2022-09-15T03:08:46-00:00 2021-12-31 231633722 Cunningham Carey and Phillips 1077 Rydal Road Suite 200 Rydal PA 190461793 990PF 2021-01-01 256645244 THE GITLIN FAMILY FOUNDATION GITL 2155727400 270 COMMERCE DRIVE STE 101 FORT WASHINGTON PA 19034 HARVEY S GITLIN Director 2155727400 2022-09-15 true HARVEY GITLIN Stephen Phillips P00089177 2155727400 2022-09-15 2 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 32803356 X 769071 769071 1105832 16987811 0 1874903 769071 10945 10945 1593 1593 82 2984 2984 15604 15522 0 1600000 1600000 1615604 15522 1600000 259299 753549 7280 5653 5653 5098937 9049982 9049982 10500 672 672 453595 22629994 20802211 20802211 3295499 2944837 2944838 384794 31880599 32803355 32803356 0 X 31880599 32803355 31880599 32803355 31880599 32803355 31880599 259299 663457 32803355 32803355 10474 10474 10474 11080 11080 11080 17 589 589 false false false false false false false true true PA true false true false false true N/A Amy E Gitlin 2675582006 270 Commerce Dr Suite 101 Fort Washington PA 19034 false false false false false false false false false false false false false false false false false false false false false Harvey S Gitlin 270 Commerce Dr Ft Washington PA 19034 Director 002.00 0 Amy E Gitlin 270 Commerce Dr Ft Washington PA 19034 Treas/Director 001.00 0 Michelle Gitlin Goldstein 270 Commerce Dr Ft Washington PA 19034 Pres/Director 000.25 0 N/A 0 N/A 30341586 5937834 0 36279420 36279420 544191 35735229 1786761 1786761 10474 10474 1776287 1776287 1776287 1600000 1600000 1776287 1377614 1600000 1377614 222386 1553901 Harvey S Gitlin Amy E Gitlin Michelle G Goldstein X Jaws Youth Playbook 1251 Riverwinds Drive West Deptford NJ 08086 None PC Improving Health Wellness of at-risk youth 5000 Abington Health Foundation 1200 Old York Road Abington PA 19001 None PC Support of Abington Hospital 100000 Jewish Relief Agency 225 E City Avenue Suite 210 Bala Cynwyd PA 19004 None PC Relieving hunger of low income individuals 25000 Steven M Perez Foundation PO Box 955 Melville NY 11747 None PC To help people who have been affected by Leukemia 25000 Gift of Life 400 Callowhill Street Philadelphia PA 19123 None PC Support for Organ Donation 25000 Deborah Hospital Foundation 212 Trenton Road Browns Mills NJ 08015 None PC Hospital Support 25000 Toys for Tots 18251 Quantico Gateway Drive Triangle VA 22172 None PC Support for Poor Children 20000 ALS Hope Foundation PO Box 40777 Philadelphia PA 19107 None PC Medical Research 15000 Doctors Without Borders 40 Rector Street New York NY 10006 None PC Support for Intl Medical Programs 10000 Looking Out for Kids 8360 Old York Road Elkins Park PA 19027 None PC Support of Poor Children 5000 Families Forward 111 N 49th Street Philadelphia PA 19139 None PC Support for Social Service Organization 30000 Mothers Home 51 N McDade Blvd Darby PA 19023 None PC Resident Shelter for Pregnant Women 10000 Make-a-wish PO Box 97104 Washington CA 95986 None PC Support for sick children 5000 Univercity of Penn School of Venerinary Medicine 3800 Spruce Street Philadelpihia PA 19004 None PC Clinical Care 25000 Joyful Gathering Spiritual Center 925 Larkspur Place Mt Laurel NJ 07054 None PC Support of Spititual Community 15000 Philadelphia Orchestra 1 South Broad Street Philadelphia PA 19107 None PC Support of Cultural Orgnization 5000 Jack M Barrack Hebrew Academy 272 S Bryn Mawr Avenue Bryn Mawr PA 19010 None PC Support of Religious Equcation 25000 Ronald McDonald House Charities 3925 Chestnut Street Philadelphia PA 19104 None PC Support for Sick Children 10000 Perelman Jewish Day School 49 Haverford avenue Wynnewood PA 19096 None PC Support for Education 25000 JAFCO 3 Bala Plaza Bala Cynwyd PA 19004 None PC Support Abused and Neglected Children 25000 The Mann Center for Performing Arts 123 S Broad Street Philadelpiha PA 19109 None PC Support of Cultural Organization 100000 Rubye's Kids 453 Johnson Street Jenkintown PA 19046 None PC Empower Childing Living in Poverty 50000 Jaws Youth Playbook 1251 Riverwinds Drive West Deptford NJ 08086 None PC 200 Thanksgiving Meals 5000 Congregation Beth Or 230 Welsh Road Maple Glen PA 19002 None PC General Fund Religious Support 200000 Thomas Jefferson Univeristy Hospital 111 South 11th Street Philadelpiha PA 19107 None PC Support of Teaching Hospital 200000 Jewish Federation of Greater Philadelphia 2100 Arch Street Philadelphia PA 19103 None PC Community Support 25000 Our Lady of Hope 5200 North Broad Street Philadelphia PA 19141 None PC Support for Faith Education 5000 Children's Hospital of Philadelphia Foundation 3401 Civic Center Boulevard Philadelhpia PA 19104 None PC Sopport of Childrens Hospital 100000 St James Parish 321 W Butler Avenue Chalfont PA 18914 None PC Support of Religious Education 5000 Temple University Hospital Lung Center 3401 N Broad Street Philadelphia PA 19140 None PC Medical Training research 100000 Hope Grows for Autism PO Box 305 Gladwyne PA 19072 None PC Autism research 20000 Jams Yourth Playbook 1251 Riverwinds Drive West Depford NJ 08086 None PC Holiday Bike Drive 8500 Philabundance 3616 S Galaway Street Philadelphia PA 19148 None PC Support for Hunger Assisstance 100000 Mighty Writers 1501 Christan Street Philadelphia PA 19106 None PC Teaching chieldren to think and write with clarity 15000 Hope Grows for Autism PO Box 305 Gladwyne PA 19072 None PC Autish Research 30000 Mircle Flights 5740 S Eastern Avenue Las Vegas NV 89119 None PC Heloping Children gain access to medical care 5000 Solders' Angels 2895 NE Interstate 410 San Antonio TX 78218 None PC Help support aid and comfort to military veterans 1000 Western Kentucky Tornado Relief Fund Public Prot Cabinet 500 Mero St Frankfort KY 40601 None PC Tornado victims relief fund 5000 Jewish Familty & Children Service 2100 Arch Street Philadelphia PA 19103 None PC Provide Social Services to Familys and Children 50000 St Jude Parish 321 W Butler Avenue Chalfont PA 18914 None PC Support spiritual services 10000 Maccabi USA 1511 Walnut Street Philadelphia PA 19104 None PC Build Jewish Pride through sports 5000 Special Olympics 1133 19th Street NW Washington DC 20036 None PC Support children with physical and meantal disabilities 5000 Mattie N Dixon Community Cupboard 150 N Main Street Ambler PA 19002 None PC Support Ambler Food Bank 10000 Inter-Faith Food Alliance-Roslyn 1250 Easton Road Abington PA 19001 None PC Support Ambler Pantry 5000 Fox Chase Cancer Center 333 Cottman Avenue Philadelphia PA 19111 None PC To honor Dr. Robert Uzzo 100000 Manna on Main Street 606 Main Street Lansdale PA 19446 None PC Lansdale Food Pantry 5000 Lewis Katz School of Medicine at Temple Univeristy 3500 N Broad Street Philadelphia PA 19140 None PC Support Teaching Hospital 5500 1600000 14 769071 18 1105832 Royalties and Other Income 14 1874903 1874903 false false false false false false false false false false X Cunningham, Carey Phillips 10945 10945 100 shrs Amazon Com. 2021-04 P 2021-12 Wells Fargo 339194 334528 4666 .50 sh Chesapeake Eneregy 2021-12 P 2021-12 Wells Fargo 31 31 1000 Quanta Svcs Inc. 2021-02 P 2021-12 Wells Fargo 113295 76382 36913 2000 sh Starbucks Corp 2021-10 P 2021-12 Wells Fargo 222552 228267 -5715 1000 sh Tesla Inc. 2021-01 P 2021-12 Wells Fargo 976858 879871 96987 .33751 Chexapeake Eg Wts 2021-12 P 2021-12 Wells Fargo 11 11 900000 Fidelity Treasury FD 2020-03 P 2021-04 Wells Fargo 899993 900001 -8 1000 Citigroup Inc. 2020-01 P 2021-07 Wells Fargo 67958 80424 -12466 .07282 Ferrell Gas Partners LP 2021-07 P 2021-07 Wells Fargo 16 16 1000 Draftkings Inc. 2020-10 P 2021-08 Wells Fargo 50863 50766 97 5000 Apple Inc. 2020-09 P 2021-09 Wells Fargo 731371 573807 157564 5000 Apple Inc. 2020-08 P 2021-09 Wells Fargo 731371 650330 81041 500 sh. Netflix. Com 2020-07 P 2021-09 Wells Fargo 291954 283882 8072 5000 Pfizer Inc. 2020-10 P 2021-10 Wells Fargo 210215 175249 34966 5000 Pfizer Inc. 2019-07 P 2021-10 Wells Fargo 210215 210226 -11 5000 Pfizer Inc. 2019-08 P 2021-10 Wells Fargo 210215 168096 42119 3000 Apple Inc. 2021-10 P 2021-11 Wells Fargo 445061 436114 8947 Fidelity Treasury Fds 2020-03 P 2021-12 Wells Fargo 281348 281350 -2 Fidelity Treasury Fds 2020-03 P 2021-11 Wells Fargo 1010692 1010705 -13 Fidelity Treasury Fds 2020-12 P 2021-11 Wells Fargo 211 211 Fidelity Treasury Fds 2020-03 P 2021-02 Wells Fargo 959986 960002 -16 1,000 3M Co. 2021-01 P 2021-02 Wells Fargo 175889 170180 5709 .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 93575 93575 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 81425 81425 J. C. Penney Co. Inc. 5.65 2012-04 P 2021-02 Merger 49605 -49605 500,000 U.S. Treasury Bd P 2021-01 Fidelity Investmentrs 430935 484690 -53755 248 sh Viatris Inc. P 2021-02 Fidelity Investments 4224 3566 658 300 sh Shopify Inc. P 2021-03 Fidlelity Investments 378921 329083 49838 10,000 sh ATT Inc. P 2021-04 Fidelity Investments 306898 390060 -83162 Fidelity Govt Money Mkt P 2021-06 Fidelity Investments 630249 630249 5,000 Abbott Laboratories 2021-06 P 2021-07 Fidelity Investments 577872 550100 27772 500 Advanced Micro Devices P 2021-08 Fidelity Investments 53765 42720 11045 5000 Bk of America Corp P 2021-08 Fidelity Investments 205309 141774 63535 800 Salesforce.Com 2021-04 P 2021-08 Fidelity Investments 197572 175980 21592 200 Salesforce.com 2021-04 P 2021-08 Fidelity Investments 49392 43995 5397 500 sh Netflix Inc. P 2021-09 Fidelity Investments 291931 284382 7549 1,000 sh Facebook Inc. Cl A P 2021-09 Fidelity Investments 354877 245805 109072 1,250 Sh General Electric Co Com P 2021-09 Fidelity Investments 124088 107065 17023 1,000 sh Facebook Inc. Cl A P 2021-09 Fidelity Investments 342294 245805 96489 5,000 Walmart Inc. P 2021-11 Fidelity Investments 733546 723650 9896 3,000 Apple Inc. P 2021-10 Fidelity Investments 419998 388716 31282 3000 Pfizer Inc. 2020-05 P 2021-10 Fidelity Investments 125879 110739 15140 4,000 Salesforce.com P 2021-10 Fidelity Investments 1081934 879960 201974 14,400 ATT Com P 2021-10 Fidelity Investments 366622 450416 -83794 600 sh ATT Com P 2021-10 Fidelity Investments 15279 18763 -3484 100,000 Simon Propertiy Gr 2020-05 P 2021-07 Charles Schwab 100488 100737 -249 100,000 The Goldman Sach 2020-05 P 2021-07 Charles Schwab 100000 104968 -4968 .9700 sh Nvidia Corp P 2021-09 Charles Schwab 201 208 -7 2,001.3544 Sh Nvidia Corp. P 2021-09 Charles Schwab 414018 390073 23945 1,000 sh Netflix Inc. 2020-07 P 2021-09 Charles Schwab 580413 561160 19253 2,000.6456 Sh Nvidia Corp. P 2021-09 Charles Schwab 413872 211385 202487 119.2286 sh Pfizer Inc. P 2021-10 Charles Schwab 5014 4763 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 127458 95547 31911 100 sh American Express 2020-05 P 2021-10 Charles Schwab 100000 103926 -3926 100 sh PSEG Power LLC 2020-05 P 2021-10 Charles Schwab 105362 106871 -1509 1,000 Royalty Pharma PLC 2020-06 P 2021-12 Morgan Stanley 40393 54828 -14435 1,000 Shall International 2020-05 P 2021-12 Morgan Stanley 104403 104138 265 100,000 Morgan Stanley 2020-05 P 2021-11 Morgan Stanley 100000 100626 -626 100,000 GENERAL ELEC CAP CORP INTERNOTES 5.60 2022-02-15 99885 99885 200,000 CENTURYLINK INC SR UNSECURED 6.75 2023-12-01 216000 216000 100,000 GE CAPITAL CORP INTERNOTES MEDIUM 4.00 2023-12-15 103678 103678 25,000 PACTIV CORP DEBENTURES 7.95 2025-12-15 27625 27625 100,000 DISCOVER FINANCIAL SVS MEDIUM TERM 4.10 2026-03-15 106080 106080 100,000 ATT INC SR UNSECURED 4.80 2044-06-15 119479 119479 85,000 AVON PRODUCTS INC 6.50 2023-03-15 89144 89144 200,000 FORD MOTOR CREDIT CO LLC 4.39 2026-01-08 215500 215500 200,000 GENERAL MOTORS FINL CORP 4.35 2027-01-17 220320 220320 200,000 BRISTOL-MYERS SQUIBB 3.25 2027-02-27 215192 215192 200,000 QUALCOMM INC. 3.25 2027-05-20 215806 215806 200,000 AMGEN INC. 3.20 2027-11-02 215528 215528 29,000 GENERAL ELEC CAP CORP INTERNOTES 5.00 2027-12-15 31990 31990 100,000 LINCOLN NATIONAL CORP. 3.80 2028-03-01 109710 109710 46,000 GENERAL ELEC CAP CORP INTERNOTES 4.25 2028-09-15 49314 49314 25,000 GENERAL ELEC CAP CORP INTERNOTES 5.00 2029-01-15 27160 27161 100,000 Wells Fargo Co. 3.50 2022-03-08 100571 100571 100,000 Bank of America 3.50 2023-01-11 102744 102744 100,000 JPMorganchase 3.38 2023-05-01 103103 103103 100,000 Lowes Corp. 2.63 2023-05-15 102067 102067 250000 CITIBANK NA 3.50 2023-12-26 264095 264095 100000 STATE BANK OF INDIA 3.55 2024-01-04 105779 105779 100,000 Morgan Stanley 3.63 2023-06-15 104067 104067 5000 shares of BOEING CO. 1006600 1006600 5000 shares of ALTRIA GROUP INC MO 236950 236950 3000 shares of CVS HEALTH CORPORATION 309480 309480 47 shares of CHESAPEAKE ENERGY WTS 1539 1539 10000 shares of EXXPN MOBIL CORP. 611900 611900 1000 shares of PHILIP MORRIS INTERNATIONAL INC PM 95000 95000 4000 shares of PAYPAL HOLDINGS INC. 754320 754320 5000 shares of NANO DIMENSION LTD 19000 19000 100 shares of AMAZON.COM INC. 333434 333434 2000 shares of APPLE INC. 355140 355140 24 shares of CHESAPEAKE ENERGY CORP. 1548 1548 182 shares of FERRELL GAS PARTNERS LP 40950 40950 5000 shares of FORD MOTOR COMPANY 103850 103850 1250 shares of GENERAL ELECTRIC CO NEW 118088 118088 2000 shares of SKYWORKS SOLUTIONS INC. 310280 310280 2000 shares of TAIWAN SEMICONDUCTOR MFG CO. 240620 240620 2000 shares of WALGREENS BOOTS ALLIANCE INC. 104320 104320 100000 shares of GE CAPITAL CORP 103678 103678 200000 shares of GENERAL MOTORS FINL CO 220320 220320 100000 shares of ATT INC. COM 2460000 2460000 50000 shares of GLAXOSMITHKLINE ADR 2205000 2205000 1000 shares of Amazon. Com Inc. 3334340 3334340 1000 shares of Citigroup Inc. New 60390 60390 3000 shares of CVS Health Corporation 309480 309480 2000 shares of LAS VEGAS SANDS CORP 75280 75280 1000 shares of Pepsico Incorporated 173710 173710 2000 shares of Raytheon Technologies Corp. 172120 172120 8000 shares of Doubleline Income Solutions Fund 128960 128960 40000 shares of Western Assets Hi Income Opport. Fund 208000 208000 15000 shares of Glaxosmithkline ADR 661500 661500 1000 shares of Microsoft Corp. 336320 336320 15000 shares of ATT 369000 369000 800 shares of AMAZON.COM INC. 2667472 2667472 1000 shares of BANK OF AMERICA CORP. 44490 44490 5000 shares of BLACKBERRY LTD COM 46750 46750 3000 shares of CLEVELAND--CLIFFS INC. 65310 65310 1000 shares of COMCAST CORP. 50330 50330 1000 shares of GENERAL DYNAMICS CORP. 208470 208470 1000 shares of HARTFORD FINANCIAL SERVICES GRP 69040 69040 1500 shares of MICROSOFT CORP. 504480 504480 1000 shares of NANO DIMENSION LTD 3800 3800 5000 shares of Pfizer Inc. 295250 295250 10922 shares of ATT 268681 268681 5000 shares of Fuelcell Energy Inc. 26000 26000 2000 shares of Icahn Enterprises LP 99180 99180 5000 shares of Lithium Americas Corp 145600 145600 809 shares of Microsoft Corp. 272083 272083 1036 shares of Pepsico Incorporated 179963 179963 2000 shares of Royalty Pharma PLC 79700 79700 2112 shares of Verizon Communications 109740 109740 381 shares of Viatris Inc. 5155 5155 10000 shares of Guggenheim Active Alloc. Fd. 199600 199600 Broker Fees 2784 2784 Other Expense 200 200 Unrealized gains on valuation of securities 663457 Harvey S Gitlin 270 Commerce Dr Suite 101 Fort Washington PA 19034 Amy E Gitlin 1723 Benjamin Dr Ambler PA 19002 Michelle Gitlin Goldstein 850 S Penn Rd Ambler PA 19002