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
HARDING EDUCATIONAL AND CHARITABLE
FOUNDATION P61173004

Number and street (or P.O. box number if mail is not delivered to street address)JPMORGAN CHASE BANK PO BOX 3038   Room/suite
City or town, state, and ZIP code
MILWAUKEE, WI53201
A Employer identification number

13-6083440
B Telephone number (see page 10 of the instructions)

(414) 977-1210
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$5,211,946J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 40 40  
4 Dividends and interest from securities...... 162,613 162,610  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -174,127
b Gross sales price for all assets on line 6a 717,072
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........ -11,474 162,650  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 71,432 57,146   14,286
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,674 0   3,674
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 4,774 1,345   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 250 0   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,130 58,491   18,210
25 Contributions, gifts, grants paid........ 242,000 242,000
26 Total expenses and disbursements. Add lines 24 and 25 322,130 58,491   260,210
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -333,604
b Net investment income (if negative, enter -0-) 104,159
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............... 15,831 52,236 52,236
2 Savings and temporary cash investments.......... 42,732 202,535 202,535
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment293,812 384,726
b Investments—corporate stock (attach schedule)........ 3,499,249 Click to see attachment2,979,517 3,563,958
c Investments—corporate bonds (attach schedule)........ 1,286,537 Click to see attachment992,725 1,008,491
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,844,349 4,520,825 5,211,946
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
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......... 4,844,349 4,520,825
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,844,349 4,520,825
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,844,349 4,520,825
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 4,844,349
2 Enter amount from Part I, line 27a..................... 2 -333,604
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 10,080
4 Add lines 1, 2, and 3.......................... 4 4,520,825
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,520,825
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 686,074   891,199 -205,125
b 30,998     30,998
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -205,125
b       30,998
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -174,127
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 257,685 5,271,363 0.048884
2009 279,823 4,717,824 0.059312
2008 263,414 5,708,973 0.046140
2007 315,990 6,727,332 0.046971
2006 315,211 6,258,291 0.050367
2 Total of line 1, column (d) ...................... 2 0.251674
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 0.050335
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 5,503,183
5 Multiply line 4 by line 3....................... 5 277,003
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,042
7 Add lines 5 and 6......................... 7 278,045
8 Enter qualifying distributions from Part XII, line 4.............. 8 260,210
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 2,083
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 2,083
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,083
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,480
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 2,480
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 10 397
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet397 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletNY
    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 addressbulletN/A
    14
    The books are in care ofbulletJPMORGAN CHASE BANK NA Telephone no.bullet (212) 648-1497
    Located atbullet270 PARK AVENUE FLOOR 16NEW YORKNY ZIP+4bullet10017
    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
    JPMORGAN CHASE BANK NA CO-TRUSTEE
    2.00     		61,477 0 0
    PO BOX 3038
    MILWAUKEE,WI53201
    TIMOTHY L THOMPSON ESQ CO-TRUSTEE
    1.00     		9,955 0 0
    C/O 270 PARK AVE FL 16
    NEW YORK,NY10017
    FAITH HARDING MORI CO-TRUSTEE
    1.00     		0 0 0
    C/O 270 PARK AVE FL 16
    NEW YORK,NY10017
    ROBERT L HARDING JR CO-TRUSTEE
    1.00     		0 0 0
    C/O 270 PARK AVE FL 16
    NEW YORK,NY10017
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,507,404
    b
    Average of monthly cash balances.......................
    1b
    79,584
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,586,988
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,586,988
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    83,805
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,503,183
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    275,159
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    275,159
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    2,083
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,083
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    273,076
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    10,000
    5
    Add lines 3 and 4............................
    5
    283,076
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    283,076
    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
    260,210
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    260,210
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    260,210
    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 7 283,076
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 223,049
    b Total for prior years:20, 20, 20 0
    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......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 260,210
    a Applied to 2010, but not more than line 2a 223,049
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2011 distributable amount..... 37,161
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		245,915
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    TIMOTHY THOMPSON ESQ
    88 PINE ST 21
    NEW YORK,NY10005
    (212) 943-0280
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO ORGANIZATIONS QUALIFIED UNDER IRC SECTION 501 (C)(3). NO GRANTS ARE MADE TO INDIVIDUALS.
    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
    BIG BROTHERS BIG SISTERS OF THE MA BAY
    75 FEDERAL STREET FL 5
    BOSTON,MA02110     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    BOSTON COLLEGE HIGH SCHOOL
    150 MORRISSEY BLVD
    DORCHESTER,MA02125     		NONE PUBLIC CHARITY PROGRAM SUPPORT 2,000
    CHILDRENS HOSPITAL OF BOSTON
    300 LONGWOOD AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVE BP452
    BOSTON,MA02115     		NONE PUBLIC CHARITY PROGRAM SUPPORT 15,000
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    FEEDING AMERICA
    35 E WACKER DRIVE S 2000
    CHICAGO,IL60601     		NONE PUBLIC CHARITY PROGRAM SUPPORT 15,000
    FRIENDS OF MONTAUK DOWNS INC
    PO BOX 735
    MONTAUK,NY11954     		NONE PUBLIC CHARITY PROGRAM SUPPORT 500
    GETTING THE WORD OUT INC
    36 CHURCH ST
    SARANAC LAKE,NY12983     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    HEMPSTEAD BOYS & GIRLS CLUB
    40 WASHINGTON AVE
    HEMPSTEAD,NY11550     		NONE PUBLIC CHARITY PROGRAM SUPPORT 7,000
    ISLAND SCHOOL
    8552 NE DAY ROAD
    BAINRIDGE ISLAND,WA98110     		NONE PUBLIC CHARITY PROGRAM SUPPORT 3,000
    KENYON COLLEGE
    209 CHASE AVENUE
    GAMBIER,OH43022     		NONE PUBLIC CHARITY PROGRAM SUPPORT 500
    LAKE GEORGE LAND CONSERVANCY
    4905 LAKE SHORE DR
    BOLTON LANDING,NY12814     		NONE PUBLIC CHARITY PROGRAM SUPPORT 500
    LANDMARK ON MAIN STREET
    232 MAIN ST
    PORT WASHINGTON,NY11050     		NONE PUBLIC CHARITY PROGRAM SUPPORT 13,000
    MADD OF MASSACHUSETTS
    21 PARK ST STE 217
    ATTLEBORO,MA02703     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    MASSACHUSETTS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    MASSACHUSETTS CITIZENS FOR CHILDREN
    14 BEACON STREET STE 706
    BOSTON,MA02108     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CA
    350 S HUNTINGTON AVE
    BOSTON,MA02130     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    MOUNT UNION COLLEGE
    1972 CLARK AVE
    ALLIANCE,OH44601     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    MUSEUM OF FINE ARTS - BOSTON
    465 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    NASSAU COUNTY COALITION AGAINST DOM
    15 GRUMMAN ROAD W
    BETHPAGE,NY11714     		NONE PUBLIC CHARITY PROGRAM SUPPORT 1,000
    NAT'L WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    NORTH SHORE UNIVERSITY HOSPITAL
    972 BRUSH HOLLOW ROAD 5TH FL
    WESTBURY,NY11590     		NONE PUBLIC CHARITY PROGRAM SUPPORT 12,000
    PINE STREET INN INC
    44 HARRISON AVE
    BOSTON,MA02118     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    PORT WASHINGTON CHILDRENS CENTER
    232 MAIN ST
    PORT WASHINGTON,NY11050     		NONE PUBLIC CHARITY PROGRAM SUPPORT 8,000
    PORT WASHINGTON LIBRARY FOUNDATION
    ONE LIBRARY DR
    PORT WASHINGTON,NY11050     		NONE PUBLIC CHARITY PROGRAM SUPPORT 3,000
    PORT WASHINGTON YOUTH COUNCIL
    232 MAIN ST
    PORT WASHINGTON,NY11050     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    ROSIE'S PLACE
    688 HARRISON AVE
    BOSTON,MA02118     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    SANCTUARY FOR FAMILIES
    PO BOX 1406
    NEW YORK,NY10268     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SIERRA CLUB FOUNDATION
    85 SECOND ST
    SAN FRANCISCO,CA94105     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCES
    87 SILVER BAY RD
    SILVER BAY,NY12874     		NONE PUBLIC CHARITY PROGRAM SUPPORT 500
    THE FAY SCHOOL
    48 MAIN ST
    SOUTHBOROUGH,MA01772     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    THE HYDE COLLECTION
    161 WARREN ST
    GLENS FALLS,NY12801     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810     		NONE PUBLIC CHARITY PROGRAM SUPPORT 500
    UNITED METHODIST CHURCH OF PORT WASHINGTON
    35 MIDDLE NECK RD
    PORT WASHINGTON,NY11050     		NONE PUBLIC CHARITY PROGRAM SUPPORT 8,000
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    WITTENBERG UNIVERSITY
    200 WEST WARD ST
    SPRINGFIELD,OH45501     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    YOUTH SERVICE OPPORTUNITIES PROJECT INC
    15 RUTHERFORD PL
    NEW YORK,NY10003     		NONE PUBLIC CHARITY PROGRAM SUPPORT 7,500
    Total .................................bullet 3a 242,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 40  
    4 Dividends and interest from securities....     14 162,613  
    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     18 -174,127  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -11,474 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-11,474
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EATON VANCE MUT FDS TR FLT RT CL I - 6121.308 SHS 54,296 53,929
    JPM HIGH YIELD FD - SEL - 31351.965 SHS 210,000 238,902
    JPM TOTAL RETURN FD - SEL - 50668.562 SHS 511,246 505,165
    JPM STR INC OPP FD- 18578.528 SHS 217,183 210,495

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFLAC INC - 200 SHS 9,059 8,652
    ABBOTT LABORATORIES - 700 SHS 37,157 39,361
    APACHE CORP - 200 SHS 20,251 18,116
    APPLE INC. - 200 SHS 41,371 81,000
    BAXTER INTERNATIONAL INC - 200 SHS 11,003 9,896
    BRISTOL MYERS SQUIBB CO - 900 SHS 21,713 31,716
    CVS CAREMARK CORP - 900 SHS 33,154 36,702
    CARDINAL HEALTH INC - 200 SHS 6,319 8,122
    CELGENE CORPORATION - 300 SHS 16,251 20,280
    CISCO SYSTEMS INC - 2000 SHS 48,201 36,160
    COCA-COLA CO - 200 SHS 13,356 13,994
    COLGATE PALMOLIVE CO - 100 SHS 9,067 9,239
    CORNING INC - 1800 SHS 38,592 23,364
    DEERE & CO - 400 SHS 20,550 30,940
    WALT DISNEY CO - 1200 SHS 36,852 45,000
    DOW CHEMICAL CO - 700 SHS 20,650 20,132
    EDISON INTERNATIONAL - 600 SHS 34,656 24,840
    FREEPORT-MCMORAN COPPER & GOLD INC CL B - 600 SHS 25,699 22,074
    HEWLETT-PACKARD CO - 1100 SHS 57,800 28,336
    INTERNATIONAL BUSINESS MACHINES CORP - 800 SHS 3,302 147,104
    INTERNATIONAL GAME TECHNOLOGY - 200 SHS 4,118 3,440
    JOHNSON & JOHNSON - 100 SHS 6,364 6,558
    JOHNSON CONTROLS INC - 2900 SHS 50,590 90,654
    MICROSOFT CORP - 1200 SHS 33,930 31,152
    OCCIDENTAL PETROLEUM CORP - 300 SHS 17,103 28,110
    PARKER-HANNIFIN CORP - 200 SHS 11,196 15,250
    PEPSICO INC - 200 SHS 12,496 13,270
    PFIZER INC - 1700 SHS 56,228 36,788
    PRAXAIR INC - 200 SHS 5,608 21,380
    PROCTER & GAMBLE CO - 1540 SHS 55,656 102,733
    QUALCOMM INC - 600 SHS 25,338 32,820
    SOUTHERN CO - 300 SHS 9,548 13,887
    UNITED TECHNOLOGIES CORP - 1200 SHS 37,257 87,708
    WALMART STORES INC - 1500 SHS 73,028 89,640
    WILLIAMS COMPANIES INC - 400 SHS 12,882 13,208
    XILINX CORP - 1400 SHS 31,962 44,884
    WELLS FARGO & CO - 1419 SHS 87,484 39,108
    BANK OF AMERICA CORP - 1700 SHS 77,010 9,452
    GOLDMAN SACHS GROUP INC - 100 SHS 10,142 9,043
    TARGET CORP - 200 SHS 10,750 10,244
    VERIZON COMMUNICATIONS INC - 900 SHS 31,810 36,108
    DODGE & COX INTL STOCK - 6549.815 SHS 213,000 191,517
    CHEVRON CORP - 400 SHS 22,956 42,560
    YUM BRANDS INC - 400 SHS 14,401 23,604
    GOOGLE INC CL A - 75 SHS 41,946 48,443
    JPM SMALL CAP CORE FD - SEL - 7648.115 SHS 213,000 264,778
    MANAGERS AMG FDS-TIMESSQUARE MID CAP GROWTH FD - 18489.583 SHS 213,000 244,247
    AT&T INC - 1175 SHS 8,964 35,532
    EDGEWOOD GROWTH FD - 8481.764 SHS 100,000 99,067
    STARWOOD HOTELS & RESORTS - 400 SHS 13,554 19,188
    JPM TR I GROWTH ADVANTAGE FD - SEL - 28799.865 SHS 190,000 250,271
    MANNING & NAPIER FUND INC EQU SERIES - 10416.667 SHS 125,000 181,146
    BANK OF NEW YORK MELLON CORP - 900 SHS 23,724 17,919
    ACE LTD NEW - 200 SHS 10,288 14,024
    VIRTUS INSIGHT TR VIRTUS EMRG FD I - 11160.714 SHS 100,000 97,098
    TIME WARNER INC NEW - 900 SHS 27,380 32,526
    RS INTL GROWTH FUND - 6842.436 SHS 109,000 105,510
    MERCK AND CO INC - 1568 SHS 84,876 59,114
    MATTHEWS PACIFIC TIGER INSTL FUND - 11126.745 SHS 210,403 226,095
    COVIDIEN PLC NEW - 400 SHS 18,138 18,004
    CITIGROUP INC NEW - 330 SHS 29,952 8,682
    EXXON MOBIL CORP - 1700 SHS 3,323 144,092
    CONOCOPHILLIPS - 200 SHS 9,902 14,574
    THE TRAVELERS COMPANIES INC. - 600 SHS 31,207 35,502

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    US Government Securities - End of Year Book Value:

    293,812
    US Government Securities - End of Year Fair Market Value:

    384,726
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2011 LegalFeesSchedule
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,674 0   3,674


    TY 2011 OtherExpensesSchedule
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NEW YORK ATTORNEY GENERAL FILING FEE 250 0   250


    TY 2011 OtherIncreasesSchedule
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 80
    RECOVERY OF UNUSED FUNDS 10,000


    TY 2011 TaxesSchedule
    Name:
    HARDING EDUCATIONAL AND CHARITABLE
    FOUNDATION P61173004
    EIN: 13-6083440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED EXCISE TAX - CURRENT YEAR 2,480 0   0
    EXCISE TAX PAID - PRIOR YEAR 949 0   0
    FOREIGN TAX PAID 1,345 1,345   0