Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
THE DUDA FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O STEVEN F TABOR ONE GALLERIA T13355 NOEL ROAD LB3Room/suite
City or town, state, and ZIP code
DALLAS, TX752406603
A Employer identification number

43-6765664
B Telephone number (see page 10 of the instructions)

(972) 934-2244
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$20,087,653J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 190,137 190,137  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,125,519
b Gross sales price for all assets on line 6a 3,664,142
7 Capital gain net income (from Part IV, line 2)... 1,125,519
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 2,400 2,420  
12 Total. Add lines 1 through 11........ 1,318,056 1,318,076  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,575 3,653 0 12,922
c Other professional fees (attach schedule).... Click to see attachment 26,184 5,770   20,414
17 Interest............... 11,400 11,400    
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 656 625   2,212
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 209,166 208,527   639
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 263,981 229,975 0 36,187
25 Contributions, gifts, grants paid........ 789,931 931,581
26 Total expenses and disbursements. Add lines 24 and 25 1,053,912 229,975 0 967,768
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 264,144
b Net investment income (if negative, enter -0-) 1,088,101
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............... 1,280,755 548,302 548,302
2 Savings and temporary cash investments..........      
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)........ 18,100,522 Click to see attachment19,535,756 19,535,756
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)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,967 Click to see attachment3,595 Click to see attachment3,595
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,386,244 20,087,653 20,087,653
Liabilities 17 Accounts payable and accrued expenses.......... 5,000 5,000
18 Grants payable................... 168,300 26,650
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 attachment17,153 Click to see attachment3,601
23 Total liabilities (add lines 17 through 22).......... 190,453 35,251
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 19,195,791 20,052,402
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 19,195,791 20,052,402
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 19,386,244 20,087,653
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 19,195,791
2 Enter amount from Part I, line 27a...................... 2 264,144
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 592,467
4 Add lines 1, 2, and 3.......................... 4 20,052,402
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 20,052,402
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 ALTERNATIVE INVESTMENT GROUP      
b OAKHILL SECURITIES II      
c OCM OPPORTUNITIES FUND IV      
d OCM PRINCIPAL OPPORTUNITIES FUND III      
e OCM OPPORTUNITIES FUND V      
OCM OPPORTUNITIES FUND VI      
MISFIT BARBARIAN FUND      
SIGULER GUFF DOF FUND      
HIGH VISTA STRATEGIES II FUND      
SILVER CREEK LOW VOL STRATEGIES      
ALTERNATIVE INVESTMENT GROUP - SALE OF INTEREST      
(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 43,404   0 43,404
b 0   6,097 -6,097
c 3,364   0 3,364
d 3,680   0 3,680
e 0   13,478 -13,478
12,605   0 12,605
205,910   0 205,910
0   21,844 -21,844
690,153   0 690,153
16,461   0 16,461
2,688,565   2,497,204 191,361
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       43,404
b       -6,097
c       3,364
d       3,680
e       -13,478
      12,605
      205,910
      -21,844
      690,153
      16,461
      191,361
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 1,125,519
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 1,151,869 19,224,168 0.059918
2008 1,153,420 22,497,868 0.051268
2007 881,027 23,702,805 0.03717
2006 831,163 19,259,822 0.043155
2005 744,423 17,442,653 0.042678
2 Total of line 1, column (d) ...................... 2 0.234189
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 0.046838
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 19,122,627
5 Multiply line 4 by line 3....................... 5 895,666
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,881
7 Add lines 5 and 6......................... 7 906,547
8 Enter qualifying distributions from Part XII, line 4.............. 8 967,768
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 10,881
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  
3 Add lines 1 and 2............................ 3 10,881
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,881
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 14,476
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 14,476
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,595
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet3,595 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.Click to see attachment
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)bulletTX
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNOT APPLICABLE
    14
    The books are in care ofbulletSTEVEN F TABOR Telephone no.bullet (972) 934-2244
    Located atbullet13355 NOEL ROAD LB3dallasTX ZIP+4bullet75240
    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
     
     
    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
     
     
    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
     
     
    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
     
    No
    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
    FRITZ L DUDA TRUSTEE
    2.0     		0    
    C/O STEVEN F TABOR ONE GALLERIA T
    DALLAS,TX752406603
    MARY L DUDA TRUSTEE
    2.0     		0    
    C/O STEVEN F TABOR ONE GALLERIA T
    DALLAS,TX752406603
    LEIGH A DUDA SCOTT TRUSTEE
    2.0     		0    
    C/O STEVEN F TABOR ONE GALLERIA T
    DALLAS,TX752406603
    LENDY D DUDA VAIL TRUSTEE
    2.0     		0    
    C/O STEVEN F TABOR ONE GALLERIA T
    DALLAS,TX752406603
    FRITZ L DUDA JR TRUSTEE
    2.0     		0    
    C/O STEVEN F TABOR ONE GALLERIA T
    DALLAS,TX752406603
    JAMES F DUDA TRUSTEE
    2.0     		0    
    C/O STEVEN F TABOR ONE GALLERIA T
    DALLAS,TX752406603
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    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
    17,692,754
    b
    Average of monthly cash balances.......................
    1b
    1,721,081
    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
    19,413,835
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    19,413,835
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    291,208
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,122,627
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    956,131
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    956,131
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    10,881
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,881
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    945,250
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    945,250
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    945,250
    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
    967,768
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    967,768
    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
    10,881
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    956,887
    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 7 945,250
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 896,445
    b Total for prior years:2008, 2007, 2006  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 967,768
    a Applied to 2009, but not more than line 2a 896,445
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 71,323
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		873,927
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010.... 0
    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).)
    MR AND MRS FRITZ DUDA
    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.
    NA
    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:
    FOUNDATION ADMINISTRATION
    13355 NOEL ROAD SUITE 1315
    DALLAS,TX75240
    (972) 934-2244
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER SHOULD BE SUBMITTED INCLUDING THE NAME AND PURPOSE OF THE ORGANIZATION. THE ORGANIZATION SHOULD ALSO SPECIFICALLY STATE THE AMOUNT OF CONTRIBUTION REQUESTED, AND A DESCRIPTION OF HOW THESE FUNDS WILL BE USED.
    cAny submission deadlines:
    SEPTEMBER 30, 2010
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    552 ClubHoag Hospital
    500 Superior Avenue
    Suite 350
    Newport Beach,CA92663     		NONE PUBLIC CHARITY general support 500
    American Friends of the Czech Republic
    1515 The Fairway
    Unit 498 P
    Rydal,PA19046     		NONE PUBLIC CHARITY general support 10,000
    Anti-Cruelty Society Chicago
    157 West Grand Avenue
    Chicago,IL60654     		NONE PUBLIC CHARITY general support 1,000
    Ara Parseghina Medical Research Foundation
    3530 East Campo Abierto Suite 105
    Tucson,AZ857183327     		NONE PUBLIC CHARITY general support 2,500
    Art for AndyJesuit Preparatory School of Dallas
    12345 Inwood Road
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 900
    Big Brother California
    14131 Yorba Street Suite 200
    Tustin,CA92780     		NONE PUBLIC CHARITY general support 10,000
    Bishop Dunne Catholic School100 Dinner
    3900 Rugged Drive
    Dallas,TX75224     		NONE PUBLIC CHARITY general support 10,000
    Bishop Dunne Catholic SchoolMatching Gift
    3901 Rugged Drive
    Dallas,TX75225     		NONE PUBLIC CHARITY general support 100,000
    Bishop Manogue Catholic High School Lacrosse Team
    3550 Pyramid Highway
    Sparks,NV894367710     		NONE PUBLIC CHARITY general support 1,500
    Bishop Manogue Lacrosse Team
    110 Bishop Manogue Dr
    Reno,NV89511     		NONE PUBLIC CHARITY general support 5,000
    Bishop Manogue Softball Team
    110 Bishop Manogue Dr
    Reno,NV89511     		NONE PUBLIC CHARITY general support 1,500
    BJs Restaurants Foundation
    7755 Center Avenue Suite 300
    Huntington Beach,CA92647     		NONE PUBLIC CHARITY general support 2,500
    Boys and Girls Club
    1085 Laguna Canyon Road
    Laguana Beach,CA92651     		NONE PUBLIC CHARITY general support 500
    Boys and Girls Club of the Truckee Meadows
    2680 East 9th Street
    Reno,NV89512     		NONE PUBLIC CHARITY general support 2,500
    Boys Town
    PO Box 6000
    Boys Town,NE68010     		NONE PUBLIC CHARITY general support 5,000
    Bright Beginnings -Capital Campaign
    128 M Street NW
    Washington,DC20001     		NONE PUBLIC CHARITY general support 5,000
    Bright Beginnings -Program Support
    128 M Street NW
    Washington,DC20001     		NONE PUBLIC CHARITY general support 5,000
    Casa de Vida
    1290 Mill Street
    Reno,NV89502     		NONE PUBLIC CHARITY general support 2,000
    Casa Teresa
    PO Box 429
    Orange,CA92856     		NONE PUBLIC CHARITY general support 2,000
    Charles Malpass Endowed Scholarship Fund
    Senior Director Development
    South Bend,IN46656     		NONE PUBLIC CHARITY general support 10,000
    City of Hope
    1500 East Duarte Road
    University of Notre Dame
    Duarte,CA910103000     		NONE PUBLIC CHARITY general support 5,000
    Community Foundation of Western Nevada
    1885 South Arlington Suite 103
    Reno,NV89509     		NONE PUBLIC CHARITY general support 2,500
    Covenant House
    Fairview Station
    331 LEWIS HALL
    Houston,TX772666330     		NONE PUBLIC CHARITY general support 250
    Crisis Center Inc
    101 North Montgomery
    PO Box 66330
    Gary,IN46403     		NONE PUBLIC CHARITY general support 1,000
    Dallas Arts District
    DOWNTOWNDALLAS
    Dallas,TX75201     		NONE PUBLIC CHARITY general support 1,000
    Dallas Sheriff's Fraternal Order of Police
    PO Box 36023
    2200 Ross Avenue Suite 4600E
    Dallas,TX752351023     		NONE PUBLIC CHARITY general support 1,000
    Dallas Symphony Orchestra
    2301 Flora Street
    Dallas,TX75201     		NONE PUBLIC CHARITY general support 2,500
    Duke UniversityJim Duda Pledge
    Alumni Development Records
    Durham,NC277080581     		NONE PUBLIC CHARITY general support 5,000
    Elizabeth Lenz Elementary School -Library Program
    2500 Homeland Drive
    Attention Pam Jones Director
    Reno,NV895115620     		NONE PUBLIC CHARITY general support 1,000
    Elizabeth Lenz Elementary School Music Program
    2500 Homeland Drive
    Reno,NV895115620     		NONE PUBLIC CHARITY general support 1,000
    Field of Honor -2010
    One Town Square
    Murietta,CA92562     		NONE PUBLIC CHARITY general support 1,000
    First United Methodist Church Day School
    1423 North Walnut Street
    24601 Jefferson Avenue
    New Braunfels,TX78130     		NONE PUBLIC CHARITY general support 500
    Fisher House
    111 Rockville Pike
    Suite 105
    Rockville,MD208505168     		NONE PUBLIC CHARITY general support 500
    Francisco Lara Memorial Fund
    Metheny Commercial Lawn Maintenan
    Suite 420
    Dallas,TX75220     		NONE PUBLIC CHARITY general support 500
    Friends of Dorothy Day
    316 South Cypress
    2351 W Northwest Highway Suite 333
    Santa Ana,CA92701     		NONE PUBLIC CHARITY general support 500
    Giving It Back to Kids
    10112 Stonybrook Drive
    Huntington Beach,CA92646     		NONE PUBLIC CHARITY general support 500
    Goodwill Invitational
    410 N Fairview St
    Santa Ana,CA92703     		NONE PUBLIC CHARITY general support 3,500
    Hope's Door
    Hopes Door
    Plano,TX75074     		NONE PUBLIC CHARITY general support 500
    House of the Good Shepherd
    1114 W Grace Street
    820 Avenue F Suite 100
    Chicago,IL60613     		NONE PUBLIC CHARITY general support 500
    Injured Marine Semper Fi Fund
    825 College Boulevard
    Oceanside,CA92057     		NONE PUBLIC CHARITY general support 500
    Jesuit College Preparatory School of DallasAlumni
    12345 Inwood Road
    Suite 102
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 1,000
    Jesuit College Preparatory School of DallasRugby
    12345 Inwood Road
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 1,500
    Jesuit Homecoming
    12345 Inwood Road
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 2,250
    Jesuit International -Mission to Haiti
    12345 Inwood Road
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 5,000
    Jesuit Prepartory School of Dallas-We Are Jesuit
    12345 Inwood Road
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 5,000
    Jesuit Prepartory School of Dallas-We Are Jesuit
    12345 Inwood Road
    Dallas,TX75244     		NONE PUBLIC CHARITY general support 5,000
    Junior Achievement Inspiration Bowl
    555 South Flower Street
    Los Angeles,CA90017     		NONE PUBLIC CHARITY general support 1,000
    Junior League of Reno -2011 Poinsettia Luncheon
    3495 Lakeside Drive
    25th Floor
    Reno,NV89509     		NONE PUBLIC CHARITY general support 2,000
    Kentucky Christian Foundation
    6826 Windham Parkway
    Suite 37
    Prospect,KY40059     		NONE PUBLIC CHARITY general support 500
    Lincoln Park Zoo
    2001 North Clark Street
    Chicago,IL60614     		NONE PUBLIC CHARITY general support 10,000
    LIVESTRONG -Ride for LIVESTRONG
    Post Office Box 6003
    Albert Lea,MN560076603     		NONE PUBLIC CHARITY general support 1,000
    Lupus International
    Ms Carolyn J Goode
    Irvine,CA92614     		NONE PUBLIC CHARITY general support 4,200
    Lupus International
    Ms Carolyn J Goode
    17985 Sky Park Circle
    Irvine,CA92614     		NONE PUBLIC CHARITY general support 450
    MD Anderson Cancer Center
    1020 Holcombe Boulevard
    17985 Sky Park Circle
    Houston,TX77030     		NONE PUBLIC CHARITY general support 10,000
    Medill School of Journalism
    2020 Ridge Avenue
    Suite 1201
    Evanston,IL602084307     		NONE PUBLIC CHARITY general support 2,500
    Medill School of Journalism -Chicago Media TeE
    2020 Ridge Avenue
    Evanston,IL602084307     		NONE PUBLIC CHARITY general support 80,000
    Midtown Education Foundation
    718 S Loomis St
    Chicago,IL60607     		NONE PUBLIC CHARITY general support 5,000
    Minnie's Food Shelf
    3100 Independence Parkway Suite 21
    Plano,TX75075     		NONE PUBLIC CHARITY general support 1,500
    Monastery of the Infant Jesus
    1501 Lotus Lane
    Lufkin,TX759042699     		NONE PUBLIC CHARITY general support 2,500
    National Charity League
    950 South Coast Drive Suite 200
    Costa Mesa,CA92626     		NONE PUBLIC CHARITY general support 5,000
    National Czech & Slovak Museum
    Mr Carmen Langel
    Cedar Rapids,IA524045904     		NONE PUBLIC CHARITY general support 1,000
    Newport Beach Film Festival
    Ms Gregg M Schwenk
    Director of Development
    Newport Beach,CA92660     		NONE PUBLIC CHARITY general support 10,000
    North East Seattle Little League
    4646 25th Avenue NE
    CEO and Executive Director
    Seattle,WA98105     		NONE PUBLIC CHARITY general support 2,000
    Northern Michigan Regional Hospital Foundation
    Mr Richard J Hirrel
    Mail Box 524
    Pasadena,CA91101     		NONE PUBLIC CHARITY general support 2,500
    Notre Dame School
    2018 Allen Street
    301 East Colorado Boulevard
    Dallas,TX75204     		NONE PUBLIC CHARITY general support 10,000
    One-In-Six
    4595 Jessica Lane
    North Royalton,OH44133     		NONE PUBLIC CHARITY general support 500
    Orange County Council of Boy Scouts fo America
    Boy Scouts of America
    Santa Ana,CA92705     		NONE PUBLIC CHARITY general support 2,000
    Our Lady of Perpetual Help Catholic School
    7625 Cortland Avenue
    1211 East Dyer Road
    Dallas,TX75235     		NONE PUBLIC CHARITY general support 10,000
    Our Lady of the Snows Catholic Church
    1138 Wright Street
    Reno,NV89509     		NONE PUBLIC CHARITY general support 500
    Outrigger Duke Kahanamoku Foundation
    350 Ward Avenue Suite 106
    Honolulu,HI968144004     		NONE PUBLIC CHARITY general support 5,000
    PAWS Chicago
    1110 West 35th Street
    Chicago,IL60609     		NONE PUBLIC CHARITY general support 500
    PAWS Chicago
    1110 West 35th Street
    Chicago,IL60609     		NONE PUBLIC CHARITY general support 500
    PAWS Chicago
    1110 West 35th Street
    Chicago,IL60609     		NONE PUBLIC CHARITY general support 1,000
    PEAK (3 of 4 pledged)
    Mr Walter Bledsoe
    Chicago,IL60614     		NONE PUBLIC CHARITY general support 7,000
    RASA -Tulloch MR Team
    475 Sherwood Drive Room 301
    Executive Director
    Sausalito,CA94965     		NONE PUBLIC CHARITY general support 3,000
    Research to Prevent Blindness
    645 Madison Ave Floor 21
    New York,NY100221010     		NONE PUBLIC CHARITY general support 2,500
    Scottish Rite Hopital of Dallas
    Attention Marilyn Stringfellow
    Dallas,TX75219     		NONE PUBLIC CHARITY general support 500
    Scottish Rites Hospital of Dallas
    Attention Marilyn Stringfellow
    Development Department
    Dallas,TX75219     		NONE PUBLIC CHARITY general support 10,000
    SMU Cox Alumni Association
    6212 Bishop Blvd Suite 230 75205
    Development Department
    Dallas,TX752750333     		NONE PUBLIC CHARITY general support 1,500
    Someone Cares Soup Kitchen
    1927 Harbor Boulevard
    PO Box 750333
    Costa Mesa,CA92627     		NONE PUBLIC CHARITY general support 500
    SPCA of Dallas
    2400 Lone Star Drive
    Suite 610
    Dallas,TX75212     		NONE PUBLIC CHARITY general support 1,000
    St Cecilia 11th Annual Charity Golf
    635 Marycliff Road
    Dallas,TX75208     		NONE PUBLIC CHARITY general support 500
    st Agatha Food Pantry
