TSUNAMI FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TSUNAMI FOUNDATION (EIN 13-7019761)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-01
- IRS object ID
- 201143059349100304
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2011-11-01T13:30:26-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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) |
|---|---|---|
| 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 MCCOOK BEARD JR | Name |
| Title | SETTLOR | Title |
| Phone | 2062754600 | Phone |
| Date Signed | 2011-10-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARCY LOUGHRAN | Name |
| Phone | 2062754600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20889025 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 13931 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13931 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 154562 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 154562 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 325825 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7551206 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 325825 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 26397 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 15156 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 523715 | TotalRevenueAndExpenses |
| Total Net Investment Income | 509474 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 22000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 22000 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14075 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14075 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 39365 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2584 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 109111 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 101611 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7500 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 184551 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 104195 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 43575 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1027500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1027500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1212051 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 104195 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1071075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -688336 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 405279 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 63702 | CashBOY |
| Cash EOY | 81112 | CashEOY |
| Cash EOYFMV | 81112 | CashEOYFMV |
| Accounts Receivable | 81458 | AccountsReceivable |
| Accounts Receivable BOY | 5021854 | AccountsReceivableBOY |
| Accounts Receivable EOY | 81458 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 81458 | AccountsReceivableEOYFMV |
| Investments Other BOY | 13629820 | InvestmentsOtherBOY |
| Investments Other EOY | 17865313 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 20726455 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 18715376 | TotalAssetsBOY |
| Total Assets EOY | 18027883 | TotalAssetsEOY |
| Total Assets EOYFMV | 20889025 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 18715376 | RetainedEarningsBOY |
| Retained Earnings EOY | 18027883 | RetainedEarningsEOY |
| Total Net Assets BOY | 18715376 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18027883 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18715376 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18027883 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18715376 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -688336 | ExcessOfRevenueOverExpenses |
| Other Increases | 919 | OtherIncreases |
| Subtotal | 18027959 | Subtotal |
| Other Decreases | 76 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 18027883 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| AG LONG TERM SUPER FUND | P | 1450 | |||||
| 357,009.19 SHS LOOMIS INV GRD FXD | P | 866169 | 4593000 | 3726831 | 866169 | ||
| FISCO INVESTMENT | P | 40699 | 40699 | 40699 | 2010-06-03 | ||
| 778.954575 SHS SAMLYN OFFSHORE | P | 216903 | 1216903 | 1000000 | 216903 | 2010-07-23 | 2008-01-01 |
| FOXPOINT REDEMPTION | P | -870840 | 1629160 | 2500000 | -870840 | 2010-09-30 | |
| NEW PROVIDENCE ST | P | 14418 | 14418 | 14418 | |||
| NEW PROVIDENCE LT | P | 57026 | 57026 | 57026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 325825 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1031000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20142735 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051185 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 858531 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18386482 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046694 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 725690 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13530945 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053632 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 610043 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11847168 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051493 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 543108 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10111207 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053713 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256717 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051343 | AverageDistributionRatio |
| Net Noncharitable Assets | 20166003 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1035383 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4053 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1039436 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1071075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4053 | InvestmentIncomeExciseTax |
| Subtotal | 4053 | Subtotal |
| Tax Based On Investment Income | 4053 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11241 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 16241 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 12188 | Overpayment |
| Amount Credited To Next Year | 12188 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSON M BEARD JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2062754600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PERUVIAN AVENUE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ANSON MCCOOK BEARD JR | ||||||||
| 421 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | SETTLOR | 0 | 0 | 0 | 0 |
| DEBRA BEARD | ||||||||
| 421 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | TRUSTEE | 0 | 0 | 0 | 0 |
| ANSON H BEARD | ||||||||
| ONE MORTON SQUARE APT L4AW | NEW YORK | NY | 10014 | TRUSTEE | 0 | 0 | 0 | 0 |
| VERONICA M BEARD | ||||||||
| ONE MORTON SQUARE APT L4AW | NEW YORK | NY | 10014 | TRUSTEE | 0 | 0 | 0 | 0 |
| JAMES M BEARD | ||||||||
| 29 EAST 10TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | TRUSTEE | 0 | 0 | 0 | 0 |
| VERONICA S BEARD | ||||||||
| 29 EAST 10TH STREET 8TH FLOOR | NEW YORK | NY | 10003 | TRUSTEE | 0 | 0 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 249744 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 20223356 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20473100 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20473100 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 307097 | CashDeemedCharitable |
| Net Noncharitable Assets | 20166003 | NetNoncharitableAssets |
| Minimum Investment Return | 1008300 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1008300 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4053 | TaxBasedOnInvestmentIncome |
| Total Tax | 4053 | TotalTax |
| Distributable Amount Before Adj | 1004247 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1004247 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1004247 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1071075 | 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 | 1071075 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4053 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1067022 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1004247 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 94736 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18653 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 64849 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 109517 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 74999 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 362754 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1071075 | QualifyingDistributions |
| Applied To Current Year | 1004247 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 66828 | RemainingDistriFromCorpus |
| Total Corpus | 429582 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 94736 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 334846 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18653 | ExcessFromYear4 |
| Excess From Year3 | 64849 | ExcessFromYear3 |
| Excess From Year2 | 109517 | ExcessFromYear2 |
| Excess From Year1 | 74999 | ExcessFromYear1 |
| Excess From Current Year | 66828 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DEVEREUX WHITLOCK CENTER | |||||||
| 230 HIGHLAND AVENUE | DEVON | PA | 19333 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| 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 | $15,000 |
| 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 | $35,000 |
| BRANDYWINE CONSERVANCY | |||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70,000 |
| DEVEREUX FOUNDATION | |||||||
| 444 DEVEREUX DRIVE BOX 638 | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 |
| 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 |
| SOMERSET LEARNING CENTER | |||||||
| 1810 BURNT MILLS ROAD | BEDMINSTER | NJ | 07921 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 |
| 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 | $60,000 |
| 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 | $20,000 |
| EVERGLADES LAW CENTER INC | |||||||
| 3305 COLLEGE AVENUE | FT LAUDERDALE | FL | 33314 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $55,000 |
| MARTHA ENTENMANN TINNITUS RESEARCH CENTER | |||||||
| 450 CLARKSON AVENUE BOX 1239 | BROOKLYN | NY | 11203 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| 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 | $50,000 |
| EAST HARLEM SCHOOL | |||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $70,000 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PARTNERSHIP | CHARITABLE CONTRIBUTION | $5,000 |
| CORLEARS SCHOOL | |||||||
| 324 WEST 15TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $60,000 |
| CLINTON GLOBAL INSTITUTE | |||||||
| 1200 PRESIDENT CLINTON AVENUE | LITTLE ROCK | AR | 72201 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 |
| 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 | $20,000 |
| COOKE CENTER FOR LEARNING AND DEVELOPMENT | |||||||
| 475 RIVERSIDE DRIVE SUITE 730 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $37,500 |
| YOUNG WOMEN'S LEADERSHIP | |||||||
| 215 PARK AVENUE SOUTH SUITE 2014 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1027500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII (2 entries)
| DescriptionDescription | Business CodeBusinessCode |
|---|---|
| THROUGH PSHIPS- | |
| DEBT FIN PROP | 900000 |
| 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 | $13,931 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $154,562 | 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 | $325,825 | 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 | $12,512 |
| NEW PROVIDENCE BALANCED PORTFOLIO | 14 | $1,463 |
| RESTART | 18 | $1,181 |
| REFUNDS | 01 | $11,241 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $520,715 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 520715 | 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 | $14,075 | Amount |
| Disbursements Charitable Prps | 14075 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (10 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AG LONG-TERM SUPER FUND LP | AT COST | 66876 | 190031 |
| TIGER ASIA | AT COST | 846974 | 1459000 |
| TAO L HOLDINGS LTD | AT COST | 38870 | 38778 |
| SAMLYN OFFSHORE FUND | AT COST | 2400000 | 2977240 |
| LOOMIS INV GRADE | AT COST | 0 | 0 |
| BLUE RIDGE PARTNERS | AT COST | 2050335 | 2532593 |
| VOLLERO BEACH OFFSHORE | AT COST | 1000000 | 1076368 |
| FOXPOINT | AT COST | 0 | 0 |
| PAN ROSS OFFSHORE | AT COST | 13286 | 13286 |
| NEW PROVIDENCE HOLDINGS | AT COST | 11448972 | 12439159 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS POLK & WARDWELL LLP | Category |
| Amount | $22,000 | Amount |
| Disbursements Charitable Prps | 22000 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AG LONG TERM NONDEDUCTIBLE EXPENSES | $37 |
| NEW PROVIDENCE NONDEDUCTIBLE EXPENSES | $39 |
| PENALTIES | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| SECRETARIAL SERVICES | 7500 | 0 | 0 | 7500 |
| OTHER EXPENSES | 714 | 714 | 0 | 0 |
| INVESTMENT EXPENSES - AGLT | 100 | 100 | 0 | 0 |
| INVESTMENT EXPENSES - NEW PROV | 100797 | 100797 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| AG LONG-TERM SUPER FUND | 12512 | 12512 | 0 |
| RESTART | 1181 | 1181 | 0 |
| 990PF REFUND | 11241 | 0 | 0 |
| NEW PROVIDENCE | 1463 | 1463 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX EXEMPT INTEREST | $918 |
| ROUNDING | $1 |
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 | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INTERNAL REVENUE SERVICE | $36,241 | 0 | 0 | 0 |
| INTERNAL REVENUE SERVICE-2008 | $540 | |||
| FOREIGN TAX EXPENSE | $2,584 | 2584 |
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