TY 2011 Form 990PF

- TIN:

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

Check all that apply:Initial returnInitial return of a former public charityFinal return

Amended returnAddress changeName change

Name of foundation
FRED M AND JESSIE A KIRBY
EPISCOPAL HOUSE INC

Number and street (or P.O. box number if mail is not delivered to street address)381 SUNSET ROAD Room/suite

City or town, state, and ZIP code
MOUNTAINTOP, PA187071770

A Employer identification number

24-0826175

B Telephone number (see page 10 of the instructions)

(570) 474-5800

C If exemption application is pending, check here bullet

D 1. Foreign organizations, check here . bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation 2. Foreign organizations meeting the 85% test,
check here and attach computation bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,842,684J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here bullet

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	182,887
2	Check
3	Interest on savings and temporary cash investments	16,528		11,036	16,528
4	Dividends and interest from securities......	148,314		148,314	148,314
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		10,835
b	Gross sales price for all assets on line 6a 1,221,669
7	Capital gain net income (from Part IV, line 2)...			1,731
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).......		34,547		34,547
12	Total. Add lines 1 through 11........	393,111		161,081	199,389
13	Compensation of officers, directors, trustees, etc.	33,631				33,631
14	Other employee salaries and wages......	54,523				54,523
15	Pension plans, employee benefits.......	23,666				23,666
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,950	2,100		3,850
c	Other professional fees (attach schedule)....		27,132	27,132
17	Interest...............
18	Taxes (attach schedule) (see page 14 of the instructions)		9,802	9,802
19	Depreciation (attach schedule) and depletion...		90,338
20	Occupancy..............	39,590				39,590
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		51,197			51,197
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	335,829		39,034		206,457
25	Contributions, gifts, grants paid........	0				0
26	Total expenses and disbursements. Add lines 24 and 25	335,829		39,034		206,457
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	57,282
b	Net investment income (if negative, enter -0-)			122,047
c	Adjusted net income (if negative, enter -0-)...				199,389

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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	240	105	105
	2	Savings and temporary cash investments..........	83,464	154,250	154,250
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)	298,946	332,607	332,607
	b	Investments—corporate stock (attach schedule)........	4,594,077	4,207,162	3,903,334
	c	Investments—corporate bonds (attach schedule)........	53,719	199,383	199,383
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis 2,229,280
		Less: accumulated depreciation (attach schedule) 976,275	1,233,131	1,253,005	1,253,005
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,263,577	6,146,512	5,842,684
	17	Accounts payable and accrued expenses..........
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................	6,263,577	6,105,724
	25	Temporarily restricted................		40,788
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		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
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	6,263,577	6,146,512
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	6,263,577	6,146,512

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	6,263,577
2	Enter amount from Part I, line 27a.....................	2	57,282
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	6,320,859
5	Decreases not included in line 2 (itemize)	5	174,347
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	6,146,512

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.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,731
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 . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

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	232,635	4,185,208	0.055585
2009	338,726	4,189,775	0.080846
2008	504,516	4,924,405	0.102452
2007	449,992	5,641,867	0.079759
2006	338,794	5,143,195	0.065872

2	Total of line 1, column (d) ......................	2	0.384514
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	0.076903
4	Enter the net value of noncharitable-use assets for 2011 from Part X, line 5.....	4	4,887,568
5	Multiply line 4 by line 3.......................	5	375,869
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	1,220
7	Add lines 5 and 6.........................	7	377,089
8	Enter qualifying distributions from Part XII, line 4..............	8	316,669
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	2,441
	hereand 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	2,441
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	2,441
6	Credits/Payments:

a	2011 estimated tax payments and 2010 overpayment credited to 2011	6a
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	3,132
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,132
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	58
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	633
11	Enter the amount of line 10 to be: Credited to 2012 estimated tax633	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) bullet

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 .

Yes

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..........................

Yes

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

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) .......

Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

STEPHEN B KILLIAN Telephone no. bullet

(570) 718-1200

Located at bullet

345 PIERCE STREETKINGSTONPA ZIP+4 bullet

18704

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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? .................

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

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.) .........

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year?.....................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)...YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)?

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay

premiums on a personal benefit contract?....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
WADE HO KIRBY	VICE PRES 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	VICE PRES 0.00	0	0	0
STEPHEN KILLIAN	TREASURER 0.25	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TREASURER 0.25	0	0	0
SLATER KIRBY	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
REVPAUL MARSHALL	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
REV DANIEL GUNN	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
MARIAN BURKE	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
LINDA KIRBY	SECRETARY 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	SECRETARY 0.00	0	0	0
KATHARINE CULBERTSON PRENTICE	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
JESSIE K LEE	PRESIDENT 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	PRESIDENT 0.00	0	0	0
GRACE K CULBERTSON	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
CLAUDIA SHARP	MANAGER 40.00	33,631	3,364	0
381 SUNSET RD MOUNTAIN TOP,PA18707	MANAGER 40.00	33,631	3,364	0
BETSY BELL CONDRON	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
MARIAN J LEE	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
EUGENE MILES PRENTICE IV	TRUSTEE 0.00	0	0	0
381 SUSNSET ROAD MOUNTAINTOP,PA18707	TRUSTEE 0.00	0	0	0

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...................

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	THE ORGANIZATION IS AN ENDOWED CONFERENCE CENTER AVAILABLE TO THE CHARITABLE, EDUCATIONAL AND RELIGIOUS COMMUNITY.	279,861
2


3


4

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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,842,948

Average of monthly cash balances.......................

119,050

Fair market value of all other assets (see page 24 of the instructions)............

Total (add lines 1a, b, and c).........................

4,961,998

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,961,998

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25

of the instructions) ...........................

74,430

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

4,887,568

Minimum investment return. Enter 5% of line 5..................

244,378

Part XI

Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2011 from Part VI, line 5......

Income tax for 2011. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see page 25 of the instructions)...........

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

Part XII

Qualifying Distributions (see page 25 of the instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

206,457

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

110,212

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

316,669

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)............

Adjusted qualifying distributions. Subtract line 5 from line 4..............

316,669

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)

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
2 Undistributed income, if any, as of the end of 2011:
a Enter amount for 2010 only.......
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: $ 316,669
a Applied to 2010, but not more than line 2a
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.....
e Remaining amount distributed out of corpus		316,669
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		316,669
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 ..........
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total
	199,389	192,815	143,747	181,233	717,184
b 85% of line 2a .........	169,481	163,893	122,185	154,048	609,607
c Qualifying distributions from Part XII, line 4 for each year listed .....	316,669	232,635	339,817	505,942	1,395,063
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 ....	316,669	232,635	339,817	505,942	1,395,063
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...	162,919	139,507	139,659	164,147	606,232
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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals or organizations
under other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

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	16,528
4 Dividends and interest from securities....			14	148,314
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.....
8Gain or (loss) from sales of assets other than inventory			14	1,731	9,104
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aCONFERENCE AND RETREAT SERVIC					34,547
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				166,573	43,651

13Total. Add line 12, columns (b), (d), and (e)..................

13210,224

(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.	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.)
11B	CONFERENCE AND RETREAT SERVICE FEES ARE EXEMPT PURPOSE

Form 990-PF (2011)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

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.

	Signature of officer or trustee	Date	Title

Preparer's Signature	Date	Check if self- employed	PTIN
Firm's name Firm's address		Firm's EIN
		Phone no.

Form 990-PF (2011)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2011

Name of organization

FRED M AND JESSIE A KIRBY
EPISCOPAL HOUSE INC

Employer identification number

24-0826175

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2

Name of organization FRED M AND JESSIE A KIRBY EPISCOPAL HOUSE INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part I	Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	ACORN FOUNDATION INC PO BOX 1945 MORRISTOWN, NJ 07962	$31,887	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	GUILFORD FOUNDATION PO BOX 13439 RICHMOND, VA 23225	$60,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	AP KIRBY JR FOUNDATION INC PO BOX 90 MENDHAM, NJ 07945	$91,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3

Name of organization FRED M AND JESSIE A KIRBY EPISCOPAL HOUSE INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part II	Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Name of organization
FRED M AND JESSIE A KIRBY
EPISCOPAL HOUSE INC

Employer identification number

24-0826175

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2011 AccountingFeesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	5,950	2,100		3,850

- TIN:

TY 2011 CompensationExplanation

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Person Name	Explanation
WADE HO KIRBY
STEPHEN KILLIAN
SLATER KIRBY
REVPAUL MARSHALL
REV DANIEL GUNN
MARIAN BURKE
LINDA KIRBY
KATHARINE CULBERTSON PRENTICE
JESSIE K LEE
GRACE K CULBERTSON
CLAUDIA SHARP
BETSY BELL CONDRON
MARIAN J LEE
EUGENE MILES PRENTICE IV

- TIN:

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

TY 2011 DepreciationSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
LAND	1990-01-01	12,720
BLDG & IMPROVEMENT	1990-01-01	349,128	337,375	S/L	31.5000	11,083
VEHICLE	1990-01-01	13,776	13,776	S/L	3.0000
FURNISHINGS & EQUIPMENT	1991-01-01	141,617	141,617	S/L	7.0000
LAWN MOWERS	1992-06-19	528	528	S/L	5.0000
FILING CABINET	1992-08-21	214	214	S/L	5.0000
PAINTING	1992-09-09	17,995	17,995	S/L	7.0000
BOILER	1993-09-21	2,395	2,395	S/L	5.0000
WATER PUMP & TANK	1994-08-30	7,785	7,785	S/L	5.0000
EDGER	1994-06-10	476	476	S/L	5.0000
DELTA ELECTRIC	1998-10-05	3,628	3,628	S/L	7.0000
PENTIUM166=COMP GARDEN	1998-01-02	1,016	1,016	S/L	3.0000
TILE DISTRIBUTORS	1998-07-01	6,469	6,469	S/L	7.0000
ANTONIO BARATTA	1998-07-01	6,800	6,800	S/L	7.0000
TOM YOUNG-ELECTRICAL	1998-03-26	1,720	1,720	S/L	7.0000
JOS. BUSACCO	1998-07-01	2,720	2,720	S/L	7.0000
WICKES LUMBER	1998-07-01	4,572	4,572	S/L	7.0000
ROOF CANOPY-POWER BLDRS	1999-06-02	8,349	2,471	S/L	39.0000	214
CARPETING-MTTOP INTERIORS	1999-10-25	1,086	1,086	200DB	7.0000
GARAGE DOOR-QUALITY	1999-02-15	610	610	200DB	7.0000
WINDOW GLASS-GERMANO	1999-10-25	500	500	200DB	7.0000
CHAIR UPHOLSTER-WISE	1999-07-15	850	850	200DB	7.0000
CARPET-MTTOP INTERIOR	1999-03-08	1,200	1,200	200DB	7.0000
SPREADS-M.D. BROWN	1999-03-05	631	631	200DB	7.0000
MATRESSES-BEDROOM WHSE	1999-02-12	1,299	1,299	200DB	7.0000
ROOF IMPROVMENT-ROOF PRO	1999-05-11	825	825	200DB	7.0000
CHIMNEY REPAIR-POWER BLDR	2000-01-24	5,150	1,447	S/L	39.0000	132
WINDOW GLASS-GERMANO	2000-02-07	865	865	200DB	7.0000
CARPETING-MTTOP INTERIORS	2000-02-07	2,174	2,174	200DB	7.0000
POOL BATHHOUSE ROOF-ROOF PRO	2000-08-31	18,916	5,032	S/L	39.0000	485
CHAIRS-DAVIS PAINTING	2000-05-03	1,100	1,100	200DB	7.0000
PORCH COLUMNS-POWER BLDR	2000-05-30	11,025	3,004	S/L	39.0000	282
FRONT PORCH-POWER BLDR	2000-08-15	6,341	1,687	S/L	39.0000	162
TRACTOR - MT LAWN	2000-10-09	4,324	4,324	200DB	7.0000
TRUCK-MOTORWORLD	2000-10-23	22,062	22,062	200DB	5.0000
BATH/BULK DOORS-KELLY	2000-11-20	1,450	376	S/L	39.0000	38
ARCHITECT (IMPROV) KINSMAN	2000-12-31	8,218	2,116	S/L	39.0000	211
WEATHERVANE-DENN/LANE	2000-11-20	1,500	1,500	200DB	7.0000
SIDEPORCH-POWER BLDR	2000-11-30	8,703	2,259	S/L	39.0000	224
DISHWASHER-ARTIC AIR	2000-12-28	6,254	6,254	200DB	7.0000
HP PRINTER-STAPLES	2000-12-28	400	400	200DB	3.0000
ELECTRICAL WORK-DELTA	2000-12-28	1,301	335	S/L	39.0000	33
FRONT PORCH-POWER BLDR	2000-12-28	6,298	1,622	S/L	39.0000	161
FRONT PORCH ROOF-ROOF PRO	2000-12-28	4,000	1,030	S/L	39.0000	102
WATER PIPE-BUTTON	2000-12-28	2,500	644	S/L	39.0000	64
EXCAVATING-REESE	2000-12-28	13,088	3,370	S/L	39.0000	335
ELECTRICAL-ARC	2000-12-28	16,000	4,120	S/L	39.0000	410
KITCHEN FLOOR-GIANT	2000-12-28	6,110	6,110	200DB	7.0000
WINDOW TREATMENT-BOSCOV	2000-12-28	6,987	6,987	200DB	7.0000
CARPET-MTTOP INTERIOR	2000-11-20	826	826	200DB	7.0000
TENNIS BLACKTOP-MILLAN	2000-07-24	24,000	6,436	S/L	39.0000	615
TENNIS SURFACE-EYDLER	2000-10-09	6,200	6,200	200DB	7.0000
POOL PROJECT-VARIOUS	2000-12-28	109,165	28,108	S/L	39.0000	2,799
POOL-VARIOUS	2001-07-01	16,109	3,907	S/L	39.0000	413
KITCHEN-POWER BLDRS	2001-02-28	2,146	543	S/L	39.0000	55
PORCH - POWER BLDRS	2001-06-07	4,500	1,101	S/L	39.0000	115
WEATHERVANE-DENNINGER	2001-10-18	5,458	1,289	S/L	39.0000	140
CATCH BASINS-REESE EXC	2001-12-06	1,535	356	S/L	39.0000	39
CARPET, ETC-MTTOP IN	2001-02-28	1,652	1,652	200DB	7.0000
ROOF-ROOF PRO	2001-06-07	17,798	4,354	S/L	39.0000	457
ASBESTOS REMOVAL	2001-09-10	14,375	3,425	S/L	39.0000	368
GARAGE/APT-ROOF PRO	2001-11-29	2,879	699	S/L	39.0000	73
ARCHITECT-KINSMAN-HOUSE	2001-07-01	14,019	3,400	S/L	39.0000	359
HOUSE/POOL IMPV	2002-07-15	13,262	2,876	S/L	39.0000	340
WATER TOWER IMPROV	2003-09-10	32,725	6,118	S/L	39.0000	840
EAVES/DECK	2003-01-17	11,200	2,285	S/L	39.0000	288
ROOF	2003-05-30	10,309	2,016	S/L	39.0000	264
ROOF/GUTTER	2003-06-07	3,618	700	S/L	39.0000	92
BREEZEWAY	2003-05-30	8,535	1,669	S/L	39.0000	219
BLDG IMPROV	2003-06-30	6,831	1,321	S/L	39.0000	175
MASONRY-GARAGE DOORS	2004-11-08	3,068	482	S/L	39.0000	79
SOFFITS	2004-11-08	5,985	940	S/L	39.0000	153
LIGHTNING PROTECTOR	2004-10-15	1,130	987	200DB	10.0000	37
ROOF NO 8 MORNING ROOM	2004-05-19	11,198	1,902	S/L	39.0000	287
LAWN AERATOR	2004-06-10	1,495	1,470	200DB	7.0000	25
BATHROOM NO 8	2004-10-21	8,274	1,317	S/L	39.0000	212
DOORS POOL HOUSE	2004-06-03	2,200	369	S/L	39.0000	56
MANAGERS APT IMPRV	2004-03-31	949	165	S/L	39.0000	25
BATHROOM 8	2005-11-21	4,092	1,387	S/L	15.0000	273
TABLES	2005-09-13	395	395	S/L	5.0000
GABLE-SOFFITS	2005-09-20	2,726	954	S/L	15.0000	182
ROOF	2005-10-27	9,017	1,553	S/L	30.0000	301
