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 MILLMAN-HARRIS-ROMANO FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)10 CIRCULAR RD   Room/suite
City or town, state, and ZIP code
POUGHKEEPSIE, NY12601
A Employer identification number

14-1833603
B Telephone number (see page 10 of the instructions)

(845) 452-6343
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,067,487
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 5,050 5,050  
4 Dividends and interest from securities...... 19,747 19,747  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -8,733
b Gross sales price for all assets on line 6a 410,206
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 39 39  
12 Total. Add lines 1 through 11........ 16,103 24,836  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,500 0   0
c Other professional fees (attach schedule).... 630 0   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 1,855 276   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,571 10,301   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,556 10,577   0
25 Contributions, gifts, grants paid........ 32,281 32,281
26 Total expenses and disbursements. Add lines 24 and 25 62,837 10,577   32,281
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,734
b Net investment income (if negative, enter -0-) 14,259
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,660 8,377 8,377
2 Savings and temporary cash investments.......... 257,313 78,954 78,954
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)........ 515,450 Click to see attachment619,456 781,606
c Investments—corporate bonds (attach schedule)........ 177,269 Click to see attachment194,830 198,550
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) 952,692 901,617 1,067,487
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) Click to see attachment6,130 Click to see attachment1,789
23 Total liabilities (add lines 17 through 22).......... 6,130 1,789
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 946,562 899,828
30 Total net assets or fund balances (see page 17 of the
instructions).................... 946,562 899,828
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 952,692 901,617
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)............... 1 946,562
2 Enter amount from Part I, line 27a...................... 2 -46,734
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 899,828
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.. 6 899,828
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 10 SHS APACHE CORP COM P 2010-04-05 2010-06-16
b 10 SHS CELGENE CORP COM P 2009-07-31 2010-06-16
c 5 EATON CORP COM P 2010-04-07 2010-06-16
d 10 SHS FEDEX CORP COM P 2010-04-05 2010-06-16
e 85 SHS GENERAL ELECTRIC CO P 2010-04-07 2010-06-16
10 SHS INTEL CORP P 2010-04-05 2010-06-16
30 SHS ORACLE CORP COM P 2010-04-07 2010-06-16
5 SHS ORACLE CORP COM P 2010-04-05 2010-06-16
325 UNITS PIMCO COMMODITY RE STR OPEN END FUND P 2009-11-20 2010-06-16
26.933 UNITS PIMCO COMMODITY REALRETURN STR P 2009-12-04 2010-06-16
90.811 SHS T ROWE PRICE EM MKTS P 2010-04-05 2010-06-16
5 SHS HENRY SCHEIN INC. P 2010-04-07 2010-06-16
15 SHS SCHLUMBERGER LTD P 2009-10-20 2010-06-16
30 SHS ZIONS BANCORP COM P 2010-06-03 2010-06-16
15 SHS PIMCO COMMODITY RE STR P 2009-12-04 2010-10-05
50 SHS BURLINGTON NORTHERN SATA FE P 2009-07-31 2010-02-16
3.561 SHS AMERICAN NEW PERSPECTIVE P 2009-12-23 2010-02-24
200 SHS ARCHER DANIELS MIDLAND PFD 6.25% P 2009-07-31 2010-03-18
37.553 BLACKROCK SR FLOATING RAT FD P 2010-01-29 2010-03-25
33.001 SHS BLACKROCK SR FLOATING RATE FD P 2010-02-26 2010-03-25
36.426 SHS BLACKROCK SR FLOATING RATE FD P 2009-12-31 2010-03-25
37.405 SHS BLACKROCK SR FLOATING RATE FD P 2009-10-30 2010-03-25
37.583 SHS BLACKROCK SR FLOATING RATE FD P 2009-11-30 2010-03-25
33.86 SHS BLACKROCK SR FLOATING RATE FD P 2009-09-30 2010-03-25
26.014 SHS BLACKROCK SR FLOATING RATE FD P 2009-08-31 2010-03-25
30.396 SHS BLACKROCK SR FLOATING RATE FD P 2009-07-31 2010-03-25
30.6 SHS BLACKROCK SR FLOATING RATE FD P 2009-06-30 2010-03-25
50 SHS INVESCO INTERNATIONAL GROWN FD OPEN END FUND P 2009-12-04 2010-04-05
1.801 SHS INVESCO INTERNATIONAL P 2009-12-11 2010-04-05
100 SHS INVESCO INTERNATIONAL GROWTH FD P 2009-11-20 2010-04-05
125 SHS ALGER MIDCAP GROWTH PORTFOLIO FD P 2009-12-04 2010-04-05
325 SHS ALGER MIDCAP GROWTH PORFOLIO FD P 2009-11-20 2010-04-05
50 SHS VANGUARD EMERGING MARKETS P 2009-12-04 2010-04-05
50 SHS VANGUARD EMERGING MARKETS P 2009-11-20 2010-04-05
25 SHS GOLDMAN SACHS GROUP INC P 2009-07-31 2010-04-16
50 SHS GOLDMAN SACHS GROUP INC P 2009-06-22 2010-04-16
2.59 AMERICAN BALANCED FD P 2010-03-08 2010-04-26
2.772 SHS AMERICAN BALANCE FD P 2009-12-16 2010-04-26
2.975 SHS AMERICAN BALANCED FD P 2009-08-17 2010-04-26
1.553 SHS GROWTH FD AMER INC P 2009-12-22 2010-04-26
1.393 SHS INVESTMENT CO AMER P 2010-03-08 2010-04-26
1.387 SHS INVESTMENT CO AMER P 2009-12-24 2010-04-26
.107 SHS INVESTMENT CO AMER P 2009-12-24 2010-04-26
1.532 SHS INVESTMENT CO AMER P 2009-09-04 2010-04-26
1.613 SHS INVESTMENT CO AMERI P 2009-06-08 2010-04-26
6.466 SHS PIMCO HIGH YIELD FUND P 2010-03-31 2010-04-26
6.874 SHS PIMCO HIGH YIELD FUND P 2010-01-29 2010-04-26
500 SHS PIMCO HIGH YIELD FUND P 2010-01-05 2010-04-26
6.282 SHS PIMCO HIGH YIELD FUND P 2010-02-26 2010-04-26
3.726 SHS PIMCO HIGH YIELD FUND P 2009-12-31 2010-04-26
3.373 SHS PIMCO HIGH YIELD FUND P 2009-11-30 2010-04-26
4.11 SHS PIMCO HIGH YIELD FUND P 2009-10-03 2010-04-26
3.544 SHS PIMCO HIGH YIELD FUND P 2009-09-30 2010-04-26
3.596 SHS PIMCO HIGH YIELD FUND P 2009-08-31 2010-04-26
500 SHS PIMCO HIGH YIELD FUND P 2009-07-31 2010-04-26
1.629 SHS AMEIRCAN WASH MUTUAL INV FUND P 2010-03-22 2010-04-26
1.956 SHS AMERICAN WAS NUTUAL INV FUND P 2009-12-21 2010-04-26
2.073 SHS AMERICAN WASH MUTUAL INV FUND P 2009-09-28 2010-04-26
2.28 SHS AMERICAN WAS MUTUAL INV FUND P 2009-06-22 2010-04-26
25 SHS TRANSOCIAN LTD P 2010-04-05 2010-05-06
50 SHS TRANSOCIAN LTD P 2009-06-22 2010-05-06
20 SHS AT&T INC P 2009-11-20 2010-06-16
10 SHS ABBOTT LABS P 2009-06-22 2010-06-16
20 SHS ADOBE SYS INC P 2010-04-05 2010-06-16
10 SHS AIR PRODUCTS & CHAMICALS INC P 2009-11-20 2010-06-16
10 SHS AMAZON COM INC. P 2009-06-22 2010-06-16
25 SHS ANNALY CAPITAL MANAGEMENT P 2009-12-04 2010-06-16
10 SHS ANNALY CAPITAL MANAGEMENT P 2009-11-20 2010-06-16
10 SHS APPLE INC P 2009-11-20 2010-06-16
5 SHS APPLE INC P 2009-06-22 2010-06-16
25 SHS AVON PRODS INC P 2009-12-04 2010-06-16
5 SHS AVON PRODS INC P 2009-10-20 2010-06-16
50 SHS BANK OF AMERICA CORP P 2010-06-03 2010-06-16
25 SHS BANK OF NEW YORK MELLON P 2009-10-20 2010-06-16
20 SHS BANK OF NOVA SCOTIA P 2010-04-05 2010-06-16
10 SHS BAXTER INTERNATIONAL INC P 2009-12-04 2010-06-16
20 BHP BILLITON LTD SPONS P 2010-04-07 2010-06-16
35 SHS CVS/CAREMARK CORP P 2009-10-20 2010-06-16
15 SHS CHESAPEAKE ENERGY CORP P 2009-10-20 2010-06-16
50 SHS CISCO SYS INC P 2010-04-07 2010-06-16
5 SHS CISCO SYS INC P 2010-04-05 2010-06-16
10 SHS COLGATE PALMOLIVE CO P 2009-07-31 2010-06-16
50 SHS COPART INC P 2009-06-22 2010-06-16
50 SHS COPART INC P 2009-10-20 2010-06-16
20 SHS COVANCE INC P 2009-04-07 2010-06-16
15 CUMINS INC P 2010-04-05 2010-06-16
25 SHS WALT DISNEY CO P 2010-05-05 2010-06-16
15 SHS DIRECTV COM P 2010-06-03 2010-06-16
15 SHS EOG RESOURCES INC P 2009-07-31 2010-06-16
10 SHS EATON CORP P 2010-04-07 2010-06-16
15 SHS EXPEDITORS INTL WASH INC P 2009-12-04 2010-06-16
10 SHS EXXON MOBIL CORP P 2009-06-22 2010-06-16
10 SHS F5 NETWORKS, INC P 2010-06-03 2010-06-16
25 SHS FREEPORT MCMORAN COOPER & GOLD P 2010-04-07 2010-06-16
10 SHS GENZYME CORP GENL DIVISION P 2009-10-20 2010-06-16
5 SHS GOOGLE INC COM P 2009-06-22 2010-06-16
60 SHS HARBOR INTERNATION FD P 2010-04-08 2010-06-16
25 SHS HEWLETT PACKARD CO P 2010-04-05 2010-06-16
5 SHS HEWLETT PACKARD CO P 2010-04-07 2010-06-16
5 SHS ILLINOIS TOOL WKS INC P 2010-04-05 2010-06-16
15 SHS INTEL CORP P 2010-04-05 2010-06-16
15 SHS INTEL CORP P 2010-04-07 2010-06-16
10 SHS INTERCONENTAL EXCHANGE P 2010-06-03 2010-06-16
25 SHS INTERNATIONAL GAME TECHNOLOGY P 2009-10-20 2010-06-16
25 SHS ISHARES MSCI P 2010-04-07 2010-06-16
15 SHS ISHARES S&P MIDCAP P 2010-04-05 2010-06-16
15 SHS ISHARES S&P MIDCAP P 2010-04-05 2010-06-16
25 SHS ISHARES S&P SMALL CAP P 2010-04-07 2010-06-16
5 SHS ISHARES S&P SMALL CAP P 2010-04-05 2010-06-16
25 SHS JP MORGAN CHASE & CO P 2010-04-07 2010-06-16
25 SHS KBR INC P 2009-10-20 2010-06-16
5 SHS DBR INC P 2010-04-05 2010-06-16
10 SHS L-3 COMMUNICATIONS P 2009-07-31 2010-06-16
150 SHS MFS RESEARCH INTERNATIONAL P 2009-12-04 2010-06-16
25 SHS MEDTRONIC INC P 2010-04-05 2010-06-16
10 SHS MICROSOFT CORP P 2009-06-22 2010-06-16
10 SHS MILLIPORE CORP COM P 2009-07-31 2010-06-16
10 SHS MONSANTO CO P 2009-06-22 2010-06-16
15 SHS OCCIDENTAL PETE CORP P 2010-05-06 2010-06-16
20 SHS ORACLE CORP P 2010-04-07 2010-06-16
25 SHS PEABODY ENERGY CORP COM P 2009-11-20 2010-06-16
30 SHS PEABODY ENERGY CORP P 2009-12-04 2010-06-16
86.067 SHS PIMCO COMMODITY REALRETRUN P 2009-12-04 2010-06-16
15 SHS T ROWE PRIC GROUP INC P 2009-07-31 2010-06-16
25 SHS QUALCOM INC P 2009-12-04 2010-06-16
20 SHS QUANTA SERVICES INC P 2009-07-31 2010-06-16
25 SHS ROYCE FD PREMIER SER P 2009-07-31 2010-06-16
10 SHS SPDR GOLD TRUST FUND P 2009-07-31 2010-06-16
10 SHS HENRY SCHEIN INC P 2010-04-07 2010-06-16
5 SHS SCHLUMBERGER LTD P 2009-10-20 2010-06-16
50 SHS SCHWAB CHARLES CORP P 2010-04-07 2010-06-16
10 SHS SCHWAB CHARLES CORP P 2010-04-05 2010-06-16
25 SHS TAIWAN SEICONDUCTOR MFG P 2009-12-04 2010-06-16
15 SHS TAIWAN SEMICONDUCTOR MFG P 2009-11-20 2010-06-16
10 SHS TELEFONICA SA P 2009-06-22 2010-06-16
20 SHS TEVA PHARMACEUTICAL INDS P 2010-04-05 2010-06-16
25 SHS THERMO FISHER SCIENTIFIC INC P 2010-04-05 2010-06-16
15 SHS UNITED TECHNOLOGIES CORP P 2009-10-20 2010-06-16
15 SHS URBAN OUTFITTERS INC P 2009-12-04 2010-06-16
10 SHS VANGUARD EMERGING MARKETS P 2010-04-07 2010-06-16
10 SHS VISA INC P 2009-06-22 2010-06-16
20 SHS WELLS FARGO CO P 2009-11-20 2010-06-16
25 SHS XILINX INC P 2010-04-07 2010-06-16
45 SHS XL CAPITAL LTD P 2010-04-07 2010-06-16
25 SHS NOBLE CORP P 2010-04-05 2010-06-16
5 SHS NOBLE CORP P 2010-04-07 2010-06-16
65 SHS VANGUARD EMERGING MARKETS P 2010-04-07 2010-07-13
40 SHS MILIPORE CORP P 2009-07-31 2010-07-15
400 SHS J P MORGAN CHASE & CO PFD P 2010-01-05 2010-08-20
200 SHS J P MORGAN CHASE & CO PFD P 2010-07-13 2010-08-20
5000 FANNIE MAE NOT STEP UP P 2010-03-09 2010-09-16
5 SHS ADOBE SYS INC P 2010-04-05 2010-10-05
25 SHS BANK OF NEW YORK MELLON P 2009-10-20 2010-10-05
25 SHS BANK OF NEW YORK MELLON P 2009-12-07 2010-10-05
25 SHS BANK OF NEW YORK MELLON P 2009-11-20 2010-10-05
15 SHS BAXTER INTERNATIOBAL INC P 2009-12-04 2010-10-05
25 SHS BAXTER INTERNATIONAL INC P 2009-11-20 2010-10-05
75 SHS BHP BILLITON LTD SPONS P 2010-04-07 2010-10-05
15 SHS CVS/CAREMARK CORP P 2009-10-20 2010-10-05
25 SHS CVS/CAREMARK CORP P 2010-04-07 2010-10-05
25 SHS CVS/CAREMARK CORP P 2009-11-20 2010-10-05
25 SHS CVS/CAREMARK CORP P 2009-12-04 2010-10-05
40 SHS GENZYME CORP GENL P 2009-10-20 2010-10-05
20 SHS ILLINOIS TOOL WKS INC P 2010-04-05 2010-10-05
25 SHS INTERNATIONAL GAME TECHNOLOGY P 2009-10-20 2010-10-05
20 SHS INTERNATIONAL GAME TECHNOLOGY P 2010-06-03 2010-10-05
25 SHS INTERNATIONAL GAME TECHNOLOGY P 2009-11-20 2010-10-05
25 SHS INTERNATIONAL GAME TECHNOLOGY P 2010-04-07 2010-10-05
25 SHS INTERNATIONAL GAME TECHNOLOGY P 2010-04-06 2010-10-05
25 SHS INTERNATIONAL GAME TECHNOLOGY P 2009-12-04 2010-10-05
180 SHS PEABODY ENERGY CORP COM P 2009-12-04 2010-10-05
14.146 PIMCO COMMODITY REALRETRUN P 2009-12-30 2010-10-05
150. SHS PIMCO COMMODITY REALRETURN P 2009-10-20 2010-10-05
7.478 SHS PIMCO COMMODITY REALRETURN P 2009-12-09 2010-10-05
168.376 SHS PIMCO COMMODITY REALRETURN P 2010-04-07 2010-10-05
40 SHS SCHWAB CHARLES CORP NEW P 2010-04-05 2010-10-05
25 SHS SCHWAB CHARLES CORP NEW P 2009-12-04 2010-10-05
100 SHS SCHWAB CHARLES CORP NEW P 2009-10-20 2010-10-05
25 SHS SCHWAB CHARLES CORP NEW P 2009-11-20 2010-10-05
10 SHS TAIWAN SEMICONDUCTOR MFG P 2009-11-20 2010-10-05
100 SHS TAIWAN SEMICONDUCTOR P 2009-10-20 2010-10-05
30 SHS WELLS FARGO CO P 2009-11-20 2010-10-05
20 SHS NOBLE CORP FGN COM P 2010-04-07 2010-10-05
50 SHS NOBLE CORP FGN COM P 2009-10-20 2010-10-05
25 SHS NOBLE CORP FGN COM P 2009-12-04 2010-10-05
25 SHS NOBLE CORP FGN COM P 2009-11-20 2010-10-05
270 SHS BANK OF AMERICA CORP P 2010-06-03 2010-12-22
397 SHS AMERICAN NEW PERSPECTIVE P 1979-02-22 2010-02-24
8445 SHS BLACKROCK SR FLOATING RATE P 2007-07-18 2010-03-25
466 SHS AMERICAN BALANCED FD INC P 1979-02-22 2010-04-26
4 SHS AMERICAN BALANCED FD P 1979-02-22 2010-04-26
200 SHS GROWTH FD AMER INC P 1979-02-22 2010-04-26
274 SHS INVESTMENT CO AMER MUTUAL P 1979-02-22 2010-04-26
1 SHS INVESTMENT CO AMER MUTUAL P 1979-02-22 2010-04-26
269 SHS AMERICAN WASH MUTUAL P 1979-02-22 2010-04-26
40 SHS ABBOTT LABS P 2009-06-22 2010-10-05
50 SHS ADOBE SYS INC P 2009-07-31 2010-10-05
50 SHS ADOBE SYS INC P 2009-06-22 2010-10-05
40 SHS APPLE INC P 2009-06-22 2010-10-05
50 SHS BANK OF NEW YROK MELLON P 2009-06-22 2010-10-05
50 SHS CVS/CAREMARK CORP P 2009-07-31 2010-10-05
50 SHS CVS/CAREMARK CORP P 2009-06-22 2010-10-05
30 SHS EOG RESOURCES INC P 2009-07-31 2010-10-05
40 SHS L-3 COMMUNICATIONS P 2009-07-31 2010-10-05
40 SHS MICROSOFT CORP P 2009-06-22 2010-10-05
150 SHS SCHWAB CHARLES CORP P 2009-06-22 2010-10-05
100 SHS TAIWAN SEMICONDUCTOR P 2009-06-22 2010-10-05
40 SHS TELEFONICA P 2009-06-22 2010-10-05
40 SHS VISA INC P 2009-06-22 2010-10-05
50 SHS WELLS FARGO P 2009-07-31 2010-10-05
50 SHS WELLS FARGO P 2009-06-22 2010-10-05
50 SHS NOBLE CORP FGN COM P 2009-06-22 2010-10-05
SPDR GOLD TRUST FUND P 2009-07-31 2010-12-31
SPDR GOLD TRUST FUND P 2009-07-31 2010-12-31
100 SHS POWERSHARES DB COMMODITY P 2009-07-31 2010-06-16
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 973   1,063 -90
b 542   577 -35
c 369   393 -24
d 815   924 -109
e 1,333   1,581 -248
214   226 -12
690   778 -88
115   128 -13
2,467   2,688 -221
204   222 -18
2,652   2,896 -244
278   296 -18
897   1,035 -138
719   721 -2
123   124 -1
5,000   3,961 1,039
88   90 -2
8,197   7,916 281
280   284 -4
246   249 -3
271   273 -2
278   276 2
280   277 3
252   248 4
193   186 7
226   214 12
228   208 20
1,275   1,250 25
46   44 2
2,551   2,441 110
790   701 89
2,054   1,801 253
2,177   2,084 93
2,177   2,028 149
4,012   4,058 -46
8,023   6,946 1,077
44   43 1
47   45 2
51   45 6
45   42 3
38   36 2
38   36 2
3   3 0
42   36 6
44   36 8
59   59 0
63   61 2
4,585   4,440 145
58   56 2
34   33 1
31   29 2
37   35 2
33   30 3
33   29 4
4,585   4,000 585
42   41 1
51   48 3
54   47 7
60   47 13
1,798   2,237 -439
3,597   3,655 -58
509   521 -12
477   470 7
648   721 -73
698   822 -124
1,254   793 461
433   458 -25
173   182 -9
2,610   1,999 611
1,305   685 620
710   898 -188
142   170 -28
783   801 -18
657   728 -71
995   1,007 -12
420   564 -144
1,340   1,619 -279
1,119   1,323 -204
376   426 -50
1,153   1,323 -170
115   130 -15
805   724 81
1,840   1,715 125
1,840   1,657 183
1,087   1,226 -139
1,123   983 140
871   881 -10
585   589 -4
1,638   1,101 537
739   786 -47
581   500 81
619   693 -74
721   708 13
1,657   2,151 -494
499   552 -53
2,480   2,019 461
3,067   3,375 -308
1,198   1,343 -145
240   268 -28
233   240 -7
321   339 -18
321   336 -15
1,231   1,224 7
473   527 -54
1,253   1,413 -160
1,163   1,209 -46
1,257   1,305 -48
1,460   1,534 -74
292   304 -12
951   1,142 -191
562   606 -44
112   114 -2
819   757 62
1,976   2,214 -238
966   1,145 -179
265   234 31
1,065   707 358
510   790 -280
1,289   1,245 44
460   519 -59
1,030   1,128 -98
1,236   1,309 -73
630   685 -55
753   703 50
884   1,141 -257
446   473 -27
429   364 65
1,206   925 281
557   592 -35
299   345 -46
793   972 -179
159   187 -28
252   271 -19
151   155 -4
590   642 -52
1,069   1,274 -205
1,325   1,295 30
1,022   976 46
566   501 65
396   435 -39
763   625 138
554   558 -4
655   664 -9
798   881 -83
767   1,077 -310
153   213 -60
2,629   2,828 -199
4,280   2,830 1,450
20,000   20,096 -96
10,000   9,938 62
50,000   50,000 0
129   180 -51
662   728 -66
662   671 -9
662   654 8
723   847 -124
1,204   1,362 -158
5,865   6,072 -207
481   567 -86
802   896 -94
802   790 12
802   773 29
2,852   2,209 643
958   959 -1
355   527 -172
284   396 -112
355   485 -130
355   485 -130
354   482 -128
354   457 -103
9,054   7,855 1,199
116   116 0
1,231   1,227 4
61   59 2
1,382   1,332 50
578   748 -170
361   461 -100
1,444   1,837 -393
361   457 -96
103   104 -1
1,033   998 35
785   837 -52
671   850 -179
1,677   2,110 -433
839   1,010 -171
839   988 -149
3,610   4,328 -718
7,360   7,918 -558
62,876   74,991 -12,115
7,983   8,580 -597
69   1 68
5,852   6,524 -672
7,519   8,492 -973
27   1 26
7,040   8,231 -1,191
2,120   1,879 241
1,292   1,643 -351
1,292   1,380 -88
11,471   5,478 5,993
1,323   1,422 -99
1,604   1,685 -81
1,604   1,562 42
2,912   2,202 710
2,826   3,029 -203
975   935 40
2,166   2,625 -459
1,033   904 129
3,072   2,567 505
2,976   2,498 478
1,308   1,245 63
1,308   1,162 146
1,692   1,585 107
8   6 2
12   10 2
2,229   2,273 -44
66     66
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       -90
b       -35
c       -24
d       -109
e       -248
      -12
      -88
      -13
      -221
      -18
      -244
      -18
      -138
      -2
      -1
      1,039
      -2
      281
      -4
      -3
      -2
      2
      3
      4
      7
      12
      20
      25
      2
      110
      89
      253
      93
      149
      -46
      1,077
      1
      2
      6
      3
      2
      2
      0
      6
      8
      0
      2
      145
      2
      1
      2
      2
      3
      4
      585
      1
      3
      7
      13
      -439
      -58
      -12
      7
      -73
      -124
      461
      -25
      -9
      611
      620
      -188
      -28
      -18
      -71
      -12
      -144
      -279
      -204
      -50
      -170
      -15
      81
      125
      183
      -139
      140
      -10
      -4
      537
      -47
      81
      -74
      13
      -494
      -53
      461
      -308
      -145
      -28
      -7
      -18
      -15
      7
      -54
      -160
      -46
      -48
      -74
      -12
      -191
      -44
      -2
      62
      -238
      -179
      31
      358
      -280
      44
      -59
      -98
      -73
      -55
      50
      -257
      -27
      65
      281
      -35
      -46
      -179
      -28
      -19
      -4
      -52
      -205
      30
      46
      65
      -39
      138
      -4
      -9
      -83
      -310
      -60
      -199
      1,450
      -96
      62
      0
      -51
      -66
      -9
      8
      -124
      -158
      -207
      -86
      -94
      12
      29
      643
      -1
      -172
      -112
      -130
      -130
      -128
      -103
      1,199
      0
      4
      2
      50
      -170
      -100
      -393
      -96
      -1
      35
      -52
      -179
      -433
      -171
      -149
      -718
      -558
      -12,115
      -597
      68
      -672
      -973
      26
      -1,191
      241
      -351
      -88
      5,993
      -99
      -81
      42
      710
      -203
      40
      -459
      129
      505
      478
      63
      146
      107
      2
      2
      -44
      66
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 -8,733
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 27,705 846,049 0.032746
2008 34,043 1,095,749 0.031068
2007 94,793 1,201,359 0.078905
2006 42,964 1,135,111 0.037850
2005 72,409 1,097,015 0.066005
2 Total of line 1, column (d) ...................... 2 0.246574
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 0.049315
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,043,757
5 Multiply line 4 by line 3....................... 5 51,473
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 143
7 Add lines 5 and 6......................... 7 51,616
8 Enter qualifying distributions from Part XII, line 4.............. 8 42,858
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 1 285
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............................ 3 285
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- ..... 5 285
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
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 0
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 9 285
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)bulletNY
    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 addressbulletWWW.WORLDSEATS.COM/MHR/
    14
    The books are in care ofbulletTHE MILLMAN HARRIS ROMANO FDN Telephone no.bullet (845) 452-6343
    Located atbullet10 CIRCULAR ROADPOUGHKEEPSIENY ZIP+4bullet12601
    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
    JODE MILLMAN PRESIDENT, DIRECTOR
    20.00
    12,000 0 0
    10 CIRCULAR ROAD
    POUGHKEEPSIE,NY126013315
    MICHAEL J HARRIS SECRETARY, TREASURER, DIRE
    0.00
    0 0 0
    10 CIRCULAR ROAD
    POUGHKEEPSIE,NY126013315
    ELLIN R MILLMAN VICE PRESIDENT, DIRECTOR
    0.00
    0 0 0
    7 ADRIANCE AVENUE
    POUGHKEEPSIE,NY126013315
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    886,000
    b
    Average of monthly cash balances.......................
    1b
    173,652
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,059,652
    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
    1,059,652
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    15,895
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,043,757
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    52,188
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    52,188
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    285
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    285
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,903
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    51,903
    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
    51,903
    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
    32,281
    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
    10,577
    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
    42,858
    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
    42,858
    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 51,903
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 3,781
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 42,858
    a Applied to 2009, but not more than line 2a 3,781
    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..... 39,077
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    12,826
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABILITIES FIRST
    13 STERLING PLACE
    POUGHKEEPSIE,NY12603
    NONE PUBLIC PROVIDES SERVICES TO PEOPLE WITH DISABILITIES 1,400
    BARDAVON 1869 OPERAHOUSE
    35 MARKET STREET
    POUGHKEEPSIE,NY12603
    NONE PUBLIC SUPPORT OF MUSICAL PROGRAMS 5,000
    CREW FOUNDATION
    1201 WOKARUSA DRIVE SUITE C3
    LAWRENCE,KS66049
    NONE PUBLIC SUPPORT EDUCATIONAL PROGRAMS FOR WOMEN IN COMMERCIAL REAL ESTATE 5,000
    DUTCHESS COMMUNITY COLLEGE FOUNDATION
    53 PENDELL ROAD
    POUGHKEEPSIE,NY12601
    NONE PUBLIC BENEFIT COLLEGE & SPONSORSHIP PROGRAM 4,337
    DUTCHESS COUNTY SPCA
    636 VIOLET AVE
    HYDE PARK,NY12538
    NONE PUBLIC SPONSOR PET WALK 687
    DUTCHESS OUTREACH INC
    29 NORTH HAMILTON ST SUITE 223
    POUGHKEEPSIE,NY12601
    NONE PUBLIC PROVIDE FOR BASIC NEEDS OF NEEDY FAMILIES 1,500
    FAMILY PARTNERSHIP CENTER
    29 NORTH HAMILTON STREET
    POUGHKEEPSIE,NY12601
    NONE PUBLIC JOHN FLOWERS COMMUNITY PROJECTS 1,500
    GREATER PROSTATE CANCER CHALLENGE THE PROJECT TO END PROSTATE CANCER
    10 G STREET NE SUITE 601
    WASHINGTON,DC20002
    NONE PUBLIC SPONSOR PROSTATE CANCER WALK 400
    HOLE IN THE WALL GANG
    265 CHURCH STREET
    NEW HAVEN,CT06510
    NONE PUBLIC SUPPORT CAMP FOR CHILDREN WITH SERIOUS MEDICAL CONDI 2,500
    KIDS EXPO 2010 - POUGHKEEPSIE
    110 SOUTH BROAD STREET
    POUGHKEEPSIE,NY12601
    NONE PUBLIC PROVIDES EDUCATION ACTIVITIES FOR CITY CHILDREN 750
    MENTAL HEALTH AMERICA OF DUTCHESS COUNTY
    253 MANSION STREET
    POUGHKEEPSIE,NY12601
    NONE PUBLIC PROVIDE SUPPORT SERVICES FOR THE MENTALLY ILL 1,000
    MILES OF HOPE BREAST CANCER FOUNDATION
    PO BOX 405
    LAGRANGEVILLE,NY12540
    NONE PUBLIC HELP PEOPLE AFFECTED BY BREAST CANCER 807
    NEW YORK RESTORATION PROJECT
    254 WEST 31 ST 10TH FLOOR
    NEW YORK,NY10001
    NONE PUBLIC 2010 GRANT -EDUCATION PROGRAM 2,000
    NEW YORK STAGE AND FILM COMPANY
    315 WEST 36TH STREET
    NEW YORK,NY10018
    NONE PUBLIC SUPPORT THE ARTS 5,000
    ST FRANCIS HEALTH CARE FOUNDATION
    NORTH ROAD
    POUGHKEEPSIE,NY12601
    NONE PUBLIC PROVIDES SUPPORT FOR ST. FRANCIS HOSPITAL 400
    Total .................................bullet 3a 32,281
    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     20 5,050  
    4 Dividends and interest from securities....     14 19,747  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 39  
    8Gain or (loss) from sales of assets other than inventory     18 -8,733  
    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 16,103 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1316,103
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,500 0   0

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Name of Bond End of Year Book Value End of Year Fair Market Value
    KEY BANK NA PORTFOLIO 194,830 198,550

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Name of Stock End of Year Book Value End of Year Fair Market Value
    IBM 93,596 166,902
    KEY BANK NA PORTFOLIO 525,860 614,704

    TY 2010 OtherExpensesSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE FEES 10,180 10,180   0
    TELEPHONE 1,670 0   0
    ANNUAL REPORT 100 0   0
    DUES & SUBSCRIPTIONS 500 0   0
    DB COMMODITY INDEX TRACKING 121 121   0


    TY 2010 OtherIncomeSchedule2
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    KEY BANK 39 39 39


    TY 2010 OtherLiabilitiesSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 6,130 1,789


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OUTSIDE CONTRACTORS 630 0   0


    TY 2010 TaxesSchedule
    Name:
    THE MILLMAN-HARRIS-ROMANO FOUNDATION
    EIN: 14-1833603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 1,307 0   0
    FOREIGN TAX WITHHELD 276 276   0
    2009 TAX ON 990PF 272 0   0