Nonprofit · EIN 83-1433853
RTW CHARITABLE FOUNDATION
Tax-exempt · NEW YORK, NY 10014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $547,684 | $4,498,504 | -$3,950,820 | $72,251,838 | $60,096 | $72,191,742 |
| December 31, 2023 | 990-PF | $241,708 | $3,477,900 | -$3,236,192 | $70,509,364 | $310,158 | $70,199,206 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $547,684
Expenses
- Grants and similar amounts paid
- $2,690,831
- Compensation of officers, directors and key employees
- $683,195
- Disbursements for charitable purposes
- $3,966,007
- Excise tax on investment income
- $7,082
Balance sheet and other
- Total assets, start of year
- $70,509,364
- Total assets, end of year
- $72,251,838
- Total liabilities, end of year
- $60,096
- Net assets, end of year
- $72,191,742
- Fair market value of assets
- $72,251,838
- Qualifying distributions
- $3,966,007
- Net investment income
- $547,684
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 |
|---|---|---|---|---|
| Joseph A Katakowski 555 Elizabeth Ave, River Vale, NJ 07675 | Research Institute D Highest-paid employee | 40 | $237,241 | $8,649 |
| Sarah V Garwood 236 W 15th St Apt 55, New York, NY 10011 | Alliance Manager Highest-paid employee | 40 | $189,477 | $22,539 |
| Roderick Wong MD 40 10th Ave Floor 3, New York, NY 10014 | Chairman | 2 | $0 | $0 |
| Stephanie A Sirota 40 10th Ave Floor 3, New York, NY 10014 | President | 2 | $0 | $0 |
| Marti Speranza Wong 40 10th Ave Floor 3, New York, NY 10014 | President, Community Engagement | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Juan Carlos Lopez 103 W 117th St Apt 2, New York, NY 10026 | Head of Research Gra Highest-paid employee | 40 | $259,638 | $10,332 |
| Joseph A Katakowski 555 Elizabeth Ave, River Vale, NJ 07675 | Research Institute D Highest-paid employee | 40 | $230,345 | $7,260 |
| Nathan M Pelsma 64 E Side Trail, Oakland, ME 04963 | Treasurer/COO Highest-paid employee | 40 | $200,501 | $7,960 |
| Sarah V Garwood 236 W 15th St Apt 55, New York, NY 10011 | Alliance Manager Highest-paid employee | 40 | $150,010 | $19,886 |
| Roderick Wong MD 40 10th Ave Floor 3, New York, NY 10014 | Chairman | 2 | $0 | $0 |
| Stephanie A Sirota 40 10th Ave Floor 3, New York, NY 10014 | President | 2 | $0 | $0 |
| Marti Speranza Wong 40 10th Ave Floor 3, New York, NY 10014 | President, Community Engagement | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 40 10TH AVE FL 3, NEW YORK, NY 10014-1033
- In care of
- % C/O RTW INVESTMENTS LP
- Signed the 990-PF
- David Pan, Chief Financial Officer
- Phone
- (917) 975-8005
- Website
- https://www.rtwcf.org/
- Return prepared by
- Aprio Advisory Group 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
- 83-1433853
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $72,251,838
- Income (IRS master file)
- $547,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $547,684 | $4,498,504 | $72,251,838 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $241,708 | $3,477,900 | $70,509,364 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about RTW CHARITABLE FOUNDATION
- What is the EIN of RTW CHARITABLE FOUNDATION?
- The employer identification number (EIN) of RTW CHARITABLE FOUNDATION is 83-1433853.
- Is RTW CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to RTW CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RTW CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RTW CHARITABLE FOUNDATION 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 RTW CHARITABLE FOUNDATION 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 RTW CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $237,241 (Joseph A Katakowski, Research Institute D).
- How much revenue does RTW CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $547,684, expenses of $4,498,504 and total assets of $72,251,838 at year end.
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