BETA

THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-11
IRS object ID
201533159349100228
Schema version
2014v5.0
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)
Return2015-11-11T11:35:56-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EUGENE FOX CPABusinessNameLine1Txt

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133178179EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INCBusinessNameLine1Txt
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)
PersonDAVID GILDINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9147394605PhoneNum
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE FOXPreparerPersonNm
PTINP01395479PTIN
Phone5165364001PhoneNum
Preparation2015-11-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$532,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,533DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,533DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,410NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,619GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,410CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$65,953TotalRevAndExpnssAmt
Total Net Invst Incm$40,953TotalNetInvstIncmAmt
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$8,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,775AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,475AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$850TaxesRevAndExpnssAmt
Taxes Net Invst Incm$850TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$168OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$68OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,268TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,693TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,062ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,062ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,693TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,637TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,623ExcessRevenueOverExpensesAmt
Net Investment Income$34,260NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,386SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,199SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,199SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$115,206CorporateStockBOYAmt
Corporate Stock EOY$115,098CorporateStockEOYAmt
Corporate Stock EOYFMV$112,199CorporateStockEOYFMVAmt
Corporate Bonds BOY$138,296CorporateBondsBOYAmt
Corporate Bonds EOY$138,296CorporateBondsEOYAmt
Corporate Bonds EOYFMV$171,571CorporateBondsEOYFMVAmt
Other Investments BOY$257,579OtherInvestmentsBOYAmt
Other Investments EOY$257,497OtherInvestmentsEOYAmt
Other Investments EOYFMV$195,595OtherInvestmentsEOYFMVAmt
Total Assets BOY$533,467TotalAssetsBOYAmt
Total Assets EOY$564,090TotalAssetsEOYAmt
Total Assets EOYFMV$532,564TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$533,467CapitalStockBOYAmt
Capital Stock EOY$564,090CapitalStockEOYAmt
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$533,467TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$564,090TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$533,467TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$564,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$533,467TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,623ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$564,090SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$564,090TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FRAC GENL MOTORS PFD2004-06-242014-11-13$29$108-$79-$79
WTS GENL MOTORS 20162004-06-242014-11-13$14$57-$43-$43
WTS GENL MOTORS 20192004-06-242014-11-13$9$44-$35-$35
CAPITAL GAINS DIVIDENDS$6,567$6,567$6,567P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,410CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,997AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$509,527NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058872DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,799AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$507,762NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054748DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,890AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$467,910NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059605DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,387AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$345,698NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.079222DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,234AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$327,310NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.080150DistributionYr5Rt
Total Distribution0.332597TotalDistributionRt
Average Distribution0.066519AverageDistributionRt
Net Vl Noncharitable Assets$523,649NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,833AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$343NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,176AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,637QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$685InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$685SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$685TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$950AppliedToEsTaxAmt
Total Payments And Credits$950TotalPaymentsAndCreditsAmt
Es Penalty$16EsPenaltyAmt
Overpayment$249OverpaymentAmt
Applied To ES Tax$249AppliedToESTaxAmt
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 BooksDAVID 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 RDCORTLAND 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$488,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,977AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$531,623TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$531,623AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,974CashDeemedCharitableAmt
Net Vl Noncharitable Assets$523,649NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,182MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,182MinimumInvestmentReturnAmt
Tax Based On Investment Income$685TaxBasedOnInvestmentIncomeAmt
Total Tax$685TotalTaxAmt
Distributable Before Adj$25,497DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,497DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,497DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,637ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,637QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,637AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,497DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,364ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,692ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,077ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,020ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,393ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,546TotalExcessDistributionCyovAmt
Qualifying Distributions$28,637QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,497AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,140RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$37,686TotalCorpusAmt
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$10,364ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,322ExcessDistriCyovToNextYrAmt
Excess From Year4$10,692ExcessFromYear4Amt
Excess From Year3$5,077ExcessFromYear3Amt
Excess From Year2$3,020ExcessFromYear2Amt
Excess From Year1$5,393ExcessFromYear1Amt
Excess From Current Year$3,140ExcessFromCurrentYearAmt

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 (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICANS FOR PEACE NOW
2100 M ST NWWASHINGTONDC26037GENL CHARITABLE PURPOSES$150
AMERICAN JEWISH HISTORICAL SOCIETY
15 W 16TH STNEW YORKNY10011GENL CHARITABLE PURPOSES$100
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVENEW YORKNY10017GENL CHARITABLE PURPOSES$100
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST 79TH STNEW YORKNY10024GENL CHARITABLE PURPOSES$105
AMNESTY INTERNATIONAL
5 PENN PLAZANEW YORKNY10001GENL CHARITABLE PURPOSES$100
ALZHEIMER ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601GENL CHARITABLE PURPOSES$1,000
AMER FRIENDS BEIT HATFUTSOT
633 THIRD AVENEW YORKNY10017GENL CHARITABLE PURPOSES$100
AMER FRIENDS OF THE GHETTO FIGHTERS MUSEUM
825 WEST END AVENEW YORKNY10025GENL CHARITABLE PURPOSES$100
AMER FRIENDS OF THE OPEN UNIVERSITY
120 E 56TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$180
AMER JEWISH COMMITEE
165 E 56TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$150
AMER JEWISH WORLD SERVICE
45 W 36TH STNEW YORKNY10018GENL CHARITABLE PURPOSES$1,000
AMERSOCIETY FOR YAD VASHEM
500 FIFTH AVENEW YORKNY10110GENL CHARITABLE PURPOSES$150
AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$100
BIRTHRIGHT ISRAEL
130 E 59TH STNEW YORKNY10022GENL CHARITABLE PURPOSES$100
ARCHEOLOGICAL CONSERVANCY
5301 CENTRAL AVE NEALBUQUERQUENM87108GENL CHARITABLE PURPOSES$100
BNAI BRITH FOUNDATION
2020 K ST NWWASHINGTONDC20006GENL CHARITABLE PURPOSES$200
BRADY CAMPAIGN
1255 I ST NWWASHINGTONDC20005GENL CHARITABLE PURPOSES$100
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$150
DOROT INC
171 W 85TH STNEW YORKNY10024GENL CHARITABLE PURPOSES$180
FINCA
1101 14TH ST NWWASHINGTONDC20005GENL CHARITABLE PURPOSES$100
FRIENDS OF MUSIC
210 N BROADWAYSLEEPY HOLLOWNY10591GENL CHARITABLE PURPOSES$340
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$100
GOH PRODUCTIONS
239 E 5TH STNEW YORKNY10003GENL CHARITABLE PURPOSES$2,000
GREENFIELD CENTER SCHOOL
71 MONTAGUE CITY RDGREENFIELDMA01301GENL CHARITABLE PURPOSES$1,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10168GENL CHARITABLE PURPOSES$100
HHREC
4 WEST RED OAK LAWHITE PLAINSNY10604GENL CHARITABLE PURPOSES$100
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVENEW YORKNY10001GENL CHARITABLE PURPOSES$100
JEWISH MUSEUM
1109 FIFTH AVENEW YORKNY10128GENL CHARITABLE PURPOSES$200
HIAS
333 7TH AVENEW YORKNY10001GENL CHARITBALE PURPOSES$100
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$100
NAT'L YIDDISH BOOK CENTER
1021 WEST STAMHERSTMA01002GENL CHARITABLE PURPOSES$360
NAT'L YIDDISH THEATRE
25 E 21ST STNEW YORKNY10010GENL CHARITABLE PURPOSES$100
NEW ISRAEL FUND
2100 M ST NWWASHINGTONDC20037GENL CHARITABLE PURPOSES$4,000
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
JEWISH NATIONAL FUND
15 W 65TH STNEW YORKNY10021GENL CHARITABLE PURPOSES$250
MARLBORO MUSIC
121 W 27TH STNEW YORKNY10001GENL CHARITABLE PURPOSES$200
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$650
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$150
VARIOUS OTHER CONTRIBUTIONS (18) - EACH LESS THAN 100
GENL POST OFFICENEW YORKNY10001GENL CHARITABLE PURPOSES$1,065
WESTCHESTER LAND TRUST
403 HARRIS RDBEDFORD HILLSNY10507GENL CHARITABLE PURPOSES$100
WEIZMANN INSTITUTE OF SCIENCE
GENL CHARITABLE PURPOSES$180HERZL ST 234REHOVOTIS7610001
WORLD JEWISH CONGRESS
501 MADISON AVENEW YORKNY10022GENL CHARITABLE PURPOSES$150
YIVO INST FOR JEWISH RESEARCH
15 W 16TH STNEW YORKNY10011GENL CHARITABLE PURPOSES$1,000
ELDERS SHARE THE ARTS
138 S OXFORD STBROOKLYNNY11217GENL CHARITABLE PURPOSES$250
FRIENDS OF CUSHMAN LIBRARY
28 CHURCH STBERNARDSTONMA01337GENL CHARITABLE PURPOSES$1,000
JEWISH GUILD FOR THE BLIND
15 W 65TH STNEW YORKNY10023GENL CHARITABLE PURPOSES$108
TEMPLE ISRAEL OF NORTHERN WESTCHESTER
31 GLENGARY RDCROTONONHUDSONNY10520GENL CHARITABLE PURPOSES$1,379
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,062TotalGrantOrContriPdDurYrAmt
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$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,533ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,410ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,953ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,953TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID GILDINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1177 FURNACE DOCK RDAddressLine1Txt
CityCORTLANDT MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFOX AND COMPANY CPA'SCategoryTxt
Amt$8,250Amt
Net Investment Income$5,775NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,475DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
$40000 NEW ENG TEL 7.87% 11/29$42,459$52,341
$58000 AT&T BROADBAND 9.445% 11/22$68,652$83,383
$30,000 AT&T NTS 6.5% 3/29$27,185$35,847

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 AEGON NV CAP SECS$12,500$12,750
500 BAC CAP TR VIII 6%$12,500$12,702
800 HSBC HOLDINGS 6.2%$20,000$20,560
750 SHS DUKE ENERGY$15,638$20,885
1500 SHS JOHN HANCOCK PFD FD III$27,591$26,805
104 GENL MOTORS CO$11,572$4,182
306 SHS VERIZON COMMUNICATION$15,297$14,315

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$42,628
2000 NUVEEN QUALITY PFD FD 3AT COST$29,841$16,660
2011 PIMCO CORP OPPORTUNITY FDAT COST$34,358$31,975
2516 PIMCO CORP INC FDAT COST$46,583$45,572
1500 NUVEEN QUALITY PFD FD 2AT COST$23,728$13,350
1000 NUVEEN PFD & CONV INC FDAT COST$13,660$8,770
500 SHS BLACKROCK REAL ASSET EQUITYAT COST$6,432$3,690
94 GENL MOTORS WTS 7/10/16AT COST$7,672$2,408
94 GENL MOTORS WTS 7/10/19AT COST$5,951$1,632
1400 SHS PIMCO DYNAMIC INC FDAT COST$32,670$28,910

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK STATE FILING FEE$100$0$100
BANK CHARGES$68$68$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISECategoryTxt
Amt$850Amt
Net Investment Income$850NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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