THE WALLACE RESEARCH FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE WALLACE RESEARCH FOUNDATION (EIN 42-6540579)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-07-24
IRS object ID: 201332059349100203
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
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-07-24T09:49:38-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	420714325	EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	221 THIRD AVENUE SE STE 300	AddressLine1
City	CEDAR RAPIDS	City
State	IA	State
ZIP Code	524011512	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	426540579	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WALLACE RESEARCH FOUNDATION CO MCGLADREY LLP	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WALL	NameControl
Phone	3192985333	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ATTN KAY HEGARTY 221 THIRD AVE SE	AddressLine1
Address Line2	NO 300	AddressLine2
City	CEDAR RAPIDS	City
State	IA	State
ZIP Code	52401	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HENRY D WALLACE	Name
Title	PRESIDENT	Title
Phone	3192985333	Phone
Date Signed	2013-06-25	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KAY HEGARTY	Name
PTIN	P00091057	PTIN
Phone	3192985333	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	75424265	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	7587	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	2261171	DividendsRevAndExpnss
Dividends Net Invst Incm	2261171	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1440524	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	16319214	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1440524	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	3709282	TotalRevenueAndExpenses
Total Net Investment Income	3701695	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	65302	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	22810	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	42492	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	370608	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	370608	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	67941	TaxesRevAndExpnss
Taxes Net Invst Incm	21941	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	12345	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	5773	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	6572	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	516196	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	421132	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	49064	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	4140921	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	4140921	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	4657117	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	421132	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	4189985	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-947835	ExcessOfRevenueOverExpenses
Net Investment Income	3280563	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	9510520	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	4499761	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	4499761	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	23814189	InvestmentsCorpStockBOY
Investments Corp Stock EOY	34675272	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	42824013	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	0	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	2977143	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	3156213	InvestmentsCorpBondsEOYFMV
Investments Other BOY	32038999	InvestmentsOtherBOY
Investments Other EOY	22267811	InvestmentsOtherEOY
Investments Other EOYFMV	24815401	InvestmentsOtherEOYFMV
Other Assets BOY	35770	OtherAssetsBOY
Other Assets EOY	128877	OtherAssetsEOY
Other Assets EOYFMV	128877	OtherAssetsEOYFMV
Total Assets BOY	65399478	TotalAssetsBOY
Total Assets EOY	64548864	TotalAssetsEOY
Total Assets EOYFMV	75424265	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	65399478	RetainedEarningsBOY
Retained Earnings EOY	64548864	RetainedEarningsEOY
Total Net Assets BOY	65399478	TotalNetAssetsBOY
Total Net Assets EOY	64548864	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	65399478	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	64548864	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	65399478	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-947835	ExcessOfRevenueOverExpenses
Other Increases	97221	OtherIncreases
Subtotal	64548864	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	64548864	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis
SCH K-1 US COMMODITY INDEX FD 27-1987039	P	-48524	-48524
PUBLICLY TRADED SECURITIES	P	33908	33908	1981351	1947443
PUBLICLY TRADED SECURITIES	P	1290973	1290973	14173696	12882723
COCA-COLA SETTLEMENT	P	29	29	29
SECURITY LITIGATION	P	11	11	11
CAPITAL GAINS DIVIDENDS	P	164127	164127	164127

Field	Value	IRS element (for citing)
Capital Gain Net Income	1440524	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	3518346	QualifyingDistributionsYear1
Noncharitable Assets Year1	75433652	NoncharitableAssetsYear1
Distribution Ratio Year1	0.046642	DistributionRatioYear1
Qualifying Distributions Year2	3233585	QualifyingDistributionsYear2
Noncharitable Assets Year2	70375172	NoncharitableAssetsYear2
Distribution Ratio Year2	0.045948	DistributionRatioYear2
Qualifying Distributions Year3	4206810	QualifyingDistributionsYear3
Noncharitable Assets Year3	64554182	NoncharitableAssetsYear3
Distribution Ratio Year3	0.065167	DistributionRatioYear3
Qualifying Distributions Year4	4933704	QualifyingDistributionsYear4
Noncharitable Assets Year4	86496696	NoncharitableAssetsYear4
Distribution Ratio Year4	0.057039	DistributionRatioYear4
Qualifying Distributions Year5	5229077	QualifyingDistributionsYear5
Noncharitable Assets Year5	103793440	NoncharitableAssetsYear5
Distribution Ratio Year5	0.050380	DistributionRatioYear5
Total Distribution Ratio	0.265176	TotalDistributionRatio
Average Distribution Ratio	0.053035	AverageDistributionRatio
Net Noncharitable Assets	74746776	NetNoncharitableAssets
Adjusted Noncharitable Assets	3964195	AdjustedNoncharitableAssets
One Percent Net Investment Income	32806	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	3997001	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	4189985	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	32806	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	32806	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	32806	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	77678	EstTaxPaymentsAndOverpayment
Total Credits And Payments	77678	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	44872	Overpayment
Amount Credited To Next Year	44872	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	IA	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	KAY HEGARTY	BooksInCareOfPersonName
Books In Care Of Phone Number	3192985333	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	221 3RD AVE SE STE 300	AddressLine1
City	CEDAR RAPIDS	City
State	IA	State
ZIP Code	52401	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	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
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 (4 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
HENRY D WALLACE
221 THIRD AVE SE STE 300	CEDAR RAPIDS	IA	52401	PRESIDENT	5.00	0	0	0
LINDA WALLACE-GRAY
221 THIRD AVE SE STE 300	CEDAR RAPIDS	IA	52401	VP, SECY & TREAS	20.00	0	0	6572
ANGUS GILCHRIST
221 THIRD AVE SE STE 300	CEDAR RAPIDS	IA	52401	DIRECTOR	2.00	0	0	0
ALEX GILCHRIST
221 THIRD AVE SE STE 300	CEDAR RAPIDS	IA	52401	DIRECTOR	2.00	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

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation
MORGAN STANLEY SMITH BARNEY
370 17TH STREET STE 2800	DENVER	CO	80202	INVESTMENT CONSULT'G	182024
EAGLE CAPITAL MANAGEMENT
499 PARK AVENUE	NEW YORK	NY	10022	INVESTMENT MGMT	110299
MCGLADREY LLP
221 3RD AVE SE STE 300	CEDAR RAPIDS	IA	52401	ACCOUNTING	65302

Field	Value	IRS element (for citing)
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	67916602	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	7968450	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	75885052	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	75885052	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1138276	CashDeemedCharitable
Net Noncharitable Assets	74746776	NetNoncharitableAssets
Minimum Investment Return	3737339	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	3737339	MinimumInvestmentReturn
Tax Based On Investment Income	32806	TaxBasedOnInvestmentIncome
Total Tax	32806	TotalTax
Distributable Amount Before Adj	3704533	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	49355	RecoveriesQlfyDistributions
Distributable Amount Before Ded	3753888	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	3753888	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	4189985	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	4189985	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	32806	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	4157179	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	3753888	DistributableAmountAsAdjusted
Undistributed Income Prior Year	2797871	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	4189985	QualifyingDistributions
Applied To Year1	2797871	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1392114	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	0	TaxableAmount2
Undistributed Income CY	2361774	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)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ARCHAEOLOGY SOUTHWEST
300 ASH ALLEY	TUCSON	AZ	85701	NONE	PUBLIC	FOR THE "SALADO IMPACT" PROGRAM	$350,000
ARIZONA STATE UNIVERSITY
PO BOX 876011	TEMPE	AZ	85287	NONE	PUBLIC	RESEARCH OF THE RELATIONS AMONG PREHISPANIC CULTURES IN NORTHWEST MEXICO AND THE AMERICAN SW	$120,000
COMMUNITY HEALTH CENTER INC
631 MAIN ST	MIDDLETOWN	CT	06457	NONE	PUBLIC	MEDICAL RESEARCH IN HEALTH CARE DELIVERY SYSTEMS	$63,424
DELAWARE RIVERKEEPER NETWORK
925 CANAL ST STE 3701	BRISTOL	PA	19007	NONE	PUBLIC	TO MONITOR AND PROTECT THE DELAWARE RIVER FROM GAS DRILLING IMPACTS	$200,000
DUKE UNIVERSITY
2200 W MAIN ST STE 820	DURHAM	NC	27705	NONE	PUBLIC	RESEARCH OF SENSORY PROCESSING DISORDER AND MENTAL HEALTH DISORDERS	$40,000
FAIREWINDS ENERGY EDUCATION CORP
70 S WINOOSKI AVE BOX 289	BURLINGTON	VT	05401	NONE	PUBLIC	EDUCATIONAL OUTREACH TEACHING ABOUT NUCLEAR ENGINEERING, NUCLEAR POWER, AND NUCLEAR SAFETY ISSUES	$120,000
HABITAT FOR HUMANITY TUCSON
621 W LESTER ST	TUCSON	AZ	85705	NONE	PUBLIC	TO PROVIDE SERVICES TO LOW-INCOME HOMEOWNERS	$45,000
HAWK MOUNTAIN SANCTUARY ASSOCIATION
1700 HAWK MOUNTAIN RD	KEMPTON	PA	19529	NONE	PUBLIC	STUDY OF THE MOVEMENT ECOLOGY AND CONSERVATION STATUS OF THE ENDANGERED HOODED VULTURE	$36,500
HAWK MOUNTAIN SANCTUARY ASSOCIATION
1700 HAWK MOUNTAIN RD	KEMPTON	PA	19529	NONE	PUBLIC	STUDY OF THE MOVEMENT ECOLOGY AND CONSERVATION STATUS OF THE TURKEY VULTURE	$33,000
HAWK MOUNTAIN SANCTUARY ASSOCIATION
1700 HAWK MOUNTAIN RD	KEMPTON	PA	19529	NONE	PUBLIC	STUDY OF FLIGHT BEHAVIOR OF BLACK AND TURKEY VULTURES	$10,000
HAWK MOUNTAIN SANCTUARY ASSOCIATION
1700 HAWK MOUNTAIN RD	KEMPTON	PA	19529	NONE	PUBLIC	STUDY OF THE DISPERSAL OF YOUNG KESTRELS AND SPARROWHAWKS	$19,700
HUMANE SOCIETY INTERNATIONAL
700 PROFESSIONAL DRIVE	GAITHERSBURG	MD	20879	NONE	PUBLIC	SPAY/NEUTER OUTREACH IN COSTA RICA	$44,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
3450 KELVIN BLVD	TUCSON	AZ	85716	NONE	PUBLIC	NEW VETERINARY FACILITY/PROVIDE MEDICAL CARE FOR ANIMALS	$100,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
3450 KELVIN BLVD	TUCSON	AZ	85716	NONE	PUBLIC	TREATMENT, REHAB, AND RE-HOMING OF ANIMALS; SPAY/NEUTER SURGERIES; REPLACEMENT CAT HOUSING	$67,000
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER RD	WINDSOR	CT	06095	NONE	PUBLIC	TO FOSTER AND IMPROVE ENVIRONMENTAL STEWARDSHIP AND SUSTAINABILITY WITHIN THE SCHOOL COMMUNITY	$250,000
MASSACHUSETTS AUDUBON SOCIETY
208 S GREAT RD	LINCOLN	MA	01773	NONE	PUBLIC	WILDLIFE CONSERVATION EFFORTS IN BELIZE	$65,000
PRESCOTT COLLEGE
2233 EAST SPEEDWAY	TUCSON	AZ	85719	NONE	PUBLIC	IRONWOOD TREE EXPERIENCE - TO DEVELOP AND IMPLEMENT THE YOUTH ACTION LEADERSHIP PROGRAM	$54,125
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
3 RUTGERS PLAZA	NEW BRUNSWICK	NJ	08901	NONE	PUBLIC	STUDY OF SENSORY PROCESSING DISORDER AMONG INCARCERATED MEN	$10,000
SANTA CRUZ VALLEY HERITAGE ALLIANCE
PO BOX 3445	TUCSON	AZ	85722	NONE	PUBLIC	ORGANIZATIONAL DEVELOPMENT, CAPACITY BUILDING, AND HERITAGE DEVELOPMENT PROGRAMS	$50,000
SCIENTEK-12 INC
3247 N CHRISTMAS AVE	TUCSON	AZ	85716	NONE	PUBLIC	SCIENCE, ENGINEERING, AND TECHNOLOGY EDUCATIONAL OUTREACH TO K-12 STUDENTS IN SOUTHERN ARIZONA	$50,000
SENSORY PROCESSING DISORDER FOUNDATION
5420 S QUEBEC ST STE 135	GREENWOOD VILLAGE	CO	80111	NONE	PUBLIC	RESEARCH RELATED TO SENSORY PROCESSING DISORDER	$66,140
SHARK SAVERS
419 LAFAYETTE ST 2ND FL	NEW YORK	NY	10003	NONE	PUBLIC	COLLECTION OF DATA ON SHARK POPULATIONS AND SHARK CONSERVATION EDUCATION	$100,000
THE NATURE CONSERVANCY
2021 21ST AVE SOUTH STE C400	NASHVILLE	TN	37212	NONE	PUBLIC	CAVE CONSERVATION AND WHITE NOSE SYNDROME RESEARCH IN TENNESSEE	$50,000
THE NATURE CONSERVANCY
212 EAST MARCY STREET SUITE 200	SANTA FE	NM	87501	NONE	PUBLIC	CONSERVATION EFFORTS IN THE JEMEZ MOUNTAINS	$15,000
THE NATURE CONSERVANCY
715 L ST STE 100	ANCHORAGE	AK	99501	NONE	PUBLIC	GENERAL SUPPORT FOR CONSERVATION EFFORTS IN ALASKA	$80,000
THE NATURE CONSERVANCY
7600 N 15TH ST STE 100	PHOENIX	AZ	85020	NONE	PUBLIC	POVERTY ALLEVIATION AND FOREST CONSERVATION IN ECUADOR	$50,000
THE NATURE CONSERVANCY
7600 N 15TH ST STE 100	PHOENIX	AZ	85020	NONE	PUBLIC	TO SUPPORT PARTICIPATION IN THE AMERICORPS PROGRAM	$80,000
THE NATURE CONSERVANCY
7600 N 15TH ST STE 100	PHOENIX	AZ	85020	NONE	PUBLIC	CONSERVATION OF THE BRAZILIAN AMAZON	$50,000
THE NATURE CONSERVANCY
923 NUUANA ST	HONOLULU	HI	96817	NONE	PUBLIC	PROTECTION, RESTORATION, AND MAINTENANCE OF NATIVE HABITAT IN THE WAIKAMOI PRESERVE	$45,000
THE NATURE CONSERVANCY
PO BOX 65	KEENE VALLEY	NY	12943	NONE	PUBLIC	INVASIVE SPECIES CONTROL AND PREVENTION PROJECTS IN THE ADIRONDACK PARK	$170,000
THE SHUMLA SCHOOL INC
117 SANDERSON ST PO BOX 627	COMSTOCK	TX	78837	NONE	PUBLIC	BORDER CANYONLANDS ARCHEOLOGICAL PROJECT	$200,000
TOHONO CHUL PARK
7366 N PASEO DEL NORTE	TUCSON	AZ	85704	NONE	PUBLIC	DEVELOP A DESERT PALM CANYON HABITAT GARDEN AND CONTINUED SUPPORT OF BAT SURVEY RESEARCH	$55,000
TOHONO CHUL PARK
7366 N PASEO DEL NORTE	TUCSON	AZ	85704	NONE	PUBLIC	GARDENS, FACILITIES, AND CONSERVATION EDUCATION INITIATIVES	$75,000
TUCSON BOTANICAL GARDENS
2150 N ALVERNON WAY	TUCSON	AZ	85712	NONE	PUBLIC	EDUCATIONAL PROGRAMS TEACHING ABOUT GARDENING PRACTICES	$45,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARE	CAMBRIDGE	MA	02138	NONE	PUBLIC	RESEARCH AND COMMUNICATION OF ENERGY-WATER-CLIMATE STUDIES	$150,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARE	CAMBRIDGE	MA	02138	NONE	PUBLIC	TO INFORM THE AMERICAN PUBLIC ABOUT NUCLEAR SAFETY	$50,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVE	TUCSON	AZ	85721	NONE	PUBLIC	DESERT LEGUME PROGRAM	$24,500
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVE	TUCSON	AZ	85721	NONE	PUBLIC	PROGRAMS AT TUCSON VILLAGE FARMS	$43,302
UNIVERSITY OF ARIZONA
PO BOX 210185	TUCSON	AZ	85721	NONE	PUBLIC	PUBLICATION OF RESEARCH ON PLANT LIFE	$5,000
UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM ST STE 425 BOX 0897	SAN FRANCISCO	CA	94143	NONE	PUBLIC	RESEARCH OF SENSORY PROCESSING DISORDER AND CREATION OF THE SPD CONSORTIUM	$111,847
UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM ST STE 425 BOX 0897	SAN FRANCISCO	CA	94143	NONE	PUBLIC	RESEARCH OF WHITE MATTER MICROSTRUCTURE AND CONNECTIVITY IN SENSORY PROCESSING DISORDER	$40,000
UNIVERSITY OF IOWA FOUNDATION
600 BLANK HONORS CENTER	IOWA CITY	IA	52242	NONE	PUBLIC	TO FUND A POSITION AT THE BELIN-BLANK CENTER	$30,000
UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL
104 AIRPORT DR STE 2200 CB 1350	CHAPEL HILL	NC	27599	NONE	PUBLIC	INHERIT PROGRAM FOR ARCHAEOLOGICAL RESEARCH AND PRESERVATION OF MAYA CULTURAL HERITAGE	$120,000
UNIVERSITY OF WISCONSIN - MADISON
21 N PARK ST STE 6401	MADISON	WI	53715	NONE	PUBLIC	RESEARCH OF SENSORY OVER-RESPONSIVITY	$40,000
URBANPROMISE MINISTRIES INC
PO BOX 1479	CAMDEN	NJ	08105	NONE	PUBLIC	EXPERIENTIAL LEARNING PROGRAMS FOR INNER CITY YOUTH	$218,900
WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD	WINSTONSALEM	NC	27157	NONE	PUBLIC	RESEARCH OF DEVELOPMENTAL DYSFUNCTIONS IN MULTISENSORY INTEGRATION	$48,810
WILDCOAST
925 SEACOAST DR	IMPERIAL BEACH	CA	91932	NONE	PUBLIC	CONSERVATION OF COASTAL ECOSYSTEMS AND WILDLIFE ON MEXICO'S PACIFIC COASTLINE	$55,000
WILDLIFE ALLIANCE INC
1441 BROADWAY FIFTH FLOOR	NEW YORK	NY	10018	NONE	PUBLIC	FOR CARE NEEDS OF RESCUED WILDLIFE AT PHNOM TAMAO WILDLIFE RESCUE CENTER IN CAMBODIA	$20,000
WILDLIFE ALLIANCE INC
909 THIRD AVE FIFTH FLOOR	NEW YORK	NY	10022	NONE	PUBLIC	WILDLIFE LAW ENFORCEMENT AND RESCUE OPERATION IN SOUTHEAST ASIA	$100,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD	BRONX	NY	10460	NONE	PUBLIC	FOREST AND WILDLIFE PROTECTION IN MADAGASCAR	$200,000
YALE UNIVERSITY
47 COLLEGE ST STE 203	NEW HAVEN	CT	06510	NONE	PUBLIC	RESEARCH OF UNCONVENTIONAL MEDICAL LABORATORY TESTS	$49,673
ZOOLOGICAL SOCIETY OF SAN DIEGO
PO BOX 120551	SAN DIEGO	CA	92112	NONE	PUBLIC	TROPICAL ECOLOGY & MANAGEMENT FIELD COURSE AT COCHA CASHU BIOLOGICAL STATION, MANU NATL PARK, PERU	$25,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	4140921	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,261,171	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,440,524	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$3,701,695	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	3701695	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	ERIC GILCHRIST CHARITABLE REMAINDER	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1919 DOUGLAS ST 2ND FL MAC N8000-00	AddressLine1
City	OMAHA	City
State	NE	State
ZIP Code	681021317	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	7587	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$65,302	Amount
Net Investment Income	22810	NetInvestmentIncome
Disbursements Charitable Prps	42492	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CORPORATE FIXED INCOME - STONEBRIDGE	NameOfBond
EOY Book Value	2977143	EOYBookValue
EOYFMV	3156213	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
COMMON STOCKS - EAGLE CAP MGMT	9366946	13063939
PREFERRED STOCKS - STONEBRIDGE	1411543	1457593
COMMON STOCKS - SB ADVISOR 1988D	11921861	13807680
COMMON STOCKS - THORNBURG 1985D	4635777	5486846
COMMON STOCKS - POLEN CAPITAL MGMT	6339145	7975455
COMMON STOCKS - FMA	1000000	1032500

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MUTUAL FUNDS - SB ADVISOR 1988D	AT COST	21987204	24484529
MUTUAL FUNDS - WELLS FARGO	AT COST	280607	330872

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DIVIDEND RECEIVABLE	Description
BOY Book Value	35770	BOYBookValue
EOY Book Value	128877	EOYBookValue
EOYFMV	128877	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK SERVICE CHARGES	80	80	0
ADR FEES	5693	5693	0
GRANT MAKING EXPENSE	6572	0	6572

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
BOOK/TAX DIFFERENCE SCH K-1 - US COMMODITY INDEX FUND LP 27-1987039	$47,866
RETURN OF PRIOR YEAR GRANTS	$49,355

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
SB INVEST CONSULTING FEES	$182,024	182024	0
INVESTMENT MANAGEMENT FEES	$188,584	188584	0

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES	$21,941	21941	0
EXCISE TAXES	$46,000	0	0

THE WALLACE RESEARCH 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 (6 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 (4 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (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 (52 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

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 (6 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments