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
STANLEY'S GARDEN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)47 ESSEX DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TENAFLY, NJ07670
A Employer identification number

26-6138709
B Telephone number (see instructions)

(201) 568-1488
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$3,673,298
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) 1,261,100
2 Check bullet
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities...... 70,346 70,042  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,516
b Gross sales price for all assets on line 6a 2,629,443
7 Capital gain net income (from Part IV, line 2)... 419,496
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,435,973 489,549  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,255 3,255   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 2,369 2,369   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 23,541 23,161   380
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,165 28,785   380
25 Contributions, gifts, grants paid........ 389,754 389,754
26 Total expenses and disbursements. Add lines 24 and 25 418,919 28,785   390,134
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,017,054
b Net investment income (if negative, enter -0-) 460,764
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...............   7 7
2 Savings and temporary cash investments.......... 42,404 191,973 191,973
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 827,395 Click to see attachment1,598,655 1,972,793
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,341,581 Click to see attachment1,387,799 1,508,525
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) 2,211,380 3,178,434 3,673,298
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment50,000 Click to see attachment0
23 Total liabilities (add lines 17 through 22).......... 50,000 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,161,380 3,178,434
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,161,380 3,178,434
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,211,380 3,178,434
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 2,161,380
2 Enter amount from Part I, line 27a..................... 2 1,017,054
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,178,434
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,178,434
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 ISHARES COMEX GOLD TR P 2012-10-24 2013-01-31
b ISHARES COMEX GOLD TR P 2012-12-13 2013-01-31
c ISHARES COMEX GOLD TR P 2012-11-12 2013-01-31
d ISHARES COMEX GOLD TR P 2012-12-13 2013-02-28
e ISHARES COMEX GOLD TR P 2012-10-24 2013-02-28
ISHARES COMEX GOLD TR P 2012-11-12 2013-02-28
ISHARES COMEX GOLD TR P 2012-12-13 2013-03-31
ISHARES COMEX GOLD TR P 2012-11-12 2013-03-31
ISHARES COMEX GOLD TR P 2012-10-24 2013-03-31
ABBOTT LABS P 2012-11-12 2013-04-02
TIME WARNER CABLE P 2012-06-15 2013-04-02
JP MORGAN CHASE P 2012-06-15 2013-04-02
ISHARES S&P S/T NATION P 2012-11-12 2013-04-02
ISHARES COMEX GOLD TR P 2012-12-13 2013-04-02
ISHARES COMEX GOLD TR P 2012-10-24 2013-04-02
ISHARES COMEX GOLD TR P 2012-11-12 2013-04-02
INTERNATIONAL BUSINESS MACHINES P 2012-06-15 2013-04-02
GOOGLE INC P 2012-06-15 2013-04-02
EXXON MOBIL P 2012-06-15 2013-04-02
EXELON CORP P 2012-11-12 2013-04-02
EXELON CORP P 2012-10-10 2013-04-02
PERMANENT PORT FD INC P 2013-04-02 2013-06-28
PIMCO FDS PAC P 2013-04-02 2013-06-28
ISHARES TR GOLDMAN SACHS P 2012-11-12 2013-06-28
ISHARES TR GOLDMAN SACHS P 2012-10-24 2013-06-28
TOUCHSTONE FDS GROUP P 2013-04-02 2013-06-28
ABBOTT LABS P 2012-11-12 2013-06-28
PIMCO FOREIGH BD FD P 2012-10-10 2013-06-28
POWERSHARES EMERGING MARKETS P 2012-10-10 2013-06-28
ISHARES S&P S/T NATION P 2012-11-12 2013-07-09
ISHARES TR S&P US PFD P 2012-10-04 2013-07-09
SPDR SER TR DJ WILSHIRE REIT P 2013-04-02 2013-07-09
COLUMBIA FUNDS SER TR II P 2012-10-24 2013-07-09
ISHARES TR S&P US PFD P 2013-04-02 2013-07-09
COLUMBIA FUNDS SER TR II P 2012-10-04 2013-07-09
ISHARES S&P S/T NATION P 2012-11-12 2013-08-06
COLUMBIA FUNDS SER TR II P 2012-12-13 2013-08-06
COLUMBIA FUNDS SER TR II P 2012-10-24 2013-08-06
PIMCO HIGH YIELD FUND P 2012-10-04 2013-08-06
NORFOLK SOUTHERN CORP P 2013-06-28 2013-10-18
COLUMBIA FDS SER TR P 2013-07-09 2013-10-18
AMERICAN ELECTRIC POWER P 2013-04-02 2013-10-18
ABBVIE INC P 2012-11-12 2013-10-18
SPDR SER TR DJ WILSHIRE REIT P 2013-04-02 2013-10-18
SPDR SER TR DJ WILSHIRE REIT P 2013-04-30 2013-10-18
PRINCIPAL PFD SECS FUND P 2013-07-09 2013-12-04
MFS SER TR I RESH INTL P 2013-07-09 2013-12-04
PRINCIPAL PFD SECS FUND P 2013-08-06 2013-12-04
COLUMBIA FDS SER TR P 2013-06-28 2013-12-04
DIAGEO PLC SPONSORED ADR P 2013-12-03 2013-12-05
COLUMBIA FUNDS SER TR II P 2012-12-13 2013-12-05
DIAGEO PLC SPONSORED ADR P 2013-12-03 2013-12-09
COLUMBIA FDS SER TR P 2012-10-24 2013-01-02
SPDR SER TR DJ WILSHIRE REIT P 2013-04-02 2013-07-09
QUALCOMM INC P 2011-03-15 2013-04-02
KIMBERLY CLARK CORP P 2010-05-26 2013-04-02
GENUINE PARTS CO P 2010-05-05 2013-04-02
AT&T INC P 2010-05-19 2013-04-02
AT&T INC P 2010-05-05 2013-04-02
AT&T INC P 2010-06-08 2013-04-02
GENUINE PARTS CO P 2010-05-19 2013-04-02
HOME DEPOT INC P 2010-04-05 2013-04-02
HOME DEPOT INC P 2010-06-08 2013-04-02
PAYCHEX INC P 2010-05-26 2013-04-02
MONSANTO CO NEW P 2010-09-30 2013-04-02
MICROSOFT CORP P 2011-02-28 2013-04-02
MICROSOFT CORP P 2010-05-19 2013-04-02
MICROSOFT CORP P 2010-04-05 2013-04-02
MICROSOFT CORP P 2010-05-05 2013-04-02
GENUINE PARTS CO P 2010-04-16 2013-04-02
EXXON MOBIL P 2012-06-15 2013-06-28
EATON VANCE ATLANTA CAP P 2010-08-20 2013-06-28
EATON VANCE ATLANTA CAP P 2010-09-17 2013-06-28
EATON VANCE ATLANTA CAP P 2010-05-06 2013-06-28
ABBOTT LABS P 2011-02-09 2013-06-28
ABBOTT LABS P 2010-06-08 2013-06-28
ABBOTT LABS P 2010-07-01 2013-06-28
ABBOTT LABS P 2010-05-25 2013-06-28
ABBOTT LABS P 2010-05-26 2013-06-28
VANGUARD INTL EQUITY INDEX FD P 2010-05-05 2013-06-28
VANGUARD INTL EQUITY INDEX FD P 2010-06-08 2013-06-28
VANGUARD INTL EQUITY INDEX FD P 2010-08-20 2013-06-28
VANGUARD INTL EQUITY INDEX FD P 2010-04-05 2013-06-28
JP MORGAN CHASE P 2012-06-15 2013-06-28
INTERNATIONAL BUSINESS MACHINES P 2012-06-15 2013-06-28
HARBOR INTERNATIONAL FUND P 2010-04-05 2013-07-09
HARBOR INTERNATIONAL FUND P 2010-05-06 2013-07-09
EATON VANCE ATLANTA CAP P 2010-06-09 2013-07-09
EATON VANCE ATLANTA CAP P 2010-08-20 2013-07-09
HARBOR INTERNATIONAL FUND P 2010-06-09 2013-07-09
COLUMBIA INCOME FUND CL Z P 2010-04-05 2013-08-06
COLUMBIA INCOME FUND CL Z P 2010-04-05 2013-09-04
COLUMBIA INCOME FUND CL Z P 2010-04-05 2013-09-16
LOCKHEED MARTIN CORP P 2010-05-19 2013-10-18
LOCKHEED MARTIN CORP P 2010-05-25 2013-10-18
LOCKHEED MARTIN CORP P 2010-05-26 2013-10-18
EXXON MOBIL P 2012-06-15 2013-10-18
QUALCOMM INC P 2011-03-15 2013-10-18
SPDR SER TR DJ WILSHIRE REIT P 2012-10-04 2013-10-18
DUPONT DE NEMOURS P 2011-12-20 2013-10-18
CONOCOPHILLIPS P 2011-08-10 2013-10-18
GENUINE PARTS CO P 2010-05-26 2013-10-18
MICROSOFT CORP P 2011-02-28 2013-10-18
MICROSOFT CORP P 2010-05-26 2013-10-18
PIMCO HIGH YIELD FUND P 2012-10-04 2013-10-18
PIMCO HIGH YIELD FUND P 2012-10-10 2013-10-18
PIMCO HIGH YIELD FUND P 2010-12-13 2013-10-18
PIMCO HIGH YIELD FUND P 2010-09-21 2013-10-18
CHUBB CORP P 2010-05-05 2013-10-18
PAYCHEX INC P 2010-05-26 2013-10-18
PAYCHEX INC P 2010-05-25 2013-10-18
PIMCO COMMODITY REALRETURN P 2012-02-14 2013-10-18
CHUBB CORP P 2010-08-20 2013-10-18
GOOGLE INC P 2012-06-15 2013-10-18
COLUMBIA ACORN TR INTL P 2010-04-05 2013-12-04
COLUMBIA ACORN TR INTL P 2010-05-05 2013-12-04
COLUMBIA INCOME FUND CL Z P 2010-06-08 2013-12-05
COLUMBIA INCOME FUND CL Z P 2010-04-05 2013-12-05
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 5   5 0
b 5   5 0
c 5   5 0
d 5   5 0
e 5   5 0
4   5 -1
5   6 -1
5   5 0
5   5 0
3,590   3,117 473
14,570   11,660 2,910
21,719   15,617 6,102
21,221   21,366 -145
23,944   25,852 -1,908
22,552   24,455 -1,903
21,558   23,727 -2,169
5,351   4,933 418
20,313   13,965 6,348
24,705   22,492 2,213
6,927   6,129 798
3,464   3,636 -172
23,676   25,567 -1,891
47,769   51,134 -3,365
68,078   72,991 -4,913
45,385   49,054 -3,669
51,769   51,135 634
5,559   4,894 665
21,187   24,995 -3,808
22,094   25,121 -3,027
25,222   25,639 -417
24,059   24,941 -882
18,177   18,405 -228
10,478   11,074 -596
49,196   51,636 -2,440
12,122   12,856 -734
25,606   25,853 -247
51,459   53,058 -1,599
48,541   51,115 -2,574
21,000   21,088 -88
1,196   1,096 100
21,550   18,058 3,492
224   242 -18
6,764   4,733 2,031
23,444   23,888 -444
4,612   4,591 21
100,932   102,225 -1,293
45,400   41,471 3,929
28,609   28,975 -366
10,000   9,523 477
625,484   365,858 259,626
28,094   29,397 -1,303
126,255   73,172 53,083
12,500   12,811 -311
4,641   4,699 -58
9,931   7,811 2,120
7,274   4,457 2,817
2,734   1,462 1,272
1,504   1,026 478
1,692   1,161 531
564   373 191
781   408 373
1,417   654 763
3,543   1,581 1,962
4,809   3,905 904
15,504   7,301 8,203
1,294   1,199 95
719   707 12
1,581   1,614 -33
2,156   2,240 -84
391   213 178
4,501   4,119 382
7,847   4,520 3,327
16,405   10,000 6,405
7,201   4,417 2,784
1,771   1,097 674
1,239   774 465
5,135   3,224 1,911
1,062   678 384
2,939   1,905 1,034
45,820   47,222 -1,402
22,040   21,290 750
11,213   12,028 -815
8,313   9,385 -1,072
15,860   10,412 5,448
19,059   19,733 -674
5,169   4,622 547
30,575   24,000 6,575
16,263   9,000 7,263
9,822   5,481 4,341
13,900   10,500 3,400
144,000   133,573 10,427
35,000   32,917 2,083
25,000   23,535 1,465
1,934   1,210 724
3,223   2,004 1,219
5,801   3,645 2,156
17,477   16,477 1,000
1,711   1,302 409
2,306   2,161 145
8,335   6,302 2,033
2,197   1,461 736
1,181   606 575
14,115   10,795 3,320
1,394   1,044 350
6,500   6,466 34
25,206   25,049 157
2,644   2,550 94
44,980   43,200 1,780
4,629   2,600 2,029
11,848   8,244 3,604
1,871   1,293 578
42,058   49,962 -7,904
1,852   1,069 783
25,197   13,965 11,232
9,424   7,146 2,278
10,076   7,308 2,768
25,094   24,000 1,094
42,908   41,254 1,654
8,414     8,414
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       0
b       0
c       0
d       0
e       0
      -1
      -1
      0
      0
      473
      2,910
      6,102
      -145
      -1,908
      -1,903
      -2,169
      418
      6,348
      2,213
      798
      -172
      -1,891
      -3,365
      -4,913
      -3,669
      634
      665
      -3,808
      -3,027
      -417
      -882
      -228
      -596
      -2,440
      -734
      -247
      -1,599
      -2,574
      -88
      100
      3,492
      -18
      2,031
      -444
      21
      -1,293
      3,929
      -366
      477
      259,626
      -1,303
      53,083
      -311
      -58
      2,120
      2,817
      1,272
      478
      531
      191
      373
      763
      1,962
      904
      8,203
      95
      12
      -33
      -84
      178
      382
      3,327
      6,405
      2,784
      674
      465
      1,911
      384
      1,034
      -1,402
      750
      -815
      -1,072
      5,448
      -674
      547
      6,575
      7,263
      4,341
      3,400
      10,427
      2,083
      1,465
      724
      1,219
      2,156
      1,000
      409
      145
      2,033
      736
      575
      3,320
      350
      34
      157
      94
      1,780
      2,029
      3,604
      578
      -7,904
      783
      11,232
      2,278
      2,768
      1,094
      1,654
      8,414
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 2 419,496
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 591,573 2,561,522 0.230946
2011 164,009 2,318,553 0.070738
2010 38,282 1,849,166 0.020702
2009 17,525 0 0.000000
2008      
2 Total of line 1, column (d) ...................... 2 0.322386
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 0.080597
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,573,833
5 Multiply line 4 by line 3....................... 5 207,443
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,608
7 Add lines 5 and 6......................... 7 212,051
8 Enter qualifying distributions from Part XII, line 4.............. 8 390,134
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 4,608
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 4,608
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,608
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,800
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 2,808
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKATHY LEVENTHAL Telephone no.bullet (201) 568-1488
    Located atbullet47 ESSEX DRTENAFLYNJ ZIP+4bullet07670
    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
     
    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
    KATHY LEVENTHAL TRUSTEE
    0.00
    0 0 0
    47 ESSEX DR
    TENAFLY,NJ07670
    RICHARD LEVENTHAL TRUSTEE
    0.00
    0 0 0
    47 ESSEX DR
    TENAFLY,NJ07670
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    128,692
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,608
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,608
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    124,084
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    124,084
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    124,084
    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 7 124,084
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011....... 14,362
    e From 2012....... 467,035
    fTotal of lines 3a through e......... 481,397
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 390,134
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 124,084
    e Remaining amount distributed out of corpus 266,050
    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 5 747,447
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    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) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    747,447
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 14,362
    d Excess from 2012.... 467,035
    e Excess from 2013.... 266,050
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KATHY LEVENTHAL
    47 ESSEX DRIVE
    TENAFLY,NJ07670
    (201) 568-1488
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT THE PURPOSE OF THE FOUNDATION.
    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
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH ST
    NEW YORK,NY10021
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 115,000
    USC
    3560 WATT WAY
    LOS ANGELES,CA90089
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 200,000
    USC SHOAH FOUNDATION
    650 WEST 35TH ST
    LOS ANGELES,CA90089
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 50,000
    LOVE HEALS
    2 FIFTH AVE
    NEW YORK,NY10011
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 2,500
    NATIONAL CANCER CENTER
    88 SUNNYSIDE BLVD
    PLAINVIEW,NY11803
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 5,000
    US DEPT OF EDUCATION SCHOLARSHIP AID
    400 MARYLAND AVE SW
    WASHINGTON,DC20202
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 17,004
    JEWISH FAMILY SERVICE
    1485 TEANECK RD
    TEANECK,NJ07666
    NONE PUBLIC CHARITY FINANCIAL SUPPORT 250
    Total .................................bullet 3a 389,754
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 11  
    4 Dividends and interest from securities....     14 70,346  
    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 .............
        18 104,516  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 174,873 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13174,873
    (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
    STANLEY'S GARDEN FOUNDATION
     
    Employer identification number

    26-6138709
    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
    STANLEY'S GARDEN FOUNDATION
     
    Employer identification number

    26-6138709
    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
     
     

    RICHARD LEVENTHAL  
    47 ESSEX DRIVE
     
    TENAFLY, NJ07670

    $1,261,100


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

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

    26-6138709
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    10,000 SHARES OF DIAGEO PLC $1,261,100 2013-12-03
    (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
    STANLEY'S GARDEN FOUNDATION
     
    Employer identification number

    26-6138709
    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:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,255 3,255   0

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A T & T INC. 35,405 46,411
    ABBOTT LABS 0 0
    ABBVIE INC. 17,502 29,838
    AMERICAN ELEC POWER 26,360 28,044
    APPLE INC. 25,733 28,051
    B B AND T CORP 44,274 57,100
    CHEVRON CORP. 49,007 72,073
    CHUBB CORP. 33,061 54,596
    CISCO SYS INC 29,859 37,010
    COACH INC. 16,749 16,839
    COCA COLA CO. 35,746 50,192
    CONOCOPHILLIPS 46,615 69,237
    DIAGEO PLC 504,440 529,680
    DU PONT EI DE NEMOURS AND CO 16,816 22,740
    EXELON CORP 0 0
    EXXON MOBIL 0 0
    GENERAL ELECTRIC 36,240 59,003
    GENUINE PARTS CO. 14,244 24,541
    GOOGLE INC 0 0
    HOME DEPOT INC. 21,814 44,052
    IBM 0 0
    INTEL CORP. 50,681 61,332
    JOHNSON & JOHNSON 26,218 27,477
    JP MORGAN CHASE 0 0
    KIMBERLY CLARK CORP. 28,949 42,306
    KRAFT FOODS INC. 26,494 28,572
    LOCKHEED MARTIN CORP. 21,431 37,908
    MCDONALDS CORP. 44,000 46,089
    MERCK & CO. 51,881 57,057
    MICROSOFT CORP. 23,571 33,669
    MONSANTO CO. 0 0
    NORFOLK SOUTHERN 19,645 26,457
    NUCOR CORP 25,178 29,092
    PAYCHEX INC. 17,510 30,505
    PEPSICO INC. 27,713 28,200
    PFIZER INC. 47,876 54,981
    PHILIP MORRIS INTL INC. 28,961 42,694
    PROCTER AND GAMBLE CO 17,524 20,353
    QUALCOMM INC. 20,093 28,586
    TIME WARNER CABLE 0 0
    TRAVELERS COS INC. 44,651 50,250
    UNITED PARCEL SVC INC. 46,953 72,505
    VERIZON COMMUNICATIONS INC. 36,410 41,769
    WELLS FARGO & CO. 39,051 43,584

    TY 2013 InvestmentsOtherSchedule2
    Name:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK GLOBAL LONG/SHORT CR FUND FMV 177,910 180,843
    CEF ISHARES CORE S&P SMALL CAP FMV 0 0
    COLUMBIA ACORN INTERNATIONAL FUND FMV 27,192 37,865
    COLUMBIA CORPORATE INCOME FUND FMV 0 0
    COLUMBIA EMERGING MARKETS FUND CL Z FMV 66,377 70,673
    COLUMBIA HIGH YIELD BOND FUND CL Z FMV 77,175 77,448
    COLUMBIA SELECT LARGE CAP GROWTH FUND FMV 95,223 134,958
    COLUMBIA US GOVT MTG FUND FMV 0 0
    EATON VANCE ATLANTA CAP FMV 0 0
    HARBOR INTERNATIONAL FUND FMV 0 0
    ISHARES CORE S&P MID CAP FMV 260,321 300,403
    ISHARES CORE S&P SMALL CAP FMV 100,726 120,370
    ISHARES GOLD TRUST FMV 0 0
    ISHARES IBOXX INV FMV 0 0
    ISHARES S&P SHORT TERM NATL MUNI FMV 0 0
    ISHARES S&P US PFD STK FMV 0 0
    MFS SER TR I RESH INTL FD CL I FMV 35,179 39,171
    PIMCO COMMODITY REAL RETURN STRATEGY FUND FMV 0 0
    PIMCO HIGH YIELD FUND FMV 0 0
    PINCO FOREIGN BOND FUND FMV 0 0
    POWERSHARES EMERGING MARKETS SOVEREIGN FMV 0 0
    PRUDENTIAL SHORT-TERM CORPORATE BD FD FMV 360,030 359,246
    SPDR BARCLAYS SHORT TERM HIGH YIELD FMV 38,855 38,871
    SPDR DJ WILSHIRE REIT FMV 96,286 95,502
    TEMPLETON GLOBAL BD FUND ADVISOR CL FMV 52,525 53,175
    VANGUARD MSCI EMERGING MKTS ETF FMV 0 0

    TY 2013 OtherExpensesSchedule
    Name:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 22,464 22,464   0
    FILING FEES 380 0   380
    OTHER INVESTMENT EXPENSES 697 697   0


    TY 2013 OtherLiabilitiesSchedule
    Name:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSIT IN TRANSIT 50,000 0


    TY 2013 SubstantialContributorsSch
    Name:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Name Address
    RICHARD LEVENTHAL 47 ESSEX DRIVE
    TENAFLY,NJ07670


    TY 2013 TaxesSchedule
    Name:
    STANLEY'S GARDEN FOUNDATION
    EIN: 26-6138709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 2,369 2,369   0