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
BLACK 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

87-0651267
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$1,529,582
J 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...... 36,498 33,339  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,004
b Gross sales price for all assets on line 6a 625,797
7 Capital gain net income (from Part IV, line 2)... 49,004
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........ 85,502 82,343  
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)....... 1,500     1,500
c Other professional fees (attach schedule).... 20,870 12,522   8,348
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 4,122 531    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,492 13,053   9,848
25 Contributions, gifts, grants paid........ 40,541 40,541
26 Total expenses and disbursements. Add lines 24 and 25 67,033 13,053   50,389
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,469
b Net investment income (if negative, enter -0-) 69,290
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...............   106 106
2 Savings and temporary cash investments.......... 15,031 64,567 64,567
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,271,494 Click to see attachment1,243,322 1,464,909
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 1,286,525 1,307,995 1,529,582
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......... 1,286,525 1,307,995
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).................... 1,286,525 1,307,995
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,286,525 1,307,995
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 1,286,525
2 Enter amount from Part I, line 27a..................... 2 18,469
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3,001
4 Add lines 1, 2, and 3.......................... 4 1,307,995
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 1,307,995
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 LIMITED BRANDS INC   2010-06-01 2011-10-03
b LIMITED BRANDS INC   2010-06-01 2012-06-26
c LIMITED BRANDS INC   2010-06-02 2012-06-26
d LIMITED BRANDS INC   2010-06-01 2012-06-26
e LIMITED BRANDS INC   2010-06-02 2012-06-27
LIMITED BRANDS INC   2010-06-02 2012-06-28
LIMITED BRANDS INC   2010-06-02 2012-06-29
LIMITED BRANDS INC   2010-06-02 2012-08-15
APPLE INC   2010-05-03 2011-10-12
APPLE INC   2010-05-03 2012-08-15
CF INDS HLDGS INC   2012-02-06 2012-08-15
CVS CAREMARK CORP   2012-07-09 2012-08-15
CA INC   2007-09-21 2012-08-15
CA INC   2007-10-29 2012-08-15
CAPITAL ONE FINL   2010-03-29 2012-01-30
CAPITAL ONE FINL   2010-03-30 2012-01-30
CAPITAL ONE FINL   2010-03-30 2012-01-31
CAPITAL ONE FINL   2010-03-30 2012-08-15
CAPITAL ONE FINL   2010-04-05 2012-08-15
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-12
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-26
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-15
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-15
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   2010-03-03 2012-07-09
L-3 COMMNCTNS HLDGS   2007-10-08 2012-08-16
L-3 COMMNCTNS HLDGS   2007-10-09 2012-08-16
L-3 COMMNCTNS HLDGS   2007-10-09 2012-08-17
L-3 COMMNCTNS HLDGS   2007-10-10 2012-08-17
LOCKHEED MARTIN CORP   2005-11-25 2012-08-15
LOCKHEED MARTIN CORP   2005-11-28 2012-08-15
LORILLARD INC   2011-10-10 2012-08-15
MARATHON OIL CORP   2009-07-06 2012-08-15
MCKESSON CORPORATION COM   2006-01-10 2012-08-15
MERCK AND CO INC SHS   2012-06-25 2012-08-15
MICROSOFT CORP   2003-10-17 2012-08-15
MICROSOFT CORP   2006-06-13 2012-08-15
MOTOROLA SOLUTIONS INC   2010-09-13 2011-10-10
MOTOROLA SOLUTIONS INC   2010-09-13 2011-10-11
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-12
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-13
MOTOROLA SOLUTIONS INC   2010-09-14 2012-03-13
MOTOROLA SOLUTIONS INC   2010-10-25 2012-03-13
MOTOROLA SOLUTIONS INC   2010-10-25 2012-03-14
MOTOROLA SOLUTIONS INC   2010-10-25 2012-06-13
MOTOROLA SOLUTIONS INC   2011-01-31 2012-06-13
MOTOROLA SOLUTIONS INC   2011-01-31 2012-06-14
MOTOROLA SOLUTIONS INC   2011-02-01 2012-06-14
MOTOROLA SOLUTIONS INC   2011-02-01 2012-06-15
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   2011-03-14 2012-06-12
GAP INC DELAWARE   2009-10-26 2012-08-15
GOOGLE INC CL A   2012-06-25 2012-08-15
HERSHEY COMPANY   2010-10-11 2011-11-28
HERSHEY COMPANY   2010-10-12 2011-11-28
HERSHEY COMPANY   2010-10-12 2012-08-15
HONEYWELL INTL INC DEL   2007-06-26 2012-08-15
INTL PAPER CO   2007-09-10 2012-06-26
INTL PAPER CO   2010-03-01 2012-06-26
INTL PAPER CO   2010-03-01 2012-06-26
INTL PAPER CO   2010-03-02 2012-06-26
INTL PAPER CO   2010-03-03 2012-06-26
INTL PAPER CO   2010-03-03 2012-06-27
INTL PAPER CO   2010-05-24 2012-06-27
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   2012-06-07 2012-08-15
JOHNSON AND JOHNSON COM   2000-12-29 2011-10-12
JOHNSON AND JOHNSON COM   2000-12-29 2012-02-06
JOHNSON AND JOHNSON COM   2001-05-07 2012-02-06
JOHNSON AND JOHNSON COM   2004-09-08 2012-02-06
JOHNSON AND JOHNSON COM   2006-01-06 2012-02-06
JOHNSON AND JOHNSON COM   2006-01-06 2012-08-15
KROGER CO   2006-12-13 2012-07-09
KROGER CO   2006-12-13 2012-07-10
KROGER CO   2006-12-14 2012-07-10
KROGER CO   2006-12-14 2012-07-10
KROGER CO   2006-12-14 2012-07-11
KROGER CO   2011-02-28 2012-07-11
KROGER CO   2011-02-28 2012-07-12
KROGER CO   2011-02-28 2012-07-13
KROGER CO   2011-03-28 2012-07-13
KROGER CO   2011-03-28 2012-07-16
KROGER CO   2011-03-28 2012-07-17
L-3 COMMNCTNS HLDGS   2007-08-21 2012-08-13
L-3 COMMNCTNS HLDGS   2007-08-22 2012-08-13
L-3 COMMNCTNS HLDGS   2007-08-22 2012-08-14
L-3 COMMNCTNS HLDGS   2007-08-23 2012-08-14
L-3 COMMNCTNS HLDGS   2007-10-08 2012-08-14
L-3 COMMNCTNS HLDGS   2007-10-08 2012-08-15
L-3 COMMNCTNS HLDGS   2007-10-08 2012-08-15
ACTIVISION BLIZZARD INC   2011-08-16 2012-02-13
ACTIVISION BLIZZARD INC   2011-08-16 2012-02-14
ACTIVISION BLIZZARD INC   2011-08-16 2012-08-15
AETNA INC NEW   2004-11-30 2012-06-11
AETNA INC NEW   2005-03-01 2012-06-11
ATT INC   2008-11-17 2012-08-15
ACTIVISION BLIZZARD INC   2011-08-15 2012-02-13
AETNA INC NEW   2005-03-01 2012-08-15
AETNA INC NEW   2005-03-01 2012-08-27
AETNA INC NEW   2006-06-13 2012-08-27
AETNA INC NEW   2007-03-08 2012-08-27
AETNA INC NEW   2007-03-08 2012-08-28
AETNA INC NEW   2007-07-30 2012-08-28
AETNA INC NEW   2007-07-30 2012-08-29
AETNA INC NEW   2007-07-30 2012-08-29
AETNA INC NEW   2007-07-30 2012-08-30
ALTERA CORP COM   2010-11-08 2011-10-12
ALTERA CORP COM   2010-11-08 2012-01-03
ALTERA CORP COM   2010-11-08 2012-01-04
AMGEN INC COM PV 0.0001   2008-11-03 2012-06-12
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-13
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-14
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-16
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-16
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-17
AMGEN INC COM PV 0.0001   2008-11-04 2012-08-17
PHILLIPS 66 SHS   2010-02-17 2012-05-08
MURPHY OIL CORP   2011-03-15 2012-06-12
MURPHY OIL CORP   2011-03-15 2012-06-13
NRG ENERGY INC   2007-12-27 2012-08-15
NEWS CORP CL A   2010-08-30 2011-10-12
NORTHROP GRUMMAN CORP   2009-08-04 2012-08-15
OCCIDENTAL PETE CORP CAL   2005-10-17 2011-10-17
OCCIDENTAL PETE CORP CAL   2005-10-19 2011-10-17
OCCIDENTAL PETE CORP CAL   2006-06-13 2011-10-17
OCCIDENTAL PETE CORP CAL   2007-03-08 2011-10-17
PHILIP MORRIS INTL INC   2011-10-17 2012-08-15
PHILLIPS 66 SHS   2008-06-03 2012-05-07
PHILLIPS 66 SHS   2008-06-04 2012-05-07
PHILLIPS 66 SHS   2008-06-04 2012-05-07
PHILLIPS 66 SHS   2008-06-05 2012-05-07
PHILLIPS 66 SHS   2008-06-09 2012-05-07
PHILLIPS 66 SHS   2008-06-09 2012-05-08
PHILLIPS 66 SHS   2008-06-12 2012-05-08
PHILLIPS 66 SHS   2010-02-16 2012-05-08
PHILLIPS 66 SHS   2010-02-18 2012-05-08
PRUDENTIAL FINANCIAL INC   2010-05-24 2012-08-15
RAYTHEON CO DELAWARE NEW   2006-05-04 2012-08-15
ROSS STORES INC COM   2008-10-21 2012-08-15
SAFEWAY INC NEW   2006-01-11 2012-07-09
SAFEWAY INC NEW   2006-01-13 2012-07-09
SAFEWAY INC NEW   2006-01-13 2012-07-10
SAFEWAY INC NEW   2006-06-13 2012-07-10
SAFEWAY INC NEW   2006-06-13 2012-07-11
SAFEWAY INC NEW   2007-03-08 2012-07-11
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   2010-06-22 2012-03-14
SARA LEE CORP COM   2010-06-23 2012-03-14
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 2012-08-15
TARGET CORP COM   2010-03-02 2012-08-15
TARGET CORP COM   2010-03-03 2012-08-15
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   2010-04-05 2012-07-12
CARDINAL HEALTH INC OHIO   2010-04-05 2012-07-13
CARDINAL HEALTH INC OHIO   2010-04-05 2012-07-16
CARDINAL HEALTH INC OHIO   2010-04-06 2012-07-16
CARDINAL HEALTH INC OHIO   2010-04-06 2012-07-17
CARDINAL HEALTH INC OHIO   2010-04-07 2012-07-17
CHEVRON CORP   2001-01-11 2012-08-15
CHUBB CORP   2008-02-26 2012-08-15
CITIGROUP INC COM NEW   2012-06-12 2012-08-15
CLIFFS NATURAL RESOURCES   2011-05-31 2011-09-06
CLIFFS NATURAL RESOURCES   2011-05-31 2011-10-12
CONAGRA FOODS INC   2009-06-22 2012-06-13
CONAGRA FOODS INC   2009-06-23 2012-06-13
CONAGRA FOODS INC   2009-06-23 2012-06-14
CONAGRA FOODS INC   2009-06-24 2012-06-14
CONAGRA FOODS INC   2009-06-24 2012-06-15
CONAGRA FOODS INC   2009-06-25 2012-06-15
CONAGRA FOODS INC   2009-06-25 2012-06-18
CONAGRA FOODS INC   2009-12-21 2012-06-18
CONOCOPHILLIPS   2008-06-03 2012-07-09
CONOCOPHILLIPS   2008-06-04 2012-07-09
CONOCOPHILLIPS   2008-06-04 2012-07-09
CONOCOPHILLIPS   2008-06-05 2012-07-09
CONOCOPHILLIPS   2008-06-09 2012-07-09
CONOCOPHILLIPS   2008-06-12 2012-07-09
CONOCOPHILLIPS   2008-06-12 2012-07-10
CONOCOPHILLIPS   2010-02-16 2012-07-10
CONOCOPHILLIPS   2010-02-17 2012-07-10
CONOCOPHILLIPS   2010-02-18 2012-07-10
CONOCOPHILLIPS   2010-02-18 2012-07-11
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 2011-10-12
DISCOVER FINL SVCS   2011-05-16 2012-03-26
DISCOVER FINL SVCS   2011-05-16 2012-08-15
DISH NETWORK CORPATION   2011-07-18 2011-10-12
DOVER CORP   2008-05-27 2012-08-15
DR PEPPER SNAPPLE GROUP   2010-07-12 2011-10-12
DR PEPPER SNAPPLE GROUP   2010-07-12 2012-04-23
DR PEPPER SNAPPLE GROUP   2010-07-12 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-25
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-04-25
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-08-15
ENGILITY HOLDINGS INC   2007-08-21 2012-07-24
ENGILITY HOLDINGS INC   2007-08-22 2012-07-24
ENGILITY HOLDINGS INC   2007-08-22 2012-07-24
ENGILITY HOLDINGS INC   2007-08-23 2012-07-24
ENGILITY HOLDINGS INC   2007-10-08 2012-07-24
ENGILITY HOLDINGS INC   2007-10-08 2012-07-24
ENGILITY HOLDINGS INC   2007-10-08 2012-07-24
ENGILITY HOLDINGS INC   2007-10-09 2012-07-24
ENGILITY HOLDINGS INC   2007-10-09 2012-07-25
ENGILITY HOLDINGS INC   2007-10-09 2012-07-25
ENGILITY HOLDINGS INC   2007-10-10 2012-07-25
ENGILITY HOLDINGS INC   2012-08-01 2012-08-01
EXPRESS SCRIPTS HLDG CO   2012-07-09 2012-08-15
EXXON MOBIL CORP COM   2006-09-21 2012-08-15
EXXON MOBIL CORP COM   2006-10-16 2012-08-15
GAP INC DELAWARE   2008-04-17 2012-08-15
TEXAS INSTRUMENTS   2009-10-05 2011-10-10
TEXAS INSTRUMENTS   2009-10-05 2011-10-10
TEXAS INSTRUMENTS   2009-10-05 2011-10-11
TEXAS INSTRUMENTS   2009-10-06 2011-11-15
TEXAS INSTRUMENTS   2011-02-28 2011-11-15
TEXAS INSTRUMENTS   2009-10-05 2011-11-15
TEXAS INSTRUMENTS   2009-10-06 2011-11-15
3M COMPANY   2012-06-25 2012-08-15
TRAVELERS COS INC   2006-06-13 2011-11-15
TRAVELERS COS INC   2007-01-22 2011-11-15
TRAVELERS COS INC   2005-09-29 2011-11-15
TRAVELERS COS INC   2006-06-13 2011-11-15
TRAVELERS COS INC   2007-01-22 2012-08-15
US BANCORP NEW   2012-07-23 2012-08-15
UNITEDHEALTH GROUP INC   2010-12-13 2012-06-04
UNITEDHEALTH GROUP INC   2010-12-13 2012-08-15
UNUM GROUP   2008-10-15 2011-10-12
UNUM GROUP   2008-10-20 2012-06-26
UNUM GROUP   2008-10-21 2012-06-26
UNUM GROUP   2008-10-15 2012-06-26
UNUM GROUP   2008-10-20 2012-06-26
UNUM GROUP   2008-10-21 2012-06-27
UNUM GROUP   2008-10-21 2012-06-27
UNUM GROUP   2008-10-21 2012-06-28
UNUM GROUP   2008-11-03 2012-06-28
UNUM GROUP   2008-11-03 2012-06-29
UNUM GROUP   2008-11-04 2012-06-29
UNUM GROUP   2008-11-04 2012-06-29
VALERO ENERGY CORP NEW   2011-11-14 2012-06-11
VERIZON COMMUNICATNS COM   2009-04-06 2011-10-12
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-26
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-26
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-27
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-28
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-28
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-29
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-29
VERIZON COMMUNICATNS COM   2009-07-28 2012-08-15
WELLPOINT INC   2003-10-27 2012-06-11
WELLPOINT INC   2003-10-27 2012-06-12
WELLPOINT INC   2006-06-13 2012-06-12
WELLPOINT INC   2008-10-27 2012-06-26
WELLPOINT INC   2006-06-13 2012-06-26
WELLPOINT INC   2007-03-08 2012-06-26
WELLPOINT INC   2008-10-27 2012-06-26
WELLPOINT INC   2008-10-27 2012-06-27
WELLPOINT INC   2008-10-27 2012-06-27
WELLPOINT INC   2008-10-27 2012-06-28
WELLPOINT INC   2010-03-05 2012-06-28
WELLPOINT INC   2010-03-05 2012-06-29
WSTN DIGITAL CORP DEL   2008-02-20 2012-08-15
WESTERN UN CO   2011-06-13 2011-10-12
WESTERN UN CO   2011-06-13 2012-08-15
NABORS INDUSTRIES LTD   2009-11-23 2012-08-28
NABORS INDUSTRIES LTD   2009-11-24 2012-08-28
NABORS INDUSTRIES LTD   2009-11-25 2012-08-28
NABORS INDUSTRIES LTD   2009-11-25 2012-08-28
NABORS INDUSTRIES LTD   2009-11-25 2012-08-29
LYONDELLBASELL INDUSTRIE   2011-08-08 2012-03-05
LYONDELLBASELL INDUSTRIE   2011-08-08 2012-03-06
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-03-06
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-08-15
AMGEN INC COM PV 0.0001   2008-11-04 2012-08-27
AMGEN INC COM PV 0.0001   2009-12-21 2012-08-27
ANALOG DEVICES INC COM   2011-01-18 2011-10-12
ANALOG DEVICES INC COM   2011-01-18 2012-08-15
APACHE CORP   2012-03-05 2012-08-28
APACHE CORP   2012-03-06 2012-08-28
CVS CORP   2012-07-09 2012-08-15
US BANCORP DEL   2012-07-23 2012-08-15
(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 4,981   3,336 1,645
b 2,906   1,808 1,098
c 164   102 62
d 2,914   1,808 1,106
e 2,861   1,792 1,069
2,904   1,817 1,087
3,216   1,945 1,271
933   486 447
1,221   798 423
2,517   1,064 1,453
837   748 89
531   568 -37
508   520 -12
330   339 -9
6,302   6,007 295
715   678 37
6,364   5,932 432
440   339 101
715   556 159
2,215   1,855 360
3,023   2,590 433
3,011   2,208 803
838   613 225
2,857   2,450 407
121   105 16
2,672   2,353 319
2,853   2,495 358
3,128   2,673 455
634   535 99
1,353   1,135 218
553   812 -259
3,177   4,728 -1,551
2,002   2,981 -979
1,726   2,567 -841
1,006   669 337
732   486 246
750   712 38
518   321 197
887   520 367
617   559 58
753   734 19
934   677 257
5,416   4,072 1,344
934   701 233
5,840   3,872 1,968
3,231   2,136 1,095
2,171   1,449 722
1,868   1,199 669
1,110   713 397
2,846   1,944 902
142   116 26
6,474   5,296 1,178
1,229   1,018 211
4,917   3,994 923
1,113   1,680 -567
2,234   3,429 -1,195
2,174   3,359 -1,185
45   70 -25
382   249 133
1,330   1,122 208
3,455   3,054 401
2,731   2,437 294
508   348 160
642   619 23
5,089   6,235 -1,146
622   529 93
2,440   2,092 348
3,085   2,745 340
449   406 43
1,548   1,397 151
2,844   2,247 597
1,239   949 290
4,207   3,279 928
1,412   1,180 232
6,254   5,023 1,231
1,229   1,100 129
643   532 111
1,501   1,222 279
2,742   2,066 676
12,729   11,376 1,353
3,786   3,622 164
616   562 54
3,992   4,247 -255
2,038   2,160 -122
181   194 -13
1,812   1,940 -128
3,378   3,589 -211
662   667 -5
3,907   4,096 -189
2,170   2,255 -85
1,771   1,915 -144
3,890   4,237 -347
4,010   4,381 -371
485   654 -169
3,189   4,338 -1,149
624   849 -225
2,428   3,272 -844
624   918 -294
3,579   5,279 -1,700
69   102 -33
1,125   1,011 114
3,258   2,900 358
576   549 27
1,288   890 398
644   557 87
854   623 231
4,914   4,432 482
865   854 11
1,326   1,263 63
1,949   2,021 -72
702   793 -91
77   88 -11
3,871   4,900 -1,029
1,991   2,514 -523
1,952   2,450 -498
932   1,183 -251
832   812 20
6,822   6,092 730
2,794   2,538 256
4,381   3,926 455
2,956   2,208 748
2,990   2,208 782
166   123 43
2,825   2,088 737
749   553 196
2,246   1,637 609
1,802   1,386 416
2,120   3,243 -1,123
1,341   2,070 -729
521   1,085 -564
741   538 203
683   422 261
5,835   2,629 3,206
6,668   2,888 3,780
8,335   4,673 3,662
1,667   929 738
1,293   945 348
238   340 -102
745   1,039 -294
655   923 -268
655   928 -273
774   1,131 -357
266   391 -125
738   1,066 -328
1,684   1,303 381
886   684 202
971   1,004 -33
955   785 170
1,781   392 1,389
2,877   4,029 -1,152
296   416 -120
2,582   3,600 -1,018
615   855 -240
2,594   3,542 -948
358   688 -330
5,168   3,616 1,552
3,190   2,255 935
10,485   7,323 3,162
107   75 32
1,495   1,045 450
1,840   3,274 -1,434
1,734   3,107 -1,373
1,716   3,068 -1,352
1,783   3,118 -1,335
1,941   3,330 -1,389
1,549   1,385 164
1,100   882 218
388   311 77
1,965   1,631 334
1,952   1,631 321
1,050   886 164
882   767 115
1,954   1,679 275
634   548 86
1,353   1,159 194
1,404   1,195 209
1,192   1,004 188
1,348   491 857
1,519   1,136 383
1,095   1,043 52
6,257   7,576 -1,319
639   902 -263
473   363 110
4,004   3,199 805
3,255   2,603 652
1,217   984 233
2,040   1,646 394
2,438   1,864 574
2,391   1,826 565
149   133 16
923   1,214 -291
2,659   3,424 -765
2,442   3,175 -733
2,388   3,122 -734
3,799   5,120 -1,321
2,116   2,796 -680
592   789 -197
6,131   4,378 1,753
6,562   4,659 1,903
861   604 257
2,331   1,623 708
9,321   12,557 -3,236
4,337   5,877 -1,540
4,288   5,861 -1,573
3,744   4,994 -1,250
1,169   1,545 -376
563   553 10
7,961   5,928 2,033
957   653 304
814   891 -77
684   628 56
627   619 8
3,278   3,170 108
605   580 25
3,673   3,577 96
628   629 -1
1,021   1,025 -4
810   710 100
15   23 -8
30   47 -17
103   164 -61
89   140 -51
15   25 -10
15   25 -10
133   227 -94
89   153 -64
31   51 -20
77   128 -51
61   102 -41
       
1,096   980 116
969   713 256
616   486 130
694   384 310
685   525 160
5,867   4,497 1,370
1,098   845 253
94   70 24
6,632   7,551 -919
4,197   3,059 1,138
6,828   5,051 1,777
555   516 39
1,206   895 311
1,724   1,554 170
2,539   1,955 584
2,250   1,662 588
829   673 156
563   567 -4
6,820   4,614 2,206
1,739   1,228 511
704   567 137
2,827   2,649 178
1,180   1,137 43
1,372   1,397 -25
2,392   2,263 129
2,108   2,020 88
1,675   1,606 69
3,289   3,175 114
523   468 55
2,717   2,373 344
765   729 36
670   638 32
2,769   3,110 -341
582   492 90
2,324   1,631 693
2,221   1,569 652
2,191   1,538 653
1,091   769 322
1,091   769 322
2,001   1,384 617
400   264 136
1,150   762 388
1,660   849 811
1,110   566 544
1,179   1,201 -22
4,731   2,726 2,005
1,596   1,625 -29
694   794 -100
2,151   1,243 908
1,119   641 478
3,286   1,884 1,402
1,517   922 595
2,705   2,543 162
4,473   4,279 194
1,627   1,124 503
648   777 -129
722   816 -94
2,222   3,070 -848
4,084   5,613 -1,529
991   1,398 -407
495   711 -216
2,316   3,381 -1,065
9,501   6,764 2,737
79   60 19
4,482   3,470 1,012
1,288   829 459
1,608   1,152 456
2,031   1,368 663
598   674 -76
487   476 11
8,070   9,880 -1,810
4,078   4,891 -813
37     37
4     4
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       1,645
b       1,098
c       62
d       1,106
e       1,069
      1,087
      1,271
      447
      423
      1,453
      89
      -37
      -12
      -9
      295
      37
      432
      101
      159
      360
      433
      803
      225
      407
      16
      319
      358
      455
      99
      218
      -259
      -1,551
      -979
      -841
      337
      246
      38
      197
      367
      58
      19
      257
      1,344
      233
      1,968
      1,095
      722
      669
      397
      902
      26
      1,178
      211
      923
      -567
      -1,195
      -1,185
      -25
      133
      208
      401
      294
      160
      23
      -1,146
      93
      348
      340
      43
      151
      597
      290
      928
      232
      1,231
      129
      111
      279
      676
      1,353
      164
      54
      -255
      -122
      -13
      -128
      -211
      -5
      -189
      -85
      -144
      -347
      -371
      -169
      -1,149
      -225
      -844
      -294
      -1,700
      -33
      114
      358
      27
      398
      87
      231
      482
      11
      63
      -72
      -91
      -11
      -1,029
      -523
      -498
      -251
      20
      730
      256
      455
      748
      782
      43
      737
      196
      609
      416
      -1,123
      -729
      -564
      203
      261
      3,206
      3,780
      3,662
      738
      348
      -102
      -294
      -268
      -273
      -357
      -125
      -328
      381
      202
      -33
      170
      1,389
      -1,152
      -120
      -1,018
      -240
      -948
      -330
      1,552
      935
      3,162
      32
      450
      -1,434
      -1,373
      -1,352
      -1,335
      -1,389
      164
      218
      77
      334
      321
      164
      115
      275
      86
      194
      209
      188
      857
      383
      52
      -1,319
      -263
      110
      805
      652
      233
      394
      574
      565
      16
      -291
      -765
      -733
      -734
      -1,321
      -680
      -197
      1,753
      1,903
      257
      708
      -3,236
      -1,540
      -1,573
      -1,250
      -376
      10
      2,033
      304
      -77
      56
      8
      108
      25
      96
      -1
      -4
      100
      -8
      -17
      -61
      -51
      -10
      -10
      -94
      -64
      -20
      -51
      -41
       
      116
      256
      130
      310
      160
      1,370
      253
      24
      -919
      1,138
      1,777
      39
      311
      170
      584
      588
      156
      -4
      2,206
      511
      137
      178
      43
      -25
      129
      88
      69
      114
      55
      344
      36
      32
      -341
      90
      693
      652
      653
      322
      322
      617
      136
      388
      811
      544
      -22
      2,005
      -29
      -100
      908
      478
      1,402
      595
      162
      194
      503
      -129
      -94
      -848
      -1,529
      -407
      -216
      -1,065
      2,737
      19
      1,012
      459
      456
      663
      -76
      11
      -1,810
      -813
      37
      4
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 49,004
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 40,197 1,402,402 000.028663
2009 60,073 1,162,314 000.051684
2008 62,760 854,719 000.073428
2007 62,137 1,264,451 000.049141
2006 22,023 1,315,772 000.016738
2 Total of line 1, column (d) ...................... 2 000.219654
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
. . .
3 000.043931
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 1,423,281
5 Multiply line 4 by line 3....................... 5 62,526
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 693
7 Add lines 5 and 6......................... 7 63,219
8 Enter qualifying distributions from Part XII, line 4.............. 8 50,389
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 1,386
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,386
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,386
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,851
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: 1851 7 1,851
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 10 465
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet465 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)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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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
    BRUCE BLACK TRUSTEE
    000.00
    0    
    PO BOX 3475
    PARK CITY,UT84060
    GARY BLACK TRUSTEE
    000.00
    0    
    PO BOX 18548
    KEARNS,UT84118
    CHARLES F BLACK JR TRUSTEE
    000.00
    0    
    PO BOX 100
    LEYTON,UT84041
    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
    1,402,210
    b
    Average of monthly cash balances.......................
    1b
    42,745
    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
    1,444,955
    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
    1,444,955
    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
    21,674
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,423,281
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    71,164
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    71,164
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,386
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,386
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,778
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    69,778
    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
    69,778
    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
    50,389
    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
    50,389
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    50,389
    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 69,778
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 38,555
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 50,389
    a Applied to 2010, but not more than line 2a 38,555
    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..... 11,834
    e Remaining amount distributed out of corpus  
    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  
    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 ..........
    57,944
    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 ......
     
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    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).)
    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
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NORTHWEST
    WASHINGTON,DC20002
    NONE 501(C)(3) GENERAL OPERATING 1,000
    PEACE HOUSE
    1912 SIDEWINDER DRIVE
    PARK CITY,UT84060
    NONE 501(C)(3) GENERAL OPERATING 2,000
    UTAH STATE UNIVERSITY
    900 OLD MAIN HILL
    LOGAN,UT84321
    NONE 501(C)(3) GENERAL OPERATING 10,000
    BIG BROTHERS BIG SISTERS
    151 EAST 5600 SOUTH
    SALT LAKE CITY,UT84107
    NONE 501(C)(3) GENERAL OPERATING 2,000
    HOPE BAPTIST CHURCH
    850 E CACTUS AVE
    LAS VEGAS,NV89183
    NONE 501(C)(3) GENERAL OPERATING 5,000
    BOUNTIFUL COMMUNITY CHURCH
    150 NORTH 400 EAST
    BOUNTIFUL,UT84010
    NONE 501(C)(3) GENERAL OPERATING 10,541
    UTAH SCHOOLS FOR THE DEAF AND BLIND
    742 HARRISON BLVD
    OGDEN,UT84404
    NONE 501(C)(3) GENERAL OPERATING 10,000
    Total .................................bullet 3a 40,541
    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 36,498  
    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 49,004  
    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)..   85,502  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1385,502
    (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: 1851


    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
    2011
    Name of organization
    BLACK FAMILY FOUNDATION
     
    Employer identification number

    87-0651267
    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) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    BLACK FAMILY FOUNDATION
     
    Employer identification number

    87-0651267
    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
     
     
     

         
     
       

    $  




    (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) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    BLACK FAMILY FOUNDATION
     
    Employer identification number

    87-0651267
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    BLACK FAMILY FOUNDATION
     
    Employer identification number

    87-0651267
    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) (2011)

    Additional Data


    Software ID: 11000218
    Software Version: 2012.0.0

    TY 2011 AccountingFeesSchedule
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    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 ExplnOfNonFilingWithAGStmt
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    Software ID:11000218
    Software Version:2012.0.0
    Statement:
    UTAH DOES NOT HAVE AN ATTORNEY GENERAL FILING REQUIREMENT.

    TY 2011 GeneralExplanationAttachment
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    Software ID:11000218
    Software Version:2012.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    Software ID:11000218
    Software Version:2012.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,243,322 1,464,909

    TY 2011 OtherIncreasesSchedule
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    Software ID:11000218
    Software Version:2012.0.0
    Description Amount
    COST BASIS ADJUSTMENT 9
    GAIN ON PY SALES SETTLED IN CY 655
    LOSS ON CY SALES NOT SETTLED AT YEAR END 2,337


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    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 20,870 12,522   8,348


    TY 2011 TaxesSchedule
    Name:
    BLACK FAMILY FOUNDATION
    EIN: 87-0651267
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PY FED EXCISE TAX 1,740 0 0 0
    ESTIMATED EXCISE TAX PAID 1,851 0 0 0
    FOREIGN TAX WITHHELD 531 531 0 0