Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE JPB FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)9 WEST 57TH STREET 38TH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10019
A Employer identification number

90-0747216
B Telephone number (see instructions)

(212) 935-9860
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$2,318,642,200J 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) 1,185,300,750
2 Check bullet
3 Interest on savings and temporary cash investments 1,785,605 1,785,605  
4 Dividends and interest from securities...... 13,621,642 13,621,642  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,270,615
b Gross sales price for all assets on line 6a 1,223,026,654
7 Capital gain net income (from Part IV, line 2)... 16,174,598
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 -16,315 3,128,254  
12 Total. Add lines 1 through 11........ 1,218,962,297 34,710,099  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,239,846 1,833,046   406,800
14 Other employee salaries and wages...... 1,549,712 507,512   1,042,200
15 Pension plans, employee benefits....... 581,900 265,871   316,029
16a Legal fees (attach schedule)......... Click to see attachment 92,430 75,551   16,879
b Accounting fees (attach schedule)....... Click to see attachment 49,594 4,959   44,635
c Other professional fees (attach schedule).... Click to see attachment 5,453,531 3,412,096   2,041,435
17 Interest............... 8 0   0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,681,510 169,683   61,602
19 Depreciation (attach schedule) and depletion... Click to see attachment 54,558 0  
20 Occupancy.............. 2,700,301 270,030   2,430,271
21 Travel, conferences, and meetings....... 98,286 7,899   90,387
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 313,853 54,770   259,083
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,815,529 6,601,417   6,709,321
25 Contributions, gifts, grants paid........ 78,051,333 78,051,333
26 Total expenses and disbursements. Add lines 24 and 25 93,866,862 6,601,417   84,760,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,125,095,435
b Net investment income (if negative, enter -0-) 28,108,682
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............... 786,422 155,462 155,462
2 Savings and temporary cash investments.......... 908,487,919 858,049,799 858,049,799
3 Accounts receivable bullet6,688
Less: allowance for doubtful accounts bullet   62,648 6,688 6,688
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........... 524 2,742 2,742
10a Investments—U.S. and state government obligations (attach schedule) 36,976,641 Click to see attachment187,057,146 183,830,150
b Investments—corporate stock (attach schedule)........ 137,355,007 Click to see attachment631,749,280 685,045,066
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment131,182,309 131,884,366
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 11,909,769 Click to see attachment389,439,529 436,076,081
14 Land, buildings, and equipment: basis bullet275,829
Less: accumulated depreciation (attach schedule) bullet89,638 77,508 Click to see attachment186,191 186,191
15 Other assets (describe bullet) Click to see attachment325,700 Click to see attachment23,405,655 Click to see attachment23,405,655
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,095,982,138 2,221,234,801 2,318,642,200
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,095,982,138 2,221,234,801
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,095,982,138 2,221,234,801
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,095,982,138 2,221,234,801
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 1,095,982,138
2 Enter amount from Part I, line 27a..................... 2 1,125,095,435
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 157,228
4 Add lines 1, 2, and 3.......................... 4 2,221,234,801
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 2,221,234,801
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 PUBLICLY TRADED SECURITIES      
c THIRD POINT OFFSHORE FUND LTD P    
d BREP VII P    
e HIGHCLERE INTERNATIONAL INVESTORS SMID FUND P    
CTF DIVERSIFIED INFLATION HEDGES PORTFOLIO - WELLINGTON P    
WALTON VII P    
LESS: INVESTMENT INCOME P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,210,561,950   1,205,384,486 5,177,464
b 10,299,494     10,299,494
c 1,828,396   1,467,570 360,826
d       553,077
e       1,254,905
      269,115
      18,920
      -2,096,017
336,814     336,814
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       5,177,464
b       10,299,494
c       360,826
d       553,077
e       1,254,905
      269,115
      18,920
      -2,096,017
      336,814
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 16,174,598
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 52,548,367 328,476,983 0.159976
2011 57,657,597 64,144,532 0.898870
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 1.058846
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 0.529423
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,644,442,846
5 Multiply line 4 by line 3....................... 5 870,605,865
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 281,087
7 Add lines 5 and 6......................... 7 870,886,952
8 Enter qualifying distributions from Part XII, line 4.............. 8 84,760,654
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 1 562,174
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............................ 3 562,174
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- ..... 5 562,174
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,957,381
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 1,957,381
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,395,207
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,395,207 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, NY
    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 addressbulletWWW.JPBFOUNDATION.ORG
    14
    The books are in care ofbulletTHE JPB FOUNDATION Telephone no.bullet (212) 935-9860
    Located atbullet9 WEST 57TH STREET 38TH FLOORNEW YORKNY ZIP+4bullet10019
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16Yes  
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bulletOC
    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
     
