Gerald and Claire Gerath Foundation Tr

990PF • Fiscal year 2020 • EIN 26-6648184

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile

24 Arapahoe RdWest Hartford, CT 06107

(860) 232-7200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

-95%

Higher net margin than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

-5.8%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

-32%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,407,038

Down $86,736 (-5.8%) from 2019

Net Assets

Down

$1,407,038

Down $86,736 (-5.8%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin8th percentile

Revenue

Down

$89,459

Down $41,535 (-32%) from 2019

Expenses

Down

$174,700

Down $6,588 (-3.6%) from 2019

Net Income

Down

-$85,241

Down $34,947 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$1,407,038

Liabilities$0

Net Assets$1,407,038

Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$89,459

Expenses$174,700

Net Income-$85,241

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 5, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
OWEN EAGAN	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Gerald and Claire Gerath Foundation
EIN: 26-6648184
Phone: 8602327200
Address: 24 ARAPAHOE RD, WEST HARTFORD, CT 06107

Signing Officer

Name: Owen Eagan
Title: Trustee
Signed: 2021-11-05
Discuss with paid preparer: Yes

Preparer

Firm: Gitlincampiseprendergast LLC
Address: 836 FARMINGTON AVE STE 221A, WEST HARTFORD, CT 06119-1574
Preparer: John J Prendergast
Phone: 8602365833

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	285805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	369363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	371081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	360453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PEOPLES UNITED MM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	AMERIPRISE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	LPL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	ST GERMAIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	501
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	34700
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	1483647
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1387203
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-531008
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-617744
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1715716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	8398
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1707318
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	25736
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	84499
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1689980
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1715716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	140000
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	OWEN EAGAN
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8602327200
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION MADE CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN ITS ORGANIZATION DOCUMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	1
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	APPLICATION IS TO BE A WRITTEN REQUEST WITH NAME AND PURPOSE OF ORGANIZATION DETAILING THE USE OF REQUESTED FUNDS.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8602327200
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	06110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	60000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	60000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROVIDE BENEFITS FOR HEALTH, WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROVIDE BENEFITS FOR HEALTH, WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PROVIDE BENEFITS FOR HEALTH, WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	OUR COMPANIONS DOMESTIC A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	OUT TO PASTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	THE SIMON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	P O BOX 673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	P O BOX 310174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	120 RESCUE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEWINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	06131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	06002
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	140000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	140000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	140000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	140000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	11135
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	11135
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	11135
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1495
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	INTEREST/DIVIDENDS ADDITIONAL 1099 INCOME (NET SCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	480
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	13907
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	5000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	480
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	13907
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	5000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	13907
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	75
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	1103
TaxesSchedule/TaxesDetail/Amt	0	1103
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1103
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	OWEN EAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GERALD AND CLAIRE GERATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	GERA
ReturnHeader/Filer/EIN	0	266648184
ReturnHeader/Filer/PhoneNum	0	8602327200
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	24 ARAPAHOE RD
ReturnHeader/Filer/USAddress/CityNm	0	WEST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	060671881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GITLINCAMPISEPRENDERGAST LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	836 FARMINGTON AVE STE 221A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	061191574
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8602365833
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN J PRENDERGAST
ReturnHeader/ReturnTs	0	2021-11-11T08:23:00-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	EAGEN
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,407,038
Liabilities: $0
Net assets: $1,407,038
Revenue: $89,459
Expenses: $174,700
Net income: -$85,241

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.08	$0.14	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.08	$0.15	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.10	$0.16	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.38	$0.00	$1.38	$0.12	$0.15	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.09	$0.17	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$1.49	$0.00	$1.49	$0.13	$0.18	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$1.55	$0.00	$1.55	$0.12	$0.18	$0.05
2017Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60	$0.10	$0.14	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$1.64	$0.00	$1.64	$0.08	$0.15	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$1.71	$0.00	$1.71	$0.11	$0.18	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.12	$0.23	$0.11