Nonprofit · EIN 13-6085289
LEOPOLD R GELLERT FAMILY TRUST
Tax-exempt · NEW YORK, NY 10170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $266,936 | $142,369 | $124,567 | $838,625 | $0 | $838,625 |
| May 31, 2024 | 990-PF | $161,541 | $171,845 | -$10,304 | $762,677 | $542 | $762,135 |
| May 31, 2023 | 990-PF | $79,771 | $214,094 | -$134,323 | $791,648 | $0 | $791,648 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $72,578
- Dividends
- $26,698
- Net gain from sales of assets
- $167,660
Expenses
- Grants and similar amounts paid
- $122,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $125,104
- Excise tax on investment income
- $2,527
Balance sheet and other
- Total assets, start of year
- $762,677
- Total assets, end of year
- $838,625
- Total liabilities, end of year
- $0
- Net assets, end of year
- $838,625
- Fair market value of assets
- $1,440,273
- Qualifying distributions
- $125,104
- Net investment income
- $194,358
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J GELLERT 75 CENTRAL PARK WEST APT 8D, NEW YORK, NY 10023 | TRUSTEE, PART-TIME | 0 | $0 |
| DONALD N GELLERT 110 RIVERSIDE DRIVE APT 14A, NEW YORK, NY 10024 | TRUSTEE, PART-TIME | 0 | $0 |
| DAVID B SPOHNGELLERT 5 RIVERSIDE DRIVE APT 15DE, NEW YORK, NY 10023 | TRUSTEE, PART-TIME | 0 | $0 |
| HUGH MCLOUGHLIN 360 WEST 22ND STREET APT 10E, NEW YORK, NY 10011 | TRUSTEE, PART-TIME | 0 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J GELLERT 75 CENTRAL PARK WEST APT 8D, NEW YORK, NY 10023 | TRUSTEE, PART-TIME | 0 | $0 |
| DONALD N GELLERT 110 RIVERSIDE DRIVE APT 14A, NEW YORK, NY 10024 | TRUSTEE, PART-TIME | 0 | $0 |
| DAVID B SPOHNGELLERT 5 RIVERSIDE DRIVE APT 15DE, NEW YORK, NY 10023 | TRUSTEE, PART-TIME | 0 | $0 |
| HUGH MCLOUGHLIN 360 WEST 22ND STREET APT 10E, NEW YORK, NY 10011 | TRUSTEE, PART-TIME | 0 | $0 |
990-PF for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J GELLERT 75 CENTRAL PARK WEST APT 8D, NEW YORK, NY 10023 | TRUSTEE, PART-TIME | 0 | $0 |
| DONALD N GELLERT 110 RIVERSIDE DRIVE APT 14A, NEW YORK, NY 10024 | TRUSTEE, PART-TIME | 0 | $0 |
| DAVID B SPOHNGELLERT 5 RIVERSIDE DRIVE APT 15DE, NEW YORK, NY 10023 | TRUSTEE, PART-TIME | 0 | $0 |
| HUGH MCLOUGHLIN 360 WEST 22ND STREET APT 10E, NEW YORK, NY 10011 | TRUSTEE, PART-TIME | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 420 LEXINGTON AVE RM 805, NEW YORK, NY 10170-0899
- Signed the 990-PF
- ROBERT J GELLERT, TRUSTEE
- Phone
- (212) 599-3620
- Return prepared by
- UNITED CONTINENTAL CORPORATION
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6085289
- 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
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $838,625
- Income (IRS master file)
- $419,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $266,936 | $142,369 | $838,625 | XML |
| 990-PF | May 2024 | $161,541 | $171,845 | $762,677 | XML |
| 990-PF | May 2023 | $79,771 | $214,094 | $791,648 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | 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 13-6085289).
Questions about LEOPOLD R GELLERT FAMILY TRUST
- What is the EIN of LEOPOLD R GELLERT FAMILY TRUST?
- The employer identification number (EIN) of LEOPOLD R GELLERT FAMILY TRUST is 13-6085289.
- Is LEOPOLD R GELLERT FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to LEOPOLD R GELLERT FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEOPOLD R GELLERT FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEOPOLD R GELLERT FAMILY TRUST due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEOPOLD R GELLERT FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of LEOPOLD R GELLERT FAMILY TRUST?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LEOPOLD R GELLERT FAMILY TRUST have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $266,936, expenses of $142,369 and total assets of $838,625 at year end.
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