Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE GITLIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)270 COMMERCE DRIVE STE 101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WASHINGTON, PA19034
A Employer identification number

25-6645244
B Telephone number (see instructions)

(215) 572-7400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$32,803,356
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 769,071 769,071  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,105,832
b Gross sales price for all assets on line 6a 16,987,811
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 1,874,903 769,071  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,945 10,945    
c Other professional fees (attach schedule)....        
17 Interest............... 1,593 1,593    
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 82      
23 Other expenses (attach schedule)....... 2,984 2,984    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,604 15,522   0
25 Contributions, gifts, grants paid....... 1,600,000 1,600,000
26 Total expenses and disbursements. Add lines 24 and 25 1,615,604 15,522   1,600,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 259,299
b Net investment income (if negative, enter -0-) 753,549
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 7,280 5,653 5,653
2 Savings and temporary cash investments......... 5,098,937 9,049,982 9,049,982
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 10,500 672 672
10a Investments—U.S. and state government obligations (attach schedule) 453,595    
b Investments—corporate stock (attach schedule)....... 22,629,994 Click to see attachment20,802,211 20,802,211
c Investments—corporate bonds (attach schedule)....... 3,295,499 Click to see attachment2,944,837 2,944,838
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 384,794    
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,880,599 32,803,355 32,803,356
Liabilities 17 Accounts payable and accrued expenses..........    
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).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 31,880,599 32,803,355
29 Total net assets or fund balances (see instructions)..... 31,880,599 32,803,355
30 Total liabilities and net assets/fund balances (see instructions). 31,880,599 32,803,355
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
31,880,599
2
Enter amount from Part I, line 27a .....................
2
259,299
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
663,457
4
Add lines 1, 2, and 3 ..........................
4
32,803,355
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 29 .
6
32,803,355
Form 990-PF (2021)
Form 990-PF (2021)
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  
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,474
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 10,474
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 11,080
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.............. Part VI Line 7 - Tax Paid with the Original Return: 11080 7 11,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 17
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 589
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet589 RefundedBullet 11  
Part VI-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 the instructions
for the 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 ofbulletAmy E Gitlin Telephone no.bullet (267) 558-2006

    Located atbullet270 Commerce Dr Suite 101Fort WashingtonPA ZIP+4bullet19034
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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 instructions ..........
    1b
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    No
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    Harvey S Gitlin Director
    002.00
    0    
    270 Commerce Dr
    Ft Washington,PA19034
    Amy E Gitlin Treas/Director
    001.00
    0    
    270 Commerce Dr
    Ft Washington,PA19034
    Michelle Gitlin Goldstein Pres/Director
    000.25
    0    
    270 Commerce Dr
    Ft Washington,PA19034
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 N/A 0
    2  
    3  
    4  
    Part VIII-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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    30,341,586
    b
    Average of monthly cash balances.......................
    1b
    5,937,834
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,279,420
    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
    36,279,420
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    544,191
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    35,735,229
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,786,761
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,786,761
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,474
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,474
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,776,287
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,776,287
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,776,287
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,776,287
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,377,614
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,600,000
    a Applied to 2020, but not more than line 2a 1,377,614
    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 2021 distributable amount..... 222,386
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    1,553,901
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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).)
    Harvey S Gitlin
    Amy E Gitlin
    Michelle G Goldstein
    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 or email address 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Jaws Youth Playbook
    1251 Riverwinds Drive
    West Deptford,NJ08086
    None PC Improving Health Wellness of at-risk youth 5,000
    Abington Health Foundation
    1200 Old York Road
    Abington,PA19001
    None PC Support of Abington Hospital 100,000
    Jewish Relief Agency
    225 E City Avenue Suite 210
    Bala Cynwyd,PA19004
    None PC Relieving hunger of low income individuals 25,000
    Steven M Perez Foundation
    PO Box 955
    Melville,NY11747
    None PC To help people who have been affected by Leukemia 25,000
    Gift of Life
    400 Callowhill Street
    Philadelphia,PA19123
    None PC Support for Organ Donation 25,000
    Deborah Hospital Foundation
    212 Trenton Road
    Browns Mills,NJ08015
    None PC Hospital Support 25,000
    Toys for Tots
    18251 Quantico Gateway Drive
    Triangle,VA22172
    None PC Support for Poor Children 20,000
    ALS Hope Foundation
    PO Box 40777
    Philadelphia,PA19107
    None PC Medical Research 15,000
    Doctors Without Borders
    40 Rector Street
    New York,NY10006
    None PC Support for Intl Medical Programs 10,000
    Looking Out for Kids
    8360 Old York Road
    Elkins Park,PA19027
    None PC Support of Poor Children 5,000
    Families Forward
    111 N 49th Street
    Philadelphia,PA19139
    None PC Support for Social Service Organization 30,000
    Mothers Home
    51 N McDade Blvd
    Darby,PA19023
    None PC Resident Shelter for Pregnant Women 10,000
    Make-a-wish
    PO Box 97104
    Washington,CA95986
    None PC Support for sick children 5,000
    Univercity of Penn School of Venerinary Medicine
    3800 Spruce Street
    Philadelpihia,PA19004
    None PC Clinical Care 25,000
    Joyful Gathering Spiritual Center
    925 Larkspur Place
    Mt Laurel,NJ07054
    None PC Support of Spititual Community 15,000
    Philadelphia Orchestra
    1 South Broad Street
    Philadelphia,PA19107
    None PC Support of Cultural Orgnization 5,000
    Jack M Barrack Hebrew Academy
    272 S Bryn Mawr Avenue
    Bryn Mawr,PA19010
    None PC Support of Religious Equcation 25,000
    Ronald McDonald House Charities
    3925 Chestnut Street
    Philadelphia,PA19104
    None PC Support for Sick Children 10,000
    Perelman Jewish Day School
    49 Haverford avenue
    Wynnewood,PA19096
    None PC Support for Education 25,000
    JAFCO
    3 Bala Plaza
    Bala Cynwyd,PA19004
    None PC Support Abused and Neglected Children 25,000
    The Mann Center for Performing Arts
    123 S Broad Street
    Philadelpiha,PA19109
    None PC Support of Cultural Organization 100,000
    Rubye's Kids
    453 Johnson Street
    Jenkintown,PA19046
    None PC Empower Childing Living in Poverty 50,000
    Jaws Youth Playbook
    1251 Riverwinds Drive
    West Deptford,NJ08086
    None PC 200 Thanksgiving Meals 5,000
    Congregation Beth Or
    230 Welsh Road
    Maple Glen,PA19002
    None PC General Fund Religious Support 200,000
    Thomas Jefferson Univeristy Hospital
    111 South 11th Street
    Philadelpiha,PA19107
    None PC Support of Teaching Hospital 200,000
    Jewish Federation of Greater Philadelphia
    2100 Arch Street
    Philadelphia,PA19103
    None PC Community Support 25,000
    Our Lady of Hope
    5200 North Broad Street
    Philadelphia,PA19141
    None PC Support for Faith Education 5,000
    Children's Hospital of Philadelphia Foundation
    3401 Civic Center Boulevard
    Philadelhpia,PA19104
    None PC Sopport of Childrens Hospital 100,000
    St James Parish
    321 W Butler Avenue
    Chalfont,PA18914
    None PC Support of Religious Education 5,000
    Temple University Hospital Lung Center
    3401 N Broad Street
    Philadelphia,PA19140
    None PC Medical Training research 100,000
    Hope Grows for Autism
    PO Box 305
    Gladwyne,PA19072
    None PC Autism research 20,000
    Jams Yourth Playbook
    1251 Riverwinds Drive
    West Depford,NJ08086
    None PC Holiday Bike Drive 8,500
    Philabundance
    3616 S Galaway Street
    Philadelphia,PA19148
    None PC Support for Hunger Assisstance 100,000
    Mighty Writers
    1501 Christan Street
    Philadelphia,PA19106
    None PC Teaching chieldren to think and write with clarity 15,000
    Hope Grows for Autism
    PO Box 305
    Gladwyne,PA19072
    None PC Autish Research 30,000
    Mircle Flights
    5740 S Eastern Avenue
    Las Vegas,NV89119
    None PC Heloping Children gain access to medical care 5,000
    Solders' Angels
    2895 NE Interstate 410
    San Antonio,TX78218
    None PC Help support aid and comfort to military veterans 1,000
    Western Kentucky Tornado Relief Fund
    Public Prot Cabinet 500 Mero St
    Frankfort,KY40601
    None PC Tornado victims relief fund 5,000
    Jewish Familty & Children Service
    2100 Arch Street
    Philadelphia,PA19103
    None PC Provide Social Services to Familys and Children 50,000
    St Jude Parish
    321 W Butler Avenue
    Chalfont,PA18914
    None PC Support spiritual services 10,000
    Maccabi USA
    1511 Walnut Street
    Philadelphia,PA19104
    None PC Build Jewish Pride through sports 5,000
    Special Olympics
    1133 19th Street NW
    Washington,DC20036
    None PC Support children with physical and meantal disabilities 5,000
    Mattie N Dixon Community Cupboard
    150 N Main Street
    Ambler,PA19002
    None PC Support Ambler Food Bank 10,000
    Inter-Faith Food Alliance-Roslyn
    1250 Easton Road
    Abington,PA19001
    None PC Support Ambler Pantry 5,000
    Fox Chase Cancer Center
    333 Cottman Avenue
    Philadelphia,PA19111
    None PC To honor Dr. Robert Uzzo 100,000
    Manna on Main Street
    606 Main Street
    Lansdale,PA19446
    None PC Lansdale Food Pantry 5,000
    Lewis Katz School of Medicine at Temple Univeristy
    3500 N Broad Street
    Philadelphia,PA19140
    None PC Support Teaching Hospital 5,500
    Total .................................bullet 3a 1,600,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,105,832  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRoyalties and Other Income
        14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,874,903  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,874,903
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID: 21013554
    Software Version: 21.0.5.0
    Part VI Line 7 - Tax Paid with the Original Return: 11,080


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE GITLIN FAMILY FOUNDATION
     
    Employer identification number

    25-6645244
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE GITLIN FAMILY FOUNDATION
     
    Employer identification number
    25-6645244
    Part I
    Contributors
    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
     
     
     
     

    $  


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE GITLIN FAMILY FOUNDATION
     
    Employer identification number

    25-6645244
    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
     
    $    
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE GITLIN FAMILY FOUNDATION
     
    Employer identification number

    25-6645244
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2021)
    Additional Data


    Software ID: 21013554
    Software Version: 21.0.5.0

    TY 2021 AccountingFeesSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Cunningham, Carey Phillips 10,945 10,945    

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    100 shrs Amazon Com. 2021-04 P 2021-12  
    Wells Fargo
    339,194 334,528     4,666  
    .50 sh Chesapeake Eneregy 2021-12 P 2021-12  
    Wells Fargo
    31       31  
    1000 Quanta Svcs Inc. 2021-02 P 2021-12  
    Wells Fargo
    113,295 76,382     36,913  
    2000 sh Starbucks Corp 2021-10 P 2021-12  
    Wells Fargo
    222,552 228,267     -5,715  
    1000 sh Tesla Inc. 2021-01 P 2021-12  
    Wells Fargo
    976,858 879,871     96,987  
    .33751 Chexapeake Eg Wts 2021-12 P 2021-12  
    Wells Fargo
    11       11  
    900000 Fidelity Treasury FD 2020-03 P 2021-04  
    Wells Fargo
    899,993 900,001     -8  
    1000 Citigroup Inc. 2020-01 P 2021-07  
    Wells Fargo
    67,958 80,424     -12,466  
    .07282 Ferrell Gas Partners LP 2021-07 P 2021-07  
    Wells Fargo
    16       16  
    1000 Draftkings Inc. 2020-10 P 2021-08  
    Wells Fargo
    50,863 50,766     97  
    5000 Apple Inc. 2020-09 P 2021-09  
    Wells Fargo
    731,371 573,807     157,564  
    5000 Apple Inc. 2020-08 P 2021-09  
    Wells Fargo
    731,371 650,330     81,041  
    500 sh. Netflix. Com 2020-07 P 2021-09  
    Wells Fargo
    291,954 283,882     8,072  
    5000 Pfizer Inc. 2020-10 P 2021-10  
    Wells Fargo
    210,215 175,249     34,966  
    5000 Pfizer Inc. 2019-07 P 2021-10  
    Wells Fargo
    210,215 210,226     -11  
    5000 Pfizer Inc. 2019-08 P 2021-10  
    Wells Fargo
    210,215 168,096     42,119  
    3000 Apple Inc. 2021-10 P 2021-11  
    Wells Fargo
    445,061 436,114     8,947  
    Fidelity Treasury Fds 2020-03 P 2021-12  
    Wells Fargo
    281,348 281,350     -2  
    Fidelity Treasury Fds 2020-03 P 2021-11  
    Wells Fargo
    1,010,692 1,010,705     -13  
    Fidelity Treasury Fds 2020-12 P 2021-11  
    Wells Fargo
    211 211        
    Fidelity Treasury Fds 2020-03 P 2021-02  
    Wells Fargo
    959,986 960,002     -16  
    1,000 3M Co. 2021-01 P 2021-02  
    Wells Fargo
    175,889 170,180     5,709  
    .15419 Chesapeake Energy Wts 2021-02 P 2021-02  
    Wells Fargo
    3       3  
    .69161 Chesapeake Energy Corp. 2021-02 P 2021-02  
    Wells Fargo
    30       30  
    3,743 Wells Fargo Co 5.2 2012-08 P 2021-03  
    Wells Fargo
    93,575 93,575        
    50,000 General Motors Corp. 2011-04 P 2021-03  
    Wells Fargo
    7       7  
    150,000 General Motors Notes 2011-04 P 2021-03  
    Wells Fargo
    21       21  
    3,257 Wells Fargo Co. 5.2 2021-06 P 2017-09  
    Wells Fargo
    81,425 81,425        
    J. C. Penney Co. Inc. 5.65 2012-04 P 2021-02  
    Merger
      49,605     -49,605  
    500,000 U.S. Treasury Bd   P 2021-01  
    Fidelity Investmentrs
    430,935 484,690     -53,755  
    248 sh Viatris Inc.   P 2021-02  
    Fidelity Investments
    4,224 3,566     658  
    300 sh Shopify Inc.   P 2021-03  
    Fidlelity Investments
    378,921 329,083     49,838  
    10,000 sh ATT Inc.   P 2021-04  
    Fidelity Investments
    306,898 390,060     -83,162  
    Fidelity Govt Money Mkt   P 2021-06  
    Fidelity Investments
    630,249 630,249        
    5,000 Abbott Laboratories 2021-06 P 2021-07  
    Fidelity Investments
    577,872 550,100     27,772  
    500 Advanced Micro Devices   P 2021-08  
    Fidelity Investments
    53,765 42,720     11,045  
    5000 Bk of America Corp   P 2021-08  
    Fidelity Investments
    205,309 141,774     63,535  
