BETA

HERMIONE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HERMIONE FOUNDATION (EIN 13-3673826)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-16
IRS object ID
202631679349100108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-16T08:48:09-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 BROADHOLLOW ROAD SUITE 250AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133673826EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERMIONE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O LAURA SLOATEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHERMBusinessNameControlTxt
Phone2124769175PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135 EAST 75TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA SLOATEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2124769175PhoneNum
Signature2026-06-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUNGJOO HONGPreparerPersonNm
PTINP00839169PTIN
Phone5162289000PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,493,736FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,647,407ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$102,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,186DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,152,883NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,704,994GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,152,883CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,902,476TotalRevAndExpnssAmt
Total Net Invst Incm$1,255,069TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$359OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$359OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,449TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,058TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$609TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,296,024ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,296,024ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,322,082TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,296,633TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$580,394ExcessRevenueOverExpensesAmt
Net Investment Income$1,255,069NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,169,989CashBOYAmt
Cash EOY$2,279,336CashEOYAmt
Cash EOYFMV$2,279,336CashEOYFMVAmt
Other Investments BOY$1,938,971OtherInvestmentsBOYAmt
Other Investments EOY$135,692OtherInvestmentsEOYAmt
Other Investments EOYFMV$214,400OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,108,960TotalAssetsBOYAmt
Total Assets EOY$2,415,028TotalAssetsEOYAmt
Total Assets EOYFMV$2,493,736TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,108,960NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,415,028NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,108,960TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,415,028TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,108,960TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,415,028TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,108,960TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$580,394ExcessRevenueOverExpensesAmt
Other Increases$78,709OtherIncreasesAmt
Subtotal$3,768,063SubtotalAmt
Other Decreases$1,353,035OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,415,028TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERKSHIRE HATHAWAY INCP2012-11-122025-12-22$249,453$42,758$206,695$206,695
ENTERPRISE PRODS PARTNERSP2005-09-222025-12-22$625,684$243,028$382,656$382,656
ISHARES TR IBONDS DEC25 ETF LIQUIDATED AP2024-02-162025-12-18$125,686$123,753$1,933$1,933
MCDONALD S CORP, MCDP2012-11-082025-04-22$158,055$51,000$107,055$107,055
NIKE INC CLASS B COMNPVP2009-03-242025-07-17$268,038$42,094$225,944$225,944
NVIDIA CORPORATIONP2021-11-192025-10-06$278,078$49,478$228,600$228,600
FieldValueIRS element (for citing)
Capital Gain Net Income$1,152,883CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,445InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,445SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,445TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,698EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$37,698TotalPaymentsAndCreditsAmt
Es Penalty$351EsPenaltyAmt
Overpayment$19,902OverpaymentAmt
Applied To ES Tax$19,902AppliedToESTaxAmt
Refund$0RefundAmt

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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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 BooksLAURA SLOATEIndividualWithBooksNm
Phone2124769175PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line135 EAST 75TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
LAURA J SLOATE
35 EAST 75TH STREETNEW YORKNY10021PRESIDENT0.00$0$0$0
MICHAEL J SCHWARTZ
3040 JUDITH DRIVEMERRICKNY11566TRUSTEE0.00$0$0$0
DONNA LEONE
9 FLANDERS LANECORTLANDT MANORNY10567TRUSTEE0.00$0$0$0
NESLI BASGOZ
1 FRANKLIN STREET 460BOSTONMA02110TRUSTEE0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONE - CONTRIBUTIONS WERE MADE TO OTHER CHARITABLE ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

