HERMIONE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HERMIONE FOUNDATION (EIN 13-3673826)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349100604
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T08:22:35-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113080565 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWARTZ & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 SUNRISE HIGHWAY | AddressLine1 |
| City | BELLMORE | City |
| State | NY | State |
| ZIP Code | 11710 | 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 | 133673826 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMIONE FOUNDATION CO LAURA SLOATE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERM | NameControl |
| Phone | 2124769175 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA SLOATE | Name |
| Title | PRESIDENT | Title |
| Phone | 2124769175 | Phone |
| Date Signed | 2012-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J SCHWARTZ CPA | Name |
| PTIN | P00115049 | PTIN |
| Phone | 5164095000 | Phone |
| Date Prepared | 2012-10-31 | DatePrepared |
| 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 | 332480 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 521051 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 619 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 619 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 476036 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1005463 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 476036 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 997706 | TotalRevenueAndExpenses |
| Total Net Investment Income | 476655 | 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 |
| Other Prof Fees Rev And Expnss | 343 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 443 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1029219 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1029219 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1029662 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1029219 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -31956 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 476655 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 353934 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 332480 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 332480 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 10949 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 54 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1071 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 366008 | TotalAssetsBOY |
| Total Assets EOY | 332480 | TotalAssetsEOY |
| Total Assets EOYFMV | 332480 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 366008 | UnrestrictedBOY |
| Unrestricted EOY | 332480 | UnrestrictedEOY |
| Total Net Assets BOY | 366008 | TotalNetAssetsBOY |
| Total Net Assets EOY | 332480 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 366008 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 332480 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 366008 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -31956 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 334052 | Subtotal |
| Other Decreases | 1572 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 332480 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5,000 SHS ONEOK PARTNERS LP | D | 2007-05-24 | 2011-01-04 | 395248 | 347974 | 47274 | 47274 |
| 300 SHS TC PIPELINES LP | D | 2001-04-20 | 2011-01-04 | 15546 | 6576 | 8970 | 8970 |
| 1,700 SHS TC PIPELINES LP | D | 2009-11-16 | 2011-01-04 | 88093 | 64439 | 23654 | 23654 |
| 306 SHS VERIZON | D | 1997-05-21 | 2011-01-05 | 11371 | 9375 | 1996 | 1996 |
| 500 SHS LONGTOP FINANCIAL TECH | D | 2007-10-24 | 2011-02-01 | 18159 | 637 | 17522 | 17522 |
| 5,749 SHS KINDER MORGAN MGMT LLC | D | 2002-12-18 | 2011-02-16 | 373520 | 94692 | 278828 | 278828 |
| 2,899 SHS LONGTOP FINANCIAL TECH | D | 2007-10-24 | 2011-04-26 | 66694 | 3694 | 63000 | 63000 |
| 1,601 SHS LONGTOP FINANCIAL TECH | D | 2007-10-24 | 2011-04-26 | 36832 | 2040 | 34792 | 34792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 476036 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1165214 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 304217 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.830207 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1155651 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 431291 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.679516 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1108774 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 633041 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.751504 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1050817 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1038277 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.012078 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1014616 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 727905 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.393885 | DistributionRatioYear5 |
| Total Distribution Ratio | 10.667190 | TotalDistributionRatio |
| Average Distribution Ratio | 2.133438 | AverageDistributionRatio |
| Net Noncharitable Assets | 583018 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1243833 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4767 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1248600 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1029219 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 9533 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 9533 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 9533 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10365 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10365 | TotalCreditsAndPayments |
| Overpayment | 832 | Overpayment |
| Amount Credited To Next Year | 832 | 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 | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 | LAURA SLOATE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2124769175 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - CONTRIBUTIONS WERE MADE TO OTHER CHARITABLE ORGANIZATIONS | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 591896 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 591896 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 591896 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8878 | CashDeemedCharitable |
| Net Noncharitable Assets | 583018 | NetNoncharitableAssets |
| Minimum Investment Return | 29151 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29151 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9533 | TaxBasedOnInvestmentIncome |
| Total Tax | 9533 | TotalTax |
| Distributable Amount Before Adj | 19618 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19618 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19618 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1029219 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1029219 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1029219 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19618 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 990809 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1010785 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1083806 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1134808 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1156581 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5376789 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1029219 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19618 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1009601 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6386390 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 990809 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5395581 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1010785 | ExcessFromYear4 |
| Excess From Year3 | 1083806 | ExcessFromYear3 |
| Excess From Year2 | 1134808 | ExcessFromYear2 |
| Excess From Year1 | 1156581 | ExcessFromYear1 |
| Excess From Current Year | 1009601 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1992-10-27 | DateOfRuling |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURA J SLOATE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DONNA LEONE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 3RD AVE 39 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2124769175 | RecipientPhoneNumber |
| Form And Info And Materials | CALL FOR INFORMATION QUESTIONNAIRE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | ||||||||||
| 527 WEST 22ND STREET STE 1102 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 | |||
| CARNEGIE HALL | ||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $12,867 | |||
| CARNEIE HALL SOCIETY | ||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $18,000 | |||
| CENTRAL SYNAGOGUE | ||||||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $17,850 | |||
| COMPASSION LIBWM | ||||||||||
| 31 TALL PINES DRIVE | NEW YORK | NY | 06883 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| GURWIN JEWISH GERIATRIC FDTN | ||||||||||
| 68 HAUPPAUGE ROAD | COMMACK | NY | 11725 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| JACK MARTIN FUND | ||||||||||
| 1601 LAKEVIEW DRIVE | HEWLETT | NY | 11557 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,500 | |||
| JAZZ LINCOLN CENTER | ||||||||||
| 10 COLUMBUS CIRCLE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $6,141 | |||
| LUPUS INTERNATIONAL | ||||||||||
| 17985 SKY PARK CIRCLE J | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $750 | |||
| MARTINA ARROYO FOUNDATION | ||||||||||
| PO BOX 2015 RADIO CITY STATION | NEW YORK | NY | 101012015 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,000 | |||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $75,000 | |||
| MAVERICK CONCERTS | ||||||||||
| 120 COUNTY ROAD 43 | WOODSTOCK | NY | 12498 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| MET TO WE | ||||||||||
| NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 | 223 CARLTON STREET | CA | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,200 | |||
| METROPOLITAN OPERA | ||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $400,675 | |||
| METROPOLITAN OPERA GUILD | ||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $2,000 | |||
| MGH FUND | ||||||||||
| 55 FRUIT STREET | NEW YORK | NY | 02114 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| MOSTLY MOZART | ||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $3,214 | |||
| NEW YORK PHILHARMONIC | ||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $37,272 | |||
| NEW YORK PUBLIC LIBRARY | ||||||||||
| FIFTH AVENUE 42ND STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $350,000 | |||
| PERLMAN MUSIC PROGRAM | ||||||||||
| 19 WEST 69TH STREET SUITE 304 | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $68,900 | |||
| PROJECT EZRA | ||||||||||
| 465 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $3,000 | |||
| RABBI'S DISCRETIONARY FUND | ||||||||||
| 123 EAST 55TH STREET CENTRAL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $4,300 | SYNAGOGUE | ||
| REGINALD F LEWIS FOUNDATION | ||||||||||
| 123 EAST 55TH STREET CENTRAL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $100 | SYNAGOGUE | ||
| SEEING EYE | ||||||||||
| PO BOX 375 DEVELOPMENT OFFICE | MORRISTOWN | NJ | 079630375 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 | |||
| SHARE OUR STRENGTH | ||||||||||
| 1730 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $7,250 | |||
| SUMMER SEARCH | ||||||||||
| 500 SANSOME STREET SUITE 350 | SANFRANCISCO | CA | 941113215 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| THE MICHAEL WOLK HEART FOUNDAT | ||||||||||
| 876 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $5,000 | |||
| TURKISH PHILANTHROPIC FUND | ||||||||||
| 216 EAST 45TH STREET 7TH FL/AIF | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| YOUNG SURVIVAL COALITION | ||||||||||
| 61 BROADWAY SUITE 2235 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | TO FURTHER RECIPIENTS' PUBLICLY STATED OBJECTIVES | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1029219 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $619 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $476,036 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $476,655 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 476655 | 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 (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | LAURA J SLOATE | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | 18160 | X | X |
| 2 | LAURA J SLOATE | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | 395248 | X | X |
| 3 | LAURA J SLOATE | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | 373520 | X | X |
| 4 | LAURA J SLOATE | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | 103639 | X | X |
| 5 | LAURA J SLOATE | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | 11371 | X | X |
| 6 | LAURA J SLOATE | 35 EAST 75TH STREET | NEW YORK | NY | 10021 | 103526 | X | X |
Noncash Property NoncashProperty (6 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 500 SHS LONGTOP FINANCIAL TECH LIMITED | 18160 | 2011-02-01 |
| 2 | 5,000 SHS ONEOK PARTNERS LP | 395248 | 2011-04-04 |
| 3 | 5,749 SHS KINDER MORGAN MGMT LLC | 373520 | 2011-02-16 |
| 4 | 2,000 SHS TC PIPELINES | 103639 | 2011-01-04 |
| 5 | 306 SHS VERIZON | 11371 | 2011-01-05 |
| 6 | 4,500 SHS LONGTOP FINANCIAL TECH LIMITED | 103526 | 2011-04-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VERIZON | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED DIVIDENDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 0 | BookValue |
| EOYFMV | 0 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AMADEUS CAPITAL CORP. | Description |
| BOY Book Value | 1071 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $1,572 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSING | Category |
| Amount | $343 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LAURA SLOATE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 75TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS | Category |
| Amount | $100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments