STRATEGY STUDIO / PUBLIC DATA EXPLORER

RTW CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RTW CHARITABLE FOUNDATION (EIN 83-1433853)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349106570
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T14:50:32-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831433853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RTW CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRTWCBusinessNameControlTxt
Phone6465976980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 10TH AVE FLOOR 3AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNATE PELSMAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6465976980PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNATEPersonFirstNm
Person LastPELSMAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE ARRIGOPreparerPersonNm
PTINP00058583PTIN
Phone2129498700PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,430,010FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$96,039,303ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$78,604DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,604DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,416,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$992,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,416,182CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$346,488OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$47,563OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$97,880,577TotalRevAndExpnssAmt
Total Net Invst Incm$1,542,349TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$304,167CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$304,167CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$331,768OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$331,768OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$65,197PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$65,197PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$162,092LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$34,525LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$127,567LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,706AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,853AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,853AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$172,298OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$135,509OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$95,828InterestRevAndExpnssAmt
Interest Net Invst Incm$95,828InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$15,540DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$28,577OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$28,577OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$48,008TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$48,008TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$772,929OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$147,657OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$625,272OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,022,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$290,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,678,918TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,586,343ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$965,599ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,608,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$290,863TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,644,517TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$94,272,124ExcessRevenueOverExpensesAmt
Net Investment Income$1,251,486NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$143,272CashBOYAmt
Cash EOY$807,474CashEOYAmt
Cash EOYFMV$807,474CashEOYFMVAmt
Sav And Temp Cash Invst EOY$13,975SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,975SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$52,663PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$52,663PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$4,688,285CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$1,059,339OtherInvestmentsBOYAmt
Other Investments EOY$84,782,272OtherInvestmentsEOYAmt
Other Investments EOYFMV$84,782,272OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$435,116LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,540LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$419,576LandEOYAmt
Land EOYFMV$419,576LandEOYFMVAmt
Other Assets BOY$11,000OtherAssetsBOYAmt
Other Assets EOY$354,050OtherAssetsEOYAmt
Other Assets EOYFMV$354,050OtherAssetsEOYFMVAmt
Total Assets BOY$5,901,896TotalAssetsBOYAmt
Total Assets EOY$86,430,010TotalAssetsEOYAmt
Total Assets EOYFMV$86,430,010TotalAssetsEOYFMVAmt
Accounts Payable EOY$65,237AccountsPayableEOYAmt
Grants Payable EOY$620,744GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$685,981TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,901,896NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$85,744,029NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,901,896TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,744,029TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,901,896TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,430,010TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,901,896TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$94,272,124ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$100,174,020SubtotalAmt
Other Decreases$14,429,991OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$85,744,029TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
TOTAL SHORT TERM GAIN OR LOSS FROM PASSTHROUGH K-1SD$264,021$264,021
TOTAL LONG TERM GAIN OR LOSS FROM PASSTHROUGH K-1SD$201,889$201,889
101,500 SHS IMMUNOVANTI PHARMD$950,272$950,2722020-12-312021-06-04$992,950$42,678
FieldValueIRS element (for citing)
Capital Gain Net Income$1,416,182CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,396InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,396SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,396TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,484EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,484TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,088OverpaymentAmt
Applied To ES Tax$14,088AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.RTWFUNDS.COM/FOUNDATION/WebsiteAddressTxt
Individual With BooksCO RTW INVESTMENTS LPIndividualWithBooksNm
Phone6465976980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 10TH AVE FLOOR 7AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10014ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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
DR RODERICK WONG
40 10TH AVE FLOOR 3NEW YORKNY10014DIRECTOR & CHAIRMAN2.00$0$0$0
STEPHANIE A SIROTA
40 10TH AVE FLOOR 3NEW YORKNY10014DIRECTOR & PRESIDENT2.00$0$0$0
ALICE LEE
40 10TH AVE FLOOR 3NEW YORKNY10014DIRECTOR & SECRETARY2.00$0$0$0
DR JOSHUA KENNEDY-SMITH PHD
40 10TH AVE FLOOR 7NEW YORKNY10014DIRECTOR2.00$0$0$0
PIRATIP PRATUMSUWAN
40 10TH AVE FLOOR 7NEW YORKNY10014DIRECTOR2.00$0$0$0
KRISHA MCCUNE
40 10TH AVE FLOOR 7NEW YORKNY10014DIRECTOR2.00$0$0$0
MICHELLE KRINKE
40 10TH AVE FLOOR 7NEW YORKNY10014DIRECTOR2.00$0$0$0
JAMIE LYNNE SULLIVAN
40 10TH AVE FLOOR 7NEW YORKNY10014DIRECTOR2.00$0$0$0
NATE PELSMA MBA
40 10TH AVE FLOOR 3NEW YORKNY10014TREASURER/COO40.00$91,667$0$0
DEBORAH SLIPETZ PHD
40 10TH AVE FLOOR 3NEW YORKNY10014EXECUTIVE DIRECTOR/VP40.00$212,500$0$0
MARTI SPERANZA WONG
40 10TH AVE FLOOR 3NEW YORKNY10014DIR. & PRES. OF COMMUNITY ENGAGEME2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RANGE MEDIA PARTNERS LLC
1553 TOWER GROVE DRIVEBEVERLY HILLSCA90210VIDEO PRODUCTION$325,000
PATTERSON BELKNAP WEBB & TYLER LLP
1133 AVENUE OF THE AMERICASNEW YORKNY10036LEGAL FEES$138,744
KORN FERRY
1900 AVENUE OF THE STARS SUITE 2600LOS ANGELESCA90067ORGANIZATIONAL CONSULTING$55,677
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$860,128AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,546,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$80,105,239FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$82,512,201TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$82,512,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,237,683CashDeemedCharitableAmt
Net Vl Noncharitable Assets$81,274,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,063,726MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,063,726MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,396TaxBasedOnInvestmentIncomeAmt
Income Tax$56,310IncomeTaxAmt
Total Tax$73,706TotalTaxAmt
Distributable Before Adj$3,990,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,990,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,990,020DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,644,517ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$523,566CharitableAssetsAcquisPaidAmt
Qualifying Distributions$3,168,083QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,990,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$11,690ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$275,218ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$286,908TotalExcessDistributionCyovAmt
Qualifying Distributions$3,168,083QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,168,083AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$286,908ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$286,908ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$535,029UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR RODERICK WONGContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDEBORAH SLIPETZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line140 10TH AVENUE FLOOR 3AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10014ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6465976980RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS FILL OUT A LETTER OF INTENT ON THE FOUNDATION'S WEBSITE - HTTPS://WWW.RTWFUNDS.COM/FOUNDATION/GRANT-PROGRAMS/FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSEE AREA OF FOCUS ON THE FOUNDATION'S WEBSITE - HTTPS://WWW.RTWFUNDS.COM/FOUNDATION/GRANT-PROGRAMS/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
GLOBAL GENOMIC MEDICINE COLLABORATIVE
1821 HILLANDALE ROAD STE 1B-254DURHAMNC27705N/APCGENERAL SUPPORT$150,000
CYSTIC FIBROSIS FOUNDATION
222 BLOOMINGDALE ROAD ATTNWHITE PLAINSNY10605N/APCGENERAL SUPPORT$4,082CASSANDRA BOLA
THE JOHN RITTER FOUNDATION FOR AORTIC HEALTH
11901 SANTA MONICA BOULEVARD 410LOS ANGELESCA90025N/APCGENERAL SUPPORT$250
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065N/APCGENERAL SUPPORT$7,500
UNIVERSITY OF UTAH
50N 2030E BLD 533SALT LAKE CITYUT84112N/APCGENERAL SUPPORT$150,000
NATIONAL INSTITUTES OF HEALTHNATIONAL INSTITUTE OF NEUROLOGICAL
BUILDING 31 ROOM 8A52 31 CENTERBETHESDAMD208922540N/APCGENERAL SUPPORT$79,882DRIVE MSC 2540
LELAND STANFORD JUNIOR UNIVERSITY
CHARM LAB BUILDING 550 ROOM 107 416STANFORDCA943052203N/APCGENERAL SUPPORT$80,095ESCONDIDO MALL
THE BOWERY MISSION
PO BOX 2000 MURRAY HILL STATIONNEW YORKNY10156N/APCGENERAL SUPPORT$5,500
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1425 MADISON / ICAHN 13-020CNEW YORKNY10029N/APCGENERAL SUPPORT$50,000
WEILL CORNELL MEDICAL COLLEGE OF CORNELL UNIVERSITY
525 E 68TH ST DEPT EM M-130NEW YORKNY10065N/APCGENERAL SUPPORT$55,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003N/APCGENERAL SUPPORT$37,360
BROWN UNIVERSITY
233 RICHMOND ST BOX GR140PROVIDENCERI02912N/APCGENERAL SUPPORT$165,000
USA PRIORY OF ST JOHN
1850 M ST NW 1070WASHINGTONDC20036N/APCGENERAL SUPPORT$180,000
THE INT'L ASSOC FOR HUMAN CARING (THEIAHCORG)
PO BOX 6703GRAND RAPIDSMI49516N/APCGENERAL SUPPORT$930
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$965,599TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
NYU GROSSMAN SCHOOL OF MEDICINE
435 EAST 30TH STREET 8TH FLOOR ROOM806NEW YORKNY10016N/APCGENERAL SUPPORT$150,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3535 MARKET ST SUITE 700 ROOM 714PHILADELPHIAPA19104N/APCGENERAL SUPPORT$165,000
UNIVERSITY OF UTAH DEPT OF NEUROLOGY
175 N MEDICAL DR E RM 5001SALT LAKE CITYUT84132N/APCGENERAL SUPPORT$150,000
MURDOCH CHILDREN'S RESEARCH INSTITUTE
N/APCGENERAL SUPPORT$155,74450 FLEMINGTON RDPARKVILLEVICTORIAAS
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$620,744TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,604ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,416,182ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER PARTNERSHIP NET INVESTMENT INCOME01$47,563
OTHER PARTNERSHIP UBTI$0525990$298,925

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$298,925UnrelatedBusinessTaxblIncmAmt
Exclusion$1,542,349ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,841,274TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
PGGL FAMILY TRUST LLC
140 10TH AVE FLOOR 7NEW YORKNY10014$1,661,154Yes (X)
PGGL FAMILY TRUST LLC
240 10TH AVE FLOOR 7NEW YORKNY10014$57,178,149Yes (X)
PGGL FAMILY TRUST LLC
340 10TH AVE FLOOR 7NEW YORKNY10014$9,200,000Yes (X)
DR RODERICK WONG
440 10TH AVE FLOOR 7NEW YORKNY10014$28,000,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1CAPITAL IN RTW INNOVATION ONSHORE FUND, LP$1,661,1542021-02-01
2CAPITAL IN RTW ONSHORE FUND ONE, LP$57,178,1492021-02-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SCHALL & ASHENFARB$11,000$5,500$5,500
EISNERAMPER LLP$2,500$1,250$1,250
FINANCIAL OPERATIONS$12,206$6,103$6,103

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFURNITURE & EQUIP. - 40 10TH AVEPropertyDesc
Acquired2021-09-30AcquiredDt
Cost Or Other Basis$435,116CostOrOtherBasisAmt
Computation MethodSLComputationMethodTxt
Life7.000000000000LifeRt
Current Year Expense$15,540CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RTW INNOVATION ONSHORE FUND, LPFMV$12,461,551$12,461,551
RTW ONSHORE FUND ONE, LPFMV$72,320,721$72,320,721

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFURNITURE & EQUIP. - 40 10TH AVECategoryOrItemTxt
Cost Or Other Basis$435,116CostOrOtherBasisAmt
Accumulated Depreciation$15,540AccumulatedDepreciationAmt
Book Value$419,576BookValueAmt
EOYFMV$419,576EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$162,092LegalFeesAmt
Net Investment Income$34,525NetInvestmentIncomeAmt
Disbursements Charitable Prps$127,567DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID TAXES$11,000$22,000$22,000
SECURITY DEPOSIT$0$7,050$7,050
COVID FILM$0$325,000$325,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$14,429,991Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$389$389$0
INVESTMENT EXPENSES THROUGH K-1:$147,268$147,268$0
OTHER EXPENSES$26,805$0$26,805
EMPLOYEE MORALE$35,787$0$35,787
PROGRAM EVENTS$1,803$0$1,803
PATIENT SPONSORSHIPS$476,327$0$476,327
COMMUNITY EDUCATION$73,283$0$73,283
OFFICE SUPPLIES AND EQUIPMENT$4,585$0$4,585
ADVERTISING$675$0$675
INSURANCE$6,007$0$6,007

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP NET INVESTMENT INCOME$47,563$47,563$47,563
OTHER PARTNERSHIP UBTI$298,925$298,925

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$63,100$0$26,311
OTHER PROFESSIONAL SERVICES$14,035$0$14,035
RECRUITING$29,250$0$29,250
OUTSIDE SERVICES$64,643$0$64,643
IT$1,270$0$1,270

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
PGGL FAMILY TRUST LLC
40 10TH AVENUE FLOOR 7NEW YORKNY10014
RW NOMAD LLC
40 10TH AVENUE FLOOR 7NEW YORKNY10014