HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-15
IRS object ID: 202431369349101923
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T13:40:30-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	113267890	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SKLAR & SANDLER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	247 MERRICK RD STE 102	AddressLine1Txt
City	LYNBROOK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11563	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	510629883	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEAGERTY FAMILY FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O M HEAGERTY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	HEAG	BusinessNameControlTxt
Phone	6315476003	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	99 MILL DAM ROAD	AddressLine1Txt
City	CENTERPORT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11721	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL HEAGERTY	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6315476003	PhoneNum
Signature	2024-05-01	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	HEAGERTY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL SANDLER CPA	PreparerPersonNm
PTIN	P00585551	PTIN
Phone	5165934840	PhoneNum
Preparation	2024-05-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,800	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$176,800	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$176,800	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$3,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,600	AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$200	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$200	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$3,800	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,800	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$171,234	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$171,234	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$175,034	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,800	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$171,234	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,766	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$34	CashBOYAmt
Cash EOY	$1,800	CashEOYAmt
Cash EOYFMV	$1,800	CashEOYFMVAmt
Total Assets BOY	$34	TotalAssetsBOYAmt
Total Assets EOY	$1,800	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,800	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$34	RetainedEarningBOYAmt
Retained Earning EOY	$1,800	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$34	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,800	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$34	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,800	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$34	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,766	ExcessRevenueOverExpensesAmt
Subtotal	$1,800	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,800	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SKLAR SANDLER LLP	IndividualWithBooksNm
Phone	5165934840	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	247 MERRICK RD SUITE 102	AddressLine1Txt
City	LYNBROOK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11563	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL HEAGERTY
62 SNAKE HILL ROAD	COLD SPRING HARBOR	NY	11724	DIRECTOR	000.00	$0	$0	$0
MARY HEAGERTY
62 SNAKE HILL ROAD	COLD SPRING HARBOR	NY	11724	DIRECTOR	000.00	$0	$0	$0
RILEY HEAGERTY
10 CIDER MILL LANE	HUNTINGTON	NY	11743	DIRECTOR	000.00	$0	$0	$0
ANNIE HEAGERTY
61 LA RUE DRIVE	HUNTINGTON	NY	11743	DIRECTOR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$171,234	ExpensesAndContributionsAmt
Qualifying Distributions	$171,234	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$57,405	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$67,187	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$44,779	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$32,496	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$30,747	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$232,614	TotalExcessDistributionCyovAmt
Qualifying Distributions	$171,234	QualifyingDistributionsAmt
Remaining Distri From Corpus	$171,234	RemainingDistriFromCorpusAmt
Total Corpus	$403,848	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$57,405	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$346,443	ExcessDistriCyovToNextYrAmt
Excess From Year4	$67,187	ExcessFromYear4Amt
Excess From Year3	$44,779	ExcessFromYear3Amt
Excess From Year2	$32,496	ExcessFromYear2Amt
Excess From Year1	$30,747	ExcessFromYear1Amt
Excess From Current Year	$171,234	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MICHAEL HEAGERTY	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MICHAEL HEAGERTY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	99 MILL DAM ROAD	AddressLine1Txt
City	CENTERPORT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11721	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6315476003	RecipientPhoneNum
Form And Info And Materials	NONE	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMPANIONS IN COURAGE FOUNDATION
PO BOX 768	HUNTINGTON	NY	11743	PUBLIC CHAR.	GENERAL PURPOSE	$8,500
GARRETT DUNSMOOR MEMORIALFOUNDATION
4441 COUNTY ROUTE 4	OSWEGO	NY	13126	PUBLIC CHAR.	GENERAL PURPOSE	$5,000
OSWEGO LITTLE LEAGUE
PO BOX 5466	OSWEGO	NY	13126	PUBLIC CHAR.	CONSTRUCTION & SIGNS	$34,634
CARLEIGH MAC FOUNDATION
12 CREST ROAD	HUNTINGTON	NY	11743	PUBLIC CHAR.	GENERAL PURPOSE/SPONSORSHIP	$3,500
ST ANTHONY'S SCHOOL
275 WOLF HILL ROAD	SOUTH HUNTINGTON	NY	11747	SCHOOL CHAR.	GENERAL PURPOSE/SPONSORSHIP	$119,600

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$171,234	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	MICHAEL HEAGERTY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	62 SNAKE HILL ROAD	AddressLine1Txt
City	COLD SPRING HARBOR	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11724	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$176,800	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$3,600	Amt
Net Investment Income	$3,600	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MERRILL LYNCH ACCT 841-04117	StockNm

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BROKERAGE FEES	$150	$150
NYS FEE	$50	$50

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