CLAWS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLAWS FOUNDATION (EIN 20-1658710)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349102752
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:00:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201658710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAWS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAW | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DYE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2024-05-16 | 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 | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,597,994 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,909,453 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,626 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,626 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,850,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,824,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,850,636 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,818,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,908,756 | 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 |
| Other Prof Fees Rev And Expnss | $404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $404 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,143 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,547 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,152,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,145,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,665,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,901,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,445,885 | CashBOYAmt |
| Cash EOY | $300,885 | CashEOYAmt |
| Cash EOYFMV | $300,885 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $325,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,200,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,200,543 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,130,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,516 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,902,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,568,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,597,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,902,387 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,568,049 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,902,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,568,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,902,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,568,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,902,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,665,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,568,049 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,568,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO ADVISORS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $28,824,301 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,973,665 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,850,636 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,850,636 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,850,636 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,313 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $220,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300,313 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $65,386 | OverpaymentAmt |
| Applied To ES Tax | $65,386 | 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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STERLING FOUNDATION MANAGEMENT | IndividualWithBooksNm |
| Phone | 7034379720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DR STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN P DYE | ||||||||
| 12030 SUNRISE VALLEY DR STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARTHUR DANTCHIK | ||||||||
| 12030 SUNRISE VALLEY DR STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $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 | $1,417,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,216,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,634,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,634,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,534,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $326,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $326,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234,927 | TotalTaxAmt |
| Distributable Before Adj | $91,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,823 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,145,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,145,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,039,747 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,517,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,671,833 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,608,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,336,338 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,173,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,145,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,053,177 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,227,078 | 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 | $13,039,747 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,187,331 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,517,714 | ExcessFromYear4Amt |
| Excess From Year3 | $35,671,833 | ExcessFromYear3Amt |
| Excess From Year2 | $42,608,269 | ExcessFromYear2Amt |
| Excess From Year1 | $36,336,338 | ExcessFromYear1Amt |
| Excess From Current Year | $30,053,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR DANTCHIK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STERLING FOUNDATION MANAGEMENT LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DR STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7034379720 | RecipientPhoneNum |
| Form And Info And Materials | NONE PRESCRIBED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECOGNIZED SECTION 501(C)(3) CHARITABLE ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR DECISION EDUCATION | |||||||
| 401 CITY AVENUE STE 810 | BALA CYNWYD | PA | 19004 | 501(C)(3) | GENERAL SUPPORT | $1,000,000 | |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 501(C)(3) | GENERAL SUPPORT | $5,000,000 | |
| FIDELITY CHARITABLE | |||||||
| 100 CROSBY PARKWAY KC1D-FCS | COVINGTON | KY | 41015 | 501(C)(3) | GENERAL SUPPORT | $3,400,000 | |
| FRANKLIN INSTITUTE | |||||||
| 222 N 20TH STREET | PHILADELPHIA | PA | 19103 | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| GREENWICH HOUSE | |||||||
| 224 WEST 30TH STREET | NEW YORK | NY | 10001 | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| REFUGE POINT | |||||||
| 689 MASSACHUSETTS AVENUE 2ND FL | CAMBRIDGE | MA | 02139 | 501(C)(3) | GENERAL SUPPORT | $5,750,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| SILVER VALLEY RESEARCH FOUNDATION | |||||||
| 12030 SUNRISE VALLEY RESEARCH | RESTON | VA | 20191 | 501(C)(3) | GENERAL SUPPORT | $10,000,000 | FOUNDATION |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| WISTAR INSTITUTE | |||||||
| 303 5TH AVENUE STE 806 | NEW YORK | NY | 10016 | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| WOMEN IN NEED INC | |||||||
| ONE STATE STREET PLAZA | NEW YORK | NY | 10004 | 501(C)(3) | GENERAL SUPPORT | $2,005,000 | |
| ART PHILLY 2026 | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | 501(C)(3) | GENERAL SUPPORT | $200,000 | |
| BETH DAVID REFORM CONGREGATION | |||||||
| 1130 VAUGHAN LN | GLADWYNE | PA | 19035 | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| CALDER GARDENS | |||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | 501(C)(3) | GENERAL SUPPORT | $2,000,000 | |
| DRAMA CLUB NY | |||||||
| 3405 80TH ST 41 | JACKSON HEIGHTS | NY | 11372 | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| GALLOPNYC | |||||||
| 16004 CROSSBAY BLVD PMB 256 | NEW YORK | NY | 11414 | 501(C)(3) | GENERAL SUPPORT | $15,000 | |
| ORPHANED STARFISH FOUNDATION | |||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 10005 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| PHILADELPHIA CONTEMPORARY | |||||||
| 1112 N BODINE ST | PHILADELPHIA | PA | 19123 | 501(C)(3) | GENERAL SUPPORT | $200,000 | |
| ST JUDES RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| WOOLLY MAMMOTH THEATRE COMPANY | |||||||
| 641 D STREET NW | WASHINGTON | DC | 20004 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,145,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,626 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,850,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,908,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,908,756 | 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 | ARTHUR DANTCHIK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DR STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $44,727,622 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $24,727,622 | FairMarketValueAmt |
| Received | 2023-12-28 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO ADVISORS | StockNm |
| EOY Book Value | $66,571 | EOYBookValueAmt |
| EOYFMV | $96,516 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KIMLES KURDAN, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50 | BookValueAmt |
| EOYFMV | $50 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $404 | Amt |
| Net Investment Income | $404 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $7,143 | Amt |
| Net Investment Income | $7,143 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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