GORDON & LLURA GUND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GORDON & LLURA GUND FOUNDATION (EIN 22-2987293)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349102495
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:21:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222987293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON AND LLURA GUND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 6099213633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 NASSAU STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON GUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6099213633 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC DENNY | PreparerPersonNm |
| PTIN | P01400296 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,578,654 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $209,726 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $285,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $285,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,197,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,197,782 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,957,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,182,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,957,046 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,649,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,440,252 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $316,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $212,311 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $332 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $316,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,353,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,353,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,670,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,565,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,979,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,336,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $801,693 | CashBOYAmt |
| Cash EOY | $993,431 | CashEOYAmt |
| Cash EOYFMV | $993,431 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,114,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,027,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,027,744 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,814,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,564,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,557,479 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,730,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,585,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,578,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,730,757 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,585,786 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,730,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,585,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,730,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,585,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,730,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,979,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,899,026 | OtherIncreasesAmt |
| Subtotal | $23,609,658 | SubtotalAmt |
| Other Decreases | $23,872 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,585,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEY PRIVATE BANK #73048 | P | 2002-11-20 | 2025-06-10 | $19,842,071 | $206,559 | $19,635,512 | $19,635,512 |
| GOLDMAN SACHS 69844-0 | P | 2025-01-01 | 2025-12-31 | $221,510 | $187,355 | $34,155 | $34,155 |
| GOLDMAN SACHS 69844-0 CAPITAL GAIN DISTRIBUTIONS | P | 2024-01-01 | 2025-12-31 | $425 | $425 | $425 | |
| GOLDMAN SACHS 69844-0 | P | 2024-01-01 | 2025-12-31 | $462,725 | $375,045 | $87,680 | $87,680 |
| OMNICOM GROUP CMN | P | 2024-01-01 | 2025-12-12 | $21 | $21 | $21 | |
| GOLDMAN SACHS 69846-5 | P | 2025-01-01 | 2025-12-31 | $190,182 | $191,240 | -$1,058 | -$1,058 |
| GOLDMAN SACHS 69846-5 | P | 2024-01-01 | 2025-12-31 | $1,471,026 | $1,419,178 | $51,848 | $51,848 |
| GOLDMAN SACHS 69846-5 | P | 2025-01-01 | 2025-12-31 | $18,869 | $18,945 | -$76 | -$76 |
| GOLDMAN SACHS17529-4 | P | 2025-01-01 | 2025-12-31 | $98,463 | $94,095 | $4,368 | $4,368 |
| GOLDMAN SACHS17529-4 | P | 2024-01-01 | 2025-12-31 | $877,277 | $733,120 | $144,157 | $144,157 |
| AMENTUM HOLDINGS, INC. CMN | P | 2024-01-01 | 2025-06-18 | $14 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,957,046 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $156,828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $156,828 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $139,742 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE BIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817860504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MONUMENT SQUARE SUITE 220 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON Z GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRANT GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GORDON GUND | ||||||||
| 14 NASSAU STREET | PRINCETON | NJ | 08542 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $128,384,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,631,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,666,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,682,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $136,682,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,050,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,632,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,731,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,731,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296,570 | TotalTaxAmt |
| Distributable Before Adj | $6,435,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,435,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,435,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,565,853 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,565,853 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,435,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,394,884 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,960,308 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,745,999 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,312,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,413,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,565,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,435,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,130,790 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,544,725 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,544,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,394,884 | ExcessFromYear4Amt |
| Excess From Year3 | $16,960,308 | ExcessFromYear3Amt |
| Excess From Year2 | $16,745,999 | ExcessFromYear2Amt |
| Excess From Year1 | $7,312,744 | ExcessFromYear1Amt |
| Excess From Current Year | $6,130,790 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE TO PROTECT NANTUCKET SOUND | ||||||||||||
| 4 BARNSTABLE ROAD | HYANNIS | MA | 02601 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $35,000 | |||||
| AMERICAN INDEPENDENT FOUNDATION | ||||||||||||
| 800 MAINE AVE SW SUITE 500 | WASHINGTON | DC | 20024 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| ASPCA | ||||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| ATHLETES FOR HOPE | ||||||||||||
| 2 BETHESDA METRO CENTER SUITE 1320 | BETHESDA | MD | 20814 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 | |||||
| ATLANTIC SALMON FOUNDATION | ||||||||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |||||
| BORDENTOWN COMMUNITY SOCCERTEAM STORM | ||||||||||||
| 272 DUNNS MILL RD | BORDENTOWN | NJ | 08505 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,600 | |||||
| BRIGHAM AND WOMENS HOSPITAL | ||||||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000,000 | |||||
| BROOKGREENGARDENS | ||||||||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $20,000 | |||||
| CALDER PHILLY CP2023--NEBAUER | ||||||||||||
| 1717 ARCH STREET SUITE 400 | PHILADELPHIA | PA | 19103 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 | |||||
| CAMERON AND HAYDEN LORD FDN | ||||||||||||
| 110 RIVERSIDE DRIVE12C | NEW YORK | NY | 10024 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $20,000 | |||||
| CAMP ABILITIES | ||||||||||||
| 350 NEW CAMPUS DR BROCKPORT | NEW YORK | NY | 14420 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| CENTER 353 | ||||||||||||
| 353 NASSAU STREET | PRINCETON | NJ | 08542 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $40,000 | |||||
| CENTER FOR MIND BODY MEDICINE | ||||||||||||
| 5225 CONNECTICUT AVENUE NW 414 | WASHINGTON | DC | 20015 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $150,000 | |||||
| CHALLENGE ASPEN | ||||||||||||
| 309 SNOWMASS VILLAGE MALL | SNOWMASS VILLAGE | CO | 81615 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| CHARLES MOORE FOUNDATION | ||||||||||||
| 2012 QUARRY ROAD | AUSTIN | TX | 78703 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| COUNCIL ON ECONOMIC EDUCATION | ||||||||||||
| 122 EAST 42ND STREET SUITE 1012 | NEW YORK | NY | 10168 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| CURTIS INSTITUTE OF MUSIC | ||||||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| EARLY FAMILY FPOUNDATION | ||||||||||||
| P O BOX 44 | MERION | PA | 19066 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $30,000 | |||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |||||
| ENVISION DALLAS | ||||||||||||
| 1801 VALLEY VIEW LN | FARMERS BRANCH | TX | 75234 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $3,000 | |||||
| EPIPHANY SCHOOL | ||||||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| EUROPEAN CLIMATE FOUNDATION | ||||||||||||
| NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,666,667 | RIVIERVISMARKT 5 | THE HAGUE | NL | 2153 AM | |||||
| EVERSIGHT | ||||||||||||
| PO BOX 778801 | CHICAGO | IL | 60677 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| FAMILY AID | ||||||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,100 | |||||
| FDR MEMORIAL LEGACY COMMITTEENATIONAL COUNCIL OF INDEPENDENT LIVING | ||||||||||||
| 1629 K ST NW 300 | WASHINGTON | DC | 20036 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $125,000 | |||||
| BLIND TRAVEL-FKA FLIGHT FOR SIGHT | ||||||||||||
| 1 CITY POINT 27F | BROOKLYN | NY | 11201 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES | ||||||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| FRIENDS OF HARVARD HOCKEY | ||||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| FRIENDS OF HARVARD RADCLIFFE ROWING | ||||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| GOD LOVES WE DELIVER | ||||||||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| GREATER BOSTON FOOD BANK | ||||||||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $900 | |||||
| GROTON SCHOOL | ||||||||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |||||
| GROUNDS FOR SCULPTURE | ||||||||||||
| 80 SCULPTORS WAY | HAMILTON TOWNSHIP | NJ | 08619 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $6,000 | |||||
| GROWALD CLIMATE FUND | ||||||||||||
| 1 HARVARD ST SUITE 202 | BROOKLINE | MA | 20245 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,593,975 | |||||
| HARVARD COLLEGE-DENTAL | ||||||||||||
| 1033 MASS AVE SECOND FLOOR | CAMBRIDGE | MA | 02138 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| HELEN KELLER INTERNATIONAL | ||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR | NEW YORK | NY | 10017 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | 2ND AVE | ||||
| IFB SOLUTIONS | ||||||||||||
| 7730 NORTH POINT BLVD | WINSTONSALEM | NC | 27106 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 | |||||
| IMAGINE WORLDWIDE | ||||||||||||
| 1080 EDGEWOOD AVE | MILL VALLEY | CA | 94941 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $150,000 | |||||
| JUDY COLLINS | ||||||||||||
| 123 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 | |||||
| LYMAN ALLYN ART MUSEUM | ||||||||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| MARINA ORTH FOUNDATION | ||||||||||||
| 5185 MACARTHUR BLVD NW 619 | WASHINGTON | DC | 20016 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| MASS EAR & EYE | ||||||||||||
| 243 CHARLES ST | BOSTON | MA | 02138 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| MICHAEL J FOX FDN | ||||||||||||
| GRAND CENTRAL STATION P O BOX 4777 | NEW YORK | NY | 10163 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| MULLENBERG COLLEGE | ||||||||||||
| 2400 W CHEW ST | ALLENTOWN | PA | 18104 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,200 | |||||
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FUND | ||||||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| NATURAL RESOURCE DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| NILE ALBRIGHT RESEARCH FDN | ||||||||||||
| 1101 BEACON ST 7 WEST SUITE 3 | BOSTON | MA | 02215 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 | |||||
| OHIO BASKETBALL HALL OF FAME | ||||||||||||
| 118 GRACELAND BLVD 189 | COLUMBUS | OH | 43214 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| ON THE RISE | ||||||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| OPTOMETRIC CENTER OF NEW YORK | ||||||||||||
| 33 W 42ND ST | NEW YORK | NY | 10036 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| PROJECT HOPE | ||||||||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| RD MEETING INC | ||||||||||||
| 225 ALAQUA DRIVE | SEWICKLEY | PA | 15143 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $150,000 | |||||
| RESEARCH AMERICA | ||||||||||||
| 241 18TH ST SOUTH STE 501 | ARLINGTON | VA | 22202 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||||||||
| 1100 E 9TH ST | CLEVELAND | OH | 44114 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| ROOT CAPITAL INC | ||||||||||||
| 245 MAIN STREET 2ND FLOOR | CAMBRIDGE | MA | 02142 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500,000 | |||||
| ROOTED ALLIANCE | ||||||||||||
| 401 N MICHIGAN AVE SUITE 3100 | CHICAGO | IL | 60611 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 | |||||
| SACRED HEART SCHOOL | ||||||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,200 | |||||
| SHATTERPROOF | ||||||||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $650,000 | |||||
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 | |||||
| STRIVE | ||||||||||||
| 205 EAST 122ND 3RD FLOOR | NEW YORK | NY | 10035 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| STUDIO IN A SCHOOL | ||||||||||||
| 75 WEST END AVE | NEW YORK | NY | 10023 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| THE ASPEN INSTITUTE | ||||||||||||
| 2300 N ST NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| THE BRITISH SCHOOL ATHENS FDN | ||||||||||||
| 593 GARDINER RD | DRESDON | ME | 04342 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 | |||||
| THE MAKER'S PLACE | ||||||||||||
| 1985 PENNINGTON RD | EWING TOWNSHIP | NJ | 08618 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 | |||||
| UNITED STATES ASSOCIATION OF BLIND ATHLETES | ||||||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $35,400 | |||||
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 | |||||
| UNIVERSITY OF WISCONSIN | ||||||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $60,000 | |||||
| WILLIAM RICE UNIVERSITY | ||||||||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 | |||||
| YALE UNITVERSITY-VECTOR BORNE DISEASES | ||||||||||||
| OFFICE OF SPONSORED PROJECTS 150 | ST NEW HAVEN | CT | 06511 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $300,000 | MUNSON | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,353,542 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,388 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,197,782 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,957,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,440,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,440,252 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GORDON GUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 NASSAU STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $266,784 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,800 SHARES OF GLAUKOS CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $266,784 | FairMarketValueAmt |
| Received | 2025-06-10 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GILEAD SCIENCES, INC. | $17,128 | $4,913,896 |
| CORNING INC | $2,540,683 | $59,784,392 |
| ALIGN TECHNOLOGIES, INC. | $544,768 | $44,771,328 |
| PROQR THERAPEUTICS | $195,162 | $20,200 |
| GLAUKOS CORP | $988,706 | $14,904,120 |
| GS S&P INT ESG TE | $3,365,117 | $5,230,613 |
| GS CORPORATE FIXED INCOME | $2 | $2 |
| GS PASSIVE S&P INTL TE | $53 | $53 |
| GS SHORT-TERM CONSERVATIVE INCOME FUND CLASS P | $10,246,325 | $10,266,208 |
| OCEANS CATALYST | $1,666,667 | $1,666,667 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $23,872 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GS #17529-4 OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-BRIGHAM & WOMEN'S HOSPITAL | $974,529 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-SHATTERPROOF | $632,397 |
| APPRECIATION OF STOCK GIFTED TO CHARITABLE ORG-YALE UNIVERSITY | $292,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $200,000 | $0 | $200,000 |
| KEY BANK - 3048 | $86,588 | $86,588 | $0 |
| SUBSCRIPTIONS | $12,311 | $0 | $12,311 |
| GOLDMAN SACHS - FEES | $17,312 | $17,312 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $332 | Amt |
| Net Investment Income | $332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |