HERMIONE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HERMIONE FOUNDATION (EIN 13-3673826)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349104644
- Schema version
- 2021v4.2
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:39:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113080565 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 BROADHOLLOW RD STE 319 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 2124769175 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | SLOATE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH H SCHWARTZ CPA | PreparerPersonNm |
| PTIN | P01075951 | PTIN |
| Phone | 5164095000 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,465,459 | 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 | $1,820,934 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,432 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $47,940 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $47,940 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $33,290 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,305,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,399,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,859,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,450,630 | 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 |
| Other Prof Fees Rev And Expnss | $554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $554 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,650 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $954,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $954,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $981,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $955,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $877,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,435,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,585,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $610,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $610,676 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $8,564 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,854,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,854,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,594,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,465,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,465,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,594,240 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,465,459 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,594,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,465,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,594,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,465,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,594,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $877,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,471,559 | SubtotalAmt |
| Other Decreases | $6,100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,465,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 80 SHS AMAZON.COM INC | $265,917 | $56,467 | $209,450 | $209,450 |
| 550 SHS MICROSOFT CORP | $184,105 | $84,282 | $99,823 | $99,823 |
| 31 SHS MOTOROLA SOLUTIONS INC | $7,867 | $2,169 | $5,698 | $5,698 |
| 304 SHS MOTOROLA SOLUTIONS INC | $77,150 | $20,717 | $56,433 | $56,433 |
| 165 SHS MOTOROLA SOLUTIONS INC | $41,874 | $10,760 | $31,114 | $31,114 |
| 425 SHS MOTOROLA SOLUTIONS INC | $94,300 | $68,837 | $25,463 | $25,463 |
| 2,706 SHS NIKE INC-CL B | $346,865 | $136,842 | $210,023 | $210,023 |
| 994 SHS NIKE INC-CL B | $127,415 | $11,463 | $115,952 | $115,952 |
| 1,481 SHS ALLAKOS INC | $200,656 | $4,591 | $196,065 | $196,065 |
| 1,000 SHS ALLAKOS INC | $134,728 | $3,100 | $131,628 | $131,628 |
| 500 SHS ALLAKOS INC | $65,454 | $3,100 | $62,354 | $62,354 |
| 2,000 SHS ALLAKOS INC | $261,817 | $6,200 | $255,617 | $255,617 |
| SHORT TERM INVESCO ETF | $493,425 | $494,076 | -$651 | -$651 |
| NEUBERGER#3787 CAPITAL GAIN DISTRIBUTIONS | $19 | $19 | $19 | |
| NEUBERGER#3787 ST CAPITAL GAIN | $3,602 | $3,417 | $185 | $185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,399,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,026 | 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 | $15,026 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,934 | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,537,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,041,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,041,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,010,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,960 | TotalTaxAmt |
| Distributable Before Adj | $80,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $955,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $955,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $895,598 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,283,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,058,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $707,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,022,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,967,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $955,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $874,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,842,160 | 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 | $895,598 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,946,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,283,519 | ExcessFromYear4Amt |
| Excess From Year3 | $1,058,441 | ExcessFromYear3Amt |
| Excess From Year2 | $707,425 | ExcessFromYear2Amt |
| Excess From Year1 | $1,022,567 | ExcessFromYear1Amt |
| Excess From Current Year | $874,610 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $50,000 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVENUE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| BREAKTHROUGH NEW YORK | |||||||
| 123 WILLIAM STREET 4TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $55,000 |
| CARNEGIE HALL SOCIETY | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $8,500 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL RD 1 | HILLSIDE | NJ | 07205 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $35,000 |
| COMPREHENSIVE YOUTH DEVELOPMENT | |||||||
| 240 SECOND AVENUE | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $250 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 |
| HARVEY SCHOOL | |||||||
| 260 JAY STREET | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $135,000 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $390,456 |
| MICHAEL WOLK HEART FOUNDATION | |||||||
| 865 PARK AVENUE | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| MOUNT SINAI ADOLESCENT HEALTH CENTER | |||||||
| 212 EAST 94TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,500 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $128,578 |
| PERLMAN MUSIC PROGRAM | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $56,200 |
| PROJECT EZRA | |||||||
| 465 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| TEACHERS COLLEGE OF COLUMBIA UNIVERSITY | |||||||
| 525 W 120TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $50,000 |
| THE SEEING EYE | |||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| AIDSLIFE CYCLE | |||||||
| 1035 MARKET STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| CARAMOOR CENTER FOR MUSIC | |||||||
| 149 GIRDLE RIDGE ROAD | KAYONAH | NY | 10536 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,650 |
| CNOTE FOUNDATION | |||||||
| PO BOX 2748 | DURHAM | NC | 27715 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| EDUCATION SUPERHIGHWAY | |||||||
| 6 PRESIDIO TERRACE | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| FIRST BOOK | |||||||
| 312 W ROUTE 38 | MOORESTOWN | NJ | 08057 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| FISHER CENTER ALZHEIMER RESEARCH FOUNDATION | |||||||
| FDR STATION PO BOX 220 | NEW YORK | NY | 10150 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| IN TANDEM CYCLING | |||||||
| PO BOX 647 | NEW YORK | NY | 10460 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| MERRICK JEWISH CENTER | |||||||
| 225 FOX BOULEVARD | MERRICK | NY | 11566 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| THURGOOD MARSHALL COLLEGE FUND | |||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $954,634 | 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 | $85 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,432 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $33,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,573 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAURA J SLOATE | |||||||
| 1 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $265,916 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 2 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $184,105 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 3 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $221,190 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 4 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $474,279 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 5 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $662,656 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 80 SHS AMAZON | $265,916 | 2021-12-17 |
| 2 | 550 SHS MICROSOFT | $184,105 | 2021-12-01 |
| 3 | 925 SHS MOTOROLA | $221,190 | 2021-11-04 |
| 4 | 3,700 SHS NIKE | $474,279 | 2021-04-20 |
| 5 | 4,981 SHS ALLAKOS | $662,656 | 2021-08-16 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT - FGHP | $8,564 | $41,908 | $41,908 |
| OTHER RECEIVABLE | $0 | $89 | $89 |
| NEUBERGER BERMAN - SECURITIES | $0 | $1,812,786 | $1,812,786 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVSTMTS/BK TO TX DIFF | Desc |
| Amt | $6,100 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FGHP CAPITAL LMTD PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $14,650 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $554 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $554 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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