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
JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
 

Number and street (or P.O. box number if mail is not delivered to street address)1330 BOYLSTON STREET   Room/suite
City or town, state, and ZIP code
CHESTNUT HILL, MA02467
A Employer identification number

11-2836564
B Telephone number (see page 10 of the instructions)

(617) 731-1222
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$7,931,230J 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) 6,020,000
2 Check bullet
3 Interest on savings and temporary cash investments 304 304  
4 Dividends and interest from securities...... 246,217 246,217  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,442
b Gross sales price for all assets on line 6a 200,240
7 Capital gain net income (from Part IV, line 2)... 4,442
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 6,270,963 250,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 32,274 0   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 16,365 0   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,914 9,427   9,247
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,553 9,427   9,497
25 Contributions, gifts, grants paid........ 5,716,371 5,716,371
26 Total expenses and disbursements. Add lines 24 and 25 5,785,924 9,427   5,725,868
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 485,039
b Net investment income (if negative, enter -0-) 241,536
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.......... 2,590,421 3,264,408 3,264,408
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 4,378,174 Click to see attachment4,189,226 4,666,822
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,968,595 7,453,634 7,931,230
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
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 6,968,595 7,453,634
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,968,595 7,453,634
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,968,595 7,453,634
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 6,968,595
2 Enter amount from Part I, line 27a...................... 2 485,039
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 7,453,634
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 7,453,634
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 COCA COLA 5.75% 3/15/2011 P 2001-07-25 2011-03-15
b GOLDMAN SACHS TAX FREE MM P   2009-12-31
c GOLDMAN SACHS TAX FREE MM P   2009-12-31
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 200,000   195,798 4,202
b 160     160
c 80     80
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       4,202
b       160
c       80
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 4,442
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 5,207,302 6,747,317 0.771759
2008 5,427,777 6,520,895 0.832367
2007 5,064,134 6,066,255 0.834804
2006 5,031,955 5,816,720 0.865085
2005 2,431,175 4,906,131 0.495538
2 Total of line 1, column (d) ...................... 2 3.799553
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 0.759911
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 7,458,398
5 Multiply line 4 by line 3....................... 5 5,667,719
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,415
7 Add lines 5 and 6......................... 7 5,670,134
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,725,868
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 2,415
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 2,415
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 2,415
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 2,840
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 2,840
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 10 425
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet425 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)bulletMA
    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.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSAMET & COMPANY PC Telephone no.bullet (617) 731-1222
    Located atbullet1330 BOYLSTON STREETCHESTNUT HILLMA ZIP+4bullet02467
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DANIEL E ROTHENBERG TRUSTEE
    1.00     		0 0 0
    173 OTIS STREET
    NEWTON,MA02458
    SUSAN ROTHENBERG TRUSTEE
    1.00     		0 0 0
    173 OTIS STREET
    NEWTON,MA02458
    EDWARD ROTHENBERG TRUSTEE
    1.00     		0 0 0
    293 PARK PLACE
    BROOKLYN,NY11216
    WILLIAM J BUCKLEY TRUSTEE
    1.00     		0 0 0
    717 FIFTH AVENUE 19TH FLOOR
    NEW YORK,NY10168
    ANN ROTHENBERG TRUSTEE
    1.00     		0 0 0
    62 HIGH STREET
    LEE,MA01238
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    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 NONE 0
    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
    4,811,706
    b
    Average of monthly cash balances.......................
    1b
    2,760,272
    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
    7,571,978
    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
    7,571,978
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    113,580
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,458,398
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    372,920
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    372,920
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,415
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,415
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    370,505
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    370,505
    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
    370,505
    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
    5,725,868
    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
    5,725,868
    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
    2,415
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    5,723,453
    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 7 370,505
    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....... 2,190,184
    b From 2006....... 4,748,809
    c From 2007....... 4,766,989
    d From 2008....... 5,107,716
    e From 2009....... 4,875,572
    fTotal of lines 3a through e......... 21,689,270
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 5,725,868
    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..... 370,505
    e Remaining amount distributed out of corpus 5,355,363
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 27,044,633
    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) .............     		2,190,184
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		24,854,449
    10 Analysis of line 9:
    a Excess from 2006.... 4,748,809
    b Excess from 2007.... 4,766,989
    c Excess from 2008.... 5,107,716
    d Excess from 2009.... 4,875,572
    e Excess from 2010.... 5,355,363
    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).)
    DANIEL E ROTHENBERG
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS
    31 ST JAMES AVE
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 10,000
    ADOLESCENT CONSULTANTS
    40 THORNDIKE STREET
    CAMBRIDGE,MA02141     		NONE EXEMPT UNRESTRICTED 15,000
    AGASSIZ VILLAGE CAMP
    238 BEDFORD STREET
    LEXINGTON,MA02420     		NONE EXEMPT UNRESTRICTED 1,000
    AIDS ACTION COMMITTEE
    294 WASHINGTON STREET
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 1,000
    ALL DORCHESTER SPORTS LEAGUE
    PO BOX 220643
    DORCHESTER,MA02122     		NONE EXEMPT UNRESTRICTED 10,000
    ALL NEWTON MUSIC SCHOOL
    321 CHESTNUT STREET
    WEST NEWTON,MA02465     		NONE EXEMPT UNRESTRICTED 110,000
    AMERICAN EDUCATIONAL ASSISTANCE FOUNDATION
    PO BOX 158544
    NASHVILLE,TN37215     		NONE EXEMPT UNRESTRICTED 50,000
    AMERICAN FRIENDS ISRAEL PHIHARMONIC ORCHESTRA
    500 FIFTY AVENUE SUITE 2540
    NEW YORK,NY10110     		NONE EXEMPT UNRESTRICTED 2,500
    AMERICAN JEWISH COMMITTEE
    126 HIGH STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 65,000
    AMERICAN JEWISH HISTORICAL SOCIETY
    160 HERRICK ROAD
    NEWTON CENTER,MA02459     		NONE EXEMPT UNRESTRICTED 1,000
    AMERICA SCORES NEW ENGLAND
    520 EIGHT AVENUE 11TH FLOOR
    NEW YORK,NY10018     		NONE EXEMPT UNRESTRICTED 12,000
    AMERICAN SOCIETY FOR TECHNION
    ONE GATEWAY CENTER
    NEWTON,MA02458     		NONE EXEMPT UNRESTRICTED 80,000
    AMERICAN SOCIETYPROTECT NATURE IN ISRAEL
    5550 MEADOWBROOK INDSTRL 120
    ROLLING MEADOWS,IL60008     		NONE EXEMPT UNRESTRICTED 1,000
    ANTI-DEFAMATION LEAGUE OF NEW ENGLAND
    126 HIGH STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 25,000
    ARTISTS FOR HUMANITY
    100 WEST SECOND STREET
    BOSTON,MA02127     		NONE EXEMPT UNRESTRICTED 20,000
    BALFOUR ACADEMY
    360 HUNTINGTON STREET
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 15,000
    BAY COVE - SMALL WONDERS
    105 VICTORY ROAD
    DORCHESTER,MA02122     		NONE EXEMPT UNRESTRICTED 10,000
    BERKANA FUND
    150 LINCOLN STREET
    BOSTON,MA02111     		NONE EXEMPT UNRESTRICTED 10,000
    BERKLEE CITY MUSIC
    1140 BOYLSTON STREET
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 200,000
    BETH ISRAEL DEACONESS
    330 BROOKLINE AVE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 100,000
    BIG APPLE CIRCUS
    19622 UNION TURNPIKE
    FRESH MEADOWS,NY11366     		NONE EXEMPT UNRESTRICTED 12,000
    BIG SISTER ASSOC OF GREATER BOSTON
    161 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 15,000
    BIRD STREET COMMUNITY CENTER
    500 COLUMBIA ROAD
    BOSTON,MA02125     		NONE EXEMPT UNRESTRICTED 15,000
    BOSTON AREA RAPE
    321 COLUMBUS AVE
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 15,000
    BOSTON ARTS ACADEMY
    174 IPSWICH STREET
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 25,000
    BOSTON CITY SINGERS
    17 WALDECK ST
    DORCHESTER,MA02124     		NONE EXEMPT UNRESTRICTED 15,000
    BOSTON COMMUNITY CAPITAL
    56 WARREN ST
    BOSTON,MA02119     		NONE EXEMPT UNRESTRICTED 5,000
    BOSTON HEALTH CARE FOR THE HOMELESS
    729 MASSACHUSETTS AVE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 50,000
    BOSTON JEWISH FILM FESTIVAL
    1001 WATERTOWN STREET
    WEST NEWTON,MA02465     		NONE EXEMPT UNRESTRICTED 2,500
    BOSTON MEDICAL CENTER
    818 HARRISON AVE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 150,000
    BOSTON RONALD MCDONALD HOUSE
    229 KENT STREET
    BROOKLINE,MA02446     		NONE EXEMPT UNRESTRICTED 5,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 100,000
    BOTTOM LINE
    555 AMORY STREET
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 89,500
    BOYS & GIRLS CLUB
    50 CONGRESS STREET
    BOSTON,MA02109     		NONE EXEMPT UNRESTRICTED 57,500
    BRANDEIS HELLER SCHOOL
    MAILSTOP 035
    WALTHAM,MA02254     		NONE EXEMPT UNRESTRICTED 50,000
    BRANDEIS UNIVERSITY
    PO BOX 549110
    WALTHAM,MA02454     		NONE EXEMPT UNRESTRICTED 206,000
    BREAKTHROUGH CAMBRIDGE
    PO BOX 381486
    CAMBRIDGE,MA02238     		NONE EXEMPT UNRESTRICTED 10,000
    BRIGHAM & WOMENS
    116 HUNTINTON AVE
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 5,000
    BROOKLINE COMMUNITY FOUNDATION
    40 WEBSTER PLACE
    BROOKLINE,MA02445     		NONE EXEMPT UNRESTRICTED 15,000
    BROOKLINE HIGH SCHOOL
    115 GREENOUGH STREET
    BROOKLINE,MA02445     		NONE EXEMPT UNRESTRICTED 10,000
    CARROLL CENTER
    770 CENTRE STREET
    NEWTON,MA02458     		NONE EXEMPT UNRESTRICTED 5,000
    CASA NUEVE VIDA
    53 GLEN ROAD
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 10,000
    CENTER FOR FAMILY LIFE IN SUNSET PARK
    SUNSET PARK RD
    HAMPSTEAD,NH03841     		NONE EXEMPT UNRESTRICTED 35,000
    CHILDREN'S CHARTER
    77 RUMFORD AVE
    WALTHM,MA02453     		NONE EXEMPT UNRESTRICTED 5,000
    CHILDREN'S MUSEUM
    300 CONGRESS STREET
    BOSTON,MA02210     		NONE EXEMPT UNRESTRICTED 5,000
    CHILDREN'S ROOM OF ARLINGTON
    1210 MASSACHUSETTS AVE
    ARLINGTON,MA02467     		NONE EXEMPT UNRESTRICTED 1,000
    CODMAN SQ HEALTH CENTER
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE EXEMPT UNRESTRICTED 50,000
    COLONEL DANIEL MARR
    1135 DORCHESTER AVE
    DORCHESTER,MA02125     		NONE EXEMPT UNRESTRICTED 25,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 175,000
    COMMUNITY ART CENTER
    119 WINDSOR STREET
    CAMBRIDGE,MA02139     		NONE EXEMPT UNRESTRICTED 10,000
    COMMUNITY PREPARTORY SCHOOL
    126 SOMERSET STREET
    PROVIDENCE,RI02907     		NONE EXEMPT UNRESTRICTED 25,000
    COMMUNITY RESOURCE FOR JUSTICE
    355 BOYLSTON STREET
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 5,000
    COMPREHENSIVE SCHOOL
    400 MARYLAND AVE
    WASHINGTON,DC20202     		NONE EXEMPT UNRESTRICTED 15,000
    COOPERATIVE ARTS INSTITUTE
    311 FOREST HILLS STREET
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 15,000
    CRITTENTON WOMEN
    10 PERTHSHIRE ROAD
    BOSTON,MA02135     		NONE EXEMPT UNRESTRICTED 10,000
    DARTMOUTH ALUMNI FUND
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE EXEMPT UNRESTRICTED 1,000
    DARTMOUTH COLLEGE
    207 PARKHURST HALL
    HANOVER,NH03755     		NONE EXEMPT UNRESTRICTED 50,000
    DAVID PROJECT
    PO BOX 52390
    BOSTON,MA02205     		NONE EXEMPT UNRESTRICTED 25,000
    DCF KIDS FUND
    38 MAIN STREET
    HANOVER,NH03755     		NONE EXEMPT UNRESTRICTED 10,000
    DIMOCK COMMUNITY HEALTH CENTER
    55 DIMOCK STREET
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 25,000
    EAST BOSTON ADULT ED
    PO BOX 544
    EAST BOSTON,MA02128     		NONE EXEMPT UNRESTRICTED 12,500
    ELIZABETH STONE HOUSE
    PO BOX 300039
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 10,000
    ELLIS MEMORIAL
    95 BERKELEY STREET
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 15,000
    FACING HISTORY & OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE EXEMPT UNRESTRICTED 100,000
    FAMILIES FIRST
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		NONE EXEMPT UNRESTRICTED 15,000
    FAMILY NURTURING CENTER
    200 BOWDOIN STREET
    DORCHESTER,MA02122     		NONE EXEMPT UNRESTRICTED 15,000
    FAMILY SERVICE OF GREATER BOSTON
    31 HEATH STREET
    BOSTON,MA02130     		NONE EXEMPT UNRESTRICTED 15,000
    FAMILY TO FAMILY
    14 BEACON STREET
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 10,000
    FENWAY HIGH SCHOOL
    174 IPSWICH STRET
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 15,000
    FRIENDS OF MGH CANCER CENTER
    55 FRUIT STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 1,000
    FRIENDS OF YEMIN ORDE
    4501 CONNECTICUT AVE
    WASHINGTON,DC20008     		NONE EXEMPT UNRESTRICTED 225,000
    FROM THE TOP
    295 HUNTINGTON AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 50,000
    FROSINA FOUNDATION
    162 BOYLSTON STREET
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 2,500
    GEORGE WILEY CENTER
    32 EAST AVE
    PAWTUCKET,RI02860     		NONE EXEMPT UNRESTRICTED 5,000
    GIRLS LEAP
    971 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 10,000
    GIVAT HAVIVA EDUCAITON FOUNDATION
    114 WEST 26TH STREET
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 10,000
    GOOD SHEPHERD SEVICES
    305 SEVENTH AVE
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 85,000
    GRAHAM WINDHAM SCHOLARS
    33 IRVING PLACE
    NEW YORK,NY10003     		NONE EXEMPT UNRESTRICTED 22,200
    GREATER BOSTON FOOD BANK
    99 ATKINSON ST
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 100,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 50,000
    HALE RESERVATION
    80 CARBY STREET
    WESTWOOD,MA02090     		NONE EXEMPT UNRESTRICTED 5,000
    HALEY HOUSE
    23 DARTMOUTH STREET
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 2,000
    HEALTH CARE FOR ALL
    30 WINTER STREET
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 5,000
    HEBREW SENIOR LIFE
    1200 CENTRE STREET
    BOSTON,MA02131     		NONE EXEMPT UNRESTRICTED 50,000
    HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PLACE
    WASHINGTON,DC20024     		NONE EXEMPT UNRESTRICTED 50,000
    HORIZONS FOR HOMELESS
    1705 COLUMBUS AVE
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 50,000
    HOSPICE OF GOOD SHEPARD
    2042 BEACON STREET
    NEWTON,MA02468     		NONE EXEMPT UNRESTRICTED 1,000
    HULL LIFE SAVING MUSEUM
    1117 NANTASKET AVENUE
    HULL,MA02045     		NONE EXEMPT UNRESTRICTED 15,000
    HYDE SQUARE TASK FORCE
    PO BOX 301871
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 20,000
    INQUILINOS BORICUAS EN ACCION
    405 SHAWMUT AVE
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 15,000
    ISRAEL PROJECT
    2020 K STREET NW
    WASHINGTON,DC20006     		NONE EXEMPT UNRESTRICTED 10,000
    JEWISH COMMUNITY CENTERS OF GREATER BOSTON
    333 NAHANTON STREET
    NEWTON,MA02459     		NONE EXEMPT UNRESTRICTED 50,000
    JEWISH COMMUNITY HOUSING FOR ELDERLY
    30 WALLINGFORD ROAD
    BRIGHTON,MA02135     		NONE EXEMPT UNRESTRICTED 70,000
    JEWISH FAMILY AND CHILDREN'S SERVICES
    1430 MAINE STREET
    WALTHAM,MA02451     		NONE EXEMPT UNRESTRICTED 10,000
    JEWISH ORGANIZATION INITIATIVE
    99 CHAUNCY STREET
    BOSTON,MA02111     		NONE EXEMPT UNRESTRICTED 10,000
    JOY OF ATHLETICS
    PO BOX 216
    RICHMOND,MA01254     		NONE EXEMPT UNRESTRICTED 2,000
    JULIE'S FAMILY LEARNING
    133 DORCHESTER STREET
    SOUTH BOSTON,MA02127     		NONE EXEMPT UNRESTRICTED 25,000
    KAROFF CENTER CO TPI
    160 FEDERAL STREET 8TH FL
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 50,000
    KISHORIT VILLAGE
    MP BIKAAT
    BEITHAKEREM    
    IS     		NONE EXEMPT UNRESTRICTED 25,000
    MANAGEMENT SCIENCES FOR HEALTH
    784 MEMORIAL DRIVE
    CAMBRIDGE,MA02139     		NONE EXEMPT UNRESTRICTED 5,000
    MASS ALLIANCE
    8 BEACON STREET
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 10,000
    MASS COLLEGE OF ART
    621 HUNTINGTON AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 50,000
    MASS GENERAL
    165 CAMBRIDGE STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 5,000
    MASS GENERAL MARATHON TEAM
    165 CAMBRIDGE STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 1,000
    MASSACHUSETTS MELANOMA FOUNDATION
    66 COMMONWEALTH AVE
    CONCORD,MA01742     		NONE EXEMPT UNRESTRICTED 1,000
    METROPOLITAN WIND SYMPHONY
    62 MOSSDALE ROAD
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 1,000
    MISSION GRAMMAR SCHOOL
    94 SAINT ALPHONSUS ST
    ROXBURY,MA02120     		NONE EXEMPT UNRESTRICTED 5,000
    MOTHER CAROLINE ACADEMY
    515 BLUE HILL AVE
    DORCHESTER,MA02121     		NONE EXEMPT UNRESTRICTED 35,000
    MUSICAL TRADITIONS
    333 VALENCIA STREET
    SAN FRANCISCO,CA94103     		NONE EXEMPT UNRESTRICTED 2,000
    NATIONAL BRAILLE PRESS
    88 ST STEPHEN STREET
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 10,000
    NATIONAL MULTIPLE SCELORIS
    101A FIRST AVE
    WALTHAM,MA02451     		NONE EXEMPT UNRESTRICTED 2,500
    NEW ART CENTER
    61 WASHINGTON PARK
    NEWTONVILL,MA02460     		NONE EXEMPT UNRESTRICTED 20,000
    NEW ENGLAND AQUARIUM
    CENTRAL WHARF
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 5,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 50,000
    NEW ENGLAND FOUNDATION FOR THE ARTS
    145 TREMONT STREET 7TH FL
    BOSTON,MA02111     		NONE EXEMPT UNRESTRICTED 2,000
    NEW REPETORY THEATER
    200 DEXTER AVE
    WATERTOWN,MA02472     		NONE EXEMPT UNRESTRICTED 7,500
    NEW SCHOOL
    66 WEST 12TH STREET
    NEW YORK,NY10011     		NONE EXEMPT UNRESTRICTED 50,000
    NEWTON COMMUNITY SERVICES CENTER
    492 WALTHAM STREET
    WEST NEWTON,MA02465     		NONE EXEMPT UNRESTRICTED 25,000
    NEWTON FREE PUBLIC LIBRARY
    330 HOMER STREET
    NEWTON CENTER,MA02459     		NONE EXEMPT UNRESTRICTED 2,500
    NEWTON SCHOOLS FOUNDATION
    100 WALNUT STREET
    NEWTONVILLE,MA02460     		NONE EXEMPT UNRESTRICTED 1,000
    NEWTON WELLESLEY HOSPITAL
    2014 WASHINGTON STREET
    NEWTON,MA02462     		NONE EXEMPT UNRESTRICTED 10,000
    NORTH AMERICAN CONGRESS LATIN AMERICA
    38 GREEN STREET
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 5,000
    NORTH AMERICAN FRIENDS
    PO BOX 699
    BABYLON,NY11702     		NONE EXEMPT UNRESTRICTED 25,000
    NOTRE DAME SCHOOL
    50 WEST BROADWAY
    SOUTH BOSTON,MA02127     		NONE EXEMPT UNRESTRICTED 15,000
    ON THE RISE
    341 BROADWAY
    CAMBRIDGE,MA02139     		NONE EXEMPT UNRESTRICTED 10,000
    PARENT CHILD HOME
    1415 KELLUM PLACE
    GARDEN CITY,NY11530     		NONE EXEMPT UNRESTRICTED 10,000
    PIER PARK SAILING
    95 MARGINAL STREET
    EAST BOSTON,MA02128     		NONE EXEMPT UNRESTRICTED 10,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 50,000
    PMC JIMMY FUND
    PO BOX 415590
    BOSTON,MA02241     		NONE EXEMPT UNRESTRICTED 7,500
    PRO CHOICE MASSACHUSETTS
    15 COURT SQUARE
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 1,000
    PROJECT HOPE
    550 DUDLEY STREET
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 20,000
    PROJECT STEP - BOSTON SYMPHONY
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 30,000
    RAFI-USA
    PO BOX 640
    PITTSBORO,NC27312     		NONE EXEMPT UNRESTRICTED 30,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		NONE EXEMPT UNRESTRICTED 15,000
    RECORDING FOR THE BLIND
    2067 MASSACHUSETTS AVE
    CAMBRIDGE,MA02140     		NONE EXEMPT UNRESTRICTED 1,000
    REEL WORKS
    357 NINTH STREET
    BROOKLYN,NY11215     		NONE EXEMPT UNRESTRICTED 30,000
    RIVERSIDE COMMUNITY HEALTH CENTER
    450 WASHINGTON STREET
    WALTHAM,MA02452     		NONE EXEMPT UNRESTRICTED 10,000
    ROCA
    101 PARK STREET
    CHELSEA,MA02150     		NONE EXEMPT UNRESTRICTED 20,000
    ROGERSON COMMUNITIES
    ONE FLORENCE STREET
    BOSTON,MA02131     		NONE EXEMPT UNRESTRICTED 50,000
    ROSE ART MUSEUM
    415 SOUTH STREET
    WALTHAM,MA02453     		NONE EXEMPT UNRESTRICTED 500
    ROSIES PLACE
    889 HARRISON AVE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 70,000
    ROULETTE INTERMEDIUMINC
    228 WEST BROADWAY
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 3,000
    ROXBURY PREP CHARTER SCHOOL
    120 FISHER AVENUE
    ROXBURY,MA02120     		NONE EXEMPT UNRESTRICTED 15,000
    SAMARITANS OF BOSTON
    141 TREMONT ST
    BOSTON,MA02111     		NONE EXEMPT UNRESTRICTED 10,000
    SAVE THE BAY
    PO BOX 600488
    PROVIDENCE,RI02905     		NONE EXEMPT UNRESTRICTED 1,000
    SCHWARTZ CENTER
    226 S STATE STREET
    DOVER,DE19901     		NONE EXEMPT UNRESTRICTED 5,000
    SECOND STEP
    PO BOX 600213
    NEWTONVILLE,MA02460     		NONE EXEMPT UNRESTRICTED 15,000
    SENIOR CITIZENS FUND
    345 WALNUT STREET
    NEWTONVILLE,MA02460     		NONE EXEMPT UNRESTRICTED 1,000
    SERVE RHODE ISLAND
    655 BROAD ST SUITE 202
    PROVIDENCE,RI02909     		NONE EXEMPT UNRESTRICTED 12,000
    SHAKE-A-LEG
    2620 SOUTH BAYSHORE DRIVE
    MIAMI,FL33133     		NONE EXEMPT UNRESTRICTED 30,000
    SHAKESPEARE & CO
    70 KEMBLE STREET
    LENOX,MA01240     		NONE EXEMPT UNRESTRICTED 15,000
    SHARED INTEREST
    121 WEST 27 TH STREET
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 1,000
    SOCIEDAD LATINA
    1530 TREMONT ST
    ROXBURY,MA02120     		NONE EXEMPT UNRESTRICTED 10,000
    SOJOURNER HOUSE
    85 ROCKLAND STREET
    ROXBURY,MA02119     		NONE EXEMPT UNRESTRICTED 10,000
    SOPHIA ACADEMY
    979 BRANCH AVE
    PROVIDENCE,RI02904     		NONE EXEMPT UNRESTRICTED 25,000
    SPAULDING REHABILITAION HOSPITAL
    125 NASHUA STREET
    BOSTON,MA02114     		NONE EXEMPT UNRESTRICTED 5,000
    ST BOTOLPH'S CLUB
    199 COMMONWEALTH AVE
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 1,000
    ST FRANCIS HOUSE
    PO BOX 120499
    BOSTON,MA02112     		NONE EXEMPT UNRESTRICTED 20,000
    ST KATHARINE DREXEL AFTERSCHOOL PROGRAM
    175 RUGGLES STREET
    ROXBURY,MA02120     		NONE EXEMPT UNRESTRICTED 10,000
    ST MARY'S WOMEN
    90 CUSHING AVE
    DORCHESTER,MA02125     		NONE EXEMPT UNRESTRICTED 30,000
    STEPS TO SUCCESS
    1415 SE 122ND AVE
    PORTLAND,OR97218     		NONE EXEMPT UNRESTRICTED 15,000
    STRIVE
    240 E 123RD STREET
    NEW YORK,NY10035     		NONE EXEMPT UNRESTRICTED 10,000
    SUMMER FUND
    55 COURT STREET
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 10,000
    SUMMER SEARCH
    555 AMORY STREET
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 70,000
    TENACITY
    367 WESTERN AVENUE
    BRIGHTON,MA02135     		NONE EXEMPT UNRESTRICTED 10,000
    THE FAMILY CENTER
    315 WEST 36TH STREET
    NEW YORK,NY10018     		NONE EXEMPT UNRESTRICTED 10,000
    THE FAMILY VAN
    1542 TREMONT STREET
    ROXBURY,MA02120     		NONE EXEMPT UNRESTRICTED 10,000
    THE PHILANTHROPIC INITIATIVE
    12230 WILKINS AVENUE
    ROCKVILLE,MD20852     		NONE EXEMPT UNRESTRICTED 701,171
    UNITED NEGRO COLLEGE FUND
    15 BROAD STREET 2
    BOSTON,MA02109     		NONE EXEMPT UNRESTRICTED 2,500
    UNITED WAY OF MASSACHUSETTS BAY
    PO BOX 51381
    BOSTON,MA02205     		NONE EXEMPT UNRESTRICTED 15,000
    URBAN IMPROV
    8 ST JOHN STREET
    JAMAICA PLAIN,MA02130     		NONE EXEMPT UNRESTRICTED 5,000
    URBAN SCHOLARS
    100 MORRISSEY BOULEVARD
    BOSTON,MA02125     		NONE EXEMPT UNRESTRICTED 20,000
    VICTORY PROGRAMS PORTIS HOUSE
    965 MASSACHUSETTS AVE
    BOSTON,MA02118     		NONE EXEMPT UNRESTRICTED 60,000
    WALKER HOME
    1968 CENTRAL AVE
    NEEDHAM,MA02492     		NONE EXEMPT UNRESTRICTED 25,000
    WBUR
    890 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 10,000
    WELCOME PROJECT
    530 MYSTIC AVENUE
    SOMERVILLE,MA02145     		NONE EXEMPT UNRESTRICTED 10,000
    WGBH EDUCATIONAL NETWORK
    125 WESTERN AVE
    BOSTON,MA02134     		NONE EXEMPT UNRESTRICTED 10,000
    WOMEN EXPRESS
    67 NEWBURY STREET
    BOSTON,MA02116     		NONE EXEMPT UNRESTRICTED 10,000
    WOMENS LUNCH PLACE
    67 NEWBURY STREET
    BOSTN,MA02116     		NONE EXEMPT UNRESTRICTED 5,000
    YEAR UP
    93 SUMMER STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 80,000
    ZUMIX
    202 MAVERICK STREET
    EAST BOSTON,MA02128     		NONE EXEMPT UNRESTRICTED 15,000
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVENUE
    BRONX,NY10461     		NONE EXEMPT UNRESTRICTED 25,000
    AMERICAN FRIENDS OF THE NANCY CAROLINE HOSPICE
    PO BOX 603048
    PROVIDENCE,RI02906     		NONE EXEMPT UNRESTRICTED 1,000
    BROOKLYN WORKFORCE INNOVATIONS
    621 DEGRAW STREET
    BROOKLYN,NY11217     		NONE EXEMPT UNRESTRICTED 30,000
    CAMERA
    PO BOX 35040
    BOSTON,MA02135     		NONE EXEMPT UNRESTRICTED 50,000
    CENTRO PRESENTE
    17 INNER BELT ROAD
    SOMERVILLE,MA02143     		NONE EXEMPT UNRESTRICTED 15,000
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010     		NONE EXEMPT UNRESTRICTED 25,000
    CRISPUS ATTUCKS CHILDREN'S CENTER
    105 CRAWFORD STREET
    DORCHESTER,MA02121     		NONE EXEMPT UNRESTRICTED 15,000
    FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773     		NONE EXEMPT UNRESTRICTED 10,000
    GILSON JCC EARLY LEARNING CENTER
    50 SUTHERLAND ROAD
    BRIGHTON,MA02135     		NONE EXEMPT UNRESTRICTED 4,000
    JEWISH GUILD FOR THE BLIND
    15 WEST 65 STREET
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 1,000
    MATCH SCHOOL
    1001 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 2,000
    NEIGHBORHOOD HOUSE CHARTER SCHOOL
    21 QUEEN STREET
    DORCHESTER,MA02122     		NONE EXEMPT UNRESTRICTED 10,000
    THE FLEA THEATER
    41 WHITE STREET
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 25,000
    THE GIFFORD SCHOOL
    177 BOSTON POST ROAD
    WESTON,MA02493     		NONE EXEMPT UNRESTRICTED 120,000
    THE MACDOWELL COLONEY
    100 HIGH STREET
    PETERBOROUGH,NH03458     		NONE EXEMPT UNRESTRICTED 1,000
    THE POWER OF HOPE
    4408 DELRIDGE WAY SW 105
    SEATTLE,WA98106     		NONE EXEMPT UNRESTRICTED 5,000
    THE PROUTY
    ONE MEDICAL CENTER DRIVE
    LEBANON,NH03756     		NONE EXEMPT UNRESTRICTED 500
    TREEHOUSE FOUNDATION
    ONE TREEHOUSE CIRCLE
    EASTHAMPTON,MA01027     		NONE EXEMPT UNRESTRICTED 15,000
    TUFTS UNIVERSITY
    8 PROFESSORS ROW
    MEDFORD,MA02155     		NONE EXEMPT UNRESTRICTED 2,500
    Total .................................bullet 3a 5,716,371
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 304  
    4 Dividends and interest from securities....     14 246,217  
    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 4,442  
    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).. 0 250,963 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13250,963
    (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
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
     
    Employer identification number

    11-2836564
    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
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
          		Employer identification number

    11-2836564
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    DANIEL E ROTHENBERG    
    173 OTIS STREET
       
    NEWTON, MA   02460

    		$6,020,000




    (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
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
          		Employer identification number

    11-2836564
    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
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
          		Employer identification number

    11-2836564
    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 InvestmentsCorpBondsSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
    EIN: 11-2836564
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 4,189,226 4,666,822

    TY 2010 OtherExpensesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
    EIN: 11-2836564
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC 180 180   0
    INSURANCE 18,494 9,247   9,247
    OFFICE 2,224 0   0
    BANK CHARGES 16 0   0


    TY 2010 SubstantialContributorsSch
    Name:
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
    EIN: 11-2836564
    Name Address
    DANIEL E ROTHENBERG 173 OTIS STREET
    NEWTON,MA02460


    TY 2010 TaxesSchedule
    Name:
    JANEY FUND CHARITABLE TRUST CO SAMET & COMPANY PC
    EIN: 11-2836564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 250 0   250
    FEDERAL TAX 3,413 0   0
    PAYROLL 12,702 0   0