STRATEGY STUDIO / PUBLIC DATA EXPLORER

D W GORE FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
D W GORE FAMILY FOUNDATION (EIN 71-1035523)
Tax period
2012-04-01 to 2013-03-31
Filed
2013-07-26
IRS object ID
201322079349100002
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-07-26T07:29:43-05:00Timestamp
Tax Period End Date2013-03-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN510076769EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GUNNIP & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12751 CENTERVILLE RD STE 300AddressLine1
CityWILMINGTONCity
StateDEState
ZIP Code19808ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN711035523EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DW GORE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDWGONameControl
Phone3022255000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12751 CENTERVILLE RD NO 300AddressLine1
CityWILMINGTONCity
StateDEState
ZIP Code19808ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID W GOREName
TitleSECRETARYTitle
Phone5417455169Phone
Date Signed2013-05-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDONALD J BROMLEYName
PTINP00648845PTIN
Phone3022255000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6348FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses100000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1175AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss25TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps25TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss23OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps23OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1223TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1223TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss100000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps100000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss101223TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps101223TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1223ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7571CashBOY
Cash EOY6348CashEOY
Cash EOYFMV6348CashEOYFMV
Total Assets BOY7571TotalAssetsBOY
Total Assets EOY6348TotalAssetsEOY
Total Assets EOYFMV6348TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY7571CapitalStockBOY
Capital Stock EOY6348CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY7571TotalNetAssetsBOY
Total Net Assets EOY6348TotalNetAssetsEOY
Total Liabilities Net Assets BOY7571TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6348TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY7571TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1223ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal6348Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY6348TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1102440QualifyingDistributionsYear1
Noncharitable Assets Year132536NoncharitableAssetsYear1
Distribution Ratio Year13.148512DistributionRatioYear1
Qualifying Distributions Year2101837QualifyingDistributionsYear2
Noncharitable Assets Year231312NoncharitableAssetsYear2
Distribution Ratio Year23.252331DistributionRatioYear2
Qualifying Distributions Year3104758QualifyingDistributionsYear3
Noncharitable Assets Year321324NoncharitableAssetsYear3
Distribution Ratio Year34.912681DistributionRatioYear3
Qualifying Distributions Year4276861QualifyingDistributionsYear4
Noncharitable Assets Year4112267NoncharitableAssetsYear4
Distribution Ratio Year42.466094DistributionRatioYear4
Qualifying Distributions Year588020QualifyingDistributionsYear5
Noncharitable Assets Year529394NoncharitableAssetsYear5
Distribution Ratio Year52.994489DistributionRatioYear5
Total Distribution Ratio16.774107TotalDistributionRatio
Average Distribution Ratio3.354821AverageDistributionRatio
Net Noncharitable Assets31838NetNoncharitableAssets
Adjusted Noncharitable Assets106811AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One106811AdjNonchrtblAssetsAndOnePct
Qualifying Distributions101223QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithDEStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGUNNIP AND COMPANYBooksInCareOfPersonName
Books In Care Of Phone Number3022255000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12751 CENTERVILLE ROAD SUITE 300AddressLine1
CityWILMINGTONCity
StateDEState
ZIP Code19808ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JEFFREY CHEN GORE
23 HALL AVE 2SOMERVILLEMA02144PRESIDENT & TRUSTEE1.00000
EMILY CHEN GORE
119 AVENUE A APT 2RNEW YORKNY10009VICE-PRESIDENT & TRUSTEE1.00000
DAVID WALTON GORE
1233 NW LEWISBURG AVECORVALLISOR97330SECRETARY & TRUSTEE2.00000
HWEI-YUN GORE
1233 NW LEWISBURG AVECORVALLISOR97330TREASURER & TRUSTEE1.00000
RYAN CHEN GORE
1233 NW LEWISBURG AVECORVALLISOR97330TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances32323AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets32323TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets32323AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable485CashDeemedCharitable
Net Noncharitable Assets31838NetNoncharitableAssets
Minimum Investment Return1592MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1592MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1592DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1592DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1592DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions101223ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions101223QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions101223AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1592DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year588020ExcessDistriCarryoverYear5
Excess Distri Carryover Year4275210ExcessDistriCarryoverYear4
Excess Distri Carryover Year3103692ExcessDistriCarryoverYear3
Excess Distri Carryover Year2100271ExcessDistriCarryoverYear2
Excess Distri Carryover Year1100813ExcessDistriCarryoverYear1
Total Excess Distri Carryover668006TotalExcessDistriCarryover
Qualifying Distributions101223QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1592AppliedToCurrentYear
Remaining Distri From Corpus99631RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus767637TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year588020ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year679617ExcessDistriCyovToNextYear
Excess From Year4275210ExcessFromYear4
Excess From Year3103692ExcessFromYear3
Excess From Year2100271ExcessFromYear2
Excess From Year1100813ExcessFromYear1
Excess From Current Year99631ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID WALTON GOREContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN COUNCIL FOR TRUSTEES
1726 M ST NW STE 802WASHINGTONDC200364525NONEOTHER PUBLIC CHARITYEDUCATIONAL RESEARCH$15,000
HARVEST PLUS
2033 K STREET NWWASHINGTONDC20006NONEOTHER PUBLIC CHARITYPREVENT HUNGER$5,000
HERTZ FOUNDATION
2456 RESEARCH DRIVELIVERMORECA945503850NONEOTHER PUBLIC CHARITYCOLLEGE SCHOLARSHIPS$10,000
INNOVATIONS FOR POVERTY ACTION
85 WILLOW STREETBLD BNEW HAVENCT06511NONEOTHER PUBLIC CHARITYDE-WORM THE WORLD PROJECT$20,000
MIT POVERTY ACTION LAB
238 MAIN STREET SUITE 200CAMBRIDGEMA021421012NONEOTHER PUBLIC CHARITYPOVERTY ABATEMENT RESEARCH$30,000
NARSAD
60 CUTTER MILL ROAD SUITE 404GREAT NECKNY11021NONEOTHER PUBLIC CHARITYSCHIZOPHRENIA RESEARCH$10,000
OREGON DESTINATION
4192 NW TAMARACK DRIVECORVALLISOR97330NONEOTHER PUBLIC CHARITYEDUCATIONAL RESEARCH$5,000
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY STREET 3RD FLOORSAN FRANCISCOCA94105NONEOTHER PUBLIC CHARITYEDUCATIONAL RESEARCH$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year100000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number8LineNumber
Relationship StatementFULFILLING THE SOLE ACTIVITY OF THE FOUNDATION MAKING DONATIONS TO TAX EXEMPT ORGANIZATIONSRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDAVID W GOREContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11233 NW LEWISBURG AVEAddressLine1
CityCORVALLISCity
StateORState
ZIP Code97330ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions100000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryGUNNIP AND COMPANYCategory
Amount$1,175Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps1175DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books23RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps23DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFRANCHISE TAXCategory
Amount$25Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps25DisbursementsCharitablePrps