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
HARRY EDISON FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)220 N FOURTH ST NO A   Room/suite
City or town, state, and ZIP code
ST LOUIS, MO631021905
A Employer identification number

43-6027017
B Telephone number (see page 10 of the instructions)

(314) 331-6504
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$13,583,129
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)  
2 Check bullet
3 Interest on savings and temporary cash investments 59,008 59,008  
4 Dividends and interest from securities...... 239,932 233,190  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 776,887
b Gross sales price for all assets on line 6a 7,658,428
7 Capital gain net income (from Part IV, line 2)... 776,887
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)....... 1,416 1,416  
12 Total. Add lines 1 through 11........ 1,077,243 1,070,501  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 59,000 59,000   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,800 3,800   0
c Other professional fees (attach schedule).... 113,979 113,979   0
17 Interest............... 41 41   0
18 Taxes (attach schedule) (see page 14 of the instructions) 11,322 11,322   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 19,527 19,527   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,107 4,107   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 211,776 211,776   0
25 Contributions, gifts, grants paid........ 666,600 666,600
26 Total expenses and disbursements. Add lines 24 and 25 878,376 211,776   666,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 198,867
b Net investment income (if negative, enter -0-) 858,725
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............... 13,593 14,145 14,145
2 Savings and temporary cash investments.......... 1,094,661 1,293,707 1,293,944
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...........   1,537 1,537
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 8,762,083 Click to see attachment8,916,142 11,544,872
c Investments—corporate bonds (attach schedule)........ 845,311 Click to see attachment689,083 728,631
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment99 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,715,747 10,914,614 13,583,129
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,922,087 3,922,087
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,793,660 6,992,527
30 Total net assets or fund balances (see page 17 of the
instructions).................... 10,715,747 10,914,614
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,715,747 10,914,614
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 10,715,747
2 Enter amount from Part I, line 27a...................... 2 198,867
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 10,914,614
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 10,914,614
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 6200 PMI GROUP   2007-11-09 2010-03-31
b 2600 MGIC INVESTMENT CORP   2007-11-09 2010-04-12
c 4500 PMI GROUP     2010-04-12
d 1425 LIBERTY CAPITAL SER A     2010-04-13
e 1100 LOWES COMPANIES   2006-08-29 2010-04-26
1371.1682 YUM BRANDS, INC.     2010-06-21
2850 DIRECT TV   2005-10-21 2010-08-23
2560 DISCOVERY COMM. INC SER A     2010-09-22
3300 LIBERTY GLOBAL INC COM   2004-07-26 2010-09-22
5000 DISCOVERY COMM. INC SER A     2010-11-10
2400 MARINER ENERGY   2007-02-28 2010-11-17
9000 SANDVIK AB     2010-12-06
5500 SKF PRUEHER AB SVENSKA     2010-12-07
2000 WABCO HOLDINGS, INC.   2009-03-17 2010-12-21
50000 US TREAS BILL 3/10/11   2010-09-16 2010-12-17
225000 US TREAS BILL 3/10/11   2010-09-16 2010-11-15
25000 US TREAS BILL 12/16/10   2010-07-20 2010-11-15
25000 US TREAS BILL 6/17/10   2009-12-18 2010-05-18
125000 US TREAS BILL 6/17/10   2009-12-18 2010-06-08
400000 US TREAS BILL 6/17/10 REDEEMED     2010-06-17
75000 US TREAS BILL 7/15/10 REDEEMED   2010-04-30 2010-07-15
75000 US TREAS BILL 7/15/10   2010-04-30 2010-07-01
450000 US TREAS BILL 9/16/10 REDEEMED     2010-09-16
2775 MOSAIC COMPANY   2010-07-16 2010-08-17
7525 ISHARES JPN IDX FD   2003-09-03 2010-07-15
4040 ISHARES JPN IDX FD   2007-01-26 2010-07-15
2900 MEDTRONIC INC   2006-06-09 2010-08-24
3120 ISHARES TRUST IDX FD   2010-07-15 2010-12-09
550 AMGEN INC   2000-05-31 2010-10-15
1550 AMGEN INC   2006-03-22 2010-10-15
7140 CORNING, INC   2007-07-25 2010-11-01
500 FPL GROUP   2009-01-19 2010-01-07
250 CANADIAN NATURAL RESOURCES LTD   2009-08-03 2010-01-26
5750 CHARLES SCHWAB CORP   2009-02-17 2010-02-11
1750 HSBC HOLDINGS PLC SPONSORED ADR   2009-07-27 2010-02-16
750 PRAXAIR INC   2009-08-06 2010-02-18
3000 CORNING INC   2010-01-14 2010-03-03
100 NORFOLK SOUTHERN CORP   2009-10-15 2010-03-03
1500 CH ROBINSON WORLDWIDE INC   2010-01-21 2010-03-12
6000 BANCO SANTANDER SA ADR REPR   2009-10-13 2010-04-08
6700 BANCO SANTANDER SA ADR REPR   2010-01-29 2010-04-08
2000 ATLAS ENERGY INC   2009-10-20 2010-04-09
25 GOLDMAN SACHS GROUP INC   2009-07-15 2010-04-16
425 CANADIAN NATURAL RES   2009-05-05 2010-04-30
500 CATERPILLAR INC   2009-09-17 2010-04-30
500 JP MORGAN CHASE CO   2010-01-06 2010-05-11
750 JP MORGAN CHASE CO   2009-09-21 2010-05-11
1500 DUOYUAN GLOBAL WATER INC.   2010-01-27 2010-05-17
500 FPL GROUP   2009-11-19 2010-05-17
600 BHP BILLITON PLC   2009-12-22 2010-06-02
500 CATERPILLAR INC   2009-09-17 2010-06-02
1500 BAXTER INTERNATIONAL INC   2009-06-01 2010-06-04
750 MEDCO HEALTH SOLUTIONS   2009-12-08 2010-06-04
250 MEDCO HEALTH SOLUTIONS   2009-11-25 2010-06-04
6000 YAHOO INC   2010-04-21 2010-08-12
1000 MEDCO HEALTH SOLUTIONS   2009-10-20 2010-09-01
500 MEDCO HEALTH SOLUTIONS   2009-11-25 2010-09-01
4000 MICROSOFT   2010-05-20 2010-09-29
2250 COCA COLA ENTERPRISES   2010-06-04 2010-10-04
1100 NORFOLK SOUTHERN CORP   2010-08-24 2010-10-05
150 NORFOLK SOUTHERN CORP   2009-10-15 2010-10-05
750 JP MORGAN CHASE CO   2010-01-06 2010-10-15
1500 EBAY INC   2010-09-23 2010-10-28
1000 ARCH CAPITAL GROUP LTD   2010-03-22 2010-11-08
150 PARTNERRE LTD   2010-01-21 2010-12-06
825 PALL CORP   2010-04-12 2010-12-06
1750 PHILIP MORRIS INTL   2010-05-14 2010-12-10
800 VISA INC   2010-04-29 2010-12-14
850 ECOLAB   2010-05-06 2010-12-21
500 ITC HOLDINGS CORP   2008-01-18 2010-01-07
2750 EXPEDITORS INTL OF WASH   2003-10-22 2010-01-12
1000 SUNCOR ENERGY INC   2000-11-02 2010-02-17
3000 ENBRIDGE INC.   2006-04-07 2010-02-19
1250 CH ROBINSON WORLDWIDE   2007-11-09 2010-03-12
25 GOLDMAN SACHS GROUP INC   2009-04-14 2010-04-16
100 GOLDMAN SACHS GROUP   2009-03-24 2010-04-16
1075 CANADIAN NATURAL RESOURCES   2009-05-05 2010-05-11
500 JOHNSON & JOHNSON   2008-10-17 2010-05-17
1000 RANGE RESOURCES CORP   2009-03-30 2010-09-28
1000 RANGE RESOURCES CORP   2009-03-19 2010-09-28
1750 JP MORGAN CHASE & CO   2008-03-05 2010-10-15
1750 NORFOLK SOUTHERN   2009-10-15 2010-11-19
1500 PARTNERRE   2009-08-25 2010-12-06
25000 DUKE ENERGY CORP BOND   2009-01-28 2010-01-12
50000 GSC HLDGS CORP NOTE   2009-04-23 2010-01-12
75000 GCB TEEKAY SHIPPING BOND   2009-09-30 2010-01-27
50000 CAPITAL ONE FINANCIAL NOTE   2009-05-26 2010-04-26
25000 SLM CORP NOTES   2009-09-25 2010-04-26
50000 COVANTA HOLDING NOTES   2010-04-15 2010-10-12
50000 SPRINT CAPITAL NOTE   2010-03-10 2010-10-12
50000 REGENCY ENERGY NOTE   2009-11-12 2010-10-21
27000 GSC HOLDGS CORP NOTE   2010-04-18 2010-10-29
25000 COVANTA HOLDING NOTE   2010-04-15 2010-11-16
25000 ALTRIA GROUP NOTE   2008-11-13 2010-01-12
50000 KINDER MORGAN NOTE   2008-12-18 2010-01-12
75000 VORNADO REALTY TRUST DEBENTURES   2008-11-05 2010-01-12
30000 BROOKFIELD ASSET MNGMT NOTE   2009-03-02 2010-04-26
27000 KANSAS CITY SOUTHERN NOTES   2008-12-15 2010-06-04
30000 SLM CORP NOTES   2009-09-25 2010-11-08
100000 FUND AMERICAN COS NOTES   2008-11-06 2010-11-16
6250 DIGITAL REALTY TRUST REIT   2008-02-01 2010-07-20
2770 MOLSON COORS BREWING CO   2009-11-09 2010-04-12
2350 CEPHALON INC   2007-09-18 2010-01-25
6100 CISCO SYSTEMS INC   2007-03-19 2010-02-04
680 CONOCOPHILIPS   2001-02-05 2010-02-05
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 31,253   84,619 -53,366
b 31,978   49,079 -17,101
c 31,495   36,908 -5,413
d 57,035   15,045 41,990
e 31,246   30,005 1,241
59,353   19,002 40,351
107,805   36,064 71,741
109,029   37,268 71,761
98,348   52,597 45,751
204,014   68,668 135,346
62,400   44,376 18,024
166,146   144,102 22,044
155,984   108,051 47,933
118,619   20,958 97,661
49,987   49,956 31
224,904   224,801 103
24,998   24,983 15
24,997   24,981 16
124,997   124,902 95
400,000   399,702 298
75,000   74,973 27
74,997   74,973 24
450,000   449,911 89
152,813   123,509 29,304
71,339   65,618 5,721
38,300   57,570 -19,270
92,592   147,665 -55,073
134,638   123,058 11,580
30,561   8,645 21,916
86,126   111,068 -24,942
131,924   174,351 -42,427
26,477   25,390 1,087
16,582   16,174 408
101,823   103,614 -1,791
91,842   82,458 9,384
58,171   58,394 -223
53,230   60,516 -7,286
5,249   4,835 414
80,908   86,625 -5,717
74,063   78,339 -4,276
82,704   80,534 2,170
74,482   62,852 11,630
4,133   3,812 321
32,916   21,477 11,439
34,596   26,896 7,700
20,825   21,938 -1,113
31,237   33,317 -2,080
30,485   44,250 -13,765
26,083   25,390 693
32,913   36,933 -4,020
30,269   26,896 3,373
62,444   79,255 -16,811
43,649   48,071 -4,422
14,550   15,786 -1,236
82,694   104,914 -22,220
44,635   57,274 -12,639
22,317   31,573 -9,256
97,558   110,797 -13,239
72,180   58,028 14,152
65,561   57,769 7,792
8,940   7,252 1,688
28,088   32,907 -4,819
43,970   36,604 7,366
89,098   74,461 14,637
11,697   11,123 574
39,889   32,821 7,068
103,334   81,636 21,698
64,808   74,496 -9,688
42,678   40,953 1,725
25,616   25,274 342
94,942   50,896 44,046
30,183   5,112 25,071
133,834   86,272 47,562
67,423   58,208 9,215
4,133   3,042 1,091
16,530   11,242 5,288
77,847   54,324 23,523
31,885   31,941 -56
35,039   41,066 -6,027
35,039   42,540 -7,501
65,539   73,673 -8,134
106,965   84,609 22,356
116,968   109,077 7,891
27,940   25,780 2,160
51,825   51,313 512
80,850   77,438 3,412
51,807   42,000 9,807
25,400   23,632 1,768
48,438   50,503 -2,065
53,294   51,845 1,449
52,378   51,500 878
27,540   27,945 -405
24,690   25,477 -787
29,243   25,454 3,789
63,375   50,875 12,500
75,375   60,219 15,156
31,913   24,300 7,613
30,510   24,546 5,964
30,395   28,358 2,037
104,125   73,375 30,750
229,572   151,563 78,009
122,131   123,402 -1,271
151,789   172,685 -20,896
142,689   160,306 -17,617
32,010   17,981 14,029
29,240     29,240
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       -53,366
b       -17,101
c       -5,413
d       41,990
e       1,241
      40,351
      71,741
      71,761
      45,751
      135,346
      18,024
      22,044
      47,933
      97,661
      31
      103
      15
      16
      95
      298
      27
      24
      89
      29,304
      5,721
      -19,270
      -55,073
      11,580
      21,916
      -24,942
      -42,427
      1,087
      408
      -1,791
      9,384
      -223
      -7,286
      414
      -5,717
      -4,276
      2,170
      11,630
      321
      11,439
      7,700
      -1,113
      -2,080
      -13,765
      693
      -4,020
      3,373
      -16,811
      -4,422
      -1,236
      -22,220
      -12,639
      -9,256
      -13,239
      14,152
      7,792
      1,688
      -4,819
      7,366
      14,637
      574
      7,068
      21,698
      -9,688
      1,725
      342
      44,046
      25,071
      47,562
      9,215
      1,091
      5,288
      23,523
      -56
      -6,027
      -7,501
      -8,134
      22,356
      7,891
      2,160
      512
      3,412
      9,807
      1,768
      -2,065
      1,449
      878
      -405
      -787
      3,789
      12,500
      15,156
      7,613
      5,964
      2,037
      30,750
      78,009
      -1,271
      -20,896
      -17,617
      14,029
      29,240
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 2 776,887
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 650,541 10,668,506 0.060978
2008 593,550 13,822,038 0.042942
2007 657,150 13,836,615 0.047494
2006 755,639 14,152,124 0.053394
2005 612,250 13,605,876 0.044999
2 Total of line 1, column (d) ...................... 2 0.249807
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 0.049961
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 12,225,760
5 Multiply line 4 by line 3....................... 5 610,811
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,587
7 Add lines 5 and 6......................... 7 619,398
8 Enter qualifying distributions from Part XII, line 4.............. 8 666,600
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 8,587
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 8,587
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,587
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 2,320
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 18,680
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,000
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 12,413
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet12,413 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMO, IL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (314) 331-6504
    Located atbullet220 N FOURTH STST LOUISMO ZIP+4bullet63102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    BERNARD EDISON PRESIDENT
    8.00
    0 0 0
    220 NORTH FOURTH ST SUITE A
    ST LOUIS,MO63102
    ERIC P NEWMAN VICE PRES. & ASST. SECRETA
    1.00
    0 0 0
    220 NORTH FOURTH ST SUITE A
    ST LOUIS,MO63102
    JULIAN EDISON VICE PRES. & SECRETARY
    1.00
    0 0 0
    220 NORTH FOURTH ST SUITE A
    ST LOUIS,MO63102
    PETER EDISON VICE PRES. & ASST. SECRETA
    1.00
    0 0 0
    220 NORTH FOURTH ST SUITE A
    ST LOUIS,MO63102
    ANDREW E NEWMAN VICE PRES. & ASST. SECRETA
    1.00
    0 0 0
    8235 FORSYTH BLVD SUITE 207
    ST LOUIS,MO63105
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,125,361
    b
    Average of monthly cash balances.......................
    1b
    1,286,578
    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
    12,411,939
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    12,411,939
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    186,179
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,225,760
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    611,288
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    611,288
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    8,587
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,587
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    602,701
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    602,701
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    602,701
    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
    666,600
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    666,600
    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
    8,587
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    658,013
    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 7 602,701
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 522,406
    b Total for prior years:20, 20, 20 0
    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......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 666,600
    a Applied to 2009, but not more than line 2a 522,406
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 144,194
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    458,507
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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:
    MR BERNARD EDISON
    220 NORTH FOURTH ST
    ST LOUIS,MO63102
    (314) 331-6504
    bThe form in which applications should be submitted and information and materials they should include:
    AS APPLICANT WISHES
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ONLY TO 501(C)(3) QUALIFIERS, NOT INDIVIDUALS
    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
    AMERICAN JEWISH COMMITTEE
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,500
    AMERICAN RED CROSS
    501C3
    ST LOUIS,MO63101
    NONE   ST. LOUIS-HAITI EARTHQUAKE RELIEF 5,000
    BARNES-JEWISH COLON RECTAL TUMOR REGISTRY
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    CARDINAL GLENNON CHILDREN'S HOSPITAL
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    CHARLES DARWIN FOUNDATION
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    COLLEGE OF THE OZARKS
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    COMMUNITY SCHOOL
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 50,000
    CROHN'S & COLITIS FOUNDATION
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    DOCTOR'S WITHOUT BORDERS
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    DONALD DANFORTH PLANT SCIENCE CENTER
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 40,000
    EDGEWOOD CHILDREN'S CENTER
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 500
    ENTERPRISE MENTORS
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 250
    GRAND CENTER
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    JEWISH FEDERATION OF ST LOUIS
    501C3
    ST LOUIS,MO63101
    NONE   FUND 371 115,000
    JOHN BURROUGH'S SCHOOL
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 120,000
    KEEP THE USO ALIVE
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    KETCCHANNEL 9
    501C3
    ST LOUIS,MO63101
    NONE   ANNUAL 4,000
    KWMU HEAR THE FUTURE CAMPAIGN
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 5,000
    LEUKEMIA SOCIETY OF AMERICA
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    MAGIC HOUSE
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 40,000
    MERCANTILE LIBRARY OF ST LOUIS
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    MILLSTONE SOCIETY OF JCC
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    MIRIAM FOUNDATION
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    MISSOURI BAPTIST HEALTHCARE FOUNDATION
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 50,000
    NATIONAL ALLIANCE OF MENTALLY ILL
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    PARAQUAD
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 200
    PLANNED PARENTHOOD OF ST LOUIS
    501C3
    ST LOUIS,MO63101
    NONE   ANNUAL 20,000
    RANKIN JORDAN
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    ST LOUIS CHILDREN'S HOSPITAL
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 30,000
    ST LOUIS PUBLIC LIBRARY
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 40,000
    ST LOUIS ZOO LIVING PROMISE CAPITAL CAMPAIGN
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 30,000
    ST LUKE'S HOSPITAL
    501C3
    ST LOUIS,MO63101
    NONE   ANNUAL 1,000
    SALVATION ARMY
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    SPRINGBOARD
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 1,000
    VOICES FOR CHILDREN
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 250
    WASHINGTON UNIVERSITY
    501C3
    ST LOUIS,MO63101
    NONE   EDISON THEATRE - ANNUAL 2,500
    WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
    501C3
    ST LOUIS,MO63101
    NONE   DR. I. JEROME FLANCE PULMONARY ENDOWMENT FUND 500
    WASHINGTON UNIVERSITY STEM CELL RESEARCH
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100,000
    WILD CANID SURVIVAL AND RESEARCH CENTER
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    WORLD LEARNING
    501C3
    ST LOUIS,MO63101
    NONE   DONATION 100
    Total .................................bullet 3a 666,600
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 59,008  
    4 Dividends and interest from securities....     14 239,932  
    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.....     14 1,416  
    8Gain or (loss) from sales of assets other than inventory     18 776,887  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,077,243 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,077,243
    (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:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,800 3,800   0

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NEUBERGER BERMAN - BONDS 689,083 728,631

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB 5023 - EQUITIES 2,264,272 2,821,483
    FIRST MANHATTAN - EQUITIES 3,215,937 4,554,688
    NEUBERGER BERMAN - EQUITIES 2,934,089 3,578,345
    UBS 00929 - EQUITIES 0 0
    UBS - DISTRESSED OPPORTUNITIES K-1 501,844 590,356

    TY 2010 OtherAssetsSchedule
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 99 0 0


    TY 2010 OtherExpensesSchedule
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 1,364 1,364   0
    UTILITIES 2,743 2,743   0


    TY 2010 OtherIncomeSchedule2
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES SETTLEMENTS 691 691 691
    DISTRESSED OPPORTUNITIES FUND INCOME 31 31 31
    DISTRESSED OPPORTUNITIES FUND OTHER PORTFOLIO INCOME 694 694 694


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 113,979 113,979   0


    TY 2010 TaxesSchedule
    Name:
    HARRY EDISON FOUNDATION
    EIN: 43-6027017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 5,905 5,905   0
    PAYROLL TAXES 4,552 4,552   0
    MISCELLANEOUS 865 865   0