Form990-PF

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

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 217   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RIDERWOOD, MD21139
A Employer identification number

14-6018307
B Telephone number (see instructions)

(410) 828-4486
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$12,482,799J 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) 1,042,542
2 Check bullet
3 Interest on savings and temporary cash investments 71 71  
4 Dividends and interest from securities...... 282,704 282,704  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,735
b Gross sales price for all assets on line 6a 2,031,782
7 Capital gain net income (from Part IV, line 2)... 54,735
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -1,428 0 0
12 Total. Add lines 1 through 11........ 1,378,624 337,510 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,511 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,000 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,774 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,285 0 0 0
25 Contributions, gifts, grants paid........ 1,527,950 1,527,950
26 Total expenses and disbursements. Add lines 24 and 25 1,542,235 0 0 1,527,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -163,611
b Net investment income (if negative, enter -0-) 337,510
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 695,874 386,270 386,270
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 250,816 Click to see attachment152,111 153,733
b Investments—corporate stock (attach schedule)........ 3,519,696 Click to see attachment4,581,840 9,122,533
c Investments—corporate bonds (attach schedule)........ 3,624,153 Click to see attachment2,742,417 2,748,356
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment64,169 69,655
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment750 Click to see attachment2,252 Click to see attachment2,252
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,091,289 7,929,059 12,482,799
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 351 351
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,317 Click to see attachment2,698
23 Total liabilities (add lines 17 through 22).......... 1,668 3,049
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......... 8,089,621 7,926,010
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).................... 8,089,621 7,926,010
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,091,289 7,929,059
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 8,089,621
2 Enter amount from Part I, line 27a..................... 2 -163,611
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 7,926,010
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 7,926,010
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 PUBLIC STORAGE SERIES CAPITAL GAIN DISTRIBUTION     2013-12-31
b CREDIT SUISSE GUERNSEY B 7.9%   2013-01-31 2013-03-28
c ING GROEP N V CUML 8.5%   2013-03-26 2013-12-15
d NEWMONT MINING CORP, 3000 SH   2012-08-14 2013-05-21
e GOLDMAN SACHS GROUP INC 3.0%   2012-08-17 2013-02-22
FASTENAL CO, 2000 SH   2011-10-24 2013-04-25
ACCENTURE PLC IRELAND CL A, 2000 SH   2009-11-29 2013-11-07
ALLSTATE LIFE GLOBAL 5.375%   2009-10-06 2013-04-30
ALLTEL CORPORATION 6.5%   2009-04-02 2013-11-01
CATERPILLAR INC, 1000 SH   2007-01-27 2013-11-07
CATERPILLAR FIN SVS CORP 4.25%   2008-02-04 2013-08-15
CDN NATL RAILWAY CO NTS 4.4%   2009-10-06 2013-03-15
FHLB BOND 2.625%   2011-02-24 2013-11-07
GOLDMAN SACHS GROUP INC 4.75%   2009-01-09 2013-07-15
HOUSEHOLD FIN CORP NTS 3.898%   2003-11-17 2013-11-10
JOHN DEERE CPTL CORP 3.4%   2009-07-10 2013-07-15
NATIONAL RURAL UTILS 2.65%   2009-11-09 2013-11-15
US TSY NOTE 2.75%   2011-02-24 2013-11-07
(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 2     2
b 50,000   51,763 -1,763
c 50,000   52,629 -2,629
d 93,959   150,734 -56,775
e 150,000   150,000 0
98,679   72,995 25,684
150,312   81,580 68,732
100,000   107,160 -7,160
100,000   103,216 -3,216
83,223   58,707 24,516
150,000   150,000 0
100,000   105,497 -5,497
52,370   49,228 3,142
200,000   194,060 5,940
300,000   300,000 0
100,000   100,000 0
200,000   200,000 0
53,237   49,478 3,759
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2
b       -1,763
c       -2,629
d       -56,775
e       0
      25,684
      68,732
      -7,160
      -3,216
      24,516
      0
      -5,497
      3,142
      5,940
      0
      0
      0
      3,759
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 54,735
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 1,927,805 10,345,265 0.186347
2011 2,318,921 9,812,608 0.236321
2010 1,884,458 8,815,889 0.213757
2009 1,800,927 7,705,833 0.233710
2008 1,035,970 8,504,015 0.121821
2 Total of line 1, column (d) ...................... 2 0.991956
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 0.198391
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 11,785,661
5 Multiply line 4 by line 3....................... 5 2,338,169
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,375
7 Add lines 5 and 6......................... 7 2,341,544
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,527,950
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,750
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 6,750
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 6,750
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,052
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 6,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,052
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 3,302
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet3,302 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD, 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.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletB WALDHOLTZ Telephone no.bullet (410) 828-4480
    Located atbulletPO BOX 217RIDERWOODMD ZIP+4bullet21139
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MRS SHEILA S PAKULA PRESIDENT
    0.00     		0 0 0
    2526 STONE MILL ROAD
    BALTIMORE,MD212083414
    LAWRENCE PAKULA BOARD MEMBER
    0.00     		0 0 0
    2526 STONE MILL ROAD
    BALTIMORE,MD212083414
    MRS BAILA P WALDHOLTZ BOARD MEMBER
    0.00     		0 0 0
    1245 HARTFORD DRIVE
    VIRGINIA BEACH,VA23464
    MS ANNETTE KESSEL BOARD MEMBER
    0.00     		0 0 0
    155 EAST 29TH STREET
    NEW YORK,NY10016
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    589,283
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,750
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,750
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    582,533
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    582,533
    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
    582,533
    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 7 582,533
    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....... 619,929
    b From 2009....... 1,420,031
    c From 2010....... 1,449,498
    d From 2011....... 1,833,749
    e From 2012....... 1,418,640
    fTotal of lines 3a through e......... 6,741,847
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,527,950
    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..... 582,533
    e Remaining amount distributed out of corpus 945,417
    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 7,687,264
    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) ...     		619,929
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		7,067,335
    10 Analysis of line 9:
    a Excess from 2009.... 1,420,031
    b Excess from 2010.... 1,449,498
    c Excess from 2011.... 1,833,749
    d Excess from 2012.... 1,418,640
    e Excess from 2013.... 945,417
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    B WALDHOLTZ
    PO BOX 217
    RIDERWOOD,MD21139
    (410) 828-4480
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    OCTOBER 19, 2013
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    AMER ACADEMY OF PEDIATRICS
    141 NW POINT BLVD
    ELK GROVE VILLAGE,IL60007     		N/A PUBLIC CHARITY PEDIATRICS 10,000
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    PO BOX 2035
    NEW YORK,NY10021     		N/A EDUCATIONAL PROGRAM SUPPORT 10,000
    AMERICAN JEWISH COMMITEE
    20 S CHARLES ST 401
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    AMERICAN VISIONARY ART MUSEUM
    80 KEY HIGHWAY
    BALTIMORE,MD21230     		N/A PUBLIC CHARITY PROGRAM SUPPORT 8,000
    ANTI DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158     		N/A PUBLIC CHARITY PROGRAM SUPPORT 9,250
    B'NAI BRITH INTERNATIONAL
    2020 K ST NW
    WASHINGTON,DC20006     		N/A RELIGIOUS PROGRAM SUPPORT 2,000
    BALTIMORE & OHIO RR MUSEUM
    901 W PRATT ST
    BALTIMORE,MD21223     		N/A EDUCATIONAL PROGRAM SUPPORT 5,000
    BALTIMORE COMMUNITY FOUNDATION
    2 E READ ST
    BALTIMORE,MD21202     		N/A PUBLIC CHARITY PROGRAM SUPPORT 3,750
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DR
    BALTIMORE,MD21218     		N/A EDUCATIONAL PROGRAM SUPPORT 6,250
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL ST
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 7,500
    BELOIT COLLEGE
    700 COLLEGE ST
    BELOIT,WI53511     		N/A EDUCATIONAL VARIOUS 59,500
    BIRTH RIGHT ISRAEL FOUNDATION
    33 E 33RD ST
    NEW YORK,NY10016     		N/A RELIGIOUS PROGRAM SUPPORT 2,500
    CARE
    151 ELLIS ST
    ATLANTA,GA303032440     		N/A PUBLIC CHARITY PROGRAM SUPPORT 13,000
    CENTER STAGE
    700 N CALVERT ST
    BALTIMORE,MD21202     		N/A PUBLIC CHARITY PROGRAM DEVELOPMENT 4,000
    CENTRAL SCHOLARSHIP BUREAU
    1700 REISTERSTOWN RD
    BALTIMORE,MD21208     		N/A PUBLIC CHARITY EDUCATION 15,250
    CHILDRENS MERCY HOSPITAL
    2401 GILLHAM RD
    KANSAS CITY,MO64108     		N/A MEDICAL PROGRAM SUPPORT 3,000
    CHIZUK AMUNO CONGREGATION
    27-35 LLOYD ST
    BALTIMORE,MD21208     		N/A PUBLIC CHARITY PROGRAM SUPPORT 13,500
    CONGREGATION BERITH SHOLOM
    167 3RD ST
    TROY,NY12180     		N/A RELIGIOUS PROGRAM SUPPORT 60,000
    EWALLACH MD REPRODUCTIVE ENDO & INFERTILITY
    10753 FALLS ROAD
    LUTHERVILLE,MD21093     		N/A MEDICAL FELLOWSHIP 1,000
    EMMA WILLARD SCHOOL
    285 PAWLING AVE
    TROY,NY12180     		N/A EDUCATIONAL PROGRAM DEVELOPMENT 10,000
    ENOCH PRATT FREE LIBRARY
    400 CATHEDRAL ST
    BALTIMORE,MD21201     		N/A EDUCATIONAL SUPPORT 2,500
    GARISON FOREST SCHOOL
    300 GARRISON FOREST RD
    OWINGS MILLS,MD21117     		N/A EDUCATIONAL PROGRAM SUPPORT 1,250
    GLOBAL CAMPS AFRICA
    1606 WASHINGTON PLAZA
    RESTON,VA20190     		N/A PUBLIC CHARITY PROGRAM DEVELOPMENT 14,250
    GOODWILL INDUSTRIES OF THE CHESAPEAKE BALTIMORE MD
    222 E REDWOOD ST
    BALTIMORE,MD21202     		N/A PUBLIC CHARITY ASSISTANCE TO INDIGENT FAMILIES 10,000
    GREATER BALTIMORE MEDICAL CENTER FOUNDATION
    6701 NORTH CHARLES ST
    BALTIMORE,MD21204     		N/A PUBLIC CHARITY PROGRAM SUPPORT 36,000
    HADASSAH
    740 N MAIN ST
    W HARTFORD,CT06117     		N/A RELIGIOUS PROGRAM SUPPORT 4,800
    HEALTH CARE FOR THE HOMELESS
    111 PARK AVE
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE
    800 8TH ST NM
    WASHINGTON,DC20001     		N/A PUBLIC CHARITY PROGRAM SUPPORT FOR JEWISH STUDENTS 3,500
    HOPKINS HILLEL
    3109 N CHARLES ST
    BALTIMORE,MD21218     		N/A EDUCATIONAL PROGRAM SUPPORT 1,000
    HOUSE OF RUTH
    2201 ARGONNE DR
    BALTIMORE,MD21218     		N/A PUBLIC CHARITY SERVICES TO VICTIMS OF DOMESTIC VIOLENCE 30,000
    INNTERIM HOUSING CORP
    112 SUDBROOK LN
    PIKESVILLE,MD21208     		N/A PUBLIC CHARITY PROGRAM SUPPORT 10,000
    JEMICY SCHOOL
    11 CELADON RD
    OWINGS MILLS,MD21117     		N/A EDUCATIONAL CHILDREN WITH LEARNING DISABILITIES 10,000
    JEWISH ACADEMY OF ORLANDO FLORIDA
    851 NORTH MAITLAND AVE
    MAITLAND,FL32751     		N/A EDUCATIONAL PROGRAM SUPPORT 15,000
    JEWISH FAMILY COMMUNITY SERVICES OF SOUTHWEST FLORIDA
    5025 CASTELLO DRIVE
    NAPLES,FL34103     		N/A EDUCATIONAL PROGRAM SUPPORT 1,000
    JEWISH FEDERATION OF COLLIER COUNTY FL
    2500 VANDERBILT BEACH RD
    NAPLES,FL34109     		N/A RELIGIOUS PROGRAM SUPPORT 10,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 WEST STREET
    OVERLAND PARK,KS66211     		N/A RELIGIOUS PROGRAM SUPPORT 5,000
    JEWISH NATIONAL FUND
    2 RESERVOIR CIR
    BALTIMORE,MD21208     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,000
    JOHNS HOPKINS CHILDREN'S CENTER
    3400 NORTH CHARLES ST
    BALTIMORE,MD21218     		N/A PROGRAM SUPPORT PROGRAM SUPPORT 2,100
    JOHNS HOPKINS DEPT OF PEDIATRICS
    3400 NORTH CHARLES ST
    BALTIMORE,MD21218     		N/A MEDICAL PEDIATRICS 40,000
    JOHNS HOPKINS MEDICINE
    3400 NORTH CHARLES ST
    BALTIMORE,MD21218     		N/A MEDICAL MEDICAL 80,000
    JOHNS HOPKINS UNIVERSITY
    3400 NORTH CHARLES ST
    BALTIMORE,MD21218     		N/A EDUCATIONAL EDUCATION 525,000
    KENNEDY KRIEGER INSTITUTE
    707 NORTH BROADWAY
    BALTIMORE,MD21205     		N/A PUBLIC CHARITY PROGRAM SUPPORT 10,000
    LAKE HIGHLAND PREPARATORY ACADEMY
    901 N HIGHLAND AVE
    ORLANDO,FL32803     		N/A EDUCATIONAL PROGRAM SUPPORT 3,000
    LEWIS & CLARK TRAIL HERITAGE FOUNDATION
    PO BOX 3434
    GREAT FALLS,MT59403     		N/A PUBLIC CHARITY PROGRAM SUPPORT 8,000
    LITERACY VOLUNTEERS OF COLLIER COUNTY
    8833 TAMIAMI TRAIL E
    NAPLES,FL34113     		N/A EDUCATIONAL PROGRAM SUPPORT 1,000
    MARLYLAND HUMANITIES COUNCIL
    108 WEST CENTRE ST
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    MARYLAND FAMILY NETWORK
    1001 EASTERN AVE
    BALTIMORE,MD21202     		N/A PUBLIC CHARITY PROGRAM SUPPORT 10,000
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227     		N/A PUBLIC CHARITY PROGRAM SUPPORT 30,000
    MARYLAND HISTORICAL SOCIETY
    201 W MONUMENT ST
    BALTIMORE,MD21201     		N/A EDUCATIONAL PROGRAM SUPPORT 2,000
    MARYLAND INSTITUTE COLLEGE OF ART
    1300 W MOUNT ROYAL AVE
    BALTIMORE,MD21217     		N/A EDUCATIONAL PROGRAM SUPPORT 1,000
    MAZON
    10495 SANTA MONICA BLVD
    LOS ANGELES,CA90025     		N/A PUBLIC CHARITY PROGRAM SUPPORT 13,500
    MDAAP FOUNDATION
    1211 CATHEDRAL ST
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PEDIATRICS 5,000
    MEALS ON WHEELS OF CENTRAL MD
    515 SOUTH HAVEN ST
    BALTIMORE,MD21224     		N/A PUBLIC CHARITY PROGRAM SUPPORT 17,500
    MT CARMEL CEMETARY FUND
    2284 15TH AVENUE
    FARWELL,NE68838     		N/A PUBLIC CHARITY RELIGIOUS 20,000
    MT WASHINGTON PEDIATRIC HOSPITAL
    1708 WEST ROGERS AVE
    BALTIMORE,MD21209     		N/A MEDICAL PEDIATRICS 17,500
    NATIONAL COUNCIL OF JEWISH WOMEN
    475 RIVERSIDE DRIVE
    NEW YORK,NY10115     		N/A PUBLIC CHARITY PROGRAM SUPPORT 4,000
    OHEF SHOLOM TEMPLE
    530 RALEIGH AVE
    NORFOLK,VA23507     		N/A RELIGIOUS PROGRAM SUPPORT 2,500
    PORTLAND MUSEUM OF ART
    7 CONGRESS SQ
    PORTLAND,ME04101     		N/A PUBLIC CHARITY PROGRAM SUPPORT 7,500
    PROJECT HOPE
    255 CARTER HALL LANE
    MILLWOOD,VA22646     		N/A PUBLIC CHARITY WORLDWIDE MISSION 10,000
    SHELTER FOR ABUSED WOMEN & CHILDREN
    PO BOX 10102
    NAPLES,FL34101     		N/A PUBLIC CHARITY PROGRAM SUPPORT 11,000
    SIMON WIESENTHAL CENTER
    1399 ROXBURY DR
    LOS ANGELES,CA31055     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    SINAI HOSPITAL
    2401 W BELVEDERE AVE
    BALTIMORE,MD21215     		N/A MEDICAL PROGRAM SUPPORT 1,250
    SPECIAL OLYMPICS OF MARYLAND
    3701 COMMERCE DR
    BALTIMORE,MD21227     		N/A PUBLIC CHARITY PROGRAM SUPPORT, CHILDREN WITH DISABILITIES 11,000
    TEACH FOR AMERICA - BALTIMORE
    2601 N HOWARD ST
    BALTIMORE,MD21218     		N/A PUBLIC CHARITY PROGRAM SUPPORT 6,000
    THE ARC OF BALTIMORE
    7215 YORK RD
    BALTIMORE,MD21212     		N/A PUBLIC CHARITY PROGRAM SUPPORT, SERVICES FOR PEOPLE WITH DISABILITIES 4,000
    THE ASSOCIATED-JEWISH CHARITIES
    101 W MOUNT ROYAL AVE
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 34,500
    THE HEARING AND SPEECH AGENCY
    5900 METRO DRIVE
    BALTIMORE,MD21215     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    THE IMMOKALEE FOUNDATION
    3960 RADIO ROAD
    NAPLES,FL34104     		N/A NONPROFIT PROVIDE EDUCATIONAL TOOLS AND OPPORTUNITIES TO CHILDREN 5,050
    THE KILDONAN SCHOOL
    425 MORSE HILL ROAD
    AMENIA,NY12501     		N/A EDUCATIONAL PROGRAM SUPPORT 1,000
    THE SAGE COLLEGES
    65 1ST ST
    TROY,NY12180     		N/A EDUCATIONAL PROGRAM SUPPORT 51,500
    THE SHELTER FOR ABUSED WOMEN & CHILDREN
    PO BOX 10102
    NAPLES,FL34101     		N/A PUBLIC CHARITY PROGRAM SUPPORT 15,000
    US FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		N/A PUBLIC CHARITY CHILDRENS FUND 22,500
    UM ST JOSEPH MEDICAL CENTER FOUNDATION
    7601 OSLER DR
    TOWSON,MD21204     		N/A MEDICAL PROGRAM SUPPORT 3,750
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A EDUCATIONAL PROGRAM SUPPORT 2,500
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES ST
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 11,000
    UNIVERSITY OF MARYLAND FOUNDATION
    620 W LEXINGTON ST
    BALTIMORE,MD21201     		N/A EDUCATIONAL PROGRAM SUPPORT 10,000
    UNIVERSITY OF MARYLAND MEDICAL SYSTEM
    110 S PACA ST
    BALTIMORE,MD21201     		N/A EDUCATIONAL PROGRAM SUPPORT 1,000
    V-LINC
    2301 ARGONNE DR
    BALTIMORE,MD21218     		N/A PUBLIC CHARITY PROGRAM SUPPORT 37,500
    WALTERS ART MUSEUM
    600 NORTH CHARLES ST
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY PROGRAM SUPPORT 3,250
    WASHINGTON UNIV IN ST LOUIS
    ONE BROOKINGS DR
    ST LOUIS,MO63130     		N/A EDUCATIONAL PROGRAM SUPPORT 50,000
    WHITEHEAD INSTITUTE CAMBRIDGE MA
    NINE CAMBRIDGE CENTER
    CAMBRIDGE,MA02142     		N/A EDUCATIONAL VARIOUS 9,500
    WORLD JEWISH CONGRESS FOUNDATION
    501 MADISON AVE
    NEW YORK,NY10022     		N/A PUBLIC CHARITY PROGRAM SUPPORT 8,250
    YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		N/A EDUCATIONAL SUPPORT EDUCATIONAL PROGRAMS 6,000
    Total .................................bullet 3a 1,527,950
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 71  
    4 Dividends and interest from securities....     14 282,704  
    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 54,735  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1 ACTIVITY GENESIS 900099 -1,428      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -1,428 337,510 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13336,082
    (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
    LOUIS H GROSS FOUNDATION INC
     
    Employer identification number

    14-6018307
    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
    LOUIS H GROSS FOUNDATION INC
          		Employer identification number

    14-6018307
    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
     
     

    FRANK V JOSEPHINE S SUTLAND CHARITA  
    2526 STONE MILL ROAD
     
    BALTIMORE, MD21208

    		$493,206


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

    FRANK V JOSEPHINE S SUTLAND CHARITA  
    2526 STONE MILL ROAD
     
    BALTIMORE, MD21208

    		$327,883


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

    SHEILA S PAKULA  
    2526 STONE MILL ROAD
     
    BALTIMORE, MD21208

    		$109,485


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

    LAWRENCE C PAKULA  
    2526 STONE MILL ROAD
     
    BALTIMORE, MD21208

    		$111,968


    (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
    LOUIS H GROSS FOUNDATION INC
          		Employer identification number

    14-6018307
    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
    3
    		 MARKETABLE SECURITIES $109,485 2013-12-05
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 MARKETABLE SECURITIES $111,968 2013-12-11
    (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
    LOUIS H GROSS FOUNDATION INC
          		Employer identification number

    14-6018307
    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:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,511 0 0 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Name of Bond End of Year Book Value End of Year Fair Market Value
    OTHER BONDS/NOTES 2,742,417 2,748,356

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SECURITIES 4,581,840 9,122,533

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    152,111
    State & Local Government Securities - End of Year Fair Market Value:


    153,733


    TY 2013 InvestmentsOtherSchedule2
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIP-GENESIS ENERGY LP AT COST 64,169 69,655

    TY 2013 OtherAssetsSchedule
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCOUNTS RECEIVABLE- DIVIDENDS, INTEREST 750 2,252 2,252


    TY 2013 OtherExpensesSchedule
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL NOTICE 60 0 0 0
    OFFICE EXPENSE 374 0 0 0
    FEES 85 0 0 0
    FOREIGN TAX WITHHELD 2,254 0 0 0
    FOREIGN TAX WITHHELD K-1 1 0 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 ACTIVITY GENESIS -1,428   0


    TY 2013 OtherLiabilitiesSchedule
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Description Beginning of Year - Book Value End of Year - Book Value
    TAXES PAYABLE 1,317 2,698


    TY 2013 SubstantialContributorsSch
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Name Address
    NA  
     


    TY 2013 TaxesSchedule
    Name:
    LOUIS H GROSS FOUNDATION INC
    EIN: 14-6018307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON INVESTMENT INCOME 6,750 0 0 0
    NYS FILING FEE 250 0 0 0