ALICE M AND THOMAS J TISCH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALICE M AND THOMAS J TISCH FOUNDATION INC (EIN 13-3693582)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-15
- IRS object ID
- 202412289349100111
- Schema version
- 2023v5.1
- 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 Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T08:30:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133693582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALICE M & THOMAS J TISCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | 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 | BARRY L BLOOM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125212930 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,826,710 | 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 | $15,907,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,821 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,821 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $232,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,825,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,883,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,825,526 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,829 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,993,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,077,370 | 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 | $14,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $775 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,278,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,278,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,293,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,278,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,700,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,076,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $275,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $553,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $553,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,730,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,520,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,077,091 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $847,209 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $173,637 | OtherAssetsBOYAmt |
| Other Assets EOY | $195,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $195,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,026,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,269,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,826,710 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $15,815,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $25,265,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $15,815,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,265,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$3,788,029 | CapitalStockBOYAmt |
| Capital Stock EOY | -$13,995,343 | 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 | -$3,788,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$13,995,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,026,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,269,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$3,788,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,700,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,912,111 | SubtotalAmt |
| Other Decreases | $15,907,454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$13,995,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 SH. LOEWS CORP. | P | 1974-01-11 | 2023-12-19 | $6,883,155 | $19 | $6,883,136 | $6,883,136 |
| ESL: HOLDCO WARRANTS | P | 2020-06-17 | 2023-01-06 | $847,209 | -$847,209 | -$847,209 | |
| 60,460 SH. SEARS HOMETOWN & OUTLET STORES | P | 2011-12-31 | 2023-12-31 | $210,401 | -$210,401 | -$210,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,825,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,829 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $258,829 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $174,364 | OverpaymentAmt |
| Applied To ES Tax | $174,364 | 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 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS J TISCH | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALICE M TISCH | ||||||||
| 712 FIFTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | DIRECTOR | 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 | $46,178,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $344,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $915,923 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,439,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $22,245,769 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,193,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $377,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,815,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,240,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,240,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,465 | TotalTaxAmt |
| Distributable Before Adj | $1,156,321 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,156,321 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,156,321 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,278,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,278,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,156,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,849,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,214,661 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,610,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,848,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,953,307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,476,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,278,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,156,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,122,634 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,599,619 | 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 | $15,907,500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,692,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,157,088 | ExcessFromYear4Amt |
| Excess From Year3 | $9,610,937 | ExcessFromYear3Amt |
| Excess From Year2 | $10,848,153 | ExcessFromYear2Amt |
| Excess From Year1 | $10,953,307 | ExcessFromYear1Amt |
| Excess From Current Year | $15,122,634 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 E 42ND ST - SUITE 4507 | NEW YORK | NY | 10168 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 W 44TH ST | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| BROWN-RISD HILLEL FOUNDATION | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000,000 |
| CENTER FOR ITALIAN MODERN ART INC | |||||||
| 421 BROOME ST | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $500 |
| CHABAD OF COLLEGE HILL INC | |||||||
| 12 OLIVE ST | PROVIDENCE | RI | 02906 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $1,000,000 |
| CITIZEN'S BUDGET COMMISSION | |||||||
| 240 W 35TH ST | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| DRAWING CENTER | |||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $35,000 |
| EMPIRE CENTER FOR PUBLIC POLICY INC | |||||||
| 30 S PEARL ST - | ALBANY | NY | 12207 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $150,000 |
| FOUNDATION FOR CONTEMPORARY ARTS | |||||||
| 79 ESSEX STREET | NEW YORK | NY | 10002 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| GUILD HALL OF EAST HAMPTON | |||||||
| 158 MAIN ST | E HAMPTON | NY | 11937 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $12,500 |
| JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $500,000 |
| JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES | |||||||
| 135 W 50TH ST - 6TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $50,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE - SUITE 703 | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $12,475,000 |
| JUDD FOUNDATION | |||||||
| 101 SPRING ST | NEW YORK | NY | 10012 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| LITERACY INC | |||||||
| 5030 BROADWAY SUITE 641 | NEW YORK | NY | 10034 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 W 43RD ST | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $12,500 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $113,455 |
| NEUE GALERIE OF NEW YORK | |||||||
| 1048 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $20,000 |
| NEW ART PUBLICATIONS | |||||||
| 80 HANSON PLACE 703 | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $5,000 |
| 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. | $15,000 |
| NYU LANGONE HOSPITALS | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST - SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $25,000 |
| SEVENTH REGIMENT ARMORY CONSERVANCY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $15,000 |
| SOLDIERS SAVE LIVES | |||||||
| 55 DALTON ROAD | YONKERS | NY | 10701 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $400,000 |
| SOLOMON GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 154 CHRISTOPHER ST - SUITE 3D | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $10,000 |
| WORLD JEWISH CONGRESS AMERICAN SECTION | |||||||
| PO BOX 70343 | PHILADELPHIA | PA | 19176 | NONE | PC | TO FURTHER EDUCATIONAL, RELIGIOUS, MEDICAL, CULTURAL, SOCIETAL AND ENVIRONMENTAL CAUSES. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,278,955 | 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 | $19,821 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,825,526 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $8,829 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,077,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,829 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,086,199 | 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 | $15,907,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 250,000 SHARES OF LOEWS CORPORATION COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $15,907,500 | FairMarketValueAmt |
| Received | 2023-10-31 | 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 (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOFFMAN TOPCO CLASS B PREFERRED UNITS | $1,687 | $0 |
| LANDS END INC | $2,526,580 | $689,859 |
| SERITAGE GROWTH PROPERTIES CL A | $1,894,735 | $738,061 |
| AUTONATION INC | $1,337,121 | $2,676,809 |
| HOFFMAN TOPCO CLASS A UNITS | $4,759,770 | $622,572 |
| LOEWS CORPORATION | $145 | $54,349,790 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRANSFORM HOLDCO RECEIVABLE | $105,965 | $105,965 | $105,965 |
| TRANSFORM HOLDCO TERM LOAN TRANCHE 4 | $67,672 | $89,815 | $89,815 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF FMV | Desc |
| Amt | $15,907,454 | 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 | $8,829 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,829 | 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 TAXES | $13,829 | $0 | $0 |
| NEW YORK STATE FILING FEES | $750 | $750 | $0 |
| DELAWARE ANNUAL REPORT FEES | $25 | $25 | $0 |