JAMES AND MERRYL TISCH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MERRYL TISCH FOUNDATION INC (EIN 13-3693587)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202333139349101143
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T10:34:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133693587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES & MERRYL TISCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2125212930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S TISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125212930 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | TISCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMMANUEL ARTHUR | PreparerPersonNm |
| PTIN | P01859415 | PTIN |
| Phone | 2125212975 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,121,795 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29,790 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,790 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $237,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $237,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,212,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,212,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,212,324 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,533,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,479,927 | 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 |
| Taxes Rev And Expnss | $94,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,232,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,232,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,327,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,232,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,794,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,478,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,291,238 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,645 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,872,150 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,291,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,121,795 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $4,000,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,000,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,291,425 | CapitalStockBOYAmt |
| Capital Stock EOY | -$3,750,196 | 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 | $1,291,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$3,750,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,291,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $249,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,291,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,794,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,752,647 | OtherIncreasesAmt |
| Subtotal | -$3,750,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$3,750,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 10,000 SH. LOEWS CORPORATION | 1974-01-11 | 2022-03-15 | $624,547 | $2 | $624,545 | $624,545 |
| 10,000 SH. LOEWS CORPORATION | 1974-01-11 | 2022-03-16 | $631,467 | $2 | $631,465 | $631,465 |
| 10,000 SH. LOEWS CORPORATION | 1974-01-11 | 2022-03-21 | $636,415 | $2 | $636,413 | $636,413 |
| 5,000 SH. LOEWS CORPORATION | 1974-01-11 | 2022-03-21 | $319,902 | $1 | $319,901 | $319,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,212,324 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,450 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,450 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,112 | 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 | $53,112 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,662 | OverpaymentAmt |
| Applied To ES Tax | $18,662 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | IndividualWithBooksNm |
| Phone | 2125212930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 MADISON AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES S TISCH | ||||||||
| 667 MADISON AVENUE | NEW YORK | NY | 10065 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| MERRYL H TISCH | ||||||||
| 667 MADISON AVENUE | NEW YORK | NY | 10065 | SNR. VICE PRESIDENT, DIREC | 0.00 | $0 | $0 | $0 |
| ALAN H HIRSCHFELD | ||||||||
| 655 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10065 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| BARRY L BLOOM | ||||||||
| 655 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10065 | TREASURER | 0.00 | $0 | $0 | $0 |
| BARBARA LAWRENCE | ||||||||
| 655 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10065 | SECRETARY | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,070,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,240,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,310,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $307,692 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,003,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $870,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,133,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,856,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,856,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,450 | TotalTaxAmt |
| Distributable Before Adj | $2,822,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,822,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,822,212 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,232,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,232,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,822,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,120,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,842,086 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,577,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,388,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,863,478 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,791,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,232,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,822,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,410,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,201,945 | 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 | $9,120,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,081,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,842,086 | ExcessFromYear4Amt |
| Excess From Year3 | $5,577,288 | ExcessFromYear3Amt |
| Excess From Year2 | $6,388,439 | ExcessFromYear2Amt |
| Excess From Year1 | $6,863,478 | ExcessFromYear1Amt |
| Excess From Current Year | $11,410,458 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALFRED E SMITH MEMORIAL FOUNDATION | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | 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. | $11,002,670 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $160,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVE - 4TH FL | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,700,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| AMERICAN SKIN ASSOCIATION | |||||||
| 335 MADISON AVE - 22ND FL | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $250,000 |
| LITERACY PARTNERS INC | |||||||
| 75 MAIDEN LANE - SUITE 1102 | NEW YORK | NY | 10038 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| RESEARCH INSTITUTE FOR CONTEMPORARY IRAN | |||||||
| 9734 CINNAMON CREEK DRIVE | VIENNA | VA | 22182 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE BOX 164 | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,232,670 | 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 | $29,790 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,212,324 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $53,112 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,479,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $53,112 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,533,039 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRONG FUTURE MARYLAND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 164 | AddressLine1Txt |
| City | ARNOLD | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-08-11 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | THE USE OF GRANT FUNDS FOCUSED ON PUBLIC EDUCATION ACTIVITIES REGARDING POLICIES THAT STRENGTHEN THE SOCIAL SAFETY NET, PROMOTE EQUITY IN PANDEMIC RECOVERY, INCREASE QUALITY OF PUBLIC EDUCATION AND ACCESS AND AFFORDABILITY OF HIGHER EDUCATION. A PORTION OF THE GRANT FUNDS WERE USED TO FOR DIGITAL ENGAGEMENT TECHNOLOGY SUCH AS GRAPHIC DESIGN SOFTWARE AND SOCIAL MEDIA TOOLS. THESE INCLUDE COSTS RELATED TO VIRTUAL MEETING ACCOUNTS LIKE ZOOM, PROMOTED CONTENT ON SOCIAL MEDIA PLATFORMS LIKE FACEBOOK AND TWITTER, GRAPHIC DESIGN TOOLS SUCH AS CANVA AND ADOBE, AND WEBSITE MAINTENANCE. ANOTHER PORTION OF THE GRANT FUNDS WENT TOWARDS STAFF SUPPORT FOR TIME SPENT CREATING DIGITAL CONTENT, FACILITATING STAKEHOLDER CONVERSATIONS, AND DEVELOPING FACILITATION TOOLS AND PRESENTATIONS. FINALLY, A PORTION OF THE GRANT FUNDS WERE USED FOR CONTRACTOR SUPPORT TO CREATE BRANDING AND DESIGN FOR THE 2023 PROJECT AND TO SUPPORT RESEARCH ACTIVITIES RELATED TO THE PROJECT. | PurposeOfGrantTxt |
| Expended By Grantee | $250,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/10/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-08-10 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LOEWS CORPORATION | StockNm |
| EOY Book Value | $159 | EOYBookValueAmt |
| EOYFMV | $49,872,150 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $53,112 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $53,112 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FAIR MARKET VALUE OVER BASIS OF STOCK CONTRIBUTED | Desc |
| Amt | $6,752,647 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $93,112 | $0 | $0 |
| NYS FILING FEES | $1,500 | $1,500 | $0 |
| DELAWARE ANNUAL REPORT FEES | $25 | $25 | $0 |
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