Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 09-01-2011 , and ending 08-31-2012
G
Check all that apply:
Name of foundation
EVANS - WOOD FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1501 NJ2-130-03-31   Room/suite
City or town, state, and ZIP code
PENNINGTON, NJ085341501
A Employer identification number

13-4093427
B Telephone number (see page 10 of the instructions)

(609) 274-6834
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$373,156J 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 page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 10,983 10,054  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 21,250
b Gross sales price for all assets on line 6a 209,836
7 Capital gain net income (from Part IV, line 2)... 21,250
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).......      
12 Total. Add lines 1 through 11........ 32,233 31,304  
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)......... Click to see attachment 150 135   15
b Accounting fees (attach schedule)....... Click to see attachment 1,500     1,500
c Other professional fees (attach schedule).... Click to see attachment 6,719 4,031   2,688
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 837 99    
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 attachment 3,119     3,119
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,325 4,265   7,322
25 Contributions, gifts, grants paid........ 71,500 71,500
26 Total expenses and disbursements. Add lines 24 and 25 83,825 4,265   78,822
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -51,592
b Net investment income (if negative, enter -0-) 27,039
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
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............... 108 1,599 1,599
2 Savings and temporary cash investments.......... 10,650 13,104 13,104
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) 86,126 Click to see attachment69,039 74,546
b Investments—corporate stock (attach schedule)........ 220,515 Click to see attachment187,558 224,096
c Investments—corporate bonds (attach schedule)........ 60,409 Click to see attachment54,691 59,811
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 377,808 325,991 373,156
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 377,808 325,991
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).................... 377,808 325,991
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 377,808 325,991
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)............... 1 377,808
2 Enter amount from Part I, line 27a..................... 2 -51,592
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 197
4 Add lines 1, 2, and 3.......................... 4 326,413
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 422
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 325,991
Form 990-PF (2011)
Form 990-PF (2011)
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 ATT INC   2008-02-20 2011-09-08
b ACTIVISION BLIZZARD INC   2011-08-15 2012-01-10
c ACTIVISION BLIZZARD INC   2011-08-15 2012-02-02
d ACTIVISION BLIZZARD INC   2011-11-14 2012-02-13
e ACTIVISION BLIZZARD INC   2011-11-15 2012-02-13
ACTIVISION BLIZZARD INC   2011-11-15 2012-02-14
ACTIVISION BLIZZARD INC   2011-11-14 2012-02-14
AETNA INC NEW   2004-11-30 2012-01-10
AETNA INC NEW   2004-11-30 2012-02-02
AETNA INC NEW   2004-11-30 2012-06-11
AETNA INC NEW   2007-07-31 2012-06-11
AETNA INC NEW   2007-07-31 2012-08-27
AETNA INC NEW   2007-07-31 2012-08-28
AETNA INC NEW   2008-04-03 2012-08-28
FEDERAL NATL MTG ASSOC   2009-01-27 2012-08-02
FEDERAL NATL MTG ASSOC   2009-06-09 2012-08-02
FLUOR CORP NEW DEL COM   2011-05-09 2012-01-10
FLUOR CORP NEW DEL COM   2011-05-09 2012-02-02
FLUOR CORP NEW DEL COM   2011-05-10 2012-03-21
FOREST LABS INC   2007-12-14 2012-01-10
FOREST LABS INC   2008-08-27 2012-01-10
FOREST LABS INC   2008-08-27 2012-03-21
FREEPRT-MCMRAN CPR GLD   2010-04-26 2012-01-10
FREEPRT-MCMRAN CPR GLD   2010-04-26 2012-03-21
GAP INC DELAWARE   2008-04-17 2012-01-10
GAP INC DELAWARE   2010-07-26 2012-02-02
GENERAL ELEC CAP CORP   2010-01-11 2012-01-10
GOLDMAN SACHS GROUP INC   2006-05-08 2011-12-30
GOLDMAN SACHS GROUP INC   2006-05-08 2012-02-02
HERSHEY COMPANY   2010-10-13 2011-11-28
HERSHEY COMPANY   2010-10-11 2012-01-10
HERSHEY COMPANY   2010-10-11 2012-02-02
HONEYWELL INTL INC DEL   2007-06-28 2012-01-10
HONEYWELL INTL INC DEL   2007-06-28 2012-02-02
HONEYWELL INTL INC DEL   2007-06-28 2012-03-21
IBM CORP   2006-10-04 2011-09-08
IBM CORP   2006-10-04 2012-01-10
INTL PAPER CO   2010-03-01 2012-01-10
INTL PAPER CO   2010-03-02 2012-01-10
INTL PAPER CO   2010-03-02 2012-02-02
INTL PAPER CO   2010-03-02 2012-03-21
INTL PAPER CO   2010-05-24 2012-06-26
INTL PAPER CO   2010-05-25 2012-06-26
INTL PAPER CO   2010-03-02 2012-06-26
INTL PAPER CO   2010-05-24 2012-06-26
INTL PAPER CO   2010-05-25 2012-06-27
INTL PAPER CO   2010-05-25 2012-06-28
INTL PAPER CO   2011-10-03 2012-06-28
INTL PAPER CO   2011-10-03 2012-06-29
JPMORGAN CHASE CO   2006-05-08 2012-01-10
JOHNSON AND JOHNSON COM   2004-09-08 2012-01-10
JOHNSON AND JOHNSON COM   2004-09-08 2012-02-02
JOHNSON AND JOHNSON COM   2004-12-01 2012-02-06
JOHNSON AND JOHNSON COM   2004-09-08 2012-02-06
KROGER CO   2006-12-14 2012-01-10
KROGER CO   2006-12-14 2012-02-02
KROGER CO   2006-12-14 2012-03-21
KROGER CO   2006-12-14 2012-07-09
KROGER CO   2006-12-14 2012-07-10
KROGER CO   2006-12-28 2012-07-10
KROGER CO   2007-12-28 2012-07-10
KROGER CO   2008-04-17 2012-07-10
KROGER CO   2011-02-28 2012-07-10
KROGER CO   2011-02-28 2012-07-11
KROGER CO   2011-02-28 2012-07-12
KROGER CO   2011-03-28 2012-07-12
KROGER CO   2011-03-28 2012-07-13
L-3 COMMNCTNS HLDGS   2007-08-23 2012-01-10
L-3 COMMNCTNS HLDGS   2007-10-16 2012-03-21
L-3 COMMNCTNS HLDGS   2007-08-23 2012-08-13
L-3 COMMNCTNS HLDGS   2007-08-23 2012-08-14
L-3 COMMNCTNS HLDGS   2007-08-23 2012-08-15
L-3 COMMNCTNS HLDGS   2007-10-16 2012-08-15
L-3 COMMNCTNS HLDGS   2007-10-16 2012-08-16
L-3 COMMNCTNS HLDGS   2007-10-16 2012-08-17
LIMITED BRANDS INC   2010-06-02 2011-10-03
LIMITED BRANDS INC   2010-06-01 2012-01-10
LIMITED BRANDS INC   2010-06-01 2012-02-02
LIMITED BRANDS INC   2010-06-01 2012-06-26
LIMITED BRANDS INC   2010-06-01 2012-06-26
LIMITED BRANDS INC   2010-06-01 2012-06-27
LIMITED BRANDS INC   2010-06-01 2012-06-28
LIMITED BRANDS INC   2010-06-01 2012-06-29
LOCKHEED MARTIN CORP   2005-11-28 2012-01-10
LOCKHEED MARTIN CORP   2005-11-28 2012-02-02
LOCKHEED MARTIN CORP   2007-12-14 2012-02-02
LOCKHEED MARTIN CORP   2008-08-20 2012-03-21
LORILLARD INC   2011-10-10 2012-01-10
LORILLARD INC   2011-10-10 2012-03-21
MARATHON OIL CORP   2009-07-08 2012-01-10
MARATHON OIL CORP   2009-07-08 2012-02-02
MARATHON OIL CORP   2009-07-08 2012-03-21
AMERIPRISE FINL INC   2011-01-12 2012-03-21
AMGEN INC COM PV 0.0001   2008-11-04 2012-01-10
AMGEN INC COM PV 0.0001   2008-11-04 2012-02-02
AMGEN INC COM PV 0.0001   2008-11-04 2012-03-21
AMGEN INC COM PV 0.0001   2008-11-04 2012-06-12
AMGEN INC COM PV 0.0001   2008-11-04 2012-08-13
AMGEN INC COM PV 0.0001   2008-11-04 2012-08-14
AMGEN INC COM PV 0.0001   2008-11-04 2012-08-15
AMGEN INC COM PV 0.0001   2010-10-18 2012-08-15
ATT INC   2008-11-19 2012-01-10
ATT INC   2008-11-19 2012-02-02
AMGEN INC COM PV 0.0001   2010-10-18 2012-08-16
AMGEN INC COM PV 0.0001   2010-10-18 2012-08-17
AMGEN INC COM PV 0.0001   2010-10-19 2012-08-27
ANALOG DEVICES INC COM   2011-01-18 2012-01-10
ANALOG DEVICES INC COM   2011-01-18 2012-02-02
ANALOG DEVICES INC COM   2011-01-19 2012-02-02
ANALOG DEVICES INC COM   2011-01-19 2012-03-21
APACHE CORP   2012-03-05 2012-08-28
APACHE CORP   2012-03-06 2012-08-28
APPLE INC   2010-05-03 2012-01-10
APPLE INC   2010-05-04 2012-02-02
CF INDS HLDGS INC   2012-02-06 2012-03-21
CA INC   2007-09-20 2012-01-10
CA INC   2007-09-20 2012-02-02
CAPITAL ONE FINL   2010-03-29 2012-01-10
CAPITAL ONE FINL   2010-04-05 2012-01-30
CAPITAL ONE FINL   2010-03-29 2012-01-30
CAPITAL ONE FINL   2010-04-06 2012-01-30
CAPITAL ONE FINL   2010-03-29 2012-01-31
CAPITAL ONE FINL   2010-04-05 2012-01-31
CAPITAL ONE FINL   2010-04-06 2012-01-31
CAPITAL ONE FINL   2010-03-29 2012-02-02
CAPITAL ONE FINL   2010-03-29 2012-03-21
CARDINAL HEALTH INC OHIO   2010-03-01 2012-01-10
CARDINAL HEALTH INC OHIO   2010-03-01 2012-02-02
CARDINAL HEALTH INC OHIO   2010-03-02 2012-03-21
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-12
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-26
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-26
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-27
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-27
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-28
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-29
CARDINAL HEALTH INC OHIO   2010-03-02 2012-07-09
CARDINAL HEALTH INC OHIO   2010-03-02 2012-07-10
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-10
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-11
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-12
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-13
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-16
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-17
CHEVRON CORP   2004-08-30 2012-01-10
CHEVRON CORP   2004-08-30 2012-02-02
CHEVRON CORP   2004-08-30 2012-03-21
CHUBB CORP   2009-01-12 2012-03-21
CISCO SYSTEMS INC   2009-02-24 2011-12-30
