GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349101967
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T12:37:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131639826 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | 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 | 2018-01-01 | 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 | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA TAIBI | PreparerPersonNm |
| PTIN | P00179526 | PTIN |
| Phone | 7322437000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 12:13:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 17D986494AEC28D0BD4D81A1C3A885640600BB50 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $123,951,948 | 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 | $299,661 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,401 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,401 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,791,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,791,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,173,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,240,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,173,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,277,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,977,851 | 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 | $196,699 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,199 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $102,500 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $375,357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $375,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $572,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $469,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,048,454 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,048,454 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,620,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $469,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,150,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,342,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,508,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $589,203 | CashBOYAmt |
| Cash EOY | $108,029 | CashEOYAmt |
| Cash EOYFMV | $108,029 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,069,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,069,509 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,964,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,880,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,929,306 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,120,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $801,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,845,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,673,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,858,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,951,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,673,238 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,858,984 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,673,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,858,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,673,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,858,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,673,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,342,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,528,744 | OtherIncreasesAmt |
| Subtotal | $14,858,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,858,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ARTISAN INTL VALUE FUND INST SHARES | 2017-01-01 | 2018-07-16 | $2,413,056 | $1,614,310 | $798,746 | $798,746 | |
| ARTISAN INTL VALUE FUND INST SHARES | 2017-11-21 | 2018-07-16 | $130,710 | $121,568 | $9,142 | $9,142 | |
| ARTISAN INTL VALUE FUND INST SHARES | 2017-01-01 | 2018-07-16 | $696,886 | $648,141 | $48,745 | $48,745 | |
| ARTISAN - CAPITAL GAIN DISTRIBUTIONS | $316,278 | $316,278 | P | ||||
| US TRUST - 9546 | 2018-04-25 | 2018-11-15 | $1,000,000 | $999,750 | $250 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,173,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,946,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $108,594,236 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,310,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $92,046,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,884,898 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $108,278,827 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082056 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,663,601 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,261,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066462 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,350,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $74,022,852 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031751 | DistributionYr5Rt |
| Total Distribution | 0.369708 | TotalDistributionRt |
| Average Distribution | 0.073942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $143,374,403 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,601,390 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,083 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,626,473 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,150,954 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $113,011 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $113,011 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62,845 | OverpaymentAmt |
| Applied To ES Tax | $62,845 | 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 GUND | ||||||||
| 14 NASSAU STREET | PRINCETON | NJ | 08542 | TRUSTEE | 6.00 | $0 | $0 | $0 |
| LLURA GUND | ||||||||
| 14 NASSAU STREET | PRINCETON | NJ | 08542 | TRUSTEE | 6.00 | $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 | $3,437,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,120,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,557,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,557,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,183,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,374,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,168,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,168,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,166 | TotalTaxAmt |
| Distributable Before Adj | $7,118,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,118,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,118,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,150,954 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,150,954 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,150,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,118,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,660,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,663,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,740,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,591,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,655,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,150,954 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,150,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $967,600 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $967,600 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,687,920 | 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 | $13,687,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $692,860 | ExcessFromYear4Amt |
| Excess From Year3 | $3,663,246 | ExcessFromYear3Amt |
| Excess From Year2 | $2,740,593 | ExcessFromYear2Amt |
| Excess From Year1 | $6,591,221 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVANCED MEDICAL RESEARCH FOUNDATION | ||||||||
| 1101 BEACON STREET | BROOKLINE | MA | 02446 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |
| ANCHOR HOUSE FOUNDATION | ||||||||
| 482 CENTRE STREET | TRENTON | NJ | 08611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $521 | |
| ASPEN INSTITUTE FOR THE BLIND | ||||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |
| ATHLETES FOR HOPE | ||||||||
| 3 BETHESDA METRO-SUITE 450 | BETHESDA | MD | 20814 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |
| ATLANTIC SALMON FEDERATION | ||||||||
| 81 PROSPECT STREET | BROOKLYN | NY | 11201 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 85 DEVONSHIRE STREET | BOSTON | MA | 02109 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,505,000 | |
| BOLLES SCHOOL | ||||||||
| 7400 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |
| BOYS & GIRLS CLUBS OF MERCER COUNTY | ||||||||
| 212 CENTRE STREET | TRENTON | NJ | 08611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |
| CARSONS SCHOLARS FUND | ||||||||
| 305 W CHESAPEAKE AVENUE | TOWSON | MD | 21204 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| CENTER FOR MIND-BODY MEDICINE | ||||||||
| 5225 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20115 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $40,000 | 415 |
| CHALLENGE ASPEN | ||||||||
| PO BOX M | ASPEN | CO | 81612 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| 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 2600 | NEW YORK | NY | 10168 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| CURTIS INSTITUTE OF MUSIC | ||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |
| EARTHJUSTICE LEGAL DEFENSE | ||||||||
| 426 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000,000 | |
| ETELJORHG MUSEUM | ||||||||
| 500 WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |
| EVERYTOWN GUN SAFETY | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $20,000 | |
| FAITH UNITED REFORM CHURCH | ||||||||
| 10729 78TH AVENUE | ALLENDALE | MI | 49401 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| FOUNDATION FIGHTING BLINDNESS NJ | ||||||||
| 14 NASSAU STREET | PRINCETON | NJ | 08542 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $8,500 | |
| FOUNDATION FOR ART & PRESERVATION IN EMBASSIES (FAPE) | ||||||||
| 1725 I STREET SUITE 300 | WASHINGTON | DC | 20006 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |
| FRIENDS OF HARVARD HOCKEY | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| FRIENDS OF HARVARD RADCLIFFE ROWING | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| GEORGE STREET PLAYHOUSE | ||||||||
| 9 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | |
| GREATER CLEVELAND SPORTS HALL OF FAME | ||||||||
| 1120 CHESTER AVENUE | CLEVELAND | OH | 44114 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |
| GROUNDS FOR SCULPTURE | ||||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVENUE3 | LAWRENCEVILLE | NJ | 08648 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $20,000 | |
| LIGHTHOUSE GUILD | ||||||||
| 111 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |
| MARNIA ORTH FOUNDATION | ||||||||
| 4907 ROCKWOOD PARKWAY NW | WASHINGTON | DC | 20016 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |
| MERIDIAN INTERNATIONAL CENTER | ||||||||
| 1630 CRESCENT PLACE NW | WASHINGTON | DC | 20009 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |
| MIRACLE FEET | ||||||||
| 107 CONNER DRIVE SUITE 230 | SHAPLE HILL | NC | 27514 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |
| MOTHERS OUT FRONT | ||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000,000 | |
| MUSEUM OF THE CITY OF NEW YORK | ||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,500 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| 13 BROAD STREET | NANTUCKET | MA | 02554 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |
| 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 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 156 FIFTH AVENUE SUITE 222 | NEW YORK | NY | 10010 | 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. | $5,000 | |
| NATUREBRIDGE | ||||||||
| 28 GEARY STREET SUITE 650 | SAN FRANCISCO | CA | 94108 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |
| ON THE RISE | ||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| OPTOMETRIC CENTER OF NEW YORK | ||||||||
| 33 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| PARIONSON UNITY WALK | ||||||||
| PO BOX 275 | KINGSTON | NJ | 08528 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| PRINCETON FIRST AID AND RESCUE SQUAD | ||||||||
| 237 N HARRISON STREET | PRINCETON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $30,000 | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||||
| 1 KEY PLAZA | CLEVELAND | OH | 44114 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |
| RYR-1 FOUNDATION | ||||||||
| PO BOX 13312 | PITTSBURGH | PA | 15243 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |
| STUDIO INSTUTUE | ||||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $82,500 | |
| 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. | $1,000 | |
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||||
| 3300 MELZEROLT ROAD | ADELPHI | MD | 20783 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 1244 BLOSSOM STREET SUITE 106 | COLUMBIA | SC | 29208 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |
| USO | ||||||||
| 601 INDIANA AVENUE NW | WASHINGTON | DC | 20004 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| VISION LOSS ALLIANCE OF NEW JERSEY | ||||||||
| 155 MORRIS AVE SUITE 2 | DENVILLE | NJ | 07834 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | |
| YALE SCHOOL OF MEDICINE-DEPARTMENT OF EPIDEMIOLOGY & PUBLIC HEALTH | ||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 | |
| ENCHANTED BACKPACK | ||||||||
| 1040 ENTRY DR | BENSENVILLE | IL | 60106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| TRADGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||
| 3033 WILSON BLVD 3RD FLOOR | ARLINGTON | VA | 22201 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |
| THE FULL FRAME INITATIVE | ||||||||
| 308 MAIN STREET 2A | GREENFIELD | MA | 01301 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000,000 | |
| COMMUNITY JUSTICE CENTER | ||||||||
| 310 W STATE STREET 3RD FLOOR | TRENTON | NJ | 08618 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |
| OSA CONSERVATION | ||||||||
| 1012 14TH STREET NW SUITE 625 | WASHINGTON | DC | 20005 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $45,000 | |
| MUSEUM OF THE AMERICAN REVOLUTION | ||||||||
| 101 S THIRD STREET | PHILADELPHIA | PA | 19106 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $33,333 | |
| CARE DEMENSIONS | ||||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| OSA CONSERVATION | ||||||||
| 1012 14TH STREET NW SUITE 625 | WASHINGTON | DC | 20005 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| SKOWHEGAN SCHOOL OF PAINTING & SCUPLTURE | ||||||||
| 136 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| MILLSONT VALLEY PRESERVATION COALALITION | ||||||||
| PO BOX 96 | ROCKY HILL | NJ | 08553 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| YWCA PRINCETON | ||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |
| EARLY FAMILY FOUNDATION | ||||||||
| 520 ANTHWYN ROAD | MERION | PA | 19006 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| THE SAN FRANSICO FILM SOCIETY | ||||||||
| 39 MESA STREET SUITE 110 | SAN FRANCISCO | CA | 91429 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $30,500 | |
| DONHENY EYE INSTITUTE | ||||||||
| PO BOX 86228 | LOS ANGELES | CA | 900860228 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| ONE DAG HAMMERSKJOLS PLAZA 2ND | NEW YORK | NY | 10010 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | FLOOR |
| AMERICAN FDN FOR THE BLIND | ||||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |
| ASPEN MUSIC FESTIVAL | ||||||||
| 2 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| ASPEN VOL FIRE DEPARTMENT | ||||||||
| 420 EAST HOPKINS STREET | ASPEN | CO | 81611 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| COALITION TO STOP GUN VIOLENCE | ||||||||
| 805 15TH STREET NWSUITE 502 | WASHINGTON | DC | 20005 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | |
| CAMERON AND HAYDEN LORD FDN | ||||||||
| 110 RIVERSIDE DRIVE12C | NEW YORK | NY | 10024 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |
| PARKINSONS AND MOVMENT DISORDERS | ||||||||
| 10 UNION SQUARE EAST SUITE SJ | NEW YORK | NY | 10003 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| DAYTOP NJ AT CRANFORD HOUSE | ||||||||
| PO BOX 225 | SKILLMAN | NJ | 08558 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |
| EGAN MARITIME INSITUTE | ||||||||
| PO BOX2923 | NANTUCKET | MA | 01760 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| SPAY FIRST INC | ||||||||
| PO BOX 20493 | OKLAHOMA | OK | 73156 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |
| CYCTIC FIBROSIS FND MASSRI | ||||||||
| 220 NORTH MAIN STREET SUITE 104 | NANTICK | MA | 01760 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 | |
| TRINITY COUNSELING SERVICES | ||||||||
| 22 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |
| WOODMERE ART MUSEUM | ||||||||
| 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $4,000 | |
| 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 | |
| BENEDICTINE HIGH SCHOOL | ||||||||
| 2900 MARTIN LUTHER KING JR DRIVE | CLEVELAND | OH | 44104 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| PATHWAYS TO CHILDREN FOUNDATION | ||||||||
| 100 2ND STREET SE UNIT 1201 | MINNEAPOLIS | MT | 55414 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |
| ST VINCENTS ACADEMY | ||||||||
| 228 W MARKET STREET | NEWARK | NJ | 07103 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,600 | |
| THE BIG SISTER ASSOCIATION GREATER BOSTON | ||||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| THE DWELLING PLACE OF NYC | ||||||||
| 409 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,600 | |
| EHMC FOUNDATION | ||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| FREEHOLD BOARD OF EDUCATION | ||||||||
| 30 DUTCH LANE ROAD | FREEHOLD | NJ | 07728 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,700 | |
| NATION OVERIAN CANCER COALITION | ||||||||
| 2501 OAK LAWN AVENUE SUITE 435 | DALLAS | TX | 75219 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 | |
| PILLAR OF FIRE INTERNATIONAL | ||||||||
| 10 CHAPEL DRIVE | ZARAPHATH | NJ | 08890 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,300 | |
| FRIENDS OF THE BURLINGTON COUNTY ANIMAL SHELTER | ||||||||
| 1 CARAMEL DRIVE | LUMBERTON | NJ | 08048 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $900 | |
| NF FORWARD | ||||||||
| 1074 WOODWARD AVENUE | DETOIT | MI | 48226 | NONE | 501 ( C ) (3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,048,454 | 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 | $13,401 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,791,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,173,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,977,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,977,851 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GORDON GUND | ||||||
| 1 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $18,176,290 | Yes (X) |
| GORDON GUND | ||||||
| 2 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $192,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 55,000 SHARES OF ALIGN TECHNOLOGY INC. | $18,176,290 | 2018-07-25 |
| 2 | 10,000 SHARES OF PROQR THERAPEUTICS | $192,000 | 2018-08-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GILEAD SCIENCES, INC. | $187,156 | $31,551,610 |
| CORNING INC | $3,843,223 | $21,311,765 |
| ALIGN TECHNOLOGIES, INC. | $524,485 | $57,812,104 |
| ARTISAN GLOBAL OPPORT.FUND | $2,785,000 | $4,691,905 |
| CELGENE | $104,509 | $640,900 |
| ARTIAN GLOBAL DISCOVERY FUND | $3,240,652 | $2,763,222 |
| PROQR THERAPEUTICS | $195,162 | $157,800 |
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 | $801,259 | BookValueAmt |
| EOYFMV | $1,845,104 | 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 | $375,357 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $375,357 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (9 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-AUTISM SPEAKS | $435,950 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-THE FULL FRAME INIT | $983,934 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-AUTISM SPEAKS | $656,451 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-EARTHJUSTICE | $888,349 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-MOTHERS OUT FRONT | $879,260 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-ATHLETES FOR HOPE | $98,809 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-RYR-1 | $47,893 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORGANIZATIONS-MIRICLE FEET | $48,037 |
| BOOK/TAX DIFFERENCES | $490,061 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $102,500 | $0 | $102,500 |
| US TRUST-2946 | $85,199 | $85,199 | $0 |
| US TRUST-3324 | $9,000 | $9,000 | $0 |