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
B & B FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1310   Room/suite
City or town, state, and ZIP code
NASHVILLE, TN37202
A Employer identification number

62-1543218
B Telephone number (see page 10 of the instructions)

(615) 259-9331
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$2,018,586J 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 3,542 3,542  
4 Dividends and interest from securities...... 34,373 34,373  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,711
b Gross sales price for all assets on line 6a 476,738
7 Capital gain net income (from Part IV, line 2)... 137,711
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).......      
12 Total. Add lines 1 through 11........ 175,626 175,626  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 1,140     1,140
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 4,027      
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 19,473 19,206    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,640 19,206   1,140
25 Contributions, gifts, grants paid........ 203,341 203,341
26 Total expenses and disbursements. Add lines 24 and 25 227,981 19,206   204,481
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -52,355
b Net investment income (if negative, enter -0-) 156,420
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............... 3,244 5,715 5,715
2 Savings and temporary cash investments.......... 262,232 218,387 218,387
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)      
b Investments—corporate stock (attach schedule)........ 956,199 Click to see attachment895,051 1,719,096
c Investments—corporate bonds (attach schedule)........ 25,000 Click to see attachment75,167 75,388
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) 1,246,675 1,194,320 2,018,586
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
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,246,675 1,194,320
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,246,675 1,194,320
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,246,675 1,194,320
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 1,246,675
2 Enter amount from Part I, line 27a...................... 2 -52,355
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,194,320
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,194,320
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 GLOBAL PAYMENTS INC 500 UNITS P 2010-03-30 2010-08-12
b MSCI INC-A 1700 UNITS P 2009-07-29 2010-03-01
c VERISK ANALYTICS INC-CLASS A P 2010-02-09 2010-10-06
d AUTOMATIC DATA PROCESSING INC 500 UN P 2002-07-18 2010-10-06
e CH ROBINSON WORLDWIDE INC 700 UNITS P 2001-04-20 2010-10-06
EXPRESS SCRIPTS INC 200 UNITS P 2000-03-09 2010-02-25
EXPRESS SCRIPTS INC 500 UNITS P 2010-03-09 2010-10-06
JOHNSON & JOHNSON COM 1000 UNITS P 2003-10-16 2010-10-06
PEPSICO INC CAP 900 UNITS P 2003-01-31 2010-08-11
PEPSICO INC CAP 500 UNITS P 2003-01-31 2010-10-06
WESTERN UNION CO 2500 UNITS P 2005-12-30 2010-02-09
WESTERN UNION CO 2500 UNITS P 2005-12-30 2010-02-22
MARKET VECTORS JR GOLD MINER P 2010-11-09 2010-12-31
(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 18,725   23,179 -4,454
b 48,712   44,856 3,856
c 33,324   33,659 -335
d 20,990   14,508 6,482
e 49,762   9,060 40,702
18,978   802 18,176
23,926   1,002 22,924
63,039   50,654 12,385
59,040   37,159 21,881
33,901   19,699 14,202
40,260   41,367 -1,107
40,429   36,345 4,084
25,652   26,737 -1,085
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       -4,454
b       3,856
c       -335
d       6,482
e       40,702
      18,176
      22,924
      12,385
      21,881
      14,202
      -1,107
      4,084
      -1,085
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 2 137,711
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 20,906
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 233,585 1,799,198 0.129827
2008 189,677 2,358,117 0.080436
2007 196,167 2,591,959 0.075683
2006 167,819 2,554,540 0.065694
2005 250,456 2,536,648 0.098735
2 Total of line 1, column (d) ...................... 2 0.450375
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 0.090075
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,853,607
5 Multiply line 4 by line 3....................... 5 166,964
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,564
7 Add lines 5 and 6......................... 7 168,528
8 Enter qualifying distributions from Part XII, line 4.............. 8 204,481
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 1,564
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  
3 Add lines 1 and 2............................ 3 1,564
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,564
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,580
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 1,580
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 16
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11 16
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 page 19 of the
    instructions)bulletTN
    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 ofbulletBERNARD WERTHAN JR Telephone no.bullet (615) 277-2056
    Located atbullet4309 BEEKMAN DRIVENASHVILLETN ZIP+4bullet37215
    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
     
     
    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
     
     
    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
    BERNARD WERTHAN JRClick to see attachment PRESIDENT
    2.00     		0 0 0
    4309 BEEKMAN DRIVE
    4309 BEEKMAN DRIVE
    NASHVILLE,TN37215
    BETTY WERTHANClick to see attachment SECRETARY
    2.00     		0 0 0
    4309 BEEKMAN DRIVE
    4309 BEEKMAN DRIVE
    NASHVILLE,TN37215
    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  
    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.............bullet  
    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 (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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    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
    1,695,493
    b
    Average of monthly cash balances.......................
    1b
    186,342
    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
    1,881,835
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    1,881,835
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    28,228
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,853,607
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    92,680
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    92,680
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,564
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,564
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    91,116
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    91,116
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    91,116
    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
    204,481
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    204,481
    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
    1,564
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    202,917
    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 91,116
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 127,430
    b From 2006....... 46,332
    c From 2007....... 69,360
    d From 2008....... 73,948
    e From 2009....... 146,995
    fTotal of lines 3a through e......... 464,065
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 204,481
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 91,116
    e Remaining amount distributed out of corpus 113,365
    5 Excess distributions carryover applied to 2010.    
    (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 5 577,430
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    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) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		127,430
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		450,000
    10 Analysis of line 9:
    a Excess from 2006.... 46,332
    b Excess from 2007.... 69,360
    c Excess from 2008.... 73,948
    d Excess from 2009.... 146,995
    e Excess from 2010.... 113,365
    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
    ABE'S GARDEN
    ABE'S GARDEN
    618 CHURCH ST
    618 CHURCH ST
    NASHVILLE,TN37219     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    ACLU FND TN
    ACLU FND TN
    PO BOX 120160
    PO BOX 120160
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 800
    ALIVE HOSPICE
    ALIVE HOSPICE
    1718 PATTERSON ST
    1718 PATTERSON ST
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    AMER CANCER SOC
    AMER CANCER SOC
    PO BOX 24447
    PO BOX 24447
    JACKSON,MS39225     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    AMER DIABETES ASSN
    AMER DIABETES ASSN
    4205 HILLSBORO RD
    4205 HILLSBORO RD
    NASHVILLE,TN37215     		    FURTHER OBJECTIVE OF EXEMPT DONEE 380
    AMER HEART ASSN
    AMER HEART ASSN
    1818 PATTERSON ST
    1818 PATTERSON ST
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    AMER JEWISH COM
    AMER JEWISH COM
    165 E 56TH ST ROOM 600
    165 E 56TH ST ROOM 600
    NEW YORK,NY10126     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    AMER PARDES
    AMER PARDES
    5 W 37TH ST SUITE 802
    5 W 37TH ST SUITE 802
    NEW YORK,NY10018     		    FURTHER OBJECTIVE OF EXEMPT DONEE 10,500
    ASSUMPTION CHURCH
    ASSUMPTION CHURCH
    1227 7TH AVE N
    1227 7TH AVE N
    NASHVILLE,TN37208     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    BELLE MEADE PLANTATION
    BELLE MEADE PLANTATION
    5025 HARDING PIKE
    5025 HARDING PIKE
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    BELMONT UNITED METHODIST
    BELMONT UNITED METHODIST CH
    2007 ACKLEN AVE
    2007 ACKLEN AVE
    NASHVILLE,TN37212     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    BIG BROS BIG SISTERS
    BIG BROS BIG SISTERS
    1704 CHARLOTTE AVE 130
    1704 CHARLOTTE AVE 130
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    BIG BROTHERS OF NASHVILLE
    BIG BROTHERS OF NASHVILLE
    295 PLUS PARK BLVD 106
    295 PLUS PARK BLVD 106
    NASHVILLE,TN37217     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    B'NAI B'RITH
    B'NAI B'RITH
    PO BOX 96729
    PO BOX 96729
    WASHINGTON,DC20090     		    FURTHER OBJECTIVE OF EXEMPT DONEE 115
    BOY SCOUTS MID TN
    BOY SCOUTS MID TN
    3414 HILLSBORO PIKE
    3414 HILLSBORO PIKE
    NASHVILLE,TN37215     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    CASA
    CASA
    601 WOODLAND ST
    601 WOODLAND ST
    NASHVILLE,TN37206     		    FURTHER OBJECTIVE OF EXEMPT DONEE 200
    CENTER FOR SCI IN PUB INT
    CENTER FOR SCI IN PUB INT
    1875 CONNECTICUT AVE NW
    1875 CONNECTICUT AVE NW
    WASHINGTON,DC20009     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    CHEEKWOOD
    CHEEKWOOD
    1200 FORREST PARK DRIVE
    1200 FORREST PARK DRIVE
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    CHILDREN'S HOSPITAL AT MO
    CHILDREN'S HOSPITAL AT MONTEFIORE
    110 EAST 210TH ST
    110 EAST 210TH ST
    NEW YORK,NY10268     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    COMMUNITY FOUNDATION OF M
    COMMUNITY FOUNDATION OF MIDDLE TN
    3833 CLEGHORN AVE
    3833 CLEGHORN AVE
    NASHVILLE,TN37215     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,600
    CONGREGATION JUDEA REFORM
    CONGREGATION JUDEA REFORM
    1933 WEST CORNWALLIS ROAD
    1933 WEST CORNWALLIS ROAD
    DURHAM,NC27705     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    COUNCIL ON AGING
    COUNCIL ON AGING
    95 WHITE BRIDGE ROAD
    95 WHITE BRIDGE ROAD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    CURREY-INGRAM ACADEMY
    CURREY-INGRAM ACADEMY
    6544 MURRAY LANE
    6544 MURRAY LANE
    BRENTWOOD,TN37027     		    FURTHER OBJECTIVE OF EXEMPT DONEE 250
    ETH CUL FIELDSTON
    ETH CUL FIELDSTON
    33 PARK CENTRAL WEST
    33 PARK CENTRAL WEST
    NEW YORK,NY10023     		    FURTHER OBJECTIVE OF EXEMPT DONEE 4,000
    FAM & CHILD SERV
    FAM & CHILD SERV
    201 23RD AVE N
    201 23RD AVE N
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 200
    FATHER RYAN HIGH SCHOOL
    FATHER RYAN HIGH SCHOOL
    700 NORWOOD DR
    700 NORWOOD DR
    NASHVILLE,TN37204     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    FIFTY FORWARD
    FIFTY FORWARD
    174 RAINS AVE
    174 RAINS AVE
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,115
    FISK UNIVERSITY
    FISK UNIVERSITY
    1000 17TH AVE N
    1000 17TH AVE N
    NASHVILLE,TN37208     		    FURTHER OBJECTIVE OF EXEMPT DONEE 6,000
    FRIENDS OF WARNER PARK
    FRIENDS OF WARNER PARK
    50 VAUGHN ROAD
    50 VAUGHN ROAD
    NASHVILLE,TN37221     		    FURTHER OBJECTIVE OF EXEMPT DONEE 600
    FRIST CENTER
    FRIST CENTER
    919 BROADWAY
    919 BROADWAY
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 400
    GILDA'S CLUB
    GILDA'S CLUB
    1033 18TH AVE SL
    1033 18TH AVE SL
    NASHVILLE,TN37212     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    GORDON JCC
    GORDON JCC
    801 PERCY WARNER BLVD
    801 PERCY WARNER BLVD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 2,600
    HEBREW UNION COLL
    HEBREW UNION COLL
    3101 CLIFTON AVE
    3101 CLIFTON AVE
    CINCINNATI,OH45220     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    HOMEWORK HOTLINE
    HOMEWORK HOTLINE
    4805 PARK AVE
    4805 PARK AVE
    NASHVILLE,TN37209     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    ISLAMIC CENTER OF MURFREE
    ISLAMIC CENTER OF MURFREESBORO
    862 S TENNESSEE BLVD
    862 S TENNESSEE BLVD
    MURFREESBORO,TN37129     		    FURTHER OBJECTIVE OF EXEMPT DONEE 200
    J STREET EDUCATION FUND
    J STREET EDUCATION FUND
    1828 L STREET
    1828 L STREET
    WASHINGTON,DC20036     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,900
    JAP AM SOC TN
    JAP AM SOC TN
    P O BOX 190476
    P O BOX 190476
    NASHVILLE,TN37219     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    JDC-PAKISTAN FLOOD RELIEF
    JDC-PAKISTAN FLOOD RELIEF
    PO BOX 530 132 E 43RD ST
    PO BOX 530 132 E 43RD ST
    NEW YORK,NY10017     		    FURTHER OBJECTIVE OF EXEMPT DONEE 200
    JDRF
    JDRF
    105 WESTPARK DR STE 415
    105 WESTPARK DR STE 415
    BRENTWOOD,TN37027     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    JEWISH FAMILY SERV
    JEWISH FAMILY SERV
    801 PERCY WARNER BLVD
    801 PERCY WARNER BLVD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    JEWISH FEDER(OBSERVER)
    JEWISH FEDER(OBSERVER)
    801 PERCY WARNER BLVD
    801 PERCY WARNER BLVD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 25
    JEWISH FEDER
    JEWISH FEDER
    801 PERCY WARNER BLVD
    801 PERCY WARNER BLVD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 16,155
    KIPP ACADEMY
    KIPP ACADEMY
    123 DOUGLAS AVE
    123 DOUGLAS AVE
    NASHVILLE,TN37207     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    LAND TRUST FOR TN
    LAND TRUST FOR TN
    PO BOX 23473
    PO BOX 23473
    NASHVILLE,TN37202     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    LEADERSHIP NASH
    LEADERSHIP NASH
    PO BOX 190498
    PO BOX 190498
    NASHVILLE,TN37219     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    LEARNING LEADERS
    LEARNING LEADERS
    80 MAIDEN LANE 11TH FL
    80 MAIDEN LANE 11TH FL
    NEW YORK,NY10038     		    FURTHER OBJECTIVE OF EXEMPT DONEE 9,000
    LEGAL AID SOC
    LEGAL AID SOC
    300 DEADERICK ST
    300 DEADERICK ST
    NASHVILLE,TN37201     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    LUDWIG VON MISES INSTITUT
    LUDWIG VON MISES INSTITUTE
    518 W MAGNOLIA AVE
    518 W MAGNOLIA AVE
    AUBURN,AL36830     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    MASSACHUSETTS INST TECH
    MASSACHUSETTS INST TECH
    77 MASSACHUSETTS AVE
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    MEHARRY MED COLL
    MEHARRY MED COLL
    1005 DR D B TODD JR B
    1005 DR D B TODD JR B
    NASHVILLE,TN37208     		    FURTHER OBJECTIVE OF EXEMPT DONEE 3,000
    MEM SLOAN KET
    MEM SLOAN KET
    PO BOX 7247-0260
    PO BOX 7247-0260
    PHILADELPHIA,PA19170     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    MIRIAM'S PROMISE
    MIRIAM'S PROMISE
    522 RUSSELL ST
    522 RUSSELL ST
    NASHVILLE,TN37206     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    MOSAIC YOU THE OF DET
    MOSAIC YOU THE OF DET
    610 ANTOINETTE ST
    610 ANTOINETTE ST
    DETROIT,MI48202     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    MUSCULAR DYSTOPHY ASSN
    MUSCULAR DYSTOPHY ASSN
    3343 PERIMETER HILL DR
    3343 PERIMETER HILL DR
    NASHVILLE,TN37130     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    NASH ALLIANCE FOR PUB ED
    NASH ALLIANCE FOR PUB ED
    2400 FAIRFAX AVE
    2400 FAIRFAX AVE
    NASHVILLE,TN37212     		    FURTHER OBJECTIVE OF EXEMPT DONEE 3,110
    NASH AREA HABITAT
    NASH AREA HABITAT
    1006 8TH AVE S
    1006 8TH AVE S
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 285
    NASH CARES
    NASH CARES
    PO BOX 78156
    PO BOX 78156
    NASHVILLE,TN37207     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    NASH CIVIC DESIGN CNTR
    NASH CIVIC DESIGN CNTR
    138 2ND AVE N
    138 2ND AVE N
    NASHVILLE,TN37201     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    NASH JEWISH FILM FESTIVAL
    NASH JEWISH FILM FESTIVAL
    801 PERCY WARNER BLVD
    801 PERCY WARNER BLVD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    NASH MINORITY BUS CTR
    NASH MINORITY BUS CTR
    223 ROSA L PARKS AVE
    223 ROSA L PARKS AVE
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    NASH PUB RADIO
    NASH PUB RADIO
    PO BOX 305172
    PO BOX 305172
    NASHVILLE,TN37230     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    NASH PUB TELEVISION
    NASH PUB TELEVISION
    PO BOX 305172
    PO BOX 305172
    NASHVILLE,TN37230     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    NASH PUBLIC LIBRARY FOUND
    NASH PUBLIC LIBRARY FOUNDATION
    615 CHURCH ST
    615 CHURCH ST
    NASHVILLE,TN37219     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    NASH SYMPHONY ASSN
    NASH SYMPHONY ASSN
    ONE SYMPHONY PLACE
    ONE SYMPHONY PLACE
    NASHVILLE,TN37201     		    FURTHER OBJECTIVE OF EXEMPT DONEE 3,000
    NASHVILLE ZOO
    NASHVILLE ZOO
    3777 NOLENSVILLE RD
    3777 NOLENSVILLE RD
    NASHVILLE,TN37211     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    NCJW
    NCJW
    C/O MARY JONES 4434 TYNE
    C/O MARY JONES 4434 TYNE
    NASHVILLE,TN37215     		    FURTHER OBJECTIVE OF EXEMPT DONEE 350
    NEBAG CAMPERSHIP
    NEBAG CAMPERSHIP
    PO BOX 311
    PO BOX 311
    EAST TROY,WI53120     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    OIC
    OIC
    460 10TH CIRCLE N
    460 10TH CIRCLE N
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 12,262
    PAKISTAN PERMANENT MISSIO
    PAKISTAN PERMANENT MISSION TO THE UNITED NATIONS
    8 EAST 65TH ST
    8 EAST 65TH ST
    NEW YORK,NY10065     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    PARK CENTER
    PARK CENTER
    801 12TH AVE S
    801 12TH AVE S
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 140
    PLAN PARENTHD MET
    PLAN PARENTHD MET
    50 VANTAGE WAY STE 102
    50 VANTAGE WAY STE 102
    NASHVILLE,TN37228     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,200
    REL ACT CTR URJ
    REL ACT CTR URJ
    2027 MASSACHUSETTS AVE N
    2027 MASSACHUSETTS AVE N
    WASHINGTON,DC20036     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    ROOM IN THE INN
    ROOM IN THE INN
    PO BOX 25309
    PO BOX 25309
    NASHVILLE,TN37202     		    FURTHER OBJECTIVE OF EXEMPT DONEE 300
    SAFE HAVEN FAMILY SHELTER
    SAFE HAVEN FAMILY SHELTER
    1234 3RD AVE S
    1234 3RD AVE S
    NASHVILLE,TN37210     		    FURTHER OBJECTIVE OF EXEMPT DONEE 250
    SECOND HARVEST
    SECOND HARVEST
    331 GREAT CIRCLE RD
    331 GREAT CIRCLE RD
    NASHVILLE,TN37228     		    FURTHER OBJECTIVE OF EXEMPT DONEE 150
    SEEDS OF PEACE
    SEEDS OF PEACE
    370 LEXINGTON AVE SUITE
    370 LEXINGTON AVE SUITE
    NEW YORK,NY10017     		    FURTHER OBJECTIVE OF EXEMPT DONEE 10,300
    ST MARY'S CHURCH
    ST MARY'S CHURCH
    POBOX 725
    POBOX 725
    HONEOYE,NY14471     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    ST PAUL AME CHURCH
    ST PAUL AME CHURCH
    3340 W HAMILTON RD
    3340 W HAMILTON RD
    NASHVILLE,TN37218     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    SUMMER CAMP THE
    SUMMER CAMP THE
    8 CHURCH ST
    8 CHURCH ST
    BRIDGETON,ME04009     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    TEMPLE
    TEMPLE
    5015 HARDING ROAD
    5015 HARDING ROAD
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 32,259
    TENNESSEANS FOR FAIR TAXA
    TENNESSEANS FOR FAIR TAXATION
    116 HOTEL ROAD
    116 HOTEL ROAD
    KNOXVILLE,TN37918     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    TIRRC
    TIRRC
    442 METROPLEX DRIVE
    442 METROPLEX DRIVE
    NASHVILLE,TN37211     		    FURTHER OBJECTIVE OF EXEMPT DONEE 50
    TPAC
    TPAC
    505 DEADERICK STREET
    505 DEADERICK STREET
    NASHVILLE,TN37243     		    FURTHER OBJECTIVE OF EXEMPT DONEE 250
    TSU FOUNDATION
    TSU FOUNDATION
    330 TENTH AVE N
    330 TENTH AVE N
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 700
    UNION FOR REFORM JUDAI
    UNION FOR REFORM JUDAI
    633 THIRD AVE
    633 THIRD AVE
    NEW YORK,NY10017     		    FURTHER OBJECTIVE OF EXEMPT DONEE 500
    UNITED NATIONS ASSN OF US
    UNITED NATIONS ASSN OF USA
    801 2ND AVE
    801 2ND AVE
    NEW YORK,NY10017     		    FURTHER OBJECTIVE OF EXEMPT DONEE 250
    UNITED WAY
    UNITED WAY
    250 VENTURE CIRCLE
    250 VENTURE CIRCLE
    NASHVILLE,TN37228     		    FURTHER OBJECTIVE OF EXEMPT DONEE 26,600
    UNITED WAY OF NY
    UNITED WAY OF NY
    2 PARK AVE
    2 PARK AVE
    NEW YORK,NY10016     		    FURTHER OBJECTIVE OF EXEMPT DONEE 10,000
    UNIVERSITY SCHOOL
    UNIVERSITY SCHOOL
    2000 EDGEHILL AVE
    2000 EDGEHILL AVE
    NASHVILLE,TN37212     		    FURTHER OBJECTIVE OF EXEMPT DONEE 2,100
    URBAN HOUSING SOLUTIONS
    URBAN HOUSING SOLUTIONS
    411 MURFREESBORO RD
    411 MURFREESBORO RD
    NASHVILLE,TN37210     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    URBAN LEAGUE OF MID TN
    URBAN LEAGUE OF MID TN
    2250 ROSA L PARKS BLVD
    2250 ROSA L PARKS BLVD
    NASHVILLE,TN37208     		    FURTHER OBJECTIVE OF EXEMPT DONEE 270
    VAND DIVINITY SCHOOL
    VAND DIVINITY SCHOOL
    2301 VANDERBILT PLACE
    2301 VANDERBILT PLACE
    NASHVILLE,TN37235     		    FURTHER OBJECTIVE OF EXEMPT DONEE 1,000
    VAND MED SCHOOL
    VAND MED SCHOOL
    2301 VANDERBILT PLACE
    2301 VANDERBILT PLACE
    NASHVILLE,TN37235     		    FURTHER OBJECTIVE OF EXEMPT DONEE 15,000
    VAND OWEN SCHOOL
    VAND OWEN SCHOOL
    2301 VANDERBILT PLACE
    2301 VANDERBILT PLACE
    NASHVILLE,TN37235     		    FURTHER OBJECTIVE OF EXEMPT DONEE 200
    VERMONT WORKS FOR WOMEN
    VERMONT WORKS FOR WOMEN
    32 MALLETTS BAY AVE
    32 MALLETTS BAY AVE
    WINOOSKI,VT05404     		    FURTHER OBJECTIVE OF EXEMPT DONEE 250
    WEST END SYNAGOGUE
    WEST END SYNAGOGUE
    3810 WEST END AVE
    3810 WEST END AVE
    NASHVILLE,TN37205     		    FURTHER OBJECTIVE OF EXEMPT DONEE 200
    WOMEN'S ECON COUN FND
    WOMEN'S ECON COUN FND
    405 WESTLAND DR
    405 WESTLAND DR
    LEBANON,TN37087     		    FURTHER OBJECTIVE OF EXEMPT DONEE 75
    WORLD UNIONARZA
    WORLD UNION/ARZA
    633 THIRD AVE
    633 THIRD AVE
    NEW YORK,NY10017     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    YMCA - CAPITAL
    YMCA - CAPITAL
    1000 CHURCH ST
    1000 CHURCH ST
    NASHVILLE,TN37203     		    FURTHER OBJECTIVE OF EXEMPT DONEE 5,000
    YOUNG LEADERS COUNCIL
    YOUNG LEADERS COUNCIL
    2200 HILLSBORO RD
    2200 HILLSBORO RD
    NASHVILLE,TN37212     		    FURTHER OBJECTIVE OF EXEMPT DONEE 100
    Total .................................bullet 3a 203,341
    bApproved for future payment
    Total ..................................bullet 3b  
    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     14 3,542  
    4 Dividends and interest from securities....     14 34,373  
    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.....          
    8Gain or (loss) from sales of assets other than inventory     18 137,711  
    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)..   175,626  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13175,626
    (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:
    B & B FOUNDATION
    EIN: 62-1543218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 1,140     1,140

    TY 2010 CompensationExplanation
    Name:
    B & B FOUNDATION
    EIN: 62-1543218
    Person Name Explanation
    BERNARD WERTHAN JR  
    BETTY WERTHAN  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    B & B FOUNDATION
    EIN: 62-1543218
    Name of Bond End of Year Book Value End of Year Fair Market Value
    STATE OF ISRAEL BOND 25,000 25,000
    ISHARES BARCLAYS 1-3YR TRE BOND FUND 50,167 50,388

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    B & B FOUNDATION
    EIN: 62-1543218
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AUTOMATIC DATA PROCESSING INC 58,032 92,560
    CENOVUS ENERGY INC 40,164 59,832
    CH ROBISON WORLDWIDE INC COM 22,245 144,342
    CHICAGO MERCANTILE EXCHANGE HLDGS 31,577 109,395
    DONALDSON INC 51,221 116,560
    ENCANA CORP 43,527 52,416
    EXPRESS SCRIPTS 5,008 135,125
    EXXON MOBIL CORP 78,829 80,432
    GLOBAL PAYMENTS INC 50,002 60,073
    IDEXX LABORATORIES INC 32,040 69,220
    INTEL CORP 8,527 84,120
    JOHNSON & JOHNSON    
    METTLER-TOLEDO INTERNATIONAL INC 44,120 105,847
    MSCI INC-A    
    PATTERSON COS INC 30,085 45,945
    PEPSICO INC CAP    
    SGS SOCIETE GENL E SURVEILLANCE 84,523 126,300
    STRYKER CORP 42,143 53,700
    TECHNE CORP 65,093 65,670
    VARIAN MEDS SYS INC 38,820 138,560
    WESTERN UNION    
    GEN-PROBE INC 58,413 70,020
    GDXJ 110,682 108,979

    TY 2010 OtherExpensesSchedule
    Name:
    B & B FOUNDATION
    EIN: 62-1543218
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 19,206 19,206    
    CHECKS EXPENSE 47      
    POSTAGE 220      


    TY 2010 TaxesSchedule
    Name:
    B & B FOUNDATION
    EIN: 62-1543218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,919      
    FORM 8868 EXTENSION 2,000      
    FORM 8109 Q4 PYMT 108