THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-12-10
- IRS object ID
- 201423449349100207
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-10T16:32:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE FOX CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 NORTH PARK AVENUE | AddressLine1 |
| City | ROCKVILLE CENTRE | City |
| State | NY | State |
| ZIP Code | 11570 | 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 | 133178179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9147394605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 468 | AddressLine1 |
| City | CRUGERS | City |
| State | NY | State |
| ZIP Code | 10521 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GILDIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147394605 | PhoneNum |
| Signature | 2014-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE FOX | PreparerPersonNm |
| PTIN | P01395479 | PTIN |
| Phone | 5165364001 | PhoneNum |
| Preparation | 2014-10-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $494,326 | 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 | $15,297 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $480 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,490 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $650 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $138,296 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $138,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $160,196 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $225,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $257,579 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $207,121 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $504,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $533,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $494,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $504,578 | CapitalStockBOYAmt |
| Capital Stock EOY | $533,467 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $504,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $533,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $504,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $533,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $504,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $533,467 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $533,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FRAC GENL MOTORS PFD | 2004-06-24 | 2013-12-23 | $57 | $161 | -$104 | -$104 |
| 500 FORD MOTOR PFD | 2008-07-14 | 2013-02-04 | $12,500 | $6,210 | $6,290 | $6,290 |
| 500 GMAC PFD | 2008-07-14 | 2013-09-09 | $12,500 | $6,100 | $6,400 | $6,400 |
| 300 BANK OF AMER PFD | 2009-11-03 | 2013-08-01 | $7,500 | $5,712 | $1,788 | $1,788 |
| 250 CITICORP PFD | 2009-11-03 | 2013-04-16 | $6,250 | $4,385 | $1,865 | $1,865 |
| 500 ALLIANZ SE PFD | 2011-05-31 | 2013-06-17 | $12,500 | $14,097 | -$1,597 | -$1,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,642 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $507,762 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054748 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,890 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $467,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059605 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $345,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079222 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $327,310 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080150 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,365 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $341,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088787 | DistributionYr5Rt |
| Total Distribution | 0.362512 | TotalDistributionRt |
| Average Distribution | 0.072502 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $509,527 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,942 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,997 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $741 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $143 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID GILDIN | IndividualWithBooksNm |
| Phone | 9147394605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 468 | AddressLine1 |
| City | CRUGERS | City |
| State | NY | State |
| ZIP Code | 10521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID GILDIN | ||||||||
| 177 FURNACE DOCK RD | CORTLANDT MANOR | NY | 10566 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| MARSHA GILDIN | ||||||||
| 66 OVERLOOK TERRACE | NEW YORK | NY | 10040 | SEC'Y/TREAS. | 2.00 | $0 | $0 | $0 |
| BETH WATROUS | ||||||||
| 659 BRATTLEBORO RD | BERNARDSTON | MA | 01337 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $487,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $517,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $517,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $509,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $872 | TotalTaxAmt |
