Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
RUTLEDGE CHARITABLE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)711 MANGROVE POINT RD   Room/suite
City or town, state, and ZIP code
SARASOTA, FL34242
A Employer identification number

65-0946333
B Telephone number (see page 10 of the instructions)

(941) 373-9550
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,104,912
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
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 page 11 of the 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      
4 Dividends and interest from securities...... 33,462 33,462  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,979
b Gross sales price for all assets on line 6a 280,973
7 Capital gain net income (from Part IV, line 2)... 7,979
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)....... 747 747  
12 Total. Add lines 1 through 11........ 42,188 42,188  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,000 14,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,420 1,420   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 325 325   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,649 11,649   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,394 27,394   0
25 Contributions, gifts, grants paid........ 36,986 36,986
26 Total expenses and disbursements. Add lines 24 and 25 64,380 27,394   36,986
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,192
b Net investment income (if negative, enter -0-) 14,794
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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.......... 16,707 9,343 9,343
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 page 15 of the
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) 75,517 Click to see attachment50,000 53,173
b Investments—corporate stock (attach schedule)........ 634,184 Click to see attachment644,633 806,885
c Investments—corporate bonds (attach schedule)........ 227,469 Click to see attachment227,469 235,511
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 953,877 931,445 1,104,912
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.................... 953,877 931,445
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 953,877 931,445
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 953,877 931,445
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)............... 1 953,877
2 Enter amount from Part I, line 27a...................... 2 -22,192
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 931,685
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 240
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 931,445
Form 990-PF (2010)
Form 990-PF (2010)
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 ALBERMARLE CORP P 2009-05-08 2010-01-28
b AFLAC INC P 2009-05-08 2010-01-28
c ALLERGAN INC P 2009-05-15 2010-04-09
d BANK OF MONTREAL P 2009-10-14 2010-04-09
e BARD C R INC P 2009-05-15 2010-04-09
BOEING CO P 2009-05-15 2010-01-28
CROWN CASTLE INTL P 2009-05-15 2010-04-09
CHEVRON CORP P 2009-05-15 2010-04-09
CLOROX CO DEL P 2009-05-15 2010-04-09
FEDERATED INVESTRS B P 2009-05-08 2010-01-28
FRONTIER COMMUNICATIONS P 2010-01-28 2010-08-26
ISHS MSCI AUSTRALIA P 2009-07-29 2010-04-09
ISHS MSCI CDA INDX P 2009-07-29 2010-04-09
ISHS MSC EMERGING P 2009-07-29 2010-04-09
WISDOMTREE EMERGING P 2010-01-28 2010-04-09
WISDOMTREE EMERGING MKT P 2010-01-28 2010-04-09
SPDR MSCI ACWI P 2009-07-29 2010-05-14
VANGUARD INTL EQUITY P 2010-01-28 2010-04-09
GEN PROBE INC DEL P 2009-05-07 2010-04-09
GENL DYNAMICS P 2009-05-15 2010-04-09
GOODYEAR TIRE P 2009-05-15 2010-05-14
ISHS MSCI BRAZIL P 2009-07-29 2010-04-09
JP MORGAN P 2009-05-15 2010-04-09
MERCK & CO P 2009-05-15 2010-04-09
MCDONALDS CORP P 2009-05-08 2010-01-28
NORTHEAST UTILITIES P 2009-05-15 2010-04-09
NORTHROP GRUMMAN P 2009-05-15 2010-04-09
PETSMART INC P 2009-05-15 2010-04-09
QUEST DIAGNOSTICS P 2009-05-15 2010-04-09
RACKSPACE HOSTING P 2009-05-15 2010-04-09
STAPLES P 2009-05-15 2010-04-09
UNDER ARMOUR INC P 2009-05-07 2010-01-28
WESTERN UN P 2009-05-15 2010-05-14
WALMART STORES P 2009-05-15 2010-04-09
WALGREEN CO P 2009-05-15 2010-04-09
WISCONSIN ENERGY P 2009-05-15 2010-04-09
FIRST EAG OVERSEAS I P 2010-01-28 2010-04-09
RS EMERGING MARKETS P 2010-01-28 2010-05-13
RS EMERG MARKETS FD P 2010-01-28 2010-04-09
MATTHEWS INDIA FUND P 2010-01-28 2010-04-09
BANK OF MONTREAL P 2009-10-14 2010-01-28
GEN PROBE IN DE P 2009-05-07 2010-01-28
GOLDMAN SACHS P 2010-04-09 2010-04-30
GAMESTOP CORP NEW P 2009-05-15 2010-05-14
MONSANTO CO NEW P 2010-01-28 2010-06-29
PPL CORP P 2009-05-15 2010-05-05
FEDERAL HOME LN MTG CORP P 2008-08-28 2010-09-23
ABB LTD P 2008-10-31 2010-04-09
AMPHENOL CORP P 2007-03-09 2010-01-28
APTARGROUP INC P 2008-09-16 2010-04-09
BURLINGTON N SNTA P 2007-09-19 2010-02-18
COLGATE PALMOLIVE P 2008-03-06 2010-01-28
DANAHER CORP P 2007-03-19 2010-01-28
FRONTIER COMMUNICATIONS P 2008-11-21 2010-08-26
GENERAL MILLS P 2009-03-18 2010-04-09
GILEAD SCIENCES INC P 2007-03-19 2010-04-09
HEWLETT PACKARD P 2005-03-17 2010-01-28
INTEL CORP P 2007-03-09 2010-01-28
KELLOGG OC P 2007-03-09 2010-01-28
MICROSOFT CORP P 2007-03-09 2010-01-28
NIKE INC CL P 2008-09-16 2010-01-28
ORACLE CORP P 2008-03-06 2010-01-28
PEPSICO P 2007-03-19 2010-04-09
PRAXAIR INC P 2007-03-19 2010-01-28
PROCTER & GAMBLE P 2007-03-09 2010-04-09
QUEST DIAGNOSTICS P 2009-05-15 2010-11-19
SALESFORCE COM P 2007-03-09 2010-09-09
THERMO FISHER P 2007-03-09 2010-01-28
URS CORP NEW P 2008-01-29 2010-05-14
VERIZON COMM P 2008-11-21 2010-08-26
WELLS FARGO P 2009-01-15 2010-01-28
AMERICAN CAMPUS P 2008-01-29 2010-01-28
AT&T P 2007-03-19 2010-01-28
APTARGROUP INC P 2008-09-16 2010-01-28
CVS CAREMARK CORP P 2007-03-19 2010-01-28
CONOCOPHILLIPS P 2007-03-19 2010-04-09
CISCO SYSTEMS P 2007-12-13 2010-11-22
EXXON MOBIL P 2007-03-19 2010-01-28
FEDERATED INVESTRS B P 2009-05-08 2010-05-14
GENERAL ELECTRIC P 2007-03-19 2010-01-28
GILEAD SCIENCES INC P 2007-10-01 2010-08-26
INTL BUSINESS MACHINES P 2008-07-24 2010-04-09
KELLOGG CO P 2007-09-19 2010-11-19
MONSANTO CO NEW P 2009-05-15 2010-06-29
PG&E P 2007-03-09 2010-01-28
PEPSICO P 2007-03-19 2010-01-28
PFIZER INC P 2008-03-06 2010-04-09
PROCTER & GAMBLE P 2007-03-09 2010-01-28
ROCHE HLDG LTD P 2007-03-19 2010-04-09
STAPLES P 2009-05-15 2010-08-25
BERKSHIRE HATHAWAY P 2010-02-23 2010-02-23
FRONTIER COMMUNICATIONS P 2010-07-16 2010-07-16
CAPITAL GAINS DIVIDENDS P    
(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 7,539   5,596 1,943
b 3,734   2,677 1,057
c 253   182 71
d 793   662 131
e 424   354 70
2,138   1,416 722
412   241 171
1,033   854 179
634   511 123
3,852   3,490 362
31   30 1
867   630 237
771   623 148
480   383 97
781   701 80
698   632 66
8,891   8,323 568
882   803 79
239   220 19
1,017   770 247
2,552   2,205 347
675   503 172
502   386 116
