GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-11
IRS object ID: 201111319349102506
Schema version: 2010v3.2
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 Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-11T15:18:13-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-01-01	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	2011-05-11	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2010	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	47666490	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	40933	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	40933	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	328840	DividendsRevAndExpnss
Dividends Net Invst Incm	328840	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-461348	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	5226442	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	-91575	TotalRevenueAndExpenses
Total Net Investment Income	369773	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	300000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	300000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	5834	InterestRevAndExpnss
Interest Net Invst Incm	5834	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	23283	TaxesRevAndExpnss
Taxes Net Invst Incm	23283	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	-87833	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	33258	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	241284	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	362375	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	10312724	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	10312724	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	10554008	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	362375	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	10312724	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-10645583	ExcessOfRevenueOverExpenses
Net Investment Income	7398	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	107923	CashBOY
Cash EOY	51811	CashEOY
Cash EOYFMV	51811	CashEOYFMV
Savings And Temp Cash Invst BOY	1501708	SavingsAndTempCashInvstBOY
Investments Corp Stock BOY	21301505	InvestmentsCorpStockBOY
Investments Corp Stock EOY	20492214	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	47514679	InvestmentsCorpStockEOYFMV
Investments Other BOY	200000	InvestmentsOtherBOY
Investments Other EOY	100000	InvestmentsOtherEOY
Investments Other EOYFMV	100000	InvestmentsOtherEOYFMV
Total Assets BOY	23111136	TotalAssetsBOY
Total Assets EOY	20644025	TotalAssetsEOY
Total Assets EOYFMV	47666490	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	23111136	UnrestrictedBOY
Unrestricted EOY	20644025	UnrestrictedEOY
Total Net Assets BOY	23111136	TotalNetAssetsBOY
Total Net Assets EOY	20644025	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	23111136	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	20644025	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	23111136	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-10645583	ExcessOfRevenueOverExpenses
Other Increases	8178472	OtherIncreases
Subtotal	20644025	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	20644025	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis
Aurelian Partners	P	2010-06-30	2010-06-30	56785	56785
Aurelian Partners	P	2010-06-30	2010-06-30	54802	54802
Gilead Sciences	P	1998-06-15	2010-09-16	429753	429753	440933	11180
Bank of America	P	1994-01-11	2010-11-19	425915	425915	501941	76026
GMO Int'l Equity Fund	P	2010-06-30	2010-09-30	-1428603	-1428603	4283568	5712171

Field	Value	IRS element (for citing)
Capital Gain Net Income	-461348	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	6319475	QualifyingDistributionsYear1
Noncharitable Assets Year1	61969158	NoncharitableAssetsYear1
Distribution Ratio Year1	0.101978	DistributionRatioYear1
Qualifying Distributions Year2	6112250	QualifyingDistributionsYear2
Noncharitable Assets Year2	84990708	NoncharitableAssetsYear2
Distribution Ratio Year2	0.071917	DistributionRatioYear2
Qualifying Distributions Year3	6882205	QualifyingDistributionsYear3
Noncharitable Assets Year3	91697775	NoncharitableAssetsYear3
Distribution Ratio Year3	0.075053	DistributionRatioYear3
Qualifying Distributions Year4	5348328	QualifyingDistributionsYear4
Noncharitable Assets Year4	84547245	NoncharitableAssetsYear4
Distribution Ratio Year4	0.063258	DistributionRatioYear4
Qualifying Distributions Year5	4190671	QualifyingDistributionsYear5
Noncharitable Assets Year5	71536442	NoncharitableAssetsYear5
Distribution Ratio Year5	0.058581	DistributionRatioYear5
Total Distribution Ratio	0.370787	TotalDistributionRatio
Average Distribution Ratio	0.074157	AverageDistributionRatio
Net Noncharitable Assets	53650341	NetNoncharitableAssets
Adjusted Noncharitable Assets	3978548	AdjustedNoncharitableAssets
One Percent Net Investment Income	74	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	3978622	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	10312724	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	74	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	74	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	74	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	9500	EstTaxPaymentsAndOverpayment
Total Credits And Payments	9500	TotalCreditsAndPayments
Overpayment	9426	Overpayment
Amount Credited To Next Year	9426	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	54014588	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	352763	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	100000	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	54467351	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	54467351	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	817010	CashDeemedCharitable
Net Noncharitable Assets	53650341	NetNoncharitableAssets
Minimum Investment Return	2682517	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2682517	MinimumInvestmentReturn
Tax Based On Investment Income	74	TaxBasedOnInvestmentIncome
Total Tax	74	TotalTax
Distributable Amount Before Adj	2682443	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2682443	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2682443	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	10312724	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	10312724	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	74	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	10312650	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2682443	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	639553	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	1120966	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	2395641	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1998126	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	3239835	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	9394121	TotalExcessDistriCarryover
Qualifying Distributions	10312724	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	2682443	AppliedToCurrentYear
Remaining Distri From Corpus	7630281	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	17024402	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	639553	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	16384849	ExcessDistriCyovToNextYear
Excess From Year4	1120966	ExcessFromYear4
Excess From Year3	2395641	ExcessFromYear3
Excess From Year2	1998126	ExcessFromYear2
Excess From Year1	3239835	ExcessFromYear1
Excess From Current Year	7630281	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (146 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
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 Institute
One Dupont Circle NW Suite 700	Washington	DC	20036	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
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
Artist Association Nantucket
28 Centre Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
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
Autism Speaks
2 Park Avenue 11th Floor	New York	NY	10016	None	501 ( c ) (3)	To help further charitable purposes of organization.	$60
Bolles School
7400 San Jose Boulevard	Jacksonville	FL	32217	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
CCEF Nickerson
14 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
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
Carsons Scholars Fund
305 W Chesapeake Avenue	Towson	MD	21204	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Center on Addition and Substance Abuse
633 Third Avenue 19th Floor	New York	NY	10017	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Celeveland Clinic Foundation
9500 Euclid Avenue	Cleveland	OH	44195	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
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.	$50,000
Conservation Fund
1800 N Kent Street Suite 1120	Arlington	VA	22209	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Cross Cultural Journeys Foundation
PO Box 1369	Sausalito	CA	94966	None	501 ( c ) (3)	To help further charitable purposes of organization.	$37,500
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.	$1,500
Cystic Fibrosis Foundation
6931 Arlington Road	Bethesda	MD	20814	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
D&R Greenway Land Trust
One Princeton Place	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
Eiteljorg Museum
500 Washington Street	Indianapolis	IN	46204	None	501 ( c ) (3)	To help further charitable purposes of organization.	$12,500
Enable America
101 E Kennedy Boulevard	Tampa	FL	33602	None	501 ( c ) (3)	To help further charitable purposes of organization.	$100,000
Environmental Defense Fund
257 Park Avenue South	New York	NY	10010	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Exploring the Arts
215 Park Avenue South Suite 2014	New York	NY	10003	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
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.	$500,000
Foundation Fighting Blindness
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$60,000
Foundation Fighting Blindness
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$125,000
Foundation Fighting Blindness
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250,000
Foundation Fighting Blindness
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
Franklin Township PBA
PO Box 154	Somerset	NJ	08873	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
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.	$500
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
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
Goodwill Industries
4-21 27th Avenue	Astoria	NY	11102	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Grace Brethren Church
355 Panama	Chico	CA	95973	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Griggstown Volunteer Fire Co
1037 Canal Road	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$550
Groton School
Box 991	Groton	MA	91450	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,500
Groton School
Box 991	Groton	MA	91450	None	501 ( c ) (3)	To help further charitable purposes of organization.	$657
Grounds for Sculpture
18 Fairgrounds Road	Hamilton	NJ	08619	None	501 ( c ) (3)	To help further charitable purposes of organization.	$25,000
Guggenheim Museum
1071 Fifth Avenye	New York	NY	10128	None	501 ( c ) (3)	To help further charitable purposes of organization.	$32,000
Harvard University
124 Mount Auburn Street	Cambridge	MA	02138	None	501 ( c ) (3)	To help further charitable purposes of organization.	$20,000
Harvard University - annual fund
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 South Suite 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
Hofstra University
Shaprio Alumni House 150 Hofstra	Hempstead	NY	11550	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,000	University
Horatio Alger Association
99 Canal Center Plaza	Alexandria	VA	22314	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
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
Kendall Park First Aid
PO Box 5064	Kendall Park	NJ	08824	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
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
Massachusetts - SPCA
350 South Huntington Avenue	Broston	MA	02130	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Mercy Home for Boys & Girls
1140 W Jackson Boulevard	Chicago	IL	60607	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,200
Museum of Modern Art
11 West 53rd Street	New York	NY	10019	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Nantucket Boys & Girls Club
PO Box 269	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$7,500
Nantucket Community Sailing
PO Box 2424	Nantucket	MA	02584	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Nantucket Cottage Hospital
57 Prospect Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,000
Nantucket Cottage Hospital
57 Prospect Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
Nantucket Fireman's Association
137 Pleasant Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$600
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 Life Saving Museum
4 Winter Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
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
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
Nature Conservancy
4245 North Fairfax Drive Suite 100	Arlington	VA	22203	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
New Jersey State Library
185 West State Street	Trenton	NJ	08625	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,000
New York Botanical Garden
200th Street Kazimiroff Boulevard	Bronx	NY	10458	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Ocean Township Hadassah
48 Ascot Drive	Wayside	NJ	07712	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Ohio Basketball Hall of Fame
524 Colonial Avenue	Worthington	OH	43085	None	501 ( c ) (3)	To help further charitable purposes of organization.	$1,250
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.	$5,000
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
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.	$10,000
Population Council
One Dag Hammarskjold Plaza	New York	NY	10164	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
Prescott College
PO Box 10668	Prescott	AZ	86304	None	501 ( c ) (3)	To help further charitable purposes of organization.	$13,000
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 Day School
PO Box 75	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$12,500
Princeton Senior Resource Center
45 Stockton Street	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Project Hope
255 Carter Hall Lane	Millwood	VA	22646	None	501 ( c ) (3)	To help further charitable purposes of organization.	$400
Research America
1101 King Street Suite 520	Alexandria	VA	22314	None	501 ( c ) (3)	To help further charitable purposes of organization.	$25,000
Resource Innovation Group
PO Box 51182	Eugene	OR	98405	None	501 ( c ) (3)	To help further charitable purposes of organization.	$126,500
Rock and Roll Hall of Fame
1 Key Plaza	Cleveland	OH	44114	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
Rocky Hill Hook & Ladder
PO Box 175	Rocky Hill	NJ	08553	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250
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.	$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 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
Saint Paul Church
214 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
Salvation Army
PO Box 956	Somerville	NJ	08876	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
Save our Sound
4 Barnstable Road	Hyannis	MA	02601	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
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.	$5,000
South Brunswick Social Services
PO Box 190 Municipal Complex	Monmouth Junction	NJ	08852	None	501 ( c ) (3)	To help further charitable purposes of organization.	$100
Stonybrook-Millstone Watershed
31 Titus Mill Road	Pennington	NJ	08534	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
Studio in a School
410 West 59th Street	New York	NY	10019	None	501 ( c ) (3)	To help further charitable purposes of organization.	$70,000
Tregoe Education Forum
Research Road PO Box 289	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$200,000
Tregoe Education Forum
Research Road PO Box 289	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$100,000
Trinity Counseling Service
22 Stockton Street	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Trinity Counseling Service
22 Stockton Street	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
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
UJA - Federation of NY Sports
130 East 59th Street Suite 969	New York	NY	10022	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
USO
601 Indiana Avenue NW	Washington	DC	20004	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
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
United Way
3131 Princeton Pike Building 4	Lawrenceville	NJ	08648	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
WGBH
One Guest Street	Boston	MA	02135	None	501 ( c ) (3)	To help further charitable purposes of organization.	$42,000
WNET
450 West 33rd Street	New York	NY	10001	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,000
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
Yale
60 College Street Room 600 PO Box	New Haven	CT	06520	None	501 ( c ) (3)	To help further charitable purposes of organization.	$264	208034
Zarepath Christian Church
14 Chapel Drive	Zarephath	NJ	08890	None	501 ( c ) (3)	To help further charitable purposes of organization.	$400
Prior Year 2010 Voided Checks
14 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	-$5,300
Autism Speaks
2 Park Avenue 11th Floor	New York	NY	10016	None	501 ( c ) (3)	To help further charitable purposes of organization.	$29,880
Autism Speaks
2 Park Avenue 11th Floor	New York	NY	10016	None	501 ( c ) (3)	To help further charitable purposes of organization.	$970,060
EarthJustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$748,008
EarthJustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$155,835
EarthJustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$559,650
EarthJustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$48,022
FFB
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$3,731,000
FFB
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$414,460
Groton School
Box 991	Groton	MA	91450	None	501 ( c ) (3)	To help further charitable purposes of organization.	$100,845
Groton School
Box 991	Groton	MA	91450	None	501 ( c ) (3)	To help further charitable purposes of organization.	$634,270
Yale
60 College Street Room 600 PO Box	New Haven	CT	06520	None	501 ( c ) (3)	To help further charitable purposes of organization.	$349,763	208034
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
American BoyChoir School
19 Lambert Drive	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500
American Cancer Society
11701 Stonehollow Drive Suite 500	Washington	DC	20005	None	501 ( c ) (3)	To help further charitable purposes of organization.	$300
American Foundation for the Blind
145 West 45th Street Suite 300	New York	NY	10036	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,500
American Red Cross - National
PO Box 37243	Washington	DC	20013	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000
American Red Cross - New Jersey
707 Alexander Road Suite 101	Princeton	NJ	08540	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	10312724	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
America's 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 Beyond SightArt Ed For the Blind
589 Broadway	New York	NY	10012	None	501 ( c ) (3)	To help further charitable purposes of organization.	$54,000
Athletes for Hope
5335 Wisconsin Avenue NW Suite 850	Washington	DC	20015	None	501 ( c ) (3)	To help further charitable purposes of organization.	$350,000
Autism Speaks
2 Park Avenue 11th Floor	New York	NY	10016	None	501 ( c ) (3)	To help further charitable purposes of organization.	$2,000,060
Cleveland Museum of Art
11150 East Boulevard	Cleveland	OH	44106	None	501 ( c ) (3)	To help further charitable purposes of organization.	$170,000
Combat Blindness Foundation
PO Box 5332	Madison	MI	03705	None	501 ( c ) (3)	To help further charitable purposes of organization.	$5,000
Community Foundation for Nantucket
PO Box 204	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$100,000
Earthjustice
426 17th Street 6th Floor	Oakland	CA	94612	None	501 ( c ) (3)	To help further charitable purposes of organization.	$786,246
Farmworker Justice (Shelly Davis)
1126 16th Street NW Suite 270	Washington	DC	20036	None	501 ( c ) (3)	To help further charitable purposes of organization.	$25,000
FFB - Susan Davis Interantional
PO Box 17279	Baltimore	MD	21298	None	501 ( c ) (3)	To help further charitable purposes of organization.	$240,000
Groton School
Box 991	Groton	MA	91450	None	501 ( c ) (3)	To help further charitable purposes of organization.	$657
Guggenheim Museum
1071 Fifth Avenye	New York	NY	10128	None	501 ( c ) (3)	To help further charitable purposes of organization.	$32,000
LymeMD Foundation
10755 Falls Road Suite 200	Lutherville	MD	21093	None	501 ( c ) (3)	To help further charitable purposes of organization.	$225,000
Miraclefeet
14 Nassau Street	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$50,000
Nantucket Conservation Foundation
PO Box 13	Nantucket	MA	02254	None	501 ( c ) (3)	To help further charitable purposes of organization.	$500,000
Nantucket Cottage Hospital
57 Prospect Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$30,000
Nantucket Life-Saving Museum
4 Winter Street	Nantucket	MA	02554	None	501 ( c ) (3)	To help further charitable purposes of organization.	$10,000
Princeton Area Community Foundation (Bill Burk)
15 Princess Road	Lawrenceville	NJ	08648	None	501 ( c ) (3)	To help further charitable purposes of organization.	$50,000
Resource Innovation Group
PO Box 51182	Eugene	OR	98405	None	501 ( c ) (3)	To help further charitable purposes of organization.	$258,500
Ronald Reagan Legacy Project
722 12th Street NW	Washington	DC	20005	None	501 ( c ) (3)	To help further charitable purposes of organization.	$250,000
Sharon Arts Center
457 NH Route 123	Sharon	NH	03458	None	501 ( c ) (3)	To help further charitable purposes of organization.	$75,000
Studio In A School
410 West 59th Street	New York	NY	10019	None	501 ( c ) (3)	To help further charitable purposes of organization.	$210,000
Tregoe Educational Forum - Challenge Commitment
Research Road PO Box 289	Princeton	NJ	08542	None	501 ( c ) (3)	To help further charitable purposes of organization.	$200,000
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.	$25,000	Suite 015
University of Pennsylvania
3535 Market Street Suite 70	Philadelphia	PA	19104	None	501 ( c ) (3)	To help further charitable purposes of organization.	$110,000
William B Cartier '89 Scholarship Fund
700 Route 22	Pawling	NY	12564	None	501 ( c ) (3)	To help further charitable purposes of organization.	$15,000
Yale University
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

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	6171463	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	$40,933	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$328,840	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	-$461,348	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	-$91,575	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	-91575	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	$300,000	Amount
Net Investment Income	300000	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (9 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Gilead Sciences	318084	15510720
Covance Inc	1177136	5141000
Corning Inc	2991807	9671592
Key Bank	26186	637200
LongLeaf Partners, Custodian	4286728	3496129
Aurelian Partners	3102507	3102507
GMO Emerging Markets Fund	4123135	5252368
Artisan Int'l Fund	2540291	2776823
WF Closed End Int'l Fund	1926340	1926340

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
Miscellaneous Expenses	26	26
Aurlian Partners Investment Fees	30315	30315
WF Fund Investment Fees	2917	2917
Federal Tax Refund	-121091	0

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
Appreciation of stock gifted to charitable organizations	$7,605,523
Aurelian Partners unrealized appreciation of assets	$572,949

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Foreign Taxes	Category
Amount	$23,283	Amount
Net Investment Income	23283	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps