Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE CHARLES A DANA FOUNDATION
INCORPORATED
Number and street (or P.O. box number if mail is not delivered to street address)1270 AVENUE OF THE AMERICAS 12TH F
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100201725
A Employer identification number

06-6036761
B Telephone number (see instructions)

(212) 223-4040
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$279,373,672J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 339,543 339,543  
4 Dividends and interest from securities... 547,090 3,009,823  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,213,109
b Gross sales price for all assets on line 6a 36,116,678
7 Capital gain net income (from Part IV, line 2)... 8,656,873
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
273,418 17,110,136  
12 Total. Add lines 1 through 11........ 3,373,160 29,116,375  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,162,200 148,970   1,013,230
14 Other employee salaries and wages...... 1,846,525 75,593   1,770,932
15 Pension plans, employee benefits....... 1,591,094 90,903   1,382,671
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
57,722 0   60,102
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
100,944 0   89,944
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,022,720 517,080   611,987
17 Interest...............   614,405    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
207,679 149,494   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 381,282 0   454,572
21 Travel, conferences, and meetings....... 276,939 0   282,959
22 Printing and publications.......... 74,053 0   88,028
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
569,711 1,725,200   557,046
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,290,869 3,321,645   6,311,471
25 Contributions, gifts, grants paid....... 8,257,147 8,817,064
26 Total expenses and disbursements. Add lines 24 and 25 15,548,016 3,321,645   15,128,535
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,174,856
b Net investment income (if negative, enter -0-) 25,794,730
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 12,089,739 2,307,258 2,307,258
2 Savings and temporary cash investments......... 1,603,311 3,502,821 3,502,821
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 16,348,672 Click to see attachment
List of Attached Documents:
// Content
13,464,174 		13,464,174
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 227,194,245 Click to see attachment
List of Attached Documents:
// Content
259,059,225 		259,059,225
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,401,545 		Click to see attachment
List of Attached Documents:
// Content
1,040,194 		Click to see attachment
List of Attached Documents:
// Content
1,040,194
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 258,637,512 279,373,672 279,373,672
Liabilities 17 Accounts payable and accrued expenses.......... 299,389 103,439
18 Grants payable................. 7,999,916 7,439,999
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,449,814 		Click to see attachment
List of Attached Documents:
// Content
4,746,864
23 Total liabilities (add lines 17 through 22)......... 12,749,119 12,290,302
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 245,888,393 267,083,370
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 245,888,393 267,083,370
30 Total liabilities and net assets/fund balances (see instructions). 258,637,512 279,373,672
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
245,888,393
2
Enter amount from Part I, line 27a .....................
2
-12,174,856
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,173,240
4
Add lines 1, 2, and 3 ..........................
4
267,886,777
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
803,407
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
267,083,370
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a KING STREET CAPITAL P    
b ONE RIVER BITCOIN FEEDER FUND, LTD. P    
c 1175.623 FINE TROY OUNCES GOLD P    
d SALES OF PUBLICLY TRADED SECURITIES P    
e WARBURG PINCUS JOVIAN GG, L.P. P    
1607 CAPITAL INTERNATIONAL EQUITE FUND, LP P    
ABBOTT CAPITAL PRIVATE EQUITY FUND VI, L.P. P    
ADAGE CAPITAL PARTNERS, L.P. P    
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED P    
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P.-SERIES KPS SPECIAL SITUATIONS FUND P    
CA RESOURCES (US TAX-EXEMPT), L.P.-SERIES KPS SSF VI (A) P    
SERIES THIRD ROCK VENTURES VI - CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. P    
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP P    
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LP P    
COMMONFUND CAPITAL VENTURE PARTNERS VIII, L.P. P    
COMMONFUND INTERNATIONAL PARTNERS VI, LP P    
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, LP P    
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. P    
DODDINGTON EMERGING MARKETS FUND, LLC P    
ENCAP FLATROCK MIDSTREAM FUND IV, L.P. P    
ITE RAIL FUND, LP P    
KHC PARTNERS FUND LP P    
KLINE HILL PARTNERS FUND II LP P    
KLINE HILL PARTNERS FUND III, LP P    
KLINE HILL PARTNERS OPPORTUNITY FUND III, LP P    
KLINE HILL PARTNERS CORE FUND V LP-SCA P    
KLINE HILL PARTNERS OPPORTUNITY FUND V LP P    
KNIGHTSBRIDGE VENTURE CAPITAL VI LP SERIES VC P    
LEAD EDGE CAPITAL V, LP P    
LEAD EDGE CAPITALI VI, LP P    
MOONRISE CHINA PARTNERS II LP P    
QIMING VENTURE PARTNERS VII, LP P    
QIMING VENTURE PARTNERS VIII, LP P    
RENAISSANCE INSTITUTIONAL DIVERSIFIED GLOBAL EQUITIES ONSHORE FUND LP (FINAL P    
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST P    
THE OVERLOOK PARTNERS FUND LP P    
TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P. P    
TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P. P    
TRUEBRIDGE CAPITAL PARTNERS FUND VII, L.P. P    
TRUEBRIDGE GLOBAL PREMIER I, L.P. P    
WARBURG PINCUS GLOBAL GROWTH, L.P. P    
LESS: UBI CAPITAL GAINS THROUGH K-1S P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 89,413     89,413
b 2,105,584   2,000,000 105,584
c 3,112,168   1,658,099 1,454,069
d 30,382,781   30,310,739 72,042
e 426,732   222,184 204,548
      435,998
      225,687
      -25,437
      1,741,983
      397,571
      -52
      -46,791
      17,882
      105,228
      181,062
      48,727
      108,475
      165,335
      145,797
      3,692
      11,337
      173,938
      14,086
      74,755
      39,015
      12,313
      9,642
      1,885
      30,995
      36,476
      8,659
      -254
      1,222
      2,238,662
      554,913
      -206,024
      304,286
      21,531
      10,510
      1,810
      24,158
      -137,855
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       89,413
b       105,584
c       1,454,069
d       72,042
e       204,548
      435,998
      225,687
      -25,437
      1,741,983
      397,571
      -52
      -46,791
      17,882
      105,228
      181,062
      48,727
      108,475
      165,335
      145,797
      3,692
      11,337
      173,938
      14,086
      74,755
      39,015
      12,313
      9,642
      1,885
      30,995
      36,476
      8,659
      -254
      1,222
      2,238,662
      554,913
      -206,024
      304,286
      21,531
      10,510
      1,810
      24,158
      -137,855
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,656,873
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 358,547
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 358,547
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 358,547
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 321,844
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 471,844
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 113,297
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow113,297 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY, MD, CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.DANA.ORG
14
The books are in care ofright arrowGERALDINE AMERA Telephone no.right arrow (212) 223-4040

Located atright arrow1270 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY ZIP+4right arrow100201725
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CAROLINE MONTOJO DIRECTOR, PRESIDENT
35.00 		525,200 131,397 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
STEVEN E HYMAN DIRECTOR, CHAIRMAN
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
CHARLES A DANA III DIRECTOR, VICE CHAIRMAN
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
WALLACE COOK DIRECTOR, SECRETARY
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
HILDEGARDE MAHONEY DIRECTOR
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
PETER NADOSY DIRECTOR
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
HUSSEINI K MANJI DIRECTOR
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
PAULA A KERGER DIRECTOR
2.00 		6,000 0 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
GERALDINE AMERA CHIEF OPERATING OFFICER, TREASURER
35.00 		305,500 121,343 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
KHARA RAMOS VP OF NEUROSCIENCE & SOCIETY
35.00 		289,500 85,349 0
1270 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY100201725
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JAMES RUTT CHIEF INFORMATION OF
35.00 		270,000 114,876 0
1270 AVE OF THE AMERICAS 12TH FL
NY,NY100201725
PAT MANGINI SCOPELLITO DIRECTOR, HUMAN RESO
35.00 		141,000 90,893 0
1270 AVE OF THE AMERICAS 12TH FL
NY,NY100201725
BRIGIDA CADIZ-GAY CONTROLLER
35.00 		140,500 58,812 0
1270 AVE OF THE AMERICAS 12TH FL
NY,NY100201725
ANN WHITMAN DIRECTOR, COMMUNICAT
35.00 		130,000 51,722 0
1270 AVE OF THE AMERICAS 12TH FL
NY,NY100201725
ISHAN DASGUPTA PROGRAM OFFICER
35.00 		117,500 49,745 0
1270 AVE OF THE AMERICAS 12TH FL
NY,NY100201725
Total number of other employees paid over $50,000...................right arrow 11
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CAMBRIDGE ASSOCIATES LLC INVESTMENT MGMT. & ADVISORY 527,335
125 HIGH STREET
BOSTON,MA021102112
SSI (US) INC DBA SPENCER STUART RECRUITMENT CONSULTANT 132,000
353 N CLARK STREET SUITE 2400
CHICAGO,IL60131
ENTENTE LLC COMMUNICATION CONSULTANT 131,750
25 WEST MAIN ST 5TH FL
MADISON,WI53703
SPECIAL D EVENTS SPECIAL EVENTS COORDINATOR 95,764
3656 BETS ROSS
ROYAL OAK,MI48073
PKF O'CONNOR DAVIES AUDIT AND TAX COMPLIANCE 85,419
245 PARK AVENUE
NEW YORK,NY10167
Total number of others receiving over $50,000 for professional services.............right arrow2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 COMMUNICATIONS -WEBSITE: THE FOUNDATION'S WEBSITE FEATURES INFORMATION ABOUT THE ORGANIZATION; GRANTS INFORMATION; OCCASIONAL STORIES AND FACT SHEETS ON NEUROSCIENCE; PUBLICATIONS; LINKS TO SOCIAL MEDIA; AND THE ABILITY TO SUBSCRIBE TO THE FOUNDATION'S MONTHLY NEWSLETTER. THE BRAIN AWARENESS WEEK WEBSITE OFFERS PARTNERS AND THE PUBLIC ACCESS TO THE INTERNATIONAL CALENDAR OF EVENTS; FREE DOWNLOADABLE MATERIALS AND EDUCATIONAL RESOURCES; AND INFORMATION ABOUT THE ANNUAL CAMPAIGN.SOCIAL MEDIA: COMMUNICATIONS STAFF SCHEDULE AND POST REGULARLY ON THE FOUNDATION'S SIX SOCIAL MEDIA PLATFORMS. POSTS PROMOTE THE FOUNDATION, FOUNDATION GRANTS AND GRANTMAKING PROGRAMS, ITS PARTNERS' INITIATIVES, AND PROVIDES RESOURCES TO THE PUBLIC. OCCASIONALLY STAFF USE PAID PROMOTION ON THE PLATFORMS TO REACH TARGETED AUDIENCES. 1,111,189
2 GRANTS ADMINISTRATION -THE FOUNDATION ADMINISTERS PROGRAMS TO SUPPORT ITS NEUROSCIENCE AND SOCIETY FOCUS, THROUGH THE SPECIFICALLY DESIGNED OBJECTIVES ESTABLISHED BY THE FOUNDATION'S BOARD OF DIRECTORS. THE FOUNDATION'S PRINCIPAL INTEREST IS IN NEUROSCIENCE AND SOCIETY, BUT ALSO SUPPORTS QUALIFIED CIVIC AND CULTURAL ORGANIZATIONS AND MAINTAINS A MATCHING CHARITABLE GIFTS PROGRAM FOR ITS EMPLOYEES. 5,378,077
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,333,341
b
Average of monthly cash balances.......................
1b
5,596,374
c
Fair market value of all other assets (see instructions)................
1c
254,532,239
d
Total (add lines 1a, b, and c).........................
1d
278,461,954
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
278,461,954
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,176,929
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
274,285,025
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,714,251
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
13,714,251
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
358,547
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
358,547
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,355,704
4
Recoveries of amounts treated as qualifying distributions................
4
264,498
5
Add lines 3 and 4............................
5
13,620,202
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
13,620,202
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
15,128,535
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,128,535
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 13,620,202
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 26,578
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,128,535
a Applied to 2023, but not more than line 2a 26,578
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 13,620,202
e Remaining amount distributed out of corpus 1,481,755
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,481,755
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,481,755
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 1,481,755
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CELINA SOOKSATAN
1270 AVENUE OF THE AMERICAS 12TH
FLOOR
NEW YORK,NY100201725
(212) 223-4040
CSOOKSATAN@DANA.ORG
bThe form in which applications should be submitted and information and materials they should include:
A LETTER FULLY DESCRIBING THE PROPOSED REQUEST INCLUDING PROPOSED FUNDING
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GENERALLY MADE UNDER THE FOUNDATION'S NEUROSCIENCE AND SOCIETY PROGRAMS AND DIRECTOR GRANT RULES. RECIPIENTS MUST BE QUALIFIED ORG'S.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE (AAAS)

1200 NEW YORK AVENUE NW
WASHINGTON,DC20005 		N/A PC NEUROSCIENCE & SOCIETY 148,000

AMERICAN BRAIN FOUNDATION

201 CHICAGO AVE
MINNEAPOLIS,MN55415 		N/A PC NEUROSCIENCE & SOCIETY 283,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE

633 THIRD AVENUE 20TH FLOOR
NEW YORK,NY10017 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

352 SEVENTH AVENUE SUITE 400
NEW YORK,NY10001 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

AMERICAN RED CROSS NATIONAL HEADQUARTERS

PO BOX 37243
WASHINGTON,DC200065310 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

AMERICAN REPERTORY THEATER

64 BRATTLE STREET
CAMBRIDGE,MA02138 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

AURICLE COMMUNICATIONS

PO BOX 2011
JERSEY CITY,NJ07302 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 100

BAYLOR COLLEGE OF MEDICINE

1 BAYLOR PL
HOUSTON,TX77030 		N/A PC NEUROSCIENCE & SOCIETY 150,700

BIOBUS

1361 AMSTERDAM SUITE 340
NEW YORK,NY10027 		N/A PC NEUROSCIENCE & SOCIETY 5,000

BOSTON SYMPHONY ORCHESTRA

300 MASSACHUSETTS AVENUE
BOSTON,MA02115 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

BREARLEY SCHOOL

610 E 83RD ST
NEW YORK,NY10028 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

BREAST CANCER RESEARCH FOUNDATION INC

28 W 44 STREET SUITE 609
NEW YORK,NY10036 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 15,000

BRIGHAM AND WOMEN'S HOSPITAL INC

75 FRANCIS STREET
BOSTON,MA02116 		N/A PC CLINICAL NEUROSCIENCE RESEARCH 5,000

BROOKLYN COMMUNITY BAIL FUND

195 MONTAGUE ST 14TH FLOOR
BROOKLYN,NY11201 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 253

BROWN UNIVERSITY

190 THAYER ST BOX 1821
PROVIDENCE,RI02912 		N/A PC NEUROSCIENCE & SOCIETY 354,406

CAMBRIDGE IN AMERICA

CLARE COLLEGE
NEW YORK,NY10036 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

