MAY ELLEN & GERALD RITTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MAY ELLEN & GERALD RITTER FOUNDATION (EIN 13-6114269)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-29
- IRS object ID
- 201422729349100157
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-29T15:46:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | 61 Oliver Street Suite 3Y | AddressLine2 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11209 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | vincent a rohan | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2125990100 | PhoneNum |
| Signature | 2014-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,957,740 | 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 | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $854,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,906,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $854,281 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,098,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,098,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $744 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $744 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,359 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,026 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,419 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,796 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,341 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,972 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,084,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,084,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,430,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,257,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$331,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $925,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,427 | CashBOYAmt |
| Cash EOY | $38,817 | CashEOYAmt |
| Cash EOYFMV | $38,817 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $144,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,026 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,619,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,617,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,617,897 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,864,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,957,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,957,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,864,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,957,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,864,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,957,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,864,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,957,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,864,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$331,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,438,727 | OtherIncreasesAmt |
| Subtotal | $12,971,648 | SubtotalAmt |
| Other Decreases | $13,908 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,957,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,906,655 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,052,374 | CostOrOtherBasisAmt |
| Gain Or Loss | $854,281 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $854,281 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $854,281 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,869 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,086,760 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,595,958 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $922,811 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,826,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085234 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $903,580 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,709,193 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093064 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $971,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,458,721 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114813 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,077,137 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,864,531 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099143 | DistributionYr5Rt |
| Total Distribution | 0.494818 | TotalDistributionRt |
| Average Distribution | 0.098964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,978,291 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,185,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,194,679 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,257,378 | 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 | $9,259 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,259 | SubtotalAmt |
| Tax Based On Investment Income | $9,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,129 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,129 | TotalPaymentsAndCreditsAmt |
| Overpayment | $870 | OverpaymentAmt |
| Applied To ES Tax | $870 | 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 | GORDON HERLANDS LLP | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VINCENT ROHAN | ||||||||
| c/o vincent rohan | Brooklyn | NY | 11209 | president/treasurer | 40.0 | $127,400 | $0 | $0 |
| alexander v rohan esq | ||||||||
| c/o vincent rohan | Brooklyn | NY | 11209 | secretary | 5.0 | $0 | $0 | $0 |
| Terri Rohan | ||||||||
| c/o vincent rohan | 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CORPORATE CENTER | AddressLine1 |
| City | RYE | City |
| State | NY | State |
| ZIP Code | 10580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT. | ServiceTypeTxt |
| Compensation | $115,419 | 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 | $11,827,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,160,702 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,160,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,978,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,259 | TotalTaxAmt |
| Distributable Before Adj | $589,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $589,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $589,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,257,378 | 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 | $1,257,378 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,259 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,248,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $589,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $535,202 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $971,872 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $907,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $395,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $570,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,380,817 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,257,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $589,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $667,722 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,048,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $535,202 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,513,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $971,872 | ExcessFromYear4Amt |
| Excess From Year3 | $907,629 | ExcessFromYear3Amt |
| Excess From Year2 | $395,928 | ExcessFromYear2Amt |
| Excess From Year1 | $570,186 | ExcessFromYear1Amt |
| Excess From Current Year | $667,722 | 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 | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11209 | ZIPCode |
| 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHRC NYC Foundation Inc | |||||||
| 83 Maiden Ln | New York | NY | 10038 | None | PC | General | $40,000 |
| Allyson Rioux Memorial Foundation Inc | |||||||
| PO Box 17297 | Stamford | CT | 06902 | None | PC | General | $5,000 |
| Association of Small Foundation | |||||||
| 1720 N Street NW | Washington | DC | 20036 | None | PC | General | $2,195 |
| BuildOn Inc | |||||||
| PO Box 16741 | Stamford | CT | 69050 | None | PC | General | $45,000 |
| Careers Through Culinary Arts Program | |||||||
| 505 Eighth Avenue Suite 1400 | New York | NY | 10018 | None | PC | General | $10,000 |
| Catholic Charities of the Archdiocese of New York | |||||||
| 1011 First Avenue | New York | NY | 10022 | None | PC | General | $35,000 |
| Catholic Foundation for Brooklyn and Queens | |||||||
| 243 Prospect Park West | Brooklyn Heights | NY | 69050 | None | PC | General | $25,000 |
| Center for Childrens Advocacy Inc | |||||||
| 65 Elizabeth Street | Hartford | CT | 06105 | None | PC | General | $5,000 |
| Child Abuse Prevention Program Inc | |||||||
| 27 Christopher Street 2nd Floor | New York | NY | 10014 | None | PC | General | $60,000 |
| Diocese of Brookyn Annual Catholic Appeal | |||||||
| 1712 10th Avenue | Brooklyn | NY | 11215 | None | PC | General | $20,000 |
| Fontbonne Hall Academy | |||||||
| 9901 Shore Road | Brooklyn | NY | 11209 | None | PC | General | $10,000 |
| Futures in Edu Endowment Fund for Brooklyn&queens | |||||||
| 310 Prospect Park West | Brooklyn | NY | 10010 | None | PC | General | $20,000 |
| Gleason Initiative Foundation | |||||||
| PO Box 24993 | New Oleans | LA | 70184 | None | PC | General | $5,000 |
| Gracie Mansion Conservancy | |||||||
| 88th St and East End Avenue | New York | NY | 69050 | None | PC | General | $25,000 |
| Guild for Exceptional Children | |||||||
| 260 68th Street | Brooklyn | NY | 11220 | None | PC | General | $2,000 |
| Heartshare Human Services of New York | |||||||
| 177 Livingston St 2 | Brooklyn | NY | 11201 | None | PC | General | $10,000 |
| Hellen Keller Services for the Blind | |||||||
| 57 Willoughby Street | Brooklyn | NY | 11201 | None | PC | General | $40,000 |
| Home for the Aged of Little Sisters of the room | |||||||
| 2999 Schurz Avenue | Bronx | NY | 10038 | None | PC | General | $37,500 |
| Hospital Audiences Inc | |||||||
| 548 Broadway 3rd Floor | New York | NY | 10012 | None | PC | General | $39,600 |
| Hugh O'Brian Youth Leadership | |||||||
| 31255 Cedar Valley Drive Suite 327 | Westlake Village | CA | 91362 | None | PC | General | $10,000 |
| Kristen Ann Carr Fund | |||||||
| 29 Broadway | New York | NY | 10001 | None | PC | General | $20,000 |
| Leukemia & Lymphoma Society Inc | |||||||
| 1311 Mamaroneck Avenue Suite 310 | White Plains | NY | 10605 | None | PC | General | $1,000 |
| Lutheran Augustana Center for Extended Care&rehab | |||||||
| 5434 2nd Ave | Brooklyn | NY | 11220 | None | PC | General | $2,000 |
| Lutheran Medical Center | |||||||
| 150-55th Street | Brooklyn | NY | 10017 | None | PC | General | $40,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | General | $5,000 |
| Mount Sinai School of Medicine of New York Univers | |||||||
| 1428 Madison Avenue | New York | NY | 10029 | None | PC | General | $2,500 |
| Musicians on Call Inc | |||||||
| 39 West 32nd St No 1103 | New York | NY | 10012 | None | PC | General | $25,000 |
| National Lighthouse Museum | |||||||
| One Lighthouse Plaza PO Box 10296 | Staten Island | NY | 11209 | None | PC | General | $10,000 |
| National September 11 Memorial Museum | |||||||
| One Liberty Plaza | New York | NY | 10006 | None | PC | General | $40,000 |
| Nature's Classroom of Massachusets Inc | |||||||
| 19 Harrington Rd | Charlton | MA | 01507 | None | PC | General | $3,000 |
| NYC Police Foundation Inc | |||||||
| 555 Fifth Avenue | New York | NY | 10001 | None | PC | General | $30,000 |
| NYU Medical Center aka NYU Hospitals Center | |||||||
| 550 First Avenue | New York | NY | 10016 | None | PC | General | $200,000 |
| Providence House Inc | |||||||
| 703 Lexington Avenue | Brooklyn | NY | 11221 | None | PC | General | $5,000 |
| Robin Hood Foundation | |||||||
| 826 Broadway | New York | NY | 10003 | None | PC | General | $30,000 |
| Sepsis Alliance | |||||||
| 501 W Broadway Ste 1700 | San Diego | CA | 92101 | None | PC | General | $2,500 |
| Socks for Soldiers | |||||||
| 1127 High Ridge Road 124 | Stamford | CT | 06905 | None | PC | General | $10,000 |
| Sound Waters Inc | |||||||
| 1281 Cove Road | Stamford | CT | 10012 | None | PC | General | $15,000 |
| St Athanasius Church | |||||||
| 2154 61st Street | Brooklyn | NY | 11204 | None | PC | General | $15,000 |
| St Francis College | |||||||
| 180 Remsen Street | Brooklyn Heights | NY | 11201 | None | PC | General | $10,000 |
| St Francis Food Pantries and Shelters Inc | |||||||
| 450 Fashion Ave | New York | NY | 10123 | None | PC | General | $5,000 |
| St Mary's Antiochian Orthodox Church | |||||||
| 249 High Street | Pawtucket | RI | 02860 | None | PC | General | $20,000 |
| Stamford Hospital | |||||||
| 30 Shelburne Rd | Stamford | CT | 06902 | None | PC | General | $25,000 |
| The Alfred E Smith Memorial Foundation | |||||||
| 1011 First Avenue | New York | NY | 10004 | None | PC | General | $40,000 |
| The Bowery MissionChristian Herald Association | |||||||
| 132 Madison Avenue | New York | NY | 10017 | None | PC | General | $26,500 |
| The Buoniconti Fund to Cure Paralysis Inc | |||||||
| 1095 NW 14th Avenue | Miami | FL | 33136 | None | PC | General | $15,000 |
| The Fund for Public Schools Inc | |||||||
| 52 Chambers Street Room 305 | New York | NY | 10022 | None | PC | General | $5,000 |
| The Inner Circle Inc | |||||||
| Room- 9 City Hall | New York | NY | 06902 | None | PC | General | $12,000 |
| The MHE Research Foundation | |||||||
| 8019 Harbor View Terrace | Brookln | NY | 11209 | None | PC | General | $3,500 |
| Tribecca Film Institute Inc | |||||||
| C/O Berdon LLP 360 Madison Avenue | New York | NY | 10007 | None | PC | General | $15,000 |
| Wounded Warrior Project Inc | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | PC | General | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,084,295 | 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 | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,212 | 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 | $854,281 | 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 | $1,098,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,098,547 | 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 | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON LLP | $9,435 | $2,359 | $7,076 |
| CHRISTOPHER R. SMITH & CO | $950 | $950 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS & EXCHANGE TRADED FUNDS | StockNm |
| EOY Book Value | $12,617,897 | EOYBookValueAmt |
| EOYFMV | $12,617,897 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GORDON, HERLANDS, RANDOLPH | CategoryTxt |
| Legal Fees | $744 | LegalFeesAmt |
| Disbursements Charitable Prps | $744 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR PERIOD FUND BALANCE ADJUSTMENT | $10,000 |
| CHECK WRITTEN IN 2012 BUT NOT CASHED | $3,908 |
| UNTIL 2013 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,015 | $6,015 | |
| INSURANCE | $1,860 | $1,860 | |
| BANK FEES | $120 | $120 | |
| NYS FILING FEES | $750 | $750 | |
| PUBLICATIONS/SUBSCRIPTIONS | $347 | $347 |
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 (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $2,434,911 |
| CHECK WRITTEN IN 2013 BUT NOT CASHED | $3,816 |
| UNTIL 2014 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES - GABELLI | CategoryTxt |
| Amt | $115,419 | Amt |
| Net Investment Income | $115,419 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $15,122 | $3,780 | $11,341 |
| FOREIGN TAXES | $3,016 | $3,016 |