THE MARGARET AND DANIEL LOEB FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MARGARET AND DANIEL LOEB FOUNDATION (EIN 52-2251371)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349105881
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:16:13-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341883473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522251371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARGARET AND DANIEL LOEB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOEB | BusinessNameControlTxt |
| Phone | 2127156763 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 HUDSON YARDS 51ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL S LOEB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127156763 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | LOEB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC MINKER | PreparerPersonNm |
| PTIN | P00529877 | PTIN |
| Phone | 2127905700 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $214,338,922 | 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 | $105,784,780 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $910,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $910,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,610,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,342,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,693,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,305,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,603,696 | 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 |
| Legal Fees Rev And Expnss | $6,516 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,258 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,258 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,957 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,478 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,478 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,192 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $251,192 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100,630 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,843 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,843 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,141 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $406,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $283,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,470,619 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,470,619 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,876,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,754,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,428,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,581,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,464,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,399,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,399,507 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,042,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,217,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,159,353 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $350,277 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $284,100 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $401,908 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,586,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,964,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,378,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $64,443,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,865,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,338,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $64,443,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,865,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,443,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,865,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,443,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,865,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,443,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,428,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $160,872,328 | SubtotalAmt |
| Other Decreases | $7,073 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,865,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1820 SHS OF THIRD POINT ULTRA | D | 2017-01-01 | 2021-03-01 | $4,000,000 | $1,820,100 | $2,179,900 | $2,179,900 |
| 1302 SHS OF THIRD POINT ULTRA | D | 2017-01-01 | 2021-06-01 | $3,000,000 | $1,302,000 | $1,698,000 | $1,698,000 |
| 16,359 SHS OF GUARDANT HEALTH | 2021-06-11 | 2021-06-16 | $2,010,689 | $160,973 | $1,849,716 | $1,849,716 | |
| 24,204 SHS OF PAGERDUTY | 2021-06-11 | 2021-06-16 | $977,885 | $31,198 | $946,687 | $946,687 | |
| 462,370 SHS OF CONTEXTLOGIC | 2021-06-11 | 2021-06-23 | $6,150,201 | $3,000,023 | $3,150,178 | $3,150,178 | |
| 5,307 SHS OF AFFIRM HOLDING | 2021-06-18 | 2021-06-23 | $349,404 | $69,946 | $279,458 | $279,458 | |
| 107 SHS OF AIRBNB | 2021-12-20 | 2021-12-27 | $17,980 | $2,809 | $15,171 | $15,171 | |
| 98,545 SHS OF APOLLO GLOBAL MANAGEMENT INC | 2021-12-20 | 2021-12-27 | $7,063,060 | $1,936,666 | $5,126,394 | $5,126,394 | |
| 1530 SHS OF COINBASE GLOBAL INC | 2021-12-20 | 2021-12-27 | $380,627 | $12,622 | $368,005 | $368,005 | |
| 581 SHS OF META PLATFORMS INC | 2021-12-20 | 2021-12-27 | $193,896 | $7,146 | $186,750 | $186,750 | |
| 27,740 SHS OF LYFT INC | 2021-12-20 | 2021-12-27 | $1,143,997 | $168,621 | $975,376 | $975,376 | |
| 14,191 SHS OF PINTEREST INC. | 2021-12-20 | 2021-12-27 | $545,094 | $94,527 | $450,567 | $450,567 | |
| 76566 SHS OF UBER TECHNOLOGIES INC. | 2021-12-20 | 2021-12-27 | $3,214,338 | $1,226,566 | $1,987,772 | $1,987,772 | |
| 183,532 SHS OF VMWARE INC. | 2021-12-20 | 2021-12-27 | $21,108,260 | $1,804,649 | $19,303,611 | $19,303,611 | |
| 21,642 SHS OF CONTEXTLOGIC | 2021-12-20 | 2021-12-28 | $75,747 | $10,635 | $65,112 | $65,112 | |
| 6,397 SHS OF WISE PLC | 2021-12-20 | 2021-12-31 | $65,699 | $398 | $65,301 | $65,301 | |
| RETURN OF CAPITAL | D | $45,506 | $45,506 | $45,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,693,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $550,189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $550,189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $550,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $561,386 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $641,386 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $106 | EsPenaltyAmt |
| Overpayment | $91,091 | OverpaymentAmt |
| Applied To ES Tax | $91,091 | 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 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICOLE NADAL | IndividualWithBooksNm |
| Phone | 2127156763 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 HUDSON YARDS 51ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL S LOEB | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | DIR/PRES. | 2.00 | $0 | $0 | $0 |
| CARTER POTTASH | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARGARET M LOEB | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICOLE NADAL | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | TREASURER | 2.00 | $0 | $0 | $0 |
| ELISSA DOYLE | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPPE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 HUDSON YARDS 51ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $251,192 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,809,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,146,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,378,154 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,334,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,334,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,790,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,544,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,877,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,877,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $550,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $550,189 | TotalTaxAmt |
| Distributable Before Adj | $5,327,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,327,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,327,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,754,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,754,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,327,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,251,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,710,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,176,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,303,356 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,463,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,905,043 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,754,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,327,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,427,501 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,332,544 | 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 | $3,251,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,081,096 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,710,166 | ExcessFromYear4Amt |
| Excess From Year3 | $10,176,377 | ExcessFromYear3Amt |
| Excess From Year2 | $15,303,356 | ExcessFromYear2Amt |
| Excess From Year1 | $13,463,696 | ExcessFromYear1Amt |
| Excess From Current Year | $10,427,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL S LOEB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TAKING ACTION FOR GOOD | |||||||
| PO BOX 16834 | MEMPHIS | TN | 38186 | NONE | EXEMPT | CHARITABLE | $25,000 |
| TIKVAH FUND | |||||||
| 165 EAST 56TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $5,000 |
| TRAVELLING PRESS FUND INC | |||||||
| 740 4TH STREET SUITE 239 | ST PETERSBURG | FL | 33701 | NONE | EXEMPT | CHARITABLE | $100,000 |
| A WIDER BRIDGE | |||||||
| 2912 DIAMOND STREET SUITE 348 | SAN FRANCISCO | CA | 94131 | NONE | EXEMPT | CHARITABLE | $25,000 |
| AFSNC | |||||||
| 40 WEST 57TH STREET 26TH FL | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $1,250,000 |
| AHA FOUNDATION | |||||||
| 130 SEVENTH AVENUE SUITE 236 | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $50,000 |
| ALEPH INSTITUTE | |||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | NONE | EXEMPT | CHARITABLE | $180,000 |
| ALEXANDER HAMILTON SOCIETY | |||||||
| 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $50,000 |
| ALVIN AILEY DANCE FOUNDATION | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10102 | NONE | EXEMPT | CHARITABLE | $15,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $50,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $100,000 |
| AMERICAN FEDERATION FOR CHILDREN GROWTH FUND | |||||||
| 1020 19TH STREET NWSUITE 675 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $50,000 |
| AMERICAN FRIENDS OF ISRAEL NAVY SEALS | |||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $40,000 |
| AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE | |||||||
| 1266 WEST PACES FERRY RD STE 615 | ATLANTA | GA | 30327 | NONE | EXEMPT | CHARITABLE | $50,000 |
| ANIMAL RESCUE FUND OF THE HAMPTONS | |||||||
| PO BOX 901 | WAINSCOTT | NY | 11975 | NONE | EXEMPT | CHARITABLE | $1,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BOULEVARD | LOS ANGELES | CA | 90025 | NONE | EXEMPT | CHARITABLE | $500,000 |
| ANTI-RECIDIVISM COALITION | |||||||
| 448 S HILL STREET SUITE 908 | LOS ANGELES | CA | 90013 | NONE | EXEMPT | CHARITABLE | $150,000 |
| APEX FOR YOUTH | |||||||
| 120 WALKER ST 5TH FLOOR | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $10,000 |
| ARS NOVA | |||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $7,500 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | EXEMPT | CHARITABLE | $10,000 |
| ASPEN MUSIC FESTIVAL AND SCHOOL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | EXEMPT | CHARITABLE | $1,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE ST ST 1541 | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $10,000 |
| BABY2BABY | |||||||
| 6435 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | EXEMPT | CHARITABLE | $5,000 |
| BBYO INTERNATIONAL | |||||||
| 800 EIGHT ST NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $25,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $60,000 |
| BOYS' CLUB OF NEW YORK | |||||||
| CHURCH STREET STATION PO BOX 3302 | NEW YORK | NY | 100083302 | NONE | EXEMPT | CHARITABLE | $1,500 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 161 AVENUE OF THE AMERICAS 12 FLOOR | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $100,000 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | EXEMPT | CHARITABLE | $10,000 |
| BROWN HILLEL FOUNDATION | |||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $5,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | NONE | EXEMPT | CHARITABLE | $1,100,000 |
| CCOF FOUNDATION | |||||||
| 2155 DELAWARE AVE SUITE 150 | SANTA CRUZ | CA | 95060 | NONE | EXEMPT | CHARITABLE | $25,000 |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $10,000 |
| CHABAD HOUSE BOWERY | |||||||
| 353 BOWERY | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $10,000 |
| CHABAD OF BATTERY PARK CITY | |||||||
| 365 SOUTH END AVENUE 6F | NEW YORK | NY | 10280 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CHABAD OF MIDTOWN MANHATTAN | |||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | EXEMPT | CHARITABLE | $50,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LN | ALEXANDRIA | VA | 22314 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| THE TISCH BUILDING 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | EXEMPT | CHARITABLE | $5,000 |
| COALITION FOR PUBLIC SAFETY | |||||||
| 444 N CAPITOL STREET NW SUITE 200 | WASHINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $500,000 |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $5,000 |
| COLUMBIABARNARD HILLEL | |||||||
| 606 W 115TH STREET | NEW YORK | NY | 10025 | NONE | EXEMPT | CHARITABLE | $50,000 |
| COUNCIL ON CRIMINAL JUSTICE | |||||||
| 560 LEXINGTON AVENUE SUITE 16B | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $50,000 |
| CRIMINAL JUSTICE REFORM FOUNDATION | |||||||
| 225 WASHINGTON STREET | CONSHOHOCKEN | PA | 19248 | NONE | EXEMPT | CHARITABLE | $500,000 |
| DOROT | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | EXEMPT | CHARITABLE | $10,000 |
| DR LORNA BREEN HEROES FOUNDATION | |||||||
| 1867 WINSTON RD | CHARLOTTESVILLE | VA | 22903 | NONE | EXEMPT | CHARITABLE | $5,000 |
| DREAM CORPS | |||||||
| 436 14TH STREET SUITE 920 | OAKLAND | CA | 94612 | NONE | EXEMPT | CHARITABLE | $400,000 |
| ENRICHMENT FWD | |||||||
| 6 GREG SIKORSKY DRIVE | MONSEY | NY | 10952 | NONE | EXEMPT | CHARITABLE | $250,000 |
| EQUALITY NOW | |||||||
| 250 WEST 57TH STREET SUITE 1720 | NEW YORK | NY | 10107 | NONE | EXEMPT | CHARITABLE | $5,000 |
| FACING HISTORY & OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | EXEMPT | CHARITABLE | $50,000 |
| FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION | |||||||
| 1100 H STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $300,000 |
| FORTUNE SOCIETY | |||||||
| 29-76 NORTHERN BOULEVARD | LOMG ISLAND CITY | NY | 11101 | NONE | EXEMPT | CHARITABLE | $25,000 |
| FOUNDATION FOR EXCELLENCE IN EDUCATION | |||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | NONE | EXEMPT | CHARITABLE | $50,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | EXEMPT | CHARITABLE | $40,000 |
| GATEWAYS ORGANIZATION | |||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | NONE | EXEMPT | CHARITABLE | $10,000 |
| GETTING OUT STAYING OUT | |||||||
| 75 EAST 116TH STREET | NEW YORK | NY | 10029 | NONE | EXEMPT | CHARITABLE | $10,000 |
| GOOD EATS FOR LIFE | |||||||
| 181 EAST 90TH ST | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $5,000 |
| GOOD FOUNDATION (AKA BABY BUGGY) | |||||||
| 306 WEST 37TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $25,000 |
| GRAHAM WINDHAM | |||||||
| 1 PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | NONE | EXEMPT | CHARITABLE | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | EXEMPT | CHARITABLE | $16,000 |
| GUITARS OVER GUNS | |||||||
| 169 EAST FLAGLER STREET SUITE 1134 | MIAMI | FL | 33131 | NONE | EXEMPT | CHARITABLE | $25,000 |
| HAMPTON LIFEGUARD ASSOCIATION | |||||||
| 7 MEADOW LANE | EAST HAMPTON | NY | 11937 | NONE | EXEMPT | CHARITABLE | $1,000 |
| HARLEM CHILDREN'S ZONE | |||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $25,000 |
| HETERODOX ACADEMY | |||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | NONE | EXEMPT | CHARITABLE | $100,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 EIGTH STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $100,000 |
| HISPANIC FEDERATION | |||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $150,000 |
| HUMAN RIGHTS FOUNDATION | |||||||
| 350 FIFTH AVENUE SUITE 4202 | NEW YORK | NY | 10118 | NONE | EXEMPT | CHARITABLE | $50,000 |
| IMENTOR | |||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | CHARITABLE | $25,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $5,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $50,000 |
| INSTITUTE FOR STUDY OF WAR | |||||||
| 1400 16TH ST NW STE 515 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $50,000 |
| ISRAEL ON CAMPUS COALITION | |||||||
| PO BOX 34640 | WASHINGTON | DC | 20043 | NONE | EXEMPT | CHARITABLE | $100,000 |
| JERUSALEM PEACEBUILDERS | |||||||
| 3300 CHIMNEY ROCK SUITE 301 | HOUSTON | TX | 77056 | NONE | EXEMPT | CHARITABLE | $5,000 |
| JEWBELONG | |||||||
| PO BOX 3013 | MONTCLAIR | NJ | 07043 | NONE | EXEMPT | CHARITABLE | $25,000 |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $100,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W 30TH STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $15,000 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF | |||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $50,000 |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $10,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $225,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | EXEMPT | CHARITABLE | $50,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVE | NEW YORK | NY | 10029 | NONE | EXEMPT | CHARITABLE | $5,000 |
| NAACP | |||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $350,000 |
| NACDL FOUNDATION FOR CRIMINAL JUSTICE | |||||||
| 1660 L STREET NW 12TH FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $350,000 |
| NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS | |||||||
| 1425 K STREET NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $50,000 |
| NATIONAL BLACK EMPOWERMENT COUNCIL | |||||||
| 616 CONCORD LAKE CIRCLE SE | SMYRNA | GA | 30082 | NONE | EXEMPT | CHARITABLE | $150,619 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 470 PARK AVE SOUTH 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $50,000 |
| NATIONAL URBAN LEAGUE | |||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $100,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | EXEMPT | CHARITABLE | $2,000 |
| NEW MUSEUM | |||||||
| 235 BOWERY | NEW YORK | NY | 10002 | NONE | EXEMPT | CHARITABLE | $10,000 |
| NEW YORK CITY POLICE FOUNDATION INC | |||||||
| 555 5TH AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $25,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | EXEMPT | CHARITABLE | $10,000 |
| NEW YORK UNIVERSITY | |||||||
| PO BOX 6706 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | CHARITABLE | $10,000 |
| NISKANEN CENTER | |||||||
| 820 1ST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | NONE | EXEMPT | CHARITABLE | $50,000 |
| NYCAN CO 50CAN | |||||||
| 1625 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | EXEMPT | CHARITABLE | $80,000 |
| PARTNERSHIP SCHOOLS | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $25,000 |
| PASSAGES AMERICA ISRAEL | |||||||
| 2185 S MAIN STREET | NAPERVILLE | IL | 60540 | NONE | EXEMPT | CHARITABLE | $425,000 |
| PEN AMERICA | |||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $75,000 |
| PEOPLE CONCERN | |||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | EXEMPT | CHARITABLE | $5,000 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| 1430 BROADWAY SUITE 1614 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $10,000 |
| PLANNED PARENTHOOD HUDSON PECONIC | |||||||
| 4 SKYLINE DRIVE SUITE 7 | HAWTHORNE | NY | 10532 | NONE | EXEMPT | CHARITABLE | $2,500 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $600,000 |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $25,000 |
| QUEENS LIBRARY FOUNDATION | |||||||
| 89-11 MERRICK BLVD | JAMAICA | NY | 11432 | NONE | EXEMPT | CHARITABLE | $50,000 |
| R STREET INSTITUTE | |||||||
| 1212 NEW YORK AVE NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $50,000 |
| REPAIR THE WORLD | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE | $25,000 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | NONE | EXEMPT | CHARITABLE | $100,000 |
| SHALEM FOUNDATION | |||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $50,000 |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | EXEMPT | CHARITABLE | $150,000 |
| SHEFA SCHOOL | |||||||
| 40 E 29TH STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $1,500 |
| SINAI SCHOOLS | |||||||
| 240 FRISCH COURT SUITE 100 | PARAMUS | NJ | 07652 | NONE | EXEMPT | CHARITABLE | $100,000 |
| SOLOMON R GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $10,000 |
| SPHERE INC | |||||||
| PO BOX 1136 | RIDGEFIELD | CT | 06877 | NONE | EXEMPT | CHARITABLE | $5,000 |
| STUDIO MUSEUM IN HARLEM | |||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | EXEMPT | CHARITABLE | $10,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $4,250,000 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | EXEMPT | CHARITABLE | $5,000 |
| TEACH FOR AMERICA - NEW YORK | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $25,000 |
| THORN | |||||||
| 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $50,000 |
| TONY BLAIR FOUNDATION | |||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH STREET SUITE 929B | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $420,000 |
| UNITED STATES SKI & SNOWBOARD FOUNDATION | |||||||
| PO BOX 100 VICTORY LANE | PARK CITY | UT | 84060 | NONE | EXEMPT | CHARITABLE | $5,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $25,000 |
| YOUNG LIVES REDEEMED | |||||||
| 1105 E COMMONWEALTH AVE SUITE A-2 | FULLERTON | CA | 92831 | NONE | EXEMPT | CHARITABLE | $25,000 |
| UNION OF ORTHODOX JEWISH | |||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $1,000 |
| ZIONESS MOVEMENT INC | |||||||
| 244 FIFTH AVE SUITE A205 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,470,619 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $910,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,610,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,520,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,520,790 | TotalIncomeProducingActyAmt |
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 (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DANIEL S LOEB | ||||||
| 1 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $1,963,080 | Yes (X) |
| DANIEL S LOEB | ||||||
| 2 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $966,345 | Yes (X) |
| DANIEL S LOEB | ||||||
| 3 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $5,305,696 | Yes (X) |
| DANIEL S LOEB | ||||||
| 4 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $533,984 | Yes (X) |
| DANIEL S LOEB | ||||||
| 5 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $364,697 | Yes (X) |
| DANIEL S LOEB | ||||||
| 6 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $1,429,626 | Yes (X) |
| DANIEL S LOEB | ||||||
| 7 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $67,956 | Yes (X) |
| DANIEL S LOEB | ||||||
| 8 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $968,449 | Yes (X) |
| DANIEL S LOEB | ||||||
| 9 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $38,415,932 | Yes (X) |
| DANIEL S LOEB | ||||||
| 10 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $30,520 | Yes (X) |
| DANIEL S LOEB | ||||||
| 11 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $15,152,442 | Yes (X) |
| DANIEL S LOEB | ||||||
| 12 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $7,483,777 | Yes (X) |
| DANIEL S LOEB | ||||||
| 13 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $160,367 | Yes (X) |
| DANIEL S LOEB | ||||||
| 14 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $1,051,762 | Yes (X) |
| DANIEL S LOEB | ||||||
| 15 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $507,967 | Yes (X) |
| DANIEL S LOEB | ||||||
| 16 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $16,557 | Yes (X) |
| DANIEL S LOEB | ||||||
| 17 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $21,004,320 | Yes (X) |
| DANIEL S LOEB | ||||||
| 18 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $2,994,879 | Yes (X) |
| DANIEL S LOEB | ||||||
| 19 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $360,422 | Yes (X) |
| DANIEL S LOEB | ||||||
| 20 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $189,531 | Yes (X) |
| DANIEL S LOEB | ||||||
| 21 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $6,753,782 | Yes (X) |
| DANIEL S LOEB | ||||||
| 22 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $62,691 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (22 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 16,359 SHRS OF GUARDANT HEALTH, INC. | $1,963,080 | 2021-06-11 |
| 2 | 24,204 SHRS OF PAGERDUTY, INC. | $966,345 | 2021-06-11 |
| 3 | 462,370 SHS OF CONTEXTLOGIC INC. | $5,305,696 | 2021-06-18 |
| 4 | 880 SHS OF INTUIT INC. | $533,984 | 2021-12-20 |
| 5 | 5,307 SHS OF AFFIRM HOLDINGS INC. | $364,697 | 2021-06-18 |
| 6 | 4,465 SHS OF MICROSOFT CORP | $1,429,626 | 2021-12-20 |
| 7 | 21,642 SHS OF CONTEXTLOGIC INC. | $67,956 | 2021-12-20 |
| 8 | 12,686 SHS OF ASANA INC. | $968,449 | 2021-12-20 |
| 9 | 716,528 SHS OF DELL TECHNOLOGIES INC. | $38,415,932 | 2021-12-20 |
| 10 | 206 SHS OF DOORDASH INC. | $30,520 | 2021-12-20 |
| 11 | 153,326 SHS OF ROBLOX CORP | $15,152,442 | 2021-12-20 |
| 12 | 32,216 SHS OF SPOTIFY TECHNOLOGY S.A. | $7,483,777 | 2021-12-20 |
| 13 | 1,184 SHS OF UNITY SOFTWARE INC. | $160,367 | 2021-12-20 |
| 14 | 27,740 SHS OF LYFT INC. | $1,051,762 | 2021-12-20 |
| 15 | 14,191 SHS OF PINTEREST INC. | $507,967 | 2021-12-20 |
| 16 | 107 SHS OF AIRBNB INC. | $16,557 | 2021-12-20 |
| 17 | 183,532 SHS OF VMWARE INC. | $21,004,320 | 2021-12-20 |
| 18 | 76,566 SHS OF UBER TECHNOLOGIES INC. | $2,994,879 | 2021-12-20 |
| 19 | 1,530 SHS OF COINBASE GLOBAL INC. | $360,422 | 2021-12-20 |
| 20 | 581 SHS OF META PLATFORMS INC. | $189,531 | 2021-12-20 |
| 21 | 98,545 SHS OF APOLLO GLOBAL MANAGEMENT INC. | $6,753,782 | 2021-12-20 |
| 22 | 6,397 SHS OF WISE PLC | $62,691 | 2021-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,957 | Amt |
| Net Investment Income | $18,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,478 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 490,000 SHRS MASTER ADJUSTABLE RATE MORTGAGE TR.SER 2007-R5 | $44,051 | $54,799 |
| 1,000,000 SHRS RESIDENTIAL ACCREDIT LOAN INC 2006 A1 | $53,152 | $86,528 |
| 1,100,000 SHR CITIGROUP MORTGAGE LOAN TRUST SER 07-6 CL 1A1A | $63,546 | $87,948 |
| 1,800,000 SHRS BEAR STEARNS ALT-A TRUST 2006-1 CL 21A2 | $113,838 | $161,510 |
| 895,000 SHRS WACHOVIA MORTGAGE LOAN TRUST 2006 AMN1 CL A1 | $9,513 | $11,123 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 202,818 SHRS OCEAN FIRST FINANCIAL CORP | $3,032,048 | $4,502,560 |
| 292,740 SHRS WATERSTONE FINANCIAL INC | $3,751,463 | $6,399,296 |
| 300,000 SHRS NORTHFIELD BANCORP INC | $4,393,500 | $4,848,000 |
| 269,100 SHRS KEARNY FINANCIAL CORP | $3,381,500 | $3,565,575 |
| 33,221 SHRS SOUTH STATE BANK CORP | $1,717,500 | $2,661,334 |
| 45,195 SHRS WSFS FINANCIAL CORP | $2,023,500 | $2,265,173 |
| 80,000 SHRS VALLEY NATIONAL BANCORP | $743,000 | $1,100,000 |
| 4,465 SHRS MICROSOFT CORP | $1,429,626 | $1,501,669 |
| 153,326 SHRS ROBLOX CORP | $15,152,442 | $15,817,110 |
| 32,216 SHRS SPOTIFY TECHNOLOGY SA | $7,483,777 | $7,539,510 |
| 1,184 SHRS UNITY SOFTWARE INC | $160,367 | $169,300 |
| 716,528 SHRS DELL TECHNOLOGIES INC | $38,415,932 | $40,247,378 |
| 12,868 SHRS ASANA INC | $968,449 | $945,741 |
| 206 SHRS DOORDASH INC | $30,520 | $30,673 |
| 880 SHRS INTUIT INC | $533,984 | $566,034 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INV.IN ARAVT GLOBAL FUND LTD (500 SHRS) | AT COST | $500,000 | $881,796 |
| INV.IN THIRD POINT ULTRA LTD (30,529 SHRS) | AT COST | $35,464,040 | $79,496,358 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,516 | LegalFeesAmt |
| Net Investment Income | $3,258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,258 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT | Desc |
| Amt | $7,073 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $85 | $0 | $85 |
| MEMBERSHIP REGISTRATION FEES | $3,056 | $0 | $3,056 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $251,192 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $251,192 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $630 | $0 | $0 |
| FEDERAL TAX | $100,000 | $0 | $0 |
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