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HEAGERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HEAGERTY FAMILY FOUNDATION INC (EIN 51-0629883)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-02-24
IRS object ID
201520559349100102
Schema version
2014v5.0
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)
Return2015-02-24T09:37:52-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201791822PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAPUANA AND TSEMPELISBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1277 BROADWAY SUITE 510AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510629883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEAGERTY FAMILY FOUNDATION INC CO M HEAGERTYBusinessNameLine1Txt
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
Signature2015-02-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER CAPUANAPreparerPersonNm
PTINP00449000PTIN
Phone2126190105PhoneNum
Preparation2015-02-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$73,511FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$47,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$454DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$743NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,311GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$743CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,197TotalRevAndExpnssAmt
Total Net Invst Incm$1,197TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$995AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$345OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$345OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,340TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,340TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,740TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,340TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,457ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$172CashBOYAmt
Cash EOY$7,726CashEOYAmt
Cash EOYFMV$7,726CashEOYFMVAmt
Corporate Stock BOY$34,871CorporateStockBOYAmt
Corporate Stock EOY$42,774CorporateStockEOYAmt
Corporate Stock EOYFMV$65,785CorporateStockEOYFMVAmt
Total Assets BOY$35,043TotalAssetsBOYAmt
Total Assets EOY$50,500TotalAssetsEOYAmt
Total Assets EOYFMV$73,511TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$35,043RetainedEarningBOYAmt
Retained Earning EOY$50,500RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,043TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,043TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,500TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,043TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,457ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$50,500SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$50,500TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
340 FORDP2014-02-25$5,119$4,815$304$304
390 FORDP2014-02-25$5,855$6,288-$433-$433
102 ALTRIA GROUPP2014-03-07$3,694$2,629$1,065$1,065
6.179 ALTRIA GROUPP2014-03-07$223$222$1$1
.6184 FORDP2014-03-24$9$7$2$22012-12-04
70 PFIZERP2014-03-07$2,233$1,570$663$6632012-01-05
37 PFIZERP2014-03-07$1,180$1,030$150$1502013-01-18
37.6466 PFIZERP2014-03-07$1,199$1,147$52$52
95 LULULEMOMP2014-04-11$4,822$5,132-$310-$3102014-02-27
130 GMP2014-05-20$4,260$4,695-$435-$4352014-05-08
125.3836 NIKEP$9,717$10,033-$316-$316
FieldValueIRS element (for citing)
Capital Gain Net Income$743CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,834AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,533NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.766472DistributionYr1Rt
Adjusted Qlfy Distri Yr2$124,193AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$24,660NetVlNoncharitableAssetsYr2Amt
Distribution Yr25.036212DistributionYr2Rt
Adjusted Qlfy Distri Yr3$77,025AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,724NetVlNoncharitableAssetsYr3Amt
Distribution Yr36.053521DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,036AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,761NetVlNoncharitableAssetsYr4Amt
Distribution Yr416.311481DistributionYr4Rt
Adjusted Qlfy Distri Yr5$85,585AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,201NetVlNoncharitableAssetsYr5Amt
Distribution Yr538.884598DistributionYr5Rt
Total Distribution69.052284TotalDistributionRt
Average Distribution13.810457AverageDistributionRt
Net Vl Noncharitable Assets$57,166NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$789,489AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$789,489AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAPUANA TSEMPELISIndividualWithBooksNm
Phone2126190105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1277 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 ROADHUNTINGTONNY11743DIRECTOR0.00$0$0$0
ANNIE HEAGERT
317 VINEYARD ROADHUNTINGTONNY11743DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$54,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,807AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,037TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$58,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$871CashDeemedCharitableAmt
Net Vl Noncharitable Assets$57,166NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,858MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,858MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,858DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,858DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,858DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$31,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$31,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,858DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$85,475ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,898ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,389ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$122,960ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$101,957ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$431,679TotalExcessDistributionCyovAmt
Qualifying Distributions$31,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,858AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,542RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$460,221TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$85,475ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$374,746ExcessDistriCyovToNextYrAmt
Excess From Year4$44,898ExcessFromYear4Amt
Excess From Year3$76,389ExcessFromYear3Amt
Excess From Year2$122,960ExcessFromYear2Amt
Excess From Year1$101,957ExcessFromYear1Amt
Excess From Current Year$28,542ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL HEAGERTYContributingManagerNm

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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARLEIGH MCCORMACK FUND
125 COMMUNITY DRIVEGREAT NECKNY11021NONEPUBLIC CHARITYCONTRIBUTION TO ADVANCE PEDIATRIC CARDIAC DIAGNOSES AND TREATMENT$6,400
LONG ISLAND EXPRESS LACROSSE
PO BOX 545EAST SETAUKETKNY11733NONEPUBLIC CHARITYGENERAL PURPOSES$4,000
COMPANIONS IN COURAGE FOUNDATION
PO BOX 768HUNTINGTONNY11743NONEPUBLIC CHARITYGENERAL PURPOSE FOR HOSPITALIZED CHILDREN$20,000
WESTMINSTER SCHOOL
995 HOPMEADOW STREETSIMSBURYCT06070NONESCHOOL CHARITYGENERAL PURPOSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$454ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$743ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,197ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,197TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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
ZIP117211502ZIPCd
FieldValueIRS element (for citing)
Total Contributions$47,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$995Amt
Net Investment Income$995NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH #841-04117StockNm
EOY Book Value$42,774EOYBookValueAmt
EOYFMV$65,785EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE CHARGE$300$300$0
NYS FEE$45$45$0

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