HEFFERNAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HEFFERNAN FAMILY FOUNDATION (EIN 46-4243193)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-09
- IRS object ID
- 202640999349100824
- Schema version
- 2025v4.1
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T14:34:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464243193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEFFERNAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEFF | BusinessNameControlTxt |
| Phone | 2126616805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 INTERNATIONAL DRIVE 115 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105737017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W HEFFERNAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2126616805 | PhoneNum |
| Signature | 2026-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,721,312 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,194 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,971,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,701,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,971,506 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,646 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,646 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,679,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,079,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,146 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,146 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,701 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,050 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,816 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,874,888 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,874,888 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,058,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,958,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $621,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,013,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $216,951 | CashBOYAmt |
| Cash EOY | $4,721,312 | CashEOYAmt |
| Cash EOYFMV | $4,721,312 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $200,692 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $3,682,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,100,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,721,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,721,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,100,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,721,312 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,100,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,721,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,100,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,721,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,100,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $621,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,721,312 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,721,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $8,701,501 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,729,995 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,971,506 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,971,506 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,971,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,881 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,881 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,908 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,908 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $567 | EsPenaltyAmt |
| Tax Due | $37,540 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN P HEFFERNAN JR | IndividualWithBooksNm |
| Phone | 2126616805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 INTERNATIONAL DRIVE SUITE 115 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105737017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN P HEFFERNAN DECEASED 091725 | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 105737017 | DIRECTOR, PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| JUNE D HEFFERNAN | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 105737017 | DIRECTOR, VICE PRESIDENT, SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN P HEFFERNAN JR | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 105737017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES W HEFFERNAN | ||||||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 105737017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JPH MANAGEMENT INC | |||||
| 5 INTERNATIONAL DRIVE SUITE 115 | RYE BROOK | NY | 105737017 | FOUNDATION ADMINISTRATION | $69,050 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 65 EAST 55TH STREET 26TH FLOOR | NEW YORK | NY | 100223364 | INVESTMENT MANAGEMENT AND ADVISORY | $57,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,472,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,167,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,639,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,639,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,540,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,881 | TotalTaxAmt |
| Distributable Before Adj | $285,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $285,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $285,128 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,958,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,958,084 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $285,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $458,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,440 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $774,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,117,042 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $467,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,883,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,958,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $285,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,672,956 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,556,193 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $458,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,098,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,440 | ExcessFromYear4Amt |
| Excess From Year3 | $774,078 | ExcessFromYear3Amt |
| Excess From Year2 | $1,117,042 | ExcessFromYear2Amt |
| Excess From Year1 | $467,575 | ExcessFromYear1Amt |
| Excess From Current Year | $2,672,956 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN P HEFFERNAN DECEASED 091725 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUTTERFLIES FROM JODIE | ||||||||
| 33 PRESIDENT STREET | NEW ROCHELLE | NY | 108011810 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| CAPE COD HEALTHCARE FOUNDATION | ||||||||
| PO BOX 370 | HYANNIS | MA | 026010370 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CATHOLIC ACADEMY OF BRIDGEPORT | ||||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 066043502 | N/A | PC | GENERAL OPERATING SUPPORT | $1,130,921 | |
| CONVENT OF ST BIRGITTA | ||||||||
| 4 RUNKENHAGE ROAD | DARIEN | CT | 068206122 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DANNY BUTLER MEMORIAL FUND INC | ||||||||
| 6 MARTIN BUTLER COURT | RYE | NY | 105803146 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRANCISCAN FRIARS OF THE ATONEMENT | ||||||||
| PO BOX 300 | GARRISON | NY | 105240301 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOPE COMMUNITY SERVICES INC | ||||||||
| 50 WASHINGTON AVENUE | NEW ROCHELLE | NY | 108015503 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| HUGGINS HOSPITAL | ||||||||
| 240 S MAIN STREET | WOLFEBORO | NH | 038944455 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 100224112 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| IONA PREPARATORY SCHOOL | ||||||||
| 255 WILMOT ROAD | NEW ROCHELLE | NY | 108041225 | N/A | PC | GENERAL OPERATING SUPPORT | $1,220,921 | |
| IONA UNVERSITY | ||||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 108011830 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 2999 SCHURZ AVENUE | BRONX | NY | 104653826 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL PKU ALLIANCE INC | ||||||||
| 2809 EAST HAMILTON AVENUE SUITE 311 | EAU CLAIRE | WI | 547016863 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| OYSTER HARBORS CLUB CADDY SCHOLARSHIP FUND INC | ||||||||
| 2067 OYSTER HARBORS | OSTERVILLE | ME | 026552494 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PART OF THE SOLUTION INC | ||||||||
| 2759 WEBSTER AVENUE | BRONX | NY | 104583708 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PORT CHESTER CARVER CENTER INC | ||||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 105733604 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PORT CHESTER RYE RYE BROOK EMERGENCY MEDICAL SERVICES INC | ||||||||
| 417 ELLENDALE AVENUE | PORT CHESTER | NY | 105733533 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| SISTERS OF LIFE | ||||||||
| 38 MONTEBELLO ROAD | SUFFERN | NY | 109013824 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| SPECIAL OPERATORS TRANSITION FOUNDATION INC | ||||||||
| PO BOX 249 | NICEVILLE | FL | 325880249 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ST ANDREW CHURCH | ||||||||
| 435 ANTON STREET | BRIDGEPORT | CT | 066062120 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST JOSEPH'S RESIDENCE CARE | ||||||||
| 30 MONTGOMERY CIRCLE | NEW ROCHELLE | NY | 108044413 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST THOMAS AQUINAS COLLEGE | ||||||||
| 125 ROUTE 340 | SPARKILL | NY | 109760001 | N/A | PC | GENERAL OPERATING SUPPORT | $45,696 | |
| STEER FOR STUDENT ATHLETES INC | ||||||||
| 304 MIDLAND AVENUE | PORT CHESTER | NY | 105734956 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 103063159 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SWIM ACROSS AMERICA | ||||||||
| 11600 NORTH COMMUNITY HOUSE ROAD | CHARLOTTE | NC | 282771883 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 100 |
| THE CARDINAL'S ANNUAL STEWARDSHIP APPEAL | ||||||||
| 488 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 100225702 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| WHITE PLAINS HOSPITAL | ||||||||
| 40 E POST ROAD | WHITE PLAINS | NY | 106010001 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WINTER WALK INC | ||||||||
| PO BOX 14 | ANDOVER | MA | 018100001 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| WOUNDED WARRIORS PROJECT INC | ||||||||
| 370 7TH AVENUE SUITE 1802 | NEW YORK | NY | 100013918 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,874,888 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,194 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,976 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,971,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,079,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,079,322 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JOHN P HEFFERNAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 EVERGREEN AVENUE | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105802020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $14,146 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,146 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 066043502 | CASH | $1,095,921 |
| IONA PREPARATORY SCHOOL | |||||
| 255 WILMOT ROAD | NEW ROCHELLE | NY | 108041225 | CASH | $1,095,921 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION MADE A SIGNIFICANT DISPOSITION OF ASSETS CONSTITUTING A "SUBSTANTIAL CONTRACTION" AS DEFINED IN THE INSTRUCTIONS TO FORM 990-PF. THE FOUNDATION DISTRIBUTED $2,191,842, REPRESENTING APPROXIMATELY 35% OF ITS BEGINNING-OF-YEAR ASSETS OF $6,344,573, IN THE FORM OF GRANTS TO QUALIFIED PUBLIC CHARITIES PURSUANT TO A BOARD-APPROVED DISTRIBUTION. THIS DOES NOT CONSTITUTE A TERMINATION UNDER IRC 507(A). THE FOUNDATION CONTINUES TO OPERATE AND IS NOT IN THE PROCESS OF LIQUIDATION, TERMINATION, OR DISSOLUTION. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $5,000 | $0 | $0 |
| OTHER INVESTMENT EXPENSES | $816 | $816 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $5,646 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,646 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION | $69,050 | $0 | $69,050 |
| INVESTMENT MANAGEMENT AND ADVISORY | $63,701 | $63,701 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $28,841 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $1,765 | $1,765 | $0 |