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
THE LASZLO N TAUBER FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)6000 EXECUTIVE BLVD NO 600   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH BETHESDA, MD20852
A Employer identification number

30-0208793
B Telephone number (see instructions)

(301) 231-8334
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$151,514,168J 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) 555,972
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 1,687,887 1,687,887  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,979,703
b Gross sales price for all assets on line 6a 38,275,212
7 Capital gain net income (from Part IV, line 2)... 2,979,703
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,561,465 1,533,498  
12 Total. Add lines 1 through 11........ 6,785,027 6,201,088  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 250,000 150,000   100,000
14 Other employee salaries and wages...... 635,700 381,420   254,280
15 Pension plans, employee benefits....... 24,064 14,438   9,626
16a Legal fees (attach schedule)......... Click to see attachment 330,867 198,520   132,347
b Accounting fees (attach schedule)....... Click to see attachment 93,337 56,002   37,335
c Other professional fees (attach schedule).... Click to see attachment 891,352 874,910   16,442
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 29,274 25,904   3,370
19 Depreciation (attach schedule) and depletion... 4,426 4,426  
20 Occupancy.............. 67,893 40,736   27,157
21 Travel, conferences, and meetings....... 26,539 15,923   10,616
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 44,970 26,982   17,988
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,398,422 1,789,261   609,161
25 Contributions, gifts, grants paid........ 7,338,404 7,338,404
26 Total expenses and disbursements. Add lines 24 and 25 9,736,826 1,789,261   7,947,565
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,951,799
b Net investment income (if negative, enter -0-) 4,411,827
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...............      
2 Savings and temporary cash investments.......... 5,550,283 6,264,468 6,264,468
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........... 7,788 7,373 7,373
10a Investments—U.S. and state government obligations (attach schedule) 3,359,692 Click to see attachment1,824,697 1,824,697
b Investments—corporate stock (attach schedule)........ 30,914,279 Click to see attachment38,498,338 38,498,338
c Investments—corporate bonds (attach schedule)........ 9,258,840 Click to see attachment7,102,782 7,102,782
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 60,845,881 Click to see attachment56,556,545 56,556,545
14 Land, buildings, and equipment: basis bullet45,364
Less: accumulated depreciation (attach schedule) bullet32,988 15,485 12,376 12,376
15 Other assets (describe bullet) Click to see attachment40,358,091 Click to see attachment41,247,589 Click to see attachment41,247,589
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 150,310,339 151,514,168 151,514,168
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) Click to see attachment564,090 Click to see attachment569,768
23 Total liabilities (add lines 17 through 22).......... 564,090 569,768
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 149,746,249 150,944,400
30 Total net assets or fund balances (see page 17 of the
instructions).................... 149,746,249 150,944,400
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 150,310,339 151,514,168
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)............... 1 149,746,249
2 Enter amount from Part I, line 27a..................... 2 -2,951,799
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,149,950
4 Add lines 1, 2, and 3.......................... 4 150,944,400
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. 6 150,944,400
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 ATLANTIC TRUST P    
b CHARLES SCHWAB P    
c CHARLES SCHWAB P    
d MERRILL LYNCH P    
e EPSILON P    
PARTNERHIPS & JV P    
PARTNERHIPS & JV P    
CAPITAL GAINS 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 12,232,037   11,232,627 999,410
b 36,573   35,284 1,289
c 1,388,658   1,238,610 150,048
d 22,218,357   20,749,090 1,469,267
e 2,264,216   2,039,898 224,318
65,522     65,522
18,653     18,653
51,196     51,196
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       999,410
b       1,289
c       150,048
d       1,469,267
e       224,318
      65,522
      18,653
      51,196
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 2,979,703
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 8,091,192 147,522,977 0.054847
2011 8,072,989 157,034,761 0.051409
2010 7,851,319 163,397,099 0.048051
2009 7,302,483 156,044,014 0.046798
2008 7,702,730 149,534,222 0.051511
2 Total of line 1, column (d) ...................... 2 0.252616
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 0.050523
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 143,072,773
5 Multiply line 4 by line 3....................... 5 7,228,466
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 44,118
7 Add lines 5 and 6......................... 7 7,272,584
8 Enter qualifying distributions from Part XII, line 4.............. 8 7,947,565
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 44,118
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 44,118
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 44,118
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 78,076
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 78,076
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 33,958
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet33,958 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bullet
    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.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TAUBERFOUNDATION.ORG
    14
    The books are in care ofbulletJAY GROSSMAN Telephone no.bullet (301) 231-8334
    Located atbullet6000 EXECUTIVE BLVD STE 600NORTH BETHESDAMD ZIP+4bullet20852
    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?
    16Yes  
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bulletIS
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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 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
    INGRID D TAUBER PRESIDENT/DIRECTOR
    10.00     		125,000 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    ALFRED I TAUBER SECR./TREAS./DIRECTOR
    10.00     		125,000 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    SYLVIA TESSLER-LOZOWICK EXECUTIVE DIRECTOR
    40.00     		121,291 23,803 0
    5 ALROI STREET
    JERUSALEM   92108
    IS
    JAY H GROSSMAN CONTROLLER
    40.00     		107,258 5,663 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    SHARI HALL DIRECTOR
    40.00     		85,955 4,538 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    ROGER PIES COUNSEL
    24.00     		309,953 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    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
    WESTWOOD MANAGEMENT LLC REAL ESTATE DEVELOPMENT CONSULTANT 549,901
    354 DOWNS BLVD 106
    FRANKLIN,TN37064
    MCKENNA LONG & ALDRIDGE LLP LEGAL/CONSULTING SERVICES 311,196
    1900 K STREET NW
    WASHINGTON,DC20006
    FAIRCHILD INVESTMENTS REAL ESTATE DEVELOPMENT CONSULTANT 210,235
    5 INAS ROAD
    BROOKFIELD,CT06804
    DANIEL R ABRAMSON A&A LTD REAL ESTATE DEVELOPMENT CONSULTANT 180,000
    507 WYTHE STREET
    ALEXANDRIA,VA22314
    BARCO ENTERPRISES REAL ESTATE DEVELOPMENT CONSULTANT 157,220
    11200 PULASKI HWY
    WHITE MARSH,MD21162
    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
    7,153,639
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    44,118
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    44
    c
    Add lines 2a and 2b............................
    2c
    44,162
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,109,477
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,109,477
    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
    7,109,477
    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 7,109,477
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 6,553,451
    b Total for prior years:20, 20, 20 0
    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$ 7,947,565
    a Applied to 2012, but not more than line 2a 6,553,451
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 1,394,114
    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 ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		5,715,363
    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).)
    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
    ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES
    110 GOUGH STREET SUITE 301
    SAN FRANCISCO,CA94101     		NONE PUBLIC CHARITY FUNDING FOR PSYCHOLOGY SCHOLARSHIPS 75,000
    ALLIANT INTERNATIONAL UNIVERSITY
    ONE BEACH STREET 200
    SAN FRANCISCO,CA94133     		NONE PUBLIC CHARITY TO SUPPORT FELLOWSHIP IN CLINICAL PSYCHOLOGY 100,000
    AMERICAN FRIENDS OF ALYN
    51 EAST 42ND STREET 308
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,800
    AMERICAN FRIENDS OF ITIM
    5508 HUNTINGTON PARKWAY
    BETHESDA,MD20814     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    AMERICAN FRIENDS OF TEL AVIV UNIVERSITY INC
    39 BROADWAY SUITE 1510
    NEW YORK,NY10006     		NONE PUBLIC CHARITY SUPPORT FOR SCHOLARSHIP FUND 197,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    AMERICAN SOCIETY OF TECHINON
    55 EAST 59TH ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY JEROME & ROSE GROSSMAN SCHOLARSHIP FUND 10,000
    AMERICAN SOCIETY OF UNIVERSITY OF HAIFA
    245 5TH AVENUE SUITE 2203
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,884,326
    ATHLETIC SCHOLARS ADVANCEMENT PROGRAM
    3750 18TH STREET
    SAN FRANCISCO,CA94114     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    BARD COLLEGE
    30 CAMPUS ROAD
    ANNANDALEONHUDSON,NY12504     		NONE PUBLIC CHARITY GENERAL PURPOSE 10,000
    BATON ROUGE YOUTH COALITION
    555 SPANISH TOWN ROAD 8
    BATON ROUGE,LA70802     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    BRANDEIS HILLEL DAY SCHOOL
    655 BROTHERHOOD WAY
    SAN FRANCISCO,CA94132     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    BREAST CANCER FUND
    1388 SUTTER STREETSUITE 400
    SAN FRANCISCO,CA94109     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    CHABAD HOUSE OF GREATER BOSTON
    491 COMMONWEALTH AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CHABAD OF NASHOBA VALLEY
    26 TADMUCK ROAD
    WESTFORD,MA01886     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    CHILD DEVELOPMENT RESEARCH
    211 WEST 56TH STREET 7K
    NEW YORK,NY10019     		NONE PUBLIC CHARITY GENERAL PURPOSE 5,000
    CHILDREN'S COUNCIL OF SAN FRANCISCO
    445 CHURCH STREET
    SAN FRANCISCO,CA94114     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY SERVICES TO ADULTS WITH PSYCHIATRIC DISABILITIES 100,000
    COMMITTEE OF CONCERNED SCIENTISTS
    400 EAST 85TH STREET 10K
    NEW YORK,NY10028     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CONCORD COMMUNITY MUSIC SCHOOL
    23 WALL STEET
    CONCORD,NH03301     		NONE PUBLIC CHARITY GENERAL PURPOSE 12,500
    CONGREGATION BETH ISRAEL
    1630 BANCROFT WAY
    BERKELEY,CA94703     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    CONGREGATION EMANU-EL
    TWO LAKE STREET
    SAN FRANCISCO,CA94118     		NONE PUBLIC CHARITY SUPPORT FOR JUDAIC STUDIES 125,000
    CONTEMPORARY JEWISH MUSEUM
    736 MISSION STREET
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    FACING HISTORY OF OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY FUND FELLOWSHIP TO SUPPORT ORGANIZATIONAL NEEDS 200,000
    FOUNDATION FOR JEWISH CULTURE
    520 8TH AVENUE 20TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    FRIENDS OF SAN FRANCISCO PUBLIC LIBRARY
    391 GROVE STREET
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    GOLDEN RETRIEVER FOUNDATION
    PO BOX 3462
    OMAHA,NE68103     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    INSTITUTE FOR JEWISH AND COMMUNITY RESEARCH
    3198 FULTON STREET
    SAN FRANCISCO,CA94118     		NONE PUBLIC CHARITY GENERAL SUPPORT 4,100
    JEWISH COMMUNITY CENTER OF SAN FRANCISCO
    3200 CALIFORNIA STREET
    SAN FRANCISCO,CA94118     		NONE PUBLIC CHARITY GENERAL SUPPORT 300,000
    JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
    121 STUART STREET
    SAN FRANCISCO,CA94105     		NONE PUBLIC CHARITY TO PROTECT AND ENHANCE JEWISH LIFE IN OUR COMMUNITY 52,341
    JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
    1835 ELLIS STREET
    SAN FRANCISCO,CA94115     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    121 STEUART STREET 301
    SAN FRANCISCO,CA94105     		NONE PUBLIC CHARITY GENERAL SUPPORT 75,000
    JEWISH FAMILY & CHILDREN'S SERVICE
    2150 POST STREET
    SAN FRANCISCO,CA94115     		NONE PUBLIC CHARITY SOCIAL SERVICES TO THE SAN FRANCISCO AREA COMMUNITY 535,000
    JEWISH PARTISAN EDUCATIONAL FOUNDATION
    2107 VAN NESS AVENUE SUITE 302
    SAN FRANCISCO,CA94019     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    NARSAD
    60 CUTTER MILL ROAD SUITE 404
    GREAT NECK,NY11021     		NONE PUBLIC CHARITY SUPPORT SCIENTIFIC RESEARCH TO FIND TREATMENTS 110,000
    NEW ISRAEL FUND
    1101 14TH STREET SIXTH FLOOR
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY COMMITTED TO PROMOTE DEMOCRATIC CHANGE WITHIN ISRAEL 658,200
    PEF ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVENUE SUITE 607
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL SUPPORT 161,643
    RI COALITION AGAINST DOMESTIC VIOLENCE
