THE TEPPER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-10-11
- IRS object ID
- 201222859349100007
- Schema version
- 2010v3.4
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-11T13:04:08-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-12-01 | 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 | 2012-10-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID S UNTRACHT | Name |
| Phone | 9734086700 | Phone |
| Date Prepared | 2012-10-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 111942104 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 7896787 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 38 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 230230 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 230230 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 27 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 27 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3198115 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3184694 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 11325197 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3414989 | 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 |
| Legal Fees Rev And Expnss | 6282 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 6282 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 72793 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 172 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 79247 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 60 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6297 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5030388 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5030388 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5109635 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 60 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5036685 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6215562 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3414929 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20067 | CashBOY |
| Cash EOY | 25010 | CashEOY |
| Cash EOYFMV | 25010 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1688820 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1680041 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1680041 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 13429568 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 19432593 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12816373 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 600000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 600000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1739500 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 36432950 | InvestmentsOtherBOY |
| Investments Other EOY | 34114896 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 95681180 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 52171405 | TotalAssetsBOY |
| Total Assets EOY | 55852540 | TotalAssetsEOY |
| Total Assets EOYFMV | 111942104 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3950 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 6075 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3950 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6075 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 52167455 | CapitalStockBOY |
| Capital Stock EOY | 55846465 | 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 | 52167455 | TotalNetAssetsBOY |
| Total Net Assets EOY | 55846465 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 52171405 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 55852540 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 52167455 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6215562 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 58383017 | Subtotal |
| Other Decreases | 2536552 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 55846465 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CITIGROUP - CASH IN LIEU | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-05-17 | DateAcquired |
| Date Sold | 2011-05-17 | DateSold |
| Gross Sales Price | 27 | GrossSalesPrice |
| Gain Or Loss | 27 | GainOrLoss |
| Gains Minus Excess Or Losses | 27 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 27 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3130653 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 100929601 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031018 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3005740 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 63043564 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047677 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3121761 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 60105945 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051938 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2669770 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 66660399 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040050 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2454828 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 62446461 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039311 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.209994 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041999 | AverageDistributionRatio |
| Net Noncharitable Assets | 117158475 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4920539 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34149 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4954688 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5036685 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 34149 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34149 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34149 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 63500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 63500 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Overpayment | 29338 | Overpayment |
| Amount Credited To Next Year | 29338 | 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 | 19397231 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3565119 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 95980264 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 118942614 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 118942614 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1784139 | CashDeemedCharitable |
| Net Noncharitable Assets | 117158475 | NetNoncharitableAssets |
| Minimum Investment Return | 5857924 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5857924 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34149 | TaxBasedOnInvestmentIncome |
| Total Tax | 34149 | TotalTax |
| Distributable Amount Before Adj | 5823775 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5823775 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5823775 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5036685 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5036685 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 34149 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5002536 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5823775 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 5030091 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5036685 | QualifyingDistributions |
| Applied To Year1 | 5030091 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6594 | 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 | 5817181 | 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 (33 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 |
| CARE | |||||||
| 650 FIRST AVE | NEW YORK | NY | 10016 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 |
| CHABAD ON CAMPUS | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 07205 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500,000 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF MONMOUTH & OCEAN COUNTIES | |||||||
| 330 ROUTE 66 | NEPTUNE | NJ | 07753 | 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 | $350,000 |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||
| 475 FRANKLIN STREET SUITE 101 | FARMINGHAM | MA | 01702 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $125,000 |
| 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 | $25,000 |
| 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 | $50,000 |
| 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 |
| JEWISH COMMUNITY FOUNDATION OF METROWEST | |||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $178,695 |
| UJA METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $400,000 |
| 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 | $200,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| ACE LYMPHOMA | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| AMERICAN ORT INC | |||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 1784 | NEW YORK | NY | 10156 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| CHABAD THOUSAND OAKS | |||||||
| 2060 E AVENIDA DE LOS ARBOLES ST 1 | THOUSAND OAKS | CA | 91362 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| EXCELLENT EDUCATION FOR EVERYONE INC | |||||||
| 123 CHURCH ST FLOOR 2 | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $1,200,115 |
| FOOD BANK OF SOUTH JERSEY | |||||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| HILLEL THE FOUNDATION JEWISH CAMPUS LIFE | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $89,750 |
| NEW JERSEY AFTER 3 INC | |||||||
| 391 GEORGE ST 2 | NEW BRUNSWICK | NJ | 08901 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $785,828 |
| TIME FOR LYME | |||||||
| 30 MYANO LANE SUITE 20 | STAMFORD | CT | 06902 | N/A | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| 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 | 5030388 | 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 | $38 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $230,230 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,198,115 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,428,410 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3428410 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | DAVID A TEPPER | 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | 4486550 | X | |
| 2 | DAVID A TEPPER | 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | 2258017 | X | |
| 3 | DAVID A TEPPER | 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | 375000 | X | |
| 4 | DAVID A TEPPER | 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | 18126 | X | |
| 5 | DAVID A TEPPER | 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | 759094 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 305,000 SHS FIFTH THIRD BANK | 4486550 | 2010-12-31 |
| 2 | 76,725 SHS SUNTRUST BANK INC | 2258017 | 2010-12-31 |
| 5 | 5,900 SHS WALTER ENERGY INC | 759094 | 2010-12-31 |
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 | 1739500 | 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 | 4514398 | 1432744 |
| RELIANT ENERGY, INC/RRI ENERGY INC | 2890108 | 669528 |
| MCDERMOTT INTERNATIONAL | 479040 | 727233 |
| BABCOCK & WILCOX | 452923 | 730296 |
| WALTER ENERGY INC | 4530784 | 3965010 |
| BANK OF AMERICA | 72564 | 133916 |
| FIFTH THIRD BANCORP | 4102388 | 3479587 |
| SUNTRUST BANKS INC | 2076964 | 1331866 |
| CITIGROUP INC | 313424 | 346193 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PALOMINO, LTD | AT COST | 1267554 | 21967557 |
| COLUMBUS HILL OVERSEAS LTD | AT COST | 24294747 | 58459290 |
| THOROUGHBRED OFFSHORE FUND | AT COST | 8552595 | 15254333 |
| THOROUGHBRED MASTER FUND LTD | AT COST | 0 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $6,282 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6282 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN/LOSS FROM PASSTHROUGH ENTITY-THOROUGHBRED MASTER FUND | $1,865,470 |
| APPRECIATED/DEPRECIATED GAIN/LOSS FROM DONATED STOCK | $671,082 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NJ FILING FEES | 30 | 15 | 15 |
| BANK FEES | 45 | 45 | 0 |
| PENALTIES | 97 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FEDERAL TAX REFUNDS | 13421 | 0 | 13421 |
| INCOME FROM PASSTHROUGH-THOROUGHBRED MASTER FD | 3139947 | 3139947 | 3139947 |
| INCOME FROM PASSTHROUGH-COLUMBUS HILL | 44747 | 44747 | 44747 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO APPALOOSA MANAGEMENT | Description |
| BOY Book Value | 3950 | BOYBookValue |
| EOY Book Value | 6075 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $72,793 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments