HEFFERNAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEFFERNAN FAMILY FOUNDATION (EIN 46-4243193)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104609
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:10:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061415579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capossela Cohen LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 Center Street | AddressLine1Txt |
| City | Southport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464243193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEFFERNAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEFF | BusinessNameControlTxt |
| Phone | 2126616805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 INTERNATIONAL DRIVE No 115 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P HEFFERNAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126616805 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Fuchs CPA | PreparerPersonNm |
| PTIN | P00294477 | PTIN |
| Phone | 2032547000 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.89.170.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 15:33:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7CF353938A56F553BBBD019A9A98D971300C0B1A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FFDC92DF6D0F16F6C4D44D9E090E8426286BE92 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,365,511 | 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 | $1,562,663 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $896,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,901,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $896,954 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,506,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $943,513 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,242 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,705,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,705,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,792,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,705,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,286,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $900,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $557,713 | CashBOYAmt |
| Cash EOY | $60,766 | CashEOYAmt |
| Cash EOYFMV | $60,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $345,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,326 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,684,859 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,181,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,219,419 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,613,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,327,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,365,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,613,480 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,327,904 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,613,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,613,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,327,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,613,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,286,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,183 | OtherIncreasesAmt |
| Subtotal | $1,327,904 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STATE STREET B & T # SS2261 | P | $1,047,090 | $990,460 | $56,630 | $56,630 |
| STATE STREET B & T # SS2261 | P | $1,595,702 | $970,833 | $624,869 | $624,869 |
| STATE STREET B & T # SS2261 | P | $259,078 | $43,623 | $215,455 | $215,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $896,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $926,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,171,950 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.222150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,953,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,612,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.423488 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,134,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,348,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.637444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,431,588 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,126,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.346938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $393,197 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,484,674 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112836 | DistributionYr5Rt |
| Total Distribution | 1.742856 | TotalDistributionRt |
| Average Distribution | 0.348571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,594,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,253,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,001 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,262,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,705,563 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,267 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,267 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,266 | OverpaymentAmt |
| Applied To ES Tax | $13,266 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN P HEFFERNAN | IndividualWithBooksNm |
| Phone | 2126616805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 INTERNATIONAL DRIVE SUITE 115 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN P HEFFERNAN | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 10573 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| JUNE D HEFFERNAN | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 10573 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN P HEFFERNAN JR | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 10573 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES W HEFFERNAN | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 10573 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,485,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,649,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,649,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,594,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,001 | TotalTaxAmt |
| Distributable Before Adj | $170,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,705,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,705,563 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,001 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,696,562 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $227,586 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,241,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,998,455 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,737,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $739,935 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,944,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,705,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $170,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,534,818 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,479,164 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $227,586 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,251,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,241,056 | ExcessFromYear4Amt |
| Excess From Year3 | $1,998,455 | ExcessFromYear3Amt |
| Excess From Year2 | $1,737,314 | ExcessFromYear2Amt |
| Excess From Year1 | $739,935 | ExcessFromYear1Amt |
| Excess From Current Year | $4,534,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN P HEFFERNAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE FOR THE MILITARY SERVICES | |||||||
| 1025 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| BALD PEAK COMMUNITY FUND | |||||||
| PO BOX 201 | MELVIN VILLAGE | NH | 06850 | PUBLIC CHARITY | GENERAL PURPOSES | $1,100 | |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PUBLIC CHARITY | GENERAL PURPOSES | $925,000 | |
| BOYS HOPE GIRLS HOPE OF NEW YORK | |||||||
| 367 CLERMONT AVENUE | BROOKLYN | NY | 11238 | PUBLIC CHARITY | GENERAL PURPOSES | $105,000 | |
| CARDINALS APPEAL | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $75,000 | |
| CARITAS OF PORT CHESTER INC | |||||||
| 19 SMITH STREET | PORT CHESTER | NY | 10573 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| COMMITTEE FOR MISSION RESPONSIBLITY | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 06604 | PUBLIC CHARITY | GENERAL PURPOSES | $235,000 | |
| CHURCH OF THE RESURRECTION | |||||||
| 910 BOSTON POST RD | RYE | NY | 10580 | PUBLIC CHARITY | GENERAL PURPOSES | $45,000 | |
| CATHOLIC EXTENSION | |||||||
| 150 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| CATHOLIC GUARDIAN SERVICES | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| CORNELIA CONNELLY CENTER | |||||||
| 220 EAST 4TH ST | NEW YORK | NY | 10009 | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| DESDAS GRATE | |||||||
| 192 MAYFLOWER AVE | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 | |
| EDMUNDITE MISSIONS | |||||||
| 1428 BROAD ST | SELMA | AL | 36701 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| EGAN MARITIME | |||||||
| 5 BAYBERRY COURT | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| EKWANOK CHRISTMAS FUND AND SCHOLARSHIP FUND | |||||||
| PO BOX 467 | MANCHESTER | VT | 05254 | PUBLIC CHARITY | GENERAL PURPOSES | $250 | |
| GREGORIAN UNIVERSITY FOUNDATION | |||||||
| 106 W 56TH STREET 3 | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| FRANCISCAN FRIARS OF THE ATONEMENT | |||||||
| PO BOX 300 | GARRISON | NY | 10524 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| FRIENDLY SONS OF ST PATRICK OF WESTCHESTER | |||||||
| 3 WEST 51ST STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL PURPOSES | $100 | |
| HACKERS FOR HOPE | |||||||
| PO BOX 545 | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| HOBE SOUND COMMUNITY CHEST | |||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | PUBLIC CHARITY | GENERAL PURPOSES | $3,000 | |
| HOPE COMMUNITY SERVICE | |||||||
| 50 WASHINGTON AVENUE | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $500 | |
| HUGGINS HOSPITAL | |||||||
| 240 SOUTH MAIN STREEET | WOLFEBORO | NH | 03894 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| IONA COLLEGE | |||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $17,000 | |
| IONA PREP | |||||||
| 255 WILMONT RD | NEW ROCHELLE | NY | 10804 | PUBLIC CHARITY | GENERAL PURPOSES | $45,000 | |
| MARINE CORP FOUNDATION INC | |||||||
| PO BOX 122 | QUANTICO | VA | 22134 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| MONTFORT ACADEMY | |||||||
| 125 E BIRCH ST | MT VERNON | NY | 10552 | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 | |
| MEALS ON WHEELS | |||||||
| 415 E 93RD AVENUE | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 | |
| NANTUCKET GOLD CLUB FOUNDATION | |||||||
| 250 MILESTONE ROAD | SIASCONSET | MA | 02564 | PUBLIC CHARITY | GENERAL PURPOSES | $500 | |
| NANTUCKET LAND COUNCIL INC | |||||||
| 6 ASH LANE | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| NATIONAL PKU ALLIANCE | |||||||
| PO BOX 1872 | EAU CLAIRE | WI | 54702 | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| NEW HAMPSHIRE BOAT MUSEUM | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| POTS | |||||||
| 230 CAMP FIRE ROAD | CHAPPAQUA | NY | 10514 | PUBLIC CHARITY | GENERAL PURPOSES | $33,000 | |
| RYE VOLUNTEER FIREFIGHTERS | |||||||
| 560 MILTON RD | RYE | NY | 10580 | PUBLIC CHARITY | GENERAL PURPOSES | $100 | |
| SAN MIGUEL ACADEMY OF NEWBURGH | |||||||
| 425 RENWICK ST | NEWBURGH | NY | 12550 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| SPECIAL OPERATIONS FUND | |||||||
| 901 NORTH STREET SUITE 200 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| ST KATHERINE DREXEL CHURCH | |||||||
| 1010 SLATER ROAD | NEW BRITAIN | CT | 06053 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| ST JOSEPH'S COLLEGE | |||||||
| 245 CLINTON AVENUE | BROOKLYN | NY | 11205 | PUBLIC CHARITY | GENERAL PURPOSES | $70,000 | |
| THE BECKET FUND | |||||||
| 1200 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| THE DANNY BUTLER MEMORIAL FUND INC | |||||||
| 38 STRATFORD ROAD | HARRISON | NY | 10528 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OJAI ROAD | SANTA PAULA | CA | 93060 | PUBLIC CHARITY | GENERAL PURPOSES | $325,000 | |
| YOUR GRATEFUL NATION | |||||||
| PO BOX 55 | VALPARAISO | FL | 32580 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| BLACK ISLAND MARITIME INSTITUTE | |||||||
| 42 THAMES ST | NEWPORT | RI | 02840 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| BURKE REHABILITATION HOSPITAL | |||||||
| 785 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| CANTERBURY SCHOOL | |||||||
| 101 ASPERTUCK AVE | NEW MILFORD | CT | 06776 | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| JUPITER MEDICAL CENTER | |||||||
| 1210 S OLD DIXIE HWY BLDG E 1002 | JUPITER | FL | 33458 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| LOBLOLLY COMMUNITY FOUNDATION | |||||||
| 7407 SE HILL TERRACE | HOBE SOUND | FL | 33455 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| NANTUCKET FIREMENS ASSOCIATION INC | |||||||
| 131 PLEASANT STREET | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $100 | |
| SAIL TO PREVAIL | |||||||
| 152 MILL STREEET | NEWPORT | RI | 02840 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| SALESIAN HIGH SCHOOL | |||||||
| 148 E MAIN STREET | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| SCONSET TRUST INC | |||||||
| 1 NEW STREET | SIASCONSET | MA | 02564 | PUBLIC CHARITY | GENERAL PURPOSES | $750 | |
| SOUND SHORE ST PATRICK'S DAY PARADE | |||||||
| 426 WAVERLY AVE | MAMARONECK | NY | 10543 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| ST JOSEPH'S RESIDENCE CARE | |||||||
| 30 MONTGOMERY CIRCLE | NEW ROCHELLE | NY | 10804 | PUBLIC CHARITY | GENERAL PURPOSES | $21,500 | |
| ST CATHERINE'S ACADEMY | |||||||
| 2250 WILLIAMSBRIDGE ROAD | BRONX | NY | 10469 | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| SWIM ACROSS AMERICA | |||||||
| 11600 N COMMUNITY HOUSE ROAD SUITE | CHARLOTTE | NC | 28277 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | 100 |
| FOUNDATIONS IN EDUCATION | |||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| LEADERSHIP ROUNDTABLE | |||||||
| 415 MICHIGAN AVE NE STE 275 | WASHINGTON | DC | 20017 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| BARSTOW REED SOCIETY | |||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34996 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| CONVENT OF THE SACRED HEART | |||||||
| 1177 KING STREET | GREENWICH | CT | 06831 | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| FAMILY FIRST IN EDUCATION | |||||||
| 37 BROOKSIDE DRIVE | GREENWICH | CT | 06830 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| RAYMOND JAMES CHARITABLE | |||||||
| PO BOX 23559 | ST PETERSBURG | FL | 33742 | PUBLIC CHARITY | GENERAL PURPOSES | $2,012,663 | |
| RENEW & REBUILD | |||||||
| 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,705,563 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $896,954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $943,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $943,513 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JOHN P HEFFERNAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 EVERGREEN AVENUE | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,562,663 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES TRADED ON STOCK EXCHANGES | NoncashPropertyDesc |
| Fair Market Value | $1,562,663 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,181,812 | BookValueAmt |
| EOYFMV | $2,219,419 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES AND OTHER FEES | $502 | $502 | $0 | $0 |
| ADMIN EXPENSES | $3,128 | $3,128 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1099 DIFFERENCES | Desc |
| Amt | $1,183 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $33,242 | $33,242 | $0 | $0 |
| MANAGEMENT FEES | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID - FOR JOHN P & JUNE D HEFFERNAN FOUNDATION | CategoryTxt |
| Amt | $44,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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