Nonprofit · EIN 14-1798234
GERRY FOUNDATION INC
Tax-exempt · LIBERTY, NY 12754
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $16,487,841 | $15,475,252 | $1,012,589 | $108,257,587 | $0 | $108,257,587 |
| December 31, 2023 | 990-PF | $6,278,007 | $10,216,870 | -$3,938,863 | $107,244,998 | $0 | $107,244,998 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,004,723
- Dividends
- $1,807,663
- Interest
- $1,652,012
- Net rental income
- $58,650
- Net gain from sales of assets
- $7,964,793
Expenses
- Grants and similar amounts paid
- $11,494,125
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $12,816,858
- Excise tax on investment income
- $129,236
Balance sheet and other
- Total assets, start of year
- $107,244,998
- Total assets, end of year
- $108,257,587
- Total liabilities, end of year
- $0
- Net assets, end of year
- $108,257,587
- Fair market value of assets
- $161,874,067
- Qualifying distributions
- $12,822,308
- Net investment income
- $11,454,577
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 |
|---|---|---|---|
| Sandra Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director | 2 | $0 |
| Annelise Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director | 2 | $0 |
| Robyn Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director | 2 | $0 |
| Adam Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director/President | 5 | $0 |
| Peter Racette PO Box 311, Liberty, NY 12754 | Asst. Secretary | 5 | $0 |
| Michael Fitzpatrick PO Box 311, Liberty, NY 12754 | Secretary | 5 | $0 |
| Eric Frances PO Box 311, Liberty, NY 12754 | Treasurer | 5 | $0 |
| Ronald Greenberg 1221 Avenue of the Americas 25th Fl, New York, NY 10020 | Asst. Treasurer | 2 | $0 |
| Alan Gerry PO Box 311, Liberty, NY 12754 | Director/Chairperson | 5 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director | 2 | $0 |
| Annelise Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director | 2 | $0 |
| Robyn Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director | 2 | $0 |
| Adam Gerry 5811 Pelican Bay Blvd Ste 400, Naples, FL 34108 | Director/President | 5 | $0 |
| Peter Racette PO Box 311, Liberty, NY 12754 | Asst. Secretary | 5 | $0 |
| Michael Fitzpatrick PO Box 311, Liberty, NY 12754 | Secretary | 5 | $0 |
| Eric Frances PO Box 311, Liberty, NY 12754 | Treasurer | 5 | $0 |
| Ronald Greenberg 1221 Avenue of the Americas 25th Fl, New York, NY 10020 | Asst. Treasurer | 2 | $0 |
| Alan Gerry PO Box 311, Liberty, NY 12754 | Director/Chairperson | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 311, LIBERTY, NY 12754-0311
- In care of
- % ALAN GERRY
- Signed the 990-PF
- Eric Frances, Treasurer
- Phone
- (845) 295-2400
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
- 14-1798234
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $108,257,587
- Income (IRS master file)
- $16,601,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $16,487,841 | $15,475,252 | $108,257,587 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,278,007 | $10,216,870 | $107,244,998 | 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-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 14-1798234).
Questions about GERRY FOUNDATION INC
- What is the EIN of GERRY FOUNDATION INC?
- The employer identification number (EIN) of GERRY FOUNDATION INC is 14-1798234.
- Is GERRY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to GERRY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does GERRY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERRY FOUNDATION INC 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 GERRY FOUNDATION INC 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 GERRY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does GERRY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,487,841, expenses of $15,475,252 and total assets of $108,257,587 at year end.
Other nonprofits in LIBERTY
- BEAVERKILL FOUNDATION INC EIN 14-1800129 · last filed 990-PF for 2025
- LIBERTY NEW YORK ROTARY CLUB FOUNDATION INC EIN 82-1743241 · last filed 990-N for 2024
- KANFI GAVRIEL FUND INC EIN 83-0861805 · last filed 990-N for 2025
- BETHEL WOODS CENTER FOR THE ARTS INC EIN 45-4083198 · last filed 990 for 2024
- SULLIVAN 180 INC EIN 81-3451349 · last filed 990 for 2024
- MUSEUM AT BETHEL WOODS EIN 26-2778926 · last filed 990 for 2024
- SULLIVAN CATSKILLS REGIONAL FOOD HUB INC EIN 81-4085912 · last filed 990 for 2024
- TWIN BRIDGE PLAYSCHOOL INC EIN 14-1770039 · last filed 990 for 2024
All nonprofits in LIBERTY · New York · Philanthropy, voluntarism and grantmaking foundations