GORDON GUND AND LLURA LIGGETT GUND 1993 CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GORDON GUND AND LLURA LIGGETT GUND 1993 CHARITABLE FOUNDATION (EIN 34-1730494)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-19
- IRS object ID
- 201311099349100306
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-19T15:52:44-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341730494 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon & Llura Gund 1993 Charitable 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 | 25201 Chagrin Blvd No 370 | AddressLine1 |
| City | Beachwood | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G Zachary Gund | Name |
| Title | Trustee | Title |
| Phone | 6099213633 | Phone |
| Date Signed | 2013-04-19 | 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 | 2012 | 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 | 1033598 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2469795 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 213 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 213 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2470008 | TotalRevenueAndExpenses |
| Total Net Investment Income | 213 | 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 | 80000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 80000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 200 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 200 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 60 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 80260 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 80260 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2945000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2945000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3025260 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 80260 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2945000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -555252 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1588850 | CashBOY |
| Cash EOY | 1033598 | CashEOY |
| Cash EOYFMV | 1033598 | CashEOYFMV |
| Total Assets BOY | 1588850 | TotalAssetsBOY |
| Total Assets EOY | 1033598 | TotalAssetsEOY |
| Total Assets EOYFMV | 1033598 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1588850 | UnrestrictedBOY |
| Unrestricted EOY | 1033598 | UnrestrictedEOY |
| Total Net Assets BOY | 1588850 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1033598 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1588850 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1033598 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1588850 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -555252 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1033598 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1033598 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1700000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 837377 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.030149 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2014500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 318058 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 6.333750 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1783782 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 45794 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 38.952308 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2791660 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 121029 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 23.066042 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1036000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 70570 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 14.680459 | DistributionRatioYear5 |
| Total Distribution Ratio | 85.062708 | TotalDistributionRatio |
| Average Distribution Ratio | 17.012542 | AverageDistributionRatio |
| Net Noncharitable Assets | 304565 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5181425 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5181425 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2945000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Rebecca H Dent | ||||||||
| 25201 Chagrin Blvd 370 | Beachwood | OH | 44122 | Trustee | 0.50 | 0 | 0 | 0 |
| Grant Gund | ||||||||
| 14 Nassau Street | Princeton | NJ | 08542 | Trustee | 0.50 | 0 | 0 | 0 |
| G Zachary Gund | ||||||||
| 14 Nassau Street | Princeton | NJ | 08542 | Trustee | 0.50 | 0 | 0 | 0 |
| Theodore W Baker | ||||||||
| 14 Nassau Street | Princeton | NJ | 08542 | Trustee | 0.50 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 309203 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 309203 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 309203 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4638 | CashDeemedCharitable |
| Net Noncharitable Assets | 304565 | NetNoncharitableAssets |
| Minimum Investment Return | 15228 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15228 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 15228 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15228 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15228 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2945000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2945000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2945000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15228 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1032471 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2785609 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1781492 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1998597 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1658131 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 9256300 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2945000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15228 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2929772 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 12186072 | 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 | 1032471 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 11153601 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2785609 | ExcessFromYear4 |
| Excess From Year3 | 1781492 | ExcessFromYear3 |
| Excess From Year2 | 1998597 | ExcessFromYear2 |
| Excess From Year1 | 1658131 | ExcessFromYear1 |
| Excess From Current Year | 2929772 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Cleveland Clinic | |||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | None | 501(c)(3) | Support the charitable purpose of the organization | $100,000 |
| Kellogg School of Management | |||||||
| 2020 Ridge Ave 3rd Floor | Evanston | IL | 60208 | None | 501(c)(3) | Support the charitable purpose of the organization | $125,000 |
| Mayo Clinic | |||||||
| 200 First Street SW | Rochester | MN | 55905 | None | 501(c)(3) | Support the charitable purpose of the organization | $125,000 |
| Philadelphia Museum of Art | |||||||
| PO Box 7646 | Philadelphia | PA | 19101 | None | 501(c)(3) | Support the charitable purpose of the organization | $1,000,000 |
| The Gerry Lenfest Fund (Phila Museum of Art) | |||||||
| PO Box 7646 | Philadelphia | PA | 19101 | None | 501(c)(3) | Support the charitable purpose of the organization | $50,000 |
| University Medical Center of Princeton | |||||||
| Witherspoon Street | Princeton | NJ | 08542 | None | 501(c)(3) | Support the charitable purpose of the organization | $300,000 |
| Foundation Fighting Blindness | |||||||
| 7168 Columbia Gateway Drive | Columbia | MD | 21046 | None | 501(c)(3) | Support the charitable purpose of the organization | $1,000,000 |
| Miraclefeet | |||||||
| 14 Nassau Street | Princeton | NJ | 08542 | None | 501(c)(3) | Support the charitable purpose of the organization | $25,000 |
| Research America | |||||||
| 1101 King Street | Alexandria | VA | 22314 | None | 501(c)(3) | Support the charitable purpose of the organization | $25,000 |
| LymeMD Foundation | |||||||
| 10755 Falls Road | Lutherville | MA | 21093 | None | 501(c)(3) | Support the charitable purpose of the organization | $75,000 |
| Community Foundation of Nantucket | |||||||
| PO Box 204 | Nantucket | MA | 02554 | None | 501(c)(3) | Support the charitable purpose of the organization | $50,000 |
| United States Association of Blind Athletes | |||||||
| 33 N Institute Street | Colorado Springs | CO | 80903 | None | 501(c)(3) | Support the charitable purpose of the organization | $12,500 |
| William Carter '89 Scholarship Fund | |||||||
| 700 Route 22 | Pawling | NY | 12564 | None | 501(c)(3) | Support the charitable purpose of the organization | $5,000 |
| Combat Blindness Foundation | |||||||
| PO Box 5332 | Madison | WI | 53705 | None | 501(c)(3) | Support the charitable purpose of the organization | $2,500 |
| Ronald Reagan Legacy Council | |||||||
| 1722 12th Street | Washington | DC | 20005 | None | 501(c)(3) | Support the charitable purpose of the organization | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2945000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Cleveland Clinic | |||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | None | 501(c)(3) | Support the charitable purpose of the organization | $1,500,000 |
| Kellogg School of Management | |||||||
| 2020 Ridge Ave 3rd Floor | Evanston | IL | 60208 | None | 501(c)(3) | Support the charitable purpose of the organization | $2,125,000 |
| Mayo Clinic | |||||||
| 200 First Street SW | Rochester | MN | 55905 | None | 501(c)(3) | Support the charitable purpose of the organization | $2,000,000 |
| Philadelphia Museum of Art | |||||||
| PO Box 7646 | Philadelphia | PA | 19101 | None | 501(c)(3) | Support the charitable purpose of the organization | $1,000,000 |
| The Gerry Lenfest Fund (Phila Museum of Art) | |||||||
| PO Box 7646 | Philadelphia | PA | 19101 | None | 501(c)(3) | Support the charitable purpose of the organization | $100,000 |
| University Medical Center of Princeton | |||||||
| Witherspoon Street | Princeton | NJ | 08542 | None | 501(c)(3) | Support the charitable purpose of the organization | $3,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 10025000 | 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 | $213 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $213 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 213 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Gordon Llura L Gund CLT 3 | 14 Nassau Street | Princeton | NJ | 08542 | 3285 | X |
| 2 | Gordon Llura L Gund CLT 5 | 14 Nassau Street | Princeton | NJ | 08542 | 461495 | X |
| 3 | Gordon Llura L Gund CLT 6 | 14 Nassau Street | Princeton | NJ | 08542 | 287400 | X |
| 4 | Gordon Llura L Gund CLT 7 | 14 Nassau Street | Princeton | NJ | 08542 | 720015 | X |
| 5 | Gordon Llura L Gund CLT 8 | 14 Nassau Street | Princeton | NJ | 08542 | 997600 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gund Investment Corp | Category |
| Amount | $80,000 | Amount |
| Net Investment Income | 80000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Expenses | Description |
| Revenue And Expenses Per Books | 60 | RevenueAndExpensesPerBooks |
| Net Investment Income | 60 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| Gordon & Llura Gund CLAT #3 | |||
| 14 Nassau Street | Princeton NJ | NJ | 08542 |
| Gordon & Llura Gund CLAT #5 | |||
| 14 Nassau Street | Princeton NJ | NJ | 08542 |
| Gordon & Llura Gund CLAT #6 | |||
| 14 Nassau Street | Princeton NJ | NJ | 08542 |
| Gordon & Llura Gund CLAT #7 | |||
| 14 Nassau Street | Princeton NJ | NJ | 08542 |
| Gordon & Llura Gund CLAT #8 | |||
| 14 Nassau Street | Princeton NJ | NJ | 08542 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ohio State Filing Fee | Category |
| Amount | $200 | Amount |
| Net Investment Income | 200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments