HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201843199349100244
Schema version: 2017v2.3
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T09:12:40-05:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-10-17	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL SANDLER	PreparerPersonNm
PTIN	P00585551	PTIN
Phone	5165934840	PhoneNum
Preparation	2018-10-17	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	2018-11-15	IPDt
IP Tm	08:12:40	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	0F7B5657264B1EF1A33276C04B852FF70606CA49	AtSubmissionCreationDeviceId
At Submission Filing Device Id	AE7E7A6AD1901399F9512386C36329127ED5ACEC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$84,205	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	$48,500	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$31	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$31	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$31	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$760	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$760	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$760	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,423	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$23,008	GrossSalesPriceAmt
Total Rev And Expnss	$46,868	TotalRevAndExpnssAmt
Total Net Invst Incm	$791	TotalNetInvstIncmAmt
Total Adj Net Incm	$791	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,675	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,675	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$400	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$1,375	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,375	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$3,450	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,050	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$49,050	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,050	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$45,600	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,182	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$791	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$49,256	CashBOYAmt
Cash EOY	$17,888	CashEOYAmt
Cash EOYFMV	$17,888	CashEOYFMVAmt
Corporate Stock BOY	$25,566	CorporateStockBOYAmt
Corporate Stock EOY	$54,752	CorporateStockEOYAmt
Corporate Stock EOYFMV	$66,317	CorporateStockEOYFMVAmt
Total Assets BOY	$74,822	TotalAssetsBOYAmt
Total Assets EOY	$72,640	TotalAssetsEOYAmt
Total Assets EOYFMV	$84,205	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$74,822	RetainedEarningBOYAmt
Retained Earning EOY	$72,640	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$74,822	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$72,640	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$74,822	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$72,640	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$74,822	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,182	ExcessRevenueOverExpensesAmt
Subtotal	$72,640	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$72,640	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NIKE INC CL B	P	2016-03-23	2017-01-10	$8,474	$10,053	-$1,579	-$1,579
NIKE INC CL B	P	2016-04-13	2017-01-10	$4,502	$5,143	-$641	-$641
NIKE INC CL B	P	2016-10-04	2017-01-10	$53	$54	-$1	-$1
NIKE INC CL B	P	2017-01-04	2017-01-10	$53	$53
NIKE INC CL B	P	2017-01-04	2017-01-23	$15	$16	-$1	-$1
JD COM INC CL A	P	2017-11-15	2017-11-28	$9,911	$10,112	-$201	-$201

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$2,423	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$2,423	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$26,100	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$72,408	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.360457	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$72,405	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$72,404	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	1.000014	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$31,400	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$57,166	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.549278	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$103,834	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$37,533	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	2.766472	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$124,193	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$24,660	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	5.036212	DistributionYr5Rt
Total Distribution	9.712433	TotalDistributionRt
Average Distribution	1.942487	AverageDistributionRt
Net Vl Noncharitable Assets	$76,470	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$148,542	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$148,542	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$45,600	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx	$17	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$17	TotalPaymentsAndCreditsAmt
Overpayment	$17	OverpaymentAmt
Applied To ES Tax	$17	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

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	$35,932	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$41,703	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$77,635	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$77,635	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,165	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$76,470	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,824	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,824	MinimumInvestmentReturnAmt
Distributable Before Adj	$3,824	DistributableBeforeAdjAmt
Distributable Before Ded	$3,824	DistributableBeforeDedAmt
Distributable As Adjusted	$3,824	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$45,600	ExpensesAndContributionsAmt
Qualifying Distributions	$45,600	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$45,600	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,824	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$122,960	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$101,957	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$28,542	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$68,829	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$22,869	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$345,157	TotalExcessDistributionCyovAmt
Qualifying Distributions	$45,600	QualifyingDistributionsAmt
Applied To Current Year	$3,824	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$41,776	RemainingDistriFromCorpusAmt
Total Corpus	$386,933	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$122,960	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$263,973	ExcessDistriCyovToNextYrAmt
Excess From Year4	$101,957	ExcessFromYear4Amt
Excess From Year3	$28,542	ExcessFromYear3Amt
Excess From Year2	$68,829	ExcessFromYear2Amt
Excess From Year1	$22,869	ExcessFromYear1Amt
Excess From Current Year	$41,776	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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMPANIONS IN COURAGE FOUNDATION
PO BOX 768	HUNTINGTON	NY	11743	PUBLIC CHAR.	GENERAL PURPOSE FOR HOSP. CHILDREN	$13,500
ST ANTHONY'S SCHOOL
275 WOLF HILL RD	SOUTH HUNTINGTON	NY	11747	SCHOOL CHARI	GENERAL PURPOSE/SPONSORSHIP	$11,650
HALESITE FIRE DEPARTMENT
1 NEW YORK AVE	HALESITE	NY	11743	PUBLIC CHAR.	GENERAL PURPOSE	$1,500
ST PATRICK'S SCHOOL
360 MAIN STREET	HUNTINGTON	NY	11743	PUBLIC CHAR.	GENERAL PURPOSE	$7,500
CARLEIGH MAC FOUNDATION
12 CREST ROAD	HUNTINGTON	NY	11743	PUBLIC CHAR.	GENERAL PURPOSE/SPONSORSHIP	$4,450
LONG ISLAND EXPRESS
28 MANOR ROAD	SMITHTOWN	NY	11787	PUBLIC CHAR.	CLUB SPONSORSHIP	$5,000
KAREN SPEHLER
35 FAIRWAY PLACE	COLD SPRING HARBOR	NY	11724	INDIVIDUAL	INDIGENT PERS.-LOST HUSBAND SUDDENLY	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,600	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$760	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$2,423	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	-$1,632	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$1,632	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	$48,500	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	$1,675	Amt
Net Investment Income	$1,675	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	$54,752	EOYBookValueAmt
EOYFMV	$66,317	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	$1,000	$1,000
NYS FEE	$75	$75

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$400	Amt

HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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