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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-09T13:19:58-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANKEL LOUGHRAN STARR VALLONE LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17900 SE 28TH STREET SUITE 200AddressLine1
CityMERCER ISLANDCity
StateWAState
ZIP Code98040ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN137019761EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TSUNAMI FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% ANSON M BEARD JRInCareOfName
Name ControlTSUNNameControl
Phone2062754600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ANSON M BEARD JR 421 PERUVIAAddressLine1
CityPALM BEACHCity
StateFLState
ZIP Code33480ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANSON M BEARD JRName
TitleSETTLORTitle
Date Signed2012-11-05DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2062754600Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY19349105FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss12288InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm12288InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss68434DividendsRevAndExpnss
Dividends Net Invst Incm68434DividendsNetInvstIncm
Net Rental Income Or Loss-1637NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss583488NetGainSaleAssetsRevAndExpnss
Gross Sales Price2824516GrossSalesPrice
Capital Gain Net Incm Net Invst Incm583488CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss57250OtherIncomeRevAndExpnss
Other Income Net Invst Incm45062OtherIncomeNetInvstIncm
Total Revenue And Expenses721460TotalRevenueAndExpenses
Total Net Investment Income709272TotalNetInvestmentIncome
Accounting Fees Rev And Expnss13760AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps13760AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss9624InterestRevAndExpnss
Interest Net Invst Incm9624InterestNetInvstIncm
Taxes Rev And Expnss19794TaxesRevAndExpnss
Taxes Net Invst Incm2606TaxesNetInvstIncm
Other Expenses Rev And Expnss125213OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm117713OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps7500OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss168391TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm129943TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps21260TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss992500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps992500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1160891TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm129943TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1013760TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-439431ExcessOfRevenueOverExpenses
Net Investment Income579329NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY81112CashBOY
Cash EOY143308CashEOY
Cash EOYFMV143308CashEOYFMV
Accounts Receivable0AccountsReceivable
Accounts Receivable BOY81458AccountsReceivableBOY
Accounts Receivable EOY0AccountsReceivableEOY
Accounts Receivable EOYFMV0AccountsReceivableEOYFMV
Investments Other BOY17865313InvestmentsOtherBOY
Investments Other EOY17445552InvestmentsOtherEOY
Investments Other EOYFMV19205797InvestmentsOtherEOYFMV
Total Assets BOY18027883TotalAssetsBOY
Total Assets EOY17588860TotalAssetsEOY
Total Assets EOYFMV19349105TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY18027883RetainedEarningsBOY
Retained Earnings EOY17588860RetainedEarningsEOY
Total Net Assets BOY18027883TotalNetAssetsBOY
Total Net Assets EOY17588860TotalNetAssetsEOY
Total Liabilities Net Assets BOY18027883TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY17588860TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY18027883TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-439431ExcessOfRevenueOverExpenses
Other Increases485OtherIncreases
Subtotal17588937Subtotal
Other Decreases77OtherDecreases
Total Net Assets Fund Balances EOY17588860TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesDate SoldDateSoldDate AcquiredDateAcquired
TIGER ASIA REDEMPTION1308646846974461672461672
1231 GAIN282428242824
TAO L HOLDINGS REDEMPTION455863887067166716
PAN ROSS REDEMPTION14270132869849842011-08-11
50,000 - US TREASURY BILLS4999549996-1-12011-09-272011-09-21
800,000 - US TREASURY BILLS799916799939-23-232011-11-162011-09-21
492,000 - US TREASURY BILLS49197949196316162011-12-082011-09-21
FieldValueIRS element (for citing)
Capital Gain Net Income583488CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year11067022QualifyingDistributionsYear1
Noncharitable Assets Year120166003NoncharitableAssetsYear1
Distribution Ratio Year10.052912DistributionRatioYear1
Qualifying Distributions Year21031000QualifyingDistributionsYear2
Noncharitable Assets Year220142735NoncharitableAssetsYear2
Distribution Ratio Year20.051185DistributionRatioYear2
Qualifying Distributions Year3858531QualifyingDistributionsYear3
Noncharitable Assets Year318386482NoncharitableAssetsYear3
Distribution Ratio Year30.046694DistributionRatioYear3
Qualifying Distributions Year4725690QualifyingDistributionsYear4
Noncharitable Assets Year413530945NoncharitableAssetsYear4
Distribution Ratio Year40.053632DistributionRatioYear4
Qualifying Distributions Year5610043QualifyingDistributionsYear5
Noncharitable Assets Year511847168NoncharitableAssetsYear5
Distribution Ratio Year50.051493DistributionRatioYear5
Total Distribution Ratio0.255916TotalDistributionRatio
Average Distribution Ratio0.051183AverageDistributionRatio
Net Noncharitable Assets20366771NetNoncharitableAssets
Adjusted Noncharitable Assets1042432AdjustedNoncharitableAssets
One Percent Net Investment Income5793OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1048225AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1013760QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax11587InvestmentIncomeExciseTax
Subtotal11587Subtotal
Tax Based On Investment Income11587TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment12188EstTaxPaymentsAndOverpayment
Tax Paid With Extension10000TaxPaidWithExtension
Total Credits And Payments22188TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment10601Overpayment
Amount Credited To Next Year10601AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000trueUnrelatedBusIncomeOver1000
Form990 T FiledtrueForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCTStatesFiledWith
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANSON M BEARD JRBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2062754600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1421 PERUVIAN AVENUEAddressLine1
CityPALM BEACHCity
StateFLState
ZIP Code33480ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
ANSON MCCOOK BEARD JR
421 PERUVIAN AVENUEPALM BEACHFL33480SETTLOR00
DEBRA BEARD
421 PERUVIAN AVENUEPALM BEACHFL33480TRUSTEE00
ANSON H BEARD
ONE MORTON SQUARE APT L4AWNEW YORKNY10014TRUSTEE00
VERONICA M BEARD
ONE MORTON SQUARE APT L4AWNEW YORKNY10014TRUSTEE00
JAMES M BEARD
29 EAST 10TH STREET 8TH FLOORNEW YORKNY10003TRUSTEE00
VERONICA S BEARD
29 EAST 10TH STREET 8TH FLOORNEW YORKNY10003TRUSTEE00
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities256295AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances621473AvgMonthlyCashBalances
FMV All Other Noncharitable Assets19799157FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets20676925TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets20676925AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable310154CashDeemedCharitable
Net Noncharitable Assets20366771NetNoncharitableAssets
Minimum Investment Return1018339MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1018339MinimumInvestmentReturn
Tax Based On Investment Income11587TaxBasedOnInvestmentIncome
Total Tax11587TotalTax
Distributable Amount Before Adj1006752DistributableAmountBeforeAdj
Distributable Amount Before Ded1006752DistributableAmountBeforeDed
Distributable Amount As Adjusted1006752DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1013760ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions1013760QualifyingDistributions
Adj Qualifying Distributions1013760AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1006752DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12009PriorYear1
Prior Year22008PriorYear2
Prior Year32007PriorYear3
Excess Distri Carryover Year518653ExcessDistriCarryoverYear5
Excess Distri Carryover Year464849ExcessDistriCarryoverYear4
Excess Distri Carryover Year3109517ExcessDistriCarryoverYear3
Excess Distri Carryover Year274999ExcessDistriCarryoverYear2
Excess Distri Carryover Year166828ExcessDistriCarryoverYear1
Total Excess Distri Carryover334846TotalExcessDistriCarryover
Qualifying Distributions1013760QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year1006752AppliedToCurrentYear
Remaining Distri From Corpus7008RemainingDistriFromCorpus
Total Corpus341854TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year518653ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year323201ExcessDistriCyovToNextYear
Excess From Year464849ExcessFromYear4
Excess From Year3109517ExcessFromYear3
Excess From Year274999ExcessFromYear2
Excess From Year166828ExcessFromYear1
Excess From Current Year7008ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerANSON M BEARD JRContributingManager
Shareholder ManagerNAShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
DEVEREUX WHITLOCK CENTER
230 HIGHLAND AVENUEDEVONPA19333NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
CLASSICAL AMERICAN HOMES PRESERVATION TRUST
69 EAST 93RD STREETNEW YORKNY10128NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
AMERICAN INSTITUTE OF PUBLIC SERVICE
100 WEST 10TH STREET SUITE 215WILMINGTONDE19801NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
ATLANTIC SALMON FOUNDATION
PO BOX 807CALAISME04619NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
KINGSLEY TRUST ASSOC
1934 YALE STATIONNEW HAVENCT06520NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
WOOD RIVER LAND TRUST
119 EAST BULLION STREETHAILEYID83333NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$2,500
MIDDLESEX SCHOOL
1400 LOWELL ROADCONCORDMA01742NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$45,000
BRANDYWINE CONSERVANCY
PO BOX 141CHADDS FORDPA19317NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$70,000
WHEATON COLLEGE ANNUAL FUND
26 EAST MAIN STREETNORTONMA02766NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$70,000
CLASSROOM INC
245 FIFTH AVENUE 20TH FLOORNEW YORKNY10016NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
POSSE FOUNDATION
14 WALL STREET SUITE 8A-60NEW YORKNY10005NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$70,000
ST PAUL'S SCHOOL
325 PLEASANT STREETCONCORDNH033012591NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
AMERICAN TAP DANCE FOUNDATION
154 CHRISTOPHER STREET - 2BNEW YORKNY10014NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$75,000
BABY BUGGY
306 WEST 37TH STREETNEW YORKNY10018NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$40,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500ARLINGTONVA22202NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY10001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
MARTHA ENTENMANN TINNITUS RESEARCH CENTER
450 CLARKSON AVENUE BOX 1239BROOKLYNNY11203NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$15,000
ORBIS
520 EIGHTH AVENUE 11TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
CITY HARVEST
575 EIGHTH AVENUE 4TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREETNEW YORKNY10024NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
PREP FOR PREP
328 WEST 71ST STREETNEW YORKNY10023NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$60,000
EAST HARLEM SCHOOL
309 EAST 103RD STREETNEW YORKNY10029NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$70,000
CORLEARS SCHOOL
324 WEST 15TH STREETNEW YORKNY10011NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
OPERATION WARM
1653 BRINTONS BRIDGE ROADCHADDS FORDPA19317NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
URBAN EDUCATION EXCHANGE
219 WEST 135TH STREETNEW YORKNY10030NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$40,000
COOKE CENTER FOR LEARNING AND DEVELOPMENT
475 RIVERSIDE DRIVE SUITE 730NEW YORKNY10115NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
HIGH LINE COUNCIL
529 WEST 20TH STNEW YORKNY10011NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000SUITE 8W
HARLEM ACADEMY
1330 FIFTH AVENUENEW YORKNY10026NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
ECOSYSTEM SCIENCES FOUNDATION
200 N 9TH STREET SUITE 400BOISEID83702NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
COVENANT HOUSE
5 PENN PLAZANEW YORKNY10001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
MEMORIAL SLOAN KETTERING
633 THIRD AVENEW YORKNY10017NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
UNIVERSITY OF VERMONT
85 SOUTH PROSPECT STREETBURLINGTONVT05401NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
GREENWICH HOUSE (BARROW STREET NURSERY SCH)
224 WEST 30TH STREETNEW YORKNY10001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
GRACE CHURCH SCHOOL
86 4TH AVENEW YORKNY10003NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
WILLIAM J CLINTON FOUNDATION
1200 PRESIDENT CLINTON AVELITTLE ROCKAR72201NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
JEFFERSON AWARDS FOR PUBLIC SERVICE
100 WEST 10TH STREETWILMINGTONDE19801NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
ST HILDA'S AND ST HUGH'S
619 WEST 114TH STNEW YORKNY10025NONENONECHARITABLE CONTRIBUTIONS$5,000
The Franklin & Marshall Fund
PO BOX 3003LANCASTERPA17604NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year992500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeUnrelated Business IncomeUnrelatedBusinessIncomeAmount
THROUGH PSHIPS-
DEBT FIN PROP900000$118,727
FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$12,288ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$68,434ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$464,761ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed (4 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
AG LONG TERM SUPER FUND16$4,300
NEW PROVIDENCE BALANCED PORTFOLIO14$40,762
RESTART18
REFUNDS01$12,188

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$118,727UnrelatedBusinessIncomeAmount
Exclusion$602,733ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA721460TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEES-FLSVCategory
Amount$13,760Amount
Disbursements Charitable Prps13760DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (9 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
AG LONG-TERM SUPER FUND LPAT COST7092560656
TIGER ASIAAT COST00
TAO L HOLDINGS LTDAT COST083995
SAMLYN OFFSHORE FUNDAT COST24000002821349
BLUE RIDGE PARTNERSAT COST20503352565352
VOLLERO BEACH OFFSHOREAT COST10000001160228
PAN ROSS OFFSHOREAT COST00
NEW PROVIDENCE HOLDINGSAT COST1142429212014217
NEW PROVIDENCE INV IN TRANSITAT COST500000500000

Land Etc Schedule2 LandEtcSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescriptionAmountAmount
AG LONG TERM NONDEDUCTIBLE EXPENSES$37
NEW PROVIDENCE NONDEDUCTIBLE EXPENSES$40

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
SECRETARIAL SERVICES75007500
OTHER EXPENSES
INVESTMENT EXPENSES - AGLT310310
INVESTMENT EXPENSES - NEW PROV1692416924
OTHER EXP - NEW PROV9987899878
OTHER EXP - AG601601

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
AG LONG-TERM SUPER FUND43004300
NEW PROVIDENCE4076240762
990PF REFUND121880

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionTAX EXEMPT INTERESTDescription
Amount$485Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategory

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameANSON M BEARD JRPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 PERUVIAN AVENUEAddressLine1
CityPALM BEACHCity
StateFLState
ZIP Code33480ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
EXCISE TAX - OVERPAYMENT APPL$12,188
EXCISE TAX - 2010 EXT PD IN 11$5,000
FOREIGN TAXES$2,6062606

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