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
FRANCIS BEIDLER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)53 WEST JACKSON BLVD NO 530   Room/suite
City or town, state, and ZIP code
CHICAGO, IL60604
A Employer identification number

36-4260449
B Telephone number (see page 10 of the instructions)

(312) 922-3792
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$16,569,697J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 1,168 1,168  
4 Dividends and interest from securities...... 374,872 374,872  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 610,002
b Gross sales price for all assets on line 6a 2,200,676
7 Capital gain net income (from Part IV, line 2)... 610,002
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 88,775 86,907  
12 Total. Add lines 1 through 11........ 1,074,817 1,072,949  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,500 3,750   3,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,113 1,113   0
b Accounting fees (attach schedule)....... Click to see attachment 1,800 1,800   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 27,235 24,031   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 88,607 79,214   9,377
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 126,255 109,908   13,127
25 Contributions, gifts, grants paid........ 722,230 722,230
26 Total expenses and disbursements. Add lines 24 and 25 848,485 109,908   735,357
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 226,332
b Net investment income (if negative, enter -0-) 963,041
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............... 53,519 37,480 37,480
2 Savings and temporary cash investments.......... 773,514 1,214,133 1,214,133
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........... 1,855 1,855 1,855
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,834,417 Click to see attachment2,990,815 7,606,161
c Investments—corporate bonds (attach schedule)........ 2,675,706 Click to see attachment1,231,874 1,439,501
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,454,543 Click to see attachment3,543,729 6,270,567
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) 8,793,554 9,019,886 16,569,697
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......... 1,500,000 1,500,000
28 Paid-in or capital surplus, or land, bldg., and equipment fund 5,620,544 5,620,544
29 Retained earnings, accumulated income, endowment, or other funds 1,673,010 1,899,342
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,793,554 9,019,886
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,793,554 9,019,886
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 8,793,554
2 Enter amount from Part I, line 27a...................... 2 226,332
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 9,019,886
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 9,019,886
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 1500 SH. DU PONT P 2008-11-06 2010-01-14
b 4050 SH. BOEING P 2001-12-31 2010-01-15
c 71000 M VODAFONE DUE 2/10 P 2009-03-18 2010-02-15
d 50000 M BALL 6.875% DUE 12/12 P 2009-01-08 2010-04-21
e 20000 M XEROX 7.625% DUE 6/13 P 2009-03-27 2010-10-01
50000 M XEROX 7.625% DUE 6/13 P 2009-07-20 2010-10-01
25000 M AMGEN 5.85% DUE 6/17 P 2008-12-11 2010-10-06
25000 M CVS 4.875% DUE 9/14 P 2008-12-11 2010-10-06
25000 M KRAFT 6.5% DUE 8/17 P 2008-12-12 2010-10-06
30000 M KRAFT 6.5% DUE 8/17 P 2008-12-18 2010-10-06
250000 M STARBUCKS 6.25% DUE 8/11 P 2009-06-18 2010-10-06
100000 M SUNCOR 6.1% DUE 8/18 P 2009-07-09 2010-10-06
25000 M VODAFONE DUE 9/15 P 2008-12-11 2010-10-06
25000 M ALLTEL 7% DUE 3/11 P 2009-07-13 2010-10-07
71000 M DIAMOND 4.875% DUE 7/15 P 2009-03-18 2010-10-07
75000 M POTASH 5.25% DUE 5/14 P 2009-05-19 2010-10-07
150000 M DELL 4.7% DUE 4/13 P 2009-03-03 2010-10-26
100000 M DELL 5.625% DUE 4/14 P 2009-04-08 2010-10-26
25000 M ENTERGY 4.875% DUE 11/11 P 2009-04-02 2010-11-01
25000 M BARRICK GOLD 6.125% DUE 9/13 P 2008-12-12 2010-11-09
27000 M NEXEN 5.05% DUE 11/13 P 2008-12-11 2010-11-09
25000 M NEXEN 5.05% DUE 11/13 P 2009-01-06 2010-11-09
50000 M RIO TINTO 5.875% DUE 7/13 P 2009-02-12 2010-11-09
50000 M STANFORD 4.25% DUE 5/16 P 2009-05-13 2010-11-09
555 SH. ROPER IND P 2009-06-30 2010-11-22
4050 SH. BOEING P 2001-12-31 2010-12-03
2144 M CHIQUITA BANANA P 2010-04-05 2010-12-09
71000 M CORNING 6.05% DUE 6/15 P 2009-03-26 2010-12-15
75000 M AT&T 7.875% DUE 3/11 P 2009-04-24 2010-12-31
WOLTERS KLUWER-CASH IN LIEU P 2010-12-31 2010-12-31
(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 50,993   46,964 4,029
b 244,099   19,940 224,159
c 71,000   74,195 -3,195
d 50,573   50,525 48
e 20,254   18,261 1,993
50,636   51,378 -742
29,686   25,232 4,454
27,725   22,431 5,294
29,810   24,382 5,428
35,772   30,508 5,264
289,315   252,107 37,208
115,561   101,487 14,074
28,090   21,650 6,440
30,135   27,445 2,690
78,366   68,071 10,295
81,450   77,550 3,900
161,417   150,000 11,417
111,979   102,682 9,297
25,000   24,925 75
28,270   24,163 4,107
29,400   24,810 4,590
27,222   22,949 4,273
55,923   47,650 8,273
54,997   51,023 3,974
39,352   25,003 14,349
257,379   19,940 237,439
29,347   34,993 -5,646
71,000   69,012 1,988
75,915   81,398 -5,483
10     10
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       4,029
b       224,159
c       -3,195
d       48
e       1,993
      -742
      4,454
      5,294
      5,428
      5,264
      37,208
      14,074
      6,440
      2,690
      10,295
      3,900
      11,417
      9,297
      75
      4,107
      4,590
      4,273
      8,273
      3,974
      14,349
      237,439
      -5,646
      1,988
      -5,483
      10
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 2 610,002
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 825,532 14,927,978 0.055301
2008 800,171 16,297,354 0.049098
2007 752,546 16,718,683 0.045012
2006 726,560 15,527,937 0.046791
2005 508,208 14,723,816 0.034516
2 Total of line 1, column (d) ...................... 2 0.230718
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 0.046144
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 15,978,439
5 Multiply line 4 by line 3....................... 5 737,309
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,630
7 Add lines 5 and 6......................... 7 746,939
8 Enter qualifying distributions from Part XII, line 4.............. 8 735,357
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 19,261
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 19,261
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 19,261
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 6,800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,800
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 12,461
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)bulletIL
    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
     
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS B DORRIS Telephone no.bullet (312) 922-3792
    Located atbullet53 WEST JACKSON STE 530CHICAGOIL ZIP+4bullet60604
    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
     
    No
    .........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
    FRANCIS BEIDLER III OFFICER
    1.00     		2,500 0 0
    53 WEST JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    ELIZABETH TISDAHL OFFICER
    1.00     		2,500 0 0
    53 WEST JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    THOMAS B DORRIS OFFICER
    1.00     		2,500 0 0
    53 WEST JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    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
    8,981,415
    b
    Average of monthly cash balances.......................
    1b
    969,783
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    6,270,567
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,221,765
    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
    16,221,765
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    243,326
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,978,439
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    798,922
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    798,922
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    19,261
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,261
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    779,661
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    779,661
    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
    779,661
    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
    735,357
    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
    735,357
    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
    735,357
    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 7 779,661
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 699,055
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 735,357
    a Applied to 2009, but not more than line 2a 699,055
    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..... 36,302
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		743,359
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    THOMAS B DORRIS
    53 W JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    (312) 922-3792
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS NEED TO BE IN WRITING AND INCLUDE INFORMATION NECESSARY TO EVALUATE ORGANIZATION AND GRANT REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE. ALL DONEES MUST BE QUALIFYING ORGANIZATIONS PURSUANT TO IRC SECTION 170 (C).
    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
    ACLU-ROGER BALDWIN FOUNDATION
    180 N MICHIGAN AVE STE 2300
    CHICAGO,IL60601     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    AIR LIFE LINE OF THE MIDWEST
    6100 W DIRKSEN PKWY
    PEORIA,IL61607     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    ALTERNATIVES INC
    4730 N SHERIDAN RD
    CHICAGO,IL60640     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    ALZHEIMER'S ASSN
    919 N MICHIGAN AVE STE 1000
    CHICAGO,IL60611     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    AMERICAN CONSTITUTION SOCIETY
    1333 H ST NW
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    ASSOCIATION HOUSE OF CHICAGO
    2150 W NORTH AVE
    CHICAGO,IL60647     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    AUXILIARY OF STROGER HOSPITAL
    720 S WOLCOTT
    CHICAGO,IL60612     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    BENS EDUCATION FUND
    1717 PENNSYLVANIA AVE NW STE 350
    WASHINGTON,DC20006     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 7,000
    BETTER GOVERNMENT ASSOC
    28 E JACKSON BLVD STE 1900
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 46,000
    BOYS AND GIRLS CLUBS OF CHICAGO
    625 W JACKSON STE 300
    CHICAGO,IL60606     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 500
    BOYS HOPE GIRLS HOPE
    1100 LARAMIE
    WILMETTE,IL60091     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    BUSINESS & PROFESSIONAL PEOPLE FOR THE PUBLIC INT
    25 E WASHINGTON ST STE 1515
    CHICAGO,IL60602     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    CATHOLICS FOR A FREE CHOICE
    1436 U STNW STE 301
    WASHINGTON,DC20009     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 13,000
    CENTER FOR DOMESTIC PEACE
    2741 N SPALDING
    CHICAGO,IL60647     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,000
    CHANNEL 11 CHICAGO EDUCATIONAL TV ASSOC
    5040 N ST LOUIS
    CHICAGO,IL60625     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 6,000
    CHAPIN HALL CENTER FOR CHILDREN
    1155 E SIXTIETH ST
    CHICAGO,IL60637     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 34,000
    CHICAGO ARCHITECTURE FOUND
    224 S MICHIGAN AVE
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    CHICAGO AREA PROJECT
    200 S MICHIGAN STE 1400
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 6,500
    CHICAGO BOTANIC GARDEN
    PO BOX 400
    GLENCOE,IL60022     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    CHICAGO CHILDRENS MUSEUM
    640 E ILLINOIS
    CHICAGO,IL60611     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 34,000
    CHICAGO CRIME COMMISSION
    79 W MONROE
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    CHICAGO FOUNDATION FOR WOMEN
    230 W SUPERIOR 4TH FLOOR
    CHICAGO,IL60610     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    CHICAGO LEGAL CLINIC
    2938 E 91ST ST
    CHICAGO,IL60617     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    CHICAGO METROPOLIS 2020
    30 W MONROE ST
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS STE 2011
    CHICAGO,IL60606     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    CHICAGO VOLUNTEER LEGAL SERV
    100 N LASALLE ST STE 900
    CHICAGO,IL60602     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 8,500
    CHICAGO YOUTH CENTERS
    104 S MICHIGAN AVE 14TH FLOOR
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 44,000
    CHILD CARE CENTER ASSOC EVANSTON
    1840 ASHBURY
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,500
    CHILDCARE NETWORK OF EVANSTON
    1416 LAKE ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,500
    COMMUNITY HEALTH
    2611 W CHICAGO AVE
    CHICAGO,IL60622     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    COURT APPOINTED SPECIAL ADVOCATES
    910 W VAN BUREN STE 339
    CHICAGO,IL60607     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    CRADLE THE
    2049 RIDGE RD
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    CYC CAMP ROSENTHAL
    3384 CLAWSON RD
    DOWAGLAC,MI49047     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    CYC CENTRO NUESTRO
    3208 W NORTH
    CHICAGO,IL60647     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 300
    CYC ELLIOT DONNELLY CENTER
    3947 S MICHIGAN
    CHICAGO,IL60653     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 600
    CYC FELLOWSHIP HOUSE
    844 W 32ND ST
    CHICAGO,IL60608     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 300
    CYC REBECCA CROWN COMMUNITY CENTER
    7601 S PHILLIPS
    CHICAGO,IL60649     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 300
    CYC WEST AREA
    1530 S HAMLIN
    CHICAGO,IL60623     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 600
    DEERFIELD ACADEMY SCHOLARSHIP FUND
    PO BOX 306
    DEERFIELD,IL01342     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,000
    DEPRESSION & BIPOLAR SUPPORT ALLIANCE
    4725 N WESTERN AVE
    CHICAGO,IL60625     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    DONORS FORUM LIBRARY
    208 S LASALLE ST STE 740
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    DONORS FORUM OF CHICAGO-DUES
    208 S LASALLE ST STE 740
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,130
    EQUIP FOR EQUALITY
    20 N MICHIGAN STE 300
    CHICAGO,IL60602     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    ETHS DISTRICT FOUNDATION
    1600 DODGE AVE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    EVANSTON COMMUNITY DEFENDER
    828 DAVIS ST STE 304
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,500
    EVANSTON DAY NURSERY
    1835 GRANT
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    EVANSTON HOSPITAL
    1603 ORRINGTON AVE STE 750
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    EVANSTON SCHOOL CHILDRNS CLOTHING ASSN
    1314 RIDGE AVE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,500
    EVANSTON TOWNSHIP HIGH SCHOOL HEALTH CENTER
    1600 DODGE AVE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 10,500
    EVANSTON YWCA DAY CARE
    1215 CHURCH ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    FAIR INC
    130 W 25TH ST
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 500
    FAMILY FOCUS
    310 S PEORIA STE 401
    CHICAGO,IL60607     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,500
    FAMILY INSTITUTE
    618 LIBRARY PLACE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 8,000
    FAMILY ROOM THE
    3009 CENTRAL ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    FOREST LANDOWNER FOUNDATION
    900 CIRCLE 75 PKWY STE 205
    ATLANTA,GA30339     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 500
    FOUNDATION 65
    PO BOX 750
    EVANSTON,IL60204     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    FRIENDS OF RYERSON WOODS
    21850 N RIVERWOODS
    DEERFIELD,IL60015     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    FRIENDS OF THE CHICAGO RIVER
    407 S DEARBORN ST STE 1580
    CHICAGO,IL60605     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    GATEWAY FOUNDATION
    55 E JACKSON STE 1500
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 7,500
    GATHERING WATERS
    303 S PATERSON STE 6
    MADISON,WI53703     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    GIRL SCOUTS OF CHICAGO
    222 S RIVERSIDE PLAZA STE 2120
    CHICAGO,IL60606     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    GLESSNER HOUSE MUSEUM
    1800 S PRAIRIE AVE
    CHICAGO,IL60616     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,500
    HADLEY SCHOOL FOR THE BLIND
    700 ELM ST
    WINNETKA,IL60093     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    HAMMOND EDUCATION FUND
    5727 SOHL AVE
    HAMMOND,IN46320     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    HARVARD UNIVERSITY
    12 HOLYOKE STREET
    CAMBRIDGE,MA02138     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    HAVEN SCHOOL PTA
    2417 PRAIRIE AVE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    HEARTLAND ALLIANCE
    208 S LASALLE ST STE 1818
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,000
    HOME
    2916 CENTRAL ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    HULL HOUSE ASSOCIATION
    10 S RIVERSIDE PLAZA
    CHICAGO,IL60657     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 44,500
    ILLINOIS COUNCIL AGAINST HANDGUN VIOLENCE
    175 W JACKSON STE A-1038
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 8,000
    ILLINOIS EQUAL JUSTICE SOCIETY
    180 N STETSON STE 820
    CHICAGO,IL60601     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    ILLINOIS SOCIETY FOR THE PREVENTION OF BLINDNESS
    211 W WACKER DR STE 1700
    CHICAGO,IL60606     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    INNER VOICE
    1621 W WALNUT ST
    CHICAGO,IL60612     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    INSIGHT CENTER-COMMEDUCDEVEL
    2201 BROADWAY STE 815
    OAKLAND,CA94612     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,500
    JACOB BEIDLER ELEMENTARY SCHOOL
    3151 W WALNUT
    CHICAGO,IL60612     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 12,000
    JOBS FOR YOUTHCHICAGO
    50 E WASHINGTON ST 4TH FLOOR
    CHICAGO,IL60602     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,500
    JUVENILE PROTECTIVE ASSN
    1707 N HALSTED
    CHICAGO,IL60614     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    KOHL'S CHILDREN'S MUSEUM
    165 GREEN BAY RD
    WILMETTE,IL60091     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    LAKE FOREST COLLEGE
    555 N SHERIDAN
    LAKE FOREST,IL60045     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,000
    LAKE FOREST HOSPITAL
    660 N WESTMORELAND
    LAKE FOREST,IL60045     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    LANDMARKS PRESERVATION COUNCIL
    53 W JACKSON CHICAGO
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    LEGAL ASSISTANCE FOUNDATION
    111 W JACKSON 3RD FLOOR
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,500
    LEKOTEK
    2100 RIDGE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,500
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2200 NCANNON DR
    CHICAGO,IL60614     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    LITERATURE FOR ALL OF US
    2010 DEWEY AVE
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    MARTIN LUTHER KING LAB SCHOOL PTA
    2424 LAKE ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    MEDICAL UNIVERSITY OF SOUTH CAROLINA
    261 CALHOUN ST STE 306
    CHARLESTON,SC29425     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    METRO SQUASH
    5655 S UNIVERSITY
    CHICAGO,IL60637     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    MIKVA CHALLENGE
    25 E WASHINGTON STE 826
    CHICAGO,IL60602     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    NAMIFLORIDA
    1020 E LAFAYETTE ST 102
    TALLAHASSEE,FL32301     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    NAMIPALM BEACH COUNTY
    400 S DIXIE HWY 16
    LAKE WORTH,FL33460     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,000
    NASBHC
    666 11TH ST NW STE 735
    WASHINGTON,DC20001     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    NATIONAL ALLIANCEMENTALLY ILL
    2107 WILSON BLVD STE 300
    ARLINGTON,VA22201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 6,000
    NATIONAL AUDUBON SOCIETY
    336 SANCTUARY ROAD
    HARLEYVILLE,SC29448     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 24,000
    NAT'L CENTER ON POVERTY LAW S SHRIVER
    205 W MONROE ST 2ND FLOOR
    CHICAGO,IL60606     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,500
    NORTH MIAMI BEACH HIGH SCHOOL
    1247 NE 167TH STREET
    MIAMI,FL33181     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    NWESTERN UNIV LAW SCHOOL SMALL BUSINESS OPP
    357 E CHICAGO AVE
    CHICAGO,IL60611     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 7,000
    OPERATION GRATITUDE
    16444 REFUGIO RD
    ENCINO,CA91436     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    ORRINGTON SCHOOL PTA
    211 SECOND ST
    DOWNERS GROVE,IL60515     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    OUNCE OF PREVENTION FUND
    33 W MONROE ST STE 2400
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 7,500
    PLANNED PARENTHOOD
    18 S MICHIGAN AVE 6TH FLOOR
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 25,000
    PLOUGHSHARES FUND
    1808 WEDEMEYER ST
    SAN FRANCISCO,CA94129     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,500
    PRINCETON UNIVERSITY
    1 WASHINGTON ROAD
    PRINCETON,NJ08540     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    PROJECT ON GOVERNMENT OVERSIGHT
    1900 L STREET NW STE 314
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 14,000
    PTRSP FOR PUBLIC SERVICE
    1725 EYE ST NW STE 900
    WASHINGTON,DC20006     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    PUBLIC INTEREST LAW INITIATIVE
    25 E JACKSON
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 29,500
    RAINBOW HOSPICE
    444 N NORTHWEST HWY STE 145
    PARK RIDGE,IL60068     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    RAGDALE FOUNDATION
    1260 N GREEN BAY RD
    LAKE FOREST,IL60045     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    RUSH PRESBYTST LUKES HOSPITAL
    1653 W CONGRESS PKWY
    CHICAGO,IL60612     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,500
    SACRED PLACES
    1700 SAMSON ST 10TH FLOOR
    PHILADELPHIA,PA19103     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    SHOREFRONT
    PO BOX 1894
    EVANSTON,IL60204     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    SMITH MUSEUM OF STAINED GLASS
    600 E GRAND AVENUE
    CHICAGO,IL60611     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,000
    SOJOURNER TRUTH HOUSE
    410 W 13TH AVE
    GARY,IN46407     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    SOUL CHILDREN
    PO BOX 201247
    CHICAGO,IL60620     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    SOUTH CAROLINA NATURE CONSERVANCY
    PO BOX 5475
    COLUMBIA,SC29250     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    SOUTH CENTRAL COMMUNITY SERVICES
    8316 S ELLIS
    CHICAGO,IL60609     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 17,500
    SOUTHWEST YOUTH COLLABORATIVE
    6400 S KEDZIE
    CHICAGO,IL60629     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 7,000
    ST MARGARET MERCY - MCAULEY CLINIC
    5454 HOHMAN AVE
    HAMMOND,IN46320     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,500
    STRATEGIC LEARNING INITIATIVES
    954 W WASHINGTON
    CHICAGO,IL60607     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    SUSAN G KOMEN FOR THE CURE
    PO BOX 660843
    DALLAS,TX75266     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    SUSAN LOVE BREAST CANCER FOUNDATION
    1230 COAST VILLAGE CIRCLE
    SANTA BARBARA,CA93108     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    TEACH FOR AMERICA
    350 N OGDEN STE 410
    CHICAGO,IL60607     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    THRESHOLDS
    2700 LAKEVIEW
    CHICAGO,IL60614     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 4,500
    UNIVERSITY OF MICHIGAN-LAW SCHOOL
    503 THOMPSON ST
    ANN ARBOR,MI48109     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    URBAN EDUCATION INITIATIVE
    1313 E 60TH ST
    CHICAGO,IL60637     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 6,000
    VERMONT LAW SCHOOL
    164 CHELSEA ST
    SOUTH ROYALTON,VT05068     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 5,000
    VOICES FOR ILLINOIS CHILDREN
    208 S LASALLE ST STE 1580
    CHICAGO,IL60604     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    WBEZ CHICAGO PUBLIC RADIO
    848 E GRAND AVE
    CHICAGO,IL60611     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 9,000
    WOMEN'S BUSINESS DEVELOPMENT CNTR
    8 S MICHIGAN AVE
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    WORLD SECURITY INSTITUTE
    1779 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 17,000
    YMCA OF CHICAGO
    180 N WABASH
    CHICAGO,IL60601     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    YMCA OF EVANSTON
    1000 GROVE ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 12,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    180 N WABASH 3RD FLOOR
    CHICAGO,IL60601     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    YOUTH COMMUNICATION
    600 S MICHIGAN AVE
    CHICAGO,IL60605     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 3,000
    YOUTH GUIDANCE
    122 S MICHIGAN AVE STE 1510
    CHICAGO,IL60603     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 2,000
    YOUTH JOB CENTER OF EVANSTON
    1114 CHURCH ST
    EVANSTON,IL60201     		N/A PUBLIC CHARITY GENERAL, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC 1,000
    Total .................................bullet 3a 722,230
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 1,168  
    4 Dividends and interest from securities....     14 374,872  
    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     18 610,002  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFOUNDATION HOLDINGS, LLC     16 21,892  
    bFOUNDATION HOLDINGS II, LLC     16 65,015  
    cFOREIGN WITHHOLDING TAX RECLAIMS     16 1,868  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,074,817 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,074,817
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 1,800 1,800   0

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Name of Bond End of Year Book Value End of Year Fair Market Value
    75 M AT&T WIRELESS 7.875% DUE 3/11 0 0
    79 M WASTE MGMT 7.65% DUE 3/11 81,765 79,984
    50 M RYDER SYSTEM 5% DUE 3/11 48,994 50,437
    25 M ENTERGY GULF 4.875% DUE 11/11 0 0
    150 M ALLEGHENY TECH 8.375 DUE 12/11 147,938 156,152
    25 M COMP SCIENCES CORP 5.5% DUE 3/13 26,281 26,732
    150 M DELL 4.7% DUE 4/13 0 0
    36 M LOUISIANA LD & EXPL 7.62% DUE 4/13 39,127 39,672
    35 M AUTOZONE 4.375% DUE 6/1/13 34,647 36,541
    70 M XEROX 7.625% DUE 6/15/13 0 0
    125 M PACKAGING CORP 5.75% DUE 8/1/13 117,323 134,049
    50 M MARATHON OIL 6.5% DUE 2/15/14 53,795 56,286
    100 M DELL 5.625% DUE 4/15/14 0 0
    25 M CVS CORP 4.875% DUE 9/14 0 0
    71 M CORNING 6.05% DUE 6/15/15 0 0
    71 M DIAMOND OFFSHORE 4.875% DUE 7/1/15 0 0
    50 M STANFORD 4.25% DUE 5/1/16 0 0
    53 M GTE CORP. 6.84% DUE 4/15/18 56,936 60,082
    71 M VODAFONE 7.75% DUE 2/10 0 0
    50 M RIO TINTO 5.875% DUE 7/15/13 0 0
    75 M POTASH CORP 5.25% DUE 5/15/14 0 0
    100 M SUNCOR ENERGY 6.1% DUE 6/1/18 0 0
    50 M BALL CORP. 6.875% DUE 12/15/12 0 0
    23 M BLYTH INC 5% DUE 11/13 17,515 22,540
    242 M FREEPORT-MCMORAN 8.25% DUE 4/1/15 205,336 255,008
    50 M DIRECT TV 6.375% DUE 6/15/15 47,125 51,688
    70 M FREEPORT-MCMORAN 8.375% DUE 4/1/17 59,500 77,438
    120 M WEYERHAUSER 6.75% DUE 3/12 110,991 126,773
    25 M AMGEN 5.850% DUE 6/17 0 0
    55 M KRAFT FOODS 6.5% DUE 8/17 0 0
    12,140 BLACKROCK STRATEGIC 107,855 154,178
    25 M BARRICK GOLD 6.125% DUE 9/13 0 0
    52 M NEXEN 5.05% DUE 11/13 0 0
    25 M VODAPHONE 5% DUE 9/15 0 0
    25 M MASCO CORP 5.875% DUE 7/12 19,337 26,208
    50 M ANADRAKO PETROLEUM 7.625% DUE 3/14 50,000 56,052
    250 M STARBUCKS 6.25% DUE 8/15/17 0 0
    25 M ALLTEL 7% DUE 3/15/16 0 0
    7 M USA NETWORKS 7% DUE 1/15/13 7,409 6,889
    ACCRUED INTEREST 0 22,792

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3,000 SHS AT&T 82,817 88,140
    3,000 SHS BAKER HUGHES 104,267 171,510
    590 SH. BAXTER INTL 25,121 29,866
    8,100 SHS BOEING CORP 0 0
    3,000 SHS CISCO SYSTEMS 77,931 82,437
    1650 SHS CVS 49,731 57,371
    1,500 SHS DUPONT 0 0
    260 SHS ECOLAB 9,966 13,109
    7,208 SHS IBM CORPORATION 107,417 1,057,846
    5572 SHS FIDELITY NATL FINL 75,004 76,225
    500 SHS LOWES 10,448 12,540
    512 SHS MCDONALDS 35,031 39,301
    1,500 SHS MICROSOFT 93,702 102,820
    2,955 SHS MONSANTO 20,207 17,410
    1,500 SHS PFIZER 76,733 80,108
    1,500 SHS QUALCOMM 51,075 74,235
    1,500 SHS SCHLUMBERGER, LTD 75,548 125,250
    6312 SHS REPUBLIC SERVICES 184,995 188,476
    3,000 SHS TEXAS INSTRUMENTS 80,921 130,650
    555 SHS ROPER IND. 0 0
    499 ADR ARKEMA PUTEAUX 3,070 36,062
    950 SH. ASTELLAS PHARM 34,877 36,252
    20,092 ADR - DUTCH STATE MINES 52,430 287,095
    7673 ADR GLAXO SMITHKLINE 315,050 300,935
    12,855 ADR - UNILEVER (NETHERLANDS) 111,635 403,647
    15996 ADR - WOLTERS KLUWER 155,539 351,928
    34,000 ADR - NESTLE 207,315 1,997,092
    4260 ADR NOVARTIS 240,202 251,127
    4452 ADR ROCHE HOLDINGS 159,778 163,589
    16147 ADR - SANOFI AVENTIS 356,580 330,422
    12,000 ADR - SKF 49,125 342,000
    13,988 ADR - TOTAL SA 144,300 748,078
    ACCRUED INCOME 0 10,640

    TY 2010 InvestmentsOtherSchedule2
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FOUNDATION HOLDINGS LLC FMV 680,851 1,401,915
    FOUNDATION HOLDINGS II, LLC FMV 2,862,878 4,868,652

    TY 2010 LegalFeesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,113 1,113   0


    TY 2010 OtherExpensesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL OFFICE EXPENSES 75,600 68,040   7,560
    MISCELLANEOUS EXPENSE 12,416 11,174   1,242
    NONDEDUCTIBLE EXPENSES 16 0   0
    OTHER DEDUCTIONS FROM FH II, LLC 575 0   575


    TY 2010 OtherIncomeSchedule2
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOUNDATION HOLDINGS, LLC 21,892 21,892 21,892
    FOUNDATION HOLDINGS II, LLC 65,015 65,015 65,015
    FOREIGN WITHHOLDING TAX RECLAIMS 1,868   1,868


    TY 2010 TaxesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAX ON SECURITIES 24,031 24,031   0
    FEDERAL EXCISE TAXES 3,204 0   0