Nonprofit · EIN 13-6093842
MICHAEL E GELLERT TRUST
Tax-exempt · NEW YORK, NY 10170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $257,766 | $590,498 | -$332,732 | $6,473,363 | $0 | $6,473,363 |
| June 30, 2024 | 990-PF | $324,943 | $412,152 | -$87,209 | $6,806,095 | $0 | $6,806,095 |
| June 30, 2023 | 990-PF | $143,795 | $730,181 | -$586,386 | $6,893,304 | $0 | $6,893,304 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $133,602
- Interest
- $136,296
- Net gain from sales of assets
- -$15,275
- Other income
- $3,143
Expenses
- Grants and similar amounts paid
- $510,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $521,593
- Excise tax on investment income
- $3,549
Balance sheet and other
- Total assets, start of year
- $6,806,095
- Total assets, end of year
- $6,473,363
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,473,363
- Fair market value of assets
- $6,734,731
- Qualifying distributions
- $521,593
- Net investment income
- $273,041
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B SPOHNGELLERT 5 RIVERSIDE DRIVE APT 15DE, NEW YORK, NY 10023 | TRUSTEE | 0 | $0 |
| JOHN M GELLERT 2310 E WALKER LA, HALLADAY, UT 84117 | TRUSTEE | 0 | $0 |
| CATHERINE A GELLERT 151 EAST 79TH STREET 16TH FL, NEW YORK, NY 10075 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B SPOHNGELLERT 5 RIVERSIDE DRIVE APT 15DE, NEW YORK, NY 10023 | TRUSTEE | 0 | $0 |
| JOHN M GELLERT 2310 E WALKER LA, HALLADAY, UT 84117 | TRUSTEE | 0 | $0 |
| CATHERINE A GELLERT 151 EAST 79TH STREET 16TH FL, NEW YORK, NY 10075 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B SPOHNGELLERT 5 RIVERSIDE DRIVE APT 15DE, NEW YORK, NY 10023 | TRUSTEE | 0 | $0 |
| JOHN M GELLERT 3226 E BROKEN SPEAR TRAIL, KAMAS, UT 84036 | TRUSTEE | 0 | $0 |
| CATHERINE A GELLERT 151 EAST 79TH STREET 16TH FL, NEW YORK, NY 10075 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 420 LEXINGTON AVE RM 805, NEW YORK, NY 10170-0899
- Signed the 990-PF
- DAVID B SPOHNGELLERT, 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6093842
- 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
- 1964
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,473,363
- Income (IRS master file)
- $510,792
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $257,766 | $590,498 | $6,473,363 | XML |
| 990-PF | June 2024 | $324,943 | $412,152 | $6,806,095 | XML |
| 990-PF | June 2023 | $143,795 | $730,181 | $6,893,304 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 13-6093842).
Questions about MICHAEL E GELLERT TRUST
- What is the EIN of MICHAEL E GELLERT TRUST?
- The employer identification number (EIN) of MICHAEL E GELLERT TRUST is 13-6093842.
- Is MICHAEL E GELLERT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to MICHAEL E GELLERT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL E GELLERT TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL E GELLERT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHAEL E GELLERT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MICHAEL E GELLERT TRUST?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MICHAEL E GELLERT TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $257,766, expenses of $590,498 and total assets of $6,473,363 at year end.
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