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
1772 FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 112   Room/suite
City or town, state, and ZIP code
POMFRET CENTER, CT062590112
A Employer identification number

22-2578377
B Telephone number (see page 10 of the instructions)

(860) 928-1772
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$74,295,080
J 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) 1,000
2 Check bullet
3 Interest on savings and temporary cash investments 115 115  
4 Dividends and interest from securities...... 2,041,051 1,972,702  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 139,150
b Gross sales price for all assets on line 6a 21,558,779
7 Capital gain net income (from Part IV, line 2)... 103,742
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........ 2,181,316 2,076,559  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 351,600 103,541   248,059
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 19,631 4,908   14,723
16a Legal fees (attach schedule)......... 2,367 1,184   1,183
b Accounting fees (attach schedule)....... 32,460 16,230   16,230
c Other professional fees (attach schedule).... 201,950 200,803   1,147
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 17,840      
19 Depreciation (attach schedule) and depletion... 2,056 1,030  
20 Occupancy.............. 6,720 3,360   3,360
21 Travel, conferences, and meetings....... 81,395 12,209   69,186
22 Printing and publications.......... 4,794     4,794
23 Other expenses (attach schedule)....... 68,513 7,607   60,906
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 789,326 350,872   419,588
25 Contributions, gifts, grants paid........ 2,585,000 2,585,000
26 Total expenses and disbursements. Add lines 24 and 25 3,374,326 350,872   3,004,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,193,010
b Net investment income (if negative, enter -0-) 1,725,687
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............... 1,364,907 1,934,858 1,934,858
2 Savings and temporary cash investments.......... 515,414 210,296 210,296
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........... 90,800 84,155 84,155
10a Investments—U.S. and state government obligations (attach schedule) 7,015,859 Click to see attachment4,510,195 4,520,741
b Investments—corporate stock (attach schedule)........ 9,775,390 Click to see attachment10,199,843 11,768,979
c Investments—corporate bonds (attach schedule)........ 5,899,563 Click to see attachment5,792,473 5,599,372
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............. 3,927 3,797 4,298
13 Investments—other (attach schedule)........... 50,728,729 Click to see attachment51,456,017 50,172,381
14 Land, buildings, and equipment: basis bullet11,493
Less: accumulated depreciation (attach schedule) bullet7,019 5,870 Click to see attachment4,474  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,400,459 74,196,108 74,295,080
Liabilities 17 Accounts payable and accrued expenses.......... 59,747 48,406
18 Grants payable...................   308,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 59,747 356,406
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 75,340,712 73,839,702
30 Total net assets or fund balances (see page 17 of the
instructions).................... 75,340,712 73,839,702
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 75,400,459 74,196,108
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 75,340,712
2 Enter amount from Part I, line 27a...................... 2 -1,193,010
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 74,147,702
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 308,000
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 73,839,702
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.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 103,742
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 3,593,102 65,653,548 0.054728
2008 3,438,843 74,293,263 0.046287
2007 2,988,441 83,431,815 0.035819
2006 2,438,071 73,935,911 0.032975
2005 2,455,898 61,691,405 0.039809
2 Total of line 1, column (d) ...................... 2 0.209618
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 0.041924
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 68,935,077
5 Multiply line 4 by line 3....................... 5 2,890,034
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 17,257
7 Add lines 5 and 6......................... 7 2,907,291
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,004,588
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 17,257
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 17,257
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 17,257
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 17,409
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,409
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,152
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet5,152 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
 
 
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 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)bulletNJ
    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 addressbulletWWW.1772FOUNDATION.ORG
    14
    The books are in care ofbullet1772 FOUNDATION Telephone no.bullet (860) 928-1772
    Located atbullet112 MAIN STREET STE 9PUTNAMCT ZIP+4bullet06260
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
     
    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
     
    No
    .........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
    G STANTON GEARYClick to see attachment PRESIDENT
    30.00
    67,650 0 0
    422 THAMES ST
    NEWPORT,RI02840
    JOHN R LIVESEYClick to see attachment TREASURER
    25.00
    43,650 0 0
    411 SUMMER ST
    NORTH ANDOVER,MA01845
    B DANFORTH ELYClick to see attachment TRUSTEE
    20.00
    25,650 0 0
    PO BOX 732
    FAR HILLS,NJ07931
    J DAVID SCHARDIENClick to see attachment TRUSTEE
    20.00
    25,650 0 0
    687 COLONIAL AVE
    UNION,NJ07083
    ROBERT RAYNOLDSClick to see attachment TRUSTEE
    20.00
    25,650 0 0
    12384 OXFORD ROAD
    LONGMONT,CO80501
    GRETCHEN S SORINClick to see attachment TRUSTEE
    20.00
    24,900 0 0
    PO BOX 800
    COOPERSTOWN,NY13326
    NANCY E DAVISClick to see attachment TRUSTEE
    20.00
    25,650 0 0
    5604 SONOMA ROAD
    BETHESDA,MD20817
    MARY A ANTHONYClick to see attachment EXEC DIR
    45.00
    112,800 6,360 0
    PO BOX 112
    POMFRET CENTER,CT06259
    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  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 FELLOWSHIP GRANTS TO PROMOTE EDUCATION AND RESEARCH OF AMERICAN HISTORICAL PEOPLE & PLACES 39,616
    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 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    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
    68,685,502
    b
    Average of monthly cash balances.......................
    1b
    1,299,348
    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
    69,984,850
    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
     
    3
    Subtract line 2 from line 1d..........................
    3
    69,984,850
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    1,049,773
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    68,935,077
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    3,446,754
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,446,754
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    17,257
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,257
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,429,497
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    3,429,497
    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
    3,429,497
    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
    3,004,588
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    3,004,588
    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
    17,257
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    2,987,331
    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 3,429,497
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 2,928,581
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 3,004,588
    a Applied to 2009, but not more than line 2a 2,928,581
    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..... 76,007
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    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 ..........
    3,353,490
    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 ......
     
    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).)
    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:
    MARY ANTHONY
    PO BOX 112
    POMFRET CENTER,CT062590112
    (860) 928-1772
    bThe form in which applications should be submitted and information and materials they should include:
    BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ON-LINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED.
    cAny submission deadlines:
    FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15 PRIOR TO THE YEAR THE FUND
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO THE PRESERVATION AND ENHANCEMENT OF AMERICAN HISTORICAL ENTITIES AND PROJECTS.
    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
    FRIENDS OF DINOSAUR RIDGE
    16831 W ALAMEDA PKWY
    MORRISON,CO80465
      501(C)(3) GENERAL PURPOSE 10,000
    4-H EDUCATION AT AUER
    FARM
    158 AUER FARM ROAD
    BLOOMFIELD,CT06002
      501(C)(3) BARN ROOF RENOVATION PROJECT 25,000
    ABINGTON CONGREGATIONAL
    CHURCH
    550 HAMPTON ROAD
    P O BOX 289
    POMFRET CENTER,CT06259
      501(C)(3) GENERAL PURPOSE 3,000
    ABINGTON SOCIAL LIBRARY
    536 HAMPTON ROAD
    POMFRET CENTER,CT06259
      501(C)(3) GENERAL PURPOSE 2,000
    ACTION FOR BRIDGEPORT
    COMMUNITY DEVELOPMENT
    1070 PARK AVENUE
    BRIDGEPORT,CT06604
      501(C)(3) MARY & ELIZA FREEMAN HOUSES 47,000
    CONNECTICUT FARMLAND
    TRUST
    77 BUCKINGHAM STREET
    HARTFORD,CT06106
      501(C)(3) LEBANON FARMS PROTECTION 20,000
    EASTERN CT COSERVATION
    DISTRICT
    238 WEST TOWN STREET
    USDA SERVICE CENTER
    NORWICH,CT06360
      501(C)(3) GENERAL PURPOSE 1,000
    FLANDERS NATURE CENTER &
    LAND TRUST
    5 CHURCH HILL ROAD
    WOODBURY,CT06798
      501(C)(3) BARN RESTORATION 30,000
    FRESH NEW LONDON
    PO BOX 429
    NEW LONDON,CT06230
      501(C)(3) CULINARY FACILITY 50,000
    FRIENDS OF THE KILLINGLY
    PUBLIC LIBRARY
    25 WESTCOTT ROAD
    DANIELSON,CT06239
      501(C)(3) QUIET CORNER READS PROGRAM 2,000
    HEBRON HISTORICAL SOCIETY
    P O BOX 43
    HEBRON,CT062480043
      501(C)(3) RESTORATION OF THE PETERS HOUSE 35,000
    HILL-STEAD MUSEUM
    32 MOUNTAIN ROAD
    FARMINGTON,CT06032
      501(C)(3) BARN RESTORATION 40,000
    JOSHUA'S TRACT CONSRV
    P O BOX 4
    MANSFIELD CENTER,CT06250
      501(C)(3) GENERAL PURPOSE 2,000
    THE LAST GREEN VALLEY
    PO BOX 29
    111 MAIN STREET
    DANIELSON,CT062390029
      501(C)(3) FOODSHED ANALYSIS PROJECT 15,000
    WHOLESOME WAVE
    189 STATE STREET
    BRIDGEPORT,CT06604
      501(C)(3) FOOD HUB RESEARCH PROJECT 5,000
    WINDHAM TEXTILE & HISTORY
    MUSEUM
    411 MAIN STREET
    WILLIMANTIC,CT06226
      501(C)(3) DUGAN MILL RESTORATION PROJECT 24,900
    WOODSTOCK HISTORICAL
    SOCIETY
    P O BOX 65
    WOODSTOCK,CT06281
      501(C)(3) GENERAL PURPOSE 1,000
    YMCA OF GREATER HARTFORD
    241 TRUMBULL STREET
    2ND FLOOR
    HARTFORD,CT06103
      501(C)(3) GENERAL PURPOSE 5,000
    NAT'L TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE N
    WASHINGTON,DC20036
      501(C)(3) 2010 NATIONAL CONFERENCE PROGRAM 66,500
    NAT'L TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE N
    WASHINGTON,DC20036
      501(C)(3) STATE AND LOCAL PUBLIC POLICY OFFICE 100,000
    NAT'L TRUST FOR HISTORIC
    PRESERVATION
    1785 MASSACHUSETTS AVE N
    WASHINGTON,DC20036
      501(C)(3) NORTHEAST AFRICAN AMERICAN PRESERVAT 94,500
    HISTORIC SAVANNAH FNDTN
    PO BOX 1733
    SAVANNAH,GA31402
      501(C)(3) REVOLVING FUND HISTORIC SAVANNAH PRO 40,000
    NEW PHILADELPHIA ASSOC
    720 BAINBRIDGE STREET
    BARRY,IL62312
      501(C)(3) GENERAL PURPOSE 5,000
    PRESERVATION RESOURCE CEN
    923 TEHOUPITOULAS STREET
    NEW ORLEANS,LA70130
      501(C)(3) REVOLVING FUND OPERATION COMEBACK PR 100,000
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA018451298
      501(C)(3) BROOKS FUND 5,000
    CAPE COD COMMERCIAL HOOK
    FISHERMEN ASSOC
    210 ORLEANS ROAD
    SUITE E
    NORTH CHATHAM,MA02650
      501(C)(3) SUSTAINABLE SEAFOOD PROJECT 26,500
    COHASSET MARITIME INST
    40 PARKER AVENUE
    COHASSET,MA02025
      501(C)(3) PRESERVING MARITIME CRAFT OF BOATBUI 15,000
    COMMUNITY SERVINGS
    18 MARBURY TERRACE
    JAMAICA PLAINS,MA02130
      501(C)(3) FARMERS ABUNDANCE INITIATIVE 10,000
    FARM BASED EDUCATION ASSC
    231 LIBERTY WAY
    CONCORD,MA01742
      501(C)(3) EDUCATIONAL GRANTS 20,000
    HANCOCK SHAKER VILLAGE
    P O BOX 927
    PITTSFIELD,MA01202
      501(C)(3) MASTERS PROGRAM IN HISTORIC PRESERVA 50,000
    HISTORIC BOSTON INC
    3 SCHOOL STREET
    BOSTON,MA02108
      501(C)(3) REVOLVING FUND HANDMADE HOUSES PROGR 75,000
    MERRIMACK VALLEY HOSPICE
    360 MERRIMACK STREET
    LAWRENCE,MA01843
      501(C)(3) GENERAL PURPOSE 7,500
    NORTH BENNET STREET SCH
    39 NORTH BENNET ST
    BOSTON,MA02113
      501(C)(3) REVOLVING FUND PARTNERSHIP PRESERVAT 75,000
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE ROAD
    STURBRIDGE,MA01566
      501(C)(3) AGRICULTURE PLANNING GRANT 17,000
    POCUMTUCK VALLEY MEMORIAL
    10 MEMORIAL STREET
    DEERFIELD,MA01342
      501(C)(3) AFRICAN AMERICANS IN EARLY NEW ENGLA 20,000
    REGIONAL ENVIRONMENTAL
    COUNCIL
    P O BOX 255
    WORCESTER,MA01613
      501(C)(3) FOOD JUSTICE PROGRAM 30,000
    ROYALL HOUSE ASSOCIATION
    15 GEORGE STREET
    MEDFORD,MA02155
      501(C)(3) AFRICAN AMERICAN SITE INTERPRETATION 45,000
    ST PAUL'S EPISCOPAL CHURH
    396 MAIN STREET
    NORTH ANDOVER,MA018453952
      501(C)(3) GENERAL PURPOSE 5,000
    TRUSTEES OF RESERVATIONS
    219 COUNTY ROAD
    IPSWICH,MA01938
      501(C)(3) OLD HOUSE AT APPLETON FARMS PROJECT 75,000
    UPPER HOUSATONIC VALLEY
    NATL HERITAGE AREA
    PO BOX 611
    GREAT BARRINGTON,MA02157
      501(C)(3) W.E.B DU BOIS BOYHOOD HOMESITE PROJE 25,000
    SANDY SPRING MUSEUM
    17901 BENTLEY ROAD
    SANDY SPRING,MD20860
      501(C)(3) GENERAL PURPOSE 5,000
    COMMITTEE TO RESTORE THE
    ABYSSINIAN
    P O BOX 11064
    PORTLAND,ME04104
      501(C)(3) EXTERIOR RESTORATION OF ABYSSINIAN M 50,000
    GREATER PORTLAND LANDMARK
    93 HIGH STREET
    PORTLAND,ME04101
      501(C)(3) WINDOW RESTORATION & TRAINING PROG 20,000
    HILTON-WINN FARM
    189 OGUNQUIT ROAD
    CAPE NEDDICK,ME03902
      501(C)(3) GENERAL PURPOSE 7,500
    ISLAND INSTITUTE
    386 MAIN STREET
    PO BOX 648
    ROCKLAND,ME048410648
      501(C)(3) PERMIT BANKING PROJECT FOR MAINE FIS 100,000
    ISLAND INSTITUTE
    386 MAIN STREET
    PO BOX 648
    ROCKLAND,ME048410648
      501(C)(3) SUSTAINABLE ISLAND AGRICULTURE PROJE 60,000
    MICHIGAN LAND USE INST
    148 EAST FRONT STREET
    SUITE 301
    TRAVERSE CITY,MI49684
      501(C)(3) GENERAL PURPOSE 5,000
    PRESV NORTH CAROLINA
    P O BOX 27644
    RALEIGH,NC276117644
      501(C)(3) ENDANGERED PROPERTIES REVOLVING FUND 50,000
    NEW HAMPSHIRE PRESRV
    P O BOX 268
    CONCORD,NH03302
      501(C)(3) GENERAL FUND 9,000
    SOCIETY FOR PROTECTION OF
    OF NH FOREST
    34 PORTSMOUTH STREET
    CONCORD,NH03301
      501(C)(3) SAWMILL PIGPEN PROJECT 20,000
    BGCN LIFECAMP INC
    P O BOX 580
    FAR HILLS,NJ07931
      501(C)(3) GENERAL PURPOSE 2,000
    BRANCH BROOK FARM
    ALLIANCE
    115 CLIFTON AVENUE
    NEWARK,NJ07104
      501(C)(3) ESTABLISHMENT OF CONCOURSE HILL URBA 20,000
    BRICK CITY DEVELOPMENT
    CORP
    774 BROAD STREET
    SUITE 1110
    NEWARK,NJ07102
      501(C)(3) URBAN FRESH FARM INC PROGRAM AND OPE 50,000
    CENTER FOR HOPE HOSPICE
    HOPE CENTER
    1900 RARITAN ROAD
    SCOTCH PLAINS,NJ07076
      501(C)(3) GENERAL PURPOSE 2,000
    CITY GREEN
    P O BOX 748
    RINGWOOD,NJ07456
      501(C)(3) URBAN FARM PROJECT 50,000
    FAR HILLS COUNTRY DAY SCH
    PO BOX 8
    FAR HILLS,NJ07931
      501(C)(3) GENERAL PURPOSE 3,000
    FRIENDS OF THE CLARENCE
    DILLON PUBLIC LIBRARY
    2336 LAMINGTON ROAD
    BEDMINSTER,NJ07921
      501(C)(3) GENERAL PURPOSE 3,000
    GREATER NEWARK CONSERVANC
    32 PRINCE STREET
    NEWARK,NJ07103
      501(C)(3) ST BENEDICTS URBAN FARM PROGEAM 6,400
    HAMILTON PARTNERSHIP FOR
    PATTERSON
    32 SPRUCE STREET
    3RD FLOOR
    PATTERSON,NJ07501
      501(C)(3) PATTERSON GREAT FALLS NATIONAL HISTO 100,000
    HUNTERDON LAND TRUST
    ALLIANCE
    56 MAIN ST SUITE 2E
    FLEMINGTON,NJ088221474
      501(C)(3) AGRICULTURE PROGRAM AT HISTORIC DVOO 30,000
    MARCH
    RUTGERS UNIVERSITY
    CAMDEN,NJ08102
      501(C)(3) GENERAL PURPOSE 5,000
    MORRISTOWN MEMORIAL HOSP
    P O BOX 1956
    MORRISTOWN,NJ07960
      501(C)(3) GENERAL PURPOSE 5,000
    NEW JERSEY COMMUNITY DEV
    P O BOX 6976
    PATTERSON,NJ07509
      501(C)(3) PRESERVATION OF FORMER ROGERS LOCOMO 50,000
    NORWESCAP
    350 MARSHALL
    PHILLIPSBURG,NJ08865
      501(C)(3) ARTHUR & FRIENDS URBAN GREENHOUSE TR 24,900
    SAINT PAUL'S EPISCOPAL
    CHURCH
    80 ELM AVENUE
    RAHWAY,NJ07065
      501(C)(3) GENERAL PURPOSE 4,000
    ST BENEDICT'S PREP DEV
    OFFICE
    520 DR MARTIN LUTHER KIN
    NEWARK,NJ071021314
      501(C)(3) GENERAL PURPOSE 3,000
    ST PATRICKS HIGH SCHOOL
    221 COURT STREET
    ELIZABETH,NJ07206
      501(C)(3) GENERAL PURPOSE 8,000
    ST THERESA'S SCHOOL
    540 WASHINGTON STREET
    KENILWORTH,NJ07033
      501(C)(3) UPDATING OF SCHOOL LIBRARY 8,000
    ST THERESA'S YOUTH GROUP
    541 WASHINGTON AVENUE
    KENILWORTH,NJ07033
      501(C)(3) GENERAL PURPOSE 2,000
    UNION TOWNSHIP HISTORICAL
    SOCIETY
    909 CALDWELL AVENUE
    UNION,NJ07083
      501(C)(3) GENERAL PURPOSE 2,000
    UPPER RARITAN WATERSHED
    ASSOC
    P O BOX 273
    GLADSTONE,NJ07934
      501(C)(3) GENERAL PURPOSE 3,000
    BROOKLYN HISTORICAL
    SOCIETY
    P O BOX 90
    BROOKLYN,NY11201
      501(C)(3) GENERAL PURPOSE 2,000
    COLONIAL FARMHOUSE REST
    OF BELLEROSE INC
    73-50 LITTLE NECK PARKWAY
    FLORAL PARK,NY110041129
      501(C)(3) EXPANDING SUSTAINABLE URBAN AGRICULT 50,000
    COOPERSTOWN ART ASSOC
    22 MAIN STREET
    COOPERSTOWN,NY133261345
      501(C)(3) GENERAL PURPOSE 2,000
    FRANKLIN STAGE COMPANY
    25 INSTITUTE STREET
    PO BOX 821
    FRANKLIN,NY13775
      501(C)(3) GENERAL PURPOSE 1,000
    HEALING A WOMAN'S SOUL
    CHRIST EPISCOPAL CHURCH
    70 MANSION STREET
    COXSACKIE,NY12051
      501(C)(3) WOMEN VICTIMS RETREAT FUND 3,000
    LUSTGARTEN FOUNDATION FOR
    PANCREATIC CANCER
    1111 STEWART AVENUE
    BETHPAGE,NY11714
      501(C)(3) PANCREATIC CANCER GENOME PROJECT 10,000
    PRESERVATION LEAGUE OF NY
    44 CENTRAL AVENUE
    ALBANY,NY12206
      501(C)(3) REVOLVING FUND 41,300
    ROCKING THE BOAT
    812 EDGEWATER ROAD
    BRONX,NY10474
      501(C)(3) NEW BUILDING PROJECT 30,000
    SHOE4AFRICA
    1752 1ST AVENUE APT 3A
    NEW YORK,NY10128
      501(C)(3) BUILD THIS SCHOOL IN KENYA FUND 5,000
    SOCIETY-WEEKSVILLE &
    BEDFORD STUYVESANT HISTORY
    PO BOX 130-120
    ST JOHNS STATION
    BROOKLYN,NY11213
      501(C)(3) KITCHEN GARDEN & HUNTERFLY ROW 30,000
    SPRINGBROOK (UPSTATE HOME
    FOR CHILDREN)
    2705 STATE HIGHWAY 28
    ONEONTA,NY13820
      501(C)(3) COMING HOME CAMPAIGN 4,000
    ST MARYS EPISCOPAL CHURCH
    P O BOX 376
    SPRINGFIELD CENTER,NY134680376
      501(C)(3) GENERAL PURPOSE 6,000
    ST AUGUSTINE'S PROJECT
    333 MADISON AVENUE
    NEW YORK,NY10002
      501(C)(3) SECOND GALLERY RESTORATION 12,000
    STONE BARNS CENTER FOR
    FOOD AGRICULTURE
    630 BEDFORD ROAD
    POCANTICO HILLS,NY10591
      501(C)(3) GROWING FARMERS INITIATIVE 30,000
    TOWN OF SPRINGFIELDNY
    P O BAX 358
    SPRINGFIELD CENTER,NY13468
      501(C)(3) GENERAL PURPOSE 5,000
    SMITH MEMORIAL PLAYGROUND
    EAST FAIRMOUNT PARK
    PHILADELPHIA,PA19121
      501(C)(3) EAST SIDE PORCH RESTORATION PROJECT 31,000
    THADDEUS STEVENS COLLEGE
    OF TECHNOLOGY
    750 EAST KING STREET
    LANCASTER,PA17602
      501(C)(3) PRESERVATIONS TRADES CIRRICULUM DEVE 40,000
    THE HIGHLANDS HISTORICAL
    SOCIETY
    7001 SHEAFF LANE
    FORT WASHINGTON,PA19034
      501(C)(3) CVCA FARM AND GARDEN PROGRAM 15,500
    WYCK ASSOCIATION
    6026 GERMANTOWN AVE
    PHILADELPHIA,PA19144
      501(C)(3) EXPANSION OF HOME FARM PROGRAM & TRA 25,000
    EAST COAST GREENWAY
    ALLIANCE
    27B NORTH ROAD
    WAKEFIELD,RI02879
      501(C)(3) CLOSE THE GAPS CAMPAIGN 2,000
    INTERNATIONAL YACHT
    RESTORATION
    449 THAMES STREET
    NEWPORT,RI02840
      501(C)(3) GENERAL PURPOSE 10,000
    PRESERVATION SOCIETY OF
    NEWPORT COUNTY
    424 BELLEVUE AVE
    NEWPORT,RI02882
      501(C)(3) ANNUAL FUND 5,000
    PRESERVE RHODE ISLAND
    957 NORTH MAIN STREET
    PROVIDENCE,RI02904
      501(C)(3) THE HISTORIC SITES COLLATION OF RHOD 25,000
    PROVIDENCE REVOLVING FUND
    372 WEST FOUNTAIN ST
    PROVIDENCE,RI02903
      501(C)(3) REVOLVING FUND - PRESERVATION RESOUR 70,000
    SOUTHSIDE COMMUNITY LAND
    TRUST
    109 SOMERSET STREET
    PROVIDENCE,RI029071031
      501(C)(3) GROWING FOOD IN PROVIDENCE HISTORIC 14,500
    WATERFIRE PROVIDENCE
    101 REGENT AVENUE
    PROVIDENCE,RI02908
      501(C)(3) WATERFIRE EVENT 7,500
    AMERICAN ASSOC OF STATE
    & LOCAL HISTORY
    1717 CHURCH ROAD
    NASHVILLE,TN372033203
      501(C)(3) SUSTAINABILITY CONFERENCE SESSIONS 10,000
    FUERZA UNIDA
    710 NEW LAREDO HWY
    SAN ANTONIO,TX78211
      501(C)(3) GENERAL PURPOSE 5,000
    STRATFORD HALL
    483 GREAT HOUSE RD
    STRATFORD,VA22588
      501(C)(3) HISTORIC SITE SUSTAINABILITY PROJECT 10,000
    ASSOCIATION OF SMALL
    FOUNDATION
    33 WILD BERRY LANE
    UNDERHILL,VT054890117
      501(C)(3) GENERAL PURPOSE 1,500
    PUTNEY SCHOOL
    ELM LEA FARM
    PUTNEY,VT05346
      501(C)(3) ANNUAL FUND 15,000
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05482
      501(C)(3) GENERAL PURPOSE 3,000
    SHELBURNE MUSEUM
    US ROUTE 7
    PO BOX 10
    SHELBURNE,VT05482
      501(C)(3) GENERAL PURPOSE 1,000
    THE TRUST FOR PUBLIC LAND
    3 SHIPMAN PLACE
    MONTLELIER,VT05602
      501(C)(3) BEAN/ALLARD FARM AND CLARK FARM PROJ 125,000
    JACKSON HOLE HISTORICAL
    SOCIETY
    P O BOX 1005
    JACKSON,WY830011005
      501(C)(3) ANNUAL FUND 5,000
    Total .................................bullet 3a 2,585,000
    bApproved for future payment
    Total ..................................bullet 3b  
    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     14 115  
    4 Dividends and interest from securities....     14 2,041,051  
    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     18 139,150  
    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)..   2,180,316  
    13Total. Add line 12, columns (b), (d), and (e)...................
    132,180,316
    (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:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LESHNER FRANCHINO & CO 32,460 16,230   16,230

    TY 2010 CompensationExplanation
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Person Name Explanation
    G STANTON GEARY  
    JOHN R LIVESEY  
    B DANFORTH ELY  
    J DAVID SCHARDIEN  
    ROBERT RAYNOLDS  
    GRETCHEN S SORIN  
    NANCY E DAVIS  
    MARY A ANTHONY  

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    TY 2010 DepreciationSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    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
    COMPUTER EQUIPMENT 2003-11-15 1,044 1,044 S/L 5.0000        
    COMPUTER EQUIPMENT 2003-10-10 1,750 1,750 S/L 5.0000        
    COMPUTER EQUIPMENT 2006-01-19 1,027 805 S/L 5.0000 205 103    
    LAPTOP 2006-08-02 1,567 1,071 S/L 5.0000 26 13    
    OFFICE FURNITURE 2006-01-19 3,600 2,820 S/L 5.0000 720 360    
    FILING CABINET 2007-08-02 2,798 966 S/L 7.0000 400 200    
    LAPTOP COMPUTER 2009-03-13 791 132 S/L 5.0000 158 79    
    PRINTER 2009-04-09 478 72 S/L 5.0000 95 48    
    PRINTER 2009-05-14 1,086 145 S/L 5.0000 217 109    
    POWER POINT PROJECTOR 2009-08-07 583 49 S/L 5.0000 116 58    
    LAPTOP 2010-01-26 547   S/L 5.0000 100 50    
    LAPTOP 2010-10-25 583   S/L 5.0000 19 10    

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    TY 2010 GainLossSaleOtherAssetsSch
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    275-ALIGN TECH INC 2006-07 PURCHASE 2010-02   4,893 2,058     2,835  
    475-ALLSCRIPTS MISYS HEALTH   PURCHASE 2010-04   10,147 4,827     5,320  
    100-CHISTOPHER & BANKS CORP 2006-07 PURCHASE 2010-11   591 2,941     -2,350  
    750-COLDWATER CREEK INC   PURCHASE 2010-11   2,525 10,123     -7,598  
    50-CREE INC 2006-08 PURCHASE 2010-02   3,016 921     2,095  
    100-CREE INC   PURCHASE 2010-03   6,911 2,098     4,813  
    25-DEVRY INC 2006-07 PURCHASE 2010-01   1,536 553     983  
    75-DOLBY LABS INC 2006-07 PURCHASE 2010-05   5,125 1,735     3,390  
    25-F5 NETWORKS INC 2008-09 PURCHASE 2010-01   1,345 553     792  
    50-F5 NETWORKS INC 2008-09 PURCHASE 2010-05   3,570 1,107     2,463  
    50-F5 NETWORKS INC 2008-09 PURCHASE 2010-07   3,878 1,107     2,771  
    0.4169-FURIEX PHARMA INC 2006-07 PURCHASE 2010-06   5 6     -1  
    35-FURIEX PHARMA INC 2006-07 PURCHASE 2010-11   404 514     -110  
    175-GENTEX CORP 2006-07 PURCHASE 2010-12   5,032 2,436     2,596  
    225-HEIDRICK & STRUGGLES INTL 2006-07 PURCHASE 2010-12   5,426 7,323     -1,897  
    75-ITT EDUC SVCS INC 2006-07 PURCHASE 2010-11   4,515 4,922     -407  
    75-ITT EDUC SVCS INC 2008-03 PURCHASE 2010-12   4,679 3,702     977  
    500-NAVIGANT CONSULTING INC 2006-10 PURCHASE 2010-12   4,479 6,209     -1,730  
    150-PRIVATEBANCORP INC 2009-02 PURCHASE 2010-01   1,364 2,212     -848  
    225-PRIVATEBANCORP INC 2007-07 PURCHASE 2010-01   2,045 6,910     -4,865  
    125-TRIMBLE NAVIGATION LTD 2009-03 PURCHASE 2010-09   4,173 1,554     2,619  
    50-WADDELL & REED FINL 2008-11 PURCHASE 2010-11   1,541 629     912  
    2985.075-DFA EMERG MKTS FD 2009-10 PURCHASE 2010-06   49,975 52,651     -2,676  
    3831.418-DFA INTL SMALL CO PORT FD 2008-11 PURCHASE 2010-06   49,975 37,060     12,915  
    5170.631-DFA LARGE CAP INTL PORT 2003-12 PURCHASE 2010-04   99,970 87,466     12,504  
    12562.814-DFA LARGE CAP INTL PORT   PURCHASE 2010-06   199,975 212,327     -12,352  
    2741.228-DFA REAL EST SEC PORT 2006-09 PURCHASE 2010-06   49,975 65,715     -15,740  
    11226.495-DFA US LARGE CO PORT   PURCHASE 2010-04   399,970 370,387     29,583  
    18028.846-DFA US LARGE CO PORT 2006-09 PURCHASE 2010-06   149,975 159,164     -9,189  
    5141.388-DFA US SMALL CAP PORT 2003-12 PURCHASE 2010-04   99,970 90,694     9,276  
    9041.591-DFA US SMALL CAP PORT   PURCHASE 2010-06   149,975 159,480     -9,505  
    16405.136-LOOMIS SAYLES BOND FD 2005-06 PURCHASE 2010-04   230,000 223,228     6,772  
    74571.216-LOOMIS SAYLES BOND FD   PURCHASE 2010-06   1,000,000 1,014,758     -14,758  
    50298.749-PIMCO FOREIGN BND FD   PURCHASE 2010-09   562,813 504,683     58,130  
    38204.394-PIMCO LOW DURATION FD   PURCHASE 2010-04   399,970 379,047     20,923  
    67628.494-PIMCO TOT RET FD 2006-02 PURCHASE 2010-04   749,970 703,310     46,660  
    138003.793-PIMCO TOT RET FD   PURCHASE 2010-09   1,600,814 1,437,164     163,650  
    94877.235-TCW TOT RET BOND FD I   PURCHASE 2010-01   952,537 913,831     38,706  
    1913.876-VANGUARD ENERGY FD 2004-06 PURCHASE 2010-06   99,970 72,728     27,242  
    445400.861-GMO GLB BAL ASSET ALLOC I   PURCHASE 2010-10   4,454,009 5,012,439     -558,430  
    30-3M COMPANY 2004-07 PURCHASE 2010-03   2,446 2,636     -190  
    70-3M COMPANY 2004-07 PURCHASE 2010-06   5,314 6,150     -836  
    100-3M COMPANY 2006-04 PURCHASE 2010-06   7,591 7,760     -169  
    100-3M COMPANY 2008-04 PURCHASE 2010-06   7,591 7,977     -386  
    180-ABBOTT LABS 2004-07 PURCHASE 2010-06   8,342 7,307     1,035  
    100-ABBOTT LABS 2006-04 PURCHASE 2010-06   4,634 4,292     342  
    100-ABBOTT LABS 2007-04 PURCHASE 2010-06   4,634 5,682     -1,048  
    120-ABBOTT LABS 2010-03 PURCHASE 2010-06   5,561 6,479     -918  
    30-ADOBE SYSTEMS 2008-03 PURCHASE 2010-03   1,046 987     59  
    50-ADOBE SYSTEMS 2008-03 PURCHASE 2010-06   1,562 1,645     -83  
    150-ADOBE SYSTEMS 2008-10 PURCHASE 2010-06   4,685 4,008     677  
    150-ADOBE SYSTEMS 2008-12 PURCHASE 2010-06   4,685 3,171     1,514  
    140-ADOBE SYSTEMS 2010-05 PURCHASE 2010-06   4,373 4,912     -539  
    30-AMETEK INC 2009-02 PURCHASE 2010-02   1,112 802     310  
    130-AMETEK INC 2009-02 PURCHASE 2010-03   5,178 3,476     1,702  
    100-AMETEK INC 2009-04 PURCHASE 2010-03   3,983 3,279     704  
    140-AMETEK INC 2009-08 PURCHASE 2010-03   5,576 4,357     1,219  
    20-AMPHENOL CORP 2008-12 PURCHASE 2010-03   849 419     430  
    50-AMPHENOL CORP 2008-12 PURCHASE 2010-05   2,260 1,049     1,211  
    110-AMPHENOL CORP 2008-12 PURCHASE 2010-06   4,402 2,307     2,095  
    200-AMPHENOL CORP 2008-12 PURCHASE 2010-06   8,005 4,631     3,374  
    20-AUTO DATA PROCESSING 2006-04 PURCHASE 2010-02   807 840     -33  
    160-AUTO DATA PROCESSING 2006-04 PURCHASE 2010-06   6,605 6,719     -114  
    100-AUTO DATA PROCESSING 2007-04 PURCHASE 2010-06   4,128 3,984     144  
    100-AUTO DATA PROCESSING 2008-07 PURCHASE 2010-06   4,128 3,784     344  
    40-AUTO DATA PROCESSING 2009-05 PURCHASE 2010-06   1,651 2,270     -619  
    50-AUTO DATA PROCESSING 2010-05 PURCHASE 2010-06   2,064 2,140     -76  
    10-BARD C R INCORPORATED 2009-08 PURCHASE 2010-05   833 800     33  
    120-BARD C R INCORPORATED 2009-08 PURCHASE 2010-06   9,401 9,603     -202  
    90-BARD C R INCORPORATED 2009-12 PURCHASE 2010-06   7,050 7,103     -53  
    200-C H ROBINSON WW 2010-03 PURCHASE 2010-06   11,183 10,937     246  
    10-CLOROX CO 2004-07 PURCHASE 2010-02   590 531     59  
    10-CLOROX CO 2004-07 PURCHASE 2010-05   636 531     105  
    20-CLOROX CO 2008-04 PURCHASE 2010-05   1,272 1,129     143  
    80-CLOROX CO 2008-04 PURCHASE 2010-06   5,120 4,515     605  
    50-CLOROX CO 2008-12 PURCHASE 2010-06   3,200 2,749     451  
    10-CLOROX CO 2009-08 PURCHASE 2010-06   640 597     43  
    30-CLOROX CO 2009-09 PURCHASE 2010-06   1,920 1,792     128  
    50-COCA COLA CO 2004-07 PURCHASE 2010-06   2,587 2,532     55  
    50-COCA COLA CO 2008-10 PURCHASE 2010-06   2,587 2,261     326  
    150-COCA COLA CO 2008-12 PURCHASE 2010-06   7,760 6,664     1,096  
    10-COCA COLA CO 2009-06 PURCHASE 2010-06   517 491     26  
    40-COCA COLA CO 2010-05 PURCHASE 2010-06   2,069 2,157     -88  
    40-COGNIZANT TECH SOL 2008-09 PURCHASE 2010-02   1,785 1,015     770  
    50-COGNIZANT TECH SOL 2008-09 PURCHASE 2010-05   2,618 1,268     1,350  
    20-COGNIZANT TECH SOL 2008-09 PURCHASE 2010-06   1,015 507     508  
    300-COGNIZANT TECH SOL 2008-10 PURCHASE 2010-06   15,226 5,621     9,605  
    60-COLGATE-PALMOLIVE CO 2004-07 PURCHASE 2010-06   4,737 3,505     1,232  
    100-COLGATE-PALMOLIVE CO 2006-04 PURCHASE 2010-06   7,896 5,815     2,081  
    60-COLGATE-PALMOLIVE CO 2009-05 PURCHASE 2010-06   4,737 3,831     906  
    30-COLGATE-PALMOLIVE CO 2010-05 PURCHASE 2010-06   2,369 2,516     -147  
    40-DANAHER CORP 2007-10 PURCHASE 2010-02   2,891 3,274     -383  
    140-DANAHER CORP 2007-10 PURCHASE 2010-03   10,901 11,459     -558  
    10-ECOLAB INC 2005-10 PURCHASE 2010-02   436 323     113  
    130-ECOLAB INC 2005-10 PURCHASE 2010-06   5,999 4,193     1,806  
    100-ECOLAB INC 2006-04 PURCHASE 2010-06   4,615 3,877     738  
    20-ECOLAB INC 2009-08 PURCHASE 2010-06   923 844     79  
    130-EMERSON ELECTRIC CO 2004-07 PURCHASE 2010-06   5,824 4,069     1,755  
    200-EMERSON ELECTRIC CO 2008-09 PURCHASE 2010-06   8,960 8,487     473  
    100-EMERSON ELECTRIC CO 2008-12 PURCHASE 2010-06   4,480 3,418     1,062  
    90-EMERSON ELECTRIC CO 2010-03 PURCHASE 2010-06   4,032 4,420     -388  
    180-EQUIFAX INC 2004-07 PURCHASE 2010-06   5,233 4,351     882  
    100-EQUIFAX INC 2007-10 PURCHASE 2010-06   2,907 3,843     -936  
    200-EQUIFAX INC 2008-08 PURCHASE 2010-06   5,815 6,997     -1,182  
    50-EQUIFAX INC 2009-11 PURCHASE 2010-06   1,454 1,421     33  
    20-JOHNSON & JOHNSON 2004-07 PURCHASE 2010-02   1,261 1,114     147  
    40-JOHNSON & JOHNSON 2004-07 PURCHASE 2010-05   2,573 2,228     345  
    80-JOHNSON & JOHNSON 2004-07 PURCHASE 2010-06   4,694 4,456     238  
    100-JOHNSON & JOHNSON 2006-04 PURCHASE 2010-06   5,867 5,898     -31  
    100-JOHNSON & JOHNSON 2008-07 PURCHASE 2010-06   5,867 6,680     -813  
    40-MEDTRONIC INC 2004-07 PURCHASE 2010-03   1,828 1,985     -157  
    30-MEDTRONIC INC 2004-07 PURCHASE 2010-06   1,142 1,488     -346  
    100-MEDTRONIC INC 2006-04 PURCHASE 2010-06   3,808 5,079     -1,271  
    100-MEDTRONIC INC 2007-04 PURCHASE 2010-06   3,808 4,988     -1,180  
    100-MEDTRONIC INC 2008-01 PURCHASE 2010-06   3,808 5,040     -1,232  
    100-MEDTRONIC INC 2008-09 PURCHASE 2010-06   3,808 5,266     -1,458  
    10-MEDTRONIC INC 2009-05 PURCHASE 2010-06   381 328     53  
    40-MEDTRONIC INC 2009-06 PURCHASE 2010-06   1,523 1,351     172  
    250-MICROSOFT CORP 2006-09 PURCHASE 2010-06   6,335 6,704     -369  
    200-MICROSOFT CORP 2006-10 PURCHASE 2010-06   5,068 5,590     -522  
    100-MICROSOFT CORP 2007-04 PURCHASE 2010-06   2,534 2,834     -300  
    100-MICROSOFT CORP 2007-07 PURCHASE 2010-06   2,534 2,989     -455  
    200-MICROSOFT CORP 2008-09 PURCHASE 2010-06   5,068 5,296     -228  
    70-OMNICOM GROUP INC 2004-07 PURCHASE 2010-06   2,572 2,587     -15  
    100-OMNICOM GROUP INC 2008-07 PURCHASE 2010-06   3,675 4,137     -462  
    300-OMNICOM GROUP INC 2008-08 PURCHASE 2010-06   11,024 12,837     -1,813  
    70-OMNICOM GROUP INC 2010-03 PURCHASE 2010-06   2,572 2,780     -208  
    390-ORACLE CORP 2009-04 PURCHASE 2010-06   8,588 7,475     1,113  
    100-ORACLE CORP 2009-04 PURCHASE 2010-06   2,202 1,936     266  
    230-ORACLE CORP 2009-08 PURCHASE 2010-06   5,065 5,065        
    110-ORACLE CORP 2009-12 PURCHASE 2010-06   2,422 2,713     -291  
    30-PAYCHEX INC 2004-07 PURCHASE 2010-03   970 1,008     -38  
    160-PAYCHEX INC 2004-07 PURCHASE 2010-06   4,529 5,374     -845  
    150-PAYCHEX INC 2008-12 PURCHASE 2010-06   4,246 3,808     438  
    30-PAYCHEX INC 2009-06 PURCHASE 2010-06   849 805     44  
    20-PEPSICO INC 2004-03 PURCHASE 2010-06   1,256 1,043     213  
    200-PEPSICO INC 2004-07 PURCHASE 2010-06   12,565 10,630     1,935  
    100-PEPSICO INC 2008-07 PURCHASE 2010-06   6,282 6,553     -271  
    120-PRAXAIR INC 2008-02 PURCHASE 2010-06   9,251 9,617     -366  
    20-PRAXAIR INC 2009-12 PURCHASE 2010-06   1,542 1,619     -77  
    90-PRAXAIR INC 2010-02 PURCHASE 2010-06   6,938 6,946     -8  
    60-PRAXAIR INC 2010-03 PURCHASE 2010-06   4,626 4,919     -293  
    190-PROCTOR & GAMBLE CO 2004-07 PURCHASE 2010-06   11,790 10,361     1,429  
    100-PROCTOR & GAMBLE CO 2006-04 PURCHASE 2010-06   6,205 5,780     425  
    60-PROCTOR & GAMBLE CO 2010-05 PURCHASE 2010-06   3,723 3,801     -78  
    70-ROWE T PRICE GROUP 2006-04 PURCHASE 2010-06   3,394 2,853     541  
    50-ROWE T PRICE GROUP 2008-10 PURCHASE 2010-06   2,424 1,785     639  
    10-ROWE T PRICE GROUP 2009-06 PURCHASE 2010-06   485 417     68  
    50-ROWE T PRICE GROUP 2009-11 PURCHASE 2010-06   2,424 2,476     -52  
    40-ROWE T PRICE GROUP 2009-12 PURCHASE 2010-06   1,940 2,138     -198  
    70-ROWE T PRICE GROUP 2010-02 PURCHASE 2010-06   3,394 3,586     -192  
    20-STRYKER CORP 2004-07 PURCHASE 2010-02   1,046 1,093     -47  
    250-STRYKER CORP 2004-07 PURCHASE 2010-06   12,573 13,664     -1,091  
    50-STRYKER CORP 2009-05 PURCHASE 2010-06   2,515 1,894     621  
    90-SYSCO CORP 2006-04 PURCHASE 2010-05   2,753 2,833     -80  
    20-SYSCO CORP 2006-04 PURCHASE 2010-06   612 630     -18  
    100-SYSCO CORP 2008-02 PURCHASE 2010-06   3,060 2,939     121  
    300-SYSCO CORP 2008-08 PURCHASE 2010-06   9,181 9,624     -443  
    30-SYSCO CORP 2009-08 PURCHASE 2010-06   918 771     147  
    160-UNITED TECHNOLOGIES 2008-10 PURCHASE 2010-06   10,277 8,312     1,965  
    50-UNITED TECHNOLOGIES 2008-10 PURCHASE 2010-06   3,212 2,512     700  
    20-UNITED TECHNOLOGIES 2009-05 PURCHASE 2010-06   1,285 1,025     260  
    30-UNITED TECHNOLOGIES 2009-09 PURCHASE 2010-06   1,927 1,903     24  
    60-UNITED TECHNOLOGIES 2010-03 PURCHASE 2010-06   3,854 4,379     -525  
    20-WATERS CORP 2008-03 PURCHASE 2010-02   1,147 1,164     -17  
    30-WATERS CORP 2008-03 PURCHASE 2010-05   2,131 1,746     385  
    20-WATERS CORP 2008-03 PURCHASE 2010-06   1,364 1,164     200  
    100-WATERS CORP 2008-05 PURCHASE 2010-06   6,822 6,390     432  
    100-WATERS CORP 2008-11 PURCHASE 2010-06   6,822 4,040     2,782  
    59-ACE LTD 2008-07 PURCHASE 2010-09   3,205 2,933     272  
    73-ACE LTD 2009-02 PURCHASE 2010-09   3,966 3,053     913  
    45-ACE LTD 2009-02 PURCHASE 2010-09   2,445 1,823     622  
    6-ACE LTD 2009-03 PURCHASE 2010-09   326 237     89  
    37-ACE LTD 2009-03 PURCHASE 2010-09   2,029 1,459     570  
    73-ACE LTD 2009-07 PURCHASE 2010-09   4,003 3,591     412  
    2-ACE LTD 2010-02 PURCHASE 2010-09   110 97     13  
    14-ACE LTD 2010-02 PURCHASE 2010-09   756 678     78  
    48-ACE LTD 2010-02 PURCHASE 2010-09   2,623 2,324     299  
    38-ANSYS INC 2009-04 PURCHASE 2010-06   1,647 1,046     601  
    17-ANSYS INC 2009-04 PURCHASE 2010-06   739 468     271  
    1-ANSYS INC 2009-04 PURCHASE 2010-06   43 28     15  
    25-ANSYS INC 2009-04 PURCHASE 2010-06   1,078 671     407  
    25-ANSYS INC 2009-04 PURCHASE 2010-06   1,082 671     411  
    80-ARENA RESOURCES INC 2010-04 PURCHASE 2010-07   2,941 2,941        
    116-AT&T INC 2008-08 PURCHASE 2010-08   3,061 3,605     -544  
    69-AT&T INC 2009-03 PURCHASE 2010-08   1,820 1,759     61  
    80-AT&T INC 2009-03 PURCHASE 2010-08   2,125 2,040     85  
    59-AT&T INC 2009-06 PURCHASE 2010-08   1,567 1,456     111  
    81-AT&T INC 2009-09 PURCHASE 2010-08   2,151 2,234     -83  
    812-BANK OF AMERICA 2010-08 PURCHASE 2010-10   9,638 10,602     -964  
    119-BANK OF AMERICA 2010-08 PURCHASE 2010-10   1,413 1,488     -75  
    89-BANK OF AMERICA 2010-09 PURCHASE 2010-10   1,056 1,193     -137  
    238-BANK OF AMERICA 2010-09 PURCHASE 2010-10   2,825 3,155     -330  
    41-BOEING CO 2009-01 PURCHASE 2010-03   2,787 1,740     1,047  
    5-BOEING CO 2009-02 PURCHASE 2010-03   340 197     143  
    87-BOEING CO 2009-02 PURCHASE 2010-07   5,538 3,420     2,118  
    81-BOEING CO 2009-06 PURCHASE 2010-07   5,156 3,375     1,781  
    22-CHINA MOBILE LTD 2007-03 PURCHASE 2010-09   1,094 985     109  
    27-CHINA MOBILE LTD 2008-01 PURCHASE 2010-09   1,342 1,993     -651  
    82-COCA COLA CO 2009-02 PURCHASE 2010-03   4,337 3,530     807  
    129-COMCAST CORP 2007-03 PURCHASE 2010-06   2,229 3,261     -1,032  
    115-COMCAST CORP 2007-06 PURCHASE 2010-06   1,987 3,248     -1,261  
    241-COMCAST CORP 2007-06 PURCHASE 2010-12   4,886 6,806     -1,920  
    91-COMCAST CORP 2007-11 PURCHASE 2010-12   1,845 1,774     71  
    71-COMMUNITY HEALTH SYS 2009-01 PURCHASE 2010-03   2,641 1,198     1,443  
    40-COMMUNITY HEALTH SYS 2009-01 PURCHASE 2010-04   1,627 675     952  
    12-COMMUNITY HEALTH SYS 2009-01 PURCHASE 2010-06   451 203     248  
    61-COMMUNITY HEALTH SYS 2009-02 PURCHASE 2010-06   2,292 1,112     1,180  
    7-COMMUNITY HEALTH SYS 2009-02 PURCHASE 2010-06   266 128     138  
    52-COMMUNITY HEALTH SYS 2009-08 PURCHASE 2010-06   1,977 1,599     378  
    44-COMPUTER SCIENCES CORP 2010-04 PURCHASE 2010-11   2,050 2,386     -336  
    81-COMPUTER SCIENCES CORP 2010-04 PURCHASE 2010-11   3,713 4,393     -680  
    50-COMPUTER SCIENCES CORP 2010-04 PURCHASE 2010-11   2,285 2,712     -427  
    93-COMPUTER SCIENCES CORP 2010-04 PURCHASE 2010-11   4,282 5,044     -762  
    3-CONOCOPHILLIPS 2007-05 PURCHASE 2010-04   172 214     -42  
    29-CONOCOPHILLIPS 2008-02 PURCHASE 2010-04   1,660 2,434     -774  
    40-CONOCOPHILLIPS 2008-02 PURCHASE 2010-05   2,389 3,357     -968  
    97-CONOCOPHILLIPS 2008-02 PURCHASE 2010-05   5,557 8,141     -2,584  
    21-CONOCOPHILLIPS 2009-04 PURCHASE 2010-05   1,203 842     361  
    151-CORNING INC 2007-11 PURCHASE 2010-03   2,870 3,628     -758  
    74-CORNING INC 2007-12 PURCHASE 2010-03   1,406 1,846     -440  
    127-CROWN CASTLE INTL CORP 2008-09 PURCHASE 2010-01   4,941 4,205     736  
    180-CROWN CASTLE INTL CORP 2008-12 PURCHASE 2010-01   7,003 3,259     3,744  
    49-CROWN CASTLE INTL CORP 2008-12 PURCHASE 2010-02   1,825 887     938  
    99-CROWN CASTLE INTL CORP 2009-09 PURCHASE 2010-02   3,687 2,804     883  
    135-DIRECTV GROUP INC 2007-08 PURCHASE 2010-05   5,109 3,085     2,024  
    102-DIRECTV GROUP INC 2007-08 PURCHASE 2010-06   3,910 2,331     1,579  
    132-DIRECTV GROUP INC 2009-06 PURCHASE 2010-06   5,060 3,095     1,965  
    66-DIRECTV GROUP INC 2010-02 PURCHASE 2010-06   2,530 2,014     516  
    108-DISH NETWORK CORP 2008-12 PURCHASE 2010-03   2,223 1,244     979  
    130-ECLIPSYS CORP 2007-03 PURCHASE 2010-03   2,736 2,454     282  
    68-ENSCO PLC 2010-06 PURCHASE 2010-10   3,252 2,544     708  
    31-ENSCO PLC 2010-06 PURCHASE 2010-10   1,482 1,088     394  
    208-ENSCO PLC 2010-06 PURCHASE 2010-10   9,771 7,299     2,472  
    32-ENTERGY CORP 2007-03 PURCHASE 2010-06   2,408 3,193     -785  
    22-ENTERGY CORP 2007-12 PURCHASE 2010-06   1,656 2,682     -1,026  
    31-ENTERGY CORP 2007-12 PURCHASE 2010-06   2,317 3,780     -1,463  
    33-ENTERGY CORP 2007-12 PURCHASE 2010-06   2,428 4,023     -1,595  
    26-ENTERGY CORP 2008-12 PURCHASE 2010-06   1,913 2,163     -250  
    16-ENTERGY CORP 2008-12 PURCHASE 2010-06   1,187 1,331     -144  
    16-ENTERGY CORP 2008-12 PURCHASE 2010-06   1,164 1,331     -167  
    10-ENTERGY CORP 2008-12 PURCHASE 2010-06   727 832     -105  
    4-ENTERGY CORP 2009-08 PURCHASE 2010-06   291 330     -39  
    27-ENTERGY CORP 2009-08 PURCHASE 2010-06   1,980 2,226     -246  
    53-EXXON MOBIL CORP 2010-01 PURCHASE 2010-05   3,576 3,676     -100  
    68-EXXON MOBIL CORP 2010-01 PURCHASE 2010-06   4,155 4,718     -563  
    42-EXXON MOBIL CORP 2010-01 PURCHASE 2010-07   2,419 2,914     -495  
    1-EXXON MOBIL CORP 2010-02 PURCHASE 2010-07   58 65     -7  
    113-EXXON MOBILE CORP 2010-02 PURCHASE 2010-09   6,968 7,355     -387  
    63-EXXON MOBILE CORP 2010-03 PURCHASE 2010-09   3,885 4,124     -239  
    637-FIFTH THIRD BANCORP 2009-03 PURCHASE 2010-02   7,204 1,541     5,663  
    8-GOOGLE INC 2010-02 PURCHASE 2010-04   4,572 4,281     291  
    122-HARTFORD FINL SVCS 2008-11 PURCHASE 2010-04   3,404 1,804     1,600  
    82-HARTFORD FINL SVCS 2008-11 PURCHASE 2010-04   2,288 921     1,367  
    213-HARTFORD FINL SVCS 2008-11 PURCHASE 2010-04   5,958 2,392     3,566  
    1198-ING GROEP NV ADR 2009-12 PURCHASE 2010-02   10,512 11,236     -724  
    149-ING GROEP NV ADR 2010-02 PURCHASE 2010-02   1,307 1,284     23  
    103-ING GROEP NV ADR 2010-05 PURCHASE 2010-11   1,075 904     171  
    82-JP MORGAN CHASE & CO 2010-02 PURCHASE 2010-05   3,454 3,194     260  
    885-KEYCORP INC 2009-07 PURCHASE 2010-02   6,228 4,961     1,267  
    396-KEYCORP INC 2009-11 PURCHASE 2010-02   2,787 2,267     520  
    59-LEAP WIRELESS 2009-08 PURCHASE 2010-05   994 1,050     -56  
    127-LEAP WIRELESS 2009-08 PURCHASE 2010-05   2,078 2,259     -181  
    36-LEAP WIRELESS 2009-08 PURCHASE 2010-05   583 640     -57  
    52-LEAP WIRELESS 2009-08 PURCHASE 2010-05   865 925     -60  
    4-LEAP WIRELESS 2009-08 PURCHASE 2010-06   65 71     -6  
    45-LEAP WIRELESS 2009-11 PURCHASE 2010-06   735 658     77  
    17-LEAP WIRELESS 2009-11 PURCHASE 2010-06   277 248     29  
    19-LEAP WIRELESS 2010-01 PURCHASE 2010-06   309 284     25  
    46-LEAP WIRELESS 2010-01 PURCHASE 2010-11   555 687     -132  
    26-LIFETIME FITNESS 2008-10 PURCHASE 2010-04   935 499     436  
    31-LIFETIME FITNESS 2009-02 PURCHASE 2010-04   1,115 336     779  
    109-LILLY ELI & CO 2008-01 PURCHASE 2010-08   3,676 6,188     -2,512  
    56-MARATHON OIL CORP 2008-08 PURCHASE 2010-04   1,791 2,579     -788  
    16-MARATHON OIL CORP 2008-08 PURCHASE 2010-05   514 737     -223  
    33-MARATHON OIL CORP 2008-10 PURCHASE 2010-05   1,061 1,031     30  
    201-MARATHON OIL CORP 2008-10 PURCHASE 2010-05   6,291 6,283     8  
    34-MARATHON OIL CORP 2008-12 PURCHASE 2010-05   1,064 922     142  
    67-MICROSOFT CORP 2007-03 PURCHASE 2010-02   1,896 1,833     63  
    187-MICROSOFT CORP 2007-10 PURCHASE 2010-02   5,291 6,611     -1,320  
    117-N C R CORP 2009-08 PURCHASE 2010-02   1,514 1,600     -86  
    304-OAO GAZPROM SPON ADR 2007-10 PURCHASE 2010-02   6,987 14,358     -7,371  
    94-OAO GAZPROM SPON ADR 2009-06 PURCHASE 2010-02   2,160 2,254     -94  
    256-ON SEMICNDTR CORP 2007-04 PURCHASE 2010-03   2,027 2,473     -446  
    88-PAYCHEX INC 2008-03 PURCHASE 2010-03   2,661 3,021     -360  
    85-PAYCHEX INC 2008-03 PURCHASE 2010-03   2,684 2,918     -234  
    141-ROCHE HOLDING AG 2007-08 PURCHASE 2010-09   4,843 6,111     -1,268  
    126-ROCHE HOLDING AG 2009-12 PURCHASE 2010-09   4,328 5,168     -840  
    50-ROCHE HOLDING AG 2010-02 PURCHASE 2010-09   1,717 2,071     -354  
    0.168-SANDRIDGE ENERGY INC 2010-03 PURCHASE 2010-07   1 1        
    393-SMITH INTERNATIONAL INC 2009-11 PURCHASE 2010-02   15,909 11,024     4,885  
    101-SWISS REINSURANCE 2008-10 PURCHASE 2010-02   4,078 4,087     -9  
    254-SWISS REINSURANCE 2009-04 PURCHASE 2010-02   10,257 4,993     5,264  
    171-TALECRIS BIOTHERAPEUTICS 2010-06 PURCHASE 2010-11   4,015 3,416     599  
    89-TALECRIS BIOTHERAPEUTICS 2010-06 PURCHASE 2010-11   2,096 1,778     318  
    77-THERMO FISHER SCIENTIFIC 2009-03 PURCHASE 2010-03   3,970 2,680     1,290  
    71-THERMO FISHER SCIENTIFIC 2009-03 PURCHASE 2010-04   3,752 2,471     1,281  
    37-THERMO FISHER SCIENTIFIC 2009-03 PURCHASE 2010-05   1,958 1,288     670  
    55-TOYOTA MOTOR CORP 2010-04 PURCHASE 2010-07   3,843 4,406     -563  
    38-TOYOTA MOTOR CORP 2010-04 PURCHASE 2010-07   2,643 3,044     -401  
    33-TOYOTA MOTOR CORP 2010-04 PURCHASE 2010-07   2,296 2,647     -351  
    44-TOYOTA MOTOR CORP 2010-04 PURCHASE 2010-07   3,084 3,529     -445  
    19-TOYOTA MOTOR CORP 2010-04 PURCHASE 2010-07   1,332 1,520     -188  
    38-TOYOTA MOTOR CORP 2010-04 PURCHASE 2010-07   2,657 3,040     -383  
    28-TRANSATLANTIC HOLDINGS INC 2009-06 PURCHASE 2010-04   1,474 1,200     274  
    39-TRANSATLANTIC HOLDINGS INC 2009-06 PURCHASE 2010-04   2,048 1,671     377  
    13-TRANSATLANTIC HOLDINGS INC 2009-06 PURCHASE 2010-04   669 557     112  
    22-TRANSATLANTIC HOLDINGS INC 2009-06 PURCHASE 2010-05   1,134 943     191  
    16-UNITED STATES STEEL CORP 2009-08 PURCHASE 2010-03   968 700     268  
    55-UNITED STATES STEEL CORP 2009-08 PURCHASE 2010-04   3,693 2,407     1,286  
    37-UNITED STATES STEEL CORP 2009-08 PURCHASE 2010-04   2,445 1,619     826  
    84-UNITED STATES STEEL CORP 2009-08 PURCHASE 2010-04   5,403 3,676     1,727  
    16-UNITED STATES STEEL CORP 2009-08 PURCHASE 2010-04   1,018 700     318  
    28-UNITED STATES STEEL CORP 2009-08 PURCHASE 2010-04   1,705 1,225     480  
    24-UNITED STATES STEEL CORP 2009-10 PURCHASE 2010-04   1,462 865     597  
    198-US BANCORP 2009-02 PURCHASE 2010-05   5,192 2,340     2,852  
    81-VARIAN MEDICAL SYS 2007-06 PURCHASE 2010-02   3,923 3,444     479  
    25-VARIAN MEDICAL SYS 2007-06 PURCHASE 2010-04   1,373 1,063     310  
    10-VARIAN MEDICAL SYS 2009-02 PURCHASE 2010-04   549 369     180  
    41-VISA INC 2009-01 PURCHASE 2010-03   3,747 1,888     1,859  
    34-VISA INC 2009-01 PURCHASE 2010-03   3,056 1,566     1,490  
    30-VISA INC 2009-03 PURCHASE 2010-03   2,697 1,518     1,179  
    30-VISA INC 2009-10 PURCHASE 2010-03   2,697 2,334     363  
    75-VISA INC 2010-05 PURCHASE 2010-07   5,383 5,487     -104  
    5500-ACCENTURE LTD 2010-01 PURCHASE 2010-08   216,941 235,431     -18,490  
    22200-ANNALY CAP MGMNT INC 2008-03 PURCHASE 2010-01   387,764 353,202     34,562  
    10000-CELGENE CORP 2004-11 PURCHASE 2010-05   527,897 141,001     386,896  
    10100-CELGENE CORP 2004-11 PURCHASE 2010-08   567,316 142,411     424,905  
    13600-CISCO SYS INC 2010-01 PURCHASE 2010-09   291,266 331,704     -40,438  
    100000-COCA COLA IN 2009-08 PURCHASE 2010-02   104,734 107,090     -2,356  
    24500-CORNING INC 2009-12 PURCHASE 2010-08   461,979 435,529     26,450  
    14150-ECOLAB INC 2007-06 PURCHASE 2010-01   628,384 613,599     14,785  
    83500-ELAN PLC 2008-10 PURCHASE 2010-09   378,323 1,134,175     -755,852  
    7220-EXXON MOBIL CORP 2009-11 PURCHASE 2010-03   483,987 540,857     -56,870  
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-01   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-02   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-03   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-04   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-05   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-06   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-07   10 10        
    10-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-08   10 10        
    17-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-09   17 17        
    13-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-10   13 13        
    11-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-11   11 11        
    8-GNMA PASS THRU 6.50% 12-15-27 1998-10 PURCHASE 2010-12   8 8        
    5000-JP MORGAN CHASE 2010-01 PURCHASE 2010-08   206,347 221,549     -15,202  
    6700-METTLER TOLEDO INTL 2008-10 PURCHASE 2010-01   683,112 584,493     98,619  
    10750-MOSAIC CO 2009-02 PURCHASE 2010-05   497,854 441,174     56,680  
    16000-PFIZER INC 2010-05 PURCHASE 2010-07   240,316 245,598     -5,282  
    24000-QUIDEL CORP 2009-02 PURCHASE 2010-01   334,688 316,911     17,777  
    3400-THERMO FISHER SCNTF INC 2008-10 PURCHASE 2010-07   166,941 170,024     -3,083  
    2500000-US TREASURY NOTES 1.125% 2009-07 PURCHASE 2010-08   2,515,406 2,505,662     9,744  
    4200-WALMART STORES INC 2009-08 PURCHASE 2010-08   215,652 216,941     -1,289  
    5035-WMS INDS INC 2010-04 PURCHASE 2010-08   201,145 223,681     -22,536  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COCA COLA CO 5.75% 03-15-11 2,837,885 2,677,698
    PFIZER INC 4.45% 03-15-12 2,954,588 2,921,674

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY    
    ABBOTT LABS    
    ACE LTD    
    ADOBE SYSTEMS INC    
    ADOBE SYSTEMS INC 10,621 10,034
    ADTRAN INC 10,298 16,295
    AIR PRODS & CHEM INC 411,260 500,225
    ALERE INC 13,552 13,030
    ALIGN TECH INC 12,202 20,517
    ALLSCRIPTS HLTHCT SLTN    
    ALLSTATE CORP    
    AMAZON.COM INC 403,557 594,000
    AMDOCS LTD 10,570 12,444
    AMERICAN MED SYS HLDG 12,377 13,674
    AMERISTAR CASINOS INC 12,962 10,160
    AMETEK INC    
    AMPHENOL CORP    
    AMYLIN PHARMA 16,892 8,458
    ANNALY CAP MGMNT INC    
    ANSYS INC 3,533 6,509
    APPLE INC    
    APPLE INC 420,702 645,120
    AT&T INC    
    ATHENAHEALTH INC 10,397 13,319
    AUTO DATA PROCESSING    
    BAKER HUGHES INC 14,400 18,123
    BARD C R INC    
    BEST BUY INC 12,022 11,899
    CABOT MICROELECTRONICS 10,471 14,508
    CAPELLA EDUCATION CO 2,771 3,329
    CAREER EDUCATION CORP 12,860 11,920
    CELANESE CORP 218,689 333,477
    CELGENE CORP    
    CHARLES RIVER LABS HLDG 9,556 10,662
    CHINA MOBILE LTD 12,370 10,768
    CHRISTOPHER & BANKS CORP 11,222 3,536
    CIENA CORP 6,506 9,999
    CLOROX CO    
    COCA COLA CO    
    COCA COLA CO    
    COGNIZANT TECH SOL    
    COLDWATER CREEK INC 8,602 4,755
    COLGATE-PALMOLIVE CO    
    COMCAST CORP 10,137 12,215
    COMMUNITY HEALTH SYS 2,606 3,625
    CONOCOPHILLIPS 12,220 17,093
    COOPER INDS LTD 395,418 524,610
    CORINTHIAN COLLEGES INC 16,228 6,903
    CORNING INC 11,849 12,616
    CORNING INC    
    CORP EXECUTIVE BOARD CO 6,870 14,081
    COSTAR GROUP INC 6,053 10,073
    CREE INC    
    CROWN CASTLE INTL CORP    
    DANAHER CORP    
    DEALERTRACK HOLDINGS 7,787 10,035
    DELL INC 34,742 26,463
    DEVRY INC 2,764 5,998
    DIEBOLD INC 5,183 5,609
    DIRECTV GROUP INC    
    DISH NETWORK CORP 7,404 9,319
    DOLBY LABS INC 2,515 8,338
    ECLIPSYS CORP    
    ECOLAB INC    
    ECOLAB INC    
    ELAN PLC    
    EMERSON ELECTRIC CO    
    ENTERGY CORP    
    EQUIFAX INC    
    EXXON MOBIL CORP    
    F5 NETWORKS INC    
    FAIRCHILD SEMICONDUCTOR 8,419 9,366
    FEDEX CORP 414,858 463,190
    FIFTH THIRD BANK    
    FIRST SERVICE CORP 9,808 13,163
    FISERV INC 18,094 22,370
    FORMFACTOR INC 16,613 5,106
    FTI CONSULTING INC 6,638 7,456
    GENERAL ELECTRIC CO 21,837 26,466
    GENETEX CORP 5,420 14,780
    GILEAD SCIENCES INC 28,808 24,534
    GILEAD SCIENCES INC 537,373 496,488
    GOLDCORP INC 435,240 457,501
    GOODRICH CORP 332,325 440,350
    GOOGLE INC 20,608 23,165
    GOOGLE INC 307,091 356,382
    HAEMONETICS CORP 5,770 6,318
    HALLIBURTON CO 722,062 800,268
    HARTFORD FINL SVCS GRP 10,244 12,609
    HEIDRICKS & STRUGGLES INTL    
    HERTZ GLOBAL HLDGS 304,469 391,230
    HEWLETT PACKARD CO 380,413 399,950
    HEXCEL CORP 7,053 13,115
    HONEYWELL INTL INC 246,940 318,960
    IBM 310,380 352,224
    ICON PLC 10,215 9,308
    ING GROEP NV ADR 13,861 16,222
    INPEX CORP 17,240 20,754
    INTERNAP NETWORK SVC 10,780 4,712
    ITT EDUC SVCS INC    
    JOHNSON & JOHNSON    
    JP MORGAN CHASE 26,877 29,567
    KEYCORP INC    
    KNOT INC 8,606 5,434
    KORN/FERRY INTL 12,541 15,022
    LEAP WIRELESS    
    LEVEL 3 COMM 7,287 6,199
    LIFETIME FITNESS 13,714 20,495
    LIFETIME FITNESS 2,622 9,920
    LILLY ELI & CO 19,003 15,838
    LOCKHEED MARTIN CORP 10,684 9,927
    MANHATTAN ASSOC INC 6,722 9,926
    MARATHON OIL CORP 14,050 16,664
    MARKETAXESS HLDGS 9,441 11,966
    MASIMO CORP 587,126 540,702
    MEDICS PHARM 10,067 10,716
    MEDTRONIC INC    
    MEMC ELEC MATLS 11,049 10,010
    METABOLIX INC 283,828 306,684
    METTLER TOLEDO INTL    
    MICROSOFT CORP    
    MICROSOFT CORP 10,081 10,662
    MITSUBISHI CORP 16,019 14,607
    MKS INST INC 15,313 18,375
    MONSANTO CO 16,604 17,897
    MONSTER WORLDWIDE 5,020 7,680
    MORNINGSTAR INC 6,900 8,493
    MOSAIC CO    
    N C R CORP 5,311 6,486
    NATIONAL INSTRUMENTS 10,047 15,056
    NAVIGANT CONSULTING INC    
    NEUSTAR INC 9,531 13,025
    NICE SYS LTD 394,504 488,600
    OAO GAZPROM 11,579 13,801
    OMNICOM GROUP INC    
    ON SEMICONDUCTOR CORP 5,334 5,780
    ORACLE CORP    
    ORACLE CORP 291,104 403,770
    OXFORD INDS INC 9,159 6,403
    P F CHANGS CHINA BISTRO 12,639 19,384
    P S S WORLD MEDICAL INC 8,846 10,735
    PANERA BREAD CO 6,457 15,182
    PAYCHEX INC    
    PAYCHEX INC    
    PEPSICO INC    
    PHARMACUETICAL PROD DEV 14,263 11,534
    PRAXAIR INC    
    PRIVATEBANCORP INC    
    PROCTOR & GAMBLE CO    
    PROCTOR & GAMBLE CO 243,556 257,320
    PULTEGROUP INC 7,128 6,738
    QUIDEL CORP    
    RITE AID CORP 5,008 1,194
    ROCHE HLDGS LTD    
    ROWE T PRICE GROUP    
    SANDRIDGE ENERGY INC 10,495 11,178
    SEMTECH CORP 9,477 16,980
    SMITH INTERNATIONAL INC    
    STEWART ENTERPRISES 328,842 349,887
    STRYKER CORP    
    SWISS REINSURANCE    
    SYSCO CORP    
    TECHNE CORP 9,361 9,850
    THERMO FISHER SCIENTIFIC 15,130 19,930
    THERMO FISHER SCIENTIFIC 430,061 476,096
    TOYOTA MOTOR CORP    
    TRANSATLANTIC HOLDINGS INC 11,394 13,524
    TRANSOCEAN INC 23,823 19,463
    TRAVELERS COS 189,477 200,556
    TRIMBLE NAVIGATION LTD    
    UNITED STATES STEEL CORP 15,290 20,605
    UNITED TECH CORP    
    UNVL TECH INST 4,331 6,606
    US BANCORP 13,360 18,578
    V C A ANTECH INC 8,692 8,734
    VALMONT IND INC 5,602 6,655
    VARIAN MEDICAL SYS 5,008 9,353
    VISA INC    
    WADDELL & REED FINL 5,204 15,881
    WALMART STORES INC    
    WATERS CORP    
    WEATHERFORD INTL LTD 576,519 492,480
    WMS INDS INC 10,433 26,058
    WRIGHT MEDICAL GRP INC 6,597 5,047

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    US Government Securities - End of Year Book Value:

    4,510,195
    US Government Securities - End of Year Fair Market Value:

    4,520,741
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2010 InvestmentsOtherSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WESTFIELD DIVIDEND GWTH FD LP AT COST 1,500,000 1,733,570
    GLDMN SACHS LOCL EMRG MKT DBT AT COST 1,381,853 1,432,007
    LOOMIS SAYLES BOND FD AT COST 1,104,648 1,170,322
    LOOMIS SAYLES GLBL BD FD AT COST 761,413 805,779
    PIMCO FOREIGN BD UNHDG FD AT COST 2,208,700 2,343,277
    PIMCO LOW DURATION FD AT COST 3,176,520 3,279,972
    PIMCO REAL RETURN FD AT COST 2,773,750 3,012,462
    PIMCO TOTAL RETURN FD AT COST 3,620,089 3,765,053
    TCW TOTAL RETURN BND FD AT COST    
    DOUBLELINE TOTAL RETURN AT COST 2,991,405 3,058,620
    METROPOLITAN WEST TOTAL RET BD FD AT COST 1,003,218 1,029,113
    AQR MGD FUTURES STAT FD AT COST 383,857 393,691
    DFA EMG MKT CORE EQ PORT AT COST 151,227 189,655
    DFA INTL SMALL CO AT COST 113,024 198,070
    DFA LARGE CAP INTL PORT AT COST 269,091 269,135
    DFA REAL ESTATE SEC PORT AT COST 209,772 173,763
    DFA US LARGE CO PORT AT COST 179,821 155,389
    DFA US SMALL CAP PORT AT COST 243,833 258,735
    FIRST EAGLE GOLD FD AT COST 514,298 672,864
    GLDMN SACHS COMMODITY FD AT COST 119,437 155,753
    HUSSMAN STRATEGIC GROWTH AT COST 751,646 732,010
    PIMCO COMMOD REAL RTN ST FD AT COST 545,304 526,716
    VANGUARD ENERGY FD AT COST 150,969 188,243
    VANGUARD INTL EXPL INV SHS AT COST 219,593 244,607
    GLOBAL BAL ASSET ALLOC FD III AT COST 24,082,549 21,335,344
    PINE GROVE OFF FD LTD AT COST 3,000,000 3,048,231

    TY 2010 LandEtcSchedule2
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      11,493 7,019 4,474  


    TY 2010 LegalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 2,367      


    TY 2010 OtherDecreasesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Amount
    CURRENT YEAR GRANTS PAYABLE NOT DEDUCTED ON PAGE 1 308,000


    TY 2010 OtherExpensesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES & EXPENSE 8,718 2,180   6,538
    DUES & SUBSCRIPTIONS 8,620 2,155   6,465
    PAYROLL SERVICE FEES 1,336 334   1,002
    TELEPHONE 3,267 817   2,450
    INSURANCE 1,711 428   1,283
    DATA PROCESSING & WEBSITE 1,500     1,500
    INTERN FELLOWSHIPS 39,616     39,616
    PEER REVIEW EXPENSE 360     360
    UTILITIES 3,385 1,693   1,692


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT & TRADE FE 200,803 200,803    
    PUBLIC RELATIONS 1,147     1,147


    TY 2010 TaxesSchedule
    Name:
    1772 FOUNDATION INC
    EIN: 22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 17,840