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 EISENREICH FAMILY FOUNDATION
DAVID SUSSMAN
% DAVID SUSSMAN
Number and street (or P.O. box number if mail is not delivered to street address)35 JOURNAL SQUARESuite 1103Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERSEY CITY, NJ07306
A Employer identification number

13-7118478
B Telephone number (see instructions)

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$49,901,436
J 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) 1,150,942
2 Check bullet
3 Interest on savings and temporary cash investments 634,366 634,366  
4 Dividends and interest from securities...... 442,515 442,515  
5a Gross rents.............. 287,470 73,554  
b Net rental income or (loss) -31,108
6a Net gain or (loss) from sale of assets not on line 10 1,973,150
b Gross sales price for all assets on line 6a 16,425,533
7 Capital gain net income (from Part IV, line 2)... 1,971,492
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)....... 398,730 -68,518  
12 Total. Add lines 1 through 11........ 4,887,173 3,053,409  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,423 996 0 0
b Accounting fees (attach schedule)....... 5,695 2,847 0 2,848
c Other professional fees (attach schedule)....        
17 Interest............... 241,684 63,091    
18 Taxes (attach schedule) (see instructions) 15,600      
19 Depreciation (attach schedule) and depletion... 63,330 16,204  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 185,442 172,163    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 514,174 255,301 0 2,848
25 Contributions, gifts, grants paid........ 1,966,107 1,966,107
26 Total expenses and disbursements. Add lines 24 and 25 2,480,281 255,301 0 1,968,955
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,406,892
b Net investment income (if negative, enter -0-) 2,798,108
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.......... 15,252,032 17,992,711 17,992,711
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) bullet558,500
Less: allowance for doubtful accounts bullet   5,434,682 Click to see attachment558,500 558,500
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)........ 16,617,935 Click to see attachment19,603,600 23,395,940
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet2,744,351
Less: accumulated depreciation (attach schedule) bullet87,094 2,718,087 Click to see attachment2,657,257 2,744,351
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,452,263 Click to see attachment5,051,173 5,090,237
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment101,047 Click to see attachment119,697 Click to see attachment119,697
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,576,046 45,982,938 49,901,436
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)...... 2,000,000 2,000,000
22 Other liabilities (describe bullet) Click to see attachment50,228 Click to see attachment50,228
23 Total liabilities (add lines 17 through 22).......... 2,050,228 2,050,228
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......... 2,834,615 2,834,615
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 38,691,203 41,098,095
30 Total net assets or fund balances (see page 17 of the
instructions).................... 41,525,818 43,932,710
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 43,576,046 45,982,938
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 41,525,818
2 Enter amount from Part I, line 27a..................... 2 2,406,892
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 43,932,710
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 43,932,710
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 PNC 2576 SHORT TERM COVERED - SEE STATEMENT PL 2.14 P 2013-01-01 2013-12-31
b PNC 2576 LONG TERM COVERED - SEE STATEMENT PL 2.17 P 2011-01-01 2013-12-31
c PNC 2576 SHORT TERM NON COVERED - SEE STATEMENT PL 2.19 P 2013-01-01 2013-12-31
d PETER B. CANNELL & CO. SHORT TERM - ATCH PL 3.2 P 2013-01-01 2013-12-31
e PETER B. CANNELL & CO. LONG TERM - ATCH PL 3.2 P 2011-01-01 2013-12-31
US TRUST - SHORT TERM COVERED - SEE ATTACHMENT PL 4.2 P 2013-07-30 2013-12-31
VERITABLE PRIVATE EQUITY P 2011-01-01 2013-12-31
VERITABLE PRIVATE EQUITY P 2013-01-01 2013-12-31
BRIO CAPITAL P 2011-01-01 2013-12-31
BRIO CAPITAL P 2013-01-01 2013-12-31
DG VALUE PARTNERS II LP P 2011-01-01 2013-12-31
DG VALUE PARTNERS II LP P 2013-01-01 2013-12-31
ATHYIUM OPPORTUNITY P 2013-01-01 2013-12-31
VERITABLE PRIVATE EQUITY SEC 1256   2011-01-01 2013-12-31
VERITABLE PRIVATE EQUITY SEC 1231   2011-01-01 2013-12-31
LINN ENERGY SEC 1231   2011-01-01 2013-12-31
ENTERPRISE PRODUCTS SEC 1231   2011-01-01 2013-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,610,291   1,607,890 2,401
b 317,277   256,585 60,692
c 6,818     6,818
d 10,275,870   9,580,284 695,586
e 3,634,302   2,893,361 740,941
65,690   64,143 1,547
50,538     50,538
791     791
    51,335 -51,335
374,782     374,782
15,586     15,586
34,382     34,382
3,729     3,729
    443 -443
10     10
44     44
12     12
      35,411
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       2,401
b       60,692
c       6,818
d       695,586
e       740,941
      1,547
      50,538
      791
      -51,335
      374,782
      15,586
      34,382
      3,729
      -443
      10
      44
      12
       
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 1,971,492
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 2,329,828 44,350,527 0.052532
2011 1,997,915 43,923,701 0.045486
2010 1,681,094 39,960,906 0.042068
2009 773,578 32,884,838 0.023524
2008 436,970 18,752,976 0.023301
2 Total of line 1, column (d) ...................... 2 0.186911
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 0.037382
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 45,608,363
5 Multiply line 4 by line 3....................... 5 1,704,932
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 27,981
7 Add lines 5 and 6......................... 7 1,732,913
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,968,955
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 27,981
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 27,981
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 27,981
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 11,200
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 55,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,200
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 38,219
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet38,219 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
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.Click to see attachment
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)
    bulletNY
    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 addressbullet  
    14
    The books are in care ofbulletDAVID SUSSMAN Telephone no.bullet (201) 216-9500
    Located atbullet35 JOURNAL SQUARE SUITE 1103JERSEY CITYNJ ZIP+4bullet07306
    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 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
     
     
    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
     
     
    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
    DAVID SUSSMAN TRUSTEE
    0
    0 0 0
    35 JOURNAL SQUARE
    JERSEY CITY,NJ07306
    TOBY EISENREICH TRUSTEE
    0
    0 0 0
    35 JOURNAL SQUARE
    JERSEY CITY,NJ07306
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet 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
     
    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 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,280,418
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    27,981
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    27,981
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,252,437
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,252,437
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,252,437
    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 2,252,437
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,959,972
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,968,955
    a Applied to 2012, but not more than line 2a 1,959,972
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 8,983
    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 ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    2,243,454
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    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.... 0
    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.
    NA
    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
    CONGREGATION PRI HARETZ
    2013 53RD STREET
    BROOKLYN,NY11204
    NONE EXEMPT CHARITABLE 5,000
    MIKE BIRON FOUNDATION
    2 SID TAYLOR ROAD
    LAFAYETTE,NJ07848
    NONE EXEMPT CHARITABLE 1,000
    MISCELLANEOUS 1000 AND UNDER
    35 JOURNAL SQ
    JERSEY CITY,NJ07306
    NONE EXEMPT CHARITABLE 15
    YESHIVA ATERES SHMUEL OF WATERBURY
    47 BUCKINGHAM STREET
    WATERBURY,CT06710
    NONE EXEMPT CHARITABLE 500
    THE CHAIM FOUNDATION
    1310 48TH STREET 3RD FLOOR
    BROOKLYN,NY11219
    NONE EXEMPT CHARITABLE 10,000
    BONEI OLAM
    1755 46TH STREET
    BROOKLYN,NY11204
    NONE EXEMPT CHARITABLE 11,000
    SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE
    345 OAK STREET
    LAKEWOOD,NJ08701
    NONE EXEMPT CHARITABLE 36,000
    SHUL FIRE FUND
    1056 EAST 27TH STREET
    BROOKLYN,NY11210
    NONE EXEMPT CHARITABLE 10,000
    ZICHRON YAAKOV SPECIAL FUND
    C/O ARI HALPERT
    32 WALLENBERG CIRCLE
    MONSEY,NY10952
    NONE EXEMPT CHARITABLE 1,000
    THE WHITE INSTITUTE
    20 WEST 74TH STREET
    NEW YORK,NY10023
    NONE EXEMPT CHARITABLE 2,800
    AMERICAN FRIENDS OF KESHER
    919 EAST 24TH STREET
    BROOKLYN,NY11210
    NONE EXEMPT CHARITABLE 10,000
    OHR VADAAS
    972 CHESTNUT RIDGE RD
    SPRING VALLEY,NY10977
    NONE EXEMPT CHARITABLE 18,000
    PROSPECT PARK GMACH FUND
    1604 AVENUE R
    BROOKLYN,NY11229
    NONE EXEMPT CHARITABLE 1,720,000
    AMERICAN YEDIDIM
    17515 NE 7TH AVE
    N MIAMI BEACH,FL33162
    NONE EXEMPT CHARITABLE 2,400
    YESHIVA TORAH VODAATH
    425 E 9TH STREET
    BROOKLYN,NY11218
    NONE   CHARITABLE 1,000
    YESHIVA OF CENTRAL QUEENS
    147-37 70TH ROAD
    FLUSHING,NY11367
    NONE   CHARITABLE 500
    OHR NAAVA
    2201 E 23RD STREET
    BROOKLYN,NY11229
    NONE   CHARITABLE 1,000
    CAMP L'MAN ACHAI
    4405 13TH AVENUE
    BROOKLYN,NY11219
    NONE   CHARITABLE 360
    KEREN NESIVOS MOSHE
    80 BROAD STREET 29TH FLOOR
    NEW YORK,NY10004
    NONE   CHARITABLE 50,000
    MESIVTA SHAAREI ARAZIM
    52 S MAIN STREET
    SPRING VALLEY,NY10977
    NONE   CHARITABLE 460
    CHAI MITZVA
    73 MOHAWK DRIVE
    WEST HARTFORD,CT06117
    NONE   CHARITABLE 5,000
    YESHIVA OF TELSHE ALUMNI
    4904 INDEPENDENCE AVENUE
    RIVERDALE,NY10471
    NONE   CHARITABLE 1,072
    YOUNG ISRAEL OF MIDWOOD
    1694 OCEAN AVENUE
    BROOKLYN,NY11230
    NONE   CHARITABLE 5,000
    YESHIVA OHR REUVEN
    259 GRANDVIEW AVENUE
    SUFFERN,NY10901
    NONE   CHARITABLE 18,000
    CONGREGATION SHAAREI ELIEZER TORNA INC
    1880 NEW YORK AVENUE
    BROOKLYN,NY11210
    NONE   CHARITABLE 5,000
    REFUAH RESOURCES
    5904 13TH AVENUE
    BROOKLYN,NY11219
    NONE   CHARITABLE 25,000
    UGC FOUNDATION INC
    60 WILLOW DRIVE
    NEW ROCHELLE,NY10805
    NONE   CHARITABLE 5,000
    BOY SCOUTS OF AMERICA
    PO BOX 152079
    IRVING,TX75015
    NONE   CHARITABLE 1,000
    MIFAL EZRA ZICHRON YEHIDE
    481 PARK AVENUE
    BROOKLYN,NY11205
    NONE   CHARITABLE 1,000
    FREINDS OFHATIKVA INTERNATIONAL CHARTER SCHOOL
    6 E 39TH STREET 10TH FLOOR
    NEW YORK,NY10016
    NONE   CHARITABLE 5,000
    THE ALEPH INSTITUTE
    9540 COLLINS AVENUE
    SURFSIDE,FL33154
    NONE   CHARITABLE 2,000
    YAD BATYA L'KALLAH
    1256 EAST 26TH STREET
    BROOKLYN,NY11210
    NONE   CHARTIABLE 2,000
    OHR MEIR FOUNDATION
    3023 AVENUE J
    BROOKLYN,NY11210
    NONE   CHARITABLE 5,000
    THE AUTISM THINK TANK NJ
    266 KING GEORGE ROAD
    WARREN,NJ07059
    NONE   CHARITABLE 5,000
    Total .................................bullet 3a 1,966,107
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
    523000   14 634,366  
    4 Dividends and interest from securities....     14 442,515  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 -23,148 16 -7,960  
    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 .............
    523000 1,658 18 1,971,492  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aTHROUGH K-1     18 -68,518  
    bFROM K-1 PARTNERSHIP INCOME 523000 1,654      
    cBOOK - TAX DIFFERENCE FROM K-1       465,402  
    dFEDERAL EXCISE TAX REFUND       192  
    e
    12 Subtotal. Add columns (b), (d), and (e).. -19,836 3,437,489  
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,417,653
    (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 EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    Employer identification number

    13-7118478
    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 EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    Employer identification number

    13-7118478
    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
     
     

    JOEL EISENREICH  
    3322 AVE K
     
    BROOKLYN, NY11210

    $92,500


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

    AVERY EISENREICH 2011 GRANTOR CLAT  
    35 JOURNAL SQUARE SUITE 1103
     
    JERSEY CITY, NJ07306

    $382,600


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

    AE 2012 GRANTOR CLAT  
    35 JOURNAL SQUARE SUITE 1103
     
    JERSEY CITY, NJ07306

    $415,650


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

    AE 2013 GRANTOR CLAT  
    35 JOURNAL SQUARE SUITE 1103
     
    JERSEY CITY, NJ07306

    $162,620


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

    AE 2013B GRANTOR CLAT  
    35 JOURNAL SQUARE SUITE 1103
     
    JERSEY CITY, NJ07306

    $97,572


    (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 EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    Employer identification number

    13-7118478
    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 EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    Employer identification number

    13-7118478
    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 EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,695 2,847   2,848

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    TY 2013 DepreciationSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING 2012-08-16 2,467,666 23,764 M39   63,271      
    LOAN FEES 2012-08-16 40,000 4,444 SL 3        
    LAND 2012-08-16 274,185   L          
    BUILDING IMPROVMNT 2013-02-18 2,500   M39   56      

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD HEALTH CARE FUND 98,573 178,734
    POWERSHARES S&P 500 20,008 20,858
    UBS E-TRACS ALERIAN MLP 99,910 103,228
    PIMCO FDS    
    PAYDEN LOW DURATION BOND FUND 250,000 248,287
    PIMCO UNCONSTRAINED BOND FUND 671,290 642,300
    T ROWE PRICE MID CAP 28,000 36,857
    COHEN & STEERS PREFERRED    
    HARBOR FUND 75,000 112,779
    JENNISON 20/20 FOCUS 78,788 92,181
    MFS VALUE FUND CLASS I 30,172 48,787
    ISHARES TR S&P 500 129,041 196,046
    T ROWE PRICE REAL ESTATE 24,901 29,166
    TOUCHSTONE SANDS CAPITAL 50,000 62,110
    ARTISAN SMALL CAP VALUE FUND 31,000 34,144
    PNC LTD MATURITY BOND FUND 673,543 689,501
    T ROWE PRICE ST BOND FUND 693,419 684,007
    ISHARES TR MSCI EMERGING MKTS 78,145 77,321
    FIDELITY ADVISOR FLOATING HIGH 600,000 608,271
    BLACKROCK FD EQUITY DIVD INSTI 21,651 29,586
    T ROWE PRICE INSTITUTIONAL 571,298 578,012
    DRIEHAUS ACTIVE INCOME FUND 285,000 274,735
    EATON VANCE GLOBAL MACRO 277,765 261,891
    PIMCO COMMODITY REALRETURN 290,000 172,798
    ISHARES JPMORGAN EMERGING MKT 19,417 17,738
    BLACKROCK STRATEGIC INCOME 699,469 707,584
    JPMORGAN VALUE ADVANTAGE-INS 45,000 48,753
    LAZARD GLOBAL LISTED INFRASTRU 37,285 39,300
    PNC BANK EQUITIES-ATCH 10.11 3,368,371 4,266,944
    PETERCANNELL EQUITIESATC 10.12 9,361,250 12,082,133
    US TRUST ATC 10.19 329,304 370,041
    OZOFII ACCESS LTD CL H 666,000 681,848

    TY 2013 InvestmentsLandSchedule2
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING IMPROVMNT 2,500 56 2,444  

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BRIO CAPITAL L.P. AT COST 3,064,946 3,064,946
    VERITABLE EQUITY PARTNERS AT COST 519,798 519,798
    ENTERPRISE PRODUCT PARTNERS AT COST 26,335 55,692
    LINN ENERGY LLC AT COST 11,846 21,553
    ATHYRIUM OPPORTUNITIES FUND AT COST 272,577 272,577
    DYAL OFFSHORE INVESTORS LLC AT COST 420,626 420,626
    DG VALUE PARTNERS II LP AT COST 635,045 635,045
    MAVERICK AT COST 100,000 100,000

    TY 2013 LandEtcSchedule2
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 LegalFeesSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,423 996    


    TY 2013 OtherAssetsSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM BROKER 34,811 25,724 25,724
    LOAN FEES 40,000 40,000 40,000
    LESS: ACCUMULATED AMORTIZATION -4,444 -17,777 -17,777
    EXCHANGE 30,680 500 500
    DUE FROM VERITABLE   71,250 71,250


    TY 2013 OtherExpensesSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 142,136 142,136    
    PORTFOLIO DEDUCTIONS FROM K-1 25,976 25,976    
    OTHER EXPENSES - K-1 640 640    
    SECTION 59(E)(2) EXPENSES 3,346      
    SECTION 179 11      
    AMORTIZATION   3,411    
    Rent and Royalty Expense 13,333      


    TY 2013 OtherIncomeSchedule2
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VERITABLE PRIVATE EQUITY PARTNERS L.P. -112 -1,766  
    BRIO CAPITAL, L.P. -74,954 -74,954  
    VERITABLE PRIVATE EQUITY PARTNERS OTHER INCOME 78 78  
    ENTERPRISE PRODUCTS PARTNERS L.P. -3,032 -3,032  
    LINN ENERGY LLC 1,828 1,828  
    FEDERAL EXCISE TAX REFUND 192    
    DG VALUE PARTNERS II LP OTHER INCOME 2,201 2,201  
    US TRUST OTHER INCOME 7,127 7,127  
    BOOK - TAX DIFFERENCE FROM K-1 465,402    


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT PAYABLE 50,228 50,228


    TY 2013 OtherNotesLoansRcvblShortSch2
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Name of 501(c)(3) Organization Balance Due
    FAIRLAKE STREET CAPITAL LLC
     
    558,500
    FAIRLAKE STREET CAPITAL LLC
     
    0


    TY 2013 TaxesSchedule
    Name:
    THE EISENREICH FAMILY FOUNDATION
    DAVID SUSSMAN
    EIN: 13-7118478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 8,997      
    FEDERAL EXCISE TAX 6,603      
    REAL ESTATE TAX