THE TEPPER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-08-30
- IRS object ID
- 201832429349100013
- Schema version
- 2016v3.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-30T16:01:45-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223754856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTRACHT EARLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 COLUMBIA TURNPIKE SUITE 202 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | 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 DAVID TEPPER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9737017000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O APPALOOSA 51 JFK PKWY NO 250B | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A TEPPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737017000 | PhoneNum |
| Signature | 2018-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S UNTRACHT | PreparerPersonNm |
| PTIN | P00161568 | PTIN |
| Phone | 9734086700 | PhoneNum |
| Preparation | 2018-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $270,519,384 | 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 | $74,973,069 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,638,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,638,335 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $76,611,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,638,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,526 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,526 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $22,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,526 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,073,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,073,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,131,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,109,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,480,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,638,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,363 | CashBOYAmt |
| Cash EOY | $2,391 | CashEOYAmt |
| Cash EOYFMV | $2,391 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,632,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,218,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,218,216 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26,257,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,007,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,985,449 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $600,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,738,831 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,085,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,085,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $163,574,497 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $82,577,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,912,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $270,519,384 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,075 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,075 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,075 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,075 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $82,571,160 | CapitalStockBOYAmt |
| Capital Stock EOY | $134,897,915 | 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 | $82,571,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,897,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,577,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,912,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,571,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,480,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,846,744 | OtherIncreasesAmt |
| Subtotal | $134,897,915 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,897,915 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,635,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $189,624,210 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093003 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,062,581 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $206,623,768 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087418 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,727,950 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $184,914,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074239 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,900,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $143,530,594 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041106 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,867,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $119,431,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049132 | DistributionYr5Rt |
| Total Distribution | 0.344898 | TotalDistributionRt |
| Average Distribution | 0.068980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $255,806,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,645,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,384 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,661,919 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,109,434 | 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 | $16,384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,288 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $59 | EsPenaltyAmt |
| Overpayment | $7,845 | OverpaymentAmt |
| Applied To ES Tax | $7,845 | 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 |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID A TEPPER | IndividualWithBooksNm |
| Phone | 9737017000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O APPALOOSA 51 JFK PARKWAY STE | AddressLine1Txt |
| Address Line2 | 250B | AddressLine2Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A TEPPER | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $81,186,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,980,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $156,534,643 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,702,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $259,702,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,895,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,806,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,790,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,790,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,384 | TotalTaxAmt |
| Distributable Before Adj | $12,773,943 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,773,943 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,773,943 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,109,434 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,109,434 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,384 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,093,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,773,943 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,573,415 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,532,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,105,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,109,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,773,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,335,491 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,440,990 | 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 | $27,440,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,573,415 | ExcessFromYear2Amt |
| Excess From Year1 | $8,532,084 | ExcessFromYear1Amt |
| Excess From Current Year | $13,335,491 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A TEPPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS SERVICE CENTER | |||||||
| 89 MARKET STREET 8TH FLOOR | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 |
| APPOLLO THEATER | |||||||
| 253 W 125TH STREET | NEW YORK | NY | 10027 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| BETTER EDUCATION INSTITUTE INC | |||||||
| 11 COMMERCE DRIVE | CRANFORD | NJ | 07016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $503,400 |
| BLUE MERIDIAN | |||||||
| 415 MADISON AVENUE | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $2,332,360 |
| CHURCH WORLD SERVICES | |||||||
| 475 RIVERSIDE DRIVE SUITE 700 | NEW YORK | NY | 10115 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $12,000,648 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $450,000 |
| HIAS | |||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD SUITE 1400 | ATLANTA | GA | 30322 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $17,500 |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA | |||||||
| 735 NE 125TH STREET | NORTH MIAMI | FL | 33161 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| FOOD BANK OF MONMOUTH & OCEAN COUNTIES | |||||||
| 3300 NJ-66 | NEPTUNE CITY | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| HARLEM CHILDRENS ZONE INC | |||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 |
| HOMEFRONT INC | |||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| MCLEAN HOSPITAL-BOSTON | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| PARKINSON'S DISEASE FOUNDATION | |||||||
| 1359 BROADWAY 1509 | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $3,451,000 |
| RESCUE MISSION OF TRENTON | |||||||
| 98 CARROLL STREET | TRENTON | NJ | 08618 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $85,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $2,450,000 |
| SAINT BARNABAS DEVELOPMENT FOUNDATION | |||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SINGLE STOP USA | |||||||
| 123 WILLIAM ST 901 | NEW YORK | NY | 10038 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,400,000 |
| TEMPLE BETH SHALOM | |||||||
| 193 EAST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $19,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| HILLEL THE FOUNDATION JEWISH CAMPUS LIFE | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| ACLU | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10033 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| WNET PUBLIC TV | |||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,073,908 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,638,335 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,638,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $41 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,638,376 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | RECOVERY OF GRANT PAID | RelationshipStatementTxt |
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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID TEPPER | |||||||
| 1 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $6,646,350 | Yes (X) | |
| DAVID TEPPER | |||||||
| 2 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $12,463,500 | Yes (X) | |
| DAVID TEPPER | |||||||
| 3 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $4,370,346 | Yes (X) | |
| DAVID TEPPER | |||||||
| 4 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $11,997,200 | Yes (X) | |
| DAVID TEPPER | |||||||
| 5 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $1,196,134 | Yes (X) | |
| DAVID TEPPER | |||||||
| 6 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $1,000,334 | Yes (X) | |
| DAVID TEPPER | |||||||
| 7 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $12,299,205 | Yes (X) | |
| DAVID TEPPER | |||||||
| 8 | C/O APPALOOSA 51 JFK PARKWAY SUITE | LIVINGSTONE | NJ | 07078 | $25,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 295,000 SHS BANK OF AMERICA | $6,646,350 | 2016-12-19 |
| 2 | 210,000 SHS CITIGROUP INC | $12,463,500 | 2016-12-19 |
| 3 | 225,741 SHS CNO FINANCIAL GROUP INC. | $4,370,346 | 2016-12-19 |
| 4 | 445,000 FIFTH THIRD BANCORP | $11,997,200 | 2016-12-19 |
| 5 | 87,951 SHS MUELLER WATER PRODUCTS CMS SERIES A | $1,196,134 | 2016-12-19 |
| 6 | 73,554 SHS MUELLER WATER PRODUCTS, INC | $1,000,334 | 2016-12-19 |
| 7 | 223,500 SHS SUNTRUST BANKS INC | $12,299,205 | 2016-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,000,000 RUSSIAN FEDERATION | BondNm |
| EOY Book Value | $600,000 | EOYBookValueAmt |
| EOYFMV | $1,738,831 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSECO INC/CNO FINANCIAL GROUP INC | $5,379,222 | $7,013,195 |
| RELIANT ENERGY, INC/RRI ENERGY INC/NRG ENERGY | $877,448 | $289,772 |
| MCDERMOTT INTERNATIONAL | $72,223 | $118,512 |
| BABCOCK & WILCOX COMPANY | $81,117 | $21,709 |
| WALTER ENERGY INC | $1,609,404 | $315 |
| BANK OF AMERICA | $7,941,508 | $10,831,083 |
| FIFTH THIRD BANCORP | $17,584,712 | $21,471,138 |
| SUNTRUST BANKS INC | $16,998,009 | $20,935,218 |
| CITIGROUP INC | $15,993,136 | $21,473,484 |
| MUELLER WATER PRODUCTS | $2,279,121 | $2,137,376 |
| WALTER INVESTMENT MGMT CORP | $288,326 | $3,514 |
| SPDR S&P 500 ETF TRUST | $2,860,894 | $4,113,220 |
| BWX TECHOLOGIES, INC. | $42,010 | $576,913 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBUS HILL OVERSEAS LTD | AT COST | $18,806,063 | $81,989,581 |
| THOROUGHBRED OFFSHORE FUND | AT COST | $7,657 | $0 |
| PALOMINO-SERIES 0102/0717 | AT COST | $27,271,533 | $81,584,916 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,526 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,526 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $41 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATED/DEPRECIATED GAIN/LOSS FROM DONATED STOCK | Desc |
| Amt | $1,846,744 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO APPALOOSA MANAGEMENT | Desc |
| BOY Book Value | $6,075 | BOYBookValueAmt |
| EOY Book Value | $15,075 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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