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
The Poetry Foundation
 
% CAREN SKOULAS
Number and street (or P.O. box number if mail is not delivered to street address)61 West Superior Street   Room/suite
City or town, state, and ZIP code
Chicago, IL60654
A Employer identification number

36-2490808
B Telephone number (see page 10 of the instructions)

(312) 787-7070
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$197,131,499J 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) 8,295
2 Check bullet
3 Interest on savings and temporary cash investments 7,477 7,477 7,477
4 Dividends and interest from securities...... 2,842,910 2,842,910 2,842,910
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,836,305
b Gross sales price for all assets on line 6a 4,832,029
7 Capital gain net income (from Part IV, line 2)... 1,835,850
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 674,560 74,615 612,339
12 Total. Add lines 1 through 11........ 5,369,547 4,760,852 3,462,726
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 559,230 121,210 121,210 438,020
14 Other employee salaries and wages...... 1,176,125 7,580 7,580 1,163,404
15 Pension plans, employee benefits....... 623,390 32,931 32,931 574,806
16a Legal fees (attach schedule)......... Click to see attachment 78,563 2,918 2,918 82,157
b Accounting fees (attach schedule)....... Click to see attachment 79,650 15,930 15,930 53,720
c Other professional fees (attach schedule).... Click to see attachment 852,964 0 0 842,573
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 108,301 4,654 4,654 103,647
19 Depreciation (attach schedule) and depletion... Click to see attachment 746,285 4,681 4,681
20 Occupancy.............. 810,186 8,755 8,755 730,871
21 Travel, conferences, and meetings....... 488,192     490,217
22 Printing and publications.......... 1,134,387   449,444 609,033
23 Other expenses (attach schedule)....... Click to see attachment 1,363,102 396,517 311,496 777,077
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,020,375 595,176 959,599 5,865,525
25 Contributions, gifts, grants paid........ 767,535 665,035
26 Total expenses and disbursements. Add lines 24 and 25 8,787,910 595,176 959,599 6,530,560
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,418,363
b Net investment income (if negative, enter -0-) 4,165,676
c Adjusted net income (if negative, enter -0-)... 2,503,127
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............... 49,957 99,838 99,838
2 Savings and temporary cash investments.......... 5,656,515 1,878,035 1,878,035
3 Accounts receivable bullet216,024
Less: allowance for doubtful accounts bullet1,431 22,257,608 214,593 214,593
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........... 151,893 384,491 384,491
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 86,078,840 Click to see attachment92,416,837 92,416,837
c Investments—corporate bonds (attach schedule)........ 36,270,826 Click to see attachment37,938,562 37,938,562
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,483,685 Click to see attachment13,815,535 13,815,535
14 Land, buildings, and equipment: basis bullet23,512,666
Less: accumulated depreciation (attach schedule) bullet1,558,901 14,532,988 Click to see attachment21,953,765 21,953,765
15 Other assets (describe bullet) Click to see attachment35,131,406 Click to see attachment28,429,843 Click to see attachment28,429,843
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 207,613,718 197,131,499 197,131,499
Liabilities 17 Accounts payable and accrued expenses.......... 1,262,632 790,139
18 Grants payable................... 102,500 102,500
19 Deferred revenue.................. 500,707 486,656
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 15,000,000 Click to see attachment15,000,000
22 Other liabilities (describe bullet) Click to see attachment5,276 Click to see attachment2,519
23 Total liabilities (add lines 17 through 22).......... 16,871,115 16,381,814
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 156,033,443 152,691,177
25 Temporarily restricted................ 34,577,718 27,927,066
26 Permanently restricted................ 131,442 131,442
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).................... 190,742,603 180,749,685
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 207,613,718 197,131,499
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)............... 1 190,742,603
2 Enter amount from Part I, line 27a..................... 2 -3,418,363
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 798,565
4 Add lines 1, 2, and 3.......................... 4 188,122,805
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 7,373,120
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 180,749,685
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 - CAP GN DIST P    
b PUBLICLY TRADED SECURITIES - CAP GN DIST P    
c PUBLICLY TRADED SECURITIES - CAP GN DIST P    
d PUBLICLY TRADED SECURITIES - CAP GN DIST P    
e PUBLICLY TRADED SECURITIES - CAP GN DIST P    
PUBLICLY TRADED SECURITIES - SHORT TERM P    
PUBLICLY TRADED SECURITIES - LONG TERM P    
LT CAPITAL GAIN FROM LIMITED PARTNERSHIP P    
ST CAPITAL LOSS FROM LIMITED PARTNERSHIP P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,329,916     1,329,916
b 158,463     158,463
c 90,965     90,965
d 10,893     10,893
e 5,173     5,173
19,328   19,277 51
2,980,672   2,972,807 7,865
236,619     236,619
    4,095 -4,095
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       1,329,916
b       158,463
c       90,965
d       10,893
e       5,173
      51
      7,865
      236,619
      -4,095
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 1,835,850
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 -4,044
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      
2009      
2008      
2007      
2006      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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: 2008-08-01(attach copy of letter if necessary–see instructions)
b 1 N/A
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 0
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 0
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
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
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)bulletIL
    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
    Yes
     
    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 addressbulletwww.poetryfoundation.org
    14
    The books are in care ofbulletCAREN SKOULAS Telephone no.bullet (312) 799-8001
    Located atbullet61 WEST SUPERIOR STREETCHICAGOIL ZIP+4bullet60654
    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
     
