MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349103755
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees 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 | 2020-11-13T16:08:15-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-01-01 | 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 LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O GORDON HERLANDS LLP | InCareOfNm |
| 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 NEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI ROHAN | PersonNm |
| Person Title | PRESIDENT/ TREASURER | PersonTitleTxt |
| Phone | 7187452095 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.109.92.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520203185000029 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2CDCFB097A0C4B40BD71ECD42FCD6019B2F94F49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3651C5C9EB0776EA9BB0B9BA1CBD3BEA8FFF94AA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,768,050 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $284,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $686,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,466,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $686,084 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,485 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $973,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $970,643 | 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 Dsbrs Chrtbl | $172,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,764 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,826 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,435 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $424 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $424 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,055 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,097 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,913 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,879 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,511 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $217,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $914,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $914,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,265,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,131,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$292,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $856,867 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,652 | CashBOYAmt |
| Cash EOY | $199,760 | CashEOYAmt |
| Cash EOYFMV | $199,760 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $115,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,281 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,258,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,487,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,487,009 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,494,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,768,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,768,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,494,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,768,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,494,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,768,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,494,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,768,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,494,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$292,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $566,620 | OtherIncreasesAmt |
| Subtotal | $8,768,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,768,050 | 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 |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,466,043 | $780,080 | $685,963 | $685,963 |
| LONG-TERM CAPITAL GAIN DISTRIBUTION | $121 | $121 | $121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $686,084 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,071,229 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,553,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $808,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,150,652 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $991,891 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,872,157 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,301,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,125,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,239,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,232,467 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101354 | DistributionYr5Rt |
| Total Distribution | 0.510611 | TotalDistributionRt |
| Average Distribution | 0.102122 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,835,603 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $902,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,569 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $910,878 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,131,567 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,569 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,569 | SubtotalAmt |
| Tax Based On Investment Income | $8,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,410 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,410 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,841 | OverpaymentAmt |
| Applied To ES Tax | $12,841 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO GORDON HERLANDS 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 | ATTN ELISABETH MCCARTHY | AddressLine1Txt |
| City | LEXINGTON AVE NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| C/O GORDON HERLANDS LLP | ATTN ELISABETH MCCARTHY | LEXINGTON AVE NY | NY | 10017 | president/treasurer | 40.0 | $127,400 | $0 | $0 |
| Alexander V Rohan Esq | |||||||||
| C/O GORDON HERLANDS LLP | ATTN ELISABETH MCCARTHY | LEXINGTON AVE NY | NY | 10017 | Secretary | 5.0 | $0 | $0 | $0 |
| Terri Rohan | |||||||||
| C/O GORDON HERLANDS LLP | ATTN ELISABETH MCCARTHY | LEXINGTON AVE NY | NY | 10017 | PRESIDENT/TREASURER | 35.0 | $64,600 | $0 | $0 |
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 | $87,913 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,614,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,970,155 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,970,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,835,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,569 | TotalTaxAmt |
| Distributable Before Adj | $433,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $68,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $501,211 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $501,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,131,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,131,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,569 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,122,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $501,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $645,490 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $762,948 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $515,286 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $288,066 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $607,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,818,849 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,131,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $501,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $630,356 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,449,205 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $645,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,803,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $762,948 | ExcessFromYear4Amt |
| Excess From Year3 | $515,286 | ExcessFromYear3Amt |
| Excess From Year2 | $288,066 | ExcessFromYear2Amt |
| Excess From Year1 | $607,059 | ExcessFromYear1Amt |
| Excess From Current Year | $630,356 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | 2A CO GORDON HERLANDS LLP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN ELISABETH MCCARTHY | AddressLine1Txt |
| City | LEXINGTON AVE NY | 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 (40 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 | $61,000 |
| Cadets Baseball Club Inc | |||||||
| 482 MANOR ROAD | STATEN ISLAND | NY | 10314 | NONE | PC | General | $5,000 |
| Catholic Charities of the Archdiocese of New York | |||||||
| 1011 First Avenue | New York | NY | 10022 | NONE | PC | General | $15,000 |
| Home for the Aged of Little Sisters of the Poor | |||||||
| 2999 Schurz Ave | Bronx | NY | 10465 | NONE | PC | General | $37,500 |
| Immaculate Heart of Mary Catholic Church | |||||||
| 5101 Schofield Street | Monona | WI | 53716 | NONE | PC | General | $5,000 |
| Music that Heals Inc | |||||||
| 343 BEACH 146TH ST | NEPONSIT | NY | 11694 | NONE | PC | General | $87,800 |
| NYU Langone Hospitals | |||||||
| One Park Avenue 3rd Floor | New York | NY | 10016 | NONE | PC | General | $125,000 |
| Our Lady of Mount Carmel Church | |||||||
| 448 E 116th St | New York | NY | 10029 | NONE | PC | General | $15,000 |
| PACE University | |||||||
| 1 Pace Plaza | New York | NY | 10038 | NONE | PC | General | $10,000 |
| Red Hook Initiative Inc | |||||||
| 767 Hicks Street | Brooklyn | NY | 11231 | NONE | PC | General | $5,000 |
| Robin Hood Foundation | |||||||
| 826 Broadway | New York | NY | 10003 | NONE | PC | General | $36,000 |
| St Athanasius Church | |||||||
| 2154 61st Street | Brooklyn | NY | 11204 | NONE | PC | General | $5,000 |
| 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 | $25,000 |
| St Joseph's College | |||||||
| 245 Clinton Ave | Brooklyn | NY | 11205 | NONE | PC | General | $25,000 |
| St Mary's Antiochian Orthodox Church | |||||||
| 192 81st Street | Brooklyn | NY | 11209 | NONE | PC | General | $20,000 |
| Stamford Hospital | |||||||
| 1 Hospital Plaza | Stamford | CT | 06902 | NONE | PC | General | $25,000 |
| Stamford Peace Youth Foundation Inc | |||||||
| 925 Long Ridge Rd | Stamford | CT | 06902 | NONE | PC | General | $25,000 |
| Stamford Police Foundation Inc | |||||||
| 805 Bedford St | Stamford | CT | 069010000 | NONE | PC | General | $15,000 |
| GRACIE MANSION CONSERVANCY | |||||||
| 88th Street at East End Ave | NEW YORK | NY | 10128 | PC | GENERAL | $25,000 | |
| HONORABLE TINA BRAZMAN FOUNDATION INC | |||||||
| 31 West 52nd Street Suite 4-22 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $15,000 |
| ST ELIZABETH SEATON CHILDREN'S FOUNDATION | |||||||
| 300 Corporate Blvd South | YONKERS | NY | 10701 | NONE | PC | GENERAL | $15,000 |
| THE WATER TRUST | |||||||
| PO Box 4668 75942 | NEW YORK | NY | 10163 | NONE | PC | GENERAL | $10,000 |
| THE ALFRED E SMITH MEMORIAL FOUNDATION | |||||||
| 1011 1st Avenue 14 | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $100,000 |
| METROPOLITIAN OPERA ASSOCIATION INC | |||||||
| 30 Lincoln Center | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $25,000 |
| BOWERY MISSION CHRISTIAN HERALD ASSOCIATION | |||||||
| 132 MADISON AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $25,000 |
| CATHOLIC CHARITIES BROOKLYN | |||||||
| 191 Joralemon Street | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $15,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| 300 E University Dr 2061 | TEMPE | AZ | 85281 | NONE | PC | GENERAL | $10,000 |
| ST FRANCIS PREP | |||||||
| 6100 Francis Lewis Blvd | MEADOWS | NY | 11365 | NONE | PC | GENERAL | $10,000 |
| GLEN FALLS HIGH YOUTH CENTER | |||||||
| 60 Montcalm Street | GLEN FALLS | NY | 12801 | NONE | PC | GENERAL | $5,000 |
| MAYORS FUND TO ADVANCE NEW YORK CITY | |||||||
| 253 Broadway 6Th floor | NEW YORK | NY | 10123 | NONE | PC | GENERAL | $45,000 |
| POCONO MOUNTAIN REGIONAL POLICE FOUNDATION | |||||||
| 2545 Rt 940 | POCONO SUMMIT | PA | 18346 | NONE | PC | GENERAL | $15,000 |
| NORTH CAROLNIA STATE UNIVERSITY FOUNDATION | |||||||
| Campus 7475 | RALEIGH | NY | 27695 | NONE | PC | GENERAL | $5,000 |
| SEAN CASEY AMINAL RESCUE | |||||||
| 153 E 3rd Street | BROOKLYN | NY | 11218 | NONE | PC | GENERAL | $5,000 |
| THE INNER CIRCLE | |||||||
| 9 CITY HALL | NEW YORK | NY | 06902 | NONE | PC | GENERAL | $2,000 |
| BAY RIDGE CENTER INC MEALS PROGRAM | |||||||
| 411 Ovington Ave | BROOKLYN | NY | 11209 | NONE | PC | GENERAL | $2,500 |
| BOYS AND GIRLS CLUB OF EAST AURORA | |||||||
| 24 PAINE STREET | EAST AURORA | NY | 14052 | NONE | PC | GENERAL | $2,500 |
| KELLY ANNE DOLAN MEMORIAL FUND | |||||||
| 580 Virginia Dr 110 | WASHINGTON | PA | 19034 | NONE | PC | GENERAL | $2,500 |
| RAIN FOREST FOUNDATION | |||||||
| 1000 DEAN STREET | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $914,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $686,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROCEEDS FROM LITIGATION | 01 | $1,265 |
| OTHER INCOME | 01 | $1,220 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $973,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $973,128 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | $9,580 | $958 | $0 | $8,622 |
| CHRISTOPHER R. SMITH & CO | $1,475 | $0 | $0 | $1,475 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $8,487,009 | EOYBookValueAmt |
| EOYFMV | $8,487,009 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GORDON,HERLANDS,RANDOLPH & COX | CategoryTxt |
| Legal Fees | $424 | LegalFeesAmt |
| Disbursements Charitable Prps | $424 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK WIRE FEES (GRANTS) | $7,979 | $0 | $0 | $7,979 |
| FILING FEE | $250 | $0 | $0 | $250 |
| INSURANCE | $282 | $0 | $0 | $282 |
| PENALTY/INTEREST | $496 | |||
| MISCELLANEOUS | $5,542 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Proceeds from Litigation | $1,265 | $0 |
| PAYROLL TAX PAYMENT REFUND | $1,220 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $566,620 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - GABELLI | CategoryTxt |
| Amt | $87,913 | Amt |
| Net Investment Income | $87,913 | 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 |
|---|---|---|---|---|
| FOREIGN TAXES | $2,879 | $2,879 | $0 | $0 |
| FEDERAL EXCISE TAXES | $15,000 | $0 | $0 | $0 |