GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349101202
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- 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 | 2017-05-15T09:34:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.25.246.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 09:34:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FA579600CE7184CB14837D35994949B2A4455B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,059,699 | 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 | $4,447,631 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,569,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,569,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,813 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $884 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $884 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,079,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,631,557 | 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 | $100,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,837 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,310,651 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,310,651 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,429,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,310,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,350,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,612,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $914,945 | CashBOYAmt |
| Cash EOY | $604,955 | CashEOYAmt |
| Cash EOYFMV | $604,955 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $11,312,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,571,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,454,744 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,227,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,176,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,059,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,227,464 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,176,071 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,227,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,176,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,227,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,176,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,227,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,350,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,607,845 | OtherIncreasesAmt |
| Subtotal | $15,484,641 | SubtotalAmt |
| Other Decreases | $308,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,176,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Corning - PNC Cust | P | 2014-12-12 | 2016-01-20 | $10 | $13 | -$3 | -$3 |
| Capital Gains Dividends | P | $60,816 | $60,816 | $60,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,884,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $108,278,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,663,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $100,261,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,350,296 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $74,022,852 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,786,790 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,336,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.265849 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,721,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,170,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.220078 | DistributionYr5Rt |
| Total Distribution | 0.666196 | TotalDistributionRt |
| Average Distribution | 0.133239 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $92,046,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,264,150 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,280,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,310,651 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,254 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,254 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $963 | EsPenaltyAmt |
| Tax Due | $33,217 | TaxDueAmt |
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 |
| 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 | $92,823,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $624,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,447,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,447,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,401,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,046,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,602,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,602,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,254 | TotalTaxAmt |
| Distributable Before Adj | $4,570,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,570,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,570,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,310,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,310,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,310,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,570,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,517,931 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,609,695 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,660,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,663,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,451,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,310,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,570,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,740,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,191,925 | 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 | $7,517,931 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,673,994 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,609,695 | ExcessFromYear4Amt |
| Excess From Year2 | $1,660,460 | ExcessFromYear2Amt |
| Excess From Year1 | $3,663,246 | ExcessFromYear1Amt |
| Excess From Current Year | $2,740,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advanced Medical Research Foundation | |||||||||||
| 1101 Beacon Street | Brookline | MA | 02446 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | ||||
| American Foundation for the Blind | |||||||||||
| 145 West 45th Street Suite 300 | New York | NY | 10036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | ||||
| American Legion Fairview Post 738 | |||||||||||
| 19311 Lorain Road | Cleveland | OH | 44106 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | ||||
| 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. | $50,000 | ||||
| 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 Music Festival and School | |||||||||||
| 2 Music School Road | Aspen | CO | 81611 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | ||||
| 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. | $100,000 | ||||
| Atlantic Salmon Federation | |||||||||||
| PO Box 807 | Calais | ME | 046190807 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | ||||
| Autism Speaks | |||||||||||
| 85 Devonshire Street | Boston | MA | 02109 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100,000 | ||||
| Baldwin School | |||||||||||
| 701 Montgomery Avenue | Bryn Mawr | PA | 19010 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | ||||
| Beyond Sustainability thru Cross Cultural Journeys FDN | |||||||||||
| PO Box 1369 | Sausalito | CA | 94966 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| Bolles School | |||||||||||
| 7400 San Jose Boulevard | Jacksonville | FL | 32217 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | ||||
| Boys & Girls Clubs of Mercer County | |||||||||||
| 212 Centre Street | Trenton | NJ | 08611 | None | 501 ( c ) (3) | To help further charitable purpose of organization. | $25,000 | ||||
| Brigham & Women's Hospital | |||||||||||
| 75 Francis Street | Boston | MA | 02115 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $33,333 | ||||
| Bucks Co Council For Individuals With Disabilities | |||||||||||
| 2300 E Lincoln Highway Suite 318 | Langhorne | PA | 19047 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $900 | ||||
| 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 | ||||
| Childrens Scholarship Fund | |||||||||||
| 8 W 38th Street | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | ||||
| Children's Tumor Foundation | |||||||||||
| 95 Pine Street 16th Floor | New York | NY | 10005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $18,000 | ||||
| Cleveland Clinic Foundation | |||||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | ||||
| Cleveland Institute of Art | |||||||||||
| 11141 East Boulevard | Cleveland | OH | 44106 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $135,000 | ||||
| Coalition to Stop Gun Violence | |||||||||||
| 805 15th Street NW Suite 502 | Washington | DC | 20005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | ||||
| Corner House Foundation | |||||||||||
| 1 Monument Drive | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | ||||
| 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 | ||||
| David A Straz Foundation | |||||||||||
| 4401 West Kennedy Blvd | Tampa | FL | 33609 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| Daytop New Jersey at Crawford House | |||||||||||
| 362 Sunset Road | Skillman | NJ | 08558 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | ||||
| 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. | $1,900 | ||||
| Early Family Foundation | |||||||||||
| 38 Huntington Hill Road | Woodbridge | CT | 06525 | 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. | $250,203 | ||||
| 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 | ||||
| European Adoption Consultants Inc | |||||||||||
| 12608 Alameda Drive | Strongsville | OH | 44149 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | ||||
| Fair Haven Children's Home | |||||||||||
| 3132 Fairhaven Loop | Strafford | MO | 65757 | 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. | $5,005,395 | ||||
| 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. | $2,500 | ||||
| Freehold Borough Educational Foundation | |||||||||||
| 6 Hance Blvd | Freehold | NJ | 07728 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | ||||
| Friends of Burlington County Animal Shelter | |||||||||||
| 1 Caramel Drive | Lumberton | NJ | 08048 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $700 | ||||
| Friends of Harvard Hockey | |||||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| 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 Harvard Radcliffe Rowing | |||||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | ||||
| 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 | ||||
| Gods Love We Deliver | |||||||||||
| 166 6th Ave | New York | NY | 10013 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | ||||
| Grounds for Sculpture | |||||||||||
| 18 Fairgrounds Rd | Hamilton | NJ | 08619 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $47,000 | ||||
| Helen Keller International | |||||||||||
| 352 Park Avenue SoSuite 1200 | New York | NY | 10010 | None | 501 ( c ) (3) | To help further charitable purposes of organization | $5,000 | ||||
| Hiram College | |||||||||||
| PO Box 67 | Hiram | OH | 44234 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | ||||
| HomeFront | |||||||||||
| 1880 Princeton Avenue | Lawrenceville | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | ||||
| Horatio Alger Association | |||||||||||
| 99 Canal Center Plaza Suite 320 | Alexandria | VA | 223142960 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | ||||
| Inclusive Fashion and Design Foundation | |||||||||||
| 2034 5th Avenue 1A | New York | NY | 10035 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| 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 | ||||
| Memphis Opportunity Scholarship Trust | |||||||||||
| 850 Ridge Lake BLVD- Suite 500 | Memphis | TN | 38120 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | ||||
| 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 Athenium | |||||||||||
| 1 India Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | ||||
| Nantucket Boys & Girls Club | |||||||||||
| PO Box 269 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | ||||
| Nantucket Conservation Foundation | |||||||||||
| PO Box 13- 118 Cliff RD | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $250,203 | ||||
| Nantucket Cottage Hospital | |||||||||||
| 57 S Prospect Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| Nantucket Historical Association | |||||||||||
| 13 Broad Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | ||||
| Nantucket Ice | |||||||||||
| 10 Backus Lane | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | ||||
| 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. | $10,000 | ||||
| Offshore Animal Hospital | |||||||||||
| 11 Crooked Lane | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | ||||
| 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 | ||||
| Ovarian Cancer Research Fund Alliance | |||||||||||
| PO Box 32141 | New York | NY | 10087 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | ||||
| Parkinsons Unity Walk | |||||||||||
| PO Box 275 | Kingston | NJ | 085280275 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| Peggy Guggenheim Collection | |||||||||||
| None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | 704 Dorsoduro | Venice | IT | |||||
| People & Stories | |||||||||||
| 140 E Hanover Street | Trenton | NJ | 08608 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | ||||
| Pillar of Fire International | |||||||||||
| 10 Chapel Drive | Zaraphath | NJ | 08890 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,100 | ||||
| Portland Symphony Orchestra | |||||||||||
| 50 Monument Way | Portland | ME | 04101 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | ||||
| 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 | 223142960 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | ||||
| 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 | ||||
| Rocky Mountain PBS | |||||||||||
| 1089 Bannock Street | Denver | CO | 08204 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $17,000 | ||||
| Rosie's Place | |||||||||||
| 889 Harrison Avenue | Boston | MA | 02118 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $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 | ||||
| Shelly Davis Memorial Fund | |||||||||||
| 1126 16th Street NW Suite 270 | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | ||||
| Skowhegan School of Painting & Sculpture | |||||||||||
| 136 West 22nd Street | New York | NY | 10011 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | ||||
| Soho Reperatory Theatre | |||||||||||
| 401 Broadway Suite 300 | New York | NY | 10013 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | ||||
| South Brunswick Township | |||||||||||
| PO Box 190 Municipal Complex | Monmouth Junction | NJ | 08852 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100 | ||||
| St Francis Xavier Church | |||||||||||
| 347 South Street | Hyannis | MA | 02601 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100 | ||||
| St Vincent Academy | |||||||||||
| 228 W Market Street | Newark | NJ | 07103 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,400 | ||||
| Stonybrook-Millstone Watershed Assoc | |||||||||||
| 31 Titus Mill Road | Pennington | NJ | 08534 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | ||||
| Studio in a School | |||||||||||
| 410 West 59th Street | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $85,000 | ||||
| The Suzanne Wright Foundation | |||||||||||
| 610 5th Avenue Suite 605 | New York | NY | 10020 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $250,203 | ||||
| Tulane Cancer Center | |||||||||||
| 150 South Liberty Street | New Orleans | LA | 70112 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | ||||
| 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 | ||||
| United State Association for Blind Athletes | |||||||||||
| 33 N Institue Street Brown Hall | Colorado Springs | CO | 80903 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | Suite 015 | |||
| 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. | $10,000 | ||||
| Yale University | |||||||||||
| PO Box 2038 | New Haven | CT | 06521 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $200,314 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,310,651 | 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 | $213 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,569,647 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,816 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,631,560 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,631,557 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Gund | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Nassau Street | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,447,631 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Harman Stock | NoncashPropertyDesc |
| Fair Market Value | $4,447,631 | FairMarketValueAmt |
| Received | 2016-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gund Investment Corp | CategoryTxt |
| Amt | $100,000 | 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. | $242,694 | $46,127,223 |
| Corning Inc | $3,092,177 | $12,267,393 |
| Artisan Int'l Fund | $1,575,000 | $2,729,064 |
| WF Closed End Int'l Fund | $1,120,000 | $1,614,087 |
| Align Technologies, Inc. | $380,000 | $19,226,000 |
| Artisan Global Opport.Fund | $2,785,000 | $3,914,924 |
| LabCorp of America Holdings, Inc. | $928,614 | $1,018,053 |
| Harman | $4,447,631 | $5,558,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal taxes paid | $187,717 |
| Book/tax differences | $120,853 |
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) | $11,408 | $11,408 | $0 |
| Bank Fees | $3,730 | $3,730 | $0 |
| PNC Fee | $100 | $100 | $0 |
| PNC Mngmt Fees | $3,599 | $3,599 | $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 | $884 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $884 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $884 | 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 | $4,607,845 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid-Wells Int'l K-1 | CategoryTxt |
| Amt | $368 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |