THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349103393
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T16:10:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020674077 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH N FOX CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 NORTH PARK AVENUE | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133178179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND LUCILLE GILDIN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9147394605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 HENRY HUDSON PARKWAY 7F | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104634716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHA GILDIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147394605 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARSHA | PersonFirstNm |
| Person Last | GILDIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH N FOX | PreparerPersonNm |
| PTIN | P00152942 | PTIN |
| Phone | 5165364001 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,329,167 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $460,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $50,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,005 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,005 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,534 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,892 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,701 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,701 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,027 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,027 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $205,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $177,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $283,346 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $121,214 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,384 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $68,941 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $817,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $758,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $798,948 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,436 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,905 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,905 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,245,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,176,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,329,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,245,830 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,176,287 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,245,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,176,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,245,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,176,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,245,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,177,688 | SubtotalAmt |
| Other Decreases | $1,401 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,176,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 169 SH BLACKROCK ESG CAP ALLO TR | P | 2021-09-28 | 2022-09-26 | $2,217 | $3,303 | -$1,086 | -$1,086 |
| 204.703 SH BLACKROCK HI YIELD BD | P | 2021-05-28 | 2022-05-11 | $1,425 | $1,580 | -$155 | -$155 |
| 75 SH BLACKROCK LTD DURATION INC | P | 2022-08-22 | 2022-09-26 | $940 | $1,005 | -$65 | -$65 |
| 200.945 SH COHEN & STEERS LOW DUR | P | 2022-05-11 | 2022-09-26 | $1,804 | $1,860 | -$56 | -$56 |
| 86.706 SH COHEN & STEERS PREF | P | 2021-05-28 | 2022-05-11 | $1,083 | $1,210 | -$127 | -$127 |
| 74.85 SH HARTFORD SCHRODER EM MKT | P | 2021-12-29 | 2022-05-11 | $1,135 | $1,414 | -$279 | -$279 |
| 375.771 SH HARTFORD SCHRODERS INTL STK | P | 2022-05-11 | 2022-09-26 | $4,660 | $5,359 | -$699 | -$699 |
| 134.183 SH PIMCO INCOME | P | 2021-05-28 | 2022-05-11 | $1,463 | $1,596 | -$133 | -$133 |
| 375.605 SH PIMCO INVEST GRADE CRED BD | P | 2021-05-28 | 2022-09-26 | $3,292 | $3,669 | -$377 | -$377 |
| 2808.614 SH PIMCO REAL RETURN | P | 2022-05-11 | 2022-08-01 | $31,148 | $31,473 | -$325 | -$325 |
| 385.168 SH PIMCO TOTAL RETURN | P | 2022-05-11 | 2022-09-26 | $3,270 | $3,524 | -$254 | -$254 |
| 4 SH WALMART INC | P | 2022-09-06 | 2022-09-26 | $524 | $529 | -$5 | -$5 |
| 3 SH ABBVIE INC COM | P | 2020-12-16 | 2022-09-26 | $422 | $310 | $112 | $112 |
| 10 SH ACCENTURE PLC | P | 2017-05-02 | 2022-09-26 | $3,180 | $1,361 | $1,819 | $1,819 |
| 3 SH ADOBE INC | P | 2017-12-18 | 2022-03-09 | $1,353 | $530 | $823 | $823 |
| 13 SH ALPHABET INC | P | 2017-05-02 | 2022-09-26 | $1,297 | $611 | $686 | $686 |
| 9 SH AMAZON COM INC | P | 2019-01-02 | 2022-09-26 | $1,055 | $690 | $365 | $365 |
| 1 SH AMERICAN TOWER CORP | P | 2018-04-25 | 2022-09-26 | $226 | $136 | $90 | $90 |
| 1 AMERIPRISE FINCL INC | P | 2018-07-16 | 2022-09-26 | $258 | $142 | $116 | $116 |
| 3752.701 SH BLACKROCK HI YIELD BD | P | 2018-02-26 | 2022-05-11 | $26,119 | $28,879 | -$2,760 | -$2,760 |
| 2 SH CHUBB LTD | P | 2018-03-06 | 2022-09-26 | $352 | $281 | $71 | $71 |
| 4 SH CISCO SYS INC | P | 2020-02-19 | 2022-09-26 | $164 | $183 | -$19 | -$19 |
| 2069.534 SH COHEN & STEERS PREF SEC | P | 2021-02-01 | 2022-05-11 | $25,848 | $29,653 | -$3,805 | -$3,805 |
| 16 SH COMCAST CORP (NEW) | P | 2017-05-02 | 2022-09-26 | $499 | $627 | -$128 | -$128 |
| 31 SH FIDELITY NATL INFORMATION | P | 2019-09-17 | 2022-08-22 | $3,032 | $4,135 | -$1,103 | -$1,103 |
| 12 SH GILEAD SCIENCE | P | 2021-03-17 | 2022-09-26 | $753 | $774 | -$21 | -$21 |
| 6141.669 SH HARTFORD SCHRODER EM MKT | P | 2019-09-30 | 2022-05-11 | $96,945 | $94,277 | $2,668 | $2,668 |
| 17 SH HOME DEPOT INC | P | 2017-05-02 | 2022-09-26 | $5,647 | $2,659 | $2,988 | $2,988 |
| 1 SH HONEYWELL INTL INC | P | 2017-09-18 | 2022-09-26 | $171 | $131 | $40 | $40 |
| 12 SH INTERCONTIENTAL EXCHANGE INC | P | 2018-03-06 | 2022-09-26 | $1,509 | $874 | $635 | $635 |
| 268 SH ISHARES GLOBAL CLEAN ENERGY | P | 2018-02-26 | 2022-09-26 | $5,397 | $2,548 | $2,849 | $2,849 |
| 350 SH ISHARES RUSSELL MID-CAP | P | 2018-02-26 | 2022-09-26 | $25,686 | $18,445 | $7,241 | $7,241 |
| 19 SH ISHARES RUSSELL 2000 ETF | P | 2018-02-26 | 2022-09-26 | $3,201 | $2,928 | $273 | $273 |
| 11 SH ISHARES TIPS BOND ETF | P | 2019-08-26 | 2022-09-26 | $1,179 | $1,291 | -$112 | -$112 |
| 2 SH JPMORGAN CHASE & CO | P | 2018-10-08 | 2022-09-26 | $217 | $228 | -$11 | -$11 |
| 24 SH JPMORGAN ULTRA-SHORT INCOME | P | 2020-12-11 | 2022-09-26 | $1,203 | $1,219 | -$16 | -$16 |
| 5 SH LOWES COMPANIES INC | P | 2017-05-02 | 2022-09-26 | $947 | $427 | $520 | $520 |
| 2 SH MARSH & MCLENNAN COS INC | P | 2018-03-06 | 2022-09-26 | $303 | $166 | $137 | $137 |
| 5 SH MEDTRONIC PLC | P | 2017-05-02 | 2022-09-26 | $410 | $423 | -$13 | -$13 |
| 10 SH MICROSOFT CORP | P | 2017-12-18 | 2022-09-26 | $2,410 | $892 | $1,518 | $1,518 |
| 3 SH MONDELEZ INTL INC COM | P | 2018-03-14 | 2022-09-26 | $177 | $133 | $44 | $44 |
| 2 SH O'REILLY AUTOMOTIVE INC | P | 2018-03-06 | 2022-09-26 | $1,353 | $495 | $858 | $858 |
| 5 SH PALTO ALTO NETWORKS INC | P | 2020-12-16 | 2022-03-09 | $2,727 | $1,616 | $1,111 | $1,111 |
| 996 SH PIMCO DYNAMIC INCOME FD | P | 2013-04-08 | 2022-08-22 | $21,409 | $27,174 | -$5,765 | -$5,765 |
| 4757.616 SH PIMCO INCOME | P | 2018-02-26 | 2022-05-11 | $51,939 | $55,981 | -$4,042 | -$4,042 |
| 3361.666 SH PIMCO INVEST GRADE CREDIT BD | P | 2018-02-26 | 2022-05-11 | $30,960 | $34,471 | -$3,511 | -$3,511 |
| 121 SH PNC FINL SVCS | P | 2021-02-01 | 2022-03-09 | $22,688 | $17,474 | $5,214 | $5,214 |
| 2 SH PROCTER & GAMBLE | P | 2019-02-06 | 2022-09-26 | $272 | $196 | $76 | $76 |
| 1 SH RAYTHEON TECHNOLOGIES CORP | P | 2019-09-30 | 2022-09-26 | $82 | $75 | $7 | $7 |
| 21 SH REPUBLIC SERVICES INC | P | 2018-06-11 | 2022-09-26 | $2,723 | $1,446 | $1,277 | $1,277 |
| 3 SH ROCKWELL AUTOMATION INC | P | 2017-05-02 | 2022-09-26 | $661 | $466 | $195 | $195 |
| 1 SH SALESFORCE INC | P | 2020-07-27 | 2022-09-26 | $150 | $190 | -$40 | -$40 |
| 2 SH THERMO FISHER SCIENTIFIC | P | 2018-03-06 | 2022-07-11 | $1,092 | $424 | $668 | $668 |
| 24 SH TJX COS INC | P | 2017-05-02 | 2022-09-26 | $1,616 | $942 | $674 | $674 |
| 2 SH UNITEDHEALTH GP INC | P | 2018-02-12 | 2022-09-26 | $1,011 | $448 | $563 | $563 |
| 2 SH VISA INC | P | 2017-05-02 | 2022-09-26 | $369 | $185 | $184 | $184 |
| 1 SH WALT DISNEY CO HLDG CO | P | 2018-03-06 | 2022-09-26 | $100 | $103 | -$3 | -$3 |
| 1000 AT&T CORP | P | 2004-06-09 | 2022-09-26 | $1,023 | $918 | $105 | $105 |
| 55000 COMCAST CORP NEW | P | 2000-02-28 | 2022-11-15 | $55,019 | $54,862 | $157 | $157 |
| 2000 NEW ENG TEL TELEG | P | 2002-08-01 | 2022-09-26 | $2,178 | $2,021 | $157 | $157 |
| CAPITAL GAINS DIVIDENDS | P | $119 | $119 | $119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,450 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,905 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,905 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,822 | OverpaymentAmt |
| Applied To ES Tax | $2,822 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARSHA GILDIN | IndividualWithBooksNm |
| Phone | 9147394605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 HENRY HUDSON PARKWAY APT 7F | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104634716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARSHA GILDIN | ||||||||
| 66 OVERLOOK TERRACE | NEW YORK | NY | 10040 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| JANIS GILDIN | ||||||||
| 177 FURNACE DOCK RD | CORTLANDT MANOR | NY | 10566 | SECRETARY | 3.00 | $0 | $0 | $0 |
| BETH GILDIN WATROUS | ||||||||
| 659 BRATTLEBORO RD | BERNARDSTON | MA | 01337 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,320,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,447,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,447,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,426,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83 | TotalTaxAmt |
| Distributable Before Adj | $71,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,222 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,890 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $9,722 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,479 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,201 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,890 | ExcessFromYear4Amt |
| Excess From Current Year | $4,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN FRIENDS OF COMMBATANTS FOR PEACE | |||||
| 48 WALL STREET SUITE 1100 | NEW YORK | NY | 10005 | GENL CHARITABLE PURPOSES | $1,016 |
| AMERICAN FRIENDS OF NEVE SHALOM (OASIS OF PEACE) | |||||
| 229 N CENTRAL AVESUITE 401 | GLENDALE | CA | 91203 | GENL CHARITABLE PURPOSES | $2,000 |
| AMERICAN HUMANE ASSOCIATION | |||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | GENL CHARITABLE PURPOSES | $1,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | GENL CHARITABLE PURPOSES | $1,030 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | GENL CHARITABLE PURPOSES | $500 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE | |||||
