HEFFERNAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEFFERNAN FAMILY FOUNDATION (EIN 46-4243193)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201933119349100233
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T12:26:53-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-30 | 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 | 2019-10-28 | 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 | 2019-10-30 | IPDt |
| IP Tm | 11:47:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3ADFE6067118C7DB937735A7D91F4110D2579187 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3ADFE6067118C7DB937735A7D91F4110D2579187 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,581,067 | 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 | $1,706,461 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,075,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,107,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,075,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,832,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,125,616 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $448 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $926,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $926,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $983,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $926,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,848,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,086,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $281,346 | CashBOYAmt |
| Cash EOY | $557,713 | CashEOYAmt |
| Cash EOYFMV | $557,713 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,908 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,931,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,684,859 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,652,446 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,349,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,613,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,581,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,349,062 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,613,480 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,349,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,613,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,349,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,613,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,349,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,848,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,197,442 | SubtotalAmt |
| Other Decreases | $583,962 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,613,480 | 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 | $1,110,235 | $1,111,175 | -$940 | -$940 |
| STATE STREET B & T # SS2261 | P | $1,162,607 | $701,862 | $460,745 | $460,745 |
| STATE STREET B & T # SS2261 | P | $834,715 | $219,006 | $615,709 | $615,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,075,514 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,953,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,612,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.423488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,134,239 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,348,122 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.637444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,431,588 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,126,353 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.346938 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $393,197 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,484,674 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112836 | DistributionYr4Rt |
| Total Distribution | 1.520706 | TotalDistributionRt |
| Average Distribution | 0.380177 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,171,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,586,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,596,946 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $926,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $44,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,267 | OverpaymentAmt |
| Applied To ES Tax | $22,267 | 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 | $4,117,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,235,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,235,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,171,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,733 | TotalTaxAmt |
| Distributable Before Adj | $186,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,865 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $926,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $926,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $926,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $227,586 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,241,056 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,998,455 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,737,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,204,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $926,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $739,935 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,944,346 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,944,346 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $227,586 | ExcessFromYear4Amt |
| Excess From Year3 | $1,241,056 | ExcessFromYear3Amt |
| Excess From Year2 | $1,998,455 | ExcessFromYear2Amt |
| Excess From Year1 | $1,737,314 | ExcessFromYear1Amt |
| Excess From Current Year | $739,935 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABRAHAM HOUSE | ||||||
| 340 WILLIS AVENUE | BRONX | NY | 10454 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| BOSTON COLLEGE | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PUBLIC CHARITY | GENERAL PURPOSES | $75,000 |
| BOYS OF HOPE | ||||||
| 600 18TH AVENUE NORTH SUITE 1 | MINNEAPOLIS | MN | 55411 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CARITAS OF PORT CHESTER INC | ||||||
| 19 SMITH STREET | PORT CHESTER | NY | 10573 | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | ||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 06604 | PUBLIC CHARITY | GENERAL PURPOSES | $98,000 |
| CORNELIA CONNELLY CENTER | ||||||
| 220 EAST 4TH ST | NEW YORK | NY | 10009 | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| DESDAS GRATE | ||||||
| 192 MAYFLOWER AVE | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| EGAN MARITIME | ||||||
| 5 BAYBERRY COURT | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| EKWANOK CHRISTMAS FUND AND SCHOLARSHIP FUND | ||||||
| PO BOX 467 | MANCHESTER | VT | 05254 | PUBLIC CHARITY | GENERAL PURPOSES | $600 |
| FRANCISCAN FRIARS OF THE ATONEMENT | ||||||
| PO BOX 300 | GARRISON | NY | 10524 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| 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 | $2,000 |
| HOPE COMMUNITY SERVICE | ||||||
| 50 WASHINGTON AVENUE | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HUGGINS HOSPITAL | ||||||
| 240 SOUTH MAIN STREEET | WOLFEBORO | NH | 03894 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| IONA COLLEGE | ||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | GENERAL PURPOSES | $6,000 |
| IONA PREP | ||||||
| 255 WILMONT RD | NEW ROCHELLE | NY | 10804 | PUBLIC CHARITY | GENERAL PURPOSES | $34,000 |
| MARINE CORP FOUNDATION INC | ||||||
| PO BOX 122 | QUANTICO | VA | 22134 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| MEALS ON WHEELS | ||||||
| 415 E 93RD AVENUE | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| 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 LAND COUNCIL INC | ||||||
| 6 ASH LANE | NANTUCKET | MA | 02554 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| NEW HAMPSHIRE BOAT MUSEUM | ||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| POTS | ||||||
| 230 CAMP FIRE ROAD | CHAPPAQUA | NY | 10514 | PUBLIC CHARITY | GENERAL PURPOSES | $165,000 |
| SPECIAL OPERATIONS FUND | ||||||
| 901 NORTH STREET SUITE 200 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST JOSEPH'S COLLEGE | ||||||
| 245 CLINTON AVENUE | BROOKLYN | NY | 11205 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| 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 | $25,000 |
| BALD PEAK COMMUNITY FUND | ||||||
| PO BOX 201 | MELVIN VILLAGE | NH | 06850 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CARDINALS APPEAL | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| CARYL PLUNKETT FUND | ||||||
| 200 SE HOSPTIAL AVE | STUART | FL | 34995 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CATHOLIC EDUCATION ADVANCEMENT | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| 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 | $5,000 |
| EDMUNDITE MISSIONS | ||||||
| 1428 BROAD ST | SELMA | AL | 36701 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| FAMILY FIRST IN EDUCATION | ||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FRIENDLY SONS OF ST PATRICK OF WESTCHESTER | ||||||
| 3 WEST 51ST STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL PURPOSES | $5,100 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| MARTIN HEALTH FOUNDATION | ||||||
| PO BOX 9010 | STUART | FL | 34995 | PUBLIC CHARITY | GENERAL PURPOSES | $8,000 |
| NANTUCKET GOLD CLUB FOUNDATION | ||||||
| 250 MILESTONE ROAD | SIASCONSET | MA | 02564 | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| NATIONAL PKU ALLIANCE | ||||||
| PO BOX 1872 | EAU CLAIRE | WI | 54702 | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| 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 |
| ST KATHERINE DREXEL CHURCH | ||||||
| 1010 SLATER ROAD | NEW BRITAIN | CT | 06053 | PUBLIC CHARITY | GENERAL PURPOSES | $130,000 |
| YOUR GRATEFUL NATION | ||||||
| PO BOX 55 | VALPARAISO | FL | 32580 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $926,800 | 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 | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,075,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,125,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,125,616 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN P HEFFERNAN | |||||||
| 1 | 115 EVERGREEN AVENUE | RYE | NY | 10580 | $900,000 | Yes (X) | |
| JOHN P HEFFERNAN | |||||||
| 2 | 115 EVERGREEN AVENUE | RYE | NY | 10580 | $806,461 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES TRADED ON STOCK EXCHANGES | NoncashPropertyDesc |
| Fair Market Value | $806,461 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | 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 | $2,684,859 | BookValueAmt |
| EOYFMV | $3,652,446 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE | Desc |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSSES) ON CONTRIBUTED ASSETS AND BASIS ADJ | $560,883 |
| 1099 DIFFERENCES | $1,352 |
| WASH SALE PER TAX RETURN NOT ON BOOKS | $21,727 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES AND OTHER FEES | Desc |
| Revenue And Expenses Per Books | $448 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $35,002 | $35,002 | $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 | $17,947 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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