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Nonprofit · EIN 36-4309719

GERALD R LANZ-LISA LANZ FOUNDATION

Tax-exempt · GARDEN CITY, NY 11530

Financials

$20K$33K2023$50K$64K2024
Revenue Expenses · by fiscal year end
Financials of GERALD R LANZ-LISA LANZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$50,492$63,743-$13,251$428,453$0$428,453
June 30, 2024990-PF$20,051$33,417-$13,366$441,702$0$441,702
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$8,454
Net gain from sales of assets
$42,038

Expenses

Grants and similar amounts paid
$60,100
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$63,291
Excise tax on investment income
$702

Balance sheet and other

Total assets, start of year
$441,702
Total assets, end of year
$428,453
Total liabilities, end of year
$0
Net assets, end of year
$428,453
Fair market value of assets
$617,590
Qualifying distributions
$63,291
Net investment income
$50,492

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.

NameTitleHours / weekCompensation
JENNIFER LANZ GRAHAM
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
PRESIDENT1$0
LISA KEARNS LANZ
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
VICE PRESIDENT1$0
GERALD R LANZ
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
SECRETARY1$0
LISA KEARNS LANZ
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
TREASURER1$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
JENNIFER LANZ GRAHAM
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
PRESIDENT1$0
LISA KEARNS LANZ
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
VICE PRESIDENT1$0
GERALD R LANZ
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
SECRETARY1$0
LISA KEARNS LANZ
C/O BESSEMER TRUST CO 1225 FRANKLIN, AVE SUITE 500, GARDEN CITY, NY 11530
TREASURER1$0

Address and contacts

Address (IRS master file)
BESSEMER TR1225 FRANKLIN AVE 500, GARDEN CITY, NY 11530-0000
In care of
% LISA KEARNS LANZ PRESIDENT & CEO
Signed the 990-PF
JENNIFER LANZ GRAHAM, PRESIDENT
Phone
(516) 508-9623
Return prepared by
BESSEMER TRUST

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
36-4309719
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
2000
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$428,453
Income (IRS master file)
$103,199

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$50,492$63,743$428,453IRS
990-PFJune 2024$20,051$33,417$441,702XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 36-4309719).

Questions about GERALD R LANZ-LISA LANZ FOUNDATION

What is the EIN of GERALD R LANZ-LISA LANZ FOUNDATION?
The employer identification number (EIN) of GERALD R LANZ-LISA LANZ FOUNDATION is 36-4309719.
Is GERALD R LANZ-LISA LANZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to GERALD R LANZ-LISA LANZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERALD R LANZ-LISA LANZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GERALD R LANZ-LISA LANZ FOUNDATION 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 GERALD R LANZ-LISA LANZ FOUNDATION 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 GERALD R LANZ-LISA LANZ FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does GERALD R LANZ-LISA LANZ FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $50,492, expenses of $63,743 and total assets of $428,453 at year end.

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