2015-05-15T07:31:06-05:00 2014-12-31 341900735 CBIZ MHM LLC 1675 N MILITARY TRAIL FIFTH FLOOR BOCA RATON FL 33486 990PF 2014-01-01 656157310 THE GENDAL FAMILY CHARITABLE FOUNDATION C/O DAVID GENDAL GEND 5614884174 18669 LONG LAKE DRIVE BOCA RATON FL 33496 DAVID GENDAL TRUSTEE 5614884174 2015-05-14 1 DAVID A KATZMAN P00033289 5619945050 2014 2016-02-25 16:41:14Z X 1878224 X X 119838 119838 4868 209491 4868 463 0 125169 124706 0 0 0 2750 0 0 541 541 0 3291 541 0 110000 110000 113291 541 110000 11878 124165 5675 4880 4880 30063 8801 8801 29745 29745 15155 1113673 1274854 966611 737674 831128 882777 1916830 2149408 1878224 0 0 X 1916830 2149408 1916830 2149408 1916830 2149408 1916830 11878 220700 2149408 0 2149408 ESCROW LEHMAN BRO 2014-10-02 2014-10-02 2315 2315 2315 ONEOK INC. 2014-03-04 2014-09-12 19798 19170 628 628 WELLS FARGO & COMPANY 2014-01-03 2014-09-12 38311 36272 2039 2039 ATLAS PIPELINE PARTNERS LP 2012-09-06 2014-10-13 88637 88820 -183 -183 DOMINION RES SR-A 88375 2013-03-27 2014-10-15 56250 60330 -4080 -4080 ESCROW LEHMAN BRO 2014-04-03 3188 3188 3188 PLAINS ALL AMERICAN PIPELINE 2012-05-07 2014-01-02 38 31 7 7 CAPITAL GAINS DIVIDENDS P 954 954 954 4868 0 101630 2007985 0.050613 95550 1949507 0.049012 99100 1812777 0.054668 80000 1967287 0.040665 80000 1572514 0.050874 0.245832 0.049166 2023510 99488 1242 100730 110000 X 1242 0 1242 0 1242 1320 1320 78 78 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION CO DAVID GENDAL 5614884174 18669 LONG LAKE DRIVE BOCA RATON FL 33496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID GENDAL 18669 LONG LAKE DRIVE BOCA RATON FL 33496 TRUSTEE 1.00 0 0 0 ELLEN GENDAL 18669 LONG LAKE DRIVE BOCA RATON FL 33496 TRUSTEE 0.00 0 0 0 PHYLLIS GENDAL 4740 S OCEAN BOULEVARD SUITE 705 HIGHLAND BEACH FL 334875372 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 BASED ON THE RECOMMENDATION(S) OF THE TRUSTEES, THE FOUNDATION MAKES DIRECT CASH CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO MAKE SUFFICIENT CONTRIBUTIONS TO EXPEND ALL INVESTMENT INCOME RECEIVED DURING THE YEAR. 0 0 2002078 52247 0 2054325 0 0 2054325 30815 2023510 101176 101176 1242 15186 16428 84748 0 84748 0 84748 110000 0 110000 1242 108758 84748 0 0 6955 10990 363 3821 22129 110000 0 0 0 84748 25252 0 0 47381 0 0 0 0 0 0 0 47381 6955 10990 363 3821 25252 X ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER 9801 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 NONE MOVE AND MINGLE ADULT FITNESS PROGRAM 2000 AMERICAN FRIENDS OF HEBREW UNIVERSITY 100 WEST CYPRESS ROAD SUITE 865 FT LAUDERDALE FL 33309 NONE SCHOLARSHIP FUND 5000 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVENUE FT LAUDERDALE FL 333127112 NONE ENCORE CAMPAIGN 2000 CITY HARVEST 6 EAST 32ND STREET 6TH FLOOR NEW YORK NY 10016 NONE KOSHER INITIATIVE PROGRAM 3000 CITY OF HOPE 1000 CORPORATE DRIVE SUITE 260 FT LAUDERDALE FL 33334 NONE STEM CELL 10000 FAMILY PROMISE OF SOUTH PALM BEACH 1725 S FEDERAL HIGHWAY SUITE B14 83-2016 DELRAY BEACH FL 33483 NONE FRIENDS OF THE FAMILY CAMPAIGN 5000 FISHER HOUSE FOUNDATION 111 ROCKVILLE PIKE ROCKVILLE MD 20850 NONE FISHER HOUSE @ WEST PALM BEACH 5000 HADASSAH WOMEN'S ZOA INC 2200 NW CORPORATE BOULEVARD SUITE 200 BOCA RATON FL 33431 NONE THE GENDAL FAMILY YOUNG RESEARCH AWARD 10000 INSTITUTE FOR CONTEMPORARY PSYCHOTHERAPY 1841 BROADWAY NEW YORK NY 100237603 NONE KEITH GENDAL PROJECT 5000 JACK THE BIKE MAN INC PO BOX 17565 WEST PALM BEACH FL 33416 NONE GENERAL USE 2000 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTER NY 115709812 NONE JNF PARSONS WATER FUND 5000 LOUIS & ANNE GREENE MEMORY & WELLNESS CENTER 777 GLADES ROAD BLDG AZ-79 BOCA RATON FL 33431 NONE PATIENT EXERCISE PROGRAM - FAU FOUNDATION 5000 MEMORIAL SLOAN-KETTERING CANCER CENTER 633 THIRD AVENUE NEW YORK NY 10017 NONE HEREDITARY COLORECTAL - CANCER FAMILY REGISTRY 5000 THE PURCHASE COLLEGE FOUNDATION PURCHASE COLLEGE 735 ANDERSON HILL ROAD PURCHASE NY 105779946 NONE THE PRESIDENT'S CLUB 10000 UNITED WAY OF BROWARD COUNTY 1300 SOUTH ANDREWS AVENUE FT LAUDERDALE FL 33316 NONE LOVE THY NEIGHBOR; BROWARD HOUSE; MISSION UNITED 25000 UNIVERSITY OF ROCHESTER ADVANCEMENT 300 EAST RIVER ROAD PO BOX 270042 ROCHESTER NY 14627 NONE URMC - FRIENDS OF NANCY LIEBERMAN FUND 7500 GOOD KARMA BIKES 345 SUNSOL STREET SAN JOSE CA 95126 NONE GENERAL USE 500 PENN STATE DANCE MARATHON 210 HUB UNIVERSITY PARK PA 16802 NONE GENERAL USE 500 TREATMENT ACTION GROUP 261 FIFTH AVENUE SUITE 2110 NEW YORK CITY NY 199167791 NONE GENERAL USE 2500 110000 0 14 119838 18 4868 PTP INCOME (LOSS) FROM PASS-THROUGH 463 463 124706 0 125169 13 ALL INCOME OR LOSS IS DERIVED FROM INVESTMENTS IN MARKETABLE SECURITIES. THE FOUNDATION USES THOSE INVESTMENTS TO GENERATE ADDITIONAL INCOME FOR MAKING ADDITIONAL CHARITABLE CONTRIBUTIONS, THEREBY FULFILLING THE FOUNDATION'S EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2750 0 0 MORGAN STANLEY 831128 882777 MORGAN STANLEY 1274854 966611 0 0 29745 15155 PTP INCOME (LOSS) FROM PASS-THROUGH 463 463 CURRENT YEAR BOOK/TAX DIFFERENCES 220700 FEDERAL TAXES 295 295 0 FOREIGN TAXES 246 246 0