HOWARD GILMAN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD GILMAN FOUNDATION INC (EIN 13-3097486)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349100120
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T10:51:47-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133097486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD GILMAN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACK L HIRSCH | InCareOfNm |
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2124080416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA | AddressLine1 |
| Address Line2 | Suite 1701 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100202045 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C FARRELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124080419 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATRINA D WALKER | PreparerPersonNm |
| PTIN | P00997158 | PTIN |
| Phone | 2124080419 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | 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 | $183,842,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,256 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,906 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,906 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,793,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,793,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $771,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,403,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $771,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,582,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,570,948 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $91,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,627 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,627 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,568 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,568 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,371 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $247,088 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,525 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $38,899 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $330 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,558 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,531 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,531 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,662 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $7,662 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,331,297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,593 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,328,704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,788,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,522,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,615,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,615,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,403,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,138,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,178,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,551,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $326,350 | CashBOYAmt |
| Cash EOY | $3,615,452 | CashEOYAmt |
| Cash EOYFMV | $3,615,452 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,400 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $138,957,616 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $158,164,974 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $138,957,616 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $133,057,616 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $500,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,932,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,158,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $184,055,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $155,813,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $343,151,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $345,330,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,842,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $343,151,809 | CapitalStockBOYAmt |
| Capital Stock EOY | $345,330,295 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $343,151,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,330,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $343,151,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $345,330,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $343,151,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,178,486 | ExcessRevenueOverExpensesAmt |
| Subtotal | $345,330,295 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $345,330,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SALE OR ART BOOKS | D | 1999-01-13 | 2013-06-11 | $200,000 | $200,000 | $200,000 | |
| SALE OF ART BOOKS | D | 1999-01-13 | 2013-08-07 | $200,000 | $200,000 | $200,000 | |
| 3,333 SHARES CALYPTE BIOMEDICAL CORP | P | 1994-11-10 | 2013-01-01 | $0 | -$500,000 | -$500,000 | $500,000 |
| 10 SHARES METLIFE INC | P | 2001-01-01 | 2013-02-13 | $368 | $368 | $368 | |
| SALE OF ARTWORKS | D | 1999-01-13 | 2013-03-13 | $4,000,000 | $867,433 | $867,433 | $3,132,567 |
