ATAIROS CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ATAIROS CHARITABLE FOUNDATION (EIN 87-4028741)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-20
- IRS object ID
- 202601109349100650
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-20T07:54:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874028741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAIROS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATAI | BusinessNameControlTxt |
| Phone | 4843814144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MORRIS AVENUE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE MCGRORY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4843814144 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA A COLLINS | PreparerPersonNm |
| PTIN | P00008888 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2026-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,198,970 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,443 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $21,443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $489 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,557 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,815 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,310 | CashBOYAmt |
| Cash EOY | $232,959 | CashEOYAmt |
| Cash EOYFMV | $232,959 | CashEOYFMVAmt |
| US Government Obligations BOY | $103,352 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $79,975 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $79,975 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $667,868 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $886,036 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $886,036 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,018,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,198,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,198,970 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,371 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,438 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,371 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,438 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,011,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,182,532 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,011,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,018,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,198,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,011,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77,420 | OtherIncreasesAmt |
| Subtotal | $1,182,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| REALIZED GAIN - SHORT TERM | P | $1,807 | $1,807 | $1,807 |
| REALIZED GAIN - LONG TERM | P | $19,636 | $19,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $777 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $777 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42 | OverpaymentAmt |
| Applied To ES Tax | $42 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLEN BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4843814144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MORRIS AVENUE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ANGELAKIS | ||||||||
| 40 MORRIS AVENUE | BRYN MAWR | PA | 19010 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| KELLEN BROWN | ||||||||
| 40 MORRIS AVENUE | BRYN MAWR | PA | 19010 | TREASURER | 0.50 | $0 | $0 | $0 |
| CLARE MCGRORY | ||||||||
| 40 MORRIS AVENUE | BRYN MAWR | PA | 19010 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $941,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,039,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,039,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,023,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $735 | TotalTaxAmt |
| Distributable Before Adj | $50,458 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,458 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,458 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,070 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $10,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,021 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,612 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $189,397 | 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 | $189,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,821 | ExcessFromYear3Amt |
| Excess From Year2 | $34,021 | ExcessFromYear2Amt |
| Excess From Year1 | $85,943 | ExcessFromYear1Amt |
| Excess From Current Year | $58,612 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | ||||||
| 307 W 38TH ST | NEW YORK | NY | 10018 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,000 |
| AMERICAN AUSTRALIAN ASSOCIATION | ||||||
| 600 THIRD AVE | NEW YORK | NY | 10016 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,500 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 |
| BABY2BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 900163109 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $150 |
| BIG BROTHERS BIG SISTERS INDEPENDENCE | ||||||
| 100 N 20TH ST | PHILADELPHIA | PA | 19103 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| BOYS & GIRLS CLUBS OF PHILADELPHIA | ||||||
| 1518 WALNUT ST | PHILADELPHIA | PA | 19102 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 |
| BOYS & GIRLS CLUBS OF PHILADELPHIA | ||||||
| 1518 WALNUT STREET | PHILADELPHIA | PA | 19102 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $3,000 |
| BRYN MAWR HOSPITAL FOUNDATION | ||||||
| 130 S BRYN MAWR AVE | BRYN MAWR | PA | 190103121 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $24,000 |
| CABBAGE PATCH SETTLEMENT HOUSE | ||||||
| 1413 SOUTH SIXTH STREET | LOUISVILLE | KY | 40208 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST | LOS ANGELES | CA | 90012 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $150 |
| CANINE RESCUE OF CENTRAL PA INC | ||||||
| PO BOX 129 | DILLSBURG | PA | 170190129 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| CITY TEAM - CHESTER | ||||||
| 634 SPROUL ST | CHESTER | PA | 19013 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $5,000 |
| DELRAN MIDDLE SCHOOL | ||||||
| 905 CHESTER AVE | DELRAN | NJ | 08075 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $200 |
| DOWNINGTOWN RUGBY FOOTBALL CLUB | ||||||
| PO BOX 231 | UWCHLAND | PA | 194800231 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $250 |
| ELS FOR AUTISM INC | ||||||
| 18370 LIMESTONE CREEK ROAD | JUPITER | FL | 33458 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $7,500 |
| EPILEPSY FOUNDATION OF EASTERN PA | ||||||
| 919 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $7,000 |
| FATHER BILL ATKINSON SCULPTURE PROJECT | ||||||
| 340 MEETINGHOUSE LN | MEDIA | PA | 190631616 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,500 |
| FRIENDS OF THE WISSAHICKON | ||||||
| 40 W EVERGREEN AVENUE | PHILADELPHIA | PA | 191183324 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| GIRLS ON THE RUN OF SOUTHEASTERN SUBURBAN PA | ||||||
| 1300 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $750 |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | ||||||
| 3080 BROADWAY | NEW YORK | NY | 100274650 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $5,000 |
| MARYMOUNT SCHOOL OF NEW YORK | ||||||
| 1026 5TH AVE | NEW YORK | NY | 100280106 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| MIXTECA ORGANIZATION | ||||||
| 245 23RD STREET | BROOKLYN | NY | 11215 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 |
| MIXTECA ORGANIZATION | ||||||
| 245 23RD STREET | BROOKLYN | NY | 11215 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 |
| MOUNTAIN BIZWORKS | ||||||
| 153 SOUTH LEXINGTON | ASHEVILLE | NC | 28801 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 |
| NAACP LEGAL DEFENSE FUND | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,000 |
| NIGHTINGALE-BAMFORD SCHOOL | ||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 |
| PARTNERSHIP TO END ADDICTION | ||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $300 |
| POWEL HOME AND SCHOOL ASSOCIATION | ||||||
| 3610 WARREN STREET | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 |
| PROJECT SWEET PEAS | ||||||
| 860 WEST SHORE ROAD | WARWICK | RI | 02889 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,000 |
| PROVIDENCE ANIMAL CENTER | ||||||
| 555 SANDY BANK RD | MEDIA | PA | 19063 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| SITEMAN CANCER CENTER | ||||||
| 1001 HIGHLANDS PLAZA DRIVE WEST | ST LOUIS | MO | 631101337 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| ST MARK'S SCHOOL OF TEXAS | ||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| THE NATIONAL SHRINE OF SAINT RITA OF CASCIA | ||||||
| 1166 S BROAD ST | PHILADELPHIA | PA | 191463142 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,500 |
| THE PEGGY AND PAUL SHELVIN FAMILY FOUNDATION | ||||||
| 715 E 20TH ST | CHESTER | PA | 190135613 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $5,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 191046303 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $2,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 191046303 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $555 |
| UJA FEDERATION OF NEW YORK | ||||||
| PO BOX 4227 | NEW YORK | NY | 102614227 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $3,000 |
| UNIVERSITY OF SCRANTON | ||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $200 |
| WE CARE WE SHARE JAMAICA | ||||||
| PO BOX 3204 | NEW YORK | NY | 10185 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $515 |
| WHEN THERE ARE NINE | ||||||
| 1819 K ST | SACRAMENTO | CA | 95811 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 |
| WILSON COLLEGE | ||||||
| 1015 PHILADELPHIA AVE | CHAMBERSBURG | PA | 17201 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,070 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | ||||||
| 307 W 38TH ST | NEW YORK | NY | 10018 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $250 |
| CANINE RESCUE OF CENTRAL PA INC | ||||||
| PO BOX 129 | DILLSBURG | PA | 170190129 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $500 |
| FRIENDS OF SYCAMORE HOUSE | ||||||
| PO BOX 24625 | WINSTONSALEM | NC | 27114 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $4,500 |
| NAACP LEGAL DEFENSE FUND | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $250 |
| WE CARE WE SHARE JAMAICA | ||||||
| PO BOX 3204 | NEW YORK | NY | 10185 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $200 |
| WORK ON YOUR HOBBY NYC INC | ||||||
| 445 5TH AVE | NEW YORK | NY | 10016 | PC | TO SUPPORT CHARITABLE MISSION OF ORGANIZATION | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,925 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAIROS MANAGEMENT LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MORRIS AVENUE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $79,975 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $79,975 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $886,036 | BookValueAmt |
| EOYFMV | $886,036 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,160 | $1,160 | $0 |
| SOFTWARE/HARDWARE EXPENSE | $397 | $397 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $77,420 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $1,600 | $0 | $0 |
| FOREIGN TAXES | $0 | $489 | $0 |