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MERTZ GILMORE FOUNDATION

Company Details

Name: MERTZ GILMORE FOUNDATION
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 11 Sep 1959 (66 years ago)
Entity Number: 122430
ZIP code: 10003
County: New York
Place of Formation: New York
Address: 218 EAST 18TH STREET, NEW YORK, NY, United States, 10003

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2023 132872722 2024-10-03 MERTZ GILMORE FOUNDATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 6467232218
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2024-10-03
Name of individual signing MARION CAPPIELLO
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2023 132872722 2024-10-11 MERTZ GILMORE FOUNDATION 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1982-01-01
Business code 813000
Sponsor’s telephone number 2124751137
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing MARION CAPPIELLO
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2022 132872722 2023-07-24 MERTZ GILMORE FOUNDATION 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1982-01-01
Business code 813000
Sponsor’s telephone number 2124751137
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing MARION CAPPIELLO
EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2022 132872722 2023-07-28 MERTZ GILMORE FOUNDATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 6467232218
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing MARION CAPPIELLO
Role Employer/plan sponsor
Date 2023-07-28
Name of individual signing MARION CAPPIELLO
TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2021 132872722 2022-07-27 MERTZ GILMORE FOUNDATION 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1982-01-01
Business code 813000
Sponsor’s telephone number 2124751137
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2022-07-27
Name of individual signing MARION CAPPIELLO
EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2021 132872722 2022-07-28 MERTZ GILMORE FOUNDATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 6467232218
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2022-07-28
Name of individual signing MARION CAPPIELLO
Role Employer/plan sponsor
Date 2022-07-28
Name of individual signing MARION CAPPIELLO
TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2020 132872722 2021-07-15 MERTZ GILMORE FOUNDATION 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1982-01-01
Business code 813000
Sponsor’s telephone number 2124751137
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing MARION CAPPIELLO
EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2020 132872722 2021-07-15 MERTZ GILMORE FOUNDATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 6467232218
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing MARION CAPPIELLO
Role Employer/plan sponsor
Date 2021-07-15
Name of individual signing MARION CAPPIELLO
TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2019 132872722 2020-07-25 MERTZ GILMORE FOUNDATION 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1982-01-01
Business code 813000
Sponsor’s telephone number 2124751137
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2020-07-25
Name of individual signing MARION CAPPIELLO
EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2019 132872722 2020-07-25 MERTZ GILMORE FOUNDATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 6467232218
Plan sponsor’s address 218 E 18TH ST, NEW YORK, NY, 100033605

Signature of

Role Plan administrator
Date 2020-07-25
Name of individual signing MARION CAPPIELLO
Role Employer/plan sponsor
Date 2020-07-25
Name of individual signing MARION CAPPIELLO

Agent

Name Role Address
JOYCE MERTZ-GILMORE FOUNDATION Agent 218 EAST 18TH ST., NEW YORK, NY, 10003

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 218 EAST 18TH STREET, NEW YORK, NY, United States, 10003

History

Start date End date Type Value
1976-09-07 2002-05-07 Name JOYCE MERTZ-GILMORE FOUNDATION
1976-02-24 1976-09-07 Name JOYCE MERTZ GILMORE FOUNDATION
1973-08-29 2002-05-07 Address 39 W. 11TH ST., NEW YORK, NY, 10011, USA (Type of address: Service of Process)
1959-09-11 1976-02-24 Name THE MERTZ FOUNDATION

Filings

Filing Number Date Filed Type Effective Date
020507000957 2002-05-07 CERTIFICATE OF AMENDMENT 2002-05-07
B526116-2 1987-07-27 ASSUMED NAME CORP INITIAL FILING 1987-07-27
A900040-3 1982-09-03 CERTIFICATE OF AMENDMENT 1982-09-03
A340629-7 1976-09-07 CERTIFICATE OF AMENDMENT 1976-09-07
A295359-7 1976-02-24 CERTIFICATE OF AMENDMENT 1976-02-24
A95741-3 1973-08-29 CERTIFICATE OF AMENDMENT 1973-08-29
792434-9 1969-10-31 CERTIFICATE OF AMENDMENT 1969-10-31
177419 1959-09-11 CERTIFICATE OF INCORPORATION 1959-09-11

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-2872722 Corporation Unconditional Exemption 218 E 18TH ST, NEW YORK, NY, 10003-3605 1963-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Central - This code is used if the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2022-12
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount -
Income Amount -
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201912
Filing Type P
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201612
Filing Type P
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201512
Filing Type P
Return Type 990PF
File View File
Organization Name MERTZ GILMORE FOUNDATION
EIN 13-2872722
Tax Period 201512
Filing Type P
Return Type 990T
File View File

Date of last update: 18 Mar 2025

Sources: New York Secretary of State