TY 2010 Form 990PF

- TIN:

Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0052

2010

For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010

Check all that apply:Initial returnInitial return of a former public charityFinal return

Amended returnAddress changeName change

Name of foundation
The William Ellis Robinson Foundation

Number and street (or P.O. box number if mail is not delivered to street address)255 West 88th Street Room/suite

City or town, state, and ZIP code
New York, NY10024

A Employer identification number

31-1607491

B Telephone number (see page 10 of the instructions)

(212) 303-8862

C If exemption application is pending, check here bullet

D 1. Foreign organizations, check here . bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation 2. Foreign organizations meeting the 85% test,
check here and attach computation bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,454,929J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here bullet

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	1,225		1,225
4	Dividends and interest from securities......	17,687		17,687
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		98,595
b	Gross sales price for all assets on line 6a 1,066,068
7	Capital gain net income (from Part IV, line 2)...			98,595
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).......		-23,480	-23,480
12	Total. Add lines 1 through 11........	94,027		94,027
13	Compensation of officers, directors, trustees, etc.	30,000		6,000	24,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		9,040	6,780	2,260
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see page 14 of the instructions)		525	525
19	Depreciation (attach schedule) and depletion...		112
20	Occupancy..............	15,951		3,988	11,963
21	Travel, conferences, and meetings.......	72		18	54
22	Printing and publications..........
23	Other expenses (attach schedule).......		45,688	26,176	19,512
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	101,388		43,487	57,789
25	Contributions, gifts, grants paid........	131,800			131,800
26	Total expenses and disbursements. Add lines 24 and 25	233,188		43,487	189,589
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-139,161
b	Net investment income (if negative, enter -0-)			50,540
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	43,653	27,753	27,753
	2	Savings and temporary cash investments..........	346,759	402,851	402,851
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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) 29,000
		Less: allowance for doubtful accounts	50,000	29,000	29,000
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........	58,550	33,550	33,550
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	976,703	769,592	884,495
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	824,828	623,578	1,077,226
	14	Land, buildings, and equipment: basis 1,250
		Less: accumulated depreciation (attach schedule) 1,196	166	54	54
	15	Other assets (describe )	2,950
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,303,609	1,886,378	2,454,929
	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 )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		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	2,303,609	1,886,378
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	2,303,609	1,886,378
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	2,303,609	1,886,378

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	2,303,609
2	Enter amount from Part I, line 27a......................	2	-139,161
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	2,164,448
5	Decreases not included in line 2 (itemize)	5	278,070
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30..	6	1,886,378

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	WELLS FARGO # 3418-0419 - SHORT TERM	P	2010-01-01	2010-12-31
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	793,824	753,363	40,461
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			40,461
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	98,595
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 . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

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	232,110	2,058,421	0.11276
2008	262,102	2,789,797	0.09395
2007	261,711	3,494,168	0.07490
2006	141,476	3,425,295	0.04130
2005	44,270	2,742,136	0.01614

2	Total of line 1, column (d) ......................	2	0.33906
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.06781
4	Enter the net value of noncharitable-use assets for 2010 from Part X, line 5.....	4	2,018,210
5	Multiply line 4 by line 3.......................	5	136,857
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	505
7	Add lines 5 and 6.........................	7	137,362
8	Enter qualifying distributions from Part XII, line 4..............	8	189,589
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	505
	hereand 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	505
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	505
6	Credits/Payments:

a	2010 estimated tax payments and 2009 overpayment credited to 2010	6a	4,539
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,539
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,034
11	Enter the amount of line 10 to be: Credited to 2011 estimated tax4,034	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?.............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) bullet

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 .

Yes

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...........................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

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) .......

Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

M David Sherrill Telephone no. bullet

(212) 303-8862

Located at bullet

255 West 88th Street 13ANew YorkNY ZIP+4 bullet

100241719

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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? .................

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

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.) .........

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year?.....................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)...YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)?

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay

premiums on a personal benefit contract?....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
Peter A Meizels	Director 0.00	15,000
40 Ridgecrest Road Stamford,CT06903	Director 0.00	15,000
Lucien SY Guthrie	Director 0.00	0
1160 Fifth Avenue New York,NY10029	Director 0.00	0
Ian B Montgomery	Secretary 0.00	0
101 East 69th Street New York,NY10021	Secretary 0.00	0
M David Sherrill	President 0.00	15,000
255 West 88th Street 13A New York,NY100241719	President 0.00	15,000

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...................

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)

Page 7

Part IX-B

Summary of Program-Related Investments (see page 23 of the instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3........................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 24 of the instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,379,289

Average of monthly cash balances.......................

410,509

Fair market value of all other assets (see page 24 of the instructions)............

259,146

Total (add lines 1a, b, and c).........................

2,048,944

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) ..............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d..........................

2,048,944

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25

of the instructions) ............................

30,734

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,018,210

Minimum investment return. Enter 5% of line 5...................

100,911

Part XI

Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

100,911

Tax on investment income for 2010 from Part VI, line 5......

505

Income tax for 2010. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

505

Distributable amount before adjustments. Subtract line 2c from line 1............

100,406

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4.............................

100,406

Deduction from distributable amount (see page 25 of the instructions)...........

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1.................................

100,406

Part XII

Qualifying Distributions (see page 25 of the instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

189,589

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes................................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

189,589

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)............

505

Adjusted qualifying distributions. Subtract line 5 from line 4...............

189,084

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)

Page 8

Part XIII

Undistributed Income (see page 26 of the instructions)

		(a) Corpus	(d) 2010
1 Distributable amount for 2010 from Part XI, line 7			100,406
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.......	13,357
d From 2008.......	122,612
e From 2009.......	129,189
fTotal of lines 3a through e.........		265,158
4Qualifying distributions for 2010 from Part
XII, line 4: $ 189,589
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)...		0
d Applied to 2010 distributable amount.....			100,406
e Remaining amount distributed out of corpus		89,183
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		354,341
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 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see page 27 of the instructions) ...........
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 ......		354,341
10 Analysis of line 9:
a Excess from 2006....
b Excess from 2007....	13,357
c Excess from 2008....	122,612
d Excess from 2009....	129,189
e Excess from 2010....	89,183

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see page 27 of the instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals or organizations
under other conditions, complete items 2a, b, c, and d.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
American Independence Museum One Governors Lane Exeter,NH03833	None	Public	EDUCATIONAL	1,000
Saint Georges Society 216 East 45th Street New York,NY10017	None	Public	EDUCATIONAL	5,000
Saint Andrews Society 150 E 55th Street New York,NY10022	None	Public	EDUCATIONAL	5,000
James Town Society PO Box 6845 Richmond,VA23230	None	Public	EDUCATIONAL	5,000
Washington Foundation 1627 K Street NW Washington,DC20006	None	Public	EDUCATIONAL	5,000
New York Genealogical and Biographical 36 West 44th Street New York,NY10036	None	Public	EDUCATIONAL	5,000
Inwood House Teen Family Learning Center 320 East 82nd Street New York,NY10028	None	Public	EDUCATIONAL	1,000
Spence School 22 E 91ST STREET New York,NY10128	None	Public	to prepare girls in grades kindergarten through 12 for college	5,000
Library Fund - Univof Cal-Berkeley 110 SPROUL HALL Berkeley,CA94720	None	Public	TO PROMOTE LITERACY FOR ALL AGES	10,000
SOCIETY OF MAYFLOWER DESCENDENTS-NY 20 WEST 44TH STREET NEW YORK,NY10036	None	Public	TO PERPETUATE THE MEMORY OF PILGRIM FATHERS AND MAINTAIN AND DEFEND THE PRINCIPLES OF CIVIL AND RELIGIOUS LIBERTY.	7,000
FOUNTAIN HOUSE INC 425 W 47TH STREET NEW YORK,NY10036	None	Public	TO REBUILD LIVES OF PEOPLE WITH MAJOR MENTAL ILLNESS THROUGH JOBS, HOUSING AND EDUCATION.	2,000
CONVENT OF THE SACRED HEART 1 EAST 91ST STREET NEW YORK,NY10128	None	Public	TO PROMOTE A PERSONAL RELATIONSHIP WITH GOD AND FOSTERS THE SPIRITUAL LIVES OF ITS MEMBERS.	11,000
Episcopal School 35 East 69th Street New York,NY10021	None	Public	To provde funding for the educational programs providedunder the school curriculum	300
The Society of the Cincinnati 2118 Massachusetts Avenue NW Washington,DC20008	None	Public	Provide assistance for studies in American history	7,000
N England Genealogical Society 101 Newbury Street Boston,MA02116	None	Public	To enhance the society facilities for the promotion of family histroical searches	17,500
St Bernards School 4 East 98th Street New York,NY10029	None	Public	To promote the special educational programs provided in the curriculum	35,000
Society Prevention-Cruelty to Children 161 William Street New York,NY10038	None	Public	Educational purposesrelated to the prevention of cruelty to children in American society	10,000
Total ................................. 3a				131,800

