Nonprofit · EIN 46-3320510
DANIEL P HAGERMAN FOUNDATION
Tax-exempt (reinstated) · SANIBEL, FL 33957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,919 | $82,566 | -$65,647 | $181,457 | $0 | $181,457 |
| December 31, 2024 | 990-PF | $164,601 | $109,574 | $55,027 | $247,104 | $0 | $247,104 |
| December 31, 2023 | 990-PF | $28,678 | $106,580 | -$77,902 | $197,646 | $5,569 | $192,077 |
| December 31, 2022 | 990-PF | -$4,309 | $99,930 | -$104,239 | $269,979 | $0 | $269,979 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $49
- Dividends
- $8,397
- Net gain from sales of assets
- $8,473
Expenses
- Grants and similar amounts paid
- $6,700
- Compensation of officers, directors and key employees
- $50,000
- Disbursements for charitable purposes
- $37,023
Balance sheet and other
- Total assets, start of year
- $247,104
- Total assets, end of year
- $181,457
- Total liabilities, end of year
- $0
- Net assets, end of year
- $181,457
- Fair market value of assets
- $184,151
- Qualifying distributions
- $37,023
- Net investment income
- $16,870
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 | Other / benefits |
|---|---|---|---|---|
| LISA A HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | EXEC DIRECTOR | 7 | $50,000 | $18,612 |
| AUDREY S HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | SECRETARY | 0 | $0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA A HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | EXEC DIRECTOR | 7 | $72,800 | $14,696 |
| AUDREY S HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | SECRETARY | 0 | $0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA A HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | EXEC DIRECTOR | 7 | $72,800 | $11,841 |
| AUDREY S HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | SECRETARY | 0 | $0 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA A HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | EXEC DIRECTOR | 7 | $72,800 |
| AUDREY S HAGERMAN 14520 JONATHAN HARBOUR DR, FORT MYERS, FL 33908 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 760 SEXTANT DR UNIT 943, SANIBEL, FL 33957-3823
- In care of
- % LISA A HAGERMAN
- Signed the 990-PF
- LISA A HAGERMAN, EXEC DIRECTOR
- Phone
- (603) 744-9734
- Return prepared by
- H&CO 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
- 46-3320510
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $181,457
- Income (IRS master file)
- $57,925
Revocation and reinstatement
- Exemption revoked
- May 15, 2016
- Posted by the IRS
- October 10, 2016
- Reinstated
- Effective May 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,919 | $82,566 | $181,457 | XML |
| 990-PF | December 2024 | $164,601 | $109,574 | $247,104 | IRS |
| 990-PF | December 2023 | $28,678 | $106,580 | $197,646 | XML |
| 990-PF | December 2022 | -$4,309 | $99,930 | $269,979 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 46-3320510).
Questions about DANIEL P HAGERMAN FOUNDATION
- What is the EIN of DANIEL P HAGERMAN FOUNDATION?
- The employer identification number (EIN) of DANIEL P HAGERMAN FOUNDATION is 46-3320510.
- Is DANIEL P HAGERMAN FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective May 15, 2016.
- Are donations to DANIEL P HAGERMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL P HAGERMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL P HAGERMAN 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 DANIEL P HAGERMAN 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 DANIEL P HAGERMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $50,000 (LISA A HAGERMAN, EXEC DIRECTOR).
- How much revenue does DANIEL P HAGERMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,919, expenses of $82,566 and total assets of $181,457 at year end.
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