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
Seidman Family Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 282   Room/suite
City or town, state, and ZIP code
Wagon Mound, NM87752
A Employer identification number

13-6098204
B Telephone number (see instructions)

(303) 621-2796
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$5,256,488J 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)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 112,414 112,414  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -35,568
b Gross sales price for all assets on line 6a 1,802,429
7 Capital gain net income (from Part IV, line 2)... 0
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 16,616 16,616  
12 Total. Add lines 1 through 11........ 93,462 129,030  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 35,053 35,053    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,768 2,868    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,705     6,705
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 24,552 476   24,076
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,078 38,397   30,781
25 Contributions, gifts, grants paid........ 124,000 124,000
26 Total expenses and disbursements. Add lines 24 and 25 194,078 38,397   154,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -100,616
b Net investment income (if negative, enter -0-) 90,633
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 160,972 429,268 429,268
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 358,842 347,965 349,934
b Investments—corporate stock (attach schedule)........ 4,664,870 Click to see attachment3,125,175 3,272,080
c Investments—corporate bonds (attach schedule)........ 49,968 Click to see attachment100,005 100,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........   Click to see attachment1,131,623 1,105,206
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,234,652 5,134,036 5,256,488
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,234,652 5,134,036
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,234,652 5,134,036
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,234,652 5,134,036
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 5,234,652
2 Enter amount from Part I, line 27a..................... 2 -100,616
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,134,036
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,134,036
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      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,802,429   1,837,997 -35,568
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -35,568
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -35,568
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 330,770 5,372,752 000.061564
2010 309,953 5,105,308 000.060712
2009 256,738 5,037,864 000.050962
2008 285,630 6,224,792 000.045886
2007 341,200 6,699,264 000.050931
2 Total of line 1, column (d) ...................... 2 000.270055
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. . . 		3 000.054011
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 5,073,216
5 Multiply line 4 by line 3....................... 5 274,009
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 906
7 Add lines 5 and 6......................... 7 274,915
8 Enter qualifying distributions from Part XII, line 4.............. 8 154,781
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,813
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,813
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,813
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 23,046
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 23046 7 23,046
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 21,233
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet1,900 Refunded Bullet 11 19,333
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)
    bullet
    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 ofbulletSeidman Family Foundation Telephone no.bullet (303) 621-2796
    Located atbulletPO Box 282Wagon MoundNM ZIP+4bullet87752
    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
     
     
    .........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
    Tracy S Hephner Trustee
    001.00     		0    
    PO Box 282
    Wagon Mound,NM87752
    B Thomas Seidman Vice Chair / Trustee
    001.00     		0    
    PO Box 282
    Wagon Mound,NM87752
    Nancy C Seidman Sec / Trustee
    001.00     		0    
    PO Box 282
    Wagon Mound,NM87752
    Sarah Seidman Trustee
    001.00     		0    
    PO Box 282
    Wagon Mound,NM87752
    Jane R Volock Trustee
    001.00     		0    
    PO Box 282
    Wagon Mound,NM87752
    Margaret Williams Treas / Trustee
    001.00     		0    
    PO Box 282
    Wagon Mound,NM87752
    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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,721,380
    b
    Average of monthly cash balances.......................
    1b
    343,802
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,085,291
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,150,473
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,150,473
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    77,257
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,073,216
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    253,661
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    253,661
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,813
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,813
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    251,848
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    251,848
    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
    251,848
    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 Click to see attachment..........
    1a
    154,781
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    154,781
    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
    154,781
    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 7 251,848
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010....... 21,357
    e From 2011....... 105,092
    fTotal of lines 3a through e......... 126,449
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 154,781
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 154,781
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012. 97,067 97,067
    (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 29,382
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		29,382
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011.... 29,382
    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
     
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALSO FOR GAY YOUTH INC
    1470 BLVD OF THE ARTS
    SARASOTA,FL34236     		N/A 509a1 General Unrestricted 500
    AMERICAN CANCER SOCIETY
    2970 UNIVERSITY PKWY STE 104
    SARASOTA,FL34243     		N/A 509a1 Charitable Event 500
    AMERICAN DIABETES ASSOCIATION INC
    1701 N BEAUREGARD ST
    ALEXANDRIA,VA22311     		N/A 509a1 Charitable Event 500
    AMERICAN NATIONAL RED CROSS
    PO BOX 97089
    WASHINGTON,DC20090     		N/A 509a1 General Unrestricted 500
    BATTERED WOMEN'S SERVICES & SHELTER INC
    PO BOX 652
    BARRE,VT05641     		N/A 509a1 General Unrestricted 500
    BE A LEADER FOUNDATION
    6850 N CENTRAL AVE
    PHOENIX,AZ85012     		N/A 509a1 General Unrestricted 500
    BEARTOOTH HOSPITAL & HEALTH CENTER FDN
    PO BOX 1290
    RED LODGE,MT59068     		N/A 509a1 James and Juanita Kane Scholarship Fund 1,000
    BEARTOOTH RECREATIONAL TRAILS ASSOC
    PO BOX 1872
    RED LODGE,MT59068     		N/A 509a2 General Unrestricted 500
    BILLINGS FOOD BANK INC
    2112 4TH AVE N
    BILLINGS,MT59101     		N/A 509a1 General Unrestricted 500
    BOOKS FOR AMERICA INC
    1417 22ND ST NW
    WASHINGTON,DC20037     		N/A 509a1 General Unrestricted 200
    BOULDER VALLEY SCHOOL DISTRICT
    6600 E ARAPAHOE RD
    BOULDER,CO80303     		N/A 509a1 Kohl Elementary - Build Paved Pathway for Handicapped Children 500
    BOYS & GIRLS CLUB OF RED LODGE & THE BEARTOOTH FRONT INC
    PO BOX 11
    RED LODGE,MT59068     		N/A 509a2 General Unrestricted 1,000
    BRANDON BALLET INC
    PO BOX 1291
    BRANDON,FL33509     		N/A 509a2 General Unrestricted 500
    CALIFORNIA STATE SUMMER SCHOOL ARTS FOUNDATION
    10960 WILSHIRE BLVD STE 700
    LOS ANGELES,CA90024     		N/A 509a3 General Unrestricted 500
    CARBON COUNTY COMMUNITY FOOD BANK
    PO BOX 665
    RED LODGE,MT59068     		N/A 509a1 General Unrestricted 1,500
    CENTRAL VT ADULT BASIC EDUCATION INC
    46 WASHINGTON ST STE 100
    BARRE,VT05641     		N/A 509a1 General Unrestricted 1,000
    CHAPMAN UNIVERSITY
    1 UNIVERSITY DR
    ORANGE,CA92866     		N/A 509a1 General Unrestricted 500
    CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY
    4250 CHEYENNE MT ZOO RD
    COLORADO SPRINGS,CO80906     		N/A 509a2 General Unrestricted 1,000
    CHILDRENS HOSPITAL OF LOS ANGELES
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027     		N/A 509a1 General Unrestricted 1,000
    CHILDS PLAY
    123 NW 36TH ST STE 210
    SEATTLE,WA98107     		N/A 509a1 General Unrestricted 1,000
    CIBOLA HIGH SCHOOL
    1510 ELLISON DR NW
    ALBUQUERQUE,NM87114     		N/A 509a1 Bowling Team Program 5,000
    COLORADO 4H FOUNDATION INC
    4040 CAMPUS DELIVERY
    FORT COLLINS,CO80523     		N/A 509a1 Support of Elbert County 4H, for Beef for Cowboy Up 1,000
    COLUMBIA UNIVERSITY GRADUATE SCHOOL OF JOURNALISM
    2950 BROADWAY MC 3800
    NEW YORK,NY10027     		N/A 509a1 General Unrestricted 1,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE RD
    SARASOTA,FL34237     		N/A 509a1 Diane McFarlin Season of Sharing Endowment Fund 250
    COWBOY UP IN KIOWA
    PO BOX 779
    KIOWA,CO80117     		N/A 509a2 General Unrestricted 3,500
    DANCING CLASSROOMS NEW MEXICO
    11024 MNTGMRY BLVD NE PMB 121
    ALBUQUERQUE,NM87111     		N/A 509a1 General Unrestricted 750
    DARE TO CARE INC
    PO BOX 35458
    LOUISVILLE,KY40232     		N/A 509a1 General Unrestricted 1,000
    DENVER DUMB FRIENDS LEAGUE
    2080 S QUEBEC ST
    DENVER,CO80231     		N/A 509a2 Harmony Equine Center 250
    DOMESTIC AND SEXUAL VIOLENCE SERVICES OF CARBON COUNTY
    PO BOX 314
    RED LODGE,MT59068     		N/A 509a1 General Unrestricted 500
    ELBERT COUNTY COALITION FOR OUTREACH
    PO BOX 672
    KIOWA,CO80117     		N/A 509a1 General Unrestricted 1,500
    ELIZABETH HIGH SCHOOL
    PO BOX 660
    ELIZABETH,CO80107     		N/A 509a1 High School Rodeo Team 1,500
    FAMILIES & YOUTH INC
    PO BOX 1868
    LAS CRUCES,NM88004     		N/A 509a1 General Unrestricted 200
    FINCA INTERNATIONAL INC
    1101 14TH ST NW FL 11
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 1,000
    FOODSHARE INC
    4156 SOUTHBANK RD
    OXNARD,CA93036     		N/A 509a1 General Unrestricted 200
    FRACTURED ATLAS - SARASOTA MANATEE DANCE ALLIANCE
    248 W 35TH ST 10TH FL
    NEW YORK,NY10001     		N/A 509a2 General Unrestricted 1,000
    FRIENDS OF AGOURA HILLS LIBRARY
    29901 LADYFACE CT
    AGOURA HILLS,CA91301     		N/A 509a1 General Unrestricted 125
    FRIENDS OF MONTANA PBS INC
    PO BOX 10715
    BOZEMAN,MT59719     		N/A 509a1 General Unrestricted 1,000
    FRIENDS OF NORTH BRANCH NATURE CENTER INC
    713 ELM ST
    MONTPELIER,VT05602     		N/A 509a1 General Unrestricted 500
    FRIENDS OF PUBLIC RADIO INC
    1500 UNIVERSITY DR
    BILLINGS,MT59101     		N/A 509a1 General Unrestricted 1,000
    FUZION DANCE ARTISTS INC
    705 49TH ST E
    BRADENTON,FL34208     		N/A 509a1 General Unrestricted 1,000
    GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA
    342 N SAN FRNAND RD
    LOS ANGELES,CA90031     		N/A 509a1 General Unrestricted 200
    GOVERNORS INSTITUTES OF VERMONT
    PO BOX 7
    RANDOLPH,VT05060     		N/A 509a1 General Unrestricted 1,000
    GOVERNORS INSTITUTES OF VERMONT
    PO BOX 7
    RANDOLPH,VT05060     		N/A 509a1 Governors Institute on the Arts 1,000
    GREEN MOUNTAIN UNITED WAY
    963 PAINE TPKE N STE 2
    BERLIN,VT05602     		N/A 509a2 General Unrestricted 2,000
    HEAD START INC
    615 N 19TH ST
    BILLINGS,MT59101     		N/A 509a1 Carbon and Yellowstone Counties 1,000
    HORSE CARE PROGRAM
    5178 S ELK RIDGE RD
    EVERGREEN,CO80439     		N/A 509a1 Colorado Horsecare Foodbank Program 500
    HUMANE FARM ANIMAL CARE
    PO BOX 727
    HERNDON,VA20172     		N/A 509a1 General Unrestricted 1,000
    INJURED MARINE SEMPER FI FUND
    825 COLLEGE BLVD STE 102
    OCEANSIDE,CA92057     		N/A 509a1 General Unrestricted 500
    INNER-CITY FILMMAKERS
    3000 OLYMPIC BLVD
    SANTA MONICA,CA90404     		N/A 509a1 General Unrestricted 3,000
    INTERMOUNTAIN PLANNED PARENTHOOD INC
    2525 4TH AVE N STE 201
    BILLINGS,MT59101     		N/A 509a1 General Unrestricted 500
    INTERNATIONAL CAMPAIGN FOR TIBET
    1825 JEFFERSON PL NW
    WASHINGTON,DC20036     		N/A 509a2 General Unrestricted 1,000
    INTERNATIONAL COMMUNITY FOUNDATION
    2505 N AVE
    NATIONAL CITY,CA91950     		N/A 509a1 La Semilla de La Vida A.C. 600
    IOLA FOUNDATION
    8315 BEVERLY BLVD STE 101
    LOS ANGELES,CA90048     		N/A 509a1 General Unrestricted 500
    JESTER & PHARLEY PHUND
    PO BOX 817
    PLS VRDS EST,CA90274     		N/A 509a1 General Unrestricted 3,000
    JEWISH FAMILY SERVICE OF LOS ANGELES
    3580 WILSHIRE BLVD 7TH FL
    LOS ANGELES,CA90010     		N/A 509a1 General Unrestricted 500
    KCRW FOUNDATION INC
    1900 PICO BLVD
    SANTA MONICA,CA90405     		N/A 509a1 General Unrestricted 100
    KELLOGG HUBBARD LIBRARY
    135 MAIN ST
    MONTPELIER,VT05602     		N/A 509a1 General Unrestricted 2,000
    LAP DOG RESCUE OF NEW MEXICO
    PO BOX 1316
    TIJERAS,NM87059     		N/A 509a2 General Unrestricted 1,000
    LEUKEMIA & LYMPHOMA SOCIETY INC - MICHIGAN CHAPTER
    1421 E 12 MILE RD BLDG A
    MADISON HEIGHTS,MI48071     		N/A 509a1 General Unrestricted 2,000
    LODESTAR DOG RANCH INC
    124 GUTIERREZ CANYON RD
    TIJERAS,NM87059     		N/A 509a1 General Unrestricted 250
    LOST NATION THEATER INC
    39 MAIN ST CITY HALL
    MONTPELIER,VT05602     		N/A 509a1 General Unrestricted 750
    MENTAL HEALTH COMMUNITY CENTER INC
    240B S TUTTLE AVE
    SARASOTA,FL34237     		N/A 509a1 General Unrestricted 1,000
    MOVING ETHOS INC
    1734 BAHIA VISTA ST
    SARASOTA,FL34239     		N/A 509a1 General Unrestricted 1,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS - SAN FERNANDO VALLEY
    14545 SHERMAN CIR
    VAN NUYS,CA91405     		N/A 509a1 General Unrestricted 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    3540 PAN AMERICAN FREEWAY STE F
    ALBUQURQUE,NM87107     		N/A 509a1 Charitable Event 500
    NEW HARVEST CHURCH
    300 W ARCH ST
    FLEETWOOD,PA19522     		N/A 509a1 Charitable Event 750
    NORTHERN PLAINS RESOURCE COUNCIL
    220 S 27TH ST STE A
    BILLINGS,MT59101     		N/A 509a2 General Unrestricted 500
    OPERATION SHOEBOX
    8360 E HWY 25
    BELLEVIEW,FL34420     		N/A 509a1 General Unrestricted 500
    OPERATION SMILE INC
    6435 TIDEWATER DR
    NORFOLK,VA23509     		N/A 509a1 General Unrestricted 500
    OUTRIGHT VERMONT
    PO BOX 5235
    BURLINGTON,VT05402     		N/A 509a1 General Unrestricted 1,000
    PASADENA EDUCATION NETWORK
    3579 E FOOTHILL BLVD
    PASADENA,CA91107     		N/A 509a1 Go Public Project 250
    PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER
    1611 TELEGRAPH AVE STE 1200
    OAKLAND,CA94612     		N/A 509a1 General Unrestricted 500
    PINE BUSH CENTRAL SCHOOL DISTRICT
    PO BOX 700
    PINE BUSH,NY12566     		N/A 509a1 Crispell Middle School Library/Media Center 750
    PINE BUSH CENTRAL SCHOOL DISTRICT
    PO BOX 700
    PINE BUSH,NY12566     		N/A 509a1 Freshman Baseball Team 500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    128 LAKESIDE AVE STE 301
    BURLINGTON,VT05401     		N/A 509a1 Vermont PP 2,000
    PLANTING HOPE INC
    PO BOX 56
    MONTPELIER,VT05601     		N/A 509a1 General Unrestricted 750
    RED LODGE AREA COMMUNITY FOUNDATION
    PO BOX 1871
    RED LODGE,MT59068     		N/A 509a1 Bridge Food Bank, Carbon Cnty Resrce Council, Red Lodge Area Dollars, Teacher Awrds Genl Endowmt 3,000
    RED LODGE MUSIC FESTIVAL
    1925 GRAND AVE STE 102B
    BILLINGS,MT59102     		N/A 509a2 Scholarship Fund for Children to Participate in Festival 1,000
    RED LODGE VOLUNTEER FIREFIGHTERS ASSOCIATION INC
    PO BOX 845
    RED LODGE,MT59068     		N/A 509a1 General Unrestricted 500
    REIN IN CANCER FOUNDATION
    13181 US HWY 177
    BYARS,OK74831     		N/A 509a1 General Unrestricted 500
    ROBERTS COMMUNITY FOUNDATION INC
    PO BOX 284
    ROBERTS,MT59070     		N/A 509a1 Roberts Parents for the Performing Arts Program 2,000
    SARASOTA BALLET OF FLORIDA INC
    5555 N TAMIAMI TRL
    SARASOTA,FL34243     		N/A 509a2 General Unrestricted 3,000
    SARASOTA DANCE FESTIVAL INC
    PO BOX 3862
    SARASOTA,FL34230     		N/A 509a1 General Unrestricted 2,000
    SARASOTA FILM FESTIVAL INC
    332 COCOANUT AVE
    SARASOTA,FL34236     		N/A 509a1 General Unrestricted 1,000
    SARASOTA SAILOR CIRCUS FOUNDATION INC
    PO BOX 53202
    SARASOTA,FL34232     		N/A 509a1 General Unrestricted 1,000
    SCHOOL ON WHEELS INC
    PO BOX 23371
    VENTURA,CA93002     		N/A 509a1 General Unrestricted 500
    SEED2NEED
    PO BOX 874
    CORRALES,NM87048     		N/A 509a1 General Unrestricted 1,250
    STUDIO PLACE ARTS INCORPORATED
    201 N MAIN ST
    BARRE,VT05641     		N/A 509a1 General Unrestricted 1,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    5005 LBJ FWY STE 250
    DALLAS,TX75244     		N/A 509a1 General Unrestricted 1,000
    THE BRIDGE CHURCH
    PO BOX 422
    HAMBURG,PA19526     		N/A 509a1 Single Mothers Group 750
    THE UCLA FOUNDATION
    10920 WILSHIRE BLVD STE 900
    LOS ANGELES,CA90024     		N/A 509a1 Design For Sharing Program 500
    THOUSAND OAKS LIBRARY FOUNDATION
    1401 E JANSS RD
    THOUSAND OAKS,CA91362     		N/A 509a1 General Unrestricted 125
    THYCA THYROID CANCER SURVIVORS ASSOCIATION INC
    PO BOX 1360
    GERMANTOWN,MD20875     		N/A 509a1 General Unrestricted 750
    TROUT UNLIMITED INC
    1300 N 17TH ST STE 500
    ARLINGTON,VA22209     		N/A 509a1 Clean Up the Urban Portion of S. Platte River 250
    TRUSTEES OF DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFC
    HANOVER,NH03755     		N/A 509a1 Class of 1971 Giving Campaign 500
    UNIDOSNOW INC
    PO BOX 3131
    SARASOTA,FL34230     		N/A 509a1 General Unrestricted 2,000
    USA DANCE INC - WHITE SANDS CHAPTER 6012
    5405 18TH COURT W
    BRADENTON,FL34207     		N/A 509a2 Education Scholarship Fund 1,000
    VERMONT COMMUNITY FOUNDATION
    PO BOX 30
    MIDDLEBURY,VT05753     		N/A 509a1 General Unrestricted 2,000
    VERMONT FOODBANK
    33 PARKER RD
    BARRE,VT05641     		N/A 509a1 General Unrestricted 1,000
    VERMONT HUMANITIES COUNCIL
    11 LOOMIS ST
    MONTPELIER,VT05602     		N/A 509a1 General Unrestricted 500
    VERMONT LAND TRUST INC
    8 BAILEY AVE
    MONTPELIER,VT05602     		N/A 509a2 General Unrestricted 1,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446     		N/A 509a1 General Unrestricted 500
    VERMONT STUDIO CENTER INC
    PO BOX 613
    JOHNSON,VT05656     		N/A 509a1 General Unrestricted 2,500
    WASHINGTON CAMPUS INC
    1150 18TH ST NW STE 400
    WASHINGTON,DC20036     		N/A 509a1 General Unrestricted 20,000
    WEST COAST CIVIC BALLET INC
    1370-O BLVD OF THE ARTS
    SARASOTA,FL34236     		N/A 509a1 General Unrestricted 1,000
    WESTCOAST THEATRE TROUPE OF FLORIDA INC
    PO BOX 1086
    SARASOTA,FL34230     		N/A 509a1 General Unrestricted 1,000
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A 509a1 General Unrestricted 1,000
    Total .................................bullet 3a 124,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 112,414  
    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 -35,568  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1 Inc/Loss     14 551  
    bRIC Income     14 16,065  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   93,462  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1393,462
    (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: 12000057
    Software Version: 12.19.1011.1
    Part VI Line 7 - Tax Paid Original Return: 23046


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         1,802,429 1,837,997     -35,568  

    TY 2012 GeneralExplanationAttachment
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CALVERT SOCIAL INVT FNDTN 0.50 06/15/2013 100,005 100,000

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    228 shares of 3M CO 21,398 21,170
    392 shares of ACORDA THERAPEUTICS, INC. 10,555 9,745
    444 shares of ADOBE SYSTEMS, INC. 13,544 16,730
    151 shares of AEGERION PHARMACEUTICALS INC 2,605 3,832
    154 shares of AGILENT TECHNOLOGIES INC 6,039 6,305
    2800 shares of AIA GROUP 10,840 10,808
    11175 shares of ALLIANZ FIXED INCOME SHARES SERIES C 147,581 150,863
    13000 shares of ALLIANZ FIXED INCOMESHARES SERIES M 138,057 145,860
    925 shares of ALLIANZ SE ADR 11,236 12,784
    433 shares of ALNYLAM PHARMACEUTICALS, INC 6,224 7,902
    1052 shares of ALTERA CORPORATION 39,655 36,178
    51 shares of AMAZON COM 9,674 12,794
    56 shares of AMER SCI ENGINEERING INC 4,960 3,652
    400 shares of AMERICAN CAPITAL AGENCY CORP. 12,028 11,560
    361 shares of AMERICAN EXPRESS CO 19,520 20,750
    53 shares of AMERICAN STATES WATER CO 1,799 2,543
    240 shares of ANALOG DEVICES INC. 9,804 10,094
    685 shares of ANNALY MTG MGMT INC. COM 12,031 9,617
    161 shares of APOGEE ENTERPRISES, INC. 2,146 3,859
    213 shares of ARCELOR MITTAL 4,252 3,721
    528 shares of ASAHI GLASS ADR 6,608 3,849
    62 shares of ASML HOLDING NV NY REG SHS 4,213 3,992
    186 shares of ATLAS COPCO AB A SHS ADR 4,293 5,182
    1073 shares of ATMEL CORPORATION 9,302 7,028
    325 shares of AUSTRALIA N Z ADS 7,024 8,567
    223 shares of AVAGO TECHNOLOGIES LIMITED 7,408 7,058
    145 shares of AVERY DENNISON CORP 6,080 5,063
    260 shares of AXA ADS 3,586 4,737
    153 shares of BANK OF HAWAII CORP 7,216 6,740
    558 shares of BARCLAYS PLC ADR 8,117 9,665
    78 shares of BASF AG SPONS ADR 6,624 7,410
    133 shares of BAXTER INTERNATIONAL INC. 7,353 8,866
    80 shares of BAYER A G SPONSORED ADR 5,386 7,674
    589 shares of BBCN 6,569 6,815
    250 shares of BECTON DICKINSON CO 21,720 19,548
    1254 shares of BG GROUP PLC ADS 26,994 20,954
    93 shares of BIO RAD LABS INC CL A 10,122 9,770
    91 shares of BIOMED RLTY TR INC 1,761 1,759
    111 shares of BLACKBAUD INC 3,153 2,534
    68 shares of BLACKROCK INC 12,255 14,056
    365 shares of BNP PARIBAS SPONS ADR 9,451 10,662
    213 shares of BORG WARNER INC. 13,178 15,255
    1065 shares of BOSTON SCIENTIFIC 7,272 6,102
    124 shares of BOTTOMLINE TECHNOLOGIES, INC. 3,065 3,272
    375 shares of BRANDYWINE RLTY TR 4,546 4,571
    23 shares of BRITISH AMERICAN TOBACCO PLC 2,009 2,329
    415 shares of BROADRIDGE FINANCIAL SOLUTIONS 9,394 9,495
    678 shares of BRUKER CORPORATION 10,405 10,331
    545 shares of CABLEVISION SYSTEMS CORP CL A 11,375 8,142
    202 shares of CALGON CARBON CP 3,383 2,864
    330 shares of CAMERON INTERNATIONAL CORP 16,837 18,632
    189 shares of CANON INC. 8,055 7,411
    102 shares of CANTEL MEDICAL CORPORATION 1,667 3,032
    75 shares of CARBO CERAMICS INC 10,549 5,876
    231 shares of CENTRICA PLC S/ADR 4,537 5,082
    351 shares of CHINA CONSTRUCT UNSPON ADR 4,994 5,634
    120 shares of CHUBB CORP 7,831 9,038
    126 shares of CIELO SA ADR 3,397 3,635
    268 shares of CIMAREX ENERGY CO 20,636 15,472
    344 shares of CINEMARK HOLDINGS INC 7,061 8,937
    131 shares of CLARCOR INC 5,627 6,259
    95 shares of CLOROX CO 6,731 6,956
    244 shares of CME GROUP, INC 13,827 12,363
    26 shares of CNOOC LTD ADS 4,735 5,720
    138 shares of COHEN STEERS INC 4,564 4,205
    47 shares of COHERENT INC CAL 2,628 2,380
    61 shares of COLUMBIA SPORTSWEAR CO. 3,436 3,255
    267 shares of COMMERCIAL METALS 3,983 3,968
    66 shares of COMMVAULT SYSTEMS, INC. 2,435 4,598
    698 shares of COMPASS GROUP PLC ADR 7,606 8,362
    62 shares of COMPUTER PROGRAMS AND SYSTEMS, INC 3,590 3,121
    134 shares of CORESITE REALTY CORPORATION 3,573 3,706
    70 shares of CORP OFFICE PPTY TR 2,369 1,749
    340 shares of COVIDIEN LTD 18,662 19,632
    297 shares of CREDIT SUISSE GROUP ADR 6,863 7,294
    129 shares of CUBIST PHARMACEUTICALS, INC. 5,470 5,424
    583 shares of DANAHER CORP 30,833 32,590
    160 shares of DARLING INTERNATIONAL INC 2,765 2,566
    114 shares of DAWSON GEOPHYSICAL COMPANY 2,488 3,007
    131 shares of DIGITAL RLTY TR INC 9,567 8,894
    180 shares of DIME COMMUNITY BANCSHARES INC 2,497 2,500
    94 shares of DORMAN PRODUCTS INC COMMON STOCK 2,322 3,322
    139 shares of DUKE ENERGY CO 7,792 8,868
    230 shares of DUPONT FABROS TECHNOLOGY INC COM 5,645 5,557
    248 shares of EAST WEST BANCORP, INC. 5,122 5,330
    196 shares of ECOLAB INC 9,613 14,092
    220 shares of ENDURANCE SPCLTY HLDGS LTD 9,351 8,732
    313 shares of ENI S.P.A. 13,524 15,381
    105 shares of ENTERGY CORP 7,254 6,694
    683 shares of ERICSSON L M TEL CO 6,790 6,898
    72 shares of ESCO TECH INC 2,670 2,694
    228 shares of EXELON CORPORATION 9,329 6,781
    241 shares of EXPERIAN GROUP LTD S/ADR 3,164 3,870
    862 shares of FIAT INDUSTRIAL 10,594 9,335
    145 shares of FINANCIAL ENGINES INC COM 3,225 4,022
    275 shares of FIRST AMERICAN CORP 4,336 6,625
    68 shares of FIRST FINANCIAL BANKSHARES, INC. 2,504 2,653
    58 shares of FRANKLIN ELECTRIC CO., INC 3,282 3,598
    159 shares of GDF SUEZ SP ADR 5,202 3,345
    70 shares of GENESEE 4,036 5,326
    158 shares of GENTHERM INC 2,600 2,101
    140 shares of GENUINE PARTS COMPANY 8,025 8,901
    52 shares of GEOSPACE TECHNOLOGIES CORP 2,308 4,621
    84 shares of GILEAD SCIENCES INC 3,616 6,170
    66 shares of GLAXOSMITHKLINE PLC 2,837 2,869
    36 shares of GOOGLE INC CL A 18,767 25,466
    115 shares of GRACE W.R. CO. DE 5,126 7,731
    65 shares of GRAINGER W W INC. 9,590 13,154
    200 shares of H.J. HEINZ COMPANY 10,482 11,536
    180 shares of HAEMONETICS CP 6,042 7,351
    250 shares of HASBRO INC 11,433 8,975
    215 shares of HEALTH CARE PPTY INVS INC 7,955 9,709
    160 shares of HEALTH CARE REIT INC. 8,293 9,806
    115 shares of HEIDELBERGCEMENT 7,215 7,009
    229 shares of HEIDRICKSTRUGGLES INTL 3,434 3,495
    181 shares of HESS CORP 13,206 9,586
    74 shares of HIBBETT SPORTS, INC. 2,800 3,900
    145 shares of HITACHI LTD 8,921 8,545
    276 shares of HONDA MOTOR CO LTD 8,602 10,195
    379 shares of HSBC HLDGS PLC ADS 15,787 20,114
    98 shares of HUB GROUP, INC. 3,547 3,293
    705 shares of HUDSON CITY BANCORP INC COMMON 6,569 5,732
    199 shares of HUNT J B 10,619 11,882
    396 shares of HUTCHISON WHAMPOA LTD ADR 7,087 8,387
    82 shares of ICU MEDICAL, INC. 3,707 4,996
    146 shares of II VI INC 3,007 2,662
    108 shares of INDEPENDENT BANK CORP 3,114 3,127
    561 shares of INFINEON TECH ADS 3,873 4,533
    584 shares of ING GROUP N V SPONSORED ADR 4,456 5,542
    232 shares of INTERCONTINENTAL HOTELS GROUP PLC 5,141 6,454
    168 shares of INTERCONTINETALEXCHANGE INC 22,079 20,800
    76 shares of INTERDIGITAL COMMUNICATIONS CORP 3,466 3,123
    72 shares of INTERTEK GROUP UNSP ADR 3,281 3,655
    268 shares of INTESA SANPAOLO S/ADR 2,569 2,852
    599 shares of INVESCO PLC 15,023 15,628
    78 shares of IPG PHOTONICS CORP 3,421 5,199
    158 shares of IROBOT CORPORATION 4,089 2,961
    55 shares of ITC HOLDINGS CORP 4,291 4,230
    113 shares of J2 GLOBAL INC 3,189 3,458
    13579 shares of JP MORGAN INTERNATIOAL VALUE SMA FUND 176,696 159,688
    346 shares of KAO CORP ADR 8,752 8,986
    427 shares of KDDI CP UNSP ADR 6,799 7,524
    169 shares of KELLOGG CO 8,398 9,439
    508 shares of KONINKLIJKE DSM NV ADR 6,476 7,894
    63 shares of KRATON PERFORMANCE POLYMERS INCCOM 1,413 1,514
    28 shares of LANDAUR INC 1,621 1,714
    68 shares of LIFE TIME FITNESS 2,802 3,346
    68 shares of LINDSAY CORP 4,172 5,448
    94 shares of LIQUIDITY SERVICES INC 1,852 3,841
    127 shares of LUFKIN INDUSTRIES, INC. 9,001 7,383
    277 shares of LUNDIN PETE AB ORD 6,489 6,537
    106 shares of MT BANK CORP 7,820 10,438
    191 shares of MAKITA CORP 8,422 8,872
    163 shares of MARKETAXESS HOLDINGS, INC. 4,552 5,754
    22 shares of MASTERCARD INC 6,237 10,808
    275 shares of MATTELL INC. 7,277 10,071
    213 shares of MCCORMICK CO 10,437 13,532
    100 shares of MCKESSON CORP 8,480 9,696
    126 shares of MENS WEARHOUSE 4,080 3,926
    164 shares of MERIDIAN BIOSCIENCE INC. 3,662 3,321
    28 shares of MICROSTRATEGY INCORPORATED 3,438 2,615
    48 shares of MIDDLEBY CORPORATION 4,036 6,154
    623 shares of MILLER HERMAN INC. 14,970 13,370
    106 shares of MINERAL TECH INC 3,484 4,232
    607 shares of MITSUBISHI TOKYO FIN 2,985 3,290
    469 shares of MONDELEZ INTERNATIONAL INC 11,022 11,938
    150 shares of MYRIAD GENETICS, INC 3,720 4,088
    125 shares of N J RESOURCES CP 5,649 4,953
    342 shares of NATIONAL AUSTRALIA BK LTD 8,966 9,015
    765 shares of NATIONAL INSTRUMENTS CORPORATION 21,120 19,745
    90 shares of NATL FUEL GAS CO 4,784 4,562
    103 shares of NATURAL GAS SVCS GROUP 1,756 1,691
    59 shares of NEOGEN CORPORATION 2,377 2,674
    197 shares of NESTLE S.A. 11,446 12,838
    123 shares of NETGEAR INC 4,342 4,850
    690 shares of NEW YORK COMNTY BANCORP INC. 10,862 9,039
    628 shares of NEWELL RUBBERMAID INC. 13,717 13,986
    405 shares of NEXEN INC 7,796 10,911
    185 shares of NIC INC 2,279 3,023
    257 shares of NIPPON TELEPHONE ADR 6,068 5,405
    265 shares of NISOURCE INC. 5,392 6,596
    299 shares of NISSAN MOTOR LTD ASR 5,302 5,708
    197 shares of NOBLE ENERGY INC. 16,470 20,043
    836 shares of NORDEA BANK AB SPON ADR 8,101 8,034
    115 shares of NORFOLK SOUTHERN CORP 7,986 7,112
    106 shares of NOVARTIS AG ADR 6,259 6,710
    214 shares of NOVOZYMES A/S UNSP/ADR 7,229 6,056
    135 shares of NXP SEMICONDUCTORS 3,344 3,553
    221 shares of OREILLY AUTOMOTIVE INC. 18,239 19,762
    660 shares of OLD REP INTL CORP 7,631 7,029
    175 shares of OMNICOM GROUP 7,692 8,743
    242 shares of ORICA LIMITED 6,640 6,340
    270 shares of ORIX CORP ADS 13,863 15,293
    255 shares of OWENS CORNING 8,664 9,432
    300 shares of PALL CP 17,243 18,078
    281 shares of PEARSON PLC 5,373 5,491
    418 shares of PETROBANK ENERGY RES 5,889 5,166
    43736 shares of PIMCO UNCONSTRAINED BOND FUND CLASS A 486,591 502,086
    182 shares of PLANTRONICS INC. 6,693 6,710
    159 shares of PNC FINANCIAL GROUP INC. 10,068 9,271
    420 shares of POLYCOM, INC. 4,532 4,393
    151 shares of POWER INTEGRATIONS, INC. 5,681 5,075
    120 shares of PRAXAIR INC. 12,263 13,134
    642 shares of PREMIER OIL SPON ADR 4,252 3,608
    348 shares of PROCTER GAMBLE CO 22,997 23,626
    1270 shares of PROGRESSIVE CORP OHIO 25,785 26,797
    661 shares of PRUDENTIAL PLC SC 15,584 18,872
    271 shares of PT BANK RAKYAT ADR 3,670 3,930
    91 shares of QUAKER CHEM CP 3,684 4,901
    197 shares of QUALITY SYSTEMS, INC. - COMMON STOCK 7,328 3,420
    315 shares of REGAL ENTERTAINMENT 4,370 4,394
    209 shares of REPSOL YPF S A SPND ADR 5,351 4,368
    137 shares of RIO TINTO PLC SPONSORED ADR 6,533 7,958
    530 shares of ROCHE HOLDING LTD ADR 22,693 26,765
    85 shares of ROCKWELL COLLINS INC 5,283 4,944
    113 shares of ROYAL BANK OF CANADA 6,033 6,814
    237 shares of ROYAL DUTCH SHELL PLC 7,597 16,341
    231 shares of RPC INC 2,621 2,827
    375 shares of SANOFI-AVENTIS SPONSORED ADR 13,812 17,768
    100 shares of SAP AKTIENGESELL ADS 6,043 8,038
    451 shares of SAPIENT CORPORATION 6,330 4,763
    337 shares of SBERBANK SPONSORED ADR 3,908 4,101
    190 shares of SCANNA CORPORATION 7,992 8,672
    874 shares of SCHNEIDER ELEC UNSP/ADR 12,538 12,926
    360 shares of SCRIPPS NETWORKS INT 15,971 20,851
    182 shares of SELECT COMFORT CORPORATION 3,168 4,763
    135 shares of SEMPRA ENERGY COM 7,436 9,577
    619 shares of SERVICESOURCE INTERNATIONAL 4,704 3,621
    406 shares of SGS SA UNSP ADR 7,746 9,046
    373 shares of SHIN-ETSU CHEMICAL C 4,634 5,662
    93 shares of SIGNATURE BANK 5,097 6,635
    89 shares of SIMPSON MANUFACTURING CO INC 2,419 2,918
    361 shares of SKYWORKS SOLUTIONS, INC 7,158 7,328
    429 shares of SOCIETE GENERLE FRNCE ADR 3,267 3,355
    108 shares of SODASTREAM INTERNATIONAL LTD 4,059 4,848
    225 shares of SONOCO PRODUCTS COMPANY 6,897 6,689
    63 shares of SOUTH JERSEY INDS INC 3,489 3,171
    115 shares of SPDR GOLD TR GOLD SHS 16,852 18,632
    222 shares of SPIRIT AIRLINES INC 3,899 3,936
    220 shares of ST. JUDE MED INC. 11,422 7,951
    404 shares of STATOIL ASA ADS 10,740 10,116
    442 shares of SUMITOMO CORP S/ADR 5,876 5,684
    2872 shares of SUMITOMO MITSUI FINCL GRP 18,373 21,080
    215 shares of SUN COMMUNITIES INC 8,486 8,576
    380 shares of SUNTRUST BKS INC 7,240 10,773
    83 shares of SVB FINANCIAL GROUP 4,738 4,646
    579 shares of SWEDBANK AB S/ADR 8,938 11,464
    441 shares of SYMANTEC CORP 7,853 8,300
    45 shares of SYNTEL INC 2,767 2,413
    305 shares of SYSCO CORP 9,362 9,656
    226 shares of TARGET CORPORATION 11,200 13,372
    149 shares of TEAM, INC. 3,523 5,668
    50 shares of TECHNE CORPORATION 3,480 3,417
    243 shares of TECHNIP ADS 6,226 7,161
    158 shares of TECK COMINCO LIMITED CL B SV 8,450 5,743
    405 shares of TECO ENERGY INC. 7,096 6,788
    168 shares of TELENOR ASA S/ADR 8,243 10,204
    315 shares of TELEPHONE DATA SYS INC. 8,859 6,974
    137 shares of TENNECO INC 4,104 4,810
    53 shares of TEVA PHARMECEUTICAL SP ADR 2,200 1,979
    102 shares of TEXAS CAPITAL BANCSHARES, INC. 2,509 4,572
    1132 shares of TEXAS INSTRUMENTS INC. 36,531 34,967
    260 shares of THE BABCOCK AND WILCOX COMPANY 7,337 6,812
    60 shares of THE FRESH MARKET INC 2,411 2,885
    27 shares of THE HAIN CELESTIAL GROUP, INC 898 1,464
    209 shares of THE JM SMUCKER COMPANY 15,596 18,024
    130 shares of THORATEC LABS CORPORATION 4,471 4,878
    335 shares of TOKYO GAS CO LTD ADR 6,606 6,137
    88 shares of TOYOTA MTR CORP 7,154 8,206
    113 shares of UMB FINANCIAL CORPORATION 4,698 4,952
    423 shares of UMPQUA HOLDINGS CORPORATION 4,702 4,987
    689 shares of UNILEVER N V N Y 22,153 26,389
    89 shares of UNITED NATURAL FOODS, INC 3,771 4,770
    517 shares of US BANCORP DEL 14,159 16,513
    129 shares of VAIL RESORTS INC 5,367 6,978
    62 shares of VITAMIN SHOPPE INC 2,738 3,556
    663 shares of VODAFONE GROUP PLC 18,050 16,701
    222 shares of VOLKSWAGEN AG SPONS ADR 6,699 9,650
    103 shares of WATTS WATER TECHNOLOGIES INC 3,654 4,428
    38 shares of WEIGHT WATCHERS INTL 1,910 1,990
    122 shares of WEST PHARMA SVCS INC 5,656 6,680
    89 shares of WEX INC 4,439 6,708
    91 shares of WILEY JOHN SONS INC CL A 4,617 3,543
    118 shares of WOLVERINE WORLDWIDE 4,459 4,836
    245 shares of XCEL ENERGY INC 6,140 6,544
    1155 shares of XEROX CP 11,775 7,877
    1770 shares of XSTRATA PLC UNSP/ADR 6,237 6,053
    107 shares of ZIMMER HOLDINGS INC 857 7,133
    114 shares of ZURICH INS GROU ADR 2,860 3,055

    TY 2012 InvestmentsOtherSchedule2
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LAZARD LTD   15,558 16,203
    OCONNOR FUND OF FUNDS MULTI-STRATEGY   1,116,065 1,089,003

    TY 2012 OtherExpensesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 22,376     22,376
    Bank Charges 473 473    
    K-1 Exp LAZARD LTD 3 3    
    Premium Payment for Indemnification Insurance 850     850
    IRS Application Fee 850     850


    TY 2012 OtherIncomeSchedule2
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss LAZARD LTD 551 551  
    RIC Income OConnor Fund of Funds Multi Strategy 16,065 16,065  


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 35,053 35,053    


    TY 2012 TaxesSchedule
    Name:
    Seidman Family Foundation
    EIN: 13-6098204
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2012 900      
    Foreign Tax Paid 2,868 2,868