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 12-01-2010 , and ending 11-30-2011
G
Check all that apply:
Name of foundation
Stamps Family Charitable Foundation Inc
c/o Summit Partners

Number and street (or P.O. box number if mail is not delivered to street address)222 Berkeley Street 18th Floor   Room/suite
City or town, state, and ZIP code
Boston, MA02116
A Employer identification number

04-2943910
B Telephone number (see page 10 of the instructions)

(617) 824-1000
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$80,359,701J 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) 4,781,650
2 Check bullet
3 Interest on savings and temporary cash investments 466,899 466,899  
4 Dividends and interest from securities...... 338,699 338,699  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,255,251
b Gross sales price for all assets on line 6a 32,803,912
7 Capital gain net income (from Part IV, line 2)... 6,655,843
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 451,408 451,408  
12 Total. Add lines 1 through 11........ 9,293,907 7,912,849  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 19 19   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 79,880 79,880   0
17 Interest............... 238 238   0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 97,934 837   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 133,951 133,951   133,951
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,638 7,638   6,573
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 319,660 222,563   140,524
25 Contributions, gifts, grants paid........ 4,633,545 4,633,545
26 Total expenses and disbursements. Add lines 24 and 25 4,953,205 222,563   4,774,069
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,340,702
b Net investment income (if negative, enter -0-) 7,690,286
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............... 755,222 1,230,954 1,230,954
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 6,794,801 Click to see attachment9,453,803 9,913,779
c Investments—corporate bonds (attach schedule)........ 10,496,063 Click to see attachment13,952,566 14,259,426
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 37,138,472 Click to see attachment34,550,797 54,955,542
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,184,558 59,188,120 80,359,701
Liabilities 17 Accounts payable and accrued expenses.......... 595,586 258,446
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).......... 595,586 258,446
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 54,588,972 58,929,674
30 Total net assets or fund balances (see page 17 of the
instructions).................... 54,588,972 58,929,674
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 55,184,558 59,188,120
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 54,588,972
2 Enter amount from Part I, line 27a...................... 2 4,340,702
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 58,929,674
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 58,929,674
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 COVENTRY HLTH CARE INC COM   2009-03-02 2011-07-22
b UNITEDHEALTH GRP   2008-10-09 2011-07-22
c HUMANA INC COM STK   2009-03-02 2011-09-27
d HUMANA INC COM STK   2009-03-02 2011-10-24
e HUMANA INC COM STK   2009-03-02 2011-10-25
HUMANA INC COM STK   2009-03-02 2011-10-26
PVTPL NOVELIS INC SR NT 144A 8.375% DUE 12-15-2017/12-17-2010 BEO   2011-02-16 2011-02-22
EL PASO CORP 7% DUE 06-15-2017   2011-02-15 2011-02-25
CIN BELL INC NEW 8.375% DUE 10-15-2020   2011-02-15 2011-03-03
PVTPL FMG RES AUGUST 2006 PTY LTD SR NT 144A 6.875 DUE 02-01-2018/02-01-2013   2011-02-15 2011-03-03
RANGE RES CORP 6.75% DUE 08-01-2020   2011-02-17 2011-03-03
CIN BELL INC NEW 7% DUE 02-15-2015   2011-03-03 2011-03-04
CIN BELL INC NEW 7% DUE 02-15-2015   2011-03-03 2011-03-07
PVTPL AIR CDA US$ SR NT 144A 9.25% DUE 08-01-2015/08-03-2010 BEO   2011-02-15 2011-03-10
CIN BELL INC NEW 7% DUE 02-15-2015   2011-03-03 2011-03-10
HCA INC 9.25% DUE 11-15-2016   2011-02-22 2011-03-10
PVTPL AMERICAN AIRLS INC 7.5 DUE 03-15-2016/03-15-2011 BEO IN DEFAULT   2011-03-09 2011-03-16
WESCO DISTR INC 7.5% DUE 10-15-2017   2011-03-02 2011-03-16
PLAINS EXPL & PRODTN CO SR NT 7% DUE 03-15-2017/03-15-2011   2011-02-16 2011-03-25
HOMER CITY FDG LLC 8.734% DUE 10-01-2026   2011-02-22 2011-04-01
GLOBAL CROSSING 12% DUE 09-15-2015   2011-02-16 2011-04-11
CENVEO CORP SR 2ND LIEN NT 8.875 DUE 02-01-2018   2011-03-01 2011-04-12
LIN T.V. CORP 8.375% DUE 04-15-2018   2011-02-16 2011-04-12
ALERE INC 9% DUE 05-15-2016   2011-03-01 2011-04-18
CKE RESTAURANTS 11.375% DUE 07-15-2018   2011-02-15 2011-04-18
SUPERVALU INC 8% DUE 05-01-2016   2011-02-17 2011-04-26
AMKOR TECH INC 7.375% DUE 05-01-2018   2011-02-15 2011-04-27
NOVA CHEMICALS LTD 7.875% DUE 09-15-2025   2011-02-16 2011-04-27
SERVICE CORP INTL 7% DUE 05-15-2019   2011-02-18 2011-04-27
SUPERVALU INC 8% DUE 05-01-2016   2011-02-17 2011-04-27
FORD MTR CR CO LLC 8% DUE 12-15-2016   2011-02-15 2011-04-28
CHES ENERGY SR NT 6.625 DUE 08-15-2020   2011-02-15 2011-05-02
FORD MTR CO DEL 7.45% DUE 07-16-2031   2011-02-15 2011-05-03
SMURFIT CAP FDG 7.5% DUE 11-20-2025   2011-03-02 2011-05-06
GIBSON ENERGY/GEP MIDSTREAM DTD 01-19-2010 10 01-15-2018   2011-03-01 2011-05-11
PETROHAWK ENERGY 7.25% DUE 08-15-2018   2011-05-16 2011-05-18
MOOG INC 6.25% DUE 01-15-2015   2011-03-07 2011-05-19
WINDSTREAM CORP 7% DUE 03-15-2019   2011-02-17 2011-05-19
LUCENT 6.45% DUE 03-15-2029   2011-03-01 2011-05-24
RAILAMERICA INC 9.25% DUE 07-01-2017   2011-03-02 2011-05-24
HOMER CITY FDG LLC 8.734% DUE 10-01-2026   2011-02-22 2011-05-26
HOST HOTELS & 6 DUE 11-01-2020   2011-02-16 2011-05-31
INTL LEASE FIN 8.625% DUE 09-15-2015   2011-02-16 2011-05-31
SPIRIT AEROSYSTEMS 7.5% DUE 10-01-2017   2011-02-17 2011-06-01
WYNN LAS VEGAS LLC 7.875% DUE 11-01-2017   2011-02-17 2011-06-07
INTL COAL GROUP 9.125% DUE 04-01-2018   2011-03-02 2011-06-09
ICAHN ENTERPRISES 8% DUE 01-15-2018   2011-02-16 2011-06-13
PVTPL UNITED AIR LINES INC SR SECD NT 144A 9.875 DUE 08-01-2013/01-15-2010   2011-03-16 2011-06-13
PVTPL UNIVISION COMMUNICATIONS INC SR NT144A 8.5% DUE 05-15-2021/11-23-2010   2011-04-12 2011-06-14
CHS / CMNTY HLTH 8.875% DUE 07-15-2015   2011-02-22 2011-06-15
GIBSON ENERGY/GEP MIDSTREAM DTD 01-19-2010 10 01-15-2018   2011-03-01 2011-06-15
PVTPL RGHL US ESCR I INC./RGHL US ESCR IL SR NT 144A 9 DUE 04-15-2019   2011-02-22 2011-06-16
SWIFT ENERGY CO 7.125% DUE 06-01-2017   2011-04-05 2011-06-16
SCIENTIFIC GAMES CORP SR SUB NT 8.125 DUE 09-15-2018   2011-02-17 2011-06-20
PVTPL REYNOLDS GROUP ISSUER INC SR SECD NT 144A 0% DUE 04-15-2019/10-15-2014   2011-06-16 2011-06-21
WOOLWORTH CORP 8.50 DEB DUE 1-15-2022 REG   2011-02-18 2011-06-28
PVTPL LINN ENERGY LLC / LINN ENERGY FIN 05-15-2019/05-13-2011 BEO   2011-06-14 2011-06-29
PVTPL HELIX ENERGY SOLUTIONS GROUP INC SR NT 144A 9.5 DUE 01-15-2016 BEO   2011-05-06 2011-06-30
PVTPL PETROHAWK ENERGY CORP SR NT 144A 6.25% DUE 06-01-2019/05-20-2011 BEO   2011-05-18 2011-07-01
ELWOOD ENERGY LLC 8.159% DUE 07-05-2026   2011-03-02 2011-07-05
WYNN LAS VEGAS LLC 7.875% DUE 11-01-2017   2011-02-17 2011-07-07
ARCH COAL INC SR NT 8.75 DUE 08-01-2016   2011-02-15 2011-07-11
ELWOOD ENERGY LLC 8.159% DUE 07-05-2026   2011-03-02 2011-07-13
NALCO CO SR NT 8.25 DUE 05-15-2017   2011-02-16 2011-07-13
BURGER KING CORP 9.875% DUE 10-15-2018   2011-04-18 2011-07-19
PVTPL CITADEL BROADCASTING CORP SR NT 144A 7.75% DUE 12-15-2018/12-10-2010   2011-02-15 2011-07-20
PETROHAWK ENERGY 7.25% DUE 08-15-2018   2011-07-01 2011-07-20
WMG ACQSTN CORP 9.5% DUE 06-15-2016   2011-03-03 2011-07-20
US STL CORP 7 DUE 02-01-2018   2011-02-16 2011-07-27
PVTPL TL ACQUISITIONS INC SR TOGGLE NT 144A 10.5% DUE 01-15-2015/07-15-2011   2011-05-09 2011-07-29
SMITHFIELD FOODS 7.75% DUE 07-01-2017   2011-06-17 2011-08-03
PVTPL FMG RES AUGUST 2006 PTY LTD SR NT 144A 7% DUE 11-01-2015/11-01-2012 BE   2011-03-03 2011-08-09
#REORG/STATER BROS HLDGS INC EXCHANGE STATER BROS HLDGS 441ZAS1 09-20-2011   2011-04-26 2011-08-10
PVTPL GEO GROUP INC SR NT 6.625% DUE 02-15-2021/02-15-2016 BEO   2011-02-22 2011-08-11
UTD RENTALS N AMER 9.25% DUE 12-15-2019   2011-02-17 2011-08-11
PVTPL HERTZ CORP SR NT 144A 6.75 DUE 04-15-2019   2011-02-16 2011-08-12
PVTPL HERTZ CORP SR NT 144A 6.75 DUE 04-15-2019   2011-02-16 2011-08-15
QUICKSILVER RES 9.125% DUE 08-15-2019   2011-02-16 2011-08-16
PVTPL DIGICEL LTD SR NT 144A 8.25% DUE 09-01-2017/12-08-2009 BEO   2011-02-23 2011-08-17
PETROHAWK ENERGY 7.25% DUE 08-15-2018   2011-07-01 2011-08-18
PVTPL TRW AUTOMOTIVE INC SR NT 144A 7% DUE 03-15-2014/03-26-2007 BEO   2011-05-11 2011-08-18
HANESBRANDS INC 6.375% DUE 12-15-2020   2011-02-16 2011-08-30
PVTPL HCA HLDGS INC SR NT 144A 7.75% DUE05-15-2021/11-23-2010 BEO   2011-08-08 2011-08-31
PVTPL DIGICEL LTD SR NT 144A 8.25% DUE 09-01-2017/12-08-2009 BEO   2011-02-23 2011-09-02
CIT GROUP INC NEW 7% DUE 05-01-2015   2011-02-15 2011-09-06
PVTPL BLUE MERGER SUB INC SR NT 144A 7.625% DUE 02-15-2019/02-16-2011 BEO   2011-03-07 2011-09-07
CCO HLDGS LLC / 7.875% DUE 04-30-2018   2011-02-22 2011-09-07
EL PASO CORP 6.5 SR NT DUE 09-15-2020   2011-08-31 2011-09-15
RRI ENERGY INC 7.875% DUE 06-15-2017   2011-02-16 2011-09-19
REVLON CNSMR PRODS 9.75% DUE 11-15-2015   2011-02-17 2011-09-19
DAVITA INC 6.375% DUE 11-01-2018   2011-02-15 2011-09-20
DILLARDS INC DILLARDS INC 7.13 DUE 08-01-2018 BEO   2011-03-02 2011-09-22
QUEBECOR MEDIA INC 7.75% DUE 03-15-2016   2011-02-16 2011-09-22
CIT GROUP INC NEW 7% DUE 05-01-2015   2011-02-15 2011-09-23
NEXTEL 7.375% DUE 08-01-2015   2011-02-16 2011-09-27
JARDEN CORP 7.5% DUE 01-15-2020   2011-02-16 2011-09-29
HOMER CITY FDG LLC 8.137% DUE 10-01-2019   2011-05-26 2011-10-03
GEOEYE INC 9.625% DUE 10-01-2015   2011-02-16 2011-10-05
#REORG/MGM RESORTS INTL MANDATORY EXCHANGE MGM RESORTS 4G1FA32 10/28/2   2011-08-08 2011-10-05
SUNGARD DATA SYS 7.375 SR NT DUE 11-15-2018   2011-03-01 2011-10-11
BOISE PAPER HLDGS 8% DUE 04-01-2020   2011-02-15 2011-10-13
LYONDELL CHEMICAL CO 8 DUE 11-01-2017/10-13-2011 REG   2011-10-05 2011-10-13
CASE NEW HOLLAND INC SR NT 7.875 12-1-2017   2011-02-15 2011-10-14
PVTPL CALPINE CORP SR SECD NT 144A 7.25%DUE 10-15-2017/10-15-2013 BEO   2011-02-15 2011-10-17
AES CORP 8% DUE 10-15-2017   2011-02-15 2011-10-18
CIN BELL INC NEW 8.25% DUE 10-15-2017   2011-05-17 2011-10-19
CONSTELLATION 7.25% DUE 09-01-2016   2011-08-30 2011-10-24
REGAL ENTMT GROUP 9.125% DUE 08-15-2018   2011-02-17 2011-10-24
PVTPL FMG RES AUGUST 2006 PTY LTD SR NT 8.25 DUE 11-01-2019   2011-10-25 2011-10-25
RANGE RES CORP 6.75% DUE 08-01-2020   2011-06-01 2011-10-25
OMEGA HEALTHCARE 6.75 DUE 10-15-2022   2011-05-26 2011-10-26
VIRGIN MEDIA FIN 8.375% DUE 10-15-2019   2011-02-22 2011-10-28
CONSOL ENERGY INC 8 DUE 04-01-2017   2011-02-15 2011-11-01
DENBURY RES INC 6.375% DUE 08-15-2021   2011-08-16 2011-11-01
LAMAR MEDIA CORP 7.875% DUE 04-15-2018   2011-02-16 2011-11-01
LEVI STRAUSS & CO 7.625% DUE 05-15-2020   2011-02-16 2011-11-01
BOYD GAMING CORP 9.125% DUE 12-01-2018   2011-09-16 2011-11-02
TEREX CORP NEW 8% DUE 11-15-2017   2011-06-21 2011-11-02
UTD RENTALS N AMER 8.375% DUE 09-15-2020   2011-08-11 2011-11-02
UTD RENTALS N AMER 8.375% DUE 09-15-2020   2011-08-11 2011-11-02
AMC ENTMT INC NEW 8.75% DUE 06-01-2019   2011-02-15 2011-11-03
NISKA GAS STORAGE 8.875 DUE 03-15-2018   2011-02-17 2011-11-07
NISKA GAS STORAGE 8.875 DUE 03-15-2018   2011-02-17 2011-11-07
PVTPL UNIVISION COMMUNICATIONS INC SR SECD NT 144A 7.875 DUE 11-01-2020   2011-06-14 2011-11-07
COMPAGNIE GENERALE 9.5% DUE 05-15-2016   2011-07-06 2011-11-09
NISKA GAS STORAGE 8.875 DUE 03-15-2018   2011-06-21 2011-11-09
ALERIS INTL INC 7.625 DUE 02-15-2018   2011-02-22 2011-11-15
ALLIANCE 1 INTL 10% DUE 07-15-2016   2011-02-15 2011-11-15
MEDIACOM LLC / 9.125% DUE 08-15-2019   2011-04-12 2011-11-15
AES CORP 8% DUE 10-15-2017   2011-02-15 2011-11-16
MEDIACOM LLC / 9.125% DUE 08-15-2019   2011-04-12 2011-11-16
PNM RES INC 9.25% DUE 05-15-2015   2011-03-17 2011-11-22
IRON MOUNTAIN INC 8.375% DUE 08-15-2021   2011-02-16 2011-11-29
50000. US Treas Infl Indexed Bonds   2010-05-24 2011-01-26
30000. US Treas Notes Bd Infl Indexed   2010-05-24 2011-03-28
30000. US Treas Infl Indexed Bonds   2010-10-29 2011-03-28
25000. US Treas Notes   2010-09-30 2011-05-31
100000. US Treas Notes TIPS   2010-09-30 2011-07-28
10000. US Treas Notes   2011-07-28 2011-08-31
10000. US Treas Notes   2011-07-28 2011-08-31
30000. US Treas Nts Index Linked   2011-01-26 2011-08-31
20000. US Treas Nts Index Linked   2011-07-28 2011-08-31
20000. US Treas Notes TIPS   2010-09-30 2011-08-31
25000. US Treas Notes   2011-07-28 2011-09-29
25000. US Treas Notes   2011-07-28 2011-09-29
20000. US Treas Nts Index Linked   2011-01-26 2011-09-29
10000. US Treas Notes TIPS   2011-08-31 2011-09-29
10000. US Treas Nts Index Linked   2011-08-31 2011-11-28
25000. US Treas Notes TIPS   2011-07-28 2011-11-28
15000. US Treas Notes   2011-07-28 2011-11-30
15000. US Treas Notes   2011-07-28 2011-11-30
60000. US Treas Nts Index Linked   2011-01-26 2011-11-30
75000. US Treas Nts Index Linked   2011-07-28 2011-11-30
150000. US Treas Notes TIPS   2011-07-28 2011-11-30
125000. US Treas Notes TIPS   2011-08-31 2011-11-30
150000. US Treas Notes   2011-11-28 2011-11-30
50000. US Treas Nts Index Linked   2009-08-26 2011-01-26
100000. US Treas Nts Index Linked   2009-08-26 2011-01-26
30000. US Treas Nts Index Linked   2009-08-26 2011-03-28
200000. US Treas Nts Inflation Linked   2009-08-26 2011-04-28
50000. US Treas Nts Inflation Linked   2009-08-26 2011-05-31
20000. US Treas Nts Index Linked   2009-08-26 2011-05-31
320000. US Treas Inflation Indexed Bonds   2010-05-24 2011-07-28
10000. US Treas Nts Index Linked   2009-08-26 2011-08-31
10000. US Treas Nts Index Linked   2010-05-24 2011-08-31
20000. US Treas Notes TIPS   2009-08-26 2011-08-31
20000. US Treas Nts Index Linked   2009-08-26 2011-08-31
30000. US Treas Notes TIPS   2010-01-29 2011-08-31
25000. US Treas Inflation Indexed Bonds   2010-05-24 2011-09-29
20000. US Treas Nts Index Linked   2009-08-26 2011-09-29
10000. US Treas Notes   2010-10-29 2011-11-28
25000. US Treas Nts Index Linked   2009-08-26 2011-11-28
25000. US Treas Notes TIPS   2010-01-29 2011-11-28
25000. US Treas Notes TIPS   2010-10-29 2011-11-28
25000. US Treas Notes TIPS   2010-09-30 2011-11-28
75000. US Treas Inflation Indexed Bonds   2010-05-24 2011-11-30
100000. US Treas Notes TIPS   2009-08-26 2011-11-30
60000. US Treas Notes   2010-05-24 2011-11-30
75000. US Treas Notes   2010-10-29 2011-11-30
75000. US Treas Notes   2010-09-30 2011-11-30
75000. US Treas Nts Index Linked   2009-08-26 2011-11-30
60000. US Treas Notes   2010-05-24 2011-11-30
75000. US Treas Notes   2009-08-26 2011-11-30
75000. US Treas Nts Index Linked   2009-08-26 2011-11-30
50000. US Treas Nts Index Linked   2010-04-29 2011-11-30
75000. US Treas Nts Index Linked   2010-05-24 2011-11-30
75000. US Treas Notes TIPS   2009-08-26 2011-11-30
50000. US Treas Nts Index Linked   2009-08-26 2011-11-30
75000. US Treas Notes TIPS   2010-01-29 2011-11-30
100000. US Treas Notes TIPS   2010-10-29 2011-11-30
125000. US Treas Notes TIPS   2010-09-30 2011-11-30
Longleaf Partners   2010-12-29 2011-06-21
Longleaf Partners   2011-11-08 2011-11-29
Longleaf Partners   2007-12-27 2011-06-21
Longleaf Partners   2009-12-16 2011-11-29
PIMCO Funds Total Return Fund   2010-10-25 2010-12-07
PIMCO Funds Total Return Fund   2010-10-25 2010-12-13
PIMCO Funds Total Return Fund   2010-10-25 2011-01-04
PIMCO Funds Total Return Fund   2010-10-25 2011-02-07
PIMCO Funds Total Return Fund   2010-10-25 2011-02-14
PIMCO Funds Total Return Fund   2011-01-19 2011-02-23
PIMCO Funds Total Return Fund   2011-05-31 2011-06-20
PIMCO Funds Total Return Fund   2011-05-31 2011-06-29
PIMCO Funds Total Return Fund   2011-08-01 2011-11-28
SPH - Flow-thru from schedule K-1 P 1990-09-19 2011-12-31
North River P 1999-01-01 2011-06-30
Thirteen Partners P 2006-01-01 2010-12-31
Weiss Multi Strategy P 2007-04-01 2011-10-31
York P 2007-04-01 2010-12-31
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,315,238   338,933 976,305
b 1,356,740   511,353 845,387
c 112,660   28,580 84,080
d 928,477   234,761 693,716
e 217,374   55,138 162,236
837,303   212,285 625,018
22,100   22,198 -98
22,200   21,998 202
24,938   24,875 63
25,938   25,375 563
21,400   21,298 102
10,225   10,263 -38
10,250   10,263 -13
21,200   21,898 -698
5,088   5,131 -43
21,600   21,725 -125
19,675   19,963 -288
10,300   10,350 -50
25,875   26,123 -248
350   326 24
23,475   23,148 327
20,200   20,250 -50
16,369   16,386 -17
21,350   21,450 -100
22,200   22,575 -375
20,700   19,810 890
15,769   15,863 -94
20,150   19,158 992
26,438   26,050 388
5,188   4,952 236
23,200   22,654 546
3,270   3,131 139
22,775   21,830 945
24,469   23,824 645
5,650   5,263 387
21,350   20,775 575
15,319   15,338 -19
20,575   20,225 350
23,000   21,895 1,105
22,200   22,300 -100
16,615   17,051 -436
20,000   19,998 2
22,200   22,750 -550
26,875   26,750 125
5,500   5,374 126
25,050   22,575 2,475
20,500   20,775 -275
15,938   15,900 38
10,000   10,400 -400
20,600   21,298 -698
18,485   15,788 2,697
24,531   26,344 -1,813
15,188   15,450 -262
26,000   26,748 -748
19,750   19,925 -175
15,263   15,488 -225
14,625   14,775 -150
15,488   15,938 -450
24,813   24,956 -143
733   730 3
16,500   16,121 379
21,950   22,285 -335
2,790   2,762 28
21,950   22,050 -100
21,750   21,050 700
21,550   21,742 -192
17,550   15,525 2,025
15,863   16,038 -175
15,113   15,713 -600
17,200   20,550 -3,350
10,588   10,350 238
24,563   26,063 -1,500
20,250   21,063 -813
9,800   10,063 -263
25,625   28,743 -3,118
9,538   10,273 -735
14,306   15,248 -942
20,600   21,550 -950
10,100   10,500 -400
11,550   10,350 1,200
16,425   16,594 -169
19,600   19,470 130
14,775   13,507 1,268
10,000   10,500 -500
9,900   10,200 -300
25,188   25,363 -175
10,500   10,700 -200
5,375   5,413 -38
24,250   25,188 -938
5,350   5,363 -13
9,950   10,224 -274
9,988   10,175 -187
20,175   20,850 -675
14,850   15,300 -450
24,313   25,248 -935
10,150   10,500 -350
1,350   1,273 77
5,500   5,700 -200
13,575   15,000 -1,425
18,950   20,750 -1,800
10,350   11,049 -699
11,038   10,675 363
5,463   5,638 -175
5,088   5,275 -187
15,863   16,406 -543
4,988   5,163 -175
16,406   15,938 468
25,938   26,808 -870
5,000   5,000 0
5,525   5,300 225
15,150   15,113 37
27,938   27,975 -37
5,425   5,506 -81
5,100   4,925 175
15,638   16,160 -522
10,075   10,487 -412
4,750   4,606 144
14,850   14,930 -80
15,356   13,600 1,756
10,225   9,067 1,158
26,188   26,946 -758
10,300   11,025 -725
10,300   11,025 -725
20,050   20,775 -725
5,425   5,500 -75
5,125   5,213 -88
4,881   5,113 -232
9,000   10,550 -1,550
10,450   10,775 -325
10,900   10,769 131
10,425   10,763 -338
9,360   9,060 300
26,188   27,623 -1,435
63,843   62,998 845
39,370   39,155 215
36,945   37,513 -568
31,850   31,197 653
112,033   108,955 3,078
13,006   13,147 -141
12,997   12,965 32
39,035   37,859 1,176
24,770   24,376 394
23,037   21,782 1,255
32,388   32,891 -503
32,231   32,435 -204
25,878   25,093 785
10,605   10,693 -88
10,901   10,989 -88
28,674   27,568 1,106
19,560   19,812 -252
19,581   19,533 48
78,680   75,568 3,112
93,957   91,810 2,147
172,521   163,189 9,332
134,455   134,210 245
160,297   160,038 259
60,628   56,119 4,509
112,064   110,373 1,691
36,742   33,868 2,874
228,137   223,125 5,012
65,743   61,633 4,110
23,407   21,201 2,206
418,371   422,720 -4,349
12,776   11,574 1,202
11,742   10,721 1,021
22,540   21,347 1,193
24,637   21,452 3,185
35,174   31,571 3,603
32,300   32,469 -169
24,466   21,469 2,997
12,854   12,849 5
31,989   29,076 2,913
29,679   26,439 3,240
27,427   27,181 246
29,160   27,357 1,803
97,037   97,801 -764
130,741   125,150 5,591
78,238   77,143 1,095
96,595   93,931 2,664
97,009   94,932 2,077
96,286   87,236 9,050
78,326   74,384 3,942
98,125   87,378 10,747
92,592   80,750 11,842
54,588   55,044 -456
89,310   80,806 8,504
84,678   80,459 4,219
62,454   53,899 8,555
89,161   79,325 9,836
110,012   107,062 2,950
146,200   136,797 9,403
24,147   22,570 1,577
126,154   135,138 -8,984
1,675,853   1,745,172 -69,319
48,846   45,369 3,477
207,005   212,271 -5,266
547,936   593,640 -45,704
500   538 -38
1,500,000   1,626,623 -126,623
201,702   218,932 -17,230
3,002,353   3,102,444 -100,091
496   499 -3
1,392,603   1,377,513 15,090
3,500,000   3,620,465 -120,465
28     28
3,853,841   2,450,393 1,403,448
900,000   792,507 107,493
1,958,537   1,536,737 421,800
2,992,919   1,500,000 1,492,919
184,400     184,400
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       976,305
b       845,387
c       84,080
d       693,716
e       162,236
      625,018
      -98
      202
      63
      563
      102
      -38
      -13
      -698
      -43
      -125
      -288
      -50
      -248
      24
      327
      -50
      -17
      -100
      -375
      890
      -94
      992
      388
      236
      546
      139
      945
      645
      387
      575
      -19
      350
      1,105
      -100
      -436
      2
      -550
      125
      126
      2,475
      -275
      38
      -400
      -698
      2,697
      -1,813
      -262
      -748
      -175
      -225
      -150
      -450
      -143
      3
      379
      -335
      28
      -100
      700
      -192
      2,025
      -175
      -600
      -3,350
      238
      -1,500
      -813
      -263
      -3,118
      -735
      -942
      -950
      -400
      1,200
      -169
      130
      1,268
      -500
      -300
      -175
      -200
      -38
      -938
      -13
      -274
      -187
      -675
      -450
      -935
      -350
      77
      -200
      -1,425
      -1,800
      -699
      363
      -175
      -187
      -543
      -175
      468
      -870
      0
      225
      37
      -37
      -81
      175
      -522
      -412
      144
      -80
      1,756
      1,158
      -758
      -725
      -725
      -725
      -75
      -88
      -232
      -1,550
      -325
      131
      -338
      300
      -1,435
      845
      215
      -568
      653
      3,078
      -141
      32
      1,176
      394
      1,255
      -503
      -204
      785
      -88
      -88
      1,106
      -252
      48
      3,112
      2,147
      9,332
      245
      259
      4,509
      1,691
      2,874
      5,012
      4,110
      2,206
      -4,349
      1,202
      1,021
      1,193
      3,185
      3,603
      -169
      2,997
      5
      2,913
      3,240
      246
      1,803
      -764
      5,591
      1,095
      2,664
      2,077
      9,050
      3,942
      10,747
      11,842
      -456
      8,504
      4,219
      8,555
      9,836
      2,950
      9,403
      1,577
      -8,984
      -69,319
      3,477
      -5,266
      -45,704
      -38
      -126,623
      -17,230
      -100,091
      -3
      15,090
      -120,465
      28
      1,403,448
      107,493
      421,800
      1,492,919
      184,400
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 6,655,843
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 4,339,109 78,170,017 0.055509
2008 2,628,988 73,915,649 0.035567
2007 4,245,948 80,356,223 0.052839
2006 4,782,715 81,386,215 0.058766
2005 4,549,157 73,017,831 0.062302
2 Total of line 1, column (d) ...................... 2 0.264983
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 0.052997
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 81,463,760
5 Multiply line 4 by line 3....................... 5 4,317,335
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 76,903
7 Add lines 5 and 6......................... 7 4,394,238
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,774,069
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 76,903
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 76,903
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 76,903
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 52,968
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 70,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 122,968
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 46,065
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet46,065 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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)bulletMA
    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.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMr David H Hopfenberg Telephone no.bullet (617) 824-1000
    Located atbullet222 Berkeley Street 18th FloorBostonMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Penelope Stamps President
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    E Roe Stamps IV Treasurer
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    David H Hopfenberg Clerk
    0.00     		0 0 0
    222 Berkeley Street 18th Floor
    Boston,MA02116
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 The Stamps Scholars Convention held in February of 2011 brought together approximately 125 students and administrators from ten universities for two days of academic exploration, networking, and fellowship. 140,524
    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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,068,377
    b
    Average of monthly cash balances.......................
    1b
    7,370,883
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    56,265,065
    d
    Total (add lines 1a, b, and c).........................
    1d
    82,704,325
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    82,704,325
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    1,240,565
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    81,463,760
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    4,073,188
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,073,188
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    76,903
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,903
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,996,285
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    3,996,285
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    3,996,285
    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
    4,774,069
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,774,069
    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
    76,903
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    4,697,166
    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 3,996,285
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 838,130
    b From 2006....... 839,372
    c From 2007....... 249,482
    d From 2008.......  
    e From 2009....... 505,382
    fTotal of lines 3a through e......... 2,432,366
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 4,774,069
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 3,996,285
    e Remaining amount distributed out of corpus 777,784
    5 Excess distributions carryover applied to 2010. 0 0
    (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 3,210,150
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		838,130
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		2,372,020
    10 Analysis of line 9:
    a Excess from 2006.... 839,372
    b Excess from 2007.... 249,482
    c Excess from 2008....  
    d Excess from 2009.... 505,382
    e Excess from 2010.... 777,784
    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).)
    Penelope Stamps
    E Roe Stamps IV
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Cancer Society
    3901 NW 79th Avenue
    Miami,FL33166     		None Public Charity Unrestricted Donation 2,500
    American Folk Art Museum
    45 West 53rd Street
    New York,NY10019     		None Public Charity Unrestricted Donation 120
    American Red Cross
    335 DE 27th Avenue
    Miami,FL33135     		None Public Charity Unrestricted Donation 35,085
    Archdiocese of Miami
    9401 Biscayne Blvd
    Miami Shores,FL33138     		None Public Charity Unrestricted Donation 1,000
    Barry University
    11300 NE 2nd Avenue
    Miami Shores,FL331616695     		None Public Charity Unrestricted Donation 84,232
    California Institute of Technology
    1200 E California Blvd - Mail Code
    5-32
    Pasadena,CA91125     		None Public Charity Unrestricted Donation 117,881
    Camillus House
    Carnival Place 3655 NW 87th Avenue
    Miami,FL33178     		None Public Charity Unrestricted Donation 10,000
    Chapman Partnership
    1550 North Miami Avenue
    Miami,FL33136     		None Public Charity Unrestricted Donation 50,000
    Chicago Community Trust
    111 East Wacker Drive Suite 1400
    Chicago,IL60601     		None Public Charity Unrestricted Donation 2,518,373
    City Year Of Miami
    44 W Flagler Street Suite 500
    Miami,FL33130     		None Public Charity Unrestricted Donation 50,000
    Columbia University
    722 West 168th Street 14th Floor
    New York,NY10032     		None Public Charity Unrestricted Donation 1,000
    Elizabethtown College
    One Alpha Drive
    Elizabethtown,PA170222298     		None Public Charity Unrestricted Donation 23,611
    Fairchild Tropical Garden
    10901 Old Cutler Road
    Coral Gables,FL331564296     		None Public Charity Unrestricted Donation 53,000
    Friends of Art
    1301 Stanford Drive
    Coral Gables,FL331406310     		None Public Charity Unrestricted Donation 1,000
    Friends Of Norris Cotton Cancer Center
    PO Box 1098
    Norwich,VT05055     		None Public Charity Unrestricted Donation 250
    Frost School Of Music (Univ of Miami)
    PO Box 248165
    Coral Gables,FL331247610     		None Public Charity Unrestricted Donation 11,622
    Georgia Tech Foundation
    177 North Avenue
    Atlanta,GA303320220     		None Public Charity Unrestricted Donation 457,961
    Humane Society of Greater Miami
    16101 West Dixie Hwy
    North Miami Beach,FL33160     		None Public Charity Unrestricted Donation 18,000
    Intrepid Fallen Heroes Fund
    One Intrepid Square 12th Avenue
    46th Street
    New York,NY100364103     		None Public Charity Unrestricted Donation 100,000
    Jefferson Scholars Foundation
    University of Virginia - PO Box
    400891
    Charlottesville,VA22904     		None Public Charity Unrestricted Donation 20,273
    Keys Children's Foundation
    24 Dockside Lane PMB 139
    Key Largo,FL33037     		None Public Charity Unrestricted Donation 1,000
    Last Chance Animal Rescue
    20 Clairdale Drive
