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HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201713189349102881
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T11:10:44-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113267890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1247 MERRICK ROAD SUITE 102AddressLine1Txt
CityLYNBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11563ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510629883EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HEAGERTYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6315476003PhoneNum
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL SANDLERPreparerPersonNm
PTINP00585551PTIN
Phone5165934840PhoneNum
Preparation2017-11-09PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id0F7B5657264B1EF1A33276C04B852FF70606CA49AtSubmissionCreationDeviceId
At Submission Filing Device IdAE7E7A6AD1901399F9512386C36329127ED5ACECAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$74,506FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$29,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$376DividendsRevAndExpnssAmt
Dividends Net Invst Incm$376DividendsNetInvstIncmAmt
Dividends Adj Net Incm$376DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$22,068NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,068CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$294NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$51,649TotalRevAndExpnssAmt
Total Net Invst Incm$22,449TotalNetInvstIncmAmt
Total Adj Net Incm$675TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,675AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,300OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,025TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,975TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,125TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,975TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,524ExcessRevenueOverExpensesAmt
Net Investment Income$19,474NetInvestmentIncomeAmt
Adjusted Net Income$675AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,390CashBOYAmt
Cash EOY$49,256CashEOYAmt
Cash EOYFMV$49,256CashEOYFMVAmt
Corporate Stock BOY$50,908CorporateStockBOYAmt
Corporate Stock EOY$25,566CorporateStockEOYAmt
Corporate Stock EOYFMV$25,250CorporateStockEOYFMVAmt
Total Assets BOY$52,298TotalAssetsBOYAmt
Total Assets EOY$74,822TotalAssetsEOYAmt
Total Assets EOYFMV$74,506TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$52,298RetainedEarningBOYAmt
Retained Earning EOY$74,822RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$52,298TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$74,822TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,298TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$74,822TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,298TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,524ExcessRevenueOverExpensesAmt
Subtotal$74,822SubtotalAmt
Tot Net Ast Or Fund Balances EOY$74,822TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLEP2015-04-302016-01-05$5,134$6,367-$1,233-$1,233
APPLEP2014-07-152016-01-05$15,915$14,961$954$954
FACEBOOK INCP2015-04-302016-01-15$9,451$7,960$1,491$1,491
FACEBOOK INCP2015-09-242016-01-15$5,198$5,162$36$36
FACEBOOK INCP2012-11-302016-01-15$16,540$4,839$11,701$11,701
FACEBOOK INCP2013-05-242016-01-15$3,686$1,002$2,684$2,684
FACEBOOK INCP2013-10-232016-01-15$7,561$4,181$3,380$3,380
FACEBOOK INCP2013-11-252016-01-15$2,363$1,158$1,205$1,205
FACEBOOK INCP2014-02-272016-01-15$7,088$5,238$1,850$1,850
FieldValueIRS element (for citing)
Capital Gain Net Income$22,068CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$294NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$72,405AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$72,404NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.000014DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$57,166NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.549278DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,834AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$37,533NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.766472DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,193AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,660NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.036212DistributionYr4Rt
Adjusted Qlfy Distri Yr5$77,025AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,724NetVlNoncharitableAssetsYr5Amt
Distribution Yr56.053521DistributionYr5Rt
Total Distribution15.405497TotalDistributionRt
Average Distribution3.081099AverageDistributionRt
Net Vl Noncharitable Assets$72,408NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$223,096AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$195NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$223,291AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$389InvestmentIncomeExciseTaxAmt
Subtotal$389SubtotalAmt
Tax Based On Investment Income$389TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$400AppliedToEsTaxAmt
Total Payments And Credits$406TotalPaymentsAndCreditsAmt
Overpayment$17OverpaymentAmt
Applied To ES Tax$17AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL HEAGERTY
317 VINEYARD ROADHUNTINGTONNY11743DIRECTOR1.00$0$0$0
MARY HEAGERTY
317 VINEYARD ROADHUNTINGTONNY11743DIRECTOR0.00$0$0$0
RILEY HEAGERTY
317 VINEYARD RDHUNTINGTONNY11743DIRECTOR0.00$0$0$0
ANNIE HEAGERTY
317 VINEYARD RDHUNTINGTONNY11743DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,136AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,375AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$73,511TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$73,511AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$72,408NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,620MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,620MinimumInvestmentReturnAmt
Tax Based On Investment Income$389TaxBasedOnInvestmentIncomeAmt
Total Tax$389TotalTaxAmt
Distributable Before Adj$3,231DistributableBeforeAdjAmt
Distributable Before Ded$3,231DistributableBeforeDedAmt
Distributable As Adjusted$3,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,100ExpensesAndContributionsAmt
Qualifying Distributions$26,100QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,231DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$76,389ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$122,960ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$101,957ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,542ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$68,829ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$398,677TotalExcessDistributionCyovAmt
Qualifying Distributions$26,100QualifyingDistributionsAmt
Applied To Current Year$3,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,869RemainingDistriFromCorpusAmt
Total Corpus$421,546TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$76,389ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$345,157ExcessDistriCyovToNextYrAmt
Excess From Year4$122,960ExcessFromYear4Amt
Excess From Year3$101,957ExcessFromYear3Amt
Excess From Year2$28,542ExcessFromYear2Amt
Excess From Year1$68,829ExcessFromYear1Amt
Excess From Current Year$22,869ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL HEAGERTYContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHAEL HEAGERTYRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
COMPANIONS IN COURAGE FOUNDATION
PO BOX 768HUNTINGTONNY11743PUBLIC CHAR.GENERAL PURPOSE FOR HOSP. CHILDREN$6,000
ST ANTHONY'S SCHOOL
275 WOLF HILL RDHUNTINGTON STATNNY11746SCHOOL CHARIGENERAL PURPOSES$10,200
INDEPENDENT INSUR AGENTS & BROKERS
150 DARTMOUTH DRIVEHICKSVILLENY11801PUBLIC CHARISCHOLARSHIPS FOR INSURANCE$2,500
BUC BOOSTERS OSWEGO HIGH SCHOOL
2 BUCCANEER BLVDOSWEGONY13126SCHOOL CHARIGENERAL PURPOSES$5,000
NOEL HEAGERTY
233 THOMPSON ROADOSWEGONY13126INDIVIDUALANIMAL SHELTER$1,300BROTHER
HUNTINGTON SOFTBALL CLUB
100 MAIN STREETHUNTINGTONNY11743PUBLIC CHARICLUB SPONSORSHIP$1,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$376ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,068ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,449ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,449TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line199 MILL DAM ROADAddressLine1Txt
CityCENTERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd
FieldValueIRS element (for citing)
Total Contributions$29,200TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,675Amt
Net Investment Income$1,675NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH ACCT 841-04117StockNm
EOY Book Value$25,566EOYBookValueAmt
EOYFMV$25,250EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BROKERAGE FEES$300$300
CHARITABLE EVENT$1,000$1,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$50Amt

Comments

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