GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201411339349102131
- Schema version
- 2013v3.0
- 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
- 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 | 2014-05-13T15:01:26-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 NASSAU STREET | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gordon Gund | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6099213633 | PhoneNum |
| Signature | 2014-05-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,018,392 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,667 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,667 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $175,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$827,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,997,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $299,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $299,799 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$347,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $480,110 | 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 | $340,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $340,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,098 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,507 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $352,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,350,296 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,350,296 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,702,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,350,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,050,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $253,220 | CashBOYAmt |
| Cash EOY | $395,584 | CashEOYAmt |
| Cash EOYFMV | $395,584 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,952,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,024,807 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,422,808 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $15,306,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,620,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,018,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,306,121 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,620,391 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,306,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,620,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,306,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,620,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,306,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,050,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $634,438 | OtherIncreasesAmt |
| Subtotal | $12,889,820 | SubtotalAmt |
| Other Decreases | $269,429 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,620,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LongLeaf Partners | P | 2012-12-31 | 2013-01-08 | $418,908 | $398,518 | $20,390 | $20,390 |
| LongLeaf Partners | P | 2010-01-01 | 2013-01-08 | $2,369,532 | $3,036,985 | -$667,453 | -$667,453 |
| National Financial Services LLC | P | 2012-12-26 | 2013-08-20 | $959,785 | $1,006,394 | -$46,609 | -$46,609 |
| GMO Emerging Markets | P | 2012-12-21 | 2013-07-25 | $43,224 | $46,606 | -$3,382 | -$3,382 |
| GMO Emerging Markets | P | 2009-10-30 | 2013-07-25 | $2,124,358 | $2,330,715 | -$206,357 | -$206,357 |
| PIMCO Total Return Fund | P | 2012-12-26 | 2013-08-20 | $959,785 | $1,006,394 | -$46,609 | -$46,609 |
| Capital Gains Dividends | P | $122,072 | $122,072 | $122,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$827,948 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,786,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,336,492 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.265849 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,721,018 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,170,739 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.220078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,312,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,650,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.192220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,319,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,969,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101978 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,112,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $84,990,708 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071917 | DistributionYr5Rt |
| Total Distribution | 0.852042 | TotalDistributionRt |
| Average Distribution | 0.170408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $74,022,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,614,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,275 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,615,361 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,350,296 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,450 | OverpaymentAmt |
| Applied To ES Tax | $17,450 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $74,729,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,150,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,150,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,127,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,022,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,701,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,701,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,550 | TotalTaxAmt |
| Distributable Before Adj | $3,698,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,698,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,698,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,350,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,350,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,350,296 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,698,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,998,126 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,239,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,630,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,517,931 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,609,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,995,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,350,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,350,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,348,297 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,348,297 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,647,571 | 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 | $649,829 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,997,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,239,835 | ExcessFromYear4Amt |
| Excess From Year3 | $7,630,281 | ExcessFromYear3Amt |
| Excess From Year2 | $7,517,931 | ExcessFromYear2Amt |
| Excess From Year1 | $9,609,695 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Advanced Medical Research Foundation | ||||||||
| 1101 Beacon Street | Brookline | MA | 02446 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| Alzheimer Drug Discovery Foundation | ||||||||
| 57 West 57th Street Suite 904 | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Alzheimer's Association | ||||||||
| 400 Morris Ave | Denville | NJ | 07834 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,100 | |
| 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. | $2,500 | |
| American Red Cross- National | ||||||||
| 2025 E Street | Washington | DC | 20006 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Artist Association of Nantucket | ||||||||
| PO Box 1104 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| 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 Valley Medical Foundation | ||||||||
| 401 Castle Creek Road | Aspen | CO | 81611 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Aspen Volunteer Fire Dept | ||||||||
| 420 East Hopkins Street | Aspen | CO | 81611 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Athletes for Hope | ||||||||
| 5335 Wisconsin Avenue NW Suite 850 | Washington | DC | 20015 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $150,000 | |
| Atlantic Salmon Federation | ||||||||
| 14 Maine Street | Brunswick | ME | 04011 | 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. | $2,200 | |
| Bolles School | ||||||||
| 7400 San Jose Boulevard | Jacksonville | FL | 32217 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Bucks County Council for Individuals with Disabilities | ||||||||
| 1200 Veterans HighwaySuite F-14 Box | Bristol | PA | 19007 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $600 | 820 |
| Cameron & Hayden Lord Foundation | ||||||||
| 110 Riverside Drive 12C | New York | NY | 10024 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Carsons Scholars Fund | ||||||||
| 305 W Chesapeake Avenue | Towson | MD | 21204 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| CDH Foundation | ||||||||
| 27W353 JEWELL ROAD | Winfield | IL | 60190 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Center for Mind-Body Medicine | ||||||||
| 5225 Connecticut Avenue NW Suite | washington | DC | 20115 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $12,500 | 415 |
| Challenge Aspen | ||||||||
| PO Box M | Aspen | CO | 81612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Chess in The Schools | ||||||||
| 520 EIGHTH AVENUE- Floor 2 | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Children's Tumor Foundation | ||||||||
| 95 Pine Street 16th Floor | New York | NY | 10005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Childrens Scholarship Fund | ||||||||
| 8 W 38th Street | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Christian Apostolic Church | ||||||||
| 78 W Pine Street | Coshocton | OH | 43812 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| City College 21st Century Foundation | ||||||||
| 160 Convent Avenue | New York | NY | 10031 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| 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 | 44106 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $42,500 | |
| Coalition to Stop Gun Violence | ||||||||
| 1023 15th Street NW Suite 600 | Washington | DC | 20005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Community Foundation for Nantucket | ||||||||
| PO Box 204 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization | $24,000 | |
| Conservation International | ||||||||
| 2011 Crystal Drive Suite 500 | Arlington | VA | 22202 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $7,500 | |
| Crohns & Colitis Foundation of America | ||||||||
| 5 Third Street Suite 815 | San Francisco | CA | 94103 | None | 501 ( c ) (3) | To help further charitable purposes of organization | $2,500 | |
| Cross Cultural Journeys Foundation | ||||||||
| PO Box 1369 | Sausalito | CA | 94966 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Cystic Fibrosis Foundation MARI Chapter | ||||||||
| 220 N Main Street Suite 104 | Natick | MA | 01760 | 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. | $10,000 | |
| Doheny Eye Institute | ||||||||
| 1450 San Pablo Street DEI-3050 | Los Angeles | CA | 90033 | 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. | $600 | |
| EarthJustice | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,001 | |
| EarthJustice | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $387,504 | |
| EarthJustice | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $97,495 | |
| Eiteljorg Museum | ||||||||
| 500 Washington Street | Indianapolis | IN | 46204 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $12,500 | |
| Environmental Defense Fund | ||||||||
| 257 Park Avenue South | New York | NY | 10010 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Fairview Park American Legion Post 738 | ||||||||
| 19311 LORAIN ROAD | Cleveland | OH | 44126 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| Foundation Fighting Blindness | ||||||||
| PO Box 17279 | Baltimore | MD | 21298 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $16,000 | |
| Foundation For Art & Preservation in Embassies | ||||||||
| 1725 I STREET NW-Suite 300 | Washington | DC | 20006 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Friends of Burlington County Animal Shelter | ||||||||
| 1 Caramel Drive | Lumberton | NJ | 08048 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Friends of Harvard Hockey | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Friends of Harvard Radcliffe Rowing | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Friends of Nick Foundation | ||||||||
| 8 W 38TH STREET | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Friends of Princeton Public Library | ||||||||
| 565 Witherspoon Street | Princeton | NJ | 08542 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Friends of the Lawrence Library | ||||||||
| 2751 Brunswick Pike | Lawrenceville | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| 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. | $300 | |
| Greater Boston Food Bank | ||||||||
| 710 South Bay Avenue | Boston | MA | 02118 | none | 501 ( c ) (3) | To help further charitable purposes of organization | $15,000 | |
| Groton School | ||||||||
| 282 Farmers Row PO Box 991 | Groton | MA | 01450 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Grounds for Sculpture | ||||||||
| 18 Fairgrounds Rd | Hamilton | NJ | 08619 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $39,430 | |
| 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 | |
| Harvard University | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Harvard Varsity Club | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| 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 | |
| Historic Hudson Valley | ||||||||
| 639 Bedford Road | Pocantico Hills | NY | 10591 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Home Front | ||||||||
| 1800 Princeton Avenue | Lawrenceville | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Horatio Alger Association | ||||||||
| 99 CANAL CENTER PLAZA | Alexandria | VA | 22314 | 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 | |
| James & Nancy Kaser Scholarship | ||||||||
| SANDHILLS COMMUNITY COLLEGE | Pinehurst | NC | 28374 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | FOUNDATION |
| Jewish Family & Children's Service | ||||||||
| 707 ALEXANDER ROAD | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| Kelly Rooney Foundation | ||||||||
| PO Box 158 | Wayne | PA | 19087 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | |
| 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. | $500 | |
| LaCrosse County Historical Society | ||||||||
| PO Box 1272 | LaCrosse | WI | 54602 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| Lighthouse International | ||||||||
| 111 East 59th Street | New York | NY | 10022 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Lyme MD Foundation | ||||||||
| JOHNS HOPKINS AT GREENSPRING | Lutherville | MD | 21093 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $75,000 | STATION |
| Marina Orth Foundation | ||||||||
| 4907 Rockwood Parkway NW | Washington | DC | 20016 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Match(Be The Match) Foundation | ||||||||
| 3001 Broadway StNE Suite 601 | Minneapolis | MN | 55413 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| 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 | |
| Metropolitan Opera | ||||||||
| Lincoln Center | New York | NY | 10023 | 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. | $1,000 | |
| 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 | ||||||||
| 61 Sparks Avenue | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| Nantucket Community Sailing | ||||||||
| C/O John Stanton PO Box 2424 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| Nantucket Conservation Foundation | ||||||||
| 118 Cliff Road | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $253,000 | |
| Nantucket Cottage Hospital Foundation | ||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,400 | |
| Nantucket Ice | ||||||||
| 3 Hinckley Lane | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| National Council on Economic Education | ||||||||
| 1140 Avenue of the Americas | New York | NY | 10036 | 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 | |
| National Wildlife Federation | ||||||||
| 1110 Wilderness Center Drive | Reston | VA | 20190 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| 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 | ||||||||
| 1920 L St NW | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| New York Botanical Garden | ||||||||
| 200th Street Kazimiroff Boulevard | Bronx | NY | 10458 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| 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 | |
| Ohio Basketball Hall of Fame Museum | ||||||||
| 118 Graceland Blvd 189 | Columbus | OH | 43214 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $4,000 | |
| 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. | $15,000 | |
| Our Lady of Sorrows Church | ||||||||
| 3816 East State Street | Hamilton | NJ | 08619 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Park Avenue Elementary School PTO | ||||||||
| 280 Park Avenue | Freehold | NJ | 07728 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,200 | |
| Peter Benchley Ocean Awards | ||||||||
| Blue Frontier Campaign- PO Box 1967 | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $3,000 | |
| PHCS Foundation | ||||||||
| 3626 US Route 1 | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Pillar of Fire International | ||||||||
| 10 Chapel Drive | Zaraphath | NJ | 08890 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,800 | |
| Planned Parenthood of Mercer County NJ | ||||||||
| 437 E State St | Trenton | NJ | 08648 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $250 | |
| Population Council | ||||||||
| 1 DAG HAMMARSKJOLD PLZ | New York | NY | 10017 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| Princeton Day School | ||||||||
| 650 Great Road | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Princeton Family YMCA | ||||||||
| 59 Paul Robson Place | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,500 | |
| Princeton Symphony Orchestra | ||||||||
| PO Box 250 | Princton | NJ | 08542 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,500 | |
| 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 | 22314 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Riverdale Neighborhood House | ||||||||
| 5521 Mosholu Avenue | Bronx | NY | 10471 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Rock and Roll Hall of Fame | ||||||||
| 1 Key Plaza | Cleveland | OH | 44114 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $12,500 | |
| Ronald Reagan Presidential Foundation | ||||||||
| 40 PRESIDENTIAL DRIVE | Simi Valley | CA | 93065 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $50,000 | |
| Salvation Army | ||||||||
| PO Box 3170 | Union | NJ | 07083 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| San Francisco Film Society | ||||||||
| 39 MESA STREET | San Francisco | CA | 94129 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| 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. | $10,000 | |
| 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 de Paul Society | ||||||||
| 157 W White Horse Pike | Berlin | NJ | 08009 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,100 | |
| St Mary's Greek Orthodox Church | ||||||||
| 3450 Irving Avenue | Minneapolis | MN | 55408 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| St Vincent Academy | ||||||||
| 228 W Market Street | Newark | NJ | 07103 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,100 | |
| Stonybrook-Millstone Watershed Assoc | ||||||||
| 31 Titus Mill Road | Pennington | NJ | 08534 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Storm King Art Center | ||||||||
