Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
Tsunami Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-7019761
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$30,086,819J 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 right arrow.............
3 Interest on savings and temporary cash investments 262 262  
4 Dividends and interest from securities... 363,471 363,471  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,375
b Gross sales price for all assets on line 6a 10,290,566
7 Capital gain net income (from Part IV, line 2)... 8,375
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
List of Attached Documents:
// Content
202,112 228,136  
12 Total. Add lines 1 through 11........ 649,220 600,244  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,715 0 0 35,715
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
160,550 160,550    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,062 162    
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
List of Attached Documents:
// Content
242,038 185,613   49,997
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 458,365 346,325 0 85,712
25 Contributions, gifts, grants paid....... 1,650,000 1,650,000
26 Total expenses and disbursements. Add lines 24 and 25 2,108,365 346,325 0 1,735,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,459,145
b Net investment income (if negative, enter -0-) 253,919
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 533,868    
2 Savings and temporary cash investments.........   1,045,120 1,045,120
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   298,677    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
1,085,434 		1,086,338
b Investments—corporate stock (attach schedule)....... 13,706,673 Click to see attachment
List of Attached Documents:
// Content
9,612,159 		10,046,010
c Investments—corporate bonds (attach schedule)....... 252,841 Click to see attachment
List of Attached Documents:
// Content
358,938 		345,868
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,008,642 Click to see attachment
List of Attached Documents:
// Content
14,239,905 		17,563,483
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,800,701 26,341,556 30,086,819
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 27,800,701 26,341,556
29 Total net assets or fund balances (see instructions)..... 27,800,701 26,341,556
30 Total liabilities and net assets/fund balances (see instructions). 27,800,701 26,341,556
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
27,800,701
2
Enter amount from Part I, line 27a .....................
2
-1,459,145
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
26,341,556
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,341,556
Form 990-PF (2022)
Form 990-PF (2022)
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c EMPOWERMENT & INCLUS CAP CL A P 2021-01-08 2022-12-15
d
e
(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 10,038,455   10,528,649 -490,194
b       496,458
c 252,111   250,000 2,111
d
e
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       -490,194
b        
c       2,111
d
e
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 8,375
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 3,529
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 3,529
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 3,529
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 30,144
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 30,144
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26,615
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow3,600 Refundedright arrow 11 23,015
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCT
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 2022 or the taxable year beginning in 2022? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Philip AndrycClick to see attachment
List of Attached Documents:
// Content
Trustee
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Debra BeardClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James M BeardClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Veronica Swanson BeardClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Anson M Beard JrClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Veronica M BeardClick to see attachment
List of Attached Documents:
// Content
trustee
0.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Anson H BeardClick to see attachment
List of Attached Documents:
// Content
trustee
0.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
Morgan Stanley Investment Mgmt 85,550
28 state street 26th fl
BOSTON,MA02109
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
14,596,859
b
Average of monthly cash balances.......................
1b
628,048
c
Fair market value of all other assets (see instructions)................
1c
16,642,835
d
Total (add lines 1a, b, and c).........................
1d
31,867,742
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
31,867,742
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
478,016
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,389,726
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,569,486
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
1,569,486
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,529
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,529
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,565,957
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,565,957
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
1,565,957
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
1,735,712
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,735,712
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,565,957
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 88,331
b From 2018...... 54,599
c From 2019...... 135,294
d From 2020...... 63,689
e From 2021...... 173,154
f Total of lines 3a through e ........ 515,067
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,735,712
a Applied to 2021, but not more than line 2a  
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 2022 distributable amount..... 1,565,957
e Remaining amount distributed out of corpus 169,755
5 Excess distributions carryover applied to 2022.    
(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 5 684,822
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		88,331
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		596,491
10 Analysis of line 9:
a Excess from 2018.... 54,599
b Excess from 2019.... 135,294
c Excess from 2020.... 63,689
d Excess from 2021.... 173,154
e Excess from 2022.... 169,755
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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
Debra Beard
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2022)
Form 990-PF (2022)
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

AMERICAN TAP DANCE FOUNDATION INC

154 CHRISTOPHER ST STE 2B
NEW YORK,NY10014 		N/A PC General & Unrestricted 100,000

BRANDYWINE CONSERVANCY & MUSEUM OF ART

PO BOX 141
CHADDS FORD,PA19317 		N/A PC General & Unrestricted 100,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 75,000

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT

700 S DIXIE HWY STE 200
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 25,000

CONNECT US INC

855 MAIN ST 10TH FL
BRIDGEPORT,CT06604 		N/A PC General & Unrestricted 25,000

COVENANT HOUSE

5 PENN PLZ
NEW YORK,NY10001 		N/A PC General & Unrestricted 125,000

EXODUS SCHOOL

309 E 103RD ST
NEW YORK,NY10029 		N/A PC General & Unrestricted 100,000

FRIENDS OF THE HIGH LINE INC

820 WASHINGTON ST
NEW YORK,NY10014 		N/A PC General & Unrestricted 100,000

GOOD PLUS FOUNDATION INC

306 W 37TH ST 8TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 125,000

HARLEM ACADEMY

655 ST NICHOLAS AVE
NEW YORK,NY10030 		N/A PC General & Unrestricted 100,000

HEAD STRONG PROJECT INC

PO BOX 412572
BOSTON,MA02241 		N/A PC General & Unrestricted 100,000

HELPUSADOPT ORG INC

PO BOX 787
NEW YORK,NY10150 		N/A PC General & Unrestricted 75,000

MULTIPLYING GOOD INC

348 WEST 57TH ST 115
NEW YORK,NY10019 		N/A PC General & Unrestricted 125,000

OPERATION WARM INC

PO BOX 822431
PHILADELPHIA,PA19182 		N/A PC General & Unrestricted 75,000

READWORKS INC

PO BOX 24673
NEW YORK,NY11202 		N/A PC General & Unrestricted 125,000

RIVER FUND NEW YORK INC

8911 LEFFERTS BLVD
RICHMOND HILL,NY11418 		N/A PC General & Unrestricted 125,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FL
NEW YORK,NY10003 		N/A PC Child Mind Institute 25,000

THE ARTS CONNECTION INC

520 8TH AVE SUITE 321
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

THE POSSE FOUNDATION INC

14 WALL ST STE 8A60
NEW YORK,NY10005 		N/A PC General & Unrestricted 25,000

WHEATON COLLEGE

26 E MAIN ST
NORTON,MA02766 		N/A PC General & Unrestricted 50,000
Total .................................right arrow 3a 1,650,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 262  
4 Dividends and interest from securities ....     14 363,471  
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 8,375  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -26,024 14 228,136  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -26,024 600,244  
13Total. Add line 12, columns (b), (d), and (e)..................
13
574,220
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
Tsunami Foundation
 
Employer identification number

13-7019761
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
Tsunami Foundation
  		Employer identification number
13-7019761
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Beard Jr Anson M
1100 South Flagler Drive Unit 1004
 
West Palm Beach, FL33401

$ 75,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
Tsunami Foundation
  		Employer identification number

13-7019761
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
Tsunami Foundation
  		Employer identification number

13-7019761
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
Tsunami Foundation
EIN:
13-7019761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Return Preparation/Review 35,715     35,715

TY 2022 CompensationExplanation
Name:
Tsunami Foundation
EIN:
13-7019761
Person Name Explanation
Philip Andryc * Philip Andryc, Trustee of Tsunami (the "Foundation"), is a disqualified person with respect to the Foundation. During taxable year ending December 31, 2022, the Foundation paid $75,000 to Philip Andryc for Investment Management Services as reported in Form 990-PF, Part I, Line 16c.

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

TY 2022 DepreciationSchedule
Name:
Tsunami Foundation
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 2022 GeneralExplanationAttachment
Name:
Tsunami Foundation
EIN:
13-7019761
Identifier Return Reference Explanation
8865 8865 The Foundation has prepared these forms 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.

TY 2022 InvestmentsCorpBondsSchedule
Name:
Tsunami Foundation
EIN:
13-7019761
Name of Bond End of Year Book Value End of Year Fair Market Value
BK OF AMERICA CORP BOND PERPET 150,938 146,640
JP MORGAN CHASE PERP SR NT - 6 208,000 199,228

TY 2022 InvestmentsCorpStockSchedule
Name:
Tsunami Foundation
EIN:
13-7019761
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 12,680 13,943
ABBVIE INC 29,277 31,999
ACCENTURE PLC 13,287 13,342
AMEREN CORPORATION 7,893 8,714
AMERICAN ELECTRIC POWER INC 10,394 11,109
ANALOG DEVICES INC 15,965 17,879
AUTOMATIC DATA PROCESSING INC 12,887 12,898
AVALONBAY CMNTYS INC 6,628 6,622
AVERY DENNISON CORP 7,875 8,145
BAC CAPITAL TR X - 6.250% - 03 204,151 191,360
BANK OF AMERICA CORP 31,291 28,086
BECTON DICKINSON & CO 15,988 18,055
BLACKROCK INC 12,730 13,464
BLACKSTONE SEC LENDING 299,368 265,965
BOOZ ALLEN HAMILTON HOLDING CO 6,066 5,853
BRISTOL-MYERS SQUIBB CO 11,533 10,505
BROADCOM INC 25,228 29,634
CHEVRON CORP 37,299 36,077
CHUBB LIMITED 19,810 20,516
CIGNA CORPORATION 14,298 14,579
CISCO SYSTEMS INC 29,046 30,680
CITIGROUP CAPITAL XIII - 7.875 252,841 284,000
CME GROUP, INC 13,910 13,789
CMS ENERGY CP 5,515 6,206
COMCAST CORP 25,162 27,451
CONOCOPHILLIPS 14,032 12,272
CROWN CASTLE INTL 9,421 7,053
CUMMINS INC 12,072 12,357
DEERE CO 12,276 13,292
DOUBLELINE TOTAL RETURN BOND 637,745 524,034
DTE ENERGY CO COM 5,158 5,524
EATON CORP PLC 12,521 12,399
ELECTRONIC ARTS 7,010 6,476
ELEVANCE HEALTH INC 19,403 18,980
ELI LILLY & CO 10,484 10,609
ENTERGY CORP 8,339 8,663
EOG RESOURCES INC 22,243 19,817
EVERSOURCE ENERGYINC 6,317 7,126
EXXON MOBIL CORP 29,491 28,568
FIRST TRUST NORTH AMERICAN ENE 298,294 320,280
HARTFORD CORE EQUITY CL I 1,457,687 1,786,884
HOME DEPOT INC 27,712 30,323
HONEYWELL INTL 26,222 25,287
INTERNATIONAL BUSINESS MACHINE 19,692 20,006
JOHNSON & JOHNSON 45,340 46,282
JP MORGAN CHASE 38,349 39,291
JPMORGAN CHASE & CO 6.00% PFD 258,000 247,600
KIMBELL ROYALTY PARTNERS 428,347 501,000
KKR & CO INC 6% PFD - ?% - 09/ 257,830 286,450
KLA TENCOR CORP 18,242 20,360
LAM RESEARCH CORP 14,554 14,290
LINDE PLC COM 13,713 14,352
LOCKHEED MARTIN CORP 16,573 16,541
LOOMIS SAYLES FDS INV GRADE BO 627,304 608,616
MARSH AND MCLENNAN COMPANIES I 22,905 23,333
MCDONALD'S CORP 21,269 20,292
MEDTRONIC PLC 24,522 17,642
MERCK & CO INC 27,279 31,621
MICROCHIP TECHNOLOGY INC 16,454 14,823
MICROSOFT CORP 46,085 32,855
MONDELEZ INTERNATIONAL INC 15,460 16,063
MORGAN STANLEY 9,484 9,437
NEXTERA ENERGY, INC 12,775 13,878
NIKE INC-CL B 4,649 5,851
NORTHERN TRUST CORPORATION 10,833 11,327
NORTHROP GRUMMAN CORP 27,689 28,372
OWL ROCK CAPITAL ORD SHS 442,758 361,515
PACKAGING CORP AMER 3,920 4,093
PARKER HANNIFIN CP 15,909 14,550
PEPSICO INC 15,808 15,898
PHILIP MORRIS INTL 15,686 17,408
PNC FINANCIAL GROUP INC 21,780 17,689
PPG INDUSTRIES INC 8,958 9,808
PROCTER GAMBLE CO 32,685 33,798
T ROWE PRICE DIV GROWTH FUND L 1,800,767 1,974,484
TARGET CORPORATION 13,634 12,817
TEXAS INSTRUMENTS INC 17,916 18,009
THE BLACKSTONE GROUP INC CL A 4,152 4,080
THE COCA-COLA CO 17,594 19,719
TRANE TECHNOLOGIES PLC 13,115 13,111
UNION PACIFIC 21,817 22,985
UNITED PARCEL SERVICE 25,094 25,554
UNITEDHEALTH GROUP INC 26,111 25,449
US BANCORP 16,857 17,008
VALERO ENERGY CORP 14,501 13,955
VANGUARD HIGH DIV YIELD 1,058,311 1,114,563
VERIZON COMMUNICATIONS 10,543 11,190
WAL-MART STORES INC 9,851 9,784
WASTE MANAGEMENT INC 16,119 16,159
WEC ENERGY GROUP, INC 8,631 9,095
WELLS FARGO & CO 14,829 13,048
WELLS FARGO PFD NON-CUM - 5.85 241,256 230,100
XCEL ENERGY INC 8,660 9,044

TY 2022 InvestmentsGovtObligationsSch
Name:
Tsunami Foundation
EIN:
13-7019761
US Government Securities - End of Year Book Value:

1,085,434
US Government Securities - End of Year Fair Market Value:

1,086,338
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2022 InvestmentsOtherSchedule2
Name:
Tsunami Foundation
EIN:
13-7019761
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG DLI II, L.P   561,791 730,004
ATREIDES FOUNDATION FUND, LTD   1,500,000 1,205,602
COATUE OFFSHORE FUND, LTD   2,000,000 4,350,313
ENERGY TRANSFER LP   157,673 237,400
ENTERPRISE PRODUCTS PARTNERS L   158,969 603,000
FARALLON CAPITAL INSTITUTIONAL   2,139,073 2,156,821
HARBOURVEST ACCESS - DOVER STR   2,604 25,194
JLL INCOME PROP TRUST CL M-I   500,000 482,239
KNIGHTSBRIDGE VENTURE CAPITAL   171,960 176,976
LIGHTHOUSE INDIA FUND III LTD   505,340 655,408
MGG SF EVERGREEN UNLEVERED FUN   1,806,018 1,722,618
OAK STREET REAL ESTATE CAP FUN   622,170 749,885
PANTERA BLOCKCHAIN OFFSHORE FU   997,313 677,277
SEG PARTNERS OFFSHORE LTD CLAS   999,041 1,048,106
TCG BALANCED FUND, L.P   867,953 1,653,784
THIRD PT OFFSHORE FUND LTD   1,250,000 1,088,856

TY 2022 OtherExpensesSchedule
Name:
Tsunami Foundation
EIN:
13-7019761
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 49,647     49,647
Bank Charges 9 9    
K-1 Exp ENERGY TRANSFER LP 6,575 432    
K-1 Exp ENTERPRISE PRODUCTS PA 96 16    
K-1 Exp FARALLON CAPITAL INSTI 3,610 3,420    
K-1 Exp HARBOURVEST ACCESS - D 251 251    
K-1 Exp KNIGHTSBRIDGE VENTURE 17,680 17,672    
K-1 Exp LIGHTHOUSE INDIA FUND 54,902 54,902    
K-1 Exp OAK STREET REAL ESTATE 6,935 6,935    
K-1 Exp TCG BALANCED FUND, L.P 101,983 101,976    
Postage/Delivery Service 350     350


TY 2022 OtherIncomeSchedule2
Name:
Tsunami Foundation
EIN:
13-7019761
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ENERGY TRANSFER LP -10,641 1,857  
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -14,004 -517  
K-1 Inc/Loss FARALLON CAPITAL INSTITUTIONAL PARTN 87,362 87,362  
K-1 Inc/Loss KNIGHTSBRIDGE VENTURE CAPITAL X LP 692 731  
K-1 Inc/Loss LIGHTHOUSE INDIA FUND III LTD 300 300  
K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND L.P 112,226 112,226  
K-1 Inc/Loss OAK STREET REAL ESTATE CAP FUND V LP 9,940 9,940  
K-1 Inc/Loss TCG BALANCED FUND, L.P 16,237 16,237  


TY 2022 OtherProfessionalFeesSchedule
Name:
Tsunami Foundation
EIN:
13-7019761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 160,550 160,550    


TY 2022 SubstantialContributorsSch
Name:
Tsunami Foundation
EIN:
13-7019761
Name Address
Beard Jr Anson M 1100 South Flagler Drive Unit 1004
West Palm Beach,FL33401
Beard Debra 1100 South Flagler Drive Unit 1004
West Palm Beach,FL33401


TY 2022 TaxesSchedule
Name:
Tsunami Foundation
EIN:
13-7019761
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2022 19,900      
Foreign Tax Paid 162 162