Instrumentl eFile Render
Object ID: 202213199349105881 - Rendered 2024-04-29
TIN: 52-2251371
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
01-01-2021
, and ending
12-31-2021
Name of foundation
THE MARGARET AND DANIEL LOEB FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
55 HUDSON YARDS 51ST FLOOR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10001
A Employer identification number
52-2251371
B
Telephone number (see instructions)
(212) 715-6763
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
214,338,922
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
105,784,780
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
910,192
910,192
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
5,610,598
b
Gross sales price for all assets on line 6a
50,342,383
7
Capital gain net income (from Part IV, line 2)
...
38,693,504
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
112,305,570
39,603,696
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
6,516
3,258
3,258
b
Accounting fees (attach schedule)
.......
36,957
18,478
18,478
c
Other professional fees (attach schedule)
....
251,192
0
251,192
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
100,630
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
7,843
0
7,843
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
3,141
0
3,141
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
406,279
21,736
283,912
25
Contributions, gifts, grants paid
.......
15,470,619
15,470,619
26
Total expenses and disbursements.
Add lines 24 and 25
15,876,898
21,736
15,754,531
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
96,428,672
b
Net investment income
(if negative, enter -0-)
39,581,960
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Form 990-PF (2021)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
13,464,728
41,399,507
41,399,507
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
19,042,511
83,217,608
92,159,353
c
Investments—corporate bonds (attach schedule)
.......
350,277
284,100
401,908
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
31,586,140
35,964,040
80,378,154
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
64,443,656
160,865,255
214,338,922
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
64,443,656
160,865,255
29
Total net assets or fund balances
(see instructions)
.....
64,443,656
160,865,255
30
Total liabilities and net assets/fund balances
(see instructions)
.
64,443,656
160,865,255
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
64,443,656
2
Enter amount from Part I, line 27a
.....................
2
96,428,672
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
160,872,328
5
Decreases not included in line 2 (itemize)
5
7,073
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
160,865,255
Form
990-PF
(2021)
Form 990-PF (2021)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
1820 SHS OF THIRD POINT ULTRA
D
2017-01-01
2021-03-01
b
1302 SHS OF THIRD POINT ULTRA
D
2017-01-01
2021-06-01
c
16,359 SHS OF GUARDANT HEALTH
2021-06-11
2021-06-16
d
24,204 SHS OF PAGERDUTY
2021-06-11
2021-06-16
e
462,370 SHS OF CONTEXTLOGIC
2021-06-11
2021-06-23
5,307 SHS OF AFFIRM HOLDING
2021-06-18
2021-06-23
107 SHS OF AIRBNB
2021-12-20
2021-12-27
98,545 SHS OF APOLLO GLOBAL MANAGEMENT INC
2021-12-20
2021-12-27
1530 SHS OF COINBASE GLOBAL INC
2021-12-20
2021-12-27
581 SHS OF META PLATFORMS INC
2021-12-20
2021-12-27
27,740 SHS OF LYFT INC
2021-12-20
2021-12-27
14,191 SHS OF PINTEREST INC.
2021-12-20
2021-12-27
76566 SHS OF UBER TECHNOLOGIES INC.
2021-12-20
2021-12-27
183,532 SHS OF VMWARE INC.
2021-12-20
2021-12-27
21,642 SHS OF CONTEXTLOGIC
2021-12-20
2021-12-28
6,397 SHS OF WISE PLC
2021-12-20
2021-12-31
RETURN OF CAPITAL
D
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,000,000
1,820,100
2,179,900
b
3,000,000
1,302,000
1,698,000
c
2,010,689
160,973
1,849,716
d
977,885
31,198
946,687
e
6,150,201
3,000,023
3,150,178
349,404
69,946
279,458
17,980
2,809
15,171
7,063,060
1,936,666
5,126,394
380,627
12,622
368,005
193,896
7,146
186,750
1,143,997
168,621
975,376
545,094
94,527
450,567
3,214,338
1,226,566
1,987,772
21,108,260
1,804,649
19,303,611
75,747
10,635
65,112
65,699
398
65,301
45,506
45,506
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
2,179,900
b
1,698,000
c
1,849,716
d
946,687
e
3,150,178
279,458
15,171
5,126,394
368,005
186,750
975,376
450,567
1,987,772
19,303,611
65,112
65,301
45,506
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
38,693,504
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2021)
Form 990-PF (2021)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
550,189
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
550,189
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
561,386
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
80,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
641,386
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
106
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
91,091
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
91,091
Refunded
11
0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2021)
Form 990-PF (2021)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
NICOLE NADAL
Telephone no.
(212) 715-6763
Located at
55 HUDSON YARDS 51ST FLOOR
NEW YORK
NY
ZIP+4
10001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
Yes
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2021?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2021 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2021.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021?
..
4b
No
Form
990-PF
(2021)
Form 990-PF (2021)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
DANIEL S LOEB
DIR/PRES.
2.00
0
0
0
55 HUDSON YARDS 51ST FLOOR
NEW YORK
,
NY
10001
CARTER POTTASH
DIRECTOR
0.50
0
0
0
55 HUDSON YARDS 51ST FLOOR
NEW YORK
,
NY
10001
MARGARET M LOEB
DIRECTOR
2.00
0
0
0
55 HUDSON YARDS 51ST FLOOR
NEW YORK
,
NY
10001
NICOLE NADAL
TREASURER
2.00
0
0
0
55 HUDSON YARDS 51ST FLOOR
NEW YORK
,
NY
10001
ELISSA DOYLE
SECRETARY
0.50
0
0
0
55 HUDSON YARDS 51ST FLOOR
NEW YORK
,
NY
10001
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2021)
Form 990-PF (2021)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
LPPE LLC
CONSULTING
251,192
55 HUDSON YARDS 51ST FLOOR
NEW YORK
,
NY
10001
Total
number of others receiving over $50,000 for professional services
.............
0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2021)
Form 990-PF (2021)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
26,809,274
b
Average of monthly cash balances
.......................
1b
12,146,963
c
Fair market value of all other assets (see instructions)
................
1c
80,378,154
d
Total
(add lines 1a, b, and c)
.........................
1d
119,334,391
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
119,334,391
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
1,790,016
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
117,544,375
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
5,877,219
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
5,877,219
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
550,189
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
550,189
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,327,030
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
5,327,030
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
5,327,030
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
15,754,531
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
4
15,754,531
Form
990-PF
(2021)
Form 990-PF (2021)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1
Distributable amount for 2021 from Part X, line 7
5,327,030
2
Undistributed income, if any, as of the end of 2021:
a
Enter amount for 2020 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2021:
a
From 2016
......
3,251,448
b
From 2017
......
1,710,166
c
From 2018
......
10,176,377
d
From 2019
......
15,303,356
e
From 2020
......
13,463,696
f
Total
of lines 3a through e
........
43,905,043
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
15,754,531
a
Applied to 2020, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2021 distributable amount
.....
5,327,030
e
Remaining amount distributed out of corpus
10,427,501
5
Excess distributions carryover applied to 2021.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
54,332,544
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2016 not
applied on line 5 or line 7 (see instructions)
...
3,251,448
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
51,081,096
10
Analysis of line 9:
a
Excess from 2017
....
1,710,166
b
Excess from 2018
....
10,176,377
c
Excess from 2019
....
15,303,356
d
Excess from 2020
....
13,463,696
e
Excess from 2021
....
10,427,501
Form
990-PF
(2021)
Form 990-PF (2021)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2021
(b)
2020
(c)
2019
(d)
2018
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DANIEL S LOEB
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2021)
Form 990-PF (2021)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
TAKING ACTION FOR GOOD
PO BOX 16834
MEMPHIS
,
TN
38186
NONE
EXEMPT
CHARITABLE
25,000
TIKVAH FUND
165 EAST 56TH STREET 4TH FLOOR
NEW YORK
,
NY
10022
NONE
EXEMPT
CHARITABLE
5,000
TRAVELLING PRESS FUND INC
740 4TH STREET SUITE 239
ST PETERSBURG
,
FL
33701
NONE
EXEMPT
CHARITABLE
100,000
A WIDER BRIDGE
2912 DIAMOND STREET SUITE 348
SAN FRANCISCO
,
CA
94131
NONE
EXEMPT
CHARITABLE
25,000
AFSNC
40 WEST 57TH STREET 26TH FL
NEW YORK
,
NY
10019
NONE
EXEMPT
CHARITABLE
1,250,000
AHA FOUNDATION
130 SEVENTH AVENUE SUITE 236
NEW YORK
,
NY
10011
NONE
EXEMPT
CHARITABLE
50,000
ALEPH INSTITUTE
9540 COLLINS AVENUE
SURFSIDE
,
FL
33154
NONE
EXEMPT
CHARITABLE
180,000
ALEXANDER HAMILTON SOCIETY
1701 RHODE ISLAND AVE NW
WASHINGTON
,
DC
20036
NONE
EXEMPT
CHARITABLE
50,000
ALVIN AILEY DANCE FOUNDATION
405 WEST 55TH STREET
NEW YORK
,
NY
10102
NONE
EXEMPT
CHARITABLE
15,000
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904
NEW YORK
,
NY
10019
NONE
EXEMPT
CHARITABLE
50,000
AMERICAN ENTERPRISE INSTITUTE
1150 SEVENTEENTH STREET NW
WASHINGTON
,
DC
20036
NONE
EXEMPT
CHARITABLE
100,000
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
1020 19TH STREET NWSUITE 675
WASHINGTON
,
DC
20036
NONE
EXEMPT
CHARITABLE
50,000
AMERICAN FRIENDS OF ISRAEL NAVY SEALS
PO BOX 20080
NEW YORK
,
NY
10001
NONE
EXEMPT
CHARITABLE
40,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
1266 WEST PACES FERRY RD STE 615
ATLANTA
,
GA
30327
NONE
EXEMPT
CHARITABLE
50,000
ANIMAL RESCUE FUND OF THE HAMPTONS
PO BOX 901
WAINSCOTT
,
NY
11975
NONE
EXEMPT
CHARITABLE
1,000
ANTI-DEFAMATION LEAGUE
10495 SANTA MONICA BOULEVARD
LOS ANGELES
,
CA
90025
NONE
EXEMPT
CHARITABLE
500,000
ANTI-RECIDIVISM COALITION
448 S HILL STREET SUITE 908
LOS ANGELES
,
CA
90013
NONE
EXEMPT
CHARITABLE
150,000
APEX FOR YOUTH
120 WALKER ST 5TH FLOOR
NEW YORK
,
NY
10013
NONE
EXEMPT
CHARITABLE
10,000
ARS NOVA
511 WEST 54TH STREET
NEW YORK
,
NY
10019
NONE
EXEMPT
CHARITABLE
7,500
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH STREET
ASPEN
,
CO
81611
NONE
EXEMPT
CHARITABLE
10,000
ASPEN MUSIC FESTIVAL AND SCHOOL
225 MUSIC SCHOOL ROAD
ASPEN
,
CO
81611
NONE
EXEMPT
CHARITABLE
1,000
AVENUES FOR JUSTICE
100 CENTRE ST ST 1541
NEW YORK
,
NY
10013
NONE
EXEMPT
CHARITABLE
10,000
BABY2BABY
6435 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90048
NONE
EXEMPT
CHARITABLE
5,000
BBYO INTERNATIONAL
800 EIGHT ST NW
WASHINGTON
,
DC
20001
NONE
EXEMPT
CHARITABLE
25,000
BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOOR
NEW YORK
,
NY
10016
NONE
EXEMPT
CHARITABLE
60,000
BOYS' CLUB OF NEW YORK
CHURCH STREET STATION PO BOX 3302
NEW YORK
,
NY
100083302
NONE
EXEMPT
CHARITABLE
1,500
BRENNAN CENTER FOR JUSTICE
161 AVENUE OF THE AMERICAS 12 FLOOR
NEW YORK
,
NY
10013
NONE
EXEMPT
CHARITABLE
100,000
BROOKLYN MUSEUM
200 EASTERN PARKWAY
BROOKLYN
,
NY
11238
NONE
EXEMPT
CHARITABLE
10,000
BROWN HILLEL FOUNDATION
80 BROWN STREET
PROVIDENCE
,
RI
02906
NONE
EXEMPT
CHARITABLE
5,000
BROWN UNIVERSITY
BOX 1893
PROVIDENCE
,
RI
02912
NONE
EXEMPT
CHARITABLE
1,100,000
CCOF FOUNDATION
2155 DELAWARE AVE SUITE 150
SANTA CRUZ
,
CA
95060
NONE
EXEMPT
CHARITABLE
25,000
CENTER FOR JEWISH HISTORY
15 WEST 16TH STREET
NEW YORK
,
NY
10011
NONE
EXEMPT
CHARITABLE
10,000
CHABAD HOUSE BOWERY
353 BOWERY
NEW YORK
,
NY
10003
NONE
EXEMPT
CHARITABLE
10,000
CHABAD OF BATTERY PARK CITY
365 SOUTH END AVENUE 6F
NEW YORK
,
NY
10280
NONE
EXEMPT
CHARITABLE
5,000
CHABAD OF MIDTOWN MANHATTAN
509 FIFTH AVENUE
NEW YORK
,
NY
10017
NONE
EXEMPT
CHARITABLE
5,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREET
SAN DIEGO
,
CA
92121
NONE
EXEMPT
CHARITABLE
50,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN
ALEXANDRIA
,
VA
22314
NONE
EXEMPT
CHARITABLE
5,000
CHILDREN'S MUSEUM OF MANHATTAN
THE TISCH BUILDING 212 W 83RD ST
NEW YORK
,
NY
10024
NONE
EXEMPT
CHARITABLE
5,000
COALITION FOR PUBLIC SAFETY
444 N CAPITOL STREET NW SUITE 200
WASHINGTON
,
DC
20001
NONE
EXEMPT
CHARITABLE
500,000
COLEL CHABAD
806 EASTERN PARKWAY
BROOKLYN
,
NY
11213
NONE
EXEMPT
CHARITABLE
5,000
COLUMBIABARNARD HILLEL
606 W 115TH STREET
NEW YORK
,
NY
10025
NONE
EXEMPT
CHARITABLE
50,000
COUNCIL ON CRIMINAL JUSTICE
560 LEXINGTON AVENUE SUITE 16B
NEW YORK
,
NY
10022
NONE
EXEMPT
CHARITABLE
50,000
CRIMINAL JUSTICE REFORM FOUNDATION
225 WASHINGTON STREET
CONSHOHOCKEN
,
PA
19248
NONE
EXEMPT
CHARITABLE
500,000
DOROT
171 W 85TH ST
NEW YORK
,
NY
10024
NONE
EXEMPT
CHARITABLE
10,000
DR LORNA BREEN HEROES FOUNDATION
1867 WINSTON RD
CHARLOTTESVILLE
,
VA
22903
NONE
EXEMPT
CHARITABLE
5,000
DREAM CORPS
436 14TH STREET SUITE 920
OAKLAND
,
CA
94612
NONE
EXEMPT
CHARITABLE
400,000
ENRICHMENT FWD
6 GREG SIKORSKY DRIVE
MONSEY
,
NY
10952
NONE
EXEMPT
CHARITABLE
250,000
EQUALITY NOW
250 WEST 57TH STREET SUITE 1720
NEW YORK
,
NY
10107
NONE
EXEMPT
CHARITABLE
5,000
FACING HISTORY & OURSELVES
16 HURD ROAD
BROOKLINE
,
MA
02445
NONE
EXEMPT
CHARITABLE
50,000
FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION
1100 H STREET NW SUITE 1000
WASHINGTON
,
DC
20005
NONE
EXEMPT
CHARITABLE
300,000
FORTUNE SOCIETY
29-76 NORTHERN BOULEVARD
LOMG ISLAND CITY
,
NY
11101
NONE
EXEMPT
CHARITABLE
25,000
FOUNDATION FOR EXCELLENCE IN EDUCATION
PO BOX 10691
TALLAHASSEE
,
FL
32302
NONE
EXEMPT
CHARITABLE
50,000
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224
NEW YORK
,
NY
10163
NONE
EXEMPT
CHARITABLE
40,000
GATEWAYS ORGANIZATION
11 WALLENBERG CIRCLE
MONSEY
,
NY
10952
NONE
EXEMPT
CHARITABLE
10,000
GETTING OUT STAYING OUT
75 EAST 116TH STREET
NEW YORK
,
NY
10029
NONE
EXEMPT
CHARITABLE
10,000
GOOD EATS FOR LIFE
181 EAST 90TH ST
NEW YORK
,
NY
10128
NONE
EXEMPT
CHARITABLE
5,000
GOOD FOUNDATION (AKA BABY BUGGY)
306 WEST 37TH STREET 8TH FLOOR
NEW YORK
,
NY
10018
NONE
EXEMPT
CHARITABLE
25,000
GRAHAM WINDHAM
1 PIERREPONT PLAZA SUITE 901
BROOKLYN
,
NY
11201
NONE
EXEMPT
CHARITABLE
10,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARD
MIAMI
,
FL
33137
NONE
EXEMPT
CHARITABLE
16,000
GUITARS OVER GUNS
169 EAST FLAGLER STREET SUITE 1134
MIAMI
,
FL
33131
NONE
EXEMPT
CHARITABLE
25,000
HAMPTON LIFEGUARD ASSOCIATION
7 MEADOW LANE
EAST HAMPTON
,
NY
11937
NONE
EXEMPT
CHARITABLE
1,000
HARLEM CHILDREN'S ZONE
162 WEST 56TH STREET SUITE 405
NEW YORK
,
NY
10019
NONE
EXEMPT
CHARITABLE
25,000
HETERODOX ACADEMY
82 NASSAU STREET 646
NEW YORK
,
NY
10038
NONE
EXEMPT
CHARITABLE
100,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGTH STREET NW
WASHINGTON
,
DC
20001
NONE
EXEMPT
CHARITABLE
100,000
HISPANIC FEDERATION
55 EXCHANGE PLACE 5TH FLOOR
NEW YORK
,
NY
10005
NONE
EXEMPT
CHARITABLE
150,000
HUMAN RIGHTS FOUNDATION
350 FIFTH AVENUE SUITE 4202
NEW YORK
,
NY
10118
NONE
EXEMPT
CHARITABLE
50,000
IMENTOR
199 WATER STREET 8TH FLOOR
NEW YORK
,
NY
10038
NONE
EXEMPT
CHARITABLE
25,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE 14TH FLOOR
NEW YORK
,
NY
10022
NONE
EXEMPT
CHARITABLE
5,000
INNOCENCE PROJECT
40 WORTH STREET
NEW YORK
,
NY
10013
NONE
EXEMPT
CHARITABLE
50,000
INSTITUTE FOR STUDY OF WAR
1400 16TH ST NW STE 515
WASHINGTON
,
DC
20036
NONE
EXEMPT
CHARITABLE
50,000
ISRAEL ON CAMPUS COALITION
PO BOX 34640
WASHINGTON
,
DC
20043
NONE
EXEMPT
CHARITABLE
100,000
JERUSALEM PEACEBUILDERS
3300 CHIMNEY ROCK SUITE 301
HOUSTON
,
TX
77056
NONE
EXEMPT
CHARITABLE
5,000
JEWBELONG
PO BOX 3013
MONTCLAIR
,
NJ
07043
NONE
EXEMPT
CHARITABLE
25,000
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700
NEW YORK
,
NY
10004
NONE
EXEMPT
CHARITABLE
100,000
JEWISH FUNDERS NETWORK
150 W 30TH STREET
NEW YORK
,
NY
10001
NONE
EXEMPT
CHARITABLE
15,000
JEWISH INSTITUTE FOR NATIONAL SECURITY OF
1101 14TH STREET NW SUITE 1030
WASHINGTON
,
DC
20005
NONE
EXEMPT
CHARITABLE
50,000
JEWISH MUSEUM
1109 FIFTH AVENUE
NEW YORK
,
NY
10128
NONE
EXEMPT
CHARITABLE
10,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVE
NEW YORK
,
NY
10017
NONE
EXEMPT
CHARITABLE
225,000
MICHAEL J FOX FOUNDATION
PO BOX 4777
NEW YORK
,
NY
10163
NONE
EXEMPT
CHARITABLE
50,000
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVE
NEW YORK
,
NY
10029
NONE
EXEMPT
CHARITABLE
5,000
NAACP
4805 MT HOPE DRIVE
BALTIMORE
,
MD
21215
NONE
EXEMPT
CHARITABLE
350,000
NACDL FOUNDATION FOR CRIMINAL JUSTICE
1660 L STREET NW 12TH FLOOR
WASHINGTON
,
DC
20036
NONE
EXEMPT
CHARITABLE
350,000
NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS
1425 K STREET NW SUITE 900
WASHINGTON
,
DC
20005
NONE
EXEMPT
CHARITABLE
50,000
NATIONAL BLACK EMPOWERMENT COUNCIL
616 CONCORD LAKE CIRCLE SE
SMYRNA
,
GA
30082
NONE
EXEMPT
CHARITABLE
150,619
NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
470 PARK AVE SOUTH 7TH FLOOR
NEW YORK
,
NY
10016
NONE
EXEMPT
CHARITABLE
50,000
NATIONAL URBAN LEAGUE
80 PINE STREET 9TH FLOOR
NEW YORK
,
NY
10005
NONE
EXEMPT
CHARITABLE
100,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON
,
VA
22203
NONE
EXEMPT
CHARITABLE
2,000
NEW MUSEUM
235 BOWERY
NEW YORK
,
NY
10002
NONE
EXEMPT
CHARITABLE
10,000
NEW YORK CITY POLICE FOUNDATION INC
555 5TH AVE
NEW YORK
,
NY
10017
NONE
EXEMPT
CHARITABLE
25,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WEST
NEW YORK
,
NY
10024
NONE
EXEMPT
CHARITABLE
10,000
NEW YORK UNIVERSITY
PO BOX 6706
HAGERSTOWN
,
MD
21741
NONE
EXEMPT
CHARITABLE
10,000
NISKANEN CENTER
820 1ST STREET NE SUITE 675
WASHINGTON
,
DC
20002
NONE
EXEMPT
CHARITABLE
50,000
NYCAN CO 50CAN
1625 K STREET NW SUITE 400
WASHINGTON
,
DC
20006
NONE
EXEMPT
CHARITABLE
80,000
PARTNERSHIP SCHOOLS
1011 1ST AVE
NEW YORK
,
NY
10022
NONE
EXEMPT
CHARITABLE
25,000
PASSAGES AMERICA ISRAEL
2185 S MAIN STREET
NAPERVILLE
,
IL
60540
NONE
EXEMPT
CHARITABLE
425,000
PEN AMERICA
162 WEST 56TH STREET SUITE 405
NEW YORK
,
NY
10019
NONE
EXEMPT
CHARITABLE
75,000
PEOPLE CONCERN
2116 ARLINGTON AVE SUITE 100
LOS ANGELES
,
CA
90018
NONE
EXEMPT
CHARITABLE
5,000
PHYSICIANS FOR REPRODUCTIVE HEALTH
1430 BROADWAY SUITE 1614
NEW YORK
,
NY
10018
NONE
EXEMPT
CHARITABLE
10,000
PLANNED PARENTHOOD HUDSON PECONIC
4 SKYLINE DRIVE SUITE 7
HAWTHORNE
,
NY
10532
NONE
EXEMPT
CHARITABLE
2,500
PREP FOR PREP
328 WEST 71ST STREET
NEW YORK
,
NY
10023
NONE
EXEMPT
CHARITABLE
600,000
PUBLIC THEATER
425 LAFAYETTE STREET
NEW YORK
,
NY
10003
NONE
EXEMPT
CHARITABLE
25,000
QUEENS LIBRARY FOUNDATION
89-11 MERRICK BLVD
JAMAICA
,
NY
11432
NONE
EXEMPT
CHARITABLE
50,000
R STREET INSTITUTE
1212 NEW YORK AVE NW SUITE 900
WASHINGTON
,
DC
20005
NONE
EXEMPT
CHARITABLE
50,000
REPAIR THE WORLD
1460 BROADWAY
NEW YORK
,
NY
10036
NONE
EXEMPT
CHARITABLE
25,000
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON RD
BRONX
,
NY
10471
NONE
EXEMPT
CHARITABLE
100,000
SHALEM FOUNDATION
845 THIRD AVENUE 6TH FLOOR
NEW YORK
,
NY
10022
NONE
EXEMPT
CHARITABLE
50,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450
NEW YORK
,
NY
10115
NONE
EXEMPT
CHARITABLE
150,000
SHEFA SCHOOL
40 E 29TH STREET
NEW YORK
,
NY
10016
NONE
EXEMPT
CHARITABLE
1,500
SINAI SCHOOLS
240 FRISCH COURT SUITE 100
PARAMUS
,
NJ
07652
NONE
EXEMPT
CHARITABLE
100,000
SOLOMON R GUGGENHEIM MUSEUM
1071 FIFTH AVENUE
NEW YORK
,
NY
10128
NONE
EXEMPT
CHARITABLE
10,000
SPHERE INC
PO BOX 1136
RIDGEFIELD
,
CT
06877
NONE
EXEMPT
CHARITABLE
5,000
STUDIO MUSEUM IN HARLEM
144 WEST 125TH STREET
NEW YORK
,
NY
10027
NONE
EXEMPT
CHARITABLE
10,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STREET 6TH FLOOR
NEW YORK
,
NY
10005
NONE
EXEMPT
CHARITABLE
4,250,000
SURFRIDER FOUNDATION
PO BOX 6010
SAN CLEMENTE
,
CA
92674
NONE
EXEMPT
CHARITABLE
5,000
TEACH FOR AMERICA - NEW YORK
25 BROADWAY 12TH FLOOR
NEW YORK
,
NY
10004
NONE
EXEMPT
CHARITABLE
25,000
THORN
200 PARK AVENUE SOUTH 8TH FLOOR
NEW YORK
,
NY
10003
NONE
EXEMPT
CHARITABLE
50,000
TONY BLAIR FOUNDATION
237 W 35TH STREET SUITE 1101
NEW YORK
,
NY
10001
NONE
EXEMPT
CHARITABLE
100,000
UJA FEDERATION OF NEW YORK
130 E 59TH STREET SUITE 929B
NEW YORK
,
NY
10022
NONE
EXEMPT
CHARITABLE
420,000
UNITED STATES SKI & SNOWBOARD FOUNDATION
PO BOX 100 VICTORY LANE
PARK CITY
,
UT
84060
NONE
EXEMPT
CHARITABLE
5,000
WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH STREET NW SUITE 500
WASHINGTON
,
DC
20036
NONE
EXEMPT
CHARITABLE
25,000
YOUNG LIVES REDEEMED
1105 E COMMONWEALTH AVE SUITE A-2
FULLERTON
,
CA
92831
NONE
EXEMPT
CHARITABLE
25,000
UNION OF ORTHODOX JEWISH
11 BROADWAY 14TH FLOOR
NEW YORK
,
NY
10004
NONE
EXEMPT
CHARITABLE
1,000
ZIONESS MOVEMENT INC
244 FIFTH AVE SUITE A205
NEW YORK
,
NY
10001
NONE
EXEMPT
CHARITABLE
25,000
Total
.................................
3a
15,470,619
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2021)
Form 990-PF (2021)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
14
910,192
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
5,610,598
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
6,520,790
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
6,520,790
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2021)
Form 990-PF (2021)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2021)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description