| PO Box 280 Old Pleasant Hill RD | Mountainville | NY | 10953 | None | 501 ( c ) (3) | To help further charitable purposes of organization | $15,000 | |
| Studio in a School | ||||||||
| 410 West 59th Street | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $6,600 | |
| Studio in a School | ||||||||
| 410 West 59th Street | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $114,816 | |
| Tuckernuck Land Trust | ||||||||
| 6 Ash Lane 2nd Floor PO Box 1093 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| USA Hockey | ||||||||
| 1775 Bob Johnson Drive | Colorado Springs | CO | 90906 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| UNFUNA-USA | ||||||||
| 1800 MASSACHUSETTS AVENUE NW | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| 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 | |
| US Rowing | ||||||||
| 2 Wall Street | Princeton | NJ | 08540 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $2,000 | |
| USO | ||||||||
| 601 Indiana Avenue NW | Washington | DC | 20004 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300 | |
| Whittier College | ||||||||
| PO Box 634 | Whittier | CA | 90608 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $1,000 | |
| Wistar Institute | ||||||||
| 3601 Spruce Street | Phila | PA | 19104 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| Wm B Cartier '89 Memorial Scholarship Fund | ||||||||
| TRINITY-PAWLING SCHOOL- 70 Route 22 | Pawling | NY | 12564 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $5,000 | |
| WNET Patron Network | ||||||||
| 825 Eighth Avenue | New York | NY | 10019 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| WRTI-FM | ||||||||
| 1509 Cecil B Moore Ave | Phila | PA | 19121 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $500 | |
| 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 Pd Dur Yr | $2,350,296 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Athletes for Hope | ||||||||
| 3 Bethesda Metro-Suite 450 | Bethesda | MD | 20814 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300,000 | |
| Beyond Sustainability thru Cross Cultural Journeys FDN | ||||||||
| PO Box 1369 | Sausalito | CA | 94966 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Childrens Scholarship Fund | ||||||||
| 8 W 38TH STREET | New York | NY | 10018 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| Cleveland Institute of Art | ||||||||
| 11141 East Boulevard | Cleveland | OH | 44106 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $300,000 | |
| Cleveland Museum of Art | ||||||||
| 11150 East Boulevard | Cleveland | OH | 44195 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $542,500 | |
| Community Foundation for Nantucket | ||||||||
| PO Box 204 | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $48,000 | |
| Earthjustice | ||||||||
| 426 17th Street 6th Floor | Oakland | CA | 94612 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $600,000 | |
| Eiteljorg Museum | ||||||||
| 500 Washington Street | Indianapolis | IN | 46204 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $75,000 | |
| Groton School | ||||||||
| 282 Farmers Row PO Box 991 | Groton | CT | 01450 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $485,000 | |
| Harvard Management Company- Eye Study | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $134,497 | |
| Hiram College | ||||||||
| PO Box 67 | Hiram | OH | 44234 | 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. | $9,000 | |
| Nantucket Athenium | ||||||||
| 1 India Street | Nantucket | MA | 02554 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $6,000 | |
| Nantucket Conservation Foundation | ||||||||
| PO Box 13 | Nantucket | MA | 02254 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $250,000 | |
| NatureBridge | ||||||||
| PO Box 1016 | San Francisco | CA | 94108 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $25,000 | |
| ResearchAmerica | ||||||||
| 1101 King Street Suite 520 | Alexandria | VA | 223142960 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $75,000 | |
| Ronald Reagan Legacy Project | ||||||||
| 722 12th Street NW | Washington | DC | 20005 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $100,000 | |
| SharkSavers | ||||||||
| 419 Lafayette Street | New York | NY | 10003 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $10,000 | |
| Shelly Davis Memorial Fund | ||||||||
| 1126 16th Street NW Suite 270 | Washington | DC | 20036 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $15,000 | |
| Stonybrook-Millstone Watershed Assoc | ||||||||
| 31 Titus Mill Road | Pennington | NJ | 08534 | None | 501 ( c ) (3) | To help further charitable purposes of organization. | $75,000 | |
| 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. | $45,000 | Suite 015 |
| 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 | $3,404,997 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,667 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,644 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,072 | ExclusionAmt |
| Related Or Exempt Function Incm | -$950,020 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $602,182 | ExclusionAmt |
| Related Or Exempt Function Incm | -$950,020 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$347,838 | 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 | Loss on disposition of investment portfolio assets | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gund Investment Corp | CategoryTxt |
| Amt | $340,000 | Amt |
| Net Investment Income | $340,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Gilead Sciences | $281,853 | $56,738,050 |
| Covance Inc | $1,112,124 | $8,735,552 |
| Corning Inc | $2,992,807 | $8,920,692 |
| Artisan Int'l Fund | $1,846,717 | $2,623,791 |
| WF Closed End Int'l Fund | $1,626,306 | $1,626,306 |
| Align Technologies | $380,000 | $11,428,000 |
| Artisan Global Opportunities Fd | $2,785,000 | $3,350,417 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Decrease associated with assets sold | Description |
| Amount | $269,429 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WF Fund Investment Fees | $11,432 | $11,432 | $0 |
| Bank Fees | $75 | $75 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WF Closed End FD-K-1 Sec 475 | $299,238 | $299,238 | $299,238 |
| WF Cl End FD- K-1 (sec 988) | $561 | $561 | $561 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Appreciation of stock gifted to charitable organizations | Description |
| Amount | $634,438 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $1,098 | Amt |
| Net Investment Income | $1,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |