Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
THE TILLIE JENNIE & HAROLD
SCHWARTZ FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)ONE SOUTH SCHOOL AVENUE NO 500   Room/suite
City or town, state, and ZIP code
SARASOTA, FL342376015
A Employer identification number

31-1471764
B Telephone number (see page 10 of the instructions)

(941) 917-0505
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$3,197,372J 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 29,292 29,292  
4 Dividends and interest from securities...... 48,345 48,345  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -42,711
b Gross sales price for all assets on line 6a 654,030
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 54 54  
12 Total. Add lines 1 through 11........ 34,980 77,691  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,295 0   3,295
c Other professional fees (attach schedule).... Click to see attachment 30,783 30,783   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,060 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20 0   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,158 30,783   3,315
25 Contributions, gifts, grants paid........ 111,740 111,740
26 Total expenses and disbursements. Add lines 24 and 25 146,898 30,783   115,055
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,918
b Net investment income (if negative, enter -0-) 46,908
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............... 49,914 17,117 17,117
2 Savings and temporary cash investments.......... 1,357,327 1,811,917 1,811,917
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)........ 1,797,229 Click to see attachment1,358,676 1,319,238
c Investments—corporate bonds (attach schedule)........ 127,292 Click to see attachment46,150 49,100
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 9,999    
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,341,761 3,233,860 3,197,372
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,341,761 3,233,860
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).................... 3,341,761 3,233,860
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,341,761 3,233,860
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 3,341,761
2 Enter amount from Part I, line 27a...................... 2 -111,918
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,017
4 Add lines 1, 2, and 3.......................... 4 3,233,860
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 3,233,860
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 AMER INTL GP INC   2005-12-27 2010-07-09
b BANK OF AMERICA CORP   2009-06-12 2010-06-30
c BP PLC   2003-09-10 2010-06-09
d BP PLC   2003-09-24 2010-06-09
e CONS EDISON INC   2004-05-27 2010-07-09
DUKE ENERGY CORP HLDING CO   2003-12-04 2010-07-08
DUKE ENERGY CORP HLDING CO   2004-04-20 2010-07-09
ELI LILLY & CO   2010-02-22 2010-06-30
ELI LILLY & CO   2002-07-23 2010-06-30
ELI LILLY & CO   2004-12-15 2010-06-30
ELI LILLY & CO   2004-12-15 2010-06-30
ELI LILLY & CO   2005-12-27 2010-06-30
FRONTIER COMMUNICATIONS CORP   2003-07-30 2010-07-01
FRONTIER COMMUNICATIONS CORP   2003-07-30 2010-10-01
FRONTIER COMMUNICATIONS CORP   2004-12-01 2010-10-01
GABELLI DIV & INCM TR   2006-07-06 2010-07-09
INTL BUSINESS MACHINES CORP   2002-01-04 2010-07-09
INTL BUSINESS MACHINES CORP   2002-06-04 2010-07-09
INTL BUSINESS MACHINES CORP   2004-12-15 2010-07-09
INTL BUSINESS MACHINES CORP   2005-05-12 2010-07-09
ISRAEL 6TH IND   2002-07-24 2010-03-02
ISRAEL LIBOR FLR   2002-07-24 2010-03-02
PEPSICO INC   2003-07-30 2010-07-09
TECO ENERGY   2004-09-01 2010-07-09
TECO ENERGY   2004-09-01 2010-07-09
TECO ENERGY   2005-03-10 2010-07-09
WELLS FARGO & CO   2004-01-26 2010-07-09
AT&T INC     2010-09-29
ALCOA INC     2010-09-29
BP PLC     2010-06-14
BAXTER INTL INC     2010-09-29
BRISTOL MYERS SQUIBB CO     2010-09-29
CHEVRON CORP     2010-09-29
DU PONT EL DE NEMOURS & CO     2010-09-29
FRONTIER COMMUNICATIONS CORP     2010-07-27
FRONTIER COMMUNICATIONS CORP     2010-09-29
GNMA GTD PASSTHRU CTF POOL #604089     2010-01-15
GNMA GTD PASSTHRU CTF POOL #604089     2010-02-16
GNMA GTD PASSTHRU CTF POOL #604089     2010-03-15
GNMA GTD PASSTHRU CTF POOL #604089     2010-04-15
GNMA GTD PASSTHRU CTF POOL #604089     2010-05-17
GNMA GTD PASSTHRU CTF POOL #604089     2010-06-15
GNMA GTD PASSTHRU CTF POOL #604089     2010-07-15
GNMA GTD PASSTHRU CTF POOL #604089     2010-08-16
GNMA GTD PASSTHRU CTF POOL #604089     2010-09-15
GNMA GTD PASSTHRU CTF POOL #604089     2010-09-30
GNMA GTD PASSTHRU CTF POOL #591761     2010-01-15
GNMA GTD PASSTHRU CTF POOL #591761     2010-02-16
GNMA GTD PASSTHRU CTF POOL #591761     2010-03-15
GNMA GTD PASSTHRU CTF POOL #591761     2010-04-15
GNMA GTD PASSTHRU CTF POOL #591761     2010-05-17
GNMA GTD PASSTHRU CTF POOL #591761     2010-06-15
GNMA GTD PASSTHRU CTF POOL #591761     2010-07-15
GNMA GTD PASSTHRU CTF POOL #591761     2010-08-16
GNMA GTD PASSTHRU CTF POOL #591761     2010-09-15
GNMA GTD PASSTHRU CTF POOL #591761     2010-09-30
GNMA GTD PASSTHRU CTF POOL #594996     2010-01-15
GNMA GTD PASSTHRU CTF POOL #594996     2010-02-16
GNMA GTD PASSTHRU CTF POOL #594996     2010-03-15
GNMA GTD PASSTHRU CTF POOL #594996     2010-04-15
GNMA GTD PASSTHRU CTF POOL #594996     2010-05-17
GNMA GTD PASSTHRU CTF POOL #594996     2010-06-15
GNMA GTD PASSTHRU CTF POOL #594996     2010-07-15
GNMA GTD PASSTHRU CTF POOL #594996     2010-08-16
GNMA GTD PASSTHRU CTF POOL #594996     2010-09-15
GNMA GTD PASSTHRU CTF POOL #594996     2010-09-30
GNMA II PASSTHRU CTF POOL #3442     2010-01-20
GNMA II PASSTHRU CTF POOL #3442     2010-02-22
GNMA II PASSTHRU CTF POOL #3442     2010-03-22
GNMA II PASSTHRU CTF POOL #3442     2010-04-20
GNMA II PASSTHRU CTF POOL #3442     2010-05-20
GNMA II PASSTHRU CTF POOL #3442     2010-06-21
GNMA II PASSTHRU CTF POOL #3442     2010-07-20
GNMA II PASSTHRU CTF POOL #3442     2010-08-20
GNMA II PASSTHRU CTF POOL #3442     2010-09-20
GNMA II PASSTHRU CTF POOL #3442     2010-09-30
GNMA II GTD PASSTHRU CTF POOL #3458     2010-01-20
GNMA II GTD PASSTHRU CTF POOL #3458     2010-02-22
GNMA II GTD PASSTHRU CTF POOL #3458     2010-03-22
GNMA II GTD PASSTHRU CTF POOL #3458     2010-04-20
GNMA II GTD PASSTHRU CTF POOL #3458     2010-05-20
GNMA II GTD PASSTHRU CTF POOL #3458     2010-06-21
GNMA II GTD PASSTHRU CTF POOL #3458     2010-07-20
GNMA II GTD PASSTHRU CTF POOL #3458     2010-08-20
GNMA II GTD PASSTHRU CTF POOL #3458     2010-09-20
GNMA II GTD PASSTHRU CTF POOL #3458     2010-09-30
GNMA II GTD PASSTHRU CTF POOL #3460     2010-01-20
GNMA II GTD PASSTHRU CTF POOL #3460     2010-02-22
GNMA II GTD PASSTHRU CTF POOL #3460     2010-03-22
GNMA II GTD PASSTHRU CTF POOL #3460     2010-04-20
GNMA II GTD PASSTHRU CTF POOL #3460     2010-05-20
GNMA II GTD PASSTHRU CTF POOL #3460     2010-06-21
GNMA II GTD PASSTHRU CTF POOL #3460     2010-07-20
GNMA II GTD PASSTHRU CTF POOL #3460     2010-08-20
GNMA II GTD PASSTHRU CTF POOL #3460     2010-09-20
GNMA II GTD PASSTHRU CTF POOL #3460     2010-09-30
GNMA II GTD PASSTHRU CTF POOL #3473     2010-01-20
GNMA II GTD PASSTHRU CTF POOL #3473     2010-02-22
GNMA II GTD PASSTHRU CTF POOL #3473     2010-03-22
GNMA II GTD PASSTHRU CTF POOL #3473     2010-04-20
GNMA II GTD PASSTHRU CTF POOL #3473     2010-05-20
GNMA II GTD PASSTHRU CTF POOL #3473     2010-06-21
GNMA II GTD PASSTHRU CTF POOL #3473     2010-07-20
GNMA II GTD PASSTHRU CTF POOL #3473     2010-08-20
GNMA II GTD PASSTHRU CTF POOL #3473     2010-09-20
GNMA II GTD PASSTHRU CTF POOL #3473     2010-09-30
GNMA GTD PASSTHRU CTF POOL #389770     2010-01-15
GNMA GTD PASSTHRU CTF POOL #389770     2010-02-16
GNMA GTD PASSTHRU CTF POOL #389770     2010-03-15
GNMA GTD PASSTHRU CTF POOL #389770     2010-04-15
GNMA GTD PASSTHRU CTF POOL #389770     2010-05-17
GNMA GTD PASSTHRU CTF POOL #389770     2010-06-15
GNMA GTD PASSTHRU CTF POOL #389770     2010-07-15
GNMA GTD PASSTHRU CTF POOL #389770     2010-08-16
GNMA GTD PASSTHRU CTF POOL #389770     2010-09-15
GNMA GTD PASSTHRU CTF POOL #389770     2010-09-30
GNMA GTD PASSTHRU CTF POOL #613767     2010-01-15
GNMA GTD PASSTHRU CTF POOL #613767     2010-02-16
GNMA GTD PASSTHRU CTF POOL #613767     2010-03-15
GNMA GTD PASSTHRU CTF POOL #613767     2010-04-15
GNMA GTD PASSTHRU CTF POOL #613767     2010-05-17
GNMA GTD PASSTHRU CTF POOL #613767     2010-06-15
GNMA GTD PASSTHRU CTF POOL #613767     2010-07-15
GNMA GTD PASSTHRU CTF POOL #613767     2010-08-16
GNMA GTD PASSTHRU CTF POOL #613767     2010-09-15
GNMA GTD PASSTHRU CTF POOL #613767     2010-09-30
GNMA GTD PASSTHRU CTF POOL #615945     2010-01-15
GNMA GTD PASSTHRU CTF POOL #615945     2010-02-16
GNMA GTD PASSTHRU CTF POOL #615945     2010-03-15
GNMA GTD PASSTHRU CTF POOL #615945     2010-04-15
GNMA GTD PASSTHRU CTF POOL #615945     2010-05-17
GNMA GTD PASSTHRU CTF POOL #615945     2010-06-15
GNMA GTD PASSTHRU CTF POOL #615945     2010-07-15
GNMA GTD PASSTHRU CTF POOL #615945     2010-08-16
GNMA GTD PASSTHRU CTF POOL #615945     2010-09-15
G X CLARKE & COMPANY     2010-09-30
GREAT LAINS ENERGY INC     2010-09-29
JOHNSON & JOHNSON     2010-09-29
LIFE TECHNOLOGIES CORP     2010-09-29
MARSHALL TAX FREE MMF     2010-10-27
MERCK & CO INC     2010-09-29
NATIONAL SEMICONDUCTOR CORP     2010-09-29
PFIZER INC     2010-09-29
PROGRESS ENERGY INC     2010-09-29
ROYCE LOW-PRICED STOCK FUND     2010-09-27
SBC COMMUNICATIONS INC     2010-09-29
SCHLUMBERGER LTD     2010-09-29
3M CO     2010-09-29
VERIZON COMMUNICATIONS INC     2010-09-29
(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 1,684   69,632 -67,948
b 14,224   13,827 397
c 5,777   8,696 -2,919
d 14,443   21,766 -7,323
e 44,511   39,944 4,567
8,211   5,292 2,919
8,211   6,210 2,001
2,500   5,778 -3,278
2,500   3,675 -1,175
10,002   17,584 -7,582
1,667   2,930 -1,263
16,670   29,555 -12,885
      0
1,918   2,136 -218
3,997   7,228 -3,231
6,081   9,056 -2,975
6,327   5,943 384
6,327   3,979 2,348
25,308   19,689 5,619
88,579   51,721 36,858
5,000   4,999 1
5,000   5,000 0
24,850   18,801 6,049
15,868   13,513 2,355
15,868   13,508 2,360
15,868   16,122 -254
31,793   35,078 -3,285
7,170   6,031 1,139
606   1,610 -1,004
1,499   3,333 -1,834
3,655   2,078 1,577
4,872   4,164 708
1,116   753 363
2,265   1,976 289
      0
143   154 -11
185   185 0
70   70 0
96   96 0
94   94 0
124   124 0
131   131 0
70   70 0
83   83 0
97   97 0
3,787   3,752 35
224   224 0
202   202 0
283   283 0
124   124 0
232   232 0
10   10 0
11   11 0
78   78 0
116   116 0
4,443   4,404 39
11   11 0
8   8 0
10   10 0
10   10 0
15   15 0
13   13 0
10   10 0
14   14 0
11   11 0
4,181   4,126 55
198   198 0
126   126 0
114   114 0
118   118 0
111   111 0
139   139 0
136   136 0
114   114 0
195   195 0
9,431   8,706 725
235   235 0
139   139 0
115   115 0
135   135 0
135   135 0
125   125 0
113   113 0
119   119 0
161   161 0
9,390   8,849 541
130   130 0
78   78 0
99   99 0
107   107 0
106   106 0
70   70 0
90   90 0
73   73 0
79   79 0
4,940   4,910 30
211   211 0
124   124 0
124   124 0
107   107 0
118   118 0
116   116 0
119   119 0
104   104 0
92   92 0
7,339   7,086 253
11   11 0
11   11 0
206   206 0
11   11 0
178   178 0
86   86 0
269   269 0
9   9 0
10   10 0
4,793   4,725 68
16   16 0
15   15 0
207   207 0
174   174 0
16   16 0
15   15 0
15   15 0
184   184 0
379   379 0
7,287   7,069 218
76   76 0
20   20 0
54   54 0
82   82 0
20   20 0
81   81 0
120   120 0
68   68 0
20   20 0
8,556   8,299 257
2,839   4,289 -1,450
1,551   1,269 282
2,128   923 1,205
131,841   131,841 0
1,853   2,288 -435
2,522   2,660 -138
8,640   9,284 -644
2,232   2,112 120
3,074   2,636 438
11,227   10,055 1,172
1,499   581 918
4,360   3,632 728
2,447   2,324 123
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       -67,948
b       397
c       -2,919
d       -7,323
e       4,567
      2,919
      2,001
      -3,278
      -1,175
      -7,582
      -1,263
      -12,885
      0
      -218
      -3,231
      -2,975
      384
      2,348
      5,619
      36,858
      1
      0
      6,049
      2,355
      2,360
      -254
      -3,285
      1,139
      -1,004
      -1,834
      1,577
      708
      363
      289
      0
      -11
      0
      0
      0
      0
      0
      0
      0
      0
      0
      35
      0
      0
      0
      0
      0
      0
      0
      0
      0
      39
      0
      0
      0
      0
      0
      0
      0
      0
      0
      55
      0
      0
      0
      0
      0
      0
      0
      0
      0
      725
      0
      0
      0
      0
      0
      0
      0
      0
      0
      541
      0
      0
      0
      0
      0
      0
      0
      0
      0
      30
      0
      0
      0
      0
      0
      0
      0
      0
      0
      253
      0
      0
      0
      0
      0
      0
      0
      0
      0
      68
      0
      0
      0
      0
      0
      0
      0
      0
      0
      218
      0
      0
      0
      0
      0
      0
      0
      0
      0
      257
      -1,450
      282
      1,205
      0
      -435
      -138
      -644
      120
      438
      1,172
      918
      728
      123
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 -42,711
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
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 72,282 2,705,357 0.026718
2008 123,785 3,282,084 0.037715
2007 173,400 3,848,067 0.045062
2006 177,200 3,647,351 0.048583
2005 185,500 3,615,333 0.051309
2 Total of line 1, column (d) ...................... 2 0.209387
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 0.041877
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 3,007,288
5 Multiply line 4 by line 3....................... 5 125,936
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 469
7 Add lines 5 and 6......................... 7 126,405
8 Enter qualifying distributions from Part XII, line 4.............. 8 115,055
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 1 938
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............................ 3 938
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- ..... 5 938
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,280
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,280
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 10 342
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet342 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)bulletFL
    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 ofbulletDAVID S BAND Telephone no.bullet (914) 917-0505
    Located atbulletONE SOUTH SCHOOL AVENUE SUITE 500SARASOTAFL ZIP+4bullet342376015
    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
    DAVID S BAND PRESIDENT / TREASURER
    1.00     		0 0 0
    ONE SOUTH SCHOOL AVENUE SUITE 500
    SARASOTA,FL342376015
    GREGORY S BAND VICE PRESIDENT
    0.50     		0 0 0
    ONE SOUTH SCHOOL AVENUE SUITE 500
    SARASOTA,FL342376015
    GARY LANDSMAN SECRETARY
    0.50     		0 0 0
    ONE SOUTH SCHOOL AVENUE SUITE 500
    SARASOTA,FL342376015
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,535,487
    b
    Average of monthly cash balances.......................
    1b
    1,517,597
    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
    3,053,084
    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
    3,053,084
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    45,796
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,007,288
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    150,364
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    150,364
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    938
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    938
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    149,426
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    149,426
    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
    149,426
    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
    115,055
    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
    115,055
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    115,055
    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 7 149,426
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 112,090
    b Total for prior years:20, 20, 20 0
    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......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 115,055
    a Applied to 2009, but not more than line 2a 112,090
    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..... 2,965
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		146,461
    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) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    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
             
    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:
    DAVID S BAND
    ONE SOUTH SCHOOL AVENUE SUITE 500
    SARASOTA,FL342376015
    (941) 917-0505
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    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
    ALL CHILDREN'S HOSPITAL
    5881 RAND BLVD
    SARASOTA,FL342385115     		  PUBLIC CHARITY UNRESTRICTED USE 500
    ALL FAITHS FOOD BANK
    8171 BLAIKIE CT
    SARASOTA,FL342408321     		  PUBLIC CHARITY UNRESTRICTED USE 2,000
    AMERICAN CANCER SOCIETY
    3100 FRUITVILLE RD
    SARASOTA,FL342375300     		  PUBLIC CHARITY UNRESTRICTED USE 500
    AMERICAN HEART ASSOCIATION
    11207 BLUE HERON BLVD N
    ST PETERSBURG,FL337163721     		  PUBLIC CHARITY UNRESTRICTED USE 500
    AMERICAN RED CROSS
    2001 CANTU CT
    SARASOTA,FL342326239     		  PUBLIC CHARITY UNRESTRICTED USE 100
    BIG BROTHERS BIG SISTERS OF THE SUN COAST
    101 W VENICE AVE STE 34
    VENICE,FL342851902     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    BOYS AND GIRLS CLUB OF SARASOTA COUNTY
    3100 FRUITVILLE RD
    SARASOTA,FL342375300     		  PUBLIC CHARITY UNRESTRICTED USE 2,000
    CARING CHILDREN'S CHARITIES
    25 N SCHOOL AVE
    SARASOTA,FL342376001     		  PUBLIC CHARITY UNRESTRICTED USE 5,000
    CHILDREN FIRST
    1723 N ORANGE AVE
    SARASOTA,FL342348511     		  PUBLIC CHARITY UNRESTRICTED USE 2,000
    CHILDREN'S GUARDIAN FUND
    1445 2ND ST
    SARASOTA,FL342364905     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    CIRCUS SARASOTA
    8251 15TH ST E SUITE B
    SARASOTA,FL342432731     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    COASTAL BEHAVIORAL HEALTHCARE INC
    1565 STATE ST
    SARASOTA,FL342365808     		  PUBLIC CHARITY UNRESTRICTED USE 500
    COEXISTENCE INC
    PO BOX 2559
    SARASOTA,FL342302559     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    COMMUNITY AIDS NETWORK
    1231 TUTTLE AVE
    SARASOTA,FL342373116     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    COMMUNITY VIDEO ARCHIVES INC
    1235 TAMIAMI TRL
    SARASOTA,FL342392219     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    DOLLAR DYNASTY INC
    1922 DR MARTIN LUTHER KING JR WAY
    SUITE B
    SARASOTA,FL342342563     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    ETERNAL BREAD OF LIFE OUTREACH MINISTRIES
    409 N LIME AVE
    SARASOTA,FL342375124     		  PUBLIC CHARITY UNRESTRICTED USE 1,500
    FAMILY PROMISE OF SARASOTA INC
    2185 WOOD ST
    SARASOTA,FL342377915     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    FLORIDA SHERIFFS YOUTH RANCES INC
    2486 CECIL WEBB PL
    LIVE OAK,FL320608337     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    FOUNDATION FOR DREAMS INC
    16110 DREAM OAKS PL
    BRADENTON,FL342129032     		  PUBLIC CHARITY UNRESTRICTED USE 500
    GIRL SCOUTS OF GULFCOAST FLORIDA INC
    2909 OLYMPIC ST
    SARASOTA,FL342316319     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL342376333     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    GOODWILL INDUSTRIES MANASOTA INC
    7501 15TH ST E
    SARASOTA,FL342433214     		  PUBLIC CHARITY UNRESTRICTED USE 3,500
    GULF GATE ELEMENTARY PTA
    6500 S LOCKWOOD RIDGE RD
    SARASOTA,FL342317142     		  PUBLIC CHARITY UNRESTRICTED USE 1,400
    HELEN R PAYNE DAY NURSERY
    1729 33RD ST
    SARASOTA,FL342346011     		  PUBLIC CHARITY UNRESTRICTED USE 500
    JEWISH FAMILY & CHILDREN'S SERVICES
    2688 FRUITVILLE RD
    SARASOTA,FL342375223     		  PUBLIC CHARITY UNRESTRICTED USE 2,000
    JEWISH HOUSING COUNCIL FOUNDATION
    1951 N HONORE AVE
    SARASOTA,FL342359117     		  PUBLIC CHARITY UNRESTRICTED USE 500
    LAUREL CIVIC ASSOCIATION
    509 COLLINS RD
    NOKOMIS,FL342755161     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    LIGHTHOUSE OF MANASOTA
    7318 N TAMIAMI TRL
    SARASOTA,FL342431401     		  PUBLIC CHARITY UNRESTRICTED USE 500
    MACCABI USA
    1926 ARCH ST 4R
    PHILADELPHIA,PA191031444     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    MAKE A WISH FOUNDATION
    1223 S TAMIAMI TRL
    SARASOTA,FL342392208     		  PUBLIC CHARITY UNRESTRICTED USE 1,500
    MAYOR'S FEED THE HUNGRY PROGRAM INC
    PO BOX 1992
    SARASOTA,FL342301992     		  PUBLIC CHARITY UNRESTRICTED USE 700
    MEALS ON WHEELS PLUS OF MANATEE INC
    811 23RD AVE E
    BRADENTON,FL342083799     		  PUBLIC CHARITY UNRESTRICTED USE 1,200
    MUSCULAR DYSTROPHY ASSOCIATION
    9720 EXECUTIVE CENTER DR N SUITE
    110
    ST PETERSBURG,FL337022440     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    4919 MEMORIAL HWY 160
    TAMPA,FL336347516     		  PUBLIC CHARITY UNRESTRICTED USE 240
    OPEN DOOR FOOD BANK
    PO BOX 1254
    FORT MYERS,FL339021254     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    OUT-OF-DOOR ACADEMY
    5950 DEER DR
    SARASOTA,FL342408595     		  EDUCATION INSTITUTE UNRESTRICTED USE 250
    PINE VIEW SCHOOL
    1 PYTHON PATH
    OSPREY,FL342299313     		  EDUCATION INSTITUTE UNRESTRICTED USE 1,000
    PINES OF SARASOTA FOUNDATION INC
    1501 N ORANGE AVE
    SARASOTA,FL342362631     		  PRIVATE OPERATING FO UNRESTRICTED USE 1,500
    RINGLING SCHOOL OF ART AND DESIGN
    2700 N TAMIAMI TRL
    SARASOTA,FL342345812     		  EDUCATION INSTITUTE UNRESTRICTED USE 1,000
    SAFE PLACE AND RAPE CRISIS CENTER
    2139 MAIN ST
    SARASOTA,FL342376023     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    SALVATION ARMY
    1400 10TH ST
    SARASOTA,FL342364040     		  PUBLIC CHARITY UNRESTRICTED USE 1,500
    SARASOTA FAMILY YMCA INC
    1 S SCHOOL AVE STE 301
    SARASOTA,FL342376052     		  PUBLIC CHARITY UNRESTRICTED USE 4,000
    SARASOTA KIWANIS FOUNDATION
    PO BOX 2888
    SARASOTA,FL342302888     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    SARASOTA SCULLERS YOUTH ROWING COMPANY
    125 BAYVIEW DR
    OSPREY,FL342299570     		  PUBLIC CHARITY UNRESTRICTED USE 100
    SCHOOL DISTRICT OF MANATEE COUNTY
    215 MANATEE AVE W
    BRADENTON,FL342058840     		  EDUCATION INSTITUTE UNRESTRICTED USE 1,500
    SECOND CHANCE LAST OPPORTUNITY
    1933 DR MARTIN LUTHER KING WAY
    SARASOTA,FL342342530     		  PUBLIC CHARITY UNRESTRICTED USE 500
    SEND A KID TO CAMP FOUNDATION
    324 BLACKWELL ST STE 1220
    DURHAM,NC277013690     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    SENIOR FRIENDSHIP CENTER
    1888 BROTHER GEENEN WAY
    SARASOTA,FL342367118     		  PUBLIC CHARITY UNRESTRICTED USE 500
    SUNCOAST COMMUNITIES BLOOD BANK
    1760 MOUND ST
    SARASOTA,FL342367761     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    SUSAN G KOMEN FOR THE CURE
    PO BOX 12848
    ST PETERSBURG,FL337332848     		  PUBLIC CHARITY UNRESTRICTED USE 250
    TEEN COURT OF SARASOTA INC
    PO BOX 48927
    SARASOTA,FL342305927     		  GOVERNMENT ENTITY UNRESTRICTED USE 1,000
    TEMPLE BETH SHALOM
    1050 S TUTTLE AVE
    SARASOTA,FL342378199     		  PUBLIC CHARITY UNRESTRICTED USE 5,000
    TEMPLE SINAI OF SARASOTA
    4631 S LOCKWOOD RIDGE RD
    SARASOTA,FL342317538     		  PUBLIC CHARITY UNRESTRICTED USE 30,000
    THE V FOUNDATION FOR CANCER RESEARCH
    106 TOWERVIEW COURT
    CARY,NC275133595     		  PRIVATE OPERATING FO UNRESTRICTED USE 500
    THE WELLNESS COMMUNITY OF SOUTHWEST FLORIDA
    5481 COMMUNICATIONS PKWY
    SARASOTA,FL342408476     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    UNITED CEREBRAL PALSY
    1090 S TAMIAMI TRL
    SARASOTA,FL342369116     		  PUBLIC CHARITY UNRESTRICTED USE 1,500
    UNIVERSITY OF FLORIDA
    PO BOX 14425
    GAINESVILLE,FL326042425     		  EDUCATION INSTITUTE UNRESTRICTED USE 10,000
    WESTCOAST BLACK THEATRE TROUPE
    1012 N ORANGE AVE
    SARASOTA,FL342364144     		  PUBLIC CHARITY UNRESTRICTED USE 1,000
    YMCA FOUNDATION OF SARASOTA INC
    1 S SCHOOL AVE STE 302
    SARASOTA,FL342376052     		  PRIVATE OPERATING FO UNRESTRICTED USE 3,500
    Total .................................bullet 3a 111,740
    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 29,292  
    4 Dividends and interest from securities....     14 48,345  
    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.....     14 54  
    8Gain or (loss) from sales of assets other than inventory     14 -42,711  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 34,980 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1334,980
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,295 0   3,295

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BAC CAPITAL TRUST II 24,700 24,400
    FLEET CAP T VIII 21,450 24,700

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 53,116 60,410
    AMEREN CORP 39,291 29,600
    AMERICAN CAPITAL LTD 35,523 9,630
    AT&T INC 42,325 44,070
    BANK OF AMERICA CORP 15,201 13,340
    BAXTER INTL INC 16,529 25,310
    BOEING 39,292 48,945
    BRISTOL MYERS SQUIBB CO 12,268 13,240
    CHEVRON CORP 24,122 45,625
    CISCO SYS INC 21,501 20,230
    CITIGROUP INC 45,698 9,460
    COCA COLA CO 42,366 49,328
    CONOCOPHILLIPS 12,547 34,050
    DUKE ENERGY CORP HOLDING CO 12,416 17,810
    EMC CORP MASS 20,809 34,350
    EXXON MOBIL CORP 23,647 36,560
    FANNIE MAE 49,765 300
    FORD MOTOR CO NEW 11,370 16,790
    FREDDIE MAC 38,487 213
    FRONTIER COMMUNICATIONS CORP 21,684 14,595
    GABELLI DIV & INCM TR 18,111 15,360
    GENERAL ELECTRIC CO 92,077 54,870
    HOME DEPOT INC 20,893 17,530
    HONEYWELL INTERNATIONAL INC 54,917 79,740
    JOHNSON & JOHNSON 58,339 61,850
    MICROSOFT CORP 45,108 41,865
    MORGAN STANLEY 29,871 16,326
    PEPSICO INC 46,247 65,330
    PFIZER INC 100,054 58,659
    PROCTER & GAMBLE 55,970 64,330
    PROGRESS ENERGY INC 66,948 65,220
    SCHLUMBERGER LTD 29,261 41,750
    SOUTHERN CO 31,997 38,230
    TECO ENERGY 30,802 35,600
    TRAVELERS COMPANIES INC 42,276 55,710
    UNITED TECHNOLOGIES CORP 25,261 47,232
    VERIZON COMMUNICATIONS 32,587 35,780

    TY 2010 OtherExpensesSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 20 0   20


    TY 2010 OtherIncomeSchedule2
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADVISOR FEE REBATE 54 54 54


    TY 2010 OtherIncreasesSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Description Amount
    PRIOR PERIOD ADJUSTMENT 4,017


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 22,057 22,057   0
    BROKERAGE FEES 8,726 8,726   0


    TY 2010 TaxesSchedule
    Name:
    THE TILLIE JENNIE & HAROLD
    SCHWARTZ FOUNDATION INC
    EIN: 31-1471764
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 1,060 0   0