Form990-PF

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

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

52-6037555
B Telephone number (see instructions)

(800) 839-1754
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$4,954,359J 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) 1,289,717
2 Check bullet
3 Interest on savings and temporary cash investments 267 267  
4 Dividends and interest from securities...... 116,534 113,659  
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 59,258
b Gross sales price for all assets on line 6a 263,459
7 Capital gain net income (from Part IV, line 2)... 59,258
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 33,625 33,625  
12 Total. Add lines 1 through 11........ 1,499,401 206,809  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 7,462 7,462    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 10,557 372    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,159     12,159
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,312 264   22,048
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,490 8,098   34,207
25 Contributions, gifts, grants paid........ 184,050 184,050
26 Total expenses and disbursements. Add lines 24 and 25 236,540 8,098   218,257
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,262,861
b Net investment income (if negative, enter -0-) 198,711
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 195,787 325,870 325,870
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) bullet600,000
Less: allowance for doubtful accounts bullet   500,000 Click to see attachment600,000 600,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment138,726 141,218
b Investments—corporate stock (attach schedule)........ 2,285,925 Click to see attachment3,229,991 3,857,758
c Investments—corporate bonds (attach schedule)........ 80,018 Click to see attachment30,004 29,513
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) 3,061,730 4,324,591 4,954,359
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,061,730 4,324,591
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,061,730 4,324,591
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,061,730 4,324,591
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 3,061,730
2 Enter amount from Part I, line 27a..................... 2 1,262,861
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,324,591
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 4,324,591
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 263,459   204,201 59,258
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       59,258
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 59,258
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 234,988 3,412,766 000.068856
2010 199,190 2,939,492 000.067763
2009 159,880 2,172,823 000.073582
2008 119,393 2,001,152 000.059662
2007 114,100 2,315,651 000.049273
2 Total of line 1, column (d) ...................... 2 000.319136
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. . . 		3 000.063827
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 4,282,479
5 Multiply line 4 by line 3....................... 5 273,338
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,987
7 Add lines 5 and 6......................... 7 275,325
8 Enter qualifying distributions from Part XII, line 4.............. 8 218,257
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 3,974
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 3,974
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 3,974
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 5,300
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 1,132
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 6432 7 6,432
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,458
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet2,458 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 instructions)
    bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Suzanne M Cohen Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Diana Erbsen Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    James R Posner Pres / Trustee
    007.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Lawrence D Posner Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Nicholas Posner Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Jill Prosky Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Elisabeth Posner Schouten Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Rachel C Smith Sec / Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,507,106
    b
    Average of monthly cash balances.......................
    1b
    340,315
    c
    Fair market value of all other assets (see instructions)................
    1c
    500,273
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,347,694
    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
    4,347,694
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    65,215
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,282,479
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    214,124
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    214,124
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    3,974
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,974
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    210,150
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    210,150
    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
    210,150
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    218,257
    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
    218,257
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    218,257
    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 7 210,150
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 754
    b From 2008....... 18,157
    c From 2009....... 52,519
    d From 2010....... 53,969
    e From 2011....... 74,902
    fTotal of lines 3a through e......... 200,301
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 218,257
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 210,150
    e Remaining amount distributed out of corpus 8,107
    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 5 208,408
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		754
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		207,654
    10 Analysis of line 9:
    a Excess from 2008.... 18,157
    b Excess from 2009.... 52,519
    c Excess from 2010.... 53,969
    d Excess from 2011.... 74,902
    e Excess from 2012.... 8,107
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    501CTECH INC
    2001 S ST NW STE 630
    WASHINGTON,DC20009     		N/A 509a1 General Unrestricted 1,500
    826 SEATTLE
    8414 GREENWOOD AVE N
    SEATTLE,WA98103     		N/A 509a1 General Unrestricted 250
    ABRAHAM FUND INC
    9 E 45TH ST FL 7
    NEW YORK,NY10017     		N/A 509a1 General Unrestricted 2,000
    ACHILLES INTERNATIONAL INC
    42 W 38TH ST STE 400
    NEW YORK,NY10018     		N/A 509a1 General Unrestricted 600
    ACTION WITHOUT BORDERS INC
    302 5TH AVE FL 11
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 1,000
    AMERICAN HEART ASSOCIATION INC - SAN FRAN
    120 MONTGOMERY ST STE 1650
    SAN FRANCISCO,CA94104     		N/A 509a1 General Unrestricted 400
    AMERICAN JEWISH JOINT DISTRIBUTION COMM
    711 3RD AVE
    NEW YORK,NY10017     		N/A 509a1 Support of the Taub Center in Jerusalem and Work of Dan Ben David 2,500
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FL
    NEW YORK,NY10018     		N/A 509a1 General Unrestricted 6,000
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FL
    NEW YORK,NY10018     		N/A 509a1 General Unrestricted 500
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A 509a1 Stanley I Posner Prize Kogood Business School 500
    AMERICAN UNIVERSITY - WAMU 885
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A 509a1 General Unrestricted 500
    AMHERST COLLEGE TRUSTEES
    PO BOX 5000
    AMHERST,MA01002     		N/A 509a1 General Unrestricted 800
    AMNESTY INTERNATIONAL OF THE USA INC
    5 PENN PLZ FL 16
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 250
    ART WITH HEART
    PO BOX 94402
    SEATTLE,WA98124     		N/A 509a1 General Unrestricted 250
    ARTIST TRUST
    1835 12TH AVE
    SEATTLE,WA98122     		N/A 509a1 General Unrestricted 250
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		N/A 509a1 Ongoing Efforts of Ashoka and General Operating Support 5,000
    ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE
    475 RIVERSIDE DR STE 1945
    NEW YORK,NY10115     		N/A 509a1 General Unrestricted 400
    BALLARD FOOD BANK
    5130 LEARY AVE NW
    SEATTLE,WA98107     		N/A 509a1 General Unrestricted 400
    BALLET HISPANICO OF NEW YORK
    167 W 89TH ST
    NEW YORK,NY10024     		N/A 509a1 General Unrestricted 1,000
    BALLET TECH FOUNDATION INC
    890 BROADWAY
    NEW YORK,NY10003     		N/A 509a1 General Unrestricted 1,000
    BEEBE MEDICAL CENTER INC
    424 SAVANNAH RD
    LEWES,DE19958     		N/A 509a1 General Unrestricted 150
    BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
    330 7TH AVE STE 1902
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 900
    BETHESDA CHEVY CHASE RESCUE SQUAD INC
    5020 BATTERY LN
    BETHESDA,MD20814     		N/A 509a1 General Unrestricted 400
    BONFILS BLOOD CENTER FOUNDATION
    717 YOSEMITE ST
    DENVER,CO80230     		N/A 509a1 General Unrestricted 250
    BRAIN INJURY ASSOCIATION OF MARYLAND INC
    2200 KERNAN DR RM T810
    BALTIMORE,MD21207     		N/A 509a1 General Unrestricted 1,000
    BREAD FOR THE CITY INC
    1525 7TH ST NW
    WASHINGTON,DC20001     		N/A 509a1 General Unrestricted 1,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		N/A 509a1 General Unrestricted 2,500
    CAPITAL SISTERS INTERNATIONAL INC
    227 LAMB LN
    GOLDEN,CO80401     		N/A 509a1 General Unrestricted 250
    CARINGBRIDGE
    1715 YANKEE DOODLE RD STE 301
    EAGAN,MN55121     		N/A 509a1 General Unrestricted 500
    CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA
    515 M ST SE BLDG 74
    WASHINGTON,DC20003     		N/A 509a1 General Unrestricted 500
    CATHEDRAL CHURCH OF ST JOHN THE DIVINE
    1047 AMSTERDAM AVE 11
    NEW YORK,NY10025     		N/A 509a1 Feast of St Francis Program 400
    CENTRUM FOUNDATION
    PO BOX 1158
    PORT TOWNSEND,WA98368     		N/A 509a1 General Unrestricted 250
    CHABAD OF RANCHO MIRAGE-THE TORAH OASIS
    72295 VIA MARTA
    RANCHO MIRAGE,CA92270     		N/A 509a1 General Unrestricted 360
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A 509a1 General Unrestricted 500
    CHICAGO DRAMATISTS
    1105 W CHICAGO AVE
    CHICAGO,IL60642     		N/A 509a2 General Unrestricted 350
    CHILDRENS HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010     		N/A 509a1 General Unrestricted 1,000
    CHILDRENS HOSPITAL COLORADO
    13123 E 16TH AVE
    AURORA,CO80045     		N/A 509a1 General Unrestricted 300
    CITY HARVEST INC
    6 E 32ND ST FL 5
    NEW YORK,NY10016     		N/A 509a1 General Unrestricted 1,000
    CITY OF DREAMS
    PO BOX 77007
    SAN FRANCISCO,CA94107     		N/A 509a1 General Unrestricted 250
    CODE FOR AMERICA LABS
    155 9TH ST
    SAN FRANCISCO,CA94103     		N/A 509a1 General Unrestricted 400
    COMMITTEE TO PROTECT JOURNALISTS INC
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 250
    COMPASSION AND CHOICES
    PO BOX 101810
    DENVER,CO80250     		N/A 509a2 General Unrestricted 400
    CONGREGATION BNAI JESHURUN
    2109 BROADWAY
    NEW YORK,NY10023     		N/A 509a1 Yom Kippur Appeal 2,000
    COURT APPOINTED SPECIAL ADVOCATES INC
    48 WALL ST 11TH FL
    NEW YORK,NY10005     		N/A 509a1 General Unrestricted 500
    COVENANT HOUSE WASHINGTON DC
    2001 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		N/A 509a1 General Unrestricted 1,000
    DAWN - DOMESTIC ABUSE WOMENS NETWORK
    PO BOX 88007
    TUKWILA,WA98138     		N/A 509a1 General Unrestricted 350
    DEUTSCHE BANK MICROCREDIT DEVELOPMENT FUND INC
    60 WALL ST MSNYC 60-21
    NEW YORK,NY10005     		N/A 509a1 Encourage and Enable Private Foundations to Make MRI Loans Initiative 2,000
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA17013     		N/A 509a1 Dickinson College Class of 1960 Annual Fund 400
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		N/A 509a1 Collaberations With US Medical Centers and Recruitment of Physicians 5,000
    DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		N/A 509a1 General Unrestricted 1,500
    DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		N/A 509a1 General Unrestricted 500
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A 509a1 General Unrestricted 3,000
    DOWN SYNDROME RESEARCH AND TREATMENT FOUNDATION
    225 CEDAR HILL ST
    MARLBORO,MA01752     		N/A 509a1 General Unrestricted 400
    DRISHA INSTITUTE FOR JEWISH EDUCATION INC
    37 W 65TH ST FL 5
    NEW YORK,NY10023     		N/A 509a1 General Unrestricted 200
    ECHO HILL CAMPERSHIP FUND
    PO BOX 5923
    BETHESDA,MD20824     		N/A 509a1 General Unrestricted 400
    EL CENTRO DE LA RAZA
    2524 16TH AVE S
    SEATTLE,WA98144     		N/A 509a1 General Unrestricted 250
    FINCA INTERNATIONAL INC
    1101 14TH ST NW FL 11
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 2,000
    FLORENCE CRITTENTON SERVICES OF SAN FRANCISCO
    1101 MASONIC AVE
    SAN FRANCISCO,CA94117     		N/A 509a1 General Unrestricted 250
    FOOD & FRIENDS INC
    219 RIGGS RD NE
    WASHINGTON,DC20011     		N/A 509a1 General Unrestricted 400
    FORWARD ASSOC INC
    125 MAIDEN LN FL 8
    NEW YORK,NY10038     		N/A 509a2 General Unrestricted 400
    FOUNDATION CENTER
    79 5TH AVE 2ND FL
    NEW YORK,NY10003     		N/A 509a1 General Unrestricted 2,500
    FOUNDATION CENTER
    79 5TH AVE 2ND FL
    NEW YORK,NY10003     		N/A 509a1 General Unrestricted 500
    FOUNDATION FOR CONSERVATIVE MASORTI-JUDAISM IN ISRAEL
    475 RIVERSIDE DR STE 832
    NEW YORK,NY10115     		N/A 509a1 General Unrestricted 300
    FRESH AIR FUND
    633 3RD AVE
    NEW YORK,NY10017     		N/A 509a1 General Unrestricted 500
    FRIENDS OF THE ARAVA INSTITUTE LTD
    179 BOYLSTON ST BLDG P 3RD FL
    JAMAICA PLAINS,MA02130     		N/A 509a2 General Unrestricted 500
    FRIENDS OF THE SOUTH COASTAL LIBRARY INC
    PO BOX 1617
    BETHANY BEACH,DE19930     		N/A 509a1 General Unrestricted 250
    GIRLS INCORPORATED OF NEW YORK CITY
    64 BEAVER ST STE 121
    NEW YORK,NY10004     		N/A 509a1 General Unrestricted 900
    GLSEN INC
    90 BROAD ST 2ND FL
    NEW YORK,NY10004     		N/A 509a1 General Unrestricted 100
    GODS LOVE WE DELIVER INC
    166 AVE OF THE AMERICAS
    NEW YORK,NY10013     		N/A 509a1 General Unrestricted 2,000
    GOUCHER COLLEGE
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204     		N/A 509a1 General Unrestricted 200
    GRANTMAKERS IN THE ARTS
    4055 21ST AVE W STE 100
    SEATTLE,WA98199     		N/A 509a1 General Unrestricted 500
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSN INC
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A 509a2 General Unrestricted 1,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		N/A 509a1 General Unrestricted 3,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		N/A 509a1 General Unrestricted 500
    HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA
    50 W 58TH ST
    NEW YORK,NY10019     		N/A 509a1 Support of Hadassah Academic College in Jerusalem 2,000
    HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA
    50 W 58TH ST
    NEW YORK,NY10019     		N/A 509a1 Young Judaea and General Operations of Hadassah 3,000
    HARVARD COLLEGE
    124 MOUNT AUBURN ST 4TH FL
    CAMBRIDGE,MA02138     		N/A 509a1 General Unrestricted 400
    HAZON INC
    125 MAIDEN LN RM 8B
    NEW YORK,NY10038     		N/A 509a1 General Unrestricted 1,500
    HOLLINS UNIVERSITY CORPORATION
    PO BOX 9629
    ROANOKE,VA24020     		N/A 509a1 General Unrestricted 400
    HOME CARE PARTNERS INC
    1234 MASSACHUSETTS AVE NW
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 400
    HOUSE OF RUTH
    5 THOMAS CIR NW
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 400
    HOWARD UNIVERSITY - WHUT
    2225 GEORGIA AVE NW STE 901
    WASHINGTON,DC20059     		N/A 509a1 General Unrestricted 100
    HUMANE SOCIETY FOR SEATTLE-KING CO
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005     		N/A 509a1 General Unrestricted 250
    I EARN INC
    475 RIVERSIDE DR STE 450
    NEW YORK,NY10115     		N/A 509a1 General Unrestricted 600
    INNVISION SHELTER NETWORK
    181 CONSTITUTION DR
    MENLO PARK,CA94025     		N/A 509a1 General Unrestricted 250
    INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
    229 W 97TH ST STE 1B
    NEW YORK,NY10025     		N/A 509a2 General Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A 509a1 General Unrestricted 4,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A 509a1 New Roots Community Gardens Program 2,000
    INTERNATIONAL SEPHARDIC EDUCATION FOUNDATION
    135 W 29TH ST RM 303
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 400
    INVISIBLE CHILDREN INC
    1620 5TH AVE STE 400
    SAN DIEGO,CA92101     		N/A 509a1 General Unrestricted 250
    IONA SENIOR SERVICES
    4125 ALBEMARLE ST NW
    WASHINGTON,DC20016     		N/A 509a1 General Unrestricted 1,500
    JEWISH COMMUNITY CENTER OF GREATER WASHINGTON INC
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		N/A 509a2 General Unrestricted 300
    JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC
    12320 PARKLAWN DR
    ROCKVILLE,MD20852     		N/A 509a1 General Unrestricted 1,500
    JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON INC
    701 4TH ST NW STE 200
    WASHINGTON,DC20001     		N/A 509a2 General Unrestricted 200
    JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC
    42 E 69TH ST
    NEW YORK,NY10021     		N/A 509a1 General Unrestricted 1,500
    JEWISH ORTHODOX FEMINIST ALLIANCE INC
    520 8TH AVE 4TH FL
    NEW YORK,NY10018     		N/A 509a1 General Unrestricted 400
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE RD
    ROCKVILLE,MD20852     		N/A 509a1 General Unrestricted 1,000
    JEWISH WOMEN'S ARCHIVE INC
    1 HARVARD ST
    BROOKLINE,MA02446     		N/A 509a1 General Unrestricted 360
    JOSE LIMON DANCE FOUNDATION
    307 W 38TH ST RM 1105
    NEW YORK,NY10018     		N/A 509a2 General Unrestricted 500
    JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL - GEORGIA CHAPTER
    3525 PIEDMONT RD NE BLDG 6
    ATLANTA,GA30305     		N/A 509a1 General Unrestricted 300
    KCTS TELEVISION
    401 MERCER ST
    SEATTLE,WA98109     		N/A 509a1 General Unrestricted 250
    LAMBERT HIGH SCHOOL
    805 NICHOLS RD
    SUWANEE,GA30024     		N/A 509a1 General Unrestricted 2,000
    LANDESA
    1424 4TH AVE STE 300
    SEATTLE,WA98101     		N/A 509a1 General Unrestricted 2,000
    LEGAL AID FOR WASHINGTON FUND
    1325 4TH AVE STE 1335
    SEATTLE,WA98101     		N/A 509a1 General Unrestricted 1,500
    LEGAL AID SOCIETY
    199 WATER ST
    NEW YORK,NY10038     		N/A 509a1 General Unrestricted 1,500
    LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS
    300 DEADERICK ST
    NASHVILLE,TN37201     		N/A 509a1 Appalachian Community Partnership for Tax Advocacy Program 200
    LIFEWORKS NW
    14600 NW CORNELL RD
    PORTLAND,OR97229     		N/A 509a1 General Unrestricted 300
    LIGHTHOUSE FOR THE BLIND INC
    2501 S PLUM ST
    SEATTLE,WA98144     		N/A 509a2 General Unrestricted 250
    LUBUTO LIBRARY PROJECT INC
    5614 CONNECTICUT AVE NW 368
    WASHINGTON,DC20015     		N/A 509a1 General Unrestricted 500
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
    400 HAMILTON AVE STE 340
    PALO ALTO,CA94301     		N/A 509a1 General Unrestricted 400
    MANNA INC
    828 EVARTS ST NE
    WASHINGTON,DC20018     		N/A 509a1 General Unrestricted 1,500
    MARTHAS TABLE
    2124 14TH ST NW
    WASHINGTON,DC20009     		N/A 509a1 General Unrestricted 1,000
    MAZON INC A JEWISH RESPONSE TO HUNGER
    10495 SANTA MONICA BLVD STE 100
    LOS ANGELES,CA90025     		N/A 509a1 General Unrestricted 3,500
    MIRROR STAGE
    2212 QUEEN ANNE AVE N 294
    SEATTLE,WA98109     		N/A 509a1 General Unrestricted 5,000
    MOMS AGAINST HUNGER
    2104 UNDERWOOD RD
    LA PORTE,TX77571     		N/A 509a1 Hurricane Sandy Recovery Efforts in Staten Island 1,000
    MONTGOMERY HOSPICE INC
    1355 PICCARD DR STE 100
    ROCKVILLE,MD20850     		N/A 509a1 General Unrestricted 400
    MOVING TRADITIONS
    115 W AVE STE 102
    JENKINTOWN,PA19046     		N/A 509a2 General Unrestricted 400
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019     		N/A 509a1 General Unrestricted 250
    MY NEW RED SHOES
    330 TWIN DOLPHIN DR
    REDWOOD CITY,CA94065     		N/A 509a1 General Unrestricted 400
    MYOTONIC DYSTROPHY FOUNDATION
    10016 FOOTHILLS BLVD STE 130
    ROSEVILLE,CA95747     		N/A 509a1 General Unrestricted 400
    NAKED ANGELS LTD
    151 BANK ST RM 203C
    NEW YORK,NY10014     		N/A 509a1 General Unrestricted 250
    NATIONAL EMPLOYMENT LAW PROJECT
    75 MAIDEN LN RM 601
    NEW YORK,NY10038     		N/A 509a1 General Unrestricted 400
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 170280
    BOSTON,MA02117     		N/A 509a1 General Unrestricted 400
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		N/A 509a1 General Unrestricted 250
    NEW DRAMATISTS INC
    424 W 44TH ST
    NEW YORK,NY10036     		N/A 509a1 General Unrestricted 350
    NEW ISRAEL FUND
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A 509a1 Fulfillment Support of Shatil, The Mixed Cities Program and General Operating Support 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013     		N/A 509a1 General Unrestricted 350
    NEW YORK RESTORATION PROJECT
    254 W 31ST ST
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 1,250
    NEW YORK RESTORATION PROJECT
    254 W 31ST ST
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 500
    NEW YORK THEOLOGICAL SEMINARY
    475 RIVERSIDE DR STE 500
    NEW YORK,NY10115     		N/A 509a1 General Unrestricted 2,000
    NEW YORK UNIVERSITY
    726 BROADWAY 2ND FL RM 238
    NEW YORK,NY10003     		N/A 509a1 General Unrestricted 400
    NORDIC HERITAGE MUSEUM FOUNDATION
    3014 NW 67TH ST
    SEATTLE,WA98117     		N/A 509a1 General Unrestricted 250
    NORTH STAR FUND INC
    520 8TH AVE 22ND FL
    NEW YORK,NY10018     		N/A 509a1 General Unrestricted 1,000
    NORTHEASTERN UNIVERSITY SCHOOL OF LAW
    400 HUNTINGTON AVE
    BOSTON,MA02115     		N/A 509a1 Public Interest, Class of 92 Reunion and Dean Spieler Program 3,000
    NORTHWEST HARVEST E M M
    PO BOX 12272
    SEATTLE,WA98102     		N/A 509a1 General Unrestricted 400
    NPOWER NORTHWEST
    403 23RD AVE S
    SEATTLE,WA98144     		N/A 509a1 General Unrestricted 1,000
    OASIS CHRISTIAN CENTER
    539 GREELEY AVE
    STATEN ISLAND,NY10306     		N/A 509a1 Hurricane Sandy Recovery Efforts in Staten Island 1,000
    ORGANIZATION TO AID AFRICAN ORPHANS INC
    PO BOX 104
    GLADWYNE,PA19035     		N/A 509a1 General Unrestricted 300
    P E F ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVE STE 607
    NEW YORK,NY10017     		N/A 509a1 Israel Family Planning Assn, Al Manarah, Israel Free Loan Scty Inter-Religious Coordinating Cncl in Israel 1,800
    PACIFIC LUTHERAN UNIVERSITY - RADIO DIVISION
    2601 4TH AVE STE 150
    SEATTLE,WA98121     		N/A 509a1 General Unrestricted 250
    PENINSULA HUMANE SOCIETY & SPCA
    1450 ROLLINS RD
    BURLINGAME,CA94010     		N/A 509a2 General Unrestricted 400
    PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED
    ONE N HARVARD YARD
    CAMBRIDGE,MA02138     		N/A 509a1 General Unrestricted 300
    PLANNED PARENTHOOD ASSN OF METRO WASHINGTON DC INC
    1108 16TH ST NW
    WASHINGTON,DC20036     		N/A 509a2 General Unrestricted 400
    PLANNED PARENTHOOD OF THE GREAT NORTHWEST
    2001 E MADISON ST
    SEATTLE,WA98122     		N/A 509a2 General Unrestricted 400
    PRINCETON UNIVERSITY
    GIFT RECORDS BOX 5357
    PRINCETON,NJ08543     		N/A 509a1 General Unrestricted 800
    PROJECT ENTERPRISE
    144 W 125TH ST FL 4
    NEW YORK,NY10027     		N/A 509a1 General Unrestricted 1,000
    QUEEN ANNE HELPLINE INC
    311 W MCGRAW ST
    SEATTLE,WA98119     		N/A 509a1 General Unrestricted 400
    RACHAELS WOMENS CENTER
    1222 11TH ST NW
    WASHINGTON,DC20001     		N/A 509a1 General Unrestricted 1,000
    RADIO BILINGUE INC
    5005 E BELMONT AVE
    FRESNO,CA93727     		N/A 509a1 General Unrestricted 2,000
    RECONSTRUCTIONIST RABBINICAL COLLEGE
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A 509a1 General Unrestricted 1,000
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DR
    SAN JOSE,CA95131     		N/A 509a1 General Unrestricted 400
    RICHARD HUGO HOUSE
    1634 11TH AVE
    SEATTLE,WA98122     		N/A 509a1 General Unrestricted 250
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A 509a1 General Unrestricted 500
    ROBERT J GIARD JR MEMORIAL FUND INC
    555 5TH AVE 11TH FL
    NEW YORK,NY10017     		N/A 509a1 General Unrestricted 1,500
    ROMAN CATHOLIC CHURCH OF THE ASCENSION
    221 W 107TH ST
    NEW YORK,NY10025     		N/A 509a1 General Unrestricted 750
    ROUND HOUSE THEATRE INC
    PO BOX 30688
    BETHESDA,MD20824     		N/A 509a1 General Unrestricted 500
    SALISBURY UNIVERSITY FOUNDATION INC
    PO BOX 2655
    SALISBURY,MD21802     		N/A 509a1 Radio Broadcasting Station 250
    SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION
    3401 CSM DR
    SAN MATEO,CA94402     		N/A 509a1 KCSM RADIO 250
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		N/A 509a1 Health Advocacy Program 400
    SAVE THE BAY
    1330 BROADWAY STE 1800
    OAKLAND,CA94612     		N/A 509a1 General Unrestricted 400
    SEATTLE ART MUSEUM
    1300 1ST AVE
    SEATTLE,WA98101     		N/A 509a1 General Unrestricted 200
    SEATTLE ARTS AND LECTURES INC
    105 MAIN ST STE 201
    SEATTLE,WA98104     		N/A 509a2 General Unrestricted 250
    SEATTLE EDUCATION ACCESS
    6920 ROOSEVELT WAY NE STE 355
    SEATTLE,WA98115     		N/A 509a1 General Unrestricted 200
    SEATTLE SCENIC STUDIOS
    PO BOX 46313
    SEATTLE,WA98146     		N/A 509a1 General Unrestricted 400
    SEATTLE UNIVERSITY FOUNDATION
    901 12TH AVE PO BOX 222000
    SEATTLE,WA98122     		N/A 509a1 MNPL Program of The Institute of Public Service 250
    SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES
    750 CURTNER AVE
    SAN JOSE,CA95125     		N/A 509a1 General Unrestricted 500
    SHAKESPEARE THEATRE
    516 8TH ST SE
    WASHINGTON,DC20003     		N/A 509a2 General Unrestricted 250
    SHMA INSTITUTE
    1 GOJO PLZ STE 350
    AKRON,OH44311     		N/A 509a1 General Unrestricted 200
    SHUNPIKE ARTS COLLECTIVE
    3518 FREMONT AVE N BOX 118
    SEATTLE,WA98103     		N/A 509a1 General Unrestricted 350
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A 509a1 Posner Scholarship Fund 1,000
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DR SW
    WASHINGTON,DC20560     		N/A 509a1 General Unrestricted 250
    SOME INC
    60 O ST NW
    WASHINGTON,DC20001     		N/A 509a1 General Unrestricted 1,000
    ST ANNS CORNER OF HARM REDUCTION INC
    310 WALTON AVE STE 201
    BRONX,NY10451     		N/A 509a1 General Unrestricted 200
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		N/A 509a1 General Unrestricted 250
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		N/A 509a1 General Unrestricted 400
    ST BRENDAN THE NAVIGATOR
    4633 SHILOH RD
    CUMMING,GA30040     		N/A 509a1 Haiti Reach Program 100
    STRATHMORE HALL FOUNDATION INC
    5301 TUCKERMAN LN
    N BETHESDA,MD20852     		N/A 509a1 General Unrestricted 250
    STS CONSTANTINE AND HELEN ROMANIAN ORTHODOX CHURCH
    664 DICKENS RD NW
    LILBURN,GA30047     		N/A 509a1 General Unrestricted 300
    STUDIO THEATRE INC
    1501 14TH ST NW
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 250
    SUPER LEADERS INCORPORATED
    2127 G ST NW STE 303
    WASHINGTON,DC20052     		N/A 509a1 General Unrestricted 1,000
    SUPPORT CENTER FOR NONPROFIT MANAGEMENT INC
    42 BROADWAY 20TH FLR
    NEW YORK,NY10004     		N/A 509a1 General Unrestricted 1,500
    THE JEWISH COMMUNITY CENTER IN MANHATTAN INC
    334 AMSTERDAM AVE
    NEW YORK,NY10023     		N/A 509a1 General Unrestricted 300
    THE JEWISH FEDERATION OF GREATER WASHINGTON INC
    6101 MONTROSE RD
    ROCKVILLE,MD20852     		N/A 509a1 General Unrestricted 1,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		N/A 509a1 General Unrestricted 250
    THE SCHECHTER INSTITUTES INC
    2300 COMPUTER AVE NO D-18
    WILLOW GROVE,PA19090     		N/A 509a1 General Unrestricted 1,000
    THE SHEPHERDS TABLE INC
    8210 DIXON AVE STE A
    SILVER SPRING,MD20910     		N/A 509a1 General Unrestricted 500
    THEATRE PUGET SOUND
    PO BOX 19643
    SEATTLE,WA98109     		N/A 509a1 General Unrestricted 250
    THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT
    1 GLOBAL PL
    GLENDALE,AZ85306     		N/A 509a1 General Unrestricted 400
    TRANSLATORS WITHOUT BORDERS-US INC
    30 MAIN ST
    DANBURY,CT06810     		N/A 509a1 Kenya Tanzania Swahili Translation Center Funding Program 5,000
    TREEHOUSE
    2100 24TH AVE S STE 200
    SEATTLE,WA98144     		N/A 509a1 General Unrestricted 400
    TRUSTEES OF THE CORCORAN GALLERY OF ART
    510 17TH ST NW
    WASHINGTON,DC20006     		N/A 509a1 General Unrestricted 250
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A 509a1 Alumnae Fund 400
    U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
    2231 CRYSTAL DR STE 350
    ARLINGTON,VA22202     		N/A 509a2 General Unrestricted 250
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
    130 E 59TH ST
    NEW YORK,NY10022     		N/A 509a1 General Unrestricted 1,000
    UNITED WAY OF THE NATIONAL CAPITAL AREA
    1577 SPRING HILL RD STE 420
    VIENNA,VA22182     		N/A 509a1 General Unrestricted 1,000
    WASHINGTON AREA WOMENS FOUNDATION INC
    1331 HST NW STE 1000
    WASHINGTON,DC20003     		N/A 509a1 General Unrestricted 1,000
    WASHINGTON DISTRICT OF COLUMBIA JEWISH COMMUNITY CENTER INC
    1529 16TH ST NW
    WASHINGTON,DC20036     		N/A 509a2 Irving Wallace Camping Program Scholarships Fund 1,000
    WASHINGTON HEBREW CONGREGATION
    3935 MACOMB ST NW
    WASHINGTON,DC20016     		N/A 509a1 General Unrestricted 180
    WASHINGTON JESUIT ACADEMY
    900 VARNUM ST NE
    WASHINGTON,DC20017     		N/A 509a1 General Unrestricted 5,000
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
    1400 16TH ST NW STE 740
    WASHINGTON,DC20036     		N/A 509a1 Support of The Washington AIDS Partnership 1,000
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A 509a1 General Unrestricted 800
    WEST SIDE HATZOLOH
    131 W 86TH ST
    NEW YORK,NY10024     		N/A 509a1 General Unrestricted 400
    WESTERN WASHINGTON UNIVERSITY FOUNDATION
    516 HIGH ST
    BELLINGHAM,WA98225     		N/A 509a1 Department of Theatre and Dance of the College of Fine and Performing Arts 400
    WHITMAN-WALKER CLINIC INC
    1701 14TH ST NW
    WASHINGTON,DC20009     		N/A 509a1 General Unrestricted 400
    WOODLAND SCHOOL
    360 LA CUESTA DR
    PORTOLA VALLEY,CA94028     		N/A 509a1 General Unrestricted 400
    WOOLLY MAMMOTH THEATRE CO
    641 D ST NW
    WASHINGTON,DC20004     		N/A 509a2 General Unrestricted 500
    YOUTH THEATER NORTHWEST
    PO BOX 296
    MERCER ISLAND,WA98040     		N/A 509a2 General Unrestricted 250
    Total .................................bullet 3a 184,050
    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     14 267  
    4 Dividends and interest from securities....     14 116,534  
    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 59,258  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aInt Income from Notes Receivable     14 33,625  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   209,684  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13209,684
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID: 12000057
    Software Version: 12.19.1011.1
    Part VI Line 7 - Tax Paid Original Return: 6432


    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
    Posner-Wallace Foundation
     
    Employer identification number

    52-6037555
    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
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Estate of Irving Wallace - James R    
    POB 1585 Cathedral Station
       
    New York, NY   10025

    		$1,289,717


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    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
    1
    		 BERNSTEIN EMERGING MARKETS SNEMX, 736.984 sh.   $18,579 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AllianceBern Global Bond Adv ANAYX, 6318.997 sh.   $53,901 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MFS MUNICIPAL HIGH INCOME CL A MMHYX, 21662.478 sh.   $175,033 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 OHIO ST HIGHER ED -4.500 - 01/15/2031 67756AYW6, 100000 sh.   $102,614 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALLIANCEBERSTEIN LG CAP GR ADV APGYX, 1825.574 sh.   $50,806 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BERNSTEIN TAX-MANAGED INTERNATIONAL PORTFOLIO SNIVX, 6129.554 sh.   $76,558 2012-07-06
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Name of organization
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    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
    1
    		 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO SNIDX, 11508.447 sh.   $162,384 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 50 sh.   $4,124 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALLIANCE BERNSTEIN EQUITY INCOME ADV AUIYX, 2531.74 sh.   $58,255 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALLIANCE BERNSTEIN VALUE FUND ADVSR CLASS ABVYX, 5657.725 sh.   $51,485 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALLIANCEBERN DISCOVERY GROWTH FUND CHCYX, 2127.272 sh.   $15,040 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALLIANCEBERNSTEIN GLOBAL THEMATIC GR A ALTFX, 234.566 sh.   $14,137 2012-07-06
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Name of organization
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    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
    1
    		 VERIZON COMMUNICATIONS VZ, 1014 sh.   $44,864 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DIST COLUMBIA BALLPARK - 5.000 - 02/01/2031 25476WBD2, 25000 sh.   $25,999 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALLIANCEBERN DISCOVERY VALUE FUND ABYSX, 907.365 sh.   $15,089 2012-07-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MARYLAND ST HEALTH HIGHER ED 574217FL4, 10000 sh.   $10,114 2012-07-06
    (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
    Posner-Wallace Foundation
          		Employer identification number

    52-6037555
    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: 12000057
    Software Version: 12.19.1011.1

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

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         263,459 204,201     59,258  

    TY 2012 GeneralExplanationAttachment
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GMAC SMARTNOTES - 7.000 - 06/15/2022 20,000 19,673
    GMAC SMARTNOTES - 7.000 - 11/15/2024 10,004 9,840

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1000 shares of ABBOTT LABS 51,885 65,500
    5658 shares of ALLIANCE BERNSTEIN VALUE FUND ADVISOR CLASS 51,485 55,050
    8180 shares of ALLIANCEBERN DISCOVERY GROWTH FUND 54,440 61,183
    3504 shares of ALLIANCEBERN DISCOVERY VALUE FUND 57,853 60,786
    8894 shares of ALLIANCEBERN EQUITY INCOME ADV 193,005 208,827
    23986 shares of ALLIANCEBERN GLOBAL BOND ADV 203,468 206,518
    641 shares of ALLIANCEBERN GLOBAL THEMATIC GR ADV 45,455 44,203
    15990 shares of ALLIANCEBERN HIGH INCOME ADVISOR 141,837 152,066
    235 shares of ALLIANCEBERNSTEIN GLOBAL THEMATIC GR A 14,137 15,493
    1826 shares of ALLIANCEBERSTEIN LG CAP GR ADV 50,806 55,607
    13594 shares of ALLICANCEBERNSTEIN REALL ASSET ST 152,556 151,440
    8707 shares of AMERICAN FUNDS BOND FD OF AMERICA A 112,054 112,760
    4770 shares of AMERICAN INVESTMENT CO OF AMERICA 90,705 143,866
    365 shares of APPLIED MATERIALS INC. 4,204 4,176
    140 shares of ASTRAZENECA 6,450 6,618
    50 shares of ATT CORP COM 1,455 1,686
    325 shares of BANK OF AMERICA CORP 3,251 3,773
    65 shares of BBT CP 2,185 1,892
    50 shares of BERKSHIRE HATHAWAY INC. CLASS B 4,124 4,485
    3361 shares of BERNSTEIN EMERGING MARKETS 95,454 95,005
    33096 shares of BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 467,005 466,316
    16625 shares of BERNSTEIN INTERNATIONAL PORTFOLIO 230,642 231,254
    6130 shares of BERNSTEIN TAX-MANAGED INTERNATIONAL PORTFOLIO 76,558 85,691
    12833 shares of BLACKROCK GNMA PORTFOLIO INSTITUTIONAL CLASS 130,458 130,770
    160 shares of BP PLC SPONSORED ADR 6,518 6,662
    16 shares of BUNGE LTD 1,064 1,163
    195 shares of CISCO SYSTEMS INC 3,609 3,832
    115 shares of CIT GROUP INC 4,150 4,444
    180 shares of CITIGROUP INC 4,893 7,121
    120 shares of COMCAST CORP CL A 4,360 4,483
    18 shares of CUMMINS INC 1,742 1,950
    180 shares of DELTA AIR LINES INC 1,351 2,137
    24 shares of DIAMOND OFFSHORE DRL 1,681 1,631
    33 shares of DIRECTV GROUP 1,492 1,655
    115 shares of DISCOVER FINL SVCS COM 4,551 4,433
    1000 shares of DOMINION RESOURCES INC 25,030 51,800
    700 shares of DU PONT DE NEMOURS 28,148 31,485
    25 shares of EDISION INTL 1,043 1,130
    1000 shares of EXELON CORPORATION 42,495 29,740
    1085 shares of EXXON MOBIL CORP 8,898 93,907
    50 shares of FIDELITY NATIONAL FINANCIAL INC 995 1,178
    3000 shares of FIRST TRUST MLP AND ENERGY INCOME FUND 60,000 61,950
    13 shares of FLOWSERVE CP 1,747 1,908
    200 shares of FORD MOTOR COMPANY 2,174 2,590
    60 shares of GAMESTOP CORP 1,237 1,505
    70 shares of GANNETT CO INC 818 1,261
    3600 shares of GENERAL ELECTRIC CO 30,093 75,564
    600 shares of GENERAL MOTORS CORP SR NTS - 7.250 - 04/15/2041 1,374  
    800 shares of GENERAL MOTORS CORP SR NTS - 7.250 - 07/15/2041 1,832  
    400 shares of GMAC LLC NTS - 7.250 - 02/07/2033 10,004 10,000
    20 shares of HARRIS CORP DEL 985 979
    30 shares of HEALTH NET INC 788 729
    35 shares of HELMERICH PAYNE 1,597 1,960
    350 shares of HEWLETT PACKARD CO 8,965 4,988
    2000 shares of INTEL CORP 37,624 41,240
    500 shares of INTERNATIONAL BUSINESS MACHINES 7,586 95,775
    3682 shares of IVY SCIENCE AND TECHNOLOGY 101,084 129,808
    1000 shares of JOHNSON JOHNSON 18,625 70,100
    45 shares of JP MORGAN CHASE CO 1,986 1,979
    200 shares of KROGER CO 4,693 5,204
    50 shares of LEAR CORP 2,111 2,342
    65 shares of LYONDELLBASELL INDUSTRIES NV 2,775 3,711
    85 shares of MACYS INC 3,164 3,317
    50 shares of MCGRAW-HILL 2,273 2,734
    45 shares of MEDTRONIC INC 1,986 1,846
    21662 shares of MFS MUNICIPAL HIGH INCOME CL A 175,033 180,015
    325 shares of MGM RESORTS INTERNATIONAL 3,946 3,783
    400 shares of MICRON TECHNOLOGY 2,300 2,536
    35 shares of MOTORS LIQ CO GUC TR UBI   742
    1000 shares of NEXTERA ENERGY CAPITAL HOLDINGS INC 8.75 3/01/69 25,600 26,710
    1000 shares of NOVARTIS AG ADR 55,676 63,300
    2100 shares of NUVEEN FLTG RT INC 30,594 25,599
    2000 shares of NUVEEN QUAL PFD INC 29,815 17,340
    120 shares of NV ENERGY INC 1,846 2,177
    22 shares of PARTNERRE LTD. COM 1,800 1,771
    375 shares of PFIZER INC. 6,966 9,405
    125 shares of PULTE GROUP INC. 1,698 2,270
    500 shares of ROYAL DUTCH SHEL PLC SPONS ADR B 37,802 35,445
    25 shares of ROYAL DUTCH SHELL PLC 1,831 1,724
    1500 shares of SAUL CENTERS, INC. PFD A 33,754 38,550
    40 shares of STATE STREET CORPORATION 1,717 1,880
    1928 shares of TEMPLETON GLOBAL INCOME FUND 15,328 18,200
    25 shares of TIME WARNER CABLE INC 1,544 2,430
    20 shares of TIMKEN CO COM 905 957
    75 shares of TJX COMPANIES INC 3,432 3,184
    20 shares of TRW AUTOMOTIVE HOLDINGS CORP 711 1,072
    160 shares of TYSON FOODS INC CL A 2,840 3,104
    800 shares of UNION PACIFIC 5,794 100,576
    75 shares of US BANCORP DEL 2,601 2,396
    20 shares of VALIDUS HLDS LTD 687 692
    1814 shares of VERIZON COMMUNICATIONS 58,088 78,492
    30 shares of VERTEX PHARMCTLS INC 1,350 1,257
    65 shares of VIACOM INC. CL B 2,927 3,428
    3100 shares of WASH REAL EST INV TR MARYLAND 22,136 81,065
    95 shares of WELLPOINT INC 5,922 5,787
    195 shares of WELLS FARGO CO. 6,335 6,665

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    138,726
    State & Local Government Securities - End of Year Fair Market Value:


    141,218


    TY 2012 OtherExpensesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 19,748     19,748
    Bank Charges 264 264    
    Foundation Dues Memberships 2,050     2,050
    Premium Payment for Property Insurance 250     250


    TY 2012 OtherIncomeSchedule2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Interest Income from Notes Receivable 33,625 33,625  


    TY 2012 OtherNotesLoansRcvblShortSch2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Name of 501(c)(3) Organization Balance Due
    FINCA International
          		100,000
    FINCA International
          		100,000
    Root Capital Inc
          		25,000
    Root Capital Inc
          		25,000
    Root Capital Inc
          		50,000
    ImpactAssets Inc (RE HISP Matter)
          		100,000
    Nonprofit Finance Fund
          		100,000


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 7,462 7,462    


    TY 2012 TaxesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Software ID:12000057
    Software Version:12.19.1011.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Back-up Withholding 1,132      
    Estimated Tax for 2012 5,300      
    Foreign Tax Paid 372 372    
    IRS Excise Tax Payment with 1st ext 990-PF 3,753