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 09-01-2010 , and ending 08-31-2011
G
Check all that apply:
Name of foundation
THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)600 LUCKIE DRIVE   Room/suite
City or town, state, and ZIP code
BIRMINGHAM, AL352232429
A Employer identification number

72-1399703
B Telephone number (see page 10 of the instructions)

(205) 879-2121
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,040,730J 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) 270,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 70,480 70,480 70,480
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 48,247
b Gross sales price for all assets on line 6a 89,961
7 Capital gain net income (from Part IV, line 2)... 48,247
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 272
b Less: Cost of goods sold.... 9,731
c Gross profit or (loss) (attach schedule)..... -9,459 -9,459
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 379,268 118,727 61,021
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 5,675 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 21,406 21,406 0 0
17 Interest............... 88 88 0 0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 991 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,982 4,982 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,142 26,476 0 0
25 Contributions, gifts, grants paid........ 83,685 83,685
26 Total expenses and disbursements. Add lines 24 and 25 116,827 26,476 0 83,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 262,441
b Net investment income (if negative, enter -0-) 92,251
c Adjusted net income (if negative, enter -0-)... 61,021
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.......... 135,495 113,815 113,815
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 983,973 Click to see attachment1,422,259 1,382,745
c Investments—corporate bonds (attach schedule)........ 78,094 Click to see attachment0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 569,548 Click to see attachment496,939 544,170
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) 1,767,110 2,033,013 2,040,730
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,767,110 2,033,013
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,767,110 2,033,013
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,767,110 2,033,013
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 1,767,110
2 Enter amount from Part I, line 27a...................... 2 262,441
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3,462
4 Add lines 1, 2, and 3.......................... 4 2,033,013
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 2,033,013
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 ENTERPRISE PRODUCTS PARTNERS LP K-1 P 2009-12-31 2010-12-31
b MORGAN KEEGAN PRIVATE EQUITY FUND P 2009-12-31 2010-12-31
c KINDER MORGAN ENERGY PARTNERS LP P 2009-12-31 2010-12-31
d KINDER MORGAN ENERGY PARTNERS LP P 2009-05-07 2010-12-03
e CISCO P 2007-08-14 2011-03-10
CAPITAL GAIN DISTRIBUTIONS P 2009-12-31 2010-12-31
FIDELITY ADVISOR P 2009-12-31 2010-12-31
(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       -14
b       13,928
c       -3
d 34,441   24,014 10,427
e 17,667   31,491 -13,824
      -120
37,853     37,853
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       -14
b       13,928
c       -3
d       10,427
e       -13,824
      -120
      37,853
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 48,247
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 -137
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 90,050 1,657,509 0.054329
2008 65,656 1,183,127 0.055494
2007 84,768 1,363,113 0.062187
2006 44,218 698,898 0.063268
2005 11,900 237,237 0.050161
2 Total of line 1, column (d) ...................... 2 0.285439
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 0.057088
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,020,694
5 Multiply line 4 by line 3....................... 5 115,357
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 923
7 Add lines 5 and 6......................... 7 116,280
8 Enter qualifying distributions from Part XII, line 4.............. 8 83,685
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,845
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,845
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,845
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 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,870
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletAL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN WILSON CPA Telephone no.bullet (205) 802-7212
    Located atbullet2101 HIGHLAND AVE S SUITE 500BIRMINGHAMAL ZIP+4bullet35205
    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
    ROBERT E LUCKIE III PRESIDENT
    0.00     		0 0 0
    600 LUCKIE DRIVE
    BIRMINGHAM,AL35223
    THOMAS G LUCKIE VICE PRESIDENT
    0.00     		0 0 0
    600 LUCKIE DRIVE
    BIRMINGHAM,AL35223
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,887,954
    b
    Average of monthly cash balances.......................
    1b
    163,512
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,051,466
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    2,051,466
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    30,772
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,020,694
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    101,035
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
     
    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
    83,685
    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
    83,685
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    83,685
    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  
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$  
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
    1999-05-25
    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
    61,021 52,157 44,585 42,006 199,769
    b 85% of line 2a ......... 51,868 44,333 37,897 35,705 169,804
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		83,685 90,050 66,100 85,100 324,935
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		83,685 90,050 66,100 85,100 324,935
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		67,357 55,250 39,437 45,437 207,481
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR CHRISTIAN MEDI
    644 WEST PEACHTREE ST SUITE 300
    ATLANTA,GA30308     		    PROMOTE CHRISTIAN TELEVISION 100
    AMERICAN CANCER SOCIETY
    1104 IRELAND WAY
    BIRMINGHAM,AL35205     		    CANCER RESEARCH AND TREATMENT 250
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		    CARDIOVASCULAR DISEASE RESEARCH 6,000
    BELL CENTER FOR EARLY INTERVENTION PROGRAMS
    1700 29TH COURT SOUTH
    BIRMINGHAM,AL35209     		    PROVIDE TREATMENT AND THERAPY FOR SPECIAL NEEDS CHIL 1,500
    BENEDICTINE SISTERS
    916 CONVENT ROAD
    CULLMAN,AL35055     		    CHURCH 2,000
    BIG OAK RANCH
    PO BOX 507
    SPRINGVILLE,AL35146     		    HOUSING FOR NEEDY CHILDREN 500
    BIRMINGHAM BOTANICAL GARDENS
    2612 LANE PARK RD
    BIRMINGHAM,AL35223     		    CONSERVATION 250
    BOY SCOUTS OF AMERICA
    516 LIBERTY PARKWAY
    BIRMINGHAM,AL35242     		    LEADERSHIP EDUCATION FOR BOYS 5,000
    CANTERBURY UNITED METHODIST CHURCH
    350 OVERBROOK ROAD
    BIRMINGHAM,AL35213     		    GENERAL CHURCH OPERATIONS 2,500
    CASA OF JEFFERSON COUNTY
    120 2ND COURT N
    BIRMINGHAM,AL35204     		    ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN IN COURT 1,000
    CENTER FOR EXECUTIVE LEADERSHIP
    200 UNION HILL STE 200
    BIRMINGHAM,AL35209     		    MISSIONS 2,000
    CHANGED LIVES CHRISTIAN CENTER
    1308 26TH AVE NORTH
    BIRMINGHAM,AL35204     		    TRANSITIONAL HOUSING FOR HOMELESS MEN 1,000
    CHILDCARE RESOURCES
    1904 1ST AVE N
    BIRMINGHAM,AL35203     		    PROMOTE CHILD CARE 500
    CHILDREN'S CHARITY FUND
    6623 SUPERIOR AVE STE B
    SARASOTA,FL34231     		    CHILDREN MEDICAL EQUIPMENT ASSISTANCE 35
    CHILDREN'S HOSPITAL FOUNDATION
    1600 7TH AVE S
    BIRMINGHAM,AL35233     		    MEDICAL CARE 250
    CHRIST HEALTH CENTER
    5720 FIRST AVENUE SOUTH
    BIRMINGHAM,AL35212     		    MEDICAL CARE 500
    CIVIC CLUB FONDATION
    2019 FOURTH AVE N
    BIRMINGHAM,AL35203     		    COMMUNITY SERVICE 1,500
    CORNERSTONE SCHOOLS OF ALABAMA
    116 55TH ST N
    BIRMINGHAM,AL35212     		    EDUCATION OF HIGH RISK CHILDREN 1,000
    DAN ANDERSON LACROSSE CLASSIC
    123
    BIRMINGHAM,AL35223     		    SUPPORTING YOUTH PHYSICAL EDUCATION 250
    EXCEPTIONAL FOUNDATION
    1616 OXMOOR ROAD
    BIRMINGHAM,AL35202     		    CARE FOR MENTALLY AND/OR PHSICALLY CHALLENGED INDIVI 1,000
    HENRY MARIANNA GREENE SPECIAL EQUESTRIANS
    29401 ALABAMA HWY 21 S
    TALLADEGA,AL35160     		    SPECIAL EQUESTRIAN PROGRAM FOR DISABLED CHILDREN 1,000
    HERO FOUNDATION
    2100 3RD AVE N
    BIRMINGHAM,AL35203     		    MEETING NEEDS OF PEOPLE IN CRISIS 500
    HUMANE SOCIETY
    300 SNOW DRIVE
    BIRMINGHAM,AL35209     		    HOUSING FOR NEEDY PETS 250
    JDRF - ALABAMA CHAPTER
    600 BEACON PARKWAY WEST STE 860
    BIRMINGHAM,AL35209     		    JUVENILE DIABETES RESEARCH 1,000
    JUNIOR LEAGUE OF BIRMINGHAM
    2212 20TH AVE S
    BIRMINGHAM,AL35223     		    PROMOTION OF VOLUNTARISM 1,250
    LEADERSHIP BIRMINGHAM
    1710 6TH AVE NORTH
    BIRMINGHAM,AL35203     		    LEADERSHIP TRAINING FOR ADULTS 250
    LEUKEMIA & LYMPHOMA SOCIETY
    100 CHASE PARK S SUTIE 220
    BIRMINGHAM,AL35244     		    LEUKEMIA & LYMPHOMA MEDICAL RESEARCH 2,500
    LINLY HEFLIN UNIT
    13 OFFICE PARK CIRCLE
    BIRMINGHAM,AL35223     		    PROMOTE WOMEN'S EDUCATION 500
    LOVELADY CENTER
    7916 2ND AVE SOUTH
    BIRMINGHAM,AL35206     		    PROVIDING NEEDS FOR AT RISK WOMEN AND CHILDREN 500
    MAGIC MOMENTS
    1600 7TH AVE S STE 219
    BIRMINGHAM,AL35205     		    SERVING CHILDREN WITH MEDICAL CONDITIONS 500
    MAKE WAY PARTNERS
    PO BOX 26367
    BIRMINGHAM,AL35260     		    FIGHTING HUMAN TRAFFICKING 500
    MCALLISTER'S TEA FOR TOTS
    731 S PEAR ORCHARD RD SUITE 51
    RIDGELAND,MS39157     		    SUPPORT OF CHILDREN'S CHARITY 1,000
    MCWANE SCIENCE CENTER
    200 19TH STREET N
    BIRMINGHAM,AL35203     		    SCIENCE EDUCATION FOR COMMUNITY 2,500
    MEDIA RESEARCH CENTER
    325 S PATRICK STREET
    ALEXANDRIA,VA22314     		    MEDIA EDUCATION 2,000
    MITCHELL'S PLACE
    4778 OVERTON ROAD
    IRONDALE ROAD,AL35210     		    AUTISM SPECTRUM DISORDER TREATMENT 250
    MONDAY MORNING QUARTERBACK CLUB
    2019 4TH AVE N
    BIRMINGHAM,AL35203     		    SCHOLARSHIPS 10,000
    MOUNTAIN BROOK CITY SCHOOLS FOUNDATION
    32 VINE STREET
    BIRMINGHAM,AL35213     		    EDUCATIONAL SUPPLIES 500
    MOUNTAIN BROOK POLICEFIRE DEPT
    56 CHURCH STREET
    MOUNTAIN BROOK,AL35213     		    COMMUNITY PROTECTION 500
    MOUNTAIN BROOK SPORTS CORPORATION
    1201 11TH AVE S STE 200
    BIRMINGHAM,AL35205     		    YOUTH ATHLETICS 1,000
    NCCJ
    PO BOX 55911
    BIRMINGHAM,AL35255     		    FIGHT BIAS, BIGOTRY AND RACISM 750
    NICK'S KIDS CHARITIES
    BOX 870323
    TUSCALOOSA,AL35487     		    PROMOTE AND SUPPORT CHILDREN'S CAUSES 2,000
    PARKINSONS ASSOCIATION OF ALABAMA
    912 TULIP POPLAR LN
    BIRMINGHAM,AL35244     		    MEDICAL RESEARCH 3,500
    PATHWAYS
    409 RICHARD ARRINGTON JR BLVD N
    BIRMINGHAM,AL35203     		    ASSISTING HOMELESS WOMEN AND CHILDREN 1,000
    RED MOUNTIAN THEATRE
    3028 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		    SUPPORTING OF THE ARTS 250
    REGIONS CHARITY CLASSIC FOUNDATION
    100 GRANDVIEW PLACE
    BIRMINGHAM,AL35243     		    PROMOTE CHARITIES 5,000
    RISE PROGRAM
    25 BISHOP PLACE
    NEW BRUNSWICK,NJ089011181     		    SCHOLARSHIPS 1,000
    ROAR - THE CHARITY LEAGUE INC
    PO BOX 530233
    BIRMINGHAM,AL35253     		    SERVING HEARING AND SPEECH IMPAIRED CHILDREN 1,000
    SAMFORD UNIVERSITY
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		    COLLEGE EDUCATION 1,500
    SAV A LIFE
    1120 GADSDEN HIGHWAY
    BIRMINGHAM,AL35235     		    MEDICAL ASSISTANCE TO CRISIS PREGNANCIES 500
    SISKIN CHILDREN'S INSTITUTE
    1101 CARTER STREET
    CHATTANOOGA,TN37402     		    EARLY CHILDHOOD DEVELOPMENT AND SPECIAL EDUCATION 2,000
    SONGS FOR SIGHT
    PO BOX 55625
    BIRMINGHAM,AL35255     		    SUPPORT FOR EYE DISEASE RESEARCH 500
    ST FRANCIS OF ASSISI
    3545 CAHABA VALLEY ROAD
    INDIAN SPRINGS,AL35124     		    CHURCH 2,500
    THE CHARLEY FOUNDATION
    PO BOX 120126
    NASHVILLE,TN37212     		    SUPPADRESSING CRITICAL NEEDS OF CHILDREN 500
    THE FOUNDRY
    PO BOX 824
    BESSEMER,AL35021     		    RESCUE MISSION AND RECOVERY CENTER 750
    THE MUSEUM OF ART
    2000 REV ABRAHAM WOODS JR BLVD
    BIRMINGHAM,AL35203     		    ART MUSEUM 1,000
    TRINITY EPISCOPAL CHURCH
    PO BOX 1563
    BESSEMER,AL35021     		    CHURCH 50
    UAB COMP CANCER CENTER
    UNIVERSITY OF ALABAMA
    BIRMINGHAM,AL35294     		    CANCER RESEARCH AND TREATMENT 1,250
    UAB SCHOOL OF COMMUNICATION
    1530 3RD AVENUE S
    BIRMINGHAM,AL35294     		    SCHOLARSHIPS 1,000
    UAB SCHOOL OF NURSING
    1530 3RD AVENUE S
    BIRMINGHAM,AL35294     		    SCHOLARSHIPS 3,500
    UNITED WAY OF CENTRAL ALABAMA SUCCESS BY SIX
    3600 8TH AVE S
    BIRMINGHAM,AL35232     		    COMMUNITY ORGANIZATION AND MEETING COMMUNITY NEEDS 500
    Total .................................bullet 3a 83,685
    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          
    4 Dividends and interest from securities....     14 70,480  
    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 48,247  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..     14 -9,459  
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 109,268 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13109,268
    (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
    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 ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
     
    Employer identification number

    72-1399703
    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 ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
          		Employer identification number

    72-1399703
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
    ROBERT E LUCKIE JR CHARITABLE LEAD TRUST
     

         
    600 LUCKIE DRIVE
       
    BIRMINGHAM, AL   352232429

    		$270,000




    (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.)
    (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 ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
          		Employer identification number

    72-1399703
    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
     
    		$    
    (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 ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
          		Employer identification number

    72-1399703
    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 ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,675 0 0 0

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MORGAN KEEGAN - CORPORATE BONDS 0 0

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN KEEGAN - PREFERRED STOCK 224,779 220,450
    MORGAN KEEGAN - STOCK 673,990 677,535
    MORGAN KEEGAN - STOCK MUTUAL FUND 19,700 8,340
    MORGAN KEEGAN - STOCK MUTUAL FUNDS 467,966 441,684
    MORGAN KEEGAN - SPECIALTY MUTUAL FUNDS 35,824 34,736

    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN KEEGAN - SECURITIES FMV 278,250 301,940
    MORGAN KEEGAN - PRIVATE EQUITY FUNDS FMV 165,000 165,000
    MORGAN KEEGAN - LTD PARTNERSHIP FMV 53,689 77,230

    TY 2010 OtherExpensesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO DEDUCTIONS - MORGAN KEEGAN 4,655 4,655 0 0
    INTANGIBLE DRILLING COSTS 327 327 0 0


    TY 2010 OtherIncreasesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Description Amount
    LIMITED PARTNERSHIP NON TAXABLE DISTRIBUTIONS 3,462


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 21,406 21,406 0 0


    TY 2010 TaxesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES - EXISE 991 0 0 0