CHARLES RIVER SCHOOL

6 OLD MEADOW ROAD
DOVER,MA02030 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

CHICAGO COUNCIL ON SCIENCE & TECHNOLOGY

10 W 35TH STREET
CHICAGO,IL60616 		N/A PC NEUROSCIENCE & SOCIETY 150,000

CHS NORTH AMERICAN FOUNDATION INC

21C ORINDA WAY
ORINDA,CA94563 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 3,500

CLEAN AIR TASK FORCE INC

114 STATE STREET
BOSTON,MA02109 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 2,000

COLLEGE OF CHARLESTON FOUNDATION

11 COLLEGE WAY
CHARLESTON,SC29401 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 15,000

COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131 STREET 3RD FLOOR
NEW YORK,NY10027 		N/A PC NEUROSCIENCE & SOCIETY 142,504

COMMUNITIES IN SCHOOLS

2345 CRYSTAL DRIVE
ARLINGTON,VA22202 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 4,000

COOPER UNION

30 COOPER SQUARE
NEW YORK,NY10003 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

COUNCIL ON FOUNDATIONS (COF)

1255 23RD STREET NW SUITE 200
WASHINGTON,DC20037 		N/A PC GENERAL OPERATING SUPPORT 16,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02445 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 40,000

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

EUROPEAN BRAIN COUNCIL

RUE DEGMONT 11
BRUSSELS    
BE 		N/A PC NEUROSCIENCE & SOCIETY 25,000

FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES (FENS)

11 RUE DEGMONT
BERLIN    
BE 		N/A PC NEUROSCIENCE & SOCIETY 66,800

FRANK LLOYD WRIGHT'S MARTIN HOUSE CORPORATION

143 JEWETT PARKWAY
BUFFALO,NY14214 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 20,000

FRESH RX INC

1260 S FEDERAL HWY STE 101
BOYNTON BEACH,FL33435 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 7,500

FRIENDS OF ST FRANCIS XAVIER UNIVERSITY

375 CONCORD AVENUE SUITE 004
BELMONT,MA02478 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

HARVARD MEDICAL SCHOOL

1350 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

HARVARD SCHOLARS AT RISK

32 QUINCY STREET
CAMBRIDGE,MA02138 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

HEALTHY BRAINS GLOBAL INITIATIVE INC

100 MAHER AVENUE
GREENWICH,CT06830 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

HISTORIC CHARLESTON FOUNDATION

40 EAST BAY STREET
CHARLESTON,SC29401 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

ICAHN SCOOL OF MEDICINE AT MOUNT SINAI

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		N/A PC NEUROSCIENCE & SOCIETY 5,000

ICAHN SCOOL OF MEDICINE AT MOUNT SINAI

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		N/A PC NEUROSCIENCE & SOCIETY 37,800

INSTITUTE FOR METHODS INNOVATION

1752 CHARLES AVE
ARCATA,CA95521 		N/A PC NEUROSCIENCE & SOCIETY 37,000

INSTITUTE OF NEUROETHICS INC IONX

2112 SOMERSET PL SE
ATLANTA,GA30316 		N/A PC NEUROSCIENCE & SOCIETY 35,000

INTERNATIONAL BRAIN BEE

1121 14TH STREET NW
WASHINGTON,DC20005 		N/A PC NEUROSCIENCE & SOCIETY 35,000

INTERNATIONAL BRAIN RESEARCH ORGANIZATION (IBRO)

255 RUE SAINT-HONORE
PARIS    
FR 		N/A PC NEUROSCIENCE & SOCIETY 126,000

ISRAEL SCHOLARSHIP EDUCATION FOUNDATION

520 8TH AVENUE 4TH FLOOR
NEW YORK,NY10018 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK ROAD N4327B
BALTIMORE,MD21211 		N/A PC NEUROSCIENCE & SOCIETY 186,000

JUPITER MEDICAL CENTER FOUNDATION INC

1210 S OLD DIXIE HIGHWAY
JUPITER,FL33458 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH ST FL 6
NEW YORK,NY100236402 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 3,000

LINCOLN CENTER FOR THE PERFORMING ARTS

70 LINCOLN CENTER PLAZA 9TH FLOOR
NEW YORK,NY10023 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 2,000

LOWER EAST SIDE TENEMENT MUSEUM

103 ORCHARD STREET
NEW YORK,NY10002 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 4,000

LOYOLA UNIVERSITY OF CHICAGO

820 N MICHIGAN AVE
CHICAGO,IL60660 		N/A PC NEUROSCIENCE & SOCIETY 750,000

MAKE-A-WISH FOUNDATION OF AMERICA

1702 EAST HIGHLAND
PHOENIX,AZ85016 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 4,000

MARSHALL UNIVERSITY RESEARCH CORPORATION

ONE JOHN MARSHALL DRIVE
HUNTINGON,WV25755 		N/A PC NEUROSCIENCE & SOCIETY 130,100

MASS GENERAL BRIGHAM INC

399 REVOLUTION DRIVE STE 645
SOMERVILLE,MA02145 		N/A PC NEUROSCIENCE & SOCIETY 150,000

MASSACHUSETTS GENERAL HOSPITAL (MGH)

55 FRUIT ST
BOSTON,MA02114 		N/A PC NEUROSCIENCE & SOCIETY 1,000,000

MASSACHUSETTS GENERAL HOSPITAL

13TH STREET BLDG149 CHARLESTOWN
BOSTON,MA02129 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

MATTHEW FRIEDMAN MEMORIAL FOUNDATION

7 PIERSON RD
MORGANVILLE,NJ07751 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 1,200

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 50,000

MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION

18 BEE STREET MSC450
CHARLESTON,SC29425 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

NATIONAL ACADEMIES OF SCIENCE

500 FIFTH ST NW
WASHINGTON,DC20001 		N/A PC NEUROSCIENCE & SOCIETY 80,000

NATIONAL MUSEUMS OF THE SMITHSONIAN INSTITUTION

PO BOX 37012
WASHINGTON,DC20013 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 30,000

NATIONAL POSTDOCTORAL ASSOCIATION

4701 SANGAMORE RD SUITE 100N 6043
BETHESDA,MD20816 		N/A PC NEUROSCIENCE & SOCIETY 10,000

NATIONAL SAILING HALL OF FAME MUSEUM INC

365 THAMES STREET
NEWPORT,RI02840 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

NEW YORK ROAD RUNNERS INC

YCS DONATIONS PO BOX 22171
NEW YORK,NY10019 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 800

NEWPORT HOSPITAL FOUNDATION INC

11 FRIENDSHIP STREET
NEWPORT,RI02840 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 15,000

NORTON MUSEUM OF ART INC

1450 SOUTH DIXIE HIGHWAY
WEST PALM BEACH,FL33401 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

ONE SANDWICH AT A TIME

15 FISHER LANE SUITE 200
WHITE PLAINS,NY10603 		N/A PC GENERAL OPERATING SUPPORT 2,500

PALM BEACH CIVIC ASSOCIATION

139 N COUNTY ROAD SUITE 33
PALM BEACH,FL33480 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 8,000

PALM BEACH POLICE & FIRE FOUNDATION INC

190 NORTH COUNTY ROAD SUITE 26
PALM BEACH,FL33480 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

800 BOYLSTON STREET
BOSTON,MA02199 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 6,000

PEAK GRANTMAKING

1701 PENNSYLVANIA AVE NW SUITE 200
WASHINGTON,DC20006 		N/A PC GENERAL OPERATING SUPPORT 3,000

PHILANTHROPY NEW YORK (PNY)

320 EAST 43RD STREET
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT 20,000

RIVERSIDE PARK CONSERVANCY

475 RIVERSIDE DRIVE SUITE 455
NEW YORK,NY10115 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 4,000

ROSEMONT COLLEGE

1400 MONTGOMERY AVENUE
ROSEMONT,PA19010 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

SCIENCE FRIDAY

30 BROAD STREET SUITE 801
NEW YORK,NY10004 		N/A PC NEUROSCIENCE & SOCIETY 90,924

SCIENCE LIVE PRODUCTIONS INC

560 2ND STREET 2F
BROOKLYN,NY11215 		N/A PC NEUROSCIENCE & SOCIETY 22,600

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA948054021 		N/A PC NEUROSCIENCE & SOCIETY 235,000

SOCIETY FOR NEUROSCIENCE (SFN)

1121 14TH STREET NW SUITE 1010
WASHINGTON,DC20005 		N/A PC NEUROSCIENCE & SOCIETY 135,000

ST BARTHOLOMEW CATHOLIC CHURCH

5356 11TH STREET
KATY,TX77493 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 300

ST GEORGE'S SCHOOL

PO BOX 1910
NEWPORT,RI02842 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

ST IGNATIUS SCHOOL

740 MANIDA ST
BRONX,NY10474 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 1,400

ST THOMAS MORE PLAY GROUP

65 E 89 STREET
NEW YORK,NY10128 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

STANFORD UNIVERSITY

300 PASTEUR DRIVE
STANFORD,CA94305 		N/A PC NEUROSCIENCE & SOCIETY 40,000

STUYVESANT HS ALUMNI ASSOCIATION

PO BOX 3531
NEW YORK,NY10008 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 1,000

THE BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY100240058 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 240

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK

113 E 73RD ST
NEW YORK,NY10021 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

THE HOTCHKISS SCHOOL

ALUMNI AND DEVELOPMENT OFFICE PO
BOX 800 11 INTERLAKEN RD
LAKEVILLE,CT06039 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

THE PENNSYLVANIA STATE UNIVERSITY

PENN STATE ABINGTON 1600 WOODLAND
RD
ABINGTON,PA19001 		N/A PC NEUROSCIENCE & SOCIETY 5,000

THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA

ARC 516G 3615 CIVIC CENTER
BOULEVARD
PHILADELPHIA,PA19104 		N/A PC IMAGING 34,616

THE PRESERVATION FOUNDATION OF PALM BEACH

311 PERUVIAN AVENUE
PALM BEACH,FL33480 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 5,000

THE SOCIETY OF THE FOUR ARTS

2 FOUR ARTS PLAZA
PALM BEACH,FL33480 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 10,000

UNITED ANIMAL NATIONS DBA REDROVER

PO BOX 188890
SACRAMENTO,CA958115208 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 4,000

UNITED STATES ASSOCIATION OF UNHCR

150 W 30TH ST
NEW YORK,NY10001 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 247

UNIVERSITY OF CALIFORNIA BERKELEY

1111 FRANKLIN STREET 6TH FLOOR
BERKELEY,CA94702 		N/A PC NEUROSCIENCE & SOCIETY 353,500

UNIVERSITY OF CALIFORNIA IRVINE

100 THEORY
IRVINE,CA92697 		N/A PC NEUROSCIENCE & SOCIETY 180,000

UNIVERSITY OF CALIFORNIA LOS ANGELES

635 CHARLES E YOUNG DRIVE SOUTH
NRB313
LOS ANGELES,CA90095 		N/A PC NEUROSCIENCE & SOCIETY 2,000,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

185 BERRY ST SUITE 120
SAN FRANCISCO,CA94107 		N/A PC NEUROSCIENCE & SOCIETY 150,000

UNIVERSITY OF MINNESOTA

450 MCNAMARA ALUMNI CENTER 200 OAK
STREET SE
MINNEAPOLIS,MN55455 		N/A PC NEUROSCIENCE & SOCIETY 262,998

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

104 AIRPORT ROAD SUITE 2200 CB 1350
CHAPEL HILL,NC27599 		N/A PC NEUROSCIENCE & SOCIETY 149,900

UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST
PHILADELPHIA,PA19104 		N/A PC NEUROSCIENCE & SOCIETY 149,906

UNIVERSITY OF VIRGINIA SCHOOL OF LAW FOUNDATION

NORTH GROUNDS
CHARLOTTESVILLE,VA22903 		N/A PC DIRECTOR RECOMMENDED - GENERAL OPERATING SUPPORT 25,000

UNIVERSITY OF WASHINGTON

750 REPUBLICAN STREET BLDG E RM 213
SEATTLE,WA98109 		N/A PC NEUROSCIENCE & SOCIETY 219,270

USAGAINSTALZHEIMER'S

5614 CONNECTICUT AVENUE NW 288
WASHINGTON,DC20015 		N/A PC NEUROSCIENCE & SOCIETY 150,000

VIRGINIA TECH

NORTH END CENTER
BLACKSBURG,VA24060 		N/A PC NEUROSCIENCE & SOCIETY 75,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A PC EMPLOYEE MATCHING - GENERAL OPERATING SUPPORT 2,000
Total .................................right arrow 3a 8,817,064
bApproved for future payment

BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET
BOSTON,MA02116 		N/A PC CLINICAL NEUROSCIENCE RESEARCH 150,000

MASSACHUSETTS GENERAL HOSPITAL (MGH)
55 FRUIT ST
BOSTON,MA02114 		N/A PC NEUROSCIENCE & SOCIETY 4,000,000

NEW YORK UNIVERSITY SCHOOL OF MEDICINE
450 EAST 29TH ST ALEXANDRIA EAST
TOWER 9TH FLOOR
NEW YORK,NY10016 		N/A PC IMAGING 100,000

RESEARCH AMERICA
241 18TH STREET SOUTH NO 501
ARLINGTON,VA22202 		N/A PC NEUROSCIENCE & SOCIETY 49,999

SOCIETY FOR NEUROSCIENCE (SFN)
1121 14TH STREET NW SUITE 1010
WASHINGTON,DC20005 		N/A PC NEUROSCIENCE & SOCIETY 140,000

UNIVERSITY OF CALIFORNIA LOS ANGELES
635 CHARLES E YOUNG DRIVE SOUTH
NRB313
LOS ANGELES,CA90095 		N/A PC NEUROSCIENCE & SOCIETY 3,000,000
Total ................................. right arrow 3b 7,439,999
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aBOOK ROYALTIES         3,391
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 339,543  
4 Dividends and interest from securities .... 901101 1,514 14 545,576  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 2,029  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 137,855 18 2,075,254  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT RECOVERIES 		    01 264,498  
bOTHER K-1 UBIT INCOME 901101 -342,106   342,106  
cOTHER INCOME     01 3,500  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -202,737 3,572,506 3,391
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,373,160
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A IN ACCORDANCE WITH THE FOUNDATION'S MISSION, THE FOUNDATION ENTERED INTO VARIOUS CONTRACTS WITH CONTENT PROVIDERS, WHEREBY THE FOUNDATION MADE SOURCE MATERIAL ACCESSIBLE AND EARNED ROYALITIES BASED ON THE TERMS AS OUTLINED IN THE CONTRACTS
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT AND TAX COMPLIANCE 100,944 0   89,944

TY 2024 AppliedToPriorYearElection
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Election:
THE DANA FOUNDATION HEREBY ELECTS UNDER REG SEC 53-4942(A)-3(D)(20) TO APPLY THE UNDISTRIBUTED INCOME OF $ FROM 2017 AND 2018

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
CHADWICK FOUNDATION
  		PO BOX 3046
PALM BEACH,FL33480 		2022-05-17 10,000 GENERAL OPERATING SUPPORT 10,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. OCTOBER 16, 2024   THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT ANY UPDATES ARE OF DUBIOUS ACCURACY OR RELIABILITY.

TY 2024 GeneralExplanationAttachment
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES NAME OF CONTROLLED ENTITY - THE DANA ALLIANCE FOR BRAIN INITIATIVES, INC.EMPLOYER ID NO - 06-1360140ADDRESS - 1270 AVENUE OF THE AMERICANS, 12TH FLOOR, NEW YORK, NY 10020-1725EXCESS BUSINESS HOLDINGS [ ] YES [X] NO

TY 2024 InvestmentsGovtObligationsSch
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
US Government Securities - End of Year Book Value:

13,464,174
US Government Securities - End of Year Fair Market Value:

13,464,174
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1315 CAPITAL EMERGING GROWTH & BUYOUT PARALLEL, LP FMV 376,153 376,153
1315 CAPITAL III PARALLEL, LP FMV 170,401 170,401
1607 CAPITAL INTERNATIONAL EQUITE FUND, LP FMV 8,406,367 8,406,367
ABBOTT CAPITAL PRIVATE EQUITY FUND VI, L.P. FMV 968,095 968,095
ACCOLADE PARTNERS BLOCKCHAIN II FEEDER, L.P. FMV 1,215,800 1,215,800
ACCOLADE PARTNERS BLOCKCHAIN III SEED FEEDER, L.P. FMV 112,235 112,235
ACCOLADE PARTNERS BLOCKCHAIN III VENTURE FEEDER, L.P. FMV 393,465 393,465
ADAGE CAPITAL PARTNERS, L.P. FMV 63,316,720 63,316,720
ARGA EMERGING MARKETS EQUITY FUND FMV 3,000,000 3,000,000
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED FMV 14,414,616 14,414,616
ASPEX GLOBAL FUND-CLASS B-CLASS B FMV 7,846,642 7,846,642
BRILLIANT LIGHT POWER 7.44 SHARES FMV 17,844 17,844
CA RESOURCES FUND (U.S. TAX- EXEMPT) L.P. - SERIES KPS SPECIAL SITUATIONS FU FMV 2,269,747 2,269,747
CA RESOURCES (US TAX-EXEMPT), L.P.-SERIES KPS SSF VI (A) FMV 398,605 398,605
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP FMV 1,534,746 1,534,746
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LP FMV 29,755 29,755
COMMONFUND CAPITAL VENTURE PARTNERS VIII, L.P. FMV 1,634,510 1,634,510
COMMONFUND INTERNATIONAL PARTNERS VI, LP FMV 286,239 286,239
COMMONFUND PRIVATE EQUITY PARTNERS VII, LP FMV 729,259 729,259
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. FMV 7,386,803 7,386,803
DIAMETER OFFSHORE FUND LP FMV 7,447,528 7,447,528
DODDINGTON EMERGING MARKETS FUND, LLC FMV 2,945,596 2,945,596
DOVER STREET IX CAYMAN FUND L.P. FMV 922,447 922,447
DOVER STREET X FEEDER FUND L.P. FMV 1,792,677 1,792,677
DURABLE CAPITAL OFFSHORE FUND LTD. FMV 5,138,912 5,138,912
ELLIOTT INTERNATIONAL LIMITED FMV 11,012,718 11,012,718
ENCAP FLATROCK MIDSTREAM FUND IV, L.P. FMV 684,696 684,696
FINE TROY OUNCES OF ALLOCATED GOLD 5,212.807 QUANTITY FMV 13,600,735 13,600,735
GUIDEPOST GROWTH EQUITY IV-A LP FMV 319,173 319,173
HIGHLAND EUROPE TECHNOLOGY GROWTH V LIMITED PARTNERSHIP FMV 979,563 979,563
HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P. FMV 3,974,134 3,974,134
ISHARES BITCOIN TRUST ETF 61,000.00 QUANTITY FMV 3,236,050 3,236,050
ITE RAIL FUND, LP FMV 8,316,467 8,316,467
KHC PARTNERS FUND LP FMV 2,582,162 2,582,162
KING STREET CAPITAL, LTD. FMV 699,246 699,246
KLINE HILL PARTNERS FUND II LP FMV 659,715 659,715
KLINE HILL PARTNERS FUND III, LP FMV 752,676 752,676
KLINE HILL PARTNERS OFFSHORE FUND IV LP FMV 1,867,851 1,867,851
KLINE HILL PARTNERS OPPORTUNITY FUND III, LP FMV 291,655 291,655
KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND IV LP FMV 549,716 549,716
KLINE HILL PARTNERS CORE FUND V LP-SCA FMV 602,898 602,898
KLINE HILL PARTNERS OPPORTUNITY FUND V LP FMV 314,259 314,259
KNIGHTSBRIDGE VENTURE CAPITAL VI LP SERIES VC FMV 1,369,625 1,369,625
LEAD EDGE CAPITAL V, LP FMV 1,702,264 1,702,264
LEAD EDGE CAPITALI VI, LP FMV 1,312,461 1,312,461
LUMINATE CAPITAL PARTNERS III-A, LP FMV 1,623,915 1,623,915
MILLSTREET CREDIT OFFSHORE FUND FMV 5,450,793 5,450,793
MOONRISE CHINA PARTNERS II LP FMV 1,154,882 1,154,882
QIMING VENTURE PARTNERS VII, LP FMV 2,348,316 2,348,316
QIMING VENTURE PARTNERS VIII, LP FMV 1,030,299 1,030,299
ROCK SPRINGS CAPITAL OFFSHORE FUND LP FMV 4,929,960 4,929,960
RUBICON TECHNOLOGY PARTNERS III L.P. FMV 3,221,151 3,221,151
SERIES THIRD ROCK VENTURES VI - CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. FMV 1,100,797 1,100,797
THE MANGROVE PARTNERS FUND (CAYMAN DRAWDOWN), L.P. FMV 3,307,096 3,307,096
THE OVERLOOK PARTNERS FUND LP FMV 3,747,153 3,747,153
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST FMV 8,138,798 8,138,798
TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P. FMV 5,520,073 5,520,073
TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P. FMV 3,804,093 3,804,093
TRUEBRIDGE CAPITAL PARTNERS FUND VII, L.P. FMV 1,888,084 1,888,084
TRUEBRIDGE CAPITAL PARTNERS FUND VIII (CAYMAN FEEDER), L.P. FMV 189,693 189,693
TRUEBRIDGE GLOBAL PREMIER I, L.P. FMV 175,315 175,315
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) 10,988.56 SHARES FMV 1,290,936 1,290,936
VIKING GLOBAL OPPORTUNITIES III LP FMV 13,421,572 13,421,572
WARBURG PINCUS GLOBAL GROWTH (E&P)-2, L.P. FMV 246,628 246,628
WARBURG PINCUS GLOBAL GROWTH, L.P. FMV 4,696,262 4,696,262
WARBURG PINCUS-WP GG EUROPA (CAYMAN-B), L.P. FMV 3,662,021 3,662,021
WHALE ROCK LONG OPPORTUNITIES FUND LTD. FMV 528,162 528,162