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$2,003,693AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$591,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,595,019TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,595,019AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,925CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,556,094NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,805MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,805MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,445TaxBasedOnInvestmentIncomeAmt
Total Tax$17,445TotalTaxAmt
Distributable Before Adj$110,360DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,360DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,360DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,296,633ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,296,633QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,360DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,022,567ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$874,610ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,361,983ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$614,814ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,448,460ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,322,434TotalExcessDistributionCyovAmt
Qualifying Distributions$2,296,633QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$110,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,186,273RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,508,707TotalCorpusAmt
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$1,022,567ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,486,140ExcessDistriCyovToNextYrAmt
Excess From Year4$874,610ExcessFromYear4Amt
Excess From Year3$1,361,983ExcessFromYear3Amt
Excess From Year2$614,814ExcessFromYear2Amt
Excess From Year1$1,448,460ExcessFromYear1Amt
Excess From Current Year$2,186,273ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1992-10-27PrivateOperatingFndtnRulingDt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAURA J SLOATEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONNA LEONERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line135 EAST 75TH STREET 16CAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2124769175RecipientPhoneNum
Form And Info And MaterialsCALL FOR INFORMATION QUESTIONNAIREFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$6,100
ASSOCIATION TO BENEFIT CHILDREN
419 EAST 86TH STREETNEW YORKNY10028NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$41,500
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$1,000,000
CARNEGIE HALL SOCIETY
881 7TH AVENUENEW YORKNY100193210NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$20,414
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$1,728
CITY MEALS OF WHEELS
PO BOX 2748DURHAMNC10017NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$75,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,500
FAU FOUNDATION
777 GLADES ROADBOCA RATONFL33431NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$1,500
FEEDING WESTCHESTER
200 CLEARBROOK ROADELMSFORDNY10523NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$10,000
FOOD BANK NYC
PO BOX 470HARTSDALENY10026NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$80,000
FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$3,000
JAZZ AT LINCOLN CENTER
3 COLUMBUS CIRCLENEW YORKNY10019NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,500
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10028NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$550,713
MICHAEL WOLK HEART FOUNDATION
865 PARK AVENUENEW YORKNY100751832NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$5,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$30,000
PERLMAN MUSIC PROGRAM
19 WEST 69TH STREETNEW YORKNY10023NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$397,069
THE SEEING EYE
10 WASHINGTON VALLEY ROADMORRISTOWNNJ07960NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$5,000
UJA-NY ISRAEL EMERGENCYFUND
130 EAST 59TH STREETNEW YORKNY10022NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,000
WESTSIDE CAMPAIGN AGAINST HUNGER
263 W 86TH STREETNEW YORKNY10024NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$15,000
GIVING CIRCLE OF WESTCHESTER
55-15 43RD STREETMASPETHNY11378NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,500
JAFCO
551 FIFTH AVENUENEW YORKNY10176NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$18,000
JAZZ FORUM ARTS
1 DIXON LANETARRYTOWNNY10591NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,500
PBS
825 EIGHTH AVENUENEW YORKNY10019NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$10,000
ROBERT F KENNEDY HUMAN RIGHTS
88 PINE STREETNEW YORKNY10005NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$1,500
SHARING SHELF
47 PURDY AVENUENEW YORKNY10573NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,500
SWEET DREAMMAKERS
55 NE 5TH AVENUEBOCA RATONFL33432NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$7,500
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC20090NONEPCTO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,296,024TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,186ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,152,883ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,255,069ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,255,069TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 Line1LAURA J SLOATEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line135 EAST 75TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,674,407TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1500 SHS OF BERKSHIRE HATHAWAY INC DELCL B$247,2652025-12-22
110,000 SHS OF ENTERPRISE PRODUCTS PARTNERSLP$319,4002025-12-22
12,000 SHS OF NVIDIA CORP$375,2402025-10-06
11,225 SHS OF NIKE INC-CL B$88,3232025-07-17
11,225 SHS OF NIKE INC-CL B$90,1102025-07-10
11,200 SHS OF NIKE INC-CL B$85,2482025-07-01
110,000 SHS OF ENTERPRISE PRODUCTS PARTNERSLP$312,3002025-05-30
1507 SHS OF MCDONALDS CORP$156,5212025-04-22

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NVIDIA CORPORATION COMAT COST$16,493$93,250
ISHARES TR IBONDS DEC 2026 TERM CORP ETFAT COST$119,199$121,150

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST/FMV DIFFERENCE IN THE SECURITIES CONTRIBUTEDDesc
Amt$1,353,035Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS ANNUAL FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALISED GAINDesc
Amt$78,709Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$359Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$359DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$25,449Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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