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Nonprofit · EIN 39-2045069

HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC

Tax-exempt · STOUGHTON, WI 53589

Financials

$5K$5K2023$10K$5K2024$14K$5K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$13,997$5,325$8,672$108,228$0$108,228
December 31, 2024990-PF$9,695$5,109$4,586$68,096$0$68,096
December 31, 2023990-PF$5,131$4,818$313$63,510$0$63,510
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,550
Dividends
$2,654
Net gain from sales of assets
$6,793

Expenses

Grants and similar amounts paid
$4,750
Disbursements for charitable purposes
$5,325
Excise tax on investment income
$123

Balance sheet and other

Total assets, start of year
$68,096
Total assets, end of year
$108,228
Total liabilities, end of year
$0
Net assets, end of year
$108,228
Fair market value of assets
$108,228
Qualifying distributions
$5,325
Net investment income
$9,447

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.

NameTitleHours / weekCompensation
PHILIP HAGEN
12771 CHARING CROSS, CARMEL, IN 46033
PRESIDENT & DIRECTOR0$0
MARGARET DANIEL
102 SIESTA DRIVE, LAFAYETTE, LA 70508
VICE PRESIDENT & DIRECTOR0$0
RICHARD HAGEN
3505 HALVERSON ROAD, STOUGHTON, WI 53589
SECRETARYTREASURERDIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PHILIP HAGEN
12771 CHARING CROSS, CARMEL, IN 46033
PRESIDENT & DIRECTOR0$0
Margaret Daniel
102 Siesta Drive, Lafayette, LA 70508
Vice President & Director0$0
RICHARD HAGEN
3505 HALVERSON ROAD, STOUGHTON, WI 53589
SECRETARYTREASURERDIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Philip Hagen
12771 Charing Cross, Carmel, IN 46033
President & Director0$0
Margaret Daniel
102 Siesta Drive, Lafayette, LA 70508
Vice President & Director0$0
Richard Hagen
3505 Halverson Road, Stoughton, WI 53589
SecretaryTreasurerDirector1$0

Address and contacts

Address (IRS master file)
3505 HALVERSON RD, STOUGHTON, WI 53589-3103
In care of
% RICHARD HAGEN
Signed the 990-PF
RICHARD HAGEN, SECRETARYTREASURERDIRECTOR
Phone
(608) 873-8910
Return prepared by
HAGEN CPA LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-2045069
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$108,228
Income (IRS master file)
$13,997

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$13,997$5,325$108,228XML
990-PFDecember 2024$9,695$5,109$68,096XML
990-PFDecember 2023$5,131$4,818$63,510XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 39-2045069).

Questions about HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC

What is the EIN of HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC?
The employer identification number (EIN) of HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC is 39-2045069.
Is HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HAROLD AND GENEVIEVE HAGEN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,997, expenses of $5,325 and total assets of $108,228 at year end.

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