TY 2021 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(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

(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)	(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

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

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 tax91,091	Refunded	11	0

(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,NY10001
CARTER POTTASH	DIRECTOR 0.50	0	0	0
55 HUDSON YARDS 51ST FLOOR NEW YORK,NY10001
MARGARET M LOEB	DIRECTOR 2.00	0	0	0
55 HUDSON YARDS 51ST FLOOR NEW YORK,NY10001
NICOLE NADAL	TREASURER 2.00	0	0	0
55 HUDSON YARDS 51ST FLOOR NEW YORK,NY10001
ELISSA DOYLE	SECRETARY 0.50	0	0	0
55 HUDSON YARDS 51ST FLOOR NEW YORK,NY10001

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TAKING ACTION FOR GOOD PO BOX 16834 MEMPHIS,TN38186	NONE	EXEMPT	CHARITABLE	25,000
TIKVAH FUND 165 EAST 56TH STREET 4TH FLOOR NEW YORK,NY10022	NONE	EXEMPT	CHARITABLE	5,000
TRAVELLING PRESS FUND INC 740 4TH STREET SUITE 239 ST PETERSBURG,FL33701	NONE	EXEMPT	CHARITABLE	100,000
A WIDER BRIDGE 2912 DIAMOND STREET SUITE 348 SAN FRANCISCO,CA94131	NONE	EXEMPT	CHARITABLE	25,000
AFSNC 40 WEST 57TH STREET 26TH FL NEW YORK,NY10019	NONE	EXEMPT	CHARITABLE	1,250,000
AHA FOUNDATION 130 SEVENTH AVENUE SUITE 236 NEW YORK,NY10011	NONE	EXEMPT	CHARITABLE	50,000
ALEPH INSTITUTE 9540 COLLINS AVENUE SURFSIDE,FL33154	NONE	EXEMPT	CHARITABLE	180,000
ALEXANDER HAMILTON SOCIETY 1701 RHODE ISLAND AVE NW WASHINGTON,DC20036	NONE	EXEMPT	CHARITABLE	50,000
ALVIN AILEY DANCE FOUNDATION 405 WEST 55TH STREET NEW YORK,NY10102	NONE	EXEMPT	CHARITABLE	15,000
ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK,NY10019	NONE	EXEMPT	CHARITABLE	50,000
AMERICAN ENTERPRISE INSTITUTE 1150 SEVENTEENTH STREET NW WASHINGTON,DC20036	NONE	EXEMPT	CHARITABLE	100,000
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND 1020 19TH STREET NWSUITE 675 WASHINGTON,DC20036	NONE	EXEMPT	CHARITABLE	50,000
AMERICAN FRIENDS OF ISRAEL NAVY SEALS PO BOX 20080 NEW YORK,NY10001	NONE	EXEMPT	CHARITABLE	40,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE 1266 WEST PACES FERRY RD STE 615 ATLANTA,GA30327	NONE	EXEMPT	CHARITABLE	50,000
ANIMAL RESCUE FUND OF THE HAMPTONS PO BOX 901 WAINSCOTT,NY11975	NONE	EXEMPT	CHARITABLE	1,000
ANTI-DEFAMATION LEAGUE 10495 SANTA MONICA BOULEVARD LOS ANGELES,CA90025	NONE	EXEMPT	CHARITABLE	500,000
ANTI-RECIDIVISM COALITION 448 S HILL STREET SUITE 908 LOS ANGELES,CA90013	NONE	EXEMPT	CHARITABLE	150,000
APEX FOR YOUTH 120 WALKER ST 5TH FLOOR NEW YORK,NY10013	NONE	EXEMPT	CHARITABLE	10,000
ARS NOVA 511 WEST 54TH STREET NEW YORK,NY10019	NONE	EXEMPT	CHARITABLE	7,500
ASPEN CENTER FOR ENVIRONMENTAL STUDIES 100 PUPPY SMITH STREET ASPEN,CO81611	NONE	EXEMPT	CHARITABLE	10,000
ASPEN MUSIC FESTIVAL AND SCHOOL 225 MUSIC SCHOOL ROAD ASPEN,CO81611	NONE	EXEMPT	CHARITABLE	1,000
AVENUES FOR JUSTICE 100 CENTRE ST ST 1541 NEW YORK,NY10013	NONE	EXEMPT	CHARITABLE	10,000
BABY2BABY 6435 WILSHIRE BOULEVARD LOS ANGELES,CA90048	NONE	EXEMPT	CHARITABLE	5,000
BBYO INTERNATIONAL 800 EIGHT ST NW WASHINGTON,DC20001	NONE	EXEMPT	CHARITABLE	25,000
BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK,NY10016	NONE	EXEMPT	CHARITABLE	60,000
BOYS' CLUB OF NEW YORK CHURCH STREET STATION PO BOX 3302 NEW YORK,NY100083302	NONE	EXEMPT	CHARITABLE	1,500
BRENNAN CENTER FOR JUSTICE 161 AVENUE OF THE AMERICAS 12 FLOOR NEW YORK,NY10013	NONE	EXEMPT	CHARITABLE	100,000
BROOKLYN MUSEUM 200 EASTERN PARKWAY BROOKLYN,NY11238	NONE	EXEMPT	CHARITABLE	10,000
BROWN HILLEL FOUNDATION 80 BROWN STREET PROVIDENCE,RI02906	NONE	EXEMPT	CHARITABLE	5,000
BROWN UNIVERSITY BOX 1893 PROVIDENCE,RI02912	NONE	EXEMPT	CHARITABLE	1,100,000
CCOF FOUNDATION 2155 DELAWARE AVE SUITE 150 SANTA CRUZ,CA95060	NONE	EXEMPT	CHARITABLE	25,000
CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK,NY10011	NONE	EXEMPT	CHARITABLE	10,000
CHABAD HOUSE BOWERY 353 BOWERY NEW YORK,NY10003	NONE	EXEMPT	CHARITABLE	10,000
CHABAD OF BATTERY PARK CITY 365 SOUTH END AVENUE 6F NEW YORK,NY10280	NONE	EXEMPT	CHARITABLE	5,000
CHABAD OF MIDTOWN MANHATTAN 509 FIFTH AVENUE NEW YORK,NY10017	NONE	EXEMPT	CHARITABLE	5,000
CHALLENGED ATHLETES FOUNDATION 9591 WAPLES STREET SAN DIEGO,CA92121	NONE	EXEMPT	CHARITABLE	50,000
CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LN ALEXANDRIA,VA22314	NONE	EXEMPT	CHARITABLE	5,000
CHILDREN'S MUSEUM OF MANHATTAN THE TISCH BUILDING 212 W 83RD ST NEW YORK,NY10024	NONE	EXEMPT	CHARITABLE	5,000
COALITION FOR PUBLIC SAFETY 444 N CAPITOL STREET NW SUITE 200 WASHINGTON,DC20001	NONE	EXEMPT	CHARITABLE	500,000
COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN,NY11213	NONE	EXEMPT	CHARITABLE	5,000
COLUMBIABARNARD HILLEL 606 W 115TH STREET NEW YORK,NY10025	NONE	EXEMPT	CHARITABLE	50,000
COUNCIL ON CRIMINAL JUSTICE 560 LEXINGTON AVENUE SUITE 16B NEW YORK,NY10022	NONE	EXEMPT	CHARITABLE	50,000
CRIMINAL JUSTICE REFORM FOUNDATION 225 WASHINGTON STREET CONSHOHOCKEN,PA19248	NONE	EXEMPT	CHARITABLE	500,000
DOROT 171 W 85TH ST NEW YORK,NY10024	NONE	EXEMPT	CHARITABLE	10,000
DR LORNA BREEN HEROES FOUNDATION 1867 WINSTON RD CHARLOTTESVILLE,VA22903	NONE	EXEMPT	CHARITABLE	5,000
DREAM CORPS 436 14TH STREET SUITE 920 OAKLAND,CA94612	NONE	EXEMPT	CHARITABLE	400,000
ENRICHMENT FWD 6 GREG SIKORSKY DRIVE MONSEY,NY10952	NONE	EXEMPT	CHARITABLE	250,000
EQUALITY NOW 250 WEST 57TH STREET SUITE 1720 NEW YORK,NY10107	NONE	EXEMPT	CHARITABLE	5,000
FACING HISTORY & OURSELVES 16 HURD ROAD BROOKLINE,MA02445	NONE	EXEMPT	CHARITABLE	50,000
FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION 1100 H STREET NW SUITE 1000 WASHINGTON,DC20005	NONE	EXEMPT	CHARITABLE	300,000
FORTUNE SOCIETY 29-76 NORTHERN BOULEVARD LOMG ISLAND CITY,NY11101	NONE	EXEMPT	CHARITABLE	25,000
FOUNDATION FOR EXCELLENCE IN EDUCATION PO BOX 10691 TALLAHASSEE,FL32302	NONE	EXEMPT	CHARITABLE	50,000
FRIENDS OF ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK,NY10163	NONE	EXEMPT	CHARITABLE	40,000
GATEWAYS ORGANIZATION 11 WALLENBERG CIRCLE MONSEY,NY10952	NONE	EXEMPT	CHARITABLE	10,000
GETTING OUT STAYING OUT 75 EAST 116TH STREET NEW YORK,NY10029	NONE	EXEMPT	CHARITABLE	10,000
GOOD EATS FOR LIFE 181 EAST 90TH ST NEW YORK,NY10128	NONE	EXEMPT	CHARITABLE	5,000
GOOD FOUNDATION (AKA BABY BUGGY) 306 WEST 37TH STREET 8TH FLOOR NEW YORK,NY10018	NONE	EXEMPT	CHARITABLE	25,000
GRAHAM WINDHAM 1 PIERREPONT PLAZA SUITE 901 BROOKLYN,NY11201	NONE	EXEMPT	CHARITABLE	10,000
GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULEVARD MIAMI,FL33137	NONE	EXEMPT	CHARITABLE	16,000
GUITARS OVER GUNS 169 EAST FLAGLER STREET SUITE 1134 MIAMI,FL33131	NONE	EXEMPT	CHARITABLE	25,000
HAMPTON LIFEGUARD ASSOCIATION 7 MEADOW LANE EAST HAMPTON,NY11937	NONE	EXEMPT	CHARITABLE	1,000
HARLEM CHILDREN'S ZONE 162 WEST 56TH STREET SUITE 405 NEW YORK,NY10019	NONE	EXEMPT	CHARITABLE	25,000
HETERODOX ACADEMY 82 NASSAU STREET 646 NEW YORK,NY10038	NONE	EXEMPT	CHARITABLE	100,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGTH STREET NW WASHINGTON,DC20001	NONE	EXEMPT	CHARITABLE	100,000
HISPANIC FEDERATION 55 EXCHANGE PLACE 5TH FLOOR NEW YORK,NY10005	NONE	EXEMPT	CHARITABLE	150,000
HUMAN RIGHTS FOUNDATION 350 FIFTH AVENUE SUITE 4202 NEW YORK,NY10118	NONE	EXEMPT	CHARITABLE	50,000
IMENTOR 199 WATER STREET 8TH FLOOR NEW YORK,NY10038	NONE	EXEMPT	CHARITABLE	25,000
INNER-CITY SCHOLARSHIP FUND 1011 FIRST AVENUE 14TH FLOOR NEW YORK,NY10022	NONE	EXEMPT	CHARITABLE	5,000
INNOCENCE PROJECT 40 WORTH STREET NEW YORK,NY10013	NONE	EXEMPT	CHARITABLE	50,000
INSTITUTE FOR STUDY OF WAR 1400 16TH ST NW STE 515 WASHINGTON,DC20036	NONE	EXEMPT	CHARITABLE	50,000
ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON,DC20043	NONE	EXEMPT	CHARITABLE	100,000
JERUSALEM PEACEBUILDERS 3300 CHIMNEY ROCK SUITE 301 HOUSTON,TX77056	NONE	EXEMPT	CHARITABLE	5,000
JEWBELONG PO BOX 3013 MONTCLAIR,NJ07043	NONE	EXEMPT	CHARITABLE	25,000
JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK,NY10004	NONE	EXEMPT	CHARITABLE	100,000
JEWISH FUNDERS NETWORK 150 W 30TH STREET NEW YORK,NY10001	NONE	EXEMPT	CHARITABLE	15,000
JEWISH INSTITUTE FOR NATIONAL SECURITY OF 1101 14TH STREET NW SUITE 1030 WASHINGTON,DC20005	NONE	EXEMPT	CHARITABLE	50,000
JEWISH MUSEUM 1109 FIFTH AVENUE NEW YORK,NY10128	NONE	EXEMPT	CHARITABLE	10,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK,NY10017	NONE	EXEMPT	CHARITABLE	225,000
MICHAEL J FOX FOUNDATION PO BOX 4777 NEW YORK,NY10163	NONE	EXEMPT	CHARITABLE	50,000
MUSEUM OF THE CITY OF NEW YORK 1220 FIFTH AVE NEW YORK,NY10029	NONE	EXEMPT	CHARITABLE	5,000
NAACP 4805 MT HOPE DRIVE BALTIMORE,MD21215	NONE	EXEMPT	CHARITABLE	350,000
NACDL FOUNDATION FOR CRIMINAL JUSTICE 1660 L STREET NW 12TH FLOOR WASHINGTON,DC20036	NONE	EXEMPT	CHARITABLE	350,000
NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 1425 K STREET NW SUITE 900 WASHINGTON,DC20005	NONE	EXEMPT	CHARITABLE	50,000
NATIONAL BLACK EMPOWERMENT COUNCIL 616 CONCORD LAKE CIRCLE SE SMYRNA,GA30082	NONE	EXEMPT	CHARITABLE	150,619
NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH 470 PARK AVE SOUTH 7TH FLOOR NEW YORK,NY10016	NONE	EXEMPT	CHARITABLE	50,000
NATIONAL URBAN LEAGUE 80 PINE STREET 9TH FLOOR NEW YORK,NY10005	NONE	EXEMPT	CHARITABLE	100,000
NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON,VA22203	NONE	EXEMPT	CHARITABLE	2,000
NEW MUSEUM 235 BOWERY NEW YORK,NY10002	NONE	EXEMPT	CHARITABLE	10,000
NEW YORK CITY POLICE FOUNDATION INC 555 5TH AVE NEW YORK,NY10017	NONE	EXEMPT	CHARITABLE	25,000
NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK,NY10024	NONE	EXEMPT	CHARITABLE	10,000
NEW YORK UNIVERSITY PO BOX 6706 HAGERSTOWN,MD21741	NONE	EXEMPT	CHARITABLE	10,000
NISKANEN CENTER 820 1ST STREET NE SUITE 675 WASHINGTON,DC20002	NONE	EXEMPT	CHARITABLE	50,000
NYCAN CO 50CAN 1625 K STREET NW SUITE 400 WASHINGTON,DC20006	NONE	EXEMPT	CHARITABLE	80,000
PARTNERSHIP SCHOOLS 1011 1ST AVE NEW YORK,NY10022	NONE	EXEMPT	CHARITABLE	25,000
PASSAGES AMERICA ISRAEL 2185 S MAIN STREET NAPERVILLE,IL60540	NONE	EXEMPT	CHARITABLE	425,000
PEN AMERICA 162 WEST 56TH STREET SUITE 405 NEW YORK,NY10019	NONE	EXEMPT	CHARITABLE	75,000
PEOPLE CONCERN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES,CA90018	NONE	EXEMPT	CHARITABLE	5,000
PHYSICIANS FOR REPRODUCTIVE HEALTH 1430 BROADWAY SUITE 1614 NEW YORK,NY10018	NONE	EXEMPT	CHARITABLE	10,000
PLANNED PARENTHOOD HUDSON PECONIC 4 SKYLINE DRIVE SUITE 7 HAWTHORNE,NY10532	NONE	EXEMPT	CHARITABLE	2,500
PREP FOR PREP 328 WEST 71ST STREET NEW YORK,NY10023	NONE	EXEMPT	CHARITABLE	600,000
PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK,NY10003	NONE	EXEMPT	CHARITABLE	25,000
QUEENS LIBRARY FOUNDATION 89-11 MERRICK BLVD JAMAICA,NY11432	NONE	EXEMPT	CHARITABLE	50,000
R STREET INSTITUTE 1212 NEW YORK AVE NW SUITE 900 WASHINGTON,DC20005	NONE	EXEMPT	CHARITABLE	50,000
REPAIR THE WORLD 1460 BROADWAY NEW YORK,NY10036	NONE	EXEMPT	CHARITABLE	25,000
RIVERDALE COUNTRY SCHOOL 5250 FIELDSTON RD BRONX,NY10471	NONE	EXEMPT	CHARITABLE	100,000
SHALEM FOUNDATION 845 THIRD AVENUE 6TH FLOOR NEW YORK,NY10022	NONE	EXEMPT	CHARITABLE	50,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK,NY10115	NONE	EXEMPT	CHARITABLE	150,000
SHEFA SCHOOL 40 E 29TH STREET NEW YORK,NY10016	NONE	EXEMPT	CHARITABLE	1,500
SINAI SCHOOLS 240 FRISCH COURT SUITE 100 PARAMUS,NJ07652	NONE	EXEMPT	CHARITABLE	100,000
SOLOMON R GUGGENHEIM MUSEUM 1071 FIFTH AVENUE NEW YORK,NY10128	NONE	EXEMPT	CHARITABLE	10,000
SPHERE INC PO BOX 1136 RIDGEFIELD,CT06877	NONE	EXEMPT	CHARITABLE	5,000
STUDIO MUSEUM IN HARLEM 144 WEST 125TH STREET NEW YORK,NY10027	NONE	EXEMPT	CHARITABLE	10,000
SUCCESS ACADEMY CHARTER SCHOOLS 95 PINE STREET 6TH FLOOR NEW YORK,NY10005	NONE	EXEMPT	CHARITABLE	4,250,000
SURFRIDER FOUNDATION PO BOX 6010 SAN CLEMENTE,CA92674	NONE	EXEMPT	CHARITABLE	5,000
TEACH FOR AMERICA - NEW YORK 25 BROADWAY 12TH FLOOR NEW YORK,NY10004	NONE	EXEMPT	CHARITABLE	25,000
THORN 200 PARK AVENUE SOUTH 8TH FLOOR NEW YORK,NY10003	NONE	EXEMPT	CHARITABLE	50,000
TONY BLAIR FOUNDATION 237 W 35TH STREET SUITE 1101 NEW YORK,NY10001	NONE	EXEMPT	CHARITABLE	100,000
UJA FEDERATION OF NEW YORK 130 E 59TH STREET SUITE 929B NEW YORK,NY10022	NONE	EXEMPT	CHARITABLE	420,000
UNITED STATES SKI & SNOWBOARD FOUNDATION PO BOX 100 VICTORY LANE PARK CITY,UT84060	NONE	EXEMPT	CHARITABLE	5,000
WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW SUITE 500 WASHINGTON,DC20036	NONE	EXEMPT	CHARITABLE	25,000
YOUNG LIVES REDEEMED 1105 E COMMONWEALTH AVE SUITE A-2 FULLERTON,CA92831	NONE	EXEMPT	CHARITABLE	25,000
UNION OF ORTHODOX JEWISH 11 BROADWAY 14TH FLOOR NEW YORK,NY10004	NONE	EXEMPT	CHARITABLE	1,000
ZIONESS MOVEMENT INC 244 FIFTH AVE SUITE A205 NEW YORK,NY10001	NONE	EXEMPT	CHARITABLE	25,000
Total ................................. 3a				15,470,619

	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	(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-)...

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,NY10001	CONSULTING	251,192

		(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
4Qualifying 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).)
6Enter 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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

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

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
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:
aDebt-financed property......
bNot 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

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


(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

bApproved for future payment

Total ................................. 3b				0

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.

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


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.) $ Use duplicate copies of Part III if additional space is needed.

Name of Bond	End of Year Book Value	End of Year Fair Market Value
490,000 SHRS MASTER ADJUSTABLE RATE MORTGAGE TR.SER 2007-R5	44,051	54,799
1,000,000 SHRS RESIDENTIAL ACCREDIT LOAN INC 2006 A1	53,152	86,528
1,100,000 SHR CITIGROUP MORTGAGE LOAN TRUST SER 07-6 CL 1A1A	63,546	87,948
1,800,000 SHRS BEAR STEARNS ALT-A TRUST 2006-1 CL 21A2	113,838	161,510
895,000 SHRS WACHOVIA MORTGAGE LOAN TRUST 2006 AMN1 CL A1	9,513	11,123

Name of Stock	End of Year Book Value	End of Year Fair Market Value
202,818 SHRS OCEAN FIRST FINANCIAL CORP	3,032,048	4,502,560
292,740 SHRS WATERSTONE FINANCIAL INC	3,751,463	6,399,296
300,000 SHRS NORTHFIELD BANCORP INC	4,393,500	4,848,000
269,100 SHRS KEARNY FINANCIAL CORP	3,381,500	3,565,575
33,221 SHRS SOUTH STATE BANK CORP	1,717,500	2,661,334
45,195 SHRS WSFS FINANCIAL CORP	2,023,500	2,265,173
80,000 SHRS VALLEY NATIONAL BANCORP	743,000	1,100,000
4,465 SHRS MICROSOFT CORP	1,429,626	1,501,669
153,326 SHRS ROBLOX CORP	15,152,442	15,817,110
32,216 SHRS SPOTIFY TECHNOLOGY SA	7,483,777	7,539,510
1,184 SHRS UNITY SOFTWARE INC	160,367	169,300
716,528 SHRS DELL TECHNOLOGIES INC	38,415,932	40,247,378
12,868 SHRS ASANA INC	968,449	945,741
206 SHRS DOORDASH INC	30,520	30,673
880 SHRS INTUIT INC	533,984	566,034

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
INV.IN ARAVT GLOBAL FUND LTD (500 SHRS)	AT COST	500,000	881,796
INV.IN THIRD POINT ULTRA LTD (30,529 SHRS)	AT COST	35,464,040	79,496,358

Software ID:
Software Version:

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK SERVICE CHARGES	85	0		85
MEMBERSHIP REGISTRATION FEES	3,056	0		3,056