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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
The Carl Marks Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-6169215
B Telephone number (see instructions)

(800) 839-1754
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$23,529,326J 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).............. 1,751,767
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 828 828  
4 Dividends and interest from securities...... 131,354 131,354  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 443,294
b Gross sales price for all assets on line 6a 2,234,866
7 Capital gain net income (from Part IV, line 2)... 2,133,722
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 2,816    
12 Total. Add lines 1 through 11........ 2,330,059 2,265,904  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 62,000     62,000
15 Pension plans, employee benefits....... 4,743     4,743
16a Legal fees (attach schedule)......... Click to see attachment 11,167 0 0 11,167
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 85,737     85,737
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,495 980    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 302     302
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,031 230   37,801
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 269,475 1,210 0 201,750
25 Contributions, gifts, grants paid........ 1,439,945 1,439,945
26 Total expenses and disbursements. Add lines 24 and 25 1,709,420 1,210 0 1,641,695
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 620,639
b Net investment income (if negative, enter -0-) 2,264,694
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 3,093,056 3,745,965 3,745,965
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 14,203,126 Click to see attachment14,170,856 19,783,361
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,296,182 17,916,821 23,529,326
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 17,296,182 17,916,821
30 Total net assets or fund balances (see instructions)...... 17,296,182 17,916,821
31 Total liabilities and net assets/fund balances (see instructions).. 17,296,182 17,916,821
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 17,296,182
2 Enter amount from Part I, line 27a..................... 2 620,639
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 17,916,821
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 17,916,821
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,234,866   101,144 2,133,722
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,133,722
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,133,722
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 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))
2013 2,000,594 24,104,460 0.082997
2012 3,041,277 23,215,890 0.131
2011 2,418,678 22,895,862 0.105638
2010 1,784,442 27,173,598 0.065668
2009 1,742,622 24,600,504 0.070837
2 Total of line 1, column (d) ...................... 2 0.45614
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 0.091228
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 24,072,774
5 Multiply line 4 by line 3....................... 5 2,196,111
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,647
7 Add lines 5 and 6......................... 7 2,218,758
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,641,695
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 (2014)
Form 990-PF (2014)
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 45,294
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 45,294
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 45,294
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 43,700
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,726
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,426
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,132
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,132 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    Andrew M BoasClick to see attachment Chairman / Co-Pres / Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Carol A BoasClick to see attachment Dir / Treas
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Carol L BoasClick to see attachment Dir / Sec* / Assistant Treas
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Rick BoasClick to see attachment VP / Dir / Vice Chair
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Marjorie Boas-LevinsClick to see attachment Chairman / Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mark ClasterClick to see attachment Co-Pres / Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Susan B ClasterClick to see attachment VP / Dir / Vice Chair
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jack LevinsClick to see attachment Asst Sec / Asst Treas
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kate LiebmanClick to see attachment Sec
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MS SUSAN SHANKMAN PROGRAM ADMIN
    40.0     		62,000    
    575 RIVERSIDE AVE STE 202A
    WESTPORT,CT06880
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Nancy and Edwin Marks Foundation Philanthropic 85,737
    900 third Avenue 33rd fl
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,296,700
    b
    Average of monthly cash balances.......................
    1b
    4,142,664
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,439,364
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,439,364
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    366,590
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,072,774
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,203,639
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,203,639
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    45,294
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,294
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,158,345
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,158,345
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,158,345
    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
    1,641,695
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,641,695
    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
    1,641,695
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,158,345
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:2012, 2011, 2010  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 1,089,026
    d From 2012....... 1,895,514
    e From 2013....... 832,586
    fTotal of lines 3a through e......... 3,817,126
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,641,695
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 1,158,345
    e Remaining amount distributed out of corpus 483,350
    5 Excess distributions carryover applied to 2014.    
    (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 4,300,476
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,300,476
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 1,089,026
    c Excess from 2012.... 1,895,514
    d Excess from 2013.... 832,586
    e Excess from 2014.... 483,350
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    Andrew M Boas
    Mark Claster
    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 email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    ACHIEVEMENT FIRST INC
    335 ADAMS ST
    BROOKLYN,NY11201     		N/A PC Last In Scholarship Fund 10,000
    ALL OUR KIN INC
    414 A CHAPEL ST STE 100
    NEW HAVEN,CT06511     		N/A PC General & Unrestricted 5,000
    ALL STARS PROJECT INC
    543 W 42ND ST
    NEW YORK,NY10036     		N/A PC Bridgeport Division 5,000
    ALLIANCE OF COMMUNITY TRAINERS
    PO BOX 1286
    AUSTIN,TX78767     		N/A PC General & Unrestricted 3,000
    ALS ANGELS INC
    342 GREENS FARMS RD
    WESTPORT,CT06880     		N/A PC General & Unrestricted 2,000
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601     		N/A PC General & Unrestricted 1,000
    AMERICAN DIABETES ASSOCIATION INC
    55 E MONROE ST 3420
    CHICAGO,IL60603     		N/A PC General & Unrestricted 1,000
    AMERICAN DIABETES ASSOCIATION INC
    333 7TH AVE 17TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 100
    AMERICAN FRIENDS OF SHALVA ISRAEL INC
    315 5TH AVE 6TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 27,000
    AM FRIENDS OF THE SOROKA MEDICAL CTR OF THE NEGEV
    PO BOX 184-8
    SCARSDALE,NY10583     		N/A PC General & Unrestricted 1,000
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A PC General & Unrestricted 20,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 E CHICAGO AVE BOX 4
    CHICAGO,IL60611     		N/A PC Strengthening Chicago's Youth Program and Patient Emergency Fund 45,000
    ANTI-DEFAMATION LEAGUE OF BNAI BRITH
    1952 WHITNEY AVE 3RD FL
    HAMDEN,CT06517     		N/A PC Charitable Event 5,000
    APPALACHIAN MOUNTAIN CLUB
    5 JOY ST
    BOSTON,MA02108     		N/A PC A Mountain Classroom Youth Opportunities Program Trail Maintenance 30,000
    ARBOR BROTHERS INC
    56 E 126TH ST 1
    NEW YORK,NY10035     		N/A PC General & Unrestricted 12,000
    B'NAI B'RITH INTERNATIONAL
    134 N LASALLE ST 1530
    CHICAGO,IL60602     		N/A PC General & Unrestricted 500
    BE THE MATCH FOUNDATION
    3001 BROADWAY ST NE STE 601
    MINNEAPOLIS,MN55413     		N/A PC General & Unrestricted 6,000
    BERNARD M BARUCH COLLEGE
    ONE BERNARD BARUCH WAY BOX A-1603
    NEW YORK,NY10010     		N/A PC The Zicklin School of Business, Graduate School 500
    BIRTHRIGHT ISRAEL FOUNDATION
    33 E 33RD ST 7TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 250
    BIRTHRIGHT ISRAEL FOUNDATION
    33 E 33RD ST 7TH FL
    NEW YORK,NY10016     		N/A PC Sponsor one participant in the Birthright Israel Program 3,000
    BLUE ENGINE INC
    75 BROAD ST RM 2900
    NEW YORK,NY10004     		N/A PC General & Unrestricted 14,400
    BOOMER ESIASON FOUNDATION
    200 B ARMSTRONG RD
    GARDEN CITY PARK,NY11040     		N/A PC Charitable Event 1,750
    BRIDGEPORT HOSPITAL FOUNDATION INC
    267 GRANT ST
    BRIDGEPORT,CT06610     		N/A PC Fay Fund 15,000
    BUILDERS BEYOND BORDERS
    66 FORT POINT ST
    NORWALK,CT06855     		N/A PC General & Unrestricted 4,000
    CHAI-LIFE LINE
    151 W 30TH ST
    NEW YORK,NY10001     		N/A PC Midwest Lacey's Legacy Program 2,500
    CHARTER OAK CHALLENGE FOUNDATION INC
    575 RIVERSIDE AVE STE 202A
    WESTPORT,CT06880     		N/A PC General & Unrestricted 2,000
    CHILD ABUSE PREVENTION SERVICES INC
    PO BOX 176
    ROSLYN,NY11576     		N/A PC General & Unrestricted 2,800
    CHILD ABUSE PREVENTION SERVICES INC
    PO BOX 176
    ROSLYN,NY11576     		N/A PC Charitable Event 5,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010     		N/A PC General & Unrestricted 1,000
    CLASP HOMES INC
    246 POST RD E
    WESTPORT,CT06880     		N/A PC General & Unrestricted 5,300
    CNATURENET
    808 14TH AVE SE
    MINNEAPOLIS,MN55414     		N/A PC General & Unrestricted 5,000
    CONNECTICUT ASSOCIATION FOR THE GIFTED INC
    7 REIMER RD
    WESTPORT,CT06880     		N/A PC General & Unrestricted 500
    CONNECTICUT ASSOCIATION FOR THE GIFTED INC
    7 REIMER RD
    WESTPORT,CT06880     		N/A PC Charitable Event 2,500
    CONNECTICUT FOOD BANK INC
    PO BOX 8686
    NEW HAVEN,CT06512     		N/A PC General & Unrestricted 5,000
    CONNECTICUT HOSPICE INC
    100 DOUBLE BEACH RD
    BRANFORD,CT06405     		N/A PC Fay Fund 5,000
    CONNECTICUT VETERANS LEGAL CENTER
    114 ORANGE AVE 2ND FL
    WEST HAVEN,CT06516     		N/A PC Charitable Event 1,000
    CORNELL UNIVERSITY
    PO BOX 752
    ITHACA,NY14851     		N/A PC Plantations Program 200
    CORNELL UNIVERSITY- COLLEGE OF VETERINARY MEDICINE
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Patient Assistance Program and Memorial Lecture Series 10,000
    COUNCIL ON FOREIGN RELATIONS INC
    58 E 68TH ST
    NEW YORK,NY10065     		N/A PC General & Unrestricted 2,000
    CULTURE OF RESPECT INC
    19 CRAWFORD RD
    WESTPORT,CT06880     		N/A PC General & Unrestricted 500
    CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION INC
    625 JAMAICA AVE
    BROOKLYN,NY11208     		N/A PC College Persistence Program 50,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 25,000
    DOMUS KIDS INC
    83 LOCKWOOD AVE
    STAMFORD,CT06902     		N/A PC General & Unrestricted 2,500
    DON MONTI MEMORIAL RESEARCH FOUNDATION
    1 Bungtown Rd
    COLD SPRING HARBOR,NY11724     		N/A PC General & Unrestricted 500
    DONORSCHOOSE ORG
    134 W 37TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 5,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Annual Fund and General & Unrestricted 5,000
    ECHOING GREEN FOUNDATION
    494 8TH AVE 2
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    EDUCATION REFORM NOW INC
    928 BROADWAY STE 505
    NEW YORK,NY10010     		N/A PC General & Unrestricted 5,000
    EMANUEL CONGREGATION
    5959 N SHERIDAN RD
    CHICAGO,IL60660     		N/A PC General & Unrestricted 5,000
    EXCEL BRIDGEPORT INC
    1057 BROAD ST STE 302
    BRIDGEPORT,CT06604     		N/A PC General & Unrestricted 12,500
    FACING HISTORY AND OURSELVES NATIONAL FOUNDATION
    14 E 4TH ST STE 3003
    NEW YORK,NY10012     		N/A PC General & Unrestricted 2,500
    FACULTY-STUDENT ASSOC OF STATE UNIVERSITY MARITIME
    6 PENNYFIELD AVE
    BRONX,NY10465     		N/A PC To support the Humanities Department or Fort Schuyler Press 500
    FAMILIES FOR EXCELLENT SCHOOLS INC
    80 PINE ST 32
    NEW YORK,NY10005     		N/A PC For Every Child Initiative 25,000
    FED FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD CTY
    431 POST RD E STE 17
    WESTPORT,CT06880     		N/A PC General & Unrestricted 10,000
    FIGURE SKATING IN HARLEM INC
    361 W 125TH ST
    NEW YORK,NY10027     		N/A PC General & Unrestricted 40,000
    FIVER CHILDRENS FOUNDATION INC
    519 8TH AVE 24TH FL
    NEW YORK,NY10018     		N/A PC Step Up to High School and Beyond Program 50,000
    FRIENDS OF BAXTER STATE PARK
    PO BOX 322
    BELFAST,ME04915     		N/A PC General & Unrestricted 1,000
    FRIENDS OF BURLEY
    1630 W BARRY AVE
    CHICAGO,IL60657     		N/A PC General & Unrestricted 20,000
    FRIENDS OF THE CHILDREN NEW YORK
    PO BOX 1649
    NEW YORK,NY10026     		N/A PC Support a Friend Program 50,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    1430 BROADWAY RM 1301
    NEW YORK,NY10018     		N/A PC General & Unrestricted 5,000
    FRIENDS OF THE LEVITT PAVILION INC
    260 S COMPO RD
    WESTPORT,CT06880     		N/A PC General & Unrestricted 1,000
    FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC
    115 NOD HILL RD
    RIDGEFIELD,CT06877     		N/A PC General & Unrestricted 250
    FRIENDS OF YEMIN ORDE INC
    4340 E-W HWY STE 202
    BETHESDA,MD20814     		N/A PC Graduate Scholarship fund 1,000
    FUND FOR THE AGED INC
    120 W 106TH ST
    NEW YORK,NY10025     		N/A PC Jewish Home Lifecare Program 1,000
    FUTURES WITHOUT VIOLENCE
    100 MONTGOMERY ST
    SAN FRANCISCO,CA94129     		N/A PC General & Unrestricted 5,000
    GLOBAL JUSTICE ECOLOGY PROJECT INC
    230 N ST
    BUFFALO,NY14201     		N/A PC General & Unrestricted 10,000
    GREAT NECK MANHASSET COMMUNITY
    855 MIDDLE NECK RD
    GREAT NECK,NY11024     		N/A PC General & Unrestricted 1,000
    G RICHARDS L POLATSCH & S WEINGARD MEMORIAL FD
    4 EDGEWOOD DR
    RYE BROOK,NY10573     		N/A PC General & Unrestricted 1,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    51 AUSTIN ST
    DANBURY,CT06810     		N/A PC General & Unrestricted 5,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    322 W LAMAR ST
    ATLANTA,GA31709     		N/A PC General & Unrestricted 275
    HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY
    1542 BARNUM AVE
    BRIDGEPORT,CT06610     		N/A PC General & Unrestricted 1,000
    HADASSAH FOUNDATION INC
    40 WALL ST
    NEW YORK,NY10005     		N/A PC Hadassah Medical Organization 500
    HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION
    3101 CLIFTON AVE 3RD FL
    CINCINNATI,OH45220     		N/A PC General & Unrestricted 500
    HENRY VISCARDI SCHOOL
    201 I U WILLETS RD
    ALBERTSON,NY11507     		N/A PC General & Unrestricted 500
    HILLEL FOUNDATION AT TUFTS UNIVERSITY
    GRANOFF FAMILY HILLEL CENTER
    MEDFORD,MA02155     		N/A PC General & Unrestricted 250
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    CORNELL UNIVERSITY G34 ANABEL TAYL
    ITHACA,NY14853     		N/A PC General & Unrestricted 1,000
    HOFSTRA UNIVERSITY - SCHOOL OF LAW
    121 HOFSTRA UNIVERSITY RM 029L
    HEMPSTEAD,NY11549     		N/A PC Monroe H Freedman Institute for the Study of Legal Ethics Fund 2,500
    HOLE IN THE WALL GANG FUND INC
    555 LONG WHARF DR
    NEW HAVEN,CT06511     		N/A PC Charitable Event 3,000
    HOMES WITH HOPE INC
    49 RICHMONDVILLE AVE STE 112
    WESTPORT,CT06880     		N/A PC General & Unrestricted 5,000
    HUMAN RIGHTS WATCH INC
    350 5TH AVE FL 34
    NEW YORK,NY10118     		N/A PC General & Unrestricted 5,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029     		N/A PC MSMC Glaucoma Research Fund 1,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029     		N/A PC Steven M. Podos, MD, Lectureship and Symposium in the Department of Ophthalmology 10,000
    INDEGO AFRICA PROJECT
    51 W 52ND ST STE 2300
    NEW YORK,NY10019     		N/A PC General & Unrestricted 5,000
    INSTITUTE OF NOETIC SCIENCES
    101 SAN ANTONIO RD
    PETALUMA,CA94952     		N/A PC General & Unrestricted 1,000
    INTERFAITH NUTRITION NETWORK
    211 FULTON AVE
    HEMPSTEAD,NY11550     		N/A PC Charitable Event 3,500
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A PC General & Unrestricted 15,000
    ITHACA COLLEGE
    953 DANBY RD
    ITHACA,NY14850     		N/A PC Annual Fund for Financial Aid 5,000
    ITHACA COLLEGE
    953 DANBY RD
    ITHACA,NY14850     		N/A PC Jewish Studies Program 5,000
    ITNCOASTALCT INC
    303 LINWOOD AVE
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 500
    JBI INTERNATIONAL INC
    110 E 30TH ST
    NEW YORK,NY10016     		N/A PC General & Unrestricted 100
    JEWISH CHILD CARE ASSOCIATION OF NEW YORK
    858 E 29TH ST
    BROOKLYN,NY11210     		N/A PC General & Unrestricted 1,000
    JEWISH FAMILY SERVICE OF STAMFORD INC
    733 SUMMER ST 6TH FL
    STAMFORD,CT06901     		N/A PC General & Unrestricted 5,000
    JEWISH FEDERATION OF PALM BEACH COUNTY INC
    4601 COMMUNITY DR
    WEST PALM BEACH,FL33417     		N/A PC General & Unrestricted 10,000
    JEWISH FEDERATION OF PALM BEACH COUNTY INC
    4601 COMMUNITY DR
    WEST PALM BEACH,FL33417     		N/A PC Charitable Event 500
    JEWISH HOME LIFECARE MANHATTAN
    120 W 106TH ST
    NEW YORK,NY10025     		N/A PC Geriatric Career Development Program 50,000
    JUILLIARD SCHOOL
    60 LINCOLN CTR PLZA 225
    NEW YORK,NY10023     		N/A PC Chamber Music Program 1,000
    LEARNING ALLY
    20 ROSZEL RD
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 3,000
    LEAVE OUT VIOLENCE LOVE U S INC
    32 W 28TH ST
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,500
    LEUKEMIA & LYMPHOMA SOCIETY INC
    1311 MAMARONECK AVE STE 310
    WHITE PLAINS,NY10605     		N/A PC General & Unrestricted 1,100
    LIBERATION PROGRAMS INC
    129 GLOVER AVE STE 1
    NORWALK,CT06850     		N/A PC General & Unrestricted 1,000
    LIGHTHOUSE FOR THE BLIND OF PALM BEACHES INC
    1715 E TIFFANY DR
    WEST PALM BCH,FL33407     		N/A PC General & Unrestricted 100
    MIAMI CITY BALLET INC
    2200 LIBERTY AVE
    MIAMI BEACH,FL33139     		N/A PC General & Unrestricted 250
    MORRYS CAMP INC
    350 EXECUTIVE BLVDSTE 125
    ELMSFORD,NY10523     		N/A PC General & Unrestricted 50,000
    NATL COMMITTEE FOR THE PREVENTION OF ELDER ABUSE
    1730 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 3,000
    NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED
    475 RIVERSIDE DR STE 1901
    NEW YORK,NY10115     		N/A PC General & Unrestricted 100
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    40 MARCUS DR STE 100
    MELVILLE,NY11747     		N/A PC General & Unrestricted 5,000
    NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC
    391 E WASHINGTON AVE
    BRIDGEPORT,CT06608     		N/A PC General & Unrestricted 2,500
    NEW HEIGHTS YOUTH INC
    2576 BROADWAY PMB 213
    NEW YORK,NY10025     		N/A PC College Assistance Program 40,000
    NEW YORK NEEDS YOU INC
    589 8TH AVE 5TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 8,000
    NEW YORK PRESBYTERIAN HOSPITAL
    525 E 68TH ST BOX 123
    NEW YORK,NY10032     		N/A PC General & Unrestricted 1,000
    NEW YORKERS FOR CHILDREN INC
    450 7TH AVE STE 403
    NEW YORK,NY10123     		N/A PC General & Unrestricted 2,500
    NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN
    125 COMMUNITY DR
    GREAT NECK,NY11021     		N/A PC Adopt-A-Family Program 500
    NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN
    125 COMMUNITY DR
    GREAT NECK,NY11021     		N/A PC Advancing Women in Science and Medicine Program 2,500
    NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN
    125 COMMUNITY DR
    GREAT NECK,NY11021     		N/A PC The Feinstein Institute for Medical Research 25,000
    NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN
    125 COMMUNITY DR
    GREAT NECK,NY11021     		N/A PC the Maureen and Ralph Nappi Professorship at the Feinstein Institute for Medical REsearch 1,000
    NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FDN
    125 COMMUNITY DR
    GREAT NECK,NY11021     		N/A PC 2015 New York Board of Rabbis Humanitarian Awards Dinner 5,000
    NURSE FAMILY PARTNERSHIP
    1900 GRANT ST NO 400
    DENVER,CO80203     		N/A PC General & Unrestricted 7,500
    NYU LANGONE MEDICAL CENTER
    1 PARK AVE 17TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 2,500
    OPERATION FUEL INC
    75 CHARTER OAK AVE STE 2-240
    HARTFORD,CT06106     		N/A PC General & Unrestricted 5,000
    OPERATION HOPE OF FAIRFIELD INC
    636 OLD POST RD
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 1,000
    OPERATION MILITARY EMBRACE INC
    21307 CYPRESS ROSEHILL RD
    TOMBALL,TX77377     		N/A PC Walk Off The War Program 5,000
    ORT AMERICA INC
    75 MAIDEN LN RM 10
    NEW YORK,NY10038     		N/A PC General & Unrestricted 150
    OXALOSIS AND HYPEROXALURIA FOUNDATION
    201 E 19TH ST
    NEW YORK,NY10003     		N/A PC General & Unrestricted 500
    PALM BEACH COUNTRY CLUB FOUNDATION INC
    760 N OCEAN BLVD
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 1,000
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    888 COMMONWEALTH AVE 3RD FL
    BOSTON,MA02215     		N/A PC General & Unrestricted 7,500
    POPULATION COUNCIL INC
    ONE DAG HAMMARSKJOLD PLZ
    NEW YORK,NY10017     		N/A PC Charitable Event 2,000
    PROSPECTS OPPORTUNITY AND ENRICHMENT INC
    25 PROSPECT ST
    RIDGEFIELD,CT06877     		N/A PC General & Unrestricted 1,000
    PROTEUS FUND INC
    15 RESEARCH DR
    AMHERST,MA01002     		N/A PC Solidaire Fund 10,000
    RAISE YOUR HAND COALITION FOR ILLINOIS PUBLIC EDU
    4039 N MAPLEWOOD AVE
    CHICAGO,IL60618     		N/A PC General & Unrestricted 2,500
    REACH OUT AND READ OF GREATER NEW YORK INC
    30 E 33RD ST
    NEW YORK,NY10016     		N/A PC General & Unrestricted 2,500
    ROCKING THE BOAT INC
    812 EDGEWATER RD
    BRONX,NY10474     		N/A PC College Access and Retention Program 50,000
    ROW NEW YORK
    10-27 46TH AVE STE 101
    LONG ISLAND CITY,NY11101     		N/A PC To enhance the academic components of the middle and high school programs 40,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825     		N/A PC Nepal Earthquake Children's Relief Fund 5,000
    SEAMENS CHURCH INSTITUTE OF NEW YORK & NEW JERSEY
    50 BROADWAY FL 26
    NEW YORK,NY10004     		N/A PC General & Unrestricted 500
    SEVA FOUNDATION
    1786 5TH ST
    BERKELEY,CA94710     		N/A PC Nepal Disaster Relief Fund 5,000
    SEVA FOUNDATION
    1786 5TH ST
    BERKELEY,CA94710     		N/A PC Bharatpur Eye Hospital 50,000
    SEVA FOUNDATION
    1786 5TH ST
    BERKELEY,CA94710     		N/A PC Mahendranagar Secondary Eye Hospital 25,000
    SEVA FOUNDATION
    1786 5TH ST
    BERKELEY,CA94710     		N/A PC Thori Secondary Eye Hospital 50,000
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23532 CALABASAS RD STE A
    CALABASAS,CA91302     		N/A PC Outta Your Backpack Media Project 1,000
    SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
    40 FERGUSON DR
    FAIRFIELD,CT06824     		N/A PC Charitable Event 200
    SOUTH EAST CONSORTIUM FOR SPECIAL SERVICES INC
    740 W BOSTON POST RD
    MAMARONECK,NY10543     		N/A PC General & Unrestricted 20,000
    STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
    518 MEMORIAL WAY RM S239
    STANFORD,CA94305     		N/A PC Service Learning Program 5,000
    STARLIGHT CHILDRENS FOUNDATION
    1560 BROADWAY STE 600
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,000
    STREETSQUASH INC
    40 W 116TH ST
    NEW YORK,NY10026     		N/A PC Alumni Program 50,000
    TEMPLE BETH EL OF GREAT NECK
    5 OLD MILL RD
    GREAT NECK,NY11023     		N/A PC General & Unrestricted 12,500
    TEMPLE BETH EL OF GREAT NECK
    5 OLD MILL RD
    GREAT NECK,NY11023     		N/A PC Robert Boas Music Fund 500
    TEMPLE JUDEA OF MANHASSET
    333 SEARINGTOWN RD
    MANHASSET,NY11030     		N/A PC Kol Nidre Fund 3,600
    THE CONSERVATIVE SYNAGOGUE INC
    30 HILLSPOINT RD
    WESTPORT,CT06880     		N/A PC Share the Pie Project 440
    THE CONSERVATIVE SYNAGOGUE INC
    30 HILLSPOINT RD
    WESTPORT,CT06880     		N/A PC Rabbi's and Cantor's discretionary Fund 1,000
    THE CONSERVATIVE SYNAGOGUE INC
    30 HILLSPOINT RD
    WESTPORT,CT06880     		N/A PC Kol Nidre Appeal Fund 10,000
    THE FOUNDATION FOR AIDS RESEARCH
    120 WALL ST 13TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 150
    THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
    383 MAIN AVE 5TH FL
    NORWALK,CT06851     		N/A PC General & Unrestricted 5,000
    TOURETTE ASSOCIATION OF AMERICA INC
    42-40 BELL BLVD
    BAYSIDE,NY11361     		N/A PC General & Unrestricted 1,000
    TOWN OF PALM BEACH UNITED WAY INC
    44 COCOANUT ROW STE 201
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 1,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY
    622 W 113TH ST MC4520
    NEW YORK,NY10025     		N/A PC Columbia University Medical Center Lyme Evaluation Service 10,000
    TRUSTEES OF TUFTS COLLEGE
    62R TALBOT AVE
    MEDFORD,MA02155     		N/A PC Bridge to Liberal Arts at Tufts Program 34,000
    UGANDA VILLAGE PROJECT
    2632 42ND AVE W
    SEATTLE,WA98199     		N/A PC General & Unrestricted 100
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 14,000
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC Charitable Event 750
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC Charitable Event 1,000
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC Charitable Event 1,980
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC North Shore Inaugural Campaign 3,250
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC Annual Fund, Lions of Judah Program and Israel Fund 52,000
    UNITED JEWISH APPEAL FED OF JEWISH PHILANTHROPIES
    130 E 59TH ST
    NEW YORK,NY10022     		N/A PC North Shore Inaugural 1,500
    UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
    855 MAIN ST FL 10
    BRIDGEPORT,CT06604     		N/A PC General & Unrestricted 20,000
    UNIVERSITY OF MICHIGAN
    OFC OF FINANCIAL AID
    2500 STUDENT ACTIVITIES
    ANN ARBOR,MI48109     		N/A PC Scholarship Fund 500
    UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING
    418 CURIE BLVD
    PHILADELPHIA,PA19104     		N/A PC Annual Fund 2,500
    UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK
    184 ELDRIDGE ST 3RD FL
    NEW YORK,NY10002     		N/A PC General & Unrestricted 2,000
    WALL STREET SYNAGOGUE INC
    47 BEEKMAN ST
    NEW YORK,NY10038     		N/A PC Yahrzeit candle lighting Fund 100
    WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH ST NW STE 500
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 2,500
    WESTPORT ARTS CENTER
    51 RIVERSIDE AVE
    WESTPORT,CT06880     		N/A PC Charitable Event 3,000
    WESTPORT LIBRARY ASSOC
    20 JESUP RD
    WESTPORT,CT06880     		N/A PC General & Unrestricted 10,000
    WILDERNESS ON WHEELS FOUNDATION
    PO BOX 1007
    WHEAT RIDGE,CO80034     		N/A PC General & Unrestricted 2,500
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		N/A PC General & Unrestricted 1,000
    WILTON LAND CONSERVATION TRUST
    PO BOX 77
    WILTON,CT06897     		N/A PC General & Unrestricted 150
    WILTON LIBRARY ASSOCIATION INCORPORATED
    137 OLD RIDGEFIELD RD
    WILTON,CT06897     		N/A PC General & Unrestricted 1,000
    WILTON VOLUNTEER AMBULANCE CORPS INC
    234 DANBURY RD
    WILTON,CT06897     		N/A PC General & Unrestricted 250
    WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A SO I General & Unrestricted 100
    Total .................................bullet 3a 1,439,945
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 ............     		    14 828  
    4 Dividends and interest from securities....     14 131,354  
    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 .............     		    18 443,294  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFederal Tax Refund     01 2,816  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   578,292  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13578,292
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    Name of the organization
    The Carl Marks Foundation Inc
     
    Employer identification number

    13-6169215
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    The Carl Marks Foundation Inc
          		Employer identification number

    13-6169215
    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
     
     

    Marjorie B Levins 2013 Revocable T  
    269-17 Grand Central Pkwy 17
     
    Floral Park, NY11005

    		$1,751,767


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    The Carl Marks Foundation Inc
          		Employer identification number

    13-6169215
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 REX AMERICAN RESOURCES CORPORATION REX, 19716 sh. $ 1,751,767 2014-07-29
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    The Carl Marks Foundation Inc
          		Employer identification number

    13-6169215
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 CompensationExplanation
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Person Name Explanation
    Carol L Boas Removed from position in 10/2014.
    Marjorie Boas-Levins *Resigned from Foundation in 9/2014.

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

    TY 2014 DepreciationSchedule
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BARON FOCUSED GROWTH FD INSTI 668,915 1,351,379
    BERKSHIRE HATHAWAY INC. CLASS 610,384 1,088,880
    CRIMSON WINE GROUP, LTD 90,550 233,096
    CUBAN ELECTRIC CO    
    ENCANA CORP 268,204 183,681
    FOREST CITY ENTERPRISES CL A 2,589,152 1,752,530
    FRANCISCO IND INC 1,767 615
    KANSAS CITY SOUTHERN 530,682 2,491,402
    LEUCADIA NATL CORP 5,863,003 9,199,691
    U S G CP 3,548,199 3,482,087

    TY 2014 LegalFeesSchedule
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 11,167     11,167


    TY 2014 OtherExpensesSchedule
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 36,996     36,996
    Bank Charges 230 230    
    CREDIT CARD FEE 55     55
    State or Local Filing Fees 750     750


    TY 2014 OtherIncomeSchedule2
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Tax Refund 2,816    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHILANTHROPIC SERVICES 85,737     85,737


    TY 2014 SubstantialContributorsSch
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Name Address
    Marjorie B Levins 2013 Revocable T 269-17 Grand Central Pkwy 17
    Floral Park,NY11005


    TY 2014 TaxesSchedule
    Name:
    The Carl Marks Foundation Inc
    EIN: 13-6169215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 43,700      
    990-PF Extension for 2014 22,815      
    Foreign Tax Paid 980 980