| 1310 L STREET NW | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $500 |
| BOND STREET THEATRE | |||||
| 2 BOND STREET | NEW YORK | NY | 10012 | GENL CHARITABLE PURPOSES | $525 |
| BRENNAN CENTER FOR JUSTICE | |||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | GENL CHARITABLE PURPOSES | $1,500 |
| CENTER FOR TRADITIONAL MUSIC AND DANCE | |||||
| 32 BROADWAY SUITE 1314 | NEW YORK | NY | 10004 | GENL CHARITABLE PURPOSES | $2,000 |
| DANA FARBER-JIMMY FUND | |||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | GENL CHARITABLE PURPOSES | $515 |
| DOCTORS WITHOUT BORDERS | |||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | GENL CHARITABLE PURPOSES | $1,000 |
| EARTH JUSTICE | |||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | GENL CHARITABLE PURPOSES | $1,000 |
| ELEPHANT CIRCLE | |||||
| 8930 W 80TH DRIVE | ARVADA | CO | 80005 | GENL CHARITABLE PURPOSES | $5,000 |
| EYEWITNESS PALESTINE | |||||
| PO BOX 73798 | WASHINGTON | DC | 20056 | GENL CHARITABLE PURPOSES | $517 |
| FEEDING AMERICA | |||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | GENL CHARITABLE PURPOSES | $1,000 |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||
| 110 E 42ND STREET | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $1,000 |
| GOH PRODUCTIONS | |||||
| 239 E 5TH ST | NEW YORK | NY | 10003 | GENL CHARITABLE PURPOSES | $2,000 |
| GREAT WHALE CONSERVANCY | |||||
| 694 LOWER BROWNS CR ROAD | BURNSVILLE | NC | 28714 | GENL CHARITABLE PURPOSES | $500 |
| GREENFIELD CENTER SCHOOL | |||||
| 739 BERNARDSTON ROAD | GREENFIELD | MA | 01301 | GENL CHARITABLE PURPOSES | $5,000 |
| HESPERIAN HEALTH GUIDES | |||||
| 1919 ADDISON ST | BERKELEY | CA | 94704 | GENL CHARITABLE PURPOSES | $1,029 |
| HIAS | |||||
| 333 7TH AVE | NEW YORK | NY | 10001 | GENL CHARITBALE PURPOSES | $2,060 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | |||||
| 1400 16TH STREET NW SUITE 510 | WASHINGTON | DC | 20036 | GENL CHARITABLE PURPOSES | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | GENL CHARITABLE PURPOSES | $1,030 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||
| 305 7TH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $1,000 |
| LAKOTA PEOPLE'S LAW PROJECT | |||||
| 210 HIGH STREET | SANTA CRUZ | CA | 95060 | GENL CHARITABLE PURPOSES | $2,065 |
| MADRE | |||||
| 121 W 27TH STREET | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $1,000 |
| NATIONAL YIDDISH THEATRE FOLKSBIENE | |||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | GENL CHARITABLE PURPOSES | $510 |
| NEW ISRAEL FUND | |||||
| 6 EAST 39TH STREET | NEW YORK | NY | 10016 | GENL CHARITABLE PURPOSES | $500 |
| NONVIOLENCE INTERNATIONAL | |||||
| PO BOX 39127 FRIENSHIP STATION NW | WASHINGTON | DC | 20016 | GENL CHARITABLE PURPOSES | $2,000 |
| PARTNERS IN HEALTH | |||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | GENL CHARITABLE PURPOSES | $1,046 |
| PU'UHONUA SOCIETY | |||||
| PO BOX 3080 | HONOLULU | HI | 96802 | GENL CHARITABLE PURPOSES | $1,000 |
| RONALD MCDONALD HOUSE | |||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | GENL CHARITABLE PURPOSES | $532 |
| ROSSING CENTER FOR ED & DIAGLOGUE (AMERICA GIVES) | |||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | GENL CHARITABLE PURPOSES | $2,000 |
| SANDY HOOK PROMISE FOUNDATION INC | |||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | GENL CHARITABLE PURPOSES | $2,065 |
| SAVE A CHILD'S HEART | |||||
| PO BOX 59172 | POTOMAC | MD | 20859 | GENL CHARITABLE PURPOSES | $1,046 |
| SESAME WORKSHOP | |||||
| ONE LINCOLN PLAZA | NEW YORK | NY | 10023 | GENL CHARITABLE PURPOSES | $1,034 |
| SOLE4SOULS INC | |||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | GENL CHARITABLE PURPOSES | $523 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | GENL CHARITABLE PURPOSES | $2,040 |
| THE ABRAHAM INITIATIVES | |||||
| 1460 BROADWAY SUITE 9021 | NEW YORK | NY | 10036 | GENL CHARITABLE PURPOSES | $517 |
| UNION OF CONCERNED SCIENTISTS | |||||
| 2 BRATTLE SQUARE SUITE 6 | CAMBRIDGE | MA | 02138 | GENL CHARITABLE PURPOSES | $500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | GENL CHARITABLE PURPOSES | $515 |
| VISION MAKER MEDIA | |||||
| 1800 N 33RD STREET | LINCOLN | NE | 68503 | GENL CHARITABLE PURPOSES | $515 |
| VOICES PROJECT USA | |||||
| 594 DEAN STREET | BROOKLYN | NY | 11238 | GENL CHARITABLE PURPOSES | $1,000 |
| WESTCHESTER LAND | |||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | GENL CHARITABLE PURPOSES | $500 |
| WHEN WE ALL VOTE | |||||
| 1156 15TH ST NW SUITE 1000 | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $1,650 |
| WHITE RIBBON ALLIANCE | |||||
| 1100 17TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | GENL CHARITABLE PURPOSES | $1,000 |
| WORLD CENTRAL KITCHEN | |||||
| 655 NEW YORK AVE NW | WASHINGTON | DC | 20001 | GENL CHARITABLE PURPOSES | $630 |
| YES MAGAZINE | |||||
| 19608 JENSEN WAY NE STE 4 | POULSBO | WA | 98370 | GENL CHARITABLE PURPOSES | $259 |
| YIDDISH BOOK CENTER | |||||
| 1021 WEST ST | AMHERST | MA | 01002 | GENL CHARITABLE PURPOSES | $2,000 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | |||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | GENL CHARITABLE PURPOSES | $1,000 |
| AMERICAN FRIENDS OF THE PARENTS CIRCLE | |||||
| 2248 BROADWAY 1531 | NEW YORK | NY | 10024 | GENL CHARITABLE PURPOSES | $515 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||
| 220 EAST 42ND ST SUITE 400 | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $828 |
| LEGAL DEFENSE FUND | |||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | GENL CHARITABLE PURPOSES | $516 |
| METAD | |||||
| PO BOX 120183 | GRAND RAPIDS | MI | 49528 | GENL CHARITABLE PURPOSES | $2,000 |
| ONE VOICE MOVEMENT | |||||
| PO BOX 1577 | NEW YORK | NY | 10113 | GENL CHARITABLE PURPOSES | $1,680 |
| PROTECT DEMOCRACY PROJECT | |||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 20006 | GENL CHARITABLE PURPOSES | $500 |
| UNITED HELP UKRAINE | |||||
| PO BOX 83426 | GAITHERSBURG | MD | 20883 | GENL CHARITABLE PURPOSES | $1,525 |
| SOUTHERN PROVERTY LAW CENTER | |||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | GENL CHARITABLE PURPOSES | $500 |
| FRIENDS OF ASOR FUND | |||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | GENL CHARITABLE PURPOSES | $1,000 |
| REMATRIATION | |||||
| 102 1/2 CONCORD PLACE | SYRACUSE | NY | 13210 | GENL CHARITABLE PURPOSES | $500 |
| SAVE THE CHILDREN | |||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | GENL CHARITABLE PURPOSES | $818 |
| FRIENDS OF THE UNITED NATIONS POPULATION FUND | |||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | GENL CHARITABLE PURPOSES | $527 |
| FRIENDS OF THE EARTH | |||||
| 1101 15TH STREET | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $1,000 |
| RAZOM | |||||
| 140 2ND AVE | NEW YORK | NY | 10003 | GENL CHARITABLE PURPOSES | $824 |
| FOOD FOR SOUL | |||||
| PO BOX 134 | KELLER | TX | 76244 | GENL CHARITABLE PURPOSES | $269 |
| BIONEERS | |||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | GENL CHARITABLE PURPOSES | $530 |
| BIRTH FROM THE EARTH | |||||
