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 07-01-2011 , and ending 06-30-2012
G
Check all that apply:
Name of foundation
DEUPREE FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 126 587 MAIN STREET   Room/suite
City or town, state, and ZIP code
NEW HARTFORD, CT06057
A Employer identification number

31-1746946
B Telephone number (see page 10 of the instructions)

(860) 738-7869
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$5,738,518J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 214,052 214,052  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 323,107
b Gross sales price for all assets on line 6a 1,233,899
7 Capital gain net income (from Part IV, line 2)... 389,166
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 537,159 603,218  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,780 4,780    
c Other professional fees (attach schedule).... Click to see attachment 28,544 28,544    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 6,215 5,990    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 122      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,661 39,314   0
25 Contributions, gifts, grants paid........ 285,000 285,000
26 Total expenses and disbursements. Add lines 24 and 25 324,661 39,314   285,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 212,498
b Net investment income (if negative, enter -0-) 563,904
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 114,390 -12,318 -12,318
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)........ 4,129,356 Click to see attachment4,468,562 5,750,836
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis 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) 4,243,746 4,456,244 5,738,518
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,243,746 4,456,244
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,243,746 4,456,244
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,243,746 4,456,244
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 4,243,746
2 Enter amount from Part I, line 27a..................... 2 212,498
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,456,244
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,456,244
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 1280 SHS PAYCHEX INC P 2007-05-22 2011-07-28
b 1283 SHS HEALTH CARE SVCS GROUP P 2010-07-02 2011-12-15
c 1675 SHS PAYCHEX INC P 2009-02-04 2011-07-28
d 220 SHS PHILIP MORRIS INTL INC P 2007-05-22 2011-12-15
e 255 SHS ONEOK INC P 2010-12-06 2011-07-28
1750 SHS SPECTRA ENERGY CORP P 2008-10-02 2012-02-03
2158 SHS AGL RESOURCES INC P 2008-11-10 2011-09-16
2910 SHS SPECTRA ENERGY CORP P 2011-09-16 2012-02-03
735 SHS NEXTERA ENERGY INC P 2008-10-10 2011-09-16
895 SHS AT&T INC P 2008-01-15 2012-03-19
2435 SHS PROCTER & GAMBLE CO D 2001-03-27 2011-09-16
210 SHS AT&T INC P 2008-03-11 2012-03-19
545 SHS BRISTOL-MYERS SQUIBB CO P 2008-11-10 2011-10-27
570 SHS UNITED TECHS CORP P 2009-04-01 2012-03-19
1155 SHS CONOCOPHILLIPS P 2010-07-02 2011-11-15
995 SHS CONOCOPHILLIPS P 2010-07-02 2012-05-10
325 SHS CRESCENT POINT ENERGY P 2008-11-10 2011-11-15
940 SHS HEALTH CARE SVCS GROUP P 2010-07-02 2012-05-10
165 SHS CRESCENT POINT ENERGY P 2009-04-01 2011-11-15
1105 SHS INTEL CORP P 2009-12-04 2012-05-10
2780 SHS HEALTH CARE SVCS GROUP P 2010-04-23 2011-10-27
497 SHS PHILLIPS 66 P 2010-07-02 2012-05-10
700 SHS VERMILION ENERGY INC P 2008-11-10 2011-11-15
215 SHS CRESCENT POINT ENERGY P 2009-04-01 2012-06-25
565 SHS VERMILION ENERGY INC P 2009-08-12 2011-11-15
2675 SHS HEALTH CARE SVCS GROUP P 2010-07-02 2012-06-25
1685 SHS GLAXOSMITHKLINE PLC P 2008-06-19 2011-12-15
555 SHS PHILIP MORRIS INC P 2007-05-22 2012-06-25
2402 SHS HEALTH CARE SVCS GROUP P 2010-04-23 2011-12-15
410 SHS VERMILION ENERGY INC P 2009-08-12 2012-06-25
(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 36,370   51,486 -15,116
b 22,246   16,266 5,980
c 47,594   42,684 4,910
d 16,651   10,977 5,674
e 18,751   13,608 5,143
53,269   39,710 13,559
87,672   63,040 24,632
88,579   75,776 12,803
40,654   27,238 13,416
28,308   34,100 -5,792
156,275   13,486 142,789
6,642   7,520 -878
17,807   11,303 6,504
48,405   24,758 23,647
82,670   56,654 26,016
53,774   37,625 16,149
13,009   7,686 5,323
18,863   11,917 6,946
6,605   3,429 3,176
29,956   22,685 7,271
48,001   40,514 7,487
16,363   11,170 5,193
32,752   18,283 14,469
7,506   4,468 3,038
26,436   16,125 10,311
47,886   33,913 13,973
75,998   73,915 2,083
46,714   27,691 19,023
41,649   35,005 6,644
16,494   11,701 4,793
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       -15,116
b       5,980
c       4,910
d       5,674
e       5,143
      13,559
      24,632
      12,803
      13,416
      -5,792
      142,789
      -878
      6,504
      23,647
      26,016
      16,149
      5,323
      6,946
      3,176
      7,271
      7,487
      5,193
      14,469
      3,038
      10,311
      13,973
      2,083
      19,023
      6,644
      4,793
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 2 389,166
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 17,946
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 246,809 5,081,775 0.048567
2009 227,510 4,488,323 0.050689
2008 210,076 4,376,587 0.048000
2007 262,000 5,891,466 0.044471
2006 188,574 4,329,936 0.043551
2 Total of line 1, column (d) ...................... 2 0.235278
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 0.047056
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 5,546,993
5 Multiply line 4 by line 3....................... 5 261,019
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,639
7 Add lines 5 and 6......................... 7 266,658
8 Enter qualifying distributions from Part XII, line 4.............. 8 285,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,639
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 5,639
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,639
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 5,454
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,454
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 2,815
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet2,815 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletOH
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletKRISTINE D CRAMER Telephone no.bullet (860) 738-7869
    Located atbullet6000 NE BAKER HILL ROADBAINBRIDGE ISLANDWA ZIP+4bullet98110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    THOMAS R DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    480 NORTH MAIN STREET
    SUFFIELD,CT06078
    SUSAN D JONESClick to see attachment PRESIDENT
    0.00     		0 0 0
    PO BOX 126
    NEW HARTFORD,CT06057
    RICHARD R DEUPREE IIIClick to see attachment VICE PRES
    0.00     		0 0 0
    4696 HYDALE DRIVE
    PINCKNEY,MI48169
    KATO DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    2540 N KEDZIE BOULEVARD
    CHICAGO,IL60647
    ANDI JONESClick to see attachment DIRECTOR
    0.00     		0 0 0
    28 RIVERDALE AVENUE
    PORT CHESTER,NY10573
    KAROLEN DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    205 PONY SOLDIER RD
    SEDONA,AZ86336
    TAYLOR DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    63 OLD STONE HILL RD
    POUND RIDGE,NY10576
    KRISTINE CRAMERClick to see attachment TREASURER/SE
    0.00     		0 0 0
    6000 NE BAKER HILL RD
    BAINBRIDGE ISLAND,WA98110
    MARTHA CHONGClick to see attachment DIRECTOR
    0.00     		0 0 0
    560 61ST STREET
    OAKLAND,CA94609
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,374,737
    b
    Average of monthly cash balances.......................
    1b
    256,728
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,631,465
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,631,465
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    84,472
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,546,993
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    277,350
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    277,350
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    5,639
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,639
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    271,711
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    271,711
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    271,711
    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
    285,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    285,000
    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
    5,639
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    279,361
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 271,711
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009....... 2,682
    e From 2010.......  
    fTotal of lines 3a through e......... 2,682
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 285,000
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 271,711
    e Remaining amount distributed out of corpus 13,289
    5 Excess distributions carryover applied to 2011.    
    (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 15,971
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		15,971
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009.... 2,682
    d Excess from 2010....  
    e Excess from 2011.... 13,289
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    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 (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIDS LEGAL REFERRAL PANEL
    1663 MISSION ST
    SUITE 500
    SAN FRANCISCO,CA941032484     		    GEN OPER BUDGET 2,000
    ALAMEDA CTY FOOD BANK
    PO BOX 2599
    OAKLAND,CA94614     		    GEN OPER BUDGET 2,500
    AMERICA'S GROW-A-ROW
    150 PITTSTOWN RD
    PITTSTOWN,NJ08867     		    GEN OPER BUDGET 2,500
    AUDUBON SHARON
    325 CORNWALL BRIDGE ROAD
    SHARON,CT06069     		    GEN OPER BUDGET 27,000
    BICYCLE ALLIANCE OF WASHINGTON
    311 3RD AVENUE SOUTH
    SEATTLE,WA98104     		    GEN OPER BUDGET 5,000
    CAMPING & EDUCATION FOUND
    3515 MICHIGAN AVE
    CINCINNATI,OH45208     		    CAMP OGICHI GEN FUND 27,750
    CATHANCE RIVER EDUCATIONAL ALLIANCE
    PO BOX 187
    TOPSHAM,ME04086     		    GEN OPER BUDGET 2,000
    CENTER FOR WOMENS STUDIES
    2001 SOUTH SUMMIT AVE
    SIOUX FALLS,SD57197     		    CENTER FOR WESTERN STUDIES 1,500
    CHICAGO CARES
    300 WEST ADAMS STREET
    CHICAGO,IL60606     		    GEN OPER BUDGET 1,000
    CHRISTIAN RESOURCES INTL
    200 FREE STREET
    FOWLERVILLE,MI48836     		    GEN OPER BUDGET 2,000
    CHURCH OF THE APOSTELS
    12111 N LA CHOLLA BLVD
    ORO VALLEY,AZ85755     		    GEN OPER BUDGET 25,000
    CITY SLICKER FARMS
    1625 16TH STREET
    OAKLAND,CA94607     		    GEN OPER BUDGET 2,500
    CLELIAN ADULT DAY CENTER
    261 BENHAM STREET
    HAMDEN,CT06514     		    GEN OPER BUDGET 2,000
    COMMUNITY CATS
    402 OLD POST ROAD
    BEDFORD,NY10506     		    GEN OPER BUDGET 4,000
    COMMUNITY SCHOOL
    79 WASHINGTON STREET
    CAMDEN,ME04842     		    GEN OPER BUDGET 3,000
    CONNECTICUT COLLEGE
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320     		    GEN OPER BUDGET 6,000
    EAST BAY SPCA
    8323 BALDWIN STREET
    OAKLAND,CA94621     		    GEN OPER BUDGET 2,500
    FAMILY IMPACT CENTER
    735 N GRAND AVENUE
    FOWLERVILLE,MI48836     		    GEN OPER BUDGET 1,000
    FAMLY SERVICES
    ONE GATEWAY PLAZA
    PORT CHESTER,NY10573     		    GEN OPER BUDGET 12,500
    FOWLERVILLE NAZ CHURCH
    PO BOX 477
    FOWLERVILLE,MI48836     		    BLDG FUND & MINISTRIES 10,000
    GLEANERS
    2131 BEAUFAIT
    DETROIT,MI48207     		    GEN OPER BUDGET 1,500
    GRACE OF LOGAN SQUARE UMC
    3325 W WRIGHTWOOD AVENUE
    CHICAGO,IL60647     		    GEN OPER BUDGET 250
    HARBOR SPRINGS LIBRARY
    206 SPRING STREET
    HARBOR SPRINGS,MI49740     		    GEN OPER BUDGET 4,500
    INTL BEGINNING MINISTRIES
    805 SOUTHWOOD STREET
    ANDERSON,SC29624     		    GEN OPER BUDGET 1,000
    KIDIMU
    201 RAVINE LANE
    BAINBRIDGE ISLAND,WA98110     		    KIDS DISCOVERY MUSEUM 1,000
    LEBANON REGIONAL AGRICULTURAL & TCH
    917 EXETER ROAD
    LEBANON,CT06249     		    GEN OPER BUDGET 7,550
    LIVE STRONG
    PO BOX 6003
    ALBERTA LEA,MN56007     		    GEN OPER BUDGET 1,500
    LOVE INC
    820 GRAND RIVER AVENUE
    HOWELL,MI48843     		    GEN OPER BUDGET 6,000
    NEIGHBOR TO NEIGHBOR
    179 WESTCHESTER AVE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    NESKAYA
    1643 PROFILE ROAD
    FRANCONIA,NH03580     		    GEN OPER BUDGET 1,500
    NEW GENERATION ENERGY
    98 NORTH WASHINGTON ST
    SUITE 305
    BOSTON,MA021141913     		    GEN OPER BUDGET 1,500
    OLD TOWN SCHOOL FOLK MUSI
    4544 N LINCOLN AVE
    CHICAGO,IL60625     		    GEN OPER BUDGET 18,750
    PACIFIC SCIENCE CENTER
    200 SECOND AVENUE NORTH
    SEATTLE,WA98109     		    GEN OPER BUDGET 1,500
    PAWS
    3170 23RD STREET
    SAN FRANCISCO,CA94110     		    GEN OPER BUDGET 1,000
    PAWS FOR LIBERTY
    8939 PALOMINO DRIVE
    LAKE WORTH,FL33467     		    GEN OPER BUDGET 2,500
    PAWSABILITIES
    PO BOX 555
    SOUTH LYON,MI48178     		    GEN OPER BUDGET 500
    PEACE FOR THE STREETS BY KIDS
    1814 SUMMIT AVENUE
    SEATTLE,WA98122     		    GEN OPER BUDGET 1,000
    PEOPLE FOR PUGET SOUND
    911 WESTERN AVE STE 580
    SEATTLE,WA98104     		    GEN OPER BUDGET 5,000
    PERALTA COLLEGES FOUNDATION
    333 EAST 8TH STREET
    OAKLAND,CA94606     		    GEN OPER BUDGET 10,000
    PETS ALIVE WESTCHESTER
    100 WAREHOUSE LN SOUTH
    ELMSFORD,NY10523     		    GEN OPER BUDGET 500
    POSITIVE FUTURES NETWORK
    284 MADRONA WAY
    NE 116
    BAINBRIDGE ISLE,WA981102870     		    YES MAGAZINE EDUCATION OUTREACH 3,000
    POUND RIDGE AMBULANCE COR
    177 WESTCHESTER AVE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    POUND RIDGE FIRE DEPARTME
    80 WEST CHESTER AVENUE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    POUND RIDGE LAND CONSERV
    PO BOX 173
    POUND RIDGE,NY10576     		    ARMSTRONG HOUSE 2,000
    POUND RIDGE POLICE E
    177 WEST CHESTER AVE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    RABBIT WRANGLERS
    PO BOX 8003
    PITTSBURGH,PA15216     		    GEN OPER BUDGET 250
    SEATTLE AQUARIUM
    1415 WESTERN AVE
    SUITE 505
    SEATTLE,WA98101     		    GEN OPER BUDGET 1,000
    SEATTLE EDUCATION ACCESS
    6920 ROOSEVELT WAY NE
    SEATTLE,WA98115     		    GEN OPER BUDGET 2,500
    SEDONA CHARTER SCHOOL
    165 KACHINA DR
    SEDONA,AZ86336     		    GEN OPER BUDGET 2,000
    SPOT YOUTH CENTER
    680 WOODLAND AVENUE
    WOOSTER,OH44691     		    YMCA SUMMER CAMP FUNDING 1,500
    STARFISH LEARNING CTR
    1543 HOWARD STREET
    CHICAGO,IL60626     		    ART SUPPLIES 2,000
    SUMMER OF SOLUTIONS HARTFORD
    5 MEADOWSIDE DRIVE
    UNIONVILLE,CT06085     		    GEN OPER BUDGET 3,000
    SUSTAINABLE BAINBRIDGE
    221 WINSLOW WAY WEST
    BOX 205
    BAINBRIDGE ISLAND,WA98110     		    LAND CONSERVATION 2,000
    TEEN FEED
    4740 B UNIVERSITY WAY NE
    SEATTLE,WA98105     		    GEN OPER BUDGET 2,500
    THE BERKELEY HUMANE SOC
    2700 NINTH STREET
    BERKELEY,CA94710     		    GEN OPER BUDGET 2,500
    TR-STATE BIRD RESCUE AND RESEARCH
    110 POSSUM HOLLOW ROAD
    NEWARK,DE19711     		    GEN OPER FUND 3,500
    U OF CAL-SANTA CRUZ LIBRA
    1156 HIGH ST
    SANTA CRUZ,CA95064     		    GRATEFUL DEAD ARCHIVE 4,750
    UNIVERSITY OF ARIZONA FOUNDATION
    1111 N CHERRY AVENUE
    THIRD FLOOR
    TUSCON,AZ85721     		    GEN OPER BUDGET 1,000
    UW RARE PLANTS & CO
    3501 NE 41ST STREET
    BOX 354115
    SEATTLE,WA98195     		    GEN OPER BUDGET 1,000
    VILLAGE FOR FAMILIES & CHILDREN
    1680 ALBANY AVENUE
    HARTFORD,CT06105     		    GEN OPER BUDGET 1,000
    WE CARE ARTS
    3035 WILMINGTON PIKE
    KETTERING,OH45429     		    GEN OPER BUDGET 5,000
    WESTCHESTER SHORE HUMANE
    7 HARRISON AVENUE
    HARRISON,NY10528     		    GEN OPER BUDGET 5,000
    AUSTIN PETS ALIVE
    PO BOX 6247
    AUSTIN,TX78762     		    GEN OPER BUDGET 1,500
    HUMANE SOCIETY OF NW MONTANA
    PO BOX 221
    KALISPELL,MT59903     		    GEN OPER BUDGET 1,000
    BIG CAT RESCUE
    12802 EASY STREET
    TAMPA,FL33625     		    GEN OPER BUDGET 1,000
    DAKIN HUMANE SOCIETY
    PO BOX 6307
    SPRINGFIELD,MA01101     		    GEN OPER BUDGET 750
    LIVINGSTON HUMANE SOCIETY
    2464 DORR ROAD
    HOWELL,MI48843     		    GEN OPER BUDGET 500
    FIRE ISLAND ANIMAL RESCUE
    PO BOX 276
    OCEAN BEACH,NY11770     		    GEN OPER BUDGET 500
    VERMONT STUDIO CENTER
    PO BOX 613
    JOHNSON,VT05656     		    GEN OPER BUDGET 6,450
    UAPRESENTS
    888 N EUCLID
    ROOM 203
    TUSCON,AZ85721     		    GEN OPER BUDGET 1,500
    COMMUNITY STRING PROJECT
    PO BOX 513
    BRISTOL,RI02809     		    GEN OPER BUDGET 1,500
    HILL-STEAD MUSEUM
    35 MOUNTAIN ROAD
    FARMINGTON,CT06032     		    GEN OPER BUDGET 1,000
    GREATER CINCINNATI HARMONY FESTIVAL
    198 YORKWOOD LANE
    CINCINNATI,OH45238     		    GEN OPER BUDGET 750
    SOUND OF NEW ENGLAND CHORUS
    PO BOX 68
    WEST HARTFORD,CT06026     		    GEN OPER BUDGET 500
    BAINBRIDGE ISLAND LAND TRUST
    221 WINSLOW WAY WEST
    SUITE 103
    BAINBRIDGE ISLAND,WA98110     		    GEN OPER BUDGET 1,000
    FOX TUSCON THEATRE FOUNDATION
    PO BOX 1008
    TUSCON,AZ85702     		    GEN OPER BUDGET 1,000
    SWEET BRIAR COLLEGE
    PO BOX 1057
    SWEET BRIAR,VA24595     		    GEN OPER BUDGET 2,250
    STATUE OF LIBERTY - ELLIS ISLAND F
    17 BATTERY PLACE 210
    NEW YORK,NY10004     		    GEN OPER BUDGET 1,000
    LANDMARKS PRESERVATION COUNCL OF IL
    3 W JACKSON BLVD
    SUITE 1315
    CHICAGO,IL60604     		    GEN OPER BUDGET 500
    Total .................................bullet 3a 285,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 214,052  
    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     18 323,107  
    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)..   537,159  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13537,159
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLEMING BROCKSCHMIDT & DURKIN 4,780 4,780    

    TY 2011 CompensationExplanation
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Person Name Explanation
    THOMAS R DEUPREE  
    SUSAN D JONES  
    RICHARD R DEUPREE III  
    KATO DEUPREE  
    ANDI JONES  
    KAROLEN DEUPREE  
    TAYLOR DEUPREE  
    KRISTINE CRAMER  
    MARTHA CHONG  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 181,932 222,744
    AGL    
    ALTRIA GROUP INC 88,212 142,173
    ANALOG DEVICES INC 143,619 138,437
    AT&T INC 82,690 95,747
    AUTOMATIC DATA PROC 89,772 126,849
    BANK OF NOVA SCOTIA 158,953 194,213
    BCE INC 147,962 167,890
    BLACKROCK INC 58,335 64,532
    BRISTOL-MYERS SQUIBB CO 98,619 170,942
    CANADIAN IMPERIAL BANK 96,607 94,959
    CHEVRON CORP 95,923 98,115
    COCA COLA COM 116,802 136,833
    CONOCOPHILLIPS    
    CRESCENT POINT ENERGY 53,895 56,658
    DARDEN RESTAURANTS INC 100,758 116,955
    DIGITAL RLTY TR INC 131,864 156,896
    EMERSON ELEC CO 106,672 131,356
    ENBRIDGE INC 72,358 102,594
    GENUINE PARTS CO 55,182 84,350
    GLAXOSMITHKLINE PLC 94,465 103,444
    HCP INC 68,213 135,099
    HEALTH CARE REIT INC COM 96,192 139,337
    HEALTH CARE SVCS GROUP    
    HEINZ H J CO PV 25CT 143,207 157,430
    INTEL CORP 142,112 173,891
    JOHNSON AND JOHNSON COM 96,857 98,300
    KIMBERLY CLARK 115,736 183,875
    KINDER MORGAN 142,972 164,322
    MATTEL INC 100,024 128,949
    MCDONALDS CORP COM 175,614 264,262
    MERCK AND CO INC 52,827 61,164
    NATIONAL RETAIL PPTYS 52,221 77,798
    NEXTERA ENERGY INC SHS 55,700 103,421
    NOVARTIS ADR 103,687 118,229
    ONEOK INC 104,324 165,432
    PAYCHEX    
    PHILIP MORRIS INTL INC 104,576 178,883
    PRAXAIR INC 89,590 123,409
    PROCTER & GAMBLE 70,725 132,606
    REALTY INCM CRP MD PV1 66,673 100,666
    RPM INTERNATIONAL INC 158,520 202,912
    SOUTHERN COMPANY 131,595 167,375
    SPECTRA ENERGY CORP    
    UNITED TECHS CORP COM 99,820 150,380
    VERMILION ENERGY SHS 43,807 59,523
    WASTE MANAGEMENT INC. 154,283 137,274
    WILLIAMS COMPANIES 124,667 120,612

    TY 2011 OtherExpensesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS 122      


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 28,544 28,544    


    TY 2011 TaxesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO 225      
    FOREIGN DIVIDEND TAXES WITHHELD 5,990 5,990