Form990-PF
Click to see attachment

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
JARVIS & CONSTANCE DOCTOROW
FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1238 LAKE STREET   Room/suite
City or town, state, and ZIP code
SALT LAKE CITY, UT84105
A Employer identification number

13-7415914
B Telephone number (see page 10 of the instructions)

(801) 949-3067
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$8,695,263J 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 728 728 728
4 Dividends and interest from securities...... 286,726 286,726 286,726
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 58,258
b Gross sales price for all assets on line 6a 1,735,093
7 Capital gain net income (from Part IV, line 2)... 58,258
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 -80,842 -80,842 -80,842
12 Total. Add lines 1 through 11........ 264,870 264,870 206,612
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,805     125,805
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 12,000 6,000   6,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 12,360 2,372   9,988
19 Depreciation (attach schedule) and depletion... Click to see attachment 713    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 27,309     27,309
22 Printing and publications.......... 175     175
23 Other expenses (attach schedule)....... Click to see list of attachments 66,752 55,729   8,594
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 245,114 64,101   177,871
25 Contributions, gifts, grants paid........ 623,850 623,850
26 Total expenses and disbursements. Add lines 24 and 25 868,964 64,101   801,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -604,094
b Net investment income (if negative, enter -0-) 200,769
c Adjusted net income (if negative, enter -0-)... 206,612
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.......... 32,954 282,664 282,664
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........... 1,884 1,877 1,877
10a Investments—U.S. and state government obligations (attach schedule) 125,200 Click to see attachment74,950 77,358
b Investments—corporate stock (attach schedule)........ 4,020,683 Click to see attachment3,713,606 4,249,990
c Investments—corporate bonds (attach schedule)........ 1,155,170 Click to see attachment1,051,971 1,206,863
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,340,745 Click to see attachment2,955,937 2,850,549
14 Land, buildings, and equipment: basis bullet4,038
Less: accumulated depreciation (attach schedule) bullet713   Click to see attachment3,325 3,325
15 Other assets (describe bullet) Click to see attachment28,122 Click to see attachment22,640 Click to see attachment22,637
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,704,758 8,106,970 8,695,263
Liabilities 17 Accounts payable and accrued expenses.......... 7,876 6,115
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)   Click to see attachment8,067
23 Total liabilities (add lines 17 through 22).......... 7,876 14,182
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 8,696,882 8,092,788
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    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,696,882 8,092,788
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,704,758 8,106,970
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 8,696,882
2 Enter amount from Part I, line 27a..................... 2 -604,094
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 8,092,788
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 8,092,788
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 64.094 PRUDENTIAL JENNISON NAT RES Z P 2010-11-30 2011-10-07
b MORGAN STANLEY-STMT AVAILABLE UPON REQUE P 2004-12-28 2011-10-07
c MORGAN STANLEY-STMT AVAILABLE UPON REQUE P 2000-01-01 2011-12-31
d MORGAN STANLEY-CAPITAL GAIN DISTRIBUTION P 2000-01-01 2011-12-31
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 2,802   3,453 -651
b 29,833   139,187 -109,354
c 1,697,802   1,534,195 163,607
d 4,656     4,656
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       -651
b       -109,354
c       163,607
d       4,656
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 58,258
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 -651
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 583,350 9,313,893 0.06263
2009 440,127 8,341,113 0.05277
2008 607,004 9,215,732 0.06587
2007 191,586 11,018,557 0.01739
2006 347,421 10,393,604 0.03343
2 Total of line 1, column (d) ...................... 2 0.23208
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 0.04642
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 9,465,782
5 Multiply line 4 by line 3....................... 5 439,364
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,008
7 Add lines 5 and 6......................... 7 441,372
8 Enter qualifying distributions from Part XII, line 4.............. 8 801,721
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 2,008
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 2,008
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 2,008
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,877
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 950
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,827
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 2
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 10 817
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet817 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
 
No
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletDOCTOROWFOUNDATION.ORG
    14
    The books are in care ofbulletSUZANNE LARSON Telephone no.bullet (801) 949-3067
    Located atbullet1238 LAKE STREETSALT LAKE CITYUT ZIP+4bullet84105
    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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    SHELLEY HUNT-CAMOIN Controller
    1.00     		4,000    
    322 M STREET
    SALT LAKE CITY,UT84105
    SUZANNE LARSON Trustee
    3.00     		78,000    
    1238 LAKE STREET
    SALT LAKE CITY,UT84105
    KIM SILCOX Trustee
    6.00     		23,805    
    1170 HERBERT AVENUE
    SALT LAKE CITY,UT84105
    FRANCOIS CAMOIN Trustee
    2.00     		19,000    
    322 M STREET
    SALT LAKE CITY,UT84103
    ROBERT LARSON Director
    0.25     		1,000    
    1238 LAKE STREET
    SALT LAKE CITY,UT84105
    JARVIS DOCTOROW Trustee
    0.00     		0    
    3280 BROADWAY
    NEW YORK,NY10027
    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  
    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
    9,017,100
    b
    Average of monthly cash balances.......................
    1b
    592,831
    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
    9,609,931
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    9,609,931
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    144,149
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,465,782
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    473,289
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    473,289
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    2,008
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,008
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    471,281
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    471,281
    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
    471,281
    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
    801,721
    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
    801,721
    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
    2,008
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    799,713
    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 7 471,281
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008....... 156,353
    d From 2009....... 27,053
    e From 2010....... 123,705
    fTotal of lines 3a through e......... 307,111
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 801,721
    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)...     		0
    d Applied to 2011 distributable amount..... 471,281
    e Remaining amount distributed out of corpus 330,440
    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 5 637,551
    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 ......     		637,551
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008.... 156,353
    c Excess from 2009.... 27,053
    d Excess from 2010.... 123,705
    e Excess from 2011.... 330,440
    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:
    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
    YOUR STORY
    So255 SOUTH CENTRAL CAMPUS DR 3500
    SALT LAKE CITY,UT84112     		N/A 501c3 PROMOTING YOURSTORY. 4,500
    WEBER STATE UNIVERSITY
    4018 UNIVERSITY CIRCLE
    OGDEN,UT84408     		N/A 501c3 BONNEVILLE CHAMBER MUSIC FESTIVAL. 13,500
    VOICE OF ASCENSION
    12 WEST 11TH STREET
    NEW YORK,NY10011     		N/A 501c3 2011-12 FIVE CONCERT CHORAL SERIES. 4,500
    UTAH SYMPHONY OPERA
    123 WEST TEMPLE
    SALT LAKE CITY,UT84101     		N/A 501c3 2010-11 EDUCATION AND COMMUNITY OUTREACH PROGRAMS. 7,000
    WILD AWARE UTAHHOGLE ZOO
    2600 SUNNYSIDE AVENUE
    SALT LAKE CITY,UT84108     		N/A 501c3 RPOMOTING WILD AWARE UTAH. 5,000
    UTAH FACES
    511 WEST 3900 SOUTH
    SALT LAKE CITY,UT84123     		N/A 501c3 VETERINARY EQUIPMENT UPGRADE. 5,000
    THEATRE BREAKING THROUGHT BARRIERS
    306 WEST 18TH STREET APT 3A
    NEW YORK,NY10010     		N/A 501c3 DEVELOPING THE MATERIAL & MANAGERS FOR THE FUTURE. 4,500
    SEARCH CARE
    1844 SECOND AVENUE
    NEW YORK,NY10128     		N/A 501c3 SUPPORTING MENTAL HEALTH CARE 4,500
    SALT LAKE ACTING CO
    168 WEST 500 NORTH
    SALT LAKE CITY,UT84103     		N/A 501c3 NEW PLAY SOUNDING SERIES. 4,500
    RIME
    1324 R STREET NW 3
    WASHINGTON,DC20009     		N/A 501c3 MUSICORPS. 2,000
    PEARL THEATRE
    307 WEST 38TH STREET STE 1805
    NEW YORK,NY10018     		N/A 501c3 WORLD PREMIERE PLAY BY TERRENCE MCNALLY FOR TPT. 4,500
    NAMI OF NY
    260 WASHINGTON AVENUE
    ALBANY,NY12210     		N/A 501c3 EDUCATING & ELIMINATING STIGMA OF MENTAL ILLNESS. 4,500
    MUSEUM CITY OF NEW YORK
    1220 5TH AVENUE
    NEW YORK,NY10029     		N/A 501c3 THE WORK OF DD AND LESLIE TILLETT. 13,500
    MERCY FIRST
    525 CONVENT ROAD
    SYOSSET,NY11791     		N/A 501c3 PROMOTING SPARCS@MERCYFIRST. 4,500
    LEXINGTON HISTORICAL SOCIETY
    141 COUNTY ROAD 13
    LEXINGTON,NY12452     		N/A 501c3 PAINTING OF HISTORICAL BUILDING. 8,000
    LEHMAN COLLEGE ART GALLERY
    250 BEDFORD PARK BLVD WEST
    BRONX,NY10468     		N/A 501c3 EXHIBITIONS & OUTRIEACH PROGRAMING. 4,500
    KINGSBRIDGE RIVERDALE MARBLE HILL F
    PO BOX 251 RIVERDALE STATION
    BRONX,NY10471     		N/A 501c3 FOOD PURCHASING PROGRAM. 1,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		N/A 501c3 GENERAL OPERATING EXPENSES. 4,000
    JEWISH FAMILY SERVICES
    2 NORTH MEDICAL DRIVE
    SALT LAKE CITY,UT84113     		N/A 501c3 COUNSELING PROGRAM. 4,500
    INTERNATIONAL THERAPY ANIMALS
    4050 SOUTH 2700 EAST
    SALT LAKE CITY,UT84124     		N/A 501c3 ANIMAL ASSISTED THERAPY. 4,500
    IDAHO STATE SYMPHONY
    921 SOUTH 8TH AVENUE
    POCATELLO,ID83209     		N/A 501c3 GUEST ARTIST SPONSORSHIP. 2,000
    HORIZON THEATRE REP
    117 EAST 37TH STREET STE 4C
    NEW YORK,NY10016     		N/A 501c3 BENITO CERENO BY ROBERT LOWELL. 3,600
    CALVERY CHAPEL SLC
    460 W CENTURY DRIVE
    SALT LAKE CITY,UT84121     		N/A 501c3 PARABLE PRODUCTIONS. 5,000
    DANIEL'S MUSIC FOUNDATION
    1641 3RD AVENUE 21A
    NEW YORK,NY10128     		N/A 501c3 DMF ON-SITE MUSIC INSTRUCTION CLASSES. 4,500
