HOWARD GILMAN FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD GILMAN FOUNDATION INC (EIN 13-3097486)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201113139349100801
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T10:10:47-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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) |
|---|---|---|
| Name Control | HOWA | NameControl |
| Phone | 2124080416 | Phone |
US Address USAddress
| 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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN W CROPPER | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2124080416 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024141000 | Phone |
| Date Prepared | 2011-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 127175474 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 330 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 330 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6002356 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6002356 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8182 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 25849 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8182 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6010868 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6010868 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 45000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 45000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 3782 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 3782 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 166178 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 166178 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 170860 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6945 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 163915 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 73720 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 36535 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 37186 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 918321 | InterestRevAndExpnss |
| Interest Net Invst Incm | 918321 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 127225 | TaxesRevAndExpnss |
| Occupancy Rev And Expnss | 103104 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 103104 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 8461 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 8461 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 10947 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 10947 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4009072 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1704 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4007368 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5636670 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 963505 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4545941 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3372900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3372900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9009570 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 963505 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7918841 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2998702 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5047363 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 627824 | CashBOY |
| Cash EOY | 355397 | CashEOY |
| Cash EOYFMV | 355397 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 23833839 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11792642 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11792642 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 158164974 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 160062626 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 158164974 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 94066974 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 2500 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 500000 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 500000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 461 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 178597836 | InvestmentsOtherBOY |
| Investments Other EOY | 185180269 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 20960000 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 40833 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 363665458 | TotalAssetsBOY |
| Total Assets EOY | 355993282 | TotalAssetsEOY |
| Total Assets EOYFMV | 127175474 | TotalAssetsEOYFMV |
| Mortgages And Notes Payable BOY | 15036579 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 10363105 | MortgagesAndNotesPayableEOY |
| Total Liabilities BOY | 15036579 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10363105 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 348628879 | CapitalStockBOY |
| Capital Stock EOY | 345630177 | CapitalStockEOY |
| Total Net Assets BOY | 348628879 | TotalNetAssetsBOY |
| Total Net Assets EOY | 345630177 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 363665458 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 355993282 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 348628879 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2998702 | ExcessOfRevenueOverExpenses |
| Subtotal | 345630177 | Subtotal |
| Total Net Assets Fund Balances EOY | 345630177 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| WORLDCOM SECURITIES LITIGATION | P | 2010-03-26 | 370 | 370 | 370 | ||
| CON AGRA SECURITIES LITIGATION | 2010-08-31 | 2613 | 2613 | 2613 | |||
| SALE OF 15 PIECES OF VARIOUS ARTWORK | D | 2010-03-04 | 6298 | -11369 | -11369 | 1999-01-13 | 17667 |
| SALE OF LICHTENSTEIN PRINT | D | 2010-06-17 | 8900 | 8900 | 8900 | 1999-01-13 | |
| SALE OF ART BOOKS | D | 7668 | 7668 | 7668 | 1999-01-13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8182 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12828060 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 140721799 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.091159 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9149722 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 175727345 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052068 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6486962 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 216213510 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030003 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5463741 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 158226420 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.034531 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23970537 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 179950516 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.133206 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.340967 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068193 | AverageDistributionRatio |
| Net Noncharitable Assets | 120681579 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8229639 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 50474 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 8280113 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7918841 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 100947 | InvestmentIncomeExciseTax |
| Subtotal | 100947 | Subtotal |
| Tax Based On Investment Income | 100947 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 102000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 26000 | TaxPaidWithExtension |
| Total Credits And Payments | 128000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 27053 | Overpayment |
| Amount Credited To Next Year | 27053 | AmountCreditedToNextYear |
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 | true | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARY C FARRELL | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | PRESIDENT/DIRECTOR | 10.0 | 0 | 0 | 0 |
| STEPHEN W CROPPER | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | VP/TREASURER/SECRETARY | 20.0 | 0 | 0 | 0 |
| DOUGLAS B WILSON | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | EXEC VP PUBLIC POLICY | 15.0 | 45000 | 0 | 0 |
