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
1772 FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 112   Room/suite
City or town, state, and ZIP code
POMFRET CENTER, CT062590112
A Employer identification number

22-2578377
B Telephone number (see instructions)

(860) 928-1772
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$75,861,121J 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) 2,000,000
2 Check bullet
3 Interest on savings and temporary cash investments 966 966  
4 Dividends and interest from securities...... 1,943,895 1,943,890  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 655,726
b Gross sales price for all assets on line 6a 17,015,912
7 Capital gain net income (from Part IV, line 2)... 655,726
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,149 2,149  
12 Total. Add lines 1 through 11........ 4,602,736 2,602,731  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 296,304 74,075   222,229
14 Other employee salaries and wages...... 3,000 1,500   1,500
15 Pension plans, employee benefits....... 18,576 4,644   13,932
16a Legal fees (attach schedule)......... Click to see attachment 8,057 4,028   4,028
b Accounting fees (attach schedule)....... Click to see attachment 34,290 17,145   17,145
c Other professional fees (attach schedule).... Click to see attachment 216,221 206,988   9,232
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 21,740      
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,257 629  
20 Occupancy.............. 8,600 4,300   4,300
21 Travel, conferences, and meetings....... 38,690 5,803   32,886
22 Printing and publications.......... 6,044     6,044
23 Other expenses (attach schedule)....... Click to see attachment 26,715 6,248   20,467
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 679,494 325,360   331,763
25 Contributions, gifts, grants paid........ 3,221,857 3,221,857
26 Total expenses and disbursements. Add lines 24 and 25 3,901,351 325,360   3,553,620
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 701,385
b Net investment income (if negative, enter -0-) 2,277,371
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 883,346 620,004 620,004
2 Savings and temporary cash investments.......... 6,426,972 8,256,297 8,256,297
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........... 64,220 59,180 59,180
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 11,667,302 Click to see attachment12,274,526 15,420,776
c Investments—corporate bonds (attach schedule)........ 1,990,000 Click to see attachment1,990,000 2,162,500
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............. 3,659 2,197 2,567
13 Investments—other (attach schedule)........... 50,573,819 Click to see attachment49,111,588 49,339,797
14 Land, buildings, and equipment: basis bullet10,688
Less: accumulated depreciation (attach schedule) bullet8,143 3,802 Click to see attachment2,545  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,613,120 72,316,337 75,861,121
Liabilities 17 Accounts payable and accrued expenses.......... 56,588 51,720
18 Grants payable...................   325,000
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)   Click to see attachment6,700
23 Total liabilities (add lines 17 through 22).......... 56,588 383,420
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 71,556,532 71,932,917
30 Total net assets or fund balances (see page 17 of the
instructions).................... 71,556,532 71,932,917
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 71,613,120 72,316,337
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 71,556,532
2 Enter amount from Part I, line 27a..................... 2 701,385
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 72,257,917
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 325,000
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 71,932,917
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 GOLDCORP INC-9950 P 2009-11-09 2012-03-12
b PENTAIR LTD-2572 P 2011-11-21 2012-10-31
c GNMA PASS THRU X SNLG FAM-9 P 1998-10-22 2012-12-17
d SIT US GOVT SEC FD-64720.958 P 2012-01-01 2012-07-30
e APACHE CORP-124 P 2011-10-06 2012-01-20
COMMUNITY HEALTH SYS-51 P 2010-08-31 2012-01-20
EXXON MOBILE CORP-39 P 2011-03-28 2012-01-20
GILEAD SCIENCES INC-161 P 2010-06-04 2012-01-20
HARTFORD FINL SVCS-71 P 2011-04-19 2012-01-20
LEVEL 3 COMM-200 P 2009-11-03 2012-01-20
MEMC ELEC MATLS-142 P 2010-07-30 2012-01-20
ON SEMICNDTR CORP-373 P 2007-04-05 2012-01-20
SANDRIDGE ENERGY INC-300 P 2011-10-05 2012-01-20
THERMO FISHER SCIENTIFIC-41 P 2011-11-29 2012-01-20
VARIAN MEDICAL SYS-57 P 2009-06-10 2012-01-20
ALIGN TECHNOLOGY INC-75 P 2008-08-08 2012-01-19
ARIBA INC-100 P 2011-09-06 2012-01-19
CORPORATE EXEC BOARD CO-200 P 2011-09-28 2012-01-19
DTS INC-150 P 2011-09-21 2012-01-19
HAEMONETICS CORP-50 P 2010-05-14 2012-01-19
KORN/FERRY INTL-100 P 2007-09-12 2012-01-19
M K S INSTRUMENTS INC-250 P 2006-07-03 2012-01-19
NEUSTAR INC CLASS A-50 P 2008-07-16 2012-01-19
PF CHANGS CHINA BISTRO-75 P 2006-08-18 2012-01-19
SEMTECH CORP-100 P 2011-09-30 2012-01-19
WADDELL & REED FINL-175 P 2008-12-11 2012-01-19
GOODRICH CORP-5000 P 2010-01-07 2012-01-23
THE ADT CORP-5360 P 2011-11-22 2012-10-31
AQR MGD FUTURES STRAT FD-295.067 P 2011-12-16 2012-01-25
DFA US LARGE CO PORT-4421.525 P 2012-01-01 2012-10-26
APACHE CORP-28 P 2011-11-29 2012-01-20
COMMUNITY HEALTH SYS-25 P 2010-09-01 2012-01-20
EXXON MOBILE CORP-39 P 2011-04-05 2012-01-20
GOOGLE INC-8 P 2010-02-09 2012-01-20
HEWLETT-PACKARD CO-548 P 2011-08-01 2012-01-20
LEVEL 3 COMM-84 P 2009-11-03 2012-01-20
MEMC ELEC MATLS-177 P 2011-05-05 2012-01-20
ON SEMICNDTR CORP-212 P 2007-12-14 2012-01-20
SANDRIDGE ENERGY INC-2 P 2011-10-05 2012-01-20
THERMO FISHER SCIENTIFIC-56 P 2011-12-13 2012-01-20
VARIAN MEDICAL SYS-45 P 2011-11-29 2012-01-20
ALIGN TECHNOLOGY INC-250 P 2011-09-28 2012-01-19
ARIBA INC-100 P 2011-10-03 2012-01-19
COSTAR GROUP INC-75 P 2009-03-17 2012-01-19
FINANCIAL ENGINES INC-200 P 2011-09-19 2012-01-19
HAEMONETICS CORP-75 P 2011-09-28 2012-01-19
KORN/FERRY INTL-75 P 2008-06-04 2012-01-19
M K S INSTRUMENTS INC-150 P 2008-06-04 2012-01-19
NEUSTAR INC CLASS A-25 P 2008-09-26 2012-01-19
PF CHANGS CHINA BISTRO-100 P 2007-10-03 2012-01-19
STIFEL FINANCIAL CORP-200 P 2011-09-13 2012-01-19
WADDELL & REED FINL-100 P 2011-09-27 2012-01-19
ORACLE CORP-12900 P 2008-06-02 2012-01-23
TYCO INTL LTD-10720 P 2011-11-21 2012-10-31
AQR MGD FUTURES STRAT FD-38222.452 P 2012-01-01 2012-01-25
GOLDMAN SACHS COMM STRAT FD-418.119 P 2012-01-01 2012-10-26
APPLE COMPUTER INC-34 P 2011-12-22 2012-01-20
COMMUNITY HEALTH SYS-21 P 2010-09-02 2012-01-20
GAP INC-593 P 2011-03-16 2012-01-20
GOOGLE INC-8 P 2010-03-02 2012-01-20
HEWLETT-PACKARD CO-217 P 2011-10-06 2012-01-20
LEVEL 3 COMM-116 P 2010-09-15 2012-01-20
MEMC ELEC MATLS-134 P 2011-07-13 2012-01-20
OSHKOSH CORP-260 P 2011-08-01 2012-01-20
SANDRIDGE ENERGY INC-267 P 2011-10-27 2012-01-20
UNITED STATES STEEL CORP-100 P 2010-05-03 2012-01-20
VERIZON COMM INC-100 P 2012-01-23 2012-04-18
AMERISTAR CASINOS INC-25 P 2008-05-21 2012-01-19
ATHENHEALTH INC-100 P 2010-04-23 2012-01-19
COSTAR GROUP INC-50 P 2009-10-27 2012-01-19
FINANCIAL ENGINES INC-100 P 2011-10-03 2012-01-19
HARMAN INTL INDS INC-200 P 2011-08-26 2012-01-19
LIFETIME FITNESS-75 P 2007-06-14 2012-01-19
M K S INSTRUMENTS INC-100 P 2009-05-18 2012-01-19
NEUSTAR INC CLASS A-100 P 2008-10-16 2012-01-19
PF CHANGS CHINA BISTRO-75 P 2008-05-30 2012-01-19
STRATASYS INC-100 P 2011-06-09 2012-01-19
WADDELL & REED FINL-50 P 2011-09-28 2012-01-19
POST HOLDINGS INC-2500 P 2011-03-31 2012-02-08
VIACOM INC-7050 P 2012-03-13 2012-11-21
LOOMIS SAYLES GLBL BND FD-2374.777 P 2012-01-01 2012-01-25
GOLDMAN SACHS COMM STRAT FD-26113.12 P 2012-01-01 2012-10-26
APPLE COMPUTER INC-7 P 2011-12-29 2012-01-20
COMMUNITY HEALTH SYS-156 P 2011-04-11 2012-01-20
GAP INC-7 P 2011-05-20 2012-01-20
GOOGLE INC-6 P 2010-07-07 2012-01-20
HEWLETT-PACKARD CO-82 P 2011-12-13 2012-01-20
LEVEL 3 COMM-21.4 P 2010-09-15 2012-01-20
MEMC ELEC MATLS-77 P 2011-07-13 2012-01-20
PHILIP MORRIS INTL INC-35 P 2012-01-23 2012-04-18
STAPLES INC-184 P 2011-07-01 2012-01-20
UNITED STATES STEEL CORP-42 P 2010-05-03 2012-01-20
YAHOO INC-809 P 2011-05-19 2012-01-20
AMERISTAR CASINOS INC-50 P 2008-07-15 2012-01-19
ATHENHEALTH INC-125 P 2010-06-07 2012-01-19
COSTAR GROUP INC-50 P 2010-05-28 2012-01-19
FIRST SERVICE CORP-225 P 2006-07-03 2012-01-19
HARMAN INTL INDS INC-50 P 2011-09-06 2012-01-19
LIFETIME FITNESS-50 P 2007-11-27 2012-01-19
MANHATTAN ASSOCIATES INC-275 P 2006-07-03 2012-01-19
NEUSTAR INC CLASS A-50 P 2008-11-05 2012-01-19
PF CHANGS CHINA BISTRO-50 P 2008-06-04 2012-01-19
STRATASYS INC-50 P 2011-07-27 2012-01-19
WMS INDS INC-525 P 2006-07-03 2012-01-19
COOPER INDS PLC-5000 P 2010-01-07 2012-06-13
GNMA PASS THRU X SNLG FAM-13 P 1998-10-22 2012-01-07
LOOMIS SAYLES GLBL BND FD-48511.702 P 2012-01-01 2012-01-25
HUSSMAN STRAT GWTH FD-296.609 P 2011-12-30 2012-10-26
BANK OF AMERICA-885 P 2011-01-03 2012-01-20
COMMUNITY HEALTH SYS-75 P 2011-08-09 2012-01-20
GAP INC-82 P 2011-05-20 2012-01-20
GOOGLE INC-4 P 2010-11-17 2012-01-20
INPEX CORP-800 P 2010-07-29 2012-01-20
LEVEL 3 COMM-153.6 P 2011-04-11 2012-01-20
MEMC ELEC MATLS-304 P 2011-08-09 2012-01-20
PHILLIPS 66-135 P 2012-01-23 2012-06-15
STAPLES INC-816 P 2011-07-05 2012-01-20
UNITED STATES STEEL CORP-34 P 2010-06-04 2012-01-20
YAHOO INC-160 P 2011-08-02 2012-01-20
AMERISTAR CASINOS INC-100 P 2009-09-01 2012-01-19
CABOT MICROELECTRONICS-50 P 2006-08-29 2012-01-04
DEALTRACKER HLDGS INC-150 P 2009-07-08 2012-01-19
FIRST SERVICE CORP-50 P 2006-10-25 2012-01-19
HARMAN INTL INDS INC-100 P 2011-09-12 2012-01-19
LIFETIME FITNESS-50 P 2008-05-21 2012-01-19
MARKETAXESS HOLDINGS-375 P 2007-09-20 2012-01-19
NEUSTAR INC CLASS A-50 P 2009-01-29 2012-01-19
POLYPORE INTL-100 P 2011-12-15 2012-01-19
STRATASYS INC-150 P 2011-09-19 2012-01-19
WMS INDS INC-50 P 2009-02-24 2012-01-19
COOPER INDS PLC-4000 P 2010-08-17 2012-06-13
GNMA PASS THRU X SNLG FAM-13 P 1998-10-22 2012-02-15
PIMCO FOREIGN BD FD-5882.467 P 2012-01-01 2012-01-25
HUSSMAN STRAT GWTH FD-59561.437 P 2012-01-01 2012-10-26
BANK OF AMERICA-627 P 2011-04-14 2012-01-20
COMMUNITY HEALTH SYS-78 P 2011-10-06 2012-01-20
GAP INC-116 P 2011-10-27 2012-01-20
GOOGLE INC-5 P 2011-01-31 2012-01-20
INPEX CORP-474 P 2010-07-29 2012-01-20
LIFETIME FITNESS-65 P 2009-02-19 2012-01-20
MEMC ELEC MATLS-218 P 2011-08-23 2012-01-20
PULTEGROUP INC-701 P 2010-10-19 2012-01-20
STAPLES INC-248 P 2011-07-05 2012-01-20
UNITED STATES STEEL CORP-24 P 2010-09-29 2012-01-20
ACI WORLDWIDE INC-200 P 2011-09-22 2012-01-19
AMERISTAR CASINOS INC-125 P 2009-09-10 2012-01-19
CABOT MICROELECTRONICS-125 P 2006-07-03 2012-01-19
DEALTRACKER HLDGS INC-125 P 2009-06-03 2012-01-19
FIRST SERVICE CORP PFRD-65 P 2006-07-03 2012-01-19
HEXCEL CORP-450 P 2009-07-07 2012-01-19
LIFETIME FITNESS-25 P 2008-07-15 2012-01-19
MORNINGSTAR INC-75 P 2009-05-07 2012-01-19
NEUSTAR INC CLASS A-100 P 2011-08-18 2012-01-19
PSS WORLD MEDICAL INC-75 P 2006-07-03 2012-01-19
TECHNE CORP-100 P 2010-05-10 2012-01-19
WMS INDS INC-50 P 2011-04-08 2012-01-19
SUNCOR ENERGY INC-13200 P 2011-11-22 2012-04-05
GNMA PASS THRU X SNLG FAM-13 P 1998-10-22 2012-03-15
PIMCO FOREIGN BD FD-112314.997 P 2012-01-01 2012-01-25
ALERE INC-261 P 2010-02-10 2012-01-20
BANK OF AMERICA-385 P 2011-07-13 2012-01-20
CORNING INC-101 P 2007-12-05 2012-01-20
GAP INC-139 P 2011-11-29 2012-01-20
GOOGLE INC-5 P 2011-03-28 2012-01-20
INPEX CORP-22 P 2010-07-29 2012-01-20
LIFETIME FITNESS-100 P 2009-02-19 2012-01-20
MEMC ELEC MATLS-243 P 2011-10-07 2012-01-20
PULTEGROUP INC-195 P 2010-11-22 2012-01-20
STAPLES INC-432 P 2011-07-19 2012-01-20
UNITED STATES STEEL CORP-72 P 2010-09-29 2012-01-20
ADTRAN INC-50 P 2012-01-04 2012-01-19
AMYLIN PHARMACEUTICALS-150 P 2006-07-03 2012-01-19
CABOT MICROELECTRONICS-75 P 2006-10-25 2012-01-19
DEALTRACKER HLDGS INC-225 P 2010-02-22 2012-01-19
FIRST SERVICE CORP PFRD-10 P 2006-10-25 2012-01-19
HEXCEL CORP-275 P 2010-02-16 2012-01-19
LIFETIME FITNESS-25 P 2008-08-08 2012-01-19
MORNINGSTAR INC-25 P 2009-06-17 2012-01-19
OPNET TECH INC-75 P 2012-01-06 2012-01-19
PSS WORLD MEDICAL INC-50 P 2006-10-27 2012-01-19
TECHNE CORP-50 P 2010-11-04 2012-01-19
WMS INDS INC-50 P 2011-05-13 2012-01-19
VERTEX PHARMA INC-7970 P 2011-09-26 2012-04-11
GNMA PASS THRU X SNLG FAM-13 P 1998-10-22 2012-04-16
PIMCO TOT RETURN FD-9352.466 P 2012-01-01 2012-01-25
ALERE INC-55 P 2010-09-02 2012-01-20
BEST BUY INC-347 P 2010-12-16 2012-01-20
CORNING INC-204 P 2009-09-23 2012-01-20
GENWORTH FINL INC-1033 P 2011-02-04 2012-01-20
GOOGLE INC-4 P 2011-04-04 2012-01-20
INPEX CORP-120 P 2010-09-28 2012-01-20
LIFETIME FITNESS-77 P 2009-02-19 2012-01-20
METLIFE INC-100 P 2011-10-06 2012-01-20
PULTEGROUP INC-224 P 2011-02-22 2012-01-20
STAPLES INC-189 P 2011-08-02 2012-01-20
UNITED STATES STEEL CORP-44 P 2011-04-04 2012-01-20
ADTRAN INC-400 P 2006-07-03 2012-01-19
AMYLIN PHARMACEUTICALS-50 P 2006-10-25 2012-01-19
CAPELLA EDUCATION CO-50 P 2010-11-10 2012-01-19
DEALTRACKER HLDGS INC-250 P 2011-09-28 2012-01-19
FRESH MARKET INC-100 P 2011-04-28 2012-01-19
HEXCEL CORP-50 P 2011-09-28 2012-01-19
LIFETIME FITNESS-75 P 2008-12-11 2012-01-19
MORNINGSTAR INC-35 P 2009-06-17 2012-01-19
OPNET TECH INC-100 P 2011-12-21 2012-01-19
PSS WORLD MEDICAL INC-100 P 2007-05-24 2012-01-19
TECHNE CORP-25 P 2011-09-28 2012-01-19
WMS INDS INC-150 P 2011-09-28 2012-01-19
VERTEX PHARMA INC-4800 P 2011-11-22 2012-04-11
GNMA PASS THRU X SNLG FAM-13 P 1998-10-22 2012-05-15
PIMCO TOT RETURN FD-227193.78 P 2012-01-01 2012-01-25
ALERE INC-40 P 2010-09-03 2012-01-20
BEST BUY INC-118 P 2011-10-27 2012-01-20
CORNING INC-348 P 2010-11-17 2012-01-20
GENWORTH FINL INC-242 P 2011-06-07 2012-01-20
HARTFORD FINL SVCS-83 P 2010-08-31 2012-01-20
INPEX CORP-158 P 2011-10-28 2012-01-20
LIFETIME FITNESS-23 P 2011-10-27 2012-01-20
METLIFE INC-100 P 2011-10-06 2012-01-20
PULTEGROUP INC-306 P 2011-08-09 2012-01-20
THERMO FISHER SCIENTIFIC-54 P 2009-03-13 2012-01-20
UNITED STATES STEEL CORP-42 P 2011-04-27 2012-01-20
ADTRAN INC-50 P 2006-10-25 2012-01-19
AMYLIN PHARMACEUTICALS-75 P 2008-10-27 2012-01-19
CAPELLA EDUCATION CO-50 P 2011-01-11 2012-01-19
DEVRY INC-125 P 2006-07-03 2012-01-19
FRESH MARKET INC-100 P 2011-06-02 2012-01-19
ICON PLC-225 P 2010-05-24 2012-01-19
LIFETIME FITNESS-50 P 2009-02-25 2012-01-19
MORNINGSTAR INC-25 P 2010-04-27 2012-01-19
OXFORD INDUSTRIES INC-50 P 2006-07-03 2012-01-19
PSS WORLD MEDICAL INC-50 P 2007-10-15 2012-01-19
ULTIMATE SOFTWARE GROUP-100 P 2011-09-28 2012-01-19
WMS INDS INC-1 P 2006-07-03 2012-01-19
WEATHERFORD INTL LTD-21600 P 2007-06-12 2012-04-11
GNMA PASS THRU X SNLG FAM-13 P 1998-10-22 2012-06-15
VANGUARD INTL EXPLORER FD-640.821 P 2011-12-27 2012-01-25
ALERE INC-68 P 2011-08-09 2012-01-20
BRISTOL-MEYERS SQUIBB CO-90 P 2012-01-23 2012-04-18
DELL INC-61 P 2009-10-13 2012-01-20
GENWORTH FINL INC-378 P 2011-07-14 2012-01-20
HARTFORD FINL SVCS-113 P 2010-09-02 2012-01-20
JP MORGAN CHASE & CO-265 P 2010-10-15 2012-01-20
MEMC ELEC MATLS-300 P 2010-03-15 2012-01-20
METLIFE INC-151 P 2011-10-06 2012-01-20
SANDRIDGE ENERGY INC-216.832 P 2010-03-15 2012-01-20
THERMO FISHER SCIENTIFIC-47 P 2009-05-27 2012-01-20
UNITED STATES STEEL CORP-83 P 2011-07-13 2012-01-20
ADTRAN INC-150 P 2011-08-04 2012-01-19
AMYLIN PHARMACEUTICALS-125 P 2008-11-05 2012-01-19
CERADYNE INC-50 P 2011-03-14 2012-01-19
DICE HLDGS INC-125 P 2011-06-01 2012-01-19
GENTEX CORP-100 P 2006-07-03 2012-01-19
ICON PLC-25 P 2010-10-10 2012-01-19
LIFETIME FITNESS-150 P 2009-04-28 2012-01-19
MORNINGSTAR INC-25 P 2011-09-28 2012-01-19
OXFORD INDUSTRIES INC-100 P 2006-07-03 2012-01-19
PSS WORLD MEDICAL INC-100 P 2011-09-28 2012-01-19
UNDER AMOUR INC-50 P 2011-08-18 2012-01-19
XO GROUP INC-200 P 2007-05-24 2012-01-19
DOW CHEMICAL CO-15300 P 2011-09-09 2012-07-03
GNMA PASS THRU X SNLG FAM-1335 P 1998-10-22 2012-07-16
VANGUARD INTL EXPLORER FD-14673.512 P 2012-01-01 2012-01-25
ALERE INC-58 P 2011-11-01 2012-01-20
BRISTOL-MEYERS SQUIBB CO-540 P 2012-01-23 2012-09-10
DELL INC-283 P 2010-06-04 2012-01-20
GILEAD SCIENCES INC-94 P 2007-12-05 2012-01-20
HARTFORD FINL SVCS-35 P 2010-09-03 2012-01-20
JP MORGAN CHASE & CO-97 P 2011-04-14 2012-01-20
MEMC ELEC MATLS-100 P 2010-03-15 2012-01-20
METLIFE INC-149 P 2011-10-13 2012-01-20
SANDRIDGE ENERGY INC-1 P 2010-03-15 2012-01-20
THERMO FISHER SCIENTIFIC-51 P 2009-06-10 2012-01-20
UNITED STATES STEEL CORP-26 P 2011-08-09 2012-01-20
ALIGN TECHNOLOGY INC-200 P 2006-07-03 2012-01-19
AMYLIN PHARMACEUTICALS-75 P 2009-01-14 2012-01-19
CERADYNE INC-50 P 2011-07-28 2012-01-19
DICE HLDGS INC-125 P 2011-06-09 2012-01-19
GENTEX CORP-75 P 2008-09-30 2012-01-19
ICON PLC-175 P 2010-12-09 2012-01-19
LOGMEIN INC-100 P 2011-10-03 2012-01-19
NATIONAL INSTRUMENTS-87.5 P 2006-07-03 2012-01-19
OXFORD INDUSTRIES INC-50 P 2007-10-22 2012-01-19
REALD INC-150 P 2011-06-27 2012-01-19
VALMONT INDS INC-25 P 2009-10-27 2012-01-19
XO GROUP INC-200 P 2008-03-03 2012-01-19
EMBRAER SA SP-8450 P 2012-03-13 2012-07-12
GNMA PASS THRU X SNLG FAM-9 P 1998-10-22 2012-08-15
GOLDMAN SACHS LOC EMER MKT-8741.815 P 2012-01-01 2012-06-06
AMDOCS LTD-313 P 2008-10-08 2012-01-20
CHARLES SCHWAB CORP-573 P 2011-08-15 2012-01-20
DELL INC-382 P 2010-09-02 2012-01-20
GILEAD SCIENCES INC-61 P 2009-09-22 2012-01-20
HARTFORD FINL SVCS-245 P 2010-09-07 2012-01-20
JUNIPER NETWORKS INC-200 P 2011-12-22 2012-01-20
MEMC ELEC MATLS-1 P 2010-03-15 2012-01-20
METLIFE INC-30 P 2011-10-13 2012-01-20
SANDRIDGE ENERGY INC-382.168 P 2010-04-05 2012-01-20
THERMO FISHER SCIENTIFIC-41 P 2009-08-14 2012-01-20
UNITED STATES STEEL CORP-20 P 2011-08-09 2012-01-20
ALIGN TECHNOLOGY INC-225 P 2007-10-26 2012-01-19
AMYLIN PHARMACEUTICALS-400 P 2011-03-03 2012-01-19
CERADYNE INC-50 P 2011-11-29 2012-01-19
DICE HLDGS INC-150 P 2011-06-20 2012-01-19
GENTEX CORP-75 P 2008-10-06 2012-01-19
INTERNAP NETWRK SVC-400 P 2007-10-24 2012-01-19
LUFKIN INDS INC-50 P 2011-12-15 2012-01-19
NATIONAL INSTRUMENTS-112.5 P 2008-10-16 2012-01-19
PANERA BREAD CO-25 P 2007-08-24 2012-01-17
REALD INC-100 P 2011-07-08 2012-01-19
VALMONT INDS INC-50 P 2010-01-15 2012-01-19
HERTZ GLOBAL HLDGS INC-27000 P 2010-10-25 2012-08-20
GNMA PASS THRU X SNLG FAM-9 P 1998-10-22 2012-09-17
GOLDMAN SACHS LOC EMER MKT-153302.71 P 2012-01-01 2012-06-06
AMDOCS LTD-10 P 2008-10-08 2012-01-20
CHARLES SCHWAB CORP-348 P 2011-08-23 2012-01-20
DIAGEO ORD-30 P 2012-01-23 2012-04-18
GILEAD SCIENCES INC-83 P 2009-12-28 2012-01-20
HARTFORD FINL SVCS-63 P 2011-04-14 2012-01-20
JUNIPER NETWORKS INC-75 P 2011-12-22 2012-01-20
MEMC ELEC MATLS-197 P 2010-05-10 2012-01-20
METLIFE INC-83 P 2011-11-29 2012-01-20
SANDRIDGE ENERGY INC-142 P 2010-08-11 2012-01-20
THERMO FISHER SCIENTIFIC-50 P 2009-10-28 2012-01-20
UNITED STATES STEEL CORP-122 P 2011-08-23 2012-01-20
ALIGN TECHNOLOGY INC-200 P 2008-01-31 2012-01-19
ANCESTRY.COM INC-100 P 2011-02-28 2012-01-19
CHART INDS INC-50 P 2011-10-03 2012-01-19
DICE HLDGS INC-150 P 2011-08-04 2012-01-19
GENTEX CORP-250 P 2008-11-11 2012-01-19
INTERNAP NETWRK SVC-150 P 2007-11-07 2012-01-19
M K S INSTRUMENTS INC-25 P 2007-10-25 2012-01-19
NATIONAL INSTRUMENTS-75 P 2009-01-14 2012-01-19
PANERA BREAD CO-125 P 2007-09-26 2012-01-19
REALD INC-150 P 2011-09-28 2012-01-19
VALMONT INDS INC-50 P 2011-09-28 2012-01-19
SAGENT PHARMA INC-18300 P 2011-07-19 2012-08-09
GNMA PASS THRU X SNLG FAM-9 P 1998-10-22 2012-10-15
RIDGEWORTH US GOV SEC ULT SH BD-7782 P 2012-01-01 2012-07-30
AMDOCS LTD-130 P 2009-02-06 2012-01-20
CHARLES SCHWAB CORP-862 P 2011-10-13 2012-01-20
DOMINION RES INC-110 P 2012-01-23 2012-04-18
GILEAD SCIENCES INC-117 P 2010-03-01 2012-01-20
HARTFORD FINL SVCS-78 P 2011-04-15 2012-01-20
KDDI CORP ADR-780 P 2011-03-15 2012-01-20
MEMC ELEC MATLS-78 P 2010-06-24 2012-01-20
METLIFE INC-88 P 2011-12-13 2012-01-20
SANDRIDGE ENERGY INC-311 P 2010-10-11 2012-01-20
THERMO FISHER SCIENTIFIC-117 P 2010-09-02 2012-01-20
UNITED STATES STEEL CORP-58 P 2011-10-27 2012-01-20
ALIGN TECHNOLOGY INC-75 P 2008-06-04 2012-01-19
ANCESTRY.COM INC-50 P 2011-09-21 2012-01-19
CORPORATE EXEC BOARD CO-250 P 2009-05-27 2012-01-19
DICE HLDGS INC-200 P 2011-09-27 2012-01-19
HAEMONETICS CORP-25 P 2010-04-12 2012-01-19
INTERNAP NETWRK SVC-225 P 2007-12-27 2012-01-19
M K S INSTRUMENTS INC-25 P 2007-10-25 2012-01-10
NATIONAL INSTRUMENTS-75 P 2009-02-10 2012-01-19
PF CHANGS CHINA BISTRO-25 P 2006-07-03 2012-01-19
SEMTECH CORP-275 P 2008-02-08 2012-01-19
WADDELL & REED FINL-50 P 2008-11-06 2012-01-19
NICE SYS LTD-2300 P 2010-07-13 2012-10-22
GNMA PASS THRU X SNLG FAM-9 P 1998-10-22 2012-11-15
RIDGEWORTH US GOV SEC ULT SH BD-9978 P 2012-01-01 2012-07-30
AMDOCS LTD-60 P 2011-10-27 2012-01-20
CHARLES SCHWAB CORP-369 P 2011-12-13 2012-01-20
EXXON MOBILE CORP-213 P 2011-01-13 2012-01-20
GILEAD SCIENCES INC-138 P 2010-04-22 2012-01-20
HARTFORD FINL SVCS-55 P 2011-04-18 2012-01-20
KDDI CORP ADR-148 P 2011-04-08 2012-01-20
MEMC ELEC MATLS-71 P 2010-06-25 2012-01-20
NEXTERA ENERGY INC-60 P 2012-01-23 2012-04-18
SANDRIDGE ENERGY INC-47 P 2011-10-05 2012-01-20
THERMO FISHER SCIENTIFIC-80 P 2011-08-02 2012-01-20
VARIAN MEDICAL SYS-78 P 2009-02-17 2012-01-20
ALIGN TECHNOLOGY INC-75 P 2008-07-14 2012-01-19
ANCESTRY.COM INC-100 P 2011-09-28 2012-01-19
CORPORATE EXEC BOARD CO-125 P 2009-07-08 2012-01-19
DOLBY LABS INC-125 P 2006-10-25 2012-01-19
HAEMONETICS CORP-25 P 2010-04-16 2012-01-19
KORN/FERRY INTL-25 P 2006-10-25 2012-01-19
M K S INSTRUMENTS INC-100 P 2006-07-03 2012-01-19
NEUSTAR INC CLASS A-49 P 2008-05-22 2012-01-19
PF CHANGS CHINA BISTRO-75 P 2006-07-07 2012-01-19
SEMTECH CORP-125 P 2008-08-29 2012-01-19
WADDELL & REED FINL-225 P 2008-11-20 2012-01-19
(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 461,791   435,240 26,551
b 108,286   92,633 15,653
c 9   10 -1
d 735,230   735,168 62
e 11,955   10,559 1,396
886   1,332 -446
3,390   3,276 114
7,589   5,616 1,973
1,333   1,892 -559
3,683   3,678 5
658   1,343 -685
3,330   3,603 -273
2,279   1,759 520
2,097   1,897 200
3,945   2,131 1,814
1,863   906 957
2,901   2,563 338
7,459   6,016 1,443
4,148   4,214 -66
3,205   2,836 369
1,860   1,793 67
7,433   5,101 2,332
1,794   1,086 708
2,454   2,731 -277
2,674   2,160 514
4,844   2,254 2,590
621,173   332,325 288,848
221,038   158,113 62,925
2,767   2,856 -89
49,270   49,724 -454
2,700   2,603 97
434   682 -248
3,390   3,317 73
4,680   4,318 362
15,279   19,212 -3,933
1,547   1,545 2
821   1,967 -1,146
1,892   1,731 161
15   12 3
2,864   2,546 318
3,114   2,691 423
6,211   3,959 2,252
2,901   2,645 256
4,639   1,936 2,703
4,623   4,203 420
4,808   4,408 400
1,395   1,308 87
4,460   3,691 769
897   513 384
3,272   2,966 306
6,796   5,712 1,084
2,768   2,792 -24
367,571   291,104 76,467
287,885   239,739 48,146
358,497   383,857 -25,360
2,395   2,512 -117
14,401   13,557 844
365   592 -227
11,043   12,857 -1,814
4,680   4,325 355
6,050   5,251 799
2,136   1,738 398
621   1,025 -404
6,432   6,349 83
2,028   2,166 -138
2,779   5,378 -2,599
3,755   3,833 -78
504   444 60
5,793   3,730 2,063
3,093   2,057 1,036
2,311   1,756 555
8,670   7,013 1,657
3,497   3,837 -340
2,973   1,458 1,515
3,588   1,359 2,229
2,454   2,016 438
3,785   3,308 477
1,384   1,319 65
65,649   52,705 12,944
352,334   334,953 17,381
39,681   39,885 -204
149,599   121,596 28,003
2,965   2,837 128
2,710   4,174 -1,464
130   136 -6
3,510   2,647 863
2,286   2,272 14
394   321 73
357   589 -232
3,073   2,606 467
2,940   2,878 62
1,167   2,259 -1,092
12,905   13,243 -338
1,008   580 428
7,242   2,937 4,305
3,093   2,060 1,033
6,376   5,194 1,182
2,167   1,635 532
2,331   2,473 -142
11,615   5,687 5,928
1,794   809 985
1,636   1,329 307
1,892   1,432 460
11,525   9,473 2,052
341,793   221,829 119,964
13   13  
810,602   761,413 49,189
3,263   3,687 -424
6,148   12,528 -6,380
1,303   1,388 -85
1,527   1,597 -70
2,340   2,355 -15
13,203   9,748 3,455
2,829   3,392 -563
1,409   1,741 -332
4,529   4,361 168
13,036   12,672 364
945   1,432 -487
2,552   2,110 442
2,017   1,688 329
2,378   1,541 837
4,184   2,291 1,893
1,417   1,092 325
4,335   3,181 1,154
2,331   1,867 464
11,860   5,987 5,873
1,794   682 1,112
5,227   4,579 648
5,677   3,382 2,295
1,098   942 156
273,435   173,589 99,846
13   13  
64,176   64,393 -217
655,146   751,646 -96,500
4,356   8,307 -3,951
1,355   1,277 78
2,160   2,266 -106
2,925   3,001 -76
7,823   5,775 2,048
3,022   704 2,318
1,011   1,458 -447
5,535   5,872 -337
3,962   3,851 111
667   1,066 -399
6,022   5,424 598
2,521   2,006 515
6,229   3,759 2,470
3,487   2,279 1,208
1,610   972 638
11,486   4,059 7,427
1,166   754 412
4,453   3,231 1,222
3,588   2,313 1,275
1,768   1,342 426
6,945   6,307 638
1,098   1,822 -724
403,334   389,758 13,576
13   13  
1,225,328   1,152,055 73,273
5,879   10,683 -4,804
2,675   3,990 -1,315
1,462   2,519 -1,057
2,588   2,531 57
2,925   2,916 9
363   268 95
4,649   1,083 3,566
1,126   1,406 -280
1,540   1,257 283
6,902   6,685 217
2,001   3,197 -1,196
1,690   1,478 212
1,734   7,309 -5,575
3,737   2,165 1,572
6,276   3,217 3,059
248   154 94
7,019   2,994 4,025
1,166   884 282
1,484   1,019 465
2,523   2,491 32
1,179   995 184
3,473   3,053 420
1,098   1,709 -611
296,142   382,638 -86,496
13   13  
102,876   102,028 848
1,239   1,642 -403
8,756   12,022 -3,266
2,954   3,203 -249
8,374   13,274 -4,900
2,340   2,348 -8
1,979   1,449 530
3,579   834 2,745
3,637   3,026 611
1,769   1,642 127
3,019   2,933 86
1,223   2,377 -1,154
13,521   9,121 4,400
578   2,207 -1,629
2,040   2,771 -731
6,973   4,154 2,819
4,257   4,147 110
1,276   1,081 195
3,497   909 2,588
2,078   1,401 677
3,364   3,651 -287
2,358   1,935 423
1,736   1,736  
3,293   2,712 581
178,354   133,930 44,424
13   13  
2,499,103   2,391,827 107,276
901   1,227 -326
2,977   3,224 -247
5,038   6,127 -1,089
1,962   2,571 -609
1,559   1,666 -107
2,606   2,815 -209
1,069   1,042 27
3,637   3,026 611
2,416   1,362 1,054
2,761   1,880 881
1,167   2,008 -841
1,690   1,178 512
867   637 230
2,040   2,669 -629
5,177   2,764 2,413
4,257   3,455 802
4,159   6,247 -2,088
2,331   484 1,847
1,484   1,249 235
2,438   1,978 460
1,179   993 186
6,720   4,923 1,797
12   18 -6
299,471   576,519 -277,048
13   13  
8,900   8,203 697
1,532   1,530 2
3,021   2,939 82
1,014   940 74
3,064   3,666 -602
2,122   2,444 -322
9,804   9,843 -39
1,391   4,241 -2,850
5,492   4,570 922
1,647   1,675 -28
2,403   1,818 585
2,306   3,720 -1,414
5,070   4,760 310
1,445   1,021 424
1,600   2,283 -683
1,239   1,722 -483
3,102   1,392 1,710
462   549 -87
6,994   2,505 4,489
1,484   1,436 48
4,877   3,956 921
2,358   2,047 311
3,663   2,832 831
1,597   3,626 -2,029
480,942   394,198 86,744
1,335   1,338 -3
203,786   219,593 -15,807
1,306   1,484 -178
17,920   17,632 288
4,706   3,758 948
4,431   4,422 9
657   783 -126
3,589   4,412 -823
464   1,414 -950
5,419   4,637 782
8   8  
2,608   2,126 482
722   760 -38
4,969   1,497 3,472
867   845 22
1,600   1,636 -36
1,239   1,703 -464
2,327   1,068 1,259
3,235   3,420 -185
4,093   3,093 1,000
2,325   1,598 727
2,438   1,247 1,191
1,311   3,554 -2,243
2,469   1,904 565
1,597   2,261 -664
193,256   252,645 -59,389
9   9  
77,538   80,469 -2,931
9,147   7,868 1,279
7,298   7,154 144
6,352   4,717 1,635
2,875   2,830 45
4,601   5,351 -750
4,632   4,144 488
5   14 -9
1,091   934 157
2,903   2,817 86
2,097   1,880 217
556   584 -28
5,590   4,161 1,429
4,624   4,603 21
1,600   1,444 156
1,486   1,764 -278
2,327   860 1,467
2,578   6,510 -3,932
3,723   3,348 375
2,989   1,791 1,198
3,717   1,117 2,600
874   2,203 -1,329
4,938   3,698 1,240
339,509   304,469 35,040
9   9  
1,359,767   1,409,654 -49,887
292   251 41
4,432   4,122 310
3,025   2,582 443
3,912   3,592 320
1,183   1,667 -484
1,737   1,554 183
913   2,443 -1,530
3,019   2,432 587
1,079   663 416
2,557   2,290 267
3,390   3,249 141
4,969   2,350 2,619
2,834   3,294 -460
3,085   1,873 1,212
1,486   1,815 -329
7,756   2,100 5,656
967   2,260 -1,293
743   491 252
1,993   1,053 940
19,044   5,340 13,704
1,311   1,557 -246
4,938   4,071 867
258,054   431,130 -173,076
9   9  
791,474   786,055 5,419
3,799   2,451 1,348
10,979   10,668 311
5,562   5,544 18
5,515   5,571 -56
1,465   2,084 -619
12,121   11,945 176
362   836 -474
3,200   2,793 407
2,362   1,670 692
5,983   5,136 847
1,612   1,436 176
1,863   989 874
1,417   1,373 44
9,324   4,425 4,899
1,982   1,852 130
1,603   1,425 178
1,450   2,010 -560
702   491 211
1,993   1,040 953
818   930 -112
7,353   3,238 4,115
1,384   629 755
73,522   62,296 11,226
9   9  
1,014,862   1,004,894 9,968
1,753   1,868 -115
4,700   4,387 313
18,513   16,220 2,293
6,505   5,696 809
1,033   1,463 -430
2,300   2,196 104
329   760 -431
3,755   3,560 195
357   276 81
4,091   4,635 -544
5,398   2,876 2,522
1,863   802 1,061
2,834   2,498 336
4,662   2,446 2,216
4,255   2,515 1,740
1,603   1,509 94
465   578 -113
2,973   2,040 933
1,758   1,107 651
2,454   2,667 -213
3,342   1,858 1,484
6,228   2,321 3,907
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       26,551
b       15,653
c       -1
d       62
e       1,396
      -446
      114
      1,973
      -559
      5
      -685
      -273
      520
      200
      1,814
      957
      338
      1,443
      -66
      369
      67
      2,332
      708
      -277
      514
      2,590
      288,848
      62,925
      -89
      -454
      97
      -248
      73
      362
      -3,933
      2
      -1,146
      161
      3
      318
      423
      2,252
      256
      2,703
      420
      400
      87
      769
      384
      306
      1,084
      -24
      76,467
      48,146
      -25,360
      -117
      844
      -227
      -1,814
      355
      799
      398
      -404
      83
      -138
      -2,599
      -78
      60
      2,063
      1,036
      555
      1,657
      -340
      1,515
      2,229
      438
      477
      65
      12,944
      17,381
      -204
      28,003
      128
      -1,464
      -6
      863
      14
      73
      -232
      467
      62
      -1,092
      -338
      428
      4,305
      1,033
      1,182
      532
      -142
      5,928
      985
      307
      460
      2,052
      119,964
       
      49,189
      -424
      -6,380
      -85
      -70
      -15
      3,455
      -563
      -332
      168
      364
      -487
      442
      329
      837
      1,893
      325
      1,154
      464
      5,873
      1,112
      648
      2,295
      156
      99,846
       
      -217
      -96,500
      -3,951
      78
      -106
      -76
      2,048
      2,318
      -447
      -337
      111
      -399
      598
      515
      2,470
      1,208
      638
      7,427
      412
      1,222
      1,275
      426
      638
      -724
      13,576
       
      73,273
      -4,804
      -1,315
      -1,057
      57
      9
      95
      3,566
      -280
      283
      217
      -1,196
      212
      -5,575
      1,572
      3,059
      94
      4,025
      282
      465
      32
      184
      420
      -611
      -86,496
       
      848
      -403
      -3,266
      -249
      -4,900
      -8
      530
      2,745
      611
      127
      86
      -1,154
      4,400
      -1,629
      -731
      2,819
      110
      195
      2,588
      677
      -287
      423
       
      581
      44,424
       
      107,276
      -326
      -247
      -1,089
      -609
      -107
      -209
      27
      611
      1,054
      881
      -841
      512
      230
      -629
      2,413
      802
      -2,088
      1,847
      235
      460
      186
      1,797
      -6
      -277,048
       
      697
      2
      82
      74
      -602
      -322
      -39
      -2,850
      922
      -28
      585
      -1,414
      310
      424
      -683
      -483
      1,710
      -87
      4,489
      48
      921
      311
      831
      -2,029
      86,744
      -3
      -15,807
      -178
      288
      948
      9
      -126
      -823
      -950
      782
       
      482
      -38
      3,472
      22
      -36
      -464
      1,259
      -185
      1,000
      727
      1,191
      -2,243
      565
      -664
      -59,389
       
      -2,931
      1,279
      144
      1,635
      45
      -750
      488
      -9
      157
      86
      217
      -28
      1,429
      21
      156
      -278
      1,467
      -3,932
      375
      1,198
      2,600
      -1,329
      1,240
      35,040
       
      -49,887
      41
      310
      443
      320
      -484
      183
      -1,530
      587
      416
      267
      141
      2,619
      -460
      1,212
      -329
      5,656
      -1,293
      252
      940
      13,704
      -246
      867
      -173,076
       
      5,419
      1,348
      311
      18
      -56
      -619
      176
      -474
      407
      692
      847
      176
      874
      44
      4,899
      130
      178
      -560
      211
      953
      -112
      4,115
      755
      11,226
       
      9,968
      -115
      313
      2,293
      809
      -430
      104
      -431
      195
      81
      -544
      2,522
      1,061
      336
      2,216
      1,740
      94
      -113
      933
      651
      -213
      1,484
      3,907
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 2 655,726
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 3 164,534
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 3,471,557 71,770,458 0.048370
2010 2,987,331 68,935,077 0.043335
2009 3,593,102 65,653,548 0.054728
2008 3,438,843 74,293,263 0.046287
2007 2,988,441 83,431,815 0.035819
2 Total of line 1, column (d) ...................... 2 0.228539
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 0.045708
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 71,678,936
5 Multiply line 4 by line 3....................... 5 3,276,301
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,774
7 Add lines 5 and 6......................... 7 3,299,075
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,553,620
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 22,774
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 22,774
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 22,774
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 15,018
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 13,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,618
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 67
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,777
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet5,777 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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.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 addressbulletWWW.1772FOUNDATION.ORG
    14
    The books are in care ofbullet1772 FOUNDATION Telephone no.bullet (860) 928-1772
    Located atbullet112 MAIN STREET STE 9PUTNAMCT ZIP+4bullet06260
    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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    G STANTON GEARYClick to see attachment PRESIDENT
    30.00     		66,150 0 0
    422 THAMES ST
    NEWPORT,RI02840
    JOHN R LIVESEYClick to see attachment TRUSTEE/DECE
    1.00     		5,850 0 0
    411 SUMMER ST
    NORTH ANDOVER,MA01845
    B DANFORTH ELYClick to see attachment TREASURER
    30.00     		29,400 0 0
    PO BOX 732
    FAR HILLS,NJ07931
    ROBERT RAYNOLDSClick to see attachment TRUSTEE
    20.00     		24,900 0 0
    12384 OXFORD ROAD
    LONGMONT,CO80501
    GRETCHEN S SORINClick to see attachment TRUSTEE
    20.00     		24,900 0 0
    PO BOX 800
    COOPERSTOWN,NY13326
    NANCY E DAVISClick to see attachment TRUSTEE
    20.00     		24,900 0 0
    5604 SONOMA ROAD
    BETHESDA,MD20817
    MARY A ANTHONYClick to see attachment EXEC DIR
    45.00     		120,204 9,503 0
    PO BOX 112
    POMFRET CENTER,CT06259
    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
     
    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 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.)
    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
    65,840,593
    b
    Average of monthly cash balances.......................
    1b
    6,929,900
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,770,493
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    72,770,493
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,091,557
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,678,936
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,583,947
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,583,947
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    22,774
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,774
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,561,173
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,561,173
    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
    3,561,173
    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
    3,553,620
    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
    3,553,620
    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
    22,774
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,530,846
    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 3,561,173
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 3,440,334
    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$ 3,553,620
    a Applied to 2011, but not more than line 2a 3,440,334
    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..... 113,286
    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 ..........     		3,447,887
    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
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 or e-mail of the person to whom applications should be addressed:
    MARY ANTHONY
    PO BOX 112
    POMFRET CENTER,CT062590112
    (860) 928-1772
    bThe form in which applications should be submitted and information and materials they should include:
    BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ON-LINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED.
    cAny submission deadlines:
    FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15 PRIOR TO THE YEAR THE FUND
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO THE PRESERVATION AND ENHANCEMENT OF AMERICAN HISTORICAL ENTITIES AND PROJECTS.
    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
    1816 FARMINGTON QUAKER MEETINGHOUSE
    PO BOX 25053
    FARMINGTON,NY14425     		  501(C)(3) MUSEUM BUILDING REPAIRS & MAINTENACE 20,000
    ABILENE PRESERVATION LEAGUE
    PO BOX 3451
    ABILENE,TX79604     		  501(C)(3) REVOLVING FUND - 1903 JD MAGEE HOME 10,000
    ABINGTON CONGREGATIONAL CHURCH
    550 HAMPTON ROAD
    PO BOX 289
    POMFRET CENTER,CT06259     		  501(C)(3) GENERAL PURPOSE 1,000
    ABINGTON SOCIAL LIBRARY
    536 HAMPTON ROAD
    POMFRET CENTER,CT06259     		  501(C)(3) GENERAL PURPOSE 1,000
    AMERICAN ASSOC OF STATE & LOCAL
    HISTORY
    1717 CHURCH ROAD
    NASHVILLE,TN372033203     		  501(C)(3) GENERAL PURPOSE 5,000
    AMERICAN LIVESTOCK BREEDS
    CONSERVANCY
    PO BOX 477
    PITTSBORO,NC27312     		  501(C)(3) NATIONAL HERITAGE BREED CONSERVATION 51,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		  501(C)(3) CAMPAIGN TO SAVE ST MARY'S CHURCH LA 30,000
    BGCN LIFECAMP INC
    PO BOX 580
    FAR HILLS,NJ07931     		  501(C)(3) GENERAL PURPOSE 500
    BUNGAY FIRE BRIGADE
    1256 ROUTE 171
    WEST WOODSTOCK,CT06281     		  501(C)(3) EQUIPMENT & SUPPLIES 2,000
    CHRIST CHURCH
    PO BOX 21
    POMFRET,CT06258     		  501(C)(3) GENERAL PURPOSE 500
    CHURCH OF THE GOOD SHEPHERD
    80 ELM AVENUE
    RAHWAY,NJ07065     		  501(C)(3) GENERAL PURPOSE 2,000
    CITY GREEN
    PO BOX 748
    RINGWOOD,NJ07456     		  501(C)(3) URBAN FARM PROGRAM IN PATTERSON NJ 50,000
    CLIVEDEN OF THE NATIONAL TRUST
    6401 GERMANTOWN AVE
    PHILADELPHIA,PA19144     		  501(C)(3) RESTORATION OF SLAVE DWELLING & KITC 20,000
    CONNECTICUT FARMLAND TRUST
    77 BUCKINGHAM STREET
    HARTFORD,CT06106     		  501(C)(3) FARMLAND PROTECTION PROJECT 25,000
    CONNECTICUT HUMANITIES COUNCIL
    37 BROAD STREET
    MIDDLETOWN,CT06457     		  501(C)(3) CHALLENGE GRANT 2,500
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517     		  501(C)(3) REVOLVING FUND 25,000
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517     		  501(C)(3) REVOLVING FUND 10,000
    CONNECTICUT TRUST FOR HISTORIC
    PRESERVATION
    940 WHITNEY AVENUE
    HAMDEN,CT06517     		  501(C)(3) REFERRAL PROJECTS GRANT-CT 190,000
    CT AUDUBON SOCIETY AT POMFRET
    189 POMFRET STREET
    PO BOX 11
    POMFRET CENTER,CT06259     		  501(C)(3) YOUTH PROGRAMS 5,000
    DARTMOUTH NATURAL RESOURCES TRUST
    PO BOX P-17
    DARTMOUTH,MA02748     		  501(C)(3) FARMLAND ACQUISITION 16,750
    DAY KIMBALL HOSPITAL
    PO BOX 632
    PUTNAM,CT06260     		  501(C)(3) ANNUAL APPEAL 5,000
    DELAWARE ACADEMY OF SCIENCE
    1355 OLD BALTIMORE PIKE
    NEWARK,DE19702     		  501(C)(3) RESTORATION OF CHIMNEY 4,000
    DENVER URBAN GARDENS
    3377 BLAKE STREET STE 11
    DENVER,CO80205     		  501(C)(3) GENERAL PURPOSE 2,000
    DUTCHESS LAND CONSERVANCY
    PO BOX 138
    MILLBROOK,NY12454     		  501(C)(3) PURCHASE DEV RIGHT PROG SLEIGHT FARM 30,000
    EAST COAST GREENWAY ALLIANCE
    27B NORTH ROAD
    WAKEFIELD,RI02879     		  501(C)(3) GENERAL PURPOSE 1,000
    EAST END AFRICAN AMERICAN MUSEUM
    PO BOX 2263
    SOUTHHAMPTON,NY11969     		  501(C)(3) INTERIOR PAINTING PROJECT 5,000
    EAST QUABBIN LAND TRUST
    PO BOX 5 120 RIDGE RD
    HARDWICK,MA010370005     		  501(C)(3) FARMLAND PROTECTION PROJECT 10,000
    EASTERN SHORE LAND CONSERVANCY
    PO BOX 169
    QUEENSTOWN,MD216580169     		  501(C)(3) GENERAL PURPOSE 5,000
    FEED DENVER
    10200 SMITH ROAD
    DENVER,CO80239     		  501(C)(3) GENERAL PURPOSE 2,000
    FIVE RIVERS CONSERVATION TRUST
    31 WARREN STREET
    CONCOR,NH03301     		  501(C)(3) FARMLAND ACQUISITION 20,000
    FLANDERS NATURE CENTER AND LAND
    TRUST
    5 CHURCH HILL ROAD
    WOODBURY,CT06798     		  501(C)(3) CAPACITY BUILDING SUPPORT 8,000
    FOREVER FARMLAND INITIATIVE
    C/O KESTREL LAND TRUST
    PO BOX 1016
    AMHERST,MA01004     		  501(C)(3) FOREVER FARMLAND INITIATIVE 22,500
    FRANKLIN LAND TRUST
    PO BOX 450
    SHELBURNE FALLS,MA01370     		  501(C)(3) FARMLAND PROTECTION EFFORTS IN WESTE 20,000
    FRANKLIN STAGE COMPANY
    25 INSTITUTE STREET
    PO BOX 821
    FRANKLIN,NY13775     		  501(C)(3) GENERAL PURPOSE 5,000
    FRIENDS OF DINOSAUR RIDGE
    16831 W ALAMEDA PKWY
    MORRISON,CO80465     		  501(C)(3) GENERAL PURPOSE 10,000
    FRIENDS OF THE JOHN COLTRANE HOME
    IN DIX HILLS
    81 EAST JEFRYN BLVD
    SUITE H
    DEER PARK,NY117290395     		  501(C)(3) HOME STABILIZATION PROJECT 30,000
    FRIENDS OF THE POMFRET PUBLIC LIBRA
    PO BOX 91
    POMFRET,CT06258     		  501(C)(3) GENERAL PURPOSE 2,500
    GREATER NEWARK CONSERVANCY
    32 PRINCE STREET
    NEWARK,NJ07103     		  501(C)(3) URBAN FARMING/FOOD ACCESS INITIATIVE 50,000
    HAMILTON PARTNERSHIP FOR PATTERSON
    32 SPRUCE STREET 3RD FL
    PATERSON,NJ07501     		  501(C)(3) PRESERVATION WORK IN PATTERSON GREAT 100,000
    HARRIET TUBMAN HOUSE
    180 SOUTH STREET
    AUBURN,NY13021     		  501(C)(3) RESTORATION OF CHIMNEY, WINDOW WELLS 10,000
    HERITAGE CONSERVANCY
    85 OLD DUBLIN PIKE
    DOYLESTOWN,PA189012489     		  501(C)(3) REVOLVING FUND TO PRESERVE FARMS THR 20,000
    HILTON-WINN FARM
    189 OGUNQUIT ROAD
    CAPE NEDDICK,ME03902     		  501(C)(3) YOUTH ENRICHMENT CENTER 5,000
    HISTORIC BOSTON INC
    20 EUSTIS STREET
    ROXBURY,MA02119     		  501(C)(3) REVOLVING FUND-MALCOM X HOUSE 25,000
    HISTORIC BOSTON INC
    20 EUSTIS STREET
    ROXBURY,MA02119     		  501(C)(3) PRESERVATION OF MALCOLM X-ELLA LITTL 29,000
    HISTORIC MACON FOUNDATION
    935 HIGH STREET PO BOX 1
    MACON,GA31208     		  501(C)(3) REVOLVING FUND TRANSFORM DERELICT BU 95,000
    HISTORIC SAVANNAH FOUNDATION INC
    321 E YORK STREET
    SAVANNAH,GA31401     		  501(C)(3) REVOLVING FUND EASEMENT PROGRAM 37,500
    HUNTERDON LAND TRUST ALLIANCE
    111 MINE STREET
    FLEMINGTON,NJ088221474     		  501(C)(3) SUPPORT OF PLANNED GIVING PROGRAM & 10,000
    INDIANA LANDMARKS
    1201 CENTRAL AVENUE
    INDIANAPOLIS,IN46202     		  501(C)(3) REVOLVING FUND 25,000
    INSTITUTE FOR SUSTAINABLE LIVING
    ART
    5870 COTTAGE DRIVE
    BELLAIRE,MI49615     		  501(C)(3) GENERAL PURPOSE 5,000
    ISLAND INSTITUTE
    386 MAIN STREET PO BOX 6
    ROCKLAND,ME048410648     		  501(C)(3) GENERAL PURPOSE 5,000
    ISLAND INSTITUTE
    386 MAIN STREET PO BOX 6
    ROCKLAND,ME048410648     		  501(C)(3) WORKING WATERFRONT PRESERVATION PROG 50,000
    JOSHUA'S TRACT
    PO BOX 4
    MANSFIELD CENTER,CT06250     		  501(C)(3) GENERAL PURPOSE 1,000
    KESTREL LAND TRUST
    PO BOX 1016
    AMHERST,MA01004     		  501(C)(3) PRESERVE FARMLAND IN HISTORIC GREAT 30,000
    KNOX HERITAGE
    PO BOX 1242
    KNOXVILLE,TN37901     		  501(C)(3) REVOLVING FUND 25,000
    LAND TRUST ALLIANCE
    112 SPRING ST STE 205
    SARATOGA SPRINGS,NY128663351     		  501(C)(3) GENERAL PURPOSE 5,000
    LAND TRUST ALLIANCE
    112 SPRING ST STE 205
    SARATOGA SPRINGS,NY128663351     		  501(C)(3) GENERAL PURPOSE 10,000
    LAWNSIDE HISTORICAL SOCIETY INC
    PO BOX 608
    LAWNSIDE,NJ080450670     		  501(C)(3) PETER MOTT HOUSE CONTRUCTION PROJECT 10,000
    LIBERTY HALL FOUNDATION
    1003 MORRIS AVENUE
    UNION,NJ07083     		  501(C)(3) MEMORIAL GIFT IN HONOR OF STEWART B 100,000
    LIBERTY HALL FOUNDATION
    1003 MORRIS AVENUE
    UNION,NJ07083     		  501(C)(3) FARMERS MARKET PILOT PROGRAM 46,000
    MAINE PRESERVATION
    233 WEST MAIN STREET
    YARMOUTH,ME04096     		  501(C)(3) NEW ENGLAND REVOLVING FUND CONSORTIU 9,100
    MASSACHUSETTS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		  501(C)(3) SIBLEY AND WARNER FARMS ACQUISITION 30,000
    MICHIGAN HISTORIC PRESERVATION
    NETWORK
    107 EAST GRAND RIVER
    LANSING,MI48827     		  501(C)(3) REVOLVING FUND PLAN 19,000
    MICHIGAN LAND USE INSITUTE
    148 E FRONT ST STE 301
    TRANSVERSE CITY,MI49684     		  501(C)(3) GENERAL PURPOSE 5,000
    MONERO MUSTANGS
    PO BOX 432
    TIERRA AMARILLA,NM87575     		  501(C)(3) GENERAL PURPOSE 2,000
    MORRISTOWN MEMORIAL HOSPITAL
    PO BOX 1956
    MORRISTOWN,NJ07960     		  501(C)(3) GENERAL PURPOSE 5,000
    MOUNT GRACE LAND CONSERVATION TRUST
    1461 OLD KEENE ROAD
    ATHOL,MA01331     		  501(C)(3) RED FIRE FARM PROJECT 30,000
    MUSEUM OF AFRICAN AMERICAN HISTORY
    14 BEACON STREET STE 719
    BOSTON,MA02108     		  501(C)(3) CAPITAL REPAIRS OF AFRICAN MEETING H 15,000
    NATIONAL TRUST FOR HISTORIC PRESERV
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  501(C)(3) REVOLVING FUND ANNUAL CONFERENCE 66,500
    NATIONAL TRUST FOR HISTORIC PRESERV
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  501(C)(3) HISTORIC REAL ESTATE TRAINING PROGRA 60,800
    NATIONAL TRUST FOR HISTORIC PRESERV
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  501(C)(3) AFRICAN AMERICAN HISTORIC PLACES OUT 25,000
    NEW BEDFORD HISTORICAL SOCIETY INC
    21 SEVENTH STREET
    NEW BEDFORD,MA02740     		  501(C)(3) REPAIR MASONRY WORK IN KITCHEN 5,000
    NEW HAMPSHIRE PRESERVATION ALLIANCE
    PO BOX 268
    CONCORD,NH03302     		  501(C)(3) REVOLVING FUND 25,000
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931     		  501(C)(3) GENERAL PURPOSE 2,000
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931     		  501(C)(3) FARMLAND CONSERVATION 40,000
    NEW JERSEY HISTORIC TRUST
    DEPT OF COMMUNITY AFFAIRS
    PO BOX 457
    TRENTON,NJ08625     		  501(C)(3) GENERAL PURPOSE 10,000
    NEW JERSEY HISTORIC TRUST
    DEPT OF COMMUNITY AFFAIRS
    PO BOX 457
    TRENTON,NJ08625     		  501(C)(3) REFERRAL PROJECTS GRANT-NJ 190,000
    NEW YORK HARBOR FOUNDATION
    BATTERY MARITIME BLDG
    10 SOUTH ST SLIP 7
    NEW YORK,NY10004     		  501(C)(3) AQUACULTURE PROJECT ASSISTANCE 50,000
    NIAGRA FALLS UNDERGROUND RAILROAD H
    HERITAGE AREA COMMSSN
    615 MAIN ST PO BOX 2733
    NIAGRA FALLS,NY14301     		  501(C)(3) DEVELOPMENT OF WALKING TOUR 10,000
    NORTH BENNET STREET SCHOOL
    39 NORTH BENNET ST
    BOSTON,MA02113     		  501(C)(3) RENOVATION FOR ADAPTIVE RE-USE OF FO 50,000
    NORTH COUNTRY TRAIL ASSOCIATION
    229 E MAIN STREET
    LOWELL,MI49331     		  501(C)(3) GENERAL PURPOSE 5,000
    NORTH SHORE LAND ALLIANCE
    151 POST ROAD
    OLD WESTBURY,NY11568     		  501(C)(3) ACQUISITION OF 31-ACRE WAWAPEK FARM 35,000
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE ROAD
    STURBRIDGE,MA01566     		  501(C)(3) CHARTER SCHOOL FEASIBILITY STUDY 20,000
    OTSEGO LAND TRUST
    PO BOX 173
    COOPERSTOWN,NY13326     		  501(C)(3) GENERAL PURPOSE 5,000
    PALMETTO TRUST FOR HISTORIC PRESERV
    8301 PARK LANE ROAD
    COLUMBIA,SC29223     		  501(C)(3) REVOLVING FUND-DAUFUSKIE ISLAND ENDA 75,000
    PLAID HOUSE INC
    54 WESTERN AVE
    MORRISTOWN,NJ07960     		  501(C)(3) GENERAL PURPOSE 500
    PORTSMOUTH HISTORICAL SOCIETY
    10 MIDDLE ST PO BOX 728
    PORTSMOUTH,NH03802     		  501(C)(3) BLACK HERITAGE PRESERVATION TRAIL 15,000
    PRESERVATION ALLIANCE FOR GREATER P
    1616 WALNUT ST STE 1620
    PHILADELPHIA,PA19103     		  501(C)(3) JOHN COLTTRANE HOUSE PRESERVATION 15,000
    PRESERVATION ALLIANCE OF MINNESOTA
    416 LANDMARK CENTER
    75 W 5TH ST
    ST PAUL,MN55102     		  501(C)(3) REVOLVING FUND FEASIBILITY STUDY 15,000
    PRESERVATION FOUNDATION OF NORTH
    CAROLINA
    PO BOX 27644
    RALEIGH,NC27611     		  501(C)(3) PURCHASE OF MCGEE HOUSE 50,000
    PRESERVATION GREENSBORO DEVELOPMENT
    447 WEST WASHINGTON ST
    GREENSBORO,NC27401     		  501(C)(3) REVOLVING FUND 25,000
    PRESERVATION LEAGUE OF NY STATE
    44 CENTRAL AVENUE
    ALBANY,NY12206     		  501(C)(3) REVOLVING FUND DIRECTOR FUNDS 10,000
    PRESERVATION RESOURCE CENTER OF
    NEW ORLEANS
    923 TCHOUPITOULAS STREET
    NEW ORLEANS,LA70130     		  501(C)(3) OPERATION COMEBACK PROGRAM REVOLVING 25,000
    PRESERVATION TRUST OF VERMONT
    104 CHURCH STREET
    BURLINGTON,VT05401     		  501(C)(3) REVOLVING FUND 75,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) REVOLVING FUNDS AND PROJECT OPERATIO 25,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) GENERAL PURPOSE 10,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904     		  501(C)(3) REFERRAL PROJECTS GRANT-RI 190,000
    PRESERVING US INC
    3965 WEST 83RD STREET
    PRAIRIE VILLAGE,KS66208     		  501(C)(3) REVOLVING FUND-MARSHALLTOWN SENIOR R 25,000
    PROVIDENCE REVOLVING FUND
    372 WEST FOUNTAIN ST
    PROVIDENCE,RI02903     		  501(C)(3) REVOLVING FUND RECAPITALIZATION 25,000
    PUTNEY SCHOOL
    ELM LEA FARM
    418 HOUGHTON BROOK RD
    PUTNEY,VT053468675     		  501(C)(3) ANNUAL FUND 5,000
    QUINEBAUG VALLEY COMMUNITY COLLEGE
    742 UPPER MAPLE ST
    DANIELSON,CT06239     		  501(C)(3) VISIONS IN LEADERSHIP PROGRAM 1,500
    RARITAN HEADWATERS ASSOCIATION
    PO BOX 273
    GLADSTONE,NJ07934     		  501(C)(3) GENERAL PURPOSE 4,000
    SEED SAVERS EXCHANGE
    3094 NORTH WINN ROAD
    DECORAH,IA52101     		  501(C)(3) HISTORIC APPLE ORCHARD INSTALLATION 48,207
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05842     		  501(C)(3) GENERAL PURPOSE 3,500
    SOCIETY FOR PROTECTION OF NH FOREST
    34 PORTSMOUTH STREET
    CONCORD,NH03301     		  501(C)(3) CONSERVATION EASEMENT PURCHASE FOR 7 20,000
    SOUTH KINGSTOWN LAND TRUST
    227 ROBINSON STREET
    WAKEFIELD,RI02879     		  501(C)(3) CONSERVATION EASEMENT PRUCHASES 30,000
    SOUTHEAST LAND TRUST OF NEW
    HAMPSHIRE
    PO BOX 625
    EXETER,NH03833     		  501(C)(3) CAPACITY BUILDING SUPPORT 10,000
    SOUTHSIDE COMMUNITY LAND TRUST
    109 SOMERSET STREET
    PROVIDENCE,RI029071031     		  501(C)(3) URBAN FARMLAND ACQUISITION PROVIDENC 25,000
    SPRINGFIELD FIRE DEPARTMENT
    PO BOX 358
    SPRINGFIELD CENTER,NY13468     		  501(C)(3) EXTRICATION EQUIPMENT 2,000
    ST MARY'S EPISCOPAL CHURCH
    PO BOX 376
    SPRINGFIELD CENTER,NY134680376     		  501(C)(3) GENERAL PURPOSE 6,000
    ST PAUL'S EPISCOPAL CHURCH
    390 MAIN STREET
    NORTH ANDOVER,MA01845     		  501(C)(3) IN MEMORY OF JOHN R LIVESEY 5,000
    ST AUGUSTINE'S PROJECT INC
    333 MADISON AVENUE
    NEW YORK,NY10002     		  501(C)(3) HISTORIC PROPERTY & MANAGEMENT OF GA 12,000
    ST VRAIN HISTORICAL SOCIETY
    PO BOX 705
    LONGMONT,CO805020705     		  501(C)(3) PRESERVE & DEVELOP HISTORIC FARMSTEA 4,000
    STRONGHOLD INC
    7901 COMUS ROAD
    DICKERSON,MD20842     		  501(C)(3) GENERAL PURPOSE 5,000
    THE COMMITTEE TO RESTORE THE
    ABYSSINIAN MEETING HOUSE
    PO BOX 11064
    PORTLAND,ME04104     		  501(C)(3) EXTERIOR BUILDING CONSTRUCTION 35,000
    THE GEORGIA TRUST FOR HISTORIC PRES
    1516 PEACHTREE STREET NW
    ATLANTA,GA30309     		  501(C)(3) REVOLVING FUND SUSTAINABLE SPARTA PR 37,500
    THE GEORGIA TRUST FOR HISTORIC PRES
    1516 PEACHTREE STREET NW
    ATLANTA,GA30309     		  501(C)(3) REVOLVING FUND WEBITE MAINTENANCE 7,500
    THE GEORGIA TRUST FOR HISTORIC PRES
    1516 PEACHTREE STREET NW
    ATLANTA,GA30309     		  501(C)(3) REVOLVING FUND 6,500
    THE HOLE IN THE WALL GANG FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		  501(C)(3) IN MEMORY OF JOHN R LIVESEY 5,000
    THE HOLE IN THE WALL GANG FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		  501(C)(3) IN MEMORY OF JOHN R LIVESEY 1,000
    THE HOLE IN THE WALL GANG FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		  501(C)(3) IN MEMORY OF JOHN R LIVESEY 15,000
    THE HOLE IN THE WALL GANG FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		  501(C)(3) IN MEMORY OF JOHN R LIVESEY 5,000
    THE LAND CONSERVANCY OF NEW JERSEY
    19 BOONTON AVENUE
    BOONTON,NJ07005     		  501(C)(3) INTERNAL CONSERVANCY REVOLVING FUND 20,000
    THE MONADNOCK CONSERVANCY
    PO BOX 337
    KEENE,NH03431     		  501(C)(3) ACQUISITION OF CONSERVATOIN EASEMENT 20,000
    THE OPEN SPACE CONSERVANCY
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018     		  501(C)(3) FARMLAND ACQUISITION FUND IN ROUNDOU 25,000
    THE RECTORY SCHOOL
    528 POMFRET STREET
    POMFRET,CT06258     		  501(C)(3) RECTORY SCHOOL SCHOLARSHIP FUND 9,000
    THE URBAN FARM OF DENVER
    10200 SMITH RD
    DENVER,CO80239     		  501(C)(3) GENERAL PURPOSE 2,000
    THREE RIVERS LAND TRUST
    78 SUNSET RD
    SPRINGVALE,ME04083     		  501(C)(3) FARMLAND PROTECTION 20,000
    TINICUM CONSERVANCY
    PO BOX 206
    ERWINNA,PA18920     		  501(C)(3) CAPACITY BUILDING SUPPORT 5,000
    UNDERGROUND RAILROAD HISTORY PROJEC
    PO BOX 10851
    ALBANY,NY12201     		  501(C)(3) RESTORATION OF STEPHEN & HARRIET MYE 25,000
    UPTOWN ENTERTAINMENT AND DEV CORP
    2227 N BROAD STEET
    PHILADELPHIA,PA191324502     		  501(C)(3) RESTORATION OF HISTORIC UPTOWN THEAT 30,000
    VERMONT LAND TRUST
    8 BAILEY AVENUE
    MONTPELIER,VT05602     		  501(C)(3) LEGACY CAMPAIGN PLANNED GIVING PROGR 10,000
    WALLKILL VALLEY LAND TRUST
    PO BOX 208
    NEW PALTZ,NY12561     		  501(C)(3) CAPACITY BUILDING FOR HOUSE TOUR EVE 5,000
    WATERFRONT HISTORIC AREA LEAGUE
    128 UNION STREET
    NEW BEDFORD,MA02740     		  501(C)(3) WHALE REVOLVING FUND 15,000
    WEEKSVILLE HERITAGE CENTER
    1698 BERGEN STREET
    BROOKLYN,NY11213     		  501(C)(3) RESTORATION OF HUNTERFLY ROW HOUSES 35,000
    WEST WOODSTOCK LIBRARY ASSOCIATION
    5 BUNGAY HILL CONNECTOR
    WOODSTOCK VALLEY,CT06282     		  501(C)(3) GENERAL PURPOSE 3,000
    WESTCHESTER LAND TRUST
    403 HARRIS ROAD
    BEDFORD HILLS,NY10507     		  501(C)(3) WESTCHESTER LAND TRUST FARMERS NETWO 7,500
    WHOLESOME WAVE
    189 STATE STREET
    BRIDGEPORT,CT06604     		  501(C)(3) NJ DOUBLE COUPON VALUE PROGRAM AT FA 50,000
    WOODSTOCK HISTORICAL SOCIETY
    PO BOX 65
    WOODSTOCK,CT06281     		  501(C)(3) GENERAL PURPOSE 1,000
    WYNDHAM LAND TRUST INC
    PO BOX 302
    POMFRET CENTER,CT06259     		  501(C)(3) GENERAL PURPOSE 5,000
    YMCA OF GREATER HARTOFRD
    241 TRUMBULL STREET
    HARTFORD,CT06103     		  501(C)(3) GENERAL PURPOSE 3,000
    Total .................................bullet 3a 3,221,857
    bApproved for future payment
    GEORGIA TRUST FOR HISTORIC PRESV
    1516 PEACHTR4EE ST NW
    ATLANTA,GA30309     		  501(C)(3) REVOLVING FUND-SPARTA PROJECT 37,500
    HISTORIC BOSTON INC
    20 EUSTIS ST
    ROXBURY,MA02119     		  501(C)(3) MALCOLM X HOUSE 25,000
    HISTORIC SAVANNAH FOUNDATION
    321 E YORK STREET
    SAVANNAH,GA31401     		  501(C)(3) REVOLVING FUND EASEMENT PROG 37,500
    KNOX HERITAGE
    PO BOX 1242
    KNOXVILLE,TN37901     		  501(C)(3) REVOLVING FUND 25,000
    NEW HAMPSHIRE PRESV ALLIANCE
    PO BOX 268
    CONCORD,NH03302     		  501(C)(3) REVOLVING FUND 25,000
    PALMETTO TRUST FOR HIST PRESV
    8301 PARK LANE RD
    COLUMBIA,SC29223     		  501(C)(3) REVOLVING FUND-DAUDUSKIE ISLND 75,000
    PRESERVATION FOUNDATION OF NORTH
    CAROLINA
    PO BOX 27644
    RALEIGH,NC27611     		  501(C)(3) PURCHASE OF MCGEE HOUSE 50,000
    PRESERVATION RESOURCE CENTER OF
    NEW ORLEANS
    923 TCHOUPITOULAS STREET
    NEW ORLEANS,LA70130     		  501(C)(3) REVOLVING FUND-OPERATION COMEBACKL 25,000
    PROVIDENCE REVOLVING FUND
    372 WEST FOUNTAIN ST
    PROVIDENCE,RI02903     		  501(C)(3) REVOLVING FUND 25,000
    Total .................................bullet 3b 325,000
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 966  
    4 Dividends and interest from securities....     14 1,943,895  
    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.....     14 2,149  
    8Gain or (loss) from sales of assets other than inventory     18 655,726  
    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)..   2,602,736  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,602,736
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    1772 FOUNDATION INC
     
    Employer identification number

    22-2578377
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    1772 FOUNDATION INC
          		Employer identification number

    22-2578377
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ESTATE OF STEWART B KEAN    
    687 COLONIAL DRIVE
       
    UNION, NJ   07083

    		$2,000,000


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    1772 FOUNDATION INC
          		Employer identification number

    22-2578377
    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
    1772 FOUNDATION INC
          		Employer identification number

    22-2578377
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LESHNER FRANCHINO & CO 34,290 17,145   17,145

    TY 2012 CompensationExplanation
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Person Name Explanation
    G STANTON GEARY  
    JOHN R LIVESEY  
    B DANFORTH ELY  
    ROBERT RAYNOLDS  
    GRETCHEN S SORIN  
    NANCY E DAVIS  
    MARY A ANTHONY  

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

    TY 2012 DepreciationSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2006-01-19 3,600 3,600 S/L 5.0000        
    FILING CABINET 2007-08-02 2,798 1,765 S/L 7.0000 400 200    
    PRINTER 2009-04-09 478 263 S/L 5.0000 96 48    
    PRINTER 2009-05-14 1,086 579 S/L 5.0000 217 109    
    POWER POINT PROJECTOR 2009-08-07 583 282 S/L 5.0000 116 58    
    LAPTOP COMPUTER 2010-01-26 547 210 S/L 5.0000 109 54    
    LAPTOP COMPUTER 2010-10-25 583 136 S/L 5.0000 117 59    
    DESKTOP COMPUTER 2011-09-25 1,013 51 S/L 5.0000 202 101    

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HCA INC 6.375% 01-15-15 1,990,000 2,162,500

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACI WORLDWIDE INC    
    ADTRAN INC    
    ALIGN TECH INC    
    AMERISTAR CASINOS INC    
    AMYLIN PHARMA    
    ANCESTRY.COM    
    ARIBA INC    
    ATHENAHEALTH INC    
    CABOT MICROELECTRONICS    
    CAPELLA EDUCATION CO    
    CERADYNE INC    
    CHART INDUSTRIES INC    
    CORP EXECUTIVE BOARD CO    
    COSTAR GROUP INC    
    D T S INC    
    DEALERTRACK HOLDINGS    
    DEVRY INC    
    DICE HOLDINGS INC    
    DOLBY LABS INC    
    FINANCIAL ENGINES INC    
    FIRST SERVICE CORP    
    FIRST SERVICE CORP 7.0% PFD    
    FRESH MARKET INC    
    GENETEX CORP    
    HAEMONETICS CORP    
    HARMAN INTL INDS INC    
    HEXCEL CORP    
    ICON PLC    
    INTERNAP NETWORK SVC    
    KORN/FERRY INTL    
    LIFETIME FITNESS    
    LOGMEIN INC    
    LUFKIN INDS INC    
    M K S INST INC    
    MANHATTAN ASSOC INC    
    MARKETAXESS HLDGS    
    MORNINGSTAR INC    
    NATIONAL INSTRUMENTS    
    NEUSTAR INC    
    OPNET TECH INC    
    OXFORD INDS INC    
    P F CHANGS CHINA BISTRO    
    P S S WORLD MEDICAL INC    
    PANERA BREAD CO    
    POLYPORE INTL    
    REALD INC    
    SEMTECH CORP    
    STIFEL FINL CORP    
    STRATASYS INC    
    TECHNE CORP    
    ULTIMATE SOFTWARE GROUP    
    UNDER ARMOUR INC    
    VALMONT IND INC    
    W M S INDS INC    
    WADDELL & REED FINL    
    XO GROUP INC    
    3M COMPANY 14,550 15,785
    ALERE INC    
    ALTRIA GROUP INC 18,864 20,750
    AMDOCS LTD    
    APACHE CORP    
    APPLE INC    
    ASTRAZENECA PLC 20,485 20,326
    AT&T INC 17,622 19,552
    BANK OF AMERICA    
    BEST BUY INC    
    BOEING CO 14,369 14,318
    CHARLES SCHWAB CORP    
    CHEVRON CORP 19,217 19,465
    CISCO SYSTEMS INC 12,848 13,165
    COMMUNITY HEALTH SYS    
    CONOCOPHILLIPS 19,595 20,876
    CORNING INC    
    DELL INC    
    DIAGEO PLC 15,491 20,984
    DOMINION RES INC 12,096 12,432
    DU PONT E I DE NEMOUR & CO 17,684 16,192
    EXXON MOBIL CORP    
    FISERV INC    
    GAP INC    
    GENERAL ELECTRIC CO 15,248 19,521
    GENUINE PARTS CO 14,755 14,623
    GENWORTH FINL INC    
    GILEAD SCIENCES INC    
    GOOGLE INC    
    HARTFORD FINL SVCS GRP    
    HCP INC 17,638 19,419
    HEALTH CAERE REIT INC 17,612 19,613
    HEINZ H J CO 19,130 21,342
    HEWLETT PACKARD CO    
    HSBC HOLDINGS PLC 14,782 18,575
    INPEX CORP    
    INTEL CORP 17,676 13,609
    JOHNSON & JOHNSON 20,850 22,432
    JP MORGAN CHASE    
    JP MORGAN CHASE & CO 12,110 11,652
    JUNIPER NETWORKS INC    
    KDDI CORP    
    KIMBERLY CLARK CORP 17,658 20,263
    KRAFT FOODS GROUP 7,267 8,185
    LEVEL 3 COMM    
    LIFETIME FITNESS    
    LILLY ELI & CO 20,470 25,646
    MEMC ELEC MATLS    
    MERCK & CO 17,861 18,832
    METLIFE INC    
    MICROSOFT CORP 17,296 17,094
    MONDELEZ INTL INC 13,439 13,745
    NEXTERA ENERGY INC 17,209 20,065
    ON SEMICONDUCTOR CORP    
    OSHKOSH CORP    
    PHILLIP MORRIS INTL INC 15,261 17,146
    PULTEGROUP INC    
    RAYTHEON CO 18,253 19,858
    ROYAL DUTCH PETE 17,890 17,014
    SANDRIDGE ENERGY INC    
    STAPLES INC    
    THERMO FISHER SCIENTIFIC    
    TRAVERLERS COS INC 16,360 19,391
    UNILEVER NV 17,779 20,682
    UNITED STATES STEEL CORP    
    VARIAN MEDICAL SYS    
    VERIZON COMM INC 16,867 19,039
    VODAFONE GROUP 17,548 15,870
    YAHOO INC    
    APPLE INC 420,702 1,064,346
    B&G FOODS INC 174,422 161,933
    CELANESE CORP 218,689 360,693
    COLFAX CORP 396,880 738,405
    COOPER INDS LTD 331,024 383,792
    DANAHER CORP 379,332 514,280
    DISNEY WALT CO 183,857 188,455
    DOW CHEM CO    
    FORTINET INC 242,583 214,194
    GOLDCORP INC    
    GOODRICH CORP    
    GOOGLE INC 307,091 424,428
    HERSHEY CO 321,782 321,379
    HERTZ GLOBAL HLDGS    
    HOME DEPOT INC 507,226 779,310
    IDEXX LABS INC 170,702 167,968
    INTERNATIONAL PAPER CO 333,295 390,830
    JP MORGAN CHASE & CO 333,254 341,640
    KRAFT FOODS GROUP 113,950 126,861
    LAS VEGAS SANDS CORP 252,869 207,720
    LOWES 404,751 571,872
    MERCK & CO 253,588 237,452
    MONDELEZ INTL INC 212,295 213,043
    NICE SYS LTD 332,208 391,716
    OCCIDENTAL PETE CORP 309,394 222,169
    ORACLE CORP 338,882 353,192
    PPG INDS INC 321,215 419,585
    PROCTOR & GAMBLE CO 243,556 271,560
    RALCORP HLDGS INC 288,631 448,250
    SAGENT PHARMA INC    
    SALES FORCE COM INC 241,432 290,813
    STANLEY BLACK & DECKER INC 333,810 336,564
    STARBUCKS CORP 302,364 375,410
    STATE STREET CORP 341,548 377,020
    STEWART ENTERPRISES 328,842 399,572
    SUNCOR ENERGY INC    
    TESORO COR 574,985 1,048,390
    THERMO FISHER SCIENTIFIC 430,061 548,508
    TYCO INTL LTD    
    UNITED TECH CORP 548,200 508,462
    VERTEX PHARMA INC    
    VISA INC 345,462 376,676
    WATSON PHARMA INC 240,711 276,920
    WEATHERFORD INTL LTD    
    WELLS FARGO & CO 313,401 355,472
    WILLIAMS SONOMA INC 317,752 404,435

    TY 2012 InvestmentsOtherSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GLOBAL BAL ASSET ALLOC FD III AT COST 19,469,710 18,390,556
    WESTFIELD DIVIDEND GWTH FD LP AT COST 1,500,000 2,088,339
    PINE GROVE OFF FD LTD AT COST 3,000,000 3,140,651
    ACL ALTERNATIVE FUND AT COST 2,951,910 2,613,007
    DOUBLELINE TOTAL RETURN AT COST 4,387,719 4,601,148
    GLDMN SACHS LOCL EMRG MKT DBT AT COST    
    LOOMIS SAYLES ABSOLUTE STRAT Y AT COST 811,882 812,388
    LOOMIS SAYLES BOND FD AT COST 1,029,894 1,161,902
    LOOMIS SAYLES GLBL BD FD AT COST    
    METROPOLITAN WEST TOTAL RET BD FD AT COST 1,130,743 1,211,219
    PIMCO FOREIGN BD UNHDG FD AT COST 2,292,167 2,331,407
    PIMCO LOW DURATION FD AT COST 3,539,328 3,662,882
    PIMCO REAL RETURN FD AT COST 1,065,064 1,284,258
    PIMCO TOTAL RETURN FD AT COST    
    RIDGEWORTH US GOV SEC ULTRA SH AT COST    
    SIT US GOVT SEC FD AT COST    
    RIVERNORTH DOUBLELINE STAT INC FD AT COST 379,615 393,977
    TCW EMER MKT INC FD AT COST 1,489,673 1,613,366
    VANGUARD TOTAL BD MKT IDX FD AT COST 2,644,439 2,669,975
    AQR MGD FUTURES STAT FD AT COST 644,500 619,973
    DFA EMG MKT CORE EQ PORT AT COST 157,468 181,331
    DFA INTL SMALL CO AT COST 309,687 377,337
    DFA LARGE CAP INTL PORT AT COST 244,518 227,860
    DFA REAL ESTATE SEC PORT AT COST 219,241 222,417
    DFA US LARGE CO PORT AT COST 36,030 48,313
    DFA US SMALL CAP PORT AT COST 214,148 241,321
    FIRST EAGLE GOLD FD AT COST 541,459 567,231
    GLDMN SACHS COMMODITY FD AT COST    
    HUSSMAN STRATEGIC GROWTH AT COST    
    PIMCO COMMOD REAL RTN ST FD AT COST 698,914 512,764
    VANGUARD ENERGY FD AT COST 155,999 167,230
    VANGUARD INTL EXPL INV SHS AT COST    
    FLEXSHARES EXCH TRD FD GLBL AT COST 148,000 149,889
    ISHARES MSCI ETF USA MIN VOL AT COST 49,480 49,056

    TY 2012 LandEtcSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      10,688 8,143 2,545  


    TY 2012 LegalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 8,057 4,028   4,028


    TY 2012 OtherDecreasesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Amount
    GRANTS PAYABLE 325,000


    TY 2012 OtherExpensesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES & EXPENSE 6,571 1,641   4,930
    DUES & SUBSCRIPTIONS 3,197 799   2,398
    PAYROLL SERVICE FEES 1,505 376   1,129
    TELEPHONE 3,423 856   2,567
    INSURANCE 5,764 1,441   4,323
    DATA PROCESSING & WEBSITE 3,985     3,985
    UTILITIES 2,270 1,135   1,135


    TY 2012 OtherIncomeSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 2,149 2,149  


    TY 2012 OtherLiabilitiesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAXES PAYABLE   6,700


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT & TRADE FE 203,911 203,911    
    CONSULTING FEES 12,310 3,077   9,232


    TY 2012 SubstantialContributorsSch
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name Address
    ESTATE OF STEWART B KEAN 687 COLONIAL AVENUE
    UNION,NJ070837405


    TY 2012 TaxesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 21,740