THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC (EIN 13-3178179)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201313119349100321
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T14:05:21-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE FOX CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133178179 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND LUCILLE GILDIN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 9147394605 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID GILDIN | Name |
| Title | PRESIDENT | Title |
| Phone | 9147394605 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE FOX | Name |
| PTIN | P01395479 | PTIN |
| Phone | 5165364001 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 518778 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 36856 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36856 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -371 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 39620 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 36489 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36860 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5730 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3820 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 593 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 593 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 165 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 65 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10308 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6388 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3920 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23879 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23879 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34187 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6388 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 27799 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2302 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30472 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5076 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17353 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17353 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 143668 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 123894 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 131123 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 157326 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 138296 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 177581 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 196206 | InvestmentsOtherBOY |
| Investments Other EOY | 225035 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 192721 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 502276 | TotalAssetsBOY |
| Total Assets EOY | 504578 | TotalAssetsEOY |
| Total Assets EOYFMV | 518778 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 502276 | CapitalStockBOY |
| Capital Stock EOY | 504578 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 502276 | TotalNetAssetsBOY |
| Total Net Assets EOY | 504578 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 502276 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 504578 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 502276 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2302 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 504578 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 504578 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 25M LUCENT TECH | 2001-01-26 | 2012-01-24 | 18370 | 19030 | -660 | -660 |
| 600 AT&T INC. PFD | 2010-08-10 | 2012-02-15 | 15000 | 15000 | 0 | 0 |
| 250 FIFTH THIRD CAP TR PFD | 2009-11-03 | 2012-08-15 | 6250 | 6250 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -660 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 27890 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 467910 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059605 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27387 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 345698 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.079222 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26234 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 327310 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080150 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30365 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 341997 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088787 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29668 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 396340 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074855 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.382619 | TotalDistributionRatio |
| Average Distribution Ratio | 0.076524 | AverageDistributionRatio |
| Net Noncharitable Assets | 507762 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38856 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 305 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39161 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 27799 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 609 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 609 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 609 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 650 | TaxPaidWithExtension |
| Total Credits And Payments | 650 | TotalCreditsAndPayments |
| Overpayment | 41 | Overpayment |
| Amount Credited To Next Year | 41 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID GILDIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9147394605 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 494991 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20503 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 515494 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 515494 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7732 | CashDeemedCharitable |
| Net Noncharitable Assets | 507762 | NetNoncharitableAssets |
| Minimum Investment Return | 25388 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25388 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 609 | TaxBasedOnInvestmentIncome |
| Total Tax | 609 | TotalTax |
| Distributable Amount Before Adj | 24779 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24779 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24779 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 27799 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 27799 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 27799 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24779 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 10417 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 13799 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10364 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10692 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5077 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 50349 | TotalExcessDistriCarryover |
| Qualifying Distributions | 27799 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24779 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3020 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 53369 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 10417 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 42952 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 13799 | ExcessFromYear4 |
| Excess From Year3 | 10364 | ExcessFromYear3 |
| Excess From Year2 | 10692 | ExcessFromYear2 |
| Excess From Year1 | 5077 | ExcessFromYear1 |
| Excess From Current Year | 3020 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID GILDIN | ContributingManager |
| Contributing Manager | MARSHA GILDIN | ContributingManager |
| Contributing Manager | BETH WATROUS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (63 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ACWIS | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $180 |
| AFMDA | |||||
| 352 SEVENTH AVE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $100 |
| ALZHEIMER ASSOCIATION | |||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | GENL CHARITABLE PURPOSES | $1,000 |
| AMER FOR PEACE NOW | |||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | GENL CHARITABLE PURPOSES | $150 |
| AMER FRIENDS BEIT HATFUTSOT | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | GENL CHARITABLE PURPOSES | $100 |
| AMER FRIENDS OF JORDAN RIVER VILLAGE | |||||
| 228 PARK AVE S | NEW YORK | NY | 10003 | GENL CHARITABLE PURPOSES | $250 |
| 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 | $300 |
| 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 |
| DANA FARBER CANCER INSTITUTE | |||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | GENL CHARITABLE PURPOSES | $400 |
| 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 | $100 |
| DOROT INC | |||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | GENL CHARITABLE PURPOSES | $180 |
| ELDERS SHARE THE ARTS | |||||
| 138 SOUTH OXFORD ST | BROOKLYN | NY | 11217 | GENL CHARITABLE PURPOSES | $1,000 |
| FINCA | |||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | GENL CHARITABLE PURPOSES | $100 |
| FOLKSBIENE YIDDISH THEATRE | |||||
| 135 W 29TH ST | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $100 |
| FOUNDATION FOR JEWISH CULTURE | |||||
| 330 SEVENTH AVE | NEW YORK | NY | 10001 | 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 |
| GREENFIELD CENTER SCHOOL | |||||
| 71 MONTAGUE CITY RD | GREENFIELD | MA | 01301 | GENL CHARITABLE PURPOSES | $1,750 |
| HHREC | |||||
| FOUR WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | GENL CHARITABLE PURPOSES | $100 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | GENL CHARITABLE PURPOSES | $100 |
| JCC MANHATTAN | |||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | GENL CHARITABLE PURPOSES | $100 |
| JEWISH MUSEUM | |||||
| 1109 FIFTH AVE | NEW YORK | NY | 10128 | GENL CHARITABLE PURPOSES | $200 |
| JEWISH NATIONAL FUND | |||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | GENL CHARITABLE PURPOSES | $250 |
| MARLBORO SCHOOL OF MUSIC | |||||
| 1616 WALNUT ST | PHILADELPHIA | PA | 19103 | GENL CHARITBALE PURPOSES | $300 |
| 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 |
| NAT'L YIDDISH BOOK CENTER | |||||
| 1021 WEST ST | AMHERST | MA | 01002 | GENL CHARITABLE PURPOSES | $360 |
| NATL JEWISH CLAL | |||||
| 440 PARK AVE SOUTH | NEW YORK | NY | 10016 | GENL CHARITABLE PURPOSES | $100 |
| NATL RESOURCES DEFENSE COUNCIL | |||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | GENL CHARITABLE PURPOSES | $150 |
| NATL YIDDISH THEATRE | |||||
| 25 E 21ST ST | NEW YORK | NY | 10010 | GENL CHARITABLE PURPOSES | $500 |
| 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 |
| 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 | $150 |
| TEMPLE ISRAEL NORTHERN WESTCHESTER | |||||
| 31 GLENGARY RD | CROTON ON HUDSON | NY | 10520 | GENL CHARITABLE PURPOSES | $140 |
| 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 |
| 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 (25) - EACH LESS THAN 100 | |||||
| GENL POST OFFICE | NEW YORK | NY | 10001 | GENL CHARITABLE PURPOSES | $1,134 |
| WESTCHESTER LAND TRUST | |||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | GENL CHARITABLE PURPOSES | $100 |
| 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) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23879 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,856 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$371 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $36,489 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 36489 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOX AND COMPANY CPA'S | Category |
| Amount | $9,550 | Amount |
| Net Investment Income | 5730 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3820 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| $25000 LUCENT TECH 6.45%3/29 | 0 | 0 |
| $40000 NEW ENG TEL 7.87% 11/29 | 42459 | 53140 |
| $58000 AT&T BROADBAND 9.445% 11/22 | 68652 | 87688 |
| $30,000 AT&T NTS 6.5% 3/29 | 27185 | 36753 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000 GENL MOTORS PFD 7.5% | 0 | 0 |
| 500 AEGON NV CAP SECS | 12500 | 12580 |
| 500 BAC CAP TR VIII 6% | 12500 | 12555 |
| 800 HSBC HOLDINGS 6.2% | 20000 | 20024 |
| 500 FORD MOTOR PFD 7.5% | 6210 | 12950 |
| 500 GMAC LLC PFD 7.35% | 6100 | 12515 |
| 300 BK OF AMER PFD 7.25% | 5712 | 7611 |
| 250 CITIGROUP PFD 6.87% | 4385 | 6272 |
| 250 FIFTH THIRD PFD 6.25% | 0 | 0 |
| 600 AT&T PFD 6.37% | 0 | 0 |
| 500 SHS ALLIANZ SE PFD | 14097 | 12812 |
| 750 SHS DUKE ENERGY | 15638 | 15950 |
| 800 SHS JOHN HANCOCK PFD FD III | 15038 | 15000 |
| 99 GENL MOTORS CO | 11714 | 2854 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (10 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 3019 EATON VANCE LTD DUR FD | AT COST | 56602 | 50297 |
| 2000 NUVEEN QUALITY PFD FD 3 | AT COST | 29841 | 17780 |
| 2011 PIMCO CORP OPPORTUNITY FD | AT COST | 34358 | 39033 |
| 2516 PIMCO CORP INC FD | AT COST | 46583 | 53232 |
| 1500 NUVEEN QUALITY PFD FD 2 | AT COST | 23728 | 14190 |
| 1000 NUVEEN PFD & CONV INC FD | AT COST | 13660 | 9650 |
| 500 SHS BLACKROCK REAL ASSET EQUITY | AT COST | 6412 | 5130 |
| 25 MOTORS LIQ CO. | AT COST | 0 | 530 |
| 90 GENL MOTORS WTS 7/10/16 | AT COST | 7800 | 1735 |
| 90 GENL MOTORS WTS 7/10/19 | AT COST | 6051 | 1144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NEW YORK STATE FILING FEE | 100 | 0 | 100 |
| BANK CHARGES | 65 | 65 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE | Category |
| Amount | $593 | Amount |
| Net Investment Income | 593 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments