HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349100824
- 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 Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T08:34:22-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 ROAD SUITE 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 | 2018-01-01 | 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 | 2019-11-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SANDLER | PreparerPersonNm |
| PTIN | P00585551 | PTIN |
| Phone | 5165934840 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.38.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 08:34:22 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 50252580C8B365164DF7A6A49CEA94BB5137D9BC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE7E7A6AD1901399F9512386C36329127ED5ACEC | 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 | $27,562 | 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 | $5,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $617 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $617 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,554 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,319 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $19,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,203 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,968 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,700 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,875 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,968 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,888 | CashBOYAmt |
| Cash EOY | $27,491 | CashEOYAmt |
| Cash EOYFMV | $27,491 | CashEOYFMVAmt |
| Corporate Stock BOY | $54,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $72,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $72,640 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,072 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,568 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T | P | 2013-02-28 | 2018-03-07 | $36 | $36 | ||
| AT&T | P | 2018-03-07 | $9,668 | $10,504 | -$836 | -$836 | |
| DOWDUPONT INC COM | P | 2018-02-14 | 2018-03-26 | $5,905 | $6,768 | -$863 | -$863 |
| FORD MOTOR CO | P | 2018-02-06 | 2018-03-07 | $10,329 | $10,592 | -$263 | -$263 |
| MICROSOFT CORP | P | 2016-02-09 | 2018-04-23 | $9,361 | $5,013 | $4,348 | $4,348 |
| APPLE INC | P | 2018-04-30 | $17,378 | $16,719 | $659 | $659 | |
| TRAVELERS COS INC | P | 2018-03-26 | 2018-04-30 | $9,190 | $9,759 | -$569 | -$569 |
| BANK OF AMERICA CORP | P | 2017-01-13 | 2018-06-05 | $15,950 | $12,953 | $2,997 | $2,997 |
| BANK OF AMERICA CORP | P | 2018-06-05 | $5,928 | $6,259 | -$331 | -$331 | |
| NVIDIA | P | 2017-12-07 | 2018-06-05 | $13,621 | $10,079 | $3,542 | $3,542 |
| BANK OF AMERICA | P | 2018-12-27 | $62 | $88 | -$26 | -$26 | |
| MICROSOFT CORP | P | 2018-12-27 | $10,426 | $5,536 | $4,890 | $4,890 | |
| MICROSOFT CORP | P | 2018-12-27 | $193 | $187 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,554 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,319 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,470 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.596312 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.360457 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.000014 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.549278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,533 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.766472 | DistributionYr5Rt |
| Total Distribution | 5.272533 | TotalDistributionRt |
| Average Distribution | 1.054507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,810 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,730 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,900 | 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 | $96 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96 | SubtotalAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $233 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $154 | OverpaymentAmt |
| Applied To ES Tax | $154 | AppliedToESTaxAmt |
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 | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | ||||||||
| 317 VINEYARD ROAD | HUNTINGTON | NY | 11743 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY HEAGERTY | ||||||||
| 317 VINEYARD ROAD | HUNTINGTON | NY | 11743 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RILEY HEAGERTY | ||||||||
| 317 VINEYARD RD | HUNTINGTON | NY | 11743 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ANNIE HEAGERTY | ||||||||
| 317 VINEYARD RD | 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 | $35,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,599 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $52,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $2,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,495 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $101,957 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,869 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $263,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,900 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,405 | RemainingDistriFromCorpusAmt |
| Total Corpus | $321,378 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $101,957 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,542 | ExcessFromYear4Amt |
| Excess From Year3 | $68,829 | ExcessFromYear3Amt |
| Excess From Year2 | $22,869 | ExcessFromYear2Amt |
| Excess From Year1 | $41,776 | ExcessFromYear1Amt |
| Excess From Current Year | $57,405 | 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 |
|---|---|---|---|---|---|---|
| ST ANTHONY'S SCHOOL | ||||||
| 275 WOLF HILL RD | SOUTH HUNTINGTON | NY | 11747 | SCHOOL CHARI | GENERAL PURPOSE/SPONSORSHIP | $40,000 |
| CARLEIGH MAC FOUNDATION | ||||||
| 12 CREST ROAD | HUNTINGTON | NY | 11743 | PUBLIC CHAR. | GENERAL PURPOSE/SPONSORSHIP | $11,400 |
| LONG ISLAND EXPRESS | ||||||
| 28 MANOR ROAD | SMITHTOWN | NY | 11787 | PUBLIC CHAR. | CLUB SPONSORSHIP | $5,000 |
| ANCIENT ORDER OF HIBERNIANS | ||||||
| 22 MUNN ST | OSWEGO | NY | 13126 | PUBLIC CHAR. | SPONSORSHIP | $2,500 |
| HAITI EDUCATION & RESOURCE TEAM | ||||||
| PO BOX 554 | MIDDLETON | NY | 10940 | PUBLIC CHAR. | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,203 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD E HALL INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $5,200 | 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 | $1,700 | Amt |
| Net Investment Income | $1,700 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH ACCT 841-04117 | StockNm |
| EOY Book Value | $77 | EOYBookValueAmt |
| EOYFMV | $71 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKERAGE FEES | $300 | $300 |
| CHARITABLE EVENT | $2,500 | $2,500 |
| NYS FEE | $75 | $75 |
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