GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349103359
- Schema version
- 2024v5.1
- 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 | 2025-05-13T13:59:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $146,805,589 | 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 | $224,706 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $249,761 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $249,761 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,066,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,066,298 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,506,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,948,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,506,469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $740 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $740 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,047,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,823,268 | 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 | $353,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $211,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,036 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,116,014 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,116,014 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,525,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,329,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,477,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,676,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $619,542 | CashBOYAmt |
| Cash EOY | $801,693 | CashEOYAmt |
| Cash EOYFMV | $801,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $308,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,114,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,114,770 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,286,811 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,814,294 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,889,126 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $19,214,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,730,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,805,589 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,214,987 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,730,757 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,214,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,730,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,214,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,730,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,214,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,477,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,993,543 | OtherIncreasesAmt |
| Subtotal | $12,730,757 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,730,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEY PRIVATE BANK #73048 GILEAD SCIENCES INC | P | 1998-06-15 | 2024-07-25 | $2,508,861 | $14,118 | $2,494,743 | $2,494,743 |
| GOLDMAN SACHS 69844-0 | P | 2024-01-01 | 2024-12-31 | $3,553,730 | $3,029,029 | $524,701 | $524,701 |
| GOLDMAN SACHS 69844-0 | P | 2023-01-01 | 2024-12-31 | $504 | $504 | $504 | |
| GOLDMAN SACHS 69844-0 | P | 2023-01-01 | 2024-12-31 | $961,898 | $751,307 | $210,591 | $210,591 |
| GOLDMAN SACHS 69844-0 ATMUS FILTRATION TECHNOLOGIES CMN | P | 2023-01-01 | 2024-03-19 | $1 | $1 | $1 | |
| GOLDMAN SACHS 69846-5 | P | 2024-01-01 | 2024-12-31 | $2,885,615 | $2,812,388 | $73,227 | $73,227 |
| GOLDMAN SACHS 69846-5 | P | 2023-01-01 | 2024-12-31 | $1,883,587 | $1,813,031 | $70,556 | $70,556 |
| GOLDMAN SACHS17529-4 | P | 2024-01-01 | 2024-12-31 | $888,652 | $785,311 | $103,341 | $103,341 |
| GOLDMAN SACHS17529-4 NATIONAL GRID PLC SPONSORED ADR CMN | P | 2024-01-01 | 2024-07-03 | $484 | $484 | $484 | |
| GOLDMAN SACHS17529-4 | P | 2023-01-01 | 2024-12-31 | $188,579 | $161,927 | $26,652 | $26,652 |
| GOLDMAN SACHS17529-4 AIR LIQUIDE SA ADR CMN | P | 2023-01-01 | 2024-07-08 | $14 | $14 | $14 | |
| GOLDMAN SACHS 69844-0 GE VERNOVA LLC CMN | P | 2023-01-01 | 2024-04-05 | $62 | $62 | $62 | |
| GOLDMAN SACHS 69846-5 | P | 2023-10-27 | 2024-04-01 | $76,262 | $74,669 | $1,593 | $1,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,506,469 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $221,832 | 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 | $221,832 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156,828 | OverpaymentAmt |
| Applied To ES Tax | $156,828 | 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 | 5.00 | $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 | $161,833,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,253,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,086,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,086,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,461,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $161,625,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,081,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,081,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,004 | TotalTaxAmt |
| Distributable Before Adj | $8,016,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,016,260 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,016,260 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,329,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,329,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,016,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,394,884 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,960,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,745,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,101,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,329,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,016,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,312,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,413,935 | 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 | $42,413,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,394,884 | ExcessFromYear3Amt |
| Excess From Year2 | $16,960,308 | ExcessFromYear2Amt |
| Excess From Year1 | $16,745,999 | ExcessFromYear1Amt |
| Excess From Current Year | $7,312,744 | 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 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. | $391,000 | ||||
| AMERICAN INDEPENDENT FOUNDATION | |||||||||||
| 800 MAINE AVE SW SUITE 500 | WASHINGTON | DC | 20024 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500,000 | ||||
| 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 | ||||
| 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. | $900 | ||||
| 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 | ||||
| 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 | ||||
| CURTIS INSTITUTE OF MUSIC | |||||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| EARLY FAMILY FPOUNDATION | |||||||||||
| P O BOX 44 | MERION | PA | 19066 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $60,000 | ||||
| EITELJORG MUSEUM | |||||||||||
| 500 WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| 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 | ||||
| ENVISION DALLAS | |||||||||||
| PO BOX 670218 | DALLAS | TX | 75267 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| EUROPEAN CLIMATE FOUNDATION | |||||||||||
| NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,666,666 | FORA - 180 BOROUGH HIGH STREET | LONDON | UK | SE11LB | ||||
| FAITH UNITED REFORMED CHURCH | |||||||||||
| 8270 120TH ST | WEST OLIVE | MI | 49460 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| FAMILY AID | |||||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| 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. | $25,000 | ||||
| FLORENCE RIVERFRONT SCHOOL PTO | |||||||||||
| 500 E FRONT ST | FLORENCE | NJ | 08518 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,500 | ||||
| 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. | $5,000 | ||||
| FREEHOLD BOROUGH EDUCATION FOUNDATION | |||||||||||
| 384 W MAIN ST | FREEHOLD | NJ | 07728 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,150 | ||||
| FRIENDS OF HARVARD HOCKEY | |||||||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| FRIENDS OF HARVARD RADCLIFFE ROWING | |||||||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| FULL FRAME INITIATIVE | |||||||||||
| 308 MAIN STREET | GREENFEILD | MA | 01301 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $53,000 | ||||
| GODS LOVE WE DELIVER | |||||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | ||||
| 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. | $5,587,248 | ||||
| HARVARD COLLEGE-DENTAL | |||||||||||
| 1033 MASS AVE SECOND FLOOR | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | ||||
| 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 | ||||
| HOME FRONT | |||||||||||
| 1880 PRINCETON AVENUE3 | LAWRENCEVILLE | NJ | 08648 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 | ||||
| IFB SOLUTIONS | |||||||||||
| 7730 NORTH POINT BLVD | WINSTONSALEM | NC | 27106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 | ||||
| INSTITUTE FOR NURSING | |||||||||||
| 1479 PENNINGTON RD | TRENTON | NJ | 08618 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | ||||
| 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. | $2,700 | ||||
| MOTHER'S OUT FRONT | |||||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000,000 | ||||
| MULLENBERG COLLEGE | |||||||||||
| 2400 W CHEW ST | ALLENTOWN | PA | 18104 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,150 | ||||
| MUSEUM OF THE AMERICANE REVOLUTION | |||||||||||
| 101 S 3RD ST | PHILADELPHIA | PA | 19106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| 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 | ||||
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $750,000 | ||||
| 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. | $10,000 | ||||
| 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. | $5,000 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $350,000 | ||||
| PROJECT HOPE | |||||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | ||||
| RD MEETING INC | |||||||||||
| 225 ALAQUA DRIVE | SEWICKLEY | PA | 15143 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $150,000 | ||||
| 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 | ||||
| RYR-1 | |||||||||||
| 939 VALLEYVIEW RD | PITTSBURGH | PA | 15243 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $40,000 | ||||
| SHATTERPROOF | |||||||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $650,000 | ||||
| SHELBURN FARMS | |||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $60,000 | ||||
| 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. | $800 | ||||
| UNITED STATES ASSOCIATION OF BLIND ATHLETES | |||||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $35,400 | ||||
| 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. | $300,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,116,014 | 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 | $249,761 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,066,298 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,506,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,823,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,823,268 | 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 | $3,380,400 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 30,000 SHARES OF GLAUKOS CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,380,400 | FairMarketValueAmt |
| Received | 2024-05-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GILEAD SCIENCES, INC. | $17,128 | $3,698,033 |
| CORNING INC | $2,540,683 | $32,445,801 |
| ALIGN TECHNOLOGIES, INC. | $776,559 | $85,221,165 |
| PROQR THERAPEUTICS | $195,162 | $26,500 |
| GLAUKOS CORP | $778,981 | $15,593,760 |
| GS S&P INT ESG TE | $3,200,399 | $4,430,336 |
| GS CORPORATE FIXED INCOME | $1,473,571 | $1,546,380 |
| GS PASSIVE S&P INTL TE | $831,811 | $927,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $40 | $0 | $40 |
| INTERNATIONAL BANKING REGISTRATION | $1,750 | $0 | $1,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC INCOME (LITIGATION CLAIM) | $253 | $253 | $253 |
| GS #17529-4 OTHER INCOME | $487 | $487 | $487 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (9 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT | $63,807 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-NATURAL RESOURCES DEFENSE COU | $245,259 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-BRIGHAM & WOMEN'S HOSPITAL | $982,527 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-MOTHERS OUT FRONT | $982,527 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-NEUBAUER FAMILY FOUNDATION | $245,632 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-PLANNED PARENTHOOD | $245,632 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-ROOT CAPITAL | $292,419 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-SHATTERPROOF | $643,321 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-YALE UNIVERSITY | $292,419 |
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 | $106,442 | $106,442 | $0 |
| FLUXX LICENSES FEES | $11,200 | $0 | $11,200 |
| GOLDMAN SACHS - FEES | $36,265 | $36,265 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $4,036 | $4,036 | $0 |
| FEDERAL TAX PAID | $50,000 | $0 | $0 |