Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 07-01-2010 , and ending 06-30-2011
G
Check all that apply:
Name of foundation
THE BATCHELOR FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)1680 MICHIGAN AVENUE NO PH1   Room/suite
City or town, state, and ZIP code
MIAMI BEACH, FL33139
A Employer identification number

65-0188171
B Telephone number (see page 10 of the instructions)

(305) 534-5004
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$311,750,525J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 7,500,000
2 Check bullet
3 Interest on savings and temporary cash investments 710,219 710,219  
4 Dividends and interest from securities...... 4,949,665 4,949,665  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,871,561
b Gross sales price for all assets on line 6a 133,197,503
7 Capital gain net income (from Part IV, line 2)... 6,871,561
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,780 2,780  
12 Total. Add lines 1 through 11........ 20,034,225 12,534,225  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 699,935 86,858   349,739
14 Other employee salaries and wages...... 94,776 25,607   47,420
15 Pension plans, employee benefits....... 244,959 34,535   121,755
16a Legal fees (attach schedule)......... Click to see attachment 2,939,016 0   0
b Accounting fees (attach schedule)....... Click to see attachment 7,349 3,675   3,175
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 438,726 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 59,154 0  
20 Occupancy.............. 41,797 0   20,898
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,167,219 1,107,822   28,167
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,692,931 1,258,497   571,154
25 Contributions, gifts, grants paid........ 9,938,077 10,238,077
26 Total expenses and disbursements. Add lines 24 and 25 15,631,008 1,258,497   10,809,231
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,403,217
b Net investment income (if negative, enter -0-) 11,275,728
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 32,418,787 5,087,290 5,087,290
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 78,132 71,614 71,614
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 42,519,371 Click to see attachment92,244,814 92,244,814
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 183,712,298 Click to see attachment212,643,073 212,643,073
14 Land, buildings, and equipment: basis bullet1,744,629
Less: accumulated depreciation (attach schedule) bullet278,231 1,525,552 Click to see attachment1,466,398 1,466,398
15 Other assets (describe bullet) Click to see attachment66,864 Click to see attachment237,336 Click to see attachment237,336
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 260,321,004 311,750,525 311,750,525
Liabilities 17 Accounts payable and accrued expenses.......... 181,838 487,062
18 Grants payable................... 1,850,000 1,550,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment99,559 Click to see attachment227,311
23 Total liabilities (add lines 17 through 22).......... 2,131,397 2,264,373
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 258,189,607 309,486,152
30 Total net assets or fund balances (see page 17 of the
instructions).................... 258,189,607 309,486,152
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 260,321,004 311,750,525
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)............... 1 258,189,607
2 Enter amount from Part I, line 27a...................... 2 4,403,217
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 46,893,328
4 Add lines 1, 2, and 3.......................... 4 309,486,152
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 309,486,152
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 133,197,251   126,325,942 6,871,309
b 252     252
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       6,871,309
b       252
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,871,561
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 10,749,897 260,940,900 0.041197
2008 10,562,278 238,328,415 0.044318
2007 12,323,827 327,902,893 0.037584
2006 18,539,197 287,847,568 0.064406
2005 13,475,031 124,984,303 0.107814
2 Total of line 1, column (d) ...................... 2 0.295319
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 0.059064
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 289,123,524
5 Multiply line 4 by line 3....................... 5 17,076,792
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 112,757
7 Add lines 5 and 6......................... 7 17,189,549
8 Enter qualifying distributions from Part XII, line 4.............. 8 10,809,231
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 225,515
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 225,515
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- ..... 5 225,515
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 266,196
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 266,196
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,681
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet40,681 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)bulletFL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletANNE O BATCHELOR-ROBJOHNS Telephone no.bullet (305) 534-5004
    Located atbullet1680 MICHIGAN AVENUE PH 1MIAMI BEACHFL ZIP+4bullet33139
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
    Yes
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ANNE O BATCHELOR-ROBJOHNS TRUSTEE & CO-CEO
    40.00     		155,241 27,081 0
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    DANIEL J FERRARESI TRUSTEE & CO-CEO
    40.00     		160,250 33,520 0
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    JACK FALK TRUSTEE
    2.00     		0 0 0
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    JON BATCHELOR TRUSTEE, EXEC. V. PRESIDENT
    40.00     		130,593 36,422 0
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    NANCY ANSLEY CFO
    40.00     		160,272 27,333 0
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    CARIDAD VELASCO CONTROLLER
    30.00     		93,580 21,050 0
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    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
    ROSA GONZALEZ 1680 MICHIGAN ACCOUNTANT
    35.00     		51,213 12,807 0
    AVENUE PH1
    MIAMI BEACH,FL33139
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    THOMAS ALEXANDER & FORRESTER LLP LEGAL FEES 1,839,548
    14-27TH AVENUE
    VENICE,CA90291
    MONDRIAN ALL COUNTRIES WORLD EQUITY F INVESTMENT MANAGEMENT FEES 235,246
    1105 N MARKET ST SUITE 1118
    WILMINGTON,DE19801
    PZENA INVESTMENT MANAGEMENT LLC INVESTMENT MANAGEMENT FEES 169,191
    120 WEST 45TH STREET 2ND FLOOR
    NEW YORK,NY10036
    DAN M GUY LEGAL FEES 145,240
    314 PASEO DEL PERALTA
    SANTA FE,NM87501
    GONAZLO R DORTA PA LEGAL FEES 135,266
    334 MINORCA AVENUE
    CORAL GABLES,FL33134
    Total number of others receiving over $50,000 for professional services.............bullet14
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    284,780,163
    b
    Average of monthly cash balances.......................
    1b
    8,746,257
    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
    293,526,420
    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
    293,526,420
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    4,402,896
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    289,123,524
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    14,456,176
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,456,176
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    225,515
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    225,515
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,230,661
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    14,230,661
    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
    14,230,661
    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
    10,809,231
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    10,809,231
    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
    10,809,231
    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 14,230,661
    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....... 4,809,587
    b From 2006....... 4,465,703
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 9,275,290
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 10,809,231
    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..... 10,809,231
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 3,421,430 3,421,430
    (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 5,853,860
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		1,388,157
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		4,465,703
    10 Analysis of line 9:
    a Excess from 2006.... 4,465,703
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ANNE O BATCHELOR-ROBJOHNS
    1680 MICHIGAN AVENUE PH1
    MIAMI BEACH,FL33139
    (305) 534-5004
    bThe form in which applications should be submitted and information and materials they should include:
    CHARITABLE ORGANIZATIONS ARE NOT REQUIRED TO COMPLETE A SPECIFIC APPLICATION FORM TO BE CONSIDERED FOR FUNDS. REQUESTS MAY BE SUBMITTED IN A LETTER OR OTHER FORMAT EXPLAINING WHAT THE REQUEST IS FOR AND HOW IT WILL BE USED.
    cAny submission deadlines:
    CHARITABLE ORGANIZATIONS MAY SOLICIT AT ANY TIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE TRUSTEES GIVE PRIORITY TO ORGANIZATIONS ENGAGED IN MEDICAL RESEARCH, CARE OF CHILDHOOD DISEASES AND ORGANIZATIONS THAT PROMOTE THE STUDY, PRESERVATION AND PUBLIC AWARENESS OF THE NATURAL ENVIRONMENT.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    1000 FRIENDS OF FLORIDA
    PO BOX 5948
    TALLAHASSEE,FL323145948     		N/A PUBLIC GENERAL OPERATIONS 27,000
    ACHIEVEMENT & REHABILITATION CENTERS INC
    10250 NW 53RD STREET
    SUNRISE,FL33351     		N/A PUBLIC GENERAL OPERATIONS 50,000
    ALZHEIMER'S COMMUNITY CARE INC
    800 NORTHPOINT PKWY STE 101-B
    W PALM BEACH,FL33407     		N/A PUBLIC GENERAL OPERATIONS 10,000
    AMERICAN ASSOCIATION OF ZOO KEEPERS - SO FLORIDA CHAPTER
    12400 SW 152ND STREET
    MIAMI,FL33177     		N/A PUBLIC GENERAL OPERATIONS 1,000
    AMERICAN CANCER SOCIETY
    621 CLEARWATER PARK ROAD
    WEST PALM BEACH,FL33401     		N/A PUBLIC GENERAL OPERATIONS 10,000
    AMERICAN HEART ASSOCIATION
    11207 BLUE HERON BLVD NO
    ST PETERSBURG,FL33716     		N/A PUBLIC GENERAL OPERATIONS 20,000
    AMERICAN NAT'L RED CROSS GREATER MIAMI & THE KEYS
    335 SW 27TH AVENUE
    MIAMI,FL33135     		N/A PUBLIC GENERAL OPERATIONS 50,000
    AMERICAN SENIOR HIGH SCHOOL
    18350 NW 67TH AVENUE
    HIALEAH,FL33015     		N/A PUBLIC GENERAL OPERATIONS 18,275
    ANN STORCK CENTER INC
    1790 SW 43RD WAY
    FT LAUDERDALE,FL33317     		N/A PUBLIC GENERAL OPERATIONS 30,000
    ARCHDIOCESE OF MIAMI
    9401 BISCAYNE BLVD
    MIAMI,FL33138     		N/A PUBLIC GENERAL OPERATIONS 5,000
    ARCHIBISHOP CURLEY NOTRE DAME HIGH SCHOOL
    4949 NE 2ND AVENUE
    MIAMI,FL331373199     		N/A PUBLIC GENERAL OPERATIONS 70,000
    ARTHUR R MARSHALL JR FOUNDATION
    PO BOX 2620
    PALM BEACH,FL33480     		N/A PUBLIC GENERAL OPERATIONS 50,000
    ARTSTART INC
    750 CEDAR COVE ROAD
    WELLINGTON,FL33414     		N/A PUBLIC GENERAL OPERATIONS 4,000
    ASSOC FOR RETARDED CITZENS SOUTH FLORIDA
    5555 BISCAYNE BLVD
    MIAMI,FL331371333     		N/A PUBLIC GENERAL OPERATIONS 50,000
    AUDUBON OF FLORIDA
    444 BRICKELL AVENUE SUITE 850
    MIAMI,FL33131     		N/A PUBLIC GENERAL OPERATIONS 200,000
    BACK TO BASICS INC
    13754 GREENTREE TRAIL
    WELLINGTON,FL33414     		N/A PUBLIC GENERAL OPERATIONS 10,000
    BIG BROTHERS BIG SISTERS OF GREATER MIAMI
    701 SW 27TH AVENUE STE 800
    MIAMI,FL331353026     		N/A PUBLIC GENERAL OPERATIONS 50,000
    BOCA HELPING HANDS INC
    1500 NW 1ST COURT
    BOCA RATON,FL33432     		N/A PUBLIC GENERAL OPERATIONS 50,000
    BOYS & GIRLS CLUBS OF PALM BEACH INC
    800 NORTHPOINT PARKWAY STE 204
    W PALM BEACH,FL33407     		N/A PUBLIC GENERAL OPERATIONS 25,000
    BROWARD CHILDREN'S CENTER INC
    200 SE 19TH AVENUE
    POMPANO BEACH,FL32060     		N/A PUBLIC GENERAL OPERATIONS 13,981
    BROWARD PARTNERSHIP FOR THE HOMELESS INC
    920 NW 7TH AVENUE
    FT LAUDERDALE,FL33311     		N/A PUBLIC GENERAL OPERATIONS 150,000
    CAMILLUS HOUSE INC
    336 NW 5TH STREET
    MIAMI,FL331281616     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 120,000
    CATHOLIC CHARITIES ARCHD OF MIAMI INC-NEW LIFE FAMILY CTR
    3620 NW 1ST AVENUE
    MIAMI,FL33127     		N/A PUBLIC GENERAL OPERATIONS 10,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MIAMI INC
    9401 BISCAYNE BLVD
    MIAMI,FL33138     		N/A PUBLIC GENERAL OPERATIONS 60,000
    CENTER FOR ORANGUTAN & CHIMPANZEE CONSERV INC
    PO BOX 488
    WACHULA,FL33873     		N/A PUBLIC GENERAL OPERATIONS 20,000
    CHARLEE OF DADE COUNTY INC - CHARLEE HOMES FOR CHILDREN
    155 S MIAMI AVENUE SUITE 700
    MIAMI,FL33130     		N/A PUBLIC GENERAL OPERATIONS 30,000
    CHICAGO ZOOLOGICAL SOCIETY
    3300 GOLF ROAD
    BROOKFIELD,IL60513     		N/A PUBLIC GENERAL OPERATIONS 25,000
    CHILDREN'S BEREAVEMENT CENTER
    7600 SO RED ROAD SUITE 307
    SOUTH MIAMI,FL33143     		N/A PUBLIC GENERAL OPERATIONS 40,000
    CHILDREN'S HARBOR INC
    19425 SW 58TH MANOR
    PEMBROKE PINES,FL33332     		N/A PUBLIC GENERAL OPERATIONS 20,000
    CHILDREN'S HOME SOCIETY OF FLORIDA
    800 NW 15TH STREET
    MIAMI,FL33136     		N/A PUBLIC GENERAL OPERATIONS 64,000
    CHILDREN'S HOME SOCIETY OF FLORIDA - INTERCOASTAL DIVISION
    401 NE 4TH STREET
    FT LAUDERDALE,FL33301     		N/A PUBLIC GENERAL OPERATIONS 50,000
    CITY YEAR INC
    44 WEST FLAGLER ST SUITE 500
    MIAMI,FL33130     		N/A PUBLIC GENERAL OPERATIONS 20,000
    CLEWISTON MUSEUM INC
    109 CENTRAL AVENUE
    CLEWISTON,FL33440     		N/A PUBLIC GENERAL OPERATIONS 20,000
    CLINIC FOR REHAB OF WILDLIFE INC
    PO BOX 150
    SANIBEL ISLAND,FL33957     		N/A PUBLIC GENERAL OPERATIONS 56,400
    COMMUNITY PARTNERSHIP FOR HOMELESS INC
    1550 NORTH MIAMI AVENUE
    MIAMI,FL33136     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 500,000
    COMMUNITY TELEVISION FOUNDATION OF SOUTH FLORIDA
    PO BOX 610002
    MIAMI,FL332610002     		N/A PUBLIC GENERAL OPERATIONS 525,000
    CORAL GABLES MUSEUM CORP
    285 ARAGON AVENUE
    CORAL GABLES,FL33134     		N/A PUBLIC GENERAL OPERATIONS 10,000
    CORAL SPRINGS NATURE & WILDLIFE HOSPITAL INC
    3000 SPORTSPLEX DRIVE
    CORAL SPRINGS,FL33065     		N/A PUBLIC GENERAL OPERATIONS 50,000
    COVENANT HOUSE FLORIDA INC
    733 BREAKERS AVENUE
    FT LAUDERDALE,FL333044100     		N/A PUBLIC GENERAL OPERATIONS 135,000
    D-FY-IT INC
    16201 SW 95TH AVENUE 205
    MIAMI,FL33157     		N/A PUBLIC GENERAL OPERATIONS 188,000
    DALMATIAN RESCUE INC
    PO BOX 640108
    N MIAMI BEACH,FL33164     		N/A PUBLIC GENERAL OPERATIONS 10,000
    DEERING ESTATE FOUNDATION INC
    16701 SW 72ND AVENUE 3RD FLOOR
    PALMETTO BAY,FL33157     		N/A PUBLIC GENERAL OPERATIONS 60,000
    DUCK HAVEN INC
    2627 NW 61ST AVENUE
    MARGATE,FL33063     		N/A PUBLIC GENERAL OPERATIONS 3,000
    EASTER SEALS FLORIDA INC
    213 S CONGRESS AVENUE
    WEST PALM BEACH,FL33409     		N/A PUBLIC GENERAL OPERATIONS 100,000
    EASTER SEALS SOUTH FLORIDA INC
    1475 NW 14TH AVENUE
    MIAMI,FL33125     		N/A PUBLIC GENERAL OPERATIONS 285,000
    EDUCATE TOMORROW CORP
    1717 NO BAYSHORE DR SUITE 203
    MIAMI,FL33132     		N/A PUBLIC GENERAL OPERATIONS 10,000
    ENCOUNTERS IN EXCELLENCE INC
    23050 SW 156TH AVENUE
    MIAMI,FL33170     		N/A PUBLIC GENERAL OPERATIONS 20,000
    EXPERIENCE AVIATION INC
    15001 NW 42ND AVE
    OPALOCKA,FL33054     		N/A PUBLIC GENERAL OPERATIONS 25,000
    EXTENDED HANDS COMMUNITY OUTREACH INC
    528 CHEERFUL STREET
    WEST PALM BEACH,FL33407     		N/A PUBLIC GENERAL OPERATIONS 10,000
    FAIRCHILD TROPICAL BOTANIC GARDEN
    10901 OLD CUTLER ROAD
    CORAL GABLES,FL331564296     		N/A PUBLIC GENERAL OPERATIONS 500,000
    FARM SHARE INC
    14125 SW 320TH STREET
    HOMESTEAD,FL33033     		N/A PUBLIC GENERAL OPERATIONS 100,000
    FLORIDA BAPTIST CHILDREN'S HOME INC
    PO BOX 8190
    LAKELAND,FL33802     		N/A PUBLIC GENERAL OPERATIONS 30,000
    FLORIDA CENTER FOR THEOLOGICAL STUDIES
    111 NE 1ST STREET - 8TH FL
    MIAMI,FL33132     		N/A PUBLIC GENERAL OPERATIONS 100,000
    FLORIDA GRAND OPERA INC
    8390 NW 25TH STREET
    MIAMI,FL33122     		N/A PUBLIC GENERAL OPERATIONS 10,000
    FLORIDA IMMIGRANT ADVOCACY CENTER INC
    3000 BISCAYNE BLVD SUITE 400
    MIAMI,FL33137     		N/A PUBLIC GENERAL OPERATIONS 20,000
    FLORIDA INTERNATIONAL UNIVERSITY - UNIVERSITY PARKHLS 693
    11200 SW 8TH STREET
    MIAMI,FL33199     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 1,520,000
    FLORIDA KEYS WILDLIFE RESCUE INC
    PO BOX 431392
    BIG PINE KEY,FL33043     		N/A PUBLIC GENERAL OPERATIONS 45,000
    FLORIDA WILD MAMMAL ASSOC INC
    198 EDGAR POOLE ROAD
    CRAWFORDVILLE,FL32327     		N/A PUBLIC GENERAL OPERATIONS 20,000
    GATEWAY COMMUNITY OUTREACH INC
    291 SE 1ST TERRACE
    DEERFIELD BEACH,FL33441     		N/A PUBLIC GENERAL OPERATIONS 25,000
    GIRL SCOUT COUNCIL OF TROPICAL FLORIDA INC
    11347 SW 160TH STREET
    MIAMI,FL33157     		N/A PUBLIC GENERAL OPERATIONS 10,000
    GOD'S LITTLE ACRES INC
    4551 NW 39TH AVENUE
    COCONUT CREEK,FL33073     		N/A PUBLIC GENERAL OPERATIONS 3,000
    GREATER MIAMI YOUTH FOR CHRIST INC
    9350 NW 79TH AVENUE
    MIAMI,FL33156     		N/A PUBLIC GENERAL OPERATIONS 75,000
    GULF STREAM COUNCIL OF BOY SCOUTS OF AMERICA INC
    8335 N MILITARY TRAIL
    PALM BEACH GARDENS,FL334106329     		N/A PUBLIC GENERAL OPERATIONS 100,000
    HABITAT FOR HUMANITY OF GREATER MIAMI INC
    3800 NW 22ND AVENUE
    MIAMI,FL33142     		N/A PUBLIC GENERAL OPERATIONS 75,000
    HABITAT FOR HUMANITY OF MARTIN COUNTY INC
    2555 SE BONITA STREET
    STUART,FL34997     		N/A PUBLIC GENERAL OPERATIONS 20,000
    HABITAT FOR HUMANITY PALM BEACH COUNTY
    1225A SO MILITARY TRAIL
    WEST PALM BEACH,FL33415     		N/A PUBLIC GENERAL OPERATIONS 30,000
    HANDS ON MIAMI INC
    425 NW 26TH STREET
    MIAMI,FL33127     		N/A PUBLIC GENERAL OPERATIONS 50,000
    HEARING & SPEECH CENTER OF FLORIDA INC
    9425 SW 72ND STREET SUITE 261
    MIAMI,FL331735457     		N/A PUBLIC GENERAL OPERATIONS 50,000
    HEART GALLERY OF BROWARD COUNTY
    827 SO STATE ROAD 7
    FT LAUDERDALE,FL33068     		N/A PUBLIC GENERAL OPERATIONS 10,000
    HIS HOUSE INC
    20000 NW 47TH AVENUE - HECTOR
    BUILDING NO2
    OPALOCKA,FL330551543     		N/A PUBLIC GENERAL OPERATIONS 120,000
    HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC
    101C WEST FLAGLER STREET
    MIAMI,FL33130     		N/A PUBLIC GENERAL OPERATIONS 10,000
    HOLLYDOGS GREYHOUND ADOPTION INC
    1600 SO DIXIE HIGHWAY
    HOLLLYWOOD,FL33020     		N/A PUBLIC GENERAL OPERATIONS 25,000
    HUMANE SOCIETY OF BROWARD COUNTY INC
    2070 GRIFFIN ROAD
    FT LAUDERDALE,FL33314     		N/A PUBLIC GENERAL OPERATIONS 5,000
    HUMANE SOCIETY OF GREATER MIAMI INC
    16101 W DIXIE HIGHWAY
    N MIAMI BEACH,FL33160     		N/A PUBLIC GENERAL OPERATIONS 75,000
    INDIAN RIDGE SCHOOL
    1955 GOLDEN LAKES BLVD
    W PALM BEACH,FL33411     		N/A PUBLIC GENERAL OPERATIONS 20,000
    INFORMED FAMILIES - FLORIDA FAMILY PARTNERSHIP INC
    2490 CORAL WAY
    MIAMI,FL33145     		N/A PUBLIC GENERAL OPERATIONS 30,000
    INSTITUTE FOR WILDLIFE SCIENCES INC
    16531 SW 81ST AVENUE
    PALMETTO BAY,FL33157     		N/A PUBLIC GENERAL OPERATIONS 4,000
    INT'L CRANE FOUNDATION INC
    PO BOX 447
    BARABOO,WI539130447     		N/A PUBLIC GENERAL OPERATIONS 20,000
    INTL SOCIETY OF TRANSPORT AIRCRAFT TRADING FOUNDATION
    401 N MICHIGAN AVE STE 2200
    CHICAGO,IL60611     		N/A PUBLIC GENERAL OPERATIONS 150,000
    ISLAND DOLPHIN CARE INC
    150 LORELANE PLACE
    KEY LARGO,FL33037     		N/A PUBLIC GENERAL OPERATIONS 60,000
    JACK & JILL CHILDREN'S CENTER INC
    1315 W BROWARD BLVD
    FT LAUDERDALE,FL333121716     		N/A PUBLIC GENERAL OPERATIONS 25,000
    JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION
    3711 GARFIELD STREET
    HOLLYWOOD,FL33021     		N/A PUBLIC GENERAL OPERATIONS 25,000
    JUNIOR ACHIEVEMENT PALM BEACHES
    6903 VISTA PARKWAY NORTH STE 10
    W PALM BEACH,FL334072044     		N/A PUBLIC GENERAL OPERATIONS 35,000
    KEY WEST BOTANICAL GARDEN SOCIETY INC
    5210 COLLEGE ROAD
    KEY WEST,FL33040     		N/A PUBLIC GENERAL OPERATIONS 25,000
    KIDS IN DISTRESS INC
    819 NE 26TH STREET
    FT LAUDERDALE,FL33305     		N/A PUBLIC GENERAL OPERATIONS 20,000
    LUZ DEL MUNDO
    806 E PROSPECT ROAD
    OAKLAND PARK,FL33334     		N/A PUBLIC GENERAL OPERATIONS 20,000
    MCCARTHY'S WILDLIFE SANCTUARY INC
    12943 61ST STREET N
    W PALM BEAC,FL33412     		N/A PUBLIC GENERAL OPERATIONS 150,000
    MIAMI COALITION OF CHRISTIANS & JEWS INC
    150 SE 2ND AVENUE SUITE 1004
    MIAMI,FL33131     		N/A PUBLIC GENERAL OPERATIONS 10,000
    MIAMI CORAL PARK SENIOR HIGH SCHOOL
    8865 SW 16TH STREET
    MIAMI,FL33165     		N/A PUBLIC GENERAL OPERATIONS 6,500
    MIAMI DADE COLLEGE FOUNDATION INC
    300 NE 2ND AVENUE ROOM 4102
    MIAMI,FL331322204     		N/A PUBLIC GENERAL OPERATIONS 25,000
    MIAMI HERALD CHARITIES INC
    ONE HERALD PLAZA
    MIAMI,FL33132     		N/A PUBLIC GENERAL OPERATIONS 30,000
    MIAMI LIGHTHOUSE FOR THE BLIND & VISUALLY IMPAIRED INC
    601 SW 8TH AVENUE
    MIAMI,FL33130     		N/A PUBLIC GENERAL OPERATIONS 80,000
    MICHAEL SCHOLTZ MEMORIAL CHARITABLE FUND
    111 MAJORCA AVENUE
    CORAL GABLES,FL33134     		N/A PUBLIC GENERAL OPERATIONS 5,000
    MORRIS ANIMAL FOUNDATION
    10200 EAST GIRARD AVENUE SUITE B430
    DENVER,CO80231     		N/A PUBLIC GENERAL OPERATIONS 20,000
    MUSCULAR DYSTROPHY ASSOCIATION PALM BEACH
    2500 QUANTUM LAKES DRIVE 212
    BOYNTON BEACH,FL33426     		N/A PUBLIC GENERAL OPERATIONS 15,000
    MUSCULAR DYSTROPHY ASSOCIATION
    3300 E SUNRISE DRIVE
    TUCSON,AZ857183299     		N/A PUBLIC GENERAL OPERATIONS 100,000
    MUSEUM OF SCIENCE INC
    3280 S MIAMI AVENUE
    MIAMI,FL331292712     		N/A PUBLIC GENERAL OPERATIONS 260,000
    NATIONAL PARKS CONSERVATION ASSOC
    450 N PARK RD SUITE 301
    HOLLYWOOD,FL33021     		N/A PUBLIC GENERAL OPERATIONS 8,000
    NATIONAL TROPICAL BOTANICAL GARDEN INC
    4013 DOUGLAS ROAD
    COCONUT GROVE,FL33133     		N/A PUBLIC GENERAL OPERATIONS 10,000
    NETWORK FOR TEACHING ENTREPRENEURSHIP
    5901 SE 74TH STREET SUITE 210
    SO MIAMI,FL33143     		N/A PUBLIC GENERAL OPERATIONS 55,000
    NEW HOPE CHARITIES
    8901 DICKENS AVENUE
    MIAMI BEACH,FL33154     		N/A PUBLIC GENERAL OPERATIONS 150,000
    NORTH MIAMI BEACH SENIOR HIGH SCHOOL
    1247 NE 167TH STREET
    N MIAMI BEACH,FL331622799     		N/A PUBLIC GENERAL OPERATIONS 10,000
    OASIS COMPASSION AGENCY INC
    4888 10TH AVENUE NORTH
    GREENACRES,FL33463     		N/A PUBLIC GENERAL OPERATIONS 20,000
    OPERATION GREEN LEAVES INC
    PO BOX 5254
    CORAL GABLES,FL33114     		N/A PUBLIC GENERAL OPERATIONS 20,000
    OUR KIDS OF MIAMI-DADE & MONROE INC
    401 NW 2ND AVENUE SO TOWER 10TH
    FLOOR
    MIAMI,FL33128     		N/A PUBLIC GENERAL OPERATIONS 55,000
    OUR LADY OF LOURDES ACADEMY - PARENTS GUILD
    5525 SW 84TH AVENUE
    MIAMI BEACH,FL33143     		N/A PUBLIC GENERAL OPERATIONS 10,000
    PELICAN HARBOR SEABIRD STATION INC
    1279 NE 79TH STREET CAUSEWAY
    MIAMI,FL33138     		N/A PUBLIC GENERAL OPERATIONS 80,000
    PET PROJECT FOR PETS INC
    1164 E OAKLAND PARK BLVD 308
    OAKLAND PARK,FL33334     		N/A PUBLIC GENERAL OPERATIONS 25,000
    POVERELLO CENTER INC
    2292 WILTON DRIVE
    WILTON MANORS,FL33305     		N/A PUBLIC GENERAL OPERATIONS 5,000
    RARE SPECIES CONSERVATORY FOUNDATION INC
    1222 E ROAD
    LOXAHATCHEE,FL33470     		N/A PUBLIC GENERAL OPERATIONS 30,000
    RECORDING FOR THE BLIND & DYSLEXIC INC
    20 ROSZEL ROAD
    PRINCETON,NJ085406206     		N/A PUBLIC GENERAL OPERATIONS 25,000
    SAINT BERNARD RESCUE FOUNDATION INC
    2518 RANCH HOUSE RD
    W PALM BEACH,FL33406     		N/A PUBLIC GENERAL OPERATIONS 15,000
    SAINT THOMAS UNIVERSITY
    16401 NW 37TH AVENUE
    MIAMI GARDENS,FL33054     		N/A PUBLIC GENERAL OPERATIONS 30,000
    SAINT VINCENT DE PAUL OF GTR TEMPLE INC
    106 W AVENUE D
    TEMPLE,TX76504     		N/A PUBLIC GENERAL OPERATIONS 6,921
    SENIOR VOLUNTEER SERVICES INC
    4701 NW 33RD AVENUE
    FT LAUDERDALE,FL333096807     		N/A PUBLIC GENERAL OPERATIONS 5,000
    SHAKE-A-LEG MIAMI INC
    2620 S BAYSHORE DRIVE
    COCONUT GROVE,FL33133     		N/A PUBLIC GENERAL OPERATIONS 150,000
    SHERIDAN HOUSE FAMILY MINISTRIES INC
    1700 S FLAMINGO ROAD
    DAVIE,FL33325     		N/A PUBLIC GENERAL OPERATIONS 10,000
    SOUTH FLORIDA COUNCIL BOY SCOUTS OF AMERICA
    15255 NW 82ND AVENUE
    MIAMI LAKES,FL33016     		N/A PUBLIC GENERAL OPERATIONS 75,000
    SOUTH FLORIDA URBAN MINISTRIES INC
    2850 SW 27TH AVENUE
    MIAMI,FL33133     		N/A PUBLIC GENERAL OPERATIONS 21,500
    SOUTH FLORIDA YOUTH FOUNDATION INC
    1708 W 25TH STREET
    MIAMI BEACH,FL33140     		N/A PUBLIC GENERAL OPERATIONS 12,000
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    322 STADIUM DRIVE
    TALLAHASSEE,FL32304     		N/A PUBLIC GENERAL OPERATIONS 18,000
    SPCA OF BROWARD COUNTY INC - WILD LIFE CARE CENTER
    3200 SW 4TH AVENUE
    FT LAUDERDALE,FL333153019     		N/A PUBLIC GENERAL OPERATIONS 148,000
    SPECIAL OLYMPICS FLORIDA INC
    2335 NW 107TH AVE BOX 57
    MIAMI,FL331722165     		N/A PUBLIC GENERAL OPERATIONS 5,000
    SUNNY SHORES SEA CAMP INC
    PO BOX 570674
    MIAMI,FL33257     		N/A PUBLIC GENERAL OPERATIONS 75,000
    SUNRISE COMMUNITY INC
    9040 SUNSET DRIVE
    MIAMI BEACH,FL33173     		N/A PUBLIC GENERAL OPERATIONS 10,000
    SUSAN G KOMEN CANCER FOUNDATION
    12350 SW 132ND COURT SUITE 104
    MIAMI,FL33186     		N/A PUBLIC GENERAL OPERATIONS 10,000
    TAKE STOCK IN CHILDREN INC
    300 NE 2ND AVENUE ROOM 5501
    MIAMI,FL33132     		N/A PUBLIC GENERAL OPERATIONS 20,000
    THE COOPERATIVE FEEDING PROGRAM INC
    1 NW 33RD TERRACE
    FT LAUDERDALE,FL33311     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 300,000
    THE MIAMI FOUNDATION INC
    200 S BISCAYNE BLVD SUITE 505
    MIAMI,FL331315330     		N/A PUBLIC GENERAL OPERATIONS 13,000
    THE MURRAY DRANOFF FOUNDATION INC
    3550 BISCAYNE BLVD SUITE 702
    MIAMI,FL33137     		N/A PUBLIC GENERAL OPERATIONS 10,000
    THE MUSICAL ARTS ASSOCIATION OF MIAMI INC
    200 S BISCAYNE BLVD SUITE 3300
    MIAMI,FL33131     		N/A PUBLIC GENERAL OPERATIONS 5,000
    THE NATURE CONSERVANCY INC FLORIDA CHAPTER
    255 ALHAMBRA CIRCLE SUITE 312
    CORAL GABLES,FL33134     		N/A PUBLIC GENERAL OPERATIONS 50,000
    THE PALM BEACH POST SEASON TO SHARE FUND
    PO BOX 24696
    W PALM BEACH,FL33416     		N/A PUBLIC GENERAL OPERATIONS 50,000
    THE SOUP KITCHEN INC
    8645 W BOYNTON BEACH BLVD
    BOYNTON BEACH,FL334741155     		N/A PUBLIC GENERAL OPERATIONS 10,000
    THE STUDENT CONSERVATION ASSOCIATION
    1800 N KENT STREET SUITE 102
    ARLINGTON,VA22209     		N/A PUBLIC GENERAL OPERATIONS 10,000
    THE TREASURE BOX PROJECT INC
    PO BOX 6592
    DELRAY BEACH,FL33482     		N/A PUBLIC GENERAL OPERATIONS 5,000
    THE VICTORY CENTER INC
    PO BOX 630266
    MIAMI BE,FL331630266     		N/A PUBLIC GENERAL OPERATIONS 100,000
    THE VIZCAYANS
    3251 S MIAMI AVENUE
    MIAMI BEACH,FL33129     		N/A PUBLIC GENERAL OPERATIONS 10,000
    THEORORE R & THELMA A GIBSON CHARTER SCHOOL INC
    1682 NW 4TH AVENUE
    MIAMI BEACH,FL33136     		N/A PUBLIC GENERAL OPERATIONS 5,000
    UNITED CEREBRAL PALSY ASSOC OF MIAMI INC
    2700 W 81ST STREET
    HIALEAH,FL33016     		N/A PUBLIC GENERAL OPERATIONS 50,000
    UNITED NEGRO COLLEGE FUND INC
    1222 S ANDREWS AVE SUITE 502A
    FT LAUDERDALE,FL33316     		N/A PUBLIC GENERAL OPERATIONS 25,000
    UNITED WAY OF MIAMI-DADE
    3250 SW THIRD AVENUE
    MIAMI,FL331292712     		N/A PUBLIC GENERAL OPERATIONS 50,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    PO BOX 100125
    GAINESVILLE,FL326100125     		N/A PUBLIC GENERAL OPERATIONS 170,000
    UNIVERSITY OF MIAMI - ROSENSTIEL SCH OF MARINE & ATMOS SCIENCE
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A PUBLIC GENERAL OPERATIONS 90,000
    UNIVERSITY OF MIAMI SCHOOL OF LAW - OFF OF LAW DEV & ALUMNI
    PO BOX 248087
    CORAL GABLES,FL33124     		N/A PUBLIC GENERAL OPERATIONS 20,000
    UNIVERSITY OF MIAMI
    PO BOX 016960 - R-100
    MIAMI BEACH,FL331011829     		N/A PUBLIC GENERAL OPERATIONS 180,000
    URBAN TAILS INC
    100 SE 2ND STREET SUITE 2800
    MIAMI,FL33131     		N/A PUBLIC GENERAL OPERATIONS 7,500
    URBAN YOUTH IMPACT INC
    PO BOX 222592
    W PALM BEACH,FL33422     		N/A PUBLIC GENERAL OPERATIONS 90,000
    VITA NOVA INC
    1800 SO AUSTRALIAN AVE STE 205
    WEST PALM BEACH,FL33409     		N/A PUBLIC GENERAL OPERATIONS 50,000
    WHITE OAK CONSERVATION CENTER INC
    581705 WHITE OAK ROAD
    YULEE,FL32097     		N/A PUBLIC GENERAL OPERATIONS 77,500
    WOMEN IN DISTRESS OF BROWARD COUNTY INC
    PO BOX 676
    FT LAUDERDALE,FL33302     		N/A PUBLIC GENERAL OPERATIONS 95,000
    YMCA OF GREATER MIAMI
    1200 NW 78TH AVENUE STE 200
    MIAMI,FL33126     		N/A PUBLIC GENERAL OPERATIONS 20,000
    YOUNG AT ART OF BROWARD INC
    11584 W STATE ROAD 84
    DAVIE,FL33325     		N/A PUBLIC GENERAL OPERATIONS 20,000
    YOUNG PATRONESSES OF THE OPERA INC
    8870 SW 67TH COURT
    PINECREST,FL33156     		N/A PUBLIC GENERAL OPERATIONS 25,000
    YOUTH FOR CHRIST USA PALM BEACH COUNTY
    800 NORTHPOINT PARKWAY STE 202
    W PALM BEACH,FL33407     		N/A PUBLIC GENERAL OPERATIONS 6,500
    YOUTH OF AMERICA INC
    5656 NW 7TH AVENUE
    MIAMI BEACH,FL33127     		N/A PUBLIC GENERAL OPERATIONS 5,000
    ZOOLOGICAL SOCIETY OF FLORIDA INC
    12400 SW 152ND STREET
    MIAMI BEACH,FL331771402     		N/A PUBLIC GENERAL OPERATIONS 50,000
    Total .................................bullet 3a 10,238,077
    bApproved for future payment
    CAMILLUS HOUSE
    336 NW 5TH STREET
    MIAMI,FL331281616     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 400,000
    COMMUNITY PARTNERSHIP FOR HOMELESS INC
    1550 NORTH MIAMI AVENUE
    MIAMI,FL33136     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 100,000
    COMMUNITY TELEVISION FOUNDATION OF SOUTH FLORIDA
    PO BOX 610002
    MIAMI,FL332610002     		N/A PUBLIC GENERAL OPERATIONS 500,000
    COOPERATIVE FEEDING PROGRAM INC
    1 NW 33RD TERRACE
    FT LAUDERDALE,FL33311     		N/A PUBLIC GENERAL OPERATIONS & ENDOWMENT 300,000
    HIS HOUSE INC
    20000 NW 47TH AVENUE - HECTOR
    BUILDING NO2
    OPALOCKA,FL330551543     		N/A PUBLIC GENERAL OPERATIONS 200,000
    UNIVERSITY OF MIAMIROSENSTIEL SCHOOL
    4600 RICKENBACKER CAUSEWAY
    MIAMI,FL33149     		N/A PUBLIC GENERAL OPERATIONS 50,000
    Total ..................................bullet 3b 1,550,000
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 710,219  
    4 Dividends and interest from securities....     14 4,949,665  
    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.....     01 2,780  
    8Gain or (loss) from sales of assets other than inventory     18 6,871,561  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 12,534,225 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1312,534,225
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    THE BATCHELOR FOUNDATION INC
     
    Employer identification number

    65-0188171
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

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

    65-0188171
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
    ESTATE OF GEORGE BATCHELOR
     

         
    C/O 2101 CORPORATE BLVD SUITE 107
       
    BOCA RATON, FL   33431

    		$7,500,000




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

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

    65-0188171
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

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

    65-0188171
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,349 3,675   3,175

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE - 1680 MICHIGAN 2006-03-03 1,419,770 156,246 SL 39.000000000000 36,403 0    
    LEASEHOLD IMPROVEMENTS 2007-10-01 242,148 17,340 SL 39.000000000000 6,209 0    
    OFFICE FURNITURE 2007-10-01 63,398 34,869 SL 5.000000000000 12,679 0    
    COMPUTER SYSTEMS 2007-10-01 7,940 4,368 SL 5.000000000000 1,588 0    
    COMMUNICATIONS SYSTEMS 2007-10-01 5,946 3,270 SL 5.000000000000 1,189 0    
    CONFERENCE ROOM TV'S 2007-10-01 3,064 1,685 SL 5.000000000000 613 0    
    LUNCH ROOM APPLIANCES 2007-10-01 2,363 1,299 SL 5.000000000000 473 0    

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    TY 2010 ExpenditureResponsibilityStmt
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FLOYD L WRAY MEMORIAL FOUNDATION INC
          		3750 S FLAMINGO ROAD
    FORT LAUDERDALE,FL333301614     		2006-09-26 110,000 PROVISION OF FOOD, SHELTER AND VETERINARY CARE FOR BIRDS. 44,423 THERE WAS NO DIVERSION OF ANY FUNDS BY THE GRANTEE. 10/5/2006, 11/02/2007, 6/30/2008, 6/30/2009, 11/11/10 AND 9/21/2011 2011-09-21 THE DONEE USED $32,901 DURING THE INITIAL YEAR OF THE GRANT, $2,506 DURING YEAR ENDED JUNE 30, 2009, $7,639 DURING THE YEAR ENDED JUNE 30, 2010 AND $1,377 DURING THE YEAR ENDED JUNE 30, 2011.

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GRANAHAN SC GROWTH 0 0
    PZENA (MANAGED) ACCOUNT 25,169,956 25,169,956
    DG CAPITAL/GOLDMAN SACKS & CO NY 7,138,623 7,138,623
    ZAZOVE ASSOCIATES, LLC 5,883,350 5,883,350
    CHICAGO EQUITY PARTNERS 21,212,094 21,212,094
    TBF-SOUTHERNSUN MGMT 10,178,696 10,178,696
    TBF-CHAMPLAIN MGMT 22,662,095 22,662,095

    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HARBOR SC VALUE FUND FMV 0 0
    ARTIO INTERNATIONAL EQUITY FUND FMV 31,199,960 31,199,960
    LSV VALUE LC EQUITY FUND FMV 25,716,418 25,716,418
    CORE PLUS (LEGG MASON) FL FUND FMV 39,673,444 39,673,444
    INTECH BROAD LC GROWTH FUND LLC FMV 0 0
    PIMCO AA AA FMV 11,979,468 11,979,468
    CGM FOCUS FUND FMV 6,496,636 6,496,636
    BLACK ROCK MULTI-MGR PARTNERS LTD FMV 0 0
    DELAWARE POOLED TRUST LCG EQUITY FUND FMV 27,433,863 27,433,863
    SSGA S&P 500 INDEX FUND FMV 23,860,623 23,860,623
    WELLINGTON DIH FMV 6,338,957 6,338,957
    DIAMOND HILL FUNDS FMV 5,475,254 5,475,254
    MONDRIAN ALL COUNTRIES EQUITY FUND FMV 34,468,450 34,468,450

    TY 2010 LandEtcSchedule2
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE - 1680 MICHIGAN 1,419,770 192,649 1,227,121 0
    LEASEHOLD IMPROVEMENTS 242,148 23,549 218,599 0
    OFFICE FURNITURE 63,398 47,548 15,850 0
    COMPUTER SYSTEMS 7,940 5,956 1,984 0
    COMMUNICATIONS SYSTEMS 5,946 4,459 1,487 0
    CONFERENCE ROOM TV'S 3,064 2,298 766 0
    LUNCH ROOM APPLIANCES 2,363 1,772 591 0


    TY 2010 LegalFeesSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,939,016 0   0


    TY 2010 OtherAssetsSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE-INVESTMENTS 24,381 185,623 185,623
    DIVIDENDS RECEIVABLE-INVESTMENTS 42,483 51,713 51,713


    TY 2010 OtherExpensesSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,107,822 1,107,822   0
    INSURANCE 33,667 0   15,302
    COMMUNICATIONS 6,892 0   3,446
    GENERAL OFFICE EXPENSES 6,904 0   3,452
    E.D.P. EXPENSES 11,934 0   5,967


    TY 2010 OtherIncomeSchedule2
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES LITIGATION 2,780 2,780 2,780


    TY 2010 OtherIncreasesSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 46,893,328


    TY 2010 OtherLiabilitiesSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Description Beginning of Year - Book Value End of Year - Book Value
    INVESTMENT FEES PAYABLE 99,559 227,311


    TY 2010 TaxesSchedule
    Name:
    THE BATCHELOR FOUNDATION INC
    EIN: 65-0188171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ESTIMATED PAYMENTS 438,726 0   0