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
Bruce Ford Brown Charitable Trust
 

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

52-6063085
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$1,635,057J 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 13 13  
4 Dividends and interest from securities...... 31,280 31,280  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -10,441
b Gross sales price for all assets on line 6a 126,084
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 20,852 31,293  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,239 2,239    
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).... Click to see attachment 1,117 1,117    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 364 64    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,724 7   6,717
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,444 3,427   6,717
25 Contributions, gifts, grants paid........ 241,700 241,700
26 Total expenses and disbursements. Add lines 24 and 25 252,144 3,427   248,417
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -231,292
b Net investment income (if negative, enter -0-) 27,866
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.......... 124,866 22,234 22,234
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)........ 1,822,162 Click to see attachment1,693,502 1,612,823
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) 1,947,028 1,715,736 1,635,057
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 1,947,028 1,715,736
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,947,028 1,715,736
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,947,028 1,715,736
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 1,947,028
2 Enter amount from Part I, line 27a...................... 2 -231,292
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,715,736
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 1,715,736
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 126,084   136,525 -10,441
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       -10,441
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 -10,441
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 216,702 1,530,703 000.141570
2008 225,216 2,096,160 000.107442
2007 191,986 2,664,709 000.072048
2006 214,481 2,591,866 000.082752
2005 225,409 2,507,599 000.089890
2 Total of line 1, column (d) ...................... 2 000.493702
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. . . 		3 000.098740
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,601,750
5 Multiply line 4 by line 3....................... 5 158,157
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 279
7 Add lines 5 and 6......................... 7 158,436
8 Enter qualifying distributions from Part XII, line 4.............. 8 248,417
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 1 279
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............................ 3 279
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- ..... 5 279
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,492
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: 1492 7 1,492
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,213
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet1,213 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
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)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
    Donnaldson Kathryn Brown Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Lorraine Eddy Brown Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Sally Brown Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Stephen D Brown Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Thomas M Brown Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Bruce F Brown Jr Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Cherry Peters Trustee
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Kelly L Popovec for BNY Mellon Co-Trustee
    001.00     		2,239    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,558,260
    b
    Average of monthly cash balances.......................
    1b
    67,882
    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
    1,626,142
    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
    1,626,142
    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
    24,392
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,601,750
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    80,088
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    80,088
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    279
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    279
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    79,809
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    79,809
    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
    79,809
    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
    248,417
    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
    248,417
    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
    279
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    248,138
    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 79,809
    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....... 92,409
    b From 2006....... 91,702
    c From 2007....... 68,214
    d From 2008....... 123,200
    e From 2009....... 140,983
    fTotal of lines 3a through e......... 516,508
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 248,417
    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..... 79,809
    e Remaining amount distributed out of corpus 168,608
    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 5 685,116
    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) .............     		92,409
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		592,707
    10 Analysis of line 9:
    a Excess from 2006.... 91,702
    b Excess from 2007.... 68,214
    c Excess from 2008.... 123,200
    d Excess from 2009.... 140,983
    e Excess from 2010.... 168,608
    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
    ACLU FOUNDATION OF SOUTHERN CA
    1313 8TH ST
    LOS ANGELES,CA90017     		N/A 509(a)(1) General Unrestricted 500
    ACTION AGAINST HUNGER USA
    247 W 37TH ST
    NEW YORK,NY10018     		N/A 509(a)(1) Haiti Cholera Control Initiative 500
    AMERICAN CIVIL LIBERTIES UNION FOUN
    125 BROAD ST 18TH FL
    NEW YORK,NY10004     		N/A 509(a)(1) General Unrestricted 1,000
    AMERICAN NATIONAL RED CROSS
    8550 ARLINGTON BLVD
    FAIRFAX,VA22031     		N/A 509(a)(1) General Unrestricted 2,000
    AMERICAN NATIONAL RED CROSS
    8550 ARLINGTON BLVD
    FAIRFAX,VA22031     		N/A 509(a)(1) Haiti Earthquake Relief And Recovery Initiative 500
    AMNESTY INTERNATIONAL USA INC
    5 PENN PLZ FL 16
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 2,500
    ANIMAL COMPASSION NETWORK
    PO BOX 1704
    SKYLAND,NC28776     		N/A 509(a)(2) General Unrestricted 500
    ARTS COUNCIL OF FAYETTEVILLE
    301 HAY ST
    FAYETTEVILLE,NC28301     		N/A 509(a)(2) General Unrestricted 250
    ASHEVILLE SYMPHONY SOCIETY INC
    PO BOX 2852
    ASHEVILLE,NC28802     		N/A 509(a)(1) General Unrestricted 250
    ASHEVILLE-BUNCOMBE COMMUNITY CHRIST
    30 CUMBERLAND AVE
    ASHEVILLE,NC28801     		N/A 509(a)(1) General Unrestricted 500
    BETHESDA PRESBYTERIAN CHURCH
    1002 N SANDHILLS BLVD
    ABERDEEN,NC28315     		N/A 509(a)(1) General Unrestricted 500
    BEYOND BORDERS INC
    PO BOX 2132
    NORRISTOWN,PA19404     		N/A 509(a)(1) General Unrestricted 250
    BUTLER UNIVERSITY
    4600 SUNSET AVE
    INDIANAPOLIS,IN46208     		N/A 509(a)(1) General Unrestricted 100
    CALIFORNIA STATE PARKS FOUNDATION
    50 FRANCISCO ST STE 110
    SAN FRANCISCO,CA94133     		N/A 509(a)(1) General Unrestricted 500
    CAPE FEAR REGIONAL THEATRE AT FAYET
    1209 HAY ST
    FAYETTEVILLE,NC28303     		N/A 509(a)(2) General Unrestricted 250
    CARE CLINIC INC
    PO BOX 53438
    FAYETTEVILLE,NC28305     		N/A 509(a)(1) General Unrestricted 500
    CENTER FOR INVESTIGATIVE REPORTING
    2130 CENTER ST STE 103
    BERKELEY,CA94704     		N/A 509(a)(2) General Unrestricted 3,000
    CENTER FOR REPRODUCTIVE RIGHTS INC
    120 WALL ST
    NEW YORK,NY10005     		N/A 509(a)(1) General Unrestricted 2,000
    CHILD ADVOCACY CENTER INC
    336 RAY AVE
    FAYETTEVILLE,NC28301     		N/A 509(a)(1) General Unrestricted 250
    CLARE FOUNDATION INC
    1871 9TH ST
    SANTA MONICA,CA90404     		N/A 509(a)(2) General Unrestricted 250
    COUNTER PUNCH
    1241 CONKLIN CREEK RD
    PETROLIA,CA95558     		N/A 509(a)(1) General Unrestricted 500
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		N/A 509(a)(1) The Arlyce M. Seibert Faculty Endowment Fund 2,500
    CURYUNG TRIBAL COUNCIL
    634 K ST
    ANCHORAGE,AK99501     		N/A 509(a)(1) Subsidizing A Litigation Fund To Protect And Conserve The Environment. 20,000
    DEATH PENALTY FOCUS
    870 MARKET ST
    SAN FRANCISCO,CA94102     		N/A 509(a)(1) General Unrestricted 1,500
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    WASHINGTON,DC20036     		N/A 509(a)(2) General Unrestricted 500
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE FL 2
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 2,500
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE FL 2
    NEW YORK,NY10001     		N/A 509(a)(1) Hatian Relief Initiative 10,000
    DUKE UNIVERSITY
    324 BLACKWELL ST STE 920
    DURHAM,NC27701     		N/A 509(a)(1) Annual Fund 2,000
    DUKE UNIVERSITY
    324 BLACKWELL ST STE 920
    DURHAM,NC27701     		N/A 509(a)(1) Duke University Athletic Scholarships 15,000
    DUKE UNIVERSITY
    324 BLACKWELL ST STE 920
    DURHAM,NC27701     		N/A 509(a)(1) Center for Athletic Excellence Initiative 2,000
    DUKE UNIVERSITY HEALTH SYSTEM INC -
    615 DOUGLAS ST
    DURHAM,NC27705     		N/A 509(a)(1) Pilates Training Program 400
    EARTHJUSTICE
    426 17TH ST STE 600
    OAKLAND,CA94612     		N/A 509(a)(2) General Unrestricted 1,000
    ENVIRONMENTAL DEFENSE CENTER
    906 GARDEN ST
    SANTA BARBARA,CA93101     		N/A 509(a)(1) General Unrestricted 1,000
    FARM SANCTUARY INC
    PO BOX 150
    WATKINS GLEN,NY14891     		N/A 509(a)(1) General Unrestricted 250
    FAYETTEVILLE ACADEMY
    3200 CLIFFDALE RD
    FAYETTEVILLE,NC28303     		N/A 509(a)(1) General Unrestricted 1,000
    FAYETTEVILLE ANIMAL PROTECTION SOCI
    PO BOX 58195
    FAYETTEVILLE,NC28305     		N/A 509(a)(1) General Unrestricted 250
    FAYETTEVILLE URBAN MINISTRY INC
    PO BOX 1171
    FAYETTEVILLE,NC28302     		N/A 509(a)(2) General Unrestricted 500
    FONKOZE USA INC
    50 F ST NW STE 810
    WASHINGTON,DC20001     		N/A 509(a)(1) Earthquake Relief And Recovery Initiative 500
    FRIENDS OF THE BLUE RIDGE PARKWAY I
    PO BOX 20986
    ROANOKE,VA24018     		N/A 509(a)(1) General Unrestricted 1,000
    GILBERT THEATER
    PO BOX 53704
    FAYETTEVILLE,NC28305     		N/A 509(a)(1) General Unrestricted 250
    GREENPEACE FUND INC
    702 H ST NW
    WASHINGTON,DC20001     		N/A 509(a)(1) General Unrestricted 2,500
    GRIST MAGAZINE INC
    710 2ND AVE STE 860
    SEATTLE,WA98104     		N/A 509(a)(1) General Unrestricted 250
    HBS FOUNDATION INC
    PO BOX 1290
    LAKE WORTH,FL33460     		N/A 509(a)(1) Medical Supplies For The Bon Samaritan Hospital in Limbe, Haiti 500
    HEAL THE BAY
    1444 9TH ST
    SANTA MONICA,CA90401     		N/A 509(a)(1) General Unrestricted 1,000
    HEALING HANDS FOR HAITI FOUNDATION
    PO BOX 521800
    SALT LAKE CITY,UT84152     		N/A 509(a)(1) Earthquake Relief And Recovery Initiative 500
    HEART TO HEART INTERNATIONAL INC
    401 S CLAIRBORNE RD STE 302
    OLATHE,KS66062     		N/A 509(a)(1) Haiti Cholera Control Initiative 500
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		N/A 509(a)(1) General Unrestricted 3,000
    HELP OF OJAI
    PO BOX 621
    OJAI,CA93024     		N/A 509(a)(1) General Unrestricted 500
    HONOR AND RESPECT FOUNDATION INC
    PO BOX 1674
    HAILEY,ID83333     		N/A 509(a)(1) Haiti Earthquake Relief Project 1,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102     		N/A 509(a)(1) Haiti Earthquake Relief Project 500
    HOTCHKISS SCHOOL
    RTE 41 AND 112 BOX 800
    LAKEVILLE,CT06039     		N/A 509(a)(1) General Unrestricted 1,000
    INNER CITY SCHOLARSHIP FUND INC
    1011 1ST AVE
    NEW YORK,NY10022     		N/A 509(a)(1) Be A Students Friend Program 2,200
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST
    NEW YORK,NY10168     		N/A 509(a)(1) Earthquake Relief And Recovery Initiative 500
    JUNIOR LEAGUE OF RICHMOND VIRGINIA
    205 W FRANKLIN ST
    RICHMOND,VA23220     		N/A 509(a)(2) General Unrestricted 1,000
    KCRW FOUNDATION INC
    1900 PICO BLVD
    SANTA MONICA,CA90405     		N/A 509(a)(1) General Unrestricted 250
    KKJZ
    1288 N BELLFLOWER BLVD
    LONG BEACH,CA90815     		N/A 509(a)(1) General Unrestricted 500
    KPFK - PACIFICA FOUNDATION
    3729 CAHUENG BLVD W
    NORTH HOLLYWOOD,CA91604     		N/A 509(a)(1) General Unrestricted 1,500
    LAD LAKE INC
    W350 S1401 WATERVILLE RD
    DOUSMAN,WI53118     		N/A 509(a)(1) General Unrestricted 250
    LAGUARDIA HIGH SCHOOL PARENTS ASSOC
    255 W 36TH ST FL 15
    NEW YORK,NY10018     		N/A 509(a)(1) General Unrestricted 1,500
    LAMBI FUND OF HAITI
    PO BOX 18955
    WASHINGTON,DC20036     		N/A 509(a)(1) Earthquake Relief And Recovery Initiative 500
    LITTLE KESWICK FOUNDATION
    PO BOX 5306
    CHARLOTTESVILLE,VA22905     		N/A 509(a)(1) General Unrestricted 6,500
    MAKE A WISH FOUNDATION OF EASTERN N
    2880 SLATER RD STE 105
    MORRISVILLE,NC27560     		N/A 509(a)(1) General Unrestricted 250
    MAKE-A-WISH FOUNDATION OF CENTRAL A
    212 S TRYON ST STE 1080
    CHARLOTTE,NC28281     		N/A 509(a)(1) Mountain Region Office Division 250
    MANNA FOOD BANK INC
    627 SWANNANOA RIVER RD
    ASHEVILLE,NC28805     		N/A 509(a)(1) General Unrestricted 500
    MARIN WALDORF SCHOOL ASSN INC
    755 IDYLBERRY RD
    SAN RAFAEL,CA94903     		N/A 509(a)(1) General Unrestricted 1,000
    MEDICAL FOUNDATION OF NORTH CAROLIN
    880 MARTIN LUTHER KING JR BLVD
    CHAPEL HILL,NC27514     		N/A 509(a)(1) General Unrestricted 2,000
    MERCY SHARING
    201 N MILL ST STE 201
    ASPEN,CO81611     		N/A 509(a)(1) Earthquake Relief And Recovery Initiative 500
    MULBERRY CLASSROOM
    70 SKYVIEW TERRACE
    SAN RAFAEL,CA94903     		N/A 509(a)(1) General Unrestricted 1,000
    MUSEUM ASSOCIATES
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		N/A 509(a)(2) General Unrestricted 500
    MUSEUM OF CONTEMPORARY ART
    250 S GRAND AVE
    LOS ANGELES,CA90012     		N/A 509(a)(1) General Unrestricted 250
    NARAL PRO-CHOICE AMERICA FOUNDATION
    1156 15TH ST NW
    WASHINGTON,DC20005     		N/A 509(a)(1) General Unrestricted 2,000
    NATIONAL AUDUBON SOCIETY INC
    225 VARICK ST FL 7
    NEW YORK,NY10014     		N/A 509(a)(1) General Unrestricted 500
    NATIONAL PARKS CONSERVATION ASSOCIA
    1300 19TH ST NW STE 300
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 1,000
    NATURAL RESOURCE DEFENSE COUNCIL -
    1314 2ND ST
    SANTA MONICA,CA90401     		N/A 509(a)(1) General Unrestricted 5,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		N/A 509(a)(1) General Unrestricted 250
    NEW YORK ROAD RUNNERS INC
    845 3RD AVE 11TH FL
    NEW YORK,NY10022     		N/A 509(a)(1) General Unrestricted 500
    NORTH CAROLINA VETERINARY MEDICAL F
    NCSU BOX 7207
    RALEIGH,NC27695     		N/A 509(a)(1) General Unrestricted 250
    OJAI FESTIVALS LTD
    201 S SIGNAL ST
    OJAI,CA93023     		N/A 509(a)(2) General Unrestricted 1,000
    OJAI FESTIVALS LTD
    201 S SIGNAL ST
    OJAI,CA93023     		N/A 509(a)(2) Save Libbey Bowl Project 1,000
    OJAI PLAYWRIGHTS CONFERENCE
    PO BOX 1288
    OJAI,CA93024     		N/A 509(a)(1) General Unrestricted 1,000
    OJAI RAPTOR CENTER
    PO BOX 182
    OAK VIEW,CA93022     		N/A 509(a)(1) General Unrestricted 250
    OJAI VALLEY FAMILY SHELTER
    930 GRAND AVE
    OJAI,CA93023     		N/A 509(a)(1) General Unrestricted 250
    OJAI VALLEY YOUTH FOUNDATION
    201 CHURCH RD
    OJAI,CA93023     		N/A 509(a)(1) General Unrestricted 500
    OLD STONE HOUSE OF BROOKLYN
    PO BOX 150613
    BROOKLYN,NY11215     		N/A 509(a)(1) General Unrestricted 500
    ORCHARD SCHOOL FOUNDATION
    615 W 63RD ST
    INDIANAPOLIS,IN46260     		N/A 509(a)(1) General Unrestricted 1,000
    OUR HOUSE INC
    1950 SAWTELLE BLVD STE 255
    LOS ANGELES,CA90025     		N/A 509(a)(1) General Unrestricted 1,000
    PARTNERS IN HEALTH A NONPROFIT CORP
    888 COMMONWEALTH AVE 3RD FL
    BOSTON,MA02215     		N/A 509(a)(1) Haiti Earthquake Relief Project 1,000
    PITZER COLLEGE
    1050 N MILLS AVE
    CLAREMONT,CA91711     		N/A 509(a)(1) General Unrestricted 14,000
    PITZER COLLEGE
    1050 N MILLS AVE
    CLAREMONT,CA91711     		N/A 509(a)(1) PR Commemorating Fulbright Scholars 1,000
    PITZER COLLEGE
    1050 N MILLS AVE
    CLAREMONT,CA91711     		N/A 509(a)(1) Residential Life Campaign 5,000
    PLANNED PARENTHOOD FEDERATION OF AM
    434 W 33RD ST
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 2,500
    PLANNED PARENTHOOD LOS ANGELES
    400 W 30TH ST
    LOS ANGELES,CA90007     		N/A 509(a)(1) General Unrestricted 500
    PRESIDENT FELLOWS OF MIDDLEBURY C
    5 COURT ST
    MIDDLEBURY,VT05753     		N/A 509(a)(1) General Unrestricted 1,800
    PROSPECT PARK ALLIANCE INC
    95 PROSPECT PARK W
    BROOKLYN,NY11215     		N/A 509(a)(1) Lakeside Project 5,000
    PUPPIES BEHIND BARS INC
    10 E 40TH ST FL 19
    NEW YORK,NY10016     		N/A 509(a)(1) General Unrestricted 250
    RAINFOREST ACTION NETWORK
    221 PINE ST
    SAN FRANCISCO,CA94104     		N/A 509(a)(1) General Unrestricted 500
    SAN FRANCISCO CHILD ABUSE PREVENTIO
    1757 WALLER ST
    SAN FRANCISCO,CA94117     		N/A 509(a)(1) General Unrestricted 1,000
    SAN FRANCISCO WALDORF SCHOOL ASSOCI
    2938 WASHINGTON ST
    SAN FRANCISCO,CA94115     		N/A 509(a)(1) General Unrestricted 1,000
    SANCTUARY HOUSE OF SANTA BARBARA IN
    PO BOX 551
    SANTA BARBARA,CA93102     		N/A 509(a)(1) General Unrestricted 1,000
    SANTA MONICA MOUNTAINS CONSERVANCY
    5750 RAMIREZ CANYON RD
    MALIBU,CA90265     		N/A 509(a)(1) General Unrestricted 1,000
    SANTA MONICA MUSEUM OF ART
    2525 MICHIGAN AVE BLDG G-1
    SANTA MONICA,CA90404     		N/A 509(a)(1) General Unrestricted 1,250
    SECOND PRESBYTERIAN CHURCH
    5 N 5TH ST
    RICHMOND,VA23219     		N/A 509(a)(1) General Unrestricted 15,000
    SECOND PRESBYTERIAN CHURCH
    5 N 5TH ST
    RICHMOND,VA23219     		N/A 509(a)(1) Music Program 1,000
    SEMPERVIRENS FUND
    2483 OLD MIDDLEFIELD WAY STE 110
    MOUNTAIN VIEW,CA94043     		N/A 509(a)(1) General Unrestricted 500
    SHIMER COLLEGE
    3424 S STATE ST FL 2
    CHICAGO,IL60616     		N/A 509(a)(1) General Unrestricted 20,600
    SIERRA CLUB FOUNDATION
    85 2ND ST
    SAN FRANCISCO,CA94105     		N/A 509(a)(1) General Unrestricted 4,500
    SMILE TRAIN INC
    41 MADISON AVE FL 28
    NEW YORK,NY10010     		N/A 509(a)(1) General Unrestricted 500
    SPECTATOR PUBLISHING COMPANY INC
    2875 BROADWAY STE 3
    NEW YORK,NY10025     		N/A 509(a)(2) General Unrestricted 1,000
    ST ANDREWS SCHOOL
    227 S CHERRY ST
    RICHMOND,VA23220     		N/A 509(a)(1) General Unrestricted 1,000
    ST CHRISTOPHERS SCHOOL FOUNDATION
    711 ST CHRISTOPHERS RD
    RICHMOND,VA23226     		N/A 509(a)(1) General Unrestricted 1,000
    SWEET BRIAR INSTITUTE
    PO BOX 1051
    SWEET BRIAR,VA24595     		N/A 509(a)(1) General Unrestricted 1,000
    THE COMMUNITY FOUNDATION INC
    7501 BOULDER VIEW DR STE 110
    RICHMOND,VA23225     		N/A 509(a)(1) Public Art Fund 1,000
    THE COMMUNITY FOUNDATION OF WESTERN
    PO BOX 1888
    ASHEVILLE,NC28802     		N/A 509(a)(1) General Unrestricted 500
    THE NATIONAL MILITARY FAMILY ASSOCI
    2500 N VAN DORN ST STE 102
    ALEXANDRIA,VA22302     		N/A 509(a)(1) General Unrestricted 250
    THE NATIONAL ORGANIZATION FOR WOMEN
    1100 H ST NW
    WASHINGTON,DC20005     		N/A 509(a)(1) General Unrestricted 500
    THE OJAI VALLEY LAND CONSERVANCY
    PO BOX 1092
    OJAI,CA93024     		N/A 509(a)(1) General Unrestricted 1,250
    THE SMILE TRAIN
    245 5TH AVE STE 2201
    NEW YORK,NY10016     		N/A 509(a)(1) General Unrestricted 750
    THE UCLA FOUNDATION
    10920 WILSHIRE BLVD STE 900
    LOS ANGELES,CA90024     		N/A 509(a)(1) The Rock Art Lab 1,000
    THE V FOUNDATION
    106 TOWERVIEW CT
    CARY,NC27513     		N/A 509(a)(1) General Unrestricted 250
    THE VISUAL ARTS CENTER OF RICHMOND
    1812 W MAIN ST
    RICHMOND,VA23220     		N/A 509(a)(1) General Unrestricted 3,000
    THEATER 150
    PO BOX 925
    OJAI,CA93024     		N/A 509(a)(2) Summer Shakespeare Festival Project 1,000
    THUMPINGTAILS ANIMAL RESCUE
    PO BOX 1992
    STUDIO CITY,CA91614     		N/A 509(a)(1) General Unrestricted 500
    TREEPEOPLE INC
    12601 MULHOLLAND DR
    BEVERLY HILLS,CA90210     		N/A 509(a)(1) General Unrestricted 500
    UNITED WAY OF ASHEVILLE BUNCOMBE
    50 S FRENCH BROAD AVE
    ASHEVILLE,NC28801     		N/A 509(a)(1) General Unrestricted 500
    UNIVERSITY OF NORTH CAROLINA AT ASH
    320 OWEN HALL CPO 1800 1 UNIVERERSI
    ASHEVILLE,NC28804     		N/A 509(a)(1) General Unrestricted 100
    UNIVERSITY OF VERMONT
    ALUMNI RELATIONS GRASSE MOUNT
    BURLINGTON,VT05401     		N/A 509(a)(1) UVM Fund 1,500
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53708     		N/A 509(a)(1) School of Education for Excellence And The Department of History 2,000
    VIRGINIA FOUNDATION FOR ARCHITECTUR
    2501 MONUMENT AVE
    RICHMOND,VA23220     		N/A 509(a)(1) General Unrestricted 5,000
    VIRGINIA FOUNDATION FOR ARCHITECTUR
    2501 MONUMENT AVE
    RICHMOND,VA23220     		N/A 509(a)(1) Capital Campaign 5,000
    VIRGINIA LEAGUE FOR PLANNED PARENTH
    201 N HAMILTON ST
    RICHMOND,VA23221     		N/A 509(a)(1) General Unrestricted 2,000
    WESTSIDE CHILDRENS CENTER INC
    12120 WAGNER ST
    CULVER CITY,CA90230     		N/A 509(a)(1) General Unrestricted 500
    WILLIAM BYRD COMMUNITY HOUSE
    224 S CHERRY ST
    RICHMOND,VA23220     		N/A 509(a)(1) Farmlet Initiative 1,000
    WISCONSIN HISTORY FOUNDATION INC
    816 STATE ST
    MADISON,WI53706     		N/A 509(a)(2) General Unrestricted 500
    WOMEN'S CENTER OF FAYETTEVILLE
    230 HAY ST
    FAYETTEVILLE,NC28301     		N/A 509(a)(1) General Unrestricted 250
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A 509(a)(1) General Unrestricted 500
    YOUNG WOMENS CHRISTIAN ASSOCIATION
    6 N 5TH ST
    RICHMOND,VA23219     		N/A 509(a)(1) General Unrestricted 2,500
    Total .................................bullet 3a 241,700
    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 13  
    4 Dividends and interest from securities....     14 31,280  
    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 -10,441  
    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)..   20,852  
    13Total. Add line 12, columns (b), (d), and (e)...................
    1320,852
    (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: 1492


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 GeneralExplanationAttachment
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Software ID:10000149
    Software Version:2010.2.15
    Identifier Return Reference Explanation

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Software ID:10000149
    Software Version:2010.2.15
    Name of Stock End of Year Book Value End of Year Fair Market Value
    640 shares of ABB LTD. ABB 19,087 14,368
    150 shares of ABERCROMBIE FITCH ANF 11,482 8,645
    150 shares of ALCON INC ACL 22,928 24,510
    150 shares of ALLEGHENY TECH NEW ATI 14,894 8,277
    200 shares of AMERICA MOVIL SA AMX 12,445 11,468
    330 shares of AMERICAN EXPRESS CO AXP 19,693 14,164
    235 shares of APPLE INC. AAPL 44,168 75,802
    940 shares of ATT CORP COM NEW T 33,401 27,617
    745 shares of BANK OF AMERICA CORP BAC 34,914 9,938
    170 shares of BARD C R INC. BCR 14,067 15,601
    300 shares of BAXTER INTERNATIONAL INC. BAX 17,705 15,186
    10616 shares of BLACKROCK HIGH YIELD BOND INSTITUTIONAL CLASS BHYIX 81,038 81,316
    1130 shares of CISCO SYSTEMS INC CSCO 22,874 22,860
    545 shares of CITIGROUP INC C 26,520 2,578
    300 shares of COACH INC COH 10,798 16,593
    425 shares of COCA-COLA CO KO 26,055 27,952
    8967 shares of DODGE COX FUNDS INTERNATIONAL STOCK FUND DODFX 411,164 320,208
    235 shares of EXELON CORPORATION EXC 14,282 9,785
    1054 shares of EXXON MOBIL CORP XOM 37,914 77,068
    275 shares of FACTSET RESH SYST INC. FDS 18,864 25,784
    275 shares of FIRST ENERGY CORP FE 18,965 10,181
    150 shares of FRANKLIN RES INC BEN 19,033 16,682
    215 shares of GEN DYNAMICS CP GD 19,424 15,256
    960 shares of GENERAL ELECTRIC CO GE 28,597 17,558
    525 shares of GENERAL MILLS INC GIS 15,071 18,685
    415 shares of GILEAD SCIENCES INC GILD 19,042 15,040
    160 shares of GOLDMAN SACHS GROUP GS 38,700 26,906
    255 shares of GOODRICH CORPORATION GR 12,170 22,458
    680 shares of HEWLETT PACKARD CO HPQ 34,940 28,628
    510 shares of INTEL CORP INTC 9,544 10,725
    395 shares of JOHNSON JOHNSON JNJ 24,555 24,431
    545 shares of JP MORGAN CHASE CO JPM 24,642 23,119
    150 shares of LOCKHEED MARTIN CORP LMT 16,559 10,487
    320 shares of MCDONALDS CORP MCD 18,978 24,563
    395 shares of MEDCO HEALTH SOLUTIONS INC. MHS 19,066 24,202
    385 shares of MERCK CO INC. MRK 22,318 13,875
    200 shares of METLIFE INC. MET 13,223 8,888
    1195 shares of MICROSOFT CORPORATION MSFT 30,992 33,352
    915 shares of NEWS CORP LTD CL A NWSA 19,640 13,322
    365 shares of NIKE INC-CL B NKE 15,707 31,178
    200 shares of NORTHERN TRUST CORPORATION NTRS 14,603 11,082
    620 shares of NVIDIA CORP NVDA 21,740 9,548
    415 shares of OMNICOM GROUP OMC 20,789 19,007
    1320 shares of ORACLE CORP ORCL 21,157 41,316
    365 shares of PEPSICO INC PEP 22,275 23,845
    972 shares of PFIZER INC. PFE 5,335 17,020
    6995 shares of PNC SMALL CAP CORE I PPCIX 82,303 83,241
    235 shares of PRAXAIR INC. PX 19,781 22,435
    115 shares of PRECISION CASTPARTS PCP 17,174 16,009
    450 shares of PROCTER GAMBLE CO PG 22,508 28,949
    375 shares of QUALCOMM INC QCOM 12,709 18,559
    180 shares of ROCKWELL COLLINS INC COL 13,526 10,487
    465 shares of SCHLUMBERGER LTD SLB 27,802 38,828
    225 shares of TEXTRON INC. TXT 15,480 5,319
    136 shares of TRANSOCEAN LTD. RIG 17,125 9,453
    215 shares of UNITED TECHNOLOGIES CORP UTX 1,187 16,925
    255 shares of WAL-MART STORES INC. WMT 11,354 13,752
    415 shares of WALT DISNEY HOLDINGS CO. DIS 14,125 15,567
    215 shares of WELLPOINT INC WLP 17,070 12,225

    TY 2010 OtherExpensesSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    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 6,717     6,717
    Bank Charges 7 7    


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 1,117 1,117    


    TY 2010 TaxesSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2010 300 0 0 0
    Foreign Tax Paid 64 64 0 0