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
THE EDOUARD FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O PHILIPPE INVESTMENT MANAGEMENT2 PENN PLAZARoom/suite
City or town, state, and ZIP code
NEW YORK, NY101210101
A Employer identification number

13-3446831
B Telephone number (see page 10 of the instructions)

(212) 991-6217
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$10,321,349J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments 790 790  
4 Dividends and interest from securities...... 124,179 124,179  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 780,310
b Gross sales price for all assets on line 6a 2,500,310
7 Capital gain net income (from Part IV, line 2)... 741,405
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 24,980 24,980  
12 Total. Add lines 1 through 11........ 930,259 891,354  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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 5,225 5,225 0 0
c Other professional fees (attach schedule).... Click to see attachment 15,000 15,000    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 5,568 5,568    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,045     1,045
23 Other expenses (attach schedule)....... 76,107 72,897   3,210
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 102,945 98,690 0 4,255
25 Contributions, gifts, grants paid........ 405,000 405,000
26 Total expenses and disbursements. Add lines 24 and 25 507,945 98,690 0 409,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 422,314
b Net investment income (if negative, enter -0-) 792,664
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............... 84,503 82,197 82,197
2 Savings and temporary cash investments.......... 307,420 286,854 286,854
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)........ 5,486,574 Click to see attachment5,880,274 8,536,752
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 1,234,615 1,286,101 1,415,546
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,113,112 7,535,426 10,321,349
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......... 7,113,112 7,535,426
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).................... 7,113,112 7,535,426
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,113,112 7,535,426
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,113,112
2 Enter amount from Part I, line 27a...................... 2 422,314
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 7,535,426
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 7,535,426
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 PHILIPPE FUND INTERNATIONAL - CAPITAL GAINS REALIZED P 2008-01-01 2010-12-31
b PLUM CREEK TIMER CAPITAL GAIN DISTRIBUTION P 2008-01-01 2010-12-31
c CLASS ACTION PROCEEDS P 2010-01-01 2010-12-31
d COCA-COLA HELLENIC BOTTLING CO - 8,000 SHS P 2008-10-03 2010-02-05
e AMERICAN TOWER CORP - 5,000 SHS P 2006-02-14 2010-02-24
COCA COLA FEMSA - 1,700 SHS P 2007-10-09 2010-03-04
COACH INC - 2,500 SHS P 2008-01-25 2010-03-26
COACH INC - 500 SHS P 2008-12-08 2010-03-26
BUCYRUS INTERNATIONAL - 1,400 SHS P 2007-07-26 2010-04-12
BUCYRUS INTERNATIONAL - 1,500 SHS P 2008-10-24 2010-04-12
PEPSICO INC. - 400 SHS P 1990-10-29 2010-04-16
PEPSICO INC - 3,100 SHS P 1999-03-04 2010-04-16
AVNET INC - 3,000 SHS P 2008-11-21 2010-04-29
CAPITA COMMERCIAL - 78,000 SHS P 2008-10-14 2010-05-07
SEMBCORP INDUSTRIES - 39,000 SHS P 2008-10-17 2010-05-07
VALERO ENERGY CORP - 2,000 SHS P 2008-07-30 2010-06-25
AUTOMATIC DATA PROCESSING - 1,800 SHS P 2010-03-08 2010-07-01
AUTOMATIC DATA PROCESSING - 2,500 SHS P 2010-05-10 2010-07-01
NALCO HOLDING CO - 4,100 SHS P 2007-12-21 2010-07-28
CURRENCY SHARES AUSTRALIAN DOLLAR TRUST - 900 SHS   2010-05-21 2010-08-19
SHENZHEN EXPRESSWAY - 280,000 SHS P 2010-03-19 2010-08-30
COCA-COLA FEMSA SA - 800 SHS P 2007-10-09 2010-09-13
BANK OF AMERICA - 7,000 SHS P 2009-07-21 2010-10-19
BANK OF AMERICA CORP - 2,000 SHS P 2010-05-18 2010-10-19
BANK OF AMERICA CORP - 5,500 SHS P 2010-09-13 2010-10-19
COCA COLA ICEEK - 3,200 SHS P 2010-04-08 2010-11-12
BUCYRUS INTERNATIONAL - 2,900 SHS P 2008-10-24 2010-11-15
CAPITA COMMERCIAL TRUST - 50,000 SHS P 2007-12-07 2010-05-07
(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 43,697     43,697
b 6,930     6,930
c 7,923     7,923
d 174,865   132,635 42,230
e 213,569   152,764 60,805
117,080   75,089 41,991
100,148   77,358 22,790
20,030   10,253 9,777
100,500   44,772 55,728
107,679   29,462 78,217
26,538   4,269 22,269
205,666   117,759 87,907
100,409   36,491 63,918
63,427   49,039 14,388
109,229   62,341 46,888
36,821   68,690 -31,869
71,380   77,606 -6,226
99,139   106,035 -6,896
101,690   93,681 8,009
80,612   74,606 6,006
131,267   168,305 -37,038
63,439   35,336 28,103
82,829   85,374 -2,545
23,666   33,016 -9,350
65,080   76,664 -11,584
45,766   28,645 17,121
260,273   56,960 203,313
40,658   61,755 -21,097
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       43,697
b       6,930
c       7,923
d       42,230
e       60,805
      41,991
      22,790
      9,777
      55,728
      78,217
      22,269
      87,907
      63,918
      14,388
      46,888
      -31,869
      -6,226
      -6,896
      8,009
      6,006
      -37,038
      28,103
      -2,545
      -9,350
      -11,584
      17,121
      203,313
      -21,097
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 2 741,405
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 352,573 7,350,153 0.047968
2008 425,000 8,074,295 0.052636
2007 518,320 10,106,906 0.051284
2006 477,500 9,296,703 0.051362
2005 489,000 9,011,304 0.054265
2 Total of line 1, column (d) ...................... 2 0.257515
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 0.051503
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 9,030,812
5 Multiply line 4 by line 3....................... 5 465,114
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,927
7 Add lines 5 and 6......................... 7 473,041
8 Enter qualifying distributions from Part XII, line 4.............. 8 409,255
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 15,853
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 15,853
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 15,853
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 6,132
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 26,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,132
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 212
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 16,067
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet16,067 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$   (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)bulletNY
    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 addressbullet  
    14
    The books are in care ofbulletPHILIPPE INVESTMENT MANAGEMENT Telephone no.bullet (212) 991-6217
    Located atbullet2 PENN PLAZA - SUITE 1920-ANEW YORKNY ZIP+4bullet101210101
    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
     
    No
    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
    SANDRA FINCH NGUYEN PRESIDENT
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    CHRISTOPHER FINCH VICE-PRESIDENT
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    RONALD FINCH VICE-PRESIDENT
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    EDWIN MARGOLIUS SECRETARY
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    AARON FINCH TREASURER
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    GINA AVERSA EXECUTIVE SECRETARY
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    ANDREA FINCH JUNIOR DIRECTOR
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    RHYS FINCH JUNIOR DIRECTOR
    0     		0 0 0
    C/O PHILIPPE INVESTMENT MANAGEMENT
    NEW YORK,NY101210101
    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
     
    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
     
    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  
    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
    9,074,392
    b
    Average of monthly cash balances.......................
    1b
    93,945
    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
    9,168,337
    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
    0
    3
    Subtract line 2 from line 1d..........................
    3
    9,168,337
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    137,525
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,030,812
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    451,541
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    451,541
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    15,853
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,853
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    435,688
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    435,688
    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
    435,688
    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
    409,255
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    409,255
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    409,255
    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 7 435,688
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:2008, 2007, 2006  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006....... 389,133
    c From 2007....... 37,313
    d From 2008....... 23,688
    e From 2009.......  
    fTotal of lines 3a through e......... 450,134
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 409,255
    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..... 409,255
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 26,433 26,433
    (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 5 423,701
    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) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		423,701
    10 Analysis of line 9:
    a Excess from 2006.... 362,700
    b Excess from 2007.... 37,313
    c Excess from 2008.... 23,688
    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
    SOUTHWEST FOUNDATION FOR BIOMEDICAL RESEARCH
    7620 NW LOOP 410
    SAN ANTONIO,TX78227     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,500
    ST EDWARD'S UNIVERSITY
    3001 SOUTH CONGRESS AVENUE
    AUSTIN,TX78704     		N/A PUBLIC CHARITY SCHOLARSHIP FOR COLLEGE ASSISTANCE MIGRANT PROGRAMS (CAMP) 50,000
    WITTE MUSEUM
    3801 BROADWAY
    SAN ANTONIO,TX78209     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    OUR LADY OF THE LAKE UNIVERSITY
    411 SW 24TH STREET
    SAN ANTONIO,TX78207     		N/A PUBLIC CHARITY MAIN BUILDING FUND 10,000
    GOOD SAMARITAN COMMUNITY SERVICES
    1600 SALTILLO
    SAN ANTONIO,TX78207     		N/A PUBLIC CHARITY SUMMER ATHLETIC CAMP PROGRAM 5,000
    SOUTHWEST SCHOOL OF ART AND CRAFT
    300 AUGUSTA
    SAN ANTONIO,TX78205     		N/A PUBLIC CHARITY YOUNG ARTIST PROGRAMS 6,000
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		N/A PUBLIC CHARITY TRINITY UNIVERSITY PRESS ENDOWMENT FUND 10,000
    FILM AID INTERNATIONAL
    363 SEVENTH AVENUE - 20TH FLOOR
    NEW YORK,NY10001     		N/A PUBLIC CHARITY REEL VISION CAMPAIGN 5,000
    ZUMIX
    260 SUMNER STREET
    EAST BOSTON,MA02128     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    ROTARY CLUB OF SAN ANTONIO INGDOM FOR KIDS
    710 McCULLOUGH
    SAN ANTONIO,TX78215     		N/A PUBLIC CHARITY PLAYGROUND AT AUTISM TREATMENT CENTER OF SAN ANTONIO 6,000
    FAMILY SERVICES ASSOCIATION
    702 SAN PEDRO
    SAN ANTONIO,TX78212     		N/A PUBLIC CHARITY GENERAL PURPOSES 4,000
    SAN ANTONIO LIBRARY FOUNDATION
    625 SHOOK AVENUE
    SAN ANTONIO,TX78212     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    ST PJ'S CHILDREN'S HOME
    919 MISSION ROAD
    SAN ANTONIO,TX78210     		N/A PUBLIC CHARITY PROGRAM EXPENSES AND GENERAL CARE OF THE CHILDREN 2,500
    CARRIBBEAN MUSEUM CENTER FOR THE ARTS
    PO BOX 1371
    FREDERIKSTED,ST. CROIX00841
    VQ     		N/A PUBLIC CHARITY GENERAL PURPOSES 2,500
    THE WOMEN'S COALITION OF ST CROIX
    PO BOX 222734
    CHRISTIANSTED   00822-2734
    VQ     		N/A PUBLIC CHARITY GENERAL PURPOSES 2,500
    TRACY'S KIDS
    PO BOX 11551
    TAKOMA PARK,MD20912     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    PEDIATRIC AIDSHIV CARE INC
    PO BOX 77543
    WASHINGTON,DC200137543     		N/A PUBLIC CHARITY SUPPORT SERVICES FOR CHILDREN LIVING WITH HIV/AIDS 5,000
    PHILADELPHIA MURAL ARTS PROGRAM
    1729 MOUNT VERNON STREET
    PHILADELPHIA,PA19130     		N/A PUBLIC CHARITY GENERAL PURPOSES 3,000
    LUTHERAN SOCIAL SERVICES OF THE VIRGIN ISLANDS IN
    516 HOSPITAL STREET
    FREDERIKSTED,ST. CROIX00840
    VQ     		N/A PUBLIC CHARITY GENERAL PURPOSES 25,000
    UNITED WAY OF ST THOMAS-ST JOHN
    NISKY CENTER SUITE 220
    FREDERISTED,ST. CROIX00802
    VQ     		N/A PUBLIC CHARITY GENERAL PURPOSES 10,000
    COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS
    516 HOSPITAL STREET
    CHRISTIANSTED,ST. CROIX00802
    VQ     		N/A PUBLIC CHARITY THE VIRTUES PROJECT 40,000
    LUTHERAN SOCIAL SERVICES OF THE VIRGIN ISLANDSINC
    516 HOSPITAL STREET
    FREDERIKSTED,ST. CROIX00840
    VQ     		N/A PUBLIC CHARITY TOXIC STRESS AND EARLY CHILDHOOD CONFERENCE 30,000
    BIG APPLE CIRCUS
    505 EITHTH AVENUE - 19TH FLOOR
    NEW YORK,NY100186505     		N/A PUBLIC CHARITY CLOWN CARE PROGRAM 3,000
    GREEN CHIMNEYS
    400 DOANSBURY ROAD
    PO BOX 719
    BREWSTER,NY105090268     		N/A PUBLIC CHARITY SEED TO TABLE PROGRAM 15,000
    KIDS IN CRISIS
    ONE SALEM STREET
    COS COB,CT06807     		N/A PUBLIC CHARITY SAFE HAVEN FOR KIDS PROGRAM 15,000
    LIFE WITHOUT LUPUS - THE SLE FOUNDATION
    330 SEVENTH AVENUE - SUITE 1701
    NEW YORK,NY10001     		N/A PUBLIC CHARITY MEDICAL RESEARCH 5,000
    INSTITUTE FOR RECONSTRUCTIVE PLASTIC SURGERY
    317 EAST 34TH STREET - ROOM 901
    NEW YORK,NY10016     		N/A PUBLIC CHARITY SUPPORT TREATMENT FOR ONE SEVERLY DISFIGURED CHILD FROM LOW-INCOME FAMILY 15,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE - 3RD FLOOR
    NEW YORK,NY100173288     		N/A PUBLIC CHARITY GENERAL PURPOSES 6,000
    PERSON TO PERSON
    1864 POST ROAD
    DARIEN,CT06820     		N/A PUBLIC CHARITY HARRIET T. MCVORKLE SCHOLARSHIP FUND 10,000
    ST LUKE'S LIFEWORKS
    141 FRANKLIN STREET
    STAMFORD,CT06901     		N/A PUBLIC CHARITY GENERAL PURPOSES 12,000
    THE SEEING EYE
    PO BOX 375
    MORRISTOWN,NJ079630375     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY
    520 EIGHTH AVENUE - 7TH FLOOR
    NEW YORK,NY10018     		N/A PUBLIC CHARITY EQUINE FUND 3,000
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH AVENUE SUITE 2
    WHITE PLAINS,NY10603     		N/A PUBLIC CHARITY SENIOR CITIZENS PROGRAM AT THE SINAI FREE SYNAGOGUE 5,000
    FRIENDS OF MAN
    5594 SOUTH PRINCE STREET
    LITTLETON,CO801201126     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    SIANI FREE SYNAGOGUE
    550 NORTH COLUMBUS AVENUE
    MOUNT VERNON,NY10552     		N/A PUBLIC CHARITY SOCIAL ACTION 5,000
    CONGREGATION KOL HA NESHAMA
    1621 CLOWER CREEK DRIVE
    SARASOTA,FL34231     		N/A PUBLIC CHARITY ARLENE SILBERMAN MEMORIAL FUND 5,000
    BE THE MATCH (THE MARROW FOUNDATION)
    3001 BROADWAY STREET NE - SUITE
    MINNEAPOLIS,MN554131753     		N/A PUBLIC CHARITY AMY STRELZER MANESEVIT RESEARCH PROGRAM FO RTHE STUDY OF POST-TRANSPLANT COMPLICATIONS 3,000
    POST-POLIO HEALTH
    4207 LINDELL BOULEVARD - 110
    ST LOUIS,MO631082930     		N/A PUBLIC CHARITY GENERAL PURPOSES 5,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSES 10,000
    NATIONAL JEWISH HEALTH
    271 MADISON AVENUE - 19TH FLOOR
    NEW YORK,NY10016     		N/A PUBLIC CHARITY MAURICE AUSTIN RESEARCH FUND 5,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVENUE - 2ND FLOOR
    NEW YORK,NY10001     		N/A PUBLIC CHARITY DISASTER RELIEF WORK IN HAITI 10,000
    HAITI COMMUNITY SUPPORT
    PO BOX 696
    FREDERIKSTED   00841
    VQ     		N/A PUBLIC CHARITY EARTHQUAKE DISASTER RELIEF WORK IN HAITI 10,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		N/A PUBLIC CHARITY HAITI EARTHQUAKE RELIEF FUND 5,000
    HUMAN EDUCATION ADVOCATES REACHING TEACHERS
    141 HALSTEAD AVENUE - SUITE 301
    MAMARONECK,NY10543     		N/A PUBLIC CHARITY EXPANSION AND PROGRAM SERVICE ENHANCEMENTS 4,000
    LUTHERAN SOCIAL SERVICES OF THE VIRGIN ISLANDS
    516 HOSPITAL STREET
    FREDERIKSTED   00840
    VQ     		N/A PUBLIC CHARITY PROJECT HOMELESS CONNECT - SHOES FOR THE HOMELESS INITIATIVE 5,000
    Total .................................bullet 3a 405,000
    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     14 790  
    4 Dividends and interest from securities....     14 124,179  
    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     18 780,310  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARNERSHIP INCOME     14 24,980  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   930,259  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13930,259
    (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:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ELAINE KATZ, CPA 5,225 5,225    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTUANT CORP CLASS A 96,766 212,960
    AMERICAN TOWER CORP    
    AVENT INC 60,818 165,150
    BANK OF AMERICA    
    BUCYRUS INTL    
    CAPITACOMMERICAL TRUST    
    CITIGROUP INC    
    COACH INC 94,313 221,240
    COCA COLA FEMSA SAB 61,369 123,645
    COCA COLA HELLENIC ADR    
    COMPASS MINERALS 149,128 294,591
    DEERE & CO 238,316 365,420
    EXXON MOBIL CORP 36,542 182,800
    FEDEX CORP 173,981 213,923
    FREEPORT MCMORAN COPPER 99,693 120,090
    GALLAGHER ARTHUR 130,991 203,560
    GENUINE PARTS 216,032 261,834
    HENRY SCHEIN INC 166,404 214,865
    ITT CORP 210,579 182,385
    IBM CORP 74,777 249,492
    LIFE TECHNOLOGIES CORP 111,562 277,500
    METTLER TOLEDO 95,997 151,210
    MONTPELIER RE 213,685 239,280
    NALCO HOLDING CO 116,892 175,670
    NEW YORK TIMES CLASS A 201,465 192,080
    PALL CORP 178,804 247,900
    PENTAIR INC 214,464 219,060
    PEPSICO INC    
    PETSMART INC 155,497 234,938
    PLUM CREEKTIBER 211,878 205,975
    PRAXAIR INC 159,849 286,410
    PROCTOR & GAMBLE 62,316 115,794
    RMP INTL 59,595 88,400
    SEMBCORP INDS    
    SPX CORP 121,521 178,725
    SHERWIN-WILLIAMS 155,952 226,125
    THERMO FISHER SCIENTIFIC 164,767 265,728
    THOMPSON CREEK METALS 56,269 58,880
    UNILEVER NY 43,659 131,880
    VALERO ENERGY    
    WPP PLC ADR 78,692 182,811
    WESTERN UNION 154,948 176,415
    WILLIAMS COS 169,967 259,560
    AIR PRODUCTS & CHEMICALS 192,358 250,113
    AIRGAS INC., COMMON 74,161 74,952
    ALEXANDER & BALDWIN 77,915 88,066
    BROOKFIELD ASSET MANAGEMENT 112,234 166,450
    BROOKFIELD PPTYS CORP 110,243 105,180
    CITIGROUP INC 181,138 189,200
    COCA COLA ICECK AS 105,627 156,414
    EMBOTELL ANDINA CLASS B 84,979 120,800
    SENIOR HOUSING PPTYS 84,135 87,760
    SIMPSON MANUFACTURING 139,986 163,823
    URBAN OUTFITTERS INC 180,010 207,698

    TY 2010 LandEtcSchedule2
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2010 OtherIncomeSchedule2
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PHILIPPE FUND INTERNATIONAL 24,980 24,980  
    PARTNERSHIP INCOME      


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING SERVICES 15,000 15,000    


    TY 2010 TaxesSchedule
    Name:
    THE EDOUARD FOUNDATION INC
    EIN: 13-3446831
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAX 5,568 5,568