Nonprofit · EIN 06-6036761
CHARLES A DANA FDN INC
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,373,160 | $15,548,016 | -$12,174,856 | $279,373,672 | $12,290,302 | $267,083,370 |
| December 31, 2023 | 990-PF | $5,267,708 | $16,278,255 | -$11,010,547 | $258,637,512 | $12,749,119 | $245,888,393 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $547,090
- Interest
- $339,543
- Net gain from sales of assets
- $2,213,109
- Other income
- $273,418
Expenses
- Grants and similar amounts paid
- $8,257,147
- Compensation of officers, directors and key employees
- $1,162,200
- Salaries, compensation and benefits (total)
- $1,846,525
- Disbursements for charitable purposes
- $15,128,535
- Excise tax on investment income
- $358,547
Balance sheet and other
- Total assets, start of year
- $258,637,512
- Total assets, end of year
- $279,373,672
- Total liabilities, end of year
- $12,290,302
- Net assets, end of year
- $267,083,370
- Fair market value of assets
- $279,373,672
- Qualifying distributions
- $15,128,535
- Net investment income
- $29,116,375
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROLINE MONTOJO 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, PRESIDENT | 35 | $525,200 | $131,397 |
| GERALDINE AMERA 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | CHIEF OPERATING OFFICER, TREASURER | 35 | $305,500 | $121,343 |
| KHARA RAMOS 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | VP OF NEUROSCIENCE & SOCIETY | 35 | $289,500 | $85,349 |
| JAMES RUTT 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | CHIEF INFORMATION OF Highest-paid employee | 35 | $270,000 | $114,876 |
| PAT MANGINI SCOPELLITO 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | DIRECTOR, HUMAN RESO Highest-paid employee | 35 | $141,000 | $90,893 |
| BRIGIDA CADIZ-GAY 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | CONTROLLER Highest-paid employee | 35 | $140,500 | $58,812 |
| ANN WHITMAN 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | DIRECTOR, COMMUNICAT Highest-paid employee | 35 | $130,000 | $51,722 |
| ISHAN DASGUPTA 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | PROGRAM OFFICER Highest-paid employee | 35 | $117,500 | $49,745 |
| STEVEN E HYMAN 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, CHAIRMAN | 2 | $6,000 | $0 |
| CHARLES A DANA III 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, VICE CHAIRMAN | 2 | $6,000 | $0 |
| WALLACE COOK 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, SECRETARY | 2 | $6,000 | $0 |
| HILDEGARDE MAHONEY 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR | 2 | $6,000 | $0 |
| PETER NADOSY 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR | 2 | $6,000 | $0 |
| HUSSEINI K MANJI 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR | 2 | $6,000 | $0 |
| PAULA A KERGER 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR | 2 | $6,000 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROLINE MONTOJO 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, PRESIDENT | 35 | $500,000 | $126,147 |
| GERALDINE AMERA 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | CHIEF OPERATING OFFICER, TREASURER | 35 | $293,600 | $96,438 |
| KHARA RAMOS 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | VP OF NEUROSCIENCE & SOCIETY | 35 | $278,100 | $79,046 |
| JAMES RUTT 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | CHIEF INFORMATION OF Highest-paid employee | 35 | $259,200 | $109,801 |
| BARBARA BEST 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | VICE PRESIDENT, DABI Highest-paid employee | 0.5 | $203,665 | $13,765 |
| PAT MANGINI 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | DIRECTOR, HUMAN RESO Highest-paid employee | 35 | $135,400 | $87,157 |
| BRIGIDA CADIZ-GAY 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | CONTROLLER Highest-paid employee | 35 | $134,800 | $53,317 |
| ANN WHITMAN 1270 AVE OF THE AMERICAS 12TH FL, NY, NY 100201725 | DIRECTOR, COMMUNICAT Highest-paid employee | 35 | $125,000 | $49,896 |
| STEVEN E HYMAN 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, CHAIRMAN | 2 | $6,000 | $0 |
| CHARLES A DANA III 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, VICE CHAIRMAN | 2 | $6,000 | $0 |
| WALLACE COOK 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, SECRETARY | 2 | $6,000 | $0 |
| HILDEGARDE MAHONEY 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR | 2 | $6,000 | $0 |
| PETER NADOSY 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR | 2 | $6,000 | $0 |
| EDWARD BLEIER 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, DECEASED OCTOBER 2023 | 2 | $4,500 | $0 |
| HUSSEINI K MANJI 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, BEGAN JULY 2023 | 2 | $3,000 | $0 |
| PAULA A KERGER 1270 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 100201725 | DIRECTOR, BEGAN JULY 2023 | 2 | $3,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1270 AVENUE OF THE AMERICAS, NEW YORK, NY 10020-0075
- Signed the 990-PF
- GERALDINE AMERA, TREASURER
- Phone
- (212) 223-4040
- Website
- WWW.DANA.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6036761
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $279,373,672
- Income (IRS master file)
- $37,276,729
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,373,160 | $15,548,016 | $279,373,672 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,267,708 | $16,278,255 | $258,637,512 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6036761).
Questions about CHARLES A DANA FDN INC
- What is the EIN of CHARLES A DANA FDN INC?
- The employer identification number (EIN) of CHARLES A DANA FDN INC is 06-6036761.
- Is CHARLES A DANA FDN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to CHARLES A DANA FDN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES A DANA FDN INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES A DANA FDN INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES A DANA FDN INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLES A DANA FDN INC?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 15 received compensation from the organization, the highest $525,200 (CAROLINE MONTOJO, DIRECTOR, PRESIDENT).
- How much revenue does CHARLES A DANA FDN INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,373,160, expenses of $15,548,016 and total assets of $279,373,672 at year end.
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