| SALE OF ART BOOKS | D | 1999-01-13 | 2013-05-29 | $3,600 | $3,600 | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $771,401 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,512,494 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $156,426,054 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041633 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,703,986 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $112,414,839 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032949 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,918,841 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $120,681,579 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065618 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,828,060 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $140,721,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091159 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,149,722 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $175,727,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052068 | DistributionYr5Rt |
| Total Distribution | 0.283427 | TotalDistributionRt |
| Average Distribution | 0.056685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $177,460,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,059,343 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115,511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,174,854 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,138,286 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231,022 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $231,022 | SubtotalAmt |
| Tax Based On Investment Income | $231,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $83,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $325,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $93,978 | OverpaymentAmt |
| Applied To ES Tax | $93,978 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HOWARDGILMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK L HIRSCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124080408 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA - SUITE 1701 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100202045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| MARY C FARRELL | |||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 100202045 | CEO/PRESIDENT/DIRECTOR | 18.0 | $91,667 | $7,627 |
| STEPHEN W CROPPER | |||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 100202045 | VP/TREASURER/SECRETARY | 20.0 | $0 | |
| DANIEL L KURTZ | |||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 100202045 | CHAIRMAN/DIRECTOR | 3.0 | $0 | |
| MARVIN S ROSEN | |||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 100202045 | DIRECTOR | 1.0 | $0 | |
| JOSEPH M SAMULSKI | |||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 100202045 | DIRECTOR | 5.0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED GENERAL OPERATING SUPPORT FOR WHITE OAK PLANTATION LLC. THE COMPANY IS A WHOLLY-OWNED CONFERENCE AND RESIDENCY FACILITY FOR GROUPS ACROSS THE SPECTRUM OF THE | Description1Txt |
| Expenses1 | $1,328,223 | Expenses1Amt |
| Description2 | PERFORMING ARTS,AS WELL AS FOR GROUPS ADDRESSING SIGNIFICANT QUESTIONS OF PUBLIC POLICY FROM THE INTERNATIONAL COMMUNITY OF LEADERS. WHITE OAK PLANTATION ALSO CONTAINS ONE OF THE | Description2Txt |
| Description3 | COUNTRY'S LEADING FACILITIES FOR BREEDING ENDANGERED ANIMALS. SUBSTANTIALLY ALL OF WHITE OAK PLANTATION'S USE IS FOR CHARITABLE PURPOSES. | Description3Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,418,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,676,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,067,416 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,162,855 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,162,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,702,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,460,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,873,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,873,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231,022 | TotalTaxAmt |
| Distributable Before Adj | $8,641,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,641,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,641,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,138,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,138,286 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,138,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,641,999 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $3,166,359 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,985,709 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,152,068 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,138,286 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,641,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,287 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,648,355 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,648,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,166,359 | ExcessFromYear4Amt |
| Excess From Year3 | $1,985,709 | ExcessFromYear3Amt |
| Excess From Current Year | $496,287 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE HOWARD GILMAN FOUNDATION INC | |||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 100202045 | 2124080400 | TO APPLY FOR A GENERAL CONTRIBUTION, NO SPECIFIC FORM REQUIRED. . TO APPLY FOR A SCHOLARSHIP, A DEPENDENT CHILD OF AN EMPLOYEE OF THE FOUNDATION AND ITS AFFILIATES MUST SUBMIT A PREPRINTED APPLICATION AND QUESTIONNAIRE. SEE THE ATTACHED SCHOLARSHIP APPLICATION FOR MORE INFORMATION. | UNSOLICITED APPLICATIONS ARE NOT ACCEPTED FOR A GENERAL CONTRIBUTION. . FOR A SCHOLARSHIP, APPLICATI | AWARDS WILL BE GRANTED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, INCLUDING THE ENCOURAGEMENT OF THE ARTS AND THE PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS. NO OTHER RESTRICTIONS APPLY. . SCHOLARSHIPS ARE ONLY AWARDED TO DEPENDENT CHILDREN OF FULL-TIME EMPLOYEES OF THE FOUNDATION AND ITS AFFILIATES WHO HAVE BEEN EMPLOYED AT LEAST 2 YEARS PRIOR TO SEPTEMBER 1ST OF THE YEAR IN WHICH THE DEPENDENT TAKES THE QUALIFYING SAT EXAM. SEE THE ATTACHED SCHOLARSHIP APPLICATION FOR MORE INFORMATION. |
| HOWARD GILMAN SCHOLARSHIP PROGRAM | |||||||
| PO BOX 6730 | PRINCETON | NJ | 08541 | 6092436549 | TO APPLY FOR A GENERAL CONTRIBUTION, NO SPECIFIC FORM REQUIRED. . TO APPLY FOR A SCHOLARSHIP, A DEPENDENT CHILD OF AN EMPLOYEE OF THE FOUNDATION AND ITS AFFILIATES MUST SUBMIT A PREPRINTED APPLICATION AND QUESTIONNAIRE. SEE THE ATTACHED SCHOLARSHIP APPLICATION FOR MORE INFORMATION. | UNSOLICITED APPLICATIONS ARE NOT ACCEPTED FOR A GENERAL CONTRIBUTION. . FOR A SCHOLARSHIP, APPLICATI | AWARDS WILL BE GRANTED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, INCLUDING THE ENCOURAGEMENT OF THE ARTS AND THE PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS. NO OTHER RESTRICTIONS APPLY. . SCHOLARSHIPS ARE ONLY AWARDED TO DEPENDENT CHILDREN OF FULL-TIME EMPLOYEES OF THE FOUNDATION AND ITS AFFILIATES WHO HAVE BEEN EMPLOYED AT LEAST 2 YEARS PRIOR TO SEPTEMBER 1ST OF THE YEAR IN WHICH THE DEPENDENT TAKES THE QUALIFYING SAT EXAM. SEE THE ATTACHED SCHOLARSHIP APPLICATION FOR MORE INFORMATION. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN CONSTITUTIONAL SOCIETY FOR LAW & POLICY | ||||||||
| 1333 H STREET NW - 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN COUNCIL FOR WORLD JEWRY | ||||||||
| 125 EAST 56TH STREET FLOOR 24 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ASTON MAGNA MUSIC FESTIVAL | ||||||||
| 323 MAINSTREET | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BERSHIRE THEATRE FESTIVAL | ||||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BLUE STAR FAMILIES | ||||||||
| C/O NOELEEN A TILLMAN | FALLS CHURCH | VA | 22040 | NONE | PC | GENERAL SUPPORT | $50,000 | PO BOX 322 |
| BRAVE NEW WORLD REPERTORY THEATRE | ||||||||
| 303 WESTMINSTER ROAD | BROOKLYN | NY | 11218 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BRONX CHARTER SCHOOL FOR THE ARTS | ||||||||
| 950 LONGFELLOW AVENUE | BRONX | NY | 10474 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE STREET | BROOKLYN | NY | 112171486 | NONE | PC | GENERAL SUPPORT | $3,700,000 | |
| BROOKLYN MUSIC SCHOOL | ||||||||
| 126 ST FELIX STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CLOSE ENCOUNTERS WITH MUSIC | ||||||||
| PO BOX 34 | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 6041 LOWER LEVEL WILSON HALL | HANOVER | NH | 037553543 | NONE | PC | GENERAL SUPPORT | $2,700,000 | |
| FILM SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236595 | NONE | PC | GENERAL SUPPORT | $705,000 | |
| FRIENDS OF FAFG INC | ||||||||
| C/O WIGGINS DANA LLP | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $10,000 | 450 LEXINGTON AVENUE |
| GALA PUBLIC THEATRE | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $1,300 | |
| GOODSPEED OPERA HOUSE | ||||||||
| 6 MAIN STREET | EAST HADDAM | CT | 06423 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GROOVE WITH ME INC | ||||||||
| 186 EAST 183RD STREET | NEW YORK | NY | 10035 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| HEALING ARTS INITIATIVE | ||||||||
| 33-02 SKILLMAN AVENUE | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JACKSONVILLE UNIVERSITY | ||||||||
| 2800 UNIVERSITY BOULEVARD NORTH | JACKSONVILLE | FL | 32211 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| JACOB'S PILLOW DANCE | ||||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MAHAIWE PERFORMING ARTS CENTER | ||||||||
| 14 CASTLE STREET | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL SUPPORT | $10,000 | PO BOX 690 |
| NEW HAVEN MUSEUM | ||||||||
| 114 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NEW ISRAEL FUND | ||||||||
| 703 MARKET STREET STE 1503 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NYU STERN SCHOOL OF BUSINESS | ||||||||
| 44 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PONY | ||||||||
| PO BOX 20987 | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PRIMARY STAGES COMPANY | ||||||||
| 307 WEST 38TH STREET SUITE 1510 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ROBERT F KENNEDEY CENTER | ||||||||
| 1367 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $16,200 | |
| SAILFISH POINT FOUNDATION INC | ||||||||
| 1648 SAILFISH POINT BOULEVARD | STUART | FL | 34996 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST JOSEPH HIGH SCHOOL | ||||||||
| 50 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SUMMER SEARCH NYC | ||||||||
| 90 BROAD STREET STE 701 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE FLEA THEATRE | ||||||||
| 41 WHITE STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE SCHOOL OF AMERICAN BALLET | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THEATRE FOR A NEW AUDIENCE | ||||||||
| 154 CHRISTOPHER STREET 3D | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| VALLEY OF THE SUN YMCA | ||||||||
| 350 NORTH FIRST AVENUE | PHOENIX | AZ | 85093 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WMHT EDUCATIONAL TELECOMMUNICATIONS | ||||||||
| 4 GLOBAL VIEW | TROY | NY | 121808368 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CHRISTINA DOWDY | ||||||||
| C/O HOWARD GILMAN FOUNDATION INC | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND GEORGIA SOUTHERN UNIVERSITY | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| FAITH FLANDERS | ||||||||
| C/O HOWARD GILMAN FOUNDATION INC | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND GEORGIA COLLEGE AND STATE UNIVERSITY | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| CYNTHIA GREEN | ||||||||
| C/O HOWARD GILMAN FOUNDATION INC | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND THE UNIVERSITY OF ALABAMA TUSCALOOSA | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| ZACHARY MARX | ||||||||
| C/O HOWARD GILMAN FOUNDATION INC | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND THE UNIVERSITY OF WEST GEORGIA | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| ALEXANDER MOHAMMED | ||||||||
| C/O HOWARD GILMAN FOUNDATION INC | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND THE UNIVERSITY OF NORTH GEORGIA | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| BRANDON PEEPLES | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND NORTH FLORIDA COMMUNITY COLLEGE | $2,900 | 1 ROCKEFELLER PLAZA 1701 |
| MORGAN STRICKLAND | ||||||||
| C/O HOWARD GILMAN FOUNDATION INC | NEW YORK | NY | 100202045 | NONE | NC | SCHOLARSHIP TO ATTEND THE UNIVERSITY OF GEORGIA | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,615,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,906 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,793,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $771,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,570,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,570,948 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS LLP | CategoryTxt |
| Amt | $36,495 | Amt |
| Net Investment Income | $9,124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,371 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALYPTE BIOMEDICAL CORP | $0 | $0 |
| WELLS FARGO BANK A/C #700 | $3,500,000 | $3,622,153 |
| WELLS FARGO BANK A/C #701 | $1,250,000 | $1,288,252 |
| WELLS FARGO BANK A/C #702 | $26,307,242 | $26,373,085 |
| WELLS FARGO BANK A/C #703 | $15,875,000 | $15,875,000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | AT COST | $0 | $0 |
| INVESTMENT IN AFFILIATES: | AT COST | ||
| -SAWMILLS | AT COST | $126,986,074 | $0 |
| -WHITE OAK PLANTATION&NEW GIC | AT COST | $28,071,622 | $0 |
| -GILMAN INDUSTRIAL BLDG CO | AT COST | $456,089 | $0 |
| -MISCELLANEOUS | AT COST | $300,000 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FRIED, FRANK, HARRIS, SHRIVER | $561 | $561 |
| PATTERSON BELKNAP WEBB & TYLER | $11,007 | $11,007 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INTL SCHOLARSHIP SVSE | Desc |
| BOY Book Value | $1,400 | BOYBookValueAmt |
| EOY Book Value | $9,800 | EOYBookValueAmt |
| EOYFMV | $9,800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SUPPORT OF WHITE OAK | |||
| CONFERENCE CENTER | $1,328,223 | $1,328,223 | |
| PROGRAM DELIVERY SERVICES | |||
| CT CORP SYST DELAWARE REP FEE | $1,558 | $1,558 | |
| LETTER OF CREDIT & BANK FEES | $1,516 | $481 | $1,035 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMAN INVESTMENT LLC-NOTE RECEIVABLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $138,957,616 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK OF AMERICA-INVESTMNT FEES | $7,811 | $7,811 | |
| EDUCATIONAL TESTING SERVICE | $3,673 | $3,673 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $245,563 | |
| NYS DEPARTMENT OF LAW | $1,500 | $1,500 |
| DELAWARE ANNUAL REPORT | $25 | $25 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| GILMAN INVESTMENT LLC | ||||||
| 1 ROCKEFELLER PLAZA 1701 | NEW YORK | NY | 100202045 | 134154888 | FUNDS RECEIVED IN ORDER TO PAY CHARITABLE EXPENDITURES | $5,514,908 |
| WHITE OAK PLANTATION LLC | ||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | 134040412 | PROCEEDS FROM SALE OF FACILITIES | $23,594,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,108,917 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE OAK PLANTATION LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 581705 WHITE OAK ROAD | AddressLine1 |
| City | YULEE | City |
| State | FL | State |
| ZIP Code | 32097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134040412 | EIN |
| Desc | FUNDS TRANSFERRED FOR RELATED CONFERENCES & EXPENSES | Desc |
| Amt | $1,328,223 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328,223 | TotalAmt |
Comments