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Nonprofit · EIN 35-6943076

MERIDIAN CAPITAL FOUNDATION

Also known as RALPH HERZKA ET AL TTEE

Tax-exempt · NEW YORK, NY 10004

Financials

$295K$4M2023$850K$4.8M2024
Revenue Expenses · by fiscal year end
Financials of MERIDIAN CAPITAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$850,309$4,799,609-$3,949,300$17,148,827$0$17,148,827
December 31, 2023990-PF$294,979$3,959,023-$3,664,044$21,105,052$0$21,105,052
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,000
Dividends
$296,816
Interest
$14,775
Net gain from sales of assets
$173,386
Other income
$355,332

Expenses

Grants and similar amounts paid
$4,581,435
Disbursements for charitable purposes
$4,581,435
Excise tax on investment income
$8,648

Balance sheet and other

Total assets, start of year
$21,105,052
Total assets, end of year
$17,148,827
Total liabilities, end of year
$0
Net assets, end of year
$17,148,827
Fair market value of assets
$17,080,568
Qualifying distributions
$4,581,435
Net investment income
$840,309

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.

NameTitleHours / weekCompensation
RALPH HERZKA
1 BATTERY PARK PLAZA, NEW YORK, NY 10004
Trustee0$0
AARON BIRNBAUM
1 BATTERY PARK PLAZA, NEW YORK, NY 10004
Trustee0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
RALPH HERZKA
1 BATTERY PARK PLAZA, NEW YORK, NY 10004
Trustee0$0
AARON BIRNBAUM
1 BATTERY PARK PLAZA, NEW YORK, NY 10004
Trustee0$0

Address and contacts

Address (IRS master file)
1 BATTERY PARK PLAZA 26TH FLOOR, NEW YORK, NY 10004-1432
In care of
% MORRIS WERNER LAW OFFICES
Signed the 990-PF
RALPH HERZKA, Trustee
Phone
(212) 972-3600
Return prepared by
MAYER RISPLER & COCPAS PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6943076
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$17,148,827
Income (IRS master file)
$1,686,783

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$850,309$4,799,609$17,148,827XML
990-PFDecember 2023$294,979$3,959,023$21,105,052XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 35-6943076).

Questions about MERIDIAN CAPITAL FOUNDATION

What is the EIN of MERIDIAN CAPITAL FOUNDATION?
The employer identification number (EIN) of MERIDIAN CAPITAL FOUNDATION is 35-6943076.
Is MERIDIAN CAPITAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to MERIDIAN CAPITAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERIDIAN CAPITAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MERIDIAN CAPITAL 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 MERIDIAN CAPITAL 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 MERIDIAN CAPITAL FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does MERIDIAN CAPITAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $850,309, expenses of $4,799,609 and total assets of $17,148,827 at year end.

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