POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-31
- IRS object ID
- 201222149349100512
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-31T12:08:42-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526037555 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | POSN | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James R Posner | Name |
| Title | President | Title |
| Date Signed | 2012-04-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-04-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3508829 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 360812 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 81 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 81 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 115651 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 115651 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 417782 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1233271 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 414507 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1024 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 895350 | TotalRevenueAndExpenses |
| Total Net Investment Income | 530239 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 15000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2215 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2215 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 956 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 356 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 14795 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 14795 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20294 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 70 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 20224 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 53385 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2641 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 50144 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 190120 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 190120 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 243505 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2641 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 240264 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 651845 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 527598 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 330451 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 195787 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 195787 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 500000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 400000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 500000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 500000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 1564408 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2285925 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2737856 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 115026 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 80018 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 75186 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2409885 | TotalAssetsBOY |
| Total Assets EOY | 3061730 | TotalAssetsEOY |
| Total Assets EOYFMV | 3508829 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2409885 | RetainedEarningsBOY |
| Retained Earnings EOY | 3061730 | RetainedEarningsEOY |
| Total Net Assets BOY | 2409885 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3061730 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2409885 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3061730 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2409885 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 651845 | ExcessOfRevenueOverExpenses |
| Subtotal | 3061730 | Subtotal |
| Total Net Assets Fund Balances EOY | 3061730 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 1233271 | GrossSalesPrice |
| Cost Or Other Basis | 818764 | CostOrOtherBasis |
| Gain Or Loss | 414507 | GainOrLoss |
| Gains Minus Excess Or Losses | 414507 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 414507 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 199190 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2939492 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.067763 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 159880 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2172823 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.073582 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 119393 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2001152 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.059662 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 114100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2315651 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.049273 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 122662 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2066451 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.059359 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.309639 | TotalDistributionRatio |
| Average Distribution Ratio | 000.061928 | AverageDistributionRatio |
| Net Noncharitable Assets | 3412766 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 211346 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5276 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 216622 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 240264 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5276 | InvestmentIncomeExciseTax |
| Subtotal | 5276 | Subtotal |
| Tax Based On Investment Income | 5276 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1523 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3753 | TaxPaidWithExtension |
| Total Credits And Payments | 5276 | TotalCreditsAndPayments |
| Tax Paid Original Return | 5276 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Suzanne M Cohen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Diana Erbsen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| James R Posner | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | President / Trustee | 001.00 | 15000 |
| Lawrence D Posner | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Nicholas Posner | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Jill Prosky | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Elisabeth Posner Schouten | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Rachel C Smith | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Secretary / Trustee | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2677482 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 349173 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 438082 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3464737 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3464737 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51971 | CashDeemedCharitable |
| Net Noncharitable Assets | 3412766 | NetNoncharitableAssets |
| Minimum Investment Return | 170638 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 170638 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5276 | TaxBasedOnInvestmentIncome |
| Total Tax | 5276 | TotalTax |
| Distributable Amount Before Adj | 165362 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 165362 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 165362 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 240264 | ExpensesAndContributions |
| Qualifying Distributions | 240264 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5276 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 234988 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 165362 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 21827 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 754 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 18157 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 52519 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 53969 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 147226 | TotalExcessDistriCarryover |
| Qualifying Distributions | 240264 | QualifyingDistributions |
| Applied To Current Year | 165362 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 74902 | RemainingDistriFromCorpus |
| Total Corpus | 222128 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 21827 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 200301 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 754 | ExcessFromYear4 |
| Excess From Year3 | 18157 | ExcessFromYear3 |
| Excess From Year2 | 52519 | ExcessFromYear2 |
| Excess From Year1 | 53969 | ExcessFromYear1 |
| Excess From Current Year | 74902 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (219 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 13 PLAYWRIGHTS | |||||||
| 195 WILLOUGHBY AVE 402 | BROOKLYN | NY | 11205 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| 501CTECH INC | |||||||
| 2001 S ST NW STE 630 | WASHINGTON | DC | 20009 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| 826 SEATTLE | |||||||
| 8414 GREENWOOD AVE N | SEATTLE | WA | 98103 | N/A | 509(a)(1) | General Unrestricted | $250 |
| A MORE PERFECT UNION INC | |||||||
| 1270 5TH AVE | NEW YORK | NY | 10029 | N/A | 509(a)(1) | General Unrestricted | $200 |
| ABRAHAM FUND INC | |||||||
| 9 E 45TH ST FL 7 | NEW YORK | NY | 10017 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 42 W 38TH ST | NEW YORK | NY | 10018 | N/A | 509(a)(1) | Charitable Event | $1,000 |
| ACTION WITHOUT BORDERS INC | |||||||
| 302 5TH AVE FL 11 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| ACTORS COMPANY THEATRE INC | |||||||
| 900 BROADWAY STE 905 | NEW YORK | NY | 10003 | N/A | 509(a)(1) | General Unrestricted | $200 |
| AMERICAN JEWISH JOINT DIST COMMITT | |||||||
| 711 3RD AVE | NEW YORK | NY | 10017 | N/A | 509(a)(1) | Support Activities of the Taub Center in Jerusalem | $2,500 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | 509(a)(1) | Support of AJWS | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2020 E W HWY | SILVER SPRING | MD | 20910 | N/A | 509(a)(1) | General Unrestricted | $500 |
| AMERICAN SOCIETY FOR MUSLIM ADVANCE | |||||||
| 475 RIVERSIDE DR STE 248 | NEW YORK | NY | 10115 | N/A | 509(a)(1) | General Unrestricted | $250 |
| AMERICAN SOCIETY FOR THE PREVENTION | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | 509(a)(1) | General Unrestricted | $500 |
| AMHERST COLLEGE TRUSTEES | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | 509(a)(1) | General Unrestricted | $800 |
| AMNESTY INTERNATIONAL OF THE USA IN | |||||||
| 5 PENN PLZ FL 16 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $250 |
| ART WITH HEART | |||||||
| PO BOX 94402 | SEATTLE | WA | 98124 | N/A | 509(a)(1) | General Unrestricted | $250 |
| ARTIST TRUST | |||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | N/A | 509(a)(1) | General Unrestricted | $250 |
| ASHOKA | |||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | 509(a)(1) | Support of Ashoka Programs in Israel Central America | $5,000 |
| ASSOCIATION FOR RELIGION AND INTELL | |||||||
| 475 RIVERSIDE DR STE 1945 | NEW YORK | NY | 10115 | N/A | 509(a)(1) | General Unrestricted | $400 |
| ATLANTA COMMUNITY TOOLBANK INC | |||||||
| 55 ORMOND ST SE | ATLANTA | GA | 30315 | N/A | 509(a)(1) | General Unrestricted | $300 |
| ATLANTA LEGAL AID SOCIETY INC | |||||||
| 151 SPRING ST NW | ATLANTA | GA | 30303 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| ATLANTIC COMMUNITY THRIFT SHOP RT 2 | |||||||
| PO BOX 1520 | OCEAN VIEW | DE | 19970 | N/A | 509(a)(2) | Support the ACT Thrift Store | $400 |
| BALD RIDGE LODGE INC | |||||||
| 112 N MAIN ST | CUMMING | GA | 30040 | N/A | 509(a)(1) | General Unrestricted | $500 |
| BALLET HISPANICO OF NEW YORK | |||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| BAY AREA LEGAL AID | |||||||
| 1735 TELEGRAPH AVE | OAKLAND | CA | 94612 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| BEEBE MEDICAL CENTER INC | |||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | 509(a)(1) | General Unrestricted | $400 |
| BETHESDA CHEVY CHASE RESCUE SQUAD I | |||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | N/A | 509(a)(1) | General Unrestricted | $400 |
| BRAIN INJURY ASSOCIATION OF MARYLAN | |||||||
| 2200 KERNAN DR RM T810 KERNAN HOSPI | BALTIMORE | MD | 21207 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| BREAD FOR THE CITY INC | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 645 TAYLOR ST NE | WASHINGTON | DC | 20017 | N/A | 509(a)(1) | General Unrestricted | $2,500 |
| CARINGBRIDGE | |||||||
| 1715 YANKEE DOODLE RD STE 301 | EAGAN | MN | 55121 | N/A | 509(a)(1) | General Unrestricted | $250 |
| CASA FOR CHILDREN OF THE DISTRICT O | |||||||
| 515 M ST SE BLDG 74 STE | WASHINGTON | DC | 20003 | N/A | 509(a)(1) | General Unrestricted | $500 |
| CATHEDRAL CHURCH OF ST JOHN THE DIV | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | 509(a)(1) | Feast of St Francis Program | $400 |
| CENTRE FOR DEVELOPMENT AND POPULATI | |||||||
| 1120 20TH ST NW STE 720 | WASHINGTON | DC | 20036 | N/A | 509(a)(1) | General Unrestricted | $400 |
| CENTRUM FOUNDATION | |||||||
| PO BOX 1158 | PORT TOWNSEND | WA | 98368 | N/A | 509(a)(1) | General Unrestricted | $250 |
| CHABAD OF RANCHO MIRAGE-THE TORAH O | |||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | 509(a)(1) | General Unrestricted | $360 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | 509(a)(1) | General Unrestricted | $500 |
| CHICAGO DRAMATISTS | |||||||
| 1105 W CHICAGO AVE | CHICAGO | IL | 60642 | N/A | 509(a)(2) | General Unrestricted | $250 |
| CHILDHOOD BRAIN TUMOR FOUNDATION | |||||||
| 20312 WATKINS MEADOW DR | GERMANTOWN | MD | 20876 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| CHILDRENS HOSPITAL | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| CITY HARVEST INC | |||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| CITY OF DREAMS | |||||||
| PO BOX 77007 | SAN FRANCISCO | CA | 94107 | N/A | 509(a)(1) | General Unrestricted | $250 |
| COMMITTEE TO PROTECT JOURNALISTS IN | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $250 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | 509(a)(2) | General Unrestricted | $300 |
| CONGREGATION BNAI JESHURUN | |||||||
| 2109 BROADWAY STE 203 | NEW YORK | NY | 10023 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| CORBINDANCES INC | |||||||
| 15538 79TH ST FL 2 | HOWARD BEACH | NY | 11414 | N/A | 509(a)(1) | General Unrestricted | $500 |
| COURT APPOINTED SPECIAL ADVOCATES I | |||||||
| 50 BROADWAY FL 31 | NEW YORK | NY | 10004 | N/A | 509(a)(1) | General Unrestricted | $500 |
| COVENANT HOUSE WASHINGTON DC | |||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| DAWN - DOMESTIC ABUSE WOMENS NETWOR | |||||||
| PO BOX 88007 | TUKWILA | WA | 98138 | N/A | 509(a)(1) | General Unrestricted | $350 |
| DEUTSCHE BANK MICROCREDIT DEVELOPME | |||||||
| 60 WALL ST MSNYC 60-21 | NEW YORK | NY | 10005 | N/A | 509(a)(1) | Support of High Impact Microfinance Projects | $1,000 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | 509(a)(1) | General Unrestricted | $400 |
| DISTRICT OF COLUMBIA JEWISH COMMUNI | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | 509(a)(2) | Summer Camping Programs | $1,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | 509(a)(1) | Support work with Major Hospital Systems | $5,000 |
| DOE FUND INC | |||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | N/A | 509(a)(1) | General Unrestricted | $400 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | 509(a)(1) | General Unrestricted | $3,000 |
| DRISHA INSTITUTE FOR JEWISH EDUCATI | |||||||
| 37 W 65TH ST FL 5 | NEW YORK | NY | 10023 | N/A | 509(a)(1) | General Unrestricted | $200 |
| EAST CAROLINA UNIVERSITY FOUNDATION | |||||||
| 2200 S CHARLES BLVD STE 1100 | GREENVILLE | NC | 27858 | N/A | 509(a)(1) | General Unrestricted | $250 |
| ECHO HILL CAMPERSHIP FUND | |||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | 509(a)(1) | General Unrestricted | $250 |
| FINCA INTERNATIONAL INC | |||||||
| 1101 14TH ST NW FL 11 | WASHINGTON | DC | 20005 | N/A | 509(a)(1) | Support of Programs in Latin America- Foster Career Growth Among Loan Officers | $1,000 |
| FLORENCE CRITTENTON SERVICES | |||||||
| 840 BRODERICK ST | SAN FRANCISCO | CA | 94115 | N/A | 509(a)(1) | General Unrestricted | $250 |
| FORSYTH COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 337 | CUMMING | GA | 30028 | N/A | 509(a)(2) | General Unrestricted | $400 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE FRNT 2 | NEW YORK | NY | 10003 | N/A | 509(a)(1) | General Unrestricted | $2,500 |
| FOUNDATION FOR CONSERVATIVE MASORTI | |||||||
| 475 RIVERSIDE DR STE 832 | NEW YORK | NY | 10115 | N/A | 509(a)(1) | General Unrestricted | $300 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | 509(a)(1) | General Unrestricted | $500 |
| FRIENDS OF THE ARAVA INSTITUTE LTD | |||||||
| 179 BOYLSTON ST BLDG P 3R | JAMAICA PLAINS | MA | 02130 | N/A | 509(a)(2) | General Unrestricted | $500 |
| FRIENDS OF THE SOUTH COASTAL LIBRAR | |||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | 509(a)(1) | General Unrestricted | $500 |
| FRIENDS OF TONY INC | |||||||
| 1595 PEACHTREE PKWY STE 204 PMB 353 | CUMMING | GA | 30041 | N/A | 509(a)(1) | General Unrestricted | $400 |
| GEORGETOWN LOMBARDI COMPREHENSIVE C | |||||||
| 3300 WHITEHAVEN ST NW STE 4000 | WASHINGTON | DC | 20007 | N/A | 509(a)(1) | General Unrestricted | $2,500 |
| GEORGIA LEGAL SERVICES PROGRAM INC | |||||||
| 104 MARIETTA ST | ATLANTA | GA | 30303 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| GIRLS INCORPORATED OF NEW YORK CITY | |||||||
| 64 BEAVER ST STE 121 | NEW YORK | NY | 10004 | N/A | 509(a)(1) | Career Development Activities | $1,000 |
| GLSEN INC | |||||||
| 90 BROAD ST 2ND FL | NEW YORK | NY | 10004 | N/A | 509(a)(1) | General Unrestricted | $100 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 509(a)(1) | General Unrestricted | $750 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | N/A | 509(a)(1) | General Unrestricted | $300 |
| GRANTMAKERS IN THE ARTS | |||||||
| 4055 21ST AVE W STE 100 | SEATTLE | WA | 98199 | N/A | 509(a)(1) | General Unrestricted | $500 |
| GREATER WASHINGTON EDUCATIONAL TELE | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | 509(a)(1) | General Unrestricted | $3,500 |
| HADASSAH THE WOMENS ZIONIST ORGANIZ | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | 509(a)(1) | Young Judaea Division | $2,000 |
| HADASSAH THE WOMENS ZIONIST ORGANIZ | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | 509(a)(1) | General Operating Support of HWZOA | $1,000 |
| HADASSAH THE WOMENS ZIONIST ORGANIZ | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | 509(a)(1) | Hadassah College Jerusalem | $2,000 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | General Unrestricted | $400 |
| HAZON INC | |||||||
| 125 MAIDEN LN RM 8B | NEW YORK | NY | 10038 | N/A | 509(a)(1) | General Operating Support for StorahTelling | $1,500 |
| HENRY GALLERY ASSOCIATION INC | |||||||
| PO BOX 351410 | SEATTLE | WA | 98195 | N/A | 509(a)(1) | General Unrestricted | $250 |
| HOLLINS UNIVERSITY CORPORATION | |||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | 509(a)(1) | General Unrestricted | $400 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | 509(a)(1) | General Unrestricted | $250 |
| I EARN INC | |||||||
| 475 RIVERSIDE DR 450 | NEW YORK | NY | 10115 | N/A | 509(a)(1) | General Unrestricted | $600 |
| INDEPENDENCE NOW INC | |||||||
| 12301 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | N/A | 509(a)(1) | General Unrestricted | $200 |
| INTERNATIONAL KEYBOARD INSTITUTE AN | |||||||
| 320 RIVERSIDE DR | NEW YORK | NY | 10025 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | 509(a)(1) | Relief Efforts in Northern Japan - Earthquake and Tsunami | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | 509(a)(1) | Supplemental Grant for 2011 | $5,000 |
| INTERNATIONAL SEPHARDIC EDUCATION F | |||||||
| 135 W 29TH ST RM 303 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $200 |
| IONA SENIOR SERVICES | |||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| JEWISH COMMUNITY CENTER OF GREATER | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | 509(a)(2) | General Unrestricted | $400 |
| JEWISH COUNCIL FOR THE AGING OF GRE | |||||||
| 12320 PARKLAWN DR | ROCKVILLE | MD | 20852 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| JEWISH FUNDS FOR JUSTICE INC | |||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| JEWISH ORTHODOX FEMINIST ALLIANCE I | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $300 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 200 WOOD HILL RD | ROCKVILLE | MD | 20850 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| JEWISH WOMEN'S ARCHIVE INC | |||||||
| ONE HARVARD ST | BROOKLINE | MA | 02446 | N/A | 509(a)(1) | General Unrestricted | $250 |
| JOHNS CREEK UNITED METHODIST CHURCH | |||||||
| 11180 MEDLOCK BRIDGE RD | JOHNS CREEK | GA | 30097 | N/A | 509(a)(1) | General Unrestricted | $500 |
| JOSE LIMON DANCE FOUNDATION | |||||||
| 307 W 38TH ST RM 1105 | NEW YORK | NY | 10018 | N/A | 509(a)(2) | General Unrestricted | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATI | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | 509(a)(1) | General Unrestricted | $300 |
| KCTS TELEVISION | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | N/A | 509(a)(1) | General Unrestricted | $250 |
| LAMBERT HIGH SCHOOL | |||||||
| 805 NICHOLS RD | SUWANEE | GA | 30024 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| LANDESA | |||||||
| 1424 4TH AVE STE 300 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| LANDESA | |||||||
| 1424 4TH AVE STE 300 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $500 |
| LEGAL AID FOR WASHINGTON FUND | |||||||
| 1325 4TH AVE STE 1335 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| LEGAL AID SOCIETY | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| LEGAL AID SOCIETY OF THE DISTRICT O | |||||||
| 1331 H ST NW | WASHINGTON | DC | 20005 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM ST | SEATTLE | WA | 98144 | N/A | 509(a)(2) | General Unrestricted | $250 |
| LOUISIANA ASSISTIVE TECHNOLOGY ACCE | |||||||
| PO BOX 14115 | BATON ROUGE | LA | 70898 | N/A | 509(a)(1) | General Unrestricted | $300 |
| LUBUTO LIBRARY PROJECT INC | |||||||
| 5505 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | 509(a)(1) | General Unrestricted | $400 |
| LUCILE PACKARD FOUNDATION FOR CHILD | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | 509(a)(1) | General Unrestricted | $400 |
| MANNA INC | |||||||
| 828 EVARTS ST NE | WASHINGTON | DC | 20018 | N/A | 509(a)(1) | General Unrestricted | $1,400 |
| MARKET FOUNDATION | |||||||
| 85 PIKE ST STE 500 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| MARKET FOUNDATION | |||||||
| 85 PIKE ST STE 500 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $500 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | 509(a)(1) | General Unrestricted | $500 |
| MAZON INC A JEWISH RESPONSE TO HUNG | |||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | N/A | 509(a)(1) | General Unrestricted | $3,500 |
| MIRROR STAGE | |||||||
| 2212 QUEEN ANNE AVE N 294 | SEATTLE | WA | 98109 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| MIRROR STAGE | |||||||
| 2212 QUEEN ANNE AVE N 294 | SEATTLE | WA | 98109 | N/A | 509(a)(1) | General Unrestricted | $500 |
| MONTGOMERY HOSPICE INC | |||||||
| 1355 PICCARD DR STE 100 | ROCKVILLE | MD | 20850 | N/A | 509(a)(1) | General Unrestricted | $400 |
| MOVING TRADITIONS | |||||||
| 115 W AVE STE 102 | JENKINTOWN | PA | 19046 | N/A | 509(a)(2) | General Unrestricted | $360 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | 509(a)(1) | General Unrestricted | $250 |
| MY NEW RED SHOES | |||||||
| 111 ANZA BLVD | BURLINGAME | CA | 94010 | N/A | 509(a)(1) | General Unrestricted | $400 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 10016 FOOTHILLS BLVD STE 130 | ROSEVILLE | CA | 95747 | N/A | 509(a)(1) | General Unrestricted | $250 |
| NAKED ANGELS LTD | |||||||
| 191 7TH AVE STE 2-S | NEW YORK | NY | 10011 | N/A | 509(a)(1) | General Unrestricted | $400 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 390412 | CAMBRIDGE | MA | 02139 | N/A | 509(a)(1) | General Unrestricted | $400 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | 509(a)(1) | General Unrestricted | $400 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | 509(a)(1) | General Unrestricted | $250 |
| NEW ISRAEL FUND | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | 509(a)(1) | NIF programs, General Operations | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | 509(a)(1) | General Unrestricted | $300 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST FL 10 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | Million Trees Project | $1,250 |
| NEW YORK THEOLOGICAL SEMINARY | |||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | 509(a)(1) | Support of Programs Relating to Incarcerated Prisoners and Re-entry to the Community. | $2,500 |
| NEW YORK UNIVERSITY | |||||||
| 726 BROADWAY 2ND FL RM 238 | NEW YORK | NY | 10003 | N/A | 509(a)(1) | General Unrestricted | $400 |
| NORTH STAR FUND INC | |||||||
| 520 8TH AVE RM 2203 | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| NORTHEASTERN UNIVERSITY SCHOOL OF L | |||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | 509(a)(1) | Cooperative Income Sharing Program | $1,500 |
| NORTHWEST HARVEST E M M | |||||||
| 711 CHERRY ST | SEATTLE | WA | 98104 | N/A | 509(a)(1) | General Unrestricted | $400 |
| NPOWER NORTHWEST | |||||||
| 403 23RD AVE S | SEATTLE | WA | 98144 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| NPOWER NORTHWEST | |||||||
| 403 23RD AVE S | SEATTLE | WA | 98144 | N/A | 509(a)(1) | General Unrestricted | $500 |
| NPOWER NY INC | |||||||
| 3 METRO TECH CENTER | BROOKLYN | NY | 11201 | N/A | 509(a)(1) | Support of Career Path Training in Small Mid-size NGOs | $1,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVE STE 607 | NEW YORK | NY | 10017 | N/A | 509(a)(1) | ICCI - Inter-religious Coordinating Council in Israel | $1,000 |
| PACIFIC LUTHERAN UNIVERSITY KPLU R | |||||||
| 2601 4TH AVE STE 150 | SEATTLE | WA | 98121 | N/A | 509(a)(1) | General Unrestricted | $250 |
| PARENTS OF PS 9 INC | |||||||
| 100 W 84TH PS 9 INC | NEW YORK | NY | 10024 | N/A | 509(a)(1) | Provide Part-time Librarian Services During School Days | $2,500 |
| PENINSULA HUMANE SOCIETY SPCA | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | N/A | 509(a)(2) | General Unrestricted | $250 |
| PHILLIPS BROOK HOUSE ASSOCIATION IN | |||||||
| HARVARD YARD | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | General Unrestricted | $300 |
| PLANNED PARENTHOOD ASSOCIATION OF M | |||||||
| 1108 16TH ST NW | WASHINGTON | DC | 20036 | N/A | 509(a)(2) | General Unrestricted | $400 |
| PLANNED PARENTHOOD OF THE GREAT NOR | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | 509(a)(2) | General Unrestricted | $400 |
| PRINCETON UNIVERSITY - ANNUAL GIVIN | |||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | 509(a)(1) | Annual Giving campaign for 2011-12 | $800 |
| PROJECT ENTERPRISE | |||||||
| 144 W 125TH ST FL 4 | NEW YORK | NY | 10027 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| QUEEN ANNE HELPLINE INC | |||||||
| 311 W MCGRAW | SEATTLE | WA | 98119 | N/A | 509(a)(1) | General Unrestricted | $400 |
| RACHAELS WOMENS CENTER | |||||||
| 1222 11TH ST NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| RADIO BILINGUE INC | |||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| RECONSTRUCTIONIST RABBINICAL COLLEG | |||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | 509(a)(1) | General Unrestricted | $500 |
| RESOURCE AREA FOR TEACHING | |||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | 509(a)(1) | General Unrestricted | $250 |
| RICHARD HUGO HOUSE | |||||||
| 1634 11TH AVE | SEATTLE | WA | 98122 | N/A | 509(a)(1) | General Unrestricted | $250 |
| RIVERSIDE PARK FUND INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | 509(a)(1) | General Unrestricted | $500 |
| ROBERT J GIARD JR MEMORIAL FUND INC | |||||||
| 555 5TH AVE | NEW YORK | NY | 10017 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| ROBERT W WOODRUFF ARTS CENTER INC | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | 509(a)(1) | General Unrestricted | $500 |
| ROMAN CATHOLIC CHURCH OF THE ASCENS | |||||||
| 221 W 107TH ST | NEW YORK | NY | 10025 | N/A | 509(a)(1) | General Unrestricted | $750 |
| SALISBURY STATE UNIVERSITY FOUNDATI | |||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | N/A | 509(a)(1) | DelMarVa Public Radio Division | $400 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | 509(a)(1) | General Unrestricted | $400 |
| SAN MATEO COUNTY COMMUNITY COLLEGES | |||||||
| 3401 CSM DR | SAN MATEO | CA | 94402 | N/A | 509(a)(1) | General Unrestricted | $250 |
| SARAH LAWRENCE COLLEGE | |||||||
| ONE MEADWAY | BRONXVILLE | NY | 10708 | N/A | 509(a)(1) | General Unrestricted | $400 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | N/A | 509(a)(1) | General Unrestricted | $400 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $200 |
| SEATTLE ARTS AND LECTURES INC | |||||||
| 105 MAIN ST STE 201 | SEATTLE | WA | 98104 | N/A | 509(a)(2) | General Unrestricted | $250 |
| SEATTLE EDUCATION ACCESS | |||||||
| 6920 ROOSEVELT WAY NE | SEATTLE | WA | 98115 | N/A | 509(a)(1) | General Unrestricted | $200 |
| SEATTLE SCENIC STUDIOS | |||||||
| PO BOX 46313 | SEATTLE | WA | 98146 | N/A | 509(a)(1) | General Unrestricted | $400 |
| SEATTLE UNIVERSITY FOUNDATION | |||||||
| 901 12TH AVE PO BOX 222000 | SEATTLE | WA | 98122 | N/A | 509(a)(1) | Institute of Public Serice, MNPL Program | $250 |
| SEATTLE YOUTH SYMPHONY ORCHESTRA | |||||||
| 11065 5TH AVE NE STE A | SEATTLE | WA | 98125 | N/A | 509(a)(2) | General Unrestricted | $250 |
| SECOND HARVEST FOOD BANK OF SANTA C | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | N/A | 509(a)(1) | General Unrestricted | $500 |
| SHAKESPEARE THEATRE | |||||||
| 516 8TH ST SE | WASHINGTON | DC | 20003 | N/A | 509(a)(2) | General Unrestricted | $250 |
| SHELTER NETWORK | |||||||
| 1450 CHAPIN AVE FL 2 | BURLINGAME | CA | 94010 | N/A | 509(a)(1) | General Unrestricted | $250 |
| SHMA INSTITUTE | |||||||
| 1 GOJO PLZ STE 350 | AKRON | OH | 44311 | N/A | 509(a)(1) | General Unrestricted | $200 |
| SHUNPIKE ARTS COLLECTIVE | |||||||
| 3518 FREMONT AVE N 118 | SEATTLE | WA | 98103 | N/A | 509(a)(1) | General Unrestricted | $350 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| SMITHSONIAN INSTITUTION OFFICE OF T | |||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 20560 | N/A | 509(a)(1) | General Unrestricted | $400 |
| SOME INC | |||||||
| 60 O ST NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | N/A | 509(a)(1) | General Unrestricted | $250 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE | MOROVIA | CA | 91016 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| STREET GRACE INC | |||||||
| 607 PEACHTREE ST NE | ATLANTA | GA | 30308 | N/A | 509(a)(1) | General Unrestricted | $250 |
| STUDIO THEATRE INC | |||||||
| 1501 14TH ST NW | WASHINGTON | DC | 20005 | N/A | 509(a)(1) | General Unrestricted | $250 |
| SUPER LEADERS INCORPORATED | |||||||
| 2127 G ST NW STE 303 | WASHINGTON | DC | 20052 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| SUPPORT CENTER FOR NONPROFIT MANAGE | |||||||
| 305 7TH AVE 11TH FLR | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| SUSAN G KOMEN BREAST CANCER FOUNDAT | |||||||
| 4840 ROSWELL RD BLDG D | ATLANTA | GA | 30342 | N/A | 509(a)(1) | General Unrestricted | $400 |
| SYNCHRONICITY PERFORMANCE GROUP | |||||||
| PO BOX 6012 | ATLANTA | GA | 31107 | N/A | 509(a)(1) | General Unrestricted | $500 |
| TECHBRIDGE INC | |||||||
| 1100 JOHNSON FERRY RD NE STE 670 | ATLANTA | GA | 30342 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| THE AMERICAN VISIONARY ART MUSEUM I | |||||||
| 800 KEY HWY | BALTIMORE | MD | 21230 | N/A | 509(a)(1) | General Unrestricted | $400 |
| THE INTERNATIONAL ALLIANCE FOR WOME | |||||||
| 1760 OLD MEADOW RD STE 500 | MCLEAN | VA | 22102 | N/A | 509(a)(2) | To be used for Micro Finance | $400 |
| THE JEWISH COMMUNITY CENTER IN MANH | |||||||
| 334 AMSTERDAM AVE AT 76TH ST | NEW YORK | NY | 10023 | N/A | 509(a)(1) | General Unrestricted | $300 |
| THE JEWISH FEDERATION OF GREATER WA | |||||||
| 6101 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | 509(a)(1) | General Unrestricted | $250 |
| THE SCHECHTER INSTITUTES INC | |||||||
| 2300 COMPUTER AVE | WILLOW GROVE | PA | 19090 | N/A | 509(a)(1) | General Unrestricted | $400 |
| THE SHEPHERDS TABLE INC | |||||||
| 8210 COLONIAL LN STE A | SILVER SPRING | MD | 20910 | N/A | 509(a)(1) | General Unrestricted | $500 |
| THE SPORT OF GIVING INC | |||||||
| 680 TRINITY PL | SUWANEE | GA | 30024 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| THEATRE PUGET SOUND | |||||||
| PO BOX 19643 | SEATTLE | WA | 98109 | N/A | 509(a)(1) | General Unrestricted | $400 |
| THROUGH THE KITCHEN DOOR INTERNATIO | |||||||
| 3305 PAULINE DR | CHEVY CHASE | MD | 20815 | N/A | 509(a)(1) | General Unrestricted | $400 |
| THUNDERBIRD SCHOOL OF GLOBAL MANAGE | |||||||
| 1 GLOBAL PL | GLENDALE | AZ | 85306 | N/A | 509(a)(1) | General Unrestricted | $250 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | 509(a)(1) | General Unrestricted | $400 |
| TRUSTEES OF THE CORCORAN GALLERY OF | |||||||
| 510 17TH ST NW | WASHINGTON | DC | 20006 | N/A | 509(a)(1) | General Unrestricted | $300 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 33 ELM ST | NORTHAMPTON | MA | 01063 | N/A | 509(a)(1) | General Unrestricted | $800 |
| UNITED JEWISH APPEAL FED OF JEWISH | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| UNITED WAY OF FORSYTH COUNTY INC | |||||||
| PO BOX 1350 | CUMMING | GA | 30028 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| UNITED WAY OF THE NATIONAL CAPITAL | |||||||
| 8391 OLD COURTHOUSE RD STE 200 | VIENNA | VA | 22182 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATIO | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | N/A | 509(a)(1) | General Unrestricted | $250 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | N/A | 509(a)(1) | General Unrestricted | $250 |
| WAMU 885 - AMERICAN UNIVERSITY RAD | |||||||
| 4000 BRANDYWINE ST NW | WASHINGTON | DC | 20016 | N/A | 509(a)(1) | General Unrestricted | $500 |
| WASHINGTON AREA WOMENS FOUNDATION I | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| WASHINGTON HEBREW CONGREGATION | |||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 20016 | N/A | 509(a)(1) | General Unrestricted | $500 |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| WEST SIDE CENTER FOR COMMUNITY LIFE | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | 509(a)(1) | General Unrestricted | $400 |
| WEST SIDE HATZOLOH | |||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | N/A | 509(a)(1) | General Unrestricted | $400 |
| WESTERN WASHINGTON UNIVERSITY FOUND | |||||||
| 516 HIGH ST | BELLINGHAM | WA | 98225 | N/A | 509(a)(1) | Theatre Arts Department | $400 |
| WOMENS FUNDING ALLIANCE | |||||||
| 500 UNION ST STE 1000 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| WOODLAND SCHOOL | |||||||
| 360 LA CUESTA DR | PORTOLA VALLY | CA | 94028 | N/A | 509(a)(1) | General Unrestricted | $400 |
| WOOLLY MAMMOTH THEATRE CO | |||||||
| 641 D ST NW | WASHINGTON | DC | 20004 | N/A | 509(a)(2) | General Unrestricted | $500 |
| YEMAYA CORPORATION | |||||||
| 18 BLEECKER ST | NEW YORK | NY | 10012 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| YOUTH THEATER NORTHWEST | |||||||
| PO BOX 296 | MERCER ISLAND | WA | 98040 | N/A | 509(a)(2) | General Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 190120 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $81 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $115,651 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $417,782 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Tax Refund | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $1,024 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,538 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 534538 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 0001 | ContributorNumber |
| Contributor Name Individual | Estate of Irving Wallace - James R | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 1585 Cathedral Station | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 360812 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CALVERT SOC INV NT - 3.000 - 12/31/2012 13161ELD7 2000000.00% | 20007 | 20000 |
| CALVERT SOCIAL INV FNDTN 3.0 12/31/11 13161EQA8 3000000.00% | 30007 | 30001 |
| GMAC SMARTNOTES - 7.000 - 06/15/2022 37042GZE9 2000000.00% | 20000 | 16879 |
| GMAC SMARTNOTES - 7.000 - 11/15/2024 3704A0TN2 1000000.00% | 10004 | 8306 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (91 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000 shares of ABBOTT LABS ABT | 51885 | 56230 |
| 6121 shares of ALLIANCEBERN EQUITY INCOME ADV AUIYX | 128161 | 131917 |
| 15596 shares of ALLIANCEBERN GLOBAL BOND ADV ANAYX | 132153 | 130072 |
| 609 shares of ALLIANCEBERN GLOBAL THEMATIC GR ADV ATEYX | 43205 | 37071 |
| 15281 shares of ALLIANCEBERN HIGH INCOME ADVISOR AGDYX | 135535 | 131568 |
| 5797 shares of ALLIANCEBERN S/M CAP GROWTH ADV CHCYX | 37500 | 37740 |
| 2543 shares of ALLIANCEBERN SMALL-MID CAP VALUE AD ABYSX | 41780 | 39259 |
| 12320 shares of ALLICANCEBERNSTEIN REALL ASSET ST AMTOX | 138185 | 128622 |
| 90 shares of ALTRIA GROUP INC MO | 2391 | 2669 |
| 8707 shares of AMERICAN FUNDS BOND FD OF AMERICA A ABNDX | 112054 | 109277 |
| 4770 shares of AMERICAN INVESTMENT CO OF AMERICA AIVSX | 90705 | 129222 |
| 462 shares of ANADARKO PETROLEUM CORP APC | 4346 | 35264 |
| 250 shares of APPLIED MATERIALS INC. AMAT | 2805 | 2678 |
| 105 shares of ASTRAZENECA AZN | 4889 | 4860 |
| 50 shares of ATT CORP COM NEW T | 1455 | 1512 |
| 2590 shares of BERNSTEIN EMERGING MARKETS SNEMX | 75945 | 62755 |
| 18994 shares of BERNSTEIN INTERMEDIATE DURATION PORTFOLIO SNIDX | 268806 | 263255 |
| 15856 shares of BERNSTEIN INTERNATIONAL PORTFOLIO SIMTX | 220035 | 196777 |
| 12833 shares of BLACKROCK GNMA PORTFOLIO INSTITUTIONAL CLASS BGNIX | 130458 | 132950 |
| 140 shares of BP PLC SPONSORED ADR BP | 5652 | 5984 |
| 30 shares of CENTERPOINT ENERGY CNP | 623 | 603 |
| 120 shares of CENTURY TEL INC CTL | 4104 | 4464 |
| 60 shares of CISCO SYSTEMS INC CSCO | 1089 | 1085 |
| 40 shares of CIT GROUP INC CIT | 1360 | 1395 |
| 250 shares of CITIGROUP INC C | 7634 | 6578 |
| 70 shares of CMS ENERGY CP CMS | 1390 | 1546 |
| 20 shares of CONOCOPHILLIPS COP | 1332 | 1457 |
| 60 shares of CONSTELLATION BRANDS INC STZ | 1155 | 1240 |
| 120 shares of CORNING INC GLW | 1784 | 1558 |
| 35 shares of DELL INC DELL | 499 | 512 |
| 180 shares of DELTA AIR LINES INC DAL | 1351 | 1456 |
| 30 shares of DEVON ENERGY CORPORATION DVN | 2081 | 1860 |
| 40 shares of DIRECTV GROUP DTV | 1789 | 1710 |
| 1000 shares of DOMINION RESOURCES INC D | 25030 | 53080 |
| 21 shares of DTE ENERGY CO COM DTE | 1023 | 1143 |
| 700 shares of DU PONT DE NEMOURS DD | 28148 | 32046 |
| 1000 shares of EXELON CORPORATION EXC | 42495 | 43370 |
| 1000 shares of EXXON MOBIL CORP XOM | 1305 | 84760 |
| 75 shares of FORD MOTOR COMPANY F | 814 | 807 |
| 18 shares of GAMESTOP CORP GME | 399 | 434 |
| 135 shares of GANNETT CO INC GCI | 1585 | 1805 |
| 3825 shares of GENERAL ELECTRIC CO GE | 33774 | 68506 |
| 175 shares of GENERAL MOTORS GM | 4147 | 3547 |
| 600 shares of GENERAL MOTORS CORP SR NTS - 7.250 - 04/15/2041 GMW | 1374 | |
| 800 shares of GENERAL MOTORS CORP SR NTS - 7.250 - 07/15/2041 XGM | 1832 | |
| 85 shares of GILEAD SCIENCES INC GILD | 3328 | 3479 |
| 400 shares of GMAC LLC NTS - 7.250 - 02/07/2033 GKM | 10004 | 8156 |
| 14 shares of GOLDMAN SACHS GROUP GS | 1378 | 1266 |
| 30 shares of HEALTH NET INC HNT | 788 | 913 |
| 225 shares of HEWLETT PACKARD CO HPQ | 6207 | 5796 |
| 25 shares of INGERSOL-RAND PLC IR | 816 | 762 |
| 2000 shares of INTEL CORP INTC | 37624 | 48500 |
| 500 shares of INTERNATIONAL BUSINESS MACHINES IBM | 7586 | 91940 |
| 3682 shares of IVY SCIENCE AND TECHNOLOGY WSTAX | 101084 | 103147 |
| 1105 shares of JOHNSON JOHNSON JNJ | 25318 | 72466 |
| 140 shares of JP MORGAN CHASE CO JPM | 5138 | 4655 |
| 150 shares of KROGER CO KR | 3501 | 3633 |
| 45 shares of LAM RESEARCH CORP LRCX | 1843 | 1666 |
| 50 shares of LEAR CORP LEA | 2111 | 1990 |
| 25 shares of LORILLARD INC COMMON STOCK LO | 2827 | 2850 |
| 55 shares of LOWES COMPANIES INC. LOW | 1111 | 1396 |
| 65 shares of LYONDELLBASELL INDUSTRIES NV LYB | 1967 | 2112 |
| 95 shares of MARATHON OIL CORP COM MRO | 2421 | 2781 |
| 110 shares of MARATHON PETROLEUM CORP MPC | 3933 | 3662 |
| 10 shares of MCGRAW-HILL MHP | 389 | 450 |
| 275 shares of MICRON TECHNOLOGY MU | 1492 | 1730 |
| 35 shares of MOODYS CORP MCO | 1190 | 1179 |
| 90 shares of MORGAN STANLEY MS | 1481 | 1362 |
| 1 shares of N V R INC. NVR | 624 | 686 |
| 45 shares of NEWELL RUBBERMAID INC. NWL | 731 | 727 |
| 1000 shares of NEXTERA ENERGY CAPITAL HOLDINGS INC 8.75 3/01/69 NEE-PF | 25600 | 28950 |
| 21 shares of NORTHROP GRUMMAN CORP NOC | 1174 | 1228 |
| 1000 shares of NOVARTIS AG ADR NVS | 55676 | 57170 |
| 2100 shares of NUVEEN FLTG RT INC JFR | 30594 | 22806 |
| 2000 shares of NUVEEN QUAL PFD INC JTP | 29815 | 15140 |
| 95 shares of NV ENERGY INC NVE | 1414 | 1553 |
| 350 shares of PFIZER INC. PFE | 6434 | 7574 |
| 1500 shares of SAUL CENTERS, INC. PFD A BFS-PA | 33754 | 38775 |
| 40 shares of SEAGATE TECHNOLOGY STX | 637 | 656 |
| 1928 shares of TEMPLETON GLOBAL INCOME FUND GIM | 15328 | 18220 |
| 55 shares of TIME WARNER CABLE INC TWC | 3619 | 3496 |
| 55 shares of TRANSOCEAN LTD. RIG | 2965 | 2111 |
| 50 shares of TRAVELERS COMPANIES INC THE TRV | 2619 | 2959 |
| 40 shares of TRW AUTOMOTIVE HOLDINGS CORP TRW | 1440 | 1304 |
| 90 shares of TYSON FOODS INC CL A TSN | 1604 | 1858 |
| 800 shares of UNION PACIFIC UNP | 5794 | 84752 |
| 70 shares of UNITEDHEALTH GROUP INC. UNH | 3178 | 3548 |
| 800 shares of VERIZON COMMUNICATIONS VZ | 13223 | 32096 |
| 65 shares of VIACOM INC. CL B VIA-B | 2927 | 2952 |
| 3100 shares of WASH REAL EST INV TR MARYLAND WRE | 23300 | 84785 |
| 60 shares of WELLPOINT INC WLP | 3876 | 3975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 18093 | 18093 | |
| Bank Charges | 70 | 70 | |
| Foundation Dues Memberships | 1830 | 1830 | |
| Premium payment for property insurance | 301 | 301 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Tax Refund | Description |
| Revenue And Expenses Per Books | 1024 | RevenueAndExpensesPerBooks |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort (6 entries)
| Balance DueBalanceDue |
|---|
| Root Capital Inc |
| 25000 |
| Root Capital Inc |
| 25000 |
| Root Capital Inc |
| 50000 |
| FINCA International |
| 100000 |
| FINCA International |
| 100000 |
| Non Profit Finance Fund |
| 100000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $2,215 | Amount |
| Net Investment Income | 2215 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2011 | $600 | 0 | 0 | 0 |
| Foreign Tax Paid | $356 | 356 | 0 | 0 |
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