Form990-PF
Click to see attachment

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

Number and street (or P.O. box number if mail is not delivered to street address)469 BOHEMIAN HIGHWAY   Room/suite
City or town, state, and ZIP code
FREESTONE, CA954729579
A Employer identification number

68-0049658
B Telephone number (see page 10 of the instructions)

(707) 874-2942
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$24,172,038J 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) 50,000
2 Check bullet
3 Interest on savings and temporary cash investments 246 246  
4 Dividends and interest from securities...... 536,109 536,109  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,034,343
b Gross sales price for all assets on line 6a 5,759,462
7 Capital gain net income (from Part IV, line 2)... 1,034,343
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,620,698 1,570,698 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 68,778 2,348 0 66,430
14 Other employee salaries and wages...... 181,080 937 0 180,143
15 Pension plans, employee benefits....... 85,019 929 0 84,090
16a Legal fees (attach schedule)......... Click to see attachment 8,813 0 0 8,813
b Accounting fees (attach schedule)....... Click to see attachment 8,946 4 0 8,942
c Other professional fees (attach schedule).... Click to see attachment 42,514 38,918 0 3,596
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 53,977 16,174 0 3,375
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,439 0 0 14,439
21 Travel, conferences, and meetings....... 37,667 0 0 37,667
22 Printing and publications.......... 1,946 0 0 1,946
23 Other expenses (attach schedule)....... Click to see attachment 87,570 69,453 0 18,117
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 590,749 128,763 0 427,558
25 Contributions, gifts, grants paid........ 1,253,371 1,253,371
26 Total expenses and disbursements. Add lines 24 and 25 1,844,120 128,763 0 1,680,929
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -223,422
b Net investment income (if negative, enter -0-) 1,441,935
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 (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,105,345 5,621 5,621
2 Savings and temporary cash investments.......... 327,054 1,287,340 1,287,340
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   659,660    
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)........ 16,817,635 Click to see attachment14,484,491 13,949,934
c Investments—corporate bonds (attach schedule)........ 3,591,180 Click to see attachment4,448,077 4,479,861
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,490,630 Click to see attachment4,434,409 4,449,282
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) 24,991,504 24,659,938 24,172,038
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment783,728 Click to see attachment675,584
23 Total liabilities (add lines 17 through 22).......... 783,728 675,584
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......... 2,567,576 2,567,576
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 21,640,200 21,416,778
30 Total net assets or fund balances (see page 17 of the
instructions).................... 24,207,776 23,984,354
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 24,991,504 24,659,938
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 24,207,776
2 Enter amount from Part I, line 27a...................... 2 -223,422
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 23,984,354
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 23,984,354
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a CROSSLINK VENTURES VI, L.P. - FROM SCH. K-1 P 2009-12-30 2010-12-31
b DRAPER FISHER JURVETSON GROWTH FUND - FROM SCH. K-1 P 2009-12-30 2010-12-31
c INTEGRAL CAPITAL PARTNERS VI - FROM SCH. K-1 P 2009-12-30 2010-12-31
d MFO EQUITY FUND - FROM JOINT VENTURE P 2010-01-01 2010-12-31
e MFO EQUITY FUND - FROM JOINT VENTURE P 2009-12-30 2010-12-31
MFO NORTHPOINTE FUND A - FROM JOINT VENTURE P 2010-01-01 2010-12-31
MFO NORTHPOINTE FUND A - FROM JOINT VENTURE P 2009-12-30 2010-12-31
MFO TOWLE FUND - FROM JOINT VENTURE P 2010-01-01 2010-12-31
MFO TOWLE FUND - FROM JOINT VENTURE P 2009-12-30 2010-12-31
MFO WESTFIELD FUND A - FROM JOINT VENTURE P 2010-01-01 2010-12-31
MFO WESTFIELD FUND A - FROM JOINT VENTURE P 2009-12-30 2010-12-31
SANDS TECHNOLOGY - FROM SCH. K-1 P 2010-01-01 2010-12-31
SANDS TECHNOLOGY - FROM SCH. K-1 P 2009-12-30 2010-12-31
TGAP VENTURE CAPITAL FUND - FROM SCH. K-1 P 2009-12-30 2010-12-31
SANDS TECHNOLOGY - REMAINING BASIS AFTER LIQUIDATION P 1996-04-01 2010-12-31
600.000 SHS. ABBOTT LABORATORIES   2010-07-30 2011-09-27
100.000 SHS. AMERICAN EXPRESS COMPANY   2010-10-20 2011-09-13
400.000 SHS. AMERICAN EXPRESS COMPANY   2009-09-22 2011-09-13
160.000 SHS. AMERIPRISE FINANCIAL, INC.   2008-07-18 2010-12-28
1040.000 SHS. AMERIPRISE FINANCIAL, INC.   2007-11-29 2010-12-28
600.000 SHS. AMGEN INC.   2010-03-15 2011-09-26
600.000 SHS. AMGEN INC.   2010-05-12 2011-09-26
500.000 SHS. APACHE CORPORATION   2009-09-22 2010-10-04
500.000 SHS. APACHE CORPORATION   2009-09-22 2010-10-05
0.000 SHS. AVIS BUDGET GROUP, INC.   2009-10-16 2010-10-18
0.000 SHS. BANK OF AMERICA CORPORATION   2010-09-18 2011-09-20
800.000 SHS. BED BATH & BEYOND INC.   2007-07-16 2011-01-06
2300.000 SHS. BEST BUY CO., INC.   2009-09-22 2011-08-10
0.000 SHS. BIOVAIL CORPORATION   2010-04-24 2011-04-26
1300.000 SHS. BP P.L.C.   2009-09-22 2011-01-24
800.000 SHS. BP P.L.C.   2010-05-12 2011-01-24
300.000 SHS. CAL-MAINE FOODS, INC.   2010-08-03 2011-08-22
400.000 SHS. CAL-MAINE FOODS, INC.   2010-08-02 2011-08-22
800.000 SHS. CAL-MAINE FOODS, INC.   2009-06-24 2011-08-23
500.000 SHS. CAL-MAINE FOODS, INC.   2010-08-03 2011-08-23
300.000 SHS. CAL-MAINE FOODS, INC.   2009-06-30 2011-08-23
1800.000 SHS. CAL-MAINE FOODS, INC.   2009-06-30 2011-08-24
500.000 SHS. COACH, INC.   2008-03-05 2010-10-26
900.000 SHS. COACH, INC.   2008-04-22 2010-10-26
400.000 SHS. COACH, INC.   2008-03-05 2011-04-04
800.000 SHS. COCA-COLA COMPANY (THE)   2008-08-28 2010-12-29
700.000 SHS. COCA-COLA COMPANY (THE)   2008-09-08 2010-12-29
100.000 SHS. COCA-COLA COMPANY (THE)   2008-09-08 2011-09-13
0.000 SHS. CONAGRA FOODS, INC.   2010-06-29 2011-07-01
1100.000 SHS. COVIDIEN PLC   2010-05-20 2011-03-28
800.000 SHS. COVIDIEN PLC   2009-09-22 2011-03-28
800.000 SHS. CVS CAREMARK CORPORATION   2009-09-22 2011-09-20
100.000 SHS. E.I. DU PONT DE NEMOURS AND COMPANY   2005-10-25 2010-10-14
0.000 SHS. EL PASO CORPORATION   2009-11-28 2010-11-30
100.000 SHS. EMC CORPORATION   2006-12-07 2010-12-29
500.000 SHS. EMC CORPORATION   2006-12-01 2011-01-06
800.000 SHS. EMC CORPORATION   2006-12-07 2011-01-06
200.000 SHS. EXPRESS SCRIPTS, INC.   2009-09-22 2010-12-28
1000.000 SHS. EXPRESS SCRIPTS, INC.   2009-09-22 2010-12-29
300.000 SHS. FRANKLIN RESOURCES, INC.   2009-09-22 2011-09-01
100.000 SHS. FREEPORT-MCMORAN COPPER & GOLD INC.   2009-09-22 2011-01-06
300.000 SHS. FREEPORT-MCMORAN COPPER & GOLD INC.   2009-09-22 2011-01-06
50.766 SHS. GOOGLE INC. CLASS A   2008-11-24 2010-12-17
100.000 SHS. JOHNSON & JOHNSON   2009-09-22 2011-09-01
1400.000 SHS. JPMORGAN CHASE & CO.   2009-09-22 2010-10-19
1300.000 SHS. JPMORGAN CHASE & CO.   2009-09-22 2010-10-20
1700.000 SHS. JUNIPER NETWORKS, INC.   2006-02-22 2011-01-06
800.000 SHS. JUNIPER NETWORKS, INC.   2006-02-22 2011-01-06
700.000 SHS. MARSH & MCLENNAN COMPANIES, INC.   2006-05-04 2011-04-04
1300.000 SHS. MARSH & MCLENNAN COMPANIES, INC.   2007-07-23 2011-04-04
800.000 SHS. MARSH & MCLENNAN COMPANIES, INC.   2007-07-23 2011-08-09
788.216 SHS. MERCK & CO., INC.   2008-02-27 2011-04-04
211.784 SHS. MERCK & CO., INC.   2008-02-08 2011-04-04
0.000 SHS. MERRILL LYNCH & CO., INC.   2010-09-05 2011-09-07
100.000 SHS. MICROSOFT CORPORATION   2007-10-05 2011-09-13
400.000 SHS. MONSANTO COMPANY   2009-02-20 2010-12-28
600.000 SHS. MONSANTO COMPANY   2010-03-26 2010-12-28
900.000 SHS. MONSANTO COMPANY   2009-04-28 2010-12-28
400.000 SHS. MONSANTO COMPANY   2009-02-25 2010-12-28
100.000 SHS. MOSAIC COMPANY   2009-09-22 2010-12-28
100.000 SHS. MOSAIC COMPANY   2009-09-22 2011-09-13
100.000 SHS. MOSAIC COMPANY   2011-06-20 2011-09-13
1100.000 SHS. NEWFIELD EXPLORATION COMPANY   2006-03-23 2010-12-02
900.000 SHS. NEWFIELD EXPLORATION COMPANY   2006-08-23 2010-12-02
400.000 SHS. PENTAIR, INC.   2006-12-15 2011-04-01
700.000 SHS. PENTAIR, INC.   2007-04-25 2011-04-01
1300.000 SHS. PENTAIR, INC.   2006-11-30 2011-04-01
1200.000 SHS. PENTAIR, INC.   2007-04-25 2011-04-04
1300.000 SHS. PETROHAWK ENERGY CORPORATION   2011-02-08 2011-07-15
100.000 SHS. PETROHAWK ENERGY CORPORATION   2011-02-08 2011-07-18
1300.000 SHS. PETROHAWK ENERGY CORPORATION   2010-12-02 2011-07-18
1500.000 SHS. PETROHAWK ENERGY CORPORATION   2010-12-02 2011-07-19
600.000 SHS. PETROHAWK ENERGY CORPORATION   2010-12-02 2011-07-20
2000.000 SHS. PFIZER INC.   2011-01-24 2011-03-30
4600.000 SHS. PROCTER & GAMBLE COMPANY, THE   2009-09-22 2011-09-01
100.000 SHS. QUALCOMM INCORPORATED   2006-08-01 2010-12-28
100.000 SHS. QUALCOMM INCORPORATED   2006-08-01 2011-03-28
1000.000 SHS. QUALCOMM INCORPORATED   2006-10-03 2011-04-04
300.000 SHS. QUALCOMM INCORPORATED   2006-08-01 2011-04-04
400.000 SHS. SCHLUMBERGER LIMITED   2008-09-30 2011-01-06
100.000 SHS. SCHLUMBERGER LIMITED   2008-09-30 2011-03-28
300.000 SHS. SCHLUMBERGER LIMITED   2008-09-30 2011-04-04
200.000 SHS. SCHLUMBERGER LIMITED   2010-06-02 2011-04-04
3900.000 SHS. SPRINT NEXTEL CORPORATION   2008-01-18 2011-09-20
2400.000 SHS. SPRINT NEXTEL CORPORATION   2007-01-10 2011-09-20
2300.000 SHS. SPRINT NEXTEL CORPORATION   2007-03-16 2011-09-20
2500.000 SHS. SPRINT NEXTEL CORPORATION   2006-12-08 2011-09-20
700.000 SHS. SPRINT NEXTEL CORPORATION   2007-10-05 2011-09-20
2200.000 SHS. SYMANTEC CORPORATION   2007-06-15 2011-09-20
400.000 SHS. TARGET CORPORATION   2009-09-22 2011-09-13
5.411 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2009-09-01 2011-07-28
634.200 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2010-12-27 2011-07-28
168.327 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2010-09-01 2011-07-28
354.594 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2007-03-02 2011-07-28
7504.461 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2007-12-17 2011-07-28
533.601 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2007-03-02 2011-07-28
755.034 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2006-12-15 2011-07-28
2691.393 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2008-12-17 2011-07-28
2405.607 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2008-12-17 2011-07-28
152.419 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2009-09-01 2011-07-28
1000.229 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2009-12-15 2011-07-28
427.521 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2007-12-17 2011-07-28
1161.037 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2007-12-17 2011-07-28
1855.874 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2008-09-02 2011-07-28
121.297 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2008-09-02 2011-07-28
329.130 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2007-03-02 2011-07-28
4571.053 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2006-12-15 2011-07-28
503.873 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2008-09-02 2011-07-28
201.939 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-12-17 2011-09-20
434.638 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2006-12-15 2011-09-20
4567.004 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-08-13 2011-09-20
4822.365 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-12-17 2011-09-20
3493.385 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-12-17 2011-09-20
190.714 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-03-02 2011-09-20
272.769 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2006-12-15 2011-09-20
54.786 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2006-12-15 2011-09-20
20510.538 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-01-05 2011-09-20
93.894 SHS. TEMPLETON INSTL. FOREIGN EQUITY FUND   2007-03-02 2011-09-20
997.059 SHS. TESLA MOTORS INC   2009-05-11 2010-12-28
338.741 SHS. TESLA MOTORS INC   2009-05-11 2011-03-09
1100.000 SHS. TYCO INTERNATIONAL LTD.   2007-11-19 2011-04-13
275.000 SHS. TYCO INTERNATIONAL LTD.   2007-06-11 2011-04-13
75.000 SHS. TYCO INTERNATIONAL LTD.   2006-06-12 2011-04-13
600.000 SHS. TYCO INTERNATIONAL LTD.   2007-11-20 2011-04-13
300.000 SHS. UNITED TECHNOLOGIES CORPORATION   2008-10-14 2010-12-28
600.000 SHS. UNITED TECHNOLOGIES CORPORATION   2009-08-14 2010-12-28
800.000 SHS. WASTE MANAGEMENT INC.   2010-04-29 2011-09-20
2400.000 SHS. WEATHERFORD INTERNATIONAL LTD.   2010-02-03 2010-12-28
400.000 SHS. AMGEN INC.   2005-04-22 2011-09-26
700.000 SHS. AMGEN INC.   2006-06-13 2011-09-26
500.000 SHS. AMGEN INC.   2005-04-08 2011-09-26
1200.000 SHS. HAIN CELESTIAL GROUP, INC (THE)   2005-09-07 2011-02-08
1700.000 SHS. HAIN CELESTIAL GROUP, INC (THE)   2005-09-07 2011-03-28
300.000 SHS. HAIN CELESTIAL GROUP, INC (THE)   2005-09-01 2011-04-04
500.000 SHS. HAIN CELESTIAL GROUP, INC (THE)   2005-09-07 2011-04-04
1200.000 SHS. HAIN CELESTIAL GROUP, INC (THE)   2005-09-01 2011-05-04
1900.000 SHS. INTEL CORPORATION   2005-10-20 2011-09-20
1500.000 SHS. JUNIPER NETWORKS, INC.   2006-02-22 2011-03-01
300.000 SHS. MARSH & MCLENNAN COMPANIES, INC.   2005-02-28 2011-04-04
200.000 SHS. MARSH & MCLENNAN COMPANIES, INC.   2005-11-14 2011-08-09
1300.000 SHS. MARSH & MCLENNAN COMPANIES, INC.   2005-05-19 2011-08-09
1200.000 SHS. MICROSOFT CORPORATION   2004-12-01 2011-09-13
1300.000 SHS. SYMANTEC CORPORATION   2006-05-12 2011-09-20
700.000 SHS. SYMANTEC CORPORATION   2006-04-06 2011-09-20
39.703 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   1999-03-01 2011-07-28
17441.860 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   1998-07-09 2011-07-28
8352.552 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2000-10-04 2011-07-28
1171.463 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   1998-12-14 2011-07-28
1379.596 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2002-12-13 2011-07-28
195.810 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2002-03-08 2011-07-28
373.097 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2003-03-07 2011-07-28
1099.945 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2000-12-07 2011-07-28
1656.486 SHS. TEMPLETON INSTL. EMERGING MARKETS FUND   2001-12-07 2011-07-28
25.000 SHS. TYCO INTERNATIONAL LTD.   2005-10-20 2011-04-13
300.000 SHS. UNILEVER N.V.   2006-06-28 2011-09-20
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a     43 -43
b     40 -40
c 63,671     63,671
d     48 -48
e 2,070     2,070
119,535     119,535
81,177     81,177
589     589
214,103     214,103
45,003     45,003
137,608     137,608
42,529     42,529
    27,265 -27,265
    35 -35
    15,178 -15,178
30,955   29,507 1,448
4,741   3,969 772
18,962   13,671 5,291
9,223   6,432 2,791
59,949   59,692 257
32,997   34,304 -1,307
32,997   33,778 -781
48,553   46,557 1,996
48,959   46,557 2,402
308     308
156     156
38,823   28,841 9,982
55,689   89,316 -33,627
1,167     1,167
61,951   72,106 -10,155
38,124   38,635 -511
8,758   9,423 -665
11,678   12,624 -946
23,850   20,044 3,806
14,906   15,705 -799
8,944   7,515 1,429
53,578   45,088 8,490
24,814   15,137 9,677
44,665   27,992 16,673
21,065   12,109 8,956
52,374   42,473 9,901
45,827   36,925 8,902
6,903   5,275 1,628
109     109
56,786   46,853 9,933
41,299   32,940 8,359
28,873   28,847 26
4,659   4,062 597
27     27
2,297   1,336 961
11,755   6,547 5,208
18,808   10,687 8,121
10,818   7,929 2,889
54,251   39,644 14,607
36,003   30,820 5,183
11,631   7,787 3,844
34,893   21,692 13,201
29,989   11,453 18,536
6,552   6,110 442
52,730   64,207 -11,477
49,201   59,621 -10,420
64,980   29,494 35,486
30,579   14,290 16,289
21,128   21,330 -202
39,237   39,383 -146
21,766   24,236 -2,470
26,160   24,467 1,693
7,029   5,832 1,197
48     48
2,587   2,995 -408
26,833   31,609 -4,776
40,249   42,877 -2,628
60,374   73,069 -12,695
26,833   30,082 -3,249
7,127   5,228 1,899
6,939   5,228 1,711
6,939   6,062 877
75,791   44,088 31,703
62,011   34,993 27,018
15,178   12,794 2,384
26,562   22,185 4,377
49,329   41,380 7,949
46,699   38,032 8,667
49,621   26,762 22,859
3,815   2,059 1,756
49,595   24,562 25,033
57,192   28,341 28,851
22,897   11,337 11,560
40,674   37,076 3,598
292,074   262,721 29,353
4,980   3,438 1,542
5,282   3,438 1,844
53,572   34,376 19,196
16,072   10,313 5,759
32,079   31,592 487
9,080   7,898 1,182
28,199   23,694 4,505
18,799   11,105 7,694
12,887   33,722 -20,835
7,931   42,945 -35,014
7,600   43,912 -36,312
8,261   48,001 -39,740
2,313   13,337 -11,024
38,457   43,441 -4,984
19,976   19,283 693
91   66 25
10,718   10,401 317
2,845   2,417 428
5,993   6,911 -918
126,825   151,420 -24,595
9,018   10,400 -1,382
12,760   15,357 -2,597
45,485   23,603 21,882
40,655   21,097 19,558
2,576   1,856 720
16,904   14,123 2,781
7,225   8,626 -1,401
19,622   23,427 -3,805
31,364   27,745 3,619
2,050   1,813 237
5,562   6,415 -853
77,251   92,975 -15,724
8,515   7,533 982
3,498   5,605 -2,107
7,528   11,474 -3,946
79,101   131,027 -51,926
83,523   133,857 -50,334
60,505   96,968 -36,463
3,303   5,018 -1,715
4,724   7,201 -2,477
949   1,446 -497
355,243   539,427 -184,184
1,626   2,470 -844
25,888   3,006 22,882
8,386   1,021 7,365
56,734   44,052 12,682
14,183   14,616 -433
3,868   3,147 721
30,946   23,889 7,057
23,739   16,387 7,352
47,478   34,055 13,423
25,193   28,256 -3,063
53,144   38,462 14,682
21,998   23,566 -1,568
38,497   46,936 -8,439
27,498   29,527 -2,029
34,835   22,192 12,643
55,007   31,439 23,568
9,771   5,536 4,235
16,285   9,247 7,038
42,027   22,145 19,882
42,371   45,089 -2,718
64,783   26,024 38,759
9,055   9,734 -679
5,441   5,969 -528
35,369   38,480 -3,111
31,045   32,543 -1,498
22,724   22,166 558
12,236   11,908 328
671   314 357
294,767   150,000 144,767
141,158   79,015 62,143
19,798   9,419 10,379
23,315   11,382 11,933
3,309   1,739 1,570
6,305   2,888 3,417
18,589   9,548 9,041
27,995   13,434 14,561
1,289   1,015 274
9,369   6,469 2,900
25,321     25,321
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       -43
b       -40
c       63,671
d       -48
e       2,070
      119,535
      81,177
      589
      214,103
      45,003
      137,608
      42,529
      -27,265
      -35
      -15,178
      1,448
      772
      5,291
      2,791
      257
      -1,307
      -781
      1,996
      2,402
      308
      156
      9,982
      -33,627
      1,167
      -10,155
      -511
      -665
      -946
      3,806
      -799
      1,429
      8,490
      9,677
      16,673
      8,956
      9,901
      8,902
      1,628
      109
      9,933
      8,359
      26
      597
      27
      961
      5,208
      8,121
      2,889
      14,607
      5,183
      3,844
      13,201
      18,536
      442
      -11,477
      -10,420
      35,486
      16,289
      -202
      -146
      -2,470
      1,693
      1,197
      48
      -408
      -4,776
      -2,628
      -12,695
      -3,249
      1,899
      1,711
      877
      31,703
      27,018
      2,384
      4,377
      7,949
      8,667
      22,859
      1,756
      25,033
      28,851
      11,560
      3,598
      29,353
      1,542
      1,844
      19,196
      5,759
      487
      1,182
      4,505
      7,694
      -20,835
      -35,014
      -36,312
      -39,740
      -11,024
      -4,984
      693
      25
      317
      428
      -918
      -24,595
      -1,382
      -2,597
      21,882
      19,558
      720
      2,781
      -1,401
      -3,805
      3,619
      237
      -853
      -15,724
      982
      -2,107
      -3,946
      -51,926
      -50,334
      -36,463
      -1,715
      -2,477
      -497
      -184,184
      -844
      22,882
      7,365
      12,682
      -433
      721
      7,057
      7,352
      13,423
      -3,063
      14,682
      -1,568
      -8,439
      -2,029
      12,643
      23,568
      4,235
      7,038
      19,882
      -2,718
      38,759
      -679
      -528
      -3,111
      -1,498
      558
      328
      357
      144,767
      62,143
      10,379
      11,933
      1,570
      3,417
      9,041
      14,561
      274
      2,900
      25,321
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 1,034,343
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 1,820,135 24,423,449 0.074524
2008 1,669,477 21,080,042 0.079197
2007 1,751,756 29,383,087 0.059618
2006 878,849 28,035,772 0.031347
2005 834,495 23,290,092 0.035830
2 Total of line 1, column (d) ...................... 2 0.280516
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 0.056103
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 26,208,322
5 Multiply line 4 by line 3....................... 5 1,470,365
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 14,419
7 Add lines 5 and 6......................... 7 1,484,784
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,680,929
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 14,419
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 14,419
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 14,419
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 39,560
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,560
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 25,141
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet25,141 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)bulletCA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CSFUND.ORG
    14
    The books are in care ofbulletROXANNE TURNAGE Telephone no.bullet (707) 874-2942
    Located atbullet469 BOHEMIAN HIGHWAYFREESTONECA ZIP+4bullet954729579
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ALLOCATION FROM RELATED EXEMPT ENTITY , CS FUND
    0.00     		0 0 0
    SEE STATEMENT 17 FOR
    EXPLANATION,CA95472
    MARYANNE MOTT SECRETARY/TRUSTEE
    4.00     		0 0 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    MICHAEL WARSH PRESIDENT/TRUSTEE
    4.00     		7,672 0 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    MARISE MEYNET STEWART VP/TRUSTEE
    2.00     		1,631 0 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    ROXANNE TURNAGE EXECUTIVE DIRECTOR
    20.00     		54,509 15,443 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    CORINNE MEADOWS-EFRAM TRUSTEE
    2.00     		1,704 0 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    TERESA ROBINSON TRUSTEE
    2.00     		1,631 0 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    KAU'L KELIIPIO TRUSTEE
    2.00     		1,631 0 0
    469 BOHEMIAN HWY
    FREESTONE,CA95472
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    22,640,516
    b
    Average of monthly cash balances.......................
    1b
    1,115,775
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    2,851,142
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,607,433
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    26,607,433
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    399,111
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,208,322
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    1,310,416
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,310,416
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    14,419
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,419
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,295,997
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    1,295,997
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    1,295,997
    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
    1,680,929
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,680,929
    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
    14,419
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    1,666,510
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 1,295,997
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008....... 36,566
    e From 2009....... 607,093
    fTotal of lines 3a through e......... 643,659
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 1,680,929
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 1,295,997
    e Remaining amount distributed out of corpus 384,932
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,028,591
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		1,028,591
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008.... 36,566
    d Excess from 2009.... 607,093
    e Excess from 2010.... 384,932
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MARYANNE MOTT
    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:
    ROXANNE TURNAGE
    469 BOHEMIAN HIGHWAY
    FREESTONE,CA954729579
    (707) 874-2942
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS FOR SUPPORT SHOULD BE MADE BY LETTER OF INQUIRY. HARD COPY IS PREFERRED OVER FAX OR E-MAIL TRANSMISSION. INQUIRIES WILL BE ACKNOWLEDGED AS SOON AS POSSIBLE. IF YOUR PROJECT FALLS WITHIN THE FOUNDATION'S PRIORITY INTEREST AREAS, A FULL PROPOSAL WILL BE REQUESTED. THE FOUNDATION PROVIDES GENERAL SUPPORT AS WELL AS PROJECT-SPECIFIC GRANTS. APPLICANT ORGANIZATIONS MUST QUALIFY UNDER SEC. 501(C)(3) OF THE US INTERNAL REVENUE CODE. FOREIGN APPLICANTS SHOULD NOTE THAT THE FOUNDATION MAKES A VERY LIMITED NUMBER OF GRANTS ABROAD. KINDLY REFRAIN FROM SENDING A FULL PROPOSAL UNLESS INVITED TO DO SO. PLEASE DO NOT INCLUDE NEWS CLIPPINGS, REPORTS, BROCHURES, CASSETTES, VIDEOS OR OTHER MATERIALS WITH LETTERS OF INQUIRY. PLASTIC FOLDERS, BINDERS AND OTHER PRESENTATION MATERIALS ARE NOT NECESSARY. (CONTINUED ON NEXT PAGE)
    cAny submission deadlines:
    THE FOUNDATION HAS NO DEADLINES FOR LETTERS OF INQUIRY-THEY ARE ACCEPTED THROUGHOUT (CONT. NEXT PG.)
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION WAS FORMED TO MAKE CONTRIBUTIONS TO WORTHY ORGANIZATIONS WHICH ARE QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). WARSH MOTT LEGACY IS CURRENTLY GRANTING IN FOUR CATEGORIES, EACH ONE WITH A SPECIFIC EMPHASIS: ECONOMIC GLOBALIZATION FOOD SOVEREIGNTY CIVIL LIBERTIES EMERGING TECHNOLOGIES BOARD INITIATED GRANTS: OCCASIONALLY THE FOUNDATION MAY INITIATE SUPPORT FOR PROJECTS THAT FALL OUTSIDE OF THE ESTABLISHED GUIDELINES.
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ROXANNE TURNAGE
    469 BOHEMIAN HIGHWAY
    FREESTONE,CA95472
    (707) 874-2942
    bThe form in which applications should be submitted and information and materials they should include:
    LETTERS OF INQUIRY SHOULD BE NO MORE THAN THREE PAGES IN LENGTH AND CONTAIN THE FOLLOWING: BASIC INFORMATION ABOUT YOUR ORGANIZATION, INCLUDING A BRIEF MISSION STATEMENT AND AN OVERVIEW OF CURRENT ACTIVITIES. A CONTACT PERSON'S NAME, TITLE, MAILING ADDRESS, TELEPHONE, FAX, AND E-MAIL AND WEB ADDRESS, IF AVAILABLE. A DESCRIPTION OF THE ORGANIZATION'S APPROACH TO THE PROBLEM BEING ADDRESSED AND YOUR PLANNED ACTIVITIES. A LINE ITEM BUDGET --- PROJECTED EXPENSES FOR THE WHOLE ORGANIZATION AND FOR A SPECIFIC PROJECT, IF APPLICABLE. A COMPLETE LIST OF SECURED AND POTENTIAL FUNDING SOURCES (GRANTS RECEIVED, REQUESTS PENDING, PLANNED PROPOSAL SUBMISSIONS, EARNED INCOME, ETC.). LETTERS OF INQUIRY SHOULD BE ADDRESSED TO: WARSH MOTT LEGACY 469 BOHEMIAN HIGHWAY FREESTONE, CA 95472
    cAny submission deadlines:
    THE YEAR. FUNDING DECISIONS ARE MADE TWICE A YEAR, USUALLY IN APRIL/MAY AND NOVEMBER/DECEMBER.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    (SEE PREVIOUS PAGE)
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ROXANNE TURNAGE
    469 BOHEMIAN HIGHWAY
    FREESTONE,CA95472
    (707) 874-2942
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GENERAL GRANT POLICIES.
    cAny submission deadlines:
    SEE GENERAL GRANT POLICIES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTMAKING IN THIS CATEGORY BALANCES SHORT TERM EFFORTS THAT OPPOSE THE NAFTA/ WTO/FTAA TRADE REGIMES WITH LONG TERM EFFORTS TO DEVELOP ALTERNATIVE ECONOMIC MODELS. WE ARE ESPECIALLY CONCERNED ABOUT THE LACK OF DEMOCRACY THAT PERMEATES THE CURRENT SYSTEM. THIS PROGRAM ALSO SUPPORTS EFFORTS TO ESTABLISH LAW AT THE INTERSECTION OF HUMAN RIGHTS AND THE ENVIRONMENT.
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ROXANNE TURNAGE
    469 BOHEMIAN HIGHWAY
    FREESTONE,CA95472
    (707) 874-2942
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GENERAL GRANT POLICIES.
    cAny submission deadlines:
    SEE GENERAL GRANT POLICIES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTMAKING IN THIS AREA IS DESIGNED TO PROMOTE SEED SAVING, ENCOURAGE SOIL BUILDING, AND PROTECT POLLINATING INSECTS AND ANIMALS. WE FAVOR INITIATIVES THAT ARE FARMER LED AND INCORPORATE ELEMENTS OF TRADITIONAL AGRICULTURE.
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ROXANNE TURNAGE
    469 BOHEMIAN HIGHWAY
    FREESTONE,CA95472
    (707) 874-2942
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GENERAL GRANT POLICIES.
    cAny submission deadlines:
    SEE GENERAL GRANT POLICIES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THIS CATEGORY FOCUSES ON PROTECTING THE CONSTITUTIONALLY GUARANTEED RIGHT TO DISSENT AND PRESERVING AN ACCOUNTABLE AND TRANSPARENT GOVERNMENT. ON A MORE LIMITED BASIS, WE SUPPORT EFFORTS TO CURB UNDUE GOVERNMENT SURVEILLANCE POWERS AND DEFEND THE DUE PROCESS RIGHTS OF ALL AMERICANS.
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ROXANNE TURNAGE
    469 BOHEMIAN HIGHWAY
    FREESTONE,CA95472
    (707) 874-2942
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GENERAL GRANT POLICIES.
    cAny submission deadlines:
    SEE GENERAL GRANT POLICIES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WE ARE DEVELOPING A NEW PROGRAM AIMED AT ADDRESSING THE POTENTIAL RISKS OF NANOTECH, AS WELL AS ITS CONVERGENCE WITH OTHER TECHNOLOGIES.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BILL OF RIGHTS DEFENSE COMMITTEE
    8 BRIDGE ST SUITE A
    NORTH HAMPTON,MA01060     		NONE PUBLIC CHARITY GENERAL SUPPORT 40,000
    BRENNAN CENTER FOR JUSTICE
    161 AVENUE OF THE AMERICAS 12TH
    FLOOR
    NEW YORK,NY10013     		NONE PUBLIC CHARITY DOMESTIC INTELLIGENCE COLLECTION REPORTS 50,000
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY
    NEW YORK,NY10012     		NONE PUBLIC CHARITY TRANSLATION, PRINTING & DISTRIBUTION OF "IF AN AGENT KNOCKS" 9,500
    CENTER FOR THE STUDY OF THE AMERICAS
    2288 FULTON 103
    BERKELEY,CA94704     		NONE PUBLIC CHARITY PRESERVING POTATO GERM PLASM & CULTURAL HERITAGE IN CHILOE 30,530
    CLEAN WATER FUND
    38875 HARPER AVE
    CLINTON TWP,MI48036     		NONE PUBLIC CHARITY MASSACHUSETTS PRECAUTIONARY PRINCIPLE PROJECT 40,000
    EARTHRIGHTS INTERNATIONAL
    1612 K STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY LEGAL AND CAMPAIGNS PROGRAMS 70,000
    ELECTRONIC FRONTIER FOUNDATION
    454 SHOTWELL ST
    SAN FRANCISCO,CA94110     		NONE PUBLIC CHARITY FOIA LITIGATION FOR ACCOUNTABLE GOVERNMENT 30,000
    FOUNDATION CENTER
    79 FIFTH AVE 2ND FLOOR
    NEW YORK,NY10003     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    FRIENDS OF ETC
    331 W MAIN ST STE 307
    DURHAM,NC27701     		NONE PUBLIC CHARITY FULL-TIME STAFF PERSON IN AFRICA 88,000
    FRIENDS OF ETC
    331 W MAIN ST STE 307
    DURHAM,NC27701     		NONE PUBLIC CHARITY CIVIL PARTICIPATION IN MEETINGS FOR RIO 20 91,000
    FRIENDS OF THE EARTH
    79 FIFTH AVE NW
    WASHINGTON,DC200362002     		NONE PUBLIC CHARITY TRADE & ENVIRONMENT CAMPAIGN 75,000
    INSTITUTE FOR AGRICULTURE AND TRADE POLICY
    2105 FIRST AVE SOUTH
    MINNEAPOLIS,MN554042505     		NONE PUBLIC CHARITY NANOTECHNOLOGY AND AGRICULTURE PROJECT 60,000
    MARIN COMMUNITY FOUNDATION
    5 HAMILTON LANDING SUITE 200
    NOVATO,CA94949     		NONE PUBLIC CHARITY DONATION TO THE TOP FUND 95,000
    MARIN COMMUNITY FOUNDATION
    5 HAMILTON LANDING SUITE 200
    NOVATO,CA94949     		NONE PUBLIC CHARITY DONATION TO THE TOP FUND 265,000
    NATIONAL LAWYERS GUILD FOUNDATION INC
    132 NASSAU ST ROOM 922
    NEW YORK,NY10038     		NONE PUBLIC CHARITY MASS DEFENSE PROJECT 20,000
    ON THE COMMONS
    2104 STEVENS AVE SOUTH
    MINNEAPOLIS,MN55404     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    ONLINE JOURNALISM PROJECT
    493 CENTRAL AVE
    NEW HAVEN,CT06515     		NONE PUBLIC CHARITY NANOTECH NEW-MEDIA REPORTING INITIATIVE 35,000
    ONLINE JOURNALISM PROJECT
    493 CENTRAL AVE
    NEW HAVEN,CT06515     		NONE PUBLIC CHARITY MATCH 10,000
    PARTNERSHIP FOR CIVIL JUSTICE FUND
    617 FLORIDA AVE SO
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    SILICON VALLEY TOXICS COALITION
    760 N 1ST STREET
    SAN JOSE,CA95112     		NONE PUBLIC CHARITY SOLAR NANOTECHNOLOGY SAFETY ISSUE 30,000
    SYRACUSE UNIVERSITY
    SYRACUSE NY 13244
    SYRACUSE,NY13244     		NONE PUBLIC CHARITY TRAC'S FOIA TRANSPARENCY PROJECT 42,341
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE
    CAMBRIDGE,MA022389105     		NONE PUBLIC CHARITY BIOTECH AND SYNBIO CROP POLICY 30,000
    XERCES SOCIETY
    4828 SE HAWTHORNE BLVD
    PORTLAND,OR97215     		NONE PUBLIC CHARITY POLLINATOR CONSERVATION INAGRICULTURE PROGRAM 40,000
    Total .................................bullet 3a 1,253,371
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 246  
    4 Dividends and interest from securities....     14 536,109  
    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 1,034,343  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFEDERAL EXCISE TAX REFUND     01    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,570,698 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,570,698
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    WARSH MOTT LEGACY
     
    Employer identification number

    68-0049658
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    WARSH MOTT LEGACY
          		Employer identification number

    68-0049658
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    MARYANNE MOTT    
    111 E COURT ST SUITE 3D
       
    FLINT, MI   48502

    		$50,000




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    WARSH MOTT LEGACY
          		Employer identification number

    68-0049658
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    WARSH MOTT LEGACY
          		Employer identification number

    68-0049658
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MFO MANAGEMENT FEES - ACCOUNTING 2,048 0 0 2,048
    OUTSIDE AUDITOR 6,575 0 0 6,575
    PAYROLL SERVICES 323 4 0 319

    TY 2010 GeneralExplanationAttachment
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Identifier Return Reference Explanation
    STATEMENT REGARDING REIMBURSEMENT OF OFFICER/TRUSTEE COMPENSATION FORM 990PF, PAGE 1, PART I, LINE 13, COLUMN A THIS FOUNDATION SHARES FACILITIES AND PERSONNEL WITH ANOTHER PRIVATE FOUNDATION TO WHICH THIS FOUNDATION MAKES REIMBURSEMENT FOR ITS SHARE OF EXPENSES INCLUDING COMPENSATION. ALL COMPENSATION OF PERSONNEL IS REPORTED UNDER THE NAME AND FEDERAL IDENTIFICATION NUMBER OF THE OTHER FOUNDATION (FEI#95-3607882). ACCORDINGLY, OFFICER/TRUSTEE COMPENSATION HAS BEEN REPORTED IN FULL ON PART VIII OF THAT FOUNDATION'S FORM 990PF. IN ADDITION, THE REIMBURSEMENT IS ALSO BEING REPORTED ON THIS FORM 990PF, PART VIII:TOTAL REIMBURSEMENT REPORTED ON PART VIII 68,778 =========SIMILARLY, COMPENSATION OF ALL OTHER PERSONNEL IS REPORTED ON PART I TO THE EXTENT OF THE REIMBURSEMENT AS FOLLOWS:TOTAL REIMBURSEMENT REPORTED ON PART I, LINE 14, COLUMN A 181,080 =========

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Name of Bond End of Year Book Value End of Year Fair Market Value
    81621.108 SHS VANGUARD ADM INTERM INVEST GRADE BOND FD 773,069 819,476
    162205.262 SHS VANGUARD ADMIRAL HIGH YIELD CORPORATE FD 881,790 885,641
    260294.908 SHS VANGUARD ADMIRAL SHORT-TERM INVESTMENT GR 2,793,218 2,774,744

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2800.000 SHS ABBOTT LABORATORIES 119,587 143,192
    1400.000 SHS AIR PRODUCTS AND CHEMICALS, INC. 111,349 106,918
    1800.000 SHS AMERICAN EXPRESS COMPANY 61,518 80,820
    2100.000 SHS AMERIPRISE FINANCIAL, INC. 44,907 82,656
    2800.00 SHS. AMGEN INC. 0 0
    500.000 SHS ANADARKO PETROLEUM CORPORATION 31,763 31,525
    1700.000 SHS APACHE CORP PFD 6% CONV SER D 99,127 86,989
    1000.000 SHS APACHE CORPORATION 0 0
    3470.096 SHS ARIEL APPRECIATION 139,713 120,794
    2928.604 SHS ARIEL FUND 134,095 107,597
    5600.000 SHS AT&T INC. 154,701 159,712
    2400.000 SHS AUTODESK, INC. 61,974 66,696
    5600.000 SHS BANK OF NEW YORK MELLON CORPORATION 164,662 104,104
    2700.000 SHS BARRICK GOLD CORPORATION 133,260 125,955
    4400.000 SHS BB&T CORPORATION 143,027 93,852
    1300.000 SHS BED BATH & BEYOND INC. 44,162 74,503
    2300.000 SHS BEST BUY CO., INC. 0 0
    2100.000 SHS BP P.L.C. 0 0
    4100.000 SHS CAL-MAINE FOODS, INC. 0 0
    3687.883 SHS CALVERT SOCIAL INVESTMENT FUND EQUITY - A 121,040 121,368
    6300.000 SHS CISCO SYSTEMS, INC. 119,717 97,650
    800.000 SHS COACH, INC. 24,219 41,464
    1900.000 SHS COCA-COLA COMPANY (THE) 96,520 128,364
    2300.000 SHS CONOCOPHILLIPS 125,380 145,636
    1900.000 SHS COVIDIEN PLC 78,233 83,790
    4100.000 SHS CVS CAREMARK CORPORATION 145,391 137,719
    4126.894 SHS DOMINI SOCIAL EQUITY FUND 113,428 113,118
    3000.000 SHS DOW CHEMICAL COMPANY (THE) 75,930 67,380
    62992.126 SHS DREYFUS TOTAL EMERGING MARKETS CL I 800,000 650,079
    2600.000 SHS E.I. DU PONT DE NEMOURS AND COMPANY 101,533 103,922
    3700.000 SHS EBAY INC. 110,351 109,113
    4300.000 SHS EMC CORPORATION 56,306 90,257
    2300.000 SHS EXPRESS SCRIPTS, INC. 105,901 85,261
    1000.000 SHS FRANKLIN RESOURCES, INC. 102,733 95,640
    1500.000 SHS FREEPORT-MCMORAN COPPER & GOLD INC. 56,691 45,675
    6600.000 SHS GENERAL ELECTRIC COMPANY 135,168 100,452
    4900.000 SHS HAIN CELESTIAL GROUP, INC (THE) 0 0
    74748.628 SHS HANSBERGER INSTL. EMERGING MARKETS FUND 1,229,917 691,425
    2300.000 SHS ILLINOIS TOOL WORKS INC. 75,527 95,680
    5500.000 SHS INTEL CORPORATION 92,358 117,370
    2700.000 SHS JOHNSON & JOHNSON 164,879 171,963
    2700.000 SHS JPMORGAN CHASE & CO. 0 0
    4000.000 SHS JUNIPER NETWORKS, INC. 0 0
    2000.000 SHS KIMBERLY-CLARK CORPORATION 103,915 142,020
    4600.000 SHS MARSH & MCLENNAN COMPANIES, INC. 0 0
    6800.000 SHS MASCO CORPORATION 129,158 48,416
    1300.000 SHS MCDONALD'S CORPORATION 98,600 114,166
    1500.000 SHS MERCK & CO., INC. 41,304 49,050
    1190797.505 SHS MFO - NORTHPOINTE FUND A 922,404 1,080,840
    357094.325 SHS MFO - TOWLE FUND 1,087,111 1,020,790
    28089.064 SHS MFO - WESTFIELD FUND A 644,641 1,105,056
    26713.250 SHS MFO EQUITY FUND 106,794 113,185
    5600.000 SHS MICROSOFT CORPORATION 144,146 139,384
    2300.000 SHS MONSANTO COMPANY 0 0
    1800.000 SHS MOSAIC COMPANY 94,101 88,146
    1800.000 SHS NEWFIELD EXPLORATION COMPANY 80,391 71,442
    3900.000 SHS PATTERSON COMPANIES, INC. 120,084 111,657
    2300.000 SHS PEABODY ENERGY CORPORATION 86,244 77,924
    3600.00 SHS. PENTAIR 0 0
    2800.000 SHS PEPSICO, INC. 164,762 173,320
    1841.000 SHS PROCTER & GAMBLE COMPANY, THE 105,146 116,314
    1200.000 SHS QUALCOMM INCORPORATED 41,251 58,356
    7700.000 SHS REGAL ENTERTAINMENT GROUP 121,559 90,398
    4400.000 SHS RYLAND GROUP, INC. (THE) 128,796 46,860
    1000.000 SHS SCHLUMBERGER LIMITED 13,844 59,730
    8243.090 SHS SENTINEL SUSTAINABLE GROWTH OPPORTUNITIES 104,594 112,518
    11800.000 SHS SPRINT NEXTEL CORPORATION 0 0
    2300.000 SHS STRYKER CORPORATION 7,250 108,399
    2600.000 SHS SUNCOR ENERGY INC. 82,749 66,144
    6900.000 SHS SYMANTEC CORPORATION 107,378 112,470
    2300.000 SHS TARGET CORPORATION 110,834 112,792
    56251.373 SHS TEMPLETON INSTL. EMERGING MARKETS FUND 0 0
    78111.261 SHS TEMPLETON INSTL. FOREIGN EQUITY FUND 1,706,014 1,309,145
    1000.000 SHS TRANSOCEAN LTD. 80,347 47,740
    1900.000 SHS TYCO INTERNATIONAL LTD. 66,815 77,425
    3900.000 SHS UNILEVER N.V. 46,153 122,811
    1800.000 SHS UNITED PARCEL SERVICE, INC. 126,567 113,670
    1200.000 SHS UNITED TECHNOLOGIES CORPORATION 63,961 84,432
    21800.345 SHS VANGUARD ADM EMERGING MKTS INDEX FD 646,643 666,655
    4739.100 SHS VANGUARD ADMIRAL REIT INDEX FUND 274,901 341,594
    14670.571 SHS VANGUARD FTSE SOCIAL INDEX FUND 110,034 100,494
    4500.000 SHS VERIZON COMMUNICATIONS INC. 150,643 165,600
    4000.000 SHS WASTE MANAGEMENT INC. 136,243 130,240
    4700.000 SHS WEATHERFORD INTERNATIONAL LTD. 83,266 57,387
    6600.000 SHS WESTERN UNION CO. (THE) 135,403 100,914
    78355.475 SHS WORLD ASSET MGMT INTERNATIONAL FUND 600,000 545,782
    1100.000 SHS YUM! BRANDS, INC. 56,341 54,329
    2500.000 SHS ZIMMER HOLDINGS, INC. 179,037 133,700

    TY 2010 InvestmentsOtherSchedule2
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    150000.000 SHS ARBORETUM VENTURES III FMV 150,000 150,000
    79248.926 SHS ARCHIPELAGO HLDGS LTD-OFFSHORE FMV 1,600,000 1,545,449
    4700.000 SHS ARES CAPITAL CORPORATION FMV 304,892 64,719
    600000.000 SHS CROSSLINK VENTURES V L.P. FMV 464,686 664,829
    100000.000 SHS CROSSLINK VI VENTURE FUND FMV 98,371 97,295
    600000.000 SHS DRAPER FISHER JURVETSON GROWTH FUND LP FMV 498,508 549,582
    900000.000 SHS INTEGRAL CAPITAL PARTNERS VI FMV 81,236 67,704
    6120.434 SHS STEELPATH MLP SELECT 40 CL A FMV 62,000 62,428
    275000.000 SHS TGAP VENTURE CAPITAL FUND II, L.P. FMV 262,592 257,337
    350000.000 SHS TGAP VENTURE CAPITAL FUND, L.P. FMV 236,628 206,588
    48053.964 SHS VANGUARD ARBITRAGE FUND "I" SHARES FMV 625,421 633,351
    ARTWORK FMV 50,075 150,000

    TY 2010 LegalFeesSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,813 0 0 8,813


    TY 2010 OtherExpensesSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT INTEREST FROM SCH. K-1 - CROSSLINK VENTURES V, L.P. 475 475 0 0
    PORTFOLIO DEDUCTIONS FROM SCH. K-1 - CROSSLINK VENTURES V, L.P. 9,976 9,976 0 0
    INVESTMENT INTEREST FROM SCH. K-1 - CROSSLINK VENTURES VI, L.P. 59 59 0 0
    PORTFOLIO DEDUCTIONS FROM SCH. K-1 - CROSSLINK VENTURES VI, L.P. 1,578 1,578 0 0
    NON-DEDUCTIBLE EXP FROM SCH. K-1 - DRAPER FISHER JURVET 17 17 0 0
    ORDINARY LOSS FROM SCH. K-1 - DRAPER FISHER JURVETSON 374 374 0 0
    PORTFOLIO DEDUCTIONS FROM SCH. K-1 - DRAPER FISHER JURVET 14,715 14,715 0 0
    PORTFOLIO DEDUCTIONS FROM SCH. K-1 - INTEGRAL CAPITAL PARTNERS VI 135 135 0 0
    CROSSLINK VENTURES VI, L.P. - FROM SCH. K-1 VENTURE 1,291 1,291 0 0
    DRAPER FISHER JURVETSON GROWTH FUND - FROM SCH. K-1 VENTURE 6,194 6,194 0 0
    INTEGRAL CAPITAL PARTNERS VI - FROM SCH. K-1 VENTURE 6,678 6,678 0 0
    PORTFOLIO DEDUCTIONS FROM JOINT VENTURE - MFO NORTHPOINTE FUND A 11,178 11,178 0 0
    PORTFOLIO DEDUCTIONS FROM JOINT VENTURE - MFO TOWLE FUND 9,391 9,391 0 0
    PORTFOLIO DEDUCTIONS FROM JOINT VENTURE - MFO WESTFIELD FUND A 7,392 7,392 0 0
    BANK FEES 366 0 0 366
    COMPUTER COSTS 3,161 0 0 3,161
    OFFICE SUPPLIES 4,199 0 0 4,199
    POSTAGE 836 0 0 836
    STATE FILING FEE 30 0 0 30
    TELEPHONE 1,295 0 0 1,295
    DUES & MEMBERSHIPS 2,876 0 0 2,876
    INSURANCE 5,354 0 0 5,354


    TY 2010 OtherLiabilitiesSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Description Beginning of Year - Book Value End of Year - Book Value
    ARBORETUM - CAPITAL COMMITMENT 0 132,283
    CROSSLINK VENTURES V - CAPITAL COMMITMENT 161,528 107,382
    CROSSLINK VI VENTURE FUND - CAPITAL COMMITMENT 97,000 73,087
    DFJ GROWTH FUND - CAPITAL COMMITMENT 235,200 107,457
    TGAP VENTURE CAPITAL - CAPITAL COMMITMENT 70,000 56,000
    TGAP VENTURE CAPITAL II - CAPITAL COMMITMENT 220,000 199,375


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MFO MANAGEMENT FEES - INVESTMENT 38,913 38,913 0 0
    CONSULTING 3,140 0 0 3,140
    PENSION ADMINISTRATION 461 5 0 456


    TY 2010 TaxesSchedule
    Name:
    WARSH MOTT LEGACY
    EIN: 68-0049658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 34,428 0 0 0
    FOREIGN TAXES WITHHELD 15,106 15,106 0 0
    REAL ESTATE TAXES 4,412 1,037 0 3,375
    FOREIGN TAXES - MFO WESTFIELD FUND A 20 20 0 0
    FOREIGN TAXES - MFO EQUITY FUND 11 11 0 0