HERA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HERA FOUNDATION INC (EIN 13-3583082)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-24
- IRS object ID
- 201822059349100712
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-24T15:02:17-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 133583082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CAROLYN RUNOWICZ MD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERA | BusinessNameControlTxt |
| Phone | 3056729190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5043 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN RUNOWICZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3056729190 | PhoneNum |
| Signature | 2018-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD HEGT CPA | PreparerPersonNm |
| PTIN | P00041562 | PTIN |
| Phone | 9149492990 | PhoneNum |
| 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 | $2,416,040 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $152,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,506 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,877 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,629 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,035 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,766 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,794 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $942 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,426 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,192,366 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,186,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,315,614 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,307,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,286,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,416,040 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,307,606 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,286,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,307,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,286,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,307,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,286,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,307,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,286,987 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,286,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $896,247 | $905,367 | -$9,120 | -$9,120 |
| PUBLICLY TRADED SECURITIES | $132 | $132 | $132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,312 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,219,065 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,200,772 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,667 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,156,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,212 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,053,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,103 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,951,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044125 | DistributionYr5Rt |
| Total Distribution | 0.250877 | TotalDistributionRt |
| Average Distribution | 0.050175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,338,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,658 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $143,556 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $788 | OverpaymentAmt |
| Applied To ES Tax | $788 | 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 | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056729190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5043 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | 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 | 0 | BusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR GOLDBERG | ||||||||
| 25 TIDEWAY | KINGS POINT | NY | 11024 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| CAROLYN RUNOWICZ MD | ||||||||
| 5043 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| SHELDON CHERRY MD | ||||||||
| 5043 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | SECRETARY/TREASURER | 3.00 | $33,000 | $0 | $0 |
| MICHAEL FISCHER | ||||||||
| 3031 CHEN DRIVE | YORKTOWN HEIGHTS | NY | 10598 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| REBECCA GOUREVITCH | ||||||||
| 166 HIGH STREET | HASTINGSONHUDSON | NY | 10706 | DIRECTOR | 0.20 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,235,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,373,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,373,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,338,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $332 | TotalTaxAmt |
| Distributable Before Adj | $116,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,556 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $332 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,224 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,059 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,059 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,088 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA OMEGA ALPHA MEDICAL HONOR SOCIETY | |||||||
| 1015 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PC | EDUCATION, SCHOLARSHIPS & RESEARCH | $100 |
| AMERICAN ASSOCIATION OF OBSTETRICIANS AND GYNECOLOGISTS FOUNDATION | |||||||
| 9 NEWPORT DRIVE SUITE 200 | FOREST HILL | MD | 21050 | NONE | PC | EDUCATION & TRAINING | $500 |
| CHEMOTHERAPY FOUNDATION | |||||||
| 183 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | CANCER RESEARCH | $1,000 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH STREET BROADWAY | NEW YORK | NY | 10027 | NONE | PC | SUPPORT OF MEDICAL EDUCATION, SCHOLARSHIPS AND RESEARCH | $1,500 |
| CONQUER CANCER FOUNDATION | |||||||
| 2318 MILL ROAD | ALEXANDRIA | VA | 22314 | NONE | PC | CANCER RESEARCH | $1,000 |
| FISHER ISLAND PHILANTHROPIC FUND | |||||||
| 3250 SOUTHWEST THIRD AVE | MIAMI | FL | 33129 | NONE | PC | EDUCATION | $3,800 |
| FIU FOUNDATION | |||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | NONE | PC | MEDICAL STUDENT SCHOLARSHIPS | $35,800 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | SUPPORT HEALTH CARE OF THE ELDERLY & DISABLED THROUGH MIAMI JEWISH HEALTH SYSTEM FOUNDATION. | $10,000 |
| HEARING THE OVARIAN CANCER WHISPER | |||||||
| 1016 NORTH DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PC | RESEARCH FOR OVARIAN CANCER | $3,000 |
| HIGHLAND HALL | |||||||
| 17100 SUPERIOR STREET | NORTHRIDGE | CA | 91325 | NONE | PC | EDUCATION | $8,000 |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 1 GUSTAVE L LEVY PLACE 1049 | NEW YORK | NY | 10029 | NONE | PC | EDUCATION AND RESEARCH | $500 |
| JEFFERSON | |||||||
| 130 S 9TH STREET | PHILADELPHIA | PA | 19107 | NONE | PC | EDUCATION | $1,000 |
| MIAMI MUSIC PROJECT | |||||||
| 2125 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | MUSIC EDUCATION | $1,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | CANCER RESEARCH | $2,000 |
| SOCIETY FOR PERSONALIZED NANOMEDICINE | |||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33143 | NONE | PC | RESEARCH & EDUCATION | $15,000 |
| UC IRVINE FOUNDATION | |||||||
| 100T MARY STREET SUITE 200 | IRVINE | CA | 92017 | NONE | PC | EDUCATION | $500 |
| UCONN FOUNDATION | |||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | NONE | PC | EDUCATION | $500 |
| UM DEPT OF OTOLARYNGOLOGY | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PC | SUPPORT OF THE HEARING AND COMMUNICATIONS DISORDERS RESEARCH FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,403 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT CAIRO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PARKWOLD DRIVE WEST | AddressLine1Txt |
| City | N VALLEY STREAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,506 | Amt |
| Net Investment Income | $1,877 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,629 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS EQUITIES | AT COST | $699,871 | $828,734 |
| UBS FIXED INCOME | AT COST | $1,486,690 | $1,486,880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEE | $922 | $230 | $692 |
| ADVISORY FEES | $14,850 | $14,850 | $0 |
| MISCELLANEOUS | $1,714 | $1,714 | $0 |
| NY FILING FEE | $250 | $0 | $250 |
| UNDERPAYMENT PENALTY | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,714 | $679 | $2,035 |
| FEDERAL TAXES | $1,199 | $0 | $0 |
| FOREIGN TAXES PAID | $637 | $637 | $0 |
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