CAS FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CAS FOUNDATION INC (EIN 48-1292269)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201301359349102400
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T16:42:59-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	270288955	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LIONEL B SANDERS CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	12011 SAN VICENTE BLVD STE 330	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	900494962	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	481292269	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CAS FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CASF	NameControl
Phone	3103948715	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	404 21ST STREET	AddressLine1
City	SANTA MONICA	City
State	CA	State
ZIP Code	904022436	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SIDNEY J MELTZNER	Name
Title	CEO AND DIRECTOR	Title
Phone	3103948715	Phone
Date Signed	2013-05-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	LIONEL B SANDERS	Name
PTIN	P00013139	PTIN
Phone	3104766264	Phone
Date Prepared	2013-05-13	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6085758	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	5000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	7375	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	7375	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	194584	DividendsRevAndExpnss
Dividends Net Invst Incm	194584	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	31117	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	459796	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	31117	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	238076	TotalRevenueAndExpenses
Total Net Investment Income	233076	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	6607	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	6607	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	5	InterestRevAndExpnss
Interest Net Invst Incm	5	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	172	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	60	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	140	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	140	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	6924	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	5	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	6807	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	203650	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	203650	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	210574	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	5	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	210457	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	27502	ExcessOfRevenueOverExpenses
Net Investment Income	233071	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	7628	CashBOY
Cash EOY	11175	CashEOY
Cash EOYFMV	11175	CashEOYFMV
Savings And Temp Cash Invst BOY	23267	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	55935	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	55935	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	7083801	InvestmentsCorpStockBOY
Investments Corp Stock EOY	7075088	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5919088	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	100080	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	100080	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	99560	InvestmentsCorpBondsEOYFMV
Total Assets BOY	7214776	TotalAssetsBOY
Total Assets EOY	7242278	TotalAssetsEOY
Total Assets EOYFMV	6085758	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	7214776	RetainedEarningsBOY
Retained Earnings EOY	7242278	RetainedEarningsEOY
Total Net Assets BOY	7214776	TotalNetAssetsBOY
Total Net Assets EOY	7242278	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7214776	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	7242278	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7214776	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	27502	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	7242278	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	7242278	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
1000 SHS DENDREON CORP	P	2011-12-22	2012-01-05	11529	7606	3923	3923
700 SHS FIRST REPUBLIC BANK	P	2011-07-06	2012-01-13	21998	21423	575	575
500 SHS SOUTHERN COMPANY	P	2011-06-30	2012-01-20	22519	20196	2323	2323
300 SHS PARKER HANNIFIN CORP	P	2011-07-26	2012-02-08	26340	25458	882	882
300 SHS PHILIP MORRIS INTERNATIONAL	P	2012-01-13	2012-02-09	24177	23212	965	965
600 SHS CEDAR FAIR LP	P	2012-02-09	2012-02-15	16699	16279	420	420
800 SHS BRISTOL MEYER	P	2011-11-10	2012-02-17	26521	25050	1471	1471
500 SHS JOHNSON CONTROLS	P	2012-01-11	2012-02-21	17584	17176	408	408
1000 SHS LIONS GATE ENTERTAINMENT	P	2012-02-15	2012-03-01	13729	12220	1509	1509
1000 SHS LOWES COMPANY	P	2011-04-15	2012-03-08	29129	27366	1763	1763
1000 SHS HALCON RESOURCES CO	P	2012-03-16	2012-03-26	10659	10046	613	613
300 SHS EDWARDS LIFESCIENCE	P	2012-02-08	2012-04-25	24241	22278	1963	1963
300 SHS SOUTHERN COMPANY	P	2011-06-30	2012-05-14	13557	12118	1439	1439
1000 SHS DUKE ENERGY CORP	P	2011-07-21	2012-06-01	22214	19191	3023	3023
500 SHS INTERNTIONAL PAPER	P	2011-07-28	2012-07-27	16699	15616	1083	1083
800 SHS MEADWESTVACO CORP	P	2012-01-20	2012-09-12	23753	22707	1046	1046
300 SHS DOMINOS PIZZA INC.	P	2012-09-24	2012-10-01	11406	10686	720	720
1500 SHS SPRINT NEXTEL CORP	P	2012-09-05	2012-10-11	8829	7381	1448	1448
800 SHS YAHOO INC.	P	2012-10-02	2012-10-23	13311	12807	504	504
200 EOG RESOURCES INC.	P	2012-02-17	2012-11-06	24530	23050	1480	1480
200 SHS ALLERGAN	P	2012-09-13	2012-11-23	18261	17831	430	430
300 SHS EBAY INC.	P	2012-11-07	2012-12-04	15379	14740	639	639
500 SHS LILLY ELI & CO	P	2012-07-27	2012-12-04	24548	22306	2242	2242
1000 SHS WEYERHAEUSER CO	P	2011-05-25	2012-06-29	22184	21936	248	248

Field	Value	IRS element (for citing)
Capital Gain Net Income	31117	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	198200	QualifyingDistributionsYear1
Noncharitable Assets Year1	5779063	NoncharitableAssetsYear1
Distribution Ratio Year1	0.034296	DistributionRatioYear1
Qualifying Distributions Year2	178550	QualifyingDistributionsYear2
Noncharitable Assets Year2	6008943	NoncharitableAssetsYear2
Distribution Ratio Year2	0.029714	DistributionRatioYear2
Qualifying Distributions Year3	139800	QualifyingDistributionsYear3
Noncharitable Assets Year3	4407326	NoncharitableAssetsYear3
Distribution Ratio Year3	0.031720	DistributionRatioYear3
Qualifying Distributions Year4	334412	QualifyingDistributionsYear4
Noncharitable Assets Year4	5729170	NoncharitableAssetsYear4
Distribution Ratio Year4	0.058370	DistributionRatioYear4
Qualifying Distributions Year5	207800	QualifyingDistributionsYear5
Noncharitable Assets Year5	7275273	NoncharitableAssetsYear5
Distribution Ratio Year5	0.028563	DistributionRatioYear5
Total Distribution Ratio	0.182663	TotalDistributionRatio
Average Distribution Ratio	0.036533	AverageDistributionRatio
Net Noncharitable Assets	5693244	NetNoncharitableAssets
Adjusted Noncharitable Assets	207991	AdjustedNoncharitableAssets
One Percent Net Investment Income	2331	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	210322	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	210457	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2331	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	2331	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	2331	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	5618	EstTaxPaymentsAndOverpayment
Total Credits And Payments	5618	TotalCreditsAndPayments
Overpayment	3287	Overpayment
Amount Credited To Next Year	3287	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	LIONEL B SANDERS CPA	BooksInCareOfPersonName
Books In Care Of Phone Number	3104766264	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	12011 SAN VICENTE BLVD STE 330	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	900494962	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	1	UndistributedIncomePriorYears
Undistributed Income Prior Year1	2011	UndistributedIncomePriorYear1
Undistr Income4942a2 Not Applied	1	UndistrIncome4942a2NotApplied
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SIDNEY J MELTZNER
404 21ST STREET	SANTA MONICA	CA	904022436	CEO AND DIRECTOR	1.00	0	0	0
CAROLE J MELTZNER
404 21ST STREET	SANTA MONICA	CA	904022436	SECRETARY AND DIRECTOR	1.00	0	0	0
ARON MELTZNER
404 21ST STREET	SANTA MONICA	CA	904022436	TREASURER AND DIRECTOR	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5715817	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	64126	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5779943	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	5779943	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	86699	CashDeemedCharitable
Net Noncharitable Assets	5693244	NetNoncharitableAssets
Minimum Investment Return	284662	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	284662	MinimumInvestmentReturn
Tax Based On Investment Income	2331	TaxBasedOnInvestmentIncome
Total Tax	2331	TotalTax
Distributable Amount Before Adj	282331	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	282331	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	282331	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	210457	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	210457	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2331	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	208126	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	282331	DistributableAmountAsAdjusted
Undistributed Income Prior Year	221674	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	210457	QualifyingDistributions
Applied To Year1	210457	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	0	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	11217	TaxableAmount2
Undistributed Income CY	282331	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	SIDNEY J MELTZNER	ContributingManager
Contributing Manager	CAROLE J MELTZNER	ContributingManager
Contributing Manager	ARON MELTZNER	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (69 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ACADEMY OF JEWISH RELIGION
6301 RIVERDALE AVENUE	RIVERDALES	NY	10471	NONE	PUBLIC CHARITY	ACADEMIC RESEARCH	$2,000
ALZHEIMER DISEASE RESEARCH
1520 SAN PABLO ST HCT3000	LOS ANGELES	CA	90033	NONE	PUBLIC CHARITY	ALZHEIMER RESEARCH	$500
AMERICAN CANCER SOCIETY
PO BOX 22718	OKLAHOMA CITY	OK	73123	NONE	PUBLIC CHARITY	CANCER RESEARCH	$500
AMERICAN FRIENDS OF HEBREW UNIVERSITY
9911 W PICO BLVD STE 1520	LOS ANGELES	CA	90035	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS	$2,000
AMERICAN FRIENDS OF MAGEN DAVID ASSOC
352 SEVENT AVENUE SUITE 400	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	MEDICAL VOLUNTEERING	$1,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREET	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	GENERAL FUND	$1,000
BNAI BIRTH
2020 K ST NEW 7TH FLOOR	WASHINGTON	DC	20006	NONE	PUBLIC CHARITY	HUMANITARIAN RIGHTS	$2,000
AMERICAN VALUES
2800 SHIRLINGTON RD STE 950	ARLINGTON	VA	22206	NONE	PUBLIC CHARITY	GENERAL FUND	$500
ANTI DEFAMATION LEAGUE
10495 SANTA MONICA BLVD	LOS ANGELES	CA	90025	NONE	PUBLIC CHARITY	ANTI-SEMITISM EDUCATION	$1,000
BOYS & GIRLS CLUB OF SANTA MONICA
1238 LINCOLN BLVD	SANTA MONICA	CA	90401	NONE	PUBLIC CHARITY	FAMILY ASSISTANCE PROGRAM	$1,000
BROAD STAGE
1310 11TH STREET	SANTA MONICA	CA	90401	NONE	PUBLIC CHARITY	PERFORMING ARTS CENTER	$1,500
CALIFORNIA STATE SHERIFF'S ASSOCIATION
PO BOX 980790	WEST SACRAMENTO	CA	957980790	NONE	PUBLIC CHARITY	TRAINING PROGRAMS	$500
CAMERA
PO BOX 35040	BOSTON	MA	02135	NONE	PUBLIC CHARITY	MEDIA-MONITORING	$3,000
EQUINUNK HISTORICAL SOCIETY
1972 PINE MILL ROAD	EQUINUNK	PA	18417	NONE	PUBLIC CHARITY	HISTORICAL EDUCATIONAL PROGRAMS	$300
CARING BRIDGE
PO BOX 131447	HOUSTON	TX	77219	NONE	PUBLIC CHARITY	SOCIAL SERVICE PROGRAMS	$1,000
DAVID HOROWITZ FREEDOM CENTER
PO BOX 55089	SHERMAN OAKS	CA	914991964	NONE	PUBLIC CHARITY	UNIVERSITY EDUCATIONAL PROGRAMS	$700
DISABLED AMERICAN VETERANS
PO BOX 14301	CINCINNATI	OH	45250	NONE	PUBLIC CHARITY	SOCIAL SERVICES FOR VETERANS	$800
FLAME
PO BOX 590359	SAN FRANCISCO	CA	94159	NONE	PUBLIC CHARITY	PUBLIC EDUCATION INFORMATION	$1,500
HADASSAH
50 WEST 58 STREET	NEW YORK	NY	10019	NONE	PUBLIC CHARITY	TEACHING & RESEARCH PROGRAMS	$500
HEBREW IMMIGRANT AID SOCIETY
333 SEVENTH AVENUE 16TH FL	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	SOCIAL SERVICE PROGRAMS	$500
HILLEL OF SAN DIEGO
800 8TH ST NW	WASHINGTON	DC	20001	NONE	PUBLIC CHARITY	EDUCATIONAL OUTREACH PROGRAMS	$500
HONEST REPORTING
10024 SKOKIE BLVD SUITE 201	SKOKIE	IL	60077	NONE	PUBLIC CHARITY	MEDIA WATCHDOG	$1,500
ILLINOIS INSTITUTE OF TECHNOLOGY
3300 SOUTH FEDERAL ST	CHICAGO	IL	60616	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS	$1,000
EISENHOWER MEDICAL CENTER FOUNDATION
39000 BOB HOPE DRIVE	RANCHO MIRAGE	CA	92270	NONE	PUBLIC CHARITY	MEDICAL	$1,000
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVENUE 19TH FL	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	PERSERVING LEGACY OF HOLOCAUST SURVIVORS	$500
JEWISH NATIONAL FUND
6310 SAN VICENTE BLVD NO 425	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	HELP JEWISH CHARITIES AND INDIVIDUALS	$1,000
JEWISH WAR VETERANS OF THE USA
1811 R STREET NW	WASHINGTON	DC	20009	NONE	PUBLIC CHARITY	WWII MEMORIAL FUND	$300
JEWISH WORLD WATCH
5551 BALBOA BLVD	ENCINO	CA	91316	NONE	PUBLIC CHARITY	EDUCATIONAL OUTREACH PROGRAMS	$2,500
KEHILLAT MA'ARAV
1715 21ST	SANTA MONICA	CA	90404	NONE	PUBLIC CHARITY	SCHOLARSHIPS, RELIEF AND EDUCATION PROGRAMS	$102,500
KESHET
284 AMORY ST	JAMAICA PLAIN	MA	02130	NONE	PUBLIC CHARITY	JEWISH COMMUNITY OUTREACH PROGRAMS	$1,000
KUSC
1149 S HILL STREET SUITE H100	LOS ANGELES	CA	90015	NONE	PUBLIC CHARITY	CLASSIC RADIO	$1,000
LACMA
5905 WILSHIRE BOULEVARD	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	ART MUSEUM GENERAL FUND	$600
LEUKEMIA-LYMPHOMA SOCIETY
PO BOX 4072	PITTSFIELD	MA	01202	NONE	PUBLIC CHARITY	MEDICAL RESEARCH	$1,000
LOS ANGELES JEWISH HOME
7150 TAMPA AVENUE	RESEDA	CA	91335	NONE	PUBLIC CHARITY	HOUSING FOR THE ELDERLY	$1,000
MACCABI SPORTS USA
1926 ARCH STREET 4R	PHILADELPHIA	PA	19103	NONE	PUBLIC CHARITY	ATHLETIC PROGRAMS	$1,000
MCHENRY COUNTY CONGREGATION
8617 RIDGEFIELD RD	CRYSTAL LAKE	IL	60012	NONE	PUBLIC CHARITY	GENERAL FUND	$1,000
MEALS ON WHEELS
900 HILGARD AVENUE	LOS ANGELES	CA	90095	NONE	PUBLIC CHARITY	PROVIDE MEALS FOR ELDERLY/DISABLE	$2,000
MICHAEL FOX FOUNDATION
PO BOX 780	NEW YORK	NY	10008	NONE	PUBLIC CHARITY	PARKINSON DISEASE RESEARCH	$500
MILKEN COMMUNITY HIGH SCHOOL
15800 ZELDINS WAY	LOS ANGELES	CA	90049	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAM	$35,000
MULTIPLE SCLEROSIS ASSOC OF AMERICA
706 HADDONFIELD RD	CHERRY HILL	NJ	08002	NONE	PUBLIC CHARITY	MULTIPLE SCLEROSIS RESEARCH	$500
NATIONAL CHILDREN CANCER SOCIETY
ONE SOUTH MEMORIAL DRSTE 800	ST LOUIS	MO	63102	NONE	PUBLIC CHARITY	CANCER RESEARCH	$300
NATIVE AMERICAN HERITAGE
1737 ELGIN RD	HIGHLAND	KS	66035	NONE	PUBLIC CHARITY	GEN FUND FOR MUSEUM	$300
NEW HORIZONS
15725 PARTHENIA ST	NORTH HILLS	CA	91343	NONE	PUBLIC CHARITY	SOCIAL SERVICE PROGRAMS	$2,000
NEW LA CHARTER SCHOOL
5100 WILSHIRE BLVD	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS	$1,000
NORTH AMERICAN ETHIOPIAN
132 NASSAU STREET STE 412	NEW YORK	NY	10038	NONE	PUBLIC CHARITY	SOCIAL SERVICE PROGRAMS	$600
OPICA
11759 MISSOURI AVENUE	LOS ANGELES	CA	90025	NONE	PUBLIC CHARITY	ADULT DAY SERVICES AND COUNSELING	$500
QUEENS COLLEGE FOUNDATION
65-30 KISSENA BLVD	FLUSHING	NY	11367	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS	$350
SALVATION ARMY
1518 W 11TH STREET	LOS ANGELES	CA	90015	NONE	PUBLIC CHARITY	SOCIAL SERVICE PROGRAMS	$500
SEPHARDIC EDUCATIONAL CENTER
10808 SANTA MONICA BLVD	LOS ANGELES	CA	90025	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS	$2,500
SHARE OUR STRENGTH
733 15TH STREET NW STE 640	WASHINGTON	DC	20005	NONE	PUBLIC CHARITY	FOOD PANTRY PROGRAM	$1,000
SPECIAL OLYMPICS SO CALIFORNIA
1133 19TH STREET NW 12TH FLR	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	BENEFIT PERSONS WITH INTELECTUAL DISABILITIES	$300
ST JOHNS HEALTH CENTER
2121 SANTA MONICA BLVD	SANTA MONICA	CA	90404	NONE	PUBLIC CHARITY	MEDICAL CHARITY	$500
ST JUDE HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	NONE	PUBLIC CHARITY	CANCER RESEARCH	$600
STAND WITH US
PO BOX 341069	LOS ANGELES	CA	90034	NONE	PUBLIC CHARITY	EDUCATE PEOPLE REGARDING ISRAEL	$1,200
JEWISH FAMILY SERVICE
16439 VANOWEN STREET	VAN NUYS	CA	91406	NONE	PUBLIC CHARITY	CUMMUNITY FOOD & RESOURCE PROGRAM	$2,000
USO WORLD HEADQUARTERS
2111 WILSON BLVD SUITE 1200	ARLINGTON	VA	22201	NONE	PUBLIC CHARITY	MILITARY SUPPORT PROGRAMS	$500
VETERANS OF FOREIGN WARS
200 MARYLAND AVENUE NE	WASHINGTON	DC	20002	NONE	PUBLIC CHARITY	MILITARY VETERANS SUPPORT PROGRAMS	$400
VISTA DEL MAR
3200 MOTOR AVENUE	LOS ANGELES	CA	90034	NONE	PUBLIC CHARITY	MENTAL HEALTH SERVICES FOR CHILDREN	$500
WEST POINT CHAPEL
WEST POINT	WEST POINT	NY	10996	NONE	PUBLIC CHARITY	GENERAL FUND	$2,000
WEST SIDE JEWISH COMMUNITY CENTER
5870 OLYMPIC BLVD	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	SOCIAL SERVICE PROGRAMS	$500
WORLD JEWISH CONGRESS
501 MADISON AVENUE	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	GENERAL FUND	$1,300
YIDDISH BOOK CENTER
1021 WEST STREET	AMHERST	MA	01002	NONE	PUBLIC CHARITY	RESCUE OF YIDDISH BOOKS	$1,300
YMCA
101 N WACKER DRIVE	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	GENERAL FUND	$2,000
ZIONIST ORGANIZATION OF AMERICA
4 EAST 34TH ST	NEW YORK	NY	10016	NONE	PUBLIC CHARITY	GENERAL FUND	$1,200
PBS SOCAL
PO BOX 25113	SANTA ANA	CA	92799	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAM	$500
PROSTATE CANCER RESEARCH
5777 W CENTURY BOULEVARD SUITE 800	LOS ANGELES	CA	90045	NONE	PUBLIC CHARITY	CANCER RESEARCH	$1,500
SANTA MONICA CONCERVANCY
PO BOX 653	SANTA MONICA	CA	90406	NONE	PUBLIC CHARITY	PRESERVATION	$300
THE METROPOLITAN OPERA FUND
LINCOLN CENTER	NEW YORK	NY	10023	NONE	PUBLIC CHARITY	GENERAL FUND	$500
THE NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE 3RD FLOOR	NEW YORK	NY	10017	NONE	PUBLIC CHARITY	GENERAL FUND	$300

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	203650	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$7,375	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$194,584	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$31,117	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$233,076	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	233076	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	SIDNEY MELTZNER	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	404 21ST STREET	AddressLine1
City	SANTA MONICA	City
State	CA	State
ZIP Code	90402	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	5000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$6,607	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	6607	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	GENERAL MOTORS NOTE	NameOfBond
EOY Book Value	100080	EOYBookValue
EOYFMV	99560	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (62 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
257,475 SHS. NATIONAL TECH	1300010	1979983
79,176.564 SHS. FRANKLIN TEMPLETON FUND	1000300	882027
23,600 SHS. GENERAL ELECTRIC	804581	495364
5,100 SHS. ENTERGY CORP	350872	325125
14,240.6 SHS. LAKELAND INDUSTRIES	249587	70630
2,586 SHS. ALPINE GLOBAL PREMIER PROP	50609	18826
4,000 SHS. ALPINE TOTAL DYNAMIC DIVIDEND FUND	79985	16120
80,526 SHS. NATIONAL TECHNICAL SYSTEM INC	485170	619245
4,000 SHS. TELESTONE TECHNOLOGIES	49091	5240
2,100 SHS. INVESCO VAN KAMPEN DYNAMIC	42000	26208
72,100 SHS. ING GBL EQ DIV & PREM OP	1340524	625107
16,000 SHS. NFJ DIVIDEND INTERST & PREM STRAT FUND	364992	249600
2,000 SHS. ALCOA	29502	17360
400 SHS. BERKSHIRE HATHAWAY D	30902	35880
5,000 SHS CITIGROUP	19436	19780
1,000 SHS FORD MOTOR CO	13061	12950
1,500 SHS. FRONTIER COMMUNICATIONS	13796	6420
46,000 SHS GUANWEI RECYCLING	205751	42900
500 SHS. HONEYWELL	21936	31735
2,000 SHS. HUNTINGTON BANCSHARES	13490	12780
1,500 SHS. NOVAGOLD RESOURCES	20788	6765
1,000 SHS. SANDRIDGE ENERGY	10191	6350
500 SHS. TEVA PHARMACEUTICAL	27414	18670
1,000 SHS, AMERN AXLE & MFG HLDG	13666	11200
700 SHS, ARCH COAL INC.	23928	5124
800 SHS, BRISTOL	0	0
400 SHS, COCA-COLA	26825	29000
250 SHS, CONOCO PHILLIPS	14710	14498
1,000 SHS DENDREON CORP	0	0
500 SHS, DOW CHEMICAL COMPANY	18251	16160
1,000 SHS DUKE ENERGY CORP	0	0
700 SHS, FIRST REPUBLIC BANK	0	0
500 SHS, HALLIBURTON COMPANY	24771	17345
1,200 SHS HECKMANN CORP	7674	4836
300 SHS HESS CORP	24088	15888
500 SHS, INTERNATIONAL PAPER	0	0
500 SHS JP MORGAN CHASE	22016	21980
1,000 SHS LOWES COMPANIES INC	0	0
1,000 SHS MANITOWOC COMPANY INC.	21821	15680
300 SHS, PARKER-HANNIFIN CORP	0	0
700 SHS, PUBLIC STORAGE DEP	17500	18998
500 SHS, SOLAR CAPTIAL LTD	12541	11955
800 SHS, SOUTHERN COMPANY	0	0
500 SHS, UNIPHASE CORP PAR	13965	6750
10,000 SHS VIRTUS TOTAL RETURN	130920	38700
1,000 SHS WEYERHAEUSER COMPANY	0	0
263 SHS ACCO BRANDS	2500	1930
25 SHS APPLE INC.	14124	13304
600 SHS BB&T CORP	15000	15588
1500 SHS BGC PARTNERS INC.	11326	5190
500 SHS CAPITAL ONE FINL CORP	12500	12430
1500 SHS CROWN CRAFTS INC.	8471	7500
500 SHS JAKKS PACIFIC INC.	8061	6260
300 SHS JOHNSON & JOHNSON	20444	21030
400 SHS KELLOGG COMPANY	21162	22340
500 SHS MONDELEZ INTERNATIONAL	13826	12725
400 SHS NEWS CORP CL B	9850	10496
250 SHS NOVA COPPER INC.	748	453
125 SHS PHILLIPS 66 INC	3571	6638
500 SHS PRUDENTIAL FINANCIAL	12500	12500
500 SHS PUBLIC STORAGE DEP	12500	13075
1000 SHS ROUNDY'S INC.	11841	4450

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK CHARGES & MISC	Description
Revenue And Expenses Per Books	140	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	140	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL TAXES PAID	$50	50
CALIFORNIA FILING FEES	$10	10
FOREIGN TAXES	$112	0

CAS FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (69 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (62 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments