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
SCHOELLERMAN FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)11100 SANTA MONICA BLVDROOM/SUITE 600Room/suite
City or town, state, and ZIP code
LOS ANGELES, CA90025
A Employer identification number

27-1323201
B Telephone number (see page 10 of the instructions)

(310) 806-4000
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,707,626J 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) 1,454,571
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 33,062 32,907  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 874,577
b Gross sales price for all assets on line 6a 1,508,342
7 Capital gain net income (from Part IV, line 2)... 874,577
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,362,210 907,484  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 22,625 16,625   6,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 506 506    
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 7 7    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,138 17,138   6,000
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 23,138 17,138   6,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,339,072
b Net investment income (if negative, enter -0-) 890,346
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...............   22,993 22,993
2 Savings and temporary cash investments..........   25,001 25,001
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........   Click to see attachment1,240,814 1,506,652
c Investments—corporate bonds (attach schedule)........   Click to see attachment155,928 151,987
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)   Click to see attachment993 Click to see attachment993
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I)   1,445,729 1,707,626
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....................   1,445,729
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions)....................   1,445,729
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 0 1,445,729
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  
2 Enter amount from Part I, line 27a...................... 2 2,339,072
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,339,072
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 893,343
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,445,729
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 BERKSHIRE HATHAWAY CL B-148 P 2010-05-20 2010-08-11
b ALKERMES INC-69 D 2002-07-01 2010-05-20
c CUMMINS INC-274 D 2002-07-01 2010-05-20
d JEFFERIES GROUP INC NEW-100 D 2002-07-01 2010-05-20
e NEWFIELD EXPLORATION CO-252 D 2002-07-01 2010-05-20
SCHEIN HENRY INC-54 D 2002-07-01 2010-05-20
DISCOVERY HOLDING SER A-13 D 2002-07-02 2010-05-20
EMERSON ELECTRIC-107 D 2002-10-14 2010-05-20
HANOVER INSURANCE GROUP-145 D 2003-01-23 2010-05-20
ANADARKO PETROLEUM CORP-54 D 2004-09-03 2010-05-20
CAREER EDUCATION CORP-50 D 2008-03-28 2010-05-20
GENCO SHIPPING & TRDG-80 D 2008-12-09 2010-05-20
FREEPORT MCMORN CP&GLD B-257 D 2009-02-13 2010-05-20
BB&T CORP-100 D 2009-03-16 2010-05-20
COCA COLA ENTERPRISES-505 D 2009-03-16 2010-05-20
LIBERTY MEDIA CORP NEW LIBERT-10 D 2009-03-16 2010-05-20
VORNADO REALTY TRUST-196 D 2009-03-16 2010-05-20
DFA EMERGING MARKETS CORE EQUI-495 P 2010-05-20 2010-08-11
ALLIANCE DATA SYSTEMS-94 D 2002-07-01 2010-05-20
DAVITA INC-48 D 2002-07-01 2010-05-20
JUNIPER NETWORKS INC-100 D 2002-07-01 2010-05-20
NOBLE ENERGY INC-164 D 2002-07-01 2010-05-20
SCHEIN HENRY INC-100 D 2002-07-01 2010-05-20
LIBERTY MEDIA CORP NEW LIBERT-5 D 2002-07-02 2010-05-20
HALLIBURTON CO HLDG CO-434 D 2002-10-14 2010-05-20
N V ENERGY INC-100 D 2003-01-23 2010-05-20
APACHE CORP-35 D 2004-09-03 2010-05-20
CAREER EDUCATION CORP-50 D 2008-03-28 2010-05-20
GOLDMAN SACHS GROUP INC-172 D 2008-12-09 2010-05-20
LIMITED BRANDS INC-133 D 2009-02-13 2010-05-20
BB&T CORP-200 D 2009-03-16 2010-05-20
DIRECTV GROUP INC-1 D 2009-03-16 2010-05-20
LIMITED BRANDS INC-7 D 2009-03-16 2010-05-20
WYNN RESORTS-149 D 2009-03-16 2010-05-20
DFA INTERNATIONAL VALUE-981 P 2010-05-20 2010-07-30
ALTRIA GROUP, INC.-367 D 2002-07-01 2010-06-16
DAVITA INC-100 D 2002-07-01 2010-05-20
JUNIPER NETWORKS INC-100 D 2002-07-01 2010-05-20
O REILLY AUTOMOTIVE INC-94 D 2002-07-01 2010-05-20
STERICYCLE INC-131 D 2002-07-01 2010-05-20
MCDONALDS CORP-14 D 2002-07-02 2010-05-20
P H H CORPORATION-15 D 2002-10-14 2010-05-20
N V ENERGY INC-100 D 2003-01-23 2010-05-20
DEVON ENERGY CORP-48 D 2004-09-03 2010-05-20
CAREER EDUCATION CORP-50 D 2008-03-28 2010-05-20
INTERPUBLIC GROUP-1096 D 2008-12-09 2010-05-20
LIMITED BRANDS INC-160 D 2009-02-13 2010-05-20
BOEING COMPANY-41 D 2009-03-16 2010-05-20
DIRECTV GROUP INC-100 D 2009-03-16 2010-05-20
LIMITED BRANDS INC-100 D 2009-03-16 2010-05-20
CONSECO INC-2562 D 2009-04-17 2010-05-20
DFA INT'L SMALL CAP VALUE-410 P 2010-05-20 2010-07-30
AMETEK INC NEW-3 D 2002-07-01 2010-05-20
DONALDSON COMPANY INC-76 D 2002-07-01 2010-05-20
JUNIPER NETWORKS INC-128 D 2002-07-01 2010-05-20
ONEOK INC NEW-47 D 2002-07-01 2010-05-20
SYBASE INC-53 D 2002-07-01 2010-05-20
ORACLE CORP-872 D 2002-07-02 2010-05-20
PG&E CORP-217 D 2002-10-14 2010-06-16
N V ENERGY INC-123 D 2003-01-23 2010-05-20
MICROS SYSTEMS INC-91 D 2004-09-03 2010-05-20
CAREER EDUCATION CORP-100 D 2008-03-28 2010-05-20
PEABODY ENERGY CORP-215 D 2008-12-09 2010-05-20
LIMITED BRANDS INC-200 D 2009-02-13 2010-05-20
BOEING COMPANY-79 D 2009-03-16 2010-05-20
DISCOVER FINANCIAL SERVICES-200 D 2009-03-16 2010-05-20
LIMITED BRANDS INC-100 D 2009-03-16 2010-05-20
WHOLE FOODS MARKET INC-81 D 2009-04-17 2010-05-20
DFA INT'L SMALL COMPANY-228 P 2010-05-20 2010-08-11
AMETEK INC NEW-100 D 2002-07-01 2010-05-20
DONALDSON COMPANY INC-100 D 2002-07-01 2010-05-20
LIFE TECHNOLOGIES CORP-74 D 2002-07-01 2010-05-20
PERKINELMER INC-235 D 2002-07-01 2010-05-20
TECHNE CORP COMMON-40 D 2002-07-01 2010-05-20
QUALCOMM INC-156 D 2002-07-02 2010-05-20
QUALCOMM INC-364 D 2002-10-14 2010-05-20
NASH-FINCH COMPANY-31 D 2003-01-23 2010-05-20
ORACLE CORP-50 D 2004-09-03 2010-05-20
ALLEGHENY TECH-240 D 2008-10-07 2010-05-20
AMAZON COM INC-3 D 2009-01-13 2010-05-20
MARSHALL & ILSLEY CORP-33 D 2009-02-13 2010-05-20
C B L & ASSOC PROPERTIES-10 D 2009-03-16 2010-05-20
DISCOVER FINANCIAL SERVICES-260 D 2009-03-16 2010-05-20
NEWELL RUBBERMAID INC-100 D 2009-03-16 2010-05-20
CHEVRONTEXACO CORP.-100 D 2000-10-25 2010-06-16
DFA US MICRO CAP-765 P 2010-05-20 2010-07-30
AMETEK INC NEW-100 D 2002-07-01 2010-05-20
EDWARDS LIFESCIENCES CORP-102 D 2002-07-01 2010-05-20
LIFE TECHNOLOGIES CORP-100 D 2002-07-01 2010-05-20
PETSMART INC-75 D 2002-07-01 2010-05-20
THERMO ELECTRON CORP-132 D 2002-07-01 2010-05-20
C S X CORP-47 D 2002-10-14 2010-05-20
UNITED TECHNOLOGIES CORP-334 D 2002-10-14 2010-06-16
AGILENT TECHNOLOGIES INC.-83 D 2003-04-23 2010-05-20
ORACLE CORP-100 D 2004-09-03 2010-05-20
APPLE COMPUTER INC.-181 D 2008-10-07 2010-06-16
AMAZON COM INC-33 D 2009-01-13 2010-05-20
MARSHALL & ILSLEY CORP-884 D 2009-02-13 2010-05-20
C B L & ASSOC PROPERTIES-90 D 2009-03-16 2010-05-20
DISCOVER FINANCIAL SERVICES-300 D 2009-03-16 2010-05-20
NEWELL RUBBERMAID INC-100 D 2009-03-16 2010-05-20
CHEVRONTEXACO CORP.-100 D 2000-10-25 2010-06-16
DFA US SMALL CAP VALUE-159 P 2010-05-20 2010-07-30
APTARGROUP INC-2 D 2002-07-01 2010-05-20
EQUITABLE RESOURCES INC-208 D 2002-07-01 2010-05-20
LUBRIZOL CORPORATION-18 D 2002-07-01 2010-05-20
PHARMACEUTICAL PROD DEV-229 D 2002-07-01 2010-05-20
VARIAN SEMICON EQUIPMENT-71 D 2002-07-01 2010-05-20
C S X CORP-47 D 2002-10-14 2010-05-20
XCEL ENERGY INC-304 D 2002-10-14 2010-05-20
BOEING COMPANY-59 D 2003-04-23 2010-05-20
ORACLE CORP-100 D 2004-09-03 2010-05-20
BROADCOM CORPORATION-396 D 2008-10-07 2010-06-16
APPLE COMPUTER INC.-88 D 2009-01-13 2010-06-16
SUNTRUST BANKS INC-518 D 2009-02-13 2010-05-20
C B L & ASSOC PROPERTIES-184 D 2009-03-16 2010-05-20
DISNEY WALT COMPANY DEL-128 D 2009-03-16 2010-06-16
NEWELL RUBBERMAID INC-139 D 2009-03-16 2010-05-20
CHEVRONTEXACO CORP.-262 D 2000-10-25 2010-06-16
DFA US SMALL CAP VALUE-380 P 2010-05-20 2010-12-16
BORG WARNER INC-282 D 2002-07-01 2010-05-20
GLOBAL PAYMENTS INC-118 D 2002-07-01 2010-05-20
LUBRIZOL CORPORATION-100 D 2002-07-01 2010-05-20
PHILIP MORRIS INTL INC COM-373 D 2002-07-01 2010-05-20
VARIAN SEMICON EQUIPMENT-100 D 2002-07-01 2010-05-20
C S X CORP-53 D 2002-10-14 2010-05-20
ALLEGHENY ENERGY INC-243 D 2003-01-23 2010-05-20
BOEING COMPANY-200 D 2003-04-23 2010-05-20
ORACLE CORP-328 D 2004-09-03 2010-05-20
CROWN CASTLE INTERNATIONAL COR-31 D 2008-11-07 2010-05-20
DIRECTV GROUP INC-143 D 2009-01-13 2010-05-20
VENTAS INC-8 D 2009-02-13 2010-05-20
C B L & ASSOC PROPERTIES-200 D 2009-03-16 2010-05-20
FIFTH THIRD BANCORP-100 D 2009-03-16 2010-05-20
NEWELL RUBBERMAID INC-400 D 2009-03-16 2010-05-20
KAYNE ANDERSON MLP INVT-226 P 2010-05-20 2010-09-29
BRINKS CO-76 D 2002-07-01 2010-05-20
HEWLETT PACKARD COMPANY-875 D 2002-07-01 2010-06-16
METTLER TOLEDO INTL INCF-89 D 2002-07-01 2010-05-20
POLYCOM INC-91 D 2002-07-01 2010-05-20
VERISIGN INC-31 D 2002-07-01 2010-05-20
C S X CORP-53 D 2002-10-14 2010-05-20
B J S WHOLESALE CLUB INC-121 D 2003-01-23 2010-05-20
CVS CORP-186 D 2003-04-23 2010-05-20
THERMO ELECTRON CORP-61 D 2004-09-03 2010-05-20
CROWN CASTLE INTERNATIONAL COR-100 D 2008-11-07 2010-05-20
DISCOVERY COMMUN SER C-79 D 2009-01-13 2010-05-20
VENTAS INC-100 D 2009-02-13 2010-05-20
C B L & ASSOC PROPERTIES-400 D 2009-03-16 2010-05-20
FIFTH THIRD BANCORP-212 D 2009-03-16 2010-05-20
NEWS LTD CORP ADR PFD-1515 D 2009-03-16 2010-05-20
KAYNE ANDERSON MLP INVT-230 P 2010-05-20 2010-09-27
CHESAPEAKE ENERGY CORP-248 D 2002-07-01 2010-05-20
HOSPIRA-58 D 2002-07-01 2010-05-20
MILLIPORE CORP COMMON-16 D 2002-07-01 2010-05-20
RAYMOND JAMES FINL INC-53 D 2002-07-01 2010-05-20
VERISIGN INC-65 D 2002-07-01 2010-05-20
C S X CORP-53 D 2002-10-14 2010-05-20
BEST BUY INC-172 D 2003-01-23 2010-05-20
EMC CORP-630 D 2003-04-23 2010-05-20
MCDONALDS CORP-86 D 2004-12-16 2010-05-20
CROWN CASTLE INTERNATIONAL COR-100 D 2008-11-07 2010-05-20
DISCOVERY COMMUN SER C-187 D 2009-01-13 2010-05-20
VENTAS INC-100 D 2009-02-13 2010-05-20
CALPINE CORP COM NEW-100 D 2009-03-16 2010-05-20
FIFTH THIRD BANCORP-400 D 2009-03-16 2010-05-20
P P G INDUSTRIES INC.-96 D 2009-03-16 2010-05-20
MEDCO HEALTH SOLUTIONS-150 D 1997-08-13 2010-06-16
CHURCH & DWIGHT CO INC-55 D 2002-07-01 2010-05-20
I T T EDUC SVCS INC-46 D 2002-07-01 2010-05-20
MILLIPORE CORP COMMON-100 D 2002-07-01 2010-05-20
RAYMOND JAMES FINL INC-100 D 2002-07-01 2010-05-20
VERISIGN INC-100 D 2002-07-01 2010-05-20
CENTERPOINT ENERGY INC-250 D 2002-10-14 2010-05-20
CIGNA CORP-312 D 2003-01-23 2010-05-20
LORILLARD INC-139 D 2003-04-23 2010-05-20
MCDONALDS CORP-92 D 2004-12-16 2010-05-20
CROWN CASTLE INTERNATIONAL COR-100 D 2008-11-07 2010-05-20
HOSPIRA-42 D 2009-01-13 2010-05-20
XL CAPITAL LTD A SHS-569 D 2009-02-13 2010-05-20
CALPINE CORP COM NEW-100 D 2009-03-16 2010-05-20
FIFTH THIRD BANCORP-400 D 2009-03-16 2010-05-20
P P G INDUSTRIES INC.-100 D 2009-03-16 2010-05-20
3M COMPANY-195 D 2000-10-25 2010-06-16
CITRIX SYSTEMS-48 D 2002-07-01 2010-05-20
INT'L BUSINESS MACHINES-459 D 2002-07-01 2010-06-16
NATIONAL FUEL GAS CO.-215 D 2002-07-01 2010-05-20
RAYMOND JAMES FINL INC-100 D 2002-07-01 2010-05-20
VERISIGN INC-100 D 2002-07-01 2010-05-20
EL PASO CORPORATION-188 D 2002-10-14 2010-05-20
COSTCO WHOLESALE CORP.-42 D 2003-01-23 2010-06-16
NEWMONT MINING CORP-89 D 2003-04-23 2010-05-20
TIME WARNER TELECOM INC-49 D 2004-12-16 2010-05-20
DEL MONTE FOODS CO-794 D 2008-11-07 2010-05-20
HOSPIRA-51 D 2009-01-13 2010-05-20
ABERCROMBIE & FITCH CL A-285 D 2009-03-16 2010-05-20
CALPINE CORP COM NEW-100 D 2009-03-16 2010-05-20
GENWORTH FINANCIAL INC-1587 D 2009-03-16 2010-05-20
ROCKWELL AUTOMATION INC-225 D 2009-03-16 2010-05-20
RAYTHEON COMPANY NEW-80 D 2001-05-10 2010-05-20
CITRIX SYSTEMS-100 D 2002-07-01 2010-05-20
JACOBS ENGINEERING GROUP-173 D 2002-07-01 2010-05-20
NATIONAL OILWELL VARCO-100 D 2002-07-01 2010-05-20
RAYONIER INC-75 D 2002-07-01 2010-05-20
W.R. BERKLEY CORPORATION-267 D 2002-07-01 2010-05-20
EMERSON ELECTRIC-100 D 2002-10-14 2010-05-20
COSTCO WHOLESALE CORP.-100 D 2003-01-23 2010-06-16
REYNOLDS AMERICAN INC-186 D 2003-04-23 2010-05-20
TIME WARNER TELECOM INC-100 D 2004-12-16 2010-05-20
NETFLIX INC-42 D 2008-11-07 2010-05-20
LIBERTY MEDIA CORP NEW LIBERT-13 D 2009-01-13 2010-05-20
ALBEMARLE CORP-139 D 2009-03-16 2010-05-20
CALPINE CORP COM NEW-200 D 2009-03-16 2010-05-20
HARLEY DAVIDSON INC WISC FMLY-431 D 2009-03-16 2010-05-20
STANLEY WORKS-266 D 2009-03-16 2010-05-20
RAYTHEON COMPANY NEW-100 D 2001-05-10 2010-05-20
CITRIX SYSTEMS-100 D 2002-07-01 2010-05-20
JEFFERIES GROUP INC NEW-36 D 2002-07-01 2010-05-20
NATIONAL OILWELL VARCO-100 D 2002-07-01 2010-05-20
RAYONIER INC-100 D 2002-07-01 2010-05-20
DIRECTV GROUP INC-52 D 2002-07-02 2010-05-20
EMERSON ELECTRIC-100 D 2002-10-14 2010-05-20
COSTCO WHOLESALE CORP.-100 D 2003-01-23 2010-06-16
OMEGA HLTHCARE INVS INC-1 D 2003-10-29 2010-05-20
ARIBA INC-93 D 2005-09-02 2010-05-20
TELLABS INC-1170 D 2008-11-07 2010-05-20
LIBERTY MEDIA HLDG CP A-225 D 2009-01-13 2010-05-20
BB&T CORP-85 D 2009-03-16 2010-05-20
CALPINE CORP COM NEW-270 D 2009-03-16 2010-05-20
JONES LANG LASALLE INC-215 D 2009-03-16 2010-05-20
STARWOOD HTLS & RESORTS-100 D 2009-03-16 2010-05-20
AIRGAS INC-100 D 2002-07-01 2010-05-20
COVANCE INC-112 D 2002-07-01 2010-05-20
JEFFERIES GROUP INC NEW-100 D 2002-07-01 2010-05-20
NATIONAL OILWELL VARCO-121 D 2002-07-01 2010-05-20
ROPER INDUSTRIES INC-96 D 2002-07-01 2010-05-20
DISCOVERY COMMUN SER C-13 D 2002-07-02 2010-05-20
EMERSON ELECTRIC-100 D 2002-10-14 2010-05-20
GAMESTOP CORP CL A NEW-80 D 2003-01-23 2010-05-20
OMEGA HLTHCARE INVS INC-100 D 2003-10-29 2010-05-20
ARIBA INC-100 D 2005-09-02 2010-05-20
AMAZON COM INC-97 D 2008-12-09 2010-05-20
VORNADO REALTY TRUST-2 D 2009-02-03 2010-05-20
BB&T CORP-100 D 2009-03-16 2010-05-20
CATERPILLAR INC-369 D 2009-03-16 2010-05-20
KIMCO REALTY CORP-683 D 2009-03-16 2010-05-20
STARWOOD HTLS & RESORTS-300 D 2009-03-16 2010-05-20
(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 11,549   10,844 705
b 736   355 381
c 17,279   4,450 12,829
d 2,337   1,033 1,304
e 11,909   4,615 7,294
3,004   1,193 1,811
464   128 336
4,974   2,433 2,541
6,353   2,026 4,327
2,928   1,635 1,293
1,487   604 883
1,471   858 613
16,494   7,850 8,644
3,091   1,698 1,393
12,723   5,843 6,880
524   172 352
14,555   6,578 7,977
9,201   8,184 1,017
6,445   2,374 4,071
2,973   767 2,206
2,597   565 2,032
10,025   2,950 7,075
5,562   2,209 3,353
262   53 209
11,437   3,160 8,277
1,183   618 565
3,107   1,619 1,488
1,486   604 882
23,580   12,525 11,055
3,193   1,085 2,108
6,183   3,396 2,787
37   15 22
168   56 112
11,228   2,928 8,300
16,080   14,557 1,523
7,280   3,792 3,488
6,194   1,598 4,596
2,597   565 2,032
4,537   1,309 3,228
7,478   2,334 5,144
954   389 565
311   151 160
1,182   618 564
2,985   1,619 1,366
1,487   604 883
8,476   4,182 4,294
3,841   1,305 2,536
2,602   1,387 1,215
3,692   1,547 2,145
2,401   798 1,603
12,957   4,253 8,704
6,045   5,646 399
122   36 86
3,193   1,356 1,837
3,325   723 2,602
2,026   1,025 1,001
3,390   522 2,868
19,798   7,680 12,118
9,296   1,931 7,365
1,454   760 694
2,973   1,140 1,833
2,972   1,207 1,765
7,813   4,683 3,130
4,802   1,631 3,171
5,014   2,673 2,341
2,660   1,250 1,410
2,401   798 1,603
3,119   1,497 1,622
3,217   3,020 197
4,068   1,207 2,861
4,201   1,784 2,417
3,642   1,120 2,522
5,192   2,446 2,746
2,404   1,111 1,293
5,596   1,977 3,619
13,058   5,922 7,136
1,133   216 917
1,135   476 659
11,435   5,250 6,185
362   155 207
256   140 116
138   25 113
3,458   1,625 1,833
1,583   617 966
7,513   3,771 3,742
8,706   8,537 169
4,068   1,207 2,861
9,923   2,206 7,717
4,922   1,514 3,408
2,385   1,107 1,278
6,679   1,841 4,838
2,365   614 1,751
22,914   8,868 14,046
2,606   1,266 1,340
2,270   952 1,318
48,188   16,147 32,041
3,981   1,706 2,275
6,862   3,737 3,125
1,241   224 1,017
3,990   1,875 2,115
1,583   617 966
7,513   3,771 3,742
3,301   3,279 22
70   32 38
7,914   3,582 4,332
1,448   601 847
5,815   2,802 3,013
2,148   1,028 1,120
2,365   614 1,751
6,363   2,636 3,727
3,745   1,645 2,100
2,270   952 1,318
14,410   5,815 8,595
23,428   7,727 15,701
13,874   4,523 9,351
2,537   458 2,079
4,433   2,203 2,230
2,200   858 1,342
19,684   9,882 9,802
9,550   7,846 1,704
9,864   4,162 5,702
4,857   1,827 3,030
8,045   3,339 4,706
16,959   8,853 8,106
3,026   1,448 1,578
2,667   692 1,975
4,825   2,175 2,650
12,693   5,578 7,115
7,447   3,123 4,324
1,091   536 555
5,278   2,293 2,985
358   191 167
2,758   498 2,260
1,272   183 1,089
6,332   2,468 3,864
5,836   5,464 372
1,713   917 796
41,905   13,256 28,649
9,907   3,160 6,747
2,714   1,043 1,671
858   213 645
2,667   692 1,975
4,638   1,917 2,721
6,338   2,184 4,154
3,086   1,622 1,464
3,519   1,730 1,789
2,417   1,171 1,246
4,475   2,388 2,087
5,520   996 4,524
2,697   388 2,309
19,519   9,105 10,414
5,948   5,560 388
5,269   1,753 3,516
2,944   1,412 1,532
1,693   482 1,211
1,407   673 734
1,799   446 1,353
2,667   692 1,975
7,063   3,156 3,907
11,200   5,903 5,297
5,858   2,804 3,054
3,519   1,730 1,789
5,722   2,772 2,950
4,475   2,388 2,087
1,292   602 690
5,089   732 4,357
5,976   3,162 2,814
9,212   1,603 7,609
3,589   1,178 2,411
5,065   979 4,086
10,579   3,015 7,564
2,654   1,269 1,385
2,768   686 2,082
3,349   1,597 1,752
10,181   4,657 5,524
10,649   2,719 7,930
6,265   3,000 3,265
3,519   1,730 1,789
2,132   1,075 1,057
9,830   2,461 7,369
1,292   602 690
5,089   732 4,357
6,226   3,294 2,932
15,726   8,767 6,959
2,123   286 1,837
59,914   31,235 28,679
10,325   4,816 5,509
2,654   1,269 1,385
2,768   686 2,082
2,027   1,201 826
2,458   1,232 1,226
4,688   2,459 2,229
821   226 595
11,458   4,834 6,624
2,589   1,306 1,283
10,234   6,065 4,169
1,292   602 690
22,418   2,285 20,133
11,813   4,878 6,935
4,299   2,365 1,934
4,422   597 3,825
7,083   3,028 4,055
3,580   1,046 2,534
3,235   1,186 2,049
7,072   2,948 4,124
4,649   2,274 2,375
5,852   2,933 2,919
9,764   3,169 6,595
1,675   461 1,214
3,970   921 3,049
682   230 452
