HERA FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HERA FOUNDATION INC (EIN 13-3583082)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-15
- IRS object ID
- 201220769349100402
- Schema version
- 2011v1.2
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T10:13:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111986323 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CITY PLACE II 185 ASYLUM STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133583082 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERA FOUNDATION CO CAROLYN RUNOWICZ MD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERA | NameControl |
| Phone | 3056729190 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5043 FISHER ISLAND DRIVE | AddressLine1 |
| City | FISHER ISLAND | City |
| State | FL | State |
| ZIP Code | 33109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN RUNOWICZ MD | Name |
| Title | PRESIDENT | Title |
| Phone | 3056729190 | Phone |
| Date Signed | 2012-03-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS FARRINGTON | Name |
| PTIN | P00370668 | PTIN |
| Phone | 8605498500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1753695 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 81113 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 81113 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 181113 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81113 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7617 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7617 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 400 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10517 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9017 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85517 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9017 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 76500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 95596 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 72096 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 62733 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 57898 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 57898 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1587 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1587 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2799 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1644320 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1756260 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1692998 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 11509 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 1720149 | TotalAssetsBOY |
| Total Assets EOY | 1815745 | TotalAssetsEOY |
| Total Assets EOYFMV | 1753695 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1720149 | RetainedEarningsBOY |
| Retained Earnings EOY | 1815745 | RetainedEarningsEOY |
| Total Net Assets BOY | 1720149 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1815745 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1720149 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1815745 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1720149 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 95596 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1815745 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1815745 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 75026 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1690127 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044391 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 184457 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1511343 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.122048 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 194193 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1896266 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102408 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 190455 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2155410 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088361 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 187898 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2022536 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.092902 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.450110 | TotalDistributionRatio |
| Average Distribution Ratio | 0.090022 | AverageDistributionRatio |
| Net Noncharitable Assets | 1719847 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 154824 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 721 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 155545 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 76500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1442 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1442 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1442 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6080 | TotalCreditsAndPayments |
| Overpayment | 4638 | Overpayment |
| Amount Credited To Next Year | 4638 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CAROLYN RUNOWICZ MD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3056729190 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5043 FISHER ISLAND DRIVE | AddressLine1 |
| City | FISHER ISLAND | City |
| State | FL | State |
| ZIP Code | 33109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ARTHUR GOLDBERG | ||||||||
| 25 TIDEWAY | KINGS POINT | NY | 11024 | DIRECTOR | 0.20 | 0 | 0 | 0 |
| SAM DILWORTH | ||||||||
| 11950 NORTH BAYSHORE DRIVE | NORTH MIAMI | FL | 33181 | 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 | 0.30 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2687 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 79917 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1663434 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1746038 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1746038 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26191 | CashDeemedCharitable |
| Net Noncharitable Assets | 1719847 | NetNoncharitableAssets |
| Minimum Investment Return | 85992 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 85992 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1442 | TaxBasedOnInvestmentIncome |
| Total Tax | 1442 | TotalTax |
| Distributable Amount Before Adj | 84550 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 84550 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 84550 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 76500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 76500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 76500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 84550 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 73835 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 76500 | QualifyingDistributions |
| Applied To Year1 | 73835 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2665 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 81885 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| FIU FOUNDATION | |||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | CHARITABLE | $72,500 |
| HEARING THE OVARIAN CANCER WHISPER | |||||
| 1016 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $81,113 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $81,113 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81113 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PAT CAIRO FAMILY FOUNDATION INC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PARKWOLD DRIVE WEST | AddressLine1 |
| City | N VALLEY STREAM | City |
| State | NY | State |
| ZIP Code | 11580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARCUM LLP | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION IS ELECTING TO FIRST USE THE QUALIFYING DISTRIBUTIONS FOR 2011 TO REDUCE THE UNDISTRIBUTED INCOME FOR YEARS PRIOR TO 2010 TO ZERO. | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (16 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMER INTL GROUP NTS | 105359 | 96384 |
| HCP INC CALL | 111663 | 111162 |
| GENWORTH FINANCIAL INC | 103780 | 91775 |
| ARCELORMITTAL SA NTS | 109498 | 98756 |
| ALCOA INC | 111740 | 110389 |
| HUMANA INC | 110852 | 111812 |
| PETROBRAS INTL FIN B/E | 112411 | 107012 |
| GOLDMAN SACHS GROUP INC | 108116 | 98950 |
| HARTFORD FINCL SERVICES | 103941 | 101492 |
| CITIGROUP INC NTS B/E | 109524 | 102827 |
| TIME WARNER CABLE INC | 99216 | 102690 |
| INTL PAPER CO B/E | 124519 | 123436 |
| DOW CHEMICAL CO | 118755 | 122974 |
| GRUPO TELEVISA SA DE CV | 114946 | 114315 |
| MORGAN STANLEY STEP UP | 100000 | 89786 |
| XEROX CORP B/E | 111940 | 109238 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COCA COLA CORP. (40 SHARES) | NameOfStock |
| EOY Book Value | 1587 | EOYBookValue |
| EOYFMV | 2799 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RECEIVABLE | Description |
| BOY Book Value | 11509 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE FEE | 150 | 150 | 0 |
| NEW YORK FILING FEE | 250 | 0 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INCOME TAXES | $1,537 | 1537 | 0 |
| ESTIMATED TAX PAYMENTS | $6,080 | 6080 | 0 |
Comments