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HERA FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HERA FOUNDATION INC (EIN 13-3583082)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202113169349102471
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T13:03:00-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133583082EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HERA FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CAROLYN RUNOWICZ MDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHERABusinessNameControlTxt
Phone3056729190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15043 FISHER ISLAND DRIVEAddressLine1Txt
CityFISHER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN RUNOWICZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3056729190PhoneNum
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLYNPersonFirstNm
Person LastRUNOWICZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD HEGT CPAPreparerPersonNm
PTINP00041562PTIN
Phone9149492990PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,867,627FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$125,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$68,697DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,697DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$69,441NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$409,555GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$124,256TotalRevAndExpnssAmt
Total Net Invst Incm$68,697TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$18,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,125AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$26InterestRevAndExpnssAmt
Interest Net Invst Incm$26InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$7,795TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,414TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,381TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,555OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,818OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$737OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,243TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$173,126TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$128,743TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,870ExcessRevenueOverExpensesAmt
Net Investment Income$24,314NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$148,776SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$100,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$100,215SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,361,743OtherInvestmentsBOYAmt
Other Investments EOY$2,361,434OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,767,412OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,510,519TotalAssetsBOYAmt
Total Assets EOY$2,461,649TotalAssetsEOYAmt
Total Assets EOYFMV$2,867,627TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,510,519RetainedEarningBOYAmt
Retained Earning EOY$2,461,649RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,510,519TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,461,649TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,510,519TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,461,649TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,510,519TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,870ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,461,649SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,461,649TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL TRANSACTIONSP2020-01-012020-12-31$409,021$478,996-$69,975-$69,975
CAPITAL GAINS DIVIDENDSP$534$534$534
FieldValueIRS element (for citing)
Capital Gain Net Income-$69,441CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$338InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$338SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$338TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,502OverpaymentAmt
Applied To ES Tax$2,502AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3056729190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15043 FISHER ISLAND DRIVEAddressLine1Txt
CityFISHER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARTHUR GOLDBERG
25 TIDEWAYKINGS POINTNY11024DIRECTOR0.20$0$0$0
CAROLYN RUNOWICZ MD
5043 FISHER ISLAND DRIVEFISHER ISLANDFL33109PRESIDENT0.30$0$0$0
SHELDON CHERRY MD
5043 FISHER ISLAND DRIVEFISHER ISLANDFL33109SECRETARY/TREASURER3.00$36,000$0$0
MICHAEL FISCHER
3031 CHEN DRIVEYORKTOWN HEIGHTSNY10598DIRECTOR0.20$0$0$0
REBECCA GOUREVITCH
166 HIGH STREETHASTINGSONHUDSONNY10706DIRECTOR0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,570,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,577,130TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,577,130AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,538,473NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,924MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,924MinimumInvestmentReturnAmt
Tax Based On Investment Income$338TaxBasedOnInvestmentIncomeAmt
Total Tax$338TotalTaxAmt
Distributable Before Adj$126,586DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$126,586DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$126,586DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$128,743ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$128,743QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$128,743AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,586DistributableAsAdjustedAmt
Undistributed Income PY$83,327UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$128,743QualifyingDistributionsAmt
Applied To Year1$83,327AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$81,170UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBERT ELLIS INSTITUTE
145 EAST 32ND STREET 9TH FLNEW YORKNY10016NONEPCEDUCATION$1,000
COLUMBIA UNIVERSITY
116TH STREET BROADWAYNEW YORKNY10027NONEPCSUPPORT OF MEDICAL EDUCATION, SCHOLARSHIPS AND RESEARCH$1,500
CONQUER CANCER FOUNDATION
2318 MILL ROADALEXANDRIAVA22314NONEPCCANCER RESEARCH$500
FISHER ISLAND PHILANTHROPIC FUND
3250 SOUTHWEST THIRD AVEMIAMIFL33129NONEPCEDUCATION$750
FIU FOUNDATION
11200 SW 8TH STREETMIAMIFL33199NONEPCMEDICAL STUDENT SCHOLARSHIPS$30,000
FOUNDATION FOR WOMEN'S CANCER
230 W MONROE ST 710CHICAGOIL60606NONEPCCANCER RESEARCH$1,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137NONEPCSUPPORT HEALTH CARE OF THE ELDERLY & DISABLED THROUGH MIAMI JEWISH HEALTH SYSTEM FOUNDATION.$10,000
HEARING THE OVARIAN CANCER WHISPER
1016 NORTH DIXIE HWYWEST PALM BEACHFL33401NONEPCRESEARCH FOR OVARIAN CANCER$3,750
HIGHLAND HALL
17100 SUPERIOR STREETNORTHRIDGECA91325NONEPCEDUCATION$1,000
ICAHN SCHOOL OF MEDICINE
1 GUSTAVE L LEVY PLACE 1049NEW YORKNY10029NONEPCEDUCATION AND RESEARCH$500
JEFFERSON
130 S 9TH STREETPHILADELPHIAPA19107NONEPCEDUCATION$1,000
MOUNT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD SUITE 100MIAMI BEACHFL33140NONEPCEDUCATION AND RESEARCH$5,000
UCONN FOUNDATION
2390 ALUMNI DRIVESTORRSCT06269NONEPCEDUCATION$500
UM DEPT OF OTOLARYNGOLOGY
1320 S DIXIE HWYCORAL GABLESFL33146NONEPCSUPPORT OF THE HEARING AND COMMUNICATIONS DISORDERS RESEARCH FUND$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,697ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$69,441ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$744ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$744TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAT CAIRO FAMILY FOUNDATION INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line140 PARKWOLD DRIVE WESTAddressLine1Txt
CityN VALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd
FieldValueIRS element (for citing)
Total Contributions$125,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,250Amt
Net Investment Income$2,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,125DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS EQUITIESAT COST$391,525$628,051
UBS FIXED INCOMEAT COST$1,969,909$2,139,361

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL PROCESSING FEE$974$487$487
ADVISORY FEES$17,331$17,331$0
NY FILING FEE$250$0$250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$2,761$1,380$1,381
FOREIGN TAXES PAID$384$384$0
FEDERAL TAXES PAID$4,650$4,650$0

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