TSUNAMI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TSUNAMI FOUNDATION (EIN 13-7019761)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349103758
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T16:12:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR VALLONELLPWA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2731 77TH AVENUE SE SUITE 201 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137019761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSUNAMI FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANSON M BEARD JR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANSON M BEARD JR | InCareOfNm |
| Business Name Control | TSUN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SOUTH FLAGLER DRIVE Suite 1004 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANSON M BEARD JR | PersonNm |
| Person Title | SETTLOR | PersonTitleTxt |
| Phone | 2062754600 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARCY A LOUGHRAN | PreparerPersonNm |
| PTIN | P00429203 | PTIN |
| Phone | 2062754600 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.72.233.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91725420203185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 79AE60D0A1867D739D46ADE261A42042B7F391FE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBC5A06DFEE9C7053461367683E6C19302C2CC7F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,724,285 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $132,417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132,417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $434,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $434,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,622,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $497,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,622,324 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $311,385 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $255,680 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,500,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,444,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $31,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,054 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,161 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,750 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,426 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,426 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $48,546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,326 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $273,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258,536 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $434,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $303,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,475,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,475,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,909,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $303,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,563,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,591,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,141,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,261 | CashBOYAmt |
| Cash EOY | $569,398 | CashEOYAmt |
| Cash EOYFMV | $569,398 | CashEOYFMVAmt |
| Acct Rcvbl | $16,282,348 | AcctRcvblAmt |
| Acct Rcvbl EOY | $16,282,348 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,282,348 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $391,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $391,117 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $179,988 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,341,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,364,078 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,692,551 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $845 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,015,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,606,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,724,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,015,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,606,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,015,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,606,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,015,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,606,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,015,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,591,089 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,606,941 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,606,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HERON INCOME FUND - FULL REDEMPTION | 2019-02-13 | $497,247 | $498,091 | -$844 | -$844 |
| NET SHORT-TERM GAIN OR LOSS FROM PARTNERSHIPS | $127,001 | $127,001 | $127,001 | ||
| NET LONG-TERM GAIN OR LOSS FROM PARTNERSHIPS | $3,496,167 | $3,496,167 | $3,496,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,622,324 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,530,381 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,966,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051069 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,536,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,632,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05186 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,447,113 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,828,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,570,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,334,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051759 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,646,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,550,546 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052177 | DistributionYr5Rt |
| Total Distribution | 0.258867 | TotalDistributionRt |
| Average Distribution | 0.051773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,400,719 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,522,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,563,580 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,563,913 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41,417 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,417 | SubtotalAmt |
| Tax Based On Investment Income | $41,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99,518 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $99,518 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $58,101 | OverpaymentAmt |
| Applied To ES Tax | $58,101 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSON M BEARD JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062754600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SOUTH FLAGLER DRIVE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANSON MCCOOK BEARD JR | ||||||||
| 1100 SOUTH FLAGLER DRIVE UNIT 1004 | WEST PALM BEACH | FL | 33401 | SETTLOR | 10.0 | $0 | $0 | $0 |
| DEBRA BEARD | ||||||||
| 1100 SOUTH FLAGLER DRIVE UNIT 1004 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ANSON H BEARD | ||||||||
| 176 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| VERONICA M BEARD | ||||||||
| 176 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JAMES M BEARD | ||||||||
| 125 DUCK POND ROAD | GLEN COVE | NY | 11542 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| VERONICA S BEARD | ||||||||
| 125 DUCK POND ROAD | GLEN COVE | NY | 11542 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PHILIP J ANDRYC | ||||||||
| 7 BROOKSIDE PARK | GREENWICH | CT | 068315316 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $164,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,078,498 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,848,446 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,848,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,400,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,470,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,470,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,417 | TotalTaxAmt |
| Distributable Before Adj | $1,428,619 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,428,619 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,428,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,563,913 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,563,913 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,417 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,522,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,428,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $242,084 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,692 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,393 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $518,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,563,913 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,428,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,294 | RemainingDistriFromCorpusAmt |
| Total Corpus | $653,393 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $242,084 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $411,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,692 | ExcessFromYear4Amt |
| Excess From Year3 | $68,393 | ExcessFromYear3Amt |
| Excess From Year2 | $88,331 | ExcessFromYear2Amt |
| Excess From Year1 | $54,599 | ExcessFromYear1Amt |
| Excess From Current Year | $135,294 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANSON M BEARD JR | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT | |||||||
| 700 S DIXIE HIGHWAY STE 200 | WEST PALM BEACH | FL | 33401 | NONE | PC | CHARITABLE CONTRIBUTION - LEADERSHIP FUND - PROVIDES COMMUNITY SERVICES TO THOSE IN PALM BEACH AND MARTIN COUNTIES. | $100,000 |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NONE | PC | CHARITABLE CONTRIBUTION - HIGHER EDUCATION - IN SUPPORT OF SCHOOL OF BUSINESS ADMINISTRATION FACILITIES FUND | $25,000 |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | |||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PC | CHARITABLE CONTRIBUTION - LAND AND WATER CONSERVATION ORGANIZATION PROTECTING NATURAL RESOURCES IN SOUTHEASTERN PENNSYLVANIA AND NORTHERN DELAWARE. | $75,000 |
| WHEATON COLLEGE | |||||||
| 26 EAST MAIN STREET | NORTON | MA | 02766 | NONE | PC | CHARITABLE CONTRIBUTION - PRIVATE CHRISTIAN LIBERAL ARTS COLLEGE LOCATED IN WHEATON, ILLINOIS | $75,000 |
| THE POSSE FOUNDATION INC | |||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE CONTRIBUTION - ACADEMIC SERVICES FOR PUBLIC HIGH SCHOOL STUDENTS WITH ACADEMIC AND LEADERSHIP POTENTIAL. | $25,000 |
| AMERICAN TAP DANCE FOUNDATION | |||||||
| 154 CHRISTOPHER STREET - 2B | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE CONTRIBUTION - ESTABLISH AND LEGITIMIZE TAP DANCE AS A VITAL COMPONENT OF AMERICAN DANCE THROUGH CREATION, PRESENTATION, EDUCATION AND PRESERVATION. | $100,000 |
| GOOD FOUNDATION DBA BABY BUGGY INC | |||||||
| 306 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - WORKS WITH CBO'S TO DISTRIBUTE NEW AND GENTLY USED & SAFE CRIBS, STROLLERS, CLOTHING AND BOTTLES TO AT RISK POPULATIONS. | $100,000 |
| ARTS CONNECTION INC | |||||||
| 520 EIGHTH AVENUE STE 321 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - ART PROGRAMS FOR STUDENTS IN THE NYC PUBLIC SCHOOL SYSTEM | $25,000 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | CHARITABLE CONTRIBUTION - LEADERSHIP DEVELOPMENT PROGRAM | $100,000 |
| HARLEM ACADEMY | |||||||
| 1330 FIFTH AVE | NEW YORK | NY | 10026 | NONE | PC | CHARITABLE CONTRIBUTION - GENERAL SUPPORT - EDUCATION FOR LOW INCOME STUDENTS IN EAST HARLEM | $50,000 |
| OPERATION WARM | |||||||
| 6 DICKINSON DRIVE SUITE 314 | CHADDS FORD | PA | 19317 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDES NEW WINTER COATS FOR CHILDREN | $75,000 |
| READWORKS INC | |||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE CONTRIBUTION - HELP EDUCATORS MEET THE NATIONWIDE CRISIS IN READING COMPREHENSION THROUGH RESEARCH BASED, CLASSROOM PROVEN PRACTICES. | $100,000 |
| FRIENDS OF THE HIGH LINE | |||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE CONTRIBUTION - BUILD AND MAINTAIN AN EXTRAORDINARY PUBLIC PARK ON THE HIGH LINE. | $75,000 |
| THE EAST HARLEM SCHOOL AT EXODUS HOUSE | |||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE CONTRIBUTION - MIDDLE SCHOOL EDUCATIONAL SERVICES FOR STUDENTS FROM LOW INCOME FAMILIES. | $100,000 |
| MULTIPYING GOOD INC | |||||||
| 15 WEST 38TH STREET STE 1210 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - SUPPORT AND TRAINING FOR YOUTH | $50,000 |
| ROBIN HOOD | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE CONTRIBUTION - FIGHT POVERTY IN NYC | $25,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS INC | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION, NY CHARTER SCHOOLS | $50,000 |
| COVENANT HOUSE | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE FOOD, SHELTER, CLOTHING, AND HEALTHCARE TO CHILDREN. | $100,000 |
| HELPUSADOPTORG INC | |||||||
| PO BOX 787 | NEW YORK | NY | 10150 | NONE | PC | CHARITABLE CONTRIBUTION - BRING TOGETHER FAMILIES THROUGH ADOPTION. | $50,000 |
| HERON INCOME FUND LP | |||||||
| 654 MADISON AVENUE SUITE 1505 | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE CONTRIBUTION - THROUGH PARTNERSHIP | $2 |
| RIVER FUND NEW YORK INC | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | NONE | PC | CHARITABLE CONTRIBUTION - TO FEED AND EMPOWER THOSE WE SERVE TO MOVE BEYOND THE LINES OF POVERTY | $25,000 |
| DISCOVERY LAND COMPANY FOUNDATION | |||||||
| 301 NORTH CANON DRIVE SUITE 328 | BEVERLY HILLS | CA | 90210 | NONE | PC | CHARITABLE CONTRIBUTION - TO STRENGTHEN NON-PROFIT AND CHARITABLE PROGRAMS THAT SERVE CHILDREN AND FAMILIES | $50,000 |
| THE PATRICK SCHOOL INC | |||||||
| PO BOX 816 | ELIZABETH | NJ | 07207 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE COMPREHENSIVE AND AFFORDABLE EDUCATION TO STUDENTS FROM ALL SOCIOECONOMIC BACKGROUNDS | $50,000 |
| HEAD STRONG PROJECT INC | |||||||
| 655 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 100658043 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE COMPREHENSIVE, EFFECTIVE, AND COST-FREE MENTAL HEALTH CARE TO MILITARY VETERANS DEALING WITH MILITARY RELATED TRAUMAS. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,475,002 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,417 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,622,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 01 | $7,220 | ||
| OTHER INCOME/LOSS | 01 | $255,680 | 523000 | $48,485 |
| TAX-EXEMPT & NONTAXABLE INCOME | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,485 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,451,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,500,457 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP FEES | CategoryTxt |
| Amt | $32,215 | Amt |
| Net Investment Income | $8,054 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,161 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOODMAN NETWORK SER B | ||
| 328,746 SHS GOODMAN NETWORK SR | $391,117 | $179,988 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAMLYN OFFSHORE FUND CL 3 S433 | AT COST | $915,911 | $1,995,297 |
| NEW PROVIDENCE HOLDINGS | AT COST | $965,205 | $2,020,056 |
| BLUE RIDGE PARTNERS-SIDE FUND | AT COST | $14,874 | $10,373 |
| COATUE OFFSHORE | AT COST | $2,000,000 | $2,953,592 |
| MGG SF EVERGREEN UNLEVERED | AT COST | $2,080,580 | $2,072,193 |
| HERON INCOME FUND LP | AT COST | $0 | $0 |
| AG DLI II LP | AT COST | $1,759,939 | $1,803,954 |
| COVISION OFFSHORE FUND LTD | AT COST | $1,500,000 | $1,690,667 |
| LIGHTHOUSE INDIA FUND III LTD | AT COST | $127,569 | $146,419 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $31,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSETS | Desc |
| BOY Book Value | $845 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES-NEW PROV | $196,297 | $196,297 | |
| SECRETARIAL SERVICES | $15,000 | $15,000 | |
| NON-DED EXPENSES-NEW PROV | $122 | ||
| NON-DED EXPENSES-HERON | $21 | ||
| OTHER DEDUCTIONS LIGHTHOUSE | $8,662 | $8,662 | |
| MGG & NEW PROV - FEES | $11,152 | $11,152 | |
| ROYALTY EXPENSES | $42,425 | $42,425 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF & 990-T OVERPAYMENT | $7,220 | |
| NEW PROVIDENCE BALANCED PORTFOLIO LP | $125,903 | $125,308 |
| MGG SF EVERGREEN UNLEVERED FUND LP | $131,120 | $131,120 |
| HERON INCOME FUND LP | $47,142 | -$748 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $37,500 | Amt |
| Net Investment Income | $18,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF/T TAX OVERPAYMENT APPL | $7,220 | |
| FOREIGN TAXES-NEW PROVIDENCE | $6,295 | $6,295 |
| FOREIGN TAXES-HERON INCOME FND | $31 | $31 |
| PY FORM 990-PF EXTENSION PMT | $10,000 | |
| CY FORM 990-PF Q3 ESTIMATE | $8,000 | |
| CY FORM 990-PF Q4 ESTIMATE | $17,000 |
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