THE TEPPER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-09-27
- IRS object ID
- 202432719349100803
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-27T09:04:30-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223500313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEPPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEPP | BusinessNameControlTxt |
| Phone | 9737017000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO APPALOOSA 51 JFK PKWY 250B | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A TEPPER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9737017000 | PhoneNum |
| Signature | 2024-09-26 | 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 | DAVID M CHERILL | PreparerPersonNm |
| PTIN | P00947291 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,327,210,861 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $193,007,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,542,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,542,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,808,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,631,875 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,646,714 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $197,392,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,223,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $429,166 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $429,166 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $716,267 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $716,267 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $431,091 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $431,091 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,832 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,833 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,652 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,326 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,326 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,521,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,521,261 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,650 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $78,322 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,322 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $88,960 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,960 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $294,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $294,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,698,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,596,726 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,331,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,331,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,030,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,928,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $128,362,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,183,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,755 | CashBOYAmt |
| Cash EOY | $81,097 | CashEOYAmt |
| Cash EOYFMV | $81,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,442,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,356,094 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,356,094 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $74,247,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,200,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,432,488 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $486,786,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $657,153,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,264,324,202 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $750,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,980 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $567,323,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $704,808,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,327,210,861 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $330,519 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $15,075 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,075 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,075 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $345,594 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $567,308,704 | CapitalStockBOYAmt |
| Capital Stock EOY | $704,462,756 | 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 | $567,308,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $704,462,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $567,323,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $704,808,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $567,308,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $128,362,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,791,847 | OtherIncreasesAmt |
| Subtotal | $704,462,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $704,462,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-10-12 | $7,610,050 | $3,972,926 | $3,637,124 | $3,637,124 | |
| BROOKFIELD RENEWABLE PARTNERS LP | 2023-11-30 | $21,825 | $12,235 | $9,590 | $9,590 | 2019-01-22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,646,714 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $85,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $117,607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $93 | EsPenaltyAmt |
| Overpayment | $31,565 | OverpaymentAmt |
| Applied To ES Tax | $31,565 | 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 | NJ | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TEPPERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID A TEPPER | IndividualWithBooksNm |
| Phone | 9737017000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O APPALOOSA 51 JFK PARKWAY STE | AddressLine1Txt |
| Address Line2 | 250B | AddressLine2Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DAVID A TEPPER | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| RANDI TEPPER | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | CEO/DIRECTOR | 40.00 | $291,666 | $67,815 | $0 |
| LAWRENCE ROGERS | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | TREASURER | 10.00 | $0 | $0 | $0 |
| BRIAN TEPPER | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CASEY TEPPER | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARC KRAMER | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANTHONY SALESI | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | CFO | 40.00 | $137,500 | $31,407 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| SHELLEY SKINNER | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | MANAGING DIRECTOR OF | 40.00 | $198,750 | $67,815 | $0 |
| JESSICA CATHERINE JOHANSEN | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | PORTFOLIO MANAGER | 40.00 | $140,000 | $21,720 | $0 |
| ROSEMARY RODRIGUEZ | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | PORTFOLIO MANAGER | 40.00 | $140,000 | $21,720 | $0 |
| KATLIN STANSFIELD | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | GRANT MANAGER | 40.00 | $113,750 | $21,720 | $0 |
| GABRIELLA H BARTH | |||||||||
| C/O APPALOOSA 51 JFK PARKWAY STE | 250B | SHORT HILLS | NJ | 07078 | PORTFOLIO ASSOCIATE | 40.00 | $68,333 | $21,720 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE MERIDIAN | |||||
| 530 5TH AVE SUITE 801 | NEW YORK | NY | 10036 | PHILANTHROPIC CONSULTING | $818,000 |
| FENTON COMMUNICATIONS INC | |||||
| 630 9TH AVE STE 910 | NEW YORK | NY | 10036 | CONSULTING | $339,152 |
| MARIAN STERN | |||||
| 308 EAST 79TH STREET APT132 | NEW YORK | NY | 10075 | CONSULTING | $120,130 |
| RIVER CROSSING STRATEGY GROUP | |||||
| 128 WEST STATE STREET 3RD FLOOR | TRENTON | NJ | 08608 | CONSULTING | $65,000 |
| 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 | $86,446,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,613,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,091,912,412 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,193,971,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,193,971,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,909,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,176,062,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,803,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,803,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85,949 | TotalTaxAmt |
| Distributable Before Adj | $58,717,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,717,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,717,170 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,928,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,928,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,717,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,964,845 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,928,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,964,845 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,963,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,753,610 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A TEPPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 180 TURNING LIVES AROUND | ||||||||
| ONE BETHANY RD BLDG 3 42 | HAZLET | NJ | 07730 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| ACTION PATHWAYS INC | ||||||||
| 316 GREEN STREET | FAYETTEVILLE | NC | 28301 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $82,125 | |
| AFFORDABLE HOUSING ALLIANCE | ||||||||
| 3535 ROUTE 66 STE 4 | NEPTUNE | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE | ||||||||
| 633 THIRD AVENUE 20TH FL | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,200,000 | |
| AMERICAN FORESTS | ||||||||
| 1220 L ST NW SUITE 750 | WASHINGTON DC | DC | 20005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET 1100 | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| AMERICAN FRIENDS OF THE SHEBA MEDICAL CENTER | ||||||||
| 575 MADISON AVE FL 10 | NEW YORK CITY | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| AMERICAN FRIENDS SERVICE CENTER | ||||||||
| 89 MARKET STREET 8TH FLOOR | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $735,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $170,000 | |
| AMERICAN JEWISH JOIN DIST COMMITTEE | ||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 | |
| AMERICAS GROW A ROW | ||||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,500,000 | |
| ATLANTIC CITY RESCUE MISSION | ||||||||
| 2009 BACHARACH BLV | ATLANTIC CITY | NJ | 08401 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| ATRIUM HEALTH FOUNDATION | ||||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| BLUE MERIDIAN | ||||||||
| 415 MADISON AVENUE | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $33,555,766 | |
| BRIDGES OUTREACH INC | ||||||||
| PO BOX 1444 | SUMMIT | NJ | 07901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $700,000 | |
| CATHEDRAL SOUP KITCHEN INC | ||||||||
| 1514 FEDERAL STREET | CAMDEN | NJ | 08105 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF NEWARK | ||||||||
| 590 N 7TH ST | NEWARK | NJ | 07107 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| CENTER FOR FOOD ACTION | ||||||||
| 192 W DEMAREST AVE | ENGLEWOOD | NJ | 07631 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $70,000 | |
| CENTER FOR ISRAEL EDUCATION | ||||||||
| 825 HOUSTON MILL RD | ATLANTA | GA | 30329 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| CENTER FOR TECHNOLOGY AND CIVIC LIFE | ||||||||
| 303 E WACKER DRIVE 2106 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| CHARLOTTE MECKLENBERG LIBRARY | ||||||||
| 310 N TRYON ST | CHARLOTTE | NC | 28202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,875,000 | |
| CITY GREEN | ||||||||
| 171 GROVR STREET | CLIFTON | NJ | 07013 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| COLLABORATORY | ||||||||
| 1505 DALMATIA DRIVE | SAN PEDRO | CA | 90732 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| COMMUNITES OF FAITH FOR HOUSING | ||||||||
| 300 BLOOMFIELD ST | HOBOKEN | NJ | 07030 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| COMMUNITY FOOD BANK OF NJ | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |
| COMMUNITY FOUNDATION OF NJ | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| COOPERMAN BARNABAS MEDICAL CENTER | ||||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| COVENANT HOUSE NEW JERSEY INC | ||||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| CRISIS TEXT LINE | ||||||||
| PO BOX 1207 | NEW YORK | NY | 10113 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |
| CUMACECHO INC | ||||||||
| PO BOX 2721 | PATERSON | NJ | 07509 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $90,000 | |
| DONORS CHOOSE | ||||||||
| 134 WEST 37TH STREET - 11FL | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| ELIZABETH COALITION TO HOUSE THE HOMELESS INC | ||||||||
| 118 DIVISION ST | ELIZABETH | NJ | 07201 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $45,000 | |
| EVA'S VILLAGE INC | ||||||||
| 393 MAIN ST | PATERSON | NJ | 075012815 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| FAMILY HEALTH CENTERS AT NYU LANGONE | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| FAMILY PROMISE OF HUNTERDON CTY | ||||||||
| 10 E MAIN ST | FLEMINGTON | NJ | 08822 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| FAMILY PROMISE OF SOUTHWEST NJ | ||||||||
| 302 KINGS HWY | CLARKSBORO | NJ | 08020 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $227,663 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 | |
| FEEDING THE CAROLINAS | ||||||||
| 6255 TOWNCENTER DRIVE SUITE 803 | CLEMMONS | NC | 27012 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| FIRING LINE - PUBLIC BROADCASTING SERVICE | ||||||||
| 1225 S CLARK STREET | ARLINGTON | VA | 22202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| FOOD BANK OF ALBEMARLE | ||||||||
| PO BOX 1704 | ELIZABETH CITY | NC | 27906 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $62,000 | |
| FOOD BANK OF CENTRAL AND EASTERN NC | ||||||||
| 1924 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $186,875 | |
| FOOD BANK OF MONMOUTH & OCEAN COUNTIES | ||||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| FOOD BANK OF SOUTH JERSEY | ||||||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| FOUNDATION FOR JEWISH CAMP | ||||||||
| 253 W 35TH ST 4TH FL | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $115,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| FRANKLIN TOWNSHIP FOOD BANK | ||||||||
| PO BOX 333 | SOMERSET | NJ | 08875 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 208 E 51 ST STREET 303 | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| GATEWAY COMMUNITY ACTION PTSP | ||||||||
| 110 COHANSEY ST | BRIDGETON | NJ | 08302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| GOLDEN HARVEST FOOD BANK | ||||||||
| 3310 COMMERCE DR | AUGUSTA | GA | 30909 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $56,875 | |
| GRAMEEN AMERICA INC | ||||||||
| 82-11 37TH AVENUE SUITE 607 | JACKSON HEIGHTS | NY | 11372 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $350,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 | |
| HADASSAH THE WOMENS ZIONIST | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT STREET 100 | AGAWAM | MA | 01001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| HARVEST HOPE FOOD BANK | ||||||||
| PO BOX 451 | COLUMBIA | SC | 29202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $113,250 | |
| HILLEL THE FDN FOR JEWISH CAMPUS LIFE | ||||||||
| 800 8TH ST NW | WASHINGTON DC | DC | 20001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $750,000 | |
| HOMEFRONT INC | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW 300-D | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| INSEPERABLE INC | ||||||||
| 409 7TH STREET NW 350 | WASHINGTON | DC | 20004 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| INTERFAITH FOOD PANTRY | ||||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $90,000 | |
| INTERFAITH FOOD SHUTTLE | ||||||||
| 1001 BLAIR DRIVE | RALIEGH | NC | 27603 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $65,375 | |
| INTERNATIONAL REFUGEE ASSISTANCE | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $300,000 | |
| IRONBOUND COMMUNITY CORP | ||||||||
| 317 ELM ST | NEWARK | NJ | 07105 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $65,000 | |
| ISRAEL ON CAMPUS COALITION | ||||||||
| PO BOX 34640 | WASHINGTON DC | DC | 20043 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| JEWISH COMMUNITY FDN OF GREATER MW NJ | ||||||||
