THE@MOSES FELDMAN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE@MOSES FELDMAN FAMILY FOUNDATION (EIN 20-2086533)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-08
IRS object ID: 201233139349100513
Schema version: 2011v1.3
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
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-08T15:11:05-06:00	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	GRANT THORNTON LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	202086533	EIN

Name Name

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

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

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	MOSES FELDMAN	Name
Title	TRUSTEE	Title
Phone	2158365105	Phone
Date Signed	2012-11-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Michael S Jackson	Name
Phone	2155614200	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	21241635	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	49197	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	48802	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	370111	DividendsRevAndExpnss
Dividends Net Invst Incm	370111	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-61830	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	5892112	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-30349	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-36602	OtherIncomeNetInvstIncm
Total Revenue And Expenses	327129	TotalRevenueAndExpenses
Total Net Investment Income	382311	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	1000	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	500	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	500	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	8536	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2134	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	6402	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	43579	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	218	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	43361	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	298	InterestRevAndExpnss
Interest Net Invst Incm	298	InterestNetInvstIncm
Taxes Rev And Expnss	9186	TaxesRevAndExpnss
Taxes Net Invst Incm	4686	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	461	DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss	23476	OccupancyRevAndExpnss
Occupancy Net Invst Incm	117	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	23359	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	8658	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	866	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	7792	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	202995	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	166180	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	36815	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	298189	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	174999	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	118229	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	986250	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	986250	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1284439	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	174999	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1104479	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-957310	ExcessOfRevenueOverExpenses
Net Investment Income	207312	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	789058	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	315999	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	315999	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	9521	InvestmentsCorpStockBOY
Investments Corp Stock EOY	9521	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2074500	InvestmentsCorpStockEOYFMV
Investments Other BOY	16811488	InvestmentsOtherBOY
Investments Other EOY	16327132	InvestmentsOtherEOY
Investments Other EOYFMV	18850226	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	4963	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	4053	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	1032	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	910	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	910	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	17611099	TotalAssetsBOY
Total Assets EOY	16653562	TotalAssetsEOY
Total Assets EOYFMV	21241635	TotalAssetsEOYFMV
Accounts Payable BOY	267	AccountsPayableBOY
Total Liabilities BOY	267	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	17610872	RetainedEarningsBOY
Retained Earnings EOY	16653562	RetainedEarningsEOY
Total Net Assets BOY	17610872	TotalNetAssetsBOY
Total Net Assets EOY	16653562	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	17611139	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	16653562	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	17610872	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-957310	ExcessOfRevenueOverExpenses
Subtotal	16653562	Subtotal
Total Net Assets Fund Balances EOY	16653562	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis	Date AcquiredDateAcquired	Date SoldDateSold
DAVIDSON KEMPER INSTITUTIONAL PARTNERS	34014	34014	34014
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS	14936	14936	14936
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS	913	913	913
SENTINEL CAPITAL PARTNERS III	38873	38873	38873
CHARLES SCHWAB CAPITAL GAIN DISTRIBUTION	44082	44082	44082
CHARLES SCHWAB	4807816	-2821	-2821	4810637
CHARLES SCHWAB	407004	20095	20095	386909
HIGHBRIDGE CAPITAL CORP.	283675	-94523	-94523	378198	2007-04-02	2011-08-17
HIGHBRIDGE CAPITAL CORP.	260799	-117399	-117399	378198	2007-04-02	2011-11-10

Field	Value	IRS element (for citing)
Capital Gain Net Income	-61830	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1138063	QualifyingDistributionsYear1
Noncharitable Assets Year1	21057458	NoncharitableAssetsYear1
Distribution Ratio Year1	0.054046	DistributionRatioYear1
Qualifying Distributions Year2	989751	QualifyingDistributionsYear2
Noncharitable Assets Year2	19436861	NoncharitableAssetsYear2
Distribution Ratio Year2	0.050921	DistributionRatioYear2
Qualifying Distributions Year3	1163604	QualifyingDistributionsYear3
Noncharitable Assets Year3	24412887	NoncharitableAssetsYear3
Distribution Ratio Year3	0.047664	DistributionRatioYear3
Qualifying Distributions Year4	850212	QualifyingDistributionsYear4
Noncharitable Assets Year4	27317490	NoncharitableAssetsYear4
Distribution Ratio Year4	0.031123	DistributionRatioYear4
Qualifying Distributions Year5	604979	QualifyingDistributionsYear5
Noncharitable Assets Year5	23733712	NoncharitableAssetsYear5
Distribution Ratio Year5	0.02549	DistributionRatioYear5
Total Distribution Ratio	0.209244	TotalDistributionRatio
Average Distribution Ratio	0.041849	AverageDistributionRatio
Net Noncharitable Assets	21674738	NetNoncharitableAssets
Adjusted Noncharitable Assets	907066	AdjustedNoncharitableAssets
One Percent Net Investment Income	2073	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	909139	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1104479	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2073	InvestmentIncomeExciseTax
Subtotal	2073	Subtotal
Tax Based On Investment Income	2073	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	9222	EstTaxPaymentsAndOverpayment
Total Credits And Payments	9222	TotalCreditsAndPayments
Overpayment	7149	Overpayment
Amount Credited To Next Year	7149	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	PA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	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	MOSES FELDMAN	BusinessNameLine1

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

Books In Care Of US Address BooksInCareOfUSAddress

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

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

Statements Regarding Acty4720 StatementsRegardingActy4720

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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

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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	21496566	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	507273	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	971	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	22004810	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	22004810	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	330072	CashDeemedCharitable
Net Noncharitable Assets	21674738	NetNoncharitableAssets
Minimum Investment Return	1083737	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1083737	MinimumInvestmentReturn
Tax Based On Investment Income	2073	TaxBasedOnInvestmentIncome
Total Tax	2073	TotalTax
Distributable Amount Before Adj	1081664	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1081664	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1081664	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1104479	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	1104479	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2073	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1102406	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1081664	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Excess Distri Carryover Year2	17180	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	90746	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	107926	TotalExcessDistriCarryover
Qualifying Distributions	1104479	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	1081664	AppliedToCurrentYear
Remaining Distri From Corpus	22815	RemainingDistriFromCorpus
Total Corpus	130741	TotalCorpus
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	130741	ExcessDistriCyovToNextYear
Excess From Year2	17180	ExcessFromYear2
Excess From Year1	90746	ExcessFromYear1
Excess From Current Year	22815	ExcessFromCurrentYear

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

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
JEWISH FEDERATION OF NORTH AMERICA
Wall Street Station PO Box 157	New York	NY	10268	NONE	PUBLIC	GENERAL	$55,000
LEAGUE OF CONSERVATION VOTERS
1920 L Street NW SUITE 800	WASHINGTON	DC	20036	NONE	PUBLIC	GENERAL	$5,000
MORRIS ARBORETUM
100 E NORTHWESTERN AVE	PHILADELPHIA	PA	19118	NONE	PUBLIC	GENERAL	$110,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH VL	NEW YORK	NY	10014	NONE	PUBLIC	GENERAL	$15,000
NATURAL LANDS TRUST
1031 PALMERS MILL ROAD	MEDIA	PA	19063	NONE	PUBLIC	GENERAL	$10,000
PCI- MEDIA CENTER
777 UNITED NATIONS PLAZA 5TH FLOOR	NEW YORK	NY	10017	NONE	PUBLIC	GENERAL	$7,800
PHILADELPHIA MUSEUM OF ART
26TH STREET THE BENJAMIN FRANKLIN	PHILADELPHIA	PA	19130	NONE	PUBLIC	GENERAL	$5,000
PHILADELPHIA ORCHESTRA
260 BROAD STREET SUITE 1600	PHILADELPHIA	PA	19102	NONE	PUBLIC	GENERAL	$15,000
PLANNED PARENTHOOD ASSOCIATION
610 LOUIS DRIVE	WARMINSTER	PA	18974	NONE	PUBLIC	GENERAL	$15,000
POPULATION CONNECTION
2120 L ST NW SUITE 500	WASHINGTON	DC	20037	NONE	PUBLIC	GENERAL	$5,000
POPULATION MEDIA CENTER
PO BOX 546	SHELBURNE	VT	05482	NONE	PUBLIC	GENERAL	$7,500
ROCKY MOUNTAIN INSTITUTE
2317 SNOWMASS CREEK ROAD	SNOWMASS	CO	81654	NONE	PUBLIC	GENERAL	$10,000
SAVE OUR SPRINGS ALLIANCE
221 E 9TH STREET SUITE 300	AUSTIN	TX	78701	NONE	PUBLIC	GENERAL	$12,650
SEEDS OF PEACE
370 LEXINGTON AVENUE SUITE 401	NEW YORK	NY	10017	NONE	PUBLIC	GENERAL	$10,300
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE	MONTGOMERY	AL	36104	NONE	PUBLIC	GENERAL	$15,000
THE ISRAEL PROJECT
2020 K STREET NW	WASHINGTON	DC	20006	NONE	PUBLIC	GENERAL	$50,000
THE NEW ISRAEL FUND
1101 14TH STREET 6TH FLOOR	WASHINGTON	DC	20005	NONE	PUBLIC	GENERAL	$50,000
THE WASHINGTON INSTITUTE
1828 L STREET NW SUITE 1050	WASHINGTON	DC	20036	NONE	PUBLIC	GENERAL	$60,000
TIBET POVERTY ALLEVIATION FUND
663 GREEN STREET	CAMBRIDGE	MA	02139	NONE	PUBLIC	GENERAL	$5,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE	CAMBRIDGE	MA	02138	NONE	PUBLIC	GENERAL	$10,000
UNITED WAY OF SOUTHEASTERN PA
7 BENJAMIN FRANKLIN PARKWAY	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$10,000
WHYY
150 N 6TH STREET	PHILADELPHIA	PA	19106	NONE	PUBLIC	GENERAL	$10,000
WORLD LAND TRUSTS
PO BOX 381	DEERFIELD	NH	03037	NONE	PUBLIC	GENERAL	$10,000
YALE UNIVERSITY
149 ELM STREET	NEW HAVEN	CT	06511	NONE	PUBLIC	GENERAL	$13,000
AMERICAN ASSOCIATES BEN GURION UNIVERSITY
1430 BROADWAY 8TH FLOOR	NEW YORK	NY	10018	NONE	PUBLIC	GENERAL	$10,000
AMERICAN BIRD CONSERVATION
1731 CONNECTICUT AVENUE NW	WASHINGTON	DC	20009	NONE	PUBLIC	GENERAL	$10,000
AMERICAN JEWISH COMMITTEE
PO BOX 705	NEW YORK	NY	10150	NONE	PUBLIC	GENERAL	$55,000
AMERICAN JEWISH WORLD SERVICES
45 WEST 36TH STREET	NEW YORK	NY	10018	NONE	PUBLIC	GENERAL	$40,000
ANTI-DEFAMATION LEAGUE
1617 JFK BLVD ONE PENN CENTER SUI	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$15,000
APPALACHIAN MOUNTAIN CLUB
5 JOY STREET	BOSTON	MA	02108	NONE	PUBLIC	GENERAL	$107,500
AVODAH
45 WEST 36TH STREET 8TH FLOOR	NEW YORK	NY	10018	NONE	PUBLIC	GENERAL	$5,000
BATES COLLEGE
2 ANDREWS ROAD	LEWISTON	MA	04240	NONE	PUBLIC	GENERAL	$10,000
BRANDEIS UNIVERSITY
415 SOUTH STREET	WALTHAM	MA	02454	NONE	PUBLIC	GENERAL	$35,000
DELAWARE RIVERKEEPER
30 POND STREET 2ND FLOOR	BRISTOL	PA	19007	NONE	PUBLIC	GENERAL	$7,500
EARTH JUSTICE
426 17TH STREET	OAKLAND	CA	94612	NONE	PUBLIC	GENERAL	$40,000
HILLEL
800 EIGHTH STREET NW	WASHINGTON	DC	20001	NONE	PUBLIC	GENERAL	$50,000
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREET	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$50,000
LASALLE UNIVERSITY
1900 WEST OLNEY AVENUE	PHILADELPHIA	PA	19141	NONE	PUBLIC	GENERAL	$10,000
PENNSYLVANIA BALLET
1819 JFK BLVD	PHILADELPHIA	PA	19103	NONE	PUBLIC	GENERAL	$15,000	SUITE 210
The Sustainability Laboratory
229 East 85th Street	New York	NY	10028	NONE	PUBLIC	GENERAL	$10,000	PO Box 1571

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	986250	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

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

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$49,197	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$370,111	ExclusionAmount

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

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$61,830	ExclusionAmount

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

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	PARTNERSHIP AND OTHER INCOME	Description
Exclusion Code	14	ExclusionCode
Exclusion	-$30,349	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$327,129	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	327129	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

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (3 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	Current Year ExpenseCurrentYearExpense
OFFICE FURNITURE	2006-05-19	3473	2698	M7	310
OFFICE FURNITURE	2006-06-29	1151	894	M7	103
FILE CABINET	2011-05-31	339		M7	48

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMERCIAL METALS CO	NameOfStock
EOY Book Value	9521	EOYBookValue
EOYFMV	2074500	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (11 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
STATE OF ISRAEL BONDS	AT COST	250000	250000
AMERICAN ISRAEL PAPER MILLS, L	AT COST	25223	2365
DAVIDSON KEMPNER INSTITUTIONAL	AT COST	1322799	1482832
ELLIOTT INTERNATIONAL PARTNERS	AT COST	1930000	3698230
SENTINEL CAPITAL INVESTORS III	AT COST	144264	183731
PALOMA INTERNATIONAL LIMITED	AT COST	434905	845483
SENECA INTERNATIONAL	AT COST	750000	817189
HIGHBRIDGE CAPITAL CORP	AT COST	786992	554700
TRIDENT IV, LP	AT COST	647727	980023
SENTINEL CAPITAL INVESTORS IV	AT COST	323475	426899
REGIS - CHARLES SCHWAB	AT COST	9711747	9608774

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (9 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE SUPPORT	35384	3538	31846
ASSET MANAGEMENT FEES	162331	162331
OFFICE EXPENSES	1435	431	1004
INSURANCE	1770		1770
PAYROLL SERVICE FEES	4	1	3
UTILITIES & TELEPHONE	2386	12	2374
MISCELLANEOUS	128		128
U.S. TREASURY PAYROLL REFUND	-102	-31	-71
WORKERS COMPENSATION REFUND	-341	-102	-239

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS	-18580	-18580
SENTINEL CAPITAL PARTNERS III, LP	-137	-137
SENTINEL CAPITAL PARTNERS IV-A, LP	-8349	-8349
TRIDENT IV, LP	-9536	-9536
U.S. TREASURY REFUNDS	6253

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL TAX PAYMENTS	$4,500
FOREIGN TAXES	$4,686	4686

THE@MOSES FELDMAN FAMILY 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 (9 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (11 entries)

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (9 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments