RTW CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RTW CHARITABLE FOUNDATION (EIN 83-1433853)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349102823
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:07:46-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 SUMMIT BOULEVARD SUITE 120 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831433853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RTW CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RTWC | BusinessNameControlTxt |
| Phone | 6463439288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 10TH AVE FL 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATE PELSMA | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 6463439288 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NATE | PersonFirstNm |
| Person Last | PELSMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY CULLEN | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,875,065 | 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 | $24,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $1,237,794 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,065,838 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,915 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,817 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,547 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29,274 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,611 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,306 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,999 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,508 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $144 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $144 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,534 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $64,954 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $92,161 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92,161 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $135,974 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $105,611 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $385,761 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $259,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,402,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,698,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,529,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,529,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,931,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,227,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,907,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $807,474 | CashBOYAmt |
| Cash EOY | $555,717 | CashEOYAmt |
| Cash EOYFMV | $555,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,949 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $52,663 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,283 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,283 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $84,782,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,550,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,550,699 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $484,111 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $80,494 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $419,576 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $403,617 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $403,617 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $354,050 | OtherAssetsBOYAmt |
| Other Assets EOY | $346,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $346,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $86,430,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,875,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,875,065 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $65,237 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,697 | AccountsPayableEOYAmt |
| Grants Payable BOY | $620,744 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $685,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,697 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $85,744,029 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $65,821,368 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,744,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,821,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,430,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,875,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,744,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,907,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $80,836,941 | SubtotalAmt |
| Other Decreases | $15,015,573 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,821,368 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,088 | 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 | $14,088 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,088 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $14,088 | RefundAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | HTTPS://WWW.RTWCF.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463439288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 10TH AVE FL 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | 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 |
|---|---|---|---|---|---|---|---|---|
| RODERICK WONG MD | ||||||||
| 40 10TH AVE FLOOR 3 | NEW YORK | NY | 10014 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| STEPHANIE A SIROTA | ||||||||
| 40 10TH AVE FLOOR 3 | NEW YORK | NY | 10014 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARTI SPERANZA WONG | ||||||||
| 40 10TH AVE FLOOR 3 | NEW YORK | NY | 10014 | PRESIDENT, COMMUNITY ENGAGEMENT | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH M SLIPETZ | ||||||||
| 610 W 42ND ST APT 57D | NEW YORK | NY | 10036 | EXECUTIVE DIRECTO/VP | 40.00 | $363,000 | $12,200 | $0 |
| JUAN CARLOS LOPEZ | ||||||||
| 103 W 117TH ST APT 2 | NEW YORK | NY | 10026 | HEAD OF RESEARCH GRA | 40.00 | $254,500 | $8,430 | $0 |
| JOSEPH A KATAKOWSKI | ||||||||
| 555 ELIZABETH AVE | RIVER VALE | NJ | 07675 | RESEARCH INSTITUTE D | 40.00 | $170,919 | $6,276 | $0 |
| NATHAN M PELSMA | ||||||||
| 64 E SIDE TRAIL | OAKLAND | ME | 04963 | TREASURER/COO | 40.00 | $167,800 | $4,583 | $0 |
| SARAH V GARWOOD | ||||||||
| 236 W 15TH ST APT 55 | NEW YORK | NY | 10011 | ALLIANCE MANAGER | 40.00 | $142,550 | $5,702 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $705,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,867,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,573,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,573,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,118,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,455,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,672,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,672,766 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,672,766 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,672,766 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,672,766 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,227,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,227,722 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,672,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $11,690 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $275,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $573,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,227,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,672,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $554,956 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,128,772 | 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 | $1,128,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,690 | ExcessFromYear4Amt |
| Excess From Year2 | $275,218 | ExcessFromYear2Amt |
| Excess From Year1 | $286,908 | ExcessFromYear1Amt |
| Excess From Current Year | $554,956 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUAN CARLOS LOPEZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 10TH AVENUE FLOOR 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6465976980 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS FILL OUT A LETTER OF INTENT ON THE FOUNDATION'S WEBSITE - HTTPS://WWW.RTWFUNDS.COM/FOUNDATION/GRANT/-PROGRAMS/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE AREA OF FOCUS ON THE FOUNDATION'S WEBSITE HTTPS://WWW.RTWFUNDS.COM/FOUNDATION/GRANT/-PROGRAMS/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| IXCELLS BIOTECHNOLOGIES USA INC | ||||||||
| 10100 WILLOW CREEK RD | SAN DIEGO | CA | 92131 | PC | GENERAL SUPPORT | $12,275 | ||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 595 CHARLES E YOUNG DR E | LOS ANGELES | CA | 90095 | PC | GENERAL SUPPORT | $150,000 | ||
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH | ||||||||
| 11400 ROCKVILLE PIKE SUITE 600 | NORTH BETHESDA | MD | 20852 | PC | GENERAL SUPPORT | $100,000 | ||
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| LOW MEMORIAL LIBRARY 535 W 116TH ST | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $80,000 | ||
| MURDOCH UNIVERSITY | ||||||||
| PC | GENERAL SUPPORT | $43,546 | 90 SOUTH ST | AS | ||||
| MURDOCH UNIVERSITY | ||||||||
| PC | GENERAL SUPPORT | $19,475 | 90 SOUTH ST | AS | ||||
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| LOW MEMORIAL LIBRARY 535 W 116TH ST | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $374,999 | ||
| GLOBAL GENOMIC MEDICINE COLLABORATIVE | ||||||||
| 101 SCIENCE DR RM 2111 | DURHAM | NC | 27708 | PC | GENERAL SUPPORT | $9,202 | ||
| IXCELLS BIOTECHNOLOGIES USA INC | ||||||||
| 10100 WILLOW CREEK RD | SAN DIEGO | CA | 92131 | PC | GENERAL SUPPORT | $2,620 | ||
| IXCELLS BIOTECHNOLOGIES USA INC | ||||||||
| 10100 WILLOW CREEK RD | SAN DIEGO | CA | 92131 | PC | GENERAL SUPPORT | $1,926 | ||
| WASHINGTON UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 660 S EUCLID AVE | ST LOUIS | MO | 63110 | PC | GENERAL SUPPORT | $178,000 | ||
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH | ||||||||
| 11400 ROCKVILLE PIKE SUITE 600 | NORTH BETHESDA | MD | 20852 | PC | GENERAL SUPPORT | $100,000 | ||
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 369 NORTH-SOUTH AXIS 1 | STANFORD | CA | 94305 | PC | GENERAL SUPPORT | $150,000 | ||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 321 S COLUMBIA ST | CHAPEL HILL | NC | 27599 | PC | GENERAL SUPPORT | $149,280 | ||
| IXCELLS BIOTECHNOLOGIES USA INC | ||||||||
| 10100 WILLOW CREEK RD | SAN DIEGO | CA | 92131 | PC | GENERAL SUPPORT | $1,320 | ||
| WASHINGTON UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 660 S EUCLID AVE | ST LOUIS | MO | 63110 | PC | GENERAL SUPPORT | $238,000 | ||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | PC | GENERAL SUPPORT | $50,000 | ||
| RAZOM | ||||||||
| 140 2ND AVE | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $100,000 | ||
| NEW IMMIGRANT COMMUNITY EMPOWERMENT | ||||||||
| 71-29 ROOSEVELT AVE 2ND FLOOR | QUEENS | NY | 11372 | PC | GENERAL SUPPORT | $5,900 | ||
| ROBIN HOOD INVESTORS CONFERENCE | ||||||||
| SPRING STUDIOS 6 ST JOHNS LN | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $12,360 | ||
| ASSOCIATION TO BENEFIT CHILDREN | ||||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $50,000 | ||
| ACT CARE FOUNDATION | ||||||||
| 1538 NEW YORK AVENUE | BROOKLYN | NY | 11210 | PC | GENERAL SUPPORT | $50,000 | ||
| AFRICAN INTERNATIONAL COLLABORATIVE CENTER | ||||||||
| 726 E 213TH ST | BRONX | NY | 10467 | PC | GENERAL SUPPORT | $50,000 | ||
| HUNTS POINT ALLIANCE FOR CHILDREN | ||||||||
| 1231 LAFAYETTE AVE | BRONX | NY | 10474 | PC | GENERAL SUPPORT | $50,013 | ||
| VIOLENCE INTERVENTION PROGRAM INC | ||||||||
| 1721 GRIFFIN AVENUE | LOS ANGELES | CA | 90031 | PC | GENERAL SUPPORT | $60,000 | ||
| HARLEM UNITED COMMUNITY AIDS CENTER INC | ||||||||
| 306 MALCOLM X BLVD | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $50,000 | ||
| NEW IMMIGRANT COMMUNITY EMPOWERMENT | ||||||||
| 71-29 ROOSEVELT AVE 2ND FLOOR | QUEENS | NY | 11372 | PC | GENERAL SUPPORT | $50,000 | ||
| NYU LANGONE HOSPITALS | ||||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $50,000 | ||
| THE BOWERY MISSION | ||||||||
| 227 BOWERY | NEW YORK | NY | 10002 | PC | GENERAL SUPPORT | $5,000 | ||
| UNIVERSITY OF UTAH GENETICS | ||||||||
| 15 N 2030 E | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $75,000 | ||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PC | GENERAL SUPPORT | $5,000 | ||
| AMERICAN FRIENDS OF THE KIEV JEWISH COMMUNITY | ||||||||
| 2 BURRIS CT | AIRMONT | NY | 10952 | PC | GENERAL SUPPORT | $119 | ||
| RAZOM | ||||||||
| 140 2ND AVE | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $1,030 | ||
| PANCANORG | ||||||||
| 1050 CONNECTICUT AVE NW SUITE 500 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $500 | ||
| HOMEFRONTIN | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL SUPPORT | $500 | ||
| S- DONATION TCS | ||||||||
| 320 WEST 57TH ST | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $1,107 | ||
| ROBINHOOD | ||||||||
| SPRING STUDIOS 6 ST JOHNS LN | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $1,365 | ||
| ROBINHOOD | ||||||||
| SPRING STUDIOS 6 ST JOHNS LN | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $550 | ||
| PB DWIGHT-ENGLE | ||||||||
| 315 EAST PALISADES AVENUE | ENGLEWOOD | NY | 07631 | PC | GENERAL SUPPORT | $2,500 | ||
| ANALYSIS GROUP | ||||||||
| 111 HUNTINGTON AVENUE 14TH FLOOR | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $110,000 | ||
| ANALYSIS GROUP | ||||||||
| 111 HUNTINGTON AVENUE 14TH FLOOR | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $55,000 | ||
| KLEINE-LEVIN SYNDROME FOUNDATION INC | ||||||||
| PO BOX 5382 | SAN JOSE | CA | 95150 | PC | GENERAL SUPPORT | $6,000 | ||
| KLEINE-LEVIN SYNDROME FOUNDATION INC | ||||||||
| PO BOX 5382 | SAN JOSE | CA | 95150 | PC | GENERAL SUPPORT | $7,000 | ||
| ANALYSIS GROUP | ||||||||
| 111 HUNTINGTON AVENUE 14TH FLOOR | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $25,000 | ||
| ANALYSIS GROUP | ||||||||
| 111 HUNTINGTON AVENUE 14TH FLOOR | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $10,000 | ||
| KLEINE-LEVIN SYNDROME FOUNDATION INC | ||||||||
| PO BOX 5382 | SAN JOSE | CA | 95150 | PC | GENERAL SUPPORT | $7,000 | ||
| AMERICARES | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,506,587 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $70,611 | Amt |
| Net Investment Income | $35,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RTW INNOVATION ONSHORE FUND, LP | $9,687,286 | $9,687,286 |
| RTW ONSHORE FUND ONE, LP | $54,863,413 | $54,863,413 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $58,547 | LegalFeesAmt |
| Net Investment Income | $29,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID TAXES | $22,000 | ||
| SECURITY DEPOSIT | $7,050 | $21,800 | $21,800 |
| COVID FILM | $325,000 | $325,000 | $325,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $15,015,573 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $92,183 | $0 | $0 |
| INSURANCE | $11,426 | $0 | $11,426 |
| RESEARCH EXPENSE | $92,875 | $0 | $92,875 |
| CONTRACT LABOR | $17,998 | $0 | $13,498 |
| PAYROLL EXPENSES | $81,442 | $0 | $73,052 |
| BANK FEES | $2,729 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $87,108 | $0 | $68,249 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $112,999 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110,508 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,188 | $0 | $10,534 |
| TAX EXPENSE | $167,000 | $0 | $0 |