Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
I WALDBAUM FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address) 16519 IRONWOOD DRIVE  
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DELRAY BEACH, FL33445
A Employer identification number

13-6145916
B Telephone number (see instructions)

(561) 499-6519
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,091,635J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 16,078 16,078  
4 Dividends and interest from securities...... 131,496 131,496  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 458,322
b Gross sales price for all assets on line 6a 1,160,177
7 Capital gain net income (from Part IV, line 2).... 458,322
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances .......  
b Less: Cost of goods sold...  
c Gross profit or (loss) (attach schedule)......    
11 Other income (attach schedule)........ Click to see attachment 2,564 2,564  
12 Total. Add lines 1 through 11......... 608,460 608,460  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 0   40,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,000 17,000   0
c Other professional fees (attach schedule).... Click to see attachment 55,574 45,574   10,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,594 7,594   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 102,055 101,682   373
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 222,223 171,850   50,373
25 Contributions, gifts, grants paid........ 762,393 762,393
26 Total expenses and disbursements. Add lines 24 and 25 984,616 171,850   812,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -376,156
b Net investment income (if negative, enter -0-) 436,610
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Page 2
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 267,652 94,115 94,115
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,474,329 Click to see attachment1,520,416 2,185,228
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,541,714 Click to see attachment5,057,651 7,081,418
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment495,517 Click to see attachment730,874 Click to see attachment730,874
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,779,212 7,403,056 10,091,635
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 7,779,212 7,403,056
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,779,212 7,403,056
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,779,212 7,403,056
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,779,212
2 Enter amount from Part I, line 27a..................... 2 -376,156
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 7,403,056
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,403,056
Form 990-PF (2013)
Page 3
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 25 SHS CELGENE CORP COM P 2011-09-13 2013-01-08
b 50 SHS AMPHENOL CORP NEW CL A P 2009-07-07 2013-01-15
c 50 SHS YUM BRANDS INC COM P 2009-08-06 2013-01-25
d 85 SHS YUM BRANDS INC COM P 2009-08-21 2013-01-25
e 90 SHS YUM BRANDS INC COM P 2013-02-05 2013-04-02
35 SHS AMPHENOL CORP NEW CL A P 2009-07-07 2013-04-05
10 SHS YUM BRANDS INC COM P 2013-02-05 2013-04-15
50 SHS YUM BRANDS INC COM P 2009-08-21 2013-04-15
70 SHS CELGENE CORP COM P 2011-09-13 2013-04-22
25 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2012-03-13 2013-05-21
35 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2012-05-29 2013-05-21
60 SHS AMPHENOL CORP NEW CL A P 2009-07-07 2013-05-21
65 SHS ANSYS INC COM P 2009-11-06 2013-05-21
10 SHS APPLE INC COM P 2010-08-27 2013-05-21
1 SHS APPLE INC COM P 2010-05-21 2013-05-21
40 SHS CELGENE CORP COM P 2011-09-13 2013-05-21
80 SHS EXPRESS SCRIPTS HOLDING CO P 2013-04-05 2013-05-21
70 SHS INTERCONTINENTALEXCHANGE INC P 2009-10-28 2013-05-21
9 SHS MASTERCARD INC CL A P 2008-08-15 2013-05-21
50 SHS PRAXAIR INC COM P 2008-11-12 2013-05-21
25 SHS RALPH LAUREN CORP CL A P 2008-04-08 2013-05-21
250 SHS SCHWAB CHARLES CORP NEW COM P 2006-10-19 2013-05-21
25 SHS V F CORP COM P 2013-04-30 2013-05-21
15 SHS ANSYS INC COM P 2009-11-06 2013-05-22
5 SHS INTERCONTINENTALEXCHANGE INC P 2009-10-28 2013-05-22
50 SHS INTERCONTINENTALEXCHANGE INC P 2009-10-29 2013-06-04
2 SHS MASTERCARD INC CL A P 2008-08-15 2013-06-04
100 SHS INTERCONTINENTALEXCHANGE INC P 2009-10-29 2013-06-11
65 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2012-05-29 2013-06-20
60 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2012-07-12 2013-06-20
130 SHS AMPHENOL CORP NEW CL A P 2009-07-07 2013-06-20
85 SHS ANSYS INC COM P 2009-11-06 2013-06-20
12 SHS APPLE INC COM P 2010-05-21 2013-06-20
65 SHS CELGENE CORP COM P 2011-09-13 2013-06-20
50 SHS COVIDIEN PLC SHS P 2013-05-01 2013-06-20
50 SHS ECOLAB INC COM P 2013-06-04 2013-06-20
75 SHS EXPRESS SCRIPTS HOLDING CO P 2013-04-05 2013-06-20
125 SHS EXPRESS SCRIPTS HOLDING CO P 2012-05-29 2013-06-20
19 SHS MASTERCARD INC CL A P 2008-08-15 2013-06-20
125 SHS NETAPP INC COM P 2011-06-10 2013-06-20
50 SHS NETAPP INC COM P 2011-08-05 2013-06-20
50 SHS PRAXAIR INC COM P 2008-11-12 2013-06-20
65 SHS RALPH LAUREN CORP CL A P 2008-04-08 2013-06-20
450 SHS SCHWAB CHARLES CORP NEW COM P 2006-10-19 2013-06-20
25 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-05-22 2013-06-20
150 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-01-30 2013-06-20
25 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-02-14 2013-06-20
5 SHS V F CORP COM P 2013-04-30 2013-06-20
20 SHS V F CORP COM P 2012-10-22 2013-06-20
15 SHS V F CORP COM P 2012-10-02 2013-06-20
25 SHS V F CORP COM P 2012-09-11 2013-06-20
25 SHS V F CORP COM P 2013-01-15 2013-06-20
100 SHS VERISK ANALYTICS INC P 2010-11-05 2013-06-20
50 SHS VERISK ANALYTICS INC P 2010-11-04 2013-06-20
165 SHS YUM BRANDS INC COM P 2009-08-21 2013-06-20
35 SHS PRAXAIR INC COM P 2008-11-12 2013-07-09
9 SHS MALLINCKRODT PLC P 2013-06-04 2013-07-11
16 SHS MALLINCKRODT PLC P 2013-05-01 2013-07-11
3 SHS MASTERCARD INC CL A P 2008-08-15 2013-07-16
45 SHS ANSYS INC COM P 2009-11-06 2013-07-25
15 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2012-07-12 2013-09-19
40 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2011-10-03 2013-09-19
100 SHS EXPRESS SCRIPTS HOLDING CO P 2011-09-13 2013-09-19
10 SHS V F CORP COM P 2013-01-15 2013-09-27
20 SHS ALLERGAN INC COM P 2013-09-19 2013-11-06
50 SHS AMPHENOL CORP NEW CL A P 2009-07-07 2013-11-06
30 SHS ANSYS INC COM P 2009-11-06 2013-11-06
8 SHS APPLE INC COM P 2010-05-21 2013-11-06
25 SHS CELGENE CORP COM P 2011-09-13 2013-11-06
60 SHS COVIDIEN PLC SHS P 2013-05-01 2013-11-06
10 SHS ECOLAB INC COM P 2013-06-04 2013-11-06
25 SHS ECOLAB INC COM P 2013-04-22 2013-11-06
5 SHS MASTERCARD INC CL A P 2008-08-15 2013-11-06
50 SHS NETAPP INC COM P 2011-08-05 2013-11-06
15 SHS PRAXAIR INC COM P 2008-11-12 2013-11-06
10 SHS PRAXAIR INC COM P 2008-11-13 2013-11-06
15 SHS PRECISION CASTPARTS CORP COM P 2013-06-11 2013-11-06
35 SHS RALPH LAUREN CORP CL A P 2008-04-08 2013-11-06
225 SHS SCHWAB CHARLES CORP NEW COM P 2006-10-19 2013-11-06
90 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-10-30 2013-11-06
30 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-02-14 2013-11-06
5 SHS V F CORP COM P 2013-01-15 2013-11-06
20 SHS V F CORP COM P 2013-02-07 2013-11-06
50 SHS VERISK ANALYTICS INC P 2010-11-04 2013-11-06
25 SHS YUM BRANDS INC COM P 2013-07-16 2013-11-06
25 SHS YUM BRANDS INC COM P 2009-08-21 2013-11-06
60 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2011-10-03 2013-11-06
75 SHS EXPRESS SCRIPTS HOLDING CO P 2011-09-13 2013-11-06
25 SHS EXPRESS SCRIPTS HOLDING CO P 2011-09-13 2013-11-12
175 SHS EXPRESS SCRIPTS HOLDING CO P 2011-09-21 2013-12-05
30 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2011-10-03 2013-12-18
10 SHS ALLERGAN INC COM P 2013-09-19 2013-12-18
35 SHS AMPHENOL CORP NEW CL A P 2009-06-30 2013-12-18
25 SHS ANSYS INC COM P 2009-11-06 2013-12-18
5 SHS APPLE INC COM P 2010-05-21 2013-12-18
20 SHS CELGENE CORP COM P 2011-09-13 2013-12-18
40 SHS COVIDIEN PLC SHS P 2013-05-01 2013-12-18
25 SHS ECOLAB INC COM P 2013-12-05 2013-12-18
4 SHS MASTERCARD INC CL A P 2008-08-15 2013-12-18
40 SHS NETAPP INC COM P 2011-08-05 2013-12-18
15 SHS PRAXAIR INC COM P 2008-11-13 2013-12-18
10 SHS PRECISION CASTPARTS CORP COM P 2013-06-11 2013-12-18
15 SHS RALPH LAUREN CORP CL A P 2013-11-12 2013-12-18
5 SHS RALPH LAUREN CORP CL A P 2008-04-08 2013-12-18
150 SHS SCHWAB CHARLES CORP NEW COM P 2006-10-19 2013-12-18
70 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-02-14 2013-12-18
20 SHS V F CORP COM P 2013-02-07 2013-12-18
50 SHS VERISK ANALYTICS INC P 2010-11-04 2013-12-18
25 SHS YUM BRANDS INC COM P 2009-08-21 2013-12-18
25 SHS ZOETIS INC CL A P 2013-12-05 2013-12-18
50 SHS ACCENTURE PLC IRELAND SHS CLASS A P 2011-10-03 2013-12-23
20 SHS ALLERGAN INC COM P 2013-09-19 2013-12-23
55 SHS AMPHENOL CORP NEW CL A P 2009-06-30 2013-12-23
20 SHS ANSYS INC COM P 2009-11-06 2013-12-23
9 SHS APPLE INC COM P 2010-05-21 2013-12-23
25 SHS CELGENE CORP COM P 2011-09-13 2013-12-23
25 SHS COVIDIEN PLC SHS P 2013-05-01 2013-12-23
30 SHS COVIDIEN PLC SHS P 2013-07-09 2013-12-23
10 SHS ECOLAB INC COM P 2013-12-05 2013-12-23
25 SHS ECOLAB INC COM P 2013-04-22 2013-12-23
7 SHS MASTERCARD INC CL A P 2008-08-15 2013-12-23
10 SHS NETAPP INC COM P 2011-08-05 2013-12-23
40 SHS NETAPP INC COM P 2011-08-19 2013-12-23
25 SHS PRAXAIR INC COM P 2008-11-13 2013-12-23
16 SHS PRECISION CASTPARTS CORP COM P 2013-06-11 2013-12-23
30 SHS RALPH LAUREN CORP CL A P 2008-04-08 2013-12-23
125 SHS SCHWAB CHARLES CORP NEW COM P 2006-10-19 2013-12-23
100 SHS SCHWAB CHARLES CORP NEW COM P 2008-11-12 2013-12-23
50 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2013-02-14 2013-12-23
60 SHS SENSATA TECHNOLOGIES HLDG BV A SHS P 2012-12-12 2013-12-23
5 SHS V F CORP COM P 2013-02-07 2013-12-23
20 SHS V F CORP COM P 2012-07-31 2013-12-23
65 SHS VERISK ANALYTICS INC P 2010-11-04 2013-12-23
50 SHS YUM BRANDS INC COM P 2009-08-21 2013-12-23
65 SHS ZOETIS INC CL A P 2013-12-05 2013-12-23
820 SHS H J HEINZ CO P 2012-12-19 2013-04-01
100 SHS 3M CO COM P 2012-08-15 2013-07-09
85 SHS 3M CO COM P 2012-08-08 2013-07-09
40 SHS 3M CO COM P 2012-01-05 2013-07-09
210 SHS 3M CO COM P 2011-09-07 2013-07-09
85 SHS 3M CO COM P 2011-10-11 2013-07-09
5 SHS GENUINE PARTS CO COM P 2012-08-08 2013-07-15
205 SHS SOUTHERN CO COM P 2012-08-08 2013-09-20
210 SHS SOUTHERN CO COM P 2012-08-15 2013-09-20
95 SHS SOUTHERN CO COM P 2012-01-05 2013-09-20
80 SHS SOUTHERN CO COM P 2011-10-11 2013-09-20
340 SHS SOUTHERN CO COM P 2013-09-06 2013-09-20
270 SHS SOUTHERN CO COM P 2011-07-05 2013-09-20
175 SHS SOUTHERN CO COM P 2011-07-01 2013-09-20
120 SHS AT&T INC COM P 2012-08-08 2013-09-27
260 SHS AT&T INC COM P 2012-08-15 2013-09-27
410 SHS AT&T INC COM P 2013-09-06 2013-09-27
340 SHS AT&T INC COM P 2011-07-05 2013-09-27
230 SHS AT&T INC COM P 2011-07-01 2013-09-27
140 SHS AT&T INC COM P 2012-01-05 2013-09-27
210 SHS AT&T INC COM P 2011-10-11 2013-09-27
30 SHS EMERSON ELEC CO COM P 2013-09-06 2013-11-07
160 SHS EMERSON ELEC CO COM P 2012-08-15 2013-11-07
450 SHS EMERSON ELEC CO COM P 2011-11-03 2013-11-07
190 SHS EMERSON ELEC CO COM P 2012-08-08 2013-11-07
135 SHS EMERSON ELEC CO COM P 2012-01-05 2013-11-07
CAPITAL ONE NATL ASSN VA 4.500% DUE 05-28-13 P 2008-05-22 2013-05-28
FLI PARTNERS FUND LP-ST P 2012-12-31 2012-12-31
FLI PARTNERS FUND LP-LT P 2012-01-01 2012-12-31
FLI VALUE FUND LP-ST P 2012-12-31 2012-12-31
FLI VALUE FUND LP-LT P 2013-01-01 2013-12-31
FLI GROWTH FUND LP-ST P 2013-12-31 2013-12-31
FLI GROWTH FUND LP-LT P 2013-01-01 2013-12-31
FLI SELECT EQUITY FUND LP-ST P 2013-12-31 2013-12-31
FLI SELECT EQUITY FUND LP-LT P 2013-01-01 2013-12-31
FLI SS EQUITY FUND-ST P 2013-12-31 2013-12-31
FLI SS EQUITY FUND-LT P 2013-01-01 2013-12-31
STERLING STAMOS CLASS A-11-04 L/T P 2007-07-31 2013-01-01
STERLING STAMOS CLASS A-04-08 L/T P 2008-04-01 2013-01-01
STERLING STAMOS CLASS A-11-04 L/T P 2007-07-31 2013-04-01
STERLING STAMOS CLASS A-04-08 L/T P 2008-04-01 2013-04-01
STERLING STAMOS CLASS A-11-04 L/T P 2007-07-31 2013-07-01
STERLING STAMOS CLASS A-04-08 L/T P 2008-04-01 2013-07-01
STERLING STAMOS CLASS A-11-04 L/T P 2007-07-31 2013-10-01
STERLING STAMOS CLASS A-04-08 L/T P 2008-04-01 2013-10-01
STERLING STAMOS CLASS P1-02-11B LT P 2011-02-01 2013-07-01
STERLING STAMOS CLASS P1-03-11A LT P 2012-01-01 2013-07-01
STERLING STAMOS CLASS P1-03-11B LT P 2002-01-01 2013-07-02
STERLING STAMOS CLASS P1-03-11A L/T P 2002-01-01 2013-12-31
STERLING STAMOS CLASS P1-03-11B LT P 2002-01-01 2013-12-31
STERLING STAMOS CLASS P1-05-11A LT P 2002-01-01 2013-12-31
STERLING STAMOS CLASS P1-05-11B LT P 2012-01-01 2013-12-31
FLI SS EQUITY FUND-AT DISPOSITION P   2013-12-31
FLI PARTNERS FUND LP-LT P   2013-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,215   1,519 696
b 3,385   1,581 1,804
c 3,236   1,802 1,434
d 5,502   3,049 2,453
e 6,272   5,564 708
2,504   1,107 1,397
663   618 45
3,315   1,794 1,521
8,852   4,253 4,599
2,062   1,560 502
2,887   2,041 846
4,861   1,897 2,964
4,886   2,670 2,216
4,351   2,409 1,942
435   239 196
4,907   2,430 2,477
4,888   4,549 339
12,379   7,181 5,198
5,260   2,145 3,115
5,773   2,878 2,895
4,690   1,495 3,195
4,782   4,174 608
4,580   4,438 142
1,106   616 490
853   513 340
8,323   5,082 3,241
1,134   477 657
17,169   10,164 7,005
5,251   3,790 1,461
4,847   3,442 1,405
10,025   4,111 5,914
6,252   3,491 2,761
5,086   2,874 2,212
7,520   3,949 3,571
3,100   3,213 -113
4,225   4,282 -57
4,633   4,265 368
7,721   6,665 1,056
11,040   4,529 6,511
4,803   6,170 -1,367
1,921   2,091 -170
5,915   2,878 3,037
11,333   3,887 7,446
9,154   7,514 1,640
885   911 -26
5,312   5,011 301
885   827 58
950   888 62
3,800   3,227 573
2,850   2,412 438
4,750   3,878 872
4,750   3,854 896
5,793   3,056 2,737
2,896   1,526 1,370
11,553   5,919 5,634
4,081   2,015 2,066
377   433 -56
671   726 -55
1,767   715 1,052
3,565   1,848 1,717
1,163   860 303
3,101   2,120 981
6,225   4,400 1,825
1,973   1,541 432
1,768   1,818 -50
4,015   1,581 2,434
2,622   1,232 1,390
4,143   1,916 2,227
3,660   1,519 2,141
3,881   3,508 373
1,058   856 202
2,646   2,077 569
3,655   1,192 2,463
1,910   2,091 -181
1,883   864 1,019
1,255   567 688
3,768   3,296 472
6,212   2,093 4,119
5,158   3,757 1,401
3,355   3,438 -83
1,118   992 126
1,104   771 333
4,418   3,063 1,355
3,100   1,526 1,574
1,749   1,798 -49
1,749   897 852
4,495   3,180 1,315
4,782   3,300 1,482
1,611   1,100 511
11,673   7,294 4,379
2,237   1,590 647
980   909 71
2,985   1,104 1,881
2,110   1,027 1,083
2,697   1,197 1,500
3,166   1,215 1,951
2,632   2,339 293
2,549   2,593 -44
3,163   954 2,209
1,562   1,672 -110
1,863   851 1,012
2,572   2,198 374
2,594   2,592 2
865   299 566
3,711   2,505 1,206
2,595   2,315 280
4,688   3,063 1,625
3,241   1,526 1,715
1,788   897 891
787   789 -2
4,029   2,650 1,379
2,158   1,818 340
4,824   1,735 3,089
1,747   821 926
5,082   2,155 2,927
4,186   1,519 2,667
1,671   1,462 209
2,005   1,753 252
1,037   1,037 0
2,594   2,077 517
5,699   1,669 4,030
403   418 -15
1,612   1,443 169
3,185   1,418 1,767
4,278   3,516 762
5,255   1,794 3,461
3,200   2,087 1,113
2,560   1,655 905
1,905   1,654 251
2,286   1,798 488
300   191 109
1,201   747 454
4,284   1,983 2,301
3,681   1,794 1,887
2,086   2,052 34
59,212   48,559 10,653
11,304   9,271 2,033
9,609   7,800 1,809
4,522   3,346 1,176
23,739   16,692 7,047
9,609   6,492 3,117
423   323 100
8,554   9,620 -1,066
8,762   9,771 -1,009
3,964   4,278 -314
3,338   3,419 -81
14,186   14,069 117
11,266   10,985 281
7,302   7,111 191
4,067   4,476 -409
8,813   9,667 -854
13,897   13,693 204
11,525   10,774 751
7,796   7,265 531
4,745   4,259 486
7,118   6,056 1,062
2,000   1,858 142
10,666   8,256 2,410
29,997   22,691 7,306
12,666   9,498 3,168
8,999   6,438 2,561
60,000   60,000 0
      -118,303
      78,034
      7,723
      45,719
      8,428
      77,748
      2,313
      51,811
      13,910
      67,105
14,686   16,927 -2,241
2,199   2,400 -201
22,719   26,099 -3,380
3,404   3,702 -298
23,465   27,026 -3,561
3,516   3,834 -318
20,722   23,494 -2,772
3,104   3,332 -228
34,297   32,357 1,940
57,141   54,243 2,898
8,562   8,125 437
38,642   36,231 2,411
5,790   5,427 363
50,966   48,150 2,816
4,601   4,348 253
      661
      -4,472
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       696
b       1,804
c       1,434
d       2,453
e       708
      1,397
      45
      1,521
      4,599
      502
      846
      2,964
      2,216
      1,942
      196
      2,477
      339
      5,198
      3,115
      2,895
      3,195
      608
      142
      490
      340
      3,241
      657
      7,005
      1,461
      1,405
      5,914
      2,761
      2,212
      3,571
      -113
      -57
      368
      1,056
      6,511
      -1,367
      -170
      3,037
      7,446
      1,640
      -26
      301
      58
      62
      573
      438
      872
      896
      2,737
      1,370
      5,634
      2,066
      -56
      -55
      1,052
      1,717
      303
      981
      1,825
      432
      -50
      2,434
      1,390
      2,227
      2,141
      373
      202
      569
      2,463
      -181
      1,019
      688
      472
      4,119
      1,401
      -83
      126
      333
      1,355
      1,574
      -49
      852
      1,315
      1,482
      511
      4,379
      647
      71
      1,881
      1,083
      1,500
      1,951
      293
      -44
      2,209
      -110
      1,012
      374
      2
      566
      1,206
      280
      1,625
      1,715
      891
      -2
      1,379
      340
      3,089
      926
      2,927
      2,667
      209
      252
      0
      517
      4,030
      -15
      169
      1,767
      762
      3,461
      1,113
      905
      251
      488
      109
      454
      2,301
      1,887
      34
      10,653
      2,033
      1,809
      1,176
      7,047
      3,117
      100
      -1,066
      -1,009
      -314
      -81
      117
      281
      191
      -409
      -854
      204
      751
      531
      486
      1,062
      142
      2,410
      7,306
      3,168
      2,561
      0
      -118,303
      78,034
      7,723
      45,719
      8,428
      77,748
      2,313
      51,811
      13,910
      67,105
      -2,241
      -201
      -3,380
      -298
      -3,561
      -318
      -2,772
      -228
      1,940
      2,898
      437
      2,411
      363
      2,816
      253
      661
      -4,472
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 458,322
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 453,716 8,298,058 0.054677
2011 695,045 8,882,727 0.078247
2010 556,138 8,888,319 0.062570
2009 544,875 8,569,268 0.063585
2008 752,820 11,226,012 0.067060