STORM WINDOWS	2005-05-27	1,500	558	S/L	15.0000	100
SMOKE DETECTOR SYSTEM	2005-03-04	2,485	1,450	S/L	10.0000	248
TOWER RESTORATION	2005-11-09	4,477	771	S/L	30.0000	149
WINDOWS	2005-09-20	6,866	2,403	S/L	15.0000	458
MOWER/SAW	2005-04-16	10,243	10,243	S/L	5.0000
BLDG RENOVATIONS - KIRBY	2006-12-31	104,494	27,865	S/L	15.0000	6,966
BLDG RENOVATIONS - GUILFORD	2006-12-31	25,305	6,748	S/L	15.0000	1,687
BLDG RENOVATIONS - UNRESTRICTED	2006-12-31	45,660	12,176	S/L	15.0000	3,044
BLDG RENOVATIONS - A. P. KIRBY	2007-06-30	70,506	12,339	S/L	20.0000	3,525
BLDG RENOVATIONS - PRENTISE	2007-04-11	11,124	2,086	S/L	20.0000	556
BLDG RENOVATIONS - GUILFORD	2007-12-31	56,063	8,409	S/L	20.0000	2,804
BLDG RENOVATIONS - UNRESTRICTED	2007-10-30	130,942	20,732	S/L	20.0000	6,548
WINDOWS	2008-05-01	40,000	5,333	S/L	20.0000	2,000
CHAPEL COLUMNS/DOORS	2008-10-14	59,101	6,649	S/L	20.0000	2,955
CHIMNEY	2008-11-10	25,561	2,769	S/L	20.0000	1,278
FRONT PORCH	2008-12-19	50,990	5,099	S/L	20.0000	2,550
WINDOWS	2008-12-29	34,185	3,419	S/L	20.0000	1,709
CHAPEL RESTORATION	2008-04-15	60,508	8,320	S/L	20.0000	3,025
GARDEN/GATES/ROOF	2008-06-30	52,544	6,568	S/L	20.0000	2,627
BLDG REVOVATIONS - ALLAN P KIRBY FOUNDATION	2009-08-20	64,000	4,267	S/L	20.0000	3,200
BLDG RENOVATIONS - A P KIRBY FOUNDATION	2009-06-30	14,438	1,083	S/L	20.0000	722
BLDG RENOVATONS - GUILFORD FOUNDATION	2009-09-30	27,770	1,736	S/L	20.0000	1,388
BLDG RESTORATION - COLUMS, ROOF, PORCHES	2009-07-20	73,339	5,195	S/L	20.0000	3,667
BUILDING RENOVATIONS - ALLAN P KIRBY FOUNDATI	2010-06-30	2,000	50	S/L	20.0000	100
BUILDING RENOVATIONS-BREEZEWAY	2010-06-30	5,855	146	S/L	20.0000	293
BUILDING RENOVATIONS-GABLE	2010-06-30	15,380	385	S/L	20.0000	769
BUILDING RENOVATIONS-WINDOWS	2010-06-30	11,305	283	S/L	20.0000	565
BUILDING RENOVATIONS-POOL/MISC	2010-06-30	11,080	277	S/L	20.0000	554
WINDOWS	2011-06-30	21,464		S/L	39.0000	298
PORCH RENOVATION	2011-06-30	53,917		S/L	39.0000	749
FURNITURE	2011-06-30	1,678		200DB	5.0000	1,678
DORMER	2011-06-30	8,470		S/L	39.0000	118
BEDROOM RENOVATIONS	2011-06-30	4,450		S/L	39.0000	62
MASONARY RENOVATIONS	2011-06-30	3,218		S/L	39.0000	45
TEAHOUSE	2011-06-30	4,420		S/L	39.0000	61
LIGHTING	2011-06-30	1,729		200DB	5.0000	1,729
BATH RENOVATIONS	2011-06-30	2,000		S/L	39.0000	28
HEATING UNIT	2011-06-30	8,866		150DB	15.0000	8,866

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

TY 2011 GainLossSaleOtherAssetsSch

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
EMERSON ELEC CO	2011-02	PURCHASE	2011-08	21,411	30,074	-8,663
SYSCO CORP	2010-04	PURCHASE	2011-01	14,677	14,760	-83
SYSCO CORP	2010-07	PURCHASE	2011-01	2,935	2,901	34
CATERPILLAR	2010-06	PURCHASE	2011-02	24,725	15,407	9,318
CATERPILALR INC	2010-12	PURCHASE	2011-02	4,945	4,476	469
ASHLAND INC	2010-12	PURCHASE	2011-03	25,236	23,177	2,059
PIMCO TOTAL RETURN FUDN -INST	2010-04	PURCHASE	2011-03	130,440	132,120	-1,680
PARKER HANNIFIN CORPORATION	2010-12	PURCHASE	2011-03	8,661	8,550	111
TJX COMPANIES INC	2010-03	PURCHASE	2011-03	9,967	8,313	1,654
TJX COMPANIES INC	2010-09	PURCHASE	2011-03	14,950	12,325	2,625
PPG INDUSTRIES	2010-12	PURCHASE	2011-03	23,962	19,968	3,994
FNMA 2.9%	2010-09	PURCHASE	2011-04	50,000	50,666	-666
BHP BILLITON LTD SPONS	2010-09	PURCHASE	2011-05	28,495	21,219	7,276
FHLB 2.2%	2010-12	PURCHASE	2011-06	100,000	100,000
HEWLETT PACKARD COMPANY	2010-12	PURCHASE	2011-08	9,875	17,603	-7,728
MARRIOTT INTERNATIONAL INC CLA A	2010-12	PURCHASE	2011-08	19,631	30,917	-11,286
FHLBV-A 2.25%	2011-01	PURCHASE	2011-08	50,000	50,000
EL PASO CORPORATION	2010-12	PURCHASE	2011-10	7,343	4,078	3,265
PEABODY ENERGY CORP	2010-12	PURCHASE	2011-12	15,427	25,231	-9,804
AVON PRODUCTS	2009-12	PURCHASE	2011-03	12,623	8,594	4,029
PARKER HANNIFIN CORP	2009-05	PURCHASE	2011-03	17,322	9,061	8,261
COLUMBIA INCOME OPPORT Z	2003-07	PURCHASE	2011-04	53,680	57,454	-3,774
PIMCO TOTAL RETURN FUND	2010-04	PURCHASE	2011-04	110,200	110,100	100
HEWLETT PACKARD COMPANY	2006-03	PURCHASE	2011-08	11,541	16,068	-4,527
COLUMBIA INCOME OPPORT Z	2009-12	PURCHASE	2011-08	46,600	45,165	1,435
EL PASO CORP	2009-12	PURCHASE	2011-10	41,609	20,147	21,462
FHLB 1.2%	2010-09	PURCHASE	2011-10	50,000	50,000
ISHR MSCI EAFE INDEX FUND	2010-07	PURCHASE	2011-10	25,640	25,921	-281
VANGUARD SMALL CAP ETF	2010-05	PURCHASE	2011-10	53,845	50,947	2,898
BARCLAYS BANK PLC 8.125%	2010-07	PURCHASE	2011-11	23,350	25,052	-1,702
ISHR MSCI EAFE INDEX FUND	2010-07	PURCHASE	2011-11	67,463	72,579	-5,116
LABORATORY CORP AMERICAN HLDGS	2009-01	PURCHASE	2011-11	14,267	10,720	3,547
TEVA PHARMACEUTICAL INDS LTD	2009-12	PURCHASE	2011-11	19,340	26,054	-6,714
EATON VANCE LARGE CAP VAL	2010-03	PURCHASE	2011-12	59,778	61,187	-1,409
FFCB 3.25%	2010-12	PURCHASE	2011-12	50,000	50,000

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TY 2011 InvestmentsCorpBondsSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Name of Bond	End of Year Book Value	End of Year Fair Market Value
JP MORGAN CHASE 2.05% 1/24/2014	50,038	50,038
GOLDMAN SACHS GROUP 5.125% 1/15/15	51,105	51,105
HEWLETT PACKARD CO 2.125% 9/13/2015	98,240	98,240

- TIN:

TY 2011 InvestmentsCorpStockSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	36,550	36,550
ADOBE SYS INC.	28,270	28,270
AIR PRODUCTS & CHEMICALS INC.	42,595	42,595
ALL SCRIPTS HEALTHCARE SOLUTIONS	28,410	28,410
AMAZON.COM INC.	17,310	17,310
APACHE CORP	21,739	21,739
APPLE INC	60,750	60,750
ASHLAND INC.
AT&T INC	30,240	30,240
AVON PRODS INC
BARCLAYS BANK PLC
BCE INC	22,919	22,919
BHP BILLITON LTD SPONS ADR
CATERPILLAR INC.
CHEVRON CORP	42,560	42,560
CISCO SYS	14,464	14,464
CLOROX COMPANY	26,624	26,624
COLUMBIA HIGH YLD
COLUMBIA INCOME OPPORTUNITIES FUND	41,493	41,493
CONOCO PHILLIPS	35,342	35,342
CVS CAREMARK CORP	34,663	34,663
DANAHER CORP	47,040	47,040
DISNEY WALT CO	33,750	33,750
DU PONT E I DE NEMOURS & CO	45,780	45,780
EATON VANCE LARGE-CAP VAL-1
ECOLAB INC	34,686	34,686
EL PASO CORPORATION
EMC CORP	32,310	32,310
EXELON CORP	7,373	7,373
EXPRESS SCRIPTS INC CL A	22,345	22,345
EXXON MOBIL	42,380	42,380
GENERAL ELECT CAP CORP	51,740	51,740
GENERAL ELEC CO	32,238	32,238
GOLDMAN SACHS GROUP INC	13,565	13,565
GULF POWER CO	58,500	58,500
HEWLETT PACKARD
ILLINOIS TOOL	23,355	23,355
INTEL	24,250	24,250
INTL. BUSINESS MACHINE CORP	45,970	45,970
ISHARES MSCI	70,580	70,580
JOHNSON CONTROLS INC	31,260	31,260
JP MORGAN CHASE	24,106	24,106
LABORATORY CORP AMER HLDG
LOWES COS INC	27,918	27,918
MARRIOTT INTERNATIONAL INC
MCDONALDS	35,115	35,115
MCKESSON CORP	31,164	31,164
MERCK & CO INC	33,930	33,930
MET LIFE	21,826	21,826
MICROSOFT	31,282	31,282
NATIXIS AEW REAL ESTATE Y	115,230	115,230
NORDSTROM INC	23,612	23,612
OCCIDENTAL PET	22,488	22,488
PARKER HANNIFAN CORP
PEABODY ENERGY CORP
PEAPACK-GLADSTONE MM	195,060	195,060
PEPSICO	49,762	49,762
PFIZER	25,968	25,968
PHILIP MORRIS INTL INC	45,126	45,126
PIMCO COMMODITY REALRETURN	164,079	164,079
PIMCO DEVELOPING LOCAL MARKETS FUND	43,806	43,806
PIMCO TOTAL RETURN FUND	767,851	767,851
PNC FINL SVCS GROUP INC	23,068	23,068
PPG INDUSTRIES INC
PROCTER & GAMBLE CO	50,032	50,032
PRUDENTIAL FINL INC	12,530	12,530
QUESTAR CORP	4,965	4,965
SCHLUMBERGER LTD	30,739	30,739
SEMPRA ENERGY	12,375	12,375
SPDR S&P MIDCAP 400 ETF TRUST	303,828
SOUTHERN CO	27,774	27,774
SPDR S&P 500 ETF TRUST	150,600	150,600
SYSCO CORP
TARGET CORP	25,610	25,610
TEVA PHARMACEUTICAL INDS SPONS ADR
THERMO FISHER SCIENTIFIC	12,591	12,591
TJX COS INC
UGI CORP	22,050	22,050
UNION PAC CORP	36,549	36,549
UNITED PARCEL SVC	43,914	43,914
UNITED TECHNOLOGIES	43,123	43,123
US BANORP DEL	17,988	17,988
VANGUARD EMERGING MARKETS FUND ETF	225,439	225,439
VANGUARD GROWTH & INCOME	43,262	43,262
VANGUARD SMALL-CAP ETF	243,845	243,845
VISA INC CL A	35,535	35,535
WASTE MGMT INC DEL	32,710	32,710
WEATHERFORD INTERNATIONAL LTD	29,280	29,280
WELLS FARGO & CO	19,981	19,981

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TY 2011 LandEtcSchedule2

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS AND EQUIPMENT	2,216,560	976,275	1,240,285	1,240,285
LAND	12,720		12,720	12,720

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TY 2011 OtherDecreasesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description	Amount
UNREALIZED LOSS ON INVESTMENTS	174,347

- TIN:

TY 2011 OtherExpensesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
BUILDING REPAIRS	13,891	13,891
MISCELLANEOUS	4,125	4,125
INSURANCE	10,262	10,262
TELEPHONE	1,661	1,661
GARDEN SUPPLIES	3,497	3,497
GASOLINE, TIRES	1,020	1,020
STATIONARY & OFFICE SUPPLIES	840	840
RENT	1,797	1,797
OUTSIDE LABOR	1,101	1,101
ADDITONAL REPAIRS	2,571	2,571
FOOD AND BEVERAGE	6,776	6,776
LAUNDRY SERVICES	2,179	2,179
OFFICE EXPENSE	633	633
GAS FOR STOVES	538	538
BANK CHARGES	145	145
SUPPLIES AND INCIDENTALS	91	91
DUES AND SUBSCRIPTIONS	70	70

- TIN:

TY 2011 OtherIncomeSchedule2

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CONFERENCE AND RETREAT SERVIC	34,547		34,547

- TIN:

TY 2011 OtherProfessionalFeesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEE	27,132	27,132

- TIN:

TY 2011 TaxesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	9,802	9,802