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Nonprofit · EIN 20-8075415

BRUCE G GEARY FOUNDATION

Tax-exempt · STATEN ISLAND, NY 10314

Financials

$1.5M$2M2023$3.9M$2.1M2024$3.9M$2.3M2025
Revenue Expenses · by fiscal year end
Financials of BRUCE G GEARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,938,891$2,335,805$1,603,086$24,159,668$0$24,159,668
December 31, 2024990-PF$3,911,232$2,086,063$1,825,169$22,569,662$0$22,569,662
December 31, 2023990-PF$1,545,079$1,989,632-$444,553$20,733,866$0$20,733,866
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$383,628
Interest
$64,551
Net gain from sales of assets
$3,489,197
Other income
$1,515

Expenses

Grants and similar amounts paid
$1,357,000
Compensation of officers, directors and key employees
$400,000
Disbursements for charitable purposes
$1,571,986
Excise tax on investment income
$43,858

Balance sheet and other

Total assets, start of year
$22,569,662
Total assets, end of year
$24,159,668
Total liabilities, end of year
$0
Net assets, end of year
$24,159,668
Fair market value of assets
$35,476,372
Qualifying distributions
$1,571,986
Net investment income
$3,919,045

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW SMITH
PO BOX 140732, STATEN ISLAND, NY 10314
PRESIDENT35$105,000
CATHY CARLSON
PO BOX 140732, STATEN ISLAND, NY 10314
TREASURER30$105,000
TIMOTHY PEZZOLI
PO BOX 140732, STATEN ISLAND, NY 10314
SECRETARY30$105,000
JOHN KOSINSKI
PO BOX 140732, STATEN ISLAND, NY 10314
DIRECTOR15$85,000
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
RAYMOND J PEZZOLI
PO BOX 140732, STATEN ISLAND, NY 10314
VICE PRESIDE30$105,000
MATTHEW SMITH
PO BOX 140732, STATEN ISLAND, NY 10314
PRESIDENT30$105,000
CATHY CARLSON
PO BOX 140732, STATEN ISLAND, NY 10314
TREASURER30$105,000
JOHN KOSINSKI
PO BOX 140732, STATEN ISLAND, NY 10314
DIRECTOR15$85,000
TIMOTHY PEZZOLI
PO BOX 140732, STATEN ISLAND, NY 10314
SECRETARY30$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
RAYMOND J PEZZOLI
686 FOREST AVENUE, STATEN ISLAND, NY 10310
PRESIDENT30$100,000
MATTHEW SMITH
4 CARLISLE COURT, HOLMDEL, NJ 07733
SECRETARY/TR30$100,000
CATHY CARLSON
192 SLOSSON AVENUE, STATEN ISLAND, NY 10314
VICE PRESIDE20$100,000
JOHN KOSINSKI
29 HAUGHWOUT AVENUE, STATEN ISLAND, NY 10302
DIRECTOR15$80,000

Address and contacts

Address (IRS master file)
PO BOX 140732, STATEN ISLAND, NY 10314-0732
In care of
% RAYMOND J PEZZOLI ESQ
Signed the 990-PF
MATTHEW SMITH, PRESIDENT
Phone
(917) 656-0372
Return prepared by
DASZKOWSKI TOMPKINS WEG & CARBONELLA 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8075415
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$24,159,668
Income (IRS master file)
$35,479,532

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,938,891$2,335,805$24,159,668IRS
990-PFDecember 2024$3,911,232$2,086,063$22,569,662IRS
990-PFDecember 2023$1,545,079$1,989,632$20,733,866XML
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 20-8075415).

Questions about BRUCE G GEARY FOUNDATION

What is the EIN of BRUCE G GEARY FOUNDATION?
The employer identification number (EIN) of BRUCE G GEARY FOUNDATION is 20-8075415.
Is BRUCE G GEARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to BRUCE G GEARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRUCE G GEARY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BRUCE G GEARY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BRUCE G GEARY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BRUCE G GEARY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $105,000 (MATTHEW SMITH, PRESIDENT).
How much revenue does BRUCE G GEARY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,938,891, expenses of $2,335,805 and total assets of $24,159,668 at year end.

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