CHARLES A DANA FDN INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A DANA FDN INC (EIN 06-6036761)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349100146
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T11:04:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066036761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES A DANA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2122234040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 AVENUE OF THE AMERICAS 12TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100201725 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALDINE AMERA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122234040 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F BLANEY CPA CFE | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,373,672 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $339,543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $339,543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $547,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,009,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,213,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,116,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,656,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $273,418 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,110,136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,373,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,116,375 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,162,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $148,970 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,013,230 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,846,525 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $75,593 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,770,932 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,591,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $90,903 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,382,671 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,722 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $60,102 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100,944 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $89,944 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,022,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $517,080 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $611,987 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $614,405 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $207,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $149,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $381,282 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $454,572 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $276,939 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $282,959 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $74,053 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $88,028 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $569,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,725,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $557,046 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,290,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,321,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,311,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,257,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,817,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,548,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,321,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,128,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,174,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,794,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,089,739 | CashBOYAmt |
| Cash EOY | $2,307,258 | CashEOYAmt |
| Cash EOYFMV | $2,307,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,603,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,502,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,502,821 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $16,348,672 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,464,174 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,464,174 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $227,194,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $259,059,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $259,059,225 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,401,545 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,040,194 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,040,194 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $258,637,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,373,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,373,672 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $299,389 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $103,439 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,999,916 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,439,999 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,449,814 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,746,864 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,749,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,290,302 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $245,888,393 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $267,083,370 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $245,888,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,083,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $258,637,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,373,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $245,888,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,174,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,173,240 | OtherIncreasesAmt |
| Subtotal | $267,886,777 | SubtotalAmt |
| Other Decreases | $803,407 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,083,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| KING STREET CAPITAL | P | $89,413 | $89,413 | $89,413 | |
| ONE RIVER BITCOIN FEEDER FUND, LTD. | P | $2,105,584 | $105,584 | $105,584 | $2,000,000 |
| 1175.623 FINE TROY OUNCES GOLD | P | $3,112,168 | $1,454,069 | $1,454,069 | $1,658,099 |
| SALES OF PUBLICLY TRADED SECURITIES | P | $30,382,781 | $72,042 | $72,042 | $30,310,739 |
| WARBURG PINCUS JOVIAN GG, L.P. | P | $426,732 | $204,548 | $204,548 | $222,184 |
| 1607 CAPITAL INTERNATIONAL EQUITE FUND, LP | P | $435,998 | $435,998 | ||
| ABBOTT CAPITAL PRIVATE EQUITY FUND VI, L.P. | P | $225,687 | $225,687 | ||
| ADAGE CAPITAL PARTNERS, L.P. | P | -$25,437 | -$25,437 | ||
| ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED | P | $1,741,983 | $1,741,983 | ||
| CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P.-SERIES KPS SPECIAL SITUATIONS FUND | P | $397,571 | $397,571 | ||
| CA RESOURCES (US TAX-EXEMPT), L.P.-SERIES KPS SSF VI (A) | P | -$52 | -$52 | ||
| SERIES THIRD ROCK VENTURES VI - CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. | P | -$46,791 | -$46,791 | ||
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP | P | $17,882 | $17,882 | ||
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LP | P | $105,228 | $105,228 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS VIII, L.P. | P | $181,062 | $181,062 | ||
| COMMONFUND INTERNATIONAL PARTNERS VI, LP | P | $48,727 | $48,727 | ||
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, LP | P | $108,475 | $108,475 | ||
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | $165,335 | $165,335 | ||
| DODDINGTON EMERGING MARKETS FUND, LLC | P | $145,797 | $145,797 | ||
| ENCAP FLATROCK MIDSTREAM FUND IV, L.P. | P | $3,692 | $3,692 | ||
| ITE RAIL FUND, LP | P | $11,337 | $11,337 | ||
| KHC PARTNERS FUND LP | P | $173,938 | $173,938 | ||
| KLINE HILL PARTNERS FUND II LP | P | $14,086 | $14,086 | ||
| KLINE HILL PARTNERS FUND III, LP | P | $74,755 | $74,755 | ||
| KLINE HILL PARTNERS OPPORTUNITY FUND III, LP | P | $39,015 | $39,015 | ||
| KLINE HILL PARTNERS CORE FUND V LP-SCA | P | $12,313 | $12,313 | ||
| KLINE HILL PARTNERS OPPORTUNITY FUND V LP | P | $9,642 | $9,642 | ||
| KNIGHTSBRIDGE VENTURE CAPITAL VI LP SERIES VC | P | $1,885 | $1,885 | ||
| LEAD EDGE CAPITAL V, LP | P | $30,995 | $30,995 | ||
| LEAD EDGE CAPITALI VI, LP | P | $36,476 | $36,476 | ||
| MOONRISE CHINA PARTNERS II LP | P | $8,659 | $8,659 | ||
| QIMING VENTURE PARTNERS VII, LP | P | -$254 | -$254 | ||
| QIMING VENTURE PARTNERS VIII, LP | P | $1,222 | $1,222 | ||
| RENAISSANCE INSTITUTIONAL DIVERSIFIED GLOBAL EQUITIES ONSHORE FUND LP (FINAL | P | $2,238,662 | $2,238,662 | ||
| THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST | P | $554,913 | $554,913 | ||
| THE OVERLOOK PARTNERS FUND LP | P | -$206,024 | -$206,024 | ||
| TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P. | P | $304,286 | $304,286 | ||
| TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P. | P | $21,531 | $21,531 | ||
| TRUEBRIDGE CAPITAL PARTNERS FUND VII, L.P. | P | $10,510 | $10,510 | ||
| TRUEBRIDGE GLOBAL PREMIER I, L.P. | P | $1,810 | $1,810 | ||
| WARBURG PINCUS GLOBAL GROWTH, L.P. | P | $24,158 | $24,158 | ||
| LESS: UBI CAPITAL GAINS THROUGH K-1S | P | -$137,855 | -$137,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,656,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $358,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $358,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $358,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $321,844 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $471,844 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $113,297 | OverpaymentAmt |
| Applied To ES Tax | $113,297 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DANA.ORG | WebsiteAddressTxt |
| Individual With Books | GERALDINE AMERA | IndividualWithBooksNm |
| Phone | 2122234040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 AVENUE OF THE AMERICAS 12TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100201725 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE MONTOJO | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR, PRESIDENT | 35.00 | $525,200 | $131,397 | $0 |
| STEVEN E HYMAN | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR, CHAIRMAN | 2.00 | $6,000 | $0 | $0 |
| CHARLES A DANA III | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR, VICE CHAIRMAN | 2.00 | $6,000 | $0 | $0 |
| WALLACE COOK | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR, SECRETARY | 2.00 | $6,000 | $0 | $0 |
| HILDEGARDE MAHONEY | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| PETER NADOSY | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| HUSSEINI K MANJI | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| PAULA A KERGER | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| GERALDINE AMERA | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | CHIEF OPERATING OFFICER, TREASURER | 35.00 | $305,500 | $121,343 | $0 |
| KHARA RAMOS | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 100201725 | VP OF NEUROSCIENCE & SOCIETY | 35.00 | $289,500 | $85,349 | $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 |
|---|---|---|---|---|---|---|---|---|
| JAMES RUTT | ||||||||
| 1270 AVE OF THE AMERICAS 12TH FL | NY | NY | 100201725 | CHIEF INFORMATION OF | 35.00 | $270,000 | $114,876 | $0 |
| PAT MANGINI SCOPELLITO | ||||||||
| 1270 AVE OF THE AMERICAS 12TH FL | NY | NY | 100201725 | DIRECTOR, HUMAN RESO | 35.00 | $141,000 | $90,893 | $0 |
| BRIGIDA CADIZ-GAY | ||||||||
| 1270 AVE OF THE AMERICAS 12TH FL | NY | NY | 100201725 | CONTROLLER | 35.00 | $140,500 | $58,812 | $0 |
| ANN WHITMAN | ||||||||
| 1270 AVE OF THE AMERICAS 12TH FL | NY | NY | 100201725 | DIRECTOR, COMMUNICAT | 35.00 | $130,000 | $51,722 | $0 |
| ISHAN DASGUPTA | ||||||||
| 1270 AVE OF THE AMERICAS 12TH FL | NY | NY | 100201725 | PROGRAM OFFICER | 35.00 | $117,500 | $49,745 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 021102112 | INVESTMENT MGMT. & ADVISORY | $527,335 |
| SSI (US) INC DBA SPENCER STUART | |||||
| 353 N CLARK STREET SUITE 2400 | CHICAGO | IL | 60131 | RECRUITMENT CONSULTANT | $132,000 |
| ENTENTE LLC | |||||
| 25 WEST MAIN ST 5TH FL | MADISON | WI | 53703 | COMMUNICATION CONSULTANT | $131,750 |
| SPECIAL D EVENTS | |||||
| 3656 BETS ROSS | ROYAL OAK | MI | 48073 | SPECIAL EVENTS COORDINATOR | $95,764 |
| PKF O'CONNOR DAVIES | |||||
| 245 PARK AVENUE | NEW YORK | NY | 10167 | AUDIT AND TAX COMPLIANCE | $85,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNICATIONS -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 | $1,111,189 | Expenses1Amt |
| Description2 | GRANTS 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 | $5,378,077 | Expenses2Amt |
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 | $18,333,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,596,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $254,532,239 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $278,461,954 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $278,461,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,176,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,285,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,714,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,714,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $358,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $358,547 | TotalTaxAmt |
| Distributable Before Adj | $13,355,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $264,498 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,620,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,620,202 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,128,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,128,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,620,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,578 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,128,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,578 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,620,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,481,755 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,481,755 | 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 | $1,481,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,481,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CELINA SOOKSATAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 AVENUE OF THE AMERICAS 12TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100201725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122234040 | RecipientPhoneNum |
| Recipient Email Address | CSOOKSATAN@DANA.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A LETTER FULLY DESCRIBING THE PROPOSED REQUEST INCLUDING PROPOSED FUNDING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS 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 (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE (AAAS) | |||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | N/A | PC | NEUROSCIENCE & SOCIETY | $148,000 | ||||
| AMERICAN BRAIN FOUNDATION | |||||||||||
| 201 CHICAGO AVE | MINNEAPOLIS | MN | 55415 | N/A | PC | NEUROSCIENCE & SOCIETY | $283,000 | ||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| AMERICAN RED CROSS NATIONAL HEADQUARTERS | |||||||||||
| PO BOX 37243 | WASHINGTON | DC | 200065310 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| AMERICAN REPERTORY THEATER | |||||||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| AURICLE COMMUNICATIONS | |||||||||||
| PO BOX 2011 | JERSEY CITY | NJ | 07302 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $100 | ||||
| BAYLOR COLLEGE OF MEDICINE | |||||||||||
| 1 BAYLOR PL | HOUSTON | TX | 77030 | N/A | PC | NEUROSCIENCE & SOCIETY | $150,700 | ||||
| BIOBUS | |||||||||||
| 1361 AMSTERDAM SUITE 340 | NEW YORK | NY | 10027 | N/A | PC | NEUROSCIENCE & SOCIETY | $5,000 | ||||
| BOSTON SYMPHONY ORCHESTRA | |||||||||||
| 300 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| BREARLEY SCHOOL | |||||||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||||||
| 28 W 44 STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $15,000 | ||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02116 | N/A | PC | CLINICAL NEUROSCIENCE RESEARCH | $5,000 | ||||
| BROOKLYN COMMUNITY BAIL FUND | |||||||||||
| 195 MONTAGUE ST 14TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $253 | ||||
| BROWN UNIVERSITY | |||||||||||
| 190 THAYER ST BOX 1821 | PROVIDENCE | RI | 02912 | N/A | PC | NEUROSCIENCE & SOCIETY | $354,406 | ||||
| CAMBRIDGE IN AMERICA | |||||||||||
| CLARE COLLEGE | NEW YORK | NY | 10036 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| CHARLES RIVER SCHOOL | |||||||||||
| 6 OLD MEADOW ROAD | DOVER | MA | 02030 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| CHICAGO COUNCIL ON SCIENCE & TECHNOLOGY | |||||||||||
| 10 W 35TH STREET | CHICAGO | IL | 60616 | N/A | PC | NEUROSCIENCE & SOCIETY | $150,000 | ||||
| CHS NORTH AMERICAN FOUNDATION INC | |||||||||||
| 21C ORINDA WAY | ORINDA | CA | 94563 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $3,500 | ||||
| CLEAN AIR TASK FORCE INC | |||||||||||
| 114 STATE STREET | BOSTON | MA | 02109 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $2,000 | ||||
| COLLEGE OF CHARLESTON FOUNDATION | |||||||||||
| 11 COLLEGE WAY | CHARLESTON | SC | 29401 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $15,000 | ||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||
| 615 WEST 131 STREET 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | NEUROSCIENCE & SOCIETY | $142,504 | ||||
| COMMUNITIES IN SCHOOLS | |||||||||||
| 2345 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $4,000 | ||||
| COOPER UNION | |||||||||||
| 30 COOPER SQUARE | NEW YORK | NY | 10003 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| COUNCIL ON FOUNDATIONS (COF) | |||||||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING SUPPORT | $16,000 | ||||
| DANA-FARBER CANCER INSTITUTE | |||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02445 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $40,000 | ||||
| DARTMOUTH COLLEGE | |||||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| EUROPEAN BRAIN COUNCIL | |||||||||||
| N/A | PC | NEUROSCIENCE & SOCIETY | $25,000 | RUE DEGMONT 11 | BRUSSELS | BE | |||||
| FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES (FENS) | |||||||||||
| N/A | PC | NEUROSCIENCE & SOCIETY | $66,800 | 11 RUE DEGMONT | BERLIN | BE | |||||
| FRANK LLOYD WRIGHT'S MARTIN HOUSE CORPORATION | |||||||||||
| 143 JEWETT PARKWAY | BUFFALO | NY | 14214 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $20,000 | ||||
| FRESH RX INC | |||||||||||
| 1260 S FEDERAL HWY STE 101 | BOYNTON BEACH | FL | 33435 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $7,500 | ||||
| FRIENDS OF ST FRANCIS XAVIER UNIVERSITY | |||||||||||
| 375 CONCORD AVENUE SUITE 004 | BELMONT | MA | 02478 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| HARVARD MEDICAL SCHOOL | |||||||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| HARVARD SCHOLARS AT RISK | |||||||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| HEALTHY BRAINS GLOBAL INITIATIVE INC | |||||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| HISTORIC CHARLESTON FOUNDATION | |||||||||||
| 40 EAST BAY STREET | CHARLESTON | SC | 29401 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| ICAHN SCOOL OF MEDICINE AT MOUNT SINAI | |||||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | NEUROSCIENCE & SOCIETY | $5,000 | ||||
| ICAHN SCOOL OF MEDICINE AT MOUNT SINAI | |||||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | NEUROSCIENCE & SOCIETY | $37,800 | ||||
| INSTITUTE FOR METHODS INNOVATION | |||||||||||
| 1752 CHARLES AVE | ARCATA | CA | 95521 | N/A | PC | NEUROSCIENCE & SOCIETY | $37,000 | ||||
| INSTITUTE OF NEUROETHICS INC IONX | |||||||||||
| 2112 SOMERSET PL SE | ATLANTA | GA | 30316 | N/A | PC | NEUROSCIENCE & SOCIETY | $35,000 | ||||
| INTERNATIONAL BRAIN BEE | |||||||||||
| 1121 14TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | NEUROSCIENCE & SOCIETY | $35,000 | ||||
| INTERNATIONAL BRAIN RESEARCH ORGANIZATION (IBRO) | |||||||||||
| N/A | PC | NEUROSCIENCE & SOCIETY | $126,000 | 255 RUE SAINT-HONORE | PARIS | FR | |||||
| ISRAEL SCHOLARSHIP EDUCATION FOUNDATION | |||||||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | N/A | PC | NEUROSCIENCE & SOCIETY | $186,000 | ||||
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| LIGHTHOUSE GUILD INTERNATIONAL INC | |||||||||||
| 250 W 64TH ST FL 6 | NEW YORK | NY | 100236402 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $3,000 | ||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||||||
| 70 LINCOLN CENTER PLAZA 9TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $2,000 | ||||
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $4,000 | ||||
| LOYOLA UNIVERSITY OF CHICAGO | |||||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60660 | N/A | PC | NEUROSCIENCE & SOCIETY | $750,000 | ||||
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||||||
| 1702 EAST HIGHLAND | PHOENIX | AZ | 85016 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $4,000 | ||||
| MARSHALL UNIVERSITY RESEARCH CORPORATION | |||||||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGON | WV | 25755 | N/A | PC | NEUROSCIENCE & SOCIETY | $130,100 | ||||
| MASS GENERAL BRIGHAM INC | |||||||||||
| 399 REVOLUTION DRIVE STE 645 | SOMERVILLE | MA | 02145 | N/A | PC | NEUROSCIENCE & SOCIETY | $150,000 | ||||
| MASSACHUSETTS GENERAL HOSPITAL (MGH) | |||||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | N/A | PC | NEUROSCIENCE & SOCIETY | $1,000,000 | ||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| 13TH STREET BLDG149 CHARLESTOWN | BOSTON | MA | 02129 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| MATTHEW FRIEDMAN MEMORIAL FOUNDATION | |||||||||||
| 7 PIERSON RD | MORGANVILLE | NJ | 07751 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $1,200 | ||||
| MAYO CLINIC | |||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $50,000 | ||||
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | |||||||||||
| 18 BEE STREET MSC450 | CHARLESTON | SC | 29425 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| NATIONAL ACADEMIES OF SCIENCE | |||||||||||
| 500 FIFTH ST NW | WASHINGTON | DC | 20001 | N/A | PC | NEUROSCIENCE & SOCIETY | $80,000 | ||||
| NATIONAL MUSEUMS OF THE SMITHSONIAN INSTITUTION | |||||||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $30,000 | ||||
| NATIONAL POSTDOCTORAL ASSOCIATION | |||||||||||
| 4701 SANGAMORE RD SUITE 100N 6043 | BETHESDA | MD | 20816 | N/A | PC | NEUROSCIENCE & SOCIETY | $10,000 | ||||
| NATIONAL SAILING HALL OF FAME MUSEUM INC | |||||||||||
| 365 THAMES STREET | NEWPORT | RI | 02840 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| NEW YORK ROAD RUNNERS INC | |||||||||||
| YCS DONATIONS PO BOX 22171 | NEW YORK | NY | 10019 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $800 | ||||
| NEWPORT HOSPITAL FOUNDATION INC | |||||||||||
| 11 FRIENDSHIP STREET | NEWPORT | RI | 02840 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $15,000 | ||||
| NORTON MUSEUM OF ART INC | |||||||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| ONE SANDWICH AT A TIME | |||||||||||
| 15 FISHER LANE SUITE 200 | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| PALM BEACH CIVIC ASSOCIATION | |||||||||||
| 139 N COUNTY ROAD SUITE 33 | PALM BEACH | FL | 33480 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $8,000 | ||||
| PALM BEACH POLICE & FIRE FOUNDATION INC | |||||||||||
| 190 NORTH COUNTY ROAD SUITE 26 | PALM BEACH | FL | 33480 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $6,000 | ||||
| PEAK GRANTMAKING | |||||||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||
| PHILANTHROPY NEW YORK (PNY) | |||||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||
| RIVERSIDE PARK CONSERVANCY | |||||||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NEW YORK | NY | 10115 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $4,000 | ||||
| ROSEMONT COLLEGE | |||||||||||
| 1400 MONTGOMERY AVENUE | ROSEMONT | PA | 19010 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| SCIENCE FRIDAY | |||||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | N/A | PC | NEUROSCIENCE & SOCIETY | $90,924 | ||||
| SCIENCE LIVE PRODUCTIONS INC | |||||||||||
| 560 2ND STREET 2F | BROOKLYN | NY | 11215 | N/A | PC | NEUROSCIENCE & SOCIETY | $22,600 | ||||
| SOCIAL GOOD FUND | |||||||||||
| PO BOX 5473 | RICHMOND | CA | 948054021 | N/A | PC | NEUROSCIENCE & SOCIETY | $235,000 | ||||
| SOCIETY FOR NEUROSCIENCE (SFN) | |||||||||||
| 1121 14TH STREET NW SUITE 1010 | WASHINGTON | DC | 20005 | N/A | PC | NEUROSCIENCE & SOCIETY | $135,000 | ||||
| ST BARTHOLOMEW CATHOLIC CHURCH | |||||||||||
| 5356 11TH STREET | KATY | TX | 77493 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $300 | ||||
| ST GEORGE'S SCHOOL | |||||||||||
| PO BOX 1910 | NEWPORT | RI | 02842 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| ST IGNATIUS SCHOOL | |||||||||||
| 740 MANIDA ST | BRONX | NY | 10474 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $1,400 | ||||
| ST THOMAS MORE PLAY GROUP | |||||||||||
| 65 E 89 STREET | NEW YORK | NY | 10128 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| STANFORD UNIVERSITY | |||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94305 | N/A | PC | NEUROSCIENCE & SOCIETY | $40,000 | ||||
| STUYVESANT HS ALUMNI ASSOCIATION | |||||||||||
| PO BOX 3531 | NEW YORK | NY | 10008 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $1,000 | ||||
| THE BRIGID ALLIANCE | |||||||||||
| PO BOX 58 | NEW YORK | NY | 100240058 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $240 | ||||
| THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| THE HOTCHKISS SCHOOL | |||||||||||
| ALUMNI AND DEVELOPMENT OFFICE PO | LAKEVILLE | CT | 06039 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | BOX 800 11 INTERLAKEN RD | |||
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||||||
| PENN STATE ABINGTON 1600 WOODLAND | ABINGTON | PA | 19001 | N/A | PC | NEUROSCIENCE & SOCIETY | $5,000 | RD | |||
| THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA | |||||||||||
| ARC 516G 3615 CIVIC CENTER | PHILADELPHIA | PA | 19104 | N/A | PC | IMAGING | $34,616 | BOULEVARD | |||
| THE PRESERVATION FOUNDATION OF PALM BEACH | |||||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $5,000 | ||||
| THE SOCIETY OF THE FOUR ARTS | |||||||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $10,000 | ||||
| UNITED ANIMAL NATIONS DBA REDROVER | |||||||||||
| PO BOX 188890 | SACRAMENTO | CA | 958115208 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $4,000 | ||||
| UNITED STATES ASSOCIATION OF UNHCR | |||||||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $247 | ||||
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||||
| 1111 FRANKLIN STREET 6TH FLOOR | BERKELEY | CA | 94702 | N/A | PC | NEUROSCIENCE & SOCIETY | $353,500 | ||||
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||||||
| 100 THEORY | IRVINE | CA | 92697 | N/A | PC | NEUROSCIENCE & SOCIETY | $180,000 | ||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||
| 635 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | N/A | PC | NEUROSCIENCE & SOCIETY | $2,000,000 | NRB313 | |||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| 185 BERRY ST SUITE 120 | SAN FRANCISCO | CA | 94107 | N/A | PC | NEUROSCIENCE & SOCIETY | $150,000 | ||||
| UNIVERSITY OF MINNESOTA | |||||||||||
| 450 MCNAMARA ALUMNI CENTER 200 OAK | MINNEAPOLIS | MN | 55455 | N/A | PC | NEUROSCIENCE & SOCIETY | $262,998 | STREET SE | |||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||||
| 104 AIRPORT ROAD SUITE 2200 CB 1350 | CHAPEL HILL | NC | 27599 | N/A | PC | NEUROSCIENCE & SOCIETY | $149,900 | ||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | PC | NEUROSCIENCE & SOCIETY | $149,906 | ||||
| UNIVERSITY OF VIRGINIA SCHOOL OF LAW FOUNDATION | |||||||||||
| NORTH GROUNDS | CHARLOTTESVILLE | VA | 22903 | N/A | PC | DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT | $25,000 | ||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| 750 REPUBLICAN STREET BLDG E RM 213 | SEATTLE | WA | 98109 | N/A | PC | NEUROSCIENCE & SOCIETY | $219,270 | ||||
| USAGAINSTALZHEIMER'S | |||||||||||
| 5614 CONNECTICUT AVENUE NW 288 | WASHINGTON | DC | 20015 | N/A | PC | NEUROSCIENCE & SOCIETY | $150,000 | ||||
| VIRGINIA TECH | |||||||||||
| NORTH END CENTER | BLACKSBURG | VA | 24060 | N/A | PC | NEUROSCIENCE & SOCIETY | $75,000 | ||||
| WORLD WILDLIFE FUND | |||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PC | EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,817,064 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02116 | N/A | PC | CLINICAL NEUROSCIENCE RESEARCH | $150,000 | |
| MASSACHUSETTS GENERAL HOSPITAL (MGH) | ||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | N/A | PC | NEUROSCIENCE & SOCIETY | $4,000,000 | |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 450 EAST 29TH ST ALEXANDRIA EAST | NEW YORK | NY | 10016 | N/A | PC | IMAGING | $100,000 | TOWER 9TH FLOOR |
| RESEARCH AMERICA | ||||||||
| 241 18TH STREET SOUTH NO 501 | ARLINGTON | VA | 22202 | N/A | PC | NEUROSCIENCE & SOCIETY | $49,999 | |
| SOCIETY FOR NEUROSCIENCE (SFN) | ||||||||
| 1121 14TH STREET NW SUITE 1010 | WASHINGTON | DC | 20005 | N/A | PC | NEUROSCIENCE & SOCIETY | $140,000 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 635 CHARLES E YOUNG DRIVE SOUTH | LOS ANGELES | CA | 90095 | N/A | PC | NEUROSCIENCE & SOCIETY | $3,000,000 | NRB313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,439,999 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ROYALTIES | Desc |
| Related Or Exempt Function Incm | $3,391 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339,543 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,514 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $545,576 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $137,855 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,075,254 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| GRANT RECOVERIES | 01 | $264,498 | ||
| OTHER K-1 UBIT INCOME | $342,106 | 901101 | -$342,106 | |
| OTHER INCOME | 01 | $3,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$202,737 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,572,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,391 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,373,160 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | IN 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 CONTRACTS | RelationshipStatementTxt |
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 | FINANCIAL STATEMENT AUDIT AND TAX COMPLIANCE | CategoryTxt |
| Amt | $100,944 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $89,944 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE DANA FOUNDATION HEREBY ELECTS UNDER REG SEC 53-4942(A)-3(D)(20) TO APPLY THE UNDISTRIBUTED INCOME OF $ FROM 2017 AND 2018 | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHADWICK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3046 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-05-17 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | OCTOBER 16, 2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES | FormAndLineReferenceDesc |
| Medium Explanation | NAME 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] NO | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,464,174 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,464,174 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (67 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1315 CAPITAL EMERGING GROWTH & BUYOUT PARALLEL, LP | FMV | $376,153 | $376,153 |
| 1315 CAPITAL III PARALLEL, LP | FMV | $170,401 | $170,401 |
| 1607 CAPITAL INTERNATIONAL EQUITE FUND, LP | FMV | $8,406,367 | $8,406,367 |
| ABBOTT CAPITAL PRIVATE EQUITY FUND VI, L.P. | FMV | $968,095 | $968,095 |
| ACCOLADE PARTNERS BLOCKCHAIN II FEEDER, L.P. | FMV | $1,215,800 | $1,215,800 |
| ACCOLADE PARTNERS BLOCKCHAIN III SEED FEEDER, L.P. | FMV | $112,235 | $112,235 |
| ACCOLADE PARTNERS BLOCKCHAIN III VENTURE FEEDER, L.P. | FMV | $393,465 | $393,465 |
| ADAGE CAPITAL PARTNERS, L.P. | FMV | $63,316,720 | $63,316,720 |
| ARGA EMERGING MARKETS EQUITY FUND | FMV | $3,000,000 | $3,000,000 |
| ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED | FMV | $14,414,616 | $14,414,616 |
| ASPEX GLOBAL FUND-CLASS B-CLASS B | FMV | $7,846,642 | $7,846,642 |
| BRILLIANT LIGHT POWER 7.44 SHARES | FMV | $17,844 | $17,844 |
| CA RESOURCES FUND (U.S. TAX- EXEMPT) L.P. - SERIES KPS SPECIAL SITUATIONS FU | FMV | $2,269,747 | $2,269,747 |
| CA RESOURCES (US TAX-EXEMPT), L.P.-SERIES KPS SSF VI (A) | FMV | $398,605 | $398,605 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP | FMV | $1,534,746 | $1,534,746 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LP | FMV | $29,755 | $29,755 |
| COMMONFUND CAPITAL VENTURE PARTNERS VIII, L.P. | FMV | $1,634,510 | $1,634,510 |
| COMMONFUND INTERNATIONAL PARTNERS VI, LP | FMV | $286,239 | $286,239 |
| COMMONFUND PRIVATE EQUITY PARTNERS VII, LP | FMV | $729,259 | $729,259 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | FMV | $7,386,803 | $7,386,803 |
| DIAMETER OFFSHORE FUND LP | FMV | $7,447,528 | $7,447,528 |
| DODDINGTON EMERGING MARKETS FUND, LLC | FMV | $2,945,596 | $2,945,596 |
| DOVER STREET IX CAYMAN FUND L.P. | FMV | $922,447 | $922,447 |
| DOVER STREET X FEEDER FUND L.P. | FMV | $1,792,677 | $1,792,677 |
| DURABLE CAPITAL OFFSHORE FUND LTD. | FMV | $5,138,912 | $5,138,912 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $11,012,718 | $11,012,718 |
| ENCAP FLATROCK MIDSTREAM FUND IV, L.P. | FMV | $684,696 | $684,696 |
| FINE TROY OUNCES OF ALLOCATED GOLD 5,212.807 QUANTITY | FMV | $13,600,735 | $13,600,735 |
| GUIDEPOST GROWTH EQUITY IV-A LP | FMV | $319,173 | $319,173 |
| HIGHLAND EUROPE TECHNOLOGY GROWTH V LIMITED PARTNERSHIP | FMV | $979,563 | $979,563 |
| HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P. | FMV | $3,974,134 | $3,974,134 |
| ISHARES BITCOIN TRUST ETF 61,000.00 QUANTITY | FMV | $3,236,050 | $3,236,050 |
| ITE RAIL FUND, LP | FMV | $8,316,467 | $8,316,467 |
| KHC PARTNERS FUND LP | FMV | $2,582,162 | $2,582,162 |
| KING STREET CAPITAL, LTD. | FMV | $699,246 | $699,246 |
| KLINE HILL PARTNERS FUND II LP | FMV | $659,715 | $659,715 |
| KLINE HILL PARTNERS FUND III, LP | FMV | $752,676 | $752,676 |
| KLINE HILL PARTNERS OFFSHORE FUND IV LP | FMV | $1,867,851 | $1,867,851 |
| KLINE HILL PARTNERS OPPORTUNITY FUND III, LP | FMV | $291,655 | $291,655 |
| KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND IV LP | FMV | $549,716 | $549,716 |
| KLINE HILL PARTNERS CORE FUND V LP-SCA | FMV | $602,898 | $602,898 |
| KLINE HILL PARTNERS OPPORTUNITY FUND V LP | FMV | $314,259 | $314,259 |
| KNIGHTSBRIDGE VENTURE CAPITAL VI LP SERIES VC | FMV | $1,369,625 | $1,369,625 |
| LEAD EDGE CAPITAL V, LP | FMV | $1,702,264 | $1,702,264 |
| LEAD EDGE CAPITALI VI, LP | FMV | $1,312,461 | $1,312,461 |
| LUMINATE CAPITAL PARTNERS III-A, LP | FMV | $1,623,915 | $1,623,915 |
| MILLSTREET CREDIT OFFSHORE FUND | FMV | $5,450,793 | $5,450,793 |
| MOONRISE CHINA PARTNERS II LP | FMV | $1,154,882 | $1,154,882 |
| QIMING VENTURE PARTNERS VII, LP | FMV | $2,348,316 | $2,348,316 |
| QIMING VENTURE PARTNERS VIII, LP | FMV | $1,030,299 | $1,030,299 |
| ROCK SPRINGS CAPITAL OFFSHORE FUND LP | FMV | $4,929,960 | $4,929,960 |
| RUBICON TECHNOLOGY PARTNERS III L.P. | FMV | $3,221,151 | $3,221,151 |
| SERIES THIRD ROCK VENTURES VI - CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. | FMV | $1,100,797 | $1,100,797 |
| THE MANGROVE PARTNERS FUND (CAYMAN DRAWDOWN), L.P. | FMV | $3,307,096 | $3,307,096 |
| THE OVERLOOK PARTNERS FUND LP | FMV | $3,747,153 | $3,747,153 |
| THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST | FMV | $8,138,798 | $8,138,798 |
| TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P. | FMV | $5,520,073 | $5,520,073 |
| TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P. | FMV | $3,804,093 | $3,804,093 |
| TRUEBRIDGE CAPITAL PARTNERS FUND VII, L.P. | FMV | $1,888,084 | $1,888,084 |
| TRUEBRIDGE CAPITAL PARTNERS FUND VIII (CAYMAN FEEDER), L.P. | FMV | $189,693 | $189,693 |
| TRUEBRIDGE GLOBAL PREMIER I, L.P. | FMV | $175,315 | $175,315 |
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) 10,988.56 SHARES | FMV | $1,290,936 | $1,290,936 |
| VIKING GLOBAL OPPORTUNITIES III LP | FMV | $13,421,572 | $13,421,572 |
| WARBURG PINCUS GLOBAL GROWTH (E&P)-2, L.P. | FMV | $246,628 | $246,628 |
| WARBURG PINCUS GLOBAL GROWTH, L.P. | FMV | $4,696,262 | $4,696,262 |
| WARBURG PINCUS-WP GG EUROPA (CAYMAN-B), L.P. | FMV | $3,662,021 | $3,662,021 |
| WHALE ROCK LONG OPPORTUNITIES FUND LTD. | FMV | $528,162 | $528,162 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $57,722 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,102 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSES | $491 | $524 | $524 |
| PREPAID FEDERAL EXCISE TAX AND FEDERAL AND STATE UBIT | $393,587 | $290,431 | $290,431 |
| RIGHT OF USE ASSETS - OPERATING LEASE, NET | $975,996 | $717,768 | $717,768 |
| SECURITY DEPOSITS | $31,471 | $31,471 | $31,471 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED EXCISE TAXES | Desc |
| Amt | $803,407 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $366,134 | $0 | $366,134 |
| INSURANCE | $134,477 | $0 | $134,477 |
| OFFICE AND OTHER EXPENSES | $69,100 | $0 | $56,435 |
| OTHER K-1 EXPENSES, NET OF UBI | $0 | $1,725,200 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER K-1 INCOME, NET OF UBI | $0 | $17,104,716 | $0 |
| GAIN/LOSS CURRENCY VALUATION | $2,029 | $2,029 | $2,029 |
| BOOK ROYALTIES | $3,391 | $3,391 | $3,391 |
| GRANT RECOVERIES | $264,498 | $264,498 | |
| OTHER INCOME | $3,500 | $3,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $33,885,054 |
| POSTRETIREMENT BENEFIT OBLIGATION ADJUSTMENT | $288,186 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $730,000 | $1,533,407 |
| POSTRETIREMENT BENEFIT OBLIGATION | $2,481,316 | $2,306,443 |
| LEASE PAYABLE | $1,238,498 | $907,014 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT | $517,080 | $517,080 | $0 |
| RECRUITEMENT AND OTHER PROFESSIONAL SERVICES | $505,640 | $0 | $611,987 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE AND UNRELATED BUSINESS TAX PROVISION | $207,679 | $0 | $0 |
| FOREIGN TAXES THRU K-1S, NET OF UBI | $0 | $149,494 | $0 |