MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349101805
- Schema version
- 2016v3.1
- 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
- Contractor Compensation Expln
- 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 | 2017-11-10T21:36:47-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 AVE 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 | 2016-01-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GORDON HERLANDS LLP | InCareOfNm |
| Business Name Control | MAYE | BusinessNameControlTxt |
| Phone | 7187452095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o vincent rohan 61 Oliver Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCE ROHAN | PersonNm |
| Person Title | president/treasurer | PersonTitleTxt |
| Phone | 7187452095 | PhoneNum |
| Signature | 2017-11-10 | 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 |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.84.128.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520173145000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 32778C9288487CCB557400271BF2B2D8D9E2E3C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB689B47C4810116FFAF734305B3B6F212C66569 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,074,851 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $781,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,184,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $781,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $998,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $998,004 | TotalNetInvstIncmAmt |
| 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 | $9,649 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $965 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,684 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $477 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,668 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,567 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,508 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $350,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $795,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $795,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,146,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $991,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $850,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,655 | CashBOYAmt |
| Cash EOY | $83,468 | CashEOYAmt |
| Cash EOYFMV | $83,468 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,956,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,749,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,749,850 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,075,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,074,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,074,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,075,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,074,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,075,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,074,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,075,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,074,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,075,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $147,933 | OtherIncreasesAmt |
| Subtotal | $10,074,851 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,074,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,184,168 | $403,412 | $780,756 | $780,756 |
| LONG-TERM CAPITAL GAIN DIVIDENDS | $842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $781,598 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,301,996 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,125,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,239,815 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,232,467 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,248,119 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,978,291 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,086,760 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,595,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $922,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,826,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085234 | DistributionYr5Rt |
| Total Distribution | 0.510378 | TotalDistributionRt |
| Average Distribution | 0.102076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,872,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,007,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,016,212 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $991,891 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,003 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,003 | SubtotalAmt |
| Tax Based On Investment Income | $17,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $155 | EsPenaltyAmt |
| Tax Due | $8,658 | TaxDueAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | 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 | 355 LEXINGTON AVE - 10TH FLR | AddressLine1Txt |
| City | New York | 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 |
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 vincent rohan 61 Oliver Street | 61 Oliver Street 3Y | Brooklyn | NY | 11209 | president/treasurer | 40.0 | $127,400 | $0 | $0 |
| alexander v rohan esq | |||||||||
| c/o vincent rohan 61 Oliver Street | 61 Oliver Street 3Y | Brooklyn | NY | 11209 | secretary | 5.0 | $0 | $0 | $0 |
| Terri Rohan | |||||||||
| c/o vincent rohan 61 Oliver Street | 61 Oliver Street 3Y | Brooklyn | NY | 11209 | Vice President, Asst 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 | $124,567 | 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 | $9,770,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,022,494 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,022,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,872,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,003 | TotalTaxAmt |
| Distributable Before Adj | $476,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $476,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $476,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $991,891 | 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 | $991,891 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $991,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $395,928 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $570,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $667,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $645,490 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $762,948 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,042,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $991,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $476,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $515,286 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,557,560 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $395,928 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,161,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $570,186 | ExcessFromYear4Amt |
| Excess From Year3 | $667,722 | ExcessFromYear3Amt |
| Excess From Year2 | $645,490 | ExcessFromYear2Amt |
| Excess From Year1 | $762,948 | ExcessFromYear1Amt |
| Excess From Current Year | $515,286 | 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 | Vincent Rohan | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 Oliver Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7187452095 | RecipientPhoneNum |
| Form And Info And Materials | 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 PURPOSE SERVED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHRC NYC Foundation Inc | |||||||
| 83 Maiden Lane | New York | NY | 10038 | None | PC | General | $20,000 |
| 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 | $57,000 |
| Catholic Charities of the Archdiocese of New York | |||||||
| 1011 First Avenue | New York | NY | 10022 | None | PC | General | $15,000 |
| Catholic Foundation For Brooklyn and Queens | |||||||
| 243 Prospect Park West 3rd Floor | Brooklyn | NY | 11215 | None | PC | General | $25,000 |
| Epidemic Answers Inc | |||||||
| 114 North Saddle Ridge | West Simsbury | CT | 06902 | None | PC | General | $25,000 |
| HeartShare Human Services of New York | |||||||
| 177 Livingston St 2 | Brooklyn | NY | 11201 | None | PC | General | $10,000 |
| Helen Keller Services for the Blind | |||||||
| 57 Willoughby Street | Brooklyn | NY | 11201 | None | PC | General | $25,000 |
| Home for Aged of the Little Sisters of the Poor | |||||||
| 2999 Schurz Avenue | Bronx | NY | 10038 | None | PC | General | $37,500 |
| Honorable Tina Brozman Fdn for Ovarian Cancer Inc | |||||||
| 31 West 52nd Street Suite 4-22 | New York | NY | 10019 | None | PC | General | $10,000 |
| Hospital Audiences Inc (Healing Arts Initiative) | |||||||
| 548 Broadway 3rd Floor | New York | NY | 10012 | None | PC | General | $12,000 |
| Memorial Sloan-Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | General | $5,000 |
| NYC Police Foundation Inc | |||||||
| 555 Fifth Avenue | New York | NY | 10001 | None | PC | General | $5,000 |
| Pocono Mountain Regional Police Foundation | |||||||
| 2454 RT 940 | Pocono Summit | PA | 18346 | 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 | $10,000 |
| 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 | $15,000 |
| St Mary's Antiochian Orthodox Church | |||||||
| 249 High Street | Pawtucket | RI | 02860 | None | PC | General | $10,000 |
| Stamford Hospital | |||||||
| 30 Shelburne Rd | Stamford | CT | 06902 | None | PC | General | $100,000 |
| Stamford Peace Youth Foundation Inc | |||||||
| 925 Long Ridge Rd | Stamford | CT | 06902 | None | PC | General | $30,000 |
| The Alfred E Smith Memorial Foundation | |||||||
| 1011 First Avenue | New York | NY | 10004 | None | PC | General | $50,000 |
| The Bowery MissionChristian Herald Association | |||||||
| 132 Madison Avenue | New York | NY | 10017 | None | PC | General | $25,000 |
| The Buoniconti Fund to Cure Paralysis Inc | |||||||
| 1095 NW 14th Terrace NO R-48 | Miami | FL | 33136 | None | PC | General | $25,000 |
| The Inner Circle Inc | |||||||
| Room 9 City Hall | New York | NY | 06902 | None | PC | General | $2,000 |
| The Mayor's Fund to Advance NYC | |||||||
| 253 Broadway 6th Flr | New York | NY | 10007 | None | PC | General | $40,000 |
| The Fund for public School Inc | |||||||
| 52 Chambers Street Room 305 | New York | NY | 10007 | None | PC | General | $5,000 |
| Immaculate Heart of Mary Catholic Church | |||||||
| 5101 Schofield Street | Monona | WI | 53716 | None | PC | General | $1,000 |
| Music that Heals Inc | |||||||
| 338 BEACH 146TH ST | NEPONSIT | NY | 11694 | None | PC | General | $62,900 |
| New York Foundling Hospital | |||||||
| 590 Avenue of the Americas | New York | NY | 10011 | None | PC | General | $25,000 |
| St Athanasius Academy | |||||||
| 6120 Bay Pkwy Brooklyn | New York | NY | 11204 | None | PC | General | $2,000 |
| Ciao-Cure Inc | |||||||
| 5816 13th Avenue | Brooklyn | NY | 11219 | None | PC | General | $10,000 |
| R Baby Foundation | |||||||
| 1375 Broadway 3rd Fl | New York | NY | 10018 | None | PC | General | $10,000 |
| The water Trust Inc | |||||||
| 81 Prospect St | Brooklyn | NY | 11201 | None | PC | General | $10,000 |
| Bishop Kearney High School | |||||||
| 2202 60th St | Brooklyn | NY | 11204 | None | PC | General | $10,000 |
| Gracie Mansion Conservancy | |||||||
| 88TH STREET AT EAST END AVE | NEW YORK | NY | 10128 | None | PC | General | $20,000 |
| Susan G Komen Breast Cancer Foundation | |||||||
| 5005 LBJ Fwy Ste 250 | Dallas | TX | 75244 | None | PC | General | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $795,400 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,400 | 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 | $781,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $998,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $998,004 | 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 | $4,770 | $477 | $0 | $4,293 |
| CHRISTOPHER R. SMITH & CO | $1,375 | $0 | $1,375 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GABELLI COMPANY | ContractorPersonNm |
| Explanation | investment mgt. | ExplanationTxt |
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 | $9,749,850 | EOYBookValueAmt |
| EOYFMV | $9,749,850 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GORDON, HERLANDS, RANDOLPH | $2,150 | $2,150 |
| & COX, LLP |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,136 | $0 | $0 | $1,136 |
| BANK FEES | $120 | $120 | $0 | $0 |
| PUBLICATIONS/SUBSCRIPTIONS | $197 | $0 | $0 | $197 |
| MISCELLANEOUS | $5,106 | $0 | $0 | $5,106 |
| NEW YORK DEPARTMENT OF LAW | ||||
| FILING FEE | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Refunds | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $59,059 |
| CHECKS WRITTEN IN 2016, BUT NOT CASHED | $85,059 |
| CHECKS WRITTEN IN 2015, BUT CASHED IN | $0 |
| 2016 | $3,815 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - GABELLI | CategoryTxt |
| Amt | $124,567 | Amt |
| Net Investment Income | $124,567 | 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 | $2,508 | $2,508 | $0 | $0 |
| FEDERAL EXCISE TAXES | $6,528 |