GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201831309349101458
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T11:44:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132622841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUND INVESTMENT CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Catherine Bird | PreparerPersonNm |
| PTIN | P01960968 | PTIN |
| Phone | 6099213633 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $126,148,989 | 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 | $897,353 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,711,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,711,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,426,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,234,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,426,747 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $520,239 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $520,239 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,596,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,698,876 | 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 |
| Accounting Fees Rev And Expnss | $102,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,938 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,983,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,983,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,158,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,983,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,562,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,698,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $604,955 | CashBOYAmt |
| Cash EOY | $589,203 | CashEOYAmt |
| Cash EOYFMV | $589,203 | CashEOYFMVAmt |
| Corporate Stock BOY | $14,571,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,084,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $125,559,786 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,176,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,673,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,148,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,176,071 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,673,238 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,176,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,673,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,176,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,673,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,176,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,562,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,141,476 | OtherIncreasesAmt |
| Subtotal | $14,755,111 | SubtotalAmt |
| Other Decreases | $1,081,873 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,673,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|---|
| Harman Int'l - PNC Cust | 2016-02-14 | 2017-03-13 | $5,600,000 | $4,447,631 | $1,152,369 | $1,152,369 | ||
| US Trust - Cust | 2017-04-12 | 2017-08-14 | $2,350,167 | $2,360,385 | -$10,160 | -$10,160 | $58 | |
| Capital Gains Dividends | $284,538 | $284,538 | $284,538 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,426,747 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,310,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,046,248 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,884,898 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $108,278,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082056 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,663,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,261,731 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,350,296 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,022,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,786,790 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,336,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.265849 | DistributionYr5Rt |
| Total Distribution | 0.525542 | TotalDistributionRt |
| Average Distribution | 0.105108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $108,594,236 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,414,123 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,989 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,451,112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,983,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $36,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $150,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $113,011 | OverpaymentAmt |
| Applied To ES Tax | $113,011 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Catherine Bird | IndividualWithBooksNm |
| 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 |
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 | $108,920,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,327,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,247,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,247,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,653,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,594,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,429,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,429,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,989 | TotalTaxAmt |
| Distributable Before Adj | $5,392,723 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,392,723 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,392,723 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,983,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,983,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $36,989 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,946,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,392,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,609,695 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,660,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,663,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,740,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,673,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,983,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,392,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,591,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,265,215 | 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 | $9,609,695 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,655,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,660,460 | ExcessFromYear3Amt |
| Excess From Year2 | $3,663,246 | ExcessFromYear2Amt |
| Excess From Year1 | $2,740,593 | ExcessFromYear1Amt |
| Excess From Current Year | $6,591,221 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 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. | $25,000 | |
| Anchor House Foundation | ||||||||
| 482 Centre Street | Trenton | NJ | 08611 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Anderson Ranch Arts | ||||||||
| 5263 Owl Creek Road | Snowmass Village | CO | 81615 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $60,000 | |
| Art Beyond Sight | ||||||||
| 589 Broadway 3rd Floor | New York | NY | 10012 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Aspen Institute | ||||||||
| One Dupont Circle NW Suite 700 | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Aspen Volunteer Fire Dept | ||||||||
| 420 East Hopkins Street | Aspen | CO | 81611 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Athletes for Hope | ||||||||
| 3 Bethesda Metro-Suite 450 | Bethesda | MD | 20814 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,543 | |
| 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. | $5,000 | |
| Bolles School | ||||||||
| 7400 San Jose Boulevard | Jacksonville | FL | 32217 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Brigham & Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $33,333 | |
| 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. | $20,000 | 415 |
| Challenge Aspen | ||||||||
| PO Box M | Aspen | CO | 81612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Children's Tumor Foundation | ||||||||
| 95 Pine Street 16th Floor | New York | NY | 10005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| 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 | ||||||||
| 11141 East Boulevard | Cleveland | OH | 44106 | 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 | |
| Dwelling Place of New York Inc | ||||||||
| 409 West 40th Street | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| EarthJustice Legal Defense | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $21,272 | |
| Eiteljorg 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 | |
| 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 | ||||||||
| PO Box 17279 | Baltimore | MD | 21298 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| 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 | |
| Freehold Borough Educational Foundation | ||||||||
| 6 Hance Blvd | Freehold | NJ | 07728 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,600 | |
| Friends of Burlington County Animal Shelter | ||||||||
| 1 Caramel Drive | Lumberton | NJ | 08048 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $800 | |
| 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. | $20,000 | |
| Friends of the OSA | ||||||||
| 1822 R ST NW | Washington | DC | 20009 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| George Street Playhouse | ||||||||
| 9 Livingston Avenue | New Brunswick | NJ | 08901 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Grounds for Sculpture | ||||||||
| 18 Fairgrounds Rd | Hamilton | NJ | 08619 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $55,000 | |
| Helen Keller International | ||||||||
| 352 Park Avenue SoSuite 1200 | New York | NY | 10010 | None | 501 ( c ) (3) | To help further charitable purposes of organization | $10,000 | |
| HomeFront | ||||||||
| 1880 Princeton Avenue | Lawrenceville | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | |
| Institute for Aegean Prehistory | ||||||||
| 3550 Market Street Suite 100 | Philadelphia | PA | 19104 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Lighthouse Guild | ||||||||
| 111 East 59th Street | New York | NY | 10022 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Marina Orth Foundation | ||||||||
| 4907 Rockwood Parkway NW | Washington | DC | 20016 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Meridian International Center | ||||||||
| 1630 Crescent Place NW | Washington | DC | 20009 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | |
| Miracle Feet | ||||||||
| 410 W Main Street | Carrboro | NC | 27510 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| 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 | ||||||||
| PO Box 1016 | San Francisco | CA | 94108 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,989 | |
| 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 | |
| Parkinsons Unity Walk | ||||||||
| PO Box 275 | Kingston | NJ | 08528 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Pillar of Fire International | ||||||||
| 10 Chapel Drive | Zaraphath | NJ | 08890 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,200 | |
| Project Hope | ||||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| ResearchAmerica | ||||||||
| 1101 King Street Suite 520 | Alexandria | VA | 22314 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Rock and Roll Hall of Fame | ||||||||
| 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 | |
| Save Our Sound | ||||||||
| 4 Barnstable Road | Hyannis | MA | 02601 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Shatterproof | ||||||||
| 205 East 42nd Street 17th Floor | New York | NY | 10017 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| St Vincent Academy | ||||||||
| 228 W Market Street | Newark | NJ | 07103 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | |
| 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 | ||||||||
| 1600 Hampton Street | 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. | $200,378 | |
| Doughman Education Foundation | ||||||||
| 189 Wall Street | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $35,000 | |
| Groton School | ||||||||
| 282 Farmers Row | Groton | MA | 01540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $14,825 | |
| Groton School | ||||||||
| 282 Farmers Row | Groton | MA | 01540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,485,175 | |
| Groton School | ||||||||
| 282 Farmers Row | Groton | MA | 01540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500,000 | |
| Boys & Girls Clubs of Mercer County | ||||||||
| 2211 Campus Drive | Evanston | IL | 60208 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Mother Out Front | ||||||||
| 30 Bow Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $64,190 | |
| Shared Impact | ||||||||
| 575 Lexington Ave | New York | NY | 10022 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100,000 | |
| University of Vermont | ||||||||
| 411 Main Street | Burlington | VT | 05401 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $11,965 | |
| Everytown Gun Safety | ||||||||
