GEISSER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEISSER FAMILY FOUNDATION (EIN 06-1507919)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202411319349100531
- Schema version
- 2023v5.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T08:48:06-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADHOLLOW ROAD SUITE 401 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061507919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEISSER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O A GEISSER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEIS | BusinessNameControlTxt |
| Phone | 2127570606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA GEISSER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127570606 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | GEISSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FELLER | PreparerPersonNm |
| PTIN | P00536207 | PTIN |
| Phone | 6319305000 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,558,301 | 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 | $202,316 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $400,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,954 | 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 | $15,583 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,583 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,892 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,854,794 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,143,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,143,124 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $218,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $248,285 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $248,285 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,180,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,558,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,558,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,180,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,558,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,180,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,558,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,180,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,558,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,180,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $164,834 | OtherIncreasesAmt |
| Subtotal | $2,558,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,558,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $221,021 | $68,195 | $152,826 | $152,826 |
| CAPITAL GAINS DIVIDENDS | P | $8,815 | $8,815 | $8,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,641 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,608 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,608 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,073 | OverpaymentAmt |
| Applied To ES Tax | $7,073 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA GEISSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125089450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE APT 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA GEISSER | ||||||||
| 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY ELLEN GEISSER | ||||||||
| 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,216,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,336,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,336,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,301,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,535 | TotalTaxAmt |
| Distributable Before Adj | $112,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,320 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,670 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,965 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,386 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $169,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,783 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $228,101 | 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 | $12,767 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,334 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,670 | ExcessFromYear4Amt |
| Excess From Year3 | $26,530 | ExcessFromYear3Amt |
| Excess From Year2 | $44,965 | ExcessFromYear2Amt |
| Excess From Year1 | $58,386 | ExcessFromYear1Amt |
| Excess From Current Year | $58,783 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA GEISSER | ContributingManagerNm |
| Contributing Manager | MARY ELLEN GEISSER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 122 EAST 66 STREET FOUNDATION | ||||||
| 122 E 66TH STREET | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN RIVERS | ||||||
| PO BOX 96158 | WASHINGTON | DC | 20077 | PC | GENERAL SUPPORT | $2,000 |
| CHORE SERVICES | ||||||
| PO BOX 522 | LAKEVILLE | CT | 06068 | PC | GENERAL SUPPORT | $3,000 |
| CONNECTICUT FOREST AND PARK ASSOCIATION | ||||||
| 16 MERIDEN RD | ROCKFALL | CT | 06481 | PC | GENERAL SUPPORT | $3,000 |
| CORNWALL CONSERVATION TRUST | ||||||
| PO BOX 74 | WEST CORNWALL | CT | 06796 | PC | GENERAL SUPPORT | $5,000 |
| CORNWALL FOOD AND FUEL FUND | ||||||
| PO BOX 97 | CORNWALL | CT | 06753 | PC | GENERAL SUPPORT | $5,000 |
| CORNWALL FOUNDATION | ||||||
| PO BOX 116 | WEST CORNWALL | CT | 06796 | PC | GENERAL SUPPORT | $10,000 |
| CORNWALL LIBRARY | ||||||
| 30 PINE STREET | CORNWALL | CT | 06753 | PC | GENERAL SUPPORT | $15,000 |
| CORNWALL VOLUNTEER FIRE DEPARTMENT | ||||||
| 289 SHARON GOSHEN TPKE | WEST CORNWALL | CT | 06796 | PC | GENERAL SUPPORT | $2,000 |
| ENVISION FREEDOM FUND | ||||||
| 195 MONTAGUE STREET FLOOR 14 | NEW YORK | NY | 11201 | PC | GENERAL SUPPORT | $2,000 |
| GO2 FOUNDATION FOR LUNG CANCER | ||||||
| 2033 K STREET NW SUITE 500 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $12,000 |
| KUCETEKELA FOUNDATION | ||||||
| 1185 PARK AVENUE APT 2E | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $3,000 |
| MEDECINS SANS FRONTIERES | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $20,000 |
| NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $2,000 |
| NEW YORK WOMEN FOUNDATION | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $10,000 |
| NY COMMON PANTRY | ||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | PC | GENERAL SUPPORT | $6,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | GENERAL SUPPORT | $10,000 |
| RIVER NETWORK | ||||||
| PO BOX 21387 | BOULDER | CO | 80308 | PC | GENERAL SUPPORT | $2,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $15,000 |
| SPENCE CHAPIN | ||||||
| 410 E 92 STREET | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $5,000 |
| SPENCE SCHOOL | ||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $3,000 |
| SPREAD THE VOTE | ||||||
| 8601 LINCOLN BLVD STE 180/569 | LOS ANGELES | CA | 90045 | PC | GENERAL SUPPORT | $6,000 |
| ST MARK ROMAN CATHOLIC ACADEMY | ||||||
| PO BOX 310 | KENSINGTON | CT | 06037 | PC | GENERAL SUPPORT | $2,000 |
| STREET SQUASH | ||||||
| 41W 115TH STREET | NEW YORK | NY | 10026 | PC | GENERAL SUPPORT | $2,000 |
| THE LITTLE GUILD | ||||||
| 285 SHARON GOSHEN TPKE | WEST CORNWALL | CT | 06796 | PC | GENERAL SUPPORT | $2,000 |
| TRANSPORTATION ALTERNATIVES | ||||||
| 111 JOHN STREET SUITE 260 | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $6,000 |
| VALLEY HOUSING FUND | ||||||
| PO BOX 1742 | GUNNISON | CO | 81230 | PC | GENERAL SUPPORT | $3,000 |
| WINSTON PREP SCHOOL | ||||||
| 126 W 17 STREET | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $10,000 |
| WMNR FINE ARTS RADIO | ||||||
| PO BOX 920 | MONROE | CT | 06468 | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $161,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,954 | 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 Person | ANDREA AND MARYELLEN GEISSER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE APT 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $202,316 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $202,316 | FairMarketValueAmt |
| Received | 2023-11-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $2,119,930 | $2,119,930 |
| REAL ESTATE INVESTMENT TRUSTS | $23,194 | $23,194 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $248,285 | BookValueAmt |
| EOYFMV | $248,285 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $164,834 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,583 | Amt |
| Net Investment Income | $15,583 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $28 | Amt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |