HOWARD GILMAN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD GILMAN FOUNDATION INC (EIN 13-3097486)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349101677
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:52:27-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW 1000 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133097486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD GILMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2124080419 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 1701 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C FARRELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124080419 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MICHALOWSKI | PreparerPersonNm |
| PTIN | P00755304 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $296,503,113 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,944,095 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,944,095 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,301,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,301,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,407,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,703 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,283 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,563,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,562,307 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,051 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,051 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,086 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,086 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,867 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,318 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,549 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,076 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,076 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $110,368 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,244 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $387,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,999 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,081 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,049 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $162,481 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $162,481 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,227 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,227 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,169 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,169 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $126,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $126,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,217,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $429,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $658,199 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,013,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,013,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,231,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $429,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,672,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,668,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,132,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,615,452 | CashBOYAmt |
| Cash EOY | $884,757 | CashEOYAmt |
| Cash EOYFMV | $884,758 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,400 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,800 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $115,287,283 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $138,957,616 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $115,287,283 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $115,287,283 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $109,978 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $109,978 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,057,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,149,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,459,981 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $171,688,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,146,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,677,073 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $91,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,049 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $82,640 | LandEOYAmt |
| Land EOYFMV | $82,640 | LandEOYFMVAmt |
| Total Assets BOY | $345,330,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $338,662,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $296,503,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $345,330,295 | RetainedEarningBOYAmt |
| Retained Earning EOY | $338,662,142 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,330,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $338,662,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,330,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $338,662,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,330,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,668,153 | ExcessRevenueOverExpensesAmt |
| Subtotal | $338,662,142 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $338,662,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (101 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EVEREST RE GROUP | P | 2013-12-19 | 2014-06-12 | $37,036 | $34,548 | $2,488 | $2,488 |
| BANK NY MELLON | P | 2013-12-19 | 1990-08-06 | $84,243 | $86,909 | -$2,666 | -$2,666 |
| WELLPOINT INC | P | 2014-03-07 | 2014-10-28 | $105,966 | $82,757 | $23,209 | $23,209 |
| HUB GROUP INC | P | 2014-07-01 | 2014-11-18 | $8,793 | $12,034 | -$3,241 | -$3,241 |
| J&J SNACK FOODS | P | 2013-12-19 | 2014-11-18 | $28,344 | $24,040 | $4,304 | $4,304 |
| BLACKBAUD INC | P | 2014-10-08 | 2014-11-18 | $14,338 | $13,389 | $949 | $949 |
| MASIMO CORP | P | 2014-02-24 | 2014-11-18 | $12,955 | $13,903 | -$948 | -$948 |
| INTERCONTINENTAL HOTELS-ADR | P | 2013-12-19 | 2014-08-04 | $130,781 | $120,882 | $9,899 | $9,899 |
| CME GROUP INC | P | 2014-05-07 | 2014-10-31 | $101,616 | $90,597 | $11,019 | $11,019 |
| ABERDEEN A ORD | P | 2014-02-13 | 2014-07-23 | $94,504 | $82,043 | $12,461 | $12,461 |
| MARTEN TRANS LTD | P | 2013-12-19 | 2014-11-18 | $15,833 | $14,321 | $1,512 | $1,512 |
| TREEHOUSE FOODS | P | 2013-12-19 | 2014-11-18 | $19,408 | $16,369 | $3,039 | $3,039 |
| BOTTOM LINE TECHNOLOGIES | P | 2013-12-19 | 2014-11-18 | $16,308 | $21,238 | -$4,930 | -$4,930 |
| MEDIDATA SOLUTIONS INC | P | 2014-02-24 | 2014-11-15 | $29,910 | $42,193 | -$12,283 | -$12,283 |
| UNILEVER N.V. | P | 2013-12-19 | 2014-06-09 | $40,539 | $36,388 | $4,151 | $4,151 |
| FRANKLIN RESOURCES | P | 2013-12-19 | 2014-06-09 | $24,403 | $24,026 | $377 | $377 |
| TESCO PLC | P | 2013-12-20 | 2014-04-22 | $146,758 | $163,550 | -$16,792 | -$16,792 |
| MIDDLEBY CORP | P | 2013-12-19 | 2014-02-27 | $6,016 | $4,581 | $1,435 | $1,435 |
| VITAMIN SHOPPE INC | P | 2013-12-19 | 2014-11-18 | $15,501 | $17,315 | -$1,814 | -$1,814 |
| COGNEX CORP | P | 2014-02-24 | 2014-11-18 | $22,830 | $20,598 | $2,232 | $2,232 |
| NEOGEN CORP | P | 2013-12-19 | 2014-11-18 | $24,003 | $25,534 | -$1,531 | -$1,531 |
| DOVER CORP | P | 2013-12-19 | 2014-06-09 | $40,502 | $35,386 | $5,116 | $5,116 |
| NASCDAQ OMX GROUP | P | 2013-12-19 | 2014-11-06 | $72,160 | $63,142 | $9,018 | $9,018 |
| BALCHEM CORP | P | 2013-12-19 | 2014-11-01 | $29,529 | $26,566 | $2,963 | $2,963 |
| MIDDLEBY CORP | P | 2013-12-19 | 2014-11-18 | $38,062 | $30,921 | $7,141 | $7,141 |
| BONANZA CREEK ENERGY INC | P | 2013-12-19 | 2014-11-18 | $14,367 | $17,103 | -$2,736 | -$2,736 |
| CONCUR TECHNOLOGIES | P | 2013-12-19 | 2014-10-01 | $35,739 | $26,520 | $9,219 | $9,219 |
| PAREXEL INTL CORP | P | 2013-12-19 | 2014-11-18 | $33,506 | $25,063 | $8,443 | $8,443 |
| KNOWLES CORP | P | 2013-12-19 | 2014-03-13 | $16,739 | $16,794 | -$55 | -$55 |
| APPLE INC. | P | 2013-12-19 | 2014-08-22 | $179,109 | $153,531 | $25,578 | $25,578 |
| RBC BEARINGS INC | P | 2013-12-19 | 2014-11-18 | $25,312 | $27,086 | -$1,774 | -$1,774 |
| PROTO LABS INC | P | 2013-12-19 | 2014-11-18 | $14,011 | $14,481 | -$470 | -$470 |
| DRIL-QUIP INC | P | 2013-12-19 | 2014-11-18 | $17,930 | $21,924 | -$3,994 | -$3,994 |
| ENVESTNET INC | P | 2013-12-19 | 2014-11-18 | $29,912 | $21,037 | $8,875 | $8,875 |
| BIO-TECHNE CORP | P | 2014-02-24 | 2014-11-18 | $27,782 | $28,158 | -$376 | -$376 |
| PARKER HANNIFIN CORP | P | 2013-12-19 | 2014-01-24 | $32,674 | $34,050 | -$1,376 | -$1,376 |
| CISCO SYSTEMS INC | P | 2013-12-19 | 2014-08-22 | $45,802 | $38,878 | $6,924 | $6,924 |
| SENSIENT TECH CORP | P | 2013-12-19 | 2014-11-18 | $26,130 | $21,272 | $4,858 | $4,858 |
| TEAM INC | P | 2014-01-17 | 2014-11-18 | $17,330 | $17,366 | -$36 | -$36 |
| GULFPORT ENERGY CORP | P | 2013-12-19 | 2014-02-27 | $4,940 | $4,747 | $193 | $193 |
| FACTSET RESH SYS INC | P | 2013-12-19 | 2014-11-18 | $12,061 | $9,651 | $2,410 | $2,410 |
| CHUY'S HOLDINGS INC | P | 2014-08-05 | 2014-11-18 | $13,376 | $21,290 | -$7,914 | -$7,914 |
| UNITED TECHNOLOGIESW | P | 2013-12-19 | 2014-02-04 | $72,082 | $71,103 | $979 | $979 |
| EBAY INC | P | 2013-12-19 | 2014-10-29 | $86,094 | $86,084 | $10 | $10 |
| ACUITY BRANDS INC | P | 2013-12-19 | 2014-11-18 | $33,367 | $25,485 | $7,882 | $7,882 |
| ADVISORY BOARD CO | P | 2014-02-25 | 2014-11-18 | $16,733 | $23,402 | -$6,669 | -$6,669 |
| GULFPORT ENERGY CORP | P | 2014-12-19 | 2014-11-18 | $17,723 | $19,810 | -$2,087 | -$2,087 |
| INFLOBLOX INC | P | 2014-01-16 | 2014-02-19 | $8,552 | $14,982 | -$6,430 | -$6,430 |
| VANGUARD INDEX FUND 94 | P | 2013-12-30 | 2014-06-27 | $400,000 | $375,378 | $24,622 | $24,622 |
| DISCOVERY COMMUNICATIONS | P | 2013-12-19 | 2014-08-01 | $78,437 | $72,548 | $5,889 | $5,889 |
| EBAY INC | P | 2013-12-13 | 2014-12-22 | $77,824 | $72,420 | $5,404 | $5,404 |
| ALLEGIANT TGRAVEL CO | P | 2013-12-19 | 2014-11-18 | $36,346 | $28,739 | $7,607 | $7,607 |
| BRIGHT HORIZONS FAMILY SOLUTIONS | P | 2014-11-10 | 2014-11-18 | $18,874 | $17,941 | $933 | $933 |
| ROSETTA RESOURCES INC | P | 2013-12-19 | 2014-01-15 | $12,007 | $12,317 | -$310 | -$310 |
| INTERACTIVE INTELLIGENCE GROUP | P | 2013-12-19 | 2014-11-18 | $21,713 | $29,027 | -$7,314 | -$7,314 |
| COLCHESTER GLOBAL BOND FUND | P | 2014-01-02 | 2014-12-31 | $15,429 | $14,959 | $470 | $470 |
| MARRIOTT INTL | P | 2013-12-19 | 2014-12-03 | $190,791 | $143,160 | $47,631 | $47,631 |
| EBAY INC | P | 2014-06-06 | 2014-12-30 | $28,310 | $24,528 | $3,782 | $3,782 |
| BARNES GROUP | P | 2013-12-19 | 2014-11-18 | $23,963 | $24,069 | -$106 | -$106 |
| HIBBETT SPORTS INC | P | 2014-05-12 | 2014-11-18 | $20,992 | $30,445 | -$9,453 | -$9,453 |
| SM ENERGY | P | 2013-12-19 | 2014-11-18 | $14,609 | $23,799 | -$9,190 | -$9,190 |
| NIC INC | P | 2014-02-26 | 2014-11-14 | $14,707 | $19,267 | -$4,560 | -$4,560 |
| GRYPHON INTL EAFE GROWTH FD | P | 2014-01-02 | 2014-11-03 | $29,916 | $32,516 | -$2,600 | -$2,600 |
| STARWOOD HOTELS | P | 2013-12-19 | 2014-08-25 | $68,714 | $66,933 | $1,781 | $1,781 |
| MASTERCARD INC | P | 2013-12-19 | 2014-11-04 | $37,942 | $35,863 | $2,079 | $2,079 |
| BEACON ROOFING SUPPLY INC | P | 2014-11-14 | 2014-11-18 | $15,386 | $19,737 | -$4,351 | -$4,351 |
| LKQ CORP | P | 2013-12-19 | 2014-11-18 | $17,748 | $20,527 | -$2,779 | -$2,779 |
| AFFILIATED MANAGERS GROUP INC | P | 2013-12-19 | 2014-11-18 | $12,233 | $12,958 | -$725 | -$725 |
| TYLER TECHNOLOGIES | P | 2013-12-19 | 2014-11-18 | $42,665 | $40,155 | $2,510 | $2,510 |
| CHECK POINT SOFTWARE TECH | P | 2013-12-19 | 2014-03-14 | $21,520 | $19,773 | $1,747 | $1,747 |
| STARWOOD HOTELS | P | 2013-12-19 | 2014-12-18 | $45,725 | $45,861 | -$136 | -$136 |
| ORACLE CORP | P | 2013-12-19 | 2014-04-29 | $90,478 | $82,074 | $8,404 | $8,404 |
| CHART INDUSTRIES INC | P | 2013-12-19 | 2014-10-07 | $12,448 | $21,758 | -$9,310 | -$9,310 |
| MONRO MUFFLER BRAKE INC | P | 2013-12-19 | 2014-11-18 | $25,727 | $26,518 | -$791 | -$791 |
| BANK OF THE OZARKS INC | P | 2013-12-19 | 2014-11-18 | $36,834 | $28,028 | $8,806 | $8,806 |
| ULTIMATE SOFTWARE GROUP | P | 2013-12-19 | 2014-11-18 | $33,950 | $32,387 | $1,563 | $1,563 |
| P | |||||||
| TIME INC | P | 2013-12-19 | 2014-06-19 | $4,693 | $4,342 | $351 | $351 |
| QUALCOMM INC | P | 2013-12-19 | 2014-10-23 | $170,121 | $159,126 | $10,995 | $10,995 |
| DONALDSON CO INC | P | 2014-11-10 | 2014-11-18 | $28,266 | $27,831 | $435 | $435 |
| MWI VETERINARY SUPPLY | P | 2013-12-19 | 2014-11-18 | $33,732 | $35,706 | -$1,974 | -$1,974 |
| BOFI HOLDINGS INC | P | 2014-05-19 | 2014-11-18 | $14,388 | $15,471 | -$1,083 | -$1,083 |
| ABIOMED INC | P | 2014-02-24 | 2014-11-18 | $33,669 | $25,955 | $7,714 | $7,714 |
| TIME WARNER INC | P | 2013-12-19 | 2014-07-17 | $38,389 | $28,426 | $9,963 | $9,963 |
| VISA INC | P | 2013-12-19 | 2014-11-04 | $37,286 | $32,768 | $4,518 | $4,518 |
| ECHO GLOBAL LOGISTICS INC | P | 2013-12-19 | 2014-11-18 | $20,073 | $16,926 | $3,147 | $3,147 |
| PANERA BREAD | P | 2013-12-19 | 2014-11-18 | $17,583 | $17,502 | $81 | $81 |
| MARKETAXESS HOLDINGS | P | 2013-12-19 | 2014-11-18 | $33,324 | $33,369 | -$45 | -$45 |
| CANTEL MEDICAL CORP | P | 2013-12-19 | 2014-11-18 | $35,297 | $29,354 | $5,943 | $5,943 |
| TIME WARNER INC | P | 2013-12-19 | 2014-12-16 | $56,592 | $43,868 | $12,724 | $12,724 |
| AETNA INC | P | 2014-05-05 | 2014-09-02 | $22,951 | $20,185 | $2,766 | $2,766 |
| GENESEE & WYOMING INC | P | 2013-12-19 | 2014-11-18 | $24,326 | $23,528 | $798 | $798 |
| RED ROBIN GOURMET BURGERS INC | P | 2014-04-09 | 2014-11-18 | $13,473 | $14,499 | -$1,026 | -$1,026 |
| PRA GROUP | P | 2014-10-06 | 2014-11-18 | $15,147 | $14,403 | $744 | $744 |
| HAEMONETICS | P | 2013-12-19 | 2014-03-24 | $13,727 | $16,960 | -$3,233 | -$3,233 |
| COCA COLA INC | P | 2013-12-19 | 2014-10-22 | $125,258 | $123,442 | $1,816 | $1,816 |
| EXPRESS SCRIPTS HOLDING | P | 2013-12-19 | 2014-12-16 | $115,173 | $101,400 | $13,773 | $13,773 |
| HEALTHCARE SERVICES GROUP | P | 2013-12-19 | 2014-11-18 | $27,159 | $24,707 | $2,452 | $2,452 |
| ULTRA SALON COSMETICS | P | 2013-12-19 | 2014-01-21 | $10,978 | $12,494 | -$1,516 | -$1,516 |
| TEXAS CAP BANCSHARES INC | P | 2013-12-19 | 2014-11-18 | $28,771 | $29,199 | -$428 | -$428 |
| IPC THE HOSPITALIST CO INC | P | 2013-12-19 | 2014-03-24 | $16,263 | $22,232 | -$5,969 | -$5,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,703 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $227,707 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,138,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $177,460,172 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,512,494 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,426,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,703,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,414,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032949 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,918,841 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $120,681,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065618 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,828,060 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $140,721,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091159 | DistributionYr5Rt |
| Total Distribution | 0.282854 | TotalDistributionRt |
| Average Distribution | 0.056571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $172,828,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,777,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61,327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,838,386 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,763,673 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $61,327 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,327 | SubtotalAmt |
| Tax Based On Investment Income | $61,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $241,978 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $241,978 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $180,651 | OverpaymentAmt |
| Applied To ES Tax | $180,651 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HOWARDGILMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CORPORATION | IndividualWithBooksNm |
| Phone | 2124080400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA | AddressLine1Txt |
| Address Line2 | 1701 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| LAURA PACKER | |||||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | EXEC DIR | 40.00 | $106,051 | $3,915 | $0 | |
| JOSEPH M SAMULSKI | |||||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | DIRECTOR | 2.00 | $0 | $0 | $0 | |
| MARVIN S ROSEN | |||||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | DIRECTOR | 2.00 | $0 | $0 | $0 | |
| DANIEL L KURTZ | |||||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | DIRECTOR | 2.00 | $0 | $0 | $0 | 1701 |
| MARY C FARRELL | |||||||||
| 1 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | PRES/DIR | 18.00 | $100,000 | $0 | $0 | 1701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | ||||||
| PRICEWATERHOUSECOOPERS LLC | 1075 PEACHTREE ST 26000 | ATLANTA | GA | 30309 | AUDITING | $100,488 |
| CHADICK ELLIG | ||||||
| CHADICK ELLIG | 300 PARK AVE 25 | NEW YORK | NY | 10022 | EXEC SEARCH | $79,333 |
| COLONIAL CONSULTING | ||||||
| COLONIAL CONSULTING | 750 3RD AVE 20 | NEW YORK | NY | 10017 | INVEST ADVISOR | $75,467 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,197,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,975,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,287,283 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,460,014 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $175,460,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,631,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,828,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,641,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,641,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,327 | TotalTaxAmt |
| Distributable Before Adj | $8,580,079 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,580,079 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,580,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,672,049 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $91,624 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $12,763,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $61,327 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,702,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,580,079 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,166,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,985,709 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $496,287 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,648,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,763,673 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,580,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,183,594 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,831,949 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,166,359 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,665,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,985,709 | ExcessFromYear4Amt |
| Excess From Year1 | $496,287 | ExcessFromYear1Amt |
| Excess From Current Year | $4,183,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE HOWARD GILMAN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NNEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124080400 | RecipientPhoneNum |
| Recipient Email Address | HOWARDGILMANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | 501(C)(3) PERFORMING ARTS ORGANIZATIONS IN NEW YORK CITY CAN FIND INFORMATION ON ELIGIBILITY AND TYPES OF GRANTS AT WWW.HOWARDGILMANFOUNDATION.ORG COLLEGE TUITION SCHOLARSHIPS FOR DEPENDENT CHILDREN OF THE EMPLOYEES OF THE FOUNDATION AND ITS AFFILATES MUST SUMMIT AN ONLINE APPLICATION AND QUESTIONNAIRE AT: HTTPS://AIM.APPLYISTS.NET/GILMAN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PERFORMING ARTS ORGANIZATIONS - NO DEADLINE COLLEGE TUITION SCHOLARSHIPS - DECEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) PERFORMING ARTS ORGANIZATIONS IN NEW YORK CITY CAN FIND INFORMATION ON ELIGIBILITY AND TYPES OF GRANTS AT WEBSITE WWW.HOWARDGILMANFOUNDATION.ORG. COLLEGE TUITION SCHOLARSHIPS ARE ONLY FOR DEPENDENT CHILDREN OF EMPLOYEES OF THE FOUNDATION AND ITS AFFILIATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE ACTORS FUND | ||||||||
| 729 SEVENTH AVE 10TH FL | NEW YORK | NY | 10039 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW 2ND | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ALLIANCE OF RESIDENT THEATRES | ||||||||
| 520 8TH AVE SUITE 319 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| ALVIN ALLEY AMERICAN DANCE THEATRE | ||||||||
| 405 W 55TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| AMERICAN COUNCIL FOR WORLD JEWRY | ||||||||
| 126 E 56TH STREET 24TH | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| APOLLO THEATER | ||||||||
| 253 W 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| APPLE ARTS NYC | ||||||||
| 259 W 30TH STREET 11 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ASTON MAGNA MUSIC FESTIVAL | ||||||||
| 323 MAIN STREET | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ATLANTIC CLASSICAL ORCHESTRA | ||||||||
| 141 NORTH US ONE | FT PIERECE | FL | 34950 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ATLANTIC THEATRE COMPANY | ||||||||
| 76 NINTH AVE SUITE 537 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| BALLET HISPANICO | ||||||||
| 167 W 89TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $350,000 | |
| BALLET NEXT | ||||||||
| 243 W 60TH AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| BARD COLLEGE AT SIMONS ROCK | ||||||||
| 84 ALFORD ROAD | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BARYSHNIKOV ARTS CENTER | ||||||||
| 450 W 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| BATTERY DANCE COMPANY | ||||||||
| 380 BROADWAY 5TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BERKSHIRE THEATER FESTIVAL | ||||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BLUE RIDGE LITERACY COUNCIL | ||||||||
| PO BOX 1728 | HENDERSONVILLE | NC | 28793 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BLUE STAR FAMILIES | ||||||||
| PO BOX 322 | FALLS CHURCH | VA | 22040 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| BROOKLYN MUSIC SCHOOL | ||||||||
| 126 ST FELIX STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BROOKLYN BALLET | ||||||||
| 160 SCHERMERHORN STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE BROOKLYN WALDORF SCHOOL | ||||||||
| 11 JEFFERSON AVE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CARNEGIE HALL | ||||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $755,000 | |
| C CAP | ||||||||
| 250 W 57TH STREET SUITE | NEW YORK | NY | 10107 | NONE | PC | GENERAL OPERATING SUPPORT | $2,800 | |
| CHANGE FOR KIDS | ||||||||
| 325 W 38TH STREET 1404 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHHANDAYAN INC | ||||||||
| 4 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CIRCLE IN THE SQUARE THEATRE SCHOOL | ||||||||
| 1633 BROADWAY | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| CLOSE ENCOUNTERS WITH MUSIC INC | ||||||||
| PO BOX 34 | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COLUMBIA CLASSICAL BALLET COMPANY | ||||||||
| 2418 DEVINE STREET | COLUMBIA | SC | 29205 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COVENANT BALLET THEATRE OF BROOKLYN | ||||||||
| 2718A E 21ST STREET | BROOKLYN | NY | 11235 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CULTURAL DATA PROJECT | ||||||||
| 400 MARKET STREET SUITE | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| DANCE SERVICE NEW YORK CITY INC | ||||||||
| 218 E 18TH STREET 4TH F | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $85,000 | |
| DEACON JOHN GRAVES HOUSE | ||||||||
| 581 BOSTON POST ROAD | MADISON | CT | 06443 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DOMINICAN ACADEMY | ||||||||
| 44 E 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| DUKE UNIV MEDICAL CTR D | DURHAM | NC | 27710 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ELEVATOR REPAIR SERVICE | ||||||||
| 47 GREAT JONES STREET 3R | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| ELLIOTT MUSEUM | ||||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE FIELD | ||||||||
| 675 HUDSON STREET 55 | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FLORENCE GRISWOLD MUSEUM | ||||||||
| 96 LYME STREET | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FORDHAM LAW SCHOOL | ||||||||
| 150 W 62ND STREET ROOM | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRACTURED ATLAS | ||||||||
| 248 W 35TH STREET 10TH | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRIENDS OF FAFG INC | ||||||||
| 450 LEXINGTON AVE SUITE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GIBNEY DANCE | ||||||||
| 890 BROADWAY 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATINJG SUPPORT | $250,000 | |
| GIRL SCOUTS OF CONNECTICUT | ||||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GOODSPEED OPERA HOUSE | ||||||||
| PO BOX A 6 MAIN STREET | EAST HADDAM | CT | 06423 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GOTHAM CHAMBER OPERA | ||||||||
| 410 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 4055 21ST AVE WEST SUIT | SEATTLE | WA | 98199 | NONE | PC | GENERAL OPERATING SUPPORT | $13,500 | |
| GROOVE WITH ME INC | ||||||||
| 186 E 123RD STREET 2ND | NEW YORK | NY | 10035 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HAWTHORNE VALLEY ASSOCIATION | ||||||||
| HAWTHORNE VALLEY FARM-327 | GHENT | NY | 12075 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEALING ARTS IMITATIVE | ||||||||
| 33-02 SKILLMAN AVE | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILTON HEAD SYMPHONY ORCHESTRA | ||||||||
| PO BOX 5757 | HILTON HEAD | SC | 29938 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOUSE FOUNDATION FOR THE ARTS INC | ||||||||
| 260 W BROADWAY SUITE 2 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| JACKSONVILLE UNIVERSITY | ||||||||
| COLLEGE OF FINE ARTS-2800 | JACKSONVILLE | FL | 32211 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| JACOB'S PILLOW DANCE FESTIVAL INC | ||||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PC | GENERAL OPERATING SUPPORT | $17,500 | |
| JOYCE THEATRE FOUNDATION INC | ||||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $350,000 | |
| KID POWER INC | ||||||||
| 755 8TH STREET | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LABYRINTH THEATER | ||||||||
| 155 BANK STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LA MA MA | ||||||||
| 66 E 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| THE LIBRARY FOUNDATION OF MARTIN CO | ||||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 34996 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $535,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LYRIC THEATER | ||||||||
| 59 SW FLAGLER AVENUE | STUART | FL | 34994 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LYRIC CHAMBER MUSIC SOCIETY OF NY | ||||||||
| 5 W 63RD STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAHAIWE PERFORMING ARTS CENTER INC | ||||||||
| PO BOX 690 | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 W 43RD STREET 8TH F | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MANNA HOUSE WORKSHOPS INC | ||||||||
| 338 E 106TH STREET | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MARCELLA SEMBRICH MEMORIAL ASSOC | ||||||||
| PO BOX 417 | BOLTON LANDING | NY | 12814 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MARK MORRIS DANCE GROUP | ||||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| MARYMOUNT SCHOOL OF NEW YORK | ||||||||
| 1026 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MCC THEATER | ||||||||
| 231 W 29TH STREEET SUIT | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $53,000 | |
| MUSICAL MASTERWORKS | ||||||||
| PO BOX 684 | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL DANCE INSTITUTE | ||||||||
| 217 W 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| NC AGRICULTURE FOUNDATION | ||||||||
| NC STATE UNIVERSITY- PO B | RALEIGH | NC | 27691 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| PO BOX 446 | MADISON | CT | 06443 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW GEORGES | ||||||||
| 109 W 27TH STREET SUITE | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW HAVEN MUSEUM | ||||||||
| 114 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEW YORK CITY CENTER INC | ||||||||
| 130 W 56TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $155,000 | |
| NY CENTER FOR CHILDREN | ||||||||
| 333 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NYU STERN SCHOOL OF BUSINESS | ||||||||
| 44 WEST FOURTH STREET SU | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,025,000 | |
| OPERA AMERICA | ||||||||
| 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| OPERA THEATER OF CONNECTICUT | ||||||||
| PO BOX 733 | CLINTON | CT | 06413 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ORCHESTRA OF ST LUKE'S | ||||||||
| 450 W 37TH STREET SUITE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ORPHEUS CHAMBER ORCHESTRA | ||||||||
| 490 RIVERSIDE DRIVE 11TH | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| PAUL TAYLOR DANCE COMPANY | ||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| PHILANTHROPY NEW YORK | ||||||||
| 79 FIFTH AVENUE 4TH FLOO | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $17,250 | |
| PINOY RELIEF FUND | ||||||||
| 600 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENEREAL OPERATING SUPPORT | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AM | ||||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLAYRIGHTS HORIZON | ||||||||
| 416 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE POSSIBILITY PROJECT | ||||||||
| 104 W 27TH STREET 12TH | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PRIMARY STAGES | ||||||||
| 307 W 38TH STREET SUITE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ROBERT F KENNEDY CENTER | ||||||||
| 1367 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $27,500 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 W 48TH STREET 10TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ROUND ABOUT THEATER | ||||||||
| 231 W 39TH STREET SUITE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $310,700 | |
| SAILFISH POINT FOUNDATION | ||||||||
| 2201 SE SAILFISH POINT BL | STUART | FL | 34996 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE SCHOOL OF AMERICAN BALLET | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SECOND STAGE THEATRE | ||||||||
| 305 W 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SIGNATURE THEATRE COMPANY | ||||||||
| 480 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $275,000 | |
| SOHO REPERTORY THEATRE | ||||||||
| 401 BROADWAY SUITE 3000 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ST ANN'S WAREHOUSE | ||||||||
| 55 WASHINGTON STREET SUI | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ST JOSEPH HIGH SCHOOL | ||||||||
| 80 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST MARY'S SCHOOL | ||||||||
| 22 FATHER JOGUES PLACE | TICONDEROGA | NY | 12883 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SUMMER SEARCH NYC | ||||||||
| 261 5TH AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SYMPHONY SPACE | ||||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| THE AMERICAN CONSTIUTIONAL SOCIETY | ||||||||
| 1333 H STREET NW 11TH FL | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| THEATRE FOR A NEW AUDIENCE | ||||||||
| 154 CHRISTOPHER STREET S | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| THE FLEA THEATER INC | ||||||||
| 41 WHITE STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $505,000 | |
| TRIBECA PEFORMING ARTS CENTER | ||||||||
| 199 CHAMBERS STREET | NEW YORK | NY | 10007 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| USC EDUCATIONAL FOUNDATION | ||||||||
| USC SCHOOL OF MUSIC 8 CO | COLUMBIA | SC | 29208 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VALLEY OF THE SUN YMCA | ||||||||
| 350 N FIRST AVENUE | PHOENIX | AZ | 85003 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WMHT EDUCATIONAL TELECOMMUNICATIONS | ||||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE WESTERN WIND | ||||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WNET | ||||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| WOMENS FORUM EDUCATION FUND | ||||||||
| 59 E 54TH STREET SUTIE | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT-20 | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ALEXANDER MOHAMMED | ||||||||
| C/O HOWARD GILMAN FND INC | NEW YORK | NY | 100202045 | NONE | I | SCHOLARSHIP - U OF NORTH GEORGIA | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| BRANDON PEEPLES | ||||||||
| C/O HOWARD GILMAN FND INC | NEW YORK | NY | 100202045 | NONE | I | SCHOLARSHIP - TALLAHASSEE COMMUNITY | $2,900 | 1 ROCKEFELLER PLAZA 1701 |
| FAITH FLANDERS | ||||||||
| C/O HOWARD GILMAN FND INC | NEW YORK | NY | 100202045 | NONE | I | SCHOLARSHIP - GEORGIA COLLEGE | $200 | 1 ROCKEFELLER PLAZA 1701 |
| ANNA GREEN | ||||||||
| C/O HOWARD GILMAN FND INC | NEW YORK | NY | 100202045 | NONE | I | SCHOLARSHIP - U OF NORTH GEORGIA | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| CAITLYN OWENS | ||||||||
| C/O HOWARD GILMAN FND INC | NEW YORK | NY | 100202045 | NONE | I | SCHOLARSHIP - FLORIDA STATE U | $5,000 | 1 ROCKEFELLER PLAZA 1701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,013,850 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL DANCE INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | GENERAL OPERATING SUPPORT | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 W 147TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GOS | GrantOrContributionPurposeTxt |
| Amt | $750,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,944,095 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,301,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,703 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBI CONSONANCE PRIVATE EQUITY | Desc |
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,283 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,283 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,562,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,563,590 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THOMSON REUTERS | $9,880 | $9,880 | |
| PRICEWATERHOUSECOOPERS LLP | $100,488 | $50,244 | $50,244 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| COMPUTERS | 2014-08-12 | $8,383 | S/L | 5.0000 | $838 |
| OFFICE FURNITURE | 2014-04-04 | $83,306 | S/L | 5.0000 | $8,211 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO ULTRA MUNI FD | $15,008,757 | $15,008,757 |
| WELLS FARGO 700 | $3,729,536 | $4,084,858 |
| WELLS FARGO 701 | $224 | $224 |
| WELLS FARGO 702 | $28,411,116 | $28,366,142 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GILMAN BUILDING PRODUCTS | AT COST | $122,453,105 | $113,500,000 |
| GILMAN INDUSTRIAL BUILDING | AT COST | $456,089 | |
| NEW GIC | AT COST | $32,873,137 | |
| MISCELLANEOUS | AT COST | $300,000 | |
| WELLS FARGO 703 PARTNERSHIPS | AT COST | $19,064,120 | $19,177,073 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $91,689 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $9,049 | AccumulatedDepreciationAmt |
| Book Value | $82,640 | BookValueAmt |
| EOYFMV | $82,640 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER | CategoryTxt |
| Legal Fees | $8,076 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,076 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $68,056 | $68,056 |
| OFFICE EXPENSES | $33,909 | $33,909 |
| OTHER EXPENSE | $24,852 | $24,852 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBI CONSONANCE PRIVATE EQUITY | Desc |
| Revenue And Expenses Per Books | $1,283 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,283 | AdjustedNetIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILMAN INVESTMENT LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $166,132,651 | LoanOriginalAmt |
| Note | 2008-12 | NoteDt |
| Repayment Terms | ON DEMAND | RepaymentTermsTxt |
| Interest | 0.0375 | InterestRt |
| Loan Purpose | OPERATING CASH | LoanPurposeTxt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTE RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $115,287,283 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $221,740 | $221,740 | |
| INVESTMENT CONSULTING | $74,360 | $74,360 | |
| SCHOLARSHIP ADMINISTRATION | $3,376 | $3,376 | |
| OFFICE TEMP SERVICE | $8,290 | $8,290 | |
| EXECUTIVE SEARCH | $79,333 | $79,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $121,022 | ||
| NYS CHAR500 | $1,500 | $1,500 | |
| FOREIGN TAXES PAID | $19,081 | $19,081 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMAN INVESTMENMT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA | AddressLine1Txt |
| Address Line2 | STE 1701 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134154888 | EIN |
| Desc | PRINCIPAL & INTEREST PAID | Desc |
| Amt | $28,635,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,635,300 | TotalAmt |