BETA

THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201623209349101737
Schema version
2015v2.1
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)
Return2016-11-15T11:48:54-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH N FOXPreparerPersonNm
PTINP00152942PTIN
Phone5165364001PhoneNum
Preparation2016-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$522,042FMVAssetsEOYAmt
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$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,756DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$102OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$102OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$37,865TotalRevAndExpnssAmt
Total Net Invst Incm$37,865TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,216TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,216TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,316TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,216TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,628ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,628ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,216TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,728TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,079ExcessRevenueOverExpensesAmt
Net Investment Income$36,649NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$53,199SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,978SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,978SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$25,000RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$25,000RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$115,098CorporateStockBOYAmt
Corporate Stock EOY$115,098CorporateStockEOYAmt
Corporate Stock EOYFMV$108,916CorporateStockEOYFMVAmt
Corporate Bonds BOY$138,296CorporateBondsBOYAmt
Corporate Bonds EOY$138,296CorporateBondsEOYAmt
Corporate Bonds EOYFMV$163,837CorporateBondsEOYFMVAmt
Other Investments BOY$257,497OtherInvestmentsBOYAmt
Other Investments EOY$257,757OtherInvestmentsEOYAmt
Other Investments EOYFMV$176,311OtherInvestmentsEOYFMVAmt
Total Assets BOY$564,090TotalAssetsBOYAmt
Total Assets EOY$584,129TotalAssetsEOYAmt
Total Assets EOYFMV$522,042TotalAssetsEOYFMVAmt
Accounts Payable EOY$22,118AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,118TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$564,090CapitalStockBOYAmt
Capital Stock EOY$562,011CapitalStockEOYAmt
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$564,090TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$562,011TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$564,090TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$584,129TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$564,090TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,079ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$562,011SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$562,011TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,637AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$523,649NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054687DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,997AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$509,527NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058872DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,799AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$507,762NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054748DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,890AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$467,910NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059605DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,387AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$345,698NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.079222DistributionYr5Rt
Total Distribution0.307134TotalDistributionRt
Average Distribution0.061427AverageDistributionRt
Net Vl Noncharitable Assets$510,634NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,367AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$366NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,733AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,728QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$366InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$366SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$100AppliedToEsTaxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Tax Due$266TaxDueAmt

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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID GILDIN
177 FURNACE DOCK RDCORTLANDT MANORNY10566PRESIDENT6.00$0$0$0
MARSHA GILDIN
66 OVERLOOK TERRACENEW YORKNY10040SEC'Y/TREAS.3.00$0$0$0
BETH WATROUS
659 BRATTLEBORO RDBERNARDSTONMA01337VICE PRESIDENT2.00$0$0$0
JANIS GILDIN
177 FURNACE DOCK RDCORTLANDT MANORNY10566TRUSTEE2.00$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$466,930AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,480AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$518,410TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$518,410AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,776CashDeemedCharitableAmt
Net Vl Noncharitable Assets$510,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Total Tax$366TotalTaxAmt
Distributable Before Adj$25,166DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,166DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,166DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,728ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,728QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$366PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,362AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,166DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,692ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,077ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,020ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,393ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,140ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,322TotalExcessDistributionCyovAmt
Qualifying Distributions$38,728QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,166AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,562RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$40,884TotalCorpusAmt
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$10,692ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,192ExcessDistriCyovToNextYrAmt
Excess From Year4$5,077ExcessFromYear4Amt
Excess From Year3$3,020ExcessFromYear3Amt
Excess From Year2$5,393ExcessFromYear2Amt
Excess From Year1$3,140ExcessFromYear1Amt
Excess From Current Year$13,562ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ALZHEIMER'S DISEASE AND RELATED DISORDERS
360 LEXINGTON AVENUENEW YORKNY10017GENL CHARITABLE PURPOSES$1,000
AMER FRIENDS BEIT HATFUTSOT
633 THIRD AVENEW YORKNY10017GENL CHARITABLE PURPOSES$180
AMER FRIENDS OF THE GHETTO FIGHTERS MUSEUM
PO BOX 277NEW YORKNY10034GENL CHARITABLE PURPOSES$500
AMER FRIENDS OF THE OPEN UNIVERSITY
120 E 56TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$180
AMER JEWISH COMMITEE
165 E 56TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$180
AMER JEWISH WORLD SERVICE
45 W 36TH STNEW YORKNY10018GENL CHARITABLE PURPOSES$1,750
AMER SOCIETY FOR YAD VASHEM
500 FIFTH AVENEW YORKNY10110GENL CHARITABLE PURPOSES$180
AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$180
FOUNDATION FOR THE ADVANCEMENT OF MIDWIFERY
PO BOX 744HARRIMANNY10926GENL CHARITABLE PURPOSES$500
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017GENL CHARITABLE PURPOSES$180
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
CLAL
440 PARK AVENUE SOUTHNEW YORKNY10016GENL CHARITABLE PURPOSES$180
ARCHEOLOGICAL CONSERVANCY
5301 CENTRAL AVE NEALBUQUERQUENM87108GENL CHARITABLE PURPOSES$150
BIRTHRIGHT ISRAEL
130 E 59TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$1,100
BNAI BRITH INTERNATIONAL
1120 20TH STREET NWWASHINGTONDC20036GENL CHARITABLE PURPOSES$200
BRADY CAMPAIGN
1255 I ST NWWASHINGTONDC20005GENL CHARITABLE PURPOSES$200
CARE
151 ELLIS ST NEATLANTAGA30303GENL CHARITABLE PURPOSES$100
CHILDREN'S AID SOCIETY
105 E 22ND STNEW YORKNY10010GENL CHARITABLE PURPOSES$100
COPLAND HOUSE
1538 WASHINGTON STCORTLANDT MANORNY10567GENL CHARITABLE PURPOSES$250
DEF DANCE JAM WORKSHOP
PO BOX 3092NEW YORKNY10027GENL CHARITABLE PURPOSES$500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$500
DOROT INC
171 W 85TH STNEW YORKNY10024GENL CHARITABLE PURPOSES$180
ELDERS SHARE THE ARTS
138 S OXFORD STBROOKLYNNY11217GENL CHARITABLE PURPOSES$256
FINCA
1101 14TH ST NWWASHINGTONDC20005GENL CHARITABLE PURPOSES$100
END OF LIFE CHOICES NY
120 E 23RD STREETNEW YORKNY10010GENL CHARITABLE PURPOSES$100
FRIENDS OF MUSIC
210 N BROADWAYSLEEPY HOLLOWNY10591GENL CHARITABLE PURPOSES$350
FRIENDS OF THE 92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128GENL CHARITABLE PURPOSES$100
GESHER FOUNDATION
332 BLEECKER STNEW YORKNY10014GENL CHARITABLE PURPOSES$180
GIVAT HAVIVA EDUCATION FND
114 W 26TH STNEW YORKNY10001GENL CHARITABLE PURPOSES$108
GOH PRODUCTIONS
239 E 5TH STNEW YORKNY10003GENL CHARITABLE PURPOSES$2,094
GREENFIELD CENTER SCHOOL
71 MONTAGUE CITY RDGREENFIELDMA01301GENL CHARITABLE PURPOSES$1,000
LEAGUE FOR YIDDISH
64 FULTON STNEW YORKNY10038GENL CHARITABLE PURPOSES$100
HIAS
333 7TH AVENEW YORKNY10001GENL CHARITBALE PURPOSES$1,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10168GENL CHARITABLE PURPOSES$100
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$100
HESPERIAN HEALTH GUIDES
1919 ADDISON STBERKELEYCA94704GENL CHARITABLE PURPOSES$500
JEWISH MUSEUM
1109 FIFTH AVENEW YORKNY10128GENL CHARITABLE PURPOSES$200
JEWISH NATIONAL FUND
15 W 65TH STNEW YORKNY10021GENL CHARITABLE PURPOSES$250
MARLBORO MUSIC
121 W 27TH STNEW YORKNY10001GENL CHARITABLE PURPOSES$200
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065GENL CHARITABLE PURPOSES$100
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028GENL CHARITABLE PURPOSES$110
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280GENL CHARITABLE PURPOSES$1,000
NAT'L YIDDISH BOOK CENTER
1021 WEST STAMHERSTMA01002GENL CHARITABLE PURPOSES$2,860
NAT'L YIDDISH THEATRE
25 E 21ST STNEW YORKNY10010GENL CHARITABLE PURPOSES$1,180
MADRE
121 WEST 27TH STNEW YORKNY10001GENL CHARITABLE PURPOSES$500
NEW YORK PUBLIC LIBRARY
476 FIFTH AVENEW YORKNY10018GENL CHARITABLE PURPOSES$100
NEW YORK TIMES NEEDIST
620 8TH AVENUENEW YORKNY10018GENL CHARITABLE PURPOSES$250
OPEN DOOR FOUNDATION
165 MAIN STOSSININGNY10562GENL CHARITABLE PURPOSES$100
ORT AMERICA
75 MAIDEN LANENEW YORKNY10038GENL CHARITABLE PURPOSES$100
SEABEE HISTORICAL FOUNDATION
PO BOX 657GULFPORTMS39502GENL CHARITABLE PURPOSES$100
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRLOS ANGELESCA90035GENL CHARITABLE PURPOSES$100
SOUTHERN POVERTY LAW CENTER
125 WASHINGTON AVEMONTGOMERYAL36104GENL CHARITABLE PURPOSES$1,400
TEMPLE ISRAEL OF NORTHERN WESTCHESTER
31 GLENGARY RDCROTONONHUDSONNY10520GENL CHARITABLE PURPOSES$3,975
THE JUILLIARD SCHOOL
60 LINCOLN CTR PLAZANEW YORKNY10023GENL CHARITABLE PURPOSES$100
THE NATURE CONSERVANCY
4245 N FAIRFAX DRARLINGTONVA22203GENL CHARITABLE PURPOSES$100
THIRTEENWNET
825 8TH AVENEW YORKNY10019GENL CHARITABLE PURPOSES$150
UJAFEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$4,000
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038GENL CHARITABLE PURPOSES$175
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024GENL CHARITABLE PURPOSES$680
VARIOUS OTHER CONTRIBUTIONS (11) - EACH LESS THAN 100
GENL POST OFFICENEW YORKNY10001GENL CHARITABLE PURPOSES$620
WEIZMANN INSTITUTE OF SCIENCE
GENL CHARITABLE PURPOSES$680HERZL ST 234REHOVOTIS7610001
WESTCHESTER LAND TRUST
403 HARRIS RDBEDFORD HILLSNY10507GENL CHARITABLE PURPOSES$100
WORLD JEWISH CONGRESS
501 MADISON AVENEW YORKNY10022GENL CHARITABLE PURPOSES$650
YIVO INST FOR JEWISH RESEARCH
15 W 16TH STNEW YORKNY10011GENL CHARITABLE PURPOSES$1,000
THE FOOD BANK OF WESTERN MASSACHUSETTS
97 NORTH HATFIELD ROADHATFIELDMA01038GENL CHARITABLE PURPOSES$250
LIGHTOUSE INTERNATIONAL
111 EAST 59TH STREETNEW YORKNY10022GENL CHARITABLE PURPOSES$210
PLANNED PARENTHOOD
26 BLEEKER STREETNEW YORKNY10012GENL CHARITABLE PURPOSES$150
CANCERCARE
PO BOX 1837NEW YORKNY10113GENL CHARITABLE PURPOSES$100
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREETNEW YORKNY10004GENL CHARITABLE PURPOSES$350
ANTI DEFAMATION LEAGUE
605 3RD AVENUENEW YORKNY10158GENL CHARITABLE PURPOSES$250
BOND STREET THEATRE
2 BOND STREETNEW YORKNY10012GENL CHARITABLE PURPOSES$500
DANA FARBER-JIMMY FUND
10 BROOKLINE PLACE WESTBROOKLINEMA02445GENL CHARITABLE PURPOSES$1,000
HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER
4 W RED OAK LANEWEST HARRISONNY10604GENL CHARITABLE PURPOSES$100
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458GENL CHARITABLE PURPOSES$105
OXFAM INTERNATIONAL
355 LEXINGTON AVENUENEW YORKNY10017GENL CHARITABLE PURPOSES$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,628TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,756ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,865ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,865TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
$40000 NEW ENG TEL 7.87% 11/29$42,459$49,394
$58000 AT&T BROADBAND 9.445% 11/22$68,652$80,077
$30,000 AT&T NTS 6.5% 3/29$27,185$34,366

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 AEGON NV CAP SECS$12,500$12,890
500 BAC CAP TR VIII 6%$12,500$12,820
800 HSBC HOLDINGS 6.2%$20,000$20,456
750 SHS DUKE ENERGY$15,638$17,848
1500 SHS JOHN HANCOCK PFD FD III$27,591$26,790
106 SHS GENL MOTORS CO$11,572$3,969
306 SHS VERIZON COMMUNICATION$15,297$14,143

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
3019 EATON VANCE LTD DUR FDAT COST$56,602$38,522
2000 NUVEEN QUALITY PFD FD 3AT COST$29,841$16,980
2011 PIMCO CORP OPPORTUNITY FDAT COST$34,358$26,827
2516 PIMCO CORP INC FDAT COST$46,583$40,414
1500 NUVEEN QUALITY PFD FD 2AT COST$23,728$13,665
1000 NUVEEN PFD & CONV INC FDAT COST$13,660$7,840
411 SHS BLACKROCK RESOURCES & COMMODITIESAT COST$6,692$2,922
94 GENL MOTORS WTS 7/10/16AT COST$7,672$2,335
94 GENL MOTORS WTS 7/10/19AT COST$5,951$1,564
1400 SHS PIMCO DYNAMIC INC FDAT COST$32,670$25,242

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNEW YORK STATE FILING FEEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMOTORS LIQ CO GUC TR UBIDesc
Revenue And Expenses Per Books$102RevenueAndExpensesPerBooksAmt
Net Investment Income$102NetInvestmentIncomeAmt
Adjusted Net Income$102AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISECategoryTxt
Amt$1,216Amt
Net Investment Income$1,216NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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