HERMIONE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HERMIONE FOUNDATION (EIN 13-3673826)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201943179349102099
Schema version
2018v3.1
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)
Return2019-11-13T14:51:34-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113080565PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHWARTZ & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12580 SUNRISE HIGHWAYAddressLine1Txt
CityBELLMORECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11710ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133673826EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA SLOATEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124769175PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J SCHWARTZ CPAPreparerPersonNm
PTINP00115049PTIN
Phone5164095000PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.123.192.52IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm12:05:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3956246B9229679D9FD2FE9BD13C0F1D265D61BEAtSubmissionCreationDeviceId
At Submission Filing Device Id3956246B9229679D9FD2FE9BD13C0F1D265D61BEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,381,617FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$712,078ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,506InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,506InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,873DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,873DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$42,691GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$42,691GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$30,067NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,362,889GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$269,831CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$775,242TotalRevAndExpnssAmt
Total Net Invst Incm$333,901TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,470OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$149PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,624OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,624OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,243TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,114,389ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,114,389ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,133,632TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,114,389TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$358,390ExcessRevenueOverExpensesAmt
Net Investment Income$321,277NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$963,808SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,380,192SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,380,192SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$741,411OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,187OtherAssetsBOYAmt
Other Assets EOY$1,424OtherAssetsEOYAmt
Other Assets EOYFMV$1,424OtherAssetsEOYFMVAmt
Total Assets BOY$1,707,406TotalAssetsBOYAmt
Total Assets EOY$1,381,617TotalAssetsEOYAmt
Total Assets EOYFMV$1,381,617TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$50,109OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,109TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,707,406UnrestrictedBOYAmt
Unrestricted EOY$1,331,508UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,707,406TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,331,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,707,406TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,381,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,707,406TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$358,390ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,349,016SubtotalAmt
Other Decreases$17,508OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,331,508TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
800 SHS JNJD2018-05-292018-12-19$103,002$96,226$6,776$6,776
500 SHS COSTCOD2014-02-132018-06-15$103,481$57,865$45,616$45,616
491 SHS COSTCOD2014-03-062018-07-20$107,314$55,950$51,364$51,364
500 SHS COSTCOD2014-03-062018-08-16$111,726$56,976$54,750$54,750
33 SHS MICROSOFTD2015-07-302018-10-03$3,816$1,544$2,272$2,272
467 SHS MICROSOFTD2015-07-312018-10-03$54,005$21,879$32,126$32,126
1000 SHS NIKED2016-12-062018-05-02$68,093$50,570$17,523$17,523
1000 SHS NIKED2016-12-062018-07-02$79,189$50,570$28,619$28,619
484 SHS NIKED2016-12-062018-09-04$38,858$24,476$14,382$14,382
500 SHS NIKED2016-12-062018-09-26$41,018$25,285$15,733$15,733
3215 SHS PIMCOP2016-12-122018-05-09$326,154$325,864$290$290
6500 SHS POWERSHARESP2016-12-122018-05-09$326,233$325,853$380$380
FieldValueIRS element (for citing)
Capital Gain Net Income$269,831CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,341,212AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,507,900NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.889457DistributionYr1Rt
Adjusted Qlfy Distri Yr2$901,310AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$412,276NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.186181DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,111,311AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$521,269NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.131934DistributionYr3Rt
Adjusted Qlfy Distri Yr4$930,516AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$563,272NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.651983DistributionYr4Rt
Adjusted Qlfy Distri Yr5$941,403AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$506,378NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.859091DistributionYr5Rt
Total Distribution8.718646TotalDistributionRt
Average Distribution1.743729AverageDistributionRt
Net Vl Noncharitable Assets$1,247,486NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,175,278AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,213NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,178,491AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,114,389QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,426InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,426SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,426TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,863EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,863TotalPaymentsAndCreditsAmt
Es Penalty$17EsPenaltyAmt
Overpayment$12,420OverpaymentAmt
Applied To ES Tax$12,420AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA SLOATEIndividualWithBooksNm
Phone2124769175PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line135 EAST 75TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA J SLOATE
35 EAST 75TH STREETNEW YORKNY10021PRESIDENT0.00$0$0$0
MICHAEL J SCHWARTZ
3040 JUDITH DRIVEMERRICKNY11566TRUSTEE0.00$0$0$0
DONNA LEONE
9 FLANDERS LANECORTLANDT MANORNY10567TRUSTEE0.00$0$0$0
NESLI BASGOZ
1 FRANKLIN STREET 460BOSTONMA02110TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONE - CONTRIBUTIONS WERE MADE TO OTHER CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$815,117AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$451,366AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,266,483TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,266,483AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,997CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,247,486NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,374MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,374MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,426TaxBasedOnInvestmentIncomeAmt
Total Tax$6,426TotalTaxAmt
Distributable Before Adj$55,948DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,948DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,948DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,114,389ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,114,389QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,114,389AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,948DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$925,975ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$910,612ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,099,980ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$895,598ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,283,519ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,115,684TotalExcessDistributionCyovAmt
Qualifying Distributions$1,114,389QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,948AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,058,441RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,174,125TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$925,975ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,248,150ExcessDistriCyovToNextYrAmt
Excess From Year4$910,612ExcessFromYear4Amt
Excess From Year3$1,099,980ExcessFromYear3Amt
Excess From Year2$895,598ExcessFromYear2Amt
Excess From Year1$1,283,519ExcessFromYear1Amt
Excess From Current Year$1,058,441ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

