HERA FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HERA FOUNDATION INC (EIN 13-3583082)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-12
- IRS object ID
- 201741029349100404
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-12T08:24:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CITY PLACE II 185 ASYLUM STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 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 MD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3056729190 | PhoneNum |
| Signature | 2017-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS FARRINGTON | PreparerPersonNm |
| PTIN | P00370668 | PTIN |
| Phone | 8607600600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-11 | IPDt |
| IP Tm | 08:49:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E6A05161B3DBCD3102FF183E4ACC211ABE218CFB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A44C317B8BE07EE115C397CFA549221700A1DEB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,265,150 | 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 | $101,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $133,492 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,492 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$94,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,238,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,813 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,240 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,132,678 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,192,366 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,149,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,341,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,307,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,265,150 | 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 | $2,341,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,307,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,341,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,307,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,341,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,307,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,341,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,307,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,307,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AVON PRODUCTS INC NTS | P | 2013-03-13 | 2016-05-16 | $91,095 | $114,202 | -$23,107 | -$23,107 |
| VALE OVERSEAS LTD | P | 2014-07-09 | 2016-05-20 | $44,350 | $52,100 | -$7,750 | -$7,750 |
| KINDER MORGAN INC | P | 2014-07-09 | 2016-07-15 | $104,368 | $105,205 | -$837 | -$837 |
| VALE OVERSEAS LTD | P | 2015-04-08 | 2016-07-15 | $71,076 | $78,149 | -$7,073 | -$7,073 |
| AMER INTL GROUP NTS | P | 2010-10-06 | 2016-10-18 | $100,000 | $105,359 | -$5,359 | -$5,359 |
| INTL PAPER CO B/E | P | 2010-10-05 | 2016-10-20 | $61,399 | $62,259 | -$860 | -$860 |
| HEWLETT-PACKARD CO B/E | P | 2012-03-20 | 2016-10-20 | $107,995 | $103,755 | $4,240 | $4,240 |
| VERIZON COMMUNICATIONS | P | 2013-10-02 | 2016-10-20 | $109,404 | $108,017 | $1,387 | $1,387 |
| MORGAN STANLEY | P | 2014-04-07 | 2016-10-21 | $61,178 | $60,787 | $391 | $391 |
| FIDELITY NATL FINANCIAL | P | 2013-04-24 | 2016-10-21 | $109,133 | $115,618 | -$6,485 | -$6,485 |
| SOUTHERN COPPER CORP B/E | P | 2013-01-02 | 2016-10-21 | $110,619 | $115,419 | -$4,800 | -$4,800 |
| DOW CHEMICAL CO | P | 2010-10-19 | 2016-10-21 | $123,555 | $118,755 | $4,800 | $4,800 |
| ALCOA INC | P | 2010-10-19 | 2016-10-21 | $107,883 | $111,740 | -$3,857 | -$3,857 |
| GOLDMAN SACHS GROUP INC | P | 2013-10-21 | 2016-10-21 | $110,665 | $110,606 | $59 | $59 |
| PETROBRAS INTL FIN B/E | P | 2010-11-12 | 2016-10-21 | $105,364 | $112,412 | -$7,048 | -$7,048 |
| FORD MOTOR CREDIT CO LLC | P | 2015-04-02 | 2016-10-24 | $51,481 | $52,483 | -$1,002 | -$1,002 |
| DOUBLELINE INCOME SOLUTIONS | P | 2013-04-25 | 2016-10-24 | $75,469 | $100,000 | -$24,531 | -$24,531 |
| ASSURED GTY US HLDGS INC | P | 2015-04-27 | 2016-10-24 | $55,751 | $54,440 | $1,311 | $1,311 |
| CITIGROUP INC NTS B/E | P | 2013-03-13 | 2016-10-24 | $116,495 | $115,325 | $1,170 | $1,170 |
| JEFFERIES GRP LLC | P | 2016-05-16 | 2016-10-24 | $99,665 | $100,000 | -$335 | -$335 |
| BANK OF AMER CORP NTS | P | 2013-03-04 | 2016-10-25 | $101,533 | $112,403 | -$10,870 | -$10,870 |
| BARCLAYS BK PLC | P | 2013-04-29 | 2016-10-25 | $108,012 | $107,924 | $88 | $88 |
| XEROX CORP B/E | P | 2011-06-02 | 2016-10-25 | $109,157 | $111,940 | -$2,783 | -$2,783 |
| GENWORTH FINANCIAL INC | P | 2010-09-22 | 2016-10-25 | $102,724 | $103,780 | -$1,056 | -$1,056 |
| LONG TERM CAPITAL GAINS - VANGUARD | P | 2016-12-29 | $77 | $77 | $77 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$94,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,822 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,200,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,667 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,156,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,212 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,053,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040512 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,951,345 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044125 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,719,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044481 | DistributionYr5Rt |
| Total Distribution | 0.227621 | TotalDistributionRt |
| Average Distribution | 0.045524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,219,065 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,428 | 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 | $1,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $94 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $1,052 | TaxDueAmt |
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 | FL | 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 |
| Individual With Books | CAROLYN RUNOWICZ MD | IndividualWithBooksNm |
| 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 | SECRECTARY/TREASURER | 3.00 | $30,000 | $0 | $0 |
| MICHAEL FISCHER | ||||||||
| 3031 CHEN DRIVE | YORK TOWN HEIGHTS | NY | 10598 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| REBECCA GOUREVITCH | ||||||||
| 166 HIGH STREET | HASTINGS ON HUDSON | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,041,672 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,252,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,252,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,219,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,116 | TotalTaxAmt |
| Distributable Before Adj | $109,837 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,837 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,428 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,312 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,778 | 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 | $65,059 | 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF OBSTETRICIANS AND GYNECOLOGISTS FOUNDATION | |||||
| 9 NEWPORT DRIVE SUITE 200 | FOREST HILL | MD | 21050 | EDUCATION AND TRAINING | $500 |
| CONQUER CANCER FOUNDATION | |||||
| 2318 MILL ROAD | ALEXANDRIA | VA | 22314 | CANCER RESEARCH | $1,000 |
| FISHER ISLAND PHILANTHROPIC FUND | |||||
| 3250 SOUTHWEST THIRD AVE | MIAMI | FL | 33129 | EDUCATION | $1,275 |
| FIU FOUNDATION | |||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | MEDICAL STUDENT SCHOLARSHIPS | $67,000 |
| FOUNDATION FOR WOMEN'S CANCER | |||||
| 230 W MONROE SUITE 2528 | CHICAGO | IL | 60606 | CANCER RESEARCH | $500 |
| HEARING THE OVARIAN CANCER WHISPER | |||||
| 1016 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | RESEARCH FOR OVARIAN CANCER | $3,000 |
| MIAMI BEACH ROWING CLUB | |||||
| 6500 INDIAN CREEK DRIVE | MIAMI BEACH | FL | 33141 | CHARITABLE | $1,000 |
| MIAMI MUSIC PROJECT | |||||
| 2125 BISCAYNE BLVD | MIAMI | FL | 33137 | MUSIC EDUCATION | $1,000 |
| POLY PREP COUNTRY DAY SCHOOL | |||||
| 9216 7TH AVE | BROOKLYN | NY | 11228 | EDUCATION | $250 |
| BAY STREET THEATER | |||||
| 1 BAY STREET | SAG HARBOR | NY | 11963 | IN SUPPORT OF THE ARTS AND EDUCATION | $2,140 |
| COLUMBIA UNIVERSITY | |||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | IN SUPPORT OF MEDICAL EDUCATION, SCHOLARSHIPS, AND RESEARCH | $1,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | SUPPORT HEALTH CARE OF THE ELDERLY & DISABLED THROUGH MIAMI JEWISH HEALTH SYSTEM FOUNDATION | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | IN SUPPORT OF EDUCATION AND SUPPORT | $500 |
| PRESENT-LEVISON FELLOWSHIP | |||||
| ONE GUSTAVE LEVY PLACE PO BOX 1049 | NEW YORK | NY | 100296574 | IN SUPPORT OF EDUCATION AND TRAINING | $500 |
| SIDNEY KIMMEL MEDICAL COLLEGE | |||||
| 1025 WALNUT ST 100 | PHILADELPHIA | PA | 19107 | IN SUPPORT OF MEDICAL EDUCATION, SCHOLARSHIPS, AND RESEARCH | $500 |
| SOCIETY FOR PERSONALIZED NANOMEDICINE | |||||
| 11200 SW 8TH STREET | MIAMI | FL | 33143 | RESEARCH & EDUCATION | $15,000 |
| UNIVERSITY OF MIAMI | |||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | IN SUPPORT OF THE HEARING AND COMMUNICATIONS DISORDERS RESEARCH FUND | $25,000 |
| FIU HERBERT WERTHHEIM COLLEGE OF MEDICINE | |||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | EDUCATION | $1,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,040 | 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 | $133,492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$94,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,262 | 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 | MARCUM LLP | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $2,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION IS ELECTING TO FIRST USE THE QUALIFYING DISTRIBUTIONS FOR 2016 TO REDUCE THE UNDISTRIBUTED INCOME FOR YEARS PRIOR TO 2015 TO ZERO. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER INTL GROUP NTS | $0 | $0 |
| GENWORTH FINANCIAL INC | $0 | $0 |
| ALCOA INC | $0 | $0 |
| PETROBRAS INTL FIN B/E | $0 | $0 |
| GOLDMAN SACHS GROUP INC | $0 | $0 |
| CITIGROUP INC NTS B/E | $0 | $0 |
| INTL PAPER CO B/E | $0 | $0 |
| DOW CHEMICAL CO | $0 | $0 |
| XEROX CORP B/E | $0 | $0 |
| HEWLETT-PACKARD CO B/E | $0 | $0 |
| BANK OF AMERICA NTS | $0 | $0 |
| AVON PRODUCTS INC NTS | $0 | $0 |
| SOUTHERN COPPER CORP B/E | $0 | $0 |
| VERIZON COMMUNICATIONS | $0 | $0 |
| BARCLAYS BK PLC | $0 | $0 |
| FIDELITY NATIONAL FINANCIAL | $0 | $0 |
| VALE OVERSEAS LTD | $0 | $0 |
| MORGAN STANLEY | $0 | $0 |
| ASSURED GTY US HLDGS INC | $0 | $0 |
| FORD MOTOR CREDIT CO LLC | $0 | $0 |
| KINDER MORGAN INC | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE INCOME SOLUTIONS | AT COST | $0 | $0 |
| ALERIAN MLP ETF | AT COST | $89,670 | $90,796 |
| ISHARES RUDDELL 1000 VALUE ETF | AT COST | $66,482 | $71,699 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $66,185 | $67,660 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | AT COST | $77,959 | $72,887 |
| VANGUARD SMALL-CAP ETF | AT COST | $55,255 | $60,224 |
| VANGUARD MID-CAP GROWTH ETF | AT COST | $33,026 | $34,026 |
| VANGUARD MID-CAP VALUE ETF | AT COST | $33,173 | $35,280 |
| VANGUARD FTSE DEVELOPED MKT ETF | AT COST | $121,977 | $121,824 |
| ISHARES IBOXX INVT GRADE CORPORATE BOND ETF | AT COST | $276,910 | $266,584 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AT COST | $564,031 | $546,567 |
| ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF | AT COST | $133,401 | $132,595 |
| ISHARES JP MORGAN USD EMERGINE MARKETS BOND ETF | AT COST | $21,933 | $20,832 |
| SPDR BLOOMBERG BARCLAYS INTL TREAS BOND ETF | AT COST | $87,956 | $82,149 |
| VANGUARD TOTAL BOND MKT ETF | AT COST | $564,408 | $546,787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $2,768 | $2,768 | $0 |
| NEW YORK FILING FEE | $250 | $0 | $250 |
| PAYROLL TAXES & FEES | $3,125 | $1,562 | $1,563 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED PAYMENT | $94 | $0 | $0 |
| OTHER TAX PAYMENTS | $420 | $0 | $0 |
Comments