GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202411249349101036
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T10:58:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222987293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON AND LLURA GUND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 6099213633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 NASSAU STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON GUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6099213633 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GORDON | PersonFirstNm |
| Person Last | GUND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA TAIBI | PreparerPersonNm |
| PTIN | P00179526 | PTIN |
| Phone | 7322437000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $165,324,740 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $130,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,070,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,070,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,463,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,900,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,463,146 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,954 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,954 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,705,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,686,340 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $325,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $211,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $427,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $970 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $754,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $213,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,538,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,538,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,293,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,751,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,588,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,570,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,908 | CashBOYAmt |
| Cash EOY | $619,542 | CashEOYAmt |
| Cash EOYFMV | $619,542 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $309,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,634 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,096,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,286,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,396,564 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,436,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,214,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $165,324,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,436,584 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,214,987 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,436,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,214,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,436,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,214,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,436,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,588,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,366,943 | OtherIncreasesAmt |
| Subtotal | $19,214,987 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,214,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARTISAN GLOBAL DISCOV FUND | P | 2022-11-22 | 2023-10-11 | $15,518 | $11,789 | $3,729 | $3,729 |
| ARTISAN GLOBAL OPPORTUNITIES FUND | P | 2022-01-01 | 2023-12-31 | $15,077,039 | $12,516,950 | $2,560,089 | $2,560,089 |
| ARTISAN GLOBAL DISCOV FUND | P | 2022-01-01 | 2023-12-31 | $13,496,692 | $10,038,561 | $3,458,131 | $3,458,131 |
| KEY PRIVATE BANK #73048 | P | 2022-01-01 | 2023-12-31 | $403,464 | $297,794 | $105,670 | $105,670 |
| ALIGN TECHNOLOGY INC | P | 2002-11-20 | 2023-08-22 | $5,017,833 | $27,132 | $4,990,701 | $4,990,701 |
| CORNING INC | P | 2022-01-01 | 2023-04-28 | $4,863,085 | $1,442,667 | $3,420,418 | $3,420,418 |
| GOLDMAN SACHS 69844-0 | P | 2023-01-01 | 2023-12-31 | $6,546,546 | $6,660,770 | -$114,224 | -$114,224 |
| GOLDMAN SACHS 69846-5 | P | 2023-01-01 | 2023-12-31 | $3,828,783 | $3,765,020 | $63,763 | $63,763 |
| GOLDMAN SACHS 17529-4 | P | 2023-01-01 | 2023-12-31 | $1,651,175 | $1,676,485 | -$25,310 | -$25,310 |
| SANDOZ GROUP AG ADR CMN | P | 2022-01-01 | 2023-12-31 | $22 | $22 | $22 | |
| GOLDMAN SACHS 69844-0 | P | 2023-01-01 | 2023-12-31 | $157 | $157 | $157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,463,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216,434 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $216,434 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $216,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $390,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $390,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,734 | EsPenaltyAmt |
| Overpayment | $171,832 | OverpaymentAmt |
| Applied To ES Tax | $171,832 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE BIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817860504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MONUMENT SQUARE SUITE 220 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON Z GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRANT GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GORDON GUND | ||||||||
| 14 NASSAU STREET | PRINCETON | NJ | 08542 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $183,661,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,595,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,257,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,257,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,808,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,448,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,222,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,222,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216,434 | TotalTaxAmt |
