GERDA LISSNER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GERDA LISSNER FOUNDATION INC (EIN 13-3566516)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202421289349102237
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T10:55:43-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 922689212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWALD & ANASTASIA CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 STATE ROUTE 79 N STE 4 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077512079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERDA LISSNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERD | BusinessNameControlTxt |
| Phone | 2128266100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100656501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A FORNABAIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2024-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL A | PersonFirstNm |
| Person Last | FORNABAIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SEWALD CPA | PreparerPersonNm |
| PTIN | P00171184 | PTIN |
| Phone | 7323321700 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,975,160 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $178,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,512,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,381 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $306,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,723 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,075 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,675 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,100 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,089 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,089 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $853 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $853 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,023 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,506 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,517 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,607 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $889 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $60,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,564 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,075 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $479,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $376,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $597,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,211 | CashBOYAmt |
| Cash EOY | $19,102 | CashEOYAmt |
| Cash EOYFMV | $19,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $206,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,352 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,125 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,310 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,310 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,159,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,383,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,108,001 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,486,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,038,412 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,705,395 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,951 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $12,567 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,874,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,583,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,975,160 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $913 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,137 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,137 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,873,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,582,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,873,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,582,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,874,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,583,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,873,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,034 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,582,198 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,582,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE - SEE STATEMENT 19 | P | $99,700 | $87,955 | $11,745 | $11,745 |
| BNY MELON WEALTH MANAGEMENT | P | $245,826 | $240,161 | $5,665 | $5,665 |
| BNY MELON WEALTH MANAGEMENT | P | $457,155 | $452,829 | $4,326 | $4,326 |
| ROCKEFELLER ADVISORY - FIXED | P | $451,664 | $451,900 | -$236 | -$236 |
| ROCKEFELLER ADVISORY - FIXED | P | $196,406 | $240,322 | -$43,916 | -$43,916 |
| ROCKEFELLER ADVISORY - EQUITIES | P | $14,994 | $16,082 | -$1,088 | -$1,088 |
| ROCKEFELLER EQUITY COMPASS | P | $12,466 | $10,159 | $2,307 | $2,307 |
| ROCKEFELLER EQUITY COMPASS | P | $136,307 | $145,350 | -$9,043 | -$9,043 |
| ROCKEFELLER RIVERBRIDGE | P | $12,614 | $11,603 | $1,011 | $1,011 |
| ROCKEFELLER RIVERBRIDGE | P | $258,426 | $145,248 | $113,178 | $113,178 |
| ROCKEFELLER ADVISORY | P | $442,286 | $445,938 | -$3,652 | -$3,652 |
| ROCKEFELLER ADVISORY | P | $177,836 | $178,983 | -$1,147 | -$1,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,594 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,095 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,009 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,009 | SubtotalAmt |
| Tax Based On Investment Income | $2,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $991 | OverpaymentAmt |
| Applied To ES Tax | $991 | 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 | WWW.GERDALISSNER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN SEWALD CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323321700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH STE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A FORNABAIO | ||||||||
| 420 EAST 64TH STREET | NEW YORK | NY | 10065 | PRESIDENT | 25.00 | $52,000 | $0 | $0 |
| KARL MICHAELIS | ||||||||
| 244 EAST 86TH STREET 44 | NEW YORK | NY | 10028 | TREASURER | 5.00 | $12,000 | $0 | $0 |
| CORNELIA BEIGEL | ||||||||
| 267 EDGCOMBE AVENUE | NEW YORK | NY | 10031 | VP AND SECRE | 40.00 | $88,750 | $0 | $0 |
| ARLENE R SHRUT | ||||||||
| 1703 LAKEMONT DRIVE | GREENSBORO | NC | 27410 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| MARY B WOOSLEY | ||||||||
| 144 EAST 84TH STREET 2B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES GRANTS AND ENCOURAGEMENT AWARDS TO THE WINNERS OF THE VARIOUS ANNUAL COMPETITIONS TO A LIMITED NUMBER OF PARTICIPANTS TO PROVIDE YOUNG OPERA SINGERS WITH THE FINANCIAL SUPPORT THEY NEED TO PURSUE THEIR CRAFT AND EXCEL IN THE WORLD OF OPERA. THE TRUSTEES BELIEVE THAT THE ENCOURAGEMENT AND ASSISTANCE TO YOUNG ARTISTS TOWARD ACHIEVING THEIR GOALS IS IMPERATIVE FOR THE CONTINUATION OF THIS DEMANDING ART FORM. | Description1Txt |
| Description2 | CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS FOR GENERAL OPERATING SUPPORT IN THE FIELD OF OPERA AND OTHER VARIOUS PERFORMANCE ORGANIZATIONS. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,989,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,031,836 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,031,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,941,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,009 | TotalTaxAmt |
| Distributable Before Adj | $295,059 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,059 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,059 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,348 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $494,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,059 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $346,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $223,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $172,988 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $743,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,348 | QualifyingDistributionsAmt |
| Applied To Current Year | $295,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $199,289 | RemainingDistriFromCorpusAmt |
| Total Corpus | $942,596 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $346,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $595,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $223,380 | ExcessFromYear4Amt |
| Excess From Year1 | $172,988 | ExcessFromYear1Amt |
| Excess From Current Year | $199,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CORNELIA BEIGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128260366 | RecipientPhoneNum |
| Recipient Email Address | MAIL@GERDALISSNER.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO FOUNDATION'S WEBSITE. WWWW.GERDALISSNER.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REFER TO FOUNDATION'S WEBSITE. WWW.GERDALISSNER.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 14 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPERA INDEX INC | |||||||
| PO BOX 237153 ANSONIA ST | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $1,400 |
| BROADWAY CARES | |||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $2,500 |
| ACADEMY OF VOCAL ARTS | |||||||
| 1920 SPRUCE STREET | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $10,000 |
| CLASSICAL LYRIC ARTS | |||||||
| 820 WEST END AVENUE | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $500 |
| QUEENS SYMPHONY ORCHESTRA | |||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $200 |
| GIULIO GARI FOUNDATION | |||||||
| 175 WEST 72ND STREET | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $750 |
| THE KOSCIUSZKO FOUNDATION | |||||||
| 15 EAST 65TH STREET | NEW YORK | NY | 11065 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $800 |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVENUE | NEW YORK | NY | 10027 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $7,250 |
| ABIGAIL RAIFORD | |||||||
| 340 E93RD STREET 27B | NEW YORK | NY | 10128 | NONE | SEE STATEMENT 14 | $1,000 | |
| AMANDA SHERIFF | |||||||
| 248 ASHFIELD CT | SMYRNA | DE | 19977 | NONE | SEE STATEMENT 14 | $2,000 | |
| AMBER RICCI MONROE | |||||||
| 128 RIDGE CREST DRIVE | CHERRYVILLE | NC | 28021 | NONE | SEE STATEMENT 14 | $2,000 | |
| ANNA KELLY | |||||||
| 254 ORCHARD STREET 2 | NEW HAVEN | CT | 06511 | NONE | SEE STATEMENT 14 | $3,000 | |
| CHRISTINE BYRNE | |||||||
| 5 WATER MILL COURT | VALLEY COTTAGE | NY | 10989 | NONE | SEE STATEMENT 14 | $500 | |
| DONGHOON KANG | |||||||
| 860 RIVERSIDE DR APT 2A | NEW YORK | NY | 10032 | NONE | SEE STATEMENT 14 | $1,000 | |
| DONGWEI SHEN | |||||||
| 235 W 63RD STREET 6A | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 14 | $1,000 | |
| ELISSA PFAENDER | |||||||
| W289 M4156 FARM VALLEY C | PEWAUKLEE | WI | 53072 | NONE | SEE STATEMENT 14 | $1,000 | |
| FRANCESCO BARFORD | |||||||
| 120 GREEN STREET APT 210 | NEWARK | NJ | 07105 | NONE | SEE STATEMENT 14 | $1,000 | |
| GIORGI GULIASHVILI | |||||||
| 92 EDWARDS STREET | NEW HAVEN | CT | 06511 | NONE | SEE STATEMENT 14 | $500 | |
| HYE SANG PARK | |||||||
| 161 WEST 61ST STREET | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 14 | $5,000 | |
| JANA ALEXA MCINTYRE | |||||||
| 2209 S JAMESTOWN AVENUE | TULSA | OK | 74114 | NONE | SEE STATEMENT 14 | $2,000 | |
| JAZMINE SAUNDERS | |||||||
| 559 WEST 158TH STREET | NEW YORK | NY | 10032 | NONE | SEE STATEMENT 14 | $5,000 | |
| JOSEPH PARRISH | |||||||
| 1635 LEXINGTON AVENUE | NEW YORK | NY | 10029 | NONE | SEE STATEMENT 14 | $1,000 | |
| KEITH KLEIN | |||||||
| 10809 W 141 STREET | OVERLAND PARK | KS | 66221 | NONE | SEE STATEMENT 14 | $500 | |
| KORIN GREGORY THOMAS SMITH | |||||||
| 340 ORANGE STREET APT 3 | NEW HAVEN | CT | 06511 | NONE | SEE STATEMENT 14 | $3,000 | |
| LISA ROGALI | |||||||
| 324 PARK STREET | HAWLEY | PA | 18428 | NONE | SEE STATEMENT 14 | $1,000 | |
| LYDIA GRINDATTO | |||||||
| 1921 WAVERLY STREET | PHILADELPHIA | PA | 19146 | NONE | SEE STATEMENT 14 | $2,000 | |
| MAIRE CARMACK | |||||||
| 5440 SETTLERS TERR | COLORADO SPRINGS | CO | 80917 | NONE | SEE STATEMENT 14 | $7,000 | |
| MARY HOSKINS | |||||||
| 2216 HUNTER DRIVE | SARATOGA SPRINGS | UT | 84045 | NONE | SEE STATEMENT 14 | $1,000 | |
| MARYANN E NELSON | |||||||
| 332 BECKER STREET | BROOKHAVEN | MS | 39601 | NONE | SEE STATEMENT 14 | $2,000 | |
| MAYREEN BRABEC | |||||||
| 18608 POPLAR AVENUE | HOMEWOOD | IL | 60430 | NONE | SEE STATEMENT 14 | $1,000 | |
| MEGAN MOORE | |||||||
| 120 GREEN STREET 509 | NEWARK | NJ | 07105 | NONE | SEE STATEMENT 14 | $2,000 | |
| MINKI HONG | |||||||
| 229 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 14 | $1,500 | |
| NICOLETTA BERRY | |||||||
| 908 ALLERTON AVENUE | BRONX | NY | 10469 | NONE | SEE STATEMENT 14 | $500 | |
| PATRICIA WESTLEY | |||||||
| 512 W 171 STREET 2A | NEW YORK | NY | 10032 | NONE | SEE STATEMENT 14 | $2,000 | |
| SARAH FLEISS | |||||||
| 226 W RITTENHOUSE SQ | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 14 | $1,000 | |
| SHAINA MARTINEZ-AZZOPARDI | |||||||
| 51 E 90TH STREET | NEW YORK | NY | 10128 | NONE | SEE STATEMENT 14 | $3,000 | |
| SHAN HAI | |||||||
| 3333 BROADWAY APT E20B | NEW YORK | NY | 10031 | NONE | SEE STATEMENT 14 | $1,000 | |
| SOO HYUN GEMMA NHA | |||||||
| 60 LINCOLN CTR PL BOX 629 | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 14 | $6,000 | |
| SUSANNE BURGESS | |||||||
| 881 STKESWOOD AVE SE | ATLANTA | GA | 30316 | NONE | SEE STATEMENT 14 | $1,000 | |
| SYDNEY DARDIS | |||||||
| 154 W 70 STREET 10C | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 14 | $500 | |
| TITUS JOSEPH MUZI III | |||||||
| N4W30600 MAPLEFIELDS PATH | WAUKESHA | WI | 53188 | NONE | SEE STATEMENT 14 | $1,000 | |
| TIVOLI TRELOAR | |||||||
| 60 LINCOLN CTR PL BOX 620 | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 14 | $1,000 | |
| TREVOR HAUMSCHILT | |||||||
| 13638 CATAWBA DRIVE | POWAY | CA | 92064 | NONE | SEE STATEMENT 14 | $500 | |
| TRISTAN TOURNAUD | |||||||
| 13934 OLD HICKORY BLVD | ANTIOCH | TN | 37013 | NONE | SEE STATEMENT 14 | $500 | |
| VLADYSLAV BUIALSKYI | |||||||
| 15 E 65TH STREET | NEW YORK | NY | 10065 | NONE | SEE STATEMENT 14 | $10,000 | |
| YAZID GRAY | |||||||
| 5209 DRESDEN WAY | PITTSBURGH | PA | 15201 | NONE | SEE STATEMENT 14 | $1,000 | |
| YOSEPH PARK | |||||||
| 12806 BUFFALO SPEEDWAY 32 | HOUSTON | TX | 77045 | NONE | SEE STATEMENT 14 | $2,000 | |
| ANTHONY ROTH COSTANZO | |||||||
| 1000 PARK AVENUE | NEW YORK | NY | 10017 | NONE | SEE STATEMNET 14 | $1,750 | |
| SOPHIA HUNT | |||||||
| 111 W 94TH STREET 1B | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 14 | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,594 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $6,381 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $263,723 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,381 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,104 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LIEDERKRANZ FOUNDATION INC | ||||||
| 1 | 6 EAST 87TH STREET | NEW YORK | NY | 10128 | $35,000 | Yes (X) |
| VARIOUS INDIVIDUALS | ||||||
| 2 | 15 EAST 65TH STREET | NEW YORK | NY | 10065 | $1,700 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVEN SEWALD & COMPANY CPAS | CategoryTxt |
| Amt | $38,023 | Amt |
| Net Investment Income | $9,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,517 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2004-02-15 | $6,539 | $6,539 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2007-03-15 | $750 | $750 | 200DB | 5.0000 |
| FAX - XEROX | 2007-11-23 | $1,199 | $1,199 | 200DB | 5.0000 |
| OFFICE EQUIPMENT - COPIER | 2008-02-12 | $1,349 | $1,349 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2008-05-01 | $2,114 | $2,114 | 200DB | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE STATEMENT - 17 | BondNm |
| EOY Book Value | $2,038,412 | EOYBookValueAmt |
| EOYFMV | $1,705,395 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT - 16 | StockNm |
| EOY Book Value | $3,383,159 | EOYBookValueAmt |
| EOYFMV | $4,108,001 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT AND FURNITURE | CategoryOrItemTxt |
| Cost Or Other Basis | $11,951 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,951 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANKFURT KURNIT KLEIN & SELA PC | CategoryTxt |
| Legal Fees | $853 | LegalFeesAmt |
| Disbursements Charitable Prps | $853 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT - RENT | $10,000 | $10,000 | $10,000 |
| ACCRUED INV INCOME RECEIVABLE | $2,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PAYROLL SERVICES - PAYCHEX | $3,346 | $3,346 | |
| POSTAGE AND DELIVERY | $157 | $157 | |
| INVESTMENT EXPENSES - OTHER | $12,564 | $12,564 | |
| ADVERTISING AND PROMOTION | $6,120 | $6,120 | |
| DUES AND PUBLICATIONS | $393 | $393 | |
| TELEPHONE | $3,750 | $3,750 | |
| INSURANCE - EMPLOYEE HEALTH | $13,304 | $13,304 | |
| INSURANCE - DIRECTORS LIABILI | $3,113 | $3,113 | |
| INSURANCE - GENERAL | $2,411 | $2,411 | |
| INSURANCE - W/COMP | $363 | $363 | |
| LOCAL TRAVEL | $1,334 | $1,334 | |
| SPEC EVENT - LIEDER/SONG COMP | $2,257 | $2,257 | |
| WEB-SITE COSTS | $1,761 | $17,461 | |
| INTERNET AND CABLE ACCESS | $1,995 | $1,995 | |
| OFFCE EXPENSES | $4,314 | $4,314 | |
| COMPUTER RELATED EXPENSES | $308 | $308 | |
| INTERNATIONAL VOCAL COMPETITI | $43,659 | $43,659 | |
| WQXR EVENT | $9,790 | $9,790 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $6,381 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE - MASTERCARD | $313 | $537 |
| OTHER TAXES PAYABLE | $600 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES - SEE ST 18 | CategoryTxt |
| Amt | $78,607 | Amt |
| Net Investment Income | $78,607 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIVIDEND | $1,438 | $1,438 | |
| NYS FILING FEES | $250 | $250 | |
| CT WOLTERS CORP | $534 | $534 | |
| DELAWARE FILING FEES | $105 | $105 |
Comments