| 15 MAIN STREET | NEW YORK | NY | 10701 | GENL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,701 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,450 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIV DIST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,610 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,365 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,365 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,375 | Amt |
| Net Investment Income | $11,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEW ENG TEL 7.87% 11/29 | $37,011 | $40,747 |
| AT&T CORP GLOBAL NTS 6.5% 3/29 | $25,373 | $28,194 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINANCIAL INC | $2,007 | $4,359 |
| ACCENTURE PLC IRELAND | $5,820 | $8,806 |
| ADOBE INC | $883 | $1,683 |
| ALPHABET INC CL A | $11,037 | $16,499 |
| AMERICAN TOWER CORP | $2,259 | $2,966 |
| BLACKROCK INC | $3,022 | $4,252 |
| CHUBB LTD | $4,253 | $6,839 |
| COMCAST CORP NEW CL A | $8,285 | $7,833 |
| HOME DEPOT INC | $6,424 | $10,423 |
| HONEYWELL INTL INC | $3,100 | $4,715 |
| INTERCONTINENTALEXCHANGE GROUP | $1,878 | $2,565 |
| LOWES COMPANIES INC | $7,044 | $16,338 |
| MARSH & MCLENNAN COS INC | $2,965 | $5,792 |
| MEDTRONIC PLC | $6,323 | $5,907 |
| MICROSOFT CORP | $14,543 | $34,294 |
| MONDELEZ INTL INC | $1,977 | $3,133 |
| O REILLY AUTOMOTIVE INC | $3,670 | $12,660 |
| ROCKWELL AUTOMATION INC NEW | $7,993 | $12,363 |
| THERMO FISHER SCIENTIFIC INC | $2,890 | $7,159 |
| TJX COS INC NEW | $3,341 | $6,368 |
| VISA INC CL A | $3,736 | $7,479 |
| WALT DISNEY CO | $2,232 | $1,824 |
| JP MORGAN CHASE & CO | $4,110 | $4,828 |
| REPUBLIC SERVICES INC | $6,220 | $11,609 |
| UNITEDHEALTH GROUP INC | $7,271 | $16,966 |
| AMAZON COM INC | $11,241 | $11,004 |
| COSTCO WHOLESALE CORP | $3,048 | $5,934 |
| PROCTER & GAMBLE CO | $4,284 | $6,062 |
| ABBVIE INC | $5,381 | $8,404 |
| CISCO SYS INC | $2,575 | $2,668 |
| PALO ALTO NETWORKS INC | $1,293 | $1,674 |
| RAYTHEON TECHNOLOGIES CORP | $1,808 | $2,422 |
| SALESFORCE.COM INC | $3,431 | $2,387 |
| AIR PROD & CHEM INC | $855 | $925 |
| GILEAD SCIENCE | $10,827 | $14,423 |
| WALMART INC | $9,116 | $9,783 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 ETF | AT COST | $40,486 | $45,857 |
| ISHARES RUSSELL MIDCAP ETF | AT COST | $62,324 | $80,670 |
| ISHARES GLOBAL CLEAN ENERGY | AT COST | $35,170 | $73,187 |
| PIMCO INVESTMENT GRADE CREDIT | AT COST | $29,463 | $27,622 |
| CALVERT INTERNATIONAL RESP | AT COST | $297,706 | $312,161 |
| HARTFORD SCHRODERS EMERGING | AT COST | $73,557 | $74,328 |
| ISHARES TIPS BD ETF | AT COST | $17,951 | $16,285 |
| JPMORGAN ULTRA-SHORT INC | AT COST | $17,065 | $16,844 |
| COHEN & STEERS PREF SEC&INC | AT COST | $25,836 | $25,038 |
| BLACKROCK ESG CAP ALLO TRUST | AT COST | $46,620 | $31,305 |
| BLACKROCK LTD DURATION | AT COST | $14,007 | $13,645 |
| PIMCO ACCESS INCOME FD | AT COST | $50,000 | $36,975 |
| PIMCO TOTAL RETURN | AT COST | $48,644 | $45,031 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $1,005 | LegalFeesAmt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $3,436 | BOYBookValueAmt |
| EOY Book Value | $2,905 | EOYBookValueAmt |
| EOYFMV | $2,905 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES FROM PRIOR YEARS | Desc |
| Amt | $1,401 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $9,892 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,892 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIV DIST | Desc |
| Revenue And Expenses Per Books | $1,610 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,610 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,086 | $1,086 | $0 |
| REAL ESTATE TAXES | $5,750 | $5,750 | $0 |
| EXCISE TAX | $198 | $198 | $0 |
| NYS FILING FEE | $500 | $500 | $0 |
Comments