TSUNAMI FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TSUNAMI FOUNDATION (EIN 13-7019761)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201243149349100609
- Schema version
- 2011v1.3
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T13:19:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANSON M BEARD JR | Name |
| Title | SETTLOR | Title |
| Date Signed | 2012-11-05 | 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 | 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 | 19349105 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12288 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12288 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 68434 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 68434 | DividendsNetInvstIncm |
| Net Rental Income Or Loss | -1637 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 583488 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2824516 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 583488 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 57250 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 45062 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 721460 | TotalRevenueAndExpenses |
| Total Net Investment Income | 709272 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 13760 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 13760 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 9624 | InterestRevAndExpnss |
| Interest Net Invst Incm | 9624 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 19794 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2606 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 125213 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 117713 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7500 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 168391 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 129943 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21260 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 992500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 992500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1160891 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 129943 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1013760 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -439431 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 579329 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 81112 | CashBOY |
| Cash EOY | 143308 | CashEOY |
| Cash EOYFMV | 143308 | CashEOYFMV |
| Accounts Receivable | 0 | AccountsReceivable |
| Accounts Receivable BOY | 81458 | AccountsReceivableBOY |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Investments Other BOY | 17865313 | InvestmentsOtherBOY |
| Investments Other EOY | 17445552 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 19205797 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 18027883 | TotalAssetsBOY |
| Total Assets EOY | 17588860 | TotalAssetsEOY |
| Total Assets EOYFMV | 19349105 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 18027883 | RetainedEarningsBOY |
| Retained Earnings EOY | 17588860 | RetainedEarningsEOY |
| Total Net Assets BOY | 18027883 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17588860 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18027883 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17588860 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18027883 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -439431 | ExcessOfRevenueOverExpenses |
| Other Increases | 485 | OtherIncreases |
| Subtotal | 17588937 | Subtotal |
| Other Decreases | 77 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17588860 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|
| TIGER ASIA REDEMPTION | 1308646 | 846974 | 461672 | 461672 | ||
| 1231 GAIN | 2824 | 2824 | 2824 | |||
| TAO L HOLDINGS REDEMPTION | 45586 | 38870 | 6716 | 6716 | ||
| PAN ROSS REDEMPTION | 14270 | 13286 | 984 | 984 | 2011-08-11 | |
| 50,000 - US TREASURY BILLS | 49995 | 49996 | -1 | -1 | 2011-09-27 | 2011-09-21 |
| 800,000 - US TREASURY BILLS | 799916 | 799939 | -23 | -23 | 2011-11-16 | 2011-09-21 |
| 492,000 - US TREASURY BILLS | 491979 | 491963 | 16 | 16 | 2011-12-08 | 2011-09-21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 583488 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1067022 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20166003 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052912 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1031000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20142735 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051185 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 858531 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18386482 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046694 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 725690 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13530945 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053632 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 610043 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11847168 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051493 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.255916 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051183 | AverageDistributionRatio |
| Net Noncharitable Assets | 20366771 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1042432 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5793 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1048225 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1013760 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11587 | InvestmentIncomeExciseTax |
| Subtotal | 11587 | Subtotal |
| Tax Based On Investment Income | 11587 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12188 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 22188 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 10601 | Overpayment |
| Amount Credited To Next Year | 10601 | 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 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| 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 | 256295 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 621473 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 19799157 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20676925 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20676925 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 310154 | CashDeemedCharitable |
| Net Noncharitable Assets | 20366771 | NetNoncharitableAssets |
| Minimum Investment Return | 1018339 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1018339 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11587 | TaxBasedOnInvestmentIncome |
| Total Tax | 11587 | TotalTax |
| Distributable Amount Before Adj | 1006752 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1006752 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1006752 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1013760 | 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 | 1013760 | QualifyingDistributions |
| Adj Qualifying Distributions | 1013760 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1006752 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 18653 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 64849 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 109517 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 74999 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 66828 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 334846 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1013760 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1006752 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7008 | RemainingDistriFromCorpus |
| Total Corpus | 341854 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 18653 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 323201 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 64849 | ExcessFromYear4 |
| Excess From Year3 | 109517 | ExcessFromYear3 |
| Excess From Year2 | 74999 | ExcessFromYear2 |
| Excess From Year1 | 66828 | ExcessFromYear1 |
| Excess From Current Year | 7008 | ExcessFromCurrentYear |
| 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 (38 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 WHITLOCK CENTER | ||||||||
| 230 HIGHLAND AVENUE | DEVON | PA | 19333 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| CLASSICAL AMERICAN HOMES PRESERVATION TRUST | ||||||||
| 69 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| AMERICAN INSTITUTE OF PUBLIC SERVICE | ||||||||
| 100 WEST 10TH STREET SUITE 215 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| ATLANTIC SALMON FOUNDATION | ||||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| KINGSLEY TRUST ASSOC | ||||||||
| 1934 YALE STATION | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| WOOD RIVER LAND TRUST | ||||||||
| 119 EAST BULLION STREET | HAILEY | ID | 83333 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 | |
| MIDDLESEX SCHOOL | ||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $45,000 | |
| BRANDYWINE CONSERVANCY | ||||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70,000 | |
| WHEATON COLLEGE ANNUAL FUND | ||||||||
| 26 EAST MAIN STREET | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70,000 | |
| CLASSROOM INC | ||||||||
| 245 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| POSSE FOUNDATION | ||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 033012591 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| AMERICAN TAP DANCE FOUNDATION | ||||||||
| 154 CHRISTOPHER STREET - 2B | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $75,000 | |
| BABY BUGGY | ||||||||
| 306 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $40,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| MARTHA ENTENMANN TINNITUS RESEARCH CENTER | ||||||||
| 450 CLARKSON AVENUE BOX 1239 | BROOKLYN | NY | 11203 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| ORBIS | ||||||||
| 520 EIGHTH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| CITY HARVEST | ||||||||
| 575 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $60,000 | |
| EAST HARLEM SCHOOL | ||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70,000 | |
| CORLEARS SCHOOL | ||||||||
| 324 WEST 15TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| OPERATION WARM | ||||||||
| 1653 BRINTONS BRIDGE ROAD | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| URBAN EDUCATION EXCHANGE | ||||||||
| 219 WEST 135TH STREET | NEW YORK | NY | 10030 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $40,000 | |
| COOKE CENTER FOR LEARNING AND DEVELOPMENT | ||||||||
| 475 RIVERSIDE DRIVE SUITE 730 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| HIGH LINE COUNCIL | ||||||||
| 529 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | SUITE 8W |
| HARLEM ACADEMY | ||||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| ECOSYSTEM SCIENCES FOUNDATION | ||||||||
| 200 N 9TH STREET SUITE 400 | BOISE | ID | 83702 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| COVENANT HOUSE | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| UNIVERSITY OF VERMONT | ||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| GREENWICH HOUSE (BARROW STREET NURSERY SCH) | ||||||||
| 224 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| GRACE CHURCH SCHOOL | ||||||||
| 86 4TH AVE | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| WILLIAM J CLINTON FOUNDATION | ||||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| JEFFERSON AWARDS FOR PUBLIC SERVICE | ||||||||
| 100 WEST 10TH STREET | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| ST HILDA'S AND ST HUGH'S | ||||||||
| 619 WEST 114TH ST | NEW YORK | NY | 10025 | NONE | NONE | CHARITABLE CONTRIBUTIONS | $5,000 | |
| The Franklin & Marshall Fund | ||||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 992500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| THROUGH PSHIPS- | ||
| DEBT FIN PROP | 900000 | $118,727 |
| 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 | $12,288 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $68,434 | 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 |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $464,761 | 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 (4 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| AG LONG TERM SUPER FUND | 16 | $4,300 |
| NEW PROVIDENCE BALANCED PORTFOLIO | 14 | $40,762 |
| RESTART | 18 | |
| REFUNDS | 01 | $12,188 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $118,727 | UnrelatedBusinessIncomeAmount |
| Exclusion | $602,733 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 721460 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES-FLSV | Category |
| Amount | $13,760 | Amount |
| Disbursements Charitable Prps | 13760 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (9 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AG LONG-TERM SUPER FUND LP | AT COST | 70925 | 60656 |
| TIGER ASIA | AT COST | 0 | 0 |
| TAO L HOLDINGS LTD | AT COST | 0 | 83995 |
| SAMLYN OFFSHORE FUND | AT COST | 2400000 | 2821349 |
| BLUE RIDGE PARTNERS | AT COST | 2050335 | 2565352 |
| VOLLERO BEACH OFFSHORE | AT COST | 1000000 | 1160228 |
| PAN ROSS OFFSHORE | AT COST | 0 | 0 |
| NEW PROVIDENCE HOLDINGS | AT COST | 11424292 | 12014217 |
| NEW PROVIDENCE INV IN TRANSIT | AT COST | 500000 | 500000 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AG LONG TERM NONDEDUCTIBLE EXPENSES | $37 |
| NEW PROVIDENCE NONDEDUCTIBLE EXPENSES | $40 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SECRETARIAL SERVICES | 7500 | 7500 | |
| OTHER EXPENSES | |||
| INVESTMENT EXPENSES - AGLT | 310 | 310 | |
| INVESTMENT EXPENSES - NEW PROV | 16924 | 16924 | |
| OTHER EXP - NEW PROV | 99878 | 99878 | |
| OTHER EXP - AG | 601 | 601 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| AG LONG-TERM SUPER FUND | 4300 | 4300 |
| NEW PROVIDENCE | 40762 | 40762 |
| 990PF REFUND | 12188 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INTEREST | Description |
| Amount | $485 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | Category |
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 AVENUE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX - OVERPAYMENT APPL | $12,188 | |
| EXCISE TAX - 2010 EXT PD IN 11 | $5,000 | |
| FOREIGN TAXES | $2,606 | 2606 |
Comments