THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201803099349100810
- Schema version
- 2017v2.2
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T16:34:53-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 NO 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 | 2018-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH N FOX | PreparerPersonNm |
| PTIN | P00152942 | PTIN |
| Phone | 5165364001 | PhoneNum |
| Preparation | 2018-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.125.160.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-24 | IPDt |
| IP Tm | 18:52:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D8391C414B6112C801874091CA8585BAAEE89FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 372846300B0513E563EAAEE957A76BDC4234A482 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $514,082 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$47,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$23,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,022 | 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 |
| Accounting Fees Rev And Expnss | $10,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,338 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $25,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $25,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $25,000 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $102,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $228,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $255,549 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $138,296 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $138,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $163,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $536,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $462,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $514,082 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,610 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $8,610 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $528,378 | CapitalStockBOYAmt |
| Capital Stock EOY | $462,124 | 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 | $528,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $462,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $462,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $528,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $462,124 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $462,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK RESOURCES & COMMODITIES STRATEGY TR | P | 2012-02-24 | 2017-04-04 | $3,727 | $6,955 | -$3,228 | -$3,228 |
| DUKE ENERGY CORP | P | 2009-09-14 | 2017-04-04 | $20,441 | $15,638 | $4,803 | $4,803 |
| EATON VANCE LTD DURATION INCOME FD | P | 2003-09-25 | 2017-05-02 | $42,490 | $56,602 | -$14,112 | -$14,112 |
| GENERAL MOTORS CO | P | 2004-06-24 | 2017-04-04 | $5,606 | $11,572 | -$5,966 | -$5,966 |
| JOHN HANCOCK PREFERRED INCOME FD III | P | 2012-02-24 | 2017-04-04 | $28,443 | $27,591 | $852 | $852 |
| NUVEEN CREDIT STRATEGIES INCOME FD | P | 2005-08-02 | 2017-05-02 | $8,842 | $13,660 | -$4,818 | -$4,818 |
| NUVEEN PFD & INCOME SECURITIES FD | P | 2003-09-19 | 2017-05-02 | $34,184 | $53,564 | -$19,380 | -$19,380 |
| PIMCO CORPORATE & INCOME STRAT FD | P | 2004-01-13 | 2017-05-02 | $50,201 | $46,583 | $3,618 | $3,618 |
| PIMCO CORPORATE & INCOME OPPOR FD | P | 2003-11-18 | 2017-05-02 | $32,467 | $34,359 | -$1,892 | -$1,892 |
| VERIZON COMMUNICATIONS INC | P | 2011-10-12 | 2017-05-02 | $14,046 | $15,297 | -$1,251 | -$1,251 |
| WTS GENERAL MOTORS CO EXP 07/10/19 | P | 2004-10-18 | 2017-04-04 | $1,512 | $5,951 | -$4,439 | -$4,439 |
| MOTORS LIQ CO GUC TR UBI | P | 2012-06-12 | 2017-05-02 | $215 | $210 | $5 | $5 |
| CVS HEALTH CORP | P | 2017-05-02 | 2017-12-18 | $4,819 | $5,334 | -$515 | -$515 |
| JOHNSON CTLS INTL PLC | P | 2017-05-02 | 2017-06-12 | $5,351 | $5,329 | $22 | $22 |
| MYLAN N V EUR | P | 2017-05-02 | 2017-08-18 | $4,479 | $5,354 | -$875 | -$875 |
| NORDSTROM INC | P | 2017-05-02 | 2017-09-11 | $4,885 | $5,343 | -$458 | -$458 |
| TIME WARNER INC NEW | P | 2017-05-02 | 2017-05-15 | $5,312 | $5,348 | -$36 | -$36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$47,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $513,374 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $510,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $523,649 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054687 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $509,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058872 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,799 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $507,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054748 | DistributionYr5Rt |
| Total Distribution | 0.308781 | TotalDistributionRt |
| Average Distribution | 0.061756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $517,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,986 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $99 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $326 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $826 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $627 | OverpaymentAmt |
| Applied To ES Tax | $627 | 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 |
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 | $447,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $525,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $525,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $517,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $25,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,020 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,140 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,562 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,142 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,832 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,974 | 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 | $3,020 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,393 | ExcessFromYear4Amt |
| Excess From Year3 | $3,140 | ExcessFromYear3Amt |
| Excess From Year2 | $13,562 | ExcessFromYear2Amt |
| Excess From Year1 | $8,027 | ExcessFromYear1Amt |
| Excess From Current Year | $2,832 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMER JEWISH WORLD SERVICE | |||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | GENL CHARITABLE PURPOSES | $1,500 |
| AMERICAN FRIENDS OF GHETTO FIGHTERS MUSEUM | |||||
| PO BOX 277 | NEW YORK | NY | 10034 | GENL CHARITABLE PURPOSES | $250 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||
| 352 SEVENTH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $270 |
| BRADY CAMPAIGN | |||||
| 1255 I ST NW | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $200 |
| COMPASSION & CHOICES | |||||
| PO BOX 101810 | DENVER | CO | 80250 | GENL CHARITABLE PURPOSES | $250 |
| DOROT INC | |||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | GENL CHARITABLE PURPOSES | $180 |
| ELDERS SHARE THE ARTS | |||||
| 138 S OXFORD ST | BROOKLYN | NY | 11217 | GENL CHARITABLE PURPOSES | $250 |
| FINCA | |||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $250 |
| GESHER FOUNDATION | |||||
| 332 BLEECKER ST | NEW YORK | NY | 10014 | GENL CHARITABLE PURPOSES | $180 |
| GOH PRODUCTIONS | |||||
| 239 E 5TH ST | NEW YORK | NY | 10003 | GENL CHARITABLE PURPOSES | $2,000 |
| HESPERIAN HEALTH GUIDES | |||||
| 1919 ADDISON ST | BERKELEY | CA | 94704 | GENL CHARITABLE PURPOSES | $1,000 |
| HIAS | |||||
| 333 7TH AVE | NEW YORK | NY | 10001 | GENL CHARITBALE PURPOSES | $1,000 |
| HILLEL INTERNATIONAL | |||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | GENL CHARITABLE PURPOSES | $200 |
| HOLE IN THE WALL | |||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | GENL CHARITABLE PURPOSES | $250 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | GENL CHARITABLE PURPOSES | $500 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||
| 305 7TH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $250 |
| LEAGUE FOR YIDDISH | |||||
| 64 FULTON ST | NEW YORK | NY | 10038 | GENL CHARITABLE PURPOSES | $100 |
| NAT'L YIDDISH BOOK CENTER | |||||
| 1021 WEST ST | AMHERST | MA | 01002 | GENL CHARITABLE PURPOSES | $2,500 |
| SOUTHERN POVERTY LAW CENTER | |||||
| 125 WASHINGTON AVE | MONTGOMERY | AL | 36104 | GENL CHARITABLE PURPOSES | $1,000 |
| THE NATURE CONSERVATORY | |||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | GENL CHARITABLE PURPOSES | $225 |
| THIRTEENWNET | |||||
| 825 8TH AVE | NEW YORK | NY | 10019 | GENL CHARITABLE PURPOSES | $225 |
| UJAFEDERATION OF NEW YORK | |||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $2,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | GENL CHARITABLE PURPOSES | $500 |
| WORLD JEWISH CONGRESS | |||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $500 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $500 |
| AMER FRIENDS OF NEVE SHALOMWAHAT AL-SALAM | |||||
| 229 N CENTRAL AVESUITE 401 | GLENDALE | CA | 91203 | GENL CHARITABLE PURPOSES | $500 |
| AMERICAN CIVIL LIBERTIES UNION | |||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | GENL CHARITABLE PURPOSES | $1,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $500 |
| AMER SOCIETY FOR YAD VASHEM | |||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | GENL CHARITABLE PURPOSES | $500 |
| BRENNAN CENTER FOR JUSTICE | |||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | GENL CHARITABLE PURPOSES | $500 |
| CARING KIND | |||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $1,000 |
| CONSERVATION LAW FOUNDATION | |||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | GENL CHARITABLE PURPOSES | $250 |
| CUSHMAN LIBRARY | |||||
| 28 CHURCH STREET | BERNARDSTON | MA | 01337 | GENL CHARITABLE PURPOSES | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | GENL CHARITABLE PURPOSES | $1,000 |
| EVERYTOWN FOR GUN SAFETY ACTION | |||||
| PO BOX 3886 | NEW YORK | NY | 10163 | GENL CHARITABLE PURPOSES | $250 |
| FOUNDATION FOR THE ADVANCEMENT OF MIDWIFERY | |||||
| PO BOX 744 | HARRIMAN | NY | 10926 | GENL CHARITABLE PURPOSES | $1,000 |
| JDC | |||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $1,000 |
| MADRE | |||||
| 121 W 27TH STREET | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $500 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $1,000 |
| NEW YORK TIMES NEEDIEST | |||||
| 620 8TH AVENUE | NEW YORK | NY | 10018 | GENL CHARITABLE PURPOSES | $400 |
| PHELPS COMMUNITY PALLATIVE CARE | |||||
| 701 N BROADWAY | SLEEPY HOLLOW | NY | 10591 | GENL CHARITABLE PURPOSES | $500 |
| PLANNED PARENTHOOD | |||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | GENL CHARITABLE PURPOSES | $300 |
| WESTCHESTER LAND TRUST | |||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | GENL CHARITABLE PURPOSES | $250 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | GENL CHARITABLE PURPOSES | $500 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | |||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | GENL CHARITABLE PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,530 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$47,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$23,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,648 | 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 | $10,350 | Amt |
| Net Investment Income | $10,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40000 NEW ENG TEL 7.87% 11/29 | $42,459 | $53,023 |
| 58000 AT&T BROADBAND 9.445% 11/22 | $68,652 | $75,782 |
| 30,000 AT&T NTS 6.5% 3/29 | $27,185 | $34,981 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 AEGON NV CAP SECS | $12,500 | $12,910 |
| 800 HSBC HOLDINGS 6.2% | $20,000 | $20,656 |
| AMERISOURCEBERGEN CORP | $5,330 | $5,968 |
| AMERIPRISE FINANCIAL INC | $5,298 | $6,948 |
| ACCENTURE PLC IRELAND | $5,322 | $6,736 |
| ADOBE SYSTEMS INC (DELAWARE) | $7,049 | $8,587 |
| ALPHABET INC CL A | $8,886 | $9,481 |
| AMERICAN TOWER CORP | $5,234 | $5,849 |
| BLACKROCK INC | $5,518 | $7,192 |
| CHUBB LTD | $5,488 | $5,845 |
| COLOGATE PALMOLIVE CO | $5,937 | $6,262 |
| COMCAST CORP NEW CL C | $5,329 | $5,447 |
| DANAHER CORP | $5,313 | $5,940 |
| ECOLAB INC | $5,327 | $5,636 |
| FACEBOOK INC CL A | $8,800 | $9,705 |
| HOME DEPOT INC | $5,269 | $6,444 |
| HONEYWELL INTL INC | $6,759 | $7,821 |
| INTEL CORP | $5,321 | $6,693 |
| INTERCONTINENTALEXCHANGE GROUP | $5,344 | $6,209 |
| JOHNSON & JOHNSON COM | $5,396 | $5,729 |
| LOWES COMPANIES INC | $5,290 | $5,762 |
| MARSH & MCLENNAN COS INC | $5,349 | $5,860 |
| MEDTRONIC PLC | $5,330 | $5,087 |
| MICROSOFT CORP | $6,075 | $7,271 |
| MONDELEZ INTL INC | $5,378 | $5,050 |
| NOVARTIS AG SPON ADR | $5,288 | $5,709 |
| O REILLY AUTOMOTIVE INC | $5,184 | $5,051 |
| RED HAT INC | $5,347 | $7,206 |
| ROCKWELL AUTOMATION INC NEW | $5,280 | $6,676 |
| STARBUCKS CORP | $5,298 | $5,054 |
| TEXAS INSTRUMENTS | $5,316 | $6,997 |
| THERMO FISHER SCIENTIFIC INC | $5,345 | $6,076 |
| TJX COS INC NEW | $5,342 | $5,199 |
| VF CORP | $5,345 | $7,400 |
| VISA INC CL A | $8,626 | $10,148 |
| WALT DISNEY CO | $5,265 | $4,945 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1400 SHS PIMCO DYNAMIC CREDIT & MORTGAGE | AT COST | $32,670 | $31,416 |
| INVESCO LTD | AT COST | $5,342 | $5,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $3,226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $400 | $400 | $0 |
| NYS FILING FEE | $100 | $100 | $0 |
Comments