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 Anonymous Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)3019 Briarcliff Road   Room/suite
City or town, state, and ZIP code
Birmingham, AL35223
A Employer identification number

20-5224490
B Telephone number (see page 10 of the instructions)

(256) 878-1631
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$2,559,284J 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)  
2 Check bullet
3 Interest on savings and temporary cash investments 13 13  
4 Dividends and interest from securities...... 45,890 45,890  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -27,007
b Gross sales price for all assets on line 6a 564,747
7 Capital gain net income (from Part IV, line 2)... 38,343
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........ 18,896 84,246  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 2,000 1,000   1,000
c Other professional fees (attach schedule).... Click to see attachment 9,620 9,620   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 244 244   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,409 0   5,409
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,111 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,384 10,864   6,409
25 Contributions, gifts, grants paid........ 39,650 39,650
26 Total expenses and disbursements. Add lines 24 and 25 58,034 10,864   46,059
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,138
b Net investment income (if negative, enter -0-) 73,382
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............... 8,431 13,570 13,570
2 Savings and temporary cash investments.......... 26,716 96,172 96,172
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)........ 2,341,792 Click to see attachment2,227,908 2,448,431
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 attachment960 Click to see attachment1,111 Click to see attachment1,111
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,377,899 2,338,761 2,559,284
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 2,377,899 2,338,761
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,377,899 2,338,761
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,377,899 2,338,761
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,377,899
2 Enter amount from Part I, line 27a...................... 2 -39,138
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,338,761
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 2,338,761
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 800 AT & T   2008-02-04 2010-02-08
b 200 AT & T   2008-05-22 2010-02-08
c 300 Air Products & Chemicals, Inc.   2008-02-04 2010-03-04
d 100 Air Products & Chemicals, Inc.   2008-05-22 2010-03-04
e 200 Allergan, Inc.   2008-02-04 2010-07-14
50 Allergan, Inc.   2008-02-04 2010-08-25
1082 Amerisourcebergen Corp   1999-08-03 2010-07-14
300 Bank America Corp   2009-12-14 2010-07-14
1100 Best Buy Co, Inc.   2009-02-10 2010-02-04
225 Caterpillar, Inc.   2010-02-04 2010-07-14
50 Caterpillar, Inc.   2010-02-04 2010-08-25
100 Chevron Corp   2008-02-04 2010-08-25
900 Citrix Sys Inc.   2008-08-08 2010-02-04
1600 Dell, Inc.   2008-02-04 2010-08-24
300 Dell, Inc.   2008-05-22 2010-08-24
400 Devon Energy Corporation   2008-02-04 2010-03-22
50 Walt Disney Co.   2008-02-04 2010-07-14
200 Walt Disney Co.   2008-05-22 2010-07-14
950 Walt Disney Co.   2008-02-04 2010-08-24
200 E M C Corp Mass Com   2008-02-04 2010-07-14
400 E M C Corp Mass Com   2008-05-22 2010-07-14
700 Exelon Corp   2010-07-14 2010-08-24
0.044 Frontier Communications   2008-02-04 2010-07-08
191.988 Frontier Communications   2008-02-04 2010-07-14
72.012 Frontier Communications   2008-05-22 2010-07-14
25 Goldman Sachs Group, Inc.   2008-04-03 2010-08-25
100 JP Morgan Chase & Co   2008-02-04 2010-07-14
200 Juniper Networks   2008-02-28 2010-07-14
100 Monsanto Co. New Com   2009-07-14 2010-08-25
50 Norfolk Southern Corporation   2008-05-22 2010-08-25
300 Oracle Corporation   2008-05-22 2010-07-14
200 Oracle Corporation   2008-02-04 2010-08-25
50 Pepsico Inc Com   2008-02-04 2010-07-14
3141.361 Pioneer Bond Fund Class F P 2008-12-02 2010-08-25
100 Procter & Gamble Co   2008-02-04 2010-07-14
1000 QEP Resources Inc.   1999-08-03 2010-07-14
100 Qualcomm Inc.   2008-05-22 2010-08-25
100 TEVA Pharmaceutical Inds   2009-03-11 2010-07-14
100 TEVA Pharmaceutical Inds   2009-03-11 2010-08-25
100 3M Co Com   2008-02-04 2010-07-14
100 3M Co Com   2008-02-04 2010-08-25
100 Tiffany & Co   2010-07-14 2010-08-25
150 Travelers Companies, Inc.   2008-02-04 2010-07-14
75 United Technologies Corp   2008-02-04 2010-07-14
50 United Technologies Corp   2008-02-04 2010-08-25
200 Universal Health Serv Inc.   1999-08-03 2010-07-14
100 V F Corp   2010-02-04 2010-07-14
75 WalMart Stores, Inc.   2008-05-22 2010-07-14
500 XTO Energy Corp   2008-02-15 2010-01-06
200 Transocean, LTD   2009-11-19 2010-08-13
300 Transocean, LTD   2010-07-14 2010-08-13
0 Securities Litigation Settlement P   2010-06-22
Capital Gains Dividends P    
(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 20,054   30,727 -10,673
b 5,013   7,846 -2,833
c 21,484   27,458 -5,974
d 7,161   9,986 -2,825
e 13,062   13,727 -665
3,145   3,432 -287
35,273     35,273
4,635   4,698 -63
39,114   31,948 7,166
14,971   11,636 3,335
3,203   2,586 617
7,333   8,159 -826
37,383   27,334 10,049
18,384   32,157 -13,773
3,447   6,272 -2,825
25,299   34,916 -9,617
1,713   1,542 171
6,854   6,727 127
30,876   29,306 1,570
4,076   3,266 810
8,152   6,983 1,169
28,162   28,812 -650
      0
1,367   1,813 -446
513   663 -150
3,618   4,462 -844
4,012   4,748 -736
5,358   5,844 -486
5,532   7,356 -1,824
2,648   3,172 -524
7,173   6,737 436
4,450   4,098 352
3,172   3,453 -281
29,969   25,382 4,587
6,260   6,696 -436
30,370     30,370
3,833   4,608 -775
5,468   4,324 1,144
4,997   4,324 673
8,346   8,135 211
8,043   8,135 -92
4,153   4,052 101
7,681   7,404 277
5,104   5,555 -451
3,254   3,703 -449
7,444     7,444
7,544   7,177 367
3,758   4,212 -454
23,904   27,662 -3,758
10,905   17,132 -6,227
16,358   16,039 319
81     81
638     638
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       -10,673
b       -2,833
c       -5,974
d       -2,825
e       -665
      -287
      35,273
      -63
      7,166
      3,335
      617
      -826
      10,049
      -13,773
      -2,825
      -9,617
      171
      127
      1,570
      810
      1,169
      -650
      0
      -446
      -150
      -844
      -736
      -486
      -1,824
      -524
      436
      352
      -281
      4,587
      -436
      30,370
      -775
      1,144
      673
      211
      -92
      101
      277
      -451
      -449
      7,444
      367
      -454
      -3,758
      -6,227
      319
      81
      638
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 38,343
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 65,911 1,981,935 0.033256
2008 35,621 2,605,957 0.013669
2007 6,252 537,716 0.011627
2006 126,112 576,165 0.218882
2005 33,600 543,324 0.061842
2 Total of line 1, column (d) ...................... 2 0.339276
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 0.067855
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,283,339
5 Multiply line 4 by line 3....................... 5 154,936
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 734
7 Add lines 5 and 6......................... 7 155,670
8 Enter qualifying distributions from Part XII, line 4.............. 8 46,059
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 1,468
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 1,468
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 1,468
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 20
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,488
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   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? ....................
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)bulletAL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletA Jefferson McDonald Jr Telephone no.bullet (256) 878-1631
    Located atbullet3019 Briarcliff RoadBirminghamAL ZIP+4bullet35223
    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
    A Jefferson McDonald Jr Director and President
    1.00     		0 0 0
    3019 Briarcliff Road
    Birmingham,AL35223
    Kerry McDonald Director and Treasurer
    1.00     		0 0 0
    3019 Briarcliff Road
    Birmingham,AL35223
    Jennifer C McDonald Director and Secretary
    0.00     		0 0 0
    3019 Briarcliff Road
    Birmingham,AL35223
    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
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,253,645
    b
    Average of monthly cash balances.......................
    1b
    64,466
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,318,111
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    2,318,111
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    34,772
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,283,339
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    114,167
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    114,167
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,468
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,468
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    112,699
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    112,699
    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
    112,699
    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
    46,059
    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
    46,059
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    46,059
    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 7 112,699
    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.......  
    b From 2006....... 5,512
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 5,512
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 46,059
    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..... 46,059
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 5,512 5,512
    (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 ...........     		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 ..........     		61,128
    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) .............     		0
    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....  
    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).)
    A Jefferson McDonald Jr
    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
    AFMIN USA
    PO Box 70578
    Tuscaloosa,AL35407     		N/A 501(c)(3) Unrestricted grant 6,250
    The Lovelady Center
    7916 Second Avenue South
    Birmingham,AL35206     		N/A 501(c)(3) Sponsorship of one woman and family (if any) 14,400
    Samaritan's Purse
    PO Box 3000
    Boone,NC28607     		N/A 501(c)(3) Haitian diaster relief 1,000
    Leaders To The Nations - Catharine's Heart
    PO Box 70578
    Tuscaloosa,AL35407     		N/A 501(c)(3) Unrestricted grant for African ministries 2,000
    Apologetics Resource Center
    100 Missionary Ridge
    Birmingham,AL35242     		N/A 501(c)(3) Unrestricted grant 10,000
    180 Degrees Church
    11200 South Ocean Boulevard
    Myrtle Beach,SC29577     		N/A 501(c)(3) Purchase of sound system for worship service 6,000
    Total .................................bullet 3a 39,650
    bApproved for future payment
    Millsaps College
    1701 North State Street
    Jackson,MS39210     		N/A 501(c)(3) McDonald Family Scholarship Fund 25,000
    Total ..................................bullet 3b 25,000
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 13  
    4 Dividends and interest from securities....     14 45,890  
    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 -27,007  
    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 18,896 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1318,896
    (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 Anonymous Foundation
    EIN: 20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    The Fowler Group, LLC 2,000 1,000   1,000

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    The Anonymous Foundation
    EIN: 20-5224490
    Name of Stock End of Year Book Value End of Year Fair Market Value
    700 ABBOTT LABS 40,123 33,537
    500 ALLERGAN INC 30,064 34,335
    500 AMERICAN EXPRESS CO 21,969 21,460
    225 APACHE CORPORATION 24,366 26,827
    800 AUTO DESK INC 21,943 30,560
    2300 BANC OF AMERICA CORP 31,319 26,680
    900 CVS/CAREMARK CORPORATION 36,144 31,293
    450 CATERPILLAR INC 23,271 42,147
    400 CHEVRON CORP 24,477 27,375
    1500 CISCO SYSTEMS INC 36,498 30,345
    1700 E M C CORP MASS 27,761 38,930
    400 EATON COPR 38,419 40,604
    400 EXXON MOBIL CORP 34,331 29,248
    2000 GENERAL ELECTRIC CO 30,600 36,580
    200 GOLDMAN SACHS GROUP INC 35,471 33,632
    1000 HALLIBURTON CO 43,723 40,830
    450 HESS CORPORATION 31,038 34,443
    600 ILLINOIS TOOL WORKS INC 31,966 32,040
    1500 INTEL CORP 32,293 31,545
    800 JP MORGAN CHASE & CO 37,097 33,936
    600 JOHNSON & JOHNSON 38,376 37,110
    1200 JUNIPER NETWORKS 34,731 44,304
    1225 MATTEL INC 26,801 31,152
    1000 MCGRAW HILL INC 33,323 36,410
    900 MERK & CO INC NEW 31,006 32,436
    1400 MICROSOFT CORP 42,035 39,074
    500 MONSANTO CO NEW 31,147 34,820
    515 NEXTERA ENERGY INC 28,214 26,775
    550 NORFOLK SOUTHERN CORP 34,200 34,551
    1300 ORACLE CORPORATION 26,635 40,690
    500 PEPSICO INC 34,466 32,665
    650 PHILLIP MORRIS INTERNATIONAL INC 28,345 38,044
    500 PROCTOR & GAMBLE CO 33,286 32,165
    500 PRUDENTIAL FINANCIAL INC 41,104 29,355
    800 QUALCOMM INC 33,831 39,592
    1000 QUESTAR CORP 18,445 17,410
    900 ROBERT HALF INTL INC 21,363 27,540
    500 SCHLUMBERGER LTD 37,569 41,750
    1300 STAPLES INC 30,577 29,601
    775 STATE STREET CORP 31,663 35,913
    600 STRYKER CORP 40,409 32,220
    675 THERMO FISHER SCIENTIFIC INC 34,112 37,368
    300 3M CO 23,940 25,890
    700 TIFFANY & CO 28,364 43,589
    650 TRAVELERS COMPANIES INC 31,998 36,211
    425 UNITED TECHNOLOGIES CORO 31,166 33,456
    800 UNIVERSAL HLTH SVCS INC 20,674 34,736
    400 VF CORP 28,708 34,472
    1100 VERIZON COMMUNICATIONS 39,553 39,358
    350 VISA INC - CLASS A SHRS 30,286 24,633
    625 WALMART STORES INC 35,099 33,706
    1100 WALGREEN 39,410 42,856
    7217.474 OPPENHEIMER MAIN ST SMALL CAP FD 137,167 154,815
    8816.705 PIONEER SELECT MID CAP GROWTH Y 142,147 160,200
    7407.407 MFS RESH INTL FD CL I 70,000 116,222
    700 TEVA PHARMACEUTICAL INDS SPONS ADR 30,267 36,491
    3773.585 PIMCO TOTAL RETURN INSTL FD#35 38,000 40,943
    19383.392 PIONEER BOND FUND CLASS Y FD 156,618 183,561

    TY 2010 OtherAssetsSchedule
    Name:
    The Anonymous Foundation
    EIN: 20-5224490
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued Form 1099 Dividends 960 1,111 1,111


    TY 2010 OtherExpensesSchedule
    Name:
    The Anonymous Foundation
    EIN: 20-5224490
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Other expense 1,111 0   0


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    The Anonymous Foundation
    EIN: 20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Regions Morgan Keegan Trust 9,620 9,620   0


    TY 2010 TaxesSchedule
    Name:
    The Anonymous Foundation
    EIN: 20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes 244 244   0