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
THE MARGARET AND DANIEL LOEB FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)55 HUDSON YARDS 51ST FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001
A Employer identification number

52-2251371
B Telephone number (see instructions)

(212) 715-6763
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$167,433,237J 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... 3,468,624 3,468,624  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,543,976
b Gross sales price for all assets on line 6a 5,608,942
7 Capital gain net income (from Part IV, line 2)... 5,543,976
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
237 237  
12 Total. Add lines 1 through 11........ 9,012,837 9,012,837  
Operating and Administrative Expenses 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)......... Click to see attachment
List of Attached Documents:
// Content
68,429 0   68,429
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,846 4,423   4,423
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
299,024 0   299,024
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
59,325 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,945 0   34,945
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
155,920 135,294   18,312
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 626,489 139,717   425,133
25 Contributions, gifts, grants paid....... 16,231,624 16,231,624
26 Total expenses and disbursements. Add lines 24 and 25 16,858,113 139,717   16,656,757
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,845,276
b Net investment income (if negative, enter -0-) 8,873,120
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.............      
2 Savings and temporary cash investments......... 33,110,190 46,114,359 46,114,359
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)....... 21,844,819 Click to see attachment
List of Attached Documents:
// Content
2,435,078 		2,435,078
c Investments—corporate bonds (attach schedule)....... 248,311 Click to see attachment
List of Attached Documents:
// Content
224,570 		224,570
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).......... 109,680,680 Click to see attachment
List of Attached Documents:
// Content
118,659,230 		118,659,230
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 164,884,000 167,433,237 167,433,237
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)...... 5,235,065  
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 5,235,065 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 1,354,312
28 Retained earnings, accumulated income, endowment, or other funds 159,648,935 166,078,925
29 Total net assets or fund balances (see instructions)..... 159,648,935 167,433,237
30 Total liabilities and net assets/fund balances (see instructions). 164,884,000 167,433,237
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
159,648,935
2
Enter amount from Part I, line 27a .....................
2
-7,845,276
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
17,904,193
4
Add lines 1, 2, and 3 ..........................
4
169,707,852
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,274,615
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
167,433,237
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 COINBASE P 2024-01-01 2024-12-31
b SOUTH STATE CORP P 2013-07-09 2024-02-26
c VALLEY NATIONAL BANCORP P 2010-06-01 2024-02-26
d WSFS FINANCIAL CORP P 2015-12-30 2024-02-26
e KEARNY FINANCIAL CORP P 2015-04-10 2024-12-31
NORTHFIELD BANCORP P 2012-10-31 2024-12-31
OCEANFIRST FINANCIAL CORP P 2009-12-18 2024-12-31
WATERSTONE FINANCIAL CORP P 2013-12-12 2024-12-31
MASTER ADJUSTABLE RATE MORTGAGES TR P 2016-07-05 2024-12-31
BEAR STERNS ALT-A TR 2006-1 P 2016-06-15 2024-12-31
WACHOVIA MTG LN TR SER 2006-AMN1 P 2016-07-15 2024-12-31
RALI SER TR 2006-QA10 CL A1 P 2016-07-05 2024-12-31
CITIGROUP MTG LN TR 2007-6 P 2016-07-15 2024-12-31
(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 1,340,576     1,340,576
b 1,252,010     1,252,010
c 173,240     173,240
d 383,694     383,694
e 104,023     104,023
      -64,966
1,452,537     1,452,537
568,771     568,771
2,031     2,031
78,103     78,103
24,648     24,648
155,392     155,392
73,917     73,917
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       1,340,576
b       1,252,010
c       173,240
d       383,694
e       104,023
      -64,966
      1,452,537
      568,771
      2,031
      78,103
      24,648
      155,392
      73,917
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 5,543,976
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) 1 123,336
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........................... 3 123,336
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- ..... 5 123,336
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 60,698
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 210,698
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 0
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 87,362
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow87,362 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 arrowN/A
14
The books are in care ofright arrowNICOLE NADAL Telephone no.right arrow (212) 715-6763

Located atright arrow55 HUDSON YARDS 51ST FLOORNEW 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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........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
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
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
LPPE LLC CONSULTING 299,024
55 HUDSON YARDS 51ST FLOOR
NEW YORK,NY10001
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
6,103,167
b
Average of monthly cash balances.......................
1b
46,003,706
c
Fair market value of all other assets (see instructions)................
1c
112,657,415
d
Total (add lines 1a, b, and c).........................
1d
164,764,288
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
164,764,288
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,471,464
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
162,292,824
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,114,641
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
8,114,641
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
123,336
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
123,336
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,991,305
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,991,305
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
7,991,305
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
16,656,757
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
16,656,757
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 7,991,305
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...... 15,303,356
b From 2020...... 13,463,696
c From 2021...... 10,427,501
d From 2022...... 1,669,398
e From 2023...... 1,921,195
f Total of lines 3a through e ........ 42,785,146
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 16,656,757
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..... 7,991,305
e Remaining amount distributed out of corpus 8,665,452
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 51,450,598
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) ... 		15,303,356
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		36,147,242
10 Analysis of line 9:
a Excess from 2020.... 13,463,696
b Excess from 2021.... 10,427,501
c Excess from 2022.... 1,669,398
d Excess from 2023.... 1,921,195
e Excess from 2024.... 8,665,452
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).)
DANIEL S LOEB
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

ABORTION COALITION FOR TELEMEDICINE

224 W 35TH ST STE 500 445
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 50,000

AFSNC INC

40 W 57TH ST 26TH FLOOR
NEW YORK,NY10019 		NONE PC GENERAL OPERATING SUPPORT 515,000

AHA FOUNDATION

130 SEVENTH AVENUE SUITE 236
NEW YORK,NY10011 		NONE PC GENERAL OPERATING SUPPORT 50,000

AISH GLOBAL

915 CLIFTON AVENUE SUITE 4
CLIFTON,NJ07013 		NONE PC GENERAL OPERATING SUPPORT 10,000

ALEPH INSTITUTE

9540 COLLINS AVENUE
MIAMI,FL33154 		NONE PC GENERAL OPERATING SUPPORT 400,000

ALEXANDER HAMILTON SOCIETY

1875 CONNECTICUT AVE NW 10TH FLOOR
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 50,000

ALLIANCE CHICAGO

215 W OHIO STREET 4TH FL
CHICAGO,IL60654 		NONE PC GENERAL OPERATING SUPPORT 15,000

ALZHEIMER'S DRUG DISCOVERY FOUNDATION

57 WEST 57TH STREET SUITE 904
NEW YORK,NY10019 		NONE PC GENERAL OPERATING SUPPORT 25,000

AMERICA ISRAEL DEMOCRACY COALITION

755 WEST LANCASTER AVENUE 1121
BRYN MAWR,PA19010 		NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN ENTERPRISE INSTITUTE

1150 SEVENTEENTH STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN FEDERATION FOR CHILDREN GROWTH FUND

1020 19TH STREET NWSUITE 675
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 25,000

AMERICAN FRIENDS OF ALIN BEIT NOAM

556 WEST 254TH
RIVERDALE,NY10471 		NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN FRIENDS OF ISRAEL DEMOCRACY INSTITUTE

1266 WEST PACES FERRY RD STE 615
ATLANTA,GA30327 		NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN FRIENDS OF ISRAEL NAVY SEALS

PO BOX 20080
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN FRIENDS OF THE IDF WIDOWS AND ORPHANS ORGANIZATION

PO BOX 56H
SCARSDALE,NY10583 		NONE PC GENERAL OPERATING SUPPORT 100,000

AMERICAN FRIENDS OF UNIT 669

35 CROSSBROOK RD
LIVINGSTON,NJ07039 		NONE PC GENERAL OPERATING SUPPORT 25,000

AMERICAN ISRAEL EDUCATION FOUNDATION

711 3RD AVE 11TH FL
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 100,000

AMERICANS FOR THE ISRAELI THIRD WAY

919 THIRD AVENUE
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 50,000

ANIMAL RESCUE FUND OF THE HAMPTONS

124 DANIELS HOLE RD PO BOX 901
WAINSCOTT,NY11975 		NONE PC GENERAL OPERATING SUPPORT 1,000

ANTI-DEFAMATION LEAGUE

10495 SANTA MONICA BOULEVARD
LOS ANGELES,CA90025 		NONE PC GENERAL OPERATING SUPPORT 75,000

ANTI-RECIDIVISM COALITION

448 S HILL STREET SUITE 908
LOS ANGELES,CA90013 		NONE PC GENERAL OPERATING SUPPORT 9,773

APEX FOR YOUTH

120 WALKER ST 5TH FLOOR
NEW YORK,NY10013 		NONE PC FUNDRAISING 10,000

ARS NOVA

511 WEST 54TH STREET
NEW YORK,NY10019 		NONE PC GENERAL OPERATION SUPPORT 5,000

ASPEN CENTER FOR ENVIRONMENTAL STUDIES

100 PUPPY SMITH ST
ASPEN,CO81611 		NONE PC GENERAL OPERATING SUPPORT 10,000

ASPEN FIRE PROTECTION DISTRICT

420 EAST HOPKINS AVE
ASPEN,CO81611 		NONE PC GENERAL OPERATING SUPPORT 5,000

ASPEN MUSIC FESTIVAL AND SCHOOL

225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		NONE PC GENERAL OPERATING SUPPORT 1,000

ASPEN VALLEY HOSPITAL FOUNDATION

0401 CASTLE CREEK ROAD
ASPEN,CO81611 		NONE PC GENERAL OPERATING SUPPORT 10,000

ASPEN VALLEY SKI-SNOWBOARD CLUB

300 AVSC DRIVE
ASPEN,CO81611 		NONE PC GENERAL OPERATING SUPPORT 69,000

ATLANTIC COUNCIL OF THE US INC

1030 15TH STREET NW 12TH FLOOR
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 50,000

BBYO INTERNATIONAL

800 EIGHT ST NW
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 50,000

BELEV ECHAD

1766 2ND AVENUE
NEW YORK,NY10128 		NONE PC GENERAL OPERATING SUPPORT 10,000

BIRTHRIGHT ISRAEL FOUNDATION

33 EAST 33RD STREET 7TH FLOOR
NEW YORK,NY10016 		NONE PC GENERAL OPERATING SUPPORT 100,000

BOBBIES PLACE

1243 EAST 14TH ST
BROOKLYN,NY11230 		NONE PC GENERAL OPERATING SUPPORT 5,000

BOUNDLESS ISRAEL

258 WARREN STREET
WALTHAM,MA02453 		NONE PC GENERAL OPERATING SUPPORT 50,000

BROWN HILLEL FOUNDATION

80 BROWN STREET
PROVIDENCE,RI02906 		NONE PC GENERAL OPERATING SUPPORT 550,000

BROWN UNIVERSITY

BOX 1893
PROVIDENCE,RI02912 		NONE PC GENERAL OPERATING SUPPORT 3,650,000

CENTER FOR JEWISH HISTORY

15 WEST 16TH STREET
NEW YORK,NY10011 		NONE PC GENERAL OPERATING SUPPORT 10,000

CENTRAL FUND OF ISRAEL

429 CENTRAL AVENUE
CEDARHURST,NY11516 		NONE PC GENERAL OPERATING SUPPORT 10,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 25,000

CHABAD AT COLUMBIA

625 W 113TH STREET
NEW YORK,NY10025 		NONE PC GENERAL OPERATING SUPPORT 10,000

CHABAD HOUSE BOWERY

353 BOWERY
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 10,000

CHABAD OF BATTERY PARK CITY

365 SOUTH END AVENUE 6F
NEW YORK,NY10280 		NONE PC GENERAL OPERATING SUPPORT 5,000

CHABAD OF COLLEGE HILL

12 OLIVE STREET
PROVIDENCE,RI02906 		NONE PC GENERAL OPERATING SUPPORT 550,000

CHABAD OF MIDTOWN MANHATTAN

509 FIFTH AVENUE
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 10,000

CHABAD OF SOUTHAMPTON

214 HILL STREET
SOUTHAMPTON,NY11968 		NONE PC GENERAL OPERATING SUPPORT 5,000

CHALLENGED ATHLETES FOUNDATION

9591 WAPLES STREET
SAN DIEGO,CA92121 		NONE PC GENERAL OPERATING SUPPORT 50,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213 		NONE PC GENERAL OPERATING SUPPORT 5,000

COLUMBIABARNARD HILLEL

606 W 115TH ST
NEW YORK,NY10025 		NONE PC GENERAL OPERATING SUPPORT 50,000

COMMENTARY INC

200 WEST 86TH STREET SUITE 1M
NEW YORK,NY10024 		NONE PC GENERAL OPERATING SUPPORT 12,500

CONGREGATION BEIT EDMOND (EDMOND J SAFRA SYNAGOGUE)

11 EAST 63RD STREET
NEW YORK,NY10065 		NONE PC GENERAL OPERATING SUPPORT 150,000

CROHN'S & COLITIS FOUNDATION GREATER NY CHAPTER

733 THIRD AVENUE SUITE 510
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 3,000

DONATE YOUR TIME INC

188 E 78TH STREET 32A
NEW YORK,NY10075 		NONE PC GENERAL OPERATING SUPPORT 5,000

DOROT

171 W 85TH STREET
NEW YORK,NY10024 		NONE PC GENERAL OPERATING SUPPORT 10,000

EDUCATION REFORM NOW

276 5TH AVENUE SUITE 704 915
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 15,000

EIGHTEEN FOUNDATION

4208 OVERLAND AVENUE
CULVER CITY,CA90230 		NONE PC GENERAL OPERATING SUPPORT 100,000

ENRICHMENT FWD

6 GREG SIKORSKY DRIVE
MONSEY,NY10952 		NONE PC GENERAL OPERATING SUPPORT 300,000

FDNY FOUNDATION

9 METROTECH CENTER RM 5E-6
BROOKLYN,NY11201 		NONE PC GENERAL OPERATING SUPPORT 10,000

FEDERATION OF THE JEWISH COMMUNITIES OF THE CIS

445 PARK AVENUE 9TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 5,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M STREET NW 800S
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 50,000

FOUNDATION FOR EXCELLENCE IN EDUCATION

PO BOX 10691
TALLAHASSEE,FL32302 		NONE PC GENERAL OPERATING SUPPORT 25,000

FRIENDS OF DUVDEVAN

29155 NORTHWESTERN HWY STE 517
SOUTHFIELD,MI48034 		NONE PC GENERAL OPERATING SUPPORT 50,000

FRIENDS OF HAGAL SHELI

8 THE GREEN STE R
DOVER,DE19901 		NONE PC GENERAL OPERATING SUPPORT 51,000

FRIENDS OF IR DAVID

575 LEXINGTON AVENUE 4TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 100,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE PC GENERAL OPERATING SUPPORT 50,000

FRIENDS OF THE LAU CENTER

2500 FARRINGDON RD
BALTIMORE,MD21209 		NONE PC GENERAL OPERATING SUPPORT 50,000

FRIENDS OF UNITED HATZALAH

208 EAST 51ST ST SUITE 303
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 243,000

FUENTE LATINA

7300 BISCAYNE BLVD SUITE 200
MIAMI,FL33138 		NONE PC GENERAL OPERATING SUPPORT 25,000

GATEWAYS ORGANIZATION

11 WALLENBERG CIRCLE
MONSEY,NY10952 		NONE PC GENERAL OPERATING SUPPORT 10,000

GOOD FOUNDATION (AKA BABY BUGGY)

306 W 37TH ST 8TH FL
NEW YORK,NY10018 		NONE PC GENERAL OPERATING SUPPORT 25,000

GUITARS OVER GUNS

169 EAST FLAGLER STREET SUITE 1134
MIAMI,FL33131 		NONE PC GENERAL OPERATING SUPPORT 150,000

GUTTMACHER INSTITUTE

125 MAIDEN LN 7
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 25,000

HAMPTON LIFEGUARD ASSOCIATION

7 MEADOW LANE
EAST HAMPTON,NY11937 		NONE PC GENERAL OPERATING SUPPORT 1,000

HARLEM CHILDREN'S ZONE

162 WEST 56TH STREET SUITE 405
NEW YORK,NY10019 		NONE PC GENERAL OPERATING SUPPORT 25,000

HETERODOX ACADEMY

82 NASSAU STREET 646
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 100,000

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

800 8TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 150,000

HOPEWELL FUND

1828 L NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 10,000

HUMAN RIGHTS FOUNDATION

350 FIFTH AVENUE SUITE 4202
NEW YORK,NY10118 		NONE PC GENERAL OPERATING SUPPORT 25,000

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

770 LEXINGTON AVE 8TH FLOOR
NEW YORK,NY10065 		NONE PC GENERAL OPERATING SUPPORT 105,000

IMENTOR

199 WATER STREET 8TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 25,000

INSTITUTE FOR THE STUDY OF WAR

1400 16TH STREET NW SUITE 515
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 50,000

ISRAEL ADVOCACY GROUP

1121 N BETHLEHEM PIKE SUITE 60138
SPRINGHOUSE,PA19477 		NONE PC GENERAL OPERATING SUPPORT 50,000

ISRAEL ON CAMPUS COALITION

PO BOX 34640
WASHINGTON,DC20043 		NONE PC GENERAL OPERATING SUPPORT 100,000

ISRAELS FALLEN HEROS FUND NER LHOREINU INC

9215 EAST FAIRWAY BOULEVARD
SUN LAKES,AZ85248 		NONE PC GENERAL OPERATING SUPPORT 25,000

JCC DUBAI

595 LEFFERTS AVE
BROOKLYN,NY11203 		NONE PC GENERAL OPERATING SUPPORT 10,000

JEW IN THE CITY

PO BOX 2168
TEANECK,NJ07666 		NONE PC GENERAL OPERATING SUPPORT 10,000

JEWBELONG

PO BOX 3013
MONTCLAIR,NY07043 		NONE PC GENERAL OPERATING SUPPORT 25,000

JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 55,000

JEWISH COMMUNAL FUND (NEVO NETWORK)

575 MADISON AVENUE SUITE 703
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 25,000

JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA

520 EIGHTH AVENUE FOURTH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL OPERATING SUPPORT 25,000

JEWISH CREATIVITY INTERNATIONAL

PO BOX 198
ORRICK,MO64077 		NONE PC GENERAL OPERATING SUPPORT 50,000

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY SUITE 1700
NEW YORK,NY10004 		NONE PC GENERAL OPERATING SUPPORT 25,000

JEWISH FUNDERS NETWORK

150 W 30TH STREET
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 15,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128 		NONE PC GENERAL OPERATING SUPPORT 10,000

KNOW NO SORROW UK FUND VIA MYRIAD USA

20 GLOUCESTER PLACE
LONDON   W1U 8HA
UK 		NONE PC GENERAL OPERATING SUPPORT 25,000

LISMORE ROAD INC

55 HUDSON YARDS 51ST FL
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 287,500

LUBAVITCH OF THE EAST END

87 MT SINAI CORAM ROAD
CORAM,NY11727 		NONE PC GENERAL OPERATING SUPPORT 10,000

LUPUS RESEARCH ALLIANCE

757 THIRD AVENUE 20TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 5,000

LUSTGARTEN FOUNDATION

415 CROSSWAYS PARK DRIVE SUITE D
WOODBURY,NY11797 		NONE PC GENERAL OPERATING SUPPORT 5,000

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVE
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 100,000

MESTIVA YESHIVA RABBI CHAIM BERLIN

1605 CONEY ISLAND AVENUE
BROOKLYN,NY11230 		NONE PC GENERAL OPERATING SUPPORT 5,000

MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY101634777 		NONE PC GENERAL OPERATING SUPPORT 50,000

NATIONAL BLACK EMPOWERMENT COUNCIL

616 CONCORD LAKE CIRCLE SE
SMYRNA,GA30082 		NONE PC GENERAL OPERATING SUPPORT 150,000

NATIONAL COUNCIL OF JEWISH WOMEN

2055 L ST NW SUITE 650
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 50,000

NAVY SEAL FOUNDATION

1619 D STREET BLDG 5326
VIRGINIA BEACH,VA23459 		NONE PC GENERAL OPERATING SUPPORT 100,000

NEW 42ND STREET THE

229 W 42ND ST
NEW YORK,NY10036 		NONE PC GENERAL OPERATING SUPPORT 5,000

NEW YORK CITY LIONS YOUTH FOOTBALL LEAGUE

173 EAST 74TH STREET APT 4C
NEW YORK,NY10021 		NONE PC GENERAL OPERATING SUPPORT 2,500

NEW YORK CITY POLICE FOUNDATION INC

555 FIFTH AVENUE 15TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 15,000

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC GENERAL OPERATING SUPPORT 10,000

NEW YORK JETS FOUNDATION

610 FIFTH AVENUE SECOND FLOOR
NEW YORK,NY10020 		NONE PC GENERAL OPERATING SUPPORT 10,000

ONETABLE

228 PARK AVENUE SOUTH SUITE 77191
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 18,000

OPENDOR MEDIA

11110 W OAKLAND PARK BLVD SUITE 288
SUNRISE,FL33351 		NONE PC GENERAL OPERATING SUPPORT 50,000

PASSAGES AMERICA ISRAEL

2185 S MAIN STREET
NAPERVILLE,IL60540 		NONE PC GENERAL OPERATING SUPPORT 250,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVENUE 15TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 225,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 10,000

PHYSICIANS FOR REPRODUCTIVE HEALTH

1430 BROADWAY FLOOR 16 SUITE 1614
NEW YORK,NY10018 		NONE PC GENERAL OPERATING SUPPORT 10,000

PREP FOR PREP

328 WEST 71ST STREET
NEW YORK,NY10023 		NONE PC GENERAL OPERATING SUPPORT 250,000

PROVIDE INC

47 THORNDIKE STREET
CAMBRIDGE,MA02141 		NONE PC GENERAL OPERATING SUPPORT 10,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		NONE PC GENERAL OPERATING SUPPORT 50,000

QUEENS LIBRARY FOUNDATION

89-11 MERRICK BLVD
JAMAICA,NY11432 		NONE PC GENERAL OPERATING SUPPORT 25,000

RABBI SACKS LEGACY GROUP

1441 BROADWAY SUITE 6071
NEW YORK,NY10018 		NONE PC GENERAL OPERATING SUPPORT 25,000

RED TENT FUND

2020 PENNSYLVANIA AVE NW 264
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 25,000

REPAIR THE WORLD

1460 BROADWAY
NEW YORK,NY10036 		NONE PC GENERAL OPERATING SUPPORT 50,000

RIVERDALE COUNTRY SCHOOL

5250 FIELDSTON ROAD
BRONX,NY10471 		NONE PC GENERAL OPERATING SUPPORT 190,000

SEFARIA

228 PARK AVENUE SOUTH SUITE 79262
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 125,000

SHALEM FOUNDATION

845 THIRD AVENUE 6TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 100,000

SHMITAH FUND (SAVE A FARM FUND)

4 CAMBERRA DRIVE SUFFERN
NEW YORK,NY10901 		NONE PC GENERAL OPERATING SUPPORT 10,000

SHUL OF BAL HARBOUR

9540 COLLINS AVENUE
SURFSIDE,FL33154 		NONE PC GENERAL OPERATING SUPPORT 100,000

SINAI SCHOOLS

240 FRISCH COURT SUITE 100
PARAMUS,NJ07652 		NONE PC GENERAL OPERATING SUPPORT 50,000

SIXPOINT

4905 34TH STREET SOUTH SUITE 412
SAINT PETERSBURG,FL33711 		NONE PC GENERAL OPERATING SUPPORT 355,000

SPHERE INC

PO BOX 1136
RIDGEFIELD,CT06877 		NONE PC GENERAL OPERATING SUPPORT 5,000

SPONSORS FOR EDUCATIONAL OPPORTUNITY

55 EXCHANGE PLACE SUITE 601
NEW YORK,NY10005 		NONE PC GENERAL OPERATING SUPPORT 25,000

SUCCESS ACADEMY CHARTER SCHOOLS

95 PINE ST FLOOR 6
NEW YORK,NY10005 		NONE PC GENERAL OPERATING SUPPORT 275,000

TABLET MAGAZINE

PO BOX 20079
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 1,270,000

TAMID ISRAEL INVESTMENT GROUP

625 KENMOOR AVE SE STE 350 45052
GRAND RAPIDS,MI49546 		NONE PC GENERAL OPERATING SUPPORT 50,000

TEACH FOR AMERICA - NEW YORK

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL OPERATING SUPPORT 250,000

TIKVAH FUND

165 EAST 56TH STREET 4TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 25,000

TONY BLAIR FOUNDATION

237 W 35TH STREET SUITE 1101
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 50,000

TRIBE OF NOVA FOUNDATION

500 COMMERCIAL STREET/SUITE 4R
BOSTON,MA02109 		NONE PC GENERAL OPERATING SUPPORT 50,000

UJA FEDERATION OF NEW YORK

130 E 59TH STREET SUITE 929B
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 1,100,000

UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA

40 RECTOR STREET 4TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL OPERATING SUPPORT 100,000

UNIVERSITY OF CHICAGO CRIME LAB

33 N LASALLE ST SUITE 1600
CHICAGO,IL60602 		NONE PC GENERAL OPERATING SUPPORT 25,000

UPSTREAM USA

2 OLIVER STREET SUITE 402
BOSTON,MA02109 		NONE PC GENERAL OPERATING SUPPORT 10,000

WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 25,000

WESTERN WALL HERITAGE FOUNDATION

135 WEST 52ND STREET - 10D
NEW YORK,NY10019 		NONE PC GENERAL OPERATING SUPPORT 25,000

YESHIVA UNIVERSITY

500 WEST 185TH STREET BH 725
NEW YORK,NY10033 		NONE PC GENERAL OPERATING SUPPORT 650,000

YOUNG LIVES REDEEMED

1105 E COMMONWEALTH AVE STE A2
FULLERTON,CA92831 		NONE PC GENERAL OPERATING SUPPORT 15,000
Total .................................right arrow 3a 16,154,273
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 3,468,624  
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 .....     14 237  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,543,976  
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 9,012,837 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,012,837
(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:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,846 4,423   4,423

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Name of Bond End of Year Book Value End of Year Fair Market Value
895,000 SHRS WACHOVIA MORTGAGE LOAN TRUST 2006 AMN1 CL A1 7,221 7,221
1,800,000 SHRS BEAR STEARNS ALT-A TRUST 2006-1 CL 21A2 79,769 79,769
1,100,000 SHR CITIGROUP MORTGAGE LOAN TRUST SER 07-6 CL 1A1A 66,707 66,707
1,000,000 SHRS RESIDENTIAL ACCREDIT LOAN INC 2006 A1 49,222 49,222
490,000 SHRS MASTER ADJUSTABLE RATE MORTGAGE TR.SER 2007-R5 21,651 21,651

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Name of Stock End of Year Book Value End of Year Fair Market Value
880 SHRS INTUIT INC 553,080 553,080
4,465 SHRS MICROSOFT CORP 1,881,998 1,881,998

TY 2024 InvestmentsOtherSchedule2
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INV.IN ARES INSURANCE PARTNERS LP AT COST 40,832,682 40,832,682
INV.IN THIRD POINT ULTRA LTD (30,529 SHRS) AT COST 77,826,548 77,826,548

TY 2024 LegalFeesSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 68,429 0   68,429


TY 2024 OtherDecreasesSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Description Amount
OTHER ADJUSTMENTS 2,274,615


TY 2024 OtherExpensesSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 7,604 7,604   0
MEMBERSHIP REGISTRATION FEES 11,093 0   11,093
OTHER MISCELLANEOUS 2,314 0   0
INSURANCE 3,191 0   3,191
ENTERTAINMENT 2,678 0   2,678
MEALS 1,350 0   1,350
ARES INSURANCE PARTNERS - PORTFOLIO DEDUCTIONS 127,690 127,690   0


TY 2024 OtherIncomeSchedule2
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
12/31/24 0 0 0
ARES INSURANCE PARTNERS 237 237 237


TY 2024 OtherIncreasesSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Description Amount
UNREALIZED GAIN OR LOSS 16,549,881
PAID IN CAPITAL 1,354,312


TY 2024 OtherProfessionalFeesSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 299,024 0   299,024


TY 2024 TaxesSchedule
Name:
THE MARGARET AND DANIEL LOEB FOUNDATION
EIN:
52-2251371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 59,325 0   0