MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202313199349104716
Schema version: 2022v5.0
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T12:44:34-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	366055558	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	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	2022-01-01	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	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TERRI	PersonFirstNm
Person Last	ROHAN	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	SCOTT THOMPSETT	PreparerPersonNm
PTIN	P00741490	PTIN
Phone	2125990100	PhoneNum

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	2022	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	$8,176,456	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	$1,869	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,869	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$177,366	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$177,366	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$506,524	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,019,478	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$506,524	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$953	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$838	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$686,712	TotalRevAndExpnssAmt
Total Net Invst Incm	$686,597	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	$18,629	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,863	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$16,766	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$771	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$771	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,845	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$9,845	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$84,616	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$84,616	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,087	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,087	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$968	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$45	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$923	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$308,916	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$107,811	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$201,105	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$495,480	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$495,480	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$804,396	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$107,811	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$696,585	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$117,684	ExcessRevenueOverExpensesAmt
Net Investment Income	$578,786	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$106,315	CashBOYAmt
Cash EOY	$106,481	CashEOYAmt
Cash EOYFMV	$106,481	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$18,814	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$197,554	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$197,554	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$9,232,873	CorporateStockBOYAmt
Corporate Stock EOY	$7,872,421	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,872,421	CorporateStockEOYFMVAmt
Total Assets BOY	$9,358,002	TotalAssetsBOYAmt
Total Assets EOY	$8,176,456	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,176,456	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	$9,358,002	RetainedEarningBOYAmt
Retained Earning EOY	$8,176,456	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,358,002	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,176,456	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,358,002	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,176,456	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,358,002	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$117,684	ExcessRevenueOverExpensesAmt
Other Increases	$85,000	OtherIncreasesAmt
Subtotal	$9,325,318	SubtotalAmt
Other Decreases	$1,148,862	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,176,456	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	AcquiredAcquiredDt	SoldSoldDt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$958,703	$429,180	$529,523	$529,523
LONG-TERM CAPITAL GAIN DISTRIBUTION	$40		$40	$40	2003-01-27	2022-12-31
SHORT-TERM CAPITAL GAIN DISTRIBUTION	$60,735	$83,774	-$23,039	-$23,039	2022-01-01	2022-12-31	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$506,524	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$23,039	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,045	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$8,045	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$8,045	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,351	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$11,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$14,351	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$6,306	OverpaymentAmt
Applied To ES Tax	$6,306	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	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 (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	$84,616	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	$8,551,636	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$197,848	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,749,484	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,749,484	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$131,242	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,618,242	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$430,912	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$430,912	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,045	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,045	TotalTaxAmt
Distributable Before Adj	$422,867	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$422,867	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$422,867	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$696,585	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$696,585	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$422,867	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2020	PriorYear1Yr
Prior Year2	2019	PriorYear2Yr
Prior Year3	2018	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$288,066	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$607,059	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$630,356	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$225,419	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$68,056	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,818,956	TotalExcessDistributionCyovAmt
Qualifying Distributions	$696,585	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$422,867	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$273,718	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,092,674	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	$288,066	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,804,608	ExcessDistriCyovToNextYrAmt
Excess From Year4	$607,059	ExcessFromYear4Amt
Excess From Year3	$630,356	ExcessFromYear3Amt
Excess From Year2	$225,419	ExcessFromYear2Amt
Excess From Year1	$68,056	ExcessFromYear1Amt
Excess From Current Year	$273,718	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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BIRCH FAMILY SERVICES INC
104 WEST 29TH STREET 3RD FLR	NEW YORK	NY	10001	NONE	PC	GENERAL	$15,000
BUILD ON INC
PO BOX 16741	STAMFORD	CT	06905	NONE	PC	GENERAL	$60,000
CATHOLIC CHARITIES OF BROOKLYN AND QUEENS
PO BOX 25371	BROOKLYN	NY	11202	NONE	PC	GENERAL	$15,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK
1011 FIRST AVE	NEW YORK	NY	10022	NONE	PC	GENERAL	$25,000
CITIZEN COMMITTEE FOR NYC
30 EAST 125TH STREET 189	NEW YORK	NY	10035	NONE	PC	GENERAL	$5,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUE	NEW YORK	NY	10065	NONE	PC	GENERAL	$5,000
MUSIC THAT HEALS INC
348 BEACH 146TH ST	NEPONSIT	NY	11694	NONE	PC	BRONX CALVARY HOSPITAL ADAPT SCHOOL	$70,480
NORWICH UNIVERSITY
158 HARMON DRIVE	NORTHFIELD	VT	05663	NONE	PC	BRIAN BILL MEMORIAL SCHOLARSHIP FUND	$5,000
NYC BOARD OF EDUCATION
65 COURT STREET	BROOKLYN	NY	11201	NONE	PC	GENERAL	$5,000
NYU LANGONE
550 1ST AVE	NEW YORK	NY	100166402	NONE	PC	GENERAL	$50,000
PACE UNIVERSITY
1 PACE PLAZA	NEW YORK	NY	10038	NONE	PC	DAN MULHOLLAND ENDOWMENT FUND	$30,000
RISE AT WARREN
16 MOUNT BETHEL ROAD SUITE 342	WARREN	NJ	07059	NONE	PC	GENERAL	$20,000
SAINT JOSEPH'S UNIVERSITY
5600 CITY AVENUE	MERION STATION	PA	19131	NONE	PC	GENERAL	$20,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489	NEWTOWN	CT	06470	NONE	PC	GENERAL	$20,000
ST FRANCIS FOOD PANTRIES AND SHELTERS INC
450 FASHION AVE	NEW YORK	NY	10123	NONE	PC	GENERAL	$15,000
ST THOMAS AQUINAS COLLEGE
125 NY-340	SPARKILL	NY	10976	NONE	PC	EXPERIENTIAL LEARNING PROGRAM	$20,000
STAMFORD HOSPITAL
1 HOSPITAL PLAZA	STAMFORD	CT	06902	NONE	PC	WOMEN AND BABIES CAMPAIGN	$50,000
STAMFORD PEACE YOUTH FOUNDATION INC
925 LONG RIDGE RD	STAMFORD	CT	06902	NONE	PC	GENERAL	$25,000
THE HONORABLE TINA BROZMAN FDTN INC
150 FEDERAL ST	BOSTON	MA	021101713	NONE	PC	TINA'S WISH	$5,000
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	GENERAL	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$495,480	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	$1,869	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$177,366	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$506,524	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
MISCELLANEOUS INCOME	01	$838
IRS REFUND CHECK	01	$115

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$686,712	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$686,712	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 LLP	$10,070	$1,000	$0	$9,070
CHRISTOPHER R. SMITH & COMPANY	$775	$0	$0	$775

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	PUBLICLY TRADED SECURITIES	StockNm
EOY Book Value	$7,872,421	EOYBookValueAmt
EOYFMV	$7,872,421	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	GORDON,HERLANDS,RANDOLPH & COX	CategoryTxt
Legal Fees	$771	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$771	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
CHECKS WRITTEN IN 2021, BUT CASHED IN 2022	$68,000
UNREALIZED LOSS ON INVESTMENTS	$1,080,862

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE	$500	$0	$0	$500
OFFICE EXPENSES	$423	$0	$0	$423
BANK WIRE FEES	$45	$45	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS INCOME	$838	$838	$0
IRS REFUND CHECK	$115	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	GRANTS PAID IN 2022, BUT NOT CLEARED UNTIL 2023	Desc
Amt	$85,000	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MGMT FEES	CategoryTxt
Amt	$84,616	Amt
Net Investment Income	$84,616	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,087	Amt
Net Investment Income	$1,087	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt