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
THE PETER HALMOS FAMILY FOUNDATION
C/O MEYERS & ASSOCIATE CPA PA

Number and street (or P.O. box number if mail is not delivered to street address)4540 PGA BOULEVARDROOM/SUITE 216Room/suite
City or town, state, and ZIP code
PALM BEACH GARDENS, FL33418
A Employer identification number

59-2409780
B Telephone number (see page 10 of the instructions)

(561) 249-1712
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$2,875,893J 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) 19,592
2 Check bullet
3 Interest on savings and temporary cash investments 10,711 10,711  
4 Dividends and interest from securities...... 39,861 39,861  
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 -1,529
b Gross sales price for all assets on line 6a 40,665
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -739   -739
12 Total. Add lines 1 through 11........ 67,896 50,572 -739
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 10,400   139 10,261
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 29,246      
c Other professional fees (attach schedule).... Click to see attachment 23,629   316 23,313
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,860   10 786
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,960   26
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,344   72 5,272
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 84,563 419 1,111 82,092
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 157,002 419 1,674 121,724
25 Contributions, gifts, grants paid........ 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 187,002 419 1,674 151,724
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -119,106
b Net investment income (if negative, enter -0-) 50,153
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............... 12,728 39,034 39,034
2 Savings and temporary cash investments.......... 116,559 123,228 123,228
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   11,488    
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)........ 1,175,739 Click to see attachment1,046,417 2,713,631
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)...........      
14 Land, buildings, and equipment: basis bullet49,689
Less: accumulated depreciation (attach schedule) bullet46,749 4,900 Click to see attachment2,940  
15 Other assets (describe bullet) Click to see attachment13,360 Click to see attachment4,014  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,334,774 1,215,633 2,875,893
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) Click to see attachment35  
23 Total liabilities (add lines 17 through 22).......... 35 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,334,739 1,215,633
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,334,739 1,215,633
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,334,774 1,215,633
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 1,334,739
2 Enter amount from Part I, line 27a..................... 2 -119,106
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,215,633
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 1,215,633
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.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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  
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 296,648 2,437,261 0.121714
2009 186,974 1,937,376 0.096509
2008 198,476 2,298,580 0.086347
2007 82,992 2,670,650 0.031076
2006 61,058 2,429,222 0.025135
2 Total of line 1, column (d) ...................... 2 0.360781
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 0.072156
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 2,726,264
5 Multiply line 4 by line 3....................... 5 196,716
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 502
7 Add lines 5 and 6......................... 7 197,218
8 Enter qualifying distributions from Part XII, line 4.............. 8 151,724
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 1,003
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 1,003
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 1,003
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,910
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 1,910
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 10 907
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet907 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
     
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletFL
    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 .Click to see attachment
    8b
     
    No
    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 addressbulletHTTP://PETER-HALMOS-FOUNDATION.ORG/
    14
    The books are in care ofbulletGAIL C MEYERS Telephone no.bullet (561) 249-1712
    Located atbullet4540 PGA BOULEVARD 216PALM BEACH GARDENSFL ZIP+4bullet33418
    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
     
     
    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
     
     
    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
    PETER A HALMOSClick to see attachment PRES., SEC.
    10.00     		0 0 0
    315 CLARKE AVENUE
    PALM BEACH,FL33480
    NICHOLAS HALMOSClick to see attachment VICE PRES.
    0.00     		0 0 0
    315 CLARKE AVENUE
    PALM BEACH,FL33480
    VICKI HALMOSClick to see attachment VICE PRES.
    40.00     		0 0 0
    315 CLARKE AVENUE
    PALM BEACH,FL33480
    GREGORY HALMOSClick to see attachment VICE PRES.
    20.00     		0 0 0
    315 CLARKE AVENUE
    PALM BEACH,FL33480
    GAIL C MEYERSClick to see attachment TREASURER
    2.00     		0 0 0
    5725 CORPORATE WAY STE 101
    WEST PALM BEACH,FL33407
    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 N/A  
    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
    2,622,728
    b
    Average of monthly cash balances.......................
    1b
    145,053
    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
    2,767,781
    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
    2,767,781
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    41,517
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,726,264
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    136,313
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    136,313
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,003
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,003
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    135,310
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    135,310
    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
    135,310
    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
    151,724
    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
    151,724
    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
    151,724
    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 7 135,310
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008....... 84,713
    d From 2009....... 91,171
    e From 2010....... 175,833
    fTotal of lines 3a through e......... 351,717
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 151,724
    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..... 135,310
    e Remaining amount distributed out of corpus 16,414
    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 5 368,131
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		368,131
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008.... 84,713
    c Excess from 2009.... 91,171
    d Excess from 2010.... 175,833
    e Excess from 2011.... 16,414
    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
    CENTER FOR CREATIVE EDUCA
    425 24TH STREET
    WEST PALM BEACH,FL33407     		    GENERAL 10,000
    PALM BEACH FILM INSTITUTE
    700 SOUTH DIXIE HWY 107
    WEST PALM BEACH,FL33401     		    GENERAL 10,000
    FACES
    NYU EPILEPSY CENTER
    4TH FLOOR
    NEW YORK,NY10016     		    GENERAL 10,000
    Total .................................bullet 3a 30,000
    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
    aPRINCIPAL PLAYERS         1,674
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments         10,711
    4 Dividends and interest from securities....         39,861
    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         -1,529
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aAMERIGAS PARTNERS LP 221000 14      
    bBUCKEYE PARTNERS LP 211110 66      
    cENTERPRISE PRODUCTS PARTNER 211110 -2,533      
    dGENESIS ENERGY, L.P. 211110 -379      
    eMAGELLAN MIDSTREAM PARTNERS 211110 110      
    fSUNOCO LOGISTICS PARTNERS L 211110 78      
    gWP CAREY & CO LLC 531310 231      
    12 Subtotal. Add columns (b), (d), and (e).. -2,413   50,717
    13Total. Add line 12, columns (b), (d), and (e)..................
    1348,304
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    1A PROVIDING OPPORTUNITY AND FORUM FOR LOCAL YOUTH ACTORS IN COMMUNITY
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    Employer identification number

    59-2409780
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA         		Employer identification number

    59-2409780
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    PETER HALMOS    
    C/O MEYERS ASSOCIATE CPA PA
    4540 PGA BLVD SUITE 216  
    PALM BEACH GARDENS, FL   33418

    		$19,592




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA         		Employer identification number

    59-2409780
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA         		Employer identification number

    59-2409780
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 29,246      

    TY 2011 CompensationExplanation
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Person Name Explanation
    PETER A HALMOS  
    NICHOLAS HALMOS  
    VICKI HALMOS  
    GREGORY HALMOS  
    GAIL C MEYERS  

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

    TY 2011 DepreciationSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FILM EQUIPMENT 2004-07-13 5,874 5,874 200DB 5.0000        
    LAPTOP COMPUTER 2004-09-15 2,332 2,332 200DB 5.0000        
    VIDEO EQUIPMENT 2005-06-30 8,021 8,021 200DB 5.0000        
    ROUTER FOR INTERNET 2005-06-30 573 573 200DB 5.0000        
    MUSIC EQUIPMENT FROM GUITAR CENTER 2005-06-30 6,746 6,746 200DB 5.0000        
    PROJECTOR 2005-08-31 958 958 200DB 5.0000        
    MONITOR 2005-08-31 205 205 200DB 5.0000        
    FILM EQUIPMENT 2005-09-30 3,838 3,838 200DB 5.0000        
    CD COLLECTION 2005-09-30 1,517 1,517 200DB 5.0000        
    AUDIO RECORDING DEVICE 2005-10-31 545 545 200DB 5.0000        
    SOUND & MICROPHONE EQUIPMENT 2009-01-25 17,074 12,976 200DB 5.0000 1,639   22  
    HP COMPUTER 2010-03-24 2,006 1,204 200DB 5.0000 321   4  

    TY 2011 ExplnOfNonFilingWithAGStmt
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Statement:
    FLORIDA DOES NOT WANT A COPY OF FORM 990-PF

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    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LASALLE HOTEL PPTYS PFD 2004-10 PURCHASE 2011-03   13,125 13,718     -593  
    POST PROPERTIES INC 2004-01 PURCHASE 2011-03   625 661     -36  
    POST PROPERTIES INC 2004-04 PURCHASE 2011-03   12,500 13,340     -840  
    POST PROPERTIES INC 2004-08 PURCHASE 2011-03   2,500 2,581     -81  
    VENTAS-NATIONWIDE HEALTH PROPERTIES 2005-10 PURCHASE 2011-07   2,283 2,283        
    VENTAS-NATIONWIDE HEALTH PROPERTIES 2005-10 PURCHASE 2011-07   9,100 9,100        
    LIBERTY MEDIA CORP LIBERTY STARZ SER 2009-11 PURCHASE 2011-12   511 511        
    VENTAS INC 2011-07 PURCHASE 2011-07   16       16  
    LIBERTY MEDIA CORPORATION 2011-12 PURCHASE 2011-12   5       5  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STEWART W.P. & CO LTD    
    XL GROUP PLC US LISTED-XL CAPI    
    AMERICAN FINANCIAL GROUP INC 7.125%    
    AMERICAN HOME MORTGAGE INVT CORP    
    AMERIGAS PARTNERS L.P.    
    APARTMENT INVT & MGMT CO.SERT 8%    
    ARES CAPITAL CORPORATION- ALLIED CAP    
    ASCENT MEDIA CORP COM SER A    
    BAC CAPITAL TRUST III    
    BALL CORP    
    BANCORPSOUTH CAPITAL TRUST I    
    BERKSHIRE INCOME REALTY, INC.    
    BRANDYWINE RLTY TRUST 7.375%    
    BUCKEYE PARTNERS. L.P.    
    CAPITAL LEASE FUNDING INC    
    CBL & ASSOC PROPERTIES INC 7.75%    
    CBRE CLARION GLOBAL- ING CLARION GLO    
    COMMONWEALTH REIT- HRPT PROPERTIES T    
    CONAGRA FOODS INC    
    COUNTRYWIDE CAPITAL IV 6.75%    
    CYBERKINETICS NEUROTECHNOLOGY SYSTEM    
    DELUXE CORPORATION    
    DIEBOLD, INC.    
    DIRECTV CLASS A NEW    
    DISCOVERY COMMUNICATIONS INC. COM SE    
    DISCOVERY COMMUNICATIONS INC. SER A    
    DRA CRT ACQUISITION CORP    
    DUKE REALTY CORP.6.625%    
    ETRADE FINANCIAL CORP NEW    
    ENTERPRISE PRODUCTS PARTNERS LP    
    EXTRA SPACE STORAGE INC    
    FIDUCIARY/CLAYMORE MLP OPPORTUNITY F    
    FORD MOTOR CO PFD 7.5%    
    GENESIS ENERGY LP    
    GLIMCHER REALTY TRUST    
    HEALTHCARE REALTY TRUST, INC    
    ISTAR FINANCIAL INC 7.65% PFD    
    ISTAR FINANCIAL INC-7.875%    
    KILROY REALTY CORP 7.80%    
    KILROY REALTY CORPORATION    
    KIMCO REALTY CORPORATION    
    LASALLE HOTEL PPTYS PFD    
    LIBERTY GLOBAL INC CLASS A    
    LIBERTY GLOBAL INC-SER C    
    LIBERTY MEDIA CORP LIBERTY STARZ SER    
    LIBERTY MEDIA HOLDING CORP CAPITAL S    
    LIBERTY MEDIA HOLDING CORP INTER SER    
    LSI CORPORATION    
    MAGELLAN MIDSTREAM PARTNERS    
    MEDICAL PROPERTIES TRUST INC    
    NEW YORK COMMUNITY BANCORP TR V    
    NEXTERA ENERGY, INC.    
    NL INDUSTRIES, INC    
    OMEGA HEALTHCARE INVESTORS    
    ONE LIBERTY PROPERTIES, INC    
    OTTER TAIL CORP    
    PACKAGING CORP OF AMERICA    
    PAIN THERAPEUTICS, INC.    
    PARKER-HANNIFIN CORPORATION    
    PARKWAY PROPERTIES INC 8.00%    
    PLC CAPITAL TR V 6.125%    
    PMI GROUP INC    
    POST PROPERTIES INC.    
    PS BUSINESS PKS, INC    
    SEARS ROEBUCK ACCEPTANCE CORP    
    SELECT SECTOR SPDR AMEX UTILITIES    
    SENIOR HOUSING PROPERTY TRUST    
    SL GREEN REALTY CORP    
    STAR SCIENTIFIC INC    
    SUNOCO LOGISTICS PARTNERS L.P.    
    UNIVERSAL CORPORATION    
    VENTAS- NATIONWIDE HEALTH PROPERTIES    
    W.P. CAREY & CO    
    ZIONS CAPITAL TRUST B 8%    
    STEWART W.P. & CO LTD 20,328 610
    XL GROUP PLC US LISTED-XL CAPI 40,582 10,340
    AMERICAN FINANCIAL GROUP INC 7.125% 13,015 12,680
    AMERICAN HOME MORTGAGE INVT CORP 10,870 4
    AMERIGAS PARTNERS L.P. 247 1,148
    APARTMENT INVT & MGMT CO.SERT 8% 63,854 62,593
    ARES CAPITAL CORPORATION- ALLIED CAP 15,776 2,626
    ASCENT MEDIA CORP COM SER A   609
    BAC CAPITAL TRUST III 14,316 10,889
    BALL CORP 1,473 3,571
    BANCORPSOUTH CAPITAL TRUST I 18,657 17,738
    BERKSHIRE INCOME REALTY, INC. 657 644
    BRANDYWINE RLTY TRUST 7.375% 18,762 17,987
    BUCKEYE PARTNERS. L.P. 373 1,600
    CAPITAL LEASE FUNDING INC 7,795 3,030
    CBL & ASSOC PROPERTIES INC 7.75% 18,640 17,423
    CBRE CLARION GLOBAL- ING CLARION GLO 7,596 3,420
    COMMONWEALTH REIT- HRPT PROPERTIES T 258 100
    CONAGRA FOODS INC 14,361 13,860
    COUNTRYWIDE CAPITAL IV 6.75% 18,206 13,902
    CYBERKINETICS NEUROTECHNOLOGY SYSTEM 7,622 6
    DELUXE CORPORATION 886 569
    DIEBOLD, INC. 54,461 30,822
    DIRECTV CLASS A NEW 3,476 21,508
    DISCOVERY COMMUNICATIONS INC. COM SE   4,750
    DISCOVERY COMMUNICATIONS INC. SER A   5,162
    DRA CRT ACQUISITION CORP 15,066 2,100
    DUKE REALTY CORP.6.625% 18,726 17,994
    ETRADE FINANCIAL CORP NEW 11,529 414
    ENTERPRISE PRODUCTS PARTNERS LP 135,085 1,855,200
    EXTRA SPACE STORAGE INC 10,559 16,961
    FIDUCIARY/CLAYMORE MLP OPPORTUNITY F 2,514 2,681
    FORD MOTOR CO PFD 7.5% 26,966 27,101
    GENESIS ENERGY LP 3,002 14,721
    GLIMCHER REALTY TRUST 19,634 17,880
    HEALTHCARE REALTY TRUST, INC 1,006 465
    ISTAR FINANCIAL INC 7.65% PFD 17,940 10,122
    ISTAR FINANCIAL INC-7.875% 18,220 9,842
    KILROY REALTY CORP 7.80% 36,951 36,580
    KILROY REALTY CORPORATION 1,073 952
    KIMCO REALTY CORPORATION 1,171 812
    LIBERTY GLOBAL INC CLASS A   4,144
    LIBERTY GLOBAL INC-SER C   3,992
    LIBERTY MEDIA HOLDING CORP CAPITAL S 1,204 13,268
    LIBERTY MEDIA HOLDING CORP INTER SER 23,401 10,232
    LSI CORPORATION 16,048 9,074
    MAGELLAN MIDSTREAM PARTNERS 775 3,444
    MEDICAL PROPERTIES TRUST INC 6,865 6,909
    NEW YORK COMMUNITY BANCORP TR V 25,105 20,950
    NEXTERA ENERGY, INC. 1,416 2,435
    NL INDUSTRIES, INC 9,040 6,485
    OMEGA HEALTHCARE INVESTORS 278 484
    ONE LIBERTY PROPERTIES, INC 10,641 9,510
    OTTER TAIL CORP 672 550
    PACKAGING CORP OF AMERICA 9,690 12,620
    PAIN THERAPEUTICS, INC. 1,664 1,995
    PARKER-HANNIFIN CORPORATION 33,432 60,009
    PARKWAY PROPERTIES INC 8.00% 18,605 16,212
    PLC CAPITAL TR V 6.125% 25,910 25,061
    PMI GROUP INC 661  
    PS BUSINESS PKS, INC 25,717 25,850
    SEARS ROEBUCK ACCEPTANCE CORP 13,498 4,561
    SELECT SECTOR SPDR AMEX UTILITIES 457 900
    SENIOR HOUSING PROPERTY TRUST 104,180 134,640
    SL GREEN REALTY CORP 135 133
    STAR SCIENTIFIC INC 101 54
    SUNOCO LOGISTICS PARTNERS L.P. 343 2,955
    UNIVERSAL CORPORATION 19,481 22,980
    VENTAS- NATIONWIDE HEALTH PROPERTIES 11,383 21,666
    W.P. CAREY & CO 13,370 20,470
    ZIONS CAPITAL TRUST B 8% 692 632

    TY 2011 LandEtcSchedule2
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      49,689 46,749 2,940  


    TY 2011 OtherAssetsSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL ESTIMATED TAX 1,907 966  
    DIVIDENDS RECEIVABLE 1,453 1,453  
    LEGAL DEPOSITS 10,000    
    FACILITIES   1,595  


    TY 2011 OtherExpensesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRINCIPAL PLAYERS        
    EQUIPMENT RENTAL 155   2 153
    PLAY - MUSIC 18,372   245 18,127
    PLAY INSURANCE 869   12 857
    PLAY SURCHARGES 22     22
    PLAY TECH LABOR 2,774   37 2,737
    PRODUCTION COSTS 11,880   159 11,721
    STORAGE 13,786   184 13,602
    UTILITIES 1,193   16 1,177
    COSTUMES- PLAY 5,800   77 5,723
    MANAGEMENT SERVICES 12,160   162 11,998
    PRODUCTION LIGHTING, EFFECTS 6,392   85 6,307
    SUPPLIES 2,863   38 2,825
    ADVERTISING 6,937   94 6,843
    EXPENSES        
    OFFICE EXPENSE 691      
    BANK CHARGES 419 419    
    DUES AND SUBSCRIPTIONS 250      


    TY 2011 OtherIncomeSchedule2
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRINCIPAL PLAYERS 1,674   1,674
    AMERIGAS PARTNERS LP 14   14
    BUCKEYE PARTNERS LP 66   66
    ENTERPRISE PRODUCTS PARTNER -2,533   -2,533
    GENESIS ENERGY, L.P. -379   -379
    MAGELLAN MIDSTREAM PARTNERS L 110   110
    SUNOCO LOGISTICS PARTNERS LP 78   78
    WP CAREY & CO LLC 231   231


    TY 2011 OtherLiabilitiesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX LIABILITIES 35  


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRINCIPAL PLAYERS 23,629   316 23,313


    TY 2011 TaxesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS & ASSOCIATE CPA PA
    EIN: 59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & PERMITS 61      
    FEDERAL EXCISE TAX 1,003      
    PRINCIPAL PLAYERS 796   10 786