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
GARY SISTERS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)107 W MICHIGAN PENTHOUSE   Room/suite
City or town, state, and ZIP code
KALAMAZOO, MI49007
A Employer identification number

38-3109660
B Telephone number (see page 10 of the instructions)

(269) 344-6143
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$1,061,192
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities...... 10,483 10,483  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 123,007
b Gross sales price for all assets on line 6a 1,308,592
7 Capital gain net income (from Part IV, line 2)... 123,007
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)....... 4,612 0  
12 Total. Add lines 1 through 11........ 138,111 133,499  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,150 1,075   1,075
c Other professional fees (attach schedule).... 7,568 7,568   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,718 8,643   1,075
25 Contributions, gifts, grants paid........ 41,000 41,000
26 Total expenses and disbursements. Add lines 24 and 25 50,718 8,643   42,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 87,393
b Net investment income (if negative, enter -0-) 124,856
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.......... 94,113 95,321 95,321
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)........ 721,390 Click to see attachment823,947 965,871
c Investments—corporate bonds (attach schedule)........ 16,372    
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) 831,875 919,268 1,061,192
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......... 1,209,459 1,209,459
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -377,584 -290,191
30 Total net assets or fund balances (see page 17 of the
instructions).................... 831,875 919,268
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 831,875 919,268
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)............... 1 831,875
2 Enter amount from Part I, line 27a...................... 2 87,393
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 919,268
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.. 6 919,268
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 CAVIUM NETWORKS INC 40 SHS P 2009-05-19 2010-01-08
b CAVIUM NETWORKS INC 100 SHS P 2009-05-18 2010-01-08
c CAVIUM NETWORKS INC 100 SHS P 2009-05-18 2010-01-08
d CAVIUM NETWORKS INC 100 SHS P 2009-05-15 2010-01-08
e CAVIUM NETWORKS INC 20 SHS P 2009-05-15 2010-01-08
CAVIUM NETWORKS INC 80 SHS P 2009-05-15 2010-01-08
GOOGLE INC-CL A 3 SHS P 2008-05-09 2010-01-08
GOOGLE INC-CL A 5 SHS P 2008-03-12 2010-01-08
FTI CONSULTING INC 25 SHS P 2009-11-16 2010-01-22
FTI CONSULTING INC 120 SHS P 2009-11-06 2010-01-22
FTI CONSULTING INC 210 SHS P 2009-10-28 2010-01-22
ACTIVISION BLIZZARD INC 1195 SHS P 2007-06-29 2010-01-25
GILEAD SCIENCES INC 250 SHS P 2008-10-14 2010-01-25
GILEAD SCIENCES INC 295 SHS P 2007-06-28 2010-01-25
GILEAD SCIENCES INC 50 SHS P 2009-06-19 2010-01-25
GILEAD SCIENCES INC 180 SHS P 2009-06-15 2010-01-25
NUVASIVE INC 120 SHS P 2009-04-02 2010-01-25
NUVASIVE INC 200 SHS P 2009-04-01 2010-01-25
PEPSICO INC 520 SHS P 2009-07-07 2010-01-25
PEPSICO INC 130 SHS P 2009-07-08 2010-01-25
DEVRY INC 280 SHS P 2008-08-29 2010-02-05
VISTAPRINT NV 25 SHS P 2008-06-24 2010-02-19
VISTAPRINT NV 12 SHS P 2008-06-24 2010-02-22
VISTAPRINT NV 1 SHS P 2008-06-24 2010-02-26
VISTAPRINT NV 22 SHS P 2008-06-24 2010-03-01
QUALCOMM INC 195 SHS P 2007-06-29 2010-03-03
QUALCOMM INC 150 SHS P 2007-07-05 2010-03-03
QUALCOMM INC 180 SHS P 2009-12-04 2010-03-03
KNIGHT TRANSPORTATION INC 930 SHS P 2008-07-03 2010-03-09
GENPACT LTD 81 SHS P 2010-01-06 2010-03-15
AFFILIATED MANAGERS GROUP 85 SHS P 2008-09-18 2010-03-17
GENPACT LTD 20 SHS P 2010-01-06 2010-03-17
GENPACT LTD 1 SHS P 2010-01-06 2010-03-19
GENPACT LTD 6 SHS P 2010-01-07 2010-03-19
AFFILIATED MANAGERS GROUP 145 SHS P 2008-09-18 2010-03-22
AFFILIATED MANAGERS GROUP 30 SHS P 2009-05-15 2010-03-22
AFFILIATED MANAGERS GROUP 25 SHS P 2009-11-06 2010-03-22
AFFILIATED MANAGERS GROUP 50 SHS P 2009-11-03 2010-03-22
GENPACT LTD 23 SHS P 2010-01-07 2010-03-22
VCA ANTECH INC 28 SHS P 2010-01-15 2010-03-22
VCA ANTECH INC 60 SHS P 2010-01-12 2010-03-22
VCA ANTECH INC 33 SHS P 2010-01-13 2010-03-22
VCA ANTECH INC 17 SHS P 2010-01-12 2010-03-22
VCA ANTECH INC 110 SHS P 2010-01-15 2010-03-22
VCA ANTECH INC 17 SHS P 2010-01-07 2010-03-22
VCA ANTECH INC 72 SHS P 2010-01-06 2010-03-22
VCA ANTECH INC 158 SHS P 2010-01-06 2010-03-22
VCA ANTECH INC 107 SHS P 2010-01-05 2010-03-22
VCA ANTECH INC 3 SHS P 2010-01-05 2010-03-22
ALLERGAN INC 75 SHS P 2008-08-12 2010-03-23
DEVRY INC 190 SHS P 2010-03-09 2010-03-23
GENPACT LTD 12 SHS P 2010-01-07 2010-03-23
HEWLETT-PACKARD CO 130 SHS P 2009-03-18 2010-03-23
MCAFEE INC 290 SHS P 2009-12-04 2010-03-23
GENPACT LTD 11 SHS P 2010-01-07 2010-03-24
GENPACT LTD 36 SHS P 2010-01-07 2010-03-25
ALLERGAN INC 90 SHS P 2008-08-12 2010-03-26
GENPACT LTD 8 SHS P 2010-01-07 2010-03-26
GENPACT LTD 51 SHS P 2010-01-05 2010-03-26
GENPACT LTD 6 SHS P 2010-01-05 2010-03-29
GENPACT LTD 35 SHS P 2009-11-10 2010-03-29
GENPACT LTD 235 SHS P 2009-11-10 2010-04-01
GENPACT LTD 103 SHS P 2010-02-05 2010-04-01
GENPACT LTD 100 SHS P 2009-11-16 2010-04-01
GENPACT LTD 95 SHS P 2009-11-18 2010-04-01
GENPACT LTD 100 SHS P 2009-11-17 2010-04-01
GENPACT LTD 100 SHS P 2009-11-13 2010-04-01
GENPACT LTD 130 SHS P 2009-11-10 2010-04-01
IDEXX LABORATORIES INC 295 SHS P 2010-01-29 2010-05-05
ECOLAB INC 40 SHS P 2010-03-30 2010-05-10
ECOLAB INC 100 SHS P 2010-03-29 2010-05-10
ECOLAB INC 35 SHS P 2010-03-23 2010-05-10
ECOLAB INC 75 SHS P 2009-02-19 2010-05-10
MCDONALD'S CORP 700 SHS P 2010-01-25 2010-05-13
BAXTER INTERNATIONAL INC 145 SHS P 2010-03-23 2010-05-18
BAXTER INTERNATIONAL INC 130 SHS P 2010-01-25 2010-05-18
ABB LTD-SPON ADR 135 SHS P 2010-03-23 2010-05-20
ABB LTD-SPON ADR 165 SHS P 2010-04-26 2010-05-20
ABB LTD-SPON ADR 385 SHS P 2009-09-16 2010-05-20
ABB LTD-SPON ADR 400 SHS P 2009-09-15 2010-05-20
ATHENAHEALTH INC 33 SHS P 2010-04-01 2010-05-20
ATHENAHEALTH INC 78 SHS P 2010-04-01 2010-05-20
ATHENAHEALTH INC 64 SHS P 2010-04-01 2010-05-21
ATHENAHEALTH INC 34 SHS P 2010-04-01 2010-05-24
ATHENAHEALTH INC 54 SHS P 2010-04-01 2010-05-25
ATHENAHEALTH INC 27 SHS P 2010-04-01 2010-05-26
ATHENAHEALTH INC 29 SHS P 2010-04-30 2010-05-26
BAXTER INTERNATIONAL INC 70 SHS P 2010-01-25 2010-05-26
BAXTER INTERNATIONAL INC 355 SHS P 2009-07-31 2010-05-26
