HOWARD GILMAN FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HOWARD GILMAN FOUNDATION INC (EIN 13-3097486)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-11
IRS object ID: 201323169349100257
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases 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)
Timestamp	2013-11-11T09:18:20-06:00	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	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1301 K STREET NW - SUITE 800W	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20005	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	133097486	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE HOWARD GILMAN FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% JACK L HIRSCH	InCareOfName
Name Control	HOWA	NameControl
Phone	2124080416	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	810 SEVENTH AVENUE - 24TH FLOOR	AddressLine1
Address Line2	Suite	AddressLine2
City	NEW YORK	City
State	NY	State
ZIP Code	10019	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STEPHEN W CROPPER	Name
Title	VICE PRESIDENT/TREASURER	Title
Phone	2124080416	Phone
Date Signed	2013-11-11	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHELLE G MICHALOWSKI	Name
Phone	2024141000	Phone
Date Prepared	2013-11-08	DatePrepared

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)
Exempt PF	X	ExemptPF
FMV Assets EOY	156577326	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	72970	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	340	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	340	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	4000007	DividendsRevAndExpnss
Dividends Net Invst Incm	4000007	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	10937	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	10937	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	10937	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	1050	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	1050	OtherIncomeNetInvstIncm
Total Revenue And Expenses	4085304	TotalRevenueAndExpenses
Total Net Investment Income	4012334	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	46996	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	46996	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	73032	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	18258	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	54774	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	33637	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	30247	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	3390	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	229910	InterestRevAndExpnss
Interest Net Invst Incm	229910	InterestNetInvstIncm
Taxes Rev And Expnss	22525	TaxesRevAndExpnss
Occupancy Rev And Expnss	38899	OccupancyRevAndExpnss
Occupancy Net Invst Incm	330	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	38569	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	1500	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	1500	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	8179	PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps	8179	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	4531563	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	377	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	4531186	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	4986241	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	279122	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	4684594	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1827900	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1827900	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	6814141	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	279122	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	6512494	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-2728837	ExcessOfRevenueOverExpenses
Net Investment Income	3733212	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	1205315	CashBOY
Cash EOY	326350	CashEOY
Cash EOYFMV	326350	CashEOYFMV
Savings And Temp Cash Invst BOY	4986212	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	103816	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	103816	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	158164974	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	158164974	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	158164974	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	118289421	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	500000	InvestmentsCorpStockBOY
Investments Corp Stock EOY	500000	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	339	InvestmentsCorpStockEOYFMV
Investments Other BOY	186380269	InvestmentsOtherBOY
Investments Other EOY	184055269	InvestmentsOtherEOY
Investments Other EOYFMV	37856000	InvestmentsOtherEOYFMV
Other Assets EOY	1400	OtherAssetsEOY
Other Assets EOYFMV	1400	OtherAssetsEOYFMV
Total Assets BOY	351236770	TotalAssetsBOY
Total Assets EOY	343151809	TotalAssetsEOY
Total Assets EOYFMV	156577326	TotalAssetsEOYFMV
Mortgages And Notes Payable BOY	5358723	MortgagesAndNotesPayableBOY
Mortgages And Notes Payable EOY	0	MortgagesAndNotesPayableEOY
Total Liabilities BOY	5358723	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	345878047	CapitalStockBOY
Capital Stock EOY	343151809	CapitalStockEOY
Total Net Assets BOY	345878047	TotalNetAssetsBOY
Total Net Assets EOY	343151809	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	351236770	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	343151809	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	345878047	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-2728837	ExcessOfRevenueOverExpenses
Other Increases	2600	OtherIncreases
Subtotal	343151810	Subtotal
Other Decreases	1	OtherDecreases
Total Net Assets Fund Balances EOY	343151809	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
SALE OF ART BOOKS	D	1999-01-13	2012-01-05	1337	1337	1337
SALE OF ART BOOKS	D	1999-01-13	2012-05-10	600	600	600
SALE OF ART BOOKS	D	1999-01-13	2012-06-01	5400	5400	5400
SALE OF ART BOOKS	D	1999-01-13	2012-06-26	1800	1800	1800
SALE OF ART BOOKS	D	1999-01-13	2012-11-13	1800	1800	1800

Field	Value	IRS element (for citing)
Capital Gain Net Income	10937	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	3703986	QualifyingDistributionsYear1
Noncharitable Assets Year1	112414839	NoncharitableAssetsYear1
Distribution Ratio Year1	0.032949	DistributionRatioYear1
Qualifying Distributions Year2	7918841	QualifyingDistributionsYear2
Noncharitable Assets Year2	120681579	NoncharitableAssetsYear2
Distribution Ratio Year2	0.065618	DistributionRatioYear2
Qualifying Distributions Year3	12828060	QualifyingDistributionsYear3
Noncharitable Assets Year3	140721799	NoncharitableAssetsYear3
Distribution Ratio Year3	0.091159	DistributionRatioYear3
Qualifying Distributions Year4	9149722	QualifyingDistributionsYear4
Noncharitable Assets Year4	175727345	NoncharitableAssetsYear4
Distribution Ratio Year4	0.052068	DistributionRatioYear4
Qualifying Distributions Year5	6486962	QualifyingDistributionsYear5
Noncharitable Assets Year5	216213510	NoncharitableAssetsYear5
Distribution Ratio Year5	0.030003	DistributionRatioYear5
Total Distribution Ratio	0.271797	TotalDistributionRatio
Average Distribution Ratio	0.054359	AverageDistributionRatio
Net Noncharitable Assets	156426054	NetNoncharitableAssets
Adjusted Noncharitable Assets	8503164	AdjustedNoncharitableAssets
One Percent Net Investment Income	37332	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	8540496	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	6512494	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	74664	InvestmentIncomeExciseTax
Subtotal	74664	Subtotal
Tax Based On Investment Income	74664	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	71144	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	3563	TaxPaidWithExtension
Total Credits And Payments	74707	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	43	PenaltyForUnderpayment

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	DE	StatesFiledWith
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	true	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.HOWARDGILMAN.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JACK L HIRSCH	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2124080408	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	810 SEVENTH AVENUE - 24TH FLOOR	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10019	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	true	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	true	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
MARY C FARRELL
810 SEVENTH AVENUE - 24TH FLOOR	NEW YORK	NY	10019	PRESIDENT/DIRECTOR	18.0	0
STEPHEN W CROPPER
810 SEVENTH AVENUE - 24TH FLOOR	NEW YORK	NY	10019	VP/TREASURER/SECRETARY	20.0	0
DANIEL L KURTZ
810 SEVENTH AVENUE - 24TH FLOOR	NEW YORK	NY	10019	CHAIRMAN OF THE BOARD/DIRECTOR	3.0	0
MARVIN S ROSEN
810 SEVENTH AVENUE - 24TH FLOOR	NEW YORK	NY	10019	DIRECTOR	1.0	0
JOSEPH M SAMULSKI
810 SEVENTH AVENUE - 24TH FLOOR	NEW YORK	NY	10019	DIRECTOR	5.0	0

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 932011	AddressLine1
City	ATLANTA	City
State	GA	State
ZIP Code	311932011	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	ACCOUNTING & TAX	TypeOfService
Compensation	73032	Compensation

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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	Description1
Expenses1	4529728	Expenses1
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	Description2
Description3	COUNTRY'S LEADING FACILITIES FOR BREEDING ENDANGERED ANIMALS. SUBSTANTIALLY ALL OF WHITE OAK PLANTATION'S USE IS FOR CHARITABLE PURPOSES.	Description3

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2045897	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	615459	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	156146821	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	158808177	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	158808177	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2382123	CashDeemedCharitable
Net Noncharitable Assets	156426054	NetNoncharitableAssets
Minimum Investment Return	7821303	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	7821303	MinimumInvestmentReturn
Tax Based On Investment Income	74664	TaxBasedOnInvestmentIncome
Total Tax	74664	TotalTax
Distributable Amount Before Adj	7746639	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	2600	RecoveriesQlfyDistributions
Distributable Amount Before Ded	7749239	DistributableAmountBeforeDed
Distributable Amount As Adjusted	7749239	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	6512494	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	6512494	QualifyingDistributions
Adj Qualifying Distributions	6512494	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	7749239	DistributableAmountAsAdjusted
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Excess Distri Carryover Year3	4403104	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1985709	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	6388813	TotalExcessDistriCarryover
Qualifying Distributions	6512494	QualifyingDistributions
Applied To Current Year	6512494	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	1236745	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	1236745	ExcessDistriCyovAppliedCY
Total Corpus	5152068	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	5152068	ExcessDistriCyovToNextYear
Excess From Year3	3166359	ExcessFromYear3
Excess From Year2	1985709	ExcessFromYear2

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo (2 entries)

Recipient NameRecipientName	Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Phone NumberRecipientPhoneNumber	Form And Info And MaterialsFormAndInfoAndMaterials	Submission DeadlinesSubmissionDeadlines	Restrictions On AwardsRestrictionsOnAwards
THE HOWARD GILMAN FOUNDATION INC	810 SEVENTH AVE - 24TH FLOOR	NEW YORK	NY	10019	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 Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ALZHEIMER'S DRUG DEVELOPMENT
17 WEST 57TH STREET	NEW YORK	NY	10019	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
BARD COLLEGE
PO BOX 5000	ANNANDALE ON HUDSON	NY	12504	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$7,500
BARYSHNIKOV DANCE FOUNDATION
450 WEST 37TH STREET - SUITE 501	NEW YORK	NY	10018	NONE	60 MO TRANS	CENTER FOR DANCE	$200,000
BRROKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUE	BROOKLYN	NY	112171486	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$500,000
BROOKLYN MUSIC SCHOOL
126 ST FELIX STREET	BROOKLYN	NY	11217	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
C CAP
250 WEST 57TH STREET - SUITE 2015	NEW YORK	NY	10107	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$1,500
CITY CENTER
130 WEST 56TH STREET	NEW YORK	NY	10019	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
DARTMOUTH COLLEGE
6041 LOWER LEVEL - WILSON HALL	HANOVER	NH	037553543	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$500,000
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZA	NEW YORK	NY	100236595	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$500,000
HOSPITAL AUDIENCES INC
548 BROADWAY - 3RD FLOOR	NEW YORK	NY	10012	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
JACOB'S PILLOW DANCE
358 GEORGE CARTER ROAD	BECKET	MA	01223	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$7,500
LABYRINTH THEATER
155 BANK STREET	NEW YORK	NY	10014	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$1,000
MANHATTAN YOUTH & RECREATION RESOURCES
120 WARREN STREET	NEW YORK	NY	10007	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$10,000
NYU STERN SCHOOL OF BUSINESS
44 WEST 4TH STREET	NEW YORK	NY	10012	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$10,000
PRIMARY STAGES COMPANY
307 WEST 38TH STREET - SUITE 1510	NEW YORK	NY	10018	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$8,000
ROBERT F KENNEDY CENTER
1367 CONNECTICUT AVENUE NW - SUITE	WASHINGTON	DC	20036	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$7,000
ST JOSEPH HIGH SCHOOL
50 WILLOUGHBY STREET	BROOKLYN	NY	11201	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
THE SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
VALLEY OF THE SUN YMCA
350 NORTH FIRST AVENUE	PHOENIX	AZ	85093	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$5,000
YALE NEW HAVEN HOSPITAL
20 YORK STREET	NEW HAVEN	CT	06510	NONE	501(C)(3) PUBLIC CHR	GENERAL SUPPORT	$10,000
JAMES A CARTER
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND NEW COLLEGE OF FLORIDA	$5,000	810 SEVENTH AVENUE - 24TH FLOOR
CHRISTINA M DOWDY
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND GEORGIA SOUTHERN UNIVERSITY	$5,000	810 SEVETN AVENUE - 24TH FLOOR
JONATHAN P LENTZ
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND UNIVERSITY OF GEORGIA	$2,500	810 SEVENTH AVENUE - 24TH FLOOR
ZACHARY T MARX
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND UNIVERSITY OF WEST GEORGIA	$5,000	810 SEVENTH AVENUE - 24TH FLOOR
ALEXANDER C MOHAMMED
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND NORTH GEORGIA COLLEGE	$5,000	810 SEVENTH AVENUE - 24TH FLOOR
BRANDON D PEEPLES
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND NORTH FLORIDA COMMUNITY COLLEGE	$2,900	810 SEVENTH AVENUE - 24TH FLOOR
MORGAN B STRICKLAND
C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	NONE		SCHOLARSHIP TO ATTEND UNIVERSITY OF GEORGIA	$5,000	810 SEVENTH AVENUE - 24TH FLOOR

