STEPHEN A SCHWARZMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: STEPHEN A SCHWARZMAN FOUNDATION (EIN 47-4634539)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-12
IRS object ID: 202533169349102673
Schema version: 2024v5.2
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Liquidation Explanation Stmt
Legal Fees 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	2025-11-12T13:28:55-06:00	ReturnTs
Tax Period End	2024-12-31	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	2024-01-01	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	2025-11-12	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	CINDY FEDER	PreparerPersonNm
PTIN	P01342030	PTIN
Phone	2129498700	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	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	$65,328,451	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	$20,415,885	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$1,012,650	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,012,650	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,612,540	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$39,199,868	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$10,182,340	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$18,774	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$18,774	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$25,059,849	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,213,764	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$710,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$7,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$702,500	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$281,531	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$281,531	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$44,648	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$44,648	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$533,972	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$533,972	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$12,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$12,600	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$670,803	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$3,873	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$666,930	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$365,840	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	$92,819	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$92,819	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$61,667	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$61,667	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,776,294	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$11,373	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,396,667	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$76,054,235	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$76,054,235	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$78,830,529	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$11,373	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$78,450,902	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$53,770,680	ExcessRevenueOverExpensesAmt
Net Investment Income	$11,202,391	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$220,514	CashBOYAmt
Cash EOY	$370,207	CashEOYAmt
Cash EOYFMV	$370,207	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$7,734,176	SavAndTempCashInvstBOYAmt
Corporate Stock BOY	$97,523,712	CorporateStockBOYAmt
Corporate Stock EOY	$64,954,965	CorporateStockEOYAmt
Corporate Stock EOYFMV	$64,954,965	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$12,069	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,790	LandBldgEquipAccumDeprecAmt
Land BOY	$5,692	LandBOYAmt
Land EOY	$3,279	LandEOYAmt
Land EOYFMV	$3,279	LandEOYFMVAmt
Total Assets BOY	$105,484,094	TotalAssetsBOYAmt
Total Assets EOY	$65,328,451	TotalAssetsEOYAmt
Total Assets EOYFMV	$65,328,451	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$105,484,094	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$65,328,451	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$105,484,094	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$65,328,451	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$105,484,094	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$65,328,451	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$105,484,094	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$53,770,680	ExcessRevenueOverExpensesAmt
Other Increases	$13,615,037	OtherIncreasesAmt
Subtotal	$65,328,451	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$65,328,451	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITIES	D	$15,549,986	$7,160,650	$8,389,336	$8,389,336
MARKETABLE SECURITIES	P	$23,649,882	$21,856,878	$1,793,004	$1,793,004

Field	Value	IRS element (for citing)
Capital Gain Net Income	$10,182,340	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$155,713	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$155,713	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$155,713	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$160,809	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$300,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$460,809	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$305,096	OverpaymentAmt
Applied To ES Tax	$305,096	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	Yes (1)	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 (8 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
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	TREASURER	8.00	$150,000	$0	$0
PAUL A WHITE
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	ASSISTANT TREASURER	1.00	$0	$0	$0
JENNY ZOU
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	SECRETARY	1.00	$0	$0	$0
STEVEN MNUCHIN
C/O THE FOUNDATION 345 PARK AVENUE	NEW YORK	NY	10154	DIRECTOR	1.00	$0	$0	$0
RAFAEL REIF
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	22.00	$560,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
MOLLY TILTON
345 PARK AVENUE	NEW YORK	NY	10154	PROGRAM MANAGER	40.00	$191,031	$5,000	$21,852
KILEY PHELAN
345 PARK AVENUE	NEW YORK	NY	10154	PROGRAM MANAGER	40.00	$90,500	$0	$5,495

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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	$533,972
ARTS MANAGER LLC
1300 PENNSYLVANIA AVE	WASHINGTON	DC	20004	PROGRAMMATIC CONSULTING	$494,595
FIL INC
9165 KEY COMMONS COURT	MANASSAS	VA	20110	PROGRAMMATIC CONSULTING	$154,500

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	$83,667,625	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,728,407	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$85,396,032	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$85,396,032	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,280,940	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$84,115,092	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,205,755	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,205,755	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$155,713	TaxBasedOnInvestmentIncomeAmt
Total Tax	$155,713	TotalTaxAmt
Distributable Before Adj	$4,050,042	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,050,042	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,050,042	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$78,450,902	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$78,450,902	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,050,042	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$40,622,946	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$56,341,160	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$64,220,989	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$78,540,133	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$69,499,662	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$309,224,890	TotalExcessDistributionCyovAmt
Qualifying Distributions	$78,450,902	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,050,042	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$74,400,860	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$383,625,750	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	$40,622,946	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$343,002,804	ExcessDistriCyovToNextYrAmt
Excess From Year4	$56,341,160	ExcessFromYear4Amt
Excess From Year3	$64,220,989	ExcessFromYear3Amt
Excess From Year2	$78,540,133	ExcessFromYear2Amt
Excess From Year1	$69,499,662	ExcessFromYear1Amt
Excess From Current Year	$74,400,860	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 (18 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 ASSOCIATES OF THE NATIONAL
600 FIFTH AVENUE	NEW YORK	NY	10020	NONE	PC	SUPPORT FUNDING OF THE THEATRE'S STAGE AND BACKSTAGE FACILITIES AND TECHNICAL INFRASTRUCTURE	$2,040,160
ANIT-DEFAMATION LEAGUE
605 THIRD AVENUE	NEW YORK	NY	10158	NONE	PC	SUPPORT ADL'S EFFORTS TO COMBAT ANTISEMITISM, COUNTERING EXTREMISM, AND BATTLING BIGOTRY	$430,440
ASIA SOCIETY
725 PARK AVENUE	NEW YORK	NY	10021	NONE	PC	GENERAL SUPPORT	$1,238,588
CHAPEL YORK US FOUNDATION INC
155 E 44TH STREET FL 6 SUITE 34	NEW YORK	NY	10017	NONE	PC	SUPPORT CONSTRUCTION OF THE GOODWOOD ART FOUNDATION, FOR PRESENTATION OF INTERNATIONAL ART AND EDUCATIONAL PROGRAMS	$3,988,467
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREET	NEW YORK	NY	10065	NONE	PC	SUPPORT THE RICHARD HAAS CENTER FOR EDUCATION	$557,992
FRIENDS OF FONDATION DE FRANCE INC
31 WEST 34TH STREET 7TH FL 7010	NEW YORK	NY	10001	NONE	PC	SUPPORT THE FASHION AND TEXTILE RESTORATION FUND FOR THE MUSEE DES ARTS DECORATIFS	$250,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE SUITE 1800	NEW YORK	NY	10022	NONE	PC	ESTABLISH A SCHOLARSHIP PROGRAM FOR STUDENTS IN THE CLASS OF 2033 AT CHRIST THE KING SCHOOL-THE BRONX	$135,859
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE SUITE 1800	NEW YORK	NY	10022	NONE	PC	SUPPORT TRANSITIONAL SCHOLARSHIIPS TO QUALIFYING STUDENTS ENROLLED IN ARCHDIOCESE SCHOOLS	$2,552,732
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE SUITE 1800	NEW YORK	NY	10022	NONE	PC	SUPPORT EMERGENCY TUITION ASSISTANCE	$742,106
MASSACHUSETTS INSTITUTE OF TECHNOLO
600 MEMORIAL DRIVE THIRD FLOOR	CAMBRIDGE	MA	021394819	NONE	PC	SUPPORT A BUILDING FOCUSED ON PROMOTING THE APPLICATION OF ARTIFICIAL INTELLIGENCE	$25,585,153
NATIONAL COMMITTEE ON US-CHINA RELA
6 EAST 43RD STREET FLOOR 24	NEW YORK	NY	10017	NONE	PC	GENERAL SUPPORT	$459,238
PALM BEACH COUNTY FOOD BANK
701 BOUTWELL RD	LAKE WORTH	FL	33461	NONE	PC	SUPPORT THE WEEKEND FOOD FOR KIDS PROGRAM	$1,209,500
RHODES TRUST
				NONE	PC	SUPPORT CONSTRUCTION OF NEW CONVENING CENTRE FOYER AT RHODES HOUSE NAMED SIR JOHN AND LADY HOOD HALL	$159,599	SOUTH PARKS ROAD	OXFORD	UK	OX1 3RG
THE FRICK COLLECTION
1 EAST 70TH STREET	NEW YORK	NY	10021	NONE	PC	GENERAL SUPPORT	$464,354
THE FRICK COLLECTION
1 EAST 70TH STREET	NEW YORK	NY	10021	NONE	PC	SUPPORT CONSTRUCTION OF STATE-OF-THE-ART AUDITORIUM	$7,314,178
UNIVERSITY OF OXFORD
				NONE	PC	SUPPORT A NEW CENTER OF ACADEMIC, CULTURAL AND ETHICAL INQUIRY	$22,979,700	GIFT REGISTRY UNIVERSITY OFFICES	WELLINGTON SQUARE OXFORD	UK	OX1 2JD
UNIVERSITY OF OXFORD
				NONE	PC	SUPPORT THE INSTITUTE FOR ETHICS IN AI TO SUPPPORT AN ACCELERATOR FELLOWSHIP PROGRAM	$3,340,591	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	$2,605,578

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$76,054,235	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	$1,012,650	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$18,774	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,612,540	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,643,964	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,643,964	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	$20,415,885	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	$20,415,885	FairMarketValueAmt
Received	2024-12-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	EISNER ADVISORY GROUP LLC	CategoryTxt
Amt	$12,600	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12,600	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES CORE S&P 500 ETF	$19,697,233	$19,697,233
SPDR S&P 500 ETF	$14,253,465	$14,253,465
VANGUARD TOTAL STOCK MARKET ETF	$9,172,486	$9,172,486
INVESCO QQQ TRUST ETF	$8,777,819	$8,777,819
SMEAD VALUE FUND	$5,019,857	$5,019,857
NETFLIX INC.	$3,862,981	$3,862,981
DODGE & COX STOCK FUND	$2,289,003	$2,289,003
INTUITIVE SURGICAL INC.	$1,329,954	$1,329,954
CHIPOTLE MEXICAN GRILL INC.	$552,167	$552,167

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	$8,790	AccumulatedDepreciationAmt
Book Value	$3,279	BookValueAmt
EOYFMV	$3,279	EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	DURING 2024, THE FOUNDATION RECEIVED FEWER CONTRIBUTIONS THAN IN PRIOR YEARS. NONETHELESS, THE FOUNDATION CONTINUED ITS SIGNIFICANT GRANTMAKING ACTIVITIES IN FURTHERANCE OF ITS CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION REALIZED A SUBSTANTIAL CONTRACTION OF THE FAIR MARKET VALUE OF ITS NET ASSETS AT THE BEGINNING OF THE YEAR AS A RESULT OF THESE CIRCUMSTANCES. THE FOUNDATION HAS NO PLANS FOR LIQUIDATION, DISSOLUTION OR TERMINATION.	ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	SIMPSON THACHER & BARTLETT LLP	CategoryTxt
Legal Fees	$533,972	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$533,972	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$49,504	$0	$49,504
INFORMATION TECHNOLOGY COSTS	$8,974	$0	$8,974
STATE REGISTRATION FEES	$1,500	$0	$1,500
SUBSCRIPTION EXPENSES	$999	$0	$999
OTHER EXPENSES	$690	$0	$690

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FOREIGN CURRENCY EXCHANGE GAIN	Desc
Revenue And Expenses Per Books	$18,774	RevenueAndExpensesPerBooksAmt
Net Investment Income	$18,774	NetInvestmentIncomeAmt
Adjusted Net Income	$18,774	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAIN ON DONATED INVESTMENTS	$7,337,562
UNREALIZED GAIN ON INVESTMENTS	$6,277,475

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATIONS CONSULTING	$506,794	$0	$506,794
FOCUS GROUP CONSULTING	$154,500	$0	$154,500
PHILANTHROPIC STRATEGY CONSULTING	$5,014	$0	$5,014
INVESTMENT FEES	$3,873	$3,873	$0
OTHER PROFESSIONAL FEES	$622	$0	$622

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAXES	CategoryTxt
Amt	$365,840	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt