THE MARGARET AND DANIEL LOEB FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MARGARET AND DANIEL LOEB FOUNDATION (EIN 52-2251371)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349104127
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:32:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | TREASURER | PersonTitleTxt |
| Phone | 2127156763 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M CHERILL | PreparerPersonNm |
| PTIN | P00947291 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $167,433,237 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,468,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,468,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,543,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,608,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,543,976 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $237 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $237 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,012,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,012,837 | 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 | $68,429 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $68,429 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,846 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,423 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,423 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $299,024 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $299,024 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,945 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,945 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,312 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $626,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $425,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,231,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,231,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,858,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,656,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,845,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,873,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,110,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,114,359 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,114,359 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,844,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,435,078 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,435,078 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $248,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $224,570 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $224,570 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $109,680,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,659,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,659,230 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $164,884,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,433,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $167,433,237 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $5,235,065 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $5,235,065 | 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 | $1,354,312 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $159,648,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $166,078,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,648,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $167,433,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,884,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $167,433,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,648,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,845,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,904,193 | OtherIncreasesAmt |
| Subtotal | $169,707,852 | SubtotalAmt |
| Other Decreases | $2,274,615 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $167,433,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| COINBASE | P | 2024-01-01 | 2024-12-31 | $1,340,576 | $1,340,576 | $1,340,576 |
| SOUTH STATE CORP | P | 2013-07-09 | 2024-02-26 | $1,252,010 | $1,252,010 | $1,252,010 |
| VALLEY NATIONAL BANCORP | P | 2010-06-01 | 2024-02-26 | $173,240 | $173,240 | $173,240 |
| WSFS FINANCIAL CORP | P | 2015-12-30 | 2024-02-26 | $383,694 | $383,694 | $383,694 |
| KEARNY FINANCIAL CORP | P | 2015-04-10 | 2024-12-31 | $104,023 | $104,023 | $104,023 |
| NORTHFIELD BANCORP | P | 2012-10-31 | 2024-12-31 | -$64,966 | -$64,966 | |
| OCEANFIRST FINANCIAL CORP | P | 2009-12-18 | 2024-12-31 | $1,452,537 | $1,452,537 | $1,452,537 |
| WATERSTONE FINANCIAL CORP | P | 2013-12-12 | 2024-12-31 | $568,771 | $568,771 | $568,771 |
| MASTER ADJUSTABLE RATE MORTGAGES TR | P | 2016-07-05 | 2024-12-31 | $2,031 | $2,031 | $2,031 |
| BEAR STERNS ALT-A TR 2006-1 | P | 2016-06-15 | 2024-12-31 | $78,103 | $78,103 | $78,103 |
| WACHOVIA MTG LN TR SER 2006-AMN1 | P | 2016-07-15 | 2024-12-31 | $24,648 | $24,648 | $24,648 |
| RALI SER TR 2006-QA10 CL A1 | P | 2016-07-05 | 2024-12-31 | $155,392 | $155,392 | $155,392 |
| CITIGROUP MTG LN TR 2007-6 | P | 2016-07-15 | 2024-12-31 | $73,917 | $73,917 | $73,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,543,976 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $123,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $123,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $123,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,698 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $210,698 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $87,362 | OverpaymentAmt |
| Applied To ES Tax | $87,362 | 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 | $299,024 | 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 | $6,103,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,003,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $112,657,415 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,764,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,764,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,471,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,292,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,114,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,114,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123,336 | TotalTaxAmt |
| Distributable Before Adj | $7,991,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,991,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,991,305 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,656,757 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,656,757 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,991,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,303,356 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,463,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,427,501 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,669,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,921,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,785,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,656,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,991,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,665,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,450,598 | 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 | $15,303,356 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,147,242 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,463,696 | ExcessFromYear4Amt |
| Excess From Year3 | $10,427,501 | ExcessFromYear3Amt |
| Excess From Year2 | $1,669,398 | ExcessFromYear2Amt |
| Excess From Year1 | $1,921,195 | ExcessFromYear1Amt |
| Excess From Current Year | $8,665,452 | 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 (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABORTION COALITION FOR TELEMEDICINE | |||||||||||
| 224 W 35TH ST STE 500 445 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AFSNC INC | |||||||||||
| 40 W 57TH ST 26TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $515,000 | ||||
| AHA FOUNDATION | |||||||||||
| 130 SEVENTH AVENUE SUITE 236 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AISH GLOBAL | |||||||||||
| 915 CLIFTON AVENUE SUITE 4 | CLIFTON | NJ | 07013 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| ALEPH INSTITUTE | |||||||||||
| 9540 COLLINS AVENUE | MIAMI | FL | 33154 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | ||||
| ALEXANDER HAMILTON SOCIETY | |||||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| ALLIANCE CHICAGO | |||||||||||
| 215 W OHIO STREET 4TH FL | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| AMERICA ISRAEL DEMOCRACY COALITION | |||||||||||
| 755 WEST LANCASTER AVENUE 1121 | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AMERICAN ENTERPRISE INSTITUTE | |||||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AMERICAN FEDERATION FOR CHILDREN GROWTH FUND | |||||||||||
| 1020 19TH STREET NWSUITE 675 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| AMERICAN FRIENDS OF ALIN BEIT NOAM | |||||||||||
| 556 WEST 254TH | RIVERDALE | NY | 10471 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AMERICAN FRIENDS OF ISRAEL DEMOCRACY INSTITUTE | |||||||||||
| 1266 WEST PACES FERRY RD STE 615 | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AMERICAN FRIENDS OF ISRAEL NAVY SEALS | |||||||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| AMERICAN FRIENDS OF THE IDF WIDOWS AND ORPHANS ORGANIZATION | |||||||||||
| PO BOX 56H | SCARSDALE | NY | 10583 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| AMERICAN FRIENDS OF UNIT 669 | |||||||||||
| 35 CROSSBROOK RD | LIVINGSTON | NJ | 07039 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||||||
| 711 3RD AVE 11TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| AMERICANS FOR THE ISRAELI THIRD WAY | |||||||||||
| 919 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| ANIMAL RESCUE FUND OF THE HAMPTONS | |||||||||||
| 124 DANIELS HOLE RD PO BOX 901 | WAINSCOTT | NY | 11975 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 10495 SANTA MONICA BOULEVARD | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||
| ANTI-RECIDIVISM COALITION | |||||||||||
