-
TIN:
Form
990-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
20
10
For calendar year 2010, or tax year beginning
01-01-2010
, and ending
12-31-2010
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
Name of foundation
T-F FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
3314 E 51ST STREET
Room/suite
City or town, state, and ZIP code
TULSA
,
OK
74135
A Employer identification number
73-1374411
B
Telephone number (see page 10 of the instructions)
C
If exemption application is pending, check here
D 1.
Foreign organizations, check here .
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
2.
Foreign organizations meeting the 85% test,
check here and attach computation
I
Fair market value of all assets at end
of year
(from Part II, col. (c),
line 16)
$
64,133
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
E
If private foundation status was terminated
under section 507(b)(1)(A), check here
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
3
Interest on savings and temporary cash investments
3
3
4
Dividends and interest from securities
......
10
10
5a
Gross rents
..............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
16,580
b
Gross sales price for all assets on line 6a
16,583
7
Capital gain net income (from Part IV, line 2)
...
16,580
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
........
16,593
16,593
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
676
338
338
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see page 14 of the instructions)
19
Depreciation (attach schedule) and depletion
...
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
676
338
338
25
Contributions, gifts, grants paid
........
31,999
31,999
26
Total expenses and disbursements.
Add lines 24 and 25
32,675
338
32,337
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-16,082
b
Net investment income
(if negative, enter -0-)
16,255
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
1
Cash—non-interest-bearing
...............
2
Savings and temporary cash investments
..........
20,931
4,852
4,852
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
........
51,664
51,661
59,281
c
Investments—corporate bonds (attach schedule)
........
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
..............
13
Investments—other (attach schedule)
...........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
72,595
56,513
64,133
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
)
23
Total liabilities
(add lines 17 through 22)
..........
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
....................
25
Temporarily restricted
................
26
Permanently restricted
................
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
.........
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
72,595
56,513
30
Total net assets or fund balances
(see page 17 of the
instructions)
....................
72,595
56,513
31
Total liabilities and net assets/fund balances
(see page 17 of
the instructions)
..................
72,595
56,513
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
72,595
2
Enter amount from Part I, line 27a
......................
2
-16,082
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
56,513
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
..
6
56,513
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
16,580
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
.
.
.
.
.
.
.
.
.
.
.
.
.
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?
Yes
No
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
43,809
95,130
0.46052
2008
27,405
183,080
0.14969
2007
33,030
174,717
0.18905
2006
67,448
171,857
0.39247
2005
39,156
212,596
0.18418
2
Total
of line 1, column (d)
......................
2
1.37590
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
0.27518
4
Enter the net value of noncharitable-use assets for 2010 from Part X, line 5
.....
4
79,372
5
Multiply line 4 by line 3
.......................
5
21,842
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
163
7
Add lines 5 and 6
.........................
7
22,005
8
Enter qualifying distributions from Part XII, line 4
..............
8
32,337
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
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A” on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
163
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
............................
3
163
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
163
6
Credits/Payments:
a
2010 estimated tax payments and 2009 overpayment credited to 2010
6a
998
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
998
8
Enter any
penalty
for underpayment of estimated tax.
Check here
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
835
11
Enter the amount of line 10 to be:
Credited to 2011 estimated tax
835
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
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)
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 address
N/A
14
The books are in care of
IRVING FENSTER
Telephone no.
(918) 743-7966
Located at
3314 E 51ST ST STE 206H
TULSA
OK
ZIP+4
74135
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—Check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
......
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
.........................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
.................
Yes
No
(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.)
.........
Yes
No
b
If any answer is “Yes” to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?
...
1b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
...............
Yes
No
If “Yes,” list the years
20
,
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
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20
,
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?
.....................
Yes
No
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
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
...............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(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)
...
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
........
Yes
No
b
If any answer is “Yes” to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
............
Yes
No
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?
....................
Yes
No
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?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
No
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
IRVING FENSTER
Trustee
0.00
0
2214 E 51ST ST STE 206H
TULSA
,
OK
74135
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
...................
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
.............
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
...........................
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
68,057
b
Average of monthly cash balances
.......................
1b
12,524
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
80,581
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
3
Subtract line 2 from line 1d
..........................
3
80,581
4
Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
of the instructions)
............................
4
1,209
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
79,372
6
Minimum investment return.
Enter 5% of line 5
...................
6
3,969
Part XI
Distributable Amount
(see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,969
2a
Tax on investment income for 2010 from Part VI, line 5
......
2a
163
b
Income tax for 2010. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
163
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,806
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
.............................
5
3,806
6
Deduction from distributable amount (see page 25 of the instructions)
...........
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
line 1
.................................
7
3,806
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
32,337
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
................................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
32,337
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
163
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
...............
6
32,174
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
3,806
2
Undistributed income, if any, as of the end of 2010:
a
Enter amount for 2009 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2010:
a
From 2005
.......
28,526
b
From 2006
.......
58,859
c
From 2007
.......
24,294
d
From 2008
.......
18,251
e
From 2009
.......
39,052
f
Total
of lines 3a through e
.........
168,982
4
Qualifying distributions for 2010 from Part
XII, line 4:
$
32,337
a
Applied to 2009, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see page 26 of the instructions)
c
Treated as distributions out of corpus (Election
required—see page 26 of the instructions)
...
0
d
Applied to 2010 distributable amount
.....
3,806
e
Remaining amount distributed out of corpus
28,531
5
Excess distributions carryover applied to 2010.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
197,513
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
...........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable
amount—see page 27 of the instructions
...
e
Undistributed income for 2009. Subtract line
4a from line 2a. Taxable amount—see page 27
of the instructions
...........
f
Undistributed income for 2010. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2011
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (see page 27
of the instructions)
...........
8
Excess distributions carryover from 2005 not
applied on line 5 or line 7 (see page 27 of the
instructions)
.............
28,526
9
Excess distributions carryover to 2011.
Subtract lines 7 and 8 from line 6a
......
168,987
10
Analysis of line 9:
a
Excess from 2006
....
58,859
b
Excess from 2007
....
24,294
c
Excess from 2008
....
18,251
d
Excess from 2009
....
39,052
e
Excess from 2010
....
28,531
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals or organizations
under other conditions, complete items 2a, b, c, and d.
a
The name, address, and telephone number of the person to whom applications should be addressed:
IRVING FENSTER
3314 E 51ST STREET STE 206H
TULSA
,
OK
741353527
(918) 743-7966
b
The form in which applications should be submitted and information and materials they should include:
LETTER WITH ALL INFORMATION TO ENABLE TRUSTEE TO EVALUATE REQUEST.
c
Any submission deadlines:
NONE
d
Any 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)
a
Paid during the year
UJA FEDERATION OF NY
PO BOX 4056
NEW YORK
,
NY
10261
NONE
PUBLIC
SUPPORT OPERATIONS
50
SMIF JEWISH FOUNDATION
280 MCINTOSH
SARASOTA
,
FL
34232
NONE
PUBLIC
SUPPORT OPERATIONS
20
RELIGIOUS COALITION FOR REPRODUCTIV
1413 K STREET NW 14TH FL
WASHINGTON
,
DC
20005
NONE
PUBLIC
SUPPORT OPERATIONS
20
PERLMAN MUSIC PROGRAM
PO BOX 3407
SARASOTA
,
FL
34230
NONE
PUBLIC
SUPPORT OPERATIONS
125
PFLAG
PO BOX 96519
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
50
PARALYZED VETERANS
7 MILL BROOK RD
WILTON
,
NH
03086
NONE
PUBLIC
SUPPORT OPERATIONS
20
NCSJ
2020 K STREET STE 7800
WASHINGTON
,
DC
20006
NONE
PUBLIC
SUPPORT OPERATIONS
50
NEW ISRAEL FUND
PO BOX 96712
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
50
NATIONAL GLAUCOME RESEARCH
22512 GATEWAY CTR
CLARKSBURG
,
MD
20871
NONE
PUBLIC
SUPPORT OPERATIONS
50
LOOK
120 LONG BEACH BLVD
LOVELADIES
,
NJ
08008
NONE
PUBLIC
SUPPORT OPERATIONS
25
JBI INTERNATIONAL
110 E 30 STREET
NEW YORK
,
NY
10016
NONE
PUBLIC
SUPPORT OPERATIONS
50
JCC GREATER PALM BEACH
4803 PGA BLVD
PALM BEACH GARDENS
,
FL
33418
NONE
PUBLIC
SUPPORT OPERATIONS
100
ISRAEL SPECIAL KIDS FUND
505 8TH AVE STE 12A04
NEW YORK
,
NY
10138
NONE
PUBLIC
SUPPORT OPERATIONS
50
GREENWOOD CULTURAL CENTER
322 N GREENWOOD
TULSA
,
OK
74120
NONE
PUBLIC
SUPPORT OPERATIONS
50
CENTER FOR INDI W PHYS CHALLENGES
815 S UTICA AVE
TULSA
,
OK
74104
NONE
PUBLIC
SUPPORT OPERATIONS
100
BEN GURION UNIVERSITY
PO BOX 170305
MILWAUKEE
,
WI
53217
NONE
PUBLIC
SUPPORT OPERATIONS
50
AMERICAN UNITED
PO BOX 96033
WASHINGTON
,
DC
20077
NONE
PUBLIC
SUPPORT OPERATIONS
50
AFGHAN DENTAL RELIEF PROJECT
PO BOX 734
SANTA BARBARA
,
CA
93102
NONE
PUBLIC
SUPPORT OPERATIONS
50
DIABETES RESEARCH
PO BOX 96070
WASHINGTON
,
DC
20077
NONE
PUBLIC
SUPPORT OPERATIONS
25
FOOD BANK
1304 N KENOSHA AVE
TULSA
,
OK
74106
NONE
PUBLIC
SUPPORT OPERATIONS
50
AMERICARES
PO BOX 4921
STAMFORT
,
CT
06913
NONE
PUBLIC
SUPPORT OPERATIONS
50
COALITION TO SALUTE AMERICA'S HEROE
PO BOX 96440
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
160
BBB WISE GIVING ALLIANCE
4200 WILSON BLVD STE 800
ARLINGTON
,
VA
22203
NONE
PUBLIC
SUPPORT OPERATIONS
70
JERUSALEM FOUNDATION
420 LEXINGTON AVE STE 1645
NEW YORK
,
NY
10170
NONE
PUBLIC
SUPPORT OPERATIONS
54
WORLD RELIEF
PO BOX 96479
WASHINGTON
,
DC
20077
NONE
PUBLIC
SUPPORT OPERATIONS
100
WEDU
1300 N BOULEVARD
TAMPA
,
FL
33607
NONE
PUBLIC
SUPPORT OPERATIONS
100
HERITAGE FOUNDATION
214 MASSACHUSETTES AVE NE
WASHINGTON
,
DC
20002
NONE
PUBLIC
SUPPORT OPERATIONS
100
YOUTH SERVICES
6000 CATTLE RIDGE DR STE 200
SARASOTA
,
FL
34232
NONE
PUBLIC
SUPPORT OPERATIONS
25
BROOKLYN MUSEUM
200 EASTERN PARKWAY
BROOKLYN
,
NY
11238
NONE
PUBLIC
SUPPORT OPERATIONS
100
ASOLO REPORTORY THEATER
555 N TAMIAMI TRL
SARASOTA
,
FL
34243
NONE
PUBLIC
SUPPORT OPERATIONS
100
THE HERBIC FUND
555 UNIVERSITY AVE 14TH FLOOR
TORONTO
,
TORONTO
M5G 2L3
CA
NONE
PUBLIC
SUPPORT OPERATIONS
100
HILLEL NORTHWESTERN OKLAHOMA FUND
494 ELM AVENUE
NORMAN
,
OK
73069
NONE
PUBLIC
SUPPORT OPERATIONS
200
TULSA JEWISH REVIEW
2021 E 71ST STREET
TULSA
,
OK
74136
NONE
PUBLIC
SUPPORT OPERATIONS
25
HONEST REPORTING
10024 SKOKIE BLVD SUITE 201
SKODIE
,
IL
60077
NONE
PUBLIC
SUPPORT OPERATIONS
220
WUSF
PO BOX 917664
ORLANDO
,
FL
32891
NONE
PUBLIC
SUPPORT OPERATIONS
200
OKLAHOMA ISRAEL EXCHANGE
710 WILSHIRE BLVD
OKLAHOMA CITY
,
OK
73116
NONE
PUBLIC
SUPPORT OPERATIONS
50
NATIONAL FEDERATION FOR THE BLIND
PO BOX 7482
BALTIMORE
,
MD
21227
NONE
PUBLIC
SUPPORT OPERATIONS
50
MAKOM SHALOM
47 W POLK 100543
CHICAGO
,
IL
60605
NONE
PUBLIC
SUPPORT OPERATIONS
200
JEWISH NATIONAL FUND
PO BOX 5609
HICKSVILLE
,
NY
11802
NONE
PUBLIC
SUPPORT OPERATIONS
104
FRIENDS FLORIDA STUDIO THEATRE
1241 N PALM AVE
SARASOTA
,
FL
34236
NONE
PUBLIC
SUPPORT OPERATIONS
100
FEEDING AMERICA
PO BOX 8929
TOPEKA
,
KS
66608
NONE
PUBLIC
SUPPORT OPERATIONS
75
ACLU
PO BOX 96265
WASHINGTON
,
DC
20077
NONE
PUBLIC
SUPPORT OPERATIONS
25
WORLD JEWISH CONG FOUNDATION
2125 BISCAYNE BLVD
MIAMI
,
FL
33137
NONE
PUBLIC
SUPPORT OPERATIONS
25
VAN WEZEL FOUNDATION
PO BOX 3434
SARASOTA
,
FL
34230
NONE
PUBLIC
SUPPORT OPERATIONS
50
JOHN 316
506 N CHEYENE AVENUE
TULSA
,
OK
74103
NONE
PUBLIC
SUPPORT OPERATIONS
25
MIZEL JEWISH DAY SCHOOL
2021 E 71ST STREET
TULSA
,
OK
74136
NONE
PUBLIC
SUPPORT OPERATIONS
100
ISRAEL CHILDREN CENTER
2151 W HILLSBORO BLVD
DEERFIELD BEACH
,
FL
33442
NONE
PUBLIC
SUPPORT OPERATIONS
1,000
AMERICAN ISRAEL PUBLIC AFFAIRS
SW REGION
HOUSTON
,
TX
77046
NONE
PUBLIC
SUPPORT OPERATIONS
100
AARP
PO BOX 93162
PALM BEACH
,
FL
90809
NONE
PUBLIC
SUPPORT OPERATIONS
43
TULSA CITY COUNTY LIBRARY
400 CIVIC CENTER
TULSA
,
OK
74103
NONE
PUBLIC
SUPPORT OPERATIONS
50
SARASOTA INSTITUTE OF LEARNING
100 BLVD OF ARTS
SARASOTA
,
FL
34236
NONE
PUBLIC
SUPPORT OPERATIONS
130
PUBLIC RADIO TU
600 S COLLEGE
TULSA
,
OK
74104
NONE
PUBLIC
SUPPORT OPERATIONS
100
LONG BOAT KEY ED CENTER
PO BOX 8190
LONGBOAT KEY
,
FL
34228
NONE
PUBLIC
SUPPORT OPERATIONS
825
FRIENDS OF ISRAEL DISABLED VETERANS
PO BOX 9128
UNIONDALE
,
NY
11553
NONE
PUBLIC
SUPPORT OPERATIONS
50
CAMPS FOR BLIND CHILDREN
444 SO 52ND STREET
LINCOLN
,
NE
68506
NONE
PUBLIC
SUPPORT OPERATIONS
25
B'NAI EMUNAH SISTERHOOD
1719 SOUTH OWASSO
TULSA
,
OK
74120
NONE
PUBLIC
SUPPORT OPERATIONS
46
AMERICAN SOCIETY FOR YAD VASHEM
PO BOX 170305
MILWAUKEE
,
WI
53217
NONE
PRIVAT
SUPPORT OPERATIONS
100
TEMPLE BETH SHALOM
1050 S TUTTLE AVE
SARASOTA
,
FL
34237
NONE
PUBLIC
SUPPORT OPERATIONS
1,295
ISRAEL GUARD DOGS
2688 FRUITVILLE ROAD
SARASOTA
,
FL
34237
NONE
PUBLIC
SUPPORT OPERATIONS
50
HIAS
333 7TH AVE 16TH FLOOR
NY
,
NY
10001
NONE
PUBLIC
SUPPORT OPERATIONS
180
AMERICAN FOR WEIZMANN INST
PO BOX 19002
NY
,
NY
10277
NONE
PUBLIC
SUPPORT OPERATIONS
36
AMERICAN FRIENDS HEBRW UNIVERS
PO BOX 2035
NY
,
NY
10021
NONE
PUBLIC
SUPPORT OPERATIONS
25
TULSA AREA TENNIS ASSO
PO BOX 1057
JENKS
,
OK
74037
NONE
PUBLIC
SUPPORT OPERATIONS
100
ORBIS
PO BOX 4904
TUMS RIVER
,
NJ
08754
NONE
PUBLIC
SUPPORT OPERATIONS
60
MAGEN DAVID ADOM
8930 GROSS PT ROAT ST 800
SKOKIE
,
IL
60077
NONE
PUBLIC
SUPPORT OPERATIONS
250
LEUKEMIA LYMPHOMA
1311 MAMARONECK AVENUE
WHITE PLAINS
,
NY
10605
NONE
PUBLIC
SUPPORT OPERATIONS
15
JORDAN RIVER VILLAGE
373 STANFORD AVE
STANFORD
,
CT
06902
NONE
PUBLIC
SUPPORT OPERATIONS
200
JEWISH FOUNDATION FOR RIGHTEOU
305 7TH AVE 19TH FLOOR
NEW YORK
,
NY
10001
NONE
PUBLIC
SUPPORT OPERATIONS
100
JEWISH FEDERATION OF SARASOTA
580 S MCINTOSH ROAD
SARASOTA
,
FL
34227
NONE
PUBLIC
SUPPORT OPERATIONS
1,200
AMERICAN JEWISH HISTORICAL SOC
15 WEST 16TH STREET
NEW YORK
,
NY
10011
NONE
PUBLIC
SUPPORT OPERATIONS
100
UNITED SYNAGOGUE CONS JUDAISM
PO BOX 977
WILTON
,
NH
03086
NONE
PUBLIC
SUPPORT OPERATIONS
325
SMILE TRAIN
PO BOX 96231
WASHINGTON
,
DC
20077
NONE
PUBLIC
SUPPORT OPERATIONS
75
ORT
PO BOX 712
NEW YORK
,
NY
10276
NONE
PUBLIC
SUPPORT OPERATIONS
36
INTERNATIONAL RESCUE COMM
PO BOX 98152
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
50
INTER FAITH ALLIANCE OF TULSA
PO BOX 98143
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
30
BRIDGES FOR PEACE
PO BOX 33145
TULSA
,
OK
74153
NONE
PUBLIC
SUPPORT OPERATIONS
150
WORLD JEWISH CONGRESS
PO BOX 90400
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
40
TULSA B'NAI BRITH
PO BOX 52430
TULSA
,
OK
74152
NONE
PUBLIC
SUPPORT OPERATIONS
100
NATIONAL STROKE ASSOC
9707 E EASTER LANE
ENGLEWOOD
,
CO
80112
NONE
PUBLIC
SUPPORT OPERATIONS
100
HILLEL
BOX 92994
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
25
AMERICAN JEWISH COMMITTEE
165 E 56 STREET
NEW YORK
,
NY
10022
NONE
PUBLIC
SUPPORT OPERATIONS
50
TULSA UNIVERSITY
600 S COLLEGE
TULSA
,
OK
74104
NONE
EDUCAT
SUPPORT OPERATIONS
100
BRADY CAMPAIGN
PO BOX 19249
WASHINGTON
,
DC
20036
NONE
PUBLIC
SUPPORT OPERATIONS
50
PHILBROOK MUSEUM
PO BOX 53510
TULSA
,
OK
74152
NONE
PUBLIC
SUPPORT OPERATIONS
125
FAMILY CHILDREN'S SERVICES
650 S PEORIA
TULSA
,
OK
74120
NONE
PUBLIC
SUPPORT OPERATIONS
25
CLAL
99 PARK AVE SUITE HC300
NEW YORK
,
NY
10016
NONE
PUBLIC
SUPPORT OPERATIONS
180
MEALS ON WHEELS
12620 E 31
TULSA
,
OK
74136
NONE
PUBLIC
SUPPORT OPERATIONS
25
ABRAHAM FUND
9 E 45TH STREET
NEW YORK NY
,
NY
10017
NONE
PUBLIC
SUPPORT OPERATIONS
100
GILCREASE MUSEUM
1400 GILCREASE RD
TULSA
,
OK
74127
NONE
PUBLIC
SUPPORT OPERATIONS
250
TULSA AREA UNITED WAY
BOX 1859
TULSA
,
OK
74101
NONE
PUBLIC
SUPPORT OPERATIONS
200
TULSA JEWISH FEDERATION
2021 E 71ST
TULSA
,
OK
74136
NONE
PUBLIC
SUPPORT OPERATIONS
7,000
FLAME
PO BOX 590359
SAN FRANCISCO
,
CA
94159
NONE
PUBLIC
SUPPORT OPERATIONS
50
ANTI-DEFAMATION LEAGUE
PO BOX 96226
WASHINGTON
,
DC
20090
NONE
PUBLIC
SUPPORT OPERATIONS
75
MAKE A WISH FOUNDATION
2825 E SKELLY DR
TULSA
,
OK
74105
NONE
PUBLIC
SUPPORT OPERATIONS
75
OETA FOUNDATION
PO BOX 960020
OKLAHOMA CITY
,
OK
73196
NONE
PUBLIC
SUPPORT OPERATIONS
105
TEMPLE BETH AMI
14330 TRAVILAH RD
ROCKVILLE
,
MD
20850
NONE
PUBLIC
SUPPORT OPERATIONS
2,825
TULSA DAY CARE CENTER FOR THE
415 WEST ARCHER
TULSA
,
OK
74108
NONE
PUBLIC
SUPPORT OPERATIONS
75
DVIS
4300 S HARVARD
TULSA
,
OK
74135
NONE
PUBLIC
SUPPORT OPERATIONS
100
PLANNED PARENTHOOD
5780 S PEORIA
TULSA
,
OK
74105
NONE
PUBLIC
SUPPORT OPERATIONS
50
ST JOHN'S MEDICAL FOUNDATION
1923 S UTICA
TULSA
,
OK
74104
NONE
PUBLIC
SUPPORT OPERATIONS
20
US HOLOCAUST MUSEUM
100 BAOUL WALLENBERG PL SW
WASHINGTON
,
DC
20024
NONE
PUBLIC
SUPPORT OPERATIONS
150
NATIONAL COUNCIL JEWISH WOMEN
53 W 23RD STREET 6TH FLOOR
NEW YORK
,
NY
10010
NONE
PUBLIC
SUPPORT OPERATIONS
30
CONG B'NAI EMUNAH
BOX 52430
TULSA
,
OK
74152
NONE
PUBLIC
SUPPORT OPERATIONS
4,195
TULSA JEWISH COMMUNITY CNTR
2021 E 71ST ST
TULSA
,
OK
74136
NONE
PUBLIC
SUPPORT OPERATIONS
60
SHERWIN MILLER MUSEUM
1223 E 17TH PL
TULSA
,
OK
74120
NONE
PUBLIC
SUPPORT OPERATIONS
5,580
TULSA JEWISH REVIEW
2021 E 71ST
TULSA
,
OK
74136
NONE
PUBLIC
SUPPORT OPERATIONS
50
Total
.................................
3a
31,999
b
Approved for future payment
Total
..................................
3b
Form
990-PF
(2010)
Form 990-PF (2010)
Page
11
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See page 28 of
the instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash investments
14
3
4
Dividends and interest from securities
....
14
10
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than inventory
16,580
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)
..
13
16,580
13
Total.
Add line 12, columns (b), (d), and (e)
...................
13
16,593
(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.
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?
...........
Yes
No
b
If “Yes,” complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
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.
Signature of officer or trustee
Date
Title
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's address
Firm's EIN
Phone no.
Form
990-PF
(2010)
Additional Data
Software ID:
10000105
Software Version:
2010v3.2
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
TY 2010 AccountingFeesSchedule
Name:
T-F FOUNDATION
EIN:
73-1374411
Software ID:
10000105
Software Version:
2010v3.2
Category
Amount
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
RICE, VOWEL &WYATT CPA PLLC
676
338
0
338
-
TIN:
TY 2010 InvestmentsCorpStockSchedule
Name:
T-F FOUNDATION
EIN:
73-1374411
Software ID:
10000105
Software Version:
2010v3.2
Name of Stock
End of Year Book Value
End of Year Fair Market Value
BERKSHIRE HATHAWAY CLASS B
51,661
59,281