2024-02-20T16:58:55-06:00 2023-03-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990PF 2022-04-01 860554595 THE CHARLES AND GERTRUDE GORDON FOUNDATION CHAR 5207309168 2161 N SPLIT ROCK PLACE TUCSON AZ 857497902 STEVEN M RACHBACH TREASURER 5207309168 2024-02-20 1 STEVEN RACHBACH 999009999 1 KELLY L MELTZER CPA P00633511 5203214600 2024-02-16 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1725683 X X 90120 90120 -4 8 0 90116 90120 40000 32000 8000 1500 1000 500 855 0 0 253 253 0 42608 33253 8500 60000 60000 102608 33253 68500 -12492 56867 76438 63773 63773 0 535306 653814 1661824 1126691 1008096 1738262 1725770 1725683 0 0 X 0 0 0 0 1738262 1725770 1738262 1725770 1738262 1725770 1738262 -12492 0 1725770 0 1725770 DISCOVERY INC 2016-11-06 2022-04-11 8 12 -4 -4 -4 790 0 790 0 790 0 0 0 0 0 40 830 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A STEVEN M RACHBACH 5207309168 2161 N SPLIT ROCK PLACE TUCSON AZ 857497902 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL J RACHBACH 2270 BROADWAY NEW YORK NY 10024 SECRETARY AND TREASURER 5.00 15000 0 0 LISA H ISRAEL 2161 N SPLIT ROCK PLACE TUCSON AZ 85749 PRESIDENT 5.00 12500 0 0 LAUREN MUNGER 113 QUAIL RUN CARBONDALE CO 81623 VICE PRESIDENT 5.00 12500 0 0 NONE 0 NONE 0 0 1645782 70156 0 1715938 0 0 1715938 25739 1690199 84510 84510 790 790 83720 0 83720 0 83720 68500 0 68500 83720 53326 0 0 68500 53326 0 0 15174 0 0 0 0 0 0 0 0 68546 0 0 0 X ARIZONA THEATER COMPANY PO BOX 1631 TUCSON AZ 85702 PC GENERAL OPERATIONS 500 CASA DE LOS NINOS 1120 N 5TH AVENUE TUCSON AZ 85705 PC GENERAL PUBLIC SUPPORT 15000 COMMUNITY FOOD BANK OF SOUTHERN ARIZONA 3003 S COUNTRY CLUB TUCSON AZ 85713 PC FOOD BANK HONOR GARDEN 20000 HABITAT FOR HUMANITY 3501 N MOUNTAIN AVENUE TUCSON AZ 85719 PC BRINGS PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES 2000 HERMITAGE NO KILL CAT SHELTER AND SANCTUARY 5278 E 21ST STREET TUCSON AZ 85711 PC ANIMAL CARE 250 HUMANE SOCIETY OF SOUTHERN ARIZONA 635 W ROGER ROAD TUCSON AZ 85705 PC GROOMING FOR HOMELESS PETS TO PROMOTE ADOPTION 1000 JEWISH FAMILY & CHILDREN SERVICES 4301 E 5TH STREET TUCSON AZ 85711 PC SCHOLARSHIPS 1500 JEWISH HISTORY MUSEUM 564 S STONE AVENUE TUCSON AZ 85701 PC JEWISH HERITAGE SUPPORT 1000 LEAF JEWISH FEDERATION OF SOUTHERN ARIZONA 3822 E RIVER ROAD TUCSON AZ 85718 PC JEWS IN CRISIS LOCAL EMERGENCY ASSISTANCE 1000 LITERACY CONNECTS 200 E YAVAPAI ROAD TUCSON AZ 85705 PC LITERACY PROGRAM 1250 MAKE WAY FOR BOOKS 700 E STONE AVENUE TUCSON AZ 85705 PC LITERACY PROGRAM 1250 PLANNED PARENTHOOD 2255 N WYATT DRIVE TUCSON AZ 85712 PC COMPREHENSIVE HEALTHCARE 4000 PRIMAVERA FOUNDATION 151 W 40TH STREET TUCSON AZ 85713 PC GENERAL PUBLIC SUPPORT 2000 SARSEF 4574 E BROADWAY BLVD TUCSON AZ 85711 PC STEM RELATED EDUCATION FOR MINORITIES AND FEMALES 2500 TUCSON INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 85741 PC HOUSING AND FOOD FOR SENIORS 2750 TUCSON SYMPHONY ORCHESTRA 2175 N 6TH AVENUE TUCSON AZ 85705 PC SCHOOL AND KIDS PROGRAMS 1500 YOUTH ON THEIR OWN 1770 N ALVERNON WAY TUCSON AZ 85712 PC HOMELESS TEENS 2500 60000 0 14 90120 18 -4 0 90116 0 90116 0 0 0 0 0 0 0 0 0 0 UNION CARBIDE 40655 40000 INTERNATIONAL PAPER 27923 29934 CNA FINANCIAL 10285 10092 EASTMAN CHEMICAL 26986 30304 DELL 26431 25383 TFCF AMERICA 15638 15289 HISTORIC TW 52771 50989 APPLE 23845 24270 ORACLE 24425 24086 FORD MOTOR 36078 35945 ROYAL CARIBBEAN CRUISES 10448 9235 FRONTIER FLORIDA 22749 22317 GTE 24755 26975 HYDRO-QUEBEC 14820 15888 FRONTIER COMMUNICATIONS HOLDINGS 3461 2616 FORD MOTOR 81234 83722 VERIZON COMMUNICATIONS 24887 23259 LUMEN TECHNOLOGIES 26356 9500 HESS 24919 24196 VERIZON COMMUNICATIONS 25444 23997 AT&T 25371 23798 METLIFE 25106 21275 WALGREEN 96037 72993 AMERICAN EXPRESS 25426 23134 CARDINAL HEALTH 14567 13050 PARAMOUNT GLOBAL 58141 35493 FEDEX 60358 50330 ALLSTATE 25570 24345 DII INDUSTRIES 147005 134047 PITNEY BOWES 25000 15790 QWEST 25000 14850 ENTERGY ARKANSAS 35000 31458 THE SOUTHERN 20000 19536 AMEREN 23112 86390 AT&T 34959 23100 DUKE ENERGY 28145 64249 FRONTIER COMMUNICATIONS 31643 25366 GENERAL MTRS 9314 11077 PFIZER 47285 54060 SOUTHERN 47063 90454 VIATRIS 2590 1578 WARNER BROS DISCOVERY 10716 4379 WEYERHAEUSER 24553 25490 BLACKROCK HEALTH SCIENCES TR 49370 58604 INVESCO QQQ TRUST SERIES 1 24814 20860 SPDR S&P 500 ETF 24823 22516 VANGUARD REAL ESTATE ETF 45694 53976 LIFESTRATEGY INCOME FUND 131225 111715 CONSULTANT FEEES 1500 1000 500 THE CHARLES AND GERTRUDE GORDON FOUNDATION (FOUNDATION) ORIGINALLY PREPARED AND FILED ITS FORM 990-PF FOR TAX YEAR ENDED 03/31/2023 ON 05/22/2023. THE RETURN WAS PREPARED AND BELIEVED TO BE ELECTRONICALLY FILED BY THE FOUNDATION'S TREASURER AT THE TIME, PAUL J. RACHBACH. PAUL HAD ELECTRONICALLY FILED FORM 990-PF FOR THE PRIOR TAX YEAR ENDED 03/31/2022 ON 09/07/2022 USING THE SOFTWARE OF THE FIRM HE WORKED FOR, HERBERT D. SILVER CO. PAUL FOLLOWED THE SAME PROCEDURES WHEN PREPARING THE RETURN FOR TAX YEAR ENDED 03/31/2023 AND REASONABLY BELIEVED THE RETURN HAD BEEN SUCCESSFULLY TRANSMITTED AND ACCEPTED BY THE IRS. PAUL HAS SINCE STEPPED DOWN FROM HIS POSITION AS FOUNDATION TREASURER AND THE POSITION HAS BEEN ASSUMED BY STEVEN RACHBACH. WHEN THE NEW FOUNDATION TREASURER STEVEN RACHBACH AND THE FOUNDATION PRESIDENT LISA ISRAEL RECEIVED A NOTICE FROM IRS DATED 01/08/2024 STATING THAT THE RETURN HAD NOT BEEN FILED FOR TAX YEAR ENDED 03/31/2023, THEY IMMEDIATELY INQUIRED OF PAUL AND THE ADMINISTRATIVE STAFF OF HERBERT D. SILVER CO. AS TO WHETHER THE RETURN HAD BEEN ELECTRONICALLY FILED. PAUL AND THE ADMINISTRATIVE STAFF CONFIRMED THAT TO THE BEST OF THEIR KNOWLEDGE THE RETURN FOR TAX YEAR ENDED 03/31/2023 HAD BEEN ELECTRONICALLY FILED BUT WERE UNABLE TO LOCATE ANY PROOF OF FILING OR IRS ACCEPTANCE. AT THAT TIME, PAUL AND LISA RELUCTANTLY CONCLUDED THAT THE RETURN HAD SOMEHOW BEEN INADVERTENTLY FILED ON PAPER RATHER THAN ELECTRONICALLY AS INTENDED. STEVEN AND LISA HAD ALREADY ENGAGED A CPA TO PREPARE FUTURE RETURNS FOR THE FOUNDATION, AND IMMEDIATELY CONTACTED THE CPA TO ASSIST WITH ELECTRONICALLY FILING THE RETURN FOR TAX YEAR ENDED 03/31/2023. THE CHARLES AND GERTRUDE GORDON FOUNDATION HAS BEEN IN EXISTENCE SINCE 1994 AND HAS A LONG HISTORY OF TIMELY FILING ITS ANNUAL FORM 990-PF. THE FOUNDATION'S FORMER TREASURER FULLY INTENDED TO COMPLY WITH THE REQUIREMENT TO ELECTRONICALLY FILE FORM 990-PF, AND IN GOOD FAITH BELIEVED THAT HE HAD DONE SO. THE FOUNDATION REGRETS THAT THROUGH AN APPARENT ADMINISTRATIVE ERROR, THE FORM 990-PF FOR TAX YEAR ENDED 03/31/2023 WAS INADVERTENTLY FILED ON PAPER RATHER THAN ELECTRONICALLY AS INTENDED. THE FOUNDATION HAS SINCE ENGAGED A CPA AND IS FILING THIS RETURN ELECTRONICALLY AS SOON AS POSSIBLE UPON BECOMING AWARE THAT IT HAD NOT BEEN PREVIOUSLY FILED ELECTRONICALLY. THE FOUNDATION AND ITS CPA HAVE ALSO TAKEN APPROPRIATE STEPS TO ENSURE THAT ALL FUTURE RETURNS WILL BE FILED ELECTRONICALLY AS REQUIRED.IN LIGHT OF THIS INFORMATION, THE FOUNDATION RESPECTFULLY REQUESTS THAT IRS WAIVE ANY LATE FILING PENALTIES AND INTEREST.THANK YOU FOR YOUR CONSIDERATION. EXCISE TAXES 855 0 0