    422 POST ROAD SUITE 102
    WARWICK,RI02888     		NONE PUBLIC CHARITY FUNDING FOR PSYCHOLGICAL RESEARCH 110,000
    SAN FRANCISCO JEWISH FILM FESTIVAL
    145 9TH STREET 200
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY GENERAL SUPPORT 35,000
    SCHOLARSHIP FUND OF ALEXANDRIA
    3330 KING STREET
    ALEXANDRIA,VA22302     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    TEL-AVIV UNIVERSITY
    PO BOX 39040
    TEL AVIV   69978
    IS     		NONE PUBLIC CHARITY GENERAL SUPPORT 80,000
    TIPPING POINT COMMUNITY
    703 MARKET STREET 708
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY SUPPORT FOR MENTALLY ILL IN SAN FRANCISCO BAY AREA 825,000
    TRUSTEES OF TUFTS UNIVERSITY
    136 HARRISION AVENUE
    BOSTON,MA02111     		NONE PUBLIC CHARITY SUPPORT MENTAL HEALTH RESEARCH 142,894
    US FRIENDS OF YAD EZRAH
    12A NORTH AIRMONT ROAD
    SUFFERN,NY10901     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    UC SF FOUNDATION
    PO BOX 45339
    SAN FRANCISCO,CA94145     		NONE PUBLIC CHARITY CANCER RESEARCH 150,000
    UPSTART BAY AREA
    332 PINE STREET 600
    SAN FRANCISCO,CA94104     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    USC SHOAH FOUNDATION INSTITUTE
    650 WEST 35TH ST SUITE 114
    LOS ANGELES,CA90089     		NONE PUBLIC CHARITY GENERAL PURPOSE 10,000
    WASHINGTON SQUARE MINYON
    659 WASHINGTON STREET
    BROOKLINE,MA02446     		NONE PUBLIC CHARITY GENERAL PURPOSE 3,600
    WELLESLEY STUDENTS' AID SOCIETY
    106 CENTRAL STREET
    WELLESLEY,MA02481     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    AFNIFI
    MPA 44 KILSYTH ROAD SUITE 3
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY FUNDING FOR PSYCHOLOGICAL RESEARCH 100,000
    AFTERIMAGE PUBLIC MEDIA
    39 MESA STREET 206
    SAN FRANCISCO,CA94129     		NONE PUBLIC CHARITY SUPPORT PRODUCTION OF A FILM "AMERICAN JERUSALEM" 10,000
    AVON FOUNDATION FOR WOMEN
    PO BOX 742509
    CINCINNATI,OH45274     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    AVON PRODUCTS FOUNDATION INC
    1 AVON PLAZA
    RYE,NY10580     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    BOSCAWEN CONGREGATIONAL CHURCH FOOD PANTRY
    217 WATER STREET
    BOSCAWEN,NH03303     		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    BOSTON UNIV CENTER FOR PSYCHIATRIC REHAB
    940 COMMONWEALTH AVENUE WEST
    BOSTON,MA02215     		NONE PUBLIC CHARITY TO SUPPORT RESEARCH IN PSYCHIATRIC REHABILITATION 250,000
    CALIFORNIA PACIFIC MEDICAL CENTER
    2015 STEINER STREET
    SAN FRANCISCO,CA94115     		NONE PUBLIC CHARITY DEVELOPMENT OF INTERNSHIPS IN CLINICAL PSYCHOLOGY 172,500
    CAMP TAWONGA
    131 STEUART STREET 460
    SAN FRANCISCO,CA94105     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CATIE CARNES FOUNDATION INC
    C/O CHARM CITY RUN PO BOX 5464
    TOWSON,MD21285     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    CEDAR
    610 CENTRE STREET SUITE A
    NEWTON,MA02458     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    CENTER FOR YOUTH WELLNESS
    3450 THIRD STREET BLDG 2 SUITE 201
    SAN FRANCISCO,CA94124     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    COLUMBIA DAILY SPECTATOR
    2875 BROADWAY 303
    NEW YORK,NY10025     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    DIABETES PREVENTION FOUNDATION
    5408 CHRB
    SAIPAN   96950
    CQ     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    GERMAN SHEPHERD RESCUE OF NEW ENGLAND
    PO BOX 299
    WAYLAND,MA01778     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    GRADUATE THEOLOGICAL UNION
    2400 RIDGE ROAD
    BERKELEY,CA94709     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    HABITAT FOR HUMANITY
    716 SOUTH GLEBE ROAD
    ARLINGTON,VA22204     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    HERO DOGS INC
    PO BOX 64
    BROOKEVILLE,MD208330064     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    INTERNATIONAL OCD FOUNDATION
    PO BOX 961029
    BOSTON,MA02196     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    JERUSALEM FOUNDATION INC
    420 LEXINGTON AVENUE SUITE 1645
    NEW YORK,NY10170     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    JEWISH COALITION OF LITERACY
    121 STEUART STREET
    SAN FRANCISCO,CA94105     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    JEWISH LEARNING WORKS
    639 14H AVENUE
    SAN FRANCISCO,CA94118     		NONE PUBLIC CHARITY GENERAL SUPPORT 27,500
    JEWISH SOCIAL SERVICES AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    LA CLINICA DE LA RAZA INC
    PO BOX 17054
    OAKLAND,CA946017054     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    MCITP FAMILY SUPPORT NETWORK (DREAM TEAM)
    51 MONROE STREET SUITE 1700
    ROCKVILLE,MD20850     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,250
    NATIONAL PHILHARMONIC
    5301 TUCKERMAN LANE
    NORTH BETHESDA,MD20852     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    OSHER MARIN JEWISH COMMUNITY CENTER
    200 NORTH SAN PEDRO ROAD
    SAN RAFAEL,CA94903     		NONE PUBLIC CHARITY GENERAL SUPPORT 23,000
    PROJECT HEALING WATERS-FLY FISHING INC
    PO BOX 695
    LA PLATA,MD206460696     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,250
    PROJECT ONE HAND
    730 POLK STREET
    SAN FRANCISCO,CA94109     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    SAINT ANTHONY FOUNDATION
    150 GOLDEN GATE STREET
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
    2789 25TH STREET SUITE 2028
    SAN FRANCISCO,CA94110     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    SAN FRANCISCO REGIONAL CANCER FOUNDATION
    1200 GOUGH ST SUITE 500
    SAN FRANCISCO,CA94109     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    STEPPING STONES SHELTER INC
    PO BOX 712
    ROCKVILLE,MD208480712     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    TIDES CENTER
    PO BOX 10102
    OAKLAND,CA94610     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    UC REGENTS
    401 PAMASSUS AVENUE
    SAN FRANCISCO,CA94143     		NONE PUBLIC CHARITY TO SUPPORT MENTAL HEALTH RESEARCH 50,000
    UNIVERSITY OF CALIFORNIA BERKELEY
    2001 ADDISON STREET
    BERKELEY,CA947201990     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    USA WARRIORS HOCKEY
    1436 PUTTY HILL AVENUE
    TOWSON,MD21286     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    WOOTTON ICE HOCKEY CLUB
    14412 SYLVAN GLADE DRIVE
    NORTH POTOMAC,MD20878     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    YALE UNIVERSITY PRESS
    302 TEMPLE STREET
    NEW HAVEN,CT06511     		NONE PUBLIC CHARITY ELECTRONIC DISTRIBUTION OF HOLOCAUST PUBLICATION 71,500
    Total .................................bullet 3a 7,338,404
    bApproved for future payment
    ALLIANT INTERNATIONAL UNIVERSITY
    ONE BEACH STREET 200
    SAN FRANCISCO,CA94133     		NONE PUBLIC CHARITY TO SUPPORT FELLOWSHIP IN CLINICAL PSYCHOLOGY 460,000
    AMERICAN SOCIETY OF UNIVERSITY OF HAIFA
    245 5TH AVENUE SUITE 2203
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL SUPPORT 3,782,500
    BOSTON UNIVERSITY
    1 SILBER WAY
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL PURPOSE 170,000
    CALIFORNIA PACIFIC MEDICAL CENTER
    2015 STEINER STREET
    SAN FRANCISCO,CA94115     		NONE PUBLIC CHARITY DEVELOPMENT OF INTERNSHIPS IN CLINICAL PSYCHOLOGY 550,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY SERVICES TO ADULTS WITH PSYCHIATRIC DISABILITIES 100,000
    CONCORD COMMUNITY MUSIC SCHOOL
    23 WALL STEET
    CONCORD,NH03301     		NONE PUBLIC CHARITY GENERAL PURPOSE 37,500
    CONGREGATION EMANU-EL
    TWO LAKE STREET
    SAN FRANCISCO,CA94118     		NONE PUBLIC CHARITY SUPPORT FOR JUDAIC STUDIES 25,000
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    ONE BATTERY PARK PLAZA 25TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC CHARITY GENERAL SUPPORT 52,000
    JEWISH FAMILY & CHILDREN'S SERVICE
    2150 POST STREET
    SAN FRANCISCO,CA94115     		NONE PUBLIC CHARITY SOCIAL SERVICES TO THE SAN FRANCISCO AREA COMMUNITY 275,000
    NEW ISRAEL FUND
    1101 14TH STREET SIXTH FLOOR
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY COMMITTED TO PROMOTE DEMOCRATIC CHANGE WITHIN ISRAEL 598,200
    TIPPING POINT COMMUNITY
    703 MARKET STREET 708
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY SUPPORT FOR MENTALLY ILL IN SAN FRANCISCO BAY AREA 450,000
    UC REGENTS
    401 PAMASSUS AVENUE
    SAN FRANCISCO,CA94143     		NONE PUBLIC CHARITY TO SUPPORT MENTAL HEALTH RESEARCH 100,000
    Total .................................bullet 3b 6,600,200
    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 1,687,887  
    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.....     01 1,533,498  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,979,703  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUBIT FROM LPS 900099 27,967      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 27,967 6,201,088 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    136,229,055
    (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
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
     
    Employer identification number

    30-0208793
    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
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
          		Employer identification number

    30-0208793
    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
     
     

    LASZLO N TAUBER REVOCABLE TRUST  
    6000 EXECUTIVE BLVD STE 600
     
    NORTH BETHESDA, MD20852

    		$555,972


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (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
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
          		Employer identification number

    30-0208793
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
          		Employer identification number

    30-0208793
    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:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 93,337 56,002   37,335

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 7,102,782 7,102,782

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE EQUITIES 38,498,338 38,498,338

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    US Government Securities - End of Year Book Value:

    1,824,697
    US Government Securities - End of Year Fair Market Value:

    1,824,697
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIP INTERESTS FMV 55,404,090 55,404,090
    TAUBER HIGH VISTA FMV 0 0
    RENO ROAD PROPERTY FMV 1,152,455 1,152,455

    TY 2013 LegalFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 330,867 198,520   132,347


    TY 2013 OtherAssetsSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LAND, 4600 KING STREET, ALEXANDRIA, VA 40,343,645 41,233,143 41,233,143
    ORGANIZATIONAL COSTS 14,446 14,446 14,446


    TY 2013 OtherExpensesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES AND EXPENSES 37,329 22,397   14,932
    INSURANCE EXPENSE 1,730 1,038   692
    POSTAGE AND SHIPPING 5,911 3,547   2,364


    TY 2013 OtherIncomeSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL INCOME 41,854 41,854 41,854
    PARTNERSHIP & JV INCOME 1,463,246 1,463,246 1,463,246
    OTHER INCOME 28,398 28,398 28,398
    UBIT FROM LPS 27,967   27,967


    TY 2013 OtherIncreasesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Amount
    UNREALIZED APPRECIATION ON INVESTMENTS 4,040,012
    BOOK/TAX DIFFERENCES IN PARTNERSHIP INCOME 109,938


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL, PAYROLL TAXES AND OTHER 51,020 56,698
    DEFERRED REVENUE 513,070 513,070


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 41,106 24,664   16,442
    INVESTMENT MNGMNT & CUSTODIAL FEES 266,018 266,018   0
    ADMIN SUPPORT 291,521 291,521   0
    OTHER INVESTMENT EXPENSES 292,707 292,707   0


    TY 2013 SubstantialContributorsSch
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Name Address
    DIANE TAUBER ANNUITY TRUST III
          		6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    THE LASZLO N TAUBER REVOCABLE TRUST
          		6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852


    TY 2013 TaxesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY FOUNDATION INC
    EIN: 30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 19,821 19,821   0
    PAYROLL TAXES 8,426 5,056   3,370
    REAL ESTATE TAXES 1,027 1,027   0