    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
     
     
    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
    Deborah Cummins TRUSTEE
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Thomas C Cronin TRUSTEE
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Celia Hilliard TRUSTEE
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Ethel R Kaplan TRUSTEE
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    John J Kenney CHAIR
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Sylvia Manning trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Donald G Marshall Chair
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Robert C McCormack trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Daniel Menaker Trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Patricia Nissen vice chair
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Charlie Pierce Vice Chair
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Paul Ruxin Trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Robert Wedgeworth Vice Chair
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Benna Wilde Secretary
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Willard Bunn Trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Gail Bush Trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Kim Coventry Trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Eden Martin Trustee
    2.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Stuart J Miller Trustee
    2.0     		0    
    61 West Superior Street
    Chicago,IL60654
    John Barr President
    35.0     		268,650 64,975 0
    61 West Superior Street
    Chicago,IL60654
    Caren Skoulas CFO
    35.0     		192,800 59,383 0
    61 West Superior Street
    Chicago,IL60654
    Christian Wiman Editor
    35.0     		97,780 52,870 0
    61 West Superior Street
    Chicago,IL60654
    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
    CATHERINE HALLEY EDITOR & DIRECTOR
    35.0     		99,807 25,274 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    STEPHEN YOUNG PROGRAM DIRECTOR
    35.0     		96,161 43,260 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    DONALD SHARE ASSOCIATE DIRECTOR
    35.0     		75,021 52,063 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    STEPHANIE HLYWAK MEDIA DIRECTOR
    35.0     		68,000 18,971 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    ELIZABETH ALLEN PROJECT MANAGER
    35.0     		67,556 39,732 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    Total number of other employees paid over $50,000...................bullet 4
    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
    Norcon Inc Construction 7,246,056
    661 West Ohio Street
    CHICAGO,IL60654
    US Equities Development LLC Property Planning 223,486
    20 N Michigan Ave Ste 400
    CHICAGO,IL60602
    Tierra Innovation Inc Web Design Services 215,660
    400 Lafayette Street Ste 400
    NEW YORK,NY10003
    John Ronan Architects Architecture Service 155,232
    420 W Huron St
    CHICAGO,IL60654
    Most Training & Consulting LP IT Support 131,645
    4541 N Ravenswood Avenue
    CHICAGO,IL606405296
    Total number of others receiving over $50,000 for professional services.............bullet7
    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 "POETRY" MAGAZINE- SEE PAGE 17 2,068,638
    2 POETRYFOUNDATION.ORG- SEE PAGE 18 2,221,772
    3 EDUCATIONAL AND PUBLIC PROGRAMS AND PRIZES- SEE PAGE 19 6,831,752
    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 NONE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    143,901,163
    b
    Average of monthly cash balances.......................
    1b
    12,278,730
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    11,871,366
    d
    Total (add lines 1a, b, and c).........................
    1d
    168,051,259
    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
    150,000
    3
    Subtract line 2 from line 1d.........................
    3
    167,901,259
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    2,518,519
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    165,382,740
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,269,137
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    6,530,560
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    8,100,565
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    14,631,125
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    14,631,125
    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 0
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:2009, 2008, 2007 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 14,631,125
    a Applied to 2010, but not more than line 2a 0
    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.....  
    e Remaining amount distributed out of corpus  
    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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		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 ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
    2008-08-01
    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
    2,503,127 2,470,356 999,915 877,715 6,851,113
    b 85% of line 2a ......... 2,127,658 2,099,803 849,928 746,058 5,823,447
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		14,631,125 10,645,486 5,267,744 5,876,200 36,420,555
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		665,035       665,035
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		13,966,090 10,645,486 5,267,744 5,876,200 35,755,520
    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)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		5,512,758 4,809,713 3,550,368 3,192,253 17,065,092
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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.
    NONE
    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:
    Stephen Young Program Director
    61 West Superior Street
    Chicago,IL60654
    (312) 799-8002
    bThe form in which applications should be submitted and information and materials they should include:
    FOR GRANTS TO EXEMPT ORGANIZATIONS, APPLICATIONS SHOULD BE MADE BY LETTER AND SHOULD INCLUDE INFORMATION ABOUT THE REQUESTING ORGANIZATION AND A DETAILED DESCRIPTION OF HOW THE GRANT WILL BE USED. APPLYING ORGANIZATIONS SHOULD INCLUDE DOCUMENTS VERIFYING TAX STATUS. APPLICATIONS FOR SUPPORT FOR NEEDY POETS SHOULD BE MADE BY LETTER BY INDIVIDUALS NOT RELATED TO THE POET. INFORMATION THAT ALLOWS THE FOUNDATION TO VERIFY THE POET'S STATUS MUST BE PROVIDED.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES. GRANT APPLICATIONS ARE REVIEWED PERIODICALLY ON A YEAR ROUND BASI
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE POETRY FOUNDATION IS A PRIVATE OPERATING FOUNDATION AND PRIMARILY RUNS ITS OWN PROGRAMS. WE HAVE A SMALL GRANTS PROGRAM FOR ORGANIZATIONS WHOSE WORK IS CONSISTENT WITH THE FOUNDATION'S MISSION AND WHO MAY BE BETTER ABLE TO FULFILL THE FOUNDATION'S MISSION IN PARTICULAR AREAS. WE ALSO HAVE A SMALL FUND TO PROVIDE FINANCIAL SUPPORT TO POETS IN EMERGENCY FINANCIAL SITUATIONS, PRIMARILY RELATED TO HEALTHCARE.
    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
    Alicia E Stallings
    44 Angylis St
    Athens,Neos Kosmos11743
    GR     		NONE Individual John Frederick Nims Memorial Prize 500
    Allison Seay
    3021 Riverhills Ln
    Midlothian,VA23113     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    American Public Media
    PO Box 70870
    St Paul,MN55170     		NONE Public Charity Sponsorship of The Writer's Almanac 120,000
    AWP
    4400 University Drive/ Mail Stop 1E
    Fairfax,VA22030     		NONE Public Charity AWP Conference Sponsorship 10,000
    Belle Randall
    1202 N 42nd St
    Seattle,WA08103     		NONE Individual Editor's Prize for Best Letter 250
    Brooklyn Arts Council
    290 20th St 1L
    Brooklyn,NY11215     		NONE Public Charity Alzheimer's Poetry Project 5,000
    Carolyn Forche
    6429 Dahlonega Rd
    Bethesda,MD20816     		NONE Individual Levinson Prize 500
    Cave Canem Foundations Inc
    20 Jay St Ste 310-A
    Brooklyn,NY11201     		NONE Public Charity General Support 10,000
    Daniel Brett Clendening
    684 Brook Circle
    Griffin,GA30224     		NONE Individual Editor's Prize for Best Letter 250
    David Ferry
    49 Cypress Street 2
    Brookline,MA02445     		NONE Individual Ruth Lilly Poetry Prize 100,000
    Ether Sea
    925 Bergen Street
    Brooklyn,NY11231     		NONE Individual Memorial Donation 1,000
    Farnoosh Fathi
    300 Page Street
    San Francisco,CA94102     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Franz Wright
    24 Lyman Terrace
    Waltham,MA02452     		NONE Individual J. Howard and Barbara M.J. Wood Prize 5,000
    Illinois Arts Alliance
    203 N Wabash Suite 1920
    Chicago,IL60601     		NONE Public Charity Institutional Partner Membership 1,000
    J Patrick Lewis
    485 Legacy Drive
    Westerville,OH43082     		NONE Individual Children's Poet Laureate Appointment Prize 25,000
    Jim Powell
    2112 Bonar St Apt D
    Berkeley,CA94702     		NONE Individual Poet in Need Donation 2,500
    Joshua Mehigan
    81 Ocean Parkway Apt 5C
    Brooklyn,NY11218     		NONE Individual Editor's Prize for Feature Article 1,000
    Kent State University Foundation Inc
    301 Satterfield Hall
    Kent,OH44242     		NONE Public Charity Wick Poetry Center - Traveling Stanzas Program 2,500
    Marcus Wicker
    1735 Brian Ct
    Ann Arbor,MI48104     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Meg Day
    1545 Santa Clara Ave Apt D
    Alameda,CA94501     		NONE Individual Poet in Need Donation 2,500
    National Center for Creative Aging
    4125 Albernarle St NW
    Washington,DC200162105     		NONE Public Charity Conference Sponsorship 2,500
    National Public Radio Inc
    635 Massachusetts Ave NW
    Washington,DC200013753     		NONE Public Charity NPR Poetry Programming Support 50,000
    Olivia C Friedman
    2335 Lucerne Avenue
    Los Angeles,CA90016     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Peter Campion
    5525 Vincent Ave S
    Minneapolis,MN55410     		NONE Individual Editor's Prize Best Review in Poetry Magazine 1,000
    Poets House
    10 River Terrace
    New York,NY10282     		NONE Public Charity Poetry Programs 10,000
    Reginald D Betts
    6221 Lexington Ridge Dr
    Lexington,MA02421     		NONE Individual Frederick Bock Prize 500
    River North Film Festival
    61 West Superior Street
    Chicago,IL60654     		NONE Public Charity River North Film Festival 400
    Sina Queyras
    5030 Rue Chambord 3
    Montreal,QCH2J 3N2
    CA     		NONE Individual Friends of Literature Prize 500
    Small Press Distribution
    1341 7th St
    Berkeley,CA94710     		NONE Public Charity Sponsorship for The Bee-In 1,000
    Teachers & Writers Collaborative
    520 Eighth Ave Ste 2020
    New York,NY10018     		NONE Public Charity Conference Sponsorship 2,500
    The Cliff Dwellers
    200 S Michigan Ave Fl 22
    Chicago,IL60604     		NONE Public Charity Chicago Literary Hall of Fame Sponsorship 500
    The National Poetry Series
    57 Mountain Ave
    Princeton,NJ08540     		NONE Public Charity Publication Support 10,000
    Theodore Zachary Cotler
    2335 Lucerne Avenue
    Los Angeles,CA90016     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Tom Pickard
    Rose Cottage CA9 3Bw
    Brampton,ON  
    CA     		NONE Individual Bess Hokin Prize 1,000
    Tonya Foster
    120 Ocean Parkway Apt 6K
    Brooklyn,NY11218     		NONE Individual Tonya Foster Donation Fund 2,500
    WETA
    2775 S Quincy St
    Arlington,VA222062269     		NONE Public Charity Sponsorship- PBS NewsHour 200,000
    WGBH
    1 Guest St
    Boston,MA021352016     		NONE Public Charity Poetry Everywhere Collection 10,635
    Young Chicago Authors
    1180 N Milwaukee Ave 2nd Floor
    Chicago,IL60642     		NONE Public Charity Grant for Writing Program 10,000
    Total .................................bullet 3a 665,035
    bApproved for future payment
    Alba Public School
    5935 Elm St
    Elmira,MI49730     		None Public Charity Grant for book purchase 500
    Alexa Moeller
    1161 37th St NW
    Watertown,SD57261     		None Individual Recitation Prize 100
    Alexander Barnes
    523 Strawberry Lane
    Ashland,OR97520     		None Individual Recitation Prize 100
    Alexis Barrera
    1734 Chelsea Circle
    Howell,MI48843     		None Individual Recitation Prize 100
    Amanda Titolo
    9940 Moonvalley Pl
    Las Vegas,NV89134     		None Individual Recitation Prize 200
    Andre Goddard Jr
    3200 Lenox Rd NE C401
    Atlanta,GA30324     		None Individual Recitation Prize 100
    Angela Yang
    2230 Cottage Grove Alcove
    Woodbury,MN55129     		None Individual Recitation Prize 100
    Anita Norman
    12318 Dargie Dr
    Arlington,TN38002     		None Individual Recitation Prize 200
    Anna Wolfs
    W329 N9232 West Shore Dr
    Hartland,WI53029     		None Individual Finalist for National Scholarship Prize 1,000
    Anna Wolfs
    W329 N9232 West Shore Dr
    Hartland,WI53029     		None Individual Recitation Prize 200
    Annelise Yee
    1520-A Alewa Dr
    Honolulu,HI96817     		None Individual Recitation Prize 100
    Antilles School
    7280 Frenchmans Bay 16-1
    St Thomas,VI00802     		None Public Charity Grant for book purchase 500
    Arlington High School
    5475 Airline Rd
    Arlington,TN38002     		None Public Charity Grant for book purchase 500
    Arrowhead Union High School
    700 North Ave
    Hartland,WI53029     		None Public Charity Grant for book purchase 500
    ArvadaClearmont High School
    PO Box 33
    Clearmont,WY82835     		None Public Charity Grant for book purchase 500
    Aryeh Lax
    13900 Donalds St
    Anchorage,AK99516     		None Individual Recitation Prize 200
    Ashley Kiley
    124 Mike McConnell Ave
    Iva,SC29655     		None Individual Recitation Prize 100
    Austin Graef
    2803 Duncan Dr
    Missoula,MT59802     		None Individual Recitation Prize 200
    Baldwin High School
    415 Eisenhower
    Baldwin City,KS66006     		None Public Charity Grant for book purchase 500
    Bishop Hendricken High School
    2615 Warwick Ave
    Warwick,RI02889     		None Public Charity Grant for book purchase 200
    Blanca Stephanie Garcia
    414 Harding St
    Clayton,NM88415     		None Individual Recitation Prize 200
    Box Elder High School
    380 S 600 W
    Brigham City,UT84302     		None Public Charity Grant for book purchase 200
    Brady Jernigan
    46-064 Makena Pl
    Kaneohe,HI96744     		None Individual Recitation Prize 200
    Bria Frehner
    9 Altemont St
    West Peterborough,NH03468     		None Individual Recitation Prize 200
    Brian Durankan
    26 Sevilla Ave
    Warwick,RI02889     		None Individual Recitation Prize 100
    Brian Gilberts
    10309 Gretchen Nicole Ct
    Woodstock,MD21163     		None Individual Recitation Prize 200
    Brian Rhoades
    509 E Sandpiper Tel
    Sioux Falls,SD57108     		None Individual Recitation Prize 200
    Broad Ripple Magnet High School
    1115 Broad Ripple Ave
    Indianapolis,IN46220     		None Public Charity Grant for book purchase 500
    Bruce McCuskey
    1001 Vine St
    Saint Albans,WV25177     		None Individual Recitation Prize 200
    Brynn Powell
    1443 W Balboa St
    Kuna,ID83634     		None Individual Recitation Prize 100
    Burlington High School
    52 Institute Rd
    Burlington,VT05401     		None Public Charity Grant for book purchase 500
    Cabot High School
    401 N Lincoln
    Cabot,AR72023     		None Public Charity Grant for book purchase 200
    Cameron Locke
    18580 S 801 Rd
    Stockton,MO65785     		None Individual Recitation Prize 200
    Camila Perez Santiago
    Paseo del Rio Apt 4102
    Humacao,PR00791     		None Individual Recitation Prize 100
    Caprisha Richards
    PO Box 643
    St Thomas,VI00804     		None Individual Recitation Prize 200
    Carleigh Schuman
    5531 N 17th St Ct
    Lincoln,NE68521     		None Individual Recitation Prize 100
    Carolyn M Muller
    607 N Elm St
    Champaign,IL618203405     		None Individual Recitation Prize 200
    Cascade Christian High School
    855 Chevy Way
    Medford,OR97504     		None Public Charity Grant for book purchase 500
    Central High School - IL
    610 West University Ave
    Champaign,IL61820     		None Public Charity Grant for book purchase 500
    Charday Latrice Crawford
    3225 Dorchester
    Springfield,IL62704     		None Individual Recitation Prize 100
    Charles Tillman
    10132 Tribbet St
    St James,LA70086     		None Individual Recitation Prize 100
    Charlotte Amalie High School
    PO Box 7729
    St Thomas,VI00801     		None Public Charity Grant for book purchase 200
    Chelsey Swann
    426-23rd Place NE
    Washington,DC20002     		None Individual Recitation Prize 100
    Claire Matway
    5456 Bartlett St
    Pittsburgh,PA15217     		None Individual Recitation Prize 100
    Clarissa Lotson
    259 Gregory Ave
    West Orange,NJ07052     		None Individual Recitation Prize 100
    Claude Mumbere
    94 Lyman Ave
    Burlington,VT05401     		None Individual 2nd Place National Scholarship Prize 10,000
    Claude Mumbere
    94 Lyman Ave
    Burlington,VT05401     		None Individual Recitation Prize 200
    Clayton High School
    323 S 5th St
    Clayton,NM88415     		None Public Charity Grant for book purchase 500
    Clovis High School
    PO Box 19000
    Clovis,NM88102     		None Public Charity Grant for book purchase 200
    Clovis West High School
    1070 E Teague
    Fresno,CA93720     		None Public Charity Grant for book purchase 200
    Cody Keener
    734 E 2000 Rd
    Eudora,KS66025     		None Individual Recitation Prize 200
    College of Southern Nevada High School
    6375 W Charleston Blvd WMTT
    Las Vegas,NV89146     		None Public Charity Grant for book purchase 500
    Columbus Alternative High School
    2632 McGaffey Road
    Columbus,OH43211     		None Public Charity Grant for book purchase 200
    Connor Maginn
    1623 Bear St
    Madison,IN47250     		None Individual Recitation Prize 100
    Contoocook Valley Regional High School
    184 Hancock Rd
    Peterborough,NH03458     		None Public Charity Grant for book purchase 500
    Corbin Gomez
    4040 Redondo Dr
    El Derado Hills,CA95762     		None Individual Finalist for National Scholarship Prize 1,000
    Corbin Gomez
    4040 Redondo Dr
    El Derado Hills,CA95762     		None Individual Recitation Prize 200
    Crescent High School
    9104 Highway 81 S
    Iva,SC29655     		None Public Charity Grant for book purchase 200
    Crossroads College Prep School
    500 De Baliviere Avenue
    St Louis,MO63112     		None Public Charity Grant for book purchase 200
    Curtlyn Kramer
    3455 Boy Scout Rd
    Ashland,KY41102     		None Individual Recitation Prize 200
    Daphnee McMaster
    1209 Robeson St
    Reading,PA19604     		None Individual Recitation Prize 200
    Daraja Hinds
    25 Crystal Place
    Pawtucket,RI02861     		None Individual Recitation Prize 200
    Dayja Legg
    24 Meadowbrooke Dr
    Charleston,WV25311     		None Individual Recitation Prize 100
    Denise Burns
    1364 Lee Rd
    Fort Sill,OK73503     		None Individual Recitation Prize 200
    Dickson County High School
    509 Henslee Dr
    Dickson,TN37055     		None Public Charity Grant for book purchase 200
    Eastridge High School
    2350 East Ridge Rd
    Rochester,NY14622     		None Public Charity Grant for book purchase 500
    Elizabeth Landon
    108 Dunbarton Dr
    Wilmington,DE19808     		None Individual Recitation Prize 200
    Ellen Howerton
    11158 Deauaughn Ct
    Fairfax Station,VA22039     		None Individual Recitation Prize 200
    Emily Musette Hays
    842 Truman St
    Moscow,ID83843     		None Individual Recitation Prize 200
    Emily Schwerdtfeger
    459 E Schreyer Pl
    Columbus,OH43214     		None Individual Recitation Prize 100
    Gabrielle Humlicek
    24876 Chalet Ln
    Honey Creek,IA51542     		None Individual Recitation Prize 100
    Gerhard Jansen
    1006 17th Street South
    Arlington,VA22202     		None Individual Recitation Prize 200
    Graciela Maya-Joseph
    PO Box 459
    Owyhee,NV89832     		None Individual Recitation Prize 100
    Gwendolyn Morrison
    601 E Anson St
    Marshalltown,IA50158     		None Individual Finalist for National Scholarship Prize 1,000
    Gwendolyn Morrison
    601 E Anson St
    Marshalltown,IA50158     		None Individual Recitation Prize 200
    Hannah Hout
    431 S Lincoln St
    Casper,WY82601     		None Individual Recitation Prize 100
    Hartland High School
    10635 Dunham Rd
    Hartland,MI48353     		None Public Charity Grant for book purchase 200
    Hellgate High School
    900 S Higgins
    Missoula,MT59801     		None Public Charity Grant for book purchase 200
    Hellgate High School
    900 S Higgins
    Missoula,MT59801     		None Public Charity Grant for book purchase 500
    Idalis L Stamas
    13 Jordan Dr
    Dover,DE19904     		None Individual Recitation Prize 100
    India Parsons
    10445 W Flower St
    Avondale,AZ85392     		None Individual Recitation Prize 100
    Iowa School for the Deaf
    3501 Harry Langdon Blvd
    Council Bluffs,IA51503     		None Public Charity Grant for book purchase 200
    JMW School for the Performing and Visual Arts
    350 Division Street
    Pawtucket,RI028604502     		None Public Charity Grant for book purchase 500
    Jakia Propst
    2543 12th Ave SW
    Hickory,NC28602     		None Individual Recitation Prize 100
    Jason Ware
    260 Woodside Place
    Rochester,NY14609     		None Individual Recitation Prize 200
    Jenna Tan
    5508 Chisman Ct
    Virginia Beach,VA23464     		None Individual Recitation Prize 100
    Jessica Kariisa
    5122 Heather Ridge Ln
    Raleigh,NC27610     		None Individual Finalist for National Scholarship Prize 1,000
    Jessica Kariisa
    5122 Heather Ridge Ln
    Raleigh,NC27610     		None Individual Recitation Prize 200
    Jessica Tanner
    9101 NW 66th Lane
    Parkland,FL33067     		None Individual Recitation Prize 100
    Jillian Frakes
    1725 Grand Ave
    Medford,OR97504     		None Individual Recitation Prize 200
    John Brahan
    21 Salbeka Crossing
    Hattiesburg,MS39401     		None Individual Recitation Prize 100
    Jonathan Michael Cheeves
    351 Porter Rd
    Fayetteville,GA30215     		None Individual Recitation Prize 200
    Jordan Mather-Licht
    2621 N New Jersey St
    Indianapolis,IN46205     		None Individual Recitation Prize 200
    Joshua Furtado
    2421 W Ironwood Ridge Dr
    Tucson,AZ85745     		None Individual Recitation Prize 200
    Kaitlin McTigue
    1605 Folkstone Rd
    Tallahassee,FL32313     		None Individual Recitation Prize 200
    Kari Barclay
    5631 Knollwood Road
    Bethesda,MD20816     		None Individual Recitation Prize 100
    Keaghan P Kane
    1406 Campfire Rd
    Lake Charles,LA70611     		None Individual Recitation Prize 200
    Kingswood Regional High School
    396 S Main St
    Wolfeboro,NH03894     		None Public Charity Grant for book purchase 200
    Kira Maddox
    106 Denton Ave
    Whitesboro,NY13492     		None Individual Recitation Prize 100
    Krista Lambert
    1513 Reen Drive
    Lufkin,TX75904     		None Individual Recitation Prize 200
    Kristen Dupard
    308 Carr Meadow Dr
    Ridgeland,MS39157     		None Individual 1st Place National Scholarship Prize 20,000
    Kristen Dupard
    308 Carr Meadow Dr
    Ridgeland,MS39157     		None Individual Recitation Prize 200
    Kristin Tsuo
    3 Vista Dr
    Princeton,NJ08540     		None Individual Finalist for National Scholarship Prize 1,000
    Kristin Tsuo
    3 Vista Dr
    Princeton,NJ08540     		None Individual Recitation Prize 200
    Kuna High School
    637 E Deer Flat Rd
    Kuna,ID83634     		None Public Charity Grant for book purchase 200
    Landstown High School
    2001 Concert Dr
    Virginia Beach,VA23456     		None Public Charity Grant for book purchase 200
    Langston Ward
    12018 N Korey Ln
    Spokane,WA99218     		None Individual Finalist for National Scholarship Prize 1,000
    Langston Ward
    12018 N Korey Ln
    Spokane,WA99218     		None Individual Recitation Prize 200
    Lawton High School
    601 NW Ft Sill Blvd
    Lawton,OK73507     		None Public Charity Grant for book purchase 500
    Liberty High School CO
    8720 Scarborough Dr
    Colorado Springs,CO80920     		None Public Charity Grant for book purchase 200
    Lone Oak High School
    225 John E Robinson Ave
    Paducah,KY42001     		None Public Charity Grant for book purchase 200
    Lucia Zoe Martinez Lopez
    PO Box 22396
    San Juan,PR00921     		None Individual Recitation Prize 200
    Madison Consolidated High School
    743 Clifty Dr
    Madison,IN47250     		None Public Charity Grant for book purchase 200
    Makala Celeste White
    1922 N Cove Blvd
    Toledo,OH43606     		None Individual Recitation Prize 200
    Margaret Payne
    PO Box 11
    Mooresville,AL35649     		None Individual Recitation Prize 200
    Markaye Hassan
    1215 Aspen Dr
    Logan,UT84341     		None Individual Recitation Prize 200
    Markey Hassen
    1215 Aspen Dr
    Logan,UT84341     		None Individual 3rd Place National Scholarship Prize 5,000
    Marshalltown High School
    1602 S 2nd Ave
    Marshalltown,IA50158     		None Public Charity Grant for book purchase 500
    Marshalltown High School
    1602 S 2nd Ave
    Marshalltown,IA50158     		None Public Charity Recitation Prize 500
    Mary Beth Yancey
    1390 Jones Creek Road
    Dickson,TN37055     		None Individual Recitation Prize 100
    Mary Newberry
    5581 Creel Rd
    Harrison,AR72601     		None Individual Recitation Prize 200
    Matthew Donahue
    3604 Rivershore Dr
    Moorhead,MN56560     		None Individual Recitation Prize 100
    Mead High School
    302 W Hastings Rd
    Spokane,WA99218     		None Public Charity Grant for book purchase 500
    Mead High School
    302 W Hastings Rd
    Spokane,WA99218     		None Public Charity Recitation Prize 500
    Megan Murphey
    512 Kingwood Circle
    Cabot,AR72023     		None Individual Recitation Prize 100
    Merriconeag Waldorf School
    83 Pineland Dr
    New Gloucester,ME04260     		None Public Charity Grant for book purchase 500
    Military Home Educators Network
    4811 Samoa Place
    Honolulu,HI96818     		None Public Charity Grant for book purchase 500
    Minot High School
    1100 11th Ave SW
    Minot,ND58701     		None Public Charity Grant for book purchase 500
    Mohammad Shehata
    7868 N Maple Ave
    Clovis,CA93611     		None Individual Recitation Prize 100
    Morgon Steele
    9907 S 99 E Ave
    Tulsa,OK74133     		None Individual Recitation Prize 100
    Moscow Senior High School
    402 East Fifth Street
    Moscow,ID838432966     		None Public Charity Grant for book purchase 500
    Moss Buff Public Library
    261 Parish Rd
    Lake Charles,LA70611     		None Public Charity Grant for book purchase 500
    New Tech High School at Coppell
    113 Samuel Blvd
    Coppell,TX75019     		None Public Charity Grant for book purchase 200
    Nicholas Mecikalski
    105 Thoroughbred Trail
    Madison,AL35758     		None Individual Recitation Prize 100
    Nitro High School
    1300 Park Ave
    Nitro,WV25143     		None Public Charity Grant for book purchase 500
    North Atlanta High School
    2875 Northside Dr
    Atlanta,GA30305     		None Public Charity Grant for book purchase 200
    North Broward Prep
    7600 Lyons Rd
    Coconut Creek,FL33071     		None Public Charity Grant for book purchase 200
    Olathe South High School
    1640 E 151st St
    Olathe,KS66062     		None Public Charity Grant for book purchase 200
    Oluwatoosin Ajagbe
    2425 Eyrie Dr
    Woodbury,MN55129     		None Individual Recitation Prize 200
    Owyhee High School
    100 Academic Way
    Owyhee,NV89832     		None Public Charity Grant for book purchase 200
    Parkview Christian School
    4400 North 1st Street
    Lincoln,NE68521     		None Public Charity Grant for book purchase 200
    Philip Shimel
    9031 Estebury Circle
    Colorado Springs,CO80920     		None Individual Recitation Prize 100
    Pittsburgh CAPA 6-12
    111 Ninth St
    Pittsburgh,PA15222     		None Public Charity Grant for book purchase 200
    Polytech High School
    PO Box 97
    Woodside,DE19980     		None Public Charity Grant for book purchase 200
    Presbyterian Christian School
    221 Bonhomie Rd
    Hatiesburg,MS39401     		None Public Charity Grant for book purchase 200
    Punahou School
    1601 Punahou Street
    Honolulu,HI96822     		None Public Charity Grant for book purchase 200
    Rachel Sandle
    613 Raven Ln
    Coppell,TX75019     		None Individual Recitation Prize 100
    Randi Laundre
    1747 W Scholl Rd
    Mancelona,MI49659     		None Individual Recitation Prize 200
    Randolph High School
    70 Memorial Parkway
    Randolph,MA02368     		None Public Charity Grant for book purchase 500
    Reading Senior High School
    801 North 13th Street
    Reading,PA19604     		None Public Charity Grant for book purchase 500
    Rebekah Dowdell
    19 Burnside Terrace
    Springfield,MA01118     		None Individual Recitation Prize 100
    Reedsport Branch Library
    395 Winchester Ave
    Reedsport,OR97467     		None Public Charity Recitation Prize 100
    Regis Catholic School
    2728 Mall Drive
    Eau Claire,WI54701     		None Public Charity Grant for book purchase 200
    Richard Montgomery High School
    250 Richard Montgomery Drive
    Rockville,MD20852     		None Public Charity Grant for book purchase 200
    Ridgeland High School
    586 Sunnybrook Road
    Ridgeland,MS39157     		None Public Charity Grant for book purchase 500
    Ridgeland High School
    586 Sunnybrook Road
    Ridgeland,MS39157     		None Public Charity Recitation Prize 500
    Robert Winslow
    16121 S Raintree Dr
    Olathe,KS66062     		None Individual Recitation Prize 100
    Rosalyn Gravrok
    460 Summit Ave
    Eau Claire,WI54701     		None Individual Recitation Prize 100
    Russell Heitmann
    713 N 4th St
    Hebron,NE68370     		None Individual Finalist for National Scholarship Prize 1,000
    Russell Heitmann
    713 N 4th St
    Hebron,NE68370     		None Individual Recitation Prize 200
    Ryan A Hannon
    217 Mountain Rd
    Cheshire,CT06410     		None Individual Recitation Prize 100
    SAIL High School
    2006 Jackson Bluff Rd
    Tallahassee,FL32304     		None Public Charity Grant for book purchase 500
    Sam Gutshall
    496 Rice Hope Dr
    Mount Pleasant,SC29464     		None Individual Recitation Prize 200
    Samantha Isbell
    115 Hillington Dr
    Paducah,KY42001     		None Individual Recitation Prize 100
    Samuel Opoku
    11672 Community Center Dr
    Northglenn,CO80233     		None Individual Finalist for National Scholarship Prize 1,000
    Samuel Opoku
    11672 Community Center Dr
    Northglenn,CO80233     		None Individual Recitation Prize 200
    Sara Ellingrod
    PO Box 33
    Clearmont,WY82835     		None Individual Recitation Prize 200
    Sarah Johnson
    5811 Woodland Rd
    Des Moines,IA50312     		None Individual Recitation Prize 100
    Shanley High School
    5600 - 25th Street South
    Fargo,ND58104     		None Public Charity Grant for book purchase 200
    Shannon McCullam
    533 W 200 North
    Brigham City,UT84302     		None Individual Recitation Prize 100
    Sioux Falls Lincoln High School
    2900 S Cliff Ave
    Sioux Falls,SD57105     		None Public Charity Grant for book purchase 500
    Sitka High School
    1000 Lake St
    Sitka,AK99835     		None Public Charity Grant for book purchase 200
    Sommer Harris
    PO Box 1556
    Langley,WA98260     		None Individual Recitation Prize 100
    South Whidbey High School
    5675 S Maxwelton Rd
    Langley,WA98260     		None Public Charity Grant for book purchase 200
    Springfield Central High School
    1840 Roosevelt Ave
    Springfield,MA01109     		None Public Charity Grant for book purchase 200
    Springfield Southeast High School
    2350 East Ash
    Springfield,IL62703     		None Public Charity Grant for book purchase 200
    St Anselm's Abbey School
    4501 S Dakota Ave NE
    Washington,DC20017     		None Public Charity Grant for book purchase 500
    St Peter's Academy
    895 Beth Road
    New Market,AL35761     		None Public Charity Grant for book purchase 500
    St Stephens High School
    3205 34th Steet Drive NE
    Hickory,NC28601     		None Public Charity Grant for book purchase 200
    Star Lane Center
    1400 S Faindale
    Casper,WY82601     		None Public Charity Grant for book purchase 200
    Stella Shannon
    240 E Spruce
    Missoula,MT59802     		None Individual Recitation Prize 100
    Stephanie Igharosa
    11 Linden Park Dr
    Randolph,MA02368     		None Individual Recitation Prize 200
    Stephen Gasser
    3325 43rd Ave SE
    Minot,ND58701     		None Individual Recitation Prize 200
    Stockton High School
    Po Box 190 1 Tiger Drive
    Stockton,MO65785     		None Public Charity Grant for book purchase 500
    TLL Temple Memorial Library
    300 Park St
    Dibou,TX75941     		None Public Charity Grant for book purchase 500
    Terry Lee Watkins Jr
    1295 Pennsylvania Ave
    St Louis,MO63130     		None Individual Recitation Prize 100
    Thayer Central Community Schools
    930 Eads Ave
    Hebron,NE68370     		None Public Charity Grant for book purchase 500
    Thayer Central Community Schools
    930 Eads Ave
    Hebron,NE68370     		None Public Charity Recitation Prize 500
    The Gatton Academy WKU
    1906 College Heights Blvd 71031
    Bowling Green,KY421011031     		None Public Charity Grant for book purchase 500
    The Lawrenceville School
    2500 Main Street
    Lawrenceville,NJ08648     		None Public Charity Grant for book purchase 500
    The Sharon Academy
    79 Vermont Route 132
    Sharon,VT05065     		None Public Charity Grant for book purchase 200
    Thomas Jefferson HS for Science & Tech
    6560 Braddock Rd
    Alexandria,VA22312     		None Public Charity Grant for book purchase 500
    Toledo Early College High School
    2225 Nebraska
    Toledo,OH43607     		None Public Charity Grant for book purchase 500
    Trevor Murray
    130 Ridge Rd
    New Durham,NH03855     		None Individual Recitation Prize 100
    Tucson Magnet High School
    400 North Second Ave
    Tucson,AZ85705     		None Public Charity Grant for book purchase 500
    Tyler O'Brien
    249 Hallowell Rd
    Pownal,ME04069     		None Individual Recitation Prize 200
    Union Intermediate High School
    7616 S Garrett Rd
    Broken Arrow,OK74012     		None Public Charity Grant for book purchase 200
    Watertown High School
    PO Box 730
    Watertown,SD57201     		None Public Charity Grant for book purchase 200
    West Orange High School
    51 Conforti Ave
    West Orange,NJ07052     		None Public Charity Grant for book purchase 200
    Wilmington Christian School
    825 Loveville Road
    Hockessin,DE19707     		None Public Charity Grant for book purchase 500
    Woodbury High School
    2665 Woodlane Drive
    Woodbury,MN55125     		None Public Charity Grant for book purchase 200
    Woodbury High School
    2665 Woodlane Drive
    Woodbury,MN55125     		None Public Charity Grant for book purchase 500
    Recitation 1st place student prize (11 schools)
    61 West Superior Street
    chicago,IL60654     		NONE Public Charity Grant for Book purchase 5,500
    Recitation 1st place student prize (1 student)
    61 West Superior street
    Chicago,IL60654     		NONE Individual Recitation Prize 200
    Recitation 2nd Place School Prize(4 schools)
    61 West Superior Street
    Chicago,IL60654     		NONE Public Charity grant for book purchase 2,000
    Recitation 2nd place student prize(3 students)
    61 West Superior Street
    Chicago,IL60654     		NONE Individual Recitation prize 300
    Recitation Finalist (1 student)
    61 West Superior Street
    Chicago,IL60654     		NONE Individual Recitation prize 1,000
    Recitation Finalist(2 students)
    61 West Superior Street
    Chicago,IL60654     		NONE Individual Recitation Prize 2,000
    Recitation Finalist (3 students)
    61 West Superior Street
    Chicago,IL60654     		NONE Individual Recitation Prize 1,500
    Total .................................bullet 3b 102,500
    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
    aMAGAZINE SUBSCRIPTIONS         529,540
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 7,477  
    4 Dividends and interest from securities....     14 2,842,910  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 60,149  
    8Gain or (loss) from sales of assets other than inventory 523000 455 18 1,835,850  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aWEB REFERRALS     01 80  
    bSINGLE COPY SALE INCOME     01 3,146  
    cDISTRIBUTOR GROSS SALE INCOME     01 43,023  
    dADVERTISING INCOME 541800 30,480 41    
    eK-1 UBI LOSS 900099 -12,394      
    fROYALTY REVENUE FROM POETRY PUBLICATIONS     15 20,536  
    gAND DIGITAL MEDIA          
    12 Subtotal. Add columns (b), (d), and (e).. 18,541 4,813,171 529,540
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,361,252
    (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.)
    1a Supports distribution of magazine to broadest possible audience.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 79,650 15,930 15,930 53,720

    TY 2011 AllOthProgRltdInvestmentsSch
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount
    NONE  

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

    TY 2011 DepreciationSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    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

    TY 2011 GeneralExplanationAttachment
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Identifier Return Reference Explanation
    Poetry Magazine Form 990-PF, Part IX-A "POETRY MAGAZINE" - Total Expense: $ 2,068,638 (The amount paid to acquire assets used directly for the activity: $1,031,046) Established in 1912, POETRY magazine continues to present not only the best new poetry written by distinguished American poets, but actively seeks out exciting work by emerging new or undiscovered writers. The magazine also focuses on current issues relating to poetry in the culture, as well as presenting critical exchanges, debates, reviews, and special features. The magazine receives and reads over 90,000 submissions of poetry a year and publishes 11 issues a year. Circulation was over 27,000 in December 2011. In addition to the print edition, the magazine is now available online and its editors offer frequent podcasts in conjunction with each new issue. Over 50,000 free copies of the April 2011 issue were sent to book groups for National Poetry Month. The magazine won a major award for its monthly podcast.
    Poetryfoundation.org Form 990-PF, Part IX-A "POETRY FOUNDATION.ORG" - Total Expense: $2,221,772 (The amount paid to acquire assets used directly for the activity: $1,105,622) The Foundation has extended its distribution activities from printed materials to most forms of digital media, creating a major web site for poetry. The web site is a source for news, reading lists, archives of selected works of poetry, study aids, and other resources. In 2011, the Foundation's Poetry Tool provided public access to over 10,000 poems. The web site also supports POETRY magazine and other Foundation programs. The Foundation utilizes the web site to develop new audiences for poetry through quality content and innovative programming that reaches out to users from children to seniors, casual readers to serious students of poetry. The web site had 7.5 million unique visitors and over 32 million page views. The Foundation has won a number of awards for its web site and smart phone Applications. Additionally, free poetry videos are offered for both adult and childrens' poetry users.
    Educational and Public Programs and Prizes Form 990-PF, Part IX-A "EDUCATIONAL AND PUBLIC PROGRAMS AND PRIZES" - Total Expense: $6,831,752 (The amount paid to acquire assets used directly for the activity: $4,619,157) The Foundation offers many types of programs to the public to expand the audience for poetry. In June 2011, the Foundation increased its in person program activity with the opening of its new building. More than half of the 22,000 sq. ft. space is open to the public including a poetry library, exhibition space and performance space designed specifically for the spoken word. The library's collection was previously in storage and not available to either Foundation staff or the public. The Library's 2011 activities brought over 23,000 volumes out of storage and made them available to the public. In the first six months of operation, the Foundation presented poetry programming, in person to 3,800 in its new building. The Library and Exhibition space welcomed over 2,500 visitors on non-event days. The Foundation partnered with other cultural institutions in Chicago in order to broaden its own audience, but also to provide a free resource for unique and creative public programming. The Foundation charges no admission. Other areas of public poetry programming are still conducted outside of the new building. These include youth and children's poetry activities, public radio and television poetry programming, research in poetry and prizes and awards for excellence in poetry. Poetry Out Loud, a national program of poetry recitation in high schools completed its 7th year. Working with the National Endowment for the Arts, the Foundation's program encourages high school students to memorize and perform great poems helping students to master public speaking skills, build self-confidence, and learn about their literary heritage. The 2010/2011 program included over 365,000 students from across the country. The Foundation's programs offered through the media (TV, Radio and Print) reached over 15 million. Research activities in the area of poetry included the introduction of two new international poetry initiatives which brought together poets in conversation to the United States and began work on two publications. The Foundation continued its major prize and recognition programs including the Children's Poet Laureate and Lilly Prize.
    Building, Land, and Equipment Schedule- Noninvestment PART II, LINE 14 Cost Accumulated Net Book Depreciation Value Land $ 7,263,478 NONE $ 7,263,478 Leasehold Improvements NONE NONE NONE Equipment $ 363,297 $331,908 $ 31,389 Website $ 971,900 $717,099 $ 254,801 Books $ 31,985 $ 13,827 $ 18,158 Building $14,882,006 $496,067 $14,385,939 Total $23,512,666 $1,558,901 $21,953,765
    Building, Land, and Equipment Schedule- Noninvestment Part I, Line 19 Description Date Cost Accum Method Life Total Property Acquired Basis Depre Depre Depre. Ex. Land VAR $ 7,263,478 NONE NONE NONE NONE Leasehold VAR $ NONE NONE S-L 4 NONE Equipment VAR $ 363,297 $331,908 S-L VAR $ 26,128 Website VAR $ 971,900 $717,099 S-L 3 $220,891 Books VAR $ 31,985 $ 13,827 S-L 10 $ 3,199 Building VAR $14,882,006 $496,067 NONE NONE $ 54,712 Total $23,512,666 $1,558,901 $304,930

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MUTUAL FUND BONDS 37,938,562 37,938,562

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC EQUITIES 65,522,913 65,522,913
    INTERNATIONAL EQUITIES 26,893,924 26,893,924

    TY 2011 InvestmentsOtherSchedule2
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRIVATE EQUITY FMV 5,575,148 5,575,148
    REAL ESTATE FMV 7,045,113 7,045,113
    NATURAL RESOURCES FMV 1,195,274 1,195,274

    TY 2011 LandEtcSchedule2
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 LegalFeesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 78,563 2,918 2,918 82,157


    TY 2011 MortgagesAndNotesPayableSch 
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Total Mortgage Amount: 15000000

    Item No. 1
    Lender's Name ILLINOIS FINANCE AUTHORITY
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due 15000000
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  


    TY 2011 OtherAssetsSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LILLY TRUSTS-BENEFICIAL INT 34,573,652 27,923,000 27,923,000
    BOND ISSUANCE COST, NET 557,754 506,843 506,843


    TY 2011 OtherDecreasesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 6,484,924
    CHANGE IN BENEFICIAL INTEREST IN LILLY 888,196
    TRUST 0


    TY 2011 OtherExpensesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT RENTAL & MAINTENANCE 11,767     12,648
    ADVERTISING 473,502   176,984 282,119
    OFFICE SUPPLIES 49,027 666 666 48,038
    TELEPHONE 15,836 359 359 16,878
    POSTAGE & MESSENGER 26,359 1,034 1,034 21,850
    BOOKS/CDS 16,107     19,015
    COMPUTER WEBSITE MAINTENANCE 217,448 2,053 2,053 209,594
    OFFICE INSURANCE 63,100 1,988 1,988 67,211
    AUDIO & VIDEO RECORDING 12,680     13,180
    BAD DEBTS 8,688     8,688
    BANK AND INVESTMENT FEES 152,803 128,412 128,412 24,441
    DUES/MEMBERSHIP 16,265     17,443
    RECRUITMENT 14,039     10,389
    GENERAL & ADMINISTRATIVE 23,476     25,583
    OTHER EXPENSES FROM LP 262,005 262,005    


    TY 2011 OtherIncomeSchedule2
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Earned Subscription 529,540   529,540
    Single Copy Sale Income 3,146   3,146
    Distributor Gross Sale Income 43,023   43,023
    Advertising Revenue 30,480   30,480
    Web Referrals 80   80
    EXCLUDE LP UNRELATED BUSINESS LOSS   12,394  
    ORDINARY BUSINESS INCOME FROM LP 856 856  
    NET RENTAL LOSS FROM LP -6 -6  
    ROYALTY INCOME FROM LP 9,605 9,605  
    NET SEC.1231 GAIN FROM LP 19,020 19,020  
    OTHER INCOME FROM LP 18,280 18,280  
    Royalty Revenue from Poetry Publications 20,536 14,466 6,070
    and digital media      


    TY 2011 OtherIncreasesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Amount
    INCOME/LOSS TIMING ADJUSTMENTS FROM LP 798,461
    PRIOR PERIOD ADJUSTMENT 104


    TY 2011 OtherLiabilitiesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES 5,276 2,519


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 852,964 0 0 842,573


    TY 2011 TaxesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOCIAL SECURITY / MEDICARE 108,301 4,654 4,654 103,647