HERMIONE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HERMIONE FOUNDATION (EIN 13-3673826)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-21
- IRS object ID
- 201812339349100201
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-21T07:58:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | SCHWARTZ & COMPANY 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 | 2017-01-01 | 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 | 2018-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J SCHWARTZ CPA | PreparerPersonNm |
| PTIN | P00115049 | PTIN |
| Phone | 5164095000 | PhoneNum |
| Preparation | 2018-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,707,406 | 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 | $1,568,197 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,389 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,959 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $47,666 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $47,666 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $39,212 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $18,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,058,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $825,535 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,654,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $893,549 | 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 | $3,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,341,212 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,341,212 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,353,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,341,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $885,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $963,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $963,808 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,275,289 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $741,411 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $741,411 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,359 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,187 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,187 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,440,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,707,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,707,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,440,292 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,707,406 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,440,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,707,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,440,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,707,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,440,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,035 | OtherIncreasesAmt |
| Subtotal | $1,742,668 | SubtotalAmt |
| Other Decreases | $35,262 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,707,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 430 SHS REGAL ENTMT | D | 2012-01-04 | 2017-12-04 | $8,747 | $4,493 | $4,254 | $4,254 |
| 520 SHS REGAL ENTMT | D | 2012-01-04 | 2017-12-04 | $10,578 | $5,811 | $4,767 | $4,767 |
| 830 SHS REGAL ENTMT | D | 2012-01-05 | 2017-12-04 | $16,883 | $9,146 | $7,737 | $7,737 |
| 1,549 SHS REGAL ENTMT | D | 2012-01-05 | 2017-12-04 | $31,509 | $15,926 | $15,583 | $15,583 |
| 135 SHS REGAL ENTMT | D | 2012-01-09 | 2017-12-04 | $2,746 | $1,520 | $1,226 | $1,226 |
| 6,536 SHS REGAL ENTMT | D | 2012-06-22 | 2014-12-04 | $132,952 | $82,648 | $50,304 | $50,304 |
| 20 SHS DANAHER CORP | D | 2009-07-30 | 2017-10-24 | $1,812 | $474 | $1,338 | $1,338 |
| 104 SHS DANAHER CORP | D | 2009-07-30 | 2017-10-24 | $9,421 | $2,464 | $6,957 | $6,957 |
| 140 SHS DANAHER CORP | D | 2009-07-30 | 2017-10-24 | $12,682 | $3,317 | $9,365 | $9,365 |
| 1,225 SHS DANAHER CORP | D | 2009-07-30 | 2017-10-24 | $110,967 | $29,028 | $81,939 | $81,939 |
| 15 SHS DANAHER CORP | D | 2009-07-31 | 2017-10-24 | $1,359 | $354 | $1,005 | $1,005 |
| 30 SHS DANAHER CORP | D | 2009-07-31 | 2017-10-24 | $2,718 | $708 | $2,010 | $2,010 |
| 45 SHS DANAHER CORP | D | 2009-07-31 | 2017-10-24 | $4,076 | $1,062 | $3,014 | $3,014 |
| 172 SHS DANAHER CORP | D | 2009-07-31 | 2017-10-24 | $15,581 | $4,060 | $11,521 | $11,521 |
| 870 SHS DANAHER CORP | D | 2009-07-31 | 2017-10-24 | $78,809 | $20,536 | $58,273 | $58,273 |
| 1,800 SHS ONEOK | 2000-11-02 | 2017-06-29 | $91,060 | $26,442 | $64,618 | $64,618 | |
| 700 SHS ONEOK | 1994-12-30 | 2017-06-29 | $35,412 | $7,214 | $28,198 | $28,198 | |
| 2,500 SHS ONEOK | 1994-12-30 | 2017-06-28 | $125,748 | $25,763 | $99,985 | $99,985 | |
| 5,000 SHS ONEOK | 2000-11-02 | 2017-06-26 | $251,013 | $73,450 | $177,563 | $177,563 | |
| 10,000 SHS ONEOK | 2007-05-24 | 2017-03-31 | $543,046 | $347,974 | $195,072 | $195,072 | |
| 800 SHS CLAYMORE EXCHANGE | P | 2016-12-12 | 2017-01-18 | $40,101 | $40,105 | -$4 | -$4 |
| 110 SHS CLAYMORE EXCHANGE | P | 2016-12-12 | 2017-02-08 | $5,506 | $5,514 | -$8 | -$8 |
| 170 SHS CLAYMORE EXCHANGE | P | 2016-12-12 | 2017-02-17 | $8,519 | $8,522 | -$3 | -$3 |
| 545 SHS CLAYMORE EXCHANGE | P | 2016-12-12 | 2017-02-23 | $27,347 | $27,322 | $25 | $25 |
| 6,420 SHS ISHARES TR | P | 2016-12-12 | 2017-10-03 | $326,514 | $325,782 | $732 | $732 |
| 800 SHS ISHARES TR | P | 2016-12-12 | 2017-01-18 | $40,600 | $40,596 | $4 | $4 |
| 110 SHS ISHARES TR | P | 2016-12-12 | 2017-02-08 | $5,578 | $5,582 | -$4 | -$4 |
| 165 SHS ISHARES TR | P | 2016-12-12 | 2017-02-17 | $8,374 | $8,373 | $1 | $1 |
| 535 SHS ISHARES TR | P | 2016-12-12 | 2017-02-23 | $27,175 | $27,148 | $27 | $27 |
| 200 SHS PIMCO ETF | P | 2016-12-12 | 2017-01-13 | $20,262 | $20,271 | -$9 | -$9 |
| 200 SHS PIMCO ETF | P | 2016-12-12 | 2017-01-18 | $20,270 | $20,271 | -$1 | -$1 |
| 55 SHS PIMCO ETF | P | 2016-12-12 | 2017-02-08 | $5,572 | $5,575 | -$3 | -$3 |
| 85 SHS PIMCO ETF | P | 2016-12-12 | 2017-02-17 | $8,619 | $8,615 | $4 | $4 |
| 265 SHS PIMCO ETF | P | 2016-12-12 | 2017-02-23 | $26,905 | $26,860 | $45 | $45 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $825,535 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $901,310 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $412,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.186181 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,111,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $521,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.131934 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $930,516 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $563,272 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.651983 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $941,403 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $506,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.859091 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,121,989 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $278,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.033552 | DistributionYr5Rt |
| Total Distribution | 11.862741 | TotalDistributionRt |
| Average Distribution | 2.372548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,507,900 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,577,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,586,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,341,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,702 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,658 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,658 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $93 | EsPenaltyAmt |
| Overpayment | $1,863 | OverpaymentAmt |
| Applied To ES Tax | $1,863 | 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 | Yes (1) | 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 |
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 | $1,265,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,530,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,530,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,507,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,702 | TotalTaxAmt |
| Distributable Before Adj | $57,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,341,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,341,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,341,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,117,995 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $925,975 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $910,612 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,099,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $895,598 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,950,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,341,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,283,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,233,679 | 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 | $1,117,995 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,115,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $925,975 | ExcessFromYear4Amt |
| Excess From Year3 | $910,612 | ExcessFromYear3Amt |
| Excess From Year2 | $1,099,980 | ExcessFromYear2Amt |
| Excess From Year1 | $895,598 | ExcessFromYear1Amt |
| Excess From Current Year | $1,283,519 | 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 (42 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 | $4,620 |
| ALL STAR CODE | |||||||
| 60 BROAD STREET 25TH FL STE 2503 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $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 | $2,000 |
| BREAKTHROUGH NEW YORK | |||||||
| 123 WILLIAM STREET 4TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $60,000 |
| CARNEGIE HALL SOCIETY | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $27,717 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,544 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $6,500 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| 1231 LAFAYETTE AVENUE | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 |
| JACK MARTIN FUND | |||||||
| 17 EAST 102ND STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,416 |
| LINCOLN CENTER INC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,841 |
| 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 | $50,033 |
| 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 | $105,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $311,776 |
| PERLMAN MUSIC PROGRAM | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $43,600 |
| PROJECT EZRA | |||||||
| 465 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,000 |
| RAMAPO FOR CHILDREN | |||||||
| 49 WEST 38TH STREET 5TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| RICHARD TUCKER MUSIC FOUNDATION | |||||||
| 1790 BROADWAY 715 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,500 |
| SHARE OUR STRENGTH | |||||||
| 13030 15TH STREET NW STE 1100 | WASHINGTON | DC | 20012 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $15,350 |
| THE SEEING EYE | |||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $165 |
| WOMEN DELIVER | |||||||
| 588 BROADWAY 905 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| YOUNG SURVIVAL COALITION | |||||||
| 80 BROAD STREET 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 EAST 42ND STREET STE 4507 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $3,000 |
| ARMS WITH ETHICS | |||||||
| 9480 BYRON AVENUE | SURFSIDE | FL | 33154 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $6,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| CANINE ASSISTANTS | |||||||
| 3160 FRANCIS ROAD | MILTON | GA | 30004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRE | FL | 32081 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| KIDPOWER OF COLORADO | |||||||
| 10 BOULDER CRESCENT STE 100 | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 |
| LUPUS INTERNATIONAL | |||||||
| 17985 SKY PARK CIRCLE | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $600,000 |
| MENTAL HEALTH ASSOCIATION OF NYC | |||||||
| 50 BROADWAY FL 19 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $150 |
| NPR | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 |
| PULSE | |||||||
| 5615 STANTON AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| REUBEN GUTOFF SCHOLARSHIP | |||||||
| C/O COLUMBIA UNIVERSITY | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $200 |
| THE NEW YORK TIMES SPONSORSHIP | |||||||
| 620 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,341,212 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FGHP CAPITAL | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,389 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,959 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,212 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,601 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,256 | 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 | INVESTMENT IN FGHP | 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 (8 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 | $535,000 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 2 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $241,650 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 3 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $124,525 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 4 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $34,972 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 5 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $89,928 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 6 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $237,122 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 7 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $205,000 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 8 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHS ONEOK PARTNERS | $535,000 | 2017-03-31 |
| 2 | 5,000 SHS ONEOK PARTNERS | $241,650 | 2017-06-26 |
| 3 | 2,500 SHS ONEOK PARTNERS | $124,525 | 2017-06-28 |
| 4 | 700 SHS ONEOK PARTNERS | $34,972 | 2017-06-29 |
| 5 | 1,800 SHS ONEOK PARTNERS | $89,928 | 2017-06-29 |
| 6 | 2,621 SHS DANAHER CORP | $237,122 | 2017-10-24 |
| 7 | 10,000 SHS REGAL ENTERTAINMENT GROUP | $205,000 | 2017-12-04 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FGHP CAPITAL LP | FMV | $88,986 | $88,986 |
| FIXED INCOME SECURITIES | FMV | $652,425 | $652,425 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $1,359 | BOYBookValueAmt |
| EOY Book Value | $2,187 | EOYBookValueAmt |
| EOYFMV | $2,187 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $35,000 |
| PENALTY / INTEREST | $262 |
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 | $8,454 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVSTMTS/BK TO TX DIFF | Desc |
| Amt | $1,035 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $273 | $0 | $0 |
| MISC EXPENSE | $3,627 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SLOATE | PersonNm |
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 |
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