GEOFFREY GUND FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: GEOFFREY GUND FOUNDATION (EIN 52-1509128)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-09
IRS object ID: 202401309349103360
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Applied To Prior Year Election
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-09T16:01:17-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4300 E CAMELBACK ROAD STE 475	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85018	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521509128	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GUND GEOFFREY FDN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GUND	BusinessNameControlTxt
Phone	2168134570	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4900 TIEDEMAN ROAD OH-01-49-0381	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44144	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GEOFFERY GUND	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2168134570	PhoneNum
Signature	2024-05-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY E KUHLIN	PreparerPersonNm
PTIN	P00353001	PTIN
Phone	4123556000	PhoneNum
Preparation	2024-05-09	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$100,196,294	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$7,600,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$18	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$114,678	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$114,678	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$124	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$18,441	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$7,714,572	TotalRevAndExpnssAmt
Total Net Invst Incm	$114,696	TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$595,221	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$595,221	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$552,537	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$667	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$667	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,148,425	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$595,221	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$667	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,325,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,325,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$8,473,425	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$595,221	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,325,667	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$758,853	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$176,633	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$175,684	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$175,684	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$17,634,334	OtherInvestmentsBOYAmt
Other Investments EOY	$16,876,353	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$100,020,610	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$17,810,967	TotalAssetsBOYAmt
Total Assets EOY	$17,052,037	TotalAssetsEOYAmt
Total Assets EOYFMV	$100,196,294	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$17,810,967	CapitalStockBOYAmt
Capital Stock EOY	$17,052,037	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,810,967	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$17,052,037	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,810,967	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$17,052,037	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,810,967	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$758,853	ExcessRevenueOverExpensesAmt
Other Increases	$1	OtherIncreasesAmt
Subtotal	$17,052,115	SubtotalAmt
Other Decreases	$78	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$17,052,037	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
280. PROTHENA CORP PLC	2000-02-22	2022-11-11	$15,937	$6,959	$8,978	$8,978
75. PERRIGO CO PLC FGN COM	2013-12-19	2022-11-11	$2,504	$11,606	-$9,102	-$9,102

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$124	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$0	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	KEYBANK NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2168134618	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4900 TIEDEMAN RD OH-01-49-0150	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44144	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
GEOFFREY GUND
50 S Main Street - Suite 1200	Akron	OH	44308	TRUSTEE	1	$0
DONALD KOZUSKO
1666 K STREET NW 400	WASHINGTON	DC	200061219	CO-TRUSTEE	1	$0
JAMES T O'HARA ESQ
51 LOUISIANA AVENUE NW	WASHINGTON	DC	20001	CO-TRUSTEE	1	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	GOLDMAN SACHS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 HIGH ST 20TH FL	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MGMT	ServiceTypeTxt
Compensation	$586,343	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$92,736,807	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$724,170	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$93,460,977	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$93,460,977	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,401,915	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$92,059,062	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,602,953	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,602,953	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$4,602,953	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,602,953	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,602,953	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,325,667	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$7,325,667	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,602,953	DistributableAsAdjustedAmt
Undistributed Income PY	$5,048,754	UndistributedIncomePYAmt
Prior Year1	2020	PriorYear1Yr
Total For Prior Years	$1,841,790	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,325,667	QualifyingDistributionsAmt
Applied To Year1	$5,048,754	AppliedToYear1Amt
Applied To Prior Years	$1,841,790	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$435,123	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$4,167,830	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GEOFFREY GUND	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	GEOFFREY GUND	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 EAST 94TH STREET APT 28-E	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10128	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2168134570	RecipientPhoneNum
Form And Info And Materials	THERE IS NO FORMAL GRANT APPLICATION PROCEDURE, OR APPLICATION DEADLINES.	FormAndInfoAndMaterialsTxt
Submission Deadlines	THE TRUSTEE SHALL FROM TIME TO TIME DISTRIBUTE AND APPLY THE NET INCOME AND PRINCIPAL OF THE TRUST A	SubmissionDeadlinesTxt
Restrictions On Awards	REASONABLY CONSIDERS APPROPRIATE OR DESIRABLE TO CARRY OUT EXCLUSIVELY CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY OR RELIGIOUS PURPOSES WITHING THE US AND IT'S POSSESSIONS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GROTON SCHOOL
282 FARMERS ROW	GROTON	MA	014501848	NONE	PC	GENERAL OPERATING	$10,000
MARTHAS VINEYARD MUSEUM INC
151 LAGOON POND RD	VINEYARD HVN	MA	025685515	NONE	PC	GENERAL OPERATING	$150,000
SHERIFFS MEADOW FOUNDATION
PO BOX 1088	VINEYARD HVN	MA	025680902	NONE	PC	GENERAL OPERATING	$200,000
ASCENSION MUSIC CHORUS & ORCHESTRA
12 W 11TH ST	New York	NY	10011	NONE	PC	GENERAL OPERATING	$5,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WEST	NEW YORK	NY	10024	NONE	PC	GENERAL OPERATING	$2,100,000
HARPSWELL FOUNDATION
PO BOX 163	CONCORD	MA	01742	NONE	PC	GENERAL OPERATING	$10,000
YALE UNIVERSITY
PO BOX 208234	NEW HAVEN	CT	06520	NONE	PC	GENERAL OPERATING	$105,000
WAVE HILL INCORPORATED
4900 INDEPENDENCE AVE	THE BRONX	NY	10471	NONE	PC	GENERAL OPERATING	$5,000
CLEVELAND ORCHESTRA
11001 EUCLID AVE	CLEVELAND	OH	44106	NONE	PC	GENERAL OPERATING	$1,750,000
SAY YES CLEVELAND SCHOLARSHIP INC
325 SUPERIOR AVE RM 38	CLEVELAND	OH	44114	NONE	PC	GENERAL OPERATING	$250,000
SALISBURY SCHOOL INC
251 CANAAN RD	SALISBURY	CT	06068	NONE	PC	GENERAL OPERATING	$17,000
PUTNEY SCHOOL
418 HOUGHTON BROOK RD	PUTNEY	VT	05346	NONE	PC	GENERAL OPERATING	$1,002,500
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER	NEW YORK	NY	100236922	NONE	PC	GENERAL OPERATING	$70,000
STUDIO IN A SCHOOL ASSOCIATION
75 WEST END AVENUE	NEW YORK	NY	100237853	NONE	PC	GENERAL OPERATING	$50,000
VOICES OF ASCENSION
12 W 11TH ST	NEW YORK	NY	10011	NONE	PC	GENERAL OPERATING	$500
BANK STREET COLLEGE OF EDUCATION
610 W 112TH ST	NEW YORK	NY	100251898	NONE	PC	GENERAL OPERATING	$210,000
WAVE HILL INCORPORATED
675 W 252ND ST	BRONX	NY	104712840	NONE	PC	GENERAL OPERATING	$25,000
WEST TISBURY LIBRARY FOUNDATION INC
PO BOX 1238	WEST TISBURY	MA	02575	NONE	PC	GENERAL OPERATING	$5,000
UNTERMYER GARDENS CONSERVANCY
945 N BROADWAY	YONKERS	NY	107011300	NONE	PC	GENERAL OPERATING	$5,000
MUSICAL ARTS ASSOCIATION
11001 EUCLID AVENUE	CLEVELAND	OH	441061713	NONE	PC	GENERAL OPERATING	$1,040,000
HEALED MARTHA VINEYARD
209 FRANKLIN STREET	Vineyard Haven	MA	02568	NONE	PC	GENERAL OPERATING	$5,000
CHILD MIND INSTITUTE INC
101 E 56TH ST	NEW YORK	NY	100222661	NONE	PC	GENERAL OPERATING	$110,000
CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RD RK185	INDEPENDENCE	OH	441315032	NONE	PC	GENERAL OPERATING	$200,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,325,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$18	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$114,678	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$124	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$114,572	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$114,572	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	GEOFFREY GUND	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 EAST 94TH STREET	AddressLine1Txt
Address Line2	APARTMENT 28-E	AddressLine2Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10128	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$7,600,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	Pursuant to IRC section 4942(h)(2) and Reg Sec 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax years under distributed income as being made out of undistributed income from the tax year ending 6/30/2021 in the amount of $1,841,790.	ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
GS ALPHA+ II PORT CLASS 487-5	AT COST	$7,094,504	$44,929,551
GS ALPHA+ PORT CLASS 488-3 DYN	AT COST	$7,485,794	$50,803,879
G72800108 PROTHENA CORP PLC	AT COST	$5,144	$14,134
478160104 JOHNSON & JOHNSON	AT COST	$1,305,718	$3,310,400
G97822103 PERRIGO CO PLC	AT COST	$224,690	$49,295
384637104 GRAHAM HOLDINGS CO	AT COST	$332,910	$485,758
314074594 FEDERATED GOVT OBLIG	AT COST	$427,593	$427,593

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PY RETURN OF CAPITAL ADJ	Desc
Amt	$78	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE	$200	$0	$200
OTHER MISC FEE	$467	$0	$467

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$1	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
KEYBANK INVESTMENT MANAGEMENT	$8,878	$8,878
GOLDMAN SACHS FEES	$586,343	$586,343

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	GEOFFREY GUND	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 EAST 94TH STREET	AddressLine1Txt
Address Line2	APARTMENT 28-E	AddressLine2Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10128	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX PAYMENT - PRIOR YE	CategoryTxt
Amt	$552,537	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt