HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201623149349101457
- Schema version
- 2015v2.1
- 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 | 2016-11-09T15:52:40-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SANDLER | PreparerPersonNm |
| PTIN | P00585551 | PTIN |
| Phone | 5165934840 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,465 | 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 | $72,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $435 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,978 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $435 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $375 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $435 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,726 | CashBOYAmt |
| Cash EOY | $1,390 | CashEOYAmt |
| Cash EOYFMV | $1,390 | CashEOYFMVAmt |
| Corporate Stock BOY | $42,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,908 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,075 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $50,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $50,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,798 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,298 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP | P | 2012-03-27 | 2015-04-15 | $1,323 | $828 | $495 | $495 |
| BANK OF AMERICA CORP | P | 2012-02-24 | 2015-04-15 | $1,867 | $1,000 | $867 | $867 |
| BANK OF AMERICA CORP | P | 2012-04-20 | 2015-04-15 | $2,023 | $1,164 | $859 | $859 |
| BANK OF AMERICA CORP | P | 2012-05-29 | 2015-04-15 | $2,101 | $1,040 | $1,061 | $1,061 |
| BANK OF AMERICA CORP | P | 2012-06-21 | 2015-04-15 | $1,868 | $1,017 | $851 | $851 |
| BANK OF AMERICA CORP | P | 2012-08-01 | 2015-04-15 | $2,023 | $1,000 | $1,023 | $1,023 |
| BANK OF AMERICA CORP | P | 2013-04-04 | 2015-04-15 | $1,245 | $994 | $251 | $251 |
| BANK OF AMERICA CORP | P | 2015-03-10 | 2015-04-15 | $1,976 | $2,048 | -$72 | -$72 |
| TWITTER INC | P | 2014-10-28 | 2015-09-24 | $2,520 | $4,312 | -$1,792 | -$1,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,543 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,864 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $57,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.549278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,834 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,533 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.766472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $124,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.036212 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,724 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.053521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 16.311481 | DistributionYr5Rt |
| Total Distribution | 30.716964 | TotalDistributionRt |
| Average Distribution | 6.143393 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $444,806 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $444,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,405 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $50 | AppliedToEsTaxAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | 1.00 | $0 | $0 | $0 |
| MARY HEAGERTY | ||||||||
| 317 VINEYARD ROAD | HUNTINGTON | NY | 11743 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RILEY HEAGERTY | ||||||||
| 317 VINEYARD RD | HUNTINGTON | NY | 11743 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNIE HEAGERTY | ||||||||
| 317 VINEYARD RD | HUNTINGTON | NY | 11743 | DIRECTOR | 0.00 | $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 | $71,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,507 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $73,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $3,576 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,576 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,576 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,405 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,405 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $72,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,576 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,898 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,957 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $374,746 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,405 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,829 | RemainingDistriFromCorpusAmt |
| Total Corpus | $443,575 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,898 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,389 | ExcessFromYear4Amt |
| Excess From Year3 | $122,960 | ExcessFromYear3Amt |
| Excess From Year2 | $101,957 | ExcessFromYear2Amt |
| Excess From Year1 | $28,542 | ExcessFromYear1Amt |
| Excess From Current Year | $68,829 | 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 |
|---|---|---|---|---|---|---|
| THE CARLEIGH MAC FOUNDATION INC | ||||||
| 290 VINEYARD ROAD | HUNTINGTON | NY | 11743 | PUBLIC CHAR. | ADVANCE PEDIATRIC CARDIAC DIAGNOSIS | $9,000 |
| COMPANIONS IN COURAGE FOUNDATION | ||||||
| PO BOX 768 | HUNTINGTON | NY | 11743 | PUBLIC CHAR. | GENERAL PURPOSE FOR HOSP. CHILDREN | $9,000 |
| WESTMINSTER SCHOOL | ||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | SCHOOL CHAR. | GENERAL PURPOSES | $25,000 |
| ST HUGH'S PROJECT HOPE | ||||||
| 21 EAST NINTH STREET | HUNTINGTON STATN | NY | 11746 | PUBLIC CHAR. | TOO FEED THE PEOPLE IN NEED | $8,500 |
| ST ANTHONY'S SCHOOL | ||||||
| 275 WOLF HILL RD | HUNTINGTON STATN | NY | 11746 | SCHOOL CHARI | GENERAL PURPOSES | $12,105 |
| HALESITE FIRE DEPT | ||||||
| 1 NEW YORK AVE | HALESITE | NY | 11743 | PUBLIC CHARI | GENERAL PURPOSES | $1,000 |
| ST PATRICK SCHOOL | ||||||
| 400 MAIN STREET | HUNTINGTON | NY | 11743 | SCHOOL CHAR. | GENERAL PURPOSES | $7,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,405 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,978 | 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 | $70,000 | 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 | $1,400 | Amt |
| Net Investment Income | $1,400 | 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 | $50,908 | EOYBookValueAmt |
| EOYFMV | $79,075 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKERAGE FEES | $300 | $300 |
| NYS FEE | $75 | $75 |
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