Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
THE LASZLO N TAUBER FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)6000 EXECUTIVE BLVD NO 600   Room/suite
City or town, state, and ZIP code
NORTH BETHESDA, MD20852
A Employer identification number

30-0208793
B Telephone number (see page 10 of the instructions)

(301) 231-8334
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$162,491,230
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 page 11 of the 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) 2,252,254
2 Check bullet
3 Interest on savings and temporary cash investments 131,025 131,025  
4 Dividends and interest from securities...... 1,871,902 1,864,119  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,862,962
b Gross sales price for all assets on line 6a 49,653,889
7 Capital gain net income (from Part IV, line 2)... 4,862,962
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)....... 1,359,555 1,359,555  
12 Total. Add lines 1 through 11........ 10,477,698 8,217,661  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 498,805 299,283   199,522
14 Other employee salaries and wages...... 192,028 115,217   76,811
15 Pension plans, employee benefits....... 42,650 25,590   17,060
16a Legal fees (attach schedule)......... 68,438 41,063   27,375
b Accounting fees (attach schedule)....... 76,010 45,606   30,404
c Other professional fees (attach schedule).... 609,068 566,788   42,280
17 Interest............... 2,825 2,825   0
18 Taxes (attach schedule) (see page 14 of the instructions) 95,944 73,258   22,686
19 Depreciation (attach schedule) and depletion... 4,106 2,464  
20 Occupancy.............. 40,409 24,245   16,163
21 Travel, conferences, and meetings....... 36,434 21,860   14,574
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 49,416 28,469   20,947
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,716,133 1,246,668   467,822
25 Contributions, gifts, grants paid........ 7,453,207 7,453,207
26 Total expenses and disbursements. Add lines 24 and 25 9,169,340 1,246,668   7,921,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,308,358
b Net investment income (if negative, enter -0-) 6,970,993
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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...............   3 3
2 Savings and temporary cash investments.......... 7,800,119 2,245,993 2,245,993
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 page 15 of the
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........... 5,099 3,261 3,261
10a Investments—U.S. and state government obligations (attach schedule) 3,948,048 Click to see attachment8,082,308 8,151,021
b Investments—corporate stock (attach schedule)........ 32,985,589 Click to see attachment20,708,564 24,211,988
c Investments—corporate bonds (attach schedule)........ 21,338,008 Click to see attachment22,969,616 23,617,210
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 68,745,397 Click to see attachment71,179,441 63,372,318
14 Land, buildings, and equipment: basis bullet33,212
Less: accumulated depreciation (attach schedule) bullet15,816 18,355 Click to see attachment17,396 17,396
15 Other assets (describe bullet) Click to see attachment23,253,713 Click to see attachment24,580,445 Click to see attachment40,872,040
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 158,094,328 149,787,027 162,491,230
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) Click to see attachment27,163 Click to see attachment34,264
23 Total liabilities (add lines 17 through 22).......... 27,163 34,264
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 158,067,165 149,752,763
30 Total net assets or fund balances (see page 17 of the
instructions).................... 158,067,165 149,752,763
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 158,094,328 149,787,027
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 158,067,165
2 Enter amount from Part I, line 27a...................... 2 1,308,358
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 159,375,523
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 9,622,760
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 149,752,763
Form 990-PF (2010)
Form 990-PF (2010)
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 MERRILL LYNCH - #04168 P 2010-07-01 2010-12-31
b MERRILL LYNCH - #04793 P 2010-07-01 2010-12-31
c MERRILL LYNCH - #04793 P 2009-07-01 2010-12-31
d MERRILL LYNCH - #04794 P 2010-07-01 2010-12-31
e MERRILL LYNCH - #04794 P 2009-07-01 2010-12-31
MERRILL LYNCH - #04795 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04795 P 2009-07-01 2010-12-31
MERRILL LYNCH - #04796 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04796 P 2009-07-01 2010-12-31
MERRILL LYNCH - #04797 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04797 P 2009-07-01 2010-12-31
MERRILL LYNCH - #04798 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04799 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04799 P 2009-07-01 2010-12-31
MERRILL LYNCH - #04800 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04800 P 2009-07-01 2010-12-31
MERRILL LYNCH - #04801 P 2010-07-01 2010-12-31
MERRILL LYNCH - #04801 P 2009-07-01 2010-12-31
ATLANTIC TRUST - #13009 P 2010-07-01 2010-12-31
ATLANTIC TRUST - #13009 P 2009-07-01 2010-12-31
LAZARD LTD P 2010-07-01 2010-12-31
BANK OF JERUSALEM #5022 - EPSILON INVESTMENT P 2010-07-01 2010-12-31
ENERGY CAPITAL INVESTORS FUND, LLC P 2010-07-01 2010-12-31
ENERGY CAPITAL INVESTORS FUND, LLC P 2009-07-01 2010-12-31
ENERGY CAPITAL INVESTORS FUND, LLC P 2010-07-01 2010-12-31
ENERGY CAPITAL INVESTORS FUND, LLC P 2009-07-01 2010-12-31
WLR RECOVERY IV INVESTORS, LLC P 2010-07-01 2010-12-31
WLR RECOVERY IV INVESTORS, LLC P 2009-07-01 2010-12-31
ML SYSTEMATIC MOMENTUM FUTURESACCESS LLC P 2010-07-01 2010-12-31
ML SYSTEMATIC MOMENTUM FUTURESACCESS LLC P 2009-07-01 2010-12-31
ML TREND-FOLLOWING FUTURES FUND P 2010-07-01 2010-12-31
ML TREND-FOLLOWING FUTURES FUND P 2009-07-01 2010-12-31
ARNOLD ALTERNATIVE ADVISORS FUND P 2009-07-01 2010-12-31
MS STRATEGIC ALTERNATIVE FUND P 2009-07-01 2010-05-18
WLR RECOVERY IV INVESTORS, LLC P 2009-07-01 2010-12-31
OTHER GAINS P 2009-07-01 2010-12-31
CAPITAL GAINS DIVIDENDS P    
(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 673,765   668,007 5,758
b 10,937,218   10,714,901 222,317
c 3,771,555   3,538,294 233,261
d 562,249   511,476 50,773
e 915,621   863,260 52,361
2,039,265   2,058,124 -18,859
3,236,964   1,952,951 1,284,013
1,627,665   1,613,135 14,530
349,732   313,846 35,886
169,550   136,226 33,324
874,195   943,287 -69,092
178,447   178,484 -37
2,268,839   2,206,783 62,056
88,892   80,792 8,100
626,271   561,600 64,671
758,163   889,571 -131,408
66,198   54,372 11,826
268,789   288,324 -19,535
4,382,661   3,994,956 387,705
13,559,612   11,966,156 1,593,456
11,285   9,750 1,535
1,299,809   1,246,632 53,177
22,034     22,034
63,480     63,480
87     87
130     130
1,868     1,868
8,903     8,903
113,772     113,772
170,659     170,659
78,908     78,908
118,363     118,363
124,065     124,065
212,620     212,620
4,899     4,899
36,676     36,676
30,680     30,680
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       5,758
b       222,317
c       233,261
d       50,773
e       52,361
      -18,859
      1,284,013
      14,530
      35,886
      33,324
      -69,092
      -37
      62,056
      8,100
      64,671
      -131,408
      11,826
      -19,535
      387,705
      1,593,456
      1,535
      53,177
      22,034
      63,480
      87
      130
      1,868
      8,903
      113,772
      170,659
      78,908
      118,363
      124,065
      212,620
      4,899
      36,676
      30,680
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 4,862,962
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 7,302,483 156,044,014 0.046798
2008 7,702,730 149,534,222 0.051511
2007 6,488,722 157,786,307 0.041123
2006 1,692,635 132,821,303 0.012744
2005 2,224,398 54,482,895 0.040827
2 Total of line 1, column (d) ...................... 2 0.193003
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.038601
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 163,397,099
5 Multiply line 4 by line 3....................... 5 6,307,291
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 69,710
7 Add lines 5 and 6......................... 7 6,377,001
8 Enter qualifying distributions from Part XII, line 4.............. 8 7,921,029
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 69,710
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 0
3 Add lines 1 and 2............................ 3 69,710
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 69,710
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 35,925
b Exempt foreign organizations—tax withheld at source....... 6b
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 35,925
8 Enter any penalty for underpayment of estimated tax. 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 33,785
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-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 page 19 of
the instructions for 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    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
    10
    Yes
     
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TAUBERFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (301) 231-8334
    Located atbullet6000 EXECUTIVE BLVD STE 600NORTH BETHESDAMD ZIP+4bullet20852
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
    Yes
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bulletIS
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    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 2010?.............
    1c
     
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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 page 20 of the 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?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    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?............
    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?....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    INGRID D TAUBER PRESIDENT/DIRECTOR
    10.00
    75,000 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    ALFRED I TAUBER SECR./TREAS./DIRECTOR
    10.00
    75,000 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    SYLVIA TESSLER-LOZOWICK EXECUTIVE DIRECTOR
    40.00
    104,303 21,083 0
    5 ALROI STREET
    JERUSALEM   92108
    IS
    JAY H GROSSMAN CONTROLLER
    40.00
    72,642 3,632 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    SHARI HALL DIRECTOR
    40.00
    56,153 2,808 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    ROGER PIES COUNSEL
    10.00
    115,707 3,063 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MCKENNA LONG & ALDRIDGE LLP LEGAL SERVICES 789,993
    1900 K STREET NW
    WASHINGTON,DC20006
    DANIEL R ABRAMSON A&A LTD REAL ESTATE DEVELOPMENT CONSULTANT 260,000
    507 WYTHE STREET
    ALEXANDRIA,VA22314
    MERRILL LYNCH INVESTMENT ADVISORY FEES 204,428
    1152 15TH STREET NW STE 6000
    WASHINGTON,DC20005
    ATLANTIC TRUST COMPANY INVESTMENT ADVISORY FEES 144,494
    100 FEDERAL STREET
    BOSTON,MA02110
    DAVIS CARTER SCOTT LTD ARCHITECTURAL SERVICES 144,000
    1676 INTERNATIONAL DRIVE STE 500
    MCLEAN,VA22102
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part IX-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 THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER SECTION 501(C)(3) ORGANIZATIONS THAT ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES 0
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the 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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    73,694,314
    b
    Average of monthly cash balances.......................
    1b
    4,276,134
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    87,914,932
    d
    Total (add lines 1a, b, and c).........................
    1d
    165,885,380
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    165,885,380
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    2,488,281
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    163,397,099
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    8,169,855
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    8,169,855
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    69,710
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,100,145
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    8,100,145
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    8,100,145
    Part XII
    Qualifying Distributions (see page 25 of the 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
    7,921,029
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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 V, line 8, and Part XIII, line 4
    4
    7,921,029
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    69,710
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    7,851,319
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 8,100,145
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 7,453,207
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 7,921,029
    a Applied to 2009, but not more than line 2a 7,453,207
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 467,822
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (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 0
    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......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    7,632,323
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-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 2010, 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) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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).)
    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 bullet
    aThe name, address, and telephone number 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 (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    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
    ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES
    110 GOUGH STREET SUITE 301
    SAN FRANCISCO,CA94101
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 62,500
    ALLIANT INTERNATIONAL UNIVERSITY
    ONE BEACH STREET 200
    SAN FRANCISCO,CA94133
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT FELLOWSHIP IN CLINICAL PSYCHOLOGY 110,000
    AMERICAN ASSOCIATES OF BEN GURION UNIVERSITY
    220 MONTGOMERY STREET 498
    SAN FRANCISCO,CA94109
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 16,000
    AMERICAN COMMITTEE FOR THE WEIZMANN
    633 THIRD AVENUE 20TH FLOOR
    NEW YORK,NY10017
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 13,720
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    ONE BATTERY PARK PLAZA 25TH FLOOR
    NEW YORK,NY10004
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 11,000
    AMERICAN FRIENDS OF HERZOG HOSPITAL
    15 EAST 26TH ST 8TH FL
    NEW YORK,NY10010
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT THE ISRAELI CENTER 70,000
    AMERICAN FRIENDS OF MEIR PANIM
    5316 NEW UTRECHT AVENUE
    BROOKLYN,NY11219
    NO RELATION 501(C)(3) PUBLIC CHA TO MEND THE RIFTS IN ISRAELI SOCIETY 10,000
    AMERICAN FRIENDS OF OPEN UNIVERSITY OF ISRAEL
    120 EAST 56TH STREET SUITE 900
    NEW YORK,NY10022
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 15,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    132 EAST 43RD STREET
    NEW YORK,NY10017
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT THE PROGRAMS OF THE ORGANIZATION 298,666
    AMERICAN SOCIETY OF TECHNION
    55 EAST 59TH ST
    NEW YORK,NY10022
    NO RELATION 501(C)(3) PUBLIC CHA JEROME & ROSE GROSSMAN SCHOLARSHIP FUND 10,000
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    220 5TH AVENUE 301
    NEW YORK,NY10001
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT FIELDWORK PROGRAM 502,006
    BATON ROUGE YOUTH COALITION
    555 SPANISH TOWN ROAD 8
    BATON ROUGE,LA70802
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 35,000
    BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY
    25 BUICK STREET
    BOSTON,MA02215
    NO RELATION 501(C)(3) PUBLIC CHA SUPPORT FOR SCHOLARSHIP FUND 50,000
    BRANDEIS HILLEL DAY SCHOOL
    655 BROTHERHOOD WAY
    SAN FRANCISCO,CA94132
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 53,600
    CHABAD HOUSE OF GREATER BOSTON
    491 COMMONWEALTH AVENUE
    BOSTON,MA02115
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 18,000
    CHABAD OF NASHOBA VALLEY
    26 TADMUCK ROAD
    WESTFORD,MA01886
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 25,000
    CODMAN ACADEMY FOUNDATION INC
    637 WASHINGTON STREET
    DORCHESTER,MA02124
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 150,000
    CONGREGATION BETH ISRAEL
    1630 BANCROFT WAY
    BERKELEY,CA94703
    NO RELATION 501(C)(3) CHURCH GENERAL SUPPORT 20,000
    CONGREGATION BETH-EL
    1301 OXFORD STREET
    BERKELEY,CA94709
    NO RELATION 501(C)(3) CHURCH GENERAL SUPPORT 1,000
    CONGREGATION EMANU-EL
    TWO LAKE STREET
    SAN FRANCISCO,CA94118
    NO RELATION 501(C)(3) CHURCH SUPPORT FOR JUDAIC STUDIES 25,000
    FACING HISTORY OF OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 400,000
    FRIENDS OF SAN FRANCISCO PUBLIC LIBRARY
    391 GROVE STREET
    SAN FRANCISCO,CA94102
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 50,000
    FRIENDS OF THE OSA
    1731 CONNECTICUT AVE NW 3RD FL
    WASHINGTON,DC20090
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT THE VIDA MARINA FOUNDATION 6,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY101681289
    NO RELATION 501(C)(3) PUBLIC CHA PROVIDE ACCESS TO SAFETY & SANCTUARY FOR PEOPLE 10,000
    INTERNATIONAL SUMMER SCHOOL
    610 CENTRE STREET
    NEWTON,MA02458
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    JEWISH COMMUNITY CENTER OF SAN FRANCISCO
    3200 CALIFORNIA STREET
    SAN FRANCISCO,CA94118
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 128,000
    JEWISH COMMUNITY ENDOWMENT FUND-ALFRED TAUBER PHILANTRHOPIC FOUNDATION
    121 STUART STREET
    SAN FRANCISCO,CA94105
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 164,647
    JEWISH COMMUNITY ENDOWMENT FUND-INGRID TAUBER PHILANTRHOPIC FOUNDATION
    121 STUART STREET
    SAN FRANCISCO,CA94105
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT PROGRAMS ENDORSED BY THE ORGANIZATION 179,015
    JEWISH COMMUNITY FEDERATION
    121 STUART STREET
    SAN FRANCISCO,CA94105
    NO RELATION 501(C)(3) PUBLIC CHA TO PROTECT AND ENHANCE JEWISH LIFE IN OUR COMMUNITY 50,000
    JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
    1835 ELLIS STREET
    SAN FRANCISCO,CA94115
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 50,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    121 STEUART STREET 301
    SAN FRANCISCO,CA94105
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 135,000
    JEWISH FAMILY & CHILDREN'S SERVICE
    2150 POST STREET
    SAN FRANCISCO,CA94115
    NO RELATION 501(C)(3) PUBLIC CHA SOCIAL SERVICES TO THE SAN FRANCISCO AREA COMMUNITY 500,000
    LEHRHAUS JUDAICA
    2736 BENCROFTWAY
    BERKELEY,CA94704
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT JEWISH EDUCATION 608,333
    NARSAD
    60 CUTTER MILL ROAD SUITE 404
    GREAT NECK,NY11021
    NO RELATION 501(C)(3) PUBLIC CHA SUPPORT SCIENTIFIC RESEARCH TO FIND TREATMENTS 200,000
    NEW ISRAEL FUND
    1101 14TH STREET SIXTH FLOOR
    WASHINGTON,DC20005
    NO RELATION 501(C)(3) PUBLIC CHA COMMITTED TO PROMOTE DEMOCRATIC CHANGE WITHIN ISRAEL 97,135
    PEF ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVENUE SUITE 607
    NEW YORK,NY10017
    NO RELATION 501(C)(3) PUBLIC CHA DONATION TO CHARITABLE ORGANIZATION 296,370
    RI COALITION AGAINST DOMESTIC VIOLENCE
    422 POST ROAD SUITE 102
    WARWICK,RI02888
    NO RELATION 501(C)(3) PUBLIC CHA TO ELIMINATE DOMESTIC VIOLENCE IN RHODE ISLAND 80,000
    ROFEH INC
    1710 BEACON ST
    BROOKLINE,MA02445
    NO RELATION 501(C)(3) PUBLIC CHA PATIENT & FAMILY ASSISTANCE 1,000
    SAN FRANCISCO REGIONAL CANCER FUND
    1200 GOUGH STREET 500
    SAN FRANCISCO,CA94109
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 35,000
    SAN FRANCISCO SCHOOL ALLIANCE
    114 SANSOME STREET 800
    SAN FRANCISCO,CA94104
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    SUMMER SEARCH
    620 DAVIS STREET
    SAN FRANCISCO,CA94111
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 5,000
    TEL-AVIV UNIVERSITY
    PO BOX 39040
    TEL AVIV   69978
    IS
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 500,000
    TIPPING POINT COMMUNITY
    703 MARKET STREET 708
    SAN FRANCISCO,CA94103
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 750,000
    TRUSTEES OF TUFTS UNIVERSITY
    TUFTS UNIVERSITY
    MEDFORD,MA02155
    NO RELATION 501(C)(3) PUBLIC CHA SUPPORT FOR SCHOLARSHIP FUND 416,324
    US FRIENDS OF YAD EZRAH
    12A NORTH AIRMONT ROAD
    SUFFERN,NY10901
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    WASHINGTON SQUARE MINYON
    76 PARKMAN STREET 1
    BROOKLINE,MA02446
    NO RELATION 501(C)(3) CHURCH PAYMENT TO RELIGIOUS ORGANIZATION 3,000
    WHALE & DOLPHINS CONSERVATORY
    7 NELSON STREET
    PLYMOUTH,MA02360
    NO RELATION 501(C)(3) PUBLIC CHA TO PROTECT WHALES & DOLPHINS AND THEIR ENVIRONMENT 1,000
    WISCONSIN INSTITUTE FOR TORA
    3288 NORTH LAKE DR
    MILWAWKEE,WI53211
    NO RELATION 501(C)(3) PUBLIC CHA TO SUPPORT JEWISH EDUCATION 120,000
    ALZHEIMERS FOUNDATION OF AMERICA
    220 MONTGOMERY STREET 498
    SAN FRANCISCO,CA94109
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,000
    AMERICAN FRIENDS OF ALYN
    51 EAST 42ND STREET 308
    NEW YORK,NY10017
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,800
    AMERICAN FRIENDS OF ISRAEL DEMOCRACY
    1266 WEST PACES FERRY ROAD
    ATLANTA,GA30327
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 7,591
    AMERICAN FRIENDS OF ITIM
    5508 HUNTINGTON PARKWAY
    BETHESDA,MD20814
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 23,000
    BERKELEY REPERTORY THEATER
    999 HARRISON STREET
    BERKELEY,CA94710
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 5,000
    BNOS BAIS YAAKOV
    169 LAYMON ROAD
    SWAN LAKE,NY12783
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,000
    BOSTON UNIVERSITY PSYCHIATRY
    715 ALBANY STREET
    BOSTON,MA02118
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 500,000
    BUREAU OF JEWISH EDUCATION
    28 STEDMAN STREET
    BROOKLINE,MA02446
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 20,000
    CAMP MORASHA
    1118 AVENUE J
    BROOKLYN,NY11230
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,000
    CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    CHICAGO THEOLOGICAL SEMINARY
    5757 S UNIVERSITY AVE
    CHICAGO,IL60637
    NO RELATION 501(C)(3) CHURCH GENERAL SUPPORT 30,000
    CHICAGO ZOOLOGICAL SOCIETY
    3300 GOLF ROAD
    BROOKFIELD,IL60513
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 200,000
    CONTEMPORARY JEWISH MUSEUM
    736 MISSION STREET
    SAN FRANCISCO,CA94103
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 20,000
    CURRICULUM INITIATIVE
    6 EAST 46TH STREET
    NEW YORK,NY10017
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 50,000
    GOLDEN RETRIEVER FOUNDATION
    PO BOX 3462
    OMAHA,NE68103
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 2,000
    GREENWOOD MUSIC CAMP
    400 EAST 85TH STREET 10K
    NEW YORK,NY10028
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    INSTITUTE OF AGINGBAY AREA JEWISH
    PO BOX 55089
    SHERMAN OAKS,CA91499
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 5,000
    INTERNATIONAL ASSOCIATION FOR NEAR DEATH STUDIES
    2741 CAMPUS WALK AVENUE
    DURHAM,NC27705
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 8,000
    JEWISH COMMUNITY CENTER OF GREATER BOSTON
    637 WASHINGTON STREET
    BROOKLINE,MA02446
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,000
    MONTGOMERY HOSPICE
    1355 PICCARD DRIVE
    ROCKVILLE,MD20850
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 1,000
    PROJECT MEDISHARE FOR HAITI INC
    PO BOX 381208
    MIAMI,FL33238
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    SAN FRANCISCO FILM SOCIETY
    39 MESA STREET
    SAN FRANCISCO,CA94129
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 5,000
    SAN FRANCISCO GENERAL HOSPITAL
    36 BATTERY PLACE
    NEW YORK,NY10280
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    ST MARY'S CHURCH
    PO BOX 380
    OWINGS MILLS,MD211170380
    NO RELATION 501(C)(3) CHURCH GENERAL SUPPORT 500
    TURTLE ISLAND RESTORATION NETWORK
    PO BOX 370
    FOREST KNOLLS,CA94933
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 22,000
    UC SF FOUNDATION
    PO BOX 45339
    SAN FRANCISCO,CA94145
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 90,000
    UNIVERSITY OF CALIFORNIA REGENTS
    1156 HIGH STREET
    SANTA CRUZ,CA95064
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 100,000
    YESHIVA UNIVERSITY
    462 BROADWAY
    NEW YORK,NY10013
    NO RELATION 501(C)(3) PUBLIC CHA GENERAL SUPPORT 5,000
    Total .................................bullet 3a 7,453,207
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments     14 131,025  
    4 Dividends and interest from securities....     14 1,871,902  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     01 1,359,555  
    8Gain or (loss) from sales of assets other than inventory     18 4,862,962  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,225,444 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    138,225,444
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
     
    Employer identification number

    30-0208793
    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 is not covered by the General Rule and/or the Special Rules does not 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 in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not 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, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
     
    Employer identification number

    30-0208793
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
     
     

    DIANE TAUBER ANNUITY TRUST III    
    6000 EXECUTIVE BLVD STE 600
       
    NORTH BETHESDA, MD   20852

    $2,252,254




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
     
    Employer identification number

    30-0208793
    Part II
    Noncash Property (see Instructions)
         
    (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, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
     
    Employer identification number

    30-0208793
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (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 $  
    (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, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 76,010 45,606   30,404

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

    TY 2010 DepreciationSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    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
    EQUIPMENT 2007-08-01 23,065 10,210 200DB 7.000000000000 2,881 0    
    EQUIPMENT 2008-07-01 7,000 1,500 SL 7.000000000000 1,000 0    
    EQUIPMENT 2010-07-01 3,147   SL 7.000000000000 225 0    

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 22,969,616 23,617,210

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE EQUITIES 20,408,564 23,911,988
    IMMUNARRAY, LTD. 300,000 300,000

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    US Government Securities - End of Year Book Value:

    8,082,308
    US Government Securities - End of Year Fair Market Value:

    8,151,021
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIP INTERESTS FMV 71,179,441 63,372,318

    TY 2010 LandEtcSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 23,065 13,091 9,974 0
    EQUIPMENT 7,000 2,500 4,500 0
    EQUIPMENT 3,147 225 2,922 0


    TY 2010 LegalFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 68,438 41,063   27,375


    TY 2010 OtherAssetsSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 219    
    LAND, 4600 KING STREET, ALEXANDRIA, VA 23,199,468 24,565,999 40,857,594
    SALE PROCEEDS RECEIVABLE 39,580    
    ORGANIZATIONAL COSTS 14,446 14,446 14,446


    TY 2010 OtherDecreasesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Amount
    REFUND OF EXCESS 2008 CONTRIBUTION TO TRUST 9,622,760


    TY 2010 OtherExpensesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES AND EXPENSES 37,393 21,255   16,138
    INSURANCE EXPENSE 7,486 4,492   2,994
    POSTAGE AND SHIPPING 3,667 2,200   1,467
    LICENSES AND DUES 870 522   348


    TY 2010 OtherIncomeSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROUP P JOINT VENTURE 281,979 281,979 281,979
    COLUMBIA PLAZA LP 820,101 820,101 820,101
    COLUMBIA PLAZA JOINT VENTURE 304,450 304,450 304,450
    COLUMBIA PLAZA LP (CPIP) 28,637 28,637 28,637
    CP REAL ESTATE LLC 77,692 77,692 77,692
    C/R RENEWABLE ENERGY INFRASTRUCTURE FUND I, LP 10,413 10,413 10,413
    WLR RECOVERY IV INVESTORS 455 455 455
    FOREIGN TRANSLATIONS -57,741 -57,741 -57,741
    ENERGY CAPITAL INVESTORS FUND, LLC -20,449 -20,449 -20,449
    ATLANTIC TRUST - OTHER INCOME 139 139 139
    C/R UK ETHANOL INVESTMENT PARTNERSHIP, LP -406 -406 -406
    ML TREND FOLLOWING FUTURES FUND LP -16,721 -16,721 -16,721
    ML SYSTEMATIC MOMENTUM FUTUREACCESS LLC -64,811 -64,811 -64,811
    ENERGY CAPITAL INVESTORS FUND II, LLC -4,183 -4,183 -4,183


    TY 2010 OtherLiabilitiesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL, PAYROLL TAXES AND OTHER 27,163 34,264


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - PARTNERSHIPS 119,774 119,774   0
    INVESTMENT MNGMNT & CUSTODIAL FEES 383,594 383,594   0
    ADMIN SUPPORT 105,700 63,420   42,280


    TY 2010 SubstantialContributorsSch
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Name Address
    DIANE TAUBER ANNUITY TRUST III
     
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    THE LASZLO N TAUBER REVOCABLE TRUST
     
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852


    TY 2010 TaxesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 11,656 11,656   0
    EXCISE TAXES 1,846 1,108   738
    PAYROLL TAXES 54,869 32,921   21,948
    REAL ESTATE TAXES ON INVESTMENT PROP 27,573 27,573   0