Form990-PF

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

Number and street (or P.O. box number if mail is not delivered to street address)800 S OSPREY AVE   Room/suite
City or town, state, and ZIP code
SARASOTA, FL34236
A Employer identification number

30-6201571
B Telephone number (see page 10 of the instructions)

(508) 898-3418
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$1,617,279J 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) 1,523,024
2 Check bullet
3 Interest on savings and temporary cash investments 2,768 2,768  
4 Dividends and interest from securities...... 16,369 16,369  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,095
b Gross sales price for all assets on line 6a 348,081
7 Capital gain net income (from Part IV, line 2)... 14,095
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........ 1,556,256 33,232 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 382 382 0 0
c Other professional fees (attach schedule).... Click to see attachment 8,843 8,843 0 0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 232 232 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 476 476 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 161 161 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,094 10,094 0 0
25 Contributions, gifts, grants paid........ 45,000 45,000
26 Total expenses and disbursements. Add lines 24 and 25 55,094 10,094 0 45,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,501,162
b Net investment income (if negative, enter -0-) 23,138
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments..........   78,948 78,948
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment152,858 156,199
b Investments—corporate stock (attach schedule)........ 0 Click to see attachment1,108,471 1,280,012
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment102,491 102,120
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 0 1,442,768 1,617,279
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....................   1,442,768
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 0 1,442,768
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 0 1,442,768
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 0
2 Enter amount from Part I, line 27a...................... 2 1,501,162
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,501,162
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 58,394
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,442,768
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 US TSY P 2010-08-05 2010-08-13
b US TSY P 2010-08-05 2010-09-10
c US TSY P 2010-08-05 2010-08-27
d BAXTER INTERNATIONAL INC P 2010-08-05 2010-09-03
e BRIDGESTONE CORP P 2010-08-05 2010-10-13
CREDIT SUISSE P 2010-08-05 2010-09-03
CNOOC LTD P 2010-08-05 2010-10-25
CHINA CONSTRUCT P 2010-12-17 2010-12-17
COCA COLA P 2010-08-05 2010-12-07
DIRECTV GROUP HLDINGS P 2010-09-02 2010-11-17
FS NETWORKS INC P 2010-09-30 2010-12-15
FRONTIER COMMUNICATIONS P 2010-08-05 2010-08-13
GOLDMAN SACHS GROUP INC P 2010-08-16 2010-12-01
KIMBERLY CLARK P 2010-08-05 2010-10-18
MCDONALDS CORP P 2010-08-05 2010-10-15
MCGRAW HILL COMPANIES P 2010-09-02 2010-11-19
MICROSOFT CORP P 2010-09-02 2010-11-01
NORTHROP GRUMMAN CORP P 2010-08-05 2010-09-02
ST JUDE MEDICAL INC P 2010-09-02 2010-11-04
SYMRISE AG P 2010-08-05 2010-09-03
STARBUCKS CORP P 2010-08-05 2010-12-16
TECK RESOURCES LTD P 2010-08-05 2010-09-03
TEXAS INSTRUMENTS P 2010-10-04 2010-12-09
TNT NV P 2010-08-05 2010-09-23
TIME WARNER INC P 2010-08-05 2010-10-27
TOMKINS PLC P 2010-08-05 2010-09-01
UNITEDHEALTH GROUP INC P 2010-08-05 2010-10-18
VIRGIN MEDIA INC P 2010-08-05 2010-08-26
ZURICH FINL SVCS P 2010-09-02 2010-10-12
WALGREEN CO P 2010-09-02 2010-10-04
WELLS FARGO & CO P 2010-08-26 2010-09-02
US TSY P 2010-08-13 2010-09-10
CHINA CONSTRUCT P 2010-08-05 2010-09-03
CISCO SYSTEMS INC P 2010-08-05 2010-12-02
COLGATE PALMOLIVE P 2010-08-05 2010-11-09
E.ON AG P 2010-08-05 2010-10-12
ESPRIT HOLDING LTD P 2010-08-05 2010-09-02
FREEPRT-MCMRAN CPR & GLD P 2010-08-05 2010-09-03
FRONTIER COMMUNICATIONS P 2010-08-05 2010-08-13
GOLDMAN SACHS GROUP INC P 2010-08-05 2010-08-27
GOOGLE INC P 2010-08-05 2010-09-15
HEWLETT PACKARD CO P 2010-08-05 2010-09-14
KDDI CORP P 2010-08-05 2010-09-03
NOMURA HLDGS INC P 2010-08-05 2010-09-02
PT INDOSAT TBK P 2010-08-05 2010-09-03
SCHLUMBERGER LTD P 2010-08-05 2010-09-03
SOUTHWESTERN ENERGY CO P 2010-08-05 2010-09-03
TEVA PHARMACTCL INDS P 2010-09-02 2010-11-09
TNT NV P 2010-08-30 2010-09-23
VISA INC P 2010-08-05 2010-09-03
WALGREEN CO P 2010-08-05 2010-10-04
WESTPAC BANKING P 2010-08-05 2010-09-03
US TSY P 2010-08-05 2010-08-19
US TSY P 2010-08-05 2010-09-10
ALTRIA GROUP INC P 2010-08-05 2010-08-31
ATMOS ENERGY CORP P 2010-08-05 2010-09-03
BHP BILLITON PLC P 2010-08-05 2010-09-03
BRIDGESTONE CORP P 2010-08-05 2010-10-13
CENTURYLINK INC P 2010-08-05 2010-09-02
COMPASS MINERALS INTL P 2010-08-05 2010-09-03
CHIMERA INVESTMENT CORP P 2010-08-05 2010-12-28
CISCO SYSTEMS INC P 2010-08-05 2010-12-02
DIRECTV GROUP HLDINGS P 2010-08-05 2010-11-17
EDISON INTL CALIF P 2010-08-05 2010-09-02
FRONTIER COMMUNICATIONS P 2010-08-05 2010-08-13
HSBC HLDG PLC P 2010-08-05 2010-09-03
HDFC BANK LTD P 2010-08-05 2010-09-03
HEINEKEN NV P 2010-08-05 2010-09-02
HEWLETT PACKARD CO P 2010-08-05 2010-09-14
HUTCHISN WHAMPOA P 2010-08-05 2010-09-02
IAMGOLD CORP P 2010-08-05 2010-09-02
INTL BUSINESS MACHINES P 2010-08-05 2010-09-03
JPMORGAN CHASE & CO P 2010-08-05 2010-12-16
KBR INC P 2010-08-05 2010-09-02
KIMBERLY CLARK P 2010-08-05 2010-10-15
LVMH MOET HENNESSY P 2010-08-05 2010-09-02
LUBRIZOL CORP P 2010-08-05 2010-09-02
METLIFE INC P 2010-08-05 2010-09-02
MATTEL INC P 2010-08-05 2010-09-01
MCGRAW HILL COMPANIES P 2010-08-05 2010-11-19
MICROSOFT CORP P 2010-08-05 2010-11-01
NAT FUEL GAS CO P 2010-08-05 2010-10-13
NESTLE S A REP P 2010-08-05 2010-09-02
PHILLIPS VAN HEUSEN P 2010-08-05 2010-10-21
ROYAL KPN NV P 2010-08-05 2010-09-02
RICOH CO LTD P 2010-08-05 2010-09-02
SENSIENT TECHNOLOGY CORP P 2010-08-05 2010-09-03
ST JUDE MEDICAL INC P 2010-08-05 2010-11-03
TAIWAN S MANUFACTURING P 2010-08-05 2010-09-03
TARGET CORP P 2010-08-05 2010-11-04
TRAVELERS COS INC P 2010-08-05 2010-09-03
TIME WARNER INC P 2010-08-05 2010-10-27
TOMKINS PLC P 2010-08-05 2010-09-01
UGI CORP P 2010-08-05 2010-09-02
UNITED TECHS CORP P 2010-08-05 2010-09-03
VERIZON COMMUNICATIONS P 2010-08-05 2010-09-02
WD 40 COMPANY DELAWARE P 2010-08-05 2010-09-02
WORLD FUEL SERVICES CRP P 2010-08-05 2010-09-02
WPP PLC P 2010-08-05 2010-09-24
WEIS MARKETS INC P 2010-08-05 2010-09-02
WOLVERINE WORLD WIDE P 2010-08-05 2010-09-03
WASTE MANAGEMENT INC P 2010-08-05 2010-12-06
FIXED INCOME SHRS P 2010-08-05 2010-09-10
FIXED INCOME SHRS P 2010-08-05 2010-09-10
AIR LIQUIDE P 2010-08-05 2010-09-02
AMERICAN FINL GRP HLDGS P 2010-08-05 2010-09-02
AMEREN CORP P 2010-08-05 2010-09-02
AMGEN INC P 2010-08-05 2010-09-03
BNP PARIBAS P 2010-08-05 2010-09-03
CANADIAN NATURAL RES LTD P 2010-08-05 2010-09-03
CHEVRON CORP P 2010-08-05 2010-09-03
CONOCOPHILIPS P 2010-08-05 2010-09-02
CISCO SYSTEMS INC P 2010-08-05 2010-12-02
DIAMOND OFFSHORE DRLNG P 2010-08-05 2010-12-15
EQUITY ONE P 2010-08-05 2010-09-03
E.ON AG P 2010-08-05 2010-10-12
ENERGEN CRP P 2010-08-05 2010-09-03
ENNIS INC P 2010-08-05 2010-09-02
GLAXOSMITHKLINE PLC P 2010-08-05 2010-11-02
GOOGLE INC P 2010-08-05 2010-09-14
HEALTHCARE REALTY TR P 2010-08-05 2010-08-11
HEWLETT PACKARD CO P 2010-08-05 2010-08-11
ING GP NV P 2010-08-05 2010-09-03
KRAFT FOODS INC P 2010-08-05 2010-09-02
MARATHON OIL CORP P 2010-08-05 2010-09-02
NAT FUEL GAS CO P 2010-08-05 2010-10-15
ORACLE CORP P 2010-08-05 2010-09-03
PFIZER INC P 2010-08-05 2010-10-01
ROYAL DUTCH SHELL P 2010-08-05 2010-09-03
SUMITOMO MITSU FINL P 2010-08-05 2010-09-02
TOTAL S.A. P 2010-08-05 2010-09-03
TELEFLEX INC P 2010-08-05 2010-09-03
TNT NV P 2010-08-05 2010-09-23
VODAFONE GROUP PLC P 2010-08-05 2010-08-26
WINDSTREAM CORP P 2010-08-05 2010-08-11
XEROX CORP P 2010-08-05 2010-09-02
WASTE MANAGEMENT INC P 2010-08-05 2010-12-03
SUMITOMO MITSU P 2010-11-22 2010-11-22
TNT NV P 2010-09-03 2010-09-03
FNMA P 2010-12-27 2010-12-27
FNMA P 2010-12-27 2010-12-27
FNMA P 2010-12-27 2010-12-27
FNMA P 2010-12-27 2010-12-27
FHLMC P 2010-12-15 2010-12-15
FNMA P 2010-12-27 2010-12-27
FNMA P 2010-12-27 2010-12-27
FNMA P 2010-12-27 2010-12-27
FNMA P 2010-08-05 2010-09-10
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 9,072   9,013 59
b 1,006   1,001 5
c 1,117   1,061 56
d 394   388 6
e 351   334 17
450   425 25
3,075   2,389 686
78   78 0
12,440   10,955 1,485
372   346 26
2,091   1,697 394
38   36 2
4,500   4,254 246
5,183   4,851 332
4,027   3,634 393
210   176 34
215   191 24
918   817 101
2,079   2,032 47
52   36 16
2,944   2,316 628
512   481 31
2,362   1,917 445
380   368 12
2,179   2,136 43
1,488   836 652
3,857   3,656 201
1,166   1,034 132
3,417   3,170 247
2,599   2,374 225
50   47 3
1,011   1,019 -8
209   220 -11
1,419   1,942 -523
1,699   1,771 -72
584   611 -27
426   592 -166
1,384   1,581 -197
98   101 -3
6,346   8,225 -1,879
5,282   6,695 -1,413
1,780   2,233 -453
481   494 -13
173   236 -63
51   56 -5
56   65 -9
168   245 -77
5,044   5,938 -894
810   925 -115
647   748 -101
6,330   6,747 -417
413   445 -32
11,594   11,433 161
3,338   3,322 16
7,840   7,037 803
259   244 15
705   272 433
1,933   1,743 190
972   699 273
145   110 35
7,369   6,173 1,196
2,109   1,972 137
6,846   4,406 2,440
620   451 169
318   307 11
50   34 16
167   58 109
590   577 13
2,396   2,222 174
463   437 26
372   120 252
500   396 104
2,154   1,563 591
1,755   1,361 394
6,893   6,636 257
421   189 232
3,067   1,714 1,353
520   360 160
6,680   6,240 440
8,651   6,941 1,710
13,727   11,568 2,159
2,526   1,670 856
424   398 26
9,188   5,517 3,671
307   258 49
526   507 19
843   567 276
6,441   6,160 281
198   169 29
4,404   4,068 336
150   148 2
6,141   4,114 2,027
2,783   1,353 1,430
751   719 32
1,114   836 278
539   476 63
683   643 40
1,192   533 659
962   771 191
429   407 22
108   103 5
1,387   1,251 136
8,702   8,064 638
8,620   8,333 287
348   352 -4
670   692 -22
1,620   2,540 -920
367   372 -5
235   339 -104
403   582 -179
850   1,079 -229
488   827 -339
4,040   5,213 -1,173
3,407   7,101 -3,694
684   931 -247
2,626   3,250 -624
88   150 -62
819   977 -158
6,463   7,163 -700
2,407   2,653 -246
1,053   1,231 -178
2,654   2,910 -256
248   804 -556
1,148   1,220 -72
888   1,440 -552
5,484   5,885 -401
45   46 -1
6,996   7,753 -757
498   744 -246
311   609 -298
883   1,319 -436
353   361 -8
1,201   1,708 -507
535   731 -196
3,406   3,928 -522
1,518   2,308 -790
6,878   7,578 -700
3     3
7     7
2,556   2,556 0
2,372   2,372 0
452   452 0
1,184   1,184 0
654   654 0
815   815 0
714   714 0
1,020   1,020 0
22,815   20,835 1,980
1,970     1,970
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       59
b       5
c       56
d       6
e       17
      25
      686
      0
      1,485
      26
      394
      2
      246
      332
      393
      34
      24
      101
      47
      16
      628
      31
      445
      12
      43
      652
      201
      132
      247
      225
      3
      -8
      -11
      -523
      -72
      -27
      -166
      -197
      -3
      -1,879
      -1,413
      -453
      -13
      -63
      -5
      -9
      -77
      -894
      -115
      -101
      -417
      -32
      161
      16
      803
      15
      433
      190
      273
      35
      1,196
      137
      2,440
      169
      11
      16
      109
      13
      174
      26
      252
      104
      591
      394
      257
      232
      1,353
      160
      440
      1,710
      2,159
      856
      26
      3,671
      49
      19
      276
      281
      29
      336
      2
      2,027
      1,430
      32
      278
      63
      40
      659
      191
      22
      5
      136
      638
      287
      -4
      -22
      -920
      -5
      -104
      -179
      -229
      -339
      -1,173
      -3,694
      -247
      -624
      -62
      -158
      -700
      -246
      -178
      -256
      -556
      -72
      -552
      -401
      -1
      -757
      -246
      -298
      -436
      -8
      -507
      -196
      -522
      -790
      -700
      3
      7
      0
      0
      0
      0
      0
      0
      0
      0
      1,980
      1,970
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 14,095
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 0 0 0.0
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2 0.0
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 0.0
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,527,270
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 231
7 Add lines 5 and 6......................... 7 231
8 Enter qualifying distributions from Part XII, line 4.............. 8 45,000
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 1 231
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............................ 3 231
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- ..... 5 231
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 231
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletFL
    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 ofbulletMICHAEL BERNATCHEZ Telephone no.bullet (508) 898-3418
    Located atbullet5 ROSEWOOD PLACEWESTBOROUGHMA ZIP+4bullet01581
    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
    MICHAEL E BERNATCHEZ CO-TRUSTEE
    5.00     		0 0 0
    5 ROSEWOOD PLACE
    WESTBOROUGH,MA01581
    JAMES J BERNATCHEZ CO-TRUSTEE
    5.00     		0 0 0
    242 BAXTER LANE
    MILFORD,CT06486
    DANIEL P BERNATCHEZ CO-TRUSTEE
    5.00     		0 0 0
    201 WEST TRAIL
    STAMFORD,CT06903
    MARC G BERNATCHEZ CO-TRUSTEE
    5.00     		0 0 0
    34 N PRINCETON DRIVE
    SHELDON,CT06484
    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
    1,469,283
    b
    Average of monthly cash balances.......................
    1b
    81,245
    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
    1,550,528
    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
    1,550,528
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    23,258
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,527,270
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    76,364
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    76,364
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    231
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    231
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    76,133
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    76,133
    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
    76,133
    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
    45,000
    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
    45,000
    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
    231
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    44,769
    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 76,133
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    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$ 45,000
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 45,000
    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 ..........     		31,133
    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:
    MICHAEL E BERNATCHEZ
    5 ROSEWOOD PLACE
    WESTBOROUGH,MA01581
    (508) 898-3418
    bThe form in which applications should be submitted and information and materials they should include:
    DESIGNATED APPLICATION TO INCLUDE ORGANIZATION'S GENERAL INFORMATION AND PURPOSE OF FUNDS REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    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
    THE WILDLIFE ORPHANAGE
    PO BOX 4706
    STAMFORD,CT06907     		NONE 501(C)3 GENERAL 9,000
    INCARNATION SCHOOL FOUNDATION
    2911 BEE RIDGE RD
    SARASOTA,FL34239     		NONE 501(C)3 GENERAL 9,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST NW
    ATLANTA,GA30303     		NONE 501(C)3 GENERAL 9,000
    MULTIPLE SCLEROSIS FOUNDATION INC
    6520 N ANDREWS AVENUE
    FT LAUDERDALE,FL33309     		NONE 501(C)3 GENERAL 9,000
    COVENANT HOUSE FLORIDA INC
    733 BREAKERS AVE
    FT LAUDERDALE,FL33304     		NONE 501(C)3 GENERAL 9,000
    Total .................................bullet 3a 45,000
    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 2,768  
    4 Dividends and interest from securities....     14 16,369  
    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 14,095  
    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 33,232 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1333,232
    (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.)
    3 THE FOUNDATION PROVIDES GRANTS TO CERTAIN RECOGNIZED CHARITABLE
    4 ORGANIZATIONS AND OTHER QUALIFIED CHARITIES WITHIN THE MEANING OF
    8 SECTION 501(C)3 OF THE INTERNAL REVENUE CODE
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    THE BERNATCHEZ FAMILY FOUNDATION
     
    Employer identification number

    30-6201571
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    THE BERNATCHEZ FAMILY FOUNDATION
          		Employer identification number

    30-6201571
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    BERNATCHEZ CRUT UAD 62202    
    5 ROSEWOOD PLACE
       
    WESTBOROUGH, MA   01581

    		$63,393




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    BERNATCHEZ CRUT UAD 62202    
    5 ROSEWOOD PLACE
       
    WESTBOROUGH, MA   01581

    		$1,459,631




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    THE BERNATCHEZ FAMILY FOUNDATION
          		Employer identification number

    30-6201571
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SECURITIES   $1,459,631 2010-08-05
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    THE BERNATCHEZ FAMILY FOUNDATION
          		Employer identification number

    30-6201571
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 382 382 0 0

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYS 6,533 6,956
    AIR LIQUIDE 3,877 4,625
    AKZO NOBEL NV 5,404 5,778
    ALLEGHENY TECH INC 8,060 9,105
    ALLERGAN INC 7,683 8,446
    ALLSTATE CORP 9,940 7,779
    ALTRIA GROUP INC 5,496 7,608
    AMAZON COM INC 7,006 16,380
    AMEREN CORP 8,324 6,850
    AMERICAN FINL GRP HLDGS 6,424 6,910
    AMERICAN TOWER CORP 10,014 12,239
    AMERIPRISE FINL INC 6,792 8,805
    AMGEN INC 6,328 6,478
    ANNALY CAP MGMT INC 12,352 14,282
    APPLE INC 11,581 28,708
    AT&T INC 9,499 7,521
    ATMOS ENERGY CORP 5,957 6,864
    BANCO SANTNDER BRZL 3,209 3,332
    BANK HAWAII CORP 6,898 6,515
    BARCLAYS PLC 2,085 2,065
    BARNES GROUP INC 11,189 8,371
    BAXTER INTERNTL INC 6,805 8,150
    BAYER AG 5,527 5,429
    BAYERISCHE MOTORENWERKE 2,096 3,392
    BG GROUP PLC 2,950 3,570
    BHP BILLITON PLC 2,566 6,279
    BNP PARIBAS 7,368 5,176
    BOEING COMPANY 9,067 9,136
    BP PLC 4,491 5,433
    BRINKS CO 8,137 8,548
    CANADIAN NATURAL RES LTD 11,934 11,816
    CATERPILLAR INC 7,423 10,022
    CELGENE CORP 6,067 5,737
    CENTURYLINK INC 5,105 8,818
    CHECK POINT SOFTWRE TECH 3,924 4,904
    CHESAPEAKE ENERGY OKLA 8,184 8,550
    CHEVRON CORP 8,333 8,304
    CHINA CONSTRUCT 2,678 2,965
    CHINA PETE CHEM 3,227 3,445
    CHINA UNICOM HONG KONG 1,864 1,910
    CISCO SYSTEMS INC 5,350 4,471
    CITRIX SYSTEMS INC 11,562 12,451
    CME GROUP INC 6,198 6,435
    COACH INC 4,016 4,425
    COCA COLA 9,602 11,970
    COLGATE PALMOLIVE 5,603 5,546
    COMPASS MINERALS INTL 4,864 7,856
    CONOCOPHILLIPS 15,061 17,638
    CORNING INC 7,276 7,689
    COVIDIEN PLC 6,817 6,164
    CREDIT SUISSE GP 3,137 3,031
    CUMMINS INC 6,243 15,621
    CURTISS WRIGHT 6,500 7,503
    DANAHER CORP 5,779 6,887
    DANONE-SPONS 1,771 2,201
    DASSAULT SYS 2,540 2,984
    DEL MONTE FOODS CO 4,561 9,080
    DENSO CP 3,213 3,567
    DEUTSCHE BOERSE 3,176 2,848
    DIAMOND OFFSHORE DRLNG 14,287 11,836
    EMC CORPORATION MASS 6,458 9,641
    EAST JAPAN RY CO 6,064 5,671
    EDISON INTL CALIF 5,803 7,797
    EDP ENERGIAS DE PORTUGAL 4,387 4,256
    ENERGEN CRP COM 6,612 6,949
    ENNIS INC 7,093 6,789
    EOG RESOURCES INC 8,027 7,313
    EQUITY ONE 8,467 7,072
    ERICSSON LM TEL 2,208 2,490
    ERSTE GROUP BK 2,266 2,377
    ESPRIT HOLDING LTD 2,827 1,959
    EXCO RES INC 7,074 8,836
    FEDERATED INVESTRS 7,038 7,746
    FREEPRT-MCMRAN CPR & GLD 21,019 28,101
    FRONTLINE LTD 7,011 5,962
    F5 NETWORKS INC 2,227 2,733
    GENERAL ELECTRIC 7,521 8,541
    GLAXOSMITHKLINE PLC 8,499 7,726
    HARRIS CORP 6,536 7,339
    HARSCO CORPORATION 11,524 8,241
    HDFC BANK LTD 2,013 4,011
    HEALTHCARE REALTY TR 6,835 5,631
    HEINEKEN NV 3,057 3,908
    HSBC HLDG PLC 5,651 6,839
    HUDSON CITY BANCORP INC 8,214 7,733
    HUTCHISN WHAMPOA 4,014 5,809
    IAMGOLD CORP 1,818 6,230
    ICICI BANK LTD 3,229 4,558
    ING GP NV 6,199 5,277
    INTEL CORP 14,745 16,256
    INTL BUSINESS MACHINES 6,234 8,219
    JABIL CIRCUIT INC 4,960 11,692
    JOHNSON & JOHNSON 7,201 7,422
    JPMORGAN CHASE & CO 3,842 4,072
    JUNIPER NETWORKS INC 4,120 4,357
    KAO CORP 2,926 2,743
    KBR INC 5,147 8,014
    KDDI CORP 1,722 2,009
    KEPPEL LTD 3,099 6,248
    KIMBERLY CLARK 6,572 6,745
    KRAFT FOODS INC 7,141 7,279
    LOCKHEED MARTIN CORP 8,259 6,991
    LUBRIZOL CORP 9,987 14,643
    LVMH MOET HENNESSY 3,840 7,724
    MAN AG 4,081 5,451
    MARATHON OIL CORP 8,781 8,221
    MCDONALDS CORP 7,882 8,981
    MEAD JOHNSON NUTRITION CO 3,696 4,669
    MEDTRONIC INC 7,602 8,086
    METLIFE INC 7,331 7,866
    MICROSOFT CORP 7,354 8,094
    MITSUBISHI CP 2,580 3,856
    NESTLE SA 5,590 7,588
    NETAPP INC 5,833 6,430
    NETFLIX COM INC 8,914 11,421
    NEW YORK CMNTY BANCORP 5,506 8,219
    NOMURA HLDGS INC 1,971 1,716
    NORTHROP GRUMMAN CORP 6,328 8,033
    ORACLE CORP 12,165 15,243
    OWENS & MINOR INC 7,020 6,916
    PFIZER INC 15,030 15,111
    PITNEY BOWES INC 3,748 3,724
    PNC FINCL SERVICES GROUP 7,636 8,136
    POTASH CORP SASKATCHEWAN 5,889 6,503
    PRECISION CASTPARTS 7,775 8,909
    PROCTER & GAMBLE CO 7,029 8,041
    PT INDOSAT TBK 1,098 1,136
    RR DONNELLEY SONS 9,374 7,757
    RADIOSHACK CORP 6,954 5,676
    RECKITT BENCKISER 1,614 2,356
    REYNOLDS AMERICAN INC 6,723 8,220
    RICOH CO LTD 4,431 4,922
    ROCHE HLDG LTD 7,320 7,147
    ROCKWELL COLLINS INC 3,797 3,787
    ROYAL DUTCH SHELL PLC 17,639 17,630
    ROYAL KPN NV 2,309 2,699
    SALESFORCE COM INC 7,833 10,956
    SANDISK CORP INC 4,135 4,288
    SANOFI AVENTIS 13,374 11,893
    SCHLUMBERGER LTD 11,369 14,529
    SENSIENT TECHNOLOGY CORP 6,881 8,228
    SIEMENS AG 5,680 8,822
    SMITH-NPHW PLC 2,196 2,680
    SOUTHWESTERN ENERGY CO 5,268 4,117
    STARBUCKS CORP 7,346 8,964
    SUMITOMO MITSUI 5,025 5,041
    SWISS REINS 4,939 5,479
    SYMRISE AG 2,006 2,815
    TAIWAN S MANUFACTURING 4,315 5,254
    TARGET CORP 5,665 6,614
    TECK RESOURCES LTD 2,008 3,772
    TELECOM ITALIA S PA 1,150 1,139
    TELEFLEX INC 6,401 6,888
    TESCO PLC 4,357 4,197
    TEXAS INSTRUMENTS 4,902 5,818
    TIME WARNER INC 7,620 7,817
    TOKIO MARINE HOLDINGS 1,920 2,072
    TOTAL S.A. 16,134 15,349
    TRAVELERS COS INC 6,862 7,744
    UGI CORP 5,948 7,169
    UNITED TECHS CORP 7,096 9,368
    UNITEDHEALTH GROUP INC 9,135 10,002
    UNIVERSAL CORP 8,077 6,838
    VF CORPORATION 7,084 8,273
    VERIZON COMMUNICATIONS 6,246 8,301
    VISA INC 4,977 4,293
    VODAFONE GROUP PLC 4,256 4,944
    WD 40 COMPANY DELAWARE 6,010 7,130
    WEIS MARKETS INC 6,105 7,098
    WELLS FARGO & CO 6,730 8,801
    WESTPAC BANKING 2,220 2,404
    WOLVERINE WORLD WIDE 5,706 7,683
    WORLD FUEL SERVICES CRP 3,334 8,715
    WPP PLC 2,355 4,400
    XEROX CORP 6,987 9,158
    3M COMPANY 8,380 9,062

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    US Government Securities - End of Year Book Value:

    152,858
    US Government Securities - End of Year Fair Market Value:

    156,199
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIXED INCOME SHARES AT COST 102,491 102,120

    TY 2010 OtherDecreasesSchedule
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Description Amount
    FAIR MARKET VALUE TO COST ADJUSTMENT 58,394


    TY 2010 OtherExpensesSchedule
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 105 105 0 0
    FEES 56 56 0 0


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH FEES 8,843 8,843 0 0


    TY 2010 TaxesSchedule
    Name:
    THE BERNATCHEZ FAMILY FOUNDATION
    EIN: 30-6201571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 232 232 0 0