DAMIAL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DAMIAL FOUNDATION INC (EIN 13-3693581)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-23
- IRS object ID
- 202601749349100110
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-23T09:11:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020651438 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TFMG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133693581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAMIAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAMI | BusinessNameControlTxt |
| Phone | 2125212930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 Fifth Avenue 12Th Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R TISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125212930 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Emmanuel Arthur | PreparerPersonNm |
| PTIN | P01859415 | PTIN |
| Phone | 2125212975 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,631,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,946,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,518,096 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,518,096 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $261,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $261,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,486,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,277,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,486,472 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,728 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,266,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,265,881 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $295,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,935,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,935,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,230,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,935,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,035,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,264,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,793,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,942,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,942,970 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,614,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,992,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,688,310 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $67,408,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,935,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,631,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $67,408,259 | CapitalStockBOYAmt |
| Capital Stock EOY | $70,935,447 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,408,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,935,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,408,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,935,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,408,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,035,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $79,444,115 | SubtotalAmt |
| Other Decreases | $8,508,668 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,935,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 7,500 SHS LOEWS CORP. | 1974-01-11 | 2025-07-18 | $695,550 | $1 | $695,549 | $695,549 |
| 7,500 SHS LOEWS CORP. | 1974-01-11 | 2025-07-18 | $698,217 | $1 | $698,216 | $698,216 |
| 3,000 SHS LOEWS CORP. | 1974-01-11 | 2025-08-05 | $280,170 | $1 | $280,169 | $280,169 |
| 11,000 SHS LOEWS CORP. | 1974-01-11 | 2025-08-06 | $1,035,060 | $2 | $1,035,058 | $1,035,058 |
| 6,000 SHS LOEWS CORP. | 1974-01-11 | 2025-08-13 | $569,640 | $1 | $569,639 | $569,639 |
| 3,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-04 | $292,770 | $1 | $292,769 | $292,769 |
| 4,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-11 | $391,760 | $1 | $391,759 | $391,759 |
| 1,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-12 | $98,240 | $98,240 | $98,240 | |
| 1,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-12 | $98,240 | $98,240 | $98,240 | |
| 10,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-24 | $988,400 | $2 | $988,398 | $988,398 |
| 7,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-25 | $697,830 | $1 | $697,829 | $697,829 |
| 5,000 SHS LOEWS CORP. | 1974-01-11 | 2025-09-26 | $501,450 | $1 | $501,449 | $501,449 |
| 1,175 SHS LOEWS CORP. | 1974-01-11 | 2025-09-30 | $118,211 | $118,211 | $118,211 | |
| 10,825 SHS LOEWS CORP. | 1974-01-11 | 2025-10-02 | $1,095,469 | $2 | $1,095,467 | $1,095,467 |
| 3,000 SHS LOEWS CORP. | 1974-01-11 | 2025-10-03 | $305,670 | $1 | $305,669 | $305,669 |
| 4,000 SHS LOEWS CORP. | 1974-01-11 | 2025-10-03 | $408,960 | $1 | $408,959 | $408,959 |
| 4,000 SHS LOEWS CORP. | 1974-01-11 | 2025-10-06 | $410,560 | $1 | $410,559 | $410,559 |
| 3,000 SHS LOEWS CORP. | 1974-01-11 | 2025-10-07 | $308,970 | $1 | $308,969 | $308,969 |
| 3,000 SHS LOEWS CORP. | 1974-01-11 | 2025-10-08 | $309,870 | $1 | $309,869 | $309,869 |
| 175 SHS LOEWS CORP. | 1974-01-11 | 2025-10-09 | $18,111 | $18,111 | $18,111 | |
| 825 SHS LOEWS CORP. | 1974-01-11 | 2025-10-09 | $85,379 | $85,379 | $85,379 | |
| 4,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-11 | $414,960 | $57,513 | $357,447 | $357,447 |
| 8,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-12 | $834,720 | $115,027 | $719,693 | $719,693 |
| 4,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-13 | $419,760 | $57,513 | $362,247 | $362,247 |
| 2,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-17 | $210,480 | $28,757 | $181,723 | $181,723 |
| 3,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-19 | $316,470 | $43,135 | $273,335 | $273,335 |
| 8,403 SHS LOEWS CORP. | 1974-01-11 | 2025-11-20 | $891,236 | $120,821 | $770,415 | $770,415 |
| 6,601 SHS LOEWS CORP. | 1974-01-11 | 2025-11-21 | $705,044 | $94,911 | $610,133 | $610,133 |
| 2,996 SHS LOEWS CORP. | 1974-01-11 | 2025-11-24 | $321,441 | $43,077 | $278,364 | $278,364 |
| 9,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-25 | $971,110 | $129,405 | $841,705 | $841,705 |
| 7,000 SHS LOEWS CORP. | 1974-01-11 | 2025-11-26 | $760,830 | $100,648 | $660,182 | $660,182 |
| CAPITAL GAIN DISTRIBUTION | $17,000 | $17,000 | $17,000 | |||
| UNRECAPTURED SECTION 1250 | $5,720 | $5,720 | $5,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,486,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239,975 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239,975 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $243,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $125,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $368,728 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $128,753 | OverpaymentAmt |
| Applied To ES Tax | $128,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | BARRY L BLOOM ESQ | IndividualWithBooksNm |
| Phone | 2125212930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL R TISCH | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | PRESIDENT,DIRECTOR | 0.00 | $0 | $0 | $0 |
| BONNIE J TISCH | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | SENIOR VICE PRESIDENT, DIR | 0.00 | $0 | $0 | $0 |
| ALAN H HIRSCHFELD | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BARRY L BLOOM | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,929,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,279,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,208,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,208,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,398,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,810,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,590,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,590,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239,975 | TotalTaxAmt |
| Distributable Before Adj | $4,350,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,350,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,350,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,935,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,935,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,350,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,100,750 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,929,845 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,424,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,858,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,313,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,935,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,350,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,584,438 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,898,046 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,898,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,100,750 | ExcessFromYear4Amt |
| Excess From Year3 | $2,929,845 | ExcessFromYear3Amt |
| Excess From Year2 | $3,424,581 | ExcessFromYear2Amt |
| Excess From Year1 | $4,858,432 | ExcessFromYear1Amt |
| Excess From Current Year | $10,584,438 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Atria Research and Global Health Institute | |||||||
| 36 East 57 Street | New York | NY | 10022 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $1,000,000 |
| Brown University | |||||||
| 350 Eddy St | Providence | RI | 02903 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $1,000,000 |
| Congregation Emanu-El of the City of NY | |||||||
| 1 E 65th St | New York | NY | 10065 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $150,000 |
| Congregation Kol Ami | |||||||
| 252 Soundview Ave | White Plains | NY | 10606 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $100,000 |
| FDNY Foundation | |||||||
| 9 MetroTech Center | Brooklyn | NY | 11201 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $100,000 |
| Hebrew Union College-Jewish Institution | |||||||
| 1 W 4th Street | New York | NY | 10012 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $5,000,000 |
| Jewish Communal Fund | |||||||
| 575 Madison Avenue - Suite 703 | New York | NY | 10022 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $3,000,000 |
| New York University | |||||||
| 105 E 17th St - 4th Fl | New York | NY | 10003 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $1,500,000 |
| Richard Tucker Music Foundation | |||||||
| 1790 Broadway - Ste 715 | New York | NY | 10019 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $25,000 |
| Society of the Four Arts | |||||||
| 100 Four Arts Plaza | Palm Beach | FL | 33480 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $10,000 |
| Suffield Academy | |||||||
| PO Box 999 | Suffield | CT | 06078 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $1,500,000 |
| Tisch MS Research Center of New York | |||||||
| 521 W 57th St - 4th Fl | New York | NY | 10019 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $1,500,000 |
| Titus Special Education Advisory Group | |||||||
| 90 John Street | New York | NY | 10038 | NONE | PC | To further educational, religious, medical, cultural, societal and environmental causes. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,935,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,518,096 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,313 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,486,472 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $53,728 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,265,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $53,728 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,319,609 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND FROM PRIOR YEAR | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILMA S TISCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,946,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100,000 SHARES OF LOEWS CORPORATION COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $9,946,500 | FairMarketValueAmt |
| Received | 2025-11-04 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LANDS END INC. | $262,067 | $87,120 |
| LOEWS CORPORATION | $647,061 | $25,063,780 |
| VORNADO REALTY TRUST | $3,570,689 | $1,664,000 |
| JBG SMITH PROPERTIES | $339,629 | $170,100 |
| ALLY FINANCIAL INC. | $1,236,991 | $2,264,500 |
| ALBERTSONS COMPANIES, INC | $3,757,040 | $3,434,000 |
| SIRIUS XM HOLDINGS, INC | $1,179,000 | $999,750 |
| CHAIN BRIDGE WARRANTS | $0 | $5,060 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR FAIR MARKET VALUE TO TAX BASIS | Desc |
| Amt | $8,508,668 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $53,728 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $53,728 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILMA S TISCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARRY L BLOOM 712 FIFTH AVENUE | AddressLine1Txt |
| Address Line2 | 12TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $293,728 | $0 | $0 |
| DELAWARE ANNUAL REPORT | $25 | $25 | $0 |
| NYS FILING FEES | $1,500 | $1,500 | $0 |