| Distributable Before Adj | $9,005,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,005,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,005,991 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,751,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,751,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,005,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,394,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,960,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,355,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,751,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,005,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,745,999 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,101,191 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,101,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,394,884 | ExcessFromYear2Amt |
| Excess From Year1 | $16,960,308 | ExcessFromYear1Amt |
| Excess From Current Year | $16,745,999 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL INC | ||||||||||||
| 315 W 39TH ST SUITE 205 | NEW YORK | NY | 10018 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| ADVANCED MEDICAL RESEARCH FOUNDATION | ||||||||||||
| 1101 BEACON ST 201W | BROOKLINE | MA | 02446 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |||||
| AMERICAN FOUNDATION FOR THE BLIND | ||||||||||||
| 1401 SOUTH CLARK STREET SUITE 730 | ARLINGTON | VA | 22202 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $260,000 | |||||
| AMERICAN HEART ASSOCIATION | ||||||||||||
| 1575 CORPORATE WOODS PARKWAY SUITE | UNIONTOWN | OH | 44685 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $300 | 150 | ||||
| ATHLETES FOR HOPE | ||||||||||||
| 3 BETHESDA METRO-SUITE 450 | BETHESDA | MD | 20814 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 | |||||
| ATLANTIC SALMON FOUNDATION | ||||||||||||
| 377 5TH ST | BROOKLYN | NY | 11215 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |||||
| BIG SISTER ASSOCIATION OF GREATER BOSTON | ||||||||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $900 | |||||
| BRIGHAM AND WOMENS HOSPITAL | ||||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000,000 | |||||
| BUCKS COUNTY HOUSING GROUP | ||||||||||||
| 626 JACKKSONVILLE ROAD SUITE 140 | WARMINSTER | PA | 18974 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $800 | |||||
| CALDER PHILADELPHIA | ||||||||||||
| 1717 ARCH STREET SUITE 4050 | PHILADELPHIA | PA | 19103 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 | |||||
| CAMERON AND HAYDEN LORD FDN | ||||||||||||
| 110 RIVERSIDE DRIVE12C | NEW YORK | NY | 10024 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $20,000 | |||||
| CENTER FOR MIND BODY MEDICINE | ||||||||||||
| 5225 CONNECTICUT AVENUE NW 415 | WASHINGTON | DC | 20015 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $400,000 | |||||
| CHALLENGE ASPEN | ||||||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| CHARLES MOORE FOUNDATION | ||||||||||||
| 2012 QUARRY ROAD | AUSTIN | TX | 78703 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |||||
| CLEVELAND MUSEUM OF ART | ||||||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44016 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $35,000 | |||||
| CORNING MUSEUM | ||||||||||||
| 1 MUSEUM WAY | CORNING | NY | 14830 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| COUNCIL ON ECONOMIC EDUCATION | ||||||||||||
| 122 EAST 42ND STREET SUITE 1012 | NEW YORK | NY | 10168 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| EARLY FAMILY FPOUNDATION | ||||||||||||
| P O BOX 44 | MERION | PA | 19066 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $60,000 | |||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |||||
| EPIPHANY SCHOOL | ||||||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |||||
| EUROPEAN CLIMATE FOUNDATION | ||||||||||||
| NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,666,667 | FORA - 180 BOROUGH HIGH STREET | LONDON | UK | SE11LB | |||||
| EVERYTOWN FOR GUN SAFETY | ||||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| FAITH UNITED REFORMED CHURCH | ||||||||||||
| 8270 120TH ST | WEST OLIVE | MI | 49460 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |||||
| FDR MEMORIAL LEGACY COMMITTEENATIONAL COUNCIL OF INDEPENDENT LIVING | ||||||||||||
| 1629 K STREET 300 | WASHINGTON | DC | 20006 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $147,000 | |||||
| FLIGHT FOR SIGHT | ||||||||||||
| 138 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $30,000 | |||||
| FLORENCE RIVERFRONT SCHOOL PTO | ||||||||||||
| 500 E FRONT ST | FLORENCE | NJ | 08518 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,400 | |||||
| FOUNDATION FIGHTING BLINDNESS | ||||||||||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,670,810 | |||||
| FOUNDATION FOR ART AND PRESERVATION IN EMBASSYS | ||||||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |||||
| FREEHOLD BOROUGH EDUCATION FOUNDATION | ||||||||||||
| 6 HANCE BLVD | FREEHOLD | NJ | 07728 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,100 | |||||
| FRIENDS OF HARVARD HOCKEY | ||||||||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| FRIENDS OF HARVARD RADCLIFFE ROWING | ||||||||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| FRIENDS OF OSA | ||||||||||||
| 1300 I ST NW SUITE 400E 9996 | WASHINGTON | DC | 20005 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| GODS LOVE WE DELIVER | ||||||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | |||||
| GREATER CLEVELAND SPORTS HALL OF FAME | ||||||||||||
| 1120 CHESTER AVENUE SUITE 470 | CLEVELAND | OH | 44144 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| GROTON SCHOOL | ||||||||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |||||
| GROUND FOR SCULPTURE | ||||||||||||
| 80 SCULPTORS WAY | HAMITLON | NJ | 08619 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |||||
| GROWALD CLIMATE FUND | ||||||||||||
| 5225 CONNECTICUT AVE NW415 | WASHINGTON | DC | 20015 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,581,613 | |||||
| HELLEN KELLER INTERNATIONAL | ||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| IFB SOLUTIONS | ||||||||||||
| 7730 NORTH POINT BLVD | WINSTONSALEM | NC | 27106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| JACKSON LAB | ||||||||||||
| PO BOX 411423 | BOSTON | MA | 02241 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 | |||||
| KATHYS HOUSE | ||||||||||||
| 600 N 103RD STREET | MILWAUKEE | WI | 53226 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |||||
| MARNIA ORTH FOUNDATION | ||||||||||||
| 4907 ROCKWOOD PARKWAY NW | WASHINGTON | DC | 20016 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| MERCER STREET FRIENDS | ||||||||||||
| 151 MERCER STREET | TRENTON | NJ | 08611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,600 | |||||
| MOTHER'S OUT FRONT | ||||||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000,000 | |||||
| MULLENBERG COLLEGE | ||||||||||||
| 2400 W CHEW ST | ALLENTOWN | PA | 18104 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,100 | |||||
| MUSEUM OF THE AMERICANE REVOLUTION | ||||||||||||
| 101 S 3RD ST | PHILADELPHIA | PA | 19106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FUND | ||||||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| NEWTON COUNTRY DAY SCHOOL | ||||||||||||
| 785 CENTRE STREET | NEWTON | MA | 02458 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500,000 | |||||
| OHIO BASKETBALL HALL OF FAME | ||||||||||||
| 118 GRACELAND BLVD 189 | COLUMBUS | OH | 43214 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| ON THE RISE | ||||||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| OPTOMETRIC CENTER OF NEW YORK | ||||||||||||
| 33 W 42ND ST | NEW YORK | NY | 10036 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| PERKINS SCHOOL FO RTHE BLIND | ||||||||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $150,000 | |||||
| PROJECT HOPE | ||||||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |||||
| ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||||||||
| 1100 E 9TH ST | CLEVELAND | OH | 44114 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| ROOT CAPITAL INC | ||||||||||||
| 245 MAIN STREET 2ND FLOOR | CAMBRIDGE | MA | 02142 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500,000 | |||||
| ROOTED ALLIANCE | ||||||||||||
| 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| SHATTERPROOF | ||||||||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $750,000 | |||||
| SHELBURN MUSEUM | ||||||||||||
| 6000 SHELBURNE RD | SHELBURNE | VT | 05482 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | ||||||||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10011 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |||||
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| STUDIO IN A SCHOOL | ||||||||||||
| 75 WEST END AVE | NEW YORK | NY | 10023 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| THE ASPEN INSTITUTE | ||||||||||||
| 2300 N ST NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| THE FENN SCHOOL | ||||||||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| THE GREATER BOSTON FOOD BANK | ||||||||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $700 | |||||
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||||||||
| 3300 MELZEROLT ROAD | ADELPHI | MD | 20783 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| YALE SCHOOL OF MEDICINE | ||||||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,538,990 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,928 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,070,312 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,463,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,686,340 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,686,340 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | GORDON GUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 NASSAU STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,723,450 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES OF ALIGN TECHNOLOGY, INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,723,450 | FairMarketValueAmt |
| Received | 2023-09-01 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GILEAD SCIENCES, INC. | $32,487 | $6,151,494 |
| CORNING INC | $2,540,683 | $20,790,712 |
| ALIGN TECHNOLOGIES, INC. | $806,484 | $116,303,410 |
| PROQR THERAPEUTICS | $195,162 | $19,800 |
| GLAUKOS CORP | $554,275 | $5,882,260 |
| GS S&P INT ESG TE | $6,456,080 | $7,071,338 |
| GS CORPORATE FIXED INCOME | $6,082,551 | $6,413,145 |
| GS PASSIVE S&P INTL TE | $1,619,089 | $1,764,405 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $50 | $0 | $50 |
| NGOSOURCE REGISTRATION FEE | $1,750 | $0 | $1,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME (LITIGATION CLAIM) | Desc |
| Revenue And Expenses Per Books | $21,954 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,954 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,954 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG. - MOTHER'S OUT FRONT | $990,713 |
| BASIS ADJUSTMENT | $22,870 |
| ARTISAN FUND BASIS ADJUSTMENT | $1,353,360 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $200,000 | $0 | $200,000 |
| KEY BANK - 3048 | $113,028 | $113,028 | $0 |
| FLUXX LICENSES FEES | $11,200 | $0 | $11,200 |
| GOLDMAN SACHS - FEES | $1,544 | $1,544 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $970 | $970 | $0 |
| FEDERAL TAX PAID | $426,348 | $0 | $0 |