2023-11-15T23:08:25-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 137019761 Tsunami Foundation % Foundation Source TSUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Anson Beard Jr trustee 8008391754 2023-11-14 true Anson Beard Jr 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X X 30086819 X 75000 262 262 363471 363471 8375 10290566 8375 202112 228136 649220 600244 0 35715 0 0 35715 160550 160550 20062 162 242038 185613 49997 458365 346325 0 85712 1650000 1650000 2108365 346325 0 1735712 -1459145 253919 533868 1045120 1045120 298677 1085434 1086338 13706673 9612159 10046010 252841 358938 345868 13008642 14239905 17563483 27800701 26341556 30086819 0 0 X 27800701 26341556 27800701 26341556 27800701 26341556 27800701 -1459145 26341556 26341556 Publicly-traded Securities 10038455 10528649 -490194 -490194 Passthrough K1 Capital Gain/(Loss) 496458 EMPOWERMENT & INCLUS CAP CL A P 2021-01-08 2022-12-15 252111 250000 2111 2111 8375 3529 3529 3529 30144 0 30144 X 0 26615 3600 23015 false false false false false true true false true true CT true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Philip Andryc Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 2.0 0 0 0 Debra Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 James M Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Veronica Swanson Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Anson M Beard Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Veronica M Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 trustee 0.0 0 0 0 Anson H Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 trustee 0.0 0 0 0 Morgan Stanley 28 state street 26th fl BOSTON MA 02109 Investment Mgmt 85550 14596859 628048 16642835 31867742 0 31867742 478016 31389726 1569486 1569486 3529 3529 1565957 1565957 1565957 1735712 0 0 0 0 1735712 1565957 2020 2019 2018 88331 54599 135294 63689 173154 515067 1735712 1565957 169755 684822 0 88331 596491 54599 135294 63689 173154 169755 Anson M Beard Jr Debra Beard X AMERICAN TAP DANCE FOUNDATION INC 154 CHRISTOPHER ST STE 2B NEW YORK NY 10014 N/A PC General & Unrestricted 100000 BRANDYWINE CONSERVANCY & MUSEUM OF ART PO BOX 141 CHADDS FORD PA 19317 N/A PC General & Unrestricted 100000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 75000 COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT 700 S DIXIE HWY STE 200 WEST PALM BCH FL 33401 N/A PC General & Unrestricted 25000 CONNECT US INC 855 MAIN ST 10TH FL BRIDGEPORT CT 06604 N/A PC General & Unrestricted 25000 COVENANT HOUSE 5 PENN PLZ NEW YORK NY 10001 N/A PC General & Unrestricted 125000 EXODUS SCHOOL 309 E 103RD ST NEW YORK NY 10029 N/A PC General & Unrestricted 100000 FRIENDS OF THE HIGH LINE INC 820 WASHINGTON ST NEW YORK NY 10014 N/A PC General & Unrestricted 100000 GOOD PLUS FOUNDATION INC 306 W 37TH ST 8TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 125000 HARLEM ACADEMY 655 ST NICHOLAS AVE NEW YORK NY 10030 N/A PC General & Unrestricted 100000 HEAD STRONG PROJECT INC PO BOX 412572 BOSTON MA 02241 N/A PC General & Unrestricted 100000 HELPUSADOPT ORG INC PO BOX 787 NEW YORK NY 10150 N/A PC General & Unrestricted 75000 MULTIPLYING GOOD INC 348 WEST 57TH ST 115 NEW YORK NY 10019 N/A PC General & Unrestricted 125000 OPERATION WARM INC PO BOX 822431 PHILADELPHIA PA 19182 N/A PC General & Unrestricted 75000 READWORKS INC PO BOX 24673 NEW YORK NY 11202 N/A PC General & Unrestricted 125000 RIVER FUND NEW YORK INC 8911 LEFFERTS BLVD RICHMOND HILL NY 11418 N/A PC General & Unrestricted 125000 ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FL NEW YORK NY 10003 N/A PC Child Mind Institute 25000 THE ARTS CONNECTION INC 520 8TH AVE SUITE 321 NEW YORK NY 10018 N/A PC General & Unrestricted 50000 THE POSSE FOUNDATION INC 14 WALL ST STE 8A60 NEW YORK NY 10005 N/A PC General & Unrestricted 25000 WHEATON COLLEGE 26 E MAIN ST NORTON MA 02766 N/A PC General & Unrestricted 50000 1650000 14 262 14 363471 18 8375 K-1 Inc/Loss 525990 -26024 14 228136 -26024 600244 574220 false false false false false false false false false false X X 1 Beard Jr Anson M 1100 South Flagler Drive Unit 1004 West Palm Beach FL 33401 75000 X Tax Return Preparation/Review 35715 35715 Philip Andryc * Philip Andryc, Trustee of Tsunami (the "Foundation"), is a disqualified person with respect to the Foundation. During taxable year ending December 31, 2022, the Foundation paid $75,000 to Philip Andryc for Investment Management Services as reported in Form 990-PF, Part I, Line 16c. 8865 8865 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. BK OF AMERICA CORP BOND PERPET 150938 146640 JP MORGAN CHASE PERP SR NT - 6 208000 199228 ABBOTT LABS 12680 13943 ABBVIE INC 29277 31999 ACCENTURE PLC 13287 13342 AMEREN CORPORATION 7893 8714 AMERICAN ELECTRIC POWER INC 10394 11109 ANALOG DEVICES INC 15965 17879 AUTOMATIC DATA PROCESSING INC 12887 12898 AVALONBAY CMNTYS INC 6628 6622 AVERY DENNISON CORP 7875 8145 BAC CAPITAL TR X - 6.250% - 03 204151 191360 BANK OF AMERICA CORP 31291 28086 BECTON DICKINSON & CO 15988 18055 BLACKROCK INC 12730 13464 BLACKSTONE SEC LENDING 299368 265965 BOOZ ALLEN HAMILTON HOLDING CO 6066 5853 BRISTOL-MYERS SQUIBB CO 11533 10505 BROADCOM INC 25228 29634 CHEVRON CORP 37299 36077 CHUBB LIMITED 19810 20516 CIGNA CORPORATION 14298 14579 CISCO SYSTEMS INC 29046 30680 CITIGROUP CAPITAL XIII - 7.875 252841 284000 CME GROUP, INC 13910 13789 CMS ENERGY CP 5515 6206 COMCAST CORP 25162 27451 CONOCOPHILLIPS 14032 12272 CROWN CASTLE INTL 9421 7053 CUMMINS INC 12072 12357 DEERE CO 12276 13292 DOUBLELINE TOTAL RETURN BOND 637745 524034 DTE ENERGY CO COM 5158 5524 EATON CORP PLC 12521 12399 ELECTRONIC ARTS 7010 6476 ELEVANCE HEALTH INC 19403 18980 ELI LILLY & CO 10484 10609 ENTERGY CORP 8339 8663 EOG RESOURCES INC 22243 19817 EVERSOURCE ENERGYINC 6317 7126 EXXON MOBIL CORP 29491 28568 FIRST TRUST NORTH AMERICAN ENE 298294 320280 HARTFORD CORE EQUITY CL I 1457687 1786884 HOME DEPOT INC 27712 30323 HONEYWELL INTL 26222 25287 INTERNATIONAL BUSINESS MACHINE 19692 20006 JOHNSON & JOHNSON 45340 46282 JP MORGAN CHASE 38349 39291 JPMORGAN CHASE & CO 6.00% PFD 258000 247600 KIMBELL ROYALTY PARTNERS 428347 501000 KKR & CO INC 6% PFD - ?% - 09/ 257830 286450 KLA TENCOR CORP 18242 20360 LAM RESEARCH CORP 14554 14290 LINDE PLC COM 13713 14352 LOCKHEED MARTIN CORP 16573 16541 LOOMIS SAYLES FDS INV GRADE BO 627304 608616 MARSH AND MCLENNAN COMPANIES I 22905 23333 MCDONALD'S CORP 21269 20292 MEDTRONIC PLC 24522 17642 MERCK & CO INC 27279 31621 MICROCHIP TECHNOLOGY INC 16454 14823 MICROSOFT CORP 46085 32855 MONDELEZ INTERNATIONAL INC 15460 16063 MORGAN STANLEY 9484 9437 NEXTERA ENERGY, INC 12775 13878 NIKE INC-CL B 4649 5851 NORTHERN TRUST CORPORATION 10833 11327 NORTHROP GRUMMAN CORP 27689 28372 OWL ROCK CAPITAL ORD SHS 442758 361515 PACKAGING CORP AMER 3920 4093 PARKER HANNIFIN CP 15909 14550 PEPSICO INC 15808 15898 PHILIP MORRIS INTL 15686 17408 PNC FINANCIAL GROUP INC 21780 17689 PPG INDUSTRIES INC 8958 9808 PROCTER GAMBLE CO 32685 33798 T ROWE PRICE DIV GROWTH FUND L 1800767 1974484 TARGET CORPORATION 13634 12817 TEXAS INSTRUMENTS INC 17916 18009 THE BLACKSTONE GROUP INC CL A 4152 4080 THE COCA-COLA CO 17594 19719 TRANE TECHNOLOGIES PLC 13115 13111 UNION PACIFIC 21817 22985 UNITED PARCEL SERVICE 25094 25554 UNITEDHEALTH GROUP INC 26111 25449 US BANCORP 16857 17008 VALERO ENERGY CORP 14501 13955 VANGUARD HIGH DIV YIELD 1058311 1114563 VERIZON COMMUNICATIONS 10543 11190 WAL-MART STORES INC 9851 9784 WASTE MANAGEMENT INC 16119 16159 WEC ENERGY GROUP, INC 8631 9095 WELLS FARGO & CO 14829 13048 WELLS FARGO PFD NON-CUM - 5.85 241256 230100 XCEL ENERGY INC 8660 9044 1085434 1086338 AG DLI II, L.P 561791 730004 ATREIDES FOUNDATION FUND, LTD 1500000 1205602 COATUE OFFSHORE FUND, LTD 2000000 4350313 ENERGY TRANSFER LP 157673 237400 ENTERPRISE PRODUCTS PARTNERS L 158969 603000 FARALLON CAPITAL INSTITUTIONAL 2139073 2156821 HARBOURVEST ACCESS - DOVER STR 2604 25194 JLL INCOME PROP TRUST CL M-I 500000 482239 KNIGHTSBRIDGE VENTURE CAPITAL 171960 176976 LIGHTHOUSE INDIA FUND III LTD 505340 655408 MGG SF EVERGREEN UNLEVERED FUN 1806018 1722618 OAK STREET REAL ESTATE CAP FUN 622170 749885 PANTERA BLOCKCHAIN OFFSHORE FU 997313 677277 SEG PARTNERS OFFSHORE LTD CLAS 999041 1048106 TCG BALANCED FUND, L.P 867953 1653784 THIRD PT OFFSHORE FUND LTD 1250000 1088856 Administrative Fees 49647 49647 Bank Charges 9 9 K-1 Exp ENERGY TRANSFER LP 6575 432 K-1 Exp ENTERPRISE PRODUCTS PA 96 16 K-1 Exp FARALLON CAPITAL INSTI 3610 3420 K-1 Exp HARBOURVEST ACCESS - D 251 251 K-1 Exp KNIGHTSBRIDGE VENTURE 17680 17672 K-1 Exp LIGHTHOUSE INDIA FUND 54902 54902 K-1 Exp OAK STREET REAL ESTATE 6935 6935 K-1 Exp TCG BALANCED FUND, L.P 101983 101976 Postage/Delivery Service 350 350 K-1 Inc/Loss ENERGY TRANSFER LP -10641 1857 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -14004 -517 K-1 Inc/Loss FARALLON CAPITAL INSTITUTIONAL PARTN 87362 87362 K-1 Inc/Loss KNIGHTSBRIDGE VENTURE CAPITAL X LP 692 731 K-1 Inc/Loss LIGHTHOUSE INDIA FUND III LTD 300 300 K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND L.P 112226 112226 K-1 Inc/Loss OAK STREET REAL ESTATE CAP FUND V LP 9940 9940 K-1 Inc/Loss TCG BALANCED FUND, L.P 16237 16237 Investment Management Services 160550 160550 Beard Jr Anson M 1100 South Flagler Drive Unit 1004 West Palm Beach FL 33401 Beard Debra 1100 South Flagler Drive Unit 1004 West Palm Beach FL 33401 990-PF Estimated Tax for 2022 19900 Foreign Tax Paid 162 162