2024-11-07T12:55:43-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 137019761 Tsunami Foundation % Foundation Source TSUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 james beard trustee 8008391754 2024-11-05 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 32481542 X 75000 34569 34569 538280 538280 634519 8974125 634519 259493 274271 1541861 1481639 0 14500 0 0 14500 725 0 0 725 188897 188897 8975 146114 83287 60993 359211 272184 0 76218 1575000 1575000 1934211 272184 0 1651218 -392350 1209455 1045120 278526 278526 6725 6725 6725 1085434 1002930 1011602 9612159 8623662 9669366 358938 1617539 1642915 14239905 14419824 19872408 26341556 25949206 32481542 0 0 X 26341556 25949206 26341556 25949206 26341556 25949206 26341556 -392350 25949206 25949206 Publicly-traded Securities 8535117 8088049 447068 447068 Passthrough K1 Capital Gain/(Loss) 248443 JLL INCOME PROP TRUST CL M-I P 2022-09-28 2023-10-10 439008 500000 -60992 -60992 634519 16811 16811 16811 12500 0 12100 24600 X 0 7789 7789 false false false false false true true false true true CT true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false true true false false false false false false false false false false false false false false false false false Philip Andryc Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 2.0 0 0 0 Debra Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 James M Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Veronica Swanson Beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Anson M Beard Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Veronica M beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 trustee 0.0 0 0 0 anson h beard Foundation Source 501 Silverside Rd Wilmington DE 198091377 trustee 0.0 0 0 0 Morgan Stanley 28 STATE STREET 26TH FL BOSTON MA 02109 Investment Mgmt 78781 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 60993 13341890 1019951 18441286 32803127 0 32803127 492047 32311080 1615554 1615554 16811 16811 1598743 1598743 1598743 1651218 0 0 0 0 1651218 1598743 54599 135294 63689 173154 169755 596491 1651218 1598743 52475 648966 0 54599 594367 135294 63689 173154 169755 52475 Anson M Beard Jr Debra Beard X AMERICAN TAP DANCE FOUNDATION INC 530 W 45TH ST APT 11M NEW YORK NY 10036 N/A PC General & Unrestricted 75000 BABY BUGGY INC 306 W 37TH ST 8TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 125000 BRANDYWINE CONSERVANCY & MUSEUM OF ART PO BOX 141 CHADDS FORD PA 19317 N/A PC General & Unrestricted 100000 COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT 700 S DIXIE HWY STE 200 WEST PALM BCH FL 33401 N/A PC General & Unrestricted 25000 CONNECT US INC 1000 LAFAYETTE BLVD 2ND FL BRIDGEPORT CT 06604 N/A PC General & Unrestricted 25000 COVENANT HOUSE 5 PENN PLZ NEW YORK NY 10001 N/A PC General & Unrestricted 125000 EXODUS SCHOOL 309 E 103RD ST NEW YORK NY 10029 N/A PC General & Unrestricted 100000 FRIENDS OF THE HIGH LINE INC 820 WASHINGTON ST NEW YORK NY 10014 N/A PC General & Unrestricted 100000 HARLEM ACADEMY 655 ST NICHOLAS AVE NEW YORK NY 10030 N/A PC General & Unrestricted 100000 HEAD STRONG PROJECT INC PO BOX 412572 BOSTON MA 02241 N/A PC General & Unrestricted 75000 HELPUSADOPT ORG INC PO BOX 787 NEW YORK NY 10150 N/A PC General & Unrestricted 75000 MULTIPLYING GOOD INC 348 WEST 57TH ST 115 NEW YORK NY 10019 N/A PC General & Unrestricted 100000 OPERATION WARM INC PO BOX 822431 PHILADELPHIA PA 19182 N/A PC General & Unrestricted 75000 PENNYS FLIGHT FOUNDATION INC 65 DUCK POND RD GLEN COVE NY 11542 N/A PC General Support 100000 READWORKS INC PO BOX 24673 BROOKLYN NY 11202 N/A PC General & Unrestricted 125000 RIVER FUND NEW YORK INC 8911 LEFFERTS BLVD RICHMOND HILL NY 11418 N/A PC General & Unrestricted 125000 THE ARTS CONNECTION INC 45 W 34TH ST STE 1210 NEW YORK NY 10001 N/A PC General & Unrestricted 50000 THE POSSE FOUNDATION INC 14 WALL ST STE 8A60 NEW YORK NY 10005 N/A PC General & Unrestricted 25000 WHEATON COLLEGE 26 E MAIN ST NORTON MA 02766 N/A PC General & Unrestricted 50000 1575000 14 34569 14 538280 18 634519 K-1 Inc/Loss 525990 -15124 14 213079 PFIC INCOME FROM AG DLI II LP 01 61538 -15124 1481985 1466861 false false false false false false false false false false X X 1 Beard Jr Anson M 1100 South Flagler Drive Unit 1004 West Palm Beach FL 33401 75000 X General Consultations 725 725 Philip Andryc * PHILIP ANDRYC, TRUSTEE OF TSUNAMI (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $75,000 TO PHILIP ANDRYC FOR INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. Form 990-PF 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. Form 8865 FORM 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. BK OF AMERICA CORP BOND PERPET 150938 149639 CITI GROUP - 7.625% - 12/31/20 250625 254888 CITIGROUP INC BOND PERPETUAL - 253906 253033 FORD MOTOR COMPANY - 6.625% - 250820 263167 GOLDMAN SACHS - 7.500% - 12/31 248750 260950 JP MORGAN CHASE PERP SR NT - 6 208000 199602 WELLS FARGO BANK - 7.625% - 12 254500 261636 APOLLO GLOBAL MGMT INC SER A M 200000 225560 BAC CAPITAL TR X - 6.250% - 03 204151 198560 BLACKSTONE SEC LENDING 299368 328916 BLUE OWL CAPITAL CORPORATION 442758 461988 CITIGROUP CAPITAL XIII - 7.875 252841 285400 HARDING LOEVNER INTL EQUITY 311335 310802 HARTFORD CORE EQUITY CL I 1521602 2169847 ISHARES RUSSELL 3000 1081782 1204456 JPMORGAN CHASE & CO 6 DEP NCM 258000 253100 KIMBELL ROYALTY PARTNERS 428347 451500 LOOMIS SAYLES FDS INV GRADE BO 654477 654254 PIMCO LOW DURATION INCOME FUND 266591 271702 T. ROWE PRICE US EQUITY RESEAR 2202410 2328479 VIRTUS KAR SMALL-MID CAP CORE 500000 524802 1002930 1011602 AG DLI II, L.P 561791 729218 ATREIDES FOUNDATION FUND, LTD 1500000 1366857 BLUE OWL RE FD V (FKA OAK ST R 775571 918824 COATUE OFFSHORE FUND, LTD 2000000 5314234 ENERGY TRANSFER LP 127703 276000 ENTERPRISE PRODUCTS PARTNERS L 95473 658750 FARALLON CAPITAL INSTITUTIONAL 1202356 1251081 HARBOURVEST ACCESS - DOVER STR 171300 227579 KNIGHTSBRIDGE VENTURE CAPITAL 284848 305465 LIGHTHOUSE INDIA FUND III LTD 426603 646406 MGG SF EVERGREEN UNLEVERED FUN 1993464 1883824 OAKTREE STRATEGIC CREDIT FUND 1500000 1511741 PANTERA BLOCKCHAIN OFFSHORE FU 997313 1046348 PE PREMIER OAKTREE OPPORTUNITI 10000 8961 SEG PARTNERS OFFSHORE LTD CLAS 749041 1101793 STRATEGIC PARTNERS RE VIII FEE 32310 31877 TCG BALANCED FUND, L.P 714862 1435360 THIRD PT OFFSHORE FUND LTD 1250000 1130901 STRATEGIC PARTNERS OFF RE VIII 27189 27189 General Consultations 14500 14500 Administrative Fees 60993 60993 K-1 Exp BLUE OWL RE FD V (FKA 4706 4706 K-1 Exp ENERGY TRANSFER LP 3514 2324 K-1 Exp ENTERPRISE PRODUCTS PA 127 11 K-1 Exp FARALLON CAPITAL INSTI 1608 1514 K-1 Exp HARBOURVEST ACCESS - D 1436 1436 K-1 Exp KNIGHTSBRIDGE VENTURE 20981 20551 K-1 Exp LIGHTHOUSE INDIA FUND 16568 16568 K-1 Exp TCG BALANCED FUND, L.P 36181 36177 pfic income from AG DLI II LP 61538 61538 K-1 Inc/Loss BLUE OWL RE FD V (FKA OAK ST RE V) 12089 12089 K-1 Inc/Loss ENERGY TRANSFER LP 693 2133 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -13869 -228 K-1 Inc/Loss FARALLON CAPITAL INSTITUTIONAL PARTN 35354 35354 K-1 Inc/Loss HARBOURVEST ACCESS - DOVER STREET XI 24 24 K-1 Inc/Loss KNIGHTSBRIDGE VENTURE CAPITAL X LP 823 866 K-1 Inc/Loss LIGHTHOUSE INDIA FUND III LTD 550 550 K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND L.P 152297 152297 K-1 Inc/Loss STRATEGIC PARTNERS RE VIII FEEDER O 40 40 K-1 Inc/Loss TCG BALANCED FUND, L.P 9954 9608 Investment Management Services 188897 188897 990-PF Estimated Tax for 2023 8900 STATE INCOME TAX 2022 24 STATE INCOME MISCELLANEOUS FEE 51