THE TEPPER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-04-14
- IRS object ID
- 201411049349100221
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-14T18:25:42-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223754856 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTRACHT EARLY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223500313 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID TEPPER CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 9737017000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 STONEHENGE TERRACE NO 250B | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A TEPPER | Name |
| Title | PRESIDENT | Title |
| Phone | 9737017000 | Phone |
| Date Signed | 2014-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID S UNTRACHT | Name |
| PTIN | P00161568 | PTIN |
| Phone | 9734086700 | Phone |
| Date Prepared | 2014-03-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 162433034 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 315971 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 315971 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 456256 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2583877 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2114481 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 772231 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2430456 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12300 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3400 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15700 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12300 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5887720 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5887720 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5903420 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5900020 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5131189 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2430456 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12003 | CashBOY |
| Cash EOY | 3 | CashEOY |
| Cash EOYFMV | 3 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 347287 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 493614 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 493614 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 16848647 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 12483336 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10520918 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 600000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 600000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1706750 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 32847342 | InvestmentsOtherBOY |
| Investments Other EOY | 31666802 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 149711749 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 50655279 | TotalAssetsBOY |
| Total Assets EOY | 45243755 | TotalAssetsEOY |
| Total Assets EOYFMV | 162433034 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 6075 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 6075 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 6075 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6075 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 50649204 | CapitalStockBOY |
| Capital Stock EOY | 45237680 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 50649204 | TotalNetAssetsBOY |
| Total Net Assets EOY | 45237680 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 50655279 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 45243755 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 50649204 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5131189 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 45518015 | Subtotal |
| Other Decreases | 280335 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 45237680 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 26,000 SHS CNO FINANCIAL GROUP INC. | D | 2002-11-12 | 2013-11-13 | 425628 | 99580 | 326048 | 326048 |
| 3,400 SHS NRG ENERGY | D | 2002-10-18 | 2013-11-13 | 92163 | 31608 | 60555 | 60555 |
| 7,325 SHS MCDERMOTT INTERNATIONAL | D | 2003-05-02 | 2013-11-13 | 58600 | 4231 | 54369 | 54369 |
| 3,650 SHS BABCOCK & WILCOX | D | 2003-05-02 | 2013-11-13 | 116124 | 3981 | 112143 | 112143 |
| 6,225 SHS WALTER ENERGY INC | D | 2009-12-21 | 2013-11-13 | 110482 | 2658 | 107824 | 107824 |
| 30,250 SHS FIFTH THIRD BANCORP | D | 2010-12-31 | 2013-11-13 | 598583 | 65891 | 532692 | 532692 |
| 8,300 SHS SUNTRUST BANKS INC | D | 2011-03-31 | 2013-11-13 | 293052 | 244269 | 48783 | 48783 |
| 2,825 SHS BANK OF AMERICA | P | 2009-03-04 | 2013-11-13 | 41116 | 8325 | 32791 | 32791 |
| 1,430 SHS CITIGROUP | P | 2009-02-24 | 2013-11-13 | 71187 | 8853 | 62334 | 62334 |
| NRG ENERGY-CASH IN LIEU | D | 2011-03-31 | 2012-12-31 | 18 | 18 | 18 | |
| 376.7835 SHS PALOMINO | P | 2012-12-27 | 776924 | 776924 | 776924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2114481 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5867847 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 119431028 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049132 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5002536 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 117143084 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042704 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3130653 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 100929601 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.031018 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3005740 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 63043564 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047677 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3121761 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 60105945 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051938 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.222469 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044494 | AverageDistributionRatio |
| Net Noncharitable Assets | 143530594 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6386250 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 24305 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6410555 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5900020 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 48609 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 48609 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 48609 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17073 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17073 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 593 | PenaltyForUnderpayment |
| Tax Due | 32129 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID A TEPPER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9737017000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 STONEHENGE TERRACE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID A TEPPER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 STONEHENGE TERRACE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 14139692 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1446763 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 130129884 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 145716339 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 145716339 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2185745 | CashDeemedCharitable |
| Net Noncharitable Assets | 143530594 | NetNoncharitableAssets |
| Minimum Investment Return | 7176530 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7176530 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 48609 | TaxBasedOnInvestmentIncome |
| Total Tax | 48609 | TotalTax |
| Distributable Amount Before Adj | 7127921 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 7127921 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 7127921 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5900020 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5900020 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5900020 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7127921 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 5880585 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5900020 | QualifyingDistributions |
| Applied To Year1 | 5880585 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19435 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 7108486 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A TEPPER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENWILLE AVE | DALLAS | TX | 75231 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| AMERICAN ORT INC | ||||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| BETTER EDUCATION INSTITUTE INC | ||||||||
| 94 CHURCH STREET | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $301,000 | |
| CARE | ||||||||
| 650 FIRST AVE | NEW YORK | NY | 10016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| CARE USA | ||||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| CHABAD ON CAMPUS | ||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $18,000 | |
| COMMUNITY FOODBANK OF NJ | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $497,782 | |
| EMORY UNIVERSITY | ||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $22,500 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $600,000 | |
| FOOD BANK OF MONMOUTH & OCEAN COUNTIES | ||||||||
| 330 ROUTE 66 | NEPTUNE | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| FOOD BANK OF SOUTH JERSEY | ||||||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 NORTH LINDEN | DUQUESNE | PA | 15110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $275,000 | |
| HILLEL THE FOUNDATION JEWISH CAMPUS LIFE | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $73,125 | |
| JEWISH FAMILY SERVICES OF METROWEST | ||||||||
| 475 FRANKLIN STREET SUITE 101 | FARMINGHAM | MA | 01702 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| NEW JERSEY AFTER 3 INC | ||||||||
| 391 GEORGE ST 2 | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| PARKINSONS DISEASE FOUNDATION | ||||||||
| 1501 NW 9TH AVENUE | MIAMI | FL | 33136 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| PARTNERS FOR WOMEN'S JUSTICE | ||||||||
| 60 SOUTH FULLERTON AVE STE 106 | MONTCLAIR | NJ | 07042 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| PHOENIX HOUSE | ||||||||
| 164 WEST 74TH STREET | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $943,170 | |
| SAINT BARNABAS DEVELOPMENT FOUNDATION | ||||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| ST ANTHONY HIGH SCHOOL | ||||||||
| 175 EIGHT STREET | JERSEY CITY | NJ | 07302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| TEAM ACADEMY | ||||||||
| 60 PARK PLACE SUITE 802 | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |
| TEMPLE BETH SHALOM | ||||||||
| 193 EAST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| TEPPER FAMILY DONOR ADVISORY FUND | ||||||||
| 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $498,505 | |
| UNION COLLEGE | ||||||||
| 331 W 57TH ST 239 | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| UNITED JEWISH APPEAL OF METROWEST | ||||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $403,038 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 200 SOUTH CRAIG STREET | PITTSBURGH | PA | 15260 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| CHABAD THOUSAND OAKS | ||||||||
| 2060 E AVENIDA DE LOS ARBOLES SUITE | THOUSAND OAKS | CT | 91362 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $3,600 | 1 |
| HARLEM CHILDRENS ZONE | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| RED CROSS | ||||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE AVENUE | OKLAHOMA CITY | OK | 73137 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| FRIENDSHIP CIRCLE | ||||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $27,000 | |
| ACTION AGAINST HUNGER | ||||||||
| 247 W 37TH STREET | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| MEDICINS SANS FRONTIERES USA INC | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| UNCOMMON SCHOOLS | ||||||||
| C/O RHF 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5887720 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $315,971 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $456,256 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $772,231 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 772231 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $12,300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12300 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 1,000,000 RUSSIAN FEDERATION | NameOfBond |
| EOY Book Value | 600000 | EOYBookValue |
| EOYFMV | 1706750 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CONSECO INC/CNO FINANCIAL GROUP INC | 2959727 | 2516512 |
| RELIANT ENERGY, INC/RRI ENERGY INC | 1825336 | 510678 |
| MCDERMOTT INTERNATIONAL | 312568 | 341933 |
| BABCOCK & WILCOX | 294963 | 680896 |
| WALTER ENERGY INC | 3032415 | 507655 |
| BANK OF AMERICA | 48024 | 257739 |
| FIFTH THIRD BANCORP | 2434862 | 3544763 |
| SUNTRUST BANKS INC | 1315610 | 1724258 |
| CITIGROUP INC | 259831 | 436484 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COLUMBUS HILL OVERSEAS LTD | AT COST | 24294747 | 85619643 |
| THOROUGHBRED OFFSHORE FUND | AT COST | 7372055 | 24996337 |
| PALOMINO, LTD | AT COST | 0 | 39095769 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATED/DEPRECIATED GAIN/LOSS FROM DONATED STOCK | Description |
| Amount | $280,335 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO APPALOOSA MANAGEMENT | Description |
| BOY Book Value | 6075 | BOYBookValue |
| EOY Book Value | 6075 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $3,400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments