THE TEPPER FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE TEPPER FOUNDATION (EIN 22-3500313)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-04-12
- IRS object ID
- 201131029349100603
- Schema version
- 2009v1.4
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-12T11:11:56-05:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | 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 | 2009-12-01 | 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 | 9 Stonehenge Terrace | AddressLine1 |
| City | Livingston | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David A Tepper | Name |
| Title | President | Title |
| Phone | 9737017000 | Phone |
| Date Signed | 2011-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David S Untracht | Name |
| Phone | 9734086700 | Phone |
| Date Prepared | 2011-03-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 110019701 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4206780 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 24 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 148141 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 148141 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 672477 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 670562 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 5027422 | TotalRevenueAndExpenses |
| Total Net Investment Income | 818727 | 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 |
| Taxes Rev And Expnss | 7500 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 30 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7530 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3130638 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3130638 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3138168 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3130653 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1889254 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 818712 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17337 | CashBOY |
| Cash EOY | 20067 | CashEOY |
| Cash EOYFMV | 20067 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 672101 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1688820 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1688820 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 9230317 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13429568 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10232753 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 600000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 600000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1798714 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 38000008 | InvestmentsOtherBOY |
| Investments Other EOY | 36432950 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 96279347 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 48519763 | TotalAssetsBOY |
| Total Assets EOY | 52171405 | TotalAssetsEOY |
| Total Assets EOYFMV | 110019701 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3950 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 3950 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3950 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3950 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 48515813 | CapitalStockBOY |
| Capital Stock EOY | 52167455 | 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 | 48515813 | TotalNetAssetsBOY |
| Total Net Assets EOY | 52167455 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 48519763 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 52171405 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 48515813 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1889254 | ExcessOfRevenueOverExpenses |
| Other Increases | 1762388 | OtherIncreases |
| Subtotal | 52167455 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 52167455 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3005740 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 63043564 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047677 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3121761 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 60105945 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051938 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2669770 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 66660399 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040050 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2454828 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 62446461 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039311 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1560500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 49101429 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.031781 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.210757 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042151 | AverageDistributionRatio |
| Net Noncharitable Assets | 100929601 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4254284 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8187 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4262471 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3130653 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 16374 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 16374 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 16374 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11181 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11181 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 97 | PenaltyForUnderpayment |
| Tax Due | 5290 | TaxDue |
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 |
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 | 10070125 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4122528 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 88273947 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 102466600 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 102466600 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1536999 | CashDeemedCharitable |
| Net Noncharitable Assets | 100929601 | NetNoncharitableAssets |
| Minimum Investment Return | 5046480 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5046480 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16374 | TaxBasedOnInvestmentIncome |
| Total Tax | 16374 | TotalTax |
| Distributable Amount Before Adj | 5030106 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5030106 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5030106 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3130653 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3130653 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3130653 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5030106 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3130638 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3130653 | QualifyingDistributions |
| Applied To Year1 | 3130638 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15 | 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 | 5030091 | 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 (29 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 | $50,000 |
| 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 | $100,000 |
| Ort America Inc | |||||||
| 75 Maiden Lane 10th Floor | New York | NY | 10038 | N/A | Other Public Charity | General Support | $25,000 |
| 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 | $30,000 |
| 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 | $250,000 |
| Temple Beth Shalom | |||||||
| 193 East Mount Pleasant Avenue | Livingston | NJ | 07039 | N/A | Other Public Charity | General Support | $50,000 |
| UJA Metrowest NJ | |||||||
| 901 Route 10 | Whippany | NJ | 07981 | N/A | Other Public Charity | General Support | $400,000 |
| 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 | $150,000 |
| Alpha Epsilon Phi Foundation | |||||||
| 11 Lake Ave Extension Ste 1A | Danbury | CT | 06811 | N/A | Other Public Charity | General Support | $500 |
| CancerCare | |||||||
| 275 Seventh Avenue | New York | NY | 10001 | N/A | Other Public Charity | General Support | $5,000 |
| Carnegie Mellon | |||||||
| 5000 Forbes Avenue | Pittsburgh | PA | 15213 | N/A | Other Public Charity | General Support | $400,000 |
| Chabad at Emory | |||||||
| 1526 North Decatur Road | Atlanta | GA | 30307 | N/A | Other Public Charity | General Support | $2,000 |
| Hillel of Georgia | |||||||
| 1155 South Miledge Avenue | Athens | GA | 30605 | N/A | Other Public Charity | General Support | $1,000 |
| New York Center for Autism | |||||||
| 601 West 26th Street - No 1500 | New York | NY | 10001 | N/A | Other Public Charity | General Support | $30,000 |
| Tepper Family Donor Advisory Fund | |||||||
| 9 Stonehenge Terrace | Livingston | NJ | 07039 | N/A | Other Public Charity | General Support | $131,138 |
| 100 Women in Hedge Funds | |||||||
| 807 Union Street | Schenectady | NY | 12308 | N/A | Other Public Charity | General Support | $11,000 |
| Union College | |||||||
| 331 W 57th St 239 | New York | NY | 10019 | N/A | Other Public Charity | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3130638 | 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 | $24 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $148,141 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $672,477 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $820,642 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 820642 | 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 (2 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 | 4199250 | X | |
| 2 | DAVID A TEPPER | 9 STONEHENGE TERRACE | LIVINGSTON | NJ | 07039 | 7530 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 55,000 Shs Walter Energy Inc | NoncashPropertyDescription |
| Fair Market Value | 4199250 | FairMarketValue |
| Date Received | 2009-12-21 | DateReceived |
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 | 1798714 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CONSECO INC/CNO Financial Group Inc | 4973018 | 1460745 |
| RELIANT ENERGY, INC/RRI Energy Inc | 3229003 | 956208 |
| McDermott International | 528956 | 1301430 |
| Babcock & Wilcox | 499341 | 862295 |
| Walter Energy Inc | 4199250 | 5652075 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Palomino, LTD | AT COST | 3172958 | 22903342 |
| Columbus Hill Overseas LTD | AT COST | 26000000 | 57864513 |
| Thoroughbred Offshore Fund | AT COST | 3078924 | 10321445 |
| Thoroughbred Master Fund LTD | AT COST | 4181068 | 5190047 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NJ Filing Fees | Description |
| Revenue And Expenses Per Books | 30 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15 | NetInvestmentIncome |
| Disbursements Charitable Prps | 15 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Federal Tax Refunds | 1915 | 0 | 1915 |
| Income from Passthrough-Thoroughbred Master Fd | 670562 | 670562 | 670562 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain/loss from passthrough entity-Thoroughbred Master Fund | Description |
| Amount | $1,762,388 | Amount |
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 | 3950 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal taxes | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments