HERMIONE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERMIONE FOUNDATION (EIN 13-3673826)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349100023
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T13:39:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 BROADHOLLOW ROAD SUITE 250 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133673826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMIONE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LAURA SLOATE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 2124769175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SLOATE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124769175 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUNGJOO HONG | PreparerPersonNm |
| PTIN | P00839169 | PTIN |
| Phone | 5162289000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,022,444 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $622,863 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $83,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,477 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $49,134 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $49,134 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $49,134 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $617,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $366,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $750,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,414 | 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 |
| Legal Fees Rev And Expnss | $6,263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,263 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $604 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $604 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $700,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $700,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $715,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $707,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,986,355 | CashBOYAmt |
| Cash EOY | $428,752 | CashEOYAmt |
| Cash EOYFMV | $428,752 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,578,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,593,692 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,438 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,991,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,007,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,022,444 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $33,586 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $33,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,958,207 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,007,474 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,958,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,007,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,991,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,007,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,958,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,970 | OtherIncreasesAmt |
| Subtotal | $2,007,875 | SubtotalAmt |
| Other Decreases | $401 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,007,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JOHNSON &JOHNSON | P | 2012-04-19 | 2023-07-31 | $83,772 | $31,584 | $52,188 | $52,188 |
| JOHNSON &JOHNSON | P | 2011-05-23 | 2023-08-14 | $59,314 | $22,492 | $36,822 | $36,822 |
| JOHNSON &JOHNSON | P | 2011-05-23 | 2023-08-14 | $16,333 | $6,194 | $10,139 | $10,139 |
| JOHNSON &JOHNSON | P | 2011-05-23 | 2023-08-14 | $2,579 | $978 | $1,601 | $1,601 |
| JOHNSON &JOHNSON | P | 2012-04-19 | 2023-08-14 | $7,737 | $2,843 | $4,894 | $4,894 |
| JOHNSON &JOHNSON | P | 2012-05-21 | 2023-08-14 | $171,925 | $63,419 | $108,506 | $108,506 |
| MOTOROLA SOLUTIONS INC | P | 2016-05-05 | 2023-01-12 | $21,172 | $5,956 | $15,216 | $15,216 |
| MOTOROLA SOLUTIONS INC | P | 2016-05-06 | 2023-01-12 | $35,463 | $9,333 | $26,130 | $26,130 |
| MOTOROLA SOLUTIONS INC | P | 2016-05-12 | 2023-01-12 | $13,762 | $3,638 | $10,124 | $10,124 |
| MOTOROLA SOLUTIONS INC | P | 2016-05-16 | 2023-01-12 | $19,055 | $5,056 | $13,999 | $13,999 |
| MOTOROLA SOLUTIONS INC | P | 2016-05-17 | 2023-01-12 | $23,025 | $6,127 | $16,898 | $16,898 |
| MOTOROLA SOLUTIONS INC | P | 2019-12-12 | 2023-01-12 | $33,081 | $20,246 | $12,835 | $12,835 |
| MOTOROLA SOLUTIONS INC | P | 2019-12-12 | 2023-04-27 | $130,338 | $72,887 | $57,451 | $57,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $366,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $379 | 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 | $379 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $375 | EsPenaltyAmt |
| Tax Due | $6,938 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | LAURA SLOATE | IndividualWithBooksNm |
| Phone | 2124769175 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA J SLOATE | ||||||||
| 35 EAST 75TH STREET | NEW YORK | NY | 10021 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL J SCHWARTZ | ||||||||
| 3040 JUDITH DRIVE | MERRICK | NY | 11566 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DONNA LEONE | ||||||||
| 9 FLANDERS LANE | CORTLANDT MANOR | NY | 10567 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NESLI BASGOZ | ||||||||
| 1 FRANKLIN STREET 460 | BOSTON | MA | 02110 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - CONTRIBUTIONS WERE MADE TO OTHER CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,079,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $942,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,022,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,022,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,991,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,942 | TotalTaxAmt |
| Distributable Before Adj | $92,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,643 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $707,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $707,457 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,058,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $707,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,022,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $874,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,361,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,025,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $707,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,643 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $614,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,639,840 | 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 | $1,058,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,581,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $707,425 | ExcessFromYear4Amt |
| Excess From Year3 | $1,022,567 | ExcessFromYear3Amt |
| Excess From Year2 | $874,610 | ExcessFromYear2Amt |
| Excess From Year1 | $1,361,983 | ExcessFromYear1Amt |
| Excess From Current Year | $614,814 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1992-10-27 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURA J SLOATE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONNA LEONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET 16C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124769175 | RecipientPhoneNum |
| Form And Info And Materials | CALL FOR INFORMATION QUESTIONNAIRE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE STEPHEN & CHRISTINE SCHWARZMAN ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| ALUMNAE ASSOCIATION OF BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $33,500 |
| BREAKTHROUGH NEW YORK INC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $10,000 |
| CARNEGIE HALL SOCIETY | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 100193210 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $15,762 |
| CENTRAL SYNAGOGUE | |||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| CITY HARVEST INC | |||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $466 |
| CITY MEALS OF WHEELS | |||||||
| PO BOX 2748 | DURHAM | NC | 10017 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $65,000 |
| DIA ART FOUNDATION | |||||||
| 535 WEST 22ND STREET 6TH FL | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $1,500 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| FOOD BANK NYC | |||||||
| PO BOX 470 | HARTSDALE | NY | 10026 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $70,000 |
| GIRLS EDUCATIONAL & MENTORING SERVICES | |||||||
| 201 WEST 148TH ST-GROUND FLOOR | NEW YORK | NY | 10039 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $10,000 |
| GLYNWOOD FARM | |||||||
| 362 GLYNNWOOD RD | COLD SPRING | NY | 10516 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $2,500 |
| GRACE INSTITUTE | |||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $2,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $2,000 |
| HARVEY SCHOOL | |||||||
| 260 JAY STREET | KATONAH | NY | 105363707 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| US BLIND TANDEM CYCLING CONNECTION | |||||||
| PO BOX 647 | NEW YORK | NY | 902903638 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $500 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $2,500 |
| LINCOLN CENTER FOR PRFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA 9TH FLOOR | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| MERRICK JEWISH CENTER | |||||||
| 225 FOX BOULEVARD | MERRICK | NY | 11566 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $7,000 |
| METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10028 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $202,788 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $1,000 |
| NEW MASSES FOUNDATION | |||||||
| 175 ROGERS AVENUE 2L | BROOKLYN | NY | 101130075 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $3,000 |
| MICHAEL WOLK HEART FOUNDATION | |||||||
| 865 PARK AVENUE | NEW YORK | NY | 100751832 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $136,972 |
| NYPL-NY INSTITUTE HUMANITY | |||||||
| 476 FIFTH AVENUE ROOM 84 | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $2,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUTIE 300 | BOSTON | MA | 02199 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $467 |
| PERLMAN MUSIC PROGRAM | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $72,950 |
| PRISON BOOK PROGRAM | |||||||
| 1306 HANCOCK STREET | QUINCY | MA | 02169 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| READY TO SUCCEED | |||||||
| 1514 17TH STREET SUITE 201 | SANTA MONICA | CA | 904043442 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $2,000 |
| SAFE HORIZONS | |||||||
| 2 LAFAYETTE STREET 3RD FLOOR | NEW YORK | NY | 480603370 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $3,500 |
| TEAK FELLOWSHIP | |||||||
| 16 WEST 22ND STREET ST 300 | NEW YORK | NY | 10010 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $3,000 |
| THE SEEING EYE | |||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $5,000 |
| WESTSIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | TO FURTHER RECIPIENTS'PUBLICLY STATED OBJECTIVES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $700,405 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,477 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $49,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $366,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $499,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,414 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | LAURA J SLOATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $622,863 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1500 SHS JOHNSON & JOHNSON | $260,775 | 2023-08-16 |
| 1 | 500 SHS JOHNSON & JOHNSON | $87,240 | 2023-08-02 |
| 1 | 450 SHS MOTOROLA SOLUTIONS INC | $129,461 | 2023-04-27 |
| 1 | 550 SHS MOTOROLA SOLUTIONS INC | $145,387 | 2023-01-12 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNITED STATES TREAS BILLS ZERO CPN 01/02/24 | AT COST | $297,532 | $300,000 |
| UNITED STATES TREAS BILLS ZERO CPN 01/11/24 | AT COST | $297,145 | $299,607 |
| UNITED STATES TREAS BILLS ZERO CPN 02/08/24 | AT COST | $492,278 | $497,290 |
| UNITED STATES TREAS BILLS ZERO CPN 02/15/24 | AT COST | $491,767 | $496,795 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERTS & HOLLAND - LEGAL FEES | CategoryTxt |
| Legal Fees | $6,263 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,263 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT - FGHP | $0 | $0 | $0 |
| OTHER RECEIVABLE | $5,438 | $0 | $0 |
| NEUBERGER BERMAN - SECURITIES | $0 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $401 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FGHP CAPITAL LMTD PARTNERSHIP | $11 | $11 | $0 |
| BANK FEES | $185 | $0 | $185 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $14,970 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - FGHP | Desc |
| BOY Book Value | $33,586 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $604 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $604 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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