Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
TSUNAMI FOUNDATION
C/O ANSON M BEARD JR
% ANSON M BEARD JR
Number and street (or P.O. box number if mail is not delivered to street address)1100 SOUTH FLAGLER DRIVE 1004
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH, FL33401
A Employer identification number

13-7019761
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$37,042,446J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 75,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 51,336 51,336  
4 Dividends and interest from securities... 493,782 493,782  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,997,413
b Gross sales price for all assets on line 6a 8,393,867
7 Capital gain net income (from Part IV, line 2)... 2,997,413
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 137,221 95,861  
12 Total. Add lines 1 through 11........ 3,754,752 3,638,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 37,500   37,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,300 0 0 3,300
b Accounting fees (attach schedule)....... Click to see attachment 30,835 7,709 0 23,126
c Other professional fees (attach schedule).... Click to see attachment 5,500 1,375 0 4,125
17 Interest............... 3,919 3,919    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 107,604 49,017    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 198,779 183,396   15,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 424,937 282,916 0 83,051
25 Contributions, gifts, grants paid....... 1,825,029 1,825,029
26 Total expenses and disbursements. Add lines 24 and 25 2,249,966 282,916 0 1,908,080
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,504,786
b Net investment income (if negative, enter -0-) 3,355,476
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 148,666 533,868 533,868
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet298,677
Less: allowance for doubtful accounts bullet   19,148 298,677 298,677
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,878,203 Click to see attachment13,706,673 16,583,295
c Investments—corporate bonds (attach schedule)....... 252,904 Click to see attachment252,841 279,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,996,994 Click to see attachment13,008,642 19,347,606
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,295,915 27,800,701 37,042,446
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 26,295,915 27,800,701
29 Total net assets or fund balances (see instructions)..... 26,295,915 27,800,701
30 Total liabilities and net assets/fund balances (see instructions). 26,295,915 27,800,701
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
26,295,915
2
Enter amount from Part I, line 27a .....................
2
1,504,786
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
27,800,701
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,800,701
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DIVIDENDS FROM MS #1127      
b 2,210 SHS ISHARES IBOXX INVEST GR COR BD   2020-06-08 2021-01-08
c 1,550 SHS ISHARES IBOXX INVEST GR COR BD   2020-06-08 2021-02-22
d 10,000 SHS AT&T INC 4.750% SER-C   2020-02-12 2021-02-23
e 23,877.746 SHS DOUBLELINE TOTAL RETURN I     2021-11-02
21,815.009 SHS LOOMIS SAYLES INVST GRADE BD Y     2021-11-02
2,300 SHS PIMCO ACTIVE BOND ETF   2020-01-29 2021-11-02
1,300 SHS SPDR S&P 500 ETF TRUST     2021-11-02
0.550 SHS COMMERCE BANCSHARES   2021-11-12 2021-12-17
4,313 SHS SPDR S&P 500 ETF TRUST     2021-11-12
12 SHS SITEONE LANDSCAPE SUPPLY INC   2021-05-26 2021-06-29
6 SHS SITEONE LANDSCAPE SUPPLY INC   2021-05-26 2021-06-30
NET SHORT-TERM GAIN OR LOSS FROM PARTNERSHIPS      
NET LONG-TERM GAIN OR LOSS FROM PARTNERSHIPS      
GAIN ON FINAL DISTRIBUTION - BLUE RIDGE LIMITED PARTNERS     2021-03-17
REDEMPTION OF COVISION OFFSHORE FUND LTD   2018-01-01 2021-05-04
REDEMPTION OF HEDGEPREMIER REIF FUND LP   2020-04-14 2021-06-08
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 323,344     323,344
b 300,067   293,594 6,473
c 206,039   205,915 124
d 248,105   250,000 -1,895
e 250,000   257,531 -7,393
250,000   251,059 -1,042
252,539   252,222 317
600,121   381,779 218,342
36   38 -2
2,012,349   1,151,078 861,271
2,050   2,040 10
1,013   1,020 -7
101,088     101,088
879,215     879,215
38,141   10,784 27,357
2,054,075   1,500,000 554,075
875,685   839,549 36,136
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       323,344
b       6,473
c       124
d       -1,895
e       -7,531
      -1,059
      317
      218,342
      -2
      861,271
      10
      -7
      101,088
      879,215
      27,357
      554,075
      36,136
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,997,413
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 46,641
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 46,641
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 56,885
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 56,885
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,244
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,244 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, FL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANSON M BEARD JR Telephone no.bullet (212) 762-8859

    Located atbullet1100 SOUTH FLAGLER DRIVEWEST PALM BEACHFL ZIP+4bullet33401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANSON MCCOOK BEARD JR SETTLOR
    10.0     		0 0 0
    1100 SOUTH FLAGLER DRIVE UNIT 1004
    WEST PALM BEACH,FL33401
    DEBRA BEARD TRUSTEE
    1.0     		0 0 0
    1100 SOUTH FLAGLER DRIVE UNIT 1004
    WEST PALM BEACH,FL33401
    ANSON H BEARD TRUSTEE
    1.0     		0 0 0
    176 EAST 64TH STREET
    NEW YORK,NY10065
    VERONICA M BEARD TRUSTEE
    1.0     		0 0 0
    176 EAST 64TH STREET
    NEW YORK,NY10065
    JAMES M BEARD TRUSTEE
    1.0     		0 0 0
    125 DUCK POND ROAD
    GLEN COVE,NY11542
    VERONICA S BEARD TRUSTEE
    1.0     		0 0 0
    125 DUCK POND ROAD
    GLEN COVE,NY11542
    PHILIP J ANDRYC TRUSTEE
    2.0     		75,000 0 0
    139 WEST SHORE ROAD
    NEW PRESTON,CT06777
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NEW PROVIDENCE BALANCED PORTFOLIO LP MANAGE INVESTMENTS 84,854
    570 LEXINGTON AVE 5TH FLOOR
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,701,646
    b
    Average of monthly cash balances.......................
    1b
    759,255
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,713,053
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,173,954
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    36,173,954
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    542,609
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    35,631,345
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,781,567
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,781,567
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    46,641
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    46,641
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,734,926
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,734,926
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,734,926
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,734,926
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 68,393
    b From 2017...... 88,331
    c From 2018...... 54,599
    d From 2019...... 135,294
    e From 2020...... 63,689
    f Total of lines 3a through e ........ 410,306
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,908,080
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 1,734,926
    e Remaining amount distributed out of corpus 173,154
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 583,460
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		68,393
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		515,067
    10 Analysis of line 9:
    a Excess from 2017.... 88,331
    b Excess from 2018.... 54,599
    c Excess from 2019.... 135,294
    d Excess from 2020.... 63,689
    e Excess from 2021.... 173,154
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ANSON M BEARD JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT
    700 S DIXIE HIGHWAY STE 200
    WEST PALM BEACH,FL33401     		NONE PC CHARITABLE CONTRIBUTION - LEADERSHIP FUND - PROVIDES COMMUNITY SERVICES TO THOSE IN PALM BEACH AND MARTIN COUNTIES. 50,000
    BRANDYWINE CONSERVANCY & MUSEUM OF ART
    PO BOX 141
    CHADDS FORD,PA19317     		NONE PC CHARITABLE CONTRIBUTION - LAND AND WATER CONSERVATION ORGANIZATION PROTECTING NATURAL RESOURCES IN SOUTHEASTERN PENNSYLVANIA AND NORTHERN DELAWARE. 200,000
    WHEATON COLLEGE
    26 EAST MAIN STREET
    NORTON,MA02766     		NONE PC CHARITABLE CONTRIBUTION - PRIVATE CHRISTIAN LIBERAL ARTS COLLEGE LOCATED IN WHEATON, ILLINOIS 75,000
    THE POSSE FOUNDATION INC
    14 WALL STREET SUITE 8A-60
    NEW YORK,NY10005     		NONE PC CHARITABLE CONTRIBUTION - ACADEMIC SERVICES FOR PUBLIC HIGH SCHOOL STUDENTS WITH ACADEMIC AND LEADERSHIP POTENTIAL. 25,000
    AMERICAN TAP DANCE FOUNDATION
    154 CHRISTOPHER STREET - 2B
    NEW YORK,NY10014     		NONE PC CHARITABLE CONTRIBUTION - ESTABLISH AND LEGITIMIZE TAP DANCE AS A VITAL COMPONENT OF AMERICAN DANCE THROUGH CREATION, PRESENTATION, EDUCATION AND PRESERVATION. 100,000
    GOOD FOUNDATION DBA BABY BUGGY INC
    306 WEST 37TH STREET 8TH FLOOR
    NEW YORK,NY10018     		NONE PC CHARITABLE CONTRIBUTION - WORKS WITH CBO'S TO DISTRIBUTE NEW AND GENTLY USED & SAFE CRIBS, STROLLERS, CLOTHING AND BOTTLES TO AT RISK POPULATIONS. 125,000
    ARTS CONNECTION INC
    520 EIGHTH AVENUE STE 321
    NEW YORK,NY10018     		NONE PC CHARITABLE CONTRIBUTION - ART PROGRAMS FOR STUDENTS IN THE NYC PUBLIC SCHOOL SYSTEM 50,000
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023     		NONE PC CHARITABLE CONTRIBUTION - LEADERSHIP DEVELOPMENT PROGRAM 50,000
    HARLEM ACADEMY
    1330 FIFTH AVE
    NEW YORK,NY10026     		NONE PC CHARITABLE CONTRIBUTION - GENERAL SUPPORT - EDUCATION FOR LOW INCOME STUDENTS IN EAST HARLEM 100,000
    OPERATION WARM
    6 DICKINSON DRIVE SUITE 314
    CHADDS FORD,PA19317     		NONE PC CHARITABLE CONTRIBUTION - PROVIDES NEW WINTER COATS FOR CHILDREN 75,000
    READWORKS INC
    68 JAY STREET
    BROOKLYN,NY11201     		NONE PC CHARITABLE CONTRIBUTION - HELP EDUCATORS MEET THE NATIONWIDE CRISIS IN READING COMPREHENSION THROUGH RESEARCH BASED, CLASSROOM PROVEN PRACTICES. 125,000
    FRIENDS OF THE HIGH LINE
    820 WASHINGTON ST
    NEW YORK,NY10014     		NONE PC CHARITABLE CONTRIBUTION - BUILD AND MAINTAIN AN EXTRAORDINARY PUBLIC PARK ON THE HIGH LINE. 100,000
    THE EAST HARLEM SCHOOL AT EXODUS HOUSE
    309 EAST 103RD STREET
    NEW YORK,NY10029     		NONE PC CHARITABLE CONTRIBUTION - MIDDLE SCHOOL EDUCATIONAL SERVICES FOR STUDENTS FROM LOW INCOME FAMILIES. 100,000
    MULTIPYING GOOD INC
    15 WEST 38TH STREET STE 1210
    NEW YORK,NY10018     		NONE PC CHARITABLE CONTRIBUTION - SUPPORT AND TRAINING FOR YOUTH 100,000
    SUCCESS ACADEMY CHARTER SCHOOLS INC
    95 PINE STREET FLOOR 6
    NEW YORK,NY10005     		NONE PC CHARITABLE CONTRIBUTION - EDUCATION, NY CHARTER SCHOOLS 75,000
    COVENANT HOUSE
    5 PENN PLAZA 3RD FLOOR
    NEW YORK,NY10001     		NONE PC CHARITABLE CONTRIBUTION - PROVIDE FOOD, SHELTER, CLOTHING, AND HEALTHCARE TO CHILDREN. 125,000
    HELPUSADOPTORG INC
    PO BOX 787
    NEW YORK,NY10150     		NONE PC CHARITABLE CONTRIBUTION - BRING TOGETHER FAMILIES THROUGH ADOPTION. 50,000
    RIVER FUND NEW YORK INC
    89-11 LEFFERTS BLVD
    RICHMOND HILL,NY11418     		NONE PC CHARITABLE CONTRIBUTION - TO FEED AND EMPOWER THOSE WE SERVE TO MOVE BEYOND THE LINES OF POVERTY 100,000
    HEAD STRONG PROJECT INC
    655 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY100658043     		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE COMPREHENSIVE, EFFECTIVE, AND COST-FREE MENTAL HEALTH CARE TO MILITARY VETERANS DEALING WITH MILITARY RELATED TRAUMAS. 75,000
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		NONE PC CHARITABLE CONTRIBUTION - TO END HUNGER IN COMMUNITIES THROUGHOUT NEW YORK CITY. 75,000
    CONNECT US INC
    855 MAIN STREET 10TH FLOOR
    BRIDGEPORT,CT06604     		NONE PC CHARITABLE CONTRIBUTION - TO BRING TOGETHER SUBURBAN AND URBAN NEIGHBORS IN PARTNERSHIP TO IMPROVE THE QUALITY OF OUTCOMES FOR YOUNG PEOPLE LIVING IN COMMUNITIES OF CONCENTRATED POVERTY. 50,000
    ENTERPRISE PRODUCTS PARTNERS LP
    PO BOX 4018
    HOUSTON,TX77210     		NONE PC CHARITABLE CONTRIBUTION - THROUGH PARTNERSHIP 29
    Total .................................bullet 3a 1,825,029
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 51,336  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,997,413  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL & STATE TAX REFUNDS     		    01 59,587  
    bOTHER INCOME/LOSS 523000 -28,877 01 106,504  
    cTAX-EXEMPT & NONTAXABLE INCOME     01 7  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -28,877 3,708,629  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,679,752
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREP FEES 30,835 7,709   23,126

    TY 2021 ContractorCompensationExpln
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Contractor Explanation
    NEW PROVIDENCE BALANCED PORTFOLIO L NEW PROVIDENCE BALANCED PORTFOLIO L.P. MANAGES A PORTION OF TSUNAMI'S ASSETS. THESE ARE ADVISORY FEES PAID BY TSUNAMI FOUNDATION FOR MANAGEMENT OF ITS INVESTMENTS.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10K CITIGROUP CAP XIII 7.875% 252,841 279,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Name of Stock End of Year Book Value End of Year Fair Market Value
    30,000 SHS KIMBELL ROYALTY 428,347 408,900
    132 SHS ADOBE INC 86,522 74,852
    544 SHS ALCON INC 44,320 47,393
    164 SHS AMERIPRISE FINCL INC 50,440 49,472
    189 SHS AMGEN INC 40,127 42,519
    420 SHS CAPITAL ONE FINCL CORP 65,627 60,938
    177 SHS CHUBB LTD 34,140 34,216
    367 SHS CINCINNATI FINCL OHIO 44,935 41,812
    741 SHS COCA COLA CO 42,055 43,875
    368 SHS COMMERCE BANCSHARES 25,705 25,296
    133 SHS CONSTELLATION BRANDS 31,646 33,379
    1,085 SHS CORTEVA INC 52,345 51,299
    1,731 SHS COTERRA ENERGY INC 35,762 32,889
    277 SHS CROWN CASTLE INTL CORP 50,184 57,821
    254 SHS CULLEN FROST BANKERS 33,570 32,022
    282 SHS DANAHER CORPORATION 86,086 92,781
    205 SHS ECOLAB INC 48,254 48,091
    272 SHS EQUITY LIFESTYLE PROPS 22,967 23,844
    170 SHS GENL DYNAMICS CORP 34,115 35,440
    227 SHS HONEYWELL INTL INC 50,444 47,332
    719 SHS JOHNSON CTLS INTL PLC 55,898 58,462
    526 SHS LENNAR CORPORATION 56,837 61,100
    119 SHS MARTIN MARIETTA 49,757 52,422
    403 SHS MEDTRONIC PLC 48,021 41,690
    1,466 SHS MICHELIN COMPAGNIE 45,300 48,070
    623 SHS MICROCHIP TECHNOLOGY 52,263 54,238
    269 SHS MICROSOFT CORP 90,489 90,470
    3,892 SHS MITSUBISHI UFJ FINCL 22,048 21,250
    152 SHS PARKER HANNIFIN CORP 50,565 48,354
    247 SHS PAYPAL HLDGS INC COM 51,840 46,579
    361 SHS PHILLIPS 66 COM 27,795 26,158
    244 SHS PNC FINCL SVCS GP 49,524 48,927
    300 SHS PROCTER & GAMBLE 43,971 49,074
    291 SHS QUALCOMM INC 48,043 53,215
    414 SHS RPM INC 38,436 41,814
    459 SHS SONY GROUP CORP ADR 56,260 58,018
    119 SHS SUN COMMUNITIES INC 22,956 24,987
    914 SHS TWITTER INC 47,596 39,503
    388 SHS TYSON FOODS INC CL A 31,378 33,818
    402 SHS WALGREENS BOOTS ALLIAN 19,946 20,968
    400 SHS XYLEM INC COM 52,060 47,968
    146 SHS ALLEGION PUB LTD CO 20,281 19,336
    203 SHS ANSYS INC 77,449 81,427
    115 SHS ASPEN TECHNOLOGY INC 16,085 17,503
    313 SHS BENTLEY SYS INC COM 17,531 15,127
    287 SHS BERKLEY W R CORP 22,047 23,646
    121 SHS BRIGHT HORIZONS FAMILY 16,687 15,232
    143 SHS CDW CORPORATION 23,609 29,284
    98 SHS CHARLES RIVER LABS INTL 31,929 36,925
    31 SHS CHEMED CORPORATION 15,362 16,400
    62 SHS COOPER CO INC NEW 24,401 25,974
    168 SHS COPART INC 21,345 25,472
    278 SHS DUCK CREEK TECH INC 11,182 8,371
    1,595 SHS ELANCO ANIMAL HEALTH 53,913 45,266
    98 SHS EQUIFAX INC 22,838 28,694
    126 SHS EXPONENT INC 11,430 14,708
    24 SHS FAIR ISAAC & CO INC 12,138 10,408
    267 SHS INTERACTIVE BROKERS GR 18,059 21,205
    78 SHS JACK HENRY & ASSOC INC 12,213 13,025
    62 SHS LENNOX INTL INC 21,569 20,110
    137 SHS LPL FINL HLDGS INC COM 20,185 21,932
    51 SHS MSCI INC COM 23,842 31,247
    105 SHS NORDSON CP 22,497 26,803
    65 SHS POOL CORP 27,929 36,790
    347 SHS ROLLINS INC 11,741 11,871
    151 SHS SITEONE LANDSCAPE SUPP 25,667 36,584
    22 SHS TELEDYNE TECH INC 8,988 9,612
    207 SHS TERADYNE INC 26,510 33,851
    196 SHS THE SCOTTS MIRACLE-GRO 42,592 31,556
    212 SHS THOR INDUSTRIES INC 25,645 21,999
    72 SHS ZEBRA TECH CL-A 36,015 42,855
    25,000 SHS EMPOWERMENT & INCLU 250,000 248,750
    10,000 SHS AT&T INC PFD 4.75% 0 0
    8,000 SHS BANK OF AMER PFD 6% 204,151 212,480
    10,000 SHS JPMORGAN PFD 6% 258,000 272,500
    5,000 SHS KKR & CO INC PFD 6% 257,830 465,750
    10,000 SHS WELLS FARGO 4.75% 250,000 258,600
    10,000 SHS WELLS FARGO 5.85% 241,256 267,900
    3,760 SHS ISHARES IBOXX INV GR 0 0
    2,300 SHS PIMCO ACTIVE BOND 0 0
    4,387 SHS SPDR S&P 500 ETF TR 1,107,305 2,083,650
    8,000 SHS FT N AMERICAN ENERGY 196,521 199,680
    15,000 SHS SPROTT PHYS GOLD TR 214,658 215,400
    4,000 SHS VANECK GOLD MINERS 149,460 128,120
    4,897.99 SHS COHEN & STEERS RE 327,988 408,884
    74,171.7 SHS DOUBLELINE TOTAL 794,256 771,386
    18,043.72 SHS HARDING LOVENER 513,138 542,567
    47,973.89 SHS HARTFORD CORE EQ 1,487,532 2,379,025
    54,123.02 SHS JOHN HANCOCK INT 1,753,333 1,886,187
    75,893.28 SHS NATIXIS LOOMIS 862,124 851,523
    31,948.48 SHS T ROWE PRICE DIV 1,848,868 2,366,424

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NEW PROVIDENCE HOLDINGS AT COST 1,113,658 2,336,703
    BLUE RIDGE PARTNERS-SIDE FUND AT COST 0 0
    COATUE OFFSHORE AT COST 2,000,000 5,272,805
    MGG SF EVERGREEN UNLEVERED AT COST 1,740,737 1,671,275
    AG DLI II LP AT COST 957,313 1,015,274
    COVISION OFFSHORE FUND LTD AT COST 0 0
    LIGHTHOUSE INDIA FUND III LTD AT COST 383,640 1,092,892
    ENTERPRISE PRODUCTS PARTNERS AT COST 220,069 549,000
    ATREIDES FOUNDATION FUND LTD   1,500,000 1,520,370
    HEDGEPREMIER/ REIF FUND LP   0 0
    OAK ST REAL ESTATE CAP FUND V   369,361 397,169
    FARALLON CAPITAL INST PRTNS LP   2,091,514 2,150,972
    SEG PARTNERS OFFSHORE LTD CL D   1,000,000 1,469,938
    PANTERA BLOCKCHAIN OFFSHORE FD   549,719 697,595
    KNIGHTSBRIDGE VENTURE CAP X LP   82,631 105,551
    THIRD POINT OFFSHORE FUND LTD   1,000,000 1,068,062

    TY 2021 LegalFeesSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,300     3,300


    TY 2021 OtherExpensesSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES MS #1127 42,646 42,646    
    ADVISORY FEES MS #0851 1,920 1,920    
    ADVISORY FEES MS #8675 3,142 3,142    
    INVESTMENT EXPENSES-NEW PROV 71,857 71,857    
    SECRETARIAL SERVICES 15,000     15,000
    NON-DED EXPENSES-NEW PROV 4      
    OTHER DEDUCTIONS LIGHTHOUSE 17,152 17,152    
    OAK STREET & NEW PROV - FEES 19,695 19,695    
    NON-DED EXP - ENTERPRISE PROD 61      
    PORTFOLIO DED-HEDGEPREMIER 5,119 5,119    
    NON-DED EXPENSES HEDGEPREMIER 6      
    OTHER DED-OAK STREET 8,507 8,507    
    INVESTMENT EXP - FARALLON 2,176 2,176    
    NON-DED EXPENSES FARALLON 310      
    INV EXPENSES - KNIGHTSBRIDGE 10,506 10,506    
    NON-DED EXPENSES KNIGHTSBRIDGE 2      
    SECTION 743(B) ADJ KNIGHTSBRID 15 15    
    OTHER FEES - KNIGHTSBRIDGE 661 661    


    TY 2021 OtherIncomeSchedule2
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    990-PF & 990-T OVERPAYMENT 58,587    
    2019 FL FORM 1120 TAX REFUND 1,000    
    MS #1127 NON-DIVIDEND DISTRIBUTIONS 10,643    
    NEW PROVIDENCE BALANCED PORTFOLIO LP -273 -273  
    MGG SF EVERGREEN UNLEVERED FUND LP 123,898 123,898  
    ENTERPRISE PRODUCTS PARTNERS, L.P. -30,533 -1,683  
    HEDGEPREMIER/RIEF FUND LP 319 319  
    FARALLON CAPITAL INST PARTNERS LP -26,539 -26,539  
    KNIGHTSBRIDGE VENTURE CAPITAL X LP 119 139  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC. ADVISORY SERVICES 5,500 1,375 0 4,125


    TY 2021 TaxesSchedule
    Name:
    TSUNAMI FOUNDATION
     
    C/O ANSON M BEARD JR
    EIN:
    13-7019761
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF/T TAX OVERPAYMENT APPL 58,587      
    FOREIGN TAXES-NEW PROVIDENCE 17,995 17,995    
    FOREIGN TAXES - MS #1127 3,196 3,196    
    FOREIGN TAXES - LIGHTHOUSE 24,686 24,686    
    HEDGEPREMIER/RIEF FUND LP 370 370    
    FARALLON CAPITAL INSTITUTIONAL 2,728 2,728    
    KNIGHTSBRIDGE VENTURE CAPITAL 42 42