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Form 990-PF 2012

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Form 990-PF 2012 A • Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947( a)(1) Nonexempt Charitable Trust Treated as a Private Foundation 2012 Department of the Treasury Note The foundation may be able to use a copy of this return to satisfy state reportir For calendar y ear 2012 or tax y ear be g innin g , 2012 , and endin g 20 Name of foundation A Employer Identification number F_M_ KTRRY FOUNDATION. INC. 51-6017929 Number and street ( or P 0 box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions) 17 DEHART STREET (973) 538-4800 PO BOX 151 City or town , state , and ZIP code q C If exemption application is ► pending , check here • • • • • ORRISTOWN, NJ 07963-0151 G Check all that apply Initial return Initial return of a former public charity D 1 Foreign .grganizauons , check here • ► El Final return Amended return 2 Foreign organizations meeting the 85% test , check here and attach Address chan Name chang e g e computation • . • ► H Check type of organization X Section 501(c 3 exempt private foundation E if private foundation status was terminated Section 4947 1 nonexem pt charitable trust Other taxable p rivate foundation ( a )( under section 507(b )(lXA), check here . ► O I Fair market value of all assets at end J Accounting method ' Cash X Accrual - - - - - F If the foundation is in a 60-month termination of year (from Part H, col (c), line Other ( specify) _ _ _ _ - -- -- - under section 507(bx1 )(B), check here . ► 407,893,814. cash 16) ► $ (Part 1, column (d) must be on basis) (d) Disbursements Analysis of Revenue and Expenses (The (a Revenue and ) (b) Net investment (c) Adjusted net for charitable total of amounts in columns (b), (c), and (d) expenses per may not necessarily equal the amounts in income income purposes books column (a) (see instructions ( cash basis only) 16,705. I Contributions dts, grants, etc , received ( attach schedule ) if the foundation is not required to 2 Check ► attach Sch B . 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities • • . 10, 214, 585. 10, 214, 85- E A ' H 1 5a Gross rents . b Net rental income or ( loss) AV I `vli3 65,528. o 6a Net gain or (loss ) from sale of assets not online 10 -5,0 b Gross sales pnce for all 188, 040, 306. ur assets on line 6a (D 7 Capital gain net income ( from Part IV, line 2) , ^9 1 8 Net short-term capital gain . 9 Income modifications . 10 a Gross sales less returns and allowances • • • • b Less Cost of goods sold , c Gross profit or (loss ) ( attach schedule) • , • • 11 Other income ( attach schedule ) ATCH • 2 • 129, 855. 169, 440. 12 Total. Add lines 1 throu g h 11 5, 295, 617. 10,384,025. 13 Compensation of officers, directors, trustees , etc • • 379,733. 189, 867. 18 9 , 8 6 6 N 14 Other employee salaries and wages . 237,786. 118,893. 118,893 15 Pension plans, employee benefits • • • 178 , 471. 89, 236. 89, 235 °Xi 16a Legal fees ( attach schedule ) A.TCH 3 368. 184. 184 b Accounting fees (attach schedule )ATCH • 4 41, 895. 20, 948. 20, 948 c Other professional fees (attach schedule ). * 1, 918 , 7 2 9 . 1, 918 , 7 2 9 . 17 Interest . 123, 977. 23, 036. 23, 036 18 Taxes (attach schedule) ( see instructions )AT.Ctl . r. E 19 Depreciation ( attach schedule) and depletion. Q 20 Occupancy . 21 Travel , conferences , and meetings , • • • • 17,876. 8, 938. 8, 938 22 Printing and publications • , • . 3, 856. 1, 928. 1, 928 23 Other expenses (attach schedule )ATCH .7• 101, 936. 50, 971. 50, 965 24 Total operating and administrative expenses. Add lines 13 through 23 3, 004, 627. 2, 422, 730. 503, 993 25 Contributions , gifts, grants paid . 17, 665,800. 19, 371, 633 26 Total expenses anddisbursements Add lines 24 and 25 20, 670, 427. 2, 422, 730. 19, 875, 626 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -15, 374,810. b Net investment income (if negative, enter -0_; 7, 961, 295. c Ad j usted net income ( if neg ative , enter -0- ) . JsA For Paperwork Reduction Act Notice , see instructions. *A'1'( 5 Form 99U-PF (2012) 2E14101 000 CED11L F505 5/9/2013 3:53:26 PM V 12-4.6F 301222.000 PAGE 2 Fnrm Q40-PF /20121 ' F.M. KIRBY FOUNDATION, INC. 51-6017929 Page.2 ® Attached schedules and amounts in the Beginning of year End of year Balance Sheets description column should be for end-of-year amounts only (See instructions ) ( a) Book Value ( b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing .. .. 107, 033. 1, 277, 199. 1, 277, 199. 2 Savings and temporary cash investments . 1, 233, 873. 216, 924. 216, 924. receivable 3 Accounts ► ----------------------- for doubtful accounts Less allowance ► ------------ Pledges receivable 4 ► ------------------------ Less allowance for doubtful accounts ► ------------- 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) ► - - - _ Less allowance for doubtful accounts ► _____________ 8 Inventories for sale or use W 9 Prepaid expenses and deferred charges . ATCH 133, 960. 56,054. 56,054. 10 a Investments - U S and state government obligations (attach schedule), b Investments - corporate stock (attach schedule ) ATCH 9 302, 217, 825. 271, 418, 021. 294 , 158, 049. c Investments - corporate bonds (attach schedule ) . 11 Investments - land, buildings, ► and equipment basis ------------------ Less accumulated depreciation ► (attach schedu le) ------------------- 12 Investments - mortgage loans . 13 Investments - other ( attach schedule ) , , , , . ATCH 10 93, 542, 097. 107, 085, 738. 111, 274, 987 . 14 Land , buildings, and ► equipment basis ---- -------------- Less accumulated depreciation ► (att ac h sch ed u le) ATCH - 11 ---- ) 823, 120. 910, 601. 910,601, 15 Other assets (describe ► --------_ 16 Total assets ( to be completed by all filers - see the instructions Also, see page 1, item 1) , 398, 057, 908. 380, 964, 537. 407, 893,814. 17 Accounts payable and accrued expenses , , , , , , , , , , , .356,564. 450, 504 . 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 ATCH12 501, 667. 3, 795, 834 23 Total liabilities ( add lines 17 through 22) 858, 231. 4,246,338. Foundations that follow SFAS 117 , check here ► U) and complete lines 24 through 26 and lines 30 and 31. d 0a 24 Unrestricted . 25 Temporarily restricted . 26 Permanently restricted . Foundations that do not follow SFAS 117, ILL check here and complete lines 27 through 31. ► X y 27 Capital stock , trust principal , or current funds , , , , , , , , , 28 Paid-in or capital surplus , or land , bldg , and equipment fund , , , Q 29 Retained earnings, accumulated income, endowment, or other funds d 30 Total net assets or fund balances (see instructions ). 392, 199, 677 . 376, 718, 199. Z 31 Total liabilities and net assets /fund balances (see instructions ) . 398, 057, 908. 380, 964, 537 . Analysis of Chan g es 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) , , , , , , , , , , , , , , , , , , , , , , , , 1 392, 199, 677 2 Enter amount from Part I , line 27a 2 -15,374,810 3 Other increases not included in line 2 ( itemize) 3 ►------------------------------------- 4 Add lines 1 , 2, and 3 4 376, 824, 867 ATCH 13 5 106, 668 5 Decreases not included In line 2 (itemize ) ► 6 Total net assets or fund balances at end of ear line 4 minus Ilne 5 Part F,I column ( b), line 30 . 6 376, 718, 199 Form 990-PF (2012) JSA 2E1420 1 000 CED11L F505 5/9/2013 3:53:26 PM V 12-4.6F 301222.000 PAGE 3 I F.M. KIRBY FOUNDATION, INC. 51-6017929 Form 990-PF (2012) Page 3 Canital Gains and Losses for Tax on Investment Income How (c) Date sold (a) List and describe the kind ( s) of property sold (e g real estate , acqu ired acquired (d) Date P-Purchase (mo , day, yr 2-story brick warehouse , or common stock , 200 shs MLC Co D - Donation (mo , da y, yr ) la SEE PART IV SCHEDULE b c d e (f) Depreciation allowed (g) Cost or other basis ( h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale ( e) plus (f) minus (g) a b c d e Com p lete onl y for assets showin g g ain in column ( h ) and owned by the foundation on 12/31/69 ( I) Gains ( Col (h) gain minus ()) Adj usted basis (k) Excess of col ( i) col ( k), but less than -0-) or (i) F M V as of 12/31/69 as of 12/31/69 over col 0), if any Losses (from col (h)) a b c d e If gain , also enter in Part I, line 7 2 Capital gain net income or ( net capital loss) { If (loss ), enter -0- in Part I , line 7 } 2 -5,065,528. 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 l Part I, line 8 J 3 0 FUMIM 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? q Yes No If "Yes," the foundation does not qualify under section 4940(e).
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