BAXTER INTERNATIONAL INC 90 SHS P 2009-11-27 2010-05-26
ATHENAHEALTH INC 27 SHS P 2010-04-30 2010-05-27
ATHENAHEALTH INC 41 SHS P 2010-04-30 2010-05-28
ATHENAHEALTH INC 13 SHS P 2010-04-30 2010-06-01
IHS INC-CLASS A 165 SHS P 2007-08-03 2010-06-21
ECOLAB INC 355 SHS P 2008-11-13 2010-06-24
ECOLAB INC 25 SHS P 2009-02-19 2010-06-24
ECOLAB INC 100 SHS P 2009-02-20 2010-06-24
FREEPORT-MCMORAN COPPER 87 SHS P 2009-09-23 2010-07-01
JOHN HANCOCK GLB FIXED COUPON 7.900000 MATURITY 07/02/2010 15000 SHS P 2007-04-30 2010-07-02
FREEPORT-MCMORAN COPPER 23 SHS P 2009-09-23 2010-07-02
FREEPORT-MCMORAN COPPER 25 SHS P 2009-10-02 2010-07-02
K12 INC 260 SHS P 2010-03-09 2010-07-07
QUALCOMM INC 150 SHS P 2007-07-05 2010-07-07
QUALCOMM INC 174 SHS P 2008-01-25 2010-07-07
QUALCOMM INC 150 SHS P 2008-01-29 2010-07-07
GREENHILL & CO INC 85 SHS P 2010-03-22 2010-07-28
GREENHILL & CO INC 117 SHS P 2010-03-05 2010-07-28
GREENHILL & CO INC 143 SHS P 2010-03-04 2010-07-28
IHS INC-CLASS A 200 SHS P 2007-08-03 2010-07-28
IHS INC-CLASS A 10 SHS P 2010-05-13 2010-07-28
K12 INC 230 SHS P 2010-03-09 2010-07-28
K12 INC 15 SHS P 2009-01-09 2010-07-28
IHS INC-CLASS A 85 SHS P 2010-05-13 2010-07-29
IHS INC-CLASS A 26 SHS P 2010-05-06 2010-07-29
IHS INC-CLASS A 255 SHS P 2010-05-10 2010-07-29
IHS INC-CLASS A 4 SHS P 2010-05-05 2010-07-29
K12 INC 255 SHS P 2009-01-09 2010-07-29
K12 INC 105 SHS P 2009-01-12 2010-07-29
K12 INC 250 SHS P 2009-03-18 2010-07-29
VISTAPRINT NV 15 SHS P 2008-06-24 2010-08-04
VISTAPRINT NV 85 SHS P 2009-03-04 2010-08-04
VISTAPRINT NV 100 SHS P 2009-03-04 2010-08-04
ALLERGAN INC 145 SHS P 2008-08-12 2010-08-05
ALLERGAN INC 200 SHS P 2009-06-19 2010-08-05
HEWLETT-PACKARD CO 240 SHS P 2009-04-02 2010-08-05
HEWLETT-PACKARD CO 910 SHS P 2009-03-18 2010-08-05
VISTAPRINT NV 15 SHS P 2009-03-04 2010-08-05
VISTAPRINT NV 80 SHS P 2009-03-05 2010-08-05
VISTAPRINT NV 5 SHS P 2009-03-05 2010-08-05
VISTAPRINT NV 95 SHS P 2009-03-05 2010-08-05
DEVRY INC 20 SHS P 2008-08-29 2010-08-06
DEVRY INC 10 SHS P 2010-03-09 2010-08-06
DEVRY INC 80 SHS P 2009-12-04 2010-08-06
DEVRY INC 185 SHS P 2009-04-14 2010-08-06
SCHWAB (CHARLES) CORP 310 SHS P 2010-03-09 2010-08-13
MCAFEE INC 830 SHS P 2010-08-06 2010-08-19
MONSANTO CO 205 SHS P 2010-03-23 2010-09-21
FLOWSERVE CORP 15 SHS P 2010-01-11 2010-09-29
FLOWSERVE CORP 100 SHS P 2010-01-08 2010-09-29
FLOWSERVE CORP 80 SHS P 2010-05-27 2010-09-29
FLOWSERVE CORP 45 SHS P 2010-01-27 2010-09-29
ILLUMINA INC 99 SHS P 2010-05-28 2010-09-29
ILLUMINA INC 100 SHS P 2010-05-27 2010-09-29
ILLUMINA INC 261 SHS P 2010-05-26 2010-09-29
GOOGLE INC-CL A 5 SHS P 2010-03-23 2010-10-05
GOOGLE INC-CL A 4 SHS P 2010-04-26 2010-10-05
IDEXX LABORATORIES INC 390 SHS P 2010-08-05 2010-10-05
NXSTAGE MEDICAL INC 85 SHS P 2010-07-07 2010-10-05
GREEN MOUNTAIN COFFEE ROASTERS INC 600 SHS P 2010-05-13 2010-10-08
GREEN MOUNTAIN COFFEE ROASTERS INC 315 SHS P 2010-05-27 2010-10-08
BED BATH & BEYOND INC 540 SHS P 2010-06-24 2010-10-20
GOOGLE INC-CL A 29 SHS P 2008-03-12 2010-10-20
GOOGLE INC-CL A 11 SHS P 2010-04-26 2010-10-20
CAMERON INTERNATIONAL CORP 55 SHS P 2010-04-30 2010-10-22
CAMERON INTERNATIONAL CORP 160 SHS P 2010-01-22 2010-10-22
CAMERON INTERNATIONAL CORP 380 SHS P 2009-12-18 2010-10-22
CAMERON INTERNATIONAL CORP 35 SHS P 2010-06-21 2010-10-22
GOOGLE INC-CL A 26 SHS P 2008-03-12 2010-10-22
GOOGLE INC-CL A 13 SHS P 2008-09-25 2010-10-22
GOOGLE INC-CL A 5 SHS P 2010-06-21 2010-10-22
TRANSDIGM GROUP INC 20 SHS P 2009-06-24 2010-10-22
TRANSDIGM GROUP INC 100 SHS P 2009-06-22 2010-10-22
TRANSDIGM GROUP INC 100 SHS P 2009-06-23 2010-10-22
TRANSDIGM GROUP INC 100 SHS P 2009-11-19 2010-10-22
NUVASIVE INC 138 SHS P 2010-09-29 2010-11-01
NUVASIVE INC 375 SHS P 2010-09-29 2010-11-02
NUVASIVE INC 77 SHS P 2010-09-29 2010-11-03
WILLIAM BLAIR INTL GROWTH-I 91.161 SHS P 2007-12-20 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 3.61 SHS P 2007-12-20 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 655.829 SHS P 2007-12-20 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 151.186 SHS P 2005-12-02 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 30.243 SHS P 2005-12-15 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 280.171 SHS P 2005-12-15 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 750 SHS P 2005-08-29 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 7.234 SHS P 2004-12-16 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 8.13 SHS P 2003-12-16 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 3094.059 SHS P 2002-04-16 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 288.07 SHS P 2008-12-18 2010-11-05
WILLIAM BLAIR INTL GROWTH-I 45.952 SHS P 2009-12-17 2010-11-05
DEVRY INC 215 SHS P 2009-04-14 2010-11-05
DEVRY INC 130 SHS P 2009-04-15 2010-11-05
ALLEGIANT TRAVEL CO 395 SHS P 2010-05-05 2010-11-29
ALLEGIANT TRAVEL CO 80 SHS P 2010-06-21 2010-11-29
ALLEGIANT TRAVEL CO 50 SHS P 2010-09-22 2010-11-29
CAREFUSION CORP 210 SHS P 2010-09-21 2010-12-02
CAREFUSION CORP 5 SHS P 2010-08-12 2010-12-02
CAREFUSION CORP 223 SHS P 2010-08-12 2010-12-02
SOUTHWESTERN ENERGY CO 435 SHS P 2010-05-13 2010-12-02
CAREFUSION CORP 480 SHS P 2010-08-12 2010-12-03
CAREFUSION CORP 257 SHS P 2010-08-12 2010-12-06
DICK'S SPORTING GOODS INC 80 SHS P 2010-09-22 2010-12-14
DICK'S SPORTING GOODS INC 805 SHS P 2010-05-25 2010-12-14
SOLERA HOLDINGS INC 560 SHS P 2010-10-20 2010-12-15
GILEAD SCIENCES INC 650 SHS P 2010-10-20 2010-12-17
URBAN OUTFITTERS INC 625 SHS P 2010-10-22 2010-12-17
PROCEEDS FROM SECURITIES LITIGATION P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 976   588 388
b 2,439   1,371 1,068
c 2,439   1,369 1,070
d 2,439   1,351 1,088
e 488   270 218
1,950   1,079 871
1,797   1,719 78
2,995   2,221 774
1,034   1,190 -156
4,965   5,468 -503
8,689   8,629 60
12,117   11,335 782
11,490   10,478 1,012
13,558   11,729 1,829
2,298   2,348 -50
8,272   8,033 239
3,727   3,867 -140
6,211   6,213 -2
31,329   29,186 2,143
7,832   7,222 610
17,419   14,472 2,947
1,473   657 816
705   315 390
58   26 32
1,294   578 716
7,541   8,498 -957
5,801   6,533 -732
6,961   8,136 -1,175
19,313   16,703 2,610
1,290   1,236 54
6,733   6,783 -50
310   305 5
15   15 0
93   91 2
11,464   11,571 -107
2,372   1,636 736
1,977   1,646 331
3,953   3,155 798
356   348 8
760   740 20
1,630   1,586 44
896   872 24
462   449 13
2,987   2,885 102
462   446 16
1,955   1,876 79
4,291   4,115 176
2,906   2,761 145
82   77 5
4,806   4,293 513
12,753   12,573 180
186   182 4
6,870   3,782 3,088
11,926   11,373 553
170   167 3
558   545 13
5,774   5,152 622
125   121 4
796   768 28
97   90 7
566   490 76
3,986   3,291 695
1,747   1,442 305
1,696   1,381 315
1,611   1,309 302
1,696   1,373 323
1,696   1,368 328
2,210   1,820 390
19,328   16,316 3,012
1,975   1,759 216
4,939   4,367 572
1,729   1,516 213
3,704   2,513 1,191
49,337   44,357 4,980
6,291   8,638 -2,347
5,640   7,711 -2,071
2,193   2,939 -746
2,681   3,463 -782
6,255   8,053 -1,798
6,498   8,260 -1,762
844   1,221 -377
2,001   2,887 -886
1,615   2,368 -753
875   1,258 -383
1,356   1,998 -642
707   999 -292
759   855 -96
2,939   4,152 -1,213
14,907   20,095 -5,188
3,779   4,952 -1,173
701   796 -95
1,019   1,209 -190
312   383 -71
9,816   7,672 2,144
16,393   11,332 5,061
1,154   838 316
4,618   3,307 1,311
5,064   6,295 -1,231
15,000   16,372 -1,372
1,357   1,664 -307
1,475   1,643 -168
5,561   5,864 -303
4,903   6,533 -1,630
5,688   7,023 -1,335
4,903   6,047 -1,144
5,845   7,198 -1,353
8,045   9,000 -955
9,833   10,836 -1,003
12,505   9,299 3,206
625   536 89
5,822   5,188 634
380   250 130
5,337   4,553 784
1,633   1,352 281
16,011   13,216 2,795
251   204 47
6,458   4,245 2,213
2,659   1,730 929
6,331   3,244 3,087
500   394 106
2,831   1,955 876
3,345   2,300 1,045
9,193   8,301 892
12,681   9,303 3,378
11,159   8,093 3,066
42,313   26,474 15,839
498   345 153
2,656   1,811 845
166   113 53
3,151   2,142 1,009
963   1,034 -71
482   662 -180
3,852   4,194 -342
8,909   7,860 1,049
4,550   5,915 -1,365
39,070   26,843 12,227
11,183   14,842 -3,659
1,643   1,621 22
10,953   10,664 289
8,762   7,738 1,024
4,929   4,282 647
4,963   4,178 785
5,013   4,183 830
13,084   10,648 2,436
2,639   2,742 -103
2,111   2,176 -65
24,303   23,385 918
1,661   1,198 463
15,997   15,553 444
8,399   7,660 739
23,445   21,542 1,903
17,861   12,884 4,977
6,775   5,984 791
2,350   2,198 152
6,837   6,382 455
16,239   15,125 1,114
1,496   1,324 172
15,898   11,551 4,347
7,949   5,743 2,206
3,057   2,464 593
1,294   741 553
6,470   3,651 2,819
6,470   3,614 2,856
6,470   4,127 2,343
3,548   4,851 -1,303
9,306   13,183 -3,877
1,928   2,707 -779
2,083   2,603 -520
83   103 -20
14,986   18,724 -3,738
3,455   3,966 -511
691   757 -66
6,402   7,013 -611
17,138   18,060 -922
165   155 10
186   147 39
70,699   50,000 20,699
6,582   3,811 2,771
1,050   851 199
10,205   9,135 1,070
6,170   5,512 658
19,597   20,258 -661
3,969   3,618 351
2,481   2,102 379
4,783   5,170 -387
114   114 0
5,071   5,084 -13
16,372   17,387 -1,015
10,957   10,943 14
5,999   5,859 140
2,893   2,192 701
29,110   21,723 7,387
28,643   25,373 3,270
24,328   25,214 -886
22,982   18,828 4,154
122     122
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       388
b       1,068
c       1,070
d       1,088
e       218
      871
      78
      774
      -156
      -503
      60
      782
      1,012
      1,829
      -50
      239
      -140
      -2
      2,143
      610
      2,947
      816
      390
      32
      716
      -957
      -732
      -1,175
      2,610
      54
      -50
      5
      0
      2
      -107
      736
      331
      798
      8
      20
      44
      24
      13
      102
      16
      79
      176
      145
      5
      513
      180
      4
      3,088
      553
      3
      13
      622
      4
      28
      7
      76
      695
      305
      315
      302
      323
      328
      390
      3,012
      216
      572
      213
      1,191
      4,980
      -2,347
      -2,071
      -746
      -782
      -1,798
      -1,762
      -377
      -886
      -753
      -383
      -642
      -292
      -96
      -1,213
      -5,188
      -1,173
      -95
      -190
      -71
      2,144
      5,061
      316
      1,311
      -1,231
      -1,372
      -307
      -168
      -303
      -1,630
      -1,335
      -1,144
      -1,353
      -955
      -1,003
      3,206
      89
      634
      130
      784
      281
      2,795
      47
      2,213
      929
      3,087
      106
      876
      1,045
      892
      3,378
      3,066
      15,839
      153
      845
      53
      1,009
      -71
      -180
      -342
      1,049
      -1,365
      12,227
      -3,659
      22
      289
      1,024
      647
      785
      830
      2,436
      -103
      -65
      918
      463
      444
      739
      1,903
      4,977
      791
      152
      455
      1,114
      172
      4,347
      2,206
      593
      553
      2,819
      2,856
      2,343
      -1,303
      -3,877
      -779
      -520
      -20
      -3,738
      -511
      -66
      -611
      -922
      10
      39
      20,699
      2,771
      199
      1,070
      658
      -661
      351
      379
      -387
      0
      -13
      -1,015
      14
      140
      701
      7,387
      3,270
      -886
      4,154
      122
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 2 123,007
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 57,842 837,012 0.069105
2008 61,977 1,156,960 0.053569
2007 61,375 1,361,839 0.045068
2006 54,994 1,241,657 0.044291
2005 53,950 1,147,147 0.047030
2 Total of line 1, column (d) ...................... 2 0.259063
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 0.051813
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 939,769
5 Multiply line 4 by line 3....................... 5 48,692
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,249
7 Add lines 5 and 6......................... 7 49,941
8 Enter qualifying distributions from Part XII, line 4.............. 8 42,075
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 2,497
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 2,497
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 2,497
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 500
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.............. 7 500
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 1,997
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM T LITTLE Telephone no.bullet (269) 344-6143
    Located atbullet107 W MICHIGAN PENTHOUSEKALAMAZOOMI ZIP+4bullet490073946
    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
     
    No
    .........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
    WILLIAM T LITTLE TRUSTEE
    1.00
    0 0 0
    107 W MICHIGAN PENTHOUSE
    KALAMAZOO,MI49007
    FRANCES A LITTLE TRUSTEE
    0.50
    0 0 0
    107 W MICHIGAN PENTHOUSE
    KALAMAZOO,MI49007
    MARY DELEHANTY TRUSTEE
    0.50
    0 0 0
    107 W MICHIGAN PENTHOUSE
    KALAMAZOO,MI49007
    GEORGE T SCHUMACHER SECRETARY
    0.50
    0 0 0
    107 W MICHIGAN PENTHOUSE
    KALAMAZOO,MI49007
    SHIRLEY PALMER TREASURER
    3.00
    0 0 0
    107 W MICHIGAN PENTHOUSE
    KALAMAZOO,MI49007
    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
    862,228
    b
    Average of monthly cash balances.......................
    1b
    91,852
    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
    954,080
    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
    954,080
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    14,311
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    939,769
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    46,988
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    46,988
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,497
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,497
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    44,491
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    44,491
    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
    44,491
    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
    42,075
    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
    42,075
    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
    42,075
    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 44,491
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 40,740
    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$ 42,075
    a Applied to 2009, but not more than line 2a 40,740
    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..... 1,335
    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 ..........
    43,156
    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:
    WILLIAM T LITTLE
    107 W MICHIGAN AVE PENTHOUSE
    KALAMAZOO,MI49007
    (269) 344-6143
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF DESCRIPTION AND BUDGET FOR PROGRAM THAT GRANT IS INTENDED TO FUND.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    INDIVIDUALS ARE INELIGIBLE TO RECEIVE GRANTS OR LOANS.
    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
    CONSTANCE BROWN HEARING & SPEECH CENTER
    1634 GULL ROAD
    KALAMAZOO,MI49048
    N/A PUBLIC GENERAL SUPPORT 1,000
    DISABILITY NETWORK
    517 E CROSSTOWN PARKWAY
    KALAMAZOO,MI49001
    N/A PUBLIC GENERAL SUPPORT 1,000
    GRYPHON PLACE
    1104 S WESTNEDGE AVENUE
    KALAMAZOO,MI49008
    N/A PUBLIC GENERAL SUPPORT 1,000
    HABITAT FOR HUMANITY
    1810 LAKE STREET
    KALAMAZOO,MI49001
    N/A PUBLIC GENERAL SUPPORT 1,000
    HOUSING RESOURCES INC
    345 N BURDICK STREET
    KALAMAZOO,MI49007
    N/A PUBLIC GENERAL SUPPORT 2,500
    INTERACT OF MICHIGAN
    610 S BURDICK ST
    KALAMAZOO,MI490075221
    N/A PUBLIC GENERAL SUPPORT 2,500
    KALAMAZOO ADULT ALTERNATIVE EDUCATION
    714 S WESTNEDGE
    KALAMAZOO,MI49001
    N/A PUBLIC GENERAL SUPPORT 1,000
    KALAMAZOO DROP IN CHILDCARE
    129 S PARK STREET
    KALAMAZOO,MI49007
    N/A PUBLIC GENERAL SUPPORT 2,000
    KALAMAZOO EASTSIDE BOXING CLUB
    1720 CHARLES AVE
    KALAMAZOO,MI49048
    N/A PUBLIC GENERAL SUPPORT 1,000
    KALAMAZOO MUNICIPAL GOLF ASSOCIATION
    1041 KING HIGHWAY
    KALAMAZOO,MI49001
    N/A PUBLIC GENERAL SUPPORT 2,500
    KALAMAZOO NATURE CENTER
    7000 NORTH WESTNEDGE AVENUE
    KALAMAZOO,MI49009
    N/A PUBLIC GENERAL SUPPORT 1,000
    KALAMAZOO PUBLIC LIBRARY
    315 S ROSE ST
    KALAMAZOO,MI49007
    N/A PUBLIC GENERAL SUPPORT 2,500
    KALAMAZOO VALLEY COMM COLLEGE FOUNDATION
    6767 WEST O AVENUE
    KALAMAZOO,MI49009
    N/A PUBLIC GENERAL SUPPORT 15,500
    MAKE A WISH FOUNDATION OF MI
    2900 E BELTLINE AVENUE NORTHEAST E
    GRAND RAPIDS,MI49525
    N/A PUBLIC GENERAL SUPPORT 1,000
    OPEN DOORNEXT DOOR
    416 RANNEY STREET
    KALAMAZOO,MI49001
    N/A PUBLIC GENERAL SUPPORT 1,000
    SLD LEARNING CENTER
    504 S WESTNEDGE
    KALAMAZOO,MI49001
    N/A PUBLIC GENERAL SUPPORT 1,000
    SPECIAL OLYMPICS
    CENTRAL MICHIGAN UNIVERSITY
    MOUNT PLEASANT,MI48859
    N/A PUBLIC GENERAL SUPPORT 1,000
    WARM KIDS
    PO BOX 97
    RICHLAND,MI49083
    N/A PUBLIC GENERAL SUPPORT 2,500
    Total .................................bullet 3a 41,000
    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 9  
    4 Dividends and interest from securities....     14 10,483  
    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     18 123,007  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aEXCISE TAX REFUND         4,612
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 133,499 4,612
    13Total. Add line 12, columns (b), (d), and (e)...................
    13138,111
    (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.)
    11A EXCISE TAX REFUND
    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:
    GARY SISTERS FOUNDATION
    EIN: 38-3109660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,150 1,075   1,075

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    GARY SISTERS FOUNDATION
    EIN: 38-3109660
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALIGN TECHNOLOGY INC 30,596 31,948
    APPLE INC 28,065 67,738
    ATHEROS COMMUNICATIONS 19,553 24,246
    CELGENE CORP 44,657 47,312
    CORPORATE EXECUTIVE BOARD CO 24,443 31,354
    FLIR SYSTEMS INC 37,399 41,650
    GENPACT LTD 33,451 33,653
    GREEN MOUNTAIN COFFEE ROASTERS INC 31,244 32,203
    HAEMONETICS CORP/MASS 24,366 26,852
    INTERCONTINENTALEXCHANGE INC 30,354 35,149
    JACOBS ENGINEERING GROUP INC 34,154 37,368
    MANPOWER INC 28,581 31,380
    MEDASSETS INC 24,203 23,723
    MONOLITHIC POWER SYSTEMS INC 23,329 24,202
    NXSTAGE MEDICAL INC 22,586 32,966
    OCCIDENTAL PETROLEUM CORP 49,069 59,841
    PEPSICO INC 46,886 46,711
    SCHWAB CHARLES CP NEW COM 31,514 29,600
    SILICON LABORATORIES COM 49,235 53,843
    STILLWATER MINING CO 26,820 27,115
    TEMPUR-PEDIC INTERNATIONAL 16,637 20,631
    TRIMAS CORP 25,436 26,598
    TRIMBLE NAVIGATION LTD 26,279 41,328
    ULTIMATE SOFTWARE GROUP INC 14,350 34,284
    VALASSIS COMMUNICATIONS INC 23,731 23,130
    VERISIGN INC 48,986 51,292
    WEATHERFORD INTL LTD 28,023 29,754

    TY 2010 OtherIncomeSchedule2
    Name:
    GARY SISTERS FOUNDATION
    EIN: 38-3109660
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 4,612   4,612


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    GARY SISTERS FOUNDATION
    EIN: 38-3109660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEE - BLAIR 7,568 7,568   0