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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$193,238J 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) 475,369
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,314 2,314  
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
170,128 500  
12 Total. Add lines 1 through 11........ 647,811 2,814  
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
3,642 0 0 3,642
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,200 0 0 16,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
148,806     148,806
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,335      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,270     16,270
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
231,605     231,605
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 426,858 0 0 416,523
25 Contributions, gifts, grants paid....... 192,365 192,365
26 Total expenses and disbursements. Add lines 24 and 25 619,223 0 0 608,888
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,588
b Net investment income (if negative, enter -0-) 2,814
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 152,346 181,434 181,434
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) 164,150 193,238 193,238
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 164,150 193,238
29 Total net assets or fund balances (see instructions)..... 164,150 193,238
30 Total liabilities and net assets/fund balances (see instructions). 164,150 193,238
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
164,150
2
Enter amount from Part I, line 27a .....................
2
28,588
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
500
4
Add lines 1, 2, and 3 ..........................
4
193,238
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
193,238
Form 990-PF (2024)
Form 990-PF (2024)
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 39
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 39
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 39
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,100
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 1,061
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,061 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
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
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 (2024)
Form 990-PF (2024)
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 94,804
55 Walls Drive 3rd Fl
Fairfield,CT06824
The Exhibit Company Exhibit Consulting 71,540
239 Old New Brunswick Road 3712
Piscataway,NJ08854
rEvolution Marketing LLC public relations 69,713
6501 Sims Drive
STERLING HEIGHTS,MI48313
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. 88,309
2 PUBLIC EXHIBITIONS: EDUCATION OF THE PUBLIC THROUGH THE DISPLAY OF VEHICLES OF HISTORIC, CULTURAL, AND ARTISTIC VALUE AS WELL AS HANDS-ON ACTIVITIES. 186,908
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 (2024)
Form 990-PF (2024)
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
243,012
c
Fair market value of all other assets (see instructions)................
1c
11,804
d
Total (add lines 1a, b, and c).........................
1d
254,816
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
254,816
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,822
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
250,994
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,550
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
12,550
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
31,871
c
Add lines 2a and 2b............................
2c
31,910
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
0
4
Recoveries of amounts treated as qualifying distributions................
4
500
5
Add lines 3 and 4............................
5
500
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
500
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
608,888
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
608,888
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 500
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 550,847
d From 2022...... 692,842
e From 2023...... 619,345
f Total of lines 3a through e ........ 1,863,034
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 608,888
a Applied to 2023, 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 2024 distributable amount..... 500
e Remaining amount distributed out of corpus 608,388
5 Excess distributions carryover applied to 2024.    
(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 2,471,422
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,471,422
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 550,847
c Excess from 2022.... 692,842
d Excess from 2023.... 619,345
e Excess from 2024.... 608,388
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 Adams

567 cleophus
Lincoln Park,MI48146 		NONE I Scholarship Grant 400

A Arceneaux

100 Beringer Drive
Duson,LA70529 		NONE I Scholarship Grant 500

A Armstrong

1908 Marigold Street
Alexandria,LA71301 		NONE I Scholarship Grant 425

A Boswell

4730 West 122nd Place
Crown Point,IN46307 		NONE I Scholarship Grant 460

A Brevelle

521 Donald Circle
Alexandria,LA71303 		NONE I Scholarship Grant 425

A Chatman

5203 Chestnut Drive
Alexandria,LA71302 		NONE I Scholarship Grant 500

A Clark

1054 highland ave
Lincoln park,MI48146 		NONE I Scholarship Grant 400

A Cook

3644 S Graham
Saginaw,MI48609 		NONE I Scholarship Grant 390

A Dean

25550 Hemingway Ave G
Stevenson Ranch,CA91381 		NONE I Scholarship Grant 500

A Duhon

505 S Central St
Delcambre,LA70528 		NONE I Scholarship Grant 440

A Evans

108 Price Rd
Sicily Island,LA71368 		NONE I Scholarship Grant 450

A Fife

359 Smith Bible Rd
Delhi,LA71232 		NONE I Scholarship Grant 500

A Foster

266 Lee Street
Ferriday,LA71334 		NONE I Scholarship Grant 425

A Gabriel

409 Summerfest Drive
Lafayette,LA70507 		NONE I Scholarship Grant 500

A Johnson

3926 HWY 28 E
PINEVILLE,LA71360 		NONE I Scholarship Grant 425

A Jordan

1633 waterbind rd
Grayson,LA71435 		NONE I Scholarship Grant 475

A Khan

19102 Pine Ledge Dr
Brownstown,MI48193 		NONE I Scholarship Grant 75

A Mayes

404 State Street
Jonesville,LA71343 		NONE I Scholarship Grant 500

A McCray

3700 Parkland Drive
Monroe,LA71203 		NONE I Scholarship Grant 450

A McCray

3700 Parkland st
Monroe,LA71203 		NONE I Scholarship Grant 450

A Muran

4108 Ridgecliff Dr
Beavercreek,OH45440 		NONE I Scholarship Grant 500

A Reamer

33480 Michigan ave
Wayne,MI48184 		NONE I Scholarship Grant 500

A Reiff

61619 High St
Jones,MI49061 		NONE I Scholarship Grant 500

A Romo

44 LOHA ST
MAKAWAO,HI96768 		NONE I Scholarship Grant 500

A Russ

4144 Morel drive
Cadillac,MI49601 		NONE I Scholarship Grant 500

A Sajid

304 Selman Drive
Monroe,LA71203 		NONE I Scholarship Grant 500

A Santellan

227 Roberts St
Manton,MI49663 		NONE I Scholarship Grant 500

A Stark

8264 Sweetgum Drive
Gonzales,LA70737 		NONE I Scholarship Grant 500

A Sterk

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

A Switzer

8560 Bent Pine Dr
Lake Ann,MI49650 		NONE I Scholarship Grant 480

A Taylor

124F Brasseaux Rd
Carencro,LA70520 		NONE I Scholarship Grant 500

A Trudel

13619 E Sanson Ave
Spokane,WA99216 		NONE I Scholarship Grant 500

A Wilkins

8421 Hearth Dr
Houston,TX77054 		NONE I Scholarship Grant 80

A Winters

307 Sedric Drive
Duson,LA70529 		NONE I Scholarship Grant 500

B Bourgeois

110 cotton field dr
lafayette,LA70507 		NONE I Scholarship Grant 500

B Clark

1018 Montrose Blvd
Lafayette,LA70503 		NONE I Scholarship Grant 500

B Deaton

56 Halsey drive
Dayton,OH45403 		NONE I Scholarship Grant 500

B Hass

29305 Magnolia Dr
Flat Rock,MI48134 		NONE I Scholarship Grant 465

B Heuker

8632 Lamplighter Lane
Cadillac,MI49601 		NONE I Scholarship Grant 500

B Humphrey

2177 Moran Ave
Lincoln Park,MI48146 		NONE I Scholarship Grant 460

B Huval

306 Shinnecock Hills Drive
BROUSSARD,LA70518 		NONE I Scholarship Grant 500

B Klos

15548 Aster Avenue
Allen Park,MI48101 		NONE I Scholarship Grant 470

B Peterson

32001 Bondie Drive
Rockwood,MI48173 		NONE I Scholarship Grant 500

B Reiff

61619 High St
Jones,MI49061 		NONE I Scholarship Grant 500

B Smith

1600 Elm Street
New Iberia,LA70560 		NONE I Scholarship Grant 500

B Stubbe

25487 Statler Street
Taylor,MI48180 		NONE I Scholarship Grant 465

B Vance

2112 Pittsfield Street
Kettering,OH45420 		NONE I Scholarship Grant 500

B VanProoyen

2543 Holtman Dr NE
Grand Rapids,MI49525 		NONE I Scholarship Grant 500

C Blake

5405 Hideaway Dr
Alexandria,LA71303 		NONE I Scholarship Grant 400

C Bowman

130 Skipper Dr
Ferriday,LA71334 		NONE I Scholarship Grant 425

C Brattain

4084 S County Road 550 E
Greensburg,IN47240 		NONE I Scholarship Grant 430

C Brosi

1939 Ruskin Rd
Salina,KS67401 		NONE I Scholarship Grant 325

C BROWN

PO BOX 319
WISNER,LA71378 		NONE I Scholarship Grant 425

C BROWN

PO BOX 319
WISNER,LA71378 		NONE I Scholarship Grant 425

C Chatman

6011 Benjamin St
Alexandria,LA71303 		NONE I Scholarship Grant 425

C Comeaux

201 Stanley Road
Carencro,LA70520 		NONE I Scholarship Grant 480

C Daubresse

17919 princess ave
Romulus,MI48174 		NONE I Scholarship Grant 465

C Demette

19528 West Cloma Road
Abbeville,LA70510 		NONE I Scholarship Grant 460

C Fuller

502 Beechwood Rd
Salina,KS67401 		NONE I Scholarship Grant 350

C Grant

33696 Fairchild st
Westland,MI48186 		NONE I Scholarship Grant 450

C Hensler

32659 HAZELWOOD ST
WESTLAND,MI48186 		NONE I Scholarship Grant 500

C Jones

180 Hornwood Dr
Dayton,OH45405 		NONE I Scholarship Grant 500

C Klos

9870 Mortenview Drive
Taylor,MI48180 		NONE I Scholarship Grant 400

C Lewis

23 N Elm Avenue
Fairborn,OH45324 		NONE I Scholarship Grant 500

C Mock

6646 ILLINOIS AVE
Hammond,IN46323 		NONE I Scholarship Grant 450

C Perry

4329 Frontenac Drive
Beavercreek,OH45440 		NONE I Scholarship Grant 500

C Schonert

10270 19 Mile Rd
Tustin,MI49688 		NONE I Scholarship Grant 480

C Sizemore

2920 Fields Ave
Kettering,OH45420 		NONE I Scholarship Grant 500

C Soria Escobar

1711 South Boone St Apt H1
Aberdeen,WA98520 		NONE I Scholarship Grant 460

C Stewart

7198 Shenandoah
Allen Park,MI48101 		NONE I Scholarship Grant 465

C Taylor

1123 buckalew rd
Jena,LA71342 		NONE I Scholarship Grant 425

C Washington

210 Holiday Cove Dr
Monroe,LA71203 		NONE I Scholarship Grant 500

C West-smith

12888 Caldwell
Detroit,MI48212 		NONE I Scholarship Grant 500

D Browden

5514 richard ave
Alexandria,LA71302 		NONE I Scholarship Grant 425

D Forro

620 Columbus St
Kingsley,MI49649 		NONE I Scholarship Grant 459

D Gatson

208 Sunset Dr
Alexandria,LA71301 		NONE I Scholarship Grant 500

D Gholston

150 Diane St Lot A
Clayton,LA71326 		NONE I Scholarship Grant 425

D Hughes

103 John Dale dr
Vidalia,LA71373 		NONE I Scholarship Grant 425

D Ivanovitch

1921 N Coach Dr
Spokane,WA99016 		NONE I Scholarship Grant 500

D Jasmin

3292 Ann St
Vacherie,LA70090 		NONE I Scholarship Grant 500

D Levy

510 S Young St
Abbeville,LA70510 		NONE I Scholarship Grant 500

D Moody

9582 Evergreen
Detroit,MI48228 		NONE I Scholarship Grant 500

D O'Steen

7257 Esler Field Road
Pineville,LA71360 		NONE I Scholarship Grant 425

D Paternostro

106 adam lane
Duson,LA70529 		NONE I Scholarship Grant 500

D R I V E ONE

57385 N AVE
RAY TWP,MI48096 		N/A PC DRIVE One: RevUp FUND 5,000

D Reed

519 Edgewood Dr
Pineville,LA71360 		NONE I Scholarship Grant 380

D Taylor

5182 Breithaupt st
Jena,LA71342 		NONE I Scholarship Grant 500

d troost

2345 20 mile road marion
Leroy,MI49665 		NONE I Scholarship Grant 500

D Underwood

3916 sigma rd se
Kalkaska,MI49646 		NONE I Scholarship Grant 490

D Vielman

216 Monarch Drive
Monroe,LA71203 		NONE I Scholarship Grant 480

D West-Smith

12888 Caldwell
Detroit,MI48212 		NONE I Scholarship Grant 500

E Adair

9932 North St
Reese,MI48757 		NONE I Scholarship Grant 380

E Beesley

24791 Summer Lane
Flat Rock,MI48134 		NONE I Scholarship Grant 465

E Berman

4082 Broadacres Ave
Dayton,OH45405 		NONE I Scholarship Grant 500

E Fowler

405 Ripple Park Dr
Summerville,SC29486 		NONE I Scholarship Grant 500

E Grycel

4380 Augusta Drive
Broomfield,CO80023 		NONE I Scholarship Grant 500

E Haas

227 E 10th St
Traverse City,MI49684 		NONE I Scholarship Grant 480

E Johnson

6223 Lancaster Ln
Cadillac,MI49601 		NONE I Scholarship Grant 480

E Kreighbaum

61 Autumn Leaf Ln
Bennington,KS67422 		NONE I Scholarship Grant 340

E Mandigo

7210 Liberty Street
Shreveport,LA71106 		NONE I Scholarship Grant 500

E Rice

103 hall rd
clayton,LA71326 		NONE I Scholarship Grant 425

E Smith

502 E Villien St
Abbeville,LA70510 		NONE I Scholarship Grant 500

E Swank

190 Zeke Allen Rd
Chatsworth,GA30705 		NONE I Scholarship Grant 400

E Wright

601 Briarcliff Rd
Salina,KS67401 		NONE I Scholarship Grant 350

F Clavier

204 Austin Rd
Youngsville,LA70592 		NONE I Scholarship Grant 500

F DeCandia

8 Churchill road
Old tappan,NJ07675 		NONE I Scholarship Grant 500

G Austin

7125 Historic Ct
Dayton,OH45414 		NONE I Scholarship Grant 500

G Garcia

2349 23rd street
wyandotte,MI48192 		NONE I Scholarship Grant 460

G Hunt

6896 Tremble Trail
Pellston,MI49769 		NONE I Scholarship Grant 500

G Kelly

1524 wellerman rd
west monroe,LA71291 		NONE I Scholarship Grant 495

G Peyton

10890 Pomona St
Miamisburg,OH45342 		NONE I Scholarship Grant 500

G Robinson

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

G Walker

27799 White Oak
Brownstown,MI48183 		NONE I Scholarship Grant 465

G Woods III

44891 Trails Court
Canton,MI48187 		NONE I Scholarship Grant 500

H Bachi

6070 Bates Rd
Williamsburg,MI49690 		NONE I Scholarship Grant 480

H Davis

317 Woodland Ave
Ferriday,LA71334 		NONE I Scholarship Grant 385

H Griffore

7288 7 Mile Rd
Freeland,MI48623 		NONE I Scholarship Grant 380

H Hall

112 RIVERVIEW PL
Jonesboro,GA30238 		NONE I Scholarship Grant 500

H Howard

10208 E Carter Center
Traverse City,MI49684 		NONE I Scholarship Grant 480

H Russ

326 Coral sunset way
Summerville,SC29486 		NONE I Scholarship Grant 499

H Turley

231 Keolalani St
Makawao,HI96768 		NONE I Scholarship Grant 500

I Ayres

3064 Coker Dr
Dayton,OH45440 		NONE I Scholarship Grant 500

I Griffore

7288 7 mile rd
Freeland,MI48623 		NONE I Scholarship Grant 465

I Khan

15525 Pheasant Run
Southgate,MI48195 		NONE I Scholarship Grant 465

I Makki

27136 N Pleasant Ridge
Dearborn Heights,MI48127 		NONE I Scholarship Grant 480

I McDonlad

310 Spruce Street
Elk Rapids,MI49629 		NONE I Scholarship Grant 500

I Smith

22624 Canterbury St
Woodhaven,MI48183 		NONE I Scholarship Grant 460

I Stewart

10055 hodenpyl dam
Mesick,MI49668 		NONE I Scholarship Grant 500

I Vielman

216 Monarch Drive
Monroe,LA71203 		NONE I Scholarship Grant 480

I Wilson

14 Carss Rd
Tweed,Ontariok0k 3j0
CA 		NONE I Scholarship Grant 500

J Antwine

7005 legacy loop
Pineville,LA71360 		NONE I Scholarship Grant 500

J Bayonne

316 Williamson Street
Alexandria,LA71302 		NONE I Scholarship Grant 425

J Bennett

135 Durke rd
Lafayette,LA70508 		NONE I Scholarship Grant 500

J Burns

6321 joyce st
Alexandria,LA71302 		NONE I Scholarship Grant 500

J Bush

2061 Cypress Island Highway
Saint Martinville,LA70582 		NONE I Scholarship Grant 500

J Comes

213 E Minneapolis
Salina,KS67401 		NONE I Scholarship Grant 350

J Comes

213 E Minneapolis
Salina,KS67401 		NONE I Scholarship Grant 350

J Fair

337 highway 565
Jonesville,LA71343 		NONE I Scholarship Grant 485

J Fredenburg

26195 Norfolk st
Inkster,MI48141 		NONE I Scholarship Grant 450

J fredenburg

26195 Norfolk St
inkster,MI48141 		NONE I Scholarship Grant 450

J Furtah

7788 Van Pelt Rd
Kingsley,MI49649 		NONE I Scholarship Grant 70

J Girken

27119 Blum Street
Roseville,MI48066 		NONE I Scholarship Grant 500

J Green

704 7TH Street
Ferriday,LA71334 		NONE I Scholarship Grant 450

J Harris

105 baltic St
Lafayette,LA70506 		NONE I Scholarship Grant 425

J Hauck

15744 Belmont Ave
Allen Park,MI48101 		NONE I Scholarship Grant 425

J Johnson

5363 Mohican Rd
Indianapolis,IN46220 		NONE I Scholarship Grant 500

J Johnson

8508 Gigi
newport,MI48166 		NONE I Scholarship Grant 300

J Johnson

1000 Eli Conner
Bossier City,LA71112 		NONE I Scholarship Grant 500

J Jones

216 Sunshine Drive
Alexandria,LA71303 		NONE I Scholarship Grant 425

J Lachney

200 Roland Preuett rd
Bentley,LA71407 		NONE I Scholarship Grant 500

J Lachney

200 Roland Preuett Rd
Bentley,LA71407 		NONE I Scholarship Grant 500

J Morehead

5807 Lynnaway Dr
Dayton,OH45415 		NONE I Scholarship Grant 500

J Neal

148 Amber Ct
Bourg,LA70343 		NONE I Scholarship Grant 450

J Newman

23880 Carleton West Rd
Belleville,MI48111 		NONE I Scholarship Grant 500

J Pate

807 Roger Rd
Scott,LA70583 		NONE I Scholarship Grant 405

J Poniatoski

6623 Forest Dr
Kewadin,MI49648 		NONE I Scholarship Grant 497

J Prince

6115 W 90th ave
Crown Point,IN46307 		NONE I Scholarship Grant 460

J Shamburger

216 Montrose Ave
Lafayette,LA70503 		NONE I Scholarship Grant 500

J Smith

4300 Collins Ave
Alexandria,LA71302 		NONE I Scholarship Grant 425

J Swett

24 Wells Rd
New Milford,CT06776 		NONE I Scholarship Grant 500

J Thomason

34211 Richard
Wayne,MI48184 		NONE I Scholarship Grant 500

J Thompson

16240 Stuart Rd
Chesaning,MI48616 		NONE I Scholarship Grant 400

J Turner

510 Kentucky Avenue
Ferriday,LA71334 		NONE I Scholarship Grant 425

J Urbanczyk

22325 Centennial
St Clair Shores,MI48081 		NONE I Scholarship Grant 435

J Venzant

2409 Wayne Street
Jonesboro,LA71251 		NONE I Scholarship Grant 500

J Walker

2130 West 14 Rd
Mesick,MI49668 		NONE I Scholarship Grant 455

J Wallace

2408 Greenway Drive
Alexandria,LA71303 		NONE I Scholarship Grant 425

J Watson

30724 Pine Cone Lane
Evergreen,CO80439 		NONE I Scholarship Grant 500

J Weakley

10110 Sonoma Ct
Plain City,OH43064 		NONE I Scholarship Grant 500

J Wilder

4001 Harding
Dearborn Heights,MI48125 		NONE I Scholarship Grant 410

J Williams

2790 Rodeo Rd
Abbeville,LA70510 		NONE I Scholarship Grant 400

J Willis

105 Michael John Dr
Maurice,LA70555 		NONE I Scholarship Grant 400

K Aught

3708 Thomasina Rd
Alexandria,LA71302 		NONE I Scholarship Grant 450

K Babineaux

411 dulles drive
Lafayette,LA70506 		NONE I Scholarship Grant 500

K Baxter

1716 Simmons st
Alexandria,LA71301 		NONE I Scholarship Grant 425

K Bos

322 Autumn Rd
Cadillac,MI49601 		NONE I Scholarship Grant 500

K Crowley

3199 W Sharon Rd SW
South Boardman,MI49680 		NONE I Scholarship Grant 450

K Darby

12001 Grosse Isle Rd
Abbeville,LA70510 		NONE I Scholarship Grant 400

K Delahoussaye

118 Comfort Lane
Lafayette,LA70507 		NONE I Scholarship Grant 500

K Digna

23285 Wagonwheel Dr
Brownstown Twp,MI48183 		NONE I Scholarship Grant 500

K Goldie

13600 WESTCOTT DR
SOUTHGATE,MI48195 		NONE I Scholarship Grant 460

K Hammond

102 Pine Lake Dr
Pineville,LA71360 		NONE I Scholarship Grant 425

K Jackson

401 Cleveland Street
Tallulah,LA71282 		NONE I Scholarship Grant 450

K Jenkins

5224 Sallie Street
Alexandria,LA71302 		NONE I Scholarship Grant 450

K Johnson

4338 Carlyle loop
Alexandria,LA71302 		NONE I Scholarship Grant 400

K Kendrick

1118 Hwy 80 E
Calhoun,LA71225 		NONE I Scholarship Grant 500

K Killian

279 McLeod rd
Monroe,LA71202 		NONE I Scholarship Grant 500

K Kozlo

15114 Champaign
Allen Park,MI48101 		NONE I Scholarship Grant 465

K Levite

2069 Eleanor St
Vidalia,LA71373 		NONE I Scholarship Grant 400

K Mack

3366 Charlotte Dr
Baton Rouge,LA70814 		NONE I Scholarship Grant 500

K Mathews

501 Terra Ave
Alexandria,LA71303 		NONE I Scholarship Grant 400

K Pouncil

344 stovall road
Alexandria,LA71303 		NONE I Scholarship Grant 385

K Smith

3600 Timberlane Drive
Evart,MI49631 		NONE I Scholarship Grant 500

K SWAFFORD

4904 LARK LANE
ALEXANDRIA,LA71303 		NONE I Scholarship Grant 425

K SWAFFORD

4904 LARK LANE
