Form990-PF
Click to see attachment

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
WR Berkley Corporation Charitable Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o Foundation Source 501 Silversid   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

36-4516560
B Telephone number (see page 10 of the instructions)

(800) 839-1754
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$282,181J 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) 339,955
2 Check bullet
3 Interest on savings and temporary cash investments 38 38  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 339,993 38  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1      
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 3,485     3,485
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,486 0   3,485
25 Contributions, gifts, grants paid........ 384,150 384,150
26 Total expenses and disbursements. Add lines 24 and 25 387,636 0   387,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -47,643
b Net investment income (if negative, enter -0-) 38
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...............      
2 Savings and temporary cash investments.......... 329,824 282,181 282,181
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)...........      
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) 329,824 282,181 282,181
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
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 329,824 282,181
30 Total net assets or fund balances (see page 17 of the
instructions).................... 329,824 282,181
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 329,824 282,181
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)............... 1 329,824
2 Enter amount from Part I, line 27a...................... 2 -47,643
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 282,181
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 282,181
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 331,919 177,981 001.864913
2008 361,116 294,059 001.228039
2007 619,891 367,730 001.685723
2006 505,250 252,056 002.004515
2005 687,259 193,752 003.547107
2 Total of line 1, column (d) ...................... 2 010.330297
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. . . 		3 002.066059
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 334,383
5 Multiply line 4 by line 3....................... 5 690,855
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 690,855
8 Enter qualifying distributions from Part XII, line 4.............. 8 387,635
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1
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  
3 Add lines 1 and 2............................ 3 1
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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.
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)bullet
    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.Click to see attachment
    10
    Yes
     
    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 addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Yes
     
    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
    William R Berkley President / Director
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    William R Berkley Jr Vice President / Director / Treasurer
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Josephine A Raimondi Vice President / Director / Secretary
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    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  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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...........................bullet  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    339,475
    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
    339,475
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    339,475
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment............................
    4
    5,092
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    334,383
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    16,719
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    16,719
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,718
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    16,718
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    16,718
    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 Click to see attachment..........
    1a
    387,635
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    387,635
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    387,635
    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 16,718
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 677,637
    b From 2006....... 492,785
    c From 2007....... 601,681
    d From 2008....... 346,431
    e From 2009....... 323,021
    fTotal of lines 3a through e......... 2,441,555
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 387,635
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 16,718
    e Remaining amount distributed out of corpus 370,917
    5 Excess distributions carryover applied to 2010.    
    (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 2,812,472
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    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) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		677,637
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		2,134,835
    10 Analysis of line 9:
    a Excess from 2006.... 492,785
    b Excess from 2007.... 601,681
    c Excess from 2008.... 346,431
    d Excess from 2009.... 323,021
    e Excess from 2010.... 370,917
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    2010 NATIONAL GAMES
    1004 FARNAM ST STE 102
    OMAHA,NE68102     		N/A 509(a)(1) General Unrestricted 3,000
    A COMPANY OF GIRLS
    PO BOX 7527
    PORTLAND,ME04112     		N/A 509(a)(1) General Unrestricted 1,000
    AAMGA EDUCATION FOUNDATION
    150 S WARNER RD STE 156
    KING OF PRUSSIA,PA19406     		N/A 509(a)(1) General Unrestricted 5,000
    AMANDA CARES INC
    1000 73RD ST STE 12
    WINDSOR HTS,IA50324     		N/A 509(a)(1) General Unrestricted 1,000
    AMERICAN CANCER SOCIETY INC
    1100 IRELAND WAY STE 300
    BIRMINGHAM,AL35205     		N/A 509(a)(1) Charitable Event 1,000
    AMERICAN DIABETES ASSOCIATION - IOW
    2600 72ND ST STE O
    URBANDALE,IA50322     		N/A 509(a)(1) General Unrestricted 2,500
    AMERICAN ENTERPRISE INSTITUTE FOR P
    POLICY RESEARCH 1150 17TH ST NW
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 5,000
    AMERICAN HEART ASSOCIATION
    4217 PARK PL COURT
    GLEN ALLEN,VA23060     		N/A 509(a)(1) General Unrestricted 400
    AMERICAN HEART ASSOCIATION INC
    ONE UNION ST STE 301
    ROBBINSVILLE,NJ08691     		N/A 509(a)(1) General Unrestricted 100
    BAYPATH ELDER SERVICES INC
    33 BOSTON POST RD W 5TH FL
    MARLBOROUGH,MA01752     		N/A 509(a)(2) General Unrestricted 2,000
    BEACON OF LIFE
    1717 WOODLAND AVE
    DES MOINES,IA50309     		N/A 509(a)(1) General Unrestricted 1,000
    BEST BUDDIES INTERNATIONAL INC
    8450 HICKMAN RD STE 6
    DES MONIES,IA50325     		N/A 509(a)(2) General Unrestricted 1,000
    BIG BROTHERS BIG SISTERS OF CENTRAL
    1010 E MCDOWELL RD STE 400
    PHOENIX,AZ85006     		N/A 509(a)(1) General Unrestricted 3,728
    BOYS AND GIRLS CLUBS OF METROWEST I
    169 PLEASANT ST
    MARLBOROUGH,MA01752     		N/A 509(a)(2) Tutoring Program 2,000
    BRAIN TUMOR FOUNDATION FOR CHILDREN
    6065 ROSWELL RD NE STE 505
    ATLANTA,GA30328     		N/A 509(a)(1) General Unrestricted 500
    BURLINGTON MEALS ON WHEELS
    3 CATHEDRAL SQ
    BURLINGTON,VT05401     		N/A 509(a)(2) General Unrestricted 1,500
    CAMP ALLEN INC
    56 CAMP ALLEN RD
    BEDFORD,NH03110     		N/A 509(a)(2) General Unrestricted 2,000
    CAREER GEAR INC
    120 BROADWAY STE 3640
    NEW YORK,NY10271     		N/A 509(a)(1) General Unrestricted 1,000
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST FL 8
    NEW YORK,NY10022     		N/A 509(a)(1) General Unrestricted 5,000
    CHILDREN AND FAMILIES OF IOWA
    1111 UNIVERSITY AVE
    DES MOINES,IA50314     		N/A 509(a)(1) General Unrestricted 5,500
    CHILDREN AND FAMILY URBAN MINISTRIE
    1548 8TH ST
    DES MOINES,IA50314     		N/A 509(a)(1) Whyld Girls Program 1,000
    CHILDRENS HOME SOCIETY OF SOUTH DAK
    PO BOX 1749
    SIOUX FALLS,SD57101     		N/A 509(a)(1) General Unrestricted 2,500
    CHITTENDEN EMERGENCY-FOOD SHELF
    245 N WINOOSKI AVE
    BURLINGTON,VT05401     		N/A 509(a)(1) General Unrestricted 275
    CITY OF HOPE
    1055 WILSHIRE BLVD 12TH FLR
    LOS ANGELES,CA90017     		N/A 509(a)(1) General Unrestricted 3,000
    CIVIC BUILDERS INC
    304 HUDSON ST 3RD FL
    NEW YORK,NY10013     		N/A 509(a)(1) General Unrestricted 10,000
    CODYS WHEELS OF HOPE
    3109 HIDDEN LN
    ERIE,PA16506     		N/A 509(a)(1) General Unrestricted 500
    COMMITTEE ON TEMPORARY SHELTER
    179 S WINOOSKI AVE
    BURLINGTON,VT05401     		N/A 509(a)(1) General Unrestricted 1,500
    COMMUNITY ANSWERS INC
    101 W PUTNAM AVE
    GREENWICH,CT06830     		N/A 509(a)(1) General Unrestricted 1,500
    COMPUTERS FOR KIDS
    8540 E ELISA ST
    BOISE,ID83709     		N/A 509(a)(1) General Unrestricted 2,000
    CROHN'S COLITIS FOUNDATION OF AME
    8098 N VIA DE NEGOCIO 201
    SCOTTSDALE,AZ85258     		N/A 509(a)(1) General Unrestricted 500
    CROHNS COLITIS FOUNDATION OF AMER
    386 PARK AVE S FL 17
    NEW YORK,NY10016     		N/A 509(a)(1) General Unrestricted 75
    DES MOINES AREA RELIGIOUS COUNCIL
    3816 36TH ST STE 202
    DES MOINES,IA50310     		N/A 509(a)(1) Emergency Food Pantry Program 6,000
    DES MOINES PASTORAL COUNSELING CENT
    2929 WESTOWN PKWY STE 110
    W DES MOINES,IA50266     		N/A 509(a)(1) General Unrestricted 5,000
    DOWNTOWN DAILY BREAD
    310 N 3RD ST
    HARRISBURG,PA17101     		N/A 509(a)(1) General Unrestricted 500
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CR STE A
    LINCOLN,NE68504     		N/A 509(a)(1) General Unrestricted 2,500
    FRIENDSHIP HOME OF LINCOLN
    PO BOX 85358
    LINCOLN,NE68501     		N/A 509(a)(1) General Unrestricted 3,000
    FRIENDSHIP SERVICE CENTER INC
    PO BOX 1896
    NEW BRITAIN,CT06051     		N/A 509(a)(1) General Unrestricted 1,250
    GREENWICH BOYS AND GIRLS CLUB ASSOC
    4 HORSENECK LN
    GREENWICH,CT06830     		N/A 509(a)(2) General Unrestricted 10,000
    GREENWICH EMERGENCY MEDICAL SERVICE
    1111 E PUTNAM AVE
