Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 05-01-2012 , and ending 04-30-2013
Name of foundation
SONDRA & CHARLES GILMAN JR
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)109 E 64TH STREET   Room/suite
City or town, state, and ZIP code
NEW YORK, NY100657004
A Employer identification number

13-3097485
B Telephone number (see instructions)

(912) 729-4994
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,790,815J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 560,000
2 Check bullet
3 Interest on savings and temporary cash investments 13,418 13,418  
4 Dividends and interest from securities...... 108,710 108,697  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 328,377
b Gross sales price for all assets on line 6a 1,663,655
7 Capital gain net income (from Part IV, line 2)... 328,377
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,094 3,094  
12 Total. Add lines 1 through 11........ 1,013,599 453,586  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 80,000    
14 Other employee salaries and wages...... 101,716 101,716    
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,425 17,425    
c Other professional fees (attach schedule).... Click to see attachment 53,220 53,220    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 14,388 7,254    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 35,106 35,106    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 117,090 117,090    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 418,945 411,811   0
25 Contributions, gifts, grants paid........ 311,947 311,947
26 Total expenses and disbursements. Add lines 24 and 25 730,892 411,811   311,947
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 282,707
b Net investment income (if negative, enter -0-) 41,775
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 5,952 28,756 28,756
2 Savings and temporary cash investments.......... 767,293 274,242 274,242
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet3,859
Less: allowance for doubtful accounts bullet   73 Click to see attachment3,859 3,859
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 426,209    
b Investments—corporate stock (attach schedule)........ 2,207,264 Click to see attachment2,351,201 2,896,205
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet198,079
Less: accumulated depreciation (attach schedule) bullet192,174 12,117 Click to see attachment5,905  
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,270,741 Click to see attachment1,663,466 1,707,634
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment252,217 Click to see attachment880,120 Click to see attachment880,119
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,941,866 5,207,549 5,790,815
Liabilities 17 Accounts payable and accrued expenses.......... 23,207 6,183
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 23,207 6,183
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,918,659 5,201,366
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,918,659 5,201,366
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,941,866 5,207,549
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,918,659
2 Enter amount from Part I, line 27a..................... 2 282,707
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,201,366
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,201,366
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 328,377
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 425,420 3,980,238 0.106883
2010 331,745 4,334,419 0.076537
2009 459,026 5,471,850 0.083889
2008 446,808 7,125,257 0.062708
2007 450,968 7,974,585 0.056551
2 Total of line 1, column (d) ...................... 2 0.386568
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.077314
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 5,393,257
5 Multiply line 4 by line 3....................... 5 416,974
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 418
7 Add lines 5 and 6......................... 7 417,392
8 Enter qualifying distributions from Part XII, line 4.............. 8 311,947
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 836
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 836
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 836
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 855
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCELSO GONZALEZ Telephone no.bullet (912) 729-4994
    Located atbulletPO BOX 3069KINGSLANDGA ZIP+4bullet31458
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CELSO M GONZALEZ-FALLAClick to see attachment PRESIDENT
    25.00     		55,000 0 0
    2101 GLENOAK
    CORPUS CHRISTI,TX78418
    SONDRA GILMAN GONZALEZ-FALLAClick to see attachment CHAIRMAN
    10.00     		25,000 0 0
    2101 GLENOAK
    CORPUS CHRISTI,TX78418
    JACK FRIEDLANDClick to see attachment VICE-PRES
    1.00     		0 0 0
    109 E 64TH STREET
    NEW YORK,NY10021
    WALTER BAUERClick to see attachment TREASURER
    1.00     		0 0 0
    109 E 64TH STREET
    NEW YORK,NY10021
    MYRNA SCHATZClick to see attachment DIRECTOR
    1.00     		0 0 0
    109 E 64TH STREET
    NEW YORK,NY10021
    CHARLES GILMAN IIIClick to see attachment DIRECTOR
    1.00     		0 0 0
    PO BOX 3069
    KINGSLAND,GA31458
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,042,027
    b
