2015-11-16T15:08:43-06:00 2014-12-31 990PF 2014-01-01 141798234 Gerry Foundation Inc GERR 8452952400 PO Box 311 Liberty NY 12754 Louis J Boyd Treasurer 8452952400 2015-11-16 2014 2016-04-25 22:37:26Z X 130948794 X 30473 939 180909 324249 2391961 44183 44183 -59627 1098969 2271599 6961852 19276 1498813 9598181 37912 0 37912 586917 0 586917 163604 0 163604 34307 0 34307 87006 0 85506 1190269 1117910 67101 339300 30240 130539 273626 0 63291 0 63291 1528466 20026 1508440 4304698 1168176 2677617 3593844 3590323 7898542 1168176 6267940 -6399729 8430005 268756 162282 162282 12039167 12290271 12290271 134706 134997 134997 12208062 14952188 22271074 45306147 36375694 78625347 18226431 761608 17810456 17464823 17464823 87767294 81380255 130948794 59502 72192 59502 72192 X 87707792 81308063 87707792 81308063 87767294 81380255 87707792 -6399729 0 81308063 0 81308063 Publicly Traded Securities 98743 99465 -722 -722 Publicly Traded Securities 2066618 484686 1581932 1581932 Sale of Property P 1997-10-27 2014-08-26 100000 82459 17541 17541 Redemptions of Alternative Investments P 3130618 3130618 Short Term Gains from LP Investments P 282985 282985 Long Term Gains from LP Investments P 1943260 1943260 Capital Gains Dividends P 6238 6238 6238 6961852 0 4901098 97518332 0.050258 30696075 68980317 0.444998 767304 70468543 0.010889 6657301 74700445 0.089120 7807906 75883464 0.102893 0.698158 0.139632 109668735 15313265 84300 15397565 6267940 168600 0 168600 0 168600 263532 263532 94932 94932 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE NY 1 0 0 1 0 1 N/A Eric Frances 8452952400 PO Box 311 Liberty NY 12754 1 BD 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Sandra Gerry 5150 Tamiami Trail North St 400 Naples FL 34103 Director 2.00 0 0 0 Annelise Gerry 5150 Tamiami Trail North St 400 Naples FL 34103 Director 40.00 18956 7562 0 Robyn Gerry 5150 Tamiami Trail North St 400 Naples FL 34103 Director 40.00 18956 9460 0 Adam Gerry 5150 Tamiami Trail North St 400 Naples FL 34103 Director 2.00 0 0 0 Louis J Boyd 5150 Tamiami Trail North St 400 Naples FL 34103 Treas / Sec 5.00 0 0 0 Christopher Grillo PO Box 311 Liberty NY 12754 Vice President 5.00 0 0 0 Eric Frances PO Box 311 Liberty NY 12754 CFO 40.00 0 0 0 Darlene Fedun PO Box 311 Liberty NY 12754 CEO 40.00 0 0 0 Alan Gerry PO Box 311 Liberty NY 12754 Director/President 10.00 0 0 0 Glenn Pontier PO Box 311 Liberty NY 12754 Program Director 40.00 89791 25642 0 Colleen Emery PO Box 311 Liberty NY 12754 Project Coordinator 40.00 80755 25152 0 Helen Budrock PO Box 311 Liberty NY 12754 Community Planner 40.00 77661 4230 0 Denise Frangipane PO Box 311 Liberty NY 12754 Assistant Program Di 40.00 69627 3792 0 Diana Weiner PO Box 311 Liberty NY 12754 Horticulture Coordin 40.00 59454 9692 0 0 Granite Associates LP One Cablevision Center Liberty NY 12754 Investment Management 1064356 Grant Thornton LLP 33570 Treasury Center Chicago IL 60694 Accounting Services 87006 0 Sullivan Renaissance - Program intended to enhance the appearance of Sullivan County while fostering community development and collaboration. Sullivan Renaissance is a beautification and community development program that provides communities in Sullivan County with seed money for beautification projects. A limited number of proposals are funded each year under a competitive process overseen by the Sullivan Renaissance program. For the most part, the Gerry Foundation will make grants to 501(c)(3) charities and/other organizations to facilitate the beautification program; however, the Foundation will, at times, incur direct expenditures related to the beautification projects. On Part XV of the Form 990-PF, a variety of grants are listed to organizations that are not public charities. For the year ending December 31, 2014, expenditure responsibility reporting was maintained for these grants, which are included in Statement 15. 1232222 0 0 0 0 19314468 15083174 76941175 111338817 0 0 111338817 1670082 109668735 5483437 5483437 168600 4754 173354 5310083 0 5310083 0 5310083 6267940 0 6267940 0 6267940 5310083 0 0 0 6267940 0 0 0 5310083 957857 0 0 957857 0 0 0 0 0 0 0 957857 957857 Alan Gerry Darrell Supak PO Box 311 Liberty NY 12754 8452952400 Letter including all pertinent information and purpose of funds None Preferentially Sullivan County, NY Annie's Place 51 Stewart Ave Roscoe NY 12776 N/A NC Community Beautification Projects 1000 Anti-Defamation League 6056 Third Avenue New York NY 10158 N/A PC General Support 2500 Arthritis Foundation Inc 1330 W Peachtree St Suite 100 Atlanta GA 30309 N/A PC General Support 200 Barryville Market Inc PO Box 234 Barryville NY 12719 N/A NC Community Beautification Projects 249 Bethel Woods Center for the Arts Inc PO Box 222 Liberty NY 12754 Shared Charitable Mission PC To support the Center's tax-exempt mission of inspiring, educating, and empowering individuals through the arts amd humanities. 1500000 Callicoon Business Association PO Box 303 Callicoon NY 12723 N/A NC Community Beautification Projects 2000 Callicoon Trading 24 Upper Main Street Callicoon NY 12723 N/A NC Community Beautification Projects 1000 Claryville Pottery PO Box 161 Claryville NY 12725 N/A NC Community Beautification Projects 250 Community Foundation of Orange & Sullivan 30 Scotts Corners Drive Suite 302 Montgomery NY 12549 N/A PC General Support 7000 Dartmouth College 6066 Development Office 41 Centerra Pkway Hanover NH 03755 N/A PC General Support 2500 Dead End Cafe 12 Main Street Parksville NY 12768 N/A NC Community Beautification Projects 250 Donald Downs PO Box 105 Long Eddy NY 12760 None NC Community Beautification Projects 250 Flour Power Bakery USA Ltd PO Box 689 Livingston Manor NY 12758 N/A NC Community Beautification Projects 250 Hospitality Green LLC 35 Main Street PO Box 222 Mountaindale NY 12763 N/A NC Community Beautification Projects 2353 Kiwanis Club of Woodridge PO Box 722 Woodridge NY 12789 N/A NC Community Beautification Projects 985 Leukemia & Lymphoma Society 1311 Marmaroneck Ave Suite 310 White Plains NY 10605 N/A PC General Support 1000 Liberty Community Development Corp 167 North Main Street Liberty NY 12754 N/A PC General Support 5000 Liberty Joint Fire District 256 Sprague Ave Liberty NY 12754 N/A NC General Support 500 Liberty Rotary Club 1980 Route 52 Liberty NY 12754 N/A NC Special Event Sponsorship 500 Marine Corps Law Enforcement Foundation 273 Columbus Ave Suite 10 Tuckahoe NY 10707 N/A PC General Support 2500 Mark Takourian PO Box 274 White Lake NY 12786 None NC Community Beautification Projects 250 Munhi LLC 26 Upper Main Street Callicoon NY 12723 N/A NC Community Beautification Projects 237 New York Philharmonic 10 Lincoln Center Plaza New York NY 10023 N/A PC General Support 35000 Rolling River Corp 25 Cooley Rd Parksville NY 12768 N/A NC Community Beautification Projects 250 Roscoe Chamber of Commerce PO Box 443 Roscoe NY 12776 N/A NC Community Beautification Projects 7500 St Baldrick's Foundation 1333 South Mayflower Avenue Suite 400 Monrovia CA 91016 N/A PC General Support 1000 St Patrick's Cathedral Landmark Foundation Inc 1011 First Avenue Suite 1400 New York NY 10022 N/A PC General Support 1000000 Sullivan County Chamber PO Box 405 Mongaup Valley NY 12762 N/A NC Community Beautification Projects 2000 Syracuse University 820 Comstock Ave Suite 100 Syracuse NY 13244 N/A PC General Support 1000000 The Boston Foundation Inc - The Paul F Nagle Memorial Fund 75 Arlington Street Boston MA 02116 N/A PC General Support 1000 The Curtis Institute of Music 1726 Locust Street Philadelphia PA 19103 N/A PC General Support 2500 Town of Liberty 120 North Main Street Liberty NY 12754 N/A GOV General Support 11620 Woodburne Action Committee PO Box 204 24 Kahn Dr Woodbourne NY 12788 N/A NC Community Beautification Projects 1000 Wurtsboro Renaissance 69 Forest Drive Wurstboro NY 12790 N/A NC Community Beautification Projects 1000 YMCA of Middletown and Sullivan County 81 Highland Ave Middletown NY 10940 N/A NC Community Beautification Projects 200 3593844 0 14 939 14 324249 16 -59627 18 1098969 0 1364530 0 1364530 0 0 0 0 0 0 0 0 0 0 X X 1 US Department of Housing and Urban Development PO Box 23774 Washington DC 20026 30390 X Grant Thornton, LLP 87006 0 85506 Callicoon Business Association PO Box 303 Callicoon NY 12723 2014-04-11 750 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 750 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Kiwanis Club of Woodridge PO Box 722 Woodridge NY 12789 2014-04-11 750 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 750 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Kiwanis Club of Woodridge PO Box 722 Woodridge NY 12789 2014-10-17 235 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 235 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Roscoe Chamber of Commerce PO Box 443 Roscoe NY 12776 2014-04-11 1500 Project - Community-wide beautification. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 1500 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Roscoe Chamber of Commerce PO Box 443 Roscoe NY 12776 2014-09-03 500 Project - Community-wide beautification. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. No The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Roscoe Chamber of Commerce PO Box 443 Roscoe NY 12776 2014-09-03 5000 Project - Community-wide beautification. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. No The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Roscoe Chamber of Commerce PO Box 443 Roscoe NY 12776 2014-09-03 500 Project - Community-wide beautification. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. No The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Callicoon Business Association PO Box 303 Callicoon NY 12723 2014-09-08 1000 Project - Repairs and replacement of banners and brackets for flower displays. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Callicoon Business Association PO Box 303 Callicoon NY 12723 2014-09-08 250 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Wurtsboro Renaissance 69 Forest Drive Wurtsboro NY 12790 2014-04-11 750 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 750 No 9/8/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Wurtsboro Renaissance 69 Forest Drive Wurtsboro NY 12790 2014-09-08 250 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 9/8/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Woodbourne Action Committee PO Box 204 24 Kahn Dr Woodbourne NY 12788 2014-04-11 750 Project - Maintenance grant for prior year projects. Mini grant whch is part of a larger project to beautify Sullivan County, NY. Th entire project benefits Sullivan County and its residents. 750 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Woodbourne Action Committee PO Box 204 24 Kahn Dr Woodbourne NY 12788 2014-11-11 250 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 11/10/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Sullivan County Chamber PO Box 405 Mongaup Valley NY 12762 2014-02-04 2000 Project - Innovation award for Non-Profit Summit. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 2000 No 12/31/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. YMCA of Middletown and Sullivan County 81 Highland Ave Middletown NY 10940 2014-04-11 200 Project - Maintenance grant for prior year projects. Mini grant which is part of a larger project to beautify Sullian County, NY. The entire project benefits Sullivan County and its residents. 200 No 8/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Munhi LLC 26 Upper Main Street Callicoon NY 12723 2014-06-04 237 Project - Signage and new awning. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 237 No 6/4/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Donald Downs PO Box 105 Long Eddy NY 12760 2014-08-06 250 Project - Rock wall and flower garden for Long Eddy Post Office. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 8/6/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Claryville Pottery PO Box 161 Claryville NY 12725 2014-08-07 250 Project - Perennial flower garden. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 8/7/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Mark Takourian PO Box 274 White Lake NY 12786 2014-08-26 250 Project - Painting, planting of perennials, signage, and window boxes for the Wurtsboro Pizza Shop. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 8/26/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Flour Power Bakery USA Ltd PO Box 689 Livingston Manor NY 12758 2014-07-30 250 Project - Planting along building, under sign, and in containers. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 7/30/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Rolling River Corp 25 Cooley Rd Parksville NY 12768 2014-08-25 250 Project - Redesign of the perennial gardens and planting of annuals around signage. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 8/25/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Callicoon Trading 24 Upper Main Street Callicoon NY 12723 2014-10-03 1000 Project - Facade improvment and storefront renovation. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 1000 No 10/3/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Dead End Cafe 12 Main Street Parksville NY 12768 2014-10-21 250 Project - Door stain and perennial garden. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 250 No 10/21/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Barryville Market Inc PO Box 234 Barryville NY 12719 2014-08-21 249 Project - Installation of permanent planter boxes, hanging plants, and signage. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 249 No 08/21/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Liberty Rotary Club 1980 Route 52 Liberty NY 12754 2014-09-10 500 Project - Special event Sponsorship. No The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Annie's Place 51 Stewart Ave Roscoe NY 12776 2014-11-10 1000 Project - Facade improvement. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sullivan County and its residents. 1000 No 10/28/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Hospitality Green LLC 35 Main Street PO Box 222 Mountaindale NY 12763 2014-06-12 2353 Project - Creation and implementation of strategic plan for envronmental stewardship program (recycling & composting) at Cooke Elementary School and Sullivan County BOCES. Mini grant which is part of a larger project to beautify Sullivan County, NY. The entire project benefits Sulllivan County and its residents. 2353 No 6/2/14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Liberty Joint Fire District 256 Sprague Ave Liberty NY 12754 2014-12-10 500 General Support No The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Equity Investments 14952188 22271074 Alternative Investments AT COST 36375694 78625347 Philip Dropkin, Esq 19472 0 19472 Dentons US LLP 11425 0 11425 Drew, Davidoff & Edwards, LLP 3410 0 3410 Repairs & Maintenance 26679 5406 21273 Licenses 425 0 425 Advertising 6678 0 6678 Meals & Entertainment 124 0 124 Insurance 61183 4123 57060 Utilities 6638 2396 4242 Telephone 1159 0 1159 Personnel Expenses 3754 0 3754 Dues & Subscriptions 2081 0 2081 Bank Charges 43 43 0 Vehicle Gas & Oil 1013 0 1013 Stationary & Supplies 20112 0 20112 Postage 2459 0 2459 Outside Services 21514 2018 19496 Withholding Taxes 6040 6040 0 Training 6946 0 6946 Common Area Maintenance Fees 1075609 0 1075609 Sullivan Renaissance - Direct Charitable Activities 286009 0 286009 Allen Frishman (Consulting) 8395 0 8395 Jason Doyle (Consulting) 5492 0 5492 Judith Green (Consulting) 1058 0 1058 Kathleen Davidoff (Consulting) 40000 0 40000 Araceli Mir Pontier (Consulting) 12156 0 12156 Management Fees 1123168 1117910 0 Real Estate Taxes 158411 30240 128171 State & Corporate Taxes 2643 0 800 Other Taxes 1568 0 1568 Federal Income Taxes 176678 0 0 GFB Equity Investments Ltd Canons Court 22 Victoria Street HM 12 Hamilton BD 000000000 Distribution of cash and stock. 4836101 4836101