CLIFFS NATURAL RESOURCES   2011-07-06 2011-09-06
CLIFFS NATURAL RESOURCES   2011-07-05 2011-09-06
CLIFFS NATURAL RESOURCES   2011-07-07 2011-09-06
CLIFFS NATURAL RESOURCES   2011-07-08 2011-09-06
CLIFFS NATURAL RESOURCES   2011-07-11 2011-09-06
CLIFFS NATURAL RESOURCES   2011-05-31 2012-01-10
CONAGRA FOODS INC   2009-06-24 2012-01-10
CONAGRA FOODS INC   2009-06-24 2012-02-02
CONAGRA FOODS INC   2009-06-24 2012-06-13
CONAGRA FOODS INC   2009-06-24 2012-06-14
CONAGRA FOODS INC   2009-06-24 2012-06-15
CONAGRA FOODS INC   2009-06-24 2012-06-18
CONOCOPHILLIPS   2008-06-11 2012-01-10
CONOCOPHILLIPS   2008-06-11 2012-02-02
CONOCOPHILLIPS   2008-06-11 2012-03-21
CHUBB CORP   2009-01-12 2012-01-10
AETNA INC NEW   2008-04-03 2012-08-29
AETNA INC NEW   2009-06-09 2012-08-29
AETNA INC NEW   2009-06-09 2012-08-30
ALTERA CORP COM   2010-11-08 2012-01-03
ALTERA CORP COM   2010-11-08 2012-01-04
ALTERA CORP COM   2010-11-08 2012-01-10
ALTERA CORP COM   2010-11-08 2012-02-02
AMERIPRISE FINL INC   2011-01-11 2012-01-10
CONOCOPHILLIPS   2008-06-11 2012-07-09
CHUBB CORP   2009-01-12 2012-02-02
CONOCOPHILLIPS   2010-02-16 2012-07-09
CONOCOPHILLIPS   2010-02-17 2012-07-09
CONOCOPHILLIPS   2010-02-17 2012-07-10
CONOCOPHILLIPS   2010-02-18 2012-07-10
CONOCOPHILLIPS   2010-02-18 2012-07-11
CREDIT SUISSE FB USA INC   2007-11-01 2011-12-30
DELL INC   2011-02-28 2012-01-10
DELL INC   2011-02-28 2012-02-02
DELL INC   2011-02-28 2012-03-21
DELL INC   2011-02-28 2012-07-23
DELL INC   2011-02-28 2012-07-24
DELL INC   2011-02-28 2012-07-25
DELL INC   2011-02-28 2012-07-26
DELL INC   2011-03-01 2012-07-26
DISCOVER FINL SVCS   2011-05-16 2012-01-10
DISCOVER FINL SVCS   2011-05-16 2012-02-02
DISCOVER FINL SVCS   2011-05-17 2012-03-21
DISCOVER FINL SVCS   2011-05-17 2012-03-26
DISCOVER FINL SVCS   2011-05-16 2012-03-26
DISH NETWORK CORPATION   2011-07-18 2012-01-10
DISH NETWORK CORPATION   2011-07-18 2012-02-02
DISH NETWORK CORPATION   2011-07-20 2012-03-21
DOVER CORP   2008-05-15 2012-01-10
DOVER CORP   2008-05-15 2012-02-02
DR PEPPER SNAPPLE GROUP   2010-07-12 2012-01-10
DR PEPPER SNAPPLE GROUP   2010-07-12 2012-02-02
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-03-21
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-23
DR PEPPER SNAPPLE GROUP   2010-07-20 2012-04-23
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-04-23
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-20 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-20 2012-04-25
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-04-25
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-25
ENGILITY HOLDINGS INC   2007-08-23 2012-07-24
ENGILITY HOLDINGS INC   2007-08-23 2012-07-24
ENGILITY HOLDINGS INC   2007-08-23 2012-07-24
ENGILITY HOLDINGS INC   2007-10-16 2012-07-24
ENGILITY HOLDINGS INC   2007-10-16 2012-07-25
ENGILITY HOLDINGS INC   2007-10-16 2012-07-25
ENGILITY HOLDINGS INC   2012-08-01 2012-08-01
EXXON MOBIL CORP COM   2006-10-16 2012-01-10
EXXON MOBIL CORP COM   2006-10-16 2012-02-02
EXXON MOBIL CORP COM   2008-02-27 2012-03-21
FEDERAL HOME LN MTG CORP   2008-07-08 2011-09-08
FEDERAL HOME LN MTG CORP   2008-07-08 2011-12-30
FEDERAL NATL MTG ASSOC   2007-06-26 2012-05-16
FEDERAL NATL MTG ASSOC   2009-01-27 2011-09-08
FEDERAL NATL MTG ASSOC   2009-01-27 2012-01-10
FEDERAL NATL MTG ASSOC   2009-01-27 2012-06-12
MCKESSON CORPORATION COM   2009-03-09 2012-01-10
MCKESSON CORPORATION COM   2009-03-09 2012-02-02
MICROSOFT CORP   2004-12-01 2012-01-10
MICROSOFT CORP   2004-12-01 2012-02-02
MICROSOFT CORP   2012-03-14 2012-03-21
MICROSOFT CORP   2012-03-13 2012-03-21
MOTOROLA SOLUTIONS INC   2010-09-14 2011-10-10
MOTOROLA SOLUTIONS INC   2010-09-13 2011-10-10
MOTOROLA SOLUTIONS INC   2010-09-14 2011-10-11
MOTOROLA SOLUTIONS INC   2010-09-13 2011-10-11
MOTOROLA SOLUTIONS INC   2010-09-13 2012-01-10
MOTOROLA SOLUTIONS INC   2010-09-13 2012-02-02
MOTOROLA SOLUTIONS INC   2011-01-31 2012-03-12
KROGER CO   2011-03-28 2012-07-16
KROGER CO   2011-03-28 2012-07-17
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-12
MOTOROLA SOLUTIONS INC   2011-01-31 2012-03-13
MOTOROLA SOLUTIONS INC   2011-01-31 2012-03-13
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-13
MOTOROLA SOLUTIONS INC   2011-01-31 2012-03-14
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-14
MOTOROLA SOLUTIONS INC   2010-09-13 2012-06-13
MOTOROLA SOLUTIONS INC   2010-09-13 2012-06-14
MOTOROLA SOLUTIONS INC   2010-10-25 2012-06-14
MOTOROLA SOLUTIONS INC   2010-10-25 2012-06-15
MURPHY OIL CORP   2011-03-14 2012-01-10
MURPHY OIL CORP   2011-03-14 2012-03-21
MURPHY OIL CORP   2011-03-14 2012-06-07
MURPHY OIL CORP   2011-03-14 2012-06-08
MURPHY OIL CORP   2011-03-14 2012-06-11
MURPHY OIL CORP   2011-03-15 2012-06-11
MURPHY OIL CORP   2011-03-15 2012-06-12
MURPHY OIL CORP   2011-03-15 2012-06-13
NRG ENERGY INC   2007-12-28 2012-01-10
NRG ENERGY INC   2007-12-28 2012-03-21
NRG ENERGY INC   2009-08-11 2012-03-21
NEWS CORP CL A   2010-08-30 2012-01-10
NEWS CORP CL A   2010-08-31 2012-03-21
NORTHROP GRUMMAN CORP   2009-08-05 2012-01-10
NORTHROP GRUMMAN CORP   2009-08-05 2012-02-02
NORTHROP GRUMMAN CORP   2009-08-05 2012-03-21
OCCIDENTAL PETE CORP CAL   2005-07-19 2011-10-17
OCCIDENTAL PETE CORP CAL   2005-10-17 2011-10-17
PEPSICO INC   2008-11-21 2011-09-08
PEPSICO INC   2008-11-21 2012-06-12
PHILIP MORRIS INTL INC   2011-10-17 2012-01-10
PHILIP MORRIS INTL INC   2011-10-17 2012-02-02
PHILIP MORRIS INTL INC   2012-03-14 2012-03-21
PHILIP MORRIS INTL INC   2012-03-13 2012-03-21
PHILLIPS 66 SHS   2008-06-11 2012-05-07
PHILLIPS 66 SHS   2010-02-16 2012-05-07
PHILLIPS 66 SHS   2010-02-16 2012-05-08
PHILLIPS 66 SHS   2010-02-17 2012-05-08
PHILLIPS 66 SHS   2010-02-18 2012-05-08
PRUDENTIAL FINANCIAL INC   2010-05-25 2012-01-10
PRUDENTIAL FINANCIAL INC   2010-05-25 2012-02-02
PRUDENTIAL FINANCIAL INC   2010-05-25 2012-03-21
RAYTHEON CO DELAWARE NEW   2006-05-31 2012-01-10
RAYTHEON CO DELAWARE NEW   2006-05-31 2012-03-21
ROSS STORES INC COM   2008-10-21 2012-01-10
ROSS STORES INC COM   2008-10-21 2012-02-02
ROSS STORES INC COM   2008-10-21 2012-03-21
SAFEWAY INC NEW   2006-01-12 2012-01-10
SAFEWAY INC NEW   2006-01-12 2012-03-21
SAFEWAY INC NEW   2006-01-12 2012-07-09
SAFEWAY INC NEW   2006-01-12 2012-07-10
SAFEWAY INC NEW   2006-01-12 2012-07-11
SARA LEE CORP COM   2010-06-21 2012-01-10
SARA LEE CORP COM   2010-06-21 2012-02-02
SARA LEE CORP COM   2010-06-21 2012-03-12
SARA LEE CORP COM   2010-06-22 2012-03-12
SARA LEE CORP COM   2010-06-22 2012-03-13
SARA LEE CORP COM   2010-06-23 2012-03-13
SARA LEE CORP COM   2010-06-23 2012-03-14
SHELL INTERNATIONAL FIN   2009-09-17 2011-09-08
SPRINT NEXTEL CORP   2011-07-11 2012-02-02
SPRINT NEXTEL CORP   2011-07-11 2012-06-26
SPRINT NEXTEL CORP   2011-07-11 2012-06-26
SPRINT NEXTEL CORP   2011-07-11 2012-06-27
SPRINT NEXTEL CORP   2011-07-11 2012-06-28
SPRINT NEXTEL CORP   2011-07-11 2012-06-29
SYMANTEC CORP COM   2010-09-27 2012-01-10
SYMANTEC CORP COM   2010-09-27 2012-02-02
SYMANTEC CORP COM   2010-11-01 2012-03-21
TARGET CORP COM   2010-03-01 2012-01-10
TARGET CORP COM   2010-03-01 2012-02-02
TARGET CORP COM   2010-04-05 2012-03-21
TEXAS INSTRUMENTS   2011-02-28 2011-10-10
TEXAS INSTRUMENTS   2009-10-07 2011-10-10
TEXAS INSTRUMENTS   2011-02-28 2011-10-11
TEXAS INSTRUMENTS   2009-10-07 2011-10-11
TEXAS INSTRUMENTS   2009-10-07 2011-11-15
TEXAS INSTRUMENTS   2009-10-07 2011-11-15
TRAVELERS COS INC   2008-04-03 2011-11-15
TRAVELERS COS INC   2008-04-03 2011-11-15
TRAVELERS COS INC   2007-01-23 2011-11-15
TRAVELERS COS INC   2007-01-23 2011-11-15
TRAVELERS COS INC   2005-09-30 2012-01-10
TRAVELERS COS INC   2005-09-30 2012-02-02
TRAVELERS COS INC   2008-04-03 2012-03-21
U.S. TRSY INFLATION BOND   2009-02-03 2011-11-21
U.S. TREASURY BOND   2009-06-24 2011-09-08
U.S. TREASURY BOND   2009-06-24 2012-05-16
U.S. TREASURY BOND   2009-02-24 2011-09-08
U.S. TREASURY BOND   2009-02-24 2012-02-24
U.S. TREASURY BOND   2010-06-11 2011-09-08
U.S. TREASURY BOND   2010-06-11 2012-02-27
U.S. TREASURY BOND   2011-03-16 2012-02-27
U.S. TREASURY BOND   2012-02-24 2012-05-16
U.S. TREASURY NOTE   2009-09-17 2011-11-18
U.S. TREASURY NOTE   2009-09-17 2012-02-27
U.S. TREASURY NOTE   2010-03-16 2011-09-08
U.S. TREASURY NOTE   2010-03-16 2012-02-27
U.S. TREASURY NOTE   2010-06-11 2011-09-08
U.S. TREASURY NOTE   2010-10-28 2011-09-08
U.S. TREASURY NOTE   2011-05-27 2012-01-10
U.S. TREASURY NOTE   2011-11-17 2012-05-16
U.S. TREASURY NOTE   2011-11-17 2012-08-02
U.S. TREASURY NOTE   2012-06-12 2012-07-16
U.S. TREASURY NOTE   2012-06-12 2012-08-02
UNITEDHEALTH GROUP INC   2010-12-13 2012-01-10
UNITEDHEALTH GROUP INC   2010-12-13 2012-02-02
UNITEDHEALTH GROUP INC   2011-01-03 2012-03-21
UNITEDHEALTH GROUP INC   2010-12-13 2012-03-21
UNITEDHEALTH GROUP INC   2011-01-03 2012-06-04
UNUM GROUP   2008-10-22 2012-01-10
UNUM GROUP   2008-11-05 2012-03-21
UNUM GROUP   2008-10-22 2012-03-21
UNUM GROUP   2008-10-22 2012-06-26
UNUM GROUP   2008-10-22 2012-06-26
UNUM GROUP   2008-10-22 2012-06-27
UNUM GROUP   2008-10-22 2012-06-28
UNUM GROUP   2008-10-22 2012-06-29
VALERO ENERGY CORP NEW   2011-11-14 2012-01-10
VALERO ENERGY CORP NEW   2011-11-14 2012-02-02
VALERO ENERGY CORP NEW   2011-11-14 2012-06-11
VERIZON COMMUNICATNS COM   2009-04-06 2012-01-10
VERIZON COMMUNICATNS COM   2009-04-06 2012-02-02
VERIZON COMMUNICATNS COM   2009-04-06 2012-03-21
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-26
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-26
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-26
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-27
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-28
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-29
VERIZON COMMUNICATIONS   2011-08-25 2012-02-02
WELLPOINT INC   2003-11-25 2012-01-10
WELLPOINT INC   2003-11-25 2012-02-02
WELLPOINT INC   2008-10-27 2012-03-21
WELLPOINT INC   2003-11-25 2012-06-11
WELLPOINT INC   2008-10-27 2012-06-12
WELLPOINT INC   2003-11-25 2012-06-26
WELLPOINT INC   2003-11-25 2012-06-26
WELLPOINT INC   2008-10-27 2012-06-27
WELLPOINT INC   2008-10-27 2012-06-28
WELLPOINT INC   2008-10-27 2012-06-29
WSTN DIGITAL CORP DEL   2008-02-29 2012-01-10
WSTN DIGITAL CORP DEL   2008-02-29 2012-02-02
WSTN DIGITAL CORP DEL   2008-02-29 2012-03-21
WESTERN UN CO   2011-06-13 2012-01-10
WESTERN UN CO   2011-06-13 2012-02-02
WESTERN UN CO   2011-06-13 2012-02-02
WESTERN UN CO   2011-06-14 2012-03-21
NABORS INDUSTRIES LTD   2009-11-23 2012-01-10
NABORS INDUSTRIES LTD   2009-11-24 2012-01-10
NABORS INDUSTRIES LTD   2009-11-24 2012-08-28
NABORS INDUSTRIES LTD   2009-11-24 2012-08-29
LYONDELLBASELL INDUSTRIE   2011-08-08 2012-01-10
LYONDELLBASELL INDUSTRIE   2011-08-08 2012-02-02
LYONDELLBASELL INDUSTRIE   2011-09-06 2012-03-05
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-03-05
LYONDELLBASELL INDUSTRIE   2011-09-06 2012-03-06
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-03-06
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-03-21
MICROSOFT CORP COM   2012-03-13 2012-03-21
MICROSOFT CORP COM   2012-03-14 2012-03-21
Sale Adjustment      
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,164   973 191
b 498   441 57
c 121   110 11
d 599   634 -35
e 330   334 -4
185   186 -1
333   350 -17
356   237 119
135   89 46
215   148 67
86   99 -13
663   840 -177
503   642 -139
116   128 -12
2,070   2,013 57
2,070   1,991 79
425   577 -152
116   144 -28
120   145 -25
311   361 -50
93   110 -17
234   257 -23
326   324 2
200   203 -3
253   267 -14
343   302 41
1,018   1,000 18
1,026   954 72
1,074   954 120
1,115   1,014 101
367   296 71
123   99 24
399   401 -2
118   114 4
119   114 5
1,051   981 70
1,037   981 56
824   625 199
95   75 20
320   250 70
143   100 43
196   156 40
673   509 164
226   200 26
622   489 133
816   615 201
194   148 46
637   532 105
893   718 175
1,063   952 111
586   525 61
328   292 36
1,110   1,040 70
2,089   1,867 222
661   655 6
240   243 -3
194   194  
586   631 -45
45   48 -3
181   199 -18
91   109 -18
181   209 -28
91   92 -1
593   598 -5
263   276 -13
307   335 -28
576   622 -46
339   489 -150
210   314 -104
555   751 -196
555   751 -196
344   469 -125
206   302 -96
553   804 -251
552   804 -252
989   665 324
702   458 244
440   255 185
450   280 170
410   255 155
409   255 154
409   255 154
423   255 168
486   364 122
83   61 22
83   110 -27
268   341 -73
345   356 -11
131   119 12
1,090   597 493
191   102 89
133   68 65
172   184 -12
908   844 64
279   241 38
202   181 21
411   362 49
493   362 131
498   362 136
251   181 70
251   172 79
238   209 29
119   104 15
415   286 129
499   343 156
508   346 162
294   317 -23
79   79  
40   39 1
121   118 3
1,215   1,487 -272
607   728 -121
424   266 158
455   259 196
185   187 -2
337   414 -77
132   129 3
665   596 69
760   728 32
45   43 2
268   259 9
45   43 2
727   685 42
273   259 14
189   170 19
111   85 26
627   525 102
171   140 31
290   250 40
125   107 18
449   385 64
449   385 64
324   280 44
121   107 14
448   392 56
459   392 67
296   250 46
214   178 36
85   71 14
297   248 49
294   248 46
297   248 49
296   248 48
383   319 64
988   433 555
519   240 279
216   96 120
139   90 49
1,161   982 179
223   283 -60
149   189 -40
223   290 -67
223   288 -65
149   191 -42
481   631 -150
403   301 102
134   100 34
671   542 129
671   542 129
672   542 130
398   321 77
736   938 -202
279   375 -96
232   282 -50
347   226 121
547   596 -49
78   48 30
155   96 59
1,326   1,185 141
559   508 51
187   169 18
202   169 33
311   364 -53
488   651 -163
203   135 68
1,574   1,114 460
54   38 16
1,613   1,146 467
430   302 128
379   264 115
1,051   969 82
492   488 4
303   268 35
120   110 10
1,357   1,828 -471
628   851 -223
623   851 -228
472   630 -158
236   312 -76
708   703 5
139   126 13
190   151 39
135   101 34
1,147   854 293
495   522 -27
171   184 -13
290   286 4
353   322 31
129   107 22
387   387  
195   193 2
154   158 -4
160   157 3
200   197 3
120   118 2
161   158 3
161   157 4
242   237 5
118   118  
79   79  
79   79  
15   23 -8
15   23 -8
15   23 -8
15   25 -10
15   25 -10
15   25 -10
       
515   417 98
252   208 44
172   180 -8
2,194   2,026 168
1,084   1,011 73
1,210   988 222
1,056   1,010 46
1,048   1,009 39
5,189   5,035 154
402   195 207
164   78 86
840   814 26
360   325 35
128   131 -3
64   65 -1
89   67 22
666   501 165
44   34 10
133   100 33
647   467 180
231   167 64
554   426 128
571   622 -51
570   622 -52
352   234 118
656   503 153
50   39 11
454   300 154
101   77 24
101   67 34
474   334 140
567   401 166
567   389 178
723   486 237
352   420 -68
116   140 -24
186   280 -94
319   490 -171
136   210 -74
181   276 -95
316   483 -167
223   345 -122
233   564 -331
135   347 -212
51   87 -36
356   238 118
299   188 111
235   169 66
117   84 33
122   84 38
1,500   715 785
2,501   1,132 1,369
1,176   954 222
5,821   4,770 1,051
539   473 66
302   270 32
86   86  
86   85 1
119   172 -53
328   259 69
118   94 24
443   341 102
236   180 56
322   320 2
117   107 10
128   107 21
586   549 37
206   183 23
402   121 281
259   75 184
115   30 85
236   269 -33
146   171 -25
471   659 -188
457   635 -178
429   586 -157
418   327 91
235   179 56
510   357 153
744   526 218
1,399   977 422
151   104 47
235   164 71
1,121   995 126
160   400 -240
300   534 -234
282   506 -224
280   500 -220
286   500 -214
314   539 -225
478   467 11
228   202 26
128   116 12
340   365 -25
156   157 -1
116   108 8
745   890 -145
387   300 87
119   142 -23
59   46 13
2,036   1,498 538
1,251   922 329
115   99 16
231   197 34
577   521 56
345   313 32
300   226 74
118   90 28
117   99 18
5,565   4,287 1,278
1,221   1,013 208
1,305   1,013 292
1,030   1,012 18
4,335   4,049 286
1,193   1,033 160
1,264   1,033 231
1,264   999 265
1,035   1,003 32
4,219   3,993 226
2,100   1,996 104
1,151   996 155
4,637   3,983 654
1,141   1,019 122
1,026   1,001 25
1,056   1,013 43
1,015   1,006 9
1,022   1,006 16
2,001   1,999 2
3,002   2,998 4
686   484 202
316   223 93
163   111 52
54   37 17
825   556 269
479   378 101
48   38 10
193   137 56
599   550 49
575   532 43
565   515 50
579   532 47
631   567 64
562   686 -124
145   147 -2
392   441 -49
387   308 79
151   123 28
119   92 27
351   235 116
218   154 64
131   88 43
307   205 102
305   205 100
356   235 121
1,067   1,036 31
577   281 296
130   70 60
133   80 53
277   140 137
277   160 117
696   351 345
694   351 343
699   399 300
660   399 261
648   399 249
309   287 22
113   96 17
198   159 39
543   598 -55
96   102 -6
38   41 -3
142   161 -19
239   249 -10
40   41 -1
1,231   1,692 -461
369   516 -147
822   685 137
132   89 43
1,297   980 317
126   92 34
635   506 129
79   61 18
174   123 51
1     1
3     3
19   19  
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       191
b       57
c       11
d       -35
e       -4
      -1
      -17
      119
      46
      67
      -13
      -177
      -139
      -12
      57
      79
      -152
      -28
      -25
      -50
      -17
      -23
      2
      -3
      -14
      41
      18
      72
      120
      101
      71
      24
      -2
      4
      5
      70
      56
      199
      20
      70
      43
      40
      164
      26
      133
      201
      46
      105
      175
      111
      61
      36
      70
      222
      6
      -3
       
      -45
      -3
      -18
      -18
      -28
      -1
      -5
      -13
      -28
      -46
      -150
      -104
      -196
      -196
      -125
      -96
      -251
      -252
      324
      244
      185
      170
      155
      154
      154
      168
      122
      22
      -27
      -73
      -11
      12
      493
      89
      65
      -12
      64
      38
      21
      49
      131
      136
      70
      79
      29
      15
      129
      156
      162
      -23
       
      1
      3
      -272
      -121
      158
      196
      -2
      -77
      3
      69
      32
      2
      9
      2
      42
      14
      19
      26
      102
      31
      40
      18
      64
      64
      44
      14
      56
      67
      46
      36
      14
      49
      46
      49
      48
      64
      555
      279
      120
      49
      179
      -60
      -40
      -67
      -65
      -42
      -150
      102
      34
      129
      129
      130
      77
      -202
      -96
      -50
      121
      -49
      30
      59
      141
      51
      18
      33
      -53
      -163
      68
      460
      16
      467
      128
      115
      82
      4
      35
      10
      -471
      -223
      -228
      -158
      -76
      5
      13
      39
      34
      293
      -27
      -13
      4
      31
      22
       
      2
      -4
      3
      3
      2
      3
      4
      5
       
       
       
      -8
      -8
      -8
      -10
      -10
      -10
       
      98
      44
      -8
      168
      73
      222
      46
      39
      154
      207
      86
      26
      35
      -3
      -1
      22
      165
      10
      33
      180
      64
      128
      -51
      -52
      118
      153
      11
      154
      24
      34
      140
      166
      178
      237
      -68
      -24
      -94
      -171
      -74
      -95
      -167
      -122
      -331
      -212
      -36
      118
      111
      66
      33
      38
      785
      1,369
      222
      1,051
      66
      32
       
      1
      -53
      69
      24
      102
      56
      2
      10
      21
      37
      23
      281
      184
      85
      -33
      -25
      -188
      -178
      -157
      91
      56
      153
      218
      422
      47
      71
      126
      -240
      -234
      -224
      -220
      -214
      -225
      11
      26
      12
      -25
      -1
      8
      -145
      87
      -23
      13
      538
      329
      16
      34
      56
      32
      74
      28
      18
      1,278
      208
      292
      18
      286
      160
      231
      265
      32
      226
      104
      155
      654
      122
      25
      43
      9
      16
      2
      4
      202
      93
      52
      17
      269
      101
      10
      56
      49
      43
      50
      47
      64
      -124
      -2
      -49
      79
      28
      27
      116
      64
      43
      102
      100
      121
      31
      296
      60
      53
      137
      117
      345
      343
      300
      261
      249
      22
      17
      39
      -55
      -6
      -3
      -19
      -10
      -1
      -461
      -147
      137
      43
      317
      34
      129
      18
      51
      1
      3
       
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 21,250
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 143,306 484,317 000.295893
2009 160,468 558,913 000.287107
2008 120,389 645,505 000.186504
2007 179,245 899,389 000.199296
2006 44,594 961,029 000.046402
2 Total of line 1, column (d) ...................... 2 001.015202
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.203040
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 372,119
5 Multiply line 4 by line 3....................... 5 75,555
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 270
7 Add lines 5 and 6......................... 7 75,825
8 Enter qualifying distributions from Part XII, line 4.............. 8 78,822
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 on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
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 1 270
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............................ 3 270
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- ..... 5 270
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 383
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 383 7 383
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 10 113
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet113 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
 
 
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 page 19 of the
    instructions)bulletDE
    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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? 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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    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 ofbullet   Telephone no.bullet (609) 274-6834
    Located atbulletPO Box 1501 NJ2-130-03-31PenningtonNJ ZIP+4bullet085341501
    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 2011, 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 page 20 of the 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 (2011)
    Form 990-PF (2011)
    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
     
     
    .........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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 page 20 of the instructions.) Click to see attachment.........
    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 2011 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 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    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 page 22 of the 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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
    Yes
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 page 22 of the 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
    GEORGE W EVANS Director/Sec/Treas
    002.00     		0    
    17 IRVING PLACE
    PELHAM,NY10803
    SUSAN W EVANS Director/President
    002.00     		0    
    17 IRVING PLACE
    PELHAM,NY10803
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    365,453
    b
    Average of monthly cash balances.......................
    1b
    12,333
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    377,786
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    377,786
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    5,667
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    372,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    18,606
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    18,606
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    270
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    270
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    18,336
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    18,336
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    18,336
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    78,822
    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
    78,822
    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 page 26 of the instructions)............
    5
    270
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    78,552
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 18,336
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007....... 134,944
    c From 2008....... 88,352
    d From 2009....... 132,704
    e From 2010....... 119,856
    fTotal of lines 3a through e......... 475,856
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 78,822
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 18,336
    e Remaining amount distributed out of corpus 60,486
    5 Excess distributions carryover applied to 2011.    
    (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 5 536,342
    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 page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		536,342
    10 Analysis of line 9:
    a Excess from 2007.... 134,944
    b Excess from 2008.... 88,352
    c Excess from 2009.... 132,704
    d Excess from 2010.... 119,856
    e Excess from 2011.... 60,486
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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 page 27 of the 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).)
    SUSAN W EVANS
    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 (2011)
    Form 990-PF (2011)
    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
    WILLIAMS COLLEGE
    PO BOX 67
    WILLIAMSTOWN,MA01267     		NONE 501(C)(3) GENERAL OPERATING 45,000
    WILLIAMSTOWN THEATRE
    PO BOX 517
    WILLIAMSTOWN,MA01267     		NONE 501(C)(3) GENERAL OPERATING 500
    WASHINGTON DC GLOUCESTER STAGE COM
    267 MAIN ST
    GLOUCESTER,MA01930     		NONE 501(C)(3) GENERAL OPERATING 250
    ESSEX GREENBELT
    82 EASTERN AVE
    ESSEX,MA01929     		NONE 501(C)(3) GENERAL OPERATING 500
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013     		NONE 501(C)(3) GENERAL OPERATING 250
    COLUMBIA LAW SCHOOL
    435 WEST 116TH ST
    NEW YORK,NY10027     		NONE 501(C)(3) GENERAL OPERATING 2,000
    BARTOW PELL LANDMARK
    895 SHORE RD
    BRONX,NY10464     		NONE 501(C)(3) GENERAL OPERATING 500
    AMERICAN CIVIL LIBERTIES UNION
    4301 CONN AVE NW STE 434
    WASHINGTON,DC20008     		NONE 501(C)(3) GENERAL OPERATING 500
    PLANNED PARENTHOOD
    1108 16TH ST NW
    WASHINGTON,DC20036     		NONE 501(C)(3) GENERAL OPERATING 500
    WEDU-TV
    1300 N BOULEVARD
    TAMPA,FL33607     		NONE 501(C)(3) GENERAL OPERATING 500
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE 501(C)(3) GENERAL OPERATING 3,000
    MANATEE COMMUNITY FOUNDATION
    2635 FRUITVILLE RD
    SARASOTA,FL34237     		NONE 501(C)(3) GENERAL OPERATING 10,000
    MANATEE COMMUNITY FOUNDATION
    3103 MANATEE AVE WEST
    BRADENTON,FL34205     		NONE 501(C)(3) GENERAL OPERATING 7,000
    COLUMBIA BUSINESS SCHOOL
    615 W 131 ST STE 8741
    NEW YORK,NY10027     		NONE 501(C)(3) GENERAL OPERATING 1,000
    Total .................................bullet 3a 71,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 10,983  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 21,250  
    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)..   32,233  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1332,233
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    SignHere
    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
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID: 11000218
    Software Version: 2012.0.0
    Part VI Line 7 - Tax Paid Original Return: 383


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 1,500     1,500

    TY 2011 GeneralExplanationAttachment
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BVONDS 54,691 59,811

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 187,558 224,096

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    US Government Securities - End of Year Book Value:

    69,039
    US Government Securities - End of Year Fair Market Value:

    74,546
    State & Local Government Securities - End of Year Book Value:


    69,039
    State & Local Government Securities - End of Year Fair Market Value:


    74,546


    TY 2011 LegalFeesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 150 135   15


    TY 2011 OtherDecreasesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Description Amount
    BOND AMORTIZATION 330
    COST BASIS ADJUSTMENT 31
    PURCHASE OF ACCRUED INTEREST C/O TO NEXT YEAR 61


    TY 2011 OtherExpensesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHILADELPHIA INSURANCE 1,924     1,924
    COUNCIL ON FDN MEMBERSHIP RENEWAL 500     500
    ASSOC OF SMALL FDNANNUAL RENEWAL 695     695


    TY 2011 OtherIncreasesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Description Amount
    LOSS ON CY SALES NOT SETTLED AT YEAR END 106
    PURCHASE OF ACCRUED INTEREST C/O FROM PY 91


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH FEES AS AGENT 6,719 4,031   2,688


    TY 2011 TaxesSchedule
    Name:
    EVANS - WOOD FAMILY FOUNDATION
    EIN: 13-4093427
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PY FED EXCISE TAX 355 0 0 0
    ESTIMATED EXCISE TAX PAID 383 0 0 0
    FOREIGN TAX WITHHELD 99 99 0 0