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
LIFEWORKS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 50276   Room/suite
City or town, state, and ZIP code
NASHVILLE, TN372050276
A Employer identification number

62-1428468
B Telephone number (see page 10 of the instructions)

(615) 269-6663
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$4,819,992J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 1,306 1,306  
4 Dividends and interest from securities...... 76,501 76,501  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 243,934
b Gross sales price for all assets on line 6a 2,423,488
7 Capital gain net income (from Part IV, line 2)... 243,934
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 471 0  
12 Total. Add lines 1 through 11........ 322,212 321,741  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 81,250 8,124   73,126
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,219 122   1,097
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 27,087 2,709   24,378
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 6,486 649   5,837
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,457 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 675 0   675
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 217,096 34,062   183,034
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 337,270 45,666   288,147
25 Contributions, gifts, grants paid........ 619,245 619,245
26 Total expenses and disbursements. Add lines 24 and 25 956,515 45,666   907,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -634,303
b Net investment income (if negative, enter -0-) 276,075
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............... 5,892 1,168 1,168
2 Savings and temporary cash investments.......... 223,389 139,162 139,162
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 4,229,801 Click to see attachment3,638,137 4,671,331
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet97,147
Less: accumulated depreciation (attach schedule) bullet94,079 3,975 Click to see attachment3,068 3,068
15 Other assets (describe bullet) Click to see attachment4,643 Click to see attachment5,263 Click to see attachment5,263
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,467,700 3,786,798 4,819,992
Liabilities 17 Accounts payable and accrued expenses.......... 3,017 1,868
18 Grants payable................... 37,253  
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 5,979  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 46,249 1,868
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......... 4,421,451 3,784,930
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,421,451 3,784,930
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,467,700 3,786,798
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 4,421,451
2 Enter amount from Part I, line 27a...................... 2 -634,303
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,787,148
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,218
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 3,784,930
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 AFLAC INC. P 2007-02-16 2010-01-19
b CATERPILLAR INC P 2008-11-06 2010-01-19
c EMERSON ELECTRIC CO P 2002-12-31 2010-01-19
d ILLINOIS TOOL WORKS INC P 2003-12-30 2010-01-19
e LINCOLN NATIONAL CORP P 2004-04-19 2010-01-19
MCDONALD'S CORP P 2004-08-26 2010-01-07
PEPSICO INC P 1991-08-19 2010-01-19
UNISYS CORP P 2004-11-01 2010-01-07
AFLAC INC. P 2007-05-17 2010-02-04
AIRGAS INC. P 2009-02-03 2010-02-05
AIRGAS INC. P 2009-08-11 2010-02-05
TOYOTA MOTOR CORP ADR P 2008-06-09 2010-03-11
TOYOTA MOTOR CORP ADR P 2008-06-24 2010-03-11
TOYOTA MOTOR CORP ADR P 2009-08-11 2010-03-11
TOYOTA MOTOR CORP ADR P 2009-11-05 2010-03-11
AMYLIN PHARMACEUTICALS P 2007-05-17 2010-04-30
AMYLIN PHARMACEUTICALS P 2008-05-01 2010-04-30
BARRICK GOLD CORP P 2006-04-17 2010-04-30
LILLY ELI & CO P 2005-07-07 2010-04-01
BP PLC ADR P 1999-06-30 2010-05-04
BP PLC ADR P 2003-04-28 2010-05-04
DEVON ENERGY CORP P 2009-01-20 2010-06-03
DEVON ENERGY CORP P 2009-03-25 2010-06-03
MCDONALD'S CORP P 2004-08-26 2010-07-28
BARRICK GOLD CORP P 2006-04-17 2010-08-27
BARRICK GOLD CORP P 2007-05-17 2010-08-27
BARRICK GOLD CORP P 2008-05-01 2010-08-27
CANADIAN NATL RAILWAY CO P 2009-08-11 2010-08-03
POTASH CORP OF SASKATCHE P 2009-01-20 2010-08-17
POTASH CORP OF SASKATCHE P 2009-01-20 2010-08-23
MCDONALD'S CORP P 2004-08-26 2010-09-27
AFLAC INC. P 2007-05-17 2010-10-28
ARCH COAL INC. P 2007-05-17 2010-10-05
ARCH COAL INC. P 2007-07-26 2010-10-05
C S X CORPORATION P 2009-05-12 2010-10-28
CATERPILLAR INC P 2008-11-06 2010-10-05
CATERPILLAR INC P 2009-01-20 2010-10-05
CATERPILLAR INC P 2009-01-20 2010-10-28
CONOCOPHILLIPS P 2004-07-14 2010-10-28
CONOCOPHILLIPS P 2004-11-01 2010-10-28
EMERSON ELECTRIC CO P 2002-12-31 2010-10-05
EMERSON ELECTRIC CO P 2002-12-31 2010-10-28
LOUISIANA-PACIFIC CORP P 2005-12-01 2010-10-28
LOUISIANA-PACIFIC CORP P 2006-07-06 2010-10-28
LOUISIANA-PACIFIC CORP P 2006-11-29 2010-10-28
LOUISIANA-PACIFIC CORP P 2007-02-16 2010-10-28
MBIA INC P 2008-01-11 2010-10-05
PEPSICO INC P 1991-08-19 2010-10-05
RIO TINTO PLC ADR P 2009-01-20 2010-10-28
URS CORP P 2007-12-13 2010-10-28
WELLPOINT INC P 2010-02-08 2010-10-14
AMBAC FINANCIAL GROUP INC P 2008-01-11 2010-11-10
AMBAC FINANCIAL GROUP INC P 2008-05-01 2010-11-10
CANADIAN NATL RAILWAY CO P 2009-08-11 2010-11-24
POTASH CORP OF SASKATCHE P 2009-11-02 2010-11-24
TEREX CORP P 2009-01-20 2010-11-24
ARCH COAL INC. P 2007-07-26 2010-12-22
TEREX CORP P 2009-01-20 2010-12-22
(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 25,930   24,207 1,723
b 36,643   23,006 13,637
c 17,776   6,187 11,589
d 14,540   12,538 2,002
e 13,619   15,953 -2,334
49,061   22,473 26,588
18,631   6,054 12,577
38,609   105,793 -67,184
24,949   24,207 742
60,039   42,489 17,550
120,078   84,978 35,100
30,482   36,189 -5,707
22,861   27,142 -4,281
38,103   45,236 -7,133
30,482   36,189 -5,707
29,329   53,748 -24,419
12,569   23,035 -10,466
44,000   31,933 12,067
108,390   165,333 -56,943
125,549   110,280 15,269
50,219   44,112 6,107
64,839   52,742 12,097
64,839   52,742 12,097
13,940   5,618 8,322
46,374   31,933 14,441
46,374   31,933 14,441
46,374   31,933 14,441
32,449   24,161 8,288
71,003   45,088 25,915
45,269   27,052 18,217
225,134   84,277 140,857
27,790   24,207 3,583
13,263   12,136 1,127
13,263   12,136 1,127
29,957   16,478 13,479
15,669   7,668 8,001
39,173   19,171 20,002
38,433   19,171 19,262
29,629   21,274 8,355
29,629   21,274 8,355
31,993   9,280 22,713
54,402   15,468 38,934
30,549   94,863 -64,314
15,274   47,431 -32,157
15,274   47,431 -32,157
15,274   47,431 -32,157
39,814   55,938 -16,124
46,822   14,126 32,696
65,153   23,498 41,655
38,701   44,072 -5,371
114,048   124,208 -10,160
429   23,581 -23,152
859   47,162 -46,303
31,674   24,161 7,513
28,367   18,035 10,332
24,859   18,260 6,599
34,427   24,273 10,154
30,309   18,260 12,049
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       1,723
b       13,637
c       11,589
d       2,002
e       -2,334
      26,588
      12,577
      -67,184
      742
      17,550
      35,100
      -5,707
      -4,281
      -7,133
      -5,707
      -24,419
      -10,466
      12,067
      -56,943
      15,269
      6,107
      12,097
      12,097
      8,322
      14,441
      14,441
      14,441
      8,288
      25,915
      18,217
      140,857
      3,583
      1,127
      1,127
      13,479
      8,001
      20,002
      19,262
      8,355
      8,355
      22,713
      38,934
      -64,314
      -32,157
      -32,157
      -32,157
      -16,124
      32,696
      41,655
      -5,371
      -10,160
      -23,152
      -46,303
      7,513
      10,332
      6,599
      10,154
      12,049
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 2 243,934
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 1,044,172 4,429,718 0.235720
2008 1,430,492 6,482,975 0.220654
2007 1,304,749 7,995,662 0.163182
2006 1,030,869 8,314,031 0.123991
2005 972,479 8,381,495 0.116027
2 Total of line 1, column (d) ...................... 2 0.859574
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 0.171915
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 4,494,889
5 Multiply line 4 by line 3....................... 5 772,739
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,761
7 Add lines 5 and 6......................... 7 775,500
8 Enter qualifying distributions from Part XII, line 4.............. 8 907,392
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 2,761
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 2,761
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 2,761
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 6,861
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 6,861
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,100
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet4,100 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletTN
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBAKER SULLIVAN HOOVER PLC Telephone no.bullet (615) 255-6143
    Located atbullet144 SECOND AVE N SUITE 400NASHVILLETN ZIP+4bullet372011935
    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
    GEORGE N BULLARD DIRECTOR
    25.00     		40,625 0 0
    PO BOX 50276
    NASHVILLE,TN37205
    PATRICIA BULLARD TRUSTEE
    25.00     		40,625 0 0
    PO BOX 50276
    NASHVILLE,TN37205
    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 LIFEWORKS IS PRIMARILY A GRANT MAKING FOUNDATION ENABLING OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR CHARITABLE ACTIVITIES. EXPENSES LISTED HERE ARE ACTUAL GRANTS MADE DURING YEAR. 619,245
    2 LIFEWORKS SPONSORS AND PROMOTES VARIOUS NONPROFIT ACTIVITIES AND EVENTS WITHIN THE STATE. 119,906
    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
    4,339,052
    b
    Average of monthly cash balances.......................
    1b
    221,219
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    3,068
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,563,339
    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
    4,563,339
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    68,450
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,494,889
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    224,744
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    224,744
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,761
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,761
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    221,983
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    221,983
    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
    221,983
    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
    907,392
    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
    907,392
    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
    2,761
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    904,631
    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 7 221,983
    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....... 571,496
    b From 2006....... 629,403
    c From 2007....... 926,404
    d From 2008....... 1,116,163
    e From 2009....... 824,344
    fTotal of lines 3a through e......... 4,067,810
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 907,392
    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..... 221,983
    e Remaining amount distributed out of corpus 685,409
    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 4,753,219
    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) .............     		571,496
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		4,181,723
    10 Analysis of line 9:
    a Excess from 2006.... 629,403
    b Excess from 2007.... 926,404
    c Excess from 2008.... 1,116,163
    d Excess from 2009.... 824,344
    e Excess from 2010.... 685,409
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    2201 CHARLOTTE AVENUE
    NASHVILLE,TN37203     		  PUBLIC FURTHER CHARITY PURPOSE 1,000
    BELMONT UNIVERSITY
    1900 BELMONT BOULEVARD
    NASHVILLE,TN37212     		  PUBLIC FURTHER CHARITY PURPOSE 1,000
    CHEEKWOOD
    1200 FORREST PARK DRIVE
    NASHVILLE,TN37205     		  PUBLIC FURTHER CHARITY PURPOSE 2,500
    COMMUNITY FOUNDATION OF MID TN
    3833 CLEGHORN AVE STE 400
    NASHVILLE,TN37215     		  PUBLIC FURTHER CHARITY PURPOSE 22,700
    COMMUNITY MEMORIAL HEALTH CENTER
    125 BUENA VISTA CIRCLE
    SOUTH HILL,VA23970     		  PUBLIC FURTHER CHARITY PURPOSE 2,000
    EARTHMATTERS TN
    C/O SIZWE HERRING 1814 LILLIAN
    STREET
    NASHVILLE,TN37206     		  PUBLIC FURTHER CHARITY PURPOSE 20,000
    HARPETH RIVER WATERSHED
    PO BOX 1127
    FRANKLIN,TN37065     		  PUBLIC FURTHER CHARITY PURPOSE 1,000
    HEALING STONES FOUNDATION
    PO BOX 50276
    NASHVILLE,TN37205     		  PUBLIC FURTHER CHARITY PURPOSE 360,000
    MOBILE LOAVES AND FISHES
    903 S CAPITAL OF TEXAS HWY
    AUSTIN,TX78746     		  PUBLIC FURTHER CHARITY PURPOSE 10,000
    NASHVILLE BALLET
    3630 REDMON STREET
    NASHVILLE,TN37209     		  PUBLIC FURTHER CHARITY PURPOSE 2,500
    NASHVILLE OPERA ASSOCIATION
    3628 TROUSDALE DRIVE SUITE D
    NASHVILLE,TN37204     		  PUBLIC FURTHER CHARITY PURPOSE 500
    NASHVILLE PUBLIC RADIO
    630 MAINSTREAM DRIVE
    NASHVILLE,TN37228     		  PUBLIC FURTHER CHARITY PURPOSE 500
    NASHVILLE PUBLIC TELEVISION
    161 RAINS AVENUE
    NASHVILLE,TN37203     		  PUBLIC FURTHER CHARITY PURPOSE 15,405
    NASHVILLE SYMPHONY
    ONE SYMPHONY PLACE
    NASHVILLE,TN37201     		  PUBLIC FURTHER CHARITY PURPOSE 22,607
    OPERATION STAND DOWN
    1125 12TH AVENUE SOUTH
    NASHVILLE,TN37203     		  PUBLIC FURTHER CHARITY PURPOSE 1,000
    PEOPLE FOR ANIMALS
    PO BOX 991
    FRANKLIN,TN37065     		  PUBLIC FURTHER CHARITY PURPOSE 1,000
    PETS FOR THE ELDERLY
    7200 CENTER STREET
    MENTOR,OH44060     		  PUBLIC FURTHER CHARITY PURPOSE 500
    SALAMA
    1205 EIGHTH AVENUE SOUTH
    NASHVILLE,TN37203     		  PUBLIC FURTHER CHARITY PURPOSE 1,000
    SOUTH HILL COMMUNITY DEVELOPMENT
    201 S MECKLENBURG AVE
    SOUTH HILL,VA23970     		  PUBLIC FURTHER CHARITY PURPOSE 4,000
    SWAN BALL
    1200 FORREST PARK DRIVE
    NASHVILLE,TN37205     		  PUBLIC FURTHER CHARITY PURPOSE 1,500
    TACA
    PO BOX 120066
    NASHVILLE,TN37212     		  PUBLIC FURTHER CHARITY PURPOSE 10,250
    TENNESSEE ENVIRONMENTAL COUNCIL
    ONE VANTAGE WAY SUITE E-250
    NASHVILLE,TN37228     		  PUBLIC FURTHER CHARITY PURPOSE 10,000
    THE BELCOURT THEATRE
    2102 BELCOURT AVE
    NASHVILLE,TN37212     		  PUBLIC FURTHER CHARITY PURPOSE 70,500
    THE LAND TRUST FOR TN
    209 10TH AVENUE SOUTH SUITE 530
    NASHVILLE,TN37209     		  PUBLIC FURTHER CHARITY PURPOSE 21,250
    TN PARKS & GREENWAYS FOUNDATION
    1205-A LINDEN AVENUE
    NASHVILLE,TN37212     		  PUBLIC FURTHER CHARITY PURPOSE 5,000
    TN SAMPLER SURVEY
    2108 THISTLEWOOD AVENUE
    NASHVILLE,TN37216     		  PUBLIC FURTHER CHARITY PURPOSE 5,000
    TN WILDLIFE FEDERATION
    300 ORLANDO AVENUE SUITE 200
    NASHVILLE,TN37209     		  PUBLIC FURTHER CHARITY PURPOSE 5,000
    UNIVERSITY OF TN
    2431 JOE JOHNSON DRIVE
    KNOXVILLE,TN37996     		  PUBLIC FURTHER CHARITY PURPOSE 21,533
    Total .................................bullet 3a 619,245
    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     14 1,306  
    4 Dividends and interest from securities....     14 76,501  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 243,934  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME         471
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 321,741 471
    13Total. Add line 12, columns (b), (d), and (e)...................
    13322,212
    (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.)
    11A MUTUAL FUND LITIGATION SETTLEMENT.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BAKER, SULLIVAN & HOOVER, PLC 16,480 1,648   14,832
    MARIE SWINFORD, CPA 10,607 1,061   9,546

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

    TY 2010 DepreciationSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    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
    EQUIPMENT 1992-12-01 2,975 2,975 200DB 5.000000000000 0 0    
    EQUIPMENT 1994-07-01 1,766 1,766 200DB 5.000000000000 0 0    
    EQUIPMENT 1995-07-01 723 723 200DB 5.000000000000 0 0    
    COMPUTER 1996-07-01 4,262 4,262 200DB 5.000000000000 0 0    
    SCANNER 1997-04-11 342 342 200DB 7.000000000000 0 0    
    EQUIPMENT 1998-11-04 4,558 4,558 200DB 5.000000000000 0 0    
    COMPUTER 2000-12-02 1,774 1,774 200DB 5.000000000000 0 0    
    FURNITURE 1992-07-01 1,252 1,252 200DB 5.000000000000 0 0    
    FURNITURE 1996-07-01 38,744 38,744 200DB 7.000000000000 0 0    
    DESKS, CRENDENZA 2000-03-18 563 563 200DB 7.000000000000 0 0    
    SHELVES 2000-03-18 345 345 200DB 7.000000000000 0 0    
    WINDOWS XP SOFTWARE 2002-10-30 543 380 200DB 3.000000000000 0 0    
    CSPG-ARTWORK 2003-02-14 320 214 200DB 7.000000000000 10 0    
    FORD EXCURSION 2003-04-28 21,000 14,700 200DB 5.000000000000 0 0    
    FORD EXCURSION-REGISTRATION 2003-05-08 109 55 200DB 5.000000000000 0 0    
    PRINTER 2003-09-18 426 203 200DB 7.000000000000 10 0    
    FILE CABINET 2003-09-18 404 193 200DB 7.000000000000 9 0    
    SAFE 2004-03-04 526 237 200DB 7.000000000000 23 0    
    COMPUTER MONITOR 2004-04-03 503 252 200DB 5.000000000000 0 0    
    EQUIPMENT 2004-04-15 175 77 200DB 7.000000000000 7 0    
    FIRE PROOF FILE DRAWER CABINET 2004-10-21 841 420 200DB 5.000000000000 0 0    
    COMPUTER 2004-11-05 1,725 863 200DB 5.000000000000 0 0    
    COMPUTER HARDWARE-DVDRW PLAYER 2006-04-19 238 197 200DB 5.000000000000 27 0    
    COMPUTER 2006-07-10 1,621 1,341 200DB 5.000000000000 187 0    
    PHONE 2006-10-18 164 113 200DB 7.000000000000 15 0    
    SHELVES 2006-11-09 261 180 200DB 7.000000000000 23 0    
    SHREDDER 2007-01-10 152 94 200DB 7.000000000000 17 0    
    SHREDDER 2007-02-28 164 101 200DB 7.000000000000 18 0    
    COMPUTER 2007-08-30 703 488 200DB 5.000000000000 86 0    
    HP LASERJET COLOR PRINTER 2007-10-16 552 364 200DB 5.000000000000 75 0    
    9-1 FILE CABINETS 2007-10-09 1,049 533 200DB 7.000000000000 147 0    
    PRINTER 2007-12-05 203 133 200DB 5.000000000000 28 0    
    COPIER 2009-02-09 441 44 200DB 5.000000000000 70 0    
    TABLES 2008-07-10 326 63 200DB 7.000000000000 29 0    
    CELL PHONE 2009-02-09 227 16 200DB 7.000000000000 28 0    
    FURNITURE 2009-08-27 4,371 312 200DB 7.000000000000 535 0    
    VIDEO CARD AND FAX 2009-10-22 248 25 200DB 5.000000000000 40 0    
    I PHONE 2010-07-08 347   200DB 5.000000000000 209 0    
    AIR CONDITIONER 2010-08-09 257   200DB 7.000000000000 146 0    
    CABLE MODEM-BASE STATION 2010-08-25 343   200DB 5.000000000000 205 0    
    NETWORK CARD, SURGE PROTECTOR ETHERNET CARD 2010-08-27 227   200DB 5.000000000000 136 0    
    SOFTWARE 2010-09-10 1,377   200DB 3.000000000000 1,377 0    

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 157,667 143,730
    AFLAC INC. 145,246 169,290
    AIR PRODUCTS & CHEMICALS INC 126,921 181,900
    APACHE CORP 157,945 178,845
    ARCH COAL INC. 121,369 175,300
    CATERPILLAR INC 76,687 187,320
    CONOCOPHILLIPS 106,374 170,250
    CSX CORPORATION 82,394 161,525
    DEVRY INC 95,435 119,950
    FLOWSERVE CORP 169,480 202,674
    EMERSON ELECTRIC 46,405 171,510
    GRACO INC 62,217 71,010
    GRANITE CONSTRUCTION INC 129,020 109,720
    HONDA MOTOR CO LTD ADR 170,155 197,500
    ILLINOIS TOOL WORKS INC 167,184 213,600
    ITT EDUCATIONAL SERVICES I 128,398 127,380
    KANSAS CITY SOUTHERN 44,430 95,720
    LINCOLN NATIONAL CORP 239,306 208,575
    NORFOLK SOUTHERN CORP 125,002 188,460
    PEPSICO INC 50,450 163,325
    POTASH CORP OF SASKATCHEWAN 45,088 77,415
    PRAXAIR INC 152,897 190,940
    RIO TINTO PLC ADR 51,696 157,652
    STRYKER CORP 173,156 161,100
    TEREX CORP 109,564 186,240
    THERMO FISHER SCIENTIFIC I 147,326 166,080
    URS CORP 176,291 166,440
    VULCAN MATERIALS CO 190,027 133,080
    WALGREEN CO 190,007 194,800

    TY 2010 LandEtcSchedule2
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 2,975 2,975   0
    EQUIPMENT 1,766 1,766   0
    EQUIPMENT 723 723   0
    COMPUTER 4,262 4,262   0
    SCANNER 342 342   0
    EQUIPMENT 4,558 4,558   0
    COMPUTER 1,774 1,774   0
    FURNITURE 1,252 1,252   0
    FURNITURE 38,744 38,744   0
    DESKS, CRENDENZA 563 563   0
    SHELVES 345 345   0
    WINDOWS XP SOFTWARE 543 543   0
    CSPG-ARTWORK 320 320   0
    FORD EXCURSION 21,000 21,000   0
    FORD EXCURSION-REGISTRATION 109 109   0
    PRINTER 426 426   0
    FILE CABINET 404 404   0
    SAFE 526 523 3 0
    COMPUTER MONITOR 503 503   0
    EQUIPMENT 175 172 3 0
    FIRE PROOF FILE DRAWER CABINET 841 841   0
    COMPUTER 1,725 1,725   0
    COMPUTER HARDWARE-DVDRW PLAYER 238 224 14 0
    COMPUTER 1,621 1,528 93 0
    PHONE 164 128 36 0
    SHELVES 261 203 58 0
    SHREDDER 152 111 41 0
    SHREDDER 164 119 45 0
    COMPUTER 703 574 129 0
    HP LASERJET COLOR PRINTER 552 439 113 0
    9-1 FILE CABINETS 1,049 680 369 0
    PRINTER 203 161 42 0
    COPIER 441 335 106 0
    TABLES 326 255 71 0
    CELL PHONE 227 158 69 0
    FURNITURE 4,371 3,032 1,339 0
    VIDEO CARD AND FAX 248 189 59 0
    I PHONE 347 209 138 0
    AIR CONDITIONER 257 146 111 0
    CABLE MODEM-BASE STATION 343 205 138 0
    NETWORK CARD, SURGE PROTECTOR ETHERNET CARD 227 136 91 0
    SOFTWARE 1,377 1,377   0


    TY 2010 OtherAssetsSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS AT COST 850 850 850
    ACCRUED INCOME RECEIVABLE 3,793 4,413 4,413


    TY 2010 OtherDecreasesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Description Amount
    ADJUSTMENTS TO COST BASIS OF SECURITY PURCHASE AND SOLD 2,216
    ROUNDINGS 2


    TY 2010 OtherExpensesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTOMOBILE EXPENSE 804 0   804
    BANK CHARGES 207 0   207
    COMPUTER CONSULTING EXPENSE 658 0   658
    CONTRACT LABOR 615 0   615
    DUES, SUBSCRIPTIONS, & MEMBERSHIPS 15,563 0   15,563
    EDUCATION 169 0   169
    ENTERTAINMENT 117 0   117
    INSURANCE EXPENSE 37,108 0   37,108
    INTERNET SERVICE 764 0   764
    INVESTMENT FEES 34,062 34,062   0
    MISCELLANEOUS EXPENSE 468 0   468
    OFFICE SUPPLIES 1,332 0   1,332
    POSTAGE 49 0   49
    PUBLIC CONCERTS AND PERFORMANCES 119,906 0   119,906
    REPAIRS & MAINTENANCE 1,545 0   1,545
    STORAGE RENTAL 380 0   380
    TELEPHONE/COMMUNICATIONS 3,349 0   3,349


    TY 2010 OtherIncomeSchedule2
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 471   471


    TY 2010 TaxesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN: 62-1428468
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 6,486 649   5,837