Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
Theodore & Renee Weiler Foundation Inc
 

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

13-6181441
B Telephone number (see instructions)

(516) 496-9195
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,583,969J 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 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) 210,253
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 126,328 126,328  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,331
b Gross sales price for all assets on line 6a 3,927,318
7 Capital gain net income (from Part IV, line 2)... 45,331
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 381,912 171,659  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,000 6,000   9,000
c Other professional fees (attach schedule).... Click to see attachment 35,000 7,000   28,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,393      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,000     1,000
23 Other expenses (attach schedule)....... Click to see list of attachments 19,744 19,364   380
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,137 32,364   38,380
25 Contributions, gifts, grants paid........ 1,102,000 1,102,000
26 Total expenses and disbursements. Add lines 24 and 25 1,174,137 32,364   1,140,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -792,225
b Net investment income (if negative, enter -0-) 139,295
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 91,025 112,229 112,229
2 Savings and temporary cash investments.......... 2,502,818 1,645,122 1,645,122
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)........ 5,532,659 Click to see attachment6,013,075 5,006,770
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)........... 1,934,756 Click to see attachment1,500,000 1,811,717
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,524 Click to see attachment8,131 Click to see attachment8,131
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,070,782 9,278,557 8,583,969
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 10,070,782 9,278,557
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 10,070,782 9,278,557
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,070,782 9,278,557
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 10,070,782
2 Enter amount from Part I, line 27a..................... 2 -792,225
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,278,557
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 9,278,557
Form 990-PF (2012)
Form 990-PF (2012)
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 Bank of America-Settlement P   2012-12-03
b AOL Time Warner-Settlement P   2012-04-11
c Tyco International-Settlement P   2012-01-06
d 20,000 Microsoft Corp P 2011-03-17 2012-02-16
e 100 Chesapeake Energy-Exp Puts P   2012-12-22
200 Chesapeake Energy-Exp Puts P   2012-08-18
10,000 Mosaic Company P 2012-05-23 2012-08-22
1,100 Document Securities Systems P 2012-03-08 2012-03-14
1,000 Apple Inc P 2012-06-20 2012-08-12
3,000 Weyerhaeuser Co P 2011-04-08 2012-10-15
4,000 United States Steel P 2011-04-08 2012-08-17
3,000 Petroleo Brasileiro P 2012-06-14 2012-08-17
3,000 Petroleo Brasileiro P 2010-04-15 2012-08-17
20,000 Nokia Corp P 2012-03-27 2012-06-14
4,000 Microsoft Corp P 2011-01-05 2012-03-16
13.800 Huntington Bancshares Inc P 2010-12-20 2012-07-17
1,200 Huntington Bancshares Inc P 2010-12-20 2012-07-03
2,500 Broadcom Corp P 2011-03-01 2012-08-17
101,075.693 Alliance Bernstein Global RE Fd P 2010-09-21 2012-01-06
4,000 Weyerhaeuser Co P 2012-09-24 2012-10-18
2 Apple Inc-Exp. Calls P   2012-05-19
4 CME Group Inc-Exp Call P   2012-05-19
40 Youku Inc-Exp Calls P   2012-04-23
100 Ford Motor Co-Exp Calls P   2012-04-23
4 CME Group Inc-Exp Call P   2012-03-17
2,000 Qualcomm Inc P 2011-08-08 2012-02-17
4,000 Microsoft Corp P 2011-01-05 2012-03-15
200 Apple Inc P 2012-07-26 2012-09-21
200 Apple Inc P 2012-04-23 2012-07-20
(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 4     4
b 17     17
c 16     16
d 575,183   536,805 38,378
e 8,297     8,297
19,587     19,587
579,581   477,323 102,258
4,414   4,325 89
625,302   546,105 79,197
76,699   70,346 6,353
90,832   201,829 -110,997
59,213   52,521 6,692
65,266   127,710 -62,444
65,781   134,918 -69,137
118,866   112,402 6,464
89,415   90,211 -796
7,663   7,754 -91
106,612   120,132 -13,520
811,638   870,366 -58,728
105,978   91,410 14,568
6,040     6,040
6,000     6,000
10,000     10,000
5,000     5,000
4,000     4,000
121,598   97,000 24,598
118,398   111,840 6,558
125,791   114,990 10,801
120,127   114,000 6,127
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       4
b       17
c       16
d       38,378
e       8,297
      19,587
      102,258
      89
      79,197
      6,353
      -110,997
      6,692
      -62,444
      -69,137
      6,464
      -796
      -91
      -13,520
      -58,728
      14,568
      6,040
      6,000
      10,000
      5,000
      4,000
      24,598
      6,558
      10,801
      6,127
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 45,331
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 272,532
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))
2011 993,541 9,434,297 0.10531
2010 978,067 9,994,217 0.09786
2009 869,886 9,511,868 0.09145
2008 885,500 10,880,102 0.08139
2007 870,306 12,722,078 0.06841
2 Total of line 1, column (d) ...................... 2 0.44442
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 0.08889
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 8,578,800
5 Multiply line 4 by line 3....................... 5 762,527
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,393
7 Add lines 5 and 6......................... 7 763,920
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,140,380
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1,393
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 1,393
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 1,393
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 9,524
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 9,524
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 8,131
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet8,131 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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.Click to see attachment
    10
    Yes
     
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRichard Kandel Telephone no.bullet (516) 496-9195
    Located atbullet6800 Jericho Turnpike-Ste 206ESyossetNY ZIP+4bullet11791
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, 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 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 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 2012.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    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 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 instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Alan Safir Pres.-Director
    0.00     		0    
    473 Mariner Drive
    Jupiter,FL33477
    Richard Kandel Treas.-Mgr. Dir
    8.00     		0    
    15 W 53rd Street
    New York,NY10019
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 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 (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    8,552,490
    b
    Average of monthly cash balances.......................
    1b
    156,952
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,709,442
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,709,442
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    130,642
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,578,800
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    428,940
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    428,940
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,393
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,393
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    427,547
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    427,547
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    427,547
    Part XII
    Qualifying Distributions (see 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
    1,140,380
    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
    1,140,380
    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 instructions).................
    5
    1,393
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,138,987
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 427,547
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 259,408
    b From 2008....... 341,495
    c From 2009....... 403,103
    d From 2010....... 497,872
    e From 2011....... 534,452
    fTotal of lines 3a through e......... 2,036,330
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,140,380
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 427,547
    e Remaining amount distributed out of corpus 712,833
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,749,163
    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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		259,408
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		2,489,755
    10 Analysis of line 9:
    a Excess from 2008.... 341,495
    b Excess from 2009.... 403,103
    c Excess from 2010.... 497,872
    d Excess from 2011.... 534,452
    e Excess from 2012.... 712,833
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 (2012)
    Form 990-PF (2012)
    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
    Young Israel of Staten Island
    3 Richland Drive
    Springfield,NJ07081     		N/A Public General & Capital Purposes, unless noted 10,000
    Wounded Warrior Project
    4899 Belfort Road-Ste 300
    Jacksonville,FL32256     		N/A Public General & Capital Purposes, unless noted 5,000
    Women's Voices for Change
    16 E 90th Street
    New York,NY10128     		N/A Public General & Capital Purposes, unless noted 15,000
    The Field
    161 6th Ave-14th FL
    New York,NY10013     		N/A Public General & Capital Purposes, unless noted 10,000
    The 3E Fund
    459 Columbus Ave 272
    New York,NY10024     		N/A Public General & Capital Purposes, unless noted 5,000
    Temple Shalom of the Arts
    8440 Wilshire Blvd
    Beverly Hills,CA90211     		N/A Public General & Capital Purposes, unless noted 30,000
    Robin Hood Foundation
    826 Broadway-9th FL
    New York,NY10003     		N/A Public General & Capital Purposes, unless noted 1,000
    Reflective Image
    10 Arkansas St-Ste F
    San Francisco,CA94107     		N/A Public General & Capital Purposes, unless noted 15,000
    National Psoriasis Foundation
    660 SW 92nd St-Ste 300
    Portland,OR97223     		N/A Public General & Capital Purposes, unless noted 2,500
    National Alliance on Mental Illines
    3803 N Fairfax Dr-Ste 100
    Arlington,VA22203     		N/A Public General & Capital Purposes, unless noted 1,000
    Mount Sinai Medical Center
    1 Gustave Levy Place
    New York,NY10029     		N/A Public General & Capital Purposes, unless noted 5,000
    Maimonides Medical Center
    4802 Tenth Avenue
    Brooklyn,NY11219     		N/A Public General & Capital Purposes, unless noted 1,000
    Let's Get Ready
    50 Broadway-Ste 806
    New York,NY10004     		N/A Public General & Capital Purposes, unless noted 5,000
    Kaufman Center-Goodman House
    129 West 67th Street
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 1,000
    Jewish National Fund
    981 Paddington Terrace
    Heathrow,FL32746     		N/A Public General & Capital Purposes, unless noted 20,000
    Jewish Child Care Association
    120 Wall St-12th FL
    New York,NY10005     		N/A Public General & Capital Purposes, unless noted 500
    International Vocal Arts Institute
    163 Amsterdam Ave-Ste 303
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 5,000
    Cancer Sensibility Foundation
    2501 Bristol Drive-Ste A12
    West Palm Beach,FL33409     		N/A Public General & Capital Purposes, unless noted 1,000
    Children's Medical Center
    125 Community Drive
    Great Neck,NY11021     		N/A Public General & Capital Purposes, unless noted 10,000
    Aftermarket Foundation
    PO Box 3889
    Tequesta,FL33469     		N/A Public General & Capital Purposes, unless noted 1,000
    Abilis Inc
    50 Glenville Street
    Greenwich,CT06831     		N/A Public General & Capital Purposes, unless noted 1,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		N/A Public General & Capital Purposes, unless noted 5,000
    Thoughline Artists Inc
    15 West 53rd Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 20,000
    PEF Israel Endowment Fund
    317 Madison Ave-Ste 607
    New York,NY10017     		N/A Public General & Capital Purposes, unless noted 10,000
    One Jerusalem Charitable Educationa
    136 East 39th Street
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 20,000
    Jewish Institute Nat'l Security Aff
    1307 New York Ave NW
    Washington,DC20005     		N/A Public General & Capital Purposes, unless noted 25,000
    International Center of Photography
    1114 Ave of the Americas
    New York,NY10036     		N/A Public General & Capital Purposes, unless noted 1,000
    Berkshire Farm Ctr Services for You
    13640 Route 22
    Canaan,NY12029     		N/A Public General & Capital Purposes, unless noted 1,000
    American Friends of Hebrew Universi
    7280 W Palmetto Park Road
    Boca Raton,FL33433     		N/A Public General & Capital Purposes, unless noted 2,500
    Street Squash
    40 W 116th Street
    New York,NY10026     		N/A Public General & Capital Purposes, unless noted 1,000
    St Francis Food Pantries Shelter
    450 7th Avenue
    New York,NY10123     		N/A Public General & Capital Purposes, unless noted 5,000
    Second Stage Theatre
    305 W 43rd Street
    New York,NY10036     		N/A Public General & Capital Purposes, unless noted 3,500
    Our Space Inc
    464 Common Street
    Belmont,MA02478     		N/A Public General & Capital Purposes, unless noted 5,000
    Foundation Stone Inc
    232 Madison Ave-Rm 608
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 10,000
    Assoc of Israel Decorative Arts
    110 East 59th St-26th Fl
    New York,NY10126     		N/A Public General & Capital Purposes, unless noted 1,500
    ARS Nova
    511 West 54th Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 2,500
    American Friends-Genesis Fdn Jerusa
    PO Box 489
    Marlboro,NJ07746     		N/A Public General & Capital Purposes, unless noted 10,000
    NYS Troopers Foundation
    3 Airport Park Blvd
    Latham,NY12110     		N/A Public General & Capital Purposes, unless noted 5,000
    FSH Society Inc
    64 Grove Street
    Watertown,MA02472     		N/A Public General & Capital Purposes, unless noted 5,000
    Friends Of Ir David
    3145 Coney Island Ave
    Brooklyn,NY11235     		N/A Public General & Capital Purposes, unless noted 20,000
    Federal Enforcement Homeland Securi
    150 John F Kennedy Parkway
    Short Hills,NJ07078     		N/A Public General & Capital Purposes, unless noted 7,500
    Children's Store Front
    70 E 129th Street
    New York,NY10035     		N/A Public General & Capital Purposes, unless noted 2,000
    Amer Friends of Mogen David Adom
    5700 Lake Worth Road
    Lake Worth,FL33467     		N/A Public General & Capital Purposes, unless noted 6,000
    Alzheimer's Association
    225 N Michigan Ave-17th FL
    Chicago,IL60601     		N/A Public General & Capital Purposes, unless noted 5,000
    Central Park Conservancy
    14 East 60th Street
    New York,NY10022     		N/A Public General & Capital Purposes, unless noted 2,500
    Blythedale Children's Hospital
    95 Bradhurst Avenue
    Valhalla,NY10595     		N/A Public General & Capital Purposes, unless noted 15,000
    Westchester Jewish Community Servic
    845 North Broadway
    White Plains,NY10603     		N/A Public General & Capital Purposes, unless noted 10,000
    Paley Center for Media
    25 West 52nd Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 25,000
    Museum of the Moving Image
    35 Avenue 36th Street
    Astoria,NY11106     		N/A Public General & Capital Purposes, unless noted 8,000
    Jupiter Medical Center Fdn
    1210 S Old Dixie Hwy
    Jupiter,FL33458     		N/A Public General & Capital Purposes, unless noted 1,000
    Hewlett-East Rockaway Jewish Ctr
    295 Main Street
    East Rockaway,NY11518     		N/A Public General & Capital Purposes, unless noted 6,000
    Concert Arts Guild
    850 7th Avenue-Ste 1205
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 2,500
    Women in Need
    115 West 31st Street
    New York,NY10001     		N/A Public General & Capital Purposes, unless noted 1,000
    WITF-TV
    4801 Lindle Road
    Harrisburg,PA17111     		N/A Public General & Capital Purposes, unless noted 10,000
    White Plains Hospital Center
    Davis Avenue
    White Plains,NY10601     		N/A Public General & Capital Purposes, unless noted 5,000
    United Way-York County
    800 East King Street
    York,PA17405     		N/A Public General & Capital Purposes, unless noted 10,000
    UJAFederation
    130 E 59th Street
    New York,NY10022     		N/A Public General & Capital Purposes, unless noted 10,000
    WNET-Thirteen
    825 Eighth Ave
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 3,000
    USC Shoah Fdn Visual History
    650 W 35th Street-Ste 114
    Los Angeles,CA90089     		N/A Public General & Capital Purposes, unless noted 25,000
    School of American Ballet
    70 Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 5,000
    SCAN New York Foundation
    345 East 102nd Street
    New York,NY10029     		N/A Public General & Capital Purposes, unless noted 5,000
    Roundabout Theatre
    231 West 39th Street
    New York,NY10018     		N/A Public General & Capital Purposes, unless noted 17,000
    Kravis Center Performing Arts
    701 Okeechobee Blvd
    W Palm Beach,FL33401     		N/A Public General & Capital Purposes, unless noted 1,000
    Princess Grace Foundation
    150 East 58th Street
    New York,NY10155     		N/A Public General & Capital Purposes, unless noted 5,000
    Pave the Way Foundation
    47 Farrell Street
    Long Beach,NY10118     		N/A Public General & Capital Purposes, unless noted 175,000
    Ovarian Cancer Research Fund
    14 Pennsylvania Plaza
    New York,NY10122     		N/A Public General & Capital Purposes, unless noted 2,000
    Norton Museum of Art
    1451 S Olive Ave
    W Palm Beach,FL33401     		N/A Public General & Capital Purposes, unless noted 15,000
    North Shore LI Health Systems
    125 Community Drive
    Great Neck,NY11021     		N/A Public General & Capital Purposes, unless noted 5,000
    New York Theater Ballet
    30 East 31st Street
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 5,000
    New York City Ballet
    20 Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 10,000
    Museum of Modern Art
    11 West 53rd Street
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 15,000
    Metropolitan Opera
    Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 12,000
    Metropolitan Museum of Art
    1000 5th Avenue
    New York,NY10028     		N/A Public General & Capital Purposes, unless noted 4,500
    Malty Jupiter Theater
    1001 E Indiantown Rd
    Jupiter,FL33477     		N/A Public General & Capital Purposes, unless noted 22,000
    Lymphoma Research Foundation
    115 Broadway-13th Floor
    New York,NY10006     		N/A Public General & Capital Purposes, unless noted 5,000
    Lincoln Center Theater
    150 West 65th Street
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 15,000
    Lee David Pesky Center for Learning
    3324 Elder Street
    Boise,ID83705     		N/A Public General & Capital Purposes, unless noted 2,500
    Katonah Museum of Art
    134 Jay Street
    Katonah,NY10536     		N/A Public General & Capital Purposes, unless noted 1,000
    Jacob Burns Film Center
    405 Manville Road
    Pleasantville,NY10570     		N/A Public General & Capital Purposes, unless noted 13,500
    Israel Air Force Center Fdn
    2300 Computer Ave-Ste D-18
    Willow Grove,PA19090     		N/A Public General & Capital Purposes, unless noted 65,000
    Hole in the Wall Gang Fund
    555 Long Wharf Drive
    New Haven,CT06511     		N/A Public General & Capital Purposes, unless noted 5,000
    Greenwich House
    224 W 30th St-Ste 302
    New York,NY10001     		N/A Public General & Capital Purposes, unless noted 10,000
    Film Society Lincoln Center
    70 Lincoln Center Plaza
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 43,000
    Federal Drugs Agent Fdn
    380 North Broadway-2nd Fl
    Jericho,NY11753     		N/A Public General & Capital Purposes, unless noted 15,000
    Ethical Culture-Fieldston School
    33 Central Park West
    New York,NY10023     		N/A Public General & Capital Purposes, unless noted 1,000
    Dancers Group Studio Theater
    1360 Mission Street
    San Francisco,CA94103     		N/A Public General & Capital Purposes, unless noted 10,000
    City Meals on Wheels
    355 Lexington Avenue
    New York,NY10017     		N/A Public General & Capital Purposes, unless noted 5,500
    Children's Hearing Institute
    380 Second Ave
    New York,NY10010     		N/A Public General & Capital Purposes, unless noted 1,500
    Crohn's Colitis Fdn
    386 Park Avenue South
    New York,NY10016     		N/A Public General & Capital Purposes, unless noted 2,500
    Carnegie Hall
    881 7th Avenue
    New York,NY10019     		N/A Public General & Capital Purposes, unless noted 6,500
    Breast Cancer Research Fdn
    60 East 56th Street
    New York,NY10022     		N/A Public General & Capital Purposes, unless noted 5,000
    Ballet Theatre Foundation
    890 Broadway
    New York,NY10003     		N/A Public General & Capital Purposes, unless noted 3,000
    Amer Museum Natural Hist
    Central Park West
    New York,NY10024     		N/A Public General & Capital Purposes, unless noted 6,500
    Amer Friends Israel Philharmon
    122 East 42nd Street
    New York,NY10168     		N/A Public General & Capital Purposes, unless noted 7,500
    Amer Friends of Israel Museum
    500 5th Avenue-Ste 2540
    New York,NY10110     		N/A Public General & Capital Purposes, unless noted 102,000
    Amer Fdn for AIDS Research
    120 Wall Street
    New York,NY10005     		N/A Public General & Capital Purposes, unless noted 20,000
    Actors Fund of America
    729 7th Avenue
    New York,NY10011     		N/A Public General & Capital Purposes, unless noted 5,000
    Total .................................bullet 3a 1,102,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 126,328  
    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 45,331  
    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)..   171,659  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13171,659
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0


    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
    2012
    Name of the organization
    Theodore & Renee Weiler Foundation Inc
     
    Employer identification number

    13-6181441
    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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    Theodore & Renee Weiler Foundation Inc
          		Employer identification number

    13-6181441
    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
     
     

    Trust uwo T R Weiler    
    60 East 42th Street
       
    New York, NY   10165

    		$210,253


    (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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    Theodore & Renee Weiler Foundation Inc
          		Employer identification number

    13-6181441
    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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    Theodore & Renee Weiler Foundation Inc
          		Employer identification number

    13-6181441
    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) (2012)

    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0

    TY 2012 AccountingFeesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kandel & Company 15,000 6,000 0 9,000

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Chesapeake Energy 102,907 99,720
    Chesapeake Energy 551,029 498,600
    Chesapeake Energy 105,330 99,720
    Apple Inc 1,057,260 1,064,346
    Apple Inc 110,064 106,434
    Apple Inc 109,070 106,434
    Youku Inc 99,828 72,960
    Weyerthaeuser Co    
    Weyerthaeuser Co    
    United States Steel 129,479 59,625
    United States Steel    
    Qualcomm Inc    
    Nvidia Corp 425,604 245,200
    Nvidia Corp 108,634 61,300
    Nvidia Corp 109,502 61,300
    Microsoft Corp    
    Microsoft Corp    
    Microsoft Corp    
    Ford Motor Co 100,000 129,500
    CME Corp 116,000 101,340
    Broadcom Corp 116,866 99,630
    Broadcom Corp 17,890 16,605
    Petroleo Brasileiro SA 374,302 194,700
    Petroleo Brasileiro SA 9,258 9,735
    Morgan Stanley 269,655 191,200
    Huntington Bancshares Inc    
    Cisco Systems Inc 132,937 137,543
    Cisco Systems Inc 411,400 392,980
    Cisco Systems Inc 83,060 78,598
    Bank of America Corp 93,600 116,100
    CBRE Clarion Global REIT 1,379,400 1,063,200

    TY 2012 InvestmentsOtherSchedule2
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Alliance Berstein Global Real Estate Fd AT COST    
    Crestwood Capital AT COST 1,500,000 1,811,717
    Conatus Capital Overseas Ltd AT COST    
    Clovis Capital Partners AT COST    

    TY 2012 OtherAssetsSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Prepaid Excise Tax 9,524 8,131 8,131


    TY 2012 OtherExpensesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Publication Notice 130     130
    Investment & Custody Fees 19,101 19,101    
    Filing Fee 250     250
    Bank & Wire Fees 263 263    


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kandel & Company-Management Services 35,000 7,000 0 28,000


    TY 2012 SubstantialContributorsSch
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Name Address
    Trust uwo Theodore R Weiler 60 East 42th Street
    New York,NY10165


    TY 2012 TaxesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN: 13-6181441
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax -2012 1,393