    Hampton Bay,NY11946     		None Public Charity Unrestricted Donation 125
    Miami Art Museum
    101 West Flagler Street
    Miami,FL33130     		None Public Charity Unrestricted Donation 10,500
    Miami City Ballet
    Juan Js Roca Center 2200 Liberty
    Avenue
    Miami Beach,FL33139     		None Public Charity Unrestricted Donation 5,000
    Miami Lighthouse For The Blind
    601 Southwest Eighth Avenue
    Miami,FL33130     		None Public Charity Unrestricted Donation 27,500
    Miami Science Museum
    3280 South Miami Avenue
    Miami,FL33129     		None Public Charity Unrestricted Donation 11,000
    Miami Transplant Institute
    Highland Professional Bldg 1801 NW
    9th Avenue
    Miami,FL33136     		None Public Charity Unrestricted Donation 500
    Miami University
    301 S Campus Avenue Rm 121
    Oxford,OH450563427     		None Public Charity Unrestricted Donation 3,750
    Museum Of Contemporary Art
    Joan Lehman Bldg 770 NE 125 St
    N Miami,FL33161     		None Public Charity Unrestricted Donation 500
    Museum Of Modern Art
    11 West 53rd Street
    New York,NY10019     		None Public Charity Unrestricted Donation 225
    Navy Seal Foundation
    1619 D Street Bldg 5326
    Virginia Beach,VA23459     		None Public Charity Unrestricted Donation 30,000
    New World Symphony
    500 17th Street
    Miami Beach,FL33139     		None Public Charity Unrestricted Donation 11,000
    Ocean Reef Chapel Foundation
    32 Ocean Reef Drive
    Key Largo,FL33037     		None Public Charity Unrestricted Donation 1,000
    Ocean Reef Foundation
    200 Anchor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted Donation 900
    ORCAT
    97 S Harbor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted Donation 26,650
    OSJ Commandery
    123 E 73rd Street
    New York,NY10075     		None Public Charity Unrestricted Donation 1,000
    Pentangle
    31 The Green PO Box 172
    Woodstock,VT05091     		None Public Charity Unrestricted Donation 250
    Perdue University
    610 Perdue Mall
    West Lafayette,IN47907     		None Public Charity Unrestricted Donation 45,093
    Rock & Roll Hall of Fame
    One Key Plaza
    Cleveland,OH44114     		None Public Charity Unrestricted Donation 9,046
    Ronald McDonald House of NY
    405 East 73rd Street
    New York,NY100213865     		None Public Charity Unrestricted Donation 5,000
    The Buoniconti Fund
    1095 NW 14th Terrace
    Miami,FL33136     		None Public Charity Unrestricted Donation 5,000
    The Community Academy Garden Program
    3300 NW 27th Avenue
    Miami,FL33142     		None Public Charity Unrestricted Donation 1,000
    The Kampong Of The National Botanics Garden
    4013 Douglas Road
    Coconut Grove,FL33133     		None Public Charity Unrestricted Donation 1,500
    The Vizcayans
    3251 South Miami Avenue
    Miami,FL33129     		None Public Charity Unrestricted Donation 1,000
    The Wolfsonian
    1001 Washington Avenue
    Miami Beach,FL33139     		None Public Charity Unrestricted Donation 1,000
    United Way
    PO Box 019209
    Miami,FL331019209     		None Public Charity Unrestricted Donation 2,500
    University of Chicago
    1115 E 58th Street
    Chicago,IL60637     		None Public Charity Unrestricted Donation 6,076
    University of Florida
    235 Tigert Hall - PO Box 113175
    Gainesville,FL32611     		None Public Charity Unrestricted Donation 20,700
    University of Georgia Foundation
    394 South Milledge Avenue
    Athens,GA30602     		None Public Charity Unrestricted Donation 12,800
    University of Illinois Foundation
    1305 West Green Street
    Urbana,IL61801     		None Public Charity Unrestricted Donation 86,298
    University of Miami
    1320 S Dixie Hwy Ste 300
    Coral Gables,FL33146     		None Public Charity Unrestricted Donation 364,443
    University Of Michigan
    Wolverine Tower 3003 S State Street
    Ann Arbor,MI48109     		None Public Charity Unrestricted Donation 299,129
    University of Washington
    PO Box 355880
    Seattle,WA981955882     		None Public Charity Unrestricted Donation 12,702
    US Sailing
    PO Box 1260 15 Maritime Drive
    Portsmouth,RI028710907     		None Public Charity Unrestricted Donation 18,750
    Virginia Tech Foundation
    902 Prices Fork Road 0336
    Blacksburg,VA24061     		None Public Charity Unrestricted Donation 49,700
    Women of Tomorrow Mentor & Scholarship
    111 NE 1st Street Suite 912
    Miami,FL33132     		None Public Charity Unrestricted Donation 5,000
    Total .................................bullet 3a 4,633,545
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 466,899  
    4 Dividends and interest from securities....     14 338,699  
    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.....     18 451,408  
    8Gain or (loss) from sales of assets other than inventory     18 3,255,251  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,512,257 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    134,512,257
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    Employer identification number

