STEPHEN A SCHWARZMAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: STEPHEN A SCHWARZMAN FOUNDATION (EIN 47-4634539)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202403179349102300
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
Accounting Fees Schedule
Employee Compensation Expln
Investments Corp Stock Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T11:49:13-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	871353108	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EISNER ADVISORY GROUP LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	733 THIRD AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172703	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	474634539	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEPHEN A SCHWARZMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STEP	BusinessNameControlTxt
Phone	2125835794	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	345 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10154	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN MAGLIANO	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2125835794	PhoneNum
Signature	2024-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GINA RACHEL	PreparerPersonNm
PTIN	P01216293	PTIN
Phone	2129498700	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$105,484,094	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$123,653,413	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$1,363,504	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,363,504	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,165,224	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$49,480,562	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$20,271,583	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$52,512	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,535	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$127,129,629	TotalRevAndExpnssAmt
Total Net Invst Incm	$21,636,622	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$990,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$7,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$982,500	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$550,257	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$550,257	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$43,327	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$43,327	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$654,591	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$654,591	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$21,001	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$21,001	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$468,320	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,063	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$458,257	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$146,266	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$2,414	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$92,248	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$92,248	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$146,341	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$79,593	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,114,765	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$17,563	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,881,774	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$70,040,791	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$70,040,791	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$73,155,556	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$17,563	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$72,922,565	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$53,974,073	ExcessRevenueOverExpensesAmt
Net Investment Income	$21,619,059	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$224,019	CashBOYAmt
Cash EOY	$220,514	CashEOYAmt
Cash EOYFMV	$220,514	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,812,288	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$7,734,176	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$7,734,176	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$36,554,908	CorporateStockBOYAmt
Corporate Stock EOY	$97,523,712	CorporateStockEOYAmt
Corporate Stock EOYFMV	$97,523,712	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$12,069	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$6,377	LandBldgEquipAccumDeprecAmt
Land BOY	$8,106	LandBOYAmt
Land EOY	$5,692	LandEOYAmt
Land EOYFMV	$5,692	LandEOYFMVAmt
Other Assets BOY	$66,748	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$39,666,069	TotalAssetsBOYAmt
Total Assets EOY	$105,484,094	TotalAssetsEOYAmt
Total Assets EOYFMV	$105,484,094	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$39,666,069	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$105,484,094	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$39,666,069	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$105,484,094	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$39,666,069	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$105,484,094	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$39,666,069	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$53,974,073	ExcessRevenueOverExpensesAmt
Other Increases	$11,843,952	OtherIncreasesAmt
Subtotal	$105,484,094	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$105,484,094	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITIES	$38,648,150	$17,695,373	$20,952,777	$20,952,777
MARKETABLE SECURITIES	$10,832,412	$11,513,606	-$681,194	-$681,194

Field	Value	IRS element (for citing)
Capital Gain Net Income	$20,271,583	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$300,505	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$300,505	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$300,505	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$201,314	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$150,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$351,314	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$50,809	OverpaymentAmt
Applied To ES Tax	$50,809	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	Yes (1)	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	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JOHN MAGLIANO	IndividualWithBooksNm
Phone	2125835794	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	345 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10154	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	Yes (1)	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	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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
STEPHEN A SCHWARZMAN
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	CHAIRMAN & DIRECTOR	1.00	$0	$0	$0
JEFFREY A ROSEN
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	VICE-CHAIRMAN & DIRECTOR	1.00	$0	$0	$0
JOHN A MAGLIANO DIR TO 22223
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	TREASURER & DIRECTOR	8.00	$150,000	$0	$0
PAUL A WHITE SEC TO 22223
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	SEC & ASSISTANT TREASURER	2.00	$0	$0	$0
JENNY ZOU AS OF 22323
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	SECRETARY	1.00	$0	$0	$0
STEVEN MNUCHIN AS OF 22323
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	DIRECTOR	1.00	$0	$0	$0
RAFAEL REIF AS OF 22323
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	DIRECTOR	1.00	$0	$0	$0
MARK E SCHWARZMAN TO 22223
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	DIRECTOR	1.00	$0	$0	$0
AMY STURSBERG
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	DIRECTOR	33.00	$840,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
MICHELLE MEYERCORD - STMT 12
345 PARK AVENUE	NEW YORK	NY	10154	FORMER DEPUTY DIRECT	0.00	$270,582	$0	$0
MOLLY TILTON
345 PARK AVENUE	NEW YORK	NY	10154	PROGRAM MANAGER	40.00	$187,634	$5,000	$20,938
KILEY PHELAN
345 PARK AVENUE	NEW YORK	NY	10154	PROGRAM MANAGER	40.00	$92,041	$0	$5,210

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SIMPSON THACHER & BARTLETT LLP
425 LEXINGTON AVENUE	NEW YORK	NY	10017	LEGAL SERVICES	$644,890
ARTS MANAGER LLC
1300 PENNSYLVANIA AVE	WASHINGTON	DC	20004	COMMUNICATIONS CONSULTING	$391,432

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$68,113,159	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$7,489,038	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$75,602,197	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$75,602,197	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,134,033	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$74,468,164	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,723,408	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,723,408	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$300,505	TaxBasedOnInvestmentIncomeAmt
Total Tax	$300,505	TotalTaxAmt
Distributable Before Adj	$3,422,903	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,422,903	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,422,903	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$72,922,565	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$72,922,565	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,422,903	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$7,287,844	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$40,622,946	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$56,341,160	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$64,220,989	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$78,540,133	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$247,013,072	TotalExcessDistributionCyovAmt
Qualifying Distributions	$72,922,565	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,422,903	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$69,499,662	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$316,512,734	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	$7,287,844	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$309,224,890	ExcessDistriCyovToNextYrAmt
Excess From Year4	$40,622,946	ExcessFromYear4Amt
Excess From Year3	$56,341,160	ExcessFromYear3Amt
Excess From Year2	$64,220,989	ExcessFromYear2Amt
Excess From Year1	$78,540,133	ExcessFromYear1Amt
Excess From Current Year	$69,499,662	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	STEPHEN A SCHWARZMAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 60TH STREET SUITE 1100	NEW YORK	NY	10018	NONE	PC	SUPPORT HUMANITARIAN RELIEF EFFORTS IN ISRAEL	$251,803
ANIMAL MEDICAL CENTER
510 E 62ND STREET	NEW YORK	NY	10065	NONE	PC	SUPPORT THE CAPITAL CAMPAIGN TO RENOVATE AND EXPAND THE CENTER'S FACILITIES	$8,400,600
ASIA SOCIETY
725 PARK AVENUE	NEW YORK	NY	10021	NONE	PC	GENERAL SUPPORT	$1,289,678
BOYS TOWN JERUSALEM FOUNDATION OF AMERICA
209 W 29TH STREET	NEW YORK	NY	10001	NONE	PC	SUPPORT TO BRING BOMB SHELTERS IN MAIN ACADEMIC BUILDINGS TO CODE	$147,551
CHAPEL & YORK US FOUNDATION INC
155 E 44TH STREET FL 6 SUITE 34	NEW YORK	NY	10017	NONE	PC	ESTABLISH THE GOODWOOD ART FOUNDATION, FOR PRESENTATION OF INTERNATIONAL ART AND EDUCATIONAL PROGRAMS	$4,237,190
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREET	NEW YORK	NY	10065	NONE	PC	SUPPORT THE RICHARD HAAS CENTER FOR EDUCATION	$205,679
FRIENDS OF UNITED HATZALAH INC
442 5TH AVENUE 1866	NEW YORK	NY	10018	NONE	PC	SUPPORT HUMANITARIAN RELIEF EFFORTS IN ISRAEL	$251,803
HARVARD BUSINESS SCHOOL
TEELE HALL SOLDIERS FIELD	BOSTON	MA	02163	NONE	PC	COMPLETION OF GRANT ESTABLISHING THE "STEPHEN A. SCHWARZMAN RESEARCH FUND ON AI IN BUSINESS"	$11,386
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE SUITE 1800	NEW YORK	NY	10022	NONE	PC	SUPPORT EMERGENCY TUITION ASSISTANCE	$729,603
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVE THIRD FLOOR	CAMBRIDGE	MA	021394819	NONE	PC	SUPPORT A BUILDING FOCUSED ON PROMOTING THE APPLICATION OF ARTIFICIAL INTELLIGENCE	$24,078,911
NATIONAL COMMITTEE ON US-CHINA RELATIONS
6 EAST 43RD STREET FLOOR 24	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$523,600
PALM BEACH COUNTY FOOD BANK
701 BOUTWELL RD	LAKE WORTH	FL	33461	NONE	PC	SUPPORT THE WEEKEND FOOD FOR KIDS PROGRAM	$1,423,520
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400	FAIRFIELD	CT	06825	NONE	PC	SUPPORT HUMANITARIAN RELIEF EFFORTS IN ISRAEL	$251,803
THE FRICK COLLECTION
1 EAST 70TH STREET	NEW YORK	NY	10021	NONE	PC	GENERAL SUPPORT	$400,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET	NEW YORK	NY	10022	NONE	PC	SUPPORT HUMANITARIAN RELIEF EFFORTS IN ISRAEL	$251,803
UNIVERSITY OF OXFORD
				NONE	PC	SUPPORT A NEW CENTER OF ACADEMIC, CULTURAL AND ETHICAL INQUIRY	$22,878,000	GIFT REGISTRY UNIVERSITY OFFICES	WELLINGTON SQUARE OXFORD	UK	OX1 2JD
UNIVERSITY OF OXFORD
				NONE	PC	SUPPORT THE INSTITUTE FOR ETHICS IN AI TO ESTABLISH AN ACCELERATOR FELLOWSHIP PROGRAM	$545,599	GIFT REGISTRY UNIVERSITY OFFICES	WELLINGTON SQUARE OXFORD	UK	OX1 2JD
USA TRACK & FIELD FOUNDATION
217 NORTH LINCOLN AVENUE	SALEM	OH	44460	NONE	PC	SUPPORT U.S. TRACK & FIELD ATHLETES AT WORLD CHAMPIONSHIPS & OLYMPIC COMPETITIONS	$2,795,050
USO FOUNDATION
2111 WILSON BLVD SUITE 1200	ARLINGTON	VA	222013052	NONE	PC	SUPPORT INFRASTRUCTURE & PROGRAM RESOURCES FOR SERVICE MEMBERS AND THEIR FAMILIES IN EUROPE	$1,367,212

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$70,040,791	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,363,504	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,165,224	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	-$52,512	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,476,216	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,476,216	TotalIncomeProducingActyAmt

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	STEPHEN A SCHWARZMAN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	345 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10154	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$123,653,413	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	DONATED MARKETABLE SECURITIES	NoncashPropertyDesc
Fair Market Value	$123,653,413	FairMarketValueAmt
Received	2023-12-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	EISNER ADVISORY GROUP LLC	CategoryTxt
Amt	$21,001	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$21,001	DisbursementsCharitablePrpsAmt

Employee Compensation Expln EmployeeCompensationExpln

Employee Comp Explanation EmployeeCompExplanationGrp

Field	Value	IRS element (for citing)
Employee	MICHELLE MEYERFORD	EmployeeNm
Explanation	MS. MEYERCORD SEPARATED FROM THE FOUNDATION IN 2022. IN ACCORDANCE WITH HER SEPARATION AGREEMENT, SHE WAS ENTITLED TO A SEVERANCE PAYMENT THAT WAS PAID IN 2023. SEE PART VII, LINE 2.	ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AQR LARGE CAP DEFENSIVE STYLE FUND	$3,220,556	$3,220,556
INVESCO QQQ TRUST ETF	$12,114,421	$12,114,421
INVESCO S&P 500 EQUIAL WEIGHT ETF	$10,110,246	$10,110,246
ISHARES CORE S&P 500 ETF	$28,337,788	$28,337,788
SPDR S&P 500 ETF	$11,559,539	$11,559,539
VANGUARD DIVIDEND APPRECIATION ETF	$14,008,584	$14,008,584
VANGUARD TOTAL STOCK MARKET ETF	$11,481,448	$11,481,448
AMERICAN CENTURY ULTRAFUND	$6,691,130	$6,691,130

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER EQUIPMENT	CategoryOrItemTxt
Cost Or Other Basis	$12,069	CostOrOtherBasisAmt
Accumulated Depreciation	$6,377	AccumulatedDepreciationAmt
Book Value	$5,692	BookValueAmt
EOYFMV	$5,692	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SIMPSON THACHER & BARTLETT LLP	$644,890	$0	$644,890
MORRIS NICHOLS ARSHT AND TENNELL LLP	$9,701	$0	$9,701

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	WEBSITE COSTS, NET	Desc
BOY Book Value	$66,748	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$51,552	$0	$51,552
WEBSITE AMORTIZATION	$66,748	$0	$0
INFORMATION TECHNOLOGY COSTS	$21,672	$0	$21,672
SUBSCRIPTION EXPENSES	$2,622	$0	$2,622
STATE REGISTRATION FEES	$750	$0	$750
OTHER EXPENSES	$2,997	$0	$2,997

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN CURRENCY EXCHANGE (LOSS)/GAIN	$0	$1,535	$0
	-$52,512		-$52,512

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAIN ON INVESTMENTS	$9,902,155
UNREALIZED GAIN ON DONATED INVESTMENTS	$1,941,797

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATIONS CONSULTING	$394,221	$0	$394,221
PHILANTHROPIC STRATEGY CONSULTING	$47,625	$0	$47,625
INVESTMENT FEES	$10,063	$10,063	$0
ARCHIVAL VIDEO PRODUCTION COSTS	$16,411	$0	$16,411

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAXES	CategoryTxt
Amt	$146,266	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt