Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)PO DRAWER 913   Room/suite
City or town, state, and ZIP code
BRYAN, TX77805
A Employer identification number

31-6652642
B Telephone number (see page 10 of the instructions)

(979) 776-3267
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$691,121
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 20,403 20,403  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,554
b Gross sales price for all assets on line 6a 265,132
7 Capital gain net income (from Part IV, line 2)... 14,554
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)....... 32 32  
12 Total. Add lines 1 through 11........ 34,989 34,989  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,561 0   1,561
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 9,765 7,589   2,176
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,326 7,589   3,737
25 Contributions, gifts, grants paid........ 24,200 24,200
26 Total expenses and disbursements. Add lines 24 and 25 35,526 7,589   27,937
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -537
b Net investment income (if negative, enter -0-) 27,400
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.......... 25,272 31,547 31,547
3 Accounts receivable bullet785
Less: allowance for doubtful accounts bullet   408 785 785
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)........ 70,546 Click to see attachment48,292 63,056
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)........... 547,643 Click to see attachment563,461 595,733
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) 643,869 644,085 691,121
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 643,869 644,085
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 643,869 644,085
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 643,869 644,085
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)............... 1 643,869
2 Enter amount from Part I, line 27a...................... 2 -537
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,059
4 Add lines 1, 2, and 3.......................... 4 644,391
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 306
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 644,085
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 ABBOTT LABORATORIES   2004-04-06 2010-02-03
b ABBOTT LABORATORIES   2004-04-06 2010-04-29
c AFLAC INC   2006-08-21 2010-02-03
d AFLAC INC   2006-08-21 2010-04-29
e APACHE CORPORATION   2009-10-06 2010-04-29
APOLLO GROUP INC   2010-04-20 2010-12-08
APPLE COMPUTER   2008-10-01 2010-04-29
APPLE COMPUTER   2008-11-21 2010-09-27
APPLE COMPUTER   2008-11-21 2010-04-29
BAKER HUGHES   2008-08-21 2010-02-03
BAKER HUGHES   2008-08-21 2010-04-29
BANK OF NEW YORK MELLON   2004-11-11 2010-02-03
BANK OF NEW YORK MELLON   2004-11-11 2010-04-29
BERKSHIRE HATHAWAY   2010-02-03 2010-04-29
CAPITAL ONE FINANCIAL   2008-08-21 2010-02-03
CAPITAL ONE FINANCIAL   2009-09-01 2010-04-29
CAPITAL ONE FINANCIAL   2008-08-21 2010-04-29
CARNIVAL CORP.   2002-11-20 2010-04-29
CARNIVAL CORP.   2003-04-22 2010-05-14
CARNIVAL CORP.   2003-04-22 2010-04-29
CHEVRON CORP.   2003-06-11 2010-04-29
COMCAST CORP.   2006-08-21 2010-02-03
COMCAST CORP.   2006-08-21 2010-03-23
COMCAST CORP.   2006-08-21 2010-04-29
COMCAST CORP.   2006-08-21 2010-05-14
COMCAST CORP.   2006-08-21 2010-10-06
CONOCOPHILLIPS   2006-08-21 2010-04-29
COOPER INDUSTRIES PLC NEW IRELAND   2008-08-21 2010-02-03
COOPER INDUSTRIES PLC NEW IRELAND   2008-08-21 2010-04-29
CREDIT SUISSE COMM RT ST   2010-10-08 2010-11-19
CVS/CAREMARK CORP.   2003-02-11 2010-02-03
CVS/CAREMARK CORP.   2003-02-11 2010-04-29
