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
MAX AND RACHEL JAVIT FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)231 FARMINGTON AVENUE   Room/suite
City or town, state, and ZIP code
FARMINGTON, CT060321945
A Employer identification number

06-6479632
B Telephone number (see page 10 of the instructions)

(860) 674-8252
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$588,612
J 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) 100,259
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 7,562 7,562  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,763
b Gross sales price for all assets on line 6a 299,866
7 Capital gain net income (from Part IV, line 2)... 87,763
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 195,584 95,325  
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)....... 1,600 1,200   400
c Other professional fees (attach schedule).... 2,341 2,341   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,941 3,541   400
25 Contributions, gifts, grants paid........ 45,375 45,375
26 Total expenses and disbursements. Add lines 24 and 25 49,316 3,541   45,775
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,268
b Net investment income (if negative, enter -0-) 91,784
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............... 14,725 6,840 6,840
2 Savings and temporary cash investments..........      
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)........ 511,543 Click to see attachment575,062 574,710
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)........... 2,758 Click to see attachment7,062 7,062
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) 529,026 588,964 588,612
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.................... 529,026 588,964
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 529,026 588,964
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 529,026 588,964
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)............... 1 529,026
2 Enter amount from Part I, line 27a...................... 2 146,268
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 675,294
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 86,330
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 588,964
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 4 SHARES ***ACE LTD P 2009-03-10 2010-01-11
b 6 SHARES ***ACE LTD P 2009-04-17 2010-01-11
c 2 SHARES ***ALCON INC P 2009-07-16 2010-04-20
d 1 SHARES ***ALCON INC P 2009-07-31 2010-04-20
e 2 SHARES ***ALCON INC P 2008-08-05 2010-04-20
1 SHARES ***ALCON INC P 2009-07-31 2010-10-22
3 SHARES ***ALCON INC P 2009-08-12 2010-10-22
4 SHARES ***ALCON INC P 2009-08-12 2010-12-17
2 SHARES ***ALCON INC P 2009-08-12 2010-12-22
5 SHARES ***ANHEUSER-BUSH INBEV SPN ADR P 2009-11-17 2010-04-09
5 SHARES ***ANHEUSER-BUSH INBEV SPN ADR P 2009-11-17 2010-04-09
10 SHARES ***ARCELORMITTAL-NY REGISTERED P 2009-08-05 2010-01-11
10 SHARES ***ARCELORMITTAL-NY REGISTERED P 2009-08-13 2010-06-09
5 SHARES ***ARCELORMITTAL-NY REGISTERED P 2009-08-13 2010-08-12
10 SHARES ***ARCELORMITTAL-NY REGISTERED P 2009-08-21 2010-08-12
12 SHARES ***BUNGE LTD P 2009-02-18 2010-01-28
5 SHARES ***BUNGE LTD P 2009-12-15 2010-08-06
5 SHARES ***COVIDIEN PLC P 2009-12-07 2010-08-12
5 SHARES ***COVIDIEN PLC P 2009-12-17 2010-08-12
10 SHARES ***COVIDIEN PLC P 2010-01-27 2010-11-01
2 SHARES ***COVIDIEN PLC P 2010-01-27 2010-12-15
8 SHARES ***COVIDIEN PLC P 2010-04-21 2010-12-15
5 SHARES ***COVIDIEN PLC P 2010-04-21 2010-12-21
15 SHARES ***CREDIT SUISSE GROUP-SPON AD P 2009-05-07 2010-04-15
5 SHARES ***CREDIT SUISSE GROUP-SPON AD P 2009-09-15 2010-04-15
5 SHARES ***CREDIT SUISSE GROUP-SPON AD P 2009-09-21 2010-04-15
10 SHARES ***CREDIT SUISSE GROUP-SPON AD P 2010-01-19 2010-04-15
1 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2009-05-11 2010-04-20
3 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2007-08-21 2010-04-20
3 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2008-01-28 2010-04-20
5 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2008-02-11 2010-04-20
3 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2008-03-24 2010-04-20
4 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2008-06-06 2010-04-20
11 SHARES ***DEUTSCHE BANK AG-REGISTERED P 2009-05-11 2010-05-17
10 SHARES ***ENSCO PLC- SPON ADR P 2009-05-18 2010-07-06
15 SHARES ***GARMIN LTD P 2009-11-17 2010-11-09
5 SHARES ***INGERSOLL-RAND PLC P 2009-06-04 2010-02-09
15 SHARES ***INGERSOLL-RAND PLC P 2009-10-21 2010-02-09
1 SHARES ***INGERSOLL-RAND PLC P 2009-06-04 2010-06-28
24 SHARES ***INGERSOLL-RAND PLC P 2009-06-04 2010-06-28
15 SHARES ***NOBLE CORP P 2010-02-19 2010-05-19
50 SHARES ***NOKIA CORP-SPON ADR P 2009-12-15 2010-07-07
35 SHARES ***NOKIA CORP-SPON ADR P 2008-11-13 2010-05-13
35 SHARES ***NOKIA CORP-SPON ADR P 2009-02-06 2010-05-13
25 SHARES ***NOKIA CORP-SPON ADR P 2009-02-09 2010-05-13
20 SHARES ***NOKIA CORP-SPON ADR P 2009-02-24 2010-05-13
6 SHARES ***RESEARCH IN MOTION P 2010-03-09 2010-05-26
20 SHARES ***ROYAL CARIBBEAN CRUISES LTD P 2010-01-21 2010-05-18
5 SHARES ***ROYAL CARIBBEAN CRUISES LTD P 2010-01-21 2010-05-18
5 SHARES ***ROYAL CARIBBEAN CRUISES LTD P 2010-01-21 2010-11-18
10 SHARES ***SUNCOR ENERGY INC P 2009-10-14 2010-06-14
5 SHARES ***SUNCOR ENERGY INC P 2009-10-19 2010-06-14
5 SHARES ***TEVA PHARMACEUTICAL-SP ADR P 2008-04-22 2010-04-09
5 SHARES ***TEVA PHARMACEUTICAL-SP ADR P 2008-04-29 2010-04-09
5 SHARES ***TEVA PHARMACEUTICAL-SP ADR P 2008-04-29 2010-10-28
1 SHARES ***TEVA PHARMACEUTICAL-SP ADR P 2008-07-25 2010-10-28
7 SHARES ***TEVA PHARMACEUTICAL-SP ADR P 2008-07-25 2010-12-13
12 SHARES ***TRANSOCEAN LTD P 2010-03-02 2010-06-11
1 SHARES ***TRANSOCEAN LTD P 2010-03-02 2010-07-21
6 SHARES ***TRANSOCEAN LTD P 2010-04-21 2010-07-21
3 SHARES ***TRANSOCEAN LTD P 2010-04-30 2010-07-21
30 SHARES ***TYCO ELECTRONICS LTD P 2009-05-01 2010-02-08
10 SHARES ***TYCO ELECTRONICS LTD P 2009-05-01 2010-09-02
25 SHARES ***TYCO ELECTRONICS LTD P 2009-05-13 2010-09-02
15 SHARES ***TYCO ELECTRONICS LTD P 2009-08-11 2010-10-06
10 SHARES ***VALE SA-SP ADR P 2009-11-27 2010-01-26
5 SHARES ***VALE SA-SP ADR P 2009-11-27 2010-02-18
10 SHARES ***VALE SA-SP ADR P 2009-12-16 2010-02-18
10 SHARES ***VALE SA-SP ADR P 2009-12-16 2010-04-06
20 SHARES ***XL GROUP PLC P 2008-08-15 2010-08-06
25 SHARES ***XL GROUP PLC P 2009-05-21 2010-08-11
30 SHARES AETNA INC P 2009-09-10 2010-03-22
15 SHARES AETNA INC P 2009-09-10 2010-05-05
4 SHARES AIR PRODUCTS & CHEMICALS INC P 2009-06-05 2010-02-11
3 SHARES AIR PRODUCTS & CHEMICALS INC P 2009-06-05 2010-02-19
1 SHARES AIR PRODUCTS & CHEMICALS INC P 2009-11-19 2010-02-19
9 SHARES AIR PRODUCTS & CHEMICALS INC P 2009-11-19 2010-02-25
3 SHARES AIR PRODUCTS & CHEMICALS INC P 2009-12-01 2010-04-08
5 SHARES AIR PRODUCTS & CHEMICALS INC P 2009-12-24 2010-04-08
5 SHARES AIR PRODUCTS & CHEMICALS INC P 2007-10-29 2010-02-11
30 SHARES AK STEEL HOLDING CORP P 2009-08-24 2010-05-04
25 SHARES ALTRIA GROUP INC P 2009-07-13 2010-11-30
15 SHARES ALTRIA GROUP INC P 2009-07-14 2010-11-30
5 SHARES ALTRIA GROUP INC P 2009-07-27 2010-11-30
15 SHARES AMERIPRISE FINANCIAL INC P 2009-11-04 2010-05-18
5 SHARES AMERIPRISE FINANCIAL INC P 2009-11-04 2010-05-20
10 SHARES AMERIPRISE FINANCIAL INC P 2009-12-15 2010-05-20
12 SHARES AOL INC P 2010-02-19 2010-07-28
2 SHARES AOL INC P 2007-01-09 2010-07-28
1 SHARES AOL INC P 2008-05-29 2010-07-28
1 SHARES AOL INC P 2008-08-11 2010-07-28
1 SHARES AOL INC P 2008-12-03 2010-07-28
1 SHARES AOL INC P 2009-01-28 2010-07-28
2 SHARES AOL INC P 2009-04-17 2010-07-28
1 SHARES APPLE INC P 2007-05-08 2010-01-07
1 SHARES APPLE INC P 2008-03-05 2010-01-07
2 SHARES APPLE INC P 2008-03-05 2010-04-05
2 SHARES APPLE INC P 2008-03-05 2010-04-20
2 SHARES APPLE INC P 2008-03-05 2010-04-23
1 SHARES APPLE INC P 2008-03-17 2010-06-23
3 SHARES APPLE INC P 2008-03-17 2010-10-19
1 SHARES APPLE INC P 2008-03-17 2010-11-02
1 SHARES APPLE INC P 2008-05-23 2010-11-29
6 SHARES APPLE INC D 2005-01-14 2010-12-27
236 SHARES APPLE INC D 2005-05-11 2010-12-27
13 SHARES APPLE INC D 2006-07-11 2010-12-27
17 SHARES APPLE INC D 2007-01-08 2010-12-27
3 SHARES APPLE INC D 2007-04-02 2010-12-27
2 SHARES APPLE INC P 2008-05-23 2010-12-27
5 SHARES APPLE INC P 2008-08-05 2010-12-27
6 SHARES APPLE INC P 2008-09-24 2010-12-27
15 SHARES ARCHER-DANIELS-MIDLAND CO P 2008-12-23 2010-12-10
15 SHARES ARCHER-DANIELS-MIDLAND CO P 2009-01-12 2010-12-10
15 SHARES AT&T INC P 2007-10-25 2010-02-18
10 SHARES AT&T INC P 2007-10-30 2010-02-18
15 SHARES AT&T INC P 2007-10-30 2010-03-01
15 SHARES AT&T INC P 2008-03-05 2010-03-01
10 SHARES AT&T INC P 2008-08-12 2010-03-01
25 SHARES AT&T INC P 2008-08-12 2010-12-10
15 SHARES AT&T INC P 2009-06-15 2010-12-10
15 SHARES AT&T INC P 2009-06-15 2010-12-22
39 SHARES BANK OF AMERICA CORP P 2009-12-15 2010-05-03
15 SHARES BANK OF AMERICA CORP P 2009-09-03 2010-08-17
10 SHARES BANK OF AMERICA CORP P 2009-12-08 2010-08-17
21 SHARES BANK OF AMERICA CORP P 2009-12-08 2010-08-27
4 SHARES BANK OF AMERICA CORP P 2009-12-08 2010-08-27
40 SHARES BANK OF AMERICA CORP P 2009-12-09 2010-08-27
15 SHARES BANK OF AMERICA CORP P 2009-12-10 2010-08-27
16 SHARES BANK OF AMERICA CORP P 2009-12-15 2010-08-27
15 SHARES BANK OF AMERICA CORP P 2009-12-23 2010-08-27
14 SHARES BANK OF AMERICA CORP P 2010-01-25 2010-08-27
6 SHARES BANK OF AMERICA CORP P 2010-01-25 2010-10-21
30 SHARES BANK OF AMERICA CORP P 2010-01-26 2010-10-21
9 SHARES BANK OF AMERICA CORP P 2010-01-28 2010-10-21
6 SHARES BANK OF AMERICA CORP P 2010-01-28 2010-11-22
19 SHARES BANK OF AMERICA CORP P 2010-03-08 2010-11-22
15 SHARES BANK OF AMERICA CORP P 2010-03-09 2010-11-22
25 SHARES BANK OF AMERICA CORP P 2010-04-20 2010-11-22
15 SHARES BANK OF AMERICA CORP P 2010-06-08 2010-11-22
25 SHARES BANK OF AMERICA CORP P 2010-06-14 2010-11-22
25 SHARES BANK OF AMERICA CORP P 2010-07-07 2010-11-22
15 SHARES BANK OF NEW YORK MELLON CORP P 2009-04-17 2010-02-05
10 SHARES BAXTER INTERNATIONAL INC P 2009-12-15 2010-05-07
7 SHARES BAXTER INTERNATIONAL INC P 2010-04-21 2010-05-07
8 SHARES BAXTER INTERNATIONAL INC P 2008-08-05 2010-05-07
109.374 SHARES BERNSTEIN EMERGING MARKETS P 2007-01-09 2010-09-30
391.247 SHARES BERNSTEIN INTERNATIONAL P 2006-01-05 2010-09-30
946.173 SHARES BERNSTEIN SHORT DURATION P 2006-01-05 2010-08-11
503.356 SHARES BERNSTEIN SHORT DURATION P 2006-01-05 2010-09-30
6 SHARES CAMERON INTERNATIONAL CORP P 2009-09-21 2010-08-03
14 SHARES CAMERON INTERNATIONAL CORP P 2007-11-16 2010-07-06
3 SHARES CATERPILLAR INC P 2009-07-15 2010-01-19
5 SHARES CATERPILLAR INC P 2009-07-28 2010-01-19
15 SHARES CBS CORP-CLASS B NON VOTING P 2007-05-08 2010-04-21
25 SHARES CBS CORP-CLASS B NON VOTING P 2008-12-16 2010-11-08
30 SHARES CBS CORP-CLASS B NON VOTING P 2009-02-18 2010-11-08
238 SHARES CBS CORP-CLASS B NON VOTING P 2009-02-18 2010-12-27
8 SHARES CELGENE CORP P 2010-05-06 2010-12-06
9 SHARES CELGENE CORP P 2010-08-09 2010-12-06
7 SHARES CELGENE CORP P 2007-11-15 2010-01-13
3 SHARES CELGENE CORP P 2007-11-15 2010-12-06
5 SHARES CELGENE CORP P 2008-03-20 2010-12-06
5 SHARES CELGENE CORP P 2008-03-31 2010-12-06
8 SHARES CHEVRON CORP P 2009-03-24 2010-01-22
5 SHARES CIMAREX ENERGY CO P 2009-07-28 2010-05-21
10 SHARES CIMAREX ENERGY CO P 2009-12-02 2010-08-04
5 SHARES CIMAREX ENERGY CO P 2009-07-28 2010-08-04
1 SHARES CME GROUP INC P 2008-01-25 2010-01-26
15 SHARES COMCAST CORP-CL A P 2009-12-17 2010-09-15
15 SHARES COMCAST CORP-CL A P 2009-12-17 2010-09-27
5 SHARES COMCAST CORP-CL A P 2010-04-28 2010-09-27
10 SHARES COMCAST CORP-CL A P 2010-04-28 2010-10-21
10 SHARES COMCAST CORP-CL A P 2010-04-29 2010-10-21
15 SHARES COMCAST CORP-CL A P 2010-04-29 2010-10-29
5 SHARES COMCAST CORP-CL A P 2010-04-29 2010-11-16
10 SHARES COMCAST CORP-CL A P 2010-05-05 2010-11-16
10 SHARES COMCAST CORP-CL A P 2010-05-05 2010-12-10
15 SHARES COMMUNITY HEALTH SYSTEMS INC P 2010-04-21 2010-10-12
20 SHARES COMMUNITY HEALTH SYSTEMS INC P 2010-07-22 2010-10-12
5 SHARES CONOCOPHILLIPS P 2009-10-05 2010-03-31
9 SHARES CONOCOPHILLIPS P 2009-10-05 2010-06-24
7 SHARES CONOCOPHILLIPS P 2009-10-05 2010-06-25
5 SHARES CONOCOPHILLIPS P 2007-01-12 2010-03-24
10 SHARES CONOCOPHILLIPS P 2007-08-30 2010-03-24
3 SHARES CONOCOPHILLIPS P 2007-09-19 2010-03-24
2 SHARES CONOCOPHILLIPS P 2007-09-19 2010-03-31
5 SHARES CONOCOPHILLIPS P 2007-10-04 2010-03-31
5 SHARES CONOCOPHILLIPS P 2008-01-23 2010-03-31
5 SHARES CONOCOPHILLIPS P 2008-01-28 2010-03-31
4 SHARES CONOCOPHILLIPS P 2009-10-05 2010-12-22
10 SHARES CONOCOPHILLIPS P 2009-11-05 2010-12-22
10 SHARES CORNING INC P 2009-09-30 2010-02-26
15 SHARES CORNING INC P 2009-01-23 2010-02-26
6 SHARES COSTCO WHOLESALE CORP P 2008-12-18 2010-07-16
6 SHARES COSTCO WHOLESALE CORP P 2008-12-18 2010-08-24
6 SHARES COSTCO WHOLESALE CORP P 2008-12-18 2010-09-22
5 SHARES COSTCO WHOLESALE CORP P 2008-12-18 2010-10-06
4 SHARES COSTCO WHOLESALE CORP P 2009-03-31 2010-10-27
3 SHARES COSTCO WHOLESALE CORP P 2009-03-31 2010-11-19
1 SHARES COSTCO WHOLESALE CORP P 2009-11-10 2010-11-19
4 SHARES COSTCO WHOLESALE CORP P 2009-11-10 2010-12-09
15 SHARES CVS/CAREMARK CORP P 2010-03-29 2010-08-06
40 SHARES D R HORTON INC P 2009-06-30 2010-11-24
10 SHARES DANAHER CORP P 2009-03-10 2010-11-12
5 SHARES DANAHER CORP P 2009-06-30 2010-11-12
25 SHARES DEAN FOODS CO P 2009-10-06 2010-08-11
65 SHARES DELL INC P 2009-07-17 2010-04-27
15 SHARES DELL INC P 2009-08-13 2010-04-27
8 SHARES DEVON ENERGY CORPORATION P 2009-07-28 2010-07-06
5 SHARES DEVON ENERGY CORPORATION P 2008-08-12 2010-03-08
5 SHARES DEVON ENERGY CORPORATION P 2008-08-12 2010-06-01
3 SHARES DEVON ENERGY CORPORATION P 2008-09-30 2010-06-01
6 SHARES DEVON ENERGY CORPORATION P 2009-01-29 2010-06-01
8 SHARES DEVON ENERGY CORPORATION P 2009-03-11 2010-06-01
10 SHARES DOVER CORP P 2010-01-21 2010-06-17
8 SHARES DOVER CORP P 2010-02-10 2010-10-15
7 SHARES DOVER CORP P 2010-02-10 2010-10-15
2 SHARES DOVER CORP P 2010-02-22 2010-10-15
3 SHARES DOVER CORP P 2010-02-22 2010-10-19
2 SHARES DOVER CORP P 2010-04-26 2010-10-19
8 SHARES DOVER CORP P 2010-04-26 2010-11-04
11 SHARES DU PONT (E.I.) DE NEMOURS P 2009-04-09 2010-02-12
4 SHARES DU PONT (E.I.) DE NEMOURS P 2009-05-18 2010-02-12
5 SHARES DU PONT (E.I.) DE NEMOURS P 2009-05-18 2010-04-14
15 SHARES DU PONT (E.I.) DE NEMOURS P 2009-06-02 2010-04-14
5 SHARES DU PONT (E.I.) DE NEMOURS P 2009-06-30 2010-04-14
30 SHARES DU PONT (E.I.) DE NEMOURS P 2009-06-30 2010-05-05
15 SHARES EMC CORP/MASS P 2009-07-31 2010-11-09
5 SHARES EMC CORP/MASS P 2009-09-04 2010-11-09
17 SHARES EXXON MOBIL CORP P 2010-05-14 2010-06-23
1 SHARES EXXON MOBIL CORP P 2010-05-20 2010-06-23
12 SHARES EXXON MOBIL CORP P 2010-05-20 2010-07-13
5 SHARES EXXON MOBIL CORP P 2010-05-21 2010-07-13
6 SHARES FEDEX CORP P 2009-08-05 2010-02-04
4 SHARES FEDEX CORP P 2010-05-03 2010-09-03
2 SHARES FEDEX CORP P 2010-05-03 2010-09-30
3 SHARES FEDEX CORP P 2010-08-05 2010-09-30
20 SHARES FORD MOTOR CO P 2009-11-13 2010-06-23
30 SHARES FORD MOTOR CO P 2009-11-13 2010-06-25
45 SHARES FORD MOTOR CO P 2010-02-01 2010-10-15
15 SHARES FORD MOTOR CO P 2010-02-01 2010-11-11
40 SHARES FORD MOTOR CO P 2009-11-13 2010-11-24
15 SHARES FORTUNE BRANDS INC P 2010-01-05 2010-03-08
6 SHARES FRANKLIN RESOURCES INC P 2009-11-10 2010-09-03
3 SHARES FRANKLIN RESOURCES INC P 2009-12-15 2010-09-30
3 SHARES FRANKLIN RESOURCES INC P 2007-05-08 2010-04-27
1 SHARES FRANKLIN RESOURCES INC P 2007-11-16 2010-04-27
4 SHARES FRANKLIN RESOURCES INC P 2007-11-16 2010-06-14
5 SHARES FREEPORT-MCMORAN COPPER P 2009-06-30 2010-03-05
6 SHARES FREEPORT-MCMORAN COPPER P 2009-08-21 2010-04-05
4 SHARES FREEPORT-MCMORAN COPPER P 2009-08-21 2010-04-09
1 SHARES FREEPORT-MCMORAN COPPER P 2009-06-30 2010-05-12
12 SHARES FREEPORT-MCMORAN COPPER P 2010-02-10 2010-05-12
1 SHARES FREEPORT-MCMORAN COPPER P 2010-02-16 2010-05-12
2 SHARES FREEPORT-MCMORAN COPPER P 2009-12-15 2010-09-30
3 SHARES FREEPORT-MCMORAN COPPER P 2010-02-16 2010-10-14
1 SHARES FREEPORT-MCMORAN COPPER P 2010-02-22 2010-10-14
2 SHARES FREEPORT-MCMORAN COPPER P 2009-12-15 2010-10-19
2 SHARES FREEPORT-MCMORAN COPPER P 2010-02-22 2010-10-19
4 SHARES FREEPORT-MCMORAN COPPER P 2010-02-24 2010-10-19
3 SHARES FREEPORT-MCMORAN COPPER P 2010-07-19 2010-10-19
2 SHARES FREEPORT-MCMORAN COPPER P 2010-02-24 2010-11-02
4 SHARES FREEPORT-MCMORAN COPPER P 2010-06-29 2010-11-02
4 SHARES FREEPORT-MCMORAN COPPER P 2010-06-30 2010-11-02
1 SHARES FREEPORT-MCMORAN COPPER P 2009-08-21 2010-09-30
4 SHARES FREEPORT-MCMORAN COPPER P 2009-08-21 2010-10-14
50 SHARES GENERAL ELECTRIC CO P 2009-10-16 2010-06-11
5 SHARES GENERAL ELECTRIC CO P 2009-10-16 2010-06-23
30 SHARES GENERAL ELECTRIC CO P 2009-11-17 2010-06-23
5 SHARES GENERAL ELECTRIC CO P 2009-11-17 2010-06-25
25 SHARES GENERAL ELECTRIC CO P 2009-12-15 2010-06-25
14 SHARES GENERAL MILLS INC P 2008-11-05 2010-09-30
10 SHARES GILEAD SCIENCES INC P 2007-01-09 2010-08-24
10 SHARES GILEAD SCIENCES INC P 2007-01-09 2010-09-22
5 SHARES GILEAD SCIENCES INC P 2007-01-09 2010-09-30
10 SHARES GILEAD SCIENCES INC P 2007-03-15 2010-09-30
1 SHARES GILEAD SCIENCES INC P 2008-09-25 2010-12-20
5 SHARES GILEAD SCIENCES INC P 2009-01-26 2010-12-20
17 SHARES GOLDMAN SACHS GROUP INC P 2009-05-11 2010-04-30
10 SHARES GOLDMAN SACHS GROUP INC P 2009-12-15 2010-04-30
1 SHARES GOLDMAN SACHS GROUP INC P 2008-08-05 2010-04-16
5 SHARES GOLDMAN SACHS GROUP INC P 2008-11-07 2010-04-16
3 SHARES GOLDMAN SACHS GROUP INC P 2008-08-05 2010-04-19
4 SHARES GOLDMAN SACHS GROUP INC P 2008-09-16 2010-04-19
3 SHARES GOLDMAN SACHS GROUP INC P 2009-03-31 2010-04-21
5 SHARES GOLDMAN SACHS GROUP INC P 2009-03-31 2010-04-30
2 SHARES GOOGLE INC-CL A P 2007-01-09 2010-04-15
1 SHARES GOOGLE INC-CL A P 2007-05-08 2010-09-30
1 SHARES GOOGLE INC-CL A P 2007-05-08 2010-10-28
8 SHARES HESS CORP P 2010-07-26 2010-12-23
5 SHARES HEWLETT-PACKARD CO P 2010-04-06 2010-12-17
5 SHARES HEWLETT-PACKARD CO P 2010-04-28 2010-12-17
5 SHARES HEWLETT-PACKARD CO P 2010-05-05 2010-12-17
5 SHARES HEWLETT-PACKARD CO P 2008-06-03 2010-07-26
5 SHARES HEWLETT-PACKARD CO P 2008-06-03 2010-08-17
14 SHARES HEWLETT-PACKARD CO P 2008-07-08 2010-09-15
10 SHARES HEWLETT-PACKARD CO P 2008-09-25 2010-09-15
10 SHARES HEWLETT-PACKARD CO P 2008-11-12 2010-09-30
5 SHARES HEWLETT-PACKARD CO P 2008-11-12 2010-10-01
5 SHARES HEWLETT-PACKARD CO P 2008-11-12 2010-10-06
5 SHARES HEWLETT-PACKARD CO P 2008-11-12 2010-10-08
5 SHARES HEWLETT-PACKARD CO P 2008-06-03 2010-10-21
1 SHARES HEWLETT-PACKARD CO P 2008-07-08 2010-10-21
1 SHARES HEWLETT-PACKARD CO P 2009-10-26 2010-12-17
10 SHARES HOME DEPOT INC P 2009-02-10 2010-01-13
20 SHARES HOME DEPOT INC P 2009-02-25 2010-01-13
50 SHARES HUNTSMAN CORP P 2009-12-15 2010-08-11
10 SHARES ILLINOIS TOOL WORKS P 2009-12-15 2010-12-09
5 SHARES ILLINOIS TOOL WORKS P 2010-04-22 2010-12-09
10 SHARES ILLINOIS TOOL WORKS P 2009-06-05 2010-06-18
10 SHARES ILLINOIS TOOL WORKS P 2009-07-31 2010-08-18
5 SHARES ILLINOIS TOOL WORKS P 2009-08-05 2010-09-24
5 SHARES ILLINOIS TOOL WORKS P 2009-08-05 2010-10-20
5 SHARES ILLINOIS TOOL WORKS P 2009-08-13 2010-10-20
5 SHARES ILLINOIS TOOL WORKS P 2009-08-13 2010-11-04
5 SHARES ILLINOIS TOOL WORKS P 2009-09-21 2010-11-09
5 SHARES ILLINOIS TOOL WORKS P 2009-11-02 2010-11-22
5 SHARES ILLINOIS TOOL WORKS P 2009-11-16 2010-11-22
10 SHARES INTEL CORP P 2008-09-04 2010-05-18
5 SHARES INTEL CORP P 2009-04-22 2010-05-18
10 SHARES INTEL CORP P 2009-04-22 2010-07-06
15 SHARES INTEL CORP P 2009-05-05 2010-07-06
15 SHARES INTEL CORP P 2009-05-06 2010-07-15
25 SHARES INTEL CORP P 2009-06-05 2010-07-15
15 SHARES INTEL CORP P 2009-06-05 2010-08-12
5 SHARES INTEL CORP P 2009-07-09 2010-08-12
25 SHARES INTEL CORP P 2009-07-09 2010-08-27
15 SHARES INTEL CORP P 2009-07-17 2010-08-27
15 SHARES INTEL CORP P 2009-07-17 2010-09-30
17 SHARES J.C. PENNEY CO INC P 2009-12-15 2010-04-13
15 SHARES J.C. PENNEY CO INC P 2008-11-10 2010-03-01
3 SHARES J.C. PENNEY CO INC P 2008-11-10 2010-04-13
15 SHARES JOHNSON CONTROLS INC P 2009-08-07 2010-04-27
4 SHARES JPMORGAN CHASE & CO P 2009-05-01 2010-04-28
14 SHARES JPMORGAN CHASE & CO P 2008-06-06 2010-03-17
1 SHARES JPMORGAN CHASE & CO P 2008-09-26 2010-03-17
7 SHARES JPMORGAN CHASE & CO P 2008-09-26 2010-04-28
10 SHARES JUNIPER NETWORKS INC P 2010-08-25 2010-09-30
5 SHARES KLA-TENCOR CORPORATION P 2009-09-15 2010-07-12
10 SHARES KLA-TENCOR CORPORATION P 2009-09-23 2010-07-12
10 SHARES KLA-TENCOR CORPORATION P 2009-10-01 2010-09-30
10 SHARES KLA-TENCOR CORPORATION P 2009-12-15 2010-10-22
10 SHARES KLA-TENCOR CORPORATION P 2010-04-28 2010-10-29
6 SHARES KOHLS CORP P 2008-08-08 2010-11-17
15 SHARES LIMITED BRANDS INC P 2009-01-20 2010-06-24
15 SHARES LOWE'S COS INC P 2009-02-09 2010-01-27
10 SHARES LOWE'S COS INC P 2009-05-27 2010-02-01
10 SHARES LOWE'S COS INC P 2009-07-09 2010-03-08
5 SHARES LOWE'S COS INC P 2009-07-09 2010-03-09
15 SHARES LOWE'S COS INC P 2009-07-13 2010-03-17
5 SHARES LOWE'S COS INC P 2009-02-09 2010-03-08
5 SHARES MACY'S INC P 2007-06-05 2010-05-18
5 SHARES MACY'S INC P 2007-06-06 2010-05-18
15 SHARES MACY'S INC P 2008-07-08 2010-05-18
25 SHARES MACY'S INC P 2008-08-06 2010-06-10
35 SHARES MASCO CORP P 2009-05-29 2010-02-22
3 SHARES MEDCO HEALTH SOLUTIONS INC P 2008-03-27 2010-04-30
10 SHARES MEDCO HEALTH SOLUTIONS INC P 2008-04-04 2010-04-30
6 SHARES MERCK & CO. INC. P 2008-07-02 2010-01-26
9 SHARES MERCK & CO. INC. P 2008-07-02 2010-03-23
26 SHARES MERCK & CO. INC. P 2008-08-05 2010-03-23
14 SHARES MERCK & CO. INC. P 2008-08-05 2010-05-04
6 SHARES MERCK & CO. INC. P 2009-03-23 2010-05-04
5 SHARES MERCK & CO. INC. P 2009-03-23 2010-06-16
11 SHARES MERCK & CO. INC. P 2009-03-24 2010-06-16
8 SHARES MERCK & CO. INC. P 2009-04-30 2010-06-16
8 SHARES MERCK & CO. INC. P 2009-05-13 2010-08-04
8 SHARES MERCK & CO. INC. P 2009-05-18 2010-08-04
15 SHARES METLIFE INC P 2009-01-14 2010-02-22
15 SHARES MICROSOFT CORP P 2009-10-26 2010-06-23
15 SHARES MICROSOFT CORP P 2009-10-29 2010-08-06
25 SHARES MICROSOFT CORP P 2009-12-15 2010-08-06
10 SHARES MORGAN STANLEY P 2007-10-08 2010-07-22
5 SHARES MORGAN STANLEY P 2007-10-10 2010-07-22
15 SHARES MORGAN STANLEY P 2008-09-12 2010-07-22
75 SHARES MOTOROLA INC P 2010-01-08 2010-07-26
45 SHARES MOTOROLA INC P 2010-01-12 2010-07-26
5 SHARES MOTOROLA INC P 2010-01-12 2010-10-08
65 SHARES MOTOROLA INC P 2010-02-09 2010-10-08
60 SHARES MOTOROLA INC P 2010-02-09 2010-12-03
20 SHARES MOTOROLA INC P 2008-06-18 2010-05-17
50 SHARES MOTOROLA INC P 2008-12-15 2010-05-17
55 SHARES MOTOROLA INC P 2008-12-15 2010-07-26
50 SHARES MOTOROLA INC P 2009-03-10 2010-07-26
10 SHARES NATIONAL - OILWELL INC P 2009-05-29 2010-02-02
6 SHARES NEWFIELD EXPLORATION CO P 2010-03-22 2010-06-14
5 SHARES NEWFIELD EXPLORATION CO P 2010-03-22 2010-06-25
5 SHARES NEWS CORP P 2010-06-23 2010-12-20
25 SHARES NEWS CORP P 2008-12-17 2010-01-07
5 SHARES NEWS CORP P 2008-12-17 2010-01-07
10 SHARES NEWS CORP P 2008-12-17 2010-02-08
25 SHARES NEWS CORP P 2009-01-29 2010-02-08
25 SHARES NEWS CORP P 2009-01-29 2010-05-13
20 SHARES NEWS CORP P 2009-01-29 2010-12-20
10 SHARES NORTHROP GRUMMAN CORP P 2009-04-01 2010-02-18
2 SHARES NORTHROP GRUMMAN CORP P 2009-04-17 2010-02-18
4 SHARES NORTHROP GRUMMAN CORP P 2009-04-17 2010-03-04
1 SHARES NORTHROP GRUMMAN CORP P 2009-08-17 2010-03-04
2 SHARES OCCIDENTAL PETROLEUM CORP P 2009-06-29 2010-01-15
2 SHARES OCCIDENTAL PETROLEUM CORP P 2009-06-29 2010-01-15
2 SHARES OCCIDENTAL PETROLEUM CORP P 2009-06-29 2010-01-15
7 SHARES OCCIDENTAL PETROLEUM CORP P 2009-06-30 2010-01-15
3 SHARES OCCIDENTAL PETROLEUM CORP P 2009-07-31 2010-01-15
2 SHARES OCCIDENTAL PETROLEUM CORP P 2009-07-31 2010-01-29
5 SHARES OCCIDENTAL PETROLEUM CORP P 2009-08-13 2010-01-29
2 SHARES OCCIDENTAL PETROLEUM CORP P 2009-08-13 2010-02-04
3 SHARES OCCIDENTAL PETROLEUM CORP P 2009-09-29 2010-02-04
45 SHARES PEPCO HOLDINGS INC P 2009-12-16 2010-12-16
4 SHARES PEPSICO INC P 2010-04-12 2010-12-28
5 SHARES PEPSICO INC P 2008-12-18 2010-07-16
5 SHARES PEPSICO INC P 2008-12-18 2010-10-20
5 SHARES PEPSICO INC P 2009-03-31 2010-10-20
5 SHARES PEPSICO INC P 2009-03-31 2010-10-22
5 SHARES PEPSICO INC P 2009-03-31 2010-11-08
2 SHARES PEPSICO INC P 2009-08-13 2010-11-08
3 SHARES PEPSICO INC P 2009-08-13 2010-12-28
25 SHARES PFIZER INC P 2007-01-09 2010-01-25
6 SHARES POLO RALPH LAUREN CORP P 2010-06-21 2010-11-08
15 SHARES PRINCIPAL FINANCIAL GROUP P 2009-10-15 2010-05-10
25 SHARES PRINCIPAL FINANCIAL GROUP P 2009-12-15 2010-06-11
15 SHARES PRINCIPAL FINANCIAL GROUP P 2010-04-01 2010-06-11
11 SHARES PROCTER & GAMBLE CO P 2010-05-14 2010-09-30
6 SHARES PROCTER & GAMBLE CO P 2010-05-18 2010-09-30
7 SHARES PROCTER & GAMBLE CO P 2010-05-21 2010-09-30
11 SHARES PROCTER & GAMBLE CO P 2010-05-24 2010-09-30
5 SHARES PROCTER & GAMBLE CO P 2010-06-15 2010-09-30
5 SHARES PROCTER & GAMBLE CO P 2010-06-15 2010-11-15
13 SHARES PROCTER & GAMBLE CO P 2010-06-25 2010-11-15
2 SHARES PROCTER & GAMBLE CO P 2010-06-25 2010-11-23
10 SHARES PROCTER & GAMBLE CO P 2010-06-29 2010-11-23
45 SHARES PULTE GROUP INC P 2009-08-03 2010-12-03
5 SHARES QUALCOMM INC P 2009-03-31 2010-03-17
10 SHARES QUALCOMM INC P 2009-03-31 2010-03-26
5 SHARES QUALCOMM INC P 2010-01-08 2010-04-27
10 SHARES QUALCOMM INC P 2008-07-28 2010-02-05
5 SHARES QUALCOMM INC P 2008-07-28 2010-02-12
10 SHARES QUALCOMM INC P 2008-08-05 2010-02-12
15 SHARES QUALCOMM INC P 2008-10-16 2010-02-24
10 SHARES QUALCOMM INC P 2008-10-16 2010-03-17
15 SHARES QUALCOMM INC P 2009-03-31 2010-04-27
25 SHARES QUANTA SERVICES INC P 2009-09-03 2010-01-06
10 SHARES QUANTA SERVICES INC P 2009-09-21 2010-01-06
5 SHARES QUANTA SERVICES INC P 2009-09-21 2010-04-29
15 SHARES QUANTA SERVICES INC P 2009-12-15 2010-04-29
11 SHARES RELIANCE STEEL & ALUMINUM P 2010-04-26 2010-06-28
10 SHARES ROSS STORES INC P 2010-02-26 2010-09-30
11 SHARES ROSS STORES INC P 2010-04-20 2010-09-30
20 SHARES ROWAN COMPANIES INC P 2010-02-25 2010-05-21
10 SHARES ROWAN COMPANIES INC P 2010-03-25 2010-11-05
10 SHARES ROWAN COMPANIES INC P 2010-03-26 2010-11-05
70 SHARES RRI ENERGY INC P 2008-12-23 2010-03-25
70 SHARES SARA LEE CORP P 2010-05-06 2010-09-24
5 SHARES SCHLUMBERGER LTD P 2007-05-17 2010-09-30
75 SHARES SPRINT NEXTEL CORP P 2009-08-03 2010-05-12
50 SHARES SPRINT NEXTEL CORP P 2009-08-03 2010-05-19
45 SHARES SPRINT NEXTEL CORP P 2009-08-03 2010-05-26
65 SHARES SPRINT NEXTEL CORP P 2009-08-03 2010-07-28
75 SHARES SPRINT NEXTEL CORP P 2009-08-12 2010-07-28
100 SHARES SPRINT NEXTEL CORP P 2009-11-10 2010-07-28
5 SHARES SPRINT NEXTEL CORP P 2008-09-16 2010-04-26
50 SHARES SPRINT NEXTEL CORP P 2008-09-24 2010-04-26
5 SHARES SPX CORP P 2009-12-15 2010-08-11
6 SHARES SPX CORP P 2009-12-15 2010-09-21
8 SHARES SPX CORP P 2009-08-04 2010-08-11
30 SHARES STEEL DYNAMICS INC P 2009-12-02 2010-06-14
40 SHARES SUPERVALU INC P 2009-11-06 2010-03-29
5 SHARES SUPERVALU INC P 2009-12-15 2010-03-29
35 SHARES SUPERVALU INC P 2009-12-15 2010-06-29
30 SHARES SYMANTEC CORP P 2009-02-24 2010-02-09
5 SHARES SYMANTEC CORP P 2009-02-24 2010-02-23
20 SHARES SYMANTEC CORP P 2009-03-13 2010-02-23
15 SHARES SYMANTEC CORP P 2009-03-20 2010-02-23
5 SHARES SYMANTEC CORP P 2009-12-15 2010-02-23
45 SHARES SYMANTEC CORP P 2009-12-15 2010-03-17
5 SHARES TARGET CORP P 2009-04-17 2010-04-09
2 SHARES TARGET CORP P 2009-05-13 2010-04-09
5 SHARES TARGET CORP P 2009-11-05 2010-10-08
5 SHARES TARGET CORP P 2009-11-10 2010-10-28
5 SHARES TARGET CORP P 2010-01-12 2010-11-19
4 SHARES TARGET CORP P 2009-05-13 2010-08-30
6 SHARES TARGET CORP P 2009-05-13 2010-09-03
6 SHARES TARGET CORP P 2009-05-13 2010-09-14
2 SHARES TARGET CORP P 2009-05-13 2010-10-01
3 SHARES TARGET CORP P 2009-09-29 2010-10-01
2 SHARES TARGET CORP P 2009-09-29 2010-10-08
25 SHARES TEXTRON INC P 2009-07-14 2010-08-10
7 SHARES TIME WARNER CABLE P 2007-01-09 2010-11-15
2 SHARES TIME WARNER CABLE P 2008-05-29 2010-11-15
2 SHARES TIME WARNER CABLE P 2008-08-11 2010-11-15
1 SHARES TIME WARNER CABLE P 2008-12-03 2010-11-15
1 SHARES TIME WARNER CABLE P 2008-12-03 2010-11-15
1 SHARES TIME WARNER CABLE P 2008-12-03 2010-11-15
10 SHARES TIME WARNER INC P 2007-01-09 2010-01-26
14 SHARES TIME WARNER INC P 2007-01-09 2010-01-26
1 SHARES TIME WARNER INC P 2008-05-29 2010-01-26
10 SHARES TIME WARNER INC P 2008-05-29 2010-02-11
5 SHARES TIME WARNER INC P 2008-08-11 2010-02-11
5 SHARES TIME WARNER INC P 2008-08-11 2010-09-30
13 SHARES TIME WARNER INC P 2008-12-03 2010-09-30
2 SHARES TIME WARNER INC P 2009-01-28 2010-09-30
9 SHARES UNITED PARCEL SERVICE-CL B P 2009-09-15 2010-02-01
15 SHARES UNUM GROUP P 2009-05-04 2010-01-06
30 SHARES UNUM GROUP P 2009-12-15 2010-05-18
5 SHARES UNUM GROUP P 2009-05-04 2010-05-18
10 SHARES US BANCORP P 2009-05-11 2010-01-19
15 SHARES US BANCORP P 2009-08-31 2010-06-11
30 SHARES US BANCORP P 2009-05-13 2010-06-11
15 SHARES VALERO ENERGY CORP P 2009-07-15 2010-01-08
20 SHARES VALERO ENERGY CORP P 2009-07-15 2010-03-22
35 SHARES VALERO ENERGY CORP P 2009-08-04 2010-03-22
5 SHARES VALERO ENERGY CORP P 2009-08-28 2010-03-22
25 SHARES VALERO ENERGY CORP P 2009-08-28 2010-07-30
30 SHARES VALERO ENERGY CORP P 2009-12-15 2010-07-30
10 SHARES VERTEX PHARMACEUTICALS INC P 2009-12-15 2010-12-13
3 SHARES VISA INC - CLASS A SHRS P 2010-07-06 2010-09-22
4 SHARES VISA INC - CLASS A SHRS P 2010-07-16 2010-09-30
5 SHARES VISA INC - CLASS A SHRS P 2009-05-05 2010-09-22
10 SHARES WAL-MART STORES INC P 2008-10-16 2010-01-28
5 SHARES WAL-MART STORES INC P 2008-10-16 2010-04-30
34 SHARES WELLS FARGO & COMPANY P 2010-04-16 2010-09-13
10 SHARES WELLS FARGO & COMPANY P 2010-04-16 2010-09-17
10 SHARES WESTERN DIGITAL CORP P 2008-08-07 2010-01-22
10 SHARES WESTERN DIGITAL CORP P 2008-08-07 2010-02-17
10 SHARES WESTERN DIGITAL CORP P 2008-09-02 2010-02-24
15 SHARES XL CAPITAL LTD -CLASS A P 2008-08-15 2010-05-04
(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 191   133 58
b 286   273 13
c 319   245 74
d 159   127 32
e 319   347 -28
167   127 40
502   390 112
649   520 129
324   260 64
258   254 4
258   254 4
478   379 99
275   361 -86
152   180 -28
303   363 -60
725   583 142
275   314 -39
189   237 -48
189   234 -45
396   507 -111
91   102 -11
363   404 -41
228   252 -24
797   570 227
266   271 -5
266   270 -4
531   507 24
75   57 18
225   376 -151
225   338 -113
374   547 -173
225   347 -122
300   404 -104
668   625 43
416   326 90
450   481 -31
169   110 59
506   525 -19
38   22 16
901   527 374
492   644 -152
436   638 -202
377   453 -76
377   468 -91
269   332 -63
215   201 14
362   444 -82
622   535 87
156   134 22
213   134 79
329   390 -61
164   196 -32
316   234 82
316   230 86
260   230 30
52   46 6
374   320 54
556   979 -423
48   82 -34
287   542 -255
144   222 -78
740   520 220
254   186 68
635   407 228
448   334 114
271   288 -17
142   144 -2
283   293 -10
331   293 38
362   398 -36
456   243 213
1,038   891 147
438   446 -8
274   272 2
209   204 5
70   82 -12
619   739 -120
222   251 -29
370   409 -39
342   493 -151
484   634 -150
603   416 187
362   249 113
121   87 34
638   563 75
195   188 7
390   391 -1
251   302 -51
42   79 -37
21   29 -8
21   24 -3
21   18 3
21   13 8
42   46 -4
211   104 107
211   124 87
475   247 228
491   247 244
541   247 294
271   125 146
932   376 556
310   125 185
313   180 133
1,951   210 1,741
76,732   8,320 68,412
4,227   715 3,512
5,527   1,460 4,067
975   280 695
650   360 290
1,626   781 845
1,951   758 1,193
464   410 54
464   408 56
378   614 -236
252   415 -163
375   622 -247
375   529 -154
250   318 -68
721   794 -73
433   368 65
435   368 67
706   601 105
201   250 -49
134   155 -21
265   326 -61
50   62 -12
504   618 -114
189   228 -39
202   247 -45
189   229 -40
176   211 -35
70   90 -20
351   451 -100
105   136 -31
68   91 -23
214   319 -105
169   250 -81
282   466 -184
169   225 -56
282   393 -111
282   360 -78
399   459 -60
450   588 -138
315   411 -96
360   555 -195
3,400   4,073 -673
5,900   9,773 -3,873
11,250   11,676 -426
6,000   6,211 -211
239   229 10
462   620 -158
183   101 82
305   214 91
239   479 -240
422   190 232
507   152 355
4,601   1,209 3,392
441   479 -38
496   512 -16
403   453 -50
165   194 -29
276   287 -11
276   304 -28
603   558 45
320   171 149
725   487 238
362   171 191
293   637 -344
269   257 12
275   257 18
92   94 -2
196   187 9
196   199 -3
310   299 11
102   100 2
203   198 5
213   198 15
487   618 -131
650   599 51
256   239 17
470   429 41
365   334 31
264   317 -53
527   815 -288
158   265 -107
102   177 -75
256   416 -160
256   356 -100
256   375 -119
267   191 76
669   519 150
176   153 23
264   147 117
331   324 7
328   324 4
372   324 48
319   270 49
251   183 68
200   137 63
67   60 7
282   239 43
444   555 -111
405   376 29
435   245 190
218   156 62
268   470 -202
1,094   827 267
252   208 44
496   450 46
347   462 -115
315   462 -147
189   269 -80
379   379 0
505   335 170
459   450 9
431   337 94
377   295 82
108   92 16
158   138 20
105   107 -2
442   430 12
354   289 65
129   112 17
194   140 54
581   450 131
194   129 65
1,140   772 368
333   227 106
111   79 32
1,043   1,089 -46
61   61 0
712   734 -22
297   302 -5
477   408 69
332   368 -36
172   184 -12
258   257 1
221   167 54
318   251 67
618   499 119
246   166 80
635   334 301
693   655 38
613   682 -69
322   316 6
343   403 -60
114   118 -4
372   473 -101
402   253 149
525   385 140
341   257 84
72   51 21
869   846 23
72   75 -3
170   158 12
298   226 72
99   77 22
186   158 28
186   154 32
373   291 82
280   182 98
195   146 49
391   243 148
391   243 148
85   64 21
397   257 140
772   808 -36
78   81 -3
467   479 -12
75   80 -5
374   394 -20
513   472 41
323   324 -1
361   324 37
179   162 17
358   350 8
37   47 -10
186   243 -57
2,479   2,339 140
1,458   1,639 -181
162   178 -16
809   397 412
467   535 -68
623   520 103
480   310 170
729   517 212
1,190   966 224
526   467 59
616   467 149
606   420 186
210   269 -59
210   267 -57
210   255 -45
231   233 -2
205   233 -28
557   607 -50
398   480 -82
422   320 102
203   160 43
204   160 44
206   160 46
212   233 -21
42   43 -1
42   48 -6
281   225 56
562   407 155
469   536 -67
505   490 15
252   257 -5
456   371 85
428   405 23
234   203 31
234   203 31
234   207 27
239   207 32
242   219 23
236   230 6
236   255 -19
216   212 4
108   78 30
196   157 39
293   242 51
319   243 76
532   402 130
293   241 52
98   81 17
458   403 55
275   280 -5
289   280 9
524   479 45
417   304 113
93   61 32
503   405 98
172   132 40
610   577 33
44   41 3
300   284 16
304   265 39
148   177 -29
295   360 -65
353   344 9
361   364 -3
358   336 22
314   271 43
345   124 221
333   284 49
219   197 22
240   189 51
120   94 26
377   289 88
120   95 25
108   200 -92
108   200 -92
325   281 44
532   487 45
481   358 123
178   131 47
594   431 163
231   231 0
346   346 0
999   888 111
504   478 26
216   113 103
180   94 86
396   280 116
288   199 89
278   203 75
278   203 75
526   413 113
381   432 -51
376   424 -48
627   752 -125
267   682 -415
133   338 -205
400   566 -166
588   593 -5
353   340 13
42   38 4
541   428 113
485   395 90
136   173 -37
340   207 133
431   228 203
392   164 228
426   384 42
328   297 31
261   247 14
72   67 5
354   212 142
71   42 29
127   85 42
318   171 147
362   171 191
289   137 152
604   443 161
121   96 25
250   192 58
63   47 16
158   132 26
158   132 26
158   132 26
552   458 94
237   212 25
157   141 16
394   353 41
154   141 13
231   235 -4
819   772 47
261   266 -5
312   274 38
326   274 52
326   261 65
325   261 64
325   261 64
130   113 17
196   170 26
475   654 -179
603   479 124
451   442 9
645   589 56
387   442 -55
659   688 -29
359   380 -21
419   431 -12
659   677 -18
299   308 -9
324   308 16
843   783 60
125   120 5
626   603 23
300   528 -228
194   196 -2
418   391 27
190   248 -58
378   544 -166
194   272 -78
387   540 -153
569   559 10
388   373 15
571   587 -16
538   573 -35
215   239 -24
102   119 -17
305   310 -5
438   579 -141
549   489 60
604   623 -19
468   502 -34
321   266 55
321   269 52
272   366 -94
964   950 14
309   389 -80
311   298 13
228   199 29
222   179 43
320   259 61
369   278 91
492   327 165
21   33 -12
215   337 -122
293   277 16
385   333 52
469   441 28
435   533 -98
653   656 -3
82   65 17
396   456 -60
511   424 87
84   71 13
334   273 61
251   210 41
84   89 -5
770   800 -30
279   201 78
112   81 31
271   246 25
262   252 10
277   246 31
204   162 42
317   243 74
324   243 81
107   81 26
160   143 17
108   95 13
505   236 269
441   407 34
126   147 -21
126   122 4
63   31 32
63   31 32
63   31 32
273   447 -174
382   626 -244
27   35 -8
272   353 -81
136   161 -25
153   161 -8
399   244 155
61   43 18
520   533 -13
304   253 51
671   573 98
112   84 28
245   180 65
349   338 11
699   526 173
282   254 28
400   338 62
700   653 47
100   95 5
424   473 -49
509   504 5
340   409 -69
211   219 -8
296   291 5
351   337 14
527   504 23
270   252 18
897   1,107 -210
259   325 -66
414   290 124
422   290 132
401   271 130
257   299 -42
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       58
b       13
c       74
d       32
e       -28
      40
      112
      129
      64
      4
      4
      99
      -86
      -28
      -60
      142
      -39
      -48
      -45
      -111
      -11
      -41
      -24
      227
      -5
      -4
      24
      18
      -151
      -113
      -173
      -122
      -104
      43
      90
      -31
      59
      -19
      16
      374
      -152
      -202
      -76
      -91
      -63
      14
      -82
      87
      22
      79
      -61
      -32
      82
      86
      30
      6
      54
      -423
      -34
      -255
      -78
      220
      68
      228
      114
      -17
      -2
      -10
      38
      -36
      213
      147
      -8
      2
      5
      -12
      -120
      -29
      -39
      -151
      -150
      187
      113
      34
      75
      7
      -1
      -51
      -37
      -8
      -3
      3
      8
      -4
      107
      87
      228
      244
      294
      146
      556
      185
      133
      1,741
      68,412
      3,512
      4,067
      695
      290
      845
      1,193
      54
      56
      -236
      -163
      -247
      -154
      -68
      -73
      65
      67
      105
      -49
      -21
      -61
      -12
      -114
      -39
      -45
      -40
      -35
      -20
      -100
      -31
      -23
      -105
      -81
      -184
      -56
      -111
      -78
      -60
      -138
      -96
      -195
      -673
      -3,873
      -426
      -211
      10
      -158
      82
      91
      -240
      232
      355
      3,392
      -38
      -16
      -50
      -29
      -11
      -28
      45
      149
      238
      191
      -344
      12
      18
      -2
      9
      -3
      11
      2
      5
      15
      -131
      51
      17
      41
      31
      -53
      -288
      -107
      -75
      -160
      -100
      -119
      76
      150
      23
      117
      7
      4
      48
      49
      68
      63
      7
      43
      -111
      29
      190
      62
      -202
      267
      44
      46
      -115
      -147
      -80
      0
      170
      9
      94
      82
      16
      20
      -2
      12
      65
      17
      54
      131
      65
      368
      106
      32
      -46
      0
      -22
      -5
      69
      -36
      -12
      1
      54
      67
      119
      80
      301
      38
      -69
      6
      -60
      -4
      -101
      149
      140
      84
      21
      23
      -3
      12
      72
      22
      28
      32
      82
      98
      49
      148
      148
      21
      140
      -36
      -3
      -12
      -5
      -20
      41
      -1
      37
      17
      8
      -10
      -57
      140
      -181
      -16
      412
      -68
      103
      170
      212
      224
      59
      149
      186
      -59
      -57
      -45
      -2
      -28
      -50
      -82
      102
      43
      44
      46
      -21
      -1
      -6
      56
      155
      -67
      15
      -5
      85
      23
      31
      31
      27
      32
      23
      6
      -19
      4
      30
      39
      51
      76
      130
      52
      17
      55
      -5
      9
      45
      113
      32
      98
      40
      33
      3
      16
      39
      -29
      -65
      9
      -3
      22
      43
      221
      49
      22
      51
      26
      88
      25
      -92
      -92
      44
      45
      123
      47
      163
      0
      0
      111
      26
      103
      86
      116
      89
      75
      75
      113
      -51
      -48
      -125
      -415
      -205
      -166
      -5
      13
      4
      113
      90
      -37
      133
      203
      228
      42
      31
      14
      5
      142
      29
      42
      147
      191
      152
      161
      25
      58
      16
      26
      26
      26
      94
      25
      16
      41
      13
      -4
      47
      -5
      38
      52
      65
      64
      64
      17
      26
      -179
      124
      9
      56
      -55
      -29
      -21
      -12
      -18
      -9
      16
      60
      5
      23
      -228
      -2
      27
      -58
      -166
      -78
      -153
      10
      15
      -16
      -35
      -24
      -17
      -5
      -141
      60
      -19
      -34
      55
      52
      -94
      14
      -80
      13
      29
      43
      61
      91
      165
      -12
      -122
      16
      52
      28
      -98
      -3
      17
      -60
      87
      13
      61
      41
      -5
      -30
      78
      31
      25
      10
      31
      42
      74
      81
      26
      17
      13
      269
      34
      -21
      4
      32
      32
      32
      -174
      -244
      -8
      -81
      -25
      -8
      155
      18
      -13
      51
      98
      28
      65
      11
      173
      28
      62
      47
      5
      -49
      5
      -69
      -8
      5
      14
      23
      18
      -210
      -66
      124
      132
      130
      -42
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 87,763
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 49,531 401,497 0.123366
2008 40,550 490,541 0.082664
2007 27,589 544,212 0.050695
2006 35,560 294,997 0.120544
2005 35,775 117,131 0.305427
2 Total of line 1, column (d) ...................... 2 0.682696
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 0.136539
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 479,243
5 Multiply line 4 by line 3....................... 5 65,435
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 918
7 Add lines 5 and 6......................... 7 66,353
8 Enter qualifying distributions from Part XII, line 4.............. 8 45,775
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,836
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,836
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,836
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 195
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.............. 7 195
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 1,641
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)bulletCT
    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 ofbulletMAX JAVIT Telephone no.bullet (860) 674-8252
    Located atbullet20100 BOCA WEST DRIVEBOCA RATONFL ZIP+4bullet33434
    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
    THOMAS M DIVINE TRUSTEE
    1.00
    0 0 0
    185 ASYLUM STREET CITYPLACE I 22ND
    FLOOR
    HARTFORD,CT061033460
    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
    477,986
    b
    Average of monthly cash balances.......................
    1b
    8,555
    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
    486,541
    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
    486,541
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    7,298
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    479,243
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    23,962
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    23,962
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,836
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,836
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    22,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    22,126
    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
    22,126
    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
    45,775
    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
    45,775
    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
    45,775
    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 22,126
    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....... 31,518
    b From 2006....... 21,111
    c From 2007....... 2,390
    d From 2008....... 16,222
    e From 2009....... 29,572
    fTotal of lines 3a through e......... 100,813
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 45,775
    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..... 22,126
    e Remaining amount distributed out of corpus 23,649
    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 5 124,462
    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) .............
    31,518
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    92,944
    10 Analysis of line 9:
    a Excess from 2006.... 21,111
    b Excess from 2007.... 2,390
    c Excess from 2008.... 16,222
    d Excess from 2009.... 29,572
    e Excess from 2010.... 23,649
    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:
    MAX JAVIT
    20100 BOCA WEST DRIVE
    BOCA RATON,FL33434
    (860) 674-8252
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATION MUST BE QUALIFIED CHARITY UNDER I.R.C. SECTION 501 (C) (3)
    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
    ANTI DEFAMATION LEAGUE
    621 NW 53RD STREET
    BOCA RATON,FL33487
    NONE OTHER PUBLIC CHARITY COMMUNITY SERVICE 10,000
    CITIZENS FOR NATIONAL SECURITY
    PO BOX 880302
    BOCA RATON,FL33488
    NONE OTHER PUBLIC CHARITY COMMUNITY SERVICE 1,000
    HADDASAH-FLORIDA ATLANTIC REGION
    5341 W ATLANTIC AVENUE SUITE 305
    DELRAY BEACH,FL33484
    NONE OTHER PUBLIC CHARITY RELIGIOUS ACTIVITIES 1,000
    HARTFORD HOSPITAL
    80 SEYMOUR STREET
    HARTFORD,CT061025037
    NONE OTHER PUBLIC CHARITY MEDICAL RESEARCH 500
    HILLEL MICHIGAN STATE UNIVERSITY
    360 CHARLES STREET
    EAST LANSING,MI48823
    NONE OTHER PUBLIC CHARITY RELIGIOUS ACTIVITIES 4,625
    ISRAEL CHILDREN'S CENTERS
    3275 WEST HILLSBORO BOULEVARD
    DEERFIELD BEACH,FL33442
    NONE OTHER PUBLIC CHARITY MEDICAL RESEARCH 5,000
    JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
    9901 DONNA KLEIN BOULEVARD
    BOCA RATON,FL334281788
    NONE OTHER PUBLIC CHARITY RELIGIOUS ACTIVITIES 3,000
    PEF ISRAEL ENDOWMENT FUNDS INC
    317 MADISON AVENUE SUITE 607
    NEW YORK,NY10017
    NONE OTHER PUBLIC CHARITY RELIGIOUS AND HUMANITARIAN ACTIVITIES 18,000
    PAACT INC
    1143 PARMELEE AVENUE NW
    GRAND RAPIDS,MI49504
    NONE OTHER PUBLIC CHARITY MEDICAL RESEARCH 150
    WEITZMAN INSTITUTE OF SCIENCE
    633 THIRD AVENUE
    NEW YORK,NY10017
    NONE OTHER PUBLIC CHARITY MEDICAL RESEARCH 1,100
    LAZ VOCIES OF HOPE
    15 LEWIS STREET
    HARTFORD,CT06103
    NONE OTHER PUBLIC CHARITY RELIGIOUS AND HUMANITARIAN ACTIVITIES 1,000
    Total .................................bullet 3a 45,375
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 7,562  
    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 87,763  
    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 95,325 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1395,325
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    MAX AND RACHEL JAVIT FAMILY FOUNDATION
     
    Employer identification number

    06-6479632
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

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

    06-6479632
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
     
     

    MAX JAVIT    
    20100 BOCA WEST DRIVE
       
    BOCA RATON, FL   33434

    $95,597




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

    MAX JAVIT    
    20100 BOCA WEST DRIVE
       
    BOCA RATON, FL   33434

    $4,662




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

         
     
       

    $  




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

         
     
       

    $  




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

         
     
       

    $  




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

         
     
       

    $  




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

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

    06-6479632
    Part II
    Noncash Property (see Instructions)
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    294 SHARES APPLE INC. COMMON STOCK   $95,597 2010-12-23
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    238 SHARES CBS CORP. CLASS B NONVOTING STOCK   $4,662 2010-12-23
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

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

    06-6479632
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    MAX AND RACHEL JAVIT FAMILY FOUNDATION
    EIN: 06-6479632
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,600 1,200   400

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    MAX AND RACHEL JAVIT FAMILY FOUNDATION
    EIN: 06-6479632
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS MARKETABLE SECURITIES 575,062 574,710

    TY 2010 InvestmentsOtherSchedule2
    Name:
    MAX AND RACHEL JAVIT FAMILY FOUNDATION
    EIN: 06-6479632
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONEY MARKET FUNDS FMV 7,062 7,062

    TY 2010 OtherDecreasesSchedule
    Name:
    MAX AND RACHEL JAVIT FAMILY FOUNDATION
    EIN: 06-6479632
    Description Amount
    BOOK GAIN (LOSS) ON SALE OF SECURITIES 86,330


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    MAX AND RACHEL JAVIT FAMILY FOUNDATION
    EIN: 06-6479632
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 2,304 2,304   0
    FOREIGN TAXES 37 37   0