    Average of monthly cash balances.......................
    1b
    410,747
    c
    Fair market value of all other assets (see instructions)................
    1c
    22,614
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,475,388
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,475,388
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,131
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,393,257
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    269,663
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    269,663
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    836
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    836
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    268,827
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    268,827
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    268,827
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    311,947
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    311,947
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    311,947
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 268,827
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 52,239
    b From 2008....... 90,545
    c From 2009....... 186,121
    d From 2010....... 115,024
    e From 2011....... 226,408
    fTotal of lines 3a through e......... 670,337
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 311,947
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 268,827
    e Remaining amount distributed out of corpus 43,120
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 713,457
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		52,239
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		661,218
    10 Analysis of line 9:
    a Excess from 2008.... 90,545
    b Excess from 2009.... 186,121
    c Excess from 2010.... 115,024
    d Excess from 2011.... 226,408
    e Excess from 2012.... 43,120
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    SONDRA G GONZALEZ-FALLA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WHITNEY MUSEUM
    OF AMERICAN ART
    945 MADISON AVE 75TH ST
    NEW YORK,NY10021     		    ENHANCEMENT OF THE ARTS 96,000
    GILMAN & GONZALEZ-FALLA
    THEATER FOUNDATION INC
    P O BOX 18925
    CORPUS CHRISTI,TX78480     		COMMON DIRECTOR 501(C)(3) ENHANCEMENT OF THE ARTS 171,267
    AMERICAN THEATRE WING
    570 SEVENTH ST
    NEW YORK,NY10018     		N/A 501(C)(3) ENHANCEMENT OF THE ARTS 10,000
    AMERICAN CANCER SOCIETY
    6525 N MERIDIAN AVE
    OKLAHOMA CITY,OK73116     		NONE 501C(3) CANCER RESEARCH 500
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		NONE 501C(3) EDUCATION 5,000
    NEW YORK BOTANICAL GARDENS
    2900 SOUTHERN BLVD
    NEW YORK,NY10458     		NONE 501C(3) EDUCATION 2,000
    APERTURE FOUNDATION
    547 WEST 27TH ST
    NEW YORK,NY10001     		NONE 501C(3) ENHANCEMENT OF THE ARTS 10,000
    FRENCH HERITAGE SOCIETY
    14 E 60TH ST
    NEW YORK,NY10022     		NONE 501C(3) EDUCATION 5,000
    THE JANE GOODALL INSTITUTE
    1595 SPRING HILL RD
    VIENNA,VA22181     		NONE 501C(3) EDUCATION 100
    GEORGE EASTMAN HOUSE
    900 EAST AVE
    ROCHESTER,NY14607     		NONE 501C(3) ENHANCEMENT OF THE ARTS 1,000
    MAKE A WISH FOUNDATION
    711 E NORTHERN AVE
    PHOENIX,AZ85020     		NONE 501C(3) EDUCATION 150
    MUSEUM OF ARTS AND DESIGN
    2 COUMBUS CIRCLE
    NEW YORK,NY10019     		NONE 501C(3) ENHANCEMENT OF THE ARTS 2,000
    NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111     		NONE 501C(3) ENHANCEMENT OF THE ARTS 1,000
    NEW YORK CENTER FOR LIVING
    226 EAST 52ND ST
    NEW YORK,NY10022     		NONE 501C(3) EDUCATION 2,000
    NEW YORK SCHOOL OF NEW YORK
    226 EAST 52ND STREET
    NEW YORK,NY10022     		NONE 501C(3) ENHANCEMENT OF THE ARTS 500
    THE NEW YORK STEM CELL FOUNDATION
    1995 BROADWAY
    NEW YORK,NY10023     		NONE 501C(3) RESEARCH 250
    PHOTO REVIEW
    140 E RICHARDSON AVE
    LANGHORNE,PA19047     		NONE 501C(3) ENHANCEMENT OF THE ARTS 150
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DR
    LOS ANGELES,CA90035     		NONE 501C(3) EDUCATION 2,500
    SMILE TRAIN
    41 MADISON AVE
    NEW YORK,NY10010     		NONE 501C(3) EDUCATION 250
    THEATRE COMMUNICATION GROUP
    520 EIGHTH AVE
    NEW YORK,NY10018     		NONE 501C(3) .ENHANCEMENT OF THE ARTS 500
    URBAN STAGES
    555 8TH AVE
    NEW YORK,NY10018     		NONE 501C(3) ENHANCEMENT OF THE ARTS 680
    US FRIENDS OF HOEDSPRUIT ENDANGERED
    SPECIES CENTRE
    480 PARK AVE
    NEW YORK,NY10022     		NONE 501C(3) EDUCATION 1,000
    WLIW PUBLIC TV(PBS)
    805 EIGHTH AVE
    NEW YORK,NY10019     		NONE 501C(3) EDUCATION 100
    Total .................................bullet 3a 311,947
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 13,418  
    4 Dividends and interest from securities....     14 108,710  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 3,094  
    8Gain or (loss) from sales of assets other than inventory     18 328,377  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   453,599  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13453,599
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    FALLA THEATER SECT. 501(C)(3) ELEMENT OF COMMON CONTROL
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    Employer identification number

    13-3097485
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC         		Employer identification number

    13-3097485
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    SONDRA GILMAN GONZALEZ-FALLA    
    2101 GLENOAK
       
    CORPUS CHRISTI, TX   78418

    		$560,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC         		Employer identification number

    13-3097485
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PURCHASED ARTWORK   $560,000 2012-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC         		Employer identification number

    13-3097485
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEES - ACCOUNTING 17,425 17,425    

    TY 2012 CompensationExplanation
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Person Name Explanation
    CELSO M GONZALEZ-FALLA  
    SONDRA GILMAN GONZALEZ-FALLA  
    JACK FRIEDLAND  
    WALTER BAUER  
    MYRNA SCHATZ  
    CHARLES GILMAN III  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SALE OF ART-FRANK GEHRY FISH LAMP 2001-01 PURCHASE 2012-08   100,000 20,000     80,000  
    ROYAL DUTCH SHELL-CASH IN LIEU 2001-01 PURCHASE 2013-04   43       43  
    ROYAL DUTCH SHELL-CASH IN LIEU 2001-01 PURCHASE 2013-01   42       42  
    ROYAL DUTCH SHELL-CAHS IN LIEU 2001-01 PURCHASE 2012-10   5       5  
    USTREAS TIPS 2001-01 PURCHASE 2012-10   169,151 152,171     16,980  
    US TREAS TIPS 2001-01 PURCHASE 2012-10   55,674 52,804     2,870  
    WALT DISNEY CO 2001-01 PURCHASE 2012-10   26,084 3,409     22,675  
    ISHARES BARCLAYS 2001-01 PURCHASE 2012-10   91,397 67,429     23,968  
    TELEPHONICA SA SPON ADR 2001-01 PURCHASE 2012-10   13,902 1,833     12,069  
    KRAFT FOODS- CASH IN LIEU 2001-01 PURCHASE 2012-10   16       16  
    APPLE INC. 2001-01 PURCHASE 2012-09   13,884 4,881     9,003  
    TELEFONICA SA CASH IN LIEU 2001-01 PURCHASE 2012-07   4       4  
    APPLE INC 2001-01 PURCHASE 2012-07   14,869 6,101     8,768  
    CABLEVISION SYSTEMS 300 SHS 2012-05 PURCHASE 2013-03   4,484 3,630     854  
    CABLEVISIONS SYSTEMS 850 SHS 2012-03 PURCHASE 2013-03   12,704 12,352     352  
    REPUBLIC SYSTEMS 750 SHS 2008-07 PURCHASE 2013-03   13,339 14,557     -1,218  
    HUMANA INC. 200 SHS 2013-01 PURCHASE 2013-02   16,054 13,375     2,679  
    FNMA 4.75% 2007-04 PURCHASE 2013-02   50,000 49,520     480  
    COMCAST CORP N200 SHS 2009-11 PURCHASE 2013-01   25,037 17,608     7,429  
    MOTOROLA SOLUTIONS 800 SHS 2010-03 PURCHASE 2013-01   19,346 32,032     -12,686  
    ZIMMER HOLDINGS 300 SHS 2009-02 PURCHASE 2013-01   21,495 10,610     10,885  
    ABBOTT LABS 360 SHS 2011-03 PURCHASE 2012-12   23,682 17,146     6,536  
    ADT CORP 385 SHS 2010-06 PURCHASE 2012-12   17,346 8,782     8,564  
    CORRECTIONS CORP OF AMERICA 650 SHS 2011-05 PURCHASE 2012-12   22,794 15,267     7,527  
    FIDELITY NARL INFO SYSTEMS 350 SHS 2009-05 PURCHASE 2012-12   23,470 11,847     11,623  
    GENL DYDNAMICS 200 SHS 2009-02 PURCHASE 2012-11   13,174 10,499     2,675  
    SOUTHWESTERN ENERGY CO 600 SHS 2011-02 PURCHASE 2012-11   21,226 22,490     -1,264  
    WILLIS GROUP 300 SHS 2012-04 PURCHASE 2012-10   10,941 10,684     257  
    PENTAIR 184.756 SHS 2001-01 PURCHASE 2012-10   8,175 4,844     3,331  
    SUNOCO 350 SHS 2011-09 PURCHASE 2012-10   9,263 5,580     3,683  
    VIRGIN MEDIA 740 SHS 2007-02 PURCHASE 2012-10   23,906 12,743     11,163  
    AMGEN 210 SHS 2010-04 PURCHASE 2012-09   17,726 11,955     5,771  
    FIFTH THIRD CAP TR 2000 SHS 2007-08 PURCHASE 2012-08   50,000 50,000        
    SINCOKE ENERGY 185.662 SHS 2011-06 PURCHASE 2012-08   3,696 2,599     1,097  
    ABBOTT LABS 150 SHS 2011-01 PURCHASE 2012-07   9,984 7,621     2,363  
    AKZA NOBEL NV 1710 SHS 2010-12 PURCHASE 2012-07   30,509 32,403     -1,894  
    FINDELITY INFO SYS 450 SHS 2009-04 PURCHASE 2012-07   14,359 8,540     5,819  
    IBM 50 SHS 2007-02 PURCHASE 2012-07   9,670 4,684     4,986  
    VIRGIN MEDIA 700 SHS 2007-08 PURCHASE 2012-07   18,296 12,054     6,242  
    NV ENERGY 1050 SHS 2009-06 PURCHASE 2012-06   17,865 10,763     7,102  
    CHICOS FAS 800 SHS 2011-11 PURCHASE 2012-05   12,150 8,233     3,917  
    CORRECTIONS CORP OF AMER 200 SHS 2011-05 PURCHASE 2012-04   5,783 4,697     1,086  
    WYNDHAM WORLDWIDE 500 SHS 2007-08 PURCHASE 2012-05   24,899 15,720     9,179  
    BARC BREN SPX 2001-01 PURCHASE 2013-04   27,885 25,000     2,885  
    RS INTL GRWTH FD 2013-04 PURCHASE 2013-04   64,524 58,000     6,524  
    BARC BREN SPX 2001-01 PURCHASE 2013-03   22,500 20,000     2,500  
    JPM SRT DUR BOND 2001-01 PURCHASE 2013-02   90,000 90,040     -40  
    DB BREN SPX 2001-01 PURCHASE 2013-01   11,680 10,000     1,680  
    JPM CONT BUFF 2001-01 PURCHASE 2012-12   12,000 10,000     2,000  
    JPM SORT DUR BD 2012-12 PURCHASE 2012-12   58,700 58,593     107  
    HSBC 2012-12 PURCHASE 2012-12   10,000 10,000        
    GS CONT BUFF 2001-01 PURCHASE 2012-11   17,132 15,000     2,132  
    JPM BREN EAFE 2001-01 PURCHASE 2012-11   15,515 15,000     515  
    JPM BREN ASIA 2001-01 PURCHASE 2012-11   10,566 10,000     566  
    JPM US REAL ESTATE 2012-10 PURCHASE 2012-10   23,817 21,100     2,717  
    BLACKROCK US OPP. 2012-09 PURCHASE 2012-09   72,398 74,000     -1,602  
    JPM INTL CURRENCY 2012-06 PURCHASE 2012-06   38,000 39,495     -1,495  
    JPM HI YLD 2012-06 PURCHASE 2012-06   23,500 24,013     -513  
    BLACKROCK HI YLD 2012-06 PURCHASE 2012-06   23,500 23,963     -463  
    JPM QARN SPX 2001-01 PURCHASE 2012-05   15,000 15,000        
    RIDGEWORTH INTMDT BD FD 2011-05 PURCHASE 2012-05   40,000 40,682     -682  
    VANGUARD FI SECS 2012-05 PURCHASE 2012-05   24,000 23,929     71  
    CAPITAL GAINS DISTRIBUTIONS 2001-01 PURCHASE 2013-04   26,494       26,494  

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PREFERRED STOCKS, NEUBERGER 50,000 50,560
    STOCKS 2,301,201 2,845,645

    TY 2012 InvestmentsLandSchedule2
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 134,290 130,252 4,038  
    VEHICLE 24,796 24,796    
    IMPROVEMENTS 38,993 37,126 1,867  

    TY 2012 InvestmentsOtherSchedule2
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STOCKS BIOFIELD CHEMICAL   25,000 25,000
    STOCKS CAMBIO   2,898 2,898
    STOCKS RAYTEL SYSTEMS   6,329 6,329
    STOCKS VISUAL EDGE TECH   6,607 6,607
    STOCKS IVONYX GROUP SVC   4,093 4,093
    STOCKS BIOPOOL INT'L   2,923 2,923
    FIXED INCOME   869,444 1,009,496
    HARD ASSETS   103,370  
    ALTERNATIVE ASSETS   642,802 650,288

    TY 2012 OtherAssetsSchedule
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL ESTIMATED TAXES 6,791    
    INVESTMENT - ART 245,428 880,119 880,119
    ROUNDING -2 1  


    TY 2012 OtherExpensesSchedule
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    AUTO EXPENSE 14,427 14,427    
    BANK CHARGES 53 53    
    DELIVERY SERVICE 2,459 2,459    
    DUES/MEMBERSHIPS 10,992 10,992    
    GIFTS 110 110    
    INSURANCE 10,850 10,850    
    MISCELLANEOUS 352 352    
    OFFICE EXPENSE 14,562 14,562    
    PHOTO EXHIBIT/PUBLICATIONS 1,157 1,157    
    INTERNET 954 954    
    REPAIRS & MAINTENANCE 38,009 38,009    
    ROUNDING -3 -3    
    SECURITY 371 371    
    TELEPHONE 2,287 2,287    
    TEMPORARY OFFICE STAFF 4,255 4,255    
    UTILITIES 10,043 10,043    
    INVESTMENT DEPRECIATION 6,212 6,212    


    TY 2012 OtherIncomeSchedule2
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 3,094 3,094  


    TY 2012 OtherNotesLoansRcvblShortSch2
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Name of 501(c)(3) Organization Balance Due
    THEATER FOUNDATION RECEIVABLE
          		 
    CELSO GONZALEZ
          		3,859


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 12,874 12,874    
    CONTRACT SERVICES 40,346 40,346    


    TY 2012 SubstantialContributorsSch
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Name Address
    SONDRA GILMAN GONZALEZ-FALLA 2101 GLEN OAK
    CORPUS CHRISTI,TX78418


    TY 2012 TaxesSchedule
    Name:
    SONDRA & CHARLES GILMAN JR
    FOUNDATION INC
    EIN: 13-3097485
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES, PAYROLL 6,120 6,120    
    OTHER TAXES 7,995 861    
    FOREIGN TAXES 273 273