885   609 276
1,696   1,423 273
526   391 135
396   288 108
227   154 73
232   201 31
2,801   1,290 1,511
194   154 40
6,246   5,779 467
4,459   4,376 83
495   434 61
258   209 49
945   709 236
777   726 51
12,344   11,679 665
730   644 86
585   502 83
1,344   1,375 -31
5,275   5,356 -81
6,732   8,218 -1,486
1,794   2,169 -375
490   735 -245
5,207   6,568 -1,361
25,000   25,516 -516
1,648   1,065 583
1,861   1,457 404
408   405 3
907     907
8,391   7,883 508
5,244   5,074 170
638   607 31
778   538 240
594   454 140
14,027   6,012 8,015
758   668 90
2,000   1,875 125
2,200   2,023 177
1,141   1,030 111
6,574   5,316 1,258
530   504 26
1,131   856 275
626   621 5
4,206   4,177 29
7,603   2,956 4,647
2,479   2,345 134
9,184   8,388 796
2,705   2,432 273
3,659   2,584 1,075
4,113   4,674 -561
5,793   8,506 -2,713
108   122 -14
17,664   20,251 -2,587
829   981 -152
10,695   15,349 -4,654
4,930   5,300 -370
5,848   6,006 -158
2,360   4,889 -2,529
9,205   11,388 -2,183
767   781 -14
9,458   10,262 -804
2,177   4,136 -1,959
1,068   1,156 -88
3,471   3,652 -181
1,000   1,256 -256
310   311 -1
895   960 -65
1,930   2,042 -112
33     33
4   5 -1
187     187
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       1,943
b       1,057
c       71
d       131
e       70
      722
      171
      179
      123
      362
      1
      237
      148
      97
      80
      66
      568
      79
      19
      247
      347
      172
      116
      276
      273
      135
      108
      73
      31
      1,511
      40
      467
      83
      61
      49
      236
      51
      665
      86
      83
      -31
      -81
      -1,486
      -375
      -245
      -1,361
      -516
      583
      404
      3
      907
      508
      170
      31
      240
      140
      8,015
      90
      125
      177
      111
      1,258
      26
      275
      5
      29
      4,647
      134
      796
      273
      1,075
      -561
      -2,713
      -14
      -2,587
      -152
      -4,654
      -370
      -158
      -2,529
      -2,183
      -14
      -804
      -1,959
      -88
      -181
      -256
      -1
      -65
      -112
      33
      -1
      187
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 7,979
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 pages 13 and 17 of the 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))
2009 29,750 925,514 0.032144
2008 70,000 1,153,703 0.060674
2007 70,000 1,368,664 0.051145
2006 60,000 1,217,355 0.049287
2005 60,000 1,272,295 0.047159
2 Total of line 1, column (d) ...................... 2 0.240409
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 0.048082
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,024,762
5 Multiply line 4 by line 3....................... 5 49,273
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 148
7 Add lines 5 and 6......................... 7 49,421
8 Enter qualifying distributions from Part XII, line 4.............. 8 36,986
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
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 1 296
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............................ 3 296
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- ..... 5 296
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 9 296
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
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
     
    No
    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 page 19 of the
    instructions)bulletFL
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? 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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES C RUTLEDGE Telephone no.bullet (941) 373-9550
    Located atbullet711 MANGROVE POINT ROADSARASOTAFL ZIP+4bullet342421231
    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 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the 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 (2010)
    Form 990-PF (2010)
    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 2010?.............
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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 page 20 of the 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 2010 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 2010.)....................
    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 2010?
    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 page 22 of the 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 page 22 of the 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 (2010)
    Form 990-PF (2010)
    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 page 22 of the 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
    JAMES C RUTLEDGE PRESIDENT
    4.00
    0 0 0
    711 MANGROVE POINT RD
    SARASOTA,FL34242
    AMANDA R SIMMONS DIRECTOR
    4.00
    0 0 0
    4623 KENMORE DRIVE NW
    WASHINGTON,DC20007
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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 page 23 of the 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 N/A 0
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    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 page 24 of the 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
    1,021,049
    b
    Average of monthly cash balances.......................
    1b
    19,319
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,040,368
    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
    1,040,368
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    15,606
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,024,762
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    51,238
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    51,238
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    296
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    296
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    50,942
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    50,942
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    50,942
    Part XII
    Qualifying Distributions (see page 25 of the 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
    36,986
    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
    36,986
    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 page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    36,986
    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 (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 50,942
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008....... 3,812
    e From 2009.......  
    fTotal of lines 3a through e......... 3,812
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 36,986
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 36,986
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 3,812 3,812
    (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 0
    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 page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    10,144
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2010, 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) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts 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 page 27 of the 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 of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    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
    CENTRAL UNION MISSION
    1350 R ST NW
    WASHINGTON,DC20009
        GENERAL 1,000
    GULF GATE CHURCH
    6501 S LOCKWOOD RIDGE ROAD
    SARASOTA,FL34231
        GENERAL 15,000
    RECORDING FOR THE BLIND AND DYSLEXIC
    200 ROSZEL ROAD
    PRINCETON,NJ08540
        GENERAL 243
    SAMARITAN MINISTRY
    1243 PATTERSON AVE
    WINSTON SALEM,NC27101
        GENERAL 1,000
    SARASOTA MEDICAL PREGNANCY CENTER
    1217 EAST AVE SOUTH STE 310
    SARASOTA,FL34239
        GENERAL 4,500
    ST PATRICK'S EPISCOPAL CHURCH
    4700 WHITEHAVEN PARKWAY NW
    WASHINGTON,DC20007
        GENERAL 11,000
    YOUNG LIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901
        GENERAL 1,000
    RESOURCES FOR INNER CITY CHILDREN
    1342 K STREET SE
    WASHINGTON,DC20003
        GENERAL 1,243
    THE WADSWORTH-SULGRAVE
    1801 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
        GENERAL 500
    EASTER SEALS
    233 S WACKER DR ST 2400
    CHICAGO,IL60606
        GENERAL 500
    JUBILEE JOBS
    2712 ONTARIO RD NW
    WASHINGTON,DC20009
        GENERAL 1,000
    Total .................................bullet 3a 36,986
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 33,462  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 747  
    8Gain or (loss) from sales of assets other than inventory     18 7,979  
    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 42,188 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1342,188
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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
    SignHere
    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 Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,420 1,420   0

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BELLSOUTH CORP 25,362 26,062
    GOLDMAN SACHS GROUP 5.3% 24,880 26,160
    HSBC FINANCE CORP 25,689 27,104
    TARGET CORP NOTES 25,571 26,325
    WELLS FARGO & CO 4.875% 24,693 25,019
    HSBC FINANCE CORP 25,461 25,025
    JOHNSON & JOHNSON 25,542 28,451
    VERIZON COMMUNICATIONS 24,713 25,136
    GENERAL ELC CAP CORP 25,558 26,229

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HEWLETT PACKARD CO 3,484 7,241
    AT&T INC 13,566 10,048
    AMPHENOL CORP 8,944 13,195
    BERKSHIRE HATHAWAY 9,488 11,616
    CISCO SYSTEMS INC 0 0
    CONOCOPHILLIPS 11,229 12,599
    CVS CAREMARK CORP 0 0
    DANAHER CORP 8,040 9,623
    EXXON MOBIL CORP 11,311 9,871
    GENERAL ELECTRIC 13,711 9,127
    GILEAD SCIENCES INC 0 0
    INTEL CORP 7,494 8,328
    KELLOGG CO 0 0
    MICROSOFT CORP 10,896 10,662
    PG&E CORP 12,892 13,491
    PEPSICO INC 6,871 7,056
    PRAXAIR INC 8,631 10,597
    PROCTER & GAMBLE CO 10,500 10,293
    ROCHE HLDG LTD 10,415 9,346
    SALESFORCE COM INC 7,804 21,252
    THERMO FISHER SCIENTIFIC INC 12,975 14,449
    WELLS FARGO & CO 7,959 11,931
    ABB LTD 6,712 11,427
    AMERICAN CAMPUS CMNTYS INC 7,967 8,607
    APTARGROUP INC 5,132 6,184
    COLGATE PALMOLIVE 9,778 10,368
    INTL BUSINESS MACHINES CORP 9,326 11,741
    NIKE INC CL B 5,632 7,432
    ORACLE CORP 7,839 12,739
    PFIZER INC DEL 16,195 14,849
    USR CORP NEW 0 0
    VERIZON COMMUNICATIONS 7,870 10,555
    AFLAC INC 6,946 10,835
    ALBERMARLE CORP 3,977 8,088
    ALLERGAN INC 6,407 9,682
    ARES CAPITAL CORP 4,438 10,630
    BANK OF MONTREAL 9,778 11,054
    BARC C R INC 4,037 5,231
    BOEING COMPANY 5,150 7,831
    CROWN CASTLE INTL 4,089 8,196
    CHEVRON CORP 7,888 10,950
    CLOROX CO DEL COM 8,174 10,125
    FEDERATED INVESTRS B 0 0
    GAMESTOPE COR NEW CL A 0 0
    GEN-PROBE INC DELAWARE 4,303 5,718
    GENERAL MILLS 9,618 11,531
    GENL DYNAMICS CORP 5,776 7,451
    GOODYEAR TIRE RUBBER 0 0
    ISHARES MSCI AUSTRALIA 9,861 12,440
    ISHARES MSC BRAZIL FREE INDEX 10,162 12,694
    ISHARES MSCI CDA INDX 10,012 12,834
    ISHARES MSCI EMERGING 6,231 8,433
    JP MORGAN CHASE & CO 6,488 7,805
    MCDONALDS CORP 9,705 13,663
    MERCK AND CO INC 8,338 11,713
    MONSANTO CO NEW DEL COM 0 0
    NORTHEAST UTILITIES COM 6,176 9,564
    NORTHROP GRUMMAN CORP 6,250 8,421
    PETSMART INC 5,672 7,884
    PPL CORPORATION 0 0
    QUEST DIAGNOSTICS INC 0 0
    RACKSPACE HOSTING INC 8,654 23,840
    SPDR MSCI ACWI EX US 7,017 8,342
    STAPLES INC 0 0
    UNDER ARMOUR INC 4,100 9,104
    WAL-MART STORES INC 6,123 6,849
    WALGREEN CO 4,175 5,454
    WESTERN UN CO 0 0
    WISCONSIN ENERGY CORP 5,858 9,241
    APACHE CORP 7,905 8,823
    APPLE INC 6,431 7,742
    BAKER HUGHES 7,840 9,204
    CITIGROUP INC 6,747 7,123
    CSX CORP 11,243 11,630
    EASTMAN CHEMICAL CO 8,874 12,360
    FIRST EAGLE 12,566 14,661
    KINDER MORGAN MANAGEMENT 8,008 9,363
    MATTHEWS INDIA FUND 8,171 11,196
    NEXTERA ENERGY INC 4,697 4,783
    NORDSTROM INC 8,987 9,027
    PETROHAWK ENERGY 7,516 7,300
    PRINCIPAL FINANCIAL 9,405 10,550
    QUALCOMM INC 9,313 9,651
    SMALLCAP EARNINGS FUND 10,642 11,949
    UNUM GROUP 9,356 10,221
    VANGUARD INTL EQUITY 10,921 13,548
    WINDSTREAM CORP 4,663 5,757
    WINSDOMTREE EMERGING SMALL CAP 14,435 18,749
    WISDOMTREE EMERGING MRKT 14,685 17,847
    WISDOMTREE TR SMALLCAP 14,164 15,171

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    US Government Securities - End of Year Book Value:

    50,000
    US Government Securities - End of Year Fair Market Value:

    53,173
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2010 OtherDecreasesSchedule
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Description Amount
    FEDERAL TAX 240


    TY 2010 OtherExpensesSchedule
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH FEES 11,649 11,649   0


    TY 2010 OtherIncomeSchedule2
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENTS 747 747 747


    TY 2010 TaxesSchedule
    Name:
    RUTLEDGE CHARITABLE FOUNDATION INC
    EIN: 65-0946333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES & LICENSES 325 325   0