| 448 S HILL STREET SUITE 908 | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL OPERATING SUPPORT | $9,773 | ||||
| APEX FOR YOUTH | |||||||||||
| 120 WALKER ST 5TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | FUNDRAISING | $10,000 | ||||
| ARS NOVA | |||||||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATION SUPPORT | $5,000 | ||||
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| ASPEN FIRE PROTECTION DISTRICT | |||||||||||
| 420 EAST HOPKINS AVE | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| ASPEN MUSIC FESTIVAL AND SCHOOL | |||||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| ASPEN VALLEY SKI-SNOWBOARD CLUB | |||||||||||
| 300 AVSC DRIVE | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $69,000 | ||||
| ATLANTIC COUNCIL OF THE US INC | |||||||||||
| 1030 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| BBYO INTERNATIONAL | |||||||||||
| 800 EIGHT ST NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| BELEV ECHAD | |||||||||||
| 1766 2ND AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| BOBBIES PLACE | |||||||||||
| 1243 EAST 14TH ST | BROOKLYN | NY | 11230 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| BOUNDLESS ISRAEL | |||||||||||
| 258 WARREN STREET | WALTHAM | MA | 02453 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| BROWN HILLEL FOUNDATION | |||||||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING SUPPORT | $550,000 | ||||
| BROWN UNIVERSITY | |||||||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL OPERATING SUPPORT | $3,650,000 | ||||
| CENTER FOR JEWISH HISTORY | |||||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| CENTRAL FUND OF ISRAEL | |||||||||||
| 429 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| CHABAD AT COLUMBIA | |||||||||||
| 625 W 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| CHABAD HOUSE BOWERY | |||||||||||
| 353 BOWERY | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| CHABAD OF BATTERY PARK CITY | |||||||||||
| 365 SOUTH END AVENUE 6F | NEW YORK | NY | 10280 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CHABAD OF COLLEGE HILL | |||||||||||
| 12 OLIVE STREET | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING SUPPORT | $550,000 | ||||
| CHABAD OF MIDTOWN MANHATTAN | |||||||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| CHABAD OF SOUTHAMPTON | |||||||||||
| 214 HILL STREET | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CHALLENGED ATHLETES FOUNDATION | |||||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| COLEL CHABAD | |||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| COLUMBIABARNARD HILLEL | |||||||||||
| 606 W 115TH ST | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| COMMENTARY INC | |||||||||||
| 200 WEST 86TH STREET SUITE 1M | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||
| CONGREGATION BEIT EDMOND (EDMOND J SAFRA SYNAGOGUE) | |||||||||||
| 11 EAST 63RD STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||
| CROHN'S & COLITIS FOUNDATION GREATER NY CHAPTER | |||||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||
| DONATE YOUR TIME INC | |||||||||||
| 188 E 78TH STREET 32A | NEW YORK | NY | 10075 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| DOROT | |||||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| EDUCATION REFORM NOW | |||||||||||
| 276 5TH AVENUE SUITE 704 915 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||
| EIGHTEEN FOUNDATION | |||||||||||
| 4208 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| ENRICHMENT FWD | |||||||||||
| 6 GREG SIKORSKY DRIVE | MONSEY | NY | 10952 | NONE | PC | GENERAL OPERATING SUPPORT | $300,000 | ||||
| FDNY FOUNDATION | |||||||||||
| 9 METROTECH CENTER RM 5E-6 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| FEDERATION OF THE JEWISH COMMUNITIES OF THE CIS | |||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||||||
| 1800 M STREET NW 800S | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| FOUNDATION FOR EXCELLENCE IN EDUCATION | |||||||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| FRIENDS OF DUVDEVAN | |||||||||||
| 29155 NORTHWESTERN HWY STE 517 | SOUTHFIELD | MI | 48034 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| FRIENDS OF HAGAL SHELI | |||||||||||
| 8 THE GREEN STE R | DOVER | DE | 19901 | NONE | PC | GENERAL OPERATING SUPPORT | $51,000 | ||||
| FRIENDS OF IR DAVID | |||||||||||
| 575 LEXINGTON AVENUE 4TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| FRIENDS OF THE LAU CENTER | |||||||||||
| 2500 FARRINGDON RD | BALTIMORE | MD | 21209 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| FRIENDS OF UNITED HATZALAH | |||||||||||
| 208 EAST 51ST ST SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $243,000 | ||||
| FUENTE LATINA | |||||||||||
| 7300 BISCAYNE BLVD SUITE 200 | MIAMI | FL | 33138 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| GATEWAYS ORGANIZATION | |||||||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| GOOD FOUNDATION (AKA BABY BUGGY) | |||||||||||
| 306 W 37TH ST 8TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| GUITARS OVER GUNS | |||||||||||
| 169 EAST FLAGLER STREET SUITE 1134 | MIAMI | FL | 33131 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||
| GUTTMACHER INSTITUTE | |||||||||||
| 125 MAIDEN LN 7 | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| HAMPTON LIFEGUARD ASSOCIATION | |||||||||||
| 7 MEADOW LANE | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| HARLEM CHILDREN'S ZONE | |||||||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| HETERODOX ACADEMY | |||||||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||
| HOPEWELL FUND | |||||||||||
| 1828 L NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| HUMAN RIGHTS FOUNDATION | |||||||||||
| 350 FIFTH AVENUE SUITE 4202 | NEW YORK | NY | 10118 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||
| 770 LEXINGTON AVE 8TH FLOOR | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $105,000 | ||||
| IMENTOR | |||||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| INSTITUTE FOR THE STUDY OF WAR | |||||||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| ISRAEL ADVOCACY GROUP | |||||||||||
| 1121 N BETHLEHEM PIKE SUITE 60138 | SPRINGHOUSE | PA | 19477 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| ISRAEL ON CAMPUS COALITION | |||||||||||
| PO BOX 34640 | WASHINGTON | DC | 20043 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| ISRAELS FALLEN HEROS FUND NER LHOREINU INC | |||||||||||
| 9215 EAST FAIRWAY BOULEVARD | SUN LAKES | AZ | 85248 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| JCC DUBAI | |||||||||||
| 595 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| JEW IN THE CITY | |||||||||||
| PO BOX 2168 | TEANECK | NJ | 07666 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| JEWBELONG | |||||||||||
| PO BOX 3013 | MONTCLAIR | NY | 07043 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL | |||||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | ||||
| JEWISH COMMUNAL FUND (NEVO NETWORK) | |||||||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA | |||||||||||
| 520 EIGHTH AVENUE FOURTH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| JEWISH CREATIVITY INTERNATIONAL | |||||||||||
| PO BOX 198 | ORRICK | MO | 64077 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 W 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||
| JEWISH MUSEUM | |||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| KNOW NO SORROW UK FUND VIA MYRIAD USA | |||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | 20 GLOUCESTER PLACE | LONDON | UK | W1U 8HA | ||||
| LISMORE ROAD INC | |||||||||||
| 55 HUDSON YARDS 51ST FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $287,500 | ||||
| LUBAVITCH OF THE EAST END | |||||||||||
| 87 MT SINAI CORAM ROAD | CORAM | NY | 11727 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| LUPUS RESEARCH ALLIANCE | |||||||||||
| 757 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| LUSTGARTEN FOUNDATION | |||||||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| MESTIVA YESHIVA RABBI CHAIM BERLIN | |||||||||||
| 1605 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| MICHAEL J FOX FOUNDATION | |||||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| NATIONAL BLACK EMPOWERMENT COUNCIL | |||||||||||
| 616 CONCORD LAKE CIRCLE SE | SMYRNA | GA | 30082 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| NAVY SEAL FOUNDATION | |||||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| NEW 42ND STREET THE | |||||||||||
| 229 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| NEW YORK CITY LIONS YOUTH FOOTBALL LEAGUE | |||||||||||
| 173 EAST 74TH STREET APT 4C | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| NEW YORK CITY POLICE FOUNDATION INC | |||||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||
| NEW YORK HISTORICAL SOCIETY | |||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| NEW YORK JETS FOUNDATION | |||||||||||
| 610 FIFTH AVENUE SECOND FLOOR | NEW YORK | NY | 10020 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| ONETABLE | |||||||||||
| 228 PARK AVENUE SOUTH SUITE 77191 | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||
| OPENDOR MEDIA | |||||||||||
| 11110 W OAKLAND PARK BLVD SUITE 288 | SUNRISE | FL | 33351 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| PASSAGES AMERICA ISRAEL | |||||||||||
| 2185 S MAIN STREET | NAPERVILLE | IL | 60540 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $225,000 | ||||
| PHILANTHROPY ROUNDTABLE | |||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||||||
| 1430 BROADWAY FLOOR 16 SUITE 1614 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| PREP FOR PREP | |||||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||
| PROVIDE INC | |||||||||||
| 47 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| PUBLIC HEALTH INSTITUTE | |||||||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| QUEENS LIBRARY FOUNDATION | |||||||||||
| 89-11 MERRICK BLVD | JAMAICA | NY | 11432 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| RABBI SACKS LEGACY GROUP | |||||||||||
| 1441 BROADWAY SUITE 6071 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| RED TENT FUND | |||||||||||
| 2020 PENNSYLVANIA AVE NW 264 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| REPAIR THE WORLD | |||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| RIVERDALE COUNTRY SCHOOL | |||||||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | NONE | PC | GENERAL OPERATING SUPPORT | $190,000 | ||||
| SEFARIA | |||||||||||
| 228 PARK AVENUE SOUTH SUITE 79262 | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $125,000 | ||||
| SHALEM FOUNDATION | |||||||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| SHMITAH FUND (SAVE A FARM FUND) | |||||||||||
| 4 CAMBERRA DRIVE SUFFERN | NEW YORK | NY | 10901 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| SHUL OF BAL HARBOUR | |||||||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| SINAI SCHOOLS | |||||||||||
| 240 FRISCH COURT SUITE 100 | PARAMUS | NJ | 07652 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| SIXPOINT | |||||||||||
| 4905 34TH STREET SOUTH SUITE 412 | SAINT PETERSBURG | FL | 33711 | NONE | PC | GENERAL OPERATING SUPPORT | $355,000 | ||||
| SPHERE INC | |||||||||||
| PO BOX 1136 | RIDGEFIELD | CT | 06877 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | |||||||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||||||
| 95 PINE ST FLOOR 6 | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $275,000 | ||||
| TABLET MAGAZINE | |||||||||||
| PO BOX 20079 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,270,000 | ||||
| TAMID ISRAEL INVESTMENT GROUP | |||||||||||
| 625 KENMOOR AVE SE STE 350 45052 | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| TEACH FOR AMERICA - NEW YORK | |||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||
| TIKVAH FUND | |||||||||||
| 165 EAST 56TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| TONY BLAIR FOUNDATION | |||||||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| TRIBE OF NOVA FOUNDATION | |||||||||||
| 500 COMMERCIAL STREET/SUITE 4R | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| UJA FEDERATION OF NEW YORK | |||||||||||
| 130 E 59TH STREET SUITE 929B | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $1,100,000 | ||||
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| UNIVERSITY OF CHICAGO CRIME LAB | |||||||||||
| 33 N LASALLE ST SUITE 1600 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| UPSTREAM USA | |||||||||||
| 2 OLIVER STREET SUITE 402 | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| WESTERN WALL HERITAGE FOUNDATION | |||||||||||
| 135 WEST 52ND STREET - 10D | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| YESHIVA UNIVERSITY | |||||||||||
| 500 WEST 185TH STREET BH 725 | NEW YORK | NY | 10033 | NONE | PC | GENERAL OPERATING SUPPORT | $650,000 | ||||
| YOUNG LIVES REDEEMED | |||||||||||
| 1105 E COMMONWEALTH AVE STE A2 | FULLERTON | CA | 92831 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,154,273 | 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 | $3,468,624 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,543,976 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,012,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,012,837 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,846 | Amt |
| Net Investment Income | $4,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,423 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 895,000 SHRS WACHOVIA MORTGAGE LOAN TRUST 2006 AMN1 CL A1 | $7,221 | $7,221 |
| 1,800,000 SHRS BEAR STEARNS ALT-A TRUST 2006-1 CL 21A2 | $79,769 | $79,769 |
| 1,100,000 SHR CITIGROUP MORTGAGE LOAN TRUST SER 07-6 CL 1A1A | $66,707 | $66,707 |
| 1,000,000 SHRS RESIDENTIAL ACCREDIT LOAN INC 2006 A1 | $49,222 | $49,222 |
| 490,000 SHRS MASTER ADJUSTABLE RATE MORTGAGE TR.SER 2007-R5 | $21,651 | $21,651 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 880 SHRS INTUIT INC | $553,080 | $553,080 |
| 4,465 SHRS MICROSOFT CORP | $1,881,998 | $1,881,998 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INV.IN ARES INSURANCE PARTNERS LP | AT COST | $40,832,682 | $40,832,682 |
| INV.IN THIRD POINT ULTRA LTD (30,529 SHRS) | AT COST | $77,826,548 | $77,826,548 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $68,429 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,429 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $2,274,615 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $7,604 | $7,604 | $0 |
| MEMBERSHIP REGISTRATION FEES | $11,093 | $0 | $11,093 |
| OTHER MISCELLANEOUS | $2,314 | $0 | $0 |
| INSURANCE | $3,191 | $0 | $3,191 |
| ENTERTAINMENT | $2,678 | $0 | $2,678 |
| MEALS | $1,350 | $0 | $1,350 |
| ARES INSURANCE PARTNERS - PORTFOLIO DEDUCTIONS | $127,690 | $127,690 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 12/31/24 | $0 | $0 | $0 |
| ARES INSURANCE PARTNERS | $237 | $237 | $237 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN OR LOSS | $16,549,881 |
| PAID IN CAPITAL | $1,354,312 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $299,024 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $299,024 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $59,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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