| BERNARD D BERGREEN | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| DANIEL L KURTZ | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| NATALIE P MOODY | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 15.0 | 0 | 0 | 0 |
| MARVIN S ROSEN | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| JOSEPH M SAMULSKI | ||||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 5.0 | 0 | 0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 932011 | ATLANTA | GA | 311932011 | ACCOUNTING & TAX | 170860 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 100366710 | LEGAL | 125209 |
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 | 4000000 | 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 | 16921622 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 933879 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 115026974 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 132882475 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 10363105 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 122519370 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1837791 | CashDeemedCharitable |
| Net Noncharitable Assets | 120681579 | NetNoncharitableAssets |
| Minimum Investment Return | 6034079 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6034079 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 100947 | TaxBasedOnInvestmentIncome |
| Total Tax | 100947 | TotalTax |
| Distributable Amount Before Adj | 5933132 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5933132 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5933132 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7918841 | 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 | 7918841 | QualifyingDistributions |
| Adj Qualifying Distributions | 7918841 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5933132 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 7288775 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 398673 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5893278 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 13580726 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7918841 | QualifyingDistributions |
| Applied To Current Year | 5933132 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1985709 | RemainingDistriFromCorpus |
| Total Corpus | 15566435 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 7288775 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8277660 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 398673 | ExcessFromYear2 |
| Excess From Year1 | 5893278 | ExcessFromYear1 |
| Excess From Current Year | 1985709 | ExcessFromCurrentYear |
| 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 | 2123071073 | 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. | FOR A GENERAL CONTRIBUTION, APPLICATIONS ARE ACCEPTED AT ANY TIME. . FOR A SCHOLARSHIP, APPLICATIONS | 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. | FOR A GENERAL CONTRIBUTION, APPLICATIONS ARE ACCEPTED AT ANY TIME. . FOR A SCHOLARSHIP, APPLICATIONS | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| BARYSHNIKOV DANCE FOUNDATION | ||||||||
| 450 WEST 73TH STREET - SUITE 501 | NEW YORK | NY | 10018 | NONE | 501(C)(3) 60 MO TRAN | CENTER FOR DANCE | $100,000 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171466 | NONE | 501(C)(3) PUBLIC CHR | GENERAL SUPPORT | $600,000 | |
| 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 | |
| GILMAN INTERNATIONAL CONSERVATION FOUNDATION | ||||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | NONE | 501(C)(3) PUBLIC CHR | GENERAL SUPPORT | $1,600,000 | |
| NYU STERN SCHOOL OF BUSINESS | ||||||||
| 44 WEST 4TH STREET - ROOM 11-58 | NEW YORK | NY | 100121126 | NONE | 501(C)(3) PUBLIC CHR | GENERAL SUPPORT | $25,000 | |
| NORA C CROPPER | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | DEPENDENT OF STEPHEN W. CROPPER-FOUNDATION OFFICER | SCHOLARSHIP TO ATTEND DARTMOUTH COLLEGE | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| TYLER M MELTON | ||||||||
| C/O HOIWARD GILMAN FOUNATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND GEORGIA SOUTHWESTERN STATE UNIVERSITY | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| LACEY D DUNCAN | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND UNIVERSITY OF FLORIDA | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| LEAH J LENTZ | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND UNIVERSITY OF GEORGIA | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| 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 | |
| JESSICA D GASKINS | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND FLORIDA STATE UNIVERSITY | $4,800 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| JONATHAN P LENTZ | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND UNIVERSITY OF GEORGIA | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| ZACHARY T MARX | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND COLLEGE OF COASTAL GEORGIA | $3,100 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| ALEXANDER C MOHAMMED | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND UNIVERSITY OF GEORGIA | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| MORGAN B STRICKLAND | ||||||||
| C/O HOWARD GILMAN FOUNDATION | NEW YORK | NY | 10019 | NONE | SCHOLARSHIP TO ATTEND VALDOSTA STATE UNIVERSITY | $5,000 | 810 SEVENTH AVENUE - 24TH FLOOR | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3372900 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE OAK CONSERVATION CENTER INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(C)(3) PUBLIC CHR | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL SUPPORT | PurposeOfGrantOrContribution |
| Amount | $1,200,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1200000 | TotGrantOrContriApprovedFuture |
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 | $330 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,002,356 | 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 | $8,182 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,010,868 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6010868 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS LLP | Category |
| Amount | $170,860 | Amount |
| Net Investment Income | 6945 | NetInvestmentIncome |
| Disbursements Charitable Prps | 163915 | 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 | 17 |
| METLIFE INC | 0 | 444 |
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 | 133625982 | |
| -W.O. CORPORATION | AT COST | 14792494 | 16960000 |
| -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 (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FRIED, FRANK, HARRIS, SHRIVER | $40,969 | 40969 |
| PATTERSON BELKNAP WEBB & TYLER | $125,209 | 125209 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENT SECURITY | Description |
| BOY Book Value | 40833 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SUPPORT OF WHITE OAK | |||
| CONFERENCE CENTER | 4000000 | 4000000 | |
| TELEPHONE | 2298 | 1723 | 575 |
| OFFICE SUPPLIES | 100 | 75 | 25 |
| PROGRAM DELIVERY SERVICES | 960 | 960 | |
| CT CORP SYST DELAWARE REP FEE | 604 | 604 | |
| LETTER OF CREDIT | 500 | 500 | |
| OFFICE MOVING EXPENSES | 4610 | 4610 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PHOTO REPRODUCTION FEE INCOME | Description |
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 (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK OF AMERICA-INVESTMNT FEES | $36,535 | 36535 | |
| BRIAN KATULIS - CONSULTANT | $12,000 | 12000 | |
| JARVIS J. SLADE - CONSULTANT | $21,441 | 21442 | |
| EDUCATIONAL TESTING SERVICE | $3,744 | 3744 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL EXCISE TAX | $125,641 |
| NYS DEPARTMENT OF LAW | $1,500 |
| DELAWARE ANNUAL REPORT | $25 |
| NYS LLC/LLP FEE | $50 |
| NYS BIENNIAL FEE | $9 |
Transfers To Controlled Entities TransfersToControlledEntities
To Controlled Entity ToControlledEntity (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | DescriptionDescription | AmountAmount |
|---|---|---|---|---|---|---|
| GILMAN INVESTMENT LLC | ||||||
| 810 SEVENTH AVENUE - 24TH FLOOR | NEW YORK | NY | 10019 | 134154888 | FUNDS TRANSFERRED FROM HG ESTATE, LLC IN ORDER TO PROVIDE WORKING CAPITAL | $6,600,000 |
| WHITE OAK PLANTATION LLC | ||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | 134040412 | FUNDS TRANSFERRED FROM HOWARD GILMAN FOUNDATION FOR RELATED CONFERENCES | $4,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10600000 | Total |
Comments