Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number

52-2251371
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number
52-2251371
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 1,963,080


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 966,345


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 5,305,696


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 533,984


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 364,697


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 1,429,626


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number
52-2251371
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 67,956


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 968,449


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 38,415,932


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 30,520


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 15,152,442


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 7,483,777


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number
52-2251371
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
13
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 160,367


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 1,051,762


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 507,967


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 16,557


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 21,004,320


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 2,994,879


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number
52-2251371
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
19
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 360,422


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 189,531


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 6,753,782


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
DANIEL S LOEB
15 CENTRAL PARK WEST PH39
 
NEW YORK, NY10023

$ 62,691


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number

52-2251371
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
16,359 SHRS OF GUARDANT HEALTH, INC. $ 1,963,080 2021-06-11
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
24,204 SHRS OF PAGERDUTY, INC. $ 966,345 2021-06-11
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
462,370 SHS OF CONTEXTLOGIC INC. $ 5,305,696 2021-06-18
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
880 SHS OF INTUIT INC. $ 533,984 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
5,307 SHS OF AFFIRM HOLDINGS INC. $ 364,697 2021-06-18
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
4,465 SHS OF MICROSOFT CORP $ 1,429,626 2021-12-20
Schedule B (Form 990) (2021)
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number

52-2251371
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
7
21,642 SHS OF CONTEXTLOGIC INC. $ 67,956 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
12,686 SHS OF ASANA INC. $ 968,449 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
716,528 SHS OF DELL TECHNOLOGIES INC. $ 38,415,932 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
206 SHS OF DOORDASH INC. $ 30,520 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
153,326 SHS OF ROBLOX CORP $ 15,152,442 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
12
32,216 SHS OF SPOTIFY TECHNOLOGY S.A. $ 7,483,777 2021-12-20
Schedule B (Form 990) (2021)
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number

52-2251371
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
13
1,184 SHS OF UNITY SOFTWARE INC. $ 160,367 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
14
27,740 SHS OF LYFT INC. $ 1,051,762 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
15
14,191 SHS OF PINTEREST INC. $ 507,967 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
16
107 SHS OF AIRBNB INC. $ 16,557 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
17
183,532 SHS OF VMWARE INC. $ 21,004,320 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
18
76,566 SHS OF UBER TECHNOLOGIES INC. $ 2,994,879 2021-12-20
Schedule B (Form 990) (2021)
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number

52-2251371
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
19
1,530 SHS OF COINBASE GLOBAL INC. $ 360,422 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
20
581 SHS OF META PLATFORMS INC. $ 189,531 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
21
98,545 SHS OF APOLLO GLOBAL MANAGEMENT INC. $ 6,753,782 2021-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
22
6,397 SHS OF WISE PLC $ 62,691 2021-12-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Employer identification number

52-2251371
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


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