| 901 RT-10 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $2,000,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||
| 25 BROADWAY 1700 | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | ||||||||
| 607 N JEROME AVE | MARGATE | NJ | 08402 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| JEWISH FAMILY SERVICES METROWEST | ||||||||
| 256 COLUMBIA TURNPIKE STE 105 | FLORHAM PARK | NJ | 07932 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| JEWISH FEDERATION OF METROWEST | ||||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,500,000 | |
| JEWISH FEDERATION OF SOUTHERN NJ | ||||||||
| 1301 SPRINGDALE RD | CHERRY HILL | NJ | 08003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| JEWISH KIDS GROUPS | ||||||||
| 675 PONCE DE LEON AVE NE 85 8500 | ATLANTA | GA | 30309 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| LOVE MINISTRIES OUTREACH INTERNATIONAL | ||||||||
| 1 BENTWOOD DR | WESTAMPTON | NJ | 08060 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| LOW COUNTRY FOOD BANK | ||||||||
| 2864 AZALEA DRIVE | NORTH CHARLESTOWN | SC | 29405 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $92,125 | |
| LUNCH BREAK | ||||||||
| PO BOX 2215 | RED BANK | NJ | 07701 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $340,000 | |
| MANNA FOOD BANK | ||||||||
| 7829 HWY 294 | MURPHY | NC | 28906 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $81,000 | |
| MCLEAN HOSPITAL - TEPPER CHARITABLE FDN SCHOLARSHIP PROGRAM | ||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| MEETING ESSENTIAL NEEDS WITH DIE | ||||||||
| PO BOX 1304 | MAPLEWOOD | NJ | 07040 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| MENTAL HEALTH AMERICA | ||||||||
| 500 MONTGOMERY STREET 820 | ALEXANDRIA | VA | 22314 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| MERCER STREET FRIENDS | ||||||||
| 151 MERCER ST | TRENTON | NJ | 08611 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| MONTCLAIR STATE UNIVERSITY FDN INC | ||||||||
| 21 VAN VLECK ST | MONTCLAIR | NJ | 07042 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| MORRISTOWN MEDICAL CENTER | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| MOVE FOR HUNGER | ||||||||
| 7 THIRD AVE | NEPTUNE | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| MOVEMENT ADVANCEMENT PROJECT | ||||||||
| 1905 15TH STREET 1097 | BOULDER | CO | 80306 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| PO BOX 1583 | MERRIFIELD | VA | 221161583 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| NEW JERSEY TOGETHER INC | ||||||||
| PO BOX 136 | JERSEY CITY | NJ | 073030136 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| NEW JERSEY TUTORING CORPS | ||||||||
| 2000 PENNINGTON RD EDUCATION | TRENTON | NJ | 08618 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | BUILDING |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 30 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| NEWARK EMERGENCY FAMILY SERVICES | ||||||||
| 982 BROAD ST | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| NJ COALTION TO END HOMELESSNESS | ||||||||
| C/O JEFF WILD ONE LOWENSTEIN DRIVE | ROSELAND | NJ | 07068 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| NJ COUNCIL OF COUNTY COLLEGES | ||||||||
| 330 W STATE ST | TRENTON | NJ | 08618 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $265,000 | |
| NORTHWEST NJ COMMUNITY ACTION PRO | ||||||||
| PO BOX 67 | BADGER | MN | 56714 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| NOURISH NJ | ||||||||
| 36 SUSSEX AVE | MORRISTOWN | NJ | 07960 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $440,000 | |
| OPERATION WARM INC | ||||||||
| 50 APPLIED BANK BLVD STE 204 | GLEN MILLS | PA | 19342 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| PARENTS ENGAGING PARENTS | ||||||||
| 11 COMMERCE DRIVE | CRANFORD | NJ | 07016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 200061811 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| RECOVERY INNOVATIONS | ||||||||
| 14554 LEE RD | CHANTILLY | VA | 20151 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| REFED INC | ||||||||
| 2701 QUEENS PLZ N STE 12 | LONG ISLAND | NY | 11101 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $350,000 | |
| RESCUE MISSION OF TRENTON | ||||||||
| PO BOX 790 98 CARROLL STREET | TRENTON | NJ | 086050790 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $650,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 | |
| RUTGERS UNIVERSITY | ||||||||
| 335 GEORGE ST | NEW BRUNSWICK | NJ | 08907 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $450,000 | |
| SECOND HARVEST FOOD BANK OF METROLINA INC | ||||||||
| 500 B SPRATT STREET | CHARLOTTE | NC | 28206 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| SECOND HARVEST FOOD BANK OF NORTHWEST NC | ||||||||
| 3655 REED STREET | WINSTONSALEM | NC | 27107 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $135,625 | |
| ST JOSEPH SOCIAL SERVICE CENTER | ||||||||
| 118 DIVISION ST | ELIZABETH | NJ | 07201 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |
| SUPPORT CENTER FOR NONPROFIT | ||||||||
| 32 OLD SLIP STE 24TH F | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 20037 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| THE GREENLIGHT FUND | ||||||||
| 50 MILK ST | BOSTON | MA | 02109 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $300,000 | |
| THE JED FOUNDATION | ||||||||
| 530 7TH AVENUE SUITE 801 | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |
| THE JEWISH COMMUNITY CENTER MANHATTAN | ||||||||
| 15 W 65TH ST | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $123,000 | |
| TONI'S KITCHEN | ||||||||
| 73 S FULLERTON AVE | MONTCLAIR | NJ | 07042 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| TRENTON AREA SOUP KITCHEN | ||||||||
| PO BOX 872 | TRENTON | NJ | 08609 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $85,000 | |
| UJA-FEDERATION OF JEWISH PHILAN OF NY | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| UNITED JEWISH APPEAL FED | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| UNITED WAY OF NORTHERN NJ | ||||||||
| 222 RIDGEDALE AVENUE | CEDAR KNOLLS | NJ | 07927 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| 5555 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF NORTH CAROLINA | ||||||||
| 101 MANNING DR STE 2 | CHAPEL HILL | NC | 27514 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $225,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 200 LOTHROP ST STE A610 | PITTSBURGH | PA | 15213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| UPSTREAM USA INC | ||||||||
| 426 17TH STREET NO 200 | OAKLAND | CA | 94612 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,080,000 | |
| VICTORY ASSEMBLY OF GOD | ||||||||
| 4 EAST FINLEY ROAD | BRIDGETON | NJ | 08302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| VIRTUA HEALTH FOUNDATION | ||||||||
| 303 LIPPINCOTT DRIVE 4TH FLOOR | MARLTON | NJ | 08053 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| VOLUNTEER LAWYERS FOR JUSTICE | ||||||||
| PO BOX 32040 | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| VOLUNTEERS OF AMERICA DELAWARE VALLEY | ||||||||
| 531 MARKET STREET | CAMDEN | NJ | 08102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| WORK MONEY FOUNDATION | ||||||||
| 790 N MILWAUKEE STREET SUITE 300 | MILWAUKEE | WI | 53202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| YORK STREET PROJECT | ||||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,331,679 | 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 | $2,542,475 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,808,026 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,384,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,384,518 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID A TEPPER | ||||||
| 1 | C/O APPALOOSA 51 JFK PARKWAY STE 25 | SHORT HILLS | NJ | 07078 | $193,000,000 | Yes (X) |
| BETTER EDUCATION | ||||||
| 2 | C/O APPALOOSA 51 JFK PKWY | SHORT HILLS | NJ | 07078 | $7,900 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $28,652 | Amt |
| Net Investment Income | $14,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,326 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATLANTICA YIELD PLC/ ATLANTICA SUSTAINABLE INFRASTR | $166,269 | $219,663 |
| BANK OF AMERICA | $2,141,991 | $2,405,022 |
| CITIGROUP INC | $4,282,756 | $2,646,371 |
| CONSECO INC/CNO FINANCIAL GROUP INC | $533,271 | $729,943 |
| FIFTH THIRD BANCORP | $3,939,003 | $3,820,879 |
| INVESCO QQQ TRUST ETF | $8,532,690 | $17,563,451 |
| MUELLER WATER PRODUCTS | $257,301 | $229,718 |
| SPDR S&P 500 ETF TRUST | $18,753,432 | $29,064,465 |
| TRUIST FINANCIAL CORP | $3,984,128 | $2,752,976 |
| WALTER ENERGY INC/NEW WEI INC | $1,609,404 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RUSSIA CPN 12.75% 6/24/2028 | AT COST | $600,000 | $992,000 |
| BROOKFIELD RENEWABLE PARTNERS LP | AT COST | $107,474 | $181,552 |
| COLUMBUS HILL OVERSEAS LTD | AT COST | $7,018,655 | $40,988,818 |
| COWEN SUSTAINABLE OFFSHORE I | AT COST | $4,319,061 | $4,710,648 |
| EPIC GAMES INC | AT COST | $10,000,000 | $12,000,000 |
| PALOMINO FUND LTD | AT COST | $624,610,268 | $1,186,645,541 |
| PONY MASTER LLC | AT COST | $9,998,476 | $18,305,643 |
| STATE OF ISRAEL BONDS | AT COST | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE & COUNSEL | CategoryTxt |
| Legal Fees | $45,665 | LegalFeesAmt |
| Net Investment Income | $22,832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,833 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM AFFILIATE | $750,000 | $0 | $0 |
| SECURITY DEPOSIT | $16,980 | $16,980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SPONSORSHIPS, MEMBERSHIPS, & DUES | $99,896 | $0 | $99,896 |
| WEBSITE | $58,392 | $0 | $58,392 |
| GRANT MANAGEMENT IT | $51,616 | $0 | $51,616 |
| PAYROLL FEES | $25,494 | $0 | $25,494 |
| SUBSCRIPTIONS | $14,991 | $0 | $14,991 |
| RECRUITING | $13,623 | $0 | $13,623 |
| INVESTMENT EXPENSES VIA K-1 | $8,774 | $0 | $8,774 |
| TELEPHONE | $8,318 | $0 | $8,318 |
| INSURANCE | $6,602 | $0 | $6,602 |
| GRANT MANAGEMENT - OTHER | $5,890 | $0 | $5,890 |
| STATE FILING FEES | $824 | $0 | $824 |
| BANK FEES | $80 | $0 | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME -BROOKFIELD RENEWABLE PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $34,017 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,017 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,017 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED/DEPRECIATED GAIN/LOSS | Desc |
| Amt | $8,791,847 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO APPALOOSA MANAGEMENT | Desc |
| BOY Book Value | $15,075 | BOYBookValueAmt |
| EOY Book Value | $15,075 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY COMMITTEE FEES | $20,000 | $0 | $20,000 |
| CONSULTING | $1,197,411 | $0 | $1,197,411 |
| PUBLIC RELATIONS | $303,850 | $0 | $303,850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $62,000 | $0 | $0 |
| RECLAIMABLE TAX | $2,650 | $2,650 | $0 |
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