Nonprofit · EIN 13-2872722
MERTZ GILMORE FOUNDATION
Tax-exempt · NYC, NY 10003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,640,036 | $12,299,472 | -$3,659,436 | $86,201,106 | $0 | $86,201,106 |
| December 31, 2023 | 990-PF | $3,696,086 | $14,861,372 | -$11,165,286 | $89,860,542 | $0 | $89,860,542 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $1,230,308
- Net gain from sales of assets
- $6,760,612
- Other income
- $549,116
Expenses
- Grants and similar amounts paid
- $7,509,250
- Compensation of officers, directors and key employees
- $668,636
- Salaries, compensation and benefits (total)
- $1,108,852
- Disbursements for charitable purposes
- $10,919,794
- Excise tax on investment income
- $108,574
Balance sheet and other
- Total assets, start of year
- $89,860,542
- Total assets, end of year
- $86,201,106
- Total liabilities, end of year
- $0
- Net assets, end of year
- $86,201,106
- Fair market value of assets
- $116,793,371
- Qualifying distributions
- $10,931,285
- Net investment income
- $8,537,224
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADITI VAIDYA C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | PRESIDENT | 35 | $327,600 | $67,409 |
| MARION CAPPIELLO C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | CHIEF FINANCIAL OFFICER | 35 | $228,036 | $63,962 |
| KALIN DRZEWIECKI-SEZER 218 EAST 18TH STREET, NEW YORK, NY 10003 | CHIEF OPERATING OFFI Highest-paid employee | 35 | $176,779 | $26,930 |
| LEAH KRAUSS 218 EAST 18TH STREET, NEW YORK, NY 10003 | SENIOR PROGRAM OFFIC Highest-paid employee | 35 | $167,760 | $73,170 |
| TRELLIS STEPTER 218 EAST 18TH STREET, NEW YORK, NY 10003 | SENIOR PROGRAM OFFIC Highest-paid employee | 35 | $167,760 | $35,518 |
| VANESSA LLANA 218 EAST 18TH STREET, NEW YORK, NY 10003 | GRANTS MANAGER Highest-paid employee | 35 | $127,303 | $60,229 |
| VICTORIA WALSH 218 EAST 18TH STREET, NEW YORK, NY 10003 | PROGRAM OFFICER Highest-paid employee | 35 | $116,514 | $47,811 |
| ANDREA SHOLLER C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | CHAIRPERSON | 1 | $25,000 | $0 |
| RINI BANERJEE C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | TREASURER | 1 | $21,000 | $0 |
| MIKKI SHEPARD C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $16,000 | $0 |
| GEORGE SUTTLES C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $15,000 | $0 |
| CIARA TORRES-SPELLISCY C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | VICE CHAIRPERSON | 1 | $12,000 | $0 |
| SURINA KHAN C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $12,000 | $0 |
| AARON TANAKA C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $12,000 | $0 |
| ROBIN KRAUSE C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADITI VAIDYA C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | PRESIDENT | 35 | $315,000 | $71,904 |
| MARION CAPPIELLO C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | CHIEF FINANCIAL OFFICER | 35 | $219,264 | $60,027 |
| LEAH KRAUSS 218 EAST 18TH STREET, NEW YORK, NY 10003 | SENIOR PROGRAM OFFIC Highest-paid employee | 35 | $161,304 | $58,339 |
| TRELLIS STEPTER 218 EAST 18TH STREET, NEW YORK, NY 10003 | SENIOR PROGRAM OFFIC Highest-paid employee | 35 | $161,304 | $32,638 |
| VANESSA LLANA 218 EAST 18TH STREET, NEW YORK, NY 10003 | GRANTS MANAGER Highest-paid employee | 35 | $105,384 | $64,190 |
| VICTORIA WALSH 218 EAST 18TH STREET, NEW YORK, NY 10003 | PROGRAM OFFICER Highest-paid employee | 35 | $100,728 | $39,760 |
| BRENDAN LIFFEY 218 EAST 18TH STREET, NEW YORK, NY 10003 | SUPERINTENDENT/MEETI Highest-paid employee | 35 | $88,416 | $45,801 |
| ANDREA SHOLLER C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | CHAIRPERSON | 1 | $25,000 | $0 |
| RINI BANERJEE C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | TREASURER | 1 | $21,000 | $0 |
| MIKKI SHEPARD C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $16,000 | $0 |
| GEORGE SUTTLES C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $15,000 | $0 |
| CIARA TORRES-SPELLISCY C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | VICE CHAIRPERSON | 1 | $12,000 | $0 |
| AARON TANAKA C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $12,000 | $0 |
| SURINA KHAN C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | DIRECTOR | 1 | $10,000 | $0 |
| ROBIN KRAUSE C/O MERTZ GILMORE FOUNDATION 218, EAST 18TH STREET, NEW YORK, NY 10003 | SECRETARY | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 218 E 18TH ST, NYC, NY 10003-3605
- Signed the 990-PF
- MARION CAPPIELLO, CHIEF FINANCIAL OFFICER
- Phone
- (212) 475-1137
- Website
- WWW.MERTZGILMORE.ORG
- Return prepared by
- LUTZ AND CARR CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-2872722
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $86,201,106
- Income (IRS master file)
- $18,736,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,640,036 | $12,299,472 | $86,201,106 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,696,086 | $14,861,372 | $89,860,542 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2872722).
Questions about MERTZ GILMORE FOUNDATION
- What is the EIN of MERTZ GILMORE FOUNDATION?
- The employer identification number (EIN) of MERTZ GILMORE FOUNDATION is 13-2872722.
- Is MERTZ GILMORE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to MERTZ GILMORE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERTZ GILMORE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERTZ GILMORE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERTZ GILMORE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MERTZ GILMORE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 14 received compensation from the organization, the highest $327,600 (ADITI VAIDYA, PRESIDENT).
- How much revenue does MERTZ GILMORE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,640,036, expenses of $12,299,472 and total assets of $86,201,106 at year end.
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