    No
    .........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
    GERALD C MCNAMARA CIO
    40.00     		1,400,000 32,138 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    APRIL C FREILICH COO, SR. VP
    40.00     		577,394 52,094 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    BARBARA PICOWER PRESIDENT
    40.00     		262,452 40,741 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    JOSHUA HENRI HOCHSCHULER TRUSTEE
    3.00     		0 0 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    SUSAN C FRUNZI TRUSTEE
    3.00     		0 0 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    WILLIAM D ZABEL TRUSTEE
    3.00     		0 0 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    MARTIN R POST TRUSTEE
    3.00     		0 0 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    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
    DONNA LAWRENCE VP, POVERTY
    40.00     		292,053 61,055 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    DANA L BOURLAND VP, ENVIRONMENT
    40.00     		304,827 40,980 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    YVONNE C YU VP, INVESTMENT OPERA
    40.00     		209,962 56,018 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    ZHEN S LOSAK BOOKKEEPER
    40.00     		89,942 41,560 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    WILLIAM W RIBBECKE VP, INVESTMENTS
    40.00     		84,615 25,649 0
    C/O THE JPB FOUNDATION 9 WEST 57TH
    ST 38TH FL
    NEW YORK,NY10019
    Total number of other employees paid over $50,000...................bullet 8
    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
    MATHEMATICA POLICY RESEARCH INC CONSULTING SERVICE 1,448,050
    PO BOX 2393
    PRINCETON,NJ085432393
    MONTICELLO ASSOCIATES INC CONSULTING SERVICE 583,333
    1800 LARIMER STREET SUITE 2100
    DENVER,CO80202
    ODB FUND SERVICES LLC CONSULTING SERVICE 324,929
    62 SOUTHFIELD AVENUE
    STAMFORD,CT06902
    THE URBAN INSTITUTE CONSULTING SERVICE 179,879
    2100 M STREET NW
    WASHINGTON,DC20037
    IDIAGRAM CO MARSHALL CLEMENS CONSULTING SERVICE 126,000
    24 HILLSIDE ROAD
    LINCOLN,MA017734107
    Total number of others receiving over $50,000 for professional services.............bullet2
    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
    82,222,142
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    562,174
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    43,915
    c
    Add lines 2a and 2b............................
    2c
    606,089
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,616,053
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    81,616,053
    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
    81,616,053
    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 81,616,053
    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....... 56,270,207
    e From 2012....... 36,319,193
    fTotal of lines 3a through e......... 92,589,400
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 84,760,654
    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..... 81,616,053
    e Remaining amount distributed out of corpus 3,144,601
    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 95,734,001
    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 ......     		95,734,001
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 56,270,207
    d Excess from 2012.... 36,319,193
    e Excess from 2013.... 3,144,601
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR A HEALTHIER GENERATION
    606 SE 9TH AVENUE
    PORTLAND,OR97214     		NONE PC HEALTHY SCHOOLS PROGRAM EXPANSION 1,202,857
    AMERICAN ACADEMY OF PEDIATRICS
    141 NORTHWEST POINT BLVD
    ELK GROVE VILLAGE,IL60007     		NONE PC ACCELERATING IMPROVED CARE FOR CHILDREN WITH ASTHMA PROGRAM 517,674
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		NONE PC POST-ARIZONA V. U.S. LEGAL FALLOUT CAMPAIGN 750,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA)
    520 8TH AVENUE 7TH FLOOR
    NEW YORK,NY10018     		NONE PC ASPCA'S MOBILE SPAY NEUTER PROGRAM 10,000
    AMERICAN VISIONARY ART MUSEUM
    800 KEY HIGHWAY
    BALTIMORE,MD212303940     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ASPEN INSTITUTE
    1 DUPONT CIRCLE SUITE 700
    WASHINGTON,DC20036     		NONE PC ASPEN FORUM FOR COMMUNITY SOLUTIONS 482,114
    AUTISM SPEAKS INC
    1 EAST 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		NONE PC GENERAL OPERATING SUPPORT 10,000
    BETH ISRAEL DEACONESS MEDICAL CENTER INC
    330 BROOKLINE AVENUE CLS 747
    BOSTON,MA022155491     		NONE PC BARBARA KAHN'S RESEARCH TITLED: CHARACTERIZATION OF A NOVEL CLASS OF LIPIDS INVOLVED IN INSULIN SENSITIVITY 612,840
    BRENNAN CENTER FOR JUSTICE
    161 AVENUE OF THE AMERICAS 12TH
    FLOOR
    NEW YORK,NY10013     		NONE PC GENERAL OPERATING SUPPORT 400,000
    BRIDGESPAN GROUP
    2 COPLEY PLACE 7TH FLOOR SUITE
    3700B
    BOSTON,MA02116     		NONE PC JPB TOXIC STRESS CONSORTIUM PLANNING 89,313
    BRIDGESPAN GROUP
    2 COPLEY PLACE 7TH FLOOR SUITE
    3700B
    BOSTON,MA02116     		NONE PC STRATEGY PLANNING FOR CENTER FOR COMMUNITY CHANGE 580,000
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		NONE PC SOCIAL GENOME PROJECT: FAMILY FORMATION AND PATHWAYS TO MIDDLE CLASS 353,182
    CENTER FOR AMERICAN PROGRESS
    1333 H STREET NW FLOOR 10
    WASHINGTON,DC20005     		NONE PC OUR FUTURE, TOGETHER INITIATIVE 495,165
    CENTER FOR COMMUNITY CHANGE
    1536 U STREET NW
    WASHINGTON,DC20009     		NONE PC GENERAL OPERATING SUPPORT 5,000,000
    CENTER FOR COMMUNITY CHANGE
    1536 U STREET NW
    WASHINGTON,DC20009     		NONE PC CORE SUPPORT AND LONG-TERM PLANNING 1,500,000
    CENTER FOR NEIGHBORHOOD TECHNOLOGY
    1741 N WESTERN AVENUE
    CHICAGO,IL60647     		NONE PC DEVELOPING A NATIONAL PLATFORM FOR ENERGY EFFICIENCY SERVICES TO UNDERSERVED MARKETS 600,000
    CENTER FOR REPRODUCTIVE RIGHTS INC
    120 WALL STREET
    NEW YORK,NY10005     		NONE PC GENERAL OPERATING SUPPORT OF THE US PROGRAM 600,000
    CENTER ON BUDGET AND POLICY PRIORITIES
    820 FIRST STREET NE
    WASHINGTON,DC20002     		NONE PC ADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA 768,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE PC GENERAL OPERATING SUPPORT 75,000
    CHILD TRENDS INCORPORATED
    7315 WISCONSIN AVENUE SUITE 1200W
    BETHESDA,MD20814     		NONE PC REDUCING TEEN CHILDBEARING AMONG LATINAS: AN INNOVATIVE ANTI-POVERTY STRATEGY INITIATIVE 192,872
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010     		NONE PC CARRERA ADOLESCENT PREGNANCY PREVENTION PROGRAM FOR THE SOCIAL INNOVATION FUND MATCH & IN-SCHOOL MODEL GROWTH AND SUSTAINABILITY 1,000,000
    CHINESE AMERICAN PLANNING COUNCIL INC
    150 ELIZABETH STREET
    NEW YORK,NY10012     		NONE PC CHINESE AMERICAN PLANNING COUNCIL'S BROOKLYN BRANCH 10,000
    CHINESE AMERICAN PLANNING COUNCIL INC
    150 ELIZABETH STREET
    NEW YORK,NY10012     		NONE PC CHINESE AMERICAN PLANNING COUNCIL'S YOUTH SERVICES AND PROJECT GATEWAY IN CHINATOWN 10,000
    CITY OF LONG BEACH
    1 WEST CHESTER STREET
    LONG BEACH,NY11561     		NONE PC CITY OF LONG BEACH HURRICANE SANDY RELIEF 178,092
    CLEAN ENERGY GROUP
    50 STATE STREET SUITE 1
    MONTPELIER,VT05602     		NONE PC FINANCE FOR CLIMATE CHANGE RESILIENCY: HOW TO BUILD A CLEAN ENERGY POWER SYSTEM POST-SANDY 150,000
    COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    630 WEST 168TH STREET BOX 49
    NEW YORK,NY100323702     		NONE PC DOMENICO ACCILI'S RESEARCH TITLED: B-CELL DIFFERENTIATION AS A DIABETES TREATMENT 1,000,000
    COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    630 WEST 168TH STREET BOX 49
    NEW YORK,NY100323702     		NONE PC DAVID SULZER'S RESEARCH TITLED: MECHANISMS OF SUBSTANTIA NIGRA NEURONAL DEATH IN PARKINSON'S DISEASE 700,000
    COMMUNITY FOUNDATION OF NEW JERSEY
    PO BOX 338
    MORRISTOWN,NJ079630338     		NONE PC REBUILD BY DESIGN 800,000
    COMMUNITY FUNDS INC
    909 THIRD AVENUE
    NEW YORK,NY10022     		NONE PC DONOR ADVISED FUND 850,000
    CUTANEOUS LYMPHOMA FOUNDATION
    PO BOX 374
    BIRMINGHAM,MI48012     		NONE PC MEDICAL RESEARCH OF NON-HODGKINS CUTANEOUS T-CELL LYMPHOMA (MYCOSIS FUNGOIDES) 10,000
    DALLAS JEWISH COMMUNITY FOUNDATION
    THE JACOB FELDMAN BUILDING 7800
    NORTHAVEN ROAD
    DALLAS,TX752303296     		NONE PC DONOR ADVISED FUND 150,000
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE CLS11146
    BOSTON,MA02215     		NONE PC BRUCE M. SPIEGELMAN'S RESEARCH TITLED: EXERCISE, BROWN FAT AND DIABETES: TOWARD A NEW GENERATION OF MOLECULAR THERAPEUTICS FOR METABOLIC DISORDERS 713,244
    ELEVATE ENERGY (FORMERLY CNT ENERGY)
    1741 N WESTERN AVENUE
    CHICAGO,IL60647     		NONE PC NATIONAL DELIVERY NETWORK FOR ENERGY EFFICIENCY SERVICE PROVIDERS TO SERVE AFFORDABLE HOUSING 3,050,000
    ENERGY FOUNDATION
    301 BATTERY STREET FIFTH FL
    SAN FRANCISCO,CA94111     		NONE PC SCALING EFFICIENCY IN AFFORDABLE, MULTIFAMILY HOUSING 3,500,000
    ENERGY PROGRAMS CONSORTIUM
    1232 31ST STREET NW 3RD FLOOR
    WASHINGTON,DC20007     		NONE PC ANALYZE THE BARRIERS AND OBSTACLES IDENTIFIED IN THE MULTITUDE OF REPORTS ON MULTIFAMILY ENERGY EFFICIENCY 25,000
    ENGINEERS WITHOUT BORDERS USA
    1031 33RD ST SUITE 210
    DENVER,CO80205     		NONE PC LEHIGH UNIVERSITY CHAPTER 10,000
    ENTERPRISE COMMUNITY PARTNERS INC
    11000 BROKEN LAND PARKWAY
    COLUMBIA,MD21044     		NONE PC EVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING 499,812
    EVERY CHILD A READER
    54 WEST 39TH STREET
    NEW YORK,NY10019     		NONE PC NATIONAL AMBASSADOR FOR YOUNG PEOPLE'S LITERATURE PROGRAM 10,000
    FIDELITY INVESTMENTS CHARITABLE GIFT FUND
    PO BOX 770001
    CINCINNATI,OH452770053     		NONE PC DONOR ADVISED FUND 300,000
    FOUNDATION CENTER
    79 FIFTH AVENUE
    NEW YORK,NY10003     		NONE PC TO MAP THE DEMOCRACY FUNDING LANDSCAPE IN THE UNITED STATES IN PARTNERSHIP WITH EIGHT FOUNDATIONS 28,150
    FOUNDATION CENTER
    79 FIFTH AVENUE
    NEW YORK,NY10003     		NONE PC GENERAL OPERATING SUPPORT 25,000
    FRESH AIR FUND
    633 3R AVENUE 14TH FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL OPERATING SUPPORT 50,000
    FUND FOR PUBLIC HEALTH IN NEW YORK INC
    22 CORTLANDT STREET 11TH FLOOR
    NEW YORK,NY10007     		NONE PC SCHOOL-BASED HEALTH CENTER REPRODUCTIVE HEALTH PROJECT 1,188,629
    FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146     		NONE PC LOCAL SUSTAINABILITY MATCHING FUND 200,000
    GARRISON INSTITUTE
    PO BOX 532
    GARRISON,NY10520     		NONE PC THE HUMAN DIMENSIONS OF RESILIENT AND SUSTAINABLE CITIES 200,000
    GEORGETOWN UNIVERSITY GEORGETOWN LAW CENTER ON POVERTY INEQUALITY AND PU
    600 NEW JERSEY AVENUE NW
    WASHINGTON,DC20001     		NONE PC RAISING GIRLS UP: BUILDING PATHS TO SUCCESS FOR LOW-INCOME ADOLESCENTS 100,000
    GIRLS WRITE NOW
    247 WEST 37TH STREET SUITE 1899
    NEW YORK,NY10018     		NONE PC GENERAL OPERATING SUPPORT 10,000
    GLOBAL PHILANTHROPY PARTNERSHIP
    2440 N LAKEVIEW 15A
    CHICAGO,IL60614     		NONE PC URBAN SUSTAINABILITY DIRECTORS NETWORK INNOVATION FUND 200,000
    GRANTS MANAGERS NETWORK
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006     		NONE PC GENERAL OPERATING SUPPORT 5,000
    GROUNDSWELL
    1156 15TH STREET NW 840
    WASHINGTON,DC20005     		NONE PC GROUNDSWELL NATIONAL EXPANSION RAMP UP 400,000
    GUTTMACHER INSTITUTE INC
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		NONE PC IDENTIFYING PATHWAYS TO IMPROVE CONTRACEPTIVE USE: A LONGITUDINAL STUDY 654,281
    GUTTMACHER INSTITUTE INC
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		NONE PC RETURN ON INVESTMENT STUDY 241,536
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035     		NONE PC HARLEM CHILDREN'S ZONE'S HEALTHY LIVING INITIATIVE 6,100,000
    HEALTH LEADS INC
    2 OLIVER STREET 10TH FLOOR
    BOSTON,MA02109     		NONE PC HEALTH LEAD'S TECHNOLOGY FOR GROWTH INITIATIVE 486,781
    HUMAN RIGHTS FIRST
    333 7TH AVENUE 13TH FLOOR
    NEW YORK,NY10001     		NONE PC REFUGEE PROTECTION PROGRAM 750,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1663 MISSION STREET SUITE 602
    SAN FRANCISCO,CA94103     		NONE PC NEW AMERICANS CAMPAIGN 1,000,000
    INDIANA UNIVERSITY UNIVERSITY SCHOOL OF MEDICINE
    410 WEST 10TH STREET
    INDIANAPOLIS,IN46038     		NONE PC DAVID MARRERO'S RESEARCH TITLED: THE DIABETES PREVENTION PROGRAM FOR FAMILIES 611,746
    INNOVATION NETWORK INC
    1625 K ST NW SUITE 1050
    WASHINGTON,DC20006     		NONE PC EVALUATION OF THE CENTER FOR COMMUNITY CHANGE 473,980
    INNOVATION NETWORK INC
    1625 K ST NW SUITE 1050
    WASHINGTON,DC20006     		NONE PC PROVIDING EVALUATION SERVICES TO CENTER FOR COMMUNITY CHANGE 83,336
    INTERNATIONAL LIVING FUTURE INSTITUTE
    721 NW NINTH AVENUE SUITE 195
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING SUPPORT 50,000
    JAZZ FOUNDATION OF AMERICA
    322 W 48TH STREET 6TH FLOOR
    NEW YORK,NY10036     		NONE PC GENERAL OPERATING SUPPORT 10,000
    JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE
    733 N BROADWAY SUITE 731
    BALTIMORE,MD21205     		NONE PC TED DAWSON'S RESEARCH TITLED: CHARACTERIZATION OF THE PARKIN/PINK/PARIS PATHWAY OF NEURODEGENERATION IN PARKINSON'S DISEASE 700,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    501 SEVENTH AVENUE 7TH FLOOR
    NEW YORK,NY10018     		NONE PC LISC RELIEF FUND 125,000
    MANHATTAN THEATRE CLUB INC
    311 WEST 43RD STREET 8TH FLOOR
    NEW YORK,NY10036     		NONE PC MTC'S EDUCATION PROGRAM 50,000
    MARCY TENNIS CLUB INC
    50 GREENE AVENUE 4F
    BROOKLYN,NY11238     		NONE PC FOR RENOVATION OF THE TENNIS COURTS AT THE MARCY HOUSES 10,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE BUILDING
    3-208
    CAMBRIDGE,MA021394307     		NONE PC PICOWER INSTITUTE INNOVATION FUND (PIIF) 2,700,000
    MELMARK CHARITABLE FOUNDATION
    2600 WAYLAND ROAD
    BERWYN,PA19312     		NONE PC FOR THE CAPITAL-RAISING CAMPAIGN 25,000
    NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE
    KECK CENTER 500 FIFTH STREET NW
    WASHINGTON,DC20001     		NONE PC ROUNDTABLE ON OBESITY SOLUTIONS 300,000
    NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE
    KECK CENTER 500 FIFTH STREET NW
    WASHINGTON,DC20001     		NONE PC A FRAMEWORK FOR ASSESSING THE HEALTH, ENVIRONMENTAL, AND SOCIAL EFFECTS OF THE FOOD SYSTEM 637,261
    NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY
    1776 MASSACHUSETTS AVENUE NW SUITE
    200
    WASHINGTON,DC20036     		NONE PC BIRTH CONTROL 2.0: RE-BUILDING SUPPORT FOR FAMILY PLANNING 417,124
    NAT'L COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOC OF THE USA
    101 N WACKER DRIVE
    CHICAGO,IL60606     		NONE PC NATIONAL SCALING AND DISSEMINATION OF THE YMCA'S DIABETES AND PREVENTION PROGRAM 3,044,986
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039     		NONE PC IN SCHOOL PROGRAM: CHILDREN, COMMUNITIES, AND EXCELLENCE 50,000
    NATIONAL DOMESTIC WORKERS ALLIANCE
    330 SEVENTH AVE 19TH FLOOR
    NEW YORK,NY10001     		NONE PC WE BELONG TOGETHER CAMPAIGN 250,000
    NATIONAL HOUSING TRUST
    1101 30TH STREET NW SUITE 100A
    WASHINGTON,DC20007     		NONE PC SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES 380,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 150
    JENKINTOWN,PA190463531     		NONE PC DONOR ADVISED FUND 100,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 150
    JENKINTOWN,PA190463531     		NONE PC THE TRUE NORTH FUND 2,000,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES 1,800,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PC RESILIENT CITIES: UTILIZING NATURAL INFRASTRUCTURE TO REDUCE CLIMATE RISKS FOR URBAN POPULATIONS 170,086
    NEW VENTURE FUND
    1201 CONNECTICUT AVENUE SUITE 300
    WASHINGTON,DC20036     		NONE PC COMMUNICATIONS HUB FOR CIVIL LEGAL AID 177,000
    NEW YORK HALL OF SCIENCE
    47-01 111TH STREET
    CORONA,NY11368     		NONE PC CONNECTED WORLDS 500,000
    NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS
    FIFTH AVENUE AND 42ND STREET
    NEW YORK,NY10018     		NONE PC ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) PROGAM 500,000
    NORTHWESTERN UNIVERSITY DEPT OF PHYSIOLOGY FEINBERG SCHOOL OF MEDICINE
    303 E SUPERIOR STREET
    CHICAGO,IL60611     		NONE PC DR. JEFFERY RAZIER''S RESEARCH 10,000
    NORTHWESTERN UNIVERSITY DEPT OF PHYSIOLOGY FEINBERG SCHOOL OF MEDICINE
    303 E SUPERIOR STREET
    CHICAGO,IL60611     		NONE PC DALTON JAMES SURMEIER'S RESEARCH TITLED: MOLECULAR AND CELLULAR MECHANISMS OF PARKINSON'S DISEASE 975,000
    NURSE FAMILY PARTNERSHIP
    1900 GRANT STREET SUITE 400
    DENVER,CO802034304     		NONE PC DANCE PROJECT 1,226,000
    PARENTS ASSOCIATION BRONX HIGH SCHOOL OF SCIENCE
    75 WEST 205TH STREET
    BRONX,NY10468     		NONE PC GENERAL OPERATING SUPPORT 10,000
    PING CHONG & COMPANY
    47 GREAT JONES STREET 6TH FLOOR
    NEW YORK,NY10012     		NONE PC GENERAL OPERATING SUPPORT 2,500
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 WEST 33RD STREET
    NEW YORK,NY10001     		NONE PC PUBLIC POLICY LITIGATION AND LAW PROGRAM 1,500,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 WEST 33RD STREET
    NEW YORK,NY10001     		NONE PC SOUTHERN ACCESS PROJECT 3,000,000
    POPTECH INSTITUTE
    PO BOX 1405
    CAMDEN,ME04843     		NONE PC GENERAL OPERATING SUPPORT 150,000
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023     		NONE PC PREP FOR PREP SCHOLARS AND PROFESSIONAL ADVANCEMENT 200,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    677 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PC PLANNING GRANT TO ESTABLISH A RESEARCH CONSORTIUM ON TOXIC STRESS AND HEALTH 239,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    677 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PC STEVEN GORTMAKER'S RESEARCH TITLED: CHILDHOOD OBESITY INTERVENTIONS - EVALUATING THE COST-EFFECTIVENESS OF STRATEGIES 575,516
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    677 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PC DOUGLAS MELTON'S RESEARCH TITLED: USING STEM CELLS TO MAKE MATURE PANCREATIC CELLS FOR TRANSPLANTATION AND THE ANALYSIS OF GENETIC PREDISPOSITION TO DIABETES 600,000
    PUBLIC INTEREST PROJECTS INC
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC FOUR FREEDOMS FUND 2,500,000
    PUBLIC INTEREST PROJECTS INC
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC STATE INFRASTRUCTURE FUND 850,000
    RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
    701 OKEECHOBEE BOULEVARD
    WEST PALM BEACH,FL33401     		NONE PC STAR SERIES 50,000
    REGENTS OF THE UNIV OF CALIFORNIA BIXBY CTR FOR GLOBAL REPRODUCTIVE HLTH
    3333 CALIFORNIA ST STE 335 BOX 0744
    SAN FRANCISCO,CA941430744     		NONE PC UCSF BIXBY CENTER'S PROJECT, REDUCING UNPLANNED PREGNANCY IN THE US:ADDRESSING THE NEEDS OF AT-RISK WOMEN THROUGH LONG-ACTING REVERSIBLE CONTRACEPTION 300,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    1415 WASHINGTON HEIGHTS
    ANN ARBOR,MI48109     		NONE PC CENTER FOR MANAGING CHRONIC DISEASE'S ACCELERATING TEAM IMPACT 288,809
    ROBIN HOOD FOUNDATION
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		NONE PC SANDY RELIEF FUND: BUILDING AFFORDABLE HOUSING 250,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY100656399     		NONE PC JEFFREY M. FRIEDMAN'S RESEARCH TITLED:TRANSLATIONAL STUDIES OF LEPTIN AND THE NEURAL CIRCUIT REGULATING BODY WEIGHT 1,075,747
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY100656399     		NONE PC PAUL GREENGARD'S RESEARCH TITLED: MOLECULAR MECHANISMS UNDERLYING DEGENERATION AND CELL-SPECIFIC ADAPTATION IN PARKINSON'S DISEASE 963,800
    ROCKVILLE INSTITUTE
    1600 RESEARCH BOULEVARD
    ROCKVILLE,MD208503129     		NONE PC HEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL 842,320
    ROUNDABOUT THEATRE COMPANY INC
    231 WEST 39TH STREET SUITE 1200
    NEW YORK,NY10018     		NONE PC EDUCATION AT ROUNDABOUT PROGRAM 50,000
    SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 NORTH TORREY PINES ROAD
    LA JOLLA,CA920371002     		NONE PC FRED GAGE'S RESEARCH TITLED: MODELING PARKINSON'S DISEASE 700,000
    SANCTUARY FOR FAMILIES
    PO BOX 1406 WALL STREET STATION
    NEW YORK,NY10268     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SAY YES TO EDUCATION
    320 PARK AVE 21ST FL
    NEW YORK,NY10022     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE PC SPLC IMMIGRANT JUSTICE PROJECT 750,000
    SOUTHFACE ENERGY INSTITUTE
    241 PINE STREET
    ATLANTA,GA30308     		NONE PC GRANTS TO GREEN REAL ESTATE PORTFOLIO 522,000
    STARELIEF AND PET ASSISTANCE INC
    91 STRAWBERRY HILL AVENUE UNIT 122
    STAMFORD,CT06902     		NONE PC GENERAL OPERATING SUPPORT 20,000
    TIDES CENTER
    55 EXCHANGE PLACE SUITE 402
    NEW YORK,NY10005     		NONE PC OPPORTUNITY AGENDA FOR RESEARCH AND RECOMMENDATION ON DEEP POVERTY IN PUBLIC DISCOURSE AND PUBLIC OPINION 450,000
    TIDES CENTER
    55 EXCHANGE PLACE SUITE 402
    NEW YORK,NY10005     		NONE PC GENERAL OPERATING SUPPORT FOR THE OPPORTUNITY AGENDA 500,000
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129     		NONE PC ALLIANCE FOR CITIZENSHIP (A4C) 1,000,000
    TRUSTEES OF TUFTS COLLEGE OFFICE OF RESEARCH ADMINISTRATION
    136 HARRISON AVENUE
    BOSTON,MA02111     		NONE PC CHILD OBESITY 180 PROGRAM 1,000,000
    TRUSTEES OF THE UNIV OF PENNSYLVANIA 12-102 TRANSLATIONAL RESEARCH CTR
    3400 CIVIC CENTER BOULEVARD
    PHILADELPHIA,PA191046149     		NONE PC MITCHELL LAZAR'S RESEARCH TITLED, THE EPIGENETICS OF DIABETES 450,000
    VANGUARD CHARITABLE ENDOWMENT PROGRAM
    PO BOX 55766
    BOSTON,MA022055766     		NONE PC DONOR ADVISED FUND 250,000
    VIVIAN BEAUMONT THEATER INC DBA LINCOLN CENTER THEATER
    150 WEST 65TH STREET
    NEW YORK,NY10023     		NONE PC OPEN STAGES EDUCATION PROGRAM 50,000
    WEILL CORNELL MEDICAL COLLEGE
    525 EAST 68TH STREET BOX 99
    NEW YORK,NY10028     		NONE PC MICHAEL G. KAPLITT'S RESEARCH TITLED, P11 ACTIONS ON MOTOR AND NON-MOTOR SYMPTOMS IN PARKINSON'S DISEASE 700,000
    WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
    9 CAMBRIDGE CENTER
    CAMBRIDGE,MA021421479     		NONE PC SUSAN LINDQUIST'S RESEARCH TITLED, A YEAST DISCOVERY PLATFORM FOR PARKINSON'S DISEASE GENOMICS AND DRUG DISCOVERY 695,424
    WNET
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		NONE PC CYBERCHASE: MATH & THE ENVIRONMENT 400,000
    YESHIVA UNIVERSITY
    55 FIFTH AVENUE
    NEW YORK,NY10003     		NONE PC IMMIGRATION JUSTICE CLINIC/ASYLUM REPRESENTATION PROJECT 874,156
    Total .................................bullet 3a 78,051,333
    bApproved for future payment
    CENTER FOR REPRODUCTIVE RIGHTS INC
    120 WALL STREET
    NEW YORK,NY10008     		NONE PC GENERAL OPERATING SUPPORT 600,000
    ENTERPRISE COMMUNITY PARTNERS INC
    11000 BROKEN LAND PARKWAY
    COLUMBIA,MD21044     		NONE PC EVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING 4,358,110
    NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS OF THE UNITED STATES
    101 N WACKER DRIVE
    CHICAGO,IL60606     		NONE PC NATIONAL SCALING AND DISSEMINATION OF THE YMCA'S DIABETES AND PREVENTION PROGRAM 6,590,849
    NEW VENTURE FUND
    1201 CONNECTICUT AVENUE SUITE 300
    WASHINGTON,DC20036     		NONE PC COMMUNICATIONS HUB FOR CIVIL LEGAL AID 223,000
    THE ASPEN INSTITUTE
    1 DUPONT CIRCLE SUITE 700
    WASHINGTON,DC20036     		NONE PC ASPEN FORUM FOR COMMUNITY SOLUTIONS 467,886
    NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE
    KECK CENTER 500 FIFTH STREET NW
    WASHINGTON,DC20001     		NONE PC ROUNDTABLE ON OBESITY SOLUTIONS 300,000
    SOUTHFACE ENERGY INSTITUTE
    241 PINE STREET
    ATLANTA,GA30308     		NONE PC GRANTS TO GREEN REAL ESTATE PORTFOLIO 891,850
    LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
    1401 NEW YORK AVENUE NW SUITE 400
    WASHINGTON,DC20005     		NONE PC VOTING RIGHTS PROJECT 4,500,000
    PUBLIC INTEREST PROJECTS INC
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC $2,500,000 FOR THE FOUR FREEDOMS FUND AND $200,000 FOR THE NATIONAL PARTNERSHIP FOR NEW AMERICANS 2,700,000
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129     		NONE PC ALLIANCE FOR CITIZENSHIP 1,000,000
    HEALTH CARE WITHOUT HARM
    12355 SUNRISE DRIVE SUITE 680
    RESTON,VA20191     		NONE PC GENERAL OPERATING SUPPORT 1,500,000
    CENTER FOR COMMUNITY CHANGE
    1536 U STREET NW
    WASHINGTON,DC20009     		NONE PC GENERAL OPERATING SUPPORT 14,500,000
    INNOVATION NETWORK INC
    1625 K ST NW SUITE 1050
    WASHINGTON,DC20006     		NONE PC EVALUATION OF THE CENTER FOR COMMUNITY CHANGE - JPB PROVISION OF GENERAL OPERATING SUPPORT 1,374,542
    ROCKVILLE INSTITUTE
    1600 RESEARCH BOULEVARD
    ROCKVILLE,MD208503129     		NONE PC HEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL 1,981,369
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 WEST 33RD STREET
    NEW YORK,NY10001     		NONE PC PUBLIC POLICY LITIGATION AND LAW PROGRAM 6,000,000
    CENTER ON BUDGET AND POLICY PRIORITIES
    820 FIRST STREET NE
    WASHINGTON,DC20002     		NONE PC ADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA 2,612,000
    ELEVATE ENERGY (FORMERLY CNT ENERGY)
    1741 N WESTERN AVENUE
    CHICAGO,IL60647     		NONE PC NATIONAL DELIVERY NETWORK FOR ENERGY EFFICIENCY SERVICE PROVIDERS TO SERVE AFFORDABLE HOUSING 2,710,000
    NATIONAL HOUSING TRUST
    1101 30TH STREET NW SUITE 100A
    WASHINGTON,DC20007     		NONE PC SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES 570,000
    ENERGY FOUNDATION
    301 BATTERY STREET FIFTH FL
    SAN FRANCISCO,CA94111     		NONE PC SCALING EFFICIENCY IN AFFORDABLE, MULTIFAMILY HOUSING 3,500,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC SCALING UP EFFICIENCY IN LOW-INCOME COMMUNITIES 2,200,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE BUILDING
    3-208
    CAMBRIDGE,MA021394307     		NONE PC PICOWER INSTITUTE INNOVATION FUND (PIIF) 2,700,000
    VIVIAN BEAUMONT THEATER INC
    150 WEST 65TH STREET
    NEW YORK,NY10023     		NONE PC LINCOLN CENTER THEATER'S OPEN STAGES EDUCATION PROGRAM 100,000
    ROUNDABOUT THEATRE COMPANY INC
    231 WEST 39TH STREET SUITE 1200
    NEW YORK,NY10018     		NONE PC EDUCATION AT ROUNDABOUT 100,000
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039     		NONE PC IN SCHOOL PROGRAM: CHILDREN, COMMUNITIES, AND EXCELLENCE 100,000
    RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
    701 OKEECHOBEE BOULEVARD
    WEST PALM BEACH,FL33401     		NONE PC STAR SERIES 100,000
    MANHATTAN THEATRE CLUB INC
    311 WEST 43RD STREET 8TH FLOOR
    NEW YORK,NY10036     		NONE PC MTC'S EDUCATION PROGRAM 100,000
    THE BRIDGESPAN GROUP INC
    2 COPLEY PLACE 7TH FLOOR SUITE
    3700B
    BOSTON,MA02116     		NONE PC JPB TOXIC STRESS CONSORTIUM PLANNING 159,687
    LOCAL INITIATIVES SUPPORT CORPORATION
    501 SEVENTH AVENUE 7TH FLOOR
    NEW YORK,NY10018     		NONE PC LISC RELIEF FUND 125,000
    CITY OF LONG BEACH
    1 WEST CHESTER STREET
    LONG BEACH,NY11561     		NONE PC CITY OF LONG BEACH HURRICANE SANDY RELIEF 178,092
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE PC GENERAL OPERATING SUPPORT 75,000
    Total .................................bullet 3b 62,317,385
    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 1,785,605  
    4 Dividends and interest from securities....     14 13,621,642  
    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 18,270,615  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME     01 115  
    bFOREIGN EXCHANGE LOSS     01 -14,229  
    cLOSS ON DISPOSAL OF ASSET     01 -2,201  
    dINCOME FROM PARTNERSHIP K-1S 525990 194,515 14 3,142,368  
    eLESS: K-1 INCOME REFLECTED FOR NET INV INC BUT NOT FOR BOOK 525990 -194,515 14 -3,142,368  
    12 Subtotal. Add columns (b), (d), and (e).. 0 33,661,547 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1333,661,547
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE JPB FOUNDATION
     
