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
Posner-Wallace Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

52-6037555
B Telephone number (see page 10 of the instructions)

(800) 839-1754
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$3,508,829J 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) 360,812
2 Check bullet
3 Interest on savings and temporary cash investments 81 81  
4 Dividends and interest from securities...... 115,651 115,651  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 417,782
b Gross sales price for all assets on line 6a 1,233,271
7 Capital gain net income (from Part IV, line 2)... 414,507
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,024    
12 Total. Add lines 1 through 11........ 895,350 530,239  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000     15,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,215 2,215    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 956 356    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 14,795     14,795
22 Printing and publications.......... 125     125
23 Other expenses (attach schedule)....... Click to see attachment 20,294 70   20,224
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,385 2,641   50,144
25 Contributions, gifts, grants paid........ 190,120 190,120
26 Total expenses and disbursements. Add lines 24 and 25 243,505 2,641   240,264
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 651,845
b Net investment income (if negative, enter -0-) 527,598
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...............      
2 Savings and temporary cash investments.......... 330,451 195,787 195,787
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) bullet500,000
Less: allowance for doubtful accounts bullet   400,000 Click to see attachment500,000 500,000
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)........ 1,564,408 Click to see attachment2,285,925 2,737,856
c Investments—corporate bonds (attach schedule)........ 115,026 Click to see attachment80,018 75,186
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) 2,409,885 3,061,730 3,508,829
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 2,409,885 3,061,730
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,409,885 3,061,730
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,409,885 3,061,730
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 2,409,885
2 Enter amount from Part I, line 27a..................... 2 651,845
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,061,730
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 3,061,730
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
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 1,233,271   818,764 414,507
b
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       414,507
b
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 2 414,507
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 199,190 2,939,492 000.067763
2009 159,880 2,172,823 000.073582
2008 119,393 2,001,152 000.059662
2007 114,100 2,315,651 000.049273
2006 122,662 2,066,451 000.059359
2 Total of line 1, column (d) ...................... 2 000.309639
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. . . 		3 000.061928
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 3,412,766
5 Multiply line 4 by line 3....................... 5 211,346
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,276
7 Add lines 5 and 6......................... 7 216,622
8 Enter qualifying distributions from Part XII, line 4.............. 8 240,264
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 5,276
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 5,276
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 5,276
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,523
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,753
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 5276 7 5,276
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet   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)bullet
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Yes
     
    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
    Suzanne M Cohen Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Diana Erbsen Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    James R Posner President / Trustee
    001.00     		15,000    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Lawrence D Posner Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Nicholas Posner Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Jill Prosky Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Elisabeth Posner Schouten Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Rachel C Smith Secretary / Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    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
     
    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  
    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
    2,677,482
    b
    Average of monthly cash balances.......................
    1b
    349,173
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    438,082
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,464,737
    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
    3,464,737
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    51,971
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,412,766
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    170,638
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    170,638
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    5,276
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,276
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    165,362
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    165,362
    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
    165,362
    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 Click to see attachment..........
    1a
    240,264
    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
    240,264
    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
    5,276
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    234,988
    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 7 165,362
    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....... 21,827
    b From 2007....... 754
    c From 2008....... 18,157
    d From 2009....... 52,519
    e From 2010....... 53,969
    fTotal of lines 3a through e......... 147,226
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 240,264
    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..... 165,362
    e Remaining amount distributed out of corpus 74,902
    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 5 222,128
    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) .............     		21,827
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		200,301
    10 Analysis of line 9:
    a Excess from 2007.... 754
    b Excess from 2008.... 18,157
    c Excess from 2009.... 52,519
    d Excess from 2010.... 53,969
    e Excess from 2011.... 74,902
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    13 PLAYWRIGHTS
    195 WILLOUGHBY AVE 402
    BROOKLYN,NY11205     		N/A 509(a)(1) General Unrestricted 1,000
    501CTECH INC
    2001 S ST NW STE 630
    WASHINGTON,DC20009     		N/A 509(a)(1) General Unrestricted 1,500
    826 SEATTLE
    8414 GREENWOOD AVE N
    SEATTLE,WA98103     		N/A 509(a)(1) General Unrestricted 250
    A MORE PERFECT UNION INC
    1270 5TH AVE
    NEW YORK,NY10029     		N/A 509(a)(1) General Unrestricted 200
    ABRAHAM FUND INC
    9 E 45TH ST FL 7
    NEW YORK,NY10017     		N/A 509(a)(1) General Unrestricted 2,000
    ACHILLES INTERNATIONAL INC
    42 W 38TH ST
    NEW YORK,NY10018     		N/A 509(a)(1) Charitable Event 1,000
    ACTION WITHOUT BORDERS INC
    302 5TH AVE FL 11
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 1,000
    ACTORS COMPANY THEATRE INC
    900 BROADWAY STE 905
    NEW YORK,NY10003     		N/A 509(a)(1) General Unrestricted 200
    AMERICAN JEWISH JOINT DIST COMMITT
    711 3RD AVE
    NEW YORK,NY10017     		N/A 509(a)(1) Support Activities of the Taub Center in Jerusalem 2,500
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FL
    NEW YORK,NY10018     		N/A 509(a)(1) Support of AJWS 5,000
    AMERICAN RED CROSS
    2020 E W HWY
    SILVER SPRING,MD20910     		N/A 509(a)(1) General Unrestricted 500
    AMERICAN SOCIETY FOR MUSLIM ADVANCE
    475 RIVERSIDE DR STE 248
    NEW YORK,NY10115     		N/A 509(a)(1) General Unrestricted 250
    AMERICAN SOCIETY FOR THE PREVENTION
    520 8TH AVE 7TH FL
    NEW YORK,NY10018     		N/A 509(a)(1) General Unrestricted 1,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A 509(a)(1) General Unrestricted 500
    AMHERST COLLEGE TRUSTEES
    PO BOX 5000
    AMHERST,MA01002     		N/A 509(a)(1) General Unrestricted 800
    AMNESTY INTERNATIONAL OF THE USA IN
    5 PENN PLZ FL 16
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 250
    ART WITH HEART
    PO BOX 94402
    SEATTLE,WA98124     		N/A 509(a)(1) General Unrestricted 250
    ARTIST TRUST
    1835 12TH AVE
    SEATTLE,WA98122     		N/A 509(a)(1) General Unrestricted 250
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		N/A 509(a)(1) Support of Ashoka Programs in Israel Central America 5,000
    ASSOCIATION FOR RELIGION AND INTELL
    475 RIVERSIDE DR STE 1945
    NEW YORK,NY10115     		N/A 509(a)(1) General Unrestricted 400
    ATLANTA COMMUNITY TOOLBANK INC
    55 ORMOND ST SE
    ATLANTA,GA30315     		N/A 509(a)(1) General Unrestricted 300
    ATLANTA LEGAL AID SOCIETY INC
    151 SPRING ST NW
    ATLANTA,GA30303     		N/A 509(a)(1) General Unrestricted 1,500
    ATLANTIC COMMUNITY THRIFT SHOP RT 2
