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 01-01-2013 , and ending 12-31-2013
Name of foundation
CAS FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)404 21ST STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA904022436
A Employer identification number

48-1292269
B Telephone number (see instructions)

(310) 394-8715
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$11,781,616J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments 8,866 8,866  
4 Dividends and interest from securities...... 183,087 183,087  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,667,512
b Gross sales price for all assets on line 6a 10,577,079
7 Capital gain net income (from Part IV, line 2)... 4,667,512
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........ 4,859,465 4,859,465  
Operating and Administrative Expenses 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)....... Click to see attachment 5,006 0   5,006
c Other professional fees (attach schedule).... Click to see attachment 25 0   25
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,234 96   4,138
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 117 0   117
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,382 96   9,286
25 Contributions, gifts, grants paid........ 284,200 284,200
26 Total expenses and disbursements. Add lines 24 and 25 293,582 96   293,486
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,565,883
b Net investment income (if negative, enter -0-) 4,859,369
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............... 11,175 3,353,717 3,353,717
2 Savings and temporary cash investments.......... 55,935 6,576,674 6,576,674
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)      
b Investments—corporate stock (attach schedule)........ 7,075,088 Click to see attachment1,777,690 1,749,665
c Investments—corporate bonds (attach schedule)........ 100,080 Click to see attachment100,080 101,560
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 7,242,278 11,808,161 11,781,616
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 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 7,242,278 11,808,161
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,242,278 11,808,161
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,242,278 11,808,161
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 7,242,278
2 Enter amount from Part I, line 27a..................... 2 4,565,883
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 11,808,161
5 Decreases not included in line 2 (itemize) bullet 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 11,808,161
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 300 SHS FIVE BELOW INC. P 2013-01-08 2013-01-16
b 400 SHS, KELLOGG COMPANY P 2012-02-16 2013-02-01
c 250 SHS, HAIN CELESTIAL GROUP INC. P 2013-01-30 2013-02-07
d 1,000 SHS, HEALTHCARE TR AMER INC. P 2013-01-24 2013-02-21
e 1,000 SHS, ROCHESTER MEDICAL CORP P 2013-02-19 2013-02-21
300 SHS, COACH INC. P 2012-10-31 2013-02-27
400 SHS, NEWS CORP CL B P 2012-10-31 2013-03-13
600 SHS, MASCO CORP P 2013-02-21 2013-03-14
300 SHS, HAIN CELESTIAL GROUP P 2013-02-21 2013-03-22
1,500 SHS, SPRINT CORP P 2013-01-23 2013-04-01
500 SHS, VALE S A ADR P 2013-03-21 2013-04-10
1,000 SHS, HEALTHCARE TR AMER INC. P 2013-03-22 2013-05-03
1,500 SHS, ORCHARD SUPPLY HARDWARE P 2013-03-27 2013-06-06
1,000 SHS, DOLE FOOD COMPANY INC. P 2013-01-29 2013-06-11
1,500 SHS, UNIVERSAL INSURANCE HOLDING P 2013-02-05 2013-06-11
1,000 SHS, GENWORTH FINL INC. P 2013-05-20 2013-07-05
300 SHS, FACEBOOK INC. P 2013-02-11 2013-07-25
500 SHS, MONDELEZ INTERNATIONAL P 2012-10-16 2013-07-31
700 SHS, ROCHESTER MEDICAL CORP P 2013-04-10 2013-08-01
1,000 SHS, SPRINT CORP P 2013-07-30 2013-08-06
114 SHS, LEIDOS HOLDINGS INC. P 2013-04-08 2013-09-30
11,000 SHS NATL TECHNICAL SYS INC. P   2013-11-25
400 SHS, NEXTERA ENERGY CAP P 2013-01-15 2013-12-27
1,514 SHS, SPARK NETWORKS INC. P   2013-12-31
1,000 SHS, FORD MOTOR COMPANY P 2010-10-05 2013-01-11
300 SHS, COCA-COLA COMPANY P 2011-04-01 2013-01-30
500 SHS, CITIGROUP INC. P 2010-07-06 2013-02-05
500 SHS, PUBLIC STORAGE DEP P 2012-01-05 2013-02-13
1,000 SHS, HUNTINGTON BANCSHRES INC. P 2010-12-21 2013-04-25
1,000 SHS, AMERN AXLE & MFG HLDGS INC. P 2011-01-04 2013-04-29
250 SHS, CONOCO PHILLIPS P 2011-12-27 2013-06-04
4,000 SHS, ALPINE GLOBAL PREMIER PROPERTIES P   2013-07-10
2,586 SHS, ALPINE GLOBAL PREMIER PROPERTIES P   2013-07-12
1,500 SHS, CROWN CRAFTS INC. P 2012-05-04 2013-07-17
7,600 SHS, ING GBL EQ DIV&PREM P   2013-08-05
1,500 SHS FRONTIER COMMUNICATIONS CORP P 2010-11-05 2013-09-03
2,000 SHS, ING GBL EQ P 2006-03-23 2013-09-03
2,100 SHS INVESCO VAN KAMPEN P 2007-06-27 2013-09-03
500 SHS, UNIPHASE CORP P 2011-02-14 2013-09-03
500 SHS, JAKKS PACIFIC INC. P 2012-07-31 2013-09-03
1,200 SHS, NUVERRA ENVIRONMENTAL SOLUTIONS INC. P 2011-04-26 2013-09-03
1,000 SHS, SANDRIDGE ENERGY INC. P 2011-08-04 2013-09-03
4,000 SHS, TELESTONE TECHNOLOGIES P 2010-11-24 2013-09-03
338,001 SHS, NATL TECHNICAL SYS INC. P   2013-11-25
1,000 SHS, ROUNDY'S INC. P 2012-04-13 2013-12-20
5,100 SHS, ENTERGY CORP P 2006-01-26 2013-12-26
23,600 SHS, GENERAL ELECTRIC CO P   2013-12-26
48,000 SHS, ING GBL EQ DIV&PREM P   2013-12-26
1,500 SHS, NOVAGOLD RESOURCES INC. P 2010-11-10 2013-12-26
10,000 SHS, ALLIANZGI NFJ DIV P   2013-12-27
700 SHS, ARCH COAL INC. P 2011-04-27 2013-12-27
14,500 SHS, ING GBL EQ DIV&PREM P   2013-12-27
500 SHS, TEVA PHARMACEUTICAL IND. P 2010-09-24 2013-12-27
10,000 SHS, VITRUS TOTAL RETURN P 2006-07-25 2013-12-27
26,000 SHS, GUANWEI RECYCLING CORP P   2013-12-30
500 SHS, SOLAR CAPITAL LTD P 2011-06-10 2013-12-30
2,000 SHS, ALCOA INC P   2013-09-03
6,000 SHS, ALLIANZGI NJF DIV INT P 2006-05-12 2013-12-27
(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 10,432   9,545 887
b 23,379   21,162 2,217
c 14,691   13,778 913
d 11,319   10,436 883
e 14,189   13,881 308
14,540   14,087 453
12,224   9,850 2,374
12,200   11,441 759
18,626   17,191 1,435
9,220   8,601 619
9,149   8,626 523
12,569   11,491 1,078
4,684   6,081 -1,397
12,234   11,359 875
10,734   6,741 3,993
12,184   10,826 1,358
9,889   8,531 1,358
15,499   13,826 1,673
10,464   10,240 224
6,864   5,986 878
1,384   1,384 0
253,001   179,184 73,817
7,239   10,000 -2,761
9,104   12,465 -3,361
13,934   13,061 873
11,175   10,059 1,116
21,469   19,436 2,033
13,134   12,500 634
7,079   6,745 334
13,564   13,666 -102
15,379   14,710 669
15,647   80,000 -64,353
19,674   50,594 -30,920
9,416   8,471 945
71,210   142,474 -71,264
6,499   13,796 -7,297
18,529   38,434 -19,905
26,517   42,000 -15,483
6,349   13,965 -7,616
2,469   8,061 -5,592
2,867   7,674 -4,807
5,124   10,191 -5,067
2,454   49,091 -46,637
7,774,045   1,785,180 5,988,865
9,859   11,841 -1,982
317,675   350,872 -33,197
656,822   804,581 -147,759
433,546   905,453 -471,907
3,610   20,788 -17,178
179,854   232,902 -53,048
3,008   23,929 -20,921
129,789   254,163 -124,374
19,834   27,414 -7,580
39,894   130,920 -91,026
76,253   205,751 -129,498
11,219   12,541 -1,322
15,364   29,502 -14,138
108,000   132,090 -24,090
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       887
b       2,217
c       913
d       883
e       308
      453
      2,374
      759
      1,435
      619
      523
      1,078
      -1,397
      875
      3,993
      1,358
      1,358
      1,673
      224
      878
      0
      73,817
      -2,761
      -3,361
      873
      1,116
      2,033
      634
      334
      -102
      669
      -64,353
      -30,920
      945
      -71,264
      -7,297
      -19,905
      -15,483
      -7,616
      -5,592
      -4,807
      -5,067
      -46,637
      5,988,865
      -1,982
      -33,197
      -147,759
      -471,907
      -17,178
      -53,048
      -20,921
      -124,374
      -7,580
      -91,026
      -129,498
      -1,322
      -14,138
      -24,090
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 4,667,512
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 208,126 5,693,244 0.036557
2011 198,200 5,779,063 0.034296
2010 178,550 6,008,943 0.029714
2009 139,800 4,407,326 0.031720
2008 334,412 5,729,170 0.058370
2 Total of line 1, column (d) ...................... 2 0.190657
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 0.038131
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,901,691
5 Multiply line 4 by line 3....................... 5 339,430
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 48,594
7 Add lines 5 and 6......................... 7 388,024
8 Enter qualifying distributions from Part XII, line 4.............. 8 293,486
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 97,187
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 0
3 Add lines 1 and 2............................ 3 97,187
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 97,187
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 95,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 99,500
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,313
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet2,313 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCA
    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
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    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 ofbulletGUMBINER SAVETT INC Telephone no.bullet (310) 828-9798
    Located atbullet1723 CLOVERFIELD BOULEVARDSANTA MONICACA ZIP+4bullet904044007
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 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 bullet2011, 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
    Yes
     
    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
    SIDNEY J MELTZNER CEO AND DIRECTOR
    1.00     		0 0 0
    404 21ST STREET
    SANTA MONICA,CA904022436
    CAROLE J MELTZNER SECRETARY AND DIRECTOR
    1.00     		0 0 0
    404 21ST STREET
    SANTA MONICA,CA904022436
    ARON MELTZNER TREASURER AND DIRECTOR
    1.00     		0 0 0
    404 21ST STREET
    SANTA MONICA,CA904022436
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 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.............bullet0
    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)
    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.........................bullet0
    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
    445,085
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    97,187
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    97,187
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    347,898
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    347,898
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    347,898
    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 7 347,898
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 282,331
    b Total for prior years:2011, 20, 20 11,217
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 293,486
    a Applied to 2012, but not more than line 2a 282,331
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		Click to see attachment11,155
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		62
    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 ...........     		62
    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 ..........     		347,898
    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) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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
             
    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).)
    SIDNEY J MELTZNER
    CAROLE J MELTZNER
    ARON MELTZNER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    ACADEMY OF JEWISH RELIGION
    6301 RIVERDALE AVENUE
    RIVERDALES,NY10471     		NONE PUBLIC CHARITY ACADEMIC RESEARCH 2,000
    ALZHEIMER DISEASE RESEARCH
    1520 SAN PABLO ST HCT3000
    LOS ANGELES,CA90033     		NONE PUBLIC CHARITY ALZHEIMER RESEARCH 500
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    OKLAHOMA CITY,OK73123     		NONE PUBLIC CHARITY CANCER RESEARCH 700
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    9911 W PICO BLVD STE 1520
    LOS ANGELES,CA90035     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAM 2,500
    AMERICAN FRIENDS MAGEN DAVID ADOM
    3175 COMMERCIAL AVENUE SUITE 101
    NORTHBROOK,IL60062     		NONE PUBLIC CHARITY MEDICAL VOLUNTEERING 2,000
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    AMERICAN VALUES
    2800 SHIRLINGTON RD STE 950
    ARLINGTON,VA22206     		NONE PUBLIC CHARITY GENERAL FUND 500
    ANTI DEFAMATION LEAGUE
    10495 SANTA MONICA BLVD
    LOS ANGELES,CA90025     		NONE PUBLIC CHARITY GENERAL FUND 1,800
    BNAI BIRTH
    2020 K ST NEW 7TH FLOOR
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY HUMANITARIAN RIGHTS 1,200
    BOYS & GIRLS CLUB OF SANTA MONICA
    1238 LINCOLN BLVD
    SANTA MONICA,CA90401     		NONE PUBLIC CHARITY FAMILY ASSISTANCE PROGRAM 1,000
    AMERICAN PARKINSON DISEASE ASSOCIATION
    135 PARKINSON AVENUE
    STATEN ISLAND,NY10305     		NONE PUBLIC CHARITY PARKINSONS RESEARCH 600
    CALIFORNIA STATE SHERIFF'S ASSOCIATION
    PO BOX 980790
    WEST SACRAMENTO,CA957980790     		NONE PUBLIC CHARITY TRAINING PROGRAM 500
    CAMERA
    PO BOX 35040
    BOSTON,MA02135     		NONE PUBLIC CHARITY MEDIA MONITORING 3,000
    CARING BRIDGE
    PO BOX 131447
    HOUSTON,TX77219     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 1,000
    DAVID HOROWITZ FREEDOM CENTER
    PO BOX 55089
    SHERMAN OAKS,CA914991964     		NONE PUBLIC CHARITY UNIVERSITY EDUCATIONAL PROGRAMS 800
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH45250     		NONE PUBLIC CHARITY SOCIAL SERVICES FOR VETERANS 1,000
    EISENHOWER MEDICAL CENTER FOUNDATION
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		NONE PUBLIC CHARITY MEDICAL PROGRAMS 1,000
    DOCTORS WITHOUT BOARDERS
    333 SEVENTH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY MEDICAL PROGRAMS 500
    FLAME
    PO BOX 590359
    SAN FRANCISCO,CA94159     		NONE PUBLIC CHARITY PUBLIC EDUCATION INFORMATION 1,700
    HADASSAH
    50 WEST 58 STREET
    NEW YORK,NY10019     		NONE PUBLIC CHARITY TEACHING AND RESEARCH INFORMATION 1,000
    HEBREW IMMIGRANT AID SOCIETY
    333 SEVENTH AVENUE 16TH FL
    NEW YORK,NY10001     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 1,000
    HILLEL OF SAN DIEGO
    800 8TH ST NW
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY EDUCATIONAL OUTREACH PROGRAMS 500
    HONEST REPORTING
    10024 SKOKIE BLVD SUITE 201
    SKOKIE,IL60077     		NONE PUBLIC CHARITY MEDIA WATCHDOG 1,700
    ILLINOIS INSTITUTE OF TECHNOLOGY
    3300 SOUTH FEDERAL ST
    CHICAGO,IL60616     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 2,000
    JEWISH FAMILY SERVICE
    16439 VANOWEN STREET
    VAN NUYS,CA91406     		NONE PUBLIC CHARITY COMMUNITY PROGRAM 2,500
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    305 7TH AVENUE 19TH FL
    NEW YORK,NY10001     		NONE PUBLIC CHARITY PERSERVING LEGACY OF HOLOCAUST SURVIVORS 800
    JEWISH NATIONAL FUND
    6310 SAN VICENTE BLVD NO 425
    LOS ANGELES,CA90048     		NONE PUBLIC CHARITY HELP JEWISH CHARITIES AND INDIVIDUALS 1,800
    JEWISH WAR VETERANS OF THE USA
    1811 R STREET NW
    WASHINGTON,DC20009     		NONE PUBLIC CHARITY WWII MEMORIAL FUND 5,000
    JEWISH WORLD WATCH
    5551 BALBOA BLVD
    ENCINO,CA91316     		NONE PUBLIC CHARITY EDUCATIONAL OUTREACH PROGRAM 1,500
    KEHILLAT MA'ARAV
    1715 21ST
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITY SCHOLARSHIPS, RELEIF AND EDUCATION PROGRAMS 116,500
    KESHET
    284 AMORY ST
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITY JEWISH COMMUNITY OUTREACH PROGRAMS 1,000
    NEW WEST SYMPHONY
    2100 THOUSAND OAKS BLVD D
    THOUSAND OAKS,CA91362     		NONE PUBLIC CHARITY CLASSIC MUSIC - GENERAL FUND 1,000
    LACMA
    5905 WILSHIRE BOULEVARD
    LOS ANGELES,CA90036     		NONE PUBLIC CHARITY ART MUSEUM - GENERAL FUND 600
    GIFT OF LIFE
    401 NORTH 3RD STREET
    PHILADELPHIA,PA19123     		NONE PUBLIC CHARITY ORGAN AND TISSUE PROGRAM 2,000
    LOS ANGELES JEWISH HOME
    7150 TAMPA AVENUE
    RESEDA,CA91335     		NONE PUBLIC CHARITY SENIOR PROGRAM 2,000
    MACCABI SPORTS USA
    1926 ARCH STREET 4R
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY JEWISH ENRICHMENT PROGRAM 2,000
    MCHENRY COUNTY CONGREGATION
    8617 RIDGEFIELD RD
    CRYSTAL LAKE,IL60012     		NONE PUBLIC CHARITY GENEAL FUND 2,000
    MEALS ON WHEELS
    900 HILGARD AVENUE
    LOS ANGELES,CA90095     		NONE PUBLIC CHARITY PROVIDE MEALS FOR ELDERLY/DISABLE 2,000
    MICHAEL FOX FOUNDATION
    PO BOX 780
    NEW YORK,NY10008     		NONE PUBLIC CHARITY PARKINSONS DISEASE RESEARCH 500
    MILKEN COMMUNITY HIGH SCHOOL
    15800 ZELDINS WAY
    LOS ANGELES,CA90049     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 48,000
    MULTIPLE SCLEROSIS ASSOC OF AMERICA
    706 HADDONFIELD RD
    CHERRY HILL,NJ08002     		NONE PUBLIC CHARITY MULTIPLE SCLEROSIS RESEARCH 1,000
    NATIONAL CHILDREN CANCER SOCIETY
    ONE SOUTH MEMORIAL DRSTE 800
    ST LOUIS,MO63102     		NONE PUBLIC CHARITY CANCER RESEARCH 800
    NATIVE AMERICAN HERITAGE
    1737 ELGIN RD
    HIGHLAND,KS66035     		NONE PUBLIC CHARITY MUSEUM GENERAL FUND 600
    NEW HORIZONS
    15725 PARTHENIA ST
    NORTH HILLS,CA91343     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 3,000
    NEW LA CHARTER SCHOOL
    5100 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 2,000
    SUPPORT MET BROADCAST CAMPAIGN
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE PUBLIC CHARITY MUSEUM SUPPORT - GENERAL FUND 1,000
    OPICA HOME
    11759 MISSOURI AVENUE
    LOS ANGELES,CA90025     		NONE PUBLIC CHARITY ADULT DAY SERVICES AND COUNSELING 1,000
    PBS SOCAL
    PO BOX 25113
    SANTA ANA,CA92799     		NONE PUBLIC CHARITY PUBLIC BROADCAST PROGRAMS 700
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY CLEFT LIP SURGERY SUPPORT 500
    QUEENS COLLEGE FOUNDATION
    65-30 KISSENA BLVD
    FLUSHING,NY11367     		NONE PUBLIC CHARITY EUDCATIONAL PROGRAMS 500
    SALVATION ARMY
    1518 W 11TH STREET
    LOS ANGELES,CA90015     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 600
    SANTA MONICA CONSERVATORY
    PO BOX 653
    SANTA MONICA,CA90406     		NONE PUBLIC CHARITY PRESERVATION 3,000
    SEPHARDIC EDUCATIONAL CENTER
    10808 SANTA MONICA BLVD
    LOS ANGELES,CA90025     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 3,000
    SHARE OUR STRENGTH
    733 15TH STREET NW STE 640
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY FOOD PANTRY PROGRAM 1,500
    SPECIAL OLYMPICS SO CALIFORNIA
    1133 19TH STREET NW 12TH FLR
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY BENEFITS PROGRAMS WITH INTELECTUAL DISABILITIES 1,000
    ST JOHNS HEALTH CENTER
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITY MEDICAL CHARITY 500
    ST JUDE HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY MEDICAL CHARITY 700
    STAND WITH US
    PO BOX 341069
    LOS ANGELES,CA90034     		NONE PUBLIC CHARITY EDUCATE PEOPLE ABOUT ISRAEL 1,400
    THE SCHUSTER INSTITUTE
    415 SOUTH STREET
    WALTHAM,MA02453     		NONE PUBLIC CHARITY INVESTIGATIVE JOURNALISM 5,000
    THE NEW SHUL
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC CHARITY JEWISH EDUCATION 3,000
    USO WORLD HEADQUARTERS
    2111 WILSON BLVD SUITE 1200
    ARLINGTON,VA22201     		NONE PUBLIC CHARITY MILITARY SUPPORT PROGRAMS 1,000
    VETERANS OF FOREIGN WARS
    200 MARYLAND AVENUE NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY MILITARY VETERANS SUPPORT PROGRAMS 1,000
    VISTA DEL MAR
    3200 MOTOR AVENUE
    LOS ANGELES,CA90034     		NONE PUBLIC CHARITY MENTAL HEALTH SERVICES FOR CHILDREN 1,000
    WEST POINT CHAPEL
    WEST POINT
    WEST POINT,NY10996     		NONE PUBLIC CHARITY GENERAL FUND 1,000
    WEST SIDE JEWISH COMMUNITY CENTER
    5870 OLYMPIC BLVD
    LOS ANGELES,CA90036     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 2,000
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		NONE PUBLIC CHARITY RESCUE OF YIDDISH BOOKS 1,600
    YMCA
    101 N WACKER DRIVE
    CHICAGO,IL60606     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 22,000
    ZIONIST ORGANIZATION OF AMERICA
    4 EAST 34TH ST
    NEW YORK,NY10016     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC CHARITY WAR VETERAN HELP PROGRAM 800
    NACOEJ
    255 WEST 36TH ST SUITE 701
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 800
    Total .................................bullet 3a 284,200
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    14 8,866  
    4 Dividends and interest from securities....     14 183,087  
    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 4,667,512  
    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 4,859,465 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,859,465
    (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

    TY 2013 AccountingFeesSchedule
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,006 0   5,006

    TY 2013 AppliedToPriorYearElection
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Election:
    ELECTION TO APPLY CURRENT YEAR EXCESS DISTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED INCOME.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GENERAL MOTORS NOTE 100,080 101,560

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Name of Stock End of Year Book Value End of Year Fair Market Value
    257,475 SHS. NATIONAL TECH 0 0
    81,568.685 SHS. FRANKLIN TEMPLETON FUND 1,030,682 1,090,573
    23,600 SHS. GENERAL ELECTRIC 0 0
    5,100 SHS. ENTERGY CORP 0 0
    14,240 SHS. LAKELAND INDUSTRIES 249,587 74,902
    2,586 SHS. ALPINE GLOBAL PREMIER PROP 0 0
    4,000 SHS, ALPINE TOTAL DYNAMIC 0 0
    80,526 SHS. NATIONAL TECHNICAL SYSTEM INC 0 0
    4,000 SHS. TELESTONE TECHNOLOGIES 0 0
    2,100 SHS. INVESCO VAN KAMPEN DYNAMIC 0 0
    72,100 SHS. ING GBL EQ DIV & PREM OP 0 0
    16,000 SHS. NFJ DIVIDEND INTERST & PREM STRAT FUND 0 0
    2,000 SHS. ALCOA 0 0
    400 SHS. BERKSHIRE HATHAWAY D 30,902 47,424
    5,000 SHS CITIGROUP 0 0
    1,000 SHS FORD MOTOR CO 0 0
    1,500 SHS. FRONTIER COMMUNICATIONS 0 0
    46,000 SHS GUANWEI RECYCLING 0 0
    500 SHS. HONEYWELL 21,936 45,685
    1,000 SHS. HUNTINGTON BANCSHARES 6,745 9,650
    1,500 SHS. NOVAGOLD RESOURCES 0 0
    1,000 SHS. SANDRIDGE ENERGY 0 0
    500 SHS. TEVA PHARMACEUTICAL 0 0
    1,000 SHS, AMERN AXLE & MFG HLDG 0 0
    700 SHS, ARCH COAL INC. 0 0
    500 SHS, COCA-COLA 16,765 20,655
    250 SHS, CONOCO PHILLIPS 0 0
    500 SHS, DOW CHEMICAL COMPANY 18,251 22,200
    500 SHS, HALLIBURTON COMPANY 24,771 25,375
    1,200 SHS HECKMANN CORP 0 0
    300 SHS HESS CORP 24,088 24,900
    500 SHS JP MORGAN CHASE 22,016 29,240
    1,000 SHS MANITOWOC COMPANY INC. 21,821 23,320
    700 SHS, PUBLIC STORAGE DEP 17,500 16,359
    500 SHS, SOLAR CAPTIAL LTD 0 0
    500 SHS, UNIPHASE CORP PAR 0 0
    10,000 SHS VIRTUS TOTAL RETURN 0 0
    263 SHS ACCO BRANDS 2,500 1,767
    25 SHS APPLE INC. 14,124 14,025
    600 SHS BB&T CORP 15,000 12,888
    1,500 SHS BGC PARTNERS INC. 0 0
    500 SHS CAPITAL ONE FINL CORP 12,500 10,870
    1,500 SHS CROWN CRAFTS INC. 0 0
    500 SHS JAKKS PACIFIC INC. 0 0
    300 SHS JOHNSON & JOHNSON 20,444 27,477
    400 SHS KELLOGG COMPANY 0 0
    500 SHS MONDELEZ INTERNATIONAL 0 0
    400 SHS NEWS CORP CL B 0 0
    250 SHS NOVA COPPER INC. 748 380
    125 SHS PHILLIPS 66 INC 3,571 9,641
    500 SHS PRUDENTIAL FINANCIAL 12,500 10,560
    500 SHS PUBLIC STORAGE DEP 0 0
    1,000 SHS ROUNDY'S INC. 0 0
    200 SHS ALLERGAN INC 20,812 22,216
    400 SHS ALLSTATE CORP 10,000 8,400
    1,500 SHS. BGC PARTNERS INC. 11,326 9,075
    250 SHS ENSCO PLC 15,371 14,295
    800 SHS, EXELIS 11,495 15,248
    400 SHS, FIRST REPUBLIC BANK 10,000 7,720
    1,000 SHS FOX FACTORY HLDG 16,931 17,620
    300 SHS, HOLLYFRONTIER CORP 15,856 14,907
    200 SHS, LEIDOS HOLDINGS INC. 9,715 9,298
    300 SHS, PINNACLE FOOD INC. 6,800 8,238
    1,000 SHS ROYAL BANK SCOTLAND 10,046 11,330
    114 SHS, SCIENCE APPLICATIONS INT. 1,384 3,770
    1,000 SHS SPRINT CORP 6,406 10,750
    300 SHS, STARBUCKS CORP 16,328 23,517
    500 SHS, WELLS FARGO & CO 17,536 22,700
    1,000 SHS, ZOETIS INC. 31,233 32,690

    TY 2013 OtherExpensesSchedule
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES & MISC 117 0   117


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA SECRETARY OF STATE 25 0   25


    TY 2013 TaxesSchedule
    Name:
    CAS FOUNDATION INC
    EIN: 48-1292269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PAID 4,078 0   4,078
    CALIFORNIA FILING FEES 60 0   60
    FOREIGN TAXES 96 96   0