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
Posner-Wallace Foundation
 
% FOUNDATION SOURCE
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6037555
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$5,211,935J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments 119 119  
4 Dividends and interest from securities...... 124,486 118,441  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 172,663
b Gross sales price for all assets on line 6a 1,373,185
7 Capital gain net income (from Part IV, line 2)... 176,036
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 35,175 35,175  
12 Total. Add lines 1 through 11........ 332,443 329,771  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000     30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 8,650 8,650    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 10,976 376    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,598 942   1,656
22 Printing and publications.......... 132     132
23 Other expenses (attach schedule)....... Click to see attachment 24,639 312   24,327
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,995 10,280   56,115
25 Contributions, gifts, grants paid........ 229,990 229,990
26 Total expenses and disbursements. Add lines 24 and 25 306,985 10,280   286,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,458
b Net investment income (if negative, enter -0-) 319,491
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.......... 325,870 578,141 578,141
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) bullet630,000
Less: allowance for doubtful accounts bullet   600,000 Click to see attachment630,000 630,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 138,726 Click to see attachment128,613 118,815
b Investments—corporate stock (attach schedule)........ 3,229,991 Click to see attachment3,013,695 3,884,979
c Investments—corporate bonds (attach schedule)........ 30,004    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,324,591 4,350,449 5,211,935
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,324,591 4,350,449
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,324,591 4,350,449
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,324,591 4,350,449
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 4,324,591
2 Enter amount from Part I, line 27a..................... 2 25,458
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 400
4 Add lines 1, 2, and 3.......................... 4 4,350,449
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 4,350,449
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 Publicly-traded Securities      
b
c
d
e
(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 1,373,185   1,197,149 176,036
b
c
d
e
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       176,036
b
c
d
e
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 2 176,036
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 218,257 4,282,479 0.050965
2011 234,988 3,412,766 0.068856
2010 199,190 2,939,492 0.067763
2009 159,880 2,172,823 0.073582
2008 119,393 2,001,152 0.059662
2 Total of line 1, column (d) ...................... 2 0.320828
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 0.064166
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,093,285
5 Multiply line 4 by line 3....................... 5 326,816
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,195
7 Add lines 5 and 6......................... 7 330,011
8 Enter qualifying distributions from Part XII, line 4.............. 8 286,105
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 6,390
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 6,390
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 6,390
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 13,058
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 13,058
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 6,668
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet6,400 RefundedBullet 11 268
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    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
    Yes
     
    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 ofbulletFOUNDATION SOURCE Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    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
    Suzanne M Cohen Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Diana Erbsen Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    James R Posner Pres / Trustee
    1.0     		30,000    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nicholas Posner Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jill Prosky Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Elisabeth Posner Schouten Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Rachel C Smith Sec / Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    254,664
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,390
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,390
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    248,274
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    400
    5
    Add lines 3 and 4............................
    5
    248,674
    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
    248,674
    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 7 248,674
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 18,157
    b From 2009....... 52,519
    c From 2010....... 53,969
    d From 2011....... 74,902
    e From 2012....... 8,107
    fTotal of lines 3a through e......... 207,654
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 286,105
    a Applied to 2012, but not more than line 2a  
    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..... 248,674
    e Remaining amount distributed out of corpus 37,431
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 245,085
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		18,157
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		226,928
    10 Analysis of line 9:
    a Excess from 2009.... 52,519
    b Excess from 2010.... 53,969
    c Excess from 2011.... 74,902
    d Excess from 2012.... 8,107
    e Excess from 2013.... 37,431
    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).)
    NONE
    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
    501CTECH INC
    2001 S ST NW STE 630
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 1,500
    826 SEATTLE
    8414 GREENWOOD AVE N
    SEATTLE,WA98103     		N/A PC General & Unrestricted 250
    ABRAHAM FUND INC
    9 E 45TH ST FL 7
    NEW YORK,NY10017     		N/A PC General & Unrestricted 2,000
    ACHILLES INTERNATIONAL INC
    42 W 38TH ST STE 400
    NEW YORK,NY10018     		N/A PC General & Unrestricted 800
    ACTION WITHOUT BORDERS INC
    302 5TH AVE FL 11
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    ALLIANCE FOUNDATION
    PO BOX 480384
    DENVER,CO80248     		N/A PC General & Unrestricted 250
    AMERICAN CONSERVATORY THEATRE FOUNDATION
    30 GRANT AVE FL 7
    SAN FRANCISCO,CA94108     		N/A PC Women's Leadership Project: Women's Leadership in Residential Theaters study 400
    AMERICAN HEART ASSOCIATION INC - SF division
    120 MONTGOMERY ST STE 1650
    SAN FRANCISCO,CA94104     		N/A PC General & Unrestricted 400
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    711 3RD AVE
    NEW YORK,NY10017     		N/A PC General & Unrestricted 2,500
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC general operating support 5,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 97089
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 1,000
    AMERICAN UNIVERSITY-- WAMU 885
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 300
    AMHERST COLLEGE TRUSTEES
    PO BOX 5000
    AMHERST,MA01002     		N/A PC General & Unrestricted 800
    AMNESTY INTERNATIONAL OF THE USA INC
    5 PENN PLZ FL 16
    NEW YORK,NY10001     		N/A PC General & Unrestricted 250
    ANIMAL LEGAL DEFENSE FUND
    170 E COTATI AVE
    COTATI,CA94931     		N/A PC General & Unrestricted 200
    ANIMAL PROTECTION SOCIETY-FRIDAY HARBOR
    PO BOX 1355
    FRIDAY HARBOR,WA98250     		N/A PC the care and feeding of Charley, the border collie/lab mix, and other animals in care of the APS-FH 400
    ART WITH HEART
    PO BOX 94402
    SEATTLE,WA98124     		N/A PC General & Unrestricted 250
    ARTIST TRUST
    1835 12TH AVE
    SEATTLE,WA98122     		N/A PC General & Unrestricted 250
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		N/A PC Ashoka fellows in Central America and general operations 2,000
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		N/A PC Ashoka fellows in Israel 3,000
    ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE
    450 7TH AVE
    NEW YORK,NY10123     		N/A PC General & Unrestricted 400
    BALLARD FOOD BANK
    5130 LEARY AVE NW
    SEATTLE,WA98107     		N/A PC General & Unrestricted 1,000
    BALLET HISPANICO OF NEW YORK
    167 W 89TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    BALLET TECH FOUNDATION INC
    890 BROADWAY FL 8
    NEW YORK,NY10003     		N/A PC General & Unrestricted 1,000
    BEEBE MEDICAL CENTER INC
    424 SAVANNAH RD
    LEWES,DE19958     		N/A PC General & Unrestricted 200
    BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
    330 7TH AVE STE 1902
    NEW YORK,NY10001     		N/A PC General & Unrestricted 800
    BETHESDA CHEVY CHASE RESCUE SQUAD INC
    5020 BATTERY LN
    BETHESDA,MD20814     		N/A PC General & Unrestricted 1,000
    BRAIN INJURY ASSOCIATION OF MARYLAND INC
    2200 KERNAN DR RM T810
    BALTIMORE,MD21207     		N/A PC General & Unrestricted 1,000
    BREAD FOR THE CITY INC
    1525 7TH ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		N/A PC General & Unrestricted 2,500
    CAPITAL HOSPICE
    2900 TELESTAR CT
    FALLS CHURCH,VA22042     		N/A PC Capital Caring - D.C. Division 1,000
    CAPITAL SISTERS INTERNATIONAL INC
    227 LAMB LN
    GOLDEN,CO80401     		N/A PC General & Unrestricted 400
    CARINGBRIDGE
    1715 YANKEE DOODLE RD STE 301
    EAGAN,MN55121     		N/A PC General & Unrestricted 250
    CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA
    515 M ST SE bldg 74
    WASHINGTON,DC20003     		N/A PC General & Unrestricted 500
    CATHEDRAL CHURCH OF ST JOHN THE DIVINE
    1047 AMSTERDAM AVE
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
    100 23RD AVE S
    SEATTLE,WA98144     		N/A PC Youth Tutoring Program: Read-A-Thon-Yesler Terrace Campaign 250
    CENTRAL DISTRICT FORUM FOR ARTS AND IDEAS
    PO BOX 22824
    SEATTLE,WA98122     		N/A PC General & Unrestricted 350
    CHABAD OF RANCHO MIRAGE-THE TORAH OASIS
    72295 VIA MARTA
    RANCHO MIRAGE,CA92270     		N/A PC General & Unrestricted 360
    CHARITY GLOBAL INC - CHARITY WATER
    200 VARICK ST
    NEW YORK,NY10014     		N/A PC General & Unrestricted 250
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PC General & Unrestricted 500
    CHICAGO DRAMATISTS
    1105 W CHICAGO AVE
    CHICAGO,IL60642     		N/A PC General & Unrestricted 400
    CHILDRENS HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010     		N/A PC General & Unrestricted 1,000
    CHILDRENS HOSPITAL COLORADO
    13123 E 16TH AVE
    AURORA,CO80045     		N/A PC General & Unrestricted 400
    CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC rebuilding the church Campaign 250
    CITY HARVEST INC
    6 E 32ND ST FL 5
    NEW YORK,NY10016     		N/A PC General & Unrestricted 1,000
    CITY OF DREAMS
    PO BOX 77007
    SAN FRANCISCO,CA94107     		N/A PC General & Unrestricted 400
    CODE FOR AMERICA LABS
    156 9TH ST
    SAN FRANCISCO,CA94103     		N/A PC General & Unrestricted 400
    COMMITTEE TO PROTECT JOURNALISTS INC
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 300
    COMPASSION AND CHOICES
    PO BOX 101810
    DENVER,CO80250     		N/A PC General & Unrestricted 1,000
    CONGREGATION BNAI JESHURUN
    2109 BROADWAY
    NEW YORK,NY10023     		N/A PC General & Unrestricted 2,000
    CORBINDANCES INC
    196 W 134TH ST
    NEW YORK,NY10030     		N/A PC General & Unrestricted 500
    CORNERSTONE THEATER COMPANY INC
    708 TRACTION AVE
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 250
    COURT APPOINTED SPECIAL ADVOCATES INC
    48 WALL ST 11TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    COVENANT HOUSE WASHINGTON DC
    2001 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		N/A PC General & Unrestricted 1,000
    DAWN - DOMESTIC ABUSE WOMENS NETWORK
    PO BOX 88007
    TUKWILA,WA98138     		N/A PC General & Unrestricted 350
    DENVER DUMB FRIENDS LEAGUE
    2080 S QUEBEC ST
    DENVER,CO80231     		N/A PC General & Unrestricted 250
    DEUTSCHE BANK MICROCREDIT DEVELOPMENT FUND INC
    60 WALL ST MSNYC 60-21
    NEW YORK,NY10005     		N/A PC General & Unrestricted 2,000
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA17013     		N/A PC General & Unrestricted 400
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA17013     		N/A PC Annual fund for class of 1960 500
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE
    NEW YORK,NY10001     		N/A PC General & Unrestricted 6,000
    DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		N/A PC General & Unrestricted 2,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 3,000
    DOWN SYNDROME RESEARCH AND TREATMENT FOUNDATION
    225 CEDAR HILL ST
    MARLBORO,MA01752     		N/A PC General & Unrestricted 400
    DRISHA INSTITUTE FOR JEWISH EDUCATION INC
    37 W 65TH ST FL 5
    NEW YORK,NY10023     		N/A PC General & Unrestricted 250
    EAST CAROLINA UNIVERSITY FOUNDATION INC
    2200 S CHARLES BLVD STE 1100
    GREENVILLE,NC27858     		N/A PC General & Unrestricted 250
    ECHO HILL CAMPERSHIP FUND
    PO BOX 5923
    BETHESDA,MD20824     		N/A PC General & Unrestricted 400
    EL CENTRO DE LA RAZA
    2524 16TH AVE S
    SEATTLE,WA98144     		N/A PC General & Unrestricted 250
    E KAUFMAN CTR-LUCY MOSES SCHOOL For music & dance
    129 W 67TH ST
    NEW YORK,NY10023     		N/A PC Nashir! Rottenberg Chorale 200
    FEEDING AMERICA
    35 E WACKER DR STE 2000
    CHICAGO,IL60601     		N/A PC General & Unrestricted 1,500
    FINCA INTERNATIONAL INC
    1201 15TH ST N W 8TH FL
    WASHINGTON,DC20005     		N/A PC Central America Project 2,000
    FLORENCE CRITTENTON SERVICES OF SAN FRANCISCO
    1101 MASONIC AVE
    SAN FRANCISCO,CA94117     		N/A PC General & Unrestricted 400
    FOOD & FRIENDS INC
    219 RIGGS RD NE
    WASHINGTON,DC20011     		N/A PC General & Unrestricted 400
    FORWARD ASSOC INC
    125 MAIDEN LN
    NEW YORK,NY10038     		N/A PC General & Unrestricted 400
    FOUNDATION CENTER
    79 5TH AVE 2ND FL
    NEW YORK,NY10003     		N/A PC WASH funders efforts for greater awareness & social impact Campaign 1,000
    FOUNDATION CENTER
    79 5TH AVE 2ND FL
    NEW YORK,NY10003     		N/A PC general operating support 2,000
    FDN FOR CONSERVATIVE MASORTI-JUDAISM IN ISRael
    475 RIVERSIDE DR STE 832
    NEW YORK,NY10115     		N/A PC Congregation Moreshet Yisrael in Jerusalem 360
    FOUNDATION FOR PUBLIC BROADCASTING IN GEORGIA INC
    260 14TH ST NW
    ATLANTA,GA30318     		N/A PC General & Unrestricted 250
    FOUNDRY THEATRE INC
    140-142 2ND AVE STE 405
    NEW YORK,NY10003     		N/A PC General & Unrestricted 400
    FRESH AIR FUND
    633 3RD AVE
    NEW YORK,NY10017     		N/A PC General & Unrestricted 500
    FRESH AIR FUND
    633 3RD AVE
    NEW YORK,NY10017     		N/A PC year-end gift Campaign 500
    FRIENDS OF KEXP
    113 DEXTER AVE N
    SEATTLE,WA98109     		N/A PC General & Unrestricted 400
    FRIENDS OF THE ARAVA INSTITUTE LTD
    179 BOYLSTON ST BLDG P 3RD FL
    JAMAICA PLAINS,MA02130     		N/A PC General & Unrestricted 500
    FRIENDS OF THE SOUTH COASTAL LIBRARY INC
    PO BOX 1617
    BETHANY BEACH,DE19930     		N/A PC General & Unrestricted 250
    GIRLS INCORPORATED OF NEW YORK CITY
    120 WALL ST STE 1804
    NEW YORK,NY10005     		N/A PC General & Unrestricted 1,000
    GODS LOVE WE DELIVER INC
    630 FLUSHING AVE
    BROOKLYN,NY11206     		N/A PC General & Unrestricted 2,000
    GOUCHER COLLEGE
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204     		N/A PC General & Unrestricted 100
    GREATER WA EDUCATIONAL TELECOMMUNICATIONS assn
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A PC General & Unrestricted 1,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HTS,NY10598     		N/A PC General & Unrestricted 3,000
    HADASSAH THE WOMENS ZIONIST ORG OF AMERICa
    50 W 58TH ST
    NEW YORK,NY10019     		N/A PC General & Unrestricted 1,000
    HADASSAH THE WOMENS ZIONIST ORG OF AMERICa
    50 W 58TH ST
    NEW YORK,NY10019     		N/A PC Hadassah Academic College (HAC) in Jerusalem 3,000
    HADASSAH THE WOMENS ZIONIST ORG OF AMERICa
    50 W 58TH ST
    NEW YORK,NY10019     		N/A PC Young Judaea general operating support 1,000
    HARVARD COLLEGE
    124 MOUNT AUBURN ST 4TH FL
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 400
    HARVARD UNIVERSITY-RADCLIFFE INST FOR ADV study
    10 GARDEN ST
    CAMBRIDGE,MA02138     		N/A PC Schlesinger Library at the Radcliffe Institute 400
    HAZON INC
    125 MAIDEN LN RM 8B
    NEW YORK,NY10038     		N/A PC StorahTelling and your broad array of outreach training & performance programs 1,500
    HEBREW HOME OF GREATER WASHINGTON INC
    6121 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 250
    HENRY GALLERY ASSOCIATION INC
    PO BOX 351410
    SEATTLE,WA98195     		N/A PC General & Unrestricted 250
    HOLLINS UNIVERSITY CORPORATION
    PO BOX 9629
    ROANOKE,VA24020     		N/A PC General & Unrestricted 500
    HOME CARE PARTNERS INC
    1234 MASSACHUSETTS AVE NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 400
    HOUSE OF RUTH
    5 THOMAS CIR NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 400
    HOWARD UNIVERSITY - WHUT
    2225 GEORGIA AVE NW STE 901
    WASHINGTON,DC20059     		N/A PC General & Unrestricted 250
    HOWARD UNIVERSITY - WHUT
    2225 GEORGIA AVE NW STE 901
    WASHINGTON,DC20059     		N/A PC WHUT Division 150
    HUMANE SOCIETY FOR SEATTLE-KING CO
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005     		N/A PC General & Unrestricted 250
    HUMANITIES WASHINGTON
    1015 8TH AVE N NO B
    SEATTLE,WA98109     		N/A PC General & Unrestricted 400
    I EARN INC
    475 RIVERSIDE DR ste 450
    NEW YORK,NY10115     		N/A PC General & Unrestricted 1,000
    IMPACTASSETS INC
    7315 WISCONSIN AVE STE 1000W
    BETHESDA,MD20814     		N/A PC Irving Wallace Giving Fund 25,000
    INTERFAITH WORKS INC
    114 W MONTGOMERY AVE
    ROCKVILLE,MD20850     		N/A PC General & Unrestricted 150
    INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
    229 W 97TH ST STE 1B
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A PC General & Unrestricted 3,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A PC New Roots in Seattle, New York and Washington, DC 2,000
    INTERNATIONAL SEPHARDIC EDUCATION FOUNDATION
    520 8TH AVE FL 4
    NEW YORK,NY10018     		N/A PC General & Unrestricted 400
    IONA SENIOR SERVICES
    4125 ALBEMARLE ST NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 1,500
    JACK STRAW FOUNDATION
    4261 ROOSEVELT WAY NE
    SEATTLE,WA98105     		N/A PC General & Unrestricted 250
    JEWISH COMMUNITY CENTER OF GREATER WASHINGTON INC
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 400
    JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON
    12320 PARKLAWN DR
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 1,500
    JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON
    701 4TH ST NW STE 200
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 200
    JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC
    42 E 69TH ST
    NEW YORK,NY10021     		N/A PC General & Unrestricted 1,500
    JEWISH ORTHODOX FEMINIST ALLIANCE INC
    520 8TH AVE 4TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 400
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 1,000
    JEWISH WOMEN'S ARCHIVE INC
    ONE HARVARD ST
    BROOKLINE,MA02446     		N/A PC General & Unrestricted 360
    JOSE LIMON DANCE FOUNDATION
    307 W 38TH ST RM 1105
    NEW YORK,NY10018     		N/A PC General & Unrestricted 400
    JUVENILE LAW CENTER
    1315 WALNUT ST STE 400
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 300
    KCTS TELEVISION
    401 MERCER ST
    SEATTLE,WA98109     		N/A PC General & Unrestricted 250
    KQED INC
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 400
    KQED INC
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110     		N/A PC kqed Radio 400
    LANDESA
    1424 4TH AVE STE 300
    SEATTLE,WA98101     		N/A PC General & Unrestricted 2,000
    LEGAL AID FOR WASHINGTON FUND
    1325 4TH AVE STE 1335
    SEATTLE,WA98101     		N/A PC General & Unrestricted 1,500
    LEGAL AID SOCIETY
    199 WATER ST
    NEW YORK,NY10038     		N/A PC General & Unrestricted 1,500
    LIGHTHOUSE FOR THE BLIND INC
    2501 S PLUM ST
    SEATTLE,WA98144     		N/A PC General & Unrestricted 250
    LOW VISION CENTER INC OF MONTGOMERY COUNTY Md
    4905 DEL RAY AVE STE 504
    BETHESDA,MD20814     		N/A PC General & Unrestricted 150
    LUBUTO LIBRARY PROJECT INC
    5614 CONNECTICUT AVE NW STE 368
    WASHINGTON,DC20015     		N/A PC General & Unrestricted 1,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
    400 HAMILTON AVE
    PALO ALTO,CA94301     		N/A PC General & Unrestricted 400
    MANNA FOOD CENTER INC
    9311 GAITHER RD
    GAITHERSBURG,MD20877     		N/A PC General & Unrestricted 400
    MARKET FOUNDATION
    85 PIKE ST STE 500
    SEATTLE,WA98101     		N/A PC General & Unrestricted 3,000
    MARTHAS TABLE
    2114 14TH ST NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 1,000
    MAZON INC A JEWISH RESPONSE TO HUNGER
    10495 SANTA MONICA BLVD STE 100
    LOS ANGELES,CA90025     		N/A PC General & Unrestricted 3,500
    MIRROR STAGE
    2212 QUEEN ANNE AVE N 294
    SEATTLE,WA98109     		N/A PC General & Unrestricted 5,000
    MOMS AGAINST HUNGER
    2104 UNDERWOOD RD
    LA PORTE,TX77571     		N/A PC General & Unrestricted 1,000
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    MONTEREY,CA93940     		N/A PC General & Unrestricted 400
    MONTGOMERY HOSPICE INC
    1355 PICCARD DR STE 100
    ROCKVILLE,MD20850     		N/A PC General & Unrestricted 250
    MOVING TRADITIONS
    115 W AVE STE 102
    JENKINTOWN,PA19046     		N/A PC General & Unrestricted 400
    MPT FOUNDATION INC
    11767 OWINGS MILLS BLVD
    OWINGS MILLS,MD21117     		N/A PC General & Unrestricted 250
    MS FOUNDATION FOR WOMEN INC
    12 METROTECH CENTER 26TH FL
    BROOKLYN,NY11201     		N/A PC Asian Women Giving Circle 100
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019     		N/A PC General & Unrestricted 250
    MY NEW RED SHOES
    330 TWIN DOLPHIN DR
    REDWOOD CITY,CA94065     		N/A PC General & Unrestricted 400
    MYOTONIC DYSTROPHY FOUNDATION
    10016 FOOTHILLS BLVD STE 130
    ROSEVILLE,CA95747     		N/A PC General & Unrestricted 400
    NATIONAL EMPLOYMENT LAW PROJECT
    75 MAIDEN LN RM 601
    NEW YORK,NY10038     		N/A PC priority programs to help low-wage workers; preserve food stamps; and other infrastructure/sustainability efforts 1,000
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 170280
    BOSTON,MA02117     		N/A PC General & Unrestricted 400
    NATURE CONSERVANCY
    4245 N FAIRFAX DR
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 250
    NEW DRAMATISTS INC
    424 W 44TH ST
    NEW YORK,NY10036     		N/A PC General & Unrestricted 350
    NEW ISRAEL FUND
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A PC Shatil Fund; new cities program; and general administration support 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013     		N/A PC General & Unrestricted 350
    NEW YORK RESTORATION PROJECT
    254 W 31ST ST FL 10
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,250
    NEW YORK THEOLOGICAL SEMINARY
    475 RIVERSIDE DR STE 500
    NEW YORK,NY10115     		N/A PC north campus Program 2,000
    NEW YORK UNIVERSITY
    726 BROADWAY - 2ND FL - RM 238
    NEW YORK,NY10003     		N/A PC General & Unrestricted 400
    NONPROFIT FINANCE FUND
    70 W 36TH ST FL 11
    NEW YORK,NY10018     		N/A PC General & Unrestricted 500
    NONPROFIT FINANCE FUND
    70 W 36TH ST FL 11
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,500
    NONPROFIT FINANCE FUND
    70 W 36TH ST FL 11
    NEW YORK,NY10018     		N/A PC expand range of financial tools and financing arrangements for "social impact" investors 2,750
    NORDIC HERITAGE MUSEUM FOUNDATION
    3014 NW 67TH ST
    SEATTLE,WA98117     		N/A PC General & Unrestricted 250
    NORTH STAR FUND INC
    520 8TH AVE 22ND FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,000
    NORTHEASTERN UNIVERSITY SCHOOL OF LAW
    400 HUNTINGTON AVE
    BOSTON,MA02115     		N/A PC General & Unrestricted 1,500
    NORTHWEST AFRICAN AMERICAN MUSEUM INC
    2300 S MASSACHUSSETTS ST
    SEATTLE,WA98144     		N/A PC General & Unrestricted 250
    NORTHWEST HARVEST E M M
    PO BOX 12272
    SEATTLE,WA98102     		N/A PC General & Unrestricted 2,500
    ON THE BOARDS
    PO BOX 19515
    SEATTLE,WA98109     		N/A PC General & Unrestricted 400
    P E F ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVE STE 607
    NEW YORK,NY10017     		N/A PC Open Door of the Israel Family Planning Association 1,000
    P E F ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVE STE 607
    NEW YORK,NY10017     		N/A PC Al Manarah in Nazareth, Inter-religious coordinating Council, Israel Free Loan Association and Shilo Family Planning 1,800
    PACIFIC LUTHERAN UNIVERSITY KPLU Radio Division
    2601 4TH AVE STE 150
    SEATTLE,WA98121     		N/A PC General & Unrestricted 250
    PENCILS OF PROMISE INCORPORATED
    37 W 28TH ST 3RD FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 400
    PENINSULA HUMANE SOCIETY & SPCA
    1450 ROLLINS RD
    BURLINGAME,CA94010     		N/A PC General & Unrestricted 400
    PETS FOR VETS INC
    409 BLACK DIAMOND DR
    WILMINGTON,NC28411     		N/A PC General & Unrestricted 100
    PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED
    ONE N HARVARD YARD
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 300
    PLANNED PARENTHOOD ASSn OF METROPOLITAN DC
    1108 16TH ST NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 400
    PLANNED PARENTHOOD OF THE GREAT NORTHWEST
    2001 E MADISON ST
    SEATTLE,WA98122     		N/A PC General & Unrestricted 400
    PRINCETON UNIVERSITY - ANNUAL GIVING
    GIFT RECORDS BOX 5357
    PRINCETON,NJ08543     		N/A PC General & Unrestricted 800
    PROJECT ENTERPRISE
    144 W 125TH ST FL 4
    NEW YORK,NY10027     		N/A PC General & Unrestricted 1,000
    QUEEN ANNE HELPLINE INC
    311 W MCGRAW ST
    SEATTLE,WA98119     		N/A PC General & Unrestricted 400
    RACHAELS WOMENS CENTER
    1222 11TH ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    RADIO BILINGUE INC
    5005 E BELMONT AVE
    FRESNO,CA93727     		N/A PC General & Unrestricted 2,000
    RECONSTRUCTIONIST RABBINICAL COLLEGE
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A PC General & Unrestricted 1,000
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DR
    SAN JOSE,CA95131     		N/A PC General & Unrestricted 400
    RICHARD HUGO HOUSE
    1634 11TH AVE
    SEATTLE,WA98122     		N/A PC General & Unrestricted 250
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC General & Unrestricted 500
    ROMAN CATHOLIC CHURCH OF THE ASCENSION
    221 W 107TH ST
    NEW YORK,NY10025     		N/A PC General & Unrestricted 750
    RONALD MCDONALD HOUSE OF SAN FRANCISCO INC
    1640 SCOTT ST
    SAN FRANCISCO,CA94115     		N/A PC General & Unrestricted 400
    ROUND HOUSE THEATRE INC
    4545 E W HWY
    BETHESDA,MD20814     		N/A PC General & Unrestricted 400
    SALISBURY UNIVERSITY FOUNDATION INC
    PO BOX 2655
    SALISBURY,MD21802     		N/A PC WSCL public radio Project 150
    SALISBURY UNIVERSITY FOUNDATION INC
    PO BOX 2655
    SALISBURY,MD21802     		N/A PC WSCL public radio Project 200
    SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION
    3401 CSM DR
    SAN MATEO,CA94402     		N/A PC Radio Programming Division 400
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		N/A PC General & Unrestricted 400
    SAVE THE BAY
    1330 BROADWAY
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    SEATTLE ART MUSEUM
    1300 1ST AVE
    SEATTLE,WA98101     		N/A PC General & Unrestricted 200
    SEATTLE ARTS AND LECTURES INC
    205 S FINDLAY ST
    SEATTLE,WA98108     		N/A PC General & Unrestricted 250
    SEATTLE EDUCATION ACCESS
    6920 ROOSEVELT WAY NE STE 355
    SEATTLE,WA98115     		N/A PC General & Unrestricted 250
    SEATTLE SCENIC STUDIOS
    PO BOX 46313
    SEATTLE,WA98146     		N/A PC General & Unrestricted 400
    SEATTLE UNIVERSITY FOUNDATION
    901 12TH AVE PO BOX 222000
    SEATTLE,WA98122     		N/A PC Institue of Public Service: Master of Nonprofit Leadership program 250
    SECOND HARVEST FOOD BNK OF SANTA CLARA & SAN MAteo
    750 CURTNER AVE
    SAN JOSE,CA95125     		N/A PC General & Unrestricted 500
    SHAKESPEARE THEATRE
    516 8TH ST SE
    WASHINGTON,DC20003     		N/A PC General & Unrestricted 150
    SHUNPIKE ARTS COLLECTIVE dba SHUNPIKE
    3518 FREMONT AVE N BOX 118
    SEATTLE,WA98103     		N/A PC General & Unrestricted 350
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Posner-Wallace Scholarship Fund 1,000
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DR SW
    WASHINGTON,DC20560     		N/A PC General & Unrestricted 250
    SOME INC
    60 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    ST ANNS CORNER OF HARM REDUCTION INC
    310 WALTON AVE STE 201
    BRONX,NY10451     		N/A PC General & Unrestricted 200
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		N/A PC General & Unrestricted 400
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER AVE
    MONROVIA,CA91016     		N/A PC General & Unrestricted 400
    STRATHMORE HALL FOUNDATION INC
    5301 TUCKERMAN LN
    N BETHESDA,MD20852     		N/A PC General & Unrestricted 250
    STS CONSTANTINE AND HELEN ROMANIAN ORTHODOX CHURCH
    664 DICKENS RD NW
    LILBURN,GA30047     		N/A PC General & Unrestricted 400
    STUDIO THEATRE INC
    1501 14TH ST NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 250
    SUPER LEADERS INCORPORATED
    2127 G ST NW STE 303
    WASHINGTON,DC20052     		N/A PC General & Unrestricted 1,000
    THE ASPEN INSTITUTE INC
    PO BOX 222
    QUEENSTOWN,MD21658     		N/A PC General & Unrestricted 300
    THE ASPEN INSTITUTE INC
    PO BOX 222
    QUEENSTOWN,MD21658     		N/A PC Justice & Society Program 300
    THE JEWISH FEDERATION OF GREATER WASHINGTON INC
    6101 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 1,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		N/A PC General & Unrestricted 250
    THE SCHECHTER INSTITUTES INC
    2300 COMPUTER AVE NO D-18
    WILLOW GROVE,PA19090     		N/A PC General & Unrestricted 1,000
    THE SHEPHERDS TABLE INC
    8210 DIXON AVE STE A
    SILVER SPRING,MD20910     		N/A PC General & Unrestricted 500
    THEATRE PUGET SOUND
    PO BOX 19643
    SEATTLE,WA98109     		N/A PC General & Unrestricted 250
    THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT
    1 GLOBAL PL
    GLENDALE,AZ85306     		N/A PC General & Unrestricted 400
    TRANSLATORS WITHOUT BORDERS-US INC
    30 MAIN ST
    DANBURY,CT06810     		N/A PC General & Unrestricted 5,000
    TREEHOUSE
    2100 24TH AVE S STE 200
    SEATTLE,WA98144     		N/A PC General & Unrestricted 400
    TRUSTEES OF THE CORCORAN GALLERY OF ART
    510 17TH ST NW
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 250
    TRUSTEES OF THE SMITH COLLEGE
    33 ELM ST
    NORTHAMPTON,MA01063     		N/A PC General & Unrestricted 400
    U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
    2231 CRYSTAL DR STE 350
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 250
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTH of ny
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 1,000
    UNITED METHODIST CHURCH & ITS AFFILIATED ORG's
    PO BOX 9068
    NEW YORK,NY10087     		N/A PC General & Unrestricted 400
    UNITED WAY OF FORSYTH COUNTY INC
    PO BOX 1350
    CUMMING,GA30028     		N/A PC General & Unrestricted 400
    UNITED WAY OF THE NATIONAL CAPITAL AREA
    1577 SPRING HILL RD STE 420
    VIENNA,VA22182     		N/A PC Washington DC and Montgomery County MD 1,000
    UNIVERSITY OF WASHINGTON-BOTHELL CAMPUS
    BOX 358544
    BOTHELL,WA98011     		N/A PC School of Interdisciplinary Arts & Science: MACS program 500
    VILLAGE HARVEST CORPORATION
    PO BOX 9231
    SAN JOSE,CA95157     		N/A PC General & Unrestricted 400
    WASHINGTON AREA WOMENS FOUNDATION INC
    1411 K ST NW STE 800
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,000
    WASHINGTON Dc JEWISH COMMUNITY Center
    1529 16TH ST NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 500
    WASHINGTON HEBREW CONGREGATION
    3935 MACOMB ST NW
    WASHINGTON,DC20016     		N/A PC community outreach programs 360
    WASHINGTON JESUIT ACADEMY
    900 VARNUM ST NE
    WASHINGTON,DC20017     		N/A PC General & Unrestricted 5,000
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC West Side Campaign Against Hunger 1,500
    WEST SIDE HATZOLOH
    131 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 400
    WEST SIDE HATZOLOH
    131 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 600
    WESTERN WASHINGTON UNIVERSITY FOUNDATION
    OLD MAIN 430 516 HIGH ST
    BELLINGHAM,WA98225     		N/A PC General & Unrestricted 400
    WHITMAN-WALKER CLINIC INC
    1701 14TH ST NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 400
    WIKIMEDIA FOUNDATION INC
    149 NEW MONTGOMERY ST 3RD FL
    SAN FRANCISCO,CA94105     		N/A PC General & Unrestricted 400
    WING LUKE MEMORIAL FOUNDATION
    719 S KING ST
    SEATTLE,WA98104     		N/A PC General & Unrestricted 250
    WOMENS FUNDING ALLIANCE
    500 UNION ST STE 1000
    SEATTLE,WA98101     		N/A PC General & Unrestricted 2,000
    WOODLAND SCHOOL
    360 LA CUESTA DR
    PORTOLA VALLEY,CA94028     		N/A PC General & Unrestricted 400
    WOOLLY MAMMOTH THEATRE CO
    641 D ST NW
    WASHINGTON,DC20004     		N/A PC General & Unrestricted 500
    WWP INC
    PO BOX 758517
    TOPEKA,KS66675     		N/A PC General & Unrestricted 600
    YOUTH THEATER NORTHWEST
    PO BOX 296
    MERCER ISLAND,WA98040     		N/A PC General & Unrestricted 400
    Total .................................bullet 3a 229,990
    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 ............     		    14 119  
    4 Dividends and interest from securities....     14 124,486  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 172,663  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aINTEREST INCOME FROM NOTES RECEIVABLE     14 35,175  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   332,443  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13332,443
    (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

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

    TY 2013 DepreciationSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 24,892 38,330
    ABBVIE INC. 26,993 52,810
    ALLIANCE BERNSTEIN VALUE FUND 279,995 291,697
    ALLIANCEBERN DISCOVERY GROWTH 50,486 68,019
    ALLIANCEBERN DISCOVERY VALUE 56,428 68,110
    ALLIANCEBERN GLOBAL BOND ADV 166,484 162,135
    ALLIANCEBERN HIGH INCOME ADVIS 155,569 163,695
    ALLICANCEBERNSTEIN REAL ASSET 81,871 81,361
    AMERICAN FUNDS BOND FD OF AMER 112,054 107,971
    AMERICAN INVESTMENT CO OF AMER 90,705 175,063
    ALLIANCEBERN SELECT US EQUITY 167,292 171,560
    BERKSHIRE HATHAWAY INC. CL B 4,124 5,928
    BERNSTEIN EMERGING MARKETS 85,904 80,500
    BERNSTEIN INTERMEDIATE DUR 341,449 324,141
    BERNSTEIN INTERNATIONAL PORTF 208,677 247,425
    BLACKROCK GNMA PORTFOLIO INST 130,458 122,813
    DOMINION RESOURCES INC 25,030 64,690
    DU PONT DE NEMOURS 28,148 45,479
    EXELON CORPORATION 42,495 27,390
    EXXON MOBIL CORP 1,305 101,200
    FIRST TRUST MLP AND ENERGY INC 60,000 60,030
    GENERAL ELECTRIC CO 30,093 100,908
    GENERAL MOTORS CORP SR 4/15/41 1,374  
    GENERAL MOTORS SR NTS 7/15/41 1,832  
    GMAC LLC NTS 10,004 10,144
    INTEL CORP 37,624 51,920
    INTERNATIONAL BUSINESS MACHINE 7,586 93,785
    IVY SCIENCE AND TECHNOLOGY 101,084 192,226
    JOHNSON & JOHNSON 18,625 91,590
    MFS MUNICIPAL HIGH INCOME CL A 175,033 160,952
    NATIONAL RETAIL PROPERTIES INC 34,159 30,330
    NEXTERA ENERGY CAPITAL HOLDING 25,600 25,470
    NOVARTIS AG ADR 55,676 80,380
    PEPSICO INC 37,912 37,323
    ROYAL DUTCH SHEL PLC 37,802 37,555
    SAUL CENTERS, INC 11,225 15,328
    SCHWAB DIVIDEND EQUITY FD SEL 60,000 58,485
    SCHWAB INTERNATIONAL INDEX FD 60,000 59,880
    UNILEVER PLC AMER 81,689 82,400
    UNION PACIFIC 5,794 134,400
    VERIZON COMMUNICATIONS 58,088 89,140
    WASH REAL EST INV TR MARYLAND 22,136 72,416

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    128,613
    State & Local Government Securities - End of Year Fair Market Value:


    118,815


    TY 2013 InvestmentsLandSchedule2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 22,598     22,598
    Bank Charges 312 312    
    Foundation Dues & Memberships 1,459     1,459
    Postage/Delivery Service 20     20
    Property insurance 250     250


    TY 2013 OtherIncomeSchedule2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    interest income from notes receivable 35,175 35,175  


    TY 2013 OtherIncreasesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Description Amount
    RETURNED GRANT 400


    TY 2013 OtherNotesLoansRcvblShortSch2
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Name of 501(c)(3) Organization Balance Due
    FINCA INTERNATIONAL
          		100,000
    FINCA INTERNATIONAL
          		100,000
    GLOBAL SUN PARTNERS LP
          		100,000
    ROOT CAPITAL INC
          		25,000
    ROOT CAPITAL INC
          		25,000
    ROOT CAPITAL INC
          		50,000
    IMPACTASSETS INC (RE HISP MATTER)
          		100,000
    NONPROFIT FINANCE FUND
          		100,000
    CONTACT FUND
          		30,000


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 8,650 8,650    


    TY 2013 TaxesSchedule
    Name:
    Posner-Wallace Foundation
    EIN: 52-6037555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 10,600      
    Foreign Tax Paid 376 376