TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2013

Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation
CAL FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)C/O SACKS PRESS LACHER 600 THIRDAVENURoom/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10016

A Employer identification number

13-6083347

B Telephone number (see instructions)

(212) 682-6640

C If exemption application is pending, check here bullet

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

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

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

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

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

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

$4,407,029J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	29,198		29,198
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		243,893
b	Gross sales price for all assets on line 6a 1,322,700
7	Capital gain net income (from Part IV, line 2)...			243,893
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	273,091		273,091
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,394	5,394	0
c	Other professional fees (attach schedule)....		22,858	22,858	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)		1,214	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		580	580	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	30,046		28,832	0
25	Contributions, gifts, grants paid........	190,500			190,500
26	Total expenses and disbursements. Add lines 24 and 25	220,546		28,832	190,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	52,545
b	Net investment income (if negative, enter -0-)			244,259
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2013)

Form 990-PF (2013)

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
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		14,719	15,522	15,522
	2	Savings and temporary cash investments..........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........		2,350,736	2,402,478	4,391,507
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		2,365,455	2,418,000	4,407,029
		17	Accounts payable and accrued expenses..........
18		Grants payable...................
19		Deferred revenue..................
20		Loans from officers, directors, trustees, and other disqualified persons
21		Mortgages and other notes payable (attach schedule)......
22		Other liabilities (describe )
23		Total liabilities (add lines 17 through 22)..........		0	0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........		486,677	486,677
	28	Paid-in or capital surplus, or land, bldg., and equipment fund		0	0
	29	Retained earnings, accumulated income, endowment, or other funds		1,878,778	1,931,323
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		2,365,455	2,418,000
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		2,365,455	2,418,000

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	2,365,455
2	Enter amount from Part I, line 27a.....................	2	52,545
3	Other increases not included in line 2 (itemize)	3	0
4	Add lines 1, 2, and 3..........................	4	2,418,000
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	2,418,000

Form 990-PF (2013)

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	SECURITIES LITIGATION SETTLEMENT	P
b	COACH INC -127 SHS	P	2012-06-19	2013-01-23
c	COACH INC -315 SHS	P	2012-06-18	2013-01-23
d	MEAD JOHNSON NUTRITION CO COM -65 SHS	P	2012-07-11	2013-02-01
e	MEAD JOHNSON NUTRITION CO COM -144 SHS	P	2012-07-16	2013-02-04
	INTUITIVE SURGICAL INC -3 SHS	P	2012-10-15	2013-02-15
	INTUITIVE SURGICAL INC -26 SHS	P	2012-10-15	2013-02-15
	INTUITIVE SURGICAL INC -4 SHS	P	2012-10-15	2013-02-19
	MEAD JOHNSON NUTRITION CO COM -93 SHS	P	2012-07-16	2013-03-13
	MEAD JOHNSON NUTRITION CO COM -63 SHS	P	2012-07-16	2013-03-14
	CHIPOTLE MEXICAN GRILL INC CL -59 SHS	P	2012-10-15	2013-04-22
	CHIPOTLE MEXICAN GRILL INC CL -82 SHS	P	2012-10-15	2013-04-23
	CHIPOTLE MEXICAN GRILL INC CL -80 SHS	P	2012-10-15	2013-04-24
	APPLE INC -24 SHS	P	2012-11-19	2013-04-26
	APPLE INC -43 SHS	P	2012-11-19	2013-04-29
	APPLE INC -29 SHS	P	2012-11-19	2013-04-30
	COGNIZANT TECHNOLOGY SOLUTIONS -127 SHS	P	2013-04-30	2013-05-28
	COGNIZANT TECHNOLOGY SOLUTIONS -70 SHS	P	2013-04-30	2013-06-13
	COGNIZANT TECHNOLOGY SOLUTIONS -172 SHS	P	2013-04-29	2013-06-13
	COGNIZANT TECHNOLOGY SOLUTIONS -169 SHS	P	2013-04-29	2013-06-14
	COGNIZANT TECHNOLOGY SOLUTIONS -24 SHS	P	2013-04-26	2013-06-14
	COGNIZANT TECHNOLOGY SOLUTIONS -165 SHS	P	2013-04-26	2013-06-17
	CHIPOTLE MEXICAN GRILL INC CL -17 SHS	P	2012-10-15	2013-08-21
	CHIPOTLE MEXICAN GRILL INC CL -23 SHS	P	2012-10-15	2013-08-22
	CHIPOTLE MEXICAN GRILL INC CL -26 SHS	P	2012-10-15	2013-08-23
	CHIPOTLE MEXICAN GRILL INC CL -37 SHS	P	2012-10-15	2013-08-26
	CHIPOTLE MEXICAN GRILL INC CL -10 SHS	P	2012-10-15	2013-08-27
	MEAD JOHNSON NUTRITION CO COM -17 SHS	P	2012-11-13	2013-09-16
	MEAD JOHNSON NUTRITION CO COM -246 SHS	P	2012-11-13	2013-09-17
	MEAD JOHNSON NUTRITION CO COM -19 SHS	P	2012-11-14	2013-09-17
	MEAD JOHNSON NUTRITION CO COM -111 SHS	P	2012-11-14	2013-09-18
	MEAD JOHNSON NUTRITION CO COM -93 SHS	P	2012-11-14	2013-09-19
	MEAD JOHNSON NUTRITION CO COM -87 SHS	P	2012-11-14	2013-09-20
	YUM BRANDS INC -144 SHS	P	2013-01-24	2013-10-10
	YUM BRANDS INC -43 SHS	P	2013-01-23	2013-10-10
	YUM BRANDS INC -285 SHS	P	2013-01-23	2013-10-11
	EQUINIX INC COM NEW -67 SHS	P	2013-02-15	2013-11-05
	EQUINIX INC COM NEW -6 SHS	P	2013-02-15	2013-11-06
	EQUINIX INC COM NEW -86 SHS	P	2013-02-14	2013-11-06
	EQUINIX INC COM NEW -44 SHS	P	2013-02-15	2013-11-06
	EQUINIX INC COM NEW -16 SHS	P	2013-02-15	2013-11-07
	EQUINIX INC COM NEW -13 SHS	P	2013-02-19	2013-11-07
	EQUINIX INC COM NEW -80 SHS	P	2013-02-19	2013-11-08
	EQUINIX INC COM NEW -37 SHS	P	2013-04-23	2013-11-08
	EQUINIX INC COM NEW -26 SHS	P	2013-04-23	2013-11-08
	EQUINIX INC COM NEW -6 SHS	P	2013-04-24	2013-11-08
	GILEAD SCIENCES INC -50 SHS	P	2013-08-29	2013-11-20
	GILEAD SCIENCES INC -132 SHS	P	2013-08-26	2013-11-20
	GILEAD SCIENCES INC -48 SHS	P	2013-08-23	2013-11-20
	COGNIZANT TECHNOLOGY SOLUTIONS CL A -11 SHS	P	2011-08-23	2013-01-22
	COGNIZANT TECHNOLOGY SOLUTIONS CL A -89 SHS	P	2011-08-19	2013-01-22
	VISA INC COM CL A -116 SHS	P	2010-05-18	2013-01-22
	VISA INC COM CL A -34 SHS	P	2010-05-18	2013-01-22
	COACH INC -125 SHS	P	2011-07-06	2013-01-23
	COACH INC -221 SHS	P	2011-12-06	2013-01-23
	COACH INC -399 SHS	P	2011-08-15	2013-01-23
	COACH INC -359 SHS	P	2011-08-09	2013-01-23
