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
THE GORDON HARTMAN FAMILY FOUNDATION
 
% GORDON HARTMAN FAMILY FDN
Number and street (or P.O. box number if mail is not delivered to street address)1202 W BITTERS BLDG 1   Room/suite
City or town, state, and ZIP code
SAN ANTONIO, TX78216
A Employer identification number

20-3537281
B Telephone number (see page 10 of the instructions)

(210) 479-2363
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$11,332,091J 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) 585,236
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 293,446 293,446  
5a Gross rents.............. 65,550 65,550  
b Net rental income or (loss) 44,379
6a Net gain or (loss) from sale of assets not on line 10 -82,619
b Gross sales price for all assets on line 6a 2,500,000
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 861,613 358,996  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,463 1,463    
14 Other employee salaries and wages...... 35,956 32,360   3,596
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 812 812 0 0
b Accounting fees (attach schedule)....... Click to see attachment 5,678 5,678 0 0
c Other professional fees (attach schedule).... Click to see attachment 19,461 16,461   3,000
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 11,244 3,004   334
19 Depreciation (attach schedule) and depletion... Click to see attachment 22,767 21,171  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,031 1,016   1,015
23 Other expenses (attach schedule)....... Click to see attachment 417,023 7,873   409,150
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 516,435 89,838 0 417,095
25 Contributions, gifts, grants paid........ 454,347 454,347
26 Total expenses and disbursements. Add lines 24 and 25 970,782 89,838 0 871,442
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -109,169
b Net investment income (if negative, enter -0-) 269,158
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............... 200,782 66,863 66,864
2 Savings and temporary cash investments.......... 1,515,990 1,115,540 1,115,540
3 Accounts receivable bullet322
Less: allowance for doubtful accounts bullet   18,300 322 322
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........... 9,900 2,694 2,694
10a Investments—U.S. and state government obligations (attach schedule) 830,752 Click to see attachment330,752 328,591
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 6,434,266 Click to see attachment7,291,153 7,272,850
11 Investments—land, buildings, and equipment: basis bullet1,008,930
Less: accumulated depreciation (attach schedule) bullet56,289 766,043 952,641 952,641
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet8,291
Less: accumulated depreciation (attach schedule) bullet3,702 6,185 Click to see attachment4,589 4,589
15 Other assets (describe bullet) 51,527 99,238 1,588,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,833,745 9,863,792 11,332,091
Liabilities 17 Accounts payable and accrued expenses.......... 1,500 25,716
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons   115,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,500 140,716
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......... 9,832,245 9,723,076
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).................... 9,832,245 9,723,076
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 9,833,745 9,863,792
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 9,832,245
2 Enter amount from Part I, line 27a..................... 2 -109,169
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,723,076
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 9,723,076
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 ORACLE CORP 5.00% 01/15/2011 500,000 P    
b HEWLETT-PACKARD CO 2.25% 5/27/11 250,000 P    
c MERCK & CO INC 1.875% 06/30/11 250,000 P    
d BELLSOUTH CORP 6.00% 10/15/11 500,000 P    
e HONEYWELL INTERNATIONAL 6.125% 11/1/11 500,000 P    
FEDERAL NATL MTG ASSN 0.75% 12/30/2013 500,000 P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 500,000   510,140 -10,140
b 250,000   251,975 -1,975
c 250,000   250,478 -478
d 500,000   521,526 -21,526
e 500,000   548,500 -48,500
500,000   500,000  
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       -10,140
b       -1,975
c       -478
d       -21,526
e       -48,500
       
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 -82,619
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 754,143 11,824,287 0.063779
2009 843,775 11,427,748 0.073836
2008 799,081 9,926,250 0.080502
2007 886,729 10,197,390 0.086956
2006 387,404 9,933,827 0.038998
2 Total of line 1, column (d) ...................... 2 0.344071
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 0.068814
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 11,014,567
5 Multiply line 4 by line 3....................... 5 757,956
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,692
7 Add lines 5 and 6......................... 7 760,648
8 Enter qualifying distributions from Part XII, line 4.............. 8 871,442
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 2,692
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 2,692
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 2,692
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,694
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 2,694
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet2 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)bulletTX
    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 addressbulletHARTMANSA.ORG
    14
    The books are in care ofbulletGORDON HARTMAN FAMILY FDN Telephone no.bullet (210) 479-2363
    Located atbullet1202 W BITTERS BLDG 1 SUITE 1200SAN ANTONIOTX ZIP+4bullet78216
    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
     
    No
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 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
    GORDON V HARTMANClick to see attachment PRESIDENT
    10.0     		0    
    1500 FAWN BLUFF
    SAN ANTONIO,TX78248
    MARGARET M HARTMANClick to see attachment SECRETARY/TREASURER
    1.0     		0    
    1500 FAWN BLUFF
    SAN ANTONIO,TX78248
    RONALD W HAGAUERClick to see attachment VICE-PRESIDENT
    1.0     		1,463    
    2622 COUNTRY HOLLOW
    SAN ANTONIO,TX78209
    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
     
    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
     
    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 PUBLIC SERVICE ANNOUNCEMENTS TO INCREASE AWARENESS OF CHARITABLE ORGANIZATIONS IN THE SAN ANTONIO AREA AND THE SERVICES THEY PROVIDE. 389,177
    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  
    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
    7,923,656
    b
    Average of monthly cash balances.......................
    1b
    814,280
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    2,444,366
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,182,302
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,182,302
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    167,735
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,014,567
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    550,728
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    550,728
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    2,692
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,692
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    548,036
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    548,036
    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
    548,036
    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
    871,442
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    871,442
    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
    2,692
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    868,750
    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 7 548,036
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:2009, 2008, 2007  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007....... 244,296
    c From 2008....... 311,098
    d From 2009....... 274,080
    e From 2010....... 178,741
    fTotal of lines 3a through e......... 1,008,215
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 871,442
    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..... 548,036
    e Remaining amount distributed out of corpus 323,406
    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 1,331,621
    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 ..........     		0
    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 ......     		1,331,621
    10 Analysis of line 9:
    a Excess from 2007.... 244,296
    b Excess from 2008.... 311,098
    c Excess from 2009.... 274,080
    d Excess from 2010.... 178,741
    e Excess from 2011.... 323,406
    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).)
    GORDON V HARTMAN
    MARGARET M HARTMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    ALS ASSOCIATION
    8600 WURZBACH ROAD SUITE 700
    SAN ANTONIO,TX78240     		NONE PUBLIC CONTINUUM OF CARE 10,000
    DOWN SYNDROME ASSOCIATION
    2800 N W INTERSTATE 410 LOOP FRONTA
    SAN ANTONIO,TX78230     		NONE PUBLIC PALS PROGRAM 15,000
    BRIGHTON CENTER
    14207 HIGGINS ROAD
    SAN ANTONIO,TX78217     		NONE PUBLIC PALS PROGRAM 10,000
    KINETIC KIDS
    P O BOX 630993
    SAN ANTONIO,TX78269     		NONE PUBLIC SPORTS & RECREATION PROGRAM 10,000
    NORTHSIDE EDUCATION FOUNDATION
    6632 BANDERA ROAD BLDG A
    SAN ANTONIO,TX78238     		NONE PUBLIC LEADERSHIP THROUGH DANCE 5,000
    PROJECT MEND
    1201 AUSTIN STREET
    SAN ANTONIO,TX78208     		NONE PUBLIC CHILDRENS ASSISTIVE TECHNOLOGY 5,000
    AUTISM COMMUNITY NETWORK
    701 S ZARZAMORA
    SAN ANTONIO,TX78207     		NONE PUBLIC EARLY AUTISM INTERVENTION 10,000
    ANY BABY CAN
    217 HOWARD STREET
    SAN ANTONIO,TX78212     		NONE PUBLIC CRISIS FUND 10,000
    UNICORN CENTERS INC
    4630 HAMILTON WOLFE ROAD
    SAN ANTONIO,TX78229     		NONE PUBLIC PROGRAM EXPENSES 15,000
    DREAM FACTORY OF SAN ANTONIO
    1533 AUSTIN HWY SUITE 102 PMB 105
    SAN ANTONIO,TX78218     		NONE PUBLIC FUND DREAMS 10,000
    TOURETTE SYNDROME ASSOCIATION
    3919 RIVER FOREST DRIVE
    RICHMOND,TX77406     		NONE PUBLIC GENERAL OPERATING EXPENSE 10,000
    ANY BABY CAN OF THE TEXAS HILL COUNTRY
    624 EARL GARRETT STREET
    KERRVILLE,TX78028     		NONE PUBLIC GENERAL OFFICE EXPENSE 5,000
    METHODIST MISSION HOME
    6487 WHITBY ROAD
    SAN ANTONIO,TX78240     		NONE PUBLIC SOUTHWEST CENTER FOR HIGHER INDEPENDENCE 5,000
    CAMP ARANZAZU
    5420 FM 1781
    ROCKPORT,TX78382     		NONE PUBLIC CAMP EXPENSES 5,000
    ACHIEVERS CENTER FOR EDUCATION
    5084 DE ZAVALA ROAD
    SAN ANTONIO,TX78249     		NONE PUBLIC UNRESTRICTED 5,000
    ALS ASSOCIATION
    8600 WURZBACH ROAD SUITE 700
    SAN ANTONIO,TX78240     		NONE PUBLIC UNRESTRICTED 5,000
    AMERICAN SUNRISE
    454 SOLEDAD SUITE 300
    SAN ANTONIO,TX78205     		NONE PUBLIC UNRESTRICTED 5,000
    ANY BABY CAN
    217 HOWARD STREET
    SAN ANTONIO,TX78212     		NONE PUBLIC UNRESTRICTED 7,000
    AUTISM TREATMENT CENTER SAN ANTONIO
    16111 NACOGDOCHES ROAD
    SAN ANTONIO,TX78247     		NONE PUBLIC UNRESTRICTED 500
    BLESSED SACRAMENT ACADEMY
    1135 MISSION ROAD
    SAN ANTONIO,TX78210     		NONE PUBLIC UNRESTRICTED 500
    BOYSVILLE INC
    8555 TEXAS 1604 LOOP
    CONVERSE,TX78109     		NONE PUBLIC UNRESTRICTED 10,000
    BUCKNER FANNING CHRISTIAN SCHOOL
    975 MISSION SPRINGS
    SAN ANTONIO,TX78258     		NONE PUBLIC UNRESTRICTED 5,000
    CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL
    2525 LADD ST BLDG 3850
    LACKLAND AFB,TX78236     		NONE PUBLIC UNRESTRICTED 15,000
    CHRISTIAN WORLD MINISTRIES
    6633 WALZEM ROAD
    SAN ANTONIO,TX78239     		NONE PUBLIC UNRESTRICTED 500
    DOWN SYNDROME ASSOCIATION
    2800 N W INTERSTATE 410 LOOP FRONTA
    SAN ANTONIO,TX78230     		NONE PUBLIC UNRESTRICTED 5,000
    ECRH ETHICS IN BUSINESS
    8310 EWING HALSELL DRIVE
    SAN ANTONIO,TX78229     		NONE PUBLIC UNRESTRICTED 3,400
    EPILEPSY FOUNDATION
    10615 PERRIN BEITEL ROAD SUITE 602
    SAN ANTONIO,TX78217     		NONE PUBLIC UNRESTRICTED 10,000
    EVA'S HEROES
    11107 WURZBACH ROAD SUITE 203
    SAN ANTONIO,TX78230     		NONE PUBLIC UNRESTRICTED 28,000
    FABRA ELEMENTRAY SCHOOL PTO
    238 LOHMANN STREET
    SAN ANTONIO,TX78006     		NONE PUBLIC UNRESTRICTED 210
    FAMILY SERVICE ASSOCIATION
    702 SAN PEDRO
    SAN ANTONIO,TX78212     		NONE PUBLIC UNRESTRICTED 20,000
    FOUNDATION FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DRIVE SUITE
    COLUMBIA,MD21046     		NONE PUBLIC UNRESTRICTED 2,500
    FRIENDS OF RONALD MCDONALD HOUSE
    227 LEWIS STREET
    SAN ANTONIO,TX78212     		NONE PUBLIC UNRESTRICTED 2,500
    HOPE FOR THE FUTURE
    2718 W WOODLAWN
    SAN ANTONIO,TX78228     		NONE PUBLIC UNRESTRICTED 500
    INNER CITY DEVELOPMENT
    1300 CHIHUAHUA ST
    SAN ANTONIO,TX78207     		NONE PUBLIC UNRESTRICTED 1,000
    JUDSON ISD TRANSPORTATION
    8012 SHIN OAK DRIVE
    LIVE OAK,TX78233     		NONE PUBLIC UNRESTRICTED 174
    KAGLIFE FOUNDATION INC
    4251 FM 2181 SUITE 230-130
    CORINTH,TX76210     		NONE PUBLIC UNRESTRICTED 50
    LEUKEMIA & LYMPHOMA SOCIETY
    431 ISOM ROAD SUITE 125
    SAN ANTONIO,TX78216     		NONE PUBLIC UNRESTRICTED 250
    MAYS FAMILY YMCA
    21654 BLANCO ROAD
    SAN ANTONIO,TX78260     		NONE PUBLIC UNRESTRICTED 300
    MIRACLE LEAGUE OF SAN ANTONIO
    826 CHULIE
    SAN ANTONIO,TX78216     		NONE PUBLIC UNRESTRICTED 21,050
    MIRACLE LEAGUE OF TEXAS
    P O BOX 9938
    LONGVIEW,TX75608     		NONE PUBLIC UNRESTRICTED 5,000
    MISSION ROAD DEVELOPMENT CENTER
    460 KOPPLOW PLACE
    SAN ANTONIO,TX78221     		NONE PUBLIC UNDRESTRICTED 1,050
    MISSION ROAD MINISTRIES
    3045 EISENHAUER ROAD
    SAN ANTONIO,TX78209     		NONE PUBLIC UNRESTRICTED 10,000
    MORGANS WONDERLAND
    5223 DAVID EDWARDS DRIVE
    SAN ANTONIO,TX78233     		NONE PUBLIC UNRESTRICTED 1,675
    NAMI SA
    510 BELKNAP ST ROOM 224
    SAN ANTONIO,TX78212     		NONE PUBLIC UNRESTRICTED 5,000
    OUR LADY OF THE LAKE UNIVERSITY
    411 SOUTWEST 24TH STREET
    SAN ANTONIO,TX78207     		NONE PUBLIC UNRESTRICTED 1,000
    PALO ALTO COLLEGE
    1400 W VILLARET BLVD
    SAN ANTONIO,TX78224     		NONE PUBLIC UNRESTRICTED 10,000
    PRESA COMMUNITY CENTER
    3721 SOUTH PRESA STREET
    SAN ANTONIO,TX78210     		NONE PUBLIC UNRESTRICTED 150
    RAUL JIMENEZ THANKSGIVING DINNER
    P O BOX 200010
    SAN ANTONIO,TX78219     		NONE PUBLIC UNRESTRICTED 6,000
    REACHING MAXIMUM INDEPENDENCE
    6336 MONTGOMERY DRIVE
    WINDCREST,TX78239     		NONE PUBLIC UNRESTRICTED 5,000
    RESPITE CARE OF SAN ANTONIO
    605 BELKNAP PLACE
    SAN ANTONIO,TX78212     		NONE PUBLIC UNRESTRICTED 5,375
    ROY MAAS YOUTH ALTERNATIVES
    3103 WEST AVENUE
    SAN ANTONIO,TX78213     		NONE PUBLIC UNRESTRICTED 20,001
    SA YOUTH
    1700 TAMPICO STREET
    SAN ANTONIO,TX78207     		NONE PUBLIC UNRESTRICTED 8,500
    SAN ANTONIO INDEPENDENT LIVING SERVICE
    1028 S ALAMO STREET
    SAN ANTONIO,TX78210     		NONE PUBLIC UNRESTRICTED 1,030
    SAN ANTONIO LIVESTOCK EXPOSITION
    723 ATT CENTER PARKWAY
    SAN ANTONIO,TX78219     		NONE PUBLIC UNRESTRICTED 500
    SAN ANTONIO YOUTH CENTERS
    1700 TAMPICO STREET
    SAN ANTONIO,TX78207     		NONE PUBLIC UNRESTRICTED 2,500
    SETON HOME
    1115 MISSION ROAD
    SAN ANTONIO,TX78210     		NONE PUBLIC UNRESTRICTED 399
    ST ANTHONY CATHOLIC HIGH SCHOOL
    205 WEST HUISACHE AVENUE
    SAN ANTONIO,TX78212     		NONE PUBLIC UNRESTRICTED 250
    THE ARC OF SAN ANTONIO
    13430 WEST AVENUE
    SAN ANTONIO,TX78216     		NONE PUBLIC UNRESTRICTED 53,000
    THE TEXAS CAVALIERS FOUNDATION
    7373 BROADWAY SUITE 501
    SAN ANTONIO,TX78209     		NONE PUBLIC UNRESTRICTED 1,400
    UNICORN CENTERS INC
    4630 HAMILTON WOLFE ROAD
    SAN ANTONIO,TX78229     		NONE PUBLIC UNRESTRICTED 15,525
    UNIVERSITY UNITED METHODIST CHURCH
    5084 DE ZAVALA ROAD
    SAN ANTONIO,TX78249     		NONE PUBLIC UNRESTRICTED 900
    WINGS
    7500 HIGHWAY 90 WEST BUILDING 2 SUI
    SAN ANTONIO,TX78227     		NONE PUBLIC UNRESTRICTED 2,000
    SOAR
    1202 W BITTERS BLDG 1 SUITE 1200
    SAN ANTONIO,TX78216     		NONE PUBLIC ADMINISTRATIVE SALARY AND BENEFITS 4,658
    CITY YEAR SAN ANTONIO
    109 B NORTH SAN SABA
    SAN ANTONIO,TX78207     		NONE PUBLIC UNRESTRICTED 10,000
    CYSTIC FIBROSIS FOUNDATION
    6800 PARK 10 BLVD SUITE 131
    SAN ANTONIO,TX78213     		NONE PUBLIC UNRESTRICTED 10,000
    Total .................................bullet 3a 454,347
    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          
    4 Dividends and interest from securities....     14 293,446  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 44,379  
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -82,619  
    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)..   255,206  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13255,206
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    THE GORDON HARTMAN FAMILY FOUNDATION
     
    Employer identification number

    20-3537281
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box 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
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE GORDON HARTMAN FAMILY FOUNDATION
          		Employer identification number

    20-3537281
    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
     
     

    JOSEPH AND RUTH EATON    
    17 REALITOS
       
    SAN ANTONIO, TX   78264

    		$5,000




    (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
     
     

    GORDON V HARTMAN    
    1202 WEST BITTERS RD BLDG 1 STE 120
       
    SAN ANTONIO, TX   78248

    		$375,000




    (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
     
     

    MEH HOLDING COMPANY LTD    
    1202 W BITTERS BLDG 1 SUITE 1200
       
    SAN ANTONIO, TX   78216

    		$194,216




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE GORDON HARTMAN FAMILY FOUNDATION
          		Employer identification number

    20-3537281
    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
    3
    		 REAL ESTATE 2800 NW LOOP, SAN ANTONIO, TX 78230   $194,216 2011-03-08
    (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
    THE GORDON HARTMAN FAMILY FOUNDATION
          		Employer identification number

    20-3537281
    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    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VINCENT BERLANGA 1,878 1,878    
    CARNEIRO CHUMNEY & CO LC 3,800 3,800    

    TY 2011 CompensationExplanation
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Person Name Explanation
    RONALD W HAGAUER LEGAL FEES

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

    TY 2011 DepreciationSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    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
    1711 TRINITY LAND 2008-01-01 23,180   L          
    1711 TRINITY BLDG 2008-01-01 339,730 25,770 SL 39 8,711      
    1711 TRINITY BLDG 2008-01-01 7,750 588 SL 39 199      
    1711 TRINITY BLDG 2008-06-01 100,746 6,565 SL 39 2,583      
    1711 TRINITY BLDG 2009-10-19 997 31 SL 39 26      
    1711 TRINITY BLDG 2009-01-16 94 4 SL 39 2      
    1711 TRINITY BLDG 2009-01-30 206 10 SL 39 5      
    1711 TRINITY BLDG 2009-09-22 346 12 SL 39 9      
    1711 TRINITY SIGNS 2010-03-19 3,326 238 SL 7 475      
    TEAMABILITY IMPRV 2010-03-22 5,883 119 SL 39 151      
    5727 IH 10 LAND 2010-09-01 80,719   L          
    5727 IH 10 BLDG 2010-09-01 238,184 1,781 SL 39 6,107      
    FURNITURE 2008-04-30 1,084 387 SL 7 155      
    SONY CAMCORDER 2008-10-07 357 178 SL 5 71      
    KONICA COPIER 2009-11-03 6,850 1,541 SL 5 1,370      
    410 BUILDING 2011-04-01 146,866   M39   2,671      
    410 BLDG IMPROVMT 2011-05-15 13,553   SL 39 232      
    410 LAND 2011-04-01 47,350   L          

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GENERAL ELEC CAP CORP 4.375% 522,600 502,647
    USAA CAPITAL CORP 2.240% 152,851 150,765
    CARGILL INC 6.375% 783,146 772,493
    GOLDMAN SACHS GROUP INC 3.625% 509,850 503,012
    BOEING CO 1.875% 713,524 707,300
    IBM CORP 2.10% 730,000 745,061
    BERKSHIRE HATHAWAY FIN 4.625% 535,515 531,984
    CORNELL UNIVERSITY 4.350% 324,849 321,870
    WAL-MART STORES INC 3.20% 417,300 411,877
    JPMORGAN CHASE & CO 4.650% 534,500 527,944
    YALE UNIVERSITY 2.90% 477,563 476,442
    GENERAL ELEC CAP CORP 3.75% 298,157 305,680
    BLACKROCK INC 3.5% 402,228 427,131
    PROCTOR & GAMBLE CO 3.5% 316,620 323,051
    PFIZER INC 5.35% 572,450 565,593

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    US Government Securities - End of Year Book Value:

    330,752
    US Government Securities - End of Year Fair Market Value:

    328,591
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2011 LandEtcSchedule2
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE 1,084 542 542  
    SONY CAMCORDER 357 249 108  
    KONICA COPIER 6,850 2,911 3,939  


    TY 2011 LegalFeesSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 812 812    


    TY 2011 OtherExpensesSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PUBLIC SERVICE ANNOUNCEMENTS 389,177     389,177
    OFFICE/SUPPLIES 2,033 2,033    
    MAINTENANCE EXPENSES 2,429 2,429    
    DUES 2,850 2,850    
    EVENT EXPENSE 10,923     10,923
    EVENT RENT EXPENSE 9,050     9,050
    MISCELLANEOUS 561 561    


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROADWAY BANK 8,690 8,690    
    DAVE KLASSEN 4,000 3,000   1,000
    KNAUPE GR 5,000 3,000   2,000
    MISCELLANEOUS 1,771 1,771    


    TY 2011 TaxesSchedule
    Name:
    THE GORDON HARTMAN FAMILY FOUNDATION
    EIN: 20-3537281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 3,338 3,004   334
    EXCISE TAXES 7,906