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
GISELA B HOGAN CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O RIDGEWAY PHILANTHROPY 255 STAT   Room/suite
City or town, state, and ZIP code
BOSTON, MA021092167
A Employer identification number

04-3484188
B Telephone number (see page 10 of the instructions)

(617) 336-0700
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$5,405,405
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 122,211 122,425  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 164,746
b Gross sales price for all assets on line 6a 1,548,593
7 Capital gain net income (from Part IV, line 2)... 164,746
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........ 286,957 287,171  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 4,306 4,306 0 0
c Other professional fees (attach schedule).... 72,119 47,119   25,000
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) 3,739 3,739   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)....... 724 654   70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,888 55,818 0 25,070
25 Contributions, gifts, grants paid........ 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 330,888 55,818 0 275,070
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,931
b Net investment income (if negative, enter -0-) 231,353
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.......... 387,950 466,565 466,565
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)........ 2,749,807 2,522,103 3,196,432
c Investments—corporate bonds (attach schedule)........ 1,534,489 1,640,618 1,742,408
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,218    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,678,464 4,629,286 5,405,405
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......... 4,678,464 4,629,286
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).................... 4,678,464 4,629,286
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,678,464 4,629,286
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 4,678,464
2 Enter amount from Part I, line 27a...................... 2 -43,931
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 6
4 Add lines 1, 2, and 3.......................... 4 4,634,539
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,253
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 4,629,286
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 225. BRISTOL MYERS SQUIBB CO   2009-03-17 2010-01-06
b 170. BRISTOL MYERS SQUIBB CO   2008-11-07 2010-01-06
c 50. UNITED TECHNOLOGIES CORP   2009-05-21 2010-01-06
d 90. UNITED TECHNOLOGIES CORP   2009-01-05 2010-01-06
e 160. BECTON DICKINSON & CO   2009-05-21 2010-01-08
110. BECTON DICKINSON & CO   2009-01-05 2010-01-08
295. RESEARCH IN MOTION LIMITED   2009-05-21 2010-01-08
2034.93 PSNH FDG LLC ABS 6.480% 5/01/15   2007-10-15 2010-02-01
165. ACE LIMITED   2009-05-21 2010-02-12
110. ACE LIMITED   2009-02-09 2010-02-12
21. APPLE COMPUTER INC   2009-05-21 2010-03-05
24. APPLE COMPUTER INC   2008-03-13 2010-03-05
3546.57 CENTERPOINT ABS 5.630% 9/15/15   2009-01-23 2010-03-15
22. AFLAC INC   2009-05-21 2010-03-23
58. AFLAC INC   2009-01-05 2010-03-23
60. ACTIVISION BLIZZARD, INC   2009-11-13 2010-03-23
20. AETNA INC - NEW   2010-01-08 2010-03-23
35. AMGEN INC   2009-02-09 2010-03-23
20. APPLE COMPUTER INC   2009-05-21 2010-03-23
90. CVS CORPORATION   2008-08-01 2010-03-23
40. CELGENE CORP   2009-02-09 2010-03-23
185. CHESAPEAKE ENERGY CORP   2008-11-07 2010-03-23
11. CHEVRONTEXACO CORP.   2009-05-21 2010-03-23
19. CHEVRONTEXACO CORP.   2008-11-07 2010-03-23
145. CISCO SYSTEMS INC   2009-05-21 2010-03-23
20. CISCO SYSTEMS INC   2008-03-13 2010-03-23
5. COLGATE-PALMOLIVE CO   2009-05-21 2010-03-23
15. COLGATE-PALMOLIVE CO   2008-11-07 2010-03-23
45. COMCAST CORP-A   2009-11-04 2010-03-23
55. CORNING INC   2009-11-13 2010-03-23
55. EMERSON ELECTRIC CO   2009-02-09 2010-03-23
65. ENSCO PLC SPONS ADR   2009-01-05 2010-03-23
55. EXXON MOBIL CORPORATION   2009-01-05 2010-03-23
295. GENERAL ELECTRIC CO   2008-10-10 2010-03-23
30. GENZYME CORP - GENL DIVISION   2009-07-30 2010-03-23
15. HOLOGIC INC   2009-04-20 2010-03-23
130. HOLOGIC INC   2008-05-02 2010-03-23
96. INTEL CORP   2010-01-06 2010-03-23
24. INTEL CORP   2008-03-13 2010-03-23
15. INTL BUSINESS MACHINES CORP   2009-02-09 2010-03-23
70. JP MORGAN CHASE & CO   2008-02-11 2010-03-23
45. JOHNSON & JOHNSON   2009-02-09 2010-03-23
32. L-3 COMMUNICATIONS HLDGS INC   2009-09-18 2010-03-23
3. L-3 COMMUNICATIONS HLDGS INC   2008-03-13 2010-03-23
42. MEMC ELECTRONIC MATERIALS   2009-05-21 2010-03-23
103. MEMC ELECTRONIC MATERIALS   2008-11-07 2010-03-23
3905.511 MAINSTAY INTERNATIONAL EQ I   2009-06-04 2010-03-23
8367.354 MAINSTAY INTERNATIONAL EQ I   2008-11-10 2010-03-23
85. MCDERMOTT INTERNATIONAL INC   2010-01-06 2010-03-23
50. MCDONALDS CORP   2009-01-05 2010-03-23
165. MICROSOFT CORP   2000-08-14 2010-03-23
30. MONSANTO CO NEW   2009-05-21 2010-03-23
10. MONSANTO CO NEW   2009-03-17 2010-03-23
60. MORGAN STANLEY DEAN WITTER   2010-01-08 2010-03-23
10. MOSAIC CO COM   2009-05-26 2010-03-23
85. NYSE EURONEXT INC   2010-03-05 2010-03-23
5. NIKE INC CL B   2009-04-20 2010-03-23
25. NIKE INC CL B   2009-01-05 2010-03-23
35. PHILIP MORRIS INTERNATIONAL   2008-03-13 2010-03-23
45. PROCTER & GAMBLE CO   2009-01-05 2010-03-23
50. QUALCOMM, INC.   2010-03-22 2010-03-23
5. RIO TINTO PLC SPONS ADR   2009-05-21 2010-03-23
40. SCHLUMBERGER LTD   2008-09-22 2010-03-23
30. STATE STREET CORP   2009-05-21 2010-03-23
35. TARGET CORPORATION   2008-03-11 2010-03-23
35. TEVA PHARMACEUTICAL - SP ADR   2009-03-17 2010-03-23
5. UNITED TECHNOLOGIES CORP   2009-05-21 2010-03-23
35. UNITED TECHNOLOGIES CORP   2009-02-09 2010-03-23
80. VERIZON COMMUNICATIONS   2008-04-30 2010-03-23
40. WAL MART STORES INC   2009-01-16 2010-03-23
20. WELLS FARGO & COMPANY - NEW   2009-07-31 2010-03-23
45. WELLS FARGO & COMPANY - NEW   2003-08-12 2010-03-23
15. TRANSOCEAN LTD   2008-09-19 2010-03-23
73. AFLAC INC   2009-05-21 2010-03-26
57. AFLAC INC   2008-03-13 2010-03-26
95. PHILIP MORRIS INTERNATIONAL   2009-05-21 2010-03-26
205. PHILIP MORRIS INTERNATIONAL   2009-02-09 2010-03-26
790. TARGET CORPORATION   2010-03-26 2010-04-06
2435. US BANCORP   2010-03-26 2010-04-06
15. TRANSOCEAN LTD   2009-05-21 2010-04-30
135. TRANSOCEAN LTD   2009-04-20 2010-04-30
2144.33 PSNH FDG LLC ABS 6.480% 5/01/15   2007-10-15 2010-05-01
50000. UNITED TECH CORP 4.375% 5/01/10   2008-12-04 2010-05-01
713. MEMC ELECTRONIC MATERIALS   2009-08-18 2010-05-03
307. MEMC ELECTRONIC MATERIALS   2009-04-20 2010-05-03
360. STATE STREET CORP   2009-04-20 2010-05-04
8128.346 ASTON RIVER ROAD SELECT VALUE   2009-09-21 2010-05-07
8625.859 ASTON RIVER ROAD SELECT VALUE   2009-04-07 2010-05-07
95. MONSANTO CO NEW   2009-10-09 2010-05-11
160. MONSANTO CO NEW   2009-04-20 2010-05-11
60. INTL BUSINESS MACHINES CORP   2009-03-17 2010-05-28
75. BRISTOL MYERS SQUIBB CO   2010-03-23 2010-06-18
475. BRISTOL MYERS SQUIBB CO   2009-04-20 2010-06-18
225. SCHLUMBERGER LTD   2009-05-21 2010-06-25
3875.969 DELAWARE HIGH YIELD OPPORT I   2009-12-23 2010-07-02
73.978 FRONTIER COMMUNICATIONS CORP   2010-05-28 2010-07-12
132.022 FRONTIER COMMUNICATIONS CORP   2009-05-21 2010-07-12
95. MCDONALDS CORP   2009-02-09 2010-07-13
2418.052 THIRD AVENUE REAL ESTATE VAL   2009-09-23 2010-07-13
1320.732 THIRD AVENUE REAL ESTATE VAL   2009-05-07 2010-07-13