ALEXANDRIA,LA71303 		NONE I Scholarship Grant 425

K Swales

9788 5 mile rd
Evart,MI49631 		NONE I Scholarship Grant 500

K Tennant

436
Summerville,SC29486 		NONE I Scholarship Grant 500

K Thompson

1009 wells rd
Pineville,LA71360 		NONE I Scholarship Grant 425

L Bates

114 W Republic Ave
Salina,KS67401 		NONE I Scholarship Grant 350

L Calderon

7581 Highway 127 s
Jena,LA71342 		NONE I Scholarship Grant 450

L Elgen

2861 Glen Dr apt 1
Traverse City,MI49686 		NONE I Scholarship Grant 500

L Ferris

25723 Wild Flower Lane
Flat Rock,MI48134 		NONE I Scholarship Grant 400

L Hardison

2332 7th Street
Alexandria,LA71302 		NONE I Scholarship Grant 450

L Henry

346 Grand Lake Dr
Arnaudville,LA70512 		NONE I Scholarship Grant 500

L Herald

1653 S Cr 75 W
Danville,IN46122 		NONE I Scholarship Grant 300

L Hicks

41275 Old Michigan Avenue
Canton,MI48188 		NONE I Scholarship Grant 500

L Lake

5017 Landry Road
Duson,LA70529 		NONE I Scholarship Grant 500

L Lundy

24810 calvin st
dearborn,MI48124 		NONE I Scholarship Grant 465

L Mehring

195 Deep Run Dr
New Bern,NC28560 		NONE I Scholarship Grant 500

L Milks

29976 Findley Rd
Burr Oak,MI49030 		NONE I Scholarship Grant 420

L Murphy

24391 Wilson Dr
Brownstown,MI48183 		NONE I Scholarship Grant 465

L Perry

752 Tyson dr
Pineville,LA71360 		NONE I Scholarship Grant 450

L Taylor

103 John Dale dr
Vidalia,LA71373 		NONE I Scholarship Grant 425

L Taylor

404 Bishop Rd
Monroe,LA71203 		NONE I Scholarship Grant 425

M Baron

24567 Brentwood Drive
Brownstown Township,MI48183 		NONE I Scholarship Grant 400

M Bauer

9316 West pickwick circle
Taylor,MI48180 		NONE I Scholarship Grant 425

M Carrico

115 N College Ave
Salina,KS67401 		NONE I Scholarship Grant 390

M Collins

8215 hwy 84
ferriday,LA71334 		NONE I Scholarship Grant 425

M Felix

326 Guilbeau Road Apt 238
Lafayette,LA70506 		NONE I Scholarship Grant 500

M Fiegly

6632 Pheasant Ridge Dr
Dayton,OH45424 		NONE I Scholarship Grant 500

M Fishback

4328 Par Drive
Indianapolis,IN46268 		NONE I Scholarship Grant 380

M Funzie

4313 POYDRAS HWY
BREAUX BRIDGE,LA70517 		NONE I Scholarship Grant 500

M Gershwin

8579 Harwell drive
San Diego,CA92119 		NONE I Scholarship Grant 495

M Goodrich

352 W Falmouth Rd
McBain,MI49657 		NONE I Scholarship Grant 480

M Hargrave

2532 Ben Rd
Kaplan,LA70548 		NONE I Scholarship Grant 405

M Howard

142 Diana Ln W
Fairborn,OH45324 		NONE I Scholarship Grant 500

M Johnson

6858 south lamplighter dr
Saginaw,MI48603 		NONE I Scholarship Grant 490

M Leitch

24240 Wilson Dr
Brownstown,MI48183 		NONE I Scholarship Grant 465

M Ongayo

3419 cloveridge court Unit 204
fairborn,OH45324 		NONE I Scholarship Grant 450

M Pepper

22000 New Hampshire Ave
Brookeville,MD20833 		NONE I Scholarship Grant 425

M Prince

6115 West 90th Ave
Crown Point,IN46307 		NONE I Scholarship Grant 390

M Ross

1409 South 9th Street
Monroe,LA71202 		NONE I Scholarship Grant 500

M Simms

17065 Pinecrest Drive
Allen Park,MI48101 		NONE I Scholarship Grant 475

M Smith

901 Martin Luther King Blvd
Ferriday,LA71334 		NONE I Scholarship Grant 425

M Smith

8891 Continental Drive
Taylor,MI48180 		NONE I Scholarship Grant 500

M Spurs

100 kyle road AptA105
ferriday,LA71334 		NONE I Scholarship Grant 375

M Vanburen

203 Dellwood drive
Monroe,LA71202 		NONE I Scholarship Grant 450

M Walter

67 Mediterranean Ave
Hebron,IN46341 		NONE I Scholarship Grant 450

M Williams

6312 Diamond Head Drive
Monroe,LA71203 		NONE I Scholarship Grant 465

M Wilson

3608 parkland st
Monroe,LA71203 		NONE I Scholarship Grant 450

MOTORSPORTS MUSEUM & HALL OF FAME OF AMERICA FOUND

1801 W INTERNATIONAL SPEEDWAY BLVD
DAYTONA BEACH,FL32114 		N/A PC SPARK - Students Preserving AmerICAN RACING KNOWLEDGE PROGRAM 25,000

N Belmont

4055 4th street
Wayne,MI48184 		NONE I Scholarship Grant 500

N Belmont

4055 4th street
Wayne,MI48184 		NONE I Scholarship Grant 500

N Dorsey

571 Wallace Dean Rd
West Monroe,LA71291 		NONE I Scholarship Grant 465

N Freed

1423 Leeson ct
Cadillac,MI49601 		NONE I Scholarship Grant 470

N Henson

23728 cedar ridge drive
Romulus,MI48174 		NONE I Scholarship Grant 400

N Major

9622 Camden Cir Apt 206
Taylor,MI48180 		NONE I Scholarship Grant 500

N Nevins

43416 Heatherfield Boulevard
VanBuren Charter Towns,MI48111 		NONE I Scholarship Grant 500

N Oglesby

123 Crosspointe Lane
Hendersonville,TN37075 		NONE I Scholarship Grant 500

N Roderick

11851 Bailey Rd
Ravenna,MI49451 		NONE I Scholarship Grant 450

N Santos-Claramunt

12378 Northway Parkway
Freeland,MI48623 		NONE I Scholarship Grant 350

N Smith

3929 Andrew Jackson Way
Hermitage,TN37076 		NONE I Scholarship Grant 500

N Zuidersma

1912 Hansen Circle
Traverse City,MI49685 		NONE I Scholarship Grant 475

NEW VISIONS FOR PUBLIC SCHOOLS INC

205 E 42ND ST 4TH FL
NEW YORK,NY10017 		N/A PC New Visions Auto-Pilot FUND 12,500

O Dean

202 Queensberry Drive
Lafayette,LA70508 		NONE I Scholarship Grant 500

O Mansueto

1993 Franklin Dr
Crown Point,IN46307 		NONE I Scholarship Grant 460

O Olinzock

16297 Truwood St
Woodhaven,MI48183 		NONE I Scholarship Grant 460

O Statesman

7646 Devonwood ct
Huber Heights,OH45424 		NONE I Scholarship Grant 500

P Bohrer

508 W Iron Ave
Salina,KS67401 		NONE I Scholarship Grant 350

P DeCandia

8 Churchill Road
Old Tappan,NJ07675 		NONE I Scholarship Grant 500

P Friess

5076 Quarterline Road
Kewadin,MI49648 		NONE I Scholarship Grant 460

P Jackson

PO Box 6012
Monroe,LA71211 		NONE I Scholarship Grant 500

P Landry

2315 Valery rd trlr 3
New Iberia,LA70560 		NONE I Scholarship Grant 400

P Redden

4 Firmin Drive
Vidalia,LA71373 		NONE I Scholarship Grant 425

R Brady

10008 Amos Wood Drive
williamsburg,MI49690 		NONE I Scholarship Grant 460

R Cantrell

950 McKinley Ave Apt 3C
Piqua,OH45356 		NONE I Scholarship Grant 500

R Garver

219 Saxony Loop
Summerville,SC29486 		NONE I Scholarship Grant 500

R Holmes

604 E 8th st
Kaplan,LA70548 		NONE I Scholarship Grant 500

R Jacobs

2460 Celanese Rd
Rock hill,SC29732 		NONE I Scholarship Grant 450

R KARADKHELKAR

803 S BEAU PRE RD
LAFAYETTE,LA70508 		NONE I Scholarship Grant 500

R Mar

23364 Bluegrass Dr
Brownstown,MI48183 		NONE I Scholarship Grant 65

R Mariland

3013 Gayton Street
Monroe,LA71201 		NONE I Scholarship Grant 500

R Metoyer

150 college st
Shreveport,LA71104 		NONE I Scholarship Grant 475

R Postlewait

2552 Williamsburg Court
Beavercreek Township,OH45434 		NONE I Scholarship Grant 500

R Spence

4227 17th
Wyandotte,MI48192 		NONE I Scholarship Grant 460

R Warner

1704 Griswold St
Port Huron,MI48060 		NONE I Scholarship Grant 500

R Wimsatt

4114 Lakeside Drive
KALAMAZOO,MI49008 		NONE I Scholarship Grant 495

S Aguilar

512 W walnut
Salina,KS67401 		NONE I Scholarship Grant 390

S Al-fagih

32682 Cardinal LN
Wayne,MI48184 		NONE I Scholarship Grant 450

S Bernard

413 Webb St
Lafayette,LA70501 		NONE I Scholarship Grant 500

S Dugas

300 e maple ave
Eunice,LA70535 		NONE I Scholarship Grant 500

S Falgout

107 Thrush loop
Lafayette,LA70508 		NONE I Scholarship Grant 500

S Franklin

3108 Dove ct
Alexandria,LA71301 		NONE I Scholarship Grant 450

S Gilreath

373 Hwy 151
LaFayette,GA30728 		NONE I Scholarship Grant 400

S Harshbarger

2012 Craig Dr
kettering,OH45420 		NONE I Scholarship Grant 500

S Jackson

70 Sandhurst Dr
Dayton,OH45405 		NONE I Scholarship Grant 500

S Jackson

1807 1/2 Rogers Street
Monroe,LA71201 		NONE I Scholarship Grant 450

S Jones

391 West Railroad Avenue
Arnaudville,LA70512 		NONE I Scholarship Grant 500

S Khan

540 Hastings Court
Crown point,IN46307 		NONE I Scholarship Grant 460

S Laborde

352 Robert dailey rd
SUNSEt,LA70584 		NONE I Scholarship Grant 500

S Leleux

111 Village View Dr
Maurice,LA70555 		NONE I Scholarship Grant 400

S Nelloms

4626 Palomar Ave
Dayton,OH45426 		NONE I Scholarship Grant 500

S Paniagua

3385 Basswood Dr
Traverse City,MI49686 		NONE I Scholarship Grant 480

S Renz

1033 Vanessa Dr
Arnaudville,LA70512 		NONE I Scholarship Grant 500

S Smith

3816 Rue Flambeau
Indianapolis,IN46220 		NONE I Scholarship Grant 470

S Sorrell

1416 Eileen Drive
Beavercreek,OH45434 		NONE I Scholarship Grant 500

S Warr

24340 Morton St
Oak Park,MI48237 		NONE I Scholarship Grant 500

S Washington

194 Harbor Rd
Ferriday,LA71334 		NONE I Scholarship Grant 385

S Yakakwiak

22942 Bernice Court
Brownstown,MI48183 		NONE I Scholarship Grant 500

S York

10327 Gray Fox Dr
Interlochen,MI49643 		NONE I Scholarship Grant 500

T Anderson

2055 Hillside Ln
Kewadin,MI49648 		NONE I Scholarship Grant 496

t conway

710 S Mason st
saginaw,MI48602 		NONE I Scholarship Grant 500

T Dotson

5743 Lawson Dr
Alexandria,LA71302 		NONE I Scholarship Grant 425

T Edwards

519 Edgewood drive
Pineville,LA71360 		NONE I Scholarship Grant 425

T Guidry

147 Corley dr
Colfax,LA71417 		NONE I Scholarship Grant 445

T Johnsons

76 Galewood Dr
Fairborn,OH45324 		NONE I Scholarship Grant 500

T Kwitkowski

6915 Anthony Lane
Parma Heights,OH44130 		NONE I Scholarship Grant 500

T Murray

13260 Walnut st
southgate,MI48195 		NONE I Scholarship Grant 465

T Ouwinga

8968 Lamplighter Lane
Cadillac,MI49601 		NONE I Scholarship Grant 500

T Richardson

PO Box 233
Sicily Island,LA71368 		NONE I Scholarship Grant 400

T Roderick

11851 Bailey Rd
Ravenna,MI49451 		NONE I Scholarship Grant 450

T Saucedo

1162 West 800 South
Claypool,IN46510 		NONE I Scholarship Grant 480

T Schneidt

8711 STREAMVIEW
WILLIAMSBURG,MI49690 		NONE I Scholarship Grant 480

T Smith

1600 Elm Street
New Iberia,LA70560 		NONE I Scholarship Grant 500

T Wells

111 Peak Valley St
Youngsville,LA70592 		NONE I Scholarship Grant 400

T Winchester

2108 Roanoke
Alexandria,LA71301 		NONE I Scholarship Grant 400

T Wright

201 Whatley Street
Rayville,LA71269 		NONE I Scholarship Grant 500

T Ybarra

828 Chestnut St
Adrian,MI49221 		NONE I Scholarship Grant 500

V Flagg

33990 Glover St
Wayne,MI48184 		NONE I Scholarship Grant 450

V Tsipras

31419 Day Lily Dr
Brownstown,MI48173 		NONE I Scholarship Grant 500

W Kelker

2901 Olympia Lane
Evergreen,CO80439 		NONE I Scholarship Grant 500

W Ray

8104 mary Louise Dr
Evart,MI49631 		NONE I Scholarship Grant 499

W VanBlaricon

2153 S Ohio
Salina,KS67401 		NONE I Scholarship Grant 350

X Guillory

6755 Andrus Road
Maurice,LA70555 		NONE I Scholarship Grant 500

Z Boxley

201 levee heights rd
Ferriday,LA71334 		NONE I Scholarship Grant 500

Z Coty

2529 1C Loblolly Lane
Alexandria,LA71303 		NONE I Scholarship Grant 435

Z Jackson

4207 Booker Street
Monroe,LA71203 		NONE I Scholarship Grant 500

Z Miles

2228 S Brandon St
Westland,MI48186 		NONE I Scholarship Grant 450

Z Moldenhauer

314 Beebe St
Alpena,MI49707 		NONE I Scholarship Grant 495

Z Williams

101 Willard Street
Jonesville,LA71343 		NONE I Scholarship Grant 425
Total .................................right arrow 3a 192,365
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 2,314  
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:
aLICENSING INCOME 		    01 500  
bINCOME FROM YOUTUBE ADVERTISING 541800 169,628      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 169,628 2,814  
13Total. Add line 12, columns (b), (d), and (e)..................
13
172,442
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

46-1562577
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Hagerty Drivers Foundation
  		Employer identification number
46-1562577
Part I
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
Hagerty Management LLC
141 Rivers Edge Dr Ste 200
 
Traverse City, MI49684

$ 459,795


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
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
3
Jack Boyd Smith Jr
1810 West Lusher Ave
 
Elkhart, IN46514

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
University Impact
3507 N University Ave Suite 125
 
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
 
 
 
 

$  


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit Fees 16,200     16,200

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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 2024 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $192,365. This amount represents 25% or more of the Foundation's net assets of $164,150 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 2024 LegalFeesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 3,642     3,642


TY 2024 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 94,804     94,804
Cell Phone Expense 1,207     1,207
Computers/Electronic Devices 1,298     1,298
Indemnification Insurance 798     798
Insurance Premiums 785     785
Postage/Delivery Service 910     910
PROCESSING FEES 162     162
VEHICLE EVENT EXPENSES 104,352     104,352
VEHICLE PLAQUES 169     169
VEHICLE TRANSPORTATION 27,120     27,120


TY 2024 OtherIncomeSchedule2
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Licensing Income 500 500  
Income from Youtube Advertising 169,628    


TY 2024 OtherIncreasesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Description Amount
RETURNED GRANT 500


TY 2024 OtherProfessionalFeesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DOCUMENTARY FILM PRODUCTION 45,942     45,942
PHOTOGRAPHY SERVICES 7,125     7,125
PUBLIC RELATIONS 77,089     77,089
SCANNING SERVICES 18,650     18,650


TY 2024 TaxesSchedule
Name:
Hagerty Drivers Foundation
EIN:
46-1562577
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 1,100      
990-PF Extension for 2023 700      
990-T Income Tax for 2023 8,360      
4720 TAX PAYMENT FOR 2020 175