Gigi & Averell H Mortimer Foundation

EIN 46-4323935 • Harriman, NY

PO Box 1022Harriman, NY 10926

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Higher debt load relative to assets than 76% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

0.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

99%

Higher net margin than 96% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Higher top officer pay than 76% of similar nonprofits.

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

NTEE T • $1M-$5M nonprofits • Source year 2024

56%

Faster asset growth than 91% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

44%

Faster revenue growth than 58% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets76th percentile

Assets

$1,431,678

Up $511,354 (+56%) from 2023

Liabilities

Flat

$58

Flat from 2023

Net Assets

$1,431,620

Up $511,354 (+56%) from 2023

Operations

Liabilities / Revenue76th percentile Net Margin96th percentile

Revenue

$516,046

Up $156,988 (+44%) from 2023

Expenses

$4,692

Up $452 (+11%) from 2023

Net Income

$511,354

Up $156,536 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$1,431,678

Liabilities$58

Net Assets$1,431,620

Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$516,046

Expenses$4,692

Net Income$511,354

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,431,678
Liabilities: $58
Net assets: $1,431,620
Revenue: $516,046
Expenses: $4,692
Net income: $511,354

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43	$0.52	$0.00	$0.51
2023Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.36	$0.00	$0.35
2022Detailed filing. Detailed filing data is available for this year.	$0.57	$0.00	$0.57	$0.10	$0.00	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47	$0.16	$0.00	$0.16
2020Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.18	$0.00	$0.18
2019Detailed filing. Detailed filing data is available for this year.	$0.12	$0.00	$0.12	$0.12	$0.00	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.10	$0.11	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.01	$0.00	$0.01	$0.19	$0.22	$0.03
2015Summary only. Only limited summary data is available for this year.	$0.09	$0.00		$0.06	$0.01	$0.05
2014Summary only. Only limited summary data is available for this year.	$0.05	$0.00		$0.05	$0.01	$0.05

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 7, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JEAN M MORTIMER	Chairman	-	$0	-	-
AVERELL H MORTIMER	President/Treasurer	-	$0	-	-
MAXWELL H MORTIMER	Secretary	-	$0	-	-
HUME R STEYER	Assistant Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Gigi & Averell H Mortimer Foundation
EIN: 46-4323935
In Care Of: % ARDEN ASSET MANAGEMENT INC
Phone: 2124462002
Address: PO Box 1022, Harriman, NY 10926

Signing Officer

Name: Averell Mortimer
Title: President
Phone: 2124462043
Signed: 2025-05-07
Discuss with paid preparer: Yes

Preparer

Firm: Pioneer Square Advisorsllc
Address: 2101 4TH AVENUE SUITE 860, SEATTLE, WA 98121
Preparer: Kenneth Ragsdale
Phone: 2068384880

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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1022
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Harriman
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10926
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ARDEN ASSET MANAGEMENT INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2124462043
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	AVERELL MORTIMER AND JEAN MORTIMER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
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/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	56288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	2396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	2396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	2396
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2396
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	53892
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	A MORTIMER GRANTOR - M FAMILY 20
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 1022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	HARRIMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10926
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	308349
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	168
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	187661
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1646
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1646
TaxesSchedule/TaxesDetail/Amt	0	162
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	11
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	AVERELL MORTIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2124462043
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GIGI & AVERELL H MORTIMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	GIGI
ReturnHeader/Filer/EIN	0	464323935
ReturnHeader/Filer/InCareOfNm	0	% ARDEN ASSET MANAGEMENT INC
ReturnHeader/Filer/PhoneNum	0	2124462002
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 1022
ReturnHeader/Filer/USAddress/CityNm	0	Harriman
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10926
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PIONEER SQUARE ADVISORSLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2101 4TH AVENUE SUITE 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	98121
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2068384880
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KENNETH RAGSDALE
ReturnHeader/ReturnTs	0	2025-05-09T13:22:56-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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