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
The Poetry Foundation
 
% CAREN SKOULAS
Number and street (or P.O. box number if mail is not delivered to street address)61 West Superior StreetSuiteRoom/suite
City or town, state, and ZIP code
Chicago, IL60654
A Employer identification number

36-2490808
B Telephone number (see instructions)

(312) 787-7070
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$210,114,297J 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) 251,276
2 Check bullet
3 Interest on savings and temporary cash investments 2,810 2,810 2,810
4 Dividends and interest from securities...... 3,664,183 3,664,183 3,664,183
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 998,868
b Gross sales price for all assets on line 6a 14,261,060
7 Capital gain net income (from Part IV, line 2)... 997,707
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 835,059 112,974 679,118
12 Total. Add lines 1 through 11........ 5,752,196 4,777,674 4,346,111
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 557,900 116,330 116,330 441,570
14 Other employee salaries and wages...... 1,226,018 7,690 7,690 1,222,632
15 Pension plans, employee benefits....... 503,471 17,354 17,354 466,995
16a Legal fees (attach schedule)......... Click to see attachment 49,276 4,928 4,928 39,476
b Accounting fees (attach schedule)....... Click to see attachment 56,359 11,272 11,272 57,587
c Other professional fees (attach schedule).... Click to see attachment 585,549 0 0 633,215
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 119,276 4,779 4,779 114,547
19 Depreciation (attach schedule) and depletion... Click to see attachment 677,220 4,752 4,752
20 Occupancy.............. 1,047,070 19,110 19,110 985,554
21 Travel, conferences, and meetings....... 476,344     471,673
22 Printing and publications.......... 1,125,793   506,351 673,099
23 Other expenses (attach schedule)....... Click to see attachment 1,700,226 429,599 594,700 1,071,312
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,124,502 615,814 1,287,266 6,177,660
25 Contributions, gifts, grants paid........ 937,950 834,950
26 Total expenses and disbursements. Add lines 24 and 25 9,062,452 615,814 1,287,266 7,012,610
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,310,256
b Net investment income (if negative, enter -0-) 4,161,860
c Adjusted net income (if negative, enter -0-)... 3,058,845
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............... 99,838 85,062 85,062
2 Savings and temporary cash investments.......... 1,878,035 2,570,142 2,570,142
3 Accounts receivable bullet58,243
Less: allowance for doubtful accounts bullet1,431 214,593 56,812 56,812
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........... 384,491 431,948 431,948
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 92,416,837 Click to see attachment103,022,227 103,022,227
c Investments—corporate bonds (attach schedule)........ 37,938,562 Click to see attachment38,700,368 38,700,368
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 13,815,535 Click to see attachment19,652,276 19,652,276
14 Land, buildings, and equipment: basis bullet23,655,585
Less: accumulated depreciation (attach schedule) bullet2,236,121 21,953,765 Click to see attachment21,419,464 21,419,464
15 Other assets (describe bullet) Click to see attachment28,429,843 Click to see attachment24,175,998 Click to see attachment24,175,998
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 197,131,499 210,114,297 210,114,297
Liabilities 17 Accounts payable and accrued expenses.......... 790,139 450,442
18 Grants payable................... 102,500 103,000
19 Deferred revenue.................. 486,656 513,106
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 15,000,000 Click to see attachment14,730,000
22 Other liabilities (describe bullet) Click to see attachment2,519 Click to see attachment6,529
23 Total liabilities (add lines 17 through 22).......... 16,381,814 15,803,077
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 152,691,177 170,461,771
25 Temporarily restricted................ 27,927,066 23,718,007
26 Permanently restricted................ 131,442 131,442
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 180,749,685 194,311,220
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 197,131,499 210,114,297
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)............... 1 180,749,685
2 Enter amount from Part I, line 27a..................... 2 -3,310,256
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 16,872,327
4 Add lines 1, 2, and 3.......................... 4 194,311,756
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 536
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 194,311,220
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 PUBLICLY TRADED SECURITIES - CAP GN DIST P    
b PUBLICLY TRADED SECURITIES - CAP GN DIST P    
c PUBLICLY TRADED SECURITIES - CAP GN DIST P    
d PUBLICLY TRADED SECURITIES - CAP GN DIST P    
e PUBLICLY TRADED SECURITIES - CAP GN DIST P    
PUBLICLY TRADED SECURITIES - CAP GN DIST P    
PUBLICLY TRADED SECURITIES - LONG TERM P    
PUBLICLY TRADED SECURITIES - SHORT TERM P    
LT CAPITAL GAIN FROM LIMITED PARTNERSHIP P    
ST CAPITAL GAIN FROM LIMITED PARTNERSHIP P    
PUBLICLY TRADED SECURITIES - LONG TERM P    
(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 330,695     330,695
b 82,101     82,101
c 147,499     147,499
d 1,317     1,317
e 22,506     22,506
55,118     55,118
11,042,605   11,788,729 -746,124
124,015   124,274 -259
875,867     875,867
77,158     77,158
1,502,179   1,350,350 151,829
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       330,695
b       82,101
c       147,499
d       1,317
e       22,506
      55,118
      -746,124
      -259
      875,867
      77,158
      151,829
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 2 997,707
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 -259
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      
2010      
2009      
2008      
2007      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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: 2008-08-01(attach copy of letter if necessary–see instructions)
b 1 N/A
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 0
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 0
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a  
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   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
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIL
    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
    Yes
     
    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 addressbulletwww.poetryfoundation.org
    14
    The books are in care ofbulletCAREN SKOULAS Telephone no.bullet (312) 799-8001
    Located atbullet61 WEST SUPERIOR STREETCHICAGOIL ZIP+4bullet60654
    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
     
     
    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
     
    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
     
     
    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
    John Barr President/Trustee
    35.0     		268,400 55,358 0
    61 West Superior Street
    Chicago,IL60654
    Willard Bunn TRUSTEE
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Gail Bush TRUSTEE
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Kim Coventry TRUSTEE
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Tom Cronin Trustee
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    John J Kenney Chair
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Richard Kiphart Trustee
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Sylvia Manning Trustee
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Robert C McCormack Trustee
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Stuart J Miller Trustee
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Charlie Pierce Vice Chair
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Paul Ruxin Trustee
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Caren Skoulas CFO
    35.0     		179,000 52,386 0
    61 West Superior Street
    Chicago,IL60654
    Robert Wedgeworth Vice Chair
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Benna Wilde Secretary
    1.0     		0 0 0
    61 West Superior Street
    Chicago,IL60654
    Christian Wiman Editor
    35.0     		110,500 37,323 0
    61 West Superior Street
    Chicago,IL60654
    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
    CATHERINE HALLEY EDITOR & DIRECTOR
    35.0     		102,553 20,173 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    STEPHEN YOUNG PROGRAM DIRECTOR
    35.0     		98,834 25,901 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    DONALD SHARE ASSOCIATE EDITOR
    35.0     		80,771 28,542 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    ELIZABETH ALLEN PROJECT MANAGER
    35.0     		76,490 28,011 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    STEPHANIE HLYWAK MEDIA DIRECTOR
    35.0     		70,360 16,514 0
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    Total number of other employees paid over $50,000...................bullet 3
    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
    Cadmus Printing and mail 369,282
    PO Box 751898
    CHARLOTTE,NC28275
    Norcon Inc Construction 300,786
    661 W Ohio Street
    CHICAGO,IL60654
    The Nerdery Web maintenance 199,925
    9555 James Ave S
    BLOOMINGTON,MN55431
    Direct Fulfillment LLC Mail advertising 158,247
    5 McLeland Rd
    ST CLOUD,MN56303
    Palm Coast Data LLC Fulfillment Services 116,176
    3773 Solutions Center
    CHICAGO,IL60677
    Total number of others receiving over $50,000 for professional services.............bullet4
    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 "POETRY" MAGAZINE- SEE PAGE 22 1,141,157
    2 POETRYFOUNDATION.ORG- SEE PAGE 23 1,605,710
    3 EDUCATIONAL AND PUBLIC PROGRAMS AND PRIZES- SEE PAGE 24 2,678,890
    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 NONE  
    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
    155,630,131
    b
    Average of monthly cash balances.......................
    1b
    3,369,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    789,702
    d
    Total (add lines 1a, b, and c).........................
    1d
    159,789,773
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    126,003
    3
    Subtract line 2 from line 1d.........................
    3
    159,663,770
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,394,957
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    157,268,813
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,863,441
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
     
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    7,012,610
    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
    142,521
    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
    7,155,131
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,155,131
    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 0
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 2009, 2008 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 7,155,131
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount.....  
    e Remaining amount distributed out of corpus  
    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  
    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......     		 
    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) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    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
    2008-08-01
    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
    3,058,845 2,503,127 2,470,356 999,915 9,032,243
    b 85% of line 2a ......... 2,600,018 2,127,658 2,099,803 849,928 7,677,407
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		7,155,131 14,631,125 10,645,486 5,267,744 37,699,486
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		834,950 665,035     1,499,985
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		6,320,181 13,966,090 10,645,486 5,267,744 36,199,501
    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)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		5,242,294 5,512,758 4,809,713 3,550,368 19,115,133
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    NONE
    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.
    NONE
    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:
    Stephen Young Program Director
    61 West Superior Street
    Chicago,IL60654
    (312) 799-8002
    bThe form in which applications should be submitted and information and materials they should include:
    FOR GRANTS TO EXEMPT ORGANIZATIONS, APPLICATIONS SHOULD BE MADE BY LETTER AND SHOULD INCLUDE INFORMATION ABOUT THE REQUESTING ORGANIZATION AND A DETAILED DESCRIPTION OF HOW THE GRANT WILL BE USED. APPLYING ORGANIZATIONS SHOULD INCLUDE DOCUMENTS VERIFYING TAX STATUS. APPLICATIONS FOR SUPPORT FOR NEEDY POETS SHOULD BE MADE BY LETTER BY INDIVIDUALS NOT RELATED TO THE POET. INFORMATION THAT ALLOWS THE FOUNDATION TO VERIFY THE POET'S STATUS MUST BE PROVIDED.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES. GRANT APPLICATIONS ARE REVIEWED PERIODICALLY ON A YEAR ROUND BASI
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE POETRY FOUNDATION IS A PRIVATE OPERATING FOUNDATION AND PRIMARILY RUNS ITS OWN PROGRAMS. WE HAVE A SMALL GRANTS PROGRAM FOR ORGANIZATIONS WHOSE WORK IS CONSISTENT WITH THE FOUNDATION'S MISSION AND WHO MAY BE BETTER ABLE TO FULFILL THE FOUNDATION'S MISSION IN PARTICULAR AREAS. WE ALSO HAVE A SMALL FUND TO PROVIDE FINANCIAL SUPPORT TO POETS IN EMERGENCY FINANCIAL SITUATIONS, PRIMARILY RELATED TO HEALTHCARE.
    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
    Academy of American Poets
    75 Maiden Lane Ste 901
    New York,NY10038     		NONE Public Charity National Poetry Month 10,000
    Adam Kirsch
    345 E 86th St 10-D
    New York,NY10028     		NONE Individual Editor's Prize for Best Review in Poetry Magazine 1,000
    American Poetry Review
    1700 Sansom St 800
    Philadelphia,PA191035214     		NONE Public Charity Stephen Berg Project 1,250
    American Public Media
    PO Box 70870
    St Paul,MN551709788     		NONE Public Charity Sponsorship of The Writer's Almanac 120,000
    Angela Mlinko
    625 E 12th St
    Houston,TX77008     		NONE Individual Frederick Bock Prize 500
    AWP
    4400 University Dr
    Fairfax,VA22030     		NONE Public Charity AWP Conference Sponsorship 10,000
    Brooklyn Arts Council
    290 20th St 1L
    Brooklyn,NY11215     		NONE Public Charity Alzheimer's Poetry Project 10,000
    Cave Canem Foundations Inc
    20 Jay St Ste 310-A
    Brooklyn,NY11201     		NONE Public Charity General Support 10,000
    Dean Young
    2809 French Place
    Austin,TX78722     		NONE Individual Levinson Prize 500
    Devin Johnston
    2617 Louisiana Ave
    St Louis,MO63118     		NONE Individual Friends of Literature Prize 500
    Diane R Di Prima
    78 Niagara Ave
    San Francisco,CA94112     		NONE Individual Poet in Need 2,500
    Eduardo C Corral
    62-54 Wetherole St
    Rego Park,NY11374     		NONE Individual J. Howard and Barbara M.J. Wood Prize 5,000
    Geraldine R Dodge Foundation
    14 Maple Ave Suite 400
    Morristown,NJ07960     		NONE Public Charity Poetry Programs 10,000
    Guild Complex
    PO Box 478880
    Chicago,IL606479998     		NONE Public Charity Poetry Programs 10,000
    Hailey Leithauser
    1000 Devere Dr
    Silver Spring,MD20903     		NONE Individual Emily Dickinson First Book Award Prize 10,000
    Illinois State Historical Society
    521 E Washington St
    Springfield,IL62705     		NONE Public Charity General Support 1,000
    Jacob Saenz
    4850 N Rockwell 2
    Chicago,IL60625     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Linda Kunhardt
    Box 271
    Center Sandwich,NH03227     		NONE Individual Bess Hokin Prize 1,000
    Mary Ruefle
    212 Safford St Apt 1
    Bennington,VT052012899     		NONE Individual Editor's Prize for Feature Article 1,000
    National Poetry Series
    57 Mountain Ave
    Princeton,NJ08540     		NONE Public Charity Publication Support 10,000
    National Public Radio Inc
    635 Massachusetts Ave NW
    Washington,DC200013753     		NONE Public Charity NPR Poetry Programming Support 225,000
    Nicholas Friedman
    408 N Geneva St Apt 2
    Ithaca,NY14850     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Peter Cole
    554 Chapel St Apt 3
    New Haven,CT06511     		NONE Individual John Frederick Nims Memorial Prize 500
    Poetry Society of America
    15 Gramercy Park
    New York,NY10003     		NONE Public Charity Poetry Programs 10,000
    Reginald D Betts
    6221 Lexington Ridge Dr
    Lexington,MA02421     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Richard Hofmann
    3215 N Charles St Apt 605
    Baltimore,MD21218     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    Rickey Laurentiis
    7002 Pershing Ave Apt A
    St Louis,MO63130     		NONE Individual Ruth Lilly Poetry Fellowship 15,000
    RNRA Film Festival
    61 West Superior
    Chicago,IL60654     		NONE Public Charity Film Festival Support 400
    Small Press Distribution
    1341 7th St
    Berkeley,CA94710     		NONE Public Charity Sponsorship for The Bee-In 1,000
    Snow City Arts Foundation
    630 S Hermitage Ave
    Chicago,IL60612     		NONE Public Charity Poetry Programs 5,000
    Stephen Berg
    2005 Mt Vernon St
    Philadelphia,PA19130     		NONE Individual Stephen Berg Project 1,250
    Version Festival
    61 West Superior
    Chicago,IL60654     		NONE Public Charity Version Festival Support 50
    Wanda Coleman
    44165 Gingham Ave
    Lancaster,CA93535     		NONE Individual Poet in Need 2,500
    WETA
    2775 S Quincy St
    Arlington,VA222062269     		NONE Public Charity Sponsorship - PBS NewsHour 200,000
    William Simone Di Pietro
    225 Downey St 5
    San Francisco,CA94117     		NONE Individual Ruth Lilly Poetry Prize 100,000
    Total .................................bullet 3a 834,950
    bApproved for future payment
    Ellen Grappe
    3805 Sierra Dr
    Tuscaloosa,AL35406     		None Individual Recitation Prize 100
    Nathan Poston
    22622 N 85th Ave
    Peoria,AZ85383     		None Individual Recitation Prize 100
    Connor Ricketts
    5350 Marybelle Ln
    Shingle Springs,CA95682     		None Individual Recitation Prize 100
    Claire Ragusin
    9681 Sterling Dr
    Highlands Ranch,CO80126     		None Individual Recitation Prize 100
    Emma Plankey
    69 Old Litchfield Turnpike
    Oxford,CT06478     		None Individual Recitation Prize 100
    Jayme Lawson
    100 Michigan Ave NE
    Washington,DC20017     		None Individual Recitation Prize 100
    Ryan Youngdale
    30 Somerset Ln
    Newark,DE19711     		None Individual Recitation Prize 100
    Ricardo A Vega-Bossa
    846 SW 120th Way
    Davie,FL33325     		None Individual Recitation Prize 100
    Haley Sakamoto
    44-733 Alakai St
    Kaneohe,HI96744     		None Individual Recitation Prize 100
    Ena Moats
    132 S Britson Circle
    Roland,IA50236     		None Individual Recitation Prize 100
    David Lyman
    1587 N Ellington Way
    Eagle,ID83616     		None Individual Recitation Prize 100
    Caitlin Harmon
    5849 Dafred Dr
    Rockford,IL61101     		None Individual Recitation Prize 100
    Nicole Schapker
    12337 Oak Gate Rd
    Evansville,IN47725     		None Individual Recitation Prize 100
    Damien Gilbert
    7272 E 37th St N Apt 1115
    Wichita,KS67226     		None Individual Recitation Prize 100
    Brianna Michelle O'Rourke
    11029 Gold Cup Ave
    Baton Rouge,LA70816     		None Individual Recitation Prize 100
    Igharosa Stephanie
    11 Linden Park Dr
    Randolph,MA02368     		None Individual Recitation Prize 100
    Johana Gourdin
    10026 Hillgreen Cir Apt E
    Cockersville,MD21030     		None Individual Recitation Prize 100
    Iman Omar
    246 Auburn St Apt 148
    Portland,ME04103     		None Individual Recitation Prize 100
    Faiza Abubakar
    3547 Emerson Ave
    Minneapolis,MN55412     		None Individual Recitation Prize 100
    Thomas K Fields
    2867 Fairway Dr
    Belleville,IL62220     		None Individual Recitation Prize 100
    DeAndre Denzell Jones
    67 CR 499
    Water Valley,MS38965     		None Individual Recitation Prize 100
    Stella Shannon
    240 E Spruce
    Missoula,MT59802     		None Individual Recitation Prize 100
    Jakia Propst
    2543 12th Ave SW
    Hickory,NC28602     		None Individual Recitation Prize 100
    Alexandra Howatt
    602 Lynn Dawn Drive
    Argusville,ND58005     		None Individual Recitation Prize 100
    Carleigh Schuman
    8018 McBride Ave
    Lincoln,NE68516     		None Individual Recitation Prize 100
    Stephanie Bilodeau
    163 River St
    Keene,NH03431     		None Individual Recitation Prize 100
    Cameron Davis Clarke
    2600 John F Kennedy Blvd Apt 7B
    Jersey City,NJ07306     		None Individual Recitation Prize 100
    AJ Rascon
    4500 Santa Barbara Rd NE
    Albuquerque,NM87109     		None Individual Recitation Prize 100
    Elizabeth Cory
    11 Lee Place
    Bronxville,NY10708     		None Individual Recitation Prize 100
    Amelia Brownstein
    2463 Bealey Park Rd
    Bealey,OH43209     		None Individual Recitation Prize 100
    Ishmael Dwart
    4904 SE Brighton Dr
    Lawton,OK73501     		None Individual Recitation Prize 100
    Mireya Guzman-Ortiz
    2480 Vallejo St NE
    Salem,OR97301     		None Individual Recitation Prize 100
    Alex Jackson
    726 S Washington St
    Greencastle,PA17225     		None Individual Recitation Prize 100
    Tiara C Torres
    Las Cascadas 1480
    Toa Alta   00953
    RQ     		None Individual Recitation Prize 100
    Sebastian Yidana
    470 Union Ave
    Providence,RI02909     		None Individual Recitation Prize 100
    Justin Fox
    280 Tharon Dr
    Spartanburg,SC29303     		None Individual Recitation Prize 100
    Tristan Chasing Hawk
    2805 S Old Orchard Cr
    Sioux Falls,SD57103     		None Individual Recitation Prize 100
    Anita Norman
    12318 Dargie Dr
    Arlington,TN38002     		None Individual Recitation Prize 100
    Brianna Herrera
    9307 Walhalla Ave
    San Antonio,TX78221     		None Individual Recitation Prize 100
    Antonio Madrid
    3378 S 5530 W
    West Valley City,UT84120     		None Individual Recitation Prize 100
    Lily Hargis
    706 Holly St
    Richmond,VA23220     		None Individual Recitation Prize 100
    Thomas Zbyszewski
    350 Twisp-Carlton Rd
    Carlton,WA98814     		None Individual Recitation Prize 100
    Isabel Karp
    109 Everglade Dr
    Madison,WI53717     		None Individual Recitation Prize 100
    Grace Pritt
    421 Circle Dr
    Hurricane,WV25526     		None Individual Recitation Prize 100
    Hannah Hout
    431 S Lincoln St
    Casper,WY82601     		None Individual Recitation Prize 100
    Holy Spirit Catholic High School
    601 James I Harrison Jr Pkwy E
    Tuscaloosa,AL35405     		None Public Charity Grant for book purchase 200
    Signature School
    610 Main St
    Evansville,IN47708     		None Public Charity Grant for book purchase 200
    Henry Ford Academy Alameda School
    439 Arbor Place
    San Antonio,TX78239     		None Public Charity Grant for book purchase 200
    Cass Technical High School
    2501 Second Ave
    Detroit,MI48201     		None Public Charity Grant for book purchase 200
    Arlington High School
    5475 Airline Rd
    Arlington,TN38002     		None Public Charity Grant for book purchase 200
    Whitewater High School
    100 Wildcat Way
    Fayetteville,GA30215     		None Public Charity Grant for book purchase 200
    Mid-Pacific Institute
    2445 Kaala Street
    Honolulu,HI96822     		None Public Charity Grant for book purchase 200
    Roland-Story High School
    1009 Story St
    Story City,IA50248     		None Public Charity Grant for book purchase 200
    La Cueva High School
    7801 Wilshire Ave NE
    Albuquerque,NM87122     		None Public Charity Grant for book purchase 200
    Northern Cass School
    16021 18th St SE
    Hunter,ND58048     		None Public Charity Grant for book purchase 200
    Star Lane Center
    1400 S Faindale
    Casper,WY82601     		None Public Charity Grant for book purchase 200
    Water Valley High School
    550 Market Street
    Water Valley,MS38965     		None Public Charity Grant for book purchase 200
    VI Montessori School & Peter Gruber IA
    6936 Vessup Ln
    St Thomas   00802
    VQ     		None Public Charity Grant for book purchase 200
    Liberty Bell High School
    18 Twin Lakes Rd
    Winthrop,WA98862     		None Public Charity Grant for book purchase 200
    Hurricane High School
    3350 Teays Valley Rd
    Hurricane,WV25526     		None Public Charity Grant for book purchase 200
    Esc Especializada Central
    PO Box 41215
    San Juan,PR009401215     		None Public Charity Grant for book purchase 200
    McKinley Senior High School
    800 East McKinley St
    Baton Rouge,LA70802     		None Public Charity Grant for book purchase 200
    James Madison Memorial High School
    201 S Gammon Road
    Madison,WI53705     		None Public Charity Grant for book purchase 200
    Parkview Christian School
    4400 North 1st Street
    Lincoln,NE68521     		None Public Charity Grant for book purchase 200
    Western High School -Florida
    1200 SW 136th Ave
    Davie,FL33325     		None Public Charity Grant for book purchase 200
    Randolph High School
    70 Memorial Parkway
    Randolph,MA02368     		None Public Charity Grant for book purchase 200
    Mercersburg Academy
    300 E Seminary St
    Mercersburg,PA17236     		None Public Charity Grant for book purchase 200
    Oxford High School
    61 Quaker Farms Rd
    Oxford,CT06478     		None Public Charity Grant for book purchase 200
    Western Hills High School
    100 Doctors Drive
    Frankfort,KY40601     		None Public Charity Grant for book purchase 200
    East Hollywood High School
    2185 S 3600W
    West Valley City,UT84119     		None Public Charity Grant for book purchase 200
    Maggie Walker Governor's School
    1000 N Lombardy St
    Richmond,VA23220     		None Public Charity Grant for book purchase 200
    St Louis University High School
    4970 Oakland Avenue
    St Louis,MO63110     		None Public Charity Grant for book purchase 200
    Bexley High School
    326 S Cassingham Rd
    Bexley,OH43209     		None Public Charity Grant for book purchase 200
    Eagle High School
    574 N Park Lane
    Eagle,ID83616     		None Public Charity Grant for book purchase 200
    West Salem High School
    1776 Titan Dr NW
    Salem,OR97304     		None Public Charity Grant for book purchase 200
    Bronxville High School
    177 Pondfield Rd
    Bronxville,NY10708     		None Public Charity Grant for book purchase 200
    St Stephens High School
    3205 34th Steet Drive NE
    Hickory,NC28601     		None Public Charity Grant for book purchase 200
    Spartanburg High School
    500 DuPre Dr
    Spartanburg,SC29307     		None Public Charity Grant for book purchase 200
    Harrisburg High School (SD)
    1300 W Willow St
    Harrisburg,SD57032     		None Public Charity Grant for book purchase 200
    Ubah Medical Academy High School
    1600 Main St
    Hopkins,MN55343     		None Public Charity Grant for book purchase 200
    Duke Ellington School of the Arts
    3500 R Street NW
    Washington,DC20007     		None Public Charity Grant for book purchase 200
    Jim Elliot Christian School
    PO Box 631880
    Highlands Ranch,CO80163     		None Public Charity Grant for book purchase 200
    Revilla Alternative High School
    3131 Baranoff Ave
    Ketchikan,AK99901     		None Public Charity Grant for book purchase 200
    Charter University Prep
    3987 Missouri Flat Ste 340 355
    Placerville,CA95667     		None Public Charity Grant for book purchase 200
    Tong Zong Thao
    3682 N Willow Ptarmigan Cir
    Palmer,AK99645     		None Individual Recitation Prize 200
    Sabria White
    4614 Calvert Rd
    Huntsville,AL35816     		None Individual Recitation Prize 200
    Mandy Nguyen
    45 Bentley Circle
    Little Rock,AR72210     		None Individual Recitation Prize 200
    Cassandra Melissa Valadez
    2827 E Liverpool Dr
    Tucson,AZ85706     		None Individual Recitation Prize 200
    Arwa Awan
    1141 Lighthouse Ave Apt 124
    Pacific Grove,CA93950     		None Individual Recitation Prize 200
    Alice Kilduff
    1411 S Vaughn Cir
    Aurora,CO80012     		None Individual Recitation Prize 200
    Kamryn Harmeling
    37 Mt Pleasant Rd
    Newtown,CT06470     		None Individual Recitation Prize 200
    Nathalie Dary
    2800 Connecticut Ave NW Apt 105
    Washington,DC20008     		None Individual Recitation Prize 200
    Kourtney Brooker
    4202 Logan Hts Circle
    Sanford,FL32773     		None Individual Recitation Prize 200
    Janea Feeney
    3584 Valley Dr
    Perry,GA31069     		None Individual Recitation Prize 200
    Emma Stewart
    3718 Loulu St
    Honolulu,HI96822     		None Individual Recitation Prize 200
    Dakota Meyer
    PO Box 2222
    Iowa City,IA52244     		None Individual Recitation Prize 200
    Savina Barini-Brown
    1115 Twin Parks Dr
    Twin Falls,ID83301     		None Individual Recitation Prize 200
    Rapheal Mathis
    13865 Cambridge Circle
    Plainfield,IL60544     		None Individual Recitation Prize 200
    Emma Libersky
    12548 Hillside Dr
    Plymouth,IN46563     		None Individual Recitation Prize 200
    Aaron Brown
    6510 Ballentine St
    Shawnee,KS66203     		None Individual Recitation Prize 200
    Gabby Thompson
    76 Naples Valley Dr
    Ashland,KY41102     		None Individual Recitation Prize 200
    Alexis Danielle Granville
    6180 Rose St
    Zachary,LA70791     		None Individual Recitation Prize 200
    Courtney Stewart
    35 Norfolk St
    Springfield,MA01109     		None Individual Recitation Prize 200
    Blessed Sheriff
    19932 Tygart Ln
    Gaithersburg,MD20879     		None Individual Recitation Prize 200
    Dyer Rhoads
    71 Bowdoin St
    Portland,ME04102     		None Individual Recitation Prize 200
    Richard Wu
    2334 Arbor Tree Ct SE
    Grand Rapids,MI49546     		None Individual Recitation Prize 200
    Oluwatoosin Ajagbe
    2425 Eyrie Dr
    Woodbury,MN55129     		None Individual Recitation Prize 200
    Essence Imani Lee
    4402 Karen Ann Ct
    St Louis,MO63034     		None Individual Recitation Prize 200
    Akane Little
    205 South Nash St
    Starkville,MS39759     		None Individual Recitation Prize 200
    Taylor Blossom
    905 Lodestar Rd
    Helena,MT59602     		None Individual Recitation Prize 200
    Casey Ryan Goggin
    36 Kilbride Dr
    Pinehurst,NC28374     		None Individual Recitation Prize 200
    Janessa Hensrud
    PO Box 508
    Northwood,ND58267     		None Individual Recitation Prize 200
    Daniel Belshaw
    2 Cutts Rd
    Durham,NH03824     		None Individual Recitation Prize 200
    Jordan McMillan
    205 Dillons Ln
    Mullica Hill,NJ08062     		None Individual Recitation Prize 200
    SethWilson I Gray
    7820 Enchanted Hills Blvd Ste A299
    Rio Rancho,NM87144     		None Individual Recitation Prize 200
    Graciela Maya-Joseph
    PO Box 459
    Owyhee,NV89832     		None Individual Recitation Prize 200
    Liam McKenna
    209 First St
    Scotia,NY12302     		None Individual Recitation Prize 200
    Taribo Osuobeni
    5433 Acapulco Pl
    Westerville,OH43081     		None Individual Recitation Prize 200
    Denise Burns
    1364 Lee Rd
    Fort Sill,OK73503     		None Individual Recitation Prize 200
    Roselynn G Reyes
    702 SW 17th Way
    Troutdale,OR97060     		None Individual Recitation Prize 200
    Melany Vazquez Heredia
    1026 Calle 17 SE
    San Juan   00921
    RQ     		None Individual Recitation Prize 200
    Jenifer Henriquez
    113 Chester Ave Apt 1
    Providence,RI02905     		None Individual Recitation Prize 200
    Katherine Murchison
    2133 Sandy Point Ln
    Mount Pleasant,SC29466     		None Individual Recitation Prize 200
    Samuel Pearson
    419 S Pine St
    Vermillion,SD57069     		None Individual Recitation Prize 200
    Whitney Baxter
    1418 Walnut Grove Rd
    Jonesborough,TN37659     		None Individual Recitation Prize 200
    Maria Zuniga
    149 Hollywood Drive
    Coppell,TX75019     		None Individual Recitation Prize 200
    Devin W Jones
    9300 S Redwood Rd 27-10
    West Jordan,UT84088     		None Individual Recitation Prize 200
    Miranda Wack
    16027 Tidewater Trail
    Fredericksburg,VA22408     		None Individual Recitation Prize 200
    Josae Martin
    PO Box 9714
    Charlotte Amalie   00801
    VQ     		None Individual Recitation Prize 200
    Christian Dekett
    785 Leroux Rd
    Wheelock,VT05851     		None Individual Recitation Prize 200
    Langston Ward
    12018 N Korey Ln
    Spokane,WA99218     		None Individual Recitation Prize 200
    Nayeli Itehua
    E7807 90th Ave
    Mondovi,WI54755     		None Individual Recitation Prize 200
    Tim DiFazio
    18 Lawrence St
    Morgantown,WV26508     		None Individual Recitation Prize 200
    Sara Ellingrod
    PO Box 33
    Clearmont,WY82835     		None Individual Recitation Prize 200
    Plymouth High School
    1 Big Red Drive
    Plymouth,IN46563     		None Public Charity Grant for book purchase 500
    Coppell High School
    185 W Parkway Blvd
    Coppell,TX75019     		None Public Charity Grant for book purchase 500
    Forest Hills Central
    5901 Hall St
    Grand Rapids,MI49546     		None Public Charity Grant for book purchase 500
    Providence Academy
    2788 Carroll Creek Rd
    Johnson City,TN37615     		None Public Charity Grant for book purchase 500
    V Sue Cleveland High School
    4800 Laban Rd NE
    Rio Rancho,NM87144     		None Public Charity Grant for book purchase 500
    Punahou School
    1601 Punahou Street
    Honolulu,HI96822     		None Public Charity Grant for book purchase 500
    Iowa School for the Deaf
    3501 Harry Langdon Blvd
    Council Bluffs,IA51503     		None Public Charity Grant for book purchase 500
    Northwood High School
    420 Trojan Rd
    Northwood,ND58267     		None Public Charity Grant for book purchase 500
    ArvadaClearmont
    PO Box 125
    Clearmont,WY82835     		None Public Charity Grant for book purchase 500
    Sanford School
    6900 Lancaster Pike
    Hockessin,DE19707     		None Public Charity Grant for book purchase 500
    Starkville High School
    603 Yellow Jacket Dr
    Starkville,MS39759     		None Public Charity Grant for book purchase 500
    Plainfield East High School
    12001 S Naperville Rd
    Plainfield,IL60585     		None Public Charity Grant for book purchase 500
    Richard Montgomery High School
    250 Richard Montgomery Drive
    Rockville,MD20852     		None Public Charity Grant for book purchase 500
    Charlotte Amalie High School
    PO Box 7729
    Charlotte Amalie   00801
    VQ     		None Public Charity Grant for book purchase 500
    University of Puerto Rico
    PO Box 23319
    San Juan   00931
    RQ     		None Public Charity Grant for book purchase 500
    Seminole High School
    2701 Ridgewood Ave
    Sanford,FL32773     		None Public Charity Grant for book purchase 500
    Morgantown High School
    109 Wilson Ave
    Morgantown,WV26501     		None Public Charity Grant for book purchase 500
    Mead High School
    302 W Hastings Rd
    Spokane,WA99218     		None Public Charity Grant for book purchase 500
    Capital High School MT
    100 Valley Dr
    Helena,MT59601     		None Public Charity Grant for book purchase 500
    Lawton High School
    601 NW Ft Sill Blvd
    Lawton,OK73507     		None Public Charity Grant for book purchase 500
    Perry High School
    1307 North Ave
    Perry,GA31069     		None Public Charity Grant for book purchase 500
    Zachary High School
    4100 Bronco Lane
    Zachary,LA70791     		None Public Charity Grant for book purchase 500
    Newtown High School
    12 Berkshire Rd
    Sandy Hook,CT06482     		None Public Charity Grant for book purchase 500
    St Johnsbury Academy
    1000 Main Street
    St Johnsbury,VT05819     		None Public Charity Grant for book purchase 500
    Fredericksburg Academy
    10800 Academy Dr
    Fredericksburg,VA22408     		None Public Charity Grant for book purchase 500
    Crossroads College Prep School
    500 De Baliviere Avenue
    St Louis,MO63112     		None Public Charity Grant for book purchase 500
    Peddie School
    201 S Main St
    Hightstown,NJ08520     		None Public Charity Grant for book purchase 500
    Oyster River High School
    55 Coe Drive
    Durham,NH03824     		None Public Charity Grant for book purchase 500
    Shawnee Mission West High School
    8800 W 85th St
    Overland Park,KS66212     		None Public Charity Grant for book purchase 500
    Durand High School
    604 7th Ave
    Durand,WI54736     		None Public Charity Grant for book purchase 500
    Pinecrest High School
    250 Voit Gilmore Lane
    Southern Pines,NC28387     		None Public Charity Grant for book purchase 500
    Westerville Central High School
    7118 Mt Royal Ave
    Westerville,OH43082     		None Public Charity Grant for book purchase 500
    Xavier Charter School
    1218 N College Rd West
    Twin Falls,ID83301     		None Public Charity Grant for book purchase 500
    Owyhee High School
    100 Academic Way
    Owyhee,NV89832     		None Public Charity Grant for book purchase 500
    Charleston Co School of the Arts
    5109 W Enterprise Street
    N Charleston,SC29405     		None Public Charity Grant for book purchase 500
    Saratoga Springs High School
    3 Blue Streak Blvd
    New York,NY12866     		None Public Charity Grant for book purchase 500
    Vermillion High School
    1001 E Main St
    Vermillion,SD57069     		None Public Charity Grant for book purchase 500
    Archbishop Carroll High School
    4300 Harewood Rd NE
    Washington,DC20017     		None Public Charity Grant for book purchase 500
    Denver School of the Arts
    7111 Montview Blvd
    Denver,CO80220     		None Public Charity Grant for book purchase 500
    Colony High School
    9550 E Colony Schools Dr
    Palmer,AK99645     		None Public Charity Grant for book purchase 500
    Waynflete School
    360 Spring St
    Portland,ME04102     		None Public Charity Grant for book purchase 500
    Sunnyside High School
    1725 E Bilby Rd
    Tuscon,AZ85706     		None Public Charity Grant for book purchase 500
    Pacific Grove High School
    615 Sunset Dr
    Pacific Grove,CA93950     		None Public Charity Grant for book purchase 500
    Plainfield East High School
    12001 S Naperville Rd
    Plainfield,IL60585     		None Public Charity Recitation Prize 500
    Charlotte Amalie High School
    PO Box 7729
    Charlotte Amalie   00801
    VQ     		None Public Charity Recitation Prize 500
    Coppell High School
    185 W Parkway Blvd
    Coppell,TX75019     		None Public Charity Recitation Prize 500
    Peddie School
    201 S Main St
    Hightstown,NJ08520     		None Public Charity Recitation Prize 500
    Westerville Central High School
    7118 Mt Royal Ave
    Westerville,OH43082     		None Public Charity Recitation Prize 500
    Richard Montgomery High School
    250 Richard Montgomery Drive
    Rockville,MD20852     		None Public Charity Recitation Prize 500
    Mead High School
    302 W Hastings Rd
    Spokane,WA99218     		None Public Charity Recitation Prize 500
    Lawton High School
    601 NW Ft Sill Blvd
    Lawton,OK73507     		None Public Charity Recitation Prize 500
    Recitation School Finalists (1)
    61 West Superior
    Chicago,IL60654     		None Public Charity Recitation Prize 500
    Recitation 1st Place Student Prize (3 Students)
    61 West Superior
    Chicago,IL60654     		None Individual Recitation Prize 600
    Recitation 2nd Place Student Prize (8 Students)
    61 West Superior
    Chicago,IL60654     		None Individual Recitation Prize 800
    Devin W Jones
    9300 S Redwood Rd 27-10
    West Jordan,UT84088     		None Individual Finalist for National Recitation Prize 1,000
    Oyintarimobouri Osuobeni
    5433 Acapulco Pl
    Westerville,OH43081     		None Individual Finalist for National Recitation Prize 1,000
    Alexis Danielle Granville
    6180 Rose St
    Zachary,LA70791     		None Individual Finalist for National Recitation Prize 1,000
    Maria Zuniga
    149 Hollywood Drive
    Coppell,TX75019     		None Individual Finalist for National Recitation Prize 1,000
    Rapheal Mathis
    13865 Cambridge Circle
    Plainfield,IL60544     		None Individual Finalist for National Recitation Prize 1,000
    Oluwatoosin Ajagbe
    2425 Eyrie Dr
    Woodbury,MN55129     		None Individual Finalist for National Recitation Prize 1,000
    Recitation School Finalists (3)
    61 West Superior
    Chicago,IL60654     		None Public Charity Recitation Prize 1,500
    Recitation 2nd Place School Prize (14 Schools)
    61 West Superior
    Chicago,IL60654     		None Public Charity Grant for book purchase 2,800
    Recitation Student Finalists (3)
    61 West Superior
    Chicago,IL60654     		None Individual Finalist for National Recitation Prize 3,000
    Denise Burns
    1364 Lee Rd
    Fort Sill,OK73503     		None Individual 3rd Place National Recitation Prize 5,000
    Recitation 1st Place School Prize (10 Schools)
    61 West Superior
    Chicago,IL60654     		None Public Charity Grant for book purchase 5,000
    Blessed Sheriff
    19932 Tygart Ln
    Gaithersburg,MD20879     		None Individual 2nd Place National Recitation Prize 10,000
    Langston Ward
    12018 N Korey Ln
    Spokane,WA99218     		None Individual 1st Place National Recitation Prize 20,000
    Total .................................bullet 3b 103,000
    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
    aMAGAZINE SUBSCRIPTIONS         565,538
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 2,810  
    4 Dividends and interest from securities....     14 3,664,183  
    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..... 525990 42,967 14 104,825  
    8Gain or (loss) from sales of assets other than inventory 523000 1,163 18 997,705  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aSINGLE COPY SALE INCOME     01 4,837  
    bDISTRIBUTOR GROSS SALE INCOME     01 72,215  
    cADVERTISING INCOME 541800 29,900      
    dROYALTY REVENUE FROM POETRY PUBLICATIONS AND     15 14,777  
    eDIGITAL MEDIA          
    12 Subtotal. Add columns (b), (d), and (e).. 74,030 4,861,352 565,538
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,500,920
    (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.)
    1A Supports distribution of magazine to broadest possible audience.
    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 Poetry Foundation
     
    Employer identification number

    36-2490808
    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 Poetry Foundation
          		Employer identification number

    36-2490808
    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
     
     

    Richard Kiphart    
    222 West Adams Street
       
    Chicago, IL   60606

    		$10,000


    (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 Poetry Foundation
          		Employer identification number

    36-2490808
    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 Poetry Foundation
          		Employer identification number

    36-2490808
    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 Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 56,359 11,272 11,272 57,587

    TY 2012 AllOthProgRltdInvestmentsSch
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount
    NONE  

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

    TY 2012 DepreciationSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2012 GeneralExplanationAttachment
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Identifier Return Reference Explanation
    Building, Land, and Equipment Schedule - Noninvestment Part I, Line 19 Description Date Cost Accum Method Life Total Property Acquired Basis Depre Depre Depre Exp Land VAR $ 7,263,478 NONE NONE NONE NONE Leasehold VAR $ NONE NONE S-L 4 NONE Equipment VAR $ 408,154 $368,149 S-L VAR $ 36,240 Website VAR $ 971,899 $854,207 S-L 3 $137,109 Books VAR $ 52,038 $ 19,031 S-L 10 $ 5,204 Building VAR $14,960,016 $994,734 NONE NONE $498,667 Total $23,655,585 $2,236,121 $677,220
    Building, Land, and Equipment Schedule- Noninvestment Part II, Line 14 Description Cost Accumulated Net Book Depreciation Value Land $ 7,263,478 $ NONE $ 7,263,478 Leasehold Improvements $ NONE $ NONE $ NONE Equipment $ 408,154 $ 368,149 $ 40,005 Website $ 971,899 $ 854,207 $ 117,692 Books $ 52,038 $ 19,031 $ 33,007 Building $14,960,016 $ 994,734 $13,965,282 Total $23,655,585 $ 2,235,121 $21,419,464
    Poetry Magazine Form 990-PF, Part IX-A "POETRY MAGAZINE" - Total Expense: $ 1,141,457 (The amount paid to acquire assets use in the direct active conduct of the activity: $19,348. Expense is net of program revenue of $671,452) Established in 1912, POETRY magazine continues to present not only the best new poetry written by distinguished American poets, but actively seeks out exciting work by emerging new or undiscovered writers. The magazine also focuses on current issues relating to poetry in the culture, as well as presenting critical exchanges, debates, reviews, and special features. The magazine receives and reads over 100,000 submissions of poetry a year, and publishes 11 issues a year. Circulation was over 28,000 in December 2012. In addition to the print edition, the magazine is now available online, and its editors offer frequent podcasts in conjunction with each new issue. Over 50,000 free copies of the April 2012 issue were sent to book groups for National Poetry Month.
    Poetryfoundation.org Form 990-PF, Part IX-A "POETRY FOUNDATION.ORG" - Total Expense: $1,605,710 (The amount paid to acquire assets used in the direct active conduct of the activity: $20,910) The Foundation has extended its distribution activities from printed materials to most forms of digital media, creating a major web site for poetry. The web site is a source for news, reading lists, archives of selected works of poetry, study aids, and other resources. In 2012, the Foundation's Poetry Tool provided public access to over 13,000 poems. The web site also supports POETRY magazine and other Foundation programs. The Foundation utilizes the web site to develop new audiences for poetry through quality content and innovative programming that reaches out to users from children to seniors, casual readers to serious students of poetry. The web site had 12.5 million unique visitors, a 67% increase over 2011, and over 44 million page views. The Foundation has won a number of awards for its web site and smart phone applications. Additionally, free poetry videos are offered for both adult and children poetry users.
    Educational and Public Programs and Prizes Form 990-PF, Part IX-A "EDUCATIONAL AND PUBLIC PROGRAMS AND PRIZES" - Total Expense: $2,678,890. (The amount paid to acquire assets used in the direct active conduct of the activity: $82,480) The Foundation offers many types of programs to the public to expand the audience for poetry. In June 2011, the Foundation increased its in-person program activity with the opening of its new building. More than half of the 22,000 sq. ft. space is open to the public including a poetry library, exhibition space, and performance space designed specifically for the spoken word. The Library's 2012 activities made over 25,000 books of poetry and about poetry available to the public. The Foundation presented in-person poetry programs to 4,200 in its new building and several other venues. The Library and Exhibition space welcomed over 3,000 visitors on non-event days. The Foundation partnered with other cultural institutions in Chicago in order to broaden its own audience but also to provide a free resource for unique and creative public programming. The Foundation charges no admission. Other areas of public poetry programming are still conducted outside of the new building. These include youth and children's poetry activities, public radio and television poetry programming, research in special interest areas of poetry, and prizes and awards for excellence in poetry. Poetry Out Loud, a national program of poetry recitation in high schools, completed its eighth year. Working with the National Endowment for the Arts, the Foundation's program encourages high school students to memorize and perform great poems, helping students master public speaking skills, build self-confidence, and learn about their literary heritage. The 2011/2012 program included over 365,000 students from across the country. The Foundation's programs offered through the media (TV, radio, and print) reached over 16 million. Research activities in the area of poetry included an expansion of international poetry initiatives which brought together poets in conversation to the United States as well as the development of over 10 books and publications which will be published in early 2013. The Foundation continued its major prize and recognition programs including the Children's Poet Laureate, Lilly Prize, and Lilly Fellowships.

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MUTUAL FUND BONDS 38,700,368 38,700,368

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC EQUITIES 70,390,098 70,390,098
    INTERNATIONAL EQUITIES 32,632,129 32,632,129

    TY 2012 InvestmentsOtherSchedule2
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRIVATE EQUITY FMV 7,209,375 7,209,375
    REAL ESTATE FMV 9,371,729 9,371,729
    NATURAL RESOURCES FMV 1,342,199 1,342,199
    CREDIT FUND FMV 1,728,973 1,728,973

    TY 2012 LandEtcSchedule2
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2012 LegalFeesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 49,276 4,928 4,928 39,476


    TY 2012 MortgagesAndNotesPayableSch 
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Total Mortgage Amount: 14730000

    Item No. 1
    Lender's Name VARIOUS PUBLICALLY ISSUED BONDS
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan 15000000
    Balance Due 14730000
    Date of Note 2010-04
    Maturity Date  
    Repayment Terms PRINCIPAL AND INTEREST PAYABLE 1/1 & 7/1 EACH YEAR
    Interest Rate  
    Security Provided by Borrower FIXED RATE REVENUE BONDS
    Purpose of Loan FOR THE PURCHASE AND CONSTRUCTION OF NEW BUILDING
    Description of Lender Consideration CASH APPROXIMATELY $14.9 MILLION
    Consideration FMV  


    TY 2012 OtherAssetsSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LILLY TRUSTS-BENEFICIAL INT 27,923,000 23,716,325 23,716,325
    BOND ISSUANCE COST, NET 506,843 459,673 459,673


    TY 2012 OtherDecreasesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Amount
    ROUNDING ERROR 536


    TY 2012 OtherExpensesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT RENTAL & MAINTENANCE 1,531     1,531
    ADVERTISING 555,776   165,101 396,573
    OFFICE SUPPLIES 44,242 612 612 40,887
    TELEPHONE 5,105 152 152 3,922
    POSTAGE & MESSENGER 18,171 1,119 1,119 19,718
    BOOKS/CDS 14,371     5,764
    COMPUTER WEBSITE MAINTENANCE 380,209 2,443 2,443 363,966
    OFFICE INSURANCE 65,264 1,938 1,938 62,281
    AUDIO & VIDEO RECORDING 5,850     6,100
    BAD DEBTS 10,439     723
    BANK AND INVESTMENT FEES 207,773 179,485 179,485 28,880
    DUES/MEMBERSHIP 14,253     12,053
    RECRUITMENT 115,601     112,098
    GENERAL & ADMINISTRATIVE 17,791     16,816
    OTHER EXPENSES FROM LP 243,850 243,850 243,850  


    TY 2012 OtherIncomeSchedule2
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Earned Subscription 565,538   565,538
    Single Copy Sale Income 4,837   4,837
    Distributor Gross Sales 72,215   72,215
    Advertising Revenue 29,900   29,900
    Royalty Revenue from Poetry Publications 8,149 8,149  
    and Digital Media      
    Excluded Income from Unrelated Business   -42,967  
    Income from LP Investments 147,792 147,792  
    Other than Capital      
    Operating Rent Rebate 6,628   6,628


    TY 2012 OtherIncreasesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Amount
    CHANGE IN BENEFICIAL INTEREST IN LILLY 1,592,000
    TRUST 0
    UNREALIZED GAIN ON INVESTMENTS 14,883,237
    INCOME/LOSS TIMING ADJUSTMENTS FROM LP 397,090


    TY 2012 OtherLiabilitiesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES 2,519 6,529


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 585,549 0 0 633,215


    TY 2012 TaxesSchedule
    Name:
    The Poetry Foundation
    EIN: 36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOCIAL SECURITY / MEDICARE 117,981 4,779 4,779 113,203
    TAX EXPENSE 1,295     1,344