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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
THE ELMER R DEAVER FOUNDATION IDT
 

Number and street (or P.O. box number if mail is not delivered to street address)1525 W WT HARRIS BLVD D1114-044   Room/suite
City or town, state, and ZIP code
CHARLOTTE, NC28288
A Employer identification number

23-7830263
B Telephone number (see instructions)

(336) 747-8203
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$11,659,871J 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) 271,395
2 Check bullet
3 Interest on savings and temporary cash investments 33 33  
4 Dividends and interest from securities...... 276,951 276,951  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 257,583
b Gross sales price for all assets on line 6a 952,180
7 Capital gain net income (from Part IV, line 2)... 257,583
8 Net short-term capital gain......... 0
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 35,664    
12 Total. Add lines 1 through 11........ 841,626 534,567  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 89,485 67,113   22,371
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 11,784 0 0 11,784
b Accounting fees (attach schedule)....... Click to see attachment 5,550 0 0 5,550
c Other professional fees (attach schedule).... Click to see attachment 2,211 2,211   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 14,208 5,496   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,238 74,820 0 39,705
25 Contributions, gifts, grants paid........ 1,016,400 1,016,400
26 Total expenses and disbursements. Add lines 24 and 25 1,139,638 74,820 0 1,056,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -298,012
b Net investment income (if negative, enter -0-) 459,747
c Adjusted net income (if negative, enter -0-)... 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...............      
2 Savings and temporary cash investments.......... 439,737 295,034 295,034
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 876,384 Click to see attachment850,997 897,679
b Investments—corporate stock (attach schedule)........   Click to see attachment6,906,958 7,962,751
c Investments—corporate bonds (attach schedule)........ 1,059,408 Click to see attachment1,076,594 1,143,363
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 8,183,617 Click to see attachment1,270,000 1,300,830
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment60,185 Click to see attachment60,214
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,559,146 10,459,768 11,659,871
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......... 10,559,146 10,459,768
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).................... 10,559,146 10,459,768
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,559,146 10,459,768
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 10,559,146
2 Enter amount from Part I, line 27a..................... 2 -298,012
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 210,460
4 Add lines 1, 2, and 3.......................... 4 10,471,594
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 11,826
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 10,459,768
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 20000. CVS CAREMARK CORP 5.750% 6/01/17   2009-06-05 2012-12-07
b 30000. FED HOME LN BK 4.500% 11/15/12   2009-06-05 2012-08-06
c 55000. FEDERAL HOME LN MTG CORP NT DTD 1/14/200   2009-06-05 2012-01-15
d 1268.85 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-01-25
e 3834.44 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-02-25
2144.45 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-03-25
2180.19 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-04-25
577.63 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-05-25
500.44 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-06-25
964.42 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-07-25
1119.76 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-08-25
1818.63 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-09-25
600.58 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-10-25
2749.2 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-11-25
178.15 FNMA POOL #962913 4.500% 5/01/23   2009-06-05 2012-12-25
4573.519 HARBOR FD CAP APPRECIATION   2007-01-25 2012-04-17
75000. HONDA AUTO RECEIVABL 1.980% 5/23/16   2010-02-18 2012-10-24
2864. ISHARES S&P 500 INDEX FUND   2009-05-05 2012-04-17
20000. US TREASURY NOTE 2.750% 2/28/13   2009-06-08 2012-05-29
35000. US TREASURY NOTE 2.750% 2/28/13   2009-06-08 2012-09-24
20000. US TREASURY NOTE 1.375% 5/15/12   2009-06-05 2012-05-15
(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 24,238   19,894 4,344
b 30,353   32,195 -1,842
c 55,000   60,592 -5,592
d 1,269   1,281 -12
e 3,834   3,872 -38
2,144   2,166 -22
2,180   2,202 -22
578   583 -5
500   505 -5
964   974 -10
1,120   1,131 -11
1,819   1,837 -18
601   606 -5
2,749   2,776 -27
178   180 -2
200,000   154,173 45,827
75,410   74,981 429
399,805   258,685 141,120
20,385   20,384 1
35,392   35,671 -279
20,000   19,909 91
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       4,344
b       -1,842
c       -5,592
d       -12
e       -38
      -22
      -22
      -5
      -5
      -10
      -11
      -18
      -5
      -27
      -2
      45,827
      429
      141,120
      1
      -279
      91
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 2 257,583
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  
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 631,956 11,480,544 0.055046
2010 825,278 11,019,833 0.07489
2009 820,742 11,133,689 0.073717
2008 1,236,091 12,190,524 0.101398
2007 1,377,258 14,450,286 0.09531
2 Total of line 1, column (d) ...................... 2 0.400361
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 0.080072
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 11,276,138
5 Multiply line 4 by line 3....................... 5 902,903
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,597
7 Add lines 5 and 6......................... 7 907,500
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,056,105
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 4,597
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 4,597
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,597
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 6,348
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,348
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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 1,751
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet1,751 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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.
    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 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 addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (336) 747-8203
    Located atbullet1W 4TH ST 2ND FLOORWINSTON SALEMNC ZIP+4bullet271013818
    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
     
