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
HENRY J KAISER FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2400 SAND HILL ROAD   Room/suite
City or town, state, and ZIP code
MENLO PARK, CA940256941
A Employer identification number

94-6064808
B Telephone number (see page 10 of the instructions)

(650) 854-9400
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$550,149,048J 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) 2,606,325
2 Check bullet
3 Interest on savings and temporary cash investments 400,461 400,461 400,461
4 Dividends and interest from securities...... 5,381,044 5,381,044 5,381,044
5a Gross rents.............. 5,370,117 6,159,655 6,159,655
b Net rental income or (loss) 3,694,709
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 115,647,709
b Gross sales price for all assets on line 6a 201,664,987
7 Capital gain net income (from Part IV, line 2)... 187,729,667
8 Net short-term capital gain......... 1,050,891
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 33,744,953 27,136,987 27,136,987
12 Total. Add lines 1 through 11........ 163,150,609 226,807,814 40,129,038
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,591,214 521,728 521,728 1,069,486
14 Other employee salaries and wages...... 13,180,748 209,780 209,780 12,970,968
15 Pension plans, employee benefits....... 9,868,631 221,239 221,239 6,689,496
16a Legal fees (attach schedule)......... Click to see attachment 239,294 19,588 19,588 195,079
b Accounting fees (attach schedule)....... Click to see attachment 144,996     142,046
c Other professional fees (attach schedule).... Click to see attachment 16,486,019 7,460,147 7,460,147 8,788,803
17 Interest............... 3,592,977 933,983 933,983 1,196,829
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,354,621 350,680 350,680 1,750,885
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,414,286 1,182,798 1,182,798
20 Occupancy.............. 2,456,893 122,805 122,805 1,813,483
21 Travel, conferences, and meetings....... 1,307,065 55,910 59,607 1,257,150
22 Printing and publications.......... 2,403,700     2,499,133
23 Other expenses (attach schedule)....... Click to see list of attachments 5,903,231 1,371,464 1,371,464 3,051,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,943,675 12,450,122 12,453,819 41,425,192
25 Contributions, gifts, grants paid........ 726,321 669,513
26 Total expenses and disbursements. Add lines 24 and 25 62,669,996 12,450,122 12,453,819 42,094,705
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 100,480,613
b Net investment income (if negative, enter -0-) 214,357,692
c Adjusted net income (if negative, enter -0-)... 27,675,219
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.......... 8,995,382 40,648,188 40,141,688
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 9,051,494 8,341,013 8,341,013
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........... 249,146 367,875 367,875
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 49,118,704 Click to see attachment34,740,379 37,779,275
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet51,954,439
Less: accumulated depreciation (attach schedule) bullet   38,550,356 Click to see attachment51,954,439 52,707,001
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 206,218,311 Click to see attachment349,330,536 374,962,585
14 Land, buildings, and equipment: basis bullet49,888,735
Less: accumulated depreciation (attach schedule) bullet15,654,646 37,887,935 Click to see attachment34,233,590 34,233,591
15 Other assets (describe bullet) Click to see attachment1,942,639 Click to see attachment1,616,020 Click to see attachment1,616,020
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 352,013,967 521,232,040 550,149,048
Liabilities 17 Accounts payable and accrued expenses.......... 26,181,900 29,518,019
18 Grants payable................... 33,531 90,340
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 30,000,000 Click to see attachment31,500,000
22 Other liabilities (describe bullet) Click to see attachment42,059,400 Click to see attachment42,030,275
23 Total liabilities (add lines 17 through 22).......... 98,274,831 103,138,634
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 243,287,712 408,652,177
25 Temporarily restricted................ 10,451,424 9,441,229
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).................... 253,739,136 418,093,406
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 352,013,967 521,232,040
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)............... 1 253,739,136
2 Enter amount from Part I, line 27a..................... 2 100,480,613
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 63,873,657
4 Add lines 1, 2, and 3.......................... 4 418,093,406
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. 6 418,093,406
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 Publically Traded Stocks      
b DangDang P 2006-06-23 2011-07-11
c EnerNoc P   2011-04-29
d Envestnet P 2009-07-29 2011-05-24
e Financial Engines P   2011-05-18
Financial Engines P   2011-05-19
Financial Engines P   2011-05-20
ShoreTel P   2011-04-06
ShoreTel P   2011-04-29
ShoreTel P   2011-05-11
ShoreTel P   2011-05-12
DCM III      
Foundation I      
Francisco Partners      
Friedman, Fleisher Lowe      
McCown Deleeuw IV      
One Liberty      
Onset IV      
Trident IV      
Trident V      
Voyager I      
Voyager II      
Foundation IV      
Alloy 2002      
Alloy Annex I      
Friedman, Fleisher Lowe II      
Flagship Ventures 2004      
DCM IV      
Silchester      
Trident VI      
Onset V      
Twin Haven II      
Alloy 2005      
Energy Capital      
Foundation V      
Francisco II      
Carlyle Riverstone      
DCM V      
Clearwater III      
Flagship Ventures 2007      
Foundation VI      
Blue Run IV      
Twin Haven III      
Friedman, Fleisher Lowe III      
Onset VI      
57 Stars Global Opportunity PCGI      
Energy Capital II      
Twin Haven IV      
Varde X      
Quadrus RE 51 Sec. 754 Elec      
Marathon      
JMH Capital      
Adage Capital Partners      
Adamas Partners      
Alloy 2000      
Asset Management Assoc 1996      
Atrium      
Brahman II      
Davidson Kempner      
Draper Fisher Jurvetson VII      
DCM II      
Quadrus RE 49 Sale      
(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 95,227,235   84,584,054 10,643,181
b 679,638   150,718 528,920
c 39,195   41,990 -2,795
d 195,120   100,445 94,675
e 715,557   115,930 599,627
1,689,975   280,696 1,409,279
363,358   61,217 302,141
228,618   70,026 158,592
372,411   110,907 261,504
128,727   22,061 106,666
105,153   18,388 86,765
      124,247
      5,111
      -11,835
      -8
      325,050
      19,274
      -43,319
      -52
      -2,865
      158,511
      107,033
      -227,489
      -151,099
      2,871
      1,044,040
      -144,909
      -86,812
      701,695
      -4,297
      -340,107
      -8,979
      -346,715
      -2,190
      19,171
      509,591
      -628,621
      -74,864
      -5,017
      203,051
      -53,130
      64,327
      347,790
      1,420
      293,461
      996,641
      54,412
      54
      84,211
      65,250,867
      250,775
      -23,682
      1,603,512
      -650,646
      -89,573
      25,718
      -127,690
      2,384,029
      781,453
      -238,677
      -13,781
101,920,000   460,846 101,459,154
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       10,643,181
b       528,920
c       -2,795
d       94,675
e       599,627
      1,409,279
      302,141
      158,592
      261,504
      106,666
      86,765
      124,247
      5,111
      -11,835
      -8
      325,050
      19,274
      -43,319
      -52
      -2,865
      158,511
      107,033
      -227,489
      -151,099
      2,871
      1,044,040
      -144,909
      -86,812
      701,695
      -4,297
      -340,107
      -8,979
      -346,715
      -2,190
      19,171
      509,591
      -628,621
      -74,864
      -5,017
      203,051
      -53,130
      64,327
      347,790
      1,420
      293,461
      996,641
      54,412
      54
      84,211
      65,250,867
      250,775
      -23,682
      1,603,512
      -650,646
      -89,573
      25,718
      -127,690
      2,384,029
      781,453
      -238,677
      -13,781
      101,459,154
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 2 187,729,667
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 1,050,891
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 40,710,960 506,351,609 000.080401
2009 37,661,810 504,982,924 000.074580
2008 37,951,324 565,836,619 000.067071
2007 41,155,388 588,791,339 000.069898
2006 44,031,979 515,938,427 000.085343
2 Total of line 1, column (d) ...................... 2 000.377293
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.075459
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 463,276,958
5 Multiply line 4 by line 3....................... 5 34,958,416
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,143,577
7 Add lines 5 and 6......................... 7 37,101,993
8 Enter qualifying distributions from Part XII, line 4.............. 8 42,835,095
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 2,143,577
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 2,143,577
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 2,143,577
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,908,431
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.............. Tax Paid Original Return: 1908431 7 1,908,431
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 9 235,146
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
 
 
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)bulletDC, CA
    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 addressbullethttp//www.kff.org
    14
    The books are in care ofbulletTim Ortez VP of Finance Telephone no.bullet (650) 854-9400
    Located atbullet2400 Sand Hill RoadMenlo ParkCA ZIP+4bullet940256941
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Jennifer Drobac Trustee
    004.00     		5,570   71
    2400 Sand Hill Road
    Menlo Park,CA94025
    Cokie Roberts Trustee
    004.00     		0    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Richard Schlosberg Trustee
    004.00     		34,500    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Kathryn Wehle Trustee
    005.00     		34,750    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Richard West Trustee
    004.00     		22,000    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Susan Berresford Trustee
    004.00     		32,500    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Diane Chapman Walsh Trustee
    004.00     		25,000    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Bill Frist Trustee
    004.00     		23,500    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Charlie Gibson Trustee
    004.00     		0    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Gerald Rosberg Trustee
    004.00     		33,250    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Katie Kaiser Trustee
    004.00     		23,500    
    2400 Sand Hill Road
    Menlo Park,CA94025
    James Doyle Trustee
    004.00     		18,000    
    2400 Sand Hill Road
    Menlo Park,CA94025
    David Satcher Trustee
    004.00     		17,500    
    2400 Sand Hill Road
    Menlo Park,CA94025
    Drew Altman - see notes President CEO
    038.00     		621,710 120,963 8,674
    2400 Sand Hill Road
    Menlo Park,CA94025
    David Orcutt CFO
    038.00     		227,934 64,438  
    2400 Sand Hill Road
    Menlo Park,CA94025
    Koonal Gandhi CIO/CFO
    038.00     		471,500 59,405 375
    2400 Sand Hill Road
    Menlo Park,CA94025
    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
    Diane Rowland - See notes Executive VP
    037.50     		400,340 91,329 2,463
    2400 Sand Hill Road
    Menlo Park,CA94025
    Michael Sinclair - See notes Senior VP
    037.50     		376,470 65,727 11,750
    2400 Sand Hill Road
    Menlo Park,CA94025
    David Rousseau VP & Exec Director
    037.50     		304,577 67,243 45,720
    2400 Sand Hill Road
    Menlo Park,CA94025
    Mollyann Brodie Senior VP & Program
    037.50     		285,500 74,509 365
    2400 Sand Hill Road
    Menlo Park,CA94025
    Jackie Judd VP & Exec Producer
    037.50     		257,861 85,237  
    2400 Sand Hill Road
    Menlo Park,CA94025
    Total number of other employees paid over $50,000...................bullet 103
    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
    Urban Institute Program Activity 1,341,000
    Department 950
    Washington,DC20042
    Princeton Survey Research Associates Program Activity 777,071
    600 Alexander Road Suite 2-2
    Princeton,NJ08540
    Georgetown University Program Activity 761,670
    2121 Wisconsin Ave NW 4th Floor
    Washington,DC20007
    Carribean Broadcast Media Partnership Program Activity 591,680
    Carribean Broadcast Media Partnersh
    Christ Church,FCNone
    BB
    Health Management Associates Program Activity 400,000
    120 N Washington Square 705
    Lansing,MI48933
    Total number of others receiving over $50,000 for professional services.............bullet52
    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 HEALTH POLICY PROGRAMS Example of the major program initiative -- The Kaiser Commission on Medicaid and the Uninsured 5,909,099
    2 JOURNALISM PROGRAMS Example of the major program initiative -- Kaiser Health News 1,190,484
    3 HEALTH COMMUNICATION & MEDIA PARTNERSHIPS Example of the major program initiative -- Greater than AIDS 3,070,222
    4 PUBLIC OPINION & SURVEY RESEARCH Example of the major program initiative -- Public Opinion Research Projects 1,562,855
    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
    416,989,370
    b
    Average of monthly cash balances.......................
    1b
    635,566
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    52,707,001
    d
    Total (add lines 1a, b, and c).........................
    1d
    470,331,937
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    470,331,937
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    7,054,979
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    463,276,958
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    23,163,848
    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
    0
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    42,094,705
    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
    740,390
    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
    42,835,095
    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
    42,835,095
    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  
    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.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$  
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount.....  
    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 ...........     		 
    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 ..........     		 
    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
    2000-09-11
    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
    23,163,848 8,504,976 7,860,069 7,578,323 47,107,216
    b 85% of line 2a ......... 19,689,271 7,229,230 6,681,059 6,441,575 40,041,135
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		42,835,095 40,710,960 37,661,810 37,951,324 159,159,189
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		669,513 599,826 595,234 853,032 2,717,605
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		42,165,582 40,111,134 37,066,576 37,098,292 156,441,584
    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...     		15,442,565 16,878,387 16,832,764 18,861,221 68,014,937
    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
    Action for Healthy Kids
    600 W Van Buren St Ste 720
    Chicago,IL60607     		  501(c)(3) Support of the Annual Fund 5,000
    AFS-USA Inc
    1 Whitehall Street 2nd Flr
    New York,NY10004     		  501(c)(3) Support the MissTennKy Chptr for Scholarship Funds 5,000
    Bacone College
    2299 Old Bacone Road
    Muskogee,OK74403     		  501(c)(3) General Operations 1,000
    Big Brothers Big Sisters of Essex
    494 Broad St Ste 103
    Newark,NJ07102     		  501(c)(3) Support the Underprivileged Youth Mentoring Program 2,000
    Brown University
    Box 1877
    Providence,RI02912     		  501(c)(3) Support of an Emergency Needs Fund for Ungergrad Students 5,000
    Carver Academy
    217 Robinson Place
    San Antonio,TX78202     		  501(c)(3) General Operations 10,000
    Charles Drew University of Medicine
    1731 E 120th St
    Los Angeles,CA90057     		  501(c)(3) Support of the Dr. M Alfred Haynes Endowed Scholarship Fund 5,000
    Cheyenne Arapaho Tribes of Oklaho
    100 Red Moon Circle
    Concho,OK73022     		  Tribal Agency Tax Ex Support of the W Richard West Sr Artist Fellowship 5,000
    Children's Inn at NIH
    7 West Drive
    Bethesda,MD20814     		  501(c)(3) Provide Housing Other Support to Families of Critically Ill Pediatric Outpatients 10,000
    Ciesla Foundation
    5005 Linnean Ave NW
    Washington,DC20008     		  501(c)(3) General Support 10,000
    Community Foundation of Northeast A
    1130 Quintard Ave Ste 100
    Anniston,AL36201     		  501(c)(3) Support of the Anna Satcher Scholarship Fund 15,000
    Conservation Lands Foundation
    679 E 2nd Ave Ste 3
    Durango,CO81301     		  501(c)(3) General Operations 1,000
    Council for the Advancement of Scie
    PO Box 910
    Hedgesville,WV25427     		  501(c)(3) Support of the Barbara K Trevett Fund for the Future 25,000
    Council on Foreign Relations
    58 East 68th St
    New York,NY10065     		  501(c)(3) Support of the Annual Fund 2,000
    Crosswalk Ministries USA Inc
    PO Box 1613
    McDonough,GA30253     		  501(c)(3) Support of Aftercare Programs for At-Risk Youth Juvenile Offenders 2,500
    Equilibrium Dynamics
    PO Box 27173
    San Francisco,CA94127     		  501(c)(3) Support of Workshops for Members of Underserved Groups 5,000
    Foundation for the National Archive
    700 Pennsylvania Ave NW Rm G12
    Washington,DC20408     		  501(c)(3) Promote American History Education to School Children Around the World 10,000
    Four Winds Westward Ho
    PO Box 140
    Deer Harbor,WA98243     		  501(c)(3) Funding for Repairs to Four Wind Camps Hay Wagon 4,000
    George Mark Children's House
    2121 George Mark Lane
    San Leandro,CA94578     		  501(c)(3) Education Program for Nursing/Medical Student Onsite Intro to Pediatric Palliative 10,000
    Gilchrist Hospice Care Inc
    11311 McCormick Road Ste 350
    Hunt Valley,MD21031     		  501(c)(3) General Support in Honor of Lillian Judd 500
    Global Justice Center
    275 Seventh Avenue Ste 1502
    New York,NY10001     		  501(c)(3) General Support 5,000
    Golden Willow Retreat Inc
    PO Box 569
    Arroyo Hondo,NM87513     		  501(c)(3) General Operations 5,000
    Good Shepherd Ctr for Homeless Wome
    1671 Beverly Blvd
    Los Angeles,CA90026     		  501(c)(3) Provide Shelter Job Training to Women/Children in LA, CA 10,000
    Hope Street Group
    PO Box 10506
    Prescott,AZ86304     		  501(c)(3) General Support to Advance Thinking on Reform of Primary Health 25,000
    Martin Luther King Jr Poor Peoples
    PO Box 4672
    Atlanta,GA30302     		  501(c)(3) General Support 2,500
    House of Ruth
    5 Thomas Circle NW
    Washington,DC20005     		  501(c)(3) Provide Shelter to Abused Women Throughout Washington, DC 10,000
    Indiana University School of Law -
    Lawrence W Inlow Hall 530 W New Yor
    Indianapolis,IN46202     		  501(c)(3) Support of the Professor Mary Mitchell Memorial Scholarship Program 5,000
    Institute for Healthcare Improvemen
    20 University Road 7th Flr
    Cambridge,MA02138     		  501(c)(3) General Support of Programs to Improve Health Care Quality 6,000
    International Medical Corps
    1919 Santa Monica Blvd Ste 400
    Santa Monica,CA90404     		  501(c)(3) General Support of Disaster Relief Efforts Around the World 15,000
    International Coalition of Sites of
    333 Seventh Ave 14th Flr
    New York,NY10001     		  501(c)(3) General Support 1,500
    International Union for Conservatio
    1630 Connecticut Ave NW Ste 300
    Washington,DC20009     		  501(c)(3) Support of Conservation of Biodiversity 5,000
    Jubilee Women's Center
    620 18th Ave E
    Seattle,WA98112     		  501(c)(3) General Operations 4,000
    Leland Stanford Junior University
    326 Galvez St
    Stanford,CA94305     		  501(c)(3) Support the Stanford/NBC News Fellowship in Media Global Health 15,000
    Magdalene Inc
    Box 6330-B
    Nashville,TN37235     		  501(c)(3) Funding to Support Programs Against Human Trafficking 10,000
    Massachusetts Institute of Technolo
    Dept of Political Science 30 Wadswo
    Cambridge,MA02139     		  501(c)(3) Support of the Pressman Endowment in the Dept of Political Science 25,000
    Morehouse College
    830 Westview Dr SW
    Atlanta,GA30314     		  501(c)(3) Dr. Cheryl G Franklin Health Professions Scholarship Fund 29203 5,000
    National Center for Lesbian Rights
    870 Market St Ste 370
    San Francisco,CA94102     		  501(c)(3) General Operations 5,000
    National Girls Health Justice Ins
    91 Sequoia Dr
    Pasadena,CA91105     		  501(c)(3) Developing a Plan to Expand the Girls Health Screen Initiative in CA 20,000
    Philadelphia Education Fund
    1709 Benjamin Franklin Parkway Ste
    Philadelphia,PA19103     		  501(c)(3) Support of the Math Science Coalition in Honor of Leon Salganicoff 1,000
    Polaris Project
    PO Box 53315
    Washington,DC20009     		  501(c)(3) Funding to Support Programs Against Human Trafficking 5,000
    Pride Foundation
    1122 E Pike St PMB 1001
    Seattle,WA98122     		  501(c)(3) Support of the You Go Girl Scholarship Fund 15,000
    Pride Foundation
    1122 E Pike St PMB 1001
    Seattle,WA98122     		  501(c)(3) Support of the New Ideas Fund and to Support General Operations 4,000
    Project Inform Inc
    205 13th St Ste 2001
    San Francisco,CA94103     		  501(c)(3) General Programs/Operations 5,000
    Children's Hospital of Wisconsin I
    610 Whitney Way Ste 840
    Madison,WI53705     		  501(c)(3) Fundraising Efforts for New Health System Clinic Programs 10,000
    Save a Forgotten Esquine
    12236 Old Frontier Rd NW
    Silverdale,WA98383     		  501(c)(3) General Operations 2,500
    Save the Children Federation Inc
    54 Wilton Road
    Westport,CT06880     		  501(c)(3) Support Relief Work Around the World 3,500
    Sexual Assault Center
    101 French Landing Drive
    Nashville,TN37228     		  501(c)(3) Funding to Support Programs Against Human Trafficking 5,000
    St John the Baptish Orthodox Churc
    1240 Broadbridge Ave
    Stratford,CT06615     		  Church Tax Exempt Mihaly-Chornock Scholarship Fund in Memory of Helen Sedlar Rowland 1,000
    Stanford Junior University
    655 Knight Way
    Stanford,CA94305     		  501(c)(3) Support Development Programs, Events Research on Health Care at School of Business 25,000
    Stanford Law School
    559 Nathan Abbot Way Rm 205
    Stanford,CA94305     		  501(c)(3) Support of the Stanford Law School in Honor of Rick Mary Beth West 5,000
    Syracuse University
    Maxwell School of Citizenship Publi
    Syracuse,NY13244     		  501(c)(3) Support of the Robin Toner Endowed Fund 10,000
    Teach for America Inc
    315 W 36th St
    New York,NY10018     		  501(c)(3) Support to Place Corps Member/Teacher in a Boston Public School for 2011 4,000
    Tennessee Coalition to End Domestic
    2 International Plaza Drive Ste 425
    Nashville,TN37217     		  501(c)(3) Support Programs Against Human Trafficking 5,000
    Texas Biomedical Research Insititut
    PO Box 760549
    San Antonio,TX78245     		  501(c)(3) General Operating Support of the Enhancing the Vision Campaign 10,000
    The Aspen Institute
    One Dupont Circle NW Ste 700
    Washington,DC20036     		  501(c)(3) Support of the US-Vietnam Dialogue Exchange Initiative on Agent Orange/Dioxin 60,000
    Three Dollar Bill Cinema
    1122 E Pike St 1313
    Seattle,WA98122     		  501(c)(3) General Operations 5,000
    US Air Force Academy Endowment Inc
    3116 Academy Dr Ste 200
    USAF Academy,CO80840     		  501(c)(3) General Operations 10,000
    Washington Women's Foundation
    2100 24th Ave South Ste 330
    Seattle,WA98144     		  501(c)(3) General Support 3,000
    Wellesley College
    106 Central St
    Wellesley,MA02481     		  501(c)(3) Support of Courage Renewal for Leaders in Healthcare Program 35,000
    Wellesley College
    106 Central St
    Wellesley,MA02481     		  501(c)(3) Curriculum Development Piloting Project for K-12 Teachers through Courage Renewal Northeast 25,000
    Womanspace Inc
    1530 Brunswick Ave
    Lawrenceville,NJ08648     		  501(c)(3) Provide Housing, Training Job Placement to Abused Women 10,000
    Matching Gifts
    various
    various,CA94025     		  501(c)(3) Charitable Contributions 98,854
    Charitable Contributions
    various
    various,CA94025     		  501(c)(3) Charitable Contributions 4,659
    Total .................................bullet 3a 669,513
    bApproved for future payment
    Bacone College
    2299 Old Bacone Road
    Muskogee,OK74403     		  501(c)(3) General Operations 2,000
    Bryn Mawr College
    101 N Merion Ave
    Bryn Mawr,PA19010     		  501(c)(3) General Operations Support of the Nancy Vickers Global Scholars 17,500
    Cheyenne & Arapaho Tribes of Oklahoma
    100 Red Moon Circle
    Concho,OK73022     		  Tribal Agency Tax Ex Support of the W Richard West Sr Artist Fellowship 5,000
    Futures for Children Inc
    9600 Tennyson St NE
    Albuquerque,NM87122     		  501(c)(3) General Operations 1,000
    International Coalition of Sites of Conscience
    333 Seventh Ave 14th Flor
    New York,NY10001     		  501(c)(3) General Operations 5,000
    International Union for Conservation of Nature
    1630 Connecticut Ave NW Ste 300
    Washington,DC20009     		  501(c)(3) Support of Conservation of Biodiversity 5,000
    Mesa Verde Foundation
    823 South Perry St Ste 120
    Castle Rock,CO80104     		  501(c)(3) Support of the General Fund 2,000
    Native Arts & Cultures Foundation
    1009 Officers Row
    Vancouver,WA98661     		  501(c)(3) General Operations 5,000
    Princeton University
    221 Prospect Ave
    Princeton,NJ08544     		  501(c)(3) Support of the General Fund 10,000
    Princeton University
    221 Prospect Ave
    Princeton,NJ08544     		  501(c)(3) Support the Adam Henry Fund 7,500
    Stanford Law School
    559 Nathan Abbot Way Rm 205
    Stanford,CA94305     		  501(c)(3) Support of the Stanford Law School in Honor of Rick Mary Beth West 5,000
    Matching Gifts
    various
    various,CA94025     		  501(c)(3) Charitable Contributions 20,424
    Charitable Contributions
    various
    various,CA94025     		  501(c)(3) Charitable Contributions 4,916
    Total .................................bullet 3b 90,340
    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 900099   14 400,461  
    4 Dividends and interest from securities....     14 5,381,044  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 3,694,709  
    6Net rental income or (loss) from personal property          
    7 Other investment income..... 900003   18 33,744,953  
    8Gain or (loss) from sales of assets other than inventory 900003 73,759 18 115,573,951  
    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).. 73,759 158,795,118  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13158,868,877
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID: 11000218
    Software Version: 2011.0.0
    Part VI Line 7 - Tax Paid Original Return: 1908431


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

    94-6064808
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    HENRY J KAISER FAMILY FOUNDATION
          		Employer identification number

    94-6064808
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0001
     
     

    The Atlantic Philanthropies    
    75 Varick Street 17th Floor
       
    New York, NY   10013

    		$1,000,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0002
     
     

    Ford Foundation    
    320 East 43rd Street
       
    New York, NY   10017

    		$512,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0003
     
     

    Elton John AIDS Foundation    
    584 Broadway Suite 906
       
    New York, NY   10012

    		$350,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0004
     
     

    The SCAN Foundation    
    3800 Kilroy Airport Way Suite 400
       
    Long Beach, CA   90806

    		$325,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0005
     
     

    The Miami Foundation    
    200 South Biscayne Blvd Suite 505
       
    Miami, FL   33131

    		$103,105




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0006
     
     

    California Endowment    
    1000 N Alameda Street
       
    Los Angeles, CA   90012

    		$80,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    HENRY J KAISER FAMILY FOUNDATION
          		Employer identification number

    94-6064808
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0007
     
     

    Tides Foundation    
    PO Box 29198
       
    San Francisco, CA   94129

    		$80,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0008
     
     

    MAC AIDS Fund    
    130 Prince Street 3rd Floor
       
    New York, NY   10012

    		$75,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0009
     
     

    State of Louisiana Office of Public    
    1450 Poydras Street Suite 2136
       
    New Orleans, LA   70112

    		$56,220




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0010
     
     

    International AIDS Society    
    Avenue de France 23 CH 1202
       
    Geneva, Geneva   none   SZ

    		$25,000




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    HENRY J KAISER FAMILY FOUNDATION
          		Employer identification number

    94-6064808
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    HENRY J KAISER FAMILY FOUNDATION
          		Employer identification number

    94-6064808
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $ 2,606,325
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0

    TY 2011 AccountingFeesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Deloitte Touche LLP 144,996     142,046

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

    TY 2011 AmortizationSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    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
    Bond Financing 2006-06-30 740,637 175,902 0000000040.000000000000 18,516     194,418
    Loan Funding 2011-02-01 11,661   0000000006.000000000000 972     972

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

    TY 2011 DepreciationSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    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
    Real Estate Office   33,325,237 10,969,700 SL 3150.000 % 920,322      
    Furniture Equipment   66,431,872 6,195,055 SL 010 111,343      
    Telephone System   397,203 167,524 SL 005 22,627      
    Computer Hardware   1,298,695 1,174,462 SL 010 142,072      
    Computer Software   921,153 833,458 SL 005 29,973      
    Automobile   51,512 37,046 SL 005 5,151      
    Real Estate Investment     38,824,005 SL 3150.000 % 1,182,798 1,182,798 1,182,798  

    TY 2011 GeneralExplanationAttachment
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Identifier Return Reference Explanation
        Part VIII, Section 1, column d - Drew Altman-Benefits The amount reported includes an estimate of annualized cost of funding a qualified defined benefit plan available to all employees, employer contributions to the Foundations other qualified pension plans, and the cost of other standard benefits medical, dental, vision, life, and disability insurance provided on the same basis as all other Foundation employees. Part VIII, Section 1, column e - Drew Altman-Expense Accounts The amount reported in column e includes 3,975 for additional life insurance coverage for Dr. Altman. In addition, the Foundation provides Dr. Altman with the use of a company-owned automobile. The value of the personal use of the automobile by Dr. Altman is 4,284 in taxable compensation. Finally, the Foundation paid dues totaling 415 for Dr. Altmans membership in organizations related to his professional duties on behalf of the Foundation. Part VIII, Section 1, column c - Koonal Gandhi-Compensation The amount reported in column c includes a base salary of 280,500 and a one-time retention incentive payment made to the employee. Part VIII, Section 2, column c - Michael Sinclair-Compensation Dr. Sinclair left the Foundation August 31, 2011, and the amount reported in columnc includes payment of his accumulated flexible time off. Part VIII, Section 2, column c - David Rousseau-Compensation The amount reported in column c includes a one-time payment of accumulated flexible time off used for the employees relocation expenses.

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Stocks at Custodian Northern Trust related 34,740,379 37,779,275

    TY 2011 InvestmentsLandSchedule2
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Quadrus Sand Hill 51,954,439   51,954,439 52,707,001

    TY 2011 InvestmentsOtherSchedule2
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Venture Capital FMV 101,825,694 119,873,201
    Limited Partnership FMV 245,976,187 253,560,729
    Investment Related Receivable FMV 1,528,655 1,528,655

    TY 2011 LandEtcSchedule2
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land - DC 7,463,063   7,463,063 7,463,063
    Office Space 33,325,237 7,421,444 25,903,792 25,903,793
    Furniture Equipment 6,431,872 6,115,688 316,184 316,184
    Telephone System 397,203 190,151 207,052 207,052
    Computer Hardware 1,298,695 1,059,280 238,916 238,916
    Computer Software 921,153 862,932 58,221 58,221
    Automobile 51,512 5,151 46,362 46,362


    TY 2011 LegalFeesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Arent Fox Kinter Plotkin Kahn PLLC 2,641      
    Caplin Drysdale 154,911     140,255
    Davis Harmin LLP 10,924     13,320
    Davis Wright Tremaine, LLP 4,311     4,952
    Mayer Brown LLP 45,168 18,013 18,013 27,155
    Morrison Foerster LLP 9,058 1,575 1,575 9,017
    Wilkes Artis 11,139      
    Other Legal 1,142     380


    TY 2011 MortgagesAndNotesPayableSch 
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Total Mortgage Amount: 61500000

    Item No. 1
    Lender's Name Union Bank
    Lender's Title UB Loan
    Relationship to Insider n/a
    Original Amount of Loan 30000000
    Balance Due  
    Date of Note 2009-05
    Maturity Date 2019-06
    Repayment Terms 120 months
    Interest Rate 0000000.0515
    Security Provided by Borrower 2400-2498 Sand Hill Rd, Menlo Park, CA
    Purpose of Loan Liquidity Bridge Loan
    Description of Lender Consideration Promissory Note secured by deed of trust variable rate with swap option
    Consideration FMV  

    Item No. 2
    Lender's Name Northern Trust
    Lender's Title NT Loan
    Relationship to Insider n/a
    Original Amount of Loan 31500000
    Balance Due 31500000
    Date of Note 2011-02
    Maturity Date 2017-01
    Repayment Terms 72 months
    Interest Rate 0000000.0364
    Security Provided by Borrower Cash securities held in custody at NT Bank
    Purpose of Loan Refinance loan
    Description of Lender Consideration Promissory Note secured by cash securities variable rate with swap option
    Consideration FMV 31500000


    TY 2011 OtherAssetsSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Bond Financing 564,736 546,220 546,220
    Tax Refund Receivable 321,406 418,431 418,431
    Quadrus Note Receivable 125,958 197,343 197,343
    Deposits 3,440 38,664 38,664
    Loan Financing 59,785 10,689 10,689
    Inv A/R Quadrus   280,423 280,423
    Other 867,314 124,250 124,250


    TY 2011 OtherExpensesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Amortization See attached statement 19,488      
    Equipment Lease Maintenance 342,401 13,707 13,707 274,405
    Postage and Shipping 92,122 4,063 4,063 90,090
    Office Supplies 343,200 20,928 20,928 245,866
    Communications 359,344 38,569 38,569 324,879
    Library Expenses 87,950 6,513 6,513 78,634
    Bank Payroll Processing Fees 54,566     54,566
    Temporary Office Help 196 9 9 1,872
    Recruiting 65,164 1,184 1,184 63,932
    Foundation Memberships 25,150     25,150
    Bond Expense 358,666      
    Real Estate Expenses 1,286,491 1,286,491 1,286,491  
    Program Expense 1,881,942     1,887,901
    Investment Expenses 986,512      
    Miscellaneous 39     4,539


    TY 2011 OtherIncomeSchedule2
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Gain Loss on K-1 26,838,614 26,838,614 26,838,614
    UBTI reported on 990-T   296,890 296,890
    Miscellaneous Income 1,489 1,483 1,483
    K-1 Capital Gains Loss 6,831,091    
    Cap Gain reported on 990-T 73,759    


    TY 2011 OtherIncreasesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Description Amount
    Current Defined Pension Liability -4,504,226
    Deferred Tax Adj 3,127,016
    Book Tax Cost Step-Up 65,250,867


    TY 2011 OtherLiabilitiesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Bond Payable 42,000,000 42,000,000
    Bond Interest Payable 11,415 3,958
    Loan Interest Payable 47,985 26,317


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Adage 148,944 148,944 148,944  
    Adamas Partners 334,743 334,743 334,743  
    Alloy Ventures 128,695 128,695 128,695  
    Blue Run Ventures 51,595 51,595 51,595  
    Brahman Partners 319,902 319,902 319,902  
    Cambridge Associates 154,765 154,765 154,765  
    Clearwater 136,178 136,178 136,178  
    Cramer Rosenthal 81,539 81,539 81,539  
    Davidson Kempner 240,772 240,772 240,772  
    Doll Capital 384,275 384,275 384,275  
    Draper Fisher Jurvetson Fund 36,722 36,722 36,722  
    Energy Capital Partners 139,948 139,948 139,948  
    Flagship Ventures 89,947 89,947 89,947  
    Foundation Capital 1,369,203 1,369,203 1,369,203  
    Francisco Partners 36,320 36,320 36,320  
    Franklin Park 210,431 210,431 210,431  
    Friedman Fleischer Lowe 61,049 61,049 61,049  
    Gramercy 65,804 65,804 65,804  
    JF Lehman 202,059 202,059 202,059  
    JMH Capital 24,237 24,237 24,237  
    Legacy Venture 22,527 22,527 22,527  
    Lone Star Funds 201,327 201,327 201,327  
    Marathon Asset Management 222,675 222,675 222,675  
    Onset, L.P. 216,003 216,003 216,003  
    57 Stars 1,265,129 1,265,129 1,265,129  
    Regiment Capital Advisors 72,223 72,223 72,223  
    Riverstone Holdings 113,838 113,838 113,838  
    Silchester International Investors 193,964 193,964 193,964  
    Snyder Capital 175,368 175,368 175,368  
    Trident Capital 75,543 75,543 75,543  
    Twin Haven Capital Partners 177,458 177,458 177,458  
    Voyager Capital 184,239 184,239 184,239  
    Other Investment Managers 24,974 24,974 24,974  
    Northern Trust 60,753 60,753 60,753  
    Lo Property Management Company 231,998 231,998 231,998  
    Altman Cronin 80,054     80,553
    Mohler, Nixon Williams 28,140     28,140
    Caplin Drysdale       24,854
    Every Network 25,383     20,680
    Program-related contracts 8,820,238     8,557,604
    Other Consulting 77,057 5,000 5,000 76,972


    TY 2011 TaxesSchedule
    Name:
    HENRY J KAISER FAMILY FOUNDATION
    EIN: 94-6064808
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Real estate tax not included in line 20 698,883 350,680 350,680 0
    Tax on investment income taxes 1,655,738 0 0 1,750,885