Nonprofit · EIN 84-1310564
LAVERT W HOAG FOUNDATION
Tax-exempt · PUEBLO, CO 81008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $531,753 | $458,656 | $73,097 | $3,271,323 | $0 | $3,271,323 |
| March 31, 2024 | 990-PF | $338,149 | $246,179 | $91,970 | $3,010,424 | $0 | $3,010,424 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $148,517
- Interest
- $3,246
- Net gain from sales of assets
- $379,990
Expenses
- Grants and similar amounts paid
- $451,364
- Disbursements for charitable purposes
- $451,364
- Excise tax on investment income
- $7,328
Balance sheet and other
- Total assets, start of year
- $3,010,424
- Total assets, end of year
- $3,271,323
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,271,323
- Fair market value of assets
- $6,698,782
- Qualifying distributions
- $451,364
- Net investment income
- $531,753
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF SHAW 3234 SHALIMAR TERRACE, PUEBLO, CO 81008 | SEC/TREAS / DIR | 3 | $3,500 |
| BOB WERTZ 42 LEHIGH, PUEBLO, CO 81005 | PRES / DIR | 4 | $0 |
| JAMES MUNCH 327 ARGYLE, PUEBLO, CO 81004 | V/P / DIR | 1 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB WERTZ 42 LEHIGH, PUEBLO, CO 81005 | PRES / DIR | 4 | $0 |
| JAMES MUNCH 327 ARGYLE, PUEBLO, CO 81004 | V/P / DIR | 1 | $0 |
| JEFF SHAW 3234 SHALIMAR TERRACE, PUEBLO, CO 81008 | SEC/TREAS / DIR | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 3234 SHALIMAR TER, PUEBLO, CO 81008-1511
- In care of
- % JEFFREY C SHAW
- Signed the 990-PF
- JEFF SHAW, TREASURER
- Phone
- (719) 252-0935
- Return prepared by
- HEWITT HEERSCHAP & COUCH PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-1310564
- 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
- 1995
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,271,323
- Income (IRS master file)
- $642,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $531,753 | $458,656 | $3,271,323 | XML |
| 990-PF | March 2024 | $338,149 | $246,179 | $3,010,424 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 84-1310564).
Questions about LAVERT W HOAG FOUNDATION
- What is the EIN of LAVERT W HOAG FOUNDATION?
- The employer identification number (EIN) of LAVERT W HOAG FOUNDATION is 84-1310564.
- Is LAVERT W HOAG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to LAVERT W HOAG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAVERT W HOAG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAVERT W HOAG FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAVERT W HOAG FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of LAVERT W HOAG FOUNDATION?
- The 990-PF for the year ended March 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $3,500 (JEFF SHAW, SEC/TREAS / DIR).
- How much revenue does LAVERT W HOAG FOUNDATION have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $531,753, expenses of $458,656 and total assets of $3,271,323 at year end.
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