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 LINDA WISNEWSKI AND WILLIAM
COLLATOS FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)227 TEMPLE STREET   Room/suite
City or town, state, and ZIP code
NEWTON, MA02465
A Employer identification number

04-3580383
B Telephone number (see page 10 of the instructions)

(781) 890-0171
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$4,833,893J 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) 1,250
2 Check bullet
3 Interest on savings and temporary cash investments 5,119 5,119  
4 Dividends and interest from securities...... 119,837 119,837  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -180,937
b Gross sales price for all assets on line 6a 8,253,299
7 Capital gain net income (from Part IV, line 2)... 0
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........ -54,731 124,956  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,250 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,196 11,170   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,446 11,170   0
25 Contributions, gifts, grants paid........ 380,206 380,206
26 Total expenses and disbursements. Add lines 24 and 25 395,652 11,170   380,206
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -450,383
b Net investment income (if negative, enter -0-) 113,786
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............... 1,000,022 1 1
2 Savings and temporary cash investments.......... 3,525,000 736,965 736,965
3 Accounts receivable bullet50,969
Less: allowance for doubtful accounts bullet   401 50,969 50,969
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)........ 432,894 Click to see attachment691,449 697,593
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)........... 360,043 Click to see attachment3,388,593 3,348,365
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) 5,318,360 4,867,977 4,833,893
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 5,320,982 5,320,982
29 Retained earnings, accumulated income, endowment, or other funds -2,622 -453,005
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,318,360 4,867,977
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,318,360 4,867,977
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 5,318,360
2 Enter amount from Part I, line 27a...................... 2 -450,383
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,867,977
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 4,867,977
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 Currency Shares Australian Dollar P 2010-02-25 2010-04-05
b Currency Shrs CDN Dlr P 2010-02-25 2010-04-05
c Curtiss Wright P 2010-02-25 2010-05-25
d Curtiss Wright P 2010-04-05 2010-05-25
e Curtiss Wright P 2010-05-11 2010-05-25
Ishares Inc. P 2010-04-05 2010-05-25
Ishares Inc. P 2010-05-11 2010-05-25
Ishares Inc. P 2010-02-25 2010-05-25
Ishares Inc. P 2010-04-05 2010-05-25
Ishares Inc. P 2010-11-05 2010-05-25
Ishares Inc. P 2010-02-25 2010-04-05
Ishares Trust MSCI P 2010-02-25 2010-04-05
Ishares Trust MSCI P 2010-02-25 2010-05-25
Ishares Trust MSCI P 2010-05-11 2010-05-25
Ishares Trust IBOXX P 2010-02-25 2010-05-11
Ishares Trust IBOXX P 2010-02-25 2010-05-25
Ishares Trust IBOXX P 2010-04-05 2010-05-25
Ishares Trust Barclays P 2010-02-25 2010-04-05
Ishares Trust MSCI EAFE P 2010-02-25 2010-05-25
Ishares Trust MSCI EAFE P 2010-04-05 2010-05-25
Ishares Trust MSCI EAFE P 2010-05-11 2010-05-25
Ishares TR Russell P 2010-04-05 2010-05-11
Ishares TR Russell P 2010-04-05 2010-05-25
Ishares S&P P 2010-02-25 2010-05-25
Ishares S&P P 2010-04-05 2010-05-25
Ishares S&P P 2010-05-11 2010-05-25
Ishares S&P P 2010-02-25 2010-05-11
Ishares S&P P 2010-02-25 2010-05-25
Ishares S&P P 2010-04-05 2010-05-25
Ishares Russell 1000 P 2010-02-25 2010-04-05
Ishares Russell 1000 P 2010-02-25 2010-05-11
Ishares Russell 1000 P 2010-02-25 2010-05-25
Ishares Russell 1000 P 2010-02-25 2010-04-05
Ishares Russell 1000 P 2010-02-25 2010-05-25
Ishares Russell 1000 P 2010-05-11 2010-05-25
Ishares Russell 2000 P 2010-02-25 2010-04-05
Ishares Russell 2000 P 2010-02-25 2010-05-11
Ishares Russell 2000 P 2010-02-25 2010-05-25
Ishares Russell 2000 P 2010-02-25 2010-04-05
Ishares Russell 2000 P 2010-02-25 2010-05-11
Ishares Russell 2000 P 2010-02-25 2010-05-25
Ishares Russell 2000 P 2010-02-25 2010-04-05
Ishares Russell 2000 P 2010-02-25 2010-05-11
Ishares Russell 2000 P 2010-02-25 2010-05-25
Ishares TR Barclays P 2010-04-05 2010-05-11
Ishares TR Barclays P 2010-04-05 2010-05-25
Ishares TR Barclays P 2010-04-06 2010-05-25
Ishares TR Barclays P 2010-04-07 2010-05-25
Ishares TR Barclays P 2010-04-08 2010-05-25
Ishares TR Barclays P 2010-04-09 2010-05-25
Ishares Barclays MBS P 2010-04-05 2010-05-11
Ishares Barclays MBS P 2010-04-05 2010-05-25
Ishares Barclays 10-20 Year P 2010-04-05 2010-05-11
Ishares Barclays 10-20 Year P 2010-04-05 2010-05-25
Ishares Barclays 10-20 Year P 2010-04-09 2010-05-25
Ishares Barclays 10-20 Year P 2010-04-07 2010-05-25
Ishares Barclays 10-20 Year P 2010-04-08 2010-05-25
Ishares Barclays 10-20 Year P 2010-04-09 2010-05-25
Ishares Barclays 10-20 Year P 2010-04-12 2010-05-25
Ishares Barclays Short P 2010-02-25 2010-04-05
Ishares tR Russell Microcap P 2010-02-25 2010-04-05
Ishares tR Russell Microcap P 2010-02-25 2010-05-11
Ishares tR Russell Microcap P 2010-02-25 2010-05-25
Ishares TR MSCI EAFE Growth P 2010-02-25 2010-04-05
Ishares TR MSCI EAFE Growth P 2010-02-25 2010-05-25
Ishares TR MSCI EAFE Growth P 2010-05-11 2010-05-25
Standard & Poors Midcap P 2010-02-25 2010-04-05
Powershares India Exchange P 2010-04-05 2010-05-25
Powershares India Exchange P 2010-05-11 2010-05-25
Powershares DB Commodity P 2010-02-25 2010-05-25
Powershares DB Commodity P 2010-04-05 2010-05-25
Powershares DB Commodity P 2010-05-11 2010-05-25
Standard & Poors Depository P 2010-02-25 2010-05-25
Standard & Poors Depository P 2010-04-05 2010-05-25
Standard & Poors Depository P 2010-05-11 2010-05-25
SPDR Index Shrs P 2010-04-05 2010-05-25
SPDR Index Shrs P 2010-05-11 2010-05-25
SPDR Index Shrs P 2010-04-05 2010-05-25
SPDR Index Shrs P 2010-05-11 2010-05-25
SPDR Index Shrs P 2010-02-25 2010-04-05
SPDR Index Shrs P 2010-02-25 2010-05-11
SPDR Index Shrs P 2010-02-25 2010-05-25
SPDR Index Shrs P 2010-02-25 2010-04-05
SPDR Index Shrs P 2010-02-25 2010-05-25
SPDR Index Shrs P 2010-05-11 2010-05-25
SPDR Series Trust P 2010-02-25 2010-05-25
SPDR Series Trust P 2010-04-05 2010-05-25
SPDR Series Trust P 2010-05-11 2010-05-25
SPDR SER TR P 2010-02-25 2010-04-05
SPDR SER TR P 2010-02-25 2010-04-05
SPDR SER TR P 2010-02-25 2010-05-11
SPDR SER TR P 2010-02-25 2010-05-25
Select Sector SPDR P 2010-04-05 2010-05-25
Select Sector SPDR P 2010-05-11 2010-05-25
Sector SPDR Trust P 2010-04-05 2010-05-25
Sector SPDR Trust P 2010-05-11 2010-05-25
Sector SPDR Trust P 2010-02-25 2010-05-11
Sector SPDR Trust P 2010-02-25 2010-05-25
Sector SPDR Trust P 2010-04-05 2010-05-25
Vanguard Long Term Bond ETF P 2010-04-05 2010-05-11
Vanguard Long Term Bond ETF P 2010-04-05 2010-05-25
Vanguard Short Term Bond P 2010-02-25 2010-04-05
Vanguard Short Term Bond P 2010-02-25 2010-05-11
Vanguard Short Term Bond P 2010-02-25 2010-05-25
Vanguard Intl Equity Index P 2010-02-25 2010-05-11
Vanguard Intl Equity Index P 2010-02-25 2010-05-25
Vanguard Intl Equity Index P 2010-04-05 2010-05-25
Vanguard Sector Index P 2010-02-25 2010-04-05
Vanguard Sector Index P 2010-02-25 2010-05-11
Vanguard Sector Index P 2010-02-25 2010-05-25
Wisdomtree P 2010-02-25 2010-05-25
Wisdomtree P 2010-04-05 2010-05-25
Wisdomtree P 2010-05-11 2010-05-25
Akamai Technologies P 2008-05-29 2010-02-18
Cisco Systems P 2003-12-18 2010-02-18
Comcast P 2008-05-29 2010-02-18
Corning P 2005-06-28 2010-02-18
Eaton Vance D 2007-12-31 2010-02-18
Merck & Co P 2005-06-28 2010-02-18
Yahoo P 2008-02-06 2010-02-18
Artio Global Invt Fds P 2009-12-31 2010-02-18
Artio Global Invt Fds P 2006-12-31 2010-02-18
Artio Global Invt Fds P 2007-12-28 2010-02-18
Artio Global Invt Fds P 2009-12-31 2010-02-18
T Rowe Price Intl Fds P 2009-12-18 2010-02-18
T Rowe Price Intl Fds P 2006-12-31 2010-02-18
T Rowe Price Intl Fds P 2007-12-31 2010-02-18
T Rowe Price Intl Fds P 2008-12-31 2010-02-18
T Rowe Price Intl Fds Inc P 2006-12-31 2010-02-18
T Rowe Price Intl Fds Inc P 2007-12-31 2010-02-18
T Rowe Price Intl Fds Inc P 2009-12-31 2010-02-18
PIMCO Total Return Fund ClA P 2010-09-13 2010-12-10
PIMCO Total Return Fund ClA P 2010-09-13 2010-12-22
PIMCO Total Return Fund ClA P 2010-09-13 2010-12-23
PIMCO Total Return Fund ClA P 2010-09-13 2010-12-30
Powershares DB Commodity Index P 2010-02-25 2010-05-25
Powershares DB Commodity Index P 2010-02-25 2010-05-25
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 36,301   34,861 1,440
b 37,031   34,861 2,170
c 33,157   35,124 -1,967
d 78,083   87,444 -9,361
e 1,057   1,144 -87
19,387   25,363 -5,976
1,505   1,779 -274
103,787   115,968 -12,181
16,200   20,505 -4,305
9,302   10,690 -1,388
64,349   59,692 4,657
15,754   13,729 2,025
31,148   33,200 -2,052
1,677   1,894 -217
1,899   1,892 7
34,531   34,152 379
90,098   88,759 1,339
298,182   300,232 -2,050
211,176   235,252 -24,076
13,612   16,788 -3,176
20,511   22,783 -2,272
145   149 -4
84,129   93,909 -9,780
23,129   23,537 -408
22,775   25,235 -2,460
266   285 -19
1,006   922 84
22,609   22,635 -26
22,793   25,124 -2,331
91,671   83,602 8,069
61   57 4
33,574   34,655 -1,081
90,647   83,852 6,795
90,612   93,732 -3,120
470   511 -41
61,959   55,553 6,406
915   820 95
26,748   26,604 144
29,014   26,116 2,898
660   606 54
68,600   68,185 415
40,279   36,190 4,089
1,856   1,681 175
81,206   80,728 478
11,612   11,513 99
94,584   93,074 1,510
106,284   104,636 1,648
106,284   104,762 1,522
106,284   104,908 1,376
26,024   25,680 344
11,285   11,127 158
440,557   430,262 10,295
23,694   22,692 1,002
64,750   59,700 5,050
72,455   66,913 5,542
72,570   66,915 5,655
72,800   67,737 5,063
71,190   66,077 5,113
48,994   45,757 3,237
470,237   470,509 -272
28,248   25,365 2,883
2,847   2,529 318
56,056   54,919 1,137
6,923   6,235 688
161,483   178,020 -16,537
13,952   15,442 -1,490
131,416   118,824 12,592
21,126   25,268 -4,142
532   596 -64
167,660   186,660 -19,000
26,982   30,884 -3,902
3,515   3,878 -363
171,410   177,487 -6,077
8,761   9,855 -1,094
317   347 -30
21,105   24,898 -3,793
1,331   1,437 -106
30,800   37,350 -6,550
1,177   1,340 -163
14,067   13,130 937
682   647 35
44,959   45,328 -369
5,854   5,281 573
125,094   133,536 -8,442
5,637   6,286 -649
44,704   46,958 -2,254
46,719   50,146 -3,427
806   848 -42
470,244   470,266 -22
20,621   19,213 1,408
392   372 20
94,324   96,529 -2,205
32,967   37,726 -4,759
1,356   1,465 -109
101,875   110,784 -8,909
855   905 -50
2,180   1,956 224
45,282   45,275 7
52,512   58,714 -6,202
7,909   7,628 281
200,877   187,006 13,871
64,602   65,234 -632
6,898   6,909 -11
329,028   328,020 1,008
81,487   82,986 -1,499
30,132   34,166 -4,034
36,477   46,029 -9,552
4,100   3,619 481
5,557   4,723 834
65,847   63,120 2,727
56,536   58,482 -1,946
1,064   1,141 -77
125   131 -6
29,492   42,044 -12,552
60,419   58,875 1,544
77,944   108,903 -30,959
80,499   74,565 5,934
88,045   44,115 43,930
61,226   50,888 10,338
28,888   53,504 -24,616
4,725   4,979 -254
46,831   74,719 -27,888
14,946   24,636 -9,690
1,196   1,080 116
517   527 -10
26,666   35,678 -9,012
8,230   10,653 -2,423
530   355 175
6,829   11,687 -4,858
1,699   3,428 -1,729
1,338   634 704
75,000   80,019 -5,019
965,820   1,037,349 -71,529
19,800   21,318 -1,518
44,550   47,789 -3,239
      984
      1,480
37,224     37,224
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,440
b       2,170
c       -1,967
d       -9,361
e       -87
      -5,976
      -274
      -12,181
      -4,305
      -1,388
      4,657
      2,025
      -2,052
      -217
      7
      379
      1,339
      -2,050
      -24,076
      -3,176
      -2,272
      -4
      -9,780
      -408
      -2,460
      -19
      84
      -26
      -2,331
      8,069
      4
      -1,081
      6,795
      -3,120
      -41
      6,406
      95
      144
      2,898
      54
      415
      4,089
      175
      478
      99
      1,510
      1,648
      1,522
      1,376
      344
      158
      10,295
      1,002
      5,050
      5,542
      5,655
      5,063
      5,113
      3,237
      -272
      2,883
      318
      1,137
      688
      -16,537
      -1,490
      12,592
      -4,142
      -64
      -19,000
      -3,902
      -363
      -6,077
      -1,094
      -30
      -3,793
      -106
      -6,550
      -163
      937
      35
      -369
      573
      -8,442
      -649
      -2,254
      -3,427
      -42
      -22
      1,408
      20
      -2,205
      -4,759
      -109
      -8,909
      -50
      224
      7
      -6,202
      281
      13,871
      -632
      -11
      1,008
      -1,499
      -4,034
      -9,552
      481
      834
      2,727
      -1,946
      -77
      -6
      -12,552
      1,544
      -30,959
      5,934
      43,930
      10,338
      -24,616
      -254
      -27,888
      -9,690
      116
      -10
      -9,012
      -2,423
      175
      -4,858
      -1,729
      704
      -5,019
      -71,529
      -1,518
      -3,239
      984
      1,480
      37,224
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 -180,937
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 302,745 4,286,092 0.070634
2008 423,823 5,089,322 0.083277
2007 309,750 6,164,356 0.050249
2006 349,650 5,797,577 0.060310
2005 458,195 5,831,897 0.078567
2 Total of line 1, column (d) ...................... 2 0.343037
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 0.068607
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 5,024,912
5 Multiply line 4 by line 3....................... 5 344,744
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,138
7 Add lines 5 and 6......................... 7 345,882
8 Enter qualifying distributions from Part XII, line 4.............. 8 380,206
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 1,138
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,138
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,138
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,211
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 1,211
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 9
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 64
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet64 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMA
    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 ofbulletFrancis F Kingsley Telephone no.bullet (781) 890-0171
    Located atbullet255 Bear Hill Road 3rd FloorWalthamMA ZIP+4bullet02451
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LINDA WISNEWSKI TRUSTEE
    0.50     		0 0 0
    227 TEMPLE STREET
    NEWTON,MA02465
    WILLIAM COLLATOS TRUSTEE
    0.50     		0 0 0
    227 TEMPLE STREET
    NEWTON,MA02465
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    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...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,270,993
    b
    Average of monthly cash balances.......................
    1b
    2,830,441
    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
    5,101,434
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    5,101,434
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    76,522
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,024,912
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    251,246
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    251,246
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,138
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,138
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    250,108
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    250,108
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    250,108
    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
    380,206
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    380,206
    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
    1,138
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    379,068
    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 7 250,108
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 172,606
    b From 2006....... 64,822
    c From 2007....... 17,839
    d From 2008....... 171,973
    e From 2009....... 90,630
    fTotal of lines 3a through e......... 517,870
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 380,206
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 250,108
    e Remaining amount distributed out of corpus 130,098
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 647,968
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		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) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		172,606
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		475,362
    10 Analysis of line 9:
    a Excess from 2006.... 64,822
    b Excess from 2007.... 17,839
    c Excess from 2008.... 171,973
    d Excess from 2009.... 90,630
    e Excess from 2010.... 130,098
    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).)
    LINDA WISNEWSKI
    WILLIAM COLLATOS
    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
    American Red Cross
    PO Box 4002018
    Des Moines,IA50340     		    Unrestricted 2,000
    Artists Association of Nantucket
    PO Box 1104
    Nantucket,MA02554     		    Unrestricted 500
    Berklee College of Music
    1140 Boylston Street
    Boston,MA02115     		    Unrestricted 5,000
    Berklee College of Music
    1140 Boylston Street
    Boston,MA02115     		    Unrestricted 20,000
    Boston Medical Center
    801 Massachusetts Ave
    Boston,MA02118     		    Unrestricted 5,000
    Boston Partners in Education
    44 Farnsworth Street
    Boston,MA02210     		    Unrestricted 4,600
    Colgate University
    13 Oak Drive
    Hamilton,NY13346     		    Unrestricted 10,000
    Cystic Fibrosis Foundation
    220 North Main Street
    Natick,MA01760     		    Unrestricted 9,400
    Doctors Without Borders
    333 Seventh Avenue
    New York,NY10001     		    Unrestricted 3,000
    Epiphany School
    154 Centre Street
    Dorchester,MA02124     		    Unrestricted 5,206
    Harvard University
    124 Mount Auburn Street
    Cambridge,MA02138     		    Unrestricted 150,000
    Harvard University
    124 Mount Auburn Street
    Cambridge,MA02138     		    Unrestricted 5,000
    Harvard University
    124 Mount Auburn Street
    Cambridge,MA02138     		    Unrestricted 5,000
    Horizon's for Homeless Children
    1705 Columbus Avenue
    Roxbury,MA02119     		    Unrestricted 25,000
    Horizon's for Homeless Children
    1705 Columbus Avenue
    Roxbury,MA02119     		    Unrestricted 5,000
    Globe Santa Fund
    PO Box 55820
    Boston,MA02205     		    Unrestricted 1,000
    New Art Center
    61 Washington Park
    Newtonville,MA02460     		    Unrestricted 500
    Newton Historical Society
    527 Washington Street
    Newton,MA02458     		    Unrestricted 1,000
    Newton Historical Society
    527 Washington Street
    Newton,MA02458     		    Unrestricted 1,000
    Newton Historical Society
    527 Washington Street
    Newton,MA02458     		    Unrestricted 10,000
    Partners in Health
    888 Commonwealth Ave
    Boston,MA02115     		    Unrestricted 5,000
    Partners in Health
    888 Commonwealth Ave
    Boston,MA02115     		    Unrestricted 3,000
    Pine Street Inn
    444 Harrison Avenue
    Boston,MA02118     		    Unrestricted 2,000
    Princeton in Asia
    194 Nassau Street
    Princeton,NJ08542     		    Unrestricted 1,000
    Rodman Ride for Kids
    10 Lincoln Road
    Foxboro,MA02035     		    Unrestricted 20,000
    Simmons School
    300 The Fenway
    Boston,MA02115     		    Unrestricted 2,000
    The Roxbury Latin School
    101 St Theresas Ave
    West Roxbury,MA02132     		    Unrestricted 25,000
    The Steppingstone Foundation
    77 Summer Street
    Boston,MA02110     		    Unrestricted 1,500
    The Winsor School
    Pilgrim Road
    Boston,MA02115     		    Unrestricted 50,000
    WGBH
    One Guest Street
    Boston,MA02135     		    Unrestricted 2,500
    Total .................................bullet 3a 380,206
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments         5,119
    4 Dividends and interest from securities....         119,837
    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         -180,937
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 -55,981
    13Total. Add line 12, columns (b), (d), and (e)...................
    13-55,981
    (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.)
    3 THIS REPRESENTS INCOME OR LOSSES EARNED ON THE ASSETS IN THE
    4 FOUNDATION
    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


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    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE LINDA WISNEWSKI AND WILLIAM
    COLLATOS FAMILY FOUNDATION
    EIN: 04-3580383
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Akamai Technologies 0 0
    Cisco Systems 0 0
    Corning 0 0
    Comcast 0 0
    Eaton Vance 0 0
    Merck & Co 0 0
    Yahoo 0 0
    Abbott Laboratories 7,536 7,474
    Air Products & Chemicals 5,024 5,184
    Alliance Data System Corp 2,063 2,060
    Amgen Inc. 1,243 1,208
    Anadarko Petroleum 8,892 10,205
    Apache Corp 9,357 9,538
    Assurant Inc 1,983 2,042
    Bank New York Mellon 3,530 3,624
    Baxter International 4,022 3,898
    Chubb 2,511 2,505
    Cisco 3,806 3,904
    Conagra Foods 5,027 5,058
    Devon Energy 9,001 9,657
    Dominion Resources 1,267 1,282
    Dover 5,015 5,085
    EOG Res Inc 2,807 2,834
    Exxon Mobil 5,055 5,118
    Fluor Corp 2,578 2,717
    General Mills 5,010 4,876
    Illinois Tool 5,041 5,233
    JP Morgan Chase 7,558 7,933
    Johnson & Johnson 6,247 6,185
    KLA-Tencor 6,287 6,144
    Kimberly Clark 3,728 3,782
    Linear Technology 2,528 2,525
    Marsh & Mclennan 3,745 3,800
    McDonalds 4,985 4,989
    Medtronic 7,456 7,678
    Merck & Co 7,525 7,388
    Microsoft 6,222 6,224
    Occidental Pete 9,264 9,614
    PNC Financial 5,028 5,161
    Paker Hannifin 5,036 5,092
    Pepsico 7,542 7,513
    Pfizer 7,529 7,670
    Procter & Gamble 7,560 7,591
    Prudential 5,085 5,166
    Quest Diagnostics 3,820 3,832
    Raytheon 3,803 3,893
    Sysco 5,007 5,027
    3M Co 5,004 5,005
    The Travelers Companies 6,270 6,295
    US Bancorp 5,077 5,232
    United Technologies 8,761 8,738
    UnitedHealth Group 5,041 5,092
    Wal-Mart 5,004 4,961
    Wells Fargo 5,099 5,206
    AMB Property 6,292 6,342
    Alliant Energy 5,563 5,516
    American Campus Communities 7,842 7,940
    Apollo Investment 5,059 4,982
    Aqua America 5,105 5,058
    Centerpoint Energy 7,919 7,860
    China Mobile Limited 6,128 6,203
    Chunghwa Telecom 6,288 6,318
    Digital Realty Trust 5,048 5,154
    Duke Realty Corp 4,944 4,984
    Exelon Corp 8,378 8,328
    Johnson & Johnson 7,776 7,731
    Microchip Technology 6,881 6,842
    Nationwide Health Properties 7,021 7,276
    New Jersey Resources Corp 5,475 5,389
    New York Community Bancorp 5,695 5,655
    Nintendo 5,544 5,509
    Norfolk Southern 7,845 7,852
    PG&E 6,031 5,980
    Petrochina Co 6,307 6,574
    Philip Morris 5,857 5,853
    Rayonier Inc 7,953 7,878
    Sanofi Aventis 8,010 8,057
    Spectra Energy 7,556 7,497
    TECO Energy 6,219 6,230
    Total SA 6,624 6,685
    Unilever 7,827 7,850
    United Parcel Svc 7,290 7,258
    Weyerhaeuser Co 6,569 6,625
    World Wrestling Entertainment 5,772 5,696
    JP Morgan Chase & Co 7,186 7,270
    Bunge Ltd 2,503 2,621
    Alcon Inc 2,573 2,614
    Logitech International 2,684 2,504
    Qiagen NV 3,540 3,539
    Air Liquide 9,098 8,989
    Allianz 7,053 6,922
    America Movil 5,699 5,734
    Arm Holdings PLC 5,257 5,769
    Atlas Copco 4,375 4,417
    BG Group PLC 5,343 5,174
    CSL Ltd 3,106 3,106
    Canon Inc 5,745 6,007
    Carnival Corp 2,915 3,089
    China Resources Enterprise 2,816 2,122
    Cochlear Ord 4,030 4,162
    DBS Group 1,973 2,057
    Dassault Systems 8,944 8,931
    Encana Corp 2,152 2,184
    Erste Group Bank 7,136 7,378
    Fanuc Limited 6,863 7,010
    Fresenius Medical Care 4,205 4,096
    Gazprom O A O 4,973 4,875
    HSBC Holdings 3,159 3,062
    Hoya Corp 4,704 4,766
    ICICI Bank 7,047 7,242
    Imperial Oil 3,602 3,849
    ITAU Unibanco 3,818 3,962
    Jupiter Telecommunications 3,098 3,104
    LI & Fung Ltd 5,585 5,587
    Loreal 5,209 5,015
    LVMH Moet 6,858 6,837
    Lonza Group 2,228 2,195
    Mtn Group Ltd 5,022 5,466
    Nestle SA 8,993 9,163
    Novo Nordisk 4,913 5,066
    Petroleo 2,637 2,904
    Roche Holding Ltd 5,089 5,107
    SAP AG 6,140 6,276
    Sasol Ltd 2,566 2,759
    Schlumberger Ltd 6,534 6,597
    Schneider Electric 6,869 6,431
    Swatch Group 4,512 4,494
    Taiwan Semiconductor 5,313 5,580
    Tesco Plc 4,359 4,212
    Teva Pharma 3,422 3,336
    Turkeye Garanti Bankasi 3,458 3,165
    Unicharm Corp 4,675 4,580
    Unilever Plc 2,443 2,470
    WPP Plc 8,358 8,428
    Walmart 6,872 7,010

    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE LINDA WISNEWSKI AND WILLIAM
    COLLATOS FAMILY FOUNDATION
    EIN: 04-3580383
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Artio International Equity Fund AT COST 0 0
    T Rowe Price Intl Discovery Fund AT COST 0 0
    T Rowe Price Emerging Euro & Med AT COST 0 0
    DFC Sub Debt AT COST 191,667 191,667
    PIMCO Total Return Fund CL A AT COST 1,446,926 1,374,415
    AlternativeFocus Brevan Howard Ltd AT COST 250,000 251,571
    Feingold O'Keefe Distressed Loan Ff AT COST 1,000,000 1,030,712
    BWAS Strategic Commodities Fund AT COST 500,000 500,000

    TY 2010 OtherExpensesSchedule
    Name:
    THE LINDA WISNEWSKI AND WILLIAM
    COLLATOS FAMILY FOUNDATION
    EIN: 04-3580383
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Mgmt/Bank Fees 11,170 11,170   0
    Miscellaneous 426 0   0
    Nondeductible Portion of Donations 2,600 0   0


    TY 2010 TaxesSchedule
    Name:
    THE LINDA WISNEWSKI AND WILLIAM
    COLLATOS FAMILY FOUNDATION
    EIN: 04-3580383
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Tax 1,000 0   0
    State Tax 250 0   0