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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-01T13:30:26-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN137019761EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TSUNAMI FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
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 MCCOOK BEARD JRName
TitleSETTLORTitle
Phone2062754600Phone
Date Signed2011-10-31DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDARCY LOUGHRANName
Phone2062754600Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY20889025FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss13931InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm13931InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm0InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss154562DividendsRevAndExpnss
Dividends Net Invst Incm154562DividendsNetInvstIncm
Dividends Adj Net Incm0DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss325825NetGainSaleAssetsRevAndExpnss
Gross Sales Price7551206GrossSalesPrice
Capital Gain Net Incm Net Invst Incm325825CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss26397OtherIncomeRevAndExpnss
Other Income Net Invst Incm15156OtherIncomeNetInvstIncm
Other Income Adj Net Incm0OtherIncomeAdjNetIncm
Total Revenue And Expenses523715TotalRevenueAndExpenses
Total Net Investment Income509474TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Legal Fees Rev And Expnss22000LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps22000LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss14075AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps14075AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss39365TaxesRevAndExpnss
Taxes Net Invst Incm2584TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss109111OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm101611OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps7500OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss184551TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm104195TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps43575TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1027500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1027500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1212051TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm104195TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1071075TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-688336ExcessOfRevenueOverExpenses
Net Investment Income405279NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY63702CashBOY
Cash EOY81112CashEOY
Cash EOYFMV81112CashEOYFMV
Accounts Receivable81458AccountsReceivable
Accounts Receivable BOY5021854AccountsReceivableBOY
Accounts Receivable EOY81458AccountsReceivableEOY
Accounts Receivable EOYFMV81458AccountsReceivableEOYFMV
Investments Other BOY13629820InvestmentsOtherBOY
Investments Other EOY17865313InvestmentsOtherEOY
Investments Other EOYFMV20726455InvestmentsOtherEOYFMV
Total Assets BOY18715376TotalAssetsBOY
Total Assets EOY18027883TotalAssetsEOY
Total Assets EOYFMV20889025TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY18715376RetainedEarningsBOY
Retained Earnings EOY18027883RetainedEarningsEOY
Total Net Assets BOY18715376TotalNetAssetsBOY
Total Net Assets EOY18027883TotalNetAssetsEOY
Total Liabilities Net Assets BOY18715376TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY18027883TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY18715376TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-688336ExcessOfRevenueOverExpenses
Other Increases919OtherIncreases
Subtotal18027959Subtotal
Other Decreases76OtherDecreases
Total Net Assets Fund Balances EOY18027883TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGain Or LossGainOrLossGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGains Minus Excess Or LossesGainsMinusExcessOrLossesDate SoldDateSoldDate AcquiredDateAcquired
AG LONG TERM SUPER FUNDP1450
357,009.19 SHS LOOMIS INV GRD FXDP86616945930003726831866169
FISCO INVESTMENTP4069940699406992010-06-03
778.954575 SHS SAMLYN OFFSHOREP216903121690310000002169032010-07-232008-01-01
FOXPOINT REDEMPTIONP-87084016291602500000-8708402010-09-30
NEW PROVIDENCE STP144181441814418
NEW PROVIDENCE LTP570265702657026
FieldValueIRS element (for citing)
Capital Gain Net Income325825CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year11031000QualifyingDistributionsYear1
Noncharitable Assets Year120142735NoncharitableAssetsYear1
Distribution Ratio Year10.051185DistributionRatioYear1
Qualifying Distributions Year2858531QualifyingDistributionsYear2
Noncharitable Assets Year218386482NoncharitableAssetsYear2
Distribution Ratio Year20.046694DistributionRatioYear2
Qualifying Distributions Year3725690QualifyingDistributionsYear3
Noncharitable Assets Year313530945NoncharitableAssetsYear3
Distribution Ratio Year30.053632DistributionRatioYear3
Qualifying Distributions Year4610043QualifyingDistributionsYear4
Noncharitable Assets Year411847168NoncharitableAssetsYear4
Distribution Ratio Year40.051493DistributionRatioYear4
Qualifying Distributions Year5543108QualifyingDistributionsYear5
Noncharitable Assets Year510111207NoncharitableAssetsYear5
Distribution Ratio Year50.053713DistributionRatioYear5
Total Distribution Ratio0.256717TotalDistributionRatio
Average Distribution Ratio0.051343AverageDistributionRatio
Net Noncharitable Assets20166003NetNoncharitableAssets
Adjusted Noncharitable Assets1035383AdjustedNoncharitableAssets
One Percent Net Investment Income4053OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1039436AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1071075QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax4053InvestmentIncomeExciseTax
Subtotal4053Subtotal
Tax Based On Investment Income4053TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment11241EstTaxPaymentsAndOverpayment
Tax Paid With Extension5000TaxPaidWithExtension
Total Credits And Payments16241TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment12188Overpayment
Amount Credited To Next Year12188AmountCreditedToNextYear

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 Over1000falseUnrelatedBusIncomeOver1000
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

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
Proceeds Or Net IncomefalseProceedsOrNetIncome

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 PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ANSON MCCOOK BEARD JR
421 PERUVIAN AVENUEPALM BEACHFL33480SETTLOR0000
DEBRA BEARD
421 PERUVIAN AVENUEPALM BEACHFL33480TRUSTEE0000
ANSON H BEARD
ONE MORTON SQUARE APT L4AWNEW YORKNY10014TRUSTEE0000
VERONICA M BEARD
ONE MORTON SQUARE APT L4AWNEW YORKNY10014TRUSTEE0000
JAMES M BEARD
29 EAST 10TH STREET 8TH FLOORNEW YORKNY10003TRUSTEE0000
VERONICA S BEARD
29 EAST 10TH STREET 8TH FLOORNEW YORKNY10003TRUSTEE0000
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 Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances249744AvgMonthlyCashBalances
FMV All Other Noncharitable Assets20223356FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets20473100TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets20473100AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable307097CashDeemedCharitable
Net Noncharitable Assets20166003NetNoncharitableAssets
Minimum Investment Return1008300MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1008300MinimumInvestmentReturn
Tax Based On Investment Income4053TaxBasedOnInvestmentIncome
Total Tax4053TotalTax
Distributable Amount Before Adj1004247DistributableAmountBeforeAdj
Distributable Amount Before Ded1004247DistributableAmountBeforeDed
Distributable Amount As Adjusted1004247DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1071075ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions1071075QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm4053OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1067022AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1004247DistributableAmountAsAdjusted
Prior Year12008PriorYear1
Prior Year22007PriorYear2
Prior Year32006PriorYear3
Excess Distri Carryover Year594736ExcessDistriCarryoverYear5
Excess Distri Carryover Year418653ExcessDistriCarryoverYear4
Excess Distri Carryover Year364849ExcessDistriCarryoverYear3
Excess Distri Carryover Year2109517ExcessDistriCarryoverYear2
Excess Distri Carryover Year174999ExcessDistriCarryoverYear1
Total Excess Distri Carryover362754TotalExcessDistriCarryover
Qualifying Distributions1071075QualifyingDistributions
Applied To Current Year1004247AppliedToCurrentYear
Remaining Distri From Corpus66828RemainingDistriFromCorpus
Total Corpus429582TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year594736ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year334846ExcessDistriCyovToNextYear
Excess From Year418653ExcessFromYear4
Excess From Year364849ExcessFromYear3
Excess From Year2109517ExcessFromYear2
Excess From Year174999ExcessFromYear1
Excess From Current Year66828ExcessFromCurrentYear
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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
DEVEREUX WHITLOCK CENTER
230 HIGHLAND AVENUEDEVONPA19333NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
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$15,000
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$35,000
BRANDYWINE CONSERVANCY
PO BOX 141CHADDS FORDPA19317NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$70,000
DEVEREUX FOUNDATION
444 DEVEREUX DRIVE BOX 638VILLANOVAPA19085NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
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
SOMERSET LEARNING CENTER
1810 BURNT MILLS ROADBEDMINSTERNJ07921NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
ST PAUL'S SCHOOL
325 PLEASANT STREETCONCORDNH033012591NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
AMERICAN TAP DANCE FOUNDATION
154 CHRISTOPHER STREET - 2BNEW YORKNY10014NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$60,000
BABY BUGGY
306 WEST 37TH STREETNEW YORKNY10018NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$40,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500ARLINGTONVA22202NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
EVERGLADES LAW CENTER INC
3305 COLLEGE AVENUEFT LAUDERDALEFL33314NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$2,500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY10001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$55,000
MARTHA ENTENMANN TINNITUS RESEARCH CENTER
450 CLARKSON AVENUE BOX 1239BROOKLYNNY11203NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
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$50,000
EAST HARLEM SCHOOL
309 EAST 103RD STREETNEW YORKNY10029NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$70,000
CLEVELAND CLINIC
9500 EUCLID AVENUECLEVELANDOH44195NONEPARTNERSHIPCHARITABLE CONTRIBUTION$5,000
CORLEARS SCHOOL
324 WEST 15TH STREETNEW YORKNY10011NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$60,000
CLINTON GLOBAL INSTITUTE
1200 PRESIDENT CLINTON AVENUELITTLE ROCKAR72201NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
OPERATION WARM
1653 BRINTONS BRIDGE ROADCHADDS FORDPA19317NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
URBAN EDUCATION EXCHANGE
219 WEST 135TH STREETNEW YORKNY10030NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
COOKE CENTER FOR LEARNING AND DEVELOPMENT
475 RIVERSIDE DRIVE SUITE 730NEW YORKNY10115NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$37,500
YOUNG WOMEN'S LEADERSHIP
215 PARK AVENUE SOUTH SUITE 2014NEW YORKNY10003NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1027500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII (2 entries)

DescriptionDescriptionBusiness CodeBusinessCode
THROUGH PSHIPS-
DEBT FIN PROP900000
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$13,931ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$154,562ExclusionAmount
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$325,825ExclusionAmount
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$12,512
NEW PROVIDENCE BALANCED PORTFOLIO14$1,463
RESTART18$1,181
REFUNDS01$11,241

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$520,715ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA520715TotalPartXVIA

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$14,075Amount
Disbursements Charitable Prps14075DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (10 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
AG LONG-TERM SUPER FUND LPAT COST66876190031
TIGER ASIAAT COST8469741459000
TAO L HOLDINGS LTDAT COST3887038778
SAMLYN OFFSHORE FUNDAT COST24000002977240
LOOMIS INV GRADEAT COST00
BLUE RIDGE PARTNERSAT COST20503352532593
VOLLERO BEACH OFFSHOREAT COST10000001076368
FOXPOINTAT COST00
PAN ROSS OFFSHOREAT COST1328613286
NEW PROVIDENCE HOLDINGSAT COST1144897212439159

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryDAVIS POLK & WARDWELL LLPCategory
Amount$22,000Amount
Disbursements Charitable Prps22000DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

DescriptionDescriptionAmountAmount
AG LONG TERM NONDEDUCTIBLE EXPENSES$37
NEW PROVIDENCE NONDEDUCTIBLE EXPENSES$39
PENALTIES$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
SECRETARIAL SERVICES7500007500
OTHER EXPENSES71471400
INVESTMENT EXPENSES - AGLT10010000
INVESTMENT EXPENSES - NEW PROV100797100797

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
AG LONG-TERM SUPER FUND12512125120
RESTART118111810
990PF REFUND1124100
NEW PROVIDENCE146314630

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescriptionAmountAmount
TAX EXEMPT INTEREST$918
ROUNDING$1

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 IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INTERNAL REVENUE SERVICE$36,241000
INTERNAL REVENUE SERVICE-2008$540
FOREIGN TAX EXPENSE$2,5842584

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