bApproved for future payment

Total .................................. 3b

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
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments			14	1,225
4 Dividends and interest from securities....			14	17,687
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....			14	23,480
8Gain or (loss) from sales of assets other than inventory			18	98,595
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)..				94,027

13Total. Add line 12, columns (b), (d), and (e)...................

1394,027

(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.	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)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash....................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements............................

1b(4)

(5) Loans or loan guarantees..............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

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.

	Signature of officer or trustee	Date	Title

Preparer's Signature	Date	Check if self- employed	PTIN
Firm's name Firm's address		Firm's EIN
		Phone no.

Form 990-PF (2010)

Additional Data

Software ID:	10000105
Software Version:	2010v3.2

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2010 AccountingFeesSchedule

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Accounting and Tax Preparation	9,040	6,780	0	2,260

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2010 DepreciationSchedule

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included
FURNITURE & FIXTURES	2004-09-01	1,250	1,084	57	8.93 %	112

- TIN:

TY 2010 InvestmentsCorpStockSchedule

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Name of Stock	End of Year Book Value	End of Year Fair Market Value
76 shs 3m co	5,880	6,559
15 shs yara international asa	304	870
144 shs xl group plc shs	2,615	3,142
53 shs wolverine world wide	1,818	1,690
38 shs whiting petroleum corp	1,883	4,453
640 shs weathrford international	11,981	14,592
171 shs waste connections inc	5,301	4,708
57 shs visa inc class a	3,879	4,012
131 shs virgin media inc	2,793	3,568
450 shs vale s a adr	8,703	15,557
102 shs v f corporation	8,076	8,790
180 shs unitedhealth group	6,489	6,500
44 shs united technologies corp	2,730	3,464
135 shs united rentals inc	3,067	3,071
225 shs unilever n v adr	5,020	7,065
305 shs ubs ag-reg	5,194	5,023
210 shs transocean ltd	16,332	14,597
118 shs texas instruments inc	3,309	3,835
144 shs tesco corp	2,124	2,287
180 shs tenaris s a	5,098	8,816
51 shs teledyne technologies	1,668	2,242
87 shs target corp	4,320	5,231
120 shs talisman energy	1,986	2,663
115 shs synopsys corp	2,324	3,095
367 shs suncor energy inc	12,485	14,052
211 shs starbucks corp	5,547	6,779
89 shs st jude medical inc	3,573	3,805
67 shs southwestern energy co	3,268	2,508
271 shs solutia inc	3,461	6,255
212 shs slm corp	2,843	2,669
127 shs sei investments co	2,374	3,021
218 shs schlumberger ltd	14,456	18,203
73 shs sandisk corporation	3,532	3,640
47 shs salesforce.com	3,913	6,204
59 shs roper inds inc new	2,855	4,509
98 shs rockwell collins	5,834	5,709
51 shs rock-tenn co	2,589	2,751
140 shs rio tinto plc	5,846	10,032
42 shs rayonier inc	1,182	2,206
66 shs range resources corp	3,205	2,969
110 shs quest software inc	1,772	3,051
106 shs progress software corp	3,473	4,494
84 shs procter & gamble	5,463	5,404
34 shs proassurance corp	2,398	2,060
15 shs priceline com inc	3,053	5,993
47 shs precision castparts corp	5,969	6,543
107 shs potash corp of saskatchewan	4,617	16,567
76 shs plexus corporation	2,373	2,351
35 shs partnerre ltd	2,513	2,812
169 shs oshkosh corp	6,084	5,956
445 shs oracle corporation	12,095	13,929
115 shs novartis ag	5,419	6,779
89 shs nordstrom inc	3,189	3,772
51 shs noble energy inc	3,095	4,390
420 shs noble corp	14,536	15,023
52 shs netflix.com inc	4,689	9,136
96 shs netapp inc	4,701	5,276
200 shs nestle s a reg adr	9,012	11,764
430 shs nabors industries ltd	9,546	10,088
30 shs murphy oil corp	2,029	2,237
246 shs monotype imaging	1,966	2,731
157 microchip technology inc	4,559	5,371
47 shs mednax inc	2,626	3,163
81 shs mead johnson	3,762	5,042
85 shs mcdonalds corp	6,954	6,525
135 shs manulife finl corp	3,410	2,319
61 shs laboratory corp	5,415	5,363
101 shs juniper network inc	3,780	3,729
88 shs jpmorgan chase & co	3,207	3,733
93 shs john wiley & sons inc	3,806	4,207
148 shs interval leisure	1,643	2,389
17 shs intercontinentalexchang	1,954	2,026
227 shs ingersoll-rand	8,635	10,689
42 shs ihs inc	2,090	3,376
72 shs icon pub ltd	1,894	1,577
51 shs hubbell inc	2,826	3,067
80 shs hospira inc	4,270	4,455
93 shs helmerich	3,456	4,509
136 shs hasbro inc	4,802	6,416
76 shs guess inc	3,118	3,596
38 shs goodrich corp	2,835	3,347
21 shs f5 networks	1,857	2,733
118 shs freeport-mcmoran copper	7,556	14,171
20 shs finning intl inc	523	549
123 shs fei company	6,724	3,248
72 shs express scripts inc	3,792	3,892
49 shs eog resurces inc	4,972	4,479
17 shs enstar group ltd	1,058	1,438
85 shs ensign energy service	1,278	1,297
72 shs emerson electric co	4,116	4,116
229 shs e m c corp mass	3,927	5,244
114 shs dreamworks animation skg	4,154	3,360
30 shs dolby laboratories inc	1,260	2,001
305 shs discover financial	4,746	5,652
65 shs diageo plc	4,361	4,831
100 shs denbury resources inc	1,598	1,909
85 shs danaher corp	4,548	4,009
66 shs cummins inc	2,935	7,261
72 shs ctrip.com international	3,374	2,912
144 shs crown holdings inc	4,084	4,807
78 shs covidien plc	3,714	3,561
250 shs corning inc	4,315	4,830
40 shs core laboratories inc	1,935	3,562
92 shs cooper tire & rubber co	2,130	2,169
150 shs cooper industries plc	6,500	8,744
91 shs comerica inc	2,949	3,844
45 shs colgate palmolive	3,622	3,617
155 shs coca-cola	9,522	10,194
65 shs coach inc	2,288	3,595
24 shs cme group inc	7,473	7,722
162 citrix system	8,724	11,082
136 shs cit group inc	5,356	6,406
189 shs cisco systems inc	4,946	3,823
188 shs check point software	8,320	8,697
93 shs celgene corp	5,547	5,500
66 shs caterpillar inc	3,071	6,182
110 shs canadian pacific railway	6,246	7,129
432 shs canadian natural resources	18,494	19,189
130 shs canadian natl ry co	6,726	8,641
93 shs cameron internatinl crp	3,473	4,718
131 shs bruker corporation	1,758	2,175
125 shs brokkfield asset mangmnt	3,074	4,161
65 shs british amern tob plc	3,994	5,051
72 shs borg warner inc	4,457	5,210
112 shs boeing co	12,710	7,309
38 shs bio rad labs inc	4,269	3,946
110 shs bhp billiton ltd	7,487	10,221
60 shs basf se sponsored adr	2,559	4,798
110 shs axa-adr	3,160	1,832
72 shs apple inc	12,663	23,224
44 shs ansys inc	2,370	2,291
97 shs amphenol corp new	3,504	5,120
73 shs amgen inc	4,503	4,008
151 shs american tower corp	6,440	7,798
62 shs amazon com inc	10,084	11,160
80 shs allied world assurance	3,678	4,755
84 shs allergan inc	5,954	5,768
147 allegheny technologies	7,506	8,111
89 shs albemarle corp	3,783	4,964
89 shs agilent tech inc	2,519	3,687
153 shs adobe systems inc	4,849	4,709
127 shs actuant corp	2,366	3,381
2000 SHS AMERICAN CAPITAL AGENCY	53,510	57,480
2500 SHS INFINERA CORP NEW	47,290	25,825

- TIN:

TY 2010 InvestmentsOtherSchedule2

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
1000 SHS TEEKAY OFFSHORE PARTNERF	AT COST	14,250	27,750
750 SHS WILLIAMS PARTNERS LP	AT COST	35,437	34,988
850 SHS TEEKAY LNG PARTNERS LP F	AT COST	18,785	32,292
1250 SHS SUNOCO LOGISTICS PTNR LP	AT COST	34,774	104,488
1000 SHS RHINO RES PARTNERS LP	AT COST	22,177	23,340
250 SHS PLAINS ALL AMERN PPLN LP	AT COST	9,341	15,698
900 SHS ONEOK PARTNERS LP	AT COST	13,892	71,550
900 SHS NUSTAR ENERGY LP	AT COST	31,395	62,532
900 SHS MAGELLAN MIDSTREAM PTNRS	AT COST	19,379	50,850
1000 SHS HOLLY ENERGY PARTNERS	AT COST	29,643	50,910
1300 SHS ENTERPRISE PRD PRTNRS LP	AT COST	8,223	54,093
500 SHS ENERGY TRANSFER PARTNERS	AT COST	17,433	25,910
1750 SHS COPANO ENERGY LLC	AT COST	20,122	59,063
2765.4042 SHS CHENIERE ENERGY PTNRS LP	AT COST	19,966	58,931
1000 SHS BUCKEYE PARTNERS UTS L P	AT COST	39,062	66,830
3000 SHS BOARDWALK PIPELINE PTNRS	AT COST	50,753	93,390
1000 SHS ECA MARCELLUS TR I	AT COST	20,885	26,550
Art Work	AT COST	218,061	218,061

- TIN:

TY 2010 LandEtcSchedule2

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
Furniture and Fixtures	1,250	1,196	54	54

- TIN:

TY 2010 OtherDecreasesSchedule

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Description	Amount
Reverse fair market adjustment	278,070

- TIN:

TY 2010 OtherExpensesSchedule

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Utilities	42	6	36
Storage	3,980	597	3,383
Office and mailing	72	22	50
Meals and entertainment	4,411	662	3,749
Investment management fees	21,800	21,800
BANK CHARGES	10	10
Auto and local fares	226	57	169
Advertsing-NY Law Journal	147	22	125
administrative fes	15,000	3,000	12,000

- TIN:

TY 2010 OtherIncomeSchedule2

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Other Investment Income	-23,480	-23,480

- TIN:

TY 2010 OtherNotesLoansRcvblShortSch2

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Name of 501(c)(3) Organization	Balance Due
Law Firm	29,000

- TIN:

TY 2010 TaxesSchedule

Name:

The William Ellis Robinson Foundation

EIN: 31-1607491

Software ID:10000105

Software Version:2010v3.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Foreign Taxes	525	525