Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
FREDERICK LOEWE FOUNDATION INC
C/O BAKER TILLY
Number and street (or P.O. box number if mail is not delivered to street address)66 HUDSON BLVD E 2200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001
A Employer identification number

13-6111444
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,377,864J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 482,303 474,460  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,313
b Gross sales price for all assets on line 6a 2,620,678
7 Capital gain net income (from Part IV, line 2)... 430,313
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)....... Click to see attachment
List of Attached Documents:
// Content
1,389,425 1,389,425  
12 Total. Add lines 1 through 11........ 2,302,041 2,294,198  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 267,404 173,813   93,591
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
83,876 0   83,876
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,010 0   8,010
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,620 0   18,620
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
43,877 13,697   6,180
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,407 0   8,407
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
193,958 138,604   55,354
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 624,152 326,114   274,038
25 Contributions, gifts, grants paid....... 697,050 697,050
26 Total expenses and disbursements. Add lines 24 and 25 1,321,202 326,114   971,088
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 980,839
b Net investment income (if negative, enter -0-) 1,968,084
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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
Assets 1 Cash—non-interest-bearing............. 634,617 856,608 854,153
2 Savings and temporary cash investments......... 526,598 302,710 302,710
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 3,447,442 Click to see attachment
List of Attached Documents:
// Content
3,489,510 		5,204,173
c Investments—corporate bonds (attach schedule)....... 2,263,060 Click to see attachment
List of Attached Documents:
// Content
2,373,486 		2,338,323
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,569,808 Click to see attachment
List of Attached Documents:
// Content
7,422,876 		7,832,882
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
868,449 		Click to see attachment
List of Attached Documents:
// Content
845,623 		Click to see attachment
List of Attached Documents:
// Content
845,623
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,309,974 15,290,813 17,377,864
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,293,325 5,293,325
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,016,649 9,997,488
29 Total net assets or fund balances (see instructions)..... 14,309,974 15,290,813
30 Total liabilities and net assets/fund balances (see instructions). 14,309,974 15,290,813
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
14,309,974
2
Enter amount from Part I, line 27a .....................
2
980,839
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,290,813
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,290,813
Form 990-PF (2024)
Form 990-PF (2024)
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 NATIONAL FINANCIAL SERVICES #9762 P   2024-12-31
b NATIONAL FINANCIAL SERVICES #3153 P   2024-12-31
c NATIONAL FINANCIAL SERVICES #3153 P   2024-12-31
d NATIONAL FINANCIAL SERVICES #0455 P   2024-12-31
e NATIONAL FINANCIAL SERVICES #0455 P   2024-12-31
NATIONAL FINANCIAL SERVICES #0456 P   2024-12-31
NATIONAL FINANCIAL SERVICES #0456 P   2024-12-31
CAPITAL GAINS DIVIDENDS P    
(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 566,980   579,659 -12,679
b 25,353   29,386 -4,033
c 1,343,718   1,050,444 293,274
d 62,564   53,008 9,556
e 103,670   87,202 16,468
80,334   87,918 -7,584
342,283   302,748 39,535
95,776     95,776
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       -12,679
b       -4,033
c       293,274
d       9,556
e       16,468
      -7,584
      39,535
      95,776
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 430,313
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 ................... 		Bracket 3  
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 27,356
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 27,356
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 27,356
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 24,964
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 23,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,964
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 159
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 20,449
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow20,449 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowWWW.FREDERICKLOEWEFOUNDATION.ORG
14
The books are in care ofright arrowEMILY ALTMAN Telephone no.right arrow (212) 697-6900

Located atright arrowC/O BT 66 HUDSON BLVD E STE 2200NEW YORKNY ZIP+4right arrow10001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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
EMILY ALTMAN PRESIDENT
40.00 		267,404 0 0
45 SUTTON PLACE SOUTH
NEW YORK,NY10022
DARA ALTMAN VICE PRESIDENT
2.00 		0 0 0
56 LEONARD STREET
NEW YORK,NY10013
DAVI LENNON BOARD MEMBER
1.00 		0 0 0
C/O BT 66 HUDSON BLVD E SUITE 2200
NEW YORK,NY10001
MICHAEL LENNON BOARD MEMBER
1.00 		0 0 0
201 WEST 74TH STREET
NEW YORK,NY10023
DOUGLAS COBLENS TREASURER
4.50 		0 0 0
4110 PRESCOTT AVENUE UNIT A
DALLAS,TX75219
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
14,611,206
b
Average of monthly cash balances.......................
1b
1,226,019
c
Fair market value of all other assets (see instructions)................
1c
856,774
d
Total (add lines 1a, b, and c).........................
1d
16,693,999
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
16,693,999
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
250,410
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,443,589
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
822,179
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
822,179
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
27,356
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,356
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
794,823
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
794,823
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
794,823
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
971,088
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
971,088
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 794,823
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 344,880
b From 2020...... 101,862
c From 2021...... 275,408
d From 2022...... 117,050
e From 2023...... 333,946
f Total of lines 3a through e ........ 1,173,146
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 971,088
a Applied to 2023, 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 2024 distributable amount..... 794,823
e Remaining amount distributed out of corpus 176,265
5 Excess distributions carryover applied to 2024. 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 1,349,411
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		344,880
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,004,531
10 Analysis of line 9:
a Excess from 2020.... 101,862
b Excess from 2021.... 275,408
c Excess from 2022.... 117,050
d Excess from 2023.... 333,946
e Excess from 2024.... 176,265
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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.)
1Information Regarding Foundation Managers:
aList 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).)
bList 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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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)
aPaid during the year

ENTERTAINMENT COMMUNITY FUND

729 SEVENTH AVENUE 10TH FL
NEW YORK,NY10019 		NONE PC GENERAL PURPOSES 10,000

AMERICAN FRIENDS OF HEBREW UNIVERSITY - TO SUPPORT MUSICAL THEATER DEPT

199 WATER ST 11TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL PURPOSES 50,780

ASCAP FOUNDATION - LOEWE SCHOLARSHIP FUND

250 WEST 57TH STREET
NEW YORK,NY10107 		NONE PC GENERAL PURPOSES 2,500

BANG GROUP

131 PERRY STREET 1A
NEW YORK,NY10014 		NONE PC GENERAL PURPOSES 5,000

MANHATTAN SCHOOL OF MUSIC

130 CLAREMONT AVE
NEW YORK,NY10027 		NONE PC GENERAL PURPOSES 3,000

CIRCLE IN THE SQUARE THEATER SCHOOL

1633 BROADWAY
NEW YORK,NY10019 		NONE PC GENERAL PURPOSES 7,500

DRAMATIST GUILD FOUNDATION - FREDERICK LOEWE AWARD

356 W 40TH ST 2
NEW YORK,NY10018 		NONE PC GENERAL PURPOSES 10,000

THALIAN HALL CENTER FOR THE PERFORMING ARTSS PIED PIPER PROGRAM

310 CHESTNUT ST
WILMINGTON,NC28401 		NONE PC GENERAL PURPOSES 61,009

EUGENE O'NEILL THEATER CENTER

305 GREAT NECK ROAD
WATERFORD,CT06385 		NONE PC GENERAL PURPOSES 7,500

HB PLAYWRIGHTS FOUNDATION INC

122 BANK ST 4
NEW YORK,NY10014 		NONE PC GENERAL PURPOSES 12,500

HUNTER COLLEGE FOUNDATION - DANCE STUDIO RENOVATION

695 PARK AVE EAST BUILDING ROOM
1313
NEW YORK,NY10065 		NONE PC GENERAL PURPOSES 40,000

JUILLIARD SCHOOL (FREDERICK LOEWE SCHOLARSHIP IN COMPOSITION)

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC GENERAL PURPOSES 50,000

JUILLIARD SCHOOL (LUTHER HENDERSON FUND)

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC GENERAL PURPOSES 5,000

KAUFMAN MUSIC CENTER - BROADWAY PLAYHOUSE

129 W 67TH ST
NEW YORK,NY10023 		NONE PC GENERAL PURPOSES 6,500

KAUFMAN MUSIC CENTER - SPECIAL MUSIC SCHOOL GEN OP SUPPORT

129 W 67TH ST
NEW YORK,NY10023 		NONE PC GENERAL PURPOSES 10,000

THE LIBRARY OF CONGRESS- FREDERICK LOEWE CONCERTS

101 INDEPENDENCE AVENUE SE LM-613
WASHINGTON,DC20540 		NONE PC GENERAL PURPOSES 60,000

NEW AMSTERDAM BOYS AND GIRLS CHOIR

221 EAST 106 STREET 20E
NEW YORK,NY10029 		NONE PC GENERAL PURPOSES 10,000

NEW YORK CITY CENTER - ENCORES

131 W 55TH ST
NEW YORK,NY10019 		NONE PC GENERAL PURPOSES 90,000

NEW YORK CITY CHILDREN'S THEATER

340 EAST 46TH STREET
NEW YORK,NY10017 		NONE PC GENERAL PURPOSES 5,000

NEW YORK PUBLIC LIBRARY FOR THE PERFORMING ARTS THEATER DIVISION

455 FIFTH AVENUE 8TH FLOOR
NEW YORK,NY10016 		NONE PC GENERAL PURPOSES 5,000

NEW YORK STAGE AND FILM

1133 SIXTH AVE SUITE 2725
NEW YORK,NY10036 		NONE PC GENERAL PURPOSES 25,000

NYPL FOR THE PERFORMING ARTS JEROME ROBBINS DANCE DIVISION

445 FIFTH AVENUE 8TH FLOOR
NEW YORK,NY10016 		NONE PC GENERAL PURPOSES 6,000

PUBLIC THEATER - FOR NEW MUSICAL COMMISSIONINGDEVELOPMENT

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE PC GENERAL PURPOSES 30,000

SAVE THE MUSIC

1515 BROADWAY
NEW YORK,NY10003 		NONE PC GENERAL PURPOSES 110,000

THE 52ND STREET PROJECT

789 10TH AVE
NEW YORK,NY10019 		NONE PC GENERAL PURPOSES 10,000

THEATREWORKSUSA

158 WEST 29TH STREET 5TH FLOOR
NEW YORK,NY10001 		NONE PC GENERAL PURPOSES 5,000

VIVIAN BEAUMONT THEATER - FOR LINCOLN CENTER THEATER OPEN STAGES EDUCATION

150 W 65TH ST
NEW YORK,NY10023 		NONE PC GENERAL PURPOSES 30,000

THE PHILANTHROPY FOUNDATION LIMITED

31 HILL STREET
LONDON   WIJ5LS
UK 		NONE FC - EQUIVALENT TO A GENERAL PURPOSES 29,761
Total .................................right arrow 3a 697,050
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
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 ....     14 482,303  
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 .....     15 1,389,425  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 430,313  
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 2,302,041 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,302,041
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		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 (2024)
Form 990-PF (2024)
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 8,010 0   8,010

TY 2024 InvestmentsCorpBondsSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Name of Bond End of Year Book Value End of Year Fair Market Value
100000 AMERICAN EQTY INVT HLD CO NOTE 98,440 99,465
100000 ATHENE HOLDING LTD NOTE CALL MAKE WHOLE 94,295 97,563
100000 CITIGROUP INC NOTE 95,490 97,224
100000 BROADCOM INC SER B NOTE 95,187 97,682
100000 CONAGRA BRANDS INC NOTE CALL MAKE WHOLE 98,567 99,481
100000 ALLSTATE CORP NOTE CALL MAKE WHOLE 102,060 99,814
200000 ROYAL BK CDA SER J MTN 200,005 192,749
100000 BROADCOM INC SER B NOTE 4.3000% 95,544 94,314
50000 MONSANTO CO NOTE CALL MAKE WHOLE 44,695 42,717
100000 PHILIP MORRIS INTL INC NOTE 100,663 100,194
10000 PHILLIPS 66 NOTE CALL MAKE WHOLE 98,880 100,158
100000 HF SINCLAIR CORP NOTE CALL 101,685 100,631
200000 HUMANA INC NOTE CALL MAKE WHOLE 5.95% 202,978 201,534
200000 HSBC HLDGS PLC NOTE 204,200 197,746
100000 WELLS FARGO &CO MTN 99,023 98,917
100000 JPMORGAN CHASE &CO NOTE 99,485 98,942
100000 AT&T INC NOTE CALL MAKE WHOLE 99,890 99,080
90000 ATHENE HOLDING LTD 95,532 87,807
100000 ALTHENE HOLDING LTD NOTE CALL MAKE WHOLE 99,229 101,355
60000 TOYOTA MTR CR CORP SER B MTN 60,093 59,723
75000 VALERO ENERGY CORP 80,691 73,506
100000 GE AEROSPACE MTN 4.25% 106,854 97,721

TY 2024 InvestmentsCorpStockSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Name of Stock End of Year Book Value End of Year Fair Market Value
469 ABBOTT LABORATORIES 51,581 53,049
472 ABBVIE INC COM 34,799 83,874
167 ACCENTURE PLC 46,893 58,749
176 AMERIPRISE FINANCIAL INC COM 55,139 93,708
203 AMGEN INC 32,880 52,910
264 APPLE INC 43,531 66,111
236 ARTHUR J. GALLAGHER & CO. ISIN 48,936 66,989
74 BLACKROCK INC 17,959 75,858
407 CHEVRON CORP NEW COM 68,845 58,950
839 CISCO SYSTEMS INC 39,438 49,669
247 CROWN CASTLE INC COM 30,683 22,418
431 DISCOVER FINANCIAL SERVICES 45,440 74,662
350 DUKE ENERGY CORP NEW COM NEW ISIN 36,237 37,709
179 HOME DEPOT INC 34,655 69,629
99 ILLINOIS TOOL WORKS INC COM USD0.01 23,326 25,102
372 JPMORGAN CHASE & CO 52,456 89,172
2325 KENVUE INC COM 53,091 49,639
91 LOCKHEED MARTIN CORP 33,770 44,221
425 MERCK &CO. INC 39,872 42,279
637 MICROCHIP TECHNOLOGY INC 55,122 36,532
168 MICROSOFT CORP 47,969 70,812
726 NEXSTAR MEDIA GROUP INC 53,154 52,047
613 PAYCHEX INC COM USD0.01 66,891 85,955
587 PHILIP MORRIS INTERNATIONAL INC COM NPV 57,159 70,645
447 PHILLIIPS 66 44,557 50,927
237 PROCTOR AND GAMBLE 36,986 39,733
428 PROLOGIS INC 31,866 45,240
209 SNAP-ON INC 54,975 70,951
386 STARBUCKS CORP 27,744 35,223
251 UNION PAC CORP COM 50,027 57,238
1179 US BANCORP 39,396 56,392
350 WEC ENERGY GROUP INC COM 28,744 32,914
1031 VERIZON COMMUNICATIONS INC 38,358 41,230
65 ADOBE SYSTEMS INCORPORATED COM 18,731 28,904
380 ALPHABET INC CAP STK CL A 23,982 71,934
435 AMAZON.COM INC 45,599 95,435
460 APPLE INC 27,667 115,193
310 BLACKSTONE INC 32,152 53,450
45 BLACKROCK INC COM USD 0.01 33,467 46,130
450 BROADCOM INC COM 28,156 104,328
200 BROADRIDGE FINANCIAL SOLUTION INC 23,784 45,218
100 COSTCO WHOLESALE CORP 30,114 91,627
120 EATON CORPORATION PLC 42,440 39,824
95 ELI LILLY AND CO 30,590 73,340
350 FISERV INC COM STK 44,623 71,897
125 GE VERNOVA INC COM 42,114 41,116
140 HOME DEPOT INC 32,941 54,459
65 INTUIT INC 28,359 40,853
235 JPMORGAN CHASE & CO 28,997 56,332
85 LINDE PLC COM 23,451 35,587
170 L3HARRIS TECHNOLOGIES INC COM 35,998 35,748
111 MASTERCARD INCORPORATED CL 11,097 58,449
155 META PLATFORMS INC 53,649 90,754
295 MICROSOFT CORP 45,668 124,343
370 MORGAN STANLEY COM 18,261 46,516
110 MOTOROLA SOLUTIONS INC 31,534 50,845
460 NEXTERA ENERGY INC 27,133 32,977
950 NVIDIA CORPORATION COM 48,109 127,576
265 ORACLE CORP 31,458 44,160
360 PALO ALTO NETWORKS INC 13,571 65,506
70 PARKER-HANNIFIN CORP COM 36,717 44,522
640 ROLLINS INC 26,811 29,664
100 S&P GLOBAL INC 25,742 49,803
110 STRYKER CORPORATION COM 33,061 39,606
205 T-MOBILE US INC COM 28,894 45,250
55 THERMO FISHER SCIENTIFIC INC 16,587 28,613
470 UBER TECHNOLOGIES INC COM 32,887 28,350
105 VERTEX PHARMACEUTICALS INC 44,225 42,284
565 WALMART INC COM 39,075 51,048
850 SPDR S&P500 ETF TRUST TRUST UNIT 287,316 498,168
28454.359 ARES INDUSTRIAL REAL ESTATE INCOME TRUST 262,687 361,035
21145.17293 CNL HEALTHCARE PPTYS INC COM USD0.01 136,036 132,792
2500 MH VENTURES FUND II INC 243,348 250,000

TY 2024 InvestmentsOtherSchedule2
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
47394.089 BLACKROCK SYSTEMATIC MULTI-STRATEGY AT COST 483,477 478,680
33984.777 CALAMOS MARKET NEUTRAL INCOME CL I AT COST 472,374 507,393
11582.263 FIDELITY SELECT HEALTH CARE AT COST 339,488 315,617
3682.402 FIDELITY 500 INDEX FUND AT COST 334,477 751,910
23805.613 FIRST EAGLE OVERSEAS CLASS I AT COST 596,212 582,523
15150.041 FIRST EAGLE SMALL CAP OPPORTUNITY CL I AT COST 153,413 156,803
37130.718 FRANKLIN K2 ALTERNAT STRATEGIES ADV AT COST 424,172 407,324
22547.14 GOLDMAN SACHS GQC PARTNERS INTL OPP AT COST 478,269 441,022
33698.454 JOHN HANCOCK MULTI ASSET ABSOL RTRN I AT COST 344,685 347,094
25242.704 JPMORGAN HEDGED EQUITY CLASS I AT COST 563,462 836,038
4609.001 LORD ABBETT GROWTH LEADERS FUND CL F AT COST 144,404 228,975
19877.53 PIMCO RAE PLUS FUND INST AT COST 404,026 382,245
19595.752 VICTORY MUNDER MID CAP CORE GRWTH CL AT COST 388,151 241,616
56643.692 DOUBLELINE TOTAL RT BOND FD CL N AT COST 541,236 491,101
51855.674 ARISTOTLE CORE INCOME AT COST 499,958 496,259
54269.938 PIMCO INCOME CL AT COST 618,680 570,920
2850 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT AT COST 144,733 143,555
19363.592 LORD ABBETT SHORT DURATION HI YIELD A AT COST 186,317 191,119
67877.92 LORD ABBETT SHORT DURATION INCOME CL AT COST 305,342 262,688

TY 2024 LegalFeesSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 83,876 0   83,876


TY 2024 OtherAssetsSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ROYALTY RIGHTS, NET WITH ACCUMULATED AMORTIZATION 867,925 845,623 845,623
DIVIDEND IN TRANSIT 524 0  


TY 2024 OtherExpensesSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 116,302 116,302   0
ROYALTY RIGHTS AMORTIZATION 22,302 22,302   0
ADMINISTRATIVE SUPPORT SERVICES 20,908 0   20,908
BANK SERVICE FEE 975 0   975
FILING FEE 750 0   750
COMPUTER & WEBSITE EXPENSE 7,255 0   7,255
BOOKKEEPING FEE 313 0   313
MISCELLANEOUS 730 0   730
CONSULTING SERVICES 12,750 0   12,750
OUTSIDE CONTRACT SERVICE 11,673 0   11,673


TY 2024 OtherIncomeSchedule2
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 1,389,425 1,389,425 1,389,425


TY 2024 OtherProfessionalFeesSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEE 18,620 0   18,620


TY 2024 TaxesSchedule
Name:
FREDERICK LOEWE FOUNDATION INC
 
C/O BAKER TILLY
EIN:
13-6111444
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 2,220 2,220   0
FEDERAL EXCISE TAXES 24,000 0   0
PAYROLL TAXES 17,657 11,477   6,180