TY 2024 LegalFeesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 57,722 0   60,102


TY 2024 OtherAssetsSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID EXPENSES 491 524 524
PREPAID FEDERAL EXCISE TAX AND FEDERAL AND STATE UBIT 393,587 290,431 290,431
RIGHT OF USE ASSETS - OPERATING LEASE, NET 975,996 717,768 717,768
SECURITY DEPOSITS 31,471 31,471 31,471


TY 2024 OtherDecreasesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Description Amount
CHANGE IN DEFERRED EXCISE TAXES 803,407


TY 2024 OtherExpensesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INFORMATION TECHNOLOGY 366,134 0   366,134
INSURANCE 134,477 0   134,477
OFFICE AND OTHER EXPENSES 69,100 0   56,435
OTHER K-1 EXPENSES, NET OF UBI 0 1,725,200   0


TY 2024 OtherIncomeSchedule2
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER K-1 INCOME, NET OF UBI 0 17,104,716 0
GAIN/LOSS CURRENCY VALUATION 2,029 2,029 2,029
BOOK ROYALTIES 3,391 3,391 3,391
GRANT RECOVERIES 264,498   264,498
OTHER INCOME 3,500   3,500


TY 2024 OtherIncreasesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Description Amount
UNREALIZED GAIN ON INVESTMENTS 33,885,054
POSTRETIREMENT BENEFIT OBLIGATION ADJUSTMENT 288,186


TY 2024 OtherLiabilitiesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 730,000 1,533,407
POSTRETIREMENT BENEFIT OBLIGATION 2,481,316 2,306,443
LEASE PAYABLE 1,238,498 907,014


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK AND INVESTMENT 517,080 517,080   0
RECRUITEMENT AND OTHER PROFESSIONAL SERVICES 505,640 0   611,987


TY 2024 TaxesSchedule
Name:
THE CHARLES A DANA FOUNDATION
 
INCORPORATED
EIN:
06-6036761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE AND UNRELATED BUSINESS TAX PROVISION 207,679 0   0
FOREIGN TAXES THRU K-1S, NET OF UBI 0 149,494   0