Nonprofit · EIN 52-2251371
THE MARGARET AND DANIEL LOEB FOUNDATION
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,012,837 | $16,858,113 | -$7,845,276 | $167,433,237 | $0 | $167,433,237 |
| December 31, 2023 | 990-PF (amended) | $4,367,068 | $9,837,381 | -$5,470,313 | $164,884,000 | $5,235,065 | $159,648,935 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,468,624
- Net gain from sales of assets
- $5,543,976
- Other income
- $237
Expenses
- Grants and similar amounts paid
- $16,231,624
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $16,656,757
- Excise tax on investment income
- $123,336
Balance sheet and other
- Total assets, start of year
- $164,884,000
- Total assets, end of year
- $167,433,237
- Total liabilities, end of year
- $0
- Net assets, end of year
- $167,433,237
- Fair market value of assets
- $167,433,237
- Qualifying distributions
- $16,656,757
- Net investment income
- $9,012,837
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL S LOEB 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | DIR/PRES. | 2 | $0 |
| CARTER POTTASH 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | DIRECTOR | 0.5 | $0 |
| MARGARET M LOEB 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | DIRECTOR | 2 | $0 |
| NICOLE NADAL 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | TREASURER | 2 | $0 |
| ELISSA DOYLE 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL S LOEB 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | DIR/PRES. | 2 | $0 |
| CARTER POTTASH 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | DIRECTOR | 0.5 | $0 |
| MARGARET M LOEB 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | DIRECTOR | 2 | $0 |
| NICOLE NADAL 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | TREASURER | 2 | $0 |
| ELISSA DOYLE 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001 | SECRETARY | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 55 HUDSON YARDS 51ST FLOOR, NEW YORK, NY 10001-2163
- In care of
- % DANIEL S LOEB
- Signed the 990-PF
- DANIEL S LOEB, TREASURER
- Phone
- (212) 715-6763
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-2251371
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $167,433,237
- Income (IRS master file)
- $9,077,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,012,837 | $16,858,113 | $167,433,237 | XML |
| 990-PF | December 2023 | $4,367,068 | $9,837,381 | $164,884,000 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2251371).
Questions about THE MARGARET AND DANIEL LOEB FOUNDATION
- What is the EIN of THE MARGARET AND DANIEL LOEB FOUNDATION?
- The employer identification number (EIN) of THE MARGARET AND DANIEL LOEB FOUNDATION is 52-2251371.
- Is THE MARGARET AND DANIEL LOEB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE MARGARET AND DANIEL LOEB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MARGARET AND DANIEL LOEB FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MARGARET AND DANIEL LOEB FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MARGARET AND DANIEL LOEB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE MARGARET AND DANIEL LOEB FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE MARGARET AND DANIEL LOEB FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,012,837, expenses of $16,858,113 and total assets of $167,433,237 at year end.
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