BETA

THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201733199349101283
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T10:37:16-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020674077PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH N FOX CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 NORTH PARK AVENUEAddressLine1Txt
CityROCKVILLE CENTRECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11570ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133178179EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID AND LUCILLE GILDIN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone9147394605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 468AddressLine1Txt
CityCRUGERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10521ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARSHA GILDINPersonNm
Person TitleSEC'Y/TREAS.PersonTitleTxt
Phone9147394605PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH N FOXPreparerPersonNm
PTINP00152942PTIN
Phone5165364001PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.125.168.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm12:33:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3BF568B06B3B58930A0F180124AC4A4502105D64AtSubmissionCreationDeviceId
At Submission Filing Device IdE5C2F636E81E87B195EE82E2762F3350F26E36D3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$497,023FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,412DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,412DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,658NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$88OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$88OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$28,845TotalRevAndExpnssAmt
Total Net Invst Incm$36,503TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$28,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$266TaxesRevAndExpnssAmt
Taxes Net Invst Incm$266TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,066TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,066TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,622ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,622ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,688TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,066TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,622TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,843ExcessRevenueOverExpensesAmt
Net Investment Income$7,437NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$47,978SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,593SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,593SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$25,000RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$25,000RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$25,000RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$115,098CorporateStockBOYAmt
Corporate Stock EOY$102,598CorporateStockEOYAmt
Corporate Stock EOYFMV$100,882CorporateStockEOYFMVAmt
Corporate Bonds BOY$138,296CorporateBondsBOYAmt
Corporate Bonds EOY$138,296CorporateBondsEOYAmt
Corporate Bonds EOYFMV$160,990CorporateBondsEOYFMVAmt
Other Investments BOY$257,757OtherInvestmentsBOYAmt
Other Investments EOY$250,501OtherInvestmentsEOYAmt
Other Investments EOYFMV$189,558OtherInvestmentsEOYFMVAmt
Total Assets BOY$584,129TotalAssetsBOYAmt
Total Assets EOY$536,988TotalAssetsEOYAmt
Total Assets EOYFMV$497,023TotalAssetsEOYFMVAmt
Accounts Payable BOY$22,118AccountsPayableBOYAmt
Accounts Payable EOY$8,610AccountsPayableEOYAmt
Total Liabilities BOY$22,118TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,610TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$562,011CapitalStockBOYAmt
Capital Stock EOY$528,378CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$562,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$528,378TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$584,129TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$536,988TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$562,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,843ExcessRevenueOverExpensesAmt
Other Increases$210OtherIncreasesAmt
Subtotal$528,378SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$528,378TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NUVEEN PFD SECURITIES INCOME FDP2003-09-192016-05-10$3$5-$2-$2
GENERAL MOTORS COP2016-07-132016-07-13$16$16$16
WTS GENERAL MOTORS CO EXP 07/01/2016P2004-06-242016-07-11$7,672-$7,672-$7,672
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,658CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,362AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$510,634NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.075126DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,637AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$523,649NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054687DistributionYr2Rt
Adjusted Qlfy Distri Yr3$29,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$509,527NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058872DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,799AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$507,762NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054748DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,890AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$467,910NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059605DistributionYr5Rt
Total Distribution0.303038TotalDistributionRt
Average Distribution0.060608AverageDistributionRt
Net Vl Noncharitable Assets$513,374NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,115AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$74NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,189AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,622QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$74InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$74SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$400AppliedToEsTaxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Overpayment$326OverpaymentAmt
Applied To ES Tax$326AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARSHA GILDINIndividualWithBooksNm
Phone9147394605PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 468AddressLine1Txt
CityCRUGERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10521ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARSHA GILDIN
66 OVERLOOK TERRACENEW YORKNY10040PRESIDENT6.00$0$0$0
JANIS GILDIN
177 FURNACE DOCK RDCORTLANDT MANORNY10566SECRETARY3.00$0$0$0
BETH GILDIN WATROUS
659 BRATTLEBORO RDBERNARDSTONMA01337TREASURY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$462,012AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,180AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$521,192TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$521,192AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,818CashDeemedCharitableAmt
Net Vl Noncharitable Assets$513,374NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,669MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,669MinimumInvestmentReturnAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Total Tax$74TotalTaxAmt
Distributable Before Adj$25,595DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,595DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,595DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,622ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,622QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$74PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,548AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,595DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,077ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,020ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,393ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,140ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,562ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,192TotalExcessDistributionCyovAmt
Qualifying Distributions$33,622QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,027RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$38,219TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,077ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,142ExcessDistriCyovToNextYrAmt
Excess From Year4$3,020ExcessFromYear4Amt
Excess From Year3$5,393ExcessFromYear3Amt
Excess From Year2$3,140ExcessFromYear2Amt
Excess From Year1$13,562ExcessFromYear1Amt
Excess From Current Year$8,027ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARSHA GILDINContributingManagerNm
Contributing ManagerJANIS GILDINContributingManagerNm
Contributing ManagerBETH GILDIN WATROUSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S DISEASE RESEARCH
22512 GATEWAY CENTER DRIVECLACKSBURGMD20871GENL CHARITABLE PURPOSES$1,000
AMER FRIENDS OF NEVE SHALOMWAHAT AL-SALAM
229 N CENTRAL AVESUITE 401GLENDALECA91203GENL CHARITABLE PURPOSES$500
AMER FRIENDS BEIT HATFUTSOT
633 THIRD AVENEW YORKNY10017GENL CHARITABLE PURPOSES$180
ANTI DEFAMATION LEAGUE
605 3RD AVENUENEW YORKNY10158GENL CHARITABLE PURPOSES$250
AMER JEWISH COMMITEE
165 E 56TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$180
AMER JEWISH WORLD SERVICE
45 W 36TH STNEW YORKNY10018GENL CHARITABLE PURPOSES$1,000
AMER SOCIETY FOR YAD VASHEM
500 FIFTH AVENEW YORKNY10110GENL CHARITABLE PURPOSES$250
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREETNEW YORKNY10004GENL CHARITABLE PURPOSES$800
AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$270
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST 79TH STNEW YORKNY10024GENL CHARITABLE PURPOSES$105
AMERICANS FOR PEACE NOW
2100 M ST NWWASHINGTONDC26037GENL CHARITABLE PURPOSES$150
BIRTHRIGHT ISRAEL FOUNDATION
130 E 59TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$500
B'NAI B'RITH INTERNATIONAL
1120 20TH STREET NWWASHINGTONDC20036GENL CHARITABLE PURPOSES$200
BRADY CAMPAIGN
1255 I ST NWWASHINGTONDC20005GENL CHARITABLE PURPOSES$200
COMPASSION & CHOICES
PO BOX 101810DENVERCO80250GENL CHARITABLE PURPOSES$100
CARE
151 ELLIS ST NEATLANTAGA30303GENL CHARITABLE PURPOSES$100
CENTER FOR JEWISH HISTORY
15 WEST 16TH STREETNEW YORKNY10011GENL CHARITABLE PURPOSES$118
CLAL
440 PARK AVENUE SOUTHNEW YORKNY10016GENL CHARITABLE PURPOSES$180
DOROT INC
171 W 85TH STNEW YORKNY10024GENL CHARITABLE PURPOSES$180
DANA FARBER-JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445GENL CHARITABLE PURPOSES$500
ELDERS SHARE THE ARTS
138 S OXFORD STBROOKLYNNY11217GENL CHARITABLE PURPOSES$250
FINCA
1101 14TH ST NWWASHINGTONDC20005GENL CHARITABLE PURPOSES$100
FOLKSBIENE YIDDISH
PO BOX 744HARRIMANNY10926GENL CHARITABLE PURPOSES$1,000
GESHER FOUNDATION
332 BLEECKER STNEW YORKNY10014GENL CHARITABLE PURPOSES$250
HILLEL INTERNATIONAL
800 EIGHTH STREET NWWASHINGTONDC20001GENL CHARITABLE PURPOSES$180
HESPERIAN HEALTH GUIDES
1919 ADDISON STBERKELEYCA94704GENL CHARITABLE PURPOSES$3,500
HIAS
333 7TH AVENEW YORKNY10001GENL CHARITBALE PURPOSES$1,000
HOLE IN THE WALL
555 LONG WHARF FRIVENEW HAVENCT06511GENL CHARITABLE PURPOSES$250
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10168GENL CHARITABLE PURPOSES$250
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$500
GOH PRODUCTIONS
239 E 5TH STNEW YORKNY10003GENL CHARITABLE PURPOSES$2,000
LEAGUE FOR YIDDISH
64 FULTON STNEW YORKNY10038GENL CHARITABLE PURPOSES$109
MADD
511 E JOHN CARPENTER FREEWAYIRVINGTX75062GENL CHARITABLE PURPOSES$150
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028GENL CHARITABLE PURPOSES$110
NEW YORK TIMES NEEDIST
620 8TH AVENUENEW YORKNY10018GENL CHARITABLE PURPOSES$500
NAT'L YIDDISH BOOK CENTER
1021 WEST STAMHERSTMA01002GENL CHARITABLE PURPOSES$2,500
PHELPS COMMUNITY PALLATIVE CARE
701 N BROADWAYSLEEPY HOLLOWNY10591GENL CHARITABLE PURPOSES$500
ORT AMERICA
75 MAIDEN LANENEW YORKNY10038GENL CHARITABLE PURPOSES$100
OXFAM INTERNATIONAL
355 LEXINGTON AVENUENEW YORKNY10017GENL CHARITABLE PURPOSES$100
PLANNED PARENTHOOD
26 BLEEKER STREETNEW YORKNY10012GENL CHARITABLE PURPOSES$150
SEABEE HISTORICAL FOUNDATION
PO BOX 657GULFPORTMS39502GENL CHARITABLE PURPOSES$100
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRLOS ANGELESCA90035GENL CHARITABLE PURPOSES$250
SOUTHERN POVERTY LAW CENTER
125 WASHINGTON AVEMONTGOMERYAL36104GENL CHARITABLE PURPOSES$1,200
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065GENL CHARITABLE PURPOSES$150
LIGHTHOUSE INTERNATIONAL
111 EAST 59TH STREETNEW YORKNY10022GENL CHARITABLE PURPOSES$150
THE WILDERNESS SOCIETY
1615 M STREET NW2WASHINGTONDC20036GENL CHARITABLE PURPOSES$100
THE NATURE CONSERVATORY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203GENL CHARITABLE PURPOSES$150
THIRTEENWNET
825 8TH AVENEW YORKNY10019GENL CHARITABLE PURPOSES$225
UJAFEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$4,000
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038GENL CHARITABLE PURPOSES$250
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024GENL CHARITABLE PURPOSES$500
VARIOUS OTHER CONTRIBUTIONS (11) - EACH LESS THAN 100
GENL POST OFFICENEW YORKNY10001GENL CHARITABLE PURPOSES$225
WEIZMANN-ACWIS
633 THIRD AVE 20TH FLOORNEW YORKNY10017GENL CHARITABLE PURPOSES$500
WESTCHESTER LAND TRUST
403 HARRIS RDBEDFORD HILLSNY10507GENL CHARITABLE PURPOSES$100
WORLD JEWISH CONGRESS
501 MADISON AVENEW YORKNY10022GENL CHARITABLE PURPOSES$500
NEW YORK PUBLIC LIBRARY
445 FIFTH AVENUENEWYORKNY10016GENL CHARITABLE PURPOSES$100
THE ARCHAELOGICAL CONSERVANCY
5301 CENTRAL AVE NEALBUQUERQUENM87108GENL CHARITABLE PURPOSES$150
GREENFIELD CENTER SCHOOL
71 MONTAGUE CITY RDGREENFIELDMA01301GENL CHARITABLE PURPOSES$1,060
AMEINU
424 WEST 33RD STREETNEW YORKNY10001GENL CHARITABLE PURPOSES$500
AMERICAN JEWISH JOINT DIS COMMITTEE
220 E 42ND STREETNEW YORKNY10017GENL CHARITABLE PURPOSES$500
CHILDREN'S AIDS SOCIETY
105 E 22ND STREETNEW YORKNY10010GENL CHARITABLE PURPOSES$150
JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280GENL CHARITABLE PURPOSES$500
SMITHSONIAN INSTITUTION
PO BOX 37012 S1 BLDG RM 153WASHINGTONDC20013GENL CHARITABLE PURPOSES$250
VOICES PROJECT
255 SW BLUFF DRIVEBENDOR97702GENL CHARITABLE PURPOSES$500
YIVO INSTITUTE FOR JEWISH RESEARCH
15 WEST 16TH STREETNEW YORKNY10011GENL CHARITABLE PURPOSES$1,000
AMERICAN FRIENDS OF GHETTO FIGHTERS MUSEUM
PO BOX 277NEW YORKNY10034GENL CHARITABLE PURPOSES$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,622TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,412ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,658ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,845ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,845TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$28,800Amt
Net Investment Income$28,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
$40000 NEW ENG TEL 7.87% 11/29$42,459$48,906
$58000 AT&T BROADBAND 9.445% 11/22$68,652$78,503
$30,000 AT&T NTS 6.5% 3/29$27,185$33,581

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 AEGON NV CAP SECS$12,500$12,520
800 HSBC HOLDINGS 6.2%$20,000$20,160
250 SHS DUKE ENERGY$15,638$19,405
1500 SHS JOHN HANCOCK PFD FD III$27,591$26,610
168 SHS GENL MOTORS CO$11,572$5,853
306 SHS VERIZON COMMUNICATION$15,297$16,334
500 BAC CAP TR VIII 6%$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
3019 EATON VANCE LTD DUR FDAT COST$56,602$41,421
2011 PIMCO CORP OPPORTUNITY FDAT COST$34,358$28,777
3016 PIMCO CORP INC FDAT COST$46,583$44,576
1000 NUVEEN PFD & CONV INC FDAT COST$13,660$8,850
439 SHS BLACKROCK RESOURCES & COMMODITIESAT COST$6,903$3,631
3452 NUVEEN PFD SECURITIES INCAT COST$53,564$32,138
96 GENL MOTORS WTS 7/10/19AT COST$5,951$1,647
1400 SHS PIMCO DYNAMIC CREDIT & MORTGAGEAT COST$32,670$28,308
94 GENL MOTORS WTS 7/10/16AT COST$0$0
2000 NUVEEN QUALITY PFD FD 3AT COST$0$0
25 SHARES MOTORS LIQ CO GUC TR UBIAT COST$210$210

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMOTORS LIQ CO GUC TR UBIDesc
Revenue And Expenses Per Books$88RevenueAndExpensesPerBooksAmt
Net Investment Income$88NetInvestmentIncomeAmt
Adjusted Net Income$88AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS ADJUSTMENTDesc
Amt$210Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISECategoryTxt
Amt$266Amt
Net Investment Income$266NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.