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
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
CHARLES REDD FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O 4271 VINTAGE RD   Room/suite
City or town, state, and ZIP code
PROVO, UT84604
A Employer identification number

87-6148176
B Telephone number (see page 10 of the instructions)

(801) 222-9990
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$969,439
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 27,375 27,375  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 239,678
b Gross sales price for all assets on line 6a 1,146,925
7 Capital gain net income (from Part IV, line 2)... 239,678
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)....... 1,404 1,404  
12 Total. Add lines 1 through 11........ 268,457 268,457  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,495 2,495    
c Other professional fees (attach schedule).... 12,500 12,500    
17 Interest............... 125      
18 Taxes (attach schedule) (see page 14 of the instructions) 39 39    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,347      
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,506 15,034   0
25 Contributions, gifts, grants paid........ 35,700 35,700
26 Total expenses and disbursements. Add lines 24 and 25 54,206 15,034   35,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 214,251
b Net investment income (if negative, enter -0-) 253,423
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 (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 77,103 4,912 4,912
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,000    
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........... 150 150 150
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 770,023 Click to see attachment1,057,465 959,777
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet4,600
Less: accumulated depreciation (attach schedule) bullet   4,600 Click to see attachment4,600 4,600
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 852,876 1,067,127 969,439
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 852,876 1,067,127
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).................... 852,876 1,067,127
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 852,876 1,067,127
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)............... 1 852,876
2 Enter amount from Part I, line 27a..................... 2 214,251
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,067,127
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,067,127
Form 990-PF (2011)
Form 990-PF (2011)
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 HARRIS CORP-DEL P 2009-03-03 2011-01-06
b AMDOCS LIMITED P 2008-10-23 2011-03-24
c ABBOTT LABORATORIES P 2011-01-21 2011-03-24
d BRINKS COMPANY P 2008-11-11 2011-03-24
e CISCO SYSTEMS P 2005-08-15 2011-03-24
DRESSER RAND GROUP P 2006-09-25 2011-03-24
NAVISTAR INT P 2010-01-27 2011-03-24
PEOPLES UTD FINL P 2010-11-15 2011-03-24
TEVA PHARMACEUTICAL P 2010-05-24 2011-03-24
WESTERN UNION CO P 2009-02-12 2011-03-24
HARRIS CORP-DEL P 2009-03-26 2011-01-06
AMDOCS LIMITED P 2008-11-06 2011-03-24
AKZO NOBEL P 2010-12-13 2011-03-24
BRINKS COMPANY P 2009-09-30 2011-03-24
CISCO SYSTEMS P 2008-01-22 2011-03-24
FTI CONSULTING INC P 2010-04-16 2011-03-24
NAVISTAR INT P 2010-03-15 2011-03-24
REPUBLIC SERVICES INC P 2011-02-22 2011-03-24
TEVA PHARMACEUTICAL P 2010-10-08 2011-03-24
WESTERN UNION CO P 2009-02-13 2011-03-24
BERKLEY WR CORPORATON P 2009-02-20 2011-01-28
TYCO INTERNATIONAL P 2008-11-11 2011-03-24
AKZO NOBEL P 2010-12-14 2011-03-24
BRINKS COMPANY P 2009-10-07 2011-03-24
CISCO SYSTEMS P 2008-07-22 2011-03-24
FTI CONSULTING INC P 2010-04-19 2011-03-24
NUANCE COMMUNICATIONS P 2009-11-05 2011-03-24
SAFEWAY INC P 2008-03-13 2011-03-24
TIME WARNER P 2003-03-04 2011-03-24
WYNDHAM WORLDWIDE CORP P 2008-11-11 2011-03-24
TELEPHONE & DATA SYSTEMS INC P 2009-05-05 2011-01-31
TYCO INTERNATIONAL P 2008-11-12 2011-03-24
ALLIANT TECHSYSTEMS P 2010-05-20 2011-03-24
CVS CAREMARK P 2008-01-03 2011-03-24
CISCO SYSTEMS P 2010-11-22 2011-03-24
FIDELITY NATIONAL INFORMATION P 2009-04-14 2011-03-24
NUANCE COMMUNICATIONS P 2010-08-20 2011-03-24
SAFEWAY INC P 2008-07-17 2011-03-24
TIME WARNER P 2005-07-05 2011-03-24
YAHOO INC P 2011-01-31 2011-03-24
BALL CORP P 2006-05-10 2011-02-03
TYCO INTERNATIONAL P 2010-06-11 2011-03-24
AMGEN P 2009-02-05 2011-03-24
CVS CAREMARK P 2008-08-19 2011-03-24
COMCAST CORP P 2009-11-17 2011-03-24
FIDELITY NATIONAL INFORMATION P 2009-05-08 2011-03-24
NUANCE COMMUNICATIONS P 2010-08-23 2011-03-24
SAFEWAY INC P 2008-11-03 2011-03-24
TIME WARNER P 2006-06-20 2011-03-24
ZIMMER HOLDINGS INC P 2009-03-04 2011-03-24
TELEPHONE & DATA SYSTEMS INC P 2009-05-26 2011-02-03
SEASPAN CORP P 2011-01-13 2011-03-24
AMGEN P 2009-12-15 2011-03-24
CVS CAREMARK P 2008-09-23 2011-03-24
CONOCOPHILLIPS P 2002-05-29 2011-03-24
FIDELITY NATIONAL INFORMATION P 2009-05-15 2011-03-24
NUANCE COMMUNICATIONS P 2010-08-27 2011-03-24
SAFEWAY INC P 2009-03-03 2011-03-24
TORCHMARK CORP P 2009-06-30 2011-03-24
ZIMMER HOLDINGS INC P 2010-07-30 2011-03-24
GENERAL ELECTRIC P 2008-10-28 2011-02-10
SEASPAN CORP P 2011-01-21 2011-03-24
BANK OF NEW YORK P 2008-10-23 2011-03-24
CVS CAREMARK P 2009-01-14 2011-03-24
CORRECTIONS CORP AMERICA P 2010-04-01 2011-03-24
GENERAL DYNAMICS P 2003-03-06 2011-03-24
NV ENERGY INC P 2009-06-10 2011-03-24
SAFEWAY INC P 2009-08-03 2011-03-24
VIRGIN MEDIA P 2007-02-09 2011-03-24
GENERAL ELECTRIC P 2008-11-24 2011-02-10
SEASPAN CORP P 2011-01-25 2011-03-24
BANK OF NEW YORK P 2008-12-22 2011-03-24
CARTER'S INC P 2009-11-16 2011-03-24
CORRECTIONS CORP AMERICA P 2010-04-05 2011-03-24
GENERAL DYNAMICS P 2010-02-02 2011-03-24
OMNICARE INC P 2007-11-07 2011-03-24
SAFEWAY INC P 2011-02-11 2011-03-24
VIRGIN MEDIA P 2007-02-12 2011-03-24
WASTE MANAGEMENT P 2008-12-03 2011-02-22
SEASPAN CORP P 2011-01-26 2011-03-24
BAXTER INT INC P 2010-06-26 2011-03-24
CARTER'S INC P 2010-01-22 2011-03-24
CORRECTIONS CORP AMERICA P 2010-04-06 2011-03-24
IBM P 2005-05-03 2011-03-24
OMNICARE INC P 2009-08-12 2011-03-24
SEALED AIR CORP NEW P 2010-03-15 2011-03-24
VIRGIN MEDIA P 2007-03-01 2011-03-24
WASTE MANAGEMENT P 2008-12-04 2011-02-22
SEASPAN CORP P 2011-01-27 2011-03-24
BEST BUY P 2010-02-05 2011-03-24
CARTER'S INC P 2010-01-25 2011-03-24
COVANTA HOLDING CORP P 2009-10-28 2011-03-24
L-3 COMMUNICATIONS HOLDINGS P 2011-01-06 2011-03-24
OMNICARE INC P 2009-08-12 2011-03-24
SOUTHWESTERN ENERGY CO P 2011-02-28 2011-03-24
VIRGIN MEDIA P 2007-03-01 2011-03-24
DEVON ENERGY P 2008-09-09 2011-02-28
SEASPAN CORP P 2011-01-28 2011-03-24
BEST BUY P 2010-02-16 2011-03-24
CARTER'S INC P 2010-06-28 2011-03-24
COVANTA HOLDING CORP P 2009-10-29 2011-03-24
LEGG MASON INC P 2011-01-10 2011-03-24
OMNICARE INC P 2009-08-18 2011-03-24
SOUTHWESTERN ENERGY CO P 2011-03-01 2011-03-24
WENDY'S/ARBY'S P 2009-11-30 2011-03-24
DRESSER RAND GROUP P 2006-09-25 2011-02-28
SEASPAN CORP P 2011-01-31 2011-03-24
BEST BUY P 2010-06-24 2011-03-24
CENTERPOINT ENERGY P 2005-03-22 2011-03-24
COVANTA HOLDING CORP P 2010-11-15 2011-03-24
MEDTRONIC INC P 2010-10-08 2011-03-24
OMNICARE INC P 2009-10-30 2011-03-24
SYMANTEC P 2005-11-21 2011-03-24
WENDY'S/ARBY'S P 2009-12-03 2011-03-24
AIR PRODUCTS & CHEM P 2010-03-02 2011-03-03
AT&T INC P 2009-02-27 2011-03-24
BEST BUY P 2010-12-21 2011-03-24
CENTERPOINT ENERGY P 2006-04-13 2011-03-24
DEVON ENERGY P 2008-09-09 2011-03-24
MEDTRONIC INC P 2010-10-30 2011-03-24
OMNICARE INC P 2010-08-12 2011-03-24
SYMANTEC P 2006-03-24 2011-03-24
WENDY'S/ARBY'S P 2010-06-11 2011-03-24
COOPER COMPANIES P 2008-02-14 2011-03-11
ABBOTT LABORATORIES P 2009-09-04 2011-03-24
BEST BUY P 2011-02-18 2011-03-24
CENTERPOINT ENERGY P 2006-04-17 2011-03-24
DEVON ENERGY P 2009-07-01 2011-03-24
MOTOROLA SOLUTIONS INC P 2011-03-09 2011-03-24
PEOPLES UTD FINL P 2010-02-12 2011-03-24
TELEPHONE & DATA SYSTEMS INC P 2009-05-28 2011-03-24
WESTERN UNION CO P 2005-06-05 2011-03-24
AMDOCS LIMITED P 2008-10-22 2011-03-24
ABBOTT LABORATORIES P 2010-04-27 2011-03-24
BRINKS COMPANY P 2000-03-01 2011-03-24
CHICOS FAS P 2011-01-14 2011-03-24
DIME BANCORP WARRANTS P 1996-03-20 2011-03-24
NAVISTAR INT P 2010-01-26 2011-03-24
PEOPLES UTD FINL P 2010-02-16 2011-03-24
TEVA PHARMACEUTICAL P 2009-10-07 2011-03-24
WESTERN UNION CO P 2009-02-11 2011-03-24
(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 9,067   7,521 1,546
b 5,813   4,539 1,274
c 4,786   4,714 72
d 3,233   2,386 847
e 6,976   7,137 -161
20,783   8,006 12,777
13,302   7,545 5,757
8,630   8,819 -189
4,793   5,500 -707
2,141   1,250 891
13,600   8,372 5,228
5,813   3,895 1,918
6,482   5,655 827
3,233   2,533 700
1,744   2,324 -580
7,322   7,939 -617
6,651   4,212 2,439
20,764   21,012 -248
4,793   5,370 -577
4,282   2,498 1,784
2,821   2,242 579
3,431   1,506 1,925
19,446   16,993 2,453
3,233   2,542 691
5,232   6,504 -1,272
7,322   7,954 -632
8,840   6,623 2,217
6,788   8,769 -1,981
16,505   8,603 7,902
21,909   4,544 17,365
3,100   2,593 507
6,862   2,906 3,956
14,150   15,195 -1,045
16,944   18,314 -1,370
3,488   3,912 -424
18,813   11,445 7,368
1,768   1,490 278
6,788   8,020 -1,232
4,716   6,093 -1,377
11,489   10,879 610
21,487   11,615 9,872
8,989   7,085 1,904
5,360   5,518 -158
6,778   7,525 -747
14,389   9,177 5,212
6,271   3,624 2,647
1,768   1,498 270
2,263   2,124 139
2,358   3,392 -1,034
12,287   7,038 5,249
3,100   2,767 333
1,611   1,399 212
10,719   11,324 -605
3,389   3,423 -34
36,057   13,637 22,420
3,135   1,803 1,332
3,536   2,997 539
4,525   3,771 754
13,139   7,338 5,801
12,287   10,741 1,546
10,423   9,157 1,266
1,611   1,393 218
8,694   8,641 53
3,389   2,675 714
9,258   7,926 1,332
15,215   5,652 9,563
23,484   16,536 6,948
4,525   3,788 737
13,616   13,735 -119
8,339   6,046 2,293
1,611   1,393 218
8,694   7,808 886
2,750   2,113 637
4,629   3,973 656
15,215   13,580 1,635
2,936   2,486 450
10,181   9,524 657
8,169   8,269 -100
7,610   5,750 1,860
1,611   1,391 220
15,745   12,446 3,299
5,500   5,209 291
2,315   1,987 328
31,572   15,315 16,257
2,936   2,308 628
13,176   10,396 2,780
2,723   2,554 169
7,610   5,985 1,625
1,611   1,399 212
3,159   3,573 -414
8,249   7,812 437
1,679   1,800 -121
23,982   21,250 2,732
8,808   6,921 1,887
12,540   11,137 1,403
5,446   5,142 304
8,802   9,089 -287
3,221   2,742 479
9,476   10,722 -1,246
5,500   5,687 -187
11,756   12,620 -864
10,231   10,744 -513
5,872   4,594 1,278
8,360   7,499 861
3,975   3,296 679
4,658   2,002 2,656
1,611   1,371 240
3,159   3,717 -558
5,090   3,652 1,438
5,038   4,675 363
11,389   10,099 1,290
2,936   2,231 705
14,187   14,286 -99
6,956   5,741 1,215
13,775   10,359 3,416
8,446   6,743 1,703
3,159   3,472 -313
11,876   8,292 3,584
9,249   9,089 160
3,796   3,400 396
2,936   2,042 894
7,094   6,473 621
4,968   4,106 862
13,929   7,216 6,713
4,786   4,499 287
6,317   6,578 -261
10,179   7,100 3,079
9,249   5,566 3,683
12,500   12,011 489
8,630   10,845 -2,215
2,814   2,733 81
4,282   3,894 388
5,813   4,536 1,277
4,786   5,130 -344
16,167   5,136 11,031
14,013   10,781 3,232
2,646     2,646
6,651   3,791 2,860
2,466   3,090 -624
9,587   9,861 -274
4,282   2,517 1,765
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       1,546
b       1,274
c       72
d       847
e       -161
      12,777
      5,757
      -189
      -707
      891
      5,228
      1,918
      827
      700
      -580
      -617
      2,439
      -248
      -577
      1,784
      579
      1,925
      2,453
      691
      -1,272
      -632
      2,217
      -1,981
      7,902
      17,365
      507
      3,956
      -1,045
      -1,370
      -424
      7,368
      278
      -1,232
      -1,377
      610
      9,872
      1,904
      -158
      -747
      5,212
      2,647
      270
      139
      -1,034
      5,249
      333
      212
      -605
      -34
      22,420
      1,332
      539
      754
      5,801
      1,546
      1,266
      218
      53
      714
      1,332
      9,563
      6,948
      737
      -119
      2,293
      218
      886
      637
      656
      1,635
      450
      657
      -100
      1,860
      220
      3,299
      291
      328
      16,257
      628
      2,780
      169
      1,625
      212
      -414
      437
      -121
      2,732
      1,887
      1,403
      304
      -287
      479
      -1,246
      -187
      -864
      -513
      1,278
      861
      679
      2,656
      240
      -558
      1,438
      363
      1,290
      705
      -99
      1,215
      3,416
      1,703
      -313
      3,584
      160
      396
      894
      621
      862
      6,713
      287
      -261
      3,079
      3,683
      489
      -2,215
      81
      388
      1,277
      -344
      11,031
      3,232
      2,646
      2,860
      -624
      -274
      1,765
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 2 239,678
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 22,477
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))
2010 42,100 987,006 0.042654
2009 45,000 862,004 0.052204
2008 21,000 1,029,298 0.020402
2007 232,500 1,415,711 0.164228
2006 129,250 1,480,280 0.087315
2 Total of line 1, column (d) ...................... 2 0.366803
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 0.073361
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 896,998
5 Multiply line 4 by line 3....................... 5 65,805
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,534
7 Add lines 5 and 6......................... 7 68,339
8 Enter qualifying distributions from Part XII, line 4.............. 8 35,700
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 (2011)
Form 990-PF (2011)
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 5,068
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 5,068
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 5,068
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,068
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 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)bulletUT
    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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT REDD Telephone no.bullet (801) 222-9990
    Located atbullet4271 VINTAGE RDPROVOUT ZIP+4bullet84604
    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 2011, 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 (2011)
    Form 990-PF (2011)
    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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 2011 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 2011.)....................
    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 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    CHARLES H REDDClick to see attachment TRUSTEE
    1.00
    0 0 0
    PO BOX 247
    LA SAL,UT84530
    KATHRYN MULLINClick to see attachment DIRECTOR
    1.00
    0 0 0
    PO BOX 157
    SOLVANG,CA93463
    PAUL REDDClick to see attachment BOARD MEMBER
    1.00
    0 0 0
    PO BOX 326
    PARADOX,CO81429
    MARALEY RASMUSSENClick to see attachment BOARD MEMBER
    1.00
    0 0 0
    140 MAPLE
    WILMETTE,IL60091
    BEVERLY WOODSClick to see attachment BOARD MEMBER
    1.00
    1,000 0 0
    1425 N 1200 W
    MAPLETON,UT84664
    REGINA MITCHELLClick to see attachment BOARD MEMBER
    1.00
    0 0 0
    256 EAGLE WAY
    NORTH SALT LAKE,UT84054
    REBECCA LAMBERTClick to see attachment BOARD MEMBER
    1.00
    0 0 0
    1401 E 1200 N
    MAPLETON,UT84664
    GWENALEY REDD HARDYClick to see attachment BOARD MEMBER
    1.00
    0 0 0
    635 NORTH DANISH COURT
    EPHRAIM,UT84627
    ROBERT REDDClick to see attachment BOARD MEMBER
    1.00
    0 0 0
    4271 VINTAGE RD
    PROVO,UT84604
    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 (2011)
    Form 990-PF (2011)
    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
    864,900
    b
    Average of monthly cash balances.......................
    1b
    41,008
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    4,750
    d
    Total (add lines 1a, b, and c).........................
    1d
    910,658
    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
    910,658
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    13,660
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    896,998
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    44,850
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    44,850
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    5,068
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,068
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,782
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    39,782
    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
    39,782
    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
    35,700
    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
    35,700
    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
    35,700
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 39,782
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007....... 126,767
    c From 2008.......  
    d From 2009....... 1,900
    e From 2010.......  
    fTotal of lines 3a through e......... 128,667
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 35,700
    a Applied to 2010, 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 2011 distributable amount..... 35,700
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011. 4,082 4,082
    (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 5 124,585
    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 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    f Undistributed income for 2011. 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 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
     
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    124,585
    10 Analysis of line 9:
    a Excess from 2007.... 122,685
    b Excess from 2008....  
    c Excess from 2009.... 1,900
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    BEVERLY WOODS
    1425 N 1200 W
    MAPLETON,UT84664
    (801) 489-4435
    bThe form in which applications should be submitted and information and materials they should include:
    12 COPIES OF LETTER OF REQUEST AND ANY OTHER BACKGROUND INFORMATION.
    cAny submission deadlines:
    NOVEMBER 30TH OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GENERALLY SE UTAH, SW COLORADO, EDUCATION, HISTORY & MEDICINE.
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    CHARLES REDD CENTER
    FOR WESTERN STUDIES
    366 SPENCER W KIMBALL
    TOWER
    PROVO,UT84602
    NONE EXEMPT GENERAL FUND 14,000
    FAMILY TIES
    273 E CAPITOL ST
    SALT LAKE CITY,UT84103
    NONE EXEMPT GENERAL FUND 1,000
    HOLE IN THE ROCK FOUND
    PO BOX 476
    BLUFF,UT84512
    NONE EXEMPT GENERAL FUND 2,500
    INNER CITY YOUTH FOUND
    1131 UNIVERSITY BLVD
    SUITE 715
    SILVER SPRING,MD20902
    NONE EXEMPT GENERAL FUND 3,000
    MONTICELLO FFA CLUB
    C/O MONTICELLO HIGH SCHOO
    MONTICELLO,UT84535
    NONE EXEMPT GENERAL FUND 1,000
    PARADOX VALLEY SCHOOL
    PO BOX 420
    PARADOX,CO81429
    NONE EXEMPT GENERAL FUND 5,000
    THE CHILDREN'S CENTER
    5242 S 4820 W
    KEARNS,UT84118
    NONE EXEMPT GENERAL FUND 1,000
    TOWN OF NEW HARMONY
    133 E CENTER STREET
    NEW HARMONY,UT84757
    NONE EXEMPT GENERAL FUND 200
    UTAH AUTISM GIVE
    PO BOX 1165
    AMERICAN FORK,UT84003
    NONE EXEMPT GENERAL FUND 5,000
    UTAH BUSINESS WEEK
    100 WEST TOWNE RIDGE PWY
    SANDY,UT84070
    NONE EXEMPT GENERAL FUND 1,000
    UTAH SYMPHONY
    336 N 400 W
    SALT LAKE CITY,UT84103
    NONE EXEMPT GENERAL FUND 2,000
    Total .................................bullet 3a 35,700
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 27,375  
    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.....     41 1,404  
    8Gain or (loss) from sales of assets other than inventory         239,678
    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)..   28,779 239,678
    13Total. Add line 12, columns (b), (d), and (e)..................
    13268,457
    (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 (2011)
    Form 990-PF (2011)
    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 (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 2,495 2,495    

    TY 2011 CompensationExplanation
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Person Name Explanation
    CHARLES H REDD  
    KATHRYN MULLIN  
    PAUL REDD  
    MARALEY RASMUSSEN  
    BEVERLY WOODS  
    REGINA MITCHELL  
    REBECCA LAMBERT  
    GWENALEY REDD HARDY  
    ROBERT REDD  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES    
    AIR PRODUCTS    
    AKZO NOBEL    
    ALLIANT TECH    
    ALTERGRIS MANAGED FUTURES 35,919 34,589
    AMANA MUTUAL FUND TRUST GROWTH 23,509 22,762
    AMANA MUTUAL FUND TRUST INCOME 20,147 19,610
    AMDOCS    
    AMERICAN CAPITAL INCOME BUILDER CL F 79,750 78,319
    AMERICAN CAPITAL WORLD GR & INC CL F 25,607 22,765
    AMERICAN EUROPACIFIC GROWTH FUND CL 16,475 13,888
    AMERICAN FUNDAMENTAL INVESTORS CL F2 20,297 18,855
    AMERICAN GROWTH FUND OF AMERICA 26,555 24,407
    AMERICAN NEW WORLD FUND CL F2 28,483 24,699
    AMERICAN SMALL CAP WORLD FUND CL F2 25,147 21,501
    AMGEN    
    AT&T INC    
    BALL CORP    
    BANK OF NEW YORK    
    BARON OPPORTUNITY FUND 22,400 20,468
    BAXTER INT    
    BEST BUY    
    BLACKROCK GLOBAL ALLOCATION CL A 20,556 18,898
    BRINKS COMPANY    
    CARTERS INC    
    CENTERPOINT ENERGY INC    
    CISCO SYSTEMS INC    
    COHEN & STEERS REALTY SHARES 13,255 13,173
    COLUMBIA ACORN CLASS Z 23,964 21,568
    COLUMBIA ACORN INTERNATIONAL CL Z 16,403 13,831
    COMCAST CORP    
    CONOCOPHILLIPS    
    COOPER COMPANIES    
    CORRECTIONS CORP OF AMER    
    COVANTA HOLDING CORP    
    CVS CAREMARK    
    DEVON ENERGY    
    DRESSER RAND GROUP INC    
    FIDELITY ADVISOR CONVERTABLE SEC CL 23,167 19,828
    FIDELITY ADVISOR EMERGING MKTS CL I 24,241 19,652
    FIDELITY ADVISOR NEW INSIGHTS CL I 26,300 25,657
    FIDELITY NATIONAL INFORMATION    
    FIDELITY REAL ESTATE INCOME 12,654 12,131
    FIRST EAGLE GLOBAL CL A 79,080 75,795
    FIRST EAGLE OVERSEAS CL A 16,742 15,064
    FRANKLIN CONVERTIBLE SECURITIES A 23,109 20,538
    FTI CONSULTING    
    GABELLI ASSET FUND AAA 11,137 10,418
    GENERAL DYNAMICS    
    GENERAL ELECTRIC    
    HARBOR INTERNATIONAL INVESTOR 16,491 14,079
    HARRIS CORP DEL    
    HEARTLAND VALUE PLUS 15,852 14,142
    IBM    
    IVY ASSET STRATEGY CL A 77,983 70,626
    JANUS OVERSEAS FUND CLASS T 17,291 11,381
    JANUS TRITON FUND CLASS T 11,383 10,718
    MEDTRONIC    
    NAVISTAR    
    NUANCE COMMUNICATIONS    
    NUVEEN EQUITY INCOME CL I 80,292 77,679
    NUVEEN GLOBAL INFRASTRUCTURE CL I 15,360 14,588
    NV ENERGY INC    
    OAKMARK GLOBAL FUND I 25,700 22,699
    OAKMARK INTERNATIONAL SMALL CAP I 11,214 9,471
    OMNICARE INC    
    OPPENHEIMER DEV MARKETS CL Y 29,577 25,134
    OPPENHEIMER INT'L GROWTH CL A 15,813 14,296
    PEOPLES UTD    
    PERKINS MID CAP VALUE FUND CLASS T 17,228 14,962
    PIMCO REAL ESTATE RETURN 13,995 14,115
    ROYCE LOW PRICED STOCK 9,829 7,592
    ROYCE VALUE FUND SERVICE 15,435 12,709
    RUSSELL EMERGING MARKETS S 28,302 22,910
    SAFEWAY INC    
    SEALED AIR CORP    
    SYMANTIC CORP    
    T ROWE PRICE SMALL CAP VALUE ADVISOR 15,615 14,322
    TELEPHONE & DATA SYSTEMS INC    
    TEMPLETON GLOBAL SMALL CO FUND CL A 25,208 19,938
    TEVA PHARMACEUTICAL    
    TIME WARNER    
    TORCHMARK CORP    
    TYCO INT    
    VIRGIN MEDIA INC    
    W R BERKLEY    
    WASTE MANAGEMENT    
    WENDY'S/ARBY'S    
    WESTERN UNION CO    
    WYNDHAM WORLDWIDE CORP    
    ZIMMER HOLDINGS INC    

    TY 2011 LandEtcSchedule2
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 4,600   4,600 4,600


    TY 2011 OtherIncomeSchedule2
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,404 1,404  


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 12,500 12,500    


    TY 2011 TaxesSchedule
    Name:
    CHARLES REDD FOUNDATION
    EIN: 87-6148176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      39 39