Private foundation
LIBERTY, NYEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $244,688 | $365,874 | $365,124 | $1,611,412 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 21% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Regional Food Bank of Northeastern New YorkMatched to this organization because 14 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CornwallonHudson, NY | Contribution to address the health crisis and deliver healthy meals to those in need. | $10,000 | 2021 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Gerry | President/Director | 0.00 | $0 |
| Adam Gerry | Vice President/Director | 1.00 | $0 |
| Michael Fitzpatrick | Vice President | 2.00 | $0 |
| Teri Beimler | Secretary |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,611,412 |
| FY2024 | 990-PF | $87,267 | $86,496 | $56,850 | $1,732,598 | $1,732,598 |
| FY2023 | 990-PF | $134,434 | $141,350 | $138,850 | $1,731,827 | $1,731,827 |
| FY2022 | 990-PF | $148,407 | $72,150 | $69,650 | $1,738,743 | $1,738,743 |
| FY2021 | 990-PF | $122,875 | $121,586 | $120,986 | $1,662,486 | $1,662,486 |
| FY2020 | 990-PF | $122,761 | $100,136 | $97,636 | $1,661,197 | $1,661,197 |
| FY2019 | 990-PF | $169,598 | $100,004 | $99,104 | $1,638,572 | $1,638,572 |
| FY2018 | 990-PF | $111,104 | $94,684 | $94,684 | $1,568,978 | $1,568,978 |
| FY2017 | 990-PF | $77,746 | $79,203 | $76,003 | $1,552,558 | $1,552,558 |
| FY2016 | 990-PF | $102,673 | $30,728 | $29,728 | $1,554,015 | $1,554,015 |
| The Center for DiscoveryHarris, NY | Contribution to support a center providing health, wellness and educational services. | $10,000 | 2019 |
| United Methodist Church of LibertyLiberty, NY | Contribution to restore Church's pipe organ making organ concerts possible for residents of and visitors to Liberty. | $10,000 | 2023 |
| Saint Agatha FoundationJenkintown, PA | Contribution to support individuals in central NY afflicted with breast cancer. | $10,000 | 2024 |
| Autry Museum of the American WestLos Angeles, CA | Contribution to museum that brings together the stories of the peoples of the American West. | $10,000 | 2018 |
| Shadowland FoundationEllenville, NY | Contribution to support theater and educational programs offered by Shadowland Stages. | $10,000 | 2025 |
| Jewish Federation of Collier CountyMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Naples, FL | Contribution to program that supports programs for Jewish people in need in Collier county. | $10,000 | 2016 |
| The Center for DiscoveryHarris, NY | Contribution to support a center providing health, wellness and educational services. | $10,000 | 2018 |
| Columbia Business SchoolNew York, NY | Contribution to the provision of world class education and the preparation of leaders. | $10,000 | 2018 |
| The Frederick Gunn SchoolWashington, CT | Contribution to support the Parents Fund and to further Mr. Gunn's mission. | $10,000 | 2023 |
| Community Foundation of Orange & Sullivan CountyMontgomery, NY | Contribution to address the health crisis and deliver healthy meals to those in need. | $10,000 | 2021 |
| Naples Performing Arts CenterNaples, FL | Contribution to fund the production of shows and scholarships to award students the opportunity to train at the center. | $10,000 | 2023 |
| NYSP Liberty TroopersLiberty, NY | Contribution to renovate the existing Liberty barracks for State police members. | $10,000 | 2021 |
| Catskill Art Society IncLivingston Manor, NY | Contribution to orgnization that promotes interest, participation, and enjoyment of the arts. | $7,500 | 2017 |
| SPCA of Sullivan CountyRock Hill, NY | Contribution to support the construction and equipping of SPCA's quarantine building. | $7,000 | 2018 |
| Sullivan County Federation for the HomelessMonticello, NY | Contribution to provide assistance for the homeless in Sullivan County. | $6,500 | 2024 |
| Sullivan County Federation for the HomelessMonticello, NY | Contribution to provide food and shelter for the homeless in Sullivan County. | $6,000 | 2019 |
| The Delaware CompanyBarryville, NY | Contribution to support the historical preservation of Fort Delaware Museum. | $5,000 | 2022 |
| Sullivan County Land Bank CorporationMonticello, NY | Contribution to the effort to return vacant, abandoned and delinquent properties to productive use. | $5,000 | 2018 |
| WJFF Radio CatskillJeffersonville, NY | Contribution to build and outfit a new studio for WJFF. | $5,000 | 2021 |
| Community Foundation of Orange & Sullivan CountyMontgomery, NY | Contribution to support local nonprofits adversely affected by the pandemic. | $5,000 | 2021 |
| Hudson Valley Council Boy Scouts of AmericaNewburgh, NY | Contribution to support the revitalization project at Camp Nooteeming. | $5,000 | 2019 |
| Hospice of Orange & Sullivan CountyNewburgh, NY | Contribution to program that provides support and care for persons in the final stages of life. | $5,000 | 2017 |
| Friends of New Hope IncBarryville, NY | Contribution to New Hope Manor, a residential substance abuse program for women. | $5,000 | 2018 |
| Reading is FundamentalWashington, DC | Contribution to provide important books and resources to children around the country who need them the most. | $5,000 | 2023 |
| 2.00 |
| $0 |
| Peter Racette | Treasurer | 2.00 | $0 |
| Annelise Gerry | Director | 0.00 | $0 |
| Robyn Gerry | Director | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Oct 31, 2024IRS bulk XML
Filing id 202531829349100803
Form 990-PF · FY2023 · period ending Oct 31, 2023IRS bulk XML
Filing id 202422399349100112
Form 990-PF · FY2022 · period ending Oct 31, 2022
Filing id 202341809349100214
Form 990-PF · FY2021 · period ending Oct 31, 2021
Filing id 202202389349100105
Form 990-PF · FY2020 · period ending Oct 31, 2020
Filing id 202102439349100310
Form 990-PF · FY2019 · period ending Oct 31, 2019
Filing id 202042589349100509
Form 990-PF · FY2018 · period ending Oct 31, 2018
Filing id 201942419349100304
Form 990-PF · FY2017 · period ending Oct 31, 2017
Filing id 201842579349100514
Form 990-PF · FY2016 · period ending Oct 31, 2016
Filing id 201712269349100601
Form 990-PF · FY2015 · period ending Oct 31, 2015
Filing id 201612589349100601
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.