| Distributable Before Adj | $24,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,604 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,997 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,997 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,692 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,077 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,020 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,393 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,345 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,364 | ExcessFromYear4Amt |
| Excess From Year3 | $10,692 | ExcessFromYear3Amt |
| Excess From Year2 | $5,077 | ExcessFromYear2Amt |
| Excess From Year1 | $3,020 | ExcessFromYear1Amt |
| Excess From Current Year | $5,393 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID GILDIN | ContributingManagerNm |
| Contributing Manager | MARSHA GILDIN | ContributingManagerNm |
| Contributing Manager | BETH WATROUS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACWIS | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $180 |
| ALZHEIMER ASSOCIATION | |||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | GENL CHARITABLE PURPOSES | $1,000 |
| AMER FRIENDS BEIT HATFUTSOT | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $100 |
| AMER FRIENDS OF BAR-ILAN UNIVERSITY | |||||
| 160 E 56TH ST | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $2,000 |
| AMER FRIENDS OF THE GHETTO FIGHTERS MUSEUM | |||||
| 825 WEST END AVE | NEW YORK | NY | 10025 | GENL CHARITABLE PURPOSES | $100 |
| AMER FRIENDS OF THE OPEN UNIVERSITY | |||||
| 120 E 56TH ST | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $180 |
| AMER JEWISH COMMITEE | |||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $150 |
| AMER JEWISH WORLD SERVICE | |||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | GENL CHARITABLE PURPOSES | $500 |
| AMERSOCIETY FOR YAD VASHEM | |||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | GENL CHARITABLE PURPOSES | $150 |
| AMERICAN CIVIL LIBERTIES UNION | |||||
| 125 BROAD ST | NEW YORK | NY | 10004 | GENL CHARITABLE PURPOSES | $100 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||
| 352 SEVENTH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $100 |
| ANTI DEFAMATION LEAGUE | |||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | GENL CHARITABLE PURPOSES | $250 |
| ARCHEOLOGICAL CONSERVANCY | |||||
| 5301 CENTRAL AVE NE | ALBUQUERQUE | NM | 87108 | GENL CHARITABLE PURPOSES | $100 |
| BNAI BRITH FOUNDATION | |||||
| 2020 K ST NW | WASHINGTON | DC | 20006 | GENL CHARITABLE PURPOSES | $150 |
| BRADY CAMPAIGN | |||||
| 1255 I ST NW | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $100 |
| CARE | |||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | GENL CHARITABLE PURPOSES | $100 |
| CENTER FOR JEWISH HISTORY | |||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | GENL CHARITABLE PURPOSES | $100 |
| CHILDREN'S AID SOCIETY | |||||
| 105 E 22ND ST | NEW YORK | NY | 10010 | GENL CHARITABLE PURPOSES | $100 |
| COPLAND HOUSE | |||||
| 1538 WASHINGTON ST | CORTLANDT MANOR | NY | 10567 | GENL CHARITABLE PURPOSES | $250 |
| DEF DANCE JAM WORKSHOP | |||||
| PO BOX 3092 | NEW YORK | NY | 10027 | GENL CHARITABLE PURPOSES | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $150 |
| DOROT INC | |||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | GENL CHARITABLE PURPOSES | $180 |
| FINCA | |||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $100 |
| FRIENDS OF MUSIC | |||||
| 210 N BROADWAY | SLEEPY HOLLOW | NY | 10591 | GENL CHARITABLE PURPOSES | $100 |
| FRIENDS OF THE 92ND STREET Y | |||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | GENL CHARITABLE PURPOSES | $100 |
| GESHER FOUNDATION | |||||
| 332 BLEECKER ST | NEW YORK | NY | 10014 | GENL CHARITABLE PURPOSES | $180 |
| GIVAT HAVIVA EDUCATION FND | |||||
| 114 W 26TH ST | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $100 |
| GOH PRODUCTIONS | |||||
| 239 E 5TH ST | NEW YORK | NY | 10003 | GENL CHARITABLE PURPOSES | $2,000 |
| GREENFIELD CENTER SCHOOL | |||||
| 71 MONTAGUE CITY RD | GREENFIELD | MA | 01301 | GENL CHARITABLE PURPOSES | $3,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | GENL CHARITABLE PURPOSES | $100 |
| JEWISH DEFENSE LEAGUE | |||||
| PO BOX 480370 | LOS ANGELES | CA | 90048 | GENL CHARITABLE PURPOSES | $100 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||
| 305 7TH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $100 |
| JEWISH MUSEUM | |||||
| 1109 FIFTH AVE | NEW YORK | NY | 10128 | GENL CHARITABLE PURPOSES | $200 |
| LEAGUE OF WOMEN VOTERS | |||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | GENL CHARITBALE PURPOSES | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | GENL CHARITABLE PURPOSES | $100 |
| METROPOLITAN MUSEUM OF ART | |||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | GENL CHARITABLE PURPOSES | $100 |
| MUSEUM OF JEWISH HERITAGE | |||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | GENL CHARITABLE PURPOSES | $100 |
| NAT'L YIDDISH BOOK CENTER | |||||
| 1021 WEST ST | AMHERST | MA | 01002 | GENL CHARITABLE PURPOSES | $360 |
| NATL YIDDISH THEATRE | |||||
| 25 E 21ST ST | NEW YORK | NY | 10010 | GENL CHARITABLE PURPOSES | $100 |
| NEW ISRAEL FUND | |||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | GENL CHARITABLE PURPOSES | $4,000 |
| NEW YORK BOTANICAL GARDEN | |||||
| 200TH ST SOUTHERN BLVD | BRONX | NY | 10458 | GENL CHARITABLE PURPOSES | $100 |
| NEW YORK PUBLIC LIBRARY | |||||
| 476 FIFTH AVE | NEW YORK | NY | 10018 | GENL CHARITABLE PURPOSES | $100 |
| NEW YORK TIMES NEEDIST | |||||
| 620 8TH AVENUE | NEW YORK | NY | 10018 | GENL CHARITABLE PURPOSES | $250 |
| OPEN DOOR FOUNDATION | |||||
| 165 MAIN ST | OSSINING | NY | 10562 | GENL CHARITABLE PURPOSES | $100 |
| ORT AMERICA | |||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | GENL CHARITABLE PURPOSES | $100 |
| OXFAM AMERICA | |||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | GENL CHARITABLE PURPOSES | $100 |
| PLANNED PARENTHOOD | |||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $150 |
| SEABEE HISTORICAL FOUNDATION | |||||
| PO BOX 657 | GULFPORT | MS | 39502 | GENL CHARITABLE PURPOSES | $100 |
| SIMON WIESENTHAL CENTER | |||||
| 1399 SOUTH ROXBURY DR | LOS ANGELES | CA | 90035 | GENL CHARITABLE PURPOSES | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||
| 125 WASHINGTON AVE | MONTGOMERY | AL | 36104 | GENL CHARITABLE PURPOSES | $650 |
| THE JUILLIARD SCHOOL | |||||
| 60 LINCOLN CTR PLAZA | NEW YORK | NY | 10023 | GENL CHARITABLE PURPOSES | $100 |
| THE NATURE CONSERVANCY | |||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | GENL CHARITABLE PURPOSES | $100 |
| THIRTEENWNET | |||||
| 825 8TH AVE | NEW YORK | NY | 10019 | GENL CHARITABLE PURPOSES | $250 |
| UJAFEDERATION OF NEW YORK | |||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $4,000 |
| ULTIMATE PEACE | |||||
| 78 CRITTENDEN HILL RD | SHELBURNE FALLS | MA | 01370 | GENL CHARITABLE PURPOSES | $500 |
| US FUND FOR UNICEF | |||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | GENL CHARITABLE PURPOSES | $175 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | GENL CHARITABLE PURPOSES | $150 |
| VARIOUS OTHER CONTRIBUTIONS (19) - EACH LESS THAN 100 | |||||
| GENL POST OFFICE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $1,033 |
| WESTCHESTER LAND TRUST | |||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | GENL CHARITABLE PURPOSES | $100 |
| WILDLIFE CONSERVATION SOCIETY | |||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | GENL CHARITABLE PURPOSES | $119 |
| WORLD JEWISH CONGRESS | |||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | GENL CHARITABLE PURPOSES | $150 |
| YIVO INST FOR JEWISH RESEARCH | |||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | GENL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,407 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,554 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID GILDIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 FURNACE DOCK RD | AddressLine1 |
| City | CORTLANDT MANOR | City |
| State | NY | State |
| ZIP Code | 10566 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,297 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 306 SHS VERIZON COMMUNICATIONS | NoncashPropertyDesc |
| Fair Market Value | $15,297 | FairMarketValueAmt |
| Received | 2014-11-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOX AND COMPANY CPA'S | CategoryTxt |
| Amt | $8,325 | Amt |
| Net Investment Income | $5,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $40000 NEW ENG TEL 7.87% 11/29 | $42,459 | $46,947 |
| $58000 AT&T BROADBAND 9.445% 11/22 | $68,652 | $80,335 |
| $30,000 AT&T NTS 6.5% 3/29 | $27,185 | $32,914 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 AEGON NV CAP SECS | $12,500 | $11,705 |
| 500 BAC CAP TR VIII 6% | $12,500 | $12,430 |
| 800 HSBC HOLDINGS 6.2% | $20,000 | $19,760 |
| 500 FORD MOTOR PFD 7.5% | $0 | $0 |
| 500 GMAC LLC PFD 7.35% | $0 | $0 |
| 300 BK OF AMER PFD 7.25% | $0 | $0 |
| 250 CITIGROUP PFD 6.87% | $0 | $0 |
| 500 SHS ALLIANZ SE PFD | $0 | $0 |
| 750 SHS DUKE ENERGY | $15,638 | $17,252 |
| 1500 SHS JOHN HANCOCK PFD FD III | $27,591 | $23,385 |
| 104 GENL MOTORS CO | $11,680 | $4,250 |
| 25 MOTOR LIQUIDATING CO | $0 | $804 |
| 306 SHS VERIZON COMMUNICATION | $15,297 | $15,037 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3019 EATON VANCE LTD DUR FD | AT COST | $56,602 | $46,191 |
| 2000 NUVEEN QUALITY PFD FD 3 | AT COST | $29,841 | $15,700 |
| 2011 PIMCO CORP OPPORTUNITY FD | AT COST | $34,358 | $34,710 |
| 2516 PIMCO CORP INC FD | AT COST | $46,583 | $47,653 |
| 1500 NUVEEN QUALITY PFD FD 2 | AT COST | $23,728 | $12,210 |
| 1000 NUVEEN PFD & CONV INC FD | AT COST | $13,660 | $9,730 |
| 500 SHS BLACKROCK REAL ASSET EQUITY | AT COST | $6,412 | $4,355 |
| 94 GENL MOTORS WTS 7/10/16 | AT COST | $7,729 | $2,927 |
| 94 GENL MOTORS WTS 7/10/19 | AT COST | $5,996 | $2,173 |
| 1400 SHS PIMCO DYNAMIC INC FD | AT COST | $32,670 | $31,472 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JESSICA BACALA ESQ | CategoryTxt |
| Legal Fees | $480 | LegalFeesAmt |
| Net Investment Income | $480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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