GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202231269349100323
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- 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 | 2022-05-06T09:45:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-02 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $368,143,898 | 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 | $2,512,447 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,362,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,362,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,127,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,265,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,127,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $189,393 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189,393 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,191,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,678,989 | 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 | $288,260 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $116,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $271 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,092 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $359,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,088,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,088,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,448,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,205,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,256,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,485,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $254,214 | CashBOYAmt |
| Cash EOY | $72,351 | CashEOYAmt |
| Cash EOYFMV | $72,351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $524,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $489,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $489,770 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,201,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,525,427 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $364,591,489 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,721,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,936,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,990,288 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,701,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,024,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,143,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,701,284 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,024,465 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,701,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,024,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,701,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,024,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,701,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,256,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,580,138 | OtherIncreasesAmt |
| Subtotal | $18,024,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,024,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ARTISAN GLOBAL DISCOVERY FUND | P | 2020-01-01 | 2021-12-31 | $340,751 | $340,751 | $340,751 | |
| ARTISAN GLOBAL OPPORTUNITIES FUND | P | 2020-01-02 | 2021-12-31 | $924,413 | $924,413 | $924,413 | |
| INV - BRISTOL MYERS SQUIBB | P | 2019-11-20 | 2021-01-19 | -$138,000 | -$138,000 | $138,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,127,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,450 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,450 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,507 | 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 | $55,507 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,057 | OverpaymentAmt |
| Applied To ES Tax | $7,057 | 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 | 6099213633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (2 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 |
| 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 | $341,466,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $839,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,306,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $342,306,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,134,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,171,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,858,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,858,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,450 | TotalTaxAmt |
| Distributable Before Adj | $16,810,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,810,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,810,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,205,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,205,020 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,810,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,713,765 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,591,221 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $9,304,986 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,205,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,810,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,394,884 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,699,870 | 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 | $2,713,765 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,986,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,591,221 | ExcessFromYear4Amt |
| Excess From Current Year | $1,394,884 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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. | $110,000 | ||||
| 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 | ||||
| BIG SISTER ASSOCIATION OF GREATER BOSTON | |||||||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $700 | ||||
| BUCKS COUNTY HOUSING GROUP | |||||||||||
| 626 JACKKSONVILLE ROAD SUITE 140 | WARMINSTER | PA | 18974 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $600 | ||||
| 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. | $100,000 | ||||
| CHALLENGE ASPEN | |||||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | ||||
| CLEVELAND CLINIC FOUNDATION | |||||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | ||||
| CLEVELAND MUSEUM OF ART | |||||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44016 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $35,000 | ||||
| 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 | ||||
| EITELJORG MUSEUM | |||||||||||
| 500 WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $12,500 | ||||
| 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 | ||||
| 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. | $160,000 | ||||
| FOUNDATION FIGHTING BLINDNESS | |||||||||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,654,313 | ||||
| FREEHOLD BOROUGH EDUCATION FOUNDATION | |||||||||||
| 6 HANCE BLVD | FREEHOLD | NJ | 07728 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| 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 | ||||
| FULFILL | |||||||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| FUTURE VISION FOUNDATION | |||||||||||
| 1611 S GREEN ROAD SUITE 230 | CLEVELAND | OH | 44121 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $40,000 | ||||
| GODS LOVE WE DELIVER | |||||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| GROTON SCHOOL | |||||||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| 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. | $500,000 | ||||
| ISLES INC | |||||||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| KATHYS HOUSE | |||||||||||
| 600 N 103RD STREET | MILWAUKEE | WI | 53226 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | ||||
| LIGHTHOUSE GUILD | |||||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10022 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | ||||
| MARNIA ORTH FOUNDATION | |||||||||||
| 4907 ROCKWOOD PARKWAY NW | WASHINGTON | DC | 20016 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | ||||
| MERCER STREET FRIENDS | |||||||||||
| 151 MERCER STREET | TRENTON | NJ | 08611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,200 | ||||
| MOTHER OUT FRONT | |||||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | ||||
| NATIONAL RIGHT TO WORK DEFENSE FUND | |||||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | ||||
| NATIONAL URBAN LEAGUE | |||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| NEWTON COUNTRY DAY SCHOOL | |||||||||||
| 785 CENTRE STREET | NEWTON | MA | 02458 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | ||||
| NF FORWARD | |||||||||||
| 1074 WOODWARD AVENUE | DETROIT | TX | 48226 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $20,000 | ||||
| ON THE RISE | |||||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| PRINCETON CHILDRENS FUND | |||||||||||
| 5 HASLET AVENUE | PRINCETON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $950 | ||||
| PROJECT HOPE | |||||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | ||||
| 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 | ||||
| ROOTED ALLIANCE | |||||||||||
| 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | ||||
| SACRED HEART SCHOOL | |||||||||||
| 250 HIGH ST MT | HOLLY | NJ | 08060 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,200 | ||||
| SKOWHEGAN SCHOOL | |||||||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10011 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | ||||
| STROM KING ART CENTER | |||||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| STRIVE | |||||||||||
| 270 CAROLINE STREET SUITE D120-416 | NEW YORK | NY | 10035 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | ||||
| 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 DWELLING PLACE OF NYC | |||||||||||
| 409 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,200 | ||||
| THE EARLEY FAMILY FOUNDATION | |||||||||||
| 38 HUNTING HILL RD | WOODBRIDGE | CT | 06525 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | ||||
| THE FENN SCHOOL | |||||||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | ||||
| THE GREATER BOSTON FOOD BANK | |||||||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | ||||
| UNITED NEGRO COLLEGE FUND | |||||||||||
| 8260 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 22031 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | ||||
| UNIVERSITY OF MARYLAND FOUNDATION | |||||||||||
| 3300 MELZEROLT ROAD | ADELPHI | MD | 20783 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | ||||
| USO | |||||||||||
| P O BOX 96860 | WASHINGTON | DC | 200777677 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | ||||
| WNET | |||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 100197435 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| YALE SCHOOL OF MEDICINE | |||||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $150,000 | ||||
| ZAREPATH CHRISTIAN CHURCH | |||||||||||
| 2 MINISTRY CENTER DRIVE | ZAREPHATH | NJ | 08890 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,700 | ||||
| CHARLES MOORE FOUNDATION | |||||||||||
| 2012 QUARRY ROAD | AUSTIN | TX | 78703 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | ||||
| 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 | ||||
| EDUCATION TO STOP GUN VIOLENCE | |||||||||||
| SOUTHERN BUILDING 805 15TH ST NW | WASHINGTON | DC | 20005 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| 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 | ||||
| THE MUSEUM OF THE CITY OF NY | |||||||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | ||||
| WHYY | |||||||||||
| P O BOX 900 | GREENCASTLE | PA | 172250900 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| GROUND FOR SCULPTURE | |||||||||||
| 80 SCULPTORS WAY | HAMITLON | NJ | 08619 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $65,000 | ||||
| RWJUH HAMILTON FOUNDATION | |||||||||||
| 1 HAMILTON HEALTH PLACE | HAMILTON | NJ | 08690 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| IFB SOLUTIONS | |||||||||||
| 7730 NORTH POINT BLVD | WINSTONSALEM | NC | 27106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | ||||
| PENTAGON MEMORIAL FUND | |||||||||||
| 901 NORTH GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| PALLATIVE & SUPPORTIVE CARE NANTUCKET | |||||||||||
| 57 S PROSPECT ST | NANTUCKET | MA | 02554 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | ||||
| ALZHEIMERS ASSOCIATION | |||||||||||
| 255 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $7,500 | ||||
| GREATER CLEV SPORTS HALL OF FAME | |||||||||||
| 1120 CHESTER AVENUE SUITE 470 | CLEVELAND | OH | 44144 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | ||||
| PRINCETON MOBILE FOOD PANTRY | |||||||||||
| 5 QUEENSTON PLACE | PRINCTON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $950 | ||||
| COMMISSION TO EVERY NATION | |||||||||||
| PO BOX 291307 | KERRVILLE | TX | 780291307 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | ||||
| ICAHN SCHOOL OF MEDICINE AT MT SINAI | |||||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 100295674 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | ||||
| NAHOBA BROOKS SCHOOL | |||||||||||
| 200 STRAWBERRY HILL ROAD | CONCORD | MA | 01742 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | ||||
| 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 | ||||
| ACHILLES INTERNATIONALINC | |||||||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | ||||
| GREATER WASHINGTON EDUCATION FOUNDATION | |||||||||||
| 1325 G STREET NW SUITE 480 | NEW YORK | NY | 10121 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $12,838 | ||||
| PRESIDO GRADUATE SCHOOL | |||||||||||
| 649 MISSION ST SUITE 500 | SAN FRANCISCO | CA | 94105 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $189,290 | ||||
| PRINCETON SENIOR RESOURCE CENTER | |||||||||||
| 45 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $415 | ||||
| CALDER PHILLY CP2023--NEBAUER | |||||||||||
| 1717 ARCH STREET SUITE 4050 | PHILADELPHIA | PA | 19103 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $536 | ||||
| CENTER FOR MIND-BODY MEDICINE | |||||||||||
| 5225 CONNECTICUT AVE NW415 | WASHINGTON | DC | 20015 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $215,000 | ||||
| ROOT CAPITAL INC | |||||||||||
| 245 MAIN STREET 2ND FLOOR | CAMBRIDGE | MA | 02142 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $300,000 | ||||
| BRIGHAM AND WOMENS HOSPITAL | |||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $16,640 | ||||
| GREATER WASGINGTON EDUCATION FDN | |||||||||||
| 1325 G STREET NW SUITE 480 | NEW YORK | NY | 10121 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $487,163 | ||||
| GROWALD FAMILY FUND | |||||||||||
| 1 HARVARD ST SUITE 202 | BROOKLINE | MA | 20245 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000,000 | ||||
| GROWALD CLIMATE FUND | |||||||||||
| 5225 CONNECTICUT AVE NW415 | WASHINGTON | DC | 20015 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000,000 | ||||
| PRINCETON SENIOR RESOURCE CENER | |||||||||||
| 45 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $249,585 | ||||
| CALDAR PHILADELPHIA CP 2023-NEBAUER | |||||||||||
| 1717 ARCH STREET SUITE 4050 | PHILADELPHIA | PA | 19103 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $249,463 | ||||
| BRIGHAM AND WOMENS HOSPITAL | |||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $983,360 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,088,770 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,362,432 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,127,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,678,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,678,989 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GORDON GUND | |||||||
| 1 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $2,247,250 | Yes (X) | |
| GORDON GUND | |||||||
| 2 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $4,436,000 | Yes (X) | |
| GORDON GUND | |||||||
| 3 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $2,303,088 | Yes (X) | |
| GORDON GUND | |||||||
| 4 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $3,088,600 | Yes (X) | |
| GORDON GUND | |||||||
| 5 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $1,316,590 | Yes (X) | |
| GORDON GUND | |||||||
| 6 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $3,082,800 | Yes (X) | |
| GORDON GUND | |||||||
| 7 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $1,522,451 | Yes (X) | |
| GORDON GUND | |||||||
| 8 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $1,500,000 | Yes (X) | |
| GORDON GUND | |||||||
| 9 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $200,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50,000 SHARES OF CORNING INC | $2,247,250 | 2021-04-12 |
| 2 | 50,000 SHARES OF GLAUKOS CORP. | $4,436,000 | 2021-04-21 |
| 3 | 24,000 SHARES OF GLAUKOS CORP | $2,303,088 | 2021-04-27 |
| 4 | 5,000 SHARES OF ALIGN TECHNOLOGY INC | $3,088,600 | 2021-06-24 |
| 5 | 2,000 SHARES OF ALIGN TECHNOLOGY INC | $1,316,950 | 2021-07-29 |
| 6 | 80,000 SHARES OF CORNING INCORPORATED | $3,082,800 | 2021-10-25 |
| 7 | 2,300 SHARES OF ALIGN TECHNOLOGY INC | $1,522,451 | 2021-12-07 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GILEAD SCIENCES, INC. | $182,964 | $31,007,737 |
| CORNING INC | $4,083,709 | $31,103,952 |
| ALIGN TECHNOLOGIES, INC. | $814,616 | $281,762,639 |
| ARTISAN GLOBAL OPPORT.FUND | $5,239,258 | $10,178,689 |
| ARTISAN GLOBAL DISCOVERY FUND | $3,818,010 | $6,465,257 |
| PROQR THERAPEUTICS | $195,162 | $80,100 |
| BRISTOL MYERS SQUIBB | $637,433 | $704,555 |
| GLAUKOS CORP | $554,275 | $3,288,560 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CLOSED END INT'L EQUITY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,936,917 | BookValueAmt |
| EOYFMV | $2,990,288 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN CLOSED-END INTERNATIONAL EQUITY FUND | Desc |
| Revenue And Expenses Per Books | $21,092 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,092 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN CLOSED-END INTERNATIONAL EQUITY FUND | Desc |
| Revenue And Expenses Per Books | $189,393 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $189,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $189,393 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (12 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-AMERICAN FDN FOR THE BLAND | $99,440 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG.-GREATER WASHINGTON EDUCATION | $64,088 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-GROWALD FMAILY FUND | $4,931,950 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-HOMEFRONT INC | $486,120 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-GROWALD CLIMATE FUND | $4,928,987 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-PRINCETON SR. RESOURCE CENTER | $12,663 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-CALDER PHILADELPHIA (CP 2023) | $12,541 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG.-ATHLETES FOR HOPE | $6,039 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG.-THE FDN FIGHTING BLINDNES | $51,057 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG.-BRIGHAM AND WOMEN'S HOSPITAL | $978,320 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG.-MOTHERS OUT FRONT | $8,888 |
| BOOK/TAX DIFFERENCE | $45 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $115,000 | $0 | $115,000 |
| US TRUST-2946 | $91,282 | $91,282 | $0 |
| KEY BANK - 3048 | $80,728 | $80,728 | $0 |
| EURO CERTIFICATION | $1,250 | $0 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT IN CLOSED-END INTERNATIONAL EQUITY FUND -FOREIGN TAX PAID | $271 | $271 | $0 |
| FEDERAL TAX EXPENSES | $50,000 | $0 | $0 |