120. GENZYME CORP - GENL DIVISION   2009-07-30 2010-07-23
.4344 FRONTIER COMMUNICATIONS CORP   2010-05-28 2010-07-27
2052.72 PSNH FDG LLC ABS 6.480% 5/01/15   2007-10-15 2010-08-01
360. BABCOCK & WILCOX   2010-01-06 2010-08-06
1472.031 THIRD AVENUE REAL ESTATE VAL   2009-05-07 2010-08-26
105. MOSAIC CO COM   2009-05-26 2010-08-31
6884.51 CENTERPOINT ABS 5.630% 9/15/15   2009-01-23 2010-09-15
60. MOSAIC CO COM   2010-05-11 2010-09-22
65. MOSAIC CO COM   2009-05-26 2010-09-22
720. MCDERMOTT INTERNATIONAL INC   2010-01-06 2010-10-05
250. CVS CORPORATION   2009-05-21 2010-10-08
2250.92 PSNH FDG LLC ABS 6.480% 5/01/15   2007-10-15 2010-11-01
130. AFLAC INC   2009-04-20 2010-11-12
570. AETNA INC - NEW   2010-06-18 2010-12-07
392.94 ARTISAN INTL VALUE FUND-INV   2009-12-28 2010-12-07
2255.566 ARTISAN INTL VALUE FUND-INV   2008-06-05 2010-12-07
5631.537 HARBOR INTERNATIONAL GROWTH   2010-03-23 2010-12-07
302.573 HARDING LOEVNER EMERG MKTS   2010-07-02 2010-12-07
247.427 HARDING LOEVNER EMERG MKTS   2008-02-07 2010-12-07
700. POWERSHARES WILDERHILL CLEAN ENERGY   2009-12-02 2010-12-07
600. POWERSHARES GLOBAL WATER PORTFOLIO   2009-12-02 2010-12-07
664.894 TCM SMALL-MID CAP GROWTH   2010-05-07 2010-12-07
151.211 TCM SMALL-MID CAP GROWTH   2009-09-21 2010-12-07
1598.466 WALTHAUSEN SMALL CAP VALUE   2010-05-07 2010-12-07
55. AFLAC INC   2009-03-17 2010-12-10
195. ACTIVISION BLIZZARD, INC   2009-11-13 2010-12-10
10. AMAZON COM INC   2010-05-21 2010-12-10
45. AMGEN INC   2009-02-09 2010-12-10
15. APPLE COMPUTER INC   2009-04-20 2010-12-10
90. CVS CORPORATION   2009-05-21 2010-12-10
55. CELGENE CORP   2010-12-07 2010-12-10
160. CHESAPEAKE ENERGY CORP   2009-05-21 2010-12-10
25. CHEVRONTEXACO CORP.   2009-05-21 2010-12-10
215. CISCO SYSTEMS INC   2010-11-12 2010-12-10
20. COLGATE-PALMOLIVE CO   2008-11-07 2010-12-10
150. COMCAST CORP-A   2010-07-13 2010-12-10
50. CONCHO RESOURCES   2010-11-05 2010-12-10
95. CORNING INC   2010-05-06 2010-12-10
15. DIAGEO PLC ADR   2010-09-22 2010-12-10
55. EMERSON ELECTRIC CO   2009-02-09 2010-12-10
60. ENSCO PLC SPONS ADR   2009-03-17 2010-12-10
60. EXXON MOBIL CORPORATION   2009-02-09 2010-12-10
210. GENERAL ELECTRIC CO   2008-11-07 2010-12-10
25. GENZYME CORP - GENL DIVISION   2009-07-30 2010-12-10
155. HOLOGIC INC   2009-04-20 2010-12-10
130. INTEL CORP   2010-01-06 2010-12-10
15. INTL BUSINESS MACHINES CORP   2009-02-24 2010-12-10
60. JP MORGAN CHASE & CO   2008-11-07 2010-12-10
45. JOHNSON & JOHNSON   2009-05-21 2010-12-10
40. L-3 COMMUNICATIONS HLDGS INC   2009-09-18 2010-12-10
75. LOWES COS INC   2010-08-16 2010-12-10
45. MCDONALDS CORP   2009-05-21 2010-12-10
150. MICROSOFT CORP   2008-11-07 2010-12-10
155. MORGAN STANLEY DEAN WITTER   2010-01-08 2010-12-10
15. MOSAIC CO COM   2010-05-11 2010-12-10
85. NYSE EURONEXT INC   2010-03-05 2010-12-10
45. NIKE INC CL B   2009-05-21 2010-12-10
50. PROCTER & GAMBLE CO   2009-02-09 2010-12-10
70. QUALCOMM, INC.   2010-03-22 2010-12-10
25. RIO TINTO PLC SPONS ADR   2009-05-21 2010-12-10
60. TARGET CORPORATION   2010-03-26 2010-12-10
60. TEVA PHARMACEUTICAL - SP ADR   2010-06-18 2010-12-10
140. US BANCORP   2010-03-26 2010-12-10
25. UNITED TECHNOLOGIES CORP   2009-02-09 2010-12-10
125. VERIZON COMMUNICATIONS   2009-02-09 2010-12-10
60. WAL MART STORES INC   2009-03-17 2010-12-10
80. WELLS FARGO & COMPANY - NEW   2009-07-31 2010-12-10
200. GENZYME CORP - GENL DIVISION   2009-11-10 2010-12-17
12246.085 FORWARD INTL SMALL COMPANY-IN   2009-08-10 2010-12-30
. POWERSHARES DB AGRICULTURAL FUND     2010-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,659   4,918 741
b 4,275   3,556 719
c 3,516   2,532 984
d 6,329   4,746 1,583
e 12,494   10,869 1,625
8,590   8,573 17
19,263   16,134 3,129
2,035   2,111 -76
7,936   6,854 1,082
5,291   5,041 250
4,600   2,601 1,999
5,257   3,085 2,172
3,547   3,700 -153
1,172   743 429
3,091   2,657 434
717   702 15
698   660 38
2,092   2,061 31
4,532   2,437 2,095
3,220   3,583 -363
2,569   2,107 462
4,269   6,244 -1,975
818   708 110
1,413   1,366 47
3,851   2,625 1,226
531   501 30
425   318 107
1,275   933 342
805   648 157
1,077   917 160
2,708   1,987 721
2,869   3,390 -521
3,668   4,497 -829
5,414   9,120 -3,706
1,769   1,678 91
280   215 65
2,427   3,072 -645
2,165   2,001 164
541   513 28
1,923   1,402 521
3,114   3,039 75
2,933   2,630 303
3,015   2,640 375
283   327 -44
625   724 -99
1,533   3,043 -1,510
48,858   40,000 8,858
104,676   114,248 -9,572
2,218   2,168 50
3,349   3,156 193
4,910   5,930 -1,020
2,177   2,670 -493
726   830 -104
1,773   1,961 -188
591   558 33
2,485   2,432 53
372   262 110
1,859   1,322 537
1,832   1,777 55
2,893   2,831 62
2,018   2,018  
1,157   848 309
2,519   3,640 -1,121
1,383   1,292 91
1,881   1,780 101
2,254   1,602 652
364   253 111
2,551   1,734 817
2,468   3,066 -598
2,232   2,060 172
617   490 127
1,389   1,145 244
1,235   1,885 -650
3,938   2,013 1,925
3,075   1,893 1,182
4,961   3,801 1,160
10,705   8,396 2,309
42,651   42,764 -113
64,599   64,226 373
1,084   1,078 6
9,752   8,085 1,667
2,144   2,224 -80
50,000   50,306 -306
9,689   11,586 -1,897
4,172   4,506 -334
15,282   12,479 2,803
69,660   60,000 9,660
73,924   55,000 18,924
5,468   7,142 -1,674
9,209   12,702 -3,493
7,509   5,610 1,899
1,920   2,001 -81
12,162   9,584 2,578
12,812   10,570 2,242
14,922   15,039 -117
532   536 -4
950   1,063 -113
6,745   5,570 1,175
49,498   50,000 -502
27,035   20,643 6,392
7,663   6,712 951
3   3  
2,053   2,129 -76
8,674   8,623 51
30,162   23,008 7,154
6,090   5,863 227
6,885   7,181 -296
3,600   2,867 733
3,900   3,629 271
10,412   8,656 1,756
7,802   7,665 137
2,251   2,335 -84
7,112   2,782 4,330
17,247   18,233 -986
10,448   9,112 1,336
59,975   62,481 -2,506
69,944   62,848 7,096
15,540   12,454 3,086
12,708   14,829 -2,121
7,175   7,294 -119
11,610   10,938 672
12,241   10,000 2,241
2,784   2,214 570
25,112   20,428 4,684
3,059   1,098 1,961
2,377   2,282 95
1,753   1,215 538
2,404   2,643 -239
4,802   1,803 2,999
3,010   2,643 367
3,169   3,113 56
3,650   3,516 134
2,159   1,610 549
4,218   4,387 -169
1,567   1,243 324
3,176   2,871 305
4,191   3,865 326
1,797   1,654 143
1,111   1,030 81
3,149   1,921 1,228
3,010   2,531 479
4,298   4,754 -456
3,705   3,900 -195
1,745   1,398 347
2,728   2,220 508
2,844   2,709 135
2,171   1,402 769
2,471   2,393 78
2,795   2,492 303
2,868   3,300 -432
1,901   1,486 415
3,487   2,535 952
4,095   3,811 284
4,143   5,067 -924
1,027   717 310
2,538   2,432 106
3,955   2,353 1,602
3,174   2,776 398
3,447   2,825 622
1,750   1,051 699
3,547   3,248 299
3,188   3,214 -26
3,618   3,693 -75
1,962   1,238 724
4,230   3,873 357
3,248   3,021 227
2,430   1,959 471
13,950   10,660 3,290
176,956   136,614 40,342
      -14
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       741
b       719
c       984
d       1,583
e       1,625
      17
      3,129
      -76
      1,082
      250
      1,999
      2,172
      -153
      429
      434
      15
      38
      31
      2,095
      -363
      462
      -1,975
      110
      47
      1,226
      30
      107
      342
      157
      160
      721
      -521
      -829
      -3,706
      91
      65
      -645
      164
      28
      521
      75
      303
      375
      -44
      -99
      -1,510
      8,858
      -9,572
      50
      193
      -1,020
      -493
      -104
      -188
      33
      53
      110
      537
      55
      62
       
      309
      -1,121
      91
      101
      652
      111
      817
      -598
      172
      127
      244
      -650
      1,925
      1,182
      1,160
      2,309
      -113
      373
      6
      1,667
      -80
      -306
      -1,897
      -334
      2,803
      9,660
      18,924
      -1,674
      -3,493
      1,899
      -81
      2,578
      2,242
      -117
      -4
      -113
      1,175
      -502
      6,392
      951
       
      -76
      51
      7,154
      227
      -296
      733
      271
      1,756
      137
      -84
      4,330
      -986
      1,336
      -2,506
      7,096
      3,086
      -2,121
      -119
      672
      2,241
      570
      4,684
      1,961
      95
      538
      -239
      2,999
      367
      56
      134
      549
      -169
      324
      305
      326
      143
      81
      1,228
      479
      -456
      -195
      347
      508
      135
      769
      78
      303
      -432
      415
      952
      284
      -924
      310
      106
      1,602
      398
      622
      699
      299
      -26
      -75
      724
      357
      227
      471
      3,290
      40,342
       
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 2 164,746
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 130,250 4,805,921 0.027102
2008 37,035 1,349,076 0.027452
2007 23,035 793,281 0.029038
2006 46,513 769,815 0.060421
2005 38,793 748,596 0.051821
2 Total of line 1, column (d) ...................... 2 0.195834
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 0.039167
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 5,100,836
5 Multiply line 4 by line 3....................... 5 199,783
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,314
7 Add lines 5 and 6......................... 7 202,097
8 Enter qualifying distributions from Part XII, line 4.............. 8 275,070
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 2,314
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 2,314
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 2,314
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,659
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 1,659
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 9 655
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)bulletMA
    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
    Yes
     
    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 ofbulletRIDGEWAY PHILANTHROPY Telephone no.bullet (617) 336-0700
    Located atbullet255 STATE STREET 6TH FLBOSTONMA ZIP+4bullet02109
    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
     
    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
    JENNIFER C SNYDER TRUSTEE
    2
    0    
    C/O WCPH AND D LLP 60 STATE ST
    BOSTON,MA02109
    A SILVANA GINER TRUSTEE
    2
    0    
    C/O WCPH AND D LLP 60 STATE ST
    BOSTON,MA02109
    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
    4,791,018
    b
    Average of monthly cash balances.......................
    1b
    387,496
    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
    5,178,514
    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
    5,178,514
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    77,678
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,100,836
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    255,042
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    255,042
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,314
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,314
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    252,728
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    252,728
    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
    252,728
    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
    275,070
    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
    275,070
    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
    2,314
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    272,756
    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 7 252,728
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 175,366
    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....... 0
    e From 2009....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 275,070
    a Applied to 2009, but not more than line 2a 175,366
    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..... 99,704
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    153,024
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006.... 0
    b Excess from 2007.... 0
    c Excess from 2008.... 0
    d Excess from 2009.... 0
    e Excess from 2010.... 0
    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
    BREAD OF LIFE
    C/O GABRIELLA SNYDER STELMACK
    511 MAIN STREET
    MALDEN,MA02148
    NONE   PERSONNEL 10,000
    BRIDGE OVER TROUBLED WATERS
    C/O ROBB ZARGES EXECUTIVE DIRECTOR
    47 WEST STREET
    BOSTON,MA02111
    NONE   12 BED TRANSITIONAL HOUSING 25,000
    APPALACHIA SERVICE PROJECT INC
    C/O DAVID BRYANT EXECUTIVE DIR
    4523 BRISTOL HIGHWAY
    JOHNSON CITY,TN37601
    NONE   CUP OF COLD WATER PROGRAM 35,000
    FEDERATION OF APPALACHIAN HOUSING
    ENTERPRISES INC
    106 PASCO STREET PO BOX 908
    BEREA,KY40403
    NONE   MEMBERSHIP AND GEOGRAPHIC EXPANSION 35,000
    HEADING HOME
    C/O TOM LORELLO EXECUTIVE DIR
    PO BOX 390516
    CAMBRIDGE,MA02139
    NONE   DEV MODEL FOR TRANS WOMEN OUT OF POVERTY 50,000
    HOPEFOUND
    C/O MARY NEE EXECUTIVE DIRECTOR
    170 MORTON STREET
    JAMAICA PLAIN,MA02130
    NONE   EMPLOYMENT SERVICES FOR FORMERLY HOMELESS IND 50,000
    REVISION URBAN FARM
    38 FABYAN STREET
    DORCHESTER,MA02124
    NONE   SHADE STRUCTURE 15,000
    ROSIE'S PLACE
    SUE MARSH EXECUTIVE DIRECTOR
    889 HARRISON AVENUE
    BOSTON,MA02118
    NONE   WOMEN'S EDUCATION PROGRAM EXPANSION 30,000
    Total .................................bullet 3a 250,000
    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          
    4 Dividends and interest from securities....     14 122,211  
    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     18 164,746  
    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)..   286,957  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13286,957
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 4,306 4,306    

    TY 2010 OtherAssetsSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACC'D INT PURCH   0 0
    ASSETS ADJ FOR WASH SALES 4,588 0 0
    POWERSHARES DB AGRICULTURE 1,630 0 0


    TY 2010 OtherDecreasesSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Description Amount
    ADJUSTMENT FOR WASH SALES FROM 2009 4,588
    DIFF BETWEEN PARTNERSHIP DISTR AND CASH RECEIVED 665


    TY 2010 OtherExpensesSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASSACHUSETTS PC FILING FEE 70 0   70
    INV EXP - POWERSHARES DB AGRIC 654 654   0


    TY 2010 OtherIncreasesSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Description Amount
    ROUNDING 6


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SILVER BRIDGE ADV - INV MGMT F 47,119 47,119    
    RIDGEWAY PHILANTHROPY 25,000     25,000


    TY 2010 TaxesSchedule
    Name:
    GISELA B HOGAN CHARITABLE FOUNDATION
    EIN: 04-3484188
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX CREDIT 1,113 1,113   0
    2009 FED EXCISE TAX BAL DUE PD 1,500 1,500   0
    2010 FED QUARTERLY EXCISE TAX 1,126 1,126   0