GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-11
IRS object ID: 201201329349101050
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-11T09:45:34-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	132622841	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GUND INVESTMENT CORPORATION	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	222987293	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Gordon and Llura Gund Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	GORD	NameControl
Phone	6099213633	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Gordon Gund	Name
Title	Trustee	Title
Phone	6099213633	Phone
Date Signed	2012-05-11	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Theodore W Baker	Name
PTIN	P01084339	PTIN
Phone	6099213633	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	34255787	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	12898	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	12898	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	196922	DividendsRevAndExpnss
Dividends Net Invst Incm	196922	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	669868	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	5961671	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	669868	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	1783	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	1783	OtherIncomeNetInvstIncm
Total Revenue And Expenses	881471	TotalRevenueAndExpenses
Total Net Investment Income	881471	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	330000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	330000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	2523	InterestRevAndExpnss
Interest Net Invst Incm	2523	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	11670	TaxesRevAndExpnss
Taxes Net Invst Incm	11670	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	264804	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	264804	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	608997	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	608997	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	9723743	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	9723743	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	10332740	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	608997	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	9723743	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-9451269	ExcessOfRevenueOverExpenses
Net Investment Income	272474	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	51811	CashBOY
Cash EOY	254905	CashEOY
Cash EOYFMV	254905	CashEOYFMV
Investments Corp Stock BOY	20492214	InvestmentsCorpStockBOY
Investments Corp Stock EOY	12848881	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	33900882	InvestmentsCorpStockEOYFMV
Investments Other BOY	100000	InvestmentsOtherBOY
Investments Other EOY	100000	InvestmentsOtherEOY
Investments Other EOYFMV	100000	InvestmentsOtherEOYFMV
Total Assets BOY	20644025	TotalAssetsBOY
Total Assets EOY	13203786	TotalAssetsEOY
Total Assets EOYFMV	34255787	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	20644025	UnrestrictedBOY
Unrestricted EOY	13203786	UnrestrictedEOY
Total Net Assets BOY	20644025	TotalNetAssetsBOY
Total Net Assets EOY	13203786	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	20644025	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	13203786	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	20644025	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-9451269	ExcessOfRevenueOverExpenses
Other Increases	2011030	OtherIncreases
Subtotal	13203786	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	13203786	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis
Aurelian Partners K-1	P	2011-01-01	2011-06-30	161454	161454	161454
Aurelian Partners K-1	P	2010-01-01	2011-12-31	122851	122851	122851
Wells Fargo Int Closed End Fund	P	2010-01-01	2011-11-01	630000	13294	13294	616706
Long Leaf Partners	P	2009-01-01	2011-11-18	1035000	-339093	-339093	1374093
Gilead Sciences, Inc. (RBC)	P	1997-05-23	2011-05-09	176113	172415	172415	3698
GMO Emerging Markets Fund	P	2009-10-30	2011-11-22	2314275	-65143	-65143	2379418
Artisan Funds	P	2010-01-01	2011-11-18	925000	7112	7112	917888
Capital Gains Dividends	P			596978	596978	596978

Field	Value	IRS element (for citing)
Capital Gain Net Income	669868	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	10312650	QualifyingDistributionsYear1
Noncharitable Assets Year1	53650341	NoncharitableAssetsYear1
Distribution Ratio Year1	0.192220	DistributionRatioYear1
Qualifying Distributions Year2	6319475	QualifyingDistributionsYear2
Noncharitable Assets Year2	61969158	NoncharitableAssetsYear2
Distribution Ratio Year2	0.101978	DistributionRatioYear2
Qualifying Distributions Year3	6112250	QualifyingDistributionsYear3
Noncharitable Assets Year3	84990708	NoncharitableAssetsYear3
Distribution Ratio Year3	0.071917	DistributionRatioYear3
Qualifying Distributions Year4	6882205	QualifyingDistributionsYear4
Noncharitable Assets Year4	91697775	NoncharitableAssetsYear4
Distribution Ratio Year4	0.075053	DistributionRatioYear4
Qualifying Distributions Year5	5348328	QualifyingDistributionsYear5
Noncharitable Assets Year5	84547245	NoncharitableAssetsYear5
Distribution Ratio Year5	0.063258	DistributionRatioYear5
Total Distribution Ratio	0.504426	TotalDistributionRatio
Average Distribution Ratio	0.100885	AverageDistributionRatio
Net Noncharitable Assets	44170739	NetNoncharitableAssets
Adjusted Noncharitable Assets	4456165	AdjustedNoncharitableAssets
One Percent Net Investment Income	2725	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	4458890	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	9723743	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2725	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	2725	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	2725	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	9426	EstTaxPaymentsAndOverpayment
Total Credits And Payments	9426	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	6701	Overpayment
Amount Credited To Next Year	6701	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	NJ	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	Theodore W Baker	BooksInCareOfPersonName
Books In Care Of Phone Number	6099213633	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	44280487	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	462903	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	100000	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	44843390	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	44843390	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	672651	CashDeemedCharitable
Net Noncharitable Assets	44170739	NetNoncharitableAssets
Minimum Investment Return	2208537	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2208537	MinimumInvestmentReturn
Tax Based On Investment Income	2725	TaxBasedOnInvestmentIncome
Total Tax	2725	TotalTax
Distributable Amount Before Adj	2205812	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2205812	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2205812	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	9723743	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	9723743	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2725	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	9721018	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2205812	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	1120966	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	2395641	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	1998126	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	3239835	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	7630281	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	16384849	TotalExcessDistriCarryover
Qualifying Distributions	9723743	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	2205812	AppliedToCurrentYear
Remaining Distri From Corpus	7517931	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	23902780	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	1120966	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	22781814	ExcessDistriCyovToNextYear
Excess From Year4	2395641	ExcessFromYear4
Excess From Year3	1998126	ExcessFromYear3
Excess From Year2	3239835	ExcessFromYear2
Excess From Year1	7630281	ExcessFromYear1
Excess From Current Year	7517931	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (159 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
Abe Brown Ministries
2921 N 29th Street	Tampa	FL	33605	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Advanced Medical Research Foundation
1101 Beacon Street	Brookline	MA	02446	None	501 ( c ) (3)	To help further charitable purposes of organization.	$15,000
Alzheimer's Association
400 Morris Ave	Denville	NJ	07834	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,900
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
Americas Promise Alliance
1110 Vermont Avenue NW Suite 900	Washington	DC	20005	None	501 ( c ) (3)	To help further charitable purposes of organization.	$50,000
Art Council of Princeton
102 Witherspoon Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$18,000
Art Education for the Blind
589 Broadway	New York	NY	10012	None	501 ( c ) (3)	To help further charitable purposes of organization.	$53,000
Artist Association Nantucket
28 Centre Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
Artspace at Homefront Inc
114 South bell Ave	Yardley	PA	10032	None	501 ( c ) (3)	To help further charitable purposes of organization.	$7,500
ARVO Foundation for Eye Research
1801 Rockville Pike	Rockville	MD	20852	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
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
0401 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
Autism Speaks
2 Park Avenue 11th Floor	New York	NY	10016	None	501 ( c ) (3)	To help further charitable purposes of organization.	$455,040
Autism Speaks
2 Park Avenue 11th Floor	New York	NY	10016	None	501 ( c ) (3)	To help further charitable purposes of organization.	$545,320
Beech Brook Annual Fund
3737 Lander Rd	Cleveland	OH	44124	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Bolles School
7400 San Jose Boulevard	Jacksonville	FL	32217	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,500
Brian Hubband Memorial Fund
148 Kay St	Newport	RI	02840	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.	$500	820
Cameron & Hayden Lord Foundation
110 Riverside Drive 12C	New York	NY	10024	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
Canuso Foundation
30 Washington Ave	Haddonfield	NJ	08033	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Carsons Scholars Fund
305 W Chesapeake Avenue	Towson	MD	21204	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
CDH Foundation
27W353 JEWELL ROAD	Winfield	IL	60190	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
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
Citizen's Academy
1827 Ansel Road	Cleveland	OH	44106	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Cleveland Clinic Foundation
9500 Euclid Avenue	Cleveland	OH	44195	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Cleveland Museum of Art
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
Combat Blindness
PO Box 5332	Madison	MI	03705	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Community Foundation for Nantucket
PO Box 204	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$51,000
Community Foundation of New Jersey
35 Knox Hill Road	Morristown	NJ	07963	None	501 ( c ) (3)	To help further charitable purposes of organization.	$25,000
Conservation Fund
1800 N Kent Street Suite 1120	Arlington	VA	22209	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Conservation International
2011 Crystal Drive	Arlington	VA	22202	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Curtis Institute of Music Development
1726 Locust Street	Philadelphia	PA	19103	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Cystic Fibrosis Foundation
6931 Arlington Road	Bethesda	MD	20814	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
Cystic Fibrosis Foundation
6931 Arlington Road	Bethesda	MD	20814	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
EarthJustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$738,224
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.	$5,000
Epiphany School
154 Centre Street	Dorchester	MA	02124	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Fairview Park American Legion Post 738
19311 LORAIN ROAD	Cleveland	OH	44126	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
Faith United Reformed 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.	$1,137,920
Foundation Fighting Blindness
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$980,000
Foundation Fighting Blindness
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,250,000
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.	$5,000
Foundation for Sight & Sound
PO Box 1245	Smithtown	NY	11787	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Franklin Township PBA
PO Box 154	Somerset	NJ	08873	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
Freehold Borough Education Foundation
280 PARK AVENUE	Freehold	NJ	07728	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
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 the OSA
1822 R ST NW	Washington	DC	20009	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Friends of the Princeton Public Library
65 Witherspoon Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Fund for the Arts
623 W Main Street	Louisville	KY	40202	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
GOD's Love We Deliver
166 Avenue of the Americas	New York	NY	10013	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Good Neighbors Family Trust
C/O Legg Mason 100 Internl Drive	Baltimore	MD	21202	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Goodwill Industries
111 East 59th Street	New York	NY	10022	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Grounds for Sculpture
18 Fairgrounds Road	Hamilton	NJ	08619	None	501 ( c ) (3)	To help further charitable purposes of organization.	$30,000
Hadassah
48 ASCOT DRIVE	Ocean	NJ	07712	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Harvard University
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 South Suite 1200	New York	NY	10010	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Hispanic Society of America
613 W 155th Street	New York	NY	10032	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
Historical Society of Princeton
158 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Home Front
1880 Princeton Avenue	Lawrenceville	NJ	08648	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,400
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
Kelly Rooney Foundation
PO Box 158	Wayne	PA	19087	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,500
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
10755 Falls Road Suite 200	Lutherville	MD	21093	None	501 ( c ) (3)	To help further charitable purposes of organization.	$75,000
MACCABI USA
24 Nathan Drive	Towaco	NJ	07082	None	501 ( c ) (3)	To help further charitable purposes of organization.	$20,000
Meridian International Center
1630 Crescent Drive	Washington	DC	20009	None	501 ( c ) (3)	To help further charitable purposes of organization.	$51,500
Middle Atlantic Blind Golf Assoc
340 Springhouse Lane	Moorestown	NJ	08057	None	501 ( c ) (3)	To help further charitable purposes of organization.	$200
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 Community Sailing
PO Box 2424	Nantucket	MA	02584	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Nantucket Conservation Foundation
118 Cliff Road	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250,000
Nantucket Historical Association
5 Washington Street PO Box 1016	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Nantucket Ice
3 Hinckley Lane	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Nantucket Land Council
PO Box 502	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Nantucket Shipwreck and LifeSaving Museum
158 Polpis Road	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Nantucket Yacht Club Foundation
1 South Beach St PO Bx 667	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$200
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.	$25,000
New Jersey State Library- Talking Books & Braiile
2300 STUYVESANT AVENUE	Trenton	NJ	08618	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
New York Botanical Garden
200th Street Kazimiroff Boulevard	Bronx	NY	10458	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Noguchi Museum
32-37 Vernon Boulevard	Long Island City	NY	11106	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
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 Sorrows
3816 East State Street Ext	Hamilton	NJ	08619	None	501 ( c ) (3)	To help further charitable purposes of organization.	$150
Paley Center for Media
25 West 52 Street	New York	NY	10019	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Palliative & Supportive Center of Nantucket
57 Prospect Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Pancreatic Cancer Action Network
1500 Rosencrans Avenue	Manhattan Beach	CA	90266	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,100
Partnership for a Drug Free America
156 Fifth Avenue Suite 1100	New York	NY	10010	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Perkins School for the Blind
175 N Beacon Street	Watertown	MA	02472	None	501 ( c ) (3)	To help further charitable purposes of organization.	$15,000
Peter G Peterson Institute for Economics
1750 MASSACHUSETTS AVENUE	Washington	DC	20036	None	501 ( c ) (3)	To help further charitable purposes of organization.	$600
Pillar of Fire International
10 CHAPEL DRIVE	ZAREPATH	NJ	08890	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,600
Population Council
One Dag Hammarskjold Plaza	New York	NY	10164	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Prescott College
PO Box 10668	Prescott	AZ	86304	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Princeton Area Community Foundation
15 Princess Road	Lawrenceville	NJ	08648	None	501 ( c ) (3)	To help further charitable purposes of organization.	$50,000
Princeton Child Development
300 Cold Soil Road	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Princeton Future
PO Box 1172	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Princeton Senior Resource Center
45 Stockton Street	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,000
Project Hope
255 Carter Hall Lane	Millwood	VA	22646	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Pulmonary Fibrosis Assoc
811 W EVERGREEN AVENUE	Chicago	IL	60642	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Randolph Mountain Club
P O BOX 279	Gorham	NH	03581	None	501 ( c ) (3)	To help further charitable purposes of organization.	$800
Resource Innovation Group
PO Box 51182	Eugene	OR	98405	None	501 ( c ) (3)	To help further charitable purposes of organization.	$262,239
Rock and Roll Hall of Fame
1 Key Plaza	Cleveland	OH	44114	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Ronald Reagan Presidential Foundation
40 PRESIDENTIAL DRIVE	SIMI VALLEY	CA	93065	None	501 ( c ) (3)	To help further charitable purposes of organization.	$50,000
San Francisco Film Society
39 MESA STREET	San Francisco	CA	94129	None	501 ( c ) (3)	To help further charitable purposes of organization.	$40,000
Save our Sound
4 Barnstable Road	Hyannis	MA	02601	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Shark Savers
419 Lafayette Street	New York	NY	10003	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Sharon Arts Center
457 NH Route 123	Sharon	NH	03458	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
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.	$25,000
Skowhegan School of Painting
200 Park Avenue South Suite 1116	New York	NY	10003	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Smilin Pit Bull Rescue
PO Box One	East Aurora	NY	14052	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Solomon Guggenheim Museum
1071 5th Avenue	New York	NY	10128	None	501 ( c ) (3)	To help further charitable purposes of organization.	$32,000
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.	$1,000
St Ann's Church
1253 Lawrence Road	Lawrenceville	NJ	08648	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
St Hedwig's Roman Catholic Church
872 Brunswick Avenue	Trenton	NJ	08638	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
St Mark United Methodist Church
465 Paxson Avenue	Hamilton	NJ	08690	None	501 ( c ) (3)	To help further charitable purposes of organization.	$400
St Mary Our Lady of the Isle Church
PO Box 1168 6 Orange Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
St Mary Our Lady of the Isle Church
PO Box 1168 6 Orange Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250
St Mary Our Lady of the Isle Church
PO Box 1168 6 Orange Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250
St Paul Roman Catholic Church
214 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
St Vincent Academy
228 W Market Street	Newark	NJ	07103	None	501 ( c ) (3)	To help further charitable purposes of organization.	$900
Stonybrook-Millstone Watershed
31 Titus Mill Road	Pennington	NJ	08534	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,500
Studio in a School
410 West 59th Street	New York	NY	10019	None	501 ( c ) (3)	To help further charitable purposes of organization.	$120,000
The Barnes Foundation
300 North Latchs Lane	Merion	PA	19066	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
The Gene Kinasewich Fund
104 Congress Street	Portsmouth	NH	03801	None	501 ( c ) (3)	To help further charitable purposes of organization.	$16,500
Tregoe Education Forum
Research Road PO Box 289	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,336
Tregoe Education Forum
Research Road PO Box 289	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$197,664
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
Two Centre Street Preservation Project
PO BOX 1171	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
UMMFCenter for Mindfulmess
55 LAKE AVENUE	Worchester	MA	01655	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
UNICEF
125 MAIDEN LANE	New York	NY	10038	None	501 ( c ) (3)	To help further charitable purposes of organization.	$600
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 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
3300 Melzerolt Road	Adelphi	MD	20783	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
University of Pennsylvania
3535 Market Street Suite 70	Philadelphia	PA	19104	None	501 ( c ) (3)	To help further charitable purposes of organization.	$110,000
US Assoc for Blind Athletes
33 N Institue Street Brown Hall	Colorado Springs	CO	80903	None	501 ( c ) (3)	To help further charitable purposes of organization.	$12,500	Suite 015
US Rowing
2 Wall Street	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,000
USO
601 Indiana Avenue NW	Washington	DC	20004	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
West Roxbury YMCA
15 BELLEVUE STREET	West Roxbury	MA	02132	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Whittier College
PO Box 634	Whittier	CA	90608	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
William B Cartier '89 Memorial
700 Route 22	Pawling	NY	12564	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Womanspace
1212 STUYVESANT AVENUE	Trenton	NJ	08618	None	501 ( c ) (3)	To help further charitable purposes of organization.	$350
WRTI-FM
1509 Cecil B Moore Ave	Phila	PA	19121	None	501 ( c ) (3)	To help further charitable purposes of organization.	$400
Yale
60 College Street Room 600 PO Box	New Haven	CT	06520	None	501 ( c ) (3)	To help further charitable purposes of organization.	$350,000	208034
Zarepath Christian Church
14 Chapel Drive	Zarephath	NJ	08890	None	501 ( c ) (3)	To help further charitable purposes of organization.	$400

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	9723743	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (27 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	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.	$200,000
Autism Speaks
610 Fifth Avenue	New York	NY	10020	None	501 ( c ) (3)	To help further charitable purposes of organization.	$995,293
Center for Mind-Body Medicine
5225 Connecticut Avenue NW Suite	Washington	DC	20115	None	501 ( c ) (3)	To help further charitable purposes of organization.	$25,000	415
Childrens Scholarship Fund
8 W 38TH STREET	New York	NY	10018	None	501 ( c ) (3)	To help further charitable purposes of organization.	$75,000
Cleveland Institute of Art
11141 East Boulevard	Cleveland	OH	44106	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500,000
Cleveland Museum of Art
11150 East Boulevard	Cleveland	OH	44195	None	501 ( c ) (3)	To help further charitable purposes of organization.	$127,500
Combat Blindness Foundation
PO Box 5332	Madison	WI	53705	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Community Foundation for Nantucket
PO Box 204	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$50,000
Cross Cultural Journeys Foundation
PO Box 1369	Sausalito	CA	94966	None	501 ( c ) (3)	To help further charitable purposes of organization.	$35,000
Earthjustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,500,000
Friends of Nick Foundation
8 W 38TH STREET	New York	NY	10018	None	501 ( c ) (3)	To help further charitable purposes of organization.	$20,000
Girls & Boys Clubs of Nantucket
61 Sparks Avenue	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Harvard University Class of 1962 50th Reunion
124 Mount Auburn Street	Cambridge	MA	02138	None	501 ( c ) (3)	To help further charitable purposes of organization.	$400,000
LymeMD Foundation
10755 Falls Road Suite 200	Lutherville	MD	21093	None	501 ( c ) (3)	To help further charitable purposes of organization.	$75,000
Miraclefeet
14 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$25,000
Nantucket Athenium
1 India Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Nantucket Conservation Foundation
PO Box 13	Nantucket	MA	02254	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250,000
Nantucket Cottage Hospital
57 Prospect Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$30,000
NatureBridge
28 Geary St Suite 650	San Francisco	CA	94108	None	501 ( c ) (3)	To help further charitable purposes of organization.	$35,000
ResearchAmerica
1101 King Street Suite 520	Alexandria	VA	223142960	None	501 ( c ) (3)	To help further charitable purposes of organization.	$125,000
Ronald Reagan Legacy Project
722 12th Street NW	Washington	DC	20005	None	501 ( c ) (3)	To help further charitable purposes of organization.	$150,000
SharkSavers
419 Lafayette Street	New York	NY	10003	None	501 ( c ) (3)	To help further charitable purposes of organization.	$20,000
Sharon Arts Center
457 NH Route 123	Sharon	NH	03458	None	501 ( c ) (3)	To help further charitable purposes of organization.	$75,000
Stonybrook-Millstone Watershed Assoc
31 Titus Mill Road	Pennington	NJ	08534	None	501 ( c ) (3)	To help further charitable purposes of organization.	$95,000
Studio In A School
410 West 59th Street	New York	NY	10019	None	501 ( c ) (3)	To help further charitable purposes of organization.	$240,000
United State Association of Blind Athletes
33 N Institue Street Brown Hall	Colorado Springs	CO	80903	None	501 ( c ) (3)	To help further charitable purposes of organization.	$12,500	Suite 015
William B Cartier '89 Scholarship Fund
700 Route 22	Pawling	NY	12564	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	5087793	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$12,898	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$196,922	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,783	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$669,868	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$881,471	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	881471	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Gund Investment Corp	Category
Amount	$330,000	Amount
Net Investment Income	330000	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (10 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Gilead Sciences	285922	15733492
Covance Inc	1177136	4572000
Corning Inc	2991807	6497788
Key Bank	0	0
LongLeaf Partners, Custodian	3009130	2329326
Aurelian Partners	0	0
GMO Emerging Markets Fund	2289460	2054934
Artisan Int'l Fund	1628543	1633223
WF Closed End Int'l Fund	1093021	1080119
Other Investments	373862	0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	State of Israel Bonds	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	100000	BookValue
EOYFMV	100000	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
Grantham Mayo Expenses	4275	4275
Aurelian Partners Investment Fees K-1	12915	12915
WF Fund Investment Fees	12535	12535
WF CEF -IRC SEC 475 LOSS	235079	235079

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	WF CEF-IRC Sec 988 Net Gain- WF	Description
Revenue And Expenses Per Books	1783	RevenueAndExpensesPerBooks
Net Investment Income	1783	NetInvestmentIncome
Adjusted Net Income	1783	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Appreciation of stock gifted to charitable organizations	Description
Amount	$2,011,030	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Foreign Taxes Paid	Category
Amount	$11,670	Amount
Net Investment Income	11670	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps