Form990-PF
Click to see attachment

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
ERDLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)3720 SOUTH OCEAN BLVD   Room/suite
City or town, state, and ZIP code
HIGHLAND BEACH, FL33487
A Employer identification number

23-7002682
B Telephone number (see instructions)

(561) 265-5543
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$0J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 160,780
2 Check bullet
3 Interest on savings and temporary cash investments 205 205 205
4 Dividends and interest from securities...... 297,447 297,447 297,447
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a 162,257
7 Capital gain net income (from Part IV, line 2)...  
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........ 458,432 297,652 297,652
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 1,939 1,939 1,939 1,939
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,939 1,939 1,939 1,939
25 Contributions, gifts, grants paid........ 192,563 192,563
26 Total expenses and disbursements. Add lines 24 and 25 194,502 1,939 1,939 194,502
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 263,930
b Net investment income (if negative, enter -0-) 295,713
c Adjusted net income (if negative, enter -0-)... 295,713
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 9,482 35,621  
2 Savings and temporary cash investments.......... 301,265 314,111  
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...........   2,264  
10a Investments—U.S. and state government obligations (attach schedule) 2,798,017 3,215,262  
b Investments—corporate stock (attach schedule)........   110,676  
c Investments—corporate bonds (attach schedule)........ 832,070 761,601  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 385,676 175,000  
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) 4,326,510 4,614,535 0
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 50,000 50,000
29 Retained earnings, accumulated income, endowment, or other funds 4,276,510 4,564,535
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,326,510 4,614,535
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,326,510 4,614,535
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 4,326,510
2 Enter amount from Part I, line 27a..................... 2 263,930
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 24,095
4 Add lines 1, 2, and 3.......................... 4 4,614,535
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,614,535
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 25000 STATE OF ISRAEL BONDS P 2009-07-02 2012-03-11
b 25000 STATE OF ISRAEL BONDS P 2009-03-08 2012-07-12
c 50000 STATE OF ISRAEL BONDS P 2002-06-22 2012-03-01
d 3000 FHR 3094 GG 06. DUE 12/15/35 P 2009-03-10 2012-06-15
e 11000 FHR 3094 GG 06. DUE 12/15/35 P 2009-03-10 2012-05-15
20000 FHR 3094 GG 06. DUE 12/15/35 P 2009-03-10 2012-04-16
1000 FHR 3094 GG 06. DUE 12/15/35 P 2009-03-10 2012-03-15
9000 FHR 3094 GG 06. DUE 12/15/35 P 2009-03-10 2012-02-15
8257 BOAMS 2003-6 DUE 8/25/33 P 2009-03-10 2012-02-27
10000 FHR 3094 GG 06. DUE 12/15/35 P 2009-03-10 2012-01-17
(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 25,000   25,000  
b 25,000   25,000  
c 50,000   50,000  
d 3,000   3,000  
e 11,000   11,000  
20,000   20,000  
1,000   1,000  
9,000   9,000  
8,257   8,257  
10,000   10,000  
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        
b        
c        
d        
e        
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 200,076    
2010 145,997 4,309,184 0.03388
2009 167,529 4,067,792 0.04118
2008 171,695 3,965,279 0.04330
2007 161,848 3,748,246 0.04318
2 Total of line 1, column (d) ...................... 2 0.16154
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 0.03231
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,957
7 Add lines 5 and 6......................... 7 2,957
8 Enter qualifying distributions from Part XII, line 4.............. 8 194,502
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,957
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,957
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,957
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 2,497
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.............. 7 2,497
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 460
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   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
 
No
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJACK A ERDLE Telephone no.bullet (561) 265-5543
    Located atbullet3720 S OCEAN BLVD 1610HIGHLAND BEACHFL ZIP+4bullet33487
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LEE C MOSS Vice President
    0.00     		0    
    3015 SOUTH OCEAN BLVD
    HIGHLAND BEACH,FL33487
    HARVEY B ERDLE Vice President
    0.00     		0    
    3015 SOUTH OCEAN BLVD
    HIGHLAND BEACH,FL33487
    NORMA ERDLE Secretary
    0.00     		0    
    3720 SOUTH OCEAN BLVD
    HIGHLAND BEACH,FL33487
    JACK A ERDLE President & CEO
    0.00     		0    
    3720 SOUTH OCEAN BLVD
    HIGHLAND BEACH,FL33487
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
     
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    194,502
    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
    194,502
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    2,957
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    191,545
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7  
    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: bullet$  
    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  
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		194,502 202,334 148,308 169,688 714,832
    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 ....     		194,502 202,334 148,308 169,688 714,832
    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...     		        0
    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   231,516     231,516
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    NAZARETH COLLEGE
    4245 EAST AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC SCHOLARSHIP GRANT 500
    ST JOHN FISHER COLLGE
    3690 EAST AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC SCHOLARSHIP GRANT 500
    SOUTH CITY FOUNDATION FOR MENTAL HE
    16157 SOUTH MILITARY TRAIL
    DELRAY BEACH,FL33484     		NONE PUBLIC MENTAL HEALTH 100
    UNITED JEWISH APPEAL
    441 EAST AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC HUMAN SERVICES 250
    TEMPLE BRITH KODESH
    ELMWOOD AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC JEWISH WORSHIP 50
    STRONG CHILDRENS FUND
    PO BOX 270032
    ROCHESTER,NY14627     		NONE PUBLIC CARE FOR SICK CHILDREN 3,500
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		NONE PUBLIC HOME FOR HOMELESS MEN 100
    OPEN DOOR MISSION
    156 PLYMOUTH AVENUE
    ROCHESTER,NY14602     		NONE PUBLIC FEED THE HUNGRY 50
    ROCHESTER MEMORIAL ART GALLERY
    500 UNIVERSITY AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC ART APPRECIATION AND EDUCATION 500
    MAE VOLIN SENIOR CENTER
    1515 PALMETTO PARK ROAD
    BOCA RATON,FL33486     		NONE PUBLIC CARE FOR ELDERLY 500
    WILMOT CANCER CENTER
    CRITTENDEN BLVD
    ROCHESTER,NY14627     		NONE PUBLIC RESEARCH CURE & TREAT CANCER 100
    WETA
    2775 SOUTH QUINCY STREET
    ARLINGTON,VA22206     		NONE PUBLIC PUBLIC RADIO & TELEVISION 100
    WEINBERG VILLAGE
    3914 ASSOCIATED WAY
    OWINGS MILL,MD21117     		NONE PUBLIC JEWISH SENIOR LIFE 118
    VETERANS OF FOREIGN WARS
    200 WEST AVENUE
    ROCHESTER,NY14611     		NONE PUBLIC SUPPORT OUR VETERANS 30
    VETERANS ADMINISTRATION MEDICAL CEN
    400 FORT HILL AVENUE
    CANANDAIGUA,NY14424     		NONE PUBLIC MEDIAL CARE FOR VETERANS 100
    TEMPLE OHABEL SHALOM
    1187 BEACON STREET
    BROOKLINE,MA02446     		NONE PUBLIC WORSHIP IN THE JEWISH FAITH 250
    STEPPING STONE LEARNING CENTER
    41 COLEBROOK DRIVE
    ROCHESTER,NY14617     		NONE PUBLIC CHILD CARE & EDUCATION 5,000
    ST CATHERINE OF SIENA CHURCH
    26 MENDON-IONIA ROAD
    MENDON,NY14506     		NONE PUBLIC WORSHIP IN CATHOLIC FAITH 800
    ROCHESTER CITY BALLET
    1326 UNIVERSITY AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC ENCOURAGE BALLET 1,350
    MILAGRO CENTER
    340 SW 6TH AVENUE
    DELRAY BEACH,FL33444     		NONE PUBLIC VISUAL ARTS & LITERATURE 400
    NEW ENGLAND ORGAN BANK
    60 1ST AVENUE
    WALTHAM,MA02451     		NONE PUBLIC MEDICAL CARE 50
    LOLLYPOP FARM HUMANE SOCIETY
    PO BOX 92297
    ROCHESTER,NY14692     		NONE PUBLIC ANIMAL CARE AND SAFETY 125
    LADIES ATTAINING SELF SUFFICIENCY
    PINNACLE SCHOOL 35 194 FIELD STH
    ROCHESTER,NY14620     		NONE PUBLIC EDUCATION & STUDY FOR YOUNG GIRLS 1,500
    JEWISH STUDENTS IN SERVICE
    441 EAST AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC EDUCATION FOR YOUTH 1,000
    JEWISH COMMUNITY CENTER CAMPERSHIP
    1200 EDGEWOOD AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC SUMMER CAMP FOR CHILDREN 5,000
    JEWISH COMMUNITY FEDERATION OF FLOR
    9901 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		NONE PUBLIC PUBLIC WELFARE 19,700
    JCF SO PALM BEACH COUNTY
    9901 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		NONE PUBLIC PUBLIC WELFRE 18
    HONEOYE FALLS MENDON VOLUNTEER AMBU
    PO BOX 335
    HONEOYE FALLS,NY14472     		NONE PUBLIC EMERGENCY MEDICAL CARE 50
    HADASSAH LIFE HATIKA
    90 CRANDON WAY
    PITTSFORD,NY14534     		NONE PUBLIC MEDICAL RESEARCH. 180
    GOLIANO CHILDREN'S HOSPITAL AT STRO
    CRITTENDEN BLVD
    ROCHESTER,NY14606     		NONE PUBLIC MEDICAL CARE OF CHILDREN 200
    FOOD FOR SYRACUSE
    7066 INTERSTATE ISLAND ROAD
    SYRACUSE,NY13209     		NONE PUBLIC FEED THE HUNGRY 135
    CUBAN HUMANITARIUM EDUCATIONAL PROJ
    8 CALLAWAY RIDGE
    FAIRPORT,NY14450     		NONE PUBLIC AID FOR CUBAN PEOPLE 500
    CRESTWOOD CHILDRENS' FUND
    2075 SCOTTSVILLE ROAD
    ROCHESTER,NY14623     		NONE PUBLIC BENEFIT POOR CHILDREN 250
    CONGREGATION LIGHT OF ISRAEL
    1675 MONROE AVENUE
    ROCHESTER,NY14618     		PUBLIC PUBLIC WORSHIP IN JEWISH FAITH 10,000
    CHILD FUND CHRISTIAN CHILDREN
    2821 EMERYWOOD PKY
    RICHMOND,VA23294     		NONE PUBLIC YOUTH DEVELOPMENT 500
    CHABAD HOUSE SENIOR LIFE
    2021 S WINTON ROAD
    ROCHESTER,NY14618     		NONE PUBLIC AID FOR ELDERLY 50
    BROOKLYN BOTANICAL GARDENS
    1000 WAHINGTON AVENUE
    BROOKLYN,NY11225     		NONE PUBLIC ENRICH THE ENVIRONMENT 50
    BRANDEIS UNIVERSITY ANNUAL FUND
    415 SOUTH STREET
    WALTHAM,MA02129     		NONE PUBLIC FURTHER PUBLIC EDUCATION 250
    BNAI TORAH CONGREGATION
    6261 SW 18TH STREET
    BOCA RATON,FL33433     		NONE PUBLIC WORSHIP IN JEWISH FAITH 3,200
    BETH HATVILAH CONGREGATION
    27 ST REGIS DRIVE
    ROCHESTER,NY14618     		  PUBLIC RITUAL CLEANSING BATH 1,000
    AL SIGL CENTER
    2299 SOUTH WINTON ROAD
    ROCHESTER,NY14620     		NONE PUBLIC HUMAN SERVICES 50
    ABVI-GOODWILL
    422 SOUTH CLINTON AVENUE
    ROCHESTER,NY14620     		NONE PUBLIC HELP FOR THE VISUALLY IMPAIRED 250
    ADVENT HOUSE
    1010 MOSELEY ROAD
    FAIRPORT,NY14450     		NONE PUBLIC HOSPICE CARE 100
    ANTI-DEFAMATION LEAGUE
    PO BOX 96226
    WASHINGTON,DC20090     		NONE PUBLIC FIGHT ANTI-SEMITISM 1,200
    YMCA CAMP GORHAM
    444 EAST MAIN ST
    ROCHESTER,NY14604     		NONE PUBLIC CAMP SCHOLARSHIP 150
    UNIVERSITY OF ROCHESTER
    CRITTENDEN BLVD
    ROCHESTER,NY14627     		NONE PUBLIC RESEARCH IN UROLOGY 200
    TEMPLE UNIVERSITY
    1801 NORTH BROAD STREET
    PHILADELPHIA,PA19122     		NONE PUBLIC EDUCATION AND STUDY 165
    MULTIPLE SCLEROSIS
    1650 SOUTH AVENUE SUITE 100
    ROCHESTER,NY14620     		NONE PUBLIC MEDICAL RESEARCH 700
    GREATER BOSTON FOOD BANK
    99 ATKINSON STREET
    BOSTON,MA02118     		NONE PUBLIC PROVIDE FOOD FOR NEEDY 100
    CONGREGATION SHA'ARE SHOLOM
    19357 EVERGREEN MILLS ROAD
    LEESBURG,VA20175     		NONE PUBLIC WORSHIP IN JEWISH FAITH & EDUCATION 500
    CANANDAIGUA LAKE WATERSHED
    PO BOX 323
    CANANDAIGUA,NY14424     		NONE PUBLIC PROTECT THE ENVIRONMENT 60
    NAZARETH COLLEGE
    EAST AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC EDUCATION & STUDY 250
    MENDON VOLUNTEER FIRE DEPARTMWNT
    101 MENDON-IONIA ROAD
    MENDON,NY14506     		NONE PUBLIC VOLUNTEER FIRE FIGHTING 25
    CHABAD HOUSE OF UNIVERSITY OF ROCHE
    36 LATTIMORE ROAD
    ROCHESTER,NY14620     		NONE PUBLIC JEWISH SOCIAL ACTIVITIES FOR COLLEGE STUDENTS 10,000
    HILLEL SCHOOL OF ROCHESTER
    191 FAIRFIELD DRIVE
    ROCHESTER,NY14620     		NONE PUBLIC JEWISH EDUCATION 1,250
    HOCHSTEIN SCHOOL OF MUSIC DANCE
    50 PLYMOUTH AVENUE
    ROCHESTER,NY14608     		NONE PUBLIC PROMOTE CLASSICAL MUSIC 1,000
    HILLSIDE FAMILY OF AGENCIES
    1138 MONROE AVENUE
    ROCHESTER,NY14610     		NONE PUBLIC PROTECTION OF CHILDREN 250
    FOUNDATION FOR FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DR SUITE 10
    COLUMBIA,MD21046     		NONE PUBLIC RESEARCH RETINA DISEASE 300
    CRYSTAL BEACH VOLUNTEER FIRE DEPART
    4468 RTE 364
    CANANDAIGUA,NY14424     		NONE PUBLIC VOLUNTEER FIRE FIGHTING 25
    CANCER WELLNESS CENTER
    240 KILBOURN ROAD
    ROCHESTER,NY14618     		NONE PUBLIC AID FOR CANCER THERAPY 500
    WXXI
    STATE STREET
    ROCHESTER,NY14614     		NONE PUBLIC SUPPORT OF PUBLIC RADIO AND TV 500
    WXEL
    PO BOX 6607
    WEST PALM BEACH,FL33405     		NONE PUBLIC SUPPORT OF PUBLIC RADIO 100
    WEISMANN INSTITUTE OF SCIENCE
    633 THIRD AVENUE
    NEW YORK,NY10017     		NONE PUBLIC SCIENTIFIC RESEARCH AND EDUCATION 3,000
    TEMPLE BETH EL
    139 WINTON ROAD SOUTH
    ROCHESTER,NY14610     		NONE PUBLIC WORSHIP IN THE JEWISH FAITH 16,607
    ST HENRY CATHOLIC CHURCH
    1500 SOUTH AVENUE
    POMPANO BEACH,FL33069     		NONE PUBLIC CHURCH WORSHIP 50
    SLOAN KETTERING CANCER CENTER
    YORK AVENUE
    NEW YORK,NY10021     		NONE PUBLIC MEDICAL CARE FOR CANCER PATIENTS AND RESEARCH FOR A CURE 1,000
    ROCHESTER PHILHARMONIC ORCHESTRA
    GIBBS STREET
    ROCHESTER,NY14614     		NONE PUBLIC PROMOTE CLASSICAL MUSIC 1,500
    ROCHESTER MUSEUM SCIENCE CENTER
    EAST AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC EDUCATE THE PUBLIC 250
    ROCHESTER INSTITUTE OF TECHNOLOGY
    LOMB DRIVE
    HENRIETTA,NY14623     		NONE PUBLIC PROMOTE EDUCATION 2,250
    ROCHESTER GENERAL HOSPITAL FOUNDATI
    1295 PORTLAND AVENUE
    ROCHESTER,NY14605     		NONE PUBLIC PUBLIC HEALTH 4,450
    RALLY FOR CANCER CURE
    5775 GLENRIDGE DRIVE
    SANDY SPRINGS,GA30328     		NONE PUBLIC CANCER RESEARCH 25
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		NONE PUBLIC RESEARCH FOR CURE OF PROSTATE CANCER 100
    PLAY FOR PINK
    60 EAST 56 TH STREET
    NEW YORK,NY10022     		NONE PUBLIC BREAST CANCER RESEARCH 700
    PLANNED PARENTHOOD
    UNIVERSITY AVENUE
    ROCHESTER,NY14614     		NONE PUBLIC EDUCATION RE BIRTH CONTROL AND ABORTIONS 75
    OXALOSIS HYPEROXALURIA FOUNDATION
    201 EAST 19TH STREET
    NEW YORK,NY10003     		NONE PUBLIC MEDICAL RESEARCH FOR CURE 100
    NYS TROOPERS BENEVOLENT ASSN
    120 STATE STREET
    ALBANY,NY12207     		NONE PUBLIC POLICE BENEVOLENT 5,000
    LANDMARK SOCIETY
    EAST AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC PRESERVATION OF HISTORICAL SIGHTS IN MONROE COUNTY 75
    KINGSLEY MONTESSORI SCHOOL
    30 FAIRFIELD STREET
    BOSTON,MA02116     		NONE PUBLIC EDUCATION OF THE YOUNG 1,050
    JEWISH HOME FOUNDATION
    WINTON ROAD SOUTH
    ROCHESTER,NY14618     		NONE PUBLIC MEDICAL CARE FOR THE ELDERLY 4,115
    JEWISH FILM FESTIVAL
    1200 EDGEWOOD AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC EWISH EDUCATION 500
    JEWISH FAMILY SERVICE OF ROCHESTER
    441 EAST AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC AID TO IMMIGRANTS AND POOR PEOPLE 1,500
    JEWISH COMMUNITY FEDERATION
    441 EAST AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC SOCIAL GOOD 46,000
    JEWISH BOOK FESTIVAL
    1200 EDGEWOOD AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC EWISH EDUCATION 500
    JEWISH COMMUNITY CENTER
    1200 EDGEWOOD AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC SOCIAL GOOD 2,625
    JARC JEWISH ASSOCIATION FOR RESIDEN
    21160 95 TH AVENUE SOUTH
    BOCA RATON,FL33428     		NONE PUBLIC MEDICAL CARE FOR THE ELDERLY 1,100
    HOSPICE BY THE SEA
    1531 WEST PALMETTO PARK ROAD
    BOCA RATON,FL33486     		NONE PUBLIC CARE FOR THE TERMINALLY ILL 500
    HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NONE PUBLIC STUDY AND EDUCATION REGARDING THE HOLOCAUST 8,000
    HILLEL SCHOOL OF BOCA RATON
    21011 95 TH AVENUE SOUTH
    BOCA RATON,FL33428     		NONE PUBLIC JEWISH EDUCATION 500
    ROCHESTER CHAPTER OF HADASSAH
    119 DALEY ROAD
    ROCHESTER,NY14617     		NONE PUBLIC HOSPITAL IN ISRAEL 1,180
    GEVA THEATER
    WOODBURY BOULEVARD
    ROCHESTER,NY14604     		NONE PUBLIC PROMOTE REPERTORY THEATRE 1,000
    DYSTONIA MEDICAL RESEARCH
    1 WACKER DRIVE SUITE 2810
    CHICAGO,IL60601     		NONE PUBLIC MEDICAL RESEARCH FOR DYSTONIA DISEASE 650
    CUMBERLAND COLLEGE
    6191 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY40769     		NONE PUBLIC SCHOLARSHIP AID 500
    CHABAD LUBAVITCH
    WINTON ROAD SOUTH
    ROCHESTER,NY14618     		NONE PUBLIC JEWISH EDUCATION & LIFE 950
    BRITTON ROAD CEMETERY
    188 BRITTON ROAD
    ROCHESTER,NY14616     		NONE PUBLIC MAINTENANCE OF AN OLD JEWISH CEMETERY 100
    BOCA RATON COMMUNITY HOSPITAL
    800 MEADOWS ROAD
    BOCA RATON,FL33486     		NONE PUBLIC MEDICAL CARE FOR THE COMMUNITY 5,000
    BNAI BRITH CUBAN RELIEF FUND
    1831 MURRAY AVENUE
    PITTSBURGH,PA15217     		NONE PUBLIC IMPROVE LIFE OF IMPROVERSHED CUBAN JEWS 250
    BNAI BRITH INTERNATIONAL
    200 K STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC COMMUNITY SERVICE 200
    BETH SHOLOM CONGREGATION
    MONROE AVENUE
    ROCHESTER,NY14607     		NONE PUBLIC WORSHIP IN THE JEWISH FAITH 1,000
    ARTHRITIS FOUNDATION
    3300 MONROE AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC MEDICAL RESEARCH 80
    AMERICAN TENNITUS ASSN
    PO BOX 5
    PORTLAND,OR97207     		NONE PUBLIC RESEARCH RINGING IN EARS 100
    AMERICAN LUNG ASSOCIATION
    1595 ELMWOOD AVENUE
    ROCHESTER,NY14620     		NONE PUBLIC MEDICAL RESEARCH 100
    AMERICAN HEART ASSOCIATION
    2113 CHILI AVENUE
    ROCHESTER,NY14624     		NONE PUBLIC MEDICAL RESEARCH 200
    AMERICAN DIABETES FOUNDATION
    333 7 TH AVENUE 17
    NEW YORK,NY10001     		NONE PUBLIC MEDICAL RESEARCH 100
    AMERICAN CANCER SOCIETY
    1400 WINTON ROAD NORTH
    ROCHESTER,NY14609     		NONE PUBLIC RESEARCH CURE FOR CANCER 2,250
    ALZHEIMER ASSN OF ROCHESTER
    435 EAST HENRIETTA ROAD
    ROCHESTER,NY14620     		NONE PUBLIC MEDICAL RESEARCH 1,250
    ALTERNATIVES FOR BATTERED WOMEN
    PO BOX 39601
    ROCHESTER,NY14604     		NONE PUBLIC PROTECT ABUSED WOMEN 350
    Total .................................bullet 3a 192,563
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments         205
    4 Dividends and interest from securities....         297,447
    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          
    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)..     297,652
    13Total. Add line 12, columns (b), (d), and (e)..................
    13297,652
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID: 12000229
    Software Version: 2012v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 OtherExpensesSchedule
    Name:
    ERDLE FOUNDATION
    EIN: 23-7002682
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP COMMITTEE DINNER 461 461 461 461
    OFFICE SUPPLES 48 48 48 48
    NYS REGISTRATION FEE 275 275 275 275
    COMPUTER PROGRAMMER 1,250 1,250 1,250 1,250
    BANK CHARGES -95 -95 -95 -95


    TY 2012 OtherIncreasesSchedule
    Name:
    ERDLE FOUNDATION
    EIN: 23-7002682
    Software ID:12000229
    Software Version:2012v2.0
    Description Amount
    INVESTMENT EXCANGE 24,095


    TY 2012 SubstantialContributorsSch
    Name:
    ERDLE FOUNDATION
    EIN: 23-7002682
    Software ID:12000229
    Software Version:2012v2.0
    Name Address
    BRENDA E MOSS 3015 S OCEAN BLVD APT 10A
    HIGHLAND BEACH,FL33487
    HARVEY BERDLE 3015 S OCEAN BLVD 10D
    HIGHLAND BEACH,FL33487
    1530 JEFFERSON ROAD LLC 3015 S OCEAN BLVD 10D
    HIGHLAND BEACH,FL33487