2025-11-04T14:27:43-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 137019761 Tsunami Foundation % Foundation Source TSUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 James M Beard Trustee 8008391754 2025-10-30 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 36408782 X 0 X 18259 18259 897288 897288 1277495 3618525 1277495 192920 157069 2385962 2350111 0 5000 0 0 5000 191296 191296 27000 185024 117362 62173 408320 308658 0 67173 1620000 1620000 2028320 308658 0 1687173 357642 2041453 0 278526 314058 314058 94621 6725 94621 94621 1002930 8623662 10394460 12714774 1617539 1614939 1669140 14419824 13888770 21616189 25949206 26306848 36408782 0 0 X 25949206 26306848 25949206 26306848 25949206 26306848 25949206 357642 26306848 26306848 Publicly-traded Securities 2386097 2145364 240733 240733 Passthrough K1 Capital Gain/(Loss) 553375 SEG PARTNERS OFFSHORE LTD CLASS D P 2021-12-31 2024-04-22 1232428 749041 483387 483387 1277495 28376 28376 28376 22589 0 9200 31789 X 0 3413 3413 false false false false false true true false true true CT true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 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 1.0 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 Morgan Stanley 28 STATE STREET 26TH FL BOSTON MA 02109 Investment Mgmt 99491 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 62173 15296315 614374 20617163 36527852 0 36527852 547918 35979934 1798997 1798997 28376 28376 1770621 1770621 1770621 1687173 0 0 0 0 1687173 1770621 135294 63689 173154 169755 52475 594367 1687173 1687173 0 83448 83448 510919 0 51846 459073 63689 173154 169755 52475 Anson M Beard Jr Debra Beard X 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 50000 CONNECT US INC 1000 LAFAYETTE BLVD 2ND FL BRIDGEPORT CT 06604 N/A PC General & Unrestricted 25000 CORNELL UNIVERSITY 1300 YORK AVE BOX 314 NEW YORK NY 10065 N/A PC Weill Cornell's Neurosurgery Training 100000 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 50000 NOSH DELIVERS INC PO BOX 99 SEA CLIFF NY 11579 N/A PC General & Unrestricted 50000 OPERATION WARM INC PO BOX 822431 PHILADELPHIA PA 19182 N/A PC General & Unrestricted 75000 PENNYS FLIGHT FOUNDATION INC 63 FOREST AVE LOCUST VALLEY NY 11560 N/A PC General & Unrestricted 125000 READWORKS INC PO BOX 24673 BROOKLYN NY 11202 N/A PC General & Unrestricted 150000 RIVER FUND NEW YORK INC 8911 LEFFERTS BLVD RICHMOND HILL NY 11418 N/A PC General & Unrestricted 150000 SILVER CREEK ALLIANCE INC PO BOX 663 PICABO ID 83348 N/A PC General & Unrestricted 10000 THE ARTS CONNECTION INC 45 W 34TH ST STE 1210 NEW YORK NY 10001 N/A PC General & Unrestricted 60000 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 1620000 14 18259 14 897288 18 1277495 K-1 Inc/Loss 525990 11105 14 150109 Federal Tax Refund 01 24717 PFIC INCOME FROM AG DLI II LP 14 6989 11105 2374857 2385962 false false false false false false false false false false Philip Andryc PHILIP ANDRYC, TRUSTEE OF TSUNAMI (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $75,000 TO PHILIP ANDRYC FOR INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. Form 926 Form 926 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. 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. FORM 990-PF FORM 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. BK OF AMERICA CORP BOND PERPET 150938 151266 CITI GROUP - 7.625% - 12/31/20 250625 260458 CITIGROUP INC BOND PERPETUAL - 253906 258362 FORD MOTOR COMPANY - 6.625% - 250820 259640 GOLDMAN SACHS - 7.500% - 12/31 248750 263670 JPMORGAN CHASE - 6.875% - 12/3 205400 210463 WELLS FARGO BANK - 7.625% - 12 254500 265281 APOLLO GLOBAL MGMT INC SER A M 200000 347640 BAC CAPITAL TR X - 6.250% - 03 204151 201440 BLACKSTONE SEC LENDING 299368 384489 BLUE OWL CAPITAL CORPORATION 442758 473256 CITIGROUP CAPITAL XIII - 7.875 252841 299700 HARDING LOEVNER INTL EQUITY 758374 706082 HARTFORD CORE EQUITY CL I 1646705 2532247 ISHARES RUSSELL 3000 671688 913171 JPMORGAN CHASE & CO 6 DEP NCM 258000 254400 KIMBELL ROYALTY PARTNERS 428347 486900 LOOMIS SAYLES FDS INV GRADE BO 686358 672563 MORGAN STANLEY 6.625 PFD SER Q 250000 265100 PIMCO INCOME FUND P CLASS 336821 336704 T. ROWE PRICE US EQUITY RESEAR 3054729 3841886 VIRTUS KAR SMALL-MID CAP CORE 904320 999196 AG DLI II, L.P - 3152 561791 757636 ATREIDES FOUNDATION FUND, LTD 1500000 1884369 BLACKSTONE PRIVATE EQUITY STRA 250000 250000 BLUE OWL RE FD V (FKA OAK ST R 721506 856723 COATUE OFFSHORE FUND, LTD - 31 2000000 6272441 ENERGY TRANSFER LP 104143 391800 ENTERPRISE PRODUCTS PARTNERS L 50967 784000 FARALLON CAPITAL INSTITUTIONAL 1429694 1429758 HARBOURVEST ACCESS - DOVER STR 230860 319860 KNIGHTSBRIDGE VENTURE CAPITAL 427405 494000 LIGHTHOUSE INDIA FUND III LTD 307450 441334 MGG SF EVERGREEN UNLEVERED FUN 1544299 1505729 OAKTREE STRATEGIC CREDIT FUND 1500000 1505341 PANTERA BLOCKCHAIN OFFSHORE FU 997313 1602721 PE PREMIER OAKTREE OPPORTUNITI 131414 150429 STRATEGIC PARTNERS OFFSHORE RE 121497 121497 STRATEGIC PARTNERS RE VIII FEE 207645 250766 TCG BALANCED FUND, L.P 552786 1195045 THIRD PT OFFSHORE FUND LTD - 3 1250000 1402740 General Consultations 5000 5000 Administrative Fees 62173 62173 Bank Charges 146 146 K-1 Exp BLUE OWL RE FD V (FKA 4190 4190 K-1 Exp ENERGY TRANSFER LP 3808 23 K-1 Exp ENTERPRISE PRODUCTS PA 151 13 K-1 Exp FARALLON CAPITAL INSTI 696 630 K-1 Exp HARBOURVEST ACCESS - D 1310 1310 K-1 Exp KNIGHTSBRIDGE VENTURE 24392 24182 K-1 Exp LIGHTHOUSE INDIA FUND 28424 28424 K-1 Exp STRATEGIC PARTNERS RE 58 58 K-1 Exp TCG BALANCED FUND, L.P 59676 58386 K-1 Inc/Loss BLUE OWL RE FD V (FKA OAK ST RE V) 12347 12347 K-1 Inc/Loss ENERGY TRANSFER LP 5739 2384 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP 7645 -147 K-1 Inc/Loss FARALLON CAPITAL INSTITUTIONAL PARTN 36053 36053 K-1 Inc/Loss HARBOURVEST ACCESS - DOVER STREET XI 104 104 K-1 Inc/Loss KNIGHTSBRIDGE VENTURE CAPITAL X LP 1396 1409 K-1 Inc/Loss LIGHTHOUSE INDIA FUND III LTD 80 80 K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND L.P 85238 85238 K-1 Inc/Loss STRATEGIC PARTNERS RE VIII FEEDER O 4409 4409 K-1 Inc/Loss TCG BALANCED FUND, L.P 8203 8203 Federal Tax Refund 24717 PFIC INCOME FROM AG DLI II LP 6989 6989 Investment Management Services 191296 191296 990-PF Estimated Tax for 2024 14800 990-PF Extension for 2023 12100 State Income Tax 2023 100