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

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAURA J SLOATEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONNA LEONERecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,692
TEACHERS COLLEGE OF COLUMBIA UNIVERSITY
525 W 120TH STREETNEW YORKNY10027NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$61,000
THE BRIDGE
290 LENOX AVE 3RD FLOORNEW YORKNY10027NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$100
ARMS WITH ETHICS
9480 BYRON AVENUESURFSIDEFL33154NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$4,500
HOLE IN THE WALL GANG CAMP
565 ASHFORD CENTER RDASHFORDCT06278NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$5,900
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$50,000
BLYTHEDALE CHILDREN'S HOSPITAL
95 BRADHURST AVENUEVALHALLANY10595NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$2,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUEBOSTONMA02115NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$750
BREAKTHROUGH NEW YORK
123 WILLIAM STREET 4TH FLNEW YORKNY10038NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$100,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLNEW YORKNY10004NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$2,500
CANINE ASSISTANTS
3160 FRANCIS ROADMILTONGA30004NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$2,000
CARNEGIE HALL SOCIETY
881 7TH AVENUENEW YORKNY10019NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$30,149
CENTRAL SYNAGOGUE
652 LEXINGTON AVENUENEW YORKNY10022NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$5,108
GREYSTON FOUNDATION
21 PARK AVENUEYONKERSNY10703NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$5,000
HUNTS POINT ALLIANCE FOR CHILDREN
1231 LAFAYETTE AVENUEBRONXNY10474NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$2,500
ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,500
JAZZ AT LINCOLN CENTER
3 COLUMBUS CIRCLENEW YORKNY10019NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$3,653
DOR HADASH
165 E 56TH STREETNEW YORKNY10022NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$324
JUNIOR ACHIEVEMENT OF THE PALM BEACHES
6903 VISTA PKWY N SUITE 10WEST PALM BEACHFL33411NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,800
LINCOLN CENTER INC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$3,807
LUPUS INTERNATIONAL
17985 SKY PARK CIRCLEIRVINECA92614NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$100
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET STE 540BOSTONMA02114NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$325,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,500
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$133,746
MICHAEL WOLK HEART FOUNDATION
865 PARK AVENUENEW YORKNY10075NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$5,000
MOUNT SINAI ADOLESCENT HEALTH CENTER
212 EAST 94TH STREETNEW YORKNY10128NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$80,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$203,585
NPR
PO BOX 791490BALTIMOREMD21279NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,000
PERLMAN MUSIC PROGRAM
19 WEST 69TH STREETNEW YORKNY10023NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$50,000
PROJECT EZRA
465 GRAND STREETNEW YORKNY10002NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,500
RAMAPO FOR CHILDREN
49 WEST 38TH STREET 5TH FLNEW YORKNY10018NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$1,000
SHARE OUR STRENGTH
13030 15TH STREET NW STE 1100WASHINGTONDC20012NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$18,800
THE NEW YORK TIMES SPONSORSHIP
620 EIGHTH AVENUENEW YORKNY10018NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$500
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$3,000
THE SEEING EYE
10 WASHINGTON VALLEY ROADMORRISTOWNNJ07960NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$5,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$125
LIGHTHOUSE INTERNATIONAL FILM FESTIVAL
104 FAIRVIEWBEACH HAVENNJ08008NONEPUBLIC CHARITYTO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,114,389TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescFGHP CAPITALDesc

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,506RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,873ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,067RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,967ExclusionAmt
Related Or Exempt Function Incm$39,573RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,540TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementINVESTMENT IN FGHPRelationshipStatementTxt

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 (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LAURA J SLOATE
135 EAST 75TH STREETNEW YORKNY10021$104,336Yes (X)Yes (X)
LAURA J SLOATE
235 EAST 75TH STREETNEW YORKNY10021$57,575Yes (X)Yes (X)
LAURA J SLOATE
335 EAST 75TH STREETNEW YORKNY10021$82,180Yes (X)Yes (X)
LAURA J SLOATE
435 EAST 75TH STREETNEW YORKNY10021$217,647Yes (X)Yes (X)
LAURA J SLOATE
535 EAST 75TH STREETNEW YORKNY10021$147,780Yes (X)Yes (X)
LAURA J SLOATE
635 EAST 75TH STREETNEW YORKNY10021$102,560Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1800 SHS JOHNSON & JOHNSON$104,3362018-12-19
2500 SHS MICROSOFT$57,5752018-10-03
3984 SHS NIKE$82,1802018-09-26
4991 SHS COSTCO$217,6472018-08-16
52,000 SHS NIKE$147,7802018-07-02
6500 SHS COSTCO$102,5602018-06-15

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$2,187BOYBookValueAmt
EOY Book Value$1,424EOYBookValueAmt
EOYFMV$1,424EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON INVSTMTS/BK TO TX DIFF$508
FEDERAL TAX$17,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFGHP CAPITAL LMTD PARTNERSHIPDesc
Revenue And Expenses Per Books$12,624RevenueAndExpensesPerBooksAmt
Net Investment Income$12,624NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINVESTMENT - FGHPDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$50,109EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$557$0$0
MISC EXPENSE$5,913$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLAURA SLOATEPersonNm

US Address USAddress

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

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