TY 2011 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

OMB No. 1545-0052

2011

For calendar year 2011, or tax year beginning 08-01-2011 , and ending 07-31-2012

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

Amended returnAddress changeName change

Name of foundation
RIDGEWAY EM-CHARITTUW

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - TRUST TAX DEPT Room/suite

City or town, state, and ZIP code
WILSON, NC278942907

A Employer identification number

54-6202908

B Telephone number (see page 10 of the instructions)

(540) 665-4254

C If exemption application is pending, check here bullet

D 1. Foreign organizations, check here . bullet

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

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

$1,608,076J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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

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

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	46,883		46,883
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		81,250
b	Gross sales price for all assets on line 6a 1,368,181
7	Capital gain net income (from Part IV, line 2)...			81,250
8	Net short-term capital gain.........				0
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........	128,133		128,133
13	Compensation of officers, directors, trustees, etc.	22,469		22,469
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		1,425			0
17	Interest...............					0
18	Taxes (attach schedule) (see page 14 of the instructions)		2,934			0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		140	140
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	26,968		22,609	0	0
25	Contributions, gifts, grants paid........	81,909				81,909
26	Total expenses and disbursements. Add lines 24 and 25	108,877		22,609	0	81,909
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	19,256
b	Net investment income (if negative, enter -0-)			105,524
c	Adjusted net income (if negative, enter -0-)...				0

For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.

Cat. No. 11289X Form 990-PF (2011)

Form 990-PF (2011)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	37,240	42,350	42,350
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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)........	586,755	670,161	708,190
	c	Investments—corporate bonds (attach schedule)........	803,291	751,072	775,842
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	98,686	81,644	81,694
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,525,972	1,545,227	1,608,076
	17	Accounts payable and accrued expenses..........
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	1,525,972	1,545,227
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	1,525,972	1,545,227
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	1,525,972	1,545,227

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	1,525,972
2	Enter amount from Part I, line 27a.....................	2	19,256
3	Other increases not included in line 2 (itemize)	3	12
4	Add lines 1, 2, and 3..........................	4	1,545,240
5	Decreases not included in line 2 (itemize)	5	13
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	1,545,227

Form 990-PF (2011)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	310. AT&T INC		2009-05-08	2011-08-18
b	80. ALTRIA GROUP INC		2009-05-08	2011-08-18
c	1269.853 AMERICAN CENTURY DIVERSIFIED BOND FUND #		2011-06-17	2011-08-18
d	30. AMERON INC DEL COMMON		2011-01-05	2011-08-18
e	120. ASSISTED LIVING CONCEPTS INC COMMON		2011-01-05	2011-08-18
	80. AUTODESK, INC. COMMON		2011-06-17	2011-08-18
	25. AVALONBAY CMNTYS INC COM		2010-04-08	2011-08-18
	120. AVNET INCORPORATED		2011-01-05	2011-08-18
	220. BCE INC		2009-05-08	2011-08-18
	80. BERKLEY W R CORP		2011-01-05	2011-08-18
	25. BOSTON PPTYS INC		2010-04-08	2011-08-18
	160. BRANDYWINE REALTY TRUST REITS		2010-04-08	2011-08-18
	310. BRISTOL MYERS SQUIBB COMPANY		2009-05-08	2011-08-18
	90. CIT GROUP INC COMMON		2011-01-05	2011-08-18
	70. CABOT OIL AND GAS		2011-01-05	2011-08-18
	50. CASEY'S GENERAL STORES, INC. COMMON		2011-01-05	2011-08-18
	80. CENTURYTEL INC		2009-05-08	2011-08-18
	60. CENTURYTEL INC		2011-01-05	2011-08-18
	70. CHEVRON TEXACO CORP COMMON			2011-08-18
	80. CINCINNATI FINANCIAL CORP		2010-04-08	2011-08-18
	90. COCA COLA COMPANY		2009-05-08	2011-08-18
	90. CONOCOPHILLIPS COM		2009-05-08	2011-08-18
	60. CONSOLIDATED EDISON INC COMMON		2011-01-05	2011-08-18
	150. DENBURY RESOURCES INC COMMON		2011-01-05	2011-08-18
	40. DIGITAL REALTY TRUST INC COMMON		2011-01-05	2011-08-18
	40. DIGITAL REALTY TRUST INC COMMON		2010-04-08	2011-08-18
	170. DISCOVER FINL SVCS		2011-01-05	2011-08-18
	397.954 DODGE & COX INCOME FUND		2011-01-05	2011-08-18
	6214.353 DODGE & COX INCOME FUND			2011-08-18
	180. DOMINION RESOURCES INC/VA COMMON		2009-05-08	2011-08-18
	120. ENCORE WIRE CORPORATION COMMON		2011-01-05	2011-08-18
	70. EQUITY RESIDENTIAL PPTY		2010-04-08	2011-08-18
	70. FAMILY DOLLAR STORES INCORPORATED		2011-01-05	2011-08-18
	1602.884 FEDERATED HIGH YIELD BOND INST CL FUND #			2011-08-18
	3185.728 FEDERATED INTERMEDIATE FUND 303		2011-06-17	2011-08-18
	6100.722 FIDELITY ADVISOR STRATEGIC INC FD CLASS I		2008-05-12	2011-08-18
	140. FIFTH THIRD BANCORP		2011-01-05	2011-08-18
	190. FOCUS MEDIA HOLDING LIMITED		2011-06-17	2011-08-18
	250. FOOT LOCKER INC. COMMON		2011-01-05	2011-08-18
	220. GLAXO PLC		2009-05-08	2011-08-18
	100. HCP, INC COMMON		2010-04-08	2011-08-18
	1250.166 HARBOR INTERNATIONAL FUND			2011-08-18
	90. HEALTH CARE REIT INC		2010-04-08	2011-08-18
	180. H J HEINZ COMPANY		2009-05-08	2011-08-18
	70. HIGHWOODS PPTYS INC		2010-04-08	2011-08-18
	150. HOST MARRIOTT CORP NEW COM		2010-04-08	2011-08-18
	190. HUDSON CITY BANCORP INC		2011-01-05	2011-08-18
	90. HYATT HOTELS CORP CL A COMMON		2011-01-05	2011-08-18
	170. INVESTORS BANCORP COMMON		2011-01-05	2011-08-18
	120. JEFFERIES GROUP INC COMMON		2011-01-05	2011-08-18
	90. JOHNSON & JOHNSON		2009-05-08	2011-08-18
	60. KAISER ALUMINUM CORPORATION COMMON		2011-01-05	2011-08-18
	120. KIMBERLY CLARK CORPORATION		2009-05-08	2011-08-18
	130. KIMCO RLTY CORP		2010-04-08	2011-08-18
	160. LEUCADIA NATIONAL CORP COMMON		2011-01-05	2011-08-18
	190. ELI LILLY & CO		2009-05-08	2011-08-18
	70. MACK CALI RLTY CORP COMMON		2011-01-05	2011-08-18
	40. MASTERCARD INC - CLASS A		2011-06-17	2011-08-18
	70. MCDONALDS CORPORATION			2011-08-18
	90. THE MEN'S WEARHOUSE INC COMMON		2011-01-05	2011-08-18
	210. NEW YORK COMMUNITY BANCORP INC. COMMON		2011-01-05	2011-08-18
	70. ONEOK INC. NEW		2011-01-05	2011-08-18
	110. PETROHAWK ENERGY CORP		2011-01-05	2011-08-18
	80. PETROLEO BRASILEIR COMMON		2011-06-17	2011-08-18
	80. PHILIP MORRIS INTERNATIONAL		2009-05-08	2011-08-18
	3320.15 PIMCO COMMODITY REAL RETURN STRATEGY INS			2011-08-18
	80. PLUM CREEK TIMBER CO LP DEPOSITARY UNIT		2011-01-05	2011-08-18
	140. PROGRESS ENERGY, INC		2009-05-08	2011-08-18
	40. RANGE RESOURCES CORP COMMON		2011-01-05	2011-08-18
	70. RAY JAMES FINANCIAL, INC. COMMON		2011-01-05	2011-08-18
	50. REGENCY CENTERS CORP		2011-01-05	2011-08-18
	220. REYNOLDS AMERICAN INC COMMON		2009-05-08	2011-08-18
	130. ROCKWOOD HOLDINGS INC COMMON		2011-06-17	2011-08-18
	140. ROYAL DUTCH SHELL PLC ADR CL B		2009-05-08	2011-08-18
	40. SL GREEN REALTY COMMON		2010-04-08	2011-08-18
	120. SPX CORPORATION		2011-06-17	2011-08-18
	70. SCANA CORP COMMON		2009-05-08	2011-08-18
	30. SCHNITZER STEEL INDS INC CL A		2011-01-05	2011-08-18
	25. SIMON PPTY GROUP INC NEW COMMON		2011-01-05	2011-08-18
	40. SIMON PPTY GROUP INC NEW COMMON		2010-04-08	2011-08-18
	150. SOUTHERN COMPANY		2009-05-08	2011-08-18
	170. SPIRIT AEROSYSTEMS HOLDINGS INC COMMON		2011-01-05	2011-08-18
	1219.752 STERLING CAPITAL TOTAL RETURN BOND FUND			2011-08-18
	2372.714 STERLING CAPITAL INTERMEDIATE U.S. GOVERNMENT FUND INST CL FU		2011-06-17	2011-08-18
	180. SUNSTONE HOTEL INVESTORS INC COMMON		2010-04-08	2011-08-18
	50. TAUBMAN CENTERS INC		2010-04-08	2011-08-18
	70. TECH DATA CORPORATION COMMON		2011-01-05	2011-08-18
	380. TELLABS, INC. COMMON		2011-01-05	2011-08-18
	60. THOMAS & BETTS CORPORATION COMMON		2011-06-17	2011-08-18
	60. FINA S A SPONSORED		2010-04-08	2011-08-18
	120. TRINITY INDS INC		2011-01-05	2011-08-18
	50. UMB FINANCIAL CORP COMMON		2011-01-05	2011-08-18
	50. ULTRA PETE CORP COM		2011-01-05	2011-08-18
	10. UNILEVER PLC-SPONSORED ADR		2011-01-05	2011-08-18
	120. UNILEVER PLC-SPONSORED ADR		2009-05-08	2011-08-18
	70. VAIL RESORTS COMMON		2011-01-05	2011-08-18
	250. VERIZON COMMUNICATIONS INC		2009-05-08	2011-08-18
	80. VODAFONE GROUP PLC NEW SP ADR		2011-01-05	2011-08-18
	240. VODAFONE GROUP PLC NEW SP ADR		2009-05-08	2011-08-18
	55. VORNADO REALTY TRUST		2010-04-08	2011-08-18
	260. WINDSTREAM CORP		2009-05-08	2011-08-18
	8. WHITE MOUNTAINS INSURANCE GROUP LTD COMM		2011-01-05	2011-08-18
	100. ADMIRAL GROUP PLC		2011-08-18	2011-11-21
	320. BANK OF NEW YORK MELLON CORP		2011-08-18	2011-11-21
	110. CITRIX SYSTEMS			2011-11-21
	280. COVENTRY HEALTHCARE INC COMMON			2011-11-21
	310. CYPRESS SEMICOMDUCTOR CORP COMMON		2011-08-18	2011-11-21
	582.684 EAGLE SMALL CAP GROWTH FUND INST CL FUND			2011-11-21
	90. ENCANA CORP COMMON		2011-08-18	2011-11-21
	240. ENDO PHARMACEUT HLDGS INC COMMON		2011-08-18	2011-11-21
	260. FOCUS MEDIA HOLDING LIMITED		2011-06-17	2011-11-21
	20. GRAINGER W.W. INC COMMON		2011-08-18	2011-11-21
	230. HCA HOLDINGS, INC COMMON		2011-08-18	2011-11-21
	50. HSBC HLDGS PLC ADR		2011-08-18	2011-11-21
	34.747 HARBOR INTERNATIONAL FUND		2009-05-08	2011-11-21
	160. HELMERICH & PAYNE INC COMMON		2011-08-18	2011-11-21
	330. MAXIM INTEGRATED PRODUCTS INC COMON			2011-11-21
	10784.225 METROPOLITAN WEST TOTAL RETURN BOND FUND		2011-06-17	2011-11-21
	150. NETEASE.COM INC ADR		2011-08-18	2011-11-21
	30. NOVO-NORDISK A S ADR		2011-08-18	2011-11-21
	260. OWENS CORNING COMMON		2011-08-18	2011-11-21
	6443.43 PIMCO TOTAL RETURN FUND 35			2011-11-21
	1674.241 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FD INST CL F		2011-08-18	2011-11-21
	3665.014 PRINCIPAL PREFERRED SECURITIES FUND INST			2011-11-21
	180. RYDER SYSTEMS, INC.		2011-08-18	2011-11-21
	130. SPX CORPORATION		2011-06-17	2011-11-21
	190. ST JUDE MEDICAL INC COMMON		2011-08-18	2011-11-21
	2860. SIRIUS XM RADIO INC COMMON		2011-08-18	2011-11-21
	190. SOTHEBY'S HOLDINGS -CL A			2011-11-21
	190. TJX COMPANIES		2011-08-18	2011-11-21
	560. TAKE-TWO INTERACTIVE SOFTWRE COMMON			2011-11-21
	80. TARGET CORP COM		2011-08-18	2011-11-21
	120. UNITED THERAPEUTICS CORP DEL		2011-08-18	2011-11-21
	120. VARIAN MED SYS INC		2011-08-18	2011-11-21
	2763.445 VIRTUS QUALITY SMALL CAP FUND CL I FUND			2011-11-21
	210. WARNACO GROUP INC COMMON		2011-06-17	2011-11-21
	100. WHITING PETROLEUM CORP COMMON			2011-11-21
	730. YAHOO INC COMMON			2011-11-21
	40. BUNGE LIMITED		2011-08-18	2011-11-21
	60. COVIDIEN PLC		2011-06-17	2011-11-21
	140. HERBALIFE LTD		2011-08-18	2011-11-21
	300. AVAGO TECHNOLOGIES LTD		2011-06-17	2011-11-21
	30. ANIXTER INTERNATIONAL INC		2011-08-18	2012-04-04
	40. ARM HOLDINGS PLC -SPONS ADR		2011-08-18	2012-04-04
	280. BG GROUP PLC SPON ADR		2011-08-18	2012-04-04
	30. BECTON DICKINSON & CO. COMMON		2011-08-18	2012-04-04
	28. BLACKROCK INC COMMON		2011-08-18	2012-04-04
	50. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO		2011-11-21	2012-04-04
	70. CANADIAN NATL RY CO		2011-08-18	2012-04-04
	50. CENTENE CORP		2011-11-21	2012-04-04
	70. CHICAGO BRIDGE & IRON CO NV		2011-11-21	2012-04-04
	570. CHINA RESOURCES ENTERPRISE LTD SP ADR			2012-04-04
	94.077 COHEN & STEERS REALTY SHARES INSTITUTION		2011-06-17	2012-04-04
	110. COMCAST CORP NEW CL A SPL		2011-08-18	2012-04-04
	60. DANAHER CORP COMMON		2011-08-18	2012-04-04
	15. DASSAULT SYSTEMS COMMON		2011-08-18	2012-04-04
	80. ECOLABS INC		2011-08-18	2012-04-04
	20. FLOWSERVE CORP COM		2011-11-21	2012-04-04
	7. GOOGLE INC CL A		2011-06-17	2012-04-04
	220. HOSPIRA INC		2011-08-18	2012-04-04
	40. ICF INTERNATIONAL INC COMMON		2011-08-18	2012-04-04
	40. JGC CORPORATION			2012-04-04
	30. JUPITER TELECOMMUNICATIONS CO LTD ADR		2011-08-18	2012-04-04
	544.692 LAZARD EMERGING MKTS PORTFOLIO INST CLAS		2009-05-08	2012-04-04
	9. MASTERCARD INC - CLASS A		2011-06-17	2012-04-04
	50. MCCORMICK & CO INC COM		2011-08-18	2012-04-04
	50. MILLER HERMAN INC COM		2011-08-18	2012-04-04
	80. MTN GROUP LTD ADR		2011-08-18	2012-04-04
	30. NESTLE SA ADR		2011-08-18	2012-04-04
	370. NEWELL RUBBERMAID INC		2011-11-21	2012-04-04
	15. NOBLE ENERGY INC		2011-08-18	2012-04-04
	60. NORDSON CORP		2011-11-21	2012-04-04
	60. NOVOZYMES A/S UNSPONS ADR		2011-06-17	2012-04-04
	20. OGE ENERGY CORP COMMON		2011-11-21	2012-04-04
	36.69 OPPENHEIMER DEVELOPING MARKETS FUND CL Y		2011-06-17	2012-04-04
	40. PENTAIR INC COMMON		2011-11-21	2012-04-04
	20. POLARIS INDUSTRIES INC		2011-11-21	2012-04-04
	15. PRAXAIR,INC		2011-08-18	2012-04-04
	50. PROCTOR AND GAMBLE COMPANY		2009-05-08	2012-04-04
	30. PROCTOR AND GAMBLE COMPANY		2011-08-18	2012-04-04
	140. PROGESSIVE CORP., OHIO COMMON		2011-08-18	2012-04-04
	60. ROCHE HOLDING LTD ADR		2011-08-18	2012-04-04
	620. SCHWAB CHARLES CORP NEW		2011-08-18	2012-04-04
	60. SCRIPPS NETWORKS INTERACTIVE CL A COMMON		2011-06-17	2012-04-04
	15. JM SMUCKER CO COMMON		2011-08-18	2012-04-04
	60. TEXAS INSTRUMENTS INCORPORATED		2011-06-17	2012-04-04
	25. 3M COMPANY COMMON		2011-08-18	2012-04-04
	50. THE TIMKEN COMPANY COMMON		2011-11-21	2012-04-04
	70. TRINITY INDS INC		2011-11-21	2012-04-04
	50. UNILEVER PLC-SPONSORED ADR		2011-01-05	2012-04-04
	20. COVIDIEN PLC		2011-06-17	2012-04-04
	120. QIAGEN N.V.		2011-08-18	2012-04-04
	.557 ACCO BRANDS CORP COMMON		2011-11-21	2012-06-18
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,822	7,877	945
