Meridian Capital Foundation

Ralph Herzka Et Al Ttee
  • New York, NY
  • Tax exemption issued: Feb. 2014
  • EIN: 35-6943076

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$850,309
Expenses
$4,799,609
Net Income
-$3,949,300
Net Assets
$17,148,827
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
1.2%
Interest Revenue $14,775
1.7%
Dividends $296,816
34.9%
Sales of Assets $173,386
20.4%
Other Income $355,332
41.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,581,435
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,148,827
Total Liabilities $0
Net Assets $17,148,827
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Aaron Birnbaum (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$294,979
Expenses
$3,959,023
Net Income
-$3,664,044
Net Assets
$21,105,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $190,666
64.6%
Dividends $153,597
52.1%
Sales of Assets -$252,248
Other Income $202,964
68.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,714,540
93.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,105,052
Total Liabilities $0
Net Assets $21,105,052
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Aaron Birnbaum (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,012,725
Expenses
$7,753,959
Net Income
$258,766
Net Assets
$25,417,251
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,630,300
95.2%
Interest Revenue $56,716
0.7%
Dividends $111,829
1.4%
Sales of Assets $338,495
4.2%
Other Income -$124,615
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,746,201
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $25,417,251
Total Liabilities $0
Net Assets $25,417,251
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,454,150
Expenses
$5,787,480
Net Income
$3,666,670
Net Assets
$25,873,223
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,277,017
87.5%
Interest Revenue $11,677
0.1%
Dividends $108,273
1.1%
Sales of Assets $863,946
9.1%
Other Income $193,237
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,731,500
99.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $25,873,223
Total Liabilities $0
Net Assets $25,873,223
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,383,180
Expenses
$7,451,664
Net Income
-$68,484
Net Assets
$21,605,381
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,092,625
82.5%
Interest Revenue $16,577
0.2%
Dividends $129,523
1.8%
Sales of Assets $656,532
8.9%
Other Income $487,923
6.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,421,922
99.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,605,382
Total Liabilities $1
Net Assets $21,605,381
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,358,308
Expenses
$3,138,891
Net Income
$4,219,417
Net Assets
$21,444,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000,000
95.1%
Interest Revenue $47,177
0.6%
Dividends $154,980
2.1%
Sales of Assets $146,103
2.0%
Other Income $10,048
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,981,000
95.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,444,333
Total Liabilities $1
Net Assets $21,444,332
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,904,808
Expenses
$3,423,045
Net Income
$3,481,763
Net Assets
$16,968,315
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,500,000
> 100%
Interest Revenue $13,247
0.2%
Dividends $209,311
3.0%
Sales of Assets -$24,807
Other Income -$792,943
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,418,300
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,968,315
Total Liabilities $0
Net Assets $16,968,315
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,211,413
Expenses
$3,948,237
Net Income
-$736,824
Net Assets
$14,214,542
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,776,000
86.4%
Interest Revenue $22,709
0.7%
Dividends $120,815
3.8%
Sales of Assets $0
Other Income $291,889
9.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,946,600
100.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,214,542
Total Liabilities $0
Net Assets $14,214,542
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 18, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,479,828
Expenses
$4,066,497
Net Income
-$586,669
Net Assets
$15,855,327
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,784,000
> 100%
Interest Revenue $38,711
1.1%
Dividends $0
Sales of Assets $0
Other Income -$342,883
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,056,000
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,855,327
Total Liabilities $0
Net Assets $15,855,327
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Abraham Weinstock (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,288,337
Expenses
$3,112,249
Net Income
$2,176,088
Net Assets
$16,499,084
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,300,000
> 100%
Interest Revenue $49,965
0.9%
Dividends $0
Sales of Assets $0
Other Income -$61,628
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,110,500
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,499,084
Total Liabilities $0
Net Assets $16,499,084
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Jay Lobell (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,035,697
Expenses
$2,527,241
Net Income
$1,508,456
Net Assets
$14,496,102
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,280,000
> 100%
Interest Revenue $53,640
1.3%
Dividends $0
Sales of Assets $0
Other Income -$297,943
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,525,500
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,496,102
Total Liabilities $0
Net Assets $14,496,102
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Jay Lobell (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,794,642
Expenses
$302,161
Net Income
$7,492,481
Net Assets
$13,344,508
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,500,000
96.2%
Interest Revenue $206,966
2.7%
Dividends $0
Sales of Assets $0
Other Income $87,676
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300,000
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,344,508
Total Liabilities $0
Net Assets $13,344,508
Compensation
Key Employees and Officers Compensation Other
Ralph Herzka (Trustee) $0 $0
Jay Lobell (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
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  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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