TSUNAMI FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TSUNAMI FOUNDATION (EIN 13-7019761)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201343109349100609
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-06T15:13:08-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR VALLONE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SE 28TH STREET SUITE 200 | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137019761 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSUNAMI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ANSON M BEARD JR | InCareOfName |
| Name Control | TSUN | NameControl |
| Phone | 2062754600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANSON M BEARD JR 421 PERUVIA | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANSON H BEARD | Name |
| Title | TRUSTEE | Title |
| Phone | 2062754600 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062754600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 20256595 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 19700 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19700 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 121155 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 121155 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 512779 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4666161 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 512779 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 28645 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 7439 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 692279 | TotalRevenueAndExpenses |
| Total Net Investment Income | 661073 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 15585 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 15585 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 10852 | InterestRevAndExpnss |
| Interest Net Invst Incm | 10852 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 91503 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2902 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 159060 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 151560 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7500 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 277000 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 165314 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23085 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 914400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 914400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1191400 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 165314 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 937485 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -499121 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 495759 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 143308 | CashBOY |
| Cash EOY | 234481 | CashEOY |
| Cash EOYFMV | 234481 | CashEOYFMV |
| Accounts Receivable | 3780 | AccountsReceivable |
| Accounts Receivable BOY | 0 | AccountsReceivableBOY |
| Accounts Receivable EOY | 3780 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 3780 | AccountsReceivableEOYFMV |
| Investments Other BOY | 17445552 | InvestmentsOtherBOY |
| Investments Other EOY | 16850836 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 20018334 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 17588860 | TotalAssetsBOY |
| Total Assets EOY | 17089097 | TotalAssetsEOY |
| Total Assets EOYFMV | 20256595 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 17588860 | RetainedEarningsBOY |
| Retained Earnings EOY | 17089097 | RetainedEarningsEOY |
| Total Net Assets BOY | 17588860 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17089097 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17588860 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17089097 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17588860 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -499121 | ExcessOfRevenueOverExpenses |
| Subtotal | 17089739 | Subtotal |
| Other Decreases | 642 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17089097 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|
| TIGER ASIA | 100022 | 100022 | 100022 | |||
| BLUE RIDGE PARTNERS | 1442611 | 289617 | 289617 | 2012-01-01 | 1152994 | |
| US TBILL 11/15/12 | 965000 | 100 | 100 | 2012-11-15 | 964900 | 2012-09-13 |
| US TBILL 6/14/12 | 499996 | 92 | 92 | 499904 | 2012-03-19 | |
| US TBILL 9/13/12 | 1039987 | 156 | 156 | 1039831 | ||
| SAMLYN OFFSHORE LTD | 600000 | 104247 | 104247 | 2012-07-01 | 495753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 512779 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1013760 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20366771 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049775 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1067022 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20166003 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052912 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1031000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 20142735 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051185 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 858531 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18386482 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046694 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 725690 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13530945 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053632 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.254198 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05084 | AverageDistributionRatio |
| Net Noncharitable Assets | 20008573 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1017236 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4958 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1022194 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 937485 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 9915 | InvestmentIncomeExciseTax |
| Subtotal | 9915 | Subtotal |
| Tax Based On Investment Income | 9915 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15601 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 15601 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 5686 | Overpayment |
| Amount Credited To Next Year | 5686 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSON M BEARD JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2062754600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PERUVIAN AVENUE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ANSON MCCOOK BEARD JR | ||||||
| 421 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | SETTLOR | 0 | 0 |
| DEBRA BEARD | ||||||
| 421 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | TRUSTEE | 0 | 0 |
| ANSON H BEARD | ||||||
| ONE MORTON SQUARE APT L4AW | NEW YORK | NY | 10014 | TRUSTEE | 0 | 0 |
| VERONICA M BEARD | ||||||
| ONE MORTON SQUARE APT L4AW | NEW YORK | NY | 10014 | TRUSTEE | 0 | 0 |
| JAMES M BEARD | ||||||
| 29 EAST 10TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | TRUSTEE | 0 | 0 |
| VERONICA S BEARD | ||||||
| 29 EAST 10TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | TRUSTEE | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 478303 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 241728 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 19593241 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20313272 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20313272 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 304699 | CashDeemedCharitable |
| Net Noncharitable Assets | 20008573 | NetNoncharitableAssets |
| Minimum Investment Return | 1000429 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1000429 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9915 | TaxBasedOnInvestmentIncome |
| Total Tax | 9915 | TotalTax |
| Distributable Amount Before Adj | 990514 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 990514 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 990514 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 937485 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 937485 | QualifyingDistributions |
| Adj Qualifying Distributions | 937485 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 990514 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 64849 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 109517 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 74999 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 66828 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7008 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 323201 | TotalExcessDistriCarryover |
| Qualifying Distributions | 937485 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 937485 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 53029 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 53029 | ExcessDistriCyovAppliedCY |
| Total Corpus | 270172 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 11820 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 258352 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 109517 | ExcessFromYear4 |
| Excess From Year3 | 74999 | ExcessFromYear3 |
| Excess From Year2 | 66828 | ExcessFromYear2 |
| Excess From Year1 | 7008 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANSON M BEARD JR | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 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 |
|---|---|---|---|---|---|---|---|---|
| DEVEREUX PENNSYLVANIA ADULT SERVICES | ||||||||
| 139 LEOPARD ROAD | BERWYN | PA | 19312 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PROVIDE SUPPORT AND SERVICES FOR ADULTA WITH A WIDE RANGE OF DISABILITIES. | $7,500 | |
| TROOPS FIRST FOUNDATION | ||||||||
| 16312 DAHL ROAD | LAUREL | MD | 20707 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PROVIDE MEANINGFUL ASSISTANCE TO MILITARY PERSONNEL WHO WERE WOUNDED DURING SERVICE. | $50,000 | |
| ARMORY ART CENTER | ||||||||
| 1700 PARKER AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PROVIDE HIGH QUALITY VISUAL ART SCHOOL AND ART GALLERY SERVICES. | $4,400 | |
| WOOD RIVER LAND TRUST | ||||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PROTECTS AND RESTORES LAND, WATER, AND WILDLIFE HABITAT IN THE WOOD RIVER VALLEY OF IDAHO AND ITS SURROUNDING AREAS. | $2,500 | |
| MIDDLESEX SCHOOL | ||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - DAY AND BOARDING SCHOOL FOR GRADES 9-12 IN CONCORD MASSACHUSETTS | $50,000 | |
| BRANDYWINE CONSERVANCY | ||||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - LAND AND WATER CONSERVATION ORGANIZATION PROTECTING NATURAL RESOURCES IN SOUTHEASTERN PENNSYLVANIA AND NORTHERN DELAWARE. | $70,000 | |
| WHEATON COLLEGE | ||||||||
| 26 EAST MAIN STREET | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PRIVATE CHRISTIAN LIBERAL ARTS COLLEGE LOCATED IN WHEATON, ILLINOIS | $70,000 | |
| CLASSROOM INC | ||||||||
| 245 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - USE TECHNOLOGY TO ENGAGE, TEACH AND INSPIRE HIGH-NEED ADOLESCENTS LIVING IN POVERTY AND AT RISK OF EDUCATIONAL FAILURE. | $50,000 | |
| POSSE FOUNDATION | ||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - ACADEMIC SERVICES FOR PUBLIC HIGH SCHOOL STUDENTS WITH ACADEMIC AND LEADERSHIP POTENTIAL. | $70,000 | |
| AMERICAN TAP DANCE FOUNDATION | ||||||||
| 154 CHRISTOPHER STREET - 2B | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - ESTABLISH AND LEGITIMIZE TAP DANCE AS A VITAL COMPONENT OF AMERICAN DANCE THROUGH CREATION, PRESENTATION, EDUCATION AND PRESERVATION. | $70,000 | |
| BABY BUGGY | ||||||||
| 306 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - WORKS WITH CBO'S TO DISTRIBUTE NEW AND GENTLY USED & SAFE CRIBS, STROLLERS, CLOTHING AND BOTTLES TO AT RISK POPULATIONS. | $50,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PROVIDE URGENT MEDICAL CARE IN COUNTRIES TO VICITMS OF WAR AND DISASTER. | $10,000 | |
| ORBIS INTERNATIONAL | ||||||||
| 520 EIGHTH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PREVENTION OF BLINDNESS AND TREATMENT OF BLINDING EYE DISEASES IN DEVELOPING COUNTRIES. | $20,000 | |
| CITY HARVEST | ||||||||
| 575 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - FEEDING NYC'S HUNGRY MEN, WOMEN AND CHILDREN. | $25,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - LEADERSHIP DEVELOPMENT PROGRAM | $70,000 | |
| EAST HARLEM SCHOOL | ||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - MIDDLE SCHOOL EDUCATIONAL SERVICES FOR STUDENTS FROM LOW INCOME FAMILIES. | $70,000 | |
| OPERATION WARM | ||||||||
| 1653 BRINTONS BRIDGE ROAD | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - PROVIDES NEW WINTER COATS FOR CHILDREN | $40,000 | |
| URBAN EDUCATION EXCHANGE DBA READWORKS | ||||||||
| 219 WEST 135TH STREET | NEW YORK | NY | 10030 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - HELP EDUCATORS MEET THE NATIONWIDE CRISIS IN READING COMPREHENSION THROUGH RESEARCH BASED, CLASSROOM PROVEN PRACTICES. | $50,000 | |
| FRIENDS OF THE HIGHLINE | ||||||||
| 529 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - BUILD AND MAINTAIN AN EXTRAORDINARY PUBLIC PARK ON THE HIGH LINE. | $50,000 | SUITE 8W |
| HARLEM ACADEMY | ||||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - SCHOOL SERVING GRADES ONE THROUGH EIGHT. | $30,000 | |
| ECOSYSTEM SCIENCES FOUNDATION | ||||||||
| 200 N 9TH STREET SUITE 400 | BOISE | ID | 83702 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - RESEARCH ORGANIZATION DEDICATED TO INTEGRATING THE FIELDS OF ECOLOGY AND DESIGN | $5,000 | |
| WILLIAM J CLINTON FOUNDATION | ||||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - IMPROVE GLOBAL HELATH, STRENGTHEN ECONOMIES, PROMOTE HEALTH AND PROTECT THE ENVIRONMENT. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 914400 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,700 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $121,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,439 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $512,779 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL & STATE TAX REFUNDS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $21,206 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $682,279 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 682279 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ANSON M BEARD JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PERUVIAN AVE PALM BEACH FL 33 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES-FLSV | Category |
| Amount | $15,585 | Amount |
| Disbursements Charitable Prps | 15585 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AG LONG-TERM SUPER FUND LP | AT COST | 75572 | 46947 |
| TAO L HOLDINGS LTD | AT COST | 0 | 171490 |
| SAMLYN OFFSHORE FUND | AT COST | 1904247 | 2471599 |
| BLUE RIDGE PARTNERS | AT COST | 897341 | 1268038 |
| VOLLERO BEACH OFFSHORE | AT COST | 1000000 | 1207298 |
| NEW PROVIDENCE HOLDINGS | AT COST | 12921127 | 14811545 |
| BLUE RIDGE PARTNERS-SIDE FUND | AT COST | 52549 | 41417 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AG LONG TERM NONDEDUCTIBLE EXPENSES | $2 |
| NEW PROVIDENCE NONDEDUCTIBLE EXPENSES | $40 |
| NONDEDUCTIBLE EXPENSES | $600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SECRETARIAL SERVICES | 7500 | 7500 | |
| INVESTMENT EXPENSES - AGLT | 66 | 66 | |
| INVESTMENT EXPENSES - NEW PROV | 150994 | 150994 | |
| OTHER EXPENSES - AG | 500 | 500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| AG LONG-TERM SUPER FUND | -2146 | -2146 |
| NEW PROVIDENCE | 9585 | 9585 |
| 990PF OVERPAYMENT APPLIED | 10601 | |
| 990T REFUND | 6825 | |
| NY CT13 REFUND | 3780 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ANSON M BEARD JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PERUVIAN AVE PALM BEACH FL 33 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX - OVERPAYMENT APPL | $10,601 | |
| EXCISE TAX - 2011 PAID IN 12 | $73,000 | |
| FOREIGN TAXES | $2,902 | 2902 |
| EXCISE TAX - 2012 ES | $5,000 |
Comments