5,631   2,537 3,094
2,584   1,204 1,380
13,079   4,810 8,269
14,394   5,032 9,362
5,374   2,956 2,418
4,422   597 3,825
841   372 469
3,580   1,046 2,534
4,314   1,581 2,733
1,919   498 1,421
4,649   2,274 2,375
5,852   2,933 2,919
19   6 13
1,255   543 712
9,867   4,408 5,459
8,842   1,162 7,680
2,628   1,443 1,185
3,488   1,625 1,863
15,126   4,057 11,069
4,388   1,207 3,181
5,949   1,683 4,266
5,819   2,042 3,777
2,337   1,033 1,304
4,332   1,265 3,067
5,511   1,773 3,738
398   115 283
4,649   2,274 2,375
1,706   383 1,323
1,863   614 1,249
1,349   584 765
11,701   4,980 6,721
149   62 87
3,091   1,698 1,393
21,726   9,749 11,977
9,527   5,294 4,233
13,164   3,621 9,543
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       705
b       381
c       12,829
d       1,304
e       7,294
      1,811
      336
      2,541
      4,327
      1,293
      883
      613
      8,644
      1,393
      6,880
      352
      7,977
      1,017
      4,071
      2,206
      2,032
      7,075
      3,353
      209
      8,277
      565
      1,488
      882
      11,055
      2,108
      2,787
      22
      112
      8,300
      1,523
      3,488
      4,596
      2,032
      3,228
      5,144
      565
      160
      564
      1,366
      883
      4,294
      2,536
      1,215
      2,145
      1,603
      8,704
      399
      86
      1,837
      2,602
      1,001
      2,868
      12,118
      7,365
      694
      1,833
      1,765
      3,130
      3,171
      2,341
      1,410
      1,603
      1,622
      197
      2,861
      2,417
      2,522
      2,746
      1,293
      3,619
      7,136
      917
      659
      6,185
      207
      116
      113
      1,833
      966
      3,742
      169
      2,861
      7,717
      3,408
      1,278
      4,838
      1,751
      14,046
      1,340
      1,318
      32,041
      2,275
      3,125
      1,017
      2,115
      966
      3,742
      22
      38
      4,332
      847
      3,013
      1,120
      1,751
      3,727
      2,100
      1,318
      8,595
      15,701
      9,351
      2,079
      2,230
      1,342
      9,802
      1,704
      5,702
      3,030
      4,706
      8,106
      1,578
      1,975
      2,650
      7,115
      4,324
      555
      2,985
      167
      2,260
      1,089
      3,864
      372
      796
      28,649
      6,747
      1,671
      645
      1,975
      2,721
      4,154
      1,464
      1,789
      1,246
      2,087
      4,524
      2,309
      10,414
      388
      3,516
      1,532
      1,211
      734
      1,353
      1,975
      3,907
      5,297
      3,054
      1,789
      2,950
      2,087
      690
      4,357
      2,814
      7,609
      2,411
      4,086
      7,564
      1,385
      2,082
      1,752
      5,524
      7,930
      3,265
      1,789
      1,057
      7,369
      690
      4,357
      2,932
      6,959
      1,837
      28,679
      5,509
      1,385
      2,082
      826
      1,226
      2,229
      595
      6,624
      1,283
      4,169
      690
      20,133
      6,935
      1,934
      3,825
      4,055
      2,534
      2,049
      4,124
      2,375
      2,919
      6,595
      1,214
      3,049
      452
      3,094
      1,380
      8,269
      9,362
      2,418
      3,825
      469
      2,534
      2,733
      1,421
      2,375
      2,919
      13
      712
      5,459
      7,680
      1,185
      1,863
      11,069
      3,181
      4,266
      3,777
      1,304
      3,067
      3,738
      283
      2,375
      1,323
      1,249
      765
      6,721
      87
      1,393
      11,977
      4,233
      9,543
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 2 874,577
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 6,496
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      
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 17,807
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 17,807
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,807
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 385
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 1,808
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet1,808 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCA
    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 addressbulletN/A
    14
    The books are in care ofbulletASPIRIANT Telephone no.bullet (310) 806-4000
    Located atbullet11100 SANTA MONICA BLVD STE 600LOS ANGELESCA ZIP+4bullet90025
    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
     
     
    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
     
     
    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
     
     
    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
    ALVIN L SCHOELLERMANClick to see attachment CEO
    0.00     		0 0 0
    25412 SEA BLUFFS DRIVE 308
    DANA POINT,CA92629
    DONALD L SCHOELLERMANClick to see attachment SECRETARY
    0.00     		0 0 0
    25412 SEA BLUFFS DRIVE 308
    DANA POINT,CA92629
    DONALD L SCHOELLERMANClick to see attachment CFO
    0.00     		0 0 0
    25412 SEA BLUFFS DRIVE 308
    DANA POINT,CA92629
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    877,983
    b
    Average of monthly cash balances.......................
    1b
    17,845
    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
    895,828
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    895,828
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    13,437
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    882,391
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    44,120
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    44,120
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    17,807
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,807
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,313
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    26,313
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    26,313
    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
    6,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,000
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    6,000
    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 26,313
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 6,000
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 6,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		20,313
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ALVIN L SCHOELLERMAN
    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
    Total .................................bullet 3a  
    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 33,062  
    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     14 874,577  
    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)..   907,639  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13907,639
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
     
    Employer identification number

    27-1323201
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    ALVIN MARY ANN SCHOELLERMAN    
    25412 SEA BLUFFS DRIVE UNIT 308
       
    DANA POINT, CA   92629

    		$1,454,571




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MMM-3M COMPANY-195   $16,396 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AYE-ALLEGHENY ENERGY INC-243   $5,137 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AME-AMETEK INC NEW-203   $5,815 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ARBA-ARIBA INC-193   $2,638 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BWA-BORG WARNER INC-282   $10,884 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CAT-CATERPILLAR INC-369   $23,566 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 2 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CTXS-CITRIX SYSTEMS-248   $11,458 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CMI-CUMMINS INC-274   $19,338 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DTV-DIRECTV GROUP INC-101   $3,828 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DIS-DISNEY WALT COMPANY DEL-128   $4,328 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EQT-EQUITABLE RESOURCES INC-208   $8,673 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GPN-GLOBAL PAYMENTS INC-118   $4,953 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 3 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HSP-HOSPIRA-58   $3,040 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 JEF-JEFFERIES GROUP INC NEW-236   $5,946 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LSTZA-LIBERTY MEDIA CORP NEW LI   $718 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LZ-LUBRIZOL CORPORATION-118   $10,185 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MCRS-MICROS SYSTEMS INC-91   $3,114 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NFLX-NETFLIX INC-42   $4,375 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 4 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ORLY-O REILLY AUTOMOTIVE INC-94   $4,511 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PPG-P P G INDUSTRIES INC.-196   $12,907 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PM-PHILIP MORRIS INTL INC COM-3   $17,292 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 RTN-RAYTHEON COMPANY NEW-180   $10,151 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HOT-STARWOOD HTLS & RESORTS-400   $19,136 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 TMO-THERMO ELECTRON CORP-61   $3,207 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 5 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VRSN-VERISIGN INC-296   $7,930 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 XEL-XCEL ENERGY INC-304   $6,471 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ANF-ABERCROMBIE & FITCH CL A-285   $11,381 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ATI-ALLEGHENY TECH-240   $12,604 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 APC-ANADARKO PETROLEUM CORP-54   $3,087 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BJ-B J S WHOLESALE CLUB INC-121   $4,537 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 6 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BCO-BRINKS CO-76   $1,860 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CNP-CENTERPOINT ENERGY INC-250   $3,516 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CCE-COCA COLA ENTERPRISES-505   $13,390 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CVS-CVS CORP-186   $6,626 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DTV-DIRECTV GROUP INC-143   $5,420 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DCI-DONALDSON COMPANY INC-176   $7,769 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 7 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FITB-FIFTH THIRD BANCORP-1112   $15,557 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GS-GOLDMAN SACHS GROUP INC-172   $24,323 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HSP-HOSPIRA-93   $4,875 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 JLL-JONES LANG LASALLE INC-215   $16,188 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LCAPA-LIBERTY MEDIA HLDG CP A-22   $9,390 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MI-MARSHALL & ILSLEY CORP-917   $7,914 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 8 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MIL-MILLIPORE CORP COMMON-116   $12,302 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NWL-NEWELL RUBBERMAID INC-739   $12,234 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 OHI-OMEGA HLTHCARE INVS INC-101   $1,956 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BTU-PEABODY ENERGY CORP-215   $8,698 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PLCM-POLYCOM INC-91   $1,431 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 RAI-REYNOLDS AMERICAN INC-186   $4,992 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 9 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 SRCL-STERICYCLE INC-131   $7,481 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 TMO-THERMO ELECTRON CORP-132   $6,939 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VNO-VORNADO REALTY TRUST-2   $158 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 XL-XL CAPITAL LTD A SHS-569   $10,532 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 A-AGILENT TECHNOLOGIES INC.-83   $2,826 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ADS-ALLIANCE DATA SYSTEMS-94   $6,681 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 10 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 APA-APACHE CORP-35   $3,301 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BBT-BB&T CORP-485   $16,335 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BRCM-BROADCOM CORPORATION-396   $12,716 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CHK-CHESAPEAKE ENERGY CORP-248   $5,524 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CNO-CONSECO INC-2562   $14,578 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DVA-DAVITA INC-148   $9,374 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 11 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DFS-DISCOVER FINANCIAL SERVICES-   $10,811 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EW-EDWARDS LIFESCIENCES CORP-102   $5,137 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FCX-FREEPORT MCMORN CP&GLD B-257   $8,728 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HAL-HALLIBURTON CO HLDG CO-434   $12,080 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ESI-I T T EDUC SVCS INC-46   $4,886 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 JNPR-JUNIPER NETWORKS INC-328   $9,071 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 12 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LIFE-LIFE TECHNOLOGIES CORP-174   $8,906 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MCD-MCDONALDS CORP-14   $977 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NVE-N V ENERGY INC-323   $4,005 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NFX-NEWFIELD EXPLORATION CO-252   $13,335 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 OKE-ONEOK INC NEW-47   $2,210 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PKI-PERKINELMER INC-235   $5,310 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 13 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 QCOM-QUALCOMM INC-156   $5,809 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ROK-ROCKWELL AUTOMATION INC-225   $13,259 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 STI-SUNTRUST BANKS INC-518   $15,315 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 TWTC-TIME WARNER TELECOM INC-149   $2,692 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VNO-VORNADO REALTY TRUST-196   $15,475 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CSX-C S X CORP-253   $4,588 2010-05-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 14 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ARG-AIRGAS INC-100   $6,179 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MO-ALTRIA GROUP, INC.-367   $7,979 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AAPL-APPLE COMPUTER INC.-88   $22,171 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BBY-BEST BUY INC-172   $7,378 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CBL-C B L & ASSOC PROPERTIES-884   $13,782 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CVX-CHEVRONTEXACO CORP.-462   $35,551 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 15 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 COST-COSTCO WHOLESALE CORP.-242   $14,032 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DLM-DEL MONTE FOODS CO-794   $11,573 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DISCK-DISCOVERY COMMUN SER C-13   $409 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EP-EL PASO CORPORATION-188   $2,218 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GME-GAMESTOP CORP CL A NEW-80   $1,734 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 THG-HANOVER INSURANCE GROUP-145   $6,414 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 16 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 IBM-INT'L BUSINESS MACHINES-459   $59,776 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 KIM-KIMCO REALTY CORP-683   $10,699 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LTD-LIMITED BRANDS INC-207   $5,228 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MCD-MCDONALDS CORP-178   $12,424 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NAFC-NASH-FINCH COMPANY-31   $1,163 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NEM-NEWMONT MINING CORP-89   $5,082 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 17 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ORCL-ORACLE CORP-578   $13,647 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PETM-PETSMART INC-75   $2,483 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 QCOM-QUALCOMM INC-364   $13,554 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ROP-ROPER INDUSTRIES INC-96   $5,818 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 SY-SYBASE INC-53   $3,420 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 UTX-UNITED TECHNOLOGIES CORP-334   $23,701 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 18 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 WRB-W.R. BERKLEY CORPORATION-267   $7,326 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALB-ALBEMARLE CORP-139   $5,752 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AMZN-AMAZON COM INC-36   $4,604 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AAPL-APPLE COMPUTER INC.-181   $45,602 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BA-BOEING COMPANY-120   $8,280 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CPN-CALPINE CORP COM NEW-770   $10,765 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 19 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CHD-CHURCH & DWIGHT CO INC-55   $1,828 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CVD-COVANCE INC-112   $6,054 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DVN-DEVON ENERGY CORP-48   $3,134 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DISCK-DISCOVERY COMMUN SER C-266   $8,379 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EMC-EMC CORP-630   $11,721 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GNK-GENCO SHIPPING & TRDG-80   $1,625 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 20 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HOG-HARLEY DAVIDSON INC WISC FML   $14,031 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 IPG-INTERPUBLIC GROUP-1096   $8,790 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LSTZA-LIBERTY MEDIA CORP NEW LI   $276 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LTD-LIMITED BRANDS INC-493   $12,451 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MHS-MEDCO HEALTH SOLUTIONS-150   $8,652 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NFG-NATIONAL FUEL GAS CO.-215   $10,953 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 21 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NWSA-NEWS LTD CORP ADR PFD-1515   $20,960 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ORCL-ORACLE CORP-872   $20,588 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PCG-PG&E CORP-217   $9,477 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 RJF-RAYMOND JAMES FINL INC-253   $7,217 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HSIC-SCHEIN HENRY INC-154   $8,871 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 TECH-TECHNE CORP COMMON-40   $2,471 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 22 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VSEA-VARIAN SEMICON EQUIPMENT-17   $5,237 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 WFMI-WHOLE FOODS MARKET INC-81   $3,296 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALKS-ALKERMES INC-69   $804 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 AMZN-AMAZON COM INC-97   $12,404 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ATR-APTARGROUP INC-2   $82 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BA-BOEING COMPANY-259   $17,870 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 23 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CECO-CAREER EDUCATION CORP-250   $7,509 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CI-CIGNA CORP-312   $10,413 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CCI-CROWN CASTLE INTERNATIONAL C   $12,063 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DTV-DIRECTV GROUP INC-52   $1,971 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DISCA-DISCOVERY HOLDING SER A-13   $484 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 EMR-EMERSON ELECTRIC-407   $19,581 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 24 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GNW-GENWORTH FINANCIAL INC-1587   $24,265 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 HPQ-HEWLETT PACKARD COMPANY-875   $41,269 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 JEC-JACOBS ENGINEERING GROUP-173   $7,904 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LSTZA-LIBERTY MEDIA CORP NEW LI   $553 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LO-LORILLARD INC-139   $11,068 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 MTD-METTLER TOLEDO INTL INCF-89   $10,495 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 25 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NOV-NATIONAL OILWELL VARCO-321   $12,651 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NBL-NOBLE ENERGY INC-164   $10,902 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PHH-P H H CORPORATION-15   $331 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 PPDI-PHARMACEUTICAL PROD DEV-229   $5,803 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 RYN-RAYONIER INC-175   $7,871 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 SWK-STANLEY WORKS-266   $15,883 2010-05-17
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 26 of 26 of Part II
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 TLAB-TELLABS INC-1170   $10,220 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VTR-VENTAS INC-208   $9,876 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 WYNN-WYNN RESORTS-149   $12,058 2010-05-17
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    SCHOELLERMAN FAMILY FOUNDATION
          		Employer identification number

    27-1323201
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & FINANCIAL PLANNING 12,000 6,000   6,000
    INVESTMENT MGMT FEES 10,625 10,625    

    TY 2010 CompensationExplanation
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Person Name Explanation
    ALVIN L SCHOELLERMAN  
    DONALD L SCHOELLERMAN  
    DONALD L SCHOELLERMAN  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND FUNDS 155,928 151,987

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,240,814 1,506,652

    TY 2010 OtherAssetsSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE   993 993


    TY 2010 OtherDecreasesSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Description Amount
    UNREALIZED GAIN ON CONTRIBUTED SECURITIES 893,343


    TY 2010 OtherExpensesSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 7 7    


    TY 2010 TaxesSchedule
    Name:
    SCHOELLERMAN FAMILY FOUNDATION
    EIN: 27-1323201
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 506 506