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HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349101641
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T10:11:18-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113267890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SKLAR & SANDLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1247 MERRICK ROAD SUITE 102AddressLine1Txt
CityLYNBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11563ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510629883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEAGERTY FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O M HEAGERTYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEAGBusinessNameControlTxt
Phone6315476003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line199 MILL DAM ROADAddressLine1Txt
CityCENTERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HEAGERTYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6315476003PhoneNum
Signature2020-11-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL SANDLER CPAPreparerPersonNm
PTINP00585551PTIN
Phone5165934840PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.99.38.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm10:11:18IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAE7E7A6AD1901399F9512386C36329127ED5ACECAtSubmissionCreationDeviceId
At Submission Filing Device IdCC691B1928CEC1CC602B0804E8F68D23A83970D1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,649FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$47,100ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$9NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68GrossSalesPriceAmt
Total Rev And Expnss$47,094TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Total Adj Net Incm$3TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,700AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$233TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,875OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,875OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,808TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,205ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,205ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,575TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,205TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,919ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$3AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,491CashBOYAmt
Cash EOY$2,649CashEOYAmt
Cash EOYFMV$2,649CashEOYFMVAmt
Corporate Stock BOY$77CorporateStockBOYAmt
Total Assets BOY$27,568TotalAssetsBOYAmt
Total Assets EOY$2,649TotalAssetsEOYAmt
Total Assets EOYFMV$2,649TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$27,568RetainedEarningBOYAmt
Retained Earning EOY$2,649RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,568TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,649TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,568TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,649TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,568TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,919ExcessRevenueOverExpensesAmt
Subtotal$2,649SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,649TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICAP2018-07-022019-01-22$6$6
MICROSOFT CORPP2018-12-142019-01-22$62$71-$9-$9
FieldValueIRS element (for citing)
Capital Gain Net Income-$9CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$59,804AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,810NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.154295DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$76,470NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.596312DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$72,408NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.360457DistributionYr3Rt
Adjusted Qlfy Distri Yr4$72,405AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$72,404NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.000014DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$57,166NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.549278DistributionYr5Rt
Total Distribution3.660356TotalDistributionRt
Average Distribution0.732071AverageDistributionRt
Net Vl Noncharitable Assets$363NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$266AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$266AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,205QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$154EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$154TotalPaymentsAndCreditsAmt
Overpayment$154OverpaymentAmt
Applied To ES Tax$154AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSKLAR SANDLER LLPIndividualWithBooksNm
Phone5165934840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1247 MERRICK RD SUITE 102AddressLine1Txt
CityLYNBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11563ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL HEAGERTY
317 VINEYARD ROADHUNTINGTONNY11743DIRECTOR000.00$0$0$0
MARY HEAGERTY
317 VINEYARD ROADHUNTINGTONNY11743DIRECTOR000.00$0$0$0
RILEY HEAGERTY
317 VINEYARD RDHUNTINGTONNY11743DIRECTOR000.00$0$0$0
ANNIE HEAGERTY
317 VINEYARD RDHUNTINGTONNY11743DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$363AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$369TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$369AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6CashDeemedCharitableAmt
Net Vl Noncharitable Assets$363NetVlNoncharitableAssetsAmt
Minimum Investment Return$18MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18MinimumInvestmentReturnAmt
Distributable Before Adj$18DistributableBeforeAdjAmt
Distributable Before Ded$18DistributableBeforeDedAmt
Distributable As Adjusted$18DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,205ExpensesAndContributionsAmt
Qualifying Distributions$67,205QualifyingDistributionsAmt
Adjusted Qualifying Distri$67,205AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,542ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$68,829ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,869ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$41,776ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,405ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$219,421TotalExcessDistributionCyovAmt
Qualifying Distributions$67,205QualifyingDistributionsAmt
Applied To Current Year$18AppliedToCurrentYearAmt
Remaining Distri From Corpus$67,187RemainingDistriFromCorpusAmt
Total Corpus$286,608TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,542ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$258,066ExcessDistriCyovToNextYrAmt
Excess From Year4$68,829ExcessFromYear4Amt
Excess From Year3$22,869ExcessFromYear3Amt
Excess From Year2$41,776ExcessFromYear2Amt
Excess From Year1$57,405ExcessFromYear1Amt
Excess From Current Year$67,187ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL HEAGERTYContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHAEL HEAGERTYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line199 MILL DAM ROADAddressLine1Txt
CityCENTERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6315476003RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST ANTHONY'S SCHOOL
275 WOLF HILL RDSOUTH HUNTINGTONNY11747SCHOOL CHARIGENERAL PURPOSE/SPONSORSHIP$10,000
CARLEIGH MAC FOUNDATION
12 CREST ROADHUNTINGTONNY11743PUBLIC CHAR.GENERAL PURPOSE/SPONSORSHIP$15,000
HAITI EDUCATION & RESOURCE TEAM
PO BOX 554MIDDLETONNY10940PUBLIC CHAR.GENERAL PURPOSE$2,500
OSWEGO LITTLE LEAGUE
PO BOX 5466OSWEGONY13126PUBLIC CHAR.GENERAL PURPOSE$25,000
MY SISTER'S PLACE
1 WATER STREETWHITE PLAINSNY10601PUBLIC CHAR.GENERAL PURPOSE$2,500
LAP OF LOVE
PO BOX 225DEER PARKNY11729PUBLIC CHAR.GENERAL PURPOSE$705
COMPANIONS IN COURAGE FOUNDATION
PO BOX 768HUNTINGTONNY11743PUBLIC CHAR.GENERAL PURPOSE/SPONSORSHIP$11,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,205TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$9ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$6ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$6TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD E HALL INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line199 MILL DAM ROADAddressLine1Txt
CityCENTERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd
FieldValueIRS element (for citing)
Total Contributions$47,100TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,700Amt
Net Investment Income$1,700NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH ACCT 841-04117StockNm

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BROKERAGE FEES$300$300
CHARITABLE EVENT$2,500$2,500
NYS FEE$75$75

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$233Amt

Comments

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