-
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
04-01-2010
, and ending
03-31-2011
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
TRIXIE PUFF CHARITABLE PRIVATE FDN
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 75000
Room/suite
City or town, state, and ZIP code
DETROIT
,
MI
482753302
A Employer identification number
22-6866487
B
Telephone number (see page 10 of the instructions)
(313) 222-6297
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)
$
2,542,449
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
4
Dividends and interest from securities
......
37,735
37,735
5a
Gross rents
..............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
23,042
b
Gross sales price for all assets on line 6a
239,853
7
Capital gain net income (from Part IV, line 2)
...
23,042
8
Net short-term capital gain
.........
0
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
........
60,777
60,777
13
Compensation of officers, directors, trustees, etc.
22,307
22,307
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
34,770
34,770
0
17
Interest
...............
0
18
Taxes (attach schedule) (see page 14 of the instructions)
403
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
57,480
57,077
0
0
25
Contributions, gifts, grants paid
........
163,146
163,146
26
Total expenses and disbursements.
Add lines 24 and 25
220,626
57,077
0
163,146
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-159,849
b
Net investment income
(if negative, enter -0-)
3,700
c
Adjusted net income
(if negative, enter -0-)
...
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
..........
2,960
4,839
4,839
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
........
2,362,619
2,200,891
2,537,610
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)
...........
0
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)
2,365,579
2,205,730
2,542,449
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
.........
2,365,579
2,205,730
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see page 17 of the
instructions)
....................
2,365,579
2,205,730
31
Total liabilities and net assets/fund balances
(see page 17 of
the instructions)
..................
2,365,579
2,205,730
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
2,365,579
2
Enter amount from Part I, line 27a
......................
2
-159,849
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
2,205,730
5
Decreases not included in line 2 (itemize)
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
2,205,730
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
546.466 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL
2009-11-17
2010-04-23
b
685.544 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL
2009-11-17
2010-05-10
c
651.558 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-05-10
d
307.692 UBS PACE SM/MD CO VAL EQUI P
2003-05-09
2010-05-10
e
356.347 UBS PACE SM/MD CO GRO EQUI P
2003-05-09
2010-05-10
730.594 UBS PACE GLOBAL FIXED INCOME CL P
2009-11-17
2010-05-10
916.614 UBS PACE LARGE CO VALUE EQUITY CL P
2003-05-09
2010-05-10
896.08 UBS PACE LARGE CO GRWTH P
2003-05-09
2010-05-10
1037.543 UBS PACE INTERNATIONAL EQUITY CL P
2009-11-17
2010-05-10
252.702 UBS PACE INTL EMG MKT EQUITY CL P
2009-11-17
2010-05-10
42.593 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL P
2009-11-17
2010-05-17
40.579 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-05-17
19.182 UBS PACE SM/MD CO VAL EQUI P
2003-05-09
2010-05-17
22.189 UBS PACE SM/MD CO GRO EQUI P
2003-05-09
2010-05-17
46.339 UBS PACE GLOBAL FIXED INCOME CL P
2009-11-17
2010-05-17
58.594 UBS PACE LARGE CO VALUE EQUITY CL P
2003-05-09
2010-05-17
57.288 UBS PACE LARGE CO GRWTH P
2003-05-09
2010-05-17
67.918 UBS PACE INTERNATIONAL EQUITY CL P
2009-11-17
2010-05-17
16.295 UBS PACE INTL EMG MKT EQUITY CL P
2009-11-17
2010-05-17
509.225 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL
2009-11-17
2010-06-16
428.089 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-06-16
