BETA

TANSY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TANSY CHARITABLE FOUNDATION (EIN 27-6377439)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-26
IRS object ID
201900579349100400
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-26T07:45:53-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276377439EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TANSY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ERIC WEPSICBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTANSBusinessNameControlTxt
Phone2124780263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11166 AVENUE OF THE AMERICAS 9TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC WEPSICPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2124038304PhoneNum
Signature2019-02-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonATHENA KALOGIANNISPreparerPersonNm
PTINP01251011PTIN
Phone6462135100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.241.159.169IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-22IPDt
IP Tm15:03:16IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAB8BD5A88D4BA927D2DA994192B6818756100B67AtSubmissionCreationDeviceId
At Submission Filing Device Id490BE05DA1A8F9617A7A5AED64827737226F122AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$286,367,997FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,877,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,877,129DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,574,438NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,000,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,574,438CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$70,451,567TotalRevAndExpnssAmt
Total Net Invst Incm$30,451,567TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,775AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,775AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,655OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,655OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,205TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,775TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,430TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,029,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,775TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,005,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$60,422,362ExcessRevenueOverExpensesAmt
Net Investment Income$30,447,792NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,715,785SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$75,474,535SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$75,474,535SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$112,059,582OtherInvestmentsBOYAmt
Other Investments EOY$141,723,194OtherInvestmentsEOYAmt
Other Investments EOYFMV$210,893,462OtherInvestmentsEOYFMVAmt
Total Assets BOY$156,775,367TotalAssetsBOYAmt
Total Assets EOY$217,197,729TotalAssetsEOYAmt
Total Assets EOYFMV$286,367,997TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$156,775,367CapitalStockBOYAmt
Capital Stock EOY$217,197,729CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$156,775,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$217,197,729TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$156,775,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$217,197,729TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$156,775,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$60,422,362ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$217,197,729SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$217,197,729TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD - TOTAL STOCK MKT IDX INSTPropertyDesc
Sold2018-06-28SoldDt
Gross Sales Price$50,000,000GrossSalesPriceAmt
Cost Or Other Basis$22,425,562CostOrOtherBasisAmt
Gain Or Loss$27,574,438GainOrLossAmt
Gains Minus Excess Or Losses$27,574,438GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,574,438CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,834,342AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$200,807,332NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039014DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,190,256AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$158,339,563NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039095DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,396,624AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$122,591,825NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035864DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,508,102AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$92,859,297NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037779DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,001,926AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$70,235,014NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028503DistributionYr5Rt
Total Distribution0.180255TotalDistributionRt
Average Distribution0.036051AverageDistributionRt
Net Vl Noncharitable Assets$251,757,261NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,076,101AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$304,478NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,380,579AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,005,430QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$304,478InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$304,478SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$304,478TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,912EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,912TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10,759EsPenaltyAmt
Tax Due$286,325TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksERIC WEPSICIndividualWithBooksNm
Phone2124780263PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11166 AVENUE OF THE AMERICAS 9TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonERIC WEPSICPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11166 AVENUE OF THE AMERICAS 9THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$209,291,612AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,299,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$255,591,128TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$255,591,128AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,833,867CashDeemedCharitableAmt
Net Vl Noncharitable Assets$251,757,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,587,863MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,587,863MinimumInvestmentReturnAmt
Tax Based On Investment Income$304,478TaxBasedOnInvestmentIncomeAmt
Total Tax$304,478TotalTaxAmt
Distributable Before Adj$12,283,385DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,283,385DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,283,385DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,005,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,005,430QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$304,478PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,700,952AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,283,385DistributableAsAdjustedAmt
Undistributed Income PY$9,949,564UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,005,430QualifyingDistributionsAmt
Applied To Year1$9,949,564AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,227,519UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerERIC WEPSICContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY PARTNERS INTERNATIONAL
2560 NINTH STREETBERKELEYCA94710N/APCGENERAL USE$600,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795N/APCGENERAL USE$1,900,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STREETNEW YORKNY10011N/APCGENERAL USE$4,000,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 1400BOSTONMA021998190N/APCGENERAL USE$2,000,000
THE CARTER CENTER
ONE COPENHILL 453 FREEDOM PARKWAYATLANTAGA30307N/APCGENERAL USE$1,000,000
THE HERTZ FOUNDATION
2300 FIRST STREET STE 250LIVERMORECA94550N/APCGENERAL USE$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,877,129ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,574,438ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,451,567ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,451,567TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC WEPSICBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11166 AVENUE OF THE AMERICAS 9TH FLOAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Total Contributions$40,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX FEESCategoryTxt
Amt$7,550Amt
Net Investment Income$3,775NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,775DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD - TOTAL STOCK MKT IDX INSTAT COST$47,285,580$82,934,179
D. E. SHAW COMPOSITE INTERNATIONAL FUNDAT COST$42,215,000$60,554,389
D. E. SHAW OCULUS INTERNATIONAL FUNDAT COST$19,455,114$23,439,198
D. E. SHAW VALENCE INTERNATIONAL FUND LPAT COST$32,767,500$43,965,696

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS ANNUAL FILING FEE$1,500$0$1,500
NY LAW JOURNAL FILING FEE$155$0$155

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2018 990-W Q1 PAYMENTCategoryTxt
Amt$20,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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