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 07-01-2011 , and ending 06-30-2012
G
Check all that apply:
Name of foundation
ANNA & NATHAN FLAX FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1884   Room/suite
City or town, state, and ZIP code
ASHEBORO, NC27204
A Employer identification number

23-7028881
B Telephone number (see page 10 of the instructions)

(336) 672-2213
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$2,402,606J 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 4 4  
4 Dividends and interest from securities...... 60,276 60,276  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 225,279
b Gross sales price for all assets on line 6a 1,211,495
7 Capital gain net income (from Part IV, line 2)... 225,279
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 925 925  
12 Total. Add lines 1 through 11........ 286,484 286,484  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,600 3,600    
c Other professional fees (attach schedule).... Click to see attachment 15,612 15,612    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,166 72    
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 41 41    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,419 19,325   0
25 Contributions, gifts, grants paid........ 145,330 145,330
26 Total expenses and disbursements. Add lines 24 and 25 165,749 19,325   145,330
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 120,735
b Net investment income (if negative, enter -0-) 267,159
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............... 24,946 9,813 9,813
2 Savings and temporary cash investments.......... 77,939 12,450 12,450
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)      
b Investments—corporate stock (attach schedule)........ 858,146 Click to see attachment861,997 1,260,384
c Investments—corporate bonds (attach schedule)........ 333,660 Click to see attachment233,466 256,827
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 490,133 Click to see attachment787,833 863,132
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) 1,784,824 1,905,559 2,402,606
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
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,784,824 1,905,559
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,784,824 1,905,559
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,784,824 1,905,559
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 1,784,824
2 Enter amount from Part I, line 27a..................... 2 120,735
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,905,559
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 1,905,559
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 ACCENTURE P 2007-02-08 2011-08-09
b HENDERSON INTERNATIONAL CORP P 2011-01-01 2011-08-09
c BERKSHIRE P 1999-12-17 2011-09-02
d HD P 2007-02-15 2011-09-02
e BB&T P 2011-08-11 2012-01-06
HARLEY DAVIDSON P 2003-12-22 2012-01-06
BOND FUND OF AMERICA P 2012-01-06 2012-04-09
ABBOTT LABS P 2000-01-06 2011-08-09
HEWLETT PACKARD P 1992-08-07 2011-08-09
CARNIVAL CORP P 1999-10-21 2011-09-02
IBM P 1999-10-21 2011-09-02
BERKSHIRE HATHAWAY P 1999-12-17 2001-01-06
HOME DEPOT P 2000-10-16 2012-01-06
EUROPPACIFIC GROWTH FUND P 2010-01-10 2012-04-09
AMERICAN HIGH INCOME TRUST P 2007-02-08 2011-08-09
IBM P 2011-10-29 2011-08-09
CISCO SYSTEMS P 2001-03-06 2011-09-02
JOHNSON & JOHNSON P 2005-08-09 2011-09-02
CARNIVAL P 1999-10-21 2012-01-06
HOME DEPOT P 2004-06-09 2012-01-06
METROPOLITAN P 2011-01-10 2012-04-09
AMERICAN HIGH INCOME TRUST P 2011-12-31 2011-08-09
JOHNSON AND JOHNSON P 2005-08-09 2011-08-09
COCA COLA P 2011-01-10 2011-09-02
PFIZER P 2001-07-31 2011-09-02
CISCO P 2001-03-06 2012-01-06
IBM P 1999-10-21 2012-01-06
METROPOLITAN P 2011-08-09 2012-04-09
AUTOMATIC DATA PROCESSING P 2005-10-18 2011-08-09
LEGG MASON P 2008-01-01 2011-08-09
CORPORATE EXECUTIVE P 2011-08-09 2011-09-02
JTX P 2001-06-07 2011-09-02
CISCO P 2005-10-18 2012-01-06
JP MORGAN P 2004-12-15 2012-01-17
METROPOLITAN P 2011-09-06 2012-04-09
BERKSHIRE HATHWAY P 1999-12-17 2011-08-09
PIMCO REAL RETURN FUND P 2011-01-10 2011-08-09
EBAY P 2011-08-10 2011-09-02
TARGET CORP P 2011-08-10 2011-09-02
CISCO P 2011-01-10 2012-01-06
JOHNSON & JOHNSON P 2005-08-09 2012-01-06
METROPOLITAN P 2012-01-06 2012-04-09
CAPITAL WORLD BOND FUND P 2011-01-01 2001-08-09
STRYKER P 2008-10-01 2011-08-09
ECOLAB P 2011-08-09 2011-09-02
TELEFLEX P 1999-01-08 2011-09-02
COCA COLA P 2008-10-20 2012-01-06
PFIZER P 2005-08-09 2012-01-06
METROPOLITAN P 2011-11-01 2012-04-09
CAPITAL WORLD BOND FUND P 2008-05-27 2011-08-09
TJX P 2001-06-07 2011-08-09
FASTENAL P 2008-10-15 2011-09-02
VALSPAR P 2000-12-08 2011-09-02
COCA COLA P 2011-01-10 2010-01-06
ROYCE PENNSILVANIA P 2011-08-09 2012-01-06
PIMCO REAL RETURN P 2011-01-10 2012-04-23
COCA COLA P 2011-01-10 2011-08-09
TELEFLEX P 1999-12-08 2011-08-09
FRANKLIN ELECTRIC P 2011-08-10 2011-09-02
ACCENTURE P 2006-06-08 2012-01-06
CORPORATE EXECUTIVE P 2011-08-09 2012-01-06
ROYCE PENNSILVANIA P 2011-01-10 2012-01-06
ROYCE PENNSYLVENIA P 2011-08-09 2012-04-09
EUROPACIFIC GROWTH FUND P 2010-01-01 2011-08-09
THORNBURG INTERNATIONAL P 2008-09-05 2011-08-09
GE P 2011-01-10 2011-09-02
GARMIN P 2005-05-05 2012-01-16
EBAY P 2011-08-10 2012-01-06
STRYKER CORP P 2008-10-01 2012-01-06
WESTERN ASSET BOND FUND P 2011-12-31 2012-04-09
FASTANEL P 2008-10-15 2011-08-09
THORNBURG INTERNATIONAL P 2011-01-01 2011-08-09
HARLEY DAVIDSON P 2003-12-22 2011-09-02
ABBOTT P 2000-01-06 2012-01-06
ECOLAB P 2011-08-09 2012-01-06
TJX P 2001-06-07 2012-01-06
FRANKLIN ELECTRIC P 1995-07-24 2011-08-09
VALASPAR P 2000-12-08 2012-08-09
HP P 1990-08-09 2011-09-29
APPLE P 2011-09-29 2012-01-06
FASTENAL P 2008-10-15 2012-01-06
TARGET CORP P 2011-08-10 2012-01-06
FRANKLIN ELECTRIC P 2011-01-10 2011-08-09
ABBOTT P 2000-01-06 2011-09-02
HP P 1992-08-07 2011-09-29
ADP P 2005-10-18 2012-01-06
FRANKLIN ELECTRIC P 2011-08-10 2012-01-06
TELEFLEX P 1999-12-08 2012-01-06
HENDERSON INTERNATIONAL CORP P 2008-09-05 2011-08-09
ADP P 2005-10-18 2011-09-02
HP P 1992-08-07 2011-09-29
BB&T P 1993-04-28 2012-01-06
GENERAL ELECTRIC P 1982-01-02 2012-01-06
VALSPAR CORP P 2000-12-08 2012-01-06
HENDERSON INTERNATIONAL CORP P 2010-01-01 2011-08-09
BB&T P 2011-01-10 2011-09-02
HP P 2011-09-06 2011-09-29
BB&T P 2011-01-10 2012-01-06
GENERAL ELECTRIC P 2011-01-10 2012-01-06
WALGREEN P 2011-01-10 2012-01-06
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 27,570   16,767 10,803
b 636   680 -44
c 2,660   1,330 1,330
d 5,819   7,148 -1,329
e 5,352   4,153 1,199
12,118   14,241 -2,123
70,775   69,988 787
15,915   10,672 5,243
13,568   2,657 10,911
3,701   4,976 -1,275
503   275 228
13,024   5,950 7,074
6,116   5,296 820
6,459   7,715 -1,256
28,155   28,652 -497
41,128   22,555 18,573
4,529   7,067 -2,538
1,942   1,916 26
10,960   13,884 -2,924
17,100   14,133 2,967
10,163   10,000 163
2,267   2,377 -110
7,812   8,046 -234
2,088   1,892 196
447   999 -552
18,442   23,524 -5,082
13,762   6,877 6,885
43,108   42,904 204
11,745   9,836 1,909
38,925   53,280 -14,355
4,154   3,963 191
1,724   540 1,184
740   669 71
100,000   100,550 -550
3,841   3,830 11
8,136   4,165 3,971
6,070   5,682 388
655   645 10
2,020   1,927 93
607   666 -59
10,457   10,281 176
17,391   17,062 329
965   942 23
1,924   2,525 -601
6,618   5,863 755
5,377   3,007 2,370
6,621   4,390 2,231
16,718   30,173 -13,455
2,039   2,028 11
5,416   5,196 220
33,706   10,808 22,898
4,312   2,459 1,853
5,644   2,653 2,991
3,449   3,154 295
2,795   2,734 61
6,915   6,488 427
1,584   1,514 70
12,819   7,874 4,945
690   691 -1
8,471   4,338 4,133
16,985   13,797 3,188
259   270 -11
3,577   3,280 297
10,939   14,884 -3,945
11,552   11,337 215
1,125   1,317 -192
16,979   9,848 7,131
10,514   10,031 483
12,795   15,530 -2,735
75,909   74,595 1,314
423   257 166
943   1,016 -73
1,168   1,499 -331
13,871   8,118 5,753
14,286   11,135 3,151
19,932   4,896 15,036
46,873   9,111 37,762
24,745   12,826 11,919
1,839   275 1,564
10,097   9,542 555
25,720   10,458 15,262
8,087   7,902 185
4,035   4,010 25
2,570   1,637 933
28,269   6,946 21,323
14,838   10,453 4,385
14,368   12,636 1,732
13,247   6,758 6,489
6,983   6,843 140
2,738   2,160 578
2,904   714 2,190
182   50 132
2,076   406 1,670
20,837   7,521 13,316
340   346 -6
3,721   4,662 -941
7,793   7,486 307
12,601   12,846 -245
14,625   14,505 120
6,210   7,706 -1,496
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       10,803
b       -44
c       1,330
d       -1,329
e       1,199
      -2,123
      787
      5,243
      10,911
      -1,275
      228
      7,074
      820
      -1,256
      -497
      18,573
      -2,538
      26
      -2,924
      2,967
      163
      -110
      -234
      196
      -552
      -5,082
      6,885
      204
      1,909
      -14,355
      191
      1,184
      71
      -550
      11
      3,971
      388
      10
      93
      -59
      176
      329
      23
      -601
      755
      2,370
      2,231
      -13,455
      11
      220
      22,898
      1,853
      2,991
      295
      61
      427
      70
      4,945
      -1
      4,133
      3,188
      -11
      297
      -3,945
      215
      -192
      7,131
      483
      -2,735
      1,314
      166
      -73
      -331
      5,753
      3,151
      15,036
      37,762
      11,919
      1,564
      555
      15,262
      185
      25
      933
      21,323
      4,385
      1,732
      6,489
      140
      578
      2,190
      132
      1,670
      13,316
      -6
      -941
      307
      -245
      120
      -1,496
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 2 225,279
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 31,381
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 126,200 2,340,167 0.053928
2009 129,753 2,252,026 0.057616
2008 117,283 2,060,751 0.056913
2007 157,618 2,695,785 0.058468
2006 111,990 2,740,033 0.040872
2 Total of line 1, column (d) ...................... 2 0.267797
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 0.053559
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 2,331,209
5 Multiply line 4 by line 3....................... 5 124,857
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,672
7 Add lines 5 and 6......................... 7 127,529
8 Enter qualifying distributions from Part XII, line 4.............. 8 145,330
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 2,672
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 2,672
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 2,672
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 700
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.............. 7 700
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,979
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 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)bulletFL
    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 ofbulletALAN S LURIA MD Telephone no.bullet (336) 672-2213
    Located atbulletPO BOX 27204ASHEBORONC ZIP+4bullet27204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ALAN LURIAClick to see attachment PRESIDENT
    6.00     		0 0 0
    PO BOX 1884
    ASHEBORO,NC272041884
    HOWARD LURIAClick to see attachment VICE PRES.
    6.00     		0 0 0
    862 SIR FRANCIS DRAKE BLVD 288
    SAN ANSELMO,CA94960
    MILDRED LURIA LANGSAMClick to see attachment SECRETARY
    6.00     		0 0 0
    4607 KING PALM DRIVE
    TAMARAC,FL33319
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,333,621
    b
    Average of monthly cash balances.......................
    1b
    33,089
    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
    2,366,710
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,366,710
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    35,501
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,331,209
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    116,560
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    116,560
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    2,672
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,672
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    113,888
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    113,888
    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
    113,888
    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
    145,330
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    145,330
    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
    2,672
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    142,658
    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 7 113,888
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007....... 24,863
    c From 2008....... 15,473
    d From 2009....... 17,946
    e From 2010....... 9,888
    fTotal of lines 3a through e......... 68,170
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 145,330
    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..... 113,888
    e Remaining amount distributed out of corpus 31,442
    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 99,612
    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 ......     		99,612
    10 Analysis of line 9:
    a Excess from 2007.... 24,863
    b Excess from 2008.... 15,473
    c Excess from 2009.... 17,946
    d Excess from 2010.... 9,888
    e Excess from 2011.... 31,442
    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:
     
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER LISTING THE ORGANIZATION'S NAME, ADDRESS, TELEPHONE NUMBER, CHARITABLE NATURE, AMOUNT REQUESTED AND PURPOSE OF FUNDS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AMERICAN JEWISH HISTORICA
    15 WEST 16TH STREET
    NEW YORK,NY10011     		    CHARITY 2,500
    BOYS CLUBGIRLS CLUB EAST
    414 WATKIN ST
    ASHEBORO,NC27203     		    CHARITY 2,500
    CASTILLEJA SCHOOL OF PALO ALTO
    1310 BRYANT ST
    PALO ALTO,CA94301     		    EDUCATION 1,000
    CENTRAL MARIN YOUTH SOCCE
    508 D ST
    SAN RAFAEL,CA94901     		    CHARITY 1,000
    CHRISTIAN URBAN OUTREACH
    135 SUNSET AVE
    ASHEBORO,NC27203     		    CHARITY 3,250
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE
    ARLINGTON,VA22202     		    CHARITY 3,000
    FAMILY CRISIS CENTER
    218 SOUTH MAIN ST
    ASHEBORO,NC27203     		    CHARITY 1,250
    GOLDRINGWOLDENBURG INSTI
    PO BOX 16528
    JACKSON,MS39236     		    CHARITY 2,500
    GREENSBORO JEWISH FEDERAT
    5509 W FRIENDLY AVE C
    GREENSBORO,NC27410     		    CHARITY 5,000
    GW UNIVERSITY - MEDICAL A
    2300 EYE ST NW
    WASHINGTON,DC20037     		    EDUCATION 2,500
    JEWISH FAMILY SERVICES NH
    1440 WHALLEY AVE
    NEW HAVEN,CT06515     		    CHARITY 24,000
    JEWISH FEDERATION BROWARD
    5890 S PINE ISLAND DR
    DAVIE,FL33328     		    CHARITY 30
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905     		    CHARITY 40,000
    MAZON
    10495 SANTA MONICA BLVD
    LOS ANGELES,CA90023     		    CHARITY 10,000
    NC COASTAL FEDERATION
    3609 HWY 24
    NEWPORT,NC28570     		    CHARITY 2,500
    OUR DAILY BREAD
    831 E PRITCHARD STREET
    ASHEBORO,NC27203     		    CHARITY 2,500
    PROJECT VISION
    1440 SPRING ST NW
    ATLANTA,GA30309     		    CHARITY 5,000
    PROJECT VISION
    1440 SPRING ST NW
    ATLANTA,GA30309     		    CHARITY 2,500
    RANDOLPH COMMUNITY COLLEG
    629 INDUSTRIAL PARK AVE
    ASHEBORO,NC27205     		    EDUCATION 2,500
    RANDOLPH SENIOR ADULT ASS
    P O BOX 1009
    ASHEBORO,NC27204     		    CHARITY 5,000
    RODEPH SHALOM
    2385 PARK AVE
    BRIDGEPORT,CT06604     		    CHARITY 300
    ST MARKS SCHOOL
    39 TRELLIS DR
    SAN RAFAEL,CA94903     		    EDUCATION 10,200
    ROSS VALLEY WOMENNLEAGUE
    1430 4TH ST
    SAN RAFAEL,CA94901     		    CHARITY 750
    SAN ANSELMO OPEN SPACE
    525 SAN ANSELMO AVE
    SAN ANSELMO,CA94960     		    CHARITY 1,500
    SAN FRANCISCO FILM JEWISH FESTIVAL
    1806 BATTLE ST
    SAN FRANCISCO,CA94129     		    CHARITY 2,000
    SENIOR ADULT CENTER
    133 W WAINMAN AVE
    ASHEBORO,NC27203     		    CHARITY 2,500
    SWIM ACROSS AMERICA
    1421 LIVINGSTON AVE
    PACIFICA,CA94044     		    CHARITY 250
    TEENS LIVING GREEN
    PO BOX 1146
    ROSS,CA94957     		    CHARITY 2,500
    TRUSTEE OF TUFT UNIVERSITY
    80 GEORGE ST SUITE 100-3
    MEDFORD,MA02155     		    EDUCATION 2,500
    ULTA CHARITABLE TRUST
    1000 REMINGTON BLVD
    BOLING ROCK,IL60440     		    CHARITY 2,000
    WESTERN MICHIGAN UNIVERSITY ALUMNI
    1903 W MICHIGAN AVE
    KALAMAZOO,MI49008     		    EDUCATION 1,000
    WOMEN INITIATIVE
    7250 REDWOOD BLVD 207
    NOVATO,CA94945     		    CHARITY 1,300
    Total .................................bullet 3a 145,330
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 4  
    4 Dividends and interest from securities....     14 60,276  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 925  
    8Gain or (loss) from sales of assets other than inventory         225,279
    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)..   61,205 225,279
    13Total. Add line 12, columns (b), (d), and (e)..................
    13286,484
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ORIT BODMAN CPA PA 3,600 3,600    

    TY 2011 CompensationExplanation
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Person Name Explanation
    ALAN LURIA  
    HOWARD LURIA  
    MILDRED LURIA LANGSAM  

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BELLSOUTH TELECOMMUNICATIONS 84,983 97,944
    GENERAL DYNAMICS 98,133 103,271
    JP MORGAN CHASE & CO.    
    JP MORGAN CHASE 9,609 10,522
    WAL-MART    
    WACHOVIA CORP 40,741 45,090
    ADJUSTMENT TO BOND BASIS    

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 31,068 50,287
    ACCENTURE LTD 16,685 37,676
    APPLE 31,011 45,552
    ADP 36,492 47,144
    BBT 18,514 48,003
    BERKSHIRE HATHAWAY INC 28,313 49,498
    CARNIVAL CORP 42,913 52,125
    CISCO SYSTEMS 40,730 40,916
    COCA COLA 34,473 50,824
    CORPORATE EXEC BOARD 38,769 48,565
    EBAY INC 31,982 55,327
    ECOLAB 38,773 53,522
    FASTENAL CO 24,818 38,577
    FRANKLIN ELECTRIC, INC. 41,760 49,954
    GARMIN LTD 27,153 40,205
    GENERAL ELECTRIC 20,294 51,871
    HARLEY DAVIDSON 33,459 37,316
    HEWLETT PACKARD    
    HOME DEPOT 32,779 50,235
    IBM 26,501 45,179
    JOHNSON & JOHNSON 44,771 48,508
    PFIZER 61,078 48,415
    STRYKER 37,585 48,378
    TARGET 30,105 48,240
    TELEFLEX 30,390 46,292
    TJX COMPANIES 8,073 42,329
    VALSPAR CORP 11,981 43,147
    WALGREEN CO 41,527 42,299

    TY 2011 InvestmentsOtherSchedule2
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN HIGH INCOME FUND AT COST    
    AMERICAN BOND FUND OF AMERICA AT COST 118,209 120,554
    CAPITAL WORLD BOND FUND AT COST 41,938 43,057
    EURO PACIFIC GROWTH FUND AT COST 130,120 146,443
    GOLDMAN SACHS AT COST 42,312 43,613
    HENDERSON INTERNATIONAL OPPORTUNITIE AT COST 51,563 61,847
    LEGG MASON NAVIGATOR VALUE AT COST    
    LEGG MASON SPECIAL INVESTMENT TRUST AT COST    
    METROPOLITAN WEST TOTAL RETURN FUND AT COST 105,430 108,357
    PIMCO DEVELOPING LOCAL MARKETS FUND AT COST 14,837 14,050
    PIMCO REAL RETURN AT COST 34,357 36,725
    ROYCE PENNSYLVANIA MUTUAL FUND AT COST 90,866 113,955
    THORNBURG INTERNATIONAL VALUE FUND AT COST 50,986 63,913
    WESTERN ASSET CORE BOND FUND AT COST 107,215 110,618

    TY 2011 OtherExpensesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 41 41    
    POSTAGE        


    TY 2011 OtherIncomeSchedule2
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      826 826  
      99 99  


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES (LESS CREDIT OF 681 15,612 15,612    


    TY 2011 TaxesSchedule
    Name:
    ANNA & NATHAN FLAX FOUNDATION INC
    EIN: 23-7028881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FL DEPT OF STATE ANNUAL FEES 72 72    
    INCOME TAXES PAID 1,094