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
W B MCCARDELL FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)165 TOWNSHIP LINE ROAD NO 3000   Room/suite
City or town, state, and ZIP code
JENKINTOWN, PA19046
A Employer identification number

38-3211106
B Telephone number (see page 10 of the instructions)

(602) 607-2835
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$0
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)  
2 Check bullet
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities...... 944 944  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,069
b Gross sales price for all assets on line 6a 274,610
7 Capital gain net income (from Part IV, line 2)... 26,069
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........ 27,030 27,030  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 10,051 8,543   1,508
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 1 1   0
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.......... 10,052 8,544   1,508
25 Contributions, gifts, grants paid........ 148,037 148,037
26 Total expenses and disbursements. Add lines 24 and 25 158,089 8,544   149,545
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -131,059
b Net investment income (if negative, enter -0-) 18,486
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............... 20    
2 Savings and temporary cash investments.......... 6,808    
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)........      
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)........... 124,182 Click to see attachment0 0
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) 131,010 0 0
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......... 131,010 0
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).................... 131,010 0
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 131,010 0
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)............... 1 131,010
2 Enter amount from Part I, line 27a...................... 2 -131,059
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 -49
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 -49
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 60 AMER EXPRESS CO ON 01/11/2010 AT 41.30 COMMISSIO P 2009-03-05 2010-01-11
b 24 AMERICAN TOWER CORP CL A ON 01/11/2010 AT 43.94 P 2009-06-30 2010-01-11
c 50 AUTODESK INC ON 01/11/2010 AT 26.13 COMMISSIONS P 2009-03-05 2010-01-11
d 28 AUTOMATIC DATA PROCESSING INC ON 01/11/2010 AT 4 P 2009-03-10 2010-01-11
e 10 AUTOMATIC DATA PROCESSING INC ON 01/11/2010 AT 4 P 2009-04-06 2010-01-11
8 AUTOMATIC DATA PROCESSING INC ON 01/11/2010 AT 4 P 2010-01-06 2010-01-11
58 BANK NEW YORK MELLON CORP ON 01/11/2010 AT 28.8 P 2009-09-22 2010-01-11
36 BANK NEW YORK MELLON CORP ON 01/11/2010 AT 28.8 P 2009-10-27 2010-01-11
37 BANK NEW YORK MELLON CORP ON 01/11/2010 AT 28.8 P 2009-12-02 2010-01-11
11 BECTON DICKINSON & CO ON 01/11/2010 AT 78.17 COM P 2009-05-01 2010-01-11
31 BOEING CO ON 01/11/2010 AT 60.73 COMMISSIONS PAI P 2009-12-22 2010-01-11
58 CAMECO CORP ON 01/11/2010 AT 31.79 COMMISSIONS P P 2009-10-21 2010-01-11
75 CISCO SYSTEMS INC ON 01/11/2010 AT 24.551 COMMI P 2009-04-28 2010-01-11
12 CROWN CASTLE INTL CORP ON 01/06/2010 AT 39.351 C P 2009-07-28 2010-01-06
38 CROWN CASTLE INTL CORP ON 01/11/2010 AT 39.15 CO P 2009-07-14 2010-01-11
8 CROWN CASTLE INTL CORP ON 01/11/2010 AT 39.15 CO P 2009-07-28 2010-01-11
5 DEAN FOODS INC ON 01/11/2010 AT 18.39 COMMISSION P 2009-04-06 2010-01-11
36 DEAN FOODS INC ON 01/11/2010 AT 18.39 COMMISSION P 2009-05-19 2010-01-11
23 DEAN FOODS INC ON 01/11/2010 AT 18.39 COMMISSION P 2009-11-10 2010-01-11
10 THE WALT DISNEY CO ON 01/11/2010 AT 31.211 COMM P 2009-04-06 2010-01-11
66 ELECTRONIC ARTS INC ON 01/11/2010 AT 18.251 COM P 2009-09-01 2010-01-11
17 ELECTRONIC ARTS INC ON 01/11/2010 AT 18.251 COM P 2010-01-06 2010-01-11
55 FEDERATED INVESTORS INC CL B ON 01/11/2010 AT 27 P 2009-02-25 2010-01-11
29 FEDEX CORP ON 01/11/2010 AT 87.05 COMMISSIONS PA P 2009-03-05 2010-01-11
16 GEN-PROBE INC ON 01/11/2010 AT 44.69 COMMISSIONS P 2009-11-18 2010-01-11
26 GEN-PROBE INC ON 01/11/2010 AT 44.69 COMMISSIONS P 2009-12-02 2010-01-11
33 GENERAL MILLS INC ON 01/11/2010 AT 70.56 COMMISS P 2009-04-14 2010-01-11
22 GENZYME GENL DIVISION ON 01/11/2010 AT 53.96 COM P 2009-10-06 2010-01-11
10 GENZYME GENL DIVISION ON 01/11/2010 AT 53.96 COM P 2010-01-06 2010-01-11
34 HESS CORPORATION ON 01/11/2010 AT 65.22 COMMISSI P 2009-06-30 2010-01-11
22 HESS CORPORATION ON 01/11/2010 AT 65.22 COMMISSI P 2009-07-07 2010-01-11
7 HESS CORPORATION ON 01/11/2010 AT 65.22 COMMISSI P 2009-09-15 2010-01-11
5 INTL GAME TECHNOLOGY ON 01/11/2010 AT 19.74 COMM P 2009-04-06 2010-01-11
65 ISHARES RUSSELL 3000 INDEX ON 01/21/2010 AT 65.8 P 2010-01-11 2010-01-21
294 ISHARES RUSSELL 3000 INDEX ON 03/15/2010 AT 67. P 2010-01-11 2010-03-15
372 ISHARES RUSSELL 3000 INDEX ON 06/11/2010 AT 63. P 2010-01-11 2010-06-11
230 ISHARES RUSSELL 3000 INDEX ON 08/04/2010 AT 6 P 2009-09-29 2010-08-04
1089 ISHARES RUSSELL 3000 INDEX ON 08/04/2010 AT 6 P 2010-01-11 2010-08-04
10 JOHNSON & JOHNSON ON 01/11/2010 AT 64.24 COMMISS P 2009-04-06 2010-01-11
24 KLA-TENCOR CORPORATION ON 01/11/2010 AT 36.74 CO P 2009-02-17 2010-01-11
42 KELLOGG CO ON 01/11/2010 AT 53.26 COMMISSIONS PA P 2009-04-14 2010-01-11
76 THE KROGER CO ON 01/11/2010 AT 20.17 COMMISSIONS P 2009-12-08 2010-01-11
25 MICROSOFT CORP ON 01/11/2010 AT 30.161 COMMISSI P 2009-04-06 2010-01-11
28 MICROSOFT CORP ON 01/11/2010 AT 30.161 COMMISSI P 2009-04-22 2010-01-11
5 MILLIPORE CORP ON 01/11/2010 AT 71.96 COMMISSION P 2009-04-06 2010-01-11
10 MILLIPORE CORP ON 01/11/2010 AT 71.96 COMMISSION P 2009-09-22 2010-01-11
6 MONSANTO CO ON 01/06/2010 AT 83.3307 COMMISSIONS P 2009-09-15 2010-01-06
17 MONSANTO CO ON 01/11/2010 AT 84.72 COMMISSIONS P P 2009-09-15 2010-01-11
7 MONSANTO CO ON 01/11/2010 AT 84.72 COMMISSIONS P P 2009-11-10 2010-01-11
66 NESTLE SA SPONS ADR ON 01/11/2010 AT 48.12 COMMI P 2009-06-16 2010-01-11
69 NOKIA CORP-SP ADR A ON 01/11/2010 AT 13.141 COM P 2009-03-05 2010-01-11
72 NOKIA CORP-SP ADR A ON 01/11/2010 AT 13.141 COM P 2009-04-22 2010-01-11
71 NOKIA CORP-SP ADR A ON 01/11/2010 AT 13.141 COM P 2009-11-10 2010-01-11
50 NORDSTROM INC ON 01/11/2010 AT 38.08 COMMISSIONS P 2009-02-03 2010-01-11
26 NORTHERN TRUST CORP ON 01/11/2010 AT 51.07 COMMI P 2009-05-26 2010-01-11
8 NORTHERN TRUST CORP ON 01/11/2010 AT 51.07 COMMI P 2009-11-10 2010-01-11
65 PALL CORP ON 01/11/2010 AT 37.41 COMMISSIONS PAI P 2009-09-29 2010-01-11
71 PAYCHEX INC ON 01/11/2010 AT 31.62 COMMISSIONS P P 2009-06-30 2010-01-11
19 PAYCHEX INC ON 01/11/2010 AT 31.62 COMMISSIONS P P 2009-07-28 2010-01-11
25 PERKINELMER INC ON 01/11/2010 AT 21.441 COMMISS P 2009-04-06 2010-01-11
151 PROGRESSIVE CORP OHIO ON 01/11/2010 AT 17.261 C P 2009-09-15 2010-01-11
76 SAFEWAY INC ON 01/11/2010 AT 21.21 COMMISSIONS P P 2009-12-15 2010-01-11
7 SAP AG SPON ADR ON 01/11/2010 AT 50.48 COMMISSIO P 2010-01-06 2010-01-11
34 SCHLUMBERGER LTD ON 01/11/2010 AT 70.19 COMMISSI P 2009-11-24 2010-01-11
22 SHERWIN WILLIAMS CO ON 01/11/2010 AT 59.15 COMMI P 2009-04-22 2010-01-11
6 SHERWIN WILLIAMS CO ON 01/11/2010 AT 59.15 COMMI P 2010-01-06 2010-01-11
33 SOUTHWEST AIRLINES ON 01/06/2010 AT 11.585 THRU P 2009-03-05 2010-01-06
3 SOUTHWEST AIRLINES ON 01/06/2010 AT 11.585 THRU P 2009-03-10 2010-01-06
314 SOUTHWEST AIRLINES ON 01/11/2010 AT 11.331 COMM P 2009-03-05 2010-01-11
25 UNILEVER PLC SPONS ADR ON 01/11/2010 AT 31.17 CO P 2009-04-06 2010-01-11
28 UNILEVER PLC SPONS ADR ON 01/11/2010 AT 31.17 CO P 2009-05-01 2010-01-11
16 UNITED PARCEL SERVICE CLASS B ON 01/11/2010 AT 6 P 2009-03-05 2010-01-11
53 WASTE MANAGEMENT INC ON 01/11/2010 AT 34.47 COMM P 2009-10-27 2010-01-11
52 WEYERHAUSER ON 01/11/2010 AT 44.00 COMMISSIONS P P 2009-03-05 2010-01-11
20 ACCENTURE PLC ON 01/11/2010 AT 42.60 COMMISSIONS P 2009-07-14 2010-01-11
16 WEATHERFORD INTL LTD ON 01/11/2010 AT 19.811 CO P 2010-01-06 2010-01-11
9 AUTODESK INC ON 01/11/2010 AT 26.13 COMMISSIONS P 2008-07-23 2010-01-11
30 AUTODESK INC ON 01/11/2010 AT 26.13 COMMISSIONS P 2008-11-19 2010-01-11
6 AUTOMATIC DATA PROCESSING INC ON 01/11/2010 AT 4 P 2008-04-30 2010-01-11
12 BAKER HUGHES INC ON 01/11/2010 AT 46.61 COMMISSI P 2008-04-30 2010-01-11
39 BAKER HUGHES INC ON 01/11/2010 AT 46.61 COMMISSI P 2008-11-19 2010-01-11
14 BECTON DICKINSON & CO ON 01/11/2010 AT 78.17 COM P 2008-12-03 2010-01-11
65 CARNIVAL CORP ON 01/11/2010 AT 33.38 COMMISSIONS P 2008-06-24 2010-01-11
22 CERNER CORP ON 01/11/2010 AT 88.22 COMMISSIONS P P 2008-12-03 2010-01-11
100 CISCO SYSTEMS INC ON 01/11/2010 AT 24.551 COMMI P 2008-04-30 2010-01-11
30 DEAN FOODS INC ON 01/11/2010 AT 18.39 COMMISSION P 2008-04-30 2010-01-11
77 DICKS SPORTING GOODS INC ON 01/11/2010 AT 25.14 P 2008-12-31 2010-01-11
12 THE WALT DISNEY CO ON 01/06/2010 AT 31.9511 COMM P 2008-10-08 2010-01-06
56 THE WALT DISNEY CO ON 01/11/2010 AT 31.211 COMM P 2008-10-08 2010-01-11
73 THE WALT DISNEY CO ON 01/11/2010 AT 31.211 COMM P 2008-11-18 2010-01-11
187 EMC CORPORATION ON 01/11/2010 AT 17.331 COMMISS P 2008-10-21 2010-01-11
35 ELECTRONIC ARTS INC ON 01/11/2010 AT 18.251 COM P 2008-10-01 2010-01-11
66 ELECTRONIC ARTS INC ON 01/11/2010 AT 18.251 COM P 2008-11-19 2010-01-11
14 GENZYME GENL DIVISION ON 01/11/2010 AT 53.96 COM P 2008-04-30 2010-01-11
7 GOOGLE INC CL A ON 01/11/2010 AT 595.71 COMMISSIO P 2008-10-08 2010-01-11
27 HEARTLAND EXPRESS INC ON 01/11/2010 AT 15.86 COM P 2008-10-15 2010-01-11
32 HOME DEPOT ON 01/11/2010 AT 28.28 COMMISSIONS PA P 2008-06-04 2010-01-11
30 HUNT (JB) TRANSPORTATION SVCS ON 01/11/2010 AT 3 P 2008-10-08 2010-01-11
27 INTL GAME TECHNOLOGY ON 01/11/2010 AT 19.74 COMM P 2008-04-30 2010-01-11
47 INTL GAME TECHNOLOGY ON 01/11/2010 AT 19.74 COMM P 2008-07-02 2010-01-11
48 INVERNESS MEDICAL INNOVATIONS ON 01/11/2010 AT 4 P 2008-09-17 2010-01-11
13 JOHNSON & JOHNSON ON 01/11/2010 AT 64.24 COMMISS P 2008-04-30 2010-01-11
8 JOHNSON & JOHNSON ON 01/11/2010 AT 64.24 COMMISS P 2008-10-21 2010-01-11
40 JUNIPER NETWORKS INC ON 01/11/2010 AT 26.14 COMM P 2008-04-30 2010-01-11
27 KNIGHT TRANSPORTATION INC ON 01/11/2010 AT 20.43 P 2008-10-08 2010-01-11
40 LOWES COS INC ON 01/11/2010 AT 23.24 COMMISSIONS P 2008-06-04 2010-01-11
54 MICROSOFT CORP ON 01/11/2010 AT 30.161 COMMISSI P 2008-04-30 2010-01-11
21 MILLIPORE CORP ON 01/11/2010 AT 71.96 COMMISSION P 2008-04-30 2010-01-11
15 MONSANTO CO ON 01/11/2010 AT 84.72 COMMISSIONS P P 2008-12-03 2010-01-11
25 NOKIA CORP-SP ADR A ON 01/11/2010 AT 13.141 COM P 2008-10-21 2010-01-11
50 PERKINELMER INC ON 01/11/2010 AT 21.441 COMMISS P 2008-10-08 2010-01-11
28 PERKINELMER INC ON 01/11/2010 AT 21.441 COMMISS P 2008-11-19 2010-01-11
38 QUEST DIAGNOSTICS INC COM ON 01/11/2010 AT 59.53 P 2008-04-30 2010-01-11
40 SAP AG SPON ADR ON 01/11/2010 AT 50.48 COMMISSIO P 2008-10-15 2010-01-11
45 THERMO FISHER SCIENTIFIC INC ON 01/11/2010 AT 49 P 2008-12-03 2010-01-11
46 UNILEVER PLC SPONS ADR ON 01/11/2010 AT 31.17 CO P 2008-11-05 2010-01-11
21 UNITED PARCEL SERVICE CLASS B ON 01/11/2010 AT 6 P 2008-04-30 2010-01-11
15 UNITED PARCEL SERVICE CLASS B ON 01/11/2010 AT 6 P 2008-07-15 2010-01-11
101 WEATHERFORD INTL LTD ON 01/11/2010 AT 19.811 CO P 2008-11-19 2010-01-11
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,475   634 1,841
b 1,053   758 295
c 1,304   597 707
d 1,189   948 241
e 425   360 65
340   341 -1
1,668   1,722 -54
1,035   1,013 22
1,064   1,001 63
859   673 186
1,881   1,716 165
1,841   1,795 46
1,838   1,405 433
472   328 144
1,486   924 562
313   218 95
92   95 -3
660   684 -24
422   389 33
312   196 116
1,201   1,186 15
309   317 -8
1,526   1,153 373
2,523   1,123 1,400
714   676 38
1,161   1,098 63
2,327   1,635 692
1,186   1,251 -65
539   485 54
2,216   1,799 417
1,434   1,078 356
456   380 76
98   58 40
4,274   4,365 -91
19,877   19,742 135
23,782   24,980 -1,198
15,214   14,329 885
72,036   73,126 -1,090
642   520 122
881   441 440
2,235   1,652 583
1,529   1,525 4
753   466 287
843   530 313
360   291 69
719   710 9
500   480 20
1,439   1,361 78
593   483 110
3,173   2,371 802
903   629 274
943   1,053 -110
929   948 -19
1,901   670 1,231
1,326   1,419 -93
408   404 4
2,428   2,146 282
2,241   1,806 435
600   507 93
535   335 200
2,599   2,564 35
1,608   1,624 -16
353   332 21
2,385   2,227 158
1,300   1,261 39
355   361 -6
381   168 213
35   16 19
3,542   1,601 1,941
778   487 291
871   552 319
1,008   626 382
1,824   1,649 175
2,285   1,012 1,273
851   673 178
316   307 9
235   306 -71
782   586 196
255   265 -10
559   970 -411
1,816   1,242 574
1,094   873 221
2,166   2,253 -87
1,940   735 1,205
2,450   2,560 -110
550   705 -155
1,932   1,044 888
383   309 74
1,745   1,442 303
2,275   1,467 808
3,231   1,831 1,400
637   1,262 -625
1,201   1,218 -17
755   988 -233
4,170   2,398 1,772
427   401 26
903   870 33
1,042   798 244
532   941 -409
925   1,147 -222
2,143   1,479 664
834   874 -40
514   513 1
1,044   1,110 -66
550   414 136
928   967 -39
1,626   1,545 81
1,510   1,490 20
1,270   1,088 182
327   431 -104
1,070   1,171 -101
599   474 125
2,260   1,898 362
2,017   1,446 571
2,216   1,476 740
1,431   1,105 326
1,323   1,525 -202
945   858 87
1,996   1,281 715
28     28
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       1,841
b       295
c       707
d       241
e       65
      -1
      -54
      22
      63
      186
      165
      46
      433
      144
      562
      95
      -3
      -24
      33
      116
      15
      -8
      373
      1,400
      38
      63
      692
      -65
      54
      417
      356
      76
      40
      -91
      135
      -1,198
      885
      -1,090
      122
      440
      583
      4
      287
      313
      69
      9
      20
      78
      110
      802
      274
      -110
      -19
      1,231
      -93
      4
      282
      435
      93
      200
      35
      -16
      21
      158
      39
      -6
      213
      19
      1,941
      291
      319
      382
      175
      1,273
      178
      9
      -71
      196
      -10
      -411
      574
      221
      -87
      1,205
      -110
      -155
      888
      74
      303
      808
      1,400
      -625
      -17
      -233
      1,772
      26
      33
      244
      -409
      -222
      664
      -40
      1
      -66
      136
      -39
      81
      20
      182
      -104
      -101
      125
      362
      571
      740
      326
      -202
      87
      715
      28
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 26,069
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 65,801 160,928 0.408885
2008 129,879 338,884 0.383255
2007 142,683 557,370 0.255993
2006 473,719 813,238 0.582510
2005 118,413 1,052,274 0.112531
2 Total of line 1, column (d) ...................... 2 1.743174
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 0.348635
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 70,555
5 Multiply line 4 by line 3....................... 5 24,598
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 185
7 Add lines 5 and 6......................... 7 24,783
8 Enter qualifying distributions from Part XII, line 4.............. 8 149,545
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 1 185
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............................ 3 185
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- ..... 5 185
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 3,532
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 3,532
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,347
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11 3,347
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
Yes
 
If “Yes,” attach the statement required by General Instruction T.Click to see list of attachments
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)bulletMI
    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 ofbulletTRACY MCCARDELL Telephone no.bullet (215) 657-8592
    Located atbullet2318 TERWOOD ROADHUNTINGDON VALLEYPA ZIP+4bullet19006
    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
    WILLARD B MCCARDELL JR CHAIRMAN
    0.00
    0 0 0
    355 OLIVEWOOD CT
    ROCHESTER,MI48306
    SHERAN M MCCARDELL VICE-CHAIRMAN
    0.00
    0 0 0
    355 OLIVEWOOD CT
    ROCHESTER,MA48306
    BRADLEY W MCCARDELL PRESIDENT
    0.00
    0 0 0
    4230 DERRY COURT
    ROCHESTER,MA48306
    TRACY L MCCARDELL TREASURER
    0.00
    0 0 0
    2318 TERWOOD ROAD
    HUNTINGDON VALLEY,PA19006
    MICHAEL D MULCAHY SECRETARY
    0.00
    0 0 0
    1533 N WOODWARD AVENUE SUITE 325
    BLOOMFIELD HILLS,MI48304
    ANN-MARIE MCCARDELL TRUSTEE
    0.00
    0 0 0
    211 S HELEN
    ROCHESTER,MA48306
    TINA M ANDREWS TRUSTEE
    0.00
    0 0 0
    546 SE 43RD CIRCLE
    TROUTDALE,OR97060
    SCOTT I ANDREWS TRUSTEE
    0.00
    0 0 0
    546 SE 43RD CIRCLE
    TROUTDALE,OR97060
    STEVEN R MCCARDELL TRUSTEE
    0.00
    0 0 0
    STUART HALL
    BRYN ATHYN,PA19009
    KENNETH W MCCARDELL TRUSTEE
    0.00
    0 0 0
    355 OLIVEWOOD COURT
    ROCHESTER,MI48306
    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
    69,979
    b
    Average of monthly cash balances.......................
    1b
    1,650
    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
    71,629
    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
    71,629
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    1,074
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    70,555
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    3,528
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,528
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    185
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    185
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,343
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    3,343
    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
    3,343
    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
    149,545
    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
    149,545
    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
    185
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    149,360
    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 3,343
    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....... 118,413
    b From 2006....... 433,919
    c From 2007....... 115,554
    d From 2008....... 112,935
    e From 2009....... 57,755
    fTotal of lines 3a through e......... 838,576
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 149,545
    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..... 3,343
    e Remaining amount distributed out of corpus 146,202
    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 5 984,778
    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) .............
    118,413
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    866,365
    10 Analysis of line 9:
    a Excess from 2006.... 433,919
    b Excess from 2007.... 115,554
    c Excess from 2008.... 112,935
    d Excess from 2009.... 57,755
    e Excess from 2010.... 146,202
    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:
    BRADLEY W MCCARDELL
    4230 DERRY ROAD
    ROCHESTER,MI48306
    (248) 601-7908
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER ACCOMPANYING "COMMON GRANT APPLICATION FORM" PUBLISHED BY COUNCIL OF MICHIGAN FOUNDATIONS
    cAny submission deadlines:
    OCTOBER 1 OF YEAR PRECEDING THE TIME PAYMENT IS REQUIRED
    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
    OAK ARBOR CHURCH
    495 OAK ARBOR CIRCLE WEST
    ROCHESTER,MI48307
    NONE RELIGIOUS ORGANIZATI UNRESTRICTED 148,037
    Total .................................bullet 3a 148,037
    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 17  
    4 Dividends and interest from securities....     14 944  
    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 26,069  
    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 27,030 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1327,030
    (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 DissolutionStmt
    Name:
    W B MCCARDELL FAMILY FOUNDATION
    EIN: 38-3211106
    Dissolution Name Dissolution Address Explanation Dissolution Amount
    OARK ARBOR CHURCH OF NEW JERUSALEM 495 OAK ARBOR CIRCLE WEST
    ROCHESTER,MI48307
    THE REMAINING CASH WAS DISTRIBUTED TO THE OAK ARBOR CHURCH OF NEW JERUSALEM. 88,037


    TY 2010 InvestmentsOtherSchedule2
    Name:
    W B MCCARDELL FAMILY FOUNDATION
    EIN: 38-3211106
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VARIOUS STOCKS FMV 0 0

    TY 2010 LiquidationExplanationStmt
    Name:
    W B MCCARDELL FAMILY FOUNDATION
    EIN: 38-3211106
    Statement:
    THE COST OF MAINTAINING THE FOUNDATION COULD NOT CONTINUE THE SERVE THE PURPOSES OF THE FOUNDATION. THUS, THE BOARD DECIDED TO CLOSE THE FOUNDATION.


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    W B MCCARDELL FAMILY FOUNDATION
    EIN: 38-3211106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PITCAIRN TRUST COMPANY 10,051 8,543   1,508


    TY 2010 TaxesSchedule
    Name:
    W B MCCARDELL FAMILY FOUNDATION
    EIN: 38-3211106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1 1   0