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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-6155552

SUMNER GERARD FOUNDATION

Tax-exempt · NEW YORK, NY 10036

Financials

$532K$258K2021$218K$258K2023$256K$265K2024
Revenue Expenses · by fiscal year end
Financials of SUMNER GERARD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$256,467$264,852-$8,385$3,262,095$0$3,262,095
April 30, 2024990-PF$218,353$258,417-$40,064$3,270,480$0$3,270,480
April 30, 2022990-PF$531,608$258,417$273,191$3,444,994$0$3,444,994
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$95,670
Net gain from sales of assets
$160,797

Expenses

Grants and similar amounts paid
$210,500
Disbursements for charitable purposes
$261,817
Excise tax on investment income
$3,593

Balance sheet and other

Total assets, start of year
$3,270,480
Total assets, end of year
$3,262,095
Total liabilities, end of year
$0
Net assets, end of year
$3,262,095
Fair market value of assets
$4,607,248
Qualifying distributions
$261,817
Net investment income
$258,467

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
HARRIET GERARD
C/O AK 7 TIMES SQUARE 15TH FL, NEW YORK, NY 10036
VICE PRESIDENT0.2$0
CHRISTOPHER C GERARD
C/O AK 7 TIMES SQUARE 15TH FL, New York, NY 10036
PRESDENT0.5$0
JAMES GERARD
C/O AK 7 TIMES SQUARE 15TH FL, New York, NY 10036
VICE PRESIDENT0.2$0
JENNY GERARD
C/O AK 7 TIMES SQUARE 15TH FL, NEW YORK, NY 10036
VICE PRESIDENT0.2$0
AMANDA BALDWIN
C/O AK 7 TIMES SQUARE 15TH FL, New York, NY 10036
VICE PRESIDENT0.2$0
ALAN POTTER
C/O AK 7 TIMES SQUARE 15TH FL, New York, NY 10036
SECRETARY0.2$0
990-PF for the year ended April 30, 2024: 6 people
NameTitleHours / weekCompensation
HARRIET GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
CHRISTOPHER GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
PRESIDENT0.5$0
JAMES GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
JENNY GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
AMANDA BALDWIN
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
ALAN POTTER
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
SECRETARY0$0
990-PF for the year ended April 30, 2022: 5 people
NameTitleHours / weekCompensation
HARRIET GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
CHRISTOPHER GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
PRESIDENT0.7$0
JAMES GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
JENNY GERARD
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0
AMANDA BALDWIN
CO AK 1251 SIXTH AVENUE FL 42, NEW YORK, NY 100201182
VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
CO AK 7 TIMES SQUARE 15TH FL, NEW YORK, NY 10036-0000
In care of
% CHRISTOPHER C GERARD
Signed the 990-PF
CHRISTOPHER C GERARD, PRESIDENT
Return prepared by
BENOIT MCGUIRE TAX SERVICES

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
13-6155552
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
April
Files
Form 990-PF
Assets (IRS master file)
$3,262,095
Income (IRS master file)
$1,195,154

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$256,467$264,852$3,262,095XML
990-PFApril 2024$218,353$258,417$3,270,480XML
990-PFApril 2023–––IRS
990-PFApril 2022$531,608$258,417$3,444,994XML
990-PFApril 2021–––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 13-6155552).

Questions about SUMNER GERARD FOUNDATION

What is the EIN of SUMNER GERARD FOUNDATION?
The employer identification number (EIN) of SUMNER GERARD FOUNDATION is 13-6155552.
Is SUMNER GERARD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to SUMNER GERARD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUMNER GERARD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SUMNER GERARD FOUNDATION due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMNER GERARD FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of SUMNER GERARD FOUNDATION?
The 990-PF for the year ended April 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does SUMNER GERARD FOUNDATION have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $256,467, expenses of $264,852 and total assets of $3,262,095 at year end.

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