    3147 West Douglas Boulevard
    Chicago,IL606231816     		NONE PUBLIC CHARITY general support 500
    St Michaels of Old Town
    1660 N Hudson Ave
    Chicago,IL60614     		NONE PUBLIC CHARITY general support 10,000
    St Rose of Lima Catholic Church
    110 Bishop Manogue Drive
    Reno,NV89511     		NONE PUBLIC CHARITY general support 500
    The African American Museum
    Post Office Box 150157
    Dallas,TX75315     		NONE PUBLIC CHARITY general support 1,000
    The James F Armstrong Family Trust Fund
    PO Box 485
    Lake Forest,IL60045     		NONE PUBLIC CHARITY general support 5,000
    The Ronald McDonal House Orange County
    383 South Batavia Street
    Orange,CA92868     		NONE PUBLIC CHARITY general support 2,500
    The V Foundation
    106 Towerview Court
    Cary,NC27513     		NONE PUBLIC CHARITY general support 10,000
    Tree House Humane Society
    1212 West Carmen Avenue
    Chicago,IL60640     		NONE PUBLIC CHARITY general support 500
    UCLA Bruin Athletic Fund
    PO Box 24044
    Los Angeles,CA90024     		NONE PUBLIC CHARITY general support 1,000
    University of Iowa Foundation
    Mark A Jennings
    Iowa City,IA52242     		NONE PUBLIC CHARITY general support 242,981
    University of Notre Dame
    Notre Dame
    Associate Athletics Director
    South Bend,IN46556     		NONE PUBLIC CHARITY general support 10,000
    University of Notre Dame I Rebuilding Haiti
    Notre Dame
    South Bend,IN46556     		NONE PUBLIC CHARITY general support 50,000
    University of Notre Dame I Rugby Program
    Notre Dame
    South Bend,IN46556     		NONE PUBLIC CHARITY general support 1,500
    University of Notre Dame -Sorin Society
    Notre Dame
    South Bend,IN46556     		NONE PUBLIC CHARITY general support 1,500
    University of Notre DamelWestern Region
    7855 Ivanhoe Avenue Suite 224
    La Jolla,CA92037     		NONE PUBLIC CHARITY general support 9,000
    University Synagogue
    3400 Michelson Drive
    Reno,NV895020948     		NONE PUBLIC CHARITY general support 10,000
    Ursuline Academy of Dallas -Capital Campaign
    4900 Walnut Hill Lane
    Irvine CA 92612
    Dallas,TX75229     		NONE PUBLIC CHARITY general support 2,500
    USC SPPD Pledge LA Endowed Professorship
    3720 South Flower Street
    Los Angeles,CA91214     		NONE PUBLIC CHARITY general support 125,000
    Veteran's Guest House
    880 Locust Street
    Suite 315
    Reno,NV895020948     		NONE PUBLIC CHARITY general support 500
    Villa Academy
    Ms Brigette Thompson Quichocho
    Seattle,WA98105     		NONE PUBLIC CHARITY general support 10,000
    Villa Academy -Annual Fund
    Ms Brigette Thompson Quichocho
    Development and Campaign Dircetor
    Seattle,WA98105     		NONE PUBLIC CHARITY general support 5,000
    Villa Academy -Fund a Need
    Ms Brigette Thompson Quichocho
    Development and Campaign Dircetor
    Seattle,WA98105     		NONE PUBLIC CHARITY general support 2,500
    William Loper Scholarship Fund
    American Baptist Theological Fund
    Development and Campaign Dircetor
    Pasadena,CA91182     		NONE PUBLIC CHARITY general support 500
    William Loper Scholarship Fund
    American Baptist Theological Fund
    140 North Oakland Avenue
    Pasadena,CA91182     		NONE PUBLIC CHARITY general support 500
    Willow Wood Preschool
    684 Oak Street
    140 North Oakland Avenue
    Winnetka,IL60093     		NONE PUBLIC CHARITY general support 300
    Winnetak Community House
    620 Lincoln Avenue
    PO Box 362
    Winnetka,IL60093     		NONE PUBLIC CHARITY general support 250
    Wounded Warrior Project
    7020 AC Sinner Parkway
    Jacksonville,FL32256     		NONE PUBLIC CHARITY general support 2,500
    YMCA of Metropolitan Dallas
    3300 McDermott Road
    Suite 100
    Plano,TX75025     		NONE PUBLIC CHARITY general support 2,500
    Total .................................bullet 3a 931,581
    bApproved for future payment
    BRIGHT BEGINNINGS ANNUAL FUND
    128 M STREET NW
    WASHINGTON,DC20001     		NONE   GENERAL SUPPORT 10,000
    BRIGHT BEGINNINGS BUILDING FUND
    128 M STREET NW
    WASHINGTON,DC20001     		NONE   GENERAL SUPPORT 10,000
    PEAK
    559 W DIVERSEY PKWY 353
    CHICAGO,IL606145601     		NONE   GENERAL SUPPORT 6,650
    Total ..................................bullet 3b 26,650
    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          
    4 Dividends and interest from securities....     14 190,137  
    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..... 525990 0 14 2,400  
    8Gain or (loss) from sales of assets other than inventory     18 1,125,519  
    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 1,318,056  
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,318,056
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 16,575 3,653   12,922

    TY 2010 AllOthProgRltdInvestmentsSch
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Category Amount
    NONE  

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

    TY 2010 DepreciationSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    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

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    OAK HILL 18,345 18,345
    OCM OPPORTUNITIES FUND V 237,526 237,526
    OCM OPPORTUNITIES FUND IV B 125 125
    SIGULER GUFF DISTRESSED OPPOR-    
    TUNITIES FUND B 465,269 465,269
    ALTERNATIVE INVESTMENTS 140,645 140,645
    SILVER CREEK, LP 284,386 284,386
    OCM POF III 757,989 757,989
    OCM OPPORTUNITIES FUND IV 6,341 6,341
    OCM OPPORTUNITIES FUND VI 761,362 761,362
    LBA REALTY 780,371 780,371
    HIGH VISTA STRATEGIES 13,054,081 13,054,081
    OCM OPPORTUNITIES FUND VI AIF 43,817 43,817
    MISFIT BARBARIAN FUND 2,985,499 2,985,499

    TY 2010 LandEtcSchedule2
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2010 OtherAssetsSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CURRENT TAXES RECIEVABLES 4,967 3,595 3,595


    TY 2010 OtherExpensesSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATIONARY AND PRINTING 786 173   613
    BANK CHARGES 12 3   9
    OTHER INVESTMENT EXPENSES 208,346 208,346   0
    COURIER SERVICE 22 5   17


    TY 2010 OtherIncomeSchedule2
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORDINARY INCOME/LOSS FROM PASSTHROUGH 2,400 2,420  


    TY 2010 OtherIncreasesSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Description Amount
    UNREALIZED GAIN 592,467


    TY 2010 OtherLiabilitiesSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 17,153 3,601


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 26,184 5,770   20,414


    TY 2010 TaxesSchedule
    Name:
    THE DUDA FAMILY FOUNDATION
    EIN: 43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 656 625   2,212