Nonprofit · EIN 20-5838347
HAGERTY BROTHERS COMPANY FOUNDATION
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,834 | $41,370 | $19,464 | $76,399 | $0 | $76,399 |
| December 31, 2024 | 990-PF | $1,342 | $28,162 | -$26,820 | $56,935 | $0 | $56,935 |
| December 31, 2023 | 990-PF | $29 | $10,680 | -$10,651 | $83,755 | $0 | $83,755 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $52,310
- Dividends
- $749
- Net gain from sales of assets
- $7,775
Expenses
- Grants and similar amounts paid
- $37,821
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $39,288
- Excise tax on investment income
- $90
Balance sheet and other
- Total assets, start of year
- $56,935
- Total assets, end of year
- $76,399
- Total liabilities, end of year
- $0
- Net assets, end of year
- $76,399
- Fair market value of assets
- $76,399
- Qualifying distributions
- $39,288
- Net investment income
- $8,524
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL FELLERHOFF 2400 W DURSTON RD UNIT 76, BOZEMAN, MT 59718 | FOUNDATION MANAGER | 1 | $0 |
| SUSAN FELLERHOFF 2400 W DURSTON RD UNIT 76, BOZEMAN, MT 59718 | FOUNDATION MANAGER | 1 | $0 |
| WHITNEY VINCENT 510 E HIGH POINT PL, PEORIA, IL 61614 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL FELLERHOFF 2400 W DURSTON RD UNIT 76, BOZEMAN, MT 59718 | FOUNDATION MANAGER | 1 | $0 |
| SUSAN FELLERHOFF 2400 W DURSTON RD UNIT 76, BOZEMAN, MT 59718 | FOUNDATION MANAGER | 1 | $0 |
| WHITNEY VINCENT 510 E HIGH POINT PL, PEORIA, IL 61614 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL FELLERHOFF 2400 W DURSTON RD UNIT 76, BOZEMAN, MT 59718 | FOUNDATION MANAGER | 1 | $0 |
| SUSAN FELLERHOFF 2400 W DURSTON RD UNIT 76, BOZEMAN, MT 59718 | FOUNDATION MANAGER | 1 | $0 |
| WHITNEY VINCENT 510 E HIGH POINT PL, PEORIA, IL 61614 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 DURSTON RD APT 76, BOZEMAN, MT 59718-3654
- Signed the 990-PF
- RANDALL FELLERHOFF, FOUNDATION MANAGER
- Phone
- (309) 635-0698
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5838347
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $76,399
- Income (IRS master file)
- $119,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,834 | $41,370 | $76,399 | IRS |
| 990-PF | December 2024 | $1,342 | $28,162 | $56,935 | XML |
| 990-PF | December 2023 | $29 | $10,680 | $83,755 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5838347).
Questions about HAGERTY BROTHERS COMPANY FOUNDATION
- What is the EIN of HAGERTY BROTHERS COMPANY FOUNDATION?
- The employer identification number (EIN) of HAGERTY BROTHERS COMPANY FOUNDATION is 20-5838347.
- Is HAGERTY BROTHERS COMPANY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HAGERTY BROTHERS COMPANY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAGERTY BROTHERS COMPANY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAGERTY BROTHERS COMPANY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAGERTY BROTHERS COMPANY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAGERTY BROTHERS COMPANY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HAGERTY BROTHERS COMPANY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,834, expenses of $41,370 and total assets of $76,399 at year end.
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