    04-2943910
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2943910
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    E Roe Stamps IV    
    Seven Osprey Lane
       
    Key Largo, FL   33037

    		$1,320,660




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    E Roe Stamps IV    
    Seven Osprey Lane
       
    Key Largo, FL   33037

    		$1,344,980




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    3
     
     

    E Roe Stamps IV    
    Seven Osprey Lane
       
    Key Largo, FL   33037

    		$2,116,010




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2943910
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 36000 shares COVENTRY HLTH CARE INC COM   $1,320,660 2011-06-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 26000 shares UNITEDHEALTH GRP   $1,344,980 2011-06-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 26000 shares HUMANA INC COM STK   $2,116,010 2011-06-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2943910
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Northern - PIMCO 7,213,494 7,176,409
    Northern - TIPS 6,739,072 7,083,017

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Developer Fianance Corporation 851,183 766,667
    Northern - KDP & M 2,574,467 2,499,775
    Northern - Mutual Funds 6,028,153 6,647,337

    TY 2010 InvestmentsOtherSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Alydar AT COST 15,000,000 25,386,131
    Bay Pond AT COST 1,664,604 7,101,108
    CamCap Energy Offshore AT COST 1,000,000 798,323
    CamCap Resources Offshore AT COST 2,500,000 2,743,490
    Hawkes Bay AT COST 1,397,584 1,921,639
    Hoplite AT COST 1,099,260 3,337,530
    North River AT COST 0 0
    Silchester JET AT COST 2,500,000 2,208,667
    Spindrift AT COST 1,131,758 2,718,165
    Summit Partners Holdings, L.P. AT COST 11,829 701
    Thirteen Partners AT COST 2,540,826 2,830,340
    Tise Peak AT COST 2,000,000 1,955,621
    Two Sigma AT COST 2,203,928 2,053,097
    Weiss Multi Strategy AT COST 1,501,008 1,900,730
    York AT COST 0 0

    TY 2010 LegalFeesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 19 19   0


    TY 2010 OtherExpensesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 35 35   0
    Portfolio Deductions 379 379   0
    Adverting 673 673   673
    Office 6,449 6,449   5,900
    Web Hosting 102 102   0


    TY 2010 OtherIncomeSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Northern - KDP&M 240 240 240
    UBS 104 104 104
    Two Sigma U.S. Large Cap Core Equity Fund, L.P. 451,064 451,064 451,064


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Fees 16,815 16,815   0
    Other 63,065 63,065   0


    TY 2010 SubstantialContributorsSch
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Name Address
    E Roe Stamps IV Seven Osprey Lane
    Key Largo,FL33037


    TY 2010 TaxesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    c/o Summit Partners
    EIN: 04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Taxes (sect. 4940) 97,097 0   0
    Foreign Taxes 837 837   0