TY 2010 Form 990PF

- TIN:

Form990-PF
Click to see attachment

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

Check all that apply:Initial returnInitial return of a former public charityFinal return

Amended returnAddress changeName change

Name of foundation
CHARTER CHARITABLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)90 NORTH MAIN STREET Room/suite

City or town, state, and ZIP code
CONCORD, NH03301

A Employer identification number

20-0471816

B Telephone number (see page 10 of the instructions)

(603) 224-1350

C If exemption application is pending, check here bullet

D 1. Foreign organizations, check here . bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation 2. Foreign organizations meeting the 85% test,
check here and attach computation bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,480,542J 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 bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here bullet

	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)	134,011
2	Check
3	Interest on savings and temporary cash investments	1,406		1,406	1,406
4	Dividends and interest from securities......	126,607		126,607	126,607
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		115,778
b	Gross sales price for all assets on line 6a 870,354
7	Capital gain net income (from Part IV, line 2)...			115,778
8	Net short-term capital gain.........				22,013
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).......		1,140		1,140
12	Total. Add lines 1 through 11........	378,942		243,791	151,166
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		1,485			1,485
b	Accounting fees (attach schedule).......		1,790			1,790
c	Other professional fees (attach schedule)....		20,976	14,683		6,293
17	Interest...............
18	Taxes (attach schedule) (see page 14 of the instructions)		241
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		6,808	880		5,928
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,300		15,563		15,496
25	Contributions, gifts, grants paid........	423,350				423,350
26	Total expenses and disbursements. Add lines 24 and 25	454,650		15,563		438,846
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-75,708
b	Net investment income (if negative, enter -0-)			228,228
c	Adjusted net income (if negative, enter -0-)...				151,166

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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	369,994	352,041	352,041
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	5,635,234	5,416,638	6,128,501
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,005,228	5,768,679	6,480,542
	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....................	6,005,228	5,768,679
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	6,005,228	5,768,679
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	6,005,228	5,768,679

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	6,005,228
2	Enter amount from Part I, line 27a......................	2	-75,708
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	5,929,520
5	Decreases not included in line 2 (itemize)	5	160,841
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30..	6	5,768,679

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	2,000 SHS BANK AMERICA CORP	P	2009-03-23	2010-02-04
b	310 SHS ISHARES FTSE CHINA 25 INDEX	P	2009-03-23	2010-08-09
c	890 SHS CITIGROUP INC	P	2011-01-01	2010-03-31
d	220 SHS ISHARES MSCI EMERGING MKTS I	P	2009-03-23	2010-08-09
e	5,100 SHS ISHARES MSCI EMU INDEX	P	2009-05-18	2010-04-29
	100 SHS ISHARES S&P MIDCAP 400 INDEX	P	2009-05-18	2010-08-09
	1,070 SHS ISHARES MSCI FRANCE INDEX	P	2010-04-29	2010-08-09
	925 SHS SIGMA ALDRICH CORP	P	2007-08-21	2010-11-05
	690 SHS ISHARES MSCI GERMANY INDEX	P	2010-04-29	2010-08-09
	25 SHS NIKE, INC CLASS B	P	2008-05-02	2010-12-01
	50 SHS INTERNATIONAL BUSINESS MACHIN	P	2011-01-01	2010-12-01
	170 SHS PFIZER INC	P	2009-04-29	2010-12-01
	100 SHS WAL-MART STORES INC	P	2011-01-01	2010-12-01
	75 SHS ISHARES MSCI EAFE INDEX FD	P	2006-05-17	2010-12-02
	2,000 SHS BANK AMERICA CORP	P	2008-06-11	2010-02-04
	25 SHS SPDR S&P CHINA	P	2009-03-13	2010-12-02
	2,500 SHS ALLEGHENY TECHNOLOGIES INC	P	2004-08-12	2010-03-09
	1,500 SHS ISHARES MSCI EAFE INDEX FD	P	2008-07-24	2010-04-29
	2,440 SHS GAMESTOP CORPORATION	P	2008-03-24	2010-05-04
	1,800 SHS ISHARES S&P SMALLCAP 600	P	2009-03-23	2010-05-04
	1,500 SHS MOLEX INCORPORATED	P	2009-03-23	2010-05-04
	540 SHS PPG INDS INC	P	2008-06-11	2010-05-04
	420 SHS CATERPILLAR INC	P	2009-03-23	2010-08-09

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	29,801	14,777	15,024
b	13,070	8,906	4,164
c	3,588		3,588
d	9,300	5,667	3,633
e	174,824	167,537	7,287
	7,759	5,645	2,114
	25,087	25,537	-450
	60,349	42,445	17,904
	14,974	14,822	152
	2,190	1,699	491
	7,229		7,229
	2,839	2,281	558
	5,476		5,476
	4,258	4,964	-706
	29,802	61,412	-31,610
	2,000	1,044	956
	122,928	42,527	80,401
	82,577	100,754	-18,177
	59,735	124,440	-64,705
	112,398	65,662	46,736
	32,752	19,870	12,882
	37,228	32,470	4,758
	30,190	12,117	18,073

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			15,024
b			4,164
c			3,588
d			3,633
e			7,287
			2,114
			-450
			17,904
			152
			491
			7,229
			558
			5,476
			-706
			-31,610
			956
			80,401
			-18,177
			-64,705
			46,736
			12,882
			4,758
			18,073

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	115,778
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	22,013

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	554,067	5,649,496	0.098074
2008	389,842	5,416,654	0.071971
2007
2006
2005

2	Total of line 1, column (d) ......................	2	0.170045
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	0.085023
4	Enter the net value of noncharitable-use assets for 2010 from Part X, line 5.....	4	5,928,510
5	Multiply line 4 by line 3.......................	5	504,060
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	2,282
7	Add lines 5 and 6.........................	7	506,342
8	Enter qualifying distributions from Part XII, line 4..............	8	438,846
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)

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 hereand 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	4,565
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2............................	3	4,565
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	4,565
6	Credits/Payments:

a	2010 estimated tax payments and 2009 overpayment credited to 2010	6a	700
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	6,125
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	6,825
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,260
11	Enter the amount of line 10 to be: Credited to 2011 estimated tax2,260	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?.............................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) bullet

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 .

Yes

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...........................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses. Click to see attachment

Yes

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) .......

Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.CHARTERFOUNDATION.ORG

The books are in care of bullet

ELIZABETH R KAPP Telephone no. bullet

(603) 224-1350

Located at bullet

90 NORTH MAIN STREETCONCORDNH ZIP+4 bullet

03301

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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? .................

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

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.) .........

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

Did the foundation hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year?.....................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)...YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)?

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay

premiums on a personal benefit contract?....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
STEVEN A ALBRECHT	CHAIRMAN/DIR 1.00	0	0	0
90 NORTH MAIN STREET CONCORD,NH03301	CHAIRMAN/DIR 1.00	0	0	0
CYNTHIA WENTWORTH	TREASURER/DI 1.00	0	0	0
90 NORTH MAIN STREET CONCORD,NH03301	TREASURER/DI 1.00	0	0	0
RAYMOND PINARD	DIRECTOR 1.00	0	0	0
PO BOX 57 DEERFIELD,NH03037	DIRECTOR 1.00	0	0	0
ELIZABETH R KAPP	MANAGING DIR 1.00	0	0	0
90 NORTH MAIN STREET CONCORD,NH03301	MANAGING DIR 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

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)

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	N/A
2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3........................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 24 of the instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,588,423

Average of monthly cash balances.......................

430,369

Fair market value of all other assets (see page 24 of the instructions)............

Total (add lines 1a, b, and c).........................

6,018,792

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) ..............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d..........................

6,018,792

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25

of the instructions) ............................

90,282

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

5,928,510

Minimum investment return. Enter 5% of line 5...................

296,426

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 bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

296,426

Tax on investment income for 2010 from Part VI, line 5......

4,565

Income tax for 2010. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

4,565

Distributable amount before adjustments. Subtract line 2c from line 1............

291,861

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4.............................

291,861

Deduction from distributable amount (see page 25 of the instructions)...........

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1.................................

291,861

Part XII

Qualifying Distributions (see page 25 of the instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

438,846

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes................................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

438,846

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)............

Adjusted qualifying distributions. Subtract line 5 from line 4...............

438,846

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)

Page 8

Part XIII

Undistributed Income (see page 26 of the instructions)

		(a) Corpus	(d) 2010
1 Distributable amount for 2010 from Part XI, line 7			291,861
2 Undistributed income, if any, as of the end of 2010:
a Enter amount for 2009 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2010:
a From 2005.......
b From 2006.......
c From 2007.......
d From 2008.......	127,468
e From 2009.......	272,912
fTotal of lines 3a through e.........		400,380
4Qualifying distributions for 2010 from Part
XII, line 4: $ 438,846
a Applied to 2009, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see page 26 of the instructions)
c Treated as distributions out of corpus (Election required—see page 26 of the instructions)...
d Applied to 2010 distributable amount.....			291,861
e Remaining amount distributed out of corpus		146,985
5 Excess distributions carryover applied to 2010.
(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		547,365
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount—see page 27 of the instructions ...
e Undistributed income for 2009. Subtract line 4a from line 2a. Taxable amount—see page 27 of the instructions ...........
f Undistributed income for 2010. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2011 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see page 27 of the instructions) ...........
8Excess distributions carryover from 2005 not applied on line 5 or line 7 (see page 27 of the instructions) .............
9Excess distributions carryover to 2011. Subtract lines 7 and 8 from line 6a ......		547,365
10 Analysis of line 9:
a Excess from 2006....
b Excess from 2007....
c Excess from 2008....	127,468
d Excess from 2009....	272,912
e Excess from 2010....	146,985

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 section4942(j)(3) or4942(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	(e) Total

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

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.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN HUMANIST ASSOCIA 1777 T STREET NW WASHINGTON,DC20009	NONE	PUBLIC	GENERAL	25,000
AMERICAN ATHEIST PO BOX 158 CRANFORD,NJ07016	NONE	PUBLIC	GENERAL	25,000
AMAZON CONSERVATION TEAM 4211 N FAIRFAX DR ARLINGTON,VA22203	NONE	PUBLIC	GENERAL	5,000
ALL SOULS COUNSELING CENT 35 ARLINGTON STREET ASHEVILLE,NC28801	NONE	PUBLIC	GENERAL	2,000
BRIDGE HOUSE HOMELESS SHE 260 HIGHLAND STREET PLYMOUTH,NH03264	NONE	PUBLIC	GENERAL	1,000
CAMP QUEST PO BOX 2552 COLUMBUS,OH43216	NONE	PUBLIC	GENERAL	5,000
CENTER FOR INQUIRY PO BOX 741 AMHERST,NY14226	NONE	PUBLIC	GENERAL	25,000
COMMITTEE FOR THE SCIENTI PO BOX 703 AMHERST,NY14226	NONE	PUBLIC	GENERAL	10,000
EARTH JUSTICE 426 17TH STREET OAKLAND,CA94612	NONE	PUBLIC	GENERAL	10,000
ELAINE CONNERS WILDLIFE PO BOX 97 MADISON,NH03849	NONE	PUBLIC	GENERAL	10,000
EXPRESS SOCCER OF CONCORD 75 SOUTH MAIN STREET CONCORD,NH03301	NONE	PUBLIC	GENERAL	600
FRIENDS OF FAMILY PLANNIN PO BOX 909 VINEYARD HAVEN,MA02568	NONE	PUBLIC	GENERAL	2,000
HEALTH IMPERATIVES 942 WEST CHESTNUT ST BROCKTON,MA02301	NONE	PUBLIC	GENERAL	10,000
MARTHA'S VINEYARD CEREBRA PO BOX 1357 VINEYARD HAVEN,MA02568	NONE	PUBLIC	GENERAL	2,000
MV SHELLFISH GROUP PO BOX 1552 OAK BLUFFS,MA02557	NONE	PUBLIC	GENERAL	6,000
NORTHEAST ORGANIC FARMING 411 SHELDON RD BARRE,MA01005	NONE	PUBLIC	GENERAL	5,000
NARAL PRO-CHOICE NH FUND 18 LOW AVE CONCORD,NH03301	NONE	PUBLIC	GENERAL	10,000
NATIONAL MARINE LIFE CENT PO BOX 269 BUZZARDS BAY,MA02532	NONE	PUBLIC	GENERAL	5,000
NATIONAL ORGANIZATION FOR 543 WEST SYCAMORE CR LOUISVILLE,CO80027	NONE	PUBLIC	POTATO PROJECT	21,000
NATIONAL WOMENS HEALTH N 1413 K STREET WASHINGTON,DC20005	NONE	PUBLIC	POTATO PROJECT	28,000
NH FUND FOR CHOICE PO BOX 1342 MANCHESTER,NH03105	NONE	PUBLIC	GENERAL	7,000
NH PUBLIC TV 18 GARRISON AVE DURHAM,NH03824	BOARD OF DIRECT	PUBLIC	GENERAL	4,000
NH WOMENS HEALTH SERVICES 38 SOUTH MAIN STREET CONCORD,NH03301	NONE	PUBLIC	GENERAL	15,000
PIONEER VALLEY THERAPEUTI PO BOX 944 BELCHERTOWN,MA01007	NONE	PUBLIC	GENERAL	2,500
PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE,NC28801	NONE	PUBLIC	GENERAL	5,000
PLYMOUTH CONGREGATIONAL C PO BOX 86 PLYMOUTH,NH03264	NONE	PUBLIC	GENERAL	3,000
PROCTER ACADEMY 204 MAIN STREET ANDOVER,NH03216	NONE	PUBLIC	GENERAL	39,000
PUBLIC RADIO WCQS 73 BROADWAY STREET ASHEVILLE,NC28801	NONE	PUBLIC	GENERAL	500
PUBLIC RADIO WCAI 3 WATER STREET WOODS HOLE,MA02543	NONE	PUBLIC	GENERAL	500
PUTNEY SCHOOL INC ELM LEA FARM PUTNEY,VT05346	NONE	PUBLIC	EDUCATION	7,000
REHOBOTH AMBULANCE INC PO BOX 156 REHOBOTH,MA02769	NONE	PUBLIC	EQUIPMENT	13,500
ROB AND SARA ROTHSCHILD PO BOX 215 HOLDERNESS,NH03245	NONE	PRIVATE	LIBRARIES	1,000
SANT BANI SCHOOL 19 ASHRAM ROAD SANBORNTON,NH03269	NONE	PUBLIC	GENERAL	3,000
SECULAR STUDENT ALLIANCE PO BOX 2371 COLUMBUS,OH43216	NONE	PUBLIC	GENERAL	20,000
SCHOONER MARTHA FOUNDATIO 1010 VALLEY STREET PORT TOWNSEND,WA98368	NONE	PUBLIC	"MARTHAS" RESTORATION	17,000
SEED SAVERS EXCHANGE INC 3094 N WINN ROAD DECORAH,IA52101	NONE	PUBLIC	GENERAL	3,000
THE NATURE CONSERVANCY 18 HELEN AVE VINEYARD HAVEN,MA02568	NONE	PUBLIC	MV PROGRAMS	2,000
FRANCELICA ODELL 400 COMMERCIAL ST MANCHESTER,NH03101	NONE	PUBLIC	HPTV-SCHOLARSHIP	2,500
UNH ALUMNI SCHOLARSHIP FU 9 EDGEWOOD ROAD DURHAM,NH03824	NONE	PUBLIC	EDUCATION-SCHOLARSHIP	250
VINEYARD CONSERVATION SOC PO BOX 2189 VINEYARD HAVEN,MA02568	NONE	PUBLIC	GENERAL	7,000
WOMEN HEALTH SPECIALIST 95 STATE ROAD VINEYARD HAVEN,MA02568	NONE	PUBLIC	GENERAL	21,000
WOMENS ACTION FOR NEW DIR 691 MASS AVE ARLINGTON,MA02476	NONE	PUBLIC	POTATO PROJECT	21,000
ZOOLOGICAL SOCIETY OF MIL 1421 N WATER STREET MILWAUKEE,WI53226	NONE	PUBLIC	POTATO PROJECT	21,000
Total ................................. 3a				423,350

bApproved for future payment

Total .................................. 3b

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
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			14	1,406
4 Dividends and interest from securities....			14	126,607
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....
8Gain or (loss) from sales of assets other than inventory			18	115,778
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aFEDERAL INCOME TAX REFUND			1	1,140
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				244,931

13Total. Add line 12, columns (b), (d), and (e)...................

13244,931

(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)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash....................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements............................

1b(4)

(5) Loans or loan guarantees..............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

CHARTER CHARITABLE FOUNDATION

Employer identification number

20-0471816

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization CHARTER CHARITABLE FOUNDATION
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
1	FEMINIST WOMENS HEALTH CENTER 1924 CLIFF VALLEY WAY ATLANTA, GA 30329	$15,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
2	K MALCOLM JONES PO BOX 45 WEST TISBURY, MA 02575	$45,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
3	NATIONAL SECURITIES CORP 919 MARKET STREET SUITE 1401 WILMINGTON, DE 19899	$50,011	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization CHARTER CHARITABLE FOUNDATION
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
3	812 SHS SPX CORP	$50,011	2010-05-20
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
CHARTER CHARITABLE FOUNDATION

Employer identification number

20-0471816

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2010 AccountingFeesSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE	1,790			1,790

- TIN:

TY 2010 CompensationExplanation

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Person Name	Explanation
STEVEN A ALBRECHT
CYNTHIA WENTWORTH
RAYMOND PINARD
ELIZABETH R KAPP

- TIN:

TY 2010 GeneralExplanationAttachment

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Identifier	Return Reference	Explanation
GENERAL RETURN INFORMATION		CHARTER CHARITABLE FOUNDATION RECEI IT CURRENTLY DOES NOT MEET THE REQU IT IS FILING AS A PRIVATE FOUNDATIO REQUIREMENTS FOR PUBLIC CHARITY STA
GENERAL ELECTIONS

- TIN:

TY 2010 InvestmentsCorpStockSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M CO	39,325	44,875
ABBOTT LABS	65,850	57,491
ADP
AFLAC	122,775	107,780
ALLEGHENY TECHNOLOGY CORP
ALLSTATE	41,733	28,692
AMEX	20,295	64,380
ANALOG DEVICES	39,958	75,340
APOLLA GROUP	83,997	60,025
APPLIED MATERIALS INC	122,335	81,490
AUTOMATIC DATA PROCESSING INC	58,828	69,420
AVON	19,049	29,060
BANK OF AMERICA
BARD CR INC	61,011	55,980
BB&T CORP	38,879	36,806
BIOGEN IDEC	174,340	198,468
CATERPILLAR, INC	8,078	26,225
CHEVRON	7,153	9,125
CITIGROUP
CLOROX CO	46,232	53,788
COCA COLA CO	55,576	72,347
CONAGRA FOODS INC	48,224	49,676
CONOCO PHILLIPS	49,969	74,910
DEVON ENERGY CORP	40,807	98,138
DOW CHEM	6,839	5,975
EXELON CORP	52,650	45,804
EXXON MOBIL
EXXON MOBIL	46,455	103,904
EXXON MOBIL	7,137	7,312
FLUOR CORP	90,347	99,390
FPL GROUP
GAMESTOP CORP
GENERAL ELECTRIC
GENERAL ELECTRIC
GENERAL ELECTRIC	25,016	25,533
GENERAL ELECTRIC		12,071
GENZYME CORP	122,550	121,040
GENZYME CORP	7,676	7,120
GILEAD SCIENCES	30,080	22,650
IBM	122,544	151,897
IBM
IBM		17,611
ILLINOIS TOOL WORKS INC	6,084	6,675
INTEL
INTEL CORP	35,183	48,369
INTEL CORP		19,558
ISHARES FTSE INHAU HK CHINA	19,823	29,732
ISHARES FTSE INHAU HK CHINA	5,580	6,851
ISHARES IBOXX HIGH YIELD CORP BD FD	101,855	108,348
ISHARES MSCI EAFE
ISHARES MSCI EAFE	51,488	45,295
ISHARES MSCI EMERGING MARKETS	9,788	18,104
ISHARES MSCI EMERGING MARKETS	1,986	2,382
ISHARES MSCI EMERGING MARKETS	9,712	13,673
ISHARES MSCI EMU INDX
ISHARES MSCI FRANCE	80,357	82,323
ISHARES MSCI GERMANY	90,426	100,787
ISHARES MSCI JAPAN	98,393	100,361
ISHARES MSCI JAPAN	5,732	4,451
ISHARES MSCI JAPAN	4,380	3,273
ISHARES MSCI PACIFIC EX-JAPAN	79,051	91,000
ISHARES MSCI PACIFIC EX-JAPAN	4,958	4,933
ISHARES MSCI PACIFIC EX-JAPAN	5,120	5,168
ISHARES MSCI SO AFRICA	15,342	29,872
ISHARES MSCI SO AFRICA	2,490	2,838
ISHARES MSCI UNITED KINGDOM	88,517	96,872
ISHARES S&P 500	23,776	23,483
ISHARES S&P 500	188,432	202,000
ISHARES S&P MIDCAP 400 INDEX	196,298	338,274
ISHARES S&P MIDCAP 400 INDEX	16,933	17,412
ISHARES S&P MIDCAP 400 INDEX	8,673	9,069
ISHARES S&P SMALLCAP 600	205,598	314,962
ISHARES S&P SMALLCAP 600	9,708	10,134
ISHARES S&P SMALLCAP 600	14,924	16,775
JOHNSON & JOHNSON	117,555	111,330
JOHNSON & JOHNSON	7,510	7,546
KELLOGG CO	47,841	45,972
KRAFT FOODS	54,470	59,869
LEGG MASON	19,487	47,151
LILLY ELI & CO	70,010	71,832
LILLY ELI & CO	4,982	5,256
LOCKHEED MARTIN CORP	85,080	69,910
MOLEX INC
MOLSON COORS	126,875	117,445
NIKE INC	6,308	8,542
NEXTERA ENERGY INC	5,169	3,899
NOVARTIS AG SPONSORED ADR	6,016	6,485
PAYCHEX INC	56,759	61,820
PFIZER INC	81,813	89,301
PFIZER INC	2,683	3,502
PITNEY BOWES INC	18,149	19,344
PPG INDS INC
PPL CORP	178,194	97,384
RANGE RESOURCES	63,943	48,129
RAYTHEON	122,784	88,973
REGIONS FINL	53,248	44,100
ROCKWELL AUTOMATION INC	19,277	57,368
SIGMA ALDRICH	42,445	61,568
SNAP ON INC	10,023	18,671
SPDR CONSUMER DISCRETIONARY	9,756	11,223
SPDR CONSUMER DISCRETIONARY	11,783	12,420
SPDR CONSUMER STAPLES	8,147	9,027
SPDR CONSUMER STAPLES	6,699	7,328
SPDR ENERGY SECTOR	10,558	10,238
SPDR ENERGY SECTOR	12,732	13,650
SPDR FINANCIAL SECTOR	21,604	12,138
SPDR FINANCIAL SECTOR	21,461	11,723
SPDR HEALTHCARE SECTOR	11,052	10,710
SPDR HEALTHCARE SECTOR	10,116	9,450
SPDR INDUSTRIAL SECTOR	13,250	13,076
SPDR INDUSTRIAL SECTOR	16,614	17,435
SPDR MATERIALS SECTOR	5,898	5,416
SPDR MATERIALS SECTOR	3,698	3,841
SPDR S&P CHINA	3,131	5,718
SPDR TECHNOLOGY SECTOR	13,804	16,122
SPDR TECHNOLOGY SECTOR	11,685	11,336
SPDR UTILITIES SECTOR	3,000	2,695
SPDR UTILITIES SECTOR	3,514	3,134
SPDR UTILITIES SECTOR	27,367	28,206
SPDR-CONSUMER DISC SECTOR	21,671	29,928
SPDR-ENERGY SECTOR	212,172	264,810
SPDR-INDUSTRIAL SECTOR	70,000	87,175
SPECTRA ENERGY CORP	49,471	79,968
SPX CORP	50,011	58,050
SYSCO CORP	23,068	29,400
UNITED PARCEL	36,263	38,467
US BANCORP	122,759	95,744
WAL-MART	123,165	124,039
WAL-MART
WAL-MART		16,179
WELLS FARGO	121,523	116,522
YUM BRANDS	123,730	160,639

- TIN:

TY 2010 LegalFeesSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,485

- TIN:

TY 2010 OtherDecreasesSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Description	Amount
PRIOR YEAR OVERSTATEMENT OF ASSET BALANCE	160,166
NET DIFFERENCE BETWEEN TAXABLE AMNTS & INCOME CASH	675

- TIN:

TY 2010 OtherExpensesSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
SECRETARY OF STATE NON-PROFIT	25		25
NH ANNUAL REPORT	75		75
REGULATORY COMPLIANCE FEE	880	880
WEB DESIGN	2,880		2,880
BROCHURES	1,166		1,166
OFFICE SUPPLIES	1,782		1,782

- TIN:

TY 2010 OtherIncomeSchedule2

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL INCOME TAX REFUND	1,140		1,140

- TIN:

TY 2010 OtherProfessionalFeesSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK FEES	20,976	14,683		6,293

- TIN:

TY 2010 SubstantialContributorsSch

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Name	Address
K MALCOLM JONES	PO BOX 45 WEST TISBURY,MA02575
FEMINIST WOMENS HEALTH CENTER	1924 CLIFF VALLEY WAY ATLANTA,GA30329

- TIN:

TY 2010 TaxesSchedule

Name:

CHARTER CHARITABLE FOUNDATION

EIN: 20-0471816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
2008 BALANCE DUE	241