58.855 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2010-05-20
2010-06-16
239.203 UBS PACE SM/MD CO VAL EQUI P
2003-05-09
2010-06-16
273.556 UBS PACE SM/MD CO GRO EQUI P
2003-05-09
2010-06-16
555.042 UBS PACE GLOBAL FIXED INCOME CL P
2009-11-17
2010-06-16
720.48 UBS PACE LARGE CO VALUE EQUITY CL P
2003-05-09
2010-06-16
698.125 UBS PACE LARGE CO GRWTH P
2009-11-17
2010-06-16
810.667 UBS PACE INTERNATIONAL EQUITY CL P
2009-11-17
2010-06-16
195.205 UBS PACE INTL EMG MKT EQUITY CL P
2009-11-17
2010-06-16
369.87 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-07-23
19.679 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL P
2009-11-17
2010-08-16
24.878 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-08-16
27.91 UBS PACE INTL EMG MKT EQUITY CL P
2008-12-17
2010-08-16
16.825 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL P
2009-11-17
2010-09-16
15.614 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2010-08-23
2010-09-16
8.304 UBS PACE SM/MD CO VAL EQUI P
2003-05-09
2010-09-16
9.252 UBS PACE SM/MD CO GRO EQUI P
2003-05-09
2010-09-16
17.227 UBS PACE GLOBAL FIXED INCOME CL P
2009-11-17
2010-09-16
23.904 UBS PACE LARGE CO VALUE EQUITY CL P
2003-05-09
2010-09-16
22.901 UBS PACE LARGE CO GRWTH P
2003-05-09
2010-09-16
25.166 UBS PACE INTERNATIONAL EQUITY CL P
2009-11-17
2010-09-16
5.878 UBS PACE INTL EMG MKT EQUITY CL P
2008-12-17
2010-09-16
589.574 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-10-22
251.641 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL
2009-11-17
2010-11-15
73.043 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-11-15
160.697 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2010-10-21
2010-11-15
113.636 UBS PACE SM/MD CO VAL EQUI P
2003-05-09
2010-11-15
123.882 UBS PACE SM/MD CO GRO EQUI P
2003-05-09
2010-11-15
252.525 UBS PACE GLOBAL FIXED INCOME CL P
2009-11-17
2010-11-15
336.03 UBS PACE LARGE CO VALUE EQUITY CL P
2003-05-09
2010-11-15
313.043 UBS PACE LARGE CO GRWTH P
2003-05-09
2010-11-15
354.864 UBS PACE INTERNATIONAL EQUITY CL P
2009-11-17
2010-11-15
81.72 UBS PACE INTL EMG MKT EQUITY CL P
2008-12-17
2010-11-15
25.091 UBS PACE GOVERNMENT SECURITIES FIXED INCOME INVESTMENTS FD CL P
2010-10-21
2010-11-18
23.39 UBS PACE STRATEGIC FIXED INCOME INVESTMENTS FD CL P
2003-05-09
2010-11-18
11.371 UBS PACE SM/MD CO VAL EQUI P
2003-05-09
2010-11-18
12.303 UBS PACE SM/MD CO GRO EQUI P
2009-11-17
2010-11-18
25.381 UBS PACE GLOBAL FIXED INCOME CL P
2009-11-19
2010-11-18
33.603 UBS PACE LARGE CO VALUE EQUITY CL P
2009-11-17
2010-11-18
31.268 UBS PACE LARGE CO GRWTH P
2009-11-17
2010-11-18
35.267 UBS PACE INTERNATIONAL EQUITY CL P
2009-11-17
2010-11-18
8.196 UBS PACE INTL EMG MKT EQUITY CL P
2009-11-17
2010-11-18
29.781 PACE SELECT ADVISORS TR INTL EQUITY INVS
2009-11-17
2010-12-07
6.738 PACE SELECT ADVISORS TR INTL EMG MKT EQU
2009-11-17
2010-12-07
25.267 PACE SELECT ADVISORS TR LARGE CO GRW EQY
2009-11-17
2010-12-07
27.456 PACE SELECT ADVISORS TR LARGE CO VALUE E
2009-11-17
2010-12-07
21.589 PACE SELECT ADVISORS TR INTL FIXED INCOM
2010-10-21
2010-12-07
9.512 PACE SELECT ADVISORS TR SM/MD CO GRO EQT
2009-11-17
2010-12-07
8.998 PACE SELECT ADVISORS TR SM/MD CO VAL EQT
2003-05-09
2010-12-07
19.8 PACE SELECT ADVISORS TR STRATEGIC FXD IN
2010-11-19
2010-12-07
21.124 PACE SELECT ADVISORS TR GOVT SECS FIXED
2010-10-21
2010-12-07
35.05 PACE SELECT ADVISORS TR INTL EQUITY INVS
2009-11-17
2011-01-12
7.922 PACE SELECT ADVISORS TR INTL EMG MKT EQU
2009-11-17
2011-01-12
29.032 PACE SELECT ADVISORS TR LARGE CO GRW EQY
2009-11-17
2011-01-12
31.414 PACE SELECT ADVISORS TR LARGE CO VALUE E
2009-11-17
2011-01-12
25.929 PACE SELECT ADVISORS TR INTL FIXED INCOM
2010-10-21
2011-01-12
10.863 PACE SELECT ADVISORS TR SM/MD CO GRO EQT
2009-11-17
2011-01-12
10.198 PACE SELECT ADVISORS TR SM/MD CO VAL EQT
2003-05-09
2011-01-12
24.468 PACE SELECT ADVISORS TR STRATEGIC FXD IN
2010-11-19
2011-01-12
26.296 PACE SELECT ADVISORS TR GOVT SECS FIXED
2010-11-19
2011-01-12
349.492 PACE SELECT ADVISORS TR GOVT SECS FIXED
2010-07-22
2011-01-24
127.211 PACE SELECT ADVISORS TR GOVT SECS FIXED
2009-11-17
2011-01-24
104.124 PACE SELECT ADVISORS TR GOVT SECS FIXED
2010-12-21
2011-01-24
22.806 PACE SELECT ADVISORS TR INTL EQUITY INVS
2009-11-17
2011-02-15
5.56 PACE SELECT ADVISORS TR INTL EMG MKT EQU
2010-12-16
2011-02-15
18.692 PACE SELECT ADVISORS TR LARGE CO GRW EQY
2009-11-17
2011-02-15
20.339 PACE SELECT ADVISORS TR LARGE CO VALUE E
2009-11-17
2011-02-15
17.286 PACE SELECT ADVISORS TR INTL FIXED INCOM
2010-09-22
2011-02-15
6.961 PACE SELECT ADVISORS TR SM/MD CO GRO EQT
2009-11-17
2011-02-15
6.615 PACE SELECT ADVISORS TR SM/MD CO VAL EQT
2003-05-09
2011-02-15
10.387 PACE SELECT ADVISORS TR STRATEGIC FXD IN
2010-07-22
2011-02-15
6.018 PACE SELECT ADVISORS TR STRATEGIC FXD IN
2010-11-19
2011-02-15
17.652 PACE SELECT ADVISORS TR GOVT SECS FIXED
2011-01-20
2011-02-15
60.317 PACE SELECT ADVISORS TR INTL EQUITY INVS
2010-12-16
2011-03-15
14.012 PACE SELECT ADVISORS TR INTL EMG MKT EQU
2010-12-16
2011-03-15
48.993 PACE SELECT ADVISORS TR LARGE CO GRW EQY
2009-11-17
2011-03-15
52.539 PACE SELECT ADVISORS TR LARGE CO VALUE E
2009-11-17
2011-03-15
41.841 PACE SELECT ADVISORS TR INTL FIXED INCOM
2009-11-17
2011-03-15
18.094 PACE SELECT ADVISORS TR SM/MD CO GRO EQT
2009-11-17
2011-03-15
17.133 PACE SELECT ADVISORS TR SM/MD CO VAL EQT
2003-05-09
2011-03-15
40.636 PACE SELECT ADVISORS TR STRATEGIC FXD IN
2010-07-22
2011-03-15
43.726 PACE SELECT ADVISORS TR GOVT SECS FIXED
2009-11-17
2011-03-15
(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
7,279
7,525
-246
b
9,200
9,440
-240
c
9,200
9,158
42
d
4,800
4,560
240
e
4,800
4,248
552
8,000
9,096
-1,096
14,400
13,291
1,109
14,400
10,672
3,728
12,160
13,447
-1,287
3,040
3,106
-66
575
587
-12
575
570
5
300
284
16
300
264
36
500
577
-77
900
850
50
900
682
218
760
880
-120
190
200
-10
6,900
7,012
-112
6,066
6,017
49
834
835
-1
3,600
3,545
55
3,600
3,261
339
6,000
6,910
-910
10,800
10,447
353
10,800
10,828
-28
9,120
10,506
-1,386
2,280
2,399
-119
5,334
5,199
135
270
271
-1
368
350
18
343
214
129
230
232
-2
230
231
-1
120
123
-3
120
110
10
200
214
-14
360
347
13
360
273
87
304
326
-22
76
45
31
8,808
8,286
522
3,450
3,465
-15
1,078
1,027
51
2,372
2,388
-16
1,800
1,684
116
1,800
1,477
323
3,000
3,144
-144
5,400
4,872
528
5,400
3,728
1,672
4,560
4,599
-39
1,140
626
514
345
346
-1
345
329
16
180
169
11
180
148
32
300
316
-16
540
502
38
540
485
55
456
457
-1
114
101
13
380
386
-6
95
83
12
450
392
58
450
410
40
250
263
-13
150
115
35
150
133
17
288
292
-4
288
291
-3
456
454
2
114
97
17
540
450
90
540
469
71
300
313
-13
180
131
49
180
151
29
345
360
-15
345
362
-17
4,575
4,692
-117
1,665
1,752
-87
1,363
1,425
-62
304
296
8
76
77
-1
360
290
70
360
304
56
200
205
-5
120
84
36
120
98
22
146
150
-4
84
89
-5
230
231
-1
760
763
-3
190
194
-4
900
760
140
900
785
115
500
521
-21
300
218
82
300
254
46
575
588
-13
575
602
-27
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
-246
b
-240
c
42
d
240
e
552
-1,096
1,109
3,728
-1,287
-66
-12
5
16
36
-77
50
218
-120
-10
-112
49
-1
55
339
-910
353
-28
-1,386
-119
135
-1
18
129
-2
-1
-3
10
-14
13
87
-22
31
522
-15
51
-16
116
323
-144
528
1,672
-39
514
-1
16
11
32
-16
38
55
-1
13
-6
12
58
40
-13
35
17
-4
-3
2
17
90
71
-13
49
29
-15
-17
-117
-87
-62
8
-1
70
56
-5
36
22
-4
-5
-1
-3
-4
140
115
-21
82
46
-13
-27
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
23,042
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
234,900
1,214,397
0.193429
2008
252,818
814,833
0.31027
2007
276,618
1,275,870
0.216807
2006
243,578
1,409,808
0.172774
2005
223,765
1,517,578
0.147449
2
Total
of line 1, column (d)
......................
2
1.040729
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
0.208146
4
Enter the net value of noncharitable-use assets for 2010 from Part X, line 5
.....
4
2,328,056
5
Multiply line 4 by line 3
.......................
5
484,575
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
37
7
Add lines 5 and 6
.........................
7
484,612
8
Enter qualifying distributions from Part XII, line 4
..............
8
163,146
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
74
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
0
3
Add lines 1 and 2
............................
3
74
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
74
6
Credits/Payments:
a
2010 estimated tax payments and 2009 overpayment credited to 2010
6a
244
b
Exempt foreign organizations—tax withheld at source
.......
6b
c
Tax paid with application for extension of time to file (Form 8868)
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
244
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
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
170
11
Enter the amount of line 10 to be:
Credited to 2011 estimated tax
76
Refunded
11
94
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
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If “Yes,” complete Part II, col. (c), and Part XV.
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see page 19 of the
instructions)
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
Yes
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
14
The books are in care of
COMERICA BANK
Telephone no.
(313) 222-3304
Located at
500 WOODWARD 21ST FLOOR
DETROIT
MI
ZIP+4
48226
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
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
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
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
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
COMERICA BANK & TRUST
TRUSTEE
2
12,307
PO BOX 75000 M/C 3300
DETROIT
,
MI
482753300
PETER A SMITH
DIRECTOR
1
5,000
400 SOUTHPOINTE BLVD
CANONSBURG
,
PA
15317
LORETTA E STANA
DIRECTOR
10
5,000
678 STANA LANE
RUFFS DALE
,
PA
15679
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
...................
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
.............
0
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
2,363,509
b
Average of monthly cash balances
.......................
1b
0
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
2,363,509
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
2,363,509
4
Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
of the instructions)
............................
4
35,453
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,328,056
6
Minimum investment return.
Enter 5% of line 5
...................
6
116,403
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
116,403
2a
Tax on investment income for 2010 from Part VI, line 5
......
2a
74
b
Income tax for 2010. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
74
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
116,329
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
.............................
5
116,329
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
116,329
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
163,146
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
163,146
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
163,146
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
116,329
2
Undistributed income, if any, as of the end of 2010:
a
Enter amount for 2009 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2010:
a
From 2005
.......
98,193
b
From 2006
.......
174,732
c
From 2007
.......
215,388
d
From 2008
.......
212,240
e
From 2009
.......
174,423
f
Total
of lines 3a through e
.........
874,976
4
Qualifying distributions for 2010 from Part
XII, line 4:
$
163,146
a
Applied to 2009, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see page 26 of the instructions)
0
c
Treated as distributions out of corpus (Election
required—see page 26 of the instructions)
...
0
d
Applied to 2010 distributable amount
.....
116,329
e
Remaining amount distributed out of corpus
46,817
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
921,793
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
...........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable
amount—see page 27 of the instructions
...
0
e
Undistributed income for 2009. Subtract line
4a from line 2a. Taxable amount—see page 27
of the instructions
...........
0
f
Undistributed income for 2010. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2011
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (see page 27
of the instructions)
...........
0
8
Excess distributions carryover from 2005 not
applied on line 5 or line 7 (see page 27 of the
instructions)
.............
98,193
9
Excess distributions carryover to 2011.
Subtract lines 7 and 8 from line 6a
......
823,600
10
Analysis of line 9:
a
Excess from 2006
....
174,732
b
Excess from 2007
....
215,388
c
Excess from 2008
....
212,240
d
Excess from 2009
....
174,423
e
Excess from 2010
....
46,817
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).)
NONE
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.
NONE
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:
BEVERLY SUCHENEK
PO BOX 75000 M/C 3300
DETROIT
,
MI
482753300
(313) 222-6297
b
The form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
c
Any submission deadlines:
NO DEADLINES ACTIVITIES SHOULD BE CONCENTRATED IN THE AREAS OF PREVENTION OF
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CRUELTY TO CHILDREN OR ANIMALS, RELIGIOUS, CHARITABLE,SCIENTIFIC, LITERARY, EDUCATION, YOUTH DEVELOPMENT, MEDICAL RESEARCH AND CUMMUNITY DEVELOPMENT
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
ROSTRAVER PUBLIC LIBRARY
700 PLAZA DR
BELLE VERNON
,
PA
15012
NONE
EXEMPT
DAILY OPERATIONS
79,146
COUNTY LINE CHURCH OF THE BRETHREN
4227 N HARDIN RD
HARROD
,
OH
45850
NONE
EXEMPT
SUPPORT
2,000
GOOD SHEPHERD SCHOOL
1024 MAPLE WAY
BRADDOCK
,
PA
15104
NONE
EXEMPT
SUPPORT
5,000
TRINITY MISSIONARY BAPTIST CHURCH
6656 APPLE STREET
PITTSBURGH
,
PA
15206
NONE
EXEMPT
SUPPORT
5,000
CURA PERSONALIS
PO BOX 64818
BALTIMORE
,
MD
21264
NONE
EXEMPT
SUPPORT
5,000
ST JOHN THE BAPTIST SCHOOL
504 BROADWAY
SCOTTDALE
,
PA
15683
NONE
EXEMPT
SUOPORT
5,000
CARLOW UNIVERSITY FUND
3333 FIFTH AVENUE
PITTSBURG
,
PA
15213
NONE
EXEMPT
SUPPORT
2,000
ANIMAL FRIENDS OF CENTRAL WEST
VIRGINIA
252 BREWER ROAD
MORGANTOWN
,
WV
26508
NONE
EXEMPT
SUPPORT
1,000
ANIMALS FRIENDS
562 CAMP HORNE ROAD
PITTSBURGH
,
PA
15237
NONE
EXEMPT
SUPPORT
1,000
ANIMAL FREINDS OF WESTMORELAND
COUNTY
PO BOX 100
YOUNGWOOD
,
PA
15697
NONE
EXEMPT
SUPOPORT
1,000
GEIBEL MIDDLE SENIOR HIGH SCHOOL
611 E CRAWFORD AVENUE
CONNELLSVILLE
,
PA
15425
NONE
EXEMPT
SUPPORT
1,000
CONN AREA CATHOLIC SCHOOL
110 N PROSPECT STREET
CONNELLSVILLE
,
PA
15425
NONE
EXEMPT
SUPPORT
1,000
VERNA MONTESSORI SCHOOL
268 PRITTSTOWN ROAD
MT PLEASANT
,
PA
15666
NONE
EXEMPT
SUPPORT
1,000
CLELIAN HEIGHTS SCHOOL
235 CLELIAN HEIGHTS LANE
GREENSBURG
,
PA
15601
NONE
EXEMPT
SUPPORT
1,000
SCOTTDALE PUBLIC LIBRARY
106 SPRING STREET
SCOTTDALE
,
PA
15683
NONE
EXEMPT
SUPPORT
1,000
MT PLEASANT FREE PUBLIC LIBRARY
120 S CHURCH STREET
MT PLEASANT
,
PA
15666
NONE
EXEMPT
SUPPORT
1,000
SMITHTON PUBLIC LIBRARY
PO BOX 382
SMITHTON
,
PA
15479
NONE
EXEMPT
SUPPORT
1,000
CARNEGIE FREE LIBRARY
299 SOUTH PITTSBURGH STREET
CONNELLSVILLE
,
PA
15425
NONE
EXEMPT
SUPPORT
1,000
GERMAN-MASONTOWN PUBLIC
LIBRARY
9 S WASHINGTON STREET
MASONTOWN
,
PA
15461
NONE
EXEMPT
SUPPORT
1,000
MONESSEN PUBLIC LIBRARY
326 DONNER AVENUE
MONESSEN
,
PA
15062
NONE
EXEMPT
SUPPORT
1,000
SETON HILL UNIVERSITY
1 SETON HILL DRIVE
GREENSBURG
,
PA
15601
NONE
EXEMPT
SUPPORT
5,000
ST ANTHONY SCHOOL PROGRAMS
200 CORPORATE DRIVE STE 580
WEXFORD
,
PA
15090
NONE
EXEMPT
SUPPORT
2,000
ST SEBASTIAN SCHOOL
815 BROAD AVENUE
BELLE VERNON
,
PA
15012
NONE
EXEMPT
SUPPORT
2,000
BRADDOCK CARNEIGE LIBRARY
419 LIBRARY STREET
BRADDOCK
,
PA
15104
NONE
EXEMPT
SUPPORT
1,000
ANIMAL FRIENDS OF NORTH CENTRAL
WEST VIRGINIA
252 BREWER ROAD
MORGANTOWN
,
WV
26508
NONE
EXEMPT
SUPPORT
1,000
FAYETTE FRIENDS OF ANIMALS
PO BOX 1282
UNIONTOWN
,
PA
15401
NONE
EXEMPT
SUPPORT
1,000
WASHINGTON AREA HUMANE SOCIETY
PO BOX 66
EIGHTY FOUR
,
PA
15330
NONE
EXEMPT
SUPPORT
1,000
WILKINSBURG PUBLIC LIBRARY
605 ROSS AVENUE
WILKINSBURG
,
PA
15221
NONE
EXEMPT
SUPPORT
1,000
FAITH BIBLE BAPTIST CHURCH
150 CURRY AVENUE
WILKINS TOWNSHIP
,
PA
15145
NONE
EXEMPT
SUPPORT
2,000
HOLY FAMILY INSTITUTE
8235 OHIO RIVER BOULEVARD
PITTSBURGH
,
PA
15202
NONE
EXEMPT
SUPPORT
1,000
ST JAMES SCHOOL
SR THEA BOWMAN CATHOLIC ACADEMY
721REBECCA AVENUE
PITTSBURGH
,
PA
15221
NONE
EXEMPT
SUPPORT
2,000
SCOTTDALE COMMUNITY POOL
115 PIONEER WAY
SCOTTDALE
,
PA
15683
NONE
EXEMPT
SUPPORT
1,000
PET ADOPTION LEAGUE
150 SPRING STREET
YUKON
,
PA
15698
NONE
EXEMPT
SUPPORT
1,000
ST URSULA FOOD PANTRY
PO BOX 18
PURSGLOVE
,
WV
26546
NONE
EXEMPT
SUPPORT
2,000
WEST NEWTON PUBLIC LIBRARY
124 WATER STREET
WEST NEWTON
,
PA
15089
NONE
EXEMPT
SUPPORT
1,000
UNIVERSITY OF PITTSBURGH AT
GREENSBURG
150 FANOLI DRIVE
GREENSBURG
,
PA
15601
NONE
EXEMPT
SUPPORT
1,000
ST JOHN THE EVANGELIST REGIONAL
CATHOLIC SCHOOL
52 JEFFERSON STREET
UNIONTOWN
,
PA
15401
NONE
EXEMPT
SUPPORT
2,000
DIOCESE OF PITTSBURGH
111 BLVD OF THE ALLIES
PITTSBURGH
,
PA
15222
NONE
EXEMPT
SUPPORT
20,000
Total
.................................
3a
163,146
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
4
Dividends and interest from securities
....
14
37,735
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
18
23,042
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)
..
60,777
13
Total.
Add line 12, columns (b), (d), and (e)
...................
13
60,777
(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:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
TY 2010 InvestmentsCorpStockSchedule
Name:
TRIXIE PUFF CHARITABLE PRIVATE FDN
EIN:
22-6866487
Name of Stock
End of Year Book Value
End of Year Fair Market Value
MUTUAL FUNDS
2,200,891
2,537,610