Form990-PF
Click to see attachment

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
Yokota Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o Foundation Source 501 Silversid   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

27-0602001
B Telephone number (see page 10 of the instructions)

(800) 839-1754
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$6,622,439J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 99 99  
4 Dividends and interest from securities...... 208,107 208,107  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 235,599
b Gross sales price for all assets on line 6a 5,511,646
7 Capital gain net income (from Part IV, line 2)... 235,599
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........ 443,805 443,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,760     2,760
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 54,318 54,318    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 5,770 1,514    
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 17,840 162   17,678
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,688 55,994   20,438
25 Contributions, gifts, grants paid........ 83,000 83,000
26 Total expenses and disbursements. Add lines 24 and 25 163,688 55,994   103,438
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 280,117
b Net investment income (if negative, enter -0-) 387,811
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 469,748 164,936 164,936
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   4,647    
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) 1,124,656 Click to see attachment568,547 592,582
b Investments—corporate stock (attach schedule)........ 3,401,019 Click to see attachment5,028,514 5,326,384
c Investments—corporate bonds (attach schedule)........ 1,020,571 Click to see attachment538,761 538,537
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,020,641 6,300,758 6,622,439
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
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 6,020,641 6,300,758
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,020,641 6,300,758
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,020,641 6,300,758
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 6,020,641
2 Enter amount from Part I, line 27a...................... 2 280,117
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,300,758
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 6,300,758
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 Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,511,646   5,276,047 235,599
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       235,599
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 235,599
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 12,149 4,936,298 000.002461
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2 000.002461
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. . . 		3 000.002461
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 6,208,278
5 Multiply line 4 by line 3....................... 5 15,279
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,878
7 Add lines 5 and 6......................... 7 19,157
8 Enter qualifying distributions from Part XII, line 4.............. 8 103,438
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 3,878
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 3,878
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,878
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 3,600
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.............. Tax Paid Original Return: 3600 7 3,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 278
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    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 addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Yes
     
    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
    John R Warren Director / Secretary / Treasurer
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Tina L Warren Director
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Brenna L Winiecki Director
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    Robert C Winiecki President / Director
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    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...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,072,273
    b
    Average of monthly cash balances.......................
    1b
    230,547
    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
    6,302,820
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    6,302,820
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment............................
    4
    94,542
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,208,278
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    310,414
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    310,414
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    3,878
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,878
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    306,536
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    306,536
    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
    306,536
    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 Click to see attachment..........
    1a
    103,438
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    103,438
    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
    3,878
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    99,560
    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 7 306,536
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 93,360
    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$ 103,438
    a Applied to 2009, but not more than line 2a 93,360
    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..... 10,078
    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 ..........     		296,458
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Brenna L Winiecki
    John R Warren
    Robert C Winiecki
    Tina L Warren
    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
    COPD-SUPPORT INC
    85 MAIN ST
    WINDHAM,ME04062     		N/A 509(a)(1) General Unrestricted 5,000
    IRAQ STAR INC
    7 WHITE SUN WAY
    RANCHO MIRAGE,CA92270     		N/A 509(a)(1) General Unrestricted 18,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDES PL
    MEMPHIS,TN38105     		N/A 509(a)(1) General Unrestricted 20,000
    ST MARIA GORETTI PARISH DIRECTOR OF
    17102 SPRING MILL RD
    WESTFIELD,IN46074     		N/A 509(a)(1) Bell Tower Campaign 40,000
    Total .................................bullet 3a 83,000
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 99  
    4 Dividends and interest from securities....     14 208,107  
    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     18 235,599  
    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)..   443,805  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13443,805
    (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: 10000149
    Software Version: 2010.2.13
    Part VI Line 7 - Tax Paid Original Return: 3600


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 GeneralExplanationAttachment
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Identifier Return Reference Explanation

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TEVA PHARMACEUTICALS BV 3.000 06/15/2015 88166CAA6 1000000.00% 10,435 10,175
    ALLSTATE CORP - 5.000 - 08/15/2014 020002AR2 1000000.00% 10,615 10,920
    BANK OF NY MELLON MTN - 4.950 - 11/01/2012 06406HBE8 1300000.00% 14,100 13,982
    BBT CORP SR NT - 3.850 - 07/27/2012 05531FAC7 1300000.00% 13,319 13,543
    BERKSHIRE HATHAWAY - 4.000 - 04/15/2012 084664BK6 3000000.00% 31,597 31,199
    BOEING CO NOTE 03.50000 02/15/2015 097023AY1 1300000.00% 13,222 13,634
    CAMPBELL SOUP NOTE - 3.375 - 08/15/2014 134429AU3 1000000.00% 10,201 10,513
    CELLCO PART - 3.750 - 05/20/2011 92344SAT7 1300000.00% 13,455 13,161
    CHEVRON CORP SR NT - 3.450 - 03/03/2012 166751AK3 1800000.00% 18,893 18,574
    CME GROUP INC MTN - 5.400 - 08/01/2013 12572QAA3 2800000.00% 30,271 30,793
    CREDIT SUISSE FB - 6.125 - 11/15/2011 22541LAB9 1800000.00% 19,679 18,778
    DIAGEO FINANCE 3.875 4/01/11 25244SAB7 1300000.00% 13,459 13,107
    EBAY INC SR NT-1.625-10/15/2015 278642AB9 2000000.00% 19,926 19,191
    GE CAP CORP MTN BE - 5.000 - 11/15/2011 36962GT38 3000000.00% 31,646 31,087
    GE CO NT - 5.000 - 02/01/2013 369604AY9 1800000.00% 19,077 19,274
    GENERAL DYNAMICS CORP - 1.800 - 07/15/2011 369550AP3 1500000.00% 15,211 15,131
    METLIFE INC GLBL NT - 5.500 - 06/15/2014 59156RAH1 1000000.00% 10,647 10,904
    NATL RURAL UTIL - 2.625 - 09/16/2012 637432LT0 1000000.00% 10,113 10,278
    NOVARTIS CAPITAL CORP - 4.125 - 02/10/2014 66989HAA6 1800000.00% 18,882 19,098
    ORACLE CORP NOTES 04.95000 04/15/2013 68389XAD7 1400000.00% 15,257 15,252
    PHILIP MORRIS INC - 4.875 - 05/16/2013 718172AB5 1300000.00% 13,849 14,088
    PRAXAIR INC - 1.750 - 11/15/2012 74005PAW4 1500000.00% 14,957 15,196
    SHELL INTL FIN B/E - 1.300 - 09/22/2011 822582AG7 1800000.00% 17,999 18,117
    TOTAL CAPITAL - 3.125 - 10/02/2015 89152UAA0 1500000.00% 14,934 15,368
    TOTAL CAPITAL GTD-3.0-06/24/2015 89152UAC6 1800000.00% 17,930 18,377
    UPS - 4.500 - 01/15/2013 911312AG1 1800000.00% 19,254 19,298
    UPS - 5.125 - 04/01/2019 911312AK2 1500000.00% 16,086 16,742
    WAL MART STORES INC NT - 3.000 - 02/03/2014 931142CN1 1800000.00% 18,273 18,708
    WAL MART STORES-1.500-10/25/2015 931142CX9 2500000.00% 24,921 23,961
    WALT DISNEY CO SR NT - 4.700 - 12/1/2012 254687AV8 1500000.00% 16,216 16,077
    WELLPOINT INC NT 5.00000 01/15/2011 94973VAJ6 1000000.00% 10,384 9,952
    WMC FIN USA LTD NT - 5.125 - 05/15/2013 92928WAF2 1300000.00% 13,953 14,059

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Name of Stock End of Year Book Value End of Year Fair Market Value
    147 shares of 3M CO MMM 13,273 12,686
    103 shares of A B ELECTRLX S ADR ELUXY.PK 5,066 5,845
    29 shares of A123 SYSTEMS INC AONE 267 277
    48 shares of ABAXIS, INC ABAX 1,142 1,289
    61 shares of ABB LTD. ABB 1,322 1,369
    26 shares of ABERCROMBIE FITCH ANF 1,146 1,498
    61 shares of ACCENTURE PLC ACN 2,738 2,958
    820 shares of ACOM CO LTD SP ADR ACMUY.PK 2,773 2,460
    39 shares of ACUITY BRANDS INC AYI 1,937 2,249
    11 shares of ADMINISTAFF INC ASF 238 322
    849 shares of ADOBE SYSTEMS, INC. ADBE 23,996 26,132
    64 shares of ADVANCED ENERGY IND INC AEIS 915 873
    18 shares of ADVENT SOFTWARE, INC. ADVS 968 1,043
    16 shares of ADVISORY BOARD COMPANY THE ABCO 748 762
    12 shares of AECOM TECHNOLOGY CORPORATION ACM 354 336
    3767 shares of AES CORP AES 46,372 45,881
    736 shares of AETNA INC. NEW AET 22,764 22,455
    24 shares of AFFILIATED MANAGERS GROUP AMG 2,090 2,381
    314 shares of AFLAC INC. AFL 17,414 17,719
    316 shares of AIR FRANCE AFLYY.PK 5,692 5,748
    119 shares of AKZO NOBEL NV-ADR AKZOY.PK 7,105 7,393
    97 shares of ALASKA AIR GROUP INC ALK 5,100 5,499
    2137 shares of ALCATEL LUCENT ALU 7,280 6,326
    3 shares of ALEXANDRIA REAL ESTATE EQUITIES INC ARE 225 220
    4 shares of ALEXION PHARMACEUTICALS, INC. ALXN 306 322
    31 shares of ALIGN TECHNOLOGY, INC. ALGN 534 606
    284 shares of ALLEGHENY TECH NEW ATI 13,266 15,671
    466 shares of ALLERGAN INC. AGN 33,528 32,000
    462 shares of ALLIANZ SE ADR AZSEY.PK 5,776 5,484
    287 shares of ALLSTATE CORP ALL 8,822 9,150
    259 shares of ALUMINA LTD ADS AWC 1,785 2,637
    200 shares of AMAZON COM AMZN 33,380 36,000
    20 shares of AMERICAN CAPITAL AGENCY CORP. AGNC 536 575
    73 shares of AMERICAN EAGLES OUTFITTERS INC. AEO 1,126 1,068
    229 shares of AMERICAN ELECTRIC POWER INC. AEP 8,297 8,239
    301 shares of AMERICAN EXPRESS CO AXP 11,696 12,919
    36 shares of AMERICAN MED SYS HLDGS AMMD 703 679
    22 shares of AMERICAN PUBLIC EDUCATION, INC. APEI 677 819
    292 shares of AMERICAN TOWER CORP CL A AMT 14,652 15,079
    25 shares of AMERIGON INCORPORATED ARGN 259 272
    206 shares of AMERIPRISE FINANCIAL INC AMP 11,334 11,855
    390 shares of AMGEN INC AMGN 22,140 21,411
    129 shares of AMKOR TECHNOLOGY, INC AMKR 952 956
    51 shares of AMSURG CORP AMSG 941 1,068
    32 shares of ANCESTRY.COM INC ACOM 835 906
    50 shares of ANGELICA CP AGL 1,920 1,793
    136 shares of ANGLO AMERICAN PLC - AMERICAN DEPOSITARY SHARES EX AAUK 3,050 3,551
    101 shares of ANHEUSER BUSCH COS INC BUD 6,267 5,766
    34 shares of ANIXTER INTL INC AXE 1,462 2,031
    34 shares of ANNTAYLOR STRS CORP ANN 738 931
    109 shares of ANTOFAGASTA PLC S/ADR ANFGY.PK 4,621 5,546
    425 shares of APOLLO GROUP INC CL A APOL 15,496 16,783
    115 shares of APOLLO INVESTMENT CORP AINV 1,219 1,273
    239 shares of APPLE INC. AAPL 65,433 77,091
    11 shares of APTAR GROUP INC ATR 495 523
    91 shares of ARCELOR MITTAL MT 2,947 3,470
    378 shares of ARCHER DANIELS MDLND ADM 11,850 11,370
    21 shares of ARES CAPITAL CORPORATION - CLOSED END FUND ARCC 344 346
    40 shares of ARRIS GROUP INC - COMMON STOCK ARRS 471 449
    78 shares of ARVINMERITOR INC ARM 1,218 1,601
    164 shares of ASAHI KAISAI CP ADR AHKSY.PK 1,981 2,140
    115 shares of ASHLAND INC. ASH 5,858 5,849
    84 shares of ASPEN TECHNOLOGY, INC AZPN 931 1,067
    207 shares of ASSURANT INC AIZ 7,795 7,974
    138 shares of ASTRAZENECA AZN 6,344 6,374
    751 shares of ATT CORP COM NEW T 21,982 22,064
    21 shares of ATHEROS COMMUNICATIONS, INC ATHR 655 754
    118 shares of ATMI INC. ATMI 2,055 2,353
    194 shares of AUSTRALIA N Z ADS ANZBY.PK 4,413 4,664
    124 shares of AUTOLIV INC ALV 9,297 9,789
    34 shares of AUXILIUM PHARMACEUTICALS, INC. AUXL 826 717
    77 shares of AXA ADS AXAHY.PK 1,851 1,282
    155 shares of BAE SYSTEMS PLC SP/AR BAESY.PK 3,439 3,232
    19 shares of BALL CP BLL 1,041 1,293
    234 shares of BANCO BILBAO ARG SA BBVA 3,548 2,380
    330 shares of BANCO SANTANDER CEN STD 4,824 3,515
    312 shares of BANCO SANTANDERBR ADR EACH REPR 1 UNITCOMPR BSBR 4,558 4,243
    37 shares of BANCORPSOUTH INC BXS 529 590
    555 shares of BANK NEW YORK MELLON CORP COM BK 14,151 16,761
    2452 shares of BANK OF AMERICA CORP BAC 34,130 32,710
    323 shares of BANK OF CHINA UNSP/ADR BACHY.PK 4,874 4,225
    57 shares of BARCLAYS PLC ADR BCS 1,076 942
    176 shares of BASF AG SPONS ADR BASFY.PK 12,551 14,073
    86 shares of BAXTER INTERNATIONAL INC. BAX 4,431 4,353
    26 shares of BE AEROSPACE, INC. BEAV 878 963
    24 shares of BEIJING ENTRPR HLDG S/ADR BJINY.PK 1,625 1,495
    39 shares of BELDEN INC BDC 1,112 1,436
    100 shares of BELO CORP BLC 621 708
    35 shares of BERRY PETROLEUM CO A BRY 1,197 1,530
    304 shares of BEST BUY INC. BBY 11,824 10,424
    58 shares of BG GROUP PLC ADS BRGYY.PK 5,559 5,916
    74 shares of BHP BILLITON LIMITED BHP 5,663 6,876
    28 shares of BILL BARRETT CORP BBG 853 1,152
    120 shares of BIOGEN IDEC INC BIIB 7,534 8,046
    51 shares of BIOMIMETIC THERAPEUTICS INC. BMTI 577 648
    41 shares of BJS WHLSL CLUB INC BJ 1,415 1,964
    17 shares of BLACK HILLS CORP BKH 501 510
    35 shares of BLACKBOARD INC BBBB 1,443 1,446
    26 shares of BLACKROCK INC BLK 4,815 4,955
    337 shares of BNP PARIBAS SPONS ADR BNPQY.PK 12,528 10,767
    217 shares of BOEING CO BA 15,517 14,161
    45 shares of BOISE INC BZ 308 357
    140 shares of BORG WARNER INC. BWA 7,553 10,130
    46 shares of BOSTON PRIVATE FINANCIAL HOLDINGS, INC. - COMMON S BPFH 294 301
    35 shares of BOYD GAMING CORP BYD 279 371
    489 shares of BP P L C SPONSORED ADR BP 19,935 21,599
    31 shares of BRADY CP CL A BRC 938 1,011
    68 shares of BRIDGEPOINT EDUCATION BPI 981 1,292
    22 shares of BRINKS CO BCO 557 591
    378 shares of BRISTOL-MYERS SQUIBB CO BMY 10,089 10,009
    84 shares of BRITISH AIRWAYS ADR BAY 1,755 1,777
    76 shares of BRITISH AMERICAN TOBACCO PLC BTI 5,616 5,905
    220 shares of BROCADE COMMUNICATIONS SYST INC. BRCD 1,268 1,164
    36 shares of BRUKER CORPORATION BRKR 554 598
    91 shares of BT GROUP PLC ADS BT 2,181 2,597
    7 shares of BUCKLE INC BKE 189 264
    75 shares of BUNZL PLC SPONSORED ADR NEW BZLFY.PK 4,498 4,286
    22 shares of CACI INTL INC CACI 1,001 1,175
    437 shares of CAL DIVE INTL INC DVR 2,888 2,478
    23 shares of CALAMOS ASSET MANAGEMENT A CLMS 291 322
    100 shares of CALLAWAY GOLF CO. ELY 714 807
    180 shares of CAMERON INTERNATIONAL CORP CAM 7,553 9,131
    456 shares of CANADIAN NATURAL RESOURCES LTD CNQ 16,387 20,256
    106 shares of CANON INC. CAJ 4,924 5,442
    3 shares of CAPELLA EDUCATION COMPANY CPLA 162 200
    493 shares of CAPITAL ONE FINANCIAL CORP COF 19,850 20,982
    59 shares of CARDINAL FINANCIAL CORPORATION CFNL 595 686
    47 shares of CAREER EDUCATION CORPORATION CECO 834 974
    8 shares of CARLISLE COS INC CSL 274 318
    66 shares of CARNIVAL PLC ADS CUK 2,764 3,060
    21 shares of CASEYS GENERAL STORES, INC. CASY 845 893
    129 shares of CATERPILLAR INC. CAT 10,075 12,082
    50 shares of CBL ASSOCIATES PROPERTIES INC CBL 788 875
    178 shares of CELGENE CORP CELG 10,652 10,527
    152 shares of CENOVUS ENERGY INC CVE 4,269 5,052
    115 shares of CENTERPOINT ENERGY CNP 1,539 1,808
    51 shares of CENTRAL GARDEN PET CO CENT 551 502
    45 shares of CENTRAL GARDEN PET CO CLASS A CENT-A 490 445
    245 shares of CENTRAL JAPAN RY CO ADR CJPRY.PK 1,786 2,021
    34 shares of CENTURY ALUMINUM COMPANY CENX 504 528
    97 shares of CEPHALON, INC. CEPH 6,550 5,987
    50 shares of CHART INDUSTRIES, INC. GTLS 1,180 1,689
    262 shares of CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP 10,849 12,120
    356 shares of CHEVRONTEXACO CORP CVX 30,253 32,485
    24 shares of CHICAGO BRIDGE IRON CBI 583 790
    123 shares of CHINA MOBILE HGK LTD CHL 6,253 6,103
    2 shares of CHIPOLTE MEX GRILL CMG 481 425
    229 shares of CHUBB CORP CB 12,999 13,658
    92 shares of CIGNA CI 3,381 3,373
    46 shares of CIMAREX ENERGY CO XEC 3,674 4,072
    1205 shares of CISCO SYSTEMS INC CSCO 28,185 24,377
    7266 shares of CITIGROUP INC C 30,879 34,368
    303 shares of CITRIX SYSTEMS INC CTXS 18,375 20,728
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    90 shares of SALESFORCE.COM CRM 9,801 11,880
    142 shares of SANDISK CORP SNDK 6,806 7,080
    178 shares of SANOFI-AVENTIS SPONSORED ADR SNY 6,850 5,737
    211 shares of SAP AKTIENGESELL ADS SAP 10,340 10,679
    25 shares of SAUER-DANFOSS INC SHS 564 706
    29 shares of SBA COMMUNICATIONS SBAC 1,145 1,187
    40 shares of SCANNA CORPORATION NEW SCG 1,444 1,624
    127 shares of SCHLUMBERGER LTD SLB 8,838 10,605
    537 shares of SCHNEIDER ELEC UNSP/ADR SBGSY.PK 7,609 8,238
    172 shares of SCHOLASTIC CORPORATION SCHL 5,071 5,081
    60 shares of SCHOOL SPECIALTY, INC SCHS 809 836
    16 shares of SCHWEITZER MAUDIT SWM 1,008 1,007
    54 shares of SCIENTIFIC GAMES CORP - CLASS A COMMON STOCK SGMS 492 538
    1080 shares of SCOR ADS SCRYY.PK 2,765 2,657
    6 shares of SCOTTS CO. CLASS A SMG 329 305
    315 shares of SEAGATE TECHNOLOGY STX 4,826 4,734
    346 shares of SEGA SAMMY HLDGS S/ADR SGAMY.PK 1,384 1,619
    34140 shares of SEI EMERGING MKTS DEBT FUND SITEX 363,644 377,590
    16597 shares of SEI EMERGING MKTS EQUITY FUND SIEMX 184,436 201,658
    97686 shares of SEI HIGH YIELD BOND FUND SHYAX 652,475 720,923
    26114 shares of SEI INST MGD TR MULTI-STRA A SMSAX 260,840 258,525
    55 shares of SEI US FIXED INCOME CL A SUFAX 599 570
    348 shares of SEKISUI HOUSE LTD SKHSY.PK 3,212 3,525
    90 shares of SELECT COMFORT CORPORATION SCSS 764 822
    441 shares of SGS SA UNSP ADR SGSOY.PK 7,078 7,426
    19 shares of SHAW GROUP INC SHAW 727 650
    10 shares of SHENANDOAH TELECOMMUNICATIONS CO SHEN 186 187
    25 shares of SHIRE PHARMACEUTICALS, INC SHPGY.PK 1,763 1,810
    128 shares of SHISEIDO CO LTD SSDOY.PK 2,618 2,806
    109 shares of SIEMENS A G ADR SI 12,188 13,543
    18 shares of SIGNATURE BANK SBNY 706 901
    276 shares of SILVER WHEATON CORP SLW 7,587 10,775
    102 shares of SMITH NEPHEW PLC ADR SNN 5,190 5,360
    103 shares of SMITH MICRO SOFTWARE, INC SMSI 1,234 1,621
    154 shares of SOCIEDAD QUIMICA Y MINERA DE CHILE S.A. CHILE SQM 7,911 8,997
    205 shares of SOCIETE GENERALE FRANCE SCGLY.PK 2,508 2,228
    89 shares of SODEXHO ALLIANCE SA SP ADR SDXAY.PK 5,830 6,199
    2 shares of SOFTBANK CP UNSP ADR SFTBY.PK 669 699
    94 shares of SOLARWINDS INC SWI 1,496 1,810
    88 shares of SONIC SOLUTIONS SNIC 1,038 1,320
    57 shares of SONY CORP ADR SNE 1,928 2,035
    12 shares of SOURCEFIRE, INC. FIRE 288 311
    11 shares of SOUTH JERSEY INDS INC SJI 553 581
    129 shares of SOUTHWESTERN ENERGY SWN 4,368 4,828
    339 shares of SPRINT NXTEL CP S 1,644 1,434
    67 shares of SSC TECHNOLOGIES INC SSNC 1,193 1,374
    751 shares of STAPLES INC. SPLS 15,785 17,100
    406 shares of STARBUCKS CORP COM SBUX 11,517 13,045
    80 shares of STATE STREET CORPORATION STT 3,645 3,707
    115 shares of STATOIL ASA ADS STO 2,377 2,734
    117 shares of STEC, INC. STEC 1,777 2,065
    600 shares of SUMITOMO MITSUI FINCL GRP SMFG 3,639 4,266
    237 shares of SUN HUNG KAI PY LTD S/ADR SUHJY.PK 4,029 3,908
    259 shares of SWEDBANK AB S/ADR SWDBY.PK 3,587 3,642
    42 shares of SWIFT ENERGY CO. SFY 1,355 1,644
    52 shares of SWISS REINSURANCE CO ADR SWCEY.PK 2,572 2,793
    15 shares of SYNAPTICS INC SYNA 439 441
    63 shares of SYNCHRONOSS TECHNOLOGIES, INC. SNCR 1,303 1,683
    272 shares of SYNGENTA AG ADS SYT 15,415 15,988
    50 shares of SYNOPSYS, INC. SNPS 1,267 1,346
    519 shares of SYNOVUS FINL CP SNV 1,228 1,370
    105 shares of TALBOTS INC TLB 921 895
    24 shares of TALEO CORP CL A TLEO 714 664
    169 shares of TARGET CORPORATION TGT 9,038 10,162
    57 shares of TCF FINANCIAL TCB 786 844
    58 shares of TECK COMINCO LIMITED CL B SV TCK 2,809 3,586
    40 shares of TEEKAY CORP TK 1,072 1,323
    215 shares of TELECOM ITALIA ADR TI 3,096 2,782
    243 shares of TELECOM ITALIA SPA TI-A 2,792 2,658
    35 shares of TELEDYNE TECH INC TDY 1,454 1,539
    30 shares of TELEFLEX INC. TFX 1,702 1,614
    60 shares of TELEFONICA S A ADR TEF 4,761 4,105
    172 shares of TELEPHONE DATA SYS INC. TDS 5,843 6,287
    17 shares of TEMPLE INLAND INC. TIN 303 361
    59 shares of TENNANT CO TNC 1,979 2,266
    336 shares of TERADATA CORPORATION TDC 12,865 13,830
    44 shares of TEREX CORP TEX 1,012 1,366
    47 shares of TESCO CORPORATION COM NPV TESO 658 746
    282 shares of TESCO PLC ADR TSCDY.PK 5,775 5,691
    89 shares of TETRA TECH INC NEW TTEK 1,913 2,230
    136 shares of TEVA PHARMECEUTICAL SP ADR TEVA 6,992 7,090
    1067 shares of TEXAS INSTRUMENTS INC. TXN 30,985 34,678
    46 shares of THERAVANCE, INC. THRX 920 1,153
    21 shares of TIBCO SOFTWARE TIBX 411 414
    40 shares of TIME WARNER CABLE INC TWC 2,482 2,641
    546 shares of TIME WARNER INC. TWX 17,358 17,565
    172 shares of TIMKEN CO COM TKR 7,657 8,210
    52 shares of TNS INC TNS 974 1,082
    246 shares of TNT N.V. ADS TNTTY.PK 6,669 6,485
    94 shares of TOPPAN PRINTING LTD ADR TONPY.PK 4,122 4,285
    16 shares of TORO CO TTC 926 986
    142 shares of TOTAL FINA ELF S.A. TOT 8,407 7,594
    15 shares of TRACTOR SUPPLY CO COM TSCO 584 727
    148 shares of TRANSOCEAN LTD. RIG 9,656 10,287
    258 shares of TRAVELERS COMPANIES INC THE TRV 14,820 14,373
    53 shares of TRIMAS CORPORATION TRS 1,163 1,084
    10 shares of TRIUMPH GROUP INC TGI 819 894
    25 shares of TRUSTMARK CORPORATION TRMK 541 621
    740 shares of TURKIYE GARANTI BANK TKGBY.PK 4,492 3,811
    161 shares of TYCO ELECTRONICS TEL 5,329 5,699
    321 shares of TYSON FOODS INC CL A TSN 4,847 5,528
    38 shares of ULTA SALON, COSMETICS FRAGRANCE, INC. ULTA 1,211 1,292
    303 shares of UNILEVER N V N Y UN 8,968 9,514
    140 shares of UNILEVER PLC AMER UL 4,304 4,323
    9 shares of UNISYS CP UIS 236 233
    495 shares of UNITED CONTINENTAL HOLDINGS UAL 13,346 11,791
    84 shares of UNITED TECHNOLOGIES CORP UTX 5,929 6,612
    18 shares of UNITED THERAPEUTICS CORP UTHR 1,080 1,138
    973 shares of UNITEDHEALTH GROUP INC. UNH 34,458 35,135
    7 shares of UNIVERSAL HLTH SVC B UHS 224 304
    287 shares of UNUM CORP UNM 6,731 6,951
    33 shares of USA MOBILITY INC USMO 353 586
    98 shares of V F CORP VFC 8,328 8,446
    122 shares of VALEO SA SPONS ADR VLEEY.PK 3,190 3,471
    308 shares of VALERO ENERGY CORP NEW VLO 5,963 7,121
    34 shares of VALIDUS HLDS LTD VR 923 1,041
    18 shares of VALSPAR CORP VAL 534 621
    31 shares of VASCO DATA SECURITY INTERNATIONAL, INC VDSI 277 252
    16 shares of VEECO INSTRUMENTS INC. VECO 627 687
    554 shares of VERISIGN INC VRSN 18,082 18,099
    114 shares of VERIZON COMMUNICATIONS VZ 3,811 4,079
    39 shares of VIROPHARMA INCORPORATED VPHM 639 675
    434 shares of VISA INC V 34,625 30,545
    43 shares of VISTAPRINT NV VPRT 1,677 1,978
    636 shares of VODAFONE GROUP PLC VOD 17,006 16,816
    166 shares of VOLVO AB ADR B VOLVY.PK 2,188 2,923
    151 shares of WAL-MART STORES INC. WMT 8,107 8,143
    597 shares of WALGREEN CO WAG 20,186 23,259
    30 shares of WATSON WYATT CO. HOLDINGS TW 1,527 1,562
    26 shares of WATTS WATER TECHNOLOGIES INC WTS 912 951
    9 shares of WD-40 COMPANY WDFC 286 363
    28 shares of WELLCARE HEALTH PLANS INC WCG 933 846
    155 shares of WELLPOINT INC WLP 8,889 8,813
    1076 shares of WELLS FARGO CO. WFC 30,858 33,345
    53 shares of WESCO INTL INC WCC 2,423 2,798
    119 shares of WESFARMERS LTD ADR WFAFY.PK 1,849 1,930
    21 shares of WESTAR ENERGY INC. WR 522 528
    231 shares of WESTERN DIGITAL CORP WDC 8,958 7,831
    35 shares of WESTPAC BANKING CP WBK 3,982 4,006
    44 shares of WESTPORT INNOVATIONS INC WPRT 796 815
    75 shares of WHIRLPOOL CORP WHR 5,841 6,662
    76 shares of WHITNEY HOLDING CORPORATION WTNY 615 1,075
    201 shares of WILLIS GROUP HOLDINGS LTD WSH 6,350 6,961
    20 shares of WMS INDUSTRIES INC WMS 891 905
    70 shares of WYNDHAM WORLDWIDE WYN 1,432 2,097
    493 shares of XEROX CP XRX 5,867 5,679
    69 shares of XYRATEX LTD XRTX 1,119 1,125
    19 shares of YAMAZAKI BAKING CO LTD YMZBY.PK 2,307 2,293
    202 shares of YUM BRANDS INC YUM 10,013 9,908
    36 shares of ZEBRA TECHNOLOGIES CORP ZBRA 1,285 1,368
    80 shares of ZIONS BANCORP ZION 1,720 1,938
    68 shares of ZORAN CORP ZRAN 520 598
    253 shares of ZURICH FINCL SVC AG S/ADR ZFSVY 5,962 6,550

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    US Government Securities - End of Year Book Value:

    568,547
    US Government Securities - End of Year Fair Market Value:

    592,582
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2010 LegalFeesSchedule
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General governance matters and counseling 2,760     2,760


    TY 2010 OtherExpensesSchedule
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 14,928     14,928
    Bank Charge 162 162    
    Foundation SetUp Fee 2,750     2,750


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 54,318 54,318    


    TY 2010 TaxesSchedule
    Name:
    Yokota Foundation
    EIN: 27-0602001
    Software ID:10000149
    Software Version:2010.2.13
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2010 3,600 0 0 0
    Excise Tax for 2009 70 0 0 0
    Foreign Tax Paid 1,514 1,514 0 0
    IRS Excise Tax Payment with 1st 990PF extension 586 0 0 0