Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo 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.
bulletInformation 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 09-01-2013 , and ending 08-31-2014
Name of foundation
POSEL FOUNDATION
 
% POSEL FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)212 WALNUT STREETSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19106
A Employer identification number

23-2581520
B Telephone number (see instructions)

(215) 627-0900
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E 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$2,156,384J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 74,177
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 46,148 46,148  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,372
b Gross sales price for all assets on line 6a 458,099
7 Capital gain net income (from Part IV, line 2)... 151,372
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........ 271,697 197,520  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,228 7,228 0 0
b Accounting fees (attach schedule)....... Click to see attachment 2,300 2,300 0 0
c Other professional fees (attach schedule).... Click to see attachment 1,319 1,319    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,615 1,615    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,190 5,190    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,652 17,652 0 0
25 Contributions, gifts, grants paid........ 483,100 483,100
26 Total expenses and disbursements. Add lines 24 and 25 500,752 17,652 0 483,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -229,055
b Net investment income (if negative, enter -0-) 179,868
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
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 40,810 27,812 27,812
2 Savings and temporary cash investments..........      
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 71,862 Click to see attachment22,008 22,044
b Investments—corporate stock (attach schedule)........ 109,864 Click to see attachment109,864 171,400
c Investments—corporate bonds (attach schedule)........ 27,570 Click to see attachment27,570 37,091
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,483,212 Click to see attachment1,317,009 1,898,037
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,733,318 1,504,263 2,156,384
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,733,318 1,504,263
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,733,318 1,504,263
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,733,318
2 Enter amount from Part I, line 27a..................... 2 -229,055
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,504,263
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,504,263
Form 990-PF (2013)
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 VANGUARD INDEX MID CAP STOCK FD#859 (1,245.027 SHRS) P 2006-10-09 2014-06-24
b VANGUARD INDEX MID CAP STOCK FD#859 (1.856 SHRS) P 2013-03-21 2014-06-24
c VANGUARD TOTAL INTERNATIONAL FUND #113 (884.956 SHRS) P 2006-10-09 2014-08-05
d VANGUARD LARGE CAP INDEX FD #307 (384.803 SHRS) P 2006-10-20 2014-08-05
e VANGUARD LARGE CAP INDEX FD #307 (29.186 SHRS) P 2007-06-25 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (38.462 SHRS) P 2007-12-19 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (34.546 SHRS) P 2012-03-27 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (40.654 SHRS) P 2012-06-26 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (39.591 SHRS) P 2012-09-26 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (58.361 SHRS) P 2012-12-27 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (36.766 SHRS) P 2013-03-25 2014-08-05
VANGUARD LARGE CAP INDEX FD #307 (38.893 SHRS) P 2013-06-25 2014-08-05
FED HOME LN MTG 4.875% DUE 11/15/13 (50,000 UNITS) P 2007-05-09 2013-11-15
AMPEHNOL CORP, NEW CLASS A (150 SHRS) P 2006-11-06 2014-04-15
WALT DISNEY CORP (200 SHRS) P 2007-06-12 2014-04-15
EXXON MOBILE CORP (200 SHRS) P 2007-07-17 2014-04-15
GILEAD SCIENCES INC. (200 SHRS) P 2008-04-29 2014-04-15
INTUITIVE SURGICAL INC. (50 SHRS P 2008-04-29 2014-04-15
MASTERCARD INC. CLASS A (200 SHRS) P 2008-11-05 2014-04-15
PHILIP MORRIS INTERNATIONAL (200 SHRS) P 2007-04-09 2014-04-15
PRAXAIR INC. COMMON (150 SHRS) P 2010-03-04 2014-04-15
VANGUARD INDEX TRUST SMALL CAP STOCK FD #48 492.5140 SHS P 2006-10-09 2013-10-18
VANGUARD INDEX TRUST 500 PORTFOLIO FD#40 147.9900 SHS P 2006-10-20 2013-12-24
VANGUARD INDEX TRUST 500 PORTFOLIO FD#40 144.1050 SHS P 2006-10-09 2014-02-20
VANGUARD INDEX TRUST 500 PORTFOLIO FD#40 2.9110 SHS P 2006-10-20 2014-02-20
VANGUARD INDEX SMALL CAP STOCK FUN #48 469.2190 SHS P 2006-10-09 2014-02-20
VANGUARD INDEX MID CAP STOCK FD#859 965.4750 SHS P 2006-10-09 2014-02-20
VANGUARD INDEX MID CAP STOCK FD#859 1.2470 SHS P 2012-03-26 2014-02-20
VANGUARD INDEX MID CAP STOCK FD #859 174.4580 SHS P 2012-12-27 2014-02-20
VANGUARD INDEX TRUST 500 PORTFOLIO FD #40 166.8150 SHS P 2006-10-09 2014-06-24
VANGUARD INDEX TRUST SMALL CAP STOCK FUND #48 543.4780 SHS P 2006-10-09 2014-06-24
CAPITAL GAIN DIVIDENDS P    
(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 39,940   23,531 16,409
b 60   46 14
c 15,000   14,460 540
d 13,718   9,439 4,279
e 1,040   789 251
1,371   1,010 361
1,232   892 340
1,449   999 450
1,411   1,065 346
2,081   1,539 542
1,311   1,050 261
1,387   1,143 244
50,000   49,854 146
13,499   4,982 8,517
15,240   6,716 8,524
19,359   18,105 1,254
13,162   5,213 7,949
20,483   14,623 5,860
14,079   3,216 10,863
16,744   9,778 6,966
19,087   11,544 7,543
25,000   15,312 9,688
25,000   18,670 6,330
24,505   17,937 6,568
495   367 128
25,000   14,588 10,412
29,611   18,247 11,364
38   28 10
5,351   3,924 1,427
30,000   20,763 9,237
30,000   16,897 13,103
      1,446
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       16,409
b       14
c       540
d       4,279
e       251
      361
      340
      450
      346
      542
      261
      244
      146
      8,517
      8,524
      1,254
      7,949
      5,860
      10,863
      6,966
      7,543
      9,688
      6,330
      6,568
      128
      10,412
      11,364
      10
      1,427
      9,237
      13,103
       
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 2 151,372
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 371,039 2,186,691 0.169681
2011 409,385 2,289,288 0.178826
2010 362,478 2,616,449 0.138538
2009 433,298 2,661,509 0.162802
2008 395,321 2,610,489 0.151436
2 Total of line 1, column (d) ...................... 2 0.801283
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 0.160257
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,192,387
5 Multiply line 4 by line 3....................... 5 351,345
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,799
7 Add lines 5 and 6......................... 7 353,144
8 Enter qualifying distributions from Part XII, line 4.............. 8 483,100
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)
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 Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,799
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,799
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,799
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,200
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 1,200
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 599
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPOSEL FOUNDATION Telephone no.bullet (215) 627-0900
    Located atbullet212 WALNUT STREETPHILADELPHIAPA ZIP+4bullet19106
    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 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)
    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
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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.)....................
    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 2013?
    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 (2013)
    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
    DOROTHEA POSEL PRESIDENT
    0     		0    
    212 WALNUT STREET
    PHILADELPHIA,PA19030
    DANIEL POSEL VICE PRESIDENT
    0     		0    
    3476 Ben Lomond Place
    Los Angeles,CA90027
    ANNE POSEL SECRETARY
    0     		0    
    212 WALNUT STREET
    PHILADELPHIA,PA19106
    BENJAMIN POSEL TREASURER
    0     		0    
    212 WALNUT STREET
    PHILADELPHIA,PA19106
    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
     
    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
     
    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 N/A 0
    2  
    3  
    4  
    Form 990-PF (2013)
    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.)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    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
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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)
    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 0
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 266,405
    b From 2009....... 301,227
    c From 2010....... 363,400
    d From 2011....... 410,100
    e From 2012....... 372,100
    fTotal of lines 3a through e......... 1,713,232
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 483,100
    a Applied to 2012, but not more than line 2a 0
    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 2013 distributable amount.....  
    e Remaining amount distributed out of corpus 483,100
    5 Excess distributions carryover applied to 2013.    
    (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 2,196,332
    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......     		 
    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) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		266,405
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,929,927
    10 Analysis of line 9:
    a Excess from 2009.... 301,227
    b Excess from 2010.... 363,400
    c Excess from 2011.... 410,100
    d Excess from 2012.... 372,100
    e Excess from 2013.... 483,100
    Form 990-PF (2013)
    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 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) 2013 (b) 2012 (c) 2011 (d) 2010
    0 0 1,192 1,643 2,835
    b 85% of line 2a ......... 0 0 1,013 1,397 2,410
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		483,100 372,100 410,100 363,400 1,628,700
    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 ....     		483,100 372,100 410,100 363,400 1,628,700
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 2,156,384 2,145,119 2,254,607 2,445,219 9,001,329
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    SIDNEY L POSEL
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    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)
    aPaid during the year
    DOCTORS WITHOUT BORDERS USA
    PO BOX 5022
    Suite 1002
    Hagerstown,MD21741     		N/A   International medical humanitarian organization. 4,000
    COALITION FOR THE HOMELESS
    129 Fulton Street
    New York,NY10038     		N/A   Aids New York City's homeless population 4,000
    NYPIRG
    9 Murray Street
    Suite 601
    New York,NY100072223     		N/A   Student-directed organization focused on environmental protection. 1,000
    WATERFRONT MUSEUM
    290 Conover Street
    Suite 150
    Brooklyn,NY11231     		N/A   Provides programs, in education and culture, aboard a historic vessel 500
    OBERLIN COLLEGE
    173 West Lorain Street
    3RD FLOOR
    Oberlin,OH44074     		N/A   Higher education institution 500
    INTERNATIONAL RESCUE COMMITTEE
    1730 M Street NW
    Suite B
    Washington,DC20036     		N/A   Provides relief, respect and renewal to refugees and victims of armed conflict around the world 5,500
    THE NATURE CONSERVANCY
    507 Seventh Avenue
    21st Floor
    New York,NY10018     		N/A   Helps preserve threatened natural lands 1,500
    STUDENT CONSERVATION ASSOCIATION
    PO Box 550
    Charlestown,NH03603     		N/A   Contributions enable student volunteers to help preserve national parks and forests 1,500
    THE LEGAL AID SOCIETY
    15 Park Row
    Suite 601
    New York,NY10273     		N/A   Provides Legal Services to the needy 1,500
    STANLEY ISAACS NEIGHBORHOOD CENTER
    415 E 93rd Street
    Suite 150
    New York,NY101286904     		N/A   Provides services to the elderly, families, youth, etc. 1,500
    THE NEW YORK PUBLIC LIBRARY
    576 Fifth Avenue
    PO BOX 351150
    New York,NY10138     		N/A   Purchase books and maintain public library 1,000
    THE SALVATION ARMY OF GREATER NY
    120 W 14th Street
    SUITE B 10th Floor
    New York,NY10011     		N/A   To restore the needy to a status of well-being 2,600
    METROPOLITAN COUNCIL ON JEWISH POVERTY
    80 Maiden Lane
    PO Box 96750
    New York,NY10038     		N/A   To fight poverty through comprehensive social services 1,500
    WORLD WILDLIFE FUND
    1250 24th Street NW
    Suite 601
    Washington,DC200777788     		N/A   Helps save endangered species 1,500
    GODDARD RIVERSIDE COMMUNITY CENTER
    593 Columbus avenue
    PO Box 96969
    New York,NY10024     		N/A   Aged-oriented charity 1,500
    THE FORTUNE SOCIETY
    39 W 19th Street
    PO BOX 96555
    New York,NY10114     		N/A   Provides help for ex-offenders 1,500
    MADD
    PO Box 10165
    Des Moines,IA503400165     		N/A   Dedicated to prevention of drunk driving 700
    THE HUMANE FARMING ASSOCIATION
    PO Box 3577
    San Rafael,CA949128902     		N/A   Protects farm animals 700
    FOOD BANK FOR NEW YORK CITY
    39 Broadway
    SUITE 700
    New York,NY10006     		N/A   Helps feed the hungry in NYC for young people 1,500
    THE WILDERNESS SOCIETY
    900 17th Street NW
    SUITE 110
    Washington,DC20006     		N/A   Preserves and protects endangered wilderness lands 1,500
    SEARCH AND CARE
    316 E 88th Street
    10TH FLOOR
    New York,NY10128     		N/A   Provides services to the homebound elderly 3,000
    ENVIRONMENTAL DEFENSE
    1875 Connecticut Avenue NW
    PO Box 96750
    Washington,DC20077     		N/A   Dedicated to protecting the environmental rights 1,500
    THE EDUCATIONAL ALLIANCE
    197 East Broadway
    10th Floor
    New York,NY10002     		N/A   Offers educational and cultural programs to needy 2,600
    THE DOOR
    121 Avenue of the Americas
    New York,NY10013     		N/A   Youth development program 1,500
    THE DOME PROJECT INC
    486 Amsterdam avenue
    SUITE 1002
    New York,NY10028     		N/A   Brings at-risk children back to education 1,500
    THIRD STREET MUSIC SCHOOL SETTLEMENT
    235 E 11th Street
    PO Box 5632
    New York,NY10016     		N/A   Provides quality music, dance and art instruction to immerse students in work they are passionate about in order to develop the skills, habits, and knowledge to succeed in higher education, overcome obstacles to their well-being, and contribute positively to their communities. 1,500
    COVENANT HOUSE
    Times Square Station
    Suite 550
    New York,NY10108     		N/A   Provides shelter to homeless and runaway youths 1,500
    COMMUNITY SERVICE SOCIETY
    105 East 22nd Street
    Suite 1401
    New York,NY101600018     		N/A   Helps needy New Yorkers industry and distributes to community food programs to feed the hungry in NY City 2,600
    CITY MEALS-ON-WHEELS
    PO Box 4007
    Suite 340
    New York,NY10277     		N/A   Helps feed the hungry in NYC 1,500
    THE CHILDREN'S AID SOCIETY
    105 E 22nd Street
    Suite 1002
    New York,NY10010     		N/A   Provides help to needy children 1,500
    CENTRAL PARK CONSERVANCY
    PO Box 5204 GPO
    Suite 1645
    New York,NY10022     		N/A   Helps preserve New York's Central Park 1,500
    THE BOYS' CLUB OF NEW YORK
    287 E 10th Street
    2nd Floor
    New York,NY10009     		N/A   Provides guidance for boys 1,500
    JEWISH THEOLOGICAL SEMINARY
    3080 Broadway
    New York,NY100274649     		N/A   Educational 1,500
    ISRAEL CANCER RESEARCH FUND
    1290 Avenue of the Americas
    3RD FLOOR
    New York,NY10104     		N/A   Enables Israel's research scientists to find the cure for cancer 1,300
    WORLD JEWISH CONGRESS
    PO Box 90400
    Suite 300
    Washington,DC10104     		N/A   Supports public charities 1,300
    UJA - FEDERATION OF NEW YORK
    PO BOX 4056
    Suite 221
    New York,NY200900400     		N/A   Aids Jewish people in need in New York, Israel and and victims of armed conflict around the world 1,700
    OHEL CHILDREN'S HOME & FAMILY SERVICES
    4510 Sixteenth Avenue
    Suite 501
    Brooklyn,NY10022     		N/A   Provides help for families in crisis in the Jewish community 1,500
    NATIONAL JEWISH OUTREACH PROGRAM
    989 SIXTH AVENUE
    Suite 490
    New York,NY11204     		N/A   Supports Jewish religious education 500
    JEWISH NATIONAL FUND
    PO BOX 9105
    18th Floor
    UNIONDALE,NY101641767     		N/A   Contributes to the needy 700
    THE JERUSALEM FOUNDATION INC
    PO BOX 170305
    Suite 1401
    MILWAUKEE,WI100215093     		N/A   Aims to strengthen, promote and enhance a free, open, pluralistic and modern society 700
    DOROT INC
    171 West 85th Street
    New York,NY10170     		N/A   Provides care for the aged 1,500
    CAMERA
    PO BOX 35040
    SUITE 601
    Boston,MA100244498     		N/A   Helps counter bias against Israel in the mass media, campus publications and in reference works and textbooks 2,600
    AMERICAN JEWISH CONGRESS
    825 THIRD AVENUE
    SUITE 300
    New York,NY022589937     		N/A   Supports charitable work of Jewish organizations 700
    THE DOE FUND
    232 East 84th Street
    SUITE 600
    New York,NY100280458     		N/A   Helps formerly homeless and disadvantaged achieve lives of independence and self-sufficiency 1,500
    FRIENDS OF SPINAL MUSCULAR ATROPHY
    PO Box 196
    SUITE 1100
    Libertyville,IL98225     		N/A   Raise awareness and funds for cure for Spinal Muscular Atrophy 500
    NATURAL RESOURCES DEFENSE COUNCIL
    40 West 20th Street
    PO Box 96555
    New York,NY60048     		N/A   Works for preservation of healthy worldwide environment 500
    ABINGTON ART CENTER
    515 Meeting House Road
    Jenkintown,PA19144     		N/A   Non-profit organization offering opportunity to appreciate and create art 700
    ACHIEVABILITY
    PO BOX 18927
    Philadelpiha,PA17102     		N/A   Helps single parent, low income, formerly homeless families reach and sustain permanent self-aufficiency 500
    BRIAR BUSH NATURE CENTER
    1212 Edge Hill Raod
    Suite 700
    Abington,PA19119     		N/A   Provides programs for publc to earn about and appreciate nature 1,000
    NATIONAL ORGANIZATION FOR HEARING RESEARCH
    225 Haverford avenue
    PO Box 18927
    Narberth,PA19046     		N/A   Provides seed money for research into prevention of hearing loss and deafness 200
    WHYYCHANNEL 12
    150 N 6th Street
    10th Floor
    Philadelpiha,PA19139     		N/A   Public radio and television station of all people, including future generations, against nuclear weapons 100
    CURTIS INSTITUTE
    1726 Locust Street
    21 South 61st Street
    Philadelphia,PA19001     		N/A   Higher education institution for music 300
    LAUREL HOUSE
    PO Box 765
    Norristown,PA19072     		N/A   Shelter for families in crisis 300
    MC CABE LIBRARY
    C/O Swarthmore College
    Suite 1
    Swarthmore,PA19106     		N/A   Education institution 100
    PHILADELPHIA YOUNG PLAYWRIGHTS
    7 Benjamin Franklin Parkway
    Philadelphia,PA19130     		N/A   Providing playwriting experiences to Philadelphia and local school districts 2,700
    PHILADELPHIA MUSEUM OF ART
    Ben Franklin Parkway
    Philadelpiha,PA19404     		N/A   Art museum 5,000
    SOUTHERN POVERTY LAW CENTER
    400 Washingotn Avenue
    PO BOX 7646
    Montgomery,AL02138     		N/A   Combats racism and intolerance 1,000
    CITY OF HOPE
    1420 Walnut Street
    Philadelphia,PA19103     		N/A   National medical center 1,000
    THE CHILDREN'S COUNTRY WEEK
    1300 Valley Creek Road
    Downingtown,PA10011     		N/A   Non-profit camp for underprivileged children 4,000
    SENIOR ARTISTS INITIATIVE
    7029 Clearview Street
    Philadelphia,PA191017646     		N/A   Provides educational information to help senior artists organize and inventory their work 4,000
    THE GESU SCHOOL
    1700 West Thompson street
    Ground Floor
    Philadelphia,PA19103     		N/A   An inter-faith partnership support quality education in North Philadelphia 5,000
    SWARTHMORE COLLEGE
    500 College Avenue
    Suite 1401
    Swarthmore,PA19335     		N/A   Higher education institution 20,000
    FOUNDATION FIGHTING BLINDNESS
    PO Box 17279
    Baltimore,MD19119     		N/A   Drive research to provide preventions, treatments, and cures for entire spectrum of retinal degenerative disease 10,000
    AMERICAN CIVIL LIBERTIES
    4500 Biscayne Boulevard
    Miami,FL191215023     		N/A   Civil liberties Organization 25,000
    MEALS ON WHEELS
    421 N Lime Avenue
    Suite 340
    Sarasota,FL10001     		N/A   Provides meals to the homebound elderly 2,000
    DOCTORS WITHOUT BORDERS
    333 7th Avenue
    Suite 701
    New York,NY19103     		N/A   International medical humanitarian organization 2,000
    JUBILEE SCHOOL
    4211 Chester Avenue
    Suite 1645
    Philadelphia,PA19081     		N/A   Educational 3,500
    READER TO READER
    Cardigan Center 38 Woodside Avenue
    Amherst,MA212970495     		N/A   Helps the nation's poorest libraries 20,000
    GREEN TREE SCHOOL
    146 West Walnut Lane
    Philadelphia,PA33137     		N/A   Educated children with emotional disturbances who were often excluded from public school 20,000
    Peconic Land Trust
    296 Hampton Road
    Southampton,NY19102     		N/A   Ensure the protection of Long Island lands 600
    LEGAL SERVICES FOR PRISONERS WITH CHILDREN
    1540 MARKET STREET
    San Francisco,CA94103     		N/A   Advocates for the civil rights and empowerment of the incarcerated 5,000
    Afghan Women's Mission
    22231 Mulholland Highway
    Calabasas,CA10001     		N/A   Supports the humanitarian and political work for Afghan women 5,000
    Iraqi Student Project
    5459 Rosa Avenue
    St Louis,MO19081     		N/A   Grass-roots effort to help young people who have studied in Iraq acquire the education they need to participate in rebuilding their country 5,000
    National Indian Child Welfare Association
    5100 SW Macadam Avenue
    Portland,OR98228     		N/A   Focuses on the tribal capacity to prevent child abuse and nehlect in the American Indian community 5,000
    Prospect Park Alliance
    99 Prospect Park West
    Brooklyn,NY38483     		N/A   Restores, develops, and operates public park 500
    Westridge School
    324 Madeline Drive
    Pasadena,CA101183299     		N/A   College preparatory education 2,000
    THE SAN JUAN PRESERVATION TRUST
    PA BOX 327
    Suite 104
    LOPEZ ISLAND,WA100122317     		N/A   Preserve and protect open spaces, scenic views, forests, agricultural lands, habitats, watersheds, riparian corridors, wetlands and shorelines in the San Juan Archipelago 200
    SKAGIT LAND TRUST
    PO BOX 1017 3325 PINE STREET
    34th Fl
    MOUNT VERNAN,WA91114     		N/A   Protects wildlife habitats, agricultural and forest lands, wetlands and shorelines throughout Skagit County 200
    THE WILDERNESS SOCIETY
    900 17TH STREET NW
    WASHINGTON,DC63109     		N/A   Preserves and protects endangered wilderness lands 400
    SOUTHERN UTAH WILDERNESS ALLIANCE
    425 EAST 100 SOUTH
    SALT LAKE CITY,UT981112548     		N/A   Preserves Utah's remaining desert wild lands 5,000
    PLANNED PARENTHOOD OF NEW YORK CITY
    26 BLEECKER STREET
    NEW YORK,NY19102     		N/A   Provides services and education on family planning 3,000
    CITY HARVEST
    575 8TH AVENUE
    Suite 310
    NEW YORK,NY11964     		N/A   Collects excess food from all segments of food industry and distributes to community food programs to feed the hungry in NY City 4,000
    TRANSPORTATION ALTERNATIVES
    127 W 26TH STREET
    NEW YORK,NY11969     		N/A   Advocates bicycling, walking and public transit as better environmental alternatives to automobiles on NYC's streets 1,000
    TEMPLE BETH ISRAEL
    PO BOX 421186
    LOS ANGELES,CA98370     		N/A   Faith based services 500
    ALEXANDRIA HOUSE
    426 South Alexandria Avenue
    Ground Floor
    LOS ANGELES,CA10018     		N/A   Provides safe and supportive housing for women and children 500
    FRIENDS OF GRIFFITH PARK
    PO BOX 27573
    Suite 501
    LOS ANGELES,CA94102     		N/A   Promotes the enlightened stewardship of Griffith Park so it can survive and thrive in the 21st Century 500
    NEW VILLAGE CHARTER SCHOOL
    47th North Occidental Blvd
    LOS ANGELES,CA97239     		N/A   Educational institution 15,000
    MAKE THE ROAD - NEW YORK
    301 Grove Street
    BROOKLYN,NY98266     		N/A   Strives to reduce poverty and empower communities 60,000
    BIG PICTURE SCHOOLS CALIFORNIA INC
    11230 GOLD EXPRESS DRIVE
    SUITE 310
    GOLD RIVER,CA95670     		N/A   Education reform 100,000
    CALIFORNIA STATE PARKS FOUNDATION
    PO BOX 512210
    18th Floor
    LOS ANGELES,CA11215     		N/A   Dedicated to protecting, enhancing and advocating for California's magnificent state parks 200
    KPCC PUBLIC RADIO
    474 S RAYMOND AVENUE
    PASADENA,CA90405     		N/A   Strives to strenthen the civic and cultural bonds that unite Southern California's diverse communities by providing the highest quality news and information services through radio 400
    KCRW PUBLIC RADIO
    1900 PICO BLVD
    SANTA MONICA,CA91105     		    Public radio station 200
    LEAGUE OF WOMEN VOTERS PA
    226 FORSTER STREET
    HARRISBURG,PA17102     		    Dedicated to protection of voting rights 2,000
    BEND THE ARC- A JEWISH PARTNERSHIP FOR JUSTICE
    330 SEVENTH AVENUE
    19TH FLOOR
    NEW YORK,NY11215     		    Promotes social justice 3,000
    FAMILIES AGAINST MANDATORY MINIMUMS
    1100 H STREET NW
    SUITE 1000
    WASHINGTON,DC20001     		    Fights for smart sentencing laws that protect public safety 5,000
    SOIL
    124 CHURCH ROAD
    SHERBURNE,NY13460     		    Environmentl protection 5,000
    IRAQI REFUGEE ASSISTANCE PROJECT
    123 WILLIAM STREET
    16TH FLOOR
    NEW YORK,NY10038     		    Human rights support 5,000
    IRAQ VETERANS AGAINST THE WAR
    PO BOX 3565
    NEW YORK,NY10001     		    Veteran support 5,000
    THE HOPE FUND
    752 FORGE ROAD
    LEXINGTON,VA24450     		    Secures and coordinates scholarships from US colleges for talented and driven Palestinian youth 5,000
    HUMAN RIGHTS FIRST
    333 SEVENTH AVENUE
    13TH FLOOR
    NEW YORK,NY10001     		    Human rights support 5,000
    AMERICAN COMMITTEE FOR WEIZMANN INSTITUTE OF SCIEN
    633 THIRD AVENUE
    NEW YORK,NY10017     		    Advocate for science for the benefit of humanity 10,000
    AMERICAN TECHNION SOCIETY
    55 EAST 59TH STREET
    NEW YORK,NY10022     		    Educational support 6,000
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
    ONE BATTERY PARK PLAZA
    NEW YORK,NY10004     		    Educational support 6,000
    AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN I
    28 ARRANDALE AVENUE
    GREAT NECK,NY11024     		    Environmental protection 1,500
    UNITED NEIGHBORHOOD HOUSES
    70 W 36TH STREET
    NEW YORK,NY10018     		    Works to increase female and minority enrollment in the Science, Technology, Engineering, and Math majors 1,500
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20001     		    Dedicated to encouraging the growth, development and distribution of free, multilingual, educational content 300
    FEDERATED ALLIED JEWISH APPEAL
    2100 ARCH STREET
    SUITE 550
    PHILADELPHIA,PA19103     		    Distributes fnds to need and for education 6,500
    Total .................................bullet 3a 483,100
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    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
    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 46,148  
    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 .............     		    18 151,372  
    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)..   197,520  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13197,520
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    POSEL FOUNDATION
     
    Employer identification number

    23-2581520
    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 its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    POSEL FOUNDATION
          		Employer identification number

    23-2581520
    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
     
     

    DOROTHY POSEL REVOCABLE TRUST  
    7652 SANDERLING ROAD
     
    SARASOTA, FL34242

    		$11,544


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    DOROTHY POSEL REVOCABLE TRUST  
    7652 SANDERLING ROAD
     
    SARASOTA, FL34242

    		$9,778


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    DOROTHY POSEL REVOCABLE TRUST  
    7652 SANDERLING ROAD
     
    SARASOTA, FL34242

    		$14,623


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

    DOROTHY POSEL REVOCABLE TRUST  
    7652 SANDERLING ROAD
     
    SARASOTA, FL34242

    		$5,213


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    DOROTHY POSEL REVOCABLE TRUST  
    7652 SANDERLING ROAD
     
    SARASOTA, FL34242

    		$18,105


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    DOROTHY POSEL REVOCABLE TRUST  
    7652 SANDERLING ROAD
     
    SARASOTA, FL34242

    		$6,716


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    POSEL FOUNDATION
          		Employer identification number

    23-2581520
    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
    1
    		 150 SH PRAXAIR INC $19,243 2014-04-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 200 SHS PHILIP MORRIS INTL INC $16,803 2014-04-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 200 SHS MASTERCARD INC CL A $14,322 2014-04-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 50 SHS INTUITIVE SURGICAL INC COM $20,947 2014-04-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 200 SHS GILEAD SCIENCES INC COM $13,473 2014-04-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 200 SHS EXXON MOBIL CORP COM $19,577 2014-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    POSEL FOUNDATION
          		Employer identification number

    23-2581520
    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
    7
    		 200 SHS DISNEY WALT CO $15,452 2014-04-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    8
    		 150 SHS AMPHENOL CORP NEW CL A $13,695 2014-04-15
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    POSEL FOUNDATION
          		Employer identification number

    23-2581520
    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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,300 2,300    

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

    TY 2013 DepreciationSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    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

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BOND 20,000 20,645
    AMERICAN DEPOSITORY RECEIPT 7,570 16,446

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 109,864 171,400

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    US Government Securities - End of Year Book Value:

    22,008
    US Government Securities - End of Year Fair Market Value:

    22,044
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsLandSchedule2
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 1,317,009 1,898,037

    TY 2013 LandEtcSchedule2
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 LegalFeesSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 7,228 7,228    


    TY 2013 OtherExpensesSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 190 190    
    TRUSTEES FEES 5,000 5,000    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,319 1,319    


    TY 2013 SubstantialContributorsSch
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Name Address
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242
    DOROTHY POSEL REVOCABLE TRUST 7652 SANDERLING ROAD
    SARASOTA,FL34242


    TY 2013 TaxesSchedule
    Name:
    POSEL FOUNDATION
    EIN: 23-2581520
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX EXPENSE 1,416 1,416    
    FOREIGN 199 199