Form990-PF
Click to see list of attachments

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

Number and street (or P.O. box number if mail is not delivered to street address)4000 HOLLYWOOD BLVD   Room/suite
City or town, state, and ZIP code
HOLLYWOOD, FL33021
A Employer identification number

59-2532272
B Telephone number (see instructions)

(954) 985-2400
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$12,138,269J 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) 1,013,800
2 Check bullet
3 Interest on savings and temporary cash investments 10,342 10,342  
4 Dividends and interest from securities...... 55,044 55,044  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 255,308
b Gross sales price for all assets on line 6a 1,819,855
7 Capital gain net income (from Part IV, line 2)... 255,308
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 13,835 -36,857  
12 Total. Add lines 1 through 11........ 1,348,329 283,837  
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)....        
17 Interest............... 3,899 3,899    
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,849      
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 46,548 46,258   290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,296 50,157   290
25 Contributions, gifts, grants paid........ 625,346 625,346
26 Total expenses and disbursements. Add lines 24 and 25 683,642 50,157   625,636
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 664,687
b Net investment income (if negative, enter -0-) 233,680
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............... 257,565 1,276,767 1,276,767
2 Savings and temporary cash investments.......... 6,457,390 7,439,219 7,439,219
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)........ 2,594,447 1,321,230 1,547,224
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)........... 1,653,877 1,776,758 1,874,910
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment96,360 Click to see attachment149 Click to see attachment149
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,059,639 11,814,123 12,138,269
Liabilities 17 Accounts payable and accrued expenses..........   89,797
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)..........   89,797
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 11,059,639 11,724,326
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).................... 11,059,639 11,724,326
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 11,059,639 11,814,123
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 11,059,639
2 Enter amount from Part I, line 27a..................... 2 664,687
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 11,724,326
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 11,724,326
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 ADVANTAGE ADVISERS XANTHUS FUND LLC P 2011-01-01 2012-12-31
b ADVANTAGE ADVISERS XANTHUS FUND LLC P 2012-01-01 2012-12-31
c DLJ PRIVATE EQUITY PARTNERS FUND II LP P 2011-01-01 2012-12-31
d DLJ PRIVATE EQUITY PARTNERS FUND II LP P 2012-01-01 2012-12-31
e OPPENHEIMER PRIVATE EQUITY FUND I LP P 2011-01-01 2012-12-31
OPPENHEIMER PRIVATE EQUITY FUND I LP P 2012-01-01 2012-12-31
OPPENHEIMER WENTWORTH P 2011-01-01 2012-12-31
OPPENHEIMER SCHAFER P 2011-01-01 2012-12-31
OPPENHEIMER CAMBRIDGE P 2011-01-01 2012-12-31
OPPENHEIMER CAMBRIDGE P 2012-01-01 2012-12-31
VISTA LEVERAGED INCOME FUND P 2005-01-26 2012-06-16
CUBE DJ-UBS CI 05/01/12 P 2012-04-24 2012-07-24
CUBE DJ-UBS CI 05/28/13 P 2012-03-20 2012-07-24
CREDIT SUISSE SECURITIES P 2011-01-01 2012-12-31
(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 19,054     19,054
b 7,830     7,830
c 20,851     20,851
d 2,150     2,150
e 15,355     15,355
4,674     4,674
43,723   26,352 17,371
67,702   58,106 9,596
280,086   200,607 79,479
399,699   393,689 6,010
    260,793 -260,793
83,423   312,500 -229,077
72,873   312,500 -239,627
802,435     802,435
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       19,054
b       7,830
c       20,851
d       2,150
e       15,355
      4,674
      17,371
      9,596
      79,479
      6,010
      -260,793
      -229,077
      -239,627
      802,435
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 2 255,308
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 -448,040
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 540,711 11,567,072 0.04675
2010 467,461 11,312,530 0.04132
2009 564,778 9,051,898 0.06239
2008 654,903 11,180,200 0.05858
2007 224,440 14,170,879 0.01584
2 Total of line 1, column (d) ...................... 2 0.22488
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 0.04498
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 11,168,917
5 Multiply line 4 by line 3....................... 5 502,322
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,337
7 Add lines 5 and 6......................... 7 504,659
8 Enter qualifying distributions from Part XII, line 4.............. 8 625,636
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 2,337
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 2,337
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 2,337
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 5,601
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,101
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 30
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 6,734
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet6,734 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletZIPORA BEN-AVIV Telephone no.bullet (954) 985-2400
    Located atbullet4000 HOLLYWOOD BLVDHOLLYWOODFL ZIP+4bullet33021
    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
    HARVEY L LICHTMAN SEC/TREAS
    1.00     		0    
    641 NE 177TH STREET
    NORTH MIAMI BEACH,FL33162
    MATAN BEN-AVIV VP/DIR
    1.00     		0    
    4000 HOLLYWOOD BLVD SUITE 530N
    HOLLYWOOD,FL33021
    ZIPORA BEN AVIV PRES/DIR
    1.00     		0    
    1067 FORDHAM LANE
    WOODMERE,NY11598
    SISEL KLURMAN Pres Emerita
    0.00     		0    
    9999 COLLINS AVENUE 5A
    BAL HARBOUR,FL33154
    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
    3,455,032
    b
    Average of monthly cash balances.......................
    1b
    7,883,121
    c
    Fair market value of all other assets (see instructions)................
    1c
    849
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,339,002
    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
    11,339,002
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    170,085
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,168,917
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    558,446
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    558,446
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    2,337
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,337
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    556,109
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    556,109
    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
    556,109
    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
    625,636
    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
    625,636
    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
    2,337
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    623,299
    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 7 556,109
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 567,062
    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$ 625,636
    a Applied to 2011, but not more than line 2a 567,062
    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..... 58,574
    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 ..........     		497,535
    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
    FROM DLJ PRIVATE EQUITY PARTNERS II
    ONE MADISON AVENUE SIXTH FLOOR
    NEW YORK,NY10010     		NONE PUBLIC SOCIAL WELFARE 1
    FROM ADLER REAL ESTATE FUND K-1
    1400 NW 107 AVENUE
    MIAMI,FL33172     		NONE PUBLIC SOCIAL WELFARE 1
    WOUNDED WARRIORS PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC SOCIAL WELFARE 100
    US FRIENDS MENACHEM BEGIN HERITAGE
    3901 WEST 86 STREET
    INDIANAOLIS,IN46268     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 10,000
    THE SHUL
    9540 COLLINS AVENUE
    SURFSIDE,FL33154     		NONE PUBLIC RELIGIOUS 1,800
    ST JOHNS EPISCOPAL CHURCH
    2401 EAST BROAD STREET
    RICHMOND,VA23223     		NONE PUBLIC RELIGIOUS 1,000
    ROHR MIDDLE SCHOOL
    1025 NE 183 STREET
    NORTH MIAMI BEACH,FL33179     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 1,800
    PEF ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVENUE SUITE 607
    NEW YORK,NY10017     		NONE PUBLIC SOCIAL WELFARE 5,000
    NATIONAL PARKINSON FOUNDATION
    1501 NW 9 AVENUE
    MIAMI,FL33136     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    MUSCULAR DYSTROPHY ASSOCIATION
    PO BOX 78960
    PHOENIZ,AZ85062     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    MIAMI BEACH JEWISH COMMUNITY CENTER
    4221 PINE TREE DRIVE
    MIAMI BEACH,FL33140     		NONE PUBLIC SOCIAL WELFARE 720
    MEMORIAL SLOAN KETTERING CANCER CEN
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    MARCH OF DIMES
    1275 MAMARONECK AVENUE
    WHITE PLAINS,NY10605     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    MAKE A WISH OF SOUTHERN FLORIDA
    4491 S STATE ROAD 7 SUITE 201
    FORT LAUDERDALE,FL33314     		NONE PUBLIC SOCIAL WELFARE 100
    LEUKEMIA LYMPHOMA SOCIETY
    PO BOX 4072
    PITTSFIELD,MA01202     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    ISRAEL GUIDE DOG CENTER FOR THE BLI
    968 EASTON ROAD SUITE H
    WARRINGTON,PA18976     		NONE PUBLIC SOCIAL WELFARE 100
    ISRAEL CANCER RESEARCH FUND
    295 MADISON AVENUE SUITE 1030
    NEW YORK,NY10017     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 2,500
    FRIENDS OF ISRAEL DISABLES VETERANS
    1133 BROADWAY SUITE 232
    NEW YORK,NY10010     		NONE PUBLIC SOCIAL WELFARE 100
    FOUNDATION FOR DISABLED CHILDREN IN
    788 EAST 4 STREET
    BROOKLYN,NY11218     		NONE PUBLIC SOCIAL WELFARE 100
    EPILEPSY FOUNDATION OF AMERICA
    8301 PROFESSIONAL PLACE
    LANDOVER,MD20785     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD 2ND FLOOR
    BETHESDA,MD20814     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC SOCIAL WELFARE 100
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    ZAKA RESCUE AND RECOVERY
    1303 53rd Street
    Brooklyn,NY11219     		NONE PUBLIC SOCIAL WELFARE 180
    WIZO
    1150 Kane Concourse Fifth Floor
    Bay Harbour Islands,FL33154     		NONE PUBLIC SOCIAL WELFARE 22,254
    US HOLOCAUST MEMORIAL MUSEUM
    100 Raoul Wallenberg Place SW
    Washington,DC20024     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 2,500
    TOURO COLLEGE
    27-33 W 23rd Street
    New York,NY10010     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 50,000
    TORAS EMES ACADEMY OF MIAMI
    1099 NE 164th Street
    North Miami Beach,FL33162     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 150,000
    TOMCHEI SHABBOS OF NORTH MIAMI BEAC
    1545 Washington Ave
    Miami Beach,FL33139     		NONE PUBLIC SOCIAL WELFARE 1,000
    ST JUDES CHILDRENS HOSPITAL
    262 Danny Thomas Place
    Memphis,TN38105     		NONE PUBLIC MEDICAL ADVANCEMENT SOCIAL WELFARE 100
    SIMON WIESENTHAL CENTER
    1399 South Roxbury Drive
    Los Angeles,CA90035     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 1,800
    RABBINICAL SEMINARY OF AMERICA
    76-01 147th Street
    Flushing,NY11367     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 3,600
    ONE ISRAEL FUND-BNEI DAVID ELI
    1175 West Broadway Suite 10
    Hewlett,NY11557     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 5,000
    NEVE YERUSHALAYIM
    25 Broadway Suite 403
    New York,NY10004     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 250
    MUSEUM OF JEWISH HERITAGE
    36 Battery Place
    New York,NY10280     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 1,000
    MESIVTA BEVET CHAZON-ISH
    8210-21 Ave
    Brooklyn,NY11214     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 10,000
    MERCAZ HATORAH CHARITABLE FOUNDATIO
    505 Beach 129th Street
    Belle Harbor,NY11694     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 10,000
    MATANAH B'SESSER
    1340 NE 171 Street
    North Miami Beach,FL33162     		NONE PUBLIC SOCIAL WELFARE 2,000
    KOLLEL NER DOVID
    76-01 147th Street
    Flushing,NY11367     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 180
    KIDNEY FOUNDATION OF SOUTH FLORIDA
    2561 Coral Way
    Coral Gables,FL33145     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    JEWISH ADOPTION FOSTER CARE OPTIONS
    4200 North University Drive
    Sunrise,FL33351     		NONE PUBLIC SOCIAL WELFARE 1,800
    INSTITUTE FOR THE STUDY OF MODERN I
    1256 Briarcliff Rd A-427N
    Atlanta,GA30322     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 1,800
    HOLOCAUST DOCUMENTATION EDUC CENTER
    2031 Harrison Street
    Hollywood,FL33020     		NONE PUBLIC EDUCATINAL ADVANCEMENT 1,800
    HATZALAH OF MIAMI-DADE
    16101 NE 11th Ct
    North Miami Beach,FL33162     		NONE PUBLIC SOCIAL WELFARE 360
    HACHNOSSOS KALLAH OF GREATER MIAMI
    1400 Lenox Ave
    Miami Beach,FL33139     		NONE PUBLIC SOCIAL WELFARE 18,000
    GREATER MIAMI JEWISH FEDERATION
    4200 Biscayne Blvd
    Miami,FL33137     		NONE PUBLIC SOCIAL WELFARE 163,010
    FRIENDS OF TEL AVIV SOURASKY MED CE
    1461 First Ave Box 150
    New York,NY10075     		NONE PUBLIC MEDICAL ADVANCEMENT AND WELFARE 5,000
    FRIENDS OF LUBAVITCH
    17330 NW 7th Ave
    Miami,FL33021     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 1,800
    FRIENDS OF THE ISRAEL DEFENSE FORCE
    2040 NE 163rd Street Suite 207
    North Miami Beach,FL33162     		NONE PUBLIC SOCIAL WELFARE 28,750
    FOUNDATION FAMILIES FALLEN PARATROO
    121 Rokach Street
    Ramat Gan,Ramat Gan52535
    IS     		NONE PUBLIC SOCIAL WELFARE 10,000
    FLA BREAST CANCER RESEARCH FOUNDATI
    11900 Biscayne Blvd Suite 806
    North Miami,FL33181     		NONE PUBLIC MEDICAL ADVANCEMENT AND WELFARE 100
    FJC SLINGSHOT
    520 8th Ave 20th Floor
    New York,NY10018     		NONE PUBLIC SOCIAL WELFARE 15,000
    DOR YESHURIM
    429 Wythe Ave
    Brooklyn,NY11249     		NONE PUBLIC MEDICAL ADVANCEMENT AND WELFARE 1,000
    CONGREGATION SHAARAY TEFILAH
    971 NE 172 Street
    North Miami Beach,FL33162     		NONE PUBLIC RELIGIOUS 180
    CHAI LIFELINE SOUTH FLORIDA
    151 W 30th Street
    New York,NY10001     		NONE PUBLIC SOCIAL WELFARE 6,000
    BONEI OLAM
    1755 46th Street
    Brooklyn,NY11204     		NONE PUBLIC SOCIAL WELFARE 1,000
    BIRTHRIGHT FOUNDATION
    33 east 33rd Street 7th Floor
    New York,NY10016     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 6,000
    BIKUR CHOLIM OF NORTH MIAMI BEACH
    990 NE 171 Street
    North Miami Beach,FL33162     		NONE PUBLIC SOCIAL WELFARE 500
    BETH JACOB TEACHERS SEMINARY
    4421 15th Ave
    Brooklyn,NY11219     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 8,000
    BAR ILAN UNIVERSITY OF ISRAEL
    4600 Sheridan Street Suite 201
    Hollywood,FL33021     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 15,000
    ARTHRITIS FOUNDATION
    PO Box 7669
    Atlanta,GA30357     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    ANSHEI LUBAVITCH OF GREATER MIAMI
    1436 Alton Road PO Box 398216
    Miami Beach,FL33239     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 400
    AMERICAN SOCIETY FOR YAD VASHEM
    500 Fifth Ave Suite 4200
    New York,NY10110     		  PUBLIC EDUCATIONAL ADVANCEMENT 1,800
    AMERICAN LUNG ASSOCIATION
    2020 South Andrews Ave
    Ft Lauderdale,FL33316     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    AMERICAN JEWISH JOINT COMMITTEE
    711 Third Ave
    New York,NY10017     		NONE PUBLIC SOCIAL WELFARE 2,000
    AMERICAN HEART ASSOCIATION
    7272 Greenville Ave
    Dallas,TX75231     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    AMERICAN CANCER SOCIETY
    250 Williams St NW
    Atlanta,GA30303     		NONE PUBLIC MEDICAL ADVANCEMENT 100
    AMERICAN COMM WEIZMANN INSTITUTE OF
    633 THIRD AVENUE
    NEW YORK,NY10017     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 10,000
    A TIME
    1312 44 STREET
    BROOKLYN,NY11219     		NONE PUBLIC SOCIAL WELFARE 360
    AMERICAN COMMITTEE FOR SHAARE ZEDEK
    3275 W HILLSBORO BLVD STE 200
    DEERFIELD BEACH,FL33442     		NONE PUBLIC MEDICAL ADVANCEMENT AND WELFARE 36,000
    AISH HATORAH
    3150 SHERIDAN AVENUE
    MIAMI BEACH,FL33140     		NONE PUBLIC EDUCATIONAL ADVANCEMENT 5,000
    Total .................................bullet 3a 625,346
    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 10,342  
    4 Dividends and interest from securities....     14 55,044  
    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.....     14 13,835  
    8Gain or (loss) from sales of assets other than inventory     18 255,308  
    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)..   334,529  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13334,529
    (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.)
    1 N/A
    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
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    Employer identification number

    59-2532272
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC         		Employer identification number

    59-2532272
    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
     
     

    SISEL KLURMAN    
    4000 HOLLYWOOD BLVD SUITE 530N
       
    HOLLYWOOD, FL   33021

    		$1,000,000


    (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
     
     

    MATAN BEN-AVIV    
    4000 HOLLYWOOD BLVD SUITE 530N
       
    HOLLYWOOD, FL   33021

    		$12,000


    (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
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC         		Employer identification number

    59-2532272
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC         		Employer identification number

    59-2532272
    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 ExplnOfNonFilingWithAGStmt
    Name:
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    EIN: 59-2532272
    Software ID:12000229
    Software Version:2012v2.0
    Statement:
    THIS ORGANIZATION IS EXEMPT FROM FURNISHING THE FLORIDA ATTORNEY GENERAL'S OFFICE WITH A COPY OF 990-PF IN ACCORDANCE WITH CHAPTER 496 OF THE FLORIDA STATUTES.

    TY 2012 OtherAssetsSchedule
    Name:
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    EIN: 59-2532272
    Software ID:12000229
    Software Version:2012v2.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCOUNTS RECEIVABLE 96,360 149 149


    TY 2012 OtherExpensesSchedule
    Name:
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    EIN: 59-2532272
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO DEDUCTIONS 14,479 14,479    
    OTHER DEDUCTIONS 11,896 11,896    
    INVESTMENT EXPENSE 18,028 18,028    
    FOREIGN TAX CREDIT 1,855 1,855    
    DUES,BANK CHARGES,PROF FEES 290     290


    TY 2012 OtherIncomeSchedule2
    Name:
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    EIN: 59-2532272
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 13,835 -36,857  


    TY 2012 SubstantialContributorsSch
    Name:
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    EIN: 59-2532272
    Software ID:12000229
    Software Version:2012v2.0
    Name Address
    SISEL KLURMAN 4000 HOLLYWOOD BLVD SUITE 530N
    HOLLYWOOD,FL330211241


    TY 2012 TaxesSchedule
    Name:
    THE SAMUEL ABA AND SISEL KLURMAN
    FOUNDATION INC
    EIN: 59-2532272
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLORIDA EXCISE TAXES PAID 986      
    FEDERAL INCOME TAXES PAID 6,863