TSUNAMI FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TSUNAMI FOUNDATION (EIN 13-7019761)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349102393
- Schema version
- 2016v3.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:59:38-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 7900 SE 28TH STREET STE 226 | 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 | 2016-01-01 | 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 | 421 PERUVIAN AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANSON M BEARD JR | PersonNm |
| Person Title | SETTLOR | PersonTitleTxt |
| Phone | 2062754600 | PhoneNum |
| Signature | 2017-11-09 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.245.134.197 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91725420173195000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9EB0A75C05EB96C52FE76BABE6EC3E826D72A565 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F50824A0190D0008867BC140ACCDA048A68749B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,062,823 | 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 | $80 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $167,988 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167,988 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $301,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $417,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,000,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $417,898 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,914 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$317 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $919,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $887,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $23,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,450 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $51,743 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $51,743 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $37,468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,220 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $210,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195,787 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $323,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,415,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,415,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,738,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,453,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$818,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $255,783 | CashBOYAmt |
| Cash EOY | $857,009 | CashEOYAmt |
| Cash EOYFMV | $857,009 | CashEOYFMVAmt |
| Acct Rcvbl | $62,529 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,485 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62,529 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,529 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $488,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,929,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,959,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,843,285 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,186,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,367,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,062,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $25,186,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,367,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,186,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,367,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,186,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,367,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,186,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$818,767 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,368,056 | SubtotalAmt |
| Other Decreases | $592 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,367,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| NET SHORT TERM GAIN (LOSS) FROM PARTNERSHIPS | $46,240 | -$46,240 | -$46,240 | |
| NET LONG TERM GAIN (LOSS) FROM PARTNERSHIPS | $171,185 | -$171,185 | -$171,185 | |
| REDEMPTION - BLUE RIDGE OFFSHORE LP | $897,341 | $563,630 | $563,630 | $1,460,971 |
| REDEMPTION - HOPLITE OFFSHORE FUND LTD | $2,000,000 | $54,746 | $54,746 | $2,054,746 |
| REDEMPTION - AG LONG-TERM SUPER FUND, LP | $11,035 | -$10,149 | -$10,149 | $886 |
| MORGAN STANLEY ST SALES | $1,456,593 | $27,096 | $27,096 | $1,483,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $417,898 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,570,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,334,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051759 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,646,219 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,550,546 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,117,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,194,711 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050369 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $937,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,008,573 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,013,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,366,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049775 | DistributionYr5Rt |
| Total Distribution | 0.250934 | TotalDistributionRt |
| Average Distribution | 0.050187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,828,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,396,617 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,402,964 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,453,460 | 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 | $6,347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,347 | SubtotalAmt |
| Tax Based On Investment Income | $6,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,231 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,231 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,884 | OverpaymentAmt |
| Applied To ES Tax | $25,884 | 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 | false | 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 | 421 PERUVIAN AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | ||||||||
| 421 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | SETTLOR | 0 | $0 | $0 | $0 |
| DEBRA BEARD | ||||||||
| 421 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | TRUSTEE | 0 | $0 | $0 | $0 |
| ANSON H BEARD | ||||||||
| 176 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 0 | $0 | $0 | $0 |
| VERONICA M BEARD | ||||||||
| 176 EAST 64TH STREET | NEW YORK | NY | 10065 | TRUSTEE | 0 | $0 | $0 | $0 |
| JAMES M BEARD | ||||||||
| 29 EAST 10TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | TRUSTEE | 0 | $0 | $0 | $0 |
| VERONICA S BEARD | ||||||||
| 29 EAST 10TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | TRUSTEE | 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 | $27,649,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $603,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,252,052 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,252,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $423,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,828,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,391,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,391,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,347 | TotalTaxAmt |
| Distributable Before Adj | $1,385,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,385,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,385,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,453,460 | 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 | $1,453,460 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,347 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,447,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,385,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,008 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $30,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,692 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $344,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,453,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,385,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,393 | RemainingDistriFromCorpusAmt |
| Total Corpus | $412,558 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,008 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $405,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $30,381 | ExcessFromYear3Amt |
| Excess From Year2 | $242,084 | ExcessFromYear2Amt |
| Excess From Year1 | $64,692 | ExcessFromYear1Amt |
| Excess From Current Year | $68,393 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE PROGRAMS AND SERVICES TO SEVERELY INJURED SERVICE MEMBERS DURING THE TIME BETWEEN ACTIVE DUTY AND TRANSITION TO CIVILIAN LIFE. | $15,000 | |
| 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 | $50,000 | |
| MIDDLESEX SCHOOL | ||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NONE | PC | CHARITABLE CONTRIBUTION - DAY AND BOARDING SCHOOL FOR GRADES 9-12 IN CONCORD MASSACHUSETTS | $100,000 | |
| BRANDYWINE CONSERVANCY | ||||||||
| 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. | $100,000 | |
| WHEATON COLLEGE | ||||||||
| 26 EAST MAIN STREET | NORTON | MA | 02766 | NONE | PC | CHARITABLE CONTRIBUTION - PRIVATE CHRISTIAN LIBERAL ARTS COLLEGE LOCATED IN WHEATON, ILLINOIS | $100,000 | |
| POSSE FOUNDATION | ||||||||
| 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. | $50,000 | |
| 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. | $75,000 | |
| GOOD PLUS FKA BABY BUGGY | ||||||||
| 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 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE URGENT MEDICAL CARE IN COUNTRIES TO VICITMS OF WAR AND DISASTER. | $25,000 | |
| ARTS CONNECTION | ||||||||
| 520 EIGHTH AVENUE STE 231 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - ART PROGRAMS FOR STUDENTS IN THE NYC PUBLIC SCHOOL SYSTEM | $25,000 | |
| CITY HARVEST | ||||||||
| 575 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - FEEDING NYC'S HUNGRY MEN, WOMEN AND CHILDREN. | $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 | |
| URBAN EDUCATION EXCHANGE DBA READWORKS | ||||||||
| 219 WEST 135TH STREET | NEW YORK | NY | 10030 | NONE | PC | CHARITABLE CONTRIBUTION - HELP EDUCATORS MEET THE NATIONWIDE CRISIS IN READING COMPREHENSION THROUGH RESEARCH BASED, CLASSROOM PROVEN PRACTICES. | $100,000 | |
| FRIENDS OF THE HIGHLINE | ||||||||
| 529 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE CONTRIBUTION - BUILD AND MAINTAIN AN EXTRAORDINARY PUBLIC PARK ON THE HIGH LINE. | $75,000 | SUITE 8W |
| EAST HARLEM SCHOOL AT EXODUS HOUSE | ||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10229 | NONE | PC | CHARITABLE CONTRIBUTION - MIDDLE SCHOOL EDUCATIONAL SERVICES FOR STUDENTS FROM LOW INCOME FAMILIES. | $100,000 | |
| THE FUTURE PROJECT | ||||||||
| 636 BROADWAY STE 704 | NEW YORK | NY | 10012 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE RESOURCES TO EMPOWER CHILDREN | $50,000 | |
| JEFFERSON AWARDS FOUNDATION | ||||||||
| 100 WEST 10TH STREET STE 215 | WILMINGTON | DE | 198011665 | 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 | ||||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION, NY CHARTER SCHOOLS | $25,000 | |
| NEW PROVIDENCE BALANCED PORTFOLIO LP | ||||||||
| 570 LEXINGTON AVE 5TH FL | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTION - THRU PARTNERSHIP | $5 | |
| HERON INCOME FUND LP | ||||||||
| 654 MADISON AVENUE SUITE 1505 | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE CONTRIBUTION - THRU PARTNERSHIP | $5 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,415,010 | 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 | $167,988 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,891 | 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 | $417,898 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 01 | $32,231 | ||
| OTHER INCOME/LOSS | 01 | -$317 | 900001 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $919,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,691 | 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 FEES-FLSV | CategoryTxt |
| Amt | $23,450 | Amt |
| Disbursements Charitable Prps | $23,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOODMAN NETWORK SER B | BondNm |
| EOY Book Value | $488,750 | EOYBookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG LONG-TERM SUPER FUND LP | AT COST | $0 | $0 |
| TAO L HOLDINGS LTD | AT COST | $0 | $0 |
| SAMLYN OFFSHORE FUND CL 1 S60 | AT COST | $348,762 | $583,901 |
| SAMLYN OFFSHORE FUND CL 3 S433 | AT COST | $915,911 | $1,535,321 |
| BLUE RIDGE PARTNERS | AT COST | $0 | $0 |
| NEW PROVIDENCE HOLDINGS | AT COST | $14,947,975 | $17,592,727 |
| BLUE RIDGE PARTNERS-SIDE FUND | AT COST | $52,549 | $55,404 |
| NEW GENERATION TURNAROUND | AT COST | $1,747,861 | $1,843,075 |
| COATUE OFFSHORE | AT COST | $2,000,000 | $2,173,920 |
| HOPLITE OFFSHORE FUND LTD | AT COST | $0 | $61,643 |
| GOTHAM OFFSHORE FUND | AT COST | $1,200,000 | $1,158,380 |
| MGG SF EVERGREEN UNLEVERED | AT COST | $751,688 | $757,602 |
| HERON INCOME FUND LP | AT COST | $994,430 | $1,081,312 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSES - NEW PROV | $4 |
| PRIOR PERIOD ADJUSTMENT - CORTLAND | $526 |
| NON-DEDUCTIBLE EXPENSES - HERON | $62 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARIAL SERVICES | $15,000 | $15,000 | |
| INVESTMENT EXPENSES - AGLT | $300 | $300 | |
| INVESTMENT EXPENSES - NEW PROV | $176,924 | $176,924 | |
| INVESTMENT EXPENSES - NEW GEN | $18,563 | $18,563 | |
| OTHER EXPENSES | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AG LONG-TERM SUPER FUND | -$139 | -$139 |
| NEW PROVIDENCE | $1,864 | $1,864 |
| 990PF OVERPAYMENT APPLIED | $32,231 | |
| NEW GENERATION | $1,615 | $1,615 |
| HERON INCOME FUND LP | -$7,622 | -$7,622 |
| MGG SF EVERGREEN | $3,965 | $3,965 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANSON M BEARD JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PERUVIAN AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX - OVERPAYMENT APPL | $32,231 | |
| EXCISE TAX | $17 | |
| FOREIGN TAXES | $5,220 | $5,220 |
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