GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201641249349101019
- Schema version
- 2015v2.1
- 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
- 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 | 2016-05-03T15:22:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Theodore W Baker | PreparerPersonNm |
| PTIN | P01084339 | PTIN |
| Phone | 6099213633 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,539,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,749 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,749 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,079,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,079,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,695,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,783,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,695,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,352 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,352 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,787,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,787,141 | 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 | $85,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $85,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $977 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86,705 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,884,898 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,884,898 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,057,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,884,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $729,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,614,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,730 | CashBOYAmt |
| Cash EOY | $914,945 | CashEOYAmt |
| Cash EOYFMV | $914,945 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,302,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,312,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,624,239 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,414,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,227,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,539,184 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $85,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $85,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,329,015 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,227,464 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,329,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,227,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,414,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,227,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,329,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $729,561 | ExcessRevenueOverExpensesAmt |
| Other Increases | $202,643 | OtherIncreasesAmt |
| Subtotal | $13,261,219 | SubtotalAmt |
| Other Decreases | $1,033,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,227,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| LabCorp of Amer (LH) 300 shs | 2015-02-20 | 2015-07-23 | $36,528 | $35,100 | $1,428 | $1,428 | |
| LabCorp of Amer (LH) Cash in Lieu | 2015-02-20 | 2015-02-20 | $85 | $82 | $3 | $3 | |
| Covance Inc. (CVD) 155 shs | 1996-10-02 | 2015-02-20 | $16,614 | $2,146 | $14,468 | $14,468 | |
| Covance Inc. (CVD) 21,000 shs | 1998-04-22 | 2015-02-20 | $2,250,910 | $333,586 | $1,917,324 | $1,917,324 | |
| Covance Inc. (CVD) 66,450 shs | 2001-12-19 | 2015-02-20 | $7,122,523 | $716,924 | $6,405,599 | $6,405,599 | |
| Gilead Sciences, Inc. (GILD) 2,000 shs | 1997-05-23 | 2015-04-23 | $206,252 | $713 | $205,539 | $205,539 | |
| Capital Gains Dividends | $150,847 | $150,847 | $150,847 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,695,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,663,601 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $100,261,731 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,350,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,022,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,786,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,336,492 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.265849 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,721,018 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,170,739 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.220078 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,312,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,650,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.192220 | DistributionYr5Rt |
| Total Distribution | 0.776360 | TotalDistributionRt |
| Average Distribution | 0.155272 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $108,278,827 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,812,670 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96,145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,908,815 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,884,898 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $192,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $192,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $182,504 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,932 | EsPenaltyAmt |
| Tax Due | $12,717 | 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 | Theodore W Baker | 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 | $108,071,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,855,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,927,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,927,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,648,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,278,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,413,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,413,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192,289 | TotalTaxAmt |
| Distributable Before Adj | $5,221,652 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,221,652 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,221,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,884,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,884,898 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,884,898 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,221,652 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,630,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,517,931 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,609,695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,660,460 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,418,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,884,898 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,221,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,663,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,081,613 | 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 | $7,630,281 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,451,332 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,517,931 | ExcessFromYear4Amt |
| Excess From Year3 | $9,609,695 | ExcessFromYear3Amt |
| Excess From Year1 | $1,660,460 | ExcessFromYear1Amt |
| Excess From Current Year | $3,663,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 101 E 69th Street Conservancy | ||||||||
| 101 East 69th Street | New York | NY | 10021 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Abby Theatre Foundation | ||||||||
| 420 Lexington Avenue- Suite 356 | New York | NY | 101700247 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| Alzheimer's Association | ||||||||
| 400 Morris Ave | Denville | NJ | 07834 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,300 | |
| 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 | |
| American Red Cross- National | ||||||||
| 2025 E Street | Washington | DC | 20006 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Art Beyond Sight | ||||||||
| 589 Broadway 3rd Floor | New York | NY | 10012 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Arts Unbound Inc | ||||||||
| 544 Freeman Street | Orange | NJ | 07050 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| 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. | $250 | |
| Athletes for Hope | ||||||||
| 3 Bethesda Metro-Suite 450 | Bethesda | MD | 20814 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $148,926 | |
| Atlantic Salmon Federation | ||||||||
| PO Box 807 | Calais | ME | 046190807 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Baldwin School | ||||||||
| 701 Montgomery Avenue | Bryn Mawr | PA | 19010 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,400 | |
| 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 purposes 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 | |
| Cadence Health Foundation | ||||||||
| 5050 Winfield Road | Winfield | IL | 60190 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | |
| Cameron & Hayden Lord Foundation | ||||||||
| 110 Riverside Drive 12C | New York | NY | 10024 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| 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 Independent Living of Bucks County | ||||||||
| 1200 Veterans HighwaySuite F-14 Box | Bristol | PA | 19007 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $800 | 820 |
| Centurion Ministries | ||||||||
| 1000 Herrontown Road | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| 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. | $20,000 | |
| 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. | $100,000 | |
| Cleveland Museum of Art | ||||||||
| 11150 East Boulevard | Cleveland | OH | 44195 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $35,000 | |
| Community Foundation for Nantucket | ||||||||
| PO Box 204 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization | $24,000 | |
| 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 | |
| Cystic Fibrosis Foundation | ||||||||
| 6931 Arlington Road | Bethesda | MD | 20814 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $11,000 | |
| 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. | $1,800 | |
| EarthJustice Legal Defense | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300,000 | |
| 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. | $6,814,689 | |
| 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. | $1,400 | |
| Friends of Burlington County Animal Shelter | ||||||||
| 1 Caramel Drive | Lumberton | NJ | 08048 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $600 | |
| 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. | $22,000 | |
| Friends of the OSA | ||||||||
| 1822 R ST NW | Washington | DC | 20009 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| FSH Society | ||||||||
| 450 Bedford Street | Lexington | MA | 02420 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| 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. | $42,000 | |
| Harvard Management Company- Eye Study | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100,000 | |
| 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 | |
| Hiram College | ||||||||
| PO Box 67 | Hiram | OH | 44234 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | |
| Home Front | ||||||||
| 1880 Princeton Avenue | Lawrenceville | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $20,000 | |
| Hospice of Medina County | ||||||||
| 5075 Windfall Rd | Medina | OH | 44256 | 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 | |
| John Richard Early Foundation | ||||||||
| C/O Citizens Bank 100 N Essex Ave | Narberth | PA | 19572 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Knights of Columbus Archangel Council 7429 | ||||||||
| 178 W White Horse Pike | Berlin | NJ | 08009 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,300 | |
| LaCrosse County Historical Society | ||||||||
| PO Box 1272 | LaCrosse | WI | 54602 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| Layalina Productions | ||||||||
| 1250 24th Street NW Suite 300 | Washington | DC | 20037 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $7,500 | |
| 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 | |
| Mercy Home for Boys & Girls | ||||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| 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 | ||||||||
| One India Street PO Box 808 | 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. | $2,500 | |
| Nantucket Conservation Foundation | ||||||||
| PO Box 13- 118 Cliff RD | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $250,000 | |
| Nantucket Cottage Hospital | ||||||||
| 57 S Prospect Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Nantucket Fireman's Association | ||||||||
| 131 Pleasant Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| 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. | $3,000 | |
| 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 (CCJF) | ||||||||
| 1920 L St NW | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| New York Botanical Garden | ||||||||
| 200th Street Kazimiroff Boulevard | Bronx | NY | 10458 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| New York Stem Cell Foundation | ||||||||
| 1995 Broadway Suite 600 | New York | NY | 10023 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| On the Rise | ||||||||
| 341 Broadway | Cambridge | MA | 02139 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $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 | |
| Our Lady of Mt Carmel Regional School | ||||||||
| Cedar Avenue | Berlin | NJ | 08009 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Parkinsons Unity Walk | ||||||||
| PO Box 275 | Kingston | NJ | 085280275 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Penn State Dance Marathon (THON) | ||||||||
| Penn State Hershey Medical Center | Hershey | PA | 17033 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| People & Stories | ||||||||
| 140 E Hanover Street | Trenton | NJ | 08608 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Peter Benchley Ocean Awards | ||||||||
| PO Box 40213 | Washington | DC | 20016 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Pillar of Fire International | ||||||||
| 10 Chapel Drive | Zaraphath | NJ | 08890 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| Population Council | ||||||||
| 1 DAG HAMMARSKJOLD PLZ | New York | NY | 10017 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Princeton Adult School | ||||||||
| PO Box 701 | Princeton | NJ | 08542 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Princeton Area Community Foundation (PACF) Endowment Fund | ||||||||
| 15 Princess Road | Lawrenceville | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Princeton Senior Resource Center | ||||||||
| 45 Stockton Street | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Project Hope | ||||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Prostate Cancer Foundation | ||||||||
| 1616 Walnut Street-24th FL | Philadelphia | PA | 19103 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| ResearchAmerica | ||||||||
| 1101 King Street Suite 520 | Alexandria | VA | 22314 | 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. | $2,000 | |
| Rocky Mountain PBS | ||||||||
| 1089 Bannock Street | Denver | CO | 08204 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| Ronald Reagan Presidential Foundation | ||||||||
| 40 PRESIDENTIAL DRIVE | Simi Valley | CA | 93065 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| RYR-1 Foundation | ||||||||
| PO Box 13312 | Pittsburgh | PA | 15243 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Salvation Army | ||||||||
| PO Box 3124 | Union | NJ | 070831924 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| San Francisco Film Society | ||||||||
| 39 Mesa Street Suite 110 | San Francisco | CA | 94129 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Save Our Sound | ||||||||
| 4 Barnstable Road | Hyannis | MA | 02601 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| Shark Savers | ||||||||
| 419 Lafayette Street | New York | NY | 10003 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Shelburne Museum | ||||||||
| US Route 7 PO Box 10 | Shelburne | VT | 05482 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| 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. | $5,000 | |
| South Brunswick Social Services | ||||||||
| PO Box 190 Municipal Complex | Monmouth Junction | NJ | 08852 | 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. | $1,300 | |
| Stonybrook-Millstone Watershed Assoc | ||||||||
| 31 Titus Mill Road | Pennington | NJ | 08534 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Storm King Art Center | ||||||||
| 1 Museum Road | New Windsor | NY | 12553 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Tallladega College | ||||||||
| 627 West Battle Street | Talladega | AL | 35160 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Timothy M Hosea Memorial Fund | ||||||||
| 1 South Post Road | Princeton | NJ | 08550 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| United Negro College Fund | ||||||||
| 8260 Willow Oaks Corporate Drive | Fairfax | VA | 22031 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| United States Association for Blind Athletes | ||||||||
| One Olympic Plaza | Colorado Springs | CO | 80909 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| United Way of Greater Battle Creek | ||||||||
| 34 W JACKSON STREET | Battle Creek | MI | 49017 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| University of Maryland Foundation | ||||||||
| 3300 Melzerolt Road | Adelphi | MD | 20783 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| USO | ||||||||
| 601 Indiana Avenue NW | Washington | DC | 20004 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| 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. | $200,000 | |
| Young Audiences Arts for Learning of NJ | ||||||||
| 200 Forrestal Road | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,884,898 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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. | $12,500 | |
| 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 | |
| Boys & Girls Clubs of Mercer County | ||||||||
| 212 Centre Street | Trenton | NJ | 08611 | None | 501 ( c ) (3) | To help further charitable purpose of organization. | $75,000 | |
| Brigham & Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $66,667 | |
| 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 |
| Childrens Scholarship Fund | ||||||||
| 8 W 38th Street | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Cleveland Institute of Art | ||||||||
| 11141 East Boulevard | Cleveland | OH | 44106 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100,000 | |
| Cleveland Museum of Art | ||||||||
| 11150 East Boulevard | Cleveland | OH | 44195 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $315,000 | |
| Eiteljorg Museum | ||||||||
| 500 Washington Street | Indianapolis | IN | 46204 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Friends of Harvard Radcliffe Rowing | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | none | 501 ( c ) (3) | To help further charitable purposes of organization. | $40,000 | |
| George Street Playhouse | ||||||||
| 9 Livingston Avenue | New Brunswick | NJ | 08901 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $8,000 | |
| 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. | $60,000 | |
| Memphis Opportunity Scholarship | ||||||||
| 850 Ridge Lake BLVD- Suite 500 | Memphis | TN | 38120 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| Nantucket Athenium | ||||||||
| 1 India Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Nantucket Conservation Foundation | ||||||||
| PO Box 13- 118 Cliff RD | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $250,000 | |
| Nantucket Historical Association | ||||||||
| 13 Broad Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $75,000 | |
| NatureBridge | ||||||||
| PO Box 1016 | San Francisco | CA | 94108 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| People & Stories | ||||||||
| 140 E Hanover Street | Trenton | NJ | 08608 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Princeton Public Library Fund | ||||||||
| 65 Witherspoon Street | Princeton | NJ | 08542 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| ResearchAmerica | ||||||||
| 1101 King Street Suite 520 | Alexandria | VA | 223142960 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| RYR-1 Foundation | ||||||||
| PO Box 13312 | Pittsburgh | PA | 15243 | 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 | |
| Stonybrook-Millstone Watershed Assoc | ||||||||
| 31 Titus Mill Road | Pennington | NJ | 08534 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| 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 Penn Medicine | ||||||||
| 3400 Spruce Street | Philadelphia | PA | 19104 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500,000 | |
| 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. | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,977,167 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,749 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,079,832 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,695,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,787,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,787,141 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gund Investment Corp | CategoryTxt |
| Amt | $85,000 | Amt |
| Net Investment Income | $85,000 | 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. | $260,128 | $70,127,200 |
| Covance Inc | $0 | $0 |
| Corning Inc | $3,092,177 | $9,239,710 |
| Artisan Int'l Fund | $1,575,000 | $2,580,982 |
| WF Closed End Int'l Fund | $1,120,000 | $1,561,342 |
| Align Technologies, Inc. | $380,000 | $13,170,000 |
| Artisan Global Opport.Fund | $2,785,000 | $3,728,140 |
| LabCorp of America Holdings, Inc. | $2,100,214 | $2,216,865 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment associated with assets sold | Desc |
| Amt | $1,033,755 | Amt |
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) | $11,859 | $11,859 | $0 |
| Bank Fees | $125 | $125 | $0 |
| WF Fund Other Losses K-1 (Bx 11A) | $73,072 | $73,072 | $0 |
| WF Fund Other Losses K-1 (BX 11F) | $1,649 | $1,649 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WF Cl End FD-K-1 (Sec 988) | Desc |
| Revenue And Expenses Per Books | $1,352 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,352 | 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 | $202,643 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid-Wells Int'l K-1 | CategoryTxt |
| Amt | $977 | Amt |
| Net Investment Income | $977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |