THE@MOSES FELDMAN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE@MOSES FELDMAN FAMILY FOUNDATION (EIN 20-2086533)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201313199349100221
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
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T08:09:41-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET STREET SUITE 3100	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	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	202086533	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	The Moses Feldman Family Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% MOSES FELDMAN	InCareOfName
Name Control	MOSE	NameControl
Phone	2158365105	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Eight Tower Bridge	AddressLine1
Address Line2	161 Washington Street Suite 410	AddressLine2
City	Conshohocken	City
State	PA	State
ZIP Code	19428	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Moses Feldman	Name
Title	Officer	Title
Phone	2158365105	Phone
Date Signed	2013-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jared Szychter	Name
Phone	2155614200	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	29778600	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	7228020	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	54961	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	51182	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	487247	DividendsRevAndExpnss
Dividends Net Invst Incm	487247	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1347964	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	6728051	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1347964	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-70683	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-70683	OtherIncomeNetInvstIncm
Total Revenue And Expenses	9047509	TotalRevenueAndExpenses
Total Net Investment Income	1815710	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	4500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1125	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	3375	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	38873	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	194	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	38679	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	234	InterestRevAndExpnss
Interest Net Invst Incm	234	InterestNetInvstIncm
Taxes Rev And Expnss	6523	TaxesRevAndExpnss
Taxes Net Invst Incm	6523	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	558	DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss	19524	OccupancyRevAndExpnss
Occupancy Net Invst Incm	98	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	19426	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	7908	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	791	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	7117	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	205869	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	173797	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	32072	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	283989	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	182762	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	100669	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1002500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1002500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1286489	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	182762	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1103169	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	7761020	ExcessOfRevenueOverExpenses
Net Investment Income	1632948	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	315999	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1048101	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1048101	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	9521	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2229000	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2229000	InvestmentsCorpStockEOYFMV
Investments Other BOY	16327132	InvestmentsOtherBOY
Investments Other EOY	26499161	InvestmentsOtherEOY
Investments Other EOYFMV	26499161	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	5395	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	4611	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	910	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	784	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	784	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	0	OtherAssetsBOY
Other Assets EOY	1554	OtherAssetsEOY
Other Assets EOYFMV	1554	OtherAssetsEOYFMV
Total Assets BOY	16653562	TotalAssetsBOY
Total Assets EOY	29778600	TotalAssetsEOY
Total Assets EOYFMV	29778600	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	16653562	RetainedEarningsBOY
Retained Earnings EOY	29778600	RetainedEarningsEOY
Total Net Assets BOY	16653562	TotalNetAssetsBOY
Total Net Assets EOY	29778600	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	16653562	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	29778600	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	16653562	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	7761020	ExcessOfRevenueOverExpenses
Other Increases	5364018	OtherIncreases
Subtotal	29778600	Subtotal
Total Net Assets Fund Balances EOY	29778600	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis
DAVIDSON KEMPER INSTITUTIONAL PARTNERS	93492	93492	93492
DAVIDSON KEMPER INSTITUTIONAL PARTNERS	50703	50703	50703
SENTINEL CAPITAL PARTNERS III LP	198334	198334	198334
SENTINEL CAPITAL PARTNERS IV LP	311494	311494	311494
TRIDENT IV, LP	89485	89485	89485
HB HMLP HOLDINGS LP	24751	24751	24751
CHARLES SCHWAB CAPITAL GAIN DISTRIBUTION	88043	88043	88043
CHARLES SCHWAB	1316512	38623	38623	1277889
CHARLES SCHWAB	4369838	269891	269891	4099947
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS	0	-2251	-2251	2251
ELLIOTT INTERNATIONAL PARTNERS	157677	157677	157677
HIGHBRIDGE CAPITAL CORP	27722	27722	27722

Field	Value	IRS element (for citing)
Capital Gain Net Income	1347964	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1102406	QualifyingDistributionsYear1
Noncharitable Assets Year1	21674738	NoncharitableAssetsYear1
Distribution Ratio Year1	0.050861	DistributionRatioYear1
Qualifying Distributions Year2	1138063	QualifyingDistributionsYear2
Noncharitable Assets Year2	21057458	NoncharitableAssetsYear2
Distribution Ratio Year2	0.054046	DistributionRatioYear2
Qualifying Distributions Year3	989751	QualifyingDistributionsYear3
Noncharitable Assets Year3	19436861	NoncharitableAssetsYear3
Distribution Ratio Year3	0.050921	DistributionRatioYear3
Qualifying Distributions Year4	1163604	QualifyingDistributionsYear4
Noncharitable Assets Year4	24412887	NoncharitableAssetsYear4
Distribution Ratio Year4	0.047664	DistributionRatioYear4
Qualifying Distributions Year5	850212	QualifyingDistributionsYear5
Noncharitable Assets Year5	27317490	NoncharitableAssetsYear5
Distribution Ratio Year5	0.031123	DistributionRatioYear5
Total Distribution Ratio	0.234615	TotalDistributionRatio
Average Distribution Ratio	0.046923	AverageDistributionRatio
Net Noncharitable Assets	21918732	NetNoncharitableAssets
Adjusted Noncharitable Assets	1028493	AdjustedNoncharitableAssets
One Percent Net Investment Income	16329	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1044822	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1103169	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	16329	InvestmentIncomeExciseTax
Subtotal	16329	Subtotal
Tax Based On Investment Income	16329	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	5649	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	12500	TaxPaidWithExtension
Total Credits And Payments	18149	TotalCreditsAndPayments
Overpayment	1820	Overpayment
Amount Credited To Next Year	1820	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	PA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MOSES FELDMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2158365105	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	841 ANDORRA RD	AddressLine1
City	LAFAYETTE HILL	City
State	PA	State
ZIP Code	19444	ZIPCode

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

Statements Regarding Acty4720 StatementsRegardingActy4720

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
MOSES FELDMAN
841 Andorra Road	Lafayette Hill	PA	19444	Trustee	5.0	0
SUSAN FELDMAN
841 Andorra Road	Lafayette Hill	PA	19444	TRUSTEE	5.0	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Field	Value	IRS element (for citing)
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	21541031	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	709151	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	2338	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	22252520	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	22252520	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	333788	CashDeemedCharitable
Net Noncharitable Assets	21918732	NetNoncharitableAssets
Minimum Investment Return	1095937	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1095937	MinimumInvestmentReturn
Tax Based On Investment Income	16329	TaxBasedOnInvestmentIncome
Total Tax	16329	TotalTax
Distributable Amount Before Adj	1079608	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1079608	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1079608	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1103169	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	1103169	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	16329	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1086840	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1079608	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	17180	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	90746	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	22815	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	130741	TotalExcessDistriCarryover
Qualifying Distributions	1103169	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	1079608	AppliedToCurrentYear
Remaining Distri From Corpus	23561	RemainingDistriFromCorpus
Total Corpus	154302	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	154302	ExcessDistriCyovToNextYear
Excess From Year3	17180	ExcessFromYear3
Excess From Year2	90746	ExcessFromYear2
Excess From Year1	22815	ExcessFromYear1
Excess From Current Year	23561	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
JEWISH FEDERATION OF NORTH AMERICA
Wall Street Station PO Box 157	New York	NY	10268	NONE	PUBLIC	GENERAL	$55,000
LEAGUE OF CONSERVATION VOTERS
1920 L Street NW SUITE 800	WASHINGTON	DC	20036	NONE	PUBLIC	GENERAL	$10,000
MORRIS ARBORETUM
100 E NORTHWESTERN AVE	PHILADELPHIA	PA	19118	NONE	PUBLIC	GENERAL	$110,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH VL	NEW YORK	NY	10014	NONE	PUBLIC	GENERAL	$15,000
NATURAL LANDS TRUST
1031 PALMERS MILL ROAD	MEDIA	PA	19063	NONE	PUBLIC	GENERAL	$10,000
PCI- MEDIA CENTER
777 UNITED NATIONS PLAZA 5TH FLOOR	NEW YORK	NY	10017	NONE	PUBLIC	GENERAL	$10,000
PHILADELPHIA MUSEUM OF ART
26TH STREET THE BENJAMIN FRANKLIN	PHILADELPHIA	PA	19130	NONE	PUBLIC	GENERAL	$5,000
PHILADELPHIA ORCHESTRA
260 BROAD STREET SUITE 1600	PHILADELPHIA	PA	19102	NONE	PUBLIC	GENERAL	$25,000
PLANNED PARENTHOOD ASSOCIATION
610 LOUIS DRIVE	WARMINSTER	PA	18974	NONE	PUBLIC	GENERAL	$25,000
POPULATION CONNECTION
2120 L ST NW SUITE 500	WASHINGTON	DC	20037	NONE	PUBLIC	GENERAL	$10,000
POPULATION MEDIA CENTER
PO BOX 546	SHELBURNE	VT	05482	NONE	PUBLIC	GENERAL	$7,500
ROCKY MOUNTAIN INSTITUTE
2317 SNOWMASS CREEK ROAD	SNOWMASS	CO	81654	NONE	PUBLIC	GENERAL	$20,000
SAVE OUR SPRINGS ALLIANCE
221 E 9TH STREET SUITE 300	AUSTIN	TX	78701	NONE	PUBLIC	GENERAL	$13,000
SEEDS OF PEACE
370 LEXINGTON AVENUE SUITE 401	NEW YORK	NY	10017	NONE	PUBLIC	GENERAL	$10,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE	MONTGOMERY	AL	36104	NONE	PUBLIC	GENERAL	$15,000
THE ISRAEL PROJECT
2020 K STREET NW	WASHINGTON	DC	20006	NONE	PUBLIC	GENERAL	$50,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE	CAMBRIDGE	MA	02138	NONE	PUBLIC	GENERAL	$20,000
UNITED WAY OF SOUTHEASTERN PA
7 BENJAMIN FRANKLIN PARKWAY	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$10,000
WHYY
150 N 6TH STREET	PHILADELPHIA	PA	19106	NONE	PUBLIC	GENERAL	$10,000
AMERICAN ASSOCIATES BEN GURION UNIVERSITY
1430 BROADWAY 8TH FLOOR	NEW YORK	NY	10018	NONE	PUBLIC	GENERAL	$15,000
AMERICAN BIRD CONSERVATION
1731 CONNECTICUT AVENUE NW	WASHINGTON	DC	20009	NONE	PUBLIC	GENERAL	$10,000
AMERICAN JEWISH COMMITTEE
PO BOX 705	NEW YORK	NY	10150	NONE	PUBLIC	GENERAL	$55,000
AMERICAN JEWISH WORLD SERVICES
45 WEST 36TH STREET	NEW YORK	NY	10018	NONE	PUBLIC	GENERAL	$20,000
ANTI-DEFAMATION LEAGUE
1617 JFK BLVD ONE PENN CENTER SUI	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$15,000
APPALACHIAN MOUNTAIN CLUB
5 JOY STREET	BOSTON	MA	02108	NONE	PUBLIC	GENERAL	$25,000
BATES COLLEGE
2 ANDREWS ROAD	LEWISTON	MA	04240	NONE	PUBLIC	GENERAL	$12,500
DELAWARE RIVERKEEPER
30 POND STREET 2ND FLOOR	BRISTOL	PA	19007	NONE	PUBLIC	GENERAL	$7,500
EARTH JUSTICE
426 17TH STREET	OAKLAND	CA	94612	NONE	PUBLIC	GENERAL	$40,000
HILLEL
800 EIGHTH STREET NW	WASHINGTON	DC	20001	NONE	PUBLIC	GENERAL	$50,000
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREET	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$50,000
LASALLE UNIVERSITY
1900 WEST OLNEY AVENUE	PHILADELPHIA	PA	19141	NONE	PUBLIC	GENERAL	$17,000
PENNSYLVANIA BALLET
1819 JFK BLVD	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$25,000	SUITE 210
PHILADELPHIA ZOO
3400 W GERARD AVE	PHILADELPHIA	PA	19104	NONE	PUBLIC	GENERAL	$5,000
WOODMERE ART MUSEUM
9201 Germantown Ave	Philadelphia	PA	19118	NONE	PUBLIC	GENERAL	$10,000
CONSERVE WILDLIFE FDN OF NJ
501 E State St	Trenton	NJ	08609	NONE	PUBLIC	GENERAL	$5,000
I-SAEF
UNKNOWN	UNKNOWN	PA	00000	NONE	PUBLIC	GENERAL	$10,000
ISRAEL ALLIES FOUNDATION
1150 Connecticut Ave NW Suite 515	Washington	DC	20036	NONE	PUBLIC	GENERAL	$25,000
NEW ISRAEL FUND
330 Seventh Ave	New York	NY	10001	NONE	PUBLIC	GENERAL	$60,000
THE ASPEN INSTITUTE
477 Madison Ave	New York	NY	10022	NONE	Public	General	$25,000
THE SUSTAINABITLITY LAB
229 East 85th Street	New York	NY	10028	NONE	PUBLIC	General	$10,000
WASHINGTON INST FOR ME POLICY
1828 L Street NW Ste 1050	Washington	DC	20036	NONE	PUBLIC	GENERAL	$60,000
AMERICAN ISLAMIC CONGRESS
1718 M Street NW 243	Washington	DC	20036	NONE	PUBLIC	GENERAL	$10,000
HELLER SCHOOL
415 South Street MS 035	Waltham	MA	02454	NONE	PUBLIC	GENERAL	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1002500	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$54,961	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$487,247	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,347,964	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	PARTNERSHIP AND OTHER INCOME	Description
Exclusion Code	14	ExclusionCode
Exclusion	-$70,683	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,819,489	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1819489	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

Schedule B IRS990ScheduleB

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

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Noncash Contribution TypeNoncashContributionType
1	JACOB FELDMAN MARITAL TRUST	1431 GREENWAY DRIVE	IRVING	TX	75038	6601477	X	X
2	JACOB FELDMAN CHARITABLE LEAD TRUST	841 Andorra Road	Lafayette Hill	PA	19444	126543	X
3	JACOB FELDMAN MARITAL TRUST	1431 GREENWAY DRIVE	IRVING	TX	75038	500000	X

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	1	ContributorNumberFromPartI
Noncash Property Description	SEE ATTACHED CHARLES SCHWAB STATEMENT ACCOUNT NUMBER 5640-8229	NoncashPropertyDescription
Fair Market Value	6601477	FairMarketValue
Date Received	2012-08-31	DateReceived

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	Current Year ExpenseCurrentYearExpense
OFFICE FURNITURE	2006-05-19	3473	3008	M7	310
OFFICE FURNITURE	2006-06-29	1151	997	M7	103
FILE CABINET	2011-05-31	339	48	M7	83
OFFICE FURNITURE	2012-06-30	432		M7	62

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMERCIAL METALS CO	NameOfStock
EOY Book Value	2229000	EOYBookValue
EOYFMV	2229000	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (15 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
STATE OF ISRAEL BONDS	AT COST	250000	250000
AMERICAN ISRAEL PAPER MILLS, L	AT COST	15000	15000
DAVIDSON KEMPNER INSTITUTIONAL	AT COST	1606455	1606455
ELLIOTT INTERNATIONAL PARTNERS	AT COST	3753794	3753794
SENTINEL CAPITAL INVESTORS III	AT COST	123634	123634
PALOMA INTERNATIONAL LIMITED	AT COST	917343	917343
SENECA INTERNATIONAL	AT COST	860947	860947
REGIS PRIVATE EQUITY INVESTORS	AT COST	33341	33341
HIGHBRIDGE CAPITAL CORP	AT COST	0	0
TRIDENT IV, LP	AT COST	959319	959319
SENTINEL CAPITAL INVESTORS IV	AT COST	516102	516102
RIVERSTONE V	AT COST	401897	401897
REGIS - CHARLES SCHWAB	AT COST	16889446	16889446
HB MULTI-STRATEGY	AT COST	43628	43628
HB HMLP LP	AT COST	128255	128255

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
OFFICE FURNITURE	3473	3318	155
OFFICE FURNITURE	1151	1100	51
FILE CABINET	339	131	208
OFFICE FURNITURE	432	62	370

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	SECURITY DEPOSIT	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	1554	EOYBookValue
EOYFMV	1554	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE SUPPORT	29874	2987	26887
ASSET MANAGEMENT FEES	154590	154590
OFFICE EXPENSES	950	285	665
INSURANCE	1831		1831
UTILITIES & TELEPHONE	2264	11	2253
MISCELLANEOUS	96		96
INVESTMENT EXPENSE	15778	15778
OFFICE SUPPLIES	486	146	340

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS	-26846	-26846
SENTINEL CAPITAL PARTNERS III, LP	-136	-136
SENTINEL CAPITAL PARTNERS IV-A, LP	-600	-600
TRIDENT IV, LP	-10325	-10325
HB HMLP HOLDINGS LP	-32215	-32215
REGIS PRIVATE EQUITY INVESTORS	-561	-561

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAINS	Description
Amount	$5,364,018	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	Category
Amount	$6,523	Amount
Net Investment Income	6523	NetInvestmentIncome

THE@MOSES FELDMAN FAMILY FOUNDATION: 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 (12 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

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 (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 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

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (3 entries)

Noncash Property NoncashProperty

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (15 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (6 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes

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