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
THE ABELARD FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O INGRAM YUZEK 250 PARK AVENUE NO6 FLRoom/suite
City or town, state, and ZIP code
NEW YORK, NY10177
A Employer identification number

13-6064580
B Telephone number (see page 10 of the instructions)

(212) 819-8200
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,768,135J 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) 115,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 125,304 125,304  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,561
b Gross sales price for all assets on line 6a 2,084,752
7 Capital gain net income (from Part IV, line 2)... 19,561
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........ 259,865 144,865  
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)....... Click to see attachment 12,500 6,250   6,250
c Other professional fees (attach schedule).... Click to see attachment 160,609 71,109   89,500
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)....... Click to see attachment 2,157 0   2,157
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 175,266 77,359   97,907
25 Contributions, gifts, grants paid........ 318,334 318,334
26 Total expenses and disbursements. Add lines 24 and 25 493,600 77,359   416,241
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -233,735
b Net investment income (if negative, enter -0-) 67,506
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............... 876 676 676
2 Savings and temporary cash investments.......... 341,697 234,559 234,559
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)........ 4,620,122 Click to see attachment4,514,365 6,006,077
c Investments—corporate bonds (attach schedule)........ 544,006 Click to see attachment523,366 526,823
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) 5,506,701 5,272,966 6,768,135
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......... 5,957,394 5,957,394
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -450,693 -684,428
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,506,701 5,272,966
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,506,701 5,272,966
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 5,506,701
2 Enter amount from Part I, line 27a...................... 2 -233,735
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,272,966
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 5,272,966
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 ADOBE SYS INC - 200 SHS P 2009-10-15 2010-09-28
b ADOBE SYS INC - 100 SHS P 2009-10-15 2010-09-28
c ADOBE SYS INC - 100 SHS P 2009-10-15 2010-09-29
d AGILENT TECHNOLOGIES INC - 100 SHS P 2007-08-28 2010-02-11
e AGILENT TECHNOLOGIES INC - 100 SHS P 2007-09-07 2010-02-11
AGILENT TECHNOLOGIES INC - 100 SHS P 2007-09-12 2010-02-11
AGILENT TECHNOLOGIES INC - 100 SHS P 2007-10-17 2010-02-11
AGILENT TECHNOLOGIES INC - 100 SHS P 2008-02-20 2010-02-11
AGILENT TECHNOLOGIES INC - 100 SHS P 2008-02-21 2010-02-11
AGILENT TECHNOLOGIES INC - 300 SHS P 2008-02-19 2010-02-12
AGILENT TECHNOLOGIES INC - 200 SHS P 2008-02-19 2010-02-12
AGILENT TECHNOLOGIES INC - 100 SHS P 2004-09-09 2010-02-16
AGILENT TECHNOLOGIES INC - 100 SHS P 2008-02-19 2010-02-16
AGILENT TECHNOLOGIES INC - 100 SHS P 2008-02-19 2010-02-16
AIR LIQUIDE SA - 137 SHS P 2004-09-10 2010-04-14
AIR LIQUIDE SA - 2 SHS P 2004-09-10 2010-07-13
ALLIANZ SE - 100 SHS P 2009-05-28 2010-02-23
AMERICAN MED SYS HLDGS INC - 100 SHS P 2007-01-18 2010-02-09
AMERICAN MED SYS HLDGS INC - 100 SHS P 2007-01-18 2010-02-11
AMERICAN MED SYS HLDGS INC - 100 SHS P 2007-06-12 2010-02-16
AMERICAN MED SYS HLDGS INC - 100 SHS P 2007-06-12 2010-02-17
AON CORP - 100 SHS P 2010-03-30 2010-11-04
AON CORP - 100 SHS P 2010-03-29 2010-11-05
APPLE INC - 50 SHS P 2010-02-08 2010-04-28
ASML HLDG NV - 267 SHS P 2010-06-25 2010-07-19
ASML HLDG NV - 233 SHS P 2010-06-28 2010-07-19
AUSTRALIA & NEW ZEALAND BKG - 438 SHS P 2009-08-17 2010-02-18
BAE SYSTEMS - 1978 SHS P 2009-02-06 2010-04-20
BANCO SANTANDER SA - 233 SHS P 2009-10-08 2010-05-06
BANCO SANTANDER SA - 8 SHS P 2009-10-20 2010-05-06
BANCO SANTANDER SA - 393 SHS P 2009-10-08 2010-05-10
BANCO SANTANDER SA - 110 SHS P 2009-10-08 2010-05-11
BANCO SANTANDER SA - 41 SHS P 2009-10-08 2010-05-11
BARRICK GOLD CORP - 200 SHS P 2007-01-09 2010-01-27
BARRICK GOLD CORP - 200 SHS P 2009-07-23 2010-01-27
BARRICK GOLD CORP - 100 SHS P 2007-01-09 2010-01-28
BAXTER INTL INC - 100 SHS P 2008-01-09 2010-05-04
BAXTER INTL INC - 100 SHS P 2007-12-15 2010-05-05
BAXTER INTL INC - 100 SHS P 2008-01-09 2010-05-05
BAXTER INTL INC - 100 SHS P 2010-04-16 2010-05-05
BAXTER INTL INC - 100 SHS P 2007-07-23 2010-05-06
BAXTER INTL INC - 100 SHS P 2007-11-26 2010-05-06
BAXTER INTL INC - 100 SHS P 2007-07-23 2010-05-07
BAYER MOTOREN WERK - 100 SHS P 2009-03-16 2010-07-12
BAYER MOTOREN WERK - 200 SHS P 2009-05-29 2010-07-12
BERKSHIRE HATHAWAY INC DEL - 100 SHS P 2004-10-04 2010-07-02
BERKSHIRE HATHAWAY INC DEL - 150 SHS P 2004-10-04 2010-07-06
BILLABONG INTL LTD - 0.753 SHS P 2006-12-13 2010-04-28
BILLABONG INTL LTD - 0.753 SHS P 2006-12-07 2010-07-13
BILLABONG INTL LTD - 478.247 SHS P 2006-12-13 2010-07-13
BILLABONG INTL LTD - 221 SHS P 2006-12-06 2010-09-23
BILLABONG INTL LTD - 12 SHS P 2006-12-07 2010-09-23
BILLABONG INTL LTD - 288 SHS P 2006-12-13 2010-09-23
BILLABONG INTL LTD - 73 SHS P 2009-01-07 2010-09-23
BILLABONG INTL LTD - 112 SHS P 2009-03-12 2010-09-23
BILLABONG INTL LTD - 28 SHS P 2009-10-23 2010-09-23
BILLABONG INTL LTD - 29 SHS P 2010-04-22 2010-09-23
BILLABONG INTL LTD - 163 SHS P 2009-03-09 2010-09-28
BILLABONG INTL LTD - 285 SHS P 2009-03-11 2010-09-28
BILLABONG INTL LTD - 187 SHS P 2009-03-12 2010-09-28
BOUYGUES - 300 SHS P 2004-09-10 2010-12-02
BOUYGUES - 200 SHS P 2005-06-23 2010-12-02
BOUYGUES - 125 SHS P 2006-03-08 2010-12-02
BOUYGUES - 116 SHS P 2009-07-24 2010-12-02
CANADIAN NATURAL RESOURCES LTD - 100 SHS P 2009-07-23 2010-01-07
CANADIAN NATURAL RESOURCES LTD - 100 SHS P 2005-07-29 2010-01-20
CANADIAN NATURAL RESOURCES LTD - 100 SHS P 2009-07-23 2010-01-20
CANADIAN NATURAL RESOURCES LTD - 200 SHS P 2005-07-28 2010-01-21
CANADIAN NATURAL RESOURCES LTD - 100 SHS P 2005-07-28 2010-02-22
CANADIAN NATURAL RESOURCES LTD - 100 SHS P 2005-07-28 2010-02-23
CANADIAN NATURAL RESOURCES LTD - 100 SHS P 2008-11-24 2010-02-23
CARNIVAL CORP - 100 SHS P 2008-05-15 2010-10-26
CARNIVAL CORP - 100 SHS P 2008-03-05 2010-10-27
CARNIVAL CORP - 100 SHS P 2008-05-15 2010-10-27
CELGENE CORP - 100 SHS P 2008-07-28 2010-05-04
CELGENE CORP - 100 SHS P 2008-07-29 2010-05-05
CELGENE CORP - 100 SHS P 2008-07-30 2010-05-05
CERNER CORP - 100 SHS P 2007-02-12 2010-02-05
CERNER CORP - 100 SHS P 2007-01-19 2010-07-12
CERNER CORP - 100 SHS P 2008-05-15 2010-07-12
COCA COLA CO - 200 SHS P 2008-07-23 2010-02-05
COCA COLA CO - 200 SHS P 2005-10-17 2010-05-21
COCA COLA CO - 100 SHS P 2009-07-23 2010-05-21
COCA COLA CO - 100 SHS P 2009-07-29 2010-05-21
COCA-COLA AMATIL - 0.151 SHS P 2010-04-06 2010-04-13
COSTCO WHSL CORP NEW - 100 SHS P 2007-08-24 2010-01-14
CRH PLC - 0.391 SHS P 2009-07-24 2010-06-15
CRH PLC - 200 SHS P 2004-09-24 2010-09-22
CRH PLC - 200.391 SHS P 2008-10-29 2010-09-22
CRH PLC - 199.609 SHS P 2009-07-24 2010-09-22
CRH PLC - 199.609 SHS P 2008-10-29 2010-09-23
CRH PLC - 100 SHS P 2008-10-29 2010-09-23
CRH PLC - 0.391 SHS P 2008-10-29 2010-09-23
DAVITA INC - 100 SHS P 2004-09-09 2010-05-03
DAVITA INC - 100 SHS P 2005-01-18 2010-05-03
DAVITA INC - 100 SHS P 2007-02-27 2010-05-03
DAVITA INC - 100 SHS P 2004-09-09 2010-05-20
DAVITA INC - 100 SHS P 2004-09-09 2010-07-12
DAVITA INC - 100 SHS P 2004-09-09 2010-10-26
DBS GROUP HLDGS - 0.962 SHS P 2009-01-06 2010-10-27
DISNEY WALT CO - 200 SHS P 2007-01-19 2010-01-08
DISNEY WALT CO - 100 SHS P 2007-01-19 2010-01-08
DISNEY WALT CO - 100 SHS P 2009-07-23 2010-01-08
DISNEY WALT CO - 100 SHS P 2006-01-13 2010-01-25
DISNEY WALT CO - 100 SHS P 2006-01-13 2010-01-25
DISNEY WALT CO - 200 SHS P 2009-07-23 2010-01-25
DISNEY WALT CO - 200 SHS P 2006-01-09 2010-03-01
DISNEY WALT CO - 100 SHS P 2006-01-13 2010-03-01
ECOLAB INC - 100 SHS P 2009-07-23 2010-01-05
FRONTIER COMMUNICATIONS CORP - 0.016 SHS P 2010-01-08 2010-08-04
FRONTIER COMMUNICATIONS CORP - 96 SHS P 2010-01-08 2010-08-26
GOLDMAN SACHS GROUP INC - 100 SHS P 2008-03-13 2010-04-16
GOLDMAN SACHS GROUP INC - 50 SHS P 2008-03-13 2010-04-19
GOLDMAN SACHS GROUP INC - 25 SHS P 2008-03-18 2010-04-19
GOLDMAN SACHS GROUP INC - 75 SHS P 2009-07-23 2010-04-19
HANESBRANDS INC - 100 SHS P 2006-09-13 2010-01-08
HANESBRANDS INC - 100 SHS P 2006-09-11 2010-01-11
HANESBRANDS INC - 12 SHS P 2006-06-01 2010-01-14
HANESBRANDS INC - 3 SHS P 2006-06-01 2010-01-14
HANESBRANDS INC - 12 SHS P 2006-06-02 2010-01-14
HANESBRANDS INC - 12 SHS P 2006-06-26 2010-01-14
HANESBRANDS INC - 12 SHS P 2006-07-17 2010-01-14
HANESBRANDS INC - 12 SHS P 2006-07-25 2010-01-14
HANESBRANDS INC - 12 SHS P 2006-07-31 2010-01-14
HOLCIM LTD - 239 SHS P 2004-09-10 2010-01-08
HOLCIM LTD - 192 SHS P 2004-09-10 2010-10-06
HOLCIM LTD - 85 SHS P 2004-09-10 2010-10-07
HOLCIM LTD - 25 SHS P 2004-09-10 2010-10-07
HUDSON CITY BANCORP - 100 SHS P 2008-11-24 2010-09-21
HUDSON CITY BANCORP - 300 SHS P 2008-11-24 2010-09-22
ILLINOIS TOOL WKS INC - 150 SHS P 2004-09-09 2010-07-12
ILLINOIS TOOL WKS INC - 150 SHS P 2005-03-01 2010-07-12
INDUSTRIA DE DISENO TEXTIL S A - 102 SHS P 2009-08-18 2010-07-12
J P MORGAN CHASE & CO - 300 SHS P 2008-05-15 2010-04-20
JGC CORPORATION - 1000 SHS P 2008-10-22 2010-12-15
JOHNSON & JOHNSON - 100 SHS P 2009-05-19 2010-04-12
JOHNSON & JOHNSON - 200 SHS P 2009-10-29 2010-04-12
JOHNSON & JOHNSON - 200 SHS P 2009-05-18 2010-05-28
JOHNSON & JOHNSON - 100 SHS P 2009-05-18 2010-05-28
JOHNSON & JOHNSON - 100 SHS P 2009-05-18 2010-05-28
JOHNSON & JOHNSON - 300 SHS P 2009-05-19 2010-05-28
JUNIPER NETWORKS INC - 200 SHS P 2009-07-28 2010-07-12
JUNIPER NETWORKS INC - 200 SHS P 2010-02-19 2010-07-12
KRAFT FOODS INC - 100 SHS P 2004-09-09 2010-07-12
KRAFT FOODS INC - 300 SHS P 2007-12-18 2010-07-12
L'OREAL - 100 SHS P 2007-07-17 2010-08-02
L'OREAL - 100 SHS P 2007-07-24 2010-08-26
L'OREAL - 100 SHS P 2008-08-19 2010-10-12
LI NING CO LTD - 2500 SHS P 2010-01-26 2010-11-24
LI NING CO LTD - 1000 SHS P 2010-01-29 2010-11-24
LINDE AG - 61 SHS P 2009-08-05 2010-07-12
LINDE AG - 22 SHS P 2009-08-06 2010-07-12
LOWES COS INC - 200 SHS P 2006-05-25 2010-03-18
LVMH MOET HENNESSY - 87 SHS P 2009-08-17 2010-07-12
MCDONALDS CORP - 100 SHS P 2005-11-04 2010-03-03
MEDTRONIC INC - 300 SHS P 2006-03-14 2010-10-26
MEDTRONIC INC - 100 SHS P 2006-03-31 2010-11-23
MEDTRONIC INC - 100 SHS P 2008-05-15 2010-11-23
MERCK & CO INC - 100 SHS P 2009-07-23 2010-04-09
MERCK & CO INC - 200 SHS P 2009-11-20 2010-04-09
METRO AG - 100 SHS P 2009-05-19 2010-07-12
NATL AUSTRALIA BK - 474 SHS P 2009-08-25 2010-02-10
NATL AUSTRALIA BK - 180 SHS P 2009-08-17 2010-02-11
NATL AUSTRALIA BK - 241 SHS P 2009-08-21 2010-02-11
NATL AUSTRALIA BK - 69 SHS P 2009-08-25 2010-02-11
NESTLE SA - 54 SHS P 2004-09-10 2010-06-25
NESTLE SA - 164 SHS P 2009-07-24 2010-06-25
NOKIA (AB) OY - 548 SHS P 2009-05-13 2010-01-29
NOKIA (AB) OY - 129 SHS P 2009-05-14 2010-01-29
OMEGA PHARMA S A - 56 SHS P 2006-12-15 2010-04-19
OMEGA PHARMA S A - 7 SHS P 2008-08-04 2010-04-19
OMEGA PHARMA S A - 16 SHS P 2008-08-05 2010-04-19
OMEGA PHARMA S A - 42 SHS P 2008-08-22 2010-04-19
OMEGA PHARMA S A - 35 SHS P 2008-08-22 2010-04-19
OMEGA PHARMA S A - 13 SHS P 2008-07-28 2010-04-21
OMEGA PHARMA S A - 17 SHS P 2008-07-29 2010-04-21
OMEGA PHARMA S A - 19 SHS P 2008-08-01 2010-04-21
OMEGA PHARMA S A - 8 SHS P 2008-08-04 2010-04-21
OMEGA PHARMA S A - 16 SHS P 2008-08-20 2010-04-21
PAYCHEX INC - 200 SHS P 2007-05-04 2010-03-17
PAYCHEX INC - 300 SHS P 2007-05-08 2010-03-17
PAYCHEX INC - 100 SHS P 2007-05-08 2010-03-17
PAYCHEX INC - 100 SHS P 2007-05-04 2010-03-31
PAYCHEX INC - 200 SHS P 2007-05-04 2010-04-01
PAYCHEX INC - 100 SHS P 2007-05-04 2010-04-05
PAYCHEX INC - 200 SHS P 2008-04-03 2010-10-04
PAYCHEX INC - 100 SHS P 2008-04-04 2010-10-04
PAYCHEX INC - 100 SHS P 2009-07-23 2010-10-04
PAYCHEX INC - 100 SHS P 2009-07-23 2010-10-05
POTASH CORP OF SASKATCHEWAN INC - 50 SHS P 2004-12-10 2010-08-17
POTASH CORP OF SASKATCHEWAN INC - 50 SHS P 2004-12-10 2010-09-17
POTASH CORP SASK INC - 100 SHS P 2004-12-10 2010-09-16
PROCTER & GAMBLE CO - 100 SHS P 2010-04-15 2010-09-27
PROCTER & GAMBLE CO - 245 SHS P 2009-05-19 2010-09-28
PROCTER & GAMBLE CO - 155 SHS P 2009-05-20 2010-09-28
PROGRESSIVE CORP OHIO - 200 SHS P 2007-02-27 2010-10-04
PROGRESSIVE CORP OHIO - 200 SHS P 2007-03-02 2010-10-04
PSA PEUGEOT CITROEN SA - 100 SHS P 2008-02-28 2010-02-23
QANTAS AIRWAYS LTD - 2460 SHS P 2009-06-11 2010-05-06
QANTAS AIRWAYS LTD - 1543 SHS P 2009-06-11 2010-05-06
ROCHE HLDGS AG-GENUSSCHEIN - 79 SHS P 2007-05-07 2010-04-13
ROCHE HLDGS AG-GENUSSCHEIN - 19 SHS P 2007-05-07 2010-04-14
ROCHE HLDGS AG-GENUSSCHEIN - 38 SHS P 2007-05-07 2010-07-28
ROCHE HLDGS AG-GENUSSCHEIN - 54 SHS P 2008-02-05 2010-07-28
ROCHE HLDGS AG-GENUSSCHEIN - 22 SHS P 2008-06-30 2010-07-28
ROCHE HLDGS AG-GENUSSCHEIN - 44 SHS P 2008-06-30 2010-08-19
ROCHE HLDGS AG-GENUSSCHEIN - 31 SHS P 2008-05-15 2010-09-22
ROCHE HLDGS AG-GENUSSCHEIN - 26 SHS P 2008-06-30 2010-09-22
ROCHE HLDGS AG-GENUSSCHEIN - 51 SHS P 2008-08-19 2010-09-22
ROCHE HLDGS AG-GENUSSCHEIN - 16 SHS P 2008-09-04 2010-09-22
ROCHE HLDGS AG-GENUSSCHEIN - 22 SHS P 2009-05-04 2010-09-22
ROCHE HLDGS AG-GENUSSCHEIN - 37 SHS P 2009-07-24 2010-09-22
ROCHE HLDGS AG-GENUSSCHEIN - 32 SHS P 2010-02-18 2010-09-22
ROYAL DUTCH SHELL PLC - 100 SHS P 2007-05-18 2010-02-08
ROYAL DUTCH SHELL PLC - 100 SHS P 2004-09-09 2010-04-13
ROYAL DUTCH SHELL PLC - 300 SHS P 2009-07-23 2010-04-13
SABMILLER PLC - 200 SHS P 2007-03-05 2010-02-23
SAP AG - 200 SHS P 2005-04-21 2010-03-16
SAP AG - 200 SHS P 2005-05-13 2010-03-16
SASOL LTD - 200 SHS P 2009-08-14 2010-04-22
SASOL LTD - 100 SHS P 2009-08-14 2010-04-22
SIEMENS AG - 100 SHS P 2009-02-20 2010-05-11
SIEMENS AG - 200 SHS P 2009-03-16 2010-05-11
SOFTBANK CORP - 300 SHS P 2006-02-21 2010-03-25
SOFTBANK CORP - 400 SHS P 2006-02-21 2010-10-05
SONOVA HLDG AG - 3 SHS P 2009-08-24 2010-07-12
SONOVA HLDG AG - 37 SHS P 2009-08-28 2010-07-12
SONOVA HLDG AG - 34 SHS P 2009-08-28 2010-07-12
SONOVA HLDG AG - 17 SHS P 2009-09-02 2010-07-12
SONOVA HLDG AG - 6 SHS P 2009-09-02 2010-07-12
STRAYER ED INC - 25 SHS P 2009-12-18 2010-08-26
STRAYER ED INC - 25 SHS P 2010-02-23 2010-08-26
STRAYER ED INC - 50 SHS P 2009-12-07 2010-10-08
STRAYER ED INC - 25 SHS P 2009-12-18 2010-10-08
STRAYER ED INC - 25 SHS P 2010-02-11 2010-10-08
SUNCOR ENERGY INC - 100 SHS P 2004-09-24 2010-04-27
SUZUKI MTR CORP - 500 SHS P 2005-04-20 2010-02-23
SUZUKI MTR CORP - 400 SHS P 2008-03-31 2010-02-23
SUZUKI MTR CORP - 500 SHS P 2005-04-20 2010-03-25
SUZUKI MTR CORP - 100 SHS P 2005-04-20 2010-11-24
SYNTHES INC - 28 SHS P 2008-07-01 2010-02-22
SYNTHES INC - 19 SHS P 2008-07-02 2010-02-22
SYNTHES INC - 21 SHS P 2008-06-30 2010-02-24
SYNTHES INC - 32 SHS P 2008-07-01 2010-02-24
SYNTHES INC - 14 SHS P 2008-07-01 2010-02-24
SYNTHES INC - 7 SHS P 2008-06-27 2010-02-25
SYNTHES INC - 9 SHS P 2008-06-30 2010-02-25
SYNTHES INC - 14 SHS P 2008-07-03 2010-02-25
TELSTRA CORP - 4860 SHS P 2008-12-18 2010-04-22
TERUMO CORP - 100 SHS P 2009-09-17 2010-02-16
TERUMO CORP - 100 SHS P 2009-09-18 2010-02-16
TERUMO CORP - 100 SHS P 2009-11-24 2010-02-16
TESCO - 700 SHS P 2008-07-09 2010-04-14
TESCO - 400 SHS P 2008-07-10 2010-04-14
TRANSOCEAN LTD - 150 SHS P 2009-11-16 2010-06-16
TRANSOCEAN LTD - 100 SHS P 2010-03-24 2010-06-16
UNILEVER N V - 100 SHS P 2005-11-30 2010-02-19
UNILEVER N V - 200 SHS P 2005-11-30 2010-08-11
UNILEVER N V - 300 SHS P 2004-11-17 2010-08-12
UNILEVER N V - 200 SHS P 2004-11-17 2010-08-13
UNILEVER N V - 100 SHS P 2004-11-17 2010-08-16
UNILEVER PLC - 300 SHS P 2007-03-16 2010-02-18
UNILEVER PLC - 300 SHS P 2007-03-19 2010-02-18
UNILEVER PLC - 200 SHS P 2007-03-19 2010-02-19
UNILEVER PLC - 300 SHS P 2009-07-24 2010-02-19
UNION PAC CORP - 100 SHS P 2009-07-23 2010-03-18
UNITED PARCEL SVC INC - 50 SHS P 2005-04-15 2010-01-04
UNITED PARCEL SVC INC - 100 SHS P 2008-05-15 2010-01-04
VEOLIA ENVIRONNEMENT - 86 SHS P 2005-09-16 2010-03-16
VEOLIA ENVIRONNEMENT - 198 SHS P 2005-09-26 2010-03-16
VEOLIA ENVIRONNEMENT - 16 SHS P 2008-07-15 2010-03-16
VEOLIA ENVIRONNEMENT - 87 SHS P 2005-08-10 2010-07-12
VEOLIA ENVIRONNEMENT - 100 SHS P 2005-09-21 2010-07-12
VEOLIA ENVIRONNEMENT - 102 SHS P 2005-09-26 2010-07-12
VEOLIA ENVIRONNEMENT - 100 SHS P 2005-09-26 2010-07-12
VEOLIA ENVIRONNEMENT - 13 SHS P 2005-08-10 2010-12-03
VEOLIA ENVIRONNEMENT - 187 SHS P 2005-08-11 2010-12-03
VEOLIA ENVIRONNEMENT - 113 SHS P 2005-08-11 2010-12-03
VEOLIA ENVIRONNEMENT - 6 SHS P 2009-07-24 2010-12-03
VEOLIA ENVIRONNEMENT - 100 SHS P 2009-07-24 2010-12-07
VEOLIA ENVIRONNEMENT - 90 SHS P 2009-07-24 2010-12-14
VEOLIA ENVIRONNEMENT - 34 SHS P 2009-07-24 2010-12-15
VINCI SA - 100 SHS P 2009-08-18 2010-07-12
VIVENDI SA - 500 SHS P 2009-08-26 2010-05-13
VIVENDI SA - 100 SHS P 2009-08-26 2010-05-26
VOLVO AB - 446 SHS P 2009-08-19 2010-07-12
VOLVO AB - 252 SHS P 2009-11-02 2010-07-12
VULCAN MATLS CO - 100 SHS P 2008-05-15 2010-09-21
VULCAN MATLS CO - 100 SHS P 2008-03-06 2010-10-01
VULCAN MATLS CO - 100 SHS P 2008-10-14 2010-10-25
WAL-MART STORES INC - 100 SHS P 2010-01-13 2010-03-12
WAL-MART STORES INC - 100 SHS P 2009-05-20 2010-07-30
WAL-MART STORES INC - 100 SHS P 2009-07-23 2010-07-30
WELLS FARGO & CO - 300 SHS P 2010-08-13 2010-10-15
WELLS FARGO & CO - 200 SHS P 2010-08-16 2010-10-15
WESTPAC BKG CORP - 145 SHS P 2010-02-10 2010-07-13
WESTPAC BKG CORP - 125 SHS P 2010-04-15 2010-07-13
WESTPAC BKG CORP - 955 SHS P 2009-08-12 2010-12-03
WESTPAC BKG CORP - 294 SHS P 2009-08-17 2010-12-03
WESTPAC BKG CORP - 165 SHS P 2010-02-10 2010-12-03
WORLDCOM INC GA NEW - 0 SHS P 2010-02-10 2010-04-13
METRO AG - 100 SHS P 2009-07-24 2010-07-12
SYNTHES INC - 12 SHS P 2008-07-02 2010-02-24
BOND FUND AMERICA CL F2 30,305 P 2009-03-26 2010-04-12
BOND FUND AMERICA CL F2 1,408 P 2010-03-26 2010-04-12
INTERMEDIATE BOND FD OF AMERICA 9,536 P 2009-03-30 2010-04-12
INTERMEDIATE BOND FD OF AMERICA 299 P 2010-03-29 2010-04-12
OTHER P 2010-12-31 2010-12-31
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 5,285   7,147 -1,862
b 2,635   3,573 -938
c 2,613   3,573 -960
d 2,938   3,488 -550
e 2,938   3,627 -689
2,938   3,631 -693
2,938   3,835 -897
2,938   3,136 -198
2,938   3,161 -223
8,992   9,301 -309
5,999   6,200 -201
3,012   2,028 984
3,012   3,097 -85
3,012   3,101 -89
16,490   9,960 6,530
14     14
11,123   9,688 1,435
1,833   1,998 -165
1,824   1,998 -174
1,859   1,762 97
1,812   1,762 50
4,099   4,295 -196
4,141   4,288 -147
13,067   9,765 3,302
8,228   7,924 304
7,180   6,833 347
8,678   7,412 1,266
11,380   11,469 -89
2,491   3,844 -1,353
86   137 -51
4,598   6,483 -1,885
1,267   1,815 -548
463   676 -213
7,139   5,882 1,257
7,139   7,178 -39
3,555   2,941 614
4,523   4,523 0
4,551   4,551 0
4,551   6,384 -1,833
4,551   5,919 -1,368
4,642   5,652 -1,010
4,642   9,026 -4,384
4,508   5,652 -1,144
4,940   2,922 2,018
9,879   7,316 2,563
7,772   5,716 2,056
11,750   8,574 3,176
6   6 0
6   11 -5
3,766   6,123 -2,357
1,667   2,768 -1,101
91   150 -59
2,173   3,687 -1,514
551   455 96
845   512 333
211   304 -93
219   301 -82
1,252   693 559
2,189   1,300 889
1,436   854 582
12,416   9,595 2,821
8,278   8,101 177
5,174   6,307 -1,133
4,801   4,770 31
7,182   5,837 1,345
6,840   4,201 2,639
6,840   5,837 1,003
13,670   8,202 5,468
6,828   4,101 2,727
6,732   4,101 2,631
6,732   3,782 2,950
4,318   3,959 359
4,203   3,958 245
4,203   3,959 244
5,998   7,380 -1,382
5,994   7,370 -1,376
5,994   7,344 -1,350
7,603   5,005 2,598
8,028   4,637 3,391
8,028   4,723 3,305
10,586   10,434 152
10,219   8,433 1,786
5,109   4,966 143
5,109   4,966 143
1   2 -1
5,880   6,113 -233
8   10 -2
3,441   4,922 -1,481
3,448   4,069 -621
3,434   5,089 -1,655
3,332   4,053 -721
1,678   2,009 -331
7   8 -1
6,300   2,989 3,311
6,300   4,212 2,088
6,300   5,641 659
6,199   2,989 3,210
6,032   2,989 3,043
7,125   2,989 4,136
4   6 -2
6,349   7,008 -659
3,167   3,504 -337
3,167   2,666 501
2,994   2,533 461
2,994   2,535 459
5,987   5,332 655
6,294   4,910 1,384
3,145   2,533 612
4,446   3,934 512
      0
734   801 -67
16,055   16,524 -469
8,152   8,262 -110
4,033   4,083 -50
12,100   12,283 -183
2,466   2,264 202
2,470   2,179 291
291   249 42
73   58 15
291   248 43
291   233 58
291   236 55
291   240 51
291   241 50
18,983   12,943 6,040
12,483   10,398 2,085
5,440   4,603 837
1,600     1,600
1,223   1,694 -471
3,638   5,081 -1,443
6,427   6,693 -266
6,427   6,795 -368
6,240   5,427 813
13,755   13,779 -24
21,241   11,870 9,371
6,508   5,590 918
13,015   11,996 1,019
11,712   11,174 538
5,856   5,587 269
5,855   5,587 268
17,564   16,769 795
5,178   5,192 -14
5,178   5,418 -240
2,895   3,157 -262
8,686   9,923 -1,237
10,627   11,767 -1,140
10,114   11,615 -1,501
11,145   10,496 649
6,462   7,847 -1,385
2,585   3,055 -470
6,668   6,055 613
2,405   2,195 210
4,963   6,195 -1,232
9,769   8,002 1,767
6,357   3,314 3,043
10,784   16,023 -5,239
3,402   5,097 -1,695
3,402   4,734 -1,332
3,681   3,045 636
7,362   7,311 51
5,485   4,738 747
10,256   10,828 -572
3,942   4,038 -96
5,278   5,218 60
1,511   1,576 -65
2,579   1,297 1,282
7,833   6,582 1,251
7,727   7,655 72
1,819   1,760 59
2,831   4,112 -1,281
354   305 49
809   698 111
2,124   1,841 283
1,769   1,534 235
649   560 89
849   723 126
949   825 124
400   349 51
799   695 104
6,478   7,552 -1,074
9,717   11,407 -1,690
3,239   3,802 -563
3,079   3,776 -697
6,140   7,525 -1,385
3,102   3,763 -661
5,433   7,118 -1,685
2,716   3,616 -900
2,716   2,609 107
2,760   2,609 151
7,168   1,252 5,916
7,380   1,252 6,128
14,819   2,505 12,314
6,101   6,302 -201
14,841   13,014 1,827
9,389   8,422 967
4,116   4,567 -451
4,116   4,576 -460
2,705   7,912 -5,207
5,778   4,593 1,185
3,669   2,881 788
12,896   15,165 -2,269
3,122   3,647 -525
4,973   7,294 -2,321
7,067   9,860 -2,793
2,879   3,841 -962
6,068   7,682 -1,614
4,300   5,207 -907
3,606   4,539 -933
7,074   8,739 -1,665
2,219   2,699 -480
3,052   2,807 245
5,132   5,533 -401
4,439   5,399 -960
5,417   7,409 -1,992
6,055   5,165 890
18,164   15,676 2,488
5,429   4,254 1,175
9,172   7,781 1,391
9,172   8,070 1,102
7,947   7,157 790
3,974   3,553 421
9,192   5,438 3,754
18,385   11,662 6,723
7,036   8,335 -1,299
12,995   11,113 1,882
384   267 117
4,678   3,476 1,202
4,299   3,159 1,140
2,174   1,573 601
759   555 204
4,141   5,258 -1,117
4,141   5,482 -1,341
8,169   9,794 -1,625
4,084   5,258 -1,174
4,084   4,953 -869
3,419   1,523 1,896
10,727   8,432 2,295
8,582   10,147 -1,565
11,127   8,432 2,695
2,469   1,686 783
3,315   3,917 -602
2,249   2,657 -408
2,469   2,889 -420
3,774   4,429 -655
1,646   1,938 -292
822   958 -136
1,057   1,238 -181
1,644   1,917 -273
14,238   12,230 2,008
5,400   5,380 20
5,400   5,376 24
5,400   5,698 -298
4,865   5,192 -327
2,780   2,970 -190
7,042   13,468 -6,426
4,695   8,206 -3,511
3,052   2,240 812
5,464   4,480 984
8,214   6,235 1,979
5,403   4,156 1,247
2,709   2,078 631
8,812   8,953 -141
8,812   8,938 -126
5,916   5,959 -43
8,874   7,605 1,269
7,353   6,024 1,329
2,909   3,506 -597
5,817   7,105 -1,288
2,897   3,650 -753
6,669   8,345 -1,676
539   800 -261
2,172   3,558 -1,386
2,496   4,213 -1,717
2,546   4,299 -1,753
2,496   4,196 -1,700
359   532 -173
5,140   7,617 -2,477
3,117   4,603 -1,486
165   202 -37
2,811   3,366 -555
2,662   3,030 -368
997   1,145 -148
4,461   5,046 -585
11,603   13,982 -2,379
2,074   2,796 -722
5,343   3,513 1,830
3,019   2,433 586
3,776   7,450 -3,674
3,768   6,714 -2,946
3,713   5,515 -1,802
5,392   5,507 -115
5,081   5,011 70
5,081   4,928 153
7,100   7,777 -677
4,733   5,148 -415
2,852   2,921 -69
2,459   3,316 -857
20,516   18,550 1,966
6,316   5,849 467
3,546   3,323 223
708     708
5,486   5,621 -135
1,415   1,678 -263
363,055   398,409 -35,354
16,868   16,215 653
126,069   130,127 -4,058
3,952   3,909 43
351     351
6,640     6,640
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       -1,862
b       -938
c       -960
d       -550
e       -689
      -693
      -897
      -198
      -223
      -309
      -201
      984
      -85
      -89
      6,530
      14
      1,435
      -165
      -174
      97
      50
      -196
      -147
      3,302
      304
      347
      1,266
      -89
      -1,353
      -51
      -1,885
      -548
      -213
      1,257
      -39
      614
      0
      0
      -1,833
      -1,368
      -1,010
      -4,384
      -1,144
      2,018
      2,563
      2,056
      3,176
      0
      -5
      -2,357
      -1,101
      -59
      -1,514
      96
      333
      -93
      -82
      559
      889
      582
      2,821
      177
      -1,133
      31
      1,345
      2,639
      1,003
      5,468
      2,727
      2,631
      2,950
      359
      245
      244
      -1,382
      -1,376
      -1,350
      2,598
      3,391
      3,305
      152
      1,786
      143
      143
      -1
      -233
      -2
      -1,481
      -621
      -1,655
      -721
      -331
      -1
      3,311
      2,088
      659
      3,210
      3,043
      4,136
      -2
      -659
      -337
      501
      461
      459
      655
      1,384
      612
      512
      0
      -67
      -469
      -110
      -50
      -183
      202
      291
      42
      15
      43
      58
      55
      51
      50
      6,040
      2,085
      837
      1,600
      -471
      -1,443
      -266
      -368
      813
      -24
      9,371
      918
      1,019
      538
      269
      268
      795
      -14
      -240
      -262
      -1,237
      -1,140
      -1,501
      649
      -1,385
      -470
      613
      210
      -1,232
      1,767
      3,043
      -5,239
      -1,695
      -1,332
      636
      51
      747
      -572
      -96
      60
      -65
      1,282
      1,251
      72
      59
      -1,281
      49
      111
      283
      235
      89
      126
      124
      51
      104
      -1,074
      -1,690
      -563
      -697
      -1,385
      -661
      -1,685
      -900
      107
      151
      5,916
      6,128
      12,314
      -201
      1,827
      967
      -451
      -460
      -5,207
      1,185
      788
      -2,269
      -525
      -2,321
      -2,793
      -962
      -1,614
      -907
      -933
      -1,665
      -480
      245
      -401
      -960
      -1,992
      890
      2,488
      1,175
      1,391
      1,102
      790
      421
      3,754
      6,723
      -1,299
      1,882
      117
      1,202
      1,140
      601
      204
      -1,117
      -1,341
      -1,625
      -1,174
      -869
      1,896
      2,295
      -1,565
      2,695
      783
      -602
      -408
      -420
      -655
      -292
      -136
      -181
      -273
      2,008
      20
      24
      -298
      -327
      -190
      -6,426
      -3,511
      812
      984
      1,979
      1,247
      631
      -141
      -126
      -43
      1,269
      1,329
      -597
      -1,288
      -753
      -1,676
      -261
      -1,386
      -1,717
      -1,753
      -1,700
      -173
      -2,477
      -1,486
      -37
      -555
      -368
      -148
      -585
      -2,379
      -722
      1,830
      586
      -3,674
      -2,946
      -1,802
      -115
      70
      153
      -677
      -415
      -69
      -857
      1,966
      467
      223
      708
      -135
      -263
      -35,354
      653
      -4,058
      43
      351
      6,640
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 19,561
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 503,442 5,594,921 0.089982
2008 491,031 7,049,786 0.069652
2007 727,659 8,347,646 0.087169
2006 265,811 7,591,353 0.035015
2005 504,141 6,685,397 0.075409
2 Total of line 1, column (d) ...................... 2 0.357227
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 0.071445
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 6,247,890
5 Multiply line 4 by line 3....................... 5 446,381
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 675
7 Add lines 5 and 6......................... 7 447,056
8 Enter qualifying distributions from Part XII, line 4.............. 8 416,241
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,350
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 1,350
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 1,350
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 878
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.............. 7 878
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 9 472
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)bulletCA, NY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSACKS PRESS LACHER PC Telephone no.bullet (212) 682-6640
    Located atbullet600 THIRD AVENEW YORKNY ZIP+4bullet10016
    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
    BRIAN COLLINS PRESIDENT
    2.00     		0 0 0
    16 GRASSHOPPER LANE
    LINCOLN,MA01773
    ADELE BERNHARD VICE PRESIDENT
    1.00     		0 0 0
    14 REMSEN ST
    BROOKLYN,NY11201
    SUSAN B COLLINS VICE PRESIDENT
    10.00     		0 0 0
    16 GRASSHOPPER LANE
    LINCOLN,MA01773
    NANCY DOLL VICE PRESIDENT
    2.00     		0 0 0
    3522 LAKE MENDTA DRIVE
    MADISON,WI53705
    CHARLES R SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    GEORGE B WELLS II VICE PRESIDENT
    1.00     		0 0 0
    10932 EASTSIDE ROAD
    HEALSDSBURG,CA95448
    TRAVIS BUCK TREASURER
    1.00     		0 0 0
    156 RAMONA DR
    SAN LUIS OBISPO,CA93405
    PATRICIA HEWITT SECRETARY/ASS'T TREASURER
    3.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    ANDREW BERNHARD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    ANNA WELLS BERNHARD VICE PRESIDENT
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    JESSICA W BERNHARD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    MATTHEW BERNHARD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    MICHAEL BERNHARD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    STEVEN BERNHARD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    MELISSA W BLESSING BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    SHEA BREAUX-WELLS BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    HALERYN A BUCK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    DAVID B MAGEE BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    FRANCES W MAGEE BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    LENA NEUFELD VICE PRESIDENT
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    PETER NEUFELD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    SHANE NEUFELD BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    ALBERT R SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    CELESTE W SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    CHRISTINE SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    JOEL SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    MASON T SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    TERESA JUAREZ SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    THOMAS A SCHRECK BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    ALBERT B WELLS II BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    KRISTEN WELLS BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    SUSAN M WELLS BOARD MEMBER
    1.00     		0 0 0
    C/O INGRAM YUZEK GAINEN CARROLL
    BERTOLOTTI LLP 250 PARK AVENUE
    NEW YORK,NY10177
    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
    COMMON COUNSEL FOUNDATION GRANTMAKING 65,000
    405 FOURTEENTH STREET STE 809
    OAKLAND,CA94612
    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
    5,975,002
    b
    Average of monthly cash balances.......................
    1b
    368,034
    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
    6,343,036
    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
    6,343,036
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    95,146
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,247,890
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    312,395
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    312,395
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,350
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,350
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    311,045
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    311,045
    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
    311,045
    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
    416,241
    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
    416,241
    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
    416,241
    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 7 311,045
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 171,733
    b From 2006.......  
    c From 2007....... 327,325
    d From 2008....... 139,843
    e From 2009....... 225,140
    fTotal of lines 3a through e......... 864,041
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 416,241
    a Applied to 2009, but not more than line 2a 0
    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..... 311,045
    e Remaining amount distributed out of corpus 105,196
    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 5 969,237
    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 ..........     		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) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		171,733
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		797,504
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007.... 327,325
    c Excess from 2008.... 139,843
    d Excess from 2009.... 225,140
    e Excess from 2010.... 105,196
    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:
    M EDGERTON JR ESQ
    C/O WHITE CASE 1155 AVE OF THE
    AMERICAS
    NEW YORK,NY10036
    (212) 819-8200
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AJ MUSTE MEMORIAL INSTITUTE
    339 LAFAYETTE STREET
    NEW YORK,NY10012     		NONE   SUPPORT 10,000
    ALLIANCE OF FOREST WORKERS AND HARVESTERS
    PO BOX 6722
    ALBANY,CA94706     		NONE   SUPPORT 10,000
    CENTRAL ILLINOIS ORGANIZING PROJECT
    501 EAST WASHINGTON STREET SUITE
    309
    BLOMMINGTON,IL61701     		NONE   SUPPORT 10,000
    CINCINNATI INTERFAITH WORKERS CENTER
    40 EAST MCMICKEN AVENUE
    CINCINNATI,OH45202     		NONE   SUPPORT 10,000
    COMMON COUNCIL FOUNDATION GRASSROOTS EXCHANGE FUND
    678 13TH STREET SUITE 100
    OAKLAND,CA94612     		NONE   SUPPORT 20,000
    FUERZA LABORAL
    PO BOX 202
    CENTRAL FALLS,RI02863     		NONE   SUPPORT 10,000
    HOUSTON INTERFAITH WORKER JUSTICE CENTER
    2906 HOUSTON AVENUE
    HOUSTON,TX77009     		NONE   SUPPORT 10,000
    IDAHO COMMUNITY ACTION NETWORK (ICAN)
    3540 HILL RD
    BOISE,ID83703     		NONE   SUPPORT 12,000
    KENTUCKY COALITION INC
    131 N MILL ST PO BOX 1450
    LONDON,KY40743     		NONE   SUPPORT 10,000
    NEVADA YOUNG ACTIVIST PROJECT OF PLAN
    821 RIVERSIDE DRIVE
    RENO,NV89503     		NONE   SUPPORT 15,000
    SUNFLOWER COMMUNITY ACTION INC
    1528 N BROADWAY
    WICHITA,KS67214     		NONE   SUPPORT 11,000
    VOZ WORKERS' RIGHTS EDUCATION PROJECT
    1131 SE OAK ST
    PORTLAND,OR97214     		NONE   SUPPORT 10,334
    WECOUNT
    PO BOX 344116
    FLORIDA CITY,FL33034     		NONE   SUPPORT 10,000
    ALLIANCE OF CALIFORNIANS FOR COMMUNITY EMPOWERMENT (ACCE)
    3700 E 12TH ST SUITE 1E
    OAKLAND,CA95823     		NONE   SUPPORT 10,000
    ARAB RESOURCE AND ORGANIZING CENTER (AROC)
    522 VALENCIA ST
    SAN FRANCISCO,CA94110     		NONE   SUPPORT 10,000
    ARISE CHICAGO
    1020 W BRYN MAWR SUITE 300
    CHICAGO,IL60660     		NONE   SUPPORT 10,000
    AUSTIN IMMIGRANT RIGHTS COALITION (AIRC)
    1304 E 6TH ST 3
    AUSTIN,TX787023355     		NONE   SUPPORT 10,000
    CAUSA
    FIRST CONGRESSIONAL CHURCH - UCC
    700 MARION ST NE
    SALEM,OR97301     		NONE   SUPPORT 10,000
    EL CENTRO DE IGUALDAD Y DERECHOS
    714 4TH ST SW
    ALBUQUERQUE,NM87102     		NONE   SUPPORT 10,000
    FAMILIES FOR FREEDOM
    3 WEST 29TH ST 1030
    NEW YORK,NY10001     		NONE   SUPPORT 10,000
    FILIPINO ADVOCATES FOR JUSTICE
    310 8TH ST SUITE 308
    OAKLAND,CA94607     		NONE   SUPPORT 10,834
    PHILADEPLHIA STUDENT UNION
    4205 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE   SUPPORT 10,000
    PUEBLO
    114 E HALEY ST
    SANTA BARBARA,CA93101     		NONE   SUPPORT 10,000
    RESTAURANT OPPORTUNITIES CENTER UNITED
    350 SEVENTH AVENUE SUITE 1800
    NEW YORK,NY10001     		NONE   SUPPORT 20,000
    SEATTLE YOUNG PEOPLE'S PROJECT
    2820 E CHERRY STREET
    SEATTLE,WA98122     		NONE   SUPPORT 10,000
    UNION DE VECINOS
    346 S GLESS ST
    LOS ANGELES,CA90033     		NONE   SUPPORT 10,000
    WORKERS DEFENSE PROJECT
    5604 MANOR RD
    AUSTIN,TX78723     		NONE   SUPPORT 10,833
    WORKERS INTERFAITH NETWORK
    3035 DIRECTORS ROW BLDG B SUITE
    1207
    MEMPHIS,TN38131     		NONE   SUPPORT 10,000
    YOUNG WORKERS UNITED
    215 GOLDEN GATE AVE PO BOX 420963
    SAN FRANCISCO,CA94142     		NONE   SUPPORT 8,333
    Total .................................bullet 3a 318,334
    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....     14 125,304  
    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 19,561  
    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).. 0 144,865 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13144,865
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    THE ABELARD FOUNDATION INC
     
    Employer identification number

    13-6064580
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    THE ABELARD FOUNDATION INC
          		Employer identification number

    13-6064580
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    ETHEL B WELLS TRUST SP AB WELLS II    
    C/O EISNER LLP 100 CAMPUS DR
       
    FLORHAM PARK, NJ   07932

    		$50,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    ETHEL B WELLS TRUST SP FW MAGEE    
    C/O EISNER LLP 100 CAMPUS DR
       
    FLORHAM PARK, NJ   07932

    		$50,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    3
     
     

    ETHEL B WELLS TRUST SP JW SCHRECK    
    C/O EISNER LLP 100 CAMPUS DR
       
    FLORHAM PARK, NJ   07932

    		$15,000




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    THE ABELARD FOUNDATION INC
          		Employer identification number

    13-6064580
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    THE ABELARD FOUNDATION INC
          		Employer identification number

    13-6064580
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    THE ABELARD FOUNDATION INC
    EIN: 13-6064580
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SACKS PRESS & LACHER, P.C. 12,500 6,250   6,250

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THE ABELARD FOUNDATION INC
    EIN: 13-6064580
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 523,366 526,823

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE ABELARD FOUNDATION INC
    EIN: 13-6064580
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 4,514,365 6,006,077

    TY 2010 OtherExpensesSchedule
    Name:
    THE ABELARD FOUNDATION INC
    EIN: 13-6064580
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUNDRY 1,443 0   1,443
    FILING FEES 260 0   260
    POSTAGE & DELIVERY 454 0   454


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE ABELARD FOUNDATION INC
    EIN: 13-6064580
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEE 71,109 71,109   0
    CONSULTING 89,500 0   89,500