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
RIVER BRANCH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)177 4TH AVENUE N 2ND FLOOR   Room/suite
City or town, state, and ZIP code
JACKSONVILLE, FL32250
A Employer identification number

22-6054887
B Telephone number (see page 10 of the instructions)

(904) 396-5831
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$17,597,904J 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...... 288,512 288,512  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -183,008
b Gross sales price for all assets on line 6a 3,235,141
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,528 4,528  
12 Total. Add lines 1 through 11........ 110,032 293,040  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,033 11,275   3,758
c Other professional fees (attach schedule).... Click to see attachment 94,484 94,484   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 10,965 7,222   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 160 0   160
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,642 112,981   3,918
25 Contributions, gifts, grants paid........ 715,000 715,000
26 Total expenses and disbursements. Add lines 24 and 25 835,642 112,981   718,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -725,610
b Net investment income (if negative, enter -0-) 180,059
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 7,930,230 529,088 529,088
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   339,262    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 63,836 60,093 60,093
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 8,999,227 Click to see attachment15,322,764 17,008,723
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 17,332,555 15,911,945 17,597,904
Liabilities 17 Accounts payable and accrued expenses.......... 695,000  
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).......... 695,000 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......... 16,637,555 15,911,945
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 16,637,555 15,911,945
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 17,332,555 15,911,945
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 16,637,555
2 Enter amount from Part I, line 27a...................... 2 -725,610
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 15,911,945
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 15,911,945
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 159 SHRS. - ADOBE SYSTEMS INC P 2010-11-24 2010-12-14
b 248 SHRS. - ANALOG DEVICES P 2010-01-07 2010-12-14
c 86 SHRS. - AIR PROD & CHEM INC COM P 2010-01-07 2010-12-14
d 166 SHRS. - AVON PRODS INC P 2010-01-07 2010-12-14
e 168 SHRS. - AMERICAN EXPRESS P 2010-01-07 2010-12-14
69 SHRS. - BECTON DICKINSON & CO P 2010-01-07 2010-12-14
150 SHRS. - BAKER HUGHES INC P 2010-01-07 2010-12-14
2450 SHRS. - BP PLC ADR ORD SHRS P 2010-01-07 2010-06-18
161 SHRS. - BP PLC ADR ORD SHRS P 2010-02-11 2010-06-18
259 SHRS. - BP PLC ADR ORD SHRS P 2010-02-10 2010-06-18
300 SHRS. - BORGWARNER INC P 2010-01-07 2010-09-13
829 SHRS. - BORGWARNER INC P 2010-01-07 2010-09-14
300 SHRS. - BORGWARNER INC P 2010-01-07 2010-09-14
484 SHRS. - BORGWARNER INC P 2010-01-07 2010-11-16
332 SHRS. - BORGWARNER INC P 2010-01-07 2010-11-24
168 SHRS. - BORGWARNER INC P 2010-01-29 2010-11-24
803 SHRS. - BORGWARNER INC P 2010-01-29 2010-11-26
94 SHRS. - CATERPILLAR INC DEL P 2010-01-07 2010-12-14
380 SHRS. - CARNIVAL CORP CL A P 2010-01-07 2010-03-15
567 SHRS. - CARNIVAL CORP CL A P 2010-01-07 2010-03-16
103 SHRS. - CARNIVAL CORP CL A P 2010-01-07 2010-12-14
377 SHRS. - COMCAST CORP NEW CL A P 2010-01-07 2010-12-14
147 SHRS. - CANADIAN NAT RES LTD P 2010-01-07 2010-12-14
119 SHRS. - COSTCO WHOLESALE CORP NEW COM P 2010-01-07 2010-12-14
200 SHRS. - CHARLES RIV LABORATORIES INT COM P 2010-01-07 2010-09-08
400 SHRS. - CHARLES RIV LABORATORIES INT COM P 2010-01-07 2010-09-09
400 SHRS. - CHARLES RIV LABORATORIES INT COM P 2010-01-07 2010-09-10
500 SHRS. - CHARLES RIV LABORATORIES INT COM P 2010-01-07 2010-09-14
200 SHRS. - CHARLES RIV LABORATORIES INT COM P 2010-01-07 2010-09-14
844 SHRS. - CHARLES RIV LABORATORIES INT COM P 2010-01-07 2010-09-15
379 SHRS. - CISCO SYSTEMS INC P 2010-01-07 2010-12-14
956 SHRS. - CVS CAREMARK CORP COM STK P 2010-01-07 2010-05-25
500 SHRS. - CVS CAREMARK CORP COM STK P 2010-01-07 2010-06-01
446 SHRS. - CVS CAREMARK CORP COM STK P 2010-01-07 2010-06-02
2871 SHRS. - CVS CAREMARK CORP COM STK P 2010-01-07 2010-08-27
979 SHRS. - DOVER CORP P 2010-01-07 2010-02-05
1169 SHRS. - DOVER CORP P 2010-01-07 2010-02-08
142 SHRS. - EMERSON ELECTRIC CO COM P 2010-01-07 2010-12-14
366 SHRS. - EOG RES INC P 2010-01-07 2010-01-29
40 SHRS. - EOG RES INC P 2010-01-07 2010-12-14
119 SHRS. - EXELON CORP COM P 2010-01-07 2010-12-14
86 SHRS. - FEDEX CORP COM P 2010-11-22 2010-12-14
12 SHRS. - GOOGLE INC P 2010-01-07 2010-12-14
25 SHRS. - GOLDMAN SACHS GROUP P 2010-01-07 2010-12-14
79 SHRS. - W W GRAINGER INC P 2010-01-07 2010-12-14
47 SHRS. - INTERNATIONAL BUSINESS MACHS CORP COM P 2010-01-07 2010-12-14
104 SHRS. - JOHNSON & JOHNSON COM P 2010-01-07 2010-12-14
125 SHRS. - COCA COLA CO P 2010-01-07 2010-12-14
131 SHRS. - MEDTRONIC INC P 2010-01-07 2010-12-14
73 SHRS. - 3M COMPANY P 2010-09-17 2010-12-14
129 SHRS. - MONSANTO CO NEW P 2010-01-07 2010-12-14
336 SHRS. - MICROSOFT CORP COM P 2010-01-07 2010-12-14
42 SHRS. - M & T BK CORP COM P 2010-01-07 2010-12-14
261 SHRS. - NESTLE SA P 2010-01-07 2010-12-14
144 SHRS. - NOVARTIS ADR P 2010-01-07 2010-12-14
54 SHRS. - OCCIDENTAL PETROLEUM CORP. P 2010-01-07 2010-12-14
110 SHRS. - PEPSICO INC COM P 2010-01-07 2010-12-14
103 SHRS. - PROCTER & GAMBLE CO COM P 2010-01-07 2010-12-14
433 SHRS. - PROGRESSIVE CORP OHIO P 2010-01-07 2010-12-14
92 SHRS. - PHILIP MORRIS INTERNATIONAL INC P 2010-01-07 2010-12-14
124 SHRS. - QUALCOMM INC COM P 2010-01-07 2010-12-14
1393 SHRS. - SAP AKGSLTT SPONSORD ADR P 2010-01-07 2010-02-10
1995 SHRS. - SAP AKGSLTT SPONSORD ADR P 2010-01-07 2010-02-11
222 SHRS. - SYSCO CORPORATION P 2010-01-07 2010-12-14
600 SHRS. - TIFFANY & CO P 2010-01-07 2010-11-16
719 SHRS. - TIFFANY & CO P 2010-01-07 2010-11-17
99 SHRS. - TIFFANY & CO P 2010-01-07 2010-12-14
157 SHRS. - TEXAS INSTRS INC P 2010-06-29 2010-12-14
82 SHRS. - UNION PACIFIC CORP P 2010-01-07 2010-12-14
196 SHRS. - UTI WORLDWIDE INC P 2010-01-07 2010-12-14
246 SHRS. - WELLS FARGO & CO NEW COM STK P 2010-01-07 2010-12-14
99 SHRS. - WAL MART STORES INC P 2010-01-07 2010-12-14
65 SHRS. - EXXON MOBIL CORP COM P 2010-08-27 2010-12-14
1000 SHRS. - BROWN & BROWN INC P 2005-08-29 2010-08-10
1000 SHRS. - BROWN & BROWN INC P 2005-08-29 2010-10-19
3500 SHRS. - FEDERATED INVS INC PA CL B P 2006-05-15 2010-08-10
2400 SHRS. - INTERNATIONAL SPEEDWAY CORP CL A P 2006-05-24 2010-02-09
500 SHRS. - CARMAX INC W/I COM P 2004-05-13 2010-03-31
975 SHRS. - CARMAX INC W/I COM P 2004-05-13 2010-10-28
2200 SHRS. - ZEBRA TECHNOLOGIES CORP CL A P 2006-06-22 2010-08-10
405.803 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-04-30 2010-07-13
402.355 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-06-30 2010-07-13
416.564 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-03-31 2010-07-13
367.424 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-01-29 2010-07-13
378.664 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-02-26 2010-07-13
418.864 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-05-28 2010-07-13
29203.989 SHRS. - VANGUARD FIXED INCOME SHORT TERM CORP. P 2010-01-12 2010-07-13
80 SHRS. - APPLE INC. P 2009-12-07 2010-04-08
50 SHRS. - APPLE INC. P 2009-12-07 2010-04-28
50 SHRS. - APPLE INC. P 2009-12-07 2010-06-29
20 SHRS. - APPLE INC. P 2009-12-07 2010-07-06
40 SHRS. - APPLE INC. P 2009-04-16 2010-07-06
40 SHRS. - APPLE INC. P 2010-08-12 2010-09-27
40 SHRS. - APPLE INC. P 2010-08-12 2010-10-19
10 SHRS. - APPLE INC. P 2010-08-20 2010-10-19
200 SHRS. - ABBOTT LAB COM P 2010-01-20 2010-12-06
200 SHRS. - ABBOTT LAB COM P 2009-12-07 2010-12-06
300 SHRS. - ABBOTT LAB COM P 2009-12-07 2010-12-23
600 SHRS. - AMERICAN EXPRESS P 2010-08-11 2010-10-07
100 SHRS. - AMERICAN EXPRESS P 2010-09-27 2010-10-07
300 SHRS. - AMERICAN EXPRESS P 2010-09-27 2010-10-12
100 SHRS. - AMERICAN EXPRESS P 2010-08-18 2010-10-12
500 SHRS. - AMERICAN EXPRESS P 2010-08-18 2010-12-17
200 SHRS. - AMERICAN EXPRESS P 2010-09-09 2010-12-17
450 SHRS. - BURLINGTON NORTHERN SANTE FE CORP P 2009-12-07 2010-01-07
300 SHRS. - CAMERON INTL CORP P 2009-12-07 2010-03-17
300 SHRS. - CAMERON INTL CORP P 2009-12-07 2010-06-02
300 SHRS. - CAMERON INTL CORP P 2010-11-17 2010-12-07
150 SHRS. - COLGATE-PALMOLIVE CO COM P 2009-12-07 2010-08-16
50 SHRS. - COLGATE-PALMOLIVE CO COM P 2007-01-29 2010-08-16
150 SHRS. - COLGATE-PALMOLIVE CO COM P 2007-01-29 2010-08-26
100 SHRS. - COLGATE-PALMOLIVE CO COM P 2007-01-29 2010-10-05
200 SHRS. - COLGATE-PALMOLIVE CO COM P 2007-01-29 2010-12-06
200 SHRS. - COSTCO WHOLESALE CORP NEW COM P 2009-12-07 2010-08-26
200 SHRS. - COSTCO WHOLESALE CORP NEW COM P 2009-12-07 2010-12-03
300 SHRS. - WALT DISNEY CO P 2010-03-04 2010-06-07
100 SHRS. - WALT DISNEY CO P 2009-12-07 2010-06-07
300 SHRS. - GILEAD SCIENCES INC COM P 2009-12-07 2010-04-21
300 SHRS. - GILEAD SCIENCES INC COM P 2009-12-07 2010-04-30
400 SHRS. - GILEAD SCIENCES INC COM P 2009-12-07 2010-05-04
1100 SHRS. - GILEAD SCIENCES INC COM P 2009-12-07 2010-05-14
30 SHRS. - GOOGLE INC P 2009-12-07 2010-10-12
200 SHRS. - HEWLETT PACKARD CO COM P 2009-12-07 2010-03-03
100 SHRS. - HEWLETT PACKARD CO COM P 2009-12-07 2010-04-29
500 SHRS. - HEWLETT PACKARD CO COM P 2009-12-07 2010-08-09
500 SHRS. - HEWLETT PACKARD CO COM P 2006-05-22 2010-08-09
600 SHRS. - HEWLETT PACKARD CO COM P 2006-05-22 2010-08-12
700 SHRS. - HEWLETT PACKARD CO COM P 2006-05-22 2010-08-27
400 SHRS. - JUNIPER NETWORKS P 2009-12-07 2010-03-15
600 SHRS. - JUNIPER NETWORKS P 2009-12-07 2010-06-02
400 SHRS. - JUNIPER NETWORKS P 2009-12-07 2010-09-24
150 SHRS. - JPMORGAN CHASE & CO COM P 2008-09-29 2010-03-18
250 SHRS. - JPMORGAN CHASE & CO COM P 2008-09-23 2010-03-18
200 SHRS. - KELLOGG CO COM P 2010-04-29 2010-10-05
200 SHRS. - KELLOGG CO COM P 2010-04-29 2010-10-21
100 SHRS. - KELLOGG CO COM P 2010-05-03 2010-10-21
200 SHRS. - KELLOGG CO COM P 2010-06-10 2010-10-21
200 SHRS. - KELLOGG CO COM P 2010-04-22 2010-11-02
200 SHRS. - KELLOGG CO COM P 2010-06-01 2010-11-02
400 SHRS. - KELLOGG CO COM P 2010-04-14 2010-11-02
100 SHRS. - KELLOGG CO COM P 2010-08-10 2010-11-02
300 SHRS. - COCA COLA CO P 2009-12-07 2010-02-25
200 SHRS. - MCDONALDS CORP P 2009-12-07 2010-03-04
100 SHRS. - MCDONALDS CORP P 2010-07-08 2010-10-26
100 SHRS. - MCDONALDS CORP P 2009-12-07 2010-10-26
200 SHRS. - 3M COMPANY P 2010-03-30 2010-06-03
200 SHRS. - 3M COMPANY P 2009-12-07 2010-06-10
180 SHRS. - 3M COMPANY P 2009-12-07 2010-10-28
150 SHRS. - 3M COMPANY P 2009-12-07 2010-11-11
170 SHRS. - 3M COMPANY P 2009-12-07 2010-12-02
350 SHRS. - 3M COMPANY P 2009-12-07 2010-12-07
200 SHRS. - MONSANTO CO NEW P 2010-01-06 2010-04-07
300 SHRS. - MONSANTO CO NEW P 2009-12-07 2010-04-07
100 SHRS. - MONSANTO CO NEW P 2010-01-12 2010-04-14
200 SHRS. - MONSANTO CO NEW P 2010-02-25 2010-04-14
100 SHRS. - MONSANTO CO NEW P 2010-03-02 2010-04-14
150 SHRS. - OCCIDENTAL PETROLEUM CORP. P 2010-06-07 2010-12-08
50 SHRS. - OCCIDENTAL PETROLEUM CORP. P 2009-12-07 2010-12-08
200 SHRS. - PROCTER & GAMBLE CO COM P 2009-12-07 2010-01-20
100 SHRS. - PROCTER & GAMBLE CO COM P 2010-03-04 2010-05-11
100 SHRS. - PROCTER & GAMBLE CO COM P 2009-12-07 2010-05-11
50 SHRS. - QUALCOMM INC COM P 2009-12-10 2010-05-17
450 SHRS. - QUALCOMM INC COM P 2009-12-07 2010-05-17
400 SHRS. - QUALCOMM INC COM P 2009-12-07 2010-07-01
200 SHRS. - RESEARCH IN MOTION P 2010-04-14 2010-08-05
100 SHRS. - RESEARCH IN MOTION P 2010-04-26 2010-08-05
100 SHRS. - RESEARCH IN MOTION P 2009-12-21 2010-08-05
300 SHRS. - RESEARCH IN MOTION P 2009-12-18 2010-08-05
200 SHRS. - RESEARCH IN MOTION P 2009-12-07 2010-08-05
200 SHRS. - RESEARCH IN MOTION P 2009-12-07 2010-08-16
300 SHRS. - RESEARCH IN MOTION P 2009-12-07 2010-08-20
300 SHRS. - RESEARCH IN MOTION P 2009-12-07 2010-08-27
200 SHRS. - RESEARCH IN MOTION P 2010-07-14 2010-08-27
800 SHRS. - SCHWAB CHARLES CORP COM NEW P 2009-12-07 2010-03-15
800 SHRS. - SCHWAB CHARLES CORP COM NEW P 2009-12-07 2010-05-14
900 SHRS. - SCHWAB CHARLES CORP COM NEW P 2009-12-07 2010-06-16
800 SHRS. - SCHWAB CHARLES CORP COM NEW P 2009-12-07 2010-06-23
1800 SHRS. - SCHWAB CHARLES CORP COM NEW P 2009-12-07 2010-07-09
200 SHRS. - SCHLUMBERGER LTD P 2010-03-03 2010-06-01
200 SHRS. - SCHLUMBERGER LTD P 2009-12-07 2010-06-01
200 SHRS. - SCHLUMBERGER LTD P 2009-12-07 2010-06-07
200 SHRS. - SCHLUMBERGER LTD P 2009-12-07 2010-06-25
300 SHRS. - TJX COS INC COM NEW P 2009-12-07 2010-05-11
100 SHRS. - VISA INC CL A P 2009-12-07 2010-01-22
100 SHRS. - VISA INC CL A P 2010-05-04 2010-06-29
100 SHRS. - VISA INC CL A P 2010-05-11 2010-06-29
100 SHRS. - VISA INC CL A P 2010-05-11 2010-07-06
100 SHRS. - VISA INC CL A P 2009-12-07 2010-07-06
300 SHRS. - VISA INC CL A P 2009-12-07 2010-07-29
300 SHRS. - VISA INC CL A P 2009-12-07 2010-08-18
200 SHRS. - VISA INC CL A P 2009-12-07 2010-09-10
300 SHRS. - VISA INC CL A P 2009-12-07 2010-12-17
100 SHRS. - VISA INC CL A P 2010-05-14 2010-12-17
200 SHRS. - WAL MART STORES INC P 2008-06-30 2010-03-02
300 SHRS. - WAL MART STORES INC P 2008-06-30 2010-05-06
200 SHRS. - WAL MART STORES INC P 2008-06-30 2010-05-11
600 SHRS. - WAL MART STORES INC P 2008-06-30 2010-10-14
100 SHRS. - WAL MART STORES INC P 2009-12-07 2010-10-14
550 SHRS. - WAL MART STORES INC P 2009-12-07 2010-10-27
UNITED HEALTH GROUP SETTLEMENT FUND P 2007-12-06 2010-01-06
WORLDCOM SETTLEMENT FUND P 2002-07-21 2010-05-05
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,421   4,557 -136
b 9,337   7,764 1,573
c 7,552   6,993 559
d 4,844   5,179 -335
e 7,786   7,060 726
5,716   5,369 347
8,270   6,936 1,334
77,597   146,755 -69,158
5,099   8,755 -3,656
8,203   13,909 -5,706
14,351   11,184 3,167
39,361   30,906 8,455
14,215   11,184 3,031
27,534   18,044 9,490
20,300   12,377 7,923
10,272   5,975 4,297
48,683   28,557 20,126
8,644   5,609 3,035
14,013   12,222 1,791
20,947   18,237 2,710
4,435   3,313 1,122
8,295   6,406 1,889
6,272   5,288 984
8,404   7,096 1,308
5,886   6,928 -1,042
11,755   13,856 -2,101
11,670   13,856 -2,186
14,792   17,320 -2,528
5,912   6,928 -1,016
25,490   29,236 -3,746
7,449   9,298 -1,849
32,120   32,346 -226
17,197   16,918 279
15,422   15,090 332
78,365   97,141 -18,776
40,314   42,675 -2,361
48,155   50,957 -2,802
8,181   6,226 1,955
33,641   36,059 -2,418
3,592   3,941 -349
4,857   5,787 -930
8,044   7,503 541
7,130   7,122 8
4,200   4,439 -239
10,571   7,784 2,787
6,808   6,089 719
6,459   6,657 -198
8,049   7,030 1,019
4,752   5,997 -1,245
6,208   6,266 -58
7,812   11,097 -3,285
9,175   10,242 -1,067
3,563   3,070 493
15,081   12,271 2,810
7,970   7,480 490
5,031   4,479 552
7,210   6,710 500
6,523   6,243 280
8,921   7,613 1,308
5,400   4,565 835
6,096   6,079 17
60,400   68,520 -8,120
84,852   98,131 -13,279
6,484   6,237 247
33,238   28,175 5,063
39,977   33,763 6,214
6,266   4,649 1,617
5,120   3,758 1,362
7,584   5,395 2,189
3,865   2,883 982
7,350   7,170 180
5,354   5,308 46
4,667   3,851 816
20,232   23,178 -2,946
21,527   23,178 -1,651
75,212   115,165 -39,953
60,674   114,554 -53,880
12,734   4,523 8,211
28,784   8,821 19,963
66,017   73,265 -7,248
4,354   4,362 -8
4,317   4,317 0
4,469   4,461 8
3,942   3,931 11
4,062   4,052 10
4,494   4,473 21
313,313   311,361 1,952
19,203   15,339 3,864
12,955   9,587 3,368
12,891   9,587 3,304
5,008   3,835 1,173
10,015   4,819 5,196
11,698   10,059 1,639
12,464   10,059 2,405
3,116   2,502 614
9,368   11,195 -1,827
9,368   10,802 -1,434
14,347   16,203 -1,856
22,678   25,940 -3,262
3,780   4,323 -543
11,552   12,970 -1,418
3,851   4,178 -327
22,133   20,889 1,244
8,853   8,183 670
44,437   44,460 -23
13,192   11,332 1,860
9,741   11,332 -1,591
14,886   13,335 1,551
11,393   12,376 -983
3,798   3,310 488
11,134   9,931 1,203
7,475   6,621 854
15,578   13,241 2,337
11,301   11,860 -559
13,668   11,860 1,808
10,091   9,780 311
3,364   3,111 253
12,116   14,015 -1,899
11,919   14,015 -2,096
15,503   18,686 -3,183
41,610   51,387 -9,777
16,139   17,642 -1,503
10,225   9,968 257
5,279   4,984 295
21,225   24,919 -3,694
21,225   15,907 5,318
24,111   19,088 5,023
26,412   22,269 4,143
11,991   10,973 1,018
15,101   16,460 -1,359
11,988   10,973 1,015
6,519   6,903 -384
10,864   10,194 670
10,121   10,985 -864
9,930   10,985 -1,055
4,965   5,479 -514
9,930   10,875 -945
9,970   10,807 -837
9,970   10,781 -811
19,941   21,260 -1,319
4,985   5,131 -146
15,888   17,407 -1,519
12,659   12,442 217
7,870   6,880 990
7,870   6,221 1,649
15,599   16,875 -1,276
15,233   15,675 -442
15,201   14,108 1,093
12,867   11,756 1,111
14,769   13,324 1,445
29,517   27,432 2,085
13,726   17,304 -3,578
20,589   25,085 -4,496
6,626   8,309 -1,683
13,251   14,609 -1,358
6,626   7,254 -628
13,613   11,911 1,702
4,538   3,932 606
12,073   12,506 -433
6,267   6,365 -98
6,267   6,253 14
1,876   2,280 -404
16,883   20,319 -3,436
12,868   18,061 -5,193
10,592   14,765 -4,173
5,296   7,185 -1,889
5,296   7,065 -1,769
15,888   20,696 -4,808
10,592   12,127 -1,535
10,114   12,127 -2,013
14,460   18,191 -3,731
13,875   18,191 -4,316
9,250   10,957 -1,707
14,602   14,736 -134
13,423   14,736 -1,313
14,338   16,578 -2,240
11,871   14,736 -2,865
25,546   33,155 -7,609
10,447   12,759 -2,312
10,447   12,353 -1,906
10,965   12,353 -1,388
11,575   12,353 -778
13,728   11,116 2,612
8,355   8,026 329
7,245   8,886 -1,641
7,245   8,431 -1,186
7,196   8,431 -1,235
7,196   8,026 -830
21,553   24,079 -2,526
21,925   24,079 -2,154
13,535   16,053 -2,518
20,280   24,079 -3,799
6,760   7,915 -1,155
10,711   11,375 -664
15,974   17,062 -1,088
10,513   11,375 -862
31,945   34,125 -2,180
5,324   5,471 -147
29,514   30,090 -576
2,961     2,961
70     70
2,841     2,841
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       -136
b       1,573
c       559
d       -335
e       726
      347
      1,334
      -69,158
      -3,656
      -5,706
      3,167
      8,455
      3,031
      9,490
      7,923
      4,297
      20,126
      3,035
      1,791
      2,710
      1,122
      1,889
      984
      1,308
      -1,042
      -2,101
      -2,186
      -2,528
      -1,016
      -3,746
      -1,849
      -226
      279
      332
      -18,776
      -2,361
      -2,802
      1,955
      -2,418
      -349
      -930
      541
      8
      -239
      2,787
      719
      -198
      1,019
      -1,245
      -58
      -3,285
      -1,067
      493
      2,810
      490
      552
      500
      280
      1,308
      835
      17
      -8,120
      -13,279
      247
      5,063
      6,214
      1,617
      1,362
      2,189
      982
      180
      46
      816
      -2,946
      -1,651
      -39,953
      -53,880
      8,211
      19,963
      -7,248
      -8
      0
      8
      11
      10
      21
      1,952
      3,864
      3,368
      3,304
      1,173
      5,196
      1,639
      2,405
      614
      -1,827
      -1,434
      -1,856
      -3,262
      -543
      -1,418
      -327
      1,244
      670
      -23
      1,860
      -1,591
      1,551
      -983
      488
      1,203
      854
      2,337
      -559
      1,808
      311
      253
      -1,899
      -2,096
      -3,183
      -9,777
      -1,503
      257
      295
      -3,694
      5,318
      5,023
      4,143
      1,018
      -1,359
      1,015
      -384
      670
      -864
      -1,055
      -514
      -945
      -837
      -811
      -1,319
      -146
      -1,519
      217
      990
      1,649
      -1,276
      -442
      1,093
      1,111
      1,445
      2,085
      -3,578
      -4,496
      -1,683
      -1,358
      -628
      1,702
      606
      -433
      -98
      14
      -404
      -3,436
      -5,193
      -4,173
      -1,889
      -1,769
      -4,808
      -1,535
      -2,013
      -3,731
      -4,316
      -1,707
      -134
      -1,313
      -2,240
      -2,865
      -7,609
      -2,312
      -1,906
      -1,388
      -778
      2,612
      329
      -1,641
      -1,186
      -1,235
      -830
      -2,526
      -2,154
      -2,518
      -3,799
      -1,155
      -664
      -1,088
      -862
      -2,180
      -147
      -576
      2,961
      70
      2,841
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 -183,008
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 1,614,626 15,910,037 0.101485
2008 1,591,577 22,225,354 0.071611
2007 1,632,707 29,232,661 0.055852
2006 1,289,949 27,267,329 0.047307
2005 2,025,326 26,305,242 0.076993
2 Total of line 1, column (d) ...................... 2 0.353248
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 0.070650
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 16,101,103
5 Multiply line 4 by line 3....................... 5 1,137,543
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,801
7 Add lines 5 and 6......................... 7 1,139,344
8 Enter qualifying distributions from Part XII, line 4.............. 8 718,918
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,601
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 3,601
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 3,601
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 68,143
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,143
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 64,542
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet34,542 Refunded Bullet 11 30,000
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletFL, NJ
    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 addressbulletRIVERBRANCHFOUNDATION.ORG
    14
    The books are in care ofbulletEDWARD P SCHMITZER Telephone no.bullet (904) 396-5831
    Located atbullet5011 GATE PARKWAY BLDG 100 SUITE300JACKSONVILLEFL ZIP+4bullet32256
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JENNIFER JOHNSON DUKE DIRECTOR
    0.00     		0 0 0
    177 4TH AVENUE NORTH
    JACKSONVILLE,FL32250
    JUDITH LEROUX TRUSTEE
    0.00     		0 0 0
    177 4TH AVENUE NORTH
    JACKSONVILLE,FL32250
    SIMON GREGG TRUSTEE
    0.00     		0 0 0
    177 4TH AVENUE NORTH
    JACKSONVILLE,FL32250
    JASON GREGG TRUSTEE
    0.00     		0 0 0
    177 4TH AVENUE NORTH
    JACKSONVILLE,FL32250
    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 N/A 0
    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 N/A 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,562,472
    b
    Average of monthly cash balances.......................
    1b
    783,825
    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
    16,346,297
    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
    16,346,297
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    245,194
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,101,103
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    805,055
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    805,055
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    3,601
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,601
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    801,454
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    801,454
    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
    801,454
    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
    718,918
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    718,918
    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
    718,918
    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 7 801,454
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 732,549
    b From 2006....... 4,411
    c From 2007....... 217,160
    d From 2008....... 482,039
    e From 2009....... 820,678
    fTotal of lines 3a through e......... 2,256,837
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 718,918
    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..... 718,918
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 82,536 82,536
    (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 2,174,301
    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) .............     		650,013
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		1,524,288
    10 Analysis of line 9:
    a Excess from 2006.... 4,411
    b Excess from 2007.... 217,160
    c Excess from 2008.... 482,039
    d Excess from 2009.... 820,678
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    TRUSTEE THE RIVER BRANCH FOUNDATION
    177 4TH AVENUE NORTH
    JACKSONVILLE,FL32250
    (904) 396-5831
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUESTS ACCEPTED FROM RECOGNIZED NONPROFIT ORGANIZATIONS. NO PRESCRIBED APPLICATION FORMAT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ALL GRANTS ARE MADE TO ORGANIZATIONS RECOGNIZED BY IRS AS CHARITABLE ORGANIZATIONS. MOST OF THESE ARE IN THE JACKSONVILLE AREA.
    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
    BOYSGIRLS CLUB OF NEWARK NJ
    155 WASHINGTON STREET SUITE 202
    NEWARK,NJ07102     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    CENTER FOR REPRODUCTIVE RIGHTS
    120 WALL ST
    NEW YORK,NY10005     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 25,000
    CONCORD ACADEMY
    166 MAIN ST
    CONCORD,MA01742     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 25,000
    CONSERVATION RESOURCES
    100 NORTH ROAD SUITE TWO
    CHESTER,NJ07930     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 5,000
    CULTURAL COUNCIL OF JACKSONVILLE
    300 WATER ST
    JACKSONVILLE,FL32202     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 2,000
    ECOFLIGHT
    311K ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 12,000
    EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD
    PALMETTO BAY,FL33157     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 50,000
    1000 FRIENDS OF FLORIDA
    PO BOX 5948
    TALLAHASSEE,FL32314     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 5,000
    THE NATURE CONSERVANCY INC
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 25,000
    PUBLIC TRUST ENVIRONMENTAL
    2029 NORTH THIRD STREET
    JACKSONVILLE BEACH,FL32250     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 50,000
    ST JOHN'S RIVERKEEPER
    2800 UNIVERSITY BLVD NORTH
    JACKSONVILLE,FL32211     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 55,000
    STUDENT CONSERVATION ASSOCIATION INC
    PO BOX 550
    CHARLESTON,NH03603     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    THEATRE JACKSONVILLE INC
    2032 SAN MARCO BLVD
    JACKSONVILLE,FL32207     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 15,000
    VERMONT STUDIO CENTER
    PO BOX 613
    JOHNSON,VT05656     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 100,000
    HARBOR BRANCH OCEANOGRAPHIC INSTITUTE INC
    5600 US 1 NORTH
    FT PIERCE,FL34946     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 50,000
    YOUTH CRISIS CENTER
    3015 PARENTAL HOME ROAD
    JACKSONVILLE,FL32216     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 81,000
    UNIVERSITY OF FLORIDA BRAIN INSTITUE
    100 S NEWELL DRIVE BLDG 59 RM
    L5-101
    GAINESVILLE,FL32611     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 125,000
    NEW JERSEY CONSERVATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 70,000
    Total .................................bullet 3a 715,000
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 288,512  
    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.....     14 4,528  
    8Gain or (loss) from sales of assets other than inventory     18 -183,008  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 110,032 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13110,032
    (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:
    RIVER BRANCH FOUNDATION
    EIN: 22-6054887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 15,033 11,275   3,758

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN: 22-6054887
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1745 SHS - 3M COMPANY 149,092 150,594
    1950 SHS - ABBOTT LABS 88,019 93,425
    2000 SHS - ACCENTURE LTD CL A 92,672 96,980
    3806 SHS - ADOBE SYSTEMS INC. 107,950 117,149
    2048 SHS - AIR PRODUCTS & CHEMICALS, INC. 166,525 186,266
    1650 SHS - ALLERGAN, INC. 99,625 113,306
    4020 SHS - AMERICAN EXPRESS 168,943 172,538
    5948 SHS - ANALOG DEVICES 183,140 224,061
    500 SHS - APACHE CORP 58,408 59,615
    390 SHS - APPLE, INC. 50,876 125,798
    3970 SHS - AVON PRODS INC. 123,848 115,368
    3582 SHS - BAKER HUGHES INC 156,565 204,783
    1654 SHS - BECTON DICKINSON & CO. 128,689 139,796
    2200 SHS - BED BATH & BEYOND, INC. 83,542 108,130
    14650 SHS - BERKSHIRE HATHAWAY CL B 673,929 1,173,612
    1800 SHS - BROADCOM CORPORATION 62,151 78,390
    9350 SHS - BROWN & BROWN INC. FLA 216,089 223,839
    1720 SHS - CAMERON INTERNATIONAL CORP. 65,475 87,256
    3531 SHS - CANADIAN NAT RES LTD 127,019 156,847
    2700 SHS - CARMAX GROUP 24,426 86,076
    3959 SHS - CARNIVAL CORP CL A 139,949 182,549
    2254 SHS - CATERPILLAR INC. DEL 134,498 211,110
    9059 SHS - CISCO SYSTEMS, INC. 221,705 183,264
    5090 SHS - COCA COLA COM 288,633 334,769
    400 SHS - COLGATE-PALMOLIVE CO. 26,482 32,148
    9007 SHS - COMCAST CORP. 153,053 197,884
    4499 SHS - COSTCO WHSL. CORP. 266,954 324,873
    2200 SHS - DISNEY (WALT) HOLDING CO. 70,718 82,522
    2875 SHS - DIGITAL RIVER INC. 69,267 98,958
    2325 SHS - DONALDSON COMPANY, INC. 66,997 135,501
    4862 SHS - EMERSON ELEC CO 213,489 277,961
    952 SHS - EOG RES INC 93,793 87,022
    2863 SHS - EXELON CORP COM 136,222 119,215
    1554 SHS - EXXON MOBIL CORP. 92,073 113,628
    2061 SHS - FEDEX CORP. 172,336 191,694
    1900 SHS - FLUOR CORP. 83,087 125,894
    3000 SHS - FORWARD AIR CORP. 97,067 85,140
    609 SHS - GOLDMAN SACHS GROUP 108,134 102,409
    534 SHS - GOOGLE, INC. 314,766 317,180
    1100 SHS - HALLIBURTONCO HOLDING CO FRMLY HALLIBURTON 44,884 44,913
    6200 SHS - HEARTLAND EXPRESS, INC. 93,667 99,324
    2250 SHS - ILLINOIS TOOL WORKS, INC., 123,589 120,150
    1116 SHS - INTERNATIONAL BUSINESS MACHS CORP COM 144,574 163,784
    2050 SHS - J P MORGAN CHASE & CO., INC. 83,291 86,961
    3200 SHS - JOHN WILEY SONS 105,908 144,768
    2498 SHS - JOHNSON & JOHNSON 159,471 154,501
    1550 SHS - JOHNSON & JOHNSON COM 98,581 95,868
    900 SHS - JUNIPER NETWORKS 24,689 33,228
    2300 SHS - KRAFT FOODS INC CL A 69,107 72,473
    58444 SHS - LONGLEAF PARTNERS INTERNATIONAL 1,028,342 896,530
    997 SHS - M & T BK CORP COM 72,887 86,789
    450 SHS - MARKEL CORP. 81,057 170,159
    1550 SHS - MCDONALD'S CORP. 94,998 118,978
    2100 SHS - MEDNAX INC. 96,158 141,309
    3137 SHS - MEDTRONIC INC 143,604 116,351
    3500 SHS - MEREK CO. INC. 128,634 126,140
    8039 SHS - MICROSOFT 245,053 224,368
    1200 SHS - MOHAWK INDUSTRIES, INC. 95,167 68,112
    3084 SHS - MONSANTO CO NEW COM 241,999 214,770
    6255 SHS - NESTLE SA 294,072 367,408
    1130 SHS - NIKE INC CL B 73,784 96,525
    3442 SHS - NOVARTIS ADR 178,801 202,906
    31490 SHS - OAKMARK INTERNATIONAL SMALL CAP 561,821 452,505
    2585 SHS - OCCIDENTAL PETROLEUM CORP. 207,745 253,589
    2400 SHS - ORACLE CORPORATION 69,516 75,120
    3375 SHS - PATTERSON COS INC 89,905 103,376
    4631 SHS - PEPSICO, INC. 288,247 302,543
    2199 SHS - PHILIP MORRIS INTERNATIONAL INC. 109,116 128,707
    4526 SHS - PROCTER & GAMBLE CO. 277,663 291,158
    10357 SHS - PROGRESSIVE CORP OHIO 180,727 205,794
    5609 SHS - QUALCOMM, INC. 255,922 277,589
    1580 SHS - SCHLUMBERGER LTD. 100,752 131,930
    2300 SHS - STRYKER CORP. 122,011 123,510
    5306 SHS - SYSCO CORPORATION 149,070 155,996
    4100 SHS - TCF FINANCIAL 106,553 60,721
    3752 SHS - TEXAS INSTRS INC. 89,812 121,940
    2380 SHS - TIFFANY & CO. 111,759 148,203
    1900 SHS - TJX COMPANIES, INC. 70,402 84,341
    39804 SHS - TWEEDY BROWNE GLOBAL VALUE 1,046,848 948,122
    1972 SHS - UNION PACIFIC 129,745 182,726
    1170 SHS - UNITED PARCEL SERVICES INC. CL B 76,826 84,919
    4680 SHS - UTI WORLDWIDE INC 68,827 99,216
    1300 SHS - VISA INC. CL A 1,204,030 1,223,825
    2930 SHS - WAL-MART STORES, INC. 156,158 158,015
    5889 SHS - WELLS FARGO & CO NEW COM STK 170,008 182,500
    240 SHS - WHITE MOUNTAIN INSURANCE 133,645 80,544
    1901 SHS - W W GRAINGER INC 187,297 262,547
    2775 SHS - ZEBRA TECHNOLOGIES 59,836 105,422

    TY 2010 OtherExpensesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN: 22-6054887
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 125 0   125
    MISCELLANEOUS 35 0   35


    TY 2010 OtherIncomeSchedule2
    Name:
    RIVER BRANCH FOUNDATION
    EIN: 22-6054887
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 4,528 4,528 4,528


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN: 22-6054887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 94,484 94,484   0


    TY 2010 TaxesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN: 22-6054887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,222 7,222   0
    EXCISE TAXES 3,743 0   0