	COACH INC -728 SHS	P	2011-08-09	2013-01-23
	COACH INC -203 SHS	P	2011-08-09	2013-01-24
	COACH INC -184 SHS	P	2011-08-09	2013-01-24
	MEAD JOHNSON NUTRITION CO COM -16 SHS	P	2011-12-07	2013-02-01
	MEAD JOHNSON NUTRITION CO COM -25 SHS	P	2011-12-08	2013-02-01
	MEAD JOHNSON NUTRITION CO COM -69 SHS	P	2011-11-30	2013-02-01
	MEAD JOHNSON NUTRITION CO COM -15 SHS	P	2011-12-13	2013-02-01
	MEAD JOHNSON NUTRITION CO COM -6 SHS	P	2011-12-08	2013-02-01
	MEAD JOHNSON NUTRITION CO COM -27 SHS	P	2011-12-12	2013-02-01
	MEAD JOHNSON NUTRITION CO COM -3 SHS	P	2011-12-12	2013-02-04
	MEAD JOHNSON NUTRITION CO COM -94 SHS	P	2011-11-29	2013-02-04
	MEAD JOHNSON NUTRITION CO COM -36 SHS	P	2011-12-14	2013-02-04
	PRAXAIR INC -31 SHS	P	2010-03-30	2013-02-14
	PRAXAIR INC -75 SHS	P	2010-03-29	2013-02-14
	PRAXAIR INC -38 SHS	P	2009-09-21	2013-02-14
	CELGENE CORP -33 SHS	P	2009-10-15	2013-02-15
	CELGENE CORP -71 SHS	P	2009-10-20	2013-02-15
	PRAXAIR INC -115 SHS	P	2009-09-21	2013-02-15
	PRAXAIR INC -46 SHS	P	2009-09-18	2013-02-15
	CELGENE CORP -86 SHS	P	2009-10-20	2013-02-19
	PRAXAIR INC -46 SHS	P	2009-09-18	2013-02-19
	PRAXAIR INC -121 SHS	P	2009-09-23	2013-02-19
	PRAXAIR INC -12 SHS	P	2009-09-23	2013-02-20
	PRAXAIR INC -58 SHS	P	2009-09-28	2013-02-20
	PRAXAIR INC -129 SHS	P	2009-09-17	2013-02-20
	PRAXAIR INC -28 SHS	P	2009-09-17	2013-02-21
	PRAXAIR INC -72 SHS	P	2009-09-25	2013-02-21
	PRAXAIR INC -18 SHS	P	2009-09-25	2013-02-22
	PRAXAIR INC -72 SHS	P	2009-09-24	2013-02-22
	MEAD JOHNSON NUTRITION CO COM -36 SHS	P	2011-12-15	2013-03-14
	MEAD JOHNSON NUTRITION CO COM -56 SHS	P	2011-11-28	2013-03-14
	MEAD JOHNSON NUTRITION CO COM -94 SHS	P	2011-12-22	2013-03-14
	QUALCOMM INC -239 SHS	P	2005-01-21	2013-03-18
	T. ROWE PRICE GROUP INC -98 SHS	P	2011-04-27	2013-03-18
	QUALCOMM INC -119 SHS	P	2005-01-21	2013-03-19
	T. ROWE PRICE GROUP INC -30 SHS	P	2011-04-27	2013-03-19
	T. ROWE PRICE GROUP INC -41 SHS	P	2011-08-31	2013-03-19
	T. ROWE PRICE GROUP INC -25 SHS	P	2011-08-30	2013-03-19
	CELGENE CORP -28 SHS	P	2009-10-20	2013-05-28
	CELGENE CORP -109 SHS	P	2008-01-29	2013-05-28
	GOOGLE INC CL A -10 SHS	P	2012-01-30	2013-05-28
	T. ROWE PRICE GROUP -58 SHS	P	2011-08-30	2013-05-28
	T. ROWE PRICE GROUP -48 SHS	P	2011-08-29	2013-05-28
	VISA INC COM CL A -50 SHS	P	2010-05-18	2013-05-28
	QUALCOMM INC -286 SHS	P	2005-01-21	2013-06-07
	GOGGLE INC CL A -10 SHS	P	2012-01-30	2013-06-10
	COGNIZANT TECHNOLOGY -363 SHS	P	2012-05-08	2013-06-17
	COGNIZANT TECHNOLOGY -237 SHS	P	2012-05-08	2013-06-18
	COGNIZANT TECHNOLOGY -100 SHS	P	2011-08-19	2013-06-18
	COGNIZANT TECHNOLOGY -244 SHS	P	2006-01-30	2013-06-18
	COGNIZANT TECHNOLOGY -326 SHS	P	2006-01-30	2013-06-19
	ILLUMINA INC COM -25 SHS	P	2011-01-18	2013-07-01
	ILLUMINA INC COM -15 SHS	P	2011-01-24	2013-07-01
	ILLUMINA INC COM -22 SHS	P	2011-01-25	2013-07-01
	ILLUMINA INC COM -77 SHS	P	2011-01-25	2013-07-02
	ILLUMINA INC COM -25 SHS	P	2011-01-25	2013-07-03
	ILLUMINA INC COM -15 SHS	P	2011-01-21	2013-07-03
	ILLUMINA INC COM -95 SHS	P	2011-01-21	2013-07-05
	ILLUMINA INC COM -16 SHS	P	2011-01-20	2013-07-05
	ILLUMINA INC COM -19 SHS	P	2011-01-20	2013-07-08
	ILLUMINA INC COM -55 SHS	P	2011-01-13	2013-07-08
	ILLUMINA INC COM -17 SHS	P	2011-01-12	2013-07-08
	ILLUMINA INC COM -70 SHS	P	2011-01-12	2013-07-09
	ILLUMINA INC COM -49 SHS	P	2011-07-28	2013-07-10
	ILLUMINA INC COM -101 SHS	P	2011-01-12	2013-07-10
	ILLUMINA INC COM -40 SHS	P	2011-07-28	2013-07-11
	CELGENE CORP -28 SHS	P	2008-01-29	2013-08-02
	AMAZON COM INC -13 SHS	P	2012-01-18	2013-08-21
	AMAZON COM INC -15 SHS	P	2012-01-25	2013-08-21
	ILLUMINA INC COM -67 SHS	P	2011-07-28	2013-08-21
	AMAZON COM INC -12 SHS	P	2012-01-25	2013-08-22
	ILLUMINA INC COM -74 SHS	P	2011-07-28	2013-08-22
	AMAZON COM INC -20 SHS	P	2012-01-25	2013-08-23
	ILLUMINA INC COM -66 SHS	P	2011-07-28	2013-08-23
	AMAZON COM INC -6 SHS	P	2012-01-25	2013-08-26
	AMAZON COM INC -50 SHS	P	2010-08-04	2013-08-26
	ECOLAB INC COM -138 SHS	P	2012-03-20	2013-08-26
	ECOLAB INC COM -9 SHS	P	2012-03-19	2013-08-26
	ILLUMINA INC COM -99 SHS	P	2011-07-28	2013-08-26
	QUALCOMM INC -83 SHS	P	2005-01-21	2013-08-26
	QUALCOMM INC -8 SHS	P	2005-02-14	2013-08-26
	T. ROWE PRICE GROUP -12 SHS	P	2011-08-29	2013-08-26
	T. ROWE PRICE GROUP -80 SHS	P	2010-08-09	2013-08-26
	AMAZON COM INC -50 SHS	P	2010-08-04	2013-08-27
	ILLUMINA INC COM -7 SHS	P	2011-07-28	2013-08-27
	QUALCOMM INC -48 SHS	P	2005-02-14	2013-08-27
	ECOLAB INC COM -23 SHS	P	2012-03-19	2013-08-28
	ILLUMINA INC COM -13 SHS	P	2011-07-28	2013-08-28
	QUALCOMM INC -200 SHS	P	2005-02-14	2013-08-28
	T. ROWE PRICE GROUP INC -27 SHS	P	2010-08-04	2013-08-28
	T. ROWE PRICE GROUP INC -53 SHS	P	2010-08-04	2013-08-28
	T. ROWE PRICE GROUP INC -34 SHS	P	2010-08-09	2013-08-28
	ECOLAB INC COM -81 SHS	P	2012-03-19	2013-08-29
	ECOLAB INC COM -28 SHS	P	2012-03-16	2013-08-29
	ILLUMINA INC COM -110 SHS	P	2011-07-28	2013-08-29
	ILLUMINA INC COM -91 SHS	P	2011-08-31	2013-08-29
	T. ROWE PRICE GROUP INC -22 SHS	P	2010-08-04	2013-08-29
	ECOLAB INC COM -42 SHS	P	2012-03-16	2013-08-30
	ECOLAB INC COM -45 SHS	P	2012-03-16	2013-09-03
	ECOLAB INC COM -47 SHS	P	2012-03-16	2013-09-04
	MEAD JOHNSON NUTRITION CO -102 SHS	P	2011-12-22	2013-09-11
	MEAD JOHNSON NUTRITION CO -146 SHS	P	2011-12-22	2013-09-12
	MEAD JOHNSON NUTRITION CO -137 SHS	P	2011-12-22	2013-09-13
	MEAD JOHNSON NUTRITION CO -56 SHS	P	2011-12-22	2013-09-16
	YUM BRANDS INC -12 SHS	P	2010-09-16	2013-10-11
	YUM BRANDS INC -7 SHS	P	2010-08-23	2013-10-11
	YUM BRANDS INC -204 SHS	P	2010-08-23	2013-10-14
	YUM BRANDS INC -37 SHS	P	2010-08-26	2013-10-14
	YUM BRANDS INC -99 SHS	P	2010-08-26	2013-10-15
	YUM BRANDS INC -154 SHS	P	2010-08-27	2013-10-15
	YUM BRANDS INC -87 SHS	P	2010-08-25	2013-10-15
	YUM BRANDS INC -94 SHS	P	2010-08-18	2013-10-15
	YUM BRANDS INC -115 SHS	P	2010-08-18	2013-10-16
	YUM BRANDS INC -141 SHS	P	2010-08-30	2013-10-16
	YUM BRANDS INC -105 SHS	P	2010-08-20	2013-10-16
	YUM BRANDS INC -56 SHS	P	2010-08-20	2013-10-17
	YUM BRANDS INC -153 SHS	P	2010-08-17	2013-10-17
	YUM BRANDS INC -212 SHS	P	2010-08-19	2013-10-17
	YUM BRANDS INC -13 SHS	P	2010-08-19	2013-10-18
	YUM BRANDS INC -90 SHS	P	2010-08-12	2013-10-18
	YUM BRANDS INC -113 SHS	P	2010-08-13	2013-10-18
	YUM BRANDS INC -58 SHS	P	2010-08-16	2013-10-18
	YUM BRANDS INC -50 SHS	P	2010-08-16	2013-10-21
	QUALCOMM INC -144 SHS	P	2005-02-14	2013-10-30
	QUALCOMM INC -60 SHS	P	2005-02-14	2013-10-31
	OUALCOMM INC -38 SHS	P	2006-09-18	2013-10-31
	QUALCOMM INC -92 SHS	P	2006-09-18	2013-11-01
	CELGENE CORP -72 SHS	P	2008-01-29	2013-11-20

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	202		202
b	6,511	7,907	-1,396
c	16,149	19,097	-2,948
d	4,883	5,028	-145
e	10,800	10,661	139
	1,707	1,532	175
	14,805	13,276	1,529
	2,305	2,042	263
	6,584	6,885	-301
	4,505	4,664	-159
	21,574	17,262	4,312
	29,590	23,991	5,599
	29,031	23,406	5,625
	10,028	13,150	-3,122
	18,431	23,560	-5,129
	12,680	15,889	-3,209
	8,141	8,099	42
	4,448	4,464	-16
	10,930	10,807	123
	10,644	10,619	25
	1,512	1,492	20
	10,510	10,261	249
	6,872	4,974	1,898
	9,339	6,729	2,610
	10,485	7,607	2,878
	14,949	10,825	4,124
	4,032	2,926	1,106
	1,295	1,150	145
	18,983	16,643	2,340
	1,466	1,275	191
	8,612	7,448	1,164
	7,228	6,240	988
	6,751	5,838	913
	9,491	9,580	-89
	2,834	2,829	5
	19,003	18,753	250
	10,870	15,160	-4,290
	972	1,358	-386
	13,938	19,374	-5,436
	7,131	9,897	-2,766
	2,590	3,599	-1,009
	2,104	2,855	-751
	12,485	17,570	-5,085
	5,774	8,096	-2,322
	4,065	5,689	-1,624
	938	1,312	-374
	3,548	3,049	499
	9,368	8,010	1,358
	3,407	2,864	543
	856	626	230
	6,929	4,966	1,963
	18,420	8,206	10,214
	5,399	2,405	2,994
	6,408	8,419	-2,011
	11,330	14,041	-2,711
	20,455	21,624	-1,169
	18,405	18,981	-576
	37,322	37,932	-610
	10,368	10,577	-209
	9,383	9,587	-204
	1,202	1,198	4
	1,878	1,870	8
	5,183	5,150	33
	1,127	1,114	13
	451	445	6
	2,028	2,001	27
	225	222	3
	7,050	6,918	132
	2,700	2,627	73
	3,446	2,558	888
	8,336	6,131	2,205
	4,224	3,075	1,149
	3,261	1,853	1,408
	7,017	3,974	3,043
	12,657	9,305	3,352
	5,063	3,717	1,346
	8,523	4,814	3,709
	5,085	3,717	1,368
	13,376	9,762	3,614
	1,328	968	360
	6,421	4,666	1,755
	14,281	10,328	3,953
	3,082	2,242	840
	7,924	5,737	2,187
	1,993	1,434	559
	7,970	5,727	2,243
	2,574	2,615	-41
	4,005	4,061	-56
	6,722	6,314	408
	15,437	9,053	6,384
	7,329	6,300	1,029
	7,696	4,508	3,188
	2,229	1,929	300
	3,046	2,209	837
	1,858	1,320	538
	3,508	1,567	1,941
	13,655	5,916	7,739
	8,875	5,775	3,100
	4,531	3,063	1,468
	3,750	2,531	1,219
	9,042	3,537	5,505
	17,690	10,834	6,856
	8,881	5,775	3,106
	23,122	21,681	1,441
	15,166	14,155	1,011
	6,399	5,580	819
	15,614	6,293	9,321
	20,896	8,408	12,488
	1,906	1,757	149
	1,144	1,045	99
	1,678	1,522	156
	5,690	5,326	364
	1,850	1,729	121
	1,110	1,036	74
	7,082	6,561	521
	1,193	1,101	92
	1,413	1,307	106
	4,090	3,737	353
	1,264	1,134	130
	5,186	4,668	518
	3,642	2,913	729
	7,507	6,735	772
	3,001	2,378	623
	4,109	1,520	2,589
	3,709	2,465	1,244
	4,279	2,803	1,476
	5,252	3,983	1,269
	3,440	2,243	1,197
	5,875	4,399	1,476
	5,793	3,738	2,055
	5,246	3,923	1,323
	1,721	1,121	600
	14,344	6,362	7,982
	12,809	8,350	4,459
	835	542	293
	7,921	5,885	2,036
	5,565	3,144	2,421
	536	297	239
	866	633	233
	5,773	4,000	1,773
	14,035	6,362	7,673
	546	416	130
	3,177	1,780	1,397
	2,093	1,386	707
	1,007	773	234
	13,315	7,417	5,898
	1,907	1,349	558
	3,744	2,648	1,096
	2,402	1,700	702
	7,428	4,881	2,547
	2,568	1,683	885
	8,590	6,539	2,051
	7,106	4,750	2,356
	1,553	1,099	454
	3,850	2,525	1,325
	4,166	2,705	1,461
	4,382	2,826	1,556
	7,637	6,851	786
	10,915	9,806	1,109
	10,314	9,202	1,112
	4,267	3,761	506
	800	550	250
	467	298	169
	13,654	8,670	4,984
	2,477	1,571	906
	6,544	4,203	2,341
	10,179	6,524	3,655
	5,751	3,684	2,067
	6,213	3,971	2,242
	7,626	4,858	2,768
	9,351	5,948	3,403
	6,963	4,423	2,540
	3,750	2,359	1,391
	10,246	6,430	3,816
	14,197	8,860	5,337
	871	543	328
	6,031	3,693	2,338
	7,572	4,631	2,941
	3,887	2,371	1,516
	3,328	2,044	1,284
	9,944	5,340	4,604
	4,149	2,225	1,924
	2,628	1,404	1,224
	6,393	3,400	2,993
	11,217	3,908	7,309

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			202
b			-1,396
c			-2,948
d			-145
e			139
			175
			1,529
			263
			-301
			-159
			4,312
			5,599
			5,625
			-3,122
			-5,129
			-3,209
			42
			-16
			123
			25
			20
			249
			1,898
			2,610
			2,878
			4,124
			1,106
			145
			2,340
			191
			1,164
			988
			913
			-89
			5
			250
			-4,290
			-386
			-5,436
			-2,766
			-1,009
			-751
			-5,085
			-2,322
			-1,624
			-374
			499
			1,358
			543
			230
			1,963
			10,214
			2,994
			-2,011
			-2,711
			-1,169
			-576
			-610
			-209
			-204
			4
			8
			33
			13
			6
			27
			3
			132
			73
			888
			2,205
			1,149
			1,408
			3,043
			3,352
			1,346
			3,709
			1,368
			3,614
			360
			1,755
			3,953
			840
			2,187
			559
			2,243
			-41
			-56
			408
			6,384
			1,029
			3,188
			300
			837
			538
			1,941
			7,739
			3,100
			1,468
			1,219
			5,505
			6,856
			3,106
			1,441
			1,011
			819
			9,321
			12,488
			149
			99
			156
			364
			121
			74
			521
			92
			106
			353
			130
			518
			729
			772
			623
			2,589
			1,244
			1,476
			1,269
			1,197
			1,476
			2,055
			1,323
			600
			7,982
			4,459
			293
			2,036
			2,421
			239
			233
			1,773
			7,673
			130
			1,397
			707
			234
			5,898
			558
			1,096
			702
			2,547
			885
			2,051
			2,356
			454
			1,325
			1,461
			1,556
			786
			1,109
			1,112
			506
			250
			169
			4,984
			906
			2,341
			3,655
			2,067
			2,242
			2,768
			3,403
			2,540
			1,391
			3,816
			5,337
			328
			2,338
			2,941
			1,516
			1,284
			4,604
			1,924
			1,224
			2,993
			7,309

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	243,893
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2012	165,000	3,116,165	0.052950
2011	144,000	2,940,992	0.048963
2010	133,500	2,864,510	0.046605
2009	127,000	2,489,471	0.051015
2008	166,000	2,426,056	0.068424

2	Total of line 1, column (d) ......................	2	0.267957
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	0.053591
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	3,824,606
5	Multiply line 4 by line 3.......................	5	204,964
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	2,443
7	Add lines 5 and 6.........................	7	207,407
8	Enter qualifying distributions from Part XII, line 4..............	8	190,500
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 (2013)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	4,885
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	4,885
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	4,885
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	3,200
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,200
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,685
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

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

Yes

Website address bullet

N/A

The books are in care of bullet

SACKS PRESS LACHER PC Telephone no. bullet

(212) 682-6640

Located at bullet

600 THIRD AVENUENEW YORKNY ZIP+4 bullet

10016

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

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

16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo

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 (2013)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2013?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2013?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2013 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 2013.)....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

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

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

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

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

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

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

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

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

If "Yes" to 6b, file Form 8870.

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

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

Form 990-PF (2013)

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
LINDA HACKETT	PRESIDENT 2.00	0	0	0
C/O SACKS PRESS LACHER 600 THIRD AVENUE NEW YORK,NY10016	PRESIDENT 2.00	0	0	0
MONTAGUE H HACKETT JR	SECRETARY 2.00	0	0	0
C/O SACKS PRESS LACHER 600 THIRD AVENUE NEW YORK,NY10016	SECRETARY 2.00	0	0	0
MELINDA HACKETT	VICE-PRES. 2.00	0	0	0
C/O SACKS PRESS LACHER 600 THIRD AVENUE NEW YORK,NY10016	VICE-PRES. 2.00	0	0	0

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









Total number of other employees paid over $50,000...................				0

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 (2013)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

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

purposes:

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

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

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

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

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

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

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

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

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

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

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

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

Part XI

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

and do not complete this part.)

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

191,230

Tax on investment income for 2013 from Part VI, line 5......

4,885

Income tax for 2013. (This does not include the tax from Part VI.)...

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

4,885

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

186,345

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

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

186,345

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

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

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

186,345

Part XII

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

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

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 (2013)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7					186,345
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......	44,697
b From 2009.......	3,691
c From 2010.......
d From 2011.......	1,513
e From 2012.......	12,006
fTotal of lines 3a through e.........		61,907
4Qualifying distributions for 2013 from Part
XII, line 4: $ 190,500
a Applied to 2012, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2013 distributable amount.....					186,345
e Remaining amount distributed out of corpus		4,155
5 Excess distributions carryover applied to 2013.		0			0
(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		66,062
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
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......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...		44,697
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......		21,365
10 Analysis of line 9:
a Excess from 2009....	3,691
b Excess from 2010....
c Excess from 2011....	1,513
d Excess from 2012....	12,006
e Excess from 2013....	4,155

Form 990-PF (2013)

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 2013, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

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).)

LINDA HACKETT

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

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

Check here bullet

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

aThe name, address, and telephone number of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2013)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
564 PRESERVATION FOUNDATION 564 PARK AVENUE NEW YORK,NY10065	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
ANIMAL MEDICAL CENTER 510 EAST 62ND STREET NEW YORK,NY10065	NONE	PUBLIC CHARITY	GENERAL PURPOSES	15,000
ANIMAL RESCUE FUND 1963 HOLLY BUSH ROAD PELAHATCHIE,MS39145	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
ASPCA 424 EAST 92ND STREET NEW YORK,NY10128	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
ASSOCIATION OF COMMUNITY EMPLOYMENT 598 BROADWAY NEW YORK,NY10012	NONE	PUBLIC CHARITY	GENERAL PURPOSE	2,000
BIDE A WEE ASSOCIATION 410 EAST 38TH STREET NEW YORK,NY10016	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK,NY10022	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
CHILDRENS AID SOCIETY 105 EAST 22ND STREET NEW YORK,NY10010	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
CITY & COUNTRY SCHOOL 146 WEST 13TH STREET NEW YORK,NY10011	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
CITY HARVEST 575 8TH AVENUE 4TH FL NEW YORK,NY10018	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
CITY MEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK,NY10017	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
FOOD BANK FOR NEW YORK CITY 39 BROADWAY NEW YORK,NY10006	NONE	PUBLIC CHARITY	GENERAL PURPOSES	10,000
FOXCROFT SCHOOL 22407 FOXHOUND LANE MIDDLEBERG,VA20117	NONE	PUBLIC CHARITY	GENERAL PURPOSE	1,000
FRESH AIR FUND 633 THIRD AVENUE 14TH FL NEW YORK,NY10017	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
GAY MENS HEALTH CRISIS 119 WEST 24TH STREET NEW YORK,NY10011	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
GOD'S LOVE WE DELIVER 166 6TH AVENUE NEW YORK,NY10013	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
GROUP FOR SOUTH FORK PO BOX 569 BRIDGEHAMPTON,NY11932	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
HALCYON FOUNDATION 100 PARK AVENUE 20TH FLOOR NEW YORK,NY10017	NONE	PUBLIC CHARITY	GENERAL PURPOSE	25,000
HORTICULTURAL SOCIETY- NEW YORK 148 WEST 37TH STREET 13TH FL NEW YORK,NY10018	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
HUMAN RESOURCES OF THE HAMPTONS 100 HILL STREET SOUTHAMPTON,NY11968	NONE	PUBLIC CHARITY	GENERAL PURPOSE	7,000
INT'L CENTER FOR PHOTOGRAPHY 1114 6TH AVENUE AT 43RD STREET NEW YORK,NY10036	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
INT'L PRIMATE PROTECTION LEAGUE PO BOX 766 SUMMERVILLE,SC29484	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
INTERFAITH CENTER OF NEW YORK 475 RIVERSIDE DRIVE NEW YORK,NY10115	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
JOHN PB EDDY SCHOLARSHIP FUND 12 BRADLEE STREET DORCHESTER,MA02124	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
LCRF 845 3RD AVENUE 6TH FL NEW YORK,NY10022	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
LREI 272 SIXTH AVENUE NEW YORK,NY10014	NONE	PUBLIC CHARITY	GENERAL PURPOSE	1,000
MEMORIAL SLOAN KETTERING CANCER 301 EAST 61ST STREET 2 NEW YORK,NY10065	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON,VA22203	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
NEW YORK BOTANICAL GARDEN BRONX RIVER PRWY AT FORDHAM ROAD BRONX,NY10458	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
NEW YORK RESTORATION PROJECT 254 WEST 31ST STREET 10 NEW YORK,NY10001	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
NEW YORK TIME NEEDIEST 4 CHASE METROTECH CENTER 7TH FL BROOKLYN,NY11245	NONE	PUBLIC CHARITY	GENERAL PURPOSES	10,000
PARRISH ART MUSEUM 25 JOBS LANE SOUTHAMPTON,NY11968	NONE	PUBLIC CHARITY	GENERAL PURPOSES	15,000
PET PARTNERS 10 MOUNTAIN LEDGE WILTON,CT12831	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
PINE MANOR COLLEGE 400 HEATH STREET CHESTNUT HILL,MA02467	NONE	PUBLIC CHARITY	GENERAL PURPOSES	5,000
PLANNED PARENTHOOD OF NYC 26 BLEECKER STREET NEW YORK,NY10012	NONE	PUBLIC CHARITY	GENERAL PURPOSES	5,000
PLANNED PARENTHOOD SUFFOLK 434 WEST 33RD STREET NEW YORK,NY10001	NONE	PUBLIC CHARITY	GENERAL PURPOSES	5,000
RSVP 1201 NEW YORK AVENUE NW WASHINGTON,DC20525	NONE	PUBLIC CHARITY	GENERAL PURPOSES	5,000
SALVATION ARMY 120 WEST 14TH STREET NEW YORK,NY10011	NONE	PUBLIC CHARITY	GENERAL PURPOSES	5,000
SOUTHAMPTON ANIMAL SHELTER 102 OLD RIVERHEAD ROAD WEST SOUTHAMPTON,NY11946	NONE	PUBLIC CHARITY	GENERAL PURPOSES	5,000
SOUTHAMPTON HOSPITAL 240 MEETING HOUSE LANE SOUTHAMPTON,NY11968	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
SOUTHHAMPTON FRESH AIR FUND 38 MAIN STREET SOUTHAMPTON,NY11968	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
ST ANDREWS DUNE CHURCH PO BOX 1245 SOUTHAMPTON,NY11969	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
TWO MAUDS 100 PARK AVENUE 20TH FLOOR NEW YORK,NY10017	NONE	PUBLIC CHARITY	GENERAL PURPOSES	15,000
VERMONT STUDIO SCHOOL PO BOX 613 JOHNSON,VT05656	NONE	PUBLIC CHARITY	GENERAL PURPOSES	15,000
WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX,NY10460	NONE	PUBLIC CHARITY	GENERAL PURPOSES	2,000
AMERICAN SOCIETY OF BOTANICAL ARTISTS 225 SOUTHERN BLVD BRONX,NY10458	NONE	PUBLIC CHARITY	GENERAL PURPOSES	500
FRIENDS OF THE HIGHLAND 820 WASHINGTON STREET NEW YORK,NY10014	NONE	PUBLIC CHARITY	GENERAL PURPOSES	1,000
Total ................................. 3a				190,500

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2013)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............
4 Dividends and interest from securities....			14	29,198
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	243,893
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)..		0		273,091	0

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

13273,091

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2013)

Page 12

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2013 AccountingFeesSchedule

Name:

CAL FOUNDATION INC

EIN: 13-6083347

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	3,000	3,000		0
CUSTODY FEE	2,394	2,394		0

- TIN:

TY 2013 InvestmentsCorpStockSchedule

Name:

CAL FOUNDATION INC

EIN: 13-6083347

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE EQUITITES	2,402,478	4,391,507

- TIN:

TY 2013 OtherExpensesSchedule

Name:

CAL FOUNDATION INC

EIN: 13-6083347

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MISCELLANEOUS	580	580		0

- TIN:

TY 2013 OtherProfessionalFeesSchedule

Name:

CAL FOUNDATION INC

EIN: 13-6083347

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEE	22,858	22,858		0

- TIN:

TY 2013 TaxesSchedule

Name:

CAL FOUNDATION INC

EIN: 13-6083347

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE	1,214	0		0