THE MARGARET AND DANIEL LOEB FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MARGARET AND DANIEL LOEB FOUNDATION (EIN 52-2251371)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101586
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:43:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC MINKER | PreparerPersonNm |
| PTIN | P00529877 | PTIN |
| Phone | 2127905700 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.98.67.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-22 | IPDt |
| IP Tm | 17:04:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2547C0F6B0B774BB3B5587399C76001B227559A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $87,978,622 | 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 | $5,404,097 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $811,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $811,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,126,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,481,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,404,509 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,342,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,216,032 | 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 | $15,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,624 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,624 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,407 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,408 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $131,267 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,359 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,359 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $448,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,363,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,363,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,811,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,540,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,468,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,196,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,185,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,731,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,731,492 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,042,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,042,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,229,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $482,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $418,194 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $596,725 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $48,989,297 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,039,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,420,524 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $73,699,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,231,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,978,622 | 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 | $73,699,912 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,231,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,699,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,231,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,699,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,231,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,699,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,468,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,231,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,231,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,228 SHRS OF THIRD POINT ULTRA | D | 2017-01-01 | 2019-04-30 | $3,000,000 | $2,069,192 | $930,808 | $930,808 |
| 2,651 SHRS OF THIRD POINT ULTRA | D | 2017-01-01 | 2019-05-31 | $3,500,000 | $2,574,773 | $925,227 | $925,227 |
| 1,809 SHRS OF THIRD POINT ULTRA | D | 2017-01-01 | 2019-09-30 | $2,500,000 | $1,806,332 | $693,668 | $693,668 |
| 4,455 SHRS OF MICROSOFT CORP | D | 2019-01-16 | 2019-01-18 | $467,769 | $60,410 | $407,359 | $407,359 |
| 334 SHRS OF ATLANTICA YIELD PLC | D | 2019-07-11 | 2019-07-16 | $7,668 | $6,009 | $1,659 | $1,659 |
| 147 SHRS OF ELASTIC NV | D | 2019-07-11 | 2019-07-16 | $13,214 | $576 | $12,638 | $12,638 |
| 300 SHRS OF TERRAFORM PWR INC-A | D | 2019-07-11 | 2019-07-16 | $4,370 | $3,564 | $806 | $806 |
| 500 SHRS OF ARAVT GLOBAL FUND LTD | D | 2014-01-31 | 2019-01-01 | $529,329 | $500,000 | $29,329 | $29,329 |
| 98,698 SHRS OF LYFT INC | D | 2019-09-23 | 2019-09-24 | $4,592,732 | $999,998 | $3,592,734 | $3,592,734 |
| 4,271 SHRS OF PAGERDUTY INC | D | 2019-10-24 | 2019-10-29 | $105,245 | $3,630 | $101,615 | $101,615 |
| 1,368 SHRS OF PINTEREST INC | D | 2019-10-24 | 2019-10-29 | $35,735 | $12,639 | $23,096 | $23,096 |
| 2,009 SHRS OF SPLUNK INC | D | 2019-11-04 | 2019-11-07 | $245,925 | $39,530 | $206,395 | $206,395 |
| 150,000 SHRS OF BENEFICIAL BANCORP INC | D | 2015-12-31 | 2019-03-04 | $439,500 | $439,500 | $439,500 | |
| RETURN OF CAPITAL | D | $39,675 | $39,675 | $39,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,404,509 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,121,489 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $102,840,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,765,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,397,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,781,743 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,583,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112086 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,609,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,195,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.271137 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,955,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,538,080 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.458383 | DistributionYr5Rt |
| Total Distribution | 1.055366 | TotalDistributionRt |
| Average Distribution | 0.211073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $86,385,349 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,233,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81,965 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,315,580 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,540,658 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $81,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $260,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $454 | EsPenaltyAmt |
| Overpayment | $177,581 | OverpaymentAmt |
| Applied To ES Tax | $177,581 | 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 (6 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 |
| JOHN JOSEPHSON | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | SECRETARY | 0.50 | $0 | $0 | $0 |
| NICOLE NADAL | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | TREASURER | 2.00 | $0 | $0 | $0 |
| MIKE PULEIO | ||||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 10001 | SECRETARY (01/19-03/19) | 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 | $131,267 | 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 | $23,631,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,649,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,420,524 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,700,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,700,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,315,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,385,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,319,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,319,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,965 | TotalTaxAmt |
| Distributable Before Adj | $4,237,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,237,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,237,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,540,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,540,658 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $81,965 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,458,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,237,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,162,732 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,284,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,251,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,710,166 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,176,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,585,350 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,540,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,237,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,303,356 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,888,706 | 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 | $8,162,732 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,725,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,284,627 | ExcessFromYear4Amt |
| Excess From Year3 | $3,251,448 | ExcessFromYear3Amt |
| Excess From Year2 | $1,710,166 | ExcessFromYear2Amt |
| Excess From Year1 | $10,176,377 | ExcessFromYear1Amt |
| Excess From Current Year | $15,303,356 | 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 (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WIDER BRIDGE | ||||||||
| 2912 DIAMOND STREET SUITE 348 | SAN FRANCISCO | CA | 94131 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| AFSNC INC | ||||||||
| 40 W 57TH ST 26TH FLOOR | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $1,257,000 | |
| AHA FOUNDATION | ||||||||
| 130 7TH AVE BOX 236 | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| ALEPH INSTITUTE | ||||||||
| 9540 COLLINS AVE | MIAMI | FL | 33154 | NONE | EXEMPT | CHARITABLE | $200,000 | |
| ALEXANDER HAMILTON SOCIETY | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| ALVIN AILEY DANCE FOUNDATION | ||||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 101021956 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| 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 NW SUITE 675 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 500 FIFTH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 100245192 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| 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 | $25,000 | |
| 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 ST | 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 | |
| ASPEN VALLEY SKI-SNOWBOARD CLUB | ||||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | NONE | EXEMPT | CHARITABLE | $34,000 | |
| BABY2BABY | ||||||||
| 6435 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $60,000 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 161 AVENUE OF THE AMERICAS 12 FLOOR | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $400,000 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112389982 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| BROWN RISD HILLEL | ||||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| BROWN UNIVERSITY | ||||||||
| BOX 1859 BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | NONE | EXEMPT | CHARITABLE | $850,000 | |
| BUILDING RELATIONSHIPS INC | ||||||||
| 23179 TELEGRAPH RD | SOUTHFIELD | MI | 48033 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| CENTER FOR JEWISH HISTORY | ||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| CHABAD HOUSE BOWERY | ||||||||
| 353 BOWERY | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||||
| 44900 PRENTICE DRIVE | DULLES | VA | 20166 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| CHILDREN SCHOLARSHIP FUND | ||||||||
| 8 W 38TH ST 901 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| CITIZENS UNION FOUNDATION | ||||||||
| 299 BROADWAY STE 700 | NEW YORK | NY | 10007 | NONE | EXEMPT | CHARITABLE | $8,500 | |
| COALITION FOR PUBLIC SAFETY | ||||||||
| 444 NORTH CAPTIOL ST NW SUITE 200 | WASHINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $500,000 | |
| COLEL CHABAD | ||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | EXEMPT | CHARITABLE | $200,000 | 4524 |
| COLUMBIABARNARD HILLEL | ||||||||
| 606 W 115TH ST | NEW YORK | NY | 10025 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| COUNCIL ON CRIMINAL JUSTICE | ||||||||
| 560 LEXINGTON AVE SUITE 16B | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| CRIMINAL JUSTICE REFORM FOUNDATION | ||||||||
| 225 WASHINGTON STREET | CONSHOHOCKEN | PA | 19248 | NONE | EXEMPT | CHARITABLE | $1,000,000 | |
| DALMATIAN DREAMS DBA DREAM FOUNDATION | ||||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| DAVID LYNCH FOUNDATION | ||||||||
| 216 EAST 45TH STREET SUITE 1301 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $40,000 | |
| DOROT INC | ||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| DREAM CORPS | ||||||||
| 436 14TH ST SUITE 920 | OAKLAND | CA | 94612 | NONE | EXEMPT | CHARITABLE | $750,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 131 W 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| EAST HARLEM TUTORIAL PROGRAM | ||||||||
| 2050 SECOND AVE | NEW YORK | NY | 10029 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| 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 | |
| ETHICAL CULTURE FIELDSTON SCHOOL | ||||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 100236001 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 150 BROADWAY SUITE 2100 | NEW YORK | NY | 10038 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| FAMILIES AGAINST MANDATORY MINIMUMS | ||||||||
| 1100 H STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $400,000 | |
| FOREIGH POLICY ASSOCIATION | ||||||||
| 470 PARK AVE SOUTH | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| FORTUNE SOCIETY | ||||||||
| 29-76 NORTHERN BLVD | LONG 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 | |
| FREEDOMWORKS FOUNDATION | ||||||||
| 111 K STREET NE SUITE 600 | WASHINGTON | DC | 20002 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| FRIENDS OF IR DAVID | ||||||||
| 575 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $800,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCE | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | EXEMPT | CHARITABLE | $40,000 | |
| FRIENDSHIP CIRCLE NJ | ||||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| GATEWAYS ORGANIZATION | ||||||||
| 11 WALLENBERG CIRCLE | MONSEY | NJ | 10952 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| GETTING OUT STAYING OUT | ||||||||
| 75 E 116TH ST | NEW YORK | NY | 10029 | NONE | EXEMPT | CHARITABLE | $12,500 | |
| HAMPTON LIFEGUARD ASSOCIATION | ||||||||
| 36 TALKHOUSE WALK | 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 | ||||||||
| 428 BROADWAY 4TH FL | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| HIAS INC | ||||||||
| 411 5TH AVE SUITE 1006 | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| HISPANIC FEDERATION INC | ||||||||
| 55 EXCHANGE PL 5 | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $250,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 770 LEXINGTON AVE 8TH FLOOR | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $3,000,000 | |
| IN ARMS REACH INC | ||||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 100224112 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| INNOCENCE PROJECT NEW ORLEANS | ||||||||
| 4051 ULLOA ST | NEW ORLEANS | LA | 70119 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| INSTITUTE FOR THE STUDY OF WAR | ||||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||
| 116 E 27TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| JEWISH COMMUNITY CENTER (JCC) IN MANHATTAN | ||||||||
| 334 AMSTERDAM AVE AT 76TH STREET | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| LADIES OF HOPE MINISTRIES | ||||||||
| 2023 CAESAR PLACE | BRONX | NY | 10473 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| LEADERSHIP ENTERPRISE FOR A DIVERSE AMERICA | ||||||||
| 501 SEVENTH AVE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| LUBAVITCH OF THE EAST END | ||||||||
| 13 WOODS LANE | EAST HAMPTON | NY | 119373247 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| MARSHALL PROJECT | ||||||||
| 156 W 56TH ST SUITE 701 | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $75,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195497 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| NAACP | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $250,000 | |
| NACDL FOUNDATION FOR CRIMINAL JUSTICE | ||||||||
| 1660 L ST NW 12TH FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $494,000 | |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | ||||||||
| 14 WALL ST 3B | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $75,000 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| NEW MUSEUM | ||||||||
| 235 BOWERY STREET | NEW YORK | NY | 10002 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| NEW YORK CITY LIONS YOUTH FOOTBALL LEAGUE | ||||||||
| 173 E 74TH STREET APT 4C | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| NEW YORK CITY POLICE FOUNDATION | ||||||||
| 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 JETS FOUNDATION INC | ||||||||
| 610 FIFTH AVE 2ND FLOOR | NEW YORK | NY | 10020 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| NEW YORK UNIVERSITY | ||||||||
| PO BOX 6706 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | ||||||||
| 152 WEST 57TH STREET 52ND FL | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| NYCAN | ||||||||
| 1625 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | EXEMPT | CHARITABLE | $30,000 | |
| PARTNERSHIP FOR INNER-CITY EDUCATION | ||||||||
| 1011 FIRST AVE SUITE 1800 | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| PASSAGES AMERICA ISRAEL INC | ||||||||
| 1011 1ST AVE SUITE 1800 | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $425,000 | |
| PEN AMERICAN CENTER | ||||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| PLANNED PARENTHOOD HUDSON PECONIC | ||||||||
| 4 SKYLINE DRIVE SUITE 7 | HAWTHORNE | NY | 10532 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| PLANNED PARENTHOOD OF NYC | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $550,000 | |
| REPAIR THE WORLD | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| SINAI SPECIAL NEEDS INSTITUTE | ||||||||
| 1650 PALISADE AVE | TEANECK | NJ | 07666 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| SOLOMON R GUGGENHEIM | ||||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| SPARK PROGRAM | ||||||||
| 315 WEST 9TH STREET SUITE 313 | LOS ANGELES | CA | 90015 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SPHERE INC | ||||||||
| 421 MAIN ST | RIDGEFIELD | CT | 06877 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| STUDIO MUSEUM IN HARLEM | ||||||||
| 144 W 125TH STREET | NEW YORK | NY | 10027 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 95 PINE ST FLOOR 6 | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $3,955,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| TEACH FOR AMERICA - NEW YORK | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $250,000 | |
| THE DOE FUND | ||||||||
| 232 E 84TH STREET | NEW YORK | NY | 10028 | NONE | EXEMPT | CHARITABLE | $190,000 | |
| THE KITCHEN | ||||||||
| 512 WEST 19TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| THE LGBT CENTER OF NEW YORK | ||||||||
| 208 W 13TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 232 MADISON AVENUE SUITE 1107 | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| THE SHALEM FOUNDATION | ||||||||
| 845 3RD AVE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| THE SHEFA SCHOOL | ||||||||
| 180 AMSTERDAM AVE | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| THORN | ||||||||
| 1240 ROSECRANS AVE SUITE 120 | MANHATTAN BEACH | CA | 90266 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| TONY BLAIR FOUNDATION | ||||||||
| 237 W 35TH ST SUITE 1101 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $225,000 | |
| US SKI & SNOWBOARD FOUNDATION | ||||||||
| PO BOX 100 VICTORY LANE | PARK CITY | UT | 84060 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 411 E 83RD STREET SUITE 3F | NEW YORK | NY | 10028 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| VH1 SAVE THE MUSIC | ||||||||
| 1515 BROADWAY 21ST FLOOR | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE | $17,500 | |
| WARRIOR SCHOLAR PROJECT | ||||||||
| 1012 14TH STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| WNET | ||||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $500,000 | |
| YOUNG LIVES REDEEMED | ||||||||
| 1105 E COMMONWEALTH AVE STE A2 | FULLERTON | CA | 92831 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,363,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $811,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,126,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,938,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,938,290 | 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 (8 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 | $7,674 | Yes (X) |
| DANIEL S LOEB | ||||||
| 2 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $12,754 | Yes (X) |
| DANIEL S LOEB | ||||||
| 3 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $470,492 | Yes (X) |
| DANIEL S LOEB | ||||||
| 4 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $4,424 | Yes (X) |
| DANIEL S LOEB | ||||||
| 5 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $4,521,849 | Yes (X) |
| DANIEL S LOEB | ||||||
| 6 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $105,964 | Yes (X) |
| DANIEL S LOEB | ||||||
| 7 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $35,069 | Yes (X) |
| DANIEL S LOEB | ||||||
| 8 | 15 CENTRAL PARK WEST PH39 | NEW YORK | NY | 10023 | $245,871 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 334 SHRS OF ATLANTICA YIELD PLC | $7,674 | 2019-07-11 |
| 2 | 147 SHRS OF ELASTIC | $12,754 | 2019-07-11 |
| 3 | 4,455 SHRS OF MICROSOFT CORP | $470,492 | 2019-01-16 |
| 4 | 300 SHRS OF TERRAFORM | $4,424 | 2019-07-11 |
| 5 | 98,698 SHRS OF LYFT INC | $4,521,849 | 2019-09-01 |
| 6 | 4,271 SHRS OF PAGERDUTY | $105,964 | 2019-10-24 |
| 7 | 1,368 SHRS OF PINTEREST | $35,069 | 2019-10-24 |
| 8 | 2,009 SHRS OF SPLUNK | $245,871 | 2019-11-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,815 | Amt |
| Net Investment Income | $11,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,408 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105,565 SHRS MASTER ADJUSTABLE RATE MORTGAGE TR.SER 2007-R5 | $60,887 | $81,454 |
| 1,000,000 SHRS RESIDENTIAL ACCREDIT LOAN INC 2006 A1 | $91,588 | $135,656 |
| 1,100,000 SHR CITIGROUP MORTGAGE LOAN TRUST SER 07-6 CL 1A1A | $101,156 | $138,385 |
| 1,800,000 SHRS BEAR STEARNS ALT-A TRUST 2006-1 CL 21A2 | $152,436 | $223,714 |
| 31,835 SHRS WACHOVIA MORTGAGE LOAN TRUST 2006 AMN1 CL A1 | $12,127 | $17,516 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 202,818 SHRS OCEAN FIRST FINANCIAL CORP | $3,032,048 | $5,179,972 |
| 292,740 SHRS WATERSTONE FINANCIAL INC | $3,751,463 | $5,570,842 |
| 300,000 SHRS NORTHFIELD BANCORP INC | $4,393,500 | $5,088,000 |
| 269,100 SHRS KEARNY FINANCIAL CORP/MERGED WITH CLIFTON | $3,381,500 | $3,721,653 |
| 110,700 SHRS CENTERSTATE BANK CORP | $1,717,500 | $2,765,286 |
| 45,195 SHRS WSFS FINANCIAL CORP (MERGER WITH BENEFICIAL BANCORP) | $2,023,500 | $1,988,128 |
| 80,000 SHRS VALLEY NATIONAL BANCORP (MERGER WITH ORITANI FINANCIAL CORP) | $743,000 | $916,000 |
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 | $701,356 |
| INV.IN THIRD POINT ULTRA LTD (40,981 SHRS) | AT COST | $41,539,000 | $59,719,168 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,248 | LegalFeesAmt |
| Net Investment Income | $7,624 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,624 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $504 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $131,267 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $131,267 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $1,500 | $0 | $0 |
| FEDERAL TAX | $249,409 | $0 | $0 |
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