W F FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: W F FOUNDATION (EIN 36-4189166)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-11
IRS object ID: 201241329349101359
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
Accounting Fees Schedule
Depreciation Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-11T12:41:55-05:00	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	PricewaterhouseCoopers LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	One North Wacker Drive	AddressLine1
City	Chicago	City
State	IL	State
ZIP Code	60606	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	364189166	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WF Foundation	BusinessNameLine1
Business Name Line2	C/O Brian White	BusinessNameLine2

Field	Value	IRS element (for citing)
In Care Of Name	% H BLAIR WHITE	InCareOfName
Name Control	WFFO	NameControl
Phone	3128408595	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 N Michigan Ave	AddressLine1
City	Chicago	City
State	IL	State
ZIP Code	60611	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Brian White	Name
Title	Director	Title
Date Signed	2012-05-03	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Steven W Scheibe	Name
Phone	3122982000	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	2048010	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
Dividends Rev And Expnss	86917	DividendsRevAndExpnss
Dividends Net Invst Incm	86917	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	197757	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1936915	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	197757	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	284674	TotalRevenueAndExpenses
Total Net Investment Income	284674	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss	6730	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	3365	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	15080	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	15080	OtherProfFeesNetInvstIncm
Other Expenses Rev And Expnss	1048	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	22858	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	18445	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	127012	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	127012	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	149870	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	18445	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	127012	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	134804	ExcessOfRevenueOverExpenses
Net Investment Income	266229	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	105241	CashBOY
Cash EOY	1024534	CashEOY
Cash EOYFMV	1024534	CashEOYFMV
Investments Corp Stock BOY	1246614	InvestmentsCorpStockBOY
Investments Corp Stock EOY	255058	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	376900	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	284023	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	502379	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	646576	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1635878	TotalAssetsBOY
Total Assets EOY	1781971	TotalAssetsEOY
Total Assets EOYFMV	2048010	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1635878	RetainedEarningsBOY
Retained Earnings EOY	1781971	RetainedEarningsEOY
Total Net Assets BOY	1635878	TotalNetAssetsBOY
Total Net Assets EOY	1781971	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1635878	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1781971	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1635878	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	134804	ExcessOfRevenueOverExpenses
Other Increases	11289	OtherIncreases
Subtotal	1781971	Subtotal
Total Net Assets Fund Balances EOY	1781971	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	197757	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	155875	QualifyingDistributionsYear1
Noncharitable Assets Year1	1889843	NoncharitableAssetsYear1
Distribution Ratio Year1	0.08248	DistributionRatioYear1
Qualifying Distributions Year2	34766	QualifyingDistributionsYear2
Noncharitable Assets Year2	1668510	NoncharitableAssetsYear2
Distribution Ratio Year2	0.020837	DistributionRatioYear2
Qualifying Distributions Year3	61598	QualifyingDistributionsYear3
Noncharitable Assets Year3	1976000	NoncharitableAssetsYear3
Distribution Ratio Year3	0.031173	DistributionRatioYear3
Qualifying Distributions Year4	82938	QualifyingDistributionsYear4
Noncharitable Assets Year4	2117734	NoncharitableAssetsYear4
Distribution Ratio Year4	0.039164	DistributionRatioYear4
Qualifying Distributions Year5	36941	QualifyingDistributionsYear5
Noncharitable Assets Year5	1540607	NoncharitableAssetsYear5
Distribution Ratio Year5	0.023978	DistributionRatioYear5
Total Distribution Ratio	0.197632	TotalDistributionRatio
Average Distribution Ratio	0.039526	AverageDistributionRatio
Net Noncharitable Assets	2071841	NetNoncharitableAssets
Adjusted Noncharitable Assets	81892	AdjustedNoncharitableAssets
One Percent Net Investment Income	2662	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	84554	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	127012	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2662	InvestmentIncomeExciseTax
Subtotal	2662	Subtotal
Tax Based On Investment Income	2662	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1072	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1072	TotalCreditsAndPayments
Tax Due	1590	TaxDue

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
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	H BLAIR WHITE	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3128534106	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	NO 6 REGENT WOOD	AddressLine1
City	Northfield	City
State	IL	State
ZIP Code	60093	ZIPCode

Field	Value	IRS element (for citing)
Tax Exempt Interest Received	0	TaxExemptInterestReceived
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (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
H Blair White
No 6 Regent Wood	Northfield	IL	60093	Pres., treasurer and director	1.0	0	0	0
Joan V White
No 6 Regent Wood	Northfield	IL	60093	VP, secretary and director	1.0	0	0	0
Blair W White
50 LA Cuesta Drive	Greenbrae	CA	94904	Director	1.0	0	0	0
Brian J White
1904 N Sedgwick	Chicago	IL	60614	Director	1.0	0	0	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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

Sum Of Program Related Investments SumOfProgramRelatedInvestments

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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1603666	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	404987	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	94739	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2103392	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2103392	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	31551	CashDeemedCharitable
Net Noncharitable Assets	2071841	NetNoncharitableAssets
Minimum Investment Return	103592	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	103592	MinimumInvestmentReturn
Tax Based On Investment Income	2662	TaxBasedOnInvestmentIncome
Total Tax	2662	TotalTax
Distributable Amount Before Adj	100930	DistributableAmountBeforeAdj
Distributable Amount Before Ded	100930	DistributableAmountBeforeDed
Distributable Amount As Adjusted	100930	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	127012	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	127012	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2662	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	124350	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	100930	DistributableAmountAsAdjusted
Undistributed Income Prior Year	80775	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Qualifying Distributions	127012	QualifyingDistributions
Applied To Year1	80775	AppliedToYear1
Applied To Current Year	46237	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Total Corpus	0	TotalCorpus
Undistributed Income CY	54693	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Current Year	0	ExcessFromCurrentYear

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

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
Boys and Girls Club of America
1275 Peachtree Street NE	Atlanta	GA	30309	none	To further the mission of the donee	$500
Chicago Symphony Orchestra
220 S Michigan AVE	Chicago	IL	60604	NONE	To further the mission of the donee	$8,000
Children's Memorial Hospital
2300 Childrens Plaza	Chicago	IL	60614	none	to further the mission of the donee	$10,000
Evans Scholarship Foundation
One Briar Road	Golf	IL	60029	none	to further the mission of the donee	$500
Faith Temple - Church of God In Christ
po Box 733	Evanston	IL	60204	none	to further the mission of the donee	$3,000
Family Service of Winnetka
992 1/2 Green Bay Rd	Winnetka	IL	60093	none	to further the mission of the donee	$500
Geneva Presbytarian Church
227 East Side Drive	Geneva	IL	60134	none	to further the mission of the donee	$1,000
Good News Partners
1600 W Jonquil Terrace	Chicago	IL	60626	none	to further the mission of the donee	$500
Infant Welfare Society
1600 W Fullerton Ave	Chicago	IL	60647	none	to further the mission of the donee	$150
Lincoln Park Zoological Society
2001 N Clark st	Chicago	IL	60614	none	to further the mission of the donee	$5,000
Lost Tree Chapel
11149 Turtle Beach Road	North Palm Beach	FL	33408	none	to further the mission of the donee	$5,000
Lost Tree Village Charitable Foundation
11555 Lost Tree Way	North Palm Beach	FL	33408	none	to further the mission of the donee	$3,500
Mardy Fish Foundation
9190 Springtime Drive	Vero Beach	FL	32963	none	to further the mission of the donee	$1,500
MD Anderson Cancer Center
The University of Texas MD Anderson	Houston	TX	77030	none	to further the mission of the donee	$2,000	1515 Holcombe Blvd
Metropolitan Family Services
One North Dearborn St 10	Chicago	IL	60602	None	to further the mission of the donee	$10,000
Midwest Palliative and Hospice Carecenter
2050 Claire Court	Glenview	IL	60025	none	to further the mission of the donee	$200
Music Academy for Max Meyer
13270 Millard Ave	Omaha	NE	68137	none	to further the mission of the donee	$500
Northshore Senior Center
161 Northfield Road	Northfield	IL	60093	none	to further the mission of the donee	$800
Northshore University Health System
9600 Gross Point Road	Skokie	IL	60076	none	to further the mission of the donee	$10,000
Northwestern University Leadership Circle
Office of Alumni Relations Developm	Evanston	IL	60208	none	to further the mission of the donee	$1,000	2020 Ridge Ave
Old Elm Scholarship Foundation
800 Old Elm Road	Highland Park	IL	60035	none	to further the mission of the donee	$500
Rehibilitation Institute of Chicago
345 E Superior St	Chicago	IL	60611	none	to further the mission of the donee	$5,000
Rush University Medical Center
1653 W Congress Parkway	Chicag	IL	60612	none	to further the mission of the donee	$5,000
Saint Joseph School
1740 Lake Street	Wilmette	IL	60091	none	to further the mission of the donee	$250
Salvation Army
615 Slaters Lane	Alexandria	VA	22313	none	to further the mission of the donee	$1,000
SCC Educational Foundation
30 S 68th Place	lincoln	NE	68510	none	to further the mission of the donee	$500
Skokie CC Educational Foundation
1500 McDaniel Ave	Evanston	IL	60201	none	to further the mission of the donee	$300
Springboard Foundation
111 East Wacker Drive	Chicago	IL	60601	none	to further the mission of the donee	$5,000
University of Iowa Foundation
1 West Park Road	Iowa City	IA	52244	none	to further the mission of the donee	$40,000
Winnetka Presbytarian Church
1255 Willow Road	Winnetka	IL	60093	none	to further the mission of the donee	$5,000
Working in the Schools
27 East Monroe Street	Chicago	IL	60603	none	to further the mission of the donee	$500
World Vision
PO Box 9716	Fderal Way	WA	980639716	none	to further the mission of the donee	$312

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	127012	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

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$86,917	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	$197,757	ExclusionAmount

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

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$284,674	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	284674	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	SIDLEY FEES	Category
Amount	$6,730	Amount
Net Investment Income	3365	NetInvestmentIncome

Depreciation Schedule DepreciationSchedule

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

NameName	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
CHARLES SCHWAB - ST - SALE OF SECURITIES	1207130	1215118	-7988
CHARLES SCHWAB - LT SALE OF SECURITIES	729785	524040	205745

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CHARLES SCHWAB	NameOfBond
EOY Book Value	502379	EOYBookValue
EOYFMV	646576	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CHARLES SCHWAB	NameOfStock
EOY Book Value	255058	EOYBookValue
EOYFMV	376900	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
IL CHARITY BUREAU REPORT FEE	15
ESTIMATED TAXES	1033

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	OTHER INCREASES	Description
Amount	$11,289	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	MANAGEMENT FEES	Category
Amount	$15,080	Amount
Net Investment Income	15080	NetInvestmentIncome

W F 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

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 (4 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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 (32 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Comments