MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349108517
- Schema version
- 2024v5.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T19:07:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH 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 | 2024-01-01 | 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,973,347 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,097 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $847,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $383,038 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $566,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $570,439 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,120 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,612 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,508 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,296 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,066 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,129 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,129 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,274 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $874,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $754,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$307,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,939 | CashBOYAmt |
| Cash EOY | $121,793 | CashEOYAmt |
| Cash EOYFMV | $121,793 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,182 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,566,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,813,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,813,372 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,896,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,973,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,973,347 | 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 | $7,896,118 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,973,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,896,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,973,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,896,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,973,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,896,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$307,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $474,803 | OtherIncreasesAmt |
| Subtotal | $8,063,347 | SubtotalAmt |
| Other Decreases | $90,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,973,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SHORT-TERM PUBLICLY TRADED SECURITIES | $67,468 | $54,280 | $13,188 | $13,188 | |
| LONG-TERM PUBLICLY TRADED SECURITIES | $779,582 | $409,752 | $369,830 | $369,830 | |
| CAPITAL GAIN DISTRIBUTIONS | $20 | $20 | $20 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $383,038 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,188 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,489 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,489 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,998 | OverpaymentAmt |
| Applied To ES Tax | $12,998 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON HERLANDS & RANDOLPH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129861200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 LEXINGTON AVE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERRI ROHAN | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PRESIDENT & CEO | 35.00 | $127,400 | $0 | $0 |
| ALEXANDER V ROHAN | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | VICE PRESIDENT & ASSISTANT TREASURER | 16.00 | $64,600 | $0 | $0 |
| ALFIO MANASSERI | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABELLI & COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CORPORATE CENTER | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT. | ServiceTypeTxt |
| Compensation | $80,129 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,959,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,179,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,179,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,057,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,491 | TotalTaxAmt |
| Distributable Before Adj | $396,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $754,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $754,104 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $630,356 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $225,419 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,056 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $273,718 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $208,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,406,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $754,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $337,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,743,832 | 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 | $630,356 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,113,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $225,419 | ExcessFromYear4Amt |
| Excess From Year3 | $68,056 | ExcessFromYear3Amt |
| Excess From Year2 | $273,718 | ExcessFromYear2Amt |
| Excess From Year1 | $208,552 | ExcessFromYear1Amt |
| Excess From Current Year | $337,731 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | 2A CO GORDON HERLANDS RANDOLP LLP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN ELISABETH MCCARTHY | AddressLine1Txt |
| City | LEXINGTON AVE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129861200 | RecipientPhoneNum |
| Form And Info And Materials | 2B. THE FOUNDATION REQUIRES THAT ANY ORGANIZATION REQUESTING A GRANT MUST PUT A LETTER IN WRITING EXPLAINING HOW THE GRANT MONIES ARE TO BE EXPENDED AND THE CHARITABLE PURPOSES SERVED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 2C. THE FOUNDATION IMPOSES NO SUBMISSION DEADLINES ON GRANTEES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 2D. THE FOUNDATION IMPOSES NO RESTRICTIONS ON GRANTEES (OTHER THAN THAT THE FUNDS BE SPENT ON A CHARITABLE PURPOSE AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALFRED E SMITH MEMORIAL FOUNDATION | |||||||
| 488 MADISON AVE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $100,000 |
| BABE RUTH BASEBALL OF STAMFORD INC | |||||||
| PO BOX 17151 | STAMFORD | CT | 06907 | NONE | PC | GENERAL | $7,000 |
| BIRCH FAMILY SERVICES INC | |||||||
| 104 WEST 29TH STREET 3RD FLR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $30,000 |
| BUILD ON INC | |||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | NONE | PC | ANNUAL APPEAL | $105,000 |
| CATHOLIC CHARITIES BROOKLYN & QUEENS | |||||||
| 191 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | PC | CATHOLIC RENEWAL | $20,000 |
| FETCH RESCUE INC | |||||||
| PO BOX 3 | WESTPORT | CT | 06881 | NONE | PC | GENERAL | $3,000 |
| FUTURES AND OPTIONS INC | |||||||
| 111 BROADWAY SUITE 1602 | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $10,000 |
| FUTURES IN EDUCATION | |||||||
| 243 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | SCHOLARSHIP FUND | $15,000 |
| HASSENFELD CHILDRENS HOSPITAL AT NYU LANGONE | |||||||
| 430 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $50,000 |
| MUSIC THAT HEALS INC | |||||||
| 348 BEACH 146TH ST | NEOPONSIT | NY | 11694 | NONE | PC | TULLY CENTER, QUEENS CENTER, BROOKLYN CALVARY HOSPITAL, & ADAPT SCHOOL | $72,480 |
| NORWICH UNIVERSITY | |||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | NONE | PC | BRIAN R BILL SCHOLARSHIP | $5,000 |
| NYC BOARD OF EDUCATION PS 72 | |||||||
| 2951 DEWEY AXE | BRONX | NY | 10465 | NONE | GOV | ROBOTICS STEM PROGRAM | $5,000 |
| PACE UNIVERSITY | |||||||
| ONE PACE PLAZA | NEW YORK | NY | 10006 | NONE | PC | WOMEN'S LACROSSE | $10,000 |
| ROADSIDE RESCUE NETWORK | |||||||
| PO BOX 921 | MERION | MS | 39342 | NONE | PC | GENERAL | $3,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $35,000 |
| ST MARY'S CHURCH | |||||||
| 230 CLASSON AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL | $25,000 |
| STAMFORD HOSPITAL | |||||||
| 1 HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | PC | GENERAL | $25,000 |
| STAMFORD POLICE FOUNDATION | |||||||
| 805 BEDFORD STREET | STAMFORD | CT | 06901 | NONE | PC | GENERAL | $10,000 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | PC | CHILD ABUSE PREVENTION PROGRAM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $555,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,097 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $383,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $566,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $566,975 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON ADVISORS LLC | CategoryTxt |
| Amt | $12,296 | Amt |
| Net Investment Income | $1,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,066 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $7,813,372 | EOYBookValueAmt |
| EOYFMV | $7,813,372 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS WRITTEN IN 2023, BUT CASHED IN 2024 | Desc |
| Amt | $90,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $454,803 |
| RETURNED GRANT | $20,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $80,129 | Amt |
| Net Investment Income | $80,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $17,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $1,274 | $1,274 | $0 | $0 |