CHARLES A DANA FDN INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A DANA FDN INC (EIN 06-6036761)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202233009349100008
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc 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 | 2022-10-27T11:44:01-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 Incorporated | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 2122234040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 Avenue of the Americas STE 12t | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Geraldine Amera | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 2122234040 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Geraldine | PersonFirstNm |
| Person Last | Amera | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Protass | PreparerPersonNm |
| Preparation | 2022-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,707,393 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $429,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $842,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,912,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,574,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,912,243 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,080,272 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,599,547 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,422,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,354,703 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $940,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $187,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $765,470 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,389,350 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $84,362 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,383,242 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $829,818 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $78,875 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $770,475 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $561 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,335 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,357 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,543 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,814 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $998,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $668,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $344,530 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $407,989 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $16,704 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,671 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $484,437 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $48,444 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $466,620 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,061 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,915 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $65,103 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $69,065 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $338,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $301,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,603,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,127,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,174,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,456,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,229,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,060,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,127,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,404,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,362,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,227,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,891,493 | CashBOYAmt |
| Cash EOY | $6,405,793 | CashEOYAmt |
| Cash EOYFMV | $6,405,793 | CashEOYFMVAmt |
| Acct Rcvbl | $1,229 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,692 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,229 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,229 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $29,778,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,409,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,409,765 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $410,438 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $403,734 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $16,704 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $203,175,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $234,847,983 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $234,847,983 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $410,438 | LandBldgEquipCostOrOtherBssAmt |
| Other Assets BOY | $389,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,623 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,623 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $248,257,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,707,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,707,393 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $273,083 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $326,520 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,183,001 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,410,106 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,391,718 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,532,445 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,847,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,269,071 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $241,409,531 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $273,438,322 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,409,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $273,438,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $248,257,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,707,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,409,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,362,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,891,759 | OtherIncreasesAmt |
| Subtotal | $273,663,322 | SubtotalAmt |
| Other Decreases | $225,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $273,438,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| King Street LLP Distribution | P | 2008-06-30 | 2021-06-30 | $614,214 | $614,214 | $614,214 | |
| Eagle Acct-see attached ST | P | $2,143,976 | $245,444 | $245,444 | $1,898,532 | ||
| Eagle Acct-see attached LT | P | $8,398,417 | $4,731,856 | $4,731,856 | $3,666,561 | ||
| Gold | P | 2012-06-30 | 2021-06-30 | $2,040,365 | $281,759 | $281,759 | $1,758,606 |
| Cantillon LLP | P | 2020-06-30 | 2021-08-11 | $2,004,000 | $497,765 | $497,765 | $1,506,235 |
| Adamas Opp LLP-Distribution | P | 2001-06-30 | 2021-12-31 | $14,487 | $14,487 | $14,487 | |
| Abbott IV LP Distribution | P | 2001-06-30 | 2021-12-31 | $343,259 | $343,259 | $343,259 | |
| MISC | P | $14,979 | $14,979 | $14,979 | |||
| Vanguard Total World ETF | P | 2021-06-17 | 2021-11-22 | $6,500,860 | $236,017 | $236,017 | $6,264,843 |
| Vanguard ST Treasury | P | 2021-01-11 | 2021-03-24 | $4,500,000 | $6,665 | $6,665 | $4,493,335 |
| Vanguard Interm Treasury | P | 2019-06-30 | 2021-11-28 | $3,000,000 | -$74,202 | -$74,202 | $3,074,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,912,243 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $242,682 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364,557 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $364,557 | SubtotalAmt |
| Tax Based On Investment Income | $364,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $311,235 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $486,235 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $486,235 | OriginalReturnTaxPaidAmt |
| Overpayment | $121,678 | OverpaymentAmt |
| Applied To ES Tax | $121,678 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 Amer 12th Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Steven E Hyman | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Chairman | 002.00 | $6,000 | |
| Caroline Montojo | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | President | 026.00 | $394,453 | $73,037 |
| Barbara E Gill | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Retired | 000.00 | $33,551 | $5,961 |
| Charles A Dana III | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Director | 002.00 | $6,000 | |
| Edward Bleier | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Director | 002.00 | $6,000 | |
| Wallace Cook | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Secretary Director | 002.00 | $6,000 | |
| Hildegarde Mahoney | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Director | 002.00 | $6,000 | |
| Ann McLaughlin Korologus | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Director | 002.00 | $6,000 | |
| Herbert J Siegel | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Director Retired | 000.00 | $1,500 | |
| Peter Nadosy | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Director | 002.00 | $6,000 | |
| Burton Mirsky | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | President Emeritus | 026.00 | $469,016 | $74,347 |
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 |
|---|---|---|---|---|---|---|---|
| Carolyn Asbury | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Retired | 035.00 | $112,000 | $25,856 |
| James Rutt | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | CIO | 024.00 | $208,930 | $85,545 |
| Mary Lucas | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Grants Mgr | 024.00 | $122,800 | $47,286 |
| Steven Protass | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Finc Analyst | 024.00 | $99,900 | $50,111 |
| Bill Glovin | |||||||
| 1270 Ave of the Amer 12th Fl | New York | NY | 10020 | Exec Editors | 032.00 | $101,579 | $54,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Assoc | |||||
| 125 High Street | Boston | MA | 021102112 | Investment Advice | $470,408 |
| Eagle Management Advisors | |||||
| 700 Commodore Court Unit 2728 | Philadelphia | PA | 19146 | Investment Management | $169,546 |
| Spencer Stuart | |||||
| 272 Park Ave 32nd Fl | NY | NY | 10172 | Personnel Search | $98,630 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS ADMININISTRATION (see attached statement) | Description1Txt |
| Expenses1 | $1,588,652 | Expenses1Amt |
| Description2 | OUTREACH (see attached statement) | Description2Txt |
| Expenses2 | $1,189,235 | Expenses2Amt |
| Description3 | COMMUNICATION (see attached statement) | Description3Txt |
| Expenses3 | $1,397,028 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,233,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,620,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $212,627,586 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,481,354 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $261,481,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,922,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $257,559,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,877,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,877,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $364,557 | TotalTaxAmt |
| Distributable Before Adj | $12,513,400 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,513,400 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,513,400 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,404,412 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,404,412 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,513,400 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,405,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,937,388 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,923,051 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $792,285 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,057,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,404,412 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,404,412 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,108,988 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,108,988 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,948,931 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,948,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,233,595 | ExcessFromYear4Amt |
| Excess From Year3 | $2,923,051 | ExcessFromYear3Amt |
| Excess From Year2 | $792,285 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
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 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122234040 | RecipientPhoneNum |
| Recipient Email Address | csooksatandana.org | RecipientEmailAddressTxt |
| Form And Info And Materials | A letter, fully describing the proposed request, including the proposed funding. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are generally made under the Fndns neuroscience and society programs and Director grant rules. Recipients must be qualified orgs under the US tax laws. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 ave of americas | AddressLine1Txt |
| City | nyc | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | research | GrantOrContributionPurposeTxt |
| Amt | $4,456,602 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,456,602 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $429,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,912,243 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Investments | Desc |
| Exclusion | $18,080,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,422,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,422,501 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OConnor Davies et al | $57,392 | $24,543 | $32,849 |
| Preferred Pension | $3,965 | $3,965 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The Dana Foundation hereby elects under Reg Sec 53-4942a-3d2 to apply the undistributed income of 2,405,195 from 2016 and 703,793 from 2017. | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Leasehold Improvements NYO | PropertyDesc |
| Acquired | 2010-01-01 | AcquiredDt |
| Cost Or Other Basis | $410,438 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $393,734 | PriorYearDepreciationAmt |
| Computation Method | various | ComputationMethodTxt |
| Life | 0000000010.000000000000 | LifeRt |
| Current Year Expense | $16,704 | CurrentYearExpenseAmt |
| Net Investment Income | $1,671 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Eagle Acct Equities | $14,229,555 | $14,229,555 |
| Vanguard Inter Term Treasury Fund | $7,124,343 | $7,124,343 |
| Vanguard Short Term Treasury Fund | $12,613,315 | $12,613,315 |
| Vanguard EFT | $4,442,552 | $4,442,552 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Leasehold Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $410,438 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $403,734 | AccumulatedDepreciationAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Adage Capital | FMV | $53,749,212 | $53,749,212 |
| Davidson Kempner | FMV | $14,596,772 | $14,596,772 |
| King Street Capital | FMV | $1,107,192 | $1,107,192 |
| Adamas Opportunities | FMV | $312,437 | $312,437 |
| Adamas Partners | FMV | $340,959 | $340,959 |
| Silchester | FMV | $7,229,081 | $7,229,081 |
| 1607 Capital Partners | FMV | $9,952,159 | $9,952,159 |
| Abbott Capital Fund IV | FMV | $122,562 | $122,562 |
| Abbott Capital Fund V | FMV | $214,587 | $214,587 |
| Abbott Capital Fund VI | FMV | $2,594,352 | $2,594,352 |
| Commonfund PE VI | FMV | $427,039 | $427,039 |
| Commonfund PEVII | FMV | $2,420,838 | $2,420,838 |
| Commonfund Intl Ptrs VI | FMV | $1,111,902 | $1,111,902 |
| Commonfund Venture Ptrs VIII | FMV | $3,399,260 | $3,399,260 |
| Knightsbridge VC | FMV | $2,600,940 | $2,600,940 |
| Cantillon Global | FMV | $11,880,039 | $11,880,039 |
| Whale Rock Long Opp | FMV | $5,383,057 | $5,383,057 |
| Overlook Ptrs Fund | FMV | $5,317,738 | $5,317,738 |
| Diameter Offshore | FMV | $6,468,372 | $6,468,372 |
| Viking Global Opp | FMV | $10,572,066 | $10,572,066 |
| Rennaissance Ridge | FMV | $5,451,110 | $5,451,110 |
| TIFF Ptrs III | FMV | $57,557 | $57,557 |
| TIFF Ptrs IV | FMV | $19,221 | $19,221 |
| Aberdeen Real Assets | FMV | $300,467 | $300,467 |
| Commonfund NR IX | FMV | $2,082,757 | $2,082,757 |
| Dover Street IX | FMV | $1,578,707 | $1,578,707 |
| Dover Street X | FMV | $1,085,358 | $1,085,358 |
| Encap Flatrock Midstream V | FMV | $263,553 | $263,553 |
| Truebridge Cap V | FMV | $6,949,305 | $6,949,305 |
| Truebridge Cap VI | FMV | $3,097,086 | $3,097,086 |
| Kline Hill Ptrs II | FMV | $1,094,100 | $1,094,100 |
| Kline Hill Ptrs III | FMV | $1,181,006 | $1,181,006 |
| Kline Hill Ptrs Opp Fund III | FMV | $376,181 | $376,181 |
| Qiming VC | FMV | $1,622,388 | $1,622,388 |
| CA Resources-KPS Ptrs | FMV | $1,505,263 | $1,505,263 |
| Rubicon Tech Ptrs III | FMV | $2,413,895 | $2,413,895 |
| Lead Edge Cap V | FMV | $1,126,965 | $1,126,965 |
| Moonrise China Ptrs II | FMV | $672,250 | $672,250 |
| Warburg Pincus Global Growth | FMV | $3,739,164 | $3,739,164 |
| Warburg Pincus Global Growth Europa | FMV | $3,834,602 | $3,834,602 |
| Warburg Pincus Global Growth EP 2 | FMV | $219,956 | $219,956 |
| Himilaya Cap | FMV | $6,302,607 | $6,302,607 |
| Doddington Emerg Mkts | FMV | $7,156,841 | $7,156,841 |
| Arrowstreet ACWI | FMV | $9,416,698 | $9,416,698 |
| Elliot Fund | FMV | $4,140,182 | $4,140,182 |
| Gold Bullion | FMV | $11,627,582 | $11,627,582 |
| Blacl Light Power | FMV | $17,844 | $17,844 |
| Truebridge Capital VII | FMV | $131,835 | $131,835 |
| Rock Spring Capital Master Fund LP | FMV | $6,250,137 | $6,250,137 |
| Aspex Global Fund-Class B | FMV | $4,458,714 | $4,458,714 |
| ITE Rail | FMV | $4,445,334 | $4,445,334 |
| Accolade Blockchain II Feeder | FMV | $174,196 | $174,196 |
| Luminate Capital Ptrs III-A LP | FMV | $599,511 | $599,511 |
| One River Bitcoin | FMV | $1,655,047 | $1,655,047 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Leasehold Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $410,438 | CostOrOtherBasisAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Epstein Becker, Green | $20,618 | $20,618 | |
| CT Corp | $1,434 | $1,434 | |
| Robinson Cole | $5,618 | $5,057 | $561 |
| Groom Law Group | $28,015 | $28,015 | |
| Cash to Accrual Adj | -$30,789 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Prepaid Expenses | $84,464 | $11,152 | $11,152 |
| Security Deposits | $198,872 | $31,471 | $31,471 |
| Prepaid Taxes | $106,464 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Deferred Excise Taxes | Desc |
| Amt | $225,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $83,824 | $8,382 | $75,442 |
| Computers | $132,060 | $13,206 | $118,854 |
| Dues/Subscription | $3,480 | $3,480 | |
| Copiers | $19,750 | $1,975 | $17,775 |
| Prof Devel | $4,913 | $491 | $4,422 |
| Office Expense | $5,759 | $576 | $5,183 |
| Miscellaneous | $8,640 | $864 | $7,776 |
| Telephone-Fax | $17,487 | $1,749 | $15,738 |
| Cash To Accrual Adj, | -$3,699 | ||
| FedEx Postage | $1,352 | $135 | $1,217 |
| Filing Fees | $2,560 | $2,560 | |
| Moving | $58,557 | $5,856 | $52,701 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (41 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Knightsbridge VC | $1,150,399 | $1,174,971 |
| Abbott Cap Fund IV | -$49,942 | |
| Abbott Cap Fund V | -$449,035 | $128,060 |
| Abbott Cap Fund VI | $931,276 | |
| Adamas Opp | $139,703 | $138,703 |
| Adamas Ptrs | $313,440 | $310,946 |
| Davidson Kempner | $1,205,564 | $1,205,564 |
| TIFF Ptrs III | -$941 | -$32,633 |
| TIFF Ptrs IV | -$454 | |
| Silchester | $630,967 | $630,967 |
| Commonfund PE VI | -$10,113 | -$10,122 |
| Commonfund PE VII | $310,288 | $310,253 |
| Commonfund Intl. Ptrs | $179,423 | $179,423 |
| Commonfund Venture Ptrs VIII | $1,467,145 | $1,467,145 |
| Adage Capital | $11,332,800 | $11,332,800 |
| 1607 Ptrs | $1,025,880 | $1,122,563 |
| Aberdeen Realty | -$229,643 | -$686,128 |
| Commonfund Natural Resources IX | -$69,501 | -$69,501 |
| Truebridge Capital VII | -$18,165 | -$31,486 |
| Truebridge Capital V | -$40,199 | $742,025 |
| Encap Flatrock Midstream IV | $118,703 | $118,703 |
| Warburg Pincus | -$83,572 | -$83,568 |
| Kline Hill II | $67,777 | $105,800 |
| Doddington Emerging Mkts | -$321,869 | -$321,869 |
| Arrowstreet ACWI | -$270,563 | $1,075,808 |
| Truebridge Capital VI | -$26,774 | -$51,104 |
| Renisassance Ridge | $55,322 | $55,322 |
| Kline Hill III | $26,858 | $87,683 |
| Kline Hill Opport | $25,056 | $47,835 |
| Rubicon Technologies | -$37,518 | -$37,518 |
| Qiming Venture Ptr VII | -$27,502 | -$27,502 |
| Moonrise Ptrs II | -$12,278 | -$30,099 |
| Lead Edge Capital V | $84,564 | $84,564 |
| Overlook Ptrs | $402,121 | $402,121 |
| Warburg Pincus EP2 | -$15,940 | -$15,940 |
| P/Y Adj of F/S Partnership Inc to Inc 2020 K-1s | $1,485,684 | |
| Abbott IV Gain Adj for Proper Tax Basis-reported in Book Inc | -$343,259 | |
| UBIT Loss add back Per K-1s | $55,850 | |
| KPS Ptrs | -$5,791 | $3,439 |
| ITE Rail | -$288,025 | -$288,064 |
| Luminate Capital | -$33,539 | -$33,539 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Net Unrealized Appreciation in Investment Assets | Desc |
| Amt | $16,891,759 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Taxes | $675,000 | $900,000 |
| Deferred Rent | $28,801 | |
| Post Retirement Benefit Obligation | $3,687,917 | $3,587,445 |
| Taxes Payable | $45,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Dr Blakemore | $50,000 | $50,000 | |
| Dr Magistetti | $35,000 | $35,000 | |
| Eagle Management Advisors | $169,546 | $169,546 | |
| PWC | $15,000 | $15,000 | |
| Cambridge Assoc | $470,408 | $470,408 | |
| JP Morgan Chase | $12,323 | $12,323 | |
| Sterling Info | $1,479 | $1,479 | |
| Wellington | $7,844 | $7,844 | |
| Spencer Stuart | $98,630 | $98,630 | |
| Misc Honoraria 41 people2,500 | $47,950 | $47,950 | |
| HighTower | $36,966 | $36,966 | |
| Great Western | $1,675 | $1,675 | |
| Impact Architecture | $12,890 | $12,890 | |
| CEC | $30,000 | $30,000 | |
| Doddington | $8,750 | $8,750 | |
| Cash to Accrual Adjustment | $14,940 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| US Excise Tax | $381,655 |
| US UBiT | $20,976 |
| NYS Tax | $5,358 |
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