    PO BOX 1520
    OCEAN VIEW,DE19970     		N/A 509(a)(2) Support the ACT Thrift Store 400
    BALD RIDGE LODGE INC
    112 N MAIN ST
    CUMMING,GA30040     		N/A 509(a)(1) General Unrestricted 500
    BALLET HISPANICO OF NEW YORK
    167 W 89TH ST
    NEW YORK,NY10024     		N/A 509(a)(1) General Unrestricted 1,000
    BALLET TECH FOUNDATION INC
    890 BROADWAY
    NEW YORK,NY10003     		N/A 509(a)(1) General Unrestricted 1,000
    BAY AREA LEGAL AID
    1735 TELEGRAPH AVE
    OAKLAND,CA94612     		N/A 509(a)(1) General Unrestricted 1,500
    BEEBE MEDICAL CENTER INC
    424 SAVANNAH RD
    LEWES,DE19958     		N/A 509(a)(1) General Unrestricted 400
    BETHESDA CHEVY CHASE RESCUE SQUAD I
    5020 BATTERY LN
    BETHESDA,MD20814     		N/A 509(a)(1) General Unrestricted 400
    BRAIN INJURY ASSOCIATION OF MARYLAN
    2200 KERNAN DR RM T810 KERNAN HOSPI
    BALTIMORE,MD21207     		N/A 509(a)(1) General Unrestricted 1,000
    BREAD FOR THE CITY INC
    1525 7TH ST NW
    WASHINGTON,DC20001     		N/A 509(a)(1) General Unrestricted 1,000
    CAPITAL AREA FOOD BANK
    645 TAYLOR ST NE
    WASHINGTON,DC20017     		N/A 509(a)(1) General Unrestricted 2,500
    CARINGBRIDGE
    1715 YANKEE DOODLE RD STE 301
    EAGAN,MN55121     		N/A 509(a)(1) General Unrestricted 250
    CASA FOR CHILDREN OF THE DISTRICT O
    515 M ST SE BLDG 74 STE
    WASHINGTON,DC20003     		N/A 509(a)(1) General Unrestricted 500
    CATHEDRAL CHURCH OF ST JOHN THE DIV
    1047 AMSTERDAM AVE
    NEW YORK,NY10025     		N/A 509(a)(1) Feast of St Francis Program 400
    CENTRE FOR DEVELOPMENT AND POPULATI
    1120 20TH ST NW STE 720
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 400
    CENTRUM FOUNDATION
    PO BOX 1158
    PORT TOWNSEND,WA98368     		N/A 509(a)(1) General Unrestricted 250
    CHABAD OF RANCHO MIRAGE-THE TORAH O
    72295 VIA MARTA
    RANCHO MIRAGE,CA92270     		N/A 509(a)(1) General Unrestricted 360
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A 509(a)(1) General Unrestricted 500
    CHICAGO DRAMATISTS
    1105 W CHICAGO AVE
    CHICAGO,IL60642     		N/A 509(a)(2) General Unrestricted 250
    CHILDHOOD BRAIN TUMOR FOUNDATION
    20312 WATKINS MEADOW DR
    GERMANTOWN,MD20876     		N/A 509(a)(1) General Unrestricted 1,000
    CHILDRENS HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010     		N/A 509(a)(1) General Unrestricted 1,000
    CITY HARVEST INC
    575 8TH AVE
    NEW YORK,NY10018     		N/A 509(a)(1) General Unrestricted 1,000
    CITY OF DREAMS
    PO BOX 77007
    SAN FRANCISCO,CA94107     		N/A 509(a)(1) General Unrestricted 250
    COMMITTEE TO PROTECT JOURNALISTS IN
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 250
    COMPASSION AND CHOICES
    PO BOX 101810
    DENVER,CO80250     		N/A 509(a)(2) General Unrestricted 300
    CONGREGATION BNAI JESHURUN
    2109 BROADWAY STE 203
    NEW YORK,NY10023     		N/A 509(a)(1) General Unrestricted 2,000
    CORBINDANCES INC
    15538 79TH ST FL 2
    HOWARD BEACH,NY11414     		N/A 509(a)(1) General Unrestricted 500
    COURT APPOINTED SPECIAL ADVOCATES I
    50 BROADWAY FL 31
    NEW YORK,NY10004     		N/A 509(a)(1) General Unrestricted 500
    COVENANT HOUSE WASHINGTON DC
    2001 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		N/A 509(a)(1) General Unrestricted 1,000
    DAWN - DOMESTIC ABUSE WOMENS NETWOR
    PO BOX 88007
    TUKWILA,WA98138     		N/A 509(a)(1) General Unrestricted 350
    DEUTSCHE BANK MICROCREDIT DEVELOPME
    60 WALL ST MSNYC 60-21
    NEW YORK,NY10005     		N/A 509(a)(1) Support of High Impact Microfinance Projects 1,000
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA17013     		N/A 509(a)(1) General Unrestricted 400
    DISTRICT OF COLUMBIA JEWISH COMMUNI
    1529 16TH ST NW
    WASHINGTON,DC20036     		N/A 509(a)(2) Summer Camping Programs 1,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		N/A 509(a)(1) Support work with Major Hospital Systems 5,000
    DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		N/A 509(a)(1) General Unrestricted 400
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A 509(a)(1) General Unrestricted 3,000
    DRISHA INSTITUTE FOR JEWISH EDUCATI
    37 W 65TH ST FL 5
    NEW YORK,NY10023     		N/A 509(a)(1) General Unrestricted 200
    EAST CAROLINA UNIVERSITY FOUNDATION
    2200 S CHARLES BLVD STE 1100
    GREENVILLE,NC27858     		N/A 509(a)(1) General Unrestricted 250
    ECHO HILL CAMPERSHIP FUND
    PO BOX 5923
    BETHESDA,MD20824     		N/A 509(a)(1) General Unrestricted 250
    FINCA INTERNATIONAL INC
    1101 14TH ST NW FL 11
    WASHINGTON,DC20005     		N/A 509(a)(1) Support of Programs in Latin America- Foster Career Growth Among Loan Officers 1,000
    FLORENCE CRITTENTON SERVICES
    840 BRODERICK ST
    SAN FRANCISCO,CA94115     		N/A 509(a)(1) General Unrestricted 250
    FORSYTH COUNTY HUMANE SOCIETY INC
    PO BOX 337
    CUMMING,GA30028     		N/A 509(a)(2) General Unrestricted 400
    FOUNDATION CENTER
    79 5TH AVE FRNT 2
    NEW YORK,NY10003     		N/A 509(a)(1) General Unrestricted 2,500
    FOUNDATION FOR CONSERVATIVE MASORTI
    475 RIVERSIDE DR STE 832
    NEW YORK,NY10115     		N/A 509(a)(1) General Unrestricted 300
    FRESH AIR FUND
    633 3RD AVE
    NEW YORK,NY10017     		N/A 509(a)(1) General Unrestricted 500
    FRIENDS OF THE ARAVA INSTITUTE LTD
    179 BOYLSTON ST BLDG P 3R
    JAMAICA PLAINS,MA02130     		N/A 509(a)(2) General Unrestricted 500
    FRIENDS OF THE SOUTH COASTAL LIBRAR
    PO BOX 1617
    BETHANY BEACH,DE19930     		N/A 509(a)(1) General Unrestricted 500
    FRIENDS OF TONY INC
    1595 PEACHTREE PKWY STE 204 PMB 353
    CUMMING,GA30041     		N/A 509(a)(1) General Unrestricted 400
    GEORGETOWN LOMBARDI COMPREHENSIVE C
    3300 WHITEHAVEN ST NW STE 4000
    WASHINGTON,DC20007     		N/A 509(a)(1) General Unrestricted 2,500
    GEORGIA LEGAL SERVICES PROGRAM INC
    104 MARIETTA ST
    ATLANTA,GA30303     		N/A 509(a)(1) General Unrestricted 1,500
    GIRLS INCORPORATED OF NEW YORK CITY
    64 BEAVER ST STE 121
    NEW YORK,NY10004     		N/A 509(a)(1) Career Development Activities 1,000
    GLSEN INC
    90 BROAD ST 2ND FL
    NEW YORK,NY10004     		N/A 509(a)(1) General Unrestricted 100
    GODS LOVE WE DELIVER INC
    166 AVE OF THE AMERICAS
    NEW YORK,NY10013     		N/A 509(a)(1) General Unrestricted 750
    GOUCHER COLLEGE
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204     		N/A 509(a)(1) General Unrestricted 300
    GRANTMAKERS IN THE ARTS
    4055 21ST AVE W STE 100
    SEATTLE,WA98199     		N/A 509(a)(1) General Unrestricted 500
    GREATER WASHINGTON EDUCATIONAL TELE
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A 509(a)(2) General Unrestricted 1,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HTS,NY10598     		N/A 509(a)(1) General Unrestricted 3,500
    HADASSAH THE WOMENS ZIONIST ORGANIZ
    50 W 58TH ST
    NEW YORK,NY10019     		N/A 509(a)(1) Young Judaea Division 2,000
    HADASSAH THE WOMENS ZIONIST ORGANIZ
    50 W 58TH ST
    NEW YORK,NY10019     		N/A 509(a)(1) General Operating Support of HWZOA 1,000
    HADASSAH THE WOMENS ZIONIST ORGANIZ
    50 W 58TH ST
    NEW YORK,NY10019     		N/A 509(a)(1) Hadassah College Jerusalem 2,000
    HARVARD COLLEGE
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA02138     		N/A 509(a)(1) General Unrestricted 400
    HAZON INC
    125 MAIDEN LN RM 8B
    NEW YORK,NY10038     		N/A 509(a)(1) General Operating Support for StorahTelling 1,500
    HENRY GALLERY ASSOCIATION INC
    PO BOX 351410
    SEATTLE,WA98195     		N/A 509(a)(1) General Unrestricted 250
    HOLLINS UNIVERSITY CORPORATION
    PO BOX 9629
    ROANOKE,VA24020     		N/A 509(a)(1) General Unrestricted 400
    HUMANE SOCIETY FOR SEATTLE-KING CO
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005     		N/A 509(a)(1) General Unrestricted 250
    I EARN INC
    475 RIVERSIDE DR 450
    NEW YORK,NY10115     		N/A 509(a)(1) General Unrestricted 600
    INDEPENDENCE NOW INC
    12301 OLD COLUMBIA PIKE
    SILVER SPRING,MD20904     		N/A 509(a)(1) General Unrestricted 200
    INTERNATIONAL KEYBOARD INSTITUTE AN
    320 RIVERSIDE DR
    NEW YORK,NY10025     		N/A 509(a)(2) General Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A 509(a)(1) Relief Efforts in Northern Japan - Earthquake and Tsunami 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A 509(a)(1) Supplemental Grant for 2011 5,000
    INTERNATIONAL SEPHARDIC EDUCATION F
    135 W 29TH ST RM 303
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 200
    IONA SENIOR SERVICES
    4125 ALBEMARLE ST NW
    WASHINGTON,DC20016     		N/A 509(a)(1) General Unrestricted 1,500
    JEWISH COMMUNITY CENTER OF GREATER
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		N/A 509(a)(2) General Unrestricted 400
    JEWISH COUNCIL FOR THE AGING OF GRE
    12320 PARKLAWN DR
    ROCKVILLE,MD20852     		N/A 509(a)(1) General Unrestricted 1,500
    JEWISH FUNDS FOR JUSTICE INC
    330 7TH AVE STE 1902
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 1,000
    JEWISH NATIONAL FUND-KEREN KAYEMETH
    42 E 69TH ST
    NEW YORK,NY10021     		N/A 509(a)(1) General Unrestricted 1,500
    JEWISH ORTHODOX FEMINIST ALLIANCE I
    520 8TH AVE
    NEW YORK,NY10018     		N/A 509(a)(1) General Unrestricted 300
    JEWISH SOCIAL SERVICE AGENCY
    200 WOOD HILL RD
    ROCKVILLE,MD20850     		N/A 509(a)(1) General Unrestricted 1,000
    JEWISH WOMEN'S ARCHIVE INC
    ONE HARVARD ST
    BROOKLINE,MA02446     		N/A 509(a)(1) General Unrestricted 250
    JOHNS CREEK UNITED METHODIST CHURCH
    11180 MEDLOCK BRIDGE RD
    JOHNS CREEK,GA30097     		N/A 509(a)(1) General Unrestricted 500
    JOSE LIMON DANCE FOUNDATION
    307 W 38TH ST RM 1105
    NEW YORK,NY10018     		N/A 509(a)(2) General Unrestricted 500
    JUVENILE DIABETES RESEARCH FOUNDATI
    3525 PIEDMONT RD NE BLDG 6 STE 300
    ATLANTA,GA30305     		N/A 509(a)(1) General Unrestricted 300
    KCTS TELEVISION
    401 MERCER ST
    SEATTLE,WA98109     		N/A 509(a)(1) General Unrestricted 250
    LAMBERT HIGH SCHOOL
    805 NICHOLS RD
    SUWANEE,GA30024     		N/A 509(a)(1) General Unrestricted 1,000
    LANDESA
    1424 4TH AVE STE 300
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 2,000
    LANDESA
    1424 4TH AVE STE 300
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 500
    LEGAL AID FOR WASHINGTON FUND
    1325 4TH AVE STE 1335
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 1,500
    LEGAL AID SOCIETY
    199 WATER ST
    NEW YORK,NY10038     		N/A 509(a)(1) General Unrestricted 1,500
    LEGAL AID SOCIETY OF THE DISTRICT O
    1331 H ST NW
    WASHINGTON,DC20005     		N/A 509(a)(1) General Unrestricted 1,500
    LIGHTHOUSE FOR THE BLIND INC
    2501 S PLUM ST
    SEATTLE,WA98144     		N/A 509(a)(2) General Unrestricted 250
    LOUISIANA ASSISTIVE TECHNOLOGY ACCE
    PO BOX 14115
    BATON ROUGE,LA70898     		N/A 509(a)(1) General Unrestricted 300
    LUBUTO LIBRARY PROJECT INC
    5505 CONNECTICUT AVE NW
    WASHINGTON,DC20015     		N/A 509(a)(1) General Unrestricted 400
    LUCILE PACKARD FOUNDATION FOR CHILD
    400 HAMILTON AVE STE 340
    PALO ALTO,CA94301     		N/A 509(a)(1) General Unrestricted 400
    MANNA INC
    828 EVARTS ST NE
    WASHINGTON,DC20018     		N/A 509(a)(1) General Unrestricted 1,400
    MARKET FOUNDATION
    85 PIKE ST STE 500
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 1,000
    MARKET FOUNDATION
    85 PIKE ST STE 500
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 500
    MARTHAS TABLE
    2114 14TH ST NW
    WASHINGTON,DC20009     		N/A 509(a)(1) General Unrestricted 500
    MAZON INC A JEWISH RESPONSE TO HUNG
    10495 SANTA MONICA BLVD STE 100
    LOS ANGELES,CA90025     		N/A 509(a)(1) General Unrestricted 3,500
    MIRROR STAGE
    2212 QUEEN ANNE AVE N 294
    SEATTLE,WA98109     		N/A 509(a)(1) General Unrestricted 5,000
    MIRROR STAGE
    2212 QUEEN ANNE AVE N 294
    SEATTLE,WA98109     		N/A 509(a)(1) General Unrestricted 500
    MONTGOMERY HOSPICE INC
    1355 PICCARD DR STE 100
    ROCKVILLE,MD20850     		N/A 509(a)(1) General Unrestricted 400
    MOVING TRADITIONS
    115 W AVE STE 102
    JENKINTOWN,PA19046     		N/A 509(a)(2) General Unrestricted 360
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019     		N/A 509(a)(1) General Unrestricted 250
    MY NEW RED SHOES
    111 ANZA BLVD
    BURLINGAME,CA94010     		N/A 509(a)(1) General Unrestricted 400
    MYOTONIC DYSTROPHY FOUNDATION
    10016 FOOTHILLS BLVD STE 130
    ROSEVILLE,CA95747     		N/A 509(a)(1) General Unrestricted 250
    NAKED ANGELS LTD
    191 7TH AVE STE 2-S
    NEW YORK,NY10011     		N/A 509(a)(1) General Unrestricted 400
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 390412
    CAMBRIDGE,MA02139     		N/A 509(a)(1) General Unrestricted 400
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		N/A 509(a)(1) General Unrestricted 400
    NEW DRAMATISTS INC
    424 W 44TH ST
    NEW YORK,NY10036     		N/A 509(a)(1) General Unrestricted 250
    NEW ISRAEL FUND
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A 509(a)(1) NIF programs, General Operations 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013     		N/A 509(a)(1) General Unrestricted 300
    NEW YORK RESTORATION PROJECT
    254 W 31ST ST FL 10
    NEW YORK,NY10001     		N/A 509(a)(1) Million Trees Project 1,250
    NEW YORK THEOLOGICAL SEMINARY
    475 RIVERSIDE DR STE 500
    NEW YORK,NY10115     		N/A 509(a)(1) Support of Programs Relating to Incarcerated Prisoners and Re-entry to the Community. 2,500
    NEW YORK UNIVERSITY
    726 BROADWAY 2ND FL RM 238
    NEW YORK,NY10003     		N/A 509(a)(1) General Unrestricted 400
    NORTH STAR FUND INC
    520 8TH AVE RM 2203
    NEW YORK,NY10018     		N/A 509(a)(1) General Unrestricted 1,000
    NORTHEASTERN UNIVERSITY SCHOOL OF L
    400 HUNTINGTON AVE
    BOSTON,MA02115     		N/A 509(a)(1) Cooperative Income Sharing Program 1,500
    NORTHWEST HARVEST E M M
    711 CHERRY ST
    SEATTLE,WA98104     		N/A 509(a)(1) General Unrestricted 400
    NPOWER NORTHWEST
    403 23RD AVE S
    SEATTLE,WA98144     		N/A 509(a)(1) General Unrestricted 1,000
    NPOWER NORTHWEST
    403 23RD AVE S
    SEATTLE,WA98144     		N/A 509(a)(1) General Unrestricted 500
    NPOWER NY INC
    3 METRO TECH CENTER
    BROOKLYN,NY11201     		N/A 509(a)(1) Support of Career Path Training in Small Mid-size NGOs 1,000
    P E F ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVE STE 607
    NEW YORK,NY10017     		N/A 509(a)(1) ICCI - Inter-religious Coordinating Council in Israel 1,000
    PACIFIC LUTHERAN UNIVERSITY KPLU R
    2601 4TH AVE STE 150
    SEATTLE,WA98121     		N/A 509(a)(1) General Unrestricted 250
    PARENTS OF PS 9 INC
    100 W 84TH PS 9 INC
    NEW YORK,NY10024     		N/A 509(a)(1) Provide Part-time Librarian Services During School Days 2,500
    PENINSULA HUMANE SOCIETY SPCA
    12 AIRPORT BLVD
    SAN MATEO,CA94401     		N/A 509(a)(2) General Unrestricted 250
    PHILLIPS BROOK HOUSE ASSOCIATION IN
    HARVARD YARD
    CAMBRIDGE,MA02138     		N/A 509(a)(1) General Unrestricted 300
    PLANNED PARENTHOOD ASSOCIATION OF M
    1108 16TH ST NW
    WASHINGTON,DC20036     		N/A 509(a)(2) General Unrestricted 400
    PLANNED PARENTHOOD OF THE GREAT NOR
    2001 E MADISON ST
    SEATTLE,WA98122     		N/A 509(a)(2) General Unrestricted 400
    PRINCETON UNIVERSITY - ANNUAL GIVIN
    GIFT RECORDS BOX 5357
    PRINCETON,NJ08543     		N/A 509(a)(1) Annual Giving campaign for 2011-12 800
    PROJECT ENTERPRISE
    144 W 125TH ST FL 4
    NEW YORK,NY10027     		N/A 509(a)(1) General Unrestricted 1,000
    QUEEN ANNE HELPLINE INC
    311 W MCGRAW
    SEATTLE,WA98119     		N/A 509(a)(1) General Unrestricted 400
    RACHAELS WOMENS CENTER
    1222 11TH ST NW
    WASHINGTON,DC20001     		N/A 509(a)(1) General Unrestricted 1,000
    RADIO BILINGUE INC
    5005 E BELMONT AVE
    FRESNO,CA93727     		N/A 509(a)(1) General Unrestricted 2,000
    RECONSTRUCTIONIST RABBINICAL COLLEG
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A 509(a)(1) General Unrestricted 500
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DR
    SAN JOSE,CA95131     		N/A 509(a)(1) General Unrestricted 250
    RICHARD HUGO HOUSE
    1634 11TH AVE
    SEATTLE,WA98122     		N/A 509(a)(1) General Unrestricted 250
    RIVERSIDE PARK FUND INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A 509(a)(1) General Unrestricted 500
    ROBERT J GIARD JR MEMORIAL FUND INC
    555 5TH AVE
    NEW YORK,NY10017     		N/A 509(a)(1) General Unrestricted 1,500
    ROBERT W WOODRUFF ARTS CENTER INC
    1280 PEACHTREE ST NE
    ATLANTA,GA30309     		N/A 509(a)(1) General Unrestricted 500
    ROMAN CATHOLIC CHURCH OF THE ASCENS
    221 W 107TH ST
    NEW YORK,NY10025     		N/A 509(a)(1) General Unrestricted 750
    SALISBURY STATE UNIVERSITY FOUNDATI
    PO BOX 2655
    SALISBURY,MD21802     		N/A 509(a)(1) DelMarVa Public Radio Division 400
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A 509(a)(1) General Unrestricted 400
    SAN MATEO COUNTY COMMUNITY COLLEGES
    3401 CSM DR
    SAN MATEO,CA94402     		N/A 509(a)(1) General Unrestricted 250
    SARAH LAWRENCE COLLEGE
    ONE MEADWAY
    BRONXVILLE,NY10708     		N/A 509(a)(1) General Unrestricted 400
    SAVE THE BAY
    1330 BROADWAY STE 1800
    OAKLAND,CA94612     		N/A 509(a)(1) General Unrestricted 400
    SEATTLE ART MUSEUM
    1300 1ST AVE
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 200
    SEATTLE ARTS AND LECTURES INC
    105 MAIN ST STE 201
    SEATTLE,WA98104     		N/A 509(a)(2) General Unrestricted 250
    SEATTLE EDUCATION ACCESS
    6920 ROOSEVELT WAY NE
    SEATTLE,WA98115     		N/A 509(a)(1) General Unrestricted 200
    SEATTLE SCENIC STUDIOS
    PO BOX 46313
    SEATTLE,WA98146     		N/A 509(a)(1) General Unrestricted 400
    SEATTLE UNIVERSITY FOUNDATION
    901 12TH AVE PO BOX 222000
    SEATTLE,WA98122     		N/A 509(a)(1) Institute of Public Serice, MNPL Program 250
    SEATTLE YOUTH SYMPHONY ORCHESTRA
    11065 5TH AVE NE STE A
    SEATTLE,WA98125     		N/A 509(a)(2) General Unrestricted 250
    SECOND HARVEST FOOD BANK OF SANTA C
    750 CURTNER AVE
    SAN JOSE,CA95125     		N/A 509(a)(1) General Unrestricted 500
    SHAKESPEARE THEATRE
    516 8TH ST SE
    WASHINGTON,DC20003     		N/A 509(a)(2) General Unrestricted 250
    SHELTER NETWORK
    1450 CHAPIN AVE FL 2
    BURLINGAME,CA94010     		N/A 509(a)(1) General Unrestricted 250
    SHMA INSTITUTE
    1 GOJO PLZ STE 350
    AKRON,OH44311     		N/A 509(a)(1) General Unrestricted 200
    SHUNPIKE ARTS COLLECTIVE
    3518 FREMONT AVE N 118
    SEATTLE,WA98103     		N/A 509(a)(1) General Unrestricted 350
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A 509(a)(1) General Unrestricted 1,000
    SMITHSONIAN INSTITUTION OFFICE OF T
    1000 JEFFERSON DR SW
    WASHINGTON,DC20560     		N/A 509(a)(1) General Unrestricted 400
    SOME INC
    60 O ST NW
    WASHINGTON,DC20001     		N/A 509(a)(1) General Unrestricted 1,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		N/A 509(a)(1) General Unrestricted 250
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER AVE
    MOROVIA,CA91016     		N/A 509(a)(1) General Unrestricted 1,000
    STREET GRACE INC
    607 PEACHTREE ST NE
    ATLANTA,GA30308     		N/A 509(a)(1) General Unrestricted 250
    STUDIO THEATRE INC
    1501 14TH ST NW
    WASHINGTON,DC20005     		N/A 509(a)(1) General Unrestricted 250
    SUPER LEADERS INCORPORATED
    2127 G ST NW STE 303
    WASHINGTON,DC20052     		N/A 509(a)(1) General Unrestricted 1,000
    SUPPORT CENTER FOR NONPROFIT MANAGE
    305 7TH AVE 11TH FLR
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 1,500
    SUSAN G KOMEN BREAST CANCER FOUNDAT
    4840 ROSWELL RD BLDG D
    ATLANTA,GA30342     		N/A 509(a)(1) General Unrestricted 400
    SYNCHRONICITY PERFORMANCE GROUP
    PO BOX 6012
    ATLANTA,GA31107     		N/A 509(a)(1) General Unrestricted 500
    TECHBRIDGE INC
    1100 JOHNSON FERRY RD NE STE 670
    ATLANTA,GA30342     		N/A 509(a)(1) General Unrestricted 1,000
    THE AMERICAN VISIONARY ART MUSEUM I
    800 KEY HWY
    BALTIMORE,MD21230     		N/A 509(a)(1) General Unrestricted 400
    THE INTERNATIONAL ALLIANCE FOR WOME
    1760 OLD MEADOW RD STE 500
    MCLEAN,VA22102     		N/A 509(a)(2) To be used for Micro Finance 400
    THE JEWISH COMMUNITY CENTER IN MANH
    334 AMSTERDAM AVE AT 76TH ST
    NEW YORK,NY10023     		N/A 509(a)(1) General Unrestricted 300
    THE JEWISH FEDERATION OF GREATER WA
    6101 MONTROSE RD
    ROCKVILLE,MD20852     		N/A 509(a)(1) General Unrestricted 1,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		N/A 509(a)(1) General Unrestricted 250
    THE SCHECHTER INSTITUTES INC
    2300 COMPUTER AVE
    WILLOW GROVE,PA19090     		N/A 509(a)(1) General Unrestricted 400
    THE SHEPHERDS TABLE INC
    8210 COLONIAL LN STE A
    SILVER SPRING,MD20910     		N/A 509(a)(1) General Unrestricted 500
    THE SPORT OF GIVING INC
    680 TRINITY PL
    SUWANEE,GA30024     		N/A 509(a)(1) General Unrestricted 1,000
    THEATRE PUGET SOUND
    PO BOX 19643
    SEATTLE,WA98109     		N/A 509(a)(1) General Unrestricted 400
    THROUGH THE KITCHEN DOOR INTERNATIO
    3305 PAULINE DR
    CHEVY CHASE,MD20815     		N/A 509(a)(1) General Unrestricted 400
    THUNDERBIRD SCHOOL OF GLOBAL MANAGE
    1 GLOBAL PL
    GLENDALE,AZ85306     		N/A 509(a)(1) General Unrestricted 250
    TREEHOUSE
    2100 24TH AVE S STE 200
    SEATTLE,WA98144     		N/A 509(a)(1) General Unrestricted 400
    TRUSTEES OF THE CORCORAN GALLERY OF
    510 17TH ST NW
    WASHINGTON,DC20006     		N/A 509(a)(1) General Unrestricted 300
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A 509(a)(1) General Unrestricted 800
    UNITED JEWISH APPEAL FED OF JEWISH
    130 E 59TH ST
    NEW YORK,NY10022     		N/A 509(a)(1) General Unrestricted 1,000
    UNITED WAY OF FORSYTH COUNTY INC
    PO BOX 1350
    CUMMING,GA30028     		N/A 509(a)(1) General Unrestricted 1,000
    UNITED WAY OF THE NATIONAL CAPITAL
    8391 OLD COURTHOUSE RD STE 200
    VIENNA,VA22182     		N/A 509(a)(1) General Unrestricted 1,000
    UNIVERSITY OF MISSISSIPPI FOUNDATIO
    PO BOX 249
    UNIVERSITY,MS38677     		N/A 509(a)(1) General Unrestricted 250
    UNIVERSITY OF SAN FRANCISCO
    2130 FULTON ST
    SAN FRANCISCO,CA94117     		N/A 509(a)(1) General Unrestricted 250
    WAMU 885 - AMERICAN UNIVERSITY RAD
    4000 BRANDYWINE ST NW
    WASHINGTON,DC20016     		N/A 509(a)(1) General Unrestricted 500
    WASHINGTON AREA WOMENS FOUNDATION I
    1411 K ST NW STE 800
    WASHINGTON,DC20005     		N/A 509(a)(1) General Unrestricted 1,000
    WASHINGTON HEBREW CONGREGATION
    3935 MACOMB ST NW
    WASHINGTON,DC20016     		N/A 509(a)(1) General Unrestricted 500
    WASHINGTON JESUIT ACADEMY
    900 VARNUM ST NE
    WASHINGTON,DC20017     		N/A 509(a)(1) General Unrestricted 5,000
    WEST SIDE CENTER FOR COMMUNITY LIFE
    263 W 86TH ST
    NEW YORK,NY10024     		N/A 509(a)(1) General Unrestricted 400
    WEST SIDE HATZOLOH
    131 W 86TH ST
    NEW YORK,NY10024     		N/A 509(a)(1) General Unrestricted 400
    WESTERN WASHINGTON UNIVERSITY FOUND
    516 HIGH ST
    BELLINGHAM,WA98225     		N/A 509(a)(1) Theatre Arts Department 400
    WOMENS FUNDING ALLIANCE
    500 UNION ST STE 1000
    SEATTLE,WA98101     		N/A 509(a)(1) General Unrestricted 1,000
    WOODLAND SCHOOL
    360 LA CUESTA DR
    PORTOLA VALLY,CA94028     		N/A 509(a)(1) General Unrestricted 400
    WOOLLY MAMMOTH THEATRE CO
    641 D ST NW
    WASHINGTON,DC20004     		N/A 509(a)(2) General Unrestricted 500
    YEMAYA CORPORATION
    18 BLEECKER ST
    NEW YORK,NY10012     		N/A 509(a)(1) General Unrestricted 1,500
    YOUTH THEATER NORTHWEST
    PO BOX 296
    MERCER ISLAND,WA98040     		N/A 509(a)(2) General Unrestricted 250
    Total .................................bullet 3a 190,120
    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 81  
    4 Dividends and interest from securities....     14 115,651  
    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     18 417,782  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFederal Tax Refund     01 1,024  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   534,538  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13534,538
    (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: 11000218
    Software Version: 2011.0.0
    Part VI Line 7 - Tax Paid Original Return: 5276


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    Posner-Wallace Foundation
     
    Employer identification number

    52-6037555
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0001
     
     

    Estate of Irving Wallace - James R    
    POB 1585 Cathedral Station
       
    New York, NY   10025

    		$360,812




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0

    TY 2011 GeneralExplanationAttachment
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CALVERT SOC INV NT - 3.000 - 12/31/2012 13161ELD7 2000000.00% 20,007 20,000
    CALVERT SOCIAL INV FNDTN 3.0 12/31/11 13161EQA8 3000000.00% 30,007 30,001
    GMAC SMARTNOTES - 7.000 - 06/15/2022 37042GZE9 2000000.00% 20,000 16,879
    GMAC SMARTNOTES - 7.000 - 11/15/2024 3704A0TN2 1000000.00% 10,004 8,306

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1000 shares of ABBOTT LABS ABT 51,885 56,230
    6121 shares of ALLIANCEBERN EQUITY INCOME ADV AUIYX 128,161 131,917
    15596 shares of ALLIANCEBERN GLOBAL BOND ADV ANAYX 132,153 130,072
    609 shares of ALLIANCEBERN GLOBAL THEMATIC GR ADV ATEYX 43,205 37,071
    15281 shares of ALLIANCEBERN HIGH INCOME ADVISOR AGDYX 135,535 131,568
    5797 shares of ALLIANCEBERN S/M CAP GROWTH ADV CHCYX 37,500 37,740
    2543 shares of ALLIANCEBERN SMALL-MID CAP VALUE AD ABYSX 41,780 39,259
    12320 shares of ALLICANCEBERNSTEIN REALL ASSET ST AMTOX 138,185 128,622
    90 shares of ALTRIA GROUP INC MO 2,391 2,669
    8707 shares of AMERICAN FUNDS BOND FD OF AMERICA A ABNDX 112,054 109,277
    4770 shares of AMERICAN INVESTMENT CO OF AMERICA AIVSX 90,705 129,222
    462 shares of ANADARKO PETROLEUM CORP APC 4,346 35,264
    250 shares of APPLIED MATERIALS INC. AMAT 2,805 2,678
    105 shares of ASTRAZENECA AZN 4,889 4,860
    50 shares of ATT CORP COM NEW T 1,455 1,512
    2590 shares of BERNSTEIN EMERGING MARKETS SNEMX 75,945 62,755
    18994 shares of BERNSTEIN INTERMEDIATE DURATION PORTFOLIO SNIDX 268,806 263,255
    15856 shares of BERNSTEIN INTERNATIONAL PORTFOLIO SIMTX 220,035 196,777
    12833 shares of BLACKROCK GNMA PORTFOLIO INSTITUTIONAL CLASS BGNIX 130,458 132,950
    140 shares of BP PLC SPONSORED ADR BP 5,652 5,984
    30 shares of CENTERPOINT ENERGY CNP 623 603
    120 shares of CENTURY TEL INC CTL 4,104 4,464
    60 shares of CISCO SYSTEMS INC CSCO 1,089 1,085
    40 shares of CIT GROUP INC CIT 1,360 1,395
    250 shares of CITIGROUP INC C 7,634 6,578
    70 shares of CMS ENERGY CP CMS 1,390 1,546
    20 shares of CONOCOPHILLIPS COP 1,332 1,457
    60 shares of CONSTELLATION BRANDS INC STZ 1,155 1,240
    120 shares of CORNING INC GLW 1,784 1,558
    35 shares of DELL INC DELL 499 512
    180 shares of DELTA AIR LINES INC DAL 1,351 1,456
    30 shares of DEVON ENERGY CORPORATION DVN 2,081 1,860
    40 shares of DIRECTV GROUP DTV 1,789 1,710
    1000 shares of DOMINION RESOURCES INC D 25,030 53,080
    21 shares of DTE ENERGY CO COM DTE 1,023 1,143
    700 shares of DU PONT DE NEMOURS DD 28,148 32,046
    1000 shares of EXELON CORPORATION EXC 42,495 43,370
    1000 shares of EXXON MOBIL CORP XOM 1,305 84,760
    75 shares of FORD MOTOR COMPANY F 814 807
    18 shares of GAMESTOP CORP GME 399 434
    135 shares of GANNETT CO INC GCI 1,585 1,805
    3825 shares of GENERAL ELECTRIC CO GE 33,774 68,506
    175 shares of GENERAL MOTORS GM 4,147 3,547
    600 shares of GENERAL MOTORS CORP SR NTS - 7.250 - 04/15/2041 GMW 1,374  
    800 shares of GENERAL MOTORS CORP SR NTS - 7.250 - 07/15/2041 XGM 1,832  
    85 shares of GILEAD SCIENCES INC GILD 3,328 3,479
    400 shares of GMAC LLC NTS - 7.250 - 02/07/2033 GKM 10,004 8,156
    14 shares of GOLDMAN SACHS GROUP GS 1,378 1,266
    30 shares of HEALTH NET INC HNT 788 913
    225 shares of HEWLETT PACKARD CO HPQ 6,207 5,796
    25 shares of INGERSOL-RAND PLC IR 816 762
    2000 shares of INTEL CORP INTC 37,624 48,500
    500 shares of INTERNATIONAL BUSINESS MACHINES IBM 7,586 91,940
    3682 shares of IVY SCIENCE AND TECHNOLOGY WSTAX 101,084 103,147
    1105 shares of JOHNSON JOHNSON JNJ 25,318 72,466
    140 shares of JP MORGAN CHASE CO JPM 5,138 4,655
    150 shares of KROGER CO KR 3,501 3,633
    45 shares of LAM RESEARCH CORP LRCX 1,843 1,666
    50 shares of LEAR CORP LEA 2,111 1,990
    25 shares of LORILLARD INC COMMON STOCK LO 2,827 2,850
    55 shares of LOWES COMPANIES INC. LOW 1,111 1,396
    65 shares of LYONDELLBASELL INDUSTRIES NV LYB 1,967 2,112
    95 shares of MARATHON OIL CORP COM MRO 2,421 2,781
    110 shares of MARATHON PETROLEUM CORP MPC 3,933 3,662
    10 shares of MCGRAW-HILL MHP 389 450
    275 shares of MICRON TECHNOLOGY MU 1,492 1,730
    35 shares of MOODYS CORP MCO 1,190 1,179
    90 shares of MORGAN STANLEY MS 1,481 1,362
    1 shares of N V R INC. NVR 624 686
    45 shares of NEWELL RUBBERMAID INC. NWL 731 727
    1000 shares of NEXTERA ENERGY CAPITAL HOLDINGS INC 8.75 3/01/69 NEE-PF 25,600 28,950
    21 shares of NORTHROP GRUMMAN CORP NOC 1,174 1,228
    1000 shares of NOVARTIS AG ADR NVS 55,676 57,170
    2100 shares of NUVEEN FLTG RT INC JFR 30,594 22,806
    2000 shares of NUVEEN QUAL PFD INC JTP 29,815 15,140
    95 shares of NV ENERGY INC NVE 1,414 1,553
    350 shares of PFIZER INC. PFE 6,434 7,574
    1500 shares of SAUL CENTERS, INC. PFD A BFS-PA 33,754 38,775
    40 shares of SEAGATE TECHNOLOGY STX 637 656
    1928 shares of TEMPLETON GLOBAL INCOME FUND GIM 15,328 18,220
    55 shares of TIME WARNER CABLE INC TWC 3,619 3,496
    55 shares of TRANSOCEAN LTD. RIG 2,965 2,111
    50 shares of TRAVELERS COMPANIES INC THE TRV 2,619 2,959
    40 shares of TRW AUTOMOTIVE HOLDINGS CORP TRW 1,440 1,304
    90 shares of TYSON FOODS INC CL A TSN 1,604 1,858
    800 shares of UNION PACIFIC UNP 5,794 84,752
    70 shares of UNITEDHEALTH GROUP INC. UNH 3,178 3,548
    800 shares of VERIZON COMMUNICATIONS VZ 13,223 32,096
    65 shares of VIACOM INC. CL B VIA-B 2,927 2,952
    3100 shares of WASH REAL EST INV TR MARYLAND WRE 23,300 84,785
    60 shares of WELLPOINT INC WLP 3,876 3,975

    TY 2011 OtherExpensesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 18,093     18,093
    Bank Charges 70 70    
    Foundation Dues Memberships 1,830     1,830
    Premium payment for property insurance 301     301


    TY 2011 OtherIncomeSchedule2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Tax Refund 1,024    


    TY 2011 OtherNotesLoansRcvblShortSch2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Name of 501(c)(3) Organization Balance Due
    Root Capital Inc
          		25,000
    Root Capital Inc
          		25,000
    Root Capital Inc
          		50,000
    FINCA International
          		100,000
    FINCA International
          		100,000
    Non Profit Finance Fund
          		100,000


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 2,215 2,215    


    TY 2011 TaxesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2011 600 0 0 0
    Foreign Tax Paid 356 356 0 0