    800 Salesforce.Com 2021-04 P 2021-08  
    Fidelity Investments
    197,572 175,980     21,592  
    200 Salesforce.com 2021-04 P 2021-08  
    Fidelity Investments
    49,392 43,995     5,397  
    500 sh Netflix Inc.   P 2021-09  
    Fidelity Investments
    291,931 284,382     7,549  
    1,000 sh Facebook Inc. Cl A   P 2021-09  
    Fidelity Investments
    354,877 245,805     109,072  
    1,250 Sh General Electric Co Com   P 2021-09  
    Fidelity Investments
    124,088 107,065     17,023  
    1,000 sh Facebook Inc. Cl A   P 2021-09  
    Fidelity Investments
    342,294 245,805     96,489  
    5,000 Walmart Inc.   P 2021-11  
    Fidelity Investments
    733,546 723,650     9,896  
    3,000 Apple Inc.   P 2021-10  
    Fidelity Investments
    419,998 388,716     31,282  
    3000 Pfizer Inc. 2020-05 P 2021-10  
    Fidelity Investments
    125,879 110,739     15,140  
    4,000 Salesforce.com   P 2021-10  
    Fidelity Investments
    1,081,934 879,960     201,974  
    14,400 ATT Com   P 2021-10  
    Fidelity Investments
    366,622 450,416     -83,794  
    600 sh ATT Com   P 2021-10  
    Fidelity Investments
    15,279 18,763     -3,484  
    100,000 Simon Propertiy Gr 2020-05 P 2021-07  
    Charles Schwab
    100,488 100,737     -249  
    100,000 The Goldman Sach 2020-05 P 2021-07  
    Charles Schwab
    100,000 104,968     -4,968  
    .9700 sh Nvidia Corp   P 2021-09  
    Charles Schwab
    201 208     -7  
    2,001.3544 Sh Nvidia Corp.   P 2021-09  
    Charles Schwab
    414,018 390,073     23,945  
    1,000 sh Netflix Inc. 2020-07 P 2021-09  
    Charles Schwab
    580,413 561,160     19,253  
    2,000.6456 Sh Nvidia Corp.   P 2021-09  
    Charles Schwab
    413,872 211,385     202,487  
    119.2286 sh Pfizer Inc.   P 2021-10  
    Charles Schwab
    5,014 4,763     251  
    .141 sh Pfizer Inc. 2021-09 P 2021-10  
    Charles Schwab
    6 7     -1  
    .5523 sh ATT 2021-08 P 2021-10  
    Charles Schwab
    14 15     -1  
    .2917 sh Microsoft Corp. 2021-09 P 2021-10  
    Charles Schwab
    90 87     3  
    .719 sh Pepsico Inc. 2021-10 P 2021-10  
    Charles Schwab
    116 108     8  
    .1393 sh Verizon Communications 2021-08 P 2021-10  
    Charles Schwab
    7 7        
    .8202 sh Viatris Inc. 2021-09 P 2021-10  
    Charles Schwab
    11 11        
    3,030.7714 sh Pfizer Inc.   P 2021-10  
    Charles Schwab
    127,458 95,547     31,911  
    100 sh American Express 2020-05 P 2021-10  
    Charles Schwab
    100,000 103,926     -3,926  
    100 sh PSEG Power LLC 2020-05 P 2021-10  
    Charles Schwab
    105,362 106,871     -1,509  
    1,000 Royalty Pharma PLC 2020-06 P 2021-12  
    Morgan Stanley
    40,393 54,828     -14,435  
    1,000 Shall International 2020-05 P 2021-12  
    Morgan Stanley
    104,403 104,138     265  
    100,000 Morgan Stanley 2020-05 P 2021-11  
    Morgan Stanley
    100,000 100,626     -626  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 GENERAL ELEC CAP CORP INTERNOTES 5.60 2022-02-15 99,885 99,885
    200,000 CENTURYLINK INC SR UNSECURED 6.75 2023-12-01 216,000 216,000
    100,000 GE CAPITAL CORP INTERNOTES MEDIUM 4.00 2023-12-15 103,678 103,678
    25,000 PACTIV CORP DEBENTURES 7.95 2025-12-15 27,625 27,625
    100,000 DISCOVER FINANCIAL SVS MEDIUM TERM 4.10 2026-03-15 106,080 106,080
    100,000 ATT INC SR UNSECURED 4.80 2044-06-15 119,479 119,479
    85,000 AVON PRODUCTS INC 6.50 2023-03-15 89,144 89,144
    200,000 FORD MOTOR CREDIT CO LLC 4.39 2026-01-08 215,500 215,500
    200,000 GENERAL MOTORS FINL CORP 4.35 2027-01-17 220,320 220,320
    200,000 BRISTOL-MYERS SQUIBB 3.25 2027-02-27 215,192 215,192
    200,000 QUALCOMM INC. 3.25 2027-05-20 215,806 215,806
    200,000 AMGEN INC. 3.20 2027-11-02 215,528 215,528
    29,000 GENERAL ELEC CAP CORP INTERNOTES 5.00 2027-12-15 31,990 31,990
    100,000 LINCOLN NATIONAL CORP. 3.80 2028-03-01 109,710 109,710
    46,000 GENERAL ELEC CAP CORP INTERNOTES 4.25 2028-09-15 49,314 49,314
    25,000 GENERAL ELEC CAP CORP INTERNOTES 5.00 2029-01-15 27,160 27,161
    100,000 Wells Fargo Co. 3.50 2022-03-08 100,571 100,571
    100,000 Bank of America 3.50 2023-01-11 102,744 102,744
    100,000 JPMorganchase 3.38 2023-05-01 103,103 103,103
    100,000 Lowes Corp. 2.63 2023-05-15 102,067 102,067
    250000 CITIBANK NA 3.50 2023-12-26 264,095 264,095
    100000 STATE BANK OF INDIA 3.55 2024-01-04 105,779 105,779
    100,000 Morgan Stanley 3.63 2023-06-15 104,067 104,067

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    5000 shares of BOEING CO. 1,006,600 1,006,600
    5000 shares of ALTRIA GROUP INC MO 236,950 236,950
    3000 shares of CVS HEALTH CORPORATION 309,480 309,480
    47 shares of CHESAPEAKE ENERGY WTS 1,539 1,539
    10000 shares of EXXPN MOBIL CORP. 611,900 611,900
    1000 shares of PHILIP MORRIS INTERNATIONAL INC PM 95,000 95,000
    4000 shares of PAYPAL HOLDINGS INC. 754,320 754,320
    5000 shares of NANO DIMENSION LTD 19,000 19,000
    100 shares of AMAZON.COM INC. 333,434 333,434
    2000 shares of APPLE INC. 355,140 355,140
    24 shares of CHESAPEAKE ENERGY CORP. 1,548 1,548
    182 shares of FERRELL GAS PARTNERS LP 40,950 40,950
    5000 shares of FORD MOTOR COMPANY 103,850 103,850
    1250 shares of GENERAL ELECTRIC CO NEW 118,088 118,088
    2000 shares of SKYWORKS SOLUTIONS INC. 310,280 310,280
    2000 shares of TAIWAN SEMICONDUCTOR MFG CO. 240,620 240,620
    2000 shares of WALGREENS BOOTS ALLIANCE INC. 104,320 104,320
    100000 shares of GE CAPITAL CORP 103,678 103,678
    200000 shares of GENERAL MOTORS FINL CO 220,320 220,320
    100000 shares of ATT INC. COM 2,460,000 2,460,000
    50000 shares of GLAXOSMITHKLINE ADR 2,205,000 2,205,000
    1000 shares of Amazon. Com Inc. 3,334,340 3,334,340
    1000 shares of Citigroup Inc. New 60,390 60,390
    3000 shares of CVS Health Corporation 309,480 309,480
    2000 shares of LAS VEGAS SANDS CORP 75,280 75,280
    1000 shares of Pepsico Incorporated 173,710 173,710
    2000 shares of Raytheon Technologies Corp. 172,120 172,120
    8000 shares of Doubleline Income Solutions Fund 128,960 128,960
    40000 shares of Western Assets Hi Income Opport. Fund 208,000 208,000
    15000 shares of Glaxosmithkline ADR 661,500 661,500
    1000 shares of Microsoft Corp. 336,320 336,320
    15000 shares of ATT 369,000 369,000
    800 shares of AMAZON.COM INC. 2,667,472 2,667,472
    1000 shares of BANK OF AMERICA CORP. 44,490 44,490
    5000 shares of BLACKBERRY LTD COM 46,750 46,750
    3000 shares of CLEVELAND--CLIFFS INC. 65,310 65,310
    1000 shares of COMCAST CORP. 50,330 50,330
    1000 shares of GENERAL DYNAMICS CORP. 208,470 208,470
    1000 shares of HARTFORD FINANCIAL SERVICES GRP 69,040 69,040
    1500 shares of MICROSOFT CORP. 504,480 504,480
    1000 shares of NANO DIMENSION LTD 3,800 3,800
    5000 shares of Pfizer Inc. 295,250 295,250
    10922 shares of ATT 268,681 268,681
    5000 shares of Fuelcell Energy Inc. 26,000 26,000
    2000 shares of Icahn Enterprises LP 99,180 99,180
    5000 shares of Lithium Americas Corp 145,600 145,600
    809 shares of Microsoft Corp. 272,083 272,083
    1036 shares of Pepsico Incorporated 179,963 179,963
    2000 shares of Royalty Pharma PLC 79,700 79,700
    2112 shares of Verizon Communications 109,740 109,740
    381 shares of Viatris Inc. 5,155 5,155
    10000 shares of Guggenheim Active Alloc. Fd. 199,600 199,600

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value

    TY 2021 LegalFeesSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


    TY 2021 OtherExpensesSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Broker Fees 2,784 2,784    
    Other Expense 200 200    


    TY 2021 OtherIncreasesSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Description Amount
    Unrealized gains on valuation of securities 663,457


    TY 2021 SubstantialContributorsSch
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Name Address
    Harvey S Gitlin 270 Commerce Dr Suite 101
    Fort Washington,PA19034
    Amy E Gitlin 1723 Benjamin Dr
    Ambler,PA19002
    Michelle Gitlin Goldstein 850 S Penn Rd
    Ambler,PA19002


    TY 2021 TaxesSchedule
    Name:
    THE GITLIN FAMILY FOUNDATION
    EIN:
    25-6645244
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes