THE TEPPER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-08
- IRS object ID
- 201322819349100012
- Schema version
- 2011v1.5
- 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 Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-08T13:57:51-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | 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 | 2011-12-01 | 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 | C/O APPALOOSA MGMT 51 JOHN F | AddressLine1 |
| Address Line2 | KENNEDY PARKWAY NO 250B | AddressLine2 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A TEPPER | Name |
| Title | PRESIDENT | Title |
| Phone | 9737017000 | Phone |
| Date Signed | 2013-10-01 | 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 | 2013-10-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 123954253 | 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 | 20 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 278468 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 278468 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1698066 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1698066 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1698066 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1976554 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1976554 | 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 | 20000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 20000 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 30 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20030 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20015 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5867597 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5867597 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5887627 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5887612 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3911073 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1976539 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25010 | CashBOY |
| Cash EOY | 12003 | CashEOY |
| Cash EOYFMV | 12003 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1305041 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 347287 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 347287 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 19432593 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 16848647 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 11051943 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 600000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 600000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1995000 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 34114896 | InvestmentsOtherBOY |
| Investments Other EOY | 32847342 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 110548020 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 55477540 | TotalAssetsBOY |
| Total Assets EOY | 50655279 | TotalAssetsEOY |
| Total Assets EOYFMV | 123954253 | 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 | 55471465 | CapitalStockBOY |
| Capital Stock EOY | 50649204 | 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 | 55471465 | TotalNetAssetsBOY |
| Total Net Assets EOY | 50649204 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 55477540 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 50655279 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 55471465 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3911073 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 51560392 | Subtotal |
| Other Decreases | 911188 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 50649204 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PALOMINO LTD | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2004-12-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gross Sales Price | 1698066 | GrossSalesPrice |
| Gain Or Loss | 1698066 | GainOrLoss |
| Gains Minus Excess Or Losses | 1698066 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1698066 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5002536 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 117143084 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042704 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3130653 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 100929601 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.031018 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3005740 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 63043564 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047677 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3121761 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 60105945 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051938 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2669770 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 66660399 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040050 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.213387 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042677 | AverageDistributionRatio |
| Net Noncharitable Assets | 119431028 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5096958 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 19765 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5116723 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5887612 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 19765 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 19765 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 19765 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 29338 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7500 | TaxPaidWithExtension |
| Total Credits And Payments | 36838 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 17073 | Overpayment |
| Amount Credited To Next Year | 17073 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 14772273 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3362902 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 103114600 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 121249775 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 121249775 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1818747 | CashDeemedCharitable |
| Net Noncharitable Assets | 119431028 | NetNoncharitableAssets |
| Minimum Investment Return | 5971551 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5971551 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19765 | TaxBasedOnInvestmentIncome |
| Total Tax | 19765 | TotalTax |
| Distributable Amount Before Adj | 5951786 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5951786 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5951786 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5887612 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5887612 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 19765 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5867847 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5951786 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 5816411 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5887612 | QualifyingDistributions |
| Applied To Year1 | 5816411 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 71201 | 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 | 5880585 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 |
| CARE | |||||||
| 650 FIRST AVE | NEW YORK | NY | 10016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| CHABAD ON CAMPUS | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,200,000 |
| FOOD BANK OF MONMOUTH & OCEAN COUNTIES | |||||||
| 330 ROUTE 66 | NEPTUNE | NJ | 07753 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| FOOD BANK OF SOUTH JERSEY | |||||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $75,000 |
| 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 | $71,000 |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FARMINGHAM | MA | 01702 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 |
| NEW JERSEY AFTER 3 INC | |||||||
| 391 GEORGE ST 2 | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $260,000 |
| PARKINSONS DISEASE FOUNDATION | |||||||
| 1501 NW 9TH AVENUE | MIAMI | FL | 33136 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| PHOENIX HOUSE | |||||||
| 164 WEST 74TH STREET | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| 226 SUSSEX AVE | MORRISTOWN | NJ | 07960 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $695,437 |
| SAINT BARNABAS DEVELOPMENT FOUNDATION | |||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| ST ANTHONY HIGH SCHOOL | |||||||
| 175 EIGHT STREET | JERSEY CITY | NJ | 07302 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| TEACH FOR AMERICA | |||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $200,000 |
| 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 | $150,590 |
| UNION COLLEGE | |||||||
| 331 W 57TH ST 239 | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 200 SOUTH CRAIG STREET | PITTSBURGH | PA | 15260 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $300,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| BETTER EDUCATION INSTITUTE INC | |||||||
| 94 CHURCH STREET | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $241,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 60 E 42ND ST | NEW YORK | NY | 10165 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| GOLDA OCH ACADEMY | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $80,000 |
| PARTNERS FOR WOMEN'S JUSTICE | |||||||
| 60 SOUTH FULLERTON AVE STE 106 | MONTCLAIR | NJ | 07042 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| PITTSBURGH BASKETBALL CLUB | |||||||
| 600 IRON CITY DRIVE | PITTSBURGH | PA | 15205 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TAMPA BAY HOSTING COMMITTEE INC | |||||||
| 101 E KENNEDY BLVD STE 3300 | TAMPA | FL | 33602 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $325,000 |
| TEAM ACADEMY | |||||||
| 60 PARK PLACE SUITE 802 | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| JUMPSTART YOUNG CHILDREN INC | |||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | 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 |
| COMMUNITY FOODBANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $493,487 |
| UNITED JEWISH APPEAL OF METROWEST | |||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $397,083 |
| NEW JERSEY SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| UNCOMMON SCHOOLS EXCELLENT GIRLS | |||||||
| 794 MONROE STREET 3RD FLOOR | BROOKLYN | NY | 11221 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5867597 | 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 | $20 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $278,468 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,698,066 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,976,554 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1976554 | 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 | $20,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 20000 | 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 | 1995000 | 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 | 3951691 | 1806168 |
| RELIANT ENERGY, INC/RRI ENERGY INC | 2449544 | 543150 |
| MCDERMOTT INTERNATIONAL | 417055 | 589469 |
| BABCOCK & WILCOX | 392017 | 702045 |
| WALTER ENERGY INC | 3942889 | 1437520 |
| BANK OF AMERICA | 63720 | 213144 |
| FIFTH THIRD BANCORP | 3545099 | 3658858 |
| SUNTRUST BANKS INC | 1783547 | 1723808 |
| CITIGROUP INC | 303085 | 377781 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PALOMINO, LTD | AT COST | 0 | 25897456 |
| COLUMBUS HILL OVERSEAS LTD | AT COST | 24294747 | 64974899 |
| THOROUGHBRED OFFSHORE FUND | AT COST | 8552595 | 19675665 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATED/DEPRECIATED GAIN/LOSS FROM DONATED STOCK | Description |
| Amount | $911,188 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NJ FILING FEES | Description |
| Revenue And Expenses Per Books | 30 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15 | NetInvestmentIncome |
| Disbursements Charitable Prps | 15 | DisbursementsCharitablePrps |
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 |
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