HERMIONE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HERMIONE FOUNDATION (EIN 13-3673826)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349102165
- Schema version
- 2020v4.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:44:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2580 SUNRISE HIGHWAY | AddressLine1Txt |
| City | BELLMORE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-15 | 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 | JOSHUA GOLDSMITH CPA | PreparerPersonNm |
| PTIN | P02054349 | PTIN |
| Phone | 5164095000 | PhoneNum |
| Preparation | 2021-11-15 | 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 | 2020 | 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 | $1,594,240 | 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 | $1,062,825 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,504 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,504 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,993 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $45,468 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $45,468 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $29,668 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,857,038 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $606,725 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,117,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,690 | 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 | $416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $416 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,094,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,094,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,120,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,094,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $645,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,617,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,585,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,585,676 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $2,050 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,564 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,564 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,619,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,594,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,594,240 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $21,222 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,222 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,597,967 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,594,240 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,597,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,594,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,619,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,594,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,597,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,594,747 | SubtotalAmt |
| Other Decreases | $507 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,594,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 50 SHS AMAZON.COM INC | $156,545 | $74,627 | $81,918 | $81,918 | |
| 1,000 SHS WAL-MART INC | $141,227 | $74,659 | $66,568 | $66,568 | |
| 20 SHS AMAZON.COM INC | $60,908 | $29,851 | $31,057 | $31,057 | |
| 30 SHS ALPHABET INC | $45,317 | $20,097 | $25,220 | $25,220 | |
| 9 SHS ALPHABET INC | $13,595 | $4,768 | $8,827 | $8,827 | |
| 320 SHS TELADOC HEALTH | $64,615 | $6,725 | $57,890 | $57,890 | |
| 96 SHS HERMES INTL | $64,216 | $37,075 | $27,141 | $27,141 | |
| 835 SHS LVMH MOET | $310,599 | $142,280 | $168,319 | $168,319 | |
| 500 SHS TELADOC HEALTH | $50,509 | $16,784 | $33,725 | $33,725 | |
| 300 SHS TELADOC HEALTH | $30,306 | $9,680 | $20,626 | $20,626 | |
| 500 SHS TELADOC HEALTH | $50,509 | $15,008 | $35,501 | $35,501 | |
| 500 SHS TELADOC HEALTH | $50,509 | $15,008 | $35,501 | $35,501 | |
| 180 SHS TELADOC HEALTH | $18,183 | $3,782 | $14,401 | $14,401 | |
| SHORT-TERM BONDS | $800,000 | $799,969 | $31 | $31 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $606,725 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,004 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,004 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,026 | OverpaymentAmt |
| Applied To ES Tax | $15,026 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $565,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $966,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,564 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,540,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,540,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,517,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,978 | TotalTaxAmt |
| Distributable Before Adj | $66,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,094,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,094,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,094,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,099,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $895,598 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,283,519 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,058,441 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $707,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,044,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,094,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,022,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,067,530 | 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 | $1,099,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,967,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $895,598 | ExcessFromYear4Amt |
| Excess From Year3 | $1,283,519 | ExcessFromYear3Amt |
| Excess From Year2 | $1,058,441 | ExcessFromYear2Amt |
| Excess From Year1 | $707,425 | ExcessFromYear1Amt |
| Excess From Current Year | $1,022,567 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| ASPCA | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $250 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $60,000 |
| BREAKTHROUGH NEW YORK | |||||||
| 123 WILLIAM STREET 4TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $125,000 |
| CARNEGIE HALL SOCIETY | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $6,053 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| FRIENDS OF UNFPA | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $3,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $135,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $382,276 |
| MICHAEL WOLK HEART FOUNDATION | |||||||
| 865 PARK AVENUE | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $128,974 |
| PERLMAN MUSIC PROGRAM | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $37,350 |
| PROJECT EZRA | |||||||
| 465 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,136 |
| SHARE OUR STRENGTH | |||||||
| 13030 15TH STREET NW STE 1100 | WASHINGTON | DC | 20012 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| 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 |
| HARVEY SCHOOL | |||||||
| 260 JAY STREET | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100,000 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL RD 1 | HILLSIDE | NJ | 07205 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $33,500 |
| COMPREHENSIVE YOUTH DEVELOPMENT | |||||||
| 240 SECOND AVENUE | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET STE 701 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,094,039 | 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 | $3,504 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,993 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $29,668 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,755 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CANCELLED CHECKS FROM PRIOR YEAR'S QUALIFYING DISTRIBUTIONS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,410 | 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 (6 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 | $58,332 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 2 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $217,803 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 3 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $64,887 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 4 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $317,146 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 5 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $260,116 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 6 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $144,540 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 39 SHS ALPHABET INC | $58,332 | 2020-07-07 |
| 2 | 70 SHS AMAZON | $217,803 | 2020-11-17 |
| 3 | 96 SHS HERMES INTERNATIONAL | $64,887 | 2020-03-11 |
| 4 | 835 SHS LVMH MOET HENNESSY VUITTON SE | $317,146 | 2020-03-11 |
| 5 | 2,300 SHS TELADOC HEALTH INC | $260,116 | 2020-01-22 |
| 6 | 1,000 SHS WALMART | $144,540 | 2020-09-04 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER RECEIVABLE | $2,050 | $0 | $0 |
| INVESTMENT - FGHP | $0 | $8,564 | $8,564 |
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 | $507 | 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 | $15,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CANCELLED CHECKS FROM PRIOR YEAR'S QUALIFYING DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - FGHP | Desc |
| BOY Book Value | $21,222 | 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 | $416 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $416 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments