SBW FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SBW FOUNDATION (EIN 20-0703467)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-07-08
IRS object ID: 201331899349100113
Schema version: 2012v2.0
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-07-08T12:03:07-07:00	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	STEVEN MOSKOWITZ CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	660 WHITE PLAINS RD 5TH FL	AddressLine1
City	TARRYTOWN	City
State	NY	State
ZIP Code	105915187	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	200703467	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	SBWF	NameControl
Phone	8603461570	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1502	AddressLine1
City	MIDDLETOWN	City
State	CT	State
ZIP Code	06457	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SUSAN B WASCH	Name
Title	OFFICER	Title
Phone	8603461570	Phone
Date Signed	2013-07-08	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEVEN MOSKOWITZ CPA	Name
Phone	9143666714	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)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	1221534	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	20999	DividendsRevAndExpnss
Dividends Net Invst Incm	20999	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	76750	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	180620	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	76750	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	97749	TotalRevenueAndExpenses
Total Net Investment Income	97749	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	4256	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	4256	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	3332	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	3332	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	2337	TaxesRevAndExpnss
Taxes Net Invst Incm	417	TaxesNetInvstIncm
Other Expenses Rev And Expnss	130	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	65	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	65	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	10055	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	3814	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	4321	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	73050	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	73050	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	83105	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	3814	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	77371	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	14644	ExcessOfRevenueOverExpenses
Net Investment Income	93935	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	11649	CashBOY
Cash EOY	2293	CashEOY
Cash EOYFMV	2293	CashEOYFMV
Savings And Temp Cash Invst BOY	37086	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	68717	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	68717	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	883450	InvestmentsCorpStockBOY
Investments Corp Stock EOY	635259	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1150524	InvestmentsCorpStockEOYFMV
Investments Other BOY	12200	InvestmentsOtherBOY
Investments Other EOY	0	InvestmentsOtherEOY
Total Assets BOY	944385	TotalAssetsBOY
Total Assets EOY	706269	TotalAssetsEOY
Total Assets EOYFMV	1221534	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	944385	RetainedEarningsBOY
Retained Earnings EOY	706269	RetainedEarningsEOY
Total Net Assets BOY	944385	TotalNetAssetsBOY
Total Net Assets EOY	706269	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	944385	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	706269	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	944385	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	14644	ExcessOfRevenueOverExpenses
Subtotal	959029	Subtotal
Other Decreases	252760	OtherDecreases
Total Net Assets Fund Balances EOY	706269	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	DepreciationDepreciation	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	FMV As Of123169FMVAsOf123169	Adjusted Basis As Of123169AdjustedBasisAsOf123169	Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
SECURITIES TRANSACTIONS	P	2010-07-01	2012-07-01	179037	0	103870	75167	0	0	0	75167
CAPITAL GAIN DISTRIBUTION	P	2012-01-01	2012-12-31	1583	0	0	1583	0	0	0	1583

Field	Value	IRS element (for citing)
Capital Gain Net Income	76750	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	1583	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	67061	QualifyingDistributionsYear1
Noncharitable Assets Year1	1172838	NoncharitableAssetsYear1
Distribution Ratio Year1	0.057178	DistributionRatioYear1
Qualifying Distributions Year2	65640	QualifyingDistributionsYear2
Noncharitable Assets Year2	1048714	NoncharitableAssetsYear2
Distribution Ratio Year2	0.062591	DistributionRatioYear2
Qualifying Distributions Year3	63384	QualifyingDistributionsYear3
Noncharitable Assets Year3	934810	NoncharitableAssetsYear3
Distribution Ratio Year3	0.067804	DistributionRatioYear3
Qualifying Distributions Year4	86967	QualifyingDistributionsYear4
Noncharitable Assets Year4	1103953	NoncharitableAssetsYear4
Distribution Ratio Year4	0.078778	DistributionRatioYear4
Qualifying Distributions Year5	83018	QualifyingDistributionsYear5
Noncharitable Assets Year5	1622445	NoncharitableAssetsYear5
Distribution Ratio Year5	0.051168	DistributionRatioYear5
Total Distribution Ratio	0.317519	TotalDistributionRatio
Average Distribution Ratio	0.063504	AverageDistributionRatio
Net Noncharitable Assets	1181459	NetNoncharitableAssets
Adjusted Noncharitable Assets	75027	AdjustedNoncharitableAssets
One Percent Net Investment Income	939	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	75966	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	77371	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	939	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	939	Subtotal
Tax Based On Investment Income	939	TaxBasedOnInvestmentIncome
Tax Paid With Extension	2000	TaxPaidWithExtension
Total Credits And Payments	2000	TotalCreditsAndPayments
Original Return Overpayment	-2000	OriginalReturnOverpayment
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	23	PenaltyForUnderpayment
Overpayment	1038	Overpayment
Amount Credited To Next Year	1038	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	CT	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	SUSAN B WASCH	BooksInCareOfPersonName
Books In Care Of Phone Number	8603461570	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	150 COLEMAN ROAD	AddressLine1
City	MIDDLETOWN	City
State	CT	State
ZIP Code	065475065	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
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
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

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	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SUSAN B WASCH
150 COLEMAN ROAD	MIDDLETOWN	CT	06457	TRUSTEE	1.00	0	0	0
WILLIAM K WASCH
150 COLEMAN ROAD	MIDDLETOWN	CT	06457	TRUSTEE	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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1186907	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	12544	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1199451	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1199451	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	17992	CashDeemedCharitable
Net Noncharitable Assets	1181459	NetNoncharitableAssets
Minimum Investment Return	59073	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	59073	MinimumInvestmentReturn
Tax Based On Investment Income	939	TaxBasedOnInvestmentIncome
Total Tax	939	TotalTax
Distributable Amount Before Adj	58134	DistributableAmountBeforeAdj
Distributable Amount Before Ded	58134	DistributableAmountBeforeDed
Distributable Amount As Adjusted	58134	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	77371	ExpensesAndContributions
Qualifying Distributions	77371	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	939	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	76432	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	58134	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	3970	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	32665	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	16919	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	15670	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	10332	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	79556	TotalExcessDistriCarryover
Qualifying Distributions	77371	QualifyingDistributions
Remaining Distri From Corpus	77371	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	58134	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	58134	ExcessDistriCyovAppliedCY
Total Corpus	98793	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	98793	ExcessDistriCyovToNextYear
Excess From Year2	11090	ExcessFromYear2
Excess From Year1	10332	ExcessFromYear1
Excess From Current Year	77371	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	SUSAN B WASCH	ContributingManager
Shareholder Manager	NA	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	SUSAN B WASCH	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	150 COLEMAN ROAD	AddressLine1
City	MIDDLETOWN	City
State	CT	State
ZIP Code	064575065	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8603461570	RecipientPhoneNumber
Form And Info And Materials	N/A	FormAndInfoAndMaterials
Submission Deadlines	N/A	SubmissionDeadlines
Restrictions On Awards	N/A	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
FOCUS
PO BOX 1027	NEW CANAAN	CT	06840	EXEMPT	RELIGIOUS INSTITUTIONFURTHER PURPOSE OF	$500
(no name)
						$0
CHURCH OF THE HOLY TRINITY
381 MAIN STREET	MIDDLETOWN	CT	06457	EXEMPT	RELIGIOUS INSTITUTIONFURTHER PURPOSE OF	$25,000
(no name)
						$0
METROPOLITAN OPERA
LINCOLN CENTER	NY	NY	10023	EXEMPT	PERFORMING ARTSFURTHER PURPOSE OF	$2,500
(no name)
						$0
SMITH COLLEGE
COMSTOCK SCHOLARS PROGRAM	NORTHAMMPTON	MA	01063	EXEMPT	EDUCATIONFURTHER PURPOSE OF	$2,000
(no name)
						$0
WESLEYAN UNIVERSITY
318 HIGH STREET	MIDDLETOWN	CT	06457	EXEMPT	EDUCATIONFURTHER PURPOSE OF	$25,000
(no name)
						$0
CT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVENUE	HARTFORD	CT	06105	EXEMPT	PUBLIC BROADCASTINGFURTHER PURPOSE OF	$1,000
(no name)
						$0
MIDDLESEX MEMORIAL HOSPITAL
28 CRESCENT STREET	MIDDLETOWN	CT	06457	EXEMPT	MEDICINEFURTHER PURPOSE OF	$5,000
(no name)
						$0
UNITED WAY OF MIDDLESEX COUNTY
100 RIVERVIEW CENTER	MIDDLETOWN	CT	06457	EXEMPT	COMMUNITY SERVICEFURTHER PURPOSE OFPROJECTS	$1,000
(no name)
						$0
NATIONAL COUNCIL ON AGING INC
1901 L STREET NW 4TH FLOOR	WASHINGTON	DC	20036	EXEMPT	IMPROVING THE LIVESFURTHER PURPOSE OFOF OLDER ADULTS	$500
(no name)
						$0
COLUMBIA GRADUATE SCHOOL OF BUSINESS
3022 BROADWAY ROOM 101	NYC	NY	10027	EXEMPT	EDUCATIONFURTHER PURPOSE OF	$500
(no name)
						$0
CONNECTICUT FUND FOR THE ENVIRONMENT
142 TEMPLE STREET 3RD FLOOR	NEW HAVEN	CT	06510	EXEMPT	IMPROVING LAND, AIR ANDFURTHER PURPOSE OFWATER OF CT. AND L.I. SOUND	$500
(no name)
						$0
CONCORDIA COLLEGE
171 WHITE PLAINS ROAD	BRONXVILLE	NY	10708	EXEMPT	EDUCATIONFURTHER PURPOSE OF	$1,000
(no name)
						$0
JONAH CENTER
PO BOX 854	MIDDLETOWN	CT	06457	EXEMPT	& PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT	$700
(no name)
						$0
MIDDLESEX LAND TRUST
27 WASHINGTON STREET	MIDDLETOWN	CT	06457	EXEMPT	& PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT	$250
(no name)
						$0
THE MASTERS SCHOOL
49 CLINTON AVENUE	DOBBS FERRY	NY	10522	EXEMPT	EDUCATIONFURTHER PURPOSE OF	$5,000
(no name)
						$0
MIDDLESEX COMMUNITY FOUNDATION
211 SOUTH MAIN STREET	MIDDLETOWN	CT	06457	EXEMPT	USING RESOURCES TO SUPPORTFURTHER PURPOSE OFPOSITIVE IMPACT IN COMMUNITY	$500
(no name)
						$0
COLUMBIA UNIVERSITY
PO BOX 1385	NEW YORK	NY	10008	EXEMPT	EDUCATIONFURTHER PURPOSE OF	$100
(no name)
						$0
PLATFORM TENNIS MUSEUM & HALL OF FAME
PO BOX 413	SCARSDALE	NY	10583	EXEMPT	HAS THE MISSION OF CAPTURINGNON-PROFIT ORGANIZATION THATTHE HISTORY OF THE GAME.	$2,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	73050	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$20,999	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$76,750	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$97,749	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	97749	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	S. JOHN MALINOWSKI, PC ACCOUNTING	Category
Amount	$4,256	Amount
Disbursements Charitable Prps	4256	DisbursementsCharitablePrps

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

NameName	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
SECURITIES TRANSACTIONS	Purchased	2012-12	179037	103870	75167
CAPITAL GAIN DISTRIBUTION		2012-12	1583		1583

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	PORTFOLIO INVESTMENTS	NameOfStock
EOY Book Value	635259	EOYBookValue
EOYFMV	1150524	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	LIMITED PARTNERSHIP INTEREST	CategoryOrItem

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED LOSS	Description
Amount	$252,760	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PO BOX FEE	76	38	38
OFFICE EXPENSE	54	27	27

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
CUSTODY FEES CUSTODY	$562	562
INVESTMENT MGT FEES MGT FEES	$2,770	2770

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL TAXES	$1,920
FOREIGN TAXES	$417	417

SBW 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 (2 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 (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

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