STEVE TISCH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEVE TISCH FAMILY FOUNDATION (EIN 13-4037377)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202513039349101111
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2025-10-30T11:40:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020651438 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TFMG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134037377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEVE TISCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 2125212930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN E TISCH | PersonNm |
| Person Title | SOLE TRUSTEE | PersonTitleTxt |
| Phone | 2125212930 | PhoneNum |
| Signature | 2025-10-30 | 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 | EMMANUEL ARTHUR | PreparerPersonNm |
| PTIN | P01859415 | PTIN |
| Phone | 2125212975 | 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 | $322,460,845 | 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 | $3,808,090 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $330,275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $330,275 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,507,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,507,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,303,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,592,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,303,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $145,013 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,094,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,141,218 | 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 |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $284,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,986 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $521,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $521,152 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $916,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $561,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,354,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,354,663 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,270,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $561,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,464,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,176,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,580,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,811,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,653,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,653,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $146,856,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,579,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $217,373,631 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $69,816,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,495,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,433,564 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $225,485,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,728,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $322,460,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $225,485,746 | CapitalStockBOYAmt |
| Capital Stock EOY | $227,728,750 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $225,485,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,728,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $225,485,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,728,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $225,485,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,176,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,419,500 | OtherIncreasesAmt |
| Subtotal | $227,728,750 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $227,728,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| COOK & BYNUM EMERGING MKTS EX CHINA | P | $314,919 | $314,919 | $314,919 | |||
| GLOBAL MOAT FUND, LLC | P | $700,128 | $700,128 | $700,128 | |||
| GLOBAL MOAT FUND, LLC | P | $416,343 | $416,343 | $416,343 | |||
| 50,000 SHS OF WELLS FARGO & CO | P | $3,000,556 | $1,798,521 | $1,798,521 | 2020-11-09 | 2024-04-25 | $1,202,035 |
| 50,000 SHS OF WELLS FARGO & CO | P | $3,001,966 | $1,799,931 | $1,799,931 | 2020-11-09 | 2024-04-26 | $1,202,035 |
| 248 SHS OF MICROSOFT CORP | P | $94,689 | $32,795 | $32,795 | 2023-02-27 | 2024-01-10 | $61,894 |
| 590 SHS OF MICROSOFT CORP | P | $225,268 | $89,869 | $89,869 | 2024-01-10 | $135,399 | |
| 248 SHS OF LINDE PLC | P | $111,942 | $30,714 | $30,714 | 2024-04-11 | $81,228 | |
| 7,534 SHS OF KENVUE INC | P | $154,944 | $20,144 | $20,144 | 2024-05-15 | $134,800 | |
| 1,018 SHS OF MIDDLEBY CORP | P | $136,769 | -$1,808 | -$1,808 | 2024-05-16 | $138,577 | |
| 223 SHS OF ANALOG DEVICES INC | P | $50,277 | $24,470 | $24,470 | 2019-05-01 | 2024-10-03 | $25,807 |
| 964 SHS OF MIDDLEBY CORP | P | $131,037 | $9,670 | $9,670 | 2024-10-23 | $121,367 | |
| 1,089 SHS OF MIDDLEBY CORP | P | $141,369 | $21,090 | $21,090 | 2024-11-01 | $120,279 | |
| 900 SHS OF TJX COS INC | P | $109,547 | $43,517 | $43,517 | 2024-11-13 | $66,030 | |
| CAPITAL GAINS DIVIDENDS | P | $2,895 | $2,895 | $2,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,303,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,013 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $170,013 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,650 | OverpaymentAmt |
| Applied To ES Tax | $64,650 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARRY L BLOOM | IndividualWithBooksNm |
| Phone | 2125212930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN E TISCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE, PART TIME | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $227,711,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,540,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $72,404,850 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $306,656,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $306,656,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,599,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $302,056,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,102,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,102,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,363 | TotalTaxAmt |
| Distributable Before Adj | $14,997,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,997,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,997,475 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,464,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,464,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,997,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,926,248 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,793,213 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,676,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,470,528 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,804,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,671,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,464,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,464,663 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,532,812 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,532,812 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,138,836 | 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 | $8,393,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,745,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,793,213 | ExcessFromYear4Amt |
| Excess From Year3 | $8,676,761 | ExcessFromYear3Amt |
| Excess From Year2 | $4,470,528 | ExcessFromYear2Amt |
| Excess From Year1 | $9,804,898 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CINEMATHEQUE | ||||||||
| 6712 HOLLYWOOD BLVD | HOLLYWOOD | CA | 90028 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 | |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FOUNDATION | ||||||||
| 9663 SANTA MONICA BLVD NO 786 | BEVERLY HILLS | CA | 90210 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 W 44TH ST SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $125,000 | |
| CAMP DEL CORAZON | ||||||||
| 11615 HESBY STREET | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $333,334 | |
| EPILEPSY FOUNDATION OF LOS ANGELES | ||||||||
| 5777 W CENTURY BLVD STE 820 | LOS ANGELES | CA | 90045 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 | |
| GEFFEN PLAYHOUSE | ||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 | |
| HEALTHY ROOM PROJECT CORPORATION | ||||||||
| 1201 N CATALNA AVE UNIT 848 | REDONDO BEACH | CA | 90277 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 | |
| HUC - SKIRBALL CULTURAL CENTER | ||||||||
| 2701 NORTH SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 | |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA | ||||||||
| 85 BROAD STREET - 16TH FL | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE - SUITE 703 | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $9,477,163 | |
| LA COUNTY MUSEUM OF ART (MUSEUM ASSOCIATES) | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $2,100,000 | |
| LOS ANGELES CHAMBER ORCHESTRA SOCIETY | ||||||||
| 510 W 6TH STREET SUITE 1001 | LOS ANGELES | CA | 90014 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 633 W 5TH ST - SUITE 960 | LOS ANGELES | CA | 90071 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 | |
| NATIONAL BREAST CANCER COALITION FUND | ||||||||
| 2001 L STREET NW SUITE 500 PMB | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 | 50111 |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $75,000 | |
| TAKE THE FIELD INC | ||||||||
| PO BOX 490 | NORFOLK | CT | 060580490 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $16,666 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,354,663 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $330,275 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,507,745 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,303,198 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $145,013 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,141,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $145,013 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,286,231 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND FROM PRIOR YEAR | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SET 8 YEAR CLAT UART FIRST (B)(2)(I) OF JHT REV TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARRY L BLOOM 712 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,808,090 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 22,000 SHARES OF ALPHABET CLASS C STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,808,090 | FairMarketValueAmt |
| Received | 2024-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKE THE FIELD INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060580490 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-11-19 | GrantDt |
| Grant | $16,666 | GrantAmt |
| Purpose Of Grant | CHARITABLE AND/OR EDUCATIONAL PROJECT TO SUPPORT GRANT RECIPIENT'S CHARITABLE PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY. | PurposeOfGrantTxt |
| Expended By Grantee | $6,947 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | AUGUST 6, 2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-08-06 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARKETABLE SECURITIES | $149,986,122 | $215,780,595 |
| NON-MARKETABLE SECURITIES | $1,593,036 | $1,593,036 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BEL AIR INVESTMENT PORTFOLIO | AT COST | $12,266,027 | $24,261,173 |
| GLOBAL MOAT FUND, LP | AT COST | $7,400,401 | $9,102,442 |
| OHA CREDIT SOLUTIONS FUND, LP | AT COST | $5,805,623 | $5,170,900 |
| OHA TACTICAL INVESTMENT FUND (OFFSHORE) LP & AIV | AT COST | $14,682,772 | $16,327,466 |
| ASHE CAPITAL PARTNERS, LP | AT COST | $10,733,865 | $16,133,668 |
| STOCKBRIDGE FUND, LTD | AT COST | $15,000,000 | $22,063,913 |
| COOK & BYNUM EMERGING MKTS EX CHINA | AT COST | $5,607,254 | $7,374,002 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GLOBAL MOAT FUND, LP - PORTFOLIO DEDUCTIONS | $85,312 | $85,312 | $0 |
| ASHE CAPITAL PARTNERS, LP - PORTFOLIO DEDUCTIONS | $75,500 | $75,500 | $0 |
| BEL AIR - MANAGEMENT FEES | $239,031 | $239,031 | $0 |
| NORTHERN TRUST - PORTFOLIO DEDUCTIONS | $14,572 | $14,572 | $0 |
| COOK & BYNUM EMERGING MKTS EX CHINA - PORTFOLIO DEDUCTIONS | $92,388 | $92,388 | $0 |
| OHA TIF AIV, L.P. - PORTFOLIO DEDUCTIONS | $13,191 | $13,191 | $0 |
| NET SECTION 988 LOSS | $1,158 | $1,158 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SEC. 988 LOSS GLOBAL MOAT FUND, LP | -$785 | -$785 | -$785 |
| SEC. 988 LOSS (COOK & BYNUM EMERGING MKTS EX CHINA) | -$373 | -$373 | -$373 |
| RECLASS NET LOSS TO EXPENSE | $1,158 | $1,158 | $1,158 |
| FEDERAL EXCISE TAX REFUND | $145,013 | $145,013 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FAIR MARKET VALUE OVER BASIS OF STOCK CONTRIBUTED | Desc |
| Amt | $3,419,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS & ADVISORY SERVICES | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEES | $1,500 | $1,500 | $0 |
| FEDERAL EXCISE TAXES | $245,013 | $0 | $0 |
| GLOBAL MOAT FUND, LP - FOREIGN TAXES WITHHELD | $3,861 | $3,861 | $0 |
| COOK & BYNUM EMERGING MKTS EX CHINA - FOREIGN TAXES WITHHELD | $34,625 | $34,625 | $0 |
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