rd
Prior Lake,MN55372 		NONE I Scholarship Grant 420

S Penn

2044 Alanson
Westland,MI48186 		NONE I Scholarship Grant 300

S Sikkema

17818 5th Ave
Marion,MI49665 		NONE I Scholarship Grant 455

S Thomas

23831 Thorn Drive
Brownstown,MI48134 		NONE I Scholarship Grant 460

S Tucker

636 Hidden Ridge Dr
Traverse City,MI49686 		NONE I Scholarship Grant 500

T Albano

22455 Meadow Woods Cir
Taylor,MI48180 		NONE I Scholarship Grant 460

T Allen

34205 Pinewoods Cir Apt 203
Romulus,MI48186 		NONE I Scholarship Grant 500

T Caulford

594 Pohala St
Wailuku,HI96793 		NONE I Scholarship Grant 500

T Cory

419 East Harris St
Cadillac,MI49601 		NONE I Scholarship Grant 450

T Devereaux

823 S Marcus Ct
Spokane Valley,WA99037 		NONE I Scholarship Grant 500

T Gribbin

118 Rouen Lane
Summerville,SC29486 		NONE I Scholarship Grant 450

T Schnitzer

726 Kealii Dr
Wailuku,HI96793 		NONE I Scholarship Grant 500

T Woelkers

9221 CLAY ST
MERRILLVILLE,IN46410 		NONE I Scholarship Grant 450

T Wolfinger

15735 Chapel Hill St
Jones,MI49961 		NONE I Scholarship Grant 460

THE EDISON INSTITUTE INC

20900 OAKWOOD BLVD
DEARBORN,MI48124 		N/A PC General & Unrestricted 850

THE EDISON INSTITUTE INC

20900 OAKWOOD BLVD
DEARBORN,MI48124 		N/A PC Hudson Hornet exhibit 2,340

V Kinsey

36911 Greenbush
Wayne,MI48184 		NONE I Scholarship Grant 500

V Scola

39675 Cantrell Road
Temecula,CA92591 		NONE I Scholarship Grant 500

V Spidell

43855 PROCTOR RD
Canton,MI48188 		NONE I Scholarship Grant 450

X Kolarik

2870 Glen Dr
Traverse City,MI49686 		NONE I Scholarship Grant 500

X Mills

30840 PALMER
Westland,MI48186 		NONE I Scholarship Grant 75

Y Negash

15033 S Saint Andrews Avenue
Olathe,KS66061 		NONE I Scholarship Grant 500

Z Barclay

19466 San Juan
Detroit,MI48221 		NONE I Scholarship Grant 500

Z Boone

34957 Currier St
Wayne,MI48184 		NONE I Scholarship Grant 450

Z Fritz

1398 Marlowe St
Canton,MI48187 		NONE I Scholarship Grant 500

Z Trigg

2650 E High St Apt 61
Springfield,OH45505 		NONE I Scholarship Grant 450

Z Waller

112 Violet Street SW
Grand Rapids,MI49548 		NONE I Scholarship Grant 500

Z Woelkers

9221 CLAY ST
MERRILLVILLE,IN46410 		NONE I Scholarship Grant 450
Total .................................right arrow 3a 229,937
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 823  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM YOUTUBE ADVERTISING 		541800 44,113      
bUNIFORMS REFUND     01 1,092  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 44,113 1,915  
13Total. Add line 12, columns (b), (d), and (e)..................
13
46,028
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Hagerty Drivers Foundation
 
Employer identification number

46-1562577
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Hagerty Drivers Foundation
  		Employer identification number
46-1562577
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Morgan Duffy
30 TURNPIKE RD STE 5
 
SOUTHBOROUGH, MA01772

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Hagerty Management LLC
141 Rivers Edge Dr STE 200
 
Traverse City, MI49684

$ 616,248


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Bennett H Logan
7270 Cortney Glen Ln
 
Lewisville, NC27023

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
William H Lyon
PO Box 8858
 
Newport Beach, CA92658

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
Alan F Schultz
10831 7 Mile Rd
 
Northville, MI48167

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
Jack Boyd Smith Jr
1810 West Lusher Ave
 
Elkhart, IN46514

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
Hagerty Drivers Foundation
  		Employer identification number
46-1562577
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
University Impact
3305 North University Ave STE 275
 
Provo, UT84604

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
Kassidy Wilson
6003 Old Cheney Road Suite 350
 
Lincoln, NE68516

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Hagerty Drivers Foundation
  		Employer identification number

46-1562577
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Hagerty Drivers Foundation
  		Employer identification number

46-1562577
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

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TY 2023 DepreciationSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 LiquidationExplanationStmt
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $229,937. This amount represents 25% or more of the Foundation's net assets of $83,585 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2023 LegalFeesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL CONSULTATIONS 5,726     5,726


TY 2023 OtherExpensesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 88,043     88,043
Fundraising Event 2,752     2,752
Indemnification Insurance 1,596     1,596
Insurance Premiums 1,325     1,325
VEHICLE EVENT EXPENSES 111,870     111,870
VEHICLE TRANSPORTATION 3,440     3,440
Postage/Delivery Service 307     307
State or Local Filing Fees 65     65
PROCESSING FEES 967     967


TY 2023 OtherIncomeSchedule2
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Income from YouTube Advertising 44,113    
Uniforms Refund 1,092    


TY 2023 OtherIncreasesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Description Amount
RETURNED GRANTS 1,000


TY 2023 OtherProfessionalFeesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DOCUMENTARY FILM PRODUCTION 79,330     79,330
PUBLIC RELATIONS 52,151     52,151
SCANNING SERVICES 21,003     21,003
PHOTOGRAPHY SERVICES 1,730     1,730