| PO Box 3886 | New York | NY | 10163 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | |
| 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 | |
| Mother Out Front | ||||||||
| 30 Bow Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,035,810 | |
| University of Vermont | ||||||||
| 411 Main Street | Burlington | VT | 05401 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,975,772 | |
| EarthJustice Legal Defense | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,228,525 | |
| NatureBridge | ||||||||
| PO Box 1016 | San Francisco | CA | 94108 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $84,010 | |
| Athletes for Hope | ||||||||
| 3 Bethesda Metro-Suite 450 | Bethesda | MA | 20814 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $96,457 | |
| ISSMS-CGDC | ||||||||
| One Dupont Circle NW Suite 700 | Washington | DC | 20006 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Eyes on Autism | ||||||||
| 329 Larch Court | Flemington | NJ | 08822 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Peter Benchley Ocean Awards | ||||||||
| PO Box 40213 | Washington | DC | 20016 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Studio in a School | ||||||||
| 410 West 59th Street | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $122,500 | |
| San Francisco Film | ||||||||
| 39 Mesa Street Suite 110 | San Francisco | CA | 94129 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $60,000 | |
| New York Stem Cell Foundation | ||||||||
| 619 West 54th Street | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Nantucket Dreamland Foundation | ||||||||
| PO Box 989 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Nantucket Firemens Association | ||||||||
| 131 Pleasant Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Boys & Girls Clubs of Martin County | ||||||||
| PO Box 910 | Hobe Sound | FL | 33475 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| New York Botanical Garden | ||||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | |
| Greater Cleveland Sports Hall of Fame | ||||||||
| 1120 Chester Avenue | Cleveland | OH | 44114 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Israel Ride | ||||||||
| 14 Shaded Glen Court | Owings Mill | MD | 21117 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Princeton Senior Resource Center | ||||||||
| 45 Stockton Street | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | |
| American Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 50037 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| The Greater Boston Food Bank | ||||||||
| 70 South Bay Ave | Boston | MA | 02118 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| 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. | $500 | |
| National Ovarian Cancer Coalition | ||||||||
| 2501 Oak Lawn Ave | Dallas | TX | 75219 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Artist Association of Nantucket | ||||||||
| PO Box 1104 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Americans For The Arts | ||||||||
| 1000 Vermont Ave NW 6th Floor | Washington | DC | 20005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| Curtis Institute of Music | ||||||||
| 1726 Locust Street | Philadelphia | PA | 19103 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Storm King Art Center | ||||||||
| 1 Museum Road | New Windsor | NY | 12553 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Harvard Varsity Club | ||||||||
| 65 N Harvard Street | Boston | MA | 02163 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| The New York Landmarks Conservancy | ||||||||
| One Whitewall Street | New York | NY | 10004 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| The Mayhew Program | ||||||||
| PO Box 120 293 West Shore Road | Bristol | NH | 03222 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| The Rick Barlett Memorial Foundation | ||||||||
| 241 Milton Rd | Rye | NY | 10580 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| South Brunswick Township | ||||||||
| PO Box 190 | Monmouth Junction | NH | 08552 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,983,944 | 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 | $40,083 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,711,807 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520,239 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,142,209 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,556,667 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,142,209 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,698,876 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Income from investments used to make donations to charitable orgs. | RelationshipStatementTxt |
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 (3 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 | $751,044 | Yes (X) |
| Gordon Gund | ||||||
| 2 | 14 Nassau Street | Princeton | NJ | 08542 | $104,509 | Yes (X) |
| Gordon Gund | ||||||
| 3 | 14 Nassau Street | Princeton | NJ | 08542 | $38,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Corning Stock | $751,044 | 2017-06-07 |
| 2 | Celgene Stock | $104,509 | 2017-06-07 |
| 3 | Align Stock | $38,000 | 2017-12-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gund Investment Corp | CategoryTxt |
| Amt | $102,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Gilead Sciences, Inc. | $206,657 | $38,908,400 |
| Corning Inc | $3,843,223 | $22,567,473 |
| Artisan Int'l Fund | $1,575,000 | $3,385,769 |
| WF Closed End Int'l Fund | $1,120,000 | $2,150,063 |
| Align Technologies, Inc. | $421,800 | $49,326,180 |
| Artisan Global Opport.Fund | $2,785,000 | $5,147,798 |
| Celgene | $104,509 | $1,043,600 |
| US Trust | $3,027,846 | $3,030,503 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal taxes paid | $183,217 |
| Book/tax differences | $898,656 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WF Fund Investm. Fees-K-1(Bx 13K) | $13,881 | $0 | $0 |
| PNC Mngmt Fees | $4,090 | $0 | $0 |
| US Trust | $6,000 | $0 | $0 |
| US Trust | $47,967 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WF Cl End FD-K-1 | Desc |
| Revenue And Expenses Per Books | $520,239 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $520,239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $520,239 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Appreciation of stock gifted to charitable organizations | Desc |
| Amt | $7,141,476 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid-Wells Int'l K-1 | CategoryTxt |
| Amt | $283 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |