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CHARLES A DANA FDN INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHARLES A DANA FDN INC (EIN 06-6036761)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349103346
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T17:50:42-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066036761EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES A DANA FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone2122234040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11270 AVENUE OF THE AMERICAS 12TH FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100201725ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALDINE AMERAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2122234040PhoneNum
Signature2024-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS F BLANEY CPA CFEPreparerPersonNm
PTINP00234022PTIN
Phone9143818900PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$258,637,512FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$644InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$644InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$626,360DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,376,453DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,592,222NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,023,472GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,237,089CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$48,482OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$98,679OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,267,708TotalRevAndExpnssAmt
Total Net Invst Incm$24,712,865TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,112,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$142,880CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$969,320CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,980,220OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$81,666OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,898,554OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,438,167PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$82,068PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,296,336PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$83,519LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$75,427LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$59,768AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$59,768AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$937,510OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$473,144OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$347,530OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$548,288InterestNetInvstIncmAmt
Taxes Rev And Expnss$102,395TaxesRevAndExpnssAmt
Taxes Net Invst Incm$124,511TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$332,163OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$213,975OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$134,219TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$200,720TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$69,575PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$717,898OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,689,503OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$730,763OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,967,634TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,142,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,792,393TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,310,621ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,579,911ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,278,255TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,142,060TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,372,304TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,010,547ExcessRevenueOverExpensesAmt
Net Investment Income$21,570,805NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,915,135CashBOYAmt
Cash EOY$12,089,739CashEOYAmt
Cash EOYFMV$12,089,739CashEOYFMVAmt
Sav And Temp Cash Invst BOY$317,416SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,603,311SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,603,311SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$1,822AcctRcvblBOYAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$16,348,672USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$16,348,672USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,942,411CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$221,583,505OtherInvestmentsBOYAmt
Other Investments EOY$227,194,245OtherInvestmentsEOYAmt
Other Investments EOYFMV$227,194,245OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,686,762OtherAssetsBOYAmt
Other Assets EOY$1,401,545OtherAssetsEOYAmt
Other Assets EOYFMV$1,401,545OtherAssetsEOYFMVAmt
Total Assets BOY$235,447,051TotalAssetsBOYAmt
Total Assets EOY$258,637,512TotalAssetsEOYAmt
Total Assets EOYFMV$258,637,512TotalAssetsEOYFMVAmt
Accounts Payable BOY$131,842AccountsPayableBOYAmt
Accounts Payable EOY$299,389AccountsPayableEOYAmt
Grants Payable BOY$1,269,206GrantsPayableBOYAmt
Grants Payable EOY$7,999,916GrantsPayableEOYAmt
Other Liabilities BOY$4,286,967OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,449,814OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,688,015TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,749,119TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$229,759,036NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$245,888,393NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$229,759,036TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$245,888,393TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$235,447,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$258,637,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$229,759,036TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,010,547ExcessRevenueOverExpensesAmt
Other Increases$27,469,904OtherIncreasesAmt
Subtotal$246,218,393SubtotalAmt
Other Decreases$330,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$245,888,393TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$48,050,464$46,356,390$1,694,074$1,694,074
ABBOTT CAPITAL PRIVATE EQUITY FUND V, L.P.P$191,648$577,095-$385,447-$385,447
ADAMAS OPPORTUNITIES, LPP$31,841$31,841$31,841
CANTILLON GLOBAL EQUITY FUNDP$11,423,464$8,497,765$2,925,699$2,925,699
KING STREET CAPITAL, LTD.P$326,055$326,055$326,055
THRU 1607 CAPITAL INTER EQU FD, LP K-1P$2,897$2,897
THRU ABBOTT CAP PRIVATE EQU FD VI LP K-1P$30,766$30,766
THRU ADAGE CAPITAL PARTNERS, L.P. K-1P-$19,726-$19,726
THRU AS CAP GLO ALL CT ALP EXT FD KY LTD K-1P$129,190$129,190
THRU CA RE FD US TX-EX LP-SER K K-1P-$110-$110
THRU SE RD RK VE VI CA RE FD US TX-EX LP K-1P-$7,391-$7,391
THRU COMMONFUND CAP NAT RES PTR IX LP K-1P$104,252$104,252
THRU COMMONFUND CAP PRIV EQU PTR VI, LP K-1P$15,719$15,719
THRU COMMONFUND CAP VENTURE PTR VIII, LP K-1P$147,846$147,846
THRU COMMONFUND INTERNATIONAL PTR VI, LP K-1P$69,193$69,193
THRU COMMONFUND PRIVATE EQU PTR VII, LP K-1P$412,063$412,063
THRU DAVIDSON KEMPNER INST PTR LP K-1P-$60,837-$60,837
THRU DODDINGTON EMERGING MARKETS FD, LLC K-1P-$27,685-$27,685
THRU ENCAP FLATROCK MIDSTREAM FD IV, LP K-1P$11,320$11,320
THRU ITE RAIL FUND, LP K-1P$408$408
THRU KHC PARTNERS FUND LP K-1P$52$52
THRU KLINE HILL PARTNERS FUND II LP K-1P$69,839$69,839
THRU KLINE HILL PARTNERS FUND III LP K-1P$123,740$123,740
THRU KLINE HILL PTR OPPORT FD III LP K-1P$15,330$15,330
THRU KNIGHTSBRIDGE VEN CAP VI LP SER VC K-1P-$51,904-$51,904
THRU LEAD EDGE CAPITAL V, LP K-1P-$25,330-$25,330
THRU LEAD EDGE CAPITAL VI, LP K-1P$3,502$3,502
THRU MOONRISE CHINA PARTNERS II LP K-1P$14,815$14,815
THRU QIMING VENTURE PARTNERS VII, LP K-1P-$13,446-$13,446
THRU REN. INST DIVER GLO EQU ONS FD LP K-1P-$198,447-$198,447
THRU SILCHESTER INT INV INT VAL EQU TRU K-1P$35,453$35,453
THRU THE OVERLOOK PARTNERS FUND LP K-1P-$146,693-$146,693
THRU TRUEBRIDGE CAPITAL PTR FUND V LP K-1P$35,416$35,416
THRU TRUEBRIDGE CAPITAL PTR FUND VI LP K-1P$26,215$26,215
THRU TRUEBRIDGE CAPITAL PTR FUND VII LP K-1P-$2,266-$2,266
THRU TRUEBRIDGE GLOBAL PREMIER I, L.P. K-1P-$3,882-$3,882
THRU WARBURG PINCUS GLO GRO (E&P)-2 LP K-1P$1,518$1,518
THRU WARBURG PINCUS GLOBAL GROWTH LP K-1P-$46,950-$46,950
FieldValueIRS element (for citing)
Capital Gain Net Income$5,237,089CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$299,834InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$299,834SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$299,834TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$521,678EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$521,678TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$221,844OverpaymentAmt
Applied To ES Tax$221,844AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DANA.ORGWebsiteAddressTxt
Individual With BooksGERALDINE AMERAIndividualWithBooksNm
Phone2122234040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11270 AVENUE OF THE AMERICAS 12TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100201725ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLINE MONTOJO
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, PRESIDENT35.00$500,000$126,147$0
STEVEN E HYMAN
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, CHAIRMAN2.00$6,000$0$0
CHARLES A DANA III
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, VICE CHAIRMAN2.00$6,000$0$0
WALLACE COOK
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, SECRETARY2.00$6,000$0$0
EDWARD BLEIER
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, DECEASED OCTOBER 20232.00$4,500$0$0
HILDEGARDE MAHONEY
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR2.00$6,000$0$0
PETER NADOSY
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR2.00$6,000$0$0
HUSSEINI K MANJI
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, BEGAN JULY 20232.00$3,000$0$0
PAULA A KERGER
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725DIRECTOR, BEGAN JULY 20232.00$3,000$0$0
GERALDINE AMERA
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725CHIEF OPERATING OFFICER, TREASURER35.00$293,600$96,438$0
KHARA RAMOS
1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY100201725VP OF NEUROSCIENCE & SOCIETY35.00$278,100$79,046$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JAMES RUTT
1270 AVE OF THE AMERICAS 12TH FLNYNY100201725CHIEF INFORMATION OF35.00$259,200$109,801$0
PAT MANGINI
1270 AVE OF THE AMERICAS 12TH FLNYNY100201725DIRECTOR, HUMAN RESO35.00$135,400$87,157$0
BARBARA BEST
1270 AVE OF THE AMERICAS 12TH FLNYNY100201725VICE PRESIDENT, DABI0.50$203,665$13,765$0
BRIGIDA CADIZ-GAY
1270 AVE OF THE AMERICAS 12TH FLNYNY100201725CONTROLLER35.00$134,800$53,317$0
ANN WHITMAN
1270 AVE OF THE AMERICAS 12TH FLNYNY100201725DIRECTOR, COMMUNICAT35.00$125,000$49,896$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k11OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
125 HIGH STREETBOSTONMA021102112INVESTMENT MGMT. & ADVISORY$287,485
MATTHEW SCHWARTZ DESIGN STUDIO LLC
82 NASSAU STREET 909NEW YORKNY100383703WEB DESIGN$168,381
GIVINGDATA LLC
45 PROSPECT STREETCAMBRIDGEMA021392402GRANTS MGMT. SOFTWARE$105,155
PKF O'CONNOR DAVIES
500 MAMARONECK AVENUE SUITE 301HARRISONNY105281633AUDIT AND TAX COMPLIANCE$96,578
SPENCER STUART
353 N CLARK STREET SUITE 2400CHICAGOIL606543479PERSONNEL SEARCH$75,799
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COMMUNICATIONS -WEBSITE: THE FOUNDATION'S WEBSITE FEATURES INFORMATION ABOUT THE ORGANIZATION; GRANTS INFORMATION; OCCASIONAL STORIES AND FACT SHEETS ON NEUROSCIENCE; PUBLICATIONS; LINKS TO SOCIAL MEDIA; AND THE ABILITY TO SUBSCRIBE TO THE FOUNDATION'S MONTHLY NEWSLETTER. THE BRAIN AWARENESS WEEK WEBSITE OFFERS PARTNERS AND THE PUBLIC ACCESS TO THE INTERNATIONAL CALENDAR OF EVENTS; FREE DOWNLOADABLE MATERIALS AND EDUCATIONAL RESOURCES; AND INFORMATION ABOUT THE ANNUAL CAMPAIGN.SOCIAL MEDIA: COMMUNICATIONS STAFF SCHEDULE AND POST REGULARLY ON THE FOUNDATION'S SIX SOCIAL MEDIA PLATFORMS. POSTS PROMOTE THE FOUNDATION, FOUNDATION GRANTS AND GRANTMAKING PROGRAMS, ITS PARTNERS' INITIATIVES, AND PROVIDES RESOURCES TO THE PUBLIC. OCCASIONALLY STAFF USE PAID PROMOTION ON THE PLATFORMS TO REACH TARGETED AUDIENCES.Description1Txt
Expenses1$1,077,551Expenses1Amt
Description2GRANTS ADMINISTRATION -THE FOUNDATION ADMINISTERS PROGRAMS TO SUPPORT ITS NEUROSCIENCE AND SOCIETY FOCUS, THROUGH THE SPECIFICALLY DESIGNED OBJECTIVES ESTABLISHED BY THE FOUNDATION'S BOARD OF DIRECTORS. THE FOUNDATION'S PRINCIPAL INTEREST IS IN NEUROSCIENCE AND SOCIETY, BUT ALSO SUPPORTS QUALIFIED CIVIC AND CULTURAL ORGANIZATIONS AND MAINTAINS A MATCHING CHARITABLE GIFTS PROGRAM FOR ITS EMPLOYEES.Description2Txt
Expenses2$4,815,960Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,053,330AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,480,193AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$226,085,921FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$251,619,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$251,619,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,774,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$247,845,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,392,258MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,392,258MinimumInvestmentReturnAmt
Tax Based On Investment Income$299,834TaxBasedOnInvestmentIncomeAmt
Total Tax$299,834TotalTaxAmt
Distributable Before Adj$12,092,424DistributableBeforeAdjAmt
Recoveries Qualfied Distri$21,794RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,114,218DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,114,218DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,372,304ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,372,304QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,114,218DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,923,051ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$792,285ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$3,715,336TotalExcessDistributionCyovAmt
Qualifying Distributions$8,372,304QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,372,304AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,715,336ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,715,336ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$26,578UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCELINA SOOKSATANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11270 AVENUE OF THE AMERICAS 12THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100201725ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2122234040RecipientPhoneNum
Recipient Email AddressCSOOKSATAN@DANA.ORGRecipientEmailAddressTxt
Form And Info And MaterialsA LETTER FULLY DESCRIBING THE PROPOSED REQUEST INCLUDING PROPOSED FUNDINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE GENERALLY MADE UNDER THE FOUNDATION'S NEUROSCIENCE AND SOCIETY PROGRAMS AND DIRECTOR GRANT RULES. RECIPIENTS MUST BE QUALIFIED ORG'S.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientUSAddress/AddressLine2Txt
AHLZEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601N/APCNEUROSCIENCE & SOCIETY$105
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE (AAAS)
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCNEUROSCIENCE & SOCIETY$184,000
AMERICAN BRAIN COALITION
6257 QUANTICO LANE NMAPLE GROVEMN55311N/APCNEUROSCIENCE & SOCIETY$3,000
AMERICAN BRAIN FOUNDATION
201 CHICAGO AVEMINNEAPOLISMN55415N/APCNEUROSCIENCE & SOCIETY$250
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREETNEW YORKNY10024N/APCNEUROSCIENCE & SOCIETY$5,000
AMERICAN REPERTORY THEATER
64 BRATTLE STREETCAMBRIDGEMA02138N/APCGENERAL OPERATING SUPPORT$10,000
ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION
2700 HORIZON DRIVE SUITE 120KING OF PRUSSIAPA19406N/APCGENERAL OPERATING SUPPORT$5,000
BARD GRADUATE CENTER
18 WEST 86TH STREETNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$9,000
BIOBUS
1361 AMSTERDAM SUITE 340NEW YORKNY10027N/APCNEUROSCIENCE & SOCIETY$7,300
BOYS & GIRLS CLUB OF PALM BEACH COUNTY
800 NORTHPOINT PARKWAY SUITE 204WEST PALM BEACHFL33407N/APCGENERAL OPERATING SUPPORT$15,000
BREAST CANCER RESEARCH FOUNDATION INC
28 W 44 STREET SUITE 609NEW YORKNY10036N/APCGENERAL OPERATING SUPPORT$5,000
BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL
135 EAST 57TH STREET 14TH FLOORNEW YORKNY10022N/APCGENERAL OPERATING SUPPORT$5,000
BRONX LACROSSE
1 MANHATTANVILLE ROADPURCHASENY10577N/APCNEUROSCIENCE & SOCIETY$500
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVENUEBROOKLYNNY11225N/APCNEUROSCIENCE & SOCIETY$2,500
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830N/APCGENERAL OPERATING SUPPORT$25,000
BUCKLEY SCHOOL
113 EAST 73RD STREETNEW YORKNY10021N/APCGENERAL OPERATING SUPPORT$5,000
CAMBRIDGE IN AMERICA
CLARE COLLEGENEW YORKNY10036N/APCGENERAL OPERATING SUPPORT$10,000
CHS NORTH AMERICAN FOUNDATION INC
21C ORINDA WAYORINDACA94563N/APCGENERAL OPERATING SUPPORT$7,000
CLEAN AIR TASK FORCE INC
114 STATE STREETBOSTONMA02109N/APCGENERAL OPERATING SUPPORT$2,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RDCOLD SPRING HARBORNY11724N/APCGENERAL OPERATING SUPPORT$5,000
COLUMBIA UNIVERSITY DEPARTMENT OF OPHTHALMOLOGY
635 W 165 STREET BOX 13NEW YORKNY10032N/APCGENERAL OPERATING SUPPORT$5,000
COOPER UNION
30 COOPER SQUARENEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$10,000
CRISTO REY
14 E JACKSON BLVD SUITE 1200CHICAGOIL60604N/APCNEUROSCIENCE & SOCIETY$250
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02445N/APCGENERAL OPERATING SUPPORT$55,000
EAST HAMPTON HEALTHCARE FOUNDATION
200 PANTIGO PLACEEAST HAMPTONNY11937N/APCGENERAL OPERATING SUPPORT$5,000
EUROPEAN BRAIN COUNCIL
N/APCNEUROSCIENCE & SOCIETY$10,000RUE DEGMONT 11BRUSSELSBE
FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES (FENS)
N/APCNEUROSCIENCE & SOCIETY$35,00011 RUE DEGMONTBERLINGM
FJIC
1 PEMBERTON SQUARE 4300BOSTONMA02108N/APCNEUROSCIENCE & SOCIETY$100,100
FRANKLIN INSTITUTE
222 N 20TH STPHILADELPHIAPA19103N/APCNEUROSCIENCE & SOCIETY$54,000
FRICK COLLECTION
1 E 70 STREETNEW YORKNY10021N/APCNEUROSCIENCE & SOCIETY$5,000
FRIENDS OF ST FRANCIS XAVIER UNIVERSITY
375 CONCORD AVENUE SUITE 004BELMONTMA02478N/APCGENERAL OPERATING SUPPORT$25,000
GREENWICH ACADEMY
200 N MAPLE AVEGREENWICHCT06830N/APCGENERAL OPERATING SUPPORT$30,000
GUIDE DOG FOUNDATION FOR THE BLIND INC
371 EAST JERICHO TURNPIKESMITHTOWNNY11746N/APCGENERAL OPERATING SUPPORT$6,000
GUILD HALL OF EAST HAMPTON
158 MAIN STREET STREETEAST HAMPTONNY11937N/APCGENERAL OPERATING SUPPORT$5,000
HARLEM ACADEMY
1330 FIFTH AVENUENEW YORKNY10026N/APCGENERAL OPERATING SUPPORT$25,000
HARVARD SCHOLARS AT RISK
32 QUINCY STREETCAMBRIDGEMA02138N/APCGENERAL OPERATING SUPPORT$5,000
HEALTHY BRAINS GLOBAL INITIATIVE INC
100 MAHER AVENUEGREENWICHCT06830N/APCGENERAL OPERATING SUPPORT$25,000
ICAHN SCOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029N/APCGENERAL OPERATING SUPPORT$3,000
INSTITUTE FOR METHODS INNOVATION
1752 CHARLES AVEARCATACA95521N/APCNEUROSCIENCE & SOCIETY$160,000
INTERNATIONAL BRAIN BEE
1121 14TH STREET NWWASHINGTONDC20005N/APCNEUROSCIENCE & SOCIETY$25,000
INTERNATIONAL BRAIN RESEARCH ORGANIZATION (IBRO)
N/APCNEUROSCIENCE & SOCIETY$126,000255 RUE SAINT-HONOREPARISFR
INTERNATIONAL NEUROETHICS SOCIETY
4938 HAMPDEN LANE 553PHILADELPHIAPA19104N/APCNEUROSCIENCE & SOCIETY$67,000
JAMES C FERRER EDUCATION FUND
SHINNECOCK HILLS GOLF CLUB 200SOUTHHAMPTONNY11968N/APCGENERAL OPERATING SUPPORT$5,000TUCKAHOE ROAD
KNOWABLE MAG
1875 S GRANT ST SUITE 700PALO ALTOCA94303N/APCNEUROSCIENCE & SOCIETY$75,600
LELAND STANFORD JUNIOR UNIVERSITY
1201 WELCH ROAD P-206STANFORDCA94305N/APCGENERAL OPERATING SUPPORT$2,000
LOUIS ARMSTRONG HOUSE MUSEUM
34-56 107TH STCORONANY11368N/APCNEUROSCIENCE & SOCIETY$500
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVECHICAGOIL60660N/APCNEUROSCIENCE & SOCIETY$250,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905N/APCGENERAL OPERATING SUPPORT$40,000
MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION
18 BEE STREET MSC450CHARLESTONSC29425N/APCGENERAL OPERATING SUPPORT$50,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028N/APCNEUROSCIENCE & SOCIETY$3,000
METROPOLITAN OPERA ASSOCIATION
LINCOLN CENTERNEW YORKNY10023N/APCNEUROSCIENCE & SOCIETY$2,750
MORGAN LIBRARY & MUSEUM
225 MADISON AVENUENEW YORKNY10016N/APCNEUROSCIENCE & SOCIETY$7,500
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019N/APCNEUROSCIENCE & SOCIETY$5,000
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUE AT 103RD STREETNEW YORKNY10029N/APCNEUROSCIENCE & SOCIETY$2,500
NATIONAL ACADEMIES OF SCIENCE
500 FIFTH ST NWWASHINGTONDC20001N/APCNEUROSCIENCE & SOCIETY$20,000
NATIONAL KIDNEY FOUNDATION
30 EAST 33RD STREETNEW YORKNY10016N/APCNEUROSCIENCE & SOCIETY$256
NATIONAL KIDNEY FOUNDATION
30 EAST 33RD STREETNEW YORKNY10016N/APCGENERAL OPERATING SUPPORT$2,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUENEW YORKNY10017N/APCNEUROSCIENCE & SOCIETY$250
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUENEW YORKNY10017N/APCGENERAL OPERATING SUPPORT$10,000
NATIONAL PKU ALLIANCE
954 LEXINGTON AVENUENEW YORKNY10021N/APCGENERAL OPERATING SUPPORT$2,000
NEUE GALERIE NEW YORK
1048 FIFTH AVENUENEW YORKNY10028N/APCNEUROSCIENCE & SOCIETY$5,000
NEUROMATCH INC
9450 SW GEMINI DRIVEBEAVERTONOR97008N/APCNEUROSCIENCE & SOCIETY$100,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300AWASHINGTONDC20036N/APCNEUROSCIENCE & SOCIETY$50,000
NEW YORK BOTANICAL GARDEN
OFFICE OF THE PRESIDENT 2900BRONXNY10458N/APCNEUROSCIENCE & SOCIETY$2,500SOUTHERN BLVD
NEW YORK PHILHARMONIC
AVERY FISHER HALL 10 LINCOLN CENTERNEW YORKNY10023N/APCNEUROSCIENCE & SOCIETY$5,000PLAZA
NEW YORK PRESBYTERIAN FUND
DEPARTMENT OF REHABILITATION 525NEW YORKNY10065N/APCGENERAL OPERATING SUPPORT$30,000EAST 68TH STREET 18TH FLOOR
NEWPORT HOSPITAL FOUNDATION INC
11 FRIENDSHIP STREETNEWPORTRI02840N/APCGENERAL OPERATING SUPPORT$25,000
PALM BEACH CIVIC ASSOCIATION
139 N COUNTY ROAD SUITE 33PALM BEACHFL33480N/APCGENERAL OPERATING SUPPORT$8,000
PALM BEACH POLICE & FIRE FOUNDATION INC
190 NORTH COUNTY ROAD SUITE 26PALM BEACHFL33480N/APCGENERAL OPERATING SUPPORT$5,000
PHILANTHROPY NY
320 E 43RD STNEW YORKNY10017N/APCNEUROSCIENCE & SOCIETY$8,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE
MASSACHUSETTS HALLCAMBRIDGEMA02138N/APCNEUROSCIENCE & SOCIETY$268,000
RESEARCH AMERICA
241 18TH STREET SOUTH NO 501ARLINGTONVA22202N/APCNEUROSCIENCE & SOCIETY$10,000
ROCKEFELLER PHILANTHROPY ADVISORS
6 WEST 48TH STREET 10TH FLRNEW YORKNY10036N/APCNEUROSCIENCE & SOCIETY$200,000
ROSEMONT COLLEGE
1400 MONTGOMERY AVENUEROSEMONTPA19010N/APCGENERAL OPERATING SUPPORT$5,000
RUBIN MUSEUM OF ART
150 WEST 17TH STREETNEW YORKNY10011N/APCNEUROSCIENCE & SOCIETY$5,000
SCIENCE LIVE PRODUCTIONS INC
560 2ND STREET 2FBROOKLYNNY11215N/APCNEUROSCIENCE & SOCIETY$16,500
SOCIETY FOR NEUROSCIENCE (SFN)
1121 14TH STREET NW SUITE 1010WASHINGTONDC20005N/APCNEUROSCIENCE & SOCIETY$50,000
SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480N/APCGENERAL OPERATING SUPPORT$10,000
SOLOMON R GUGGENHEIM FOUNDATION
ONE LIBERTY PLAZA 24TH FLOORNEW YORKNY10006N/APCNEUROSCIENCE & SOCIETY$5,000
SOUTHAMPTON HOSPITAL FUND
240 MEETING HOUSE LANESOUTHAMPTONNY11968N/APCGENERAL OPERATING SUPPORT$15,000
ST ANDREW'S PRESERVATION FUND
PO BOX 1245SOUTHAMPTONNY11969N/APCGENERAL OPERATING SUPPORT$5,000
ST THOMAS MORE PLAY GROUP
65 E 89 STREETNEW YORKNY10128N/APCGENERAL OPERATING SUPPORT$5,000
STUYVESANT HS ALUMNI ASSOCIATION
PO BOX 3531NEW YORKNY10008N/APCGENERAL OPERATING SUPPORT$1,000
SYRACUSE UNIVERSITY NEWHOUSE SCHOOL OF COMMUNICATIONS
215 UNIVERSITY PLACESYRACUSENY13244N/APCNEUROSCIENCE & SOCIETY$250
THE BREARLEY SCHOOL
610 EAST 83RD STREETNEW YORKNY10029N/APCGENERAL OPERATING SUPPORT$10,000
THE BROOKLYN MUSEUM
200 EASTERN PARKWAYBROOKLYNNY11238N/APCNEUROSCIENCE & SOCIETY$2,500
THE COLLEGE FOUNDATION AT THE UNIVERSITY OF VIRGINIA
BOX 800566CHARLOTTESVILLEVA22908N/APCGENERAL OPERATING SUPPORT$35,000
THE COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10021N/APCGENERAL OPERATING SUPPORT$25,000
THE HOLE IN THE WALL GANG FUND INC
555 LONG WHARF DRIVENEW HAVENCT06511N/APCGENERAL OPERATING SUPPORT$1,000
THE JEWISH MUSEUM
1109 5TH AVENUENEW YORKNY10128N/APCNEUROSCIENCE & SOCIETY$5,000
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$5,000
UJA FEDERATION
130 EAST 59TH STREETNEW YORKNY10022N/APCGENERAL OPERATING SUPPORT$25,000
UNIVERSITY OF CALIFORNIA IRVINE
100 THEORYIRVINECA92697N/APCNEUROSCIENCE & SOCIETY$14,800
UNIVERSITY OF VIRGINIA SCHOOL OF LAW FOUNDATION
NORTH GROUNDSCHARLOTTESVILLEVA22903N/APCGENERAL OPERATING SUPPORT$25,000
WEILL CORNELL MEDICINE BRAIN & SPINE CENTER
515 EAST 71ST ST S-114NEW YORKNY10021N/APCGENERAL OPERATING SUPPORT$10,000
WEILL CORNELL MEDICINE DEPARTMENT OF NEUROLOGY
515 EAST 71ST ST S-114NEW YORKNY10021N/APCGENERAL OPERATING SUPPORT$10,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021N/APCNEUROSCIENCE & SOCIETY$5,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460N/APCNEUROSCIENCE & SOCIETY$5,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037N/APCGENERAL OPERATING SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,579,911TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
AMERICAN BRAIN COALITION
6257 QUANTICO LANE NMAPLE GROVEMN55311N/APCNEUROSCIENCE & SOCIETY$153,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$10,000
AMERICAN RED CROSS (PALM BEACH & TREASURE COAST CHAPTER)
1250 NORTHPOINT PARKWAYPALM BEACHFL33407N/APCGENERAL OPERATING SUPPORT$10,000
BAW OUTREACH GRANTS
1270 AVENUE OF THE AMERICAS 12THNEW YORKNY10020N/APCBRAIN AWARENESS WEEK OUTREACH$26,406FLOOR
BREAST CANCER RESEARCH FOUNDATION INC
28 W 44 STREET SUITE 609NEW YORKNY10036N/APCGENERAL OPERATING SUPPORT$15,000
BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA02116N/APCCLINICAL NEUROSCIENCE RESEARCH$150,000
BROWN UNIVERSITY
190 THAYER ST BOX 1821PROVIDENCERI02912N/APCNEUROSCIENCE & SOCIETY$146,006
CHICAGO COUNCIL ON SCIENCE & TECHNOLOGY
10 W 35TH STREETCHICAGOIL60616N/APCNEUROSCIENCE & SOCIETY$150,000
FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES (FENS)
N/APCNEUROSCIENCE & SOCIETY$30,00011 RUE DEGMONTBERLINBE
FRANK LLOYD WRIGHT'S MARTIN HOUSE CORPORATION
143 JEWETT PARKWAYBUFFALONY14214N/APCGENERAL OPERATING SUPPORT$10,000
HOTCHKISS SCHOOL
ALUMNI AND DEVELOPMENT OFFICE POLAKEVILLECT06039N/APCGENERAL OPERATING SUPPORT$5,000BOX 800 11 INTERLAKEN RD
ICAHN SCOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029N/APCGENERAL OPERATING SUPPORT$5,000
INSTITUTE FOR METHODS INNOVATION
1752 CHARLES AVEARCATACA95521N/APCNEUROSCIENCE & SOCIETY$37,000
INTERNATIONAL BRAIN BEE
1121 14TH STREET NWWASHINGTONDC20005N/APCNEUROSCIENCE & SOCIETY$35,000
ISRAEL SCHOLARSHIP EDUCATION FOUNDATION
520 8TH AVENUE 4TH FLOORNEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$5,000
JUPITER MEDICAL CENTER FOUNDATION INC
1210 S OLD DIXIE HIGHWAYJUPITERFL33458N/APCGENERAL OPERATING SUPPORT$5,000
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVECHICAGOIL60660N/APCNEUROSCIENCE & SOCIETY$750,000
MASS GENERAL BRIGHAM INC
399 REVOLUTION DRIVE STE 645SOMERVILLEMA02145N/APCNEUROSCIENCE & SOCIETY$150,000
NATIONAL MUSEUMS OF THE SMITHSONIAN INSTITUTION
PO BOX 37012WASHINGTONDC20013N/APCGENERAL OPERATING SUPPORT$15,000
NEW YORK UNIVERSITY SCHOOL OF MEDICINE
450 EAST 29TH ST ALEXANDRIA EASTNEW YORKNY10016N/APCIMAGING$100,000TOWER 9TH FLOOR
PARTNERS IN HEALTH A NONPROFIT CORPORATION
800 BOYLSTON STREETBOSTONMA02199N/APCGENERAL OPERATING SUPPORT$3,000
PENNSYLVNIA STATE UNIVERSITY
500 UNIVERSITY DRIVE H110ABINGTONPA17033N/APCNEUROSCIENCE & SOCIETY$5,000
PRESERVATION FOUNDATION OF PALM BEACH INC
311 PERUVIAN AVENUEPALM BEACHFL33480N/APCGENERAL OPERATING SUPPORT$5,000
SCIENCE FRIDAY
30 BROAD STREET SUITE 801NEW YORKNY10004N/APCNEUROSCIENCE & SOCIETY$90,924
SOCIETY FOR NEUROSCIENCE (SFN)
1121 14TH STREET NW SUITE 1010WASHINGTONDC20005N/APCNEUROSCIENCE & SOCIETY$170,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET 6TH FLOORNEW YORKNY10027N/APCNEUROSCIENCE & SOCIETY$142,504
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755N/APCGENERAL OPERATING SUPPORT$5,000
UNIVERSITY OF CALIFORNIA BERKELEY
1111 FRANKLIN STREET 6TH FLOORBERKELEYCA94702N/APCNEUROSCIENCE & SOCIETY$218,000
UNIVERSITY OF CALIFORNIA IRVINE
100 THEORYIRVINECA92697N/APCNEUROSCIENCE & SOCIETY$180,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
635 CHARLES E YOUNG DRIVE SOUTHLOS ANGELESCA90095N/APCNEUROSCIENCE & SOCIETY$5,000,000NRB313
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104N/APCNEUROSCIENCE & SOCIETY$149,906
UNIVERSITY OF PENNSYLVANIA THE PERELMAN SCHOOL OF MEDICINE
ARC 516G 3615 CIVIC CENTERPHILADELPHIAPA19104N/APCIMAGING$100,000BOULEVARD
UNIVERSITY OF WASHINGTON
750 REPUBLICAN STREET BLDG E RM 213SEATTLEWA98109N/APCNEUROSCIENCE & SOCIETY$123,170
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,999,916TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescBOOK ROYALTIESDesc
Related Or Exempt Function Incm$3,742RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$644ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$11,018UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$615,342ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$22,946ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$41,287UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$4,550,935ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
GRANT RECOVERY01$21,794
OTHER K-1 UBIT INCOME$103,651525990-$103,651

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$51,346UnrelatedBusinessTaxblIncmAmt
Exclusion$5,315,312ExclusionAmt
Related Or Exempt Function Incm$3,742RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,267,708TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementIN ACCORDANCE WITH THE FOUNDATION'S MISSION, THE FOUNDATION ENTERED INTO VARIOUS CONTRACTS WITH CONTENT PROVIDERS, WHEREBY THE FOUNDATION MADE SOURCE MATERIAL ACCESSIBLE AND EARNED ROYALITIES BASED ON THE TERMS AS OUTLINED IN THE CONTRACTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX COMPLIANCECategoryTxt
Amt$59,768Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$59,768DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE DANA FOUNDATION HEREBY ELECTS UNDER REG SEC 53-4942(A)-3(D)(20) TO APPLY THE UNDISTRIBUTED INCOME OF $ FROM 2017 AND 2018ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHADWICK FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3046AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Grant2022-05-17GrantDt
Grant$10,000GrantAmt
Purpose Of GrantGENERAL OPERATING SUPPORTPurposeOfGrantTxt
Any Diversion By GranteeTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.AnyDiversionByGranteeTxt
Dates Of Reports By GranteePENDING FINAL REPORTDatesOfReportsByGranteeTxt
Results Of VerificationTHE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT ANY UPDATES ARE OF DUBIOUS ACCURACY OR RELIABILITY.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIESFormAndLineReferenceDesc
Medium ExplanationNAME OF CONTROLLED ENTITY - THE DANA ALLIANCE FOR BRAIN INITIATIVES, INC.EMPLOYER ID NO - 06-1360140ADDRESS - 1270 AVENUE OF THE AMERICANS, 12TH FLOOR, NEW YORK, NY 10020-1725EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/AMediumExplanationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$16,348,672USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$16,348,672USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (63 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1315 CAPITAL EMERGING GROWTH & BUYOUT PARALLEL, LPFMV$50,690$50,690
1315 CAPITAL III PARALLEL, LPFMV$104,038$104,038
1607 CAPITAL INTERNATIONAL EQUITE FUND, LPFMV$9,211,222$9,211,222
ABBOTT CAPITAL PRIVATE EQUITY FUND VI, L.P.FMV$1,613,901$1,613,901
ABERDEEN REAL ASSETS PARTNERS, LPFMV$20,818$20,818
ACCOLADE PARTNERS BLOCKCHAIN II FEEDER, L.P.FMV$677,948$677,948
ACCOLADE PARTNERS BLOCKCHAIN III SEED FEEDER, L.P.FMV$17,869$17,869
ACCOLADE PARTNERS BLOCKCHAIN III VENTURE FEEDER, L.P.FMV$96,314$96,314
ADAGE CAPITAL PARTNERS, L.P.FMV$50,660,209$50,660,209
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITEDFMV$7,278,407$7,278,407
ASPEX GLOBAL FUND-CLASS B-CLASS BFMV$6,671,651$6,671,651
BLACK LIGHT POWER 7.44 SHARESFMV$17,844$17,844
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P.-SERIES KFMV$2,100,432$2,100,432
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LPFMV$1,818,768$1,818,768
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LPFMV$29,005$29,005
COMMONFUND CAPITAL VENTURE PARTNERS VIII, L.P.FMV$1,848,532$1,848,532
COMMONFUND INTERNATIONAL PARTNERS VI, LPFMV$560,819$560,819
COMMONFUND PRIVATE EQUITY PARTNERS VII, LPFMV$1,075,559$1,075,559
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P.FMV$9,124,546$9,124,546
DIAMETER OFFSHORE FUND LPFMV$6,969,051$6,969,051
DODDINGTON EMERGING MARKETS FUND, LLCFMV$4,811,930$4,811,930
DOVER STREET IX CAYMAN FUND L.P.FMV$1,211,905$1,211,905
DOVER STREET X FEEDER FUND L.P.FMV$1,684,741$1,684,741
DURABLE CAPITAL OFFSHORE FUND LTD.FMV$4,574,674$4,574,674
ELLIOTT INTERNATIONAL LIMITEDFMV$9,317,693$9,317,693
ENCAP FLATROCK MIDSTREAM FUND IV, L.P.FMV$584,431$584,431
FINE TROY OUNCES OF ALLOCATED GOLD 6,388.430 QUANTITYFMV$13,277,713$13,277,713
HIGHLAND EUROPE TECHNOLOGY GROWTH V LIMITED PARTNERSHIPFMV$277,268$277,268
HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P.FMV$4,812,420$4,812,420
ITE RAIL FUND, LPFMV$7,480,077$7,480,077
KHC PARTNERS FUND LPFMV$930,250$930,250
KING STREET CAPITAL, LTD.FMV$810,431$810,431
KLINE HILL PARTNERS FUND II LPFMV$638,386$638,386
KLINE HILL PARTNERS FUND III, LPFMV$919,514$919,514
KLINE HILL PARTNERS OFFSHORE FUND IV LPFMV$1,755,970$1,755,970
KLINE HILL PARTNERS OPPORTUNITY FUND III, LPFMV$338,757$338,757
KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND IV LPFMV$583,082$583,082
KNIGHTSBRIDGE VENTURE CAPITAL VI LP SERIES VCFMV$1,342,473$1,342,473
LEAD EDGE CAPITAL V, LPFMV$1,451,275$1,451,275
LEAD EDGE CAPITALI VI, LPFMV$770,630$770,630
LUMINATE CAPITAL PARTNERS III-A, LPFMV$1,296,719$1,296,719
MOONRISE CHINA PARTNERS II LPFMV$1,063,865$1,063,865
ONE RIVER BITCOIN FEEDER FUND, LTD.FMV$1,433,735$1,433,735
QIMING VENTURE PARTNERS VII, LPFMV$2,340,640$2,340,640
QIMING VENTURE PARTNERS VIII, LPFMV$530,697$530,697
RENAISSANCE INSTITUTIONAL DIVERSIFIED GLOBAL EQUITIES ONSHORE FUND LPFMV$5,550,090$5,550,090
ROCK SPRINGS CAPITAL OFFSHORE FUND LPFMV$5,588,714$5,588,714
RUBICON TECHNOLOGY PARTNERS III L.P.FMV$3,070,513$3,070,513
SERIES THIRD ROCK VENTURES VI - CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P.FMV$612,484$612,484
THE MANGROVE PARTNERS FUND (CAYMAN DRAWDOWN), L.P.FMV$3,000,000$3,000,000
THE OVERLOOK PARTNERS FUND LPFMV$4,678,764$4,678,764
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUSTFMV$8,145,071$8,145,071
TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P.FMV$5,304,362$5,304,362
TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P.FMV$3,384,544$3,384,544
TRUEBRIDGE CAPITAL PARTNERS FUND VII, L.P.FMV$1,199,621$1,199,621
TRUEBRIDGE CAPITAL PARTNERS FUND VIII (CAYMAN FEEDER), L.P.FMV$20,116$20,116
TRUEBRIDGE GLOBAL PREMIER I, L.P.FMV$94,674$94,674
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) 10,772.974 SHARESFMV$1,108,324$1,108,324
VIKING GLOBAL OPPORTUNITIES III LPFMV$11,967,680$11,967,680
WARBURG PINCUS GLOBAL GROWTH (E&P)-2, L.P.FMV$233,329$233,329
WARBURG PINCUS GLOBAL GROWTH, L.P.FMV$4,502,289$4,502,289
WARBURG PINCUS-WP GG EUROPA (CAYMAN-B), L.P.FMV$3,839,503$3,839,503
WHALE ROCK LONG OPPORTUNITIES FUND LTD.FMV$707,268$707,268

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$83,519LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$75,427DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID EXPENSES$457$491$491
PREPAID FEDERAL EXCISE TAX AND FEDERAL AND STATE UBIT$393,587$393,587$393,587
RIGHT OF USE ASSETS - OPERATING LEASE, NET$1,226,058$975,996$975,996
SECURITY DEPOSITS$66,660$31,471$31,471

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED EXCISE TAXESDesc
Amt$330,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$421,537$0$498,530
INSURANCE$106,744$0$106,744
OFFICE AND OTHER EXPENSES$189,617$0$125,489
OTHER K-1 EXPENSES, NET OF UBI$0$1,689,503$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER K-1 INCOME, NET OF UBI$0$71,991$0
SECURITIES LITIGATION PROCEEDS$22,946$22,946$22,946
BOOK ROYALTIES$3,742$3,742$3,742
GRANT RECOVERY$21,794$21,794

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON INVESTMENTS$27,338,904
POSTRETIREMENT BENEFIT OBLIGATION ADJUSTMENT$131,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$400,000$730,000
POSTRETIREMENT BENEFIT OBLIGATION$2,538,815$2,481,316
LEASE PAYABLE$1,348,152$1,238,498

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND INVESTMENT$473,144$473,144$0
OTHER PROFESSIONAL SERVICES$256,271$0$139,435
PERSONNEL SEARCH$208,095$0$208,095

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE AND UNRELATED BUSINESS TAX PROVISION$102,395$0$0
FOREIGN TAXES THRU K-1S, NET OF UBI$0$124,511$0