HERMIONE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HERMIONE FOUNDATION (EIN 13-3673826)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349102388
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:14:52-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-10 | 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 | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.123.192.52 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 13:12:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB7CB77A9085F9C605A66084DFF04162A81E20BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB7CB77A9085F9C605A66084DFF04162A81E20BA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,440,292 | 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 | $1,615,214 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,900 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $36,753 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $36,753 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $27,665 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $61,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,576,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $714,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,716,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $754,167 | 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 | $4,078 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,088 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $901,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $901,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $914,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $901,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $802,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $745,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $608,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,644 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $29,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,275,289 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,275,289 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $97 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,359 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,359 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $638,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,440,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,440,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $638,516 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,440,292 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $638,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,440,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $638,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,440,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $638,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $802,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,440,623 | SubtotalAmt |
| Other Decreases | $331 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,440,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,600 SHS DANAHER CORP | P | 2009-07-03 | 2016-12-09 | $202,667 | $61,718 | $140,949 | $140,949 |
| 2,472 SHS FORTIVE CORP | P | 2009-07-31 | 2016-12-09 | $131,781 | $35,415 | $96,366 | $96,366 |
| 645 SHS ISHARES REAL ESTATE INDEX FUND | P | 2009-11-02 | 2016-12-09 | $50,050 | $25,510 | $24,540 | $24,540 |
| 53 SHS NCR CORP | P | 2015-09-11 | 2016-12-09 | $2,188 | $1,452 | $736 | $736 |
| 500 SHS PEPSICO INC | P | 2012-02-21 | 2016-12-09 | $51,253 | $31,780 | $19,473 | $19,473 |
| 1,788 SHS RAYTHEON CO | P | 2016-01-14 | 2016-12-09 | $260,224 | $216,554 | $43,670 | $43,670 |
| 5,000 SHS VERIZON COMM | P | 2014-02-25 | 2016-12-09 | $255,457 | $233,548 | $21,909 | $21,909 |
| 500 SHS GOLDMAN SACHS | P | 2008-09-24 | 2016-12-02 | $111,478 | $74,257 | $37,221 | $37,221 |
| 106 SHS L-3 COMMUNICATIONS | P | 2015-12-04 | 2016-10-27 | $14,697 | $12,858 | $1,839 | $1,839 |
| 500 SHS VORNADO | P | 1999-10-25 | 2016-07-26 | $52,416 | $40,894 | $11,522 | $11,522 |
| WHITEWAVE FOODS | P | 2012-11-12 | 2016-07-07 | $425,532 | $116,866 | $308,666 | $308,666 |
| 355 SHS MICROSOFT | P | 2013-07-22 | 2016-01-06 | $19,187 | $11,564 | $7,623 | $7,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $714,514 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,111,311 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $521,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.131934 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $930,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $563,272 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.651983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $941,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $506,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.859091 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,121,989 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $278,164 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.033552 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,029,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $583,018 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.765330 | DistributionYr5Rt |
| Total Distribution | 11.441890 | TotalDistributionRt |
| Average Distribution | 2.288378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $412,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $943,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,451 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $950,894 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $901,310 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,902 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,902 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,902 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $440 | EsPenaltyAmt |
| Overpayment | $4,658 | OverpaymentAmt |
| Applied To ES Tax | $4,658 | 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 | ||||||||
| 33 WINTHROP ROAD | BROOKLINE | MA | 02146 | 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 | $52,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $418,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $418,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $412,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,902 | TotalTaxAmt |
| Distributable Before Adj | $5,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,712 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $901,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $901,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $901,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,009,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,117,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $925,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $910,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,099,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,064,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $901,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $895,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,959,761 | 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 | $1,009,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,950,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,117,995 | ExcessFromYear4Amt |
| Excess From Year3 | $925,975 | ExcessFromYear3Amt |
| Excess From Year2 | $910,612 | ExcessFromYear2Amt |
| Excess From Year1 | $1,099,980 | ExcessFromYear1Amt |
| Excess From Current Year | $895,598 | 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 | 605 3RD AVE 39 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,074 | ||||
| ASPCA | |||||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 | ||||
| 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 | $63,000 | ||||
| CARNEGIE HALL SOCIETY | |||||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $34,493 | ||||
| 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 | $3,600 | ||||
| HOLE IN THE WALL GANG CAMP | |||||||||||
| 565 ASHFORD CENTER ROAD | ASHFORD | CT | 06278 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $8,050 | ||||
| JACK MARTIN FUNDNEXT GENERATION | |||||||||||
| 17 EAST 102ND STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,800 | ||||
| JAZZ AT LINCOLN CENTER | |||||||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $8,196 | ||||
| JUNIOR ACHIEVEMENT OF PALM BEACHES | |||||||||||
| 6903 VISTA PKWY N | PALM BEACH | FL | 33411 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | ||||
| LINCOLN CENTER INC | |||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,267 | ||||
| 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 | $422,671 | ||||
| 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 | $38,980 | ||||
| NEW YORK PUBLIC LIBRARY | |||||||||||
| 5TH AVENUE AT 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $62,500 | ||||
| PERLMAN MUSIC PROGRAM | |||||||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $38,000 | ||||
| PROJECT EZRA | |||||||||||
| 465 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $3,000 | ||||
| RICHARD TUCKER MUSIC FOUNDATION | |||||||||||
| 1790 BROADWAY 715 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,250 | ||||
| SHARE OUR STRENGTH | |||||||||||
| 13030 15TH STREET NW STE 1100 | WASHINGTON | DC | 20012 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $18,600 | ||||
| SURPRISE LAKE CAMP | |||||||||||
| 307 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 | ||||
| THE SEEING EYE | |||||||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 | ||||
| WOMEN DELIVER | |||||||||||
| 588 BROADWAY 905 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $250 | ||||
| YOUNG SURVIVAL COALITION | |||||||||||
| 80 BROAD STREET 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $3,600 | ||||
| BARNARD COLLEGE | |||||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $50,000 | ||||
| ALL STAR CODE | |||||||||||
| 60 BROAD STREET 25TH FL STE 2503 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 | ||||
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||||||
| 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $300 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | ||||
| DYSTONIA MEDICAL RESEARCH FOUNDATION | |||||||||||
| ONE EAST WACKER DRIVE STE 1730 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 | ||||
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||||||
| 1231 LAFAYETTE AVENUE | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,500 | ||||
| MERRICK JEWISH CENTRE | |||||||||||
| 225 FOX BOULEVARD | MERRICK | NY | 11566 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,170 | ||||
| RAMAPO FOR CHILDREN | |||||||||||
| 49 WEST 38TH STREET 5TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 | ||||
| SECOND STAGE THEATRE | |||||||||||
| 1501 BROADWAY STE 518 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 | ||||
| THE ANIMAL MEDICAL CENTER | |||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 | ||||
| THE BRIDGE | |||||||||||
| 290 LENOX AVENUE | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 | ||||
| THE JAZZ FOUNDATION OF AMERICA | |||||||||||
| 322 WEST 48TH STREET 6TH FL | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $500 | ||||
| UJA FEDERATION OF NEW YORK | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 | ||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $165 | ||||
| THE ASSOCIATION OF THE JEWISH HISTORIC INSTITUTE OF POLAND | |||||||||||
| NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | TIOMACKIE STREET 3/5 | WARSAW | PL | 00-090 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $901,310 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,900 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,665 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,665 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,281 | 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 (13 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 | $202,124 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 2 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $132,697 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 3 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $49,910 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 4 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $2,193 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 5 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $51,075 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 6 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $261,334 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 7 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $255,650 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 8 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $113,315 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 9 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $100,000 | Yes (X) | |
| LAURA J SLOATE | |||||||
| 10 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $15,763 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 11 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $52,375 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 12 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $359,235 | Yes (X) | Yes (X) |
| LAURA J SLOATE | |||||||
| 13 | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | $19,543 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,600 SHS DANAHER CORP | $202,124 | 2016-12-09 |
| 2 | 2,472 SHS FORTIVE CORP | $132,697 | 2016-12-09 |
| 3 | 645 SHS ISHARES TRUST US REAL ESTATE INDEX FUND | $49,910 | 2016-12-09 |
| 4 | 53 SHS NCR CORP | $2,193 | 2016-12-09 |
| 5 | 500 SHS PEPSICO | $51,075 | 2016-12-09 |
| 6 | 1,788 SHS RAYTHEON CO | $261,334 | 2016-12-09 |
| 7 | 5,000 SHS VERIZON | $255,650 | 2016-12-09 |
| 8 | 500 SHS GS | $113,315 | 2016-12-02 |
| 10 | 106 SHS L-3 COMMUNICATIONS | $15,763 | 2016-10-27 |
| 11 | 500 SHS VORNADO | $52,375 | 2016-07-26 |
| 12 | 7,574 SHS WHITEWAVE | $359,235 | 2016-07-07 |
| 13 | 355 SHS MICROSOFT | $19,543 | 2016-01-06 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FGHP CAPITAL LP | FMV | $53,355 | $53,355 |
| FIXED INCOME SECURITIES | FMV | $1,221,934 | $1,221,934 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $97 | BOYBookValueAmt |
| EOY Book Value | $1,359 | EOYBookValueAmt |
| EOYFMV | $1,359 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVSTMTS/BK TO TX DIFF | Desc |
| Amt | $331 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FGHP CAPITAL LMTD PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $9,088 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $188 | $0 | $0 |
| MISC EXPENSE | $3,890 | $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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