Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
E MURDOCH FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)225 BALA AVENUE SUITE 200   Room/suite
City or town, state, and ZIP code
BALA CYNWYD, PA19004
A Employer identification number

25-6741979
B Telephone number (see page 10 of the instructions)

(610) 668-2200
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$1,329,849J 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 56 56  
4 Dividends and interest from securities...... 33,608 33,608  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 37,560
b Gross sales price for all assets on line 6a 241,265
7 Capital gain net income (from Part IV, line 2)... 37,560
8 Net short-term capital gain......... 572
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 2,806 2,806  
12 Total. Add lines 1 through 11........ 74,030 74,030 572
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 2,400 2,400    
c Other professional fees (attach schedule).... Click to see attachment 10,958 10,958    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,050 105   945
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,408 13,463   945
25 Contributions, gifts, grants paid........ 60,275 60,275
26 Total expenses and disbursements. Add lines 24 and 25 74,683 13,463   61,220
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -653
b Net investment income (if negative, enter -0-) 60,567
c Adjusted net income (if negative, enter -0-)... 572
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............... 40,388    
2 Savings and temporary cash investments..........   30,227 30,227
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)........ 1,044,823 Click to see attachment224,982 281,184
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 97,483 Click to see attachment932,307 1,018,438
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,182,694 1,187,516 1,329,849
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......... 1,182,694 1,185,585
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds   1,931
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,182,694 1,187,516
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,182,694 1,187,516
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 1,182,694
2 Enter amount from Part I, line 27a..................... 2 -653
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 9,583
4 Add lines 1, 2, and 3.......................... 4 1,191,624
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4,108
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,187,516
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 Buckeye Partners LP P 2009-01-15 2011-01-25
b 100 Sunoco Logistics LP P 2009-01-15 2011-01-25
c 1000 Bank of America P 2009-03-24 2011-06-22
d 200 JP Morgan Chase & Co P 2009-03-20 2011-08-15
e 150 Wells Fargo & Co New P 2009-03-20 2011-08-15
27 Exxon Mobil Corp P 2000-12-11 2011-11-30
53 Johnson & Johnson P 2000-12-19 2011-11-30
161 PepsiCo P 2001-01-17 2011-11-30
PPL Corp P 2001-01-17 2011-11-30
565.682 Invesco Charter Fd P 2010-08-10 2011-09-06
1331.361 American Century Eq Inc Fd P 2010-08-10 2011-09-06
781.861 Hussman Strategic Gwth Fd P 2010-08-10 2011-09-06
Ishs Trust S&P Midcap 400 P 2010-08-10 2011-09-06
Ishs S&P Smallcap 600 P 2010-08-10 2011-09-06
278.422 Janus Inv Fd Perkins Small Cap Value Fd P 2010-08-10 2011-09-06
386.598 Janus Inv Fd Triton Fd P 2010-08-10 2011-09-06
589.391 Primecap Odyssey Agressive Gwth Fd P 2010-09-10 2011-09-06
87 Standard & Poors Dep Recpts P 2010-08-10 2011-09-06
414.555 Westport Fund Cl I P 2010-08-10 2011-09-06
312.695 Invesco Charter Fd P 2010-08-10 2011-09-13
734.215 American Century Eq Inc Fd P 2010-08-10 2011-09-13
388.802 Hussman Strategic Gwth Fd P 2010-08-10 2011-09-13
55 Ishs Trust S&P Midcap 400 Fd P 2010-08-10 2011-09-13
61 Ishs S&P Smallcap 600 Indx Fd P 2010-08-10 2011-09-13
182.565 Janus Inv Fd Perkins Small Cap Value Fd P 2010-08-10 2011-09-13
253.325 Janus Inv Fd Triton Fd P 2010-08-10 2011-09-13
321.958 Primecap Odyssey Agressive Gwth Fd P 2010-09-10 2011-09-13
50 Standard & Poors Dep Recpts P 2010-08-10 2011-09-13
321.691 Westport Fund Cl I P 2010-08-10 2011-09-13
614.628 Invesco Charter Fd P 2010-08-10 2011-10-13
1449.275 American Century Ed Inc Fd P 2010-08-10 2011-10-13
83 Standard & Poors Dep Recpts P 2010-08-10 2011-10-13
605.694 Primecap Odyssey Aggressive Gwth Fd P 2010-09-10 2011-12-01
415.455 Westport Fund Cl I P 2010-08-10 2011-12-01
(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 6,720 0 3,679 3,041
b 8,363 0 5,023 3,340
c 10,767 0 3,821 6,946
d 7,237 0 4,765 2,472
e 3,643 0 2,132 1,511
2,071 0 86 1,985
3,301 0 190 3,111
10,078 0 7,482 2,596
3,750 0 2,276 1,474
9,000 0 8,570 430
9,000 0 8,893 107
10,000 0 10,258 -258
10,227 0 9,591 636
7,807 0 7,348 459
6,000 0 6,117 -117
6,000 0 5,300 700
9,000 0 8,428 572
10,053 0 9,737 316
9,000 0 8,275 725
5,000 0 4,737 263
5,000 0 4,905 95
5,000 0 5,101 -101
4,605 0 4,220 385
3,795 0 3,475 320
4,000 0 4,011 -11
4,000 0 3,473 527
5,000 0 4,604 396
5,872 0 5,596 276
7,000 0 6,421 579
10,000 0 9,286 714
10,000 0 9,692 308
9,976 0 9,289 687
10,000 0 8,661 1,339
10,000 0 8,263 1,737
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 0 0 0 3,041
b 0 0 0 3,340
c 0 0 0 6,946
d 0 0 0 2,472
e 0 0 0 1,511
0 0 0 1,985
0 0 0 3,111
0 0 0 2,596
0 0 0 1,474
0 0 0 430
0 0 0 107
0 0 0 -258
0 0 0 636
0 0 0 459
0 0 0 -117
0 0 0 700
0 0 0 572
0 0 0 316
0 0 0 725
0 0 0 263
0 0 0 95
0 0 0 -101
0 0 0 385
0 0 0 320
0 0 0 -11
0 0 0 527
0 0 0 396
0 0 0 276
0 0 0 579
0 0 0 714
0 0 0 308
0 0 0 687
0 0 0 1,339
0 0 0 1,737
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 37,560
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 3 572
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 74,508 1,312,491 0.056768
2009 61,125 1,095,224 0.055811
2008 74,213 1,263,466 0.058738
2007 79,209 1,502,546 0.052717
2006 73,375 1,429,429 0.051332
2 Total of line 1, column (d) ...................... 2 0.275366
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 0.055073
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 1,369,918
5 Multiply line 4 by line 3....................... 5 75,445
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 606
7 Add lines 5 and 6......................... 7 76,051
8 Enter qualifying distributions from Part XII, line 4.............. 8 61,220
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 1,211
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 0
3 Add lines 1 and 2............................ 3 1,211
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 1,211
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 541
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: 541 7 541
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 9 670
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 taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletPA
    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 ofbulletBRYN MAWR TRUST COMPANY Telephone no.bullet (610) 581-4938
    Located atbullet6 S BRYN MAWR AVEBRYN MAWRPA ZIP+4bullet19010
    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
     
     
    .........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
    BRITTON H MURDOCH Trustee & Settlor
    1.00     		0 0 0
    6114 GOSHEN ROAD
    NEWTOWN SQUARE,PA19073
    JAMES P DORNBERGER Trustee
    1.00     		0 0 0
    1450 WATERFRONT LANE
    PHOENIXVILLE,PA19460
    NANCY MCCAHAN Trustee
    1.00     		0 0 0
    535 GRADYVILLE ROAD V-184
    NEWTOWN SQUARE,PA19073
    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 0
    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.............bullet0
    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
    1,357,823
    b
    Average of monthly cash balances.......................
    1b
    32,957
    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
    1,390,780
    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
    1,390,780
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    20,862
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,369,918
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    68,496
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    68,496
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,211
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,211
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,285
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    67,285
    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
    67,285
    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
    61,220
    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
    61,220
    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
    61,220
    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 67,285
    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....... 15,144
    b From 2007....... 6,814
    c From 2008....... 11,964
    d From 2009....... 6,971
    e From 2010....... 9,017
    fTotal of lines 3a through e......... 49,910
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 61,220
    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..... 61,220
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011. 6,065 6,065
    (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 43,845
    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) .............     		9,079
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		34,766
    10 Analysis of line 9:
    a Excess from 2007.... 6,814
    b Excess from 2008.... 11,964
    c Excess from 2009.... 6,971
    d Excess from 2010.... 9,017
    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
     
    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:
    BRITTON H MURDOCH
    C/O E MURDOCH FAMILY FDN 225 BALA A
    BALA CYNWYD,PA19004
    (610) 668-2200
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER INCLUDING THE FOLLOWING: (1) A SUMMARY DESCRIPTION OF THE ORGANIZATION; (2) A SUMMARY OF THE PROPOSED PROGRAM; (3) A PLAN MEASURE RESULTS; (4) AMOUNT; (5) EVIDENCE OF NOT-FOR PROFIT TAX STATUS
    cAny submission deadlines:
    BY APRIL 1ST FOR MAY 1ST FUNDING, BY NOVEMBER 1ST FOR DECEMBER 1ST FUNDING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION WILL ONLY CONSIDER REQUEST FROM TAX EXEMPT ORGANIZATIONS THAT SATISFY THE REQUIREMENTS OF THE IRS IN THE UNITED STATES OF AMERICA.
    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
    PA ACADEMY OF FINE ARTS
    118 N BROAD ST
    PHILADELPHIA,PA19102     		  Public Educational 500
    ARTHUR ASHE TENNIS & ED CTR
    4842 RIDGE AVE
    PHILADELPHIA,PA19129     		  Public Educational 5,000
    THE HAVERFORD SCHOOL
    450 LANCASTER AVE
    HAVERFORD,PA19041     		  Public Educational 6,000
    THE ORANGE GIRAFFE PROJ
    444 W 49TH ST 1 AG
    NEW YORK,NY10019     		  Public CancerOutreach 1,250
    UNIVERSITY OF DELAWARE
    83 E MAIN ST
    NEWARK,DE19716     		  Public Educational 11,000
    LEUKEMIA & LYMPHOMA SOC OF DE
    100 W 10TH ST STE 209
    WILMINGTON,DE19801     		  Public Charitable 2,500
    MARINE CORPS SCHOLARSHIP FDN
    PO BOX 1035
    PAOLI,PA19031     		  Public Charitable 1,000
    BRYN MAWR PRESBYTERIAN CH
    625 MONTGOMERY AVE
    BRYN MAWR,PA19010     		  Public Religious 500
    BRYN MAWR HOSPITAL FDN
    130 S BRYN MAWR AVE
    BRYN MAWR,PA19010     		  Public Charitable 250
    MAIN LINE ANIMAL RESCUE
    1149 PIKE SPRING ROAD
    PHOENIXVILLE,PA19425     		  Public Charitable 500
    ROMERO CENTER MINISTRIES
    2907 FEDERAL ST
    CAMDEN,NJ08105     		  Public Religious 500
    RIVERBEND ENVIROMENTAL ED CTR
    1950 SPRING MILL RD
    LOWER MERION,PA19035     		  Public Educational 800
    RADNOR HUNT FDN
    826 PROVIDENCE RD
    MALVERN,PA19355     		  Public Educational 500
    MAIN LINE ART CENTER
    746 PANMURE ROAD
    HAVERFORD,PA19041     		  Public Educational 500
    NURTURING MINDS INC
    PO BOX 144
    VALLEY FORGE,PA19481     		  Public Charitable 1,000
    PHILA COLLEGE OF OSTEOPATHIC MED
    4170 CITY AVE
    PHILADELPHIA,PA19131     		  Public Charitable 500
    HOLY REDEEMER HOSPICE
    1648 HUNTINGDON PIKE
    MEADOWBROOK,PA19046     		  Public Charitable 250
    KATIE SAMSON FOUNDATION
    522 BROOKSIDE AVE
    ST DAVIDS,PA19087     		  Public Charitable 500
    WIDENER UNIV WOMEN'S BASKETBALL
    ONE UNIVERSITY PLACE
    CHESTER,PA19013     		  Public Educational 500
    DEVON HORSE SHOW
    23 DORSET RD
    DEVONBERWYN,PA19333     		  Public Educational 500
    BAKER INDUSTRIES
    184 PENNSYLVANIA AVE
    MALVERN,PA19355     		  Public Educational 500
    PHILADELPHIA ZOO
    3400 W GIRARD AVE
    PHILADELPHIA,PA19104     		  Public Educational 9,125
    THOMAS JEFFERSON UNIV HOSP
    111 SOUTH 11TH ST
    PHILADELPHIA,PA19107     		  Public Educational 500
    THE JAMES O SANDERS TR
    255 KENT ROAD
    WYNNEWOOD,PA19096     		  Public CharitableSupportActivities 2,500
    THE RADNOR HOUNDS FDN
    1701 HORSESHOE TRAIL
    CHESTER SPRINGS,PA19425     		  Public Charitable 500
    PHILADELPHIA CHARITY BALL INC
    PO BOS 1676
    PHILADELPHIA,PA19105     		  Public Charitable 600
    WILLISTOWN CONSERVATION TRUST
    925 PROVIDENCE ROAD
    NEWTOWN SQUARE,PA19073     		  Public Educational 3,000
    CHESTER COUNTY HISTORICAL SOC
    225 N HIGH STREET
    WEST CHESTER,PA19380     		  Public Educational 250
    A BETTER CHANCE
    253 W 35TH STREET
    NEW YORK,NY10001     		  Public Charitable 250
    THOMAS JEFFERSON UNIVERSITY
    1020 WALNUT STREET
    PHILADELPHIA,PA19107     		  Public Educational 9,000
    Total .................................bullet 3a 60,275
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 56  
    4 Dividends and interest from securities....     14 33,608  
    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 37,560  
    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)..   71,224  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1371,224
    (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:  
    Software Version:  
    Part VI Line 7 - Tax Paid Original Return: 541


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bryn Mawr Tr Co Tax Preparation 2,400 2,400    

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

    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    100 Buckeye Partners LP 2009-01 Purchased 2011-01   6,720 3,679     3,041  
    100 Sunoco Logistics LP 2009-01 Purchased 2011-01   8,363 5,023     3,340  
    1000 Bank of America Corp 2009-03 Purchased 2011-06   10,767 3,821     6,946  
    200 JP Morgan Chase & Co 2009-03 Purchased 2011-08   7,237 4,765     2,472  
    150 Wells Fargo & Co New 2009-03 Purchased 2011-08   3,643 2,132     1,511  
    27 Exxon Mobil Corp 2000-12 Purchased 2011-11   2,071 86     1,985  
    53 Johnson & Johnson 2000-12 Purchased 2011-11   3,301 190     3,111  
    161 PepsiCo 2001-01 Purchased 2011-11   10,078 7,482     2,596  
    PPL Corp 2001-01 Purchased 2011-11   3,750 2,276     1,474  
    565.682 Invesco Charter Fd 2010-08 Purchased 2011-09   9,000 8,570     430  
    1331.361 American Century Eq Inc Fd 2010-08 Purchased 2011-09   9,000 8,893     107  
    781.861 Hussman Strategic Gwth Fd 2010-08 Purchased 2011-09   10,000 10,258     -258  
    Ishs Trust S&P Midcap 400 2010-08 Purchased 2011-09   10,227 9,591     636  
    Ishs S&P Smallcap 600 2010-08 Purchased 2011-09   7,807 7,348     459  
    278.422 Janus Inv Fd Perkins Small Cap Value Fd 2010-08 Purchased 2011-09   6,000 6,117     -117  
    386.598 Janus Inv Fd Triton Fd 2010-08 Purchased 2011-09   6,000 5,300     700  
    589.391 Primecap Odyssey Agressive Gwth Fd 2010-09 Purchased 2011-09   9,000 8,428     572  
    87 Standard & Poors Dep Recpts 2010-08 Purchased 2011-09   10,053 9,737     316  
    414.555 Westport Fund Cl I 2010-08 Purchased 2011-09   9,000 8,275     725  
    312.695 Invesco Charter Fd 2010-08   2011-09   5,000 4,737     263  
    734.215 American Century Eq Inc Fd 2010-08 Purchased 2011-09   5,000 4,905     95  
    388.802 Hussman Strategic Gwth Fd 2010-08 Purchased 2011-09   5,000 5,101     -101  
    55 Ishs Trust S&P Midcap 400 Fd 2010-08 Purchased 2011-09   4,605 4,220     385  
    61 Ishs S&P Smallcap 600 Indx Fd 2010-08 Purchased 2011-09   3,795 3,475     320  
    182.565 Janus Inv Fd Perkins Small Cap Value Fd 2010-08 Purchased 2011-09   4,000 4,011     -11  
    253.325 Janus Inv Fd Triton Fd 2010-08 Purchased 2011-09   4,000 3,473     527  
    321.958 Primecap Odyssey Agressive Gwth Fd 2010-09 Purchased 2011-09   5,000 4,604     396  
    50 Standard & Poors Dep Recpts 2010-08 Purchased 2011-09   5,872 5,596     276  
    321.691 Westport Fund Cl I 2010-08 Purchased 2011-09   7,000 6,421     579  
    614.628 Invesco Charter Fd 2010-08 Purchased 2011-10   10,000 9,286     714  
    1449.275 American Century Eq Inc Fd 2010-08 Purchased 2011-10   10,000 9,692     308  
    83 Standard & Poors Dep Recpts 2010-08 Purchased 2011-10   9,976 9,289     687  
    605.694 Primecap Odyssey Aggressive Gwth Fd 2010-09 Purchased 2011-12   10,000 8,661     1,339  
    415.455 Westport Fund Cl I 2010-08 Purchased 2011-12   10,000 8,263     1,737  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Exxon Mobil Corp 635 16,952
    Johnson & Johnson 718 13,116
    JP Morgan Chase & Co 9,530 13,300
    PepsiCo 9,294 13,270
    PPL Corp 5,294 8,826
    Wells Fargo & Co New 5,685 11,024
    Analog Devices 7,050 7,156
    Apache Corp 7,103 6,794
    Avnet Inc 7,680 9,327
    Bard CR Inc 9,068 8,550
    Darden Restaurants Inc 7,579 7,977
    Emerson Electric Company 6,629 6,989
    The Finish Line 6,189 5,786
    Flowserve Corp 8,619 9,932
    Gardner Denver Inc 7,221 7,706
    Global Payments Inc 8,802 9,476
    Hess Corp 8,391 8,520
    Hormel Foods Corp 7,986 8,787
    J&J Snack Foods Corp 5,979 6,660
    Kaydon Corp 6,160 6,100
    Nordson Corp 6,960 7,207
    Paychex Inc 7,877 9,033
    Qualcomm Inc 8,087 8,205
    Sigma Aldrich Corp 7,576 7,808
    Standex International Corp 5,966 6,834
    Sysco Corp 8,049 8,799
    TJX Cos Inc 6,570 8,069
    Teleflex Inc 8,130 9,194
    Thermo Fisher Scientific Inc 7,695 6,746
    US Physical Therapy Inc 7,181 7,872
    Wolverine World Wide Inc 7,556 8,019
    Bunge Limited 7,723 7,150

    TY 2011 InvestmentsOtherSchedule2
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Buckeye Partners LP   43,076 74,921
    Sunoco Logistics Partners LP   45,706 107,562
    UBS Global Allocation Fund Cl A   11,129 10,591
    Invesco Charter Fund   45,507 48,836
    American Century Equity Income Fd   44,610 47,617
    Hussman Strategic Growth Fd   36,641 34,402
    Ishs Trust S&P Midcap 400 Fd   94,767 105,132
    Ishs S&P Smallcap 600 Ind Fd   44,373 51,908
    Janus Perkins Small Cap Value Fd   35,832 32,945
    Janus Triton Fund   35,362 39,946
    Lazard Emerging Mkts Equity Port   62,652 52,418
    Primecap Odyssey Aggressive Growth Fd   31,777 33,407
    SPDR S&P 500 EFT Trust   51,974 57,103
    Templeton Instl Foreign Equity Fd   107,025 95,039
    Vanguard MSCI EAFE ETF   71,621 64,109
    Vanguard MSCI Emerging Mkts ETF   40,992 35,574
    Westport Fund Cl I   27,042 30,436
    Pimco Low Duration Bd Fd   22,397 21,812
    Pimco Total Return Bd Fd   27,223 25,893
    Principal High Yield Inst Fd   22,424 20,810
    Templeton Global Bd Fd   30,177 27,977

    TY 2011 OtherDecreasesSchedule
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Description Amount
    Partnership Sch K-1 passthrough income 4,108


    TY 2011 OtherExpensesSchedule
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Membership Fees 945     945
    Buckeye Partners LP 49 49    
    Sunoco Logistic Partners 56 56    


    TY 2011 OtherIncomeSchedule2
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Buckeye Partners LP 2,355 2,355  
    Sunoco Logistics Partners 451 451  


    TY 2011 OtherIncreasesSchedule
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Description Amount
    Accrued dividends received 2011 474
    Partnership distributions received 9,109


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    E MURDOCH FAMILY FOUNDATION
    EIN: 25-6741979
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS Fincl Svcs Investment Mgmt 150 150    
    Bryn Mawr Tr Co Investment Mgmt 10,808 10,808