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
BRIAN & JOELLE KELLY FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)225 HIGHWAY 35   Room/suite
City or town, state, and ZIP code
RED BANK, NJ07701
A Employer identification number

26-6139249
B Telephone number (see instructions)

(732) 345-8300
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$17,887,215J 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) 1,496,400
2 Check bullet
3 Interest on savings and temporary cash investments 4,068 4,068 4,068
4 Dividends and interest from securities...... 125,258 125,258 125,258
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,072
b Gross sales price for all assets on line 6a 10,074
7 Capital gain net income (from Part IV, line 2)... 10,072
8 Net short-term capital gain......... 872
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,635,798 139,398 130,198
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 31,804     31,804
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 560 560    
b Accounting fees (attach schedule)....... Click to see attachment 18,523 383   18,140
c Other professional fees (attach schedule).... Click to see attachment 24,593 24,593    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,712 232   4,480
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3,977 93   3,884
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,169 25,861   58,308
25 Contributions, gifts, grants paid........ 990,207 990,207
26 Total expenses and disbursements. Add lines 24 and 25 1,074,376 25,861   1,048,515
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 561,422
b Net investment income (if negative, enter -0-) 113,537
c Adjusted net income (if negative, enter -0-)... 130,198
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.......... 8,834,693 8,304,918 8,304,918
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 8,216,011 8,094,308 8,094,308
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,386,607 1,487,988 1,487,988
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment120 Click to see attachment1 Click to see attachment1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,437,431 17,887,215 17,887,215
Liabilities 17 Accounts payable and accrued expenses.......... 1,975 1,723
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 18,534 172
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment501  
23 Total liabilities (add lines 17 through 22).......... 21,010 1,895
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 18,416,421 17,885,320
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 18,416,421 17,885,320
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 18,437,431 17,887,215
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 18,416,421
2 Enter amount from Part I, line 27a..................... 2 561,422
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 268
4 Add lines 1, 2, and 3.......................... 4 18,978,111
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,092,791
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 17,885,320
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 CEFI K-1-GAIN COLLATERAL CONTRACT (11-C) P 2011-01-01 2012-12-31
b CEFI K1-L/T CAP LOSS (9a) P 2011-01-01 2012-12-31
c CEFI K1- S/T CAP GAIN (8) P 2012-01-01 2012-12-31
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 9,202     9,202
b     2 -2
c 872     872
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       9,202
b       -2
c       872
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 10,072
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 3 872
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 960,420 18,740,607 0.05125
2010 638,864 18,449,780 0.03463
2009 126,012 13,385,248 0.00941
2008 19,700 2,155,965 0.00914
2007      
2 Total of line 1, column (d) ...................... 2 0.10443
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.02611
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 17,719,639
5 Multiply line 4 by line 3....................... 5 462,607
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,135
7 Add lines 5 and 6......................... 7 463,742
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,048,515
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 1,135
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 1,135
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 1,135
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 3,981
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 3,981
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,846
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet2,846 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    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 addressbulletN/A
    14
    The books are in care ofbulletCHADWICK & COMPANY CPA PC Telephone no.bullet (732) 345-8300
    Located atbullet225 HIGHWAY 35 SUITE 102CRED BANKNJ ZIP+4bullet07701
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOELLE S KELLY Trustee
    2.00     		0    
    C/O CHADWICK CO 225 ROUTE 35
    RED BANK,NJ07701
    BRIAN G KELLY Trustee
    6.00     		0    
    C/O CHADWICK CO 225 ROUTE 35
    RED BANK,NJ07701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,417,026
    b
    Average of monthly cash balances.......................
    1b
    8,572,455
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,989,481
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    17,989,481
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    269,842
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,719,639
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    885,982
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    885,982
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,135
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,135
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    884,847
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    884,847
    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
    884,847
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,048,515
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,048,515
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,135
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,047,380
    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 7 884,847
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 883,775
    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.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,048,515
    a Applied to 2011, but not more than line 2a 883,775
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 164,740
    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 ...........     		 
    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 ..........     		720,107
    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
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DIABETES RESEARCH INSTITUTE DRIF
    200 S PARK RD STE 100
    HOPLLYWOOD,FL33021     		None   DRIF MISSION IS TO CURE DIABETES. 25
    ZEUNER FOUNDATION
    59 WASHINGTON CT
    LIVINGSTON,NJ07039     		None   ASSISTANCE TO CANCER PATIENTS AND THEIR FAMILIES. 75,000
    WORLD VISION
    300 I STREET NE
    WASHINGTON,DC20002     		None   World Vision is a Christian relief, development and advocacy organization dedicated to working with children, families and communities to overcome poverty and injustice. 200
    UNITED CEREBRAL PALSY OF ORANGE COU
    980 ROOSEVELT STE 100
    IRVINE,CA92620     		None   To educates, advocates and provides support services to ensure a life without limits for people with a spectrum of disabilities. 6,000
    THOMAS H BOWDEN JR MEMORIAL FUND
    PO BOX 8014
    GLEN RIDGE,NJ07028     		None   Thomas Bowden scholarships were awarded in honor of Tommy's memory and a special tribute ot all the victims in the Twin Towers on September 11th. 250
    THE PATRIOT ANNUAL FUND
    PO BOX 507
    CHATTANOOGA,TN37401     		None   The Patriot Post's mission is to advocate for Essential Liberty, the restoration of constitutional limits on government and the judiciary, and to promote free enterprise, national defense and traditional American values. 700
    THE KITCHEN AT ST MARK'S INC
    PO BOX 193
    KEANSBURG,NJ07734     		None   Operated as a soup kitchen and food pantry out of the parish hall of St. Marks' Church. 100
    THE INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD STE 900
    ARLINGTON,VA22203     		None   Through strategic litigation, training, communication, activism and research, the Institute for Justice advances a rule of law under which individuals can control their destinies as free and responsible members of society. 100
    THE FRIEDMAN FOUNDATION
    ONE AMERICAN SQUARE STE 2420
    INDIANAPOLIS,IN46282     		None   To promote universal school choice as the most effective and equitable way to improve the quality of K-12 education in America. 450
    THE BARTON CENTER FOR DIABETES EDUC
    30 ENNIS RD PO BOX 356
    N OXFORD,MA01537     		None   A year round camp, retreat and conference center where education, recreation and share experiences combine to support and motivate children with diabetes and their families. 5,000
    TAX FOUNDATION
    529 14TH ST NW STE 420
    WASHINGTON,DC20045     		None   To provide and work for simple, sensible tax policy at the federal, state, and local level. Informing the public about the size of tax burdens and providing economically principled analysis of tax policy issues. 100
    ST PATRICK ASSUMPTIONALL SAINTS
    492 BRAMHALL AVE
    JERSEY CITY,NJ07304     		None   To welcome, encourage, nourish, minister, and educate within the framework of Christs living presence in the Eucharist and in the sacramental life and ministries of the Church. 100
    SIMUNYE YOUTH DEVELOPMENT PROJECT
    PO BOX 231
    WEENEN   3325
    SF     		None   To support out of school, unemployed youth through life skills training,community service opportunities and techncial skills training. Providing the skills they need to reach their full potential and to begin finding meaningful employment. 3,500
    SARCOMA FOUNDATION OF AMERICA
    9899 MAIN ST STE 204
    DAMASCUS,MD20872     		None   To advocate and fund sarcoma research and conduct education and increase public awareness. 500
    SAINT AIDANS
    505 WILLIS AVENUE
    WILLISTON,NY11596     		None   To nurturing life-long faith formation, fostering lay leadership, promoting social justice, engaging our youth in every aspect of parish life, and offering care and compassionate service to all. 1,350
    ROSCOMMON MAYO HOSPICE
    CLOONADRA RD 6099
    BALLYLEAGUE LANESBOR,ROSCOMMON  
    EI     		None   To provide care and support to meet the physical and emotional needs of patients and their families living with life threatening illnesses. The Service enables patients to live out the remainder of their lives in comfort and dignity. The Palliative Care Service is provided free of charge to all. 1,000
    REVLON WALK LA
    PO Box 742297
    Los Angeles,CA90074     		None   To support pioneering research, deliver diagnostic treatment services for medically under-served women, and provide psycho-social & financial support to women facing cancer. 200
    RELIGIOUS OF THE SACRED HEART OF MA
    50 WILSON PARK DR
    TARRYTOWN,NY10591     		None   To provide religious resources and service where most in need of justice, especially to the women and children, for their own development and liberation. 5,000
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		None   To support the meticulous preservation and continuing care of the building and its innovative, immersive and ground-breaking arts and educational programming. 250
    PARALYZED VETERANS OF AMERICA
    7 MILLBROOK ROAD
    WILTON,NH03086     		None   To change lives and build brighter futures for the seriously injured veterans and people with disabilities, and their families, have eveything they need to live full and productive lives. 100
    OPERATION GRADUATION
    15000 TROJAN ST
    DETROIT,MI48235     		None   To implementing a comprehensive and Capital Campaign to raise funds for the Jalen Rose Leadership Academy. Its mission is to create life-changing opportunities for underserved youth in the Detroit area through scholarships and educational programs. 200
    NYAC ATHLETE'S FUND
    180 CENTRAL PARK SO
    NEW YORK,NY10019     		None   Supporting participants in the Summer Olympics every four years by assisting athletes during their training and trial period prior to being chosen as members of the U.S. Olympic Team, and supporting worthy organizations that assist needy and disadvantaged inner-city youth through sports. 500
    NJ STATE COUNCIL KNIGHTS OF COLUMBU
    PO BOX 38
    CALIFON,NJ07830     		None   To support its members in their faith; provide support for their families; and direct their charity to the needs of the less fortunate. 50
    MGH IMMUNOBIOLOGY LABORATORY
    MA GENERAL HOSP BLDG 149 13TH ST
    CHARLESTOWN,MA02129     		None   Massachusetts General Hospital conducts major researches in AIDS, cardiovascular research, cancer, computational and integrative biology, cutaneous biology, human genetics, medical imaging, neurodegenerative disorders, regenerative medicine, systems biology, transplantation biology and photomedicine. 175
    AVON WALK FOR BREAST CANCER
    777 THIRD AVE 5TH FLOOR
    NEW YORK,NY10017     		None   To fund breast cancer researach, offer life saving information and direct services to save lives. 250
    ARCHIDIOCESAN STEWARDSHIP APPEAL
    1011 FIRST AVE STE 1410
    NEW YORK,NY10022     		None   To supports the work of the Catholic Church in the Archdiocese of New York. All funds raised through the annual Appeal are used exclusively to support the ministries. 100
    AMERICAN DIABETES ASSOCIATION
    333 7TH AVE 1700
    NEW YORK,NY10001     		None   The American Diabetes Associations mission is to prevent and cure diabetes and to improve the lives of all people affected by diabetes. 25
    MISSION OF MERCY
    215 ESSEX AVE
    SPRING LAKE,NJ07762     		None   Providing critical dental work, primarily tooth extractions, in impoverished villages. 1,000
    MAUI ARTS CULTURAL CENTER
    1 CAMERON WAY
    KAHULUI,HI96732     		None   To support the year-round programming, including arts education in our schools, Hawaiian cultural programs and events, and visual art exhibits. 5,000
    LIFEWAY NETWORK INC
    PO BOX 754215
    FOREST HILLS,NY11375     		None   LifeWay Network collaborates to combat human trafficking through safe housing and education. 100
    LEUKEMIA LYMPHOMA SOCIETY
    1311 MAMARONECK AVE STE 310
    WHITE PLAINS,NY10605     		None   LLS funds lifesaving blood cancer research around the world and provides free information and support services to patients throughout their cancer journey. 1,000
    JERRAMIAH T HEALY FOUNDATION INC
    PO BOX 411
    JERSEY CITY,NJ07303     		None   Grant for Jerramiah Healys foundation. 10,000
    JEANNE JUGAN RESIDENCE
    2999 SCHURZ AVE
    BRONX,NY10465     		None   Continuing the work of Saint Jeanne Jugan, its mission is to offer the neediest elderly of every race and religion a home where they will be welcomed as Christ, cared for as family and accompanied with dignity until God calls them to himself. 100
    HUMAN RIGHTS FIRST
    333 SEVENTH AVE 13TH FLOOR
    NEW YORK,NY10001     		None   Human Rights First is an independent advocacy and action organization that challenges our country to live up to its ideals. We press American institutionsincluding government and businessto respect human rights, seeking to close the gap between values and action. 1,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE ST
    HILLSDALE,MI49242     		None   The Institutional Advancement Office raises private funding for all aspects of Hillsdale College so that its historic mission of independence and excellence will be preserved. 100
    GUARDIAN ANGEL SERVICE DOGS
    5 TIMBERLINE ROAD
    BAYVILLE,NJ08721     		None   Provides Diabaetes Awareness Dog, a dog that is trained to alert if the child's blood glucose levels dip too low or spike too high. 500
    GIRL SCOUTS OF GREATER NEW YORK
    43 WEST 23RD ST
    NEW YORK,NY10010     		None   To support scout's mission of providing & investing in girls, improves economic development, social progress enable them grow into active & engaged members of their communities. 1,000
    DIABETES UK CENTRAL OFFICE
    MACLEOD HOUSE 10 PARKWAY
    LONDON,ENGLANDNW1TAA
    UK     		None   Diabetes UK is the leading charity that cares for, connects with and campaigns on behalf of every person affected by or at risk of diabetes. 25
    COMPETIVE ENTERPRISE INSTITUTE
    1899 L ST NW 12TH FLOOR
    WASHINGTON,DC20036     		None   A non-profit public policy organization dedicated to advancing the principles of limited government, free enterprise, and individual liberty. Advocate for freedom on a wide range of critical policy issues, including energy, environment, business and finance, technology, telecommunications, and food and drug regulation. 200
    CLUB FOR GROWTH
    2001 L ST NW STE 600
    WASHINGTON,DC20036     		None   To promote Club's philosophy and positions on limiting the role and cost of government to its legitimate functions and seek economic freedom. 150
    CENTRAL PARK CONSERVANCY
    14 E 60TH STREET
    NEW YORK,NY10022     		None   The Conservancy's mission is to restore, manage and enhance Central Park, in partnership with the public, for the enjoyment of present and future generations. Including the restoration of Grand Army Plaza. 5,250
    BOYS TOWN
    100 FLANAGAN BLVD
    BOYS TOWNE,NE68010     		None   To provide the right care and help the abused and neglected children, broken and struggling families in communities across America. 100
    AMERICAN COUNCIL ON SCIENCE HEALTH
    1995 BROADWAY STE 202
    NEW YORK,NY10023     		None   ACSH is a consumer health education and advocacy organization based in New York City.To ensure that peer-reviewed mainstream science reaches the public, the media, and the decision-makers who determine public policy. 100
    JUSTGIVE
    312 SUTTER STREET SUITE 410
    SAN FRANCISCO,CA94108     		None   To increase charitable giving by connecting people with the charities and causes they care most about. To make charitable giving a part of everyday life for online donations. 102
    EXTRA LIFE-Children Miracle Network
    205 West 700 South
    Salt Lake City,UT84101     		None   Raises money to help kids at Children's Miracle Network hospitals. Provided games, toys and books to children's hospitals through Child's Play, provided meals for hundreds, if not thousands, through the World Food Programme and worked to improve life for people in developing nations through UNICEF. 300
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		None   To raise awareness and enlist the public's aid for the needs of injured service members.To help injured service members aid and assist each other. To provide unique, direct programs and services to meet the needs of injured service members. 600
    THE DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		None   Is to develop and implement cost-effective, holistic programs that meet the needs of a diverse population working to break the cycles of homelessness, addiction, and criminal recidivism. 600
    THE CHURCH OF SAINT VINCENT FERRER
    869 LEXINGTON AVE
    NEW YORK,NY10065     		None   Is a Roman Catholic parish and its members work in charitable efforts like local shelters and food pantries. They are also involved in interfaith lobbying for affordable housing in Manhattan. 680
    STATE POLICY NETWORK
    2020 NORTH 14TH ST STE 250
    ARLINGTON,VA22201     		None   SPN providing programs to better educate local citizens, policy makers and opinion leaders about market-oriented alternatives to state and local policy challenges. 700
    KNIGHTS OF COLUMBUS
    WOPO BOX 3202 TCB
    WEST ORANGE,NJ07052     		None   To support its members in their faith; provide support for their families; and direct their charity to the needs of the less fortunate and the Church. 100
    DIABETES RESEARCH INSTITUTE FDR DRI
    200 S PARK RD STE 100
    HOLLYWOOD,FL33021     		None   created by a small group of parents of children with diabetes - parents committed to finding a cure for this devastating disease. Driven by hope and fueled by the need to end their children's suffering, they banded together to support a promising research program at the University of Miami solely aimed at curing those living with diabetes. From providing the vital seed funding necessary to pursue innovative ideas, to bringing promising discoveries to patients now living with diabetes, the Foundation is a key to enabling the Diabetes Research Institute scientists to accelerate research. 50,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON RD STE 200
    BETHESEDA,MD20814     		None   To established and to provide the means to cure and control cystic fibrosis (CF). The Foundation provides information about cystic fibrosis and finances CF research that aims to improve the quality of life for people with the disease. The Foundation also engages in legislative lobbying for cystic fibrosis. 1,000
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		None   The Cato Institute is a public policy research organization a think tank dedicated to the principles of individual liberty, limited government, free markets and peace. Its scholars and analysts conduct independent, nonpartisan research on a wide range of policy issues. 200
    MEMORIAL SLOAN-KETTERING CANCER CEN
    1275 YORK AVENUE
    NEW YORK,NY10065     		None   To provide resources crucial to every front in the fight against cancer, from groundbreaking research to first-rate education to the design of innovative and effective new therapies. 25,000
    SPRING LAKE FIRE COMPANY NO1
    1007 FIFTH AVENUE
    SPRING LAKE,NJ07762     		None   To serve and help protect the residents of Spring Lake and neighboring towns 100
    SAINT IGNATIUS LOYOLA SCHOOL
    48 EAST 84TH STREET
    NEW YORK,NY10028     		None   Committed to the education of the whole child by meeting the spiritual, intellectual, social, and emotional needs of each individual. 50,750
    ST ANTHONY HIGH SCHOOL
    175 8TH STREET
    JERSEY CITY,NJ07302     		None   To encourage effective development and promote the students fullest aesthetic growth by fostering, within the curriculum and extra-curricular activities, an appreciation of individual worth. 5,000
    RUTGERS UNIVERSITY FOUNDATION
    7 COLLEGE AVENUE WINANTS HALL
    NEW BRUNSWICK,NJ08901     		None   Pursuit of excellence in education, research, and public service. To provide the bridge between donors and the schools and programs, faculty, and students that make up this university. To help match caring people with satisfying and meaningful opportunities to make gifts that have an impact on Rutgers.The Joseph Nestor Memorial Scholarship at Rutgers University provides scholarships to full time undergraduate students based on academic merit and financial need. 10,000
    MARYMOUNT SCHOOL OF NY
    1026 FIFTH AVENUE
    NEW YORK,NY10028     		None   Marymount prepares students to become leaders and advocates for positive changethrough its community service programs and a curriculum that encourages young women to challengethemselves, take risks, and innovate in order to achieve their goals and dreams 101,200
    MARINE CORPS HERITAGE FOUNDATION
    3800 FETTLER PARK DRIVE
    DUMFRIES,VA22025     		None   The Foundations mission is to preserve and propagate the history, traditions and culture of the Marine Corps as well as to educate all Americans 200
    IRISH AMERICAN CULTURAL INSTITUTE
    1 LACKAWANNA PLACE
    MORRISTOWN,NJ07960     		None   Promoting an intelligent appreciation of Ireland and the role and contributions of the Irish in America 1,000
    AUTISM SPEAKS
    1 EAST 33RD STREET 4TH FL
    NEW YORK,NY10016     		None   Nation's largest autism science and advocacy organization, dedicated to funding research into the causes, prevention, treatments and a cure for autism; increasing awareness of autism spectrum disorders; and advocating for the needs of individuals with autism and their families. 2,500
    ATLAS ECONOMIC RESEARCH FOUNDATION
    1201 L STREET NW
    WASINGTON,DC20005     		None   A non-profit organization in the United States which organizes and convenes workshops, offers training, runs prize programs, and provides advisory services in order to continue growing and strengthening an informal network of more than 400 free market think tanks in 84 different countries. 100
    AMERICAN CANCER SOCIETY-GARDNER REL
    350 PLANTATION STREET
    WORCESTER,MA01604     		None   The American Cancer Society is a nationwide, community-based voluntary health organization dedicated to eliminating cancer as a major health problem. Headquartered in Atlanta, Georgia, the ACS has 12 chartered Divisions, more than 900 local offices nationwide, and a presence in more than 5,100 communities. 350
    THE FUND FOR AMERICAN STUDIES
    1706 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20009     		None   To create a brighter, more prosperous future by preparing young people for leadership, teaching them the ideas of freedom and a free-market economy. 100
    ST ALOYSIUS SCHOOL
    223 WEST 132ND STRET
    NEW YORK,NY10027     		None   Dedicated to educating inner-city children at risk of not reaching their potential. To provide a comprehensive, academically challenging, literature-based program that includes support of the family and the whole child. 1,000
    St Ignatius Loyola Day Nursery
    240 East 84 Street
    New York,NY10028     		None   The Day Nursery offers a challenging preschool program that focuses on each childs uniqueness and their social, emotional and cognitive growth. 200
    Marine Sgt Eddie Ryan
    207 Wintish Road
    Ellenville,NY12428     		None   To help, aid and support wounded Marine Sgt. Eddie Ryan task of getting him back on his feet. 6,000
    Juvenile Diabetes Cure Alliance
    C/O 654 Madison Avenue Suite 1606
    New York,NY10065     		None   The organization is dedicated to finding a cure for juvenile diabetes. The organization will achieve its exempt purpose through developing innovative ideas and approaches to challenge and facilitate the research community to find a cure for juvenile diabetes. These approaches will include but not be limited to (i) internal projects to evaluate how juvenile diabetes research is being conducted and the effectiveness of the current research approach. (ii) develop programs to evaluate and identify the most promising juvenile diabetes research projects, (iii) develop programs to mobilize those interested in finding a cure for juvenile diabetes as one unified voice and economic resource to influence juvenile diabetes research for projects that show the greatest potential for a cure (iv)possibly providing grants to organizations conducting research and testing directing toward curing diabetes and (ii) possibly creating a platform to facilitate the development of a cooperative community center 500,000
    JDRF
    110 Riverside Drive Apt 3A
    New York,NY10024     		None   JDRF continues to make progress toward a cure for type 1 diabetes. Your donation will make a dramatic impact as JDRF moves life altering research out of the lab and into human clinical trials. Typically, more than 85 percent of JDRF's expenditures directly support research and research-related education. 125
    Immaculate Conception High School
    33 Cottage Place
    Montclair,NJ07042     		None   Gifts to the Annual Fund comprise our most significant source of support and are directed to areas with the greatest need and greatest potential for impact, including tuition assistance, technological advancements, faculty and curriculum development, and facility enhancements. 500
    Freedom Works
    601 Pennsylvania Ave NWN Bldg 700
    Washington,DC20004     		None   FreedomWorks recruits, educates, trains and mobilizes hundreds of thousands of volunteer activists to fight for less government, lower taxes, and more freedom. Seeking health care reforms and promote less government intervention. 100
    Franciscan Mission Associates
    PO Box 598
    Mount Vernon,NY10551     		None   Promotes information about and interest in the missionaries and their people - particularly in the Franciscan Missions of Central America, but also in the inner cities of the United States and Canada as well as every continent in the world. Our mission is: excellence in the provision of healthcare ... their family members, nursing associates, hospital associates. 100
    Fordham University
    888 7th Avenue 7th Floor
    New York,NY10102     		None   Enable Fordham Law School to support many of the activities of the school, including: the student journals,scholarships, and the public service activities. 62,500
    Church of St Ignatius Loyola
    980 Park Avenue
    New York,NY10028     		None   Operating within the framework of Ignatian spirituality and the Jesuit tradition, seek and shared ministry as a true community of disciples, gathered in prayer and worship, sharing the Universal Churchs mission of evangelization and service. To conduct and address social and health activities/issues in the community. 5,000
    Reserve Aid Inc
    PO Box 803451
    Dallas,TX75380     		None   Poviding financial support to the families of Reserve Service Members from all services, who have been called to active duty and are experiencing financial difficulty. 10,000
    NYPD Gaelic Football Club
    Manhattan College
    Bronx,NY10475     		None   The NYPD Gaelic Football Club is a nonprofit organization. We make annual contributions to several other charities including Project Children, the PBA Widows and Children Fund, and the Damian Meehan Foundation. 1,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		None   Working to make your voice heard in Washington, DC. Stay up-to-date on local and current events. 1,000
    Big Brothers Big Sisters
    174 Main Street
    Eatontown,NJ07724     		None   All Big Brothers Big Sisters organizations share one mission: to help at-risk young people achieve their full potential through professionally supported one-to-one mentoring with measurable outcomes. 250
    NAOMI BERRIE DIABETES CENTER
    1150 ST NICHOLAS AVENUE 168TH ST
    New York,NY10032     		None   The Naomi Berrie Diabetes Center at Columbia University Medical Center aim is to create a world-class center for diabetes care and research in New York City. In this time, the Berrie Center has become recognized nationally and internationally for excellence and innovation in patient care and research in diabetes and its allied disorders, and is well on its way to achieving our vision.Unrestricted gifts are used to support both our clinical and research programs, with 50% of the funds going to support the un-reimbursed clinical care of children and adults with diabetes, and 50% dedicated to basic and translational research programs aimed at ultimately curing diabetes. 25,000
    Total .................................bullet 3a 990,207
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 4,068  
    4 Dividends and interest from securities....     14 125,258  
    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         10,072
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   129,326 10,072
    13Total. Add line 12, columns (b), (d), and (e)..................
    13139,398
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID: 12000229
    Software Version: 2012v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
     
    Employer identification number

    26-6139249
    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
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
          		Employer identification number

    26-6139249
    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
    2
     
     

    BRIAN JOELLE KELLY    
    C/O CHADWICKCO 225 ROUTE 35N
       
    RED BANK, NJ   07701

    		$1,012,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    BRIAN JOELLE KELLY    
    C/O CHADWICKCO 225 ROUTE 35N
       
    RED BANK, NJ   07701

    		$480,000


    (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.)
    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
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
          		Employer identification number

    26-6139249
    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
    2
    		 220,000 Common Shares MCGC   $1,012,000 2012-12-20
    (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
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
          		Employer identification number

    26-6139249
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0

    TY 2012 AccountingFeesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CEFI-KI - LINE 13-K - ACCOUNTING 383 383 0 0
    Accounting 18,140 0 0 18,140

    TY 2012 LegalFeesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 560 560 0 0


    TY 2012 OtherDecreasesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 1,092,705
    50% MEALS 86


    TY 2012 OtherExpensesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRAVEL 337     337
    OFFICE SUPPLIES 258     258
    MEALS (50%) 86     86
    INSURANCE 3,203     3,203
    CEFI-KI - LINE 13-K - BSC -2 -2    
    BANK CHARGES 95 95    


    TY 2012 OtherIncreasesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Description Amount
    ACCRUED INTEREST INCOME 268


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEE 21,000 21,000 0 0
    CEFI-KI - LINE 13-K - PROFESSIONAL FEES 5 5 0 0
    CEFI-KI - LINE 13-K - MANAGEMENT FEE 3,588 3,588 0 0


    TY 2012 TaxesSchedule
    Name:
    BRIAN & JOELLE KELLY FAMILY FOUNDATION
    EIN: 26-6139249
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAX 750     750
    PAYROLL TAXES 3,730     3,730
    CEFI-KI - LINE 16-L 222 222    
    CEFI-K1-LINE 13-K 10 10