faffn 990-pf return of private...

Z7 Sub 11ns-P6' r~ pne 72 [' NFm ;y

~a e.~oi~~o..~.n.rand! ai.eun.'mn <29 332 . IF Not Investment Income of nwdt», .nte.~i c`'64~5~4'3~.=° -s . p c r AEIuth0 net Income n \ .ner o~ N/A ^'^[ - I ~.,

01-24-M LHA For Paperwork Reduction Act Notice, see tie Instructions Farm 990-PF (2001) 1

16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

Faffn 990-PF Return of Private Foundation or Section 4847(a)(1) Nonexempt Charitable Trust 'i

I^Dq~Min~t~d s~~ rY Treated as a Private Foundation Nato The orpantretlon may be able to use a copy o/ this velum to satisfy state reporting requirements

Forcalendar rcar2001 .orte:reerGaolnnlna JUL 1 . 2001 .endundies JUN 30 . 2002

Use the IRS Mme of oryanlraGon A Employer Identification number label ILDENHORN / SPEISMAN FAMILY FOUNDATION

otherwise, /O JOSEPH GILDENHORN 52-1646756 print r+Mme.w .ease(orPOeoaouno.irmoll rnol: aan..am~ .naneM,) Roonvoulr 0 Telephone number

oFtWB 301 WISCONSIN AVE . NW 300 ( 202 ) 777-7100 See Specific

Ci ty or town, state, and ZIP code C u Instructions

uenPbonspPIbHon Is pendlnp, chac4 hse 1 D

ASHINGTON DC 20015 of Foreign orpaniraCons,check hen 10-H Check type otorganization DO Sec6on501(c)(3)exempt private foundation 2 F

hIw vq e11rL mmo~o~~uw~.~m.asxe.x ~0 cpu on

Section 4947(aN1) nonexmmpt chantable trust 0 Other taxable pm2b foundation E If prnate foundation status was terminated I Fair marketvalue ofallassets atarid afyear J AccounGngmeMod O Cash L-1 Accrual under section 5W(b)(1)(A),check here "0 (from Pert 11, eol (c), line 16) 0 Oar (speay) f If the foundation Is In a 60-month termination 111114 9 2 1 6 4 2 . (Pert I, column &Q must be on each basis.) under section 507 b 1 B check here 11- F-1

' Melytlt al Revenue end Edemas (s) Revenue arid (E) Disbursements (The total of amounts In columns (b), expenses per (D) Net Investment (e) Adjusted net for chariU6le (c),end(d) meyrrotnecessarily equal boots Income Income purposes the amounts in column N/A (cash basis only)

1 Contributions, OAls, grants, e0c . received cnml~"[Kj ueerummlImtiW ~meaenMhsne x ;

Y Distributions from SpIRtinLaresttrusts 9 i~~ .m~ro. .na~er ~,

.8244 . 8 , 244 . 1 ~"~~Lc r'~`. ; =h in wm~nte 4 Dividends andinterest from secun6es 58 , 929 . 58 , 929 . $ 5a Gross rents 6Mstmmima~uPw) c .1 Six Hd ~I n or oo.lr~d.ai~.nnoeon i'<12 ̀ 296 . rd ~ IlnsiO ` `+ ~~'3'.L V U O. WlPeaball ZS/OSO~ r'

2- 1 .s .~ca O~I/Ol1lil10 8! '0'. [Vw^S:k'. C.Nnm'. rI

7 ~w Wnnetlnmme(fmmPartN,llns~ s;"'' ' LU ¢ 8 Netshort-Osrmrapl0lgain

B Income modifications 103 GmsaIee lep reWma end N1owen48

1"

~ `"ya~ ~ ~ ~2 i'G2°-

b Lmacost alpomswla ' a^7 7 �

e Gross profit or (loss) V , . 4 », ;` ~° °; °," 11 Other Income 12 Total AdOlines lthrough ii 54 877 . 67 173 . 19 CortpsiaHon olomose, ahecmn m+ver, ale. 0 . 0 " ` 0 ̀.'

14 Other employee salaries and wages 15 Pension plans, employee benefits He Legal fees

taccouncnqfees STMT 4 4 , 150 . 2 , 490 . 1 , 660 . ~f e Other professional fees STMT 5 140 . 140 . 0 .

17 Interest to vexes STMT 6 419 . 0 . 0 . 19 Depreciation and depletion

E 20 Occupancy 21 Travel, conTgrances, and meetings

m 72 Pnnhnp a STMT 7 1 , 200 . 0 . 0 .

p 24 0 end adml Iva

GILDENHORN / SPEISMAN FAMILY FOUNDATION

Book

Organization that follow SFAS 117, check ham end complete [inn 20 through 26 and lines 30 end 31

24 Unrestricted w 25 Temporarily restricted 11 26 Permanently restricted

Organizations that do not tallow SFAS 117, check sera 1 0 end complete lines 27 through 91

888° 27 Capital stock . brust principal . or current funds 28 Paid-in or capital surplus, or land, bldg , and equipment fund YB Retained earnings, accumulated income, endowment or other funds

= 30 Total net warels or fund balances

761

924,429 . vmm B90-PF Raoi)

ixeii of-zaox

2 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

Balance Sheets "`w"'°°m'°°°°"""°°'"""'tea' ~8lt'~a mmmmameevaiaahvnwiea+w

1 Cash -nonanterast-0earlnp 2' SavInqSandtemporary cash inves6nants 9 Accounts recehaDle"

Less allowance for doubtful accounts 10, 4 Pledges receivable 100

Less allowance firdoubtful accounts 6 Grants receivable B ReceMDles due train officers, directors, trustees, and other

disqualified persons 7 014~nEIN61m/Imb

Less allowance fir doubtful accounts 00, 8 Inventorlas for sale or use B Prepaid expenses and deterred charges 10e Investments -U S and state government obligations STMT 8

6lnvesNronis-corporate stock STMT 9 e Investments -corporate bonds STMT 10

1 1 M WO Ot 7-In6b4NW .N7P0MftEz*

IarmndbAEomixlm 1 12 Investments - mortgage loans 19 Investments -other STMT 11 14 Land, buildings, and equipment beds 10,

L= mmueaaatddm 18 Other assets (describe

17 Accounts payable and accrued expenses 18 Grants payable

$ 19 Deferred revenue 20 lwM ft. ommM alb., murom, .na omW arquounae pavu

21 Mortgages and other notes payable

J 22 Other liabilities (describe

F

761

Melysls of Changes In Net Asset or Fund Balances

1 Total net assets or fund balances at beginning of year-Part II, column (a), line 30 (must agree write and-of-year figure reported on prior years return)

2 Enter amount from Part 1, line 27a 9 Other increases not Included in line 2 (itemize) 4 Add lines 1, 2 . and 3 5 Decreases not included In line 2 (Esmize)

52-1646756 End of year

(b) Book Value (c) Fair Mallet Value 51 249 . 51 , 249 .

I

75 , 000 . 77 , 672 . 200 749 . 243 , 548 ._ 84 681 . 88 , 488 .

512 750 . 460 ~

685 . ,. .. ..... ......~.,..~.aF~anJSF ̀ .. ..~a ~w.~ao~F.' ~...~..,.ama

ooe e ~~fr~k

, z -

&'ir

P'tr5efo a' tr .. ; a';~

°~1

~3.'VS~.~~ n

953,761 . <29,332 .>

(e) List and describe the kind(s) of property sold (e p , real estate, ku nvw acyi 2-story brkk warehouse, or common stock, 200 shs MLC Co ) D -DOnaGi

3 SF3 MICROSOFT CORPORATION P 351 SH CENDANT INC . P

(e) Gross sales pots (Q Depreciation allowed (p) Cost or other basis (or allowable) plus expense of sale

.>

.>

(1) Gams (Cod (h) pain minus cot (k), but not less than -0-) or

Losses (from cot (h))

<314 . > <11,982 . >

<12,296 . >

N/A income

E::] Yes EKI No

'omplete any for assets showing pain m column (h) and owned by the foundation on 12/31/69

I F M V as of t Y~1~69 (I) lusted basis (k) Excess of col (I) as of 12/31/69 over col (1),d any

r!geFC1! j VY811i1C8U011 UnOBr .1BCU011 4lYNlte/ TM M90llCBO 18)I OA IVBS IIIV9'(For optional use by domestic private foun0atons subbed to the section 4940(a) tax on net Investment income

If section 49400)(2) applies, leave this part blank

Was the organization liable forte section 4942 fax on the disMhutahle amount of any year in the base peno09

.0838909

.0333447

.0743696

.0367009

.3222374

.0644475

886,104 .

57,107 .

645 .

7 Add lines 5 and 6

8 Enter qualifying distributions from Part XII, line 4 79,960 .

N hoe 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate See the Part VI Instructions

Form 990-PF 1e001) ir~szt of-zsaz 3


GILDENHORN / SPEISMAN FAMILY FOUNDATION

2 Capitol pain net income or (net capital loss) { If am, also enter in Par[ I, line 7 Itloss), enter -0-in Part l, line 7

9 Net short-term capital pain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) If (loss) . enter -0- in Part 1 . line 8

sold (s) Dab acquired I (d) Data sold N(mo , day, yr ~ (mo , day, yr )

(h) Gain or (lot, (e) plus (f) minus

1 Enter the appropriate amount m each column for each year, see Instructions before making any entries

1b1 10 Base Pa nod years Adjusted qualifying cainndor~oarrore .~rnaniooinn in~ Oistnbu6ans Net value otnonchanGble-useassets

2 Total of line 1, column (d) 9 Average distribution ratio for the 5-year base period -dMOe the total online 2 by 5, or by the number of years

the foundation has bean in existence H less than 5 years

4 Enter the not value of noncharrtable-use assets for 2001 from Part X, line 5

6 Multiply line 4 byline 3

8 Enter 1 % of net inveshnent income (1% of Part I, line 27b)

GILDENHORN / SPEISMAN FAMILY FOUNDATION Farm99o-PF toot C/O JOSEPH GILDENHORN

:yet Exase ray eased on tr,vestrnent tr,oorrte csec9on asao(e), a94orol. asao(e), or ,

la Exempt operating foundations described In section 4940(E)(2), check here 1 [~ and enter TI/A' on Iine 7 Date a1 ruling letter /ethah copy a1 ruling letter II neceaoryiee imhuHlcm)

D Domestic OrqantraGOns that meet the section 4940(e) requirements In Part V, check here " [K] and enter 1% of Part 1. line 27b

a All otherOomesUc organizations enter 2% of line 27b Exempt foreign orpanvaCons enter 4% of Part I, line 12 . call (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 9 Add hoes 7 and 2 0 Subtitle A (income) hx (domestic section 4947(a)(1) trusts and taxable foundations any Others enter -0-) 5 Tax based on Investment Income Subtract line 4 tram line 3 If zero or less, enter -0- B CreAdSNayments e 2001 estimated fax payments and 2000 overpayment credited to 2001 Be 680 D Exempt foreign organizations -fix withhold at source 8b a Tax paid with application for extension of time to file (Farm 8868) Be d Backup withholding erroneously withhold Oil

Total credits and payments Add hoes 6a through Sit B Enter any penalty fir underpayment of estimated Um Check hen D R Form 2220 Is attached B Tai due lithe total of hoes 5 and B Is more than line 7, enter amount owed 110. 10 Overpayment If line 71s mare than the total of lines 5 and 8, enter the amount overpaid 11 Enter the amount of line 10 to be Credited to 2002 estimated to " 35 .~ Refunded

-1VY

t - see

680

X

X 11 Did Use organization comply with the public Inspection requirements for Its annual returns and exemption application? Web site address 111- N/A


1a During the tax year, did the organization attempt to Influence any national, state, or local legislation or did K participate or Intervene In any political campaign?

b Did It spent more than $700 during the year (either directly or Indirectly) for political purposes (see Instructions for definiCon)7 H the answer is 'Yes' to 1 a or 1 b, attach e detailed description o/ the ectrvlNes arid copies of any rinstariab published or distributed by the otiparibiabon In connection with the activities

o Did the organization file Form 1120-POL for this yeaA d Enter the amount (R any) of tax on political expenditures (section 4955) imposed during the year

(1) On the organization " $ 0 " (2) On organization managers " $ 0 . e Enter the reimbursement (If any) geld by the arpantrahon during the year for political expenditure fax imposed on orpantra4on

managers " a 0 . 2 Figs the organization engaged in any activities that have not previously been reported to the IRS?

M 'Yes,' attach a detailed description of ft activities 9 Has the oryantrabon 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 coaorrned copy of the changes 4a Did the organization have unrelated business gross income of $1 .0130 or more during the year? D If Yes; has R filed a tax return an Form 990-T for this year? N/A

6 Was there a liquidation, termination, dissolution, or substantial contraction during the year9 11 'Yaks, ' attach the statement required by General Instruction T

8 Are the requirements of section 508(e) (relating to sections 4947 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 Instrument9 7 Did the organization have at least $5.000 in assets at any linne during the year? H 'Yes,' complete Pert 11, cot (c), end Part XV

Be Enter the states to which the foundation reports or with which h K registered (See instructions) 1 MARYLAND

b If the answer is Yes' to line 7, has the arpaniza6an fu mlshe0 a copy at Form 99o-PF to the Attorney General (or designate) of each state as required by General Instruction G7 If 'No,' attach explanation

8 Is the organization chiming status as a private operating foundation within the meaning at section 4942(j)(3) or 4942()(5) for calendar year 2001 or the taxable year beginning In 2001 (see Instructions for Part Xlh? H 'Yes,' complete Part XV

10 Did any parsons became substantial contributors during the lax yeah IF 'Yes,' attach a schedule OsNnp their nerves end addresses

X

X~

12 meoooksaremcare of " JOSEPH GILDENHORN Telephone no " (202) 777-7100 Locateaat " 5301 WISCONSIN AVE ., NW SUITE 300, WASHINGTON, DC ziP,4 .20015

19 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF In lieu of Foam 1011 - Check here and enter the amount of tax-exempt Interest received or accrued Oudno the veer 0-1 19 1 N/A

1~1 01-24-02 c~ 9B0-PF Romp

r's, t~F

h Did the organization, during the year, pay premiums, directly or Indirectly . on a personal benefit contract? d you enswerari 'Yes' to 66. also file Form 8870

ram 9B0-PF Room


GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 99o-PF(200i) C/O JOSEPH GILDENHORN 52-

File Form 4720 H any hem s checked In the "Yes' column, unless en exception applies, °~<'~m' Yes te'DUrInp Me year did the orqanrraBon (either directly or Indirectly)

1t 1 Enga g e In theub or exchan g e , or leasin g of propeAy wlth a Asqualified person? 0 Yes ~ No `" ~^ ̀' A ,,aV^~ .M (2) Borrow money from, land money to, or otherwise eland credit to (or accept it from)

a disqualified person? 0 Yet [K] No ° ~~ y (9) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ED Yes 0 No (4) Pay compensation to, or pay or reimburse the expenses of . a disqualified persons 0 Yes [XI No "" ~oy ~° ~Nu (6) TransleranyincomeorasseLStoadkqualdiMperson(armakeanyofeltheravallable

fir the benefit or use of a dlspualifieE person)? ED Yes EKI No e`'«°.'y o x~° ;s, ac (B) Agree to pay money or property to a government official? (Fscepllon Check No' If the organization agreed to make a pant to or to employ the official for a period after termination a1 government service, A terminating within 90 days ) ~ Yes ~ No

b Itany answer k Yes'to 1a(1)-(6), did em of the acts fall to qually under the exceptions described In Regulations section 53 4941(0f3 or in a current notice regarding disaster assistance (see gape 19 of the instructions)? NBA 1h Organizations relying on a arrant notice regarding disaster assistance check here 10

e Did the organization engage m a prior year In any of the acts descnCed in 1a, abler than excepted acts, that were not corrected �� before the first day of the fax year beginning In 20017 ^1e

2 Tams on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation , . � soa defined m section 4942(j)(3) or 4942(1)(5))

a At Me and of fax year 2001, did the orpantrahon have any undistributed Income (hoes 6d and tie, Part XIII) for tax year(s) beginning before 2001? D 1'a ~ Na It Yes; list theyears "

h Are there any years listed m 4a fir which the organization s not applying the provisions of section 49,42(a)(2) (relating to Ncortect valuation of assets) to the years undistributed Incoma9 (If applying section 4942(a)(2) to ell years listed, answer 'No' and attach s~ ̀ ;°�. W,~ statement -seeInstructions ) NBA pp

e little provisions o15ecUon 4942(a)(2) era being applied to emr of the years listed m 2a, list Ne years here . ia^~.i3~0. '

9a Did the aryantraton hold more than a 276 Aired or Indirect Interest In any business enterprise at anytime during the year? 0 Yes 00 No

6 It Yes,' dW it have axes business holdings in 2001 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the (apse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by pit or bequest, or (9) the lapse of Me 1o-,15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determne d the oipenmabon had cocas business holdings u' 2001) N/A "96� ,^

4e DM the organization Invest during the year any amount in a manner that would jeopardize its charitable purposes? 4e 6 Did the organization make any Investment In a prior year (Gut after December 31, 1969) Nat could bopardtre i6 charitable purpose that had not been removed from OoDardy paten the first day otNe fax year beginning In 2001 46

5a During the year Oid the organization pay or Incur any amount to 11) Carry on propaganda, or omeixnse attempt to Influence legislation (section 4945(a))? Yes No

Influence the outcome of an specific public election see section 4955 or to ca on, duet or Indi rectly, ~~°~" (2 ) r v f ), ca rry ~N ~v, ,~~p any wler registration drive? 0 1'e~ D No '.,` yn~'

(9) Provide a pent to an individual for travel, study, or other simper purposes? Yes EKI No (4) Provide a pent to an organization other man a charitable . e0c , arpantrallon described m section

No 509(a)(1), (2), or (3), or section 4940(A)(2)7 ~ Yet EXI (6) Provide fir any purpose other than religious, charitable, scientific . literary, or educational purposes, or for `°',i} `'"~_

No ' the prevention of cruelty to children or anunals? ~ Yes FX1 D If any answer is Yes'to 5a(1 HS), USA airy of tie transactions fail to quality under the exceptions described In Regulations loll '. , , secdon 53 4945 or in a current notice regarding disaster assistance (see Instructions)? NBA fp ~[ \~ OrpanvaGons relying on a current notice regarding disaster assistance check here 10- 0

c If tie answer Is Yes'to question Sa(4), does the organization claim exemption from the tax bemuse it maintained sSO

emenOiWro responsibility for the prsnh N/A ~ Yet = Nn IF 'Yes,' attach tM statement required 6Y Repulatrons section 53 49455(dJ

Ba Did the organization, dwmp the year, receive any funds, directly or Indirectly . to pay premiums on r ̀ v .~-a personal benefit cantracC9 Ej Yes D Na

Page 8

izisn of-zaox

GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 99o-PP(2oo1) C/O JOSEPH GILDENHORN

M InformaUon About Officers, Directors, Trustees, Foundation Managers, 0 and Contractors Employees,


GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 990-PF(W) C/O JOSEPH GILDENHORN 52-1646756

Summary of Program-Related Investments

pmt: °~° Minimum Investment Return (All domestic foundations must complete this pert Foreign foundations, see Instructions )

~,~o DIStribUtable Amount (see instructions) (Section 4942(j)(3) and (1)(5) private operating foundations and certain foreign organizations check here " and do not complete this part)

7 Minimum Invas6rient slum ham Part X, line 6 1 44 , 305 . 2e tax on Investment income for 2001 from Part VI, line 5 28 645 . D Income fax for 2001 (This does not include the fax from Part VI ) 2D c Add lines 2a and 2b 2c 645 .

9 DhM6ulable amount before adjustments Subtract Me 2c from line 1 9 4-3 , 66 0 . 4a Recoveries of amounts treated as qualifying distributions 4a 0 " h Income distributors from section 4947(a)(2) trusts 46

0e Add lines 4a and 4b ,tie 0 Ado Imes 3 and 4c 3 , 660 . Deduction from datnbutaDle amount (see instructions) ~ g 0 .

7 DIstrIUubEle amount as adjusted Subtract line 6 from line 5 Enter here and on Part %1I1, line 1 7 43,660 .

FFRW QualifYinp Distributions (sea Instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes ~:�° a Expenses, contributions, gift, etc -total from Part I, column (d), line 26 1a 79 , 960 .

0 Prop2mreWtsO InveStmanLS-Total from Part IX-B 10 0 2 Amounts gold to acquire assets used (or hold for use) duectty In paying out charitable . etc , purposes 2 9 Amounts set aside for specific charitable projects that satisfy the °~ e Suttatillity test (prior IRS approval required) 3a D Cash distribution lost (attach the required schedule) 96

0 Oualllrlnp distributions AAA lines 1a through 3b Enter here and on Part V, line 8, and Part %11I, tine 4 4 79 , 960 . 5 Organizations that qualdy under section 4940(e) for tie reduced rate at tax on not Investment

Income Enter t%otPart l,line 27b 6 645 . B Adjusted qualifying distributions Subtract line 5 from line 4 ~ 8 ~ 79t 315 .

Note The amount on tine 6 will be used In Part V, column (b), in subsequent years when cetUlehnp whether the foundation quallfies for His section 4940(e) reduction o/ tax In those years

r~ B90-PF Qoo»

123561 m-24uz 7


1 Falr market slue oTauetS not used (or field fir use) dlreciry In carrying out chaifpDle, etc , purposes e Average monthly fair market value olsearroes ~to 872 , 472 .

D Average otmonthly cash balances 1D 27 , 126 .

C Fair mantel value of all other assets 1C 0 Total (addlines ia,b,andc) 1 0 899 598 . e Reduction dalmed for blockage or other boars reported an lines 1a and

1c(altachdetailed explanabon) 1e 0 . ~x 2 Acquisition Indebtedness applicable to line 1 assets 2 0 . 9 Subtract line 2from line ld 9 899 598 . 4 Cash deemed hold for charitable acUvfdes Enter 11/2% of line 3 (for greater amount, see Instructions) ~ 1 ~ 13,494 . 8 Nat value al nnnoherttaUle-use assets Subtract line 4 from line 3 Enter here and on Part V . line 4 5 886,104 .

GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 99o-PF(2007) C/O JOSEPH GILDENHORN 52-1646756 Page e

Undistributed Income (seelnswalons)

(e) (b) (e) (d) corpus YearsDdOrt02000 2000 2001

1 Distributable amount fir 2001 ham Pad XI, line 7 "'

2 umeaewe mean.. uwr. e m n.~or xooo a Enter amount for 2000 only VS.,

hrombrprb.ym.. 19-,19-,19 °°~5 8 s~ai.mwm~f+mW. a rn . ro soot e From 1996 r~A

~ bFrom i997 25 , 389 . -~ ., <,rise From 7998

dFrom 1999 32 , 779 . eFrom2000 40 , 062 . 11' t Total at lines 3a through 0

d Q12~n~~Odi$tf~~uY

Y

UO$fOf2(01 tram NS~m', .

Part 7(Il,line a " S 79 960 .<H :. a Applied to 2000, but not more than line 2a bApplle0 to undistributed Income of prior `°~' years (Election required -see InsWctions) E

c Treated as distributions out of corpus (Election required - see Instructions)

d Applied to 2001 AaMDuta6le amount e Remaining amount distributed out of corpus

6 smm aWeuuae ~r. WOwa m tom Q! n ~nt ypsa in mlu~ (o, iM w'r ~nt

B Enter Via net total of each column u Indicated below*

Capuw ME Ilns 31, ,Ic, W ~9uCtreet HM 5

b Prior years' undistributed income Subtract Q line 4b from line 2b

o Enter the amount at prior years' undistributed Income fir which a notice of deficiency has been Issued. or on which the section 4942(a) We has been previously assessed ~w` '

d Subtract line 6c from line 6b Taxable amount-see Instructions

e Undistributed Income fir 2000 Subtract line 4a from line 7a Taxable amount-see Instr

1 Undistributed income for 2001 Subtract lines 4d and 5 from line 1 m5 amount must ~=,^ olq 6e distributed m 2002

7 Amounts treated as distributions out of corpus to satisfy requirements Imposed by section 170(D)(1 )(E) Or 4942(p)(3)

B F~xess distributions carryover from 1996 not applied on line 5 or line 7

B Fseeu dhtrlhuUoni carryover b 2002 Subtract lines 7 and 8 from line 6a

10 Analysis of line 9 eExcess from i997 25 389 .x..-�,

66

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.,

0 .

°x n 3~

~ v~K~o. , ° :SE'" a,

o

w r . . . . . . ._ . .

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9 8 , 2 30 . ,. 4~f~^ ̀ .SSayR~nHa

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c ~°Ax°a V R~ `

g;' ; "a n o .,on H[ f

zA~E~~ NY''. ~` S.n .~.ì DExcess from 1998

e Focess from 1999 32 7 °~~~~sa~ o a ;~~;~~ =-w« OFxceu1rom20oo 40 0612

F~ 990-aF aoo+)

,2W, B


~H.

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1235e1m-24a2 9 Fam990.PF pool) 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

ENHORN / SPEISMAN FAMILY FOUNDATION JOSEPH GILDENHORN 52-

t a If the foundation has received a ruling or determination letter that It b a prtvate operating foundation . and the ruling Is eflecBvs fir 2001, enter the date of the ruling lo.

D Check box to Indicate whether the orpantrahon is a rMaOS o radn foundation described In section 0 41942(l)( 3) or ~ 4942(j)(51 2 e Enter the lesser of the adjusted not Tax ye ar Prior 3 yea rs

Income from Pad I or the minimum (a)2001 (D) 2000 (c)1999 (E11998 (o) Total

investment return from Part X for each year listed

b 95% of line 2a c Qualifying AIsMDUhons from Part XII,

line 410f each year listed d Amounts Included In line 2c not used directly fir acute conduct of exempt activities

a OualAylnp distributions made directly for active conduct of exempt activities Subtract line 2d train line 2c

9 Complete 3a, D, or c for the alternative test relied upon

e 'Assets' alternative test - enter (1) Value of all assets (2) Value of assets qualifying

under section 4942(j)(3)(B)(i) h EndowmenYalternative test -

Enter Yd of minimum mvesOnent realm shown in Pan x, line 6 tar each year listed

e 'SupDOrC alOemaCro 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)(0)(111)

(3) Largest amount of support from an exempt orpanvaCon

I R9t[7i.YY. ) Supplementary Information (Complete this part only if the orpanizaUon had $6,000 or more in assets at any time during the year-see gape 26 of the instructions)

1 Information Regairding Foundation Managers: e Lot any managers of me foundation who lava contributed more than 2% of the total contrlbuhons starved by the foundation betas the dose of any tax

year (but only n they have contributed mope than $5,000) (See section 507(d)(2) ~

NONE 0 List any managers of the foundation who own 10% or more of the stock are corporation (or en equally large portion of the ownership of a partnership or

other entity) otxTich me foundation has a 10% or greater Interest

2 Infrnnahon Regarding Contribution, Grant GK Loan, SeAWership, ate., Programs Check here " M H the orqantraGon only makes contributions to praselecOsd charitable organizations and does not accept unsolicited requests forfunds If the organization makes pigs, grants, etc (see Instructions) to individuals or organizations under other conditions, complete ibms 2a, b, c, and d

e Tie name, address, and telephone number of the person to whom applications should be addressed N/A

h The forth in which applications should be submitted and information and materials Nay should include (A C Any submission deadlines

d My rasdic6ons or limitations an awards, such as by geographical areas, charitable fields, kinds of Ins6N6ons, or other factors N/A

GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 99o-PF(2007) C/O JOSEPH GILDENHORN Rsr! M, Supplemertwy Information (continued) y Grants and ConW buhone Paid During the Year or Approved for Future Payment

Recipient It recipient k an InOMdual, show anyrelaConshlpro Foundation

Name and address (home or business) any foundation manager status of orsubstantial conMDutor recipient

9a

ION 300,000 . A

,23e01m-2w2

16591105 792894 52-1646756

w~9B0-PF Mm) 10

2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

e Paid during the year

HEBREW HOME OF GREATER WASHINGTON

JEWISH COMMUNITY CENTER GREATER WASHINGTON

JFGH SCHOLARSHIP FUND

JEWISH FEDERATION OF GREATER WASHINGTON

Total 6 Approved for flaturepsyment

JEWISH COMMUNITY CENTER GREATER WASHINGTON

/A

/A

/A

/A

purposed a 2ntar contribuUOn

ON

Amount

2,000 .

62,500 .

8,800 .

5,000 .

M-2 4-W 1 L wm BBD-PF Rm+) 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 99o-PF(2007) C/O JOSEPH GILDENHORN 52-1646756 Pete 11

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise Indicated Unrelated business income Em!wm .eabosisai w514 (a) IU lol ° Ids Related or exempt

1 Program service revenue BuAeBusiness Amount o~me Amount function Dome

e b e a e t p Fees and contracts from government agendas

Y Membership dues and assessments 9 Interest on savings and temporary rash

Investments 8 , 244 . 4 Dividends andInterest from securities 58,929 .

~`""~m ~ "`s'~E~°M %`°°,` -~ X0`3 5 Not rental Income or (loss) from Foal estate a Debt-financed property b Not debt-financed property

B Net rental income or (Inns) from personal property

7 Other investment Income B Gain or (lass) from sales o1 assets other

than inventory <12 , 296 .> 9 Net Income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue

e 0 c d

I f I I I 12 Subtotal and columns (b), (d), one (e) 0 . . ~ 0 . 1 54,877 . isTotal aaaline i2,columns (e),(d).ana(e) " 1s 54,877 . (See worlaheel In line 13 Instructions to verM calculations I

Phi ~ Relationship of Activities to the Accomplishment of Exempt Purposes

Line No Explain below how each activity for which Income is reported In column (9) of Part XVI-A contributed Importantly to the accomplishment of the arpanvabon's exempt purposes (other than by providing funds for such purposes)

I NTEREST ON SAVINGS & TEMPORARY CASH INVESTMENTS

GILDENHORN / SPEISMAN FAMILY FOUNDATION 99o-PF

To and Information

X X

X X X X X X X

(1) Sales of assets to a noncharlGble exempt organization lb (l ) (2) Purchases of assets from a noncharip6le exempt organization 1 b (2 ) (3) Rental of facilities, equipment or other assets lb (3 ) (4) Reimbursement artanpemenis 1h d (5) Leans or loan guarantees 108 (8) Performance of seMCes or membership orfundralsing solicitations 1111( e) Sharing of facilities, equipment madmp lists, other assets, or geld employees 1c If the answer to any of the above s Yes; complete the following schedule Column (h) should always show the fair market value of the goods, other assets, or services peen by the reporting organization II tie arpanvatlon received less than fair market value In any transaction or sharing arrangement, show in

2e Is the organization 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 0 Yes M No

schedule Name of 01 of

e 0 PrefWrers' signature

,tm'�u,el,w� S dr TL naa~aowem. ,1300 19TH STREET, NW,

WASHINGTON . DC 20036

,zaex, m-zaax

Did the organization directly or Indirectly engage In any of the following with any other orpantraUOn described In section 501(c) 01 the Code (other than section 501(c)(3) orpantraGons) or in section 527, relating to political organuations?

e Transfers from the reporting aryanturUan to a nonGwAGble exempt organization ot (1) Cash (2) Olnerasse6

If Other Transactions

use. pmrawa aaMrrjeedmmK i n~ ~+noa nMn&wn, ibwina aw^PwrYt^Y ~Wub end ~hOS'w~b~a m tn. eme of mr know~ap. ~e eeier, u d mn pact .na omW.m 9ap~ yi Pte�. ~ m,w .v. . or natxA .y) v m.a mall inroam~ oi .ptrn ataw~ne .ir kmw+.ao.

9

a°

GILDENHORN / SPEISMAN FAMILY FOUNDATION 52-1646756

FORM 990-PF GAIN OR (LOSS) FROM SALE OF ASSETS STATEMENT 1

(A) DESCRIPTION OF PROPERTY

38 SH MICROSOFT CORPORATION

2,911 .

MANNER DATE ACQUIRED ACQUIRED DATE SOLD

PURCHASED VARIOUS 06/10/02

(A) DESCRIPTION OF PROPERTY

1,351 SH CENDANT, INC .

13 STATEMENT S) 1, 2 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

(B) GROSS

SALES PRICE

2,597 .

(C) COST OR

OTHER BASIS

MANNER DATE ACQUIRED ACQUIRED DATE SOLD

PURCHASED VARIOUS 12/07/01

(D) (E) (F) EXPENSE OF

SALE DEPREC . GAIN OR LOSS

0 . 0 . <314 .>

(H) (C) (D) (E) (F) GROSS COST OR EXPENSE OF

SALES PRICE OTHER BASIS SALE DEPREC . GAIN OR LOSS

22,453 . 34,435 . 0 . 0 . <11,982 .>

CAPITAL GAINS DIVIDENDS FROM PART IV 0 .

TOTAL TO FORM 990-PF, PART I, LINE 6A <12,296 .>

FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 2

SOURCE AMOUNT

CHEVY CHASE TRUST 8,244 .

TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 8,244 .


FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 3

CAPITAL GAINS COLUMN (A) GROSS AMOUNT DIVIDENDS AMOUNT

58,929 . 0 . 58,929 .

58,929 . 0 . 58,929 .

SOURCE

CHEVY CHASE TRUST

TOTAL TO FM 990-PF, PART I, LN 4

FORM 990-PF ACCOUNTING FEES STATEMENT 4

EXPENSES NET INVEST- ADJUSTED DESCRIPTION PER BOORS MENT INCOME NET INCOME

ACCOUNTING 4,150 . 2,490 .

TO FORM 990-PF, PG 1, IN 16H 4,150 . 2,490 .

(D) CHARITABLE PURPOSES

0 .

0 .

(C) ADJUSTED

NET INCOME

MANAGEMENT FEES

TO FORM 990-PF, PG 1, IN 16C

140 . 140 .

140 . 140 .

FORM 990-PF TAXES STATEMENT 6

(C) (D) ADJUSTED CHARITABLE NET INCOME PURPOSES

0 .

0 .

419 . 0 .

419 . 0 .

14 STATEMENT S) 3, 4, 5, 6 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461 16591105 792894 52-1646756

FORM 990-PF

DESCRIPTION

OTHER PROFESSIONAL FEES

EXPENSES NET INVEST-PER BOORS MENT INCOME

(D) CHARITABLE PURPOSES

1,660 .

1,660 .

5

DESCRIPTION

ESTIMATED TAX ON NET INVESTMENT INCOME

TO FORM 990-PF, PG 1, IN 18

EXPENSES NET INVEST-PER BOORS MENT INCOME


FORM 990-PF OTHER EXPENSES STATEMENT 7

(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOORS MENT INCOME NET INCOME PURPOSES

TO FORM 990-PF, PG 1, LN 23 1,200 . 0 . 0 .

FORM 990-PF CORPORATE STOCK STATEMENT 9

FAIR MARKET BOOK VALUE VALUE DESCRIPTION

MICROSOFT CORP 22,980 . 16,410 . MILLS CORP 76,754 . 124,000 . CAPITAL AUTOMOTIVE REIT 20,425 . 47,720 . CENDANT CORPORATION 0 . 0 . STANDARD 6 POORS DEP 80,590 . 55,418 .

TOTAL TO FORM 990-PF, PART II, LINE lOB 200,749 . 243,548 .

15 STATEMENT S) 7, 8, 9 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

MISCELLANEOUS 1,200 . 0 . 0 .

FORM 990-PF U .S . AND STATE/CITY GOVERNMENT OBLIGATIONS STATEMENT 8

U .S . OTHER FAIR MARKET DESCRIPTION GOVT GOVT BOOR VALUE VALUE

FEDERAL HOME LOAN HANK X 75,000 . 77,672 .

TOTAL U .S . GOVERNMENT OBLIGATIONS 75,000 . 77,672 .

TOTAL STATE AND MUNICIPAL GOVERNMENT OBLIGATIONS

TOTAL TO FORM 990-PF, PART II, LINE 10A 75,000 . 77,672 .

52-1646756 GILDENHORN / SPEISMAN FAMILY FOUNDATION

FORM 990-PF OTHER INVESTMENTS STATEMENT 11

FAIR MARKET VALUE

247,500 . 213,185 .

460,685 .

BOOK VALUE

237,750 . 275,000 .

512,750 .

DESCRIPTION

CHEVY CHASE SAVINGS BANK VANGUARD HIGH-YIELD CORD FUND

TOTAL TO FORM 990-PF, PART II, LINE 13

16 STATEMENT S) 10, 11 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

FORM 990-PF CORPORATE BONDS STATEMENT 10

FAIR MARKET DESCRIPTION BOOR VALUE VALUE

NATIONSBANK CORD MTN 49,727 . 51,738 . GOLDMAN SACHS GROUP 34,954 . 36,750 .

TOTAL TO FORM 990-PF, PART II, LINE lOC 84,681 . 88,488 .

Underpayment of-Estimated Tax by Corporations °""e"° "'5-°"2 990-PF

Employer IOenltfiCaCon number

52-1646756

d m. Tremy MW 9rMOs 111.

Name GILDENHORN / SPEISMAN FAMILY FOUNDATION

Note In most cam, the corporation does not need to file Form 2220 (See Part I below for exceptions ) The IRS YAP figure any penalty owed and bin the corporation if the corporation does not need to file Form 2220, it may s611 use h to figure the penalty Enter the amount from line 36 on the estimated lax penalty line of the

- Check the boxes Form 2220,

1 U The corporation Is using the annualized Income Installment method 2 ED Tie corporation Is using the adjusla0 seasonal installment method 9 0 The corporation Is a urge corporation' figuring its first required Installment based on the prior years fax Note The corporation also must 61e Form 2220 K it has a suspended research credit allowed for the anent year (see the Instructions for line 4) or it Is an

4 Total tax (see instructions)

645

B Enter the smaller of line 6 or line 7 It the corporation must skip line 7 enter the amount from line 6 B tmfaIImeM Aue Ealm Enter In columns (a) through (d) (a) Oil

Ire 15111 day of the 4N (Form NOW filers Use 5th month), 6111 . 9th, and 12th moons of the corporaCon's fax year Exception Enter October 1, 2001 . Instead of September 1s . 2001 " Eg 11/15/01 12/15/01 0

10 RepulreU ImAllmems tithe box online 1 and/or line a 2 above Is checked, enter the amounts from Schedule k line 40 It the box on line 3 (but not 1 or 2) Is checked, see Instructions far the amounts to enter If none of -' these boxes are checked, enter 25% of line 8 above in each column 10

11 Estimated tax gold or credited for each period (sea Instructions) Far column (a) only, enter the amount from line 11 on line 15 11 Complete lines 12 through 18 al one column before going to the need column

12 Enter amount, R any, from One 18 of the preceding column 12

13 Add lines 11 and 12 13 14 Add amounts on lines 16 and 17 01 the preceding

column to 75 Subtract One 14 from One 13 If zero or less, enter -0- 15 18 If the amount on line 15 B zero, subtract line 13 from

line 14 Otherwise, enter -0- 1 B 17 Underpayment If hoe 15 is less than or equal to line

10, subtract line 15 from line 10 Then go to line 12 of the ne# column Otherwise . go to line 18 17

18 Overpayment It line 10 is less than line 15, subtract line

96

~ w~` ~`d iOtram MeiS men otoline t2ofmenext column 18 519 . 357 . 196 . ~° x=~°~-r, Comoteta Part III on oaae 2 N floare the Penalty If there era rte entrIn all flag 17. no Penalty It noted

'02'-0, JWA For Paperwork Reduction Apt Notice, see separate Instructions 17 Form 2220 (2001) 16591105 792894 52-1646756 2001 .06030 GILDENHORN / SPEISMAN FAMIL 52-16461

Form

5e Personal holding company tax (Schedule PH (Form 1120), line 26) included online 4 D Look-back Interest included on line 4 under section 460(b)(2) for completed long-larm

contracts or of section 167(q) Mr properly depreciated under the income forecast method

e Credit for Federal fax gold on fuels (see Instructions) Sc I d Total Add lines Sa through Sc 8 Sublet! line 5d from fine 4 h the result is less than E500, do not complete or file this form Tie corporation does

not owe the penalty 7 Enter the laic shown on the corporation's 2000 Income fax return Caution Sae mstructlons before cnmplehnq

this line

FORM 590-PF GILDENHORN / SPEISMAN FAMILY FOUNDATION Form 2220(2007) C/O JOSEPH GILDENHORN 52-1646756 page 2

Ls ~ i Figuring the Penalty

a D e d 19 Enter the data of payment or the 15M day of the 3rd

month after the close of tie fax year, whichever k earlier (see Instructions) (Farm 9B0-PF and Form B90-T Illen* Use Sin month instead of 3b month ) 19

20 Number of days from due date of Installment on line 9 to the dale shown on line 19 20

21 Numbraf dare m Ilns t0 elmrUtY2001 vid Wbn 7A/1001 21

22 WMepqnsitonline 17 : NUmpsofdmllne27 xB% 22 IS S Is $ 385

23 NurberolCy@onIIn*2DalErB/J02001anOOSbm1l1/1002 23

Z+ Uridspeyrtri[ml1ns17a NUmbrolCenllns2~ x7% 24 395

25 Nuffb.aemonnnem .ie.ianirzool~neromenrzooz 25

ZB UnCerpsy+nent online l7R NUmbsWdmonl1ne25 a6% ZB 365

27 NumErolEysonIlns20e70r3/J1/1002WMbn7/1/Eq2 27

ZB llndapqnsit an It" 17 x NumEV a! days on line 27 x "% 26 365

ZA Numbs o1 d .ym, on Ilm t(1 elper YJNl002 siE betas 10112!q7 20

30 U1M0lpMyRll1( M IIII" 17 A NYlIIOR of dM on line'A A'% SO

385

$1 Nurrosoldays mline fOafter B/J02002vMbefore ln/1003 31

32 Undspqnvilonlliwl7xNumbsoldwlliro3l x "% 385

33 NurribvofEejsonllne30Ebr17/J7/1007vWb~Nn7/I8/l0Q7 33

94 UnESpeymmt on Iln*17 a NumOS of Em on line 33 R'% 385

95 Add ones 22, 24, 26, 28, 30, 32, and 34 95

98 Penalty Add columns (a) through (d), of line 35 Enter the total here and on Farm 1120, line 33, Form 112o-A, line 29. or the comparable line fir other Income tax returns ~ 96 S 0 .

" For underpayments paid after March 97, 2002 For lines 28, 30, 32, and 34, use the penalty Interest rate for each calendar quarter, which the IRS will determine during the first month In the preceding quarter These rtes an published quarterly in an IRS News Release and m a revenue ruling in the Internal Revenue Bulletin To obtain this Information an the Internet, access the IRS Web Si te at rwr Ira pov You can also ca111-800-82}7040 to pet Interest rate info rm ation JWA Form 2= 2001


faffn 990-pf return of private...

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