    RIVERSIDE,CT06878     		N/A 509(a)(1) General Unrestricted 2,500
    GUILFORD TECHNICAL COMMUNITY COLLEG
    PO BOX 309
    JAMESTOWN,NC27282     		N/A 509(a)(2) Jeffrey Cole Morton Fire Science Scholarship Fund 200
    HABITAT FOR HUMANITY INTERNATIONAL
    PO BOX 716
    DES MOINES,IA50303     		N/A 509(a)(1) General Unrestricted 500
    HANDS ON HARTFORD INC
    330 MAIN ST
    HARTFORD,CT06106     		N/A 509(a)(1) General Unrestricted 1,775
    HAWTHORN HILL
    3001 GRAND AVE
    DES MOINES,IA50312     		N/A 509(a)(1) Hawthorn Hill New Directions Shelter Program 5,000
    HEARTLAND BIG BROTHERS-BIG SISTERS
    6201 HAVELOCK AVE
    LINCOLN,NE68507     		N/A 509(a)(1) General Unrestricted 2,000
    HEBREW HOME FOR THE AGED
    5901 PALISADE AVE
    RIVERDALE,NY10471     		N/A 509(a)(2) General Unrestricted 1,500
    HEPHZIBAH CHILDRENS ASSOCIATION
    1144 LAKE ST
    OAK PARK,IL60301     		N/A 509(a)(1) General Unrestricted 5,000
    HOPE WORLDWIDE LTD
    353 W LANCASTER AVE STE 200
    WAYNE,PA19087     		N/A 509(a)(1) Framingham Food Pantry Division 275
    HOSPICE PALLIATIVE CARE OF GREENS
    2500 SUMMIT AVE
    GREENSBORO,NC27405     		N/A 509(a)(2) General Unrestricted 500
    HOUSE OF MERCY
    1111 6TH AVE
    DES MOINES,IA50314     		N/A 509(a)(1) General Unrestricted 2,000
    IDAHO FOODBANK WAREHOUSE
    PO BOX 5601
    BOISE,ID83705     		N/A 509(a)(1) General Unrestricted 5,000
    INSURANCE LIBRARY ASSOCIATION OF BO
    156 STATE ST FL 2
    BOSTON,MA02109     		N/A 509(a)(1) General Unrestricted 3,500
    IOWA COLLEGE FOUNDATION
    505 5TH AVE STE 1034
    DES MOINES,IA50309     		N/A 509(a)(2) General Unrestricted 4,000
    JA WORLDWIDE
    200 CONNECTICUT AVE
    NORWALK,CT06854     		N/A 509(a)(1) General Unrestricted 2,000
    JORDYN COOK EPILEPSY FUND INC
    475 SCHOOL ST STE 5
    MARSHFIELD,MA02050     		N/A 509(a)(1) General Unrestricted 250
    JUNIOR ACHIEVEMENT OF CENTRAL IOWA
    6100 GRAND AVE
    DES MOINES,IA50312     		N/A 509(a)(1) General Unrestricted 1,500
    JUNIOR LEAGUE OF GREENWICH CONN INC
    231 E PUTNAM AVE
    GREENWICH,CT06830     		N/A 509(a)(1) General Unrestricted 1,500
    JUVENILE DIABETES RESEARCH FOUNDATI
    26 BROADWAY 14TH FL
    NEW YORK,NY10004     		N/A 509(a)(1) Northern New Jersey Rockland County Chapter 10,000
    KIDS CHANCE INC
    PO BOX 470426
    CHARLOTTE,NC28247     		N/A 509(a)(1) General Unrestricted 5,900
    KIDS CHANCE INC OF PENNSYLVANIA
    PO BOX 543
    POTTSTOWN,PA19464     		N/A 509(a)(1) General Unrestricted 1,000
    KIDS CHANCE OF GEORGIA INC
    2024 POWERS FERRY RD SE STE 225
    ATLANTA,GA30339     		N/A 509(a)(1) General Unrestricted 1,193
    KIDS CHANCE OF MARYLAND INC
    PO BOX 20262
    BALTIMORE,MD21284     		N/A 509(a)(2) General Unrestricted 2,184
    KIDS CHANCE OF SOUTH CAROLINA INC
    PO BOX 11155
    COLUMBIA,SC29211     		N/A 509(a)(1) General Unrestricted 902
    KINGS RANCH INC
    PO BOX 162
    CHELSEA,AL35043     		N/A 509(a)(1) General Unrestricted 2,500
    LAMBS BASKET
    PO BOX 3064
    RICHMOND,VA23228     		N/A 509(a)(1) General Unrestricted 500
    LEUKEMIA LYMPHOMA SOCIETY INC
    8033 UNIVERSITY BLVD
    DES MOINES,IA50325     		N/A 509(a)(1) General Unrestricted 1,500
    LIVING HISTORY FARMS FOUNDATION
    2600 111TH ST
    URBANDALE,IA50322     		N/A 509(a)(1) General Unrestricted 1,000
    LOAVES FISHES INC
    PO BOX 11234
    CHARLOTTE,NC28220     		N/A 509(a)(1) General Unrestricted 500
    LOWER EASTSIDE SERVICE CENTER INC
    80 MAIDEN LN 2ND FL
    NEW YORK,NY10038     		N/A 509(a)(1) General Unrestricted 250
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A 509(a)(1) General Unrestricted 1,000
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A 509(a)(1) Luverne Back Pack Program 1,000
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A 509(a)(1) Math Olympiads Program 1,000
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A 509(a)(1) Rock County Emergency Food Shelf Program 2,500
    MAKE-A-WISH FOUNDATION OF IOWA INC
    3024 104TH ST
    URBANDALE,IA50322     		N/A 509(a)(1) Charitable Event 3,750
    MANHATTAN INSTITUTE FOR POLICY RESE
    52 VANDERBILT AVE
    NEW YORK,NY10017     		N/A 509(a)(1) General Unrestricted 10,000
    MARLBOROUGH COMMUNITY SERVICES INC
    255 MAIN ST RM 115
    MARLBOROUGH,MA01752     		N/A 509(a)(1) General Unrestricted 2,000
    MEDINA CHILDRENS HOME
    21300 STATE HWY 16 N
    MEDINA,TX78055     		N/A 509(a)(1) Arms of Hope Program 75
    MERIDIAN COMMUNITY COLLEGE FDN
    910 HWY 19 N
    MERIDIAN,MS39307     		N/A 509(a)(1) General Unrestricted 1,000
    MERIDIAN JUNIOR AUXILIARY INC
    PO BOX 3194
    MERIDIAN,MS39303     		N/A 509(a)(1) General Unrestricted 250
    MOURNING HOPE
    7142 S 45TH ST
    LINCOLN,NE68516     		N/A 509(a)(1) General Unrestricted 2,000
    MS CYCLING INC
    4705 OUTLOOK WAY NE
    MARIETTA,GA30066     		N/A 509(a)(1) General Unrestricted 1,615
    NATIONAL CENTER FOR LEARNING DISABI
    381 PARK AVE S
    NEW YORK,NY10016     		N/A 509(a)(1) General Unrestricted 5,000
    NEBRASKA CHILDRENS HOME SOCIETY INC
    4939 S 118TH ST
    OMAHA,NE68137     		N/A 509(a)(1) General Unrestricted 2,500
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE68501     		N/A 509(a)(1) General Unrestricted 2,000
    NEW FOUNDATION INC
    1200 N 77TH ST
    SCOTTSDALE,AZ85257     		N/A 509(a)(1) General Unrestricted 250
    NEW HAMPSHIRE CATHOLIC CHARITIES IN
    215 MYRTLE ST
    MANCHESTER,NH03104     		N/A 509(a)(1) Food Bank Operation Front Line Program 2,000
    NEW HAMPSHIRE CATHOLIC CHARITIES IN
    215 MYRTLE ST
    MANCHESTER,NH03104     		N/A 509(a)(1) Food Bank Recipe for Success Culinary Job Training Program 2,000
    NEW HORIZONS FOR NEW HAMPSHIRE INC
    199 MANCHESTER ST
    MANCHESTER,NH03103     		N/A 509(a)(1) General Unrestricted 2,000
    NEW ORLEANS POLICE FOUNDATION INC
    400 POYDRAS ST STE 2105
    NEW ORLEANS,LA70130     		N/A 509(a)(1) General Unrestricted 1,000
    NEW YORK UNIVERSITY
    726 BROADWAY - 2ND FL - RM 238
    NEW YORK,NY10003     		N/A 509(a)(1) Berkley Center for Entrepreneurial Studies Division 50,000
    PAN MASSACHUSETTS CHALLENGE TRUST
    77 4TH AVE
    NEEDHAM,MA02494     		N/A 509(a)(1) General Unrestricted 500
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH ST NW
    WASHINGTON,DC20006     		N/A 509(a)(1) Iowa Chapter 1,500
    PENOBSCOT THEATRE COMPANY
    115 MAIN ST STE 4
    BANGOR,ME04401     		N/A 509(a)(2) General Unrestricted 4,500
    PHOENIX RESCUE MISSION
    1801 S 35TH AVE
    PHOENIX,AZ85009     		N/A 509(a)(1) General Unrestricted 5,000
    PORTLAND MAINE SYMPHONY ORCHESTRA
    PO BOX 3573
    PORTLAND,ME04104     		N/A 509(a)(1) Kinder Konzert Program 5,000
    PREBLE STREET
    18 PORTLAND ST
    PORTLAND,ME04101     		N/A 509(a)(1) General Unrestricted 5,000
    RESCUE MISSION ALLIANCE OF SYRACUSE
    155 GIFFORD ST
    SYRACUSE,NY13202     		N/A 509(a)(1) General Unrestricted 275
    RONALD MCDONALD HOUSE OF PORTLAND M
    250 BRACKETT ST
    PORTLAND,ME04102     		N/A 509(a)(1) General Unrestricted 275
    SALVATION ARMY
    2445 PRIOR AVE N
    ROSEVILLE,MN55113     		N/A 509(a)(1) Rock County Service Extension Unit Division 2,500
    SCIENCE CENTER OF IOWA
    401 M L KING PKWY
    DES MOINES,IA50309     		N/A 509(a)(1) General Unrestricted 2,500
    SHAW HOUSE
    136 UNION ST
    BANGOR,ME04401     		N/A 509(a)(1) General Unrestricted 5,000
    SID JACOBSON JEWISH COMMUNITY CENTE
    300 FOREST DR
    GREENVALE,NY11548     		N/A 509(a)(2) General Unrestricted 1,000
    SOUTH DAKOTA ACHIEVE
    4100 S WESTERN AVE
    SIOUX FALLS,SD57105     		N/A 509(a)(1) General Unrestricted 2,500
    ST JOHNS UNIVERSITY - SCHOOL OF RIS
    101 MURRAY ST
    NEW YORK,NY10007     		N/A 509(a)(1) General Unrestricted 25,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    262 DANNY THOMAS PL MSC 512
    MEMPHIS,TN38105     		N/A 509(a)(1) General Unrestricted 1,000
    ST MARYS FOOD BANK ALLIANCE
    2831 N 31ST AVE
    PHOENIX,AZ85009     		N/A 509(a)(1) General Unrestricted 7,153
    ST ANTHONY'S HIGH SCHOOL
    275 WOLF HILL RD
    SOUTH HUNTINGTON,NY11747     		N/A 509(a)(1) General Unrestricted 500
    ST MARY'S ANTIOCHIAN ORTHODOX CHUR
    8005 RIDGE BLVD
    BROOKLYN,NY11209     		N/A 509(a)(1) General Unrestricted 300
    SUPPORTING ADOPTION FOSTER FAMILI
    608 VETERANS MEMORIAL BLVD
    CUMMING,GA30040     		N/A 509(a)(1) General Unrestricted 500
    SUSAN G KOMEN BREAST CANCER FOUNDAT
    5008 BRITTONFIELD PKWY
    EAST SYRACUSE,NY13057     		N/A 509(a)(1) General Unrestricted 4,000
    THE BANQUET
    900 E 8TH ST
    SIOUX FALLS,SD57103     		N/A 509(a)(1) General Unrestricted 2,500
    THE BRIDGE-A VISION FOR SHARED DOWN
    600 6TH AVE
    DES MOINES,IA50309     		N/A 509(a)(1) Connection Cafe Program 2,500
    THE DAILY PLANET INC
    517 W GRACE ST
    RICHMOND,VA23220     		N/A 509(a)(1) General Unrestricted 500
    TREASURE VALLEY FAMILY YMCA
    1177 W STATE ST
    BOISE,ID83702     		N/A 509(a)(1) General Unrestricted 3,000
    TREASURES 4 TEACHERS INC
    1230 W SOUTHERN AVE
    TEMPE,AZ85282     		N/A 509(a)(2) General Unrestricted 2,500
    UNITED CARE USA
    6216 COCO DR
    ALEXANDRIA,LA71303     		N/A 509(a)(1) Greater Dallas/Fort Worth Chapter 500
    UNITED WAY INC
    1 CANAL PLZ STE 300
    PORTLAND,ME04101     		N/A 509(a)(1) Westbrook Childrens Cabinet/Communities Program 15,000
    UNIVERSITY OF NORTH TEXAS
    DIVISION OF ADVANCEMENT 1155 UNION
    DENTON,TX76203     		N/A 509(a)(1) Risk Management Insurance Club 500
    UNIVERSITY OF SOUTHERN MAINE FOUNDA
    96 FALMOUTH ST
    PORTLAND,ME04103     		N/A 509(a)(1) Risk Management and Insurance Program 5,000
    VALENTINE MUSEUM
    1015 E CLAY ST
    RICHMOND,VA23219     		N/A 509(a)(1) General Unrestricted 1,000
    VARIETY THE CHILDRENS CHARITY OF IO
    505 5TH AVE
    DES MOINES,IA50309     		N/A 509(a)(2) General Unrestricted 5,200
    VERMONT CAMPAIGN TO END CHILDHOOD H
    38 EASTWOOD DR
    SOUTH BURLINGTON,VT05403     		N/A 509(a)(1) General Unrestricted 1,500
    VETERANS INC
    69 GROVE ST
    WORCESTER,MA01605     		N/A 509(a)(1) Employment Training Program 2,000
    VISITING NURSE SERVICES OF IOWA
    1111 9TH ST STE 320
    DES MOINES,IA50314     		N/A 509(a)(1) General Unrestricted 2,500
    WASHINGTON LEGAL FOUNDATION
    2009 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 10,000
    WOMENS CENTER OF GREATER DANBURY CO
    2 W ST
    DANBURY,CT06810     		N/A 509(a)(2) General Unrestricted 1,250
    Total .................................bullet 3a 384,150
    bApproved for future payment
    Total ..................................bullet 3b  
    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 38  
    4 Dividends and interest from securities....          
    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          
    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)..   38  
    13Total. Add line 12, columns (b), (d), and (e)...................
    1338
    (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: 10000149
    Software Version: 2010.2.15


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    WR Berkley Corporation Charitable Foundation
     
    Employer identification number

    36-4516560
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    WR Berkley Corporation Charitable Foundation
          		Employer identification number

    36-4516560
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    0001
     
     

    Acadia Insurance Company    
    co Chief Financial Officer One Acad
       
    Westbrook, ME   04098

    		$146,150




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    0002
     
     

    Continental Western Group LLC    
    co Chief Financial Officer PO Box 1
       
    Des Moines, IA   50306

    		$151,499




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    0003
     
     

    Nautilus Insurance Group LLC    
    co President 7233 E Butherus Drive
       
    Scottsdale, AZ   85260

    		$26,056




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    0004
     
     

    Union Standard Insurance Company    
    co Chief Financial Officer 122 West
       
    Irving, TX   75039

    		$10,000




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    WR Berkley Corporation Charitable Foundation
          		Employer identification number

    36-4516560
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    WR Berkley Corporation Charitable Foundation
          		Employer identification number

    36-4516560
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID: 10000149
    Software Version: 2010.2.15

    TY 2010 GeneralExplanationAttachment
    Name:
    WR Berkley Corporation Charitable Foundation
    EIN: 36-4516560
    Software ID:10000149
    Software Version:2010.2.15
    Identifier Return Reference Explanation

    TY 2010 LiquidationExplanationStmt
    Name:
    WR Berkley Corporation Charitable Foundation
    EIN: 36-4516560
    Software ID:10000149
    Software Version:2010.2.15
    Statement:
    This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2010, W.R. Berkley Corporation Charitable Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 384,150. This amount represents over 25 of the Foundations net assets of 329,824 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2010. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein.


    TY 2010 OtherExpensesSchedule
    Name:
    WR Berkley Corporation Charitable Foundation
    EIN: 36-4516560
    Software ID:10000149
    Software Version:2010.2.15
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 3,460     3,460
    State or local filing fees 25     25


    TY 2010 SubstantialContributorsSch
    Name:
    WR Berkley Corporation Charitable Foundation
    EIN: 36-4516560
    Software ID:10000149
    Software Version:2010.2.15
    Name Address
    Continental Western Group LLC c/o Chief Financial Officer PO Box
    Des Moines,IA50306


    TY 2010 TaxesSchedule
    Name:
    WR Berkley Corporation Charitable Foundation
    EIN: 36-4516560
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax for 2009 1 0 0 0