JAMES AND MERRYL TISCH FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JAMES AND MERRYL TISCH FOUNDATION INC (EIN 13-3693587)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202601329349101675
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T09:50:34-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020651438PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TFMG ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1712 FIFTH AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133693587EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES & MERRYL TISCHBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone2125212930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 FIFTH AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES S TISCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125212930PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMMANUEL ARTHURPreparerPersonNm
PTINP01859415PTIN
Phone2125212975PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,825,544FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,946,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,484InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,484InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$133,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,063DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$27,808OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,113,855TotalRevAndExpnssAmt
Total Net Invst Incm$139,547TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$29,333TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,525TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,333TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,391,241ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,391,241ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,420,574TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,525TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,391,241TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,306,719ExcessRevenueOverExpensesAmt
Net Investment Income$138,022NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$187,498SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$121,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$121,894SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$116CorporateStockBOYAmt
Corporate Stock EOY$1,437,892CorporateStockEOYAmt
Corporate Stock EOYFMV$43,703,650CorporateStockEOYFMVAmt
Other Assets BOY$1,875OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$189,489TotalAssetsBOYAmt
Total Assets EOY$1,559,786TotalAssetsEOYAmt
Total Assets EOYFMV$43,825,544TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$189,489CapitalStockBOYAmt
Capital Stock EOY$1,559,786CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$189,489TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,559,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$189,489TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,559,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$189,489TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,306,719ExcessRevenueOverExpensesAmt
Other Increases$30,185,683OtherIncreasesAmt
Subtotal$10,068,453SubtotalAmt
Other Decreases$8,508,667OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,559,786TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,919InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,919SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,919TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,808EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,808TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$25,889OverpaymentAmt
Applied To ES Tax$25,889AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARRY L BLOOMIndividualWithBooksNm
Phone2125212930PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1712 FIFTH AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES S TISCH
712 FIFTH AVENUE 12TH FLOORNEW YORKNY10019PRESIDENT, DIRECTOR0.00$0$0$0
MERRYL H TISCH
712 FIFTH AVENUE 12TH FLOORNEW YORKNY10019SNR. VICE PRESIDENT, DIREC0.00$0$0$0
ALAN H HIRSCHFELD
712 FIFTH AVENUE 12TH FLOORNEW YORKNY10019ASSISTANT SECRETARY0.00$0$0$0
BARRY L BLOOM
712 FIFTH AVENUE 12TH FLOORNEW YORKNY10019TREASURER0.00$0$0$0
BARBARA LAWRENCE
712 FIFTH AVENUE 12TH FLOORNEW YORKNY10019SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$50,367,241AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,675AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$721FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,531,637TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,531,637AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$757,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,773,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,488,683MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,488,683MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,919TaxBasedOnInvestmentIncomeAmt
Total Tax$1,919TotalTaxAmt
Distributable Before Adj$2,486,764DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,486,764DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,486,764DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,391,241ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,391,241QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,486,764DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,388,439ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,863,478ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,410,458ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,780,354ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,707,434ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$58,150,163TotalExcessDistributionCyovAmt
Qualifying Distributions$30,391,241QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,486,764AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,904,477RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$86,054,640TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,388,439ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$79,666,201ExcessDistriCyovToNextYrAmt
Excess From Year4$6,863,478ExcessFromYear4Amt
Excess From Year3$11,410,458ExcessFromYear3Amt
Excess From Year2$15,780,354ExcessFromYear2Amt
Excess From Year1$17,707,434ExcessFromYear1Amt
Excess From Current Year$27,904,477ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALFRED E SMITH MEMORIAL FOUNDATION
1011 1ST AVENEW YORKNY10022NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$50,000
CENTER FOR EDUCATIONAL INNOVATION
369 LEXINGTON AVENUE STE 313NEW YORKNY10017NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$2,500
NEW YORK UNIVERSITY
105 E 17TH ST - 4TH FLNEW YORKNY10003NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$7,500
JEWISH COMMUNAL FUND
575 MADISON AVENUE - SUITE 703NEW YORKNY10022NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$30,185,741
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$120,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STNEW YORKNY10165NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$5,500
NEW YORK PUBLIC LIBRARY
445 FIFTH AVE - 4TH FLNEW YORKNY10016NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$5,000
NEW YORK CITY POLICE FOUNDATION
555 FIFTH AVENUE - 15TH FLOORNEW YORKNY10017NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$5,000
UJA-FEDERATION OF NEW YORK
130 E 59TH STREETNEW YORKNY10022NONEPCTO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,391,241TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,484ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,063ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Related Or Exempt Function Incm$27,808RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$139,547ExclusionAmt
Related Or Exempt Function Incm$27,808RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,355TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementFEDERAL EXCISE TAX REFUND FROM PRIOR YEARRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILMA S TISCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1712 FIFTH AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,946,500TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100,000 SHARES OF LOEWS CORPORATION COMMON STOCKNoncashPropertyDesc
Fair Market Value$9,946,500FairMarketValueAmt
Received2025-11-04ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLOEWS CORPORATIONStockNm
EOY Book Value$1,437,892EOYBookValueAmt
EOYFMV$43,703,650EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$1,875BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT OF FMV TO TAX BASIS FOR STOCK RECEIVEDDesc
Amt$8,508,667Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$27,808RevenueAndExpensesPerBooksAmt
Adjusted Net Income$27,808AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF FAIR MARKET VALUE OVER BASIS OF STOCK CONTRIBUTEDDesc
Amt$30,185,683Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWILMA S TISCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 FIFTH AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$27,808$0$0
DELAWARE ANNUAL REPORT FEES$25$25$0
NYS FILING FEES$1,500$1,500$0

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