ANDREW AND ANN TISCH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW AND ANN TISCH FOUNDATION INC (EIN 13-3693583)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349101020
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T08:48:22-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020651438 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TFMG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133693583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Andrew And Ann Tisch Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 2125212930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW H TISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125212975 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Emmanuel Arthur | PreparerPersonNm |
| PTIN | P01859415 | PTIN |
| Phone | 2125212975 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,290,248 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,907,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,805 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,805 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $691,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $691,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,095,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,137,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,095,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,790,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,872,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,870 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,870 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $192,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,356 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,691 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,756,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,756,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,000,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,756,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,789,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,801,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,094,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,094,689 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,458,450 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $13,990,711 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,756,299 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,737,109 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,124,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,851,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,290,248 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,800,000 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $1,800,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,324,795 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,851,166 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,324,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,851,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,124,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,851,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,324,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,789,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,644,258 | OtherIncreasesAmt |
| Subtotal | $30,758,619 | SubtotalAmt |
| Other Decreases | $15,907,453 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,851,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SEMPER VIC PARTNERS, LP | P | $4,699 | -$4,699 | -$4,699 | |
| SEMPER VIC PARTNERS, LP | P | $36,243 | $36,243 | $36,243 | |
| AB IN'TL STRATEGIC EQUITIES | P | $20,397 | -$20,397 | -$20,397 | |
| AB IN'TL STRATEGIC EQUITIES | P | $16,240 | -$16,240 | -$16,240 | |
| AB IN'TL STRATEGIC EQUITIES - SECTION 1256 | P | $2,667 | $2,667 | $2,667 | |
| AB IN'TL STRATEGIC EQUITIES - SECTION 1256 | P | $4,000 | $4,000 | $4,000 | |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND LP | P | $9,395 | $9,395 | $9,395 | |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND LP | P | $4,990 | $4,990 | $4,990 | |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND LP | P | $10 | -$10 | -$10 | |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND LP | P | $233 | -$233 | -$233 | |
| 150,000 shs LOEWS CORP. | P | $28 | $10,080,201 | $10,080,201 | $10,080,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,095,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150,137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $150,137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $150,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $170,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,763 | OverpaymentAmt |
| Applied To ES Tax | $20,763 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | BARRY L BLOOM ESQ | IndividualWithBooksNm |
| Phone | 2125212930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW H TISCH | ||||||||
| 712 FIFTH AVENUE | NEW YORK | NY | 10019 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANN R TISCH | ||||||||
| 712 FIFTH AVENUE | NEW YORK | NY | 10019 | SNR. VICE PRESIDENT, DIREC | 0.00 | $0 | $0 | $0 |
| ALAN H HIRSCHFELD | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BARRY L BLOOM | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,280,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,085,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,199,868 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,565,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $3,703,846 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,861,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,107,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,753,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,637,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,637,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150,137 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $112 | IncomeTaxAmt |
| Total Tax | $150,249 | TotalTaxAmt |
| Distributable Before Adj | $3,487,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,487,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,487,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,756,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,756,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,487,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,400,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,907,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,407,826 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,617,681 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,103,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,436,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,756,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,487,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,268,845 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,705,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,400,842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,304,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,907,518 | ExcessFromYear4Amt |
| Excess From Year3 | $8,407,826 | ExcessFromYear3Amt |
| Excess From Year2 | $8,617,681 | ExcessFromYear2Amt |
| Excess From Year1 | $4,103,038 | ExcessFromYear1Amt |
| Excess From Current Year | $11,268,845 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Allen-Stevenson School | |||||||
| 132 E 78th St | New York | NY | 10075 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $50,000 |
| American Business Immigration Coalition | |||||||
| 1805 South Ashland Avenue | Chicago | IL | 60608 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $50,000 |
| American Museum of Natural History | |||||||
| 200 Central Park West | New York | NY | 10024 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $200,000 |
| Center for US Global Leadership | |||||||
| 1120 19th Street NW - Suite 300 | Washington | DC | 20036 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $360,000 |
| Children's Museum of Manhattan | |||||||
| 212 West 83rd Street | New York | NY | 10024 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $75,000 |
| City Parks Foundation | |||||||
| 830 Fifth Avenue | New York | NY | 10065 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $25,000 |
| Friends of BOSS | |||||||
| 439 West 49 Street Room 543 | New York | NY | 10019 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $15,000 |
| Jewish Communal Fund | |||||||
| 575 Madison Avenue - Suite 703 | New York | NY | 10022 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $13,416,275 |
| Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $60,000 |
| New York City Police Foundation | |||||||
| 555 Fifth Ave - 15th Fl | New York | NY | 10017 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $150,000 |
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | |||||||
| 57 West 57th Street Suite 904 | New York | NY | 10019 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $50,000 |
| SAINT LUKES FOUNDATION | |||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $100,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $100,000 |
| UNITED STATES WHEELCHAIR SPORTS FUND INC | |||||||
| 136 Madison Avenue | New York | NY | 10016 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $5,000 |
| GOOD PLUS FOUNDATION INC | |||||||
| 306 W 37th Street 8th Floor | New York | NY | 10018 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,756,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,805 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523900 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,157 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $687,348 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523900 | BusinessCd |
| Unrelated Business Taxbl Incm | $31 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523900 | BusinessCd |
| Unrelated Business Taxbl Incm | -$243 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,096,160 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $10,900 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,945 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,868,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,900 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,882,908 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND FROM PRIOR YEAR | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILMA S TISCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARRY L BLOOM 712 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,907,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 250,000 SHARES OF LOEWS CORPORATION COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $15,907,500 | FairMarketValueAmt |
| Received | 2023-10-31 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LOEWS CORP COMMON STOCK | StockNm |
| EOY Book Value | $178 | EOYBookValueAmt |
| EOYFMV | $66,458,450 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEMPER VIC PARTNERS, LP | $2,492,111 | $2,593,623 | $5,986,854 |
| OHA Diversified Credit Strategies Fund LP | $4,354,904 | $4,699,668 | $4,712,557 |
| SCB-DBT AB Int'l Strategic Equities Fund | $470,302 | $463,008 | $767,364 |
| OTHER RECEIVABLES | $1,673,394 | $0 | $0 |
| STOCKBRIDGE FUND (OS) LTD. | $5,000,000 | $5,000,000 | $6,270,334 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FMV TO TAX BASIS | Desc |
| Amt | $15,907,453 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AB INT'L STRATEGIC EQUITIES SERIES - PORTFOLIO DEDUCTIONS | $707 | $707 | $0 |
| AB INT'L STRATEGIC EQUITIES SERIES - MANAGEMENT FEES | $4,131 | $4,131 | $0 |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND, L.P - PORTFOLIO DEDUCTIONS | $39,617 | $39,617 | $0 |
| SEMPER VIC PARTNERS, LP - PORTFOLIO DEDUCTIONS | $5,114 | $5,114 | $0 |
| INTEREST EXP: TAX AUTHS | $14 | $0 | $0 |
| INCOME TAX PENALTIES | $108 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AB INT'L STRATEGIC EQUITIES SERIES - SEC. 988 GAIN/(LOSS) | -$2,777 | -$2,777 | -$2,777 |
| AB INT'L STRATEGIC EQUITIES SERIES - PORTFOLIO INCOME(LOSS) | $9,430 | $9,430 | $9,430 |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND, L.P | $30,729 | $30,729 | $30,729 |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND, L.P | $31 | $31 | $31 |
| SEMPER VIC PARTNERS, LP - PORTFOLIO INCOME(LOSS) | $2,368 | $2,368 | $2,368 |
| FEDERAL EXCISE TAX REFUND | $10,900 | $10,900 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FAIR MARKET VALUE OVER BASIS OF STOCK CONTRIBUTED | $6,644,256 |
| ROUNDING | $2 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILMA S TISCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARRY L BLOOM 712 FIFTH AVENUE | AddressLine1Txt |
| Address Line2 | 12TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $173,400 | $0 | $0 |
| NYS FILING FEES | $1,750 | $1,500 | $0 |
| DELAWARE ANNUAL REPORT | $25 | $25 | $0 |
| AB INT'L STRATEGIC EQUITIES SERIES - FOREIGN TAXES WITHHELD | $3,809 | $3,809 | $0 |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND, L.P - FOREIGN TAXES WITHHELD | $2 | $2 | $0 |
| SEMPER VIC PARTNERS, LP - FOREIGN TAXES WITHHELD | $13,020 | $13,020 | $0 |
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