THE WALLACE RESEARCH FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE WALLACE RESEARCH FOUNDATION (EIN 42-6540579)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-09
IRS object ID: 201223149349100307
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-09T09:43:29-06:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-11-06	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	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	72049672	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	568189	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	2041545	DividendsRevAndExpnss
Dividends Net Invst Incm	2041545	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1442721	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	25297139	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1442721	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	4052455	TotalRevenueAndExpenses
Total Net Investment Income	3484266	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	53700	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	19965	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	33735	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	339657	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	339657	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	128892	TaxesRevAndExpnss
Taxes Net Invst Incm	33892	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	5352	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	4852	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	527601	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	398366	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	33735	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	3484611	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	3484611	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	4012212	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	398366	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	3518346	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	40243	ExcessOfRevenueOverExpenses
Net Investment Income	3085900	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	6075878	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	9510520	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	9510520	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	20610216	InvestmentsCorpStockBOY
Investments Corp Stock EOY	23814189	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	27504425	InvestmentsCorpStockEOYFMV
Investments Other BOY	38406144	InvestmentsOtherBOY
Investments Other EOY	32038999	InvestmentsOtherEOY
Investments Other EOYFMV	34998957	InvestmentsOtherEOYFMV
Other Assets BOY	208763	OtherAssetsBOY
Other Assets EOY	35770	OtherAssetsEOY
Other Assets EOYFMV	35770	OtherAssetsEOYFMV
Total Assets BOY	65301001	TotalAssetsBOY
Total Assets EOY	65399478	TotalAssetsEOY
Total Assets EOYFMV	72049672	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	65301001	RetainedEarningsBOY
Retained Earnings EOY	65399478	RetainedEarningsEOY
Total Net Assets BOY	65301001	TotalNetAssetsBOY
Total Net Assets EOY	65399478	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	65301001	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	65399478	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	65301001	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	40243	ExcessOfRevenueOverExpenses
Other Increases	128930	OtherIncreases
Subtotal	65470174	Subtotal
Other Decreases	70696	OtherDecreases
Total Net Assets Fund Balances EOY	65399478	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis
ENRON CORP SETTLEMENT	P	9285	9285	9285
ABBEY NATL SETTLEMENT	P	530	530	530
MERRILL LYNCH SETTLEMENT	P	246	246	246
MGNA CORP SETTLEMENT	P	2884	2884	2884
PUBLICLY TRADED SECURITIES	D	29329	-1448	-1448	30777
PUBLICLY TRADED SECURITIES	D	194213	12584	12584	181629
PUBLICLY TRADED SECURITIES 75495-15	P	57190	5440	5440	51750
PUBLICLY TRADED SECURITIES 75495-15	P	1167448	233125	233125	934323
PUBLICLY TRADED SECURITIES 4374C-14	P	627855	-6874	-6874	634729
PUBLICLY TRADED SECURITIES 4374C-14	P	1889146	425855	425855	1463291
PUBLICLY TRADED SECURITIES 1988D-13	P	4021589	-312679	-312679	4334268
PUBLICLY TRADED SECURITIES 1988D-13	P	13883784	724739	724739	13159045
PUBLICLY TRADED SECURITIES 1985D-19	P	556082	-80840	-80840	636922
PUBLICLY TRADED SECURITIES 1985D-19	P	989748	30941	30941	958807
PUBLICLY TRADED SECURITIES 2768D-18	P	426775	49027	49027	377748
PUBLICLY TRADED SECURITIES 2768D-18	P	1266744	305068	305068	961676
SCH K-1 - US COMMODITY INDEX FUND LP 27-1987039	P		-129453	-129453
CAPITAL GAINS DIVIDENDS	P	174291	174291	174291

Field	Value	IRS element (for citing)
Capital Gain Net Income	1442721	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	3233585	QualifyingDistributionsYear1
Noncharitable Assets Year1	70375172	NoncharitableAssetsYear1
Distribution Ratio Year1	0.045948	DistributionRatioYear1
Qualifying Distributions Year2	4206810	QualifyingDistributionsYear2
Noncharitable Assets Year2	64554182	NoncharitableAssetsYear2
Distribution Ratio Year2	0.065167	DistributionRatioYear2
Qualifying Distributions Year3	4933704	QualifyingDistributionsYear3
Noncharitable Assets Year3	86496696	NoncharitableAssetsYear3
Distribution Ratio Year3	0.057039	DistributionRatioYear3
Qualifying Distributions Year4	5229077	QualifyingDistributionsYear4
Noncharitable Assets Year4	103793440	NoncharitableAssetsYear4
Distribution Ratio Year4	0.050380	DistributionRatioYear4
Qualifying Distributions Year5	4163824	QualifyingDistributionsYear5
Noncharitable Assets Year5	95122222	NoncharitableAssetsYear5
Distribution Ratio Year5	0.043773	DistributionRatioYear5
Total Distribution Ratio	0.262307	TotalDistributionRatio
Average Distribution Ratio	0.052461	AverageDistributionRatio
Net Noncharitable Assets	75433652	NetNoncharitableAssets
Adjusted Noncharitable Assets	3957325	AdjustedNoncharitableAssets
One Percent Net Investment Income	30859	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	3988184	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	3518346	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	61718	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	61718	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	61718	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	93396	EstTaxPaymentsAndOverpayment
Total Credits And Payments	93396	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	31678	Overpayment
Amount Credited To Next Year	31678	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 SESTE 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	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
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	0
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 (2 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	170416
EAGLE CAPITAL MGMT
499 PARK AVENUE	NEW YORK	NY	10022	INVESTMENT MGMT	100504

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	76114673	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	420362	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	47353	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	76582388	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	76582388	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1148736	CashDeemedCharitable
Net Noncharitable Assets	75433652	NetNoncharitableAssets
Minimum Investment Return	3771683	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	3771683	MinimumInvestmentReturn
Tax Based On Investment Income	61718	TaxBasedOnInvestmentIncome
Total Tax	61718	TotalTax
Distributable Amount Before Adj	3709965	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	13	RecoveriesQlfyDistributions
Distributable Amount Before Ded	3709978	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	3709978	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	3518346	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	3518346	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	3518346	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	3709978	DistributableAmountAsAdjusted
Undistributed Income Prior Year	2606239	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	3518346	QualifyingDistributions
Applied To Year1	2606239	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	912107	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	2797871	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 (46 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode
ARIZONA LAND & WATER TRUST
3127 NORTH CHERRY AVE	TUCSON	AZ	85719	NONE	PUBLIC	GENERAL SUPPORT	$50,000
ARIZONA STATE UNIVERSITY
PO BOX 876011	TEMPE	AZ	852876011	NONE	PUBLIC	RESEARCH OF PREHISPANIC CULTURES IN NORTHERN & WESTERN MEXICO	$100,000
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA STE T111	HOUSTON	TX	77030	NONE	PUBLIC	RESEARCH OF SENSORY PROCESSING DISORDER	$40,000
BIRDLIFE INTL
				NONE	PUBLIC	VARIOUS CONSERVATION PROJECTS	$50,000	WELLBROOK CT GIRTON RD	CAMBRIDGE	UK	CB30NA
BLUE OCEAN INSTITUTE INC
250 LAWRENCE HILL RD	COLD SPRING HARBOR	NY	11724	NONE	PUBLIC	GENERAL SUPPORT OF CORE PROGRAMS & NEW INITIATIVES	$75,000
CENTER FOR DESERT ARCHAEOLOGY
300 N ASH ALLEY	TUCSON	AZ	85701	NONE	PUBLIC	FUND THE SHARING OF RESULTS OF RESEARCH ON THE SALADO PHENOMENON	$150,000
CENTER FOR DESERT ARCHAEOLOGY
300 N ASH ALLEY	TUCSON	AZ	85701	NONE	PUBLIC	SUPPORT FOR PROTECTION OF ARCHAEOLOGICAL SITES	$70,000
COLD CLIMATE HOUSING RESEARCH CENTER
PO BOX 82489	FAIRBANKS	AK	99708	NONE	PUBLIC	GENERAL SUPPORT OF SUSTAINABLE NORTHERN COMMUNITIES CENTER	$80,000
CORNELL UNIVERSITY
373 PINE TREE RD	ITHACA	NY	148502820	NONE	PUBLIC	DEVELOPMENT OF SUSTAINABLE ROUTES TO HIGH PERFORMANCE ORGANIC MATERIALS PROJECT	$107,098
DELAWARE RIVERKEEPER NETWORK
925 CANAL ST STE 3701	BRISTOL	PA	19007	NONE	PUBLIC	MONITOR & PROTECT THE DELAWARE RIVER FROM GAS DRILLING IMPACTS	$200,000
DUKE UNIVERSITY
2200 W MAIN ST STE 820	DURHAM	NC	27705	NONE	PUBLIC	SUPPORT FOR RESEARCH OF SENSORY MODULATION IMPAIRMENT	$40,000
FAIREWINDS ENERGY EDUCATION CORP
70 SOUTH WINOOSKI BOX 289	BURLINGTON	VT	05401	NONE	PUBLIC	EDUCATE THE PUBLIC REGARDING NUCLEAR POWER PRODUCTION	$25,000
HABITAT FOR HUMANITY TUCSON
621 W LESTER ST	TUCSON	AZ	85705	NONE	PUBLIC	AID CONSTRUCTION AND/OR REHABBING HOMES	$40,000
HAWK MOUNTAIN SANCTUARY ASSOCIATION
1700 HAWK MOUNTAIN ROAD	KEMPTON	PA	19529	NONE	PUBLIC	RESERACH OF BIRD SPECIES	$29,700
HUMANE SOCIETY INTL
700 PROFESSIONAL DR	GAITHERSBURG	MD	20879	NONE	PUBLIC	SUPPORT OF SPAY & NEUTER SURGERIES & VACCINATIONS	$67,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
3450 N KELVIN BLVD	TUCSON	AZ	85716	NONE	PUBLIC	SECOND CHANCE PROGRAM & CAPITAL CAMPAIGN	$100,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
3450 N KELVIN BLVD	TUCSON	AZ	85716	NONE	PUBLIC	SPAY & NEUTER SURGERIES & OTHER SUPPORT	$100,000
LEWA (USA)
PO BOX 7943	WOODBRIDGE	VA	22195	NONE	PUBLIC	FUND VARIOUS WILDLIFE CONSERVATION EFFORTS	$70,000
MASS AUDUBON SOCIETY INC
208 SOUTH GREAT RD	LINCOLN	MA	01773	NONE	PUBLIC	BELIZE CONSERVATION FUND	$120,000
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACE BOX 1075	NEW YORK	NY	10029	NONE	PUBLIC	SENSORY PROCESSING DISORDER RESEARCH	$40,000
OHIO STATE UNIVERSITY
1960 KENNY RD	COLUMBUS	OH	43210	NONE	PUBLIC	STUDY PRESCRIBED EXERCISE PROGRAMS IN PRIMARY CARE	$89,934
PERIMETER BICYCLING ASSOC
2509 EAST BROADWAY	TUCSON	AZ	85716	NONE	PUBLIC	PHYSICAL THERAPY & YOUTH DEVELOPMENT	$31,805
PRESCOTT COLLEGE
2233 E SPEEDWAY BLVD	TUCSON	AZ	85719	NONE	PUBLIC	IRONWOOD TREE EXPERIENCE	$40,000
RESEARCH FOUNDATION OF SUNY AT BINGHAMTON
PO BOX 6000	BINGHAMTON	NY	139026000	NONE	PUBLIC	INVESTIGATION INTO ROADSIDE POLLUTANTS	$151,715
SANTA CRUZ VALLEY HERITAGE ALLIANCE
PO BOX 3445	TUCSON	AZ	85722	NONE	PUBLIC	SUPPORT FOR HERITAGE DEVELOPMENT PROGRAMS & ORGANIZATIONAL DEVELOPMENT	$75,000
SHARK SAVERS
419 LAFAYETTE ST 2ND FLR	NEW YORK	NY	10003	NONE	PUBLIC	COLLECTION OF DATA ON SHARK POPULATION & SHARK CONSERVATION EDUCATION	$100,000
SKY ISLAND ALLIANCE
PO BOX 41165	TUCSON	AZ	85717	NONE	PUBLIC	CONSERVATION MEASURES & BOTANICAL STUDIES IN THE SONORAN DESERT REGION	$30,000
SPD FOUNDATION
5420 S QUEBEC ST STE 135	GREENWOOD VILLAGE	CO	80111	NONE	PUBLIC	STUDIES OF SENSORY PROCESSING DISORDER	$88,370
THE MCKEE PROJECT
PO BOX 36195	TUCSON	AZ	857406195	NONE	PUBLIC	SUPPORT RESOLUTION OF DOG & CAT OVERPOPULATION	$8,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100	ARLINGTON	VA	222031606	NONE	PUBLIC	SUPPORT CONSERVATION EFFORTS IN VARIOUS REGIONS	$430,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
1855 FOLSOM ST MCB 425 BOX 0897	SAN FRANCISCO	CA	941430897	NONE	PUBLIC	RESEARCH RELATED TO DISORDERS OF SENSORY PROCESSING	$42,640
THE SHUMLA SCHOOL
PO BOX 627	COMSTOCK	TX	78837	NONE	PUBLIC	LOWER PECOS ROCK ART RECORDING AND PRESERVATION PROJECT	$100,000
TOHONO CHUL PARK
7366 N PASEO DEL NORTE	TUCSON	AZ	85704	NONE	PUBLIC	GENERAL SUPPORT	$25,000
TOHONO CHUL PARK
7366 PASEO DEL NORTE	TUCSON	AZ	85704	NONE	PUBLIC	RESEARCH & CONSERVATION EDUCATION ABOUT BATS & OTHER MIGRATORY POLLINATORS IN SONORAN DESERT	$30,000
TUCSON BOTANICAL GARDENS
2150 N ALVERNON WAY	TUCSON	AZ	85712	NONE	PUBLIC	EDUCATIONAL PROGRAMS, TECHNOLOGY IMPROVEMENTS & NEW PLANTS DUE TO WINTER FREEZE	$60,000
UNION OF CONCERNED SCIENTISTS
TWO BATTLE SQUARE	CAMBRIDGE	MA	021383780	NONE	PUBLIC	FURTHER RESEARCH & COMMUNICATION OF ENERGY-WATER-CLIMATE STUDIES	$150,000
UNIVERSITY OF ARIZONA-TUCSON VILLAGE FARM
1111 N CHERRY AVE	TUCSON	AZ	85721	NONE	PUBLIC	SUPPORT PROGRAMS	$20,000
UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVE	FARMINGTON	CT	060305335	NONE	PUBLIC	RESEARCH OF SENSORY OVER-RESPONSIVITY	$23,349
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
109 AIRPORT DR STE 2200 CB1350	CHAPEL HILL	NC	275991350	NONE	PUBLIC	SUPPORT UNC'S ALLIANCE FOR HERITAGE CONSERVATION	$120,000
UNIVERSITY OF WISCONSIN MADISON
2000 OBSERVATORY DR	MADISON	WI	537061121	NONE	PUBLIC	RESEARCH OF SENSORY PROCESSING DISORDER	$20,000
VANDERBILT UNIVERSITY OF SCHOOL OF MEDICINE
1215 21ST AVE S	NASHVILLE	TN	37232	NONE	PUBLIC	CODING CHILD & CLINICIAN BEHAVIORS IN SENSORY INTEGRATION THERAPY	$30,000
VANDERBILT UNIVERSITY
465 21ST AVE S	NASHVILLE	TN	37232	NONE	PUBLIC	RESEARCH OF SENSORY PROCESSING DISORDER	$30,000
WILDCOAST
925 SEACOAST DR	IMPERIAL BEACH	CA	91932	NONE	PUBLIC	GENERAL CONSERVATION PROGRAMS IN THE BAJA CALIFORNIA PENINSULA & SEA OF CORTEZ	$40,000
WILDLIFE ALLIANCE INC
1150 17TH ST STE 403	WASHINGTON	DC	20036	NONE	PUBLIC	SUPPORT WILDLIFE PROTECTION IN CAMBODIA	$80,000
WILDLIFE ALLIANCE
909 THIRD AVE 5TH FLR	NEW YORK	NY	10022	NONE	PUBLIC	CARE OF WILDLIFE	$15,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD	BRONX	NY	10460	NONE	PUBLIC	CONSERVATION MEASURES IN CONGO BASIN COASTAL AREA & MADAGASCAR	$100,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	3484611	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	$2,041,545	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,442,721	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$3,484,266	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	3484266	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 (2 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Noncash Contribution TypeNoncashContributionType	Person Contribution TypePersonContributionType
1	ERIC GILCHRIST CHARITABLE REMAINDER	1919 DOUGLAS ST 2ND FL MAC N8000-00	OMAHA	NE	681021317	543189	X
2	ERIC GILCHRIST CHARITABLE REMAINDER	1919 DOUGLAS ST 2ND FL MAC N8000-00	OMAHA	NE	681021317	25000		X

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	1	ContributorNumberFromPartI
Noncash Property Description	31,506.026 UNITS VARIOUS PUBLICLY TRADED SECURITIES	NoncashPropertyDescription
Fair Market Value	543189	FairMarketValue
Date Received	2011-06-27	DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$53,700	Amount
Net Investment Income	19965	NetInvestmentIncome
Disbursements Charitable Prps	33735	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
STOCKS HELD AT EAGLE CAP MGMT	9359269	11537581
PREFERRED STOCKS - STONEBRIDGE	3901276	4167119
COMMON STOCKS - THORNBURG 1985D	4553589	4611845
COMMON STOCKS - POLEN CAPITAL MGMT	6000055	7187880

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
CLOSED END FUND - SB ADVISOR 1988D	AT COST	12432511	13475081
MUTUAL FUNDS - SB ADVISOR 1988D	AT COST	19338578	21233406
MUTUAL FUNDS - WELLS FARGO	AT COST	267910	290470

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DIVIDEND RECEIVABLE	Description
BOY Book Value	208763	BOYBookValue
EOY Book Value	35770	EOYBookValue
EOYFMV	35770	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
COST/FMV OF STOCK CONTRIBUTED	$70,591
BOOK/TAX DIFFERENCE SCH K-1 - US COMMODITY INDEX FUND LP 27-1987039	$105

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
BANK SERVICE CHARGES	52	52
ADR FEES	4800	4800
SUPPLIES & MISC	500	0

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
BOOK/TAX DIFFERENCE SCH K-1 - US COMMODITY INDEX FUND LP 27-1987039	$128,917
RETURN OF PRIOR YEAR GRANTS	$13

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
SB INVEST. CONSULTING FEES	$171,668	171668	0
INVESTMENT MANAGEMENT FEES	$167,989	167989	0

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES	$33,892	33892	0
EXCISE TAXES	$95,000	0	0

THE WALLACE RESEARCH FOUNDATION: Form 990PF, tax year 2011

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 (18 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 (2 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 (46 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 (2 entries)

Noncash Property NoncashProperty

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

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