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
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
1772 FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 112   Room/suite
City or town, state, and ZIP code
POMFRET CENTER, CT062590112
A Employer identification number

22-2578377
B Telephone number (see page 10 of the instructions)

(860) 928-1772
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$70,641,957J 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 Check bullet
3 Interest on savings and temporary cash investments 475 475  
4 Dividends and interest from securities...... 1,895,350 1,870,028  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -616,115
b Gross sales price for all assets on line 6a 26,173,472
7 Capital gain net income (from Part IV, line 2)...  
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 1,097 1,097  
12 Total. Add lines 1 through 11........ 1,280,807 1,871,600  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 353,454 100,057   249,397
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 20,007 5,002   15,006
16a Legal fees (attach schedule)......... Click to see attachment 2,984 1,492   1,492
b Accounting fees (attach schedule)....... Click to see attachment 38,365 19,183   19,183
c Other professional fees (attach schedule).... Click to see attachment 228,200 221,471   6,729
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 14,960      
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,685 773  
20 Occupancy.............. 7,840 3,920   3,920
21 Travel, conferences, and meetings....... 45,257 6,788   38,469
22 Printing and publications.......... 5,366     5,366
23 Other expenses (attach schedule)....... Click to see attachment 33,931 6,804   27,128
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 752,049 365,490   366,690
25 Contributions, gifts, grants paid........ 3,119,928 3,119,928
26 Total expenses and disbursements. Add lines 24 and 25 3,871,977 365,490   3,486,618
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,591,170
b Net investment income (if negative, enter -0-) 1,506,110
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 (2011)
Form 990-PF (2011)
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............... 1,934,858 883,346 883,346
2 Savings and temporary cash investments.......... 210,296 6,426,972 6,426,972
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........... 84,155 64,220 64,220
10a Investments—U.S. and state government obligations (attach schedule) 4,510,195    
b Investments—corporate stock (attach schedule)........ 10,199,843 Click to see attachment11,667,302 12,628,215
c Investments—corporate bonds (attach schedule)........ 5,792,473 Click to see attachment1,990,000 2,037,500
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............. 3,797 3,659 4,232
13 Investments—other (attach schedule)........... 51,456,017 Click to see attachment50,573,819 48,597,472
14 Land, buildings, and equipment: basis bullet10,688
Less: accumulated depreciation (attach schedule) bullet6,886 4,474 Click to see attachment3,802  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,196,108 71,613,120 70,641,957
Liabilities 17 Accounts payable and accrued expenses.......... 48,406 56,588
18 Grants payable................... 308,000  
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 356,406 56,588
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 73,839,702 71,556,532
30 Total net assets or fund balances (see page 17 of the
instructions).................... 73,839,702 71,556,532
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 74,196,108 71,613,120
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 73,839,702
2 Enter amount from Part I, line 27a..................... 2 -2,591,170
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 308,000
4 Add lines 1, 2, and 3.......................... 4 71,556,532
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 71,556,532
Form 990-PF (2011)
Form 990-PF (2011)
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 5500-AIR PRODS & CHEMS INC P 2010-08-03 2011-03-23
b 16540-FORD MTR CO P 2011-04-29 2011-08-03
c 10-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-04-15
d 1500-HONEYWELL INTL INC P 2010-01-07 2011-08-15
e 4690-METABOLIX INC P 2011-03-15 2011-11-22
119815.668-PIMCO TOTAL RETURN FUND P 2004-01-15 2011-01-31
200-AMERICAN MED SYS HLDG P 2007-08-29 2011-06-20
50-CAREER EDUCATION CORP P 2009-09-17 2011-11-03
50-COLDWATER CREEK INC P 2007-10-11 2011-09-14
100-FAIRCHILD SEMICONDUCTOR P 2006-07-03 2011-02-17
300-KORN/FERRY INTL P 2006-07-03 2011-08-31
76-NEUSTAR INC CLASS A P 2008-05-22 2011-12-09
100-VCA ANTECH INC P 2010-02-01 2011-09-22
43-BAKER HUGHES INC P 2010-10-20 2011-03-28
28-CONOCOPHILLIPS P 2009-12-11 2011-04-05
152-DISH NETWORK CORP P 2009-10-28 2011-06-21
140-GENERAL ELECTRIC CO P 2010-07-01 2011-01-03
126-ING GROEP NV ADR P 2010-05-11 2011-04-21
32-LOCKHEED MARTIN CORP P 2010-02-05 2011-03-01
144-MITSUBISHI CORP P 2009-05-08 2011-03-22
1094-OAO GAZPROM SPON ADR P 2010-05-11 2011-07-14
120-TRANSOCEAN INC P 2011-07-14 2011-10-06
3300-AMAZON COM INC P 2010-08-03 2011-12-14
169-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-13
10-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-05-16
1700-HONEYWELL INTL INC P 2010-01-07 2011-08-15
1048-METABOLIX INC P 2011-03-16 2011-11-22
67077.465-PIMCO REAL RETURN FUND P 2004-01-15 2011-02-22
125-AMERICAN MED SYS HLDG P 2007-10-09 2011-06-20
100-CHARLES RIVER LABS HLDG P 2006-07-03 2011-09-27
200-COLDWATER CREEK INC P 2007-10-17 2011-09-14
300-FAIRCHILD SEMICONDUCTOR P 2006-07-03 2011-08-31
100-KORN/FERRY INTL P 2006-07-03 2011-10-18
50-OXFORD INDUSTRIES INC P 2006-07-03 2011-09-28
50-VCA ANTECH INC P 2010-02-19 2011-09-22
34-BAKER HUGHES INC P 2010-10-20 2011-05-02
32-CONOCOPHILLIPS P 2010-04-08 2011-04-05
53-EXXON MOBILE CORP P 2011-01-13 2011-11-01
182-GENERAL ELECTRIC CO P 2010-07-01 2011-02-23
475-ING GROEP NV ADR P 2010-06-04 2011-04-21
41-LOCKHEED MARTIN CORP P 2010-02-05 2011-03-02
271-MITSUBISHI CORP P 2009-05-08 2011-08-23
1352-RITE AID P 2007-11-08 2011-06-03
28-TRANSOCEAN INC P 2011-08-09 2011-10-06
2650000-COCA COLA CO INC P 2009-08-17 2011-03-15
170-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-13
11-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-06-15
1400-HONEYWELL INTL INC P 2010-01-07 2011-08-15
4700-METABOLIX INC P 2011-03-16 2011-11-28
2860.412-DFA INTL SMALL CO PORT FD P 2008-11-14 2011-07-29
75-AMERISTAR CASINOS INC P 2006-07-03 2011-09-12
50-CHARLES RIVER LABS HLDG P 2006-07-03 2011-10-24
250-COLDWATER CREEK INC P 2008-01-28 2011-09-14
200-FAIRCHILD SEMICONDUCTOR P 2008-10-17 2011-08-31
25-KORN/FERRY INTL P 2006-07-03 2011-12-19
100-PHARMACEUTICAL PROD DEV P 2006-07-03 2011-12-06
75-VCA ANTECH INC P 2010-10-25 2011-10-05
65-BAKER HUGHES INC P 2010-10-21 2011-05-02
37-CONOCOPHILLIPS P 2010-04-09 2011-04-05
101-FISERV INC P 2009-06-05 2011-06-20
229-GENERAL ELECTRIC CO P 2010-07-01 2011-11-01
64-JP MORGAN CHASE & CO P 2010-02-04 2011-01-03
60-MARATHON OIL CORP P 2008-12-31 2011-01-13
379-MITSUBISHI CORP P 2009-08-06 2011-08-23
289-ROCHE HOLDING AG P 2011-04-19 2011-08-02
2827-TURKIYE GARANTI ADR P 2011-02-22 2011-10-06
1000-FEDEX CORP P 2010-08-17 2011-12-13
600-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-20
12-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-07-15
1200-HONEYWELL INTL INC P 2010-01-07 2011-08-16
12492-METABOLIX INC P 2011-03-16 2011-11-28
2481.39-DFA LARGE CAP INTL PORT P 2004-01-15 2011-07-29
125-AMERISTAR CASINOS INC P 2007-08-07 2011-09-12
25-CHARLES RIVER LABS HLDG P 2008-11-12 2011-10-24
250-COLDWATER CREEK INC P 2008-03-27 2011-09-14
100-FIRST SERVICE CORP P 2006-07-03 2011-09-28
25-KORN/FERRY INTL P 2006-10-25 2011-12-19
75-PHARMACEUTICAL PROD DEV P 2006-10-27 2011-12-06
75-VCA ANTECH INC P 2010-10-25 2011-10-18
175-BAKER HUGHES INC P 2010-10-21 2011-08-01
87-DELL INC P 2007-11-30 2011-08-01
1-FISERV INC P 2009-06-08 2011-06-20
505-GENERAL ELECTRIC CO P 2010-07-01 2011-12-02
138-JP MORGAN CHASE & CO P 2010-02-04 2011-02-04
53-MARATHON OIL CORP P 2009-09-08 2011-01-13
151-MITSUBISHI CORP P 2009-08-06 2011-08-24
63-ROCHE HOLDING AG P 2011-04-19 2011-08-03
29-UNITED STATES STEEL CORP P 2009-10-28 2011-01-03
300-FEDEX CORP P 2010-08-18 2011-12-13
460-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-20
12-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-08-15
200-HONEYWELL INTL INC P 2010-01-07 2011-08-16
300-METABOLIX INC P 2011-07-28 2011-11-28
7352.941-DFA U.S. LARGE CO P 2004-01-15 2011-07-29
100-AMERISTAR CASINOS INC P 2007-10-12 2011-09-22
25-CHARLES RIVER LABS HLDG P 2009-01-23 2011-10-24
550-COLDWATER CREEK INC P 2008-04-14 2011-09-14
32-FORMFACTOR INC P 2006-07-03 2011-08-15
31-M K S INSTRUMENTS INC P 2006-07-03 2011-02-22
50-PHARMACEUTICAL PROD DEV P 2006-07-03 2011-10-10
100-VCA ANTECH INC P 2011-01-04 2011-10-18
72-CHINA MOBILE LTD P 2008-01-30 2011-02-22
282-DELL INC P 2007-12-03 2011-08-01
74-FISERV INC P 2009-06-08 2011-06-22
150-GENERAL ELECTRIC CO P 2010-09-29 2011-12-02
14-JP MORGAN CHASE & CO P 2010-02-09 2011-02-04
75-MARATHON OIL CORP P 2009-09-14 2011-01-13
166-MITSUBISHI CORP P 2010-02-08 2011-08-24
474-SANDRIDGE ENERGY INC P 2010-03-15 2011-04-08
17-UNITED STATES STEEL CORP P 2010-05-03 2011-01-03
1600-FEDEX CORP P 2010-08-17 2011-12-14
280-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-20
11-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-09-15
2400-INTL BUSINESS MACHS P 2010-07-13 2011-09-15
4008-METABOLIX INC P 2011-07-28 2011-11-28
2265.519-DFA U.S. SMALL CAP PORT P 2004-01-15 2011-07-29
50-AMERISTAR CASINOS INC P 2008-05-21 2011-09-28
25-CHARLES RIVER LABS HLDG P 2009-01-23 2011-12-16
200-COLDWATER CREEK INC P 2008-06-04 2011-09-14
68-FORMFACTOR INC P 2006-07-03 2011-08-15
69-M K S INSTRUMENTS INC P 2006-07-03 2011-02-22
200-PHARMACEUTICAL PROD DEV P 2006-07-03 2011-10-10
75-VCA ANTECH INC P 2010-02-19 2011-10-05
51-CHINA MOBILE LTD P 2009-09-28 2011-02-22
43-DELL INC P 2008-02-11 2011-08-01
24-FISERV INC P 2009-06-08 2011-08-02
23-GILEAD SCIENCES INC P 2007-12-05 2011-12-22
52-JP MORGAN CHASE & CO P 2010-02-09 2011-08-09
76-MARATHON OIL CORP P 2009-12-11 2011-01-13
166-MITSUBISHI CORP P 2010-02-08 2011-08-25
31-TRANSATLANTIC HOLDINGS INC P 2009-06-08 2011-01-19
101-US BANCORP P 2009-02-23 2011-01-03
300-FEDEX CORP P 2010-08-17 2011-12-14
4370-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-20
14-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-10-17
18600-MASIMO CORP P 2008-02-05 2011-08-16
11900-METABOLIX INC P 2011-07-28 2011-11-28
57034.221-PIMCO LOW DURATION FUND P 2004-01-15 2011-07-29
25-AMYLIN PHARMACEUTICALS P 2006-07-03 2011-09-14
75-CHARLES RIVER LABS HLDG P 2009-05-07 2011-12-16
250-CORINTHIAN COLLEGES INC P 2006-07-03 2011-09-09
100-FORMFACTOR INC P 2006-07-03 2011-08-15
50-MANHATTAN ASSOCIATES INC P 2006-07-03 2011-11-28
200-PSS WORLD MEDICAL INC P 2006-07-03 2011-09-27
150-WRIGHT MEDICAL GROUP P 2006-07-03 2011-08-24
37-CHINA MOBILE LTD P 2009-09-29 2011-02-22
95-DELL INC P 2008-02-11 2011-11-01
11-FISERV INC P 2009-06-08 2011-08-03
144-GLOBAL CROSSING P 2011-04-11 2011-10-05
64-JP MORGAN CHASE & CO P 2010-02-09 2011-11-01
186-MARATHON OIL CORP P 2010-04-08 2011-01-13
101-MITSUBISHI CORP P 2010-11-17 2011-08-25
56-TRANSATLANTIC HOLDINGS INC P 2009-06-08 2011-01-20
111-US BANCORP P 2009-02-23 2011-02-04
600-FEDEX CORP P 2010-08-18 2011-12-15
1700-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-21
13-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-11-15
3800-METABOLIX INC P 2010-08-31 2011-11-17
292-METABOLIX INC P 2011-07-28 2011-11-28
348.724-VANGUARD ENERGY FUND P 2004-06-29 2011-07-29
75-AMYLIN PHARMACEUTICALS P 2006-07-03 2011-09-14
75-CHRISTOPHER & BANKS CORP P 2006-07-03 2011-04-11
150-CORINTHIAN COLLEGES INC P 2007-03-01 2011-09-09
75-FORMFACTOR INC P 2008-01-10 2011-08-15
175-MARKETAXESS HOLDINGS P 2007-08-01 2011-09-28
75-SEMTECH CORP P 2006-07-03 2011-01-19
100-WRIGHT MEDICAL GROUP P 2006-07-03 2011-09-16
57-CHINA MOBILE LTD P 2009-12-11 2011-02-22
96-DELL INC P 2008-02-11 2011-12-22
32-FISERV INC P 2009-06-09 2011-08-03
90-GOLDMAN SACHS GRP P 2011-05-02 2011-12-13
77-JP MORGAN CHASE & CO P 2010-03-10 2011-11-01
43-MICROSOFT CORP P 2007-10-26 2011-11-01
306-MITSUBISHI CORP P 2010-11-17 2011-08-26
31-TRANSATLANTIC HOLDINGS INC P 2009-06-08 2011-01-21
140-US BANCORP P 2009-06-05 2011-02-04
100-FEDEX CORP P 2010-08-18 2011-12-15
41-FREEPORT-MCMORAN COPPER & GOLD P 2011-03-31 2011-09-21
13-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-12-15
382-METABOLIX INC P 2010-08-31 2011-11-17
2800000-PFIZER INC P 2009-07-01 2011-12-08
63268.893-PIMCO FOREIGN BOND FUND P 2004-01-15 2011-08-11
50-ATHENHEALTH INC P 2010-04-23 2011-08-31
150-CHRISTOPHER & BANKS CORP P 2006-11-02 2011-04-11
325-CORINTHIAN COLLEGES INC P 2007-05-21 2011-09-09
300-FORMFACTOR INC P 2008-03-04 2011-08-15
25-MARKETAXESS HOLDINGS P 2007-09-20 2011-09-28
25-SEMTECH CORP P 2006-10-27 2011-01-19
75-WRIGHT MEDICAL GROUP P 2009-02-25 2011-09-16
327-COMCAST CORP P 2007-11-08 2011-03-16
330-DELL INC P 2008-05-16 2011-12-22
8-FISERV INC P 2009-06-09 2011-08-18
51-GOLDMAN SACHS GRP P 2011-05-12 2011-12-13
23-JP MORGAN CHASE & CO P 2010-10-15 2011-11-01
51-MICROSOFT CORP P 2008-05-13 2011-11-01
65-MONSANTO CO P 2009-11-03 2011-03-09
109-TRANSATLANTIC HOLDINGS INC P 2009-06-08 2011-01-24
201-US BANCORP P 2009-06-05 2011-10-13
1080-FEDEX CORP P 2010-08-18 2011-12-15
1900-GILEAD SCIENCES INC P 2010-05-19 2011-11-21
19600-HALLIBURTON CO P 2007-05-21 2011-11-22
8200-METABOLIX INC P 2010-08-31 2011-11-17
3600-TRAVELERS COMPANIES INC P 2010-09-16 2011-07-20
63322.368-PIMCO REAL RETURN FUND P 2004-01-15 2011-08-11
50-ATHENHEALTH INC P 2010-04-23 2011-09-28
125-CHRISTOPHER & BANKS CORP P 2006-12-04 2011-04-11
325-CORINTHIAN COLLEGES INC P 2008-02-08 2011-09-09
50-FRESH MARKET INC P 2011-04-28 2011-09-28
325-MEDICIS PHARM P 2006-07-03 2011-01-31
25-SEMTECH CORP P 2006-10-27 2011-03-25
150-XO GROUP INC P 2007-05-24 2011-09-28
113-COMCAST CORP P 2009-10-28 2011-03-16
175-DELL INC P 2009-09-23 2011-12-22
26-FISERV INC P 2009-09-08 2011-08-18
5-GOOGLE INC P 2010-02-01 2011-08-09
0.267-LEVEL 3 COMM P 2009-11-03 2011-10-21
161-MICROSOFT CORP P 2008-05-13 2011-12-22
121-MONSANTO CO P 2009-11-03 2011-06-21
17-TRANSATLANTIC HOLDINGS INC P 2009-07-28 2011-01-25
33-US BANCORP P 2010-08-30 2011-10-13
6370-FORD MTR CO P 2011-04-29 2011-07-27
9658-GILEAD SCIENCES INC P 2010-05-19 2011-11-21
4200-HEWLETT PACKARD CO P 2010-09-16 2011-05-02
3400-METABOLIX INC P 2010-08-31 2011-11-18
13800-UNITED STATES STL CORP P 2011-09-15 2011-12-08
79.208-RIDGEWORTH US GOV SEC ULT SH P 2011-01-31 2011-11-18
100-CABOT MICROELECTRONICS P 2006-07-03 2011-04-20
50-CHRISTOPHER & BANKS CORP P 2007-02-07 2011-04-11
75-CORINTHIAN COLLEGES INC P 2008-07-08 2011-09-09
50-FTI CONSULTING INC P 2010-07-07 2011-06-21
75-MEDICIS PHARM P 2007-05-01 2011-01-03
25-SEMTECH CORP P 2006-02-08 2011-03-25
326-ADOBE SYSTEMS P 2010-06-01 2011-03-28
147-COMCAST CORP P 2010-02-08 2011-03-16
119-DELL INC P 2009-10-13 2011-12-22
4-FISERV INC P 2009-09-08 2011-08-19
7-GOOGLE INC P 2010-02-01 2011-12-22
48-LILLY ELI & CO P 2008-01-16 2011-04-15
80-MICROSOFT CORP P 2009-02-03 2011-12-22
71-MONSANTO CO P 2010-05-13 2011-06-21
18-TRANSATLANTIC HOLDINGS INC P 2009-07-29 2011-01-25
178-US BANCORP P 2010-09-29 2011-10-13
960-FORD MTR CO P 2011-04-29 2011-07-27
2142-GILEAD SCIENCES INC P 2010-05-19 2011-11-21
200-HEWLETT PACKARD CO P 2010-09-16 2011-05-02
8303-METABOLIX INC P 2010-08-31 2011-11-18
4500000-UNITED STATES TREAS NTS P 2009-07-01 2011-06-30
200-ALIGN TECHNOLOGY INC P 2006-07-03 2011-12-20
300-CAREER EDUCATION CORP P 2011-09-28 2011-11-03
175-CHRISTOPHER & BANKS CORP P 2007-10-11 2011-09-28
200-CORINTHIAN COLLEGES INC P 2010-06-28 2011-09-09
50-FTI CONSULTING INC P 2010-07-07 2011-07-07
325-MONSTER WORLDWIDE INC P 2009-08-24 2011-08-30
100-SEMTECH CORP P 2008-02-08 2011-04-11
44-ANSYS INC P 2009-04-14 2011-04-01
10-CONOCOPHILLIPS P 2009-04-23 2011-02-22
53-DISH NETWORK CORP P 2008-12-17 2011-05-05
31-FISERV INC P 2010-01-11 2011-08-19
1-GOOGLE INC P 2010-02-09 2011-12-22
90-LILLY ELI & CO P 2008-06-04 2011-04-15
47-MICROSOFT CORP P 2009-03-09 2011-12-22
154-N C R CORP P 2009-08-18 2011-04-01
65-TRANSOCEAN INC P 2010-02-22 2011-10-06
191-US BANCORP P 2011-04-26 2011-10-13
2700-FORD MTR CO P 2011-04-29 2011-07-28
10-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-01-18
2500-HEWLETT PACKARD CO P 2010-09-16 2011-05-03
109-METABOLIX INC P 2010-08-31 2011-11-21
13917.884-LOOMIS SAYLES BOND CL I P 2004-01-15 2011-01-31
50-AMERICAN MED SYS HLDG P 2006-07-03 2011-06-06
225-CAREER EDUCATION CORP P 2009-07-17 2011-11-03
150-CIENA CORP P 2009-10-22 2011-09-28
75-DIEBOLD INC P 2009-09-24 2011-08-15
75-FTI CONSULTING INC P 2010-11-10 2011-08-24
100-NATIONAL INSTRUMENTS P 2006-07-03 2011-09-28
100-SEMTECH CORP P 2008-02-08 2011-05-27
17-ANSYS INC P 2009-05-27 2011-04-01
15-CONOCOPHILLIPS P 2009-09-08 2011-02-22
101-DISH NETWORK CORP P 2008-12-17 2011-06-20
28-FISERV INC P 2010-01-11 2011-08-22
601-ING GROEP NV ADR P 2010-05-10 2011-04-15
127-LILLY ELI & CO P 2008-12-31 2011-04-15
4-MICROSOFT CORP P 2011-03-09 2011-12-22
99-N C R CORP P 2009-08-18 2011-04-01
