CLAWS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CLAWS FOUNDATION (EIN 20-1658710)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201921209349101207
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T15:31:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 NO 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 | 2019-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.67.46.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-16 | IPDt |
| IP Tm | 15:28:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44F26ED54B8B8D88B1165040399A7D4552DF7240 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 561A0CC74CBF806DF3CEA20EB2A53C58046FD51C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,352,841 | 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 | $13,464,402 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $223,750 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $223,750 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $498,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $963,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $498,994 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,187,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $722,744 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,521,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,521,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,521,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,521,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $665,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $722,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $607,769 | CashBOYAmt |
| Cash EOY | $120,335 | CashEOYAmt |
| Cash EOYFMV | $120,335 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,120,532 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,120,532 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,120,532 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,120,532 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $3,835,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,988,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,111,974 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,564,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,229,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,352,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,564,297 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,229,863 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,564,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,229,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,564,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,229,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,564,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $665,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,229,863 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,229,863 | 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 | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $963,396 | GrossSalesPriceAmt |
| Cost Or Other Basis | $464,402 | CostOrOtherBasisAmt |
| Gain Or Loss | $498,994 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $498,994 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $498,994 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,470,952 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,940,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.459473 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,013,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,617,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.722670 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,910,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,444,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.477553 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,278,552 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,910,303 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.931475 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,262,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,859,423 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.140882 | DistributionYr5Rt |
| Total Distribution | 11.732053 | TotalDistributionRt |
| Average Distribution | 2.346411 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,925,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,289,896 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,297,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,521,580 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,237 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,237 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $70,782 | OverpaymentAmt |
| Applied To ES Tax | $70,782 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALAN P DYE | ||||||||
| 12030 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARTHUR DANTCHIK | ||||||||
| 12030 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF YASS | ||||||||
| 12030 SUNRISE VALLEY DRIVE | 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 | $5,530,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,023,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,523,582 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,076,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,076,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,925,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,455 | TotalTaxAmt |
| Distributable Before Adj | $481,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $481,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $481,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,521,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,521,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,521,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $481,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,044,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,081,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,395,882 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,479,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,092,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,093,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,521,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $481,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,039,747 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,132,842 | 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 | $15,044,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,088,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,081,937 | ExcessFromYear4Amt |
| Excess From Year3 | $16,395,882 | ExcessFromYear3Amt |
| Excess From Year2 | $19,479,114 | ExcessFromYear2Amt |
| Excess From Year1 | $27,092,008 | ExcessFromYear1Amt |
| Excess From Current Year | $13,039,747 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE ALGEMEINER | |||||||
| 208 EAST 51ST STREET 185 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| AMERICA'S FUTURE FOUNDATION | |||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| AMERICAN FRIENDS OF JSC | |||||||
| 711 3RD AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $500,000 |
| ATLAS NETWORK | |||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| BECKET - RELIGIOUS LIBERTY FOR ALL | |||||||
| 1200 NEW HAMPSHIRE AVENUE | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| BOYS' LATIN SCHOOL OF PHILADELPHIA | |||||||
| 5501 CEDAR AVENUE | PHILADELPHIA | PA | 19143 | NONE | 501(C)(3) | GENERAL SUPPORT | $206,580 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL SUPPORT | $350,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1899 L STREET NW 12TH FL | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| FIRE | |||||||
| 601 WALNUT STREET STE 510 | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | 501(C)(3) | GENERAL SUPPORT | $8,250,000 |
| FRANKLIN INSTITUTE | |||||||
| 222 N 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| GREENWICH HOUSE | |||||||
| 224 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL SUPPORT | $35,000 |
| HOW I DECIDE FOUNDATION | |||||||
| 401 CITY AVENUE STE 810 | BALA CYNWYD | PA | 19004 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD STE 900 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000,000 |
| JDC - TAUB CENTER | |||||||
| 300 FRANK W BURR BLVD | TEANECK | NJ | 07666 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| JERUSALEM ONLINE UNIVERSITY | |||||||
| 11110 WEST OAKLAND PARK BLVD | SUNRISE | FL | 33351 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000,000 |
| MERCATUS CENTER AT GMU | |||||||
| 3301 FAIRFAX DRIVE | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| PEF ISRAEL ENDOWMENT | |||||||
| 317 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $400,000 |
| PENNSYLVANIA BALLET | |||||||
| 100 S BROAD STREET STE 2226 | PHILADELPHIA | PA | 19110 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | NONE | 501(C)(3) | GENERAL SUPPORT | $375,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| STUDENTS FOR LIBERTY | |||||||
| PO BOX 17321 | ARLINGTON | VA | 22216 | NONE | 501(C)(3) | GENERAL SUPPORT | $125,000 |
| THE AYN RAND INSTITUTE | |||||||
| 2121 ALTON PARKWAY STE 250 | IRVINE | CA | 92606 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,521,580 | 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 | $223,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $498,994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $722,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $722,744 | 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 | 206 MAPLEHILL ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,992,230 | 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 | $992,230 | FairMarketValueAmt |
| Received | 2018-06-29 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTRINERGY, INC. | AT COST | $1,000,000 | $2,147,947 |
| IN MANAGING MEMBER, INC. | AT COST | $1,585,946 | $3,560,977 |
| KIMLES KURDAN, LLC | AT COST | $1,250,050 | $1,250,050 |
| SD MANAGEMENT GROUP | AT COST | $1,153,000 | $1,153,000 |
Comments