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
PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)157 S RIVER ROAD   Room/suite
City or town, state, and ZIP code
NOGALES, AZ856219729
A Employer identification number

20-4177878
B Telephone number (see page 10 of the instructions)

(520) 287-7051
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$12,004,498J 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) 35,368
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 166,699 165,641 166,699
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -89,472
b Gross sales price for all assets on line 6a 1,044,340
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 30,710
9 Income modifications...........  
10a Gross sales less returns and allowances 46,181
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 46,181 46,181
11 Other income (attach schedule)....... Click to see attachment -12,063 -10,790 -12,063
12 Total. Add lines 1 through 11........ 146,713 154,851 231,527
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,968 11,871 0 83,097
14 Other employee salaries and wages...... 100,679 0 0 100,679
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,772 6,000 6,000 10,772
c Other professional fees (attach schedule).... Click to see attachment 31,331 31,331 31,331 0
17 Interest............... 4,517 4,517 0 0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 30,381 12,224 12,224 18,157
19 Depreciation (attach schedule) and depletion... Click to see attachment 35,165 0 35,390
20 Occupancy.............. 4,000 0 0 4,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 271,934 20,332 31,864 240,027
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 589,747 86,275 116,809 456,732
25 Contributions, gifts, grants paid........ 11,389 11,389
26 Total expenses and disbursements. Add lines 24 and 25 601,136 86,275 116,809 468,121
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -454,423
b Net investment income (if negative, enter -0-) 68,576
c Adjusted net income (if negative, enter -0-)... 114,718
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............... 839,688 394,055 394,055
2 Savings and temporary cash investments.......... 533,394 355,147 355,147
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) 1,056,796 Click to see attachment838,191 886,063
b Investments—corporate stock (attach schedule)........ 187,987 Click to see attachment219,534 292,657
c Investments—corporate bonds (attach schedule)........ 91,463 Click to see attachment46,495 49,071
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,860,050 Click to see attachment4,016,872 4,350,321
14 Land, buildings, and equipment: basis bullet5,830,882
Less: accumulated depreciation (attach schedule) bullet156,785 5,684,677 Click to see attachment5,674,097 5,674,097
15 Other assets (describe bullet) Click to see attachment755,290 Click to see attachment3,087 Click to see attachment3,087
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,009,345 11,547,478 12,004,498
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) Click to see attachment7,444 Click to see attachment0
23 Total liabilities (add lines 17 through 22).......... 7,444 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 0 0
29 Retained earnings, accumulated income, endowment, or other funds 12,001,901 11,547,478
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,001,901 11,547,478
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 12,009,345 11,547,478
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 12,001,901
2 Enter amount from Part I, line 27a...................... 2 -454,423
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 11,547,478
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 11,547,478
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 CHARLES SCHWAB - TAMRO P 2010-01-01 2010-12-31
b CHARLES SCHWAB - TAMRO P 2009-12-31 2010-12-31
c CHARLES SCHWAB - FUNDING P 2010-01-01 2010-12-31
d CHARLES SCHWAB - FUNDING P 2009-12-31 2010-12-31
e CHARLES SCHWAB - BRECKINRIDGE P 2010-01-01 2010-12-31
CHARLES SCHWAB - BRECKINRIDGE P 2009-12-31 2010-12-31
ALTERNATIVE FUND IV P 2010-01-01 2010-12-31
ALTERNATIVE FUND IV P 2009-12-31 2010-12-31
UNIVERSA BLACK SWAN PROTECTION P 2010-01-01 2010-12-31
UNIVERSA BLACK SWAN PROTECTION P 2009-12-31 2010-12-31
ALTERNATIVE FUND IV P 2009-12-31 2010-12-31
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 60,858   45,575 15,283
b 64,296   49,298 14,998
c 127,591   99,411 28,180
d 384,440   471,223 -86,783
e 70,068   69,948 120
337,048   319,975 17,073
    5,412 -5,412
    53,181 -53,181
    7,461 -7,461
    9,808 -9,808
    1,584 -1,584
39     39
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       15,283
b       14,998
c       28,180
d       -86,783
e       120
      17,073
      -5,412
      -53,181
      -7,461
      -9,808
      -1,584
      39
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 -88,536
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 30,710
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 389,790 4,738,885 0.082254
2008 599,787 5,570,303 0.107676
2007 189,235 6,915,998 0.027362
2006      
2005      
2 Total of line 1, column (d) ...................... 2 0.217292
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 0.072431
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 5,603,870
5 Multiply line 4 by line 3....................... 5 405,894
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 686
7 Add lines 5 and 6......................... 7 406,580
8 Enter qualifying distributions from Part XII, line 4.............. 8 468,121
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 1 686
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............................ 3 686
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- ..... 5 686
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 503
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.............. 7 503
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 185
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)bulletAZ
    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
    Yes
     
    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 addressbulletHTTP://SANTAFERANCHFOUNDATION.ORG/
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (520) 287-8592
    Located atbullet157 S RIVER ROADNOGALESAZ ZIP+4bullet856219729
    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
    JOHN ANTHONY SEDGWICK PRESIDENT
    40.00     		49,846 0 0
    157 SOUTH RIVER
    NOGALES,AZ85621
    HENRIETTA BARASSI SECRETARY
    10.00     		0 0 0
    157 SOUTH RIVER
    NOGALES,AZ85621
    ANGEL SEDGWICK VICE-PRESIDENT
    10.00     		0 0 0
    157 SOUTH RIVER
    NOGALES,AZ85621
    SUSANA SEDGWICK DIRECTOR
    5.00     		0 0 0
    157 SOUTH RIVER
    NOGALES,AZ85621
    GUILLERMINA SEDGWICK DIRECTOR
    5.00     		0 0 0
    157 SOUTH RIVER
    NOGALES,AZ85621
    RON FISH DIRECTOR
    5.00     		45,122 0 0
    157 SOUTH RIVER
    NOGALES,AZ85621
    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 THE FOUNDATION IS COMMITTED TO PRESERVING THE LAND; ADVANCING RESEARCH IN ENVIRONMENTAL SCIENCE AND AGRICULTURE; ENCOURAGING SAFE, HEALTHY, ACTIVE LIVING; AND SHARING THE IMPORTANCE AND THE PRIVILEGE OF LEARNING WITH THE LEADERS OF TOMORROW, OUR CHILDREN. 468,121
    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
    5,236,867
    b
    Average of monthly cash balances.......................
    1b
    452,341
    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
    5,689,208
    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
    5,689,208
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    85,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,603,870
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    280,194
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    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
     
    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
    468,121
    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
    468,121
    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
    686
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    467,435
    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  
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$  
    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.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    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 ..........     		 
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
    114,718 120,773 220,818 174,318 630,627
    b 85% of line 2a ......... 97,510 102,657 187,695 148,170 536,033
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		468,121 390,544 601,032 189,235 1,648,932
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		468,121 390,544 601,032 189,235 1,648,932
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		186,796 157,963 185,677 116,212 646,648
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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:
    JOHN ANTHONY SEDGWICK
    157 SOUTH RIVER
    NOGALES,AR85621
    (520) 287-7051
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFICED FORM OR INFORMATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ARIZONA ZOO THERAPY ORGANIZATION
    157 S RIVER RD
    NOGALES,AZ85621     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 1,110
    CATALINA COUNCIL BSA
    5049 E BROADWAY BLVD STE 200
    TUCSON,AZ85711     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 250
    SANTA CRUZ COUNTY FAIR
    2601 E LAKE AVE
    WATSONVILLE,CA95076     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 500
    ANNE C STRADLING EQUINE FOUNDATION
    26301 HWY 70 WEST
    RUIDOSO DOWNS,NM88346     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 500
    ANZA TRAIL COALITION OF ARIZONA
    PO BOX 4711
    TUBAC,AZ85646     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 250
    ARIZONA CATTLE GROWERS' ASSOCIATION
    1401 N 24TH ST STE 4
    PHOENIX,AZ85008     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 150
    AZ RANGERS
    5100 W INA RD
    TUCSON,AZ85743     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 108
    CIRCLES OF PEACE INC
    404 CRASFORD ST
    NOGALES,AZ85621     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 2,000
    CITIZEN AUTO STAGE
    359 E LINCOLN ST
    TUCSON,AZ85714     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 271
    FRIENDS OF BUENOS AIRES NWR
    PO BOX 577
    ARIVACA,AZ85601     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 100
    SANTA CRUZ COUNTY FOUNDATION
    7807 SOQUEL DRIVE
    APTOS,CA95003     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 5,500
    SANTA CRUZ COUNTY 4-H
    3241 N GRAND AVE
    NOGALES,AZ85621     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 250
    SANTA CRUZ COWBELLES
    1401 N 24TH ST STE 4
    PHOENIX,AZ85007     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 350
    SC NATURAL RESOURCE CONSERVATION DISTRICT
    3241 NORTH GRAND AVENUE 6
    NOGALES,AZ85621     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING 50
    Total .................................bullet 3a 11,389
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 166,699  
    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.....     15 3,636  
    8Gain or (loss) from sales of assets other than inventory     18 -89,472  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..         46,181
    11 Other revenue: aOTHER PASSTHROUGH INVESTMENT INCOME     14 -14,426  
    bPASSTHROUGH UNRELATED BUSINESS INCOME 561499 -1,273      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -1,273 66,437 46,181
    13Total. Add line 12, columns (b), (d), and (e)...................
    13111,345
    (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.)
    10 SALE OF CATTLE PROCEEDS OF WHICH ARE USED TO FURTHER THE EXEMPT PURPOSE OF THE 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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
     
    Employer identification number

    20-4177878
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
          		Employer identification number

    20-4177878
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    US FISH AND WILDLIFE SERVICE    
    PO BOX 39
       
    PINETOP, AZ   85935

    		$19,471




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    FINISH LINE YOUTH FOUNDATION GRANT    
    W6316 DESIGN DRIVE
       
    GREENVILLE, WI   54942

    		$8,500




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
          		Employer identification number

    20-4177878
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
          		Employer identification number

    20-4177878
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 16,772 6,000 6,000 10,772

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

    TY 2010 DepreciationSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    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
    4 COWS 2003-07-24 32,400 32,400 150DB 5.000000000000 0 0 0  
    35 BRED COWS 2003-07-24 21,000 21,000 150DB 5.000000000000 0 0 0  
    1 ANGUS BULL 2003-07-24 2,600 2,600 150DB 5.000000000000 0 0 0  
    3 HORSES 2003-07-24 3,000 2,816 150DB 7.000000000000 184 0 184  
    2 HORSES 2003-07-24 3,000 2,816 150DB 7.000000000000 92 0 184  
    1996 45HP J DEERE TRACTOR 2003-07-24 4,000 3,755 150DB 7.000000000000 245 0 245  
    18HP NEW HOLLAND TRACTOR 2003-07-24 500 469 150DB 7.000000000000 31 0 31  
    1977 2-TWINE HAY BAILER 2003-07-24 1,000 939 150DB 7.000000000000 61 0 61  
    HAY RACK 2003-07-24 400 376 150DB 7.000000000000 24 0 24  
    7' SICKLE BAR HAY MOWER 2003-07-24 150 141 150DB 7.000000000000 9 0 9  
    5' BRUSHHOG MOWER 2003-07-24 400 376 150DB 7.000000000000 24 0 24  
    4' ROTARY MOWER 2003-07-24 300 282 150DB 7.000000000000 18 0 18  
    5' ROTOTILLER 2003-07-24 200 188 150DB 7.000000000000 12 0 12  
    14' JOHN DEERE GRAIN DRILL 2003-07-24 500 469 150DB 7.000000000000 31 0 31  
    6' JOHN DEERE TILLAGE DISK 2003-07-24 500 469 150DB 7.000000000000 31 0 31  
    2 MOLD BOARD PLOW 2003-07-24 200 188 150DB 7.000000000000 12 0 12  
    6' CULTIPACKER 2003-07-24 200 188 150DB 7.000000000000 12 0 12  
    5' ROCK PICKER WITH 8HP ENGINE 2003-07-24 500 469 150DB 7.000000000000 31 0 31  
    SEED BROADCASTER 500# CAPACITY 2003-07-24 100 94 150DB 7.000000000000 6 0 6  
    8' FLEX TYPE HARROW 2003-07-24 100 94 150DB 7.000000000000 6 0 6  
    BORDER DISK 2003-07-24 400 376 150DB 7.000000000000 24 0 24  
    OLD UTILITY TRAILER 2003-07-24 100 94 150DB 7.000000000000 6 0 6  
    ELECTRIC CEMENT MIXER 2003-07-24 200 188 150DB 7.000000000000 12 0 12  
    5' 3-POINT SCRAPER 2003-07-24 200 188 150DB 7.000000000000 12 0 12  
    8HP ELEC AIR COMPRESSOR 2003-07-24 300 282 150DB 7.000000000000 18 0 18  
    200 AMP ELEC WELDER 2003-07-24 100 94 150DB 7.000000000000 6 0 6  
    ACETYLENE TORCH SET 2003-07-24 100 94 150DB 7.000000000000 6 0 6  
    16" STIHL CHAINSAW 2003-07-24 50 47 150DB 7.000000000000 3 0 3  
    2 500 GAL FUEL TANKS 2003-07-24 300 282 150DB 7.000000000000 18 0 18  
    1000 GAL FUEL TANK 2003-07-24 300 282 150DB 7.000000000000 18 0 18  
    6 SADDLES W/ACCESSORIES 2003-07-24 1,500 1,408 150DB 7.000000000000 92 0 92  
    LIVESTOCK SQUEEZE CHUTE 2003-07-24 500 469 150DB 7.000000000000 31 0 31  
    CALF TABLE 2003-07-24 200 188 150DB 7.000000000000 12 0 12  
    LIVESTOCK PUMP IN PASTURE #2 2003-07-24 1,534 1,440 150DB 7.000000000000 94 0 94  
    15HP MOTOR FOR IRRIG SYS 2003-07-24 3,422 3,212 150DB 7.000000000000 210 0 210  
    LOADING CHUTE 2004-05-29 4,000 3,475 150DB 7.000000000000 350 0 525  
    CARMENCITA IRRIG WELL MOTR, METRS, LBR 2004-05-30 9,305 8,084 150DB 7.000000000000 407 0 1,221  
    LAWNMOWER 2006-08-31 150 86 150DB 7.000000000000 18 0 21  
    WELL CASING METHAL CUTTING SAW 2006-11-26 954 545 150DB 7.000000000000 117 0 136  
    2000 GMC 3/4T PICKUP 2003-07-24 6,000 6,000 150DB 5.000000000000 0 0 0  
    1975 CHEVY 1/2T PICKUP 2003-07-24 500 500 150DB 5.000000000000 0 0 0  
    1975 2-HORSE TRAILER 2003-07-24 800 800   6.000000000000 0 0 0  
    14' HMD FLATBED TRAILER 2003-07-24 500 500   6.000000000000 0 0 0  
    2002 FORD F-150 PU 2003-07-24 19,164 19,164 150DB 5.000000000000 0 0 0  
    1990 YUKON 24FT TRAVEL TRAILER 2006-03-18 5,900 4,345   6.000000000000 622 0 983  
    WELL DEPTH WORK 2005-01-03 12,494 5,485 150DB 15.000000000000 701 0 833  
    PORTABLE CORRAL 2007-04-18 1,920 829 150DB 10.000000000000 164 0 192  
    H&W CATTLE PORTABLE PANELS 2006-09-04 2,200 951 150DB 10.000000000000 192 0 220  
    NEW FURNACE FOR COWBOY HOUSE 2004-03-11 1,232 1,071 150DB 7.000000000000 107 0 161  
    1973 FORD 2T CATTLE TRUCK 2003-07-24 700 700 150DB 5.000000000000 0 0 0  
    OFFICE BUILDING 2007-07-02 138,630 20,014 150DB 20.000000000000 8,896 0 6,932  
    FENCE 2007-07-02 11,050 4,228 150DB 7.000000000000 1,516 0 1,579  
    TABLES AND CHAIRS 2007-07-02 764 293 150DB 7.000000000000 105 0 109  
    TREES 2007-07-02 1,560 296 150DB 15.000000000000 126 0 104  
    TRAILER 2007-07-02 484 247 150DB 5.000000000000 95 0 97  
    BUILDING 2008-12-24 31,623 2,646 150DB 20.000000000000 2,173 0 2,173  
    LAND IMPROVEMENTS 2008-12-31 56,220 6,255 150DB 15.000000000000 4,997 0 4,997  
    PUMP AND TANK 2008-01-14 26,011 9,406 150DB 7.000000000000 3,558 0 3,558  
    COOLER 2008-06-13 2,229 263 150DB 20.000000000000 147 0 147  
    TRUCK 2008-09-03 33,155 12,557 150DB 5.000000000000 6,179 0 6,631  
    FENCE 2009-05-01 8,428 452 150DB 7.000000000000 806 0 1,204  
    COMPUTER 2009-01-15 607 61 200DB 5.000000000000 97 0 121  
    LAND 2003-07-24 5,419,870   L   0 0 0  
    REFRIGERATOR AND SINK FAUCET 2009-01-01 1,060 76 200DB 7.000000000000 130 0 151  
    PUMP FOR EQUIP PROJECT 2010-03-17 4,365   150DB 7.000000000000 468 0 468  
    SOLAR PUMP 2010-12-16 5,766   150DB 7.000000000000 618 0 0  
    GREENHOUSE 2010-02-22 15,390   150DB 10.000000000000 1,154 0 1,283  
    1 HORSE 2003-07-24 1,000 939 150DB 7.000000000000 31 0 61  

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

    TY 2010 GainLossSaleOtherAssetsSch
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    CARMENCITA IRRIG WELL MOTR, METRS, LBR 2004-05 PURCHASED 2010-12     9,305   0 -814 8,491
    2000 GMC 2003-07 PURCHASED 2010-12     6,000   0   6,000
    1973 FORD 2T CATTLE TRUCK 2003-07 PURCHASED 2010-12     700   0   700
    4 COWS 2003-07 PURCHASED 2010-12     32,400   0   32,400
    35 BRED COWS 2003-07 PURCHASED 2010-12     21,000   0   21,000
    2 HORSE 2003-07 PURCHASED 2010-12     3,000   0 -92 2,908
    1 HORSE 2003-07 PURCHASED 2010-12     1,000   0 -30 970

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB - BRECKINRIDGE 46,495 49,071

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB - TAMRO 219,534 292,657

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    US Government Securities - End of Year Book Value:

    156,718
    US Government Securities - End of Year Fair Market Value:

    168,948
    State & Local Government Securities - End of Year Book Value:


    681,473
    State & Local Government Securities - End of Year Fair Market Value:


    717,115


    TY 2010 InvestmentsOtherSchedule2
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWAB - FUNDING AT COST 2,440,089 2,773,538
    UNIVERSA BLACK SWAN PROTECTION PROTOCOL III LP AT COST 0 0
    AURORA OFFSHORE FD LTD AT COST 650,000 650,000
    ALTERNATIVE FUND IV LP AT COST 326,783 326,783
    FEDERAL STREET AT COST 600,000 600,000

    TY 2010 LandEtcSchedule2
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    1 ANGUS BULL 2,600 2,600   0
    3 HORSES 3,000 3,000   0
    1996 45HP J DEERE TRACTOR 4,000 4,000   0
    18HP NEW HOLLAND TRACTOR 500 500   0
    1977 2-TWINE HAY BAILER 1,000 1,000   0
    HAY RACK 400 400   0
    7' SICKLE BAR HAY MOWER 150 150   0
    5' BRUSHHOG MOWER 400 400   0
    4' ROTARY MOWER 300 300   0
    5' ROTOTILLER 200 200   0
    14' JOHN DEERE GRAIN DRILL 500 500   0
    6' JOHN DEERE TILLAGE DISK 500 500   0
    2 MOLD BOARD PLOW 200 200   0
    6' CULTIPACKER 200 200   0
    5' ROCK PICKER WITH 8HP ENGINE 500 500   0
    SEED BROADCASTER 500# CAPACITY 100 100   0
    8' FLEX TYPE HARROW 100 100   0
    BORDER DISK 400 400   0
    OLD UTILITY TRAILER 100 100   0
    ELECTRIC CEMENT MIXER 200 200   0
    5' 3-POINT SCRAPER 200 200   0
    8HP ELEC AIR COMPRESSOR 300 300   0
    200 AMP ELEC WELDER 100 100   0
    ACETYLENE TORCH SET 100 100   0
    16" STIHL CHAINSAW 50 50   0
    2 500 GAL FUEL TANKS 300 300   0
    1000 GAL FUEL TANK 300 300   0
    6 SADDLES W/ACCESSORIES 1,500 1,500   0
    LIVESTOCK SQUEEZE CHUTE 500 500   0
    CALF TABLE 200 200   0
    LIVESTOCK PUMP IN PASTURE #2 1,534 1,534   0
    15HP MOTOR FOR IRRIG SYS 3,422 3,422   0
    LOADING CHUTE 4,000 3,825 175 0
    LAWNMOWER 150 104 46 0
    WELL CASING METHAL CUTTING SAW 954 662 292 0
    1975 CHEVY 1/2T PICKUP 500 500   0
    1975 2-HORSE TRAILER 800 800   0
    14' HMD FLATBED TRAILER 500 500   0
    2002 FORD F-150 PU 19,164 19,164   0
    1990 YUKON 24FT TRAVEL TRAILER 5,900 4,967 933 0
    WELL DEPTH WORK 12,494 6,186 6,308 0
    PORTABLE CORRAL 1,920 993 927 0
    H&W CATTLE PORTABLE PANELS 2,200 1,143 1,057 0
    NEW FURNACE FOR COWBOY HOUSE 1,232 1,178 54 0
    OFFICE BUILDING 138,630 28,910 109,720 0
    FENCE 11,050 5,744 5,306 0
    TABLES AND CHAIRS 764 398 366 0
    TREES 1,560 422 1,138 0
    TRAILER 484 342 142 0
    BUILDING 31,623 4,819 26,804 0
    LAND IMPROVEMENTS 56,220 11,252 44,968 0
    PUMP AND TANK 26,011 12,964 13,047 0
    COOLER 2,229 410 1,819 0
    TRUCK 33,155 18,736 14,419 0
    FENCE 8,428 5,472 2,956 0
    COMPUTER 607 462 145 0
    LAND 5,419,870 0 5,419,870 0
    REFRIGERATOR AND SINK FAUCET 1,060 736 324 0
    PUMP FOR EQUIP PROJECT 4,365 468 3,897 0
    SOLAR PUMP 5,766 618 5,148 0
    GREENHOUSE 15,390 1,154 14,236 0


    TY 2010 OtherAssetsSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST PAID 197    
    EMPLOYEE ADVANCE 4,900 2,300 2,300
    DISTRIBUTION RECEIVABLE 739,710 787 787
    PREPAID INCOME TAX 8,529    
    OTHER 66    
    OTHER RECEIVABLES 1,888    


    TY 2010 OtherExpensesSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 4,971 0 0 4,971
    BANK SERVICE CHARGE 175 0 0 175
    CAR & TRUCK EXPENSES 15,131 0 0 15,131
    COMPUTER EXPENSES 1,083 0 0 1,083
    CONSERVATION EXPENSE 750 0 0 750
    CONTRACT LABOR 59,711 0 0 59,711
    DUES 25 0 0 25
    FEED PURCHASED 7,035 0 7,035 0
    FERTILIZERS AND LIME 4,125 0 0 4,125
    GARDERN AND BIRDS 1,034 0 0 1,034
    GASOLINE, FUEL & OIL 8,767 0 0 8,767
    INSURANCE EXPENSE 7,284 0 0 7,284
    HEALTH INSURANCE 21,630 0 0 21,630
    WORKMAN'S COMPENSATION 9,369 0 0 9,369
    LICENSES & PERMITS 1,042 0 0 1,042
    MISCELLANEOUS 13,778 0 0 13,778
    OFFICE SUPPLIES 5,388 0 0 5,388
    POSTAGE & DELIVERY 869 0 0 869
    PROFESSIONAL DEVELOPMENT 7,634 0 0 7,634
    PUMP & WELL EXPENSES 2,760 0 0 2,760
    RANCH SUPPLIES 8,834 0 0 8,834
    REPAIRS & MAINTENANCE 4,274 0 0 4,274
    SEEDS AND PLANT PURCHASE 739 0 0 739
    SMALL TOOLS & EQUIPMENT 360 0 0 360
    SCHOOL TOUR SNACKS 2,934 0 0 2,934
    VOLUNTEER 850 0 0 850
    SUPPLIES 2,206 0 0 2,206
    TELEPHONE EXPENSES 2,304 0 0 2,304
    UTILITIES 18,035 0 0 18,035
    VETERINARY, BREEDING, MEDICINE 4,499 0 4,499 0
    OTHER PORTFOLIO DEDUCTIONS 20,330 20,330 20,330 0
    NON-DEDUCTIBLE EXPENSES 41 0 0 0
    GRANT EXPENSE 33,965 0 0 33,965
    DONATION 2 2 0 0


    TY 2010 OtherIncomeSchedule2
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORIDINARY BUSINESS INCOME 3,283 3,283 3,283
    ROYALTIES 353 353 353
    OTHER PASSTHROUGH INVESTMENT INCOME -14,426 -14,426 -14,426
    PASSTHROUGH UNRELATED BUSINESS INCOME -1,273 0 -1,273


    TY 2010 OtherLiabilitiesSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Description Beginning of Year - Book Value End of Year - Book Value
    INCOME TAX PAYABLE 754 0
    OTHER PAYABLES 6,690 0


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 31,331 31,331 31,331 0


    TY 2010 TaxesSchedule
    Name:
    PAULA AND CABOT SEDGWICK FAMILY FOUNDATION
    EIN: 20-4177878
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,107 2,107 2,107 0
    INCOME TAX 10,117 10,117 10,117 0
    PAYROLL TAX 15,171 0 0 15,171
    PROPERTY TAX 2,986 0 0 2,986