THE TEPPER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-08-25
- IRS object ID
- 202502379349100610
- Schema version
- 2023v6.0
- 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 Decreases 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 | 2025-08-25T11:29:17-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | 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 | 2023 | 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 | $1,596,148,273 | 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 | $121,467,267 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,771,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,635,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,228,953 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,185,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,573,237 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54,568 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,003 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $125,522,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,231,991 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $179,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $179,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $86,553 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $86,553 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,421 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,421 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $68,565 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,283 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,283 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,936 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,968 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,968 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,992,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,992,915 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $187,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70,771 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $218,598 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $218,598 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $183,547 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $183,547 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,331,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,315,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,361,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,094,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,001,136 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,001,136 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,363,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,095,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,159,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,080,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,091 | CashBOYAmt |
| Cash EOY | $47,276 | CashEOYAmt |
| Cash EOYFMV | $47,276 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,356,094 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,425,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,425,959 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $44,200,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,979,835 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,350,632 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $657,153,934 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $706,554,032 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,527,221,030 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,980 | OtherAssetsBOYAmt |
| Other Assets EOY | $103,376 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $103,376 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $704,808,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $744,110,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,596,148,273 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $330,519 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $377,754 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $15,075 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $128,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $345,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $506,112 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $704,462,888 | CapitalStockBOYAmt |
| Capital Stock EOY | $743,604,366 | 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 | $704,462,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $743,604,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $704,808,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $744,110,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $704,462,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,159,719 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,988,441 | OtherIncreasesAmt |
| Subtotal | $743,611,048 | SubtotalAmt |
| Other Decreases | $6,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $743,604,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $13,185,706 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,612,469 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,573,237 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,573,237 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,573,237 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $154,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $154,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,565 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $270,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $311,565 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $157,521 | OverpaymentAmt |
| Applied To ES Tax | $157,521 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | 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 | Yes (1) | 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 | $25,000 | $3,568 | $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 | $154,000 | $23,560 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TTF LLC | |||||
| 107 GREENWICH STREET 26TH FLOOR | NEW YORK | NY | 10006 | CONSULTING | $1,397,159 |
| BLUE MERIDIAN | |||||
| 530 5TH AVE SUITE 801 | NEW YORK | NY | 10036 | PHILANTHROPIC CONSULTING | $816,500 |
| FENTON COMMUNICATIONS INC | |||||
| 630 9TH AVE STE 910 | NEW YORK | NY | 10036 | COMMUNICATIONS | $329,600 |
| ROARING FORK CONSULTING GROUP | |||||
| 1470 COLUMBIA COURT | PALO ALTO | CA | 94304 | CONSULTING | $197,494 |
| MARIAN STERN | |||||
| 107 GREENWICH STREET 26TH FLOOR | NEW YORK | NY | 10006 | CONSULTING | $90,000 |
| 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 | $95,572,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,567,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,315,244,020 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,414,384,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,414,384,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,215,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,393,168,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,658,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,658,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154,022 | TotalTaxAmt |
| Distributable Before Adj | $69,504,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,504,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,504,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,095,189 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,095,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,504,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,753,610 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,095,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,753,610 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,504,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,837,169 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,837,169 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,837,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $18,837,169 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A TEPPER | ContributingManagerNm |
| Shareholder Manager | DAVID A TEPPER | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 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 INC | ||||||||
| ONE BETHANY RD BLDG 3 42 | HAZLET | NJ | 07730 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |
| AFFORDABLE HOUSING ALLIANCE | ||||||||
| 3535 ROUTE 66 STE 4 | NEPTUNE | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| ALL HANDS AND HEARTS SMART RESPONSE INC | ||||||||
| 82 COUNTY ROAD PMB 79 | MATTAPOISETT | MA | 02739 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| 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 SERVICE COMMITTEE | ||||||||
| 89 MARKET STREET 8TH FLOOR | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,070,500 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| AMERICAN JEWISH JOIN DIST COMMITTEE | ||||||||
| 220 E 42ND STREET STE 400 | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $420,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| AMERICAS GROW A ROW | ||||||||
| 150 PITTSTOWN ROAD | PITTSTOWN | NJ | 08867 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,550,000 | |
| ATLANTIC CITY RESCUE MISSION | ||||||||
| 2009 BACHARACH BLV | ATLANTIC CITY | NJ | 08401 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | ||||||||
| 301 N WASHINGTON AVE | DALLAS | TX | 75246 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $600,000 | |
| BLUE MERIDIAN | ||||||||
| 477 MADISON AVENUE 6TH FL | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $28,287,513 | |
| BRIDGES OUTREACH INC | ||||||||
| PO BOX 1444 | SUMMIT | NJ | 07902 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,300,000 | |
| 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 COUNTERING DIGITAL HATE | ||||||||
| 1250 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $850,000 | |
| CENTER FOR FOOD ACTION | ||||||||
| 192 W DEMAREST AVE | ENGLEWOOD | NJ | 07631 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| CENTER FOR ISRAEL EDUCATION | ||||||||
| 220 TRIMBLE CHASE COURT | ATLANTA | GA | 30342 | 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 | $2,000,000 | |
| CHARLOTTE MECKLENBERG LIBRARY | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,875,000 | |
| CITY GREEN | ||||||||
| 171 GROVE STREET | CLIFTON | NJ | 07013 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| COALITION FOR FOOD AND HEALTH EQUITY | ||||||||
| 25 SENATE PLACE | JERSEY CITY | NJ | 07306 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $180,000 | |
| 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 | $525,000 | |
| COMMUNITY FOUNDATION OF NJ | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,170,000 | |
| CONSTRUCTIVE DIALOGUE INSTITUTE INC | ||||||||
| 244 MADISON AVENUE 1098 | NEW YORK | NY | 10016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| COOPERMAN BARNABAS MEDICAL CENTER | ||||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| CORE COMMUNITY ORGANIZED RELIEF EFFORT | ||||||||
| 910 N HILL ST | LOS ANGELES | CA | 90012 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS | ||||||||
| 1977 OLDEN AVENUE | EWING | NJ | 08618 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $9,350 | |
| 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 | ||||||||
| 223 ELLISON STREET 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 | $350,000 | |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $96,000 | |
| ELIZABETH COALITION TO HOUSE THE HOMELESS INC | ||||||||
| 118 DIVISION ST | ELIZABETH | NJ | 07201 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $45,000 | |
| ESSENTIAL PARTNERS INC | ||||||||
| 1953 MASSACHUSETTS AVENUE 400175 | CAMBRIDGE | MA | 02140 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| EVA'S VILLAGE INC | ||||||||
| 393 MAIN ST | PATERSON | NJ | 07501 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| FAMILY PROMISE OF HUNTERDON CTY | ||||||||
| 8 BARTLES CORNER ROAD | FLEMINGTON | NJ | 08822 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| FAMILY PROMISE OF SOUTHWEST NJ | ||||||||
| 302 KINGS HWY | CLARKSBORO | NJ | 08020 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| FAMILY PROMISE OF THE JERSEY SHORE | ||||||||
| PO BOX 83 | WEST CREEK | NJ | 08092 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,107,617 | |
| 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 | 08109 | 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 | $220,000 | |
| FRANKLIN TOWNSHIP FOOD BANK | ||||||||
| PO BOX 333 | SOMERSET | NJ | 08875 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $70,000 | |
| GRAMEEN AMERICA INC | ||||||||
| 82-11 37TH AVENUE SUITE 607 | JACKSON HEIGHTS | NY | 11372 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| GREATER BERGEN COMMUNITY ACTION INC | ||||||||
| 392 MAIN ST | HACKENSACK | NJ | 07601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 | |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | ||||||||
| 200 WEST STREET 15TH FLOOR | NEW YORK | NY | 10282 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $3,693,156 | |
| HACKENSACK MERIDIAN HEALTH FDN INC | ||||||||
| 399 THORNALL STREET 2N | EDISON | NJ | 08837 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT STREET 100 | AGAWAM | MA | 01001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| HILLEL JEWISH UNIVERSITY CENTER | ||||||||
| 4607 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| HILLEL THE FDN FOR JEWISH CAMPUS LIFE | ||||||||
| 800 8TH ST NW | WASHINGTON DC | DC | 20001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $300,000 | |
| HOMEFRONT INC | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $110,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW 300-D | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| INSEPARABLE INC | ||||||||
| 409 7TH STREET NW STE 350 | WASHINGTON | DC | 20004 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| INSTITUTE FOR CITIZENS & SCHOLARS | ||||||||
| 104 CARNEGIE CENTER DR STE 301 | PRINCETON | NJ | 08540 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| INSTITUTE FOR RESPONSIVE GOVERNMENT INC | ||||||||
| 1440 W TAYLOR ST NUMBER 950 | CHICAGO | IL | 60607 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| INTERFAITH AMERICA | ||||||||
| 141 W JACKSON BLVD SUITE 3200 | CHICAGO | IL | 60604 | 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 | |
| INTERNATIONAL REFUGEE ASSISTANCE | ||||||||
| ONE BATTERY PARK PLAZA 33RD 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 | $75,000 | |
| ISRAEL ON CAMPUS COALITION | ||||||||
| PO BOX 34640 | WASHINGTON DC | DC | 20043 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| JEWISH COMMUNITY CENTER OF BALTIMORE INC | ||||||||
| 3506 GWYNNBROOK AVENUE | OWNING MILLS | MD | 21117 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $110,000 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | ||||||||
| 3200 CALIFORNIA ST | SAN FRANCISCO | CA | 94118 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $90,000 | |
| JEWISH COMMUNITY FDN OF GREATER MW NJ | ||||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 | |
| 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 | $80,000 | |
| 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 SOUTHERN NJ | ||||||||
| 1301 SPRINGDALE RD | CHERRY HILL | NJ | 08003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| JEWISH KIDS GROUPS FOUNDATION | ||||||||
| 675 PONCE DE LEON AVE NE 85 8500 | ATLANTA | GA | 30309 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| JUST BELIEVE A NJ NONPROFIT CORPORATION | ||||||||
| 377 KETTLE CREEK RD SUITE 1 | TOMS RIVER | NJ | 08753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| LUNCH BREAK | ||||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $90,000 | |
| 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 DIGNITY | ||||||||
| PO BOX 1304 | MAPLEWOOD | NJ | 07040 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| 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 | |
| MORRISTOWN MEDICAL CENTER | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| MOVEMENT ADVANCEMENT PROJECT | ||||||||
| 1905 15TH STREET 1097 | BOULDER | CO | 80306 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | ||||||||
| 1400 K STREET NW SUITE 1050 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $350,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $300,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| NEW JERSEY CONSORTIUM FOR IMMIGRANT CHILDREN INC | ||||||||
| 201 MONTGOMERY STREET SUITE 263 | JERSEY CITY | NJ | 07302 | 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 | $350,000 | BUILDING |
| NEW YORK UNIVERSITY | ||||||||
| 105 E 17TH ST- 4TH FLOOR 411 | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| NEWARK EMERGENCY FAMILY SERVICES | ||||||||
| 982 BROAD ST | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| NGO INFORMATION SHARING AND ANALYSIS CENTER INC | ||||||||
| 335 MADISON AVE 4TH FLOOR | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| NJ COALTION TO END HOMELESSNESS | ||||||||
| 10 MERCER STREET | PRINCETON | NJ | 08648 | 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 | $425,000 | |
| 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 | $95,000 | |
| ONE AMERICA MOVEMENT | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| OPERATION WARM INC | ||||||||
| 50 APPLIED BANK BLVD STE 20 | GLEN MILLS | PA | 19342 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| PARENTS ENGAGING PARENTS | ||||||||
| 902 BERGEN STREET | NEWARK | NJ | 07112 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| PHILANTHROPY NEW YORK | ||||||||
| 320 E 43RD ST | NEW YORK CITY | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $21,650 | |
| POLICY IMPACT | ||||||||
| 50 MEMORIAL DRIVE | CAMBRIDGE | MA | 02142 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $575,000 | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 200061811 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,250,000 | |
| REACH OUT AND READ INC | ||||||||
| 89 SOUTH STREET 201 | BOSTON | MA | 02111 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| RECOVERY INNOVATIONS | ||||||||
| 14554 LEE RD | CHANTILLY | VA | 20151 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| REFED INC | ||||||||
| 4602 21ST STREET PO BOX 1531 | LONG ISLAND | NY | 11101 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $425,000 | |
| RESCUE MISSION OF TRENTON | ||||||||
| PO BOX 790 98 CARROLL STREET | TRENTON | NJ | 086050790 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $55,000 | |
| RESETTING THE TABLE INC | ||||||||
| 3060 EL CERRITO PLAZA UNIT 311 | EL CERRITO | CA | 94530 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $950,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 120 BROADWAY 3475 | NEW YORK | NY | 10271 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 | |
| RUTGERS UNIVERSITY | ||||||||
| 335 GEORGE ST | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $450,000 | |
| SEARCH FOR COMMON GROUND | ||||||||
| 1730 RHODE ISLAND AVE NW 1101 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $450,000 | |
| SHALOM AUSTIN | ||||||||
| 7300 HART LANE | AUSTIN | TX | 78731 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| SOCIAL FINANCE | ||||||||
| 2 ATLANTIC AVENUE 5TH FLOOR | BOSTON | MA | 02110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $285,000 | |
| ST JOSEPH SOCIAL SERVICE CENTER | ||||||||
| 118 DIVISION ST | ELIZABETH | NJ | 07201 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $65,000 | |
| STATES UNITED DEMOCRACY CENTER INC | ||||||||
| 1101 17TH ST SUITE 250 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $2,000,000 | |
| SUNSET PARK HEALTH COUNCIL | ||||||||
| 150 55TH STREET | BROOKYLN | NY | 11220 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| SUPPORT CENTER FOR NONPROFIT MANAGEMENT | ||||||||
| 32 OLD SLIP STE 24TH F | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $160,000 | |
| T OF L INC | ||||||||
| 107 WOODLAND RD | PITTSBURGH | PA | 15232 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| TEAM RUBICON INC | ||||||||
| 5230 PACIFIC CONCOURSE DR SUITE 200 | LOS ANGELES | CA | 90045 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $750,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 20037 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $325,000 | |
| THE BOULDER JEWISH COMMUNITY CENTER | ||||||||
| 6007 OREG AVE | BOULDER | CO | 80303 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $91,000 | |
| THE COLLEGE OF NEW JERSEY FOUNDATION INC | ||||||||
| PO BOX 7718 | EWING | NJ | 08628 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $600,000 | |
| THE EDUCATIONAL ALLIANCE INC | ||||||||
| 197 E BROADWAY | NEW YORK | NY | 10002 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| THE FOOD BANK NETWORK OF SOMERSET | ||||||||
| PO BOX 149 | BOUND BROOK | NJ | 08805 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| 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 IN MANHATTAN | ||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $120,000 | |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,177,350 | |
| THE MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| THE TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| THE URBAN INSTITUTE | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |
| TONI'S KITCHEN | ||||||||
| 73 S FULLERTON AVE | MONTCLAIR | NJ | 07042 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $85,000 | |
| TRENTON AREA SOUP KITCHEN | ||||||||
| PO BOX 872 | TRENTON | NJ | 08609 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $85,000 | |
| TRICOUNTY COMMUNITY ACTION AGENCY | ||||||||
| 110 COHANSEY ST | BRIDGETON | NJ | 08302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |
| UNITED JEWISH APPEAL FED OF JEWISH PHIL | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| 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 PITTSBURGH | ||||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 15260 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |
| UPSTREAM USA INC | ||||||||
| 2 OLIVER STREET SUITE 402 | BOSTON | MA | 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 | ||||||||
| 406 LIPPINCOTT DRIVE J | MARLTON | NJ | 08053 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| VOLUNTEERS OF AMERICA DELAWARE VALLEY | ||||||||
| 531 MARKET STREET | CAMDEN | NJ | 08102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| W-NET | ||||||||
| 825 8TH AVE 14TH FL | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| 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 | $1,200,000 | |
| YORK STREET PROJECT | ||||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| YOUNG MEN & WOMENS HEBREW ASSOCIATION & IRENE KAUFMANN CENTERS | ||||||||
| 5738 FORBES AVE | PITTSBURGH | PA | 15217 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $67,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,001,136 | 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 | $2,771,951 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,228,953 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,055,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,055,472 | 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 | DAVID A TEPPER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O APPALOOSA 51 JFK PARKWAY STE 25 | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $121,467,267 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 690,081.00 SHARES OF ATLANTICA SUSTAINABLE INFRASTRUCTURE LTD | $14,964,406 | 2023-12-22 |
| 1 | 388,801.00 SHARES OF BROOKFIELD RENEWABLE CORP | $11,343,444 | 2023-12-22 |
| 1 | 350,703.00 SHARES OF UBER TECHNOLOGIES, INC. | $21,659,417 | 2023-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $61,936 | Amt |
| Net Investment Income | $30,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,968 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALTER ENERGY INC/NEW WEI INC | $1,609,404 | $0 |
| SPDR S&P 500 ETF TRUST | $18,124,116 | $37,083,940 |
| TRUIST FINANCIAL CORP | $0 | $14,502 |
| INVESCO QQQ TRUST ETF | $8,246,315 | $22,252,190 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STATE OF ISRAEL BONDS | AT COST | $500,000 | $500,000 |
| COLUMBUS HILL OVERSEAS LTD | AT COST | $7,018,655 | $49,436,129 |
| EPIC GAMES INC | AT COST | $10,000,000 | $10,434,600 |
| PONY MASTER LLC | AT COST | $9,475,599 | $13,646,595 |
| COWEN SUSTAINABLE OFFSHORE I | AT COST | $4,349,510 | $5,722,205 |
| RUSSIA CPN 12.75% 6/24/2028 | AT COST | $600,000 | $1,022,000 |
| PALOMINO FUND LTD | AT COST | $674,610,268 | $1,446,459,501 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE & COUNSEL | CategoryTxt |
| Legal Fees | $68,565 | LegalFeesAmt |
| Net Investment Income | $34,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,283 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $16,980 | $0 | $0 |
| FIXTURES, FURNITURE, AND EQUIPMENT | $0 | $103,376 | $103,376 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK-TAX DIFFERENCES | Desc |
| Amt | $6,682 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SHARED EMPLOYEE COSTS | $1,235,595 | $0 | $1,235,595 |
| SPONSORSHIPS, MEMBERSHIPS, & DUES | $47,249 | $0 | $47,249 |
| INVESTMENT EXPENSES VIA K-1 | $15,245 | $15,245 | $0 |
| SUBSCRIPTIONS | $13,436 | $0 | $13,436 |
| IT/COMPUTER | $5,736 | $0 | $5,736 |
| GRANT MANAGEMENT - OTHER | $5,697 | $0 | $5,697 |
| TELEPHONE | $4,488 | $0 | $4,488 |
| PAYROLL FEES | $3,567 | $0 | $3,567 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRIOR YEAR OVERPAYMENT APPLIED | $31,565 | $0 | $31,565 |
| FROM K-1 - BROOKFIELD RENEWABLE PARTNERS, L.P | $19,001 | $19,001 | $19,001 |
| FROM K-1 - PONY MASTER LLC | $2,925 | $2,925 | $2,925 |
| SELECTIVE INSURANCE | $1,077 | $1,077 | $1,077 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED/DEPRECIATED GAIN/(LOSS) | Desc |
| Amt | $4,988,441 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO APPALOOSA MANAGEMENT | $15,075 | $0 |
| DUE TO RELATED PARTY | $0 | $128,358 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING & ADVISORY | $1,659,942 | $0 | $1,659,942 |
| PUBLIC INFORMATION | $332,973 | $0 | $332,973 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $85,000 | $0 | $0 |
| FOREIGN WITHHOLDING & RECLAIMABLE TAX | $70,771 | $70,771 | $0 |
| PRIOR YEAR OVERPAYMENT APPLIED | $31,565 | $0 | $0 |
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