    COMMUNITY FOUNDATION OF UTAH
    6550 SOUTH MILLROCK DRIVE STE 125
    SALT LAKE CITY,UT84121     		N/A 501c3 GOE 5,000
    BRONX ARTS ENSEMBLE
    80 VAN CORTLANDT PARK SOUTH
    BRONX,NY10463     		N/A 501c3 KEEPING THE ARTS IN EDUCATION. 4,500
    BREAK A LEG PRODUCTIONS
    PO BOX 20503
    NEW YORK,NY10017     		N/A 501c3 DELICIOUS COMEDY READING SERIES. 2,250
    BATOTO YETU
    12 SYLVAN TERRACE
    NEW YORK,NY10032     		N/A 501c3 COMMUNITY DANCE PERFORMANCES. 4,500
    VSA ARTS OF UTAH
    230 SOUTH 500 WEST 125
    SALT LAKE CITY,UT84101     		N/A 501c3 ART ACCESS PROGRAMMING. 13,500
    AMERICAN SYMPHONY ORCHESTRA
    263 WEST 38TH STREET 10TH FL
    NEW YORK,NY10018     		N/A 501c3 LYONEL FEININGER'S "THREE FUGES". 4,500
    BLOOMINGDALE SCHOOL
    323 WEST 108TH STREET
    NEW YORK,NY10025     		N/A 501c3 MUSIC ACCESS PROJECT 9,000
    LIVING LIFE WITH ALACRITY
    PO BOX 427
    WOLCOTT,CO81665     		N/A 501c3 TO FUND A SERVICE DOG PROGRAM. 5,000
    KCC FOUNDATION
    2001 ONENTAL BOULEVARD
    BROOKLYN,NY11235     		N/A 501c3 GRANT RECIPIENT FOR RETURNING PROJECT GRANT, DEPT OF HEALTH. 2,500
    337 PROJECT
    170 S MAIN STREET SUITE 1500
    SALT LAKE CITY,UT84101     		N/A 501c3 FUND CREATION OF NEW WEBSITE FOR THIS VISUAL ARTS ORGANIZATION. 4,500
    THE ORCHESTRA OF THE BRONX
    5 MINERVA PLACE 2J
    BRONX,NY10468     		N/A 501c3 FUND FREE PROFESSIONAL CONCERTS IN THE BRONX. 9,000
    NORDOFF-ROBBINS MUSIC THERAPY FOUNDATION
    82 WASHINGTON SQUARE EAST 4TH FL
    NEW YORK,NY10003     		N/A 501c3 FUND MUSIC THERAPY. 13,500
    COMEDY CURES FDN
    168 W 48TH STREET 2ND FL
    NEW YORK,NY10036     		N/A 501c3 SUPPORT MENTAL HEALTH OF PATIENTS AND CAREGIVERS. 4,500
    WRITERS AT WORK
    PO BOX 540370
    NORTH SALT LAKE,UT84054     		N/A 501c3 SUPPORT WRITERS AT WORK CONFERENCE IN PARK CITY, UT. 13,500
    SPYHOP
    511 WEST 200 SOUTH
    SALT LAKE CITY,UT84101     		N/A 501c3 SUPPORT YOUNG WRITER AND DIRECTOR PROGRAM. 13,500
    HUMANITIES IN FOCUS
    255 SO CENTRAL CAMPUS DRIVE
    SALT LAKE CITY,UT84112     		N/A 501c3 FUND A DOCUMENTARY FILMMAKING COURSE. THE STUDENTS IN THE COURSE HAVE NEVER HAD THE OPPORTUNITY TO ATTEND COLLEGE. 13,500
    NATIONAL JAZZ MUSEUM IN HARLEM
    104 E 126TH STREET 2D
    NEW YORK,NY10035     		N/A 501c3 TO EXTEND THE HARTLEM SPEAKS EDUCATION INITIATIVE. 9,000
    GREEN ROOM PLAYERS
    PO BOX 535 941 SCRIBNER HOLLOW RD
    HUNTER,NY12442     		N/A 501c3 SUPPORT A SMALL THEATRE-LIVE PERFORMANCE GROUP. 900
    FICTION COLLECTIVE TWO
    3007 NORTH BEN WILSON
    VICTORIA,TX77901     		N/A 501c3 ESTABLISHMENT OF THE PRIZE IN INNOVATIVE FICTION. 25,000
    CANCER WELLNESS HOUSE
    59 SOUTH 1100 EAST
    SALT LAKE CITY,UT84105     		N/A 501c3 FUNDING FOR A THERAPEUTIC WRITING WORKSHOP. 5,850
    ENTRADE INSTITUTE
    185 WEST MAIN
    TORREY,UT84775     		N/A 501c3 PROMOTING MUSIC AND ARTS PERFORMANCE AND EDUCATION. 4,500
    INT'L KEYBOARD INSTITUTE
    229 W 97 STREET 1B
    NEW YORK,NY10025     		N/A 501c3 PROMOTING MUSIC PERFORMANCE OPPORTUNITIES FOR EMERGING ARTISTS. 4,500
    DOUBLE ENTENDRE
    160 CABRINI BLVD
    NEW YORK,NY10033     		N/A 501c3 PROMOTING MUSIC PERFORMANCE. 1,000
    CLASSICAL THEATER OF HARLEM
    520 8TH AVE 313
    NEW YORK,NY10018     		N/A 501c3 ROMOTING LIVE THEATER IN AN UNDERSERVED COMMUNITY. 9,000
    BAD DOG REDISCOVERS AMERICA
    230 SOUTH 500 WEST 220
    SALT LAKE CITY,UT84101     		N/A 501c3 SUPPORTING ART APPRECENTICESHIP PROGRAM FOR UNDERSERVED TEENS. 13,500
    ARTISTS OF UTAH
    PO BOX 526292
    SALT LAKE CITY,UT84152     		N/A 501c3 SUPPORTING PUBLICATION OF INTERNET MAGAZINE COMMUNICATING WITH VISUAL ARTISTS AND AUDIENCES. 4,500
    AMERICAN MODERN ENSEMBLE
    484 W 43RD ST 37C
    NEW YORK,NY10036     		N/A 501c3 PROMOTING MUSIC PERFORMANCE. 6,750
    YOUNG PEOPLE CHORUS
    92 ST Y 1395 LEXINGTON AVE
    NEW YORK,NY10128     		N/A 501c3 PROMOTING MUSIC PERFORMANCE OPPORTUNITIES FOR UNDERSERVED SCHOOL CHILDREN. 9,000
    NY PHILOMUSICA
    105 W 73 STREET
    NEW YORK,NY10023     		N/A 501c3 PROMOTING MUSIC PERFORMANCE 13,500
    DANCE THEATER OF HARLEM
    466 W 152 STREET
    NEW YORK,NY10031     		N/A 501c3 SUPPORT MUSIC EDUCATION 9,000
    SOUTH BRONX MENTAL HEALTH
    773 BECK ST
    BRONX,NY10455     		N/A 501c3 FUND AND MAINTAIN A COMPUTER CENTER SUPPORTING PEOPLE WITH MENTAL CHALLENGES. 31,500
    RIVERDALE MENTAL HEALTH
    5676 RIVERDALE AVE
    BRONX,NY10471     		N/A 501c3 PROMOTING MENTAL HEALTH SERVICES. 31,500
    QUINTET OF AMERICAS
    15 CIRCLE RD
    DOUGLASTON,NY11363     		N/A 501c3 PROMOTING MUSIC PERFORMANCE. 9,000
    EARLY MUSIC FOUNDATION
    1047 AMSTERDAM
    NEW YORK,NY10025     		N/A 501c3 PROMOTING MUSIC PERFORMANCE. 9,000
    FOUNTAIN HOUSE
    425 W 47 STREET
    NEW YORK,NY10036     		N/A 501c3 PROMOTING FINE ARTS FROM PEOPLE WITH MENTAL CHALLENGES. 6,750
    PERSPECTIVES ENSEMBLE
    PO BOX 3066 CHURCH ST STAREET
    NEW YORK,NY10008     		N/A 501c3 PROMOTING MUSIC PERFORMANCE. 30,250
    CATSKILL MOUNTAIN FOUNDATION
    7970 MAIN STREET
    HUNTER,NY12442     		N/A 501c3 SUPPORT OPERATING EXPENSES. 130,000
    NY GILBERT SULLIVAN
    302 W 91 ST
    NEW YORK,NY10024     		N/A 501c3 PROMOTING MUSIC PERFORMANCE 13,500
    Total .................................bullet 3a 623,850
    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         728
    4 Dividends and interest from securities....         286,726
    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.....         80,842
    8Gain or (loss) from sales of assets other than inventory         58,258
    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)..     264,870
    13Total. Add line 12, columns (b), (d), and (e)..................
    13264,870
    (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.)
    13 INCOME IS USED TO CARRY OUT CHARITABLE FUNCTIONS FOR WHICH F0UNDATION WAS FORMED.
    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: 11000144
    Software Version: 2011v1.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,000 6,000 0 6,000

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

    TY 2011 AmortizationSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    SOFTWARE 2011-04-12 1,579     263     263
    SOFTWARE 2010-03-29 6,500 1,084   2,166     3,250

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

    TY 2011 DepreciationSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 2011-10-12 1,656   57 14.29 % 237      
    COMPUTER 2011-09-29 2,382   53 20.00 % 476      

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GE CAP CORP. 177,497 221,356
    CATERPILLAR INC. 97,481 117,346
    ALLTEL CORP DEBENTURES 100,328 118,530
    HOME DEPOT INC SR NOTES 88,577 115,497
    GOLDMAN SACHS GROUP INC. 50,230 51,106
    GE CAPITAL CORP. 24,623 26,959
    COMCAST CORP. 136,117 145,469
    ALTRIA GROUP INC. 104,283 112,895
    TARGET CORP 130,596 141,522
    GE CAPITAL CORP. 50,473 52,313
    VIRGINIA ELEC & PWR CO. 91,766 103,870
    BANK OF AMERICA SUB NOTE    

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Name of Stock End of Year Book Value End of Year Fair Market Value
    TEVA PHARMACEUTICALS ADR 101,017 80,720
    MC DONALDS CORP 100,387 120,396
    FORD MOTOR CO 97,449 96,840
    DUKE ENERGY CORP HLDING CO 59,444 66,000
    GAMCO NATURAL RES 250,000 168,000
    FANNIE MAE 8.25% SER T PFD 100,000 5,600
    VERIZON COMMUNICATIONS 198,093 281,883
    VANGUARD EMRG MKTS ETF 100,303 95,525
    UNITED TECHNOLOGIES CORP. 93,521 109,635
    SOUTHERN CO. 99,981 124,983
    PWRSHR WLDHILL CLEAN ENERGY 102,050 25,350
    PROCTER & GAMBLE 262,746 286,853
    PEPSICO INC. 90,574 112,795
    NINTENDO CO LTD 48,100 16,940
    MERCK & CO INC.    
    JOHNSON & JOHNSON 203,783 216,414
    ISHARES S&P MIDCAP 400 INDEX 153,867 186,609
    ISHARES NASDAQ BIOTECH FUND 59,482 83,480
    ISHARE MSCI BRAZIL (FREE) INDEX 99,640 86,085
    ISHARES FTSE/CHINA 25 INDEX FD 130,972 114,652
    ISHARES BARCLAYS CREDIT BD ETF 526,651 605,567
    INTL BUSINESS MACHINES CORP. 93,424 196,935
    INTEL CORP.    
    HONEYWELL INTERNATIONAL INC.    
    HEALTH CARE SEL SECT SPDR FD 106,741 121,415
    GENERAL ELECTRIC CO. 82,598 81,311
    EXXON MOBIL CORP. 112,855 186,472
    CICSO SYS INC 127,566 117,520
    CATERPILLAR INC.    
    AT&T 222,028 257,010
    APPLE INC 90,334 405,000
    CITIGROUP INC    

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    US Government Securities - End of Year Book Value:

    74,950
    US Government Securities - End of Year Fair Market Value:

    77,358
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2011 InvestmentsOtherSchedule2
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TEMPLETON GLOBAL BD FD A AT COST 736,195 713,838
    PRUDENTIAL JENNISON NAT RES A AT COST    
    PIMCO UNCONSTRAINED BD A AT COST 393,822 384,678
    PIMCO LOW DURATION FD A AT COST 262,634 258,657
    OPPENHEIMER DEVELOPING MKTS A AT COST 203,455 169,276
    LORD ABBETT SHT DURATION INC A AT COST 570,288 565,127
    EATON VANCE GREATER INDIA A AT COST 100,151 70,321
    AURORA BANK FSB WILMINGTON DE CD AT COST    
    MSSB SPECTRUM TECHNICAL LP AT COST    
    MSSB SPECTRUM SELECT LP AT COST 155,850 156,298
    ORION FUTURE FUND LP AT COST 377,311 374,588
    MF CHARTER GRAHAM AT COST 156,231 157,766

    TY 2011 LandEtcSchedule2
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 2,382 476 1,906 3,325
    Furniture and Fixtures 1,656 237 1,419  


    TY 2011 OtherAssetsSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Rounding   3  
    Net Intangible Assets 5,416 4,566 4,566
    ACCRUED INTEREST ON BONDS 22,706 18,071 18,071


    TY 2011 OtherExpensesSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WC INSURANCE -234     -234
    TELEPHONE 3,457     3,457
    POSTAGE 26     26
    PAYROLL PROCESSING 93     93
    OUTSIDE SERVICES 373     373
    OFFICE EXPENSES 2,516 1,258   1,258
    MISC. EXPENSES 1,944     1,944
    FINANCIAL ADVISORY FEES 54,445 54,445    
    EQUIPMENT RENTAL 324     324
    EPTL FILING FEE 250     250
    CONSULTING 800     800
    BOOKS AND SUBSCRIPTIONS 303     303
    BANK CHARGES 26 26    
    Amortization 2,429      


    TY 2011 OtherIncomeSchedule2
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income -80,842 -80,842 -80,842


    TY 2011 OtherLiabilitiesSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE   1,477
    PAYROLL TAXES PAYABLE   6,590


    TY 2011 TaxesSchedule
    Name:
    JARVIS & CONSTANCE DOCTOROW
    FAMILY FOUNDATION
    EIN: 13-7415914
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 9,988     9,988
    FOREIGN TAX 2,372 2,372