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1827900	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$340	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4,000,007	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$10,937	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	PHOTOGRAPGHY COLLECTION ROYALTIES	Description
Exclusion Code	15	ExclusionCode
Exclusion	$1,050	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$4,012,334	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	4012334	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (5 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
1	WHITE OAK CONSERVATION INC	1615 RIVERSIDE AVENUE	JACKSONVILLE	FL	32204	44698	X
2	TRUSSWAY MANUFACTURING INC	PO BOX 111577	HOUSTON	TX	772931577	10000	X
3	JOHN KATHY MCILVAINE	8217 BAY TREE LANE	JACKSONVILLE	FL	32256	5000	X
4	PAUL ELLA SCHUTT	4670 CARLTON DUNES DRIVE B	AMELIA ISLAND	FL	320345589	5000	X
5	VARIOUS CONTRIBUTORS UNDER 5000 E	C/O HOWARD GILMAN FOUNDATION	NEW YORK	NY	10019	8272	X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	PRICEWATERHOUSECOOPERS LLP	Category
Amount	$73,032	Amount
Net Investment Income	18258	NetInvestmentIncome
Disbursements Charitable Prps	54774	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CALYPTE BIOMEDICAL CORP	500000	10
METLIFE INC	0	329

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (7 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
ARTWORK	AT COST	3132567	4000000
INVESTMENT IN AFFILIATES:	AT COST
-SAWMILLS	AT COST	132500982
-WHITE OAK PLANTATION	AT COST	14792494	33856000
-GILMAN INDUSTRIAL BLDG CO	AT COST	456089
-NEW GIC CORPORATION	AT COST	32873137
-MISCELLANEOUS	AT COST	300000

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (3 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
FRIED, FRANK, HARRIS, SHRIVER	$2,966	2966
PATTERSON BELKNAP WEBB & TYLER	$40,241	40241
CARTER LEDYARD & MILBURN LLP	$3,789	3789

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DUE FROM EDUCATIONAL TESTING S	Description
EOY Book Value	1400	EOYBookValue
EOYFMV	1400	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	ROUNDING	Description
Amount	$1	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
SUPPORT OF WHITE OAK
CONFERENCE CENTER	4529728	4529728
PROGRAM DELIVERY SERVICES	976	976
CT CORP SYST DELAWARE REP FEE	365		365
LETTER OF CREDIT & BANK FEES	494	482	12

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	PHOTOGRAPHY COLLECTION ROYALTIES	Description
Revenue And Expenses Per Books	1050	RevenueAndExpensesPerBooks
Net Investment Income	1050	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	RECOVERY OF PRIOR YEAR SCHOLARSHIPS	Description
Amount	$2,600	Amount

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Field	Value	IRS element (for citing)
Business Name Line1	GILMAN INVESTMENT LLC-NOTE RECEIVABLE	BusinessNameLine1

Field	Value	IRS element (for citing)
Balance Due	158164974	BalanceDue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK OF AMERICA-INVESTMNT FEES	$9,793	9793
EDUCATIONAL TESTING SERVICE	$3,390		3390
FARM CREDIT OF NORTH FLORIDA	$20,454	20454

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount
FEDERAL EXCISE TAX	$21,000
NYS DEPARTMENT OF LAW	$1,500
DELAWARE ANNUAL REPORT	$25

Transfers Frm Controlled Entities TransfersFrmControlledEntities

From Controlled Entity FromControlledEntity

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GILMAN INVESTMENT LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	810 SEVENTH AVENUE - 24TH FLOOR	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10019	ZIPCode

Field	Value	IRS element (for citing)
EIN	134154888	EIN
Description	FUNDS RECEIVED IN ORDER TO PAY LOAN PAYABLE FARM CREDIT OF NORTH FLORIDA	Description
Amount	$2,325,000	Amount

Field	Value	IRS element (for citing)
Total	2325000	Total

Transfers To Controlled Entities TransfersToControlledEntities

To Controlled Entity ToControlledEntity

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WHITE OAK PLANTATION LLC	BusinessNameLine1

Address US AddressUS

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
Description	FUNDS TRANSFERRED FROM HOWARD GILMAN FOUNDATION FOR RELATED CONFERENCES	Description
Amount	$4,529,728	Amount

Field	Value	IRS element (for citing)
Total	4529728	Total