Form990-PF

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

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1297 CHURCH ST STATION   Room/suite
City or town, state, and ZIP code
NEW YORK, NY10008
A Employer identification number

13-6192467
B Telephone number (see page 10 of the instructions)

(212) 454-3785
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,947,831J 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      
4 Dividends and interest from securities...... 46,628 46,628  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,785
b Gross sales price for all assets on line 6a 821,087
7 Capital gain net income (from Part IV, line 2)... 96,785
8 Net short-term capital gain......... 0
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........ 143,413 143,413  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,816 9,408   9,408
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 219 219   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,018 1,018    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,053 10,645 0 9,408
25 Contributions, gifts, grants paid........ 96,287 96,287
26 Total expenses and disbursements. Add lines 24 and 25 116,340 10,645 0 105,695
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,073
b Net investment income (if negative, enter -0-) 132,768
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 14,337 43,758 43,758
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 1,064,815 Click to see attachment935,673 1,241,962
c Investments—corporate bonds (attach schedule)........ 383,658 Click to see attachment493,482 511,838
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 120,841 Click to see attachment137,806 150,273
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) 1,583,651 1,610,719 1,947,831
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......... 1,583,651 1,610,719
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,583,651 1,610,719
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,583,651 1,610,719
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 1,583,651
2 Enter amount from Part I, line 27a...................... 2 27,073
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,610,724
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,610,719
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 45. FPL GROUP INC COM   2009-05-01 2010-01-07
b 30. FPL GROUP INC COM   2009-05-01 2010-01-07
c 60. OCCIDENTAL PETE CORP COM   2006-05-18 2010-01-07
d 265. INTEL CORP COM   2007-06-13 2010-01-19
e 110. LABORATORY CORP AMER HLDGS COM NEW   2005-12-01 2010-02-08
230. UNITEDHEALTH GROUP INC COM   2009-12-07 2010-02-08
40. AMERICAN TOWER CORP CL A   2007-12-07 2010-02-09
95. BROADCOM CORP CL A   2008-09-03 2010-02-09
20. CELANESE CORP DE SER A COM   2008-09-03 2010-02-09
20. COLGATE PALMOLIVE CO COM   2006-05-18 2010-02-09
30. DARDEN RESTAURANTS INC COM   2008-09-03 2010-02-09
90. E M C CORP MASS   2007-12-07 2010-02-09
25. KOHLS CORP COM   2009-07-28 2010-02-09
55. LIMITED BRANDS INC COM   2009-09-23 2010-02-09
50. MARRIOTT INTL INC NEW CL A   2007-12-07 2010-02-09
90. MICROSOFT CORP COM   2007-12-07 2010-02-09
90. ORACLE CORP COM   2008-09-03 2010-02-09
30. PRICE T ROWE GROUP INC COM   2008-09-03 2010-02-09
30. ROCKWELL COLLINS INC COM   2007-12-07 2010-02-09
30. ST JUDE MED INC COM   2007-12-07 2010-02-09
30. STERICYCLE INC   2008-09-03 2010-02-09
30. SYSCO CORP COM   2008-09-03 2010-02-09
30. TJX COS INC NEW COM   2009-07-29 2010-02-09
35. EXXON MOBIL CORP COM   2010-01-07 2010-03-02
30. EXXON MOBIL CORP COM   1978-04-26 2010-03-02
75. MONSANTO CO NEW COM   2008-10-28 2010-03-02
80. PRICE T ROWE GROUP INC COM   2008-09-03 2010-03-02
60000. BNP PARIBAS DTD 2/4/2009 3/4/2010   2009-01-29 2010-03-05
60. UNITEDHEALTH GROUP INC COM   2009-11-06 2010-03-09
50. ACCENTURE PLC CL A   2008-09-03 2010-03-09
110. ST JUDE MED INC COM   2006-05-18 2010-03-12
80. ST JUDE MED INC COM   2006-05-18 2010-03-15
40. ST JUDE MED INC COM   2006-05-18 2010-03-15
50. ABBOTT LABS COM   2005-12-01 2010-03-17
75. ALPHA NAT RES INC COM   2010-03-02 2010-03-17
80. AMERICAN TOWER CORP CL A   2007-12-07 2010-03-17
120. AMETEK INC NEW COM   2006-05-18 2010-03-17
60. AMGEN INC COM   2008-10-28 2010-03-17
35. ANADARKO PETE CORP COM   2009-05-01 2010-03-17
25. APPLE COMPUTER INC COM   2009-12-22 2010-03-17
30. APPLE COMPUTER INC COM   2006-05-18 2010-03-17
135. BROADCOM CORP CL A   2008-09-03 2010-03-17
35. CAMERON INTL CORP COM   2010-03-02 2010-03-17
20. CAMERON INTL CORP COM   2006-02-09 2010-03-17
40. CELANESE CORP DE SER A COM   2008-09-03 2010-03-17
100. CELGENE CORP   2009-11-06 2010-03-17
45. CELGENE CORP   2007-12-11 2010-03-17
30. CHURCH & DWIGHT INC COM   2009-10-09 2010-03-17
245. CISCO SYS INC COM   2009-12-07 2010-03-17
190. CISCO SYS INC COM   2009-01-06 2010-03-17
25. COLGATE PALMOLIVE CO COM   2006-05-18 2010-03-17
15. CONCUR TECHNOLOGIES INC COM   2010-01-19 2010-03-17
50. DARDEN RESTAURANTS INC COM   2008-09-03 2010-03-17
215. E M C CORP MASS   2007-12-07 2010-03-17
45. EDWARDS LIFESCIENCES CORP   2008-09-03 2010-03-17
70. ENERGIZER HLDGS INC COM   2008-09-03 2010-03-17
60. EXPRESS SCRIPTS INC COM   2008-10-10 2010-03-17
15. EXXON MOBIL CORP COM   1978-04-26 2010-03-17
20. FREEPORT MCMORAN COPPER & GOLD INC CL B   2010-01-07 2010-03-17
130. GILEAD SCIENCES INC COM   2009-09-21 2010-03-17
15. GILEAD SCIENCES INC COM   2006-05-18 2010-03-17
13. GOOGLE INC CL A   2009-12-07 2010-03-17
75. HEWLETT PACKARD CO COM   2009-07-16 2010-03-17
190. INTEL CORP COM   2007-06-13 2010-03-17
25. INTERNATIONAL BUSINESS MACHINES CORP COM   2009-03-26 2010-03-17
45. J P MORGAN CHASE & CO COM   2006-05-18 2010-03-17
20. JOHNSON & JOHNSON COM   2008-10-28 2010-03-17
40. KOHLS CORP COM   2009-07-28 2010-03-17
125. LIMITED BRANDS INC COM   2009-09-23 2010-03-17
60. MARRIOTT INTL INC NEW CL A   2007-12-07 2010-03-17
30. MCDONALDS CORP COM   2008-09-03 2010-03-17
45. MCKESSON HBOC INC COM   2010-02-08 2010-03-17
225. MICROSOFT CORP COM   2008-09-03 2010-03-17
50. MONSANTO CO NEW COM   2004-04-26 2010-03-17
85. MORGAN STANLEY COM   2010-03-02 2010-03-17
80. MOSAIC CO COM   2009-05-07 2010-03-17
55. MYRIAD GENETICS INC COM   2009-05-15 2010-03-17
85. NIKE INC CL B   2007-12-07 2010-03-17
70. NORDSTROM INC COM   2009-10-19 2010-03-17
70. NORFOLK SOUTHERN CORP COM   2009-11-04 2010-03-17
225. ORACLE CORP COM   2008-09-03 2010-03-17
40. PARKER HANNIFIN CORP COM   2009-05-07 2010-03-17
85. PEPSICO INC COM   2008-09-03 2010-03-17
60. PRICE T ROWE GROUP INC COM   2008-09-03 2010-03-17
160. QUALCOMM INC COM   2008-09-03 2010-03-17
75. ROCKWELL COLLINS INC COM   2007-12-07 2010-03-17
70. ROPER INDS INC COM   2009-09-21 2010-03-17
50. SCHLUMBERGER LTD COM   2008-09-25 2010-03-17
95. SCRIPPS NETWORKS INTERACTIVE COM   2009-09-24 2010-03-17
35. SOLERA HOLDINGS INC COM   2010-01-20 2010-03-17
75. STEEL DYNAMICS INC COM   2010-01-07 2010-03-17
40. STERICYCLE INC   2007-06-13 2010-03-17
90. SYSCO CORP COM   2008-09-03 2010-03-17
45. TJX COS INC NEW COM   2009-07-28 2010-03-17
60. TRANSDIGM GROUP INC COM   2009-12-07 2010-03-17
65. UNITED TECHNOLOGIES CORP COM   2008-09-03 2010-03-17
40. UNITEDHEALTH GROUP INC COM   2009-10-19 2010-03-17
70. WAL MART STORES INC COM   2007-12-07 2010-03-17
40. ACCENTURE PLC CL A   2009-01-06 2010-03-17
55. COVIDIEN PLC ORD   2010-02-08 2010-03-17
30. TRANSOCEAN LTD ZUG COM   2008-09-03 2010-03-17
65. CHEDK POINT SOFTWARE TECH LTD COM SHS   2009-10-19 2010-03-17
119.053 DBTC US SMALL CAPITALIZATION FUND   2009-08-31 2010-03-31
45.947 DBTC US SMALL CAPITALIZATION FUND   2000-01-31 2010-03-31
50000. 13 MO BUFFERED QUADRUPLE OPPORTUNITY DTD 3/9/2009 4/8/2010   2009-03-04 2010-04-08
70. AMERICAN TOWER CORP CL A   2007-12-07 2010-04-14
40. CELGENE CORP   2007-12-11 2010-04-14
40. MONSANTO CO NEW COM   2004-04-26 2010-04-15
7. APPLE COMPUTER INC COM   2006-05-18 2010-04-26
100. GILEAD SCIENCES INC COM   2006-05-18 2010-04-26
75. MONSANTO CO NEW COM   2004-04-26 2010-04-26
45. ROCKWELL COLLINS INC COM   2007-12-07 2010-04-26
20. TRANSDIGM GROUP INC COM   2009-12-07 2010-04-26
85. UNITEDHEALTH GROUP INC COM   2009-10-19 2010-04-26
20. TRANSOCEAN LTD ZUG COM   2009-09-11 2010-04-26
10. TRANSOCEAN LTD ZUG COM   2008-09-16 2010-04-26
5. GILEAD SCIENCES INC COM   2006-05-18 2010-04-27
130. CAMERON INTL CORP COM   2006-02-09 2010-04-29
25. TRANSOCEAN LTD ZUG COM   2009-09-11 2010-04-29
30. INTERMUNE INC COM   2010-05-03 2010-05-05
240. SPDR GOLD TRUST   2010-03-19 2010-06-01
10. SPDR GOLD TRUST   2009-04-17 2010-06-01
140. DBTC TAXABLE INCOME FUND   1997-10-08 2010-06-15
45. JOHNSON & JOHNSON COM   2008-10-28 2010-06-16
95. MYRIAD GENETICS INC COM   2009-12-09 2010-06-16
35. MYRIAD GENETICS INC COM   2009-05-15 2010-06-16
35. PEPSICO INC COM   2008-09-03 2010-06-16
15. ABBOTT LABS COM   2010-06-21 2010-06-23
45. ABBOTT LABS COM   2005-12-01 2010-06-23
50. ENERGIZER HLDGS INC COM   2008-09-03 2010-06-23
40. PEPSICO INC COM   2008-09-03 2010-06-23
15. STERICYCLE INC   2010-06-21 2010-06-23
15. STERICYCLE INC   2007-06-13 2010-06-23
15. WAL MART STORES INC COM   2010-06-21 2010-06-23
45. WAL MART STORES INC COM   2007-12-07 2010-06-23
4. GOOGLE INC CL A   2009-09-23 2010-06-25
100. DBTC INTERNATIONAL FUND   2010-03-31 2010-06-30
20. AMGEN INC COM   2010-04-26 2010-07-14
10. AMGEN INC COM   2008-10-28 2010-07-14
45. ENERGIZER HLDGS INC COM   2010-06-21 2010-07-14
35. ENERGIZER HLDGS INC COM   2008-09-25 2010-07-14
110. STEEL DYNAMICS INC COM   2010-01-07 2010-07-14
35. STEEL DYNAMICS INC COM   2010-06-21 2010-07-15
115. CELANESE CORP DE SER A COM   2008-09-03 2010-07-23
25. MCKESSON HBOC INC COM   2010-06-21 2010-07-23
45. QUALCOMM INC COM   2006-05-18 2010-07-23
65. ZIMMER HLDGS INC COM   2010-03-12 2010-07-23
35. COVIDIEN PLC ORD   2010-02-08 2010-07-23
25000. 13 MONTH BUFFERED SUPER TRACK NOTES DTD 6/30/2009 7/28/2010   2009-06-25 2010-07-28
30. BROADCOM CORP CL A   2010-06-21 2010-08-02
20. BROADCOM CORP CL A   2008-09-03 2010-08-02
65. LIMITED BRANDS INC COM   2010-06-21 2010-08-02
20. NIKE INC CL B   2010-06-21 2010-08-02
25. NIKE INC CL B   2007-12-07 2010-08-02
135. COVIDIEN PLC ORD   2010-06-21 2010-08-02
390. BROADCOM CORP CL A   2008-09-03 2010-08-13
145. QUALCOMM INC COM   2006-05-18 2010-08-13
40. EDWARDS LIFESCIENCES CORP   2008-09-03 2010-09-13
35. EDWARDS LIFESCIENCES CORP   2008-09-03 2010-09-23
225. ALBERTO CULVER CO NEW COM   2010-06-21 2010-09-28
1700. BLACKROCK INFLATION PROTECTED BOND PORTFOLIO   2010-03-17 2010-09-29
50.406 EATON VANCE STRUCTURED EMERGING MKTS   2010-03-19 2010-09-29
1149.594 EATON VANCE STRUCTURED EMERGING MKTS   2007-05-11 2010-09-29
15. J P MORGAN CHASE & CO COM   2010-06-21 2010-09-30
85. J P MORGAN CHASE & CO COM   2006-05-18 2010-09-30
125. TJX COS INC NEW COM   2009-07-28 2010-10-01
10. ROCKWELL COLLINS INC COM   2010-06-21 2010-10-07
50. ROCKWELL COLLINS INC COM   2007-12-07 2010-10-07
200. DBTC TAXABLE INCOME FUND   1997-10-08 2010-10-15
40. OCCIDENTAL PETE CORP COM   2010-06-16 2010-10-26
40. INTERCONTINENTALEXCHANGE INC COM   2008-12-09 2010-11-05
50. PEPSICO INC COM   2010-08-13 2010-11-05
10. ROCKWELL COLLINS INC COM   2010-06-21 2010-11-05
80. ROCKWELL COLLINS INC COM   2008-09-03 2010-11-05
390. IPATH DOW JONES UBS COMMODITY INDEX TOTAL RETURN ETN   2007-06-14 2010-11-11
50. MOSAIC CO COM   2010-08-02 2010-12-07
65. ABBOTT LABS COM   2005-12-01 2010-12-13
30. HEWLETT PACKARD CO COM   2010-06-21 2010-12-13
65. HEWLETT PACKARD CO COM   2009-07-16 2010-12-13
20. MOSAIC CO COM   2010-08-02 2010-12-13
25. MOSAIC CO COM   2009-04-24 2010-12-13
30. WAL MART STORES INC COM   2007-12-07 2010-12-13
90. ZIMMER HLDGS INC COM   2010-03-15 2010-12-13
.5 AMETEK INC NEW COM   2010-06-21 2010-12-22
45. AMGEN INC COM   2008-10-28 2010-12-22
10. EDWARDS LIFESCIENCES CORP   2008-09-03 2010-12-22
(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 2,388   2,499 -111
b 1,592   1,666 -74
c 4,965   2,818 2,147
d 5,574   6,044 -470
e 7,729   5,734 1,995
7,480   6,521 959
1,654   1,722 -68
2,810   2,189 621
595   730 -135
1,605   1,205 400
1,151   881 270
1,525   1,763 -238
1,245   1,233 12
1,117   968 149
1,305   1,824 -519
2,527   3,105 -578
2,112   1,907 205
1,451   1,776 -325
1,600   2,218 -618
1,132   1,132  
1,546   1,750 -204
819   975 -156
1,137   1,083 54
2,297   2,447 -150
1,968   92 1,876
5,424   6,239 -815
4,108   4,736 -628
81,978   60,000 21,978
1,996   1,610 386
2,074   1,984 90
4,121   4,027 94
3,215   2,929 286
1,605   1,464 141
2,727   1,888 839
4,015   3,746 269
3,515   3,444 71
4,783   3,756 1,027
3,420   3,419 1
2,571   1,589 982
5,647   4,533 1,114
6,776   1,950 4,826
4,542   3,100 1,442
1,549   1,472 77
885   438 447
1,329   1,460 -131
6,348   5,460 888
2,856   2,280 576
2,024   1,707 317
6,437   5,869 568
4,992   4,295 697
2,100   1,507 593
648   658 -10
2,169   1,469 700
4,014   4,212 -198
4,419   2,630 1,789
4,233   6,008 -1,775
5,933   2,982 2,951
1,013   46 967
1,651   1,718 -67
6,096   6,052 44
703   409 294
7,418   7,412 6
3,951   2,944 1,007
4,216   4,047 169
3,212   2,473 739
1,975   1,942 33
1,293   1,226 67
2,206   1,973 233
3,091   2,195 896
1,722   2,189 -467
1,982   1,844 138
2,775   2,627 148
6,652   6,135 517
3,635   908 2,727
2,587   2,436 151
5,007   3,579 1,428
1,389   1,730 -341
6,006   5,549 457
2,767   2,520 247
3,868   3,494 374
5,729   4,761 968
2,608   1,831 777
5,646   5,870 -224
3,322   3,552 -230
6,212   7,765 -1,553
4,530   5,546 -1,016
4,081   3,611 470
3,327   4,400 -1,073
3,948   3,539 409
1,324   1,262 62
1,364   1,445 -81
2,213   1,742 471
2,616   2,914 -298
1,945   1,622 323
3,132   2,766 366
4,692   3,916 776
1,293   989 304
3,913   3,436 477
1,708   1,495 213
2,829   2,730 99
2,588   3,666 -1,078
2,241   1,962 279
9,599   7,774 1,825
3,704   4,141 -437
60,640   50,000 10,640
2,920   3,014 -94
2,426   2,027 399
2,627   726 1,901
1,884   455 1,429
4,070   2,729 1,341
4,904   1,361 3,543
2,993   3,327 -334
1,133   922 211
2,541   2,102 439
1,764   1,648 116
882   1,188 -306
204   136 68
5,024   2,844 2,180
1,961   2,059 -98
309   1,455 -1,146
28,752   26,040 2,712
1,198   852 346
11,646   11,385 261
2,650   2,758 -108
1,613   2,308 -695
594   1,101 -507
2,227   2,417 -190
712   723 -11
2,136   1,699 437
2,674   4,292 -1,618
2,512   2,762 -250
966   977 -11
966   653 313
759   765 -6
2,276   2,209 67
1,896   2,010 -114
20,006   24,313 -4,307
1,053   1,178 -125
527   570 -43
2,478   2,787 -309
1,927   2,995 -1,068
1,619   2,120 -501
507   571 -64
3,253   4,199 -946
1,641   1,630 11
1,758   2,123 -365
3,436   3,833 -397
1,374   1,737 -363
28,300   25,000 3,300
1,093   1,064 29
729   458 271
1,700   1,304 396
1,483   1,484 -1
1,854   1,632 222
5,016   6,529 -1,513
12,596   8,923 3,673
5,532   6,841 -1,309
2,327   1,169 1,158
2,390   1,023 1,367
8,486   6,288 2,198
19,397   18,530 867
756   687 69
17,232   16,129 1,103
573   583 -10
3,248   3,668 -420
5,600   4,506 1,094
590   583 7
2,949   3,697 -748
16,994   16,304 690
3,154   3,466 -312
4,651   3,300 1,351
3,249   3,276 -27
604   583 21
4,833   4,229 604
18,160   20,303 -2,143
3,497   2,450 1,047
3,074   2,454 620
1,252   1,424 -172
2,712   2,551 161
1,349   896 453
1,687   1,025 662
1,625   1,472 153
4,728   5,275 -547
20   14 6
2,561   2,564 -3
821   292 529
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       -111
b       -74
c       2,147
d       -470
e       1,995
      959
      -68
      621
      -135
      400
      270
      -238
      12
      149
      -519
      -578
      205
      -325
      -618
       
      -204
      -156
      54
      -150
      1,876
      -815
      -628
      21,978
      386
      90
      94
      286
      141
      839
      269
      71
      1,027
      1
      982
      1,114
      4,826
      1,442
      77
      447
      -131
      888
      576
      317
      568
      697
      593
      -10
      700
      -198
      1,789
      -1,775
      2,951
      967
      -67
      44
      294
      6
      1,007
      169
      739
      33
      67
      233
      896
      -467
      138
      148
      517
      2,727
      151
      1,428
      -341
      457
      247
      374
      968
      777
      -224
      -230
      -1,553
      -1,016
      470
      -1,073
      409
      62
      -81
      471
      -298
      323
      366
      776
      304
      477
      213
      99
      -1,078
      279
      1,825
      -437
      10,640
      -94
      399
      1,901
      1,429
      1,341
      3,543
      -334
      211
      439
      116
      -306
      68
      2,180
      -98
      -1,146
      2,712
      346
      261
      -108
      -695
      -507
      -190
      -11
      437
      -1,618
      -250
      -11
      313
      -6
      67
      -114
      -4,307
      -125
      -43
      -309
      -1,068
      -501
      -64
      -946
      11
      -365
      -397
      -363
      3,300
      29
      271
      396
      -1
      222
      -1,513
      3,673
      -1,309
      1,158
      1,367
      2,198
      867
      69
      1,103
      -10
      -420
      1,094
      7
      -748
      690
      -312
      1,351
      -27
      21
      604
      -2,143
      1,047
      620
      -172
      161
      453
      662
      153
      -547
      6
      -3
      529
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 96,785
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 110,481 1,634,883 0.067577
2008 117,939 2,060,840 0.057229
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2 0.124806
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 0.062403
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,793,295
5 Multiply line 4 by line 3....................... 5 111,907
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,328
7 Add lines 5 and 6......................... 7 113,235
8 Enter qualifying distributions from Part XII, line 4.............. 8 105,695
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 2,655
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 2,655
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 2,655
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 407
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 407
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,248
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 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)bulletME
    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 ofbulletDEUTSCHE BANK TRUST CO NA
    JANICE SMITH     Telephone no.bullet (212) 454-3785
    Located atbullet345 PARK AVENUENEW YORKNY ZIP+4bullet10154
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    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
     
    No
    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
    DEUTSCHE BANK TRUST COMPANY NA TRUSTEE
    3     		18,816    
    345 PARK AVENUE
    NEW YORK,NY10154
    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...........................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
    1,768,630
    b
    Average of monthly cash balances.......................
    1b
    51,974
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,820,604
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    1,820,604
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    27,309
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,793,295
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    89,665
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    89,665
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,655
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,655
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    87,010
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    87,010
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    87,010
    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
    105,695
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    105,695
    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
    105,695
    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 87,010
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:2008, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 0
    b From 2006....... 0
    c From 2007....... 0
    d From 2008....... 15,645
    e From 2009....... 29,423
    fTotal of lines 3a through e......... 45,068
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 105,695
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 87,010
    e Remaining amount distributed out of corpus 18,685
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 63,753
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		63,753
    10 Analysis of line 9:
    a Excess from 2006.... 0
    b Excess from 2007.... 0
    c Excess from 2008.... 15,645
    d Excess from 2009.... 29,423
    e Excess from 2010.... 18,685
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    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
    UNIVERSITY OF MAINE
    TWO ALUMNI PLACE
    ORONO,ME04469     		NONE EXEMPT ORGANIZATION'S GENERAL EXEMPT PURPOSE 48,143
    BOWDOIN COLLEGE
    3530 COLLEGE STATION
    BRUNSWICK,ME04011     		NONE EXEMPT ORGANIZATION'S GENERAL EXEMPT PURPOSE 16,048
    COLBY COLLEGE
    4341 MAYFLOWER HILL
    WATERVILLE,ME04901     		NONE EXEMPT ORGANIZATION'S GENERAL EXEMPT PURPOSE 12,036
    BATES COLLEGE
    220 COLLEGE STREET
    LEWISTON,ME04240     		NONE EXEMPT ORGANIZATION'S GENERAL EXEMPT PURPOSE 20,060
    Total .................................bullet 3a 96,287
    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          
    4 Dividends and interest from securities....     14 46,628  
    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 96,785  
    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)..   143,413  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13143,413
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DBTCO TAXABLE INCOME FUND 261,176 273,302
    PIMCO DEVELOPING LOCAL MARKETS 76,342 83,401
    ARTIO GLOBAL HIGH INCOME FUND 80,987 81,112
    13 MONTH BUFF SUPER TRACK NTS    
    BLACKROCK INFLA PROTEC BOND 54,827 54,777
    WELLS FARGO INTL ADV BN 20,150 19,246

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS    
    AMERICAN TOWER CORP CL A 6,439 7,746
    AMETEK INC NEW COM 8,831 16,191
    APPLE INC COM 9,398 36,449
    CAMERON INTL CORP COM    
    CELGENE CORP COM 13,069 17,151
    CISCO SYS INC COM 11,918 20,028
    COLGATE PALMOLIVE CO COM 4,218 5,626
    E M C CORP MASS COM 11,135 13,626
    EXPRESS SCRIPTS INC COM 6,696 13,783
    EXXON MOBIL CORP COM 8,817 13,162
    GILEAD SCIENCES INC COM 6,450 8,154
    HEWLETT PACKARD CO COM 6,262 6,736
    INTEL CORP COM 8,920 10,830
    INTERCONTINENTAL EXCHANGE INC    
    JP MORGAN CHASE & CO COM    
    JOHNSON & JOHNSON COM    
    LABORATORY CORP AMER HLDGS    
    MARRIOTT INTL INC NEW CL A 8,716 10,094
    MICROSOFT CORP COM 13,171 16,606
    MONSANTO CO NEW COM    
    NIKE INC CL B 9,466 12,386
    OCCIDENTAL PETE CORP COM 8,971 10,791
    ORACLE CORP COM 13,287 19,563
    QUALCOMM INC COM 9,470 11,383
    ROCKWELL COLLINS INC COM    
    ST JUDE MED INC COM    
    STERICYCLE INC COM 3,701 6,878
    SYSCO CORP COM 7,737 7,056
    UNITED TECHNOLOGIES CORP COM 7,581 11,021
    WAL MART STORES INC COM 4,127 4,584
    DARDEN RESTAURANTS INC COM 6,069 8,127
    MCDONALDS CORP COM 3,345 4,606
    ENERGIZER HLDGS INC COM    
    PEPSICO INC COM 8,245 9,146
    SCHLIMBERGER LTD COM 10,431 10,855
    TRANSOCEAN LTD ZUG COM    
    PRICE T ROWE GROUP INC COM 12,889 14,522
    AMGEN INC COM 4,555 4,392
    EDWARDS LIFESCIENCES CORP COM 2,192 6,063
    BROADCOM CORP CL A    
    GOOGLE INC CL A 11,662 14,255
    ACCENTURE LTD CL A 3,640 5,334
    CELANESE CORP DE SER A COM    
    EATON VANCE STRUCTURED EMERG 117,537 139,031
    DBTCO INTERNATIONAL FUND 252,545 358,161
    DBTCO U.S. SMALL CAP FUND 74,310 88,668
    KOHLS CORP 6,901 7,608
    LIMITED BRANDS INC 6,355 11,216
    NORDSTROM INC 5,360 6,569
    SCRIPPS NETWORKS INTERACTIVE 7,496 11,126
    CHURCH & DWIGHT INC 5,386 6,212
    UNITEDHEALTH GROUP INC    
    INT'L BUS MACHS 4,945 7,338
    CHECKPOINT SOFTWARE TECH LTD 4,232 6,476
    FPL GROUP INC    
    TJX COS INC    
    ALPHA NAT RES INC 7,998 12,006
    ANADARKO PETE CORP 8,245 11,424
    MYRIAD GENETICS INC    
    NORFOLK SOUTHERN CORP    
    PARKER HANNIFIN CORP 9,877 15,103
    ROPER INDS INC 8,513 12,611
    TRANSDIGM GROUP INC 4,568 7,561
    MOSAIC CO 4,303 8,018
    13 MO BUFF QUAD OPP NTS    
    BNP PARIBAS DTD 2/4/09 3/4/10    
    AUTO LIV INC 4,892 5,526
    BORG WARNER INC 8,773 13,748
    DICKS SPORTING GOODS INC 4,378 5,813
    EOG RES INC 7,928 6,856
    NATIONAL-OILWELL VARCO INC 9,389 11,433
    METLIFE INC 4,449 4,444
    MORGAN STANLEY DEAN WITTER 7,304 7,211
    SCHWAB CHARLES CORP 5,928 5,390
    MCKESSON HBOC INC 7,976 8,798
    THORATEC CORP 5,696 4,390
    NAVISTAR INTL CORP 10,315 11,003
    NORFOLK SOUTHERN CORP 10,818 13,820
    ADOBE SYS INC 2,907 3,232
    AKAMI TECHNOLOGIES INC 6,978 6,822
    CONCUR TECH INC 7,378 8,568
    SOLERA HLDGS INC 5,696 7,698
    VERIFONE SYSTEMS INC 4,652 4,434
    VISA INC CL A 2,553 2,111
    FREEPORT-MCMORAN COPPER & GOLD 10,671 16,813
    HUNTSMAN CORP 6,527 6,244
    OWENS ILL INC 10,486 9,824
    BARCLAYS BANK PLC DTD 01/29/10 10,000 11,512

    TY 2010 InvestmentsOtherSchedule2
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DWS RREEF GLOBAL R E SEC FD AT COST 74,510 69,225
    IPATH DJ AIG COMM INDEX TOT AT COST 63,296 81,048
    SPDR GOLD TRUST      

    TY 2010 OtherDecreasesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Description Amount
    ROUNDING ADJUSTMENT 5


    TY 2010 OtherExpensesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY EXPENSES 1,018 1,018   0


    TY 2010 TaxesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR CO
    EIN: 13-6192467
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 173 173   0
    FOREIGN TAXES ON NONQUALIFIED 46 46   0