The Chatham Valley Foundation 2016 Inc

EIN 81-3213638 • New York, NY

CO Ftci- One Madison Ave Ste 2000New York, NY 10010

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $5M-$10M nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $5M-$10M nonprofits • Source year 2025

30%

Higher net margin than 58% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2025

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • $5M-$10M nonprofits • Source year 2025

6.7%

Faster asset growth than 67% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2024 to 2025

110%

Faster revenue growth than 74% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets81st percentile

Assets

$5,567,021

Up $351,799 (+6.7%) from 2024

Liabilities

Down

Down $1 (-100%) from 2024

Net Assets

$5,567,021

Up $351,799 (+6.7%) from 2024

Operations

Liabilities / Revenue82nd percentile Net Margin58th percentile

Revenue

$1,142,187

Up $599,353 (+110%) from 2024

Expenses

$793,992

Up $45,302 (+6.1%) from 2024

Net Income

$348,195

Up $554,051 (+269%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2025

Assets$5,567,021

Liabilities$0

Net Assets$5,567,021

Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$1,142,187

Expenses$793,992

Net Income$348,195

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,567,021
Liabilities: $0
Net assets: $5,567,021
Revenue: $1,142,187
Expenses: $793,992
Net income: $348,195

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$5.57	$0.00	$5.57	$1.14	$0.79	$0.35
2024Detailed filing. Detailed filing data is available for this year.	$5.22	$0.00	$5.22	$0.54	$0.75	$0.21
2023Detailed filing. Detailed filing data is available for this year.	$5.42	$0.00	$5.42	$0.37	$0.47	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$5.53	$0.00	$5.53	$0.42	$0.69	$0.27
2021Detailed filing. Detailed filing data is available for this year.	$5.79	$0.00	$5.79	$0.66	$0.71	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$5.85	$0.00	$5.85	$0.87	$0.73	$0.14

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Aug 1, 2024 to Jul 31, 2025
Signed: Dec 15, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ARTHUR JAY SCHWARTZ	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Chatham Valley Foundation 2016 Inc
EIN: 81-3213638
Phone: 2126323000
Address: CO FTCI- ONE MADISON AVE STE 2000, NEW YORK, NY 10010

Signing Officer

Name: Arthur Jay Schwartz
Title: Co-chair
Phone: 2126323000
Signed: 2025-12-15
Discuss with paid preparer: Yes

Preparer

Firm: Fiduciary Trust Company International
Address: ONE MADISON AVENUE SUITE 2000, NEW YORK, NY 10010
Preparer: Karen Wong
Phone: 2126323000

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	UNITED WAY OF METROPOLITAN ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	7	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	8	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3525 PIEDMONT ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	415 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1405 CLIFTON RD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	201 DOWMAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1440 SPRING STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1589 PEACHTREE ST NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	3150 HOWELL MILL ROAD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	3150 HOWELL MILL ROAD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	100 EDGEWOOD AVE NE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	30305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	30322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	30309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	30309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	303092406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	30327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	30327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	30303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	750000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	328735
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	328735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	379894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	121052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	292566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	301767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	343128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	343128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1521680
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	426401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	379894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	121052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	292566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	301767
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	755136
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	426401
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1864808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1438407
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3951
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PENDING PURCHASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT EXPENSES - ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	210
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	1063
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	116
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ASSET SETUP REFUND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	1063
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	116
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1063
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	116
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	1408
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	2	3072
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PENDING SALES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	COST BASIS ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	2	MUTUAL FUND TIMING ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	11519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	25679
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	WELLS FARGO AGENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	5136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	11519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	20543
TaxesSchedule/TaxesDetail/Amt	0	1787
TaxesSchedule/TaxesDetail/Amt	1	102
TaxesSchedule/TaxesDetail/Amt	2	4695
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL TAX PAYMENT - CURRENT YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1787
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ARTHUR JAY SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2126323000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE CHATHAM VALLEY FOUNDATION 2016 INC
ReturnHeader/Filer/BusinessNameControlTxt	0	CHAT
ReturnHeader/Filer/EIN	0	813213638
ReturnHeader/Filer/PhoneNum	0	2126323000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO FTCI- ONE MADISON AVE STE 2000
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10010
ReturnHeader/Form8822BAttachedInd	0	X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	135069335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FIDUCIARY TRUST COMPANY INTERNATIONAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE MADISON AVENUE SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10010
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2126323000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KAREN WONG
ReturnHeader/ReturnTs	0	2025-12-15T10:18:43-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-08-01
ReturnHeader/TaxPeriodEndDt	0	2025-07-31
ReturnHeader/TaxYr	0	2024

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