THE TEPPER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-06
- IRS object ID
- 201530969349100713
- Schema version
- 2013v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-06T16:47:06-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 COLUMBIA TURNPIKE SUITE 202 | AddressLine1 |
| City | FLORHAM PARK | City |
| State | NJ | State |
| ZIP Code | 07932 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 INC | BusinessNameLine1 |
| 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 PARKWAY NO | AddressLine1 |
| Address Line2 | 250B | AddressLine2 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A TEPPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737017000 | PhoneNum |
| Signature | 2015-04-01 | 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 | 2015-03-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $205,307,491 | 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 | $41,059,996 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $127,529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127,529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $303,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $303,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,261,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,864,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,261,672 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,752,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,692,769 | 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 |
| Accounting Fees Rev And Expnss | $14,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,750,728 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,750,728 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,804,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,764,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,948,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,692,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $855 | CashEOYAmt |
| Cash EOYFMV | $855 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $493,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,047,540 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,047,540 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,483,336 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,852,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,192,053 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $600,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,572,285 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,666,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,097,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,494,758 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,243,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,598,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $205,307,491 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,075 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,075 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,075 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,075 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $45,237,680 | CapitalStockBOYAmt |
| Capital Stock EOY | $75,592,136 | 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 | $45,237,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,592,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,243,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,598,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,237,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,948,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $76,185,938 | SubtotalAmt |
| Other Decreases | $593,802 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,592,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 55,495 SHS XSTELOS HOLDINGS INC | D | 2014-06-24 | 2014-11-24 | $18,868 | $33,297 | -$14,429 | -$14,429 |
| 2,541.985 SHS THOROUGHBRED OFFSHORE FUND LTD | P | 2008-07-01 | 2013-12-20 | $1,499,780 | $429,555 | $1,070,225 | $1,070,225 |
| PALOMINO, LTD | P | 2007-11-30 | 2013-12-20 | $2,345,746 | $2,345,746 | $2,345,746 | |
| COLUMBUS HILL | P | 2007-12-01 | 2014-11-30 | $139,870 | -$139,870 | -$139,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,261,672 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,900,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $143,530,594 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041106 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,867,847 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $119,431,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,002,536 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $117,143,084 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042704 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,130,653 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,929,601 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031018 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,005,740 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,043,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047677 | DistributionYr5Rt |
| Total Distribution | 0.211637 | TotalDistributionRt |
| Average Distribution | 0.042327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $184,914,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,826,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,928 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,863,817 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,764,878 | 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 | $36,928 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,928 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $692 | EsPenaltyAmt |
| Tax Due | $30,120 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | AddressLine1 |
| Address Line2 | 250B | AddressLine2 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| 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 | AddressLine1 |
| Address Line2 | 250B | AddressLine2 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| 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 | $23,289,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,338,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $158,103,254 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,730,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,730,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,815,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,914,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,245,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,245,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,928 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,928 | TotalTaxAmt |
| Distributable Before Adj | $9,208,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,208,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,208,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,764,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,764,878 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $36,928 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,727,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,208,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,108,486 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,764,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,108,486 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,656,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,552,420 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETTER EDUCATION INSTITUTE INC | |||||||
| 11 COMMERCE DRIVE | CRANFORD | NJ | 07016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,073,000 |
| HARLEM CHILDRENS ZONE INC | |||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| PARTNERS FOR WOMEN AND JUSTICE INC | |||||||
| 60 SOUTH FULLERTON AVE STE 106 | MONTCLAIR | NJ | 07042 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| TEACH FOR AMERICA | |||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| TEMPLE BETH SHALOM | |||||||
| 193 EAST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $12,000,228 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| PARKINSONS UNITY WALK | |||||||
| PO BOX 275 | KINGSTON | NJ | 08528 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| SUCCESS ACADEMY CHARTER SCHOOLS INC (FKA SUCCESS CHARTER NETWORK INC) | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| AVON FOUNDATION FOR WOMEN (AVON WALK EVENT) | |||||||
| 777 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,750,728 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,529 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,261,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,692,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,692,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID TEPPER | |||||||
| 1 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $2,026,373 | Yes (X) | Yes (X) |
| APPALOOSA MANAGEMENT CHARITABLE FOU | |||||||
| 2 | 51 JFK PARKWAY SUITE 250B | SHORT HILLS | NJ | 07078 | $21,045,000 | Yes (X) | |
| DAVID TEPPER | |||||||
| 3 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $5,165,163 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 4 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $260,477 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 5 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $5,974,041 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 6 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $233,519 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 7 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $134,993 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 8 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $151,875 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 9 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $5,708,793 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 10 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $326,465 | Yes (X) | Yes (X) |
| DAVID TEPPER | |||||||
| 11 | C/O APPALOOSA 51 JFK PKWY SUITE 250 | SHORT HILLS | NJ | 07078 | $33,297 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 130,146 SHS BANK OF AMERICA | $2,026,373 | 2014-06-24 |
| 3 | 107,395 SHS CITIGROUP INC | $5,165,163 | 2014-06-24 |
| 4 | 14,842 SHS CNO FINANCIAL GROUP INC | $260,477 | 2014-06-24 |
| 5 | 276,640 SHS FIFTH THIRD BANCORP | $5,974,041 | 2014-06-24 |
| 6 | 27,185 SHS MUELLER WATER PRODUCTS, INC | $233,519 | 2014-06-24 |
| 7 | 3,646 SHS NRG ENERGY, INC | $134,993 | 2014-06-24 |
| 8 | 8,879 SHS ROUSE PROPERTIES, INC | $151,875 | 2014-06-24 |
| 9 | 141,167 SHS SUNTRUST BANKS INC | $5,708,793 | 2014-06-24 |
| 10 | 10,837 SHS WALTER INVESTMENT MGMT CORP | $326,465 | 2014-06-24 |
| 11 | 55,495 SHS XSTELOS HOLDINGS, INC | $33,297 | 2014-06-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,150 | 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 | $1,572,285 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSECO INC/CNO FINANCIAL GROUP INC | $1,673,934 | $1,488,986 |
| RELIANT ENERGY, INC/RRI ENERGY INC/NRG ENERGY | $1,006,709 | $402,097 |
| MCDERMOTT INTERNATIONAL | $149,270 | $71,128 |
| BABCOCK & WILCOX | $140,870 | $296,744 |
| WALTER ENERGY INC | $1,609,404 | $54,178 |
| BANK OF AMERICA | $2,049,306 | $2,350,259 |
| FIFTH THIRD BANCORP | $7,068,277 | $7,242,194 |
| SUNTRUST BANKS INC | $6,292,656 | $6,439,435 |
| CITIGROUP INC | $5,289,260 | $6,008,696 |
| MUELLER WATER PRODUCTS | $233,519 | $257,986 |
| WALTER INVESTMENT MGMT CORP | $326,465 | $202,002 |
| SPDR S&P 500 ETF TRUST | $2,860,894 | $3,215,951 |
| ROUSE PROPERTIES INC | $151,875 | $162,397 |
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 | $24,154,877 | $95,287,054 |
| THOROUGHBRED OFFSHORE FUND | AT COST | $8,942,500 | $27,047,693 |
| PALOMINO | AT COST | $4,000,000 | $44,160,011 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATED/DEPRECIATED GAIN/LOSS FROM DONATED STOCK | Description |
| Amount | $593,802 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Revenue And Expenses Per Books | $593 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $6,075 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPALOOSA MANAGEMENT CHARITABLE FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 JFK PARKWAY SUITE 250B | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $39,036 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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