DIAGEO PLC   2008-08-21 2010-02-03
DIAGEO PLC   2009-09-01 2010-02-03
DIAGEO PLC   2009-09-01 2010-04-29
E M C CORP   2004-07-06 2010-02-03
E M C CORP   2004-07-06 2010-04-29
ECOLAB INC   2008-11-18 2010-02-03
ECOLAB INC   2010-03-23 2010-04-29
FISERV INC   2009-02-09 2010-02-03
FISERV INC   2009-02-09 2010-04-29
FPL GROUP   2006-08-21 2010-04-29
GENERAL ELECTRIC   2002-11-20 2010-02-03
GENERAL ELECTRIC   2002-11-20 2010-03-23
HARSCO CORP   2008-08-21 2010-02-03
HARSCO CORP   2008-08-21 2010-04-29
HARSCO CORP   2008-08-21 2010-08-25
HEWLETT PACKARD   2008-08-21 2010-02-03
HEWLETT PACKARD   2008-08-21 2010-04-29
HUSSMAN STRATEGIC GROWTH FUND   2009-11-10 2010-07-21
INTEL   2002-11-20 2010-02-03
INTEL   2002-11-20 2010-04-29
IRON MOUNTAIN   2006-08-21 2010-02-03
IRON MOUNTAIN   2006-08-21 2010-04-29
ISHARES IBOXX $ INV GR CORP BD FD   2010-04-29 2010-07-21
ISHARES IBOXX $ INV GR CORP BD FD   2010-04-29 2010-10-06
ISHARES MSCI EAFE   2009-11-10 2010-04-29
ISHARES MSCI EAFE   2009-11-10 2010-10-06
ISHARES S&P 500 INDEX FUND   2010-04-29 2010-10-06
ISHARES S&P 500 INDEX FUND   2009-11-10 2010-11-19
ISHARES S&P 500 INDEX FUND   2010-04-29 2010-11-19
ISHARES S&P 500 INDEX FUND   2010-02-03 2010-11-19
ISHARES S&P MIDCAP 400 GROWTH   2010-02-03 2010-04-29
ISHARES S&P MIDCAP 400 GROWTH   2010-02-03 2010-10-06
ISHARES S&P MIDCAP 400 GROWTH   2010-02-03 2010-11-19
ISHARES S&P MIDCAP 400 GROWTH   2010-07-21 2010-10-06
ISHARES S&P MIDCAP 400 VALUE   2010-02-03 2010-04-29
ISHARES S&P MIDCAP 400 VALUE   2010-02-03 2010-11-19
ISHARES TR S&P MIDCAP 400 ID FD   2009-11-10 2010-02-03
ISHARES TR SMALLCAP 600 INDEX FD   2009-11-10 2010-02-03
ISHARES TR SMALLCAP 600 INDEX FD   2009-11-10 2010-04-29
ISHARES TR SMALLCAP 600 INDEX FD   2010-07-21 2010-10-06
ISHARES TR SMALLCAP 600 INDEX FD   2010-07-21 2010-11-19
ISHARES TR SMALLCAP 600 INDEX FD   2009-11-10 2010-11-19
JOHNSON & JOHNSON   2003-06-11 2010-02-03
JOHNSON & JOHNSON   2003-06-11 2010-04-29
JP MORGAN CHASE   2010-01-25 2010-02-03
JP MORGAN CHASE   2010-01-25 2010-04-29
JP MORGAN CHASE   2008-11-25 2010-04-29
KRAFT FOODS   2010-03-23 2010-04-29
L-3 COMMUNICATIONS   2006-08-21 2010-04-29
L-3 COMMUNICATIONS   2006-08-21 2010-12-15
MERGER FD SH BEN INT   2010-05-03 2010-07-21
MICROSOFT   2003-06-11 2010-02-03
MICROSOFT   2003-06-11 2010-04-29
MICROSOFT   2003-06-11 2010-06-04
MORGAN STANLEY   2009-04-22 2010-04-29
MORGAN STANLEY   2009-04-22 2010-12-08
NESTLE   2006-08-21 2010-02-03
NESTLE   2006-08-21 2010-04-29
NESTLE   2006-08-21 2010-12-08
NOVARTIS AG   2008-08-21 2010-04-29
PETROLEO BRASILEIRO   2006-08-21 2010-04-29
PETROLEO BRASILEIRO   2006-08-21 2010-11-04
PFIZER   2005-07-20 2010-02-03
PFIZER   2005-07-20 2010-04-20
PFIZER   2006-08-21 2010-04-20
POWERSHARES DB COMMODITY INDEX   2009-11-10 2010-02-03
POWERSHARES DB COMMODITY INDEX   2009-11-10 2010-04-29
POWERSHARES DB COMMODITY INDEX   2009-11-10 2010-10-06
POWERSHARES DB COMMODITY INDEX   2010-07-21 2010-10-06
PROCTER & GAMBLE   2010-03-23 2010-04-29
QUEST DIAGNOSTICS   2002-12-16 2010-04-29
QUEST DIAGNOSTICS   2003-04-22 2010-06-04
QUEST DIAGNOSTICS   2002-12-16 2010-06-04
RIDGEWORTH SEIX HY BD   2009-11-10 2010-02-03
RIDGEWORTH SEIX HY BD   2010-05-03 2010-07-21
RIDGEWORTH SEIX HY BD   2010-05-03 2010-10-06
RIDGEWORTH SEIX HY BD   2010-05-03 2010-11-19
RIDGEWORTH SEIX HY BD   2009-11-10 2010-11-19
SCHLUMBERGER   2008-10-13 2010-04-29
SPDR DJ WILSHIRE INTERNATIONAL REAL   2009-11-10 2010-04-29
SPDR DJ WILSHIRE INTERNATIONAL REAL   2009-11-10 2010-10-06
SPDR DJ WILSHIRE INTERNATIONAL REAL   2009-11-10 2010-11-19
SYSCO CORP   2006-08-21 2010-01-25
SYSCO CORP   2006-08-21 2010-02-03
SYSCO CORP   2006-08-21 2010-03-10
TARGET   2003-06-11 2010-02-03
TARGET   2003-06-11 2010-04-20
TARGET   2003-06-11 2010-04-29
TARGET   2003-04-22 2010-04-29
TEMPLETON GLOBAL BOND FD   2009-11-10 2010-04-29
TEMPLETON GLOBAL BOND FD   2009-11-10 2010-07-21
TEMPLETON GLOBAL BOND FD   2010-02-05 2010-10-06
TEMPLETON GLOBAL BOND FD   2009-11-10 2010-10-06
TEVA PHARMACEUTICAL   2010-04-20 2010-04-29
THERMO FISHER SCIENTIFIC   2009-07-15 2010-04-29
TRACTOR SUPPLY CO   2008-08-21 2010-02-03
TRACTOR SUPPLY CO   2008-08-21 2010-04-20
TRACTOR SUPPLY CO   2008-08-21 2010-04-29
TRACTOR SUPPLY CO   2008-08-21 2010-08-26
TRAVELERS COS   2003-06-11 2010-04-29
TRAVELERS COS   2003-06-11 2010-07-02
TRAVELERS COS   2003-04-22 2010-07-02
UNITEDHEALTH GROUP   2008-08-21 2010-02-03
UNITEDHEALTH GROUP   2008-08-21 2010-04-29
VANGUARD BD INDEX FD   2010-02-03 2010-07-21
VANGUARD BD INDEX FD   2009-11-10 2010-10-06
VANGUARD BD INDEX FD   2010-02-03 2010-10-06
VANGUARD BD INDEX FD   2010-04-29 2010-10-06
VANGUARD EMERGING MARKETS ETF   2009-11-10 2010-04-29
VANGUARD EMERGING MARKETS ETF   2010-07-21 2010-11-19
VANGUARD INTERMEDIATE TERM B   2009-11-10 2010-02-03
VANGUARD INTERMEDIATE TERM B   2009-11-10 2010-04-29
VANGUARD INTERMEDIATE TERM B   2009-11-10 2010-07-21
VANGUARD INTERMEDIATE TERM B   2009-11-10 2010-10-06
VANGUARD REIT VIPER   2004-06-09 2010-02-03
VANGUARD REIT VIPER   2004-06-09 2010-04-29
VANGUARD REIT VIPER   2010-07-21 2010-10-06
VANGUARD REIT VIPER   2004-06-09 2010-10-06
VISA INC   2009-02-09 2010-04-29
VODAFONE GROUP   2006-08-21 2010-02-03
VODAFONE GROUP   2006-08-21 2010-04-29
WALT DISNEY   2006-08-21 2010-02-03
WALT DISNEY   2006-08-21 2010-04-20
WALT DISNEY   2006-08-21 2010-04-29
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 325   241 84
b 403   322 81
c 356   304 52
d 612   521 91
e 639   571 68
711   1,237 -526
1,049   447 602
294   81 213
262   81 181
236   407 -171
521   815 -294
261   317 -56
314   352 -38
389   376 13
222   241 -19
178   144 34
222   201 21
254   164 90
271   188 83
296   188 108
814   374 440
294   416 -122
373   485 -112
514   624 -110
265   346 -81
89   115 -26
597   669 -72
315   324 -9
452   416 36
1,832   1,836 -4
328   126 202
637   214 423
67   73 -6
269   248 21
482   435 47
222   133 89
411   214 197
268   201 67
383   345 38
234   182 52
378   255 123
459   395 64
84   122 -38
653   881 -228
187   318 -131
165   265 -100
485   1,272 -787
291   276 15
529   460 69
2,149   2,087 62
257   246 11
422   341 81
186   210 -24
407   393 14
1,744   1,709 35
2,602   2,457 145
2,851   2,919 -68
4,180   4,154 26
1,862   1,931 -69
2,284   2,086 198
721   724 -3
8,173   7,526 647
1,874   1,612 262
266   230 36
844   691 153
533   486 47
1,364   1,183 181
668   591 77
24,837   23,974 863
486   463 23
3,648   2,931 717
542   505 37
505   449 56
1,388   1,131 257
318   262 56
522   419 103
525   516 9
482   437 45
44   29 15
239   239 0
948   728 220
1,400   1,455 -55
674   676 -2
338   297 41
646   520 126
548   520 28
368   278 90
643   580 63
337   232 105
535   364 171
280   165 115
460   500 -40
295   162 133
534   348 186
224   325 -101
403   651 -248
924   1,475 -551
803   819 -16
509   506 3
23,217   22,755 462
1,818   1,647 171
309   320 -11
513   262 251
835   453 382
157   87 70
630   619 11
687   699 -12
675   660 15
433   421 12
1,103   1,020 83
362   315 47
318   324 -6
1,631   1,475 156
509   468 41
416   450 -34
168   180 -12
973   1,020 -47
304   224 80
451   299 152
228   149 79
228   131 97
598   558 40
26,983   26,319 664
182   166 16
27,957   25,802 2,155
351   376 -25
453   320 133
263   202 61
481   283 198
339   202 137
1,086   646 440
562   404 158
731   551 180
292   218 74
272   241 31
402   392 10
10,383   10,258 125
13,488   13,213 275
3,188   3,125 63
7,193   7,050 143
1,395   1,342 53
845   736 109
11,446   11,493 -47
4,919   4,903 16
2,270   2,170 100
4,533   4,179 354
1,294   1,316 -22
3,977   3,334 643
320   293 27
2,295   1,873 422
653   394 259
173   167 6
309   293 16
333   324 9
473   383 90
404   324 80
640     640
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       84
b       81
c       52
d       91
e       68
      -526
      602
      213
      181
      -171
      -294
      -56
      -38
      13
      -19
      34
      21
      90
      83
      108
      440
      -122
      -112
      -110
      -81
      -26
      -72
      -9
      36
      -4
      202
      423
      -6
      21
      47
      89
      197
      67
      38
      52
      123
      64
      -38
      -228
      -131
      -100
      -787
      15
      69
      62
      11
      81
      -24
      14
      35
      145
      -68
      26
      -69
      198
      -3
      647
      262
      36
      153
      47
      181
      77
      863
      23
      717
      37
      56
      257
      56
      103
      9
      45
      15
      0
      220
      -55
      -2
      41
      126
      28
      90
      63
      105
      171
      115
      -40
      133
      186
      -101
      -248
      -551
      -16
      3
      462
      171
      -11
      251
      382
      70
      11
      -12
      15
      12
      83
      47
      -6
      156
      41
      -34
      -12
      -47
      80
      152
      79
      97
      40
      664
      16
      2,155
      -25
      133
      61
      198
      137
      440
      158
      180
      74
      31
      10
      125
      275
      63
      143
      53
      109
      -47
      16
      100
      354
      -22
      643
      27
      422
      259
      6
      16
      9
      90
      80
      640
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 14,554
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 24,681 587,658 0.041999
2008 39,721 706,043 0.056259
2007 35,000 796,547 0.043940
2006 31,700 750,186 0.042256
2005 54,275 735,875 0.073756
2 Total of line 1, column (d) ...................... 2 0.258210
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.051642
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 658,247
5 Multiply line 4 by line 3....................... 5 33,993
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 274
7 Add lines 5 and 6......................... 7 34,267
8 Enter qualifying distributions from Part XII, line 4.............. 8 27,937
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 1 548
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 548
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 548
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 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.............. 7 300
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 9 248
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletTX
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK TRUST DEPARTMENT Telephone no.bullet (979) 776-3267
    Located atbulletPO DRAWER 913BRYANTX ZIP+4bullet77805
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    WELLS FARGO BANK NA TRUSTEE
    4.00
    0 0 0
    PO DRAWER 913
    BRYAN,TX77805
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    642,266
    b
    Average of monthly cash balances.......................
    1b
    26,005
    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
    668,271
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    668,271
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    10,024
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    658,247
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    32,912
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    32,912
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    548
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    548
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    32,364
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    32,364
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    27,937
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    27,937
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    27,937
    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 32,364
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 2,235
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 27,937
    a Applied to 2009, but not more than line 2a 2,235
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 25,702
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    6,662
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    WELLS FARGO BANK TRUST DEPARTMENT
    PO DRAWER 913
    BRYAN,TX77805
    (979) 776-3267
    bThe form in which applications should be submitted and information and materials they should include:
    ORGANIZATIONS ARE TO SUBMIT REQUESTS ON BANK TRUST DEPARTMENT'S GRANT APPLICATION.
    cAny submission deadlines:
    JULY 31 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO CHARITABLE ORGANIZATIONS IN THE BRAZOS COUNTY, TX AREA
    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
    A&M UNITED METHODIST CHURCH
    417 UNIVERSITY DRIVE
    COLLEGE STATION,TX77845
      CHARITY FOR CHARITABLE PURPOSES 6,700
    BRAZOS COUNTY UNITED WAY
    PO BOX 3802
    BRYAN,TX77805
      CHARITY FOR CHARITABLE PURPOSES 1,000
    BRAZOS VALLEY REHABILITATION CENTER
    1318 MEMORIAL DRIVE
    BRYAN,TX77802
      CHARITY FOR CHARITABLE PURPOSES 3,000
    CRESTVIEW METHODIST RETIREMENT CENTER
    2505 VILLA MARIA RD
    BRYAN,TX77802
      CHARITY FOR CHARITABLE PURPOSES 1,000
    HEALTH FOR ALL
    214 N MAIN
    BRYAN,TX77803
      CHARITY FOR CHARITABLE PURPOSES 7,000
    ST JOSEPH REGIONAL HEALTH CENTER
    2801 FRANCISCAN DRIVE
    BRYAN,TX77802
      CHARITY FOR CHARITABLE PURPOSES 500
    TWIN CITY MISSION
    PO BOX 3490
    BRYAN,TX77805
      CHARITY FOR CHARITABLE PURPOSES 3,000
    VOICES FOR CHILDREN
    115 NORTH MAIN STREET
    BRYAN,TX77803
      CHARITY FOR CHARITABLE PURPOSES 2,000
    Total .................................bullet 3a 24,200
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 20,403  
    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.....     14 32  
    8Gain or (loss) from sales of assets other than inventory     18 14,554  
    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).. 0 34,989 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1334,989
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,561 0   1,561

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 1,471 1,467
    ABBOTT LABS 1,086 1,294
    AFFILIATED MANAGERS GROUP INC 1,032 1,687
    AFLAC INC 1,605 2,088
    APACHE CORP 1,047 1,312
    APPLE INC 812 3,226
    BAKER HUGHES INC 2,444 1,715
    BANK NEW YORK MELLON CORP 1,312 1,268
    BERKSHIRE HATHAWAY 1,053 1,122
    BHP BILLITON LIMITED 891 929
    CAPITAL ONE FINANCIAL CORP 933 1,107
    CARNIVAL CORP 535 1,014
    CHEVRON CORP 690 1,734
    COMCAST CORP CLASS A 1,448 1,406
    CONOCOPHILLIPS 1,338 1,362
    COOPER INDS PLC NEW IRELAND 1,387 1,749
    CVS/CAREMARK CORP 606 1,739
    DIAGEO PLC 1,203 1,784
    ECOLAB INC 915 1,361
    EMC CORP MASS 782 1,626
    FISERV INC 837 1,347
    GOLDMAN SACHS GROUP 810 841
    HEWLETT PACKARD CO 1,308 1,389
    INTEL CORP 1,176 1,346
    IRON MOUNTAIN INC 1,232 1,175
    JOHNSON & JOHNSON 1,363 1,608
    JP MORGAN CHASE & CO 942 1,697
    KOHLS 1,095 1,250
    KRAFT FOODS 896 945
    MICROSOFT CORP 1,140 1,312
    NESTLE S.A. REGISTERED SHARES 1,025 1,823
    NEXTERA ENERGY 834 988
    NOVARTIS AG - ADR 1,056 1,120
    ORACLE CORP 1,375 1,909
    PROCTER & GAMBLE 831 836
    SCHLUMBERGER LTD 1,274 1,587
    TARGET CORP 816 1,563
    TEVA PHARMACEUTICAL INDUSTRIES 1,341 1,303
    THERMO FISHER SCIENTIFIC INC 560 775
    UNION PACIFIC CORP 1,751 2,224
    UNITED HEALTH GROUP INC 1,146 1,372
    VISA INC 844 1,056
    VODAFONE GROUP PLC NEW 900 1,137
    WALT DISNEY CO 1,150 1,463

    TY 2010 InvestmentsOtherSchedule2
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CREDIT SUISSE COMMODITY RETURN STRAT AT COST 22,005 22,836
    DREYFUS EMERGING MARKETS DEBT LOC AT COST 15,101 14,547
    HUSSMAN STRATEGIC GROWTH FUND AT COST 20,835 19,793
    ISHARES MSCI EAFE AT COST 52,880 55,134
    ISHARES IBOXX$ INVESTMENT GRADE CORPORATE BD FD AT COST 25,038 25,700
    ISHARES S&P 500 INDEX FUND AT COST 19,747 22,725
    ISHARES S&P MIDCAP 400 GROWTH AT COST 10,594 13,899
    ISHARES S&P MIDCAP 400 VALUE AT COST 8,936 10,807
    VANGUARD EMERGING MARKETS INDEX FD AT COST 14,436 17,092
    ISHARES TR SMALLCAP 600 INDEX FUND AT COST 18,615 24,786
    LAUDUS MONDRIAN INTL FIXED INC FD AT COST 81,577 81,056
    MCGRAW HILL BOOK CO AT COST 1 0
    MERGER FD SH BEN INT AT COST 20,238 20,293
    RIDGEWORTH SEIX HIGH YIELD BOND FUND AT COST 37,517 40,482
    SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF AT COST 12,145 13,236
    UNDIVIDED MINERAL INTEREST AT COST 1 1
    VANGUARD BD INDEX FD INC AT COST 157,195 157,943
    VANGUARD INTERMEDIATE TERM B AT COST 22,905 23,510
    VANGUARD REIT VIPER AT COST 23,695 31,893

    TY 2010 OtherDecreasesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Description Amount
    COST BASIS ADJUSTMENT 189
    FORM 990-PF ES PAYMENT 117


    TY 2010 OtherExpensesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 8,704 6,528   2,176
    ADR FEES 2 2   0
    POWERSHARES DB COMMODITY INDEX TRACKING FUND K-1 1,059 1,059   0


    TY 2010 OtherIncomeSchedule2
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BOOK ROYALTY 32 32 32


    TY 2010 OtherIncreasesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN CHARITABLE TRUST
    EIN: 31-6652642
    Description Amount
    POWERSHARES DB COMMODITY INDEX TRACKING FUND K-1 1,059