MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202133189349100133
- Schema version
- 2020v4.1
- 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
- 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 | 2021-11-14T19:51:33-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-14 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,089,557 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,427,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,511 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $413,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $412,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $186,445 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,644 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,801 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,942 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $494 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,448 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,983 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,983 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $504 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,257 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,914 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,914 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,937 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,116 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $680,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199,760 | CashBOYAmt |
| Cash EOY | $13,978 | CashEOYAmt |
| Cash EOYFMV | $13,978 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $81,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $530,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $530,015 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,487,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,545,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,545,564 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,768,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,089,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,089,557 | 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 | $8,768,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,089,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,768,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,089,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,768,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,089,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,768,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,594 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $8,505,456 | SubtotalAmt |
| Other Decreases | $415,899 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,089,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,427,221 | $1,200,813 | $226,408 | $226,408 | |||
| LONG-TERM CAPITAL GAIN DISTRIBUTION | $103 | $103 | $103 | P | 2011-12-05 | 2020-05-04 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,841 | 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 | $12,841 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,466 | OverpaymentAmt |
| Applied To ES Tax | $8,466 | 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 |
| Individual With Books | GORDON HERLANDS RANDOLPH LLP | IndividualWithBooksNm |
| Phone | 2129861200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 LEXINGTON AVE 10TH FLOOR | AddressLine1Txt |
| City | NY | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| VINCENT ROHAN THRU 32020 | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PRESIDENT/TREASURER | 40.00 | $26,542 | $0 | $0 |
| TERRI ROHAN | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PRESIDENT & CEO | 35.00 | $113,833 | $0 | $0 |
| ALEXANDER V ROHAN | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | VICE PRESIDENT & ASSISTANT TREASURER | 15.00 | $46,070 | $0 | $0 |
| ALFIO MANASSERI AS OF 52020 | ||||||||
| 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 | $71,035 | 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 | $6,900,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,345,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,345,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,235,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,375 | TotalTaxAmt |
| Distributable Before Adj | $357,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,397 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $582,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $582,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $762,948 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $515,286 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $288,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $607,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $630,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,803,715 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,419 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,029,134 | 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 | $762,948 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,266,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $515,286 | ExcessFromYear4Amt |
| Excess From Year3 | $288,066 | ExcessFromYear3Amt |
| Excess From Year2 | $607,059 | ExcessFromYear2Amt |
| Excess From Year1 | $630,356 | ExcessFromYear1Amt |
| Excess From Current Year | $225,419 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY RIDGE CENTER INC MEALS PROGRAM | |||||||
| 411 OVINGTON AVE | BROOKLYN | NY | 11209 | NONE | PC | GENERAL | $2,500 |
| BIRCH FAMILY SERVICES INC | |||||||
| 104 WEST 29TH STREET 3RD FLR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $15,000 |
| BOWERY MISSION CHRISTIAN HERALD ASSOCIATION | |||||||
| 132 MADISON AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $20,000 |
| BUILD ON INC | |||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | NONE | PC | GENERAL | $68,000 |
| CATHOLIC CHARITIES BROOKLYN | |||||||
| 191 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $10,000 |
| DERMATOLOGY FOUNDATION | |||||||
| 1560 SHERMAN AVENUE NO 500 | EVANSTON | IL | 60201 | NONE | PC | GENERAL | $25,000 |
| GRACIE MANSION CONSERVANCY | |||||||
| 88TH STREET AT EAST END AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $10,000 |
| HOME FOR THE AGED OF LITTLE SISTERS OF THE POOR | |||||||
| 2999 SCHURZ AVE | BRONX | NY | 10465 | NONE | PC | GENERAL | $37,500 |
| MEMORIAL SLOAN KETTERING- CANCER CENTER | |||||||
| PO BOX 541500 | FLUSHING | NY | 11354 | NONE | PC | GENERAL | $5,000 |
| MUSIC THAT HEALS INC | |||||||
| 348 BEACH 146TH ST | NEPONSIT | NY | 11694 | NONE | PC | GENERAL | $36,200 |
| NORWICH UNIVERSITY | |||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | NONE | PC | GENERAL | $5,000 |
| PACE UNIVERSITY | |||||||
| 1 PACE PLAZA | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | PC | GENERAL | $20,000 |
| ST FRANCIS COLLEGE | |||||||
| 180 REMSEN STREET | BROOKLYN HEIGHTS | NY | 11201 | NONE | PC | GENERAL | $15,000 |
| ST FRANCIS FOOD PANTRIES AND SHELTERS INC | |||||||
| 450 FASHION AVE | NEW YORK | NY | 10123 | NONE | PC | GENERAL | $10,000 |
| STAMFORD HOSPITAL | |||||||
| 1 HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | PC | GENERAL | $100,000 |
| TINA'S WISH | |||||||
| 31 WEST 52ND STREET SUITE 4-22 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $7,500 |
| WATER TRUST | |||||||
| 81 PROSPECT ST | BROOKLYN | NY | 11209 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,700 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,511 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $853 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $413,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $413,154 | 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 | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON LLP | $5,035 | $504 | $4,532 |
| CHRISTOPHER R. SMITH & CO | $725 | $0 | $725 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $7,545,564 | EOYBookValueAmt |
| EOYFMV | $7,545,564 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GORDON,HERLANDS,RANDOLPH & COX | CategoryTxt |
| Legal Fees | $2,983 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,983 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $415,899 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK WIRE FEES (GRANTS) | $4,937 | $4,937 | $0 |
| FILING FEE | $627 | $0 | $627 |
| MISCELLANEOUS | $405 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $853 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $853 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAID IN 2020, BUT NOT CLEARED UNTIL 2021 | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - GABELLI | CategoryTxt |
| Amt | $71,035 | Amt |
| Net Investment Income | $71,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,914 | Amt |
| Net Investment Income | $1,914 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |