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
The Kendeda Fund
 

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

20-6881642
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$6,207,321
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) 20,063,500
2 Check bullet
3 Interest on savings and temporary cash investments 913 913  
4 Dividends and interest from securities...... 23,625 23,625  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 415,168
b Gross sales price for all assets on line 6a 23,001,168
7 Capital gain net income (from Part IV, line 2)... 23,001,067
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........ 20,503,206 23,025,605  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,436 64,436    
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).... 264,683     264,683
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 510,491      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,824     4,824
22 Printing and publications.......... 1,320     1,320
23 Other expenses (attach schedule)....... 101,059     101,059
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 946,813 64,436   371,886
25 Contributions, gifts, grants paid........ 28,741,506 28,741,506
26 Total expenses and disbursements. Add lines 24 and 25 29,688,319 64,436   29,113,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,185,113
b Net investment income (if negative, enter -0-) 22,961,169
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.......... 12,569,934 6,207,321 6,207,321
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)........ 2,822,500    
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) 15,392,434 6,207,321 6,207,321
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 15,392,434 6,207,321
30 Total net assets or fund balances (see page 17 of the
instructions).................... 15,392,434 6,207,321
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 15,392,434 6,207,321
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 15,392,434
2 Enter amount from Part I, line 27a...................... 2 -9,185,113
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,207,321
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 6,207,321
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 Publicly-traded Securities      
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 23,001,168   101 23,001,067
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       23,001,067
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 23,001,067
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 31,361,140 13,872,695 002.260638
2008 37,908,401 5,908,249 006.416182
2007 32,873,078 3,311,521 009.926882
2006 16,681,900 1,497,227 011.141864
2005      
2 Total of line 1, column (d) ...................... 2 029.745566
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
. . .
3 007.436392
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 10,678,558
5 Multiply line 4 by line 3....................... 5 79,409,943
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 229,612
7 Add lines 5 and 6......................... 7 79,639,555
8 Enter qualifying distributions from Part XII, line 4.............. 8 29,113,392
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 1 459,223
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............................ 3 459,223
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- ..... 5 459,223
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 264,300
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.............. Tax Paid Original Return: 264300 7 264,300
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 194,931
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.
    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 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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
    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
    Atlantic Trust Company NA Trustee
    001.00
    64,436    
    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
    Diane Ives Consulting Inc Philanthropic Consulting 250,000
    122 Park Ave
    Takoma Park,MD20912
    Foundation Source Administrative Services 89,500
    55 Walls Drive 3rd Floor
    Fairfield,CT06824
    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
    1,278,917
    b
    Average of monthly cash balances.......................
    1b
    9,562,259
    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
    10,841,176
    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
    10,841,176
    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
    162,618
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,678,558
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    533,928
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    533,928
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    459,223
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    459,223
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,705
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    74,705
    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
    74,705
    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
    29,113,392
    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
    29,113,392
    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
    29,113,392
    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 74,705
    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.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008....... 34,295,365
    e From 2009....... 31,361,140
    fTotal of lines 3a through e......... 65,656,505
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 29,113,392
    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..... 74,705
    e Remaining amount distributed out of corpus 29,038,687
    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 94,695,192
    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) .............
     
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    94,695,192
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008.... 34,295,365
    d Excess from 2009.... 31,361,140
    e Excess from 2010.... 29,038,687
    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
    ALASKA WILDERNESS LEAGUE
    122 C ST NW
    WASHINGTON,DC20001
    N/A 509(a)(1) General Unrestricted 30,000
    ALASKA WILDERNESS LEAGUE
    122 C ST NW
    WASHINGTON,DC20001
    N/A 509(a)(1) Arctic is Alive Campaign 300,000
    AMERICAN RIVERS INC
    1100 14TH ST NW
    WASHINGTON,DC20005
    N/A 509(a)(1) General Unrestricted 100,000
    AMIGOS HOSPITALITO ATITLAN
    420 NW 11TH AVE UNIT 802
    PORTLAND,OR97209
    N/A 509(a)(1) Give New Life to Hospitality Campaign 249,306
    BLESSED EARTH INC
    PO BOX 227
    WILMORE,KY40390
    N/A 509(a)(1) General Unrestricted 349,000
    CAMP TWIN LAKES INC
    600 MEANS ST NW
    ATLANTA,GA30318
    N/A 509(a)(1) Ever Higher Initiative 200,000
    CASCADIA GREEN BUILDING COUNCIL
    721 NW 9TH AVE STE 195
    PORTLAND,OR97209
    N/A 509(a)(1) Living Building Challenge 620,000
    CATALOG CHOICE
    1654 SOLANO AVE STE A
    BERKELEY,CA94707
    N/A 509(a)(1) General Unrestricted 150,000
    CATALOG CHOICE
    1654 SOLANO AVE STE A
    BERKELEY,CA94707
    N/A 509(a)(1) Opt-Out Registry for City of Berkeley 10,000
    CENTER FOR HEALTH ENVIRONMENT AND J
    PO BOX 6806
    FALLS CHURCH,VA22040
    N/A 509(a)(1) General Unrestricted 100,000
    CENTER FOR LABOR AND COMMUNITY RESE
    3411 W DIVERSEY AVE STE 10
    CHICAGO,IL60647
    N/A 509(a)(1) General Unrestricted 250,000
    CENTER FOR MAXIMUM POTENTIAL BUILDI
    8604 FM 969
    AUSTIN,TX78724
    N/A 509(a)(2) General Unrestricted 150,000
    CENTER FOR WHOLE COMMUNITIES INC
    700 BRAGG HILL RD
    FAYSTON,VT05673
    N/A 509(a)(1) General Unrestricted 150,000
    CLEAN AIR TASK FORCE INC
    18 TREMONT ST STE 530
    BOSTON,MA02108
    N/A 509(a)(2) Diesel Clean-Up Campaign 300,000
    CONSULTATIVE GROUP ON BIOLOGICAL DI
    PO BOX 29361
    SAN FRANCISCO,CA94129
    N/A 509(a)(1) Health and Environmental Funders Network 35,000
    DEMOS A NETWORK FOR IDEAS AND ACTIO
    220 5TH AVE FL 2
    NEW YORK,NY10001
    N/A 509(a)(1) Advertising Costs For The Next Generation Democracy Outreach 5,000
    DEMOS A NETWORK FOR IDEAS AND ACTIO
    220 5TH AVE FL 2
    NEW YORK,NY10001
    N/A 509(a)(1) Next Generation Book Outreach 50,000
    DETROITERS WORKING FOR ENVIRONMENTA
    4750 WOODWARD AVE
    DETROIT,MI48201
    N/A 509(a)(1) Build Up Detroit 250,000
    EARTH ISLAND INSTITUTE INC
    2150 ALLSTON WAY STE 460
    BERKELEY,CA94704
    N/A 509(a)(1) Energy Action Coalitions Define our Decade Campaign Power Shift 2011 600,000
    ECO-LOGIC DEVELOPMENT FUND
    25 MOUNT AUBURN ST STE 203
    CAMBRIDGE,MA02138
    N/A 509(a)(1) General Unrestricted 1,020,000
    ECOLOGY CENTER
    2530 SAN PABLO AVE
    BERKELEY,CA94710
    N/A 509(a)(2) Global Alliance for Incinerator Alternatives GAIA 150,000
    ELLA BAKER CENTER FOR HUMAN RIGHTS
    344 40TH ST
    OAKLAND,CA94609
    N/A 509(a)(1) General Unrestricted 200,000
    ENTERPRISE COMMUNITY PARTNERS INC
    10227 WINCOPIN CIR STE 500
    COLUMBIA,MD21044
    N/A 509(a)(1) Frederick P. Rose Architectural Fellowship 300,000
    ENTERPRISE COMMUNITY PARTNERS INC
    10227 WINCOPIN CIR STE 500
    COLUMBIA,MD21044
    N/A 509(a)(1) Green Communities Initiative 500,000
    ENTERPRISE CORPORATION OF THE DELTA
    4 OLD RIVER PL
    JACKSON,MS39202
    N/A 509(a)(2) Unity Homes 325,000
    FUND FOR GLOBAL HUMAN RIGHTS
    1666 CONNECTICUT AVE NW STE 4
    WASHINGTON,DC20009
    N/A 509(a)(1) Environmental Justice Initiative 50,000
    FUNDERS NETWORK FOR SMART GROWTH AN
    1500 SAN REMO AVE STE 249
    CORAL GABLES,FL33146
    N/A 509(a)(1) General Unrestricted 50,000
    GALLATIN VALLEY LAND TRUST
    PO BOX 7021
    BOZEMAN,MT59771
    N/A 509(a)(1) General Unrestricted 30,000
    GARRISON INSTITUTE
    PO BOX 532
    GARRISON,NY10524
    N/A 509(a)(2) General Unrestricted 30,000
    GEORGIA INTERFAITH POWER AND LIGHT
    PO BOX 286
    DECATUR,GA30031
    N/A 509(a)(1) General Unrestricted 50,000
    GEORGIA INTERFAITH POWER AND LIGHT
    PO BOX 286
    DECATUR,GA30031
    N/A 509(a)(1) City of Atlanta 20,000
    GEORGIA INTERFAITH POWER AND LIGHT
    PO BOX 286
    DECATUR,GA30031
    N/A 509(a)(1) Georgia Congregations Energy 200,000
    GEORGIA SOLAR ENERGY ASSOCIATIONINC
    241 PINE ST NE
    ATLANTA,GA30308
    N/A 509(a)(2) General Unrestricted 10,000
    GLOBAL GREENGRANTS FUND INC
    2840 WILDERNESS PL
    BOULDER,CO80301
    N/A 509(a)(2) General Operations 200,000 and the Climate Fund 20,000 220,000
    GLOBAL PHILANTHROPY PARTNERSHIP
    643 W ARLINGTON PL
    CHICAGO,IL60614
    N/A 509(a)(1) Urban Sustainability Directors Networks Public Engagement Learning 19,200
    GREATER YELLOWSTONE COALITION INC
    PO BOX 1874
    BOZEMAN,MT59771
    N/A 509(a)(1) General Unrestricted 10,000
    GREEN BLUE INSTITUTE
    600 E WATER ST STE C
    CHARLOTTESVLE,VA22902
    N/A 509(a)(1) General Unrestricted 300,000
    GREEN FOR ALL
    1611 TELEGRAPH AVE STE 600
    OAKLAND,CA94612
    N/A 509(a)(1) General Unrestricted 2,000,000
    GREENFAITH
    46 BAYARD ST STE 401
    NEW BRUNSWICK,NJ08901
    N/A 509(a)(1) Fellowship Program 130,000
    GREENPLATE INC
    1040 WILLIAMS MILL RD
    ATLANTA,GA30306
    N/A 509(a)(1) Bag Reduction Study 10,000
    GRIST MAGAZINE INC
    710 2ND AVE STE 860
    SEATTLE,WA98104
    N/A 509(a)(1) Individual Donor and Membership 125,000
    GRIST MAGAZINE INC
    710 2ND AVE STE 860
    SEATTLE,WA98104
    N/A 509(a)(1) General Operating Support 600,000 and Grist Expands 250,000 850,000
    HEADWATERS ECONOMICS INC
    PO BOX 7059
    BOZEMAN,MT59771
    N/A 509(a)(1) Reserve Fund 50,000
    HEALTH CARE WITHOUT HARM
    12355 SUNRISE VALLEY DR STE 680
    RESTON,VA20191
    N/A 509(a)(1) General Unrestricted 220,000
    HEALTHY BUILDING NETWORK
    2001 S ST NW STE 570
    WASHINGTON,DC20009
    N/A 509(a)(1) General Unrestricted 500,000
    HEALTHY BUILDING NETWORK
    2001 S ST NW STE 570
    WASHINGTON,DC20009
    N/A 509(a)(1) Business Planning Initiative 30,000
    HIGH COUNTRY NEWS
    PO BOX 1090
    PAONIA,CO81428
    N/A 509(a)(1) General Unrestricted 40,000
    ICLEI - LOCAL GOVERNMENTS FOR
    436 14TH ST
    OAKLAND,CA94612
    N/A 509(a)(1) General Unrestricted 750,000
    INQUIRING SYSTEMS INC
    164 S DEPOT ST
    BOONE,NC28607
    N/A 509(a)(2) Appalachian Institute for Renewable Energys Business Planning 40,000
    INSTITUTE FOR LOCAL SELF RELIANCE I
    2001 S ST NW STE 570
    WASHINGTON,DC20009
    N/A 509(a)(1) Sustainable Biomaterials 150,000
    INTERNATIONAL RIVERS NETWORK
    2150 ALLSTON WAY STE 300
    BERKELEY,CA94704
    N/A 509(a)(1) General Unrestricted 400,000
    INTERNATIONAL RIVERS NETWORK
    2150 ALLSTON WAY STE 300
    BERKELEY,CA94704
    N/A 509(a)(1) Strategic Planning Initiative 30,000
    INTERNEWS NETWORK
    PO BOX 4448
    ARCATA,CA95518
    N/A 509(a)(1) EJN Climate Journalism Fellowships 50,000
    MASSACHUSETTS INSTITUTE OF TECHNOLO
    STUDENT FINANCIAL SERVICES BLDG 11-
    CAMBRIDGE,MA02139
    N/A 509(a)(1) Department of Urban Studies and Plannings Community Innovators Lab 300,000
    MINNESOTA PUBLIC RADIO
    480 CEDAR ST
    ST PAUL,MN55101
    N/A 509(a)(1) Sustainability Initiative 1,000,000
    MONTANA NATURAL HISTORY CENTER INC
    120 HICKORY ST
    MISSOULA,MT59801
    N/A 509(a)(1) Visiting Naturalists in the Schools 40,000
    MONTANA NATURAL HISTORY CENTER INC
    120 HICKORY ST
    MISSOULA,MT59801
    N/A 509(a)(1) Building Energy Audit 3,000
    MURIE CENTER
    PO BOX 399
    MOOSE,WY83012
    N/A 509(a)(1) General Unrestricted 60,000
    NATIONAL PARKS CONSERVATION ASSOCIA
    1300 19TH ST NW STE 300
    WASHINGTON,DC20036
    N/A 509(a)(1) General Unrestricted 3,000,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190
    N/A 509(a)(2) Atlanta Earth Tomorrow 50,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190
    N/A 509(a)(2) Campus Ecology 300,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190
    N/A 509(a)(2) Wildlife Conflict Resolution 50,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190
    N/A 509(a)(2) Development Departments Efforts To Launch A 75th Anniversary Event 100,000
    NATURE BRIDGE
    28 GEARY ST STE 650
    SAN FRANCISCO,CA94108
    N/A 509(a)(2) General Unrestricted 500,000
    NATURE BRIDGE
    28 GEARY ST STE 650
    SAN FRANCISCO,CA94108
    N/A 509(a)(2) Field Science and Environmental Education 100,000
    OPERATION GREEN LEAVES INC
    PO BOX 5254
    CORAL GABLES,FL33114
    N/A 509(a)(2) Earthwise Newsletter 5,000
    ORION SOCIETY
    187 MAIN ST
    GT BARRINGTON,MA01230
    N/A 509(a)(1) General Unrestricted 335,000
    OWL RESEARCH INSTITUTE INC
    PO BOX 39
    CHARLO,MT59824
    N/A 509(a)(1) General Unrestricted 5,000
    PIEDMONT PARK CONSERVANCY INC
    400 PARK DR NE
    ATLANTA,GA30306
    N/A 509(a)(1) Capital Campaign 1,000,000
    PRESIDENT AND FELLOWS OF HARVARD CO
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138
    N/A 509(a)(1) Scientists-Evangelical Initiative 100,000
    PULITZER CENTER ON CRISIS REPORTING
    1779 MASSACHUSETTS AVE NW STE 615
    WASHINGTON,DC20036
    N/A 509(a)(1) General Unrestricted 400,000
    PULITZER CENTER ON CRISIS REPORTING
    1779 MASSACHUSETTS AVE NW STE 615
    WASHINGTON,DC20036
    N/A 509(a)(1) Dan Grossmans Multi-Media Hot Topics Book 50,000
    RAINFOREST ALLIANCE INC
    665 BROADWAY STE 500
    NEW YORK,NY10012
    N/A 509(a)(1) Operating Reserve Fund 480,000
    ROCKEFELLER FAMILY FUND INC
    475 RIVERSIDE DR STE 900
    NEW YORK,NY10115
    N/A 509(a)(1) Re-Amp Global Warming Strategic Action Fund and the Re-Amp Steering Committee 650,000
    ROOT CAPITAL INC
    955 MASSACHUSETTS AVE 5TH FLOOR
    CAMBRIDGE,MA02139
    N/A 509(a)(1) General Unrestricted 500,000
    SILICON VALLEY TOXICS COALITION
    760 N 1ST ST
    SAN JOSE,CA95112
    N/A 509(a)(1) General Unrestricted 150,000
    SISKIYOU FIELD INSTITUTE
    PO BOX 207
    SELMA,OR97538
    N/A 509(a)(1) General Unrestricted 50,000
    SISKIYOU REGIONAL-EDUCATION PROJECT
    213 SE H ST
    GRANTS PASS,OR97526
    N/A 509(a)(1) General Unrestricted 25,000
    SONORAN INSTITUTE
    7650 E BROADWAY BLVD STE 203
    TUCSON,AZ85710
    N/A 509(a)(1) General Operating Support and the Northern Rockies 525,000
    SOUTHERN ALLIANCE FOR CLEAN ENERGY
    PO BOX 1842
    KNOXVILLE,TN37901
    N/A 509(a)(1) General Unrestricted 50,000
    SOUTHFACE ENERGY INSTITUTE INC
    241 PINE ST NE
    ATLANTA,GA30308
    N/A 509(a)(1) General Unrestricted 100,000
    SOUTHFACE ENERGY INSTITUTE INC
    241 PINE ST NE
    ATLANTA,GA30308
    N/A 509(a)(1) Charitable Event 5,000
    SOUTHFACE ENERGY INSTITUTE INC
    241 PINE ST NE
    ATLANTA,GA30308
    N/A 509(a)(1) Grants to Green Initiative 125,000
    SOUTHFACE ENERGY INSTITUTE INC
    241 PINE ST NE
    ATLANTA,GA30308
    N/A 509(a)(1) Program activities, management systems and strategic planning 325,000
    SOUTHWESTERN UNIVERSITY
    1001 E UNIVERSITY AVE
    GEORGETOWN,TX78626
    N/A 509(a)(1) Environmental Studies 109,000
    SUSTAINABLE MARKETS FOUNDATION
    45 W 36TH ST 6TH FL
    NEW YORK,NY10018
    N/A 509(a)(1) 350.org 175,000
    SUSTAINABLE NORTHWEST
    813 SW ALDER ST STE 500
    PORTLAND,OR97205
    N/A 509(a)(1) General Unrestricted 150,000
    SUSTAINABLE SOUTH BRONX
    890 GARRISON AVE 4TH FL
    BRONX,NY10474
    N/A 509(a)(1) General Unrestricted 100,000
    THE DC PROJECT INC
    1850 M ST NW STE 1150
    WASHINGTON,DC20036
    N/A 509(a)(1) General Unrestricted 200,000
    THE DC PROJECT INC
    1850 M ST NW STE 1150
    WASHINGTON,DC20036
    N/A 509(a)(1) General Unrestricted 300,000
    THE BIOMIMICRY INSTITUTE
    PO BOX 9216
    MISSOULA,MT59807
    N/A 509(a)(1) General Unrestricted 400,000
    THE COMMUNITY FOUNDATION FOR THE NA
    1201 15TH ST NW STE 420
    WASHINGTON,DC20005
    N/A 509(a)(1) DC Project Fund 150,000
    THE NATIONAL ENVIRONMENTAL EDUCATIO
    4301 CONNECTICUT AVE NW STE 160
    WASHINGTON,DC20008
    N/A 509(a)(1) General Operations 75,000, Earth Gauge 250,000 325,000
    THE REGENERATION PROJECT
    220 MONTGOMERY ST STE 450
    SAN FRANCISCO,CA94104
    N/A 509(a)(1) Interfaith Power and Light 300,000
    THE SOUTH FORK CONSERVANCY INCORPOR
    1420 HARVARD RD NE
    ATLANTA,GA30306
    N/A 509(a)(1) General Unrestricted 7,500
    TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129
    N/A 509(a)(1) General Unrestricted 250,000
    TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129
    N/A 509(a)(1) Maine Bio-Plastics Of The Environmental Health Strategy Center 300,000
    TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129
    N/A 509(a)(1) Electronic Take Back Coalition 200,000
    UNITY COLLEGE
    90 QUAKER HILL RD
    UNITY,ME04988
    N/A 509(a)(1) Student Eco-Dorm 194,500
    UNIVERSITY OF MARYLAND BALTIMORE FO
    620 W LEXINGTON ST
    BALTIMORE,MD21201
    N/A 509(a)(1) Alliance of Nurses for Healthy Environments 350,000
    UNIVERSITY OF MARYLAND FOUNDATION I
    3300 METZEROTT RD
    ADELPHI,MD20783
    N/A 509(a)(1) Democracy Collaborative 150,000
    UNIVERSITY OF MASSACHUSETTS LOWELL
    1 UNIVERSITY AVE SOUTHWICK HALL 250
    LOWELL,MA01854
    N/A 509(a)(1) Lowell Center for Sustainable Production 100,000
    UPPER CHATTAHOOCHEE RIVERKEEPER FUN
    3 PURITAN MILL
    ATLANTA,GA30318
    N/A 509(a)(1) Lanier Learning Center And Neighborhood Water Watch 30,000
    US GREEN BUILDING COUNCIL-GEORGIA C
    PO BOX 54677
    ATLANTA,GA30308
    N/A 509(a)(1) General Unrestricted 25,000
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903
    N/A 509(a)(1) Advancing Green Chemistry 200,000
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903
    N/A 509(a)(1) Environmental Health Sciences 450,000
    WESTERN RIVERS CONSERVANCY
    71 SW OAK ST
    PORTLAND,OR97204
    N/A 509(a)(1) Yurok Tribe Blue Creek Land Acquisition 125,000
    WGBH EDUCATIONAL FOUNDATION
    1 GUEST ST
    BOSTON,MA02135
    N/A 509(a)(1) Environment Desk For The World 50,000
    WGBY DIVISION OF WGBH EDUCATIONAL F
    44 HAMPDEN ST
    SPRINGFIELD,MA01103
    N/A 509(a)(1) Fixing the Future 200,000
    WILDERNESS SOCIETY
    1615 M ST NW LBBY 2
    WASHINGTON,DC20036
    N/A 509(a)(1) Northern Rockies 30,000
    WILDERNESS SOCIETY
    1615 M ST NW LBBY 2
    WASHINGTON,DC20036
    N/A 509(a)(1) Southwestern Crown of the Continent 30,000
    WORLD MEDIA FOUNDATION INC
    20 HOLLAND ST
    SOMERVILLE,MA02144
    N/A 509(a)(1) Living on Earth 20,000
    YALE UNIVERSITY
    CORPORATE FOUNDATION RELATIONS
    NEW HAVEN,CT06519
    N/A 509(a)(1) Yale Center for Green Chemistry and Green Engineering 300,000
    YALE UNIVERSITY - SCHOOL OF FORESTR
    195 PROSPECT ST KROON HALL
    NEW HAVEN,CT06520
    N/A 509(a)(1) Senior Faculty Appointments in the School of Forestry and Environmental Studies 180,000
    YELLOWSTONE TO YUKON CONSERVATION I
    PO BOX 157
    BOZEMAN,MT59771
    N/A 509(a)(1) General Operations, Partner Funding And A Challenge Grant 200,000
    Total .................................bullet 3a 28,741,506
    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     14 913  
    4 Dividends and interest from securities....     14 23,625  
    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     18 415,168  
    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)..   439,706  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13439,706
    (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
    Part VI Line 7 - Tax Paid Original Return: 264300


    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
    The Kendeda Fund
     
    Employer identification number

    20-6881642
    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
    The Kendeda Fund
     
    Employer identification number

    20-6881642
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    0001
     
     

    The March 23 2006 Trust co Atlantic    
    1170 Peachtree Street NE
       
    Atlanta, GA   30309

    $20,063,500




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

         
     
       

    $  




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

         
     
       

    $  




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

         
     
       

    $  




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

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (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
    The Kendeda Fund
     
    Employer identification number

    20-6881642
    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
    0001
    HOME DEPOT INC.   $3,372,500 2010-12-07
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    0001
    HOME DEPOT INC.   $6,385,000 2010-09-30
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    0001
    HOME DEPOT INC.   $6,937,000 2010-04-14
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    0001
    HOME DEPOT INC.   $3,069,000 2010-02-23
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    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
    The Kendeda Fund
     
    Employer identification number

    20-6881642
    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:
    The Kendeda Fund
    EIN: 20-6881642
    Software ID:10000149
    Software Version:2010.2.15
    Identifier Return Reference Explanation

    TY 2010 LiquidationExplanationStmt
    Name:
    The Kendeda Fund
    EIN: 20-6881642
    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, The Kendeda Fund the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 28,741,506. This amount represents over 25 of the Foundations net assets of 15,462,934 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:
    The Kendeda Fund
    EIN: 20-6881642
    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 89,500     89,500
    Foundation Dues Memberships 11,559     11,559


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    The Kendeda Fund
    EIN: 20-6881642
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fee for defining and developing foundations philanthropic objectives 3,600     3,600
    Philanthropic Consulting Independent Contractor 250,000     250,000
    Other Professional Services 11,083     11,083


    TY 2010 TaxesSchedule
    Name:
    The Kendeda Fund
    EIN: 20-6881642
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated tax for 2010 264,300 0 0 0
    Excise tax for 2009 246,191 0 0 0