     
    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
     
     
    .........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 (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
    WELLS FARGO BANK NA CO-TRUSTEE
    40     		89,485    
    1525 WEST WT HARRIS BLVD
    CHARLOTTE,NC282881114
    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 0
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (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
    11,133,126
    b
    Average of monthly cash balances.......................
    1b
    314,730
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,447,856
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,447,856
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    171,718
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,276,138
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    563,807
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    563,807
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    4,597
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,597
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    559,210
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    35,664
    5
    Add lines 3 and 4............................
    5
    594,874
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    594,874
    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
    1,056,105
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,056,105
    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
    4,597
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,051,508
    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 7 594,874
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 0
    b From 2008....... 116,068
    c From 2009....... 38,828
    d From 2010....... 6,221
    e From 2011....... 0
    fTotal of lines 3a through e......... 161,117
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,056,105
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 594,874
    e Remaining amount distributed out of corpus 461,231
    5 Excess distributions carryover applied to 2012. 0 0
    (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 5 622,348
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .............     		271,395
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		350,953
    10 Analysis of line 9:
    a Excess from 2008.... 116,068
    b Excess from 2009.... 38,828
    c Excess from 2010.... 6,221
    d Excess from 2011.... 0
    e Excess from 2012.... 189,836
    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 or e-mail of the person to whom applications should be addressed:
    WELLS FARGO BANK
    1 W 4TH STREET D4000-062
    WINSTONSALEM,NC271013818
    (336) 747-8203
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORM
    cAny submission deadlines:
    JAN 1, APR 1, JUL 1, OCT 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIORITY AND PREFERENCE ARE GIVEN TO DESCENDANTS OF QUAKER LIFE INSURANCE COMPANY EMPLOYEES. FUNDS ARE AVAILABLE TO SPECIFIC INSTITUTIONS IN STATED PERCENTAGES.
    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
    EMPIRE BEAUTY SCHOOL
    799 W SPROUT ROAD
    SPRINGFIELD,PA19064     		NONE PRIVATE SCHOOL SCHOLARSHIP 3,037
    UNIVERSITY OF RHODE ISLAND
    79 UPPER COLLEGE ROAD
    KINGSTON,RI02881     		NONE PUBLIC EXEMPT SCHOLARSHIP 3,037
    THE COLLEGE FUND UNCF
    THE BELMONT BUILDING
    PHILADELPHIA,PA19107     		NONE PUBLIC EXEMPT SCHOLARSHIP 55,095
    HUSSIAN SCHOOL OF ART
    3 LAFAYETTE AVE
    BROOKLYN,NY11217     		NONE PUBLIC EXEMPT SCHOLARSHIP 5,549
    DREXEL UNIVERSITY
    3141 CHESTNUT STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC EXEMPT SCHOLARSHIP 73,467
    IMMACULATA UNIVERSITY
    1145 KING ROAD
    IMMACULATA,PA19345     		NONE PUBLIC EXEMPT SCHOLARSHIP 3,037
    LA SALLE UNIVERSITY
    1900 WEST OLNEY AVENUE
    PHILADELPHIA,PA19141     		NONE PUBLIC EXEMPT SCHOLARSHIP 5,549
    LINCOLN UNIVERSITY
    PO BOX 179
    LINCOLN UNIVERSITY,PA19352     		NONE PUBLIC EXEMPT SCHOLARSHIP 220,380
    ST JOSEPH UNIVERSITY
    5600 CITY AVENUE
    PHILADELPHIA,PA19131     		NONE PUBLIC EXEMPT SCHOLARSHIP 2,512
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA19104     		NONE PUBLIC EXEMPT SCHOLARSHIP 5,549
    VILLANOVA UNIVERSITY
    800 LANCASATER AVE
    VILLANOVA,PA19085     		NONE PUBLIC EXEMPT SCHOLARSHIP 73,467
    TEMPLE UNIV RISK MANAGEMENT
    1852 NORTH 10TH STRET
    PHILADELPHIA,PA19122     		NONE PUBLIC EXEMPT SCHOLARSHIP 27,145
    UNITED WAY OF SOUTHEASTERN
    PENNSYLVANIA
    SEVEN BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC EXEMPT CARE OF SICK, AGED, 220,380
    DELAWARE COMMUNITY COLLEGE
    901 S MEDIA LINE RD
    MEDIA,PA19063     		NONE PUBLIC EXEMPT SCHOLARSHIP 5,636
    GWYNEDD MERCY COLLEGE
    1325 SUMNEYTOWN PIKE
    Gwnedd Valley,PA19437     		NONE PUBLIC EXEMPT SCHOLARSHIP 10,704
    TEMPLE UNIVERSITY
    2450 W HUNTINGTON PARK AVENUE
    PHILADELPHIA,PA19122     		NONE PUBLIC EXEMPT SCHOLARSHIP 101,417
    THADDEUS STEVENS COLLEGE
    740 E END AVENUE
    LANCASTER,PA17602     		NONE PUBLIC EXEMPT SCHOLARSHIP 8,586
    RUTGERS UNIVERSITY FOUNDATION
    7 COLLEGE AVE
    NEW BRUNSWICK,NJ089011261     		NONE PUBLIC EXEMPT SCHOLARSHIP 73,467
    BUCKNELL UNIVERSITY
    MARTS HALL ROOM 120
    LEWISBURG,PA17837     		NONE PUBLIC EXEMPT SCHOLARSHIP 8,062
    LYCOMING COLLEGE
    700 COLLEGE PLACE
    WILLIAMSPORT,PA17701     		NONE PUBLIC EXEMPT SCHOLARSHIP 3,037
    PENNSYLVANIA STATE UNIVERSITY
    PLANNING 214 103 BUILDING
    UNIVERSITY PARK,PA168027001     		NONE PUBLIC EXEMPT SCHOLARSHIP 22,197
    UNIVERSITY OF DELAWARE
    1121 HULLIHEN HALL
    NEWARK,DE19716     		NONE PUBLIC EXEMPT SCHOLARSHIP 73,467
    UNC WILMINGTON
    601 SOUTH COLLEGE ROAD
    WILMINGTON,NC28403     		NONE PUBLIC EXEMPT SCHOLARSHIP 3,037
    JACKSONVILLE UNIVERSITY
    653 W 8TH ST
    JACKSONVILLE,FL32209     		NONE PUBLIC EXEMPT SCHOLARSHIP 5,549
    UNIVERSITY OF ALABAMA
    500 22ND ST SOUTH
    BIRMINGHAM,AL35233     		NONE PUBLIC EXEMPT SCHOLARSHIP 3,037
    Total .................................bullet 3a 1,016,400
    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     14 33  
    4 Dividends and interest from securities....     14 276,951  
    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     18 257,583  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPRIOR YR RECOVERY     1 35,664  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   570,231  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13570,231
    (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:  
    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
    2012
    Name of the organization
    THE ELMER R DEAVER FOUNDATION IDT
     
    Employer identification number

    23-7830263
    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
    THE ELMER R DEAVER FOUNDATION IDT
          		Employer identification number

    23-7830263
    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
    Delema Deaver Foundation
     

         
    c/o Wells Fargo Bank
    123 S Broad St  
    Phildelphia, PA   19109

    		$271,395


    (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
    THE ELMER R DEAVER FOUNDATION IDT
          		Employer identification number

    23-7830263
    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
    THE ELMER R DEAVER FOUNDATION IDT
          		Employer identification number

    23-7830263
    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:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 5,550     5,550

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Name of Bond End of Year Book Value End of Year Fair Market Value
    693390304 PIMCO LOW DURATION    
    92934R769 CRM MID CAP VALUE    
    38142Y401 GOLDMAN SACHS GROW    
    411511504 HARBOR CAPITAL APPR    
    464287655 ISHARES RUSSELL    
    464287200 ISHARES S & P 500    
    464287499 ISHARES TR RUSSELL    
    784924425 SSGA EMERGING MRKTS    
    863137105 STRATTON SMALL CAP    
    94985D244 WELLS FARGO ADVANT.    
    29875E100 AMERICAN EURO    
    411511306 HABOR INTERN.    
    38142Y773 GOLDMAN SACHS LARGE    
    261980494 DREYFUS EMG MKT DEBT    
    4812C0803 JPMORGAN HIGH YIELD    
    693390882 PIMCO FOREIGN BD FD    
    72201F516 PIMCO EMERGING LOCAL    
    76628T645 RIDGEWORTH SEIX HY B    
    03523TAN8 ANHEUSER-BUSCH INBEV 39,956 42,596
    06051GDY2 BANK OF AMERICA CORP 36,494 37,900
    06406HBL2 BANK OF NEW YORK MEL 45,161 47,294
    14912L4F5 CATERPILLAR FINANCIA 41,920 42,646
    808513AD7 CHARLES SCHWAB CORP 26,361 28,252
    22541LAR4 CREDIT SUISSE FIRST 44,525 48,500
    126650BH2 CVS CAREMARK CORP 19,894 23,911
    25179MAH6 DEVON ENERGY CORPORA 36,426 43,433
    25470DAC3 DISCOVERY COMMUNICAT 33,188 34,715
    369604AY9 GENERAL ELECTRIC COM 35,994 35,133
    38141EA33 GOLDMAN SACHS GROUP 51,661 53,213
    4280.3AT0 HEWETT-PACKARD CO    
    437076AP7 HOME DEPOT INC 34,499 39,985
    459200GJ4 IBM CORPORATION 38,560 42,268
    46625HHB9 JPMORGAN CHASE & CO 50,559 50,722
    501044CM1 KROGER CO/THE 34,961 37,769
    58013MEE0 MCDONALD'S CORP 35,923 42,216
    74005PAV6 PRAXAIR INC 54,859 58,712
    742718DQ9 PROCTER & GAMBLE CO/ 49,886 53,428
    144141DA3 PROGRESS ENERGY CARO 24,957 26,179
    786514BS7 SAFEWAY INC 40,391 40,009
    87927VAQ1 TELECOM IT CAP 36,470 37,240
    89417EAF6 TRAVELERS COS INC 40,052 49,520
    911312AG1 UNITED PARCEL SERVIC 52,392 50,072
    913017BR9 UNITED TECHNOLOGIES 26,168 29,371
    91159HGR5 US BANCORP 49,401 52,495
    92343VAN4 VERIZON COMMUNICATIO 26,040 25,342
    172967EM9 CITIGROUP INC 16,791 17,852
    428236AT0 HEWLETT-PACKARD CO 32,816 31,537
    548661CW5 LOWE'S COMPANIES INC 20,289 21,053

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Name of Stock End of Year Book Value End of Year Fair Market Value
    22544R305 CREDIT SUISSE COMM R 100,000 96,516
    25264S833 DIAMOND HILL LONG-SH 200,000 240,026
    26852M105 EII INTERNATIONAL PR 235,000 250,070
    38142Y401 GOLDMAN SACHS GRTH O 294,539 339,222
    38142Y773 GOLDMAN SACHS L/C VA 482,441 490,919
    411511306 HARBOR INTERNATION F 612,235 633,071
    411511504 HARBOR CAPITAL APRCT 516,680 651,714
    448108100 HUSSMAN STRATEGIC GR 200,000 163,014
    464287200 ISHARES CORE S & P 5 877,127 1,390,033
    464287499 ISHARES TR RUSSELL M 75,798 132,779
    464287655 ISHARES RUSSELL 2000 75,731 103,880
    589509108 MERGER FD SH BEN INT 50,000 50,190
    61744J408 MORGN STANLY INSTL F 510,000 593,071
    641224795 NEUBERGER BERMAN REA 224,858 264,685
    722005667 PIMCO COMMODITY REAL 345,000 253,969
    784924425 SSGA EMERGING MARKET 606,087 649,601
    863137105 STRATTON SM-CAP VALU 300,000 348,327
    921909701 VANGUARD DEVELOPED M 265,000 295,962
    92934R769 CRM MID CAP VALUE FD 307,631 322,726
    94985D244 WF ADV TRAD S/C GRWT 273,831 339,228
    00758M162 ACADIAN EMERGING MAR 55,000 57,578
    38143H381 GOLDMAN SACHS COMM S 150,000 142,092
    44981V706 ING REAL ESTATE FUND 150,000 154,078

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    US Government Securities - End of Year Book Value:

    850,997
    US Government Securities - End of Year Fair Market Value:

    897,679
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2012 InvestmentsOtherSchedule2
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    #26852M105 EII INTERNATIONAL      
    #641224795 NEWBERGER BERMAN      
    #722005667 PIMCO COMMODITY      
    #14312RAD6 CARMAX AUTO OWNER      
    #43812BAH6 HONDA AUTO RECEIV      
    4812C0803 JPMORGAN HIGH YIELD AT COST 370,000 365,803
    693390304 PIMCO LOW DURATION F AT COST 115,000 114,024
    76628T645 RIDGEWORTH SEIX HY B AT COST 50,000 54,978
    261980494 DREYFUS EMG MKT DEBT AT COST 50,000 54,359
    72201F516 PIMCO EMERGING LOCAL AT COST 225,000 234,675
    693390882 PIMCO FOREIGN BD FD AT COST 460,000 476,991
    92934R769 CRM MID CAP VALUE      
    38142Y401 GOLDMAN SACHS      
    38142Y773 GOLDMAN SACHS LARGE      
    411511504 HARBOR CAPITAL APPRE      
    464287655 ISHARES RUSSELL 2000      
    464287200 ISHARES S & P 500 IN      
    464287499 ISHARES TR RUSSELL M      
    61744J408 MORGAN STANLEY INSTI      
    863137105 STRATTON SMALL- CAP      
    94985D244 WELLS FARGO ADVANTAG      
    411511306 HARBOR INTERNATIONAL      
    784924425 SSGA EMERGING MKT      
    921909701 VANGUARD DEVELOPED      
    25264S833 DIAMOND HILL LONG-SH      
    448108100 HUSSMAN STRATEGIC      
    589509108 MERGER FD SH BEN      
    22544R305 CREDIT SUISSE      

    TY 2012 LegalFeesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SAUL EWING LLP - LEGAL FEES 11,784     11,784


    TY 2012 OtherAssetsSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    02005ACW6 ALLY MASTER OWNER TR   60,185 60,214


    TY 2012 OtherDecreasesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Description Amount
    MUTUAL FUND POSTING DATE AFTER TYE 11,712
    ACCD INT PD 2012 EFFECTIVE 2013 103
    ROUNDING 11


    TY 2012 OtherIncomeSchedule2
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRIOR YEAR RECOVERIES 35,664 0  


    TY 2012 OtherIncreasesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Description Amount
    MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE 15,916
    CONTRIBUTION POSTED 2012 EFFECTIVE 2011 194,432
    ACCD INT PD 2011 EFFECTIVE 2012 112


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEE 2,211 2,211    


    TY 2012 TaxesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN: 23-7830263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 2,364 0   0
    FEDERAL ESTIMATES - PRINCIPAL 6,348 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,935 3,935   0
    FOREIGN TAXES ON NONQUALIFIED 1,561 1,561   0