    Employer identification number

    90-0747216
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE JPB FOUNDATION
          		Employer identification number

    90-0747216
    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
     
     

    ESTATE OF JEFFRY M PICOWER  
    1410 SOUTH OCEAN BOULEVARD
     
    PALM BEACH, FL33480

    		$1,185,300,750


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE JPB FOUNDATION
          		Employer identification number

    90-0747216
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE JPB FOUNDATION
          		Employer identification number

    90-0747216
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 49,594 4,959   44,635

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

    TY 2013 DepreciationSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    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
    COMPUTER SOFTWARE 2011-10-12 39,997 18,766 SL 3.000000000000 13,332 0    
    COMPUTER SOFTWARE 2011-10-13 15,000 7,083 SL 3.000000000000 5,000 0    
    COMPUTER SOFTWARE 2012-01-26 15,000 2,500 SL 3.000000000000 5,000 0    
    COMPUTER SOFTWARE 2012-11-01 18,500 3,083 SL 3.000000000000 6,167 0    
    OFFICE & COMPUTER 2012-01-05 1,287 215 SL 3.000000000000 429 0    
    OFFICE & COMPUTER 2012-01-18 625 104 SL 3.000000000000 208 0    
    OFFICE & COMPUTER 2012-03-20 278 46 SL 3.000000000000 93 0    
    OFFICE & COMPUTER 2012-06-20 14,903 2,484 SL 3.000000000000 4,968 0    
    OFFICE & COMPUTER 2012-06-25 200 33 SL 3.000000000000 67 0    
    OFFICE & COMPUTER 2012-09-12 448 75 SL 3.000000000000 149 0    
    OFFICE & COMPUTER 2012-11-27 4,149 691 SL 3.000000000000 1,383 0    
    COMPUTER SOFTWARE 2013-01-01 10,950   SL 3.000000000000 1,825 0    
    OFFICE & COMPUTER 2013-01-01 27,058   SL 5.000000000000 2,706 0    
    FURNITURE & FIXTURE 2013-01-01 84,075   SL 7.000000000000 6,005 0    
    LEASEHOLD IMPROVEMENT 2013-01-01 43,359   SL 3.000000000000 7,226 0    

    TY 2013 GeneralExplanationAttachment
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Identifier Return Reference Explanation
    DONOR ADVISED FUNDS FORM 990-PF, PART VII-A, LINE 12 THE JPB FOUNDATION MADE CHARITABLE GIFTS IN YEAR ENDED 12/31/2013 TO DONOR ADVISED FUNDS. ALL CONTRIBUTIONS ARE BEING USED TO SUPPORT CHARITABLE PURPOSES.
    NAME OF FOREIGN COUNTRY FORM 990-PF, PART VII-A, LINE 16 UNITED KINGDOM AND CANADA.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Name of Bond End of Year Book Value End of Year Fair Market Value
    1,000,000 COMWLTH BK FLTG RT 1.19875% DUE 09-18-2015 1,007,805 1,010,868
    850,000 PVTPL NATL AUSTRALIA BK LTD GLOBAL MEDIUM 2.75 09-28-2015 876,242 880,158
    400,000 RIO TINTO FIN USA PLC GTD NT 1.125 DUE 03-20-2015 401,826 402,226
    500,000 PVTPL XSTRATA FIN CDA LTD NT 2.85 DUE 11-10-2014 BEO 507,100 506,940
    1,000,000 TORONTO DOMINION BK SR MTN FLTG RT DUE 05-01-2015 1,000,000 1,000,960
    1,000,000 PVTPL SOCIETE GENERALE NT 144A 2.5% DUE 01-15-2014 BEO 1,000,705 1,000,460
    1,000,000 TOTAL CAP 3% DUE 06-24-2015 1,035,520 1,035,812
    1,000,000 ING BANK NV FLTG RT DUE 06-09-2014 1,004,137 1,005,424
    1,000,000 SHELL INTL FIN B V 3.1% DUE 06-28-2015 1,038,413 1,037,783
    1,000,000 PVTPL STANDARD CHARTERED PLC 5.5% DUE 11-18-2014 BEO 1,039,306 1,040,380
    1,000,000 AMERICAN EXPRESS CENTURION BK FRN BK NT FLTG RT 11-13-2015 REG 1,002,643 1,004,518
    750,000 AMERN HONDA FIN 1% DUE 08-11-2015 754,549 752,940
    750,000 ANHEUSER-BUSCH .8 DUE 07-15-2015 751,717 753,733
    1,000,000 AT&T INC GLOBAL NT .875 DUE 02-13-2015 1,001,957 1,002,111
    1,000,000 BANK OF AMERICA CORP 1.5 09 OCT 2015 1,002,450 1,010,069
    663,000 BAXTER INTL INC SR NT FLTG RATE DUE 12-11-2014 REG 663,000 663,838
    1,000,000 CITIGROUP INC 2.65% DUE 03-02-2015 1,015,976 1,020,282
    1,000,000 COMCAST CORP NEW 5.85% DUE 11-15-2015 1,095,732 1,094,079
    1,000,000 DEERE JOHN CAP CORP BOOK ENTRY TRANCHE #TR 00385 FLT RT 01-12-2015 1,000,000 1,000,680
    500,000 ECOLAB INC 2.375% DUE 12-08-2014 507,576 507,829
    979,000 ENTERPRISE PRODS 5.6% DUE 10-15-2014 1,015,430 1,017,315
    1,000,000 GENERAL ELEC CAP CORP MEDIUM TERM NTS 2.15 DUE 01-09-2015 1,015,447 1,018,315
    750,000 GOLDMAN SACHS GROUP INC NT FLT RT DUE 01-12-2015 REG 747,941 749,546
    1,000,000 J P MORGAN CHASE & CO MEDIUM TERM SR NTSFLTG RT DUE 10-15-2015 1,004,369 1,003,927
    1,000,000 KRAFT FOODS GROUP 1.625% DUE 06-04-2015 1,013,886 1,012,701
    1,000,000 PVTPL DAIMLER FIN NORTH AMER LLC GTD NT 144A 1.875% DUE 09-15-2014 1,007,509 1,008,652
    1,000,000 UNITEDHEALTH GROUP 4.875% DUE 03-15-2015 1,049,984 1,050,241
    1,000,000 VERIZON COMMUNICATIONS INC NT FLTG 144A DUE 03-06-2015 BEO 1,000,000 998,305
    1,000,000 WELLPOINT INC 1.25% DUE 09-10-2015 1,008,931 1,006,951
    1,000,000 WELLS FARGO & CO 1.25% DUE 02-13-2015 1,006,961 1,008,256
    4,315,051.44 MFO OPPENHEIMER SR FLOATING RATE FD CL I 36,105,197 36,289,583
    7,504,358.05 MFO RIDGEWORTH FDS SEIX FLTG RATE INC FDCL I 67,500,000 67,989,484

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Name of Stock End of Year Book Value End of Year Fair Market Value
    26,500 ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR 2,521,752 2,821,190
    60,000 CENOVUS ENERGY INC COM 1,865,491 1,719,000
    15,000 METHANEX CORP COM STK 682,946 888,600
    46,750 JC DECAUX SA NPV 1,625,508 1,930,642
    26,800 PERNOD RICARD NPV EUR 1.55 3,124,833 3,058,096
    10,100 ADR FOMENTO ECONOMICO MEXICANA SAB DE CV 993,077 988,487
    54,600 HEINEKEN HOLDING EUR1.6 A 3,321,531 3,459,731
    63,320 ADR UNILEVER N V NEW YORK SHS NEW 2,392,587 2,547,364
    36,355 RICHEMONT(CIE FIN) CHF1 (REGD) SER 'A' 3,499,243 3,629,981
    2,900 SWATCH GROUP CHF2.25(BR) 1,727,054 1,922,247
    61,000 ADR ABB LTD SPONSORED ADR 1,380,650 1,620,160
    82,500 ADR NESTLE S A SPONSORED ADR REPSTG REG SH 5,392,992 6,071,175
    37,900 ADR NESTLE S A SPONSORED ADR REPSTG REG SH 2,499,602 2,789,061
    33,700 ADR NOVARTIS AG 2,156,584 2,708,806
    50,000 DIAGEO ORD PLC 1,571,434 1,656,250
    7,000 RECKITT BENCK GRP ORD GBP0.10 494,278 555,688
    67,000 SABMILLER PLC ORD USD0.10 3,289,366 3,441,141
    7,000 ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS 451,641 498,890
    14,000 DIAGEO PLC SPONSORED ADR NEW 1,636,949 1,853,880
    18,000 3M CO COM 2,070,007 2,524,500
    34,323 ACCENTURE PLC SHS CL A NEW 2,813,480 2,822,037
    120,000 ACTIVISION BLIZZARD INC COM STK 1,812,848 2,139,600
    15,000 AETNA INC 963,626 1,028,850
    13,500 AMERICAN EXPRESS CO 999,981 1,224,855
    62,993 AMETEK INC NEW COM 3,304,562 3,317,841
    16,408 ANSYS INC COM 1,427,759 1,430,778
    28,294 AON PLC COM 2,361,075 2,373,584
    4,100 APPLE INC COM STK 1,759,716 2,300,551
    33,244 BAXTER INTL INC COM 2,257,941 2,312,120
    22,200 BED BATH BEYOND INC COM 1,260,365 1,782,660
    20,000 BED BATH BEYOND INC COM 1,530,670 1,606,000
    32 BERKSHIRE HATHAWAY INC DEL CL A CL A 5,369,137 5,692,800
    33,300 BERKSHIRE HATHAWAY INC-CL B 3,093,828 3,948,048
    19,000 BERKSHIRE HATHAWAY INC-CL B 2,230,164 2,252,640
    21,300 BOEING CO COM 2,247,438 2,907,237
    4,250 BROWN FORMAN CORP CL A CL A 286,418 313,523
    10,500 BROWN-FORMAN INC CL B NON-VTG COM 700,742 793,485
    38,000 CARDINAL HLTH INC 1,890,946 2,538,780
    35,000 CARPENTER TECH CORP COM 1,702,672 2,177,000
    25,300 CHUBB CORP COM 1,951,303 2,444,739
    26,400COCA COLA CO COM 1,013,961 1,090,584
    23,750 COMCAST CORP NEW CL A SPL CL A SPL 1,001,363 1,184,650
    69,800 COMCAST CORP NEW-CL A 2,666,101 3,627,157
    55,000 CONAGRA FOODS INC 1,993,355 1,853,500
    60,000COVANTA HLDG CORP COM 1,244,213 1,065,000
    75,000 CSX CORP COM 1,834,646 2,157,750
    13,000EBAY INC COM USD0.001 683,523 713,570
    13,600EBAY INC COM USD0.001 707,403 746,504
    10,600 EOG RESOURCES INC COM 1,319,098 1,779,104
    3,310 GOOGLE INC CL A CL A 2,420,940 3,709,550
    30,000 HANESBRANDS INC COM STK 1,591,736 2,108,100
    50,000 HCA HLDGS INC COM 1,864,362 2,385,500
    50,000 HERTZ GLOBAL HLDGS INC COM 1,186,945 1,431,000
    42,000 HILL ROM HLDGS INC COM STK 1,456,246 1,736,280
    68,721 HOSPIRA INC COM 2,843,255 2,836,803
    42,000 HYATT HOTELS CORP COM CL A COM CL A 1,759,594 2,077,320
    10,500 JOHNSON & JOHNSON COM USD1 747,770 961,695
    42,000 JPMORGAN CHASE & CO COM 2,309,541 2,456,160
    20,000 KRAFT FOODS GROUP INC COM 1,153,846 1,078,400
    60,300 LIBERTY INTERACTIVE CORP INTERACTIVE COMSER A 1,236,353 1,769,805
    10,350 MARTIN MARIETTA MATLS INC COM 1,004,297 1,034,379
    5,250 MASTERCARD INC CL A 3,272,866 4,386,165
    42,000 MATTEL INC COM 1,897,465 1,998,360
    40,000 MICROSOFT CORP COM 1,288,342 1,497,200
    73,900 MICROSOFT CORP COM 2,015,178 2,766,077
    50,000 MONDELEZ INTL INC COM 1,518,606 1,765,000
    29,000 NATL FUEL GAS CO COM 1,817,280 2,070,600
    47,000 NIELSEN N.V 1,596,023 2,156,830
    16,200 OCCIDENTAL PETROLEUM CORP 1,278,770 1,540,620
    31,000 OMNICOM GROUP INC COM 2,040,629 2,305,470
    12,000 PEPSICO INC COM 831,647 995,280
    75,000 PFIZER INC COM 2,164,048 2,297,250
    13,600 PRAXAIR INC COM 1,525,253 1,768,408
    3,250 PROCTER & GAMBLE COM NPV 252,330 264,583
    22,000 PROCTER & GAMBLE COM NPV 1,787,054 1,791,020
    73,400 PROGRESSIVE CORP OH COM 1,605,142 2,001,618
    28,900 QUALCOMM INC COM 1,844,211 2,145,825
    24,000 RANGE RES CORP COM 1,850,472 2,023,440
    15,000 RAYTHEON CO USD0.01 1,049,054 1,360,500
    67,557 ROBERT HALF INTL INC COM 2,846,156 2,836,718
    10,000 ROCKWELL AUTOMATION 913,400 1,181,600
    11,000 SCHEIN HENRY INC COM 1,129,110 1,256,860
    22,000 SCHLUMBERGER LTD COM COM 1,711,886 1,982,420
    17,200 SCHLUMBERGER LTD COM COM 1,283,085 1,549,892
    25,000 SCOTTS MIRACLE-GRO CLASS'A'COM NPV 1,251,464 1,555,500
    27,876 SCRIPPS NETWORKS INTERACTIVE INC CL A COM STK 2,398,783 2,408,765
    6,700 SCRIPPS NETWORKS INTERACTIVE INC CL A COM STK 504,144 578,947
    65,000 SEALED AIR CORP NEW COM STK 1,785,222 2,213,250
    35,000 SEAWORLD ENTMT INC COM 1,063,537 1,006,950
    35,500 SOUTHWESTERN ENERGY CO COM 1,196,539 1,396,215
    40,785 STANLEY BLACK & DECKER INC COM 3,313,010 3,290,942
    29,862 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM STK 2,365,453 2,372,536
    28,287 T ROWE PRICE GROUP INC 2,354,666 2,369,602
    32,300 TARGET CORP COM STK 1,931,811 2,043,621
    18,684 TOWERS WATSON & CO CL A COM STK 2,363,984 2,384,265
    82,590 TRIMBLE NAV LTD COM 2,854,657 2,865,873
    81,007 TWENTY-FIRST CENTY FOX INC CL A CL A 2,853,358 2,849,826
    76,500 US BANCORP 2,514,149 3,090,600
    8,250 VISA INC COM CL A STK 1,501,946 1,837,110
    38,188 WABTEC CORP COM 2,816,151 2,836,223
    13,600 WAL-MART STORES INC COM 934,229 1,070,184
    36,089 WASTE MGMT INC DEL COM STK 1,225,791 1,619,313
    28,502 WATERS CORP COM 2,859,740 2,850,200
    78,600 WELLS FARGO & CO NEW COM STK 3,248,100 3,568,440
    67,000 WELLS FARGO & CO NEW COM STK 2,336,864 3,041,800
    14,808 WYNN RESORTS LTD COM 2,868,277 2,875,862
    968,683.4 MFO T ROWE PRICE INSTL EM MKT EQ FDS INC 27,600,000 28,479,292
    2,242,628.99 MFO DODGE & COX INTL STK FD 82,500,000 96,522,752
    1,377,111.21 MFO FIRST EAGLE OVERSEAS I SHARE 31,911,969 32,362,113
    1,053,165.36 MFO GMO TR EMERGING DOMESTIC OPPORTUNITIES FD CL II 26,107,128 24,854,702
    1,823,097.72 MFO HARRIS ASSOCIATED INVESTMENT TRUST OAKMARK INTL FD CL I 47,200,000 47,983,932
    997,650.53 MFO WELLS FARGO FDS TR FOR FUTURE ISSUESSEE EMERGING MARKETS EQ F 22,000,000 21,978,241
    1,921,825.07 MFO ASTON FDS FOR FUTURE ISSUES SEE 00080Y ASTON/FAIRPOINTE MID 75,975,000 85,847,926
    715,000 MFC ISHARES TR MSCI EMERGING MKTS INDEX FD ETF 29,895,075 29,865,550
    310,000 MFC ISHARES TR MSCI EAFE ETF 19,928,170 20,788,600
    229,000 MFC ISHARES TR RUSSELL 1000 VALUE ETF 19,964,486 21,562,640
    187,000 MFC ISHARES TR RUSSELL 2000 ETF 19,962,062 21,562,970
    464,000 ISHARES TR US REAL ESTATE ETF DOW JONES US REAL ESTATE INDEX FD 29,944,764 29,273,760

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    US Government Securities - End of Year Book Value:

    187,057,146
    US Government Securities - End of Year Fair Market Value:

    183,830,150
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    925,527.07 CF HIGHCLERE INTERNATIONAL INVESTORS SMID FUND FMV 21,235,121 23,721,259
    2,339,889.01 CF WTC CTF DIH FD FMV 35,269,115 34,021,986
    26,589,606 BLACKSTONE REAL ESTATE PARTNERS VII LP FMV 26,589,606 32,147,320
    2,241,929.06 WALTON STREET REAL ESTATE FUND VII FMV 2,241,929 2,352,667
    10,522,984 GENERAL ATLANTIC PARTNERS 93, LP FMV 10,522,984 9,866,645
    20,000 CF MANIKAY OFFSHORE LTD CL B1N SER 0113 NOT NI ELIGIBLE FD FMV 20,000,000 22,268,507
    146,161.44 CF SOUTHPAW CREDIT OPPORTUNTY(FTE) LTD. CL C -NON NEW ISS SER C2 FMV 20,000,000 21,846,107
    18,823.53 CF STEADFAST INTERNATIONAL LTD CLASS P SERIES 01/2013 FUND FMV 2,000,000 2,275,765
    24,000 CF CONATUS CAPITAL OVERSEAS LTD CLASS A SUB CLASS 1 SERIES JAN 2013 F FMV 24,000,000 29,634,480
    74,682.6 CF STEADFAST INTL LTD CL R SER 01/2013 FUND FMV 8,000,000 9,156,087
    25,000,000 DARUMA GINKGO FUND LP FMV 25,000,000 33,404,777
    20,000,000 YORK CREDIT OPPORTUNITIES UNIT TRUST FMV 20,000,000 21,207,160
    24,000 CF FORTRESS MACRO MA 1 LTD CL MA B JANUARY 2013 FUND FMV 24,000,000 27,606,362
    754.65 CF KING STR CAP CL S SER 56 FD FMV 68,129 75,371
    174,174.26 CF KING STR CAP LTD CL A SER 3 FD FMV 24,822,375 27,664,063
    1,094.96 CF KING STREET CAP LTD CL S SER 53 FUND FMV 109,496 130,084
    18,348.31 CF TACONIC OPPORTUNITY OFFSHORE CL AA-NR-SER 1 FUND FMV 32,000,000 36,992,305
    185,324.3 CF THIRD POINT OFFSHORE LTD CLASS F - 63FUND FMV 18,532,430 23,089,555
    150,633.35 CF MW EUREKA CL B2 USD SHARES FUND FMV 20,000,000 21,416,748
    250,000 CF DAVIDSON KEMPNER IL (BVI) CL C TRANCHE 3 01JAN 13 FMV 25,000,000 27,450,927
    200,000 CF BRIDGEWATER PRIVATE INVESTORS OFFSHORE LTD CLASS A 01-13 FUND FMV 20,000,000 19,696,000
    500,000 BRITISH TELECOMMUNICATIONS PLC DISC COMLPAPER 4/2 YRS 3&4 03-27-2014 FMV 499,089 499,646
    1,000,000 BRITISH TELECOMMUNICATIONS PLC DISC COMLPAPER 4/2 YRS 3&4 CPN 03-1 FMV 998,440 999,465
    1,425,000 CREDIT AGRICOLE NORTH AMER INC DISC COMLPAPER 3/A3 YRS 3&4 CPN 04- FMV 1,423,667 1,424,249
    1,500,000 DEUTSCHE BK FINL LLC DISC COML PAPER 3/A2 AG N Y BRH YRS 3&4 CP FMV 1,498,988 1,499,213
    1,000,000 RECKITT BENCKISER TREAS SVCS PLC DISC COML PAPER CPN 04-17-2014 FMV 998,801 999,417
    490,000 SABMILLER HLDGS INC CPN 01-17-2014 FMV 489,940 489,951
    2,000,000 SKANDINAVISKA ENSKILDA BANKEN AB DISC COML PAPER 4/2 YRS 3&4 CPN 0 FMV 1,998,717 1,999,169
    866,000 VALSPAR CORP DISC COML PAPER 4/2 YRS 3&401-24-2014 FMV 865,844 865,871
    525,000 VIRGINIA ELEC & PWR CO DISC COML PAPER 3/A3 YRS 3&4 01-21-2014 FMV 524,883 524,933
    750,000 VODAFONE GROUP PLC DISC CPN 01-02-2014 FMV 749,975 749,992

    TY 2013 LandEtcSchedule2
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER SOFTWARE 39,997 32,098 7,899  
    COMPUTER SOFTWARE 15,000 12,083 2,917  
    COMPUTER SOFTWARE 15,000 7,500 7,500  
    COMPUTER SOFTWARE 18,500 9,250 9,250  
    OFFICE & COMPUTER 1,287 644 643  
    OFFICE & COMPUTER 625 312 313  
    OFFICE & COMPUTER 278 139 139  
    OFFICE & COMPUTER 14,903 7,452 7,451  
    OFFICE & COMPUTER 200 100 100  
    OFFICE & COMPUTER 448 224 224  
    OFFICE & COMPUTER 4,149 2,074 2,075  
    COMPUTER SOFTWARE 10,950 1,825 9,125  
    OFFICE & COMPUTER 27,058 2,706 24,352  
    FURNITURE & FIXTURE 84,075 6,005 78,070  
    LEASEHOLD IMPROVEMENT 43,359 7,226 36,133  


    TY 2013 LegalFeesSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 92,430 75,551   16,879


    TY 2013 OtherAssetsSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MAPS 159,600 159,600 159,600
    RUGS AND CARPETS 145,000 145,000 145,000
    EUROPEAN FURNITURE & DECORATIVE OBJECTS 20,000 20,000 20,000
    FSA SECURITY DEPOSIT 1,100 1,100 1,100
    DUE FROM BROKER   23,079,955 23,079,955


    TY 2013 OtherExpensesSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 27 27   0
    COMPUTER EXPENSE 101,495 42,291   59,204
    DUES & SUBSCRIPTION 29,103 1,840   27,263
    INSURANCE 49,024 0   49,024
    MAINTENANCE & REPAIR 37,205 3,721   33,484
    OFFICE EXPENSE 33,429 0   33,429
    OTHER EXPENSES 15,604 0   15,604
    PAYROLL SERVICES 4,048 2,500   1,548
    SUPPLIES 21,734 2,173   19,561
    TELEPHONE 22,184 2,218   19,966


    TY 2013 OtherIncomeSchedule2
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 115 115 115
    FOREIGN EXCHANGE LOSS -14,229 -14,229 -14,229
    LOSS ON DISPOSAL OF ASSET -2,201   -2,201
    INCOME FROM PARTNERSHIP K-1S 3,336,883 3,142,368 3,336,883
    LESS: K-1 INCOME REFLECTED FOR NET INV INC BUT NOT FOR BOOK -3,336,883   -3,336,883


    TY 2013 OtherIncreasesSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Description Amount
    PRIOR PERIOD ADJUSTMENT 157,228


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT & ADVISORY FEES 2,325,943 2,325,943   0
    OTHER PROFESSIONAL FEES 2,366,364 324,929   2,041,435
    CONSULTING EXPENSES 583,333 583,333   0
    CUSTODY FEES 110,074 110,074   0
    PERFORMANCE FEES 67,817 67,817   0


    TY 2013 TaxesSchedule
    Name:
    THE JPB FOUNDATION
    EIN: 90-0747216
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 2,450,000 0   0
    STATE TAXES 225 0   0
    FOREIGN TAX PAID 63,008 63,008   0
    PAYROLL TAXES 161,106 99,504   61,602
    PRIVATE FUND TAX WITHHOLDING 7,171 7,171   0