Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 10-01-2010 , and ending 09-30-2011
G
Check all that apply:
Name of foundation
WEATHERWAX FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)145 S JACKSON   Room/suite
City or town, state, and ZIP code
JACKSON, MI49201
A Employer identification number

38-6439807
B Telephone number (see page 10 of the instructions)

(517) 787-2117
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$11,838,645J 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...... 363,359 363,359  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 684,917
b Gross sales price for all assets on line 6a 4,027,652
7 Capital gain net income (from Part IV, line 2)... 684,917
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,048,276 1,048,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 127,990 78,791   49,199
14 Other employee salaries and wages...... 83,159 4,407   2,752
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,100 1,550   1,550
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 13,345      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,239     14,239
21 Travel, conferences, and meetings....... 6,036     6,036
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,509     3,509
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 251,378 84,748   77,285
25 Contributions, gifts, grants paid........ 1,998,393 1,998,393
26 Total expenses and disbursements. Add lines 24 and 25 2,249,771 84,748   2,075,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,201,495
b Net investment income (if negative, enter -0-) 963,528
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 117    
2 Savings and temporary cash investments.......... 48,794 580,396 580,396
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 68,128 Click to see attachment59,188 68,081
b Investments—corporate stock (attach schedule)........ 6,779,476 Click to see attachment4,190,367 6,982,613
c Investments—corporate bonds (attach schedule)........ 2,439,960 Click to see attachment2,758,023 2,808,048
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,025,711 Click to see attachment1,571,476 1,399,507
14 Land, buildings, and equipment: basis bullet2,291
Less: accumulated depreciation (attach schedule) bullet2,291      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,362,186 9,159,450 11,838,645
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) Click to see attachment1,241  
23 Total liabilities (add lines 17 through 22).......... 1,241 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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 10,360,945 9,159,450
30 Total net assets or fund balances (see page 17 of the
instructions).................... 10,360,945 9,159,450
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,362,186 9,159,450
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 10,360,945
2 Enter amount from Part I, line 27a...................... 2 -1,201,495
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,159,450
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 9,159,450
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a GOVT NATL MORTGAGE P 1991-10-01 2010-12-31
b FEDERATED ADJUSTABLE RATE P 2009-03-01 2011-04-08
c AUTOMATIC DATA PROCESSING P 2000-03-01 2010-11-16
d FEDERATED ADJUSTABLE RATE P 2009-03-01 2011-04-20
e JABIL CIRCUIT P 2000-03-01 2010-11-16
SYSCO P 2000-03-01 2011-05-10
LABORATORY CORP OF AMERICA P 1991-10-01 2010-11-16
HEWLETT PACKARD CO P 1995-03-01 2011-05-10
MEDTRONIC INC P 1995-03-01 2010-11-16
L-3 COMMICATIONS HLDGS P 1995-03-01 2011-05-10
METLIFE INC P 2000-03-01 2010-11-16
FEDERATED ADJUSTABLE RATE P 2009-03-01 2011-07-18
MICROCHIP TECHNOLOGY INC P 2000-03-01 2010-11-16
BROADCOM CORP P 1995-03-01 2011-07-25
MONSANTO CO P 2000-03-01 2010-11-16
ORACLE CORP P 1995-03-01 2011-07-25
MYLAN LABS INC P 2000-03-01 2010-11-16
FLUOR CORP P 1995-03-01 2011-07-25
RAYTHEON COMPANY P 2000-03-01 2010-11-16
MEDTRONIC INC P 1995-03-01 2011-07-25
STATE STREET CORP P 2000-03-01 2010-11-16
COCA COLA CO P 1995-03-01 2011-07-25
FEDERATED ADJUSTABLE RATE P 2009-03-01 2010-11-18
CAPITAL GAIN DISTRIBUTIONS P 1991-10-01 2010-12-31
FEDERATED ADJUSTABLE RATE P 2009-03-01 2010-12-20
CLASS ACTION AWARDS P 1991-10-01 2011-09-30
AT&T INC P 2000-03-01 2010-01-21
FEDERATED ADJUSTABLE RATE P 2009-03-01 2011-02-14
(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 9,658   8,940 718
b 100,000   100,204 -204
c 193,328   200,671 -7,343
d 50,000   50,051 -51
e 263,148   201,252 61,896
259,294   266,929 -7,635
154,105   56,752 97,353
163,317   80,496 82,821
123,589   17,298 106,291
178,565   106,084 72,481
131,116   199,040 -67,924
189,322   189,322  
131,450   125,157 6,293
285,158   172,749 112,409
124,680   166,760 -42,080
162,582   9,907 152,675
121,810   84,948 36,862
196,483   131,029 65,454
146,444   199,401 -52,957
128,980   17,298 111,682
189,014   249,326 -60,312
137,878   119,285 18,593
100,000   100,203 -203
21,571     21,571
130,000   130,439 -439
1,493     1,493
284,667   308,990 -24,323
50,000   50,204 -204
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       718
b       -204
c       -7,343
d       -51
e       61,896
      -7,635
      97,353
      82,821
      106,291
      72,481
      -67,924
       
      6,293
      112,409
      -42,080
      152,675
      36,862
      65,454
      -52,957
      111,682
      -60,312
      18,593
      -203
      21,571
      -439
      1,493
      -24,323
      -204
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 2 684,917
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 1,570,586 13,726,720 0.114418
2008 1,276,499 12,963,709 0.098467
2007 3,030,239 19,313,592 0.156897
2006 1,769,330 20,952,502 0.084445
2005 2,075,493 20,801,290 0.099777
2 Total of line 1, column (d) ...................... 2 0.554004
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 0.110801
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 13,460,165
5 Multiply line 4 by line 3....................... 5 1,491,400
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,635
7 Add lines 5 and 6......................... 7 1,501,035
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,075,678
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9,635
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 9,635
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 9,635
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 8,300
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 8,300
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 1,335
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated 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)bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCOMERICA BANK TRUST DEPARTMENT Telephone no.bullet (517) 788-5248
    Located atbullet245 W MICHIGAN AVEJACKSONMI ZIP+4bullet49201
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LAWRENCE BULLENClick to see attachment TRUSTEE
    6.00     		52,000 0 43
    145 S JACKSON ST
    PO BOX 787
    JACKSON,MI49201
    COMERICA BANKClick to see attachment TRUSTEE
    5.00     		75,990 0 0
    245 W MICHIGAN AVE
    JACKSON,MI49201
    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
    MARIA MICELI DOTTERWEICHClick to see attachment EXECUTIV DIR
    25.00     		76,000   4,947
    145 S JACKSON
    JACKSON,MI49201
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,425,705
    b
    Average of monthly cash balances.......................
    1b
    239,437
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,665,142
    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
    13,665,142
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    204,977
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,460,165
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    673,008
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    673,008
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    9,635
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,635
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    663,373
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    663,373
    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
    663,373
    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
    2,075,678
    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
    2,075,678
    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
    9,635
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    2,066,043
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 663,373
    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....... 356,947
    b From 2006....... 878,018
    c From 2007....... 2,120,249
    d From 2008....... 634,670
    e From 2009....... 900,740
    fTotal of lines 3a through e......... 4,890,624
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 2,075,678
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 663,373
    e Remaining amount distributed out of corpus 1,412,305
    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 6,302,929
    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) .............     		356,947
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		5,945,982
    10 Analysis of line 9:
    a Excess from 2006.... 878,018
    b Excess from 2007.... 2,120,249
    c Excess from 2008.... 634,670
    d Excess from 2009.... 900,740
    e Excess from 2010.... 1,412,305
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    MARIA DOTTERWEICH
    145 S JACKSON
    JACKSON,MI49201
    (517) 787-2117
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST TOGETHER WITH PROOF THAT THE ORGANIZATION QUALIFIES UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE QUALIFIED UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE AND LOCATED IN THE UNITED STATES OF AMERICA.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADDISON FIRE BOARD
    P O BOX 328
    ADDISON,MI49220     		    EQUIPMENT 10,000
    ALLEGIANCE HEALTH FDN
    205 N EAST AVE
    JACKSON,MI49201     		    INFUSION CENTER 250,000
    AWARE SHELTER
    P O BOX 1526
    JACKSON,MI49204     		    EQUIPMENT 540
    BIXBY COMMUNITY HEALTH FD
    818 RIVERSIDE AVE
    ADRIAN,MI49221     		    INDIGENT CARE 25,000
    BIXBY COMMUNITY HEALTH FD
    818 RIVERSIDE AVE
    ADRIAN,MI49221     		    BUILDING PROJECT 25,000
    BLUE LAKES FINE ARTS CAMP
    300 E CRYSTAL LAKE RD
    TWIN LAKE,MI49457     		    JACKSON SCHOLARSHIPS 5,000
    BOYS & GIRLS CLUB LENAWEE
    340 E CHURCH DRIVE
    ADRIAN,MI49221     		    SUPPORT 25,000
    CASCADES HUMANE SOCIETY
    1515 CARMEN DRIVE
    JACKSON,MI49202     		    OPERATIONS 5,000
    CENTER FOR FAMILY HEALTH
    2298 SPRINGPORT ROAD
    JACKSON,MI49202     		    NEW BUILDING 200,000
    THE DAHLEM CONSERVANCY
    7117 S JACKSON ROAD
    JACKSON,MI49203     		    PROFESSIONAL DEVELOPMENT 20,551
    ELLA SHARP MUSEUM
    3225 FOURTH STREET
    JACKSON,MI49203     		    PHYSICAL PLANT 29,947
    FIRST UNITED METHODIST CH
    275 W MICHIGAN AVE
    JACKSON,MI49201     		    MEMORIAL CONCERT 1,500
    GOODWILL INDUSTRIES SE MI
    1357 DIVISION STREET
    ADRIAN,MI49221     		    OPERATIONS 25,000
    GREATER JACKSON HABITAT
    1207 PRINGLE AVE
    JACKSON,MI49203     		    CHALLENGE GRANT 5,000
    HELPS INTERNATIONAL
    15301 DALLAS PARKWAY
    ADDISON,TX75001     		    JACKSON TEAM 20,000
    HILLSDALAE COLLEGE
    33 COLLEGE ST
    HILLSDALE,MI49242     		    CONSTITUTION CENTER 200,000
    HOPE COMMUNITY CENTER
    431 BAKER ST
    ADRIAN,MI49221     		    OPERATIONS 24,000
    HOSPICE OF LENAWEE
    415 MILL ROAD STE 4
    ADRIAN,MI49221     		    2-5 CAMPAIGN 50,000
    INTERLOCHEN CENTER ARTS
    P O BOX 199
    INTERLOCHEN,MI49643     		    JACKSON AREA SCHOLARSHIPS 7,500
    JACKSON CHORALE
    P O BOX 431
    JACKSON,MI49204     		    2011 SUPPORT 2,000
    JACKSON COMMUNITY COLLEGE
    2111 EMMONS ROAD
    JACKSON,MI49201     		    ALLIED HEALTH 113,000
    JACKSON COUNTY AIRPORT
    3606 WILDWOOD AVENUE
    JACKSON,MI49202     		    WWII MONUMENT 10,000
    JACKSON PARKS & RECREATIO
    161 W MICHIGAN AVENUE
    JACKSON,MI49201     		    ELLA SHARP POOL 20,000
    COUNTY OF JACKSON
    120 W MICHIGAN AVENUE
    JACKSON,MI49201     		    CASCADES FISHERY 25,000
    JACKSON SCHOOL OF ARTS
    P O BOX 1261
    JACKSON,MI49201     		    OPERATIONS 25,000
    JACKSON STORYFEST
    P O BOX 1839
    JACKSON,MI49204     		    OPERATIONS 1,500
    JACKSON YOUTH SYMPHONY
    215 W MICHIGAN AVE
    JACKSON,MI49201     		    2011 SUPPORT 1,500
    JACKSON SYMPHONY ORCHESTR
    215 W MICHIGAN AVE
    JACKSON,MI49201     		    OPERATIONS 75,000
    JOHN GEORGE HOME
    1501 E GANSON
    JACKSON,MI49201     		    OPERATIONS 35,000
    KIWANIS CLUB OF JACKSON
    1203 FIRST STREET
    JACKSON,MI49201     		    FLAG PROJECT 1,500
    LENAWEE CHISTIAN SCHOOL
    111 WOLF CREEK HIGHWAY
    ADRIAN,MI49221     		    CHALLENGE GRANT 25,000
    LIFEWAYS PROJECT ACCESS
    1200 NORTH WEST AVE
    JACKSON,MI49202     		    OPERATIONS 10,000
    MARRIAGE MATTERS JACKSON
    534 NORTH JACKSON ST
    JACKSON,MI49201     		    OPERATIONS AND OTHER PROJECTS 344,160
    MICHIGAN THEATRE JACKSON
    124 NORTH MECHANIC STREET
    JACKSON,MI49201     		    CUPOLA REPAIRS 25,000
    MOST MINISTRIES
    145 S JACKSON ST
    JACKSON,MI49201     		    CHALLENGE GRANT 12,500
    NONPROFIT NETWORK
    536 N JACKSON ST
    JACKSON,MI49201     		    OPERATIONS & ELLA SHARP MUESUM 14,000
    PHILANTHROPY ROUNDTABLE
    1730 M ST N W STE 601
    WASHINGTON,DC20036     		    SUPPORT 500
    READING WRITING CONNECTIO
    1826 HORTON ROAD
    JACKSON,MI49203     		    OPERATIONS & PROFESSIONAL DEVELOPMEN 17,195
    ROTARY FOUNDATION OF JACK
    P O BOX 1949
    JACKSON,MI49204     		    TRAIL SHELTERS 4,000
    ST LUKE'S CLINIC
    132 SEYMOUR AVE
    JACKSON,MI49202     		    OPERATION SUPPORT 35,000
    SPECIAL OLYMPICS MICHIGAN
    6624 TIMBER RIDGE DR
    BLOOMFIELD,MI48301     		    SUPPORT JACKSON TEAM 3,000
    SPRING ARBOR UNIVERSITY
    106 EAST MAIN ST
    SPRING ARBOR,MI49283     		    STUDENT CENTER 100,000
    TECUMSEH CENTER FOR ARTS
    400 NORTH MAUMEE
    ADRIAN,MI49221     		    HOMEGROWN SEASON/OPERATIONS 7,500
    UNITED WAY OF JACKSON
    536 N JACKSON ST
    JACKSON,MI49201     		    EMERGENCY RESPONSE FUND 12,000
    UNIVERSITY OF MICHIGAN
    1500 E MEDICAL CENTER DR
    ANN ARBOR,MI48109     		    COMPREHENSIVE CANCER CENTER RESEARCH 150,000
    Total .................................bullet 3a 1,998,393
    bApproved for future payment
    BIXBY COMMUNITY HEALTH FD
    818 RIVERSIDE AVE
    ADRIAN,MI49221     		    CHARLOTTE STEPHENSON HOME 25,000
    GREAT SAUK TRAIL COUNCIL
    1979 HURON PARKWAY
    ANN ARBOR,MI48104     		    CHALLENGE FOR CAMP TEETONKAH 9,100
    HILLSDALE COLLEGE
    33 COLLEGE ST
    HILLSDALE,MI49242     		    CONSTITUTION CENTER 200,000
    HOSPICE OF LENAWEE
    415 MILL ROAD STE 4
    ADRIAN,MI49221     		    2-5 CAMPAIGN 150,000
    JACKSON COMMUNITY COLLEGE
    2111 EMMONS TOAD
    JACKSON,MI49203     		    ALLIED HEALTH 111,769
    JACKSON SYMPHONY ORCHESTR
    215 W MICHGIAN AVE
    JACKSON,MI49201     		    CAMPAIGN & OPERATIONS 800,000
    MICHIGAN SHAKESPEARE FEST
    215 W MICHIGAN AVE
    JACKSON,MI49201     		    CHALLENGE GRANT 25,000
    MICHIGAN THEATRE
    124 N MECHANIC ST
    JACKSON,MI49201     		    CHALLENGE FOR CUPOLA REPAIR 34,000
    NONPROFIT NETWORK
    536 N JACKSON ST
    JACKSON,MI49201     		    BROARD CHALLENGE 4,000
    SPRING ARBOR UNIVERSITY
    106 EAST MAIN ST
    SPRING ARBOR,MI49283     		    STUDENT CENTER 400,000
    TECUMSEH CENTER FOR ARTS
    400 N MAUMEE
    TECUMSEH,MI49286     		    HOME GROWN SEASON 10,000
    UNIVERITY OF MICHIGAN
    1500 E MEDICAL CENTER DR
    ANN ARBOR,MI48109     		    COMPREHENSIVE CANCER CENTER RESEARCH 150,000
    VILLAGE OF CONCORD
    110 HANOVER ST
    CONCORD,MI49237     		    MATCH FOR TRAILHEAD 10,000
    Total ..................................bullet 3b 1,928,869
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 363,359  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 718 684,199
    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)..   364,077 684,199
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,048,276
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 3,100 1,550   1,550

    TY 2010 CompensationExplanation
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Person Name Explanation
    LAWRENCE BULLEN  
    COMERICA BANK  

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

    TY 2010 DepreciationSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    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
    COPIER 1999-03-15 583 583 200DB 5.0000        
    COMPUTER 2004-08-15 747 747 200DB 5.0000        
    COMPUTER - CIRCUIT CITY 2008-06-15 961 961 200DB 5.0000        

    TY 2010 EmployeeCompensationExpln
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Employee Explanation
    MARIA MICELI DOTTERWEICH  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOTTLING GROUP LLC 4.625% 495,410 522,365
    JPMORGAN CHASE & CO 5.25%    
    AT&T 2.5 % 100,867 102,230
    ABBOTT LABS 2.7% 104,968 104,974
    CAMPBELL SOUP 3.375% 107,586 106,375
    CATERPILLAR FNL SVCS CORP 2.375% 52,007 52,072
    CISCO SYS INC 2.9% 105,029 105,443
    CONOCOPHILLIPS 4.6% 111,307 109,547
    GENERAL ELECTRIC CAP CORP 5% 109,370 107,943
    GEORGIA PWR CO 1.3% 100,985 100,665
    JPMORGAN CHASE & CO 5.25% 500,530 529,680
    MEDTRONIC INC 3% 105,663 105,873
    MERCK & CO 4% 110,063 109,975
    NATIONAL RURAL UTILS COOP 3.875% 108,499 108,078
    NOVARTIS CAP CORP 2.9% 104,272 105,831
    ORACLE CORP / OSARK HLDG INC 5.25% 114,009 114,861
    PROCTER & GAMBLE CO 3.15% 107,122 107,227
    WAL-MART STORES INC 2.25% 103,258 103,929
    WISCONSIN ELEC PWR CO 4.5% 217,078 210,980

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NIKE INC CL B 198,939 251,998
    COCA COLA CO 84,991 96,273
    COLGATE PALMOLIVE CO 54,630 319,248
    MCDONALDS CORP 197,141 286,732
    PEPSICO INC 75,337 247,600
    PROCTER & GAMBLE CO 82,040 252,720
    SYSCO    
    CONOCOPHILIPS 251,625 417,912
    EXXON MOBIL CORPORTATION 73,080 373,318
    NICOR INC 170,062 275,050
    OCCIDENTAL PETROLEUM CORP 275,272 250,250
    AFLAC 199,569 104,850
    AUTOMATIC DATA PROCESSING INC    
    COMERICA 164,333 195,245
    METLIFE INC    
    STATE STREET CORP    
    WELLS FARGO & CO NEW 41,025 144,720
    JOHNSON & JOHNSON 79,078 411,437
    LABORATORY CORP OF AMER HLDGS 56,752 147,428
    MEDTRONIC INC    
    MYLAN LABS INC 84,948 106,188
    STRYKER CORP 197,908 145,443
    CUMMINS INC 198,895 225,300
    EMERSON ELECTRIC CO 50,877 170,197
    FLUOR CORP 117,926 125,685
    GENERAL ELECTRIC CO 68,518 161,332
    JABIL CIRCUIT INC    
    L-3 COMMUNICATIONS HLDGS INC    
    MICROCHIP TECHNOLOGY INC 125,157 121,329
    WATERS CORP 80,173 183,441
    BROADCOM CORP CL A    
    CICSO SYS INC 179,400 49,600
    HEWLETT PACKARD CO    
    INTEL CORP 96,833 256,020
    IBM CORP 205,686 314,766
    MICROSOFT CORP 55,828 199,120
    ORACLE CORPORATION 13,617 197,502
    RAYTHEON COMPANY    
    MONSANTO CO    
    BHP BILLITON LTD 124,262 92,019
    AT&T INC    
    VERIZON COMMUNICATIONS 172,387 231,840
    AGL RESOURCES 246,860 399,252
    SOUTHERN CO 167,218 228,798

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    US Government Securities - End of Year Book Value:

    59,188
    US Government Securities - End of Year Fair Market Value:

    68,081
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2010 InvestmentsOtherSchedule2
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    I SHARES GLOBAL TELCOM INDEX AT COST    
    PIMCO TOTAL RETURN FD AT COST 463,000 431,624
    ISHARES BARCLAYS 1-3YR TRS BD AT COST 307,986 309,864
    FEDERATED ADJUSTABLE RATE SECS F AT COST    
    ISHARES S&P MIDCAP 400 INDEX FUND AT COST 400,166 364,213
    VANGUARD EMERG MKTS STOCK ETF AT COST 400,324 293,806

    TY 2010 LandEtcSchedule2
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      2,291 2,291    


    TY 2010 OtherExpensesSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES & EXPENSE 1,456     1,456
    INSURANCE 2,053     2,053


    TY 2010 OtherLiabilitiesSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PAYROLL TAXES 1,241  


    TY 2010 TaxesSchedule
    Name:
    WEATHERWAX FOUNDATION
    EIN: 38-6439807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON INVESTMENTS 13,345