2 Total of line 1, column (d) ...................... 2 0.326139
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . . 		3 0.065228
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,861,270
5 Multiply line 4 by line 3....................... 5 578,003
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,366
7 Add lines 5 and 6......................... 7 582,369
8 Enter qualifying distributions from Part XII, line 4.............. 8 812,766
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Page 4
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,366
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 4,366
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,366
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 8,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,634
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet6,634 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, FL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNOT APPLICABLE
    14
    The books are in care of bulletJAY FRIEDMAN CO PERELSON WEINER Telephone no.bullet (212) 605-3100
    Located atbulletONE DAG HAMMARSKJOLD PLAZA 42NDFLOORNEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Page 5
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Page 6
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BERNICE WALDBAUM PRESIDENT
    10.00     		0 0 0
    16519 IRONWOOD DRIVE
    DEL RAY BEACH,FL33445
    NANCY WALDBAUM NIMKOFF TREASURER/VP
    10.00     		40,000 0 10,000
    9 MEADOW ROAD
    OLD WESTBURY,NY11568
    RANDIE MALINSKY SECRETARY/VP
    5.00     		0 0 0
    360 EAST 88TH STREET APT 33C
    NEW YORK,NY102184993
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Page 7
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,660,211
    b
    Average of monthly cash balances.......................
    1b
    336,002
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,996,213
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,996,213
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    134,943
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,861,270
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    443,064
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    443,064
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,366
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,366
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    438,698
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    438,698
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    438,698
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    812,766
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    4,366
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    808,400
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Page 8
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 438,698
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008...... 192,379
    b From 2009...... 116,412
    c From 2010...... 114,546
    d From 2011...... 256,919
    e From 2012...... 46,701
    fTotal of lines 3a through e........ 726,957
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 812,766
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2013 distributable amount..... 438,698
    e Remaining amount distributed out of corpus 374,068
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,101,025
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		192,379
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		908,646
    10 Analysis of line 9:
    a Excess from 2009.... 116,412
    b Excess from 2010.... 114,546
    c Excess from 2011.... 256,919
    d Excess from 2012.... 46,701
    e Excess from 2013.... 374,068
    Form 990-PF (2013)
    Page 9
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    dAmounts included in line 2c not used
    directly for active conduct of exempt
    activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BERNICE WALDBAUM
    16519 IRONWOOD DRIVE
    DELRAY BEACH,FL33445
    (561) 499-6519
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC APPLICATION FORMAT
    cAny submission deadlines:
    OCTOBER 31 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2013)
    Page 10
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY
    3363 WEST COMMERCIAL BLVD
    FT LAUDERDALE,FL33309     		NONE PUBLIC CHARITY CHARITABLE 1,000
    AMERICAN CANCER SOCIETY
    3363 WEST COMMERCIAL BLVD
    FT LAUDERDALE,FL33309     		NONE PUBLIC CHARITY CHARITABLE 1,000
    AMERICAN DIABETES FOUNDATION
    1701 N BEAUREGARD STREET
    ALEXANDRIA,VA22311     		NONE PUBLIC CHARITY CHARITABLE 1,500
    ANTI DEFAMATION LEAGUE
    621 NW 53RD STREET
    BOCA RATON,FL33487     		NONE PUBLIC CHARITY CHARITABLE 50,000
    BCCA BELMONT
    2150 HEMPSTEAD TPKE
    ELMONT,NY11003     		NONE PUBLIC CHARITY CHARITABLE 100
    BIRTHRIGHT ISRAEL
    33 EAST 33RD STREET
    NEW YORK,NY10016     		NONE PUBLIC CHARITY CHARITABLE 5,000
    BNAI VAIL
    PO BOX 309
    VAIL,CO81658     		NONE PUBLIC CHARITY CHARITABLE 5,000
    BOCA RATON HOSPITAL
    800 MEADOW ROAD
    BOCA RATON,FL33486     		NONE PUBLIC CHARITY CHARITABLE 25,000
    GLEN OAKS PHILANTROPIC FUND AT JEWISH COMMUNITY
    247 WEST 37TH STREET
    NEW YORK,NY10018     		NONE PUBLIC CHARITY CHARITABLE 500
    HADASSAH
    50 WEST 58TH STREET
    NEW YORK,NY10019     		NONE PUBLIC CHARITY CHARITABLE 1,000
    ISLAND HARVEST FIGHTING HUNGER
    199 SECOND STREET
    MINEOLA,NY11501     		NONE PUBLIC CHARITY CHARITABLE 10,000
    JEWISH FEDERATION OF SPBC
    9901 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		NONE PUBLIC CHARITY CHARITABLE 10,000
    JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027     		NONE PUBLIC CHARITY CHARITABLE 250,000
    MARCH OF DIMES
    515 MADISON AVENUE
    NEW YORK,NY10017     		NONE PUBLIC CHARITY CHARITABLE 500
    MICHAEL J FOX PARKINSONS FOUNDATION
    PO BOX 780
    NEW YORK,NY10008     		NONE PUBLIC CHARITY CHARITABLE 10,000
    SID JACOBSON JCC
    300 FOREST DRIVE
    EAST HILLS,NY11548     		NONE PUBLIC CHARITY CHARITABLE 5,000
    SID JACOBSON JCC
    300 FOREST DRIVE
    EAST HILLS,NY11548     		NONE PUBLIC CHARITY CHARITABLE 1,000
    SID JACOBSON JCC
    300 FOREST DRIVE
    EAST HILLS,NY11548     		NONE PUBLIC CHARITY CHARITABLE 10,000
    TUCSON HEBREW ACADEMY
    3888 E RIVER ROAD
    TUCSON,AZ85718     		NONE PUBLIC CHARITY CHARITABLE 1,800
    TUCSON JEWISH FAMILY SERVICES
    3800 E RIVER ROAD
    TUCSON,AZ85718     		NONE PUBLIC CHARITY CHARITABLE 1,800
    VAIL VALLEY FOUNDATION
    90 BENCHMARK RD
    AVON,CO81620     		NONE PUBLIC CHARITY CHARITABLE 3,500
    YESHIVA OF SOUTH SHORE
    1170 WILLIAM STREET
    HEWLETT,NY11557     		NONE PUBLIC CHARITY CHARITABLE 2,000
    AMERICAN CANCER SOCIETY
    3363 WEST COMMERCIAL BLVD
    FT LAUDERDALE,FL33309     		NONE PUBLIC CHARITY CHARITABLE 1,000
    BOCA RATON HOSPITAL
    800 MEADOW ROAD
    BOCA RATON,FL33486     		NONE PUBLIC CHARITY CHARITABLE 100,000
    FIREFIGHTERS CHARITABLE FOUNDATION
    ONE WEST STREET
    FARMINGDALE,NY11735     		NONE PUBLIC CHARITY CHARITABLE 100
    FLORIDA SHERIFFS ASSN
    2617 MAHAN DRIVE
    TALLAHASSEE,FL32308     		NONE PUBLIC CHARITY CHARITABLE 50
    HADASSAH
    50 WEST 58TH STREET
    NEW YORK,NY10019     		NONE PUBLIC CHARITY CHARITABLE 5,000
    HANDMAKER FOUNDATION
    2221 N ROSEMONTH BLVD
    TUCSON,AZ85712     		NONE PUBLIC CHARITY CHARITABLE 1,800
    HOSPICE BY THE SEA
    1531 W PALMETTO PARK RD
    BOCA RATON,FL33486     		NONE PUBLIC CHARITY CHARITABLE 250
    INTERNATIONAL AGENCY FOR RESEARCH ON CANCER
    150 COURS ALBERT THOMAS
    LYON CEDEX   69372
    FR     		NONE PUBLIC CHARITY CHARITABLE 10,000
    ISRAEL AIR FORCE CENTER FOUNDATION
    120 EL CAMINO DRIVE
    BEVERLY HILLS,CA90212     		NONE PUBLIC CHARITY CHARITABLE 500
    JEWISH FEDERATION OF SPBC
    9901 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		NONE PUBLIC CHARITY CHARITABLE 5,000
    MUSCULAR DYSTROPHY ASSOCIATION
    3300 E SUNRISE DRIVE
    TUCSON,AZ85718     		NONE PUBLIC CHARITY CHARITABLE 100
    NORTH SHORE HOSPITAL
    300 COMMUNITY DRIVE
    MANHASSET,NY11030     		NONE PUBLIC CHARITY CHARITABLE 50,000
    PALM BEACH COUNTY COPS FOR KIDS
    5311 LAKE WORTH ROAD
    LAKE WORTH,FL33463     		NONE PUBLIC CHARITY CHARITABLE 25
    PLAY FOR PINK
    175 EAST 74TH STREET STE 17B
    NEW YORK,NY10021     		NONE PUBLIC CHARITY CHARITABLE 250
    SHALVA
    315 5TH AVENUE 608
    NEW YORK,NY10016     		NONE PUBLIC CHARITY CHARITABLE 10,000
    SID JACOBSON JCC
    300 FOREST DRIVE
    EAST HILLS,NY11548     		NONE PUBLIC CHARITY CHARITABLE 100,000
    SPECIAL OLYMPICS FLORIDA
    1915 DON WICKHAM DRIVE
    CLERMONT,FL34711     		NONE PUBLIC CHARITY CHARITABLE 100
    SPECIAL OLYMPICS FLORIDA
    1915 DON WICKHAM DRIVE
    CLERMONT,FL34711     		NONE PUBLIC CHARITY CHARITABLE 100
    THE PRET FOUNDATION
    853 BROADWAY
    NEW YORK,NY10003     		NONE PUBLIC CHARITY CHARITABLE 1,000
    THE TORAH ACADEMY OF BOCA RATON
    447 SPANISH RIVER BLVD
    BOCA RATON,FL33431     		NONE PUBLIC CHARITY CHARITABLE 1,000
    TUCSON JEWISH COMMUNITY CENTER
    3800 E RIVER ROAD
    TUCSON,AZ85718     		NONE PUBLIC CHARITY CHARITABLE 25,000
    UNITED JEWISH APPEAL
    130 E 59TH STREET
    NEW YORK,NY10022     		NONE PUBLIC CHARITY CHARITABLE 2,000
    UNITING AGAINST LUNG CANCER
    27 UNION SQUARE WEST SUITE 304
    NEW YORK,NY10003     		NONE PUBLIC CHARITY CHARITABLE 25,000
    UNITING AGAINST LUNG CANCER
    27 UNION SQUARE WEST SUITE 304
    NEW YORK,NY10003     		NONE PUBLIC CHARITY CHARITABLE 25,000
    YESHIVA OF SOUTH SHORE
    1170 WILLIAM STREET
    HEWLETT,NY11557     		NONE PUBLIC CHARITY CHARITABLE 3,218
    THE HOLY APOSTLES SOUP KITCHEN
    296 9TH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY CHARITBLE 200
    Total .................................bullet 3a 762,393
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Page 11
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 16,078  
    4 Dividends and interest from securities ....     14 131,496  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property ........          
    bNot debt-financed property.......          
    6 Net rental income or (loss) from personal property          
    7 Other investment income ........     14 2,564  
    8 Gain or (loss) from sales of assets other than
    inventory .............     		    18 458,322  
    9 Net income or (loss) from special events: ...          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 608,460 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13608,460
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Page 12
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet 2014-11-07 Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's nameKEVIN M LEVINE Preparer's Signature   Date2014-11-07 PTIN P01226745
    Firm's namebullet



    Firm's addressbullet


    PERELSON WEINER LLP
     
    ONE DAG HAMMARSKJOLD PLAZA
     
    NEW YORK, NY100172286
         		Firm's EINbullet13-3791592
    Phone no. (212) 605-3100
    Form 990-PF (2013)
    Additional Data


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    Special Condition Description