TY 2012 Form 990PF

- TIN:

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
FRED M AND JESSIE A KIRBY
EPISCOPAL HOUSE INC

Number and street (or P.O. box number if mail is not delivered to street address)381 SUNSET ROAD Room/suite

City or town, state, and ZIP code
MOUNTAINTOP, PA187071770

A Employer identification number

24-0826175

B Telephone number (see instructions)

(570) 474-5800

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,520,992J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	111,000
2	Check
3	Interest on savings and temporary cash investments	22,540		15,821	22,540
4	Dividends and interest from securities......	130,223		130,223	130,223
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		166,174
b	Gross sales price for all assets on line 6a 1,318,519
7	Capital gain net income (from Part IV, line 2)...			166,174
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).......		31,580		31,580
12	Total. Add lines 1 through 11........	461,517		312,218	184,343
13	Compensation of officers, directors, trustees, etc.	33,631				33,631
14	Other employee salaries and wages......	46,893				46,893
15	Pension plans, employee benefits.......	18,997				18,997
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,850	2,000		3,850
c	Other professional fees (attach schedule)....		27,518	27,518
17	Interest...............
18	Taxes (attach schedule) (see instructions)
19	Depreciation (attach schedule) and depletion...		110,368
20	Occupancy..............	36,083				36,083
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		47,284			47,284
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	326,624		29,518		186,738
25	Contributions, gifts, grants paid........	0				0
26	Total expenses and disbursements. Add lines 24 and 25	326,624		29,518		186,738
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	134,893
b	Net investment income (if negative, enter -0-)			282,700
c	Adjusted net income (if negative, enter -0-)...				184,343

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2012)

Form 990-PF (2012)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	105	1,789	1,789
	2	Savings and temporary cash investments..........	154,250	201,765	201,765
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)	332,607	103,673	103,673
	b	Investments—corporate stock (attach schedule)........	4,207,162	4,590,228	4,590,228
	c	Investments—corporate bonds (attach schedule)........	199,383	387,962	387,962
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis 2,322,218
		Less: accumulated depreciation (attach schedule) 1,086,643	1,253,005	1,235,575	1,235,575
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,146,512	6,520,992	6,520,992
	17	Accounts payable and accrued expenses..........		200
	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 )
	23	Total liabilities (add lines 17 through 22)..........		200
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................	6,105,724	6,496,251
	25	Temporarily restricted................	40,788	24,541
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	6,146,512	6,520,792
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	6,146,512	6,520,992

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	6,146,512
2	Enter amount from Part I, line 27a.....................	2	134,893
3	Other increases not included in line 2 (itemize)	3	239,387
4	Add lines 1, 2, and 3..........................	4	6,520,792
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	6,520,792

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	UTX	P	2011-03-31	2012-01-13
b	PRU	P	2009-08-26	2012-01-13
c	VWO	P	2010-03-08	2012-03-13
d	JWN	P	2009-05-01	2012-04-30
e	MDY	P	2010-05-10	2012-08-31
	JCI	P	2011-12-02	2012-01-19
	UTX	P	2009-01-29	2012-01-13
	VB	P	2010-05-10	2012-03-13
	CSCO	P	2009-09-25	2012-05-10
	USB	P	2009-01-29	2012-08-31
	MDRX	P	2011-11-22	2012-03-13
	VWO	P	2010-03-08	2012-01-13
	APD	P	2010-07-27	2012-03-20
	CSCO	P	2009-09-03	2012-05-10
	AAPL	P	2009-10-15	2012-09-10
	APD	P	2011-03-31	2012-03-20
	EXC	P	2009-01-29	2012-01-19
	APD	P	2010-06-10	2012-03-20
	CSCO	P	2010-06-29	2012-05-10
	ADBE	P	2010-09-10	2012-11-13
	CSCO	P	2012-01-19	2012-05-10
	PFE	P	2009-06-19	2012-01-19
	AAPL	P	2009-10-15	2012-03-20
	PSX	P	2010-06-10	2012-05-23
	ADBE	P	2010-06-29	2012-11-13
	WFT	P	2011-10-19	2012-07-12
	PFE	P	2009-05-19	2012-01-19
	STR	P	2010-03-08	2012-03-20
	FED HOME LN BNK	P	2011-06-23	2012-07-02
	ADBE	P	2010-07-27	2012-11-13
	WFT	P	2011-11-22	2012-07-12
	PM	P	2009-03-25	2012-01-19
	TMO	P	2009-01-29	2012-03-20
	DHR	P	2010-04-16	2012-07-12
	ADBE	P	2010-10-13	2012-11-13
	SRE	P	2012-03-20	2012-07-27
	PM	P	2009-04-09	2012-01-19
	VB	P	2010-05-10	2012-03-20
	VWO	P	2010-03-08	2012-07-12
	ADBE	P	2009-01-29	2012-11-13
	USB	P	2012-01-13	2012-08-31
	PM	P	2009-02-17	2012-01-19
	MDY	P	2010-05-10	2012-03-20
	PSX	P	2010-07-27	2012-07-12
	UPS	P	2010-07-27	2012-12-21
	PEG	P	2012-07-27	2012-10-03
	PM	P	2008-11-24	2012-01-19
	EFA	P	2010-12-08	2012-04-30
	PSX	P	2010-06-10	2012-07-12
	UPS	P	2010-12-08	2012-12-21
	ADBE	P	2012-05-10	2012-11-13
	AMZN	P	2010-03-08	2012-03-13
	EFA	P	2010-07-27	2012-04-30
	COP	P	2010-07-27	2012-07-27
	UPS	P	2009-04-09	2012-12-21
	MET	P	2012-01-19	2012-12-28
	CLX	P	2010-09-10	2012-03-13
	APA	P	2009-03-04	2012-04-30
	SRE	P	2009-06-19	2012-07-27
	MET	P	2010-04-16	2012-12-28
	FED FARM CREDIT BK	P	2011-04-04	2012-03-30
	CLX	P	2010-07-07	2012-03-13
	APA	P	2009-03-17	2012-04-30
	COP	P	2010-06-10	2012-07-27
	MET	P	2010-12-28	2012-12-28
	JCI	P	2011-01-03	2012-01-19
	CLX	P	2010-03-08	2012-03-13
	APA	P	2009-04-09	2012-04-30
	VR FED HOME LN BK	P	2011-04-28	2012-08-24
	MET	P	2010-10-13	2012-12-28
	UPS	P	2011-10-19	2012-12-21
	MDY	P	2010-05-10	2012-03-13
	APA	P	2009-03-20	2012-04-30
	VB	P	2010-05-10	2012-08-31
	MET	P	2010-07-07	2012-12-28

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,260	11,401	-1,141
b	13,622	12,733	889
c	8,855	8,236	619
d	26,534	10,725	15,809
e	44,297	35,936	8,361
	16,227	15,919	308
	34,580	22,503	12,077
	7,772	6,368	1,404
	5,488	7,386	-1,898
	22,240	9,794	12,446
	27,745	28,923	-1,178
	47,407	49,416	-2,009
	9,109	7,261	1,848
	5,066	6,477	-1,411
	13,440	3,806	9,634
	13,663	13,587	76
	6,695	9,887	-3,192
	22,772	17,284	5,488
	2,955	3,808	-853
	3,262	3,217	45
	20,265	23,896	-3,631
	12,515	8,660	3,855
	9,029	2,854	6,175
	16	13	3
	13,047	10,933	2,114
	11,947	15,135	-3,188
	13,603	9,475	4,128
	4,882	3,578	1,304
	75,000	77,330	-2,330
	8,317	7,415	902
	11,947	14,135	-2,188
	9,256	4,877	4,379
	16,019	10,281	5,738
	9,915	7,981	1,934
	3,261	2,804	457
	7,081	5,883	1,198
	18,511	9,582	8,929
	23,629	19,105	4,524
	57,759	61,770	-4,011
	4,729	2,923	1,806
	11,204	9,703	1,501
	9,256	4,377	4,879
	55,266	43,842	11,424
	1,636	1,306	330
	14,906	12,953	1,953
	7,992	8,399	-407
	5,553	2,944	2,609
	43,044	45,643	-2,599
	6,284	4,823	1,461
	7,453	7,182	271
	6,523	6,427	96
	18,304	13,038	5,266
	33,628	32,401	1,227
	5,471	4,143	1,328
	14,906	10,811	4,095
	16,198	17,928	-1,730
	6,822	6,634	188
	7,159	4,280	2,879
	15,931	10,974	4,957
	10,528	14,666	-4,138
	50,000	50,000
	13,645	12,603	1,042
	7,159	4,747	2,412
	21,063	15,335	5,728
	3,240	4,469	-1,229
	16,227	19,995	-3,768
	6,823	6,177	646
	1,432	1,018	414
	100,000	102,560	-2,560
	5,669	7,017	-1,348
	7,453	6,913	540
	35,953	28,749	7,204
	7,159	4,961	2,198
	46,838	38,210	8,628
	3,240	3,820	-580

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			-1,141
b			889
c			619
d			15,809
e			8,361
			308
			12,077
			1,404
			-1,898
			12,446
			-1,178
			-2,009
			1,848
			-1,411
			9,634
			76
			-3,192
			5,488
			-853
			45
			-3,631
			3,855
			6,175
			3
			2,114
			-3,188
			4,128
			1,304
			-2,330
			902
			-2,188
			4,379
			5,738
			1,934
			457
			1,198
			8,929
			4,524
			-4,011
			1,806
			1,501
			4,879
			11,424
			330
			1,953
			-407
			2,609
			-2,599
			1,461
			271
			96
			5,266
			1,227
			1,328
			4,095
			-1,730
			188
			2,879
			4,957
			-4,138

			1,042
			2,412
			5,728
			-1,229
			-3,768
			646
			414
			-2,560
			-1,348
			540
			7,204
			2,198
			8,628
			-580

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	166,174
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 . . . . . . . . . . . . . . . .		3	-10,284

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? Yes No

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	316,669	4,887,568	0.064791
2010	232,635	4,185,208	0.055585
2009	338,726	4,189,775	0.080846
2008	504,516	4,924,405	0.102452
2007	449,992	5,641,867	0.079759

2	Total of line 1, column (d) ......................	2	0.383433
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.076687
4	Enter the net value of noncharitable-use assets for 2012 from Part X, line 5.....	4	6,235,170
5	Multiply line 4 by line 3.......................	5	478,156
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	2,827
7	Add lines 5 and 6.........................	7	480,983
8	Enter qualifying distributions from Part XII, line 4..............	8	279,676
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	5,654
	hereand 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	5,654
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	5,654
6	Credits/Payments:

a	2012 estimated tax payments and 2011 overpayment credited to 2012	6a	2,600
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	3,200
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,800
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	4
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	142
11	Enter the amount of line 10 to be: Credited to 2013 estimated tax142	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Yes

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

STEPHEN B KILLIAN Telephone no. bullet

(570) 718-1200

Located at bullet

345 PIERCE STREETKINGSTONPA ZIP+4 bullet

18704

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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? .................

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
WADE HO KIRBY	VICE PRES 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	VICE PRES 0.00	0	0	0
STEPHEN KILLIAN	TREASURER 1.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TREASURER 1.00	0	0	0
SLATER KIRBY	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
REVPAUL MARSHALL	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
REV DANIEL GUNN	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
MARIAN BURKE	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
LINDA KIRBY	SECRETARY 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	SECRETARY 0.00	0	0	0
KATHARINE CULBERTSON PRENTICE	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
JESSIE K LEE	PRESIDENT 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	PRESIDENT 0.00	0	0	0
GRACE K CULBERTSON	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
CLAUDIA SHARP	MANAGER 40.00	33,631	3,364	0
381 SUNSET RD MOUNTAIN TOP,PA18707	MANAGER 40.00	33,631	3,364	0
BETSY BELL CONDRON	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
MARIAN J LEE	TRUSTEE 0.00	0	0	0
381 SUNSET RD MOUNTAIN TOP,PA18707	TRUSTEE 0.00	0	0	0
EUGENE MILES PRENTICE IV	TRUSTEE 0.00	0	0	0
381 SUSNSET ROAD MOUNTAINTOP,PA18707	TRUSTEE 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1	THE ORGANIZATION IS AN ENDOWED CONFERENCE CENTER AVAILABLE TO THE CHARITABLE, EDUCATIONAL AND RELIGIOUS COMMUNITY.	279,503
2


3


4

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	N/A
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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,857,289

Average of monthly cash balances.......................

232,175

Fair market value of all other assets (see instructions)................

1,240,658

Total (add lines 1a, b, and c).........................

6,330,122

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,330,122

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see

instructions) .............................

94,952

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

6,235,170

Minimum investment return. Enter 5% of line 5..................

311,759

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2012 from Part VI, line 5......

Income tax for 2012. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

186,738

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

92,938

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

279,676

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

279,676

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)

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
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.......
b From 2008.......
c From 2009.......
d From 2010.......
e From 2011.......
fTotal of lines 3a through e.........
4Qualifying distributions for 2012 from Part
XII, line 4: $ 279,676
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.....
e Remaining amount distributed out of corpus		279,676
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		279,676
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 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............
8Excess distributions carryover from 2007 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2008....
b Excess from 2009....
c Excess from 2010....
d Excess from 2011....
e Excess from 2012....

Form 990-PF (2012)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total
	184,343	199,389	192,815	143,747	720,294
b 85% of line 2a .........	156,692	169,481	163,893	122,185	612,251
c Qualifying distributions from Part XII, line 4 for each year listed .....	279,676	316,669	232,635	339,817	1,168,797
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 ....	279,676	316,669	232,635	339,817	1,168,797
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...	207,839	162,919	139,507	139,659	649,924
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	22,540
4 Dividends and interest from securities....			14	130,223
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			14	21,837	144,337
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aCONFERENCE AND RETREAT SERVIC					29,730
bREFUND					1,850
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				174,600	175,917

13Total. Add line 12, columns (b), (d), and (e)..................

13350,517

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
11B	CONFERENCE AND RETREAT SERVICE FEES ARE EXEMPT PURPOSE INCOME COLLECTED TO COVER INCIDENTALS AND FEES FOR USE OF HOUSE AND GROUNDS

Form 990-PF (2012)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2012)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2012

Name of the organization

FRED M AND JESSIE A KIRBY
EPISCOPAL HOUSE INC

Employer identification number

24-0826175

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... 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 FRED M AND JESSIE A KIRBY EPISCOPAL HOUSE INC

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	ACORN FOUNDATION INC PO BOX 1945 MORRISTOWN, NJ 07962	$35,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	AP KIRBY JR FOUNDATION INC PO BOX 90 MENDHAM, NJ 07945	$76,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 FRED M AND JESSIE A KIRBY EPISCOPAL HOUSE INC

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

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 4

Name of organization
FRED M AND JESSIE A KIRBY
EPISCOPAL HOUSE INC

Employer identification number

24-0826175

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

(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

(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

(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

(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:
Software Version:

- TIN:

TY 2012 AccountingFeesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	5,850	2,000		3,850

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TY 2012 CompensationExplanation

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Person Name	Explanation
WADE HO KIRBY
STEPHEN KILLIAN
SLATER KIRBY
REVPAUL MARSHALL
REV DANIEL GUNN
MARIAN BURKE
LINDA KIRBY
KATHARINE CULBERTSON PRENTICE
JESSIE K LEE
GRACE K CULBERTSON
CLAUDIA SHARP
BETSY BELL CONDRON
MARIAN J LEE
EUGENE MILES PRENTICE IV

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TY 2012 DepreciationSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
LAND	1990-01-01	12,720
BLDG & IMPROVEMENT	1990-01-01	349,128	348,458	S/L	31.5000	670
VEHICLE	1990-01-01	13,776	13,776	S/L	3.0000
FURNISHINGS & EQUIPMENT	1991-01-01	141,617	141,617	S/L	7.0000
LAWN MOWERS	1992-06-19	528	528	S/L	5.0000
FILING CABINET	1992-08-21	214	214	S/L	5.0000
PAINTING	1992-09-09	17,995	17,995	S/L	7.0000
BOILER	1993-09-21	2,395	2,395	S/L	5.0000
WATER PUMP & TANK	1994-08-30	7,785	7,785	S/L	5.0000
EDGER	1994-06-10	476	476	S/L	5.0000
DELTA ELECTRIC	1998-10-05	3,628	3,628	S/L	7.0000
PENTIUM166=COMP GARDEN	1998-01-02	1,016	1,016	S/L	3.0000
TILE DISTRIBUTORS	1998-07-01	6,469	6,469	S/L	7.0000
ANTONIO BARATTA	1998-07-01	6,800	6,800	S/L	7.0000
TOM YOUNG-ELECTRICAL	1998-03-26	1,720	1,720	S/L	7.0000
JOS. BUSACCO	1998-07-01	2,720	2,720	S/L	7.0000
WICKES LUMBER	1998-07-01	4,572	4,572	S/L	7.0000
ROOF CANOPY-POWER BLDRS	1999-06-02	8,349	2,685	S/L	39.0000	214
CARPETING-MTTOP INTERIORS	1999-10-25	1,086	1,086	200DB	7.0000
GARAGE DOOR-QUALITY	1999-02-15	610	610	200DB	7.0000
WINDOW GLASS-GERMANO	1999-10-25	500	500	200DB	7.0000
CHAIR UPHOLSTER-WISE	1999-07-15	850	850	200DB	7.0000
CARPET-MTTOP INTERIOR	1999-03-08	1,200	1,200	200DB	7.0000
SPREADS-M.D. BROWN	1999-03-05	631	631	200DB	7.0000
MATRESSES-BEDROOM WHSE	1999-02-12	1,299	1,299	200DB	7.0000
ROOF IMPROVMENT-ROOF PRO	1999-05-11	825	825	200DB	7.0000
CHIMNEY REPAIR-POWER BLDR	2000-01-24	5,150	1,579	S/L	39.0000	132
WINDOW GLASS-GERMANO	2000-02-07	865	865	200DB	7.0000
CARPETING-MTTOP INTERIORS	2000-02-07	2,174	2,174	200DB	7.0000
POOL BATHHOUSE ROOF-ROOF PRO	2000-08-31	18,916	5,517	S/L	39.0000	485
CHAIRS-DAVIS PAINTING	2000-05-03	1,100	1,100	200DB	7.0000
PORCH COLUMNS-POWER BLDR	2000-05-30	11,025	3,286	S/L	39.0000	283
FRONT PORCH-POWER BLDR	2000-08-15	6,341	1,849	S/L	39.0000	163
TRACTOR - MT LAWN	2000-10-09	4,324	4,324	200DB	7.0000
TRUCK-MOTORWORLD	2000-10-23	22,062	22,062	200DB	5.0000
BATH/BULK DOORS-KELLY	2000-11-20	1,450	414	S/L	39.0000	37
ARCHITECT (IMPROV) KINSMAN	2000-12-31	8,218	2,327	S/L	39.0000	210
WEATHERVANE-DENN/LANE	2000-11-20	1,500	1,500	200DB	7.0000
SIDEPORCH-POWER BLDR	2000-11-30	8,703	2,483	S/L	39.0000	223
DISHWASHER-ARTIC AIR	2000-12-28	6,254	6,254	200DB	7.0000
HP PRINTER-STAPLES	2000-12-28	400	400	200DB	3.0000
ELECTRICAL WORK-DELTA	2000-12-28	1,301	368	S/L	39.0000	34
FRONT PORCH-POWER BLDR	2000-12-28	6,298	1,783	S/L	39.0000	162
FRONT PORCH ROOF-ROOF PRO	2000-12-28	4,000	1,132	S/L	39.0000	103
WATER PIPE-BUTTON	2000-12-28	2,500	708	S/L	39.0000	64
EXCAVATING-REESE	2000-12-28	13,088	3,705	S/L	39.0000	336
ELECTRICAL-ARC	2000-12-28	16,000	4,530	S/L	39.0000	410
KITCHEN FLOOR-GIANT	2000-12-28	6,110	6,110	200DB	7.0000
WINDOW TREATMENT-BOSCOV	2000-12-28	6,987	6,987	200DB	7.0000
CARPET-MTTOP INTERIOR	2000-11-20	826	826	200DB	7.0000
TENNIS BLACKTOP-MILLAN	2000-07-24	24,000	7,051	S/L	39.0000	616
TENNIS SURFACE-EYDLER	2000-10-09	6,200	6,200	200DB	7.0000
POOL PROJECT-VARIOUS	2000-12-28	109,165	30,907	S/L	39.0000	2,799
POOL-VARIOUS	2001-07-01	16,109	4,320	S/L	39.0000	413
KITCHEN-POWER BLDRS	2001-02-28	2,146	598	S/L	39.0000	55
PORCH - POWER BLDRS	2001-06-07	4,500	1,216	S/L	39.0000	116
WEATHERVANE-DENNINGER	2001-10-18	5,458	1,429	S/L	39.0000	139
CATCH BASINS-REESE EXC	2001-12-06	1,535	395	S/L	39.0000	40
CARPET, ETC-MTTOP IN	2001-02-28	1,652	1,652	200DB	7.0000
ROOF-ROOF PRO	2001-06-07	17,798	4,811	S/L	39.0000	456
ASBESTOS REMOVAL	2001-09-10	14,375	3,793	S/L	39.0000	369
GARAGE/APT-ROOF PRO	2001-11-29	2,879	772	S/L	39.0000	74
ARCHITECT-KINSMAN-HOUSE	2001-07-01	14,019	3,759	S/L	39.0000	360
HOUSE/POOL IMPV	2002-07-15	13,262	3,216	S/L	39.0000	340
WATER TOWER IMPROV	2003-09-10	32,725	6,958	S/L	39.0000	839
EAVES/DECK	2003-01-17	11,200	2,573	S/L	39.0000	287
ROOF	2003-05-30	10,309	2,280	S/L	39.0000	264
ROOF/GUTTER	2003-06-07	3,618	792	S/L	39.0000	93
BREEZEWAY	2003-05-30	8,535	1,888	S/L	39.0000	218
BLDG IMPROV	2003-06-30	6,831	1,496	S/L	39.0000	175
MASONRY-GARAGE DOORS	2004-11-08	3,068	561	S/L	39.0000	78
SOFFITS	2004-11-08	5,985	1,093	S/L	39.0000	154
LIGHTNING PROTECTOR	2004-10-15	1,130	1,024	200DB	10.0000	37
ROOF NO 8 MORNING ROOM	2004-05-19	11,198	2,189	S/L	39.0000	288
LAWN AERATOR	2004-06-10	1,495	1,495	200DB	7.0000
BATHROOM NO 8	2004-10-21	8,274	1,529	S/L	39.0000	212
DOORS POOL HOUSE	2004-06-03	2,200	425	S/L	39.0000	57
MANAGERS APT IMPRV	2004-03-31	949	190	S/L	39.0000	24
BATHROOM 8	2005-11-21	4,092	1,660	S/L	15.0000	272
TABLES	2005-09-13	395	395	S/L	5.0000
GABLE-SOFFITS	2005-09-20	2,726	1,136	S/L	15.0000	182
ROOF	2005-10-27	9,017	1,854	S/L	30.0000	300
STORM WINDOWS	2005-05-27	1,500	658	S/L	15.0000	100
SMOKE DETECTOR SYSTEM	2005-03-04	2,485	1,698	S/L	10.0000	249
TOWER RESTORATION	2005-11-09	4,477	920	S/L	30.0000	149
WINDOWS	2005-09-20	6,866	2,861	S/L	15.0000	458
MOWER/SAW	2005-04-16	10,243	10,243	S/L	5.0000
BLDG RENOVATIONS - KIRBY	2006-12-31	104,494	34,831	S/L	15.0000	6,967
BLDG RENOVATIONS - GUILFORD	2006-12-31	25,305	8,435	S/L	15.0000	1,687
BLDG RENOVATIONS - UNRESTRICTED	2006-12-31	45,660	15,220	S/L	15.0000	3,044
BLDG RENOVATIONS - A. P. KIRBY	2007-06-30	70,506	15,864	S/L	20.0000	3,525
BLDG RENOVATIONS - PRENTISE	2007-04-11	11,124	2,642	S/L	20.0000	556
BLDG RENOVATIONS - GUILFORD	2007-12-31	56,063	11,213	S/L	20.0000	2,803
BLDG RENOVATIONS - UNRESTRICTED	2007-10-30	130,942	27,280	S/L	20.0000	6,547
WINDOWS	2008-05-01	40,000	7,333	S/L	20.0000	2,000
CHAPEL COLUMNS/DOORS	2008-10-14	59,101	9,604	S/L	20.0000	2,955
CHIMNEY	2008-11-10	25,561	4,047	S/L	20.0000	1,278
FRONT PORCH	2008-12-19	50,990	7,649	S/L	20.0000	2,549
WINDOWS	2008-12-29	34,185	5,128	S/L	20.0000	1,709
CHAPEL RESTORATION	2008-04-15	60,508	11,345	S/L	20.0000	3,026
GARDEN/GATES/ROOF	2008-06-30	52,544	9,195	S/L	20.0000	2,627
BLDG REVOVATIONS - ALLAN P KIRBY FOUNDATION	2009-08-20	64,000	7,467	S/L	20.0000	3,200
BLDG RENOVATIONS - A P KIRBY FOUNDATION	2009-06-30	14,438	1,805	S/L	20.0000	722
BLDG RENOVATONS - GUILFORD FOUNDATION	2009-09-30	27,770	3,124	S/L	20.0000	1,389
BLDG RESTORATION - COLUMS, ROOF, PORCHES	2009-07-20	73,339	8,862	S/L	20.0000	3,667
BUILDING RENOVATIONS - ALLAN P KIRBY FOUNDATI	2010-06-30	2,000	150	S/L	20.0000	100
BUILDING RENOVATIONS-BREEZEWAY	2010-06-30	5,855	439	S/L	20.0000	293
BUILDING RENOVATIONS-GABLE	2010-06-30	15,380	1,154	S/L	20.0000	769
BUILDING RENOVATIONS-WINDOWS	2010-06-30	11,305	848	S/L	20.0000	565
BUILDING RENOVATIONS-POOL/MISC	2010-06-30	11,080	831	S/L	20.0000	554
WINDOWS	2011-06-30	21,464	298	S/L	39.0000	550
PORCH RENOVATION	2011-06-30	53,917	749	S/L	39.0000	1,382
FURNITURE	2011-06-30	1,678	1,678	200DB	5.0000
DORMER	2011-06-30	8,470	118	S/L	39.0000	217
BEDROOM RENOVATIONS	2011-06-30	4,450	62	S/L	39.0000	114
MASONARY RENOVATIONS	2011-06-30	3,218	45	S/L	39.0000	82
TEAHOUSE	2011-06-30	4,420	61	S/L	39.0000	114
LIGHTING	2011-06-30	1,729	1,729	200DB	5.0000
BATH RENOVATIONS	2011-06-30	2,000	28	S/L	39.0000	51
HEATING UNIT	2011-06-30	8,866	8,866	150DB	15.0000
BUILDING RENOV. ALLAN P. KIRBY	2012-07-01	4,974		S/L	39.0000	57
WINDOWS	2012-04-17	20,525		S/L	20.0000	10,519
GUTTERS	2012-08-16	10,660		S/L	10.0000	5,597
TOWER IMPROVEMENTS	2012-12-04	7,994		S/L	39.0000	8
WINDOWS	2012-10-29	9,684		S/L	10.0000	5,084
OFFICE RENOVATIONS	2012-04-12	5,515		S/L	15.0000	2,849
HEATER	2012-08-02	3,176		S/L	7.0000	1,701
CANOPY AND GUTTERS	2012-12-04	6,472		S/L	15.0000	3,344
HEATING UNIT	2012-06-14	8,866		S/L	10.0000	4,655
POOLHOUSE RENOVATIONS	2012-07-06	13,778		S/L	20.0000	7,061
SOLAR COVER POOL	2012-06-14	1,294		S/L	5.0000	712

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TY 2012 InvestmentsCorpBondsSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Name of Bond	End of Year Book Value	End of Year Fair Market Value
JP MORGAN CHASE 2.05% 1/24/2014	50,783	50,783
GOLDMAN SACHS GROUP 5.125% 1/15/15	53,714	53,714
HEWLETT PACKARD CO 2.125% 9/13/2015	99,931	99,931
GENERAL ELECTRIC CAP CORP	25,490	25,490
PUBLIC STORAGE 5.375%	51,600	51,600
PEAPACK MM	106,444	106,444

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TY 2012 InvestmentsCorpStockSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	42,580	42,580
ADOBE SYS INC.
AIR PRODUCTS & CHEMICALS INC.
ALL SCRIPTS HEALTHCARE SOLUTIONS
AMAZON.COM INC.
APACHE CORP
APPLE INC	61,200	61,200
ASHLAND INC.
AMGEN	51,797	51,797
ATT	40,452	40,452
BCE INC	42,940	42,940
GEN EL CORP CAP	52,200	52,200
CATERPILLAR INC.
CHEVRON CORP	54,070	54,070
CISCO SYS
CLOROX COMPANY
COLUMBIA HIGH YLD
COLUMBIA INCOME OPPORTUNITIES FUND	75,100	75,100
CONOCO PHILLIPS
CVS CAREMARK CORP	53,185	53,185
DANAHER CORP	44,720	44,720
DISNEY WALT CO	65,972	65,972
DU PONT E I DE NEMOURS & CO	44,979	44,979
EATON VANCE LARGE-CAP VAL-1
ECOLAB INC	57,520	57,520
EL PASO CORPORATION
EMC CORP	50,600	50,600
EXELON CORP
EXPRESS SCRIPTS INC CL A	54,000	54,000
EXXON MOBIL	60,585	60,585
GENERAL ELECT CAP CORP
GENERAL ELEC CO	37,782	37,782
GOLDMAN SACHS GROUP INC	47,835	47,835
GULF POWER CO	55,020	55,020
HEWLETT PACKARD
ILLINOIS TOOL	30,405	30,405
INTEL	41,240	41,240
INTL. BUSINESS MACHINE CORP	67,043	67,043
ISHARES MSCI	30,875	30,875
JOHNSON CONTROLS INC
JOHNSON AND JOHNSON	42,060	42,060
JP MORGAN CHASE	74,747	74,747
LABORATORY CORP AMER HLDG
LOWES COS INC	62,160	62,160
MARRIOTT INTERNATIONAL INC
MCDONALDS	44,105	44,105
MCKESSON CORP	38,784	38,784
MERCK & CO INC	36,846	36,846
MET LIFE	39,528	39,528
MICROSOFT	45,406	45,406
NATIXIS AEW REAL ESTATE Y	121,605	121,605
NORDSTROM INC
OCCIDENTAL PET	41,369	41,369
PARKER HANNIFAN CORP
PEABODY ENERGY CORP
PEAPACK-GLADSTONE MM
PEPSICO	68,430	68,430
PFIZER
PHILIP MORRIS INTL INC
PIMCO COMMODITY REALRETURN	166,588	166,588
PIMCO DEVELOPING LOCAL MARKETS FUND	46,636	46,636
PIMCO TOTAL RETURN FUND	1,041,131	1,041,131
PNC FINL SVCS GROUP INC	40,817	40,817
PPG INDUSTRIES INC
PROCTER & GAMBLE CO	61,101	61,101
PRUDENTIAL FINL INC
QUESTAR CORP
SCHLUMBERGER LTD	65,834	65,834
SEMPRA ENERGY
SPDR S&P MIDCAP 400 ETF TRUST	213,567	213,567
SOUTHERN CO	25,686	25,686
SPDR S&P 500 ETF TRUST	263,459	263,459
SYSCO CORP
TARGET CORP	29,585	29,585
TEVA PHARMACEUTICAL INDS SPONS ADR
THERMO FISHER SCIENTIFIC
TJX COS INC
UGI CORP	24,533	24,533
KRAFT FOODS	18,188	18,188
MONDELEZ	30,544	30,544
CBS CORPORATION	45,660	45,660
UNION PAC CORP	43,373	43,373
UNITED PARCEL SVC
UNITED TECHNOLOGIES	57,407	57,407
US BANORP DEL
VANGUARD EMERGING MARKETS FUND ETF	133,590	133,590
VANGUARD GROWTH & INCOME	50,593	50,593
VANGUARD SMALL-CAP ETF	202,250	202,250
VISA INC CL A	53,053	53,053
WASTE MGMT INC DEL	33,740	33,740
WEATHERFORD INTERNATIONAL LTD
WELLS FARGO & CO	45,289	45,289
TRAVERLERS	53,865	53,865
ORACLE	43,649	43,649
PUBLIC SVC ENTERPRISE GRP	22,950	22,950

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TY 2012 LandEtcSchedule2

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS AND EQUIPMENT	2,309,498	1,086,643	1,222,855	1,222,855
LAND	12,720		12,720	12,720

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TY 2012 OtherExpensesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
BUILDING REPAIRS	7,833	7,833
MISCELLANEOUS	4,313	4,313
INSURANCE	10,701	10,701
TELEPHONE	1,384	1,384
GARDEN SUPPLIES	6,105	6,105
GASOLINE, TIRES	1,188	1,188
STATIONARY & OFFICE SUPPLIES	2,242	2,242
RENT	1,848	1,848
FOOD AND BEVERAGE	5,958	5,958
LAUNDRY SERVICES	1,732	1,732
OFFICE EXPENSE	677	677
GAS FOR STOVES	226	226
BANK CHARGES	148	148
SUPPLIES AND INCIDENTALS	8	8
DUES AND SUBSCRIPTIONS	134	134
REPAIRS AND MAINTENANCE	2,787	2,787

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TY 2012 OtherIncomeSchedule2

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CONFERENCE AND RETREAT SERVIC	29,730		29,730
REFUND	1,850		1,850

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TY 2012 OtherIncreasesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Description	Amount
APPRECIATION	239,387

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TY 2012 OtherProfessionalFeesSchedule

Name:

FRED M AND JESSIE A KIRBY

EPISCOPAL HOUSE INC

EIN: 24-0826175

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEE	27,518	27,518