b	2,054	1,371	683
c	14,172	13,867	305
d	2,524	2,287	237
e	1,499	1,891	-392
	2,126	2,918	-792
	3,199	2,274	925
	3,116	3,940	-824
	8,467	4,737	3,730
	2,337	2,198	139
	2,524	1,923	601
	1,563	2,003	-440
	8,628	6,265	2,363
	2,882	4,210	-1,328
	4,840	2,582	2,258
	2,048	2,074	-26
	2,745	2,410	335
	2,059	2,797	-738
	6,532	5,128	1,404
	2,054	2,351	-297
	6,084	3,842	2,242
	5,775	4,139	1,636
	3,239	2,959	280
	2,236	2,814	-578
	2,238	2,040	198
	2,238	2,214	24
	3,905	3,196	709
	5,388	5,253	135
	84,142	78,585	5,557
	8,841	5,780	3,061
	2,455	2,960	-505
	4,054	2,825	1,229
	3,423	3,198	225
	15,372	15,896	-524
	32,431	32,590	-159
	77,296	71,195	6,101
	1,351	2,076	-725
	5,369	5,088	281
	4,399	4,783	-384
	9,086	6,809	2,277
	3,355	3,276	79
	68,309	48,912	19,397
	4,194	4,053	141
	9,333	6,359	2,974
	2,182	2,201	-19
	1,706	2,258	-552
	1,113	2,491	-1,378
	2,869	4,187	-1,318
	2,247	2,289	-42
	1,866	3,191	-1,325
	5,649	4,946	703
	2,866	2,965	-99
	7,808	6,228	1,580
	2,153	2,098	55
	4,366	4,776	-410
	6,650	6,880	-230
	2,104	2,291	-187
	12,459	10,746	1,713
	6,060	4,249	1,811
	2,312	2,236	76
	2,593	3,969	-1,376
	4,669	3,870	799
	4,254	2,059	2,195
	2,022	2,376	-354
	5,457	3,255	2,202
	29,383	26,264	3,119
	2,800	3,032	-232
	6,531	5,036	1,495
	2,361	1,774	587
	1,782	2,259	-477
	1,967	2,092	-125
	7,746	4,425	3,321
	6,021	6,266	-245
	8,937	6,952	1,985
	2,776	2,406	370
	6,074	9,165	-3,091
	2,754	2,185	569
	1,219	2,019	-800
	2,841	2,457	384
	4,546	3,397	1,149
	6,001	4,393	1,608
	2,541	3,499	-958
	13,588	11,618	1,970
	25,744	25,246	498
	1,053	2,075	-1,022
	2,802	2,057	745
	2,938	3,086	-148
	1,429	2,592	-1,163
	2,374	3,048	-674
	2,808	3,495	-687
	2,712	3,181	-469
	1,758	2,130	-372
	1,793	2,321	-528
	336	303	33
	4,029	2,620	1,409
	2,543	3,697	-1,154
	8,781	6,994	1,787
	2,157	2,178	-21
	6,472	4,374	2,098
	4,493	4,253	240
	3,061	2,366	695
	3,240	2,757	483
	1,255	2,513	-1,258
	5,878	6,547	-669
	7,504	7,419	85
	8,377	8,730	-353
	5,529	5,464	65
	21,320	22,545	-1,225
	1,691	2,193	-502
	7,763	7,390	373
	3,723	6,963	-3,240
	3,469	2,614	855
	5,752	4,607	1,145
	1,836	2,114	-278
	1,797	1,483	314
	8,494	8,515	-21
	8,265	7,568	697
	112,372	113,342	-970
	6,615	6,937	-322
	3,313	3,207	106
	7,014	6,958	56
	69,460	70,914	-1,454
	15,336	15,989	-653
	34,744	37,089	-2,345
	8,957	7,752	1,205
	7,542	9,929	-2,387
	6,762	7,889	-1,127
	5,271	5,348	-77
	5,277	7,043	-1,766
	11,185	10,128	1,057
	7,421	7,258	163
	4,190	3,949	241
	4,881	5,976	-1,095
	6,853	6,449	404
	32,167	32,471	-304
	9,853	10,677	-824
	4,458	4,932	-474
	10,884	10,202	682
	2,384	2,447	-63
	2,675	3,167	-492
	7,547	7,253	294
	8,778	9,863	-1,085
	2,128	1,520	608
	1,126	957	169
	6,261	5,795	466
	2,336	2,337	-1
	5,696	4,316	1,380
	1,186	1,089	97
	5,491	4,853	638
	2,465	1,815	650
	3,007	2,641	366
	3,768	4,172	-404
	4,041	3,847	194
	3,175	2,254	921
	3,313	2,510	803
	1,341	1,119	222
	4,914	3,626	1,288
	2,305	1,874	431
	4,446	3,465	981
	7,942	9,533	-1,591
	989	816	173
	2,396	2,184	212
	2,016	2,305	-289
	10,632	7,293	3,339
	3,864	2,418	1,446
	2,718	2,266	452
	1,112	893	219
	1,302	1,491	-189
	1,847	1,878	-31
	6,477	5,485	992
	1,456	1,261	195
	3,218	2,586	632
	1,747	1,861	-114
	1,057	1,014	43
	1,209	1,260	-51
	1,835	1,446	389
	1,439	1,178	261
	1,706	1,424	282
	3,368	2,586	782
	2,021	1,813	208
	3,230	2,500	730
	2,597	2,480	117
	8,984	7,452	1,532
	2,897	2,869	28
	1,215	1,063	152
	1,926	1,883	43
	2,194	1,942	252
	2,555	1,993	562
	2,319	1,877	442
	1,646	1,517	129
	1,076	1,056	20
	1,886	1,760	126
	5	6	-1
			286

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			945
b			683
c			305
d			237
e			-392
			-792
			925
			-824
			3,730
			139
			601
			-440
			2,363
			-1,328
			2,258
			-26
			335
			-738
			1,404
			-297
			2,242
			1,636
			280
			-578
			198
			24
			709
			135
			5,557
			3,061
			-505
			1,229
			225
			-524
			-159
			6,101
			-725
			281
			-384
			2,277
			79
			19,397
			141
			2,974
			-19
			-552
			-1,378
			-1,318
			-42
			-1,325
			703
			-99
			1,580
			55
			-410
			-230
			-187
			1,713
			1,811
			76
			-1,376
			799
			2,195
			-354
			2,202
			3,119
			-232
			1,495
			587
			-477
			-125
			3,321
			-245
			1,985
			370
			-3,091
			569
			-800
			384
			1,149
			1,608
			-958
			1,970
			498
			-1,022
			745
			-148
			-1,163
			-674
			-687
			-469
			-372
			-528
			33
			1,409
			-1,154
			1,787
			-21
			2,098
			240
			695
			483
			-1,258
			-669
			85
			-353
			65
			-1,225
			-502
			373
			-3,240
			855
			1,145
			-278
			314
			-21
			697
			-970
			-322
			106
			56
			-1,454
			-653
			-2,345
			1,205
			-2,387
			-1,127
			-77
			-1,766
			1,057
			163
			241
			-1,095
			404
			-304
			-824
			-474
			682
			-63
			-492
			294
			-1,085
			608
			169
			466
			-1
			1,380
			97
			638
			650
			366
			-404
			194
			921
			803
			222
			1,288
			431
			981
			-1,591
			173
			212
			-289
			3,339
			1,446
			452
			219
			-189
			-31
			992
			195
			632
			-114
			43
			-51
			389
			261
			282
			782
			208
			730
			117
			1,532
			28
			152
			43
			252
			562
			442
			129
			20
			126
			-1

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	81,250
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .		3

Part V

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

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

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

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

If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2010	81,055	1,593,552	0.050864
2009	67,939	1,507,969	0.045053
2008	80,728	1,353,628	0.059638
2007	81,154	1,556,211	0.052148
2006	80,549	1,589,836	0.050665

2	Total of line 1, column (d) ......................	2	0.258368
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	0.051674
4	Enter the net value of noncharitable-use assets for 2011 from Part X, line 5.....	4	1,569,682
5	Multiply line 4 by line 3.......................	5	81,112
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	1,055
7	Add lines 5 and 6.........................	7	82,167
8	Enter qualifying distributions from Part XII, line 4..............	8	81,909
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions on page 18.

Form 990-PF (2011)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	2,110
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	2,110
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	2,110
6	Credits/Payments:

a	2011 estimated tax payments and 2010 overpayment credited to 2011	6a	1,492
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,492
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	618
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2012 estimated tax	Refunded	11	0

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.

Yes

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

instructions) bullet

If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on

page 27)? If “Yes,” complete Part XIV..........................

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......

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

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

Yes

Website address bullet

The books are in care of bullet

BRANCH BANKING & TRUST COMPANY Telephone no. bullet

(540) 665-4254

Located at bullet

38 ROUSE AVEWINSCHESTERVA ZIP+4 bullet

22601

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

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

At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over

a bank, securities, or other financial account in a foreign country? .................

See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet

Form 990-PF (2011)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check “No”

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2011?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2011, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2011?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........

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

20, 20, 20, 20

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

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

If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2011.)....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

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

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

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

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...YesNo

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

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

If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?

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

If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

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

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

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

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

If “Yes” to 6b, file Form 8870.

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

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

Form 990-PF (2011)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BRANCH BANKING AND TRUST COMPANY	TRUSTEE 1	22,469
38 ROUSE AVE WINCHESTER,VA22601	TRUSTEE 1	22,469

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...................				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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2011)

Page 7

Part IX-B

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

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


2


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

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

Part X

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

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

purposes:

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

1,593,586

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

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

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

1,593,586

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

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

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

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

1,593,586

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

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

23,904

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

1,569,682

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

78,484

Part XI

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

and do not complete this part.)

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

78,484

Tax on investment income for 2011 from Part VI, line 5......

2,110

Income tax for 2011. (This does not include the tax from Part VI.)...

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

2,110

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

76,374

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

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

76,374

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

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

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

76,374

Part XII

Qualifying Distributions (see page 25 of the instructions)

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

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

81,909

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

81,909

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

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

81,909

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2011)

Page 8

Part XIII

Undistributed Income (see page 26 of the instructions)

		(a) Corpus	(b) Years prior to 2010	(c) 2010	(d) 2011
1 Distributable amount for 2011 from Part XI, line 7					76,374
2 Undistributed income, if any, as of the end of 2011:
a Enter amount for 2010 only.......				24,058
b Total for prior years:2009, 20, 20			0
3 Excess distributions carryover, if any, to 2011:
a From 2006.......	0
b From 2007.......	0
c From 2008.......	0
d From 2009.......	0
e From 2010.......	0
fTotal of lines 3a through e.........		0
4Qualifying distributions for 2011 from Part
XII, line 4: $ 81,909
a Applied to 2010, but not more than line 2a				24,058
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 2011 distributable amount.....					57,851
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2011.		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		0
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 2010. Subtract line 4a from line 2a. Taxable amount—see page 27 of the instructions ...........				0
f Undistributed income for 2011. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2011 ..........					18,523
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 2006 not applied on line 5 or line 7 (see page 27 of the instructions) .............		0
9Excess distributions carryover to 2012. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2007....	0
b Excess from 2008....	0
c Excess from 2009....	0
d Excess from 2010....	0
e Excess from 2011....	0

Form 990-PF (2011)

Page 9

Part XIV

Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2011, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2011	(b) 2010	(c) 2009	(d) 2008	(e) Total

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

Part XV

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

1Information Regarding Foundation Managers:

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

NONE

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.

NONE

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

Check here bullet

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

aThe name, address, and telephone number of the person to whom applications should be addressed:

DENA KANE
38 ROUSS AVE
WINCHESTER,VA226014738
(540) 665-4218

bThe form in which applications should be submitted and information and materials they should include:

WRITTEN REQUEST - MUST DEMONSTRATE NEED AND QUALIFICATIONS WITHIN PARAMETERS OF FOUNDATION PURPOSE.

cAny submission deadlines:

MAY 31, ANNUALLY

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

CHARITIES MUST BE IN WINCHESTER AND SURROUNDING AREAS. EMPHASIS IS PLACED ON PERSONAL SERVICES.

Form 990-PF (2011)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN CANCER SOCIETY PO BOX 720366 OKLAHOMA CITY,OK73162	NONE	PUBLIC CHARITY	GENERAL FUNDS	500
BILLY GRAHAM EVANGELISTIC ASSN 1 BILLY GRAHAM PARKWAY CHARLOTTE,NC28201	NONE	PUBLIC CHARITY	GENERAL FUNDS	10,068
FERRUM COLLEGE COLLEGE RELATIONS OFFICE FERRUM,VA24088	NONE	PUBLIC CHARITY	SCHOLARSHIP FUNDS	10,068
DAUGHTERS OF THE AMERICAN REVOLUTION 1776 D STREET NW - ADM BLDG WASHINGTON,DC20006	NONE	PUBLIC CHARITY	GENERAL FUNDS	10,068
ADULT CARE CENTER OF THE NORTHERN SHENANDOAH VALLEY INC 115 WOLFE ST WINCHESTER,VA22601	NONE	PUBLIC CHARITY	TO ASSIST NEEDY ELDERLY	1,400
AMERICAN RED CROSS 561 FORTRESS DR WINCHESTER,VA22603	NONE	PUBLIC CHARITY	EMERGENCY ASSISTANCE	1,000
BIG BROTHERSBIG SISTERS OF WINCHESTER FREDERICK & CLARKE CNTY 121 YOUTH DEVELOPMENT COURT WINCHESTER,VA22601	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,200
BLUE RIDGE AREA FOOD BANK P O BOX 937 VERONA,VA24482	NONE	PUBLIC CHARITY	PUBLIC ASSISTANCE FOR NEEDY FAMILIES	1,500
BLUE RIDGE HOSPICE INC 333 WEST CORK ST WINCHESTER,VA22604	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,300
C-CAP OF WINCHESTER PO BOX 2112 WINCHESTER,VA22604	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,300
CHILD ASSAULT PREVENTION PROGRAM 125 YOUTH DEVELOPMENT COURT WINCHESTER,VA22602	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,200
CONCERN HOTLINE P O BOX 2032 WINCHESTER,VA22601	NONE	PUBLIC CHARITY	GENERAL FUNDS	500
FREE MEDICAL CLINIC OF WINCHESTER 301 N CAMERON ST SUITE 100 WINCHESTER,VA22601	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,500
KIDS ARE OUR CONCERN (CLEAN) 123 YOUTH DEVELOPMENT COURT WINCHESTER,VA22602	NONE	PUBLIC CHARITY	GENERAL FUNDS	600
LEARY EDUCATIONAL FOUNDATION P O BOX 3160 WINCHESTER,VA22604	NONE	PUBLIC CHARITY	GENERAL FUNDS	600
UNITED WAY OF WINCHESTER FREDERICK & CLARKE COUNTIES PO BOX 460 WINCHESTER,VA22604	NONE	PUBLIC CHARITY	GENERAL FUNDS	800
WILLIAM AND HENRY EVANS HOME INC 330 EAST LEICESTER ST WINCHESTER,VA22601	NONE	PUBLIC CHARITY	GENERAL FUNDS	500
HEALTHY FAMILIES OF THE NORTHERN SHENANDOAH VALLEY P O BOX 146 GORE,VA22637	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,000
NATIONAL DIVISION OF GENERAL BOARD GLOBAL MISSIONS OF UMC 475 RIVERSIDE DRIVE NEW YORK,NY10115	NONE	PUBLIC CHARITY	GENERAL FUNDS	10,068
SALVATION ARMY OF WINCHESTER P O BOX 2745 WINCHESTER,VA22604	NONE	PUBLIC CHARITY	GENERAL FUNDS	1,000
VIRGINIA UNITED METHODIST FAMILY SERVICES 3900 WEST BROAD ST RICHMOND,VA23230	NONE	PUBLIC CHARITY	ASSIST NEEDY FAMILIES	20,137
THE LAUREL CENTER POST OFFICE BOX 14 WINCHESTER,VA22604	NONE	EXEMPT	GENERAL FUNDS	1,500
BOYS AND GIRLS CLUB OF NORTHERN WINCHESTER 121 YOUTH DEVELOPMENT COURT WINCHESTER,VA22602	NONE	EXEMPT	COMMUNITY	1,100
WINCHESTER EDUCATION FOUNDATION 14 NORTH BRADDOCK STREET WINCHESTER,VA22601	NONE	EXEMPT	EDUCATIONAL	3,000
Total ................................. 3a				81,909

bApproved for future payment

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

Form 990-PF (2011)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514
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	46,883
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	81,250
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)..				128,133

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

13128,133

(See worksheet in line 13 instructions on page 28 to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See page 28 of the instructions.)

Form 990-PF (2011)

Page 12

Part XVII

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

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

Yes

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

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If “Yes,” complete the following schedule.

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

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.

	Signature of officer or trustee	Date	Title

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

Form 990-PF (2011)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2011 OtherDecreasesSchedule

Name:

RIDGEWAY EM-CHARITTUW

EIN: 54-6202908

Description	Amount
DIFF IN MUTUAL FDS REC/REPORTED	13

- TIN:

TY 2011 OtherIncreasesSchedule

Name:

RIDGEWAY EM-CHARITTUW

EIN: 54-6202908

Description	Amount
ADJUSTMENT FOR ROUNDING	12