MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202443209349102834
Schema version: 2023v5.1
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
Accounting Fees Schedule
Expenditure Responsibility Stmt
Investments Corp Stock Schedule
Other Decreases Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T10:40:18-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	757 THIRD AVENUE 3RD FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172013	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	136114269	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MAY ELLEN & GERALD RITTER FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O GORDON HERLANDS & RANDOPLH LLP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MAYE	BusinessNameControlTxt
Phone	2129861200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ATTN ELISABETH MCCARTHY	AddressLine1Txt
City	LEXINGTON AVE TH FLOO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TERRI ROHAN	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	2129861200	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT THOMPSETT	PreparerPersonNm
PTIN	P00741490	PTIN
Phone	2125990100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$7,896,118	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$5,799	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$5,799	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$173,242	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$174,157	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$699,896	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,177,600	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$699,896	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$878,937	TotalRevAndExpnssAmt
Total Net Invst Incm	$879,852	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$192,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$19,200	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$172,800	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$9,223	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$922	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$8,301	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$12,340	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,087	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$11,253	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$79,309	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$79,309	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$17,102	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,102	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$309,974	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$101,620	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$192,354	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$396,980	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$396,980	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$706,954	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$101,620	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$589,334	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$171,983	ExcessRevenueOverExpensesAmt
Net Investment Income	$778,232	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$106,481	CashBOYAmt
Cash EOY	$134,939	CashEOYAmt
Cash EOYFMV	$134,939	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$197,554	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$194,212	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$194,212	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$7,872,421	CorporateStockBOYAmt
Corporate Stock EOY	$7,566,967	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,566,967	CorporateStockEOYFMVAmt
Total Assets BOY	$8,176,456	TotalAssetsBOYAmt
Total Assets EOY	$7,896,118	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,896,118	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	$8,176,456	RetainedEarningBOYAmt
Retained Earning EOY	$7,896,118	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,176,456	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,896,118	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,176,456	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,896,118	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,176,456	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$171,983	ExcessRevenueOverExpensesAmt
Other Increases	$90,000	OtherIncreasesAmt
Subtotal	$8,438,439	SubtotalAmt
Other Decreases	$542,321	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,896,118	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
SHORT-TERM PUBLICLY TRADED SECURITIES	$68,846	$67,327	$1,519	$1,519
LONG-TERM PUBLICLY TRADED SECURITIES	$1,108,697	$410,377	$698,320	$698,320
CAPITAL GAIN DISTRIBUTIONS	$57		$57	$57	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$699,896	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$1,519	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$10,817	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$10,817	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$10,817	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,306	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$17,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$28,306	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$17,489	OverpaymentAmt
Applied To ES Tax	$17,489	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
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	GORDON HERLANDS & RANDOLPH LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2129861200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	355 LEXINGTON AVE 10TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
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 (3 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
TERRI ROHAN
355 LEXINGTON AVE	NEW YORK	NY	10017	PRESIDENT & CEO	35.00	$127,400	$0	$0
ALEXANDER V ROHAN
355 LEXINGTON AVE	NEW YORK	NY	10017	VICE PRESIDENT & ASSISTANT TREASURER	16.00	$64,600	$0	$0
ALFIO MANASSERI
355 LEXINGTON AVE	NEW YORK	NY	10017	SECRETARY	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GABELLI & COMPANY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CORPORATE CENTER	AddressLine1Txt
City	RYE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10580	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MGT.	ServiceTypeTxt
Compensation	$79,309	CompensationAmt

Field	Value	IRS element (for citing)
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	$7,780,796	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$170,460	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,951,256	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,951,256	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$119,269	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,831,987	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$391,599	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$391,599	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10,817	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10,817	TotalTaxAmt
Distributable Before Adj	$380,782	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$380,782	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$380,782	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$589,334	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$589,334	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$380,782	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$607,059	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$630,356	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$225,419	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$68,056	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$273,718	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,804,608	TotalExcessDistributionCyovAmt
Qualifying Distributions	$589,334	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$380,782	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$208,552	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,013,160	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	$607,059	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,406,101	ExcessDistriCyovToNextYrAmt
Excess From Year4	$630,356	ExcessFromYear4Amt
Excess From Year3	$225,419	ExcessFromYear3Amt
Excess From Year2	$68,056	ExcessFromYear2Amt
Excess From Year1	$273,718	ExcessFromYear1Amt
Excess From Current Year	$208,552	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	2A CO GORDON HERLANDS RANDOLP LLP	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	ATTN ELISABETH MCCARTHY	AddressLine1Txt
City	LEXINGTON AVE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2129861200	RecipientPhoneNum
Form And Info And Materials	2B. THE FOUNDATION REQUIRES THAT ANY ORGANIZATION REQUESTING A GRANT MUST PUT A LETTER IN WRITING EXPLAINING HOW THE GRANT MONIES ARE TO BE EXPENDED AND THE CHARITABLE PURPOSES SERVED.	FormAndInfoAndMaterialsTxt
Submission Deadlines	2C. THE FOUNDATION IMPOSES NO SUBMISSION DEADLINES ON GRANTEES.	SubmissionDeadlinesTxt
Restrictions On Awards	2D. THE FOUNDATION IMPOSES NO RESTRICTIONS ON GRANTEES (OTHER THAN THAT THE FUNDS BE SPENT ON A CHARITABLE PURPOSE AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE).	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BEST BUDDIES
114 GREEN MEADOW LANE	MT PLEASANT	PA	15666	NONE	PC	GENERAL	$10,000
BUILD ON INC
PO BOX 16741	STAMFORD	CT	06905	NONE	PC	ANNUAL FUNDRAISER EVENT	$25,000
CATHOLIC CHARITIES OF BROOKLYN AND QUEENS
191 JORALEMON STREET	NEWTOWN	NY	11201	NONE	PC	BISHOPS HUMANITARIAN AWARD FUNDRAISER & CATHOLIC RENEWAL FUNDRAISER	$25,000
FUTURES IN EDUCATION
243 PROSPECT PARK W	BROOKLYN	NY	11215	NONE	PC	ANNUAL SCHORALSHIP FUND	$15,000
GOOD PLUS FOUNDATION
306 WEST 37TH 8TH FLOOR	NEW YORK	NY	10035	NONE	PC	GENERAL	$50,000
LONG RIDGE FIRE COMPANY
366 OLD LONG RIDGE RD	STAMFORD	CT	06903	NONE	PC	FUNDING FOR SUPPLIES	$5,000
LUCKY DOG REFUGE
36 PULASKI STREET	NEW YORK	NY	10018	NONE	POF	RESCUE PROGRAM	$2,000
MUSIC THAT HEALS INC
348 BEACH 146TH ST	NEPONSIT	NY	11694	NONE	PC	TULLY CENTER CONCERT SERIES, QUEENS CENTER FOR PROGRESS, & SCHOOL MUSIC PROGRAM	$72,480
PACE UNIVERSITY
1 PACE PLAZA	NEW YORK	NY	10038	NONE	PC	STUDENT ATHLETICS	$10,000
RED LEASH RESCUE
PO BOX 4064	STAMFORD	CT	06907	NONE	PC	ANIMAL SHELTER	$2,500
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOOR	NEW YORK	NY	10003	NONE	PC	GENERAL	$35,000
SAINT JOSEPH'S UNIVERSITY
5600 CITY AVENUE	MERION STATION	PA	19131	NONE	PC	GENERAL	$10,000
SANDY HOOK PROMISE
PO BOX 3489	STAMFORD	CT	06470	NONE	PC	FUNDING FOR PROGRAMS	$30,000
ST FRANCIS FOOD PANTRIES AND SHELTERS INC
450 FASHION AVE	NEW YORK	NY	10123	NONE	PC	FOOD PANTRIES AND SHELTERS	$15,000
ST THOMAS AQUINAS COLLEGE
125 NY-340	SPARKILL	NY	10976	NONE	PC	EXPERIMENTAL LEARNING OPPORTUNITY FUND GRANT	$15,000
STAMFORD HOSPITAL
1 HOSPITAL PLAZA	STAMFORD	CT	06902	NONE	PC	ANNUAL FUNDRAISER	$25,000
STAMFORD POLICE FUNDATION
805 BEDFORD STREET	STAMFORD	CT	06901	NONE	PC	GENERAL	$15,000
THE NEW YORK FOUNDLING
590 AVENUE OF THE AMERICAS	NEW YORK	NY	10011	NONE	PC	CHILD ABUSE PREVENTION PROGRAM	$25,000
WATER TRUST
80 PROSPECT STREET	BROOKLYN	NY	11209	NONE	PC	ANNUAL FUNDRAISER	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$396,980	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	$5,799	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$173,242	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$699,896	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$878,937	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$878,937	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT THORNTON ADVISORS LLC	$10,865	$1,087	$0	$9,778
CHRISTOPHER R. SMITH & COMPANY	$1,475	$0	$0	$1,475

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUCKY DOG REFUGE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	36 PULASKI STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Grant	2023-04-04	GrantDt
Grant	$2,000	GrantAmt
Purpose Of Grant	TO AID IN THE MEDICAL CARE, FEEDING, BOARDING, AND OTHER NEEDS OF DOGS RESCUED BY LUCKY DOG REFUGE	PurposeOfGrantTxt
Expended By Grantee	$2,000	ExpendedByGranteeAmt
Any Diversion By Grantee	NONE	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	12/31/2023	DatesOfReportsByGranteeTxt
Results Of Verification	THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUESTED OR MADE.	ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	PUBLICLY TRADED SECURITIES	StockNm
EOY Book Value	$7,566,967	EOYBookValueAmt
EOYFMV	$7,566,967	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
CHECKS WRITTEN IN 2022, BUT CASHED IN 2023	$85,000
UNREALIZED LOSS ON INVESTMENTS	$457,321

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHECKS WRITTEN IN 2023, BUT CASHED IN 2024	Desc
Amt	$90,000	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MGMT FEES	CategoryTxt
Amt	$79,309	Amt
Net Investment Income	$79,309	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$16,000	$0	$0	$0
FOREIGN TAXES	$1,102	$1,102	$0	$0