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
Theodore & Renee Weiler Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)6800 Jericho Turnpike   Room/suite
City or town, state, and ZIP code
Syosset, NY11791
A Employer identification number

13-6181441
B Telephone number (see page 10 of the instructions)

(516) 496-9195
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,650,655J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 122,124 122,124  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 544,258
b Gross sales price for all assets on line 6a 3,622,230
7 Capital gain net income (from Part IV, line 2)... 544,258
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 666,382 666,382  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,000 6,000   9,000
c Other professional fees (attach schedule).... Click to see attachment 35,000 7,000   28,000
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 6,313      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,229     1,229
23 Other expenses (attach schedule)....... Click to see list of attachments 22,978 22,103   875
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,520 35,103   39,104
25 Contributions, gifts, grants paid........ 960,750 960,750
26 Total expenses and disbursements. Add lines 24 and 25 1,041,270 35,103   999,854
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -374,888
b Net investment income (if negative, enter -0-) 631,279
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 313,731 91,025 91,025
2 Savings and temporary cash investments.......... 2,832,784 2,502,818 2,502,818
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,642,896 Click to see attachment5,532,659 4,006,928
c Investments—corporate bonds (attach schedule)........ 296,829    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,353,593 Click to see attachment1,934,756 2,040,360
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,837 Click to see attachment9,524 Click to see attachment9,524
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,445,670 10,070,782 8,650,655
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 10,445,670 10,070,782
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).................... 10,445,670 10,070,782
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,445,670 10,070,782
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 10,445,670
2 Enter amount from Part I, line 27a..................... 2 -374,888
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 10,070,782
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 10,070,782
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 100,000 Merrill Lynch-3.531%,7/2511 P 2009-10-23 2011-07-25
b 100,000 Gov't Backed Tr-5/15/11 P 2009-10-23 2011-05-15
c 100,000 American Express Cr-6/16/11 P 2010-03-15 2011-06-16
d 15 Visa Inc-Exp Calls P 2010-09-20 2011-01-22
e Clovis Capital P 2006-01-01 2011-12-09
Conatus Capital P 2007-12-10 2011-10-14
Bank of America-Settlement P 2011-09-19 2011-09-19
Motorola Cprp-Settlement P 2011-08-10 2011-08-10
Lucent Tech-Settlement P 2011-07-24 2011-07-24
100 Sandisk Corp-Exp Calls P 2011-03-30 2011-05-21
100 Morgan Stanley-Exp Calls P 2011-01-24 2011-04-16
10,000 Sandisk Corp P 2011-03-23 2011-10-26
1,800 Pacific Enterprises Pfd $4.40 P 1987-01-16 2011-06-30
2,000 Weatherford International P 2010-05-04 2011-01-21
10,000 Bank of America P 2010-10-19 2011-04-27
9,440 Alliance Bernstein Global RE Fd P 2010-09-21 2011-05-04
20 Qualcomm Inc-Exp Calls P 2011-09-14 2011-10-22
4 CME Group Inc-Exp Call P 2011-04-06 2011-05-21
10 United StatesSteel-Exp Calls P 2011-03-29 2011-05-21
1,500 Visa Inc P 2010-08-26 2011-05-17
2,500 Sandisk Corp P 2011-06-10 2011-11-18
1,000 Goldman Sachs Group P 2010-08-11 2011-01-21
500 Apple Inc P 2010-08-11 2011-01-21
4,000 Adobe Systems P 2010-10-06 2011-02-18
(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 100,000   100,000  
b 100,000   100,000  
c 100,000   100,000  
d 5,250     5,250
e 792,991   500,000 292,991
970,600   1,000,000 -29,400
15     15
90     90
82     82
19,898     19,898
6,798     6,798
472,089   431,043 41,046
182,700   103,050 79,650
43,787   35,553 8,234
122,892   119,657 3,235
1,126   1,126  
3,000     3,000
4,200     4,200
2,350     2,350
116,998   105,000 11,998
121,873   104,596 17,277
167,997   149,198 18,799
147,497   125,245 22,252
139,997   103,504 36,493
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        
b        
c        
d       5,250
e       292,991
      -29,400
      15
      90
      82
      19,898
      6,798
      41,046
      79,650
      8,234
      3,235
       
      3,000
      4,200
      2,350
      11,998
      17,277
      18,799
      22,252
      36,493
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 2 544,258
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 201,017
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 978,067 9,994,217 0.09786
2009 869,886 9,511,868 0.09145
2008 885,500 10,880,102 0.08139
2007 870,306 12,722,078 0.06841
2006 837,556 12,097,478 0.06923
2 Total of line 1, column (d) ...................... 2 0.40835
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.08167
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 9,434,297
5 Multiply line 4 by line 3....................... 5 770,490
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,313
7 Add lines 5 and 6......................... 7 776,803
8 Enter qualifying distributions from Part XII, line 4.............. 8 999,854
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 6,313
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 6,313
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 6,313
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 15,837
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 15,837
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,524
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet9,524 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRichard Kandel Telephone no.bullet (516) 496-9195
    Located atbullet6800 Jericho Turnpike-Ste 206ESyossetNY ZIP+4bullet11791
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Alan Safir Pres.-Director
    0.00     		0    
    473 Mariner Drive
    Jupiter,FL33477
    Richard Kandel Treas.-Mgr. Dir
    8.00     		0    
    15 W 53rd Street
    New York,NY10019
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,443,569
    b
    Average of monthly cash balances.......................
    1b
    134,397
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,577,966
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    9,577,966
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    143,669
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,434,297
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    471,715
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    471,715
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    6,313
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,313
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    465,402
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    465,402
    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
    465,402
    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
    999,854
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    999,854
    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
    6,313
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    993,541
    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 7 465,402
    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....... 244,716
    b From 2007....... 259,408
    c From 2008....... 341,495
    d From 2009....... 403,103
    e From 2010....... 497,872
    fTotal of lines 3a through e......... 1,746,594
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 999,854
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2011 distributable amount..... 465,402
    e Remaining amount distributed out of corpus 534,452
    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 2,281,046
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		244,716
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		2,036,330
    10 Analysis of line 9:
    a Excess from 2007.... 259,408
    b Excess from 2008.... 341,495
    c Excess from 2009.... 403,103
    d Excess from 2010.... 497,872
    e Excess from 2011.... 534,452
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    World Federation of Bergen Belson A
    633 Third Ave-21st Fl
    New York,NY10017     		N/A Public General & Capital Purposes, unless noted 15,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		N/A Public General & Capital Purposes, unless noted 5,000
    Thoughline Artists Inc
    15 West 53rd Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 20,000
    PEF Israel Endowment Fund
    317 Madison Ave-Ste 607
    New York,NY10017     		N/A Public General & Capital Purposes, unless noted 8,000
    Palm Beach Pops
    500 S Australian Ave-Ste 100
    West Palm Beach,FL33401     		N/A Public General & Capital Purposes, unless noted 500
    One Jerusalem Charitable Educationa
    136 East 39th Street
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 20,000
    New York Gothams Youth Baseball
    54 Morningside Drive 21
    New York,NY10028     		N/A Public General & Capital Purposes, unless noted 2,000
    Nassau County Police Department Fdn
    1490 Franklin Ave
    Mineola,NY11501     		N/A Public General & Capital Purposes, unless noted 10,000
    Lifeline Humanitarian Organization
    200 N Michigan Ave
    Chicago,IL60601     		N/A Public General & Capital Purposes, unless noted 500
    Jewish Institute Nat'l Security Aff
    1307 New York Ave NW
    Washington,DC20005     		N/A Public General & Capital Purposes, unless noted 25,000
    Jewish Guild for the Blind
    15 W 65th Street
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 1,500
    Jewish Adoption Foster Care Options
    4200 N University Drive
    Sunrise,FL33351     		N/A Public General & Capital Purposes, unless noted 1,000
    Jerusalem Foundation
    420 Lexington Ave-Ste 1645
    New York,NY10170     		N/A Public General & Capital Purposes, unless noted 2,500
    International Center of Photography
    1114 Ave of the Americas
    New York,NY10036     		N/A Public General & Capital Purposes, unless noted 1,000
    Hope Heroes Children's Cancer Fund
    161 Fort Washington Ave-7th Fl
    New York,NY10032     		N/A Public General & Capital Purposes, unless noted 1,000
    Grand Street Settlement
    80 Pitt Street
    New York,NY10035     		N/A Public General & Capital Purposes, unless noted 1,000
    Friends of the IDF
    350 Fifth Avenue-Ste 2011
    New York,NY10117     		N/A Public General & Capital Purposes, unless noted 2,500
    Eightorial Coalition Inc
    57 Crystal Street
    Harrison,NY10528     		N/A Public General & Capital Purposes, unless noted 10,000
    Edwin Gould Services-Children Famil
    151 Lawrence Street
    Brooklyn,NY11201     		N/A Public General & Capital Purposes, unless noted 2,500
    Center for Addiction Substance Abus
    633 Third Avenue
    New York,NY10017     		N/A Public General & Capital Purposes, unless noted 2,500
    Carmel Academy
    270 Lake Ave
    Greenwich,CT06830     		N/A Public General & Capital Purposes, unless noted 2,500
    Cancer Center for Kids
    120 Mineola Blvd
    Mineola,NY11501     		N/A Public General & Capital Purposes, unless noted 2,000
    Berkshire Farm Ctr Services for You
    13640 Route 22
    Canaan,NY12029     		N/A Public General & Capital Purposes, unless noted 1,000
    Association of Community Employment
    598 Broadway-7th Floor
    New York,NY10012     		N/A Public General & Capital Purposes, unless noted 2,500
    ASOLO Repertory Theatre
    5555 N Tamiami Trail
    Sarasota,FL32243     		N/A Public General & Capital Purposes, unless noted 5,000
    Animal Medical Center
    510 E 62nd Street
    New York,NY10065     		N/A Public General & Capital Purposes, unless noted 2,000
    American Friends of Hebrew Universi
    7280 W Palmetto Park Road
    Boca Raton,FL33433     		N/A Public General & Capital Purposes, unless noted 1,500
    Admiral's Cove Cares Charitable Fdn
    200 Admirals Cove Blvd
    Jupiter,FL33477     		N/A Public General & Capital Purposes, unless noted 2,000
    Westside Jewish Community Center
    5870 W Olympic Blvd
    Los Angeles,CA90036     		N/A Public General & Capital Purposes, unless noted 2,500
    Street Squash
    40 W 116th Street
    New York,NY10026     		N/A Public General & Capital Purposes, unless noted 1,000
    St Francis Food Pantries Shelter
    450 7th Avenue
    New York,NY10123     		N/A Public General & Capital Purposes, unless noted 5,000
    Second Stage Theatre
    305 W 43rd Street
    New York,NY10036     		N/A Public General & Capital Purposes, unless noted 6,000
    Rockefeller University
    1230 York Ave-PO Box 164
    New York,NY10065     		N/A Public General & Capital Purposes, unless noted 1,500
    Our Space Inc
    464 Common Street
    Belmont,NY02478     		N/A Public General & Capital Purposes, unless noted 5,000
    NYU Langone Medical Center
    One Park Ave-17th Fl
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 5,000
    Foundation Stone Inc
    232 Madison Ave-Rm 608
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 10,000
    Bard College Associates Program
    PO Box 5000
    Annandaleon Hudson,NY12504     		N/A Public General & Capital Purposes, unless noted 2,500
    Assoc of Israel Decorative Arts
    110 East 59th Street-26th Fl
    New York,NY10126     		N/A Public General & Capital Purposes, unless noted 1,500
    ARS Nova
    511 West 54th Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 2,500
    American Friends-Genesis Fdn Jerusa
    733 Cornaga Court
    Far Rockaway,NY11691     		N/A Public General & Capital Purposes, unless noted 10,000
    NYS Troopers Foundation
    3 Airport Park Blvd
    Latham,NY12110     		N/A Public General & Capital Purposes, unless noted 8,000
    FSH Society Inc
    64 Grove Street
    Watertown,MA02472     		N/A Public General & Capital Purposes, unless noted 1,000
    Friends Of Ir David
    3145 Coney Island Ave
    Brooklyn,NY11235     		N/A Public General & Capital Purposes, unless noted 20,000
    Federal Enforcement Homeland Securi
    150 John F Kennedy Parkway
    Short Hills,NJ07078     		N/A Public General & Capital Purposes, unless noted 16,000
    City Harvest
    575 Eighth Ave-4th Floor
    New York,NY10018     		N/A Public General & Capital Purposes, unless noted 2,250
    Children's Store Front
    70 E 129th Street
    New York,NY10035     		N/A Public General & Capital Purposes, unless noted 1,750
    Amer Friends of Mogen David Adom
    5700 Lake Worth Road
    Lake Worth,FL33467     		N/A Public General & Capital Purposes, unless noted 6,000
    Alzheimer's Association
    69-730 Highway 111
    Rancho Mirage,CA92270     		N/A Public General & Capital Purposes, unless noted 5,000
    Pediatric Cancer Foundation
    23 Rockinghorse Trail
    Rye Brook,NY10573     		N/A Public General & Capital Purposes, unless noted 1,000
    Marine Corps Law Enforcement Fdn
    10 Rockefeller Plaza-Ste 1007
    New York,NY10020     		N/A Public General & Capital Purposes, unless noted 5,000
    Cradle of Aviation Museum
    One Davis Avenue
    Garden City,NY11530     		N/A Public General & Capital Purposes, unless noted 5,000
    Cong Emanu-el of Westchester
    2125 Westchester Ave East
    Rye,NY10580     		N/A Public General & Capital Purposes, unless noted 3,250
    Central Park Conservancy
    14 East 60th Street
    New York,NY10022     		N/A Public General & Capital Purposes, unless noted 2,500
    Blythedale Children's Hospital
    95 Bradhurst Avenue
    Valhalla,NY10595     		N/A Public General & Capital Purposes, unless noted 15,000
    Bloom's Syndrome Foundation
    7095 Hollywood Blvd
    Los Angeles,CA90028     		N/A Public General & Capital Purposes, unless noted 5,000
    Westchester Jewish Community Servic
    845 North Broadway
    White Plains,NY10603     		N/A Public General & Capital Purposes, unless noted 11,000
    Tikva Odessa Children's Home
    40 W 23rd Street-35th Floor
    New York,NY10010     		N/A Public General & Capital Purposes, unless noted 1,000
    Paley Center for Media
    25 West 52nd Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 35,000
    Museum of the Moving Image
    35 Avenue 36th Street
    Astoria,NY11106     		N/A Public General & Capital Purposes, unless noted 3,000
    Jupiter Medical Center Fdn
    1210 S Old Dixie Hwy
    Jupiter,FL33458     		N/A Public General & Capital Purposes, unless noted 1,000
    Hewlett-East Rockaway Jewish Ctr
    295 Main Street
    East Rockaway,NY11518     		N/A Public General & Capital Purposes, unless noted 6,000
    Concert Arts Guild
    850 7th Avenue-Ste 1205
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 2,500
    Women in Need
    115 West 31st Street
    New York,NY10001     		N/A Public General & Capital Purposes, unless noted 1,000
    WITF-TV
    4801 Lindle Road
    Harrisburg,PA17111     		N/A Public General & Capital Purposes, unless noted 10,000
    White Plains Hospital Center
    Davis Avenue
    White Plains,NY10601     		N/A Public General & Capital Purposes, unless noted 5,000
    US Holocaust Memorial Museum
    100 Raoul Wallenberg Place
    Washington,DC20024     		N/A Public General & Capital Purposes, unless noted 12,500
    United Way-York County
    800 East King Street
    York,PA17405     		N/A Public General & Capital Purposes, unless noted 10,000
    UJAFederation
    130 E 59th Street
    New York,NY10022     		N/A Public General & Capital Purposes, unless noted 10,000
    WNET-Thirteen
    450 W 33rd Street
    New York,NY10001     		N/A Public General & Capital Purposes, unless noted 3,000
    USC Shoah Fdn Visual History
    650 W 35th Street-Ste 114
    Los Angeles,CA90089     		N/A Public General & Capital Purposes, unless noted 25,000
    School of American Ballet
    70 Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 5,000
    SCAN New York Foundation
    345 East 102nd Street
    New York,NY10029     		N/A Public General & Capital Purposes, unless noted 5,000
    Roundabout Theatre
    231 West 39th Street
    New York,NY10018     		N/A Public General & Capital Purposes, unless noted 17,000
    Kravis Center Performing Arts
    701 Okeechobee Blvd
    W Palm Beach,FL33401     		N/A Public General & Capital Purposes, unless noted 2,200
    Princess Grace Foundation
    150 East 58th Street
    New York,NY10155     		N/A Public General & Capital Purposes, unless noted 5,000
    Pave the Way Foundation
    47 Farrell Street
    Long Beach,NY10118     		N/A Public General & Capital Purposes, unless noted 105,000
    Ovarian Cancer Research Fund
    14 Pennsylvania Plaza
    New York,NY10122     		N/A Public General & Capital Purposes, unless noted 1,300
    Norton Museum of Art
    1451 S Olive Ave
    W Palm Beach,FL33401     		N/A Public General & Capital Purposes, unless noted 11,000
    North Shore LI Health Systems
    125 Community Drive
    Great Neck,NY11021     		N/A Public General & Capital Purposes, unless noted 5,000
    New York Theater Ballet
    30 East 31st Street
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 5,000
    New York City Ballet
    20 Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 14,000
    Musicals Tonight Inc
    150 West 79th Street
    New York,NY10024     		N/A Public General & Capital Purposes, unless noted 1,000
    Museum of Modern Art
    11 West 53rd Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 15,000
    Metropolitan Opera
    Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 11,500
    Metropolitan Museum of Art
    1000 5th Avenue
    New York,NY10028     		N/A Public General & Capital Purposes, unless noted 6,500
    McCarton Foundation
    350 East 82nd Street
    New York,NY10028     		N/A Public General & Capital Purposes, unless noted 5,000
    Malty Jupiter Theater
    1001 E Indiantown Rd
    Jupiter,FL33477     		N/A Public General & Capital Purposes, unless noted 10,000
    Lymphoma Research Foundation
    115 Broadway-13th Floor
    New York,NY10006     		N/A Public General & Capital Purposes, unless noted 5,000
    Lincoln Center Theater
    150 West 65th Street
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 10,000
    Lee David Pesky Center for Learning
    3324 Elder Street
    Boise,ID83705     		N/A Public General & Capital Purposes, unless noted 2,500
    Katonah Museum of Art
    Jay Street
    Katonah,NY10536     		N/A Public General & Capital Purposes, unless noted 3,000
    Jacob Burns Film Center
    405 Manville Road
    Pleasantville,NY10570     		N/A Public General & Capital Purposes, unless noted 22,500
    Israel Air Force Center Fdn
    2300 Computer Ave-Ste D-18
    Willow Grove,PA19090     		N/A Public General & Capital Purposes, unless noted 25,000
    Hole in the Wall Gang Fund
    555 Long Wharf Drive
    New Haven,CT06511     		N/A Public General & Capital Purposes, unless noted 5,000
    Greenwich House
    224 W 30th St-Ste 302
    New York,NY10001     		N/A Public General & Capital Purposes, unless noted 10,000
    Film Society Lincoln Center
    70 Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 30,000
    Federal Drugs Agent Fdn
    380 North Broadway-2nd Fl
    Jericho,NY11753     		N/A Public General & Capital Purposes, unless noted 12,000
    Ethical Culture Fieldston Sch
    33 Central Park West
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 2,000
    Dancers Group Studio Theater
    1360 Mission Street
    San Francisco,CA94103     		N/A Public General & Capital Purposes, unless noted 10,000
    City Meals on Wheels
    355 Lexington Avenue
    New York,NY10017     		N/A Public General & Capital Purposes, unless noted 5,000
    Children's Theatre Company
    526 W 26th St-Ste 1012
    New York,NY10003     		N/A Public General & Capital Purposes, unless noted 7,500
    Children's Hearing Institute
    380 Second Ave
    New York,NY10010     		N/A Public General & Capital Purposes, unless noted 1,500
    Crohn's Colitis Fdn
    386 Park Avenue South
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 2,500
    Carnegie Hall
    881 7th Avenue
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 6,500
    Breast Cancer Research Fdn
    60 East 56th Street
    New York,NY10022     		N/A Public General & Capital Purposes, unless noted 4,000
    Ballet Theatre Foundation
    890 Broadway
    New York,NY10003     		N/A Public General & Capital Purposes, unless noted 5,000
    Amer Museum Natural Hist
    Central Park West
    New York,NY10024     		N/A Public General & Capital Purposes, unless noted 6,500
    Amer Friends Israel Philharmon
    122 East 42nd Street
    New York,NY10168     		N/A Public General & Capital Purposes, unless noted 7,500
    Amer Friends of Israel Museum
    500 5th Avenue-Ste 2540
    New York,NY10110     		N/A Public General & Capital Purposes, unless noted 100,000
    Amer Fdn for AIDS Research
    120 Wall Street
    New York,NY10005     		N/A Public General & Capital Purposes, unless noted 10,000
    American Cancer Society
    2600 US Highway 1
    North Brunswick,NJ08902     		N/A Public General & Capital Purposes, unless noted 3,000
    Actors Fund of America
    729 7th Avenue
    New York,NY10011     		N/A Public General & Capital Purposes, unless noted 5,000
    Total .................................bullet 3a 960,750
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 122,124  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 544,258  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   666,382  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13666,382
    (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: 11000144
    Software Version: 2011v1.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kandel & Company 15,000 6,000 0 9,000

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Youko Inc 99,828 62,680
    Weyerthaeuser Co 91,410 74,680
    Weyerthaeuser Co 70,346 56,010
    Weatherford International Inc-Calls    
    Visa Inc-Calls    
    United States Steel 129,479 66,150
    United States Steel 201,829 105,840
    Qualcomm Inc 97,000 109,400
    Nvidia Corp 425,604 277,200
    Nvidia Corp 108,634 69,300
    Nvidia Corp 109,502 69,300
    Microsoft Corp 536,805 519,200
    Microsoft Corp 111,840 103,840
    Microsoft Corp 112,402 103,840
    Goldman Sachs Group-Calls    
    Ford Motor Co 100,000 107,600
    CME Corp 116,000 97,468
    Broadcom Corp 116,866 88,080
    Broadcom Corp 138,021 102,760
    Apple-Calls    
    Weatherford International Inc    
    Visa Inc    
    Petroleo Brasileiro SA 374,302 248,500
    Petroleo Brasileiro SA 124,683 74,550
    Morgan Stanley 269,655 151,300
    Huntington Bancshares Inc 98,056 82,350
    Goldman Sachs Group Inc    
    Cisco Systems Inc 132,937 126,560
    Cisco Systems Inc 411,400 361,600
    Cisco Systems Inc 83,060 72,320
    Bank of America Corp 93,600 55,600
    Bank of America Corp    
    Apple Inc    
    Adobe Systems Inc    
    CBRE Clarion Global REIT 1,379,400 820,800
    Pacific Enterprises Pfd-$4.40    

    TY 2011 InvestmentsOtherSchedule2
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Alliance Berstein Global Real Estate Fd AT COST 870,366 825,592
    Crestwood Capital AT COST 1,000,000 1,150,378
    Conatus Capital Overseas Ltd AT COST 48,530 48,530
    Clovis Capital Partners AT COST 15,860 15,860

    TY 2011 OtherAssetsSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Prepaid Excise Tax 5,837 9,524 9,524


    TY 2011 OtherExpensesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Publication Notice 125     125
    Investment & Custody Fees 21,913 21,913    
    Filing Fee 750     750
    Bank & Wire Fees 190 190    


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kandel & Company-Management Services 35,000 7,000 0 28,000


    TY 2011 TaxesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax -2011 6,313