99-TRANSOCEAN INC P 2010-02-23 2011-10-06
775-YAHOO INC P 2011-02-16 2011-05-11
470-FORD MTR CO P 2011-04-29 2011-07-28
10-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-02-15
2000-HEWLETT PACKARD CO P 2010-09-16 2011-05-03
1006-METABOLIX INC P 2010-08-31 2011-11-22
47303.69-PIMCO FOREIGN BOND FD P 2004-01-15 2011-01-31
300-AMERICAN MED SYS HLDG P 2006-07-03 2011-06-06
50-CAREER EDUCATION CORP P 2009-07-23 2011-11-03
250-CIENA CORP P 2009-10-22 2011-10-05
25-DIEBOLD INC P 2009-11-09 2011-08-15
25-FTI CONSULTING INC P 2011-01-04 2011-08-24
150-NATIONAL INSTRUMENTS P 2006-07-03 2011-09-28
150-UNVL TECH INSTITUTE P 2009-06-10 2011-11-02
32-ANSYS INC P 2009-05-27 2011-04-01
67-CONOCOPHILLIPS P 2009-09-08 2011-04-05
21-DISH NETWORK CORP P 2009-08-14 2011-06-20
7-FISERV INC P 2010-09-02 2011-08-22
80-ING GROEP NV ADR P 2010-05-10 2011-04-19
187-LILLY ELI & CO P 2010-04-01 2011-04-15
585-MITSUBISHI CORP P 2009-05-07 2011-03-11
48-N C R CORP P 2009-10-22 2011-04-01
45-TRANSOCEAN INC P 2010-04-12 2011-10-06
409892.713-GMO GLOBAL BAL ASSET ALLO P 2008-07-01 2011-04-26
1060-FORD MTR CO P 2011-04-29 2011-07-28
10-GNMA PASS THRU X SNLG FAM P 1998-10-22 2011-03-15
600-HEWLETT PACKARD CO P 2010-09-16 2011-05-03
490-METABOLIX INC P 2011-03-15 2011-11-22
44052.863-PIMCO REAL RETURN FUND P 2004-01-15 2011-01-31
50-AMERICAN MED SYS HLDG P 2006-07-03 2011-06-20
250-CAREER EDUCATION CORP P 2009-09-03 2011-11-03
75-CIENA CORP P 2010-04-01 2011-10-05
75-DIEBOLD INC P 2009-11-09 2011-08-24
25-FTI CONSULTING INC P 2010-07-07 2011-08-24
100-NEUSTAR INC CLASS A P 2008-05-22 2011-09-28
150-UNVL TECH INSTITUTE P 2009-07-14 2011-11-02
32-ANSYS INC P 2009-05-27 2011-04-04
62-CONOCOPHILLIPS P 2009-09-14 2011-04-05
147-DISH NETWORK CORP P 2009-08-14 2011-06-21
35-FISERV INC P 2010-09-02 2011-08-23
375-ING GROEP NV ADR P 2010-05-11 2011-04-19
69-LOCKHEED MARTIN CORP P 2010-02-05 2011-02-11
431-MITSUBISHI CORP P 2009-05-07 2011-03-22
121-N C R CORP P 2009-10-22 2011-04-05
71-TRANSOCEAN INC P 2010-04-27 2011-10-06
(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 479,266   411,260 68,006
b 191,042   256,860 -65,818
c 10   10  
d 71,007   61,735 9,272
e 18,887   39,589 -20,702
1,299,970   1,248,560 51,410
6,000   3,657 2,343
364   1,153 -789
80   548 -468
1,959   1,779 180
4,848   5,848 -1,000
2,612   1,717 895
1,501   2,562 -1,061
3,191   1,951 1,240
2,247   1,443 804
4,309   2,665 1,644
2,564   2,050 514
1,536   1,088 448
2,530   2,408 122
699   933 -234
15,629   11,579 4,050
5,387   7,244 -1,857
575,221   403,557 171,664
6,946   9,354 -2,408
10   10  
80,428   69,966 10,462
4,220   8,877 -4,657
761,970   728,442 33,528
3,750   2,060 1,690
2,972   3,713 -741
321   1,684 -1,363
3,997   5,337 -1,340
1,508   1,950 -442
1,841   1,978 -137
751   1,233 -482
2,615   1,542 1,073
2,568   1,719 849
4,323   4,036 287
3,731   2,665 1,066
5,792   3,558 2,234
3,247   3,085 162
1,192   1,756 -564
1,387   5,008 -3,621
1,257   1,460 -203
2,650,000   2,837,885 -187,885
7,017   9,410 -2,393
11   11  
65,794   57,619 8,175
19,040   39,811 -20,771
49,970   27,377 22,593
1,233   1,439 -206
1,547   1,856 -309
401   1,212 -811
2,664   1,304 1,360
389   487 -98
3,325   3,415 -90
1,150   1,523 -373
4,999   2,954 2,045
2,970   2,034 936
6,184   4,639 1,545
3,961   3,353 608
2,802   2,493 309
2,630   1,627 1,003
1,667   2,434 -767
12,714   10,713 2,001
10,203   13,607 -3,404
80,677   83,479 -2,802
23,508   33,210 -9,702
12   12  
55,555   49,388 6,167
50,154   105,812 -55,658
49,970   39,214 10,756
2,054   3,251 -1,197
773   640 133
401   1,349 -948
2,705   2,308 397
389   578 -189
2,494   2,397 97
1,308   1,523 -215
13,233   7,953 5,280
1,446   2,115 -669
61   46 15
7,552   7,395 157
6,157   5,374 783
2,324   1,677 647
637   970 -333
2,790   2,335 455
1,756   1,045 711
24,308   24,980 -672
17,706   25,461 -7,755
12   12  
9,210   8,231 979
1,204   2,010 -806
74,970   77,433 -2,463
1,644   2,665 -1,021
773   618 155
882   2,544 -1,662
265   1,492 -1,227
904   633 271
1,606   1,708 -102
1,744   2,363 -619
3,341   5,314 -1,973
4,687   6,919 -2,232
4,519   3,393 1,126
2,243   2,463 -220
625   536 89
3,288   2,432 856
701   851 -150
6,162   3,662 2,500
1,030   914 116
123,858   133,566 -9,708
10,859   15,498 -4,639
11   11  
406,273   310,380 95,893
16,092   27,123 -11,031
49,970   47,104 2,866
820   889 -69
657   618 39
321   1,265 -944
563   3,170 -2,607
2,013   1,408 605
6,435   6,830 -395
1,150   1,850 -700
2,367   2,561 -194
715   859 -144
1,416   1,100 316
882   1,082 -200
1,812   1,992 -180
3,332   2,399 933
692   851 -159
1,599   1,328 271
2,734   1,194 1,540
23,101   25,044 -1,943
169,729   241,881 -72,152
14   14  
426,806   587,126 -160,320
47,873   80,530 -32,657
599,970   574,049 25,921
271   1,218 -947
1,970   2,110 -140
478   3,560 -3,082
829   4,662 -3,833
2,196   1,035 1,161
4,223   3,580 643
2,177   3,222 -1,045
1,717   1,861 -144
1,542   1,898 -356
639   504 135
3,392   3,392  
2,353   2,452 -99
8,155   5,916 2,239
421   485 -64
2,885   2,399 486
3,027   1,312 1,715
48,752   49,959 -1,207
62,827   94,096 -31,269
13   13  
15,818   41,863 -26,045
1,162   1,976 -814
24,970   11,228 13,742
813   3,655 -2,842
469   2,206 -1,737
287   2,072 -1,785
621   2,150 -1,529
4,630   3,055 1,575
1,749   1,080 669
1,596   2,148 -552
2,645   2,635 10
1,420   1,918 -498
1,858   1,490 368
8,769   13,739 -4,970
2,831   3,333 -502
1,170   1,520 -350
1,299   1,468 -169
1,585   1,328 257
3,818   2,567 1,251
8,125   8,282 -157
1,521   2,269 -748
13   13  
1,590   4,319 -2,729
2,829,614   2,954,588 -124,974
719,970   634,882 85,088
2,951   1,865 1,086
937   3,279 -2,342
622   4,621 -3,999
2,486   5,139 -2,653
661   399 262
583   326 257
1,197   1,227 -30
7,314   6,374 940
4,882   6,973 -2,091
415   373 42
4,969   7,199 -2,230
846   854 -8
1,388   1,522 -134
4,517   4,420 97
5,645   4,670 975
4,836   3,685 1,151
87,754   89,548 -1,794
68,317   74,526 -6,209
663,298   722,062 -58,764
33,769   92,716 -58,947
205,141   189,477 15,664
769,970   655,877 114,093
3,146   1,865 1,281
781   2,364 -1,583
622   2,988 -2,366
1,969   2,073 -104
8,735   7,812 923
606   326 280
1,311   2,719 -1,408
2,527   1,614 913
2,589   2,811 -222
1,350   1,257 93
2,774   2,676 98
6   5 1
4,110   4,806 -696
8,127   8,228 -101
883   806 77
794   705 89
79,093   98,924 -19,831
344,838   378,828 -33,990
168,454   168,407 47
14,042   38,443 -24,401
382,124   391,783 -9,659
800   798 2
4,965   3,007 1,958
312   938 -626
144   889 -745
1,837   1,632 205
2,016   2,255 -239
606   294 312
10,607   10,621 -14
3,288   2,149 1,139
1,761   1,835 -74
207   193 14
4,396   3,746 650
1,726   2,725 -999
2,042   1,482 560
4,769   3,957 812
935   863 72
4,283   3,898 385
11,908   14,908 -3,000
76,864   84,018 -7,154
8,022   7,987 35
35,800   93,880 -58,080
4,500,000   4,510,195 -10,195
4,954   1,497 3,457
2,187   4,131 -1,944
598   2,435 -1,837
383   2,097 -1,714
1,883   1,632 251
2,861   5,020 -2,159
2,593   1,177 1,416
2,366   1,181 1,185
757   401 356
1,541   610 931
1,604   1,522 82
628   540 88
3,237   4,449 -1,212
1,200   750 450
2,896   2,106 790
2,918   5,521 -2,603
4,596   4,792 -196
33,738   41,930 -8,192
10   10  
100,040   99,979 61
446   1,232 -786
199,970   202,021 -2,051
1,495   832 663
1,640   4,725 -3,085
1,725   2,009 -284
2,081   2,408 -327
2,638   2,557 81
2,308   1,826 482
2,815   1,177 1,638
914   494 420
1,136   690 446
2,807   1,163 1,644
1,461   1,374 87
7,519   5,276 2,243
4,567   5,062 -495
102   103 -1
1,861   1,354 507
4,444   8,382 -3,938
13,260   13,644 -384
5,904   7,299 -1,395
10   10  
80,235   79,983 252
4,051   11,375 -7,324
499,970   430,238 69,732
8,972   4,996 3,976
364   1,147 -783
2,798   3,348 -550
694   694  
879   914 -35
3,463   2,739 724
2,027   2,208 -181
1,718   929 789
5,378   3,081 2,297
584   371 213
365   367 -2
960   702 258
6,725   6,767 -42
2,960   3,610 -650
902   526 376
2,020   3,891 -1,871
4,303,873   4,612,838 -308,965
13,221   16,461 -3,240
10   10  
24,071   24,058 13
1,973   4,171 -2,198
499,970   491,436 8,534
1,500   832 668
1,822   5,835 -4,013
839   1,149 -310
1,988   2,081 -93
879   816 63
2,510   2,259 251
2,027   2,123 -96
1,712   929 783
4,976   2,853 2,123
4,167   2,595 1,572
1,834   1,835 -1
4,500   3,237 1,263
5,627   5,191 436
2,092   2,660 -568
2,273   1,326 947
3,187   6,029 -2,842
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       68,006
b       -65,818
c        
d       9,272
e       -20,702
      51,410
      2,343
      -789
      -468
      180
      -1,000
      895
      -1,061
      1,240
      804
      1,644
      514
      448
      122
      -234
      4,050
      -1,857
      171,664
      -2,408
       
      10,462
      -4,657
      33,528
      1,690
      -741
      -1,363
      -1,340
      -442
      -137
      -482
      1,073
      849
      287
      1,066
      2,234
      162
      -564
      -3,621
      -203
      -187,885
      -2,393
       
      8,175
      -20,771
      22,593
      -206
      -309
      -811
      1,360
      -98
      -90
      -373
      2,045
      936
      1,545
      608
      309
      1,003
      -767
      2,001
      -3,404
      -2,802
      -9,702
       
      6,167
      -55,658
      10,756
      -1,197
      133
      -948
      397
      -189
      97
      -215
      5,280
      -669
      15
      157
      783
      647
      -333
      455
      711
      -672
      -7,755
       
      979
      -806
      -2,463
      -1,021
      155
      -1,662
      -1,227
      271
      -102
      -619
      -1,973
      -2,232
      1,126
      -220
      89
      856
      -150
      2,500
      116
      -9,708
      -4,639
       
      95,893
      -11,031
      2,866
      -69
      39
      -944
      -2,607
      605
      -395
      -700
      -194
      -144
      316
      -200
      -180
      933
      -159
      271
      1,540
      -1,943
      -72,152
       
      -160,320
      -32,657
      25,921
      -947
      -140
      -3,082
      -3,833
      1,161
      643
      -1,045
      -144
      -356
      135
       
      -99
      2,239
      -64
      486
      1,715
      -1,207
      -31,269
       
      -26,045
      -814
      13,742
      -2,842
      -1,737
      -1,785
      -1,529
      1,575
      669
      -552
      10
      -498
      368
      -4,970
      -502
      -350
      -169
      257
      1,251
      -157
      -748
       
      -2,729
      -124,974
      85,088
      1,086
      -2,342
      -3,999
      -2,653
      262
      257
      -30
      940
      -2,091
      42
      -2,230
      -8
      -134
      97
      975
      1,151
      -1,794
      -6,209
      -58,764
      -58,947
      15,664
      114,093
      1,281
      -1,583
      -2,366
      -104
      923
      280
      -1,408
      913
      -222
      93
      98
      1
      -696
      -101
      77
      89
      -19,831
      -33,990
      47
      -24,401
      -9,659
      2
      1,958
      -626
      -745
      205
      -239
      312
      -14
      1,139
      -74
      14
      650
      -999
      560
      812
      72
      385
      -3,000
      -7,154
      35
      -58,080
      -10,195
      3,457
      -1,944
      -1,837
      -1,714
      251
      -2,159
      1,416
      1,185
      356
      931
      82
      88
      -1,212
      450
      790
      -2,603
      -196
      -8,192
       
      61
      -786
      -2,051
      663
      -3,085
      -284
      -327
      81
      482
      1,638
      420
      446
      1,644
      87
      2,243
      -495
      -1
      507
      -3,938
      -384
      -1,395
       
      252
      -7,324
      69,732
      3,976
      -783
      -550
       
      -35
      724
      -181
      789
      2,297
      213
      -2
      258
      -42
      -650
      376
      -1,871
      -308,965
      -3,240
       
      13
      -2,198
      8,534
      668
      -4,013
      -310
      -93
      63
      251
      -96
      783
      2,123
      1,572
      -1
      1,263
      436
      -568
      947
      -2,842
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 -616,115
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 -297,935
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))
2010 2,987,331 68,935,077 0.043335
2009 3,593,102 65,653,548 0.054728
2008 3,438,843 74,293,263 0.046287
2007 2,988,441 83,431,815 0.035819
2006 2,438,071 73,935,911 0.032975
2 Total of line 1, column (d) ...................... 2 0.213144
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 0.042629
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 71,770,458
5 Multiply line 4 by line 3....................... 5 3,059,503
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 15,061
7 Add lines 5 and 6......................... 7 3,074,564
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,486,618
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 (2011)
Form 990-PF (2011)
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 15,061
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  
3 Add lines 1 and 2............................ 3 15,061
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 15,061
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 20,152
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 20,152
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 73
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,018
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet5,018 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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)bulletNJ
    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 2011 or the taxable year beginning in 2011 (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.
    10
     
    No
    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.1772FOUNDATION.ORG
    14
    The books are in care ofbullet1772 FOUNDATION Telephone no.bullet (860) 928-1772
    Located atbullet112 MAIN STREET STE 9PUTNAMCT ZIP+4bullet06260
    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 2011, 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
     
     
    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 bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011?.............
    1c
     
     
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 2011 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 2011.)....................
    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 2011?
    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 (2011)
    Form 990-PF (2011)
    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
    G STANTON GEARYClick to see attachment PRESIDENT
    30.00     		67,650 0 0
    422 THAMES ST
    NEWPORT,RI02840
    JOHN R LIVESEYClick to see attachment TREASURER
    25.00     		42,150 0 0
    411 SUMMER ST
    NORTH ANDOVER,MA01845
    B DANFORTH ELYClick to see attachment TRUSTEE
    20.00     		25,650 0 0
    PO BOX 732
    FAR HILLS,NJ07931
    J DAVID SCHARDIENClick to see attachment TRUSTEE
    20.00     		25,650 0 0
    687 COLONIAL AVE
    UNION,NJ07083
    ROBERT RAYNOLDSClick to see attachment TRUSTEE
    20.00     		24,150 0 0
    12384 OXFORD ROAD
    LONGMONT,CO80501
    GRETCHEN S SORINClick to see attachment TRUSTEE
    20.00     		25,650 0 0
    PO BOX 800
    COOPERSTOWN,NY13326
    NANCY E DAVISClick to see attachment TRUSTEE
    20.00     		25,650 0 0
    5604 SONOMA ROAD
    BETHESDA,MD20817
    MARY A ANTHONYClick to see attachment EXEC DIR
    45.00     		116,904 6,582 0
    PO BOX 112
    POMFRET CENTER,CT06259
    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  
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    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
    68,983,417
    b
    Average of monthly cash balances.......................
    1b
    3,879,992
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,863,409
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    72,863,409
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    1,092,951
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,770,458
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,588,523
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,588,523
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    15,061
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,061
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,573,462
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,573,462
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,573,462
    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
    3,486,618
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,486,618
    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
    15,061
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,471,557
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 3,573,462
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 3,353,490
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 3,486,618
    a Applied to 2010, but not more than line 2a 3,353,490
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 133,128
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (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  
    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 page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		3,440,334
    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) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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:
    MARY ANTHONY
    PO BOX 112
    POMFRET CENTER,CT062590112
    (860) 928-1772
    bThe form in which applications should be submitted and information and materials they should include:
    BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ON-LINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED.
    cAny submission deadlines:
    FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15 PRIOR TO THE YEAR THE FUND
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO THE PRESERVATION AND ENHANCEMENT OF AMERICAN HISTORICAL ENTITIES AND PROJECTS.
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    1759 VOUGHT HOUSE
    P O BOX 369
    ANNANDALE,NJ08801     		  501(C)(3) ROOF STABILIZATION PROJECT 15,000
    AMERICAN LIVESTOCK BREEDS
    CONSERVATION
    P O BOX 477
    PITTSBORO,NC27312     		  501(C)(3) SUSTAINABLE HERITAGE BREED CONSERVAN 50,000
    BARNUM MUSEUM FOUNDATION
    820 MAIN STREET
    BRIDGEPORT,CT06604     		  501(C)(3) REPAIRS/RESTORATION 10,000
    BGCN LIFECAMP INC
    P O BOX 580
    FAR HILLS,NJ07931     		  501(C)(3) GENERAL PURPOSE 2,000
    BLOCK ISLAND HISTORICAL SOC
    P O BOX 79
    BLOCK ISLAND,RI02807     		  501(C)(3) WOONSOCKET HOUSE MUSEUM 15,000
    BRISTOL ART MUSEUM
    P O BOX 42
    BRISTOL,RI02809     		  501(C)(3) 1890 BUILDING PROJECT 5,000
    BRISTOL HISTORICAL SOCIETY
    P O BOX 1393
    BRISTOL,CT060111393     		  501(C)(3) FRONT PORCH RESTORATION 14,000
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA018451298     		  501(C)(3) SKIP PERKINS SCHOLARSHIP FUND 5,000
    BURLINGTON HISTORICAL SOC
    149 NEPAUG ROAD
    BURLINGTON,CT06013     		  501(C)(3) REPAIRS TO ELON TAVERN 14,250
    CHEFS COLLABORATIVE INC
    89 SOUTH STREET LL
    BOSTON,MA02111     		  501(C)(3) FARM TO CHEF PROGRAM 30,000
    CHILDREN'S SPECIALIZED HOSPITAL
    150 NEW PROVIDENCE ROAD
    MOUNTAINSIDE,NJ070922590     		  501(C)(3) GENERAL PURPOSE 2,500
    CITY GREEN
    P O BOX 748
    RINGWOOD,NJ07456     		  501(C)(3) URBAN FARMING OP\ERATION 50,000
    COMMITTEE TO RESTORE THE
    ABYSSINIAN
    P O BOX 11064
    PORTLAND,ME04104     		  501(C)(3) MEETING HOUSE REST PROJECT 25,000
    COMMON MARKET
    2901 HUNTING PARK AVENUE
    PHILADELPHIA,PA19129     		  501(C)(3) FOOD HUB DEVELOPMENT 45,000
    COMMUNITY FOOD BANK
    31 EVANS TERMINAL
    HILLSIDE,NJ07205     		  501(C)(3) GENERAL PURPOSE 2,500
    COMMUNITY SERVINGS INC
    18 MARBURY TERRACE
    JAMAICA PLAIN,MA02130     		  501(C)(3) FARMERS ABUNDANCE INITIATIVE 15,000
    CONNECTICUT LANDMARKS
    255 MAIN STREET 4TH FLR
    HARTFORD,CT06106     		  501(C)(3) HOMESTEADING SKILLS WORKSHOP 11,000
    CONNECTICUT LANDMARKS
    255 MAIN STREET 4TH FLR
    HARTFORD,CT06106     		  501(C)(3) HOMESTEADING SKILLS WORKSHOP 3,000
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517     		  501(C)(3) MATCHING GRANT PROGRAM 24,000
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517     		  501(C)(3) MATCHING GRANT PROGRAM 5,000
    CT AUDUBON SOCIETY AT POMFRET
    189 POMFRET STREET
    PO BOX 11
    POMFRET CENTER,CT06259     		  501(C)(3) GENERAL PURPOSE 5,000
    CUMBERLAND COUNTY HISTORICAL
    SOCIETY
    707 N DELSEA DRIVE
    CAPE MAY COURTHOUSE,NJ08210     		  501(C)(3) 1650 SWEDISH GRANARY PRESERVATION 10,000
    DANFORTH MEMORIAL LIBRARY
    250 BROADWAY
    PATERSON,NJ07501     		  501(C)(3) GENERAL PURPOSE 500
    DENVER URBAN GARDENS
    3377 BLAKE STREET SUITE
    113
    DENVER,CO80205     		  501(C)(3) DELANEY COMMUNITY FARM PROJECT 10,000
    DRINKING GOURD PROJECT
    107 BRISTERS HILL ROAD
    CONCORD,MA01742     		  501(C)(3) ROBBINS HOUSE INTERPRETIVE CENTER 10,000
    EAST COAST GREENWAY
    ALLIANCE
    27B NORTH ROAD
    WAKEFIELD,RI02879     		  501(C)(3) GENERAL PURPOSE 2,500
    EASTERN CONNECTICUT
    CONSERVATION DISTRICT
    P O BOX 399
    BROOKLYN,CT062340399     		  501(C)(3) GENERAL PURPOSE 2,000
    FAIR FOOD
    1315 WALNUT ST
    SUITE 522
    PHILADELPHIA,PA19107     		  501(C)(3) HERITAGE BREEDS & SEEDS PROMOTION 20,000
    FAR HILLS COUNTRY DAY SCHOOL
    PO BOX 8
    FAR HILLS,NJ07931     		  501(C)(3) GENERAL PURPOSE 1,500
    FARM FRESH RHODE ISLAND
    1005 MAIN STREET 1220
    PAWTUCKET,RI02860     		  501(C)(3) HEALTH FOOD HUB 40,000
    FARMINGTON HISTORICAL SOCIETY
    P O BOX 1645
    FARMINGTON,CT06034     		  501(C)(3) GRIDLEY-CASE COTTAGES 4,100
    FEED DENVER
    10200 SMITH ROAD
    DENVER,CO80239     		  501(C)(3) MOBILE FARM MARKET 15,000
    FRANKLIN HISTORICAL SOCIETY
    P O BOX 332
    FRANKLIN,NJ07416     		  501(C)(3) RAISE THE ROOF CAMPAIGN 15,000
    FRANKLIN STAGE COMPANY
    25 INSTITUTE STREET
    PO BOX 821
    FRANKLIN,NY13775     		  501(C)(3) GENERAL PURPOSE 5,000
    FRIENDS OF DINOSAUR RIDGE
    16831 W ALAMEDA PKWY
    MORRISON,CO80465     		  501(C)(3) GENERAL PURPOSE 10,000
    FRIENDS OF HEARTHSIDE
    757 GREAT ROAD
    LINCOLN,RI02865     		  501(C)(3) ROOF RESTORATION PROJECT 12,000
    FRIENDS OF HINCHLIFFE
    STADIUM
    P O BOX 6451
    PATERSON,NJ07509     		  501(C)(3) RESTORATION OF HINCHLIFFE STADIUM 40,000
    FRIENDS OF MOUNT AUBURN
    580 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  501(C)(3) AFRICAN AMERICAN HERTIAGE TRAIL PROJ 17,500
    FRIENDS OF SULLIVAN FARM
    140 PARK LANE
    PO BOX 1197
    NEW MILFORD,CT06776     		  501(C)(3) ON-SITE FARM STAND APPRENTICES 20,000
    FRIENDS OF THE FARM AT HILLTOP
    P O BOX 372
    SUFFIELD,CT06078     		  501(C)(3) HILLTOP DAIRY BARN PROJECT 14,000
    FRIENDS OF THE MAINE STATE
    MUSEUM
    83 STATE HOUSE STATION
    AUGUSTA,ME04333     		  501(C)(3) MALAGA ISLAND PROJECT 35,000
    FRIENDS OF THE POMFRET PUBLIC
    LIBRARY
    P O BOX 91
    POMFRET,CT06258     		  501(C)(3) GENERAL PURPOSE 2,000
    FRUIT TREE PLANTING FOUNDATION
    P O BOX 81881
    PITTSBURGH,PA15217     		  501(C)(3) RESERVATION PRESERVATION ORCHARD 20,000
    FUERZA UNIDA
    710 NEW LAREDO HWY
    SAN ANTONIO,TX78211     		  501(C)(3) GENERAL PURPOSE 5,000
    GREATER NEWARK CONSERVANCY
    32 PRINCE STREET
    NEWARK,NJ07103     		  501(C)(3) URBAN FARMING/FOOD ACCESS INITIATIVE 50,000
    GREEN VALLEY INSTITUTE
    P O BOX 399
    BROOKLYN,CT062340399     		  501(C)(3) GENERAL PURPOSE 5,000
    GROWING GARDENS OF BOULDER
    COUNTY
    1630 HAWTHORN AVENUE
    BOULDER,CO80304     		  501(C)(3) THE ORCHARD/LOCAL FARM PROJECT 10,000
    HAMILTON PARTNERSHIP FOR
    PATTERSON
    32 SPRUCE STREET
    3RD FLOOR
    PATERSON,NJ07501     		  501(C)(3) MILL MILE, SILK RD & ROGERS BLDGS 100,000
    HANDICRAFT CLUB INC
    42 COLLEGE STREET
    PROVIDENCE,RI02903     		  501(C)(3) TRUMAN BECKWITH HOUSE PROJECT 12,500
    HARTFORD AREA YMCA
    241 TRUMBULL STREET
    2ND FLOOR
    HARTFORD,CT06103     		  501(C)(3) GENERAL PURPOSE 5,000
    HARTFORD AREA YMCA
    241 TRUMBULL STREET
    2ND FLOOR
    HARTFORD,CT06103     		  501(C)(3) GENERAL PURPOSE 5,000
    HEALING A WOMAN'S SOUL
    CHRIST EPISCOPAL CHURCH
    70 MANSION ST
    COXSACKIE,NY12051     		  501(C)(3) GENERAL PURPOSE 3,000
    HERITAGE CONSERVANCY
    85 OLD DUBLIN PIKE
    DOYLESTOWN,PA189012489     		  501(C)(3) FEASIBILITY STUDY REGIONAL LIVESTOCK 20,000
    HILTON-WINN FARM
    189 OGUNQUIT ROAD
    CAPE NEDDICK,ME03902     		  501(C)(3) YOUTH ENRICHMENT CENTER 15,000
    HISTORIC COLD SPRING VILLAGE
    720 ROUTE 9
    CAPE MAY,NJ08204     		  501(C)(3) EXTERIOR RESTORATION 4,108
    HISTORIC MACON FOUNDATION
    935 HIGH STREET
    PO BOX 13358
    MACON,GA31208     		  501(C)(3) BUILDING REVOLVING FUND 30,000
    HISTORIC NEW ENGLAND
    141 CAMBRIDGE STREET
    BOSTON,MA02114     		  501(C)(3) PROJECT CHICK AT CASEY FARM 10,000
    HISTORIC WARREN ARMOURY
    1 PINE LANE
    WARREN,RI02885     		  501(C)(3) FIRE DETECTION & WINDOW RESTORATION 10,000
    HISTORIC WINDSOR
    P O BOX 1777
    WINDSOR,VT05083     		  501(C)(3) STEPHEN JACOBS HOUSE PROJECT 20,000
    HISTORICAL & ECUCATIONAL LODGE
    HALL PRESERVATORY
    61 FISHER AVENUE
    WESTVILLE,NJ08093     		  501(C)(3) RICHARDSON AVE SCHOOL 10,000
    HISTORICAL SOCIETY OF EASTON
    CONNECTICUT
    P O BOX 121
    EASTON,CT06612     		  501(C)(3) RESTORATION OF 1860 BRADLEY-HUBBELL 14,250
    HISTORICAL SOCIETY OF
    GLASTONBURY INC
    P O BOX 46
    GLASTONBURY,CT06033     		  501(C)(3) WELLES-SHIPMAN-WARD HOUSE 5,558
    HUNTERDON COUNTY HISTORICAL
    SOCIETY
    114 MAIN STREET
    FLEMINGTON,NJ08822     		  501(C)(3) DORIC HOUSE ROOF & SILLS REPAIR 15,000
    HUNTERDON LAND TRUST ALLIANCE
    111 MINE STREET
    FLEMINGTON,NJ088221474     		  501(C)(3) AGRICULTURAL EDUCATION 15,000
    HUNTERDON LAND TRUST ALLIANCE
    111 MINE STREET
    FLEMINGTON,NJ088221474     		  501(C)(3) CASE/DVOOR FARMHOUSE 15,000
    ISLAND INSTITUTE
    386 MAIN STREET
    PO BOX 648
    ROCKLAND,ME048410648     		  501(C)(3) WORKING WATERFRONT PRESERVATION NETW 50,000
    JACKSON HOLE HISTORICAL
    SOCIETY
    P O BOX 1005
    JACKSON,WY830011005     		  501(C)(3) GENERAL PURPOSE 3,500
    JOSHUA'S TRACT CONSERVATION
    P O BOX 4
    MANSFIELD CENTER,CT06250     		  501(C)(3) GENERAL PURPOSE 2,500
    JUST FOOD
    1155 AVE OF THE AMERICAS
    3RD FLOOR
    NEW YORK,NY10036     		  501(C)(3) COMMUNITY WORKSHOPS/CITY FARMS 30,000
    KEAN UNIVERSITY FOUNDATION
    1000 MORRIS AVENUE
    UNION,NJ07083     		  501(C)(3) EDIBLE SCHOOL GARDEN AT LIBERTY HALL 37,500
    LAWNSIDE HISTORICAL SOCIETY
    P O BOX 608
    LAWNSIDE,NJ080450670     		  501(C)(3) REPAIR PETER MOTT HOUSE UNDERGROUND 15,000
    LITCHFIELD HISTORICAL SOCIETY
    P O BOX 385
    LITCHFIEELD,CT06759     		  501(C)(3) NOYES MEMORIAL BLDG MASONRY REPAIRS 10,000
    LOCAL FOOD HUB
    CHARLOTTESVILLE
    P O BOX 4647
    CHARLOTTESVILLE,VA22905     		  501(C)(3) SUSTAINABLE FOOD HUB DEVELOPMENT 40,000
    LUSTGARTEN FOUNDATION FOR
    PANCREATIC CANCER
    1111 STEWART AVENUE
    BETHPAGE,NY11714     		  501(C)(3) GENERAL PURPOSE 5,000
    MARCH
    RUTGERS UNIVERSITY
    CAMDEN,NJ08102     		  501(C)(3) GENERAL PURPOSE 5,000
    MEADOWLANDS MUSEUM
    91 CRANE AVENUE
    RUTHERFORD,NJ07070     		  501(C)(3) MUSEUM ROOF REPAIR 15,000
    MERCHANTS & DROVERS TAVERN
    MUSEUM ASSOC
    P O BOX 1842
    RAHWAY,NJ07065     		  501(C)(3) CHIMNEY RESTORATION/REPAIR 15,000
    MICHIGAN LAND USE INSITUTE
    148 EAST FRONT STREET
    SUITE 301
    TRANSVERSE CITY,MI49684     		  501(C)(3) GENERAL PURPOSE 5,000
    MORRISTOWN MEMORIAL HOSPITAL
    P O BOX 1956
    MORRISTOWN,NJ07960     		  501(C)(3) GENERAL PURPOSE 5,000
    MOSAICO COMMUNITY
    DEVELOPMENT CORP
    240 HIGH STREET
    BRISTOL,RI02809     		  501(C)(3) RESTORE BRISTOL INDUSTRIAL PARK ROOF 15,000
    MT HOPE FARM
    250 METACOM AVENUE
    PO BOX 66
    BRISTOL,RI02809     		  501(C)(3) GENERAL PURPOSE 5,000
    MUSEUM OF AFRICAN AMERICAN
    HISTORY
    14 BEACON STREET
    SUITE 719
    BOSTON,MA02108     		  501(C)(3) ABIEL SMITH SCHOOL HOUSE PROJECT 25,000
    NATIONAL TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  501(C)(3) 2011 NTHP CONFERENCE 66,500
    NATIONAL TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  501(C)(3) NATIONAL REVOLVING FUND STUDY 30,000
    NATIONAL TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  501(C)(3) AFRICAN AMERICAN SITES INITATIVE 70,000
    NATURE CONSERVANCY
    159 WATERMAN STREET
    PROVIDENCE,RI02906     		  501(C)(3) ANNA BREWSTER ARTIST CAMP 9,800
    NEW HAMPSHIRE PRESERVATION
    ALLIANCE
    P O BOX 268
    CONCORD,NH03302     		  501(C)(3) REVOLVING FUND 40,000
    NEW JERSEY CONSERVATION
    FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931     		  501(C)(3) GENERAL PURPOSE 2,000
    NEW JERSEY HISTORIC TRUST
    DEPT OF COMMUNITY AFFAIR
    PO BOX 457
    TRENTON,NJ08625     		  501(C)(3) GENERAL PURPOSE 5,000
    NEW LONDON COUNTY
    HISTORICAL SOCIETY
    11 BLINMAN STREET
    NEW LONDON,CT06320     		  501(C)(3) SHAW MANSION PROJECT 7,000
    NEW PHILADELPHIA ASSOC
    720 BAINBRIDGE STREET
    BARRY,IL62312     		  501(C)(3) GENERAL PURPOSE 5,000
    NEW YORK HARBOR
    FOUNDATION
    BATTERY MARITIME BUILDING
    10 SOUTH ST SLIP 7
    NEW YORK,NY10004     		  501(C)(3) OYSTER RESTORATION & RESEARCH 25,000
    NORTHERN GRAIN GROWERS
    278 SOUTH MAIN STREET ST
    ALBANS,VT05478     		  501(C)(3) HEIRLOOM GRAIN PROPOGATION 15,000
    PALMETTO TRUST FOR HISTORIC
    PRESERVATION
    8301 PARK LANE ROAD
    COLUMBIA,SC29223     		  501(C)(3) REVOLVING FUND 50,000
    PASSAIC COUNTY HISTORICAL
    SOCIETY
    3 VALLEY ROAD
    PATERSON,NJ075032932     		  501(C)(3) GENERAL PURPOSE 4,000
    PERKINS CENTER FOR THE ARTS
    395 KINGS HIGHWAY
    MOORESTOWN,NJ08057     		  501(C)(3) EXTERIOR PAINTING 15,000
    PETTAQUAMSCUTT HISTORICAL
    SOCIETY
    2636 KINGSTOWN ROAD
    KINGSTON,RI02881     		  501(C)(3) OLD WASHINGTON COUNTY JAIL EXTERIOR 15,000
    POCUMTUCK VALLEY MEMORIAL
    ASSOCIATION
    P O BOX 428
    DEERFIELD,MA01342     		  501(C)(3) AFRICAN AMERICANS IN RURAL NEW ENGLA 15,000
    POMFRET HISTORICAL SOCIETY
    PO BOX 152
    POMFRET CENTER,CT06259     		  501(C)(3) GENERAL PURPOSE 2,000
    PRESERVATION LEAGUE OF NY STATE
    44 CENTRAL AVENUE
    ALBANY,NY12206     		  501(C)(3) REVOLVING FUND 41,300
    PRESERVATION RESOURCE CENTER OF
    NEW ORLEANS
    923 TCHOUPITOULAS STREET
    NEW ORLEANS,LA70130     		  501(C)(3) REVOLVING FUND 30,000
    PRESERVATION SOCIETY OF NEWPORT
    COUNTY
    424 BELLEVUE AVE
    NEWPORT,RI02840     		  501(C)(3) KINGSCOTE PROJECT 15,000
    PRESERVATION TRUST OF VERMONT
    104 CHURCH STREET
    BURLINGTON,VT05401     		  501(C)(3) REVOLVING FUND 65,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) REVOLVING FUND, PHASE I 35,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) REVOLVING FUND 5,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) GOVERNOR HENRY LIPPITT HOUSE 15,000
    PROVIDENCE REVOLVING FUND
    372 WEST FOUNTAIN ST
    PROVIDENCE,RI02903     		  501(C)(3) REVOLVING FUND 50,000
    PUTNEY SCHOOL
    ELM LEA FARM
    PUTNEY,VT05346     		  501(C)(3) GENERAL PURPOSE 15,000
    RECTORY SCHOOL
    528 POMFRET STREET
    POMFRET,CT06258     		  501(C)(3) GENERAL PURPOSE 5,000
    RED MILL MUSEUM VILLAGE
    56 MAIN STREET
    CLINTON,NJ08809     		  501(C)(3) FOUNDATION REPAIR WHEEL HOUSE 15,000
    RED TOMATO
    1033 TURNPIKE STREET
    CANTON,MA02021     		  501(C)(3) FOOD HUB DEVELOPMENT 30,000
    REGIONAL ENVIRONMENTAL
    COUNCIL
    P O BOX 255
    WORCESTER,MA01613     		  501(C)(3) FOOD JUSTICE PROGRAM 30,000
    RHODE ISLAND HISTORICAL
    SOCIETY
    110 BENEVOLENT STREET
    PROVIDENCE,RI02906     		  501(C)(3) JOHN BROWN HOUSE 15,000
    ROSE ISLAND LIGHTHOUSE FOUNDATION
    P O BOX 1419
    NEWPORT,RI02840     		  501(C)(3) FORT HAMILTON BARRACKS 15,000
    SAINT MARY'S EPISCOPAL CHURCH
    P O BOX 376
    SPRINGFIELD CENTER,NY134680376     		  501(C)(3) GENERAL PURPOSE 7,000
    SAINT PAUL'S EPISCOPAL CHURCH
    80 ELM AVENUE
    RAHWAY,NJ07065     		  501(C)(3) GENERAL PURPOSE 3,000
    SANDY SPRING MUSEUM
    17901 BENTLEY ROAD
    SANDY SPRING,MD20860     		  501(C)(3) GENERAL PURPOSE 5,000
    SEAMAN'S CHURCH INSTITUTE
    OF NEWPORT
    18 MARKET SQUARE
    NEWPORT,RI02840     		  501(C)(3) CLEAN & SEAL EXTERIOR MASONRY/WINDOW 12,700
    SEED SAVERS EXCHANGE
    3094 NORTH WINN ROAD
    DECORAH,IA52101     		  501(C)(3) GENERAL PURPOSE 42,500
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05842     		  501(C)(3) GENERAL PURPOSE 3,000
    SHELTON HISTORICAL SOCIETY
    P O BOX 2155
    SHELTON,CT06484     		  501(C)(3) BROWNSON HOUSE 2,400
    SIMSBURY COMMUNITY FARM
    73 WOLCOTT ROAD
    SIMSBURY,CT06070     		  501(C)(3) FOODSHARE & EDUCATION PROGRAMS 25,000
    SLOW FOOD DENVER
    4340 EAST KENTUCKY AVE
    SUITE 311
    DENVER,CO80246     		  501(C)(3) SEED TO TABLE FARMERS MARKET 5,000
    SOUTH CAROLINA COASTAL CONSERVATION
    P O BOX 1765
    CHARLESTON,SC29402     		  501(C)(3) GROWFOOD INITITATIVE 20,000
    SOUTHBURY HISTORICAL SOCIETY
    487 SANFORD ROAD
    SOUTHBURY,CT06488     		  501(C)(3) LUDORF BARN ROOF RESTORATION 14,000
    SOUTHSIDE COMMUNITY LAND
    TRUST
    109 SOMERSET STREET
    PROVIDENCE,RI029071031     		  501(C)(3) URBAN FARMERS PROJECT 25,000
    SOUTHWEST CONSERVATION
    CORPS
    701 CAMINO DEL RIO
    SUITE 101
    DURANGO,CO81301     		  501(C)(3) TRADITIONAL FARMING CORPS 15,000
    ST BENEDICT'S PREP
    DEVELOPEMENT OFFICE
    520 DR MARTIN LUTHER
    KING BLVD
    NEWARK,NJ071021314     		  501(C)(3) GENERAL PURPOSE 7,500
    ST PATRICK'S HIGH SCHOOL
    221 COURT STREET
    ELIZABETH,NJ072061893     		  501(C)(3) GENERAL PURPOSE 7,500
    ST PAUL'S EPISCOPAL CHURCH
    396 MAIN STREET NORTH
    ANDOVER,MA018453952     		  501(C)(3) GENERAL PURPOSE 5,000
    ST THERESA'S SCHOOL
    540 WASHINGTON STREET
    KENILWORTH,NJ070331254     		  501(C)(3) GENERAL PURPOSE 5,000
    STANTON DAVIS FOUNDATION
    595 TAUGWONK ROAD
    STONINGTON,CT06378     		  501(C)(3) ROOF RESTORATION PROJECT 14,840
    THE DENISON SOCIETY INC
    P O BOX 42
    MYSTIC,CT06355     		  501(C)(3) DENISON HOMESTEAD MUSEUM 8,650
    THE HOLE IN THE WALL GANG
    FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		  501(C)(3) GENERAL PURPOSE 1,000
    THE MARK TWAIN HOUSE &
    MUSEUM
    351 FARMINGTON AVENUE
    HARTFORD,CT06105     		  501(C)(3) RESTORATION PROJECT HOUSE 14,700
    THE PLAID HOUSE
    54 WESTERN AVENUE
    MORRISTOWN,NJ079605020     		  501(C)(3) GENERAL PURPOSE 1,500
    THE RITZ THEATRE COMPANY
    915 WHITE HORSE PIKE
    HADDDON TOWBSHIP,NJ08107     		  501(C)(3) WINDOW RESTORATION PROJECT 15,000
    THE SHARON HISTORICAL SOCIETY
    P O BOX 511
    SHARON,CT06069     		  501(C)(3) GAY-HOYT HOUSE 10,500
    THE SHERMAN LIBRARY
    ASSOCIATION
    P O BOX 40
    SHERMAN,CT06784     		  501(C)(3) ROOF REPAIR 9,000
    THE TRUSTEES OF RESERVATIONS
    APPLETON FARMS
    219 COUNTY RD
    ISWICH,MA01938     		  501(C)(3) SERVICE LEARNING & SUMMER KITCHEN AT 40,000
    THE WESTERLY LAND TRUST
    P O BOX 601
    WESTERLY,RI02891     		  501(C)(3) EXTERIOR IMPROVEMENTS INDUSTRIAL TRU 13,000
    TOWN OF SPRINGFIELDNY
    P O BAX 358
    SPRINGFIELD CENTER,NY13468     		  501(C)(3) GENERAL PURPOSE 2,000
    TUCKERTON SEAPORT
    P O BOX 52
    TUCKERTON,NJ08087     		  501(C)(3) WINDOW RESTORATION PROJECT 14,992
    UPPER RARITAN WATERSHED
    ASSOCIATION
    P O BOX 273
    GLADSTONE,NJ07934     		  501(C)(3) GENERAL PURPOSE 2,000
    UPPER SADDLE RIVER HISTORICAL
    SOCIETY
    245 LAKE STREET
    UPPER SADDLE RIVER,NJ07458     		  501(C)(3) GENERAL PURPOSE 5,680
    VANGUARD CHARITABLE ENDOWMENT
    PROGRAM
    PO BOX 55766
    BOSTON,MA022055766     		  501(C)(3) DONOR ADVISOR FUND 50,000
    WALLINGFORD HISTORIC PRESERVATION
    TRUST INC
    54 NORTH ELM STREET
    WALLINGFORD,CT06492     		  501(C)(3) RESTORATION OF JOHNSON MANSION OUTHO 10,000
    WATERFRONT HISTORIC AREA
    LEAGUE
    128 UNION STREET
    NEW BEDFORD,MA02740     		  501(C)(3) REVOLVING FUND 40,000
    WEEKSVILLE HERITAGE CENTER
    1698 BERGEN STREET
    BROOKLYN,NY11213     		  501(C)(3) HUNTERFLY ROW HOUSES REPAIRS 52,500
    WEEKSVILLE HERITAGE CENTER
    1698 BERGEN STREET
    BROOKLYN,NY11213     		  501(C)(3) GENERAL PURPOSE 5,000
    WESTERLY ARMORY
    PO BOX 614
    WESTERLY,RI02891     		  501(C)(3) SEAL MASONRY PROJECT 15,000
    WESTFIELD HISTORICAL SOCIETY
    P O BOX 813
    WESTFIELD,NJ07091     		  501(C)(3) REEVE CENTER WINDOW PROJECT 15,000
    WHOLESOME WAVE
    189 STATE STREET
    BRIDGEPORT,CT06604     		  501(C)(3) 2011 FVRX PROGRAM 75,000
    WHOLESOME WAVE
    189 STATE STREET
    BRIDGEPORT,CT06604     		  501(C)(3) 2011 FVRX PROGRAM 50,000
    WOODSTOCK HISTORICAL
    SOCIETY
    2 BUNGAY HILL ROAD
    WOODSTOCK,CT06281     		  501(C)(3) PALMER HALL WINDOW RESTORATION 6,750
    NEW BEDFORD HISTORICAL
    SOCIETY INC
    21 SEVENTH STREET
    NEW BEDFORD,MA02740     		  501(C)(3) NATHAN & MARY JOHNSON HOUSE 25,000
    CONNECTICUT COUNCIL FOR
    PHILANTHROPY
    221 MAIN STREET
    HARTFORD,CT06106     		  501(C)(3) FARMLAND & FOOD SYSTEMS PROGRAM 2,500
    THE GEORGIA TRUST FOR HISTORIC
    PRESERVATION
    1516 PEACHTREE STREET NW
    ATLANTA,GA30309     		  501(C)(3) REVOLVING FUND WEBSITE GRANT 5,000
    HISTORIC BOSTON INC
    3 SCHOOL STREET
    BOSTON,MA02108     		  501(C)(3) GRANTS FOR FELLOWISHIP PROJECTS 2,500
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) GRANTS FOR FELLOWISHIP PROJECTS 15,350
    LAND TRUST ALLIANCE
    112 SPRING STREET
    SUITE 205
    SARATOGA SPRINGS,NY12866     		  501(C)(3) GRANTS FOR FELLOWISHIP PROJECTS 10,000
    HISTORIC BOSTON INC
    3 SCHOOL STREET
    BOSTON,MA02108     		  501(C)(3) REVOLVING FUND 75,000
    NEW JERSEY COMMUNITY
    DEVELOPMENT
    PO BOX 6976
    PATTERSON,NJ07509     		  501(C)(3) ROGERS LOCOMOTIVE STORAGE BUILDING 100,000
    NORTH BENNET STREET
    SCHOOL
    39 NORTH BENNET STREET
    BOSTON,MA02113     		  501(C)(3) ANNA CLAPP HARRIS HOUSE 75,000
    PRESERVATION FOUNDATION OF
    NORTH CAROLINA
    PO BOX 27644
    RALEIGH,NC27611     		  501(C)(3) REVOLVING FUND 50,000
    ST AUGUSTINE'S PROJECT
    333 MADSON AVE
    NEW YORK,NY10002     		  501(C)(3) SLAVE GALLERIES PROJECT 8,000
    Total .................................bullet 3a 3,119,928
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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     14 475  
    4 Dividends and interest from securities....     14 1,895,350  
    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.....     14 1,097  
    8Gain or (loss) from sales of assets other than inventory     18 -616,115  
    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)..   1,280,807  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,280,807
    (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 (2011)
    Form 990-PF (2011)
    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 (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LESHNER FRANCHINO & CO 38,365 19,183   19,183

    TY 2011 CompensationExplanation
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Person Name Explanation
    G STANTON GEARY  
    JOHN R LIVESEY  
    B DANFORTH ELY  
    J DAVID SCHARDIEN  
    ROBERT RAYNOLDS  
    GRETCHEN S SORIN  
    NANCY E DAVIS  
    MARY A ANTHONY  

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    TY 2011 DepreciationSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    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
    COMPUTER EQUIPMENT 2006-01-19 1,027 1,010 S/L 5.0000 17 8    
    OFFICE FURNITURE 2006-01-19 3,600 3,540 S/L 5.0000 60 30    
    FILING CABINET 2007-08-02 2,798 1,366 S/L 7.0000 399 200    
    LAPTOP COMPUTER 2009-03-13 791 290 S/L 5.0000 501 250    
    PRINTER 2009-04-09 478 167 S/L 5.0000 96 48    
    PRINTER 2009-05-14 1,086 362 S/L 5.0000 217 108    
    POWER POINT PROJECTOR 2009-08-07 583 165 S/L 5.0000 117 59    
    LAPTOP COMPUTER 2010-01-26 547 100 S/L 5.0000 110 55    
    LAPTOP COMPUTER 2010-10-25 583 19 S/L 5.0000 117 15    
    DESKTOP COMPUTER 2011-09-25 1,013   S/L 5.0000 51      

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    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    COMPUTER EQUIPMENT 2006-01 PURCHASE 2011-09     1,027       1,027
    LAPTOP COMPUTER 2009-03 PURCHASE 2011-09     791       791

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COCA COLA CO 5.75% 03-15-11    
    PFIZER INC 4.45% 03-15-12    
    HCA INC 6.375% 01-15-15 1,990,000 2,037,500

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACI WORLDWIDE INC 5,424 5,728
    ADOBE SYSTEMS INC    
    ADTRAN INC 15,059 18,096
    AIR PRODS & CHEM INC    
    ALERE INC 16,565 11,129
    ALIGN TECH INC 14,664 26,098
    AMAZON.COM INC    
    AMDOCS LTD 12,438 14,636
    AMERICAN MED SYS HLDG    
    AMERISTAR CASINOS INC 4,718 5,187
    AMYLIN PHARMA 16,537 9,958
    ANCESTRY.COM 7,164 5,740
    ANSYS INC    
    APACHE CORP 13,162 13,768
    APPLE INC 16,393 16,605
    APPLE INC 420,702 810,000
    ARIBA INC 5,207 5,616
    ATHENAHEALTH INC 6,667 11,052
    BAKER HUGHES INC    
    BANK OF AMERICA 24,825 10,547
    BEST BUY INC 15,247 10,867
    CABOT MICROELECTRONICS 7,464 11,813
    CAPELLA EDUCATION CO 5,440 3,605
    CAREER EDUCATION CORP    
    CELANESE CORP 218,689 358,587
    CERADYNE INC 5,362 4,017
    CHARLES RIVER LABS HLDG    
    CHARLES SCHWAB CORP 26,332 24,232
    CHART INDUSTRIES INC 1,873 2,704
    CHINA MOBILE LTD    
    CHRISTOPHER & BANKS CORP    
    CIENA CORP    
    COLDWATER CREEK INC    
    COLFAX CORP 396,879 521,184
    COMCAST CORP    
    COMMUNITY HEALTH SYS 9,445 7,085
    CONOCOPHILLIPS    
    COOPER INDS LTD 395,418 487,350
    CORINTHIAN COLLEGES INC    
    CORNING INC 11,849 8,476
    CORP EXECUTIVE BOARD CO 12,886 21,908
    COSTAR GROUP INC 6,053 11,678
    D T S INC 4,214 4,086
    DANAHER CORP 379,332 432,768
    DEALERTRACK HOLDINGS 11,941 20,445
    DELL INC 9,416 10,621
    DEVRY INC 2,764 4,808
    DICE HOLDINGS INC 8,857 6,218
    DIEBOLD INC    
    DISH NETWORK CORP    
    DOLBY LABS INC 2,515 3,814
    DOW CHEMICAL CO 394,198 440,028
    EXXON MOBIL CORP 22,813 24,665
    FAIRCHILD SEMICONDUCTOR    
    FEDEX CORP    
    FINANCIAL ENGINES INC 5,959 6,699
    FIRST SERVICE CORP 7,499 9,160
    FISERV INC    
    FORMFACTOR INC    
    FRESH MARKET INC 7,602 7,980
    FTI CONSULTING INC    
    GAP INC 19,387 17,381
    GENERAL ELECTRIC CO 11,148 12,788
    GENETEX CORP 5,420 14,795
    GENWORTH FINL INC 19,512 10,827
    GILEAD SCIENCES INC 27,726 26,768
    GILEAD SCIENCES INC    
    GOLDCORP INC 435,240 440,288
    GOODRICH CORP 332,325 618,500
    GOOGLE INC 21,911 25,836
    GOOGLE INC 307,091 387,540
    HAEMONETICS CORP 10,177 10,714
    HALLIBURTON CO    
    HARMAN INTL INDS INC 11,829 13,314
    HARTFORD FINL SVCS GRP 17,349 12,074
    HERTZ GLOBAL HLDGS 304,469 316,440
    HEWLETT PACKARD CO 26,734 21,819
    HEXCEL CORP 8,134 18,763
    HOME DEPOT INC 507,226 529,704
    HONEYWELL INTL INC    
    IBM    
    ICON PLC 10,215 7,272
    ING GROEP NV ADR    
    INPEX CORP 20,055 24,805
    INTERNAP NETWORK SVC 10,780 4,604
    JP MORGAN CHASE 14,255 12,037
    JUNIPER NETWORKS INC 5,699 5,613
    KDDI CORP 14,141 14,926
    KNOT INC    
    KORN/FERRY INTL 3,678 3,412
    LEVEL 3 COMM 10,674 9,769
    LIFETIME FITNESS 13,714 23,375
    LIFETIME FITNESS 3,663 12,389
    LILLY ELI & CO    
    LOCKHEED MARTIN CORP    
    LOGMEIN INC 3,093 3,855
    LOWES 404,751 408,618
    LUFKIN INDS INC 3,348 3,366
    M K S INST INC 13,273 18,083
    MANHATTAN ASSOC INC 5,687 11,132
    MARATHON OIL CORP    
    MARKETAXESS HLDGS 5,987 11,291
    MASIMO CORP    
    MEDICS PHARM    
    MEMC ELEC MATLS 19,235 8,046
    METABOLIX INC    
    METLIFE INC 21,419 21,857
    MICROSOFT CORP 10,666 10,773
    MITSUBISHI CORP    
    MONSANTO CO    
    MONSTER WORLDWIDE    
    MORNINGSTAR INC 8,336 10,998
    N C R CORP    
    NATIONAL INSTRUMENTS 5,482 9,083
    NEUSTAR INC 7,868 14,488
    NICE SYS LTD 394,504 482,300
    OAO GAZPROM    
    OCCIDENTAL PETE CORP 309,394 271,730
    ON SEMICONDUCTOR CORP 5,334 4,516
    OPNET TECH INC 3,651 3,667
    ORACLE CORP 291,104 330,885
    OSHKOSH CORP 6,349 5,559
    OXFORD INDS INC 7,181 9,024
    P F CHANGS CHINA BISTRO 12,639 12,364
    P S S WORLD MEDICAL INC 7,313 9,071
    PANERA BREAD CO 6,457 21,218
    PHARMACUETICAL PROD DEV    
    POLYPORE INTL 4,579 4,399
    PROCTOR & GAMBLE CO 243,556 266,840
    PULTEGROUP INC 10,132 8,998
    RALCORP HLDGS INC 341,337 427,500
    REALD INC 7,314 3,176
    RITE AID CORP    
    SAGENT PHARMA INC 431,130 384,300
    SANDRIDGE ENERGY INC 11,045 13,619
    SEMTECH CORP 7,255 12,410
    STAPLES INC 29,018 25,960
    STARBUCKS CORP 302,364 322,070
    STEWART ENTERPRISES 328,842 301,248
    STIFEL FINL CORP 5,712 6,410
    STRATASYS INC 8,122 9,123
    SUNCOR ENERGY INC 389,758 380,556
    TECHNE CORP 11,096 11,946
    TESORO CORP 574,985 555,968
    THERMO FISHER SCIENTIFIC 24,207 24,149
    THERMO FISHER SCIENTIFIC 430,061 386,742
    TRANSATLANTIC HOLDINGS INC    
    TRANSOCEAN INC    
    TRAVELERS COS    
    TYCO INTLLTD 490,485 500,731
    ULTIMATE SOFTWARE GROUP 4,923 6,512
    UNDER ARMOUR INC 2,832 3,590
    UNITED STATES STEEL CORP 27,464 17,649
    UNITED TECH CORP 548,200 453,158
    UNVL TECH INST    
    US BANCORP    
    V C A ANTECH INC    
    VALMONT IND INC 9,673 11,349
    VARIAN MEDICAL SYS 7,699 12,083
    VERTEX PHARMA INC 516,568 424,092
    W M S INDS INC 16,676 16,950
    WADDELL & REED FINL 9,315 14,862
    WEATHERFORD INTL LTD 576,519 316,224
    WRIGHT MEDICAL GRP INC    
    XO GROUP INC 5,887 3,336
    YAHOO INC 15,353 15,630

    TY 2011 InvestmentsOtherSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN AT COST 4,118,112 4,215,119
    GLDMN SACHS LOCL EMRG MKT DBT AT COST 1,454,939 1,367,283
    LOOMIS SAYLES ABSOLUTE STRG Y AT COST 787,433 721,698
    LOOMIS SAYLES BOND FD AT COST 965,110 1,009,224
    LOOMIS SAYLES GLBL BD FD AT COST 799,429 836,253
    METROPOLITAN WEST TOTAL RET BD FD AT COST 1,060,348 1,085,890
    PIMCO FOREIGN BD UNHDG FD AT COST 1,216,448 1,287,170
    PIMCO LOW DURATION FD AT COST 3,400,316 3,450,279
    PIMCO REAL RETURN FD AT COST 1,003,545 1,175,517
    PIMCO TOTAL RETURN FD AT COST 2,493,855 2,571,258
    RIDGEWORTH US GOV SEC ULTR SHT AT COST 1,782,749 1,785,734
    SIT US GOVT SEC FD AT COST 727,138 721,409
    AQR MGD FUTURES STAT FD AT COST 386,713 368,613
    DFA EMG MKT CORE EQ PORT AT COST 154,534 150,500
    DFA INTL SMALL CO AT COST 92,705 126,543
    DFA LARGE CAP INTL PORT AT COST 237,685 193,513
    DFA REAL ESTATE SEC PORT AT COST 212,852 189,316
    DFA US LARGE CO PORT AT COST 84,108 84,910
    DFA US SMALL CAP PORT AT COST 198,476 203,830
    FIRST EAGLE GOLD FD AT COST 539,786 598,002
    GLDMN SACHS COMMODITY FD AT COST 122,912 155,120
    HUSSMAN STRATEGIC GROWTH AT COST 755,333 744,036
    PIMCO COMMOD REAL RTN ST FD AT COST 680,387 486,888
    VANGUARD ENERGY FD AT COST 149,491 162,883
    VANGUARD INTL EXPL INV SHS AT COST 227,795 196,330
    GLOBAL BAL ASSET ALLOC FD III AT COST 19,469,710 17,110,309
    WESTFIELD DIVIDEND GWTH FD LP AT COST 1,500,000 1,809,679
    PINE GROVE OFF FD LTD AT COST 3,000,000 2,959,937
    ACL ALTERNATIVE FUND AT COST 2,951,910 2,830,229

    TY 2011 LandEtcSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      10,688 6,886 3,802  


    TY 2011 LegalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 2,984      


    TY 2011 OtherExpensesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES & EXPENSE 9,335 2,333   7,002
    DUES & SUBSCRIPTIONS 6,734 1,683   5,050
    PAYROLL SERVICE FEES 1,408 352   1,056
    TELEPHONE 3,054 764   2,291
    INSURANCE 1,834 459   1,376
    DATA PROCESSING & WEBSITE 8,543     8,543
    INTERN FELLOWSHIPS 597     597
    UTILITIES 2,426 1,213   1,213


    TY 2011 OtherIncomeSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MARSH & MCCLENNAN 1,097 1,097  


    TY 2011 OtherIncreasesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Amount
    PRIOR YEAR GRANTS PAYABLE DEDUCTED ON PAGE 1 308,000


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT & TRADE FE 219,228 219,228    
